SPDR SER TR shareholder history

Current and past SPDR SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CPWM, LLC 44440.03%0.15%0.75%Q4 2011Q3 202244
Private Advisor Group, LLC 31310.00%0.06%0.12%Q1 2016Q3 202332
Curbstone Financial Management Corp 32320.27%0.74%1.00%Q1 2016Q4 202332
KWMG, LLC 31310.29%0.56%0.95%Q1 2016Q3 202331
JAMES INVESTMENT RESEARCH INC 31310.14%0.42%0.66%Q1 2016Q3 202331
STALEY CAPITAL ADVISERS INC 31310.10%0.54%0.99%Q1 2016Q3 202331
Raymond James Financial Services Advisors, Inc. 31310.02%0.04%0.09%Q1 2016Q3 202331
AMG National Trust Bank 31310.01%0.12%0.39%Q1 2016Q3 202331
PNC FINANCIAL SERVICES GROUP, INC. 31310.06%0.10%0.17%Q1 2016Q3 202331
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 31310.30%1.04%2.20%Q1 2016Q3 202331
BAILARD, INC. 31310.02%1.77%5.04%Q1 2016Q3 202331
BANK OF AMERICA CORP /DE/ 31310.06%0.10%0.13%Q1 2016Q3 202331
Creative Planning 31310.00%0.00%0.01%Q1 2016Q3 202331
Stratos Wealth Partners, LTD. 31310.01%0.08%0.35%Q1 2016Q3 202331
ALLIANCEBERNSTEIN L.P. 31310.00%0.00%0.03%Q1 2016Q3 202331
CITIGROUP INC 31310.01%0.03%0.06%Q1 2016Q3 202331
Regal Investment Advisors LLC 31310.11%0.26%1.41%Q1 2016Q3 202331
CHATHAM CAPITAL GROUP, INC. 31311.54%3.89%6.47%Q1 2016Q3 202331
ROYAL BANK OF CANADA 31310.00%0.01%0.02%Q1 2016Q3 202331
Karpus Management, Inc. 31310.02%1.29%5.55%Q1 2016Q3 202331
Alaska Permanent Capital Management 31310.15%0.62%1.65%Q1 2016Q3 202331
UNITED CAPITAL FINANCIAL ADVISORS, LLC 31310.01%0.33%1.27%Q1 2016Q3 202331
JPMORGAN CHASE & CO 31310.00%0.00%0.01%Q1 2016Q3 202331
UBS Group AG 31310.01%0.03%0.06%Q1 2016Q3 202331
First Horizon Advisors, Inc. 31310.01%0.03%0.06%Q1 2016Q3 202331
CAPTRUST FINANCIAL ADVISORS 31310.01%0.09%0.43%Q1 2016Q3 202331
LEAVELL INVESTMENT MANAGEMENT, INC. 31310.06%0.15%0.51%Q1 2016Q3 202331
CULLEN/FROST BANKERS, INC. 31310.03%0.09%0.14%Q1 2016Q3 202331
SEI INVESTMENTS CO 31310.00%0.03%0.16%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.00%0.01%0.04%Q1 2016Q3 202331
ENVESTNET ASSET MANAGEMENT INC 31310.12%0.19%0.26%Q1 2016Q3 202331
Ameritas Investment Partners, Inc. 31310.00%0.00%0.01%Q1 2016Q3 202331
Parkside Financial Bank & Trust 31310.04%0.20%0.52%Q1 2016Q3 202331
RAYMOND JAMES & ASSOCIATES 31310.01%0.16%0.32%Q1 2016Q3 202331
MORGAN STANLEY 31310.02%0.04%0.08%Q1 2016Q3 202331
Baird Financial Group, Inc. 31310.00%0.01%0.02%Q1 2016Q3 202331
GOLDMAN SACHS GROUP INC 31310.00%0.02%0.06%Q1 2016Q3 202331
Chesley Taft & Associates LLC 31310.18%0.25%0.35%Q1 2016Q3 202331
US BANCORP \DE\ 31310.00%0.00%0.00%Q1 2016Q3 202331
Allworth Financial LP 31310.06%0.31%0.64%Q1 2016Q3 202331
Capital Advisors, Ltd. LLC 31310.06%0.15%0.42%Q1 2016Q3 202331
Avior Wealth Management, LLC 31310.00%0.41%0.89%Q1 2016Q3 202331
WHITTIER TRUST CO 31310.00%0.00%0.01%Q1 2016Q3 202331
LPL Financial LLC 31310.02%0.04%0.07%Q1 2016Q3 202331
StrategIQ Financial Group, LLC 31310.22%0.50%0.92%Q1 2016Q3 202331
LAZARD ASSET MANAGEMENT LLC 31310.00%0.01%0.10%Q1 2016Q3 202331
Leisure Capital Management 31310.35%3.30%5.00%Q1 2016Q3 202331
Cambridge Investment Research Advisors, Inc. 31310.00%0.03%0.08%Q1 2016Q3 202331
Gateway Advisory, LLC 31310.65%1.97%10.29%Q1 2016Q3 202331
WHITTIER TRUST CO OF NEVADA INC 31310.00%0.03%0.10%Q1 2016Q3 202331
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 31311.48%2.58%3.76%Q1 2016Q3 202331
ASSETMARK, INC 31310.02%0.10%0.35%Q1 2016Q3 202331
Smithfield Trust Co 31310.25%1.71%5.40%Q1 2016Q3 202331
Transamerica Financial Advisors, Inc. 31310.24%0.65%1.18%Q1 2016Q3 202331
WELLS FARGO & COMPANY/MN 31310.01%0.03%0.10%Q1 2016Q3 202331
BANK OF MONTREAL /CAN/ 2820.00%0.01%0.03%Q1 2016Q3 202330
Exchange Capital Management, Inc. 30300.02%0.09%0.17%Q2 2016Q3 202330
Capital Analysts, LLC 30300.18%0.41%0.68%Q2 2016Q3 202330
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2820.13%0.28%0.53%Q1 2016Q3 202330
Bartlett & Co. LLC 1570.00%0.00%0.01%Q1 2016Q4 202330
FIRST TRUST ADVISORS LP 30300.00%0.00%0.01%Q1 2016Q2 202330
Wealthcare Advisory Partners LLC 30300.07%1.07%3.98%Q2 2016Q3 202330
STIFEL FINANCIAL CORP 30300.03%0.05%0.07%Q2 2016Q3 202330
Janney Montgomery Scott LLC 2910.00%0.02%0.04%Q1 2016Q3 202330
Cetera Advisor Networks LLC 19110.00%0.02%0.06%Q1 2016Q3 202330
FIRST UNITED BANK & TRUST 30300.08%0.27%0.51%Q2 2016Q3 202330
IFP Advisors, Inc 17130.00%0.01%0.05%Q1 2016Q3 202330
Advisory Services Network, LLC 2730.00%0.01%0.04%Q1 2016Q3 202330
DAVENPORT & Co LLC 30300.01%0.01%0.02%Q1 2016Q2 202330
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 29290.62%1.41%2.10%Q1 2016Q1 202329
BLAIR WILLIAM & CO/IL 2450.00%0.00%0.01%Q2 2016Q3 202329
OARSMAN CAPITAL, INC. 29290.12%0.42%0.60%Q1 2016Q1 202329
HighTower Advisors, LLC 2630.00%0.02%0.04%Q1 2016Q3 202329
BlackRock Inc. 29290.00%0.00%0.01%Q3 2016Q3 202329
MATHER GROUP, LLC. 16130.02%0.15%0.59%Q1 2016Q3 202329
Modera Wealth Management, LLC 29290.03%0.08%0.27%Q3 2016Q3 202329
Symmetry Partners, LLC 29290.28%0.73%2.15%Q4 2016Q4 202329
MONEYWISE, INC. 29290.38%2.66%3.74%Q3 2016Q3 202329
BerganKDV Wealth Management, LLC 29290.05%0.11%0.22%Q2 2016Q2 202329
Janney Capital Management LLC 2810.22%0.28%0.34%Q1 2016Q3 202329
GenTrust, LLC 28280.29%1.75%5.02%Q4 2016Q3 202328
SYNOVUS FINANCIAL CORP 1260.00%0.00%0.01%Q1 2016Q3 202328
BUCKINGHAM STRATEGIC WEALTH, LLC 28280.04%0.65%1.83%Q4 2016Q3 202328
Rehmann Capital Advisory Group 1520.05%0.12%0.27%Q1 2016Q3 202328
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 18100.00%0.00%0.01%Q3 2016Q3 202328
McAdam, LLC 28280.20%0.43%0.71%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.00%0.04%0.35%Q4 2016Q3 202328
NAPLES GLOBAL ADVISORS, LLC 28280.03%0.17%0.48%Q2 2016Q1 202328
JFS WEALTH ADVISORS, LLC 28280.00%0.24%1.72%Q4 2016Q3 202328
Crestwood Advisors Group, LLC 2710.05%0.62%1.80%Q1 2016Q3 202328
CAPRIN ASSET MANAGEMENT LLC /ADV 28280.18%29.22%36.91%Q1 2016Q4 202228
Brinker Capital Investments, LLC 28280.04%0.19%0.65%Q1 2016Q4 202228
AMERIPRISE FINANCIAL INC 28280.00%0.02%0.03%Q4 2016Q3 202328
Whitegate Investment Counselors, Inc. 28280.19%1.11%1.96%Q4 2016Q3 202328
NORTHWEST WEALTH MANAGEMENT, LLC 28280.22%0.54%1.14%Q4 2016Q3 202328
1834 INVESTMENT ADVISORS CO 1940.01%0.06%0.19%Q1 2016Q3 202328
AJ WEALTH STRATEGIES, LLC 27270.02%1.22%2.95%Q4 2016Q2 202327
Continuum Advisory, LLC 27270.11%0.73%1.83%Q1 2017Q3 202327
Intellectus Partners, LLC 1980.01%0.23%0.40%Q4 2016Q3 202327
Gradient Investments LLC 27270.00%0.02%0.07%Q1 2016Q3 202227
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1620.01%0.33%0.82%Q1 2016Q2 202327
Bragg Financial Advisors, Inc 27270.09%0.31%0.83%Q1 2017Q3 202327
COMMERCE BANK 27270.00%0.01%0.02%Q1 2016Q3 202227
AE Wealth Management LLC 27270.00%0.02%0.08%Q1 2017Q3 202327
HENGEHOLD CAPITAL MANAGEMENT LLC 2340.03%0.50%3.06%Q4 2016Q3 202327
Versant Capital Management, Inc 1840.00%0.09%0.22%Q1 2016Q4 202327
AUA CAPITAL MANAGEMENT, LLC 2061.37%3.68%6.01%Q1 2017Q3 202326
Parkside Investments, LLC 2060.88%2.13%3.74%Q1 2017Q3 202326
Fiduciary Group LLC 26260.03%0.15%0.50%Q3 2016Q4 202226
FAS Wealth Partners, Inc. 26260.00%0.34%0.77%Q2 2016Q3 202226
Estate Counselors, LLC 26260.06%0.92%3.18%Q4 2016Q1 202326
MML INVESTORS SERVICES, LLC 26260.01%0.03%0.10%Q2 2017Q3 202326
Cornerstone Wealth Management, LLC 1410.05%0.14%0.40%Q1 2016Q1 202326
Eagle Ridge Investment Management 26260.53%1.03%1.35%Q1 2016Q2 202226
CWM, LLC 1120.00%0.01%0.03%Q1 2016Q3 202326
COLONY GROUP LLC 14120.00%0.07%0.25%Q1 2016Q3 202326
PINNACLE FINANCIAL PARTNERS INC 2420.01%0.09%0.22%Q1 2017Q3 202326
Diligent Investors, LLC 25250.10%0.13%0.21%Q3 2017Q3 202325
COUNTRY TRUST BANK 2010.01%0.05%0.07%Q1 2016Q4 202225
Westside Investment Management, Inc. 1510.00%0.10%0.71%Q4 2016Q3 202325
Global Retirement Partners, LLC 1870.01%0.01%0.03%Q2 2017Q3 202325
ALESCO ADVISORS LLC 25250.01%0.03%0.11%Q1 2016Q1 202225
Blume Capital Management, Inc. 25250.02%0.03%0.05%Q3 2017Q3 202325
OneDigital Investment Advisors LLC 2050.01%0.36%1.01%Q2 2017Q3 202325
Valmark Advisers, Inc. 25250.00%0.01%0.01%Q1 2016Q1 202225
JUNCTURE WEALTH STRATEGIES, LLC 15100.12%0.30%0.59%Q4 2016Q4 202325
Lenox Wealth Advisors, LLC 25250.27%0.67%1.83%Q1 2016Q1 202225
Tortoise Investment Management, LLC 25250.02%0.06%0.15%Q2 2017Q2 202325
BDO Wealth Advisors, LLC 25250.49%1.54%3.03%Q2 2017Q2 202325
WealthShield Partners, LLC 24240.03%0.11%0.20%Q4 2017Q3 202324
TCI Wealth Advisors, Inc. 2220.01%0.03%0.22%Q2 2016Q1 202324
Financial Engines Advisors L.L.C. 1950.06%0.13%0.19%Q3 2017Q3 202324
Ancora Advisors LLC 2040.01%0.02%0.05%Q1 2016Q2 202224
M&T BANK CORP 840.00%0.01%0.11%Q1 2016Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.16%0.23%0.39%Q4 2017Q3 202324
RWA WEALTH PARTNERS, LLC 24240.01%0.92%3.18%Q4 2017Q3 202324
FMR LLC 2130.00%0.00%0.00%Q1 2016Q3 202324
Altavista Wealth Management, Inc. 24240.29%0.57%0.83%Q1 2016Q4 202124
ST GERMAIN D J CO INC 2130.00%0.14%0.26%Q4 2017Q4 202324
McIlrath & Eck, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
Alaska Wealth Advisors 24240.50%4.15%7.47%Q4 2017Q3 202324
JANE STREET GROUP, LLC 1510.00%0.02%0.14%Q1 2016Q3 202324
Front Row Advisors LLC 24240.01%0.01%0.04%Q4 2017Q3 202324
VISTA INVESTMENT MANAGEMENT 24240.19%0.60%1.28%Q4 2017Q3 202324
Advisors Preferred, LLC 1130.09%0.42%1.22%Q1 2016Q2 202224
ARGI Investment Services, LLC 2040.01%0.10%0.16%Q1 2016Q4 202224
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 24240.04%0.27%0.50%Q4 2016Q3 202224
PrairieView Partners, LLC 24240.48%0.98%2.58%Q4 2017Q3 202324
Boston Standard Wealth Management, LLC 1720.20%0.41%0.79%Q4 2017Q4 202323
BENJAMIN F. EDWARDS & COMPANY, INC. 920.00%0.02%0.17%Q1 2016Q3 202323
Parallel Advisors, LLC 1060.01%0.04%0.09%Q1 2017Q3 202323
Dakota Wealth Management 23230.01%0.24%0.82%Q1 2018Q3 202323
FIFTH THIRD BANCORP 1310.00%0.00%0.01%Q1 2016Q2 202323
AFT, FORSYTH & COMPANY, INC. 23230.15%0.31%0.49%Q4 2017Q2 202323
Oakworth Capital, Inc. 1490.00%0.01%0.03%Q1 2016Q3 202323
KEYBANK NATIONAL ASSOCIATION/OH 23230.00%0.00%0.01%Q1 2018Q3 202323
WEALTHCARE CAPITAL MANAGEMENT LLC 13100.01%0.11%0.32%Q1 2016Q3 202323
OLD NATIONAL BANCORP /IN/ 23230.04%0.24%0.68%Q1 2018Q3 202323
Dorsey & Whitney Trust CO LLC 23230.03%0.08%0.20%Q1 2018Q3 202323
DEUTSCHE BANK AG\ 23230.00%0.00%0.00%Q1 2018Q3 202323
Private Ocean, LLC 23230.01%0.03%0.08%Q1 2018Q3 202323
Icon Wealth Partners, LLC 1930.03%0.15%0.65%Q4 2017Q3 202322
BFSG, LLC 1660.06%0.15%0.29%Q2 2017Q4 202222
PINNACLE ASSOCIATES LTD 1020.00%0.02%0.04%Q1 2016Q2 202222
Strategic Wealth Partners, Ltd. 22220.10%0.41%0.78%Q4 2017Q1 202322
Pinnacle Wealth Management Advisory Group, LLC 1020.04%0.37%0.96%Q1 2016Q2 202222
Wellington Shields Capital Management, LLC 22220.04%0.06%0.09%Q2 2018Q3 202322
Rock Point Advisors, LLC 1660.10%0.17%0.31%Q4 2016Q3 202322
EAGLE GLOBAL ADVISORS LLC 22220.02%0.17%0.29%Q2 2018Q3 202322
RAYMOND JAMES TRUST N.A. 22220.02%0.06%0.10%Q2 2018Q3 202322
People's United Financial, Inc. 22220.13%0.42%0.86%Q4 2016Q1 202222
CX Institutional 22220.02%0.97%2.39%Q2 2018Q3 202322
Allen Investment Management, LLC 1740.06%0.09%0.15%Q4 2016Q1 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.02%Q3 2018Q3 202321
RiverGlades Family Offices LLC 1431.67%2.22%4.47%Q1 2018Q3 202321
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 21210.04%0.08%0.13%Q3 2018Q3 202321
Westover Capital Advisors, LLC 21210.29%0.41%0.51%Q3 2017Q3 202221
Covington Capital Management 21210.05%0.06%0.07%Q3 2017Q3 202221
Cetera Investment Advisers 1740.02%0.08%0.31%Q1 2016Q3 202321
SADOFF INVESTMENT MANAGEMENT LLC 21210.11%0.16%0.21%Q3 2017Q3 202221
FIFTH THIRD SECURITIES, INC. 1410.05%0.41%1.42%Q1 2016Q3 202321
BBVA USA Bancshares, Inc. 21210.09%0.43%0.72%Q1 2016Q1 202121
Arete Wealth Advisors, LLC 21210.02%0.08%0.16%Q1 2018Q1 202321
HANCOCK WHITNEY CORP 21210.03%0.14%0.34%Q3 2018Q3 202321
WEDBUSH SECURITIES INC 20200.02%0.05%0.09%Q4 2018Q3 202320
Vivaldi Capital Management LP 20200.09%0.16%0.61%Q4 2018Q3 202320
HM PAYSON & CO 20200.03%0.09%0.15%Q1 2016Q4 202020
Aveo Capital Partners, LLC 1910.04%0.69%3.57%Q4 2016Q3 202320
Buckingham Capital Management, Inc. 20200.08%0.27%0.57%Q1 2016Q4 202020
One Capital Management, LLC 20200.03%0.24%0.79%Q4 2018Q3 202320
MBM Wealth Consultants, LLC 20200.81%1.34%1.86%Q4 2018Q3 202320
Omega Financial Group, LLC 20200.16%0.50%1.34%Q4 2018Q3 202320
RPg Family Wealth Advisory, LLC 1640.01%0.01%0.02%Q1 2017Q1 202220
Cresset Asset Management, LLC 20200.00%0.03%0.08%Q4 2018Q3 202320
Pettinga Financial Advisors LLC 20200.08%0.71%1.56%Q4 2018Q3 202320
Wealthspire Advisors, LLC 20200.01%0.04%0.13%Q4 2018Q3 202320
MANAGED ACCOUNT SERVICES INC 20200.65%1.40%1.94%Q4 2016Q3 202120
SRS Capital Advisors, Inc. 1040.03%0.24%0.87%Q4 2016Q3 202320
Traverso Chambers Private Wealth Management, LLC 20200.11%0.21%0.29%Q4 2018Q3 202320
Atria Investments, Inc 1730.02%0.07%0.16%Q1 2016Q4 202220
Strategic Family Wealth Counselors, L.L.C. 20200.43%0.75%1.45%Q4 2018Q3 202320
Integrated Wealth Concepts LLC 920.01%0.05%0.12%Q4 2017Q3 202320
Occidental Asset Management, LLC 20200.16%0.37%0.55%Q4 2016Q3 202120
American Portfolios Advisors 20200.02%0.05%0.13%Q4 2017Q3 202220
Dynamic Advisor Solutions LLC 20200.06%0.12%0.20%Q4 2018Q3 202320
TD Capital Management LLC 1450.01%0.01%0.02%Q3 2018Q3 202319
AVANTAX ADVISORY SERVICES, INC. 19190.21%0.33%0.47%Q1 2019Q3 202319
HOWE & RUSLING INC 19190.03%0.07%0.12%Q1 2019Q3 202319
McNamara Financial Services, Inc. 1610.11%0.37%1.40%Q1 2016Q1 202219
First Allied Advisory Services, Inc. 19190.06%0.08%0.11%Q1 2016Q3 202019
NEW ENGLAND ASSET MANAGEMENT INC 19190.04%0.06%0.10%Q2 2018Q4 202219
BSW Wealth Partners 19190.05%1.76%2.63%Q1 2016Q3 202019
MOSELEY INVESTMENT MANAGEMENT INC 19190.88%1.35%2.20%Q1 2019Q3 202319
Parkside Advisors LLC 19190.13%2.38%3.40%Q1 2016Q3 202019
FARMERS & MERCHANTS INVESTMENTS INC 1710.00%0.00%0.03%Q2 2016Q1 202319
UNITED SERVICES AUTOMOBILE ASSOCIATION 1810.04%0.09%0.19%Q1 2016Q4 202019
Prestige Wealth Management Group LLC 19190.00%1.14%4.75%Q4 2018Q2 202319
NICOLET ADVISORY SERVICES, LLC 19190.26%1.20%3.08%Q1 2019Q3 202319
Rockefeller Capital Management L.P. 19190.00%0.02%0.04%Q1 2019Q3 202319
Premise Capital, LLC 19190.01%7.76%30.90%Q4 2015Q2 202019
Country Club Trust Company, n.a. 910.27%0.47%0.77%Q1 2016Q4 202119
Bank of New York Mellon Corp 1110.00%0.00%0.00%Q1 2016Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.58%1.58%3.06%Q1 2019Q3 202319
Wealthspire Advisors, L.P. 19190.02%0.05%0.08%Q1 2016Q3 202019
Mariner, LLC 1360.01%0.02%0.06%Q2 2018Q3 202319
Ackerman Capital Advisors, LLC 1360.00%1.67%4.28%Q4 2018Q3 202319
Evensky & Katz LLC 1620.00%0.07%0.29%Q1 2019Q3 202318
Financial Advocates Investment Management 18180.02%0.04%0.04%Q4 2017Q1 202218
Capital Investment Advisory Services, LLC 18180.00%0.00%0.01%Q2 2019Q3 202318
NEXT Financial Group, Inc 710.00%0.02%0.12%Q1 2016Q4 202118
Titus Wealth Management 1260.10%0.21%0.49%Q4 2017Q2 202218
Renaissance Technologies 1210.00%0.01%0.03%Q1 2018Q2 202318
BANK OF THE WEST 1210.03%0.10%0.20%Q1 2016Q4 202218
Sequoia Financial Advisors, LLC 1010.01%0.06%0.32%Q3 2016Q4 202218
BRINKER CAPITAL INC 18180.07%0.88%2.60%Q1 2016Q2 202018
CNB Bank 1350.02%0.68%1.15%Q4 2017Q3 202318
Relative Value Partners Group, LLC 1530.02%0.75%2.13%Q4 2016Q3 202318
Successful Portfolios LLC 1020.12%0.31%0.69%Q4 2017Q1 202318
Financial Architects, Inc 18180.01%0.01%0.02%Q1 2016Q2 202018
Signature Wealth Management Group 18180.32%0.46%0.63%Q4 2017Q1 202218
Crewe Advisors LLC 990.01%0.15%0.58%Q4 2017Q1 202318
DUNCKER STREETT & CO INC 1440.02%0.12%0.23%Q1 2016Q3 202018
LINCOLN NATIONAL CORP 18180.01%0.08%0.20%Q4 2017Q1 202218
PROFFITT & GOODSON INC 18180.05%0.42%1.32%Q3 2018Q4 202218
OPPENHEIMER & CO INC 1350.01%0.02%0.05%Q4 2016Q4 202118
AllSquare Wealth Management LLC 1260.02%0.02%0.03%Q1 2019Q3 202318
Paulson Wealth Management Inc. 810.12%0.74%2.82%Q4 2017Q3 202318
Manning & Napier Group, LLC 18180.01%0.07%0.14%Q4 2017Q1 202218
DUBUQUE BANK & TRUST CO 1610.01%0.89%2.48%Q4 2017Q3 202318
MILLENNIUM MANAGEMENT LLC 1710.00%0.00%0.01%Q1 2016Q3 202218
NewEdge Advisors, LLC 1710.04%0.21%0.38%Q4 2018Q3 202318
Bison Wealth, LLC 910.01%0.25%0.77%Q2 2017Q2 202218
Ellevest, Inc. 1520.00%0.56%4.40%Q4 2018Q1 202317
Biltmore Wealth Management, LLC 171712.96%24.24%36.72%Q1 2019Q1 202317
Black Diamond Financial, LLC 1520.07%0.24%0.56%Q4 2018Q1 202317
FLC Capital Advisors 17170.06%0.17%1.61%Q4 2018Q4 202217
MERITAGE PORTFOLIO MANAGEMENT 17170.17%0.33%0.55%Q3 2019Q3 202317
EVERGREEN CAPITAL MANAGEMENT LLC 17170.01%0.02%0.03%Q3 2019Q3 202317
Broadview Financial Management, LLC 17170.83%1.14%1.70%Q4 2017Q4 202117
CMH Wealth Management LLC 1430.19%1.56%6.27%Q4 2016Q1 202117
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q1 2016Q3 202317
Foothills Asset Management, Ltd. 17170.36%0.84%1.28%Q1 2016Q1 202017
THRIVENT FINANCIAL FOR LUTHERANS 1340.00%0.00%0.01%Q1 2019Q3 202317
Aviance Capital Partners, LLC 980.09%0.33%0.46%Q2 2016Q3 202317
SIGNET FINANCIAL MANAGEMENT, LLC 17170.20%0.46%0.96%Q1 2016Q1 202017
Windsor Wealth Management, Inc. 16160.12%0.24%0.48%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.02%0.04%0.06%Q4 2019Q3 202316
Ameraudi Asset Management, Inc. 16161.04%1.49%2.39%Q4 2019Q3 202316
Glenview Trust Co 16160.02%0.03%0.05%Q3 2019Q2 202316
LADENBURG THALMANN FINANCIAL SERVICES INC. 16160.03%0.06%0.09%Q1 2016Q4 201916
Disciplined Investments, LLC 16160.18%0.52%0.93%Q4 2019Q3 202316
SIGNATUREFD, LLC 1150.00%0.00%0.00%Q3 2019Q3 202316
McNaughton Wealth Management, LLC 16160.93%1.30%1.61%Q4 2019Q3 202316
Bangor Savings Bank 910.00%0.04%0.09%Q2 2019Q3 202316
Lido Advisors, LLC 610.01%0.03%0.09%Q1 2016Q1 202216
Pacific Edge Advisors, LLC 16161.83%3.09%4.49%Q4 2017Q3 202116
BALLAST ADVISORS LLC 16160.01%0.02%0.04%Q4 2019Q3 202316
Castle Rock Wealth Management, LLC 1240.12%0.22%0.42%Q3 2019Q3 202316
CABOT WEALTH MANAGEMENT INC 16160.04%0.22%0.54%Q2 2016Q1 202016
Clearwater Capital Advisors, LLC 1060.05%0.20%0.74%Q2 2016Q3 202316
OPTIMUM INVESTMENT ADVISORS 1410.07%0.14%0.20%Q3 2017Q2 202115
RITHOLTZ WEALTH MANAGEMENT 960.04%0.08%0.12%Q3 2017Q3 202315
Orion Portfolio Solutions, LLC 15150.03%0.11%0.26%Q1 2020Q3 202315
Sargent Bickham Lagudis LLC 1320.00%0.08%0.56%Q1 2016Q4 201915
Columbus Macro, LLC 15150.06%0.20%0.31%Q4 2017Q2 202115
BOSTON ADVISORS LLC 15150.01%0.10%0.30%Q1 2016Q3 201915
RIVERSEDGE ADVISORS, LLC 15150.26%0.87%2.09%Q1 2020Q3 202315
TRUSTCORE FINANCIAL SERVICES, LLC 15150.01%0.02%0.06%Q2 2019Q4 202215
QP WEALTH MANAGEMENT, LLC 15150.30%1.04%1.84%Q1 2020Q3 202315
Advisor Group, Inc. 15150.03%0.04%0.06%Q2 2016Q4 201915
Apella Capital, LLC 1230.37%0.88%1.94%Q1 2020Q4 202315
CONDOR CAPITAL MANAGEMENT 1410.65%0.94%1.28%Q4 2018Q4 202215
PALLADIUM PARTNERS LLC 15150.02%0.07%0.09%Q1 2016Q3 201915
BB&T SECURITIES, LLC 15150.12%0.17%0.20%Q1 2016Q3 201915
COMERICA BANK 910.00%0.01%0.03%Q4 2016Q3 202315
Syntal Capital Partners, LLC 15150.07%0.40%0.73%Q1 2016Q3 201915
Greenwich Investment Management, Inc. 1230.18%2.07%5.87%Q2 2017Q2 202215
OSAIC HOLDINGS, INC. 15150.03%0.06%0.10%Q1 2020Q3 202315
INVESTMENT PARTNERS, LTD. 1410.08%0.25%0.54%Q1 2019Q3 202315
Mutual Advisors, LLC 15150.04%0.07%0.11%Q1 2020Q3 202315
Detalus Advisors, LLC 15150.16%0.93%2.71%Q1 2020Q3 202315
Rosenberg Matthew Hamilton 15150.01%0.04%0.11%Q1 2020Q3 202315
FIDUCIARY TRUST CO 15150.01%0.01%0.01%Q1 2016Q3 201915
Elmwood Wealth Management, Inc. 1120.10%0.23%0.35%Q1 2018Q1 202215
QUANTUM CAPITAL MANAGEMENT 15150.05%0.14%0.47%Q1 2017Q3 202015
Beacon Pointe Advisors, LLC 15150.01%0.08%0.19%Q1 2020Q3 202315
N.E.W. Advisory Services LLC 1410.06%0.17%0.33%Q4 2019Q3 202315
SUNTRUST BANKS INC 15150.01%0.03%0.06%Q1 2016Q3 201915
TrinityPoint Wealth, LLC 1310.05%0.17%0.31%Q3 2019Q1 202314
Sunflower Bank, N.A. 14140.55%4.50%9.12%Q2 2020Q3 202314
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 14141.11%1.58%2.04%Q2 2020Q3 202314
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 14140.00%0.00%0.00%Q2 2020Q3 202314
Personal Wealth Partners 14140.12%0.88%2.75%Q4 2018Q1 202214
CVA Family Office, LLC 14140.01%0.01%0.03%Q1 2020Q2 202314
MARINER INDEPENDENT ADVISOR NETWORK, LLC 610.04%0.15%0.36%Q3 2018Q3 202214
HUNTINGTON NATIONAL BANK 1010.00%0.00%0.00%Q3 2018Q3 202314
BCS Wealth Management 950.11%0.23%0.40%Q4 2019Q3 202314
FLOW TRADERS U.S. LLC 1110.01%0.13%0.62%Q2 2019Q3 202314
Migdal Insurance & Financial Holdings Ltd. 14140.00%0.00%0.00%Q2 2020Q3 202314
East Coast Asset Management, LLC. 14140.06%0.13%0.28%Q1 2016Q2 201914
WEBSTER BANK, N. A. 1310.00%0.00%0.02%Q4 2016Q4 202014
ALTFEST L J & CO INC 770.48%2.70%3.52%Q1 2020Q3 202314
Trust Co 710.00%0.03%0.10%Q3 2016Q3 202214
NIXON PEABODY TRUST CO 14140.28%0.41%0.59%Q2 2018Q3 202114
REGIONS FINANCIAL CORP 14140.00%0.00%0.01%Q1 2016Q2 201914
Axiom Financial Strategies, LLC 14140.70%2.32%4.61%Q1 2020Q2 202314
Pasadena Private Wealth, LLC 14140.18%1.19%12.33%Q4 2018Q1 202214
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
PEOPLES BANK /OH 14140.21%0.36%0.49%Q1 2016Q2 201914
SVB WEALTH LLC 14140.00%0.03%0.13%Q2 2019Q3 202214
Equitable Holdings, Inc. 710.01%0.06%0.18%Q4 2019Q3 202314
VALLEY NATIONAL ADVISERS INC 1130.00%0.01%0.01%Q1 2016Q1 202214
Cetera Advisors LLC 510.01%0.01%0.02%Q2 2017Q3 202314
ETRADE Capital Management LLC 13130.02%0.25%0.54%Q3 2017Q3 202013
Altus Wealth Management, LLC 13130.38%0.99%1.78%Q3 2020Q3 202313
MASSMUTUAL TRUST CO FSB/ADV 920.00%0.05%0.15%Q3 2018Q4 202313
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1120.00%0.00%0.00%Q1 2016Q1 202113
Venturi Wealth Management, LLC 1010.03%0.03%0.04%Q2 2019Q3 202313
BEACON INVESTMENT ADVISORY SERVICES, INC. 13130.06%0.12%0.34%Q1 2016Q1 201913
Compass Financial Group, Inc. 13130.25%0.80%1.59%Q4 2016Q4 201913
CAROLINAS WEALTH CONSULTING LLC 760.01%0.01%0.01%Q2 2020Q3 202313
Apollon Wealth Management, LLC 910.00%0.16%0.52%Q4 2018Q3 202313
EP Wealth Advisors, LLC 13130.02%0.03%0.05%Q1 2019Q1 202213
AT Bancorp 13130.09%0.28%0.54%Q1 2016Q1 201913
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13130.01%0.21%0.44%Q1 2016Q1 201913
RFG Advisory, LLC 13130.02%0.06%0.12%Q2 2019Q2 202213
SAGE FINANCIAL GROUP INC 850.10%0.39%1.76%Q4 2016Q3 202013
Kestra Advisory Services, LLC 13130.01%0.01%0.04%Q3 2020Q3 202313
Independence Bank of Kentucky 13130.01%0.01%0.02%Q3 2020Q3 202313
Live Your Vision, LLC 13131.43%2.07%3.08%Q1 2016Q1 201913
Global Wealth Management Investment Advisory, Inc. 13130.04%0.06%0.07%Q3 2020Q3 202313
Private Capital Group, LLC 13130.02%0.02%0.03%Q4 2017Q4 202013
FIRST CITIZENS BANK & TRUST CO 660.02%0.04%0.07%Q1 2019Q1 202212
WEALTHSOURCE PARTNERS, LLC 1110.11%0.58%3.15%Q1 2016Q3 202312
HOLLENCREST CAPITAL MANAGEMENT 840.00%0.02%0.05%Q1 2018Q3 202312
CWA Asset Management Group, LLC 12120.09%0.37%1.38%Q4 2020Q3 202312
CEDAR HILL ASSOCIATES, LLC 12122.12%2.79%3.44%Q1 2016Q4 201812
UBS ASSET MANAGEMENT AMERICAS INC 12120.00%0.00%0.01%Q4 2016Q3 201912
Berman Capital Advisors, LLC 12120.01%0.21%0.82%Q4 2018Q3 202112
ALPHA WINDWARD LLC 1020.00%0.02%0.17%Q1 2016Q3 202012
NewEdge Wealth, LLC 12120.03%0.07%0.21%Q4 2020Q3 202312
MMA ASSET MANAGEMENT LLC 12120.35%0.48%0.65%Q4 2020Q3 202312
LAKE STREET PRIVATE WEALTH, LLC 1020.08%0.61%1.18%Q3 2019Q3 202212
CREATIVE FINANCIAL DESIGNS INC /ADV 1020.00%0.04%0.24%Q4 2016Q3 202212
HOWARD WEALTH MANAGEMENT, LLC 1020.16%0.40%0.54%Q4 2019Q4 202212
BREMER TRUST NATIONAL ASSOCIATION 12120.13%0.16%0.17%Q1 2016Q4 201812
Main Street Financial Solutions, LLC 12120.08%0.15%0.18%Q4 2020Q3 202312
Veritable, L.P. 910.01%0.01%0.01%Q1 2016Q1 202112
Windham Capital Management, LLC 12120.06%0.41%2.30%Q1 2016Q4 201812
Ironwood Wealth Management, LLC. 12120.50%1.80%3.59%Q4 2020Q3 202312
FLAGSHIP HARBOR ADVISORS, LLC 12120.00%0.01%0.04%Q2 2018Q1 202112
Independence Advisors, LLC 12120.48%0.99%2.06%Q4 2017Q3 202012
DELTA ASSET MANAGEMENT LLC/TN 1110.00%0.01%0.01%Q2 2019Q4 202212
Aaron Wealth Advisors LLC 12120.61%0.92%1.25%Q4 2020Q3 202312
Parcion Private Wealth LLC 1110.11%1.00%3.95%Q4 2019Q4 202212
Parallax Volatility Advisers, L.P. 12120.00%0.00%0.00%Q3 2016Q2 201912
Octavia Wealth Advisors, LLC 12120.04%0.07%0.09%Q4 2020Q3 202312
1900 WEALTH MANAGEMENT LLC 12120.07%0.38%0.68%Q4 2020Q3 202312
Relaxing Retirement Coach 930.14%3.00%6.88%Q2 2020Q2 202312
Proquility Private Wealth Partners, LLC 12120.64%1.19%1.92%Q4 2020Q3 202312
Smart Money Group LLC 930.17%0.88%2.90%Q4 2019Q2 202312
Corbenic Partners LLC 1110.00%0.55%3.46%Q4 2017Q2 202212
Advisor OS, LLC 1110.04%0.37%0.79%Q2 2020Q3 202312
Stonebridge Capital Advisors LLC 750.00%0.00%0.01%Q2 2019Q3 202212
QUADRANT CAPITAL GROUP LLC 12120.01%0.01%0.01%Q4 2019Q3 202212
ROWLAND CARMICHAEL ADVISORS INC /ADV 740.01%0.16%0.29%Q1 2016Q4 201811
TWO SIGMA SECURITIES, LLC 310.00%0.02%0.11%Q4 2016Q3 202211
Aspire Private Capital, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Nachman Norwood & Parrott, Inc 11110.08%0.12%0.15%Q4 2018Q2 202111
Snowden Capital Advisors LLC 710.01%0.03%0.18%Q4 2016Q2 202311
REILLY FINANCIAL ADVISORS, LLC 1010.00%0.00%0.04%Q1 2019Q4 202111
Visionary Wealth Advisors 740.02%0.20%0.30%Q4 2020Q3 202311
CALTON & ASSOCIATES, INC. 910.03%0.05%0.09%Q4 2017Q1 202211
IFG Advisory, LLC 11110.03%0.06%0.10%Q1 2021Q3 202311
Jentner Corp 11110.43%0.50%0.58%Q1 2021Q3 202311
YHB Investment Advisors, Inc. 11110.02%0.09%0.23%Q3 2020Q1 202311
Financial Management Professionals, Inc. 510.01%0.36%0.86%Q1 2018Q3 202311
AdvisorNet Financial, Inc 410.00%0.00%0.00%Q4 2017Q4 202211
Canvas Wealth Advisors, LLC 11110.20%0.55%1.17%Q1 2021Q3 202311
Moisand Fitzgerald Tamayo, LLC 1010.00%0.01%0.05%Q1 2016Q4 201911
O'Dell Group, LLC 650.01%0.18%0.37%Q4 2016Q3 202211
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 11110.04%0.05%0.06%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.01%0.02%Q1 2021Q3 202311
Freedom Investment Management, Inc. 11110.32%0.38%0.46%Q1 2021Q3 202311
Callan Capital, LLC 11110.33%1.83%10.22%Q2 2017Q4 201911
GIRARD PARTNERS LTD. 11110.05%0.07%0.09%Q4 2016Q2 201911
PAX Financial Group, LLC 11110.06%0.20%0.38%Q1 2021Q3 202311
CLIFFORD SWAN INVESTMENT COUNSEL LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
IHT Wealth Management, LLC 650.02%0.04%0.06%Q4 2016Q3 202311
Ironsides Asset Advisors, LLC 11110.09%0.67%1.18%Q1 2016Q3 201811
RELIANCE TRUST CO OF DELAWARE 11110.28%0.30%0.33%Q3 2016Q1 201911
Leelyn Smith, LLC 1010.00%0.00%0.01%Q1 2020Q4 202211
Parsec Financial Management, Inc. 11110.01%0.03%0.17%Q1 2020Q3 202211
FSA Wealth Management LLC 11110.62%1.40%2.24%Q4 2019Q2 202211
CAPITAL ONE, NATIONAL ASSOCIATION 1010.04%0.10%0.43%Q1 2016Q4 201911
TIEDEMANN ADVISORS, LLC 810.04%0.08%0.12%Q2 2017Q3 202211
MARK SHEPTOFF FINANCIAL PLANNING, LLC 11110.00%0.00%0.00%Q1 2020Q3 202211
IFG Advisors, LLC 10100.16%0.19%0.26%Q2 2021Q3 202310
Sigma Planning Corp 730.01%0.01%0.02%Q2 2018Q2 202110
ACCURATE INVESTMENT SOLUTIONS, INC. 820.02%0.03%0.04%Q3 2017Q1 202010
Perigon Wealth Management, LLC 820.02%0.04%0.05%Q2 2016Q3 202310
First Affirmative Financial Network 10100.52%0.86%1.14%Q3 2021Q4 202310
Carmichael Hill & Associates, Inc. 10100.00%0.03%0.06%Q2 2021Q3 202310
Procyon Advisors, LLC 10100.08%0.18%0.29%Q1 2020Q2 202210
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.01%Q1 2021Q3 202310
HHM Wealth Advisors, LLC 10100.02%0.02%0.04%Q1 2020Q2 202210
D.A. DAVIDSON & CO. 710.01%0.03%0.05%Q1 2016Q4 202210
OLD MISSION CAPITAL LLC 310.01%0.08%0.19%Q1 2017Q3 202210
Hefty Wealth Partners 10100.34%1.72%3.00%Q4 2015Q1 201810
Syverson Strege & Co 10100.01%1.98%3.50%Q4 2020Q1 202310
PRINCIPAL FINANCIAL GROUP INC 10100.00%0.00%0.00%Q4 2018Q1 202110
XML Financial, LLC 730.04%0.86%1.62%Q1 2020Q2 202310
FINANCIAL CONSULATE, INC 10100.42%0.56%0.68%Q4 2016Q1 201910
CFS Investment Advisory Services, LLC 910.03%0.06%0.11%Q4 2020Q3 202310
GREAT LAKES ADVISORS, LLC 10100.04%0.07%0.09%Q1 2016Q2 201810
BOKF, NA 310.00%0.01%0.02%Q3 2017Q3 202310
Patriot Financial Group Insurance Agency, LLC 10100.01%0.02%0.04%Q1 2020Q2 202210
SENTINEL PENSION ADVISORS INC 640.08%0.10%0.12%Q1 2020Q3 202210
LVW Advisors, LLC 10100.16%0.25%0.37%Q1 2016Q2 201810
Gratus Capital, LLC 510.03%0.64%1.46%Q1 2017Q1 202110
Gerber Kawasaki Wealth & Investment Management 10100.02%0.30%0.62%Q2 2021Q3 202310
PEDDOCK CAPITAL ADVISORS, LLC 10100.18%0.62%0.94%Q1 2021Q2 202310
Wealth Alliance Advisory Group, LLC 10100.14%0.58%1.28%Q4 2017Q1 202010
Wealthstar Advisors, LLC 10100.11%0.13%0.15%Q2 2021Q3 202310
Gladstone Institutional Advisory LLC 990.01%0.02%0.04%Q3 2021Q3 20239
Kingsview Wealth Management, LLC 630.01%0.03%0.04%Q2 2021Q3 20239
Accuvest Global Advisors 410.06%0.47%1.71%Q1 2016Q3 20189
Brand Asset Management Group, Inc. 990.01%0.03%0.06%Q1 2019Q1 20219
COMERICA SECURITIES,INC. 810.02%0.03%0.03%Q3 2020Q4 20229
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 990.00%0.00%0.00%Q2 2021Q2 20239
ONE Advisory Partners, LLC 510.17%0.57%0.94%Q1 2021Q3 20239
Clearview Wealth Advisors LLC 990.02%0.16%0.54%Q4 2020Q4 20229
StoneX Group Inc. 990.03%0.08%0.20%Q4 2019Q4 20219
ROPES WEALTH ADVISORS LLC 710.00%0.03%0.04%Q4 2016Q2 20229
PATHSTONE FAMILY OFFICE, LLC 810.01%0.03%0.05%Q2 2019Q4 20219
Cypress Capital, LLC 320.01%0.09%0.16%Q4 2018Q4 20219
Strategic Financial Services, Inc, 990.08%0.28%0.71%Q4 2019Q4 20219
Jacobi Capital Management LLC 810.00%0.00%0.01%Q2 2016Q3 20219
INR ADVISORY SERVICES LLC 990.00%0.00%0.00%Q1 2016Q1 20189
Ironwood Investment Counsel, LLC 540.05%0.13%0.29%Q3 2017Q2 20219
PARK AVENUE SECURITIES LLC 810.00%0.03%0.10%Q1 2016Q4 20229
Alhambra Investment Management LLC 990.25%0.29%0.38%Q2 2021Q2 20239
BELLEVUE ASSET MANAGEMENT, LLC 990.02%0.03%0.04%Q1 2020Q1 20229
Compagnie Lombard Odier SCmA 990.02%0.02%0.03%Q1 2016Q1 20189
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 540.18%0.25%0.73%Q2 2017Q3 20199
Clear Perspective Advisors, LLC 720.03%0.09%0.13%Q4 2016Q3 20199
Laidlaw Wealth Management LLC 810.03%0.15%0.27%Q4 2019Q1 20229
STUDIO INVESTMENT MANAGEMENT LLC 990.11%1.14%1.94%Q3 2021Q3 20239
Legacy Bridge, LLC 990.02%0.03%0.03%Q3 2021Q3 20239
First Heartland Consultants, Inc. 540.04%0.07%0.11%Q4 2017Q1 20219
Avantax Planning Partners, Inc. 810.01%0.07%0.20%Q4 2016Q3 20239
KESTRA PRIVATE WEALTH SERVICES, LLC 990.01%0.02%0.07%Q3 2021Q3 20239
Laurel Wealth Planning LLC 990.05%0.61%0.90%Q3 2021Q3 20239
CAPITAL ONE FINANCIAL CORP 990.39%0.77%1.18%Q1 2020Q1 20229
SignalPoint Asset Management, LLC 990.06%0.08%0.11%Q4 2019Q4 20219
NORTHERN TRUST CORP 310.00%0.00%0.00%Q1 2017Q3 20239
Citadel Advisors 210.00%0.00%0.00%Q4 2017Q3 20229
Arden Trust Co 990.03%0.20%0.27%Q2 2019Q2 20219
ACG Wealth 880.03%0.03%0.04%Q3 2017Q2 20198
HILL ISLAND FINANCIAL LLC 880.69%0.96%1.16%Q4 2021Q3 20238
Johnson Financial Group, LLC 310.03%1.02%4.88%Q4 2016Q3 20238
Western Pacific Wealth Management, LP 880.07%0.08%0.10%Q4 2021Q3 20238
Mason & Associates Inc 880.11%0.17%0.22%Q4 2021Q3 20238
TRANSCEND CAPITAL ADVISORS, LLC 510.03%0.05%0.11%Q3 2020Q3 20238
Level Financial Advisors 880.01%0.02%0.06%Q4 2021Q3 20238
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
SteelPeak Wealth, LLC 880.12%0.17%0.23%Q1 2021Q4 20228
Antonetti Capital Management LLC 880.55%0.77%0.94%Q4 2021Q3 20238
STOCK YARDS BANK & TRUST CO 880.04%0.05%0.05%Q2 2016Q1 20188
Quent Capital, LLC 881.02%3.64%5.41%Q4 2021Q3 20238
Baldrige Asset Management LLC 880.02%0.16%0.28%Q2 2021Q1 20238
Brio Consultants, LLC 620.07%0.25%1.15%Q4 2018Q3 20238
Aquire Wealth Advisors, LLC 881.84%2.39%2.80%Q4 2021Q3 20238
Merriman Wealth Management, LLC 880.05%0.20%0.71%Q1 2018Q4 20198
MY Wealth Management Inc. 880.35%2.16%5.72%Q4 2021Q3 20238
Belpointe Asset Management LLC 420.00%0.01%0.03%Q3 2018Q1 20238
Friedenthal Financial 880.63%0.66%0.69%Q4 2021Q3 20238
Glassman Wealth Services 710.01%0.05%0.12%Q1 2016Q4 20218
Curi Wealth Management, LLC 880.04%0.11%0.19%Q4 2020Q3 20228
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 610.00%0.02%0.08%Q1 2021Q3 20238
Evercore Wealth Management, LLC 880.00%0.00%0.00%Q1 2016Q4 20178
AXXCESS WEALTH MANAGEMENT, LLC 880.02%0.08%0.15%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.04%0.11%0.20%Q4 2021Q3 20238
CONFLUENCE INVESTMENT MANAGEMENT LLC 310.01%0.02%0.09%Q3 2017Q2 20238
Plancorp, LLC 882.28%17.59%32.28%Q4 2016Q3 20188
Colorado Capital Management, Inc. 880.32%0.55%0.65%Q2 2021Q1 20238
Sightline Wealth Advisors, LLC 410.33%0.58%0.75%Q4 2020Q3 20238
B. Riley Wealth Management, Inc. 610.00%0.02%0.03%Q1 2020Q2 20228
BOK Financial Private Wealth, Inc. 880.10%0.14%0.19%Q2 2016Q1 20188
DERBY & COMPANY, INC 881.50%2.02%2.32%Q4 2019Q3 20218
Beaird Harris Wealth Management, LLC 880.04%0.11%0.45%Q4 2021Q3 20238
Newbridge Financial Services Group, Inc. 880.00%0.00%0.00%Q3 2021Q2 20238
CAPITAL INSIGHT PARTNERS, LLC 880.10%0.12%0.14%Q3 2020Q2 20228
Spinnaker Investment Group, LLC 880.12%0.27%0.44%Q4 2021Q3 20238
Great Point Wealth Advisors, LLC 880.26%0.41%0.52%Q1 2019Q4 20208
First International Bank & Trust 880.43%0.68%1.06%Q4 2021Q3 20238
Valeo Financial Advisors, LLC 710.00%0.00%0.00%Q3 2018Q3 20208
Anson Capital, Inc. 881.21%2.63%5.37%Q4 2021Q3 20238
WEALTH MANAGEMENT RESOURCES, INC. 880.18%0.43%0.86%Q4 2021Q3 20238
UMB Bank, n.a. 530.00%0.01%0.03%Q1 2016Q4 20228
Morton Brown Family Wealth, LLC 880.01%0.25%0.57%Q4 2021Q3 20238
Argent Trust Co 880.02%0.03%0.03%Q3 2018Q2 20208
Lumature Wealth Partners, LLC 880.10%0.59%1.54%Q4 2020Q3 20228
EVERMAY WEALTH MANAGEMENT LLC 880.00%0.15%0.52%Q4 2021Q3 20238
Summit Financial Wealth Advisors, LLC 880.11%0.14%0.20%Q1 2018Q4 20198
Family Management Corp 510.00%0.12%0.43%Q4 2018Q2 20227
BKA Wealth Consulting, Inc. 770.32%0.37%0.42%Q1 2022Q3 20237
MANNING & NAPIER ADVISORS LLC 770.01%0.03%0.04%Q1 2016Q3 20177
ClearBridge Investments 770.00%0.00%0.00%Q4 2018Q2 20207
SAXON INTERESTS, INC. 770.16%0.25%0.35%Q4 2021Q2 20237
COUNTRY CLUB BANK /GFN 770.08%0.31%0.73%Q1 2022Q3 20237
Financial Strategies Group, Inc. 770.10%0.20%0.28%Q1 2022Q3 20237
Legacy Wealth Partners, Inc. 771.03%1.23%1.55%Q4 2019Q2 20217
LWS Wealth Advisors, Inc. 610.07%0.32%0.65%Q4 2019Q3 20237
Strategies Wealth Advisors, LLC 431.11%1.22%1.35%Q4 2021Q3 20237
Cable Hill Partners, LLC 770.00%0.00%0.00%Q1 2017Q3 20187
Financial Council Asset Management Inc 770.13%0.91%1.42%Q3 2021Q1 20237
Destination Wealth Management 610.01%0.01%0.02%Q2 2017Q2 20197
ERTS Wealth Advisors, LLC 770.15%0.49%0.86%Q1 2022Q3 20237
SAGE PRIVATE WEALTH GROUP, LLC 520.03%0.04%0.08%Q4 2020Q3 20227
JNBA Financial Advisors 610.00%0.04%0.06%Q4 2021Q3 20237
Goodman Advisory Group, LLC 610.00%0.19%0.57%Q4 2021Q3 20237
Archford Capital Strategies, LLC 520.00%0.05%0.11%Q1 2016Q2 20187
SCHMIDT P J INVESTMENT MANAGEMENT INC 770.08%0.16%0.26%Q3 2020Q1 20227
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.05%0.15%0.24%Q1 2022Q3 20237
COLDSTREAM CAPITAL MANAGEMENT INC 520.02%0.16%0.42%Q4 2016Q2 20227
Biltmore Capital Advisors LLC 770.09%0.27%0.58%Q1 2019Q3 20207
BRANDYWINE OAK PRIVATE WEALTH LLC 520.02%0.06%0.07%Q4 2018Q3 20237
Raab & Moskowitz Asset Management LLC 770.10%0.11%0.12%Q1 2016Q3 20177
SOUTH TEXAS MONEY MANAGEMENT LTD 770.05%0.23%0.29%Q1 2018Q3 20197
Aurora Private Wealth, Inc. 320.09%1.34%3.78%Q4 2019Q4 20217
Windsor Capital Management, LLC 770.18%0.24%0.33%Q1 2016Q3 20177
MEEDER ASSET MANAGEMENT INC 770.00%0.00%0.01%Q4 2020Q2 20227
Ausdal Financial Partners, Inc. 610.06%0.08%0.12%Q1 2019Q2 20227
MONARCH CAPITAL MANAGEMENT INC/ 770.08%0.09%0.10%Q3 2021Q1 20237
Vista Private Wealth Partners. LLC 430.14%0.25%0.39%Q3 2017Q1 20207
Rockwood Wealth Management, LLC 430.22%0.31%0.37%Q4 2021Q3 20237
Commonwealth Equity Services, Inc 770.37%0.41%0.46%Q1 2016Q3 20177
OGOREK ANTHONY JOSEPH /NY/ /ADV 770.01%0.01%0.01%Q2 2021Q4 20227
Avestar Capital, LLC 770.08%0.36%0.85%Q4 2017Q2 20197
ROCKLAND TRUST CO 610.03%0.08%0.20%Q1 2019Q3 20237
Keebeck Wealth Management, LLC 770.07%0.19%0.34%Q1 2022Q3 20237
Collaborative Wealth Managment Inc. 410.12%0.19%0.24%Q1 2021Q3 20237
MONEY CONCEPTS CAPITAL CORP 520.00%0.01%0.01%Q4 2020Q4 20227
Bedel Financial Consulting, Inc. 430.00%0.01%0.02%Q1 2018Q1 20227
TELEMUS CAPITAL, LLC 610.01%0.08%0.13%Q4 2017Q3 20237
COMERICA SECURITIES INC 770.03%0.04%0.06%Q2 2016Q4 20177
Confluence Wealth Management LLC 610.10%0.12%0.16%Q2 2016Q2 20197
Independent Portfolio Consultants, Inc. 660.39%0.52%0.62%Q1 2016Q2 20176
LIBERTY WEALTH MANAGEMENT LLC 420.00%0.00%0.00%Q4 2019Q3 20216
Burt Wealth Advisors 420.05%0.17%0.28%Q3 2018Q3 20236
PRIVATE TRUST CO NA 660.00%0.01%0.01%Q2 2022Q3 20236
IFC Holdings Incorporated/FL 510.02%0.08%0.39%Q1 2016Q3 20176
HERITAGE WEALTH MANAGEMENT, LLC 420.00%0.01%0.01%Q2 2021Q4 20226
FC Advisory LLC 660.44%0.64%0.74%Q3 2022Q4 20236
NWK Group, Inc. 660.03%0.04%0.06%Q4 2019Q1 20216
HCR Wealth Advisors 660.04%0.10%0.12%Q2 2022Q3 20236
VALLEY WEALTH MANAGERS, INC. 660.01%0.01%0.02%Q2 2022Q3 20236
One Wealth Advisors, LLC 410.12%0.35%0.56%Q3 2021Q3 20236
Freestone Capital Holdings, LLC 660.03%0.05%0.06%Q2 2022Q3 20236
Tradewinds Capital Management, LLC 660.00%0.00%0.00%Q2 2016Q3 20176
FLPUTNAM INVESTMENT MANAGEMENT CO 660.01%0.01%0.02%Q2 2021Q3 20226
WFG Advisors, LP 660.01%0.01%0.03%Q1 2016Q2 20176
Stratos Wealth Advisors, LLC 420.02%0.04%0.06%Q2 2021Q3 20236
Newport Capital Group, LLC 663.60%4.00%4.19%Q4 2020Q1 20226
Opal Wealth Advisors, LLC 661.49%19.33%27.90%Q2 2022Q3 20236
Financial Gravity Asset Management, Inc. 330.00%0.01%0.01%Q1 2018Q3 20196
Covenant Multifamily Offices, LLC 660.04%0.13%0.21%Q2 2019Q3 20206
Prairiewood Capital, LLC 660.41%0.75%1.42%Q2 2021Q3 20226
Virtu KCG Holdings LLC 660.01%0.02%0.03%Q1 2016Q2 20176
SeaCrest Wealth Management, LLC 660.01%0.01%0.01%Q4 2017Q1 20196
Chevy Chase Trust Holdings, LLC 420.01%0.01%0.02%Q1 2016Q4 20176
Pinnacle Advisory Group, Inc. 420.02%0.10%0.30%Q4 2016Q4 20196
WealthTrust Fairport, LLC 420.00%0.03%0.04%Q1 2016Q2 20186
Prosperity Planning, Inc. 660.43%0.59%0.90%Q2 2022Q3 20236
Sowell Financial Services LLC 210.00%0.02%0.13%Q4 2018Q1 20216
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
DRAVO BAY LLC 510.02%0.27%0.54%Q1 2022Q3 20236
Magnus Financial Group LLC 660.11%0.15%0.21%Q4 2018Q1 20206
Wealth CMT 660.67%1.68%3.11%Q1 2022Q2 20236
SEGALL BRYANT & HAMILL, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
SUTTON PLACE INVESTORS LLC 220.26%0.34%0.43%Q4 2021Q3 20236
USA FINANCIAL FORMULAS 310.00%2.28%4.99%Q1 2016Q4 20206
B. Riley Wealth Advisors, Inc. 510.01%0.01%0.01%Q1 2021Q3 20236
LEVEL FOUR ADVISORY SERVICES, LLC 510.02%0.13%0.26%Q1 2020Q3 20236
INVESTMENT CENTERS OF AMERICA INC 510.02%0.04%0.13%Q1 2016Q3 20176
High Note Wealth, LLC 550.08%0.10%0.11%Q4 2020Q4 20215
Everhart Financial Group, Inc. 310.15%0.26%0.42%Q4 2020Q3 20225
Global Wealth Strategies & Associates 550.79%0.84%0.90%Q4 2022Q4 20235
TRUEWEALTH LLC 550.06%0.12%0.17%Q4 2017Q4 20185
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 410.00%0.00%0.01%Q2 2022Q3 20235
TimeScale Financial, Inc. 550.00%0.00%0.01%Q2 2019Q2 20205
LBA Wealth Management, LLC 553.18%3.36%3.63%Q1 2016Q1 20175
High Net Worth Advisory Group LLC 550.06%0.06%0.06%Q4 2021Q4 20225
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.01%0.02%Q3 2020Q3 20235
HL FINANCIAL SERVICES LLC 320.01%0.01%0.01%Q1 2016Q1 20195
Mayflower Financial Advisors, LLC 550.08%0.10%0.12%Q3 2022Q3 20235
Baystate Wealth Management LLC 320.00%0.01%0.01%Q4 2017Q3 20205
BESSEMER GROUP INC 310.00%0.00%0.01%Q4 2019Q3 20235
McBroom & Associates, LLC 550.18%0.24%0.35%Q4 2021Q4 20225
Barrett Asset Management, LLC 550.00%0.00%0.00%Q1 2017Q1 20185
JFG Wealth Management, LLC 550.11%0.14%0.23%Q3 2022Q3 20235
MidWestOne Financial Group, Inc. 410.21%0.31%0.36%Q2 2019Q3 20205
Joseph P. Lucia & Associates, LLC 320.01%0.01%0.01%Q1 2021Q2 20225
Bridgeworth, LLC 320.08%0.15%0.21%Q4 2016Q2 20185
My Legacy Advisors, LLC 550.09%0.13%0.20%Q3 2022Q3 20235
FIRST INTERSTATE BANK 550.02%0.10%0.20%Q2 2022Q2 20235
AlphaMark Advisors, LLC 550.02%0.04%0.07%Q1 2020Q1 20215
CapWealth Advisors, LLC 550.04%0.05%0.07%Q2 2022Q2 20235
ECLECTIC ASSOCIATES INC /ADV 550.23%0.29%0.32%Q4 2021Q4 20225
Balentine LLC 550.00%0.00%0.00%Q3 2022Q3 20235
WADDELL & ASSOCIATES, LLC 550.07%0.07%0.09%Q3 2021Q3 20225
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 410.08%0.27%0.46%Q4 2020Q1 20225
Kore Private Wealth LLC 320.00%0.00%0.01%Q4 2018Q2 20205
Sharkey, Howes & Javer 550.15%1.01%3.39%Q3 2022Q3 20235
Surevest, LLC 550.09%0.12%0.17%Q4 2018Q4 20195
PagnatoKarp Partners LLC 550.13%0.15%0.18%Q1 2019Q1 20205
ZEKE CAPITAL ADVISORS, LLC 550.34%0.81%1.35%Q4 2016Q4 20175
Qube Research & Technologies Ltd 550.00%0.00%0.00%Q2 2021Q2 20225
WEST MICHIGAN ADVISORS, LLC 550.36%0.61%0.92%Q4 2021Q4 20225
Merit Financial Group, LLC 410.01%0.03%0.09%Q2 2022Q3 20235
Colonial Trust Advisors 550.05%0.06%0.06%Q3 2022Q3 20235
55I, LLC 550.07%0.15%0.27%Q1 2021Q1 20225
Manhattan West Asset Management, LLC 550.81%1.62%2.20%Q2 2022Q2 20235
QCI ASSET MANAGEMENT INC/NY 550.64%1.23%1.51%Q3 2020Q3 20215
Integrated Wealth Management 550.35%0.40%0.45%Q1 2016Q1 20175
Capital Directions Investment Advisors, LLC 410.00%0.03%0.07%Q3 2021Q4 20225
NWAM LLC 210.02%0.02%0.03%Q1 2021Q4 20225
WBH ADVISORY INC 320.06%0.08%0.11%Q4 2019Q2 20225
Apexium Financial, LP 550.05%0.08%0.10%Q3 2022Q3 20235
J.W. COLE ADVISORS, INC. 550.03%0.03%0.03%Q3 2022Q3 20235
AdvicePeriod, LLC 550.04%0.06%0.09%Q2 2020Q2 20215
MGO ONE SEVEN LLC 550.10%0.14%0.20%Q4 2019Q4 20205
PRUDENTIAL FINANCIAL INC 550.00%0.00%0.00%Q3 2022Q3 20235
Resonant Capital Advisors, LLC 550.06%0.12%0.20%Q2 2022Q2 20235
Grove Bank & Trust 410.01%0.03%0.08%Q1 2016Q2 20185
Brookstone Capital Management 550.01%0.01%0.01%Q3 2019Q3 20205
COZAD ASSET MANAGEMENT INC 550.03%0.05%0.06%Q2 2020Q2 20215
Goodwin Investment Advisory 550.02%0.13%0.22%Q4 2021Q4 20225
Hurlow Wealth Management Group, Inc. 550.56%0.62%0.71%Q3 2022Q3 20235
Ameritas Investment Company, LLC 310.01%0.02%0.03%Q4 2018Q1 20215
Column Capital Advisors, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
GABLES CAPITAL MANAGEMENT INC. 440.01%0.01%0.01%Q2 2018Q1 20194
Legacy Private Trust Co. 440.11%0.12%0.15%Q1 2016Q4 20164
BNP PARIBAS FINANCIAL MARKETS 210.00%0.00%0.00%Q4 2021Q2 20234
Cerity Partners LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Breakwater Capital Group 440.24%0.52%0.72%Q4 2022Q3 20234
Strategic Blueprint, LLC 310.02%0.05%0.07%Q2 2021Q3 20234
Summit Financial, LLC 310.02%0.12%0.30%Q4 2021Q1 20234
Clearstead Advisors, LLC 440.02%0.02%0.02%Q1 2021Q4 20214
Eagle Strategies LLC 440.47%0.88%1.22%Q4 2022Q3 20234
Yellowstone Partners, LLC 210.12%0.35%0.78%Q4 2013Q2 20164
Family Asset Management, LLC 440.00%0.17%0.66%Q4 2022Q3 20234
BAINCO INTERNATIONAL INVESTORS 310.00%0.09%0.12%Q1 2018Q4 20204
INVESTMENT SECURITY GROUP INC /CO/ /ADV 440.22%0.26%0.30%Q4 2020Q3 20214
CAPE COD FIVE CENTS SAVINGS BANK 440.02%0.02%0.02%Q4 2021Q3 20224
Per Stirling Capital Management, LLC. 440.08%0.09%0.09%Q4 2022Q3 20234
BlackRock Investment Management, LLC 440.00%0.00%0.00%Q1 2016Q4 20164
Winslow, Evans & Crocker, Inc. 440.04%0.06%0.07%Q1 2020Q4 20204
VICTORY CAPITAL MANAGEMENT INC 440.00%0.00%0.00%Q2 2020Q1 20214
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Bristlecone Advisors, LLC 210.02%0.14%0.22%Q1 2016Q1 20234
Oakwell Private Wealth Management, LLC 440.12%0.13%0.15%Q3 2022Q2 20234
Beacon Bridge Wealth Partners, LLC 440.12%0.14%0.17%Q4 2022Q3 20234
Sebold Capital Management, Inc. 441.74%2.07%2.36%Q4 2022Q3 20234
V Wealth Advisors LLC 310.05%0.14%0.18%Q2 2021Q2 20234
MSI Financial Services Inc 440.04%0.08%0.19%Q1 2016Q4 20164
SageView Advisory Group, LLC 440.13%0.16%0.20%Q4 2022Q3 20234
Birchcreek Wealth Management, LLC 440.29%0.35%0.46%Q4 2020Q3 20214
FREEDOM WEALTH ALLIANCE, LLC 440.27%0.44%0.53%Q4 2022Q3 20234
Alera Investment Advisors, LLC 220.01%0.04%0.08%Q4 2018Q1 20224
OXFORD ASSET MANAGEMENT LLP 210.01%0.01%0.01%Q3 2017Q2 20194
Farther Finance Advisors, LLC 440.00%0.06%0.22%Q4 2022Q3 20234
CENTRAL BANK & TRUST CO 440.05%0.05%0.05%Q1 2021Q4 20214
Carroll Financial Associates, Inc. 440.00%0.00%0.00%Q1 2016Q4 20164
Avidian Wealth Solutions, LLC 310.02%0.23%0.66%Q4 2021Q4 20224
BROWN BROTHERS HARRIMAN & CO 440.00%0.00%0.00%Q2 2022Q1 20234
St. Johns Investment Management Company, LLC 440.00%0.00%0.00%Q4 2016Q3 20174
Gateway Wealth Partners, LLC 440.05%0.07%0.08%Q4 2022Q3 20234
USAdvisors Wealth Management, LLC 440.17%0.53%0.76%Q1 2020Q4 20204
DFPG INVESTMENTS, LLC 440.04%0.05%0.08%Q4 2022Q3 20234
Advisory Alpha, LLC 440.00%0.00%0.00%Q4 2017Q3 20184
TRUST CO OF VERMONT 210.00%0.01%0.01%Q4 2016Q2 20234
Paradigm Financial Advisors, LLC 440.09%0.09%0.10%Q1 2021Q4 20214
Kathmere Capital Management, LLC 220.01%1.03%2.22%Q4 2019Q4 20204
Tidal Investments LLC 310.01%0.01%0.01%Q2 2022Q2 20234
EATON VANCE MANAGEMENT 440.00%0.01%0.03%Q1 2021Q4 20214
Marcum Wealth, LLC 440.04%0.04%0.06%Q2 2021Q1 20224
HOHIMER WEALTH MANAGEMENT, LLC 440.29%0.40%0.58%Q4 2021Q3 20224
MONTAG A & ASSOCIATES INC 440.00%0.00%0.00%Q3 2021Q2 20224
TUCKER ASSET MANAGEMENT LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Clifford Group, LLC 442.08%2.31%2.40%Q4 2022Q3 20234
Tennessee Valley Asset Management Partners 440.22%0.24%0.28%Q4 2022Q3 20234
Gradient Capital Advisors, LLC 440.27%0.47%0.66%Q4 2017Q3 20184
TCF National Bank 310.03%0.04%0.05%Q1 2020Q1 20214
LOWE BROCKENBROUGH & CO INC 310.04%0.04%0.05%Q3 2021Q3 20224
M Holdings Securities, Inc. 440.08%0.10%0.12%Q2 2018Q1 20194
Vestpro Financial Partners, Inc. dba CPF Texas 442.75%3.12%3.66%Q4 2017Q3 20184
Tilson Financial Group, Inc. 442.40%3.10%5.12%Q4 2022Q3 20234
PFS INVESTMENTS INC. 440.01%0.03%0.05%Q1 2019Q4 20194
Clarus Wealth Advisors 440.01%0.01%0.02%Q2 2018Q1 20194
Physician Wealth Advisors, Inc. 310.08%0.11%0.13%Q1 2020Q1 20224
WFA of San Diego, LLC 210.02%0.02%0.02%Q2 2022Q3 20234
Tower Research Capital LLC (TRC) 210.00%0.00%0.00%Q1 2020Q1 20234
Balboa Wealth Partners 440.10%0.16%0.19%Q3 2022Q2 20234
Sheaff Brock Investment Advisors, LLC 440.08%0.08%0.09%Q1 2016Q4 20164
ShoreHaven Wealth Partners, LLC 210.27%0.30%0.32%Q3 2022Q2 20233
BARCLAYS PLC 210.00%0.00%0.00%Q2 2021Q2 20233
PRICE T ROWE ASSOCIATES INC /MD/ 330.00%0.00%0.00%Q1 2017Q3 20173
Key FInancial Inc 330.02%0.02%0.02%Q1 2023Q3 20233
Econ Financial Services Corp 210.01%0.37%0.80%Q2 2019Q1 20223
BLUE SQUARE ASSET MANAGEMENT, LLC 330.17%0.34%0.68%Q3 2019Q1 20203
Fiduciary Planning LLC 330.01%0.01%0.01%Q3 2020Q1 20213
Lourd Capital, LLC 330.06%0.07%0.08%Q4 2018Q2 20193
KHP Capital, LLC 330.33%0.46%0.64%Q1 2018Q3 20183
Financial Gravity Companies, Inc. 210.01%0.01%0.01%Q4 2017Q4 20183
WESTWOOD HOLDINGS GROUP INC 330.00%0.00%0.00%Q3 2016Q1 20173
Bernardo Wealth Planning LLC 330.32%0.38%0.45%Q3 2020Q1 20213
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
WCG Wealth Advisors LLC 210.05%0.06%0.07%Q3 2022Q3 20233
VISTA FINANCE, LLC 211.65%2.62%4.36%Q4 2021Q3 20223
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Sandy Spring Bank 330.00%0.00%0.00%Q1 2016Q3 20163
Riggs Asset Managment Co. Inc. 330.00%0.00%0.00%Q4 2018Q2 20193
Chicago Partners Investment Group LLC 210.01%0.02%0.02%Q4 2016Q3 20183
Strategic Financial Concepts, LLC 330.09%0.10%0.10%Q1 2023Q3 20233
Wedmont Private Capital 330.10%0.11%0.13%Q4 2021Q2 20223
Sage Mountain Advisors LLC 330.00%0.01%0.04%Q1 2021Q3 20213
River Wealth Advisors LLC 330.00%0.00%0.00%Q2 2018Q4 20183
Virtue Capital Management, LLC 330.17%0.21%0.23%Q3 2021Q1 20223
LMCG INVESTMENTS, LLC 330.24%0.25%0.28%Q1 2022Q3 20223
BIP Wealth, LLC 330.02%0.03%0.05%Q1 2023Q3 20233
Arkadios Wealth Advisors 330.00%0.00%0.00%Q1 2021Q3 20213
RGT Wealth Advisors, LLC 330.14%0.16%0.17%Q4 2021Q2 20223
Bremer Bank National Association 210.12%0.30%0.65%Q1 2019Q4 20223
Sunbelt Securities, Inc. 330.00%0.00%0.01%Q1 2023Q3 20233
Mattern Wealth Management LLC 330.38%0.60%0.99%Q4 2019Q2 20203
BigSur Wealth Management LLC 330.65%0.70%0.73%Q3 2017Q1 20183
ASB Consultores, LLC 330.09%0.10%0.10%Q1 2022Q3 20223
Mosaic Family Wealth, LLC 330.00%0.00%0.00%Q4 2015Q2 20163
Capital One Investing, Inc. 330.46%0.58%0.67%Q1 2019Q3 20193
PFG Advisors 210.02%0.02%0.03%Q3 2021Q2 20233
Gerstein Fisher 330.55%0.58%0.61%Q1 2016Q3 20163
LITTLE HOUSE CAPITAL LLC 330.13%0.14%0.15%Q1 2019Q3 20193
Simplicity Solutions, LLC 210.00%0.02%0.04%Q4 2018Q4 20203
Guidant Wealth Advisors 330.07%0.07%0.07%Q1 2019Q3 20193
Prospera Financial Services Inc 210.00%0.00%0.01%Q1 2022Q3 20233
USCA RIA LLC 330.04%0.06%0.08%Q3 2019Q1 20203
TCWP LLC 210.02%0.04%0.06%Q1 2022Q4 20223
CYPRESS FINANCIAL PLANNING LLC 330.14%0.18%0.22%Q1 2023Q3 20233
Bernicke Wealth Management, Ltd. 330.17%0.18%0.19%Q1 2016Q3 20163
Lombard Odier Transatlantic Ltd 330.79%0.85%0.88%Q1 2016Q3 20163
Advisor Resource Council 330.18%0.26%0.39%Q1 2023Q3 20233
DAVIDSON INVESTMENT ADVISORS 330.37%0.51%0.78%Q1 2023Q3 20233
SII INVESTMENTS INC/WI 210.02%0.04%0.08%Q1 2016Q4 20163
MUFG Americas Holdings Corp 330.00%0.00%0.00%Q4 2017Q2 20183
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Fortis Advisors, LLC 330.01%0.01%0.01%Q1 2019Q3 20193
Tradition Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Clean Yield Group 210.01%0.01%0.01%Q2 2016Q1 20173
GoalVest Advisory LLC 330.02%0.06%0.15%Q4 2020Q2 20213
Providence Capital Advisors, LLC 330.00%0.00%0.01%Q3 2021Q1 20223
Virtu Financial LLC 330.01%0.03%0.06%Q4 2017Q2 20183
Tanglewood Legacy Advisors, LLC 330.40%0.42%0.44%Q1 2023Q3 20233
MRA Associates USA LLC 330.00%0.01%0.01%Q1 2019Q3 20193
Bowman & Co S.C. 330.16%0.51%0.80%Q1 2022Q3 20223
Grey Fox Wealth Advisors, LLC 210.04%0.35%0.94%Q4 2022Q3 20233
CHOREO, LLC 210.03%0.04%0.06%Q3 2016Q3 20173
VALICENTI ADVISORY SERVICES INC 330.36%0.38%0.42%Q3 2016Q1 20173
MYECFO, LLC 330.15%0.16%0.17%Q4 2022Q2 20233
Sterling Investment Advisors, Ltd. 330.00%0.00%0.00%Q3 2020Q1 20213
RDA Financial Network 330.14%0.18%0.24%Q3 2021Q1 20223
Vigilant Capital Management, LLC 110.00%0.02%0.04%Q1 2019Q1 20223
High Falls Advisors, Inc 210.09%0.10%0.12%Q3 2021Q3 20233
Kraft, Davis & Associates, LLC 210.09%0.10%0.11%Q4 2022Q3 20233
Prime Capital Investment Advisors, LLC 210.01%0.02%0.03%Q2 2018Q3 20233
BB&T INVESTMENT SERVICES, INC. 330.00%0.01%0.01%Q2 2017Q4 20173
Acorn Wealth Advisors, LLC 330.02%0.02%0.02%Q4 2017Q2 20183
Cedar Brook Financial Partners, LLC 330.06%0.06%0.06%Q4 2022Q2 20233
Latitude Advisors, LLC 330.24%0.32%0.38%Q2 2022Q4 20223
Investors Research Corp 210.00%0.00%0.00%Q1 2019Q2 20233
CHEMICAL BANK 330.06%0.08%0.13%Q1 2018Q3 20183
Allred Capital Management, LLC 110.01%0.08%0.20%Q4 2018Q1 20213
Atria Wealth Solutions, Inc. 330.01%0.02%0.02%Q1 2022Q3 20223
Schneider Downs Wealth Management Advisors, LP 210.08%0.70%1.92%Q3 2016Q2 20213
Neuberger Berman Group LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Flagship Private Wealth, LLC 330.05%0.08%0.10%Q4 2020Q2 20213
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.01%Q3 2022Q3 20233
RFG HOLDINGS, INC. 210.11%0.14%0.17%Q4 2020Q1 20223
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q2 2019Q1 20202
RIA Advisory Group LLC 220.11%0.14%0.17%Q4 2022Q1 20232
CITIZENS FINANCIAL GROUP INC/RI 110.01%0.01%0.01%Q1 2019Q4 20192
JACOBSON & SCHMITT ADVISORS, LLC 220.12%0.12%0.12%Q3 2022Q4 20222
Hoxton Planning & Management, LLC 220.97%1.17%1.37%Q4 2022Q1 20232
CASTLE WEALTH MANAGEMENT LLC 220.05%0.05%0.05%Q2 2022Q3 20222
TRUST DEPARTMENT MB FINANCIAL BANK N A 220.03%0.03%0.03%Q3 2017Q4 20172
FRONTIER INVESTMENT MGMT CO 220.02%0.02%0.02%Q1 2020Q2 20202
Cypress Wealth Services, LLC 110.06%0.06%0.07%Q4 2022Q2 20232
ZACKS INVESTMENT MANAGEMENT 220.01%0.01%0.01%Q4 2016Q1 20172
KM Capital Management Ltd. 220.53%1.42%2.30%Q2 2023Q3 20232
ACCESS FINANCIAL SERVICES, INC. 220.21%0.24%0.28%Q4 2016Q1 20172
MOTCO 110.00%0.00%0.00%Q4 2017Q3 20192
SHEETS SMITH WEALTH MANAGEMENT 220.07%0.07%0.07%Q2 2023Q3 20232
Atlantic Union Bankshares Corp 220.08%0.10%0.11%Q2 2017Q3 20172
Highview Capital Management LLC/DE/ 220.12%0.13%0.13%Q4 2022Q1 20232
Agate Pass Investment Management, LLC 110.16%0.25%0.34%Q2 2022Q4 20232
HARVEST GROUP WEALTH MANAGEMENT, LLC 220.16%0.17%0.18%Q4 2017Q1 20182
Hamilton Capital, LLC 220.02%0.04%0.06%Q3 2021Q4 20212
Aptus Capital Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Transform Wealth, LLC 220.44%0.46%0.49%Q2 2016Q3 20162
Stone Point Wealth LLC 220.19%0.30%0.42%Q4 2021Q1 20222
HARBOR INVESTMENT ADVISORY, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
AMERICAN NATIONAL BANK 220.05%0.06%0.06%Q4 2021Q1 20222
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.05%0.06%0.08%Q2 2016Q4 20212
Polaris Wealth Advisory Group, LLC 110.00%0.00%0.00%Q1 2018Q3 20182
Claro Advisors LLC 220.16%0.16%0.16%Q2 2022Q3 20222
BBVA USA 220.02%0.02%0.02%Q2 2021Q3 20212
Astoria Strategic Wealth, Inc. 223.33%4.12%4.91%Q4 2019Q1 20202
Rodgers & Associates, LTD 220.22%0.23%0.23%Q4 2020Q1 20212
Astoria Portfolio Advisors LLC. 220.65%0.75%0.86%Q2 2022Q3 20222
Capital Investment Advisors, LLC 220.02%0.03%0.04%Q4 2021Q1 20222
FDx Advisors, Inc. 110.01%0.01%0.01%Q2 2017Q4 20172
Bramshill Investments, LLC 220.01%0.06%0.11%Q2 2017Q3 20172
Wealth Alliance 110.03%0.04%0.05%Q3 2021Q2 20232
Fulcrum Capital LLC 220.09%0.11%0.13%Q1 2019Q2 20192
Annapolis Financial Services, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Capital Bank & Trust Co 220.00%0.00%0.00%Q3 2019Q4 20192
Hayden Royal, LLC 110.14%0.15%0.15%Q1 2020Q3 20202
FormulaFolio Investments, LLC 220.12%0.12%0.12%Q2 2016Q3 20162
CITY HOLDING CO 220.01%0.01%0.01%Q1 2016Q2 20162
FIRST FOUNDATION ADVISORS 220.06%0.06%0.06%Q1 2016Q2 20162
Avalon Trust Co 220.04%0.04%0.05%Q1 2023Q2 20232
Armstrong, Fleming & Moore, Inc 220.24%0.35%0.46%Q2 2023Q3 20232
Ford Financial Group, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
Doyle Wealth Management 110.01%0.01%0.02%Q4 2018Q2 20192
ATTICUS WEALTH MANAGEMENT, LLC 110.02%0.04%0.08%Q1 2022Q3 20232
BROWN WEALTH MANAGEMENT, LLC 220.43%0.72%1.02%Q2 2023Q3 20232
Wealth Quarterback LLC 220.00%0.00%0.00%Q4 2019Q1 20202
PFW Advisors LLC 220.29%0.30%0.30%Q2 2023Q3 20232
BT Wealth Management LLC 220.10%0.11%0.12%Q1 2020Q2 20202
WealthBridge Capital Management, LLC 220.07%0.08%0.08%Q4 2018Q1 20192
ProVise Management Group, LLC 110.04%0.05%0.06%Q3 2018Q4 20202
GOULD ASSET MANAGEMENT LLC /CA/ 110.08%0.08%0.09%Q3 2018Q2 20202
Private Advisory Group LLC 220.26%0.26%0.26%Q4 2018Q1 20192
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
RMR Wealth Builders 220.01%0.02%0.02%Q4 2020Q1 20212
Miracle Mile Advisors, LLC 220.02%0.02%0.03%Q1 2020Q2 20202
Bogart Wealth, LLC 110.00%0.00%0.00%Q4 2021Q2 20222
Stokes Family Office, LLC 220.03%0.04%0.05%Q1 2022Q2 20222
C M BIDWELL & ASSOCIATES LTD 220.01%0.01%0.01%Q1 2019Q2 20192
MYCIO WEALTH PARTNERS, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
LGT Financial Advisors LLC 220.01%0.03%0.06%Q2 2023Q3 20232
Auour Investments LLC 220.12%0.12%0.12%Q2 2023Q3 20232
Sentinus, LLC 220.08%0.09%0.10%Q1 2023Q2 20232
Laurel Wealth Advisors, Inc. 220.03%0.03%0.03%Q3 2022Q4 20222
Alliance Wealth Management Group 220.44%0.51%0.57%Q1 2018Q2 20182
HBK Sorce Advisory LLC 110.06%0.15%0.23%Q4 2016Q4 20172
Sharper & Granite LLC 220.41%0.48%0.55%Q4 2022Q1 20232
MCF Advisors LLC 220.00%0.13%0.26%Q2 2018Q3 20182
Beaumont Financial Partners, LLC 220.66%0.66%0.66%Q2 2022Q3 20222
TOWNSQUARE CAPITAL LLC 220.02%0.02%0.04%Q2 2023Q3 20232
MainStreet Investment Advisors LLC 220.03%0.18%0.33%Q2 2020Q3 20202
Holistic Financial Partners 220.02%0.02%0.02%Q4 2017Q1 20182
FSB PREMIER WEALTH MANAGEMENT, INC. 220.49%0.52%0.54%Q4 2020Q1 20212
Idaho Trust Bank 221.17%1.18%1.19%Q2 2023Q3 20232
Professional Financial Advisors, LLC 220.01%0.01%0.01%Q3 2020Q4 20202
Vanguard Personalized Indexing Management, LLC 110.05%0.07%0.09%Q4 2020Q1 20222
PEAK FINANCIAL ADVISORS LLC 224.34%4.67%4.99%Q1 2022Q2 20222
Oak Point Wealth Management 222.43%3.16%3.88%Q4 2017Q1 20182
STRALEM & CO INC 220.08%0.08%0.09%Q1 2020Q2 20202
Davis Capital Management 220.13%0.15%0.16%Q1 2020Q2 20202
Summit Trail Advisors, LLC 110.00%0.46%0.92%Q2 2018Q1 20202
DDD Partners, LLC 220.48%0.49%0.49%Q4 2017Q1 20182
NKCFO LLC 221.37%1.45%1.53%Q4 2018Q1 20192
Lake Hills Wealth Management, LLC 220.26%5.27%10.28%Q3 2022Q4 20222
tru Independence LLC 110.52%0.52%0.52%Q4 2019Q3 20202
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Icon Wealth Advisors, LLC 220.04%0.04%0.04%Q3 2022Q4 20222
Oxler Private Wealth LLC 220.05%0.06%0.06%Q2 2022Q3 20222
Headlands Technologies LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Charles Schwab Investment Advisory, Inc. 220.01%0.08%0.16%Q4 2017Q1 20182
Sonora Investment Management, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
HERITAGE INVESTORS MANAGEMENT CORP 110.02%0.02%0.02%Q3 2023Q3 20231
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
BIVIN & ASSOCIATES, INC. 110.06%0.06%0.06%Q4 2021Q4 20211
Towercrest Capital Management 110.24%0.24%0.24%Q2 2018Q2 20181
Stone House Investment Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Lansing Street Advisors 110.02%0.02%0.02%Q4 2022Q4 20221
MONETA GROUP INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q4 2022Q4 20221
CONNING INC. 110.04%0.04%0.04%Q2 2016Q2 20161
Heritage Trust Co 110.01%0.01%0.01%Q1 2017Q1 20171
Fortress Wealth Management, Inc. 110.17%0.17%0.17%Q4 2021Q4 20211
Quadrant Private Wealth Management, LLC 110.08%0.08%0.08%Q2 2023Q2 20231
TRUE Private Wealth Advisors 110.25%0.25%0.25%Q3 2023Q3 20231
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
OSTERWEIS CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q3 2022Q3 20221
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
NOTTINGHAM ADVISORS, INC. 110.14%0.14%0.14%Q1 2016Q1 20161
Signature Financial Management, Inc. 110.09%0.09%0.09%Q3 2016Q3 20161
CAMBRIDGE TRUST CO 110.04%0.04%0.04%Q4 2017Q4 20171
Solstein Capital, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Vestmark Advisory Solutions, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
PHILLIPS FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
ADVISOR PARTNERS LLC 110.13%0.13%0.13%Q4 2021Q4 20211
Meridian Wealth Management, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 110.02%0.02%0.02%Q1 2017Q1 20171
Evolution Wealth Advisors, LLC 110.07%0.07%0.07%Q4 2019Q4 20191
Gryphon Financial Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
BancFirst Trust & Investment Management 110.09%0.09%0.09%Q4 2023Q4 20231
Community Bank, N.A. 110.01%0.01%0.01%Q2 2020Q2 20201
W ADVISORS, LLC 110.19%0.19%0.19%Q3 2022Q3 20221
Old North State Trust, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Savant Capital, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Concord Wealth Partners 110.00%0.00%0.00%Q4 2022Q4 20221
Clear Creek Financial Management, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Renasant Bank 110.23%0.23%0.23%Q4 2020Q4 20201
Hardy Reed LLC 110.06%0.06%0.06%Q4 2020Q4 20201
AMARILLO NATIONAL BANK 110.07%0.07%0.07%Q2 2022Q2 20221
Bell Rock Capital LLC 110.55%0.55%0.55%Q2 2022Q2 20221
Beacon Pointe Wealth Advisors, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
EPG Wealth Management LLC 110.14%0.14%0.14%Q4 2019Q4 20191
Reby Advisors, LLC 111.38%1.38%1.38%Q4 2020Q4 20201
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
ADVISOR CONSULTANT NETWORK INC 110.29%0.29%0.29%Q3 2016Q3 20161
Peak Capital Management LLC 110.17%0.17%0.17%Q2 2017Q2 20171
Redhawk Wealth Advisors, Inc. 110.01%0.01%0.01%Q2 2019Q2 20191
Crossmark Global Holdings, Inc. 110.01%0.01%0.01%Q3 2020Q3 20201
CABANA LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Compass Ion Advisors, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Confluence Wealth Services, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Hirtle Callaghan & Co LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Arlington Capital Management, Inc. 112.69%2.69%2.69%Q1 2016Q1 20161
PIERSHALE FINANCIAL GROUP, INC. 110.30%0.30%0.30%Q2 2020Q2 20201
Clarkston Capital Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Thor Advisors, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
WELCH & FORBES LLC 110.01%0.01%0.01%Q4 2016Q4 20161
CAHILL FINANCIAL ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20211
Western Wealth Management, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
BENJAMIN EDWARDS INC 110.02%0.02%0.02%Q4 2022Q4 20221
Mount Yale Investment Advisors, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Pinnacle Bancorp, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
iAB Financial Bank 110.14%0.14%0.14%Q2 2016Q2 20161
San Luis Wealth Advisors LLC 110.26%0.26%0.26%Q3 2022Q3 20221
Capstone Triton Financial Group, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
THEORY FINANCIAL LLC 110.18%0.18%0.18%Q3 2023Q3 20231
ETF Portfolio Partners, Inc. 110.37%0.37%0.37%Q1 2016Q1 20161
Moors & Cabot, Inc. 110.12%0.12%0.12%Q3 2018Q3 20181
Truepoint, Inc. 110.06%0.06%0.06%Q2 2018Q2 20181
Independent Advisor Alliance 110.04%0.04%0.04%Q4 2019Q4 20191
Apriem Advisors 110.04%0.04%0.04%Q2 2022Q2 20221
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
HARTLINE INVESTMENT CORP/ 110.33%0.33%0.33%Q3 2022Q3 20221
Kowal Investment Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Paloma Partners Management Co 110.02%0.02%0.02%Q3 2019Q3 20191
Clarius Group, LLC 113.21%3.21%3.21%Q4 2018Q4 20181
Firestone Capital Management 110.03%0.03%0.03%Q4 2019Q4 20191
United Community Bank 110.03%0.03%0.03%Q3 2023Q3 20231
Clarity Financial LLC 110.17%0.17%0.17%Q2 2023Q2 20231
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q2 2019Q2 20191
Permit Capital Advisors, LLC 110.08%0.08%0.08%Q1 2022Q1 20221
PACIFIC CAPITAL WEALTH ADVISORS, INC 110.00%0.00%0.00%Q3 2020Q3 20201
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 110.03%0.03%0.03%Q1 2018Q1 20181
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Intercontinental Wealth Advisors, LLC 110.13%0.13%0.13%Q3 2017Q3 20171
PGIM Custom Harvest LLC 110.12%0.12%0.12%Q4 2020Q4 20201
ALTERNA WEALTH MANAGEMENT, INC 110.66%0.66%0.66%Q4 2018Q4 20181
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
Cordant, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Stadion Money Management, LLC 110.91%0.91%0.91%Q2 2016Q2 20161
CXI Advisors 110.06%0.06%0.06%Q4 2019Q4 20191
Essex Financial Services, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
First Command Financial Services, Inc. 110.04%0.04%0.04%Q4 2020Q4 20201
Homrich & Berg 110.01%0.01%0.01%Q4 2020Q4 20201
Braun-Bostich & Associates Inc. 110.06%0.06%0.06%Q3 2020Q3 20201
Vision Capital Management, Inc. 110.09%0.09%0.09%Q3 2023Q3 20231
Bay Harbor Wealth Management, LLC 110.04%0.04%0.04%Q3 2019Q3 20191
WealthOne, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Coston, McIsaac & Partners 110.02%0.02%0.02%Q4 2022Q4 20221
Sterling Financial Planning, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
Human Investing LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
Quantum Capital Management, LLC / NJ 110.00%0.00%0.00%Q3 2017Q3 20171
Clarfeld Financial Advisors, LLC 110.13%0.13%0.13%Q4 2018Q4 20181
Safeguard Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Bay Rivers Group 110.27%0.27%0.27%Q4 2019Q4 20191
North Star Investment Management Corp. 110.00%0.00%0.00%Q4 2021Q4 20211
PNC Managed Account Solutions, Inc. 111.91%1.91%1.91%Q2 2021Q2 20211
GREENLEAF TRUST 110.00%0.00%0.00%Q1 2022Q1 20221
Acropolis Investment Management, LLC 110.03%0.03%0.03%Q1 2016Q1 20161
Ironwood Financial, llc 110.02%0.02%0.02%Q1 2016Q1 20161
Elequin Capital, LP 110.35%0.35%0.35%Q2 2022Q2 20221
Aries Wealth Management 110.30%0.30%0.30%Q1 2022Q1 20221
Carmel Capital Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Plante Moran Financial Advisors, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
LJI Wealth Management, LLC 111.39%1.39%1.39%Q4 2022Q4 20221
PRIVATE CAPITAL MANAGEMENT LLC 110.15%0.15%0.15%Q1 2023Q1 20231
Rainier Group Investment Advisory LLC 110.51%0.51%0.51%Q1 2018Q1 20181
PIN OAK INVESTMENT ADVISORS INC 110.00%0.00%0.00%Q1 2023Q1 20231
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Pinnacle Wealth Advisors 110.06%0.06%0.06%Q2 2021Q2 20211
LODESTAR PRIVATE ASSET MANAGEMENT LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Stephens Consulting, LLC 110.30%0.30%0.30%Q1 2023Q1 20231
CENTRAL TRUST Co 110.00%0.00%0.00%Q1 2017Q1 20171
Stratos Investment Management, LLC 110.17%0.17%0.17%Q1 2019Q1 20191
3D ASSET MANAGEMENT, INC 112.50%2.50%2.50%Q2 2016Q2 20161
JOURNEY STRATEGIC WEALTH LLC 110.02%0.02%0.02%Q4 2022Q4 20221
HB Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
Rice Partnership, LLC 110.16%0.16%0.16%Q2 2018Q2 20181
Gupta Wealth Management LLC 110.03%0.03%0.03%Q1 2016Q1 20161
Regent Peak Wealth Advisors LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
TRADITION CAPITAL MANAGEMENT LLC 110.08%0.08%0.08%Q2 2017Q2 20171
Sepio Capital, LP 110.10%0.10%0.10%Q3 2023Q3 20231
Savior LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
AMERICAN INTERNATIONAL GROUP, INC. 110.00%0.00%0.00%Q1 2016Q1 20161
Accurate Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Keystone Financial Group 110.08%0.08%0.08%Q3 2023Q3 20231
Trexquant Investment LP 110.01%0.01%0.01%Q2 2023Q2 20231
Claraphi Advisory Network, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Main Management LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Kades & Cheifetz LLC 115.08%5.08%5.08%Q3 2023Q3 20231
Nemes Rush Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Holloway Wealth Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
CANTOR FITZGERALD, L. P. 110.01%0.01%0.01%Q2 2023Q2 20231
Stearns Financial Services Group 110.00%0.00%0.00%Q1 2020Q1 20201
CIBC BANK USA 110.12%0.12%0.12%Q1 2017Q1 20171
Farmer Steven Patrick 110.01%0.01%0.01%Q2 2022Q2 20221
Ceros Financial Services Inc. 110.16%0.16%0.16%Q1 2019Q1 20191
FIRETHORN WEALTH PARTNERS, LLC 110.22%0.22%0.22%Q3 2022Q3 20221
Proficio Capital Partners LLC 110.01%0.01%0.01%Q4 2016Q4 20161
BRIGHTON JONES LLC 110.05%0.05%0.05%Q1 2016Q1 20161
JOHNSON INVESTMENT COUNSEL INC 110.01%0.01%0.01%Q3 2017Q3 20171
Legacy Wealth Management, Inc 110.83%0.83%0.83%Q4 2018Q4 20181
MBA Advisors LLC 110.16%0.16%0.16%Q2 2022Q2 20221
Tarbox Family Office, Inc. 110.07%0.07%0.07%Q4 2017Q4 20171
RIDGECREST WEALTH PARTNERS, LLC 110.26%0.26%0.26%Q4 2021Q4 20211
Glass Jacobson Investment Advisors llc 110.01%0.01%0.01%Q2 2023Q2 20231
First Command Bank 110.04%0.04%0.04%Q4 2020Q4 20201
Roble, Belko & Company, Inc 110.00%0.00%0.00%Q1 2022Q1 20221
CGN Advisors LLC 110.12%0.12%0.12%Q2 2022Q2 20221
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%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.