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. 17170.00%0.01%0.07%Q3 2019Q3 202317
Sterneck Capital Management, LLC 17171.20%1.84%2.46%Q3 2019Q3 202317
Moisand Fitzgerald Tamayo, LLC 16160.02%3.37%8.31%Q4 2019Q3 202316
WEST PACES ADVISORS INC. 16160.01%0.01%0.01%Q4 2019Q3 202316
AMERICAN CENTURY COMPANIES INC 16160.02%0.03%0.03%Q4 2019Q3 202316
Versant Capital Management, Inc 16160.43%0.64%0.75%Q1 2020Q4 202316
Plancorp, LLC 16160.89%1.94%2.99%Q4 2019Q3 202316
HighTower Advisors, LLC 15150.00%0.05%0.12%Q1 2020Q3 202315
Wealth Architects, LLC 15150.19%0.81%1.84%Q1 2020Q3 202315
Evensky & Katz LLC 870.01%1.93%5.91%Q4 2019Q3 202315
PrairieView Partners, LLC 15150.01%2.57%3.47%Q1 2020Q3 202315
Truepoint, Inc. 15150.13%4.12%8.12%Q1 2020Q3 202315
BUCKINGHAM STRATEGIC WEALTH, LLC 15150.19%0.52%1.75%Q1 2020Q3 202315
AE Wealth Management LLC 15150.06%0.10%0.12%Q1 2020Q3 202315
SAGE RHINO CAPITAL LLC 15153.00%3.34%3.61%Q1 2020Q3 202315
Merriman Wealth Management, LLC 15150.10%9.31%14.57%Q1 2020Q3 202315
COMMONWEALTH EQUITY SERVICES, LLC 15150.00%0.05%0.12%Q1 2020Q3 202315
ROYAL BANK OF CANADA 15150.00%0.00%0.01%Q1 2020Q3 202315
Unison Advisors LLC 141410.19%19.43%31.79%Q2 2020Q3 202314
Marquette Asset Management, LLC 14140.00%4.87%7.59%Q2 2020Q3 202314
Raymond James Financial Services Advisors, Inc. 13130.00%0.02%0.06%Q3 2020Q3 202313
Klingman & Associates, LLC 13130.05%0.06%0.07%Q3 2020Q3 202313
Perigon Wealth Management, LLC 1210.01%0.15%0.34%Q3 2011Q3 202313
TCI Wealth Advisors, Inc. 13130.01%4.94%7.22%Q3 2020Q3 202313
USAdvisors Wealth Management, LLC 13130.05%0.85%2.06%Q3 2020Q3 202313
ENVESTNET ASSET MANAGEMENT INC 12120.00%0.01%0.01%Q4 2020Q3 202312
Centennial Wealth Advisory LLC 12120.36%0.64%0.86%Q4 2020Q3 202312
NORTHWEST WEALTH MANAGEMENT, LLC 12120.17%0.99%2.75%Q4 2020Q3 202312
SOUNDMARK WEALTH MANAGEMENT, LLC 12121.81%3.96%9.06%Q4 2020Q3 202312
OSAIC HOLDINGS, INC. 12120.00%0.01%0.03%Q4 2020Q3 202312
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 12120.00%0.06%0.13%Q4 2020Q3 202312
Carlson Capital Management 12120.72%2.53%4.00%Q4 2020Q3 202312
Citadel Advisors 310.00%0.00%0.00%Q3 2020Q3 202312
SUSQUEHANNA INTERNATIONAL GROUP, LLP 12120.00%0.00%0.00%Q2 2020Q1 202312
Creative Planning 12120.03%0.25%0.53%Q4 2020Q3 202312
Mraz, Amerine & Associates, Inc. 12120.20%1.79%2.65%Q4 2020Q3 202312
Cornerstone Management, Inc. 12120.18%0.49%0.68%Q4 2020Q3 202312
Truadvice, LLC 12120.10%0.27%0.52%Q4 2020Q3 202312
Prosperity Planning, Inc. 12120.63%0.78%1.05%Q4 2020Q3 202312
OPPENHEIMER & CO INC 12120.01%0.01%0.01%Q4 2020Q3 202312
MORGAN STANLEY 12120.00%0.00%0.01%Q4 2020Q3 202312
Chicago Partners Investment Group LLC 12120.06%0.34%0.65%Q4 2020Q3 202312
BANK OF AMERICA CORP /DE/ 910.00%0.00%0.01%Q3 2019Q3 202311
Gradient Capital Advisors, LLC 11110.36%0.58%0.89%Q1 2021Q3 202311
Larson Financial Group LLC 11110.00%0.04%0.10%Q1 2021Q3 202311
MML INVESTORS SERVICES, LLC 920.01%0.03%0.05%Q4 2020Q3 202311
RAYMOND JAMES TRUST N.A. 11110.01%0.01%0.01%Q1 2021Q3 202311
CPWM, LLC 11110.57%1.12%1.63%Q1 2020Q3 202211
Mutual Advisors, LLC 11110.02%0.06%0.09%Q1 2021Q3 202311
Integrated Wealth Concepts LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
COWA, LLC 11110.73%3.24%5.51%Q1 2021Q3 202311
Foster Group, Inc. 11110.05%0.44%0.71%Q1 2021Q3 202311
Stewardship Advisors, LLC 11110.28%1.55%2.66%Q1 2021Q3 202311
B&D White Capital Company, LLC 11111.33%4.46%7.23%Q1 2021Q3 202311
WMS Partners, LLC 11110.06%1.19%3.75%Q1 2021Q3 202311
LPL Financial LLC 11110.01%0.05%0.12%Q1 2021Q3 202311
SYNOVUS FINANCIAL CORP 11110.00%0.01%0.01%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
Cambridge Investment Research Advisors, Inc. 11110.00%0.02%0.05%Q1 2021Q3 202311
BALDWIN BROTHERS LLC/MA 11110.00%0.00%0.00%Q2 2021Q4 202311
Tortoise Investment Management, LLC 11110.01%0.23%0.42%Q1 2021Q3 202311
MERCER GLOBAL ADVISORS INC /ADV 11110.00%0.01%0.02%Q1 2021Q3 202311
SNS Financial Group, LLC 11110.94%1.36%1.84%Q1 2021Q3 202311
Allworth Financial LP 11110.06%0.15%0.32%Q1 2021Q3 202311
Apella Capital, LLC 730.17%0.26%0.41%Q2 2021Q4 202310
Oakwell Private Wealth Management, LLC 10100.40%3.61%4.43%Q2 2021Q3 202310
SOL Capital Management CO 10100.05%0.19%0.34%Q2 2021Q3 202310
BENJAMIN F. EDWARDS & COMPANY, INC. 10100.00%0.01%0.01%Q2 2021Q3 202310
SENTINEL PENSION ADVISORS INC 10100.33%0.41%0.49%Q2 2021Q3 202310
Annapolis Financial Services, LLC 10100.01%0.30%0.67%Q2 2021Q3 202310
Joseph P. Lucia & Associates, LLC 10100.13%0.50%0.83%Q2 2021Q3 202310
WEBSTERROGERS FINANCIAL ADVISORS, LLC 10100.11%0.76%1.48%Q4 2020Q1 202310
RAYMOND JAMES & ASSOCIATES 10100.00%0.01%0.02%Q2 2021Q3 202310
TruWealth Advisors, LLC 10101.49%1.99%2.29%Q2 2021Q3 202310
Lindbrook Capital, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
IEQ CAPITAL, LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
WELLS FARGO & COMPANY/MN 10100.00%0.00%0.01%Q2 2021Q3 202310
Hill Investment Group Partners, LLC 10101.32%4.86%7.82%Q2 2021Q3 202310
Financial Partners Group, Inc 10101.42%2.21%2.86%Q2 2021Q3 202310
Sigma Planning Corp 10100.01%0.14%0.31%Q2 2021Q3 202310
CWA Asset Management Group, LLC 10100.02%0.04%0.06%Q2 2021Q3 202310
Advisory Services Network, LLC 10100.01%0.07%0.14%Q2 2021Q3 202310
Aprio Wealth Management, LLC 10100.76%3.57%7.05%Q2 2021Q3 202310
V Wealth Advisors LLC 10100.04%0.61%0.98%Q1 2021Q2 202310
IHT Wealth Management, LLC 10100.12%0.38%1.24%Q2 2021Q3 202310
Great Point Wealth Advisors, LLC 10101.24%2.09%2.86%Q2 2021Q3 202310
J.P. Morgan Private Wealth Advisors LLC 10100.00%0.04%0.10%Q2 2021Q3 202310
CAPTRUST FINANCIAL ADVISORS 10100.00%0.00%0.01%Q2 2021Q3 202310
Asset Dedication, LLC 990.00%0.09%0.14%Q3 2021Q3 20239
STIFEL FINANCIAL CORP 990.00%0.00%0.01%Q3 2021Q3 20239
US BANCORP \DE\ 990.00%0.00%0.00%Q3 2021Q3 20239
FIRST NATIONAL BANK SIOUX FALLS 990.68%1.31%2.08%Q3 2021Q3 20239
HARBOUR INVESTMENTS, INC. 630.00%0.01%0.01%Q2 2021Q3 20239
McLean Asset Management Corp 990.16%0.32%0.52%Q4 2021Q4 20239
LIBERTY WEALTH MANAGEMENT LLC 630.01%0.08%0.10%Q2 2021Q3 20239
IFP Advisors, Inc 990.04%0.06%0.13%Q3 2021Q3 20239
Lloyd Advisory Services, LLC. 990.02%0.04%0.06%Q1 2020Q1 20229
JNBA Financial Advisors 990.02%0.19%0.50%Q3 2021Q3 20239
Global Trust Asset Management, LLC 810.04%0.13%0.15%Q4 2019Q3 20239
Herold Advisors, Inc. 990.11%0.18%0.24%Q3 2021Q3 20239
CreativeOne Wealth, LLC 990.02%0.02%0.03%Q2 2021Q2 20239
Steward Partners Investment Advisory, LLC 990.02%0.07%0.29%Q3 2021Q3 20239
FMR LLC 630.00%0.00%0.00%Q1 2021Q3 20239
CVA Family Office, LLC 810.00%0.59%0.91%Q2 2021Q3 20239
Betterment LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Cornerstone Wealth Management, LLC 630.08%0.16%0.22%Q2 2021Q3 20239
U.S. Capital Wealth Advisors, LLC 990.01%0.04%0.07%Q3 2021Q3 20239
IAM Advisory, LLC 991.89%2.26%3.00%Q3 2021Q3 20239
BOKF, NA 310.01%0.01%0.02%Q4 2019Q3 20238
EP Wealth Advisors, LLC 880.15%0.23%0.35%Q4 2021Q3 20238
FIRST MANHATTAN CO. LLC. 880.01%0.01%0.01%Q4 2021Q3 20238
Stratos Wealth Partners, LTD. 880.05%0.08%0.10%Q4 2021Q3 20238
GRAND WEALTH MANAGEMENT, LLC 880.01%0.11%0.17%Q4 2021Q3 20238
Level Financial Advisors 880.01%0.67%1.47%Q4 2021Q3 20238
CRA Financial Services, LLC 880.08%0.21%0.33%Q4 2021Q3 20238
Intelligent Financial Strategies 880.02%2.32%5.08%Q4 2021Q3 20238
AVANTAX ADVISORY SERVICES, INC. 530.01%0.01%0.01%Q3 2021Q3 20238
Krilogy Financial LLC 880.05%0.98%2.40%Q4 2021Q3 20238
MAI Capital Management 880.00%0.01%0.02%Q4 2021Q3 20238
JOURNEY STRATEGIC WEALTH LLC 880.02%0.05%0.09%Q4 2021Q3 20238
Mayfair Advisory Group, LLC 880.36%0.67%1.22%Q4 2021Q3 20238
JACKSON THORNTON ASSET MANAGEMENT, LLC 880.12%0.34%0.42%Q4 2021Q3 20238
Midwest Heritage Bank, FSB 883.01%3.31%3.53%Q4 2021Q3 20238
Stegent Equity Advisors, Inc. 881.76%2.11%2.39%Q4 2021Q3 20238
Annex Advisory Services, LLC 883.28%4.75%5.81%Q4 2021Q3 20238
Facet Wealth, Inc. 880.02%0.18%0.41%Q4 2021Q3 20238
Greenwich Wealth Management LLC 880.02%0.43%0.68%Q4 2021Q3 20238
BCR Wealth Strategies, LLC 880.22%0.25%0.29%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 881.16%3.97%5.57%Q4 2021Q3 20238
ML & R WEALTH MANAGEMENT LLC 880.11%0.46%0.77%Q4 2021Q3 20238
SFG Wealth Management, LLC. 880.36%4.31%7.52%Q4 2021Q3 20238
CAPITAL PERFORMANCE ADVISORS LLP 881.20%1.41%1.76%Q4 2021Q3 20238
Venturi Wealth Management, LLC 410.02%0.62%1.03%Q1 2021Q3 20238
Tranquility Partners, LLC 880.10%0.57%0.88%Q4 2021Q3 20238
All Season Financial Advisors, Inc. 880.19%0.44%0.68%Q4 2021Q3 20238
Apeiron RIA LLC 880.16%2.31%3.19%Q4 2021Q3 20238
PCG Wealth Advisors, LLC 880.21%0.54%1.01%Q4 2021Q3 20238
Parcion Private Wealth LLC 883.47%3.98%4.65%Q4 2021Q3 20238
Avestar Capital, LLC 880.41%1.17%1.95%Q2 2021Q1 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Strategic Blueprint, LLC 880.08%0.64%0.86%Q4 2021Q3 20238
BAYSHORE ASSET MANAGEMENT, LLC 880.25%2.10%2.98%Q4 2021Q3 20238
Capital Wealth Alliance, LLC 880.12%0.58%0.89%Q4 2021Q3 20238
SAX WEALTH ADVISORS, LLC 880.06%0.71%0.98%Q4 2021Q3 20238
Waterfront Wealth Inc. 880.71%0.87%1.07%Q4 2021Q3 20238
WorthPointe, LLC 880.84%1.93%2.47%Q4 2021Q3 20238
Stone Point Wealth LLC 880.64%1.28%1.90%Q4 2021Q3 20238
WMG Financial Advisors, LLC 884.08%6.74%11.40%Q4 2021Q3 20238
Grant/GrossMendelsohn, LLC 620.14%0.43%0.87%Q3 2021Q3 20238
Austin Asset Management Co Inc 880.74%1.43%2.57%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.35%0.54%0.98%Q4 2021Q3 20238
Peterson Financial Group, Inc. 880.34%0.41%0.70%Q4 2021Q3 20238
NCM Capital Management, LLC 880.71%1.83%2.80%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.07%0.15%0.34%Q4 2021Q3 20238
SC&H Financial Advisors, Inc. 881.12%1.33%1.89%Q4 2021Q3 20238
PARK AVENUE SECURITIES LLC 880.01%0.04%0.07%Q4 2021Q3 20238
Henrickson Nauta Wealth Advisors, Inc. 884.86%5.98%6.72%Q4 2021Q3 20238
Diversified Portfolios, Inc. 880.10%0.16%0.25%Q4 2021Q3 20238
Silicon Hills Wealth Management, LLC 880.53%3.57%5.31%Q3 2021Q2 20238
Rockwood Wealth Management, LLC 880.21%0.36%0.79%Q4 2021Q3 20238
RVW Wealth, LLC 880.05%0.90%2.40%Q1 2022Q4 20238
Lauterbach Financial Advisors, LLC 880.77%0.83%0.91%Q4 2021Q3 20238
NWAM LLC 770.05%0.37%0.82%Q1 2022Q3 20237
SJS Investment Consulting Inc. 520.01%0.01%0.01%Q4 2021Q3 20237
Atria Wealth Solutions, Inc. 770.02%0.02%0.02%Q1 2022Q3 20237
Mattern Wealth Management LLC 770.16%1.08%1.83%Q1 2022Q3 20237
Capasso Planning Partners LLC 770.14%0.22%0.30%Q1 2022Q3 20237
Aspire Capital Advisors LLC 771.48%1.83%2.75%Q1 2022Q3 20237
Private Advisor Group, LLC 770.00%0.08%0.18%Q1 2022Q3 20237
CWM, LLC 770.00%0.01%0.06%Q1 2022Q3 20237
Wealthcare Advisory Partners LLC 410.01%0.07%0.15%Q1 2021Q3 20237
RFG Advisory, LLC 770.30%0.32%0.33%Q1 2022Q3 20237
SATOVSKY ASSET MANAGEMENT LLC 770.63%15.97%22.08%Q1 2022Q3 20237
FLAGSHIP HARBOR ADVISORS, LLC 770.05%0.08%0.12%Q1 2022Q3 20237
MFA WEALTH ADVISORS, LLC 773.62%4.10%4.42%Q1 2022Q3 20237
Renaissance Technologies 410.00%0.00%0.00%Q3 2021Q3 20237
Global Retirement Partners, LLC 770.06%0.10%0.18%Q1 2022Q3 20237
Greenspring Advisors, LLC 770.07%0.34%0.69%Q1 2022Q3 20237
FIRST FINANCIAL CORP /IN/ 770.18%0.62%0.80%Q1 2022Q3 20237
FIFTH THIRD BANCORP 770.00%0.00%0.00%Q4 2021Q2 20237
Cerro Pacific Wealth Advisors LLC 770.63%2.40%4.81%Q3 2021Q1 20237
Wealthfront Advisers LLC 770.00%0.00%0.01%Q1 2022Q3 20237
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 770.01%0.03%0.08%Q1 2022Q3 20237
Vivaldi Capital Management LP 770.13%0.20%0.30%Q1 2022Q3 20237
Baldrige Asset Management LLC 770.00%0.06%0.10%Q3 2021Q1 20237
Canvas Wealth Advisors, LLC 770.16%0.33%0.54%Q1 2022Q3 20237
UBS Group AG 410.00%0.00%0.01%Q4 2019Q3 20237
Gerber Kawasaki Wealth & Investment Management 770.05%0.08%0.10%Q1 2022Q3 20237
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.51%0.95%1.47%Q1 2022Q3 20237
COLLECTIVE FAMILY OFFICE LLC 770.88%1.72%2.61%Q1 2022Q3 20237
ARQ WEALTH ADVISORS, LLC 772.36%4.06%5.24%Q1 2022Q3 20237
GREENUP STREET WEALTH MANAGEMENT LLC 660.74%1.05%1.47%Q2 2022Q3 20236
Stephens Consulting, LLC 660.10%3.78%6.07%Q2 2022Q3 20236
Day & Ennis, LLC 660.40%0.43%0.45%Q2 2022Q3 20236
Mariner, LLC 660.00%0.02%0.04%Q2 2022Q3 20236
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 510.08%2.93%4.65%Q2 2021Q3 20236
CASTLE WEALTH MANAGEMENT LLC 661.69%2.56%3.39%Q2 2022Q3 20236
PATHSTONE FAMILY OFFICE, LLC 660.02%0.12%0.50%Q2 2022Q3 20236
SHEETS SMITH WEALTH MANAGEMENT 660.04%0.07%0.11%Q2 2022Q3 20236
ERn Financial, LLC 660.51%0.59%0.66%Q2 2022Q3 20236
LIBRA WEALTH LLC 660.04%1.04%2.08%Q2 2022Q3 20236
NewEdge Advisors, LLC 660.00%0.01%0.01%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.02%0.04%0.05%Q2 2022Q3 20236
Seaside Wealth Management, Inc. 660.22%0.27%0.34%Q2 2022Q3 20236
COMMERCE BANK 660.00%0.00%0.00%Q2 2022Q3 20236
JANE STREET GROUP, LLC 210.00%0.00%0.00%Q2 2021Q3 20236
Belvedere Trading LLC 220.00%0.01%0.02%Q1 2023Q2 20236
Kolinsky Wealth Management, LLC 661.35%1.73%1.85%Q2 2022Q3 20236
LEAVELL INVESTMENT MANAGEMENT, INC. 660.02%0.02%0.02%Q2 2022Q3 20236
Addison Advisors LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Waypoint Capital Advisors, LLC 661.78%2.13%2.86%Q2 2022Q3 20236
Financial Futures Ltd Liability Co. 662.94%4.03%5.23%Q2 2022Q3 20236
Waverly Advisors, LLC 660.49%1.12%1.92%Q2 2022Q3 20236
Nova R Wealth, Inc. 660.42%0.56%0.63%Q2 2022Q3 20236
Bank of New York Mellon Corp 660.00%0.00%0.00%Q2 2022Q3 20236
JPMORGAN CHASE & CO 510.00%0.00%0.00%Q3 2019Q3 20236
WIPFLI FINANCIAL ADVISORS LLC, 665.40%8.62%9.96%Q2 2021Q3 20226
Passive Capital Management, LLC. 661.70%2.02%2.29%Q4 2021Q1 20236
New Millennium Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Tower Research Capital LLC (TRC) 330.00%0.00%0.01%Q1 2022Q3 20236
EATON VANCE MANAGEMENT 660.00%0.01%0.03%Q4 2020Q1 20226
GREAT VALLEY ADVISOR GROUP, INC. 660.10%0.34%0.45%Q2 2022Q3 20236
TCG Advisory Services, LLC 661.16%1.39%1.67%Q2 2022Q3 20236
Quantum Financial Advisors, LLC 662.26%2.84%3.94%Q2 2022Q3 20236
Brickley Wealth Management 420.06%0.07%0.07%Q1 2022Q3 20236
Highland Financial Advisors, LLC 663.61%3.85%4.03%Q2 2022Q3 20236
Bull Oak Capital, LLC 667.75%14.13%22.09%Q2 2022Q3 20236
Parkside Financial Bank & Trust 660.01%0.02%0.06%Q2 2022Q3 20236
Integrated Advisors Network LLC 660.03%0.04%0.04%Q2 2022Q3 20236
Windsor Wealth Management, Inc. 661.20%2.80%3.97%Q2 2022Q3 20236
Wedmont Private Capital 660.05%0.21%0.31%Q2 2022Q3 20236
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 660.35%0.56%0.65%Q2 2022Q3 20236
Dynamic Advisor Solutions LLC 660.06%0.06%0.08%Q2 2022Q3 20236
STOCK YARDS BANK & TRUST CO 660.27%0.34%0.38%Q2 2022Q3 20236
Klaas Financial Asset Advisors, LLC 662.45%2.75%2.95%Q2 2022Q3 20236
LexAurum Advisors, LLC 660.27%0.55%0.80%Q2 2022Q3 20236
JANICZEK WEALTH MANAGEMENT, LLC 660.00%0.05%0.15%Q2 2022Q3 20236
Clarus Group, Inc. 553.46%4.21%4.96%Q3 2022Q3 20235
OAKWOOD CAPITAL MANAGEMENT LLC/CA 551.65%1.77%1.97%Q2 2020Q2 20215
Prospera Financial Services Inc 550.02%0.03%0.04%Q1 2022Q1 20235
Almanack Investment Partners, LLC. 550.05%0.15%0.25%Q3 2022Q3 20235
Sowell Financial Services LLC 550.00%0.00%0.00%Q1 2020Q1 20215
GOLDMAN SACHS GROUP INC 310.00%0.00%0.00%Q3 2021Q3 20235
Cetera Investment Advisers 410.00%0.01%0.01%Q2 2022Q3 20235
Bridge Advisory, LLC 550.54%0.58%0.60%Q3 2022Q3 20235
BigSur Wealth Management LLC 550.40%0.45%0.52%Q3 2022Q3 20235
Traverso Chambers Private Wealth Management, LLC 551.75%1.82%1.87%Q3 2022Q3 20235
TRIAD FINANCIAL ADVISORS, INC. 550.24%0.26%0.31%Q4 2021Q4 20225
Geneos Wealth Management Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
RiverTree Advisors, LLC 551.42%3.24%6.03%Q1 2022Q1 20235
Synergy Asset Management, LLC 550.05%1.10%2.92%Q4 2020Q4 20215
Stillwater Investment Management, LLC 550.06%0.07%0.07%Q1 2022Q1 20235
Tower Wealth Partners, Inc. 557.38%7.92%8.37%Q3 2022Q3 20235
Cerity Partners LLC 550.00%0.01%0.02%Q4 2021Q4 20225
SILVER OAK SECURITIES, INCORPORATED 550.02%0.16%0.27%Q3 2022Q3 20235
Modera Wealth Management, LLC 320.01%0.01%0.01%Q4 2021Q3 20235
Lutz Financial Services LLC 550.16%0.30%0.40%Q3 2022Q3 20235
Total Wealth Planning, LLC 550.09%0.27%0.33%Q3 2022Q3 20235
JRM Investment Counsel, LLC 553.63%5.21%6.30%Q3 2022Q3 20235
TRUIST FINANCIAL CORP 550.00%0.00%0.01%Q3 2022Q3 20235
Echo Wealth Management, LLC 551.28%3.60%4.51%Q3 2022Q3 20235
SG Americas Securities, LLC 550.01%0.01%0.02%Q3 2019Q3 20205
INNEALTA CAPITAL, LLC 550.54%1.39%2.63%Q1 2021Q1 20225
Trilogy Capital Inc. 550.03%0.06%0.11%Q3 2022Q3 20235
Continuum Advisory, LLC 550.81%0.94%0.99%Q3 2022Q3 20235
Kingsview Wealth Management, LLC 410.01%0.08%0.12%Q4 2021Q1 20235
ADVISOR PARTNERS II, LLC 550.01%0.02%0.03%Q3 2022Q3 20235
Willow Creek Wealth Management Inc. 550.69%0.74%0.81%Q3 2022Q3 20235
OneDigital Investment Advisors LLC 550.02%0.11%0.16%Q3 2022Q3 20235
Symphony Financial, Ltd. Co. 551.50%2.43%3.85%Q3 2022Q3 20235
Index Fund Advisors, Inc. 320.01%0.02%0.03%Q2 2022Q3 20235
Relative Value Partners Group, LLC 550.06%1.41%2.14%Q3 2022Q3 20235
CoreFirst Bank & Trust 550.08%0.87%1.83%Q3 2022Q3 20235
SIGNET FINANCIAL MANAGEMENT, LLC 310.03%0.04%0.05%Q4 2021Q3 20234
Flagstone Financial Management 444.95%5.04%5.16%Q4 2022Q3 20234
MGO ONE SEVEN LLC 440.04%0.06%0.09%Q4 2022Q3 20234
Seed Wealth Management, Inc. 443.65%3.90%4.23%Q4 2022Q3 20234
Simplicity Solutions, LLC 440.07%0.11%0.14%Q1 2020Q4 20204
Atlas Wealth LLC 440.07%0.10%0.16%Q4 2022Q3 20234
Meritas Wealth Management, LLC 443.16%3.35%3.68%Q4 2022Q3 20234
Fortis Capital Management LLC 440.42%0.48%0.59%Q4 2022Q3 20234
Creative Capital Management Investments LLC 4414.71%15.61%17.03%Q4 2022Q3 20234
Drake & Associates, LLC 443.33%3.42%3.53%Q4 2022Q3 20234
MORRIS FINANCIAL CONCEPTS, INC. 440.01%0.01%0.01%Q4 2022Q3 20234
Cornell Pochily Investment Advisors, Inc. 440.10%0.23%0.30%Q4 2022Q3 20234
Falcon Wealth Planning 444.69%4.98%5.30%Q4 2022Q3 20234
KWB Wealth 440.08%0.13%0.18%Q4 2022Q3 20234
Cardinal Point Wealth Management Partners, LLC 440.22%0.36%0.43%Q4 2021Q3 20224
True Wealth Design, LLC 442.89%3.51%4.36%Q4 2022Q3 20234
Cypress Point Wealth Management, LLC 441.60%2.33%3.08%Q4 2022Q3 20234
HAP Trading, LLC 220.03%0.24%0.52%Q1 2023Q2 20234
LAM GROUP, INC. 440.83%0.89%0.92%Q4 2022Q3 20234
Wallington Asset Management, LLC 441.10%1.82%2.11%Q4 2022Q3 20234
AdvisorNet Financial, Inc 310.00%0.00%0.00%Q2 2022Q3 20234
RDA Financial Network 440.64%0.66%0.71%Q4 2022Q3 20234
LEVEL FOUR ADVISORY SERVICES, LLC 440.07%0.18%0.24%Q4 2022Q3 20234
Meredith Wealth Planning 4427.69%28.95%30.05%Q4 2022Q3 20234
Etesian Wealth Advisors, Inc. 440.70%0.74%0.77%Q4 2022Q3 20234
LINCOLN NATIONAL CORP 440.01%0.01%0.02%Q4 2022Q3 20234
Tillman Hartley LLC 440.89%0.92%0.96%Q4 2022Q3 20234
SIGNATUREFD, LLC 210.00%0.00%0.00%Q3 2021Q3 20234
Cardinal Point Wealth Management LLC 440.21%0.27%0.38%Q4 2020Q3 20214
Laird Norton Wetherby Wealth Management, LLC 440.11%0.12%0.13%Q4 2022Q3 20234
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 4411.93%12.48%12.89%Q4 2022Q3 20234
SIMPLEX TRADING, LLC 220.00%0.00%0.00%Q4 2021Q2 20234
REGIMEN WEALTH, LLC 443.41%3.98%5.46%Q4 2022Q3 20234
OLD MISSION CAPITAL LLC 310.03%0.12%0.26%Q1 2021Q1 20224
Team Hewins, LLC 445.99%10.50%12.16%Q4 2022Q3 20234
Janney Montgomery Scott LLC 220.01%0.01%0.02%Q3 2022Q3 20234
TANDEM CAPITAL MANAGEMENT CORP /ADV 440.18%0.22%0.23%Q4 2022Q3 20234
Collaborative Wealth Managment Inc. 440.18%1.64%2.38%Q4 2022Q3 20234
Bridgewealth Advisory Group, LLC 440.76%0.83%0.92%Q4 2022Q3 20234
Selective Wealth Management, Inc. 310.00%0.04%0.16%Q1 2022Q4 20234
Corient Private Wealth LLC 440.06%0.07%0.07%Q4 2022Q3 20234
Pinnacle Bancorp, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
HRT FINANCIAL LP 220.00%0.01%0.02%Q1 2022Q1 20234
Leading Edge Financial Planning LLC 440.40%0.49%0.55%Q4 2022Q3 20234
REGATTA CAPITAL GROUP, LLC 442.16%2.65%3.16%Q4 2022Q3 20234
WESPAC Advisors SoCal, LLC 442.76%3.96%4.46%Q4 2022Q3 20234
OLD NATIONAL BANCORP /IN/ 440.01%0.01%0.01%Q1 2021Q4 20214
Pacific Life Fund Advisors LLC 440.18%0.50%0.67%Q4 2022Q3 20234
ROTHSCHILD INVESTMENT LLC /IL 440.22%0.25%0.28%Q4 2022Q3 20234
MARINER INDEPENDENT ADVISOR NETWORK, LLC 440.23%0.24%0.25%Q4 2021Q3 20224
Intelligence Driven Advisers, LLC 442.11%2.44%2.71%Q4 2022Q3 20234
Register Financial Advisors LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Integrity Advisory, LLC 440.48%0.61%0.77%Q1 2022Q4 20224
Kestra Advisory Services, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Barber Financial Group, Inc. 440.05%2.20%3.46%Q2 2022Q1 20234
Cardinal Point Capital Management ULC 440.20%0.22%0.24%Q4 2022Q3 20234
Allegiance Financial Group Advisory Services LLC 444.14%4.51%4.96%Q4 2022Q3 20234
Insight Wealth Partners, LLC 440.05%0.12%0.17%Q4 2022Q3 20234
Whitaker-Myers Wealth Managers, LTD. 440.27%0.30%0.35%Q4 2022Q3 20234
HYA Advisors, Inc 440.22%0.38%0.52%Q3 2021Q2 20224
Ten Capital Wealth Advisors, LLC 440.08%0.08%0.09%Q1 2022Q4 20224
CENTAURUS FINANCIAL, INC. 440.43%0.51%0.56%Q4 2022Q3 20234
Orgel Wealth Management, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Werba Rubin Papier Wealth Management 4412.15%12.94%14.02%Q4 2022Q3 20234
Delap Wealth Advisory, LLC 440.40%0.83%1.26%Q4 2022Q3 20234
SVB WEALTH LLC 440.00%0.00%0.00%Q2 2021Q1 20224
GEM Asset Management, LLC 440.57%0.59%0.64%Q4 2022Q3 20234
LEGACY FINANCIAL GROUP, INC. 440.21%0.23%0.27%Q4 2022Q3 20234
CSS LLC/IL 440.03%0.08%0.14%Q4 2022Q3 20234
Ameritas Advisory Services, LLC 440.24%0.33%0.46%Q4 2022Q3 20234
Revolve Wealth Partners, LLC 440.45%1.07%1.52%Q4 2022Q3 20234
KESTRA PRIVATE WEALTH SERVICES, LLC 440.23%0.27%0.32%Q4 2022Q3 20234
Orion Capital Management LLC 440.02%0.46%1.18%Q4 2022Q3 20234
DOPKINS WEALTH MANAGEMENT, LLC 440.18%0.40%0.52%Q4 2022Q3 20234
Colonial Trust Co / SC 440.01%0.04%0.07%Q4 2022Q3 20234
Ruedi Wealth Management, Inc. 440.08%0.13%0.16%Q4 2022Q3 20234
Flaharty Asset Management, LLC 440.40%0.46%0.52%Q4 2022Q3 20234
Colonial Trust Advisors 440.01%0.01%0.01%Q4 2022Q3 20234
BRIGGS ADVISORY GROUP, INC. 440.12%0.30%0.49%Q4 2022Q3 20234
Westside Investment Management, Inc. 440.02%0.09%0.14%Q4 2022Q3 20234
FOSTER & MOTLEY INC 440.04%0.11%0.17%Q4 2022Q3 20234
DBK Financial Counsel, LLC 440.56%0.79%1.24%Q4 2022Q3 20234
Shone Asset Management LLC 444.68%6.27%7.34%Q1 2020Q4 20204
QUARRY HILL ADVISORS, LLC 4417.28%18.26%19.39%Q4 2022Q3 20234
Cetera Advisors LLC 440.01%0.01%0.04%Q4 2022Q3 20234
Financial Advocates Investment Management 440.05%0.23%0.40%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.26%0.41%0.59%Q4 2022Q3 20234
Per Stirling Capital Management, LLC. 441.39%1.53%1.67%Q4 2022Q3 20234
Orion Portfolio Solutions, LLC 330.11%0.12%0.13%Q1 2023Q3 20233
Forum Financial Management, LP 330.01%0.01%0.01%Q1 2023Q3 20233
American Trust 330.03%0.03%0.04%Q4 2022Q2 20233
Summit X, LLC 330.09%0.13%0.18%Q1 2023Q3 20233
FAS Wealth Partners, Inc. 210.34%0.49%0.59%Q4 2022Q3 20233
WJ Interests, LLC 336.03%6.12%6.24%Q1 2023Q3 20233
Ironwood Financial, llc 330.00%0.01%0.02%Q1 2021Q3 20213
Ancora Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Gateway Wealth Partners, LLC 330.12%0.21%0.25%Q1 2023Q3 20233
Stokes Family Office, LLC 330.48%0.62%0.72%Q1 2023Q3 20233
Clearstead Advisors, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Belpointe Asset Management LLC 210.00%0.01%0.04%Q4 2022Q3 20233
Good Life Advisors, LLC 330.05%0.09%0.12%Q1 2023Q3 20233
Strategic Advisors LLC 330.18%0.18%0.19%Q1 2023Q3 20233
Patriot Financial Group Insurance Agency, LLC 330.00%0.00%0.01%Q4 2021Q2 20223
Personal Capital Advisors Corp 330.00%0.00%0.00%Q3 2021Q1 20223
Root Financial Partners, LLC 330.26%0.30%0.33%Q1 2023Q3 20233
Hamilton Point Investment Advisors, LLC 331.66%1.75%1.86%Q1 2023Q3 20233
COLDSTREAM CAPITAL MANAGEMENT INC 210.04%0.04%0.04%Q2 2021Q1 20223
Rockefeller Capital Management L.P. 210.00%0.01%0.02%Q4 2022Q3 20233
Capital Analysts, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
TUCKER ASSET MANAGEMENT LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Miller Investment Management, LP 330.15%0.15%0.16%Q3 2022Q1 20233
CORA CAPITAL ADVISORS LLC 330.22%1.32%3.06%Q1 2023Q3 20233
Grey Street Capital, LLC 330.12%0.15%0.19%Q1 2023Q3 20233
Tanglewood Legacy Advisors, LLC 330.29%0.30%0.32%Q1 2023Q3 20233
GPS Wealth Strategies Group, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
ISLAY CAPITAL MANAGEMENT, LLC 334.88%6.41%7.85%Q1 2023Q3 20233
Midwest Financial Group LLC 330.37%0.81%1.49%Q1 2023Q3 20233
Advisor Resource Council 330.08%0.18%0.24%Q1 2023Q3 20233
First PREMIER Bank 330.04%0.04%0.04%Q1 2023Q3 20233
Glenview Trust Co 330.12%0.20%0.30%Q1 2023Q3 20233
Savant Capital, LLC 330.01%0.02%0.04%Q1 2023Q3 20233
PARAMETRIC PORTFOLIO ASSOCIATES LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Beta Wealth Group, Inc. 330.47%0.50%0.57%Q1 2023Q3 20233
Pine Valley Investments Ltd Liability Co 330.52%0.61%0.77%Q1 2023Q3 20233
MATTERN CAPITAL MANAGEMENT, LLC 330.05%0.06%0.06%Q1 2023Q3 20233
REDW Wealth LLC 330.07%0.12%0.16%Q1 2023Q3 20233
IAG Wealth Partners, LLC 210.00%0.01%0.02%Q2 2022Q1 20233
Callan Capital, LLC 330.19%0.75%1.25%Q1 2023Q3 20233
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Beacon Pointe Advisors, LLC 330.01%0.02%0.02%Q1 2023Q3 20233
Strid Group, LLC 330.06%0.07%0.08%Q3 2022Q1 20233
AXXCESS WEALTH MANAGEMENT, LLC 330.02%0.03%0.04%Q1 2023Q3 20233
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
AIRE ADVISORS, LLC 332.13%2.52%2.88%Q1 2023Q3 20233
Opus Capital Group, LLC 331.28%1.64%1.86%Q1 2023Q3 20233
Relyea Zuckerberg Hanson LLC 330.05%0.05%0.05%Q1 2023Q3 20233
Crewe Advisors LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Balboa Wealth Partners 330.23%0.25%0.27%Q1 2023Q3 20233
TRUSTCORE FINANCIAL SERVICES, LLC 330.01%0.02%0.03%Q2 2022Q4 20223
Fortitude Advisory Group L.L.C. 210.07%0.11%0.16%Q4 2021Q3 20233
BlackDiamond Wealth Management, LLC 210.27%0.30%0.34%Q2 2022Q2 20233
KAVAR CAPITAL PARTNERS GROUP, LLC 331.38%1.50%1.61%Q1 2023Q3 20233
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 330.09%0.10%0.10%Q1 2023Q3 20233
Visionary Wealth Advisors 210.02%0.17%0.29%Q2 2022Q3 20233
Peak Asset Management, LLC 330.27%0.98%1.45%Q1 2023Q3 20233
Faithward Advisors, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.02%0.03%0.04%Q2 2023Q3 20232
Aspire Wealth Management Corp 220.03%0.03%0.03%Q2 2023Q3 20232
BINGHAM OSBORN & SCARBOROUGH LLC 220.02%0.03%0.04%Q2 2021Q3 20212
ZRC WEALTH MANAGEMENT, LLC 220.05%0.05%0.05%Q1 2023Q2 20232
HBC Financial Services, PLLC 220.01%0.01%0.01%Q4 2021Q1 20222
Lido Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Apollon Wealth Management, LLC 220.02%0.03%0.03%Q4 2022Q1 20232
Equitable Holdings, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
CONCENTRIC WEALTH MANAGEMENT, LLC 223.77%3.90%4.03%Q2 2023Q3 20232
Meridian Wealth Management, LLC 220.03%0.04%0.05%Q2 2023Q3 20232
Paragon Capital Management Ltd 220.52%0.53%0.55%Q2 2023Q3 20232
TimeScale Financial, Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
Zhang Financial LLC 220.02%0.03%0.04%Q2 2023Q3 20232
Altus Wealth Group LLC 220.28%0.29%0.30%Q2 2023Q3 20232
Paragon Advisors, LLC 221.16%2.10%3.05%Q2 2023Q3 20232
PRUDENTIAL FINANCIAL INC 220.00%0.00%0.00%Q2 2023Q3 20232
Bullseye Investment Management, LLC 224.37%4.57%4.78%Q4 2022Q1 20232
Tarbox Family Office, Inc. 220.48%1.19%1.90%Q2 2023Q3 20232
Liberty Capital Management, Inc. 220.17%0.25%0.33%Q2 2023Q3 20232
Blue Trust, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
Penserra Capital Management LLC 220.00%0.01%0.01%Q1 2021Q2 20212
BANK OF MONTREAL /CAN/ 220.00%0.00%0.00%Q2 2023Q3 20232
WealthPLAN Partners, LLC 220.00%0.01%0.01%Q1 2023Q2 20232
D'Orazio & Associates, Inc. 220.11%0.41%0.72%Q2 2023Q3 20232
FINANCIAL MANAGEMENT NETWORK INC 220.10%0.40%0.69%Q2 2023Q3 20232
Fifth Third Wealth Advisors LLC 220.19%0.20%0.21%Q3 2023Q4 20232
55I, LLC 220.02%0.02%0.02%Q2 2022Q3 20222
Headlands Technologies LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 220.25%0.31%0.37%Q2 2023Q3 20232
Brown University 227.09%7.38%7.67%Q2 2023Q3 20232
Independence Bank of Kentucky 220.10%0.13%0.17%Q2 2023Q3 20232
AlphaCore Capital LLC 220.22%0.22%0.22%Q2 2023Q3 20232
Blue Investment Partners LLC 222.04%4.73%7.42%Q4 2022Q1 20232
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q4 2021Q1 20232
Dakota Wealth Management 220.01%0.18%0.35%Q2 2023Q3 20232
Morton Brown Family Wealth, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
JONES FINANCIAL COMPANIES LLLP 220.00%0.00%0.00%Q2 2023Q3 20232
New England Capital Financial Advisors LLC 220.00%0.00%0.00%Q4 2022Q1 20232
COZAD ASSET MANAGEMENT INC 220.04%0.04%0.05%Q2 2023Q3 20232
Atria Investments, Inc 110.02%0.05%0.08%Q1 2023Q3 20232
CGC Financial Services, LLC 2212.30%12.56%12.82%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.00%0.01%0.02%Q2 2023Q3 20232
Aveo Capital Partners, LLC 220.41%0.42%0.43%Q2 2023Q3 20232
Intergy Private Wealth, LLC 221.46%1.80%2.15%Q2 2023Q3 20232
Certified Advisory Corp 220.44%0.59%0.75%Q2 2023Q3 20232
BLUESTEIN R H & CO LLC 220.01%0.02%0.02%Q2 2022Q3 20222
Evanson Asset Management, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Brainard Capital Management LLC 227.69%7.98%8.26%Q4 2022Q1 20232
SMITH, MOORE & CO. 220.24%0.24%0.25%Q2 2023Q3 20232
ASSETMARK, INC 110.00%0.00%0.00%Q4 2022Q2 20232
Hochman Cole Investment Advisors, Inc. 220.12%0.24%0.36%Q2 2021Q3 20212
DOWLING & YAHNKE LLC 220.01%0.02%0.03%Q2 2022Q3 20222
Walleye Capital LLC 110.00%0.01%0.02%Q2 2022Q1 20232
GIRARD PARTNERS LTD. 220.02%0.02%0.03%Q2 2023Q3 20232
Avior Wealth Management, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
BROWN ADVISORY INC 220.00%0.00%0.00%Q2 2023Q3 20232
Slagle Financial, LLC 221.20%1.24%1.29%Q2 2023Q3 20232
Abacus Wealth Partners, LLC 220.35%0.43%0.51%Q3 2021Q4 20212
RCS Financial Planning, LLC 220.30%0.30%0.31%Q2 2023Q3 20232
Whitegate Investment Counselors, Inc. 220.04%0.04%0.04%Q2 2021Q3 20212
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q3 2019Q3 20191
L & S Advisors Inc 110.08%0.08%0.08%Q1 2023Q1 20231
Brinker Capital Investments, LLC 110.28%0.28%0.28%Q4 2022Q4 20221
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Align Wealth Management, LLC 110.10%0.10%0.10%Q4 2022Q4 20221
TFB Advisors LLC 110.40%0.40%0.40%Q2 2023Q2 20231
Ausdal Financial Partners, Inc. 110.05%0.05%0.05%Q3 2023Q3 20231
USCA RIA LLC 110.01%0.01%0.01%Q2 2021Q2 20211
OneAscent Financial Services LLC 110.80%0.80%0.80%Q3 2023Q3 20231
Austin Wealth Management, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
HARBOUR INVESTMENT MANAGEMENT LLC 110.35%0.35%0.35%Q3 2023Q3 20231
Trexquant Investment LP 110.02%0.02%0.02%Q2 2022Q2 20221
Family Investment Center, Inc. 114.52%4.52%4.52%Q3 2023Q3 20231
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q2 2023Q2 20231
Equita Financial Network, Inc. 114.55%4.55%4.55%Q3 2023Q3 20231
OPTIMUM INVESTMENT ADVISORS 110.00%0.00%0.00%Q4 2023Q4 20231
Valued Wealth Advisors LLC 112.37%2.37%2.37%Q4 2023Q4 20231
CENTRAL TRUST Co 110.00%0.00%0.00%Q3 2023Q3 20231
ExodusPoint Capital Management, LP 110.00%0.00%0.00%Q2 2021Q2 20211
Tyler-Stone Wealth Management 110.05%0.05%0.05%Q3 2023Q3 20231
Y-Intercept (Hong Kong) Ltd 110.09%0.09%0.09%Q1 2022Q1 20221
Meadow Creek Wealth Advisors LLC 110.57%0.57%0.57%Q3 2022Q3 20221
Northland Capital Management LLC 111.51%1.51%1.51%Q3 2023Q3 20231
Insight Wealth Strategies, LLC 111.82%1.82%1.82%Q3 2023Q3 20231
EisnerAmper Wealth Management Corporate Benefits, LLC 111.03%1.03%1.03%Q4 2023Q4 20231
Glassman Wealth Services 110.00%0.00%0.00%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
COMERICA BANK 110.01%0.01%0.01%Q3 2023Q3 20231
Prosperity Financial Group, Inc. 110.82%0.82%0.82%Q1 2023Q1 20231
CAHILL FINANCIAL ADVISORS INC 110.07%0.07%0.07%Q1 2023Q1 20231
Clearview Wealth Advisors LLC 110.00%0.00%0.00%Q1 2021Q1 20211
FURE FINANCIAL CORP 111.59%1.59%1.59%Q3 2022Q3 20221
IMA Wealth, Inc. 110.60%0.60%0.60%Q3 2023Q3 20231
Gradient Investments LLC 110.00%0.00%0.00%Q1 2021Q1 20211
FINANCIAL COUNSELORS INC 110.03%0.03%0.03%Q3 2023Q3 20231
S. R. Schill & Associates 111.66%1.66%1.66%Q3 2023Q3 20231
LGT Financial Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
GoalVest Advisory LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Stratos Wealth Advisors, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Resurgent Financial Advisors LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Carson Advisory Inc. 110.21%0.21%0.21%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
TWO SIGMA INVESTMENTS, LP 110.01%0.01%0.01%Q3 2023Q3 20231
OXFORD FINANCIAL GROUP, LTD. LLC 114.60%4.60%4.60%Q3 2023Q3 20231
Litman Gregory Wealth Management LLC 1116.82%16.82%16.82%Q1 2023Q1 20231
Symmetry Partners, LLC 110.93%0.93%0.93%Q4 2023Q4 20231
KEB ASSET MANAGEMENT, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Virginia National Bank 111.06%1.06%1.06%Q3 2023Q3 20231
Robertson Stephens Wealth Management, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Vantage Financial Partners Ltd., Inc. 110.18%0.18%0.18%Q3 2023Q3 20231
Fisher Asset Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Carroll Financial Associates, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
NORTHERN TRUST CORP 110.00%0.00%0.00%Q1 2023Q1 20231
Baird Financial Group, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Your Advocates Ltd., LLP 110.02%0.02%0.02%Q3 2023Q3 20231
ALBION FINANCIAL GROUP /UT 110.04%0.04%0.04%Q4 2021Q4 20211
Truvestments Capital LLC 110.04%0.04%0.04%Q4 2022Q4 20221
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q1 2023Q1 20231
FLOW TRADERS U.S. LLC 110.08%0.08%0.08%Q1 2023Q1 20231
BFSG, LLC 110.71%0.71%0.71%Q3 2023Q3 20231
Safeguard Financial, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
New England Private Wealth Advisors LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Jackson Wealth Management, LLC 112.12%2.12%2.12%Q4 2022Q4 20221
Csenge Advisory Group 110.06%0.06%0.06%Q3 2023Q3 20231
Team Financial Group, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Rockbridge Investment Management, LCC 110.00%0.00%0.00%Q4 2021Q4 20211
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
UMB Bank, n.a. 110.00%0.00%0.00%Q3 2023Q3 20231
Widmann Financial Services, Inc. 113.98%3.98%3.98%Q3 2023Q3 20231
Ardent Capital Management, Inc. 110.08%0.08%0.08%Q3 2022Q3 20221
Fortress Wealth Management, Inc. 110.20%0.20%0.20%Q2 2022Q2 20221
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q1 2023Q1 20231
Destiny Wealth Partners, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
KPP Advisory Services LLC 110.48%0.48%0.48%Q3 2023Q3 20231
WCG Wealth Advisors LLC 110.68%0.68%0.68%Q3 2023Q3 20231
Heritage Financial Services, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
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.