SPDR SER TR shareholder history

Current and past SPDR SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 1810.00%0.00%0.00%Q4 2016Q3 202338
IFP Advisors, Inc 17130.00%0.02%0.22%Q1 2016Q3 202330
BANK OF AMERICA CORP /DE/ 29290.00%0.01%0.02%Q3 2016Q3 202329
Cambridge Investment Research Advisors, Inc. 29290.00%0.05%0.17%Q3 2016Q3 202329
RAYMOND JAMES & ASSOCIATES 28280.00%0.00%0.01%Q4 2016Q3 202328
LPL Financial LLC 28280.01%0.04%0.12%Q4 2016Q3 202328
UBS Group AG 28280.00%0.01%0.02%Q4 2016Q3 202328
ROYAL BANK OF CANADA 28280.00%0.01%0.02%Q4 2016Q3 202328
Private Advisor Group, LLC 28280.01%0.03%0.12%Q4 2016Q3 202328
Creative Planning 27270.00%0.00%0.01%Q1 2017Q3 202327
MORGAN STANLEY 27270.00%0.00%0.02%Q1 2017Q3 202327
ENVESTNET ASSET MANAGEMENT INC 2060.00%0.01%0.02%Q1 2017Q3 202326
Kingsview Wealth Management, LLC 2060.02%0.20%0.59%Q1 2017Q3 202326
Geneos Wealth Management Inc. 25250.00%0.03%0.14%Q3 2017Q3 202325
Cutler Group LLC / CA 10100.00%0.00%0.02%Q2 2021Q3 202325
PNC FINANCIAL SERVICES GROUP, INC. 25250.00%0.00%0.00%Q3 2017Q3 202325
Gradient Investments LLC 24240.00%0.26%0.54%Q4 2017Q3 202324
Capital Investment Advisory Services, LLC 24240.01%0.09%0.24%Q4 2017Q3 202324
SUSQUEHANNA INTERNATIONAL GROUP, LLP 910.00%0.00%0.00%Q2 2016Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.03%Q4 2017Q3 202324
BlackRock Inc. 24240.00%0.00%0.00%Q4 2017Q3 202324
HighTower Advisors, LLC 24240.01%0.01%0.03%Q4 2017Q3 202324
SIGNET FINANCIAL MANAGEMENT, LLC 23230.07%0.11%0.19%Q1 2018Q3 202323
ASSETMARK, INC 23230.01%0.09%0.25%Q1 2018Q3 202323
CITIGROUP INC 1030.00%0.00%0.00%Q1 2017Q3 202323
WealthPLAN Partners, LLC 1850.21%0.40%0.69%Q4 2017Q4 202323
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.00%Q1 2018Q3 202323
CENTAURUS FINANCIAL, INC. 23230.02%0.19%0.40%Q1 2018Q3 202323
Financial Enhancement Group LLC 23230.04%0.07%0.11%Q1 2018Q3 202323
Focused Wealth Management, Inc 23230.02%0.16%0.45%Q1 2018Q3 202323
Alliance Wealth Management Group 23230.10%0.34%0.87%Q4 2017Q2 202323
Capital Advisory Group Advisory Services, LLC 23230.02%0.64%2.49%Q1 2018Q3 202323
AMERIPRISE FINANCIAL INC 22220.00%0.01%0.03%Q2 2018Q3 202322
Raymond James Financial Services Advisors, Inc. 22220.00%0.02%0.07%Q2 2018Q3 202322
Towercrest Capital Management 22220.06%0.26%0.48%Q2 2018Q3 202322
CITY HOLDING CO 22220.00%0.02%0.03%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.06%Q3 2018Q3 202321
GOLDMAN SACHS GROUP INC 21210.00%0.00%0.01%Q3 2018Q3 202321
Acorn Wealth Advisors, LLC 930.07%0.19%0.26%Q4 2017Q2 202321
Advisory Services Network, LLC 1920.00%0.02%0.05%Q4 2017Q3 202321
Raab & Moskowitz Asset Management LLC 21210.02%0.38%1.44%Q3 2018Q3 202321
Kohmann Bosshard Financial Services, LLC 20200.06%0.19%0.28%Q4 2018Q3 202320
Front Row Advisors LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
HOWARD FINANCIAL SERVICES, LTD. 20200.08%0.18%0.30%Q4 2018Q3 202320
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 20200.00%0.00%0.01%Q4 2018Q3 202320
DFPG INVESTMENTS, LLC 20200.02%0.32%1.34%Q4 2018Q3 202320
Continuum Advisory, LLC 20200.08%0.21%0.32%Q4 2018Q3 202320
MML INVESTORS SERVICES, LLC 20200.01%0.06%0.17%Q4 2018Q3 202320
Valeo Financial Advisors, LLC 20200.00%0.03%0.05%Q4 2018Q3 202320
JANE STREET GROUP, LLC 920.00%0.00%0.01%Q4 2015Q3 202320
WELLS FARGO & COMPANY/MN 1910.00%0.01%0.02%Q3 2018Q3 202320
Vantage Investment Partners, LLC 1190.01%0.03%0.05%Q3 2018Q3 202320
FMR LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
Janney Montgomery Scott LLC 20200.01%0.01%0.02%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.01%0.13%0.49%Q4 2018Q3 202320
First PREMIER Bank 19190.10%0.72%1.25%Q1 2019Q3 202319
RDA Financial Network 19191.24%1.70%2.30%Q1 2019Q3 202319
Stratos Wealth Partners, LTD. 1710.00%0.03%0.06%Q1 2018Q3 202319
MONETA GROUP INVESTMENT ADVISORS LLC 19190.01%0.14%0.66%Q3 2018Q1 202319
WEDBUSH SECURITIES INC 19190.02%0.07%0.18%Q1 2019Q3 202319
LexAurum Advisors, LLC 19190.17%0.28%0.61%Q1 2019Q3 202319
FDx Advisors, Inc. 1540.01%0.09%0.25%Q4 2016Q3 202319
FINANCIAL CONSULATE, INC 19190.09%0.14%0.21%Q1 2019Q3 202319
CAPTRUST FINANCIAL ADVISORS 1510.00%0.00%0.01%Q2 2018Q3 202319
Moloney Securities Asset Management, LLC 19190.05%0.08%0.15%Q1 2019Q3 202319
Cetera Advisor Networks LLC 1180.00%0.01%0.03%Q3 2018Q3 202319
Global Retirement Partners, LLC 1270.00%0.12%0.82%Q4 2018Q3 202319
StrategIQ Financial Group, LLC 19190.04%0.08%0.16%Q1 2019Q3 202319
American Portfolios Advisors 19190.00%0.03%0.07%Q1 2018Q3 202219
CWM, LLC 1080.00%0.01%0.05%Q1 2019Q3 202318
HUNTINGTON NATIONAL BANK 18180.00%0.00%0.00%Q2 2019Q3 202318
BALDWIN BROTHERS LLC/MA 18180.00%0.01%0.01%Q3 2019Q4 202318
BerganKDV Wealth Management, LLC 1620.02%0.06%0.09%Q2 2018Q2 202318
Aptus Capital Advisors, LLC 18180.04%0.09%0.57%Q2 2019Q3 202318
AlphaStar Capital Management, LLC 1220.01%0.39%1.98%Q3 2017Q1 202318
Mutual Advisors, LLC 18180.03%0.07%0.18%Q2 2019Q3 202318
Tower Research Capital LLC (TRC) 630.00%0.03%0.07%Q1 2018Q3 202318
TRUST CO OF VERMONT 1110.00%0.00%0.00%Q4 2018Q3 202318
Steward Partners Investment Advisory, LLC 18180.00%0.02%0.06%Q2 2019Q3 202318
LINCOLN NATIONAL CORP 1170.01%0.01%0.03%Q1 2018Q3 202318
Dynamic Advisor Solutions LLC 990.01%0.13%0.81%Q3 2018Q2 202318
AE Wealth Management LLC 18180.01%0.03%0.19%Q2 2019Q3 202318
FIRST HAWAIIAN BANK 1410.01%0.25%0.38%Q3 2018Q3 202318
1834 INVESTMENT ADVISORS CO 18180.02%0.03%0.05%Q1 2018Q2 202218
WOLVERINE TRADING, LLC 510.00%0.00%0.00%Q1 2021Q3 202317
J.P. Morgan Private Wealth Advisors LLC 1020.00%0.02%0.06%Q1 2017Q3 202317
Capital Analysts, LLC 17170.00%0.04%0.10%Q3 2019Q3 202317
GLENMEDE TRUST CO NA 1160.00%0.00%0.00%Q2 2019Q3 202317
WHITE PINE CAPITAL LLC 17170.22%0.77%1.21%Q3 2019Q3 202317
Mirae Asset Global Investments Co., Ltd. 17170.00%0.02%0.05%Q3 2019Q3 202317
HBW ADVISORY SERVICES LLC 17170.18%0.37%1.23%Q3 2019Q3 202317
CALTON & ASSOCIATES, INC. 17170.11%0.65%1.65%Q2 2019Q2 202317
Intercontinental Wealth Advisors, LLC 17170.06%0.12%0.27%Q2 2019Q2 202317
SIGNATUREFD, LLC 17170.00%0.00%0.01%Q3 2019Q3 202317
IFG Advisory, LLC 17170.09%0.14%0.22%Q3 2019Q3 202317
WealthShield Partners, LLC 1220.01%0.08%0.16%Q4 2017Q3 202317
NewEdge Advisors, LLC 17170.02%0.05%0.10%Q3 2019Q3 202317
Sound Income Strategies, LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
TOMPKINS FINANCIAL CORP 1060.01%0.03%0.07%Q4 2019Q4 202316
JPMORGAN CHASE & CO 16160.00%0.00%0.00%Q4 2019Q3 202316
THRIVENT FINANCIAL FOR LUTHERANS 16160.00%0.00%0.00%Q4 2019Q3 202316
NTV ASSET MANAGEMENT LLC 16160.05%0.06%0.11%Q4 2019Q3 202316
BALLAST ADVISORS LLC 16160.00%0.01%0.03%Q4 2019Q3 202316
Baird Financial Group, Inc. 16160.00%0.01%0.02%Q4 2019Q3 202316
Faithward Advisors, LLC 16160.04%0.44%0.82%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.01%0.01%Q4 2019Q3 202316
USAdvisors Wealth Management, LLC 16160.13%0.34%0.96%Q4 2019Q3 202316
Allworth Financial LP 16160.01%0.08%0.29%Q4 2019Q3 202316
Bison Wealth, LLC 16160.01%0.73%1.33%Q4 2019Q3 202316
Patriot Financial Group Insurance Agency, LLC 16160.00%0.02%0.10%Q3 2018Q2 202216
Traverso Chambers Private Wealth Management, LLC 16160.23%0.67%3.78%Q4 2019Q3 202316
Mission Creek Capital Partners, Inc. 16160.08%0.18%0.45%Q4 2019Q3 202316
FLAGSHIP HARBOR ADVISORS, LLC 16160.00%0.11%0.37%Q4 2019Q3 202316
STEPHENS INC /AR/ 16160.01%0.02%0.03%Q4 2019Q3 202316
Brinker Capital Investments, LLC 16160.02%0.14%0.26%Q4 2017Q3 202116
Rockefeller Capital Management L.P. 16160.02%0.05%0.06%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.02%0.04%0.05%Q4 2019Q3 202316
Larson Financial Group LLC 1510.00%0.00%0.00%Q3 2019Q3 202316
Orion Portfolio Solutions, LLC 15150.01%0.02%0.05%Q1 2020Q3 202315
Doyle Wealth Management 1410.01%0.06%0.10%Q4 2018Q3 202215
WEALTHSOURCE PARTNERS, LLC 15150.09%0.23%0.30%Q1 2020Q3 202315
Regal Investment Advisors LLC 870.02%0.11%0.29%Q1 2018Q2 202315
TRUSTCORE FINANCIAL SERVICES, LLC 1140.00%0.00%0.01%Q1 2019Q4 202215
Sage Advisory Services, Ltd.Co. 15150.12%2.24%4.52%Q1 2020Q3 202315
Barnett & Company, Inc. 15150.00%0.02%0.06%Q2 2018Q4 202115
LADENBURG THALMANN FINANCIAL SERVICES INC. 15150.00%0.02%0.10%Q2 2016Q4 201915
OneDigital Investment Advisors LLC 1210.01%0.02%0.04%Q1 2019Q3 202315
Retirement Group, LLC 1410.00%0.13%1.70%Q4 2019Q3 202315
M&R CAPITAL MANAGEMENT INC 15150.02%0.04%0.06%Q2 2020Q4 202315
DEUTSCHE BANK AG\ 15150.00%0.00%0.00%Q1 2020Q3 202315
TOBIAS FINANCIAL ADVISORS, INC. 870.16%0.71%1.00%Q4 2019Q3 202315
Global Strategic Investment Solutions, LLC 15150.13%0.44%0.75%Q1 2020Q3 202315
Private Wealth Group, LLC 15150.26%1.07%2.02%Q1 2020Q3 202315
First Allied Advisory Services, Inc. 1050.01%0.04%0.06%Q4 2016Q3 202015
STIFEL FINANCIAL CORP 1140.00%0.01%0.02%Q1 2019Q3 202315
Financial Gravity Asset Management, Inc. 1230.00%0.41%1.93%Q3 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.06%0.14%Q1 2020Q3 202315
Veritable, L.P. 14140.02%0.03%0.04%Q1 2020Q2 202314
US BANCORP \DE\ 770.00%0.00%0.00%Q4 2019Q3 202314
PFG Advisors 950.02%0.05%0.10%Q1 2019Q3 202314
GREAT LAKES ADVISORS, LLC 14140.01%0.01%0.01%Q4 2017Q1 202114
PRIVATE TRUST CO NA 770.03%0.05%0.08%Q3 2017Q3 202314
Wealth Alliance Advisory Group, LLC 14140.09%0.16%0.20%Q2 2020Q3 202314
LFA - Lugano Financial Advisors SA 14140.06%0.09%0.10%Q2 2020Q3 202314
NICOLET ADVISORY SERVICES, LLC 1040.03%0.05%0.06%Q1 2019Q2 202314
Cetera Advisors LLC 1310.00%0.02%0.04%Q1 2019Q3 202314
Jacobi Capital Management LLC 14140.02%0.03%0.04%Q1 2019Q2 202214
XML Financial, LLC 14140.03%0.46%0.73%Q2 2020Q3 202314
SeaCrest Wealth Management, LLC 1010.01%0.18%0.31%Q4 2017Q2 202214
Ellis Investment Partners, LLC 14140.00%0.00%0.00%Q2 2019Q3 202214
PFS INVESTMENTS INC. 14140.24%0.39%0.67%Q1 2020Q2 202314
PRUDENT INVESTORS NETWORK, INC. 1310.11%3.94%10.58%Q4 2019Q3 202314
MERCER GLOBAL ADVISORS INC /ADV 810.00%0.01%0.03%Q4 2019Q3 202314
Rosenberg Matthew Hamilton 14140.00%0.00%0.01%Q2 2020Q3 202314
Qube Research & Technologies Ltd 820.00%0.03%0.12%Q4 2019Q3 202314
V Wealth Advisors LLC 1120.07%0.11%0.30%Q1 2020Q2 202313
LEVEL FOUR ADVISORY SERVICES, LLC 810.02%0.03%0.05%Q4 2017Q3 202313
CGN Advisors LLC 13130.42%0.58%0.79%Q4 2020Q4 202313
Barber Financial Group, Inc. 13130.18%1.02%3.46%Q4 2017Q4 202013
FormulaFolio Investments, LLC 850.01%0.08%0.14%Q1 2018Q2 202113
MARINER INDEPENDENT ADVISOR NETWORK, LLC 850.03%0.03%0.04%Q1 2019Q3 202213
Western Wealth Management, LLC 850.19%0.93%2.09%Q2 2020Q3 202313
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 13130.01%0.05%0.10%Q3 2020Q3 202313
Sigma Planning Corp 520.01%0.03%0.10%Q2 2016Q3 202313
Powell Investment Advisors, LLC 1210.26%0.50%0.58%Q1 2020Q3 202313
Vectors Research Management, LLC 13130.00%0.00%0.00%Q2 2019Q2 202213
OPTIMUM INVESTMENT ADVISORS 13130.01%0.09%0.16%Q4 2020Q4 202313
OARSMAN CAPITAL, INC. 13130.16%0.63%1.14%Q3 2020Q3 202313
Frontier Wealth Management LLC 1120.02%0.18%0.24%Q1 2017Q2 202013
Andesa Financial Management Inc. 13130.28%0.34%0.47%Q1 2020Q1 202313
Newbridge Financial Services Group, Inc. 13130.02%0.16%0.24%Q3 2020Q3 202313
AVANTAX ADVISORY SERVICES, INC. 1110.01%0.01%0.02%Q4 2019Q3 202313
HANCOCK WHITNEY CORP 13130.02%0.03%0.03%Q3 2020Q3 202313
Wambolt & Associates, LLC 1110.10%0.15%0.22%Q4 2019Q3 202313
CREATIVE FINANCIAL DESIGNS INC /ADV 13130.00%0.01%0.02%Q3 2020Q3 202313
Parallel Advisors, LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
D'Orazio & Associates, Inc. 13130.00%0.00%0.00%Q1 2018Q1 202113
Prospera Financial Services Inc 13130.00%0.06%0.14%Q3 2020Q3 202313
Formidable Asset Management, LLC 810.09%0.32%0.50%Q1 2017Q3 202012
RAYMOND JAMES TRUST N.A. 12120.01%0.02%0.04%Q4 2020Q3 202312
Kestra Advisory Services, LLC 12120.00%0.03%0.13%Q4 2020Q3 202312
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 12120.01%0.07%0.13%Q3 2018Q2 202112
Lee Financial Co 12120.04%0.05%0.08%Q4 2020Q3 202312
Evercore Wealth Management, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
FAS Wealth Partners, Inc. 12120.00%0.00%0.00%Q4 2019Q3 202212
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.12%0.30%0.38%Q4 2018Q3 202112
Heartwood Wealth Advisors LLC 12120.25%2.69%3.94%Q4 2020Q3 202312
PSI Advisors, LLC 1110.04%0.13%0.19%Q4 2019Q3 202312
SAX WEALTH ADVISORS, LLC 12120.19%0.38%0.64%Q4 2020Q3 202312
Elwood & Goetz Wealth Advisory Group, LLC 12120.08%0.14%0.18%Q4 2020Q3 202312
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 12120.09%0.10%0.14%Q4 2020Q3 202312
COWA, LLC 12121.09%5.18%8.08%Q4 2020Q3 202312
Realta Investment Advisors 840.01%0.24%0.59%Q1 2019Q3 202312
Thrive Capital Management, LLC 12120.15%0.38%0.81%Q4 2020Q3 202312
Valtinson Bruner Financial Planning LLC 750.13%0.41%1.17%Q4 2018Q3 202312
Lindbrook Capital, LLC 12120.00%0.08%0.16%Q4 2020Q3 202312
Redhawk Wealth Advisors, Inc. 910.01%0.92%1.35%Q2 2019Q1 202312
Kovack Advisors, Inc. 12120.08%0.10%0.13%Q3 2020Q2 202312
Insight Advisors, LLC/ PA 12120.20%0.29%0.34%Q4 2020Q3 202312
Iron Horse Wealth Management, LLC 12120.12%0.25%0.40%Q4 2020Q3 202312
Cetera Investment Advisers 12120.02%0.04%0.05%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.09%0.12%0.21%Q4 2020Q3 202312
Navis Wealth Advisors, LLC 12120.20%0.30%0.42%Q4 2020Q3 202312
Freedom Investment Management, Inc. 11110.06%0.18%0.37%Q1 2021Q3 202311
B. Riley Wealth Management, Inc. 11110.00%0.13%0.18%Q4 2019Q2 202211
Advisor Group, Inc. 11110.00%0.02%0.05%Q2 2017Q4 201911
Bogart Wealth, LLC 11110.01%0.03%0.04%Q1 2021Q3 202311
Cadence Bank 11110.03%0.05%0.06%Q2 2019Q4 202111
IHT Wealth Management, LLC 530.02%0.02%0.07%Q2 2020Q3 202311
Financial Planning & Information Services, Inc. 11110.07%2.10%3.65%Q3 2018Q1 202111
Sage Mountain Advisors LLC 11110.00%0.06%0.19%Q1 2021Q3 202311
LifePlan Financial Group, Inc 11110.00%0.01%0.02%Q1 2018Q3 202011
McAdam, LLC 830.01%0.04%0.08%Q1 2018Q3 202311
Brookstone Capital Management 11110.01%0.02%0.02%Q1 2021Q3 202311
Genesee Capital Advisors, LLC 922.51%3.23%3.86%Q4 2020Q3 202311
NWAM LLC 740.02%0.06%0.12%Q3 2016Q3 202311
Atria Investments, Inc 420.02%0.15%0.46%Q4 2017Q4 202211
Cornerstone Wealth Group, LLC 740.48%0.68%1.22%Q2 2019Q3 202211
RMB Capital Management, LLC 11110.09%0.16%0.18%Q1 2021Q3 202311
Capital Asset Advisory Services LLC 11110.02%0.04%0.13%Q1 2021Q3 202311
Institute for Wealth Management, LLC. 11110.13%0.23%0.30%Q4 2017Q2 202011
Key FInancial Inc 11110.00%0.00%0.01%Q1 2021Q3 202311
Intrua Financial, LLC 11110.04%0.15%0.44%Q3 2020Q1 202311
Equitable Holdings, Inc. 11110.01%0.12%0.39%Q1 2021Q3 202311
BANK OF MONTREAL /CAN/ 720.00%0.00%0.00%Q1 2019Q3 202311
B. Riley Wealth Advisors, Inc. 11110.01%0.04%0.07%Q1 2021Q3 202311
Golden State Wealth Management, LLC 830.04%0.15%0.34%Q1 2019Q4 202111
Spire Wealth Management 11110.00%0.01%0.04%Q1 2021Q3 202311
Cornerstone Wealth Management, LLC 10100.06%0.11%0.23%Q1 2020Q2 202210
Lido Advisors, LLC 10100.02%0.03%0.05%Q2 2021Q3 202310
First Horizon Advisors, Inc. 910.00%0.01%0.01%Q3 2019Q2 202210
Cedar Wealth Management, LLC 10100.00%0.00%0.03%Q2 2020Q3 202210
Avantax Planning Partners, Inc. 910.00%0.05%0.27%Q3 2018Q1 202110
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 10100.02%0.02%0.02%Q2 2021Q3 202310
SWS Partners 512.50%3.64%5.44%Q2 2019Q3 202310
Stewardship Advisors, LLC 910.10%0.65%5.56%Q4 2019Q2 202210
Ameritas Investment Partners, Inc. 10100.00%0.00%0.00%Q2 2021Q3 202310
Vestmark Advisory Solutions, Inc. 10101.18%2.48%3.55%Q2 2021Q3 202310
Curran Financial Partners, LLC 10100.91%3.70%5.32%Q2 2021Q3 202310
Cordasco Financial Network 10100.00%0.01%0.01%Q4 2017Q1 202010
Baltimore-Washington Financial Advisors, Inc. 10100.05%0.65%1.10%Q1 2018Q2 202010
Ahrens Investment Partners LLC 10100.12%0.18%0.31%Q4 2020Q1 202310
Meridian Wealth Management, LLC 820.04%0.07%0.13%Q1 2019Q3 202310
EWG Elevate Inc. 640.62%1.03%3.17%Q4 2020Q3 202310
FRONTIER INVESTMENT MGMT CO 10100.01%0.12%0.21%Q1 2018Q2 202010
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 10100.00%0.00%0.00%Q2 2021Q3 202310
Foundations Investment Advisors, LLC 420.01%0.08%0.22%Q2 2018Q3 202310
Belpointe Asset Management LLC 710.01%0.03%0.08%Q4 2019Q1 202310
SVB WEALTH LLC 10100.00%0.00%0.00%Q4 2019Q1 202210
Accel Wealth Management 10100.09%0.12%0.15%Q4 2020Q1 202310
DELTA ASSET MANAGEMENT LLC/TN 10100.00%0.00%0.00%Q3 2019Q4 202110
Aurora Private Wealth, Inc. 640.07%0.81%2.76%Q4 2019Q2 202210
Berkshire Bank 10100.07%0.25%0.40%Q2 2021Q3 202310
1900 WEALTH MANAGEMENT LLC 10100.07%0.28%0.49%Q2 2021Q3 202310
EAGLE GLOBAL ADVISORS LLC 10100.03%0.07%0.09%Q2 2021Q3 202310
PRUDENTIAL FINANCIAL INC 10100.00%0.00%0.00%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.02%0.03%0.04%Q1 2021Q3 202310
PRUDENTIAL PLC 10105.07%9.02%13.48%Q2 2021Q3 202310
Wealth Advisory Solutions, LLC 610.00%0.38%0.52%Q3 2020Q2 202310
Advisor OS, LLC 520.41%1.73%9.27%Q2 2020Q3 202310
Tiller Private Wealth, Inc. 10100.41%1.40%3.35%Q2 2021Q3 202310
Advisors Capital Management, LLC 990.01%0.06%0.27%Q4 2020Q4 20229
GREAT VALLEY ADVISOR GROUP, INC. 630.02%0.23%0.66%Q2 2019Q3 20239
High Net Worth Advisory Group LLC 990.15%0.32%0.40%Q4 2021Q4 20239
Private Wealth Advisors, LLC 990.11%0.18%0.27%Q3 2019Q3 20219
RFG Advisory, LLC 990.03%0.48%1.42%Q4 2017Q4 20199
Graypoint LLC 510.02%0.07%0.11%Q1 2020Q2 20239
CreativeOne Wealth, LLC 630.02%0.08%0.14%Q4 2020Q3 20239
North Star Investment Management Corp. 990.01%0.01%0.01%Q3 2021Q3 20239
BB&T SECURITIES, LLC 990.00%0.03%0.16%Q3 2017Q3 20199
Systematic Alpha Investments, LLC 990.26%0.29%0.33%Q3 2021Q3 20239
Independent Wealth Network Inc. 991.30%1.63%1.90%Q3 2021Q3 20239
Ranch Capital Advisors Inc. 990.02%0.05%0.16%Q3 2019Q3 20219
Wealthfront Advisers LLC 990.00%0.01%0.02%Q3 2021Q3 20239
HOWE & RUSLING INC 810.00%0.00%0.00%Q1 2021Q2 20239
Castleview Partners, LLC 810.04%0.43%0.65%Q2 2021Q3 20239
Curbstone Financial Management Corp 990.10%0.28%0.45%Q3 2018Q3 20209
Ellevest, Inc. 990.00%0.00%0.00%Q1 2021Q1 20239
Plante Moran Financial Advisors, LLC 990.00%0.01%0.04%Q4 2020Q4 20229
ATLAS CAPITAL ADVISORS LLC 990.02%0.02%0.02%Q3 2021Q3 20239
Sovereign Financial Group, Inc. 990.10%0.16%0.23%Q3 2021Q3 20239
J.W. COLE ADVISORS, INC. 810.07%0.23%0.40%Q2 2021Q3 20239
Chicago Partners Investment Group LLC 410.01%0.02%0.03%Q4 2020Q3 20239
Daiwa Securities Group Inc. 880.00%0.06%0.13%Q4 2021Q3 20239
FULTON BREAKEFIELD BROENNIMAN LLC 991.22%1.37%1.55%Q1 2021Q1 20239
D.A. DAVIDSON & CO. 990.00%0.01%0.01%Q3 2021Q3 20239
U.S. Capital Wealth Advisors, LLC 990.02%0.08%0.14%Q3 2021Q3 20239
Ayalon Insurance Comp Ltd. 990.08%0.31%0.57%Q1 2021Q1 20239
HRT FINANCIAL LP 310.01%0.03%0.06%Q1 2020Q3 20239
Johnson Financial Group, Inc. 990.00%0.00%0.00%Q1 2021Q1 20239
Wealthspire Advisors, LLC 990.01%0.04%0.06%Q3 2021Q3 20239
Ameritas Advisory Services, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 882.05%3.93%5.14%Q4 2021Q3 20238
Aspen Investment Management Inc 880.17%1.03%1.50%Q4 2021Q3 20238
Renaissance Technologies 510.00%0.00%0.01%Q1 2020Q4 20228
PRINCIPAL FINANCIAL GROUP INC 440.00%0.00%0.00%Q2 2019Q3 20218
Erickson Financial Group, LLC 882.13%3.80%5.17%Q4 2021Q3 20238
WHITTIER TRUST CO 530.00%0.00%0.00%Q1 2020Q3 20238
AdvisorNet Financial, Inc 880.00%0.00%0.00%Q1 2018Q4 20198
Bridgecreek Investment Management, LLC 880.10%0.35%0.54%Q4 2021Q3 20238
PFG Private Wealth Management, LLC 710.11%0.17%0.28%Q4 2019Q2 20228
Sowell Financial Services LLC 310.00%0.04%0.07%Q3 2019Q4 20228
Burleson & Company, LLC 880.00%0.00%0.01%Q1 2021Q4 20228
Old Port Advisors 710.08%0.09%0.11%Q4 2019Q4 20228
SALEM INVESTMENT COUNSELORS INC 880.00%0.00%0.00%Q4 2021Q3 20238
PARSONS CAPITAL MANAGEMENT INC/RI 880.07%0.18%0.24%Q4 2021Q3 20238
MONEY CONCEPTS CAPITAL CORP 620.00%0.01%0.04%Q4 2020Q1 20238
Ameritas Investment Company, LLC 320.00%0.04%0.11%Q4 2018Q3 20218
Gunma Bank,Ltd. 611.77%3.16%5.49%Q2 2021Q3 20238
Stonebridge Capital Advisors LLC 710.00%0.00%0.00%Q2 2021Q3 20238
Traynor Capital Management, Inc. 880.09%0.15%0.20%Q4 2021Q3 20238
SIMPLEX TRADING, LLC 710.00%0.00%0.00%Q4 2020Q2 20238
Principle Wealth Partners LLC 880.04%0.07%0.10%Q3 2021Q2 20238
Eldridge Investment Advisors, Inc. 880.11%0.87%1.53%Q4 2021Q3 20238
FSC Wealth Advisors, LLC 880.05%0.24%0.66%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
WBH ADVISORY INC 530.03%0.04%0.05%Q3 2021Q3 20238
Ignite Planners, LLC 880.08%0.15%0.20%Q4 2021Q3 20238
Astoria Portfolio Advisors LLC. 880.46%1.08%1.44%Q4 2021Q3 20238
Human Investing LLC 880.00%0.00%0.00%Q2 2019Q1 20218
Turim 21 Investimentos Ltda. 520.01%0.04%0.15%Q3 2020Q2 20227
PARK AVENUE SECURITIES LLC 770.05%0.07%0.09%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.02%0.03%0.03%Q1 2022Q3 20237
Summit X, LLC 770.12%0.28%0.43%Q1 2022Q3 20237
Hexagon Capital Partners LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Avidian Wealth Solutions, LLC 770.02%0.02%0.03%Q3 2021Q1 20237
Global Financial Private Capital, Inc 770.02%0.09%0.21%Q3 2017Q1 20197
Manhattan West Asset Management, LLC 770.09%0.18%0.31%Q1 2022Q3 20237
ANGELES WEALTH MANAGEMENT, LLC 770.01%1.78%2.70%Q1 2022Q3 20237
Bellecapital International Ltd. 770.21%0.22%0.23%Q1 2022Q3 20237
Meiji Yasuda Life Insurance Co 770.80%4.83%9.00%Q1 2022Q3 20237
JFS WEALTH ADVISORS, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Mariner, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
WRAPMANAGER INC 210.10%0.65%1.65%Q4 2018Q3 20237
Wealthcare Advisory Partners LLC 610.00%0.11%0.19%Q4 2018Q1 20217
TWO SIGMA SECURITIES, LLC 310.01%0.02%0.04%Q4 2020Q4 20227
DUMONT & BLAKE INVESTMENT ADVISORS LLC 770.19%0.22%0.25%Q1 2022Q3 20237
Angeles Investment Advisors, LLC 770.39%6.63%26.15%Q1 2022Q3 20237
Belvedere Trading LLC 220.00%0.01%0.03%Q3 2021Q1 20237
Selective Wealth Management, Inc. 430.28%0.41%0.55%Q1 2022Q4 20237
Outlook Wealth Advisors, LLC 770.09%0.99%3.12%Q4 2021Q2 20237
Teamwork Financial Advisors, LLC 410.05%0.08%0.12%Q4 2019Q1 20237
Integrated Wealth Concepts LLC 770.01%0.01%0.02%Q1 2022Q3 20237
DAVENPORT & Co LLC 770.00%0.01%0.01%Q1 2022Q3 20237
PETERSON WEALTH MANAGEMENT 770.14%0.27%0.40%Q4 2021Q2 20237
Keystone Financial Planning, Inc. 772.25%2.30%2.33%Q1 2022Q3 20237
Arete Wealth Advisors, LLC 410.02%0.06%0.11%Q2 2019Q2 20237
Financial Insights, Inc. 510.03%0.28%0.48%Q2 2021Q3 20237
Private Portfolio Partners LLC 770.09%0.12%0.14%Q1 2022Q3 20237
NEIRG Wealth Management, LLC 770.45%1.64%2.43%Q4 2021Q2 20237
Coco Enterprises, LLC 432.68%5.07%13.66%Q4 2020Q1 20237
Merit Financial Group, LLC 770.01%0.06%0.10%Q1 2022Q3 20237
Resurgent Financial Advisors LLC 770.08%0.23%0.40%Q1 2022Q3 20237
Mach-1 Financial Group, LLC 770.00%0.12%0.23%Q1 2022Q3 20237
Laurel Wealth Planning LLC 770.59%2.01%3.42%Q1 2022Q3 20237
Altrius Capital Management Inc 660.12%0.20%0.29%Q2 2022Q3 20236
HARBOR INVESTMENT ADVISORY, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
FIFTH THIRD BANCORP 310.00%0.00%0.00%Q3 2020Q3 20236
Coombe, Bender & Co LLC 662.29%3.02%3.91%Q2 2022Q3 20236
JUNCTURE WEALTH STRATEGIES, LLC 660.17%0.30%0.53%Q3 2022Q4 20236
Schwab Charitable Fund 660.08%0.13%0.18%Q4 2021Q1 20236
UNITED CAPITAL FINANCIAL ADVISORS, LLC 510.00%0.00%0.02%Q4 2018Q2 20236
Sandy Spring Bank 660.04%0.04%0.04%Q1 2020Q2 20216
New England Investment & Retirement Group, Inc. 410.04%0.15%0.34%Q3 2019Q3 20216
GUARDIAN WEALTH ADVISORS, LLC / NC 660.26%0.31%0.35%Q2 2022Q3 20236
CIBC Private Wealth Group, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
CX Institutional 310.00%0.14%0.30%Q1 2020Q4 20226
Willis Johnson & Associates, Inc. 660.05%0.05%0.06%Q2 2022Q3 20236
Bell Bank 660.09%0.56%2.34%Q4 2021Q1 20236
WESPAC Advisors, LLC 660.63%1.21%2.18%Q4 2020Q1 20226
EP Wealth Advisors, LLC 420.00%0.34%1.99%Q1 2022Q3 20236
Wellington Shields Capital Management, LLC 660.13%0.14%0.16%Q4 2016Q1 20186
Glassman Wealth Services 510.00%0.01%0.01%Q1 2020Q3 20216
Truvestments Capital LLC 420.46%0.56%0.65%Q2 2018Q4 20196
Stadion Money Management, LLC 660.03%0.03%0.04%Q2 2019Q3 20206
NorthRock Partners, LLC 510.03%0.39%2.08%Q4 2019Q3 20236
Brio Consultants, LLC 420.11%0.22%0.33%Q4 2018Q2 20236
REILLY FINANCIAL ADVISORS, LLC 660.00%0.00%0.00%Q3 2020Q4 20216
Strategic Point Investment Advisors, LLC 662.94%3.48%4.23%Q2 2022Q3 20236
First Command Advisory Services, Inc. 660.00%7.90%17.93%Q2 2022Q3 20236
M&T BANK CORP 420.00%0.00%0.00%Q1 2021Q1 20236
ROTHSCHILD INVESTMENT LLC /IL 660.02%0.03%0.03%Q2 2022Q3 20236
FLAGSTAR ADVISORS INC 660.12%0.13%0.14%Q4 2021Q1 20236
NEXT Financial Group, Inc 410.00%0.00%0.00%Q4 2016Q4 20215
Mokosak Advisory Group, LLC 552.39%2.51%2.61%Q4 2018Q4 20195
CVA Family Office, LLC 550.00%0.00%0.01%Q2 2022Q2 20235
KESTRA PRIVATE WEALTH SERVICES, LLC 320.01%0.01%0.01%Q1 2022Q3 20235
Bank Julius Baer & Co. Ltd, Zurich 550.01%0.01%0.01%Q3 2022Q3 20235
Zullo Investment Group, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
QUADRANT CAPITAL GROUP LLC 550.00%0.00%0.00%Q4 2017Q4 20185
Crescent Grove Advisors, LLC 550.10%0.32%0.55%Q3 2022Q3 20235
Ackerman Capital Advisors, LLC 550.00%0.07%0.16%Q4 2018Q4 20195
Watermark Asset Management, Inc. 550.00%0.01%0.01%Q4 2017Q4 20185
NOMURA ASSET MANAGEMENT CO LTD 550.00%0.00%0.00%Q1 2022Q1 20235
OPPENHEIMER & CO INC 410.02%0.10%0.20%Q2 2019Q2 20225
Rollins Financial 550.07%0.48%0.78%Q2 2022Q2 20235
Private Wealth Strategies, L.L.C. 550.05%0.09%0.10%Q3 2022Q3 20235
CLEAR INVESTMENT RESEARCH, LLC 550.01%0.06%0.15%Q3 2022Q3 20235
Pinnacle Family Advisors, LLC 320.11%0.13%0.13%Q2 2021Q2 20235
Crewe Advisors LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Ameliora Wealth Management Ltd. 550.00%0.01%0.01%Q3 2022Q3 20235
Concord Wealth Partners 410.00%0.06%0.28%Q2 2022Q3 20235
S.C. Financial Services, Inc. 550.52%0.71%0.90%Q4 2021Q4 20225
BENJAMIN F. EDWARDS & COMPANY, INC. 210.00%0.00%0.00%Q3 2019Q2 20225
Laidlaw Wealth Management LLC 550.04%0.05%0.06%Q2 2021Q2 20225
Good Life Advisors, LLC 550.03%0.04%0.04%Q3 2022Q3 20235
JANICZEK WEALTH MANAGEMENT, LLC 410.00%0.01%0.02%Q3 2020Q3 20235
Edge Capital Group, LLC 550.02%0.02%0.03%Q3 2022Q3 20235
AMERICAN NATIONAL BANK 550.00%0.00%0.00%Q3 2022Q3 20235
First Command Financial Services, Inc. 556.18%9.36%13.26%Q2 2022Q2 20235
MFA WEALTH ADVISORS, LLC 553.91%4.80%5.34%Q4 2018Q4 20195
Atlas Private Wealth Advisors 550.01%0.01%0.02%Q3 2020Q3 20215
TRADITION CAPITAL MANAGEMENT LLC 550.15%0.23%0.44%Q1 2018Q1 20195
Balentine LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Rain Capital Management, LLC 550.03%0.03%0.04%Q3 2022Q3 20235
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Conservest Capital Advisors, Inc. 550.04%0.05%0.05%Q3 2022Q3 20235
Detalus Advisors, LLC 550.27%0.30%0.31%Q3 2022Q3 20235
Roundview Capital LLC 550.06%0.17%0.22%Q4 2018Q4 20195
Texas Yale Capital Corp. 550.04%0.04%0.05%Q3 2022Q3 20235
Congress Park Capital LLC 410.11%0.29%0.37%Q2 2021Q1 20235
FINANCIAL LIFE ADVISORS 550.17%0.43%0.72%Q3 2022Q3 20235
First Command Bank 556.18%9.36%13.26%Q2 2022Q2 20235
HHM Wealth Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Householder Group Estate & Retirement Specialist, LLC 310.08%0.33%0.44%Q1 2022Q3 20235
Latitude Advisors, LLC 410.08%0.13%0.20%Q3 2021Q1 20235
HERBST GROUP, LLC 551.70%1.84%2.01%Q1 2022Q1 20235
MGO Private Wealth, LLC 550.26%0.70%1.04%Q3 2022Q3 20235
CITIZENS FINANCIAL GROUP INC/RI 550.00%0.00%0.01%Q2 2019Q2 20205
Wayfinding Financial, LLC 550.32%0.34%0.38%Q4 2021Q4 20225
ERn Financial, LLC 550.74%0.83%0.92%Q4 2018Q4 20195
SOA Wealth Advisors, LLC. 550.00%0.00%0.00%Q3 2022Q3 20235
Blue Trust, Inc. 550.00%0.00%0.00%Q2 2022Q2 20235
Surevest, LLC 550.12%0.15%0.21%Q4 2018Q4 20195
MBL Wealth, LLC 550.12%0.16%0.20%Q3 2022Q3 20235
Fusion Family Wealth LLC 410.05%0.06%0.06%Q2 2022Q3 20235
O'Dell Group, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
TRADITION ASSET MANAGEMENT LLC 550.17%0.40%0.50%Q2 2019Q2 20205
Curtis Advisory Group, LLC 320.07%0.41%1.67%Q1 2021Q2 20225
FLOW TRADERS U.S. LLC 210.01%0.04%0.08%Q2 2020Q3 20235
Anchor Investment Management, LLC 550.01%0.01%0.01%Q4 2022Q4 20235
EverSource Wealth Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
SILVER OAK SECURITIES, INCORPORATED 210.01%0.10%0.33%Q1 2022Q3 20234
MILESTONE WEALTH, LLC 440.26%0.29%0.33%Q4 2021Q3 20224
Perigon Wealth Management, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Lenox Wealth Advisors, LLC 440.29%0.30%0.32%Q2 2021Q1 20224
Visionary Wealth Advisors 310.04%0.06%0.08%Q4 2019Q3 20234
Simplicity Solutions, LLC 310.01%0.05%0.16%Q3 2019Q1 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Founders Financial Alliance, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Transamerica Financial Advisors, Inc. 310.01%0.01%0.01%Q2 2020Q4 20224
NATIONAL BANK OF CANADA /FI/ 310.00%0.00%0.00%Q4 2021Q3 20234
Quantitative Advantage, LLC 440.23%0.34%0.46%Q2 2022Q1 20234
SWMG, LLC 310.12%0.14%0.17%Q1 2022Q2 20234
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 442.99%4.06%4.72%Q4 2021Q3 20224
KARLINSKI ANDREW C 440.02%0.03%0.04%Q4 2021Q3 20224
TPG Financial Advisors, LLC 310.15%3.71%5.26%Q3 2019Q4 20224
Snowden Capital Advisors LLC 310.00%0.00%0.00%Q2 2019Q4 20214
Leucadia National 440.04%0.06%0.07%Q4 2022Q3 20234
AXXCESS WEALTH MANAGEMENT, LLC 310.01%0.06%0.17%Q1 2022Q3 20234
EVERMAY WEALTH MANAGEMENT LLC 440.00%0.00%0.00%Q4 2022Q3 20234
QCM Cayman, Ltd. 310.43%0.57%0.70%Q3 2020Q3 20214
FSA Wealth Management LLC 310.05%1.47%2.94%Q4 2019Q4 20204
Security National Bank 440.06%0.07%0.10%Q4 2022Q3 20234
Global Trust Asset Management, LLC 310.02%0.06%0.18%Q3 2019Q3 20234
MSI Financial Services Inc 440.00%0.00%0.00%Q1 2016Q4 20164
Avior Wealth Management, LLC 310.00%0.00%0.00%Q3 2021Q2 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
FIFTH THIRD SECURITIES, INC. 440.05%0.07%0.13%Q2 2022Q1 20234
Mitsubishi UFJ Asset Management (UK) Ltd. 441.34%2.25%3.12%Q3 2020Q2 20214
Sound View Wealth Advisors Group, LLC 440.15%0.17%0.20%Q2 2019Q1 20204
ALLIANCEBERNSTEIN L.P. 440.00%0.01%0.01%Q4 2022Q3 20234
Sonoma Private Wealth LLC 445.38%6.41%7.76%Q4 2022Q3 20234
Stratos Wealth Advisors, LLC 310.00%0.01%0.02%Q1 2020Q3 20234
CASCADE INVESTMENT GROUP, INC. 440.73%0.82%0.90%Q4 2022Q3 20234
L.M. KOHN & COMPANY 440.10%0.14%0.20%Q4 2022Q3 20234
Clear Creek Financial Management, LLC 310.05%1.28%2.56%Q2 2019Q2 20204
LBMC INVESTMENT ADVISORS, LLC 440.09%0.09%0.10%Q4 2022Q3 20234
Hapanowicz & Associates Financial Services, Inc 446.66%7.24%7.74%Q4 2022Q3 20234
ACAS, LLC 220.26%0.31%0.36%Q4 2021Q1 20234
TOWNSQUARE CAPITAL LLC 210.01%0.05%0.10%Q4 2020Q3 20224
CREDIT SUISSE AG/ 310.00%0.00%0.00%Q4 2019Q4 20224
New England Capital Financial Advisors LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Garrett Wealth Advisory Group, LLC 440.33%0.76%0.97%Q4 2018Q3 20194
Strategic Wealth Partners, Ltd. 440.00%0.00%0.00%Q4 2018Q3 20194
Beacon Bridge Wealth Partners, LLC 440.18%0.23%0.30%Q4 2022Q3 20234
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 440.10%0.16%0.21%Q2 2022Q1 20234
Gateway Wealth Partners, LLC 440.52%0.57%0.64%Q4 2022Q3 20234
BUCKINGHAM STRATEGIC WEALTH, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
MANUFACTURERS LIFE INSURANCE COMPANY, THE 440.00%0.00%0.00%Q3 2017Q2 20184
Archer Investment Corp 440.00%0.00%0.01%Q4 2021Q3 20224
Better Money Decisions, LLC 310.02%0.02%0.03%Q1 2021Q2 20224
Clearstead Advisors, LLC 440.00%0.01%0.01%Q4 2021Q3 20224
MEEDER ASSET MANAGEMENT INC 440.00%0.00%0.00%Q4 2021Q3 20224
Oxler Private Wealth LLC 210.00%0.02%0.07%Q4 2020Q3 20224
CASTLE WEALTH MANAGEMENT LLC 440.04%0.13%0.22%Q2 2022Q1 20234
Cambridge Advisors Inc. 440.13%0.16%0.18%Q4 2022Q3 20234
Cardan Capital Partners, LLC 440.78%0.82%0.86%Q1 2019Q4 20194
Register Financial Advisors LLC 440.04%0.04%0.05%Q4 2022Q3 20234
KWB Wealth 440.06%0.08%0.11%Q4 2022Q3 20234
Gerber Kawasaki Wealth & Investment Management 440.02%0.02%0.03%Q4 2022Q3 20234
Auto-Owners Insurance Co 442.40%2.63%2.96%Q4 2022Q3 20234
Destination Wealth Management 210.01%0.01%0.01%Q4 2022Q3 20233
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Evanson Asset Management, LLC 330.04%0.04%0.04%Q3 2020Q1 20213
WEXFORD CAPITAL LP 330.10%0.20%0.39%Q1 2023Q3 20233
HARVEST GROUP WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
TCI Wealth Advisors, Inc. 210.00%0.02%0.06%Q1 2019Q2 20203
ORG Partners LLC 330.00%0.17%0.28%Q1 2023Q3 20233
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 330.02%0.02%0.02%Q1 2023Q3 20233
Inspire Investing, LLC 330.02%0.03%0.03%Q2 2021Q4 20213
Strategic Blueprint, LLC 210.03%0.03%0.04%Q4 2021Q4 20223
Cerity Partners LLC 330.00%0.00%0.00%Q4 2022Q2 20233
COMERICA SECURITIES,INC. 330.03%0.06%0.12%Q1 2023Q3 20233
Jefferies Group LLC 330.02%0.04%0.05%Q1 2022Q3 20223
Venturi Wealth Management, LLC 330.02%0.03%0.06%Q4 2021Q2 20223
PROFFITT & GOODSON INC 330.03%0.03%0.04%Q4 2019Q2 20203
HOLLENCREST CAPITAL MANAGEMENT 330.00%0.00%0.00%Q1 2023Q3 20233
S. R. Schill & Associates 330.22%0.27%0.38%Q3 2018Q1 20193
Strategic Financial Concepts, LLC 330.16%0.19%0.21%Q1 2023Q3 20233
Roble, Belko & Company, Inc 330.01%0.01%0.01%Q3 2019Q1 20203
Executive Wealth Management, LLC 330.23%0.35%0.44%Q2 2019Q4 20193
ARCADIA INVESTMENT MANAGEMENT CORP/MI 330.00%0.00%0.00%Q1 2023Q3 20233
Professional Financial Advisors, LLC 330.01%0.01%0.01%Q3 2020Q1 20213
Fortis Group Advisors, LLC 330.09%0.10%0.10%Q1 2023Q3 20233
WealthBridge Capital Management, LLC 210.10%0.13%0.16%Q1 2019Q4 20193
BNP PARIBAS FINANCIAL MARKETS 210.00%0.00%0.00%Q4 2021Q3 20233
Beacon Financial Advisory LLC 330.28%0.30%0.31%Q4 2019Q2 20203
CoreCap Advisors, LLC 110.01%0.01%0.02%Q4 2021Q4 20223
Camarda Financial Advisors, LLC 210.00%0.18%0.28%Q4 2017Q1 20223
SimpliFi, Inc. 330.10%0.16%0.18%Q1 2023Q3 20233
Tradition Wealth Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
MISSION WEALTH MANAGEMENT, LP 330.03%0.03%0.04%Q1 2023Q3 20233
West Wealth Group, LLC 210.17%0.17%0.18%Q4 2022Q3 20233
Savant Capital, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Vericrest Private Wealth 330.52%0.74%0.94%Q4 2021Q2 20223
Prime Capital Investment Advisors, LLC 330.01%0.01%0.01%Q1 2019Q3 20193
GPS Wealth Strategies Group, LLC 330.00%0.02%0.02%Q1 2023Q3 20233
Minot Wealth Management LLC 330.06%0.07%0.08%Q4 2021Q2 20223
Advisor Resource Council 110.03%0.04%0.07%Q2 2021Q2 20223
WealthPlan Investment Management, LLC 210.21%0.22%0.23%Q1 2022Q4 20223
StoneX Group Inc. 330.11%0.22%0.37%Q1 2023Q3 20233
Tevis Investment Management 330.10%0.10%0.11%Q1 2022Q3 20223
Lantz Financial LLC 330.53%0.71%0.82%Q2 2019Q4 20193
Sunbelt Securities, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Apollon Wealth Management, LLC 330.02%0.04%0.04%Q1 2023Q3 20233
Carroll Financial Associates, Inc. 330.00%0.01%0.01%Q2 2021Q4 20213
Peterson Wealth Services 330.72%2.45%5.58%Q4 2022Q2 20233
Virtu KCG Holdings LLC 210.01%0.01%0.01%Q1 2016Q4 20163
Proquility Private Wealth Partners, LLC 210.62%1.84%4.01%Q4 2021Q1 20233
PCA Investment Advisory Services Inc. 330.24%0.27%0.30%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Procyon Advisors, LLC 330.01%0.01%0.01%Q4 2019Q2 20203
Advisory Alpha, LLC 210.01%0.02%0.02%Q1 2019Q4 20193
Perennial Investment Advisors, LLC 330.10%0.10%0.11%Q1 2023Q3 20233
Smart Money Group LLC 210.48%3.70%5.38%Q4 2019Q4 20223
Kingsbury Capital Investment Advisors LLC 330.66%1.02%1.43%Q1 2022Q3 20223
Retirement Planning Co of New England, Inc. 210.03%0.09%0.13%Q4 2021Q2 20233
BIP Wealth, LLC 330.85%1.14%1.49%Q1 2023Q3 20233
Allen Capital Group, LLC 330.13%0.20%0.28%Q2 2019Q4 20193
Koshinski Asset Management, Inc. 330.00%0.01%0.01%Q3 2021Q1 20223
Econ Financial Services Corp 211.22%1.88%3.07%Q4 2021Q2 20233
Family Management Corp 330.03%0.03%0.04%Q4 2019Q2 20203
Values First Advisors, Inc. 110.03%0.06%0.09%Q4 2019Q4 20223
Tranquility Partners, LLC 330.29%0.32%0.33%Q2 2019Q4 20193
McIlrath & Eck, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Keebeck Wealth Management, LLC 330.05%0.05%0.05%Q4 2021Q2 20223
FIRST MANHATTAN CO. LLC. 210.00%0.00%0.00%Q3 2020Q3 20233
Heritage Trust Co 330.12%0.12%0.13%Q2 2019Q4 20193
Quadrant Private Wealth Management, LLC 330.13%0.15%0.17%Q1 2023Q3 20233
Clear Perspectives Financial Planning, LLC 331.41%1.76%2.10%Q2 2022Q4 20223
Fulcrum Equity Management 221.01%1.03%1.05%Q1 2021Q2 20212
CIC Wealth, LLC 220.22%0.27%0.32%Q2 2023Q3 20232
VERUS CAPITAL PARTNERS, LLC 220.07%0.15%0.23%Q4 2019Q1 20202
Gladstone Institutional Advisory LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
Winch Advisory Services, LLC 110.00%0.01%0.02%Q4 2017Q1 20222
Clear Harbor Asset Management, LLC 110.01%0.01%0.01%Q4 2019Q3 20202
Armor Investment Advisors, LLC 220.05%0.05%0.05%Q1 2022Q2 20222
Argentus Capital Management, LLC 220.24%0.32%0.40%Q2 2016Q3 20162
Commonwealth Equity Services, Inc 220.00%0.00%0.00%Q2 2017Q3 20172
Apella Capital, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
DOLIVER ADVISORS, LP 220.10%0.10%0.11%Q1 2019Q2 20192
First Heartland Consultants, Inc. 220.11%0.12%0.13%Q4 2018Q1 20192
Trinity Legacy Partners, LLC 220.48%0.75%1.01%Q4 2019Q1 20202
Hedeker Wealth, LLC 220.26%0.27%0.27%Q2 2016Q3 20162
Laurel Wealth Advisors, Inc. 110.03%0.17%0.31%Q4 2019Q4 20222
Treasure Coast Financial Planning 220.19%0.25%0.30%Q4 2022Q1 20232
Barry Investment Advisors, LLC 220.62%1.53%2.44%Q2 2023Q3 20232
Beck Bode, LLC 110.00%0.00%0.00%Q3 2020Q2 20212
Venture Visionary Partners LLC 220.16%0.16%0.16%Q2 2023Q3 20232
Asset Dedication, LLC 110.01%0.01%0.01%Q3 2018Q1 20192
Y-Intercept (Hong Kong) Ltd 220.15%0.17%0.20%Q4 2021Q1 20222
MBE Wealth Management, LLC 220.29%0.38%0.47%Q4 2019Q1 20202
BARCLAYS PLC 220.00%0.00%0.00%Q1 2021Q2 20212
GTS SECURITIES LLC 220.01%0.05%0.09%Q2 2023Q3 20232
Compagnie Lombard Odier SCmA 220.00%0.00%0.00%Q3 2022Q4 20222
FUKOKU MUTUAL LIFE INSURANCE Co 220.19%0.20%0.20%Q2 2019Q3 20192
Sterling Financial Planning, Inc. 220.03%0.04%0.06%Q2 2021Q3 20212
Rockbridge Investment Management, LCC 220.03%0.03%0.03%Q3 2021Q4 20212
PATHSTONE FAMILY OFFICE, LLC 110.01%0.01%0.01%Q1 2023Q3 20232
COMERICA BANK 110.00%0.03%0.06%Q3 2020Q3 20232
Armbruster Capital Management, Inc. 220.03%0.03%0.03%Q4 2017Q1 20182
MCF Advisors LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Vantage Investment Advisors, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Stillwater Capital Advisors, LLC 220.50%0.52%0.54%Q4 2018Q1 20192
Wealth Advisors of Iowa, LLC 221.79%3.44%5.09%Q1 2022Q2 20222
NWK Group, Inc. 220.02%0.02%0.02%Q4 2019Q1 20202
Capital Wealth Planning, LLC 220.01%0.02%0.02%Q3 2019Q4 20192
Proficio Capital Partners LLC 220.03%0.04%0.04%Q1 2019Q2 20192
Future Financial Wealth Managment LLC 220.12%0.12%0.13%Q4 2021Q1 20222
Activest Wealth Management 220.01%0.01%0.01%Q3 2022Q4 20222
GeoWealth Management, LLC 110.11%0.11%0.11%Q4 2022Q2 20232
Tennessee Valley Asset Management Partners 220.08%0.08%0.08%Q4 2022Q1 20232
Headlands Technologies LLC 110.01%0.06%0.11%Q4 2022Q3 20232
HAZLETT, BURT & WATSON, INC. 220.02%0.02%0.02%Q2 2023Q3 20232
Ciovacco Capital Management LLC 220.96%1.26%1.56%Q2 2022Q3 20222
OLD MISSION CAPITAL LLC 220.05%0.08%0.11%Q2 2020Q3 20202
Delta Investment Management, LLC 222.28%2.36%2.44%Q1 2021Q2 20212
VALLEY NATIONAL ADVISERS INC 220.00%0.00%0.00%Q2 2023Q3 20232
VisionPoint Advisory Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
CALDWELL SUTTER CAPITAL, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
Fiduciary Alliance LLC 110.01%0.01%0.01%Q4 2022Q2 20232
Measured Wealth Private Client Group, LLC 110.01%0.08%0.16%Q3 2018Q2 20192
Arbor Wealth Management, LLC 220.02%0.02%0.02%Q1 2019Q2 20192
Hillcrest Wealth Advisors - NY, LLC 110.17%0.18%0.20%Q4 2019Q2 20202
FISCHER INVESTMENT STRATEGIES, LLC 220.31%0.32%0.33%Q2 2023Q3 20232
Parker Investment Management, LLC 111.19%9.24%17.29%Q2 2022Q1 20232
WEBSTER BANK, N. A. 220.00%0.00%0.00%Q1 2023Q2 20232
IMA Wealth, Inc. 110.00%0.01%0.02%Q2 2018Q2 20192
Paradigm, Strategies in Wealth Management, LLC 220.01%0.02%0.02%Q1 2021Q2 20212
WASHINGTON TRUST Co 220.00%0.00%0.00%Q2 2021Q3 20212
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
VitalStone Financial, LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Valmark Advisers, Inc. 220.02%0.09%0.17%Q3 2019Q4 20192
Betterment LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Ford Financial Group, LLC 220.26%0.27%0.28%Q3 2022Q4 20222
BAKER TILLY WEALTH MANAGEMENT, LLC 110.41%0.49%0.57%Q4 2021Q3 20222
Fortitude Advisory Group L.L.C. 220.03%0.03%0.03%Q4 2021Q1 20222
OneAscent Financial Services LLC 220.08%0.09%0.10%Q2 2022Q3 20222
Berkeley Capital Partners, LLC 110.09%0.11%0.12%Q1 2021Q2 20222
Fortis Capital Advisors, LLC 220.02%0.03%0.03%Q4 2022Q1 20232
Farther Finance Advisors, LLC 220.02%0.03%0.03%Q2 2023Q3 20232
Winthrop Advisory Group LLC 220.25%0.31%0.37%Q3 2019Q4 20192
Aprio Wealth Management, LLC 220.09%0.09%0.09%Q3 2022Q4 20222
Optiver Holding B.V. 110.00%0.00%0.00%Q2 2021Q1 20222
Covington Capital Management 220.00%0.00%0.00%Q2 2022Q3 20222
TECTONIC ADVISORS LLC 110.00%0.00%0.00%Q1 2021Q1 20211
NVWM, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Reitz Capital Advisors LLC 111.14%1.14%1.14%Q3 2023Q3 20231
FSB PREMIER WEALTH MANAGEMENT, INC. 110.03%0.03%0.03%Q4 2021Q4 20211
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Johanson Financial Advisors, Inc. 110.06%0.06%0.06%Q4 2019Q4 20191
3D ASSET MANAGEMENT, INC 110.06%0.06%0.06%Q2 2020Q2 20201
Kistler-Tiffany Companies, LLC 110.09%0.09%0.09%Q2 2023Q2 20231
XR Securities LLC 112.85%2.85%2.85%Q4 2017Q4 20171
Clarfeld Financial Advisors, LLC 110.28%0.28%0.28%Q4 2018Q4 20181
ARS Wealth Advisors Group, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Beacon Pointe Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Portfolio Strategies, Inc. 110.81%0.81%0.81%Q1 2019Q1 20191
Capital Investment Advisors, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Cooper Financial Group 110.09%0.09%0.09%Q2 2020Q2 20201
MRA Associates USA LLC 110.05%0.05%0.05%Q2 2019Q2 20191
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q4 2020Q4 20201
ST GERMAIN D J CO INC 110.00%0.00%0.00%Q2 2023Q2 20231
Exchange Bank 110.25%0.25%0.25%Q2 2023Q2 20231
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Grandview Asset Management LLC 110.05%0.05%0.05%Q1 2021Q1 20211
Jackson Wealth Management, LLC 110.06%0.06%0.06%Q3 2019Q3 20191
Yorktown Management & Research Co Inc 110.14%0.14%0.14%Q3 2017Q3 20171
Sutton Wealth Advisors Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
RMR Wealth Builders 110.09%0.09%0.09%Q3 2020Q3 20201
J Arnold Wealth Management Co 110.44%0.44%0.44%Q4 2019Q4 20191
XML SECURITIES, LLC 113.35%3.35%3.35%Q1 2018Q1 20181
Financial Advocates Investment Management 110.02%0.02%0.02%Q2 2023Q2 20231
Alpha Cubed Investments, LLC 110.85%0.85%0.85%Q3 2018Q3 20181
Ancora Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
JFG Wealth Management, LLC 110.14%0.14%0.14%Q1 2022Q1 20221
ExodusPoint Capital Management, LP 110.01%0.01%0.01%Q2 2020Q2 20201
55I, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Almanack Investment Partners, LLC. 110.12%0.12%0.12%Q4 2019Q4 20191
HOEY INVESTMENTS, INC 110.01%0.01%0.01%Q3 2023Q3 20231
Private Ocean, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q4 2020Q4 20201
WFA of San Diego, LLC 110.14%0.14%0.14%Q2 2020Q2 20201
Bank of New York Mellon Corp 110.00%0.00%0.00%Q3 2023Q3 20231
Aspire Private Capital, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q2 2023Q2 20231
USA FINANCIAL FORMULAS 111.59%1.59%1.59%Q2 2022Q2 20221
Lebenthal Global Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Banque Cantonale Vaudoise 110.00%0.00%0.00%Q2 2021Q2 20211
Spotlight Asset Group, Inc. 110.23%0.23%0.23%Q2 2020Q2 20201
Ausdal Financial Partners, Inc. 110.59%0.59%0.59%Q3 2023Q3 20231
ROMANO BROTHERS AND COMPANY 110.02%0.02%0.02%Q4 2022Q4 20221
Blue Sky Asset Management, LLC 110.10%0.10%0.10%Q4 2019Q4 20191
Parkside Investments, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Wealth Quarterback LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Regal Wealth Group, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
QP WEALTH MANAGEMENT, LLC 110.28%0.28%0.28%Q2 2022Q2 20221
THOROUGHBRED FINANCIAL SERVICES, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
All Season Financial Advisors, Inc. 112.08%2.08%2.08%Q2 2022Q2 20221
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
MARSHALL WACE, LLP 110.00%0.00%0.00%Q2 2022Q2 20221
Key Bridge Compliance, LLC 110.49%0.49%0.49%Q3 2023Q3 20231
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
NORTHWEST WEALTH MANAGEMENT, LLC 110.08%0.08%0.08%Q1 2019Q1 20191
BRIGHTON JONES LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Relative Value Partners Group, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Paloma Partners Management Co 110.01%0.01%0.01%Q2 2020Q2 20201
SHEETS SMITH WEALTH MANAGEMENT 110.01%0.01%0.01%Q3 2023Q3 20231
Sonora Investment Management, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Mirador Capital Partners LP 110.11%0.11%0.11%Q4 2022Q4 20221
WCG Wealth Advisors LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Kalos Management, Inc. 110.49%0.49%0.49%Q2 2019Q2 20191
Northwest Bancshares, Inc. 110.09%0.09%0.09%Q3 2023Q3 20231
GSB Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Ten Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
PANORAMIC INVESTMENT ADVISORS, LLC 110.35%0.35%0.35%Q4 2022Q4 20221
Sequoia Financial Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Houlihan Financial Resource Group, Ltd. 110.00%0.00%0.00%Q3 2020Q3 20201
Financial Consulate Inc. 110.11%0.11%0.11%Q2 2021Q2 20211
IAMS WEALTH MANAGEMENT, LLC 110.20%0.20%0.20%Q1 2023Q1 20231
Triton Wealth Management, PLLC 110.38%0.38%0.38%Q1 2020Q1 20201
Destiny Wealth Partners, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Bayesian Capital Management, LP 110.10%0.10%0.10%Q3 2021Q3 20211
Connectus Wealth, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
Concert Wealth Management Inc. 110.04%0.04%0.04%Q3 2016Q3 20161
Financial Avengers, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Vigilare Wealth Management 110.36%0.36%0.36%Q4 2019Q4 20191
Arkadios Wealth Advisors 110.00%0.00%0.00%Q2 2020Q2 20201
Tidal Investments LLC 110.02%0.02%0.02%Q2 2023Q2 20231
ARQ WEALTH ADVISORS, LLC 111.67%1.67%1.67%Q1 2020Q1 20201
ETRADE Capital Management LLC 110.01%0.01%0.01%Q4 2019Q4 20191
KILEY JUERGENS WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
Solidarity Wealth, LLC 110.30%0.30%0.30%Q3 2022Q3 20221
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Dana Investment Advisors, Inc. 110.01%0.01%0.01%Q1 2019Q1 20191
Austin Wealth Management, LLC 110.23%0.23%0.23%Q3 2023Q3 20231
Strategic Equity Management 112.13%2.13%2.13%Q2 2022Q2 20221
Summit Global Investments 110.01%0.01%0.01%Q2 2021Q2 20211
Bell Rock Capital LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Personal Capital Advisors Corp 110.00%0.00%0.00%Q4 2021Q4 20211
NORTHERN TRUST CORP 110.00%0.00%0.00%Q2 2020Q2 20201
Sound View Wealth Advisors, LLC 110.09%0.09%0.09%Q1 2019Q1 20191
PEAPACK GLADSTONE FINANCIAL CORP 110.03%0.03%0.03%Q4 2022Q4 20221
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
TWO SIGMA ADVISERS, LP 110.01%0.01%0.01%Q1 2023Q1 20231
American Investment Services, Inc. 110.15%0.15%0.15%Q4 2019Q4 20191
HSBC HOLDINGS PLC 110.00%0.00%0.00%Q2 2022Q2 20221
DCM Advisors, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Stuart Chaussee & Associates, Inc. 1110.07%10.07%10.07%Q1 2022Q1 20221
SkyOak Wealth, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
BIVIN & ASSOCIATES, INC. 110.00%0.00%0.00%Q1 2022Q1 20221
Emerson Wealth, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Menard Financial Group LLC 110.94%0.94%0.94%Q4 2019Q4 20191
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q1 2023Q1 20231
Total Clarity Wealth Management, Inc. 110.03%0.03%0.03%Q4 2019Q4 20191
Horan Securities, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Hibernia Wealth Partners, LLC 114.53%4.53%4.53%Q3 2023Q3 20231
Empowered Funds, LLC 110.11%0.11%0.11%Q2 2022Q2 20221
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
GREENWOOD CAPITAL ASSOCIATES LLC 110.08%0.08%0.08%Q2 2019Q2 20191
Cresset Asset Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
HOWARD WEALTH MANAGEMENT, LLC 110.27%0.27%0.27%Q4 2019Q4 20191
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Trexquant Investment LP 110.01%0.01%0.01%Q1 2023Q1 20231
DRW Securities, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
ATTICUS WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Schonfeld Strategic Advisors LLC 110.02%0.02%0.02%Q4 2022Q4 20221
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q3 2022Q3 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
AVIANCE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Crumly & Associates Inc. 110.87%0.87%0.87%Q4 2019Q4 20191
Sapphire Star Partners LP 110.67%0.67%0.67%Q4 2018Q4 20181
Clearstead Trust, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Asset Management Resources, LLC 111.48%1.48%1.48%Q3 2023Q3 20231
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
SMITHBRIDGE ASSET MANAGEMENT INC/DE 110.40%0.40%0.40%Q2 2022Q2 20221
Transform Wealth, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Crabel Capital Management, LLC 110.10%0.10%0.10%Q4 2021Q4 20211
OPPENHEIMER ASSET MANAGEMENT INC. 110.00%0.00%0.00%Q1 2020Q1 20201
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q4 2022Q4 20221
External links

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