AMERICAN CENTY ETF TR shareholder history

Current and past AMERICAN CENTY ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 610.00%0.00%0.00%Q3 2020Q2 202421
Sterneck Capital Management, LLC 20201.20%1.92%2.58%Q3 2019Q2 202420
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 20200.00%0.02%0.07%Q3 2019Q2 202420
Moisand Fitzgerald Tamayo, LLC 19190.02%4.04%8.31%Q4 2019Q2 202419
WEST PACES ADVISORS INC. 19190.01%0.01%0.02%Q4 2019Q2 202419
Plancorp, LLC 19190.89%2.14%3.24%Q4 2019Q2 202419
AMERICAN CENTURY COMPANIES INC 19190.02%0.03%0.03%Q4 2019Q2 202419
HighTower Advisors, LLC 18180.00%0.06%0.12%Q1 2020Q2 202418
AE Wealth Management LLC 18180.06%0.11%0.17%Q1 2020Q2 202418
Versant Capital Management, Inc 18180.43%0.64%0.75%Q1 2020Q2 202418
COMMONWEALTH EQUITY SERVICES, LLC 18180.00%0.06%0.13%Q1 2020Q2 202418
Wealth Architects, LLC 18180.19%1.00%2.02%Q1 2020Q2 202418
Truepoint, Inc. 18180.13%4.39%8.12%Q1 2020Q2 202418
BUCKINGHAM STRATEGIC WEALTH, LLC 18180.19%0.72%1.86%Q1 2020Q2 202418
Merriman Wealth Management, LLC 18180.10%10.23%15.15%Q1 2020Q2 202418
SAGE RHINO CAPITAL LLC 18183.00%3.33%3.67%Q1 2020Q2 202418
Evensky & Katz LLC 1170.01%2.62%6.14%Q4 2019Q2 202418
ROYAL BANK OF CANADA 18180.00%0.01%0.01%Q1 2020Q2 202418
PrairieView Partners, LLC 18180.01%2.72%3.62%Q1 2020Q2 202418
Unison Advisors LLC 171710.19%17.98%31.79%Q2 2020Q2 202417
Marquette Asset Management, LLC 17170.00%5.35%7.75%Q2 2020Q2 202417
Klingman & Associates, LLC 16160.05%0.06%0.07%Q3 2020Q2 202416
TCI Wealth Advisors, Inc. 16160.01%5.30%7.22%Q3 2020Q2 202416
Perigon Wealth Management, LLC 1510.01%0.15%0.34%Q3 2011Q2 202416
Raymond James Financial Services Advisors, Inc. 16160.00%0.03%0.08%Q3 2020Q2 202416
USAdvisors Wealth Management, LLC 16160.05%1.01%2.06%Q3 2020Q2 202416
Chicago Partners Investment Group LLC 15150.06%0.40%0.66%Q4 2020Q2 202415
MORGAN STANLEY 15150.00%0.01%0.02%Q4 2020Q2 202415
Centennial Wealth Advisory LLC 15150.36%0.63%0.86%Q4 2020Q2 202415
Carlson Capital Management 15150.72%2.72%4.47%Q4 2020Q2 202415
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 15150.00%0.06%0.13%Q4 2020Q2 202415
OSAIC HOLDINGS, INC. 15150.00%0.02%0.05%Q4 2020Q2 202415
ENVESTNET ASSET MANAGEMENT INC 15150.00%0.01%0.02%Q4 2020Q2 202415
OPPENHEIMER & CO INC 15150.01%0.01%0.01%Q4 2020Q2 202415
Prosperity Planning, Inc. 15150.63%0.77%1.05%Q4 2020Q2 202415
Creative Planning 15150.03%0.33%0.81%Q4 2020Q2 202415
Cornerstone Management, Inc. 15150.18%0.52%0.73%Q4 2020Q2 202415
NORTHWEST WEALTH MANAGEMENT, LLC 15150.17%1.40%3.08%Q4 2020Q2 202415
Mraz, Amerine & Associates, Inc. 15150.20%1.99%2.91%Q4 2020Q2 202415
Gradient Capital Advisors, LLC 14140.36%0.54%0.89%Q1 2021Q2 202414
Integrated Wealth Concepts LLC 14140.01%0.01%0.02%Q1 2021Q2 202414
Stewardship Advisors, LLC 14140.24%1.49%2.98%Q1 2021Q2 202414
Larson Financial Group LLC 14140.00%0.04%0.10%Q1 2021Q2 202414
MML INVESTORS SERVICES, LLC 950.01%0.03%0.06%Q4 2020Q2 202414
WMS Partners, LLC 14140.06%1.84%4.35%Q1 2021Q2 202414
BANK OF AMERICA CORP /DE/ 1210.00%0.00%0.01%Q3 2019Q2 202414
SOUNDMARK WEALTH MANAGEMENT, LLC 14141.37%3.62%9.06%Q4 2020Q1 202414
Tortoise Investment Management, LLC 14140.01%0.30%0.65%Q1 2021Q2 202414
Mutual Advisors, LLC 14140.02%0.08%0.18%Q1 2021Q2 202414
SYNOVUS FINANCIAL CORP 14140.00%0.01%0.01%Q1 2021Q2 202414
B&D White Capital Company, LLC 14141.33%4.01%7.23%Q1 2021Q2 202414
COWA, LLC 14140.73%3.97%7.29%Q1 2021Q2 202414
LPL Financial LLC 14140.01%0.07%0.15%Q1 2021Q2 202414
Allworth Financial LP 14140.06%0.15%0.32%Q1 2021Q2 202414
SNS Financial Group, LLC 14140.94%1.51%2.06%Q1 2021Q2 202414
Foster Group, Inc. 14140.05%0.61%2.18%Q1 2021Q2 202414
RAYMOND JAMES TRUST N.A. 14140.01%0.01%0.02%Q1 2021Q2 202414
Cambridge Investment Research Advisors, Inc. 14140.00%0.03%0.09%Q1 2021Q2 202414
Spire Wealth Management 14140.00%0.00%0.00%Q1 2021Q2 202414
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1210.00%0.00%0.00%Q2 2020Q2 202413
Financial Partners Group, Inc 13131.42%2.68%4.71%Q2 2021Q2 202413
SOL Capital Management CO 13130.05%0.21%0.34%Q2 2021Q2 202413
Advisory Services Network, LLC 13130.01%0.08%0.16%Q2 2021Q2 202413
SENTINEL PENSION ADVISORS INC. 13130.33%0.42%0.49%Q2 2021Q2 202413
BENJAMIN F. EDWARDS & COMPANY, INC. 13130.00%0.01%0.01%Q2 2021Q2 202413
WELLS FARGO & COMPANY/MN 13130.00%0.01%0.02%Q2 2021Q2 202413
BALDWIN WEALTH PARTNERS LLC/MA 13130.00%0.00%0.00%Q2 2021Q2 202413
RAYMOND JAMES & ASSOCIATES 13130.00%0.01%0.03%Q2 2021Q2 202413
WEBSTERROGERS FINANCIAL ADVISORS, LLC 1030.08%0.61%1.48%Q4 2020Q2 202413
IEQ CAPITAL, LLC 13130.01%0.01%0.01%Q2 2021Q2 202413
Oakwell Private Wealth Management, LLC 13130.40%3.81%4.62%Q2 2021Q2 202413
Joseph P. Lucia & Associates, LLC 13130.13%0.56%0.83%Q2 2021Q2 202413
Sigma Planning Corp 13130.01%0.13%0.31%Q2 2021Q2 202413
Great Point Wealth Advisors, LLC 13131.24%2.42%3.78%Q2 2021Q2 202413
IHT Wealth Management, LLC 13130.08%0.33%1.24%Q2 2021Q2 202413
CAPTRUST FINANCIAL ADVISORS 13130.00%0.00%0.01%Q2 2021Q2 202413
TruWealth Advisors, LLC 13131.49%2.11%2.61%Q2 2021Q2 202413
Hill Investment Group Partners, LLC 13131.32%5.70%8.59%Q2 2021Q2 202413
Annapolis Financial Services, LLC 13130.01%0.31%0.70%Q2 2021Q2 202413
Lindbrook Capital, LLC 13130.00%0.00%0.00%Q2 2021Q2 202413
Aprio Wealth Management, LLC 13130.76%3.26%7.05%Q2 2021Q2 202413
FIRST NATIONAL BANK SIOUX FALLS 12120.68%1.61%2.78%Q3 2021Q2 202412
IFP Advisors, Inc 12120.04%0.10%0.21%Q3 2021Q2 202412
U.S. Capital Wealth Advisors, LLC 12120.01%0.05%0.08%Q3 2021Q2 202412
Herold Advisors, Inc. 12120.11%0.51%1.52%Q3 2021Q2 202412
HARBOUR INVESTMENTS, INC. 930.00%0.01%0.05%Q2 2021Q2 202412
IAM Advisory, LLC 12121.85%2.18%3.00%Q3 2021Q2 202412
LIBERTY WEALTH MANAGEMENT LLC 660.01%0.07%0.10%Q2 2021Q2 202412
JNBA Financial Advisors 12120.02%0.26%0.63%Q3 2021Q2 202412
MERCER GLOBAL ADVISORS INC /ADV 12120.00%0.01%0.02%Q1 2021Q4 202312
CVA Family Office, LLC 1110.00%0.65%0.94%Q2 2021Q2 202412
Truadvice, LLC 12120.10%0.27%0.52%Q4 2020Q3 202312
Steward Partners Investment Advisory, LLC 12120.02%0.07%0.29%Q3 2021Q2 202412
Cornerstone Wealth Management, LLC 660.08%0.14%0.22%Q2 2021Q2 202412
Asset Dedication, LLC 12120.00%0.11%0.16%Q3 2021Q2 202412
STIFEL FINANCIAL CORP 12120.00%0.01%0.02%Q3 2021Q2 202412
Apella Capital, LLC 750.16%0.25%0.41%Q2 2021Q2 202412
CWA Asset Management Group, LLC 12120.02%0.04%0.06%Q2 2021Q1 202412
FMR LLC 930.00%0.00%0.00%Q1 2021Q2 202412
US BANCORP \DE\ 12120.00%0.00%0.00%Q3 2021Q2 202412
Global Trust Asset Management, LLC 1110.04%0.13%0.17%Q4 2019Q2 202412
Betterment LLC 12120.00%0.01%0.03%Q3 2021Q2 202412
JACKSON THORNTON ASSET MANAGEMENT, LLC 11110.12%0.33%0.42%Q4 2021Q2 202411
Venturi Wealth Management, LLC 710.02%0.67%1.03%Q1 2021Q2 202411
NATIONAL BANK OF CANADA /FI/ 11110.00%0.00%0.00%Q4 2021Q2 202411
Greenwich Wealth Management LLC 11110.02%0.47%0.68%Q4 2021Q2 202411
EverSource Wealth Advisors, LLC 11110.01%0.12%0.34%Q4 2021Q2 202411
NCM Capital Management, LLC 11110.71%2.13%3.01%Q4 2021Q2 202411
SC&H Financial Advisors, Inc. 11111.04%1.27%1.89%Q4 2021Q2 202411
MAI Capital Management 11110.00%0.03%0.09%Q4 2021Q2 202411
Mayfair Advisory Group, LLC 11110.36%0.94%1.65%Q4 2021Q2 202411
CARDIFF PARK ADVISORS, LLC 11110.28%0.48%0.98%Q4 2021Q2 202411
CRA Financial Services, LLC 11110.08%0.24%0.33%Q4 2021Q2 202411
AVANTAX ADVISORY SERVICES, INC. 830.01%0.03%0.10%Q3 2021Q2 202411
Austin Asset Management Co Inc 11110.74%1.71%2.76%Q4 2021Q2 202411
Henrickson Nauta Wealth Advisors, Inc. 11113.85%5.47%6.72%Q4 2021Q2 202411
Capital Wealth Alliance, LLC 11110.12%0.67%1.02%Q4 2021Q2 202411
PARK AVENUE SECURITIES LLC 11110.01%0.05%0.08%Q4 2021Q2 202411
Stegent Equity Advisors, Inc. 11111.18%1.96%2.39%Q4 2021Q2 202411
GRAND WEALTH MANAGEMENT, LLC 11110.01%0.12%0.17%Q4 2021Q2 202411
Midwest Heritage Bank, FSB 11112.58%3.19%3.53%Q4 2021Q2 202411
Strategic Blueprint, LLC 11110.08%0.67%0.86%Q4 2021Q2 202411
Parcion Private Wealth LLC 11113.47%4.37%5.44%Q4 2021Q2 202411
WorthPointe, LLC 11110.84%1.89%2.47%Q4 2021Q2 202411
EP Wealth Advisors, LLC 11110.12%0.20%0.35%Q4 2021Q2 202411
WMG Financial Advisors, LLC 11114.08%8.09%11.93%Q4 2021Q2 202411
Grant/GrossMendelsohn, LLC 650.14%0.35%0.87%Q3 2021Q2 202411
BOKF, NA 410.01%0.01%0.02%Q4 2019Q2 202411
Apeiron RIA LLC 11110.16%2.45%3.19%Q4 2021Q2 202411
BCR Wealth Strategies, LLC 11110.22%0.25%0.29%Q4 2021Q2 202411
PCG Wealth Advisors, LLC 11110.21%0.90%2.31%Q4 2021Q2 202411
Tranquility Partners, LLC 11110.10%0.68%0.96%Q4 2021Q2 202411
CAPITAL PERFORMANCE ADVISORS LLP 11111.20%1.57%2.11%Q4 2021Q2 202411
Facet Wealth, Inc. 11110.02%0.14%0.41%Q4 2021Q2 202411
Lauterbach Financial Advisors, LLC 11110.77%0.83%0.91%Q4 2021Q2 202411
JOURNEY STRATEGIC WEALTH LLC 11110.02%0.08%0.23%Q4 2021Q2 202411
Waterfront Wealth Inc. 11110.71%0.89%1.07%Q4 2021Q2 202411
Krilogy Financial LLC 11110.05%1.43%2.74%Q4 2021Q2 202411
All Season Financial Advisors, Inc. 11110.19%1.50%4.83%Q4 2021Q2 202411
Rockwood Wealth Management, LLC 11110.17%0.31%0.79%Q4 2021Q2 202411
McLean Asset Management Corp 11110.16%0.36%0.60%Q4 2021Q2 202411
Intelligent Financial Strategies 11110.02%1.90%5.08%Q4 2021Q2 202411
Stratos Wealth Partners, LTD. 11110.04%0.07%0.10%Q4 2021Q2 202411
CPWM, LLC 11110.57%1.12%1.63%Q1 2020Q3 202211
BAYSHORE ASSET MANAGEMENT, LLC 11110.25%2.33%3.12%Q4 2021Q2 202411
CreativeOne Wealth, LLC 920.02%0.03%0.06%Q2 2021Q2 202411
Beaird Harris Wealth Management, LLC 11111.16%4.00%5.57%Q4 2021Q2 202411
Diversified Portfolios, Inc. 11110.10%0.23%0.46%Q4 2021Q2 202411
Level Financial Advisors 11110.01%0.85%1.58%Q4 2021Q2 202411
FIRST MANHATTAN CO. LLC. 11110.01%0.01%0.01%Q4 2021Q2 202411
SFG Wealth Management, LLC. 11110.36%4.90%7.52%Q4 2021Q2 202411
Annex Advisory Services, LLC 11110.12%4.12%5.81%Q4 2021Q2 202411
Mason Investment Advisory Services, Inc. 111114.32%17.19%19.54%Q4 2021Q2 202411
Renaissance Technologies 510.00%0.00%0.00%Q3 2021Q2 202410
FIFTH THIRD BANCORP 730.00%0.01%0.04%Q4 2021Q2 202410
Peterson Financial Group, Inc. 10100.34%0.42%0.70%Q4 2021Q1 202410
Private Advisor Group, LLC 10100.00%0.11%0.19%Q1 2022Q2 202410
Wealthfront Advisers LLC 10100.00%0.01%0.01%Q1 2022Q2 202410
Mattern Wealth Management LLC 10100.16%0.84%1.83%Q1 2022Q2 202410
Wealthcare Advisory Partners LLC 710.01%0.10%0.20%Q1 2021Q2 202410
CWM, LLC 10100.00%0.03%0.08%Q1 2022Q2 202410
Stone Point Wealth LLC 10100.64%1.45%2.14%Q4 2021Q1 202410
Greenspring Advisors, LLC 10100.07%0.30%0.69%Q1 2022Q2 202410
Aspire Capital Advisors LLC 10101.48%1.78%2.75%Q1 2022Q2 202410
J.P. Morgan Private Wealth Advisors LLC 10100.00%0.04%0.10%Q2 2021Q3 202310
ML & R WEALTH MANAGEMENT LLC 10100.11%0.49%0.77%Q4 2021Q1 202410
ARQ WEALTH ADVISORS, LLC 10102.36%4.11%5.24%Q1 2022Q2 202410
V Wealth Advisors LLC 10100.04%0.61%0.98%Q1 2021Q2 202310
MFA WEALTH ADVISORS, LLC 10103.48%4.09%4.45%Q1 2022Q2 202410
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10100.01%0.05%0.09%Q1 2022Q2 202410
RVW Wealth, LLC 10100.05%1.23%2.54%Q1 2022Q2 202410
BUCKINGHAM STRATEGIC PARTNERS, LLC 10100.51%1.23%1.90%Q1 2022Q2 202410
UBS Group AG 710.00%0.01%0.02%Q4 2019Q2 202410
Vivaldi Capital Management LP 10100.13%0.23%0.32%Q1 2022Q2 202410
SJS Investment Consulting Inc. 820.01%0.01%0.01%Q4 2021Q2 202410
COLLECTIVE FAMILY OFFICE LLC 10100.88%2.18%3.42%Q1 2022Q2 202410
SAX WEALTH ADVISORS, LLC 910.06%0.74%0.98%Q4 2021Q2 202410
Canvas Wealth Advisors, LLC 10100.16%0.50%1.07%Q1 2022Q2 202410
RFG Advisory, LLC 10100.28%0.32%0.33%Q1 2022Q2 202410
SATOVSKY ASSET MANAGEMENT LLC 10100.63%15.94%22.08%Q1 2022Q2 202410
Global Retirement Partners, LLC 10100.06%0.10%0.18%Q1 2022Q2 202410
Gerber Kawasaki Wealth & Investment Management 10100.05%0.08%0.10%Q1 2022Q2 202410
FIRST FINANCIAL CORP /IN/ 10100.18%0.66%0.85%Q1 2022Q2 202410
Atria Wealth Solutions, Inc. 10100.02%0.02%0.04%Q1 2022Q2 202410
Waverly Advisors, LLC 990.49%1.31%2.09%Q2 2022Q2 20249
Waypoint Capital Advisors, LLC 991.78%2.36%3.03%Q2 2022Q2 20249
Seaside Wealth Management, Inc. 990.22%0.29%0.36%Q2 2022Q2 20249
GREENUP STREET WEALTH MANAGEMENT LLC 990.74%1.28%2.67%Q2 2022Q2 20249
LexAurum Advisors, LLC 990.27%0.70%1.05%Q2 2022Q2 20249
Dynamic Advisor Solutions LLC 990.06%0.06%0.08%Q2 2022Q2 20249
Nova R Wealth, Inc. 990.42%0.57%0.66%Q2 2022Q2 20249
PRIVATE TRUST CO NA 990.02%0.04%0.05%Q2 2022Q2 20249
ERn Financial, LLC 990.51%0.62%0.79%Q2 2022Q2 20249
Kolinsky Wealth Management, LLC 991.17%1.65%1.95%Q2 2022Q2 20249
SHEETS SMITH WEALTH MANAGEMENT 990.04%0.08%0.11%Q2 2022Q2 20249
JANE STREET GROUP, LLC 410.00%0.00%0.00%Q2 2021Q2 20249
JANICZEK WEALTH MANAGEMENT, LLC 990.00%0.03%0.15%Q2 2022Q2 20249
Parkside Financial Bank & Trust 990.01%0.03%0.06%Q2 2022Q2 20249
Lloyd Advisory Services, LLC. 990.02%0.04%0.06%Q1 2020Q1 20229
STOCK YARDS BANK & TRUST CO 990.27%0.33%0.38%Q2 2022Q2 20249
Klaas Financial Asset Advisors, LLC 991.42%2.69%3.15%Q2 2022Q2 20249
Addison Advisors LLC 990.00%0.00%0.00%Q2 2022Q2 20249
Bank of New York Mellon Corp 990.00%0.00%0.00%Q2 2022Q2 20249
TCG Advisory Services, LLC 990.39%1.10%1.67%Q2 2022Q2 20249
Quantum Financial Advisors, LLC 991.46%2.53%3.94%Q2 2022Q2 20249
LEAVELL INVESTMENT MANAGEMENT, INC. 990.02%0.02%0.02%Q2 2022Q2 20249
NewEdge Advisors, LLC 990.00%0.01%0.02%Q2 2022Q2 20249
Brickley Wealth Management 720.06%0.07%0.07%Q1 2022Q2 20249
JPMORGAN CHASE & CO 810.00%0.00%0.00%Q3 2019Q2 20249
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 810.08%3.56%4.94%Q2 2021Q2 20249
Financial Futures Ltd Liability Co. 992.94%4.60%5.92%Q2 2022Q2 20249
Wedmont Private Capital 990.05%0.26%0.36%Q2 2022Q2 20249
New Millennium Group LLC 990.00%0.19%0.60%Q2 2022Q2 20249
Highland Financial Advisors, LLC 993.61%3.97%4.91%Q2 2022Q2 20249
Integrated Advisors Network LLC 990.03%0.04%0.05%Q2 2022Q2 20249
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 990.35%0.75%1.38%Q2 2022Q2 20249
Capasso Planning Partners LLC 990.14%0.23%0.30%Q1 2022Q1 20249
COMMERCE BANK 990.00%0.00%0.00%Q2 2022Q2 20249
FLAGSHIP HARBOR ADVISORS, LLC 990.05%0.09%0.15%Q1 2022Q1 20249
Mariner, LLC 990.00%0.03%0.05%Q2 2022Q2 20249
NWAM LLC 990.05%0.40%0.82%Q1 2022Q1 20249
CASTLE WEALTH MANAGEMENT LLC 991.69%2.58%3.39%Q2 2022Q2 20249
Stephens Consulting, LLC 990.10%4.26%6.07%Q2 2022Q2 20249
GREAT VALLEY ADVISOR GROUP, INC. 990.10%0.33%0.45%Q2 2022Q2 20249
LIBRA WEALTH LLC 990.04%1.59%2.85%Q2 2022Q2 20249
Tower Research Capital LLC (TRC) 320.00%0.01%0.02%Q1 2022Q2 20248
OneDigital Investment Advisors LLC 880.02%0.12%0.16%Q3 2022Q2 20248
Silicon Hills Wealth Management, LLC 880.53%3.57%5.31%Q3 2021Q2 20238
Bridge Advisory, LLC 880.17%0.51%0.78%Q3 2022Q2 20248
Modera Wealth Management, LLC 530.01%0.01%0.01%Q4 2021Q2 20248
Almanack Investment Partners, LLC. 880.05%0.20%0.29%Q3 2022Q2 20248
Cerro Pacific Wealth Advisors LLC 710.63%2.56%4.81%Q3 2021Q2 20248
BigSur Wealth Management LLC 880.40%0.48%0.62%Q3 2022Q2 20248
Geneos Wealth Management Inc. 880.00%0.00%0.01%Q3 2022Q2 20248
Avestar Capital, LLC 880.41%1.17%1.95%Q2 2021Q1 20238
Symphony Financial, Ltd. Co. 881.50%2.67%4.77%Q3 2022Q2 20248
Clarus Group, Inc. 883.14%4.35%5.43%Q3 2022Q2 20248
Bull Oak Capital, LLC 885.28%12.06%22.09%Q2 2022Q1 20248
Tower Wealth Partners, Inc. 887.38%7.91%8.37%Q3 2022Q2 20248
Trilogy Capital Inc. 880.03%0.14%0.33%Q3 2022Q2 20248
Abound Wealth Management 880.01%0.01%0.01%Q3 2022Q2 20248
JRM Investment Counsel, LLC 883.63%5.79%8.79%Q3 2022Q2 20248
Lutz Financial Services LLC 880.16%0.37%0.52%Q3 2022Q2 20248
Index Fund Advisors, Inc. 620.01%0.02%0.03%Q2 2022Q2 20248
Echo Wealth Management, LLC 881.28%4.61%7.13%Q3 2022Q2 20248
Total Wealth Planning, LLC 880.09%0.28%0.33%Q3 2022Q2 20248
CoreFirst Bank & Trust 880.08%1.58%2.96%Q3 2022Q2 20248
Continuum Advisory, LLC 880.81%1.00%1.15%Q3 2022Q2 20248
SILVER OAK SECURITIES, INCORPORATED 880.02%0.40%0.92%Q3 2022Q2 20248
GEM Asset Management, LLC 770.54%0.58%0.64%Q4 2022Q2 20247
Ruedi Wealth Management, Inc. 770.08%0.13%0.16%Q4 2022Q2 20247
Delap Wealth Advisory, LLC 770.40%0.90%1.54%Q4 2022Q2 20247
Allegiance Financial Group Advisory Services LLC 774.14%4.86%5.41%Q4 2022Q2 20247
Cardinal Point Capital Management ULC 770.06%0.20%0.24%Q4 2022Q2 20247
Kingsview Wealth Management, LLC 610.01%0.08%0.12%Q4 2021Q1 20247
Janney Montgomery Scott LLC 520.01%0.01%0.02%Q3 2022Q2 20247
Relative Value Partners Group, LLC 770.06%1.70%2.46%Q3 2022Q1 20247
Orgel Wealth Management, LLC 770.01%0.02%0.02%Q4 2022Q2 20247
Farther Finance Advisors, LLC 770.14%0.32%0.59%Q4 2022Q2 20247
Flagstone Financial Management 774.95%5.19%5.47%Q4 2022Q2 20247
Cypress Point Wealth Management, LLC 771.60%2.40%3.14%Q4 2022Q2 20247
Meritas Wealth Management, LLC 773.16%4.48%6.45%Q4 2022Q2 20247
LEVEL FOUR ADVISORY SERVICES, LLC 770.07%0.21%0.26%Q4 2022Q2 20247
Cetera Investment Advisers 610.00%0.01%0.02%Q2 2022Q1 20247
Werba Rubin Papier Wealth Management 7710.91%12.72%14.02%Q4 2022Q2 20247
Seed Wealth Management, Inc. 773.65%4.02%4.42%Q4 2022Q2 20247
DBK Financial Counsel, LLC 770.56%1.64%2.81%Q4 2022Q2 20247
Westside Investment Management, Inc. 770.02%0.23%0.45%Q4 2022Q2 20247
Orion Capital Management LLC 770.02%0.95%1.75%Q4 2022Q2 20247
LEGACY FINANCIAL GROUP, INC. 770.21%0.23%0.27%Q4 2022Q2 20247
Fortis Capital Management LLC 770.34%0.44%0.59%Q4 2022Q2 20247
WESPAC Advisors SoCal, LLC 772.76%3.87%4.46%Q4 2022Q2 20247
Kestra Advisory Services, LLC 770.02%0.03%0.05%Q4 2022Q2 20247
REGATTA CAPITAL GROUP, LLC 772.16%2.61%3.16%Q4 2022Q2 20247
Flaharty Asset Management, LLC 770.38%0.71%2.36%Q4 2022Q2 20247
Corient Private Wealth LLC 770.06%0.08%0.12%Q4 2022Q2 20247
Collaborative Wealth Managment Inc. 770.18%2.17%2.95%Q4 2022Q2 20247
Bridgewealth Advisory Group, LLC 770.72%0.86%1.09%Q4 2022Q2 20247
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 7711.93%12.70%13.13%Q4 2022Q2 20247
Insight Wealth Partners, LLC 770.05%0.17%0.26%Q4 2022Q2 20247
Falcon Wealth Planning 773.46%4.75%5.35%Q4 2022Q2 20247
KESTRA PRIVATE WEALTH SERVICES, LLC 770.23%0.30%0.37%Q4 2022Q2 20247
Revolve Wealth Partners, LLC 770.45%1.28%1.59%Q4 2022Q2 20247
CSS LLC/IL 770.03%0.13%0.22%Q4 2022Q2 20247
True Wealth Design, LLC 772.89%3.98%5.49%Q4 2022Q2 20247
Drake & Associates, LLC 773.33%3.56%3.81%Q4 2022Q2 20247
Financial Advocates Investment Management 770.05%0.32%0.48%Q4 2022Q2 20247
SIGNET FINANCIAL MANAGEMENT, LLC 610.03%0.04%0.05%Q4 2021Q2 20247
SIGNATUREFD, LLC 510.00%0.00%0.00%Q3 2021Q2 20247
Intelligence Driven Advisers, LLC 772.11%3.53%6.45%Q4 2022Q2 20247
Baldrige Asset Management LLC 770.00%0.06%0.10%Q3 2021Q1 20237
Tillman Hartley LLC 770.89%0.96%1.07%Q4 2022Q2 20247
MGO ONE SEVEN LLC 770.04%0.07%0.09%Q4 2022Q2 20247
Team Hewins, LLC 774.44%9.12%12.84%Q4 2022Q2 20247
REGIMEN WEALTH, LLC 773.21%3.78%5.46%Q4 2022Q2 20247
TANDEM CAPITAL MANAGEMENT CORP /ADV 770.18%0.23%0.28%Q4 2022Q2 20247
Pinnacle Bancorp, Inc. 770.00%0.01%0.03%Q4 2022Q2 20247
Leading Edge Financial Planning LLC 770.40%0.50%0.57%Q4 2022Q2 20247
Day & Ennis, LLC 770.40%0.44%0.48%Q2 2022Q4 20237
Whitaker-Myers Wealth Managers, LTD. 770.23%0.27%0.35%Q4 2022Q2 20247
Ameritas Advisory Services, LLC 770.23%0.29%0.46%Q4 2022Q2 20247
DOPKINS WEALTH MANAGEMENT, LLC 770.18%0.65%1.16%Q4 2022Q2 20247
FOSTER & MOTLEY INC 770.04%0.18%0.29%Q4 2022Q2 20247
Per Stirling Capital Management, LLC. 770.90%1.36%1.67%Q4 2022Q2 20247
TRUIST FINANCIAL CORP 770.00%0.01%0.03%Q3 2022Q1 20247
Atlas Wealth LLC 770.07%0.14%0.23%Q4 2022Q2 20247
Creative Capital Management Investments LLC 7712.31%14.76%17.03%Q4 2022Q2 20247
MORRIS FINANCIAL CONCEPTS, INC. 770.01%0.01%0.01%Q4 2022Q2 20247
Cornell Pochily Investment Advisors, Inc. 770.10%0.27%0.34%Q4 2022Q2 20247
LAM GROUP, INC. 770.83%1.07%1.48%Q4 2022Q2 20247
AdvisorNet Financial, Inc 610.00%0.00%0.00%Q2 2022Q2 20247
Meredith Wealth Planning 7721.22%26.44%30.05%Q4 2022Q2 20247
KWB Wealth 770.08%0.18%0.24%Q4 2022Q2 20247
Wallington Asset Management, LLC 771.10%1.95%2.20%Q4 2022Q2 20247
Laird Norton Wetherby Wealth Management, LLC 770.11%0.12%0.14%Q4 2022Q2 20247
Etesian Wealth Advisors, Inc. 770.70%0.79%0.93%Q4 2022Q2 20247
RDA Financial Network 770.60%0.64%0.71%Q4 2022Q2 20247
QUARRY HILL ADVISORS, LLC 7717.28%18.92%20.47%Q4 2022Q2 20247
Colonial Trust Co / SC 770.01%0.05%0.08%Q4 2022Q2 20247
WJ Interests, LLC 665.22%5.92%6.42%Q1 2023Q2 20246
Summit X, LLC 660.09%0.20%0.33%Q1 2023Q2 20246
KAVAR CAPITAL PARTNERS GROUP, LLC 661.38%1.70%2.06%Q1 2023Q2 20246
SIMPLEX TRADING, LLC 220.00%0.00%0.00%Q4 2021Q2 20246
Synergy Asset Management, LLC 510.05%1.01%2.92%Q4 2020Q4 20236
Glenview Trust Co 660.12%0.31%0.43%Q1 2023Q2 20246
Midwest Financial Group LLC 660.37%1.72%2.96%Q1 2023Q2 20246
Tanglewood Legacy Advisors, LLC 660.00%0.19%0.32%Q1 2023Q2 20246
Rockefeller Capital Management L.P. 510.00%0.02%0.03%Q4 2022Q2 20246
FAS Wealth Partners, Inc. 420.34%0.57%0.66%Q4 2022Q2 20246
Miller Investment Management, LP 330.03%0.09%0.16%Q3 2022Q2 20246
WIPFLI FINANCIAL ADVISORS LLC, 665.40%8.62%9.96%Q2 2021Q3 20226
Visionary Wealth Advisors 510.02%0.27%0.38%Q2 2022Q2 20246
First PREMIER Bank 660.04%0.04%0.05%Q1 2023Q2 20246
Orion Portfolio Solutions, LLC 660.10%0.13%0.16%Q1 2023Q2 20246
REDW Wealth LLC 660.07%0.29%0.50%Q1 2023Q2 20246
BANK OF MONTREAL /CAN/ 660.00%0.00%0.00%Q1 2023Q2 20246
Selective Wealth Management, Inc. 330.00%0.12%0.28%Q1 2022Q2 20246
Windsor Wealth Management, Inc. 661.20%2.80%3.97%Q2 2022Q3 20236
Callan Capital, LLC 660.19%1.29%2.02%Q1 2023Q2 20246
PATHSTONE FAMILY OFFICE, LLC 660.02%0.14%0.50%Q2 2022Q3 20236
AXXCESS WEALTH MANAGEMENT, LLC 660.02%0.03%0.04%Q1 2023Q2 20246
ISLAY CAPITAL MANAGEMENT, LLC 663.42%4.97%7.85%Q1 2023Q2 20246
Beacon Pointe Advisors, LLC 660.01%0.03%0.05%Q1 2023Q2 20246
INNEALTA CAPITAL, LLC 510.15%1.19%2.63%Q1 2021Q2 20246
GPS Wealth Strategies Group, LLC 660.00%0.02%0.04%Q1 2023Q2 20246
LINCOLN NATIONAL CORP 660.01%0.02%0.02%Q4 2022Q1 20246
AIRE ADVISORS, LLC 662.13%2.76%3.11%Q1 2023Q2 20246
Ancora Advisors LLC 660.00%0.01%0.04%Q1 2023Q2 20246
Cerity Partners LLC 510.00%0.01%0.02%Q4 2021Q4 20236
Stokes Family Office, LLC 660.48%0.89%1.19%Q1 2023Q2 20246
Capital Analysts, LLC 660.00%0.00%0.01%Q1 2023Q2 20246
EATON VANCE MANAGEMENT 660.00%0.01%0.03%Q4 2020Q1 20226
Opus Capital Group, LLC 661.28%1.74%1.95%Q1 2023Q2 20246
CORA CAPITAL ADVISORS LLC 660.18%0.76%3.06%Q1 2023Q2 20246
Belvedere Trading LLC 220.00%0.01%0.02%Q1 2023Q2 20236
Passive Capital Management, LLC. 661.70%2.02%2.29%Q4 2021Q1 20236
Willow Creek Wealth Management Inc. 660.69%0.80%1.09%Q3 2022Q4 20236
Sunbelt Securities, Inc. 660.00%0.00%0.01%Q1 2023Q2 20246
GOLDMAN SACHS GROUP INC 310.00%0.00%0.00%Q3 2021Q4 20236
Good Life Advisors, LLC 660.05%0.13%0.20%Q1 2023Q2 20246
WR Wealth Planners, LLC 660.25%0.69%1.60%Q1 2023Q2 20246
Peak Asset Management, LLC 660.27%1.50%2.13%Q1 2023Q2 20246
Gateway Wealth Partners, LLC 660.12%0.51%0.83%Q1 2023Q2 20246
Clearstead Advisors, LLC 660.00%0.01%0.03%Q1 2023Q2 20246
CENTAURUS FINANCIAL, INC. 660.43%0.53%0.58%Q4 2022Q1 20246
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 660.09%0.15%0.26%Q1 2023Q2 20246
Traverso Chambers Private Wealth Management, LLC 661.75%1.84%1.98%Q3 2022Q4 20236
MATTERN CAPITAL MANAGEMENT, LLC 660.04%0.05%0.06%Q1 2023Q2 20246
Strategic Advisors LLC 660.18%0.20%0.21%Q1 2023Q2 20246
Pine Valley Investments Ltd Liability Co 660.04%0.33%0.77%Q1 2023Q2 20246
Beta Wealth Group, Inc. 660.38%0.46%0.57%Q1 2023Q2 20246
Balboa Wealth Partners 660.13%0.20%0.27%Q1 2023Q2 20246
Hamilton Point Investment Advisors, LLC 661.66%1.76%1.86%Q1 2023Q2 20246
Savant Capital, LLC 660.01%0.04%0.06%Q1 2023Q2 20246
Prospera Financial Services Inc 510.01%0.03%0.04%Q1 2022Q1 20246
Stillwater Investment Management, LLC 550.06%0.07%0.07%Q1 2022Q1 20235
Liberty Capital Management, Inc. 550.17%0.58%0.95%Q2 2023Q2 20245
Tarbox Family Office, Inc. 550.48%2.41%3.28%Q2 2023Q2 20245
COZAD ASSET MANAGEMENT INC 550.04%0.12%0.20%Q2 2023Q2 20245
Blue Trust, Inc. 550.00%0.00%0.01%Q2 2023Q2 20245
Paragon Advisors, LLC 551.16%4.23%6.07%Q2 2023Q2 20245
CONCENTRIC WEALTH MANAGEMENT, LLC 553.77%3.96%4.11%Q2 2023Q2 20245
RCS Financial Planning, LLC 550.27%0.30%0.31%Q2 2023Q2 20245
TRIAD FINANCIAL ADVISORS, INC. 550.24%0.26%0.31%Q4 2021Q4 20225
Aveo Capital Partners, LLC 550.41%0.52%0.63%Q2 2023Q2 20245
Lido Advisors, LLC 550.00%0.00%0.00%Q2 2023Q2 20245
Cetera Advisors LLC 550.01%0.02%0.04%Q4 2022Q4 20235
Paragon Capital Management Ltd 550.22%0.48%0.59%Q2 2023Q2 20245
GIRARD PARTNERS LTD. 550.02%0.03%0.03%Q2 2023Q2 20245
CGC Financial Services, LLC 555.99%10.57%12.82%Q2 2023Q2 20245
SMITH, MOORE & CO. 550.24%0.76%1.14%Q2 2023Q2 20245
Blue Investment Partners LLC 320.70%3.09%7.42%Q4 2022Q2 20245
Atria Investments, Inc 410.02%0.06%0.08%Q1 2023Q2 20245
Independence Bank of Kentucky 550.10%0.34%0.62%Q2 2023Q2 20245
FINANCIAL MANAGEMENT NETWORK INC 550.10%1.16%2.13%Q2 2023Q2 20245
Cherry Tree Wealth Management, LLC 550.00%0.43%0.75%Q2 2023Q2 20245
BROWN ADVISORY INC 550.00%0.00%0.00%Q2 2023Q2 20245
Slagle Financial, LLC 551.20%1.51%1.76%Q2 2023Q2 20245
Altus Wealth Group LLC 550.10%0.26%0.34%Q2 2023Q2 20245
Sowell Financial Services LLC 550.00%0.00%0.00%Q1 2020Q1 20215
Zhang Financial LLC 550.02%0.06%0.10%Q2 2023Q2 20245
Financial Synergies Wealth Advisors, Inc. 320.00%0.66%1.81%Q1 2023Q2 20245
Equitable Holdings, Inc. 550.00%0.01%0.01%Q2 2023Q2 20245
Pacific Life Fund Advisors LLC 550.18%0.54%0.72%Q4 2022Q4 20235
OAKWOOD CAPITAL MANAGEMENT LLC/CA 551.65%1.77%1.97%Q2 2020Q2 20215
ADVISOR PARTNERS II, LLC 550.01%0.02%0.03%Q3 2022Q3 20235
Intergy Private Wealth, LLC 551.46%2.09%2.30%Q2 2023Q2 20245
SG Americas Securities, LLC 550.01%0.01%0.02%Q3 2019Q3 20205
Grey Street Capital, LLC 550.04%0.12%0.19%Q1 2023Q1 20245
OLIVER LAGORE VANVALIN INVESTMENT GROUP 550.00%0.02%0.04%Q2 2023Q2 20245
ASSETMARK, INC 310.00%0.00%0.00%Q4 2022Q2 20245
JONES FINANCIAL COMPANIES LLLP 550.00%0.00%0.00%Q2 2023Q2 20245
Morton Brown Family Wealth, LLC 550.02%2.55%5.71%Q2 2023Q2 20245
PRUDENTIAL FINANCIAL INC 550.00%0.00%0.00%Q2 2023Q2 20245
D'Orazio & Associates, Inc. 550.11%1.57%2.41%Q2 2023Q2 20245
Evanson Asset Management, LLC 550.02%0.03%0.05%Q2 2023Q2 20245
Advisor Resource Council 550.08%0.25%0.36%Q1 2023Q1 20245
Certified Advisory Corp 550.44%0.71%0.83%Q2 2023Q2 20245
Dakota Wealth Management 550.01%0.24%0.38%Q2 2023Q2 20245
Forum Financial Management, LP 550.01%0.01%0.01%Q1 2023Q1 20245
Brown University 557.09%8.05%9.17%Q2 2023Q2 20245
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 550.25%0.43%0.57%Q2 2023Q2 20245
RiverTree Advisors, LLC 551.42%3.24%6.03%Q1 2022Q1 20235
WCG Wealth Advisors LLC 440.68%0.91%1.12%Q3 2023Q2 20244
Meridian Wealth Management, LLC 440.03%0.07%0.14%Q2 2023Q1 20244
MARINER INDEPENDENT ADVISOR NETWORK, LLC 440.23%0.24%0.25%Q4 2021Q3 20224
Fifth Third Wealth Advisors LLC 440.10%0.17%0.21%Q3 2023Q2 20244
Meadow Creek Wealth Advisors LLC 310.57%1.28%1.72%Q3 2022Q2 20244
OXFORD FINANCIAL GROUP, LTD. LLC 444.27%4.56%4.73%Q3 2023Q2 20244
Apollon Wealth Management, LLC 220.02%0.25%0.47%Q4 2022Q2 20244
New England Private Wealth Advisors LLC 440.10%0.37%0.51%Q3 2023Q2 20244
NBC SECURITIES, INC. 440.00%0.00%0.00%Q3 2023Q2 20244
DHJJ Financial Advisors, Ltd. 440.00%0.00%0.00%Q3 2023Q2 20244
BRIGGS ADVISORY GROUP, INC. 440.12%0.30%0.49%Q4 2022Q3 20234
Koshinski Asset Management, Inc. 310.01%0.02%0.03%Q3 2021Q4 20234
New England Capital Financial Advisors LLC 220.00%0.00%0.00%Q4 2022Q2 20244
Ausdal Financial Partners, Inc. 440.05%0.15%0.20%Q3 2023Q2 20244
Qube Research & Technologies Ltd 210.00%0.00%0.00%Q4 2021Q1 20244
OLD NATIONAL BANCORP /IN/ 440.01%0.01%0.01%Q1 2021Q4 20214
Vantage Financial Partners Ltd., Inc. 440.18%1.74%2.44%Q3 2023Q2 20244
Root Financial Partners, LLC 440.22%0.28%0.33%Q1 2023Q4 20234
Fortitude Advisory Group L.L.C. 220.07%0.11%0.16%Q4 2021Q4 20234
CENTRAL TRUST Co 440.00%0.00%0.00%Q3 2023Q2 20244
HARBOUR INVESTMENT MANAGEMENT LLC 440.35%0.46%0.55%Q3 2023Q2 20244
ROTHSCHILD INVESTMENT LLC /IL 440.22%0.25%0.28%Q4 2022Q3 20234
Insight Wealth Strategies, LLC 441.52%1.65%1.82%Q3 2023Q2 20244
HYA Advisors, Inc 440.22%0.38%0.52%Q3 2021Q2 20224
OLD MISSION CAPITAL LLC 310.03%0.12%0.26%Q1 2021Q1 20224
Ironwood Financial, llc 310.00%0.02%0.05%Q1 2021Q2 20244
FLOW TRADERS U.S. LLC 310.03%0.05%0.08%Q1 2023Q2 20244
Ten Capital Wealth Advisors, LLC 440.08%0.08%0.09%Q1 2022Q4 20224
Simplicity Solutions, LLC 440.07%0.11%0.14%Q1 2020Q4 20204
TFB Advisors LLC 310.40%0.63%0.80%Q2 2023Q2 20244
Equita Financial Network, Inc. 441.72%3.49%5.65%Q3 2023Q2 20244
COMERICA BANK 440.01%0.07%0.23%Q3 2023Q2 20244
OneAscent Financial Services LLC 440.09%0.28%0.80%Q3 2023Q2 20244
Avior Wealth Management, LLC 220.00%0.00%0.00%Q2 2022Q2 20244
Robertson Stephens Wealth Management, LLC 440.04%0.11%0.16%Q3 2023Q2 20244
Belpointe Asset Management LLC 220.00%0.02%0.04%Q4 2022Q4 20234
Northland Capital Management LLC 441.51%1.89%2.42%Q3 2023Q2 20244
KEB ASSET MANAGEMENT, LLC 440.11%0.86%1.23%Q3 2023Q2 20244
Baird Financial Group, Inc. 440.00%0.01%0.02%Q3 2023Q2 20244
Carson Advisory Inc. 440.14%0.18%0.22%Q3 2023Q2 20244
Cardinal Point Wealth Management Partners, LLC 440.22%0.36%0.43%Q4 2021Q3 20224
S. R. Schill & Associates 441.66%1.69%1.72%Q3 2023Q2 20244
TWO SIGMA INVESTMENTS, LP 440.00%0.01%0.01%Q3 2023Q2 20244
Family Investment Center, Inc. 444.52%6.51%7.89%Q3 2023Q2 20244
Register Financial Advisors LLC 440.02%0.02%0.02%Q4 2022Q3 20234
SVB WEALTH LLC 440.00%0.00%0.00%Q2 2021Q1 20224
Austin Wealth Management, LLC 440.20%0.34%0.40%Q3 2023Q2 20244
Barber Financial Group, Inc. 440.05%2.20%3.46%Q2 2022Q1 20234
Shone Asset Management LLC 444.68%6.27%7.34%Q1 2020Q4 20204
TRAPHAGEN INVESTMENT ADVISORS LLC 440.03%0.68%2.25%Q3 2023Q2 20244
Tyler-Stone Wealth Management 440.05%0.09%0.11%Q3 2023Q2 20244
IAG Wealth Partners, LLC 210.00%0.01%0.02%Q2 2022Q2 20244
BFSG, LLC 440.71%1.18%1.50%Q3 2023Q2 20244
HAP Trading, LLC 220.03%0.24%0.52%Q1 2023Q2 20234
Colonial Trust Advisors 440.01%0.01%0.01%Q4 2022Q3 20234
Cardinal Point Wealth Management LLC 440.21%0.27%0.38%Q4 2020Q3 20214
Integrity Advisory, LLC 440.48%0.61%0.77%Q1 2022Q4 20224
LGT Financial Advisors LLC 440.00%0.00%0.00%Q3 2023Q2 20244
Glassman Wealth Services 440.00%0.04%0.07%Q3 2023Q2 20244
HRT FINANCIAL LP 220.00%0.01%0.02%Q1 2022Q1 20234
Widmann Financial Services, Inc. 443.98%4.25%4.48%Q3 2023Q2 20244
IMA Advisory Services, Inc. 440.60%1.14%1.39%Q3 2023Q2 20244
Integrity Wealth Solutions LLC 333.82%3.86%3.92%Q4 2023Q2 20243
Concurrent Investment Advisors, LLC 330.16%0.20%0.24%Q4 2023Q2 20243
Vawter Financial, Ltd. 330.30%0.56%1.03%Q4 2023Q2 20243
Pathstone Holdings, LLC 330.08%0.08%0.08%Q4 2023Q2 20243
Alliance Wealth Advisors, LLC 334.71%4.81%4.93%Q4 2023Q2 20243
Cape Investment Advisory, Inc. 330.05%0.05%0.05%Q4 2023Q2 20243
M Holdings Securities, Inc. 330.24%0.37%0.49%Q4 2023Q2 20243
Sound Income Strategies, LLC 330.00%0.01%0.01%Q4 2023Q2 20243
ICA Group Wealth Management, LLC 330.01%0.02%0.04%Q4 2023Q2 20243
Financial Symmetry Inc 330.24%0.26%0.28%Q4 2023Q2 20243
Squire Investment Management Company, LLC 330.69%0.70%0.71%Q4 2023Q2 20243
ELEVATE WEALTH ADVISORY, INC 334.55%4.91%5.17%Q4 2023Q2 20243
WealthCollab, LLC 336.12%6.38%6.59%Q4 2023Q2 20243
Pine Harbor Wealth Management, LLC 332.22%2.57%2.76%Q4 2023Q2 20243
Acropolis Investment Management, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Clear Point Advisors Inc. 330.08%0.09%0.10%Q4 2023Q2 20243
Sherrill & Hutchins Financial Advisory, Inc 3324.78%25.88%26.47%Q4 2023Q2 20243
CREATIVE FINANCIAL DESIGNS INC /ADV 330.02%0.09%0.12%Q4 2023Q2 20243
Navalign, LLC 330.30%1.45%2.04%Q4 2023Q2 20243
Sachetta, LLC 330.50%0.54%0.62%Q4 2023Q2 20243
Arlington Financial Advisors, LLC 331.30%2.36%2.93%Q4 2023Q2 20243
OPTIMUM INVESTMENT ADVISORS 330.00%0.00%0.00%Q4 2023Q2 20243
Physician Wealth Solutions Inc. 332.10%2.24%2.40%Q4 2023Q2 20243
Aptus Capital Advisors, LLC 330.00%0.01%0.01%Q4 2023Q2 20243
TRUSTCORE FINANCIAL SERVICES, LLC 330.01%0.02%0.03%Q2 2022Q4 20223
Venture Visionary Partners LLC 330.27%0.28%0.29%Q4 2023Q2 20243
Shotwell Rutter Baer Inc 337.23%10.60%16.99%Q4 2023Q2 20243
American Trust 330.03%0.03%0.04%Q4 2022Q2 20233
CENTRAL BANK & TRUST CO 330.08%0.08%0.09%Q4 2023Q2 20243
Valued Wealth Advisors LLC 332.37%9.06%12.52%Q4 2023Q2 20243
BlackDiamond Wealth Management, LLC 210.27%0.30%0.34%Q2 2022Q2 20233
Abacus Planning Group, Inc. 330.10%0.11%0.11%Q4 2023Q2 20243
Strid Group, LLC 330.06%0.07%0.08%Q3 2022Q1 20233
Transcendent Capital Group LLC 331.26%1.41%1.52%Q4 2023Q2 20243
Nemes Rush Group LLC 330.00%0.01%0.02%Q4 2023Q2 20243
Fonville Wealth Management LLC 333.63%3.79%3.90%Q4 2023Q2 20243
Lifestyle Asset Management, Inc. 337.29%7.92%8.26%Q4 2023Q2 20243
EWG Elevate Inc. 330.48%0.50%0.51%Q4 2023Q2 20243
Next Level Private LLC 330.12%0.13%0.15%Q4 2023Q2 20243
Oceanside Advisors LLC 330.33%0.34%0.35%Q4 2023Q2 20243
LJI Wealth Management, LLC 330.18%0.23%0.26%Q4 2023Q2 20243
PARAMETRIC PORTFOLIO ASSOCIATES LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Personal Capital Advisors Corp 330.00%0.00%0.00%Q3 2021Q1 20223
ORRSTOWN FINANCIAL SERVICES INC 330.23%0.69%1.09%Q4 2023Q2 20243
Running Point Capital Advisors, LLC 331.48%1.60%1.67%Q4 2023Q2 20243
AlphaCore Capital LLC 330.22%0.22%0.24%Q2 2023Q4 20233
GUARDIAN WEALTH ADVISORS, LLC / NC 330.03%0.03%0.03%Q4 2023Q2 20243
ORBA Wealth Advisors, L.L.C. 333.25%3.42%3.55%Q4 2023Q2 20243
Pineridge Advisors LLC 330.00%0.00%0.00%Q4 2023Q2 20243
CONSCIOUS WEALTH INVESTMENTS, LLC 330.21%0.22%0.23%Q4 2023Q2 20243
CAP Partners, LLC 330.96%0.98%1.01%Q4 2023Q2 20243
Csenge Advisory Group 330.06%0.08%0.09%Q3 2023Q1 20243
MATHER GROUP, LLC. 330.01%0.01%0.01%Q4 2023Q2 20243
Signature Resources Capital Management, LLC 330.11%0.12%0.12%Q4 2023Q2 20243
Headlands Technologies LLC 210.00%0.00%0.01%Q2 2023Q2 20243
Capital Investment Advisory Services, LLC 330.03%0.04%0.05%Q4 2023Q2 20243
Rockbridge Investment Management, LCC 330.00%0.00%0.00%Q4 2021Q2 20223
Longview Financial Advisors, Inc. 333.74%3.85%3.97%Q4 2023Q2 20243
Lantern Wealth Advisors, LLC 333.08%3.16%3.30%Q4 2023Q2 20243
Total Clarity Wealth Management, Inc. 330.09%0.35%0.60%Q4 2023Q2 20243
Merit Financial Group, LLC 330.13%0.15%0.17%Q4 2023Q2 20243
Gibraltar Capital Management, Inc. 330.09%0.10%0.11%Q4 2023Q2 20243
EnRich Financial Partners LLC 330.13%0.17%0.26%Q4 2023Q2 20243
ENZI WEALTH 331.10%1.48%1.74%Q4 2023Q2 20243
Peirce Capital Management, LLC 331.48%1.67%1.84%Q4 2023Q2 20243
FAMILY WEALTH PARTNERS, LLC 332.51%2.90%3.11%Q4 2023Q2 20243
Faithward Advisors, LLC 210.00%0.11%0.31%Q3 2022Q2 20243
Strategic Wealth Partners, Ltd. 330.13%0.16%0.18%Q3 2023Q1 20243
ALESCO ADVISORS LLC 331.77%2.02%2.18%Q4 2023Q2 20243
MONETA GROUP INVESTMENT ADVISORS LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Objectivity Squared, LLC 3313.00%13.38%13.58%Q4 2023Q2 20243
MN Wealth Advisors, LLC 330.54%0.63%0.73%Q4 2023Q2 20243
ROTHSCHILD INVESTMENT LLC 330.37%0.45%0.49%Q4 2023Q2 20243
Arbor Wealth Advisors LLC 330.25%0.40%0.64%Q4 2023Q2 20243
Jacobi Capital Management LLC 330.04%0.04%0.05%Q4 2023Q2 20243
Empirical Finance, LLC 330.01%0.01%0.02%Q4 2023Q2 20243
Avidian Wealth Enterprises, LLC 330.02%0.02%0.02%Q4 2023Q2 20243
Private Wealth Management Group, LLC 331.58%2.08%2.88%Q4 2023Q2 20243
Aspire Wealth Management Corp 330.03%0.03%0.03%Q2 2023Q4 20233
MB Generational Wealth, LLC 3315.58%16.08%16.59%Q4 2023Q2 20243
VISIONARY HORIZONS, LLC 332.33%4.29%7.70%Q4 2023Q2 20243
Heron Bay Capital Management 330.27%0.39%0.47%Q4 2023Q2 20243
BSW Wealth Partners 330.08%0.56%0.86%Q4 2023Q2 20243
Modern Wealth Management, LLC 331.28%1.69%2.19%Q4 2023Q2 20243
Patriot Financial Group Insurance Agency, LLC 330.00%0.00%0.01%Q4 2021Q2 20223
TUCKER ASSET MANAGEMENT LLC 330.00%0.00%0.00%Q3 2022Q1 20233
CORRECT CAPITAL WEALTH MANAGEMENT 334.86%6.30%8.98%Q4 2023Q2 20243
Relyea Zuckerberg Hanson LLC 330.05%0.05%0.05%Q1 2023Q3 20233
NOMURA ASSET MANAGEMENT CO LTD 330.00%0.00%0.00%Q4 2023Q2 20243
BEACON FINANCIAL GROUP 330.17%0.31%0.41%Q4 2023Q2 20243
Your Advocates Ltd., LLP 330.00%0.01%0.02%Q3 2023Q1 20243
Claro Advisors LLC 330.12%0.12%0.13%Q4 2023Q2 20243
Opal Wealth Advisors, LLC 332.81%3.19%3.57%Q4 2023Q2 20243
COLDSTREAM CAPITAL MANAGEMENT INC 210.04%0.04%0.04%Q2 2021Q1 20223
ANGELES WEALTH MANAGEMENT, LLC 330.01%0.02%0.04%Q4 2023Q2 20243
Crewe Advisors LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Lion Street Advisors, LLC 330.12%0.13%0.15%Q4 2023Q2 20243
EAGLE WEALTH STRATEGIES LLC 338.20%15.63%19.50%Q4 2023Q2 20243
Symmetry Partners, LLC 330.91%1.12%1.52%Q4 2023Q2 20243
Heritage Wealth Management, Inc. /CA/ 330.82%0.87%0.95%Q4 2023Q2 20243
Scarborough Advisors, LLC 330.01%0.02%0.03%Q4 2023Q2 20243
Hutchens & Kramer Investment Management Group, LLC 330.13%0.15%0.18%Q4 2023Q2 20243
PRINCIPAL SECURITIES, INC. 330.00%0.00%0.00%Q4 2023Q2 20243
BRIGHTON JONES LLC 330.01%0.01%0.01%Q4 2023Q2 20243
TOWNSQUARE CAPITAL LLC 220.22%0.25%0.28%Q4 2023Q1 20242
MJP ASSOCIATES INC /ADV 222.94%3.12%3.30%Q1 2024Q2 20242
SALEM INVESTMENT COUNSELORS INC 220.00%0.00%0.00%Q1 2024Q2 20242
Bison Wealth, LLC 220.04%0.04%0.04%Q1 2024Q2 20242
REGIONS FINANCIAL CORP 220.00%0.00%0.00%Q1 2024Q2 20242
Whitegate Investment Counselors, Inc. 220.04%0.04%0.04%Q2 2021Q3 20212
WealthPLAN Partners, LLC 220.00%0.01%0.01%Q1 2023Q2 20232
Provident Wealth Management, LLC 220.47%0.57%0.66%Q1 2024Q2 20242
Avantax Planning Partners, Inc. 222.67%2.73%2.78%Q1 2024Q2 20242
ZRC WEALTH MANAGEMENT, LLC 220.05%0.05%0.05%Q1 2023Q2 20232
BAKER TILLY WEALTH MANAGEMENT, LLC 220.29%0.30%0.31%Q4 2023Q1 20242
Emprise Bank 221.41%1.41%1.41%Q1 2024Q2 20242
MEANS INVESTMENT CO., INC. 220.03%0.50%0.98%Q1 2024Q2 20242
ARK & TLK INVESTMENTS, LLC 220.09%0.10%0.10%Q1 2024Q2 20242
D. E. Shaw & Co., Inc. 220.00%0.00%0.00%Q1 2024Q2 20242
Trajan Wealth LLC 220.08%0.08%0.08%Q1 2024Q2 20242
Community Bank, N.A. 220.29%0.30%0.30%Q1 2024Q2 20242
PNC FINANCIAL SERVICES GROUP, INC. 220.00%0.01%0.01%Q1 2024Q2 20242
Trexquant Investment LP 110.02%0.02%0.02%Q2 2022Q2 20242
Alliance Wealth Advisors, LLC /UT 220.86%0.90%0.94%Q4 2023Q1 20242
PROATHLETE WEALTH MANAGEMENT LLC 220.11%1.53%2.94%Q1 2024Q2 20242
BLUESTEIN R H & CO LLC 220.01%0.02%0.02%Q2 2022Q3 20222
My Personal CFO, LLC 220.18%0.26%0.34%Q1 2024Q2 20242
HBC Financial Services, PLLC 220.01%0.01%0.01%Q4 2021Q1 20222
TRUST CO OF VERMONT 220.00%0.00%0.00%Q1 2024Q2 20242
TimeScale Financial, Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
Hurlow Wealth Management Group, Inc. 220.07%0.07%0.07%Q1 2024Q2 20242
Premier Path Wealth Partners, LLC 220.38%0.43%0.49%Q1 2024Q2 20242
Nilsine Partners, LLC 220.04%0.04%0.04%Q1 2024Q2 20242
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Portside Wealth Group, LLC 220.49%0.62%0.76%Q4 2023Q1 20242
TruNorth Capital Management, LLC 220.02%0.02%0.02%Q1 2024Q2 20242
Boyce & Associates Wealth Consulting, Inc. 220.43%0.45%0.46%Q1 2024Q2 20242
BALYASNY ASSET MANAGEMENT L.P. 220.00%0.01%0.01%Q4 2023Q1 20242
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 220.82%0.91%1.00%Q1 2024Q2 20242
Arete Wealth Advisors, LLC 220.16%0.18%0.21%Q4 2023Q1 20242
RITHOLTZ WEALTH MANAGEMENT 220.01%0.01%0.01%Q1 2024Q2 20242
Financial Engines Advisors L.L.C. 220.00%0.00%0.01%Q1 2024Q2 20242
NOTTINGHAM ADVISORS, INC. 220.71%1.02%1.32%Q1 2024Q2 20242
Tenon Financial LLC 220.24%0.25%0.26%Q1 2024Q2 20242
Newman Dignan & Sheerar, Inc. 220.07%0.08%0.08%Q1 2024Q2 20242
STEPHENS INC /AR/ 220.15%0.16%0.16%Q1 2024Q2 20242
CIBC Private Wealth Group LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Darden Wealth Group Inc 220.25%0.41%0.57%Q4 2023Q1 20242
Gradient Investments LLC 110.00%0.00%0.01%Q1 2021Q2 20242
BINGHAM OSBORN & SCARBOROUGH LLC 220.02%0.03%0.04%Q2 2021Q3 20212
PERSONAL CFO SOLUTIONS, LLC 220.22%0.22%0.23%Q1 2024Q2 20242
Legacy Financial Strategies, LLC 220.68%0.69%0.69%Q1 2024Q2 20242
FINANCIAL COUNSELORS INC 220.03%0.04%0.04%Q3 2023Q4 20232
MIDDLETON & CO INC/MA 220.03%0.04%0.05%Q1 2024Q2 20242
Baldwin Investment Management, LLC 220.06%0.06%0.06%Q1 2024Q2 20242
Abacus Wealth Partners, LLC 220.35%0.43%0.51%Q3 2021Q4 20212
NORDEN GROUP LLC 220.06%0.07%0.08%Q4 2023Q1 20242
Conrad Siegel Investment Advisors, Inc. 221.30%1.33%1.37%Q1 2024Q2 20242
ABLE Financial Group, LLC 223.45%3.54%3.63%Q1 2024Q2 20242
Fortune Financial Advisors, LLC 220.48%0.56%0.64%Q1 2024Q2 20242
Penserra Capital Management LLC 220.00%0.01%0.01%Q1 2021Q2 20212
Empowered Funds, LLC 220.50%0.98%1.47%Q1 2024Q2 20242
Apollon Financial, LLC 220.35%0.35%0.36%Q1 2024Q2 20242
Bullseye Investment Management, LLC 224.37%4.57%4.78%Q4 2022Q1 20232
Compass Ion Advisors, LLC 220.10%0.10%0.10%Q1 2024Q2 20242
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 220.02%0.02%0.02%Q1 2024Q2 20242
Foundations Investment Advisors, LLC 220.01%0.01%0.02%Q1 2024Q2 20242
Keystone Financial Group 220.04%0.04%0.04%Q4 2023Q1 20242
DOWLING & YAHNKE LLC 220.01%0.02%0.03%Q2 2022Q3 20222
Prime Capital Investment Advisors, LLC 220.00%0.70%1.39%Q1 2024Q2 20242
Financial Network Wealth Advisors LLC 220.76%0.79%0.81%Q4 2023Q1 20242
THRIVENT FINANCIAL FOR LUTHERANS 110.01%0.01%0.01%Q4 2023Q2 20242
Parallel Advisors, LLC 220.02%0.02%0.02%Q1 2024Q2 20242
FirstPurpose Wealth LLC 220.18%0.19%0.20%Q4 2023Q1 20242
Sequent Asset Management, LLC 221.02%1.07%1.11%Q1 2024Q2 20242
CHURCHILL MANAGEMENT Corp 222.33%2.44%2.56%Q1 2024Q2 20242
Fortitude Family Office, LLC 220.02%0.03%0.03%Q4 2023Q1 20242
Brainard Capital Management LLC 227.69%7.98%8.26%Q4 2022Q1 20232
PFG Investments, LLC 220.01%0.02%0.02%Q1 2024Q2 20242
INSIGNEO ADVISORY SERVICES, LLC 220.03%0.04%0.06%Q1 2024Q2 20242
Fisher Asset Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20242
White Pine Investment CO 221.40%1.43%1.46%Q1 2024Q2 20242
Farmers & Merchants Trust Co of Long Beach 220.07%0.07%0.07%Q1 2024Q2 20242
Activest Wealth Management 220.00%0.00%0.00%Q1 2024Q2 20242
NORTHERN TRUST CORP 110.00%0.00%0.00%Q1 2023Q2 20242
Hochman Cole Investment Advisors, Inc. 220.12%0.24%0.36%Q2 2021Q3 20212
Independent Advisor Alliance 220.05%0.06%0.06%Q1 2024Q2 20242
Envestnet Portfolio Solutions, Inc. 220.00%0.00%0.00%Q1 2024Q2 20242
3EDGE Asset Management, LP 228.08%8.10%8.13%Q4 2023Q1 20242
Cascade Financial Partners, LLC 220.23%0.24%0.26%Q1 2024Q2 20242
Core Wealth Advisors, Inc. 222.11%2.20%2.30%Q1 2024Q2 20242
Walleye Capital LLC 110.00%0.01%0.02%Q2 2022Q1 20232
Navis Wealth Advisors, LLC 220.54%0.56%0.57%Q1 2024Q2 20242
Plante Moran Financial Advisors, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
J.W. COLE ADVISORS, INC. 220.01%0.01%0.01%Q1 2024Q2 20242
Team Financial Group, LLC 220.02%0.02%0.02%Q3 2023Q4 20232
Matrix Trust Co 220.06%0.06%0.06%Q4 2023Q1 20242
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 220.53%0.55%0.57%Q1 2024Q2 20242
55I, LLC 220.02%0.02%0.02%Q2 2022Q3 20222
UMB Bank, n.a. 110.00%0.00%0.00%Q3 2023Q2 20242
Advisor OS, LLC 221.56%1.66%1.74%Q1 2024Q2 20242
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q1 2023Q1 20242
Bare Financial Services, Inc 221.53%4.61%7.68%Q1 2024Q2 20242
Capital Square, LLC 220.87%0.89%0.92%Q1 2024Q2 20242
QUADRANT CAPITAL GROUP LLC 220.00%0.00%0.00%Q1 2024Q2 20242
KPP Advisory Services LLC 110.48%0.84%1.19%Q3 2023Q1 20242
Towneley Capital Management, Inc / DE 220.06%1.58%3.10%Q1 2024Q2 20242
Essex Savings Bank 110.06%0.06%0.06%Q2 2024Q2 20241
Ashton Thomas Private Wealth, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
DIVERSIFY WEALTH MANAGEMENT, LLC 110.08%0.08%0.08%Q2 2024Q2 20241
Safeguard Financial, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Virginia National Bank 111.06%1.06%1.06%Q3 2023Q3 20231
Argent Trust Co 110.01%0.01%0.01%Q2 2024Q2 20241
FIDELITY D & D BANCORP INC 111.40%1.40%1.40%Q2 2024Q2 20241
Octavia Wealth Advisors, LLC 110.12%0.12%0.12%Q4 2023Q4 20231
Encompass More Asset Management 110.67%0.67%0.67%Q4 2023Q4 20231
Life Planning Partners, Inc 110.03%0.03%0.03%Q4 2023Q4 20231
Fort Vancouver Investment Management, LLC 119.78%9.78%9.78%Q2 2024Q2 20241
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q3 2019Q3 20191
DHK Financial Advisors, Inc. 110.46%0.46%0.46%Q2 2024Q2 20241
&PARTNERS 110.33%0.33%0.33%Q2 2024Q2 20241
Carr Financial Group Corp 111.49%1.49%1.49%Q2 2024Q2 20241
TRANSCEND CAPITAL ADVISORS, LLC 110.15%0.15%0.15%Q2 2024Q2 20241
Caitlin John, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Litman Gregory Wealth Management LLC 1116.82%16.82%16.82%Q1 2023Q1 20231
BELLEVUE ASSET MANAGEMENT, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
Heritage Financial Services, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Quadcap Wealth Management, LLC 110.14%0.14%0.14%Q2 2024Q2 20241
Tandem Wealth Advisors LLC 110.01%0.01%0.01%Q4 2023Q4 20231
SWAN Capital LLC 110.02%0.02%0.02%Q2 2024Q2 20241
Jackson Wealth Management, LLC 112.12%2.12%2.12%Q4 2022Q4 20221
Diversify Advisory Services, LLC 110.05%0.05%0.05%Q1 2024Q1 20241
Resurgent Financial Advisors LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Stratos Wealth Advisors, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
REDMONT WEALTH ADVISORS LLC 110.47%0.47%0.47%Q2 2024Q2 20241
GoalVest Advisory LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CoreCap Advisors, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Strategic Financial Concepts, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
BRASS TAX WEALTH MANAGEMENT, INC 113.62%3.62%3.62%Q2 2024Q2 20241
Beacon Capital Management, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Prosperity Consulting Group, LLC 110.36%0.36%0.36%Q1 2024Q1 20241
Destiny Wealth Partners, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Brinker Capital Investments, LLC 110.28%0.28%0.28%Q4 2022Q4 20221
Scissortail Wealth Management, LLC 110.73%0.73%0.73%Q4 2023Q4 20231
Smartleaf Asset Management LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Caprock Group, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
FURE FINANCIAL CORP 111.59%1.59%1.59%Q3 2022Q3 20221
Able Wealth Management LLC 110.94%0.94%0.94%Q4 2023Q4 20231
EVERGREEN CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q2 2024Q2 20241
Congress Wealth Management LLC / DE / 110.01%0.01%0.01%Q2 2024Q2 20241
Clearview Wealth Advisors LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Armbruster Capital Management, Inc. 110.18%0.18%0.18%Q2 2024Q2 20241
CAHILL FINANCIAL ADVISORS INC 110.07%0.07%0.07%Q1 2023Q1 20231
Prosperity Financial Group, Inc. 110.82%0.82%0.82%Q1 2023Q1 20231
McIlrath & Eck, LLC 110.53%0.53%0.53%Q2 2024Q2 20241
Birchcreek Wealth Management, LLC 110.18%0.18%0.18%Q2 2024Q2 20241
VisionPoint Advisory Group, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
WEDBUSH SECURITIES INC 110.02%0.02%0.02%Q2 2024Q2 20241
DFPG INVESTMENTS, LLC 110.04%0.04%0.04%Q4 2023Q4 20231
HANTZ FINANCIAL SERVICES, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
Simplicity Wealth,LLC 110.02%0.02%0.02%Q2 2024Q2 20241
ATWOOD & PALMER INC 110.00%0.00%0.00%Q2 2024Q2 20241
EisnerAmper Wealth Management Corporate Benefits, LLC 111.03%1.03%1.03%Q4 2023Q4 20231
Mowery & Schoenfeld Wealth Management, LLC 110.54%0.54%0.54%Q4 2023Q4 20231
N.E.W. Advisory Services LLC 111.55%1.55%1.55%Q2 2024Q2 20241
FWL INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Palisade Asset Management, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Y-Intercept (Hong Kong) Ltd 110.09%0.09%0.09%Q1 2022Q1 20221
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
Creekmur Asset Management LLC 110.02%0.02%0.02%Q2 2024Q2 20241
ExodusPoint Capital Management, LP 110.00%0.00%0.00%Q2 2021Q2 20211
Alpha Cubed Investments, LLC 110.01%0.01%0.01%Q1 2024Q1 20241
Watts Gwilliam & Co., LLC 112.16%2.16%2.16%Q1 2024Q1 20241
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q2 2023Q2 20231
Anfield Capital Management, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Cresset Asset Management, LLC 110.04%0.04%0.04%Q2 2024Q2 20241
Kings Path Partners LLC 110.33%0.33%0.33%Q2 2024Q2 20241
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q1 2024Q1 20241
L & S Advisors Inc 110.08%0.08%0.08%Q1 2023Q1 20231
WFA of San Diego, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Ballentine Partners, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Sequoia Financial Advisors, LLC 110.06%0.06%0.06%Q2 2024Q2 20241
CITIZENS FINANCIAL GROUP INC/RI 110.01%0.01%0.01%Q2 2024Q2 20241
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q4 2023Q4 20231
AQR Capital Management 110.00%0.00%0.00%Q2 2024Q2 20241
Tactive Advisors, LLC 110.19%0.19%0.19%Q1 2024Q1 20241
GUIDANCE CAPITAL, INC 110.29%0.29%0.29%Q2 2024Q2 20241
USCA RIA LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Align Wealth Management, LLC 110.10%0.10%0.10%Q4 2022Q4 20221
MidWestOne Financial Group, Inc. 110.06%0.06%0.06%Q2 2024Q2 20241
Ardent Capital Management, Inc. 110.08%0.08%0.08%Q3 2022Q3 20221
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Fortress Wealth Management, Inc. 110.20%0.20%0.20%Q2 2022Q2 20221
Trust Point Inc. 110.02%0.02%0.02%Q1 2024Q1 20241
GTS SECURITIES LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Trifecta Capital Advisors, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Truvestments Capital LLC 110.04%0.04%0.04%Q4 2022Q4 20221
KING LUTHER CAPITAL MANAGEMENT CORP 110.00%0.00%0.00%Q2 2024Q2 20241
ALBION FINANCIAL GROUP /UT 110.04%0.04%0.04%Q4 2021Q4 20211
Harbor Group, Inc. 110.65%0.65%0.65%Q2 2024Q2 20241
Operose Advisors LLC 110.00%0.00%0.00%Q2 2024Q2 20241
AMERIPRISE FINANCIAL INC 110.01%0.01%0.01%Q2 2024Q2 20241
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Carroll Financial Associates, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
NAPA WEALTH MANAGEMENT 110.45%0.45%0.45%Q2 2024Q2 20241
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q1 2023Q1 20231
Wallace Advisory Group, LLC 111.65%1.65%1.65%Q1 2024Q1 20241
Telos Capital Management, Inc. 110.34%0.34%0.34%Q2 2024Q2 20241
Cornerstone Advisory, LLC 110.10%0.10%0.10%Q2 2024Q2 20241
CNB Bank 110.01%0.01%0.01%Q2 2024Q2 20241
Black Swift Group, LLC 110.20%0.20%0.20%Q2 2024Q2 20241
GAMMA Investing LLC 110.00%0.00%0.00%Q2 2024Q2 20241
CROSSPOINT FINANCIAL, LLC 111.34%1.34%1.34%Q2 2024Q2 20241
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.