AMERICAN CENTY ETF TR shareholder history

Current and past AMERICAN CENTY ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 20200.00%0.00%0.00%Q3 2019Q2 202420
Plancorp, LLC 19190.39%0.74%1.26%Q4 2019Q2 202419
AMERICAN CENTURY COMPANIES INC 19190.04%0.06%0.07%Q4 2019Q2 202419
Truepoint, Inc. 18180.13%0.56%1.28%Q1 2020Q2 202418
PrairieView Partners, LLC 18180.00%1.57%2.23%Q1 2020Q2 202418
RVW Wealth, LLC 18180.13%0.34%1.64%Q1 2020Q2 202418
COMMONWEALTH EQUITY SERVICES, LLC 18180.00%0.01%0.02%Q1 2020Q2 202418
ROYAL BANK OF CANADA 18180.00%0.00%0.01%Q1 2020Q2 202418
Global Trust Asset Management, LLC 18180.06%0.06%0.08%Q1 2020Q2 202418
BUCKINGHAM STRATEGIC WEALTH, LLC 18180.03%0.10%0.21%Q1 2020Q2 202418
Versant Capital Management, Inc 18185.46%6.72%8.51%Q1 2020Q2 202418
Moisand Fitzgerald Tamayo, LLC 18180.04%0.07%0.12%Q1 2020Q2 202418
HighTower Advisors, LLC 18180.00%0.08%0.17%Q1 2020Q2 202418
Citadel Advisors 610.00%0.00%0.01%Q4 2019Q4 202318
Merriman Wealth Management, LLC 17170.02%0.22%0.50%Q2 2020Q2 202417
FOSTER & MOTLEY INC 17171.93%2.37%2.77%Q2 2020Q2 202417
Symmetry Partners, LLC 17171.18%1.99%3.52%Q2 2020Q2 202417
Atria Investments, Inc 1610.02%0.03%0.04%Q1 2020Q2 202417
Perigon Wealth Management, LLC 1610.02%0.06%0.11%Q3 2011Q2 202417
SAGE RHINO CAPITAL LLC 17170.12%0.52%1.02%Q2 2020Q2 202417
OSAIC HOLDINGS, INC. 16160.00%0.01%0.02%Q3 2020Q2 202416
Cornerstone Management, Inc. 16160.06%0.11%0.20%Q3 2020Q2 202416
Chicago Partners Investment Group LLC 16160.04%0.14%0.26%Q3 2020Q2 202416
JANE STREET GROUP, LLC 810.00%0.01%0.02%Q4 2019Q2 202416
NORTHWEST WEALTH MANAGEMENT, LLC 15150.34%1.64%2.60%Q4 2020Q2 202415
Mutual Advisors, LLC 15150.01%0.02%0.03%Q4 2020Q2 202415
Waypoint Wealth Partners Inc. 15157.04%8.59%13.30%Q4 2020Q2 202415
WEBSTERROGERS FINANCIAL ADVISORS, LLC 15153.78%4.36%4.84%Q4 2020Q2 202415
Prosperity Planning, Inc. 15151.40%1.84%2.39%Q4 2020Q2 202415
Adero Partners, LLC 15151.91%2.88%3.84%Q4 2020Q2 202415
Mraz, Amerine & Associates, Inc. 14140.07%0.27%0.43%Q1 2021Q2 202414
CGN Advisors LLC 14140.72%1.32%1.89%Q1 2021Q2 202414
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1310.00%0.04%0.09%Q4 2020Q2 202414
LPL Financial LLC 14140.00%0.02%0.03%Q1 2021Q2 202414
Private Advisor Group, LLC 14140.02%0.02%0.08%Q1 2021Q2 202414
ENVESTNET ASSET MANAGEMENT INC 14140.00%0.05%0.17%Q1 2021Q2 202414
SOUNDMARK WEALTH MANAGEMENT, LLC 14140.84%2.26%5.14%Q4 2020Q1 202414
JNBA Financial Advisors 14140.75%1.73%2.25%Q1 2021Q2 202414
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 14140.22%0.96%1.40%Q1 2021Q2 202414
Pure Financial Advisors, LLC 14142.56%4.06%7.31%Q1 2021Q2 202414
Abacus Planning Group, Inc. 770.08%0.12%0.27%Q4 2020Q2 202414
Timber Creek Capital Management LLC 14140.00%0.12%0.21%Q1 2021Q2 202414
MORGAN STANLEY 14140.00%0.01%0.02%Q1 2021Q2 202414
KAVAR CAPITAL PARTNERS GROUP, LLC 14140.12%1.07%1.68%Q1 2021Q2 202414
Tortoise Investment Management, LLC 13130.03%0.33%0.58%Q2 2021Q2 202413
SENTINEL PENSION ADVISORS INC. 13130.42%0.61%0.94%Q2 2021Q2 202413
SOL Capital Management CO 13130.07%0.46%0.63%Q2 2021Q2 202413
Tarbox Family Office, Inc. 850.04%1.55%5.73%Q2 2020Q2 202413
Altus Wealth Group LLC 13130.34%0.58%0.79%Q4 2020Q4 202313
FIRST NATIONAL BANK SIOUX FALLS 13130.18%0.42%0.77%Q2 2021Q2 202413
Great Point Wealth Advisors, LLC 13130.07%1.23%1.91%Q2 2021Q2 202413
Dynamic Advisor Solutions LLC 13130.23%0.32%0.36%Q2 2021Q2 202413
B&D White Capital Company, LLC 13130.08%0.55%2.45%Q2 2021Q2 202413
Raymond James Financial Services Advisors, Inc. 13130.00%0.01%0.01%Q2 2021Q2 202413
AdvisorNet Financial, Inc 13130.04%0.29%0.45%Q4 2020Q4 202313
Allworth Financial LP 13130.01%0.03%0.06%Q2 2021Q2 202413
Larson Financial Group LLC 13130.02%2.84%3.65%Q2 2021Q2 202413
BANK OF AMERICA CORP /DE/ 1010.00%0.00%0.00%Q3 2021Q2 202412
ERn Financial, LLC 12120.21%1.29%2.08%Q3 2021Q2 202412
Asset Dedication, LLC 12120.00%0.10%0.16%Q3 2021Q2 202412
Carlson Capital Management 12120.12%0.65%1.13%Q3 2021Q2 202412
MERCER GLOBAL ADVISORS INC /ADV 12120.00%0.25%1.10%Q1 2021Q4 202312
Truadvice, LLC 12120.09%0.23%0.41%Q4 2020Q3 202312
Apella Capital, LLC 750.06%0.13%0.30%Q2 2021Q2 202412
EverSource Wealth Advisors, LLC 11110.02%0.12%0.29%Q4 2021Q2 202411
CVA Family Office, LLC 710.00%0.00%0.01%Q2 2021Q2 202411
CAPITAL PERFORMANCE ADVISORS LLP 11110.16%0.29%0.41%Q4 2021Q2 202411
WorthPointe, LLC 11110.54%1.29%1.60%Q4 2021Q2 202411
Rockwood Wealth Management, LLC 11110.16%2.68%4.04%Q4 2021Q2 202411
Hill Investment Group Partners, LLC 11110.27%1.45%2.12%Q4 2021Q2 202411
Waterfront Wealth Inc. 11110.73%0.89%1.22%Q4 2021Q2 202411
IAG Wealth Partners, LLC 11110.22%0.56%0.75%Q4 2021Q2 202411
EP Wealth Advisors, LLC 11110.04%0.08%0.16%Q4 2021Q2 202411
Henrickson Nauta Wealth Advisors, Inc. 11113.14%4.40%5.54%Q4 2021Q2 202411
PARK AVENUE SECURITIES LLC 11110.01%0.08%0.17%Q4 2021Q2 202411
MORRIS FINANCIAL CONCEPTS, INC. 11110.02%0.30%0.45%Q4 2021Q2 202411
GRAND WEALTH MANAGEMENT, LLC 11111.00%3.18%4.68%Q4 2021Q2 202411
SC&H Financial Advisors, Inc. 11111.80%2.95%3.78%Q4 2021Q2 202411
GREENUP STREET WEALTH MANAGEMENT LLC 11110.62%3.76%7.18%Q4 2021Q2 202411
CARDIFF PARK ADVISORS, LLC 11110.13%0.72%1.08%Q4 2021Q2 202411
Annapolis Financial Services, LLC 11110.01%0.96%2.67%Q4 2021Q2 202411
WMG Financial Advisors, LLC 11110.45%1.60%2.92%Q4 2021Q2 202411
Level Financial Advisors 11110.18%0.95%1.53%Q4 2021Q2 202411
TCI Wealth Advisors, Inc. 11110.04%1.41%2.11%Q4 2021Q2 202411
BCR Wealth Strategies, LLC 11110.62%0.85%1.22%Q4 2021Q2 202411
COLLECTIVE FAMILY OFFICE LLC 11110.40%1.13%1.76%Q4 2021Q2 202411
Beaird Harris Wealth Management, LLC 11110.59%3.78%5.74%Q4 2021Q2 202411
Cambridge Investment Research Advisors, Inc. 11110.00%0.00%0.00%Q4 2021Q2 202411
IMA Advisory Services, Inc. 11110.30%0.44%0.73%Q4 2021Q2 202411
Apeiron RIA LLC 11110.08%1.01%1.60%Q4 2021Q2 202411
CPWM, LLC 11110.20%0.49%0.77%Q1 2020Q3 202211
V Wealth Advisors LLC 10100.08%0.50%0.74%Q1 2021Q2 202310
AWM CAPITAL, LLC 10100.65%1.35%3.23%Q1 2022Q2 202410
ARQ WEALTH ADVISORS, LLC 10100.80%1.71%2.16%Q1 2022Q2 202410
HB Wealth Management, LLC 10100.02%0.02%0.03%Q1 2022Q2 202410
All Season Financial Advisors, Inc. 730.30%0.62%1.11%Q4 2021Q2 202410
Congress Wealth Management LLC / DE / 10100.39%1.03%1.55%Q1 2022Q2 202410
IFP Advisors, Inc 10100.00%0.03%0.08%Q1 2022Q2 202410
LIBRA WEALTH LLC 10100.10%2.20%4.59%Q1 2022Q2 202410
Stratos Wealth Partners, LTD. 550.01%0.03%0.06%Q1 2021Q2 202410
Opus Capital Group, LLC 10101.24%1.43%1.52%Q1 2022Q2 202410
ML & R WEALTH MANAGEMENT LLC 10100.13%0.35%0.61%Q4 2021Q1 202410
OLD MISSION CAPITAL LLC 510.01%0.18%0.40%Q3 2021Q2 202410
Diversified Portfolios, Inc. 10100.10%0.89%2.18%Q1 2022Q2 202410
SJS Investment Consulting Inc. 820.14%0.63%1.31%Q4 2021Q2 202410
Strategic Blueprint, LLC 10100.17%0.22%0.26%Q1 2022Q2 202410
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 910.03%0.04%0.04%Q4 2021Q2 202410
CERTUITY, LLC 10100.03%0.05%0.08%Q1 2022Q2 202410
UBS Group AG 910.00%0.00%0.01%Q1 2020Q2 202410
Concord Wealth Partners 10100.06%2.27%2.75%Q1 2022Q2 202410
Capasso Planning Partners LLC 10102.24%2.53%2.79%Q4 2021Q1 202410
Stone Point Wealth LLC 10100.32%0.43%0.56%Q4 2021Q1 202410
Key FInancial Inc 10100.00%0.00%0.00%Q1 2022Q2 202410
WJ Interests, LLC 995.35%8.33%9.22%Q2 2022Q2 20249
Highland Financial Advisors, LLC 992.05%3.72%4.84%Q2 2022Q2 20249
Annex Advisory Services, LLC 992.61%4.06%5.83%Q2 2022Q2 20249
Forum Financial Management, LP 990.01%0.02%0.03%Q2 2022Q2 20249
BUCKINGHAM STRATEGIC PARTNERS, LLC 990.02%0.13%0.46%Q2 2022Q2 20249
Fortress Wealth Management, Inc. 992.29%2.73%3.23%Q2 2022Q2 20249
Wedmont Private Capital 990.07%0.24%0.34%Q2 2022Q2 20249
McLean Asset Management Corp 990.28%1.25%1.79%Q2 2022Q2 20249
Total Wealth Planning, LLC 990.12%1.34%1.88%Q2 2022Q2 20249
WELLS FARGO & COMPANY/MN 990.00%0.01%0.02%Q2 2022Q2 20249
Waypoint Capital Advisors, LLC 993.13%3.94%4.61%Q2 2022Q2 20249
PCG Wealth Advisors, LLC 990.31%0.55%0.73%Q2 2022Q2 20249
Waverly Advisors, LLC 990.23%0.54%0.98%Q2 2022Q2 20249
RAYMOND JAMES & ASSOCIATES 540.00%0.00%0.00%Q1 2021Q2 20249
WealthPlan Investment Management, LLC 810.53%0.92%1.19%Q1 2022Q2 20249
Seaside Wealth Management, Inc. 990.27%0.51%0.67%Q2 2022Q2 20249
Sterneck Capital Management, LLC 990.21%0.91%1.59%Q2 2022Q2 20249
Ritter Daniher Financial Advisory LLC / DE 990.17%5.37%7.14%Q2 2022Q2 20249
Advisory Services Network, LLC 990.01%0.01%0.04%Q2 2022Q2 20249
BAYSHORE ASSET MANAGEMENT, LLC 990.15%0.44%0.52%Q2 2022Q2 20249
Pacifica Partners Inc. 990.00%0.00%0.00%Q2 2022Q2 20249
WMS Partners, LLC 990.74%3.18%3.98%Q2 2022Q2 20249
PRIVATE TRUST CO NA 990.01%0.01%0.03%Q2 2022Q2 20249
NWAM LLC 990.02%0.06%0.08%Q1 2022Q1 20249
US BANCORP \DE\ 710.00%0.00%0.00%Q3 2021Q2 20249
Quantum Financial Advisors, LLC 992.83%3.94%5.42%Q2 2022Q2 20249
WealthPLAN Partners, LLC 710.53%0.88%1.04%Q1 2022Q2 20248
DOPKINS WEALTH MANAGEMENT, LLC 880.66%2.64%3.27%Q3 2022Q2 20248
WIPFLI FINANCIAL ADVISORS LLC, 886.88%26.38%64.22%Q4 2020Q3 20228
Marquette Asset Management, LLC 880.01%0.02%0.02%Q3 2021Q2 20238
HARBOUR INVESTMENTS, INC. 620.00%0.00%0.00%Q2 2022Q2 20248
Cetera Advisors LLC 880.01%0.02%0.03%Q4 2020Q3 20228
OneDigital Investment Advisors LLC 880.02%0.14%0.20%Q3 2022Q2 20248
Evanson Asset Management, LLC 880.03%0.03%0.04%Q3 2022Q2 20248
TRIAD FINANCIAL ADVISORS, INC. 880.15%0.27%0.50%Q4 2021Q3 20238
SIGNET FINANCIAL MANAGEMENT, LLC 710.00%0.56%1.11%Q4 2021Q2 20248
Trilogy Capital Inc. 880.02%0.16%0.78%Q3 2022Q2 20248
Evensky & Katz LLC 880.10%0.10%0.11%Q3 2022Q2 20248
Grove Bank & Trust 880.05%0.20%0.28%Q3 2022Q2 20248
Bridgewater Advisors Inc. 710.15%0.99%1.37%Q2 2022Q2 20248
Avion Wealth 880.05%0.05%0.06%Q3 2022Q2 20248
Savant Capital, LLC 880.05%8.00%10.90%Q3 2022Q2 20248
GPS Wealth Strategies Group, LLC 620.00%0.01%0.03%Q2 2022Q2 20248
SAX WEALTH ADVISORS, LLC 710.11%0.22%0.28%Q2 2022Q2 20248
CoreFirst Bank & Trust 880.06%1.55%2.12%Q3 2022Q2 20248
Baldrige Asset Management LLC 880.04%0.05%0.06%Q2 2021Q1 20238
Hoxton Planning & Management, LLC 770.38%0.44%0.52%Q4 2022Q2 20247
J.P. Morgan Private Wealth Advisors LLC 770.01%0.04%0.09%Q1 2022Q3 20237
IEQ CAPITAL, LLC 770.02%0.03%0.05%Q4 2022Q2 20247
Team Hewins, LLC 770.90%1.90%2.90%Q4 2022Q2 20247
QUARRY HILL ADVISORS, LLC 770.83%1.07%1.31%Q4 2022Q2 20247
Symphony Financial, Ltd. Co. 770.08%0.23%0.58%Q4 2022Q2 20247
Ausdal Financial Partners, Inc. 770.27%0.32%0.36%Q4 2022Q2 20247
Farther Finance Advisors, LLC 770.15%0.29%0.42%Q4 2022Q2 20247
Flagstone Financial Management 772.70%4.66%7.05%Q4 2022Q2 20247
Venturi Wealth Management, LLC 770.55%0.82%1.04%Q4 2022Q2 20247
Seed Wealth Management, Inc. 770.60%0.67%0.70%Q4 2022Q2 20247
Verdence Capital Advisors LLC 770.03%0.04%0.08%Q4 2022Q2 20247
Haverford Trust Co 770.65%1.04%1.44%Q4 2022Q2 20247
Corient Private Wealth LLC 770.04%0.09%0.11%Q4 2022Q2 20247
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 772.08%2.16%2.30%Q4 2022Q2 20247
Intelligent Financial Strategies 770.01%0.28%0.91%Q2 2022Q4 20237
Creative Planning 770.08%0.15%0.27%Q4 2022Q2 20247
ATWOOD & PALMER INC 771.21%1.93%2.56%Q4 2022Q2 20247
Brown Financial Advisory 770.63%1.38%2.35%Q4 2022Q2 20247
HTG Investment Advisors, Inc. 771.48%1.67%1.85%Q4 2022Q2 20247
Canvas Wealth Advisors, LLC 770.09%0.41%0.61%Q4 2022Q2 20247
Prosperity Consulting Group, LLC 770.33%1.45%2.40%Q4 2022Q2 20247
Tillman Hartley LLC 770.27%0.28%0.29%Q4 2022Q2 20247
JPMORGAN CHASE & CO 770.00%0.00%0.00%Q4 2022Q2 20247
FMR LLC 310.00%0.00%0.00%Q2 2020Q2 20247
Greenspring Advisors, LLC 610.05%0.31%0.48%Q4 2021Q2 20247
Shore Point Advisors, LLC 770.95%1.12%1.39%Q4 2022Q2 20247
Atlas Wealth LLC 770.12%0.22%0.36%Q4 2022Q2 20247
Kelman-Lazarov, Inc. 771.21%1.28%1.36%Q4 2022Q2 20247
LAM GROUP, INC. 770.46%0.54%0.71%Q4 2022Q2 20247
Addison Advisors LLC 770.00%0.00%0.00%Q4 2022Q2 20247
Echo Wealth Management, LLC 774.20%4.56%4.91%Q4 2022Q2 20247
REDW Wealth LLC 770.22%0.77%1.06%Q4 2022Q2 20247
Ruedi Wealth Management, Inc. 770.13%0.16%0.21%Q4 2022Q2 20247
Wealthfront Advisers LLC 610.00%0.00%0.00%Q3 2022Q2 20247
Pacific Life Fund Advisors LLC 770.50%1.24%2.97%Q4 2022Q2 20247
Trellis Wealth Advisors LLC 772.43%2.59%2.76%Q4 2022Q2 20247
FLOW TRADERS U.S. LLC 210.02%0.12%0.52%Q3 2021Q2 20247
Disciplina Capital Management LLC 770.11%0.32%0.51%Q4 2022Q2 20247
Creative Capital Management Investments LLC 770.32%0.35%0.40%Q4 2022Q2 20247
LexAurum Advisors, LLC 770.27%0.46%0.85%Q4 2022Q2 20247
True Wealth Design, LLC 770.36%0.47%0.64%Q4 2022Q2 20247
Werba Rubin Papier Wealth Management 772.50%3.02%3.44%Q4 2022Q2 20247
UMB Bank, n.a. 770.00%0.00%0.01%Q4 2022Q2 20247
Foundations Investment Advisors, LLC 660.22%0.25%0.26%Q1 2023Q2 20246
CREATIVE FINANCIAL DESIGNS INC /ADV 660.01%0.01%0.01%Q1 2023Q2 20246
CWM, LLC 660.01%0.02%0.04%Q1 2023Q2 20246
AIRE ADVISORS, LLC 662.21%2.34%2.48%Q1 2023Q2 20246
Good Life Advisors, LLC 660.12%0.14%0.15%Q1 2023Q2 20246
Ameritas Advisory Services, LLC 420.02%0.05%0.07%Q4 2022Q2 20246
FAS Wealth Partners, Inc. 420.00%0.00%0.00%Q4 2022Q2 20246
North Ridge Wealth Advisors, Inc. 660.38%0.42%0.48%Q1 2023Q2 20246
Tanglewood Legacy Advisors, LLC 660.04%0.06%0.07%Q1 2023Q2 20246
Morton Brown Family Wealth, LLC 660.98%6.35%8.98%Q1 2023Q2 20246
BOKF, NA 420.00%0.00%0.01%Q2 2022Q2 20246
First Horizon Advisors, Inc. 660.00%0.00%0.00%Q1 2023Q2 20246
JRM Investment Counsel, LLC 660.91%3.34%5.38%Q1 2023Q2 20246
Silicon Hills Wealth Management, LLC 660.44%1.67%2.20%Q3 2021Q4 20226
GREAT VALLEY ADVISOR GROUP, INC. 660.03%0.69%0.90%Q1 2023Q2 20246
MML INVESTORS SERVICES, LLC 510.00%0.04%0.06%Q4 2022Q2 20246
PNC FINANCIAL SERVICES GROUP, INC. 660.00%0.00%0.00%Q1 2023Q2 20246
Glenview Trust Co 660.01%0.01%0.01%Q1 2023Q2 20246
Geneos Wealth Management Inc. 660.05%0.06%0.07%Q1 2023Q2 20246
Haverford Financial Services, Inc. 660.08%0.12%0.16%Q1 2023Q2 20246
Avestar Capital, LLC 330.03%0.83%2.06%Q1 2022Q3 20236
BESSEMER GROUP INC 420.00%0.00%0.00%Q4 2021Q2 20246
Bank of New York Mellon Corp 660.00%0.00%0.00%Q1 2023Q2 20246
Steward Partners Investment Advisory, LLC 660.00%0.00%0.00%Q1 2023Q2 20246
WealthShield Partners, LLC 660.00%0.01%0.01%Q1 2023Q2 20246
EATON VANCE MANAGEMENT 660.00%0.00%0.00%Q4 2020Q1 20226
NewEdge Advisors, LLC 660.00%0.00%0.01%Q1 2023Q2 20246
COWA, LLC 510.05%0.17%0.42%Q3 2021Q1 20236
Carmichael Hill & Associates, Inc. 660.00%0.00%0.01%Q1 2023Q2 20246
Baird Financial Group, Inc. 660.00%0.00%0.00%Q1 2023Q2 20246
ZRC WEALTH MANAGEMENT, LLC 661.75%2.26%2.82%Q1 2023Q2 20246
Passive Capital Management, LLC. 660.74%1.69%2.58%Q4 2021Q1 20236
Westside Investment Management, Inc. 660.00%0.01%0.01%Q1 2023Q2 20246
Parkside Financial Bank & Trust 660.00%0.00%0.00%Q1 2023Q2 20246
BANK OF MONTREAL /CAN/ 660.00%0.00%0.00%Q1 2023Q2 20246
Armbruster Capital Management, Inc. 660.43%0.47%0.59%Q1 2023Q2 20246
PATHSTONE FAMILY OFFICE, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
Gateway Wealth Partners, LLC 660.12%0.45%0.81%Q1 2023Q2 20246
Aprio Wealth Management, LLC 660.07%2.78%8.45%Q1 2023Q2 20246
WEALTHSOURCE PARTNERS, LLC 660.02%0.04%0.11%Q3 2022Q4 20236
IHT Wealth Management, LLC 420.02%0.04%0.11%Q2 2021Q2 20246
Lauterbach Financial Advisors, LLC 660.16%0.18%0.23%Q1 2023Q2 20246
Mariner, LLC 660.00%0.01%0.01%Q1 2023Q2 20246
Sensible Money, LLC 660.31%0.41%0.56%Q4 2022Q1 20246
FIFTH THIRD BANCORP 550.04%0.06%0.06%Q2 2023Q2 20245
Blue Trust, Inc. 550.00%0.00%0.00%Q2 2023Q2 20245
First Ascent Asset Management, LLC 550.42%0.44%0.46%Q4 2022Q4 20235
JONES FINANCIAL COMPANIES LLLP 550.00%0.01%0.02%Q2 2023Q2 20245
Cresset Asset Management, LLC 550.00%0.02%0.07%Q2 2023Q2 20245
KESTRA PRIVATE WEALTH SERVICES, LLC 320.02%0.04%0.06%Q4 2021Q2 20245
EVOKE WEALTH, LLC 310.01%0.01%0.03%Q3 2022Q1 20245
KCS Wealth Advisory 550.10%0.12%0.13%Q2 2022Q2 20235
Strategic Financial Concepts, LLC 320.10%0.20%0.40%Q1 2023Q2 20245
Rockbridge Investment Management, LCC 410.00%0.01%0.02%Q3 2021Q4 20235
Caprock Group, LLC 550.02%0.02%0.03%Q2 2023Q2 20245
Austin Asset Management Co Inc 550.07%0.08%0.09%Q2 2023Q2 20245
Cherry Tree Wealth Management, LLC 550.81%0.90%1.00%Q2 2023Q2 20245
Willow Creek Wealth Management Inc. 550.03%0.03%0.04%Q4 2022Q4 20235
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q3 2021Q4 20235
BerganKDV Wealth Management, LLC 550.00%0.01%0.02%Q1 2021Q1 20225
Cardinal Point Capital Management ULC 550.13%0.17%0.25%Q4 2022Q4 20235
Summit X, LLC 550.10%0.13%0.18%Q2 2023Q2 20245
TCG Advisory Services, LLC 551.18%2.23%3.39%Q2 2023Q2 20245
WR Wealth Planners, LLC 320.05%0.06%0.07%Q1 2023Q2 20245
Certified Advisory Corp 550.26%0.51%0.66%Q2 2023Q2 20245
Fragasso Financial Advisors Inc 550.53%0.56%0.62%Q2 2023Q2 20245
Cypress Point Wealth Management, LLC 550.39%1.39%2.14%Q2 2023Q2 20245
Apollon Wealth Management, LLC 320.02%0.35%0.64%Q4 2022Q2 20245
Renaissance Technologies 320.00%0.00%0.00%Q2 2022Q2 20245
Orion Capital Management LLC 550.17%0.31%0.41%Q2 2023Q2 20245
USAdvisors Wealth Management, LLC 550.10%0.12%0.14%Q2 2023Q2 20245
Northwest Capital Management Inc 550.04%0.04%0.04%Q2 2023Q2 20245
Life Planning Partners, Inc 410.01%0.01%0.02%Q4 2021Q4 20235
Destiny Wealth Partners, LLC 551.74%1.97%2.21%Q2 2023Q2 20245
ICA Group Wealth Management, LLC 320.00%0.00%0.00%Q4 2022Q1 20245
WEST PACES ADVISORS INC. 553.21%5.28%7.01%Q2 2023Q2 20245
Equita Financial Network, Inc. 441.12%2.13%3.12%Q3 2023Q2 20244
6 Meridian 440.21%0.23%0.24%Q1 2021Q4 20214
Atria Wealth Solutions, Inc. 440.01%0.01%0.01%Q3 2023Q2 20244
Ten Capital Wealth Advisors, LLC 440.12%0.13%0.15%Q1 2022Q4 20224
Krilogy Financial LLC 440.02%0.03%0.04%Q2 2022Q1 20234
WCG Wealth Advisors LLC 440.30%0.37%0.43%Q3 2023Q2 20244
Stewardship Advisors, LLC 440.42%2.57%4.58%Q3 2023Q2 20244
TFB Advisors LLC 310.28%0.54%0.72%Q2 2023Q2 20244
Envestnet Portfolio Solutions, Inc. 440.00%0.00%0.01%Q3 2023Q2 20244
Wealthstream Advisors, Inc. 440.11%0.30%0.37%Q3 2023Q2 20244
Jacobi Capital Management LLC 440.08%0.08%0.09%Q1 2023Q4 20234
Valmark Advisers, Inc. 440.02%0.02%0.02%Q3 2023Q2 20244
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 440.03%0.03%0.04%Q3 2023Q2 20244
AlphaQ Advisors LLC 440.15%1.25%2.32%Q2 2023Q1 20244
Cardinal Point Wealth Management Partners, LLC 440.23%0.31%0.41%Q4 2021Q3 20224
Financial Futures Ltd Liability Co. 440.82%2.51%3.18%Q3 2023Q2 20244
Applied Capital LLC 440.23%0.25%0.27%Q1 2021Q4 20214
FLAGSTAR ADVISORS INC 440.12%0.12%0.13%Q3 2023Q2 20244
Cerity Partners LLC 440.24%0.31%0.42%Q3 2023Q2 20244
ShoreHaven Wealth Partners, LLC 440.42%1.23%1.93%Q3 2023Q2 20244
PRUDENTIAL FINANCIAL INC 440.00%0.00%0.00%Q3 2023Q2 20244
Cardinal Point Wealth Management LLC 440.19%0.21%0.23%Q4 2020Q3 20214
Gradient Investments LLC 310.00%0.60%0.84%Q3 2021Q2 20244
Kestra Advisory Services, LLC 440.00%0.00%0.01%Q3 2023Q2 20244
VISTA CAPITAL PARTNERS, INC. 310.03%0.03%0.03%Q4 2021Q2 20244
WESPAC Advisors SoCal, LLC 440.53%0.63%0.74%Q1 2023Q4 20234
Shone Asset Management LLC 441.66%1.92%2.13%Q1 2020Q4 20204
COMERICA BANK 440.00%0.00%0.00%Q3 2023Q2 20244
Wealth Management Partners, LLC 442.73%2.84%3.00%Q3 2023Q2 20244
PRIVATE CAPITAL MANAGEMENT LLC 440.06%0.09%0.12%Q3 2023Q2 20244
ORBA Wealth Advisors, L.L.C. 332.05%2.08%2.13%Q4 2023Q2 20243
ADVISOR PARTNERS LLC 330.03%0.03%0.03%Q4 2021Q2 20223
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 330.04%0.10%0.16%Q4 2023Q2 20243
Objectivity Squared, LLC 332.97%2.97%2.98%Q4 2023Q2 20243
PRINCIPAL SECURITIES, INC. 330.00%0.00%0.00%Q4 2023Q2 20243
ELEVATE WEALTH ADVISORY, INC 330.00%0.00%0.00%Q4 2023Q2 20243
Intelligence Driven Advisers, LLC 330.07%0.18%0.34%Q4 2023Q2 20243
Neuberger Berman Group LLC 330.02%0.03%0.04%Q4 2023Q2 20243
CITIZENS & NORTHERN CORP 330.12%0.13%0.14%Q4 2023Q2 20243
NATIXIS ADVISORS, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
CreativeOne Wealth, LLC 210.01%0.11%0.30%Q2 2021Q2 20243
Vannoy Advisory Group, Inc. 330.66%0.68%0.69%Q4 2023Q2 20243
Transcendent Capital Group LLC 331.41%1.46%1.53%Q4 2023Q2 20243
DBK Financial Counsel, LLC 330.38%0.52%0.66%Q4 2023Q2 20243
CAP Partners, LLC 331.57%1.60%1.62%Q4 2023Q2 20243
Valued Wealth Advisors LLC 330.64%4.19%6.17%Q4 2023Q2 20243
Apollon Financial, LLC 330.37%0.43%0.46%Q4 2023Q2 20243
Physician Wealth Solutions Inc. 331.96%2.10%2.26%Q4 2023Q2 20243
Mach-1 Financial Group, LLC 210.00%0.01%0.02%Q2 2022Q1 20233
Equitable Holdings, Inc. 330.01%0.01%0.01%Q4 2023Q2 20243
Shotwell Rutter Baer Inc 336.39%9.36%14.82%Q4 2023Q2 20243
Hilltop Holdings Inc. 330.05%0.05%0.06%Q4 2023Q2 20243
MB Generational Wealth, LLC 330.38%0.41%0.44%Q4 2023Q2 20243
Lakeridge Wealth Management LLC 330.24%0.26%0.29%Q4 2023Q2 20243
CORRECT CAPITAL WEALTH MANAGEMENT 334.99%5.25%5.45%Q4 2023Q2 20243
Family Investment Center, Inc. 330.11%0.13%0.16%Q4 2023Q2 20243
WADDELL & ASSOCIATES, LLC 333.44%3.65%3.85%Q4 2023Q2 20243
DOWLING & YAHNKE LLC 210.01%0.01%0.02%Q4 2021Q3 20223
Nemes Rush Group LLC 330.00%0.01%0.02%Q4 2023Q2 20243
Fonville Wealth Management LLC 332.76%3.04%3.31%Q4 2023Q2 20243
TRUIST FINANCIAL CORP 110.00%0.00%0.00%Q3 2022Q1 20243
Clarity Capital Advisors, LLC 331.04%1.07%1.09%Q4 2023Q2 20243
CREDIT SUISSE AG/ 330.00%0.00%0.01%Q3 2019Q1 20203
Sprinkle Financial Consultants LLC 331.38%1.45%1.53%Q4 2023Q2 20243
Oak Root LLC 339.22%9.67%10.11%Q4 2023Q2 20243
EnRich Financial Partners LLC 331.47%1.53%1.60%Q4 2023Q2 20243
WealthCollab, LLC 331.49%1.65%1.76%Q4 2023Q2 20243
TD Capital Management LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Tidemark, LLC 330.01%0.74%1.42%Q4 2023Q2 20243
Amplius Wealth Advisors, LLC 331.43%1.93%2.88%Q4 2023Q2 20243
Annandale Capital, LLC 330.29%0.48%0.66%Q4 2023Q2 20243
SRS Capital Advisors, Inc. 330.00%0.00%0.00%Q4 2023Q2 20243
Signature Resources Capital Management, LLC 332.62%2.66%2.69%Q4 2023Q2 20243
Cetera Advisor Networks LLC 330.01%0.01%0.01%Q2 2023Q4 20233
Robertson Stephens Wealth Management, LLC 330.05%0.06%0.07%Q3 2023Q1 20243
Cetera Trust Company, N.A 330.54%0.56%0.59%Q4 2023Q2 20243
Summit Financial Strategies, Inc. 335.89%5.94%6.03%Q4 2023Q2 20243
Vantage Financial Partners Ltd., Inc. 332.28%3.11%3.65%Q4 2023Q2 20243
BSW Wealth Partners 330.16%1.12%1.92%Q4 2023Q2 20243
Private Wealth Management Group, LLC 330.82%0.87%0.93%Q4 2023Q2 20243
Hightower 6M Holding, LLC 330.20%0.20%0.21%Q1 2022Q3 20223
Activest Wealth Management 210.00%0.16%0.26%Q3 2023Q2 20243
ARK & TLK INVESTMENTS, LLC 330.12%0.15%0.18%Q4 2023Q2 20243
AXXCESS WEALTH MANAGEMENT, LLC 210.01%0.02%0.03%Q1 2023Q2 20243
Squire Investment Management Company, LLC 330.15%0.17%0.20%Q4 2023Q2 20243
Kingsview Wealth Management, LLC 330.07%0.08%0.09%Q2 2022Q4 20223
BROWN BROTHERS HARRIMAN & CO 210.00%0.00%0.00%Q1 2023Q2 20243
Pathstone Holdings, LLC 330.00%0.00%0.01%Q4 2023Q2 20243
Hutchens & Kramer Investment Management Group, LLC 330.16%0.17%0.18%Q4 2023Q2 20243
Lion Street Advisors, LLC 330.13%0.15%0.17%Q4 2023Q2 20243
STIFEL FINANCIAL CORP 330.00%0.01%0.02%Q4 2023Q2 20243
Eaton-Cambridge Inc. 330.16%0.23%0.36%Q4 2023Q2 20243
NOMURA ASSET MANAGEMENT CO LTD 330.00%0.00%0.00%Q4 2023Q2 20243
VISIONARY HORIZONS, LLC 336.07%6.26%6.40%Q4 2023Q2 20243
Starfox Financial Services, LLC 333.84%4.00%4.16%Q3 2023Q1 20243
Allen Capital Group, LLC 330.05%0.87%1.31%Q4 2023Q2 20243
Clarity Asset Management, Inc. 330.03%0.03%0.03%Q4 2023Q2 20243
D'Orazio & Associates, Inc. 330.22%0.22%0.24%Q4 2023Q2 20243
Clear Point Advisors Inc. 330.01%0.01%0.01%Q4 2023Q2 20243
Beacon Pointe Advisors, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Collaborative Wealth Managment Inc. 330.10%0.11%0.11%Q4 2023Q2 20243
Merit Financial Group, LLC 330.18%0.20%0.21%Q4 2023Q2 20243
Financial Symmetry Inc 332.61%2.79%2.99%Q4 2023Q2 20243
Orion Portfolio Solutions, LLC 330.01%0.18%0.34%Q4 2023Q2 20243
LINCOLN NATIONAL CORP 330.01%0.01%0.01%Q3 2023Q1 20243
JFS WEALTH ADVISORS, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Belvedere Trading LLC 110.00%0.00%0.00%Q1 2024Q1 20242
Berger Financial Group, Inc 221.00%1.00%1.01%Q1 2024Q2 20242
TimeScale Financial, Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
&PARTNERS 220.04%0.08%0.11%Q1 2024Q2 20242
ANGELES WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
LIBERTY WEALTH MANAGEMENT LLC 220.04%0.04%0.04%Q2 2021Q3 20212
AVANTAX ADVISORY SERVICES, INC. 110.00%0.02%0.04%Q1 2022Q2 20242
GeoWealth Management, LLC 220.17%0.21%0.24%Q1 2024Q2 20242
QUADRANT CAPITAL GROUP LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Personal Capital Advisors Corp 220.00%0.00%0.00%Q3 2021Q4 20212
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Herold Advisors, Inc. 220.10%0.13%0.15%Q1 2024Q2 20242
MATHER GROUP, LLC. 220.00%0.00%0.00%Q1 2024Q2 20242
FIRST HAWAIIAN BANK 220.02%0.08%0.14%Q1 2024Q2 20242
Sound Income Strategies, LLC 110.00%0.00%0.00%Q3 2023Q2 20242
Modera Wealth Management, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
MAGNOLIA CAPITAL ADVISORS LLC 220.10%0.11%0.11%Q3 2021Q4 20212
Ifrah Financial Services, Inc. 220.14%0.14%0.15%Q1 2024Q2 20242
Mesirow Financial Investment Management, Inc. 220.01%0.01%0.01%Q1 2024Q2 20242
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q4 2021Q1 20232
Global Retirement Partners, LLC 220.00%0.01%0.01%Q1 2024Q2 20242
Peak Asset Management, LLC 220.58%0.60%0.63%Q1 2024Q2 20242
Arlington Financial Advisors, LLC 225.14%5.28%5.42%Q1 2024Q2 20242
McIlrath & Eck, LLC 220.02%0.08%0.14%Q2 2023Q3 20232
JANICZEK WEALTH MANAGEMENT, LLC 220.03%0.03%0.03%Q2 2022Q3 20222
Ashton Thomas Private Wealth, LLC 220.01%0.02%0.03%Q1 2024Q2 20242
American Capital Advisory, LLC 110.00%0.00%0.00%Q4 2023Q2 20242
CWA Asset Management Group, LLC 220.02%0.02%0.02%Q4 2023Q1 20242
Financial Engines Advisors L.L.C. 220.00%0.00%0.01%Q1 2024Q2 20242
SpiderRock Advisors, LLC 220.04%0.04%0.04%Q1 2024Q2 20242
Trademark Financial Management, LLC 110.46%0.58%0.71%Q4 2023Q2 20242
DIXON FNANCIAL SERVICES, INC. 220.30%0.31%0.32%Q1 2024Q2 20242
TUCKER ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q1 2023Q2 20232
VANGUARD GROUP INC 220.00%0.00%0.00%Q1 2024Q2 20242
TruNorth Capital Management, LLC 220.02%0.02%0.02%Q1 2024Q2 20242
Abacus Wealth Partners, LLC 220.42%0.50%0.57%Q3 2021Q4 20212
COZAD ASSET MANAGEMENT INC 220.02%0.03%0.04%Q1 2024Q2 20242
Brainard Capital Management LLC 220.24%0.24%0.25%Q4 2022Q1 20232
MISSION WEALTH MANAGEMENT, LP 220.02%0.14%0.26%Q1 2024Q2 20242
Pensionmark Financial Group, LLC 110.03%0.03%0.03%Q2 2024Q2 20241
Betterment LLC 110.00%0.00%0.00%Q2 2024Q2 20241
CENTRAL TRUST Co 110.00%0.00%0.00%Q3 2021Q3 20211
KING LUTHER CAPITAL MANAGEMENT CORP 110.00%0.00%0.00%Q2 2024Q2 20241
Index Fund Advisors, Inc. 110.02%0.02%0.02%Q1 2023Q1 20231
Simplicity Wealth,LLC 110.02%0.02%0.02%Q2 2024Q2 20241
NewSquare Capital LLC 110.02%0.02%0.02%Q1 2024Q1 20241
ACIMA PRIVATE WEALTH, LLC 112.10%2.10%2.10%Q2 2024Q2 20241
MANAGED ACCOUNT SERVICES INC 110.06%0.06%0.06%Q3 2021Q3 20211
Heritage Financial Services, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Wealthstar Advisors, LLC 113.91%3.91%3.91%Q2 2024Q2 20241
MOTCO 110.01%0.01%0.01%Q2 2024Q2 20241
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q2 2023Q2 20231
Telos Capital Management, Inc. 110.07%0.07%0.07%Q2 2024Q2 20241
SILVER OAK SECURITIES, INCORPORATED 110.02%0.02%0.02%Q2 2024Q2 20241
CNB Bank 110.01%0.01%0.01%Q2 2024Q2 20241
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Smartleaf Asset Management LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Hardin Capital Partners, LLC 110.28%0.28%0.28%Q2 2024Q2 20241
Oakworth Capital, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
B. Riley Wealth Advisors, Inc. 110.02%0.02%0.02%Q2 2024Q2 20241
FLPUTNAM INVESTMENT MANAGEMENT CO 110.02%0.02%0.02%Q2 2024Q2 20241
Brinker Capital Investments, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q1 2024Q1 20241
Resource Planning Group 110.60%0.60%0.60%Q4 2023Q4 20231
BENJAMIN F. EDWARDS & COMPANY, INC. 110.00%0.00%0.00%Q2 2024Q2 20241
Sagace Wealth Management LLC 111.46%1.46%1.46%Q2 2024Q2 20241
Kings Path Partners LLC 111.42%1.42%1.42%Q2 2024Q2 20241
Lido Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Fort Vancouver Investment Management, LLC 1111.21%11.21%11.21%Q2 2024Q2 20241
Atlas Brown,Inc. 110.08%0.08%0.08%Q2 2024Q2 20241
Capital Analysts, LLC 110.03%0.03%0.03%Q2 2024Q2 20241
Able Wealth Management LLC 110.07%0.07%0.07%Q4 2023Q4 20231
Aspire Private Capital, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Cetera Investment Advisers 110.01%0.01%0.01%Q1 2024Q1 20241
BALASA DINVERNO & FOLTZ LLC 110.86%0.86%0.86%Q3 2022Q3 20221
Mattern Wealth Management LLC 110.07%0.07%0.07%Q2 2024Q2 20241
Colony Group, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
LANDMARK WEALTH MANAGEMENT, INC. 112.77%2.77%2.77%Q2 2024Q2 20241
Accel Wealth Management 110.12%0.12%0.12%Q2 2023Q2 20231
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q3 2023Q3 20231
Bridgeworth, LLC 110.19%0.19%0.19%Q4 2023Q4 20231
Quadrant Private Wealth Management, LLC 110.05%0.05%0.05%Q2 2024Q2 20241
AQR Capital Management 110.00%0.00%0.00%Q2 2024Q2 20241
Encompass More Asset Management 110.26%0.26%0.26%Q4 2023Q4 20231
SIGNATUREFD, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Morling Financial Advisors, LLC 110.05%0.05%0.05%Q1 2024Q1 20241
Private Ocean, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
55I, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Breakwater Capital Group 110.17%0.17%0.17%Q2 2024Q2 20241
MONETA GROUP INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Leading Edge Financial Planning LLC 110.51%0.51%0.51%Q2 2024Q2 20241
Align Wealth Management, LLC 110.51%0.51%0.51%Q4 2022Q4 20221
Relaxing Retirement Coach 110.14%0.14%0.14%Q2 2023Q2 20231
Grey Fox Wealth Advisors, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Tandem Wealth Advisors LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Strategic Wealth Investment Group, LLC 110.21%0.21%0.21%Q2 2022Q2 20221
Empowered Funds, LLC 110.26%0.26%0.26%Q1 2024Q1 20241
Transamerica Financial Advisors, Inc. 110.28%0.28%0.28%Q1 2024Q1 20241
Headlands Technologies LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Mendota Financial Group, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
VALLEY WEALTH MANAGERS, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Glassman Wealth Services 110.00%0.00%0.00%Q1 2023Q1 20231
Gradient Capital Advisors, LLC 110.11%0.11%0.11%Q1 2022Q1 20221
Gleason Group, Inc. 110.01%0.01%0.01%Q2 2024Q2 20241
CoreCap Advisors, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Carroll Financial Associates, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
M&T BANK CORP 110.00%0.00%0.00%Q1 2022Q1 20221
Busey Bank 110.01%0.01%0.01%Q1 2024Q1 20241
Cornerstone Capital, Inc. 110.02%0.02%0.02%Q2 2024Q2 20241
Triad Wealth Partners, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
ASSETMARK, INC 110.00%0.00%0.00%Q2 2024Q2 20241
Steward Financial Group LLC 110.15%0.15%0.15%Q3 2023Q3 20231
STUDIO INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q1 2024Q1 20241
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ADVISOR PARTNERS II, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
CITIGROUP INC 110.00%0.00%0.00%Q2 2021Q2 20211
M Holdings Securities, Inc. 110.14%0.14%0.14%Q2 2024Q2 20241
Abich Financial Wealth Management LLC 110.01%0.01%0.01%Q2 2024Q2 20241
AMERIPRISE FINANCIAL INC 110.00%0.00%0.00%Q2 2024Q2 20241
WOLFF WIESE MAGANA LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Executive Wealth Management, LLC 110.13%0.13%0.13%Q1 2024Q1 20241
RS CRUM INC. 110.16%0.16%0.16%Q2 2022Q2 20221
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
Operose Advisors LLC 110.00%0.00%0.00%Q2 2024Q2 20241
U.S. Capital Wealth Advisors, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
Avantax Planning Partners, Inc. 110.73%0.73%0.73%Q2 2024Q2 20241
GTS SECURITIES LLC 110.03%0.03%0.03%Q2 2023Q2 20231
External links

This page lists all the filers that currently own AMERICAN CENTY ETF TR or have owned AMERICAN CENTY ETF TR in the past.