SPDR SER TR shareholder history

Current and past SPDR SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2110.00%0.00%0.02%Q1 2018Q3 202348
Citadel Advisors 1110.00%0.00%0.02%Q4 2018Q3 202342
CAPTRUST FINANCIAL ADVISORS 25250.00%0.63%3.60%Q3 2017Q3 202325
Private Advisor Group, LLC 24240.00%0.25%0.71%Q4 2017Q3 202325
Cambridge Investment Research Advisors, Inc. 24240.00%0.24%0.84%Q4 2017Q3 202324
ROYAL BANK OF CANADA 24240.03%0.08%0.14%Q4 2017Q3 202324
Raymond James Financial Services Advisors, Inc. 24240.01%0.13%0.29%Q4 2017Q3 202324
PNC FINANCIAL SERVICES GROUP, INC. 24240.00%0.00%0.00%Q4 2017Q3 202324
STIFEL FINANCIAL CORP 24240.01%0.15%0.77%Q4 2017Q3 202324
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 24240.20%1.02%4.98%Q4 2017Q3 202324
UNITED CAPITAL FINANCIAL ADVISORS, LLC 24240.01%0.27%1.73%Q4 2017Q3 202324
Sicart Associates LLC 24240.13%0.41%1.43%Q4 2017Q3 202324
MORGAN STANLEY 24240.03%0.10%0.17%Q4 2017Q3 202324
Baird Financial Group, Inc. 24240.04%0.12%0.25%Q4 2017Q3 202324
MML INVESTORS SERVICES, LLC 24240.01%0.10%0.39%Q4 2017Q3 202324
AMERIPRISE FINANCIAL INC 24240.01%0.17%0.50%Q4 2017Q3 202324
HighTower Advisors, LLC 24240.00%0.08%0.23%Q4 2017Q3 202324
RAYMOND JAMES & ASSOCIATES 24240.00%0.03%0.09%Q4 2017Q3 202324
Geneos Wealth Management Inc. 24240.07%0.19%0.44%Q4 2017Q3 202324
Cetera Advisor Networks LLC 24240.01%0.13%0.66%Q4 2017Q3 202324
BEACON FINANCIAL GROUP 24240.16%3.73%25.74%Q4 2017Q3 202324
Waverly Advisors, LLC 24240.02%0.04%0.09%Q4 2017Q3 202324
SEI INVESTMENTS CO 24240.06%0.26%0.52%Q4 2017Q3 202324
GOLDMAN SACHS GROUP INC 24240.00%0.01%0.14%Q4 2017Q3 202324
CITIGROUP INC 24240.00%0.02%0.06%Q4 2017Q3 202324
1834 INVESTMENT ADVISORS CO 24240.07%0.14%0.21%Q4 2017Q3 202324
ASSETMARK, INC 24240.01%1.28%4.08%Q4 2017Q3 202324
ENVESTNET ASSET MANAGEMENT INC 24240.01%0.23%1.06%Q4 2017Q3 202324
SCOTIA CAPITAL INC. 24240.01%0.10%0.23%Q4 2017Q3 202324
Eagle Ridge Investment Management 24240.05%0.10%0.25%Q4 2017Q3 202324
UBS Group AG 24240.03%0.11%0.30%Q4 2017Q3 202324
IFP Advisors, Inc 1710.00%0.30%1.40%Q1 2016Q3 202324
WELLS FARGO & COMPANY/MN 24240.01%0.05%0.15%Q4 2017Q3 202324
Steward Partners Investment Advisory, LLC 24240.00%0.16%0.54%Q4 2017Q3 202324
LPL Financial LLC 24240.01%0.17%0.55%Q4 2017Q3 202324
US BANCORP \DE\ 24240.00%0.00%0.02%Q4 2017Q3 202324
BANK OF AMERICA CORP /DE/ 24240.01%0.33%0.82%Q4 2017Q3 202324
Renaissance Technologies 13100.00%0.02%0.09%Q4 2017Q3 202323
DIVIDEND ASSETS CAPITAL, LLC 23230.04%0.11%0.20%Q1 2018Q3 202323
CWM, LLC 1580.00%0.19%1.17%Q4 2017Q3 202323
DEUTSCHE BANK AG\ 23230.00%0.00%0.00%Q1 2018Q3 202323
COMMONWEALTH EQUITY SERVICES, LLC 23230.00%0.03%0.15%Q1 2018Q3 202323
JANE STREET GROUP, LLC 1940.00%0.03%0.29%Q4 2017Q3 202323
BANK OF MONTREAL /CAN/ 2120.00%0.03%0.17%Q4 2017Q3 202323
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2210.00%0.02%0.06%Q4 2017Q3 202323
OPPENHEIMER & CO INC 23230.01%0.07%0.18%Q1 2018Q3 202323
WOLVERINE TRADING, LLC 710.00%0.01%0.05%Q3 2018Q1 202323
NewEdge Advisors, LLC 23230.02%0.19%0.57%Q1 2018Q3 202323
McNamara Financial Services, Inc. 22222.42%3.43%5.01%Q2 2018Q3 202322
Jacobi Capital Management LLC 1750.00%3.70%9.05%Q4 2017Q3 202322
Arete Wealth Advisors, LLC 1930.12%1.19%10.40%Q1 2018Q3 202322
Trilogy Capital Inc. 22220.01%1.71%6.36%Q2 2018Q3 202322
OPPENHEIMER ASSET MANAGEMENT INC. 22220.04%1.85%2.52%Q2 2018Q3 202322
Van Hulzen Asset Management, LLC 1660.04%1.15%3.19%Q1 2018Q3 202322
BlackRock Inc. 2020.00%0.00%0.00%Q1 2018Q3 202322
JNBA Financial Advisors 2020.02%1.31%11.05%Q1 2018Q3 202322
SIGNET FINANCIAL MANAGEMENT, LLC 1930.04%0.83%3.51%Q1 2018Q3 202322
Global Retirement Partners, LLC 1570.02%0.44%2.56%Q1 2018Q3 202322
AdvisorNet Financial, Inc 2010.00%0.12%0.85%Q4 2017Q3 202322
Polaris Wealth Advisory Group, LLC 1210.01%0.55%2.15%Q4 2017Q3 202322
JPMORGAN CHASE & CO 1570.00%0.00%0.02%Q1 2018Q3 202322
SMITH, MOORE & CO. 1840.07%0.65%1.37%Q4 2017Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.27%4.55%Q3 2018Q3 202321
BAILARD, INC. 1470.04%0.98%5.70%Q2 2018Q3 202321
Banco Santander, S.A. 1560.04%0.31%0.67%Q2 2018Q3 202321
BNP PARIBAS FINANCIAL MARKETS 1430.00%0.01%0.03%Q4 2017Q3 202321
FMR LLC 21210.00%0.00%0.01%Q3 2018Q3 202321
ATWOOD & PALMER INC 21210.00%0.01%0.01%Q3 2018Q3 202321
Belpointe Asset Management LLC 21210.06%0.67%1.91%Q3 2018Q3 202321
STATE STREET CORP 11100.00%0.00%0.01%Q4 2017Q2 202321
Capital Investment Advisory Services, LLC 21210.07%4.45%14.10%Q3 2018Q3 202321
WINTRUST INVESTMENTS LLC 1220.04%0.13%0.24%Q4 2017Q3 202321
HSBC HOLDINGS PLC 17170.00%0.05%0.10%Q3 2019Q3 202321
Jordan Park Group LLC 1470.02%2.49%18.73%Q2 2018Q3 202321
DAVENPORT & Co LLC 20200.01%0.03%0.06%Q4 2018Q3 202320
Creative Planning 20200.00%0.04%0.12%Q4 2018Q3 202320
Patriot Financial Group Insurance Agency, LLC 1910.00%0.05%0.12%Q1 2018Q3 202320
Thomas J. Herzfeld Advisors, Inc. 20200.36%0.47%1.26%Q4 2018Q3 202320
Winch Advisory Services, LLC 20200.01%8.20%14.03%Q4 2018Q3 202320
Brookstone Capital Management 1510.01%0.69%2.34%Q2 2018Q3 202320
CIBC WORLD MARKET INC. 1220.00%0.03%0.17%Q1 2018Q3 202320
Financial Gravity Asset Management, Inc. 1230.00%2.06%9.64%Q1 2018Q3 202320
Titan Capital Management, LLC /TX 20209.60%18.65%26.97%Q4 2018Q3 202320
ZACKS INVESTMENT MANAGEMENT 20200.01%0.06%0.31%Q4 2018Q3 202320
American Portfolios Advisors 20200.01%0.07%0.22%Q4 2017Q3 202220
Darwin Wealth Management, LLC 20200.06%1.05%3.56%Q4 2018Q3 202320
Atria Investments, Inc 20200.01%0.46%3.80%Q4 2018Q3 202320
United Asset Strategies, Inc. 1640.08%1.05%4.72%Q3 2018Q3 202320
VisionPoint Advisory Group, LLC 20200.12%9.28%41.42%Q4 2018Q3 202320
Strategic Wealth Partners, Ltd. 20200.01%1.10%3.36%Q2 2018Q1 202320
BENJAMIN F. EDWARDS & COMPANY, INC. 850.00%0.07%0.46%Q2 2018Q3 202320
Wealthspire Advisors, LLC 20200.07%0.33%0.83%Q4 2018Q3 202320
BLAIR WILLIAM & CO/IL 20200.00%0.00%0.00%Q4 2018Q3 202320
First Horizon Advisors, Inc. 1190.00%0.03%0.12%Q2 2018Q3 202320
Hilltop Holdings Inc. 1190.03%0.51%1.91%Q3 2018Q3 202320
RAYMOND JAMES TRUST N.A. 20200.01%0.02%0.03%Q4 2018Q3 202320
Peak Asset Management, LLC 20200.84%2.28%5.30%Q4 2018Q3 202320
UBP Investment Advisors SA 1720.44%3.87%5.79%Q4 2017Q3 202219
GREAT VALLEY ADVISOR GROUP, INC. 19190.03%0.12%0.45%Q1 2019Q3 202319
Moloney Securities Asset Management, LLC 19190.19%0.41%1.95%Q4 2018Q2 202319
Aveo Capital Partners, LLC 1810.20%1.48%9.56%Q4 2018Q3 202319
CreativeOne Wealth, LLC 19190.07%0.22%0.41%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.00%0.32%1.50%Q1 2019Q3 202319
Penobscot Investment Management Company, Inc. 19190.09%0.19%0.38%Q2 2018Q4 202219
ALETHEA CAPITAL MANAGEMENT, LLC 19190.98%16.36%47.95%Q4 2018Q2 202319
Csenge Advisory Group 1010.05%0.44%1.13%Q4 2017Q3 202319
Perigon Wealth Management, LLC 1810.01%0.06%0.17%Q3 2011Q3 202319
Financial Management Professionals, Inc. 1180.00%0.68%4.65%Q1 2018Q3 202319
Jackson Wealth Management, LLC 19190.04%5.99%17.92%Q4 2018Q2 202319
Main Management LLC 1510.15%1.92%5.49%Q4 2017Q3 202319
Lido Advisors, LLC 19190.01%0.10%0.46%Q1 2019Q3 202319
Elm Partners Management LLC 1630.81%10.02%28.23%Q4 2018Q3 202319
Baystate Wealth Management LLC 19190.02%0.85%3.28%Q1 2019Q3 202319
Cetera Advisors LLC 19190.01%0.21%0.58%Q1 2019Q3 202319
IndexIQ Advisors LLC 18180.36%2.17%5.21%Q4 2017Q1 202218
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1610.07%1.20%6.89%Q2 2018Q3 202318
Hudock, Inc. 18180.00%1.72%6.05%Q2 2018Q3 202218
SPROTT INC. 18180.12%1.78%12.67%Q2 2019Q3 202318
Avior Wealth Management, LLC 18180.00%0.02%0.06%Q2 2019Q3 202318
Gradient Investments LLC 18180.00%0.81%9.52%Q2 2019Q3 202318
TOWNSQUARE CAPITAL LLC 1350.01%0.23%1.69%Q4 2018Q3 202318
BRASADA CAPITAL MANAGEMENT, LP 1170.12%7.14%11.38%Q1 2018Q3 202318
St. James Investment Company, LLC 1353.24%9.50%20.69%Q3 2018Q3 202318
MARSHFIELD ASSOCIATES 18180.04%0.10%0.18%Q2 2019Q3 202318
Intellectus Partners, LLC 18180.00%0.43%0.90%Q2 2019Q3 202318
Rockefeller Capital Management L.P. 18180.00%0.06%0.29%Q2 2019Q3 202318
GUARDIAN CAPITAL ADVISORS LP 18180.07%0.15%0.25%Q2 2019Q3 202318
Barber Financial Group, Inc. 18180.16%2.98%24.91%Q4 2018Q1 202318
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 18180.15%0.46%0.93%Q4 2018Q1 202318
FIFTH THIRD BANCORP 18180.00%0.00%0.00%Q2 2019Q3 202318
OneDigital Investment Advisors LLC 730.01%0.06%0.23%Q4 2017Q3 202317
Betterment LLC 1160.00%0.00%0.01%Q1 2018Q3 202317
SFMG, LLC 1430.04%0.37%4.13%Q4 2017Q1 202217
AE Wealth Management LLC 1610.01%0.83%4.10%Q1 2019Q3 202317
Pathway Financial Advisors LLC 980.34%2.77%7.74%Q1 2019Q3 202317
SVB WEALTH LLC 17170.03%2.85%18.63%Q3 2019Q3 202317
RIVERSEDGE ADVISORS, LLC 17170.11%0.33%1.18%Q2 2019Q2 202317
Wealthcare Advisory Partners LLC 17170.02%0.29%1.58%Q3 2019Q3 202317
CX Institutional 1430.01%0.25%0.79%Q4 2018Q3 202317
Acorns Advisers, LLC 17170.54%0.81%1.48%Q3 2019Q3 202317
MILLENNIUM MANAGEMENT LLC 1110.00%0.01%0.04%Q2 2018Q3 202317
Patten Group, Inc. 1520.06%0.14%0.28%Q2 2019Q3 202317
PRIVATE TRUST CO NA 17170.04%0.22%0.50%Q3 2019Q3 202317
Carlton Hofferkamp & Jenks Wealth Management, LLC 17170.25%1.13%3.30%Q3 2019Q3 202317
Stratos Wealth Partners, LTD. 1510.00%0.21%1.92%Q1 2018Q3 202317
SHEPHERD KAPLAN KROCHUK, LLC 1610.18%0.34%0.92%Q1 2018Q2 202217
Sowell Financial Services LLC 1020.03%0.27%0.67%Q4 2018Q3 202317
Janney Capital Management LLC 17170.01%0.03%0.08%Q3 2019Q3 202317
Clean Yield Group 1070.00%0.02%0.04%Q2 2019Q3 202317
SIGNATUREFD, LLC 1020.00%0.00%0.01%Q4 2018Q3 202317
LEVEL FOUR ADVISORY SERVICES, LLC 16160.03%0.08%0.19%Q4 2019Q3 202316
GOFEN & GLOSSBERG LLC /IL/ 16160.01%0.03%0.07%Q1 2019Q4 202216
Marks Group Wealth Management, Inc 16160.04%0.16%0.38%Q4 2019Q3 202316
WEDBUSH SECURITIES INC 16160.03%2.35%10.79%Q4 2019Q3 202316
GeoWealth Management, LLC 1150.01%5.94%20.89%Q2 2019Q3 202316
Good Life Advisors, LLC 970.07%0.36%1.07%Q2 2019Q3 202316
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.26%1.10%2.80%Q4 2019Q3 202316
Roundview Capital LLC 16160.08%0.74%0.99%Q4 2019Q3 202316
Bartlett & Co. LLC 810.00%0.00%0.00%Q1 2018Q4 202316
TWO SIGMA SECURITIES, LLC 820.01%0.07%0.19%Q1 2018Q3 202316
Janney Montgomery Scott LLC 1510.00%0.02%0.04%Q2 2018Q3 202316
CERTUITY, LLC 16160.28%0.64%2.04%Q4 2019Q3 202316
RMB Capital Management, LLC 920.01%0.03%0.10%Q2 2018Q3 202316
TRUIST FINANCIAL CORP 16160.02%0.32%0.90%Q4 2019Q3 202316
Financial Advocates Investment Management 16160.06%0.20%0.54%Q4 2019Q3 202316
Proficio Capital Partners LLC 1510.13%1.52%8.03%Q3 2019Q3 202316
FOUNDERS FINANCIAL SECURITIES LLC 820.16%7.23%48.69%Q2 2018Q3 202316
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 16160.00%0.15%0.43%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.16%0.98%4.04%Q4 2019Q3 202316
INSIGHT 2811, INC. 16160.88%4.47%12.45%Q4 2019Q3 202316
Raub Brock Capital Management LP 910.09%0.37%0.95%Q2 2019Q3 202316
COLONY GROUP LLC 15150.02%0.11%0.34%Q1 2020Q3 202315
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 15150.06%0.25%1.03%Q1 2020Q3 202315
BANK OF NOVA SCOTIA 1010.00%0.03%0.14%Q3 2018Q3 202315
Cypress Capital, LLC 910.09%12.90%23.29%Q4 2018Q3 202315
KING LUTHER CAPITAL MANAGEMENT CORP 15150.00%0.00%0.01%Q1 2020Q3 202315
Smithfield Trust Co 15150.07%0.23%0.63%Q1 2020Q3 202315
Almanack Investment Partners, LLC. 1320.02%1.27%6.66%Q2 2018Q1 202315
FLAGSHIP HARBOR ADVISORS, LLC 640.00%0.18%1.26%Q2 2018Q3 202315
Empirical Finance, LLC 1050.04%1.02%3.48%Q1 2018Q3 202315
Bank of New York Mellon Corp 870.00%0.00%0.01%Q1 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.03%0.33%1.02%Q1 2020Q3 202315
Tower Research Capital LLC (TRC) 1010.00%0.01%0.07%Q2 2018Q2 202315
Princeton Global Asset Management LLC 15150.00%0.00%0.02%Q1 2019Q3 202215
Howard Capital Management Inc. 15150.03%5.41%32.77%Q1 2020Q3 202315
Boston Standard Wealth Management, LLC 1050.17%0.57%2.40%Q4 2019Q4 202315
Capital Asset Advisory Services LLC 1140.01%0.33%2.49%Q4 2019Q3 202315
J. W. Coons Advisors, LLC 15150.73%1.25%3.05%Q1 2020Q3 202315
DONALDSON CAPITAL MANAGEMENT, LLC 15150.03%0.05%0.15%Q1 2020Q3 202315
Kingsview Wealth Management, LLC 1050.01%0.11%0.44%Q1 2019Q3 202315
HAP Trading, LLC 770.00%0.01%0.04%Q1 2021Q3 202215
Foundations Investment Advisors, LLC 15150.01%1.00%4.88%Q1 2020Q3 202315
Capital Wealth Planning, LLC 1010.02%1.14%6.00%Q2 2019Q3 202315
Cassaday & Co Inc. 1410.04%0.60%1.37%Q4 2014Q4 202115
ALTFEST L J & CO INC 15150.05%1.84%7.90%Q1 2020Q3 202315
Deane Retirement Strategies, Inc. 1140.00%5.95%15.64%Q1 2018Q3 202315
Acropolis Investment Management, LLC 15150.01%0.06%0.22%Q2 2019Q4 202215
VISTA INVESTMENT MANAGEMENT 870.31%1.36%1.96%Q3 2018Q3 202315
Elmwood Wealth Management, Inc. 820.11%1.25%2.29%Q2 2019Q3 202315
COMERICA BANK 1210.00%0.01%0.08%Q4 2018Q3 202315
Arkfeld Wealth Strategies, L.L.C. 15150.30%0.95%1.69%Q1 2020Q3 202315
Avion Wealth 15150.00%0.00%0.01%Q1 2020Q3 202315
Hummer Financial Advisory Services Inc 1320.39%0.76%1.60%Q4 2019Q3 202315
Advisory Services Network, LLC 710.00%0.66%1.75%Q2 2019Q3 202315
CREATIVE FINANCIAL DESIGNS INC /ADV 1220.00%0.00%0.01%Q1 2017Q3 202314
Trek Financial, LLC 1130.29%5.32%11.66%Q1 2020Q3 202314
EATON VANCE MANAGEMENT 1220.00%0.01%0.02%Q1 2019Q3 202214
Strategic Investment Advisors / MI 14140.05%0.16%0.95%Q2 2020Q3 202314
STERLING INVESTMENT MANAGEMENT, LLC 950.21%6.99%19.38%Q1 2018Q3 202314
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 14140.03%0.17%0.36%Q1 2019Q2 202214
Westside Investment Management, Inc. 14140.00%0.01%0.10%Q2 2020Q3 202314
Clear Harbor Asset Management, LLC 14140.03%0.52%1.45%Q4 2019Q1 202314
First National Bank of South Miami 14140.17%0.62%1.05%Q1 2020Q2 202314
Mirae Asset Global Investments Co., Ltd. 720.01%0.04%0.12%Q4 2017Q1 202314
PICTET ASSET MANAGEMENT LTD 14140.00%0.02%0.06%Q1 2018Q2 202114
55I, LLC 14140.03%2.69%11.58%Q4 2018Q1 202214
Sigma Planning Corp 860.02%0.12%0.38%Q4 2018Q3 202314
KWMG, LLC 14140.05%1.03%1.65%Q4 2017Q1 202114
WEALTHSOURCE PARTNERS, LLC 950.03%0.16%0.41%Q2 2018Q3 202314
Delta Investment Management, LLC 1130.13%5.70%23.32%Q2 2019Q3 202314
NICOLET ADVISORY SERVICES, LLC 1040.03%0.10%0.19%Q2 2019Q4 202214
Beacon Pointe Advisors, LLC 14140.02%0.13%0.32%Q2 2020Q3 202314
Q3 Asset Management 610.10%8.49%33.48%Q1 2018Q3 202314
Carroll Financial Associates, Inc. 14140.00%0.01%0.03%Q3 2018Q4 202114
HBW ADVISORY SERVICES LLC 1310.00%0.39%1.03%Q1 2020Q3 202314
Larson Financial Group LLC 14140.00%0.02%0.05%Q2 2020Q3 202314
Strategic Blueprint, LLC 810.01%0.29%0.97%Q3 2019Q3 202314
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 810.01%0.51%2.12%Q4 2018Q3 202314
Sunbelt Securities, Inc. 1310.02%0.10%0.16%Q1 2020Q3 202314
Aurora Investment Managers, LLC. 1210.16%5.06%21.19%Q1 2020Q2 202313
LEUTHOLD GROUP, LLC 1120.16%0.54%1.16%Q4 2017Q3 202313
TORONTO DOMINION BANK 730.00%0.00%0.01%Q3 2018Q3 202313
Simplicity Solutions, LLC 710.01%0.34%0.72%Q4 2019Q3 202313
Hexagon Capital Partners LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
GFI Investment Counsel Ltd. 13130.06%0.34%1.16%Q3 2020Q3 202313
Cedar Brook Financial Partners, LLC 810.06%0.24%0.47%Q4 2018Q3 202313
FLOW TRADERS U.S. LLC 610.08%1.19%4.53%Q3 2018Q2 202313
Snowden Capital Advisors LLC 820.00%0.02%0.05%Q2 2019Q3 202313
Cetera Investment Advisers 1210.04%0.33%1.01%Q1 2018Q3 202313
Blueprint Investment Partners LLC 1120.18%7.95%29.17%Q4 2019Q3 202313
Mutual Advisors, LLC 1110.02%0.35%1.35%Q3 2018Q3 202313
Traverso Chambers Private Wealth Management, LLC 13130.09%0.56%0.99%Q3 2020Q3 202313
THOMPSON SIEGEL & WALMSLEY LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
Occidental Asset Management, LLC 13130.08%2.51%5.92%Q4 2018Q4 202113
Aspire Private Capital, LLC 1110.00%1.40%3.76%Q1 2019Q3 202313
Kestra Advisory Services, LLC 13130.01%0.14%0.66%Q3 2020Q3 202313
Quadrant Private Wealth Management, LLC 13130.66%1.73%4.16%Q4 2018Q4 202113
HOWARD FINANCIAL SERVICES, LTD. 760.26%0.76%1.56%Q2 2019Q3 202313
Dynamic Advisor Solutions LLC 620.02%0.87%2.48%Q3 2018Q3 202313
Paulson Wealth Management Inc. 940.45%1.65%3.25%Q3 2018Q3 202313
WT Wealth Management 13130.11%0.88%4.63%Q3 2020Q3 202313
Stelac Advisory Services LLC 1030.10%0.26%1.58%Q2 2020Q3 202313
WBI INVESTMENTS, LLC 1010.02%1.72%4.11%Q2 2019Q3 202313
Pinnacle Bancorp, Inc. 940.01%0.02%0.03%Q3 2019Q3 202313
Stratos Wealth Advisors, LLC 760.00%0.07%0.23%Q1 2020Q3 202313
MGO ONE SEVEN LLC 760.08%0.57%1.49%Q2 2019Q3 202313
Anchor Investment Management, LLC 13130.00%0.00%0.00%Q4 2017Q4 202013
Altavista Wealth Management, Inc. 13130.07%1.86%4.59%Q2 2018Q2 202113
Newbridge Financial Services Group, Inc. 13130.00%0.01%0.03%Q3 2020Q3 202313
Bison Wealth, LLC 820.01%0.11%1.03%Q4 2019Q3 202312
Visionary Wealth Advisors 720.04%0.26%0.77%Q2 2020Q3 202312
VALLEY NATIONAL ADVISERS INC 12120.00%0.00%0.01%Q4 2020Q3 202312
MJP ASSOCIATES INC /ADV 12120.06%0.27%0.56%Q4 2020Q3 202312
TriaGen Wealth Management LLC 12120.27%0.57%1.52%Q4 2020Q3 202312
Everhart Financial Group, Inc. 12120.15%0.26%0.42%Q4 2020Q3 202312
Pacifica Partners Inc. 12120.00%0.00%0.00%Q1 2021Q4 202312
Sheaff Brock Investment Advisors, LLC 660.02%0.09%0.13%Q3 2019Q3 202312
Lesa Sroufe & Co 12120.80%2.76%4.71%Q2 2018Q1 202112
Arlington Partners LLC 660.44%8.78%20.61%Q3 2018Q3 202312
Prime Capital Investment Advisors, LLC 410.01%0.16%0.70%Q4 2018Q3 202312
Clarity Financial LLC 12120.24%6.99%23.54%Q4 2020Q3 202312
BOSTON FINANCIAL MANGEMENT LLC 930.03%0.13%0.99%Q4 2019Q3 202312
Horizon Investments, LLC 820.02%12.25%47.04%Q2 2019Q3 202312
Rehmann Capital Advisory Group 720.02%0.05%0.19%Q4 2017Q3 202212
First Allied Advisory Services, Inc. 12120.02%0.17%0.76%Q4 2017Q3 202012
Advocacy Wealth Management Services, LLC 1110.01%0.02%0.04%Q2 2019Q4 202212
Destiny Wealth Partners, LLC 12120.28%0.36%0.61%Q4 2020Q3 202312
NOTTINGHAM ADVISORS, INC. 930.03%1.06%2.66%Q1 2019Q4 202212
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.06%0.51%3.50%Q4 2018Q3 202112
EDMOND DE ROTHSCHILD HOLDING S.A. 1020.00%0.01%0.04%Q4 2018Q2 202312
Invst, LLC 810.83%4.20%13.50%Q1 2018Q3 202312
Argyle Capital Management Inc. 930.07%0.13%0.27%Q2 2019Q3 202212
WEBSTER BANK, N. A. 12120.00%0.01%0.06%Q4 2020Q3 202312
PRUDENTIAL FINANCIAL INC 930.00%0.01%0.03%Q3 2019Q3 202312
True Link Financial Advisors, LLC 12120.20%0.29%0.42%Q4 2020Q3 202312
Cresset Asset Management, LLC 840.01%0.04%0.18%Q2 2020Q3 202312
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 12120.62%1.18%2.03%Q1 2020Q4 202212
Eudaimonia Partners, LLC 660.03%0.91%3.30%Q4 2019Q3 202312
NEXT Financial Group, Inc 12120.09%0.40%1.58%Q1 2019Q4 202112
SYNOVUS FINANCIAL CORP 620.00%0.01%0.02%Q3 2019Q3 202312
US FINANCIAL ADVISORS, LLC 12120.08%1.04%5.42%Q4 2020Q3 202312
HighMark Wealth Management LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Virtu Financial LLC 610.02%0.12%0.46%Q4 2017Q2 202111
CAMBRIDGE TRUST CO 11110.02%0.11%0.29%Q1 2021Q3 202311
WealthOne, LLC 510.15%0.35%0.55%Q4 2018Q1 202311
B. Riley Wealth Advisors, Inc. 710.02%0.38%1.06%Q4 2018Q3 202311
American Investment Services, Inc. 11110.06%0.12%0.27%Q4 2019Q2 202211
Freedom Investment Management, Inc. 11111.55%2.64%4.86%Q1 2021Q3 202311
Squar Milner Financial Services LLC 11110.58%3.68%11.07%Q4 2017Q2 202011
FinTrust Capital Advisors, LLC 650.02%0.08%0.18%Q2 2020Q3 202311
Vontobel Holding Ltd. 11110.00%0.01%0.03%Q1 2021Q3 202311
AGF INVESTMENTS INC. 830.01%0.87%2.20%Q4 2017Q3 202211
IPG Investment Advisors LLC 11110.19%1.26%2.62%Q1 2021Q3 202311
Vestmark Advisory Solutions, Inc. 830.03%0.07%0.10%Q1 2020Q2 202311
Keystone Financial Group 11110.08%0.23%0.56%Q2 2019Q4 202111
Pinnacle Wealth Planning Services, Inc. 11110.08%0.45%0.90%Q2 2018Q4 202011
Teamwork Financial Advisors, LLC 610.05%1.42%6.23%Q2 2020Q3 202311
Astor Investment Management LLC 530.00%5.31%13.75%Q1 2019Q3 202311
Orion Portfolio Solutions, LLC 740.06%0.22%0.54%Q4 2019Q3 202311
FRANKLIN RESOURCES INC 920.00%0.00%0.01%Q4 2018Q2 202311
Crescent Grove Advisors, LLC 11110.06%0.22%0.54%Q1 2021Q3 202311
FIDUCIARY TRUST CO 920.00%0.01%0.04%Q3 2020Q2 202311
Synergy Asset Management, LLC 11110.39%11.97%24.93%Q1 2021Q3 202311
Landsberg, Bennett, & Dubbaneh LLC 11110.05%0.41%3.44%Q1 2019Q3 202111
Piscataqua Savings Bank 11110.02%0.02%0.02%Q1 2021Q3 202311
BLUE SQUARE ASSET MANAGEMENT, LLC 920.16%2.19%10.42%Q3 2019Q3 202311
Asset Dedication, LLC 610.00%0.12%0.69%Q1 2018Q3 202311
MONETA GROUP INVESTMENT ADVISORS LLC 1010.00%0.05%0.22%Q2 2018Q3 202311
RFG Advisory, LLC 510.02%0.24%0.86%Q3 2019Q3 202311
Oxbow Advisors, LLC 11110.05%0.06%0.08%Q2 2018Q4 202011
Clearview Wealth Advisors LLC 11110.04%0.13%0.23%Q4 2020Q2 202311
Integrated Wealth Concepts LLC 740.01%0.13%0.26%Q3 2019Q3 202311
Monument Capital Management 520.28%4.87%22.59%Q4 2018Q3 202311
Spire Wealth Management 11110.03%0.85%1.87%Q1 2021Q3 202311
SADOFF INVESTMENT MANAGEMENT LLC 740.01%0.02%0.02%Q4 2019Q3 202211
CREDIT SUISSE AG/ 710.00%0.10%1.03%Q2 2018Q3 202311
CWA Asset Management Group, LLC 650.04%3.83%12.82%Q4 2019Q3 202311
Hedeker Wealth, LLC 520.26%1.40%3.46%Q4 2018Q3 202311
HARBOR INVESTMENT ADVISORY, LLC 530.00%0.01%0.13%Q4 2019Q3 202311
Concord Wealth Partners 740.00%0.66%2.21%Q4 2020Q3 202311
BREWIN DOLPHIN LTD 11110.02%0.02%0.03%Q4 2017Q2 202011
Weaver Consulting Group 740.00%0.14%0.41%Q1 2019Q3 202311
Willow Creek Wealth Management Inc. 920.21%1.48%2.87%Q1 2018Q3 202311
CEERA INVESTMENTS, LLC 11110.23%1.48%2.85%Q1 2021Q3 202311
Paradigm Financial Partners, LLC 610.05%0.22%0.47%Q1 2020Q1 202310
RDA Financial Network 910.48%2.02%7.60%Q1 2019Q3 202310
CENTAURUS FINANCIAL, INC. 610.01%0.88%2.88%Q2 2018Q3 202310
MACRO Consulting Group 10100.12%2.23%3.63%Q4 2018Q1 202110
Allworth Financial LP 510.00%0.82%4.08%Q2 2018Q3 202310
Fieldpoint Private Securities, LLC 730.00%0.01%0.04%Q2 2019Q2 202210
PagnatoKarp Partners LLC 10100.10%0.58%1.64%Q4 2017Q1 202010
Granite Investment Advisors, LLC 10100.13%0.29%0.52%Q2 2019Q3 202110
Friedenthal Financial 610.19%1.27%4.35%Q2 2018Q3 202310
FARMERS & MERCHANTS INVESTMENTS INC 10100.00%0.00%0.00%Q2 2021Q3 202310
Aptus Capital Advisors, LLC 730.00%0.08%0.50%Q3 2019Q3 202310
MANAGED ACCOUNT SERVICES INC 910.09%0.85%3.82%Q1 2019Q3 202110
Claro Advisors LLC 910.02%0.12%0.23%Q4 2018Q1 202210
HARBOUR INVESTMENTS, INC. 640.00%0.06%0.17%Q1 2021Q3 202310
McGuire Investment Group, LLC 820.76%2.49%3.91%Q3 2019Q3 202310
CIM, LLC 10100.05%0.31%0.86%Q3 2020Q4 202210
ACCURATE INVESTMENT SOLUTIONS, INC. 10100.01%0.15%0.76%Q4 2017Q1 202010
Values First Advisors, Inc. 510.00%0.42%1.22%Q4 2019Q3 202310
AXA S.A. 710.00%0.01%0.02%Q1 2018Q1 202210
Brinker Capital Investments, LLC 910.00%0.24%2.19%Q4 2017Q4 202210
Vigilare Wealth Management 550.15%9.21%26.58%Q2 2020Q4 202310
Equitable Holdings, Inc. 820.02%0.57%1.91%Q1 2020Q3 202310
Stonebridge Capital Advisors LLC 10100.00%0.00%0.00%Q1 2021Q2 202310
Pure Financial Advisors, LLC 810.01%0.13%0.70%Q1 2020Q4 202310
FIRST MANHATTAN CO. LLC. 10100.01%0.01%0.01%Q4 2020Q1 202310
MEITAV INVESTMENT HOUSE LTD 550.01%0.02%0.04%Q1 2021Q3 202310
MBL Wealth, LLC 710.17%5.65%13.32%Q4 2020Q3 202310
G&S Capital LLC 730.36%2.60%8.92%Q4 2018Q3 202310
Cumberland Partners Ltd 610.02%0.32%1.57%Q4 2019Q3 202310
Prospera Financial Services Inc 410.00%0.20%0.44%Q1 2018Q3 202310
PARK AVENUE SECURITIES LLC 910.01%0.10%0.28%Q1 2020Q3 202310
Unison Advisors LLC 640.21%0.83%1.76%Q1 2018Q3 202310
Private Advisory Group LLC 610.06%1.49%2.83%Q4 2017Q3 202310
DUBUQUE BANK & TRUST CO 10100.00%0.48%1.11%Q1 2018Q2 202010
B. Riley Wealth Management, Inc. 810.02%2.07%18.84%Q4 2018Q2 202210
PSI Advisors, LLC 910.01%0.61%3.45%Q4 2019Q3 202310
Parallel Advisors, LLC 610.00%0.01%0.02%Q4 2018Q3 202310
Capital Analysts, LLC 720.00%0.14%0.49%Q1 2021Q3 20239
Financial & Tax Architects, LLC 721.37%11.08%18.62%Q1 2021Q3 20239
Perennial Investment Advisors, LLC 540.11%0.59%2.09%Q4 2019Q3 20239
Spectrum Asset Management, Inc. (NB/CA) 990.48%1.41%2.36%Q1 2018Q1 20209
Veery Capital, LLC 720.10%0.25%0.46%Q4 2020Q3 20239
Oldfather Financial Services, LLC 990.10%0.11%0.13%Q3 2021Q3 20239
INNEALTA CAPITAL, LLC 720.20%7.20%20.80%Q4 2019Q3 20229
SCHARF INVESTMENTS, LLC 540.39%1.85%4.04%Q2 2019Q3 20239
First Ascent Asset Management, LLC 990.05%0.08%0.11%Q3 2021Q3 20239
LADENBURG THALMANN FINANCIAL SERVICES INC. 990.05%0.16%0.38%Q4 2017Q4 20199
Castleview Partners, LLC 810.01%0.55%1.30%Q2 2021Q3 20239
White Lighthouse Investment Management Inc. 990.06%0.16%0.46%Q4 2019Q4 20219
Paragon Advisors, LLC 996.30%14.83%21.73%Q2 2020Q2 20229
Legacy Financial Advisors, Inc. 991.01%1.25%1.80%Q4 2017Q4 20199
Frontier Wealth Management LLC 991.62%9.86%15.03%Q2 2020Q2 20229
Palouse Capital Management, Inc. 632.06%3.95%5.41%Q3 2018Q3 20239
AVANTAX ADVISORY SERVICES, INC. 710.00%0.06%0.18%Q1 2020Q3 20239
WEALTHCARE CAPITAL MANAGEMENT LLC 510.00%0.30%0.92%Q3 2019Q3 20239
PFS INVESTMENTS INC. 610.01%8.98%29.44%Q3 2019Q2 20239
BerganKDV Wealth Management, LLC 610.00%0.00%0.01%Q2 2018Q2 20239
Lionsbridge Wealth Management LLC 720.00%12.66%34.87%Q4 2019Q3 20239
MONEY CONCEPTS CAPITAL CORP 520.00%0.06%0.29%Q4 2020Q3 20239
Virtue Capital Management, LLC 710.00%0.73%1.63%Q1 2018Q3 20239
NWAM LLC 990.03%0.04%0.11%Q3 2021Q3 20239
Savior LLC 990.00%0.12%0.19%Q4 2019Q4 20219
Accel Wealth Management 990.02%0.03%0.05%Q1 2021Q1 20239
Dakota Wealth Management 630.06%2.00%4.55%Q3 2018Q3 20239
Spectrum Planning & Advisory Services Inc. 993.04%6.33%8.22%Q4 2020Q4 20229
McElhenny Sheffield Capital Management, LLC 990.27%2.49%10.66%Q3 2021Q3 20239
Valtinson Bruner Financial Planning LLC 810.35%9.55%37.08%Q4 2018Q3 20229
Advisor Group, Inc. 990.01%0.04%0.29%Q4 2017Q4 20199
Salvus Wealth Management, LLC 540.39%0.71%1.09%Q4 2020Q3 20239
PIERSHALE FINANCIAL GROUP, INC. 6113.65%72.16%97.26%Q1 2018Q2 20239
Forward Management, LLC 6313.98%41.98%70.38%Q1 2019Q3 20229
CALTON & ASSOCIATES, INC. 630.15%0.82%2.05%Q4 2020Q2 20239
FURE FINANCIAL CORP 630.09%5.60%19.98%Q4 2019Q3 20229
Knowledge Leaders Capital, LLC 510.24%2.97%9.94%Q3 2018Q2 20239
Fulcrum Equity Management 540.16%1.74%4.59%Q3 2020Q3 20239
COMERICA SECURITIES,INC. 530.13%0.70%1.90%Q3 2019Q3 20238
National Wealth Management Group, LLC 880.20%1.49%3.07%Q4 2021Q3 20238
KESTRA PRIVATE WEALTH SERVICES, LLC 880.01%0.05%0.10%Q4 2021Q3 20238
MCF Advisors LLC 530.00%0.71%2.40%Q1 2019Q3 20238
SIMPLEX TRADING, LLC 510.00%0.00%0.00%Q4 2019Q1 20238
Clearstead Advisors, LLC 510.00%0.01%0.02%Q2 2020Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.48%1.55%3.44%Q4 2021Q3 20238
Navalign, LLC 880.21%0.39%0.68%Q1 2021Q4 20228
SNS Financial Group, LLC 620.35%1.15%2.24%Q2 2018Q2 20208
BAKER TILLY WEALTH MANAGEMENT, LLC 510.03%0.19%0.41%Q4 2020Q3 20238
Lenox Wealth Management, Inc. 880.00%0.01%0.08%Q3 2018Q2 20208
PATHSTONE FAMILY OFFICE, LLC 620.00%0.03%0.05%Q3 2020Q3 20238
YorkBridge Wealth Partners, LLC 880.12%0.15%0.19%Q4 2017Q3 20198
Mariner, LLC 880.01%0.17%0.34%Q4 2021Q3 20238
SlateStone Wealth, LLC 880.11%0.29%0.71%Q2 2020Q1 20228
EQUITY INVESTMENT CORP 880.01%0.01%0.02%Q1 2018Q4 20198
TOMPKINS FINANCIAL CORP 880.00%0.35%1.10%Q1 2022Q4 20238
Long Run Wealth Advisors, LLC 880.18%0.41%1.04%Q4 2021Q3 20238
Covestor Ltd 880.00%0.57%2.32%Q4 2021Q3 20238
IronBridge Private Wealth, LLC 712.42%15.29%27.10%Q1 2021Q3 20238
SUNTRUST BANKS INC 880.02%0.04%0.04%Q4 2017Q3 20198
Flagship Private Wealth, LLC 620.06%0.52%0.92%Q1 2021Q2 20238
HALBERT HARGROVE GLOBAL ADVISORS, LLC 510.01%7.81%21.74%Q4 2018Q1 20238
Kathleen S. Wright Associates Inc. 880.00%0.02%0.04%Q4 2021Q3 20238
EAGLE ROCK INVESTMENT COMPANY, LLC 881.11%2.84%5.58%Q4 2021Q3 20238
SeaCrest Wealth Management, LLC 620.00%0.03%0.12%Q4 2017Q4 20198
PROVENCE WEALTH MANAGEMENT GROUP 880.32%0.63%0.88%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.02%0.04%Q4 2021Q3 20238
Private Portfolio Partners LLC 510.09%0.89%2.35%Q4 2019Q3 20238
Dorsey & Whitney Trust CO LLC 880.06%0.07%0.08%Q1 2020Q4 20218
RPG Investment Advisory, LLC 880.01%0.03%0.06%Q4 2019Q3 20218
CEDAR CAPITAL, LLC 880.11%1.43%2.28%Q4 2019Q3 20218
GW HENSSLER & ASSOCIATES LTD 880.30%1.03%1.30%Q2 2018Q1 20208
PICTET ASSET MANAGEMENT SA 880.00%0.01%0.01%Q3 2021Q2 20238
Endowment Wealth Management, Inc. 880.41%0.52%0.65%Q4 2021Q3 20238
Frontier Asset Management, LLC 880.15%0.29%0.50%Q4 2021Q3 20238
Arcus Capital Partners, LLC 880.14%0.22%0.31%Q1 2018Q4 20198
Advisory Alpha, LLC 710.02%0.09%0.24%Q1 2021Q3 20238
First International Bank & Trust 882.20%4.22%7.54%Q4 2021Q3 20238
Key FInancial Inc 880.00%0.01%0.03%Q4 2021Q3 20238
Tevis Investment Management 880.02%1.87%3.49%Q4 2021Q3 20238
Wealthfront Advisers LLC 880.00%0.03%0.06%Q4 2021Q3 20238
HUNTINGTON NATIONAL BANK 710.00%0.00%0.00%Q1 2020Q3 20228
HEADINVEST, LLC 410.04%0.16%0.35%Q3 2018Q3 20238
Clarius Group, LLC 530.02%0.27%1.02%Q4 2019Q3 20238
Parkside Financial Bank & Trust 880.00%0.00%0.00%Q1 2021Q4 20228
Total Clarity Wealth Management, Inc. 210.00%0.15%0.77%Q4 2019Q2 20238
CONGRESS ASSET MANAGEMENT CO /MA 880.00%0.00%0.01%Q2 2020Q1 20228
BB&T SECURITIES, LLC 880.01%0.02%0.04%Q4 2017Q3 20198
TLWM 620.17%6.41%21.00%Q4 2019Q3 20238
SCHRODER INVESTMENT MANAGEMENT GROUP 710.02%0.31%0.72%Q1 2021Q3 20238
VIRIDIAN RIA, LLC 881.24%1.62%1.96%Q4 2018Q3 20208
Merit Financial Group, LLC 410.01%0.04%0.06%Q3 2019Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.03%0.08%0.19%Q4 2021Q3 20238
Ascent Group, LLC 880.18%1.90%5.16%Q4 2021Q3 20238
AGF Investments LLC 530.00%3.09%10.68%Q1 2020Q3 20228
Realta Investment Advisors 420.00%0.04%0.08%Q1 2019Q3 20238
Laurel Wealth Advisors, Inc. 880.02%0.14%0.34%Q2 2020Q1 20228
Raleigh Capital Management Inc. 880.69%1.28%2.34%Q4 2021Q3 20238
Community Bank, N.A. 770.00%0.44%0.81%Q4 2018Q2 20207
PIN OAK INVESTMENT ADVISORS INC 430.00%0.00%0.01%Q1 2019Q1 20227
Sage Mountain Advisors LLC 520.00%0.39%1.27%Q3 2021Q3 20237
WIN ADVISORS, INC 770.00%38.29%83.32%Q1 2022Q3 20237
Moors & Cabot, Inc. 770.02%0.02%0.02%Q1 2021Q3 20227
AlphaStar Capital Management, LLC 430.07%0.44%1.40%Q2 2018Q3 20237
Manning & Napier Group, LLC 520.01%0.04%0.06%Q4 2017Q4 20197
NextCapital Advisers, Inc. 770.14%0.49%0.68%Q4 2019Q2 20217
Lloyd Advisory Services, LLC. 410.06%4.34%15.51%Q2 2020Q4 20227
New Harbor Financial Group, LLC 770.12%1.72%4.13%Q4 2020Q2 20227
J.W. COLE ADVISORS, INC. 770.03%0.22%0.63%Q1 2022Q3 20237
LexAurum Advisors, LLC 520.32%0.86%2.37%Q2 2019Q2 20237
Valmark Advisers, Inc. 770.01%0.05%0.08%Q1 2022Q3 20237
MBA Advisors LLC 770.38%0.79%1.02%Q1 2022Q3 20237
Rockbridge Investment Management, LCC 770.05%0.08%0.12%Q2 2020Q4 20217
BOKF, NA 410.00%0.01%0.01%Q1 2020Q2 20237
MEEDER ASSET MANAGEMENT INC 310.00%0.20%0.58%Q4 2019Q3 20237
Optimal Asset Management, Inc. 770.06%0.14%0.22%Q1 2020Q3 20217
Walkner Condon Financial Advisors LLC 770.21%0.32%0.40%Q1 2022Q3 20237
Allianz Asset Management GmbH 510.00%0.02%0.03%Q4 2018Q3 20237
Oxinas Partners Wealth Management LLC 771.26%1.97%2.72%Q1 2022Q3 20237
Independent Wealth Network Inc. 770.61%1.24%1.70%Q1 2022Q3 20237
TCWP LLC 770.15%1.62%2.66%Q4 2021Q2 20237
TILIA FIDUCIARY PARTNERS, INC. 770.00%0.01%0.02%Q4 2021Q2 20237
STEPHENS INC /AR/ 520.02%0.07%0.09%Q2 2018Q3 20237
L. Roy Papp & Associates, LLP 520.04%0.11%0.15%Q2 2019Q3 20237
IHT Wealth Management, LLC 510.01%0.09%0.29%Q1 2018Q3 20237
Trexquant Investment LP 320.01%0.06%0.17%Q2 2020Q3 20237
Worth Asset Management, LLC 771.70%7.90%14.57%Q1 2022Q3 20237
Kopion Asset Management, LLC 430.58%1.54%2.71%Q1 2020Q4 20237
FIFTH THIRD SECURITIES, INC. 610.14%0.38%0.72%Q4 2021Q3 20237
Continuum Advisory, LLC 770.13%0.68%2.07%Q1 2022Q3 20237
BUCKINGHAM STRATEGIC WEALTH, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
tru Independence LLC 410.15%0.51%2.49%Q2 2020Q2 20227
Copperwynd Financial, LLC 771.96%11.17%52.85%Q4 2018Q2 20207
FOCUS Wealth Advisors, LLC 770.21%0.38%0.72%Q4 2020Q2 20227
M&T BANK CORP 310.00%0.01%0.02%Q1 2019Q3 20237
Greenspring Advisors, LLC 770.19%0.51%1.03%Q1 2022Q3 20237
Welch Group, LLC 610.02%0.14%0.27%Q1 2020Q3 20237
UMB Bank, n.a. 770.00%0.01%0.02%Q4 2020Q2 20227
Menard Financial Group LLC 610.47%2.61%6.46%Q1 2020Q2 20237
Defender Capital, LLC. 770.23%0.41%0.69%Q2 2020Q4 20217
Alamar Capital Management, LLC 770.32%0.84%1.46%Q1 2022Q3 20237
BROWN BROTHERS HARRIMAN & CO 520.00%0.00%0.01%Q2 2021Q3 20237
SHUFRO ROSE & CO LLC 430.02%0.46%1.11%Q1 2021Q3 20237
SILVERHAWK ASSET MANAGEMENT, LLC 770.36%0.42%0.57%Q4 2021Q2 20237
Lumature Wealth Partners, LLC 770.00%0.02%0.05%Q4 2020Q2 20227
Accurate Wealth Management, LLC 770.10%1.16%3.43%Q1 2022Q3 20237
Camarda Financial Advisors, LLC 770.00%0.02%0.13%Q4 2017Q2 20197
Kistler-Tiffany Companies, LLC 770.00%0.00%0.00%Q4 2021Q2 20237
Wellesley Investment Partners, LLC 430.17%0.50%0.61%Q4 2018Q3 20207
STALEY CAPITAL ADVISERS INC 770.04%0.11%0.18%Q4 2019Q2 20217
TD ASSET MANAGEMENT INC 770.00%0.01%0.01%Q3 2018Q1 20207
ELM ADVISORS, LLC 770.15%0.77%1.37%Q3 2020Q1 20227
L.M. KOHN & COMPANY 770.57%3.60%5.83%Q1 2022Q3 20237
SILVER OAK SECURITIES, INCORPORATED 770.04%2.32%6.30%Q1 2022Q3 20237
Johnson Midwest Financial, LLC 770.07%0.28%0.60%Q4 2020Q2 20227
Pflug Koory, LLC 770.00%0.00%0.00%Q1 2021Q3 20227
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 610.00%0.17%0.30%Q3 2020Q3 20237
Clear Creek Financial Management, LLC 770.25%6.50%17.68%Q1 2022Q3 20237
Trust Co 770.00%0.01%0.02%Q1 2021Q3 20227
Atria Wealth Solutions, Inc. 770.19%0.49%0.77%Q1 2022Q3 20237
Miracle Mile Advisors, LLC 770.01%0.21%0.54%Q1 2022Q3 20237
CapWealth Advisors, LLC 770.28%0.78%1.34%Q1 2022Q3 20237
TPG Financial Advisors, LLC 778.93%13.27%27.39%Q4 2018Q2 20207
Colonial River Wealth Management, LLC 770.21%0.67%1.81%Q1 2022Q3 20237
SOUTH TEXAS MONEY MANAGEMENT LTD 770.03%0.12%0.16%Q1 2018Q3 20197
Centennial Wealth Advisory LLC 770.60%3.60%6.41%Q1 2022Q3 20237
Lucia Wealth Services, LLC 430.07%0.40%0.84%Q4 2017Q3 20207
Salomon & Ludwin, LLC 520.02%0.12%0.33%Q1 2019Q3 20237
Executive Wealth Management, LLC 420.03%0.42%1.23%Q2 2020Q3 20236
RETIREMENT CAPITAL STRATEGIES 660.27%8.32%17.32%Q2 2022Q3 20236
Global Wealth Management Investment Advisory, Inc. 310.00%0.00%0.01%Q4 2019Q2 20226
Clark Capital Management Group, Inc. 510.01%3.86%7.94%Q4 2018Q1 20236
Private Capital Group, LLC 310.01%0.02%0.08%Q4 2018Q2 20226
SENTRY INVESTMENT MANAGEMENT LLC 410.15%0.78%1.31%Q1 2019Q3 20226
OLD MISSION CAPITAL LLC 410.02%0.08%0.16%Q1 2021Q1 20236
Capital Advisory Group Advisory Services, LLC 660.00%0.06%0.36%Q3 2020Q4 20216
WESCAP Management Group, Inc. 660.39%0.40%0.43%Q2 2022Q3 20236
Kovack Advisors, Inc. 420.06%0.13%0.18%Q4 2019Q3 20236
Miller Investment Management, LP 660.09%0.13%0.18%Q2 2022Q3 20236
OLD DOMINION CAPITAL MANAGEMENT INC 660.06%2.64%6.75%Q2 2020Q3 20216
OPTIMUM INVESTMENT ADVISORS 660.03%0.03%0.04%Q1 2020Q2 20216
Triumph Capital Management 662.50%3.40%4.66%Q2 2022Q3 20236
BEESE FULMER INVESTMENT MANAGEMENT, INC. 660.02%0.03%0.03%Q1 2021Q2 20226
Antonetti Capital Management LLC 660.01%0.02%0.02%Q3 2021Q4 20226
SFG Wealth Management, LLC. 660.30%0.62%1.80%Q2 2022Q3 20236
PRELUDE CAPITAL MANAGEMENT, LLC 420.03%0.12%0.38%Q4 2019Q3 20236
TRANSCEND CAPITAL ADVISORS, LLC 220.02%0.03%0.04%Q3 2020Q4 20226
PARTNERS CAPITAL INVESTMENT GROUP, LLP 510.04%0.35%0.65%Q1 2022Q3 20236
AMERICAN CENTURY COMPANIES INC 510.00%0.01%0.01%Q1 2020Q4 20226
Jaffetilchin Investment Partners, LLC 660.02%0.06%0.09%Q2 2022Q3 20236
Spectrum Management Group, LLC 660.01%2.20%13.16%Q4 2018Q1 20206
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 660.00%0.00%0.00%Q2 2022Q3 20236
Ancora Advisors LLC 510.00%0.00%0.00%Q2 2020Q1 20226
BT Wealth Management LLC 661.94%3.32%4.77%Q4 2018Q1 20206
360 Financial, Inc. 660.38%0.51%0.72%Q4 2019Q1 20216
Rosenberg Matthew Hamilton 660.00%0.69%2.91%Q2 2022Q3 20236
PRUDENT INVESTORS NETWORK, INC. 660.14%0.34%0.79%Q4 2019Q1 20216
Baron Financial Group, LLC 420.00%0.01%0.01%Q3 2020Q2 20226
MONECO Advisors, LLC 660.48%1.02%1.71%Q2 2022Q3 20236
Telos Capital Management, Inc. 510.12%0.73%1.43%Q2 2019Q3 20236
JANICZEK WEALTH MANAGEMENT, LLC 660.00%0.01%0.02%Q2 2022Q3 20236
SRS Capital Advisors, Inc. 660.06%5.22%14.83%Q2 2022Q3 20236
Stadion Money Management, LLC 110.50%3.80%8.41%Q1 2018Q3 20236
Private Wealth Group, LLC 661.02%4.85%9.26%Q2 2022Q3 20236
THRIVENT FINANCIAL FOR LUTHERANS 510.00%0.05%0.08%Q1 2019Q3 20236
D.A. DAVIDSON & CO. 420.01%0.01%0.01%Q2 2018Q4 20226
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 660.12%1.58%8.20%Q4 2020Q1 20226
Advisor Resource Council 310.05%0.29%0.87%Q2 2021Q3 20236
GREATMARK INVESTMENT PARTNERS, INC. 330.12%0.24%0.36%Q2 2019Q4 20206
Atlantic Private Wealth, LLC 660.07%0.37%0.50%Q4 2021Q1 20236
NorthCrest Asset Manangement, LLC 310.04%0.47%1.01%Q4 2021Q3 20236
Elevated Capital Advisors, LLC 510.12%1.27%1.82%Q1 2019Q3 20236
Hardman Johnston Global Advisors LLC 420.03%0.21%0.43%Q1 2022Q3 20236
CIDEL ASSET MANAGEMENT INC 660.01%0.02%0.02%Q3 2021Q4 20226
Clearwater Capital Advisors, LLC 660.08%2.27%4.19%Q4 2018Q1 20206
MONTAG A & ASSOCIATES INC 420.00%0.00%0.01%Q3 2021Q3 20236
Midwest Wealth Management Inc. 660.19%0.29%0.47%Q4 2020Q1 20226
Laidlaw Wealth Management LLC 660.09%0.25%0.46%Q2 2022Q3 20236
Retireful, LLC 664.73%46.51%78.68%Q2 2022Q3 20236
TCG Advisors, LP 660.02%0.31%1.00%Q1 2019Q2 20206
Brio Consultants, LLC 660.07%0.12%0.23%Q4 2018Q1 20206
Global Trust Asset Management, LLC 660.24%0.44%0.56%Q4 2018Q1 20206
EVERGREEN CAPITAL MANAGEMENT LLC 660.01%0.11%0.44%Q3 2019Q4 20206
EXCHANGE TRADED CONCEPTS, LLC 660.01%0.22%0.62%Q3 2022Q4 20236
Live Your Vision, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
CPR Investments Inc. 668.74%10.76%15.18%Q2 2022Q3 20236
IEQ CAPITAL, LLC 660.09%0.16%0.25%Q2 2022Q3 20236
Ameritas Advisory Services, LLC 510.01%0.43%1.27%Q1 2022Q3 20236
Venture Visionary Partners LLC 510.01%0.11%0.27%Q4 2019Q2 20226
Family Management Corp 663.32%4.24%7.09%Q2 2022Q3 20236
Mosaic Family Wealth, LLC 660.06%0.24%0.44%Q4 2017Q1 20196
Insight Wealth Strategies, LLC 510.07%1.82%3.76%Q4 2018Q3 20236
Apollon Wealth Management, LLC 660.02%0.95%3.65%Q2 2022Q3 20236
Clearshares LLC 660.46%0.48%0.55%Q4 2017Q1 20196
EverSource Wealth Advisors, LLC 420.11%0.89%1.81%Q4 2021Q3 20236
Twelve Points Wealth Management LLC 660.72%4.05%9.58%Q2 2022Q3 20236
TRANSATLANTIQUE PRIVATE WEALTH LLC 660.14%0.25%0.52%Q2 2022Q3 20236
Rise Advisors, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
Morningstar Investment Services LLC 660.00%0.01%0.01%Q4 2018Q1 20206
NewSquare Capital LLC 210.00%3.23%13.08%Q2 2019Q2 20236
Transamerica Financial Advisors, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
ABSOLUTE CAPITAL MANAGEMENT, LLC 410.01%0.47%1.17%Q4 2021Q3 20236
Transform Wealth, LLC 510.06%0.70%0.98%Q1 2020Q3 20236
FDx Advisors, Inc. 310.01%0.02%0.08%Q4 2017Q3 20236
LOWERY THOMAS, LLC 663.71%8.90%12.29%Q2 2022Q3 20236
VERUS CAPITAL PARTNERS, LLC 420.04%0.11%0.33%Q4 2019Q4 20226
Founders Financial Alliance, LLC 660.01%0.02%0.05%Q2 2022Q3 20236
Financial Architects, Inc 330.02%0.06%0.11%Q4 2019Q2 20236
MANUFACTURERS LIFE INSURANCE COMPANY, THE 330.00%0.00%0.01%Q4 2017Q3 20236
Private Ocean, LLC 510.01%0.02%0.05%Q3 2020Q3 20226
Great Diamond Partners, LLC 510.07%0.10%0.14%Q1 2022Q3 20236
TECTONIC ADVISORS LLC 510.19%1.82%3.62%Q4 2020Q3 20236
Tidal Investments LLC 420.05%0.30%0.92%Q1 2020Q3 20236
Truadvice, LLC 510.19%0.34%0.52%Q4 2021Q2 20236
Sovereign Investment Advisors, LLC 663.04%3.30%3.59%Q2 2022Q3 20236
WealthShield Partners, LLC 510.09%0.68%1.64%Q4 2018Q3 20236
Onyx Bridge Wealth Group LLC 510.06%0.17%0.27%Q4 2021Q3 20236
HOHIMER WEALTH MANAGEMENT, LLC 660.09%0.21%0.47%Q1 2020Q2 20216
Sound Income Strategies, LLC 420.00%0.00%0.01%Q2 2018Q3 20236
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 552.50%4.12%5.86%Q1 2019Q1 20205
Clear Perspectives Financial Planning, LLC 551.42%6.61%10.44%Q1 2022Q1 20235
Intrua Financial, LLC 320.14%0.35%0.54%Q2 2020Q1 20235
Tranquility Partners, LLC 550.13%0.14%0.15%Q1 2022Q1 20235
Strategic Asset Management, LLC 552.51%3.06%4.14%Q3 2021Q3 20225
Greystone Financial Group, LLC 320.72%1.58%2.69%Q4 2020Q3 20235
ROVIN CAPITAL /UT/ /ADV 551.25%4.40%12.20%Q3 2022Q3 20235
Sullivan, Bruyette, Speros & Blaney, LLC 550.03%0.04%0.08%Q1 2020Q1 20215
J.Safra Asset Management Corp 550.73%1.17%2.24%Q3 2022Q3 20235
Ausdal Financial Partners, Inc. 320.07%0.44%0.96%Q4 2020Q3 20235
Faithward Advisors, LLC 410.00%0.02%0.06%Q1 2022Q2 20235
TITLEIST CAPITAL, LLC 550.14%0.28%0.47%Q4 2021Q4 20225
BOENNING & SCATTERGOOD, INC. 410.06%0.22%0.69%Q1 2019Q2 20205
BDO Wealth Advisors, LLC 210.00%0.01%0.02%Q1 2020Q4 20225
Johnson Financial Group, Inc. 310.00%0.00%0.00%Q2 2021Q2 20235
MARIPAU WEALTH MANAGEMENT LLC 550.34%0.48%0.60%Q3 2022Q3 20235
RIDGECREST WEALTH PARTNERS, LLC 550.31%2.77%6.52%Q1 2021Q1 20225
Stearns Financial Services Group 550.00%0.03%0.08%Q3 2019Q3 20205
PARSONS CAPITAL MANAGEMENT INC/RI 550.04%0.04%0.04%Q3 2022Q3 20235
BALDWIN BROTHERS LLC/MA 550.00%0.01%0.01%Q4 2022Q4 20235
Fernwood Investment Management, LLC 550.16%0.43%0.67%Q3 2022Q3 20235
TCI Wealth Advisors, Inc. 310.01%0.02%0.03%Q1 2021Q4 20225
Blume Capital Management, Inc. 550.02%0.05%0.08%Q3 2019Q3 20205
ATTICUS WEALTH MANAGEMENT, LLC 320.06%0.14%0.42%Q1 2022Q3 20235
Rede Wealth, LLC 550.27%0.37%0.60%Q3 2022Q3 20235
Golden State Wealth Management, LLC 320.48%0.73%0.87%Q1 2019Q2 20205
Lowe Wealth Advisors, LLC 550.02%0.74%1.40%Q4 2022Q4 20235
FWL INVESTMENT MANAGEMENT, LLC 550.42%1.05%3.30%Q3 2022Q3 20235
TELEMUS CAPITAL, LLC 550.05%0.34%0.68%Q3 2022Q3 20235
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 550.04%0.20%0.32%Q3 2022Q3 20235
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
NVWM, LLC 410.01%0.21%0.28%Q4 2018Q3 20235
SMI Advisory Services, LLC 554.72%14.04%16.96%Q1 2022Q1 20235
BEACON INVESTMENT ADVISORY SERVICES, INC. 410.01%0.02%0.02%Q4 2018Q4 20205
Stratos Investment Management, LLC 550.95%1.84%2.50%Q3 2022Q3 20235
CULLEN/FROST BANKERS, INC. 210.00%0.00%0.00%Q4 2019Q3 20235
Bay Harbor Wealth Management, LLC 410.01%0.07%0.30%Q2 2020Q3 20225
GenWealth Group, Inc. 550.07%3.60%17.60%Q1 2020Q1 20215
Morningstar Investment Management LLC 556.34%8.03%10.05%Q4 2018Q4 20195
RITHOLTZ WEALTH MANAGEMENT 410.26%3.85%9.44%Q4 2018Q3 20235
AlphaMark Advisors, LLC 550.08%0.24%0.30%Q3 2022Q3 20235
LAKE STREET PRIVATE WEALTH, LLC 550.04%0.05%0.07%Q4 2020Q4 20215
TL Private Wealth 550.16%0.23%0.30%Q4 2019Q4 20205
St. Louis Financial Planners Asset Management, LLC 558.34%38.94%72.20%Q4 2022Q4 20235
Neuberger Berman Group LLC 550.00%0.00%0.00%Q3 2019Q3 20205
All Terrain Financial Advisors, LLC 320.07%0.10%0.15%Q3 2019Q3 20235
Balboa Wealth Partners 550.33%0.50%0.70%Q3 2022Q3 20235
Single Point Partners, LLC 550.05%0.11%0.28%Q3 2022Q3 20235
Advisors Preferred, LLC 551.07%1.37%1.51%Q3 2022Q3 20235
Providence Capital Advisors, LLC 320.00%0.08%0.17%Q4 2020Q3 20235
WOLFF WIESE MAGANA LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Wealth Alliance Advisory Group, LLC 410.29%1.58%4.85%Q4 2017Q3 20235
Ameritas Investment Company, LLC 210.00%0.03%0.14%Q4 2018Q1 20215
GM Advisory Group, LLC 550.67%3.06%8.11%Q3 2022Q3 20235
Penserra Capital Management LLC 210.00%0.38%1.71%Q3 2020Q3 20235
Zullo Investment Group, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
Outlook Wealth Advisors, LLC 410.86%1.43%1.89%Q2 2020Q3 20235
Atlantic Union Bankshares Corp 410.08%1.65%5.57%Q1 2019Q4 20205
Strategic Equity Management 551.18%4.67%13.99%Q3 2022Q3 20235
CAMDEN NATIONAL BANK 550.06%0.06%0.07%Q3 2022Q3 20235
Biltmore Capital Advisors LLC 550.06%0.16%0.55%Q4 2018Q4 20195
GPS Wealth Strategies Group, LLC 320.04%0.09%0.12%Q1 2021Q3 20235
Ameliora Wealth Management Ltd. 553.66%3.82%3.92%Q3 2022Q3 20235
Randolph Co Inc 320.78%1.89%3.22%Q4 2019Q3 20235
Windsor Capital Management, LLC 210.08%0.13%0.22%Q3 2018Q1 20215
Main Management ETF Advisors, LLC 320.47%4.31%6.83%Q4 2017Q3 20235
EAGLE GLOBAL ADVISORS LLC 550.16%0.25%0.28%Q3 2022Q3 20235
Lumbard & Kellner, LLC 553.22%4.94%6.48%Q3 2022Q3 20235
DIXON HUBARD FEINOUR & BROWN INC/VA 550.18%0.35%0.58%Q2 2021Q2 20225
NORTHEAST INVESTMENT MANAGEMENT 550.02%0.03%0.04%Q1 2020Q1 20215
PFG Advisors 550.64%0.77%0.93%Q3 2022Q3 20235
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 550.01%0.02%0.04%Q4 2020Q4 20215
Spartan Planning & Wealth Management 419.77%22.47%31.42%Q1 2022Q3 20235
Crabel Capital Management, LLC 210.07%0.47%0.85%Q4 2017Q3 20215
Marcum Wealth, LLC 320.07%0.14%0.24%Q4 2019Q3 20235
Tranquilli Financial Advisor LLC 553.67%14.86%25.70%Q1 2022Q1 20235
FLPUTNAM INVESTMENT MANAGEMENT CO 550.02%0.03%0.04%Q3 2022Q3 20235
Inscription Capital, LLC 550.09%2.90%6.03%Q3 2022Q3 20235
Visionary Asset Management, Inc. 550.28%1.34%4.88%Q4 2017Q4 20185
WealthTrust Asset Management, LLC 556.96%9.92%13.93%Q3 2022Q3 20235
UNITED BANK 411.38%2.15%3.60%Q2 2018Q3 20195
MASSMUTUAL TRUST CO FSB/ADV 210.00%0.02%0.04%Q4 2017Q4 20235
AJ WEALTH STRATEGIES, LLC 550.50%2.15%5.13%Q2 2022Q2 20235
Lakewood Asset Management LLC 448.27%9.27%10.09%Q4 2022Q3 20234
COLTON GROOME FINANCIAL ADVISORS, LLC 310.65%1.26%1.92%Q1 2022Q1 20234
Verdence Capital Advisors LLC 441.00%1.05%1.08%Q4 2022Q3 20234
GOULD ASSET MANAGEMENT LLC /CA/ 310.12%0.20%0.31%Q3 2019Q2 20224
DB Wealth Management Group, LLC 440.52%0.56%0.60%Q4 2022Q3 20234
BML Capital Management, LLC 448.74%14.50%16.86%Q4 2022Q3 20234
Eagle Strategies LLC 440.37%0.39%0.41%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.08%0.53%1.75%Q4 2022Q3 20234
CANTOR FITZGERALD, L. P. 440.09%0.38%0.51%Q4 2022Q3 20234
True Wealth Design, LLC 440.30%0.49%0.82%Q4 2022Q3 20234
First Personal Financial Services 310.00%0.23%0.34%Q4 2018Q1 20234
Eldridge Investment Advisors, Inc. 441.45%1.77%1.97%Q4 2022Q3 20234
TWIN FOCUS CAPITAL PARTNERS, LLC 440.09%0.10%0.12%Q2 2019Q1 20204
Epic Trust Investment Advisors, LLC 440.38%1.35%2.96%Q1 2022Q4 20224
LIBERTY WEALTH MANAGEMENT LLC 210.01%0.64%2.47%Q4 2018Q1 20234
Talisman Wealth Advisors LLC 440.57%0.64%0.80%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.42%0.60%0.75%Q4 2022Q3 20234
EUDAIMONIA ADVISORS LLC 440.18%3.08%4.43%Q2 2022Q1 20234
MMBG INVESTMENT ADVISORS CO. 440.04%0.04%0.04%Q4 2022Q3 20234
Avidian Wealth Solutions, LLC 440.06%0.26%0.48%Q4 2022Q3 20234
CITY HOLDING CO 440.00%0.00%0.00%Q3 2020Q2 20214
Royal Fund Management, LLC 210.00%0.06%0.19%Q1 2018Q1 20204
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 440.01%2.40%3.42%Q4 2022Q3 20234
EP Wealth Advisors, LLC 440.00%0.23%0.52%Q4 2022Q3 20234
Blue Trust, Inc. 310.00%0.00%0.01%Q2 2022Q3 20234
Corient Private Wealth LLC 440.00%0.01%0.02%Q4 2022Q3 20234
TCG Advisory Services, LLC 440.07%0.13%0.28%Q4 2020Q3 20214
PATRON PARTNERS, LLC 220.23%0.31%0.41%Q4 2020Q3 20234
Night Owl Capital Management, LLC 442.12%2.73%3.88%Q4 2022Q3 20234
Coppell Advisory Solutions LLC 440.07%0.13%0.18%Q4 2022Q3 20234
COLDSTREAM CAPITAL MANAGEMENT INC 440.08%0.10%0.13%Q4 2022Q3 20234
FIRST HAWAIIAN BANK 440.03%0.16%0.28%Q4 2022Q3 20234
Delos Wealth Advisors, LLC 440.02%0.52%0.92%Q4 2022Q3 20234
ORSER CAPITAL MANAGEMENT, LLC 311.27%2.03%3.08%Q3 2018Q1 20204
IFG Advisory, LLC 310.02%0.08%0.10%Q3 2022Q3 20234
SILVERLAKE WEALTH MANAGEMENT LLC 440.12%0.13%0.14%Q3 2022Q2 20234
OVERSEA-CHINESE BANKING Corp Ltd 440.12%0.17%0.23%Q4 2022Q3 20234
McGinn Penninger Investment Management, Inc. 441.58%1.70%1.77%Q1 2021Q4 20214
First Heartland Consultants, Inc. 220.05%0.69%2.21%Q1 2020Q3 20234
First Command Bank 440.00%0.00%0.00%Q1 2021Q4 20214
12th Street Asset Management Company, LLC 445.41%7.75%13.74%Q4 2022Q3 20234
Personal Capital Advisors Corp 220.00%0.02%0.04%Q3 2020Q2 20224
IBERIABANK CORP 440.05%0.05%0.06%Q4 2018Q3 20194
M Holdings Securities, Inc. 310.25%0.49%1.10%Q4 2018Q1 20204
Cutler Group LLC / CA 110.00%0.00%0.01%Q1 2019Q1 20214
AGF MANAGEMENT LTD 440.34%0.42%0.48%Q4 2022Q3 20234
Julex Capital Management, LLC 440.01%0.02%0.02%Q4 2018Q3 20194
STEEL GROVE CAPITAL ADVISORS, LLC 440.76%0.91%1.11%Q4 2022Q3 20234
Redhawk Wealth Advisors, Inc. 210.00%0.22%0.38%Q2 2019Q4 20204
IAMS WEALTH MANAGEMENT, LLC 442.22%5.67%7.71%Q4 2022Q3 20234
Lineweaver Wealth Advisors, LLC 440.08%0.11%0.13%Q3 2022Q2 20234
Bogart Wealth, LLC 310.00%0.00%0.00%Q3 2022Q3 20234
Mascoma Wealth Management LLC 440.01%0.01%0.01%Q2 2022Q1 20234
CABOT WEALTH MANAGEMENT INC 310.04%0.43%0.77%Q4 2019Q3 20234
Colonial Trust Co / SC 440.00%0.02%0.04%Q4 2022Q3 20234
Fairfax Financial Holdings 440.04%0.06%0.10%Q4 2022Q3 20234
Core Wealth Partners LLC 443.04%3.52%4.20%Q4 2022Q3 20234
Waycross Investment Management Co 440.44%0.46%0.50%Q4 2022Q3 20234
Sugarloaf Wealth Management, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
New England Investment & Retirement Group, Inc. 220.12%6.07%18.30%Q4 2018Q2 20204
Financial Engines Advisors L.L.C. 440.00%0.02%0.05%Q4 2022Q3 20234
Garden State Investment Advisory Services LLC 440.15%0.23%0.38%Q4 2022Q3 20234
ADE, LLC 440.04%0.24%0.65%Q4 2020Q3 20214
EXANE DERIVATIVES 440.07%0.08%0.09%Q2 2021Q1 20224
Madrona Financial Services, LLC 440.09%1.88%2.79%Q4 2022Q3 20234
SkyView Investment Advisors, LLC 440.52%0.77%1.11%Q4 2022Q3 20234
Tillman Hartley LLC 440.22%0.38%0.48%Q4 2022Q3 20234
RWA WEALTH PARTNERS, LLC 440.05%0.06%0.06%Q4 2022Q3 20234
WFA of San Diego, LLC 440.02%0.36%0.55%Q4 2022Q3 20234
OptiFour Integrated Wealth Management, LLC 440.19%0.20%0.23%Q1 2019Q4 20194
ST GERMAIN D J CO INC 310.00%0.15%0.25%Q4 2022Q4 20234
PETREDIS INVESTMENT ADVISORS LLC 441.62%2.04%2.23%Q4 2022Q3 20234
Biltmore Wealth Management, LLC 440.20%3.37%6.16%Q4 2022Q3 20234
Congress Wealth Management LLC / DE / 440.01%0.01%0.01%Q4 2021Q3 20224
AlphaQ Advisors LLC 440.87%1.47%1.93%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 442.40%3.47%6.23%Q4 2022Q3 20234
Plante Moran Financial Advisors, LLC 310.00%0.01%0.04%Q2 2020Q2 20224
WESTWOOD HOLDINGS GROUP INC 440.51%0.65%0.82%Q4 2022Q3 20234
KEATING INVESTMENT COUNSELORS INC 441.52%1.67%1.86%Q4 2022Q3 20234
Fort Point Capital Partners LLC 442.46%5.10%7.61%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.02%0.03%0.05%Q4 2022Q3 20234
BFSG, LLC 440.09%2.11%3.21%Q4 2018Q3 20194
CALIBER WEALTH MANAGEMENT, LLC 440.57%1.09%2.35%Q4 2022Q3 20234
IRON Financial LLC 310.34%0.43%0.56%Q4 2019Q1 20234
EVOKE WEALTH, LLC 310.11%0.17%0.22%Q3 2019Q3 20204
Beacon Pointe Wealth Advisors, LLC 310.06%0.13%0.22%Q4 2018Q4 20194
Beacon Capital Management, Inc. 310.00%1.17%2.37%Q2 2019Q3 20234
Fortis Group Advisors, LLC 315.15%19.40%27.00%Q3 2020Q3 20234
Diversified Portfolios, Inc. 440.04%0.22%0.43%Q4 2022Q3 20234
Coyle Financial Counsel LLC 441.28%1.60%2.39%Q4 2022Q3 20234
Heritage Wealth Partners, LLC 440.60%2.19%5.06%Q4 2022Q3 20234
FIRST TRUST ADVISORS LP 310.00%0.01%0.03%Q1 2020Q3 20234
Concorde Asset Management, LLC 210.24%0.37%0.47%Q4 2018Q3 20234
ANGELES WEALTH MANAGEMENT, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
FSC Wealth Advisors, LLC 4417.38%24.73%31.89%Q4 2022Q3 20234
AlphaCore Capital LLC 220.20%0.40%0.64%Q4 2019Q3 20234
Cairn Investment Group, Inc. 442.71%4.67%7.22%Q4 2019Q3 20204
First Command Financial Services, Inc. 440.00%0.00%0.00%Q1 2021Q4 20214
Kohmann Bosshard Financial Services, LLC 440.14%0.25%0.33%Q4 2022Q3 20234
Raab & Moskowitz Asset Management LLC 440.08%0.10%0.11%Q1 2022Q4 20224
Clearstead Trust, LLC 440.01%0.01%0.03%Q4 2022Q3 20234
Lake Hills Wealth Management, LLC 441.53%14.00%26.30%Q4 2022Q3 20234
MARINER INDEPENDENT ADVISOR NETWORK, LLC 310.42%0.67%0.89%Q1 2020Q3 20224
RiverTree Advisors, LLC 442.14%8.95%12.00%Q4 2022Q3 20234
Leucadia National 440.06%0.11%0.17%Q4 2022Q3 20234
CoreCap Advisors, LLC 310.01%0.04%0.10%Q4 2021Q4 20224
Smart Money Group LLC 443.57%6.62%10.15%Q4 2022Q3 20234
Anfield Capital Management, LLC 310.41%1.11%2.10%Q1 2020Q2 20234
Fortitude Advisory Group L.L.C. 440.03%0.14%0.23%Q4 2021Q3 20224
Center For Asset Management LLC 440.27%0.36%0.56%Q1 2022Q4 20224
RIA Advisory Group LLC 446.56%18.91%29.74%Q4 2022Q3 20234
Prosperity Financial Group, Inc. 440.38%0.47%0.64%Q4 2022Q3 20234
MANAGED ASSET PORTFOLIOS, LLC 441.94%2.16%2.74%Q4 2022Q3 20234
Syntegra Private Wealth Group, LLC 440.24%0.31%0.46%Q4 2022Q3 20234
Venturi Wealth Management, LLC 310.18%0.20%0.22%Q3 2022Q3 20234
One Capital Management, LLC 310.04%0.75%1.16%Q1 2020Q3 20234
Balentine LLC 310.00%0.00%0.00%Q3 2022Q3 20234
HENGEHOLD CAPITAL MANAGEMENT LLC 440.30%0.30%0.30%Q4 2022Q3 20234
CHANNEL WEALTH LLC 441.01%1.40%1.68%Q1 2023Q4 20234
Parker Financial LLC 440.18%0.22%0.26%Q4 2022Q3 20234
Western Wealth Management, LLC 310.02%0.06%0.09%Q2 2020Q3 20234
Park Edge Advisors, LLC 449.53%13.36%16.24%Q4 2022Q3 20234
GREENWOOD CAPITAL ASSOCIATES LLC 440.04%0.10%0.14%Q4 2022Q3 20234
VitalStone Financial, LLC 440.14%20.98%48.97%Q4 2022Q3 20234
FourThought Financial, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Ethos Financial Group, LLC 440.74%3.98%5.56%Q4 2022Q3 20234
Bruderman Asset Management, LLC 310.00%0.32%0.44%Q1 2019Q3 20204
EASTERN BANK 220.02%0.02%0.02%Q3 2022Q3 20234
Covalis Capital LLP 210.57%6.59%22.27%Q2 2019Q1 20214
Altiora Financial Group, LLC 446.15%6.98%8.08%Q4 2022Q3 20234
Hirtle Callaghan & Co LLC 440.02%0.02%0.03%Q4 2022Q3 20234
DBK Financial Counsel, LLC 444.39%7.78%10.73%Q4 2022Q3 20234
ROTHSCHILD INVESTMENT LLC /IL 440.02%0.07%0.09%Q4 2022Q3 20234
MILESTONE ASSET MANAGEMENT, LLC 440.17%0.34%0.54%Q4 2022Q3 20234
Destination Wealth Management 310.00%0.01%0.01%Q2 2019Q3 20234
Ten Capital Wealth Advisors, LLC 440.00%0.64%2.13%Q3 2020Q2 20214
Park Place Capital Corp 442.76%3.32%4.30%Q4 2022Q3 20234
OLIVER LAGORE VANVALIN INVESTMENT GROUP 443.61%9.66%18.99%Q4 2022Q3 20234
Beacon Capital Management, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
GenTrust, LLC 440.10%0.27%0.44%Q4 2022Q3 20234
LifePro Asset Management 440.52%1.81%3.13%Q4 2022Q3 20234
Kingfisher Capital LLC 442.09%2.74%4.36%Q4 2022Q3 20234
Catalyst Capital Advisors LLC 440.06%0.10%0.13%Q4 2022Q3 20234
Austin Private Wealth, LLC 440.04%0.07%0.10%Q4 2022Q3 20234
MOULTON WEALTH MANAGEMENT, INC 313.33%7.97%19.94%Q1 2020Q3 20234
TIEDEMANN ADVISORS, LLC 440.01%0.50%1.01%Q2 2018Q1 20194
Curi Wealth Management, LLC 440.35%1.12%2.78%Q4 2022Q3 20234
Krilogy Financial LLC 440.19%0.27%0.38%Q4 2022Q3 20234
Selective Wealth Management, Inc. 440.00%0.00%0.01%Q4 2021Q3 20224
Fisher Asset Management, LLC 110.00%0.00%0.00%Q2 2019Q3 20234
Leading Edge Financial Planning LLC 440.29%0.70%0.95%Q4 2022Q3 20234
BENJAMIN EDWARDS INC 440.34%0.39%0.46%Q4 2022Q3 20234
Sandy Spring Bank 210.00%0.00%0.00%Q4 2020Q3 20224
JENNISON ASSOCIATES LLC 110.00%0.00%0.00%Q4 2017Q4 20214
Fortis Capital Advisors, LLC 442.39%5.37%9.61%Q4 2022Q3 20234
Clarus Wealth Advisors 440.12%0.50%1.47%Q3 2018Q2 20194
WEST MICHIGAN ADVISORS, LLC 330.10%0.14%0.20%Q1 2023Q3 20233
Draper Asset Management, LLC 330.46%0.51%0.59%Q1 2023Q3 20233
UDINE WEALTH MANAGEMENT, INC. 331.56%12.69%20.15%Q1 2023Q3 20233
GFS Advisors, LLC 330.06%0.07%0.09%Q3 2021Q1 20223
HAYS ADVISORY LLC 331.77%8.85%18.18%Q1 2018Q3 20183
Sterling Manor Financial, LLC 331.21%1.64%2.47%Q1 2023Q3 20233
abrdn plc 330.04%0.04%0.05%Q1 2023Q3 20233
FIRST MERCANTILE TRUST CO 331.93%2.63%3.23%Q2 2019Q4 20193
LFA - Lugano Financial Advisors SA 330.07%0.08%0.09%Q1 2023Q3 20233
Accretive Wealth Partners, LLC 210.73%0.97%1.22%Q2 2022Q2 20233
Legacy Capital Group California, Inc. 333.12%3.54%3.86%Q1 2023Q3 20233
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 330.00%0.04%0.10%Q1 2023Q3 20233
BTC Capital Management, Inc. 110.03%0.04%0.06%Q4 2020Q2 20233
Valeo Financial Advisors, LLC 210.00%0.00%0.01%Q3 2019Q2 20203
C2C Wealth Management, LLC 330.04%0.06%0.10%Q1 2023Q3 20233
Intrepid Financial Planning Group LLC 332.65%2.76%2.83%Q1 2023Q3 20233
Second Half Financial Partners, LLC 3313.00%35.83%50.35%Q1 2023Q3 20233
Regal Investment Advisors LLC 330.04%0.05%0.06%Q1 2023Q3 20233
Stratford Consulting, LLC 210.06%0.26%0.62%Q4 2018Q4 20193
Principle Wealth Partners LLC 210.00%0.03%0.04%Q2 2020Q3 20233
Investors Research Corp 330.00%0.00%0.00%Q4 2021Q2 20223
Vishria Bird Financial Group, LLC 332.22%3.24%4.40%Q1 2023Q3 20233
Revisor Wealth Management LLC 332.31%2.69%2.91%Q1 2023Q3 20233
Gotham Asset Management, LLC 330.06%0.06%0.06%Q1 2023Q3 20233
MCIA Inc 330.42%7.10%20.10%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.01%0.02%0.03%Q3 2022Q3 20233
Chanos & Co LP 330.06%0.08%0.10%Q1 2023Q3 20233
Eagle Bay Advisors LLC 330.01%0.01%0.01%Q2 2021Q4 20213
Tradition Wealth Management, LLC 330.01%0.01%0.01%Q4 2020Q2 20213
Leelyn Smith, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
SPINNAKER TRUST 331.46%1.57%1.64%Q1 2023Q3 20233
Empowered Funds, LLC 210.02%1.43%3.45%Q3 2022Q3 20233
DFPG INVESTMENTS, LLC 330.20%0.37%0.50%Q1 2023Q3 20233
Trinity Wealth Management, LLC 330.74%0.89%0.97%Q1 2023Q3 20233
NewEdge Wealth, LLC 330.07%0.07%0.08%Q1 2023Q3 20233
Sterling Investment Counsel, LLC 330.14%0.24%0.30%Q1 2022Q3 20223
FIRST WILSHIRE SECURITIES MANAGEMENT INC 330.85%1.52%2.35%Q1 2023Q3 20233
Archer Investment Corp 330.17%0.18%0.19%Q4 2022Q2 20233
Cornerstone Wealth Management, LLC 110.02%0.16%0.37%Q3 2019Q3 20233
PACIFIC FINANCIAL GROUP INC 337.79%11.32%14.27%Q1 2022Q3 20223
Mayar Capital Ltd. 330.18%0.92%2.13%Q3 2021Q1 20223
Bay Rivers Group 335.16%6.19%7.71%Q4 2019Q2 20203
Phillips Wealth Planners LLC 330.28%0.38%0.46%Q1 2023Q3 20233
SSI INVESTMENT MANAGEMENT LLC 330.63%0.91%1.14%Q1 2023Q3 20233
Sargent Investment Group, LLC 331.39%1.52%1.72%Q1 2023Q3 20233
Berkshire Money Management, Inc. 332.03%2.48%2.75%Q1 2023Q3 20233
McAdam, LLC 330.02%0.02%0.02%Q1 2018Q3 20183
M.D. Sass, Inc. 330.12%0.17%0.20%Q1 2023Q3 20233
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 330.31%1.09%2.62%Q1 2023Q3 20233
Roberts Wealth Advisors, LLC 330.10%0.11%0.12%Q3 2021Q1 20223
Versant Capital Management, Inc 210.00%0.00%0.01%Q3 2021Q4 20233
Donoghue Forlines LLC 331.13%10.96%28.88%Q3 2019Q1 20203
Covenant Partners, LLC 330.29%0.52%0.65%Q1 2022Q3 20223
Institute for Wealth Management, LLC. 210.00%0.04%0.06%Q4 2019Q3 20233
Dean, Jacobson Financial Services, LLC 3318.22%31.47%38.91%Q1 2023Q3 20233
ATLAS CAPITAL ADVISORS LLC 330.04%0.05%0.08%Q1 2023Q3 20233
Santori & Peters, Inc. 110.19%0.65%1.03%Q4 2019Q2 20213
LINCOLN NATIONAL CORP 210.00%0.01%0.01%Q4 2021Q1 20233
Focused Wealth Management, Inc 330.05%2.47%3.72%Q1 2023Q3 20233
St. James Investment Advisors, LLC 210.04%1.30%3.81%Q4 2021Q4 20223
HOWE & RUSLING INC 210.00%0.00%0.00%Q4 2020Q4 20213
Alhambra Investment Management LLC 330.17%0.18%0.19%Q1 2023Q3 20233
ONE PLUS ONE WEALTH MANAGEMENT, LLC 330.39%1.18%2.68%Q4 2022Q2 20233
Glass Jacobson Investment Advisors llc 210.01%0.01%0.01%Q4 2022Q3 20233
Bryn Mawr Capital Management, LLC 330.02%0.03%0.04%Q1 2023Q3 20233
HRT FINANCIAL LP 330.00%0.00%0.00%Q1 2023Q3 20233
JFS WEALTH ADVISORS, LLC 210.00%0.00%0.00%Q2 2020Q4 20213
Asset Management Resources, LLC 330.84%1.21%1.64%Q3 2022Q1 20233
DAGCO, INC. 330.13%0.17%0.19%Q1 2023Q3 20233
PALLADIEM, LLC 330.23%3.74%7.10%Q1 2023Q3 20233
INTERACTIVE FINANCIAL ADVISORS, INC. 330.47%1.24%1.68%Q3 2022Q1 20233
Marquette Asset Management, LLC 330.06%0.13%0.26%Q1 2023Q3 20233
Canal Capital Management, LLC 110.31%0.43%0.56%Q1 2018Q1 20233
Texas Yale Capital Corp. 330.03%0.03%0.04%Q3 2019Q1 20203
Financial Gravity Companies, Inc. 212.29%2.57%2.75%Q4 2017Q4 20183
Carmel Capital Partners, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Berkshire Bank 330.11%0.44%0.61%Q1 2023Q3 20233
Thomasville National Bank 210.03%0.04%0.06%Q2 2019Q1 20233
Gryphon Financial Partners LLC 210.01%0.04%0.06%Q3 2021Q2 20223
ECLECTIC ASSOCIATES INC /ADV 330.11%0.12%0.13%Q4 2022Q2 20233
Crew Capital Management, Ltd. 330.72%2.55%5.75%Q1 2023Q3 20233
TRIAD FINANCIAL ADVISORS, INC. 330.13%0.15%0.16%Q2 2022Q4 20223
SG Americas Securities, LLC 330.01%0.10%0.24%Q3 2018Q1 20193
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 330.00%0.00%0.00%Q1 2023Q3 20233
Vickerman Investment Advisors, Inc. 336.92%7.44%7.72%Q1 2023Q3 20233
PFG Investments, LLC 331.31%1.71%2.39%Q1 2023Q3 20233
Strategic Advisors LLC 332.21%2.78%3.34%Q1 2023Q3 20233
Covington Capital Management 330.00%0.00%0.00%Q1 2022Q3 20223
SHEETS SMITH WEALTH MANAGEMENT 210.13%2.17%6.21%Q4 2019Q3 20203
LOCKERMAN FINANCIAL GROUP, INC. 330.60%0.85%1.26%Q1 2022Q3 20223
Mirador Capital Partners LP 330.43%0.47%0.50%Q1 2018Q3 20183
Rossmore Private Capital 331.09%1.13%1.18%Q3 2019Q1 20203
Retirement Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
STABLEFORD CAPITAL II LLC 210.46%5.57%8.50%Q4 2022Q3 20233
B.O.S.S. Retirement Advisors, LLC 330.20%0.39%0.56%Q4 2022Q2 20233
Kesler, Norman & Wride, LLC 330.06%0.09%0.11%Q4 2020Q2 20213
Permanens Capital L.P. 330.00%0.00%0.00%Q2 2020Q4 20203
Thrive Wealth Management, LLC 330.11%0.12%0.12%Q1 2023Q3 20233
Proquility Private Wealth Partners, LLC 330.17%0.28%0.35%Q4 2020Q2 20213
Arkadios Wealth Advisors 330.04%0.07%0.09%Q1 2023Q3 20233
Bricktown Capital, LLC 210.09%0.69%1.88%Q4 2022Q3 20233
Axiom Investment Management LLC 330.05%0.06%0.06%Q4 2018Q2 20193
Cape Investment Advisory, Inc. 330.03%0.04%0.04%Q1 2023Q3 20233
Summit Global Investments 210.46%0.74%1.22%Q2 2022Q2 20233
Hixon Zuercher, LLC 210.13%0.16%0.18%Q4 2020Q3 20213
Hutchens & Kramer Investment Management Group, LLC 210.19%0.70%1.70%Q3 2022Q3 20233
PDS Planning, Inc 330.03%0.03%0.04%Q4 2022Q2 20233
WIT, LLC 330.19%0.22%0.25%Q1 2023Q3 20233
Atomi Financial Group, Inc. 330.13%0.35%0.74%Q1 2023Q3 20233
Waterloo Capital, L.P. 332.58%3.95%5.17%Q1 2023Q3 20233
WESPAC Advisors, LLC 330.58%0.81%1.20%Q1 2023Q3 20233
Grant/GrossMendelsohn, LLC 332.18%2.61%3.23%Q1 2023Q3 20233
Centerpoint Advisors, LLC 330.03%0.03%0.04%Q3 2019Q1 20203
Bluegrass Capital Partners LP 338.36%10.30%11.39%Q1 2023Q3 20233
BENEDICT FINANCIAL ADVISORS INC 330.52%0.63%0.70%Q1 2023Q3 20233
Sage Financial Management Group, Inc. 330.15%0.16%0.18%Q4 2020Q2 20213
NOMURA ASSET MANAGEMENT CO LTD 330.00%0.02%0.04%Q1 2022Q3 20223
SENTINEL PENSION ADVISORS INC 330.15%0.20%0.26%Q1 2023Q3 20233
Professional Financial Advisors, LLC 210.06%0.46%1.26%Q2 2022Q3 20233
Souders Financial Advisors 330.26%0.32%0.41%Q1 2023Q3 20233
Claraphi Advisory Network, LLC 210.09%1.13%2.21%Q1 2020Q4 20223
Olistico Wealth, LLC 330.35%0.39%0.44%Q4 2022Q2 20233
Beacon Wealthcare LLC 331.75%2.62%3.42%Q2 2023Q4 20233
Donald L. Hagan, LLC 330.18%0.48%0.81%Q1 2023Q3 20233
BIVIN & ASSOCIATES, INC. 330.02%0.02%0.02%Q4 2021Q2 20223
KLS Professional Advisors Group, LLC 3338.33%43.28%46.65%Q4 2018Q2 20193
GYL FINANCIAL SYNERGIES, LLC 330.07%0.08%0.09%Q1 2023Q3 20233
TKG Advisors, LLC 333.24%5.56%9.34%Q1 2023Q3 20233
WFA Asset Management Corp 330.02%0.02%0.02%Q1 2023Q3 20233
PYA Waltman Capital, LLC 330.82%0.87%0.97%Q1 2023Q3 20233
Goldstream Capital Management Ltd 335.19%7.15%9.69%Q1 2023Q3 20233
FormulaFolio Investments, LLC 330.00%0.04%0.13%Q4 2020Q2 20213
Legacy Trust 330.07%0.08%0.08%Q1 2023Q3 20233
Pine Valley Investments Ltd Liability Co 330.13%0.17%0.22%Q1 2023Q3 20233
Beacon Harbor Wealth Advisors, Inc. 210.11%3.48%6.11%Q4 2022Q3 20233
Coombe, Bender & Co LLC 333.18%6.62%9.28%Q1 2023Q3 20233
ALESCO ADVISORS LLC 210.01%0.01%0.02%Q3 2019Q3 20233
Lenox Wealth Advisors, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
TFB Advisors LLC 210.38%2.26%3.71%Q4 2022Q3 20233
Imprint Wealth LLC 330.34%1.00%1.49%Q1 2023Q3 20233
Gateway Wealth Partners, LLC 330.05%0.06%0.08%Q1 2023Q3 20233
Authentikos Wealth Advisory, LLC 330.64%1.11%1.42%Q1 2023Q3 20233
TITLEIST ASSET MANAGEMENT, LLC 331.69%1.91%2.09%Q1 2023Q3 20233
Legend Financial Advisors, Inc. 330.02%0.02%0.02%Q3 2022Q1 20233
REUTER JAMES WEALTH MANAGEMENT, LLC 210.43%0.61%0.72%Q4 2022Q3 20233
SouthState Corp 210.00%0.00%0.00%Q4 2020Q1 20233
JT Stratford LLC 210.13%0.98%2.21%Q2 2020Q3 20233
OLD NATIONAL BANCORP /IN/ 330.01%0.04%0.07%Q3 2022Q1 20233
Apeiron RIA LLC 330.10%0.11%0.12%Q1 2023Q3 20233
Legacy Capital Partners, Inc. 330.10%0.12%0.14%Q4 2019Q2 20203
ALTERNA WEALTH MANAGEMENT, INC 330.85%1.08%1.21%Q1 2019Q3 20193
Argent Trust Co 210.02%0.03%0.04%Q2 2021Q3 20233
RGT Wealth Advisors, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Rinkey Investments 210.17%0.26%0.37%Q4 2021Q2 20233
AIRE ADVISORS, LLC 330.27%0.30%0.33%Q2 2022Q4 20223
HBK Sorce Advisory LLC 330.03%0.04%0.04%Q1 2023Q3 20233
Tower Wealth Partners, Inc. 330.27%0.34%0.45%Q1 2023Q3 20233
Sterling Financial Planning, Inc. 330.12%0.13%0.14%Q1 2023Q3 20233
Wealth Advisors of Iowa, LLC 210.16%0.27%0.48%Q4 2020Q2 20233
Latitude Advisors, LLC 330.17%1.50%2.85%Q1 2023Q3 20233
JACOBSON & SCHMITT ADVISORS, LLC 330.08%0.44%0.63%Q1 2023Q3 20233
Capital Advisors, Ltd. LLC 330.36%0.66%1.04%Q1 2023Q3 20233
Hilton Capital Management, LLC 331.25%1.39%1.52%Q1 2023Q3 20233
EPG Wealth Management LLC 210.00%0.01%0.01%Q3 2022Q2 20233
SP Asset Management LLC 330.06%0.17%0.34%Q1 2023Q3 20233
GREENHAVEN ASSOCIATES INC 330.01%0.02%0.02%Q3 2022Q1 20233
Vertex Planning Partners, LLC 330.13%0.16%0.23%Q1 2023Q3 20233
Meridian Wealth Management, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
PERSONAL CFO SOLUTIONS, LLC 330.25%0.39%0.62%Q1 2022Q3 20223
H&H Retirement Design & Management INC 3310.62%11.02%11.50%Q1 2023Q3 20233
ERn Financial, LLC 330.08%0.12%0.19%Q3 2021Q1 20223
Joel Isaacson & Co., LLC 330.03%0.04%0.04%Q1 2023Q3 20233
Northstar Group, Inc. 332.82%3.92%4.98%Q1 2023Q3 20233
TMD Wealth Management, LLC 333.82%4.04%4.30%Q1 2023Q3 20233
MATHER GROUP, LLC. 330.01%0.02%0.03%Q4 2022Q2 20233
Crestwood Advisors Group, LLC 330.03%0.05%0.07%Q1 2023Q3 20233
SteelPeak Wealth, LLC 110.01%0.03%0.04%Q4 2022Q2 20232
MGO Private Wealth, LLC 220.30%0.41%0.52%Q3 2022Q4 20222
BROWN WEALTH MANAGEMENT, LLC 220.40%0.62%0.85%Q2 2023Q3 20232
Stephens Consulting, LLC 110.05%0.08%0.10%Q1 2023Q3 20232
Chessman Wealth Strategies RIA 229.51%10.24%10.97%Q3 2018Q4 20182
Matisse Capital 220.16%0.23%0.30%Q3 2021Q4 20212
VICUS CAPITAL 220.44%0.44%0.44%Q3 2022Q4 20222
Annapolis Financial Services, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Pensionmark Financial Group, LLC 220.06%0.09%0.13%Q3 2022Q4 20222
COMMERCE BANK 220.01%0.12%0.24%Q2 2020Q3 20202
LGT Financial Advisors LLC 220.00%0.00%0.00%Q2 2023Q3 20232
LAKE STREET ADVISORS GROUP, LLC 221.50%1.50%1.51%Q2 2023Q3 20232
SECURITY NATIONAL TRUST CO 220.01%0.01%0.01%Q4 2019Q1 20202
SimpliFi, Inc. 220.11%0.12%0.14%Q2 2020Q3 20202
Summit Financial, LLC 220.14%0.14%0.14%Q2 2023Q3 20232
TUCKER ASSET MANAGEMENT LLC 220.00%0.00%0.01%Q1 2023Q2 20232
Hamilton Wealth, LLC 220.25%0.56%0.86%Q1 2023Q2 20232
First Citizens Financial Corp 220.30%0.33%0.36%Q2 2023Q3 20232
Ewing Morris & Co. Investment Partners Ltd. 220.12%0.22%0.31%Q2 2023Q3 20232
FREEDOM WEALTH ALLIANCE, LLC 225.73%5.74%5.74%Q4 2022Q1 20232
TRUSTCORE FINANCIAL SERVICES, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
BRYN MAWR TRUST Co 220.01%0.01%0.01%Q2 2021Q3 20212
Circle Wealth Management, LLC 110.04%0.04%0.05%Q4 2019Q2 20202
MARATHON CAPITAL MANAGEMENT 220.06%0.07%0.07%Q3 2022Q4 20222
BOOTHBAY FUND MANAGEMENT, LLC 220.11%0.11%0.11%Q1 2023Q2 20232
Pillar Wealth Advisors, LLC 220.89%0.90%0.92%Q3 2022Q4 20222
NORTHWEST INVESTMENT COUNSELORS, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Coco Enterprises, LLC 117.34%16.33%25.32%Q3 2022Q1 20232
Wellington Shields & Co., LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Cerro Pacific Wealth Advisors LLC 220.14%0.14%0.14%Q4 2022Q1 20232
ROPES WEALTH ADVISORS LLC 220.06%0.07%0.09%Q2 2023Q3 20232
Sound Financial Strategies Group, LLC 110.06%30.67%61.28%Q3 2022Q3 20232
ORG Partners LLC 220.18%0.33%0.48%Q2 2023Q3 20232
WealthPLAN Partners, LLC 110.00%0.06%0.12%Q3 2018Q1 20232
Greenwich Investment Management, Inc. 220.35%0.41%0.48%Q1 2020Q2 20202
RPg Family Wealth Advisory, LLC 220.01%0.01%0.01%Q2 2019Q3 20192
Fairbanks Capital Management, Inc. 220.80%1.15%1.50%Q2 2023Q3 20232
Genus Capital Management Inc. 220.27%0.99%1.71%Q2 2023Q3 20232
Truvestments Capital LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Narus Financial Partners, LLC 220.11%0.11%0.11%Q2 2023Q3 20232
PECAUT & CO. 220.12%0.12%0.12%Q2 2023Q3 20232
Central Asset Investments & Management Holdings (HK) Ltd 2211.44%12.18%12.92%Q3 2018Q4 20182
GUARDIAN WEALTH ADVISORS, LLC / NC 220.00%0.00%0.00%Q1 2023Q2 20232
LINCOLN CAPITAL CORP 220.45%0.90%1.36%Q2 2023Q3 20232
KAYS FINANCIAL ADVISORY CORP /ADV 220.06%0.20%0.33%Q2 2020Q3 20202
ARGI Investment Services, LLC 110.01%0.13%0.25%Q4 2019Q4 20222
Willingdon Wealth Management 220.02%0.03%0.04%Q4 2017Q1 20182
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 220.00%0.00%0.00%Q2 2023Q3 20232
KINGS POINT CAPITAL MANAGEMENT 110.00%0.00%0.00%Q1 2018Q3 20192
Chicago Partners Investment Group LLC 220.02%0.09%0.16%Q2 2023Q3 20232
Guild Investment Management, Inc. 110.42%0.76%1.10%Q1 2019Q4 20222
Clarus Group, Inc. 220.31%0.36%0.41%Q2 2023Q3 20232
Quantitative Advantage, LLC 220.04%0.04%0.05%Q1 2022Q2 20222
TCTC Holdings, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
IBEX WEALTH ADVISORS 110.01%0.26%0.52%Q2 2020Q3 20212
Cardinal Point Capital Management ULC 220.06%0.06%0.07%Q4 2022Q1 20232
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.02%0.02%0.02%Q2 2022Q3 20222
Moisand Fitzgerald Tamayo, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Cerity Partners LLC 220.03%0.04%0.06%Q2 2023Q3 20232
ML & R WEALTH MANAGEMENT LLC 220.05%0.06%0.06%Q2 2023Q3 20232
InterOcean Capital Group, LLC 220.01%0.32%0.62%Q4 2022Q1 20232
Yakira Capital Management, Inc. 110.46%1.12%1.78%Q1 2023Q3 20232
ADVISOR PARTNERS II, LLC 220.13%0.15%0.16%Q3 2022Q4 20222
Graves Light Lenhart Wealth, Inc. 220.56%0.73%0.91%Q2 2023Q3 20232
EAGLE CAPITAL MANAGEMENT LLC 220.07%0.46%0.84%Q2 2023Q3 20232
Inspire Advisors, LLC 220.21%0.47%0.74%Q2 2023Q3 20232
Fiduciary Alliance LLC 220.03%0.06%0.10%Q2 2023Q3 20232
Mine & Arao Wealth Creation & Management, LLC. 220.01%0.01%0.01%Q2 2023Q3 20232
CarsonAllaria Wealth Management, Ltd. 110.00%0.01%0.03%Q4 2021Q3 20232
MADDEN SECURITIES Corp 110.09%0.22%0.35%Q2 2020Q4 20222
Allspring Global Investments Holdings, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
GHP Investment Advisors, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
LWMG, LLC 220.12%0.12%0.12%Q2 2023Q3 20232
BARCLAYS PLC 220.00%0.00%0.00%Q2 2023Q3 20232
Tortoise Investment Management, LLC 220.00%0.01%0.02%Q1 2023Q2 20232
Legacy Capital Wealth Partners, LLC 110.25%0.33%0.42%Q1 2023Q3 20232
O'Brien Greene & Co. Inc 220.75%2.53%4.30%Q2 2023Q3 20232
PFS Partners, LLC 220.06%0.06%0.07%Q2 2023Q3 20232
AXS Investments LLC 220.74%1.03%1.33%Q2 2023Q3 20232
Certified Advisory Corp 220.00%0.00%0.00%Q1 2020Q2 20202
CALDWELL SUTTER CAPITAL, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
Taylor & Morgan Wealth Management, LLC 220.24%0.27%0.30%Q1 2023Q2 20232
ACT Advisors, LLC. 1115.68%18.20%20.72%Q3 2022Q3 20232
Treasure Coast Financial Planning 220.40%3.81%7.23%Q2 2023Q3 20232
SYKON CAPITAL LLC 223.71%12.94%22.17%Q2 2023Q3 20232
Capital CS Group, LLC 220.92%1.24%1.56%Q2 2023Q3 20232
Procyon Advisors, LLC 220.01%0.02%0.02%Q1 2020Q2 20202
SkyOak Wealth, LLC 110.07%0.22%0.36%Q4 2022Q3 20232
SageView Advisory Group, LLC 220.04%0.04%0.05%Q2 2023Q3 20232
1832 Asset Management L.P. 220.00%0.00%0.00%Q1 2018Q2 20182
Carnegie Capital Asset Management, LLC 220.02%0.02%0.02%Q1 2018Q2 20182
Bridgewealth Advisory Group, LLC 220.68%6.48%12.28%Q2 2023Q3 20232
Auour Investments LLC 2213.15%13.46%13.76%Q2 2023Q3 20232
Fortune Financial Advisors, LLC 220.21%0.33%0.45%Q2 2023Q3 20232
Moss Adams Wealth Advisors LLC 220.00%0.00%0.00%Q4 2022Q1 20232
ADVISOR PARTNERS LLC 220.14%0.14%0.15%Q1 2022Q2 20222
Clio Asset Management LLC 225.57%7.15%8.72%Q2 2023Q3 20232
Madison Asset Management, LLC 220.29%0.32%0.35%Q4 2019Q1 20202
Ciovacco Capital Management LLC 220.29%0.42%0.56%Q1 2023Q2 20232
AMERICAN NATIONAL BANK 220.08%0.08%0.08%Q4 2021Q1 20222
Red Door Wealth Management, LLC 110.01%0.05%0.09%Q2 2021Q3 20232
Coppell Advisory Solutions Corp. 220.14%0.16%0.18%Q4 2022Q1 20232
Tyler-Stone Wealth Management 220.02%0.02%0.02%Q2 2023Q3 20232
Clarkston Capital Partners, LLC 220.01%0.01%0.02%Q4 2020Q1 20212
Tennessee Valley Asset Management Partners 220.33%0.33%0.34%Q2 2023Q3 20232
Prospect Hill Management, LLC 220.32%0.32%0.33%Q1 2023Q2 20232
GTS SECURITIES LLC 220.16%0.52%0.87%Q2 2023Q3 20232
PITTENGER & ANDERSON INC 220.00%0.00%0.00%Q2 2023Q3 20232
Constitution Capital LLC 220.40%0.42%0.43%Q4 2020Q1 20212
First Eagle Investment Management, LLC 220.08%0.08%0.08%Q2 2023Q3 20232
Platform Technology Partners 220.36%0.44%0.52%Q4 2019Q1 20202
B&D White Capital Company, LLC 220.07%0.08%0.08%Q2 2023Q3 20232
Vigilant Capital Management, LLC 220.02%0.03%0.03%Q3 2022Q4 20222
FineMark National Bank & Trust 220.03%0.04%0.04%Q1 2022Q2 20222
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Resurgent Financial Advisors LLC 220.03%0.03%0.04%Q4 2022Q1 20232
Redwood Investment Management, LLC 110.02%7.60%15.17%Q4 2018Q3 20232
25 LLC 220.01%0.03%0.06%Q1 2023Q2 20232
Savant Capital, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
Stonebridge Financial Planning Group, LLC 220.16%0.40%0.64%Q2 2023Q3 20232
Lunt Capital Management, Inc. 220.60%0.87%1.13%Q2 2023Q3 20232
Headlands Technologies LLC 220.14%1.95%3.76%Q1 2023Q2 20232
BEAM WEALTH ADVISORS, INC. 221.39%3.09%4.80%Q2 2023Q3 20232
Renasant Bank 220.52%0.52%0.53%Q4 2022Q1 20232
Wealthsimple US, Ltd. 225.56%5.95%6.34%Q4 2019Q1 20202
J2 Capital Management Inc 220.32%2.19%4.07%Q2 2023Q3 20232
JD Financial Services Inc. 220.58%0.59%0.61%Q4 2020Q1 20212
KilterHowling LLC 229.82%10.05%10.29%Q2 2023Q3 20232
Strategic Financial Concepts, LLC 221.31%2.13%2.94%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 2212.77%19.25%25.73%Q2 2023Q3 20232
CNB Bank 110.00%0.00%0.00%Q4 2020Q3 20212
Archford Capital Strategies, LLC 220.85%0.94%1.02%Q3 2018Q4 20182
WealthBridge Capital Management, LLC 220.12%0.13%0.14%Q4 2018Q1 20192
KEYBANK NATIONAL ASSOCIATION/OH 220.00%0.00%0.00%Q2 2023Q3 20232
FORVIS Wealth Advisors, LLC 220.05%0.06%0.07%Q3 2022Q4 20222
MERITAGE PORTFOLIO MANAGEMENT 220.02%0.02%0.03%Q2 2022Q3 20222
GUIDANCE CAPITAL, INC 221.61%1.70%1.79%Q2 2023Q3 20232
Global Assets Advisory, LLC 220.44%0.46%0.48%Q2 2023Q3 20232
WCG Wealth Advisors LLC 221.65%1.66%1.67%Q3 2022Q4 20222
City State Bank 220.00%0.00%0.00%Q2 2023Q3 20232
NEIRG Wealth Management, LLC 221.80%1.99%2.18%Q1 2023Q2 20232
Financial Sense Advisors, Inc. 220.16%0.64%1.12%Q2 2023Q3 20232
Ridgewood Investments LLC 220.01%0.01%0.01%Q1 2023Q2 20232
TOTAL INVESTMENT MANAGEMENT INC 220.27%0.36%0.46%Q2 2023Q3 20232
Wealth Quarterback LLC 220.02%0.06%0.11%Q4 2019Q1 20202
ISLAY CAPITAL MANAGEMENT, LLC 220.18%0.23%0.29%Q2 2023Q3 20232
CIBC BANK USA 220.04%0.06%0.07%Q2 2018Q3 20182
HHM Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
CONTINUUM WEALTH ADVISORS, LLC 220.19%3.40%6.62%Q2 2023Q3 20232
PRIVATE MANAGEMENT GROUP INC 220.12%0.20%0.29%Q2 2023Q3 20232
Wellington Shields Capital Management, LLC 220.29%0.35%0.42%Q2 2023Q3 20232
Carr Financial Group Corp 220.80%0.91%1.02%Q2 2023Q3 20232
Sandhill Capital Partners LLC 220.17%1.96%3.74%Q2 2023Q3 20232
Shepherd Financial Partners LLC 220.07%0.15%0.24%Q1 2023Q2 20232
Full Sail Capital, LLC 222.77%2.95%3.12%Q2 2023Q3 20232
CITIZENS FINANCIAL GROUP INC/RI 220.00%0.00%0.00%Q2 2019Q3 20192
American Trust 220.32%0.34%0.36%Q3 2022Q4 20222
FirstPurpose Wealth LLC 220.13%0.13%0.13%Q4 2022Q1 20232
Meridian Wealth Partners, LLC 110.00%0.01%0.02%Q4 2019Q1 20212
Schwab Charitable Fund 220.02%0.03%0.03%Q4 2022Q1 20232
Financial Network Wealth Management LLC 220.10%0.11%0.12%Q2 2023Q3 20232
Pinion Investment Advisors, LLC 110.44%0.49%0.54%Q4 2018Q4 20192
PFW Advisors LLC 221.85%1.92%1.99%Q2 2023Q3 20232
BTS Asset Management, Inc. 110.59%6.70%12.81%Q3 2022Q1 20232
PETERSON WEALTH MANAGEMENT 220.38%0.51%0.65%Q3 2020Q4 20202
BESSEMER GROUP INC 110.00%0.00%0.00%Q3 2020Q2 20212
REILLY FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q2 2019Q3 20202
Advisor OS, LLC 220.20%0.22%0.23%Q2 2023Q3 20232
TFC Financial Management, Inc. 220.17%0.38%0.59%Q4 2020Q1 20212
Bragg Financial Advisors, Inc 220.03%0.03%0.03%Q1 2023Q2 20232
Acuitas Investments, LLC 220.40%0.61%0.82%Q2 2023Q3 20232
Beaird Harris Wealth Management, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
TCP Asset Management, LLC 220.14%0.22%0.31%Q2 2023Q3 20232
OneAscent Financial Services LLC 220.11%0.12%0.14%Q2 2022Q3 20222
IAM Advisory, LLC 112.26%2.26%2.26%Q2 2021Q2 20211
Founders Capital Management 110.00%0.00%0.00%Q4 2017Q4 20171
Vivaldi Capital Management LP 119.66%9.66%9.66%Q1 2020Q1 20201
Lifeworks Advisors, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Cornerstone Investment Partners, LLC 110.81%0.81%0.81%Q3 2023Q3 20231
NEXPOINT ASSET MANAGEMENT, L.P. 110.19%0.19%0.19%Q2 2020Q2 20201
ARBOR CAPITAL MANAGEMENT INC /ADV 110.56%0.56%0.56%Q3 2022Q3 20221
Sanctuary Wealth Management, L.L.C. 118.54%8.54%8.54%Q3 2023Q3 20231
DRIVE WEALTH MANAGEMENT, LLC 110.25%0.25%0.25%Q1 2023Q1 20231
Gladstone Institutional Advisory LLC 110.06%0.06%0.06%Q2 2022Q2 20221
Secure Asset Management, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
WestEnd Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Worth Financial Advisory Group, LLC 110.19%0.19%0.19%Q3 2023Q3 20231
KOCH INDUSTRIES INC 118.48%8.48%8.48%Q4 2017Q4 20171
HB Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Sloy Dahl & Holst, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
OTA Financial Group L.P. 1121.03%21.03%21.03%Q1 2023Q1 20231
Dixon Hughes Goodman Wealth Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Price Capital Management, Inc. 1155.55%55.55%55.55%Q3 2022Q3 20221
SYMONS CAPITAL MANAGEMENT INC 110.14%0.14%0.14%Q2 2019Q2 20191
Loudon Investment Management, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Quent Capital, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
OneAscent Wealth Management LLC 110.83%0.83%0.83%Q1 2023Q1 20231
CORBETT ROAD CAPITAL MANAGEMENT, LLC 111.89%1.89%1.89%Q2 2022Q2 20221
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 110.00%0.00%0.00%Q1 2020Q1 20201
Glassman Wealth Services 110.00%0.00%0.00%Q3 2020Q3 20201
Family Asset Management, LLC 110.39%0.39%0.39%Q2 2023Q2 20231
Smith, Salley & Associates 110.12%0.12%0.12%Q3 2021Q3 20211
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.02%0.02%0.02%Q3 2023Q3 20231
Mattern Wealth Management LLC 110.13%0.13%0.13%Q2 2021Q2 20211
YHB Investment Advisors, Inc. 110.06%0.06%0.06%Q3 2023Q3 20231
HCR Wealth Advisors 110.23%0.23%0.23%Q3 2023Q3 20231
SHINE INVESTMENT ADVISORY SERVICES INC 110.00%0.00%0.00%Q3 2020Q3 20201
Portside Wealth Group, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Logan Stone Capital, LLC 113.90%3.90%3.90%Q3 2022Q3 20221
AllSquare Wealth Management LLC 110.00%0.00%0.00%Q1 2022Q1 20221
BluePath Capital Management, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
FAS Wealth Partners, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Sutton Wealth Advisors Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Cassaday & Co Wealth Management LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MACROVIEW INVESTMENT MANAGEMENT LLC 110.02%0.02%0.02%Q3 2023Q3 20231
WHITTIER TRUST CO OF NEVADA INC 110.00%0.00%0.00%Q1 2022Q1 20221
Cyndeo Wealth Partners, LLC 110.25%0.25%0.25%Q3 2023Q3 20231
UNIQUE WEALTH, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
KINGSWOOD WEALTH ADVISORS, LLC 110.08%0.08%0.08%Q2 2023Q2 20231
Cox Capital Mgt LLC 110.01%0.01%0.01%Q1 2020Q1 20201
GREAT LAKES ADVISORS, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Hedges Asset Management LLC 110.66%0.66%0.66%Q4 2021Q4 20211
Bristlecone Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Shulman DeMeo Asset Management LLC 111.29%1.29%1.29%Q4 2020Q4 20201
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 111.96%1.96%1.96%Q3 2023Q3 20231
Ranch Capital Advisors Inc. 113.73%3.73%3.73%Q3 2023Q3 20231
MORRIS FINANCIAL CONCEPTS, INC. 110.44%0.44%0.44%Q4 2022Q4 20221
Angeles Investment Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Echo45 Advisors LLC 110.32%0.32%0.32%Q4 2021Q4 20211
TUDOR INVESTMENT CORP ET AL 110.00%0.00%0.00%Q3 2023Q3 20231
Scissortail Wealth Management, LLC 110.25%0.25%0.25%Q4 2022Q4 20221
Glassy Mountain Advisors, Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
West Financial Advisors, LLC 110.35%0.35%0.35%Q3 2023Q3 20231
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Brookfield Asset Management 110.00%0.00%0.00%Q4 2018Q4 20181
Wealth Management Solutions, LLC 110.47%0.47%0.47%Q3 2023Q3 20231
Stokes Family Office, LLC 110.86%0.86%0.86%Q3 2023Q3 20231
Privium Fund Management (UK) Ltd 111.15%1.15%1.15%Q4 2020Q4 20201
NEXT Financial Holdings 111.58%1.58%1.58%Q1 2019Q1 20191
TD Capital Management LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Harvest Investment Services, LLC 110.33%0.33%0.33%Q4 2022Q4 20221
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Connectus Wealth, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
Strata Wealth Advisors, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
DMC Group, LLC 110.39%0.39%0.39%Q4 2021Q4 20211
AFAM CAPITAL, INC. 111.25%1.25%1.25%Q4 2017Q4 20171
NOESIS CAPITAL MANGEMENT CORP 110.05%0.05%0.05%Q3 2021Q3 20211
Strengthening Families & Communities, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
BALASA DINVERNO & FOLTZ LLC 110.13%0.13%0.13%Q1 2020Q1 20201
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q2 2019Q2 20191
TRUST CO OF VERMONT 110.04%0.04%0.04%Q1 2023Q1 20231
Financial Strategies Group, Inc. 110.25%0.25%0.25%Q4 2019Q4 20191
Solstein Capital, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Aurora Private Wealth, Inc. 110.26%0.26%0.26%Q3 2020Q3 20201
USA FINANCIAL FORMULAS 110.05%0.05%0.05%Q3 2023Q3 20231
Capital Planning Advisors, LLC 110.04%0.04%0.04%Q3 2019Q3 20191
Doyle Wealth Management 110.04%0.04%0.04%Q3 2022Q3 20221
Ferguson Shapiro LLC 111.88%1.88%1.88%Q1 2020Q1 20201
MCDONALD PARTNERS LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Arlington Trust Co LLC 112.42%2.42%2.42%Q3 2023Q3 20231
MTM Investment Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Annex Advisory Services, LLC 110.07%0.07%0.07%Q1 2019Q1 20191
Center for Financial Planning, Inc. 110.01%0.01%0.01%Q1 2020Q1 20201
Epstein & White Financial LLC 110.13%0.13%0.13%Q4 2018Q4 20181
CFS Investment Advisory Services, LLC 110.18%0.18%0.18%Q2 2021Q2 20211
ARMSTRONG ADVISORY GROUP, INC 110.00%0.00%0.00%Q3 2023Q3 20231
Simplicity Wealth,LLC 110.18%0.18%0.18%Q2 2023Q2 20231
SAXON INTERESTS, INC. 110.57%0.57%0.57%Q3 2023Q3 20231
Gould Capital, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Quaker Wealth Management, LLC 110.32%0.32%0.32%Q1 2023Q1 20231
MBM Wealth Consultants, LLC 110.04%0.04%0.04%Q2 2020Q2 20201
Hayden Royal, LLC 110.99%0.99%0.99%Q1 2020Q1 20201
HFG Advisors, Inc. 110.41%0.41%0.41%Q3 2023Q3 20231
Signify Wealth 112.50%2.50%2.50%Q3 2023Q3 20231
KICKSTAND VENTURES, LLC. 110.34%0.34%0.34%Q3 2023Q3 20231
MADISON INVESTMENT HOLDINGS INC 110.38%0.38%0.38%Q3 2019Q3 20191
Jump Financial, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Empirical Asset Management, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
Robertson Stephens Wealth Management, LLC 110.38%0.38%0.38%Q1 2020Q1 20201
Lutz Financial Services LLC 110.19%0.19%0.19%Q3 2020Q3 20201
MOTCO 110.00%0.00%0.00%Q1 2023Q1 20231
Choate Investment Advisors 112.76%2.76%2.76%Q3 2023Q3 20231
MACKAY SHIELDS LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Koss-Olinger Consulting, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
All Season Financial Advisors, Inc. 112.00%2.00%2.00%Q3 2022Q3 20221
PEAPACK GLADSTONE FINANCIAL CORP 110.00%0.00%0.00%Q3 2023Q3 20231
Malaga Cove Capital, LLC 111.17%1.17%1.17%Q2 2023Q2 20231
Ellis Investment Partners, LLC 110.06%0.06%0.06%Q1 2020Q1 20201
Crow Point Partners, LLC 110.20%0.20%0.20%Q4 2017Q4 20171
Reby Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
OLD MISSION CAPITAL, LLC 110.13%0.13%0.13%Q4 2020Q4 20201
Lake Point Wealth Management 110.00%0.00%0.00%Q2 2022Q2 20221
LITTLE HOUSE CAPITAL LLC 110.65%0.65%0.65%Q3 2023Q3 20231
Migdal Insurance & Financial Holdings Ltd. 110.00%0.00%0.00%Q1 2020Q1 20201
Cadent Capital Advisors, LLC 110.15%0.15%0.15%Q1 2021Q1 20211
StoneX Group Inc. 110.15%0.15%0.15%Q1 2023Q1 20231
CENTRAL TRUST Co 110.01%0.01%0.01%Q1 2023Q1 20231
Cascadia Advisory Services, LLC 110.28%0.28%0.28%Q2 2020Q2 20201
Rampart Investment Management Company, LLC 110.63%0.63%0.63%Q1 2020Q1 20201
Apriem Advisors 114.82%4.82%4.82%Q3 2023Q3 20231
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q1 2021Q1 20211
Kingdom Financial Group LLC. 110.64%0.64%0.64%Q2 2023Q2 20231
Constant Guidance Financial LLC 1146.33%46.33%46.33%Q3 2023Q3 20231
PRW Wealth Management LLC 110.08%0.08%0.08%Q2 2021Q2 20211
MCMILLION CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q4 2020Q4 20201
WASHINGTON TRUST BANK 110.05%0.05%0.05%Q1 2023Q1 20231
WorthPointe, LLC 110.14%0.14%0.14%Q4 2022Q4 20221
Maltin Wealth Management, Inc. 110.38%0.38%0.38%Q3 2023Q3 20231
Ellevest, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
REGENTATLANTIC CAPITAL LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Alpha Cubed Investments, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
Prosperity Wealth Management, Inc. 110.25%0.25%0.25%Q3 2023Q3 20231
CABANA LLC 110.01%0.01%0.01%Q2 2020Q2 20201
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q4 2021Q4 20211
MV CAPITAL MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2021Q3 20211
Oakworth Capital, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
CAROLINAS WEALTH CONSULTING LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Apella Capital, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
EA Series Trust 110.81%0.81%0.81%Q2 2023Q2 20231
Disciplined Investments, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Graypoint LLC 110.05%0.05%0.05%Q3 2022Q3 20221
Cercano Management LLC 110.26%0.26%0.26%Q2 2023Q2 20231
Activest Wealth Management 110.00%0.00%0.00%Q3 2023Q3 20231
Main Street Financial Solutions, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Prairie Sky Financial Group LLC 112.24%2.24%2.24%Q3 2023Q3 20231
EdgeRock Capital LLC 110.17%0.17%0.17%Q2 2023Q2 20231
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Wayfinding Financial, LLC 110.21%0.21%0.21%Q1 2023Q1 20231
HM PAYSON & CO 110.00%0.00%0.00%Q1 2022Q1 20221
Whitcomb & Hess, Inc. 110.17%0.17%0.17%Q2 2022Q2 20221
North Star Investment Management Corp. 110.00%0.00%0.00%Q4 2021Q4 20211
Regent Peak Wealth Advisors LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Urban Wealth Management, LLC 111.18%1.18%1.18%Q2 2022Q2 20221
Baltimore-Washington Financial Advisors, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Cassia Capital Partners, LLC 110.22%0.22%0.22%Q3 2021Q3 20211
SANDERS MORRIS HARRIS LLC 110.11%0.11%0.11%Q3 2022Q3 20221
ARROW FINANCIAL CORP 110.01%0.01%0.01%Q2 2021Q2 20211
Straight Path Wealth Management 110.17%0.17%0.17%Q1 2023Q1 20231
Value Monitoring, Inc. 1136.59%36.59%36.59%Q2 2018Q2 20181
Ironwood Investment Counsel, LLC 111.38%1.38%1.38%Q4 2022Q4 20221
FIDUCIENT ADVISORS LLC 111.94%1.94%1.94%Q3 2023Q3 20231
Texas Capital Bank Wealth Management Services Inc 110.40%0.40%0.40%Q4 2022Q4 20221
Paradigm, Strategies in Wealth Management, LLC 110.17%0.17%0.17%Q1 2021Q1 20211
ADVISORY RESEARCH INC 110.02%0.02%0.02%Q2 2018Q2 20181
SWMG, LLC 110.11%0.11%0.11%Q2 2023Q2 20231
Homrich & Berg 110.06%0.06%0.06%Q4 2020Q4 20201
PEDDOCK CAPITAL ADVISORS, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
NORTHERN TRUST CORP 110.00%0.00%0.00%Q4 2022Q4 20221
Accuvest Global Advisors 110.65%0.65%0.65%Q1 2023Q1 20231
Astoria Portfolio Advisors LLC. 111.02%1.02%1.02%Q3 2023Q3 20231
Karpus Management, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Phoenix Holdings Ltd. 110.07%0.07%0.07%Q2 2023Q2 20231
Formidable Asset Management, LLC 110.21%0.21%0.21%Q1 2019Q1 20191
Independent Advisor Alliance 110.39%0.39%0.39%Q4 2019Q4 20191
Hoover Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Sensible Financial Planning & Management, LLC. 110.31%0.31%0.31%Q2 2023Q2 20231
Arjuna Capital 110.00%0.00%0.00%Q2 2021Q2 20211
Crewe Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.42%0.42%0.42%Q2 2018Q2 20181
Pasadena Private Wealth, LLC 113.16%3.16%3.16%Q2 2023Q2 20231
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.04%0.04%0.04%Q4 2022Q4 20221
Northstar Advisory Group, LLC 116.34%6.34%6.34%Q3 2021Q3 20211
Evolution Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Questar Asset Management, Inc. 111.70%1.70%1.70%Q4 2018Q4 20181
BOK Financial Private Wealth, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
CAHILL FINANCIAL ADVISORS INC 110.04%0.04%0.04%Q3 2021Q3 20211
Global Financial Private Capital, Inc 111.01%1.01%1.01%Q2 2020Q2 20201
Envestnet Portfolio Solutions, Inc. 110.17%0.17%0.17%Q3 2023Q3 20231
REBALANCE, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Cardinal Point Wealth Management Partners, LLC 110.10%0.10%0.10%Q3 2022Q3 20221
Guardian Wealth Advisors, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
Sterling Investment Advisors, Ltd. 110.02%0.02%0.02%Q3 2021Q3 20211
Jenkins Wealth 1118.59%18.59%18.59%Q4 2022Q4 20221
Foothills Asset Management, Ltd. 110.26%0.26%0.26%Q1 2019Q1 20191
United Community Bank 110.16%0.16%0.16%Q3 2023Q3 20231
Sage Advisory Services, Ltd.Co. 110.14%0.14%0.14%Q4 2017Q4 20171
DRW Securities, LLC 110.05%0.05%0.05%Q4 2017Q4 20171
GERMAN AMERICAN BANCORP, INC. 110.06%0.06%0.06%Q3 2020Q3 20201
RFP Financial Group LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Consolidated Planning Corp 110.01%0.01%0.01%Q3 2021Q3 20211
PRUDENTIAL PLC 110.01%0.01%0.01%Q3 2023Q3 20231
Lifestyle Asset Management, Inc. 115.51%5.51%5.51%Q1 2023Q1 20231
Ascendant Capital Management, LLC 118.12%8.12%8.12%Q1 2023Q1 20231
3EDGE Asset Management, LP 110.09%0.09%0.09%Q3 2022Q3 20221
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Genesee Capital Advisors, LLC 112.26%2.26%2.26%Q2 2021Q2 20211
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Portfolio Strategies Inc 113.59%3.59%3.59%Q4 2017Q4 20171
Hibernia Wealth Partners, LLC 1110.89%10.89%10.89%Q3 2023Q3 20231
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
PVG ASSET MANAGEMENT CORP 1123.36%23.36%23.36%Q2 2023Q2 20231
Alaska Wealth Advisors 110.01%0.01%0.01%Q2 2023Q2 20231
Bell Bank 110.40%0.40%0.40%Q3 2023Q3 20231
HANSEATIC MANAGEMENT SERVICES INC 110.20%0.20%0.20%Q3 2020Q3 20201
Sanford Advisory Services, LLC 110.70%0.70%0.70%Q4 2022Q4 20221
GREENLEAF TRUST 110.00%0.00%0.00%Q1 2022Q1 20221
Wealth Advisory Solutions, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
Essex Financial Services, Inc. 110.05%0.05%0.05%Q3 2023Q3 20231
Austin Wealth Management, LLC 113.14%3.14%3.14%Q3 2023Q3 20231
STONEBRIDGE ADVISORS LLC 116.14%6.14%6.14%Q3 2023Q3 20231
Kinloch Capital, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Wedmont Private Capital 110.03%0.03%0.03%Q1 2023Q1 20231
Cypress Point Wealth Management, LLC 111.77%1.77%1.77%Q4 2020Q4 20201
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
EXENCIAL WEALTH ADVISORS, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
Relative Value Partners Group, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Compton Wealth Advisory Group, LLC 110.26%0.26%0.26%Q1 2021Q1 20211
Nelson Capital Management, LLC 110.10%0.10%0.10%Q3 2020Q3 20201
MARVIN & PALMER ASSOCIATES INC 110.53%0.53%0.53%Q1 2020Q1 20201
Burt Wealth Advisors 110.00%0.00%0.00%Q1 2020Q1 20201
FIRST FOUNDATION ADVISORS 110.01%0.01%0.01%Q2 2023Q2 20231
NBT BANK N A /NY 110.03%0.03%0.03%Q3 2023Q3 20231
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Schusterman Interests, LLC 110.74%0.74%0.74%Q3 2023Q3 20231
FLAGSTAR ADVISORS INC 110.16%0.16%0.16%Q3 2023Q3 20231
DRAVO BAY LLC 110.03%0.03%0.03%Q1 2022Q1 20221
HARVEST VOLATILITY MANAGEMENT LLC 110.00%0.00%0.00%Q1 2021Q1 20211
S.A. Mason LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Wela Strategies, Inc. 110.62%0.62%0.62%Q1 2020Q1 20201
CMC Financial Group 110.68%0.68%0.68%Q2 2019Q2 20191
Essex Savings Bank 110.02%0.02%0.02%Q2 2019Q2 20191
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Koesten, Hirschmann & Crabtree, INC. 110.08%0.08%0.08%Q1 2023Q1 20231
Strategic Investment Solutions, Inc. /IL 110.00%0.00%0.00%Q3 2023Q3 20231
Sather Financial Group Inc 110.33%0.33%0.33%Q2 2019Q2 20191
Silicon Hills Wealth Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
BB&T INVESTMENT SERVICES, INC. 110.05%0.05%0.05%Q4 2017Q4 20171
Wealthspire Advisors, L.P. 110.25%0.25%0.25%Q3 2020Q3 20201
Tempus Wealth Planning, LLC 1125.35%25.35%25.35%Q4 2019Q4 20191
Better Money Decisions, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Ascent Wealth Partners, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
IMA Wealth, Inc. 113.82%3.82%3.82%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.