SPDR SER TR shareholder history

Current and past SPDR SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Private Advisor Group, LLC 31310.00%0.06%0.10%Q1 2016Q3 202332
Raymond James Financial Services Advisors, Inc. 31310.00%0.01%0.04%Q1 2016Q3 202331
CITIGROUP INC 31310.00%0.01%0.03%Q1 2016Q3 202331
UBS Group AG 31310.01%0.04%0.07%Q1 2016Q3 202331
JPMORGAN CHASE & CO 31310.00%0.00%0.05%Q1 2016Q3 202331
FRANKLIN RESOURCES INC 31310.00%0.00%0.00%Q1 2016Q3 202331
Capital Advisors, Ltd. LLC 31310.03%0.06%0.11%Q1 2016Q3 202331
Creative Planning 31310.00%0.00%0.00%Q1 2016Q3 202331
MORGAN STANLEY 31310.01%0.03%0.05%Q1 2016Q3 202331
ROYAL BANK OF CANADA 31310.00%0.00%0.01%Q1 2016Q3 202331
US BANCORP \DE\ 31310.00%0.00%0.00%Q1 2016Q3 202331
BENJAMIN F. EDWARDS & COMPANY, INC. 31310.00%0.02%0.08%Q1 2016Q3 202331
BANK OF AMERICA CORP /DE/ 31310.02%0.03%0.06%Q1 2016Q3 202331
Eagle Ridge Investment Management 31310.16%0.64%1.38%Q1 2016Q3 202331
FIRST TRUST ADVISORS LP 31310.00%0.00%0.01%Q1 2016Q3 202331
ASSETMARK, INC 31310.07%0.23%0.45%Q1 2016Q3 202331
UNITED CAPITAL FINANCIAL ADVISORS, LLC 31310.01%0.02%0.04%Q1 2016Q3 202331
FMR LLC 31310.00%0.01%0.02%Q1 2016Q3 202331
WHITTIER TRUST CO OF NEVADA INC 31310.01%0.10%0.27%Q1 2016Q3 202331
Charles Schwab Investment Advisory, Inc. 31310.00%0.45%1.63%Q1 2016Q3 202331
Tortoise Investment Management, LLC 31310.11%0.26%0.72%Q1 2016Q3 202331
ST GERMAIN D J CO INC 2830.00%0.10%0.16%Q1 2016Q4 202331
WELLS FARGO & COMPANY/MN 31310.00%0.01%0.01%Q1 2016Q3 202331
WealthTrust Axiom LLC 31310.08%0.10%0.14%Q1 2016Q3 202331
BAILARD, INC. 31310.03%1.23%3.37%Q1 2016Q3 202331
Cambridge Investment Research Advisors, Inc. 31310.01%0.01%0.03%Q1 2016Q3 202331
PNC FINANCIAL SERVICES GROUP, INC. 31310.00%0.00%0.00%Q1 2016Q3 202331
RAYMOND JAMES & ASSOCIATES 31310.01%0.01%0.02%Q1 2016Q3 202331
HighTower Advisors, LLC 31310.00%0.03%0.07%Q1 2016Q3 202331
Betterment LLC 31310.27%1.16%2.26%Q1 2016Q3 202331
WHITTIER TRUST CO 31310.00%0.01%0.05%Q1 2016Q3 202331
ALESCO ADVISORS LLC 31310.03%0.06%0.09%Q1 2016Q3 202331
SYNOVUS FINANCIAL CORP 31310.01%0.02%0.04%Q1 2016Q3 202331
First Horizon Advisors, Inc. 31310.00%0.01%0.02%Q1 2016Q3 202331
LPL Financial LLC 31310.02%0.04%0.07%Q1 2016Q3 202331
ENVESTNET ASSET MANAGEMENT INC 31310.02%0.05%0.22%Q1 2016Q3 202331
CULLEN/FROST BANKERS, INC. 31310.04%0.19%0.39%Q1 2016Q3 202331
Fisher Asset Management, LLC 31310.10%0.24%0.46%Q1 2016Q3 202331
FIFTH THIRD BANCORP 2640.00%0.00%0.00%Q1 2016Q3 202330
IFP Advisors, Inc 17130.00%0.03%0.09%Q1 2016Q3 202330
Valmark Advisers, Inc. 30300.01%0.02%0.04%Q1 2016Q2 202330
Wealthcare Advisory Partners LLC 30300.14%2.03%8.75%Q2 2016Q3 202330
DAVENPORT & Co LLC 30300.01%0.01%0.03%Q1 2016Q2 202330
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2820.23%0.43%0.74%Q1 2016Q3 202330
STIFEL FINANCIAL CORP 30300.01%0.02%0.07%Q2 2016Q3 202330
Smithfield Trust Co 30300.02%0.04%0.08%Q1 2016Q2 202330
Sequoia Financial Advisors, LLC 29290.02%0.21%1.65%Q3 2016Q3 202329
BlackRock Inc. 29290.00%0.00%0.00%Q3 2016Q3 202329
BANK OF MONTREAL /CAN/ 2020.00%0.00%0.01%Q1 2016Q3 202329
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1640.17%1.23%3.94%Q1 2016Q3 202329
CWM, LLC 1650.00%0.05%0.74%Q1 2016Q3 202329
COMERICA BANK 2810.00%0.01%0.04%Q1 2016Q3 202329
ClearBridge Investments 29290.00%0.00%0.00%Q1 2016Q1 202329
SUSQUEHANNA INTERNATIONAL GROUP, LLP 810.00%0.00%0.01%Q1 2016Q3 202329
Baker Avenue Asset Management, LP 2540.00%0.06%0.10%Q1 2016Q3 202329
Horan Securities, Inc. 2270.08%1.20%3.30%Q1 2016Q2 202329
Advisory Services Network, LLC 2630.00%0.01%0.07%Q1 2016Q2 202329
Gradient Investments LLC 2620.01%0.04%0.09%Q1 2016Q3 202328
LEVEL FOUR ADVISORY SERVICES, LLC 28280.03%0.12%0.77%Q4 2016Q3 202328
AMERIPRISE FINANCIAL INC 28280.00%0.00%0.01%Q4 2016Q3 202328
Financial Engines Advisors L.L.C. 28280.05%1.03%7.16%Q4 2016Q3 202328
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 28280.03%0.34%0.77%Q4 2016Q3 202328
JANE STREET GROUP, LLC 1710.00%0.03%0.10%Q2 2016Q3 202328
McAdam, LLC 28280.54%1.33%1.84%Q4 2016Q3 202328
DELTA ASSET MANAGEMENT LLC/TN 2440.00%0.00%0.00%Q1 2016Q3 202328
Parallel Advisors, LLC 2610.00%0.00%0.01%Q4 2016Q3 202327
CONFLUENCE INVESTMENT MANAGEMENT LLC 27270.04%0.11%0.20%Q1 2016Q3 202227
PATTON ALBERTSON MILLER GROUP, LLC 27270.07%0.34%0.82%Q1 2016Q3 202227
Cetera Advisor Networks LLC 27270.01%0.01%0.02%Q1 2017Q3 202327
Crestwood Advisors Group, LLC 27270.09%0.38%1.24%Q1 2017Q3 202327
CAPRIN ASSET MANAGEMENT LLC /ADV 2250.01%0.80%4.35%Q1 2016Q4 202227
MML INVESTORS SERVICES, LLC 26260.02%0.03%0.07%Q2 2017Q3 202326
CAPTRUST FINANCIAL ADVISORS 1240.00%0.01%0.02%Q1 2016Q1 202326
Exchange Capital Management, Inc. 26260.05%0.23%0.57%Q2 2017Q3 202326
Alliance Wealth Management Group 26262.07%3.09%4.28%Q1 2017Q2 202326
Cordasco Financial Network 26260.10%0.19%0.52%Q1 2016Q2 202226
SRS Capital Advisors, Inc. 1070.12%1.05%1.91%Q4 2016Q3 202326
Brinker Capital Investments, LLC 25250.01%0.04%0.08%Q1 2016Q1 202225
1834 INVESTMENT ADVISORS CO 2410.02%0.04%0.07%Q1 2016Q2 202225
Norway Savings Bank 25250.02%0.08%0.12%Q4 2016Q4 202225
Diligent Investors, LLC 25250.10%0.19%0.30%Q3 2017Q3 202325
Versant Capital Management, Inc 24240.02%0.48%1.75%Q1 2018Q4 202324
AFT, FORSYTH & COMPANY, INC. 24240.37%0.60%0.88%Q4 2017Q3 202324
RWA WEALTH PARTNERS, LLC 24240.04%0.26%1.47%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.05%0.14%Q4 2017Q3 202324
Capital Analysts, LLC 2010.00%0.03%0.20%Q2 2016Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.09%0.45%Q4 2017Q3 202324
HBK Sorce Advisory LLC 2210.05%0.39%1.18%Q4 2016Q3 202324
New Potomac Partners, LLC 24240.18%1.66%2.52%Q4 2017Q3 202324
WealthShield Partners, LLC 24240.01%0.20%0.67%Q4 2017Q3 202324
Transamerica Financial Advisors, Inc. 1610.00%0.25%1.67%Q1 2016Q3 202324
RITHOLTZ WEALTH MANAGEMENT 2310.03%2.98%4.85%Q4 2016Q4 202224
Founders Capital Management 13110.04%0.07%0.11%Q1 2017Q2 202324
SAGE FINANCIAL GROUP INC 2010.06%0.66%1.26%Q4 2016Q3 202323
Global Retirement Partners, LLC 1060.01%0.06%1.01%Q2 2017Q3 202323
OPTIMUM INVESTMENT ADVISORS 23230.01%0.02%0.02%Q1 2018Q3 202323
WEALTHCARE CAPITAL MANAGEMENT LLC 1710.01%0.50%1.48%Q1 2016Q4 202223
GenTrust, LLC 2120.03%0.35%1.06%Q4 2016Q1 202323
NWAM LLC 13100.02%0.12%0.20%Q4 2016Q2 202323
BSW Wealth Partners 1940.06%1.52%2.64%Q1 2016Q1 202223
DEUTSCHE BANK AG\ 23230.00%0.00%0.00%Q1 2018Q3 202323
FLAGSHIP HARBOR ADVISORS, LLC 22220.00%0.03%0.08%Q2 2018Q3 202322
BLAIR WILLIAM & CO/IL 2020.00%0.00%0.01%Q2 2016Q3 202322
Taylor Hoffman Wealth Management 1840.10%0.15%0.23%Q4 2017Q3 202322
Geneos Wealth Management Inc. 1810.00%0.00%0.01%Q1 2016Q4 202222
Icon Wealth Partners, LLC 1930.03%0.15%0.62%Q4 2017Q3 202322
IHT Wealth Management, LLC 1660.00%0.08%0.32%Q4 2016Q3 202322
First Heartland Consultants, Inc. 22220.10%0.22%0.36%Q1 2016Q2 202122
CX Institutional 22220.35%1.31%1.85%Q2 2018Q3 202322
TWIN FOCUS CAPITAL PARTNERS, LLC 940.04%0.10%0.18%Q2 2017Q3 202322
Towercrest Capital Management 22221.20%1.89%2.55%Q2 2018Q3 202322
Blume Capital Management, Inc. 21210.01%0.04%0.05%Q2 2016Q2 202121
SADOFF INVESTMENT MANAGEMENT LLC 21210.17%0.25%0.34%Q3 2017Q3 202221
Diversified Trust Co 21210.02%0.04%0.07%Q1 2016Q1 202121
Covington Capital Management 21210.00%0.00%0.00%Q3 2017Q3 202221
Community Bank, N.A. 21210.00%0.01%0.01%Q1 2016Q1 202121
C-J Advisory, Inc. 21210.37%0.60%0.89%Q3 2016Q3 202121
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.05%Q3 2018Q3 202321
BBVA USA Bancshares, Inc. 21210.03%0.11%0.22%Q1 2016Q1 202121
Hanson & Doremus Investment Management 710.00%0.02%0.07%Q3 2016Q3 202320
JFS WEALTH ADVISORS, LLC 20200.16%1.07%2.82%Q4 2018Q3 202320
Beaumont Financial Partners, LLC 1550.04%0.24%1.56%Q4 2016Q3 202220
Wealthfront Advisers LLC 20201.00%2.31%4.10%Q4 2018Q3 202320
Paulson Wealth Management Inc. 20200.13%0.70%1.19%Q4 2017Q3 202220
Cetera Advisors LLC 1110.01%0.03%0.09%Q1 2016Q3 202320
Laurel Wealth Advisors LLC 20200.01%0.07%0.31%Q4 2018Q3 202320
Steward Partners Investment Advisory, LLC 1640.00%0.00%0.01%Q4 2017Q3 202320
One Capital Management, LLC 20200.17%0.52%1.60%Q4 2018Q3 202320
Barrett Asset Management, LLC 20200.00%0.00%0.00%Q4 2016Q3 202120
HHM Wealth Advisors, LLC 20200.20%0.59%0.86%Q4 2018Q3 202320
Evensky & Katz LLC 19190.04%0.14%0.26%Q1 2019Q3 202319
SIGNATUREFD, LLC 1130.00%0.00%0.00%Q3 2018Q3 202319
NEXT Financial Group, Inc 1110.01%0.03%0.06%Q1 2016Q4 202119
Lenox Wealth Advisors, LLC 19190.00%0.01%0.05%Q3 2017Q1 202219
First Allied Advisory Services, Inc. 19190.03%0.05%0.13%Q1 2016Q3 202019
HM PAYSON & CO 1180.01%0.03%0.07%Q1 2016Q4 202019
American Portfolios Advisors 1720.00%0.00%0.01%Q4 2017Q3 202219
Westover Capital Advisors, LLC 19190.26%0.47%0.76%Q3 2017Q1 202219
Curbstone Financial Management Corp 19190.13%0.22%0.34%Q1 2018Q3 202219
NICOLET ADVISORY SERVICES, LLC 19190.11%0.85%2.04%Q1 2019Q3 202319
Rockefeller Capital Management L.P. 19190.00%0.00%0.01%Q1 2019Q3 202319
Successful Portfolios LLC 19190.12%0.21%0.32%Q4 2017Q2 202219
ALPHA WINDWARD LLC 19190.96%1.16%1.50%Q1 2016Q3 202019
NewEdge Advisors, LLC 1630.00%0.01%0.08%Q1 2018Q2 202319
Renaissance Technologies 910.00%0.01%0.02%Q4 2017Q2 202318
Ancora Advisors LLC 1410.00%0.01%0.02%Q4 2016Q2 202318
Parkside Investments, LLC 1530.12%0.44%1.02%Q2 2017Q2 202218
JUNCTURE WEALTH STRATEGIES, LLC 940.10%0.24%0.45%Q1 2018Q4 202318
Private Capital Group, LLC 18180.04%0.05%0.08%Q4 2017Q1 202218
Apollon Wealth Management, LLC 18180.01%0.59%1.80%Q4 2018Q1 202318
FORVIS Wealth Advisors, LLC 1110.03%0.10%0.27%Q1 2016Q3 202318
StrategIQ Financial Group, LLC 17170.05%0.09%0.14%Q3 2019Q3 202317
Invst, LLC 1340.43%0.87%2.43%Q2 2017Q3 202317
PARK AVENUE SECURITIES LLC 17170.02%0.07%0.19%Q3 2019Q3 202317
Larson Financial Group LLC 17170.00%0.01%0.03%Q3 2019Q3 202317
Vista Private Wealth Partners. LLC 1430.10%0.34%1.11%Q3 2017Q4 202117
Dynamic Advisor Solutions LLC 1430.02%0.04%0.05%Q2 2019Q3 202317
Westside Investment Management, Inc. 1510.00%0.00%0.00%Q4 2018Q3 202317
FARMERS & MERCHANTS INVESTMENTS INC 17170.00%0.00%0.00%Q2 2019Q2 202317
Aptus Capital Advisors, LLC 17170.00%0.00%0.01%Q3 2019Q3 202317
MISSION WEALTH MANAGEMENT, LP 1610.01%0.02%0.04%Q2 2018Q2 202317
Burt Wealth Advisors 16160.03%0.23%0.44%Q2 2018Q1 202216
LADENBURG THALMANN FINANCIAL SERVICES INC. 16160.02%0.02%0.05%Q1 2016Q4 201916
TRUIST FINANCIAL CORP 16160.01%0.02%0.02%Q4 2019Q3 202316
SENTINEL PENSION ADVISORS INC 16160.06%0.13%0.20%Q4 2019Q3 202316
FMA ADVISORY INC 1510.47%0.66%0.88%Q1 2017Q1 202116
Pacific Edge Advisors, LLC 16161.24%2.15%4.44%Q4 2017Q3 202116
Wealthspire Advisors, LLC 1510.00%0.10%0.19%Q4 2018Q3 202316
Paragon Capital Management Ltd 810.02%0.16%0.26%Q2 2016Q4 202116
FIRST NATIONAL CORP /MA/ /ADV 16160.15%0.74%6.09%Q4 2019Q3 202316
Citadel Advisors 610.00%0.00%0.01%Q3 2016Q3 202316
PETERSON WEALTH MANAGEMENT 16160.30%0.50%0.64%Q4 2019Q3 202316
Moors & Cabot, Inc. 930.03%0.05%0.07%Q1 2016Q3 202316
Dorsey & Whitney Trust CO LLC 970.02%0.10%0.15%Q1 2017Q3 202316
FAS Wealth Partners, Inc. 16160.02%0.23%0.41%Q4 2018Q3 202216
SEI INVESTMENTS CO 1220.00%0.01%0.12%Q2 2016Q3 202216
Clear Perspective Advisors, LLC 1420.10%0.98%1.34%Q4 2016Q4 202016
BALLAST ADVISORS LLC 16160.02%0.04%0.08%Q4 2019Q3 202316
COLONY GROUP LLC 16160.01%0.02%0.07%Q4 2019Q3 202316
NewSquare Capital LLC 840.00%1.58%7.57%Q1 2016Q4 202216
KEYBANK NATIONAL ASSOCIATION/OH 16160.00%0.00%0.00%Q4 2019Q3 202316
SteelPeak Wealth, LLC 16160.11%0.22%0.29%Q4 2019Q3 202316
Merriman Wealth Management, LLC 1310.05%0.17%0.53%Q4 2016Q4 202116
Financial Architects, Inc 15150.00%0.02%0.06%Q4 2016Q2 202015
Old Port Advisors 1410.07%0.14%0.20%Q2 2018Q1 202215
OSAIC HOLDINGS, INC. 15150.02%0.02%0.03%Q1 2020Q3 202315
Moser Wealth Advisors, LLC 1321.19%1.40%1.68%Q4 2019Q3 202315
ROPES WEALTH ADVISORS LLC 1410.01%0.02%0.02%Q1 2016Q4 202015
SNS Financial Group, LLC 1410.03%0.06%0.10%Q4 2018Q3 202215
SUNTRUST BANKS INC 15150.02%0.04%0.05%Q1 2016Q3 201915
Orion Portfolio Solutions, LLC 1230.01%0.05%0.48%Q4 2019Q3 202315
Advisor Group, Inc. 15150.01%0.03%0.08%Q2 2016Q4 201915
JAMES INVESTMENT RESEARCH INC 15150.00%0.00%0.00%Q2 2017Q4 202015
Leisure Capital Management 1410.11%0.26%1.20%Q4 2016Q1 202215
Clearstead Advisors, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
UBS ASSET MANAGEMENT AMERICAS INC 15150.00%0.02%0.03%Q1 2016Q3 201915
Qube Research & Technologies Ltd 1230.00%0.22%1.44%Q4 2019Q3 202315
BB&T SECURITIES, LLC 15150.01%0.05%0.11%Q1 2016Q3 201915
Syntal Capital Partners, LLC 950.08%0.42%0.73%Q1 2016Q3 201914
HARVEST CAPITAL MANAGEMENT INC 14140.10%0.21%0.48%Q1 2016Q2 201914
MERCER GLOBAL ADVISORS INC /ADV 1310.00%0.00%0.01%Q1 2020Q3 202314
Arden Trust Co 14140.00%0.25%0.50%Q1 2020Q2 202314
Stratos Wealth Advisors, LLC 950.03%0.16%0.28%Q4 2018Q3 202314
Evercore Wealth Management, LLC 14140.01%0.01%0.02%Q1 2016Q2 201914
Cornerstone Wealth Group, LLC 14140.21%0.35%0.48%Q2 2020Q3 202314
Dakota Wealth Management 1310.01%0.06%0.12%Q1 2019Q3 202314
FLOW TRADERS U.S. LLC 410.03%0.42%1.22%Q3 2016Q3 202314
Realta Investment Advisors 820.01%0.06%0.13%Q1 2019Q3 202314
Mariner, LLC 1220.01%0.02%0.04%Q2 2018Q3 202314
Cetera Investment Advisers 14140.02%0.04%0.06%Q2 2020Q3 202314
Omega Financial Group, LLC 810.09%0.63%1.40%Q4 2018Q3 202314
VALICENTI ADVISORY SERVICES INC 14140.08%0.31%0.58%Q3 2016Q4 201914
Blue Chip Partners, LLC 1310.03%0.08%0.13%Q2 2018Q4 202114
Johnson Financial Group, LLC 710.07%0.37%2.42%Q4 2018Q3 202314
Bison Wealth, LLC 1120.01%0.03%0.08%Q4 2019Q3 202313
Allworth Financial LP 1110.00%0.05%0.11%Q4 2016Q3 202313
Pictet North America Advisors SA 13130.04%0.05%0.08%Q1 2016Q1 201913
Leelyn Smith, LLC 13130.00%0.00%0.01%Q4 2019Q4 202213
BANQUE PICTET & CIE SA 13130.01%0.01%0.01%Q1 2016Q1 201913
JFG Wealth Management, LLC 910.07%0.81%5.62%Q4 2018Q3 202313
TD Capital Management LLC 13130.00%0.00%0.00%Q4 2018Q4 202113
AE Wealth Management LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
FSA Wealth Management LLC 13130.32%2.33%3.63%Q4 2019Q4 202213
Kestra Advisory Services, LLC 13130.00%0.01%0.04%Q3 2020Q3 202313
MILLENNIUM MANAGEMENT LLC 910.00%0.00%0.01%Q2 2016Q4 202213
Prestige Wealth Management Group LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Inscription Capital, LLC 13130.03%0.07%0.12%Q3 2020Q3 202313
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1030.00%0.00%0.00%Q3 2016Q4 201913
Glenview Trust Co 13130.01%0.02%0.03%Q3 2019Q3 202213
GOLDMAN SACHS GROUP INC 1110.00%0.00%0.00%Q4 2017Q3 202312
LVW Advisors, LLC 12120.08%0.15%0.55%Q2 2016Q1 201912
Bartlett & Co. LLC 840.00%0.00%0.00%Q4 2020Q4 202312
ONE Advisory Partners, LLC 12120.44%1.90%3.94%Q3 2020Q2 202312
OARSMAN CAPITAL, INC. 820.09%0.10%0.12%Q3 2019Q1 202312
UMB Bank, n.a. 1020.00%0.01%0.03%Q1 2016Q1 202212
BROWN BROTHERS HARRIMAN & CO 12120.00%0.00%0.00%Q2 2020Q1 202312
EPG Wealth Management LLC 1020.08%0.22%0.62%Q1 2020Q3 202312
Patten Group, Inc. 12120.01%0.01%0.02%Q1 2016Q4 201812
Advisor OS, LLC 1110.16%0.46%0.78%Q2 2020Q3 202312
Bank of New York Mellon Corp 610.00%0.00%0.00%Q1 2016Q1 202212
Parallax Volatility Advisers, L.P. 12120.00%0.00%0.00%Q3 2016Q2 201912
Oakwell Private Wealth Management, LLC 12120.12%0.22%0.36%Q4 2020Q3 202312
1900 WEALTH MANAGEMENT LLC 12120.22%0.75%1.20%Q4 2020Q3 202312
Mutual Advisors, LLC 750.01%0.02%0.03%Q2 2020Q3 202312
Prospera Financial Services Inc 530.01%0.78%4.76%Q1 2016Q1 202312
Citizens National Bank Trust Department 12120.07%0.10%0.14%Q4 2020Q3 202312
Ironwood Wealth Management, LLC. 12120.00%0.08%0.24%Q4 2020Q3 202312
WEALTHSOURCE PARTNERS, LLC 12120.02%0.26%0.49%Q4 2020Q3 202312
CEDAR HILL ASSOCIATES, LLC 12120.33%0.55%0.88%Q1 2016Q4 201812
FOCUS Wealth Advisors, LLC 12120.32%0.36%0.42%Q4 2020Q3 202312
Integrated Wealth Concepts LLC 12120.01%0.09%0.81%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.06%0.22%0.55%Q4 2020Q3 202312
OLD MISSION CAPITAL LLC 410.01%0.11%0.39%Q2 2017Q1 202312
REILLY FINANCIAL ADVISORS, LLC 11110.00%0.00%0.00%Q2 2019Q4 202111
Savant Capital, LLC 11110.02%0.05%0.10%Q1 2020Q3 202211
Capital Asset Advisory Services LLC 11110.00%0.00%0.00%Q4 2019Q2 202211
PINNACLE ASSOCIATES LTD 1010.00%0.00%0.01%Q2 2017Q4 202111
ASSOCIATED BANC-CORP 11110.01%0.02%0.02%Q3 2019Q1 202211
Harborview Advisors, LLC 11110.68%0.91%1.14%Q1 2019Q3 202111
FDx Advisors, Inc. 11110.01%0.17%0.34%Q1 2016Q3 201811
BRINKER CAPITAL INC 11110.51%0.80%0.96%Q1 2016Q3 201811
BDO Wealth Advisors, LLC 650.00%0.00%0.00%Q4 2018Q2 202211
RMB Capital Management, LLC 710.01%0.19%0.41%Q1 2016Q4 201911
WEALTHFRONT Corp 11111.84%3.41%4.74%Q1 2016Q3 201811
Avion Wealth 1010.00%0.00%0.03%Q1 2020Q3 202311
GREAT VALLEY ADVISOR GROUP, INC. 11110.01%0.11%0.23%Q1 2021Q3 202311
Sigma Investment Management Co 11110.78%0.97%2.40%Q2 2016Q4 201811
Procyon Advisors, LLC 11110.10%0.26%0.41%Q1 2020Q3 202211
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 11110.02%0.03%0.04%Q4 2018Q2 202111
Personal Wealth Partners 11110.32%0.38%0.43%Q3 2019Q1 202211
Sigma Planning Corp 11110.01%0.01%0.02%Q1 2020Q3 202211
Alaska Wealth Advisors 830.02%0.04%0.06%Q1 2020Q3 202311
WEBSTER BANK, N. A. 11110.00%0.00%0.00%Q2 2017Q4 201911
PRELUDE CAPITAL MANAGEMENT, LLC 610.00%0.17%0.67%Q1 2017Q1 202111
ADIRONDACK TRUST CO 11110.03%0.04%0.04%Q1 2021Q3 202311
FINANCIAL CONSULATE, INC 11110.10%0.67%0.94%Q4 2016Q2 201911
Hennion & Walsh Asset Management, Inc. 11110.02%0.24%0.82%Q1 2021Q3 202311
TRUEWEALTH LLC 11110.06%0.10%0.17%Q4 2017Q2 202011
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
TCI Wealth Advisors, Inc. 710.00%0.01%0.08%Q2 2018Q3 202211
Perigon Wealth Management, LLC 310.00%0.02%0.05%Q1 2018Q3 202310
Wealth Alliance 10100.17%0.23%0.32%Q1 2021Q2 202310
CFS Investment Advisory Services, LLC 910.21%0.49%0.76%Q4 2020Q3 202310
First Affirmative Financial Network 10100.36%0.78%1.02%Q3 2021Q4 202310
Global Wealth Management Investment Advisory, Inc. 820.03%0.04%0.05%Q3 2020Q3 202310
COUNTRY TRUST BANK 640.01%0.01%0.02%Q1 2016Q3 201810
LITTLE HOUSE CAPITAL LLC 10100.23%0.33%0.48%Q2 2021Q3 202310
Trust Co 730.07%0.28%0.39%Q1 2016Q3 201810
MASSMUTUAL TRUST CO FSB/ADV 10100.01%0.03%0.05%Q3 2020Q4 202210
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 520.00%0.00%0.00%Q1 2020Q3 202310
AdvicePeriod, LLC 10100.15%0.48%0.84%Q4 2017Q1 202010
LINCOLN NATIONAL CORP 910.01%0.01%0.01%Q3 2019Q1 202210
Huber Financial Advisors, LLC 10100.35%0.48%0.99%Q4 2017Q1 202010
One Wealth Advisors, LLC 640.38%1.74%3.64%Q1 2021Q3 202310
Wealth Alliance Advisory Group, LLC 10100.20%1.33%3.16%Q4 2017Q1 202010
REGIONS FINANCIAL CORP 520.00%0.01%0.03%Q4 2017Q1 202310
Hefty Wealth Partners 10101.53%2.00%2.57%Q4 2015Q1 201810
HARBOUR INVESTMENTS, INC. 640.01%0.02%0.05%Q1 2021Q3 202310
MARINER INDEPENDENT ADVISOR NETWORK, LLC 10100.03%0.21%0.33%Q2 2020Q3 202210
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 10100.01%0.20%0.32%Q4 2018Q1 202110
Baystate Wealth Management LLC 550.00%0.00%0.01%Q4 2016Q2 202310
Crabel Capital Management, LLC 730.10%0.39%0.79%Q3 2020Q2 202310
Aveo Capital Partners, LLC 610.09%0.37%0.84%Q2 2019Q3 20239
Continuum Advisory, LLC 720.04%0.09%0.25%Q4 2018Q3 20239
Independent Wealth Network Inc. 990.60%0.64%0.71%Q3 2021Q3 20239
Brio Consultants, LLC 990.16%0.45%0.59%Q2 2020Q2 20229
Pinnacle Advisory Group, Inc. 990.02%0.02%0.04%Q4 2016Q4 20189
TRANSCEND CAPITAL ADVISORS, LLC 610.02%0.11%0.20%Q4 2020Q2 20239
Ellevest, Inc. 710.00%0.00%0.01%Q3 2019Q3 20229
Kingsview Wealth Management, LLC 990.04%0.08%0.12%Q2 2017Q2 20199
CWA Asset Management Group, LLC 630.02%0.29%1.84%Q3 2020Q4 20229
ProVise Management Group, LLC 540.02%0.03%0.05%Q2 2018Q1 20229
Sowell Financial Services LLC 720.00%0.03%0.17%Q4 2018Q1 20219
LIBERTY WEALTH MANAGEMENT LLC 540.00%0.05%0.16%Q2 2019Q3 20219
Stratos Wealth Partners, LTD. 310.00%0.07%0.48%Q4 2017Q2 20229
Paracle Advisors, LLC 540.07%0.10%0.14%Q4 2018Q1 20219
Belpointe Asset Management LLC 320.01%0.01%0.02%Q3 2019Q1 20239
BUCKINGHAM STRATEGIC WEALTH, LLC 630.00%0.01%0.03%Q4 2019Q2 20229
MEEDER ASSET MANAGEMENT INC 610.00%0.26%2.28%Q4 2017Q3 20229
Jacobi Capital Management LLC 990.00%0.00%0.00%Q2 2016Q2 20189
55I, LLC 990.20%0.52%0.97%Q1 2020Q1 20229
Ascent Group, LLC 880.03%0.09%0.14%Q4 2021Q3 20238
CPWM, LLC 710.07%0.09%0.10%Q3 2012Q2 20158
PFG Advisors 610.02%0.04%0.06%Q1 2021Q3 20238
TRUST CO OF VERMONT 710.00%0.02%0.03%Q4 2016Q2 20238
1620 INVESTMENT ADVISORS, INC. 880.34%0.45%0.52%Q4 2021Q3 20238
Goodman Advisory Group, LLC 880.01%3.50%9.17%Q4 2021Q3 20238
OPPENHEIMER & CO INC 440.01%0.03%0.07%Q1 2016Q4 20218
Independence Advisors, LLC 880.21%0.25%0.30%Q4 2018Q3 20208
Covenant Multifamily Offices, LLC 410.04%0.11%0.19%Q2 2019Q3 20218
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 880.01%0.06%0.11%Q4 2021Q3 20238
Raleigh Capital Management Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Newbridge Financial Services Group, Inc. 880.00%0.00%0.00%Q3 2021Q2 20238
Whitegate Investment Counselors, Inc. 710.05%0.08%0.10%Q4 2016Q2 20228
Friedenthal Financial 880.35%0.39%0.42%Q4 2021Q3 20238
USCA RIA LLC 880.02%0.03%0.06%Q3 2019Q2 20218
Waypoint Capital Advisors, LLC 880.11%0.14%0.21%Q4 2021Q3 20238
Aquire Wealth Advisors, LLC 882.28%3.54%4.79%Q4 2021Q3 20238
Mosaic Family Wealth, LLC 530.00%0.00%0.01%Q4 2015Q1 20198
Stokes Family Office, LLC 880.06%0.31%0.51%Q4 2021Q3 20238
TWO SIGMA SECURITIES, LLC 210.00%0.08%0.40%Q2 2016Q3 20238
Detalus Advisors, LLC 710.23%0.34%0.46%Q4 2020Q2 20238
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
FIRETHORN WEALTH PARTNERS, LLC 620.23%0.52%1.00%Q1 2021Q2 20238
Revolve Wealth Partners, LLC 882.57%3.02%3.77%Q4 2021Q3 20238
Cypress Wealth Services, LLC 880.08%0.39%0.77%Q4 2021Q3 20238
CAMBRIDGE TRUST CO 880.00%0.00%0.00%Q4 2021Q3 20238
Keudell/Morrison Wealth Management 880.12%0.31%0.90%Q1 2020Q4 20218
Baird Financial Group, Inc. 420.00%0.00%0.01%Q1 2016Q1 20208
Valeo Financial Advisors, LLC 610.00%0.01%0.02%Q3 2018Q1 20228
FIRST NATIONAL TRUST CO 770.01%0.02%0.03%Q2 2020Q4 20217
DERBY & COMPANY, INC 770.64%0.74%0.89%Q1 2020Q3 20217
FIFTH THIRD SECURITIES, INC. 410.08%0.18%0.37%Q2 2017Q3 20237
Commonwealth Equity Services, Inc 770.39%0.46%0.51%Q1 2016Q3 20177
Facet Wealth, Inc. 610.03%0.19%0.78%Q1 2021Q3 20237
CATALYST PRIVATE WEALTH, LLC 430.13%0.60%1.44%Q3 2020Q2 20227
WASHINGTON TRUST Co 770.00%0.00%0.00%Q1 2022Q3 20237
Magnus Financial Group LLC 610.03%0.07%0.10%Q4 2018Q2 20227
Bank of New Hampshire 770.04%0.04%0.04%Q1 2022Q3 20237
Wealth CMT 770.50%2.40%5.32%Q4 2021Q2 20237
SWS Partners 510.85%1.21%1.67%Q3 2019Q3 20237
EverSource Wealth Advisors, LLC 770.00%0.01%0.02%Q1 2022Q3 20237
Financial Council Asset Management Inc 770.27%1.77%3.06%Q3 2021Q1 20237
SeaCrest Wealth Management, LLC 610.00%0.02%0.04%Q4 2017Q2 20227
Eagle Strategies LLC 770.06%0.21%0.45%Q4 2021Q2 20237
Avidian Wealth Solutions, LLC 430.02%0.29%1.27%Q4 2021Q3 20237
Ameritas Investment Partners, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Charles Schwab Trust Co 770.15%0.21%0.30%Q1 2020Q3 20217
STATE OF WISCONSIN INVESTMENT BOARD 770.02%0.03%0.06%Q1 2022Q3 20237
Apriem Advisors 610.03%0.08%0.13%Q1 2016Q2 20187
L.M. KOHN & COMPANY 770.14%0.19%0.24%Q1 2022Q3 20237
Cooper Financial Group 770.06%0.10%0.13%Q1 2022Q3 20237
Greenwich Investment Management, Inc. 770.27%0.44%0.56%Q1 2017Q3 20187
MATHER GROUP, LLC. 770.04%0.10%0.15%Q1 2022Q3 20237
SAWGRASS ASSET MANAGEMENT LLC 770.07%0.08%0.09%Q1 2022Q3 20237
Modera Wealth Management, LLC 770.02%0.06%0.10%Q4 2020Q2 20227
Regal Investment Advisors LLC 210.02%0.06%0.13%Q4 2017Q3 20237
W ADVISORS, LLC 770.21%0.83%2.67%Q4 2021Q2 20237
AT Bancorp 770.05%0.07%0.08%Q1 2016Q3 20177
Accel Wealth Management 770.02%0.03%0.04%Q4 2020Q2 20227
Parcion Private Wealth LLC 770.07%1.04%2.45%Q1 2022Q3 20237
High Falls Advisors, Inc 770.10%0.29%0.44%Q4 2021Q2 20237
Addison Advisors LLC 610.02%0.10%0.16%Q4 2020Q3 20227
Lucia Wealth Services, LLC 770.14%0.21%0.25%Q3 2018Q1 20207
THRIVENT FINANCIAL FOR LUTHERANS 770.00%0.00%0.01%Q1 2022Q3 20237
Northwest Bancshares, Inc. 770.08%0.29%0.49%Q2 2020Q4 20217
Carroll Financial Associates, Inc. 430.00%0.00%0.00%Q1 2016Q4 20197
M&T BANK CORP 430.00%0.00%0.01%Q1 2016Q2 20227
Western Wealth Management, LLC 430.01%0.03%0.06%Q4 2020Q3 20227
Founders Financial Alliance, LLC 610.02%0.02%0.05%Q3 2020Q3 20237
HUNTINGTON NATIONAL BANK 610.00%0.00%0.00%Q2 2019Q2 20237
Beacon Pointe Advisors, LLC 770.04%0.06%0.09%Q1 2022Q3 20237
Bogart Wealth, LLC 610.00%0.00%0.00%Q1 2020Q4 20227
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 220.00%0.12%0.22%Q1 2016Q4 20186
JNBA Financial Advisors 660.00%0.00%0.00%Q1 2021Q2 20226
HERITAGE WEALTH MANAGEMENT, LLC 420.00%0.00%0.01%Q2 2021Q4 20226
WEST BANCORPORATION INC 420.02%0.05%0.07%Q4 2019Q1 20226
Efficient Advisors, LLC 660.14%0.35%0.78%Q1 2016Q2 20176
WFA of San Diego, LLC 210.00%0.05%0.10%Q3 2021Q3 20236
Main Street Financial Solutions, LLC 660.03%0.06%0.13%Q4 2020Q1 20226
Capital Investment Advisory Services, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
WBH ADVISORY INC 330.08%0.21%0.30%Q1 2022Q3 20236
O'Dell Group, LLC 510.01%0.02%0.02%Q3 2021Q2 20236
Keebeck Wealth Management, LLC 660.26%0.61%1.80%Q2 2022Q3 20236
GPS Wealth Strategies Group, LLC 330.00%0.01%0.01%Q1 2022Q3 20236
Independent Portfolio Consultants, Inc. 660.00%0.01%0.02%Q1 2016Q2 20176
Principle Wealth Partners LLC 660.02%0.03%0.03%Q4 2020Q1 20226
Private Wealth Group, LLC 413.74%6.52%18.31%Q4 2017Q3 20196
Freedom Investment Management, Inc. 660.02%0.02%0.02%Q1 2021Q2 20226
My Legacy Advisors, LLC 660.17%0.73%1.11%Q2 2022Q3 20236
STEPH & CO 660.01%0.02%0.03%Q4 2020Q1 20226
Cribstone Capital Management, LLC 420.00%0.01%0.02%Q2 2016Q4 20176
STATE STREET CORP 510.00%0.00%0.00%Q2 2016Q4 20196
PEDDOCK CAPITAL ADVISORS, LLC 660.18%0.21%0.23%Q1 2021Q2 20226
MACROVIEW INVESTMENT MANAGEMENT LLC 420.00%0.01%0.01%Q3 2016Q3 20236
People's United Financial, Inc. 660.00%0.00%0.00%Q1 2016Q2 20176
Bragg Financial Advisors, Inc 420.06%0.13%0.28%Q3 2016Q3 20236
Rehmann Capital Advisory Group 310.01%0.01%0.02%Q1 2018Q4 20226
PRIVATE TRUST CO NA 660.05%0.13%0.22%Q2 2022Q3 20236
AllSquare Wealth Management LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Grove Bank & Trust 420.00%0.00%0.00%Q1 2016Q1 20236
WADDELL & ASSOCIATES, LLC 510.06%0.07%0.10%Q3 2020Q3 20226
Linscomb & Williams, Inc. 660.01%0.02%0.02%Q4 2019Q1 20216
G&S Capital LLC 660.02%0.05%0.10%Q4 2018Q1 20206
Newport Capital Group, LLC 663.46%3.64%3.84%Q4 2020Q1 20226
EAGLE ROCK INVESTMENT COMPANY, LLC 660.35%0.38%0.42%Q2 2022Q3 20236
LS Investment Advisors, LLC 660.00%0.00%0.00%Q1 2019Q2 20206
D.A. DAVIDSON & CO. 660.00%0.00%0.01%Q1 2016Q2 20176
Weaver Consulting Group 660.01%0.03%0.03%Q1 2019Q2 20206
CYPRESS FINANCIAL PLANNING LLC 660.21%0.27%0.37%Q2 2022Q3 20236
Freedman Financial Associates, Inc. 660.02%0.02%0.03%Q4 2020Q1 20226
Vanguard Personalized Indexing Management, LLC 660.04%0.12%0.26%Q3 2020Q4 20216
NWK Group, Inc. 660.02%0.03%0.05%Q4 2019Q1 20216
Live Your Vision, LLC 660.01%0.01%0.02%Q4 2017Q1 20196
XML Financial, LLC 660.05%0.11%0.31%Q2 2022Q3 20236
RDA Financial Network 330.12%0.21%0.31%Q4 2021Q2 20236
INTEGRATED CAPITAL MANAGEMENT, INC. 550.19%0.57%0.97%Q4 2020Q4 20215
RAY GERALD L & ASSOCIATES LTD 550.03%0.03%0.04%Q3 2016Q3 20175
Physician Wealth Advisors, Inc. 210.05%0.09%0.11%Q3 2019Q1 20225
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 310.01%0.02%0.03%Q4 2017Q4 20195
Global Wealth Strategies & Associates 550.00%0.00%0.00%Q4 2022Q4 20235
Advisors Preferred, LLC 210.59%2.98%8.28%Q2 2017Q2 20235
Eudaimonia Partners, LLC 550.01%0.01%0.02%Q1 2020Q1 20215
Centerpoint Advisors, LLC 320.00%0.00%0.00%Q2 2021Q3 20235
Balentine LLC 550.00%0.00%0.00%Q3 2022Q3 20235
SIMON QUICK ADVISORS, LLC 410.01%0.02%0.03%Q1 2019Q3 20235
Wealth & Pension Services Group, Inc. 550.18%0.26%0.40%Q3 2018Q3 20195
Cornerstone Wealth Management, LLC 320.02%0.06%0.14%Q2 2022Q3 20235
Simply Money Advisors 550.23%0.31%0.50%Q3 2016Q3 20175
Vise Technologies, Inc. 550.35%0.42%0.50%Q3 2022Q3 20235
MONEY CONCEPTS CAPITAL CORP 310.00%0.00%0.00%Q4 2020Q4 20225
Key FInancial Inc 550.00%0.00%0.01%Q3 2022Q3 20235
Ameritas Investment Company, LLC 310.00%0.01%0.01%Q4 2018Q1 20215
CREATIVE FINANCIAL DESIGNS INC /ADV 550.00%0.00%0.00%Q4 2020Q4 20215
AVANTAX ADVISORY SERVICES, INC. 210.01%0.03%0.09%Q1 2020Q3 20235
Ackerman Capital Advisors, LLC 550.19%0.30%0.61%Q1 2021Q1 20225
Gerber Kawasaki Wealth & Investment Management 410.01%0.30%0.84%Q3 2021Q3 20235
Paragon Capital Management LLC 550.11%0.13%0.15%Q1 2020Q1 20215
EATON VANCE MANAGEMENT 550.00%0.00%0.01%Q1 2021Q1 20225
RFG Advisory, LLC 410.02%0.05%0.12%Q2 2021Q2 20235
Relative Value Partners Group, LLC 550.02%0.19%0.26%Q2 2020Q2 20215
Melone Private Wealth, LLC 320.14%0.16%0.17%Q4 2021Q2 20235
COLDSTREAM CAPITAL MANAGEMENT INC 550.01%0.01%0.02%Q2 2021Q2 20225
Wealthstreet Investment Advisors, LLC 550.03%0.03%0.03%Q4 2017Q4 20185
Hexagon Capital Partners LLC 410.00%0.00%0.00%Q3 2020Q3 20235
BOOTHBAY FUND MANAGEMENT, LLC 310.02%0.08%0.19%Q3 2019Q1 20225
Kore Private Wealth LLC 320.00%0.00%0.00%Q4 2018Q2 20205
Cedar Brook Financial Partners, LLC 410.11%0.13%0.15%Q4 2018Q3 20225
OneDigital Investment Advisors LLC 550.01%0.06%0.10%Q3 2022Q3 20235
Kernodle & Katon Asset Management Group, LLC 440.02%0.02%0.03%Q1 2016Q4 20164
Consilium Wealth Advisory, LLC 310.19%0.35%0.76%Q4 2021Q4 20224
LAKE STREET PRIVATE WEALTH, LLC 440.08%0.08%0.08%Q4 2021Q3 20224
Western Pacific Wealth Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
Blue Trust, Inc. 310.00%0.00%0.00%Q2 2022Q2 20234
Ruedi Wealth Management, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
Atria Wealth Solutions, Inc. 210.00%0.00%0.01%Q1 2022Q3 20234
RAYMOND JAMES TRUST N.A. 440.01%0.01%0.01%Q1 2022Q4 20224
Asset Dedication, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Beacon Harbor Wealth Advisors, Inc. 310.12%0.14%0.20%Q2 2019Q2 20204
Golden State Wealth Management, LLC 440.10%0.17%0.22%Q2 2021Q1 20224
Vigilant Capital Management, LLC 310.00%0.01%0.01%Q2 2019Q1 20224
Snowden Capital Advisors LLC 310.00%0.00%0.01%Q2 2019Q4 20214
Intergy Private Wealth, LLC 440.19%0.56%1.09%Q4 2021Q3 20224
Northeast Financial Group, Inc. 440.26%0.35%0.44%Q4 2022Q3 20234
Chicago Partners Investment Group LLC 310.00%0.01%0.02%Q3 2017Q3 20214
ASB Consultores, LLC 310.15%0.23%0.27%Q2 2022Q2 20234
PHILLIPS FINANCIAL MANAGEMENT, LLC 440.00%0.01%0.01%Q3 2022Q2 20234
WADE G W & INC 440.01%0.01%0.01%Q1 2021Q4 20214
First Command Bank 440.00%0.00%0.00%Q1 2021Q4 20214
Gateway Wealth Partners, LLC 440.12%0.18%0.23%Q4 2022Q3 20234
RKL Wealth Management LLC 440.07%0.08%0.10%Q2 2017Q1 20184
Portfolio Solutions, LLC 440.03%0.03%0.04%Q4 2020Q3 20214
Vertex Planning Partners, LLC 440.20%0.21%0.22%Q4 2022Q3 20234
COZAD ASSET MANAGEMENT INC 440.04%0.04%0.05%Q4 2020Q3 20214
SageView Advisory Group, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Anchor Investment Management, LLC 440.00%0.00%0.00%Q2 2020Q1 20214
LOWE BROCKENBROUGH & CO INC 310.02%0.04%0.06%Q3 2021Q3 20224
CONSILIO WEALTH ADVISORS, LLC 440.16%0.34%0.43%Q4 2022Q3 20234
B. Riley Wealth Advisors, Inc. 440.01%0.01%0.01%Q3 2022Q2 20234
Marquette Asset Management, LLC 440.04%0.05%0.06%Q4 2022Q3 20234
Austin Private Wealth, LLC 440.13%0.15%0.17%Q4 2022Q3 20234
Sandy Spring Bank 440.00%0.00%0.00%Q4 2022Q3 20234
Aspire Wealth Management Corp 440.00%0.00%0.01%Q4 2021Q3 20224
Flagship Private Wealth, LLC 440.19%0.20%0.23%Q4 2020Q3 20214
MSI Financial Services Inc 440.02%0.03%0.04%Q1 2016Q4 20164
Joel Isaacson & Co., LLC 440.00%0.00%0.00%Q1 2016Q4 20164
INVESTMENT CENTERS OF AMERICA INC 440.05%0.05%0.06%Q1 2016Q4 20164
SG3 Management, LLC 220.07%0.13%0.25%Q2 2020Q3 20204
FREEDOM WEALTH ALLIANCE, LLC 440.49%0.85%1.01%Q4 2022Q3 20234
OTA Financial Group L.P. 220.25%0.99%2.57%Q2 2018Q2 20204
Glassman Wealth Services 210.00%0.02%0.07%Q2 2019Q1 20234
Wealth Quarterback LLC 220.00%0.00%0.01%Q4 2019Q3 20214
Patriot Financial Group Insurance Agency, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Family Asset Management, LLC 440.24%0.44%0.58%Q4 2022Q3 20234
Vestpro Financial Partners, Inc. dba CPF Texas 442.36%2.73%3.47%Q4 2017Q3 20184
Clarus Wealth Advisors 440.02%0.03%0.05%Q2 2018Q1 20194
NVWM, LLC 310.00%0.01%0.02%Q2 2020Q4 20214
Callan Capital, LLC 440.04%0.08%0.13%Q4 2021Q3 20224
1 NORTH WEALTH SERVICES LLC 220.00%0.00%0.00%Q4 2018Q4 20194
MERITAGE PORTFOLIO MANAGEMENT 440.02%0.02%0.03%Q1 2020Q4 20204
Arkadios Wealth Advisors 440.01%0.06%0.10%Q4 2020Q3 20214
Wedmont Private Capital 440.02%0.03%0.04%Q4 2022Q3 20234
Virtu KCG Holdings LLC 310.01%0.03%0.05%Q2 2016Q2 20174
OptiFour Integrated Wealth Management, LLC 440.22%0.23%0.23%Q4 2017Q3 20184
Farther Finance Advisors, LLC 440.00%0.01%0.03%Q4 2022Q3 20234
ADVANTAGE INVESTMENT MANAGEMENT, LLC 220.01%0.39%0.84%Q1 2016Q4 20174
BOKF, NA 210.00%0.01%0.01%Q3 2017Q4 20214
BARCLAYS PLC 210.00%0.01%0.02%Q2 2021Q2 20233
Rice Partnership, LLC 210.15%0.16%0.17%Q3 2018Q3 20193
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Avestar Capital, LLC 330.00%0.01%0.02%Q4 2017Q2 20183
River Wealth Advisors LLC 330.01%0.01%0.01%Q2 2018Q4 20183
Commonwealth Financial Services, LLC 330.17%0.21%0.26%Q1 2016Q3 20163
BREMER TRUST NATIONAL ASSOCIATION 330.06%0.06%0.06%Q1 2016Q3 20163
Bruderman Asset Management, LLC 330.21%0.22%0.24%Q1 2020Q3 20203
GODSEY & GIBB, INC 210.01%0.06%0.09%Q1 2018Q2 20233
Virtu Financial LLC 210.01%0.03%0.05%Q3 2017Q2 20183
AVALON CAPITAL MANAGEMENT 210.22%1.32%1.88%Q1 2016Q2 20213
RED CEDAR INVESTMENT MANAGEMENT, LLC 330.67%0.76%0.80%Q3 2018Q1 20193
Ritter Daniher Financial Advisory LLC / DE 330.00%0.00%0.00%Q1 2023Q3 20233
WealthStone, Inc. 210.09%0.43%0.66%Q2 2019Q1 20213
Clearwater Capital Advisors, LLC 210.02%0.06%0.09%Q2 2016Q1 20183
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q1 2020Q3 20233
Atria Investments, Inc 330.05%0.10%0.12%Q1 2016Q3 20163
Fusion Family Wealth LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Parkside Financial Bank & Trust 210.00%0.02%0.02%Q2 2016Q1 20193
ADVISOR PARTNERS II, LLC 210.03%0.21%0.41%Q4 2022Q3 20233
Simplicity Solutions, LLC 210.00%0.02%0.05%Q4 2018Q4 20203
RESTON WEALTH MANAGEMENT LLC 210.15%1.34%3.53%Q2 2022Q3 20233
BB&T INVESTMENT SERVICES, INC. 330.00%0.01%0.01%Q2 2017Q4 20173
Personal Capital Advisors Corp 110.00%0.00%0.00%Q1 2018Q4 20213
Charter Oak Capital Management, LLC 330.00%0.00%0.01%Q4 2020Q2 20213
Jordan Park Group LLC 330.02%0.02%0.02%Q2 2022Q4 20223
Elequin Capital, LP 210.04%0.68%1.49%Q1 2022Q4 20223
Essex Savings Bank 330.03%0.05%0.06%Q4 2018Q2 20193
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
WFG Advisors, LP 330.00%0.02%0.04%Q1 2016Q3 20163
First Command Advisory Services, Inc. 210.00%0.00%0.00%Q1 2021Q2 20223
Colonial Trust Co / SC 210.00%0.01%0.01%Q4 2022Q3 20233
Vericrest Private Wealth 331.01%1.13%1.28%Q4 2021Q2 20223
Covestor Ltd 330.16%0.17%0.19%Q4 2021Q2 20223
PATHSTONE FAMILY OFFICE, LLC 110.02%0.26%0.57%Q2 2022Q3 20233
First Command Financial Services, Inc. 330.00%0.00%0.00%Q1 2021Q3 20213
Almanack Investment Partners, LLC. 330.09%0.15%0.19%Q4 2016Q2 20173
Solstein Capital, LLC 110.04%1.07%1.61%Q3 2018Q2 20213
BHF RG Capital Inc. 331.00%1.26%1.63%Q2 2020Q4 20203
BESSEMER GROUP INC 110.00%0.00%0.00%Q2 2017Q3 20233
BlueCrest Capital Management Ltd 210.16%0.36%0.70%Q4 2021Q1 20233
Northwest Capital Management Inc 210.04%0.07%0.12%Q3 2021Q3 20233
Capital Investment Advisors, LLC 210.01%0.01%0.01%Q3 2021Q4 20223
LifePlan Financial Group, Inc 330.00%0.00%0.01%Q1 2018Q3 20183
USA FINANCIAL FORMULAS 331.12%2.68%5.03%Q1 2016Q3 20163
Atomi Financial Group, Inc. 330.14%0.15%0.16%Q1 2023Q3 20233
Fort Point Capital Partners LLC 330.58%0.67%0.72%Q1 2016Q3 20163
B. Riley Wealth Management, Inc. 330.03%0.03%0.03%Q2 2021Q4 20213
ACG Wealth 210.04%0.09%0.13%Q1 2017Q1 20203
Prime Capital Investment Advisors, LLC 330.02%0.07%0.10%Q2 2019Q4 20193
Ellis Investment Partners, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Allegis Investment Advisors, LLC 330.06%0.09%0.16%Q2 2017Q4 20173
Hochman Cole Investment Advisors, Inc. 330.28%0.31%0.32%Q1 2016Q3 20163
Wealthspire Advisors, L.P. 330.04%0.07%0.09%Q1 2020Q3 20203
Endurance Wealth Management, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
Delta Dental Plan of Michigan, Inc. 330.67%0.69%0.71%Q4 2017Q2 20183
Amplius Wealth Advisors, LLC 210.00%0.29%0.56%Q4 2021Q3 20223
CONDOR CAPITAL MANAGEMENT 330.61%0.96%1.26%Q2 2022Q4 20223
LMCG INVESTMENTS, LLC 330.13%0.16%0.20%Q1 2022Q3 20223
Arista Wealth Management, LLC 330.10%0.14%0.20%Q4 2022Q2 20233
Alera Investment Advisors, LLC 110.05%0.08%0.12%Q3 2020Q2 20233
Executive Wealth Management, LLC 330.01%0.01%0.01%Q4 2018Q2 20193
RCS Financial Planning, LLC 330.41%0.42%0.43%Q4 2022Q2 20233
Red Door Wealth Management, LLC 210.06%0.08%0.10%Q1 2020Q2 20213
WEALTH MANAGEMENT RESOURCES, INC. 210.36%0.39%0.42%Q4 2021Q3 20233
HOHIMER WEALTH MANAGEMENT, LLC 220.07%0.07%0.07%Q4 2021Q1 20222
Center for Financial Planning, Inc. 220.00%0.00%0.00%Q4 2019Q1 20202
Scissortail Wealth Management, LLC 111.80%1.81%1.81%Q1 2022Q3 20222
NORTHSTAR WEALTH PARTNERS LLC 220.20%0.20%0.20%Q1 2017Q2 20172
Vivaldi Capital Management LP 220.07%0.12%0.16%Q1 2019Q2 20192
Steward Financial Group LLC 220.05%0.05%0.06%Q4 2021Q1 20222
SII INVESTMENTS INC/WI 110.01%0.01%0.02%Q3 2016Q3 20172
Doyle Wealth Management 110.01%0.01%0.01%Q4 2018Q2 20192
ORSER CAPITAL MANAGEMENT, LLC 220.55%0.55%0.56%Q3 2021Q4 20212
U.S. Capital Wealth Advisors, LLC 110.00%0.01%0.02%Q4 2022Q2 20232
Lido Advisors, LLC 220.03%0.04%0.04%Q3 2017Q4 20172
LGT Financial Advisors LLC 220.20%0.22%0.25%Q2 2023Q3 20232
Compass Wealth Management LLC 220.05%0.05%0.05%Q1 2023Q2 20232
CAPITAL ONE, NATIONAL ASSOCIATION 220.03%0.04%0.06%Q4 2016Q1 20172
Camarda Financial Advisors, LLC 220.12%0.12%0.13%Q1 2019Q2 20192
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.01%Q3 2022Q1 20232
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 220.00%0.00%0.00%Q3 2022Q4 20222
Icon Wealth Advisors, LLC 220.04%0.04%0.04%Q3 2022Q4 20222
Integrated Advisors Network LLC 110.02%0.05%0.09%Q4 2019Q2 20222
Pinnacle Bancorp, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
Moss Adams Wealth Advisors LLC 220.01%0.01%0.01%Q4 2022Q1 20232
tru Independence LLC 111.02%1.46%1.90%Q4 2019Q3 20202
HRT FINANCIAL LP 110.00%0.00%0.00%Q4 2021Q2 20222
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 220.03%0.03%0.03%Q2 2018Q3 20182
Atlas Private Wealth Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
Holloway Wealth Management, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
TimeScale Financial, Inc. 220.14%0.14%0.15%Q1 2023Q2 20232
MUFG Americas Holdings Corp 220.00%0.00%0.00%Q4 2020Q1 20212
Modus Advisors, LLC 110.03%0.04%0.04%Q2 2020Q2 20212
HARVEST GROUP WEALTH MANAGEMENT, LLC 220.17%0.18%0.18%Q4 2017Q1 20182
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q1 2016Q4 20162
Oak Point Wealth Management 221.59%2.01%2.42%Q4 2017Q1 20182
Crestone Asset Management LLC 220.24%0.25%0.26%Q4 2016Q1 20172
OLD SECOND NATIONAL BANK OF AURORA 220.00%0.00%0.00%Q1 2019Q2 20192
HARBOR INVESTMENT ADVISORY, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Planned Solutions, Inc. 220.00%0.00%0.00%Q3 2020Q4 20202
Clark Capital Management Group, Inc. 220.04%0.05%0.05%Q2 2022Q3 20222
VitalStone Financial, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Global Trust Asset Management, LLC 220.01%0.07%0.13%Q2 2020Q3 20202
Exchange Bank 220.19%0.20%0.21%Q2 2023Q3 20232
Chevy Chase Trust Holdings, LLC 220.01%0.01%0.01%Q3 2017Q4 20172
Hayden Royal, LLC 110.18%0.18%0.19%Q1 2020Q3 20202
Thrive Wealth Management, LLC 220.17%0.19%0.20%Q4 2021Q1 20222
Private Portfolio Partners LLC 220.20%0.25%0.30%Q3 2022Q4 20222
First Capital Advisors Group, LLC. 110.00%0.03%0.05%Q1 2018Q2 20232
Venturi Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q3 20232
Colorado Capital Management, Inc. 220.14%0.15%0.15%Q1 2018Q2 20182
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.01%0.01%0.01%Q1 2022Q2 20222
PROFFITT & GOODSON INC 220.06%0.06%0.06%Q1 2023Q2 20232
Professional Financial Advisors, LLC 220.14%0.15%0.16%Q3 2020Q4 20202
PRUDENTIAL FINANCIAL INC 110.00%0.00%0.00%Q2 2022Q3 20232
AXXCESS WEALTH MANAGEMENT, LLC 220.03%0.08%0.12%Q3 2022Q4 20222
Cresset Asset Management, LLC 220.00%0.00%0.01%Q4 2018Q1 20192
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Claro Advisors LLC 220.05%0.06%0.07%Q2 2023Q3 20232
Johnson Financial Group, Inc. 110.00%0.01%0.01%Q3 2017Q3 20212
HAP Trading, LLC 110.00%0.00%0.01%Q2 2020Q2 20202
Idaho Trust Bank 220.55%0.55%0.55%Q2 2023Q3 20232
JANICZEK WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Advisory Alpha, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
CLEAR INVESTMENT RESEARCH, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
FLAGSTAR ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20222
WEST MICHIGAN ADVISORS, LLC 220.08%0.10%0.11%Q1 2023Q2 20232
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
BBVA USA 220.04%0.05%0.05%Q2 2021Q3 20212
Kathmere Capital Management, LLC 220.03%0.04%0.04%Q3 2020Q4 20202
Herold Advisors, Inc. 110.00%0.00%0.00%Q3 2021Q1 20222
VSR Financial Services, Inc. 220.17%0.20%0.23%Q1 2016Q2 20162
INVESTMENT PARTNERS, LTD. 220.17%0.22%0.28%Q2 2016Q3 20162
COWA, LLC 220.09%0.10%0.11%Q4 2020Q1 20212
Braun-Bostich & Associates Inc. 111.04%1.86%2.69%Q3 2020Q3 20232
WCG Wealth Advisors LLC 110.02%0.23%0.45%Q3 2022Q3 20222
Financial Insights, Inc. 220.10%0.11%0.11%Q4 2022Q1 20232
CREDIT SUISSE AG/ 110.00%0.01%0.01%Q2 2017Q2 20192
Avantax Planning Partners, Inc. 110.00%0.03%0.06%Q1 2018Q3 20182
Plante Moran Financial Advisors, LLC 110.00%0.01%0.01%Q2 2022Q1 20232
Financial Partners Group, Inc 220.44%0.45%0.45%Q4 2017Q1 20182
Csenge Advisory Group 220.02%0.02%0.02%Q2 2022Q3 20222
Family Management Corp 220.16%0.51%0.87%Q4 2018Q1 20192
IEQ CAPITAL, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
Logan Stone Capital, LLC 221.22%4.12%7.02%Q4 2021Q1 20222
J2 Capital Management Inc 221.25%1.47%1.68%Q2 2022Q3 20222
Merit Financial Group, LLC 220.01%0.01%0.02%Q4 2022Q1 20232
PFS INVESTMENTS INC. 220.03%0.06%0.10%Q2 2022Q3 20222
Private Ocean, LLC 220.00%0.01%0.01%Q2 2023Q3 20232
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q2 2021Q3 20222
Essex Private Wealth Management, LLC 110.75%0.75%0.76%Q2 2022Q4 20222
PFW Advisors LLC 220.26%0.26%0.26%Q2 2023Q3 20232
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Strategic Blueprint, LLC 110.00%0.03%0.05%Q2 2021Q2 20232
HANCOCK WHITNEY CORP 110.01%0.02%0.02%Q4 2018Q4 20222
Pathway Financial Advisors LLC 110.04%0.04%0.04%Q4 2017Q4 20171
ISLAY CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Dynamic Technology Lab Private Ltd 110.20%0.20%0.20%Q1 2020Q1 20201
Orcam Financial Group 110.43%0.43%0.43%Q4 2021Q4 20211
CreativeOne Wealth, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Your Advocates Ltd., LLP 110.00%0.00%0.00%Q3 2023Q3 20231
Laurel Wealth Planning LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Harbor Group, Inc. 110.53%0.53%0.53%Q2 2022Q2 20221
MYECFO, LLC 110.17%0.17%0.17%Q4 2022Q4 20221
Summit Financial, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
NEWGATE CAPITAL MANAGEMENT LLC 110.64%0.64%0.64%Q1 2016Q1 20161
Empower Advisory Group, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Consolidated Planning Corp 110.00%0.00%0.00%Q3 2021Q3 20211
Reitz Capital Advisors LLC 110.06%0.06%0.06%Q2 2020Q2 20201
Ledyard National Bank 110.00%0.00%0.00%Q4 2018Q4 20181
Willingdon Wealth Management 110.01%0.01%0.01%Q4 2019Q4 20191
TPB WEALTH ADVISORS 110.15%0.15%0.15%Q2 2022Q2 20221
Kathleen S. Wright Associates Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MOTCO 110.01%0.01%0.01%Q1 2020Q1 20201
Glass Jacobson Investment Advisors llc 110.01%0.01%0.01%Q2 2023Q2 20231
Silver Point Capital L.P. 112.70%2.70%2.70%Q1 2020Q1 20201
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
BRIGHTON JONES LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Buttonwood Financial Group, LLC 116.05%6.05%6.05%Q3 2023Q3 20231
Sonora Investment Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
WealthTrust-Arizona, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Clear Perspectives Financial Planning, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
CXI Advisors 110.09%0.09%0.09%Q4 2019Q4 20191
OLD MISSION CAPITAL, LLC 110.16%0.16%0.16%Q4 2020Q4 20201
CapWealth Advisors, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Oxler Private Wealth LLC 110.06%0.06%0.06%Q3 2022Q3 20221
Kowal Investment Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
MOORE CAPITAL MANAGEMENT, LP 110.01%0.01%0.01%Q4 2022Q4 20221
FIRST FINANCIAL EQUITY CORPORATION 110.05%0.05%0.05%Q1 2017Q1 20171
Keel Point, LLC 110.03%0.03%0.03%Q2 2020Q2 20201
Paloma Partners Management Co 110.02%0.02%0.02%Q2 2019Q2 20191
MRP Capital Investments, LLC 110.23%0.23%0.23%Q4 2022Q4 20221
Athanor Capital, LP 110.46%0.46%0.46%Q1 2020Q1 20201
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
ML & R WEALTH MANAGEMENT LLC 110.05%0.05%0.05%Q2 2023Q2 20231
Cypress Point Wealth Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
Cerity Partners LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SVB WEALTH LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Sound Income Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ACCESS FINANCIAL SERVICES, INC. 112.54%2.54%2.54%Q4 2016Q4 20161
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
BOS Asset Management, LLC 110.19%0.19%0.19%Q3 2023Q3 20231
Estate Counselors, LLC 110.36%0.36%0.36%Q1 2018Q1 20181
FormulaFolio Investments, LLC 110.14%0.14%0.14%Q1 2019Q1 20191
Salomon & Ludwin, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Yellowstone Partners, LLC 110.17%0.17%0.17%Q2 2014Q2 20141
PNC Managed Account Solutions, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
FinTrust Capital Advisors, LLC 110.09%0.09%0.09%Q2 2022Q2 20221
Strategic Wealth Partners, Ltd. 110.15%0.15%0.15%Q3 2022Q3 20221
ROBINSON CAPITAL MANAGEMENT, LLC 112.07%2.07%2.07%Q3 2023Q3 20231
Intellectus Partners, LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Quadrant Private Wealth Management, LLC 110.08%0.08%0.08%Q2 2023Q2 20231
Field & Main Bank 110.02%0.02%0.02%Q4 2022Q4 20221
RIVERNORTH CAPITAL MANAGEMENT, LLC 110.47%0.47%0.47%Q3 2021Q3 20211
IAG Wealth Partners, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
MANUFACTURERS LIFE INSURANCE COMPANY, THE 110.00%0.00%0.00%Q2 2016Q2 20161
Rinkey Investments 110.00%0.00%0.00%Q4 2021Q4 20211
Human Investing LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Measured Wealth Private Client Group, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Choate Investment Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
TELEMUS CAPITAL, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
J.W. COLE ADVISORS, INC. 110.02%0.02%0.02%Q4 2022Q4 20221
BENJAMIN EDWARDS INC 110.03%0.03%0.03%Q1 2019Q1 20191
DRIVE WEALTH MANAGEMENT, LLC 112.12%2.12%2.12%Q1 2022Q1 20221
SWMG, LLC 110.15%0.15%0.15%Q3 2022Q3 20221
Empowered Funds, LLC 110.41%0.41%0.41%Q4 2021Q4 20211
Penserra Capital Management LLC 110.04%0.04%0.04%Q2 2019Q2 20191
Acropolis Investment Management, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
WASHINGTON TRUST BANK 110.00%0.00%0.00%Q4 2018Q4 20181
Washington Trust Advisors, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Tradition Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
PRIVATE CAPITAL MANAGEMENT LLC 110.19%0.19%0.19%Q3 2022Q3 20221
Worth Financial Advisory Group, LLC 110.34%0.34%0.34%Q4 2022Q4 20221
Greenline Partners, LLC 110.12%0.12%0.12%Q4 2020Q4 20201
CIBC Private Wealth Group, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Stratford Consulting, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Freestone Capital Holdings, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
SYM FINANCIAL Corp 110.01%0.01%0.01%Q3 2023Q3 20231
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Bay Harbor Wealth Management, LLC 110.06%0.06%0.06%Q3 2019Q3 20191
Farmer Steven Patrick 110.04%0.04%0.04%Q2 2022Q2 20221
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Sterling Financial Group, Inc. 112.83%2.83%2.83%Q3 2023Q3 20231
Pinkerton Retirement Specialists, LLC 111.79%1.79%1.79%Q1 2019Q1 20191
FRONTIER INVESTMENT MGMT CO 110.02%0.02%0.02%Q2 2020Q2 20201
Capital Directions Investment Advisors, LLC 110.06%0.06%0.06%Q3 2022Q3 20221
Brand Asset Management Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Reby Advisors, LLC 111.66%1.66%1.66%Q4 2020Q4 20201
ATLAS CAPITAL ADVISORS LLC 110.00%0.00%0.00%Q3 2021Q3 20211
GoalVest Advisory LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Laurel Wealth Advisors, Inc. 110.14%0.14%0.14%Q1 2016Q1 20161
Pinnacle Private Wealth, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q2 2021Q2 20211
TMFS HOLDINGS LLC 110.02%0.02%0.02%Q3 2016Q3 20161
ARMSTRONG ADVISORY GROUP, INC 110.00%0.00%0.00%Q4 2022Q4 20221
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.03%0.03%0.03%Q2 2018Q2 20181
Richard Bernstein Advisors LLC 110.00%0.00%0.00%Q3 2016Q3 20161
MGO ONE SEVEN LLC 110.27%0.27%0.27%Q3 2019Q3 20191
Investors Research Corp 110.00%0.00%0.00%Q1 2019Q1 20191
Gupta Wealth Management LLC 110.02%0.02%0.02%Q1 2016Q1 20161
Genesee Capital Advisors, LLC 110.76%0.76%0.76%Q1 2022Q1 20221
Cambria Investment Management, L.P. 110.01%0.01%0.01%Q1 2019Q1 20191
MCF Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
RMR Wealth Builders 110.00%0.00%0.00%Q1 2021Q1 20211
BANK OF THE WEST 110.08%0.08%0.08%Q1 2016Q1 20161
AMERICAN INTERNATIONAL GROUP, INC. 110.01%0.01%0.01%Q1 2016Q1 20161
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
GFS Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
HB Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
WEST PACES ADVISORS INC. 110.00%0.00%0.00%Q4 2022Q4 20221
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q1 2022Q1 20221
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Stearns Financial Services Group 110.01%0.01%0.01%Q1 2020Q1 20201
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CT Financial Advisors LLC 110.01%0.01%0.01%Q2 2016Q2 20161
Harbour Capital Advisors, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
Shilanski & Associates, Inc. 110.19%0.19%0.19%Q3 2022Q3 20221
DecisionPoint Financial, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
DAVIDSON INVESTMENT ADVISORS 110.01%0.01%0.01%Q3 2023Q3 20231
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
BIVIN & ASSOCIATES, INC. 110.12%0.12%0.12%Q4 2021Q4 20211
STOCK YARDS BANK & TRUST CO 110.01%0.01%0.01%Q3 2023Q3 20231
CAROLINAS WEALTH CONSULTING LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Ten Capital Wealth Advisors, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Schonfeld Strategic Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
HARBOUR INVESTMENT MANAGEMENT LLC 110.13%0.13%0.13%Q3 2021Q3 20211
Goodwin Investment Advisory 111.40%1.40%1.40%Q4 2021Q4 20211
Roble, Belko & Company, Inc 110.00%0.00%0.00%Q1 2022Q1 20221
WealthOne, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
ATWOOD & PALMER INC 110.00%0.00%0.00%Q4 2020Q4 20201
JOYN Advisors, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 111.90%1.90%1.90%Q3 2022Q3 20221
Concord Wealth Partners 110.00%0.00%0.00%Q2 2022Q2 20221
Homrich & Berg 110.01%0.01%0.01%Q3 2019Q3 20191
Visionary Wealth Advisors 110.03%0.03%0.03%Q3 2020Q3 20201
RHS Financial, LLC 110.36%0.36%0.36%Q4 2019Q4 20191
Lakewood Asset Management LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Independent Advisor Alliance 110.06%0.06%0.06%Q4 2019Q4 20191
Summit Trail Advisors, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
COLTON GROOME FINANCIAL ADVISORS, LLC 110.09%0.09%0.09%Q1 2022Q1 20221
B. Riley Financial, Inc. 110.06%0.06%0.06%Q3 2017Q3 20171
CIBC BANK USA 110.03%0.03%0.03%Q1 2017Q1 20171
FIRST BUSINESS FINANCIAL SERVICES, INC. 110.06%0.06%0.06%Q4 2016Q4 20161
Danda Trouve Investment Management, Inc. 110.08%0.08%0.08%Q3 2022Q3 20221
Destination Wealth Management 110.01%0.01%0.01%Q2 2017Q2 20171
CALTON & ASSOCIATES, INC. 110.05%0.05%0.05%Q4 2021Q4 20211
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MV CAPITAL MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2021Q3 20211
External links

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