SPDR SER TR shareholder history

Current and past SPDR SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Cutler Group LLC / CA 17170.00%0.00%0.01%Q3 2019Q3 202342
BANK OF AMERICA CORP /DE/ 41410.00%0.00%0.03%Q3 2013Q3 202341
ASSETMARK, INC 40400.03%0.27%0.59%Q4 2013Q3 202340
MORGAN STANLEY 40400.00%0.00%0.01%Q4 2013Q3 202340
ROYAL BANK OF CANADA 39390.00%0.00%0.01%Q1 2014Q3 202339
WELLS FARGO & COMPANY/MN 3070.00%0.00%0.01%Q2 2014Q3 202337
UBS Group AG 36360.00%0.01%0.03%Q4 2014Q3 202336
LPL Financial LLC 36360.01%0.12%0.43%Q4 2014Q3 202336
SEI INVESTMENTS CO 35350.00%0.00%0.01%Q1 2015Q3 202335
CITIGROUP INC 3230.00%0.00%0.01%Q3 2013Q3 202335
PNC FINANCIAL SERVICES GROUP, INC. 2590.00%0.00%0.05%Q1 2015Q3 202334
SUSQUEHANNA INTERNATIONAL GROUP, LLP 910.00%0.00%0.01%Q4 2013Q3 202334
IFP Advisors, Inc 17140.02%0.12%0.31%Q4 2015Q3 202331
Citadel Advisors 910.00%0.00%0.01%Q3 2015Q3 202330
RAYMOND JAMES & ASSOCIATES 28280.00%0.01%0.02%Q4 2016Q3 202328
STIFEL FINANCIAL CORP 17100.00%0.00%0.03%Q1 2015Q3 202327
AE Wealth Management LLC 26260.03%0.42%1.36%Q2 2017Q3 202326
Steward Partners Investment Advisory, LLC 1880.00%0.02%0.51%Q4 2016Q3 202326
JFS WEALTH ADVISORS, LLC 25250.01%0.01%0.03%Q3 2017Q3 202325
Vivaldi Capital Management LP 2410.00%1.32%1.98%Q2 2017Q3 202325
LADENBURG THALMANN FINANCIAL SERVICES INC. 25250.00%0.01%0.04%Q4 2013Q4 201925
Continuum Advisory, LLC 2410.09%0.60%1.37%Q2 2017Q3 202325
StrategIQ Financial Group, LLC 24240.41%0.87%1.38%Q4 2017Q3 202324
Cambridge Investment Research Advisors, Inc. 24240.01%0.04%0.08%Q4 2017Q3 202324
United Asset Strategies, Inc. 24240.05%0.17%0.98%Q4 2017Q3 202324
Gradient Investments LLC 24240.00%0.71%1.76%Q4 2017Q3 202324
Larson Financial Group LLC 24240.35%2.26%3.71%Q4 2017Q3 202324
Raymond James Financial Services Advisors, Inc. 24240.00%0.01%0.02%Q4 2017Q3 202324
Boston Standard Wealth Management, LLC 2223.03%3.56%4.34%Q4 2017Q4 202324
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2210.00%0.00%0.03%Q2 2016Q3 202324
STATE STREET CORP 1210.00%0.00%0.00%Q1 2016Q3 202324
Geneos Wealth Management Inc. 24240.00%0.16%0.45%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.01%0.04%0.10%Q4 2017Q3 202324
Goodman Financial Corp 24240.07%0.64%0.82%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.02%0.06%Q4 2017Q3 202324
Private Advisor Group, LLC 2120.00%0.25%0.78%Q2 2017Q3 202324
OARSMAN CAPITAL, INC. 24240.76%2.03%3.56%Q4 2017Q3 202324
G&S Capital LLC 24240.00%0.74%0.95%Q4 2017Q3 202324
Pinnacle Wealth Planning Services, Inc. 24241.06%3.47%8.79%Q4 2017Q3 202324
RFG Advisory, LLC 24240.14%0.41%1.78%Q4 2017Q3 202324
Peterson Wealth Advisors, LLC 24241.71%6.32%7.89%Q4 2017Q3 202324
HighTower Advisors, LLC 14100.00%0.01%0.06%Q3 2017Q3 202324
McKinley Carter Wealth Services, Inc. 24240.02%0.06%0.11%Q4 2017Q3 202324
AMERIPRISE FINANCIAL INC 24240.00%0.01%0.07%Q4 2017Q3 202324
Simplicity Solutions, LLC 1610.01%0.57%1.54%Q2 2017Q3 202324
Savant Capital, LLC 24240.02%0.15%0.31%Q4 2017Q3 202324
McNamara Financial Services, Inc. 24243.58%4.32%4.99%Q4 2017Q3 202324
Parallel Advisors, LLC 23230.00%0.03%0.21%Q1 2018Q3 202323
AlphaStar Capital Management, LLC 23230.08%0.69%1.89%Q1 2018Q3 202323
WRAPMANAGER INC 23230.83%1.72%2.12%Q1 2018Q3 202323
CAPTRUST FINANCIAL ADVISORS 1490.00%0.01%0.03%Q3 2017Q3 202323
Avior Wealth Management, LLC 23230.00%0.21%0.93%Q1 2018Q3 202323
Windsor Capital Management, LLC 23230.89%2.28%3.16%Q1 2018Q3 202323
Alliance Wealth Management Group 23230.52%0.66%0.77%Q4 2017Q2 202323
Annex Advisory Services, LLC 23230.87%3.88%6.67%Q1 2018Q3 202323
Moisand Fitzgerald Tamayo, LLC 23230.06%0.45%0.78%Q1 2018Q3 202323
TRUIST FINANCIAL CORP 23230.00%0.04%0.06%Q1 2018Q3 202323
Wealthcare Advisory Partners LLC 23230.75%2.96%5.08%Q1 2018Q3 202323
JNBA Financial Advisors 2030.05%0.51%0.86%Q4 2017Q3 202323
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 22220.01%0.14%0.26%Q2 2018Q3 202322
E&G Advisors, LP 22220.13%0.22%0.38%Q2 2018Q3 202322
Advisory Services Network, LLC 1620.00%0.06%0.13%Q2 2016Q1 202322
JANE STREET GROUP, LLC 1110.00%0.00%0.01%Q4 2014Q3 202322
Towercrest Capital Management 22220.34%0.44%0.54%Q2 2018Q3 202322
Fusion Family Wealth LLC 22220.00%0.02%0.08%Q2 2018Q3 202322
Arete Wealth Advisors, LLC 22220.09%0.60%1.72%Q1 2018Q2 202322
CENTAURUS FINANCIAL, INC. 22220.01%0.12%0.24%Q2 2018Q3 202322
OLD SECOND NATIONAL BANK OF AURORA 22220.00%0.01%0.03%Q2 2018Q3 202322
MML INVESTORS SERVICES, LLC 22220.01%0.04%0.10%Q2 2018Q3 202322
Jackson, Grant Investment Advisers, Inc. 22220.00%0.01%0.04%Q2 2018Q3 202322
Capital Investment Advisory Services, LLC 22220.02%0.15%1.04%Q2 2018Q3 202322
Advisory Alpha, LLC 22220.24%1.60%6.83%Q2 2018Q3 202322
Allworth Financial LP 22220.07%0.89%2.06%Q2 2018Q3 202322
Ironwood Wealth Management, LLC. 22220.00%0.32%2.45%Q2 2018Q3 202322
Creative Planning 1910.00%0.15%0.27%Q1 2017Q3 202322
Pure Financial Advisors, LLC 22220.40%1.17%2.45%Q3 2018Q4 202322
Allen Capital Group, LLC 1830.09%1.34%2.04%Q2 2018Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.25%Q3 2018Q3 202321
Barber Financial Group, Inc. 21210.46%2.38%3.54%Q1 2018Q1 202321
GOLDMAN SACHS GROUP INC 1010.00%0.00%0.00%Q1 2017Q3 202321
Snowden Capital Advisors LLC 1380.07%0.16%0.26%Q2 2018Q3 202321
ENVESTNET ASSET MANAGEMENT INC 21210.01%0.02%0.05%Q3 2018Q3 202321
WALLER FINANCIAL PLANNING GROUP, INC 21217.12%8.76%10.16%Q4 2018Q4 202321
Capital Advisory Group Advisory Services, LLC 21210.00%0.52%1.07%Q3 2018Q3 202321
Tower Research Capital LLC (TRC) 1410.00%0.03%0.08%Q1 2014Q3 202321
J.P. Morgan Private Wealth Advisors LLC 1830.00%0.01%0.05%Q2 2018Q3 202321
CreativeOne Wealth, LLC 21210.10%0.39%0.89%Q3 2018Q3 202321
Janney Montgomery Scott LLC 1380.00%0.00%0.01%Q4 2016Q3 202321
Vantage Investment Partners, LLC 21210.01%0.03%0.05%Q3 2018Q3 202321
First Heartland Consultants, Inc. 1410.01%0.22%0.93%Q4 2017Q3 202321
Aveo Capital Partners, LLC 1110.07%0.18%0.32%Q4 2017Q3 202321
Patriot Financial Group Insurance Agency, LLC 21210.02%0.06%0.12%Q3 2018Q3 202321
Baltimore-Washington Financial Advisors, Inc. 21210.06%0.18%0.28%Q3 2018Q3 202321
Outlook Wealth Advisors, LLC 20200.20%0.75%1.60%Q4 2018Q3 202320
WEALTHCARE CAPITAL MANAGEMENT LLC 20200.00%0.10%0.18%Q4 2018Q3 202320
TPG Financial Advisors, LLC 20200.71%2.04%3.37%Q4 2018Q3 202320
OPTIMUM INVESTMENT ADVISORS 1420.01%0.01%0.02%Q2 2014Q3 202320
Global Strategic Investment Solutions, LLC 20200.21%1.22%2.46%Q4 2018Q3 202320
Brio Consultants, LLC 20200.11%0.73%2.12%Q4 2018Q3 202320
American Investment Services, Inc. 20200.14%0.26%0.46%Q4 2018Q3 202320
SECURIAN ASSET MANAGEMENT, INC 20200.02%0.04%0.06%Q4 2018Q3 202320
FIFTH THIRD BANCORP 1730.00%0.00%0.00%Q2 2018Q3 202320
UNITED CAPITAL FINANCIAL ADVISORS, LLC 20200.00%0.01%0.01%Q4 2018Q3 202320
CX Institutional 1550.00%0.19%1.01%Q2 2018Q2 202320
Capital Analysts, LLC 20200.05%1.48%2.13%Q4 2018Q3 202320
CAHABA WEALTH MANAGEMENT, INC. 20200.52%0.70%0.95%Q4 2018Q3 202320
NewEdge Advisors, LLC 1410.01%0.02%0.05%Q1 2018Q3 202320
Tortoise Investment Management, LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
SNS Financial Group, LLC 20200.04%0.08%0.16%Q1 2018Q4 202220
ERn Financial, LLC 20200.44%0.95%2.61%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.02%0.06%Q4 2017Q3 202220
Laurel Wealth Advisors LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
Kohmann Bosshard Financial Services, LLC 20200.30%0.76%1.65%Q4 2018Q3 202320
Kingsview Wealth Management, LLC 1460.04%0.06%0.09%Q3 2018Q3 202320
Aspire Private Capital, LLC 20200.41%1.44%2.58%Q4 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20200.63%0.91%1.21%Q4 2018Q3 202320
BREWIN DOLPHIN LTD 20200.00%0.00%0.00%Q3 2017Q2 202220
Prestige Wealth Management Group LLC 20200.00%0.03%0.19%Q4 2018Q3 202320
GRIMES & COMPANY, INC. 19190.11%1.83%3.78%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
JPMORGAN CHASE & CO 1010.00%0.00%0.00%Q2 2018Q3 202319
Moloney Securities Asset Management, LLC 1270.06%0.15%0.66%Q2 2018Q3 202319
CWM, LLC 1010.00%0.04%0.30%Q1 2017Q3 202319
Stadion Money Management, LLC 1510.20%5.11%10.98%Q3 2017Q3 202318
BlackRock Inc. 18180.00%0.00%0.00%Q4 2018Q1 202318
GeoWealth Management, LLC 18180.13%0.44%1.56%Q2 2019Q3 202318
Shepherd Financial Partners LLC 1170.11%0.46%0.83%Q4 2016Q3 202318
Strategic Investment Advisors / MI 1310.04%0.15%0.30%Q4 2018Q3 202318
Bedel Financial Consulting, Inc. 1710.01%0.01%0.07%Q1 2018Q2 202318
THRIVENT FINANCIAL FOR LUTHERANS 1620.00%0.01%0.05%Q1 2019Q3 202318
Stratos Wealth Partners, LTD. 1610.00%0.37%0.86%Q1 2018Q3 202318
Parsec Financial Management, Inc. 18180.01%0.02%0.03%Q4 2018Q1 202318
Dakota Wealth Management 17170.04%0.26%0.94%Q3 2019Q3 202317
Csenge Advisory Group 17170.04%0.07%0.10%Q3 2019Q3 202317
WealthShield Partners, LLC 1220.01%0.04%0.09%Q4 2017Q3 202317
Koshinski Asset Management, Inc. 1610.03%0.04%0.07%Q3 2018Q3 202317
PARK AVENUE SECURITIES LLC 17170.02%0.08%0.15%Q3 2019Q3 202317
Frontier Wealth Management LLC 17170.03%0.68%1.36%Q2 2018Q2 202217
Bay Harbor Wealth Management, LLC 17170.01%0.18%0.79%Q4 2018Q4 202217
TCI Wealth Advisors, Inc. 1510.00%0.00%0.02%Q2 2015Q4 202217
Valeo Financial Advisors, LLC 1430.00%0.29%0.48%Q1 2019Q3 202317
Global Wealth Management Investment Advisory, Inc. 1520.00%0.43%1.38%Q4 2018Q3 202317
Sowell Financial Services LLC 1020.04%0.11%0.34%Q4 2018Q3 202317
BLAIR WILLIAM & CO/IL 16160.00%0.00%0.00%Q4 2019Q3 202316
MANAGED ACCOUNT SERVICES INC 16160.28%1.07%1.57%Q4 2017Q3 202116
SIGNATUREFD, LLC 1310.00%0.00%0.01%Q3 2015Q3 202316
Professional Financial Advisors, LLC 16160.11%0.43%0.96%Q4 2019Q3 202316
Morningstar Investment Services LLC 16160.10%0.28%0.36%Q4 2019Q3 202316
SkyOak Wealth, LLC 16160.28%0.43%0.63%Q4 2019Q3 202316
Ausdal Financial Partners, Inc. 910.07%0.24%0.75%Q2 2018Q3 202316
Global Trust Asset Management, LLC 16160.00%0.03%0.32%Q4 2017Q3 202116
ISLAY CAPITAL MANAGEMENT, LLC 16160.02%2.64%7.03%Q4 2019Q3 202316
Aptus Capital Advisors, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
MBE Wealth Management, LLC 16160.19%0.82%5.07%Q4 2019Q3 202316
Gilbert & Cook, Inc. 16160.06%0.10%0.17%Q4 2019Q3 202316
Doyle Wealth Management 16160.01%0.18%0.32%Q4 2018Q3 202216
Financial Engines Advisors L.L.C. 16160.02%1.30%2.00%Q4 2019Q3 202316
VICUS CAPITAL 1010.02%0.09%0.45%Q1 2019Q3 202316
PAX Financial Group, LLC 16160.10%0.12%0.14%Q4 2019Q3 202316
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 16160.07%0.21%0.69%Q4 2019Q3 202316
FLAGSHIP HARBOR ADVISORS, LLC 16160.01%0.34%0.77%Q4 2019Q3 202316
NOESIS CAPITAL MANGEMENT CORP 16160.06%0.09%0.11%Q4 2019Q3 202316
Strategic Financial Planning, Inc. 16161.25%3.08%3.55%Q4 2019Q3 202316
Strategic Blueprint, LLC 1510.01%0.47%2.00%Q3 2019Q3 202316
Anchor Investment Management, LLC 16160.02%0.03%0.05%Q1 2020Q4 202316
NovaPoint Capital, LLC 16160.36%1.17%1.63%Q4 2019Q3 202316
Valmark Advisers, Inc. 15153.09%4.07%4.49%Q1 2020Q3 202315
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 15150.06%0.07%0.08%Q1 2020Q3 202315
Prime Capital Investment Advisors, LLC 620.00%0.12%0.42%Q4 2017Q3 202315
FormulaFolio Investments, LLC 15150.07%0.42%0.66%Q4 2017Q2 202115
Crestwood Advisors Group, LLC 15150.47%1.44%2.44%Q1 2020Q3 202315
Corrigan Financial, Inc. 15150.25%0.26%0.30%Q1 2020Q3 202315
MONEYWISE, INC. 15150.40%0.64%0.82%Q1 2020Q3 202315
LAKE STREET ADVISORS GROUP, LLC 15150.04%0.04%0.07%Q1 2020Q3 202315
Edmonds Duncan Registered Investment Advisors, LLC 15150.75%1.78%5.68%Q1 2020Q3 202315
PrairieView Partners, LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.10%0.19%Q1 2020Q3 202315
CREATIVE FINANCIAL DESIGNS INC /ADV 15150.01%0.03%0.04%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.02%0.06%Q2 2016Q4 201915
US BANCORP \DE\ 1110.00%0.00%0.00%Q4 2017Q3 202315
Trinity Wealth Management, LLC 1230.33%0.77%1.09%Q4 2019Q3 202315
Global Retirement Partners, LLC 870.00%0.20%0.49%Q4 2019Q3 202315
Rockefeller Capital Management L.P. 15150.00%0.00%0.01%Q1 2020Q3 202315
Good Life Advisors, LLC 15151.88%2.51%3.59%Q1 2020Q3 202315
Fernwood Investment Management, LLC 1410.11%0.12%0.14%Q4 2019Q3 202315
IHT Wealth Management, LLC 15150.08%0.66%0.93%Q1 2020Q3 202315
Your Advocates Ltd., LLP 15150.00%0.10%0.25%Q1 2020Q3 202315
WESCAP Management Group, Inc. 15150.24%0.44%0.71%Q1 2020Q3 202315
IAG Wealth Partners, LLC 15150.45%0.97%1.27%Q1 2020Q3 202315
Stratos Wealth Advisors, LLC 15150.01%0.12%0.28%Q1 2020Q3 202315
PSI Advisors, LLC 1410.02%1.42%2.70%Q4 2019Q3 202315
Brinker Capital Investments, LLC 14140.00%0.01%0.02%Q3 2019Q4 202214
Community Bank, N.A. 14140.00%0.00%0.00%Q2 2020Q3 202314
BCS Wealth Management 14140.17%0.20%0.31%Q2 2020Q3 202314
Renaissance Technologies 820.00%0.00%0.00%Q4 2017Q3 202314
Financial Gravity Asset Management, Inc. 1220.00%0.65%2.95%Q4 2019Q3 202314
SPINNAKER TRUST 14140.72%1.35%1.66%Q2 2020Q3 202314
WBH ADVISORY INC 1130.45%0.94%1.16%Q1 2020Q3 202314
Wealth Advisory Solutions, LLC 860.00%0.32%1.06%Q4 2019Q2 202314
SENTINEL PENSION ADVISORS INC 1310.08%0.16%0.21%Q4 2019Q3 202314
Alexandria Capital, LLC 14140.05%0.41%0.92%Q2 2018Q3 202114
Global Financial Private Capital, Inc 14140.24%0.61%1.60%Q1 2017Q2 202014
Walkner Condon Financial Advisors LLC 771.29%1.72%2.92%Q4 2019Q3 202314
Van Hulzen Asset Management, LLC 14140.02%0.06%0.14%Q4 2018Q1 202214
CIBC Private Wealth Group, LLC 770.00%0.00%0.01%Q2 2018Q3 202314
OneDigital Investment Advisors LLC 920.00%0.11%0.64%Q1 2018Q3 202314
Veritable, L.P. 14140.02%0.03%0.07%Q1 2020Q2 202314
Round Table Services, LLC 1040.07%0.10%0.15%Q1 2019Q3 202214
NOTTINGHAM ADVISORS, INC. 860.02%0.07%0.12%Q1 2020Q3 202314
Cedar Wealth Management, LLC 14140.23%0.40%0.59%Q2 2020Q3 202314
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 14140.36%0.52%0.57%Q2 2020Q3 202314
Integrated Wealth Concepts LLC 14140.03%0.18%0.53%Q2 2020Q3 202314
Nikulski Financial, Inc. 1210.15%0.34%0.46%Q4 2019Q3 202314
AVANTAX ADVISORY SERVICES, INC. 14140.01%0.01%0.06%Q2 2020Q3 202314
HARVARD MANAGEMENT CO INC 13130.38%0.67%1.06%Q4 2013Q4 201613
Equitable Holdings, Inc. 1210.01%0.10%0.31%Q2 2020Q3 202313
Kestra Advisory Services, LLC 13130.00%0.04%0.15%Q3 2020Q3 202313
NEXT Financial Group, Inc 610.00%0.03%0.17%Q3 2017Q4 202113
M Holdings Securities, Inc. 610.05%0.80%2.07%Q3 2014Q2 202313
Truadvice, LLC 13130.18%0.38%1.04%Q3 2020Q3 202313
MONETA GROUP INVESTMENT ADVISORS LLC 910.01%0.16%0.57%Q2 2018Q2 202313
Commonwealth Equity Services, Inc 13130.00%0.01%0.02%Q3 2014Q3 201713
BUCKINGHAM STRATEGIC WEALTH, LLC 1210.02%0.03%0.06%Q1 2020Q3 202313
COLDSTREAM CAPITAL MANAGEMENT INC 620.01%0.02%0.03%Q3 2018Q1 202313
Leicht Financial Planning & Wealth Management, Inc. 13132.82%9.61%13.22%Q3 2020Q3 202313
Meridian Wealth Management, LLC 1110.02%0.05%0.20%Q2 2019Q3 202313
Merit Financial Group, LLC 13130.07%1.08%2.40%Q3 2020Q3 202313
Private Wealth Group, LLC 13131.66%3.08%4.22%Q3 2020Q3 202313
GREAT VALLEY ADVISOR GROUP, INC. 13130.06%0.70%1.17%Q3 2020Q3 202313
CGN Advisors LLC 13130.07%0.11%0.15%Q4 2020Q4 202313
Brookstone Capital Management 1030.01%0.03%0.08%Q2 2019Q3 202313
NICOLET ADVISORY SERVICES, LLC 13130.03%0.50%2.98%Q1 2019Q1 202213
Key FInancial Inc 1210.01%0.08%0.14%Q1 2020Q3 202313
Opal Wealth Advisors, LLC 12120.40%0.56%0.86%Q4 2020Q3 202312
Newbridge Financial Services Group, Inc. 750.00%0.02%0.05%Q3 2020Q3 202312
MSI Financial Services Inc 12120.00%0.00%0.00%Q1 2014Q4 201612
Asset Dedication, LLC 930.00%0.01%0.03%Q3 2018Q2 202212
FSB PREMIER WEALTH MANAGEMENT, INC. 12120.48%0.62%1.64%Q4 2020Q3 202312
Flagship Private Wealth, LLC 12120.35%0.70%1.09%Q4 2020Q3 202312
Aldebaran Financial Inc. 1110.16%0.64%1.04%Q2 2020Q3 202312
Center for Financial Planning, Inc. 12120.00%0.00%0.01%Q4 2020Q3 202312
Sightline Wealth Advisors, LLC 12120.48%1.06%1.42%Q4 2020Q3 202312
KWB Wealth 12121.28%1.79%3.16%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.50%0.60%0.71%Q4 2020Q3 202312
Advisor OS, LLC 1110.08%0.83%1.62%Q2 2020Q3 202312
USAdvisors Wealth Management, LLC 12120.54%0.66%0.74%Q4 2020Q3 202312
Orion Portfolio Solutions, LLC 930.00%0.02%0.03%Q4 2019Q3 202312
SPC Financial, Inc. 1110.20%0.28%0.40%Q3 2020Q3 202312
Belpointe Asset Management LLC 1020.01%0.02%0.03%Q3 2019Q1 202312
FAS Wealth Partners, Inc. 12120.00%0.00%0.01%Q4 2019Q3 202212
Cornerstone Wealth Management, LLC 720.05%0.29%0.49%Q1 2018Q3 202312
Graypoint LLC 12120.03%0.04%0.05%Q4 2020Q3 202312
Blueprint Investment Partners LLC 510.02%0.21%0.54%Q4 2019Q3 202312
Iron Horse Wealth Management, LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
Mutual Advisors, LLC 720.01%0.07%0.47%Q4 2018Q3 202312
BANK OF MONTREAL /CAN/ 710.00%0.00%0.00%Q4 2018Q3 202312
Fullen Financial Group 12122.21%2.64%2.99%Q2 2020Q1 202312
Latitude Advisors, LLC 12120.24%0.33%0.39%Q4 2020Q3 202312
Hanlon Investment Management, Inc. 12120.98%1.68%2.60%Q1 2019Q4 202112
Mariner, LLC 1110.00%0.04%0.15%Q2 2019Q3 202312
MJP ASSOCIATES INC /ADV 12120.84%1.29%1.74%Q4 2020Q3 202312
Orin Green Financial, LLC 12120.44%0.63%0.95%Q4 2020Q3 202312
Capital Asset Advisory Services LLC 12120.02%0.06%0.11%Q4 2019Q3 202212
Sovereign Financial Group, Inc. 12120.17%0.36%0.44%Q4 2020Q3 202312
Brown Financial Advisory 12120.62%1.31%3.53%Q4 2020Q3 202312
FINANCIAL MANAGEMENT NETWORK INC 12120.21%0.38%0.50%Q4 2020Q3 202312
Cooper Financial Group 12120.05%0.32%0.51%Q4 2020Q3 202312
Vectors Research Management, LLC 11110.00%0.00%0.00%Q3 2018Q1 202111
MARINER INDEPENDENT ADVISOR NETWORK, LLC 11110.08%0.18%0.24%Q1 2020Q3 202211
ARGI Investment Services, LLC 11110.07%0.12%0.17%Q2 2020Q4 202211
McClarren Financial Advisors, Inc. 650.61%0.71%0.85%Q4 2020Q3 202311
Western Wealth Management, LLC 830.04%0.29%0.64%Q4 2020Q3 202311
Clear Perspective Advisors, LLC 610.02%0.42%0.78%Q2 2018Q4 202111
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 11110.10%0.18%0.49%Q1 2021Q3 202311
Range Financial Group LLC 11110.42%0.57%0.75%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
MERCER GLOBAL ADVISORS INC /ADV 11110.00%0.01%0.02%Q1 2021Q3 202311
Armor Investment Advisors, LLC 11110.01%0.04%0.04%Q4 2019Q2 202211
US FINANCIAL ADVISORS, LLC 830.08%0.16%0.23%Q4 2020Q3 202311
Cetera Advisor Networks LLC 1010.00%0.12%0.16%Q2 2020Q3 202311
JOHNSON INVESTMENT COUNSEL INC 920.00%0.02%0.03%Q1 2017Q3 202311
Colonial River Wealth Management, LLC 831.38%2.17%2.70%Q4 2020Q3 202311
Pinnacle Advisory Group, Inc. 11110.02%0.36%1.59%Q3 2018Q1 202111
Golden State Wealth Management, LLC 710.04%0.18%0.69%Q1 2019Q1 202211
Lee Financial Co 11110.00%0.00%0.00%Q4 2020Q2 202311
Ranch Capital Advisors Inc. 620.00%0.17%0.37%Q4 2019Q3 202311
TSFG, LLC 11110.04%0.10%0.29%Q1 2021Q3 202311
Stewardship Advisors, LLC 11110.11%0.43%3.41%Q4 2019Q2 202211
Paracle Advisors, LLC 11110.08%0.10%0.12%Q3 2018Q1 202111
Wealthquest Corp 550.04%0.58%0.76%Q4 2018Q3 202310
QP WEALTH MANAGEMENT, LLC 10100.63%1.10%1.29%Q2 2021Q3 202310
SWMG, LLC 640.11%0.26%0.47%Q4 2020Q2 202310
ACCURATE INVESTMENT SOLUTIONS, INC. 10100.04%1.05%7.31%Q4 2017Q1 202010
Royal Fund Management, LLC 10100.08%1.13%2.41%Q4 2017Q1 202010
55I, LLC 910.02%0.09%0.17%Q2 2019Q3 202210
TRH Financial, LLC 910.32%1.99%3.79%Q4 2019Q2 202210
HARBOUR INVESTMENTS, INC. 640.01%0.04%0.17%Q1 2021Q3 202310
Atria Investments, Inc 910.02%0.04%0.06%Q1 2018Q3 202310
Cetera Advisors LLC 420.00%0.03%0.07%Q4 2017Q3 202310
Crew Capital Management, Ltd. 10100.21%0.29%0.40%Q2 2021Q3 202310
Financial Advocates Investment Management 910.02%0.18%0.71%Q3 2018Q3 202310
INSPIRION WEALTH ADVISORS, LLC 10100.36%0.58%0.73%Q1 2018Q2 202010
Cetera Investment Advisers 910.01%0.01%0.03%Q1 2021Q3 202310
Bellwether Advisors, LLC 10100.01%0.02%0.03%Q4 2020Q1 202310
Accel Wealth Management 10100.01%0.01%0.01%Q4 2020Q1 202310
Benedetti & Gucer, Inc. 640.13%0.18%0.37%Q1 2021Q3 202310
Westside Investment Management, Inc. 10100.00%0.00%0.01%Q2 2021Q3 202310
Independence Bank of Kentucky 10100.01%0.05%0.08%Q2 2021Q3 202310
WOLFF WIESE MAGANA LLC 910.00%0.01%0.02%Q1 2021Q3 202310
Concord Wealth Partners 730.00%0.01%0.05%Q4 2020Q2 202310
West Branch Capital LLC 10100.04%0.06%0.09%Q2 2021Q3 202310
CFS Investment Advisory Services, LLC 910.06%0.15%0.28%Q4 2020Q3 202310
Horan Securities, Inc. 730.00%0.00%0.01%Q4 2020Q2 202310
Clarus Wealth Advisors 820.55%0.91%1.07%Q4 2020Q2 202310
Cribstone Capital Management, LLC 550.00%0.01%0.03%Q2 2019Q4 202110
Apella Capital, LLC 730.04%0.10%0.26%Q2 2021Q4 202310
PENOBSCOT WEALTH MANAGEMENT 10101.25%1.57%2.44%Q2 2021Q3 202310
ST GERMAIN D J CO INC 730.00%0.47%0.74%Q2 2021Q4 202310
EPG Wealth Management LLC 520.00%0.01%0.01%Q4 2019Q3 202310
FINANCIAL COUNSELORS INC 820.01%0.02%0.09%Q4 2020Q3 202310
Lake Point Wealth Management 520.00%0.05%0.45%Q4 2018Q2 202210
PECAUT & CO. 10100.13%0.87%1.17%Q2 2021Q3 202310
S. R. Schill & Associates 10100.47%3.34%6.57%Q1 2018Q2 202010
Charles Schwab Investment Advisory, Inc. 990.15%0.30%0.54%Q4 2017Q4 20199
Castleview Partners, LLC 810.03%0.11%0.28%Q2 2021Q3 20239
Legend Financial Advisors, Inc. 541.29%1.97%2.62%Q4 2018Q3 20239
VERUS CAPITAL PARTNERS, LLC 720.05%0.09%0.33%Q4 2019Q3 20239
DEUTSCHE BANK AG\ 810.00%0.00%0.00%Q2 2019Q3 20239
AMERICAN NATIONAL BANK 990.01%0.02%0.02%Q3 2021Q3 20239
626 Financial, LLC 811.80%2.25%3.28%Q1 2021Q3 20239
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 990.01%0.01%0.02%Q3 2021Q3 20239
Brightworth 990.05%0.06%0.07%Q1 2018Q1 20209
SYNOVUS FINANCIAL CORP 410.00%0.00%0.00%Q1 2020Q3 20239
Chicago Partners Investment Group LLC 990.02%0.07%0.11%Q3 2021Q3 20239
Arkadios Wealth Advisors 810.00%0.05%0.08%Q2 2020Q3 20239
Trilogy Capital Inc. 810.03%0.53%0.83%Q1 2020Q3 20239
COLTON GROOME FINANCIAL ADVISORS, LLC 990.13%0.47%1.03%Q3 2021Q3 20239
MATRIX PRIVATE CAPITAL GROUP LLC 720.00%0.02%0.07%Q4 2020Q3 20239
AFFINIA FINANCIAL GROUP, LLC 810.14%0.47%2.36%Q1 2020Q2 20239
COMERICA BANK 810.00%0.01%0.02%Q1 2021Q3 20239
Center For Asset Management LLC 720.23%0.32%0.42%Q4 2020Q3 20239
Capital Advisors, Ltd. LLC 630.00%0.00%0.02%Q4 2018Q3 20229
Bell Rock Capital LLC 990.02%0.17%0.33%Q4 2017Q4 20199
Garrett Wealth Advisory Group, LLC 990.16%5.26%7.40%Q3 2021Q3 20239
VALICENTI ADVISORY SERVICES INC 990.33%0.39%0.45%Q3 2021Q3 20239
CONTINENTAL INVESTORS SERVICES, INC. 881.47%1.64%1.78%Q4 2021Q3 20238
Claro Advisors LLC 880.31%0.33%0.37%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.21%0.33%0.41%Q4 2021Q3 20238
Alta Wealth Advisors LLC 880.16%0.39%0.64%Q4 2021Q3 20238
Fingerlakes Wealth Management, Inc. 880.66%0.71%0.75%Q4 2021Q3 20238
VISTA INVESTMENT MANAGEMENT 880.36%0.79%1.16%Q1 2018Q4 20198
KAVAR CAPITAL PARTNERS GROUP, LLC 620.05%0.06%0.08%Q4 2020Q3 20238
SIMPLEX TRADING, LLC 310.00%0.00%0.00%Q3 2018Q2 20238
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.01%0.16%0.60%Q3 2020Q3 20238
Bensler, LLC 880.62%0.71%0.80%Q4 2021Q3 20238
Barnett & Company, Inc. 880.00%0.03%0.05%Q2 2018Q1 20208
COLONY GROUP LLC 880.02%0.02%0.03%Q4 2021Q3 20238
Stone Point Wealth LLC 880.50%0.55%0.68%Q4 2021Q3 20238
VAN DEN BERG MANAGEMENT I, INC 880.10%0.11%0.13%Q4 2021Q3 20238
Modera Wealth Management, LLC 880.02%0.04%0.06%Q4 2021Q3 20238
ADAMSBROWN WEALTH CONSULTANTS LLC 880.78%3.60%4.91%Q4 2021Q3 20238
Covestor Ltd 880.00%0.01%0.02%Q4 2021Q3 20238
WEALTH MANAGEMENT RESOURCES, INC. 880.32%0.39%0.46%Q4 2021Q3 20238
Regal Investment Advisors LLC 880.05%0.14%0.32%Q1 2018Q4 20198
Ancora Advisors LLC 710.00%0.00%0.00%Q4 2020Q3 20238
Ballast, Inc. 710.09%0.84%1.00%Q1 2019Q3 20218
Montz Harcus Wealth Management LLC 883.10%3.53%4.60%Q4 2021Q3 20238
Winch Advisory Services, LLC 880.00%1.07%3.23%Q1 2018Q4 20198
BALASA DINVERNO & FOLTZ LLC 530.04%0.05%0.08%Q4 2016Q4 20198
MEEDER ASSET MANAGEMENT INC 880.00%0.00%0.00%Q4 2020Q3 20228
Raleigh Capital Management Inc. 880.26%0.80%1.41%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 610.39%0.67%0.85%Q1 2021Q3 20238
Sound Income Strategies, LLC 610.00%0.00%0.01%Q3 2018Q2 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.02%0.07%0.12%Q4 2021Q3 20238
TKG Advisors, LLC 880.39%0.41%0.44%Q4 2021Q3 20238
MONEY CONCEPTS CAPITAL CORP 420.00%0.03%0.11%Q4 2020Q3 20238
Wealth Management Solutions, LLC 881.67%3.85%5.25%Q4 2021Q3 20238
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 530.01%0.24%0.56%Q4 2017Q4 20208
Security Financial Services, INC. 880.43%1.14%1.74%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.11%0.81%1.41%Q4 2021Q3 20238
Hofer & Associates. Inc 883.34%3.46%3.72%Q4 2021Q3 20238
PARSONS CAPITAL MANAGEMENT INC/RI 880.02%0.02%0.02%Q4 2021Q3 20238
Cresset Asset Management, LLC 620.00%0.01%0.04%Q4 2018Q3 20238
Rehmann Capital Advisory Group 620.00%0.01%0.02%Q1 2018Q3 20238
Ascent Group, LLC 880.12%0.19%0.32%Q4 2021Q3 20238
Retirement Planning Co of New England, Inc. 880.16%0.21%0.23%Q4 2021Q3 20238
PCG Wealth Advisors, LLC 880.15%1.12%2.33%Q4 2021Q3 20238
Helen Stephens Group, LLC 880.17%0.28%0.43%Q4 2021Q3 20238
Horizon Wealth Management, LLC 880.12%0.66%4.06%Q4 2021Q3 20238
Truvestments Capital LLC 530.01%0.01%0.01%Q4 2020Q4 20228
Stegent Equity Advisors, Inc. 770.20%0.32%0.47%Q4 2021Q2 20237
COMMERCE BANK 770.00%0.00%0.00%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.00%0.00%0.01%Q4 2021Q3 20237
DFPG INVESTMENTS, LLC 410.06%0.16%0.52%Q4 2019Q3 20237
Redwood Financial Network Corp 770.35%0.46%0.60%Q1 2022Q3 20237
NORRIS PERNE & FRENCH LLP/MI 770.04%0.04%0.05%Q3 2016Q1 20187
Scarborough Advisors, LLC 771.12%1.67%2.82%Q1 2022Q3 20237
Lloyd Advisory Services, LLC. 430.00%0.06%0.15%Q4 2019Q1 20227
Financial Enhancement Group LLC 770.00%1.38%2.45%Q4 2017Q2 20197
Concorde Asset Management, LLC 770.20%0.38%0.51%Q1 2018Q3 20197
EVERMAY WEALTH MANAGEMENT LLC 770.03%0.29%0.54%Q1 2022Q3 20237
SJS Investment Consulting Inc. 520.00%0.01%0.01%Q4 2021Q3 20237
LVZ, Inc. 770.13%0.23%0.35%Q2 2018Q4 20197
BCGM Wealth Management, LLC 770.71%2.28%3.46%Q1 2022Q3 20237
MCDONALD PARTNERS LLC 770.04%0.08%0.11%Q4 2020Q2 20227
Mystic Asset Management, Inc. 610.12%0.14%0.15%Q4 2021Q3 20237
MBM Wealth Consultants, LLC 770.17%0.25%0.34%Q1 2022Q3 20237
Treasure Coast Financial Planning 772.12%3.13%3.56%Q4 2021Q2 20237
FLYNN ZITO CAPITAL MANAGEMENT, LLC 523.27%4.53%5.94%Q4 2021Q3 20237
Crewe Advisors LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Transamerica Financial Advisors, Inc. 610.01%0.15%0.30%Q2 2020Q3 20237
Rosenberg Matthew Hamilton 770.01%0.01%0.01%Q1 2022Q3 20237
Warren Street Wealth Advisors, LLC 772.40%2.72%2.98%Q1 2022Q3 20237
Hudock, Inc. 770.00%0.00%0.00%Q1 2021Q3 20227
Narus Financial Partners, LLC 770.25%0.36%0.62%Q1 2022Q3 20237
First Horizon Advisors, Inc. 310.00%0.00%0.00%Q3 2019Q3 20237
Gladstone Institutional Advisory LLC 770.03%0.24%0.32%Q1 2022Q3 20237
Rockbridge Investment Management, LCC 770.01%0.03%0.05%Q2 2020Q4 20217
Capital Planning Advisors, LLC 770.10%0.11%0.15%Q1 2022Q3 20237
CATALYST PRIVATE WEALTH, LLC 610.11%0.87%1.23%Q3 2020Q4 20237
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 770.00%0.00%0.00%Q4 2021Q2 20237
Resonant Capital Advisors, LLC 770.17%0.32%0.37%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.01%0.03%0.05%Q1 2022Q3 20237
WCG Wealth Advisors LLC 660.02%0.32%0.52%Q2 2022Q3 20237
New Millennium Group LLC 660.00%0.01%0.01%Q2 2022Q3 20236
Vestmark Advisory Solutions, Inc. 410.02%0.05%0.11%Q2 2021Q2 20236
Wealth & Pension Services Group, Inc. 660.96%1.09%1.15%Q2 2018Q3 20196
ANGELES WEALTH MANAGEMENT, LLC 660.03%0.03%0.04%Q2 2022Q3 20236
LifePlan Financial Group, Inc 660.00%0.02%0.03%Q2 2019Q3 20206
Certified Advisory Corp 510.06%0.10%0.14%Q2 2019Q1 20226
Pegasus Partners Ltd. 660.12%0.17%0.24%Q2 2022Q3 20236
GPS Wealth Strategies Group, LLC 660.79%1.02%1.51%Q2 2022Q3 20236
WHITTIER TRUST CO OF NEVADA INC 660.00%0.01%0.01%Q2 2022Q3 20236
Tennessee Valley Asset Management Partners 660.08%0.48%1.56%Q2 2022Q3 20236
Frisch Financial Group, Inc. 661.64%2.02%2.36%Q4 2018Q1 20206
Crescent Grove Advisors, LLC 660.03%0.15%0.21%Q2 2022Q3 20236
Sigma Planning Corp 420.01%0.01%0.03%Q2 2021Q3 20236
Black Swift Group, LLC 410.00%0.21%0.59%Q3 2018Q1 20216
Beacon Capital Management, LLC 420.00%0.01%0.01%Q1 2022Q3 20236
FORVIS Wealth Advisors, LLC 510.01%0.01%0.01%Q4 2019Q2 20236
Ten Capital Wealth Advisors, LLC 660.00%0.00%0.00%Q4 2021Q1 20236
PRIVATE TRUST CO NA 660.12%0.18%0.23%Q2 2022Q3 20236
Ironwood Financial, llc 660.00%0.00%0.00%Q2 2020Q3 20216
FIDUCIARY TRUST CO 420.00%0.01%0.01%Q2 2021Q3 20236
Intrepid Financial Planning Group LLC 660.74%0.82%0.94%Q2 2022Q3 20236
Realta Investment Advisors 660.05%0.09%0.16%Q2 2022Q3 20236
Astor Investment Management LLC 660.00%1.39%4.23%Q2 2018Q3 20196
WHITTIER TRUST CO 660.00%0.00%0.00%Q2 2022Q3 20236
COMPASS FINANCIAL ADVISORS LLC 660.58%0.66%0.72%Q4 2021Q1 20236
Detalus Advisors, LLC 660.14%0.38%0.74%Q2 2022Q3 20236
RESTON WEALTH MANAGEMENT LLC 660.13%0.29%0.56%Q2 2022Q3 20236
Founders Financial Alliance, LLC 660.00%0.37%1.09%Q2 2022Q3 20236
SouthState Corp 660.00%0.00%0.00%Q1 2022Q2 20236
First Allied Advisory Services, Inc. 420.01%0.01%0.01%Q3 2016Q1 20186
Seaside Wealth Management, Inc. 660.42%0.54%0.72%Q2 2022Q3 20236
BUTENSKY & COHEN FINANCIAL SECURITY, INC 660.17%0.18%0.19%Q2 2022Q3 20236
Ford Financial Group, LLC 510.03%0.54%1.09%Q2 2021Q4 20226
TUCKER ASSET MANAGEMENT LLC 660.00%0.00%0.01%Q2 2022Q3 20236
WEALTHSOURCE PARTNERS, LLC 660.07%0.25%0.42%Q1 2018Q2 20196
OPPENHEIMER & CO INC 660.01%0.01%0.01%Q2 2022Q3 20236
Personal Wealth Partners 510.00%4.56%6.72%Q3 2019Q1 20226
Qube Research & Technologies Ltd 510.00%0.00%0.00%Q4 2021Q3 20236
MGO ONE SEVEN LLC 310.00%0.06%0.11%Q4 2018Q1 20226
CAPE COD FIVE CENTS SAVINGS BANK 410.03%0.05%0.07%Q1 2022Q3 20235
FINANCIAL CONSULATE, INC 550.23%0.27%0.33%Q1 2018Q1 20195
B. Riley Wealth Advisors, Inc. 320.01%0.01%0.01%Q4 2021Q3 20235
TLWM 552.61%2.73%2.85%Q1 2021Q1 20225
Strategic Asset Management, LLC 550.30%0.40%0.58%Q3 2021Q3 20225
CEDAR CAPITAL, LLC 410.40%1.00%3.18%Q4 2015Q3 20215
CSM Advisors, LLC 320.09%0.14%0.20%Q2 2021Q2 20235
Adero Partners, LLC 550.03%0.03%0.04%Q3 2022Q3 20235
AFFINITY WEALTH MANAGEMENT LLC 550.23%2.03%9.16%Q4 2018Q4 20195
NSI Retail Advisors, LLC 320.21%0.33%0.45%Q2 2021Q2 20235
D. SCOTT NEAL, INC. 410.11%0.39%0.83%Q4 2017Q1 20195
H&H Retirement Design & Management INC 550.40%0.45%0.54%Q4 2021Q4 20225
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 310.00%0.00%0.01%Q3 2021Q3 20235
Tidal Investments LLC 410.40%1.18%2.08%Q4 2020Q1 20225
Independent Wealth Network Inc. 410.14%0.16%0.18%Q2 2022Q3 20235
NORTH STAR ASSET MANAGEMENT INC 550.43%0.47%0.49%Q3 2022Q3 20235
Clear Perspectives Financial Planning, LLC 550.02%0.02%0.02%Q4 2020Q4 20215
Compass Wealth Management LLC 550.24%0.33%0.45%Q4 2022Q4 20235
INR ADVISORY SERVICES LLC 550.01%0.02%0.04%Q1 2018Q1 20195
PACIFIC FINANCIAL GROUP INC 410.06%1.24%2.40%Q3 2020Q4 20215
CoreCap Advisors, LLC 550.04%0.04%0.04%Q4 2021Q4 20225
First PREMIER Bank 550.00%0.00%0.00%Q4 2018Q4 20195
My Legacy Advisors, LLC 550.17%0.18%0.22%Q3 2022Q3 20235
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 550.56%0.66%0.76%Q4 2021Q4 20225
Covington Capital Management 550.00%0.00%0.00%Q3 2021Q3 20225
Hayden Royal, LLC 210.40%0.57%0.74%Q4 2019Q2 20215
LIBERTY WEALTH MANAGEMENT LLC 320.01%0.04%0.10%Q4 2018Q3 20235
Curran Financial Partners, LLC 550.11%0.16%0.20%Q4 2020Q4 20215
Mirae Asset Global Investments Co., Ltd. 550.00%0.01%0.01%Q3 2021Q3 20225
ADVISOR PARTNERS LLC 320.01%0.01%0.02%Q4 2020Q1 20225
B & T Capital Management DBA Alpha Capital Management 550.09%0.11%0.13%Q1 2019Q1 20205
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
SVB WEALTH LLC 410.00%0.00%0.02%Q2 2021Q3 20235
Savior LLC 550.00%0.02%0.04%Q2 2020Q2 20215
ALESCO ADVISORS LLC 550.01%0.02%0.02%Q4 2018Q4 20195
BERKSHIRE ASSET MANAGEMENT LLC/PA 320.02%0.22%0.53%Q3 2018Q3 20235
Sterling Investment Advisors, Ltd. 552.29%2.45%2.54%Q3 2022Q3 20235
Winslow, Evans & Crocker, Inc. 550.00%0.00%0.00%Q1 2018Q1 20195
CREDIT SUISSE AG/ 550.00%0.00%0.00%Q4 2014Q4 20155
Total Clarity Wealth Management, Inc. 210.02%0.04%0.07%Q4 2019Q2 20225
Bridgeworth, LLC 550.81%3.77%5.13%Q3 2022Q3 20235
Sandy Spring Bank 320.00%0.00%0.00%Q4 2021Q3 20235
CHURCHILL MANAGEMENT Corp 550.01%0.03%0.06%Q4 2017Q4 20185
Zullo Investment Group, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
Focused Wealth Management, Inc 410.00%0.00%0.00%Q4 2018Q1 20205
Spartan Planning & Wealth Management 410.05%0.07%0.08%Q1 2022Q3 20235
HARVEST GROUP WEALTH MANAGEMENT, LLC 554.56%4.73%5.02%Q1 2022Q1 20235
BOKF, NA 310.00%0.00%0.01%Q1 2021Q1 20224
FOUNDERS FINANCIAL SECURITIES LLC 220.29%1.30%2.97%Q3 2018Q2 20214
Bison Wealth, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
BARNES PETTEY FINANCIAL ADVISORS, LLC 440.41%0.43%0.46%Q4 2022Q3 20234
Acropolis Investment Management, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
SIGNET FINANCIAL MANAGEMENT, LLC 310.01%0.02%0.03%Q1 2018Q4 20214
WealthPLAN Partners, LLC 210.00%0.02%0.04%Q3 2019Q4 20234
Colonial Trust Co / SC 440.05%0.05%0.07%Q4 2022Q3 20234
Janney Capital Management LLC 440.04%0.04%0.04%Q4 2019Q3 20204
Gateway Wealth Partners, LLC 442.91%3.20%3.61%Q4 2022Q3 20234
Millington Financial Advisors, LLC 443.09%3.24%3.41%Q4 2022Q3 20234
WASHINGTON TRUST Co 440.00%0.00%0.01%Q4 2022Q3 20234
Abbot Financial Management, Inc. 440.16%0.23%0.42%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.13%0.31%Q4 2022Q3 20234
Alliance Wealth Advisors, LLC /UT 440.09%0.10%0.11%Q4 2022Q3 20234
Venturi Wealth Management, LLC 310.10%0.14%0.20%Q3 2022Q3 20234
EverSource Wealth Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
MILESTONE WEALTH, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
Austin Private Wealth, LLC 440.04%2.62%5.29%Q4 2022Q3 20234
CENTRAL TRUST Co 310.00%0.00%0.00%Q3 2021Q3 20234
DDFG, Inc 440.58%0.78%1.29%Q4 2022Q3 20234
ATTICUS WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Canal Capital Management, LLC 440.43%0.74%1.09%Q1 2018Q4 20184
Blue Trust, Inc. 310.00%0.00%0.00%Q2 2022Q3 20234
Corient Private Wealth LLC 440.01%0.03%0.05%Q4 2022Q3 20234
FDx Advisors, Inc. 310.01%0.03%0.05%Q1 2018Q3 20234
Dynamic Advisor Solutions LLC 440.07%0.08%0.09%Q4 2018Q3 20194
InterOcean Capital Group, LLC 440.01%0.01%0.01%Q2 2022Q1 20234
NAPLES GLOBAL ADVISORS, LLC 440.12%0.13%0.13%Q4 2022Q3 20234
River Street Advisors LLC 440.64%0.68%0.72%Q4 2022Q3 20234
Simplicity Wealth,LLC 440.34%0.41%0.50%Q4 2021Q3 20224
Valtinson Bruner Financial Planning LLC 310.18%1.27%2.83%Q4 2018Q4 20194
Bank of New York Mellon Corp 440.00%0.00%0.00%Q4 2022Q3 20234
AllGen Financial Advisors, Inc. 442.51%2.64%2.84%Q4 2022Q3 20234
KLR INVESTMENT ADVISORS, LLC 440.19%0.23%0.25%Q4 2022Q3 20234
Cerity Partners LLC 440.00%0.01%0.02%Q4 2022Q3 20234
Blue Fin Capital, Inc. 440.10%0.12%0.16%Q4 2022Q3 20234
Vertex Planning Partners, LLC 440.09%0.12%0.14%Q4 2022Q3 20234
Horizon Investments, LLC 220.09%3.18%4.93%Q3 2018Q2 20214
PERSONAL CFO SOLUTIONS, LLC 440.06%0.07%0.08%Q4 2021Q3 20224
Richard W. Paul & Associates, LLC 440.09%0.14%0.19%Q4 2022Q3 20234
EMC Capital Management 440.03%0.08%0.20%Q4 2022Q3 20234
Signature Wealth Management Group 440.01%0.01%0.02%Q4 2017Q3 20184
HERITAGE WEALTH MANAGEMENT, LLC 220.01%0.02%0.02%Q2 2021Q2 20224
AIFG Consultants Ltd. 443.57%4.18%4.46%Q4 2022Q3 20234
Syntegra Private Wealth Group, LLC 4410.32%10.66%11.24%Q4 2022Q3 20234
Leading Edge Financial Planning LLC 440.55%0.75%1.00%Q4 2022Q3 20234
Breakwater Capital Group 440.43%0.74%1.03%Q4 2022Q3 20234
MANUFACTURERS LIFE INSURANCE COMPANY, THE 440.00%0.00%0.00%Q4 2017Q3 20184
ARKANSAS FINANCIAL GROUP, INC. 440.07%0.18%0.29%Q4 2022Q3 20234
Family Asset Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
BKS ADVISORS, LLC 440.08%0.11%0.12%Q2 2018Q1 20194
Rooted Wealth Advisors, Inc. 440.14%1.15%2.76%Q4 2022Q3 20234
Summit Investment Advisory Services, LLC 444.26%4.99%6.69%Q4 2022Q3 20234
TD Capital Management LLC 440.02%0.07%0.14%Q4 2022Q3 20234
Amplius Wealth Advisors, LLC 440.20%3.17%4.30%Q4 2022Q3 20234
Sandy Cove Advisors, LLC 220.02%0.13%0.28%Q4 2021Q3 20234
RDA Financial Network 440.16%0.17%0.18%Q1 2019Q4 20194
RPG Investment Advisory, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
NORTHWEST WEALTH MANAGEMENT, LLC 440.01%0.01%0.01%Q2 2018Q1 20194
Sterling Group Wealth Management, LLC 443.63%4.10%5.16%Q4 2022Q3 20234
Straight Path Wealth Management 441.47%1.64%1.72%Q4 2021Q3 20224
WNY Asset Management, LLC 440.53%0.58%0.61%Q4 2022Q3 20234
Procyon Advisors, LLC 310.01%0.02%0.05%Q4 2019Q3 20234
Perennial Investment Advisors, LLC 310.08%0.38%0.54%Q4 2021Q3 20234
Baker Avenue Asset Management, LP 440.01%0.01%0.02%Q4 2022Q3 20234
Watermark Asset Management, Inc. 440.01%0.01%0.01%Q1 2018Q4 20184
KARLINSKI ANDREW C 441.22%3.03%5.76%Q4 2021Q3 20224
ICA Group Wealth Management, LLC 440.06%0.24%0.43%Q4 2022Q3 20234
HUNTINGTON NATIONAL BANK 210.00%0.00%0.00%Q4 2021Q3 20234
FLOW TRADERS U.S. LLC 210.01%0.05%0.12%Q4 2020Q3 20234
S.A. Mason LLC 440.05%0.05%0.05%Q4 2022Q3 20234
PARAMETRIC PORTFOLIO ASSOCIATES LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Navalign, LLC 440.12%0.25%0.51%Q2 2022Q1 20234
M&R CAPITAL MANAGEMENT INC 440.00%0.00%0.01%Q1 2023Q4 20234
Prospera Financial Services Inc 210.00%0.01%0.02%Q3 2020Q3 20234
Private Advisory Group LLC 220.08%0.43%0.77%Q4 2018Q3 20234
Jackson Wealth Management, LLC 440.52%0.54%0.58%Q4 2017Q3 20184
Worth Financial Advisory Group, LLC 440.37%0.39%0.46%Q4 2022Q3 20234
GUARDIAN WEALTH ADVISORS, LLC / NC 220.00%0.00%0.01%Q2 2022Q3 20234
MCF Advisors LLC 440.00%0.00%0.00%Q4 2018Q3 20194
Wealth Advisors of Iowa, LLC 440.65%1.67%4.68%Q4 2022Q3 20234
Sunburst Financial Group, LLC 440.16%0.17%0.18%Q4 2022Q3 20234
Tilson Financial Group, Inc. 440.63%0.90%1.52%Q4 2022Q3 20234
FIRST MANHATTAN CO. LLC. 220.00%0.00%0.00%Q1 2022Q3 20234
JDM Financial Group LLC 440.25%0.26%0.29%Q4 2022Q3 20234
Vigilant Capital Management, LLC 310.00%0.00%0.00%Q3 2018Q3 20224
Marmo Financial Group, LLC 4410.52%12.20%16.35%Q4 2022Q3 20234
Lifeworks Advisors, LLC 330.12%0.15%0.18%Q1 2023Q3 20233
Stonebridge Capital Advisors LLC 210.00%0.00%0.00%Q1 2021Q2 20233
HORIZON FINANCIAL SERVICES, LLC 330.04%0.07%0.08%Q2 2021Q4 20213
Pacifica Partners Inc. 330.00%0.00%0.00%Q2 2023Q4 20233
JRM Investment Counsel, LLC 330.36%0.50%0.64%Q4 2017Q2 20183
BENJAMIN EDWARDS INC 330.00%0.00%0.00%Q2 2022Q4 20223
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 210.01%0.11%0.17%Q2 2018Q3 20233
HHM Wealth Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
HM PAYSON & CO 330.14%0.16%0.17%Q1 2023Q3 20233
Horizons Wealth Management 330.00%0.00%0.01%Q2 2023Q4 20233
Ameritas Investment Partners, Inc. 210.00%0.01%0.01%Q4 2022Q3 20233
Strategic Wealth Partners, Ltd. 210.01%0.35%1.01%Q4 2017Q3 20183
Stonehearth Capital Management, LLC 330.30%0.33%0.39%Q2 2019Q4 20193
Archer Investment Corp 330.00%0.00%0.00%Q4 2018Q2 20193
Cornerstone Planning Group LLC 210.01%0.01%0.02%Q4 2022Q3 20233
Destiny Capital Corp/CO 333.90%4.14%4.44%Q4 2022Q2 20233
Sargent Bickham Lagudis LLC 330.00%0.00%0.00%Q3 2021Q1 20223
River Wealth Advisors LLC 330.01%0.01%0.01%Q2 2018Q4 20183
TOTH FINANCIAL ADVISORY CORP 330.00%0.00%0.00%Q4 2019Q2 20203
MERIDIAN MANAGEMENT CO 330.07%0.07%0.07%Q1 2023Q3 20233
Bogart Wealth, LLC 210.00%0.00%0.00%Q3 2022Q3 20233
KESTRA PRIVATE WEALTH SERVICES, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Sunbelt Securities, Inc. 330.00%0.00%0.01%Q1 2023Q3 20233
Baystate Wealth Management LLC 210.00%0.00%0.00%Q4 2022Q3 20233
J.W. COLE ADVISORS, INC. 210.02%0.09%0.12%Q1 2021Q3 20233
RVW Wealth, LLC 331.55%1.72%1.90%Q2 2023Q4 20233
Better Money Decisions, LLC 330.21%0.23%0.26%Q1 2021Q3 20213
Lantz Financial LLC 330.43%0.57%0.67%Q2 2019Q4 20193
Russell Investments Group, Ltd. 330.00%0.00%0.00%Q1 2023Q3 20233
ROCKY MOUNTAIN ADVISERS, LLC 330.00%0.00%0.00%Q2 2020Q4 20203
Pine Valley Investments Ltd Liability Co 330.02%0.02%0.03%Q1 2023Q3 20233
SHEETS SMITH WEALTH MANAGEMENT 210.01%0.04%0.07%Q3 2019Q3 20233
EP Wealth Advisors, LLC 210.00%0.02%0.03%Q1 2022Q3 20233
Founders Capital Management 330.00%0.00%0.00%Q2 2023Q4 20233
Barrett Asset Management, LLC 330.00%0.00%0.00%Q2 2020Q4 20203
Beacon Pointe Advisors, LLC 210.00%0.01%0.01%Q1 2022Q3 20233
Atlas Private Wealth Advisors 210.02%3.50%5.77%Q1 2021Q3 20233
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
LYNCH & ASSOCIATES/IN 330.11%0.11%0.11%Q2 2023Q4 20233
ODonnell Financial Services, LLC 333.54%5.85%8.46%Q3 2021Q1 20223
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 330.21%0.66%1.17%Q1 2023Q3 20233
SFG Wealth Management, LLC. 330.33%0.35%0.37%Q1 2023Q3 20233
PFS INVESTMENTS INC. 211.79%2.28%3.12%Q3 2018Q1 20213
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 333.03%3.21%3.37%Q1 2023Q3 20233
Safeguard Financial, LLC 330.34%0.37%0.43%Q1 2023Q3 20233
Partnervest Advisory Services LLC 330.00%0.01%0.01%Q4 2013Q2 20143
Graves Light Lenhart Wealth, Inc. 330.00%0.00%0.01%Q4 2021Q2 20223
Ameritas Advisory Services, LLC 330.00%0.02%0.03%Q1 2023Q3 20233
Topel & Distasi Wealth Management, LLC 330.84%0.85%0.86%Q1 2023Q3 20233
Advisor Resource Council 110.14%0.15%0.16%Q2 2021Q2 20223
Perigon Wealth Management, LLC 210.01%0.04%0.06%Q3 2019Q4 20203
Copperwynd Financial, LLC 211.36%3.17%5.46%Q4 2017Q4 20183
Glovista Investments LLC 330.47%0.56%0.69%Q4 2020Q2 20213
BIP Wealth, LLC 330.10%0.12%0.14%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.01%0.07%0.19%Q3 2022Q3 20233
REILLY FINANCIAL ADVISORS, LLC 210.00%0.00%0.01%Q1 2021Q4 20213
Mach-1 Financial Group, LLC 210.01%0.03%0.08%Q2 2022Q1 20233
AVIANCE CAPITAL MANAGEMENT, LLC 210.00%0.01%0.02%Q2 2016Q2 20173
FIDUCIENT ADVISORS LLC 210.23%0.89%2.12%Q1 2022Q3 20233
Paulson Wealth Management Inc. 210.16%0.78%1.19%Q3 2019Q3 20233
Pinnacle Family Advisors, LLC 210.11%0.13%0.15%Q4 2020Q1 20223
January Capital Advisors LLC 330.65%0.82%1.17%Q4 2021Q2 20223
Ameritas Investment Company, LLC 110.00%0.02%0.06%Q4 2018Q1 20213
American Trust 330.02%0.04%0.06%Q1 2023Q3 20233
Jacobi Capital Management LLC 210.00%0.06%0.08%Q3 2021Q3 20233
MONECO Advisors, LLC 210.16%0.18%0.18%Q3 2021Q3 20233
TFG Advisers LLC 210.04%0.62%0.92%Q4 2019Q3 20233
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 330.10%0.11%0.12%Q1 2018Q3 20183
Summit Trail Advisors, LLC 210.01%0.02%0.02%Q2 2018Q3 20233
Atomi Financial Group, Inc. 330.12%0.14%0.17%Q1 2023Q3 20233
Balboa Wealth Partners 330.10%0.15%0.23%Q1 2023Q3 20233
ONE Advisory Partners, LLC 330.13%0.85%1.22%Q3 2022Q1 20233
D.A. DAVIDSON & CO. 330.01%0.05%0.08%Q1 2023Q3 20233
MASSMUTUAL TRUST CO FSB/ADV 330.00%0.00%0.00%Q1 2023Q3 20233
Clearstead Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
CALDWELL SUTTER CAPITAL, INC. 330.00%0.01%0.01%Q1 2023Q3 20233
BBVA USA Bancshares, Inc. 210.01%0.01%0.02%Q4 2019Q1 20213
Parkside Financial Bank & Trust 210.00%0.00%0.00%Q2 2018Q1 20223
Northeast Financial Consultants Inc 210.06%0.13%0.18%Q1 2020Q3 20233
Cape Investment Advisory, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Eagle Bay Advisors LLC 330.00%0.01%0.02%Q2 2021Q4 20213
Leverty Financial Group, LLC 220.24%0.26%0.28%Q2 2022Q3 20222
Burt Wealth Advisors 220.07%0.07%0.07%Q2 2023Q3 20232
SENTINEL TRUST CO LBA 220.06%0.07%0.08%Q2 2023Q3 20232
National Wealth Management Group, LLC 220.32%0.34%0.35%Q2 2023Q3 20232
DEFINED WEALTH MANAGEMENT, LLC 221.28%1.30%1.32%Q2 2023Q3 20232
Fund Evaluation Group, LLC 220.14%0.14%0.15%Q2 2023Q3 20232
Gerber Kawasaki Wealth & Investment Management 220.82%0.91%0.99%Q2 2023Q3 20232
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%3.82%7.63%Q4 2022Q3 20232
Live Oak Investment Partners 220.02%0.02%0.02%Q2 2023Q3 20232
Cavalier Investments, LLC 220.35%0.37%0.39%Q2 2023Q3 20232
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.04%0.05%0.07%Q4 2021Q3 20222
ARTHUR M. COHEN & ASSOCIATES, LLC 220.05%0.05%0.06%Q2 2023Q3 20232
Aspire Wealth Management Corp 220.18%0.20%0.22%Q2 2023Q3 20232
Claremont Financial Group, Inc. 221.25%1.26%1.26%Q4 2021Q1 20222
Cyndeo Wealth Partners, LLC 220.16%0.16%0.16%Q2 2023Q3 20232
Oakwell Private Wealth Management, LLC 220.13%0.13%0.14%Q2 2023Q3 20232
Sebold Capital Management, Inc. 220.23%0.24%0.24%Q2 2023Q3 20232
Pinkerton Retirement Specialists, LLC 220.29%0.31%0.33%Q2 2023Q3 20232
Golden State Equity Partners 220.08%0.10%0.11%Q2 2023Q3 20232
Keystone Financial Group 220.06%0.12%0.17%Q2 2023Q3 20232
BARRETT & COMPANY, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
SigFig Wealth Management, LLC 220.13%0.13%0.13%Q2 2023Q3 20232
W.H. Cornerstone Investments Inc. 220.20%0.21%0.21%Q2 2023Q3 20232
AllSquare Wealth Management LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Marion Wealth Management 220.10%0.10%0.10%Q2 2023Q3 20232
Per Stirling Capital Management, LLC. 220.06%0.07%0.07%Q2 2023Q3 20232
Sonora Investment Management, LLC 110.00%0.00%0.00%Q3 2019Q3 20202
Parcion Private Wealth LLC 220.05%0.06%0.06%Q2 2023Q3 20232
Vawter Financial, Ltd. 220.32%0.35%0.37%Q2 2023Q3 20232
VisionPoint Advisory Group, LLC 220.01%0.03%0.04%Q2 2023Q3 20232
Selective Wealth Management, Inc. 220.00%0.00%0.00%Q2 2022Q3 20222
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Eldridge Investment Advisors, Inc. 220.17%0.31%0.45%Q2 2023Q3 20232
BALLAST ADVISORS LLC 220.11%0.16%0.21%Q2 2023Q3 20232
Mitsubishi UFJ Asset Management (UK) Ltd. 222.14%2.24%2.35%Q2 2023Q3 20232
Semmax Financial Advisors Inc. 220.01%0.03%0.06%Q4 2018Q1 20192
Flower City Capital 220.22%0.24%0.26%Q1 2022Q2 20222
Brand Asset Management Group, Inc. 220.11%0.11%0.11%Q2 2018Q3 20182
HARBOR INVESTMENT ADVISORY, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
High Falls Advisors, Inc 220.08%0.08%0.09%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.00%0.02%0.03%Q2 2023Q3 20232
Stone House Investment Management, LLC 110.13%0.13%0.13%Q3 2018Q1 20192
MACROVIEW INVESTMENT MANAGEMENT LLC 220.04%0.05%0.05%Q2 2023Q3 20232
Whitegate Investment Counselors, Inc. 220.20%0.20%0.20%Q2 2023Q3 20232
New England Capital Financial Advisors LLC 220.01%0.01%0.01%Q4 2022Q1 20232
CLIFFORD SWAN INVESTMENT COUNSEL LLC 220.01%0.01%0.01%Q2 2023Q3 20232
McAdam, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Financial Freedom, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
ATWOOD & PALMER INC 220.01%0.01%0.01%Q2 2023Q3 20232
Shoker Investment Counsel, Inc. 220.61%0.61%0.62%Q2 2023Q3 20232
Paradigm Financial Partners, LLC 110.05%0.06%0.06%Q3 2021Q2 20222
Chessman Wealth Strategies RIA 224.97%7.16%9.34%Q3 2018Q4 20182
HARBOR ADVISORY CORP /MA/ 220.24%0.25%0.25%Q2 2023Q3 20232
Epstein & White Financial LLC 220.24%0.28%0.31%Q2 2018Q3 20182
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 220.04%0.04%0.04%Q2 2023Q3 20232
1900 WEALTH MANAGEMENT LLC 220.62%0.64%0.66%Q2 2023Q3 20232
First Ascent Asset Management, LLC 220.87%0.98%1.09%Q4 2019Q1 20202
Grove Bank & Trust 220.13%0.14%0.14%Q2 2023Q3 20232
Portside Wealth Group, LLC 220.13%0.13%0.13%Q2 2023Q3 20232
Private Portfolio Partners LLC 220.21%0.22%0.22%Q3 2022Q4 20222
TEXAS PERMANENT SCHOOL FUND CORP 220.16%0.17%0.19%Q2 2023Q3 20232
Lindbrook Capital, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Financial Futures Ltd Liability Co. 220.30%0.32%0.35%Q4 2021Q1 20222
THOROUGHBRED FINANCIAL SERVICES, LLC 220.04%0.04%0.05%Q2 2023Q3 20232
Bull Oak Capital, LLC 223.75%4.57%5.40%Q4 2021Q1 20222
SG Americas Securities, LLC 220.01%0.01%0.01%Q1 2017Q2 20172
MAI Capital Management 220.01%0.01%0.01%Q2 2023Q3 20232
Investments & Financial Planning, LLC 220.18%0.19%0.19%Q4 2021Q1 20222
Sharkey, Howes & Javer 220.04%0.04%0.05%Q2 2023Q3 20232
25 LLC 220.03%0.03%0.04%Q1 2023Q2 20232
Lunt Capital Management, Inc. 220.56%0.69%0.82%Q2 2023Q3 20232
Stokes Family Office, LLC 220.03%0.03%0.04%Q2 2023Q3 20232
DUBUQUE BANK & TRUST CO 220.00%0.00%0.00%Q1 2014Q2 20142
Salomon & Ludwin, LLC 220.01%0.03%0.05%Q2 2023Q3 20232
Northwest Bancshares, Inc. 220.30%0.30%0.30%Q2 2023Q3 20232
Future Financial Wealth Managment LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Linscomb & Williams, Inc. 220.09%0.10%0.10%Q4 2019Q1 20202
TimeScale Financial, Inc. 220.00%0.00%0.00%Q3 2022Q4 20222
ARS Investment Partners, LLC 220.11%0.11%0.12%Q2 2023Q3 20232
Affinity Capital Advisors, LLC 220.74%0.81%0.87%Q2 2023Q3 20232
BESSEMER GROUP INC 220.00%0.00%0.00%Q4 2021Q1 20222
Bleakley Financial Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
WELCH & FORBES LLC 220.01%0.01%0.01%Q2 2023Q3 20232
PFG Advisors 220.02%0.03%0.04%Q2 2023Q3 20232
Northwest Capital Management Inc 220.04%0.05%0.06%Q2 2023Q3 20232
KILEY JUERGENS WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
PCA Investment Advisory Services Inc. 220.42%0.44%0.47%Q2 2023Q3 20232
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 220.10%0.10%0.10%Q2 2023Q3 20232
Aspire Capital Advisors LLC 224.32%4.39%4.46%Q2 2023Q3 20232
WHALEROCK POINT PARTNERS, LLC 220.39%0.40%0.40%Q2 2023Q3 20232
Integrity Financial Corp /WA 221.01%1.02%1.02%Q2 2023Q3 20232
NORTHERN TRUST CORP 220.00%0.00%0.00%Q2 2023Q3 20232
Ellevest, Inc. 110.00%0.00%0.00%Q1 2020Q2 20222
Baird Financial Group, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
Southeast Asset Advisors Inc. 220.14%0.15%0.15%Q2 2023Q3 20232
WHITE PINE CAPITAL LLC 220.19%0.20%0.20%Q2 2023Q3 20232
Princeton Global Asset Management LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Levy Wealth Management Group, LLC 110.07%0.07%0.08%Q4 2022Q2 20232
Values Added Financial LLC 220.66%0.68%0.70%Q2 2023Q3 20232
Manhattan West Asset Management, LLC 220.30%0.37%0.43%Q2 2023Q3 20232
PEAK FINANCIAL ADVISORS LLC 220.18%0.19%0.20%Q1 2021Q2 20212
Western Pacific Wealth Management, LP 220.00%0.01%0.02%Q3 2022Q4 20222
Prairie Sky Financial Group LLC 221.83%1.88%1.93%Q2 2023Q3 20232
McGuire Investment Group, LLC 220.08%0.08%0.08%Q2 2023Q3 20232
Asset Management Group, Inc. 221.21%1.23%1.25%Q2 2023Q3 20232
Edge Capital Group, LLC 220.09%0.10%0.10%Q2 2023Q3 20232
VALLEY FINANCIAL MANAGEMENT, INC. 221.58%2.29%3.01%Q1 2023Q2 20232
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 220.00%0.00%0.00%Q2 2023Q3 20232
Ziegler Capital Management, LLC 220.01%0.02%0.02%Q2 2023Q3 20232
NorthRock Partners, LLC 220.12%0.13%0.14%Q2 2023Q3 20232
Astoria Portfolio Advisors LLC. 220.16%0.17%0.18%Q4 2021Q1 20222
Sage Financial Management Group, Inc. 221.23%6.65%12.07%Q2 2023Q3 20232
Carmichael Hill & Associates, Inc. 220.06%0.07%0.08%Q2 2023Q3 20232
Wall Capital Group, Inc. 225.90%6.52%7.13%Q2 2023Q3 20232
Fragasso Group Inc. 220.07%0.08%0.09%Q3 2017Q4 20172
COURIER CAPITAL LLC 220.02%0.02%0.02%Q2 2023Q3 20232
NewSquare Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20232
Indie Asset Partners, LLC 220.55%0.60%0.64%Q2 2023Q3 20232
IFG Advisors, LLC 220.82%0.93%1.04%Q2 2023Q3 20232
Laraway Financial Advisors Inc 220.31%0.31%0.31%Q2 2023Q3 20232
Alaska Wealth Advisors 220.06%0.06%0.07%Q2 2023Q3 20232
Compass Financial Group, INC/SD 220.07%0.07%0.08%Q4 2022Q1 20232
NEW ENGLAND SECURITIES CORP /MA/ 220.00%0.00%0.00%Q1 2014Q2 20142
DAVENPORT & Co LLC 220.20%0.21%0.22%Q2 2023Q3 20232
TWO SIGMA ADVISERS, LP 110.00%0.01%0.01%Q1 2023Q3 20232
FSC Wealth Advisors, LLC 220.02%0.02%0.03%Q2 2023Q3 20232
Raab & Moskowitz Asset Management LLC 110.01%0.03%0.06%Q3 2018Q4 20192
Taylor & Morgan Wealth Management, LLC 228.87%8.97%9.07%Q2 2023Q3 20232
Carr Financial Group Corp 220.23%0.48%0.72%Q2 2023Q3 20232
Triumph Capital Management 220.22%0.36%0.50%Q2 2023Q3 20232
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 220.24%0.26%0.28%Q3 2020Q4 20202
ARCADIA INVESTMENT MANAGEMENT CORP/MI 220.03%0.03%0.03%Q2 2023Q3 20232
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 222.82%2.86%2.89%Q2 2023Q3 20232
HAZLETT, BURT & WATSON, INC. 220.06%0.06%0.06%Q2 2023Q3 20232
LEVEL FOUR ADVISORY SERVICES, LLC 220.11%0.12%0.12%Q2 2023Q3 20232
Capital CS Group, LLC 220.47%0.75%1.02%Q2 2023Q3 20232
Intrua Financial, LLC 110.06%0.10%0.13%Q3 2020Q4 20222
Bartlett & Co. LLC 110.00%0.00%0.00%Q3 2021Q4 20232
SageView Advisory Group, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2021Q3 20232
Eudaimonia Partners, LLC 220.01%0.01%0.02%Q4 2020Q1 20212
MGO Private Wealth, LLC 220.13%0.15%0.17%Q3 2022Q4 20222
Walleye Capital LLC 110.01%0.01%0.01%Q3 2022Q1 20232
Front Row Advisors LLC 220.00%0.00%0.01%Q2 2023Q3 20232
FLAGSTAR ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20222
Squar Milner Financial Services LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Catalyst Wealth Management, LLC 220.26%0.27%0.27%Q4 2022Q1 20232
Plante Moran Financial Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
OneAscent Financial Services LLC 220.09%0.10%0.11%Q2 2022Q3 20222
Beaumont Financial Advisors, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
SALEM INVESTMENT COUNSELORS INC 220.03%0.03%0.03%Q2 2023Q3 20232
OLD MISSION CAPITAL LLC 110.02%0.06%0.10%Q3 2021Q1 20222
Carmel Capital Partners, LLC 220.04%0.06%0.08%Q2 2023Q3 20232
TRUSTCORE FINANCIAL SERVICES, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
DENVER WEALTH MANAGEMENT, INC. 221.79%1.81%1.84%Q2 2023Q3 20232
Moors & Cabot, Inc. 220.03%0.03%0.03%Q2 2023Q3 20232
Hexagon Capital Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Garden State Investment Advisory Services LLC 221.18%1.24%1.29%Q2 2023Q3 20232
Lido Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
BENJAMIN F. EDWARDS & COMPANY, INC. 220.03%0.03%0.03%Q2 2023Q3 20232
TITLEIST ASSET MANAGEMENT, LLC 220.18%0.18%0.18%Q2 2023Q3 20232
BRIGGS ADVISORY GROUP, INC. 220.16%0.17%0.18%Q4 2021Q1 20222
LexAurum Advisors, LLC 220.16%0.16%0.17%Q2 2023Q3 20232
F/M Investments LLC 220.16%0.16%0.17%Q4 2021Q1 20222
Sand Hill Global Advisors, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
BAKER TILLY WEALTH MANAGEMENT, LLC 220.07%0.08%0.08%Q1 2023Q2 20232
McIlrath & Eck, LLC 220.12%0.13%0.14%Q2 2023Q3 20232
Atlantic Private Wealth, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
JOURNEY STRATEGIC WEALTH LLC 220.22%0.22%0.22%Q2 2023Q3 20232
Legacy CG, LLC 220.58%0.63%0.68%Q1 2022Q2 20222
True Wealth Design, LLC 220.17%0.18%0.20%Q2 2023Q3 20232
DB Wealth Management Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Visionary Asset Management, Inc. 220.07%0.07%0.08%Q2 2018Q3 20182
Smithfield Trust Co 220.00%0.00%0.01%Q2 2023Q3 20232
Hills Bank & Trust Co 220.02%0.02%0.02%Q4 2020Q1 20212
MONUMENTAL FINANCIAL GROUP INC. 220.20%0.20%0.21%Q2 2023Q3 20232
LBMC INVESTMENT ADVISORS, LLC 220.20%0.20%0.20%Q2 2023Q3 20232
Pachira Investments Inc. 229.01%9.13%9.24%Q2 2023Q3 20232
WEDBUSH SECURITIES INC 220.03%0.03%0.03%Q2 2018Q3 20182
Vantage Investment Advisors, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Argent Trust Co 220.01%0.02%0.02%Q2 2023Q3 20232
Wealthspire Advisors, L.P. 220.00%0.00%0.00%Q4 2018Q1 20192
Kingsbury Capital Investment Advisors LLC 220.33%0.35%0.36%Q1 2022Q2 20222
FRANKLIN RESOURCES INC 220.00%0.00%0.00%Q2 2023Q3 20232
Sterling Financial Planning, Inc. 220.02%0.03%0.04%Q2 2021Q3 20212
Econ Financial Services Corp 222.01%2.22%2.43%Q3 2022Q4 20222
MONTAG A & ASSOCIATES INC 220.00%0.00%0.00%Q2 2023Q3 20232
EVOKE WEALTH, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Dixon Hughes Goodman Wealth Advisors LLC 220.08%0.10%0.11%Q4 2021Q1 20222
Legacy Private Trust Co. 220.17%0.18%0.19%Q2 2023Q3 20232
Adams Wealth Management 220.10%0.13%0.17%Q1 2023Q2 20232
LGT Financial Advisors LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Banco Santander, S.A. 220.16%0.19%0.22%Q2 2023Q3 20232
Sentinus, LLC 220.15%0.15%0.16%Q1 2023Q2 20232
FORTE CAPITAL LLC /ADV 220.03%0.03%0.03%Q1 2021Q2 20212
Strategic Financial Concepts, LLC 220.18%0.28%0.38%Q2 2023Q3 20232
EXENCIAL WEALTH ADVISORS, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Bill Few Associates, Inc. 220.35%0.35%0.35%Q2 2023Q3 20232
GoalVest Advisory LLC 220.00%0.00%0.01%Q3 2023Q4 20232
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q1 20222
Private Ocean, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Carnegie Capital Asset Management, LLC 220.31%0.36%0.42%Q2 2023Q3 20232
Visionary Wealth Advisors 220.04%0.04%0.04%Q2 2023Q3 20232
Tradition Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Main Street Financial Solutions, LLC 220.05%0.05%0.05%Q2 2023Q3 20232
BLB&B Advisors, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
CFM WEALTH PARTNERS LLC 220.45%0.47%0.49%Q2 2023Q3 20232
UBS AG 220.00%0.00%0.00%Q2 2014Q3 20142
TECTONIC ADVISORS LLC 110.01%0.02%0.02%Q4 2020Q3 20212
Prosperity Consulting Group, LLC 220.26%0.33%0.40%Q2 2023Q3 20232
Ruggie Capital Group 110.00%0.01%0.02%Q4 2018Q2 20192
FineMark National Bank & Trust 110.01%0.01%0.01%Q2 2023Q2 20231
BEDEL FINANCIAL CONSULTING INC 110.15%0.15%0.15%Q3 2023Q3 20231
Westwind Capital 110.65%0.65%0.65%Q2 2023Q2 20231
Stearns Financial Services Group 110.00%0.00%0.00%Q1 2020Q1 20201
Kowal Investment Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Cypress Capital Management LLC (WY) 110.06%0.06%0.06%Q3 2018Q3 20181
Hibernia Wealth Partners, LLC 112.01%2.01%2.01%Q3 2023Q3 20231
MARIPAU WEALTH MANAGEMENT LLC 110.19%0.19%0.19%Q1 2022Q1 20221
Gilman Hill Asset Management, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
DESTINY CAPITAL SECURITIES CORPORATION 113.75%3.75%3.75%Q3 2023Q3 20231
OLD NATIONAL BANCORP /IN/ 110.01%0.01%0.01%Q2 2023Q2 20231
Institute for Wealth Management, LLC. 110.04%0.04%0.04%Q4 2019Q4 20191
Strategic Capital Alternatives LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Braun-Bostich & Associates Inc. 116.08%6.08%6.08%Q3 2023Q3 20231
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Donoghue Forlines LLC 111.21%1.21%1.21%Q4 2020Q4 20201
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Glassman Wealth Services 110.00%0.00%0.00%Q1 2023Q1 20231
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 111.02%1.02%1.02%Q3 2023Q3 20231
NVWM, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Octavia Wealth Advisors, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q1 2019Q1 20191
O'Dell Group, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
AlphaQ Advisors LLC 110.26%0.26%0.26%Q2 2023Q2 20231
PATHSTONE FAMILY OFFICE, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
ACT Advisors, LLC. 110.18%0.18%0.18%Q3 2023Q3 20231
Financial Insights, Inc. 112.39%2.39%2.39%Q3 2023Q3 20231
Richard Bernstein Advisors LLC 113.14%3.14%3.14%Q3 2023Q3 20231
SEGALL BRYANT & HAMILL, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
First Personal Financial Services 110.00%0.00%0.00%Q1 2023Q1 20231
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Coston, McIsaac & Partners 110.03%0.03%0.03%Q2 2022Q2 20221
Laurel Wealth Advisors, Inc. 110.05%0.05%0.05%Q4 2019Q4 20191
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
HARTLINE INVESTMENT CORP/ 110.31%0.31%0.31%Q3 2022Q3 20221
Robertson Stephens Wealth Management, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
ForthRight Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Echo Wealth Management, LLC 110.30%0.30%0.30%Q4 2020Q4 20201
WFG Advisors, LP 110.00%0.00%0.00%Q4 2014Q4 20141
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Cardinal Strategic Wealth Guidance 110.01%0.01%0.01%Q4 2022Q4 20221
Retirement Planning Group, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
IFG Advisory, LLC 110.04%0.04%0.04%Q3 2018Q3 20181
Heartwood Wealth Advisors LLC 110.11%0.11%0.11%Q4 2022Q4 20221
Essex Savings Bank 110.08%0.08%0.08%Q3 2023Q3 20231
QUADRANT CAPITAL GROUP LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Amundi 110.00%0.00%0.00%Q4 2021Q4 20211
Key Bridge Compliance, LLC 110.67%0.67%0.67%Q3 2023Q3 20231
Davidson Capital Management Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Apexium Financial, LP 110.30%0.30%0.30%Q4 2019Q4 20191
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Affiance Financial, LLC 110.77%0.77%0.77%Q4 2018Q4 20181
BOK Financial Private Wealth, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
HRT FINANCIAL LP 110.01%0.01%0.01%Q1 2023Q1 20231
Fisher Asset Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
CBIZ Investment Advisory Services, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Flaharty Asset Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Lansing Street Advisors 110.01%0.01%0.01%Q2 2023Q2 20231
Quadrant Private Wealth Management, LLC 110.10%0.10%0.10%Q4 2022Q4 20221
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 110.38%0.38%0.38%Q4 2022Q4 20221
Merriman Wealth Management, LLC 110.27%0.27%0.27%Q4 2022Q4 20221
Paragon Advisors, LLC 111.00%1.00%1.00%Q4 2019Q4 20191
PNC Managed Account Solutions, Inc. 110.06%0.06%0.06%Q2 2021Q2 20211
Bernicke Wealth Management, Ltd. 110.28%0.28%0.28%Q2 2020Q2 20201
Mayfair Advisory Group, LLC 110.32%0.32%0.32%Q3 2023Q3 20231
TrinityPoint Wealth, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
WFA Asset Management Corp 110.00%0.00%0.00%Q3 2023Q3 20231
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q2 2015Q2 20151
CULLEN/FROST BANKERS, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
EVERGREEN CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Apollon Wealth Management, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Tranquilli Financial Advisor LLC 113.11%3.11%3.11%Q1 2021Q1 20211
Sequoia Financial Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
PATRON PARTNERS, LLC 110.40%0.40%0.40%Q3 2023Q3 20231
Sterling Manor Financial, LLC 116.21%6.21%6.21%Q3 2023Q3 20231
ALPS ADVISORS INC 110.10%0.10%0.10%Q3 2023Q3 20231
DecisionPoint Financial, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Freedom Investment Management, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
PRUDENTIAL FINANCIAL INC 110.00%0.00%0.00%Q4 2020Q4 20201
OAK HARBOR WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Avidian Wealth Solutions, LLC 110.33%0.33%0.33%Q3 2023Q3 20231
BB&T SECURITIES, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
9258 Wealth Management, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
PROVENCE WEALTH MANAGEMENT GROUP 110.04%0.04%0.04%Q3 2023Q3 20231
Eaton Financial Holdings Company, LLC 110.40%0.40%0.40%Q4 2022Q4 20221
FIDUCIARY MANAGEMENT INC /WI/ 110.01%0.01%0.01%Q4 2022Q4 20221
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Strategic Investment Solutions, Inc. /IL 110.00%0.00%0.00%Q3 2023Q3 20231
Jefferies Group LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Wilson & Boucher Capital Management, LLC 110.13%0.13%0.13%Q2 2023Q2 20231
Eagle Strategies LLC 110.16%0.16%0.16%Q2 2023Q2 20231
Verdence Capital Advisors LLC 110.05%0.05%0.05%Q3 2023Q3 20231
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q3 2023Q3 20231
Baron Financial Group, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Industrial Alliance Investment Management Inc. 110.01%0.01%0.01%Q3 2022Q3 20221
Ellis Investment Partners, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Fortis Group Advisors, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
Bernardo Wealth Planning LLC 110.24%0.24%0.24%Q3 2019Q3 20191
MANCHESTER FINANCIAL INC 110.04%0.04%0.04%Q1 2020Q1 20201
DELTA ASSET MANAGEMENT LLC/TN 110.00%0.00%0.00%Q2 2023Q2 20231
SeaCrest Wealth Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Orion Capital Management LLC 110.06%0.06%0.06%Q3 2023Q3 20231
TRANSCEND CAPITAL ADVISORS, LLC 110.22%0.22%0.22%Q3 2023Q3 20231
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Lumature Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Foundations Investment Advisors, LLC 110.44%0.44%0.44%Q2 2018Q2 20181
Financial Security Advisor, Inc. 117.76%7.76%7.76%Q3 2023Q3 20231
Nauset Wealth Management. LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Faithward Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
CARY STREET PARTNERS ASSET MANAGEMENT LLC 112.30%2.30%2.30%Q3 2023Q3 20231
SYON CAPITAL LLC 110.21%0.21%0.21%Q3 2023Q3 20231
Hefty Wealth Partners 110.15%0.15%0.15%Q1 2018Q1 20181
L & S Advisors Inc 110.03%0.03%0.03%Q2 2023Q2 20231
Kavar Capital Partners, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
LOCKERMAN FINANCIAL GROUP, INC. 110.60%0.60%0.60%Q3 2023Q3 20231
HOWARD WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Main Line Retirement Advisors, LLC 110.88%0.88%0.88%Q2 2023Q2 20231
BARCLAYS PLC 110.00%0.00%0.00%Q3 2019Q3 20191
HEADINVEST, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Lion Street Advisors, LLC 110.07%0.07%0.07%Q2 2023Q2 20231
Kovack Advisors, Inc. 110.04%0.04%0.04%Q2 2023Q2 20231
Alpha Cubed Investments, LLC 110.28%0.28%0.28%Q3 2018Q3 20181
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q4 2021Q4 20211
OKABENA INVESTMENT SERVICES INC 110.00%0.00%0.00%Q4 2022Q4 20221
Destination Wealth Management 110.00%0.00%0.00%Q3 2018Q3 20181
J Arnold Wealth Management Co 110.13%0.13%0.13%Q4 2019Q4 20191
Crumly & Associates Inc. 110.28%0.28%0.28%Q4 2019Q4 20191
WealthTrust Asset Management, LLC 112.18%2.18%2.18%Q2 2021Q2 20211
BASSO CAPITAL MANAGEMENT, L.P. 110.01%0.01%0.01%Q2 2023Q2 20231
SADOFF INVESTMENT MANAGEMENT LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Rinkey Investments 110.13%0.13%0.13%Q4 2021Q4 20211
AMERICAN INTERNATIONAL GROUP, INC. 110.00%0.00%0.00%Q1 2016Q1 20161
GLENMEDE TRUST CO NA 110.00%0.00%0.00%Q4 2021Q4 20211
EdgeRock Capital LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TWO SIGMA SECURITIES, LLC 110.34%0.34%0.34%Q3 2015Q3 20151
Freestone Capital Holdings, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Envestnet Portfolio Solutions, Inc. 110.07%0.07%0.07%Q3 2023Q3 20231
SYM FINANCIAL Corp 110.00%0.00%0.00%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
U.S. Capital Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Weatherstone Capital Management 110.11%0.11%0.11%Q4 2018Q4 20181
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Valley Brook Capital Group, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Oxler Private Wealth LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Smart Money Group LLC 110.24%0.24%0.24%Q4 2018Q4 20181
AJ WEALTH STRATEGIES, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Arcadia Wealth Management, LLC 110.30%0.30%0.30%Q4 2022Q4 20221
NORTHWEST INVESTMENT COUNSELORS, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
WT Wealth Management 110.24%0.24%0.24%Q4 2019Q4 20191
Fiduciary Alliance LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Team Financial Group, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
RFP Financial Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
OXFORD FINANCIAL GROUP, LTD. LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Matrix Trust Co 112.91%2.91%2.91%Q2 2020Q2 20201
Interchange Capital Partners, LLC 110.40%0.40%0.40%Q3 2023Q3 20231
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2023Q2 20231
Evensky & Katz LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Fiduciary Group LLC 110.03%0.03%0.03%Q3 2023Q3 20231
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
KPP Advisory Services LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Landmark Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
BAINCO INTERNATIONAL INVESTORS 110.00%0.00%0.00%Q4 2020Q4 20201
WealthOne, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
FIRST COMMUNITY TRUST NA 110.00%0.00%0.00%Q2 2022Q2 20221
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
External links

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