SPDR SER TR shareholder history

Current and past SPDR SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 18180.00%0.00%0.05%Q2 2019Q3 202352
SUSQUEHANNA INTERNATIONAL GROUP, LLP 18180.00%0.01%0.03%Q2 2019Q3 202348
Cutler Group LLC / CA 18180.00%0.01%0.16%Q2 2019Q3 202347
JANE STREET GROUP, LLC 18180.00%0.12%0.58%Q2 2019Q3 202339
CITIGROUP INC 18180.00%0.04%0.29%Q2 2019Q3 202337
BARCLAYS PLC 1520.00%0.02%0.14%Q2 2019Q3 202333
HSBC HOLDINGS PLC 18180.00%0.11%0.38%Q2 2019Q3 202329
Sargent Bickham Lagudis LLC 28280.01%0.08%0.26%Q1 2016Q4 202228
Sutton Wealth Advisors Inc. 26260.00%0.00%0.01%Q2 2017Q3 202326
Walleye Trading LLC 410.00%0.00%0.02%Q3 2019Q3 202323
AE Wealth Management LLC 18180.00%0.05%0.14%Q2 2019Q3 202322
BlackRock Inc. 18180.00%0.01%0.05%Q2 2019Q3 202322
HighTower Advisors, LLC 18180.00%0.01%0.04%Q2 2019Q3 202322
WOLVERINE TRADING, LLC 410.00%0.01%0.07%Q3 2019Q1 202321
MILLENNIUM MANAGEMENT LLC 18180.00%0.01%0.03%Q2 2019Q3 202320
Winning Points Advisors, LLC 20200.26%3.72%6.12%Q2 2017Q1 202220
BNP PARIBAS FINANCIAL MARKETS 18180.00%0.11%0.31%Q2 2019Q3 202320
UBS Group AG 18180.00%0.02%0.03%Q2 2019Q3 202320
BANK OF AMERICA CORP /DE/ 18180.00%0.03%0.07%Q2 2019Q3 202319
Symmetry Partners, LLC 19190.68%0.99%1.57%Q2 2019Q4 202319
GOLDMAN SACHS GROUP INC 18180.00%0.10%0.20%Q2 2019Q3 202319
AllSquare Wealth Management LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
MARSHALL WACE, LLP 13130.01%0.07%0.33%Q1 2019Q1 202219
GIRARD PARTNERS LTD. 19190.30%0.65%0.97%Q1 2019Q3 202319
Front Row Advisors LLC 19190.00%0.01%0.01%Q1 2019Q3 202319
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 19190.09%0.24%0.54%Q1 2019Q3 202319
Private Advisor Group, LLC 18180.00%0.07%0.11%Q2 2019Q3 202319
BENJAMIN F. EDWARDS & COMPANY, INC. 18180.00%0.31%0.44%Q2 2019Q3 202319
Avior Wealth Management, LLC 19190.01%0.06%0.13%Q1 2019Q3 202319
WELLS FARGO & COMPANY/MN 18180.00%0.13%0.23%Q2 2019Q3 202319
ROYAL BANK OF CANADA 18180.00%0.06%0.27%Q2 2019Q3 202319
AdvisorNet Financial, Inc 19190.01%0.04%0.10%Q1 2019Q3 202319
Ausdal Financial Partners, Inc. 18180.15%0.30%0.64%Q2 2019Q3 202318
FRANKLIN RESOURCES INC 18180.00%0.05%0.12%Q2 2019Q3 202318
MPS Loria Financial Planners, LLC 18180.10%0.22%1.08%Q2 2019Q3 202318
Stratos Wealth Partners, LTD. 18180.01%0.03%0.07%Q2 2019Q3 202318
Heritage Trust Co 18180.11%0.14%0.22%Q2 2019Q3 202318
UNITED CAPITAL FINANCIAL ADVISORS, LLC 18180.06%0.71%1.35%Q2 2019Q3 202318
First Horizon Advisors, Inc. 18180.00%0.00%0.01%Q2 2019Q3 202318
Capital Analysts, LLC 18180.00%0.01%0.06%Q2 2019Q3 202318
Nan Shan Life Insurance Co., Ltd. 18180.56%2.11%4.45%Q2 2019Q3 202318
TOMPKINS FINANCIAL CORP 1080.00%0.01%0.02%Q2 2019Q4 202318
Cranbrook Wealth Management, LLC 18180.00%0.01%0.02%Q2 2019Q3 202318
ASSETMARK, INC 18180.40%1.38%2.60%Q2 2019Q3 202318
US BANCORP \DE\ 18180.00%0.01%0.04%Q2 2019Q3 202318
MidWestOne Financial Group, Inc. 18180.07%0.21%0.37%Q2 2019Q3 202318
Forefront Analytics, LLC 18180.12%0.18%0.30%Q2 2019Q3 202318
ENVESTNET ASSET MANAGEMENT INC 18180.08%0.17%0.26%Q2 2019Q3 202318
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 18180.00%0.46%1.69%Q2 2019Q3 202318
Cetera Advisor Networks LLC 18180.01%0.04%0.13%Q2 2019Q3 202318
Hillsdale Investment Management Inc. 1440.01%0.02%0.04%Q1 2019Q3 202318
Conservest Capital Advisors, Inc. 18180.02%0.04%0.08%Q2 2019Q3 202318
PNC FINANCIAL SERVICES GROUP, INC. 18180.04%0.06%0.08%Q2 2019Q3 202318
DUNCKER STREETT & CO INC 18180.01%0.04%0.10%Q2 2019Q3 202318
Cetera Investment Advisers 18180.03%0.06%0.12%Q2 2019Q3 202318
Sumitomo Mitsui DS Asset Management Company, Ltd 18180.74%1.44%1.97%Q2 2019Q3 202318
RAYMOND JAMES TRUST N.A. 18180.07%0.13%0.22%Q2 2019Q3 202318
NICOLET ADVISORY SERVICES, LLC 18180.18%0.49%0.73%Q2 2019Q3 202318
Rockefeller Capital Management L.P. 18180.00%0.01%0.01%Q2 2019Q3 202318
Cetera Advisors LLC 18180.01%0.01%0.03%Q2 2019Q3 202318
KEYBANK NATIONAL ASSOCIATION/OH 18180.00%0.00%0.01%Q2 2019Q3 202318
Ellevest, Inc. 18180.34%0.45%0.62%Q2 2019Q3 202318
Tower Research Capital LLC (TRC) 18180.00%0.02%0.10%Q2 2019Q3 202318
MOTCO 18180.00%0.00%0.01%Q2 2019Q3 202318
Steward Partners Investment Advisory, LLC 18180.00%0.02%0.05%Q2 2019Q3 202318
COMMERCE BANK 18180.01%0.01%0.01%Q2 2019Q3 202318
Aspire Private Capital, LLC 18180.01%1.70%5.24%Q2 2019Q3 202318
Sound Income Strategies, LLC 18180.01%1.08%3.15%Q2 2019Q3 202318
Global Retirement Partners, LLC 18180.03%0.06%0.27%Q2 2019Q3 202318
Sigma Planning Corp 18180.02%0.07%0.16%Q2 2019Q3 202318
AVANTAX ADVISORY SERVICES, INC. 18180.01%0.03%0.06%Q2 2019Q3 202318
WHITTIER TRUST CO OF NEVADA INC 18180.00%0.01%0.04%Q2 2019Q3 202318
Focused Wealth Management, Inc 18180.00%0.00%0.00%Q2 2019Q3 202318
NWAM LLC 18180.03%0.15%0.24%Q2 2019Q3 202318
Mariner, LLC 18180.01%0.02%0.06%Q2 2019Q3 202318
CULLEN/FROST BANKERS, INC. 18180.01%0.01%0.03%Q2 2019Q3 202318
Geneos Wealth Management Inc. 18180.01%0.06%0.08%Q2 2019Q3 202318
GUGGENHEIM CAPITAL LLC 18180.06%0.10%0.20%Q2 2019Q3 202318
Archer Investment Corp 18180.00%0.00%0.01%Q2 2019Q3 202318
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 18180.01%0.02%0.04%Q2 2019Q3 202318
BANK OF MONTREAL /CAN/ 1520.00%0.01%0.05%Q2 2019Q3 202318
Bank of New York Mellon Corp 18180.01%0.03%0.05%Q2 2019Q3 202318
D.A. DAVIDSON & CO. 18180.03%0.04%0.05%Q2 2019Q3 202318
STEPHENS INC /AR/ 18180.01%0.02%0.04%Q2 2019Q3 202318
Transamerica Financial Advisors, Inc. 18180.00%1.02%2.58%Q2 2019Q3 202318
CREATIVE FINANCIAL DESIGNS INC /ADV 18180.00%0.14%0.48%Q2 2019Q3 202318
Blue Fin Capital, Inc. 18180.23%0.38%0.64%Q2 2019Q3 202318
Gradient Investments LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
WHITTIER TRUST CO 18180.04%0.07%0.11%Q2 2019Q3 202318
Rafferty Asset Management, LLC 18180.00%0.23%0.86%Q2 2019Q3 202318
CAPTRUST FINANCIAL ADVISORS 1530.00%0.01%0.05%Q1 2019Q3 202318
JPMORGAN CHASE & CO 18180.00%0.02%0.09%Q2 2019Q3 202318
EDMOND DE ROTHSCHILD HOLDING S.A. 18180.00%0.01%0.01%Q2 2019Q3 202318
Regal Investment Advisors LLC 18180.26%0.72%2.66%Q2 2019Q3 202318
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 18180.03%0.08%0.25%Q2 2019Q3 202318
BLB&B Advisors, LLC 18180.52%0.79%0.95%Q2 2019Q3 202318
FMR LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
TSFG, LLC 18180.04%0.08%0.14%Q2 2019Q3 202318
MANUFACTURERS LIFE INSURANCE COMPANY, THE 18180.01%0.05%0.29%Q2 2019Q3 202318
LAZARD ASSET MANAGEMENT LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
Chandler Asset Management, Inc. 18183.63%4.18%5.10%Q2 2019Q3 202318
CWM, LLC 1080.00%0.00%0.02%Q1 2019Q3 202318
Virtue Capital Management, LLC 18180.16%0.84%3.52%Q2 2019Q3 202318
Raymond James Financial Services Advisors, Inc. 18180.01%0.02%0.04%Q2 2019Q3 202318
TRUIST FINANCIAL CORP 18180.01%0.01%0.04%Q2 2019Q3 202318
STATE STREET CORP 18180.03%0.05%0.09%Q2 2019Q3 202318
Crestone Asset Management LLC 18180.55%1.44%2.22%Q2 2019Q3 202318
PARK AVENUE SECURITIES LLC 18180.01%0.06%0.18%Q2 2019Q3 202318
CITY HOLDING CO 18180.00%0.00%0.01%Q2 2019Q3 202318
Wealthspire Advisors, LLC 18180.01%0.02%0.05%Q2 2019Q3 202318
THRIVENT FINANCIAL FOR LUTHERANS 18180.01%0.17%0.44%Q2 2019Q3 202318
Parallel Advisors, LLC 18180.01%0.05%0.12%Q2 2019Q3 202318
First PREMIER Bank 18180.00%0.01%0.02%Q2 2019Q3 202318
Windsor Capital Management, LLC 18181.74%3.21%5.06%Q2 2019Q3 202318
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 18180.02%0.06%0.13%Q2 2019Q3 202318
Mirae Asset Global Investments Co., Ltd. 18180.01%0.13%0.29%Q2 2019Q3 202318
COMMONWEALTH EQUITY SERVICES, LLC 18180.02%0.03%0.05%Q2 2019Q3 202318
Migdal Insurance & Financial Holdings Ltd. 18180.09%0.17%0.28%Q2 2019Q3 202318
Integrated Wealth Concepts LLC 18180.01%0.13%0.57%Q2 2019Q3 202318
PRUDENTIAL FINANCIAL INC 18180.00%0.07%0.64%Q2 2019Q3 202318
Janney Montgomery Scott LLC 18180.00%0.02%0.10%Q2 2019Q3 202318
Arden Trust Co 18180.04%1.54%3.45%Q3 2019Q4 202318
RAYMOND JAMES & ASSOCIATES 18180.00%0.03%0.09%Q2 2019Q3 202318
AGILIS PARTNERS LLC 18180.74%1.17%1.79%Q2 2019Q3 202318
AMERIPRISE FINANCIAL INC 18180.01%0.03%0.06%Q2 2019Q3 202318
Baird Financial Group, Inc. 18180.00%0.00%0.02%Q2 2019Q3 202318
Allworth Financial LP 18180.00%0.00%0.00%Q2 2019Q3 202318
STIFEL FINANCIAL CORP 18180.01%0.02%0.02%Q2 2019Q3 202318
LPL Financial LLC 18180.04%0.09%0.35%Q2 2019Q3 202318
NEW ENGLAND ASSET MANAGEMENT INC 18180.02%0.12%0.50%Q2 2019Q3 202318
NOMURA ASSET MANAGEMENT CO LTD 18180.00%0.06%0.22%Q2 2019Q3 202318
ALLSTATE CORP 18180.54%3.09%8.43%Q2 2019Q3 202318
NewSquare Capital LLC 18180.89%1.53%3.25%Q2 2019Q3 202318
BLAIR WILLIAM & CO/IL 18180.00%0.00%0.00%Q2 2019Q3 202318
HUNTINGTON NATIONAL BANK 18180.00%0.00%0.00%Q2 2019Q3 202318
FIRST TRUST ADVISORS LP 18180.00%0.01%0.01%Q2 2019Q3 202318
Bartlett & Co. LLC 1620.00%0.01%0.02%Q2 2019Q4 202318
WEBSTER BANK, N. A. 18180.00%0.00%0.01%Q2 2019Q3 202318
PINNACLE ASSOCIATES LTD 18180.01%0.02%0.03%Q2 2019Q3 202318
DEUTSCHE BANK AG\ 18180.00%0.01%0.04%Q2 2019Q3 202318
Prospera Financial Services Inc 18180.02%0.15%0.47%Q2 2019Q3 202318
APPLETON PARTNERS INC/MA 18180.19%0.21%0.23%Q2 2019Q3 202318
MML INVESTORS SERVICES, LLC 18180.04%0.09%0.16%Q2 2019Q3 202318
MORGAN STANLEY 18180.01%0.02%0.04%Q2 2019Q3 202318
MACKENZIE FINANCIAL CORP 18180.00%0.04%0.11%Q2 2019Q3 202318
Private Ocean, LLC 18186.60%10.62%14.43%Q2 2019Q3 202318
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 18180.30%1.28%2.36%Q2 2019Q3 202318
B. Riley Wealth Advisors, Inc. 18180.03%0.10%0.26%Q2 2019Q3 202318
McIlrath & Eck, LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
Csenge Advisory Group 17170.02%0.46%1.36%Q3 2019Q3 202317
Slow Capital, Inc. 1250.04%0.22%0.47%Q2 2019Q3 202317
IFP Advisors, Inc 17170.01%0.05%0.13%Q3 2019Q3 202317
Beacon Capital Management, Inc. 980.00%0.00%0.01%Q2 2019Q3 202317
Western Wealth Management, LLC 980.02%0.08%0.25%Q2 2019Q3 202317
Cambridge Investment Research Advisors, Inc. 17170.01%0.04%0.10%Q3 2019Q3 202317
KWMG, LLC 17170.05%0.22%0.35%Q2 2019Q2 202317
Larson Financial Group LLC 1340.00%0.00%0.01%Q2 2019Q3 202317
Independence Bank of Kentucky 17170.01%0.02%0.03%Q3 2019Q3 202317
SCHRODER INVESTMENT MANAGEMENT GROUP 1070.00%0.04%0.19%Q2 2019Q3 202317
Aptus Capital Advisors, LLC 17170.00%0.01%0.02%Q3 2019Q3 202317
FIFTH THIRD SECURITIES, INC. 1160.08%0.44%1.16%Q2 2019Q3 202317
Snowden Capital Advisors LLC 980.02%0.06%0.10%Q2 2019Q3 202317
TOTH FINANCIAL ADVISORY CORP 1520.01%0.01%0.02%Q2 2019Q3 202317
MERCER GLOBAL ADVISORS INC /ADV 17170.00%0.01%0.01%Q3 2019Q3 202317
Kingsview Wealth Management, LLC 1160.15%0.54%1.17%Q2 2019Q3 202317
Veritable, L.P. 17170.02%0.05%0.14%Q2 2019Q2 202317
BDO Wealth Advisors, LLC 17170.00%0.08%0.49%Q2 2019Q2 202317
Donoghue Forlines LLC 1430.17%1.64%6.87%Q2 2019Q3 202317
Ameritas Investment Partners, Inc. 17170.00%0.15%0.24%Q2 2019Q2 202317
DT Investment Partners, LLC 17170.06%1.92%4.25%Q3 2019Q3 202317
PROTECTIVE LIFE CORP 17170.74%1.03%1.20%Q2 2019Q2 202317
VICTORY CAPITAL MANAGEMENT INC 17170.00%0.02%0.08%Q3 2019Q3 202317
SRS Capital Advisors, Inc. 1070.01%0.10%0.41%Q2 2019Q3 202317
Hillcrest Wealth Advisors - NY, LLC 980.32%0.50%0.71%Q2 2019Q3 202317
NOESIS CAPITAL MANGEMENT CORP 17170.17%0.28%0.51%Q3 2019Q3 202317
Checchi Capital Advisers, LLC 17170.07%0.85%1.59%Q3 2019Q3 202317
Millburn Ridgefield Corp 17170.00%0.03%0.09%Q2 2019Q2 202317
AMERICAN CENTURY COMPANIES INC 17170.00%0.03%0.05%Q3 2019Q3 202317
Keystone Financial Group 1520.04%0.07%0.10%Q2 2019Q3 202317
MEEDER ASSET MANAGEMENT INC 1340.01%1.33%5.89%Q2 2019Q3 202317
COMERICA BANK 1510.01%0.04%0.06%Q2 2019Q3 202316
BALLAST ADVISORS LLC 16160.00%0.01%0.03%Q4 2019Q3 202316
Sovereign Investment Advisors, LLC 16161.44%1.56%1.72%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.10%0.21%0.39%Q4 2019Q3 202316
Brookstone Capital Management 1330.01%0.14%0.66%Q2 2019Q3 202316
Center for Financial Planning, Inc. 16160.00%0.00%0.01%Q4 2019Q3 202316
Mitsubishi UFJ Asset Management Co., Ltd. 16160.01%0.54%1.52%Q4 2019Q3 202316
Strategic Investment Advisors / MI 1240.06%0.22%0.52%Q2 2019Q3 202316
HOLLENCREST CAPITAL MANAGEMENT 1140.00%0.02%0.03%Q3 2019Q3 202316
BESSEMER GROUP INC 1330.00%0.00%0.00%Q2 2019Q2 202316
ATTICUS WEALTH MANAGEMENT, LLC 16160.02%0.03%0.04%Q4 2019Q3 202316
DUBUQUE BANK & TRUST CO 16160.07%0.28%0.42%Q4 2019Q3 202316
Ancora Advisors LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
PERSONAL CFO SOLUTIONS, LLC 1330.05%0.29%0.56%Q3 2019Q3 202316
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 820.26%0.30%0.38%Q2 2019Q3 202316
Realta Investment Advisors 1220.04%0.11%0.42%Q2 2019Q3 202316
Probity Advisors, Inc. 820.12%0.29%0.51%Q2 2019Q3 202316
MATRIX PRIVATE CAPITAL GROUP LLC 16160.13%0.20%0.35%Q4 2019Q3 202316
Sompo Asset Management Co., Ltd. 16160.28%0.73%1.42%Q3 2019Q2 202316
Crewe Advisors LLC 16160.01%0.01%0.02%Q2 2019Q1 202316
Column Capital Advisors, LLC 16160.25%0.44%1.44%Q4 2019Q3 202316
IFG Advisory, LLC 1410.03%0.14%0.49%Q2 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
SteelPeak Wealth, LLC 16160.02%0.04%0.08%Q4 2019Q3 202316
Manning & Napier Group, LLC 16160.01%0.03%0.08%Q4 2019Q3 202316
Joel Isaacson & Co., LLC 1330.03%0.04%0.05%Q2 2019Q3 202316
Creative Planning 930.00%0.00%0.00%Q2 2019Q3 202316
TOWNSQUARE CAPITAL LLC 1240.01%0.50%1.20%Q2 2019Q3 202316
Renaissance Technologies 1330.00%0.03%0.12%Q2 2019Q2 202316
Stonehage Fleming Financial Services Holdings Ltd 1150.00%0.04%0.15%Q2 2019Q3 202316
Clark Capital Management Group, Inc. 1310.00%2.89%8.95%Q2 2019Q3 202316
FIFTH THIRD BANCORP 16160.00%0.00%0.01%Q2 2019Q1 202316
Perigon Wealth Management, LLC 1510.04%0.16%0.32%Q3 2011Q3 202316
CHATHAM CAPITAL GROUP, INC. 16160.31%0.43%0.58%Q2 2019Q1 202316
CIBC Asset Management Inc 15150.01%0.06%0.10%Q2 2019Q4 202215
OSAIC HOLDINGS, INC. 15150.03%0.13%0.24%Q1 2020Q3 202315
Financial Advocates Investment Management 1410.02%0.11%0.17%Q4 2019Q3 202315
PRINCIPAL FINANCIAL GROUP INC 15150.00%0.05%0.20%Q2 2019Q4 202215
Apollon Wealth Management, LLC 15150.11%0.32%1.25%Q1 2020Q3 202315
CI INVESTMENTS INC. 15150.01%0.06%0.16%Q2 2019Q4 202215
Pinnacle Bancorp, Inc. 1410.00%0.03%0.05%Q4 2019Q3 202315
PrairieView Partners, LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
Atria Investments, Inc 1210.02%0.53%1.37%Q2 2019Q3 202315
Axiom Financial Strategies, LLC 15150.44%1.52%3.29%Q1 2020Q3 202315
Archford Capital Strategies, LLC 1320.04%0.10%0.21%Q2 2019Q1 202315
Baystate Wealth Management LLC 1320.00%0.00%0.00%Q3 2019Q3 202315
FIRST MERCHANTS CORP 15150.42%0.48%0.63%Q3 2019Q1 202315
Prime Capital Investment Advisors, LLC 1210.01%0.06%0.43%Q3 2019Q3 202315
Global Wealth Management Investment Advisory, Inc. 1320.00%0.00%0.01%Q2 2019Q3 202315
Avion Wealth 15150.00%0.00%0.00%Q1 2020Q3 202315
INTERACTIVE FINANCIAL ADVISORS, INC. 15150.01%0.01%0.01%Q2 2019Q4 202215
Retirement Group, LLC 1410.00%0.01%0.02%Q4 2019Q3 202315
Neuberger Berman Group LLC 1230.00%0.02%0.04%Q2 2019Q2 202315
Bank Julius Baer & Co. Ltd, Zurich 15150.01%0.11%0.28%Q1 2020Q3 202315
CreativeOne Wealth, LLC 1230.02%0.05%0.14%Q2 2019Q3 202315
Prudent Man Advisors, LLC 14140.45%0.64%1.04%Q2 2020Q3 202314
Crabel Capital Management, LLC 730.86%2.44%4.84%Q2 2019Q3 202314
Man Group plc 1130.00%0.24%0.50%Q2 2019Q3 202314
Merriman Wealth Management, LLC 730.35%0.89%1.67%Q2 2019Q3 202314
CAPE COD FIVE CENTS SAVINGS BANK 14140.04%0.32%0.70%Q2 2019Q3 202214
NEW SOUTH CAPITAL MANAGEMENT INC 14140.01%0.02%0.02%Q2 2019Q3 202214
Trek Financial, LLC 1130.11%2.76%7.39%Q2 2019Q4 202214
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 730.01%0.87%1.97%Q2 2019Q3 202314
ROVIN CAPITAL /UT/ /ADV 860.21%3.29%5.90%Q4 2019Q3 202314
BENJAMIN EDWARDS INC 14140.01%0.03%0.04%Q2 2019Q3 202214
Global Trust Asset Management, LLC 14140.04%0.41%0.73%Q2 2020Q3 202314
MCF Advisors LLC 770.00%0.01%0.02%Q1 2020Q3 202314
Belpointe Asset Management LLC 1010.01%0.08%0.40%Q3 2019Q3 202314
FC Advisory LLC 14140.30%0.34%0.44%Q2 2019Q3 202214
Financial Gravity Asset Management, Inc. 1040.00%0.64%3.53%Q2 2019Q3 202314
M Holdings Securities, Inc. 950.07%0.18%0.40%Q2 2019Q1 202314
Riggs Asset Managment Co. Inc. 1220.00%1.73%3.09%Q1 2020Q3 202314
American Portfolios Advisors 14140.04%0.07%0.15%Q2 2019Q3 202214
Simplicity Solutions, LLC 1040.01%0.10%0.60%Q2 2019Q3 202314
PACIFIC CAPITAL WEALTH ADVISORS, INC 14140.07%1.25%2.30%Q4 2019Q1 202314
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 950.01%0.07%0.45%Q1 2020Q3 202314
EATON VANCE MANAGEMENT 14140.01%0.14%0.46%Q2 2019Q3 202214
OPTIMUM INVESTMENT ADVISORS 14140.01%0.10%0.22%Q2 2019Q3 202214
Coastline Trust Co 14140.03%0.13%0.26%Q2 2019Q3 202214
MUFG Americas Holdings Corp 14140.01%0.01%0.03%Q2 2019Q3 202214
Private Capital Group, LLC 13130.18%0.56%0.76%Q2 2019Q2 202213
Petix & Botte Co 1030.08%0.26%0.49%Q4 2019Q3 202313
State of New Jersey Common Pension Fund D 13130.00%0.45%1.35%Q3 2020Q3 202313
Wealth Advisory Solutions, LLC 850.07%0.34%2.94%Q4 2019Q1 202313
SIGNATUREFD, LLC 820.00%0.00%0.00%Q2 2019Q3 202313
EisnerAmper Wealth Management Corporate Benefits, LLC 13130.88%2.91%3.44%Q4 2020Q4 202313
IEQ CAPITAL, LLC 13130.05%0.08%0.13%Q3 2020Q3 202313
LOOMIS SAYLES & CO L P 850.00%0.00%0.01%Q2 2019Q3 202313
Canal Capital Management, LLC 710.17%0.49%1.19%Q4 2019Q3 202313
OPPENHEIMER & CO INC 1210.01%0.09%0.35%Q2 2020Q3 202313
Hexagon Capital Partners LLC 13130.01%0.01%0.01%Q3 2020Q3 202313
Capital Investment Advisory Services, LLC 810.00%0.01%0.02%Q2 2019Q3 202313
WealthPLAN Partners, LLC 850.03%0.05%0.08%Q2 2020Q4 202313
Sowell Financial Services LLC 1030.09%0.47%1.24%Q3 2019Q2 202313
PHILLIPS FINANCIAL MANAGEMENT, LLC 13130.12%0.34%0.80%Q3 2020Q3 202313
Vectors Research Management, LLC 13130.00%0.01%0.03%Q2 2019Q2 202213
Kestra Advisory Services, LLC 13130.01%0.05%0.11%Q3 2020Q3 202313
Baker Avenue Asset Management, LP 910.00%0.03%0.20%Q4 2019Q3 202313
OneDigital Investment Advisors LLC 510.00%0.04%0.14%Q2 2019Q3 202313
Capital Advisory Group Advisory Services, LLC 13130.02%0.16%0.45%Q2 2019Q2 202213
Armor Investment Advisors, LLC 13130.13%0.27%0.38%Q2 2019Q2 202213
TWO SIGMA SECURITIES, LLC 420.00%0.07%0.21%Q2 2019Q3 202313
Fernwood Investment Management, LLC 1120.09%0.23%0.43%Q2 2019Q3 202313
ALLIANCEBERNSTEIN L.P. 620.00%0.00%0.01%Q2 2019Q3 202313
Occidental Asset Management, LLC 1210.06%0.22%0.45%Q4 2019Q2 202313
PINNACLE FINANCIAL PARTNERS INC 1030.01%0.11%0.67%Q2 2019Q3 202313
Newbridge Financial Services Group, Inc. 13130.00%0.01%0.02%Q3 2020Q3 202313
Apella Capital, LLC 1030.08%0.39%0.70%Q3 2020Q4 202313
Patriot Financial Group Insurance Agency, LLC 13130.00%0.09%0.26%Q2 2019Q2 202213
Cordasco Financial Network 13130.13%0.17%0.21%Q2 2019Q2 202213
J.W. COLE ADVISORS, INC. 810.03%0.05%0.07%Q4 2019Q3 202313
Madden Advisory Services, Inc. 13130.17%0.41%0.70%Q3 2020Q3 202313
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 12120.01%0.05%0.08%Q2 2019Q1 202212
Venturi Wealth Management, LLC 410.04%1.59%3.30%Q2 2019Q1 202312
Aveo Capital Partners, LLC 410.06%1.02%2.98%Q2 2019Q3 202312
Charles Schwab Trust Co 12120.50%0.78%1.20%Q4 2020Q3 202312
FAS Wealth Partners, Inc. 12120.00%0.01%0.02%Q4 2019Q3 202212
M&T BANK CORP 620.00%0.00%0.01%Q2 2019Q3 202312
LINCOLN NATIONAL CORP 12120.01%0.01%0.02%Q4 2020Q3 202312
Measured Wealth Private Client Group, LLC 12120.14%0.90%1.55%Q2 2019Q1 202212
Advisory Services Network, LLC 810.00%0.04%0.10%Q1 2019Q3 202312
IndexIQ Advisors LLC 12120.00%0.24%1.01%Q2 2019Q1 202212
Vivaldi Capital Management LP 12120.06%0.07%0.08%Q2 2019Q1 202212
APPLETON GROUP, LLC 1110.36%3.13%8.20%Q2 2019Q4 202212
Red Wave Investments LLC 12121.45%2.04%2.78%Q4 2020Q3 202312
MONETA GROUP INVESTMENT ADVISORS LLC 12120.01%0.01%0.03%Q4 2020Q3 202312
Financial Services Advisory Inc 711.51%5.08%11.55%Q2 2019Q3 202312
Hanlon Investment Management, Inc. 750.40%2.74%5.63%Q2 2019Q2 202212
People's United Financial, Inc. 12120.04%0.06%0.09%Q2 2019Q1 202212
Aristotle Pacific Capital, LLC 12120.43%11.38%39.30%Q4 2020Q3 202312
Capital Asset Advisory Services LLC 12120.00%0.07%0.20%Q4 2019Q3 202212
BURNEY CO/ 12120.02%0.02%0.03%Q2 2019Q1 202212
TOEWS CORP /ADV 618.76%26.49%40.21%Q2 2019Q2 202312
Veery Capital, LLC 12120.90%1.49%1.71%Q4 2020Q3 202312
WealthOne, LLC 610.12%0.23%0.42%Q3 2019Q2 202311
4Thought Financial Group Inc. 11110.22%0.26%0.33%Q1 2021Q3 202311
ALTERNA WEALTH MANAGEMENT, INC 810.55%2.55%4.56%Q4 2019Q3 202311
Freedom Investment Management, Inc. 11110.16%0.27%0.44%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
NEXT Financial Group, Inc 11110.02%0.27%0.54%Q2 2019Q4 202111
Paradigm Financial Partners, LLC 11110.08%0.13%0.19%Q3 2019Q1 202211
Anfield Capital Management, LLC 11111.03%1.73%2.21%Q1 2021Q3 202311
NORTHWEST INVESTMENT COUNSELORS, LLC 810.00%0.02%0.03%Q3 2019Q3 202311
Bogart Wealth, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Westside Investment Management, Inc. 11110.00%0.03%0.13%Q1 2021Q3 202311
Joseph P. Lucia & Associates, LLC 520.04%0.07%0.10%Q2 2019Q2 202211
JANICZEK WEALTH MANAGEMENT, LLC 11110.00%0.00%0.00%Q2 2019Q4 202111
Financial Advisors Network, Inc. 11110.16%0.26%0.38%Q2 2019Q4 202111
Burleson & Company, LLC 11110.01%0.11%0.25%Q4 2019Q2 202211
Carroll Financial Associates, Inc. 11110.00%0.00%0.00%Q2 2019Q4 202111
Pinnacle Wealth Planning Services, Inc. 11110.04%0.30%0.72%Q2 2019Q4 202111
Blueshift Asset Management, LLC 520.03%1.37%4.58%Q2 2019Q4 202211
TRUSTCORE FINANCIAL SERVICES, LLC 11110.00%0.00%0.01%Q1 2020Q3 202211
Tempus Wealth Planning, LLC 11110.11%1.17%4.29%Q1 2021Q3 202311
Fisher Asset Management, LLC 11110.00%0.04%0.06%Q2 2019Q4 202111
Qube Research & Technologies Ltd 710.00%0.08%0.65%Q4 2019Q3 202311
Covenant Partners, LLC 610.23%0.30%0.41%Q3 2019Q3 202311
MD Financial Management Inc. 11111.95%2.96%4.52%Q2 2019Q4 202111
Galibier Capital Management Ltd. 11110.02%0.03%0.05%Q3 2020Q1 202311
SOA Wealth Advisors, LLC. 11110.00%0.00%0.01%Q4 2020Q2 202311
Savior LLC 11110.00%0.01%0.05%Q2 2020Q4 202211
Foundations Investment Advisors, LLC 11110.03%0.05%0.08%Q1 2021Q3 202311
Bay Harbor Wealth Management, LLC 11110.00%0.59%1.40%Q2 2019Q4 202111
FinTrust Capital Advisors, LLC 920.00%0.00%0.01%Q2 2019Q2 202311
E&G Advisors, LP 11110.11%0.29%0.44%Q2 2019Q4 202111
Clearview Wealth Advisors LLC 830.01%0.50%2.92%Q4 2020Q3 202311
Valeo Financial Advisors, LLC 830.00%0.01%0.05%Q2 2019Q3 202311
JAG CAPITAL MANAGEMENT, LLC 11110.03%0.05%0.09%Q2 2019Q4 202111
EVERGREEN CAPITAL MANAGEMENT LLC 11110.01%0.02%0.02%Q1 2020Q3 202211
CMG Global Holdings, LLC 11110.42%0.52%0.65%Q1 2021Q3 202311
Barber Financial Group, Inc. 11110.04%0.07%0.11%Q2 2019Q4 202111
Gerber Kawasaki Wealth & Investment Management 610.02%0.22%0.56%Q2 2020Q3 202311
CNB Bank 10100.01%0.02%0.08%Q2 2019Q3 202110
LifePro Asset Management 730.38%0.74%1.58%Q4 2020Q2 202310
Hilltop Holdings Inc. 320.06%0.55%1.94%Q3 2019Q4 202210
Rosenberg Matthew Hamilton 10100.00%0.00%0.01%Q2 2020Q3 202210
NewEdge Advisors, LLC 610.01%0.01%0.02%Q2 2019Q3 202310
Lumature Wealth Partners, LLC 10100.02%0.02%0.03%Q1 2021Q2 202310
JTC Employer Solutions Trustee Ltd 10100.01%0.01%0.02%Q2 2021Q3 202310
Sage Advisory Services, Ltd.Co. 820.10%0.50%0.74%Q2 2019Q3 202310
REILLY FINANCIAL ADVISORS, LLC 910.00%0.03%0.06%Q2 2019Q4 202110
Bridgewater Associates 10100.00%0.00%0.01%Q2 2021Q3 202310
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 10100.02%0.03%0.05%Q2 2019Q3 202110
Beacon Pointe Advisors, LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
PROVIDA PENSION FUND ADMINISTRATOR 10100.02%0.36%1.20%Q3 2020Q4 202210
TUCKER ASSET MANAGEMENT LLC 550.00%0.02%0.12%Q4 2020Q3 202310
Gladstone Institutional Advisory LLC 910.02%0.05%0.08%Q2 2019Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 640.02%0.05%0.08%Q2 2019Q3 202310
BTS Asset Management, Inc. 410.04%29.80%49.29%Q3 2019Q3 202310
1ST SOURCE BANK 10100.03%0.06%0.10%Q4 2020Q1 202310
HARBOUR INVESTMENTS, INC. 640.02%0.06%0.11%Q1 2021Q3 202310
PSI Advisors, LLC 910.01%0.01%0.03%Q4 2019Q3 202310
SG Americas Securities, LLC 10100.00%0.04%0.19%Q2 2019Q3 202110
CENTAURUS FINANCIAL, INC. 550.01%0.09%0.23%Q2 2019Q4 202110
EVOKE WEALTH, LLC 810.00%0.01%0.04%Q3 2019Q3 202310
GPS Wealth Strategies Group, LLC 730.00%0.00%0.00%Q1 2021Q3 202310
Florin Court Capital LLP 430.29%2.92%6.00%Q2 2019Q3 202310
Lake Point Wealth Management 520.00%0.07%0.61%Q4 2018Q2 202210
HRT FINANCIAL LP 510.01%0.17%0.78%Q2 2019Q2 202310
Nuveen Asset Management, LLC 510.00%0.01%0.01%Q2 2019Q3 202310
SALEM INVESTMENT COUNSELORS INC 10100.01%0.01%0.01%Q2 2019Q3 202110
Banco Santander, S.A. 730.01%0.02%0.05%Q3 2020Q3 202310
Investors Research Corp 10100.00%0.00%0.00%Q2 2021Q3 202310
Cedar Brook Financial Partners, LLC 410.06%0.12%0.21%Q3 2019Q2 202310
LIBERTY WEALTH MANAGEMENT LLC 10100.00%0.00%0.02%Q2 2019Q3 202110
EPG Wealth Management LLC 520.00%0.01%0.03%Q4 2019Q3 202310
Charles Schwab Investment Advisory, Inc. 10100.00%0.00%0.00%Q4 2020Q1 202310
Jacobi Capital Management LLC 10100.00%0.02%0.03%Q2 2019Q3 202110
Ameritas Investment Company, LLC 10100.04%0.16%0.85%Q2 2019Q3 202110
Daniels&Tansey,LLP 10100.16%0.50%2.82%Q3 2020Q4 202210
BlueCrest Capital Management Ltd 210.01%2.09%17.59%Q4 2019Q2 202310
BALDWIN BROTHERS LLC/MA 10100.00%0.00%0.00%Q3 2021Q4 202310
CITIZENS FINANCIAL GROUP INC/RI 510.01%0.01%0.02%Q2 2019Q3 202310
Sumitomo Mitsui Trust Holdings, Inc. 810.00%0.01%0.02%Q4 2019Q3 202210
CALTON & ASSOCIATES, INC. 10100.08%0.15%0.25%Q2 2019Q3 202110
Orion Portfolio Solutions, LLC 730.00%0.05%0.42%Q4 2019Q3 202310
Accel Wealth Management 10100.01%0.01%0.02%Q4 2020Q1 202310
FORT PITT CAPITAL GROUP, LLC 990.01%0.01%0.02%Q3 2019Q3 20219
LAKE STREET PRIVATE WEALTH, LLC 990.26%0.49%0.81%Q3 2019Q3 20219
Harbour Capital Advisors, LLC 630.07%0.10%0.13%Q2 2019Q3 20219
DEFINED WEALTH MANAGEMENT, LLC 990.34%0.65%1.12%Q4 2020Q4 20229
FormulaFolio Investments, LLC 990.00%0.19%0.41%Q2 2019Q2 20219
BURKE & HERBERT BANK & TRUST CO 810.15%0.17%0.20%Q2 2019Q3 20239
CAHILL FINANCIAL ADVISORS INC 990.05%0.21%0.33%Q3 2020Q3 20229
Mayflower Financial Advisors, LLC 540.03%0.03%0.04%Q4 2020Q3 20239
NextCapital Advisers, Inc. 991.68%3.20%4.41%Q2 2019Q2 20219
Arete Wealth Advisors, LLC 510.03%0.06%0.13%Q2 2019Q3 20239
1832 Asset Management L.P. 410.02%0.05%0.10%Q2 2019Q3 20239
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 990.10%0.31%0.69%Q4 2020Q4 20229
Kovack Advisors, Inc. 540.03%0.06%0.10%Q2 2019Q1 20229
Stonebridge Capital Advisors LLC 310.00%0.00%0.01%Q2 2019Q3 20239
CX Institutional 630.00%0.02%0.03%Q2 2020Q3 20239
ExodusPoint Capital Management, LP 410.00%0.08%0.27%Q4 2019Q1 20239
King Wealth Management Group 990.07%0.10%0.12%Q3 2021Q3 20239
QS Investors, LLC 990.01%0.12%0.23%Q2 2019Q2 20219
AMP Capital Investors Ltd 990.22%1.06%1.34%Q2 2019Q2 20219
SYNOVUS FINANCIAL CORP 540.00%0.01%0.02%Q2 2019Q3 20229
WOLVERINE ASSET MANAGEMENT LLC 880.00%0.00%0.01%Q1 2020Q4 20219
BROWN BROTHERS HARRIMAN & CO 630.00%0.00%0.00%Q4 2020Q2 20239
AlphaCentric Advisors LLC 720.05%0.09%0.12%Q2 2020Q3 20239
GeoWealth Management, LLC 510.02%0.12%0.23%Q3 2019Q3 20239
Cavalier Investments, LLC 810.02%1.06%2.57%Q2 2019Q3 20219
55I, LLC 990.01%0.03%0.14%Q1 2020Q1 20229
Aletheian Wealth Advisors LLC 990.48%0.76%1.14%Q4 2021Q4 20239
Johnson Financial Group, Inc. 630.00%0.01%0.03%Q2 2019Q4 20219
Castleview Partners, LLC 810.02%0.09%0.13%Q2 2021Q3 20239
Advisors Preferred, LLC 510.63%1.76%3.54%Q2 2019Q4 20219
Lido Advisors, LLC 630.01%0.01%0.02%Q2 2019Q3 20239
Selective Wealth Management, Inc. 540.00%0.01%0.03%Q3 2019Q3 20229
Texas Capital Bank Wealth Management Services Inc 810.06%0.08%0.11%Q4 2019Q2 20229
Calamos Advisors LLC 990.00%0.06%0.09%Q2 2019Q2 20219
N.E.W. Advisory Services LLC 810.03%0.08%0.16%Q4 2019Q1 20229
EP Wealth Advisors, LLC 720.01%0.01%0.02%Q1 2020Q2 20229
Pure Financial Advisors, LLC 990.01%0.03%0.04%Q4 2021Q4 20239
SIMPLEX TRADING, LLC 410.00%0.01%0.01%Q2 2019Q3 20239
Mount Lucas Management LP 720.24%0.76%1.13%Q2 2020Q3 20239
NATIXIS ADVISORS, L.P. 710.01%0.01%0.01%Q2 2019Q4 20229
BEACON FINANCIAL GROUP 880.04%0.17%0.41%Q4 2021Q3 20238
FundX Investment Group, LLC 710.10%5.01%8.64%Q4 2019Q4 20218
Arkadios Wealth Advisors 880.00%0.06%0.07%Q4 2020Q3 20228
Investment Counsel Inc. 880.24%0.32%0.53%Q2 2019Q1 20218
BAKER TILLY WEALTH MANAGEMENT, LLC 530.04%0.23%0.42%Q2 2021Q3 20238
Robertson Stephens Wealth Management, LLC 310.03%0.44%1.64%Q3 2019Q3 20228
Ranch Capital Advisors Inc. 880.01%0.01%0.01%Q4 2019Q3 20218
Grace Capital 880.08%0.34%0.56%Q4 2019Q3 20218
Advisors Asset Management, Inc. 410.00%0.00%0.01%Q2 2019Q3 20238
MONEY CONCEPTS CAPITAL CORP 620.00%0.02%0.06%Q4 2020Q1 20238
Hudock, Inc. 620.00%0.01%0.01%Q2 2019Q4 20218
BEAM WEALTH ADVISORS, INC. 710.20%0.29%0.53%Q4 2019Q4 20228
FirstPurpose Wealth LLC 880.28%1.34%2.14%Q4 2021Q3 20238
Centennial Wealth Advisory LLC 510.52%0.72%1.10%Q4 2020Q3 20238
Camelot Portfolios, LLC 320.14%0.23%0.36%Q1 2021Q2 20238
GenTrust, LLC 610.03%0.19%1.08%Q4 2019Q2 20238
Cordatus Wealth Management LLC 410.20%0.77%1.78%Q2 2019Q1 20228
MA Private Wealth 710.04%0.06%0.07%Q2 2019Q2 20218
Firestone Capital Management 880.01%0.01%0.01%Q4 2019Q3 20218
Annapolis Financial Services, LLC 880.00%0.00%0.01%Q4 2020Q3 20228
CONTINENTAL INVESTORS SERVICES, INC. 880.64%0.76%0.85%Q4 2021Q3 20238
TPB WEALTH ADVISORS 880.77%5.92%10.89%Q4 2020Q3 20228
Parallax Volatility Advisers, L.P. 440.00%0.11%0.85%Q2 2019Q1 20208
Wealthcare Advisory Partners LLC 410.00%0.01%0.02%Q2 2019Q4 20228
Strategic Blueprint, LLC 610.01%0.07%0.13%Q3 2019Q1 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
First International Bank & Trust 880.99%1.10%1.22%Q4 2021Q3 20238
CONNING INC. 710.06%0.52%0.66%Q4 2020Q3 20238
FIRST AMERICAN TRUST, FSB 880.42%0.50%0.59%Q2 2020Q1 20228
FIRST MANHATTAN CO. LLC. 880.00%0.00%0.00%Q4 2021Q3 20238
SVB WEALTH LLC 880.00%0.00%0.01%Q2 2019Q1 20218
Allspring Global Investments Holdings, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
KESTRA PRIVATE WEALTH SERVICES, LLC 880.01%0.02%0.02%Q3 2020Q2 20228
ROBINSON CAPITAL MANAGEMENT, LLC 410.28%0.40%0.60%Q2 2019Q3 20218
VAUGHAN & Co SECURITIES, INC. 880.18%0.30%0.44%Q4 2019Q3 20218
Fiera Capital Corp 880.00%0.00%0.00%Q1 2021Q4 20228
Vontobel Holding Ltd. 620.00%0.03%0.07%Q2 2021Q3 20238
Schechter Investment Advisors, LLC 880.07%0.08%0.10%Q4 2021Q3 20238
McKinley Carter Wealth Services, Inc. 880.03%0.08%0.19%Q4 2020Q3 20228
MISSION WEALTH MANAGEMENT, LP 880.01%0.05%0.08%Q2 2019Q1 20218
Pinnacle Advisory Group, Inc. 880.03%0.04%0.05%Q2 2019Q1 20218
D. E. Shaw & Co., Inc. 210.00%0.02%0.06%Q4 2019Q2 20238
Anchor Investment Management, LLC 710.00%0.00%0.01%Q2 2019Q1 20238
Congress Wealth Management LLC / DE / 880.01%0.02%0.07%Q4 2021Q3 20238
WESTWOOD HOLDINGS GROUP INC 880.01%0.05%0.26%Q2 2019Q1 20218
Mathes Company, Inc. 880.08%0.09%0.10%Q2 2020Q1 20228
Menard Financial Group LLC 621.12%1.88%6.24%Q4 2019Q4 20218
TI-TRUST, INC 881.45%1.59%1.66%Q4 2021Q3 20238
HARVEST VOLATILITY MANAGEMENT LLC 310.02%2.68%20.73%Q4 2020Q3 20238
Wealthstreet Investment Advisors, LLC 880.04%0.05%0.06%Q2 2019Q1 20218
Squarepoint Ops LLC 310.00%0.04%0.11%Q2 2019Q3 20238
Missouri Trust & Investment Co 880.03%0.04%0.04%Q4 2021Q3 20238
SMITH, MOORE & CO. 530.03%0.04%0.05%Q2 2019Q3 20218
abrdn plc 880.00%0.01%0.02%Q3 2021Q2 20238
Baldrige Asset Management LLC 880.01%0.03%0.05%Q2 2021Q1 20238
Jefferies Group LLC 310.00%0.11%0.32%Q4 2019Q2 20228
NATIONAL BANK OF CANADA /FI/ 880.00%0.01%0.10%Q4 2021Q3 20238
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Raleigh Capital Management Inc. 880.00%0.24%0.55%Q4 2021Q3 20238
Ascent Group, LLC 880.02%0.22%0.44%Q4 2021Q3 20238
Wilson & Boucher Capital Management, LLC 880.34%0.53%0.75%Q4 2021Q3 20238
Sunflower Bank, N.A. 880.04%0.15%0.59%Q2 2020Q1 20228
WestEnd Advisors, LLC 880.00%0.00%0.00%Q2 2019Q1 20218
CREDIT SUISSE AG/ 410.00%0.02%0.04%Q3 2019Q2 20228
Private Wealth Group, LLC 410.28%2.15%8.22%Q2 2019Q3 20238
Sunesis Advisors, LLC 610.95%1.07%1.43%Q4 2021Q3 20237
FIRST CITIZENS BANK & TRUST CO 430.03%0.23%0.53%Q2 2019Q3 20237
Shilanski & Associates, Inc. 432.73%3.06%3.70%Q3 2019Q3 20237
Northwest Bancshares, Inc. 770.13%0.43%0.82%Q2 2020Q4 20217
WealthShield Partners, LLC 610.00%0.47%3.13%Q2 2019Q1 20217
Financial & Tax Architects, LLC 612.12%3.34%4.23%Q1 2021Q3 20237
Asset Management One Co., Ltd. 770.00%0.00%0.00%Q2 2019Q4 20207
COLDSTREAM CAPITAL MANAGEMENT INC 410.01%0.03%0.06%Q3 2021Q3 20237
Covestor Ltd 770.00%0.00%0.01%Q1 2022Q3 20237
Madison Wealth Partners, Inc 770.23%0.27%0.32%Q4 2020Q2 20227
BlueSky Wealth Advisors, LLC 770.17%0.39%0.51%Q1 2022Q3 20237
Founders Financial Alliance, LLC 610.01%0.02%0.06%Q3 2020Q3 20237
OLD MISSION CAPITAL LLC 410.03%0.28%1.08%Q4 2019Q2 20237
Compagnie Lombard Odier SCmA 610.00%0.05%0.08%Q2 2020Q3 20237
NVWM, LLC 770.00%0.01%0.01%Q3 2020Q1 20227
Graves Light Lenhart Wealth, Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
Homrich & Berg 320.01%0.04%0.11%Q3 2019Q3 20217
Tyler-Stone Wealth Management 520.01%0.01%0.01%Q4 2021Q3 20237
COLONY GROUP LLC 410.01%0.03%0.07%Q1 2019Q4 20227
MTM Investment Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
SEI INVESTMENTS CO 510.01%0.58%0.94%Q2 2019Q3 20237
Investments & Financial Planning, LLC 430.23%0.26%0.30%Q4 2021Q3 20237
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 430.16%0.36%0.91%Q4 2021Q3 20237
RFG Advisory, LLC 770.34%0.45%0.52%Q1 2022Q3 20237
HARVEST GROUP WEALTH MANAGEMENT, LLC 770.02%0.03%0.06%Q2 2019Q4 20207
ATLAS CAPITAL ADVISORS LLC 510.00%0.02%0.04%Q3 2019Q1 20227
Wall Capital Group, Inc. 430.07%0.09%0.12%Q2 2019Q4 20217
Counterpoint Mutual Funds LLC 431.34%3.08%5.18%Q2 2021Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.02%0.02%0.04%Q1 2021Q4 20227
COMERICA SECURITIES,INC. 770.02%0.02%0.03%Q1 2022Q3 20237
Cornerstone Management, Inc. 610.01%0.16%1.06%Q2 2019Q1 20237
NewEdge Wealth, LLC 770.21%0.39%0.64%Q4 2020Q2 20227
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 610.02%0.13%0.26%Q2 2019Q2 20217
Plante Moran Financial Advisors, LLC 410.00%0.00%0.00%Q1 2020Q1 20237
REGIONS FINANCIAL CORP 770.00%0.00%0.00%Q2 2021Q4 20227
Meridian Wealth Management, LLC 610.01%0.08%0.13%Q2 2019Q3 20237
Collaborative Wealth Managment Inc. 510.13%0.43%0.56%Q1 2021Q2 20237
TIEDEMANN ADVISORS, LLC 430.02%0.05%0.10%Q2 2019Q3 20237
Betterment LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Estate Counselors, LLC 770.00%0.10%0.39%Q1 2022Q3 20237
GREAT VALLEY ADVISOR GROUP, INC. 510.02%0.03%0.04%Q3 2020Q3 20227
Pensionmark Financial Group, LLC 310.04%0.08%0.16%Q3 2019Q3 20237
Wallington Asset Management, LLC 520.47%0.87%1.45%Q3 2019Q4 20217
Jackson, Grant Investment Advisers, Inc. 770.01%0.01%0.01%Q3 2020Q1 20227
Bedel Financial Consulting, Inc. 770.01%0.02%0.03%Q2 2019Q4 20207
Rockbridge Investment Management, LCC 770.25%0.32%0.41%Q2 2020Q4 20217
Visionary Wealth Advisors 770.29%0.32%0.35%Q1 2022Q3 20237
Bank of New Hampshire 770.00%0.00%0.00%Q1 2022Q3 20237
NICOLA WEALTH MANAGEMENT LTD. 770.06%0.44%1.25%Q3 2020Q1 20227
Good Life Advisors, LLC 410.02%0.04%0.05%Q1 2021Q3 20237
Concorde Asset Management, LLC 310.14%0.30%0.55%Q2 2019Q3 20237
Ameritas Advisory Services, LLC 610.01%0.02%0.03%Q4 2021Q3 20237
CAMBRIDGE TRUST CO 770.00%0.00%0.00%Q1 2022Q3 20237
TRUE Private Wealth Advisors 510.00%0.07%0.51%Q2 2019Q3 20237
PAX Financial Group, LLC 770.06%0.15%0.19%Q1 2022Q3 20237
FLAGSTAR ADVISORS INC 770.11%0.19%0.23%Q3 2021Q1 20237
PEAPACK GLADSTONE FINANCIAL CORP 520.01%0.04%0.06%Q3 2021Q3 20237
HAP Trading, LLC 510.00%0.01%0.01%Q3 2019Q1 20237
PROFFITT & GOODSON INC 430.17%0.19%0.20%Q1 2021Q4 20227
MGO ONE SEVEN LLC 110.02%0.05%0.09%Q3 2019Q3 20236
GUARDIAN WEALTH ADVISORS, LLC / NC 660.00%0.00%0.01%Q2 2022Q3 20236
Coombe, Bender & Co LLC 661.27%1.35%1.46%Q2 2022Q3 20236
SCOTIA CAPITAL INC. 510.00%0.00%0.01%Q1 2022Q3 20236
Eudaimonia Partners, LLC 660.01%0.03%0.08%Q4 2019Q1 20216
HighMark Wealth Management LLC 660.01%0.01%0.01%Q2 2020Q3 20216
Kohlberg Kravis Roberts & Co. L.P. 310.01%0.03%0.05%Q2 2020Q4 20226
Concord Wealth Partners 410.00%0.00%0.00%Q4 2020Q3 20236
InTrack Investment Management Inc 660.18%0.49%0.84%Q3 2022Q4 20236
FOUNDERS FINANCIAL SECURITIES LLC 510.06%0.31%1.47%Q2 2019Q3 20236
Bain Capital Credit, LP 662.17%3.71%5.05%Q3 2020Q4 20216
SMITH SHELLNUT WILSON LLC /ADV 660.00%0.01%0.02%Q1 2020Q2 20216
ECLECTIC ASSOCIATES INC /ADV 660.43%0.53%0.65%Q4 2020Q1 20226
Q3 Asset Management 410.31%1.78%4.94%Q2 2019Q3 20216
Pacer Advisors, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Chesley Taft & Associates LLC 660.01%0.02%0.02%Q4 2020Q1 20226
TimeScale Financial, Inc. 420.00%0.33%1.04%Q2 2019Q2 20236
Atlas Private Wealth Advisors 660.00%0.00%0.00%Q2 2020Q3 20216
RMR Wealth Builders 410.04%0.06%0.08%Q4 2019Q3 20216
LifePlan Financial Group, Inc 660.67%0.88%1.13%Q2 2019Q3 20206
Ascendant Capital Management, LLC 511.72%4.11%5.73%Q4 2020Q1 20236
FURE FINANCIAL CORP 411.78%2.77%4.84%Q4 2019Q4 20216
Single Point Partners, LLC 660.18%0.47%1.52%Q2 2022Q3 20236
TECTONIC ADVISORS LLC 420.01%0.05%0.10%Q4 2020Q4 20226
Center For Asset Management LLC 660.20%0.46%0.80%Q4 2020Q1 20226
RMB Capital Management, LLC 330.10%0.27%0.36%Q2 2019Q4 20206
WASHINGTON TRUST BANK 660.05%0.16%0.42%Q2 2022Q3 20236
Peninsula Wealth, LLC 660.24%0.36%0.52%Q2 2019Q3 20206
Princeton Portfolio Strategies Group LLC 510.17%0.30%0.63%Q4 2019Q2 20216
AMJ Financial Wealth Management 661.82%2.94%3.31%Q4 2020Q1 20226
Kalos Management, Inc. 210.01%0.13%0.21%Q2 2020Q1 20236
PRIVATE TRUST CO NA 660.04%0.05%0.07%Q2 2022Q3 20236
Lucia Wealth Services, LLC 660.07%0.36%0.82%Q2 2019Q3 20206
Jump Financial, LLC 310.06%0.18%0.38%Q3 2021Q3 20236
PFG Advisors 420.02%0.04%0.06%Q2 2019Q2 20226
KilterHowling LLC 420.24%0.36%0.44%Q4 2021Q2 20236
Fulcrum Equity Management 510.11%0.25%0.45%Q3 2019Q2 20216
ARCADIA INVESTMENT MANAGEMENT CORP/MI 660.00%0.01%0.02%Q2 2019Q3 20206
Relative Value Partners Group, LLC 660.03%0.03%0.03%Q2 2019Q3 20206
FLOW TRADERS U.S. LLC 310.17%2.09%6.34%Q3 2019Q4 20226
McLean Asset Management Corp 660.10%0.11%0.12%Q3 2022Q4 20236
First Allied Advisory Services, Inc. 660.06%0.15%0.32%Q2 2019Q3 20206
Koshinski Asset Management, Inc. 310.01%0.02%0.04%Q2 2020Q1 20226
Lenox Wealth Advisors, LLC 660.00%0.00%0.00%Q2 2020Q3 20216
RIVERSEDGE ADVISORS, LLC 661.98%2.07%2.22%Q2 2019Q3 20206
Prentice Wealth Management LLC 510.11%0.18%0.24%Q1 2021Q4 20226
Allen Capital Group, LLC 420.00%0.07%0.19%Q4 2020Q3 20226
ROWLAND CARMICHAEL ADVISORS INC /ADV 420.00%0.00%0.00%Q2 2019Q4 20206
Newport Capital Group, LLC 662.58%2.83%3.00%Q4 2020Q1 20226
Truvestments Capital LLC 320.00%0.00%0.00%Q1 2020Q2 20215
Biltmore Capital Advisors LLC 550.07%0.12%0.17%Q3 2020Q3 20215
Empowered Funds, LLC 410.48%1.04%1.68%Q4 2020Q4 20225
Monument Capital Management 320.11%1.15%2.97%Q2 2021Q4 20225
Sound Financial Strategies Group, LLC 310.01%5.05%25.19%Q4 2021Q3 20235
Lenox Wealth Management, Inc. 550.00%0.01%0.01%Q2 2019Q2 20205
Zullo Investment Group, Inc. 550.02%0.02%0.02%Q4 2021Q4 20225
Full Sail Capital, LLC 550.02%0.03%0.03%Q1 2021Q1 20225
HB Wealth Management, LLC 550.01%0.02%0.04%Q3 2022Q3 20235
ProVise Management Group, LLC 320.02%0.11%0.24%Q2 2021Q3 20235
Western Asset Management Company, LLC 320.40%1.58%2.08%Q2 2020Q3 20225
UMB Bank, n.a. 550.00%0.00%0.00%Q4 2021Q4 20225
Merit Financial Group, LLC 410.01%0.02%0.05%Q2 2022Q3 20235
DB Wealth Management Group, LLC 550.01%0.01%0.01%Q4 2020Q4 20215
Logan Stone Capital, LLC 410.19%3.94%8.02%Q4 2021Q3 20235
PRELUDE CAPITAL MANAGEMENT, LLC 310.01%0.01%0.03%Q3 2019Q2 20215
ESG Planning 550.64%2.71%3.77%Q1 2022Q1 20235
IHT Wealth Management, LLC 320.03%0.04%0.06%Q2 2019Q3 20235
Lorne Steinberg Wealth Management Inc. 210.20%0.49%0.63%Q1 2021Q3 20235
PITTENGER & ANDERSON INC 410.00%0.00%0.00%Q1 2019Q3 20225
Private Vista, LLC 550.08%0.11%0.12%Q2 2019Q2 20205
Pacifica Partners Inc. 550.01%0.01%0.02%Q4 2022Q4 20235
Cascadia Advisory Services, LLC 310.37%1.09%2.80%Q4 2019Q3 20215
FDx Advisors, Inc. 210.01%0.12%0.32%Q2 2019Q1 20225
Triton Wealth Management, PLLC 550.14%0.21%0.34%Q1 2020Q1 20215
Global Assets Advisory, LLC 550.23%0.38%0.76%Q3 2022Q3 20235
Stratos Wealth Advisors, LLC 210.00%0.03%0.04%Q1 2020Q2 20235
Ford Financial Group, LLC 310.00%0.20%0.66%Q2 2019Q4 20215
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 410.09%0.13%0.20%Q4 2019Q1 20215
Freedman Financial Associates, Inc. 550.00%0.00%0.00%Q4 2020Q4 20215
RFG HOLDINGS, INC. 551.78%2.58%3.38%Q4 2020Q4 20215
TWIN FOCUS CAPITAL PARTNERS, LLC 550.05%0.07%0.10%Q1 2022Q1 20235
Waldron Private Wealth LLC 310.02%0.08%0.12%Q2 2019Q4 20215
Aurora Private Wealth, Inc. 210.12%1.65%7.12%Q4 2019Q3 20235
FEDERATED HERMES, INC. 410.00%0.01%0.01%Q2 2019Q4 20215
LaFleur & Godfrey LLC 550.06%0.07%0.08%Q2 2021Q2 20225
Strategic Family Wealth Counselors, L.L.C. 210.09%0.15%0.28%Q4 2019Q1 20235
Cadent Capital Advisors, LLC 550.09%0.10%0.10%Q1 2021Q1 20225
WEST BANCORPORATION INC 410.02%0.02%0.03%Q4 2019Q4 20215
WBI INVESTMENTS, LLC 310.25%5.27%8.99%Q2 2019Q4 20225
Coppell Advisory Solutions LLC 410.17%1.69%3.21%Q4 2020Q3 20235
ORSER CAPITAL MANAGEMENT, LLC 550.69%1.59%3.36%Q2 2020Q2 20215
Crestwood Advisors Group, LLC 550.01%0.02%0.02%Q3 2022Q3 20235
Three Peaks Capital Management, LLC 550.08%0.77%1.20%Q3 2019Q3 20205
CoreCap Advisors, LLC 550.55%0.79%0.93%Q4 2021Q4 20225
Cambridge Advisors Inc. 410.06%0.07%0.08%Q2 2019Q4 20205
Pflug Koory, LLC 320.00%0.00%0.00%Q2 2019Q2 20215
Faithward Advisors, LLC 320.00%0.01%0.02%Q1 2022Q2 20235
Aviance Capital Partners, LLC 410.05%0.08%0.11%Q3 2019Q4 20205
Atria Wealth Solutions, Inc. 410.01%0.06%0.14%Q1 2022Q3 20235
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 410.00%0.58%1.50%Q1 2022Q3 20235
ClearBridge Investments 550.00%0.00%0.00%Q2 2019Q2 20205
OLD NATIONAL BANCORP /IN/ 550.05%0.06%0.10%Q3 2022Q3 20235
McElhenny Sheffield Capital Management, LLC 410.16%0.18%0.19%Q3 2021Q3 20235
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.01%0.01%0.03%Q3 2020Q3 20235
Covenant Asset Management, LLC 440.07%0.10%0.12%Q2 2019Q1 20204
Wealth Quarterback LLC 220.00%0.42%0.99%Q4 2019Q3 20214
CATALYST FINANCIAL PARTNERS LLC 440.14%0.19%0.28%Q4 2022Q3 20234
WEALTHSOURCE PARTNERS, LLC 220.02%0.03%0.04%Q2 2021Q3 20224
AXXCESS WEALTH MANAGEMENT, LLC 310.03%0.04%0.06%Q4 2021Q3 20234
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 440.09%0.15%0.21%Q1 2020Q4 20204
One Capital Management, LLC 310.01%0.16%0.60%Q1 2022Q3 20234
Itau Unibanco Holding S.A. 440.03%0.05%0.06%Q4 2022Q3 20234
Destiny Wealth Partners, LLC 220.00%0.00%0.01%Q4 2020Q4 20214
Activest Wealth Management 310.05%0.10%0.17%Q3 2022Q3 20234
Beaumont Financial Advisors, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Sterling Investment Counsel, LLC 210.14%0.16%0.18%Q4 2021Q3 20234
TFB Advisors LLC 440.22%0.93%1.76%Q4 2022Q3 20234
FLPUTNAM INVESTMENT MANAGEMENT CO 440.02%0.02%0.02%Q2 2021Q1 20224
Choate Investment Advisors 310.00%0.00%0.00%Q1 2022Q3 20234
Winslow, Evans & Crocker, Inc. 440.01%0.01%0.01%Q2 2019Q1 20204
Palouse Capital Management, Inc. 441.77%2.01%2.50%Q2 2019Q1 20204
Disciplined Investments, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
PRICE T ROWE ASSOCIATES INC /MD/ 310.00%0.00%0.00%Q2 2020Q2 20224
Sharper & Granite LLC 440.41%0.47%0.56%Q4 2022Q3 20234
Stokes Family Office, LLC 440.07%0.07%0.08%Q4 2022Q3 20234
Jessup Wealth Management, Inc 442.87%3.11%3.20%Q4 2022Q3 20234
Mosaic Family Wealth, LLC 440.10%0.11%0.12%Q2 2019Q1 20204
Bleakley Financial Group, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Cumberland Partners Ltd 440.05%0.06%0.09%Q2 2020Q1 20214
Canvas Wealth Advisors, LLC 440.40%0.40%0.41%Q1 2022Q4 20224
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 310.00%0.01%0.01%Q2 2020Q2 20234
Park Avenue Institutional Advisers LLC 217.96%15.06%32.49%Q2 2019Q3 20214
Portfolio Solutions, LLC 440.04%0.04%0.04%Q1 2019Q4 20194
Verition Fund Management LLC 220.02%0.03%0.05%Q2 2022Q3 20234
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 310.00%0.21%0.29%Q2 2019Q2 20204
West Wealth Group, LLC 440.10%0.34%0.52%Q4 2022Q3 20234
BALYASNY ASSET MANAGEMENT L.P. 440.00%0.04%0.10%Q4 2022Q3 20234
PITCAIRN CO 440.03%0.05%0.08%Q4 2022Q3 20234
Strategic Asset Management, LLC 440.00%0.04%0.07%Q4 2021Q3 20224
ARMSTRONG ADVISORY GROUP, INC 440.01%0.01%0.02%Q4 2022Q3 20234
Austin Private Wealth, LLC 440.09%0.10%0.10%Q4 2022Q3 20234
EVERMAY WEALTH MANAGEMENT LLC 440.00%0.03%0.09%Q4 2021Q3 20224
Navigation Wealth Management, Inc. 2110.62%31.39%92.08%Q2 2021Q1 20234
Farther Finance Advisors, LLC 440.09%0.14%0.17%Q4 2022Q3 20234
Accurate Wealth Management, LLC 440.22%0.29%0.41%Q4 2022Q3 20234
Avidian Wealth Solutions, LLC 310.04%0.11%0.14%Q4 2020Q3 20224
Argent Advisors, Inc. 310.05%0.16%0.22%Q4 2019Q4 20204
Towercrest Capital Management 440.05%0.05%0.06%Q4 2022Q3 20234
Sunbelt Securities, Inc. 310.00%0.01%0.03%Q1 2020Q3 20234
BERRY GROUP, LLC 310.12%0.14%0.17%Q4 2019Q4 20204
TRUST CO OF VERMONT 310.00%0.00%0.00%Q1 2021Q4 20224
Family Asset Management, LLC 440.16%0.41%0.74%Q4 2022Q3 20234
FIRST NATIONAL TRUST CO 440.06%0.10%0.19%Q1 2020Q4 20204
Bangor Savings Bank 440.00%0.00%0.00%Q2 2022Q1 20234
WASHINGTON TRUST Co 440.00%0.00%0.00%Q3 2020Q2 20214
Legacy Wealth Partners, Inc. 310.63%1.14%1.68%Q2 2020Q2 20214
Summit Financial, LLC 310.04%0.06%0.08%Q2 2019Q2 20204
MILES CAPITAL, INC. 441.02%1.11%1.18%Q2 2019Q1 20204
Truadvice, LLC 310.15%0.22%0.30%Q3 2020Q4 20214
Wavelength Capital Management, LLC 441.80%2.36%2.72%Q4 2021Q3 20224
Deane Retirement Strategies, Inc. 442.80%2.89%2.98%Q1 2021Q4 20214
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.08%0.11%0.15%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.71%0.86%1.02%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.01%0.36%0.52%Q4 2022Q3 20234
HBW ADVISORY SERVICES LLC 440.07%0.08%0.08%Q4 2020Q3 20214
True Wealth Design, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Dynamic Advisor Solutions LLC 310.02%0.05%0.07%Q2 2019Q4 20214
Parcion Private Wealth LLC 310.03%0.04%0.05%Q3 2021Q4 20224
KARLINSKI ANDREW C 440.00%0.00%0.00%Q4 2021Q3 20224
Old North State Trust, LLC 440.01%0.01%0.01%Q4 2020Q3 20214
Joseph Group Capital Management 440.04%0.17%0.35%Q4 2022Q3 20234
Roger Wittlin Investment Advisory, LLC 440.70%0.73%0.76%Q4 2022Q3 20234
BANK OF NOVA SCOTIA 310.12%0.24%0.32%Q4 2019Q4 20204
Elo Mutual Pension Insurance Co 441.36%1.58%1.83%Q4 2022Q3 20234
Leucadia National 440.01%0.05%0.14%Q4 2022Q3 20234
Arjuna Capital 220.00%0.01%0.01%Q2 2020Q4 20224
First Heartland Consultants, Inc. 440.05%0.60%1.25%Q4 2019Q3 20204
Tidal Investments LLC 440.09%0.11%0.13%Q4 2022Q3 20234
Connecticut Wealth Management, LLC 440.04%0.04%0.05%Q3 2019Q2 20204
Blue Barn Wealth, LLC 440.26%0.36%0.46%Q4 2022Q3 20234
IAG Wealth Partners, LLC 310.00%0.00%0.00%Q3 2021Q2 20234
Keystone Wealth Services, LLC 440.11%0.12%0.13%Q4 2022Q3 20234
ERTS Wealth Advisors, LLC 440.05%0.54%1.97%Q4 2022Q3 20234
MACQUARIE GROUP LTD 440.00%0.00%0.01%Q1 2022Q4 20224
Ahrens Investment Partners LLC 310.00%0.00%0.00%Q4 2021Q1 20234
Triumph Capital Management 440.13%0.15%0.17%Q2 2021Q1 20224
HFG Advisors, Inc. 441.61%1.97%2.17%Q4 2021Q3 20224
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q2 2020Q1 20234
Carmel Capital Partners, LLC 310.00%0.09%0.25%Q4 2021Q3 20234
Continuum Advisory, LLC 440.04%0.29%0.41%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 440.03%0.03%0.03%Q4 2022Q3 20234
State of Tennessee, Treasury Department 440.06%0.16%0.32%Q4 2021Q3 20224
Independent Advisor Alliance 210.03%0.05%0.08%Q3 2019Q4 20213
NORTHERN TRUST CORP 210.00%0.00%0.00%Q4 2021Q4 20223
Rehmann Capital Advisory Group 210.01%0.01%0.02%Q2 2019Q4 20213
TCG Advisors, LP 330.12%0.21%0.26%Q2 2019Q4 20193
Advisor Resource Council 110.23%0.26%0.31%Q2 2021Q2 20223
Argent Trust Co 210.01%0.04%0.08%Q4 2021Q3 20233
Parkside Financial Bank & Trust 210.00%0.01%0.02%Q1 2020Q3 20233
Cape Investment Advisory, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Banque Cantonale Vaudoise 330.00%0.00%0.00%Q1 2023Q3 20233
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 331.55%2.15%3.35%Q1 2020Q3 20203
TCI Wealth Advisors, Inc. 210.00%0.00%0.00%Q3 2019Q2 20223
Squar Milner Financial Services LLC 210.01%0.02%0.02%Q2 2019Q1 20203
Family Management Corp 210.00%0.00%0.00%Q2 2022Q1 20233
Golden State Wealth Management, LLC 210.00%0.00%0.01%Q2 2019Q1 20203
Aprio Wealth Management, LLC 330.74%0.79%0.87%Q4 2022Q2 20233
GW&K Investment Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Virtus Investment Advisers, Inc. 210.43%4.12%10.96%Q2 2019Q2 20203
Ironwood Financial, llc 330.00%0.00%0.00%Q2 2019Q4 20193
Edgestream Partners, L.P. 330.12%0.14%0.16%Q1 2023Q3 20233
VALLEY NATIONAL ADVISERS INC 210.00%0.00%0.00%Q4 2019Q2 20213
Cedar Wealth Management, LLC 330.01%0.02%0.02%Q2 2021Q4 20213
EXENCIAL WEALTH ADVISORS, LLC 330.02%0.03%0.04%Q4 2019Q2 20203
G&S Capital LLC 330.02%0.03%0.04%Q2 2019Q4 20193
ACUTE INVESTMENT ADVISORY, LLC 332.77%4.49%6.76%Q1 2022Q3 20223
Crescent Grove Advisors, LLC 330.05%0.08%0.12%Q1 2023Q3 20233
Beach Point Capital Management LP 331.80%7.63%13.56%Q3 2020Q1 20213
QCM Cayman, Ltd. 210.63%1.41%1.94%Q3 2020Q4 20213
DARK FOREST CAPITAL MANAGEMENT LP 330.31%0.43%0.55%Q1 2023Q3 20233
Wright Fund Management, LLC 2113.77%21.61%31.73%Q4 2022Q3 20233
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 210.00%0.00%0.00%Q4 2021Q4 20223
Fort Point Capital Partners LLC 330.15%0.17%0.19%Q4 2021Q2 20223
Intrua Financial, LLC 330.04%0.04%0.04%Q4 2021Q2 20223
Total Clarity Wealth Management, Inc. 110.00%0.00%0.01%Q4 2019Q2 20223
Cornerstone Planning Group LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Twelve Points Wealth Management LLC 330.37%0.53%0.70%Q4 2021Q2 20223
Darwin Wealth Management, LLC 210.00%0.50%0.83%Q1 2020Q1 20213
Cresset Asset Management, LLC 330.01%0.01%0.01%Q4 2021Q2 20223
First Citizens Asset Management, Inc. 330.39%0.42%0.47%Q1 2023Q3 20233
Claraphi Advisory Network, LLC 110.03%0.13%0.26%Q3 2019Q2 20223
Advisor Group, Inc. 330.10%0.18%0.25%Q2 2019Q4 20193
VisionPoint Advisory Group, LLC 210.02%0.15%0.34%Q4 2022Q3 20233
Trexquant Investment LP 110.01%0.02%0.02%Q4 2021Q3 20233
CAPSTONE INVESTMENT ADVISORS, LLC 330.00%0.01%0.02%Q4 2020Q2 20213
LADENBURG THALMANN FINANCIAL SERVICES INC. 330.17%0.32%0.42%Q2 2019Q4 20193
Beaumont Financial Partners, LLC 210.02%0.05%0.07%Q3 2019Q1 20223
JAMES INVESTMENT RESEARCH INC 330.00%0.00%0.00%Q2 2019Q4 20193
Clearstead Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
WBH ADVISORY INC 210.05%0.08%0.14%Q3 2022Q2 20233
Meridian Wealth Partners, LLC 330.13%0.16%0.20%Q4 2019Q2 20203
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Crow Point Partners, LLC 330.12%2.98%8.53%Q2 2019Q4 20193
Japan Science & Technology Agency 333.90%3.98%4.10%Q1 2023Q3 20233
WealthPlan Investment Management, LLC 210.04%0.05%0.07%Q1 2022Q4 20223
ACCURATE INVESTMENT SOLUTIONS, INC. 330.00%0.01%0.01%Q2 2019Q4 20193
GSA CAPITAL PARTNERS LLP 331.33%4.99%8.55%Q1 2020Q3 20203
Allianz Asset Management GmbH 210.00%0.00%0.01%Q2 2019Q2 20223
IAMS WEALTH MANAGEMENT, LLC 210.38%0.85%1.38%Q4 2022Q3 20233
Evolution Wealth Advisors, LLC 210.00%0.04%0.12%Q4 2019Q3 20213
PATHSTONE FAMILY OFFICE, LLC 210.00%0.02%0.06%Q2 2019Q3 20233
Transform Wealth, LLC 331.03%1.71%2.93%Q2 2019Q4 20193
B. Riley Wealth Management, Inc. 210.00%0.04%0.10%Q1 2021Q2 20223
Azimuth Capital Investment Management LLC 330.01%0.01%0.01%Q1 2023Q3 20233
McClarren Financial Advisors, Inc. 330.01%0.01%0.01%Q4 2022Q2 20233
Astor Investment Management LLC 330.53%0.90%1.38%Q1 2021Q3 20213
American Trust 210.03%0.03%0.04%Q2 2022Q1 20233
Cardan Capital Partners, LLC 330.90%0.97%1.04%Q2 2019Q4 20193
Zions Bancorporation, N.A. 330.00%0.00%0.01%Q2 2019Q4 20193
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 330.00%0.07%0.14%Q3 2022Q1 20233
ENTERPRISE FINANCIAL SERVICES CORP 330.00%0.00%0.00%Q2 2019Q4 20193
TRANSCEND CAPITAL ADVISORS, LLC 210.06%0.07%0.08%Q4 2022Q3 20233
QUATTRO FINANCIAL ADVISORS LLC 330.13%0.14%0.14%Q4 2022Q2 20233
ARGI Investment Services, LLC 210.01%0.01%0.02%Q1 2020Q1 20223
Virtus ETF Advisers LLC 210.04%0.04%0.05%Q2 2020Q2 20213
BOOTHBAY FUND MANAGEMENT, LLC 210.03%0.17%0.25%Q2 2021Q4 20223
CHANNEL WEALTH LLC 330.19%0.23%0.28%Q1 2023Q3 20233
Oxbow Advisors, LLC 330.02%0.03%0.03%Q2 2019Q4 20193
Genesee Capital Advisors, LLC 330.69%0.78%0.86%Q3 2021Q1 20223
HANCOCK WHITNEY INVESTMENT SERVICES INC. 330.09%0.22%0.30%Q4 2021Q2 20223
Newfleet Asset Management, LLC 332.45%11.73%28.99%Q4 2020Q2 20213
ETRADE Capital Management LLC 330.02%0.02%0.02%Q1 2020Q3 20203
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 210.00%0.00%0.00%Q1 2022Q3 20233
Personal Capital Advisors Corp 110.00%0.00%0.01%Q4 2019Q4 20223
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 333.46%3.67%4.03%Q2 2019Q4 20193
Pine Valley Investments Ltd Liability Co 330.03%0.04%0.05%Q1 2023Q3 20233
Simmons Bank 330.24%0.24%0.25%Q2 2019Q4 20193
QUEST CAPITAL MANAGEMENT INC /ADV 330.06%0.07%0.07%Q3 2019Q1 20203
K2 PRINCIPAL FUND, L.P. 220.80%1.16%1.79%Q1 2020Q2 20203
Kore Private Wealth LLC 330.00%0.00%0.00%Q4 2019Q2 20203
ShoreHaven Wealth Partners, LLC 331.25%1.44%1.54%Q4 2022Q2 20233
TELEMUS CAPITAL, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
SUNTRUST BANKS INC 220.03%0.03%0.03%Q2 2019Q3 20192
H&H Retirement Design & Management INC 220.95%1.10%1.26%Q1 2020Q2 20202
Intelligence Driven Advisers, LLC 110.07%0.19%0.32%Q2 2019Q3 20222
Winfield Associates, Inc. 220.12%0.13%0.13%Q2 2019Q3 20192
Fortitude Advisory Group L.L.C. 220.01%0.01%0.02%Q4 2021Q1 20222
GTS SECURITIES LLC 220.00%0.00%0.01%Q2 2023Q3 20232
Financial Enhancement Group LLC 220.00%0.01%0.01%Q2 2021Q3 20212
Guidant Wealth Advisors 220.34%1.85%3.37%Q2 2019Q3 20192
FIRST FINANCIAL CORP /IN/ 220.01%0.01%0.02%Q2 2020Q3 20202
Livingston Group Asset Management CO (operating as Southport Capital Management) 220.32%0.42%0.51%Q4 2021Q1 20222
CIBC Private Wealth Group, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
LGT Financial Advisors LLC 220.05%0.05%0.05%Q2 2023Q3 20232
Tarbox Family Office, Inc. 220.03%0.03%0.03%Q2 2021Q3 20212
Mascoma Wealth Management LLC 220.00%0.00%0.01%Q1 2022Q2 20222
Prestige Wealth Management Group LLC 220.04%0.05%0.06%Q1 2023Q2 20232
Price Capital Management, Inc. 220.56%0.69%0.82%Q3 2019Q4 20192
Householder Group Estate & Retirement Specialist, LLC 110.00%0.02%0.03%Q3 2022Q3 20232
Headlands Technologies LLC 110.01%0.49%0.98%Q4 2022Q2 20232
Grey Fox Wealth Advisors, LLC 220.10%0.11%0.12%Q4 2022Q1 20232
Auour Investments LLC 220.33%0.35%0.37%Q2 2023Q3 20232
WEDBUSH SECURITIES INC 110.02%0.02%0.02%Q3 2019Q2 20202
BB&T SECURITIES, LLC 220.07%0.08%0.09%Q2 2019Q3 20192
ORG Partners LLC 220.01%0.01%0.01%Q2 2023Q3 20232
TUDOR INVESTMENT CORP ET AL 220.01%0.01%0.01%Q1 2023Q2 20232
Alberta Investment Management Corp 220.34%0.46%0.57%Q3 2020Q4 20202
Laurion Capital Management LP 110.70%0.89%1.07%Q2 2019Q2 20222
AXS Investments LLC 220.18%0.35%0.53%Q2 2023Q3 20232
SouthState Corp 220.01%0.01%0.01%Q4 2021Q1 20222
Charter Oak Capital Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
WEXFORD CAPITAL LP 110.03%0.03%0.04%Q4 2019Q2 20222
AXA S.A. 220.05%0.05%0.05%Q2 2019Q3 20192
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q4 2022Q3 20232
FEDERAL RESERVE BANK OF NEW YORK 226.56%6.66%6.76%Q4 2020Q1 20212
Fermata Advisors, LLC 220.10%0.30%0.50%Q2 2021Q3 20212
BOKF, NA 220.01%0.01%0.01%Q2 2019Q3 20192
Western Standard LLC 220.45%1.57%2.68%Q4 2019Q1 20202
Sonora Investment Management, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Intergy Private Wealth, LLC 220.41%0.89%1.36%Q4 2021Q1 20222
Coppell Advisory Solutions Corp. 221.67%1.68%1.70%Q4 2022Q1 20232
Hall Kathryn A. 220.14%0.17%0.20%Q2 2020Q3 20202
STATE OF WISCONSIN INVESTMENT BOARD 110.06%0.13%0.20%Q1 2020Q1 20212
UNIVEST FINANCIAL Corp 220.07%0.21%0.35%Q3 2022Q4 20222
Portside Wealth Group, LLC 220.47%0.48%0.48%Q2 2023Q3 20232
TrinityPoint Wealth, LLC 220.74%0.83%0.92%Q2 2020Q3 20202
United Capital Management of KS, Inc. 222.62%2.67%2.72%Q3 2019Q4 20192
Peak Financial Management, Inc. 110.08%0.10%0.12%Q4 2021Q4 20222
Point72 Asset Management, L.P. 220.01%0.01%0.01%Q2 2023Q3 20232
Bridgewater Advisors Inc. 220.05%0.05%0.05%Q4 2021Q1 20222
NICHOLAS COMPANY, INC. 220.02%0.02%0.02%Q1 2020Q2 20202
Laurel Wealth Advisors LLC 220.01%0.01%0.01%Q3 2020Q4 20202
EHP Funds Inc. 223.64%5.97%8.31%Q4 2022Q1 20232
Solstein Capital, LLC 110.01%0.25%0.50%Q2 2019Q3 20212
Foresight Wealth Management, LLC 220.01%0.01%0.01%Q3 2019Q4 20192
Strategic Wealth Investment Group, LLC 220.37%0.48%0.59%Q4 2019Q1 20202
Blue Trust, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Royal Fund Management, LLC 220.01%0.01%0.01%Q3 2019Q4 20192
All Season Financial Advisors, Inc. 224.87%5.25%5.63%Q3 2022Q4 20222
Paragon Advisors, LLC 220.76%1.01%1.26%Q3 2022Q4 20222
PIN OAK INVESTMENT ADVISORS INC 220.00%0.00%0.00%Q2 2023Q3 20232
UBS ASSET MANAGEMENT AMERICAS INC 220.00%0.00%0.00%Q2 2019Q3 20192
J2 Capital Management Inc 220.83%0.89%0.94%Q4 2021Q1 20222
Marquette Asset Management, LLC 220.01%0.01%0.01%Q2 2019Q3 20192
Deer Park Road Corp 110.73%0.98%1.24%Q3 2019Q4 20222
Covington Capital Management 220.00%0.00%0.00%Q3 2021Q4 20212
New Millennium Group LLC 220.00%0.00%0.00%Q2 2022Q3 20222
TFO Wealth Partners, LLC 110.00%0.01%0.02%Q4 2021Q2 20222
Cercano Management LLC 226.76%6.81%6.85%Q4 2022Q1 20232
HM PAYSON & CO 110.00%0.00%0.00%Q4 2020Q3 20232
HHM Wealth Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Tatro Capital, LLC 220.20%0.22%0.24%Q3 2020Q4 20202
LOWERY THOMAS, LLC 220.50%0.85%1.20%Q4 2021Q1 20222
FIRST HORIZON CORP 220.00%0.00%0.00%Q1 2021Q2 20212
Hutchens & Kramer Investment Management Group, LLC 112.65%3.58%4.51%Q1 2022Q1 20232
BROWN WEALTH MANAGEMENT, LLC 220.94%1.02%1.10%Q2 2023Q3 20232
Procyon Advisors, LLC 220.00%0.01%0.01%Q1 2020Q2 20202
Advisory Alpha, LLC 110.02%0.02%0.02%Q2 2022Q4 20222
Mutual Advisors, LLC 110.07%0.08%0.10%Q1 2023Q3 20232
BBVA USA 220.00%0.00%0.01%Q2 2021Q3 20212
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.06%0.78%1.51%Q4 2019Q4 20202
VOLORIDGE INVESTMENT MANAGEMENT, LLC 110.25%0.32%0.38%Q1 2020Q3 20202
Bayesian Capital Management, LP 220.09%0.10%0.10%Q3 2019Q4 20192
Wayfinding Financial, LLC 220.19%0.19%0.19%Q2 2023Q3 20232
KING LUTHER CAPITAL MANAGEMENT CORP 220.00%0.00%0.00%Q2 2023Q3 20232
FAIRFIELD, BUSH & CO. 110.01%0.02%0.02%Q2 2022Q2 20232
NICOLET BANKSHARES INC 110.08%0.09%0.11%Q4 2022Q2 20232
Alaska Wealth Advisors 220.08%0.10%0.12%Q4 2019Q1 20202
Clearstead Trust, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
OPPENHEIMER ASSET MANAGEMENT INC. 220.00%0.00%0.00%Q2 2019Q3 20192
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Quad-Cities Investment Group, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Weaver Consulting Group 220.00%0.00%0.00%Q2 2020Q3 20202
PARAMETRIC PORTFOLIO ASSOCIATES LLC 220.00%0.00%0.00%Q4 2021Q1 20222
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 115.65%6.66%7.66%Q4 2022Q3 20232
QUADRANT CAPITAL GROUP LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Roble, Belko & Company, Inc 220.00%0.00%0.00%Q4 2021Q1 20222
GERMAN AMERICAN BANCORP, INC. 220.03%0.55%1.07%Q4 2022Q1 20232
Hoxton Planning & Management, LLC 220.16%0.21%0.27%Q4 2022Q1 20232
Stearns Financial Services Group 220.00%0.00%0.01%Q4 2019Q1 20202
JUNCTURE WEALTH STRATEGIES, LLC 220.25%0.31%0.36%Q2 2019Q3 20192
Avalon Investment & Advisory 220.05%0.08%0.11%Q3 2019Q4 20192
TORONTO DOMINION BANK 220.13%0.13%0.13%Q2 2020Q3 20202
Capital CS Group, LLC 220.29%0.30%0.30%Q2 2023Q3 20232
CERTUITY, LLC 110.05%0.06%0.06%Q4 2019Q4 20192
ADVANTAGE INVESTMENT MANAGEMENT, LLC 220.01%0.02%0.03%Q2 2019Q3 20192
Brinker Capital Investments, LLC 110.00%0.01%0.01%Q2 2019Q1 20222
Idaho Trust Bank 221.64%1.67%1.71%Q2 2023Q3 20232
Peloton Wealth Strategists 220.87%0.92%0.98%Q2 2020Q3 20202
RWA WEALTH PARTNERS, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
HITE Hedge Asset Management LLC 220.84%0.88%0.91%Q3 2021Q4 20212
Community Bank, N.A. 220.01%0.01%0.01%Q2 2019Q3 20192
Human Investing LLC 220.01%0.01%0.01%Q2 2020Q3 20202
VERUS CAPITAL PARTNERS, LLC 220.00%0.01%0.01%Q4 2019Q1 20202
CIBC WORLD MARKET INC. 220.00%0.00%0.00%Q2 2022Q3 20222
CATALYST PRIVATE WEALTH, LLC 220.33%0.59%0.85%Q1 2022Q2 20222
Moneda S.A. Administradora General de Fondos 220.25%0.32%0.39%Q1 2023Q2 20232
Advisors Capital Management, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Strategic Wealth Partners, Ltd. 220.00%0.02%0.04%Q2 2019Q3 20192
PFS INVESTMENTS INC. 220.18%0.18%0.18%Q2 2019Q3 20192
CMH Wealth Management LLC 110.14%0.31%0.47%Q4 2019Q4 20222
Endurance Wealth Management, Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
Clarity Financial LLC 220.14%0.15%0.17%Q2 2023Q3 20232
Balboa Wealth Partners 220.08%0.13%0.18%Q2 2023Q3 20232
City State Bank 220.00%0.00%0.00%Q2 2023Q3 20232
Clear Perspective Advisors, LLC 220.03%0.04%0.04%Q2 2019Q3 20192
MATHER GROUP, LLC. 220.03%0.03%0.03%Q4 2019Q1 20202
NORTHSTAR WEALTH PARTNERS LLC 220.08%0.09%0.09%Q3 2019Q4 20192
HIGHLAND PEAK CAPITAL, LLC 1118.60%18.60%18.60%Q4 2022Q4 20221
ISLAY CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Lion Street Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
TIAA Kaspick, LLC 110.24%0.24%0.24%Q2 2020Q2 20201
Northwest Bank & Trust Co 110.14%0.14%0.14%Q2 2023Q2 20231
Onex Canada Asset Management Inc. 110.98%0.98%0.98%Q4 2021Q4 20211
Asset Dedication, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Omega Financial Group, LLC 110.43%0.43%0.43%Q4 2021Q4 20211
Pointe Capital Management LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Harel Insurance Investments & Financial Services Ltd. 110.06%0.06%0.06%Q4 2020Q4 20201
SBK Financial, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Altus Wealth Group LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Ameliora Wealth Management Ltd. 110.02%0.02%0.02%Q3 2023Q3 20231
TFG Advisers LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Lansing Street Advisors 110.02%0.02%0.02%Q4 2022Q4 20221
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
MKP Capital Management, L.L.C. 1117.46%17.46%17.46%Q2 2022Q2 20221
Tradewinds, LLC. 110.29%0.29%0.29%Q4 2022Q4 20221
CITIZENS & NORTHERN CORP 110.26%0.26%0.26%Q2 2020Q2 20201
Nishkama Capital, LLC 1114.88%14.88%14.88%Q4 2020Q4 20201
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Nilsine Partners, LLC 110.33%0.33%0.33%Q1 2023Q1 20231
BNC WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Western Pacific Wealth Management, LP 110.02%0.02%0.02%Q3 2022Q3 20221
Envestnet Portfolio Solutions, Inc. 110.15%0.15%0.15%Q3 2023Q3 20231
SUN LIFE FINANCIAL INC 111.09%1.09%1.09%Q1 2023Q1 20231
SECURITY NATIONAL BANK OF SO DAK 110.32%0.32%0.32%Q2 2021Q2 20211
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q3 2019Q3 20191
Mid-American Wealth Advisory Group, Inc. 110.18%0.18%0.18%Q4 2021Q4 20211
Wealthspire Advisors, L.P. 110.01%0.01%0.01%Q3 2020Q3 20201
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
ALBION FINANCIAL GROUP /UT 110.01%0.01%0.01%Q2 2023Q2 20231
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Ruggie Capital Group 110.45%0.45%0.45%Q3 2019Q3 20191
Executive Wealth Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Kathmere Capital Management, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Stonehearth Capital Management, LLC 110.14%0.14%0.14%Q1 2022Q1 20221
FSB PREMIER WEALTH MANAGEMENT, INC. 110.03%0.03%0.03%Q4 2021Q4 20211
BADGLEY PHELPS & BELL INC 110.03%0.03%0.03%Q4 2019Q4 20191
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Laurel Wealth Advisors, Inc. 110.21%0.21%0.21%Q4 2019Q4 20191
Permit Capital Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
First Capital Advisors Group, LLC. 110.00%0.00%0.00%Q2 2023Q2 20231
Sea Otter Advisors LLC 110.17%0.17%0.17%Q1 2023Q1 20231
Vestmark Advisory Solutions, Inc. 110.09%0.09%0.09%Q2 2021Q2 20211
FIRST INTERSTATE BANK 110.23%0.23%0.23%Q2 2019Q2 20191
Municipal Employees' Retirement System of Michigan 115.14%5.14%5.14%Q1 2020Q1 20201
Interchange Capital Partners, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Clear Creek Financial Management, LLC 110.45%0.45%0.45%Q4 2022Q4 20221
Financial Management Professionals, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
WFA of San Diego, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Richwood Investment Advisors, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
SevenBridge Financial Group, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Foster Victor Wealth Advisors, LLC 110.09%0.09%0.09%Q4 2019Q4 20191
FNY Investment Advisers, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Retirement Planning Co of New England, Inc. 110.08%0.08%0.08%Q4 2021Q4 20211
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
MIRABELLA FINANCIAL SERVICES LLP 110.57%0.57%0.57%Q1 2022Q1 20221
SYMONS CAPITAL MANAGEMENT INC 110.13%0.13%0.13%Q1 2020Q1 20201
InterOcean Capital Group, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Fiduciary Alliance LLC 110.00%0.00%0.00%Q2 2023Q2 20231
CWA Asset Management Group, LLC 110.06%0.06%0.06%Q1 2020Q1 20201
Towerpoint Wealth, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Keel Point, LLC 110.04%0.04%0.04%Q2 2020Q2 20201
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q4 2022Q4 20221
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
Julex Capital Management, LLC 110.12%0.12%0.12%Q2 2019Q2 20191
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
BANK OF THE WEST 110.03%0.03%0.03%Q3 2019Q3 20191
AMERICAN NATIONAL BANK 110.00%0.00%0.00%Q3 2022Q3 20221
SeaTown Holdings Pte. Ltd. 113.17%3.17%3.17%Q2 2020Q2 20201
Financial Sense Advisors, Inc. 110.17%0.17%0.17%Q2 2019Q2 20191
Stratos Investment Management, LLC 110.06%0.06%0.06%Q3 2021Q3 20211
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.01%0.01%0.01%Q3 2023Q3 20231
Athanor Capital, LP 110.98%0.98%0.98%Q1 2020Q1 20201
SWMG, LLC 110.23%0.23%0.23%Q3 2022Q3 20221
White Lighthouse Investment Management Inc. 110.05%0.05%0.05%Q3 2023Q3 20231
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Holloway Wealth Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Cambria Investment Management, L.P. 111.10%1.10%1.10%Q2 2019Q2 20191
Fusion Capital, LLC 110.18%0.18%0.18%Q4 2019Q4 20191
San Luis Wealth Advisors LLC 110.09%0.09%0.09%Q1 2022Q1 20221
Fondren Management LP 111.81%1.81%1.81%Q1 2020Q1 20201
Bellecapital International Ltd. 110.13%0.13%0.13%Q2 2019Q2 20191
WELLINGTON MANAGEMENT GROUP LLP 110.00%0.00%0.00%Q2 2019Q2 20191
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
S.A. Mason LLC 110.01%0.01%0.01%Q4 2019Q4 20191
UBS OCONNOR LLC 110.01%0.01%0.01%Q2 2019Q2 20191
SHINE INVESTMENT ADVISORY SERVICES INC 110.00%0.00%0.00%Q3 2019Q3 20191
Fragasso Group Inc. 110.04%0.04%0.04%Q4 2023Q4 20231
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 110.66%0.66%0.66%Q3 2023Q3 20231
Carlsbad Wealth Advisory Group, Inc. 110.24%0.24%0.24%Q2 2023Q2 20231
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
American Institute for Advanced Investment Management, LLP 110.28%0.28%0.28%Q4 2019Q4 20191
Doyle Wealth Management 110.01%0.01%0.01%Q2 2019Q2 20191
Samalin Investment Counsel, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Bell Rock Capital LLC 110.03%0.03%0.03%Q3 2019Q3 20191
Mach-1 Financial Group, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
tru Independence LLC 110.00%0.00%0.00%Q4 2019Q4 20191
TILIA FIDUCIARY PARTNERS, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
DFPG INVESTMENTS, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
USCA RIA LLC 110.05%0.05%0.05%Q2 2019Q2 20191
Cribstone Capital Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
BLUE SQUARE ASSET MANAGEMENT, LLC 110.36%0.36%0.36%Q1 2020Q1 20201
Allred Capital Management, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Hedeker Wealth, LLC 111.19%1.19%1.19%Q2 2019Q2 20191
WIN ADVISORS, INC 110.98%0.98%0.98%Q1 2022Q1 20221
Garrett Wealth Advisory Group, LLC 110.04%0.04%0.04%Q3 2019Q3 20191
Outlook Wealth Advisors, LLC 110.19%0.19%0.19%Q1 2020Q1 20201
MONROE BANK & TRUST/MI 112.03%2.03%2.03%Q2 2019Q2 20191
Sowa Financial Group, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
ST GERMAIN D J CO INC 110.00%0.00%0.00%Q4 2023Q4 20231
StrategIQ Financial Group, LLC 110.24%0.24%0.24%Q2 2019Q2 20191
SCHRODERS IS Ltd 1124.25%24.25%24.25%Q1 2022Q1 20221
DAVENPORT & Co LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Evolution Advisers, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
VALLEY WEALTH MANAGERS, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
IMC-Chicago, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Perkins Coie Trust Co 110.06%0.06%0.06%Q2 2020Q2 20201
JEPPSON WEALTH MANAGEMENT, LLC 110.05%0.05%0.05%Q3 2020Q3 20201
Barrett Asset Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Warberg Asset Management LLC 110.19%0.19%0.19%Q3 2022Q3 20221
WJ Interests, LLC 110.22%0.22%0.22%Q2 2022Q2 20221
Mine & Arao Wealth Creation & Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
Value Monitoring, Inc. 1116.71%16.71%16.71%Q3 2019Q3 20191
Intrinsic Edge Capital Management LLC 110.90%0.90%0.90%Q4 2022Q4 20221
ALLSTATE INVESTMENT MANAGEMENT CO 110.58%0.58%0.58%Q4 2022Q4 20221
New England Investment & Retirement Group, Inc. 110.01%0.01%0.01%Q1 2020Q1 20201
BANK HAPOALIM BM 110.03%0.03%0.03%Q2 2021Q2 20211
ROPES WEALTH ADVISORS LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
LEVEL FOUR ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Summit X, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
ICON ADVISERS INC/CO 110.06%0.06%0.06%Q2 2023Q2 20231
TORTOISE CAPITAL ADVISORS, L.L.C. 110.09%0.09%0.09%Q2 2019Q2 20191
BARINGS LLC 110.32%0.32%0.32%Q4 2022Q4 20221
CARL STUART INVESTMENT ADVISOR, INC 110.03%0.03%0.03%Q1 2022Q1 20221
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
GoalVest Advisory LLC 110.00%0.00%0.00%Q4 2020Q4 20201
IPG Investment Advisors LLC 110.07%0.07%0.07%Q3 2021Q3 20211
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC 114.83%4.83%4.83%Q3 2019Q3 20191
LEUTHOLD GROUP, LLC 110.57%0.57%0.57%Q3 2020Q3 20201
Kistler-Tiffany Companies, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
VANGUARD GROUP INC 110.00%0.00%0.00%Q3 2023Q3 20231
TIEMANN INVESTMENT ADVISORS, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
Prosperity Consulting Group, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Permian Investment Partners, LP 110.49%0.49%0.49%Q1 2022Q1 20221
Maven Securities LTD 110.01%0.01%0.01%Q3 2023Q3 20231
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
GUARDIAN LIFE INSURANCE CO OF AMERICA 110.21%0.21%0.21%Q2 2019Q2 20191
Adams Wealth Management 110.48%0.48%0.48%Q3 2022Q3 20221
Virtu Financial LLC 110.02%0.02%0.02%Q2 2019Q2 20191
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Latitude Advisors, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Aft, Forsyth & Sober, LLC 110.19%0.19%0.19%Q4 2019Q4 20191
CTC Capital Management, LLC 1116.73%16.73%16.73%Q2 2022Q2 20221
Invesco Ltd. 110.00%0.00%0.00%Q2 2019Q2 20191
Andrew Hill Investment Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
EWG Elevate Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
FIRST UNITED BANK & TRUST 110.15%0.15%0.15%Q4 2019Q4 20191
Bluefin Trading, LLC 110.23%0.23%0.23%Q3 2019Q3 20191
Rinkey Investments 110.06%0.06%0.06%Q4 2021Q4 20211
T. Rowe Price Investment Management, Inc. 110.01%0.01%0.01%Q3 2022Q3 20221
SHEETS SMITH WEALTH MANAGEMENT 110.02%0.02%0.02%Q3 2023Q3 20231
Elliott Investment Management L.P. 111.88%1.88%1.88%Q4 2022Q4 20221
StoneX Group Inc. 110.11%0.11%0.11%Q4 2019Q4 20191
HORIZON BANCORP INC /IN/ 110.05%0.05%0.05%Q1 2020Q1 20201
Burns Matteson Capital Management, LLC 110.34%0.34%0.34%Q4 2022Q4 20221
PROVENCE WEALTH MANAGEMENT GROUP 110.04%0.04%0.04%Q3 2023Q3 20231
Centiva Capital, LP 110.05%0.05%0.05%Q3 2022Q3 20221
CABANA LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Greenland Capital Management LP 110.48%0.48%0.48%Q4 2022Q4 20221
Indiana Trust & Investment Management CO 110.00%0.00%0.00%Q3 2023Q3 20231
Aristides Capital LLC 110.32%0.32%0.32%Q4 2019Q4 20191
Key Bridge Compliance, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
TCWP LLC 110.10%0.10%0.10%Q4 2022Q4 20221
Cerity Partners LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Koss-Olinger Consulting, LLC 116.06%6.06%6.06%Q1 2021Q1 20211
Blackstone Inc. 110.09%0.09%0.09%Q3 2022Q3 20221
OTA Financial Group L.P. 112.91%2.91%2.91%Q2 2020Q2 20201
THOMPSON SIEGEL & WALMSLEY LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Iron Horse Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 110.02%0.02%0.02%Q1 2020Q1 20201
CYPRESS FINANCIAL PLANNING LLC 110.14%0.14%0.14%Q2 2022Q2 20221
FREEDOM WEALTH ALLIANCE, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Carolina Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Trilantic Capital Management L.P. 110.98%0.98%0.98%Q1 2022Q1 20221
Capula Management Ltd 113.36%3.36%3.36%Q2 2019Q2 20191
Alpine Global Management, LLC 110.19%0.19%0.19%Q2 2023Q2 20231
OLD SECOND NATIONAL BANK OF AURORA 110.01%0.01%0.01%Q2 2019Q2 20191
MCDONALD PARTNERS LLC 110.02%0.02%0.02%Q4 2021Q4 20211
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2021Q1 20211
SIENA CAPITAL LLC 110.00%0.00%0.00%Q1 2022Q1 20221
FIDUCIARY TRUST CO 110.04%0.04%0.04%Q4 2022Q4 20221
Bison Wealth, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
HBC Financial Services, PLLC 110.03%0.03%0.03%Q2 2022Q2 20221
Clarus Wealth Advisors 110.00%0.00%0.00%Q2 2019Q2 20191
Fieldpoint Private Securities, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Bryn Mawr Capital Management, LLC 110.27%0.27%0.27%Q4 2022Q4 20221
Miracle Mile Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
KCS Wealth Advisory 110.00%0.00%0.00%Q3 2019Q3 20191
Sandy Spring Bank 110.00%0.00%0.00%Q4 2019Q4 20191
Pinnacle Wealth Advisors 110.01%0.01%0.01%Q2 2021Q2 20211
Peterson Wealth Advisors, LLC 110.56%0.56%0.56%Q1 2022Q1 20221
Bramshill Investments, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Balentine LLC 110.00%0.00%0.00%Q2 2023Q2 20231
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
CENTRAL TRUST Co 110.00%0.00%0.00%Q2 2019Q2 20191
Lebenthal Global Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Planned Solutions, Inc. 110.02%0.02%0.02%Q3 2020Q3 20201
Paragon Capital Management Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
Kensington Asset Management, LLC 117.40%7.40%7.40%Q2 2023Q2 20231
Anchorage Capital Group, L.L.C. 117.93%7.93%7.93%Q2 2019Q2 20191
FWL INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Dixon Hughes Goodman Wealth Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
MYDA Advisors LLC 111.17%1.17%1.17%Q3 2023Q3 20231
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
HOWE & RUSLING INC 110.00%0.00%0.00%Q2 2019Q2 20191
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
BBVA USA Bancshares, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
STEPH & CO 110.01%0.01%0.01%Q3 2023Q3 20231
NATIXIS 110.00%0.00%0.00%Q1 2023Q1 20231
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
External links

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