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 2013Q3 202347
Creative Planning 41410.00%1.27%5.79%Q3 2013Q3 202344
WHITTIER TRUST CO OF NEVADA INC 42420.00%0.14%0.67%Q2 2013Q3 202342
LPL Financial LLC 42420.02%0.13%0.58%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.01%0.05%0.17%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.02%0.07%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 42420.03%0.18%0.31%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.05%Q2 2013Q3 202342
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 42420.95%3.16%5.32%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.01%0.04%0.08%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.03%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.01%Q2 2013Q3 202342
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 42420.08%1.39%3.22%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.02%0.26%1.74%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.07%0.12%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.08%0.31%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.01%0.02%0.08%Q2 2013Q3 202342
Bank of New York Mellon Corp 3560.00%0.00%0.01%Q2 2013Q3 202341
DUMONT & BLAKE INVESTMENT ADVISORS LLC 41410.35%0.53%0.77%Q3 2013Q3 202341
GUGGENHEIM CAPITAL LLC 23180.00%0.02%0.12%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.01%Q2 2013Q3 202341
US BANCORP \DE\ 22190.00%0.00%0.00%Q2 2013Q3 202341
PNC FINANCIAL SERVICES GROUP, INC. 41410.00%0.00%0.01%Q3 2013Q3 202341
Capital Investment Advisors, LLC 41410.01%0.41%2.67%Q4 2013Q4 202341
Cambridge Investment Research Advisors, Inc. 41410.00%0.02%0.15%Q3 2013Q3 202341
OPPENHEIMER & CO INC 27130.01%0.03%0.26%Q3 2013Q3 202340
Private Advisor Group, LLC 25140.00%0.05%0.28%Q4 2013Q3 202340
Raymond James Financial Services Advisors, Inc. 2280.01%0.04%0.13%Q2 2013Q3 202340
Janney Montgomery Scott LLC 29110.00%0.04%0.14%Q3 2013Q3 202340
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 40400.04%2.29%3.45%Q4 2013Q3 202340
PEAPACK GLADSTONE FINANCIAL CORP 40400.01%0.05%0.23%Q4 2013Q3 202340
COURIER CAPITAL LLC 40400.06%0.37%0.94%Q4 2013Q3 202340
STATE STREET CORP 3710.00%0.00%0.01%Q2 2013Q3 202339
STIFEL FINANCIAL CORP 39390.00%0.01%0.02%Q1 2014Q3 202339
Ancora Advisors LLC 23160.00%0.04%0.12%Q2 2013Q3 202339
HM PAYSON & CO 39390.00%0.28%0.82%Q1 2014Q3 202339
Perkins Coie Trust Co 39390.00%0.00%0.01%Q4 2013Q2 202339
Capital Advisors, Ltd. LLC 39390.03%0.15%0.34%Q1 2014Q3 202339
SIGMA INVESTMENT COUNSELORS INC 39392.63%3.17%4.34%Q1 2014Q3 202339
Bangor Savings Bank 38380.12%0.29%0.46%Q4 2013Q1 202338
ASSETMARK, INC 38380.00%0.24%0.58%Q2 2014Q3 202338
GOLDMAN SACHS GROUP INC 2310.00%0.00%0.04%Q1 2012Q3 202338
HSBC HOLDINGS PLC 34340.00%0.00%0.01%Q2 2015Q3 202337
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2820.00%0.00%0.01%Q3 2013Q3 202337
Ameritas Investment Partners, Inc. 36360.00%0.03%0.06%Q4 2014Q3 202336
UBS Group AG 36360.01%0.02%0.06%Q4 2014Q3 202336
BENJAMIN F. EDWARDS & COMPANY, INC. 36360.00%0.01%0.11%Q4 2014Q3 202336
DAVENPORT & Co LLC 2880.00%0.01%0.03%Q3 2013Q3 202336
Neuberger Berman Group LLC 35350.00%0.07%0.18%Q1 2015Q3 202335
VALLEY NATIONAL ADVISERS INC 35350.00%0.00%0.01%Q1 2015Q3 202335
Cetera Advisors LLC 2410.01%0.17%0.56%Q3 2013Q3 202335
Cetera Advisor Networks LLC 25100.01%0.02%0.05%Q3 2014Q3 202335
D'Orazio & Associates, Inc. 35350.16%6.99%12.09%Q1 2015Q3 202335
Gradient Investments LLC 18160.00%0.11%0.41%Q3 2013Q1 202234
Coastline Trust Co 33330.07%0.48%1.40%Q3 2014Q3 202233
Stratos Wealth Partners, LTD. 2110.01%0.10%1.72%Q3 2014Q3 202333
BEACON FINANCIAL GROUP 20130.08%1.09%4.12%Q3 2013Q2 202333
JANE STREET GROUP, LLC 2410.00%0.06%0.48%Q1 2014Q2 202333
Atria Investments, Inc 2720.05%0.09%0.21%Q3 2013Q3 202333
Dakota Wealth Management 33330.02%2.23%4.98%Q4 2014Q4 202233
BARCLAYS PLC 2010.00%0.00%0.04%Q2 2013Q3 202332
GREENWOOD CAPITAL ASSOCIATES LLC 18140.05%0.59%1.41%Q3 2013Q3 202332
Baird Financial Group, Inc. 2660.00%0.02%0.06%Q2 2015Q2 202332
Clark Capital Management Group, Inc. 1110.02%0.67%1.23%Q2 2013Q3 202332
Regal Investment Advisors LLC 2610.07%0.48%1.49%Q3 2013Q2 202232
MANUFACTURERS LIFE INSURANCE COMPANY, THE 18130.00%0.01%0.04%Q1 2015Q3 202331
FIFTH THIRD BANCORP 16150.00%0.01%0.03%Q3 2015Q2 202331
Occidental Asset Management, LLC 31310.07%1.03%3.40%Q1 2014Q3 202131
AE Wealth Management LLC 28280.00%0.19%1.19%Q4 2016Q3 202331
Transamerica Financial Advisors, Inc. 2310.00%0.30%1.03%Q2 2013Q3 202331
Geneos Wealth Management Inc. 31310.00%0.01%0.03%Q1 2016Q3 202331
Sutton Wealth Advisors Inc. 31310.00%0.05%1.04%Q1 2016Q3 202331
MILLENNIUM MANAGEMENT LLC 1310.00%0.00%0.01%Q1 2014Q3 202330
Advisory Services Network, LLC 1310.00%0.50%1.74%Q4 2013Q1 202330
First Horizon Advisors, Inc. 1710.00%0.02%0.08%Q1 2015Q3 202330
IFP Advisors, Inc 1760.00%0.02%0.08%Q4 2015Q3 202330
Hilltop Holdings Inc. 29290.15%0.50%0.88%Q3 2016Q3 202329
MML INVESTORS SERVICES, LLC 1710.00%0.05%0.26%Q2 2015Q3 202329
First Allied Advisory Services, Inc. 29290.01%0.14%0.55%Q3 2013Q3 202029
Koshinski Asset Management, Inc. 1610.03%0.16%0.73%Q4 2014Q4 202228
BlackRock Inc. 1510.00%0.00%0.03%Q2 2014Q4 202228
Chesley Taft & Associates LLC 1630.02%0.08%0.26%Q2 2013Q4 202228
D.A. DAVIDSON & CO. 2440.00%0.02%0.06%Q2 2013Q4 202128
BLAIR WILLIAM & CO/IL 2310.00%0.00%0.00%Q2 2016Q3 202328
Snowden Capital Advisors LLC 1370.03%0.07%0.12%Q1 2016Q3 202328
Berkshire Money Management, Inc. 1730.15%3.84%7.55%Q4 2015Q3 202328
Steward Partners Investment Advisory, LLC 28280.01%0.10%0.22%Q4 2016Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.01%0.02%0.03%Q4 2016Q3 202328
Citadel Advisors 310.00%0.00%0.01%Q4 2014Q3 202327
Stratford Consulting, LLC 16110.39%4.06%5.27%Q2 2013Q1 202027
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.05%0.29%1.24%Q2 2013Q4 201927
Tortoise Investment Management, LLC 27270.00%0.90%3.70%Q4 2012Q2 201927
ARCADIA INVESTMENT MANAGEMENT CORP/MI 27270.05%0.89%1.63%Q1 2017Q3 202327
OPPENHEIMER ASSET MANAGEMENT INC. 27270.03%0.06%0.08%Q1 2017Q3 202327
Global Retirement Partners, LLC 2070.00%0.01%0.03%Q4 2016Q3 202327
Brinker Capital Investments, LLC 27270.18%0.39%0.68%Q2 2013Q4 201927
Marquette Asset Management, LLC 26260.02%0.18%0.33%Q2 2013Q3 201926
Advisory Alpha, LLC 2010.00%1.05%3.76%Q4 2013Q1 202126
Hudock, Inc. 2240.00%0.07%0.27%Q2 2013Q3 202226
DEUTSCHE BANK AG\ 1730.00%0.01%0.04%Q3 2013Q2 202326
HOLLENCREST CAPITAL MANAGEMENT 26260.41%0.76%1.60%Q4 2013Q1 202026
Fisher Asset Management, LLC 26260.00%0.00%0.00%Q3 2014Q4 202026
BOSTON ADVISORS LLC 26260.02%0.15%0.39%Q2 2013Q3 201926
BB&T SECURITIES, LLC 26260.02%0.17%0.31%Q2 2013Q3 201926
NAPLES GLOBAL ADVISORS, LLC 26260.12%0.32%0.48%Q4 2013Q1 202026
Hanlon Investment Management, Inc. 710.63%3.42%9.33%Q3 2013Q2 202226
Tower Research Capital LLC (TRC) 1040.00%0.01%0.07%Q1 2016Q3 202326
LeJeune Puetz Investment Counsel LLC 25250.55%0.95%1.69%Q1 2017Q1 202325
Windham Capital Management, LLC 1210.04%0.69%2.62%Q2 2013Q3 202325
STEPHENS INC /AR/ 2230.02%0.04%0.14%Q2 2013Q3 202325
Capital Analysts, LLC 2310.00%0.01%0.04%Q2 2015Q3 202325
Simplicity Solutions, LLC 1420.01%0.31%1.28%Q4 2014Q3 202125
ALESCO ADVISORS LLC 25250.01%0.03%0.06%Q4 2013Q4 201925
QS Investors, LLC 24240.25%0.59%1.83%Q2 2015Q1 202124
Front Row Advisors LLC 24240.01%0.02%0.04%Q4 2017Q3 202324
UBS ASSET MANAGEMENT AMERICAS INC 12120.00%0.00%0.01%Q2 2013Q3 201924
SG Americas Securities, LLC 1610.00%0.05%0.27%Q3 2015Q1 202224
AXA S.A. 24240.00%0.01%0.01%Q4 2013Q3 201924
McIlrath & Eck, LLC 24240.01%0.04%0.15%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.01%0.03%Q4 2017Q3 202324
PFG Advisors 24240.02%0.13%0.37%Q4 2017Q3 202324
StrategIQ Financial Group, LLC 24240.18%0.58%1.11%Q4 2017Q3 202324
FIFTH THIRD SECURITIES, INC. 1760.23%1.19%4.30%Q4 2017Q3 202323
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 23230.01%0.22%0.40%Q1 2018Q3 202323
Capital Advisory Group Advisory Services, LLC 23230.06%0.22%0.50%Q1 2018Q3 202323
Freedom Investment Management, Inc. 1010.03%0.61%1.91%Q1 2013Q2 202323
BTS Asset Management, Inc. 710.04%3.05%10.11%Q1 2016Q3 202323
DeGreen Capital Management LLC 23230.65%3.04%4.82%Q1 2016Q3 202123
NTV ASSET MANAGEMENT LLC 1120.04%0.25%0.62%Q2 2013Q3 202323
Mariner, LLC 810.00%0.05%0.19%Q4 2013Q3 202323
NOTTINGHAM ADVISORS, INC. 23230.03%1.65%12.52%Q4 2014Q2 202023
Focused Wealth Management, Inc 23230.00%0.07%0.89%Q1 2018Q3 202323
RiverFront Investment Group, LLC 1670.01%2.99%5.85%Q1 2013Q2 202323
CAPTRUST FINANCIAL ADVISORS 1620.00%0.03%0.09%Q4 2014Q3 202323
Western Asset Management Company, LLC 2010.20%3.01%19.04%Q2 2016Q3 202223
Rehmann Capital Advisory Group 2110.00%0.09%0.15%Q3 2013Q4 202223
Vigilant Capital Management, LLC 22220.01%0.70%1.92%Q4 2013Q1 201922
LS Investment Advisors, LLC 22220.00%0.01%0.01%Q3 2014Q4 201922
Jacobi Capital Management LLC 22220.01%0.02%0.04%Q2 2016Q3 202122
Parallel Advisors, LLC 1720.00%0.00%0.00%Q4 2016Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
LFA - Lugano Financial Advisors SA 1650.04%0.98%2.39%Q2 2018Q3 202321
PARK AVENUE SECURITIES LLC 910.01%0.06%0.22%Q4 2015Q3 202321
ROCKLAND TRUST CO 21210.04%0.13%0.21%Q3 2018Q3 202321
CWM, LLC 1210.00%0.02%0.08%Q3 2015Q3 202321
BANQUE PICTET & CIE SA 1420.00%0.12%0.50%Q3 2015Q4 202121
Horizon Investments, LLC 1110.01%0.86%4.61%Q2 2014Q4 202121
SIGNATUREFD, LLC 1330.00%0.02%0.10%Q2 2013Q4 202221
FDx Advisors, Inc. 1210.04%0.27%0.66%Q3 2013Q1 201921
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.02%0.10%0.20%Q3 2018Q3 202321
NORTHWEST INVESTMENT COUNSELORS, LLC 1210.00%0.12%0.29%Q2 2017Q2 202321
Gradient Capital Advisors, LLC 10100.11%0.26%0.44%Q4 2017Q3 202320
Donoghue Forlines LLC 1230.12%1.19%8.86%Q3 2017Q3 202320
Symmetry Partners, LLC 20200.30%0.69%1.04%Q4 2016Q3 202120
HighTower Advisors, LLC 810.00%0.03%0.09%Q4 2013Q3 202320
WealthTrust Fairport, LLC 20200.02%0.35%0.52%Q2 2014Q1 201920
Arete Wealth Advisors, LLC 10100.05%0.07%0.09%Q1 2018Q2 202320
American Portfolios Advisors 20200.00%0.02%0.06%Q4 2017Q3 202220
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.10%0.31%0.78%Q1 2016Q4 202020
TWO SIGMA SECURITIES, LLC 910.00%0.05%0.19%Q3 2016Q3 202320
Virtue Capital Management, LLC 730.05%0.53%3.27%Q4 2017Q3 202320
MUFG Americas Holdings Corp 1810.00%0.00%0.01%Q3 2013Q2 202020
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 20200.62%2.86%4.04%Q2 2017Q1 202220
Arkos Global Advisors 20200.06%0.22%0.53%Q4 2018Q3 202320
Princeton Portfolio Strategies Group LLC 1820.12%0.23%0.34%Q2 2015Q2 202120
Angeles Investment Advisors, LLC 20200.00%4.01%17.28%Q4 2018Q3 202320
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.01%Q4 2014Q2 201920
FLOW TRADERS U.S. LLC 910.01%0.95%5.67%Q3 2015Q2 202320
AEGON USA Investment Management, LLC 1370.41%0.92%1.73%Q3 2013Q3 201820
Avior Wealth Management, LLC 20200.00%0.02%0.03%Q4 2018Q3 202320
Lido Advisors, LLC 1910.01%0.10%0.28%Q1 2016Q4 202120
CENTAURUS FINANCIAL, INC. 1450.02%0.23%0.39%Q1 2018Q3 202319
Concorde Asset Management, LLC 1120.12%0.60%2.14%Q1 2015Q4 202019
Aspire Private Capital, LLC 1360.00%0.09%0.42%Q4 2018Q3 202319
TSFG, LLC 19190.02%0.02%0.05%Q1 2019Q3 202319
NICOLET ADVISORY SERVICES, LLC 19190.11%0.98%4.10%Q1 2019Q3 202319
Wallington Asset Management, LLC 19190.00%0.75%1.47%Q1 2014Q3 201819
LEVEL FOUR ADVISORY SERVICES, LLC 19190.04%0.08%0.13%Q4 2016Q2 202119
M&T BANK CORP 1110.00%0.00%0.01%Q3 2014Q4 202019
Destination Wealth Management 1360.00%1.84%3.21%Q1 2013Q2 201919
Weatherstone Capital Management 1110.94%7.69%22.85%Q2 2013Q1 201919
KWMG, LLC 19190.06%0.33%0.86%Q4 2014Q2 201919
CAPRIN ASSET MANAGEMENT LLC /ADV 19190.01%0.03%0.04%Q1 2018Q3 202219
UNITED CAPITAL FINANCIAL ADVISORS, LLC 820.00%0.02%0.25%Q4 2014Q4 202119
MASSMUTUAL TRUST CO FSB/ADV 1610.00%0.00%0.02%Q4 2017Q3 202318
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 910.28%1.09%3.26%Q2 2016Q4 202118
Value Monitoring, Inc. 7111.42%49.90%100.00%Q4 2016Q3 202218
IHT Wealth Management, LLC 820.02%0.08%0.33%Q4 2017Q3 202318
Csenge Advisory Group 610.10%0.16%0.38%Q3 2017Q3 202318
Capital Investment Advisory Services, LLC 18180.00%0.00%0.01%Q2 2019Q3 202318
Renaissance Technologies 820.00%0.01%0.03%Q4 2017Q3 202318
Kovitz Investment Group Partners, LLC 1350.01%0.03%0.11%Q4 2018Q2 202318
Pictet North America Advisors SA 990.02%4.56%13.32%Q4 2013Q4 201818
Baker Avenue Asset Management, LP 990.00%0.14%0.40%Q4 2018Q3 202318
Friedenthal Financial 820.23%3.91%8.53%Q4 2013Q4 202118
LEUTHOLD GROUP, LLC 1310.06%0.97%2.66%Q2 2013Q3 202318
RAND WEALTH, LLC 1250.03%1.87%3.84%Q2 2014Q3 201817
FULTON BREAKEFIELD BROENNIMAN LLC 17170.93%1.39%1.77%Q3 2019Q3 202317
Cardan Capital Partners, LLC 17170.48%0.63%0.79%Q4 2015Q4 201917
Commonwealth Equity Services, Inc 17170.00%0.02%0.05%Q3 2013Q3 201717
Jefferies Group LLC 310.00%0.07%0.31%Q3 2013Q3 202217
WBI INVESTMENTS, LLC 610.47%2.80%9.04%Q2 2013Q3 202117
AVIANCE CAPITAL MANAGEMENT, LLC 1160.01%1.36%8.14%Q4 2013Q1 201817
Compagnie Lombard Odier SCmA 810.00%0.02%0.10%Q1 2014Q3 201917
REILLY FINANCIAL ADVISORS, LLC 17170.00%0.01%0.02%Q4 2017Q4 202117
Patriot Financial Group Insurance Agency, LLC 1610.00%0.01%0.11%Q4 2016Q2 202217
OneDigital Investment Advisors LLC 710.00%0.04%0.11%Q2 2017Q3 202317
ALBION FINANCIAL GROUP /UT 1010.00%0.26%0.91%Q2 2013Q3 202317
Ilmarinen Mutual Pension Insurance Co 17173.06%5.46%9.11%Q3 2019Q3 202317
Barber Financial Group, Inc. 17171.67%2.13%2.96%Q1 2018Q1 202217
B. Riley Wealth Advisors, Inc. 810.00%0.02%0.06%Q2 2014Q3 202317
Kingsview Wealth Management, LLC 910.03%0.10%0.15%Q3 2017Q3 202317
Aptus Capital Advisors, LLC 17170.00%0.00%0.01%Q3 2019Q3 202317
Concert Wealth Management Inc. 1160.06%0.20%1.16%Q2 2013Q3 201717
PFS INVESTMENTS INC. 17170.14%0.35%0.54%Q4 2017Q4 202117
Waverly Advisors, LLC 17170.01%0.15%0.40%Q4 2018Q4 202217
iAB Financial Bank 17170.29%0.47%0.60%Q2 2013Q2 201717
Private Capital Group, LLC 17170.00%0.00%0.01%Q4 2017Q4 202117
LWS Wealth Advisors, Inc. 16160.11%0.24%1.63%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.01%0.03%0.10%Q4 2019Q3 202316
Allen Capital Group, LLC 1120.00%2.14%5.87%Q1 2020Q2 202316
Smithfield Trust Co 820.00%0.06%0.17%Q2 2014Q2 202016
Strategic Wealth Partners, Ltd. 1120.01%0.29%0.82%Q4 2017Q1 202216
Visionary Asset Management, Inc. 1210.17%0.89%1.23%Q2 2013Q3 201816
PRINCIPAL FINANCIAL GROUP INC 1060.00%0.00%0.00%Q2 2014Q1 202116
HUNTINGTON NATIONAL BANK 810.00%0.00%0.01%Q1 2015Q3 202316
Advisors Asset Management, Inc. 970.00%0.00%0.00%Q3 2015Q2 202016
LINCOLN NATIONAL CORP 16160.01%0.08%0.24%Q4 2019Q3 202316
PROTECTIVE LIFE CORP 16160.30%0.40%0.44%Q3 2019Q2 202316
BALLAST ADVISORS LLC 16160.12%0.16%0.26%Q4 2019Q3 202316
Disciplined Investments, LLC 16161.75%2.16%2.85%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.00%0.19%0.53%Q4 2019Q3 202316
Valeo Financial Advisors, LLC 1330.00%0.03%0.05%Q2 2018Q3 202316
TD ASSET MANAGEMENT INC 16160.03%0.06%0.14%Q2 2013Q1 201716
TRUIST FINANCIAL CORP 16160.02%0.03%0.06%Q4 2019Q3 202316
Cumberland Partners Ltd 1050.09%0.17%0.22%Q2 2018Q3 202315
IndexIQ Advisors LLC 1140.00%0.32%0.84%Q2 2018Q1 202215
HOWARD WEALTH MANAGEMENT, LLC 1050.57%0.73%0.92%Q4 2019Q3 202315
HBW ADVISORY SERVICES LLC 15150.11%0.38%1.16%Q1 2020Q3 202315
Sheaff Brock Investment Advisors, LLC 15150.02%0.03%0.03%Q4 2015Q2 201915
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1140.17%0.45%0.76%Q4 2016Q3 202315
Advisor Group, Inc. 15150.04%0.14%0.22%Q2 2016Q4 201915
Lattice Strategies LLC 15150.51%0.91%1.37%Q3 2015Q1 201915
OSAIC HOLDINGS, INC. 15150.04%0.07%0.10%Q1 2020Q3 202315
TOMPKINS FINANCIAL CORP 910.00%0.01%0.04%Q4 2017Q4 202315
Advisors Capital Management, LLC 15150.21%0.91%1.35%Q1 2020Q3 202315
Rosenberg Matthew Hamilton 15150.46%0.65%1.33%Q1 2020Q3 202315
MSI Financial Services Inc 15150.02%0.27%0.86%Q2 2013Q4 201615
FIRST FOUNDATION ADVISORS 15150.02%0.26%0.39%Q2 2013Q4 201615
Sound Income Strategies, LLC 1320.01%1.27%3.04%Q1 2019Q3 202315
Efficient Market Advisors, LLC 15150.52%3.50%4.64%Q3 2013Q1 201715
Janney Capital Management LLC 1140.14%0.35%1.83%Q1 2015Q1 202015
Archer Investment Corp 960.02%0.02%0.04%Q4 2019Q3 202315
FIRST NATIONAL TRUST CO 15150.04%0.16%0.21%Q1 2020Q3 202315
Sowell Financial Services LLC 1050.01%0.16%0.48%Q3 2019Q3 202315
WFG Advisors, LP 14140.00%0.04%0.19%Q2 2013Q3 201614
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 810.01%0.09%0.29%Q4 2018Q3 202314
COLTON GROOME FINANCIAL ADVISORS, LLC 14140.31%0.50%0.84%Q2 2019Q3 202214
Global Financial Private Capital, Inc 14140.00%0.57%1.85%Q1 2017Q2 202014
WEDBUSH SECURITIES INC 1010.01%0.04%0.06%Q3 2014Q4 202214
WEBSTER BANK, N. A. 14140.00%0.01%0.01%Q4 2016Q1 202014
Crabel Capital Management, LLC 730.34%2.61%4.74%Q2 2019Q3 202314
Good Life Advisors, LLC 14141.19%1.63%2.14%Q2 2020Q3 202314
Vestmark Advisory Solutions, Inc. 1010.01%0.05%0.08%Q1 2019Q2 202314
WealthShield Partners, LLC 950.01%0.05%0.10%Q4 2017Q2 202114
Accuvest Global Advisors 1210.10%0.17%0.39%Q3 2014Q4 201713
WT Wealth Management 940.16%1.78%2.68%Q2 2020Q3 202313
SEI INVESTMENTS CO 510.00%0.00%0.00%Q1 2015Q1 201913
VisionPoint Advisory Group, LLC 13130.46%1.57%3.73%Q3 2020Q3 202313
THRIVENT FINANCIAL FOR LUTHERANS 1110.00%0.08%0.21%Q3 2017Q3 202313
Bluefin Trading, LLC 710.03%0.39%1.81%Q1 2014Q1 201913
SRS Capital Advisors, Inc. 520.01%0.03%0.06%Q4 2016Q3 202313
Key FInancial Inc 1210.00%0.00%0.00%Q1 2020Q3 202313
PRUDENTIAL FINANCIAL INC 13130.00%0.01%0.04%Q3 2020Q3 202313
Carroll Financial Associates, Inc. 510.00%0.00%0.02%Q4 2014Q4 202113
LVW Advisors, LLC 760.04%0.65%1.97%Q2 2018Q3 202113
MERCER GLOBAL ADVISORS INC /ADV 13130.00%0.01%0.01%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Clearwater Capital Advisors, LLC 13130.15%0.48%1.32%Q2 2016Q2 201913
Shilanski & Associates, Inc. 610.19%1.61%2.53%Q2 2019Q3 202313
Community Bank, N.A. 940.00%0.42%1.17%Q4 2014Q2 202113
PEDDOCK CAPITAL ADVISORS, LLC 940.77%0.90%1.20%Q4 2013Q1 202313
Wealthcare Advisory Partners LLC 1110.00%0.00%0.02%Q2 2016Q1 202113
DIMENSION CAPITAL MANAGEMENT LLC 1120.32%0.47%1.09%Q2 2020Q3 202313
TOTH FINANCIAL ADVISORY CORP 13130.00%0.00%0.00%Q3 2020Q3 202313
PRIVATE TRUST CO NA 760.00%0.08%0.18%Q1 2013Q3 202313
SevenBridge Financial Group, LLC 13130.00%0.01%0.01%Q2 2016Q2 201913
Simmons Bank 910.31%0.48%0.69%Q4 2016Q1 202113
State of Tennessee, Treasury Department 610.00%0.07%0.27%Q4 2017Q2 202212
SOA Wealth Advisors, LLC. 12120.00%0.00%0.01%Q4 2020Q3 202312
VSR Financial Services, Inc. 12120.30%0.46%0.86%Q3 2013Q2 201612
DUBUQUE BANK & TRUST CO 12120.00%0.11%0.23%Q2 2013Q1 201612
Kestra Advisory Services, LLC 12120.01%0.04%0.18%Q4 2020Q3 202312
Cetera Investment Advisers 12120.01%0.02%0.04%Q4 2020Q3 202312
Joseph P. Lucia & Associates, LLC 620.03%0.09%0.28%Q1 2019Q2 202212
Aldebaran Financial Inc. 1110.21%0.54%0.82%Q4 2013Q2 201912
RAYMOND JAMES TRUST N.A. 930.01%0.02%0.03%Q4 2018Q4 202112
Guardian Wealth Advisors, LLC 12120.19%3.67%4.44%Q4 2020Q3 202312
Stadion Money Management, LLC 12120.44%0.69%0.85%Q4 2015Q3 201812
PINNACLE ASSOCIATES LTD 610.00%0.01%0.03%Q4 2014Q3 202112
Allworth Financial LP 1010.00%0.04%0.07%Q1 2019Q3 202312
Glovista Investments LLC 310.07%3.23%8.65%Q1 2015Q4 202112
BDO Wealth Advisors, LLC 1110.00%0.00%0.01%Q2 2017Q2 202212
WEALTHSOURCE PARTNERS, LLC 750.05%0.16%0.34%Q1 2018Q4 202112
TrueWealth Advisors, LLC 12120.47%2.60%5.08%Q4 2020Q3 202312
Rockefeller Capital Management L.P. 810.00%0.00%0.00%Q1 2019Q3 202312
CREDIT SUISSE AG/ 810.00%0.01%0.01%Q1 2013Q3 202312
PERSONAL CFO SOLUTIONS, LLC 610.00%0.09%0.16%Q3 2019Q3 202312
J.P. Morgan Private Wealth Advisors LLC 510.00%0.01%0.02%Q4 2014Q3 201812
AFAM CAPITAL, INC. 930.08%2.41%4.65%Q1 2014Q3 201812
Kohmann Bosshard Financial Services, LLC 1020.04%0.19%0.70%Q4 2016Q4 201912
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.03%Q2 2013Q1 201612
MEITAV INVESTMENT HOUSE LTD 510.00%0.01%0.05%Q2 2018Q3 202312
SUMMIT FINANCIAL GROUP, INC. 11110.28%0.40%0.46%Q1 2021Q3 202311
NOMURA ASSET MANAGEMENT CO LTD 810.00%0.05%0.07%Q3 2018Q3 202311
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
Buckingham Capital Management, Inc. 11110.06%3.98%6.23%Q2 2013Q4 201511
SEAVIEW INVESTMENT MANAGERS LLC 11110.07%0.14%0.22%Q1 2021Q3 202311
Financial Partners Group, Inc 740.12%0.73%3.38%Q1 2018Q3 202311
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 11110.02%0.03%0.06%Q1 2021Q3 202311
WHALEROCK POINT PARTNERS, LLC 1010.14%0.66%1.05%Q4 2013Q3 201611
Brendel Financial Advisors LLC 11111.61%2.94%4.68%Q1 2021Q3 202311
Samalin Investment Counsel, LLC 1010.15%0.18%0.21%Q4 2019Q1 202311
ENTERPRISE FINANCIAL SERVICES CORP 1010.00%0.01%0.10%Q1 2017Q2 202111
ACCURATE INVESTMENT SOLUTIONS, INC. 11110.01%0.18%0.29%Q3 2017Q1 202011
Tactical Allocation Group LLC 11114.52%8.69%12.85%Q4 2013Q2 201611
MEEDER ASSET MANAGEMENT INC 610.00%0.87%3.54%Q1 2014Q3 202311
Mission Creek Capital Partners, Inc. 11110.03%0.30%0.43%Q1 2021Q3 202311
Clearview Wealth Advisors LLC 11110.01%0.06%0.29%Q4 2020Q2 202311
AMERICAN CENTURY COMPANIES INC 740.00%0.02%0.06%Q4 2020Q3 202311
Great Diamond Partners, LLC 11110.67%1.27%1.64%Q1 2021Q3 202311
Mirae Asset Global Investments Co., Ltd. 410.00%0.02%0.07%Q3 2013Q4 202111
HANCOCK WHITNEY CORP 830.01%0.02%0.02%Q4 2020Q3 202311
Invesco Ltd. 710.00%0.01%0.01%Q3 2013Q2 202011
WealthPLAN Partners, LLC 510.01%0.06%0.14%Q1 2015Q3 202111
Qube Research & Technologies Ltd 610.00%0.33%1.08%Q4 2019Q3 202311
Kovack Advisors, Inc. 610.04%1.14%6.05%Q2 2014Q1 202211
SUNTRUST BANKS INC 11110.00%0.01%0.02%Q2 2013Q4 201511
NEXT Financial Group, Inc 620.00%0.11%0.20%Q4 2018Q4 202111
Krilogy Financial LLC 1010.00%0.02%0.07%Q3 2015Q3 201811
OTA Financial Group L.P. 310.18%0.89%2.80%Q2 2013Q3 202211
Banco Santander, S.A. 520.00%0.03%0.08%Q2 2018Q2 202211
M Holdings Securities, Inc. 910.07%0.22%0.39%Q1 2014Q2 202010
HARBOUR INVESTMENTS, INC. 640.00%0.29%0.96%Q1 2021Q3 202310
Surevest, LLC 640.01%0.87%2.35%Q4 2018Q3 202210
Canal Capital Management, LLC 710.17%0.43%0.81%Q3 2015Q3 201910
RFG Advisory, LLC 910.06%0.15%0.54%Q2 2015Q1 202010
Blue Edge Capital, LLC 10100.89%1.18%1.30%Q4 2016Q1 201910
ACG Wealth 10100.04%0.35%0.95%Q2 2020Q3 202210
Covenant Partners, LLC 610.06%0.08%0.09%Q4 2019Q3 202310
Arkadios Wealth Advisors 10100.01%0.10%0.28%Q2 2020Q3 202210
IEQ CAPITAL, LLC 10100.01%0.03%0.04%Q4 2019Q1 202210
Daiwa Securities Group Inc. 10100.00%0.00%0.00%Q2 2017Q3 201910
Lake Point Wealth Management 520.00%0.01%0.12%Q4 2018Q2 202210
MBM Wealth Consultants, LLC 912.05%3.62%5.49%Q4 2018Q2 202310
SCS Capital Management LLC 710.53%1.17%2.20%Q4 2017Q4 202210
Accel Wealth Management 10100.00%0.00%0.00%Q4 2020Q1 202310
OLD MISSION CAPITAL LLC 310.02%0.25%0.53%Q1 2017Q2 202210
COMMERCE BANK 730.00%0.00%0.01%Q2 2017Q2 202210
WRAPMANAGER INC 550.07%0.19%0.54%Q1 2018Q3 202310
Yorktown Management & Research Co Inc 10100.19%1.18%2.79%Q2 2013Q3 201510
Capital Asset Advisory Services LLC 10100.00%0.00%0.00%Q4 2019Q1 202210
Bogart Wealth, LLC 510.00%0.10%0.33%Q1 2020Q1 202310
Financial Architects, Inc 510.00%0.07%0.24%Q1 2014Q2 202010
Aft, Forsyth & Sober, LLC 10100.38%1.89%7.26%Q4 2019Q1 202210
Visionary Wealth Advisors 10100.08%0.13%0.22%Q2 2021Q3 202310
State of New Jersey Common Pension Fund D 10100.08%0.31%0.62%Q2 2021Q3 202310
LIBERTY WEALTH MANAGEMENT LLC 910.00%0.00%0.00%Q1 2019Q3 202110
CGN Advisors LLC 10100.12%0.42%0.54%Q4 2020Q1 202310
Virtus Investment Advisers, Inc. 710.04%3.63%30.75%Q3 2016Q4 201910
HARBOR ADVISORY CORP /MA/ 993.02%5.76%7.51%Q4 2017Q4 20199
SIMPLEX TRADING, LLC 410.00%0.00%0.00%Q1 2015Q1 20239
Stonebridge Financial Planning Group, LLC 990.01%0.14%0.36%Q4 2019Q4 20219
CURIAN CAPITAL LLC 990.10%0.13%0.16%Q4 2013Q4 20159
Ausdal Financial Partners, Inc. 540.06%0.29%0.57%Q4 2015Q3 20189
Fermata Advisors, LLC 810.15%0.88%1.35%Q2 2021Q3 20239
Cutler Group LLC / CA 530.00%0.00%0.00%Q3 2016Q3 20229
KLK CAPITAL MANAGEMENT LLC 541.43%3.63%6.18%Q2 2021Q3 20239
Psagot Value Holdings Ltd. / (Israel) 990.24%0.67%1.05%Q3 2021Q3 20239
High Net Worth Advisory Group LLC 990.06%0.24%0.36%Q4 2021Q4 20239
COMERICA BANK 310.00%0.00%0.01%Q2 2013Q3 20239
Virtu KCG Holdings LLC 310.00%0.03%0.09%Q3 2013Q1 20179
Essex LLC 995.11%6.29%6.68%Q3 2021Q3 20239
EVOKE WEALTH, LLC 810.00%0.01%0.01%Q3 2019Q4 20219
Mach-1 Financial Group, LLC 880.00%6.70%15.95%Q4 2020Q3 20229
EMERSON INVESTMENT MANAGEMENT, LLC 990.44%0.49%0.52%Q1 2014Q1 20169
GeoWealth Management, LLC 810.04%0.15%0.43%Q3 2019Q3 20239
ATLAS CAPITAL ADVISORS LLC 610.02%0.17%0.54%Q1 2018Q2 20229
SPINNAKER TRUST 991.98%2.22%2.70%Q3 2013Q3 20159
CENTRAL TRUST Co 210.00%0.00%0.01%Q3 2015Q1 20239
WELLINGTON MANAGEMENT GROUP LLP 520.00%0.00%0.01%Q3 2013Q2 20179
Sunflower Bank, N.A. 990.08%0.39%0.61%Q3 2021Q3 20239
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 410.01%0.62%1.42%Q3 2018Q3 20239
SeaBridge Investment Advisors LLC 990.00%0.04%0.26%Q1 2016Q1 20189
Mitsubishi UFJ Trust & Banking Corp 610.04%0.11%0.22%Q4 2016Q4 20219
Brand Asset Management Group, Inc. 990.00%0.00%0.00%Q1 2019Q1 20219
Shamrock Asset Management LLC 990.03%0.13%0.17%Q1 2014Q1 20169
BESSEMER GROUP INC 990.00%0.00%0.01%Q2 2013Q2 20159
ROOSEVELT INVESTMENT GROUP LLC 510.02%0.04%0.06%Q2 2014Q2 20179
Matthew Goff Investment Advisor, LLC 541.55%2.25%2.92%Q3 2017Q3 20239
PEOPLES BANK /OH 990.13%0.31%0.45%Q3 2021Q3 20239
EAGLE ASSET MANAGEMENT INC 880.01%0.01%0.01%Q4 2021Q3 20238
Epic Trust Investment Advisors, LLC 881.80%2.16%2.58%Q4 2021Q3 20238
Financial Gravity Asset Management, Inc. 510.00%0.15%0.44%Q1 2019Q3 20238
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
Annapolis Financial Services, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
AXXCESS WEALTH MANAGEMENT, LLC 880.02%0.02%0.02%Q4 2021Q3 20238
Missouri Trust & Investment Co 881.42%1.74%2.01%Q4 2021Q3 20238
Argentus Capital Management, LLC 880.14%0.93%1.73%Q4 2014Q3 20168
Cassaday & Co Inc. 510.00%1.82%13.66%Q1 2015Q3 20208
SIGNET FINANCIAL MANAGEMENT, LLC 880.05%0.36%0.61%Q3 2021Q2 20238
Centennial Wealth Advisory LLC 510.12%0.20%0.33%Q4 2020Q3 20238
Exchange Capital Management, Inc. 440.00%0.05%0.18%Q4 2014Q1 20178
SYNOVUS FINANCIAL CORP 510.00%0.00%0.00%Q2 2013Q2 20208
Level Financial Advisors 880.01%0.05%0.09%Q4 2021Q3 20238
HRT FINANCIAL LP 210.00%0.01%0.03%Q2 2019Q2 20238
FAGAN ASSOCIATES, INC. 880.45%0.74%1.07%Q1 2014Q4 20158
Granite Investment Advisors, LLC 530.03%0.05%0.06%Q4 2013Q4 20158
DEARBORN CAPITAL MANAGEMENT LLC 885.14%8.91%11.95%Q4 2016Q3 20188
Raleigh Capital Management Inc. 880.02%0.05%0.20%Q4 2021Q3 20238
Palouse Capital Management, Inc. 880.10%0.11%0.12%Q4 2020Q3 20228
Menard Financial Group LLC 620.33%0.56%1.87%Q4 2019Q4 20218
Newbridge Financial Services Group, Inc. 620.00%0.00%0.00%Q3 2020Q1 20238
CAHILL FINANCIAL ADVISORS INC 880.66%0.99%1.25%Q4 2013Q3 20158
New Millennium Group LLC 880.10%0.33%0.62%Q4 2021Q3 20238
Migdal Insurance & Financial Holdings Ltd. 710.00%0.00%0.00%Q4 2016Q1 20198
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Realta Investment Advisors 420.00%0.00%0.01%Q1 2019Q3 20238
AlphaStar Capital Management, LLC 620.00%0.13%0.20%Q4 2017Q2 20208
Penn Capital Management Company, LLC 880.10%0.12%0.14%Q4 2017Q3 20198
CARDIFF PARK ADVISORS, LLC 880.05%0.11%0.16%Q4 2021Q3 20238
Echo45 Advisors LLC 885.98%7.34%8.12%Q4 2021Q3 20238
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 880.02%0.03%0.03%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.00%0.04%0.08%Q4 2021Q3 20238
Callan Capital, LLC 880.32%0.41%0.51%Q3 2013Q2 20158
Cranbrook Wealth Management, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Sage Advisory Services, Ltd.Co. 880.48%0.86%1.09%Q4 2021Q3 20238
Wavelength Capital Management, LLC 886.09%8.48%10.56%Q4 2021Q3 20238
AdvisorShares Investments LLC 880.04%0.30%1.01%Q4 2019Q3 20218
ANGELES WEALTH MANAGEMENT, LLC 772.23%2.75%3.85%Q1 2022Q3 20237
ETRADE Capital Management LLC 430.01%0.02%0.06%Q2 2013Q4 20157
Schwab Charitable Fund 770.03%0.06%0.08%Q3 2021Q1 20237
Financial Strategies Group, Inc. 770.10%0.17%0.24%Q1 2022Q3 20237
SJS Investment Consulting Inc. 520.03%0.03%0.04%Q4 2021Q3 20237
Wela Strategies, Inc. 618.48%8.89%10.00%Q1 2017Q4 20187
AJ WEALTH STRATEGIES, LLC 770.03%1.86%4.36%Q1 2021Q3 20227
SUMITOMO MITSUI FINANCIAL GROUP, INC. 770.15%0.22%0.27%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
B. Riley Wealth Management, Inc. 430.00%0.03%0.06%Q1 2014Q4 20217
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 610.07%0.12%0.15%Q4 2018Q2 20217
TOEWS CORP /ADV 520.25%1.66%3.13%Q1 2021Q2 20237
LifePlan Financial Group, Inc 770.00%0.00%0.00%Q1 2019Q3 20207
First Allied Asset Management, Inc. 770.90%1.36%1.75%Q3 2013Q1 20157
Graves Light Lenhart Wealth, Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
SURIENCE PRIVATE WEALTH LLC 434.11%6.09%9.09%Q4 2021Q3 20237
WATERS PARKERSON & CO., LLC 770.02%0.02%0.03%Q4 2013Q2 20157
BAIRD ROBERT W & CO INC /WI/ 770.03%0.04%0.06%Q3 2013Q1 20157
MADISON INVESTMENT HOLDINGS INC 770.01%0.34%0.76%Q1 2015Q3 20167
Bruderman Asset Management, LLC 510.01%0.11%0.14%Q1 2019Q3 20217
IRON Financial LLC 310.34%3.41%7.25%Q1 2017Q4 20197
Placemark Investments, Inc. 770.07%0.16%0.22%Q2 2013Q4 20147
Astor Investment Management LLC 771.88%3.85%5.28%Q4 2015Q2 20177
BANK HAPOALIM BM 770.06%0.08%0.11%Q1 2014Q3 20157
Rockbridge Investment Management, LCC 770.01%0.01%0.02%Q2 2020Q4 20217
MONEY CONCEPTS CAPITAL CORP 520.00%0.01%0.02%Q4 2020Q4 20227
Mathes Company, Inc. 770.23%0.41%0.62%Q4 2013Q2 20157
NORTHERN TRUST CORP 210.00%0.00%0.00%Q2 2013Q2 20197
Legacy Financial Group LLC 410.01%0.39%0.57%Q4 2020Q3 20237
FLAGSHIP HARBOR ADVISORS, LLC 770.00%0.00%0.00%Q2 2018Q4 20197
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 520.09%0.22%0.52%Q4 2018Q1 20237
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
BROWN BROTHERS HARRIMAN & CO 610.00%0.00%0.00%Q2 2013Q3 20157
Edge Advisors, LLC 770.01%0.01%0.01%Q4 2016Q2 20187
Baystate Wealth Management LLC 610.00%0.10%0.12%Q1 2015Q3 20197
WESTPORT RESOURCES MANAGEMENT INC 660.66%1.46%1.95%Q2 2013Q3 20146
Private Advisory Group LLC 510.47%0.71%0.99%Q4 2017Q2 20196
CYPRESS FINANCIAL PLANNING LLC 660.54%0.60%0.66%Q2 2022Q3 20236
Aristotle Pacific Capital, LLC 6627.48%50.40%85.08%Q2 2022Q3 20236
Royal Fund Management, LLC 210.00%0.01%0.05%Q1 2017Q2 20236
Atria Wealth Solutions, Inc. 510.00%0.02%0.04%Q1 2022Q3 20236
NewEdge Advisors, LLC 660.02%0.03%0.05%Q2 2022Q3 20236
WESTWOOD HOLDINGS GROUP INC 660.01%0.24%0.38%Q4 2018Q1 20206
Ironsides Asset Advisors, LLC 660.22%0.94%1.77%Q2 2014Q3 20156
SIMON QUICK ADVISORS, LLC 410.00%0.01%0.03%Q2 2019Q1 20226
Assured Investment Management LLC 660.15%0.17%0.19%Q4 2014Q1 20166
UBS AG 660.06%0.07%0.08%Q2 2013Q3 20146
New England Private Wealth Advisors LLC 660.21%0.25%0.31%Q2 2014Q3 20156
COLONY GROUP LLC 660.04%0.19%0.29%Q3 2014Q4 20156
COWEN INC. 660.00%0.07%0.14%Q3 2016Q4 20176
Merit Financial Group, LLC 410.02%0.26%0.42%Q2 2020Q3 20236
VALICENTI ADVISORY SERVICES INC 660.40%0.44%0.46%Q4 2021Q1 20236
CAPSTONE INVESTMENT ADVISORS, LLC 210.01%0.03%0.06%Q4 2019Q2 20236
Dorsey & Whitney Trust CO LLC 660.04%0.06%0.07%Q2 2013Q3 20146
REGIONS FINANCIAL CORP 510.00%0.00%0.00%Q4 2017Q1 20216
WealthCare Investment Partners, LLC 660.62%1.02%1.44%Q2 2022Q3 20236
WASHINGTON TRUST BANK 660.03%0.05%0.08%Q1 2014Q2 20156
MARINER INDEPENDENT ADVISOR NETWORK, LLC 510.02%0.09%0.16%Q4 2020Q3 20226
Stratos Wealth Advisors, LLC 510.06%0.08%0.10%Q2 2020Q1 20226
Wells Financial Advisors INC 662.28%3.94%5.12%Q4 2021Q1 20236
CANTOR FITZGERALD, L. P. 660.24%0.32%0.41%Q2 2022Q3 20236
ABSOLUTE CAPITAL MANAGEMENT, LLC 420.07%1.60%4.86%Q4 2021Q2 20236
Ascent Group, LLC 310.04%0.05%0.06%Q4 2021Q3 20236
Private Ocean, LLC 330.00%0.00%0.02%Q1 2018Q3 20236
Strategic Blueprint, LLC 510.04%0.09%0.13%Q2 2021Q3 20236
Ionic Capital Management LLC 330.01%0.05%0.11%Q3 2013Q1 20186
STRINGER ASSET MANAGEMENT, LLC 510.21%1.45%1.86%Q2 2014Q4 20186
Meridian Wealth Management, LLC 660.03%0.06%0.11%Q2 2022Q3 20236
First PREMIER Bank 330.00%0.01%0.01%Q3 2017Q3 20196
Chicago Partners Investment Group LLC 660.05%0.06%0.06%Q2 2015Q3 20166
Great Lakes Retirement, Inc. 420.25%0.79%1.24%Q4 2019Q3 20236
Belpointe Asset Management LLC 310.01%0.01%0.02%Q3 2018Q1 20236
Source Financial Advisors LLC 660.11%0.24%0.32%Q4 2021Q1 20236
Citizens Business Bank 660.59%0.67%0.76%Q4 2020Q1 20226
Risk Paradigm Group, LLC 660.99%1.28%1.91%Q3 2016Q4 20176
COMMUNITY BANK SYSTEM, INC. 660.02%0.64%1.06%Q2 2013Q3 20146
CITY HOLDING CO 660.00%0.00%0.00%Q1 2021Q2 20226
Columbus Macro, LLC 660.17%0.29%0.38%Q4 2019Q1 20216
EDMOND DE ROTHSCHILD HOLDING S.A. 420.00%0.00%0.01%Q2 2015Q3 20206
HERITAGE WEALTH MANAGEMENT, LLC 420.01%0.01%0.01%Q2 2021Q4 20226
FRANKLIN RESOURCES INC 210.00%0.00%0.00%Q1 2018Q2 20236
LOOMIS SAYLES & CO L P 310.00%0.01%0.01%Q1 2020Q3 20236
GREAT LAKES ADVISORS, LLC 660.02%0.03%0.04%Q2 2013Q3 20146
SENTINEL ASSET MANAGEMENT, INC. 660.00%0.68%1.26%Q2 2016Q3 20176
GREATMARK INVESTMENT PARTNERS, INC. 660.04%0.04%0.04%Q2 2022Q3 20236
Antonetti Capital Management LLC 661.74%5.03%6.85%Q2 2013Q3 20146
Miracle Mile Advisors, LLC 420.57%0.90%1.31%Q3 2014Q2 20226
Alexandria Capital, LLC 660.00%0.00%0.00%Q4 2014Q1 20166
Dynamic Advisor Solutions LLC 660.10%0.12%0.13%Q4 2015Q1 20176
ASPIRIANT, LLC 320.02%0.09%0.18%Q1 2014Q3 20155
Savior LLC 550.00%0.00%0.00%Q2 2020Q2 20215
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q4 2019Q4 20225
THOMPSON SIEGEL & WALMSLEY LLC 550.10%0.25%0.30%Q2 2021Q2 20225
MARSHALL WACE, LLP 310.01%0.04%0.10%Q1 2021Q4 20225
IRONWOOD WEALTH MANAGEMENT, INC. 553.96%4.19%4.78%Q3 2022Q3 20235
FIRST MANHATTAN CO. LLC. 550.00%0.00%0.00%Q4 2016Q4 20175
JMAC ENTERPRISES LLC 550.47%0.51%0.54%Q4 2021Q4 20225
Kavar Capital Partners, LLC 550.23%0.30%0.37%Q1 2014Q1 20155
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 320.01%0.07%0.14%Q3 2021Q3 20235
Westbourne Investment Advisors, Inc. 210.05%0.21%0.32%Q2 2015Q3 20185
Ameritas Investment Company, LLC 310.00%0.04%0.15%Q4 2018Q1 20215
Evercore Wealth Management, LLC 410.00%0.00%0.00%Q4 2013Q4 20155
SCOTIA CAPITAL INC. 550.01%0.01%0.01%Q4 2014Q4 20155
CETERA INVESTMENT MANAGEMENT LLC 550.20%0.21%0.24%Q1 2016Q1 20175
Cascadia Advisory Services, LLC 310.08%0.17%0.35%Q4 2019Q3 20215
FormulaFolio Investments, LLC 210.00%0.31%0.58%Q2 2018Q2 20215
Colonial Trust Co / SC 550.00%0.10%0.18%Q3 2022Q3 20235
Commonwealth Financial Services, LLC 550.02%0.04%0.08%Q4 2014Q4 20155
Arden Trust Co 410.00%0.66%1.42%Q1 2020Q4 20235
Bank Julius Baer & Co. Ltd, Zurich 410.00%0.08%0.15%Q2 2020Q4 20215
Curran Financial Partners, LLC 552.73%3.32%3.63%Q3 2022Q3 20235
Sonora Investment Management, LLC 210.00%0.00%0.00%Q1 2016Q3 20215
Integrated Advisors Network LLC 320.04%0.06%0.07%Q3 2021Q3 20235
Coppell Advisory Solutions LLC 410.14%0.20%0.22%Q4 2020Q3 20235
MANAGED ACCOUNT ADVISORS LLC 550.00%0.00%0.00%Q2 2014Q2 20155
Altium Wealth Management LLC 550.07%0.12%0.15%Q4 2018Q4 20195
Tranquilli Financial Advisor LLC 550.28%0.30%0.32%Q4 2020Q4 20215
Oakworth Capital, Inc. 210.00%0.00%0.01%Q4 2015Q3 20225
Parkside Financial Bank & Trust 320.01%0.01%0.01%Q2 2016Q4 20215
ETF Store, Inc. 550.18%0.22%0.24%Q3 2022Q3 20235
Arcus Capital Partners, LLC 550.45%0.59%0.69%Q1 2018Q1 20195
MID CONTINENT CAPITAL LLC/IL 550.56%0.59%0.62%Q3 2013Q3 20145
Hedeker Wealth, LLC 550.92%1.38%1.78%Q2 2021Q2 20225
Advocacy Wealth Management Services, LLC 550.01%0.08%0.26%Q4 2015Q4 20165
Castleview Partners, LLC 310.00%0.01%0.02%Q2 2021Q3 20235
MILLIE CAPITAL MANAGEMENT, LLC 550.92%1.87%2.61%Q4 2016Q4 20175
Nuveen Asset Management, LLC 310.00%0.00%0.01%Q2 2019Q4 20225
Intellectus Partners, LLC 550.00%0.00%0.00%Q2 2017Q2 20185
Long Wharf Investors, Inc. 551.86%2.05%2.32%Q2 2013Q2 20145
NEW ENGLAND SECURITIES CORP /MA/ 410.00%0.01%0.04%Q3 2013Q4 20145
USAdvisors Wealth Management, LLC 550.24%0.33%0.43%Q4 2020Q4 20215
Eudaimonia Partners, LLC 410.00%0.02%0.04%Q4 2019Q1 20215
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
ADVANTAGE INVESTMENT MANAGEMENT, LLC 550.00%0.01%0.02%Q2 2016Q2 20175
Leonetti & Associates, LLC 210.07%0.08%0.09%Q2 2015Q3 20175
CreativeOne Wealth, LLC 310.01%0.18%0.75%Q1 2019Q2 20235
EPG Wealth Management LLC 320.00%0.00%0.00%Q4 2019Q3 20235
TCI Wealth Advisors, Inc. 320.00%0.00%0.01%Q4 2013Q4 20175
Lombard Odier Transatlantic Ltd 550.03%0.06%0.08%Q4 2014Q4 20155
Virtu Financial LLC 320.02%0.04%0.08%Q4 2017Q3 20195
CALTON & ASSOCIATES, INC. 410.00%0.20%0.33%Q4 2017Q4 20215
BADGLEY PHELPS & BELL INC 550.23%0.24%0.24%Q3 2013Q3 20145
VICUS CAPITAL 550.04%0.32%0.55%Q1 2014Q1 20155
COWA, LLC 550.10%0.12%0.14%Q4 2020Q4 20215
Cable Hill Partners, LLC 550.00%0.00%0.00%Q3 2017Q3 20185
Hayden Royal, LLC 210.78%0.82%0.86%Q4 2019Q2 20215
FURE FINANCIAL CORP 551.01%1.10%1.34%Q4 2020Q4 20215
STEEL GROVE CAPITAL ADVISORS, LLC 550.16%4.06%7.22%Q3 2013Q3 20145
BRASADA CAPITAL MANAGEMENT, LP 410.06%0.13%0.23%Q1 2018Q1 20215
OXFORD ASSET MANAGEMENT LLP 220.01%0.02%0.03%Q3 2017Q3 20184
Mount Lucas Management LP 210.45%1.64%2.66%Q4 2015Q4 20214
Mid-American Wealth Advisory Group, Inc. 220.16%1.42%2.86%Q4 2021Q3 20234
Paradigm Financial Partners, LLC 440.39%0.60%0.70%Q1 2021Q4 20214
Cedar Wealth Management, LLC 440.00%0.01%0.01%Q2 2021Q1 20224
Strategic Capital Alternatives LLC 310.01%0.38%0.74%Q3 2014Q3 20154
Asset Planning Services, Ltd. 440.05%0.05%0.06%Q4 2018Q3 20194
McNaughton Wealth Management, LLC 440.19%1.11%1.73%Q4 2019Q3 20204
Tidal Investments LLC 440.04%0.04%0.05%Q4 2022Q3 20234
Clarity Financial LLC 440.17%0.52%0.90%Q4 2020Q3 20214
OLD NATIONAL BANCORP /IN/ 440.01%0.01%0.02%Q4 2014Q3 20154
Cedar Brook Financial Partners, LLC 310.06%0.06%0.07%Q2 2021Q2 20234
Farther Finance Advisors, LLC 440.04%0.08%0.14%Q4 2022Q3 20234
Polaris Wealth Advisory Group, LLC 444.49%4.69%5.15%Q3 2013Q2 20144
AFFINITY WEALTH MANAGEMENT LLC 440.08%0.09%0.10%Q1 2019Q4 20194
BALDWIN BROTHERS LLC/MA 440.00%0.00%0.00%Q1 2023Q4 20234
BOYS ARNOLD & CO INC 440.07%0.10%0.11%Q4 2013Q3 20144
EverSource Wealth Advisors, LLC 220.00%0.01%0.02%Q4 2021Q4 20224
Mutual Advisors, LLC 440.03%0.13%0.40%Q1 2018Q4 20184
Barnett & Company, Inc. 220.04%0.10%0.16%Q2 2015Q2 20164
Strategic Capital Group LLC 440.03%0.86%1.66%Q3 2013Q2 20144
Avidian Wealth Solutions, LLC 210.00%0.26%0.46%Q2 2014Q3 20184
MANNING & NAPIER ADVISORS LLC 440.00%0.00%0.00%Q4 2015Q3 20164
Golden State Wealth Management, LLC 310.01%0.16%0.22%Q1 2019Q1 20204
EP Wealth Advisors, LLC 440.07%0.15%0.20%Q1 2018Q4 20184
AVANTAX ADVISORY SERVICES, INC. 310.00%0.00%0.00%Q3 2020Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
FWL INVESTMENT MANAGEMENT, LLC 310.00%0.01%0.02%Q3 2022Q3 20234
BEACON INVESTMENT ADVISORY SERVICES, INC. 440.04%0.04%0.04%Q1 2018Q4 20184
RETIREMENT CAPITAL STRATEGIES 440.14%2.14%5.83%Q1 2021Q4 20214
NewEdge Wealth, LLC 440.02%0.04%0.05%Q4 2022Q3 20234
TOWNSQUARE CAPITAL LLC 440.07%0.08%0.10%Q1 2019Q4 20194
Steinberg Global Asset Management 311.78%2.48%3.22%Q1 2014Q4 20154
Peak Asset Management, LLC 440.11%0.12%0.15%Q4 2014Q3 20154
RPg Family Wealth Advisory, LLC 440.01%0.02%0.04%Q1 2017Q4 20174
CI INVESTMENTS INC. 210.00%0.11%0.27%Q4 2013Q4 20224
Register Financial Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.00%0.08%0.11%Q4 2022Q3 20234
Bell Bank 310.15%0.20%0.26%Q2 2013Q2 20224
ICON ADVISERS INC/CO 210.06%0.22%0.45%Q3 2020Q3 20234
RELIANCE TRUST CO 440.23%0.31%0.38%Q4 2013Q3 20144
VECTOR WEALTH MANAGEMENT, LLC 440.24%0.32%0.39%Q4 2012Q3 20134
MGO ONE SEVEN LLC 440.03%0.11%0.28%Q4 2022Q3 20234
RiverGlades Family Offices LLC 440.43%0.65%0.88%Q4 2017Q3 20184
Employees' Retirement Fund of the City of Fort Worth 440.94%1.01%1.10%Q4 2022Q3 20234
Clarius Group, LLC 440.77%0.77%0.78%Q4 2016Q3 20174
Tradition Wealth Management, LLC 210.00%0.00%0.00%Q4 2020Q1 20234
Headlands Technologies LLC 440.04%0.09%0.20%Q4 2022Q3 20234
Empowered Funds, LLC 210.05%0.52%0.72%Q4 2020Q3 20234
LifePro Asset Management 440.44%1.09%2.07%Q4 2022Q3 20234
Zullo Investment Group, Inc. 440.01%0.01%0.01%Q4 2021Q3 20224
Outlook Wealth Advisors, LLC 440.12%0.31%0.54%Q1 2019Q4 20194
LAZARD ASSET MANAGEMENT LLC 440.03%0.03%0.03%Q2 2013Q1 20144
Charter Oak Capital Management, LLC 440.00%0.01%0.02%Q3 2021Q2 20224
HOWARD FINANCIAL SERVICES, LTD. 440.72%0.85%1.05%Q4 2022Q3 20234
Ken Stern & Associates, Inc. 443.46%3.84%4.16%Q4 2014Q3 20154
DELTA ASSET MANAGEMENT LLC/TN 440.00%0.00%0.00%Q4 2022Q3 20234
MD Financial Management Inc. 440.43%0.83%1.08%Q1 2021Q4 20214
DUDLEY CAPITAL MANAGEMENT, LLC 440.21%0.22%0.22%Q4 2022Q3 20234
BANK OF NOVA SCOTIA 440.01%0.01%0.02%Q4 2020Q3 20214
JFS WEALTH ADVISORS, LLC 440.01%0.01%0.02%Q3 2014Q2 20154
CONDOR CAPITAL MANAGEMENT 440.03%0.05%0.05%Q4 2018Q3 20194
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
HUTCHENS INVESTMENT MANAGEMENT INC 440.27%0.28%0.32%Q4 2014Q3 20154
Sharper & Granite LLC 441.87%1.99%2.13%Q4 2022Q3 20234
Howard Capital Management Inc. 441.26%1.52%1.85%Q4 2017Q3 20184
Hutchens & Kramer Investment Management Group, LLC 210.42%1.68%3.16%Q1 2022Q3 20234
GRIMES & COMPANY, INC. 314.55%5.68%6.31%Q3 2018Q3 20234
DRW Securities, LLC 310.03%0.15%0.31%Q1 2014Q2 20154
Leucadia National 440.13%0.25%0.34%Q4 2022Q3 20234
Elo Mutual Pension Insurance Co 441.51%1.70%1.87%Q4 2022Q3 20234
NewSquare Capital LLC 441.52%1.97%2.69%Q4 2013Q3 20144
Edmond de Rothschild (Europe) 440.01%0.03%0.07%Q2 2015Q1 20164
ADELL HARRIMAN & CARPENTER INC 440.12%0.13%0.15%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Braun-Bostich & Associates Inc. 440.03%0.32%0.74%Q4 2017Q3 20184
Bartlett & Co. LLC 210.00%0.00%0.00%Q2 2013Q1 20184
M&R CAPITAL MANAGEMENT INC 440.00%0.00%0.00%Q4 2022Q3 20234
McNamara Financial Services, Inc. 440.27%0.28%0.32%Q4 2014Q3 20154
RKL Wealth Management LLC 440.06%0.09%0.12%Q4 2016Q3 20174
DENVER WEALTH MANAGEMENT, INC. 440.32%0.35%0.37%Q4 2022Q3 20234
True Wealth Design, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 310.06%0.09%0.11%Q2 2018Q4 20224
55I, LLC 440.04%0.12%0.26%Q1 2020Q4 20204
Three Peaks Capital Management, LLC 440.69%1.02%1.16%Q4 2020Q3 20214
Pine River Capital Management L.P. 440.11%1.24%2.51%Q4 2014Q3 20154
Stonebridge Capital Advisors LLC 210.00%0.00%0.00%Q1 2021Q3 20234
Bigelow Investment Advisors, LLC 440.17%0.32%0.38%Q1 2018Q4 20184
BlackRock Investment Management, LLC 220.00%0.00%0.00%Q4 2013Q1 20154
TFB Advisors LLC 210.11%0.20%0.29%Q4 2022Q3 20233
DARK FOREST CAPITAL MANAGEMENT LP 330.13%0.19%0.27%Q1 2023Q3 20233
Jackson Creek Investment Advisors LLC 330.21%0.23%0.26%Q1 2022Q3 20223
BAILARD, INC. 330.05%0.06%0.07%Q4 2014Q2 20153
Aris Wealth Services, Inc. 210.03%0.33%0.49%Q3 2013Q1 20153
Sigma Planning Corp 330.01%0.02%0.03%Q1 2023Q3 20233
Progeny 3, Inc. 333.27%3.90%4.48%Q4 2014Q2 20153
Gladstone Institutional Advisory LLC 330.06%0.08%0.10%Q2 2020Q4 20203
Gupta Wealth Management LLC 330.00%0.07%0.12%Q1 2015Q3 20153
ArchPoint Investors 330.07%0.16%0.20%Q3 2021Q1 20223
SouthState Corp 210.01%0.03%0.08%Q3 2014Q4 20213
Acorn Wealth Advisors, LLC 330.03%0.03%0.03%Q4 2017Q2 20183
Marcum Wealth, LLC 330.03%0.03%0.03%Q1 2022Q3 20223
Advisor OS, LLC 330.31%0.31%0.32%Q1 2021Q3 20213
Eagle Capital Management, LLC 337.40%7.59%7.77%Q1 2014Q3 20143
HAYS ADVISORY LLC 330.12%0.13%0.15%Q3 2014Q1 20153
QP WEALTH MANAGEMENT, LLC 330.42%0.45%0.51%Q1 2023Q3 20233
Livingston Group Asset Management CO (operating as Southport Capital Management) 210.02%0.21%0.35%Q2 2016Q1 20223
Rockwood Wealth Management, LLC 330.10%0.14%0.16%Q4 2021Q2 20223
Destiny Capital Corp/CO 332.61%2.75%2.85%Q4 2022Q2 20233
CLEAR STREET MARKETS LLC 110.29%0.46%0.59%Q3 2013Q3 20153
Valmark Advisers, Inc. 210.01%0.02%0.03%Q4 2014Q1 20163
Novak Financial Planning, LLC 330.23%0.24%0.24%Q4 2020Q2 20213
Windhaven Investment Management, Inc. 110.00%0.00%0.01%Q2 2014Q4 20153
VitalStone Financial, LLC 210.01%0.05%0.10%Q4 2022Q3 20233
Lombard Odier & Cie (Canada), Limited Partnership 330.04%0.05%0.06%Q1 2014Q3 20143
Lebenthal Global Advisors, LLC 330.80%0.88%0.98%Q1 2023Q3 20233
CIBC WORLD MARKET INC. 330.00%0.00%0.00%Q2 2021Q4 20213
Hanson & Doremus Investment Management 330.00%0.00%0.00%Q4 2017Q2 20183
NORTHERN CAPITAL MANAGEMENT LLC 330.74%1.09%1.48%Q3 2015Q1 20163
KMS FINANCIAL SERVICES, INC 330.05%0.08%0.12%Q3 2013Q1 20143
NINE MASTS CAPITAL Ltd 210.58%0.96%1.23%Q4 2017Q3 20183
Blue Chip Partners, LLC 330.02%0.03%0.04%Q2 2021Q4 20213
Spire Wealth Management 330.00%0.00%0.00%Q3 2022Q1 20233
Narus Financial Partners, LLC 330.14%0.14%0.15%Q1 2023Q3 20233
Bay Harbor Wealth Management, LLC 330.32%0.34%0.38%Q4 2018Q2 20193
Western Wealth Management, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 330.09%0.19%0.25%Q2 2015Q4 20153
K2 PRINCIPAL FUND, L.P. 220.03%0.11%0.27%Q1 2016Q2 20163
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 210.00%0.00%0.00%Q1 2014Q4 20143
CITY NATIONAL BANK 330.00%0.01%0.01%Q1 2015Q3 20153
Transform Wealth, LLC 110.03%0.91%2.18%Q2 2019Q2 20233
SYMPHONY ASSET MANAGEMENT LLC 330.04%0.94%1.92%Q2 2016Q4 20163
BB&T INVESTMENT SERVICES, INC. 210.00%0.01%0.02%Q4 2016Q4 20173
Pinnacle Wealth Management Advisory Group, LLC 210.22%0.41%0.52%Q4 2014Q3 20153
Stanford Investment Group, Inc. 330.01%0.01%0.01%Q2 2016Q4 20163
Certified Advisory Corp 330.94%1.03%1.09%Q1 2023Q3 20233
Vident Investment Advisory, LLC 330.02%0.06%0.10%Q4 2021Q2 20223
Employees Retirement System of Texas 210.35%0.47%0.66%Q2 2018Q1 20193
Cornerstone Planning Group LLC 210.00%0.21%0.63%Q4 2022Q3 20233
Continuum Advisory, LLC 210.07%0.07%0.08%Q4 2022Q3 20233
Manifold Partners, LLC 210.25%0.58%0.78%Q2 2014Q2 20153
Financial Advocates Investment Management 330.03%0.07%0.15%Q3 2022Q1 20233
Peak Capital Management LLC 330.21%0.24%0.26%Q2 2017Q4 20173
BNP PARIBAS FINANCIAL MARKETS 210.00%0.01%0.02%Q2 2021Q1 20223
Goodman Advisory Group, LLC 330.01%1.70%2.86%Q1 2023Q3 20233
Global Assets Advisory, LLC 330.18%0.36%0.49%Q1 2023Q3 20233
Apollon Wealth Management, LLC 330.04%0.06%0.09%Q1 2023Q3 20233
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 210.00%0.00%0.00%Q2 2020Q3 20213
Lenox Wealth Advisors, LLC 210.00%0.01%0.03%Q4 2013Q3 20163
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 330.39%0.56%0.71%Q3 2013Q1 20143
Householder Group Estate & Retirement Specialist, LLC 110.00%0.13%0.38%Q3 2022Q3 20233
FOUNDERS FINANCIAL SECURITIES LLC 330.25%0.68%0.93%Q4 2016Q2 20173
FARMERS & MERCHANTS INVESTMENTS INC 210.00%0.00%0.00%Q2 2016Q4 20213
Windsor Capital Management, LLC 210.02%0.02%0.02%Q3 2013Q3 20153
CoreCap Advisors, LLC 110.00%0.01%0.01%Q4 2021Q4 20223
AlphaCore Capital LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Plante Moran Financial Advisors, LLC 210.00%0.00%0.00%Q4 2020Q3 20213
Covington Capital Management 210.00%0.00%0.01%Q2 2020Q3 20213
Luken Investment Analytics, LLC 330.18%0.18%0.20%Q1 2023Q3 20233
L.M. KOHN & COMPANY 330.09%0.10%0.10%Q1 2022Q3 20223
Truvestments Capital LLC 210.00%0.00%0.00%Q2 2019Q3 20233
Prime Capital Investment Advisors, LLC 210.00%0.01%0.02%Q1 2018Q4 20183
PACIFIC CAPITAL WEALTH ADVISORS, INC 331.17%1.45%1.62%Q4 2021Q2 20223
Intersect Capital LLC 220.02%0.02%0.02%Q4 2014Q1 20152
Winfield Associates, Inc. 220.38%0.39%0.39%Q2 2014Q3 20142
Edgestream Partners, L.P. 220.07%0.08%0.09%Q2 2023Q3 20232
Allspring Global Investments Holdings, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
SVB WEALTH LLC 220.00%0.00%0.00%Q1 2023Q2 20232
BRINKER CAPITAL INC 110.08%0.10%0.12%Q2 2013Q4 20142
Mader & Shannon Wealth Management, Inc. 226.30%6.56%6.82%Q1 2023Q2 20232
Winslow, Evans & Crocker, Inc. 220.00%0.00%0.00%Q2 2015Q3 20152
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 220.01%0.01%0.01%Q2 2020Q3 20202
Holistic Financial Partners 220.05%0.05%0.05%Q4 2017Q1 20182
FineMark National Bank & Trust 110.00%0.00%0.01%Q2 2014Q4 20212
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q4 2021Q1 20232
Institute for Wealth Management, LLC. 220.10%0.10%0.10%Q2 2017Q3 20172
TORTOISE CAPITAL ADVISORS, L.L.C. 220.09%0.09%0.09%Q1 2019Q2 20192
Keel Point, LLC 110.04%0.05%0.06%Q4 2022Q3 20232
CI Global Investments Inc. 220.01%0.02%0.03%Q3 2015Q4 20152
Litman Gregory Wealth Management LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Verition Fund Management LLC 110.01%0.07%0.13%Q4 2014Q3 20222
Fiduciary Alliance LLC 110.00%0.01%0.01%Q4 2022Q2 20232
Signify Wealth 225.91%9.12%12.32%Q2 2023Q3 20232
Kalos Management, Inc. 220.18%0.20%0.21%Q4 2015Q1 20162
People's United Financial, Inc. 220.00%0.00%0.00%Q1 2017Q2 20172
MONETA GROUP INVESTMENT ADVISORS LLC 110.01%0.02%0.04%Q2 2018Q4 20182
Firestone Capital Management 220.00%0.00%0.00%Q4 2019Q1 20202
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 220.00%0.00%0.00%Q1 2023Q2 20232
Latitude Advisors, LLC 110.04%0.11%0.18%Q1 2022Q3 20222
AlphaMark Advisors, LLC 220.28%0.33%0.38%Q1 2014Q2 20142
Crescent Capital Consulting, LLC 220.06%0.06%0.07%Q4 2020Q1 20212
GoalVest Advisory LLC 110.00%0.00%0.00%Q4 2020Q1 20222
Rock Creek Group, LP 220.82%0.86%0.90%Q1 2021Q2 20212
Kathmere Capital Management, LLC 110.00%0.78%1.57%Q3 2020Q2 20222
Stokes Family Office, LLC 110.03%0.43%0.82%Q2 2022Q4 20222
Princeton Global Asset Management LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Fulcrum Equity Management 111.03%1.10%1.16%Q1 2021Q2 20232
Wright Fund Management, LLC 224.61%5.54%6.46%Q2 2023Q3 20232
WorthPointe, LLC 220.16%0.39%0.62%Q4 2021Q1 20222
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Greenwich Wealth Management LLC 220.13%0.19%0.26%Q1 2016Q2 20162
Global Wealth Management Investment Advisory, Inc. 220.00%0.00%0.00%Q4 2018Q1 20192
FourThought Financial, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Coppell Advisory Solutions Corp. 220.21%0.21%0.22%Q4 2022Q1 20232
PROFESSIONAL PLANNING 220.13%0.17%0.21%Q2 2021Q3 20212
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 110.00%0.01%0.01%Q2 2013Q3 20172
NOMURA HOLDINGS INC 220.01%0.01%0.01%Q2 2013Q3 20132
Crosspoint Capital Strategies, LLC 220.12%0.43%0.73%Q3 2015Q4 20152
Heritage Trust Co 220.00%0.00%0.00%Q3 2017Q4 20172
COLUMBIA ADVISORY PARTNERS LLC 220.80%0.80%0.80%Q2 2023Q3 20232
ICA Group Wealth Management, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Semmax Financial Advisors Inc. 220.01%0.01%0.01%Q4 2018Q1 20192
Money Design Co.,Ltd. 220.32%0.35%0.39%Q2 2018Q3 20182
Trilogy Capital Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
ORG Partners LLC 220.00%0.01%0.01%Q2 2023Q3 20232
CNB Bank 110.00%0.00%0.00%Q4 2020Q3 20232
Aurora Private Wealth, Inc. 220.12%0.14%0.17%Q4 2019Q1 20202
ACADIA TRUST NA 220.07%0.08%0.10%Q3 2014Q4 20142
KWB Wealth 220.16%0.16%0.16%Q4 2022Q1 20232
BALYASNY ASSET MANAGEMENT L.P. 220.01%0.01%0.01%Q2 2023Q3 20232
Claraphi Advisory Network, LLC 110.00%0.06%0.12%Q1 2020Q3 20212
AFT, FORSYTH & COMPANY, INC. 221.57%1.57%1.57%Q2 2013Q3 20132
Destiny Wealth Partners, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Visium Asset Management, LP 220.00%0.20%0.41%Q4 2014Q1 20152
Mason & Associates Inc 222.98%2.98%2.99%Q4 2021Q1 20222
Modera Wealth Management, LLC 220.10%0.13%0.16%Q3 2014Q4 20142
Industrial Alliance Investment Management Inc. 220.25%1.12%1.99%Q4 2021Q1 20222
BEACON TRUST CO 220.04%0.04%0.04%Q2 2014Q3 20142
Prospera Financial Services Inc 110.00%0.00%0.01%Q3 2020Q1 20222
McAdams Wright Ragen, Inc. 220.03%0.04%0.04%Q2 2014Q3 20142
QCM Cayman, Ltd. 110.53%0.96%1.39%Q3 2020Q2 20212
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 220.00%0.00%0.00%Q4 2015Q1 20162
Endowment Wealth Management, Inc. 220.21%0.22%0.23%Q4 2021Q1 20222
KLINGENSTEIN FIELDS & CO LP 220.01%0.01%0.01%Q4 2013Q1 20142
RWA WEALTH PARTNERS, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Little Harbor Advisors, LLC 224.99%5.07%5.16%Q2 2023Q3 20232
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 110.00%0.27%0.54%Q4 2013Q2 20222
Atlas Brown,Inc. 220.17%0.18%0.18%Q2 2015Q3 20152
TCG Advisors, LP 220.02%0.03%0.04%Q1 2019Q2 20192
GUARDIAN WEALTH ADVISORS, LLC / NC 220.00%0.00%0.01%Q2 2022Q3 20222
Peterson Wealth Advisors, LLC 220.07%0.08%0.08%Q4 2022Q1 20232
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q3 20222
Sage Investment Advisers LLC 221.01%1.06%1.11%Q4 2021Q1 20222
Gerber Kawasaki Wealth & Investment Management 110.01%0.02%0.03%Q3 2021Q2 20222
CAPITAL ONE, NATIONAL ASSOCIATION 220.03%0.03%0.03%Q1 2015Q2 20152
SAM Advisors, LLC 221.81%1.85%1.89%Q2 2023Q3 20232
Fortitude Advisory Group L.L.C. 220.00%0.00%0.01%Q4 2021Q1 20222
One Capital Management, LLC 220.01%0.02%0.03%Q4 2021Q1 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
Phoenix Holdings Ltd. 220.04%0.04%0.04%Q2 2023Q3 20232
Independent Portfolio Consultants, Inc. 220.34%0.36%0.37%Q1 2014Q2 20142
IAG Wealth Partners, LLC 220.15%0.20%0.26%Q2 2023Q3 20232
VALLEY WEALTH MANAGERS, INC. 220.00%0.00%0.01%Q2 2023Q3 20232
Sensible Financial Planning & Management, LLC. 220.04%0.05%0.07%Q3 2014Q4 20142
Blue Trust, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
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
RiverTree Advisors, LLC 223.70%3.84%3.98%Q3 2022Q4 20222
SHENKMAN CAPITAL MANAGEMENT INC 110.77%1.03%1.28%Q4 2022Q3 20232
Atomi Financial Group, Inc. 220.11%0.14%0.16%Q2 2023Q3 20232
FIRST FINANCIAL CORP /IN/ 220.00%0.01%0.01%Q2 2020Q3 20202
CIBC Private Wealth Group, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
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
Newfleet Asset Management, LLC 221.46%1.47%1.48%Q1 2021Q2 20212
American Financial Network Advisory Services LLC 220.06%0.06%0.07%Q3 2017Q4 20172
Wealthfront Advisers LLC 220.03%0.12%0.21%Q2 2023Q3 20232
CX Institutional 110.00%0.00%0.00%Q2 2019Q2 20191
D. SCOTT NEAL, INC. 110.00%0.00%0.00%Q1 2018Q1 20181
Pinkerton Retirement Specialists, LLC 110.12%0.12%0.12%Q3 2015Q3 20151
Perennial Advisors, LLC 110.02%0.02%0.02%Q4 2016Q4 20161
EWG Elevate Inc. 110.11%0.11%0.11%Q3 2023Q3 20231
Glass Jacobson Investment Advisors llc 110.00%0.00%0.00%Q4 2022Q4 20221
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
BOSTON PRIVATE BANK & TRUST CO 110.00%0.00%0.00%Q4 2014Q4 20141
INSIGHT 2811, INC. 110.49%0.49%0.49%Q3 2023Q3 20231
Accurate Wealth Management, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
Advisors Preferred, LLC 110.14%0.14%0.14%Q2 2015Q2 20151
Minot Wealth Management LLC 110.07%0.07%0.07%Q3 2021Q3 20211
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TD Capital Management LLC 110.05%0.05%0.05%Q4 2014Q4 20141
Canton Hathaway, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
IPG Investment Advisors LLC 110.14%0.14%0.14%Q2 2021Q2 20211
F3Logic, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
GENWORTH FINANCIAL INC 110.14%0.14%0.14%Q2 2013Q2 20131
Blue Sky Asset Management, LLC 110.26%0.26%0.26%Q2 2020Q2 20201
WEALTHFRONT Corp 110.00%0.00%0.00%Q3 2014Q3 20141
Ruggie Capital Group 110.01%0.01%0.01%Q2 2017Q2 20171
Community Financial Services Group, LLC 110.01%0.01%0.01%Q4 2014Q4 20141
Pathway Financial Advisors LLC 110.00%0.00%0.00%Q4 2017Q4 20171
PineBridge Investments, L.P. 110.01%0.01%0.01%Q3 2021Q3 20211
IMA Wealth, Inc. 110.01%0.01%0.01%Q2 2018Q2 20181
Vertex Planning Partners, LLC 110.20%0.20%0.20%Q4 2022Q4 20221
Financial Gravity Companies, Inc. 111.89%1.89%1.89%Q4 2018Q4 20181
WealthOne, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
MCDONALD PARTNERS LLC 113.99%3.99%3.99%Q4 2021Q4 20211
American Institute for Advanced Investment Management, LLP 110.20%0.20%0.20%Q4 2019Q4 20191
Wealthspire Advisors, L.P. 110.00%0.00%0.00%Q1 2019Q1 20191
FIRST FINANCIAL EQUITY CORPORATION 110.45%0.45%0.45%Q1 2017Q1 20171
DEARBORN PARTNERS LLC 110.04%0.04%0.04%Q4 2013Q4 20131
First Personal Financial Services 110.01%0.01%0.01%Q4 2015Q4 20151
New Century Advisors, LLC 113.80%3.80%3.80%Q1 2022Q1 20221
Hardy Reed LLC 110.05%0.05%0.05%Q4 2020Q4 20201
FINANCIAL CONSULATE, INC 110.94%0.94%0.94%Q4 2022Q4 20221
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
Integrated Wealth Concepts LLC 110.12%0.12%0.12%Q2 2023Q2 20231
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Psagot Value Holdings Ltd. 110.69%0.69%0.69%Q3 2021Q3 20211
Itau Unibanco Holding S.A. 110.13%0.13%0.13%Q4 2019Q4 20191
CARY STREET PARTNERS ASSET MANAGEMENT LLC 110.09%0.09%0.09%Q1 2022Q1 20221
Klingman & Associates, LLC 110.01%0.01%0.01%Q4 2014Q4 20141
Sunbelt Securities, Inc. 110.04%0.04%0.04%Q2 2023Q2 20231
Curi Wealth Management, LLC 110.30%0.30%0.30%Q4 2022Q4 20221
CABANA LLC 110.00%0.00%0.00%Q2 2020Q2 20201
RP Investment Advisors LP 117.66%7.66%7.66%Q4 2022Q4 20221
US FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q2 2015Q2 20151
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
TORONTO DOMINION BANK 110.00%0.00%0.00%Q2 2022Q2 20221
Cornerstone Wealth Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Osbon Capital Management LLC 115.46%5.46%5.46%Q2 2019Q2 20191
McElhenny Sheffield Capital Management, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Winch Advisory Services, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
ATWOOD & PALMER INC 110.00%0.00%0.00%Q4 2016Q4 20161
Towerpoint Wealth, LLC 110.07%0.07%0.07%Q3 2019Q3 20191
SG Select LLC 115.45%5.45%5.45%Q1 2014Q1 20141
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
FFT WEALTH MANAGEMENT LLC 110.33%0.33%0.33%Q4 2015Q4 20151
CONNING INC. 110.13%0.13%0.13%Q1 2019Q1 20191
Redhawk Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
MYCIO WEALTH PARTNERS, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 111.03%1.03%1.03%Q1 2023Q1 20231
HAP Trading, LLC 110.04%0.04%0.04%Q1 2015Q1 20151
Delphi Private Advisors LLC 110.43%0.43%0.43%Q4 2017Q4 20171
TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD 1124.30%24.30%24.30%Q4 2012Q4 20121
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Truepoint, Inc. 110.04%0.04%0.04%Q3 2017Q3 20171
Ground Swell Capital, LLC 110.92%0.92%0.92%Q4 2022Q4 20221
NEXT Financial Holdings 110.20%0.20%0.20%Q1 2019Q1 20191
Clifford Group, LLC 110.68%0.68%0.68%Q4 2022Q4 20221
Lion Street Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
CNO Financial Group, Inc. 114.02%4.02%4.02%Q3 2017Q3 20171
TFG Advisers LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Whitnell & Co. 110.02%0.02%0.02%Q2 2013Q2 20131
Tradewinds, LLC. 112.60%2.60%2.60%Q4 2022Q4 20221
BLACKROCK ADVISORS LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Walleye Trading LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Sepio Capital, LP 110.25%0.25%0.25%Q4 2021Q4 20211
HNP Capital LLC 110.19%0.19%0.19%Q1 2020Q1 20201
BOSTON FINANCIAL MANGEMENT LLC 110.20%0.20%0.20%Q2 2016Q2 20161
Walkner Condon Financial Advisors LLC 110.22%0.22%0.22%Q4 2019Q4 20191
Aveo Capital Partners, LLC 110.13%0.13%0.13%Q4 2016Q4 20161
Sandy Spring Bank 110.02%0.02%0.02%Q1 2018Q1 20181
Ellevest, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
KEYBANK NATIONAL ASSOCIATION/OH 110.00%0.00%0.00%Q3 2015Q3 20151
Jane Street Holding, LLC 110.16%0.16%0.16%Q3 2013Q3 20131
COMERICA SECURITIES,INC. 110.01%0.01%0.01%Q4 2022Q4 20221
LBA Wealth Management, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
Harel Insurance Investments & Financial Services Ltd. 110.00%0.00%0.00%Q3 2019Q3 20191
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
First Capital Advisors Group, LLC. 110.06%0.06%0.06%Q1 2018Q1 20181
Legacy Advisors, LLC 110.11%0.11%0.11%Q4 2017Q4 20171
Richwood Investment Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
First Command Financial Services, Inc. 110.01%0.01%0.01%Q2 2017Q2 20171
Halpern Financial, Inc. 110.12%0.12%0.12%Q1 2022Q1 20221
QUATTRO FINANCIAL ADVISORS LLC 110.21%0.21%0.21%Q1 2017Q1 20171
Corbenic Partners LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Astoria Portfolio Advisors LLC. 112.10%2.10%2.10%Q3 2022Q3 20221
AMERICAFIRST CAPITAL MANAGEMENT, LLC 112.39%2.39%2.39%Q3 2014Q3 20141
Coston, McIsaac & Partners 110.01%0.01%0.01%Q4 2022Q4 20221
Global Strategic Investment Solutions, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
SWS Partners 110.00%0.00%0.00%Q4 2017Q4 20171
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
HOHIMER WEALTH MANAGEMENT, LLC 110.17%0.17%0.17%Q4 2019Q4 20191
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Lifeworks Advisors, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Zions Bancorporation 110.00%0.00%0.00%Q1 2016Q1 20161
Anfield Capital Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Clearshares LLC 110.97%0.97%0.97%Q3 2020Q3 20201
Trexquant Investment LP 110.01%0.01%0.01%Q4 2021Q4 20211
Brookstone Capital Management 110.01%0.01%0.01%Q2 2015Q2 20151
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
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q1 2021Q1 20211
J.W. COLE ADVISORS, INC. 110.02%0.02%0.02%Q3 2020Q3 20201
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Trust Co 110.03%0.03%0.03%Q4 2017Q4 20171
Carnick & Kubik, LLC 110.03%0.03%0.03%Q3 2015Q3 20151
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
V Wealth Advisors LLC 110.01%0.01%0.01%Q2 2017Q2 20171
EXANE DERIVATIVES 110.08%0.08%0.08%Q3 2018Q3 20181
Renasant Bank 110.26%0.26%0.26%Q4 2020Q4 20201
Squar Milner Financial Services LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Integrated Wealth Management 110.01%0.01%0.01%Q2 2015Q2 20151
VERUS CAPITAL PARTNERS, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q2 2020Q2 20201
BluePath Capital Management, LLC 110.99%0.99%0.99%Q3 2023Q3 20231
Tempus Wealth Planning, LLC 110.21%0.21%0.21%Q3 2022Q3 20221
Live Your Vision, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
WASHINGTON TRUST Co 110.00%0.00%0.00%Q2 2018Q2 20181
HALL LAURIE J TRUSTEE 110.01%0.01%0.01%Q4 2019Q4 20191
RUSHMORE INVESTMENT ADVISORS, INC. 110.11%0.11%0.11%Q2 2013Q2 20131
Retireful, LLC 110.82%0.82%0.82%Q2 2023Q2 20231
Strategic Advocates LLC 113.57%3.57%3.57%Q3 2023Q3 20231
Altus Wealth Management, LLC 110.71%0.71%0.71%Q3 2023Q3 20231
Birchcreek Wealth Management, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
SteelPeak Wealth, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
Vontobel Swiss Wealth Advisors AG 110.77%0.77%0.77%Q2 2019Q2 20191
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
Vantage Investment Advisors, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Global Endowment Management, LP 110.25%0.25%0.25%Q3 2023Q3 20231
Price Capital Management, Inc. 110.18%0.18%0.18%Q3 2018Q3 20181
Thor Advisors, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Asset Dedication, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
CARRET ASSET MANAGEMENT, LLC 110.14%0.14%0.14%Q1 2013Q1 20131
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
SYMMETRY PEAK MANAGEMENT LLC 110.35%0.35%0.35%Q2 2017Q2 20171
Integrity Advisory, LLC 110.34%0.34%0.34%Q1 2022Q1 20221
AVALON CAPITAL MANAGEMENT 110.86%0.86%0.86%Q3 2014Q3 20141
First Command Bank 110.02%0.02%0.02%Q2 2017Q2 20171
Vigilare Wealth Management 110.85%0.85%0.85%Q4 2019Q4 20191
Guidance Point Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Clearstead Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
DESTINY CAPITAL SECURITIES CORPORATION 112.47%2.47%2.47%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.06%0.06%0.06%Q3 2023Q3 20231
Paulson Wealth Management Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
DCM Advisors, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
EFG Asset Management (Americas) Corp. 110.02%0.02%0.02%Q1 2015Q1 20151
Pinnacle Bancorp, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
HARTLINE INVESTMENT CORP/ 110.18%0.18%0.18%Q3 2022Q3 20221
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
SHELTON CAPITAL MANAGEMENT 110.05%0.05%0.05%Q3 2020Q3 20201
Bellwether Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Camarda Financial Advisors, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
External links

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