SCHWAB STRATEGIC TR shareholder history

Current and past SCHWAB STRATEGIC TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 3580.00%0.00%0.00%Q3 2013Q2 202492
Tortoise Investment Management, LLC 47470.02%0.80%1.62%Q4 2012Q2 202447
Cutler Group LLC / CA 910.00%0.00%0.11%Q4 2015Q1 202446
SHEETS SMITH WEALTH MANAGEMENT 46460.17%0.96%2.18%Q1 2013Q2 202446
Carlson Capital Management 45450.03%0.59%0.89%Q2 2013Q2 202445
FineMark National Bank & Trust 45450.00%0.05%0.10%Q2 2013Q2 202445
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 45451.90%6.44%9.13%Q2 2013Q2 202445
JMG Financial Group, Ltd. 45450.26%3.71%7.13%Q2 2013Q2 202445
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 45450.76%2.94%6.68%Q2 2013Q2 202445
Courage Miller Partners, LLC 45450.41%12.36%16.34%Q2 2013Q2 202445
Financial Management Professionals, Inc. 45450.02%14.86%42.68%Q2 2013Q2 202445
Citadel Advisors 1310.00%0.00%0.00%Q1 2015Q2 202445
Ifrah Financial Services, Inc. 45450.26%0.34%0.44%Q2 2013Q2 202445
US BANCORP \DE\ 45450.00%0.04%1.25%Q2 2013Q2 202445
Bangor Savings Bank 45452.45%5.05%8.12%Q2 2013Q2 202445
WELLS FARGO & COMPANY/MN 45450.00%0.00%0.01%Q2 2013Q2 202445
AMI INVESTMENT MANAGEMENT INC 45452.28%5.49%9.06%Q2 2013Q2 202445
BANK OF AMERICA CORP /DE/ 45450.00%0.00%0.01%Q2 2013Q2 202445
Van Cleef Asset Management,Inc 45450.47%0.81%1.26%Q2 2013Q2 202445
Summit Asset Management, LLC 45450.16%0.33%0.44%Q2 2013Q2 202445
NORTHWEST INVESTMENT COUNSELORS, LLC 45451.00%2.28%2.65%Q2 2013Q2 202445
HENGEHOLD CAPITAL MANAGEMENT LLC 45450.68%1.39%2.17%Q2 2013Q2 202445
CONDOR CAPITAL MANAGEMENT 45450.24%0.55%0.91%Q2 2013Q2 202445
ALESCO ADVISORS LLC 45450.07%0.22%0.35%Q2 2013Q2 202445
Newman Dignan & Sheerar, Inc. 45450.02%3.30%8.12%Q2 2013Q2 202445
LPL Financial LLC 45450.00%0.06%0.10%Q2 2013Q2 202445
ROYAL BANK OF CANADA 45450.00%0.00%0.01%Q2 2013Q2 202445
BANK OF MONTREAL /CAN/ 45450.00%0.00%0.00%Q2 2013Q2 202445
UNITED CAPITAL FINANCIAL ADVISORS, LLC 45450.01%0.32%0.46%Q2 2013Q2 202445
GHP Investment Advisors, Inc. 45450.03%0.06%0.11%Q2 2013Q2 202445
Cambridge Investment Research Advisors, Inc. 45450.08%0.22%0.42%Q2 2013Q2 202445
AMERIPRISE FINANCIAL INC 45450.00%0.01%0.02%Q2 2013Q2 202445
Mariner, LLC 45450.19%0.73%1.64%Q2 2013Q2 202445
MORGAN STANLEY 45450.00%0.00%0.01%Q2 2013Q2 202445
HighTower Advisors, LLC 45450.01%0.17%0.39%Q2 2013Q2 202445
Apriem Advisors 45450.01%9.42%22.06%Q2 2013Q2 202445
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 45450.04%0.37%1.82%Q2 2013Q2 202445
Aspen Investment Management Inc 45450.20%0.57%1.67%Q2 2013Q2 202445
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 45450.42%2.94%8.38%Q2 2013Q2 202445
Buffington Mohr McNeal 45455.75%6.99%9.52%Q2 2013Q2 202445
MCF Advisors LLC 3230.00%0.87%2.50%Q2 2012Q2 202445
HBK Sorce Advisory LLC 454510.48%18.32%24.15%Q2 2013Q2 202445
BOK Financial Private Wealth, Inc. 45450.09%0.31%0.67%Q2 2013Q2 202445
Destination Wealth Management 44440.03%0.64%1.98%Q3 2013Q2 202444
SIGMA INVESTMENT COUNSELORS INC 44440.05%0.20%0.28%Q3 2013Q2 202444
HARTLINE INVESTMENT CORP/ 3770.04%0.10%0.24%Q2 2013Q2 202444
BAILARD, INC. 34100.12%0.21%0.52%Q2 2013Q2 202444
LEAVELL INVESTMENT MANAGEMENT, INC. 44440.04%1.34%2.09%Q3 2013Q2 202444
Madden Advisory Services, Inc. 4310.08%1.96%5.41%Q2 2013Q2 202444
B. Riley Wealth Advisors, Inc. 3950.01%0.21%0.50%Q2 2013Q2 202444
SAWGRASS ASSET MANAGEMENT LLC 34100.02%0.44%2.83%Q2 2013Q2 202444
SIGNATUREFD, LLC 44440.01%0.06%0.18%Q3 2013Q2 202444
CABOT WEALTH MANAGEMENT INC 44440.34%1.91%3.65%Q3 2013Q2 202444
CARRET ASSET MANAGEMENT, LLC 44440.05%0.09%0.13%Q3 2013Q2 202444
HOWE & RUSLING INC 4130.00%0.06%0.66%Q2 2013Q2 202444
Phocas Financial Corp. 4130.23%1.07%10.25%Q2 2013Q2 202444
Charles Schwab Investment Advisory, Inc. 44444.08%7.68%11.86%Q2 2013Q1 202444
Avior Wealth Management, LLC 43430.13%1.29%4.33%Q4 2013Q2 202443
Eagle Capital Management, LLC 43430.52%1.26%1.82%Q4 2013Q2 202443
CAHILL FINANCIAL ADVISORS INC 43430.70%1.55%4.44%Q4 2013Q2 202443
Perigon Wealth Management, LLC 3110.17%0.39%0.73%Q3 2011Q2 202443
PINNACLE ASSOCIATES LTD 43430.00%0.02%0.03%Q4 2013Q2 202443
Creative Planning 43430.00%0.77%3.02%Q4 2013Q2 202443
Bouchey Financial Group Ltd 43430.08%1.19%3.69%Q4 2013Q2 202443
PLANNING ALTERNATIVES LTD /ADV 43430.06%3.63%7.50%Q4 2013Q2 202443
PNC FINANCIAL SERVICES GROUP, INC. 3910.00%0.00%0.01%Q2 2013Q2 202443
SAGE FINANCIAL GROUP INC 434336.53%50.64%74.53%Q4 2013Q2 202443
WBH ADVISORY INC 3760.09%0.90%1.87%Q3 2013Q2 202443
Curbstone Financial Management Corp 42420.20%0.54%1.25%Q1 2014Q2 202442
Bartlett & Co. LLC 26160.00%0.11%0.17%Q2 2013Q4 202342
Tradewinds Capital Management, LLC 42420.01%1.62%11.91%Q1 2014Q2 202442
PARSONS CAPITAL MANAGEMENT INC/RI 3750.02%0.08%0.23%Q4 2013Q2 202442
GOLDMAN SACHS GROUP INC 2110.00%0.00%0.02%Q1 2012Q2 202442
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3150.00%0.17%0.37%Q3 2013Q2 202442
WEALTHCARE CAPITAL MANAGEMENT LLC 42420.05%0.18%0.49%Q1 2014Q2 202442
EVERMAY WEALTH MANAGEMENT LLC 424213.84%19.88%25.14%Q1 2014Q2 202442
One Capital Management, LLC 42420.02%0.20%1.97%Q1 2014Q2 202442
BRIGHTON JONES LLC 29130.04%0.08%0.15%Q3 2013Q2 202442
RKL Wealth Management LLC 42424.76%7.76%10.27%Q1 2014Q2 202442
Smithfield Trust Co 41410.00%0.00%0.01%Q2 2014Q2 202441
Horrell Capital Management, Inc. 41410.00%0.00%0.01%Q2 2014Q2 202441
UBS Group AG 39390.00%0.06%0.15%Q4 2014Q2 202441
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2720.04%0.31%2.44%Q2 2013Q2 202441
Evensky & Katz LLC 40400.07%0.27%0.59%Q3 2014Q2 202440
KCM INVESTMENT ADVISORS LLC 40400.02%0.09%0.20%Q3 2014Q2 202440
Legacy Wealth Management, Inc 40400.12%1.12%4.00%Q3 2014Q2 202440
Parsec Financial Management, Inc. 40400.44%1.40%2.34%Q2 2013Q1 202340
GW HENSSLER & ASSOCIATES LTD 3730.03%0.21%0.39%Q2 2014Q2 202440
Atria Investments, Inc 1710.02%0.09%0.37%Q2 2013Q2 202440
BSW Wealth Partners 39390.07%0.18%0.45%Q4 2014Q2 202439
HOLDERNESS INVESTMENTS CO 39390.17%0.42%1.19%Q4 2014Q2 202439
CITIGROUP INC 1910.00%0.00%0.00%Q3 2013Q2 202439
American Money Management, LLC 39390.20%0.89%1.91%Q4 2014Q2 202439
West Oak Capital, LLC 26130.03%1.20%2.64%Q3 2014Q2 202439
EP Wealth Advisors, LLC 3020.02%0.09%0.39%Q3 2013Q2 202439
FMR LLC 39390.00%0.00%0.00%Q4 2014Q2 202439
COLONY GROUP LLC 3090.00%0.31%0.63%Q4 2013Q3 202339
Burt Wealth Advisors 39390.12%2.70%7.90%Q4 2014Q2 202439
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 39391.02%2.74%3.90%Q4 2014Q2 202439
Mengis Capital Management, Inc. 39390.70%0.94%1.28%Q4 2014Q2 202439
VALLEY NATIONAL ADVISERS INC 39390.51%4.03%7.70%Q4 2014Q2 202439
Leisure Capital Management 39391.74%3.88%6.38%Q4 2014Q2 202439
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2560.01%0.20%0.50%Q4 2013Q2 202438
FINANCIAL CONSULATE, INC 3712.26%11.10%21.93%Q4 2014Q2 202438
Evanson Asset Management, LLC 38380.09%0.13%0.26%Q1 2015Q2 202438
BTR CAPITAL MANAGEMENT INC 38380.05%0.14%0.32%Q2 2013Q3 202238
Sandy Spring Bank 38380.01%0.04%0.07%Q1 2015Q2 202438
Bowling Portfolio Management LLC 38380.21%1.41%2.31%Q2 2013Q3 202238
BRR OpCo, LLC 38380.69%2.34%4.53%Q2 2013Q3 202238
ENVESTNET ASSET MANAGEMENT INC 24140.00%0.13%0.44%Q2 2013Q2 202438
Ironwood Financial, llc 3440.28%1.29%5.55%Q4 2014Q2 202438
Rock Point Advisors, LLC 38380.09%0.17%0.29%Q1 2015Q2 202438
HOLLENCREST CAPITAL MANAGEMENT 3440.10%0.28%1.59%Q3 2014Q2 202438
Sequoia Financial Advisors, LLC 38380.13%1.86%3.64%Q1 2015Q2 202438
MISSION WEALTH MANAGEMENT, LP 37370.08%0.17%0.36%Q2 2015Q2 202437
Capital Advantage, Inc. 20170.10%0.43%0.82%Q1 2015Q2 202437
GODSEY & GIBB, INC 2010.07%0.14%0.44%Q3 2013Q2 202437
GRIMES & COMPANY, INC. 37370.14%0.22%0.35%Q2 2015Q2 202437
Bank of New York Mellon Corp 37370.00%0.00%0.00%Q2 2015Q2 202437
SALEM INVESTMENT COUNSELORS INC 21160.19%0.51%0.69%Q2 2013Q2 202437
Advisory Services Network, LLC 3010.00%0.05%0.08%Q4 2013Q2 202437
Sharkey, Howes & Javer 3610.20%4.29%15.18%Q1 2015Q2 202437
St. Johns Investment Management Company, LLC 37371.35%9.35%13.67%Q2 2015Q2 202437
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2820.00%0.09%0.69%Q2 2014Q2 202437
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 25110.02%0.06%0.30%Q2 2013Q1 202436
Financial Architects, Inc 3240.02%0.08%0.16%Q2 2014Q2 202336
Barrett Asset Management, LLC 36360.00%0.03%0.04%Q2 2013Q1 202236
BUCKINGHAM STRATEGIC WEALTH, LLC 3420.06%0.13%0.30%Q1 2015Q2 202436
Asset Management Group, Inc. 3510.11%0.50%0.72%Q2 2015Q2 202436
Chicago Partners Investment Group LLC 20160.01%0.25%1.07%Q4 2014Q2 202436
Parkside Financial Bank & Trust 36360.03%0.06%0.17%Q3 2015Q2 202436
ASPIRIANT, LLC 3420.02%0.43%1.17%Q2 2015Q2 202436
Eidelman Virant Capital 36360.00%0.72%1.16%Q4 2013Q3 202236
SMITH, MOORE & CO. 14100.06%0.11%0.18%Q4 2014Q2 202436
Capital Directions Investment Advisors, LLC 2530.00%0.05%0.08%Q2 2013Q4 202235
BlackRock Finance, Inc. 35350.00%0.00%0.00%Q4 2015Q2 202435
Bristlecone Advisors, LLC 35351.04%3.92%7.04%Q4 2015Q2 202435
Moisand Fitzgerald Tamayo, LLC 35350.27%0.67%1.32%Q4 2015Q2 202435
MONETA GROUP INVESTMENT ADVISORS LLC 3410.05%3.81%8.57%Q3 2015Q2 202435
WEIK CAPITAL MANAGEMENT 35350.13%0.26%1.68%Q4 2015Q2 202435
ProVise Management Group, LLC 2910.03%0.67%2.02%Q2 2014Q2 202435
Gradient Investments LLC 35350.00%0.07%0.18%Q4 2015Q2 202435
Krilogy Financial LLC 3410.04%0.64%2.08%Q3 2015Q2 202435
Garrison Asset Management, LLC 35350.19%0.42%0.72%Q4 2015Q2 202435
Twele Capital Management, Inc. 35350.06%0.15%0.24%Q4 2015Q2 202435
Armbruster Capital Management, Inc. 35350.08%0.15%0.24%Q4 2015Q2 202435
Sigma Planning Corp 3410.05%0.17%0.38%Q2 2015Q2 202435
JOHNSON INVESTMENT COUNSEL INC 35350.02%0.47%0.90%Q4 2015Q2 202435
VALICENTI ADVISORY SERVICES INC 3220.14%6.29%8.27%Q1 2014Q2 202434
Private Advisor Group, LLC 3310.00%0.07%0.13%Q3 2014Q2 202434
FORTE CAPITAL LLC /ADV 34340.31%0.81%1.27%Q1 2016Q2 202434
RAYMOND JAMES & ASSOCIATES 34340.00%0.00%0.01%Q1 2016Q2 202434
IFP Advisors, Inc 20140.02%0.34%1.21%Q4 2015Q2 202434
Orgel Wealth Management, LLC 34341.19%3.15%8.58%Q1 2016Q2 202434
Triangle Securities Wealth Management 34340.25%1.31%2.15%Q1 2016Q2 202434
Caprock Group, LLC 34340.05%0.09%0.37%Q1 2016Q2 202434
KLINGENSTEIN FIELDS & CO LP 34340.04%0.15%0.23%Q1 2016Q2 202434
Geneos Wealth Management Inc. 34340.00%0.01%0.01%Q1 2016Q2 202434
Asset Dedication, LLC 2681.54%3.10%4.64%Q4 2015Q2 202434
Garde Capital, Inc. 3120.06%0.23%0.44%Q1 2016Q2 202433
WHITTIER TRUST CO OF NEVADA INC 33330.01%0.04%0.06%Q2 2016Q2 202433
Clearwater Capital Advisors, LLC 33330.05%1.84%5.21%Q2 2016Q2 202433
PHILLIPS FINANCIAL MANAGEMENT, LLC 20130.15%0.26%0.45%Q1 2016Q2 202433
PREMIER ASSET MANAGEMENT LLC 2310.05%0.12%0.21%Q3 2013Q1 202233
NOVARE CAPITAL MANAGEMENT LLC 33330.05%0.15%0.96%Q2 2016Q2 202433
FAS Wealth Partners, Inc. 33330.19%0.74%1.20%Q2 2016Q2 202433
Landmark Financial Advisors, LLC 33330.29%1.18%1.92%Q4 2015Q4 202333
Schneider Downs Wealth Management Advisors, LP 33330.16%2.83%6.82%Q2 2016Q2 202433
THRIVENT FINANCIAL FOR LUTHERANS 2410.00%0.02%0.06%Q3 2017Q2 202433
Stratos Wealth Partners, LTD. 32320.02%0.05%0.10%Q3 2016Q2 202432
CWM, LLC 21110.00%0.02%0.11%Q2 2016Q2 202432
MONEYWISE, INC. 323213.56%17.69%23.82%Q3 2016Q2 202432
Transform Wealth, LLC 2840.04%0.17%0.47%Q2 2016Q2 202432
Cetera Advisor Networks LLC 32320.01%0.05%0.11%Q1 2016Q4 202332
MITCHELL CAPITAL MANAGEMENT CO 32320.13%0.99%1.81%Q3 2016Q2 202432
Allworth Financial LP 2480.00%0.09%0.41%Q2 2016Q2 202432
SFMG, LLC 3110.28%4.30%13.17%Q2 2013Q2 202432
STEWART & PATTEN CO LLC 3110.04%0.06%0.09%Q3 2015Q1 202432
MinichMacGregor Wealth Management, LLC 1641.17%3.33%5.17%Q4 2015Q2 202432
JFS WEALTH ADVISORS, LLC 2930.01%0.24%0.51%Q4 2015Q2 202432
JANE STREET GROUP, LLC 1510.00%0.02%0.07%Q2 2014Q2 202432
WEDGEWOOD INVESTORS INC /PA/ 3110.30%1.17%2.59%Q2 2016Q2 202432
FINANCIAL COUNSELORS INC 31310.04%0.05%0.05%Q4 2016Q2 202431
NewSquare Capital LLC 31310.83%2.07%4.14%Q4 2016Q2 202431
Personal Capital Advisors Corp 31310.00%0.01%0.12%Q2 2015Q4 202231
Lenox Wealth Advisors, LLC 31310.01%1.53%2.28%Q3 2014Q1 202231
Exchange Capital Management, Inc. 3010.00%1.63%2.78%Q2 2014Q2 202431
StrategIQ Financial Group, LLC 31310.08%0.16%0.23%Q2 2016Q4 202331
McKinley Carter Wealth Services, Inc. 31310.06%0.16%0.37%Q4 2016Q2 202431
Parallel Advisors, LLC 31310.03%0.12%0.17%Q4 2016Q2 202431
Edge Wealth Management LLC 2920.00%0.02%0.08%Q2 2013Q4 202131
L. Roy Papp & Associates, LLP 2710.06%0.10%0.14%Q2 2016Q2 202431
HT Partners LLC 31310.21%1.39%17.92%Q1 2015Q3 202231
Peak Financial Management, Inc. 31310.49%1.26%1.52%Q4 2016Q2 202431
SigFig Wealth Management, LLC 31310.08%0.18%0.54%Q4 2016Q2 202431
Armor Investment Advisors, LLC 31310.18%0.23%0.30%Q4 2016Q2 202431
Circle Wealth Management, LLC 31310.13%0.74%1.18%Q4 2016Q2 202431
LOWE BROCKENBROUGH & CO INC 31310.07%0.77%1.29%Q4 2016Q2 202431
Northwest Quadrant Wealth Management, LLC 313118.92%21.42%25.25%Q4 2016Q2 202431
ASSET PLANNING SERVICES INC /LA/ /ADV 31310.25%0.97%1.86%Q4 2016Q2 202431
Lee Financial Co 31310.20%1.37%2.55%Q4 2016Q2 202431
McAdam, LLC 313111.12%12.36%13.69%Q4 2016Q2 202431
STIFEL FINANCIAL CORP 2510.00%0.02%0.05%Q4 2015Q2 202431
COLDSTREAM CAPITAL MANAGEMENT INC 2470.08%0.64%1.31%Q3 2016Q2 202431
Sutton Wealth Advisors Inc. 31317.17%9.12%12.05%Q1 2016Q3 202331
ACCESS FINANCIAL SERVICES, INC. 31318.70%15.83%22.20%Q4 2016Q2 202431
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 31310.01%0.02%0.04%Q4 2016Q2 202431
Ancora Advisors LLC 31310.41%0.81%1.21%Q4 2016Q2 202431
Raymond James Financial Services Advisors, Inc. 17130.00%0.05%0.18%Q4 2016Q2 202430
FLPUTNAM INVESTMENT MANAGEMENT CO 2820.10%0.37%1.50%Q4 2016Q2 202430
Roundview Capital LLC 30300.08%0.23%0.32%Q1 2017Q2 202430
BerganKDV Wealth Management, LLC 30300.24%0.94%3.29%Q1 2016Q2 202330
NORTHERN TRUST CORP 30300.00%0.00%0.00%Q1 2017Q2 202430
OXFORD FINANCIAL GROUP, LTD. LLC 30300.01%0.30%0.76%Q1 2017Q2 202430
HUNTINGTON NATIONAL BANK 1510.00%0.00%0.00%Q1 2010Q2 202430
Colorado Capital Management, Inc. 30300.17%0.39%0.86%Q1 2017Q2 202430
SEI INVESTMENTS CO 2710.00%2.47%4.22%Q1 2016Q2 202430
Tower Research Capital LLC (TRC) 810.00%0.09%0.39%Q2 2014Q2 202430
Alliance Wealth Management Group 2610.27%13.54%15.24%Q4 2015Q2 202430
APPLETON PARTNERS INC/MA 30300.05%2.21%3.22%Q1 2017Q2 202430
BlueSky Wealth Advisors, LLC 2916.12%16.16%27.90%Q4 2016Q2 202430
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 30300.04%0.34%0.72%Q1 2017Q2 202430
Kingsview Wealth Management, LLC 30300.03%0.24%1.75%Q1 2017Q2 202430
Stockman Wealth Management, Inc. 2820.22%0.90%1.54%Q3 2015Q2 202430
Kohmann Bosshard Financial Services, LLC 2825.25%8.63%14.83%Q4 2016Q2 202430
BENJAMIN F. EDWARDS & COMPANY, INC. 29290.00%0.00%0.00%Q2 2017Q2 202429
BFSG, LLC 17120.12%0.17%0.26%Q1 2017Q2 202429
Ausdal Financial Partners, Inc. 29290.12%0.34%0.55%Q2 2017Q2 202429
BROWN ADVISORY INC 2810.00%0.00%0.00%Q1 2014Q2 202429
WEALTHSOURCE PARTNERS, LLC 29290.26%5.88%11.76%Q4 2016Q4 202329
ASSETMARK, INC 29290.21%0.69%1.44%Q2 2017Q2 202429
OneDigital Investment Advisors LLC 29290.04%0.39%0.79%Q2 2017Q2 202429
CLEAR INVESTMENT RESEARCH, LLC 29290.43%2.61%4.34%Q2 2017Q2 202429
Meridian Wealth Management, LLC 29290.09%0.28%0.53%Q4 2016Q4 202329
Sensible Financial Planning & Management, LLC. 29290.64%3.75%5.94%Q2 2017Q2 202429
MML INVESTORS SERVICES, LLC 29290.01%0.04%0.11%Q2 2017Q2 202429
Alley Co LLC 29290.06%0.21%0.30%Q4 2014Q4 202129
DUNCKER STREETT & CO INC 29290.06%0.38%0.55%Q2 2017Q2 202429
Calamos Advisors LLC 29290.00%0.01%0.01%Q2 2017Q2 202429
CIBC Private Wealth Group LLC 1620.00%0.00%0.01%Q4 2015Q2 202429
Dynamic Advisor Solutions LLC 2720.10%1.33%2.35%Q4 2013Q2 202429
Laurel Wealth Advisors, Inc. 29290.10%0.16%0.27%Q4 2015Q4 202229
Heritage Wealth Advisors 29290.00%0.06%0.18%Q2 2017Q2 202429
SVA Wealth Management, LLC 29291.43%4.36%9.92%Q4 2013Q4 202029
CWH Capital Management, Inc. 29290.74%7.54%14.61%Q4 2013Q4 202029
Palouse Capital Management, Inc. 2450.07%0.15%0.43%Q1 2017Q2 202429
Anchor Investment Management, LLC 29290.01%1.38%2.02%Q1 2017Q1 202429
MUFG Americas Holdings Corp 2810.00%0.07%0.12%Q2 2014Q3 202229
Janney Montgomery Scott LLC 1930.00%0.01%0.01%Q3 2016Q2 202428
Vivaldi Capital Management LP 28280.37%1.18%3.04%Q3 2017Q2 202428
Plante Moran Financial Advisors, LLC 28280.00%0.03%0.06%Q3 2017Q2 202428
Penobscot Investment Management Company, Inc. 28280.04%0.05%0.07%Q3 2017Q2 202428
Peak Asset Management, LLC 28280.10%0.28%0.47%Q3 2017Q2 202428
Brinker Capital Investments, LLC 1810.00%0.17%0.49%Q2 2013Q4 202228
Versant Capital Management, Inc 28280.01%0.15%0.38%Q3 2017Q2 202428
CAPTRUST FINANCIAL ADVISORS 28280.00%0.18%0.75%Q3 2017Q2 202428
Financial Advisory Group 28280.14%0.78%2.18%Q2 2017Q1 202428
Pinnacle Family Advisors, LLC 1810.12%0.82%3.01%Q4 2016Q2 202428
JONES FINANCIAL COMPANIES LLLP 28280.00%0.00%0.02%Q3 2017Q2 202428
Koshinski Asset Management, Inc. 1230.03%0.13%0.63%Q4 2014Q2 202428
Valeo Financial Advisors, LLC 28280.01%0.10%0.18%Q3 2017Q2 202428
J.P. Morgan Private Wealth Advisors LLC 28280.01%0.03%0.05%Q4 2016Q3 202328
IMA Advisory Services, Inc. 28280.51%5.28%8.78%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.24%0.55%1.01%Q1 2016Q4 202228
SNS Financial Group, LLC 1920.15%1.20%3.18%Q1 2017Q2 202428
Steward Partners Investment Advisory, LLC 2170.00%0.00%0.01%Q1 2017Q2 202428
Mirador Capital Partners LP 2530.06%0.17%0.29%Q4 2016Q2 202428
CENTRAL TRUST Co 2710.00%0.01%0.01%Q4 2015Q2 202428
MILLENNIUM MANAGEMENT LLC 1510.00%0.00%0.00%Q1 2015Q2 202427
Barnett & Company, Inc. 27270.09%0.72%2.17%Q2 2015Q4 202127
Cetera Advisors LLC 2430.01%0.02%0.09%Q4 2015Q4 202327
PIN OAK INVESTMENT ADVISORS INC 27270.05%0.10%0.14%Q4 2017Q2 202427
Bigelow Investment Advisors, LLC 27271.96%2.75%3.24%Q4 2017Q2 202427
Carmichael Hill & Associates, Inc. 27270.85%1.55%2.88%Q4 2017Q2 202427
OPPENHEIMER & CO INC 27270.01%0.03%0.04%Q4 2017Q2 202427
Santori & Peters, Inc. 27271.19%2.47%3.21%Q4 2017Q2 202427
COOPER/HAIMS ADVISORS, LLC 27275.12%12.29%28.61%Q4 2017Q2 202427
HoyleCohen, LLC 27270.02%0.04%0.06%Q4 2017Q2 202427
MOTCO 27270.01%0.01%0.02%Q4 2017Q2 202427
Front Row Advisors LLC 27270.87%1.07%1.39%Q4 2017Q2 202427
COMMONWEALTH EQUITY SERVICES, LLC 27270.02%0.05%0.08%Q4 2017Q2 202427
AE Wealth Management LLC 27270.01%0.13%0.47%Q4 2017Q2 202427
SIMON QUICK ADVISORS, LLC 1980.05%0.35%3.11%Q1 2017Q2 202427
Pinkerton Retirement Specialists, LLC 27270.07%8.37%14.79%Q4 2017Q2 202427
SeaCrest Wealth Management, LLC 27270.20%0.26%0.40%Q4 2017Q2 202427
TCI Wealth Advisors, Inc. 2610.00%0.10%0.23%Q1 2017Q2 202427
MACROVIEW INVESTMENT MANAGEMENT LLC 2520.00%0.16%0.32%Q1 2017Q2 202427
Highland Private Wealth Management 1890.11%0.18%0.24%Q4 2015Q3 202227
Gradient Capital Advisors, LLC 27272.08%2.92%4.36%Q4 2017Q2 202427
FORT PITT CAPITAL GROUP, LLC 27270.02%0.30%2.24%Q4 2017Q2 202427
C M BIDWELL & ASSOCIATES LTD 27271.62%2.48%4.62%Q4 2017Q2 202427
LINCOLN NATIONAL CORP 27270.01%0.03%0.10%Q3 2017Q1 202427
Global Retirement Partners, LLC 17100.01%0.06%0.09%Q3 2017Q2 202427
Nicollet Investment Management, Inc. 27270.28%2.18%3.06%Q4 2017Q2 202427
Cypress Capital Group 2510.03%0.10%0.24%Q2 2014Q2 202427
Abacus Planning Group, Inc. 27270.27%0.57%1.24%Q4 2017Q2 202427
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 27270.00%0.80%2.89%Q4 2017Q2 202427
AdvisorNet Financial, Inc 27270.11%0.29%0.85%Q4 2017Q2 202427
Financial Advocates Investment Management 27270.09%0.59%1.80%Q4 2017Q2 202427
D.B. Root & Company, LLC 27273.15%6.23%8.11%Q4 2017Q2 202427
Bedel Financial Consulting, Inc. 27270.09%0.18%0.27%Q4 2017Q2 202427
Northwest Capital Management Inc 27271.25%3.63%6.42%Q4 2017Q2 202427
Broadview Financial Management, LLC 27271.27%2.03%2.42%Q4 2017Q2 202427
PETTYJOHN, WOOD & WHITE, INC 27270.09%0.25%0.37%Q4 2017Q2 202427
Denver PWM, LLC 2431.74%5.49%9.37%Q3 2017Q2 202427
REILLY FINANCIAL ADVISORS, LLC 27270.01%0.02%0.03%Q2 2015Q4 202127
AJ WEALTH STRATEGIES, LLC 27278.02%14.31%18.85%Q4 2016Q2 202327
Successful Portfolios LLC 27270.61%1.47%2.54%Q4 2017Q2 202427
FDx Advisors, Inc. 2420.01%0.15%0.51%Q1 2016Q2 202326
LeJeune Puetz Investment Counsel LLC 26260.97%1.31%1.62%Q4 2016Q1 202326
Larson Financial Group LLC 2510.07%0.14%0.35%Q4 2017Q2 202426
FAGAN ASSOCIATES, INC. 2240.08%0.26%0.58%Q4 2017Q2 202426
LADENBURG THALMANN FINANCIAL SERVICES INC. 26260.00%0.14%0.58%Q3 2013Q4 201926
Wealthcare Advisory Partners LLC 26260.01%0.32%0.88%Q1 2018Q2 202426
Allen Capital Group, LLC 2061.40%4.56%11.45%Q4 2017Q2 202426
River Wealth Advisors LLC 2510.04%0.09%0.13%Q3 2016Q2 202426
QS Investors, LLC 26260.02%1.42%2.27%Q1 2015Q2 202126
Slow Capital, Inc. 26260.15%0.28%0.59%Q1 2018Q2 202426
APPLETON GROUP, LLC 1244.01%12.94%28.46%Q2 2016Q2 202326
Gs Investments, Inc. 1310.11%0.32%0.63%Q2 2017Q2 202426
BLAIR WILLIAM & CO/IL 26260.00%0.00%0.01%Q1 2018Q2 202426
Glen Eagle Advisors, LLC 26260.00%0.00%0.00%Q4 2017Q1 202426
JPMORGAN CHASE & CO 2410.00%0.00%0.00%Q2 2016Q2 202426
BARTLETT & CO. WEALTH MANAGEMENT LLC 26260.08%0.10%0.16%Q1 2018Q2 202426
Paracle Advisors, LLC 1970.13%0.21%0.33%Q3 2014Q1 202126
Ironwood Wealth Management, LLC. 2512.15%5.32%14.11%Q3 2017Q2 202426
FIFTH THIRD BANCORP 2120.00%0.00%0.00%Q1 2015Q2 202426
M&T BANK CORP 25250.00%0.01%0.12%Q2 2018Q2 202425
Sonora Investment Management, LLC 25250.00%0.01%0.03%Q3 2015Q3 202125
B & T Capital Management DBA Alpha Capital Management 25251.39%3.00%3.33%Q2 2018Q2 202425
Alpha Omega Wealth Management LLC 25250.07%0.81%8.34%Q2 2018Q2 202425
LBMC INVESTMENT ADVISORS, LLC 25250.08%0.13%0.15%Q2 2018Q2 202425
InterOcean Capital, LLC 13120.03%0.13%0.41%Q4 2013Q2 202025
BALDWIN WEALTH PARTNERS LLC/MA 25250.00%0.00%0.01%Q1 2018Q1 202425
American Investment Services, Inc. 25250.08%0.34%0.48%Q2 2018Q2 202425
TIEDEMANN ADVISORS, LLC 2410.04%0.08%0.19%Q2 2017Q3 202325
Avantax Planning Partners, Inc. 2410.01%0.10%0.48%Q1 2018Q2 202425
McIlrath & Eck, LLC 1690.00%0.00%0.01%Q4 2017Q2 202425
Texas Yale Capital Corp. 2230.02%0.04%0.06%Q1 2017Q2 202425
IHT Wealth Management, LLC 1710.00%0.04%0.11%Q4 2016Q2 202425
Aull & Monroe Investment Management Corp 25250.12%0.32%0.54%Q2 2018Q2 202425
PFG Advisors 1780.21%0.34%0.75%Q4 2017Q2 202425
Vishria Bird Financial Group, LLC 25250.15%1.86%7.82%Q2 2018Q2 202425
Brand Asset Management Group, Inc. 25250.62%2.69%4.21%Q2 2018Q2 202425
Advanced Asset Management Advisors Inc 25255.98%7.47%10.14%Q4 2017Q4 202325
Towercrest Capital Management 25257.30%8.18%8.77%Q2 2018Q2 202425
Private Ocean, LLC 1010.00%0.09%0.19%Q1 2014Q2 202424
Summit Financial Strategies, Inc. 2310.27%0.59%0.86%Q4 2015Q2 202424
Elmwood Wealth Management, Inc. 1120.63%1.72%2.84%Q1 2018Q2 202424
WealthPLAN Partners, LLC 1610.02%0.13%0.24%Q2 2015Q2 202424
Baystate Wealth Management LLC 2130.00%0.00%0.01%Q2 2017Q4 202324
Belpointe Asset Management LLC 2310.02%0.45%2.66%Q3 2017Q2 202424
RED CEDAR INVESTMENT MANAGEMENT, LLC 24241.85%5.38%11.81%Q3 2018Q2 202424
Southeast Asset Advisors Inc. 2220.04%0.06%0.08%Q2 2018Q2 202424
PALLADIUM PARTNERS LLC 2310.00%0.04%0.05%Q2 2013Q1 202224
People's United Financial, Inc. 24240.01%0.03%0.06%Q2 2016Q1 202224
PIERSHALE FINANCIAL GROUP, INC. 710.01%13.78%27.82%Q2 2014Q2 202324
Vanguard Capital Wealth Advisors 910.21%0.90%2.37%Q4 2017Q2 202424
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.03%0.66%Q3 2018Q2 202424
Winfield Associates, Inc. 2020.02%0.06%0.14%Q4 2013Q1 202224
Clearstead Advisors, LLC 2130.03%0.07%0.30%Q2 2018Q2 202424
COMERICA BANK 910.00%0.00%0.01%Q1 2017Q2 202423
Laurel Wealth Advisors LLC 23230.07%0.19%0.34%Q4 2018Q2 202423
BERKSHIRE ASSET MANAGEMENT LLC/PA 23230.02%0.18%0.28%Q4 2018Q2 202423
MARSHALL FINANCIAL GROUP INC /ADV 23239.00%10.30%11.61%Q4 2018Q2 202423
Trinity Legacy Partners, LLC 23232.80%4.17%5.93%Q4 2018Q2 202423
Princeton Global Asset Management LLC 23230.01%0.01%0.02%Q4 2018Q2 202423
Pensionmark Financial Group, LLC 23230.10%0.17%0.40%Q4 2018Q2 202423
Pinion Investment Advisors, LLC 23230.45%2.60%3.26%Q4 2018Q2 202423
Omega Financial Group, LLC 23232.14%3.18%5.26%Q4 2018Q2 202423
Stordahl Capital Management, Inc. 23230.61%0.93%1.39%Q4 2018Q2 202423
Capital Investment Advisory Services, LLC 23230.02%0.03%0.04%Q4 2018Q2 202423
Independent Advisor Alliance 23230.00%0.04%0.16%Q4 2018Q2 202423
Abbrea Capital, LLC 23230.33%0.36%0.42%Q4 2018Q2 202423
Financial Advisors, LLC 23230.73%1.39%2.24%Q4 2018Q2 202423
OGOREK ANTHONY JOSEPH /NY/ /ADV 23230.00%0.19%1.14%Q4 2018Q2 202423
PRIVATE CAPITAL MANAGEMENT LLC 23231.60%2.60%3.21%Q4 2018Q2 202423
Jackson Hole Capital Partners, LLC 23230.00%0.00%0.01%Q4 2018Q2 202423
Retirement Planning Group, LLC 23230.07%0.17%1.05%Q4 2018Q2 202423
MANCHESTER FINANCIAL INC 23234.54%7.11%9.86%Q4 2018Q2 202423
FIRST NATIONAL CORP /MA/ /ADV 23230.00%2.47%3.51%Q4 2018Q2 202423
Whitegate Investment Counselors, Inc. 2210.06%0.20%0.27%Q1 2014Q3 202123
HHM Wealth Advisors, LLC 23230.12%0.20%0.32%Q4 2018Q2 202423
Somerset Group LLC 23230.51%1.50%3.19%Q4 2018Q2 202423
Cresset Asset Management, LLC 23230.02%0.75%1.90%Q4 2018Q2 202423
Carroll Financial Associates, Inc. 23230.00%0.14%0.37%Q2 2016Q4 202123
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 23230.30%1.02%3.06%Q4 2018Q2 202423
Frontier Wealth Management LLC 1670.02%1.33%4.84%Q4 2014Q2 202223
Relaxing Retirement Coach 23232.57%5.99%9.88%Q4 2017Q2 202323
Prestige Wealth Management Group LLC 23230.01%0.67%2.44%Q4 2018Q2 202423
Almanack Investment Partners, LLC. 1672.00%3.45%6.46%Q3 2018Q2 202423
Keel Point, LLC 23230.09%0.57%1.86%Q4 2015Q2 202123
VERITY Wealth Advisors 23231.85%2.74%5.82%Q4 2018Q2 202423
Legacy Bridge, LLC 23230.02%0.05%0.10%Q4 2018Q2 202423
Human Investing LLC 23230.29%0.53%1.24%Q4 2018Q2 202423
Beacon Pointe Advisors, LLC 23230.32%1.57%3.02%Q4 2018Q2 202423
Emery Howard Portfolio Management, Inc. 23230.05%0.09%0.11%Q2 2016Q4 202123
Black Diamond Financial, LLC 23233.44%6.11%8.58%Q4 2018Q2 202423
FinTrust Capital Advisors, LLC 23230.06%0.08%0.12%Q4 2018Q2 202423
MEANS INVESTMENT CO., INC. 23230.06%0.10%0.18%Q4 2018Q2 202423
Edge Capital Group, LLC 23230.01%0.26%0.43%Q4 2018Q2 202423
American Financial Advisors, LLC 23230.06%0.10%0.21%Q4 2018Q2 202423
Peachtree Investment Partners, LLC 23230.10%0.23%0.53%Q4 2018Q2 202423
Elgethun Capital Management 23230.46%0.82%1.20%Q4 2018Q2 202423
CCG WEALTH MANAGEMENT, LLC 23230.87%3.73%13.15%Q4 2018Q2 202423
DROMS STRAUSS ADVISORS INC /MO/ /ADV 23231.13%1.92%2.89%Q4 2018Q2 202423
Strategic Family Wealth Counselors, L.L.C. 23232.36%3.35%4.56%Q4 2018Q2 202423
Live Your Vision, LLC 23230.36%1.05%5.49%Q3 2013Q1 201923
Tanglewood Wealth Management, Inc. 23230.06%0.15%0.40%Q4 2018Q2 202423
Hurlow Wealth Management Group, Inc. 23230.59%1.95%5.49%Q4 2018Q2 202423
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 2030.17%1.80%4.84%Q2 2017Q2 202423
Pinnacle Advisory Group, Inc. 23230.06%0.92%1.60%Q3 2015Q1 202123
Ensemble Capital Management 1570.04%0.11%0.20%Q3 2013Q1 201922
Gainplan LLC 22220.41%0.96%2.40%Q1 2019Q2 202422
Hudock, Inc. 1660.01%0.08%0.14%Q3 2018Q2 202422
Investors Research Corp 22220.00%1.08%2.65%Q1 2019Q2 202422
Schoolcraft Capital LLC 22220.22%0.31%0.42%Q1 2019Q2 202422
Campbell Wealth Management 222221.94%26.78%30.68%Q4 2018Q1 202422
MERCER GLOBAL ADVISORS INC /ADV 22220.06%1.67%4.07%Q1 2019Q2 202422
TSFG, LLC 22220.00%0.01%0.03%Q1 2019Q2 202422
D.A. DAVIDSON & CO. 1720.00%0.00%0.01%Q1 2014Q2 202422
Foster Victor Wealth Advisors, LLC 1750.49%5.74%14.26%Q4 2018Q2 202422
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 22220.44%0.70%1.03%Q1 2019Q2 202422
Manchester Capital Management LLC 1140.00%0.11%0.36%Q2 2013Q2 202422
Summit Financial, LLC 2110.01%0.15%0.58%Q4 2018Q2 202422
Apollon Wealth Management, LLC 22220.07%4.47%22.87%Q1 2019Q2 202422
CORRADO ADVISORS, LLC 2110.01%2.15%8.21%Q4 2014Q4 202222
Jaffetilchin Investment Partners, LLC 22220.13%4.28%5.80%Q1 2019Q2 202422
Next Capital Management LLC 22221.17%3.09%8.11%Q4 2018Q1 202422
Private Portfolio Partners LLC 22220.17%0.25%0.81%Q4 2018Q1 202422
Aptus Capital Advisors, LLC 22220.23%0.43%1.09%Q1 2019Q2 202422
Prime Capital Investment Advisors, LLC 22220.09%6.96%11.44%Q1 2019Q2 202422
Western Wealth Management, LLC 11110.22%0.31%0.45%Q4 2018Q2 202422
Patriot Financial Group Insurance Agency, LLC 1660.01%0.16%0.56%Q4 2018Q2 202422
Financial Synergies Wealth Advisors, Inc. 22220.27%0.75%1.42%Q1 2019Q2 202422
Joseph P. Lucia & Associates, LLC 22220.17%1.07%1.49%Q1 2019Q2 202422
Rockefeller Capital Management L.P. 21210.00%0.01%0.03%Q2 2019Q2 202421
OARSMAN CAPITAL, INC. 21210.14%0.24%0.40%Q2 2019Q2 202421
MONETTA FINANCIAL SERVICES INC 21212.69%3.67%4.06%Q2 2013Q2 201821
Sound View Wealth Advisors Group, LLC 21210.51%1.69%2.20%Q2 2019Q2 202421
GREENWOOD GEARHART INC 21210.65%3.04%9.66%Q2 2019Q2 202421
KEMPER Corp 21212.10%4.14%6.97%Q4 2016Q4 202121
RIVERSEDGE ADVISORS, LLC 21219.83%13.40%17.41%Q2 2019Q2 202421
Pegasus Asset Management, Inc. 21210.17%0.22%0.26%Q2 2019Q2 202421
NORTH STAR ASSET MANAGEMENT INC 21210.45%0.90%1.90%Q2 2019Q2 202421
Matrix Trust Co 21216.18%7.97%10.80%Q2 2019Q2 202421
Starfire Investment Advisers, Inc. 11100.45%0.58%0.71%Q1 2015Q2 202021
Nicholas Hoffman & Company, LLC. 1720.01%0.08%0.18%Q2 2018Q2 202421
Windsor Wealth Management, Inc. 21210.12%0.53%1.55%Q3 2018Q3 202321
Kalos Management, Inc. 1710.57%3.07%7.06%Q4 2017Q2 202321
Glassman Wealth Services 21210.01%0.02%0.04%Q2 2019Q2 202421
Burleson & Company, LLC 21210.25%3.52%10.56%Q4 2017Q4 202221
Lido Advisors, LLC 1920.00%0.07%0.14%Q1 2019Q2 202421
Heritage Way Advisors, LLC 21212.40%2.87%3.16%Q4 2016Q4 202121
Johnson Financial Group, Inc. 1110.00%0.00%0.01%Q2 2015Q2 202421
BDO Wealth Advisors, LLC 21210.01%0.01%0.02%Q2 2018Q2 202321
PITTENGER & ANDERSON INC 1910.00%0.03%0.10%Q4 2014Q2 202421
Miracle Mile Advisors, LLC 2010.01%0.12%0.38%Q2 2016Q2 202421
NAPLES GLOBAL ADVISORS, LLC 21210.08%0.20%0.35%Q2 2019Q2 202421
SEGALL BRYANT & HAMILL, LLC 1470.01%0.02%0.02%Q2 2018Q3 202321
MOSELEY INVESTMENT MANAGEMENT INC 1830.17%0.26%0.36%Q1 2019Q2 202421
MONTAG A & ASSOCIATES INC 1650.00%0.02%0.04%Q4 2018Q2 202421
Red Cedar Capital, LLC 21210.35%0.41%0.48%Q4 2017Q4 202221
Advisory Alpha, LLC 1520.01%1.20%4.03%Q2 2016Q2 202221
CALTON & ASSOCIATES, INC. 21210.09%0.74%1.97%Q2 2018Q2 202321
MAI Capital Management 21210.18%0.29%0.46%Q2 2019Q2 202421
Carnegie Investment Counsel 2010.01%0.04%0.08%Q4 2016Q2 202421
Lesa Sroufe & Co 1280.18%0.42%0.59%Q2 2019Q2 202420
MANAGED ACCOUNT SERVICES INC 20201.66%2.04%2.49%Q4 2016Q3 202120
MARIETTA INVESTMENT PARTNERS LLC 20200.07%0.14%0.19%Q3 2019Q2 202420
Jacobsen Capital Management 1730.32%0.55%1.18%Q2 2019Q2 202420
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.01%0.06%0.13%Q1 2016Q4 202020
GenWealth Group, Inc. 20200.16%0.23%0.36%Q3 2019Q2 202420
Wealthspire Advisors, L.P. 20201.47%2.78%3.37%Q4 2015Q3 202020
Cypress Wealth Services, LLC 1820.05%0.61%2.21%Q4 2017Q2 202420
American Portfolios Advisors 20200.00%0.04%0.39%Q4 2017Q3 202220
FOSTER & MOTLEY INC 1010.02%0.04%0.08%Q1 2016Q1 202220
Physician Wealth Advisors, Inc. 20200.05%0.32%0.96%Q3 2019Q2 202420
ATLAS CAPITAL ADVISORS LLC 10100.00%0.00%0.00%Q1 2018Q1 202320
Charles Schwab Trust Co 20200.14%3.99%6.66%Q3 2019Q2 202420
Vigilant Capital Management, LLC 1010.00%0.02%0.05%Q4 2017Q2 202320
Pathway Financial Advisors LLC 1110.01%0.08%0.13%Q4 2017Q2 202420
TRUSTCORE FINANCIAL SERVICES, LLC 1640.20%0.47%0.73%Q4 2017Q4 202220
WealthTrust Fairport, LLC 20200.00%0.15%0.34%Q2 2014Q1 201920
Visionary Wealth Advisors 19190.06%0.30%2.33%Q4 2019Q2 202419
Seneca House Advisors 1540.15%1.16%6.45%Q1 2018Q2 202419
GILL CAPITAL PARTNERS, LLC 1810.16%0.20%0.24%Q4 2018Q2 202419
TIAA, FSB 1180.00%0.01%0.01%Q2 2017Q2 202319
Aurora Private Wealth, Inc. 19190.30%0.59%1.02%Q4 2019Q2 202419
Westside Investment Management, Inc. 1810.00%0.00%0.00%Q2 2019Q2 202419
Element Wealth, LLC 19193.20%4.16%5.56%Q4 2019Q2 202419
Bison Wealth, LLC 19190.05%0.26%0.40%Q4 2017Q2 202219
AVANTAX ADVISORY SERVICES, INC. 19190.01%0.04%0.09%Q4 2019Q2 202419
QUADRANT CAPITAL GROUP LLC 19190.00%0.03%0.07%Q4 2019Q2 202419
Financial Perspectives, Inc 19190.02%0.02%0.02%Q4 2019Q2 202419
INTREPID CAPITAL MANAGEMENT INC 19190.15%1.86%4.54%Q4 2019Q2 202419
S.E.E.D. Planning Group LLC 19190.70%2.45%13.38%Q4 2019Q2 202419
Oldfather Financial Services, LLC 19190.34%0.60%0.76%Q4 2019Q2 202419
IAG Wealth Partners, LLC 19190.04%0.07%0.14%Q4 2019Q2 202419
Integrated Advisors Network LLC 19190.17%0.21%0.23%Q4 2019Q2 202419
Fusion Capital, LLC 19190.14%0.24%0.74%Q4 2019Q2 202419
NWK Group, Inc. 19190.06%0.08%0.10%Q4 2019Q2 202419
Mission Creek Capital Partners, Inc. 19190.08%0.14%0.18%Q4 2019Q2 202419
DAVIDSON TRUST CO 19190.94%1.09%1.26%Q4 2019Q2 202419
Sugarloaf Wealth Management, LLC 19190.03%0.04%0.05%Q4 2019Q2 202419
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
FIRST FOUNDATION ADVISORS 19190.02%0.07%0.13%Q4 2019Q2 202419
Gleason Group, Inc. 19190.01%1.99%5.94%Q4 2019Q2 202419
Stillwater Capital Advisors, LLC 19190.06%0.08%0.08%Q3 2018Q1 202319
CAPITAL ADVISORS INC/OK 1810.02%0.04%0.08%Q4 2018Q2 202419
BESSEMER GROUP INC 1810.00%0.00%0.00%Q1 2016Q2 202419
Meridian Wealth Partners, LLC 19195.21%9.34%12.01%Q4 2019Q2 202419
CVA Family Office, LLC 19191.36%2.49%4.67%Q4 2019Q2 202419
MFA WEALTH ADVISORS, LLC 810.00%2.48%8.60%Q4 2017Q2 202419
BALLAST ADVISORS LLC 19196.36%9.07%10.13%Q4 2019Q2 202419
Wade Financial Advisory, Inc 19190.24%0.34%0.46%Q4 2019Q2 202419
Fortis Capital Management LLC 19193.53%6.93%12.67%Q4 2019Q2 202419
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 19190.88%1.29%1.81%Q4 2019Q2 202419
Red Door Wealth Management, LLC 19194.37%6.41%9.95%Q4 2019Q2 202419
Capital Advisors, Ltd. LLC 19190.00%0.16%0.66%Q4 2019Q2 202419
SENTINEL PENSION ADVISORS INC. 19191.16%2.89%5.67%Q4 2019Q2 202419
Carolina Wealth Advisors, LLC 19192.35%3.07%3.75%Q4 2019Q2 202419
AlphaCore Capital LLC 19190.04%0.30%1.18%Q4 2019Q2 202419
ROVIN CAPITAL /UT/ /ADV 19190.72%1.55%2.69%Q4 2019Q2 202419
Mayfair Advisory Group, LLC 19190.23%0.50%1.36%Q4 2019Q2 202419
Adero Partners, LLC 19190.10%0.38%1.22%Q4 2019Q2 202419
BELLEVUE ASSET MANAGEMENT, LLC 19190.15%0.19%0.27%Q4 2019Q2 202419
IEQ CAPITAL, LLC 19190.04%0.05%0.09%Q4 2019Q2 202419
HighMark Wealth Management LLC 19190.02%0.02%0.02%Q4 2019Q2 202419
John W. Brooker & Co., CPAs 19190.47%0.93%1.44%Q4 2019Q2 202419
Summit Place Financial Advisors, LLC 19191.37%2.02%2.95%Q4 2019Q2 202419
ARBOR TRUST WEALTH ADVISORS, LLC 19193.23%4.31%6.69%Q4 2019Q2 202419
Modus Advisors, LLC 19190.13%0.40%0.66%Q4 2019Q2 202419
Pacific Capital Wealth Advisors, Inc. 19191.49%3.57%6.54%Q4 2019Q2 202419
HIGHLAND CAPITAL MANAGEMENT, LLC 1720.00%0.02%0.02%Q2 2015Q2 202419
ERn Financial, LLC 1720.07%0.09%0.15%Q2 2019Q2 202419
Wall Capital Group, Inc. 1540.05%3.02%17.20%Q1 2017Q3 202319
Vision Capital Management, Inc. 1810.06%0.22%0.36%Q2 2019Q2 202419
R. W. Roge & Company, Inc. 19195.49%8.19%10.68%Q4 2019Q2 202419
Pflug Koory, LLC 19190.10%0.14%0.19%Q3 2019Q1 202419
SPRENG CAPITAL MANAGEMENT, INC. 19190.66%1.02%1.29%Q4 2019Q2 202419
Provident Wealth Management, LLC 19197.33%9.43%14.14%Q4 2019Q2 202419
WealthTrust-Arizona, LLC 19190.34%7.72%10.04%Q2 2014Q4 201819
ATTICUS WEALTH MANAGEMENT, LLC 19190.00%0.03%0.12%Q4 2019Q2 202419
Ascension Capital Advisors, Inc. 19196.91%10.66%14.12%Q4 2019Q2 202419
Firestone Capital Management 19190.21%0.38%0.52%Q4 2019Q2 202419
Wagner Wealth Management, LLC 1540.08%0.11%0.25%Q4 2017Q2 202419
Financial Engines Advisors L.L.C. 1810.00%0.01%0.01%Q3 2018Q2 202419
Your Advocates Ltd., LLP 19190.24%3.93%11.28%Q4 2019Q2 202419
Mutual Advisors, LLC 19190.02%0.07%0.30%Q4 2019Q2 202419
Marcum Wealth, LLC 19190.42%8.08%11.54%Q4 2019Q2 202419
Joel Isaacson & Co., LLC 1350.02%0.02%0.02%Q3 2015Q2 202418
Jacobi Capital Management LLC 1710.00%0.39%0.79%Q2 2018Q2 202418
Merriman Wealth Management, LLC 18180.16%0.27%0.64%Q1 2020Q2 202418
QCI ASSET MANAGEMENT INC/NY 18180.00%0.66%1.27%Q2 2017Q3 202118
Northeast Financial Consultants Inc 1710.02%0.02%0.02%Q4 2019Q2 202418
Evercore Wealth Management, LLC 1260.00%0.01%0.02%Q4 2015Q3 202118
AVALON CAPITAL MANAGEMENT 1170.22%1.74%5.33%Q2 2013Q3 201818
Bogart Wealth, LLC 1410.00%0.01%0.08%Q4 2018Q2 202418
PrairieView Partners, LLC 18180.00%0.00%0.00%Q1 2020Q2 202418
Columbus Macro, LLC 18180.88%2.01%3.23%Q2 2018Q3 202218
NorthRock Partners, LLC 1710.03%0.18%0.79%Q3 2019Q2 202418
Cedar Brook Financial Partners, LLC 1260.32%0.88%1.89%Q4 2018Q1 202418
Baker Avenue Asset Management, LP 18180.14%0.85%1.35%Q1 2020Q2 202418
Savant Capital, LLC 18180.02%0.57%1.76%Q1 2020Q2 202418
Riverpoint Wealth Management Holdings, LLC 18180.42%0.54%1.38%Q1 2020Q2 202418
LAKE STREET ADVISORS GROUP, LLC 18180.39%0.52%0.93%Q1 2020Q2 202418
CAROLINAS WEALTH CONSULTING LLC 18180.01%0.01%0.02%Q1 2020Q2 202418
ZACKS INVESTMENT MANAGEMENT 1710.01%0.02%0.04%Q4 2019Q2 202418
SWS Partners 812.86%5.13%7.73%Q4 2017Q2 202418
Rosenberg Matthew Hamilton 18180.90%2.27%3.58%Q1 2020Q2 202418
Gray Wealth Management Inc. 18180.17%0.24%0.32%Q1 2020Q2 202418
Capital Investment Advisors, LLC 1230.01%0.01%0.02%Q2 2018Q2 202418
Rehmann Capital Advisory Group 18180.04%0.05%0.06%Q1 2020Q2 202418
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 1620.49%0.69%1.20%Q4 2019Q2 202418
Avion Wealth 18180.01%0.03%0.08%Q1 2020Q2 202418
Resource Planning Group 1080.16%0.18%0.20%Q3 2018Q1 202318
Cambridge Advisors Inc. 1610.06%0.11%0.21%Q3 2018Q2 202418
CreativeOne Wealth, LLC 1020.02%0.08%0.22%Q3 2018Q2 202418
TRUIST FINANCIAL CORP 18180.03%0.07%0.09%Q4 2019Q1 202418
PEAPACK GLADSTONE FINANCIAL CORP 18180.01%0.06%0.14%Q1 2020Q2 202418
Domani Wealth, LLC 18182.54%3.35%3.82%Q4 2018Q1 202318
Lutz Financial Services LLC 18180.36%0.79%1.30%Q1 2020Q2 202418
Richard Bernstein Advisors LLC 18180.03%0.09%0.16%Q1 2018Q2 202218
BNP PARIBAS FINANCIAL MARKETS 910.00%0.00%0.01%Q1 2015Q4 202318
Redhawk Wealth Advisors, Inc. 830.06%0.37%1.87%Q4 2018Q2 202418
Adams Wealth Management 181814.02%34.33%50.73%Q1 2020Q2 202418
Legacy Private Trust Co. 18180.04%0.50%0.64%Q1 2020Q2 202418
HANTZ FINANCIAL SERVICES, INC. 18180.08%1.21%2.00%Q1 2020Q2 202418
Reitz Capital Advisors LLC 1530.20%0.79%3.11%Q4 2018Q2 202318
TOWNSQUARE CAPITAL LLC 18180.02%0.13%0.45%Q1 2020Q2 202418
Ruggie Capital Group 1440.08%0.17%0.32%Q4 2014Q2 201918
OSAIC HOLDINGS, INC. 18180.02%0.18%0.33%Q1 2020Q2 202418
GLENMEDE TRUST CO NA 1340.00%0.00%0.00%Q1 2019Q2 202317
Lattice Strategies LLC 17170.12%0.41%0.73%Q4 2014Q4 201817
Horst & Graben Wealth Management LLC 17170.08%0.10%0.14%Q2 2020Q2 202417
FRANKLIN RESOURCES INC 17170.00%0.00%0.07%Q2 2020Q2 202417
Focus Financial Network, Inc. 820.64%1.83%2.65%Q1 2019Q2 202417
SYNOVUS FINANCIAL CORP 1070.00%0.00%0.00%Q4 2015Q2 202017
Fisher Asset Management, LLC 810.00%0.00%0.00%Q2 2015Q2 202417
Rockbridge Investment Management, LCC 17170.08%0.24%0.48%Q2 2020Q2 202417
St. Louis Trust Co 17170.58%1.78%3.53%Q2 2020Q2 202417
Retirement Group, LLC 1610.02%0.07%0.16%Q4 2019Q1 202417
LAZARD ASSET MANAGEMENT LLC 17170.00%0.00%0.00%Q2 2020Q2 202417
Cedar Wealth Management, LLC 17170.00%0.02%0.06%Q2 2020Q2 202417
Continuum Advisory, LLC 1340.09%0.14%0.21%Q2 2019Q2 202417
DDD Partners, LLC 17170.05%0.28%0.44%Q2 2020Q2 202417
COZAD ASSET MANAGEMENT INC 17170.11%0.13%0.18%Q2 2020Q2 202417
Baldrige Asset Management LLC 17171.24%1.71%2.47%Q1 2019Q1 202317
Blackhawk Capital Partners LLC. 620.16%2.38%4.35%Q4 2017Q2 202417
ARGENT CAPITAL MANAGEMENT LLC 1010.01%0.19%1.72%Q4 2014Q1 202417
COMMERCE BANK 1610.01%0.01%0.02%Q1 2020Q2 202417
Grant Street Asset Management, Inc. 17170.50%4.39%8.60%Q2 2020Q2 202417
TIEMANN INVESTMENT ADVISORS, LLC 710.10%0.15%0.35%Q4 2013Q2 202417
Heartwood Wealth Advisors LLC 810.03%0.05%0.08%Q4 2019Q2 202417
Strategic Wealth Partners, Ltd. 810.00%0.07%0.18%Q4 2017Q1 202417
MADDEN SECURITIES Corp 1310.56%1.94%3.34%Q4 2019Q2 202417
Vanguard Personalized Indexing Management, LLC 17170.04%0.11%0.32%Q2 2020Q2 202417
Brio Consultants, LLC 1340.05%1.21%2.61%Q1 2019Q2 202417
GREAT VALLEY ADVISOR GROUP, INC. 17170.02%0.04%0.06%Q2 2020Q2 202417
Paradigm Financial Partners, LLC 17170.25%0.70%1.54%Q2 2020Q2 202417
AMG National Trust Bank 17170.02%0.03%0.03%Q2 2020Q2 202417
BCS Wealth Management 1434.60%5.61%7.14%Q4 2019Q1 202417
FARMERS & MERCHANTS INVESTMENTS INC 17170.01%0.01%0.01%Q2 2020Q2 202417
Stonebridge Capital Advisors LLC 650.00%0.01%0.03%Q2 2019Q4 202316
BOYS ARNOLD & CO INC 16160.05%0.06%0.07%Q2 2016Q1 202016
FINANCIAL LIFE ADVISORS 16160.10%0.11%0.13%Q3 2020Q2 202416
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 16160.03%0.32%0.52%Q3 2017Q2 202116
TFC Financial Management, Inc. 16160.01%0.01%0.02%Q3 2020Q2 202416
FormulaFolio Investments, LLC 16160.04%0.22%0.37%Q1 2017Q4 202016
Cerity Partners LLC 1510.03%0.30%1.13%Q4 2018Q2 202416
PARAMETRIC PORTFOLIO ASSOCIATES LLC 810.00%0.00%0.03%Q4 2016Q1 202216
SRS Capital Advisors, Inc. 840.00%0.00%0.01%Q1 2020Q2 202416
Chevy Chase Trust Holdings, LLC 510.00%0.00%0.01%Q2 2014Q4 201916
Single Point Partners, LLC 730.12%0.18%0.25%Q4 2019Q1 202416
Sterling Investment Advisors, Ltd. 16160.01%0.03%0.04%Q3 2018Q2 202216
PATHSTONE FAMILY OFFICE, LLC 610.00%0.01%0.07%Q2 2014Q3 202316
Column Capital Advisors, LLC 16160.18%0.27%0.78%Q4 2019Q3 202316
Clarity Wealth Advisors, LLC 1150.11%0.16%0.26%Q4 2019Q2 202416
Pacific Edge Advisors, LLC 161621.24%27.60%36.19%Q4 2017Q3 202116
FIRST MANHATTAN CO. LLC. 1510.00%0.00%0.00%Q1 2017Q2 202416
TD Ameritrade Trust Co 16160.00%6.88%11.90%Q2 2015Q1 201916
United Asset Strategies, Inc. 650.02%0.16%0.34%Q4 2016Q2 202416
Walkner Condon Financial Advisors LLC 16160.48%0.98%1.79%Q3 2020Q2 202416
Wealthspire Advisors, LLC 1510.81%1.00%1.63%Q1 2020Q2 202416
Integrated Wealth Concepts LLC 16160.62%0.97%1.47%Q3 2020Q2 202416
Commonwealth Equity Services, Inc 16160.02%0.02%0.03%Q4 2013Q3 201716
QUANTUM CAPITAL MANAGEMENT 1150.02%0.13%0.38%Q2 2013Q3 202016
MADISON INVESTMENT HOLDINGS INC 16160.00%0.01%0.02%Q4 2015Q3 201916
Geller Advisors LLC 1150.05%0.12%0.20%Q2 2020Q2 202416
NATIONAL PLANNING CORP 16160.05%0.15%0.22%Q2 2013Q1 201716
PARK AVENUE SECURITIES LLC 1310.00%0.01%0.02%Q3 2019Q2 202416
YHB Investment Advisors, Inc. 16160.08%0.11%0.16%Q3 2020Q2 202416
Jackson Creek Investment Advisors LLC 16160.72%0.90%1.01%Q3 2020Q2 202416
Valmark Advisers, Inc. 16160.03%0.05%0.07%Q3 2020Q2 202416
Kestra Advisory Services, LLC 16160.01%0.04%0.20%Q3 2020Q2 202416
Newport Wealth Strategies, Inc. 16160.80%4.32%7.92%Q4 2017Q3 202116
55I, LLC 16160.18%2.43%9.75%Q4 2018Q3 202216
AlphaStar Capital Management, LLC 1110.02%0.24%1.70%Q2 2017Q2 202216
RATIONAL ADVISORS LLC 880.03%0.98%2.19%Q1 2018Q4 202316
Efficient Market Advisors, LLC 16160.10%0.22%0.52%Q2 2013Q1 201716
VIRIDIAN RIA, LLC 1420.69%0.88%1.08%Q1 2018Q1 202216
NWAM LLC 610.02%0.06%0.26%Q4 2016Q1 202416
PACES FERRY WEALTH ADVISORS, LLC 16160.97%1.70%2.68%Q3 2020Q2 202416
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 15157.64%8.49%10.17%Q4 2020Q2 202415
Veery Capital, LLC 151511.48%12.40%13.96%Q4 2020Q2 202415
Grant/GrossMendelsohn, LLC 15150.25%0.62%1.01%Q4 2020Q2 202415
Robbins Farley 15150.10%0.14%0.22%Q4 2020Q2 202415
Capital Wealth Planning, LLC 610.00%0.04%0.12%Q2 2019Q2 202415
Global Financial Private Client, LLC 15150.00%0.00%0.00%Q4 2020Q2 202415
PRINCIPAL FINANCIAL GROUP INC 1050.00%0.00%0.00%Q4 2018Q2 202415
Harbor Group, Inc. 15151.64%3.38%4.92%Q4 2020Q2 202415
Venture Visionary Partners LLC 15150.05%0.09%0.32%Q4 2020Q2 202415
Sowell Financial Services LLC 720.01%0.08%0.46%Q4 2018Q4 202315
Harborview Advisors, LLC 15150.23%0.49%0.57%Q1 2018Q3 202115
NOMURA ASSET MANAGEMENT CO LTD 960.00%0.01%0.02%Q3 2018Q4 202315
SevenBridge Financial Group, LLC 1140.05%0.21%0.34%Q2 2019Q2 202415
CFO4Life Group, LLC 910.04%0.09%0.23%Q3 2019Q2 202415
Berger Financial Group, Inc 15153.20%4.26%4.91%Q4 2020Q2 202415
HALBERT HARGROVE GLOBAL ADVISORS, LLC 15150.02%0.03%0.03%Q2 2020Q4 202315
MSI Financial Services Inc 15150.01%0.02%0.06%Q2 2013Q4 201615
Oakwell Private Wealth Management, LLC 15152.09%3.09%4.74%Q4 2020Q2 202415
Advisor Group, Inc. 15150.02%0.05%0.21%Q2 2016Q4 201915
TrueWealth Advisors, LLC 15150.16%0.22%0.38%Q4 2020Q2 202415
RETIREMENT INCOME SOLUTIONS, INC 15150.07%0.10%0.17%Q4 2020Q2 202415
VAN STRUM & TOWNE INC. 15150.24%0.85%1.64%Q4 2020Q2 202415
KAVAR CAPITAL PARTNERS GROUP, LLC 15154.06%4.80%5.20%Q4 2020Q2 202415
Flagship Private Wealth, LLC 15150.22%0.29%0.31%Q4 2020Q2 202415
BRINKER CAPITAL INC 15150.45%1.16%1.45%Q4 2016Q2 202015
Kovack Advisors, Inc. 810.02%0.05%0.07%Q1 2018Q2 202315
Litman Gregory Wealth Management LLC 910.03%0.04%0.05%Q4 2019Q2 202415
WEST PACES ADVISORS INC. 1310.03%0.07%0.21%Q4 2016Q2 202415
COLLECTIVE FAMILY OFFICE LLC 15150.11%0.26%0.63%Q4 2020Q2 202415
THOROUGHBRED FINANCIAL SERVICES, LLC 15150.06%0.17%0.30%Q4 2020Q2 202415
Homrich & Berg 1110.01%0.16%0.53%Q1 2015Q3 202115
UBS AG 660.00%0.00%0.00%Q2 2013Q3 201415
Praetorian Wealth Management, Inc. 960.19%0.21%0.24%Q2 2020Q2 202415
Main Street Financial Solutions, LLC 15151.59%2.30%2.82%Q4 2020Q2 202415
FINANCIAL MANAGEMENT NETWORK INC 15150.12%0.18%0.24%Q4 2020Q2 202415
PATTEN & PATTEN INC/TN 1110.02%0.03%0.04%Q3 2016Q2 202415
Tradition Wealth Management, LLC 15150.02%0.04%0.09%Q4 2020Q2 202415
OUTFITTER FINANCIAL LLC 15150.35%1.05%1.58%Q4 2020Q2 202415
Clear Creek Financial Management, LLC 1310.18%0.26%0.38%Q2 2020Q2 202415
Smith Anglin Financial, LLC 15150.23%1.15%6.05%Q4 2020Q2 202415
Stratos Wealth Advisors, LLC 1310.02%0.08%0.28%Q1 2020Q2 202415
CENTAURUS FINANCIAL, INC. 1410.01%0.03%0.06%Q2 2018Q1 202415
HM PAYSON & CO 1410.00%0.00%0.01%Q3 2019Q2 202415
Freestone Capital Holdings, LLC 1320.00%0.05%0.10%Q3 2020Q2 202415
Family Management Corp 15150.24%0.41%0.73%Q4 2020Q2 202415
Waldron Private Wealth LLC 960.02%0.03%0.09%Q4 2017Q3 202115
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 151510.12%10.72%11.64%Q2 2016Q4 201915
Csenge Advisory Group 1410.02%0.44%0.79%Q3 2018Q2 202415
HARBOUR INVESTMENT MANAGEMENT LLC 15150.12%0.15%0.26%Q4 2020Q2 202415
Legend Financial Advisors, Inc. 870.01%0.83%3.41%Q4 2018Q2 202415
MYCIO WEALTH PARTNERS, LLC 1320.01%0.37%0.50%Q2 2014Q4 201915
Everhart Financial Group, Inc. 15150.30%0.57%0.92%Q4 2020Q2 202415
DHJJ Financial Advisors, Ltd. 15150.18%0.25%0.29%Q4 2020Q2 202415
Game Plan Financial Advisors, LLC 1020.99%1.28%1.67%Q4 2019Q2 202415
Cypress Capital Management LLC (WY) 730.00%1.03%4.80%Q4 2016Q2 202115
Brookstone Capital Management 1320.01%0.04%0.08%Q2 2015Q2 202415
Northeast Financial Group, Inc. 151512.05%16.09%21.58%Q4 2020Q2 202415
Foster Group, Inc. 15150.04%0.07%0.09%Q4 2020Q2 202415
Goepper Burkhardt LLC 15150.18%0.21%0.27%Q4 2020Q2 202415
ETRADE Capital Management LLC 15150.05%0.08%0.11%Q1 2017Q3 202015
TOTAL INVESTMENT MANAGEMENT INC 1410.38%5.14%13.44%Q4 2016Q1 202115
BEAM WEALTH ADVISORS, INC. 15150.22%0.34%0.52%Q4 2020Q2 202415
Cetera Investment Advisers 14140.00%0.04%0.09%Q4 2020Q1 202414
Diversified, LLC 1130.37%12.51%31.78%Q4 2020Q2 202414
Zhang Financial LLC 14140.07%0.22%0.42%Q1 2021Q2 202414
MBA Advisors LLC 14142.11%3.28%4.10%Q1 2021Q2 202414
CAMBRIDGE TRUST CO 14140.01%0.01%0.01%Q4 2020Q1 202414
1900 WEALTH MANAGEMENT LLC 14140.05%0.20%0.28%Q1 2021Q2 202414
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 14140.00%0.00%0.01%Q1 2021Q2 202414
Delphi Private Advisors LLC 959.91%15.64%24.92%Q4 2015Q2 201914
Lehman & Derafelo Financial Resources LLC 1220.00%0.00%0.00%Q4 2018Q3 202214
Confluence Wealth Management LLC 1220.12%0.35%1.16%Q3 2015Q2 202014
Geneva Advisors, LLC 14140.00%0.01%0.02%Q1 2014Q2 201714
RHS Financial, LLC 14140.86%1.76%2.29%Q1 2021Q2 202414
True North Advisors, LLC 630.09%0.28%0.71%Q2 2020Q2 202414
GSB Wealth Management, LLC 14140.11%0.74%1.79%Q1 2021Q2 202414
WestHill Financial Advisors, Inc. 1220.14%0.15%0.16%Q4 2020Q2 202414
Opus Capital Group, LLC 860.04%0.46%0.99%Q2 2020Q2 202414
ADVISORS MANAGEMENT GROUP INC /ADV 14140.31%0.52%0.66%Q1 2021Q2 202414
PagnatoKarp Partners LLC 14140.62%1.40%3.34%Q4 2016Q1 202014
Spire Wealth Management 14140.01%0.07%0.24%Q1 2021Q2 202414
InterOcean Capital Group, LLC 14140.10%0.18%0.23%Q4 2020Q1 202414
NEPC LLC 14141.17%3.47%6.57%Q4 2019Q1 202314
NewEdge Advisors, LLC 14140.01%0.03%0.06%Q1 2021Q2 202414
Cornerstone Wealth Advisors, Inc. 14141.87%2.60%4.05%Q1 2021Q2 202414
Southern Wealth Management, LLP 14140.07%0.41%0.69%Q4 2019Q1 202314
SHINE INVESTMENT ADVISORY SERVICES INC 14140.18%0.58%1.07%Q2 2017Q3 202014
Selective Wealth Management, Inc. 1310.00%0.03%0.26%Q3 2018Q3 202214
Facet Wealth, Inc. 14140.03%0.05%0.08%Q1 2021Q2 202414
MATHER GROUP, LLC. 1310.01%0.01%0.01%Q4 2020Q2 202414
WealthShield Partners, LLC 1040.00%0.24%0.39%Q3 2020Q2 202414
PRIVATE ASSET MANAGEMENT INC 14140.04%0.06%0.06%Q2 2020Q3 202314
FIFTH THIRD SECURITIES, INC. 910.11%0.44%2.25%Q3 2017Q2 202414
Orion Portfolio Solutions, LLC 1130.00%0.13%0.30%Q4 2019Q2 202414
DENVER INVESTMENT ADVISORS LLC 14140.01%0.04%0.07%Q4 2014Q1 201814
MBE Wealth Management, LLC 610.12%0.15%0.24%Q1 2020Q2 202413
Crewe Advisors LLC 13130.10%0.12%0.14%Q2 2021Q2 202413
BEACON INVESTMENT ADVISORY SERVICES, INC. 13130.01%0.02%0.03%Q2 2021Q2 202413
SVB WEALTH LLC 850.00%0.02%0.06%Q1 2021Q2 202413
Betterment LLC 13130.00%0.03%0.16%Q2 2021Q2 202413
GRIES FINANCIAL LLC 760.08%0.13%0.21%Q1 2021Q2 202413
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 820.01%0.10%0.35%Q4 2015Q4 201913
ASSOCIATED BANC-CORP 13130.01%0.01%0.01%Q2 2021Q2 202413
Capital Planning LLC 760.24%1.94%3.67%Q4 2020Q2 202413
HARBOUR INVESTMENTS, INC. 940.01%1.12%1.64%Q1 2021Q2 202413
Strategic Financial Services, Inc. 760.33%0.91%1.12%Q3 2016Q4 201913
Aberdeen Wealth Management LLC 1120.01%0.01%0.04%Q4 2020Q2 202413
NOTTINGHAM ADVISORS, INC. 940.04%1.14%2.58%Q3 2014Q2 202413
Curi Wealth Management, LLC 13137.07%11.24%19.00%Q4 2020Q4 202313
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q2 2016Q4 202313
Hanson & Doremus Investment Management 1030.00%0.00%0.01%Q2 2018Q2 202413
MOTIVE WEALTH ADVISORS 13130.27%0.32%0.46%Q2 2021Q2 202413
BANK HAPOALIM BM 13131.09%2.37%3.25%Q1 2021Q1 202413
Wealth CMT 760.19%0.68%2.80%Q4 2019Q1 202313
Berkshire Money Management, Inc. 810.06%0.09%0.11%Q3 2018Q1 202413
LifeSteps Financial, Inc. 910.16%0.22%0.26%Q4 2019Q2 202413
CERTUITY, LLC 13130.03%0.11%0.20%Q2 2021Q2 202413
CYPRESS CAPITAL MANAGEMENT LLC 13130.14%0.16%0.20%Q3 2019Q3 202213
Destiny Wealth Partners, LLC 13130.09%0.22%0.33%Q4 2020Q4 202313
Annapolis Financial Services, LLC 13130.17%0.24%0.35%Q4 2020Q4 202313
Jefferies Group LLC 910.00%0.01%0.02%Q4 2015Q3 202213
Newfound Research LLC 13130.01%0.01%0.02%Q4 2015Q4 201813
Altium Wealth Management LLC 940.06%0.13%0.34%Q4 2017Q2 202213
TimeScale Financial, Inc. 910.00%0.01%0.03%Q2 2019Q2 202313
COLTON GROOME FINANCIAL ADVISORS, LLC 13130.12%1.81%3.73%Q3 2019Q3 202213
Forvis Mazars Wealth Advisors, LLC 13130.01%0.02%0.03%Q2 2021Q2 202413
Laird Norton Wetherby Wealth Management, LLC 13130.06%0.07%0.08%Q2 2014Q2 201713
Qube Research & Technologies Ltd 1120.00%0.00%0.01%Q4 2020Q2 202413
Silicon Hills Wealth Management, LLC 13130.18%0.46%0.70%Q4 2019Q4 202213
UMB Bank, n.a. 13130.00%0.00%0.01%Q2 2021Q2 202413
BALASA DINVERNO & FOLTZ LLC 13130.02%0.03%0.04%Q3 2019Q3 202213
EPG Wealth Management LLC 820.00%0.00%0.00%Q4 2019Q2 202413
Donor Advised Charitable Giving, Inc. 940.02%0.09%0.17%Q3 2019Q1 202313
MBL Wealth, LLC 1010.43%0.77%0.98%Q4 2020Q2 202413
GPS Wealth Strategies Group, LLC 760.00%0.03%0.03%Q1 2021Q2 202413
Plancorp, LLC 13130.02%0.09%0.12%Q2 2021Q2 202413
Sheaff Brock Investment Advisors, LLC 13130.04%0.05%0.08%Q2 2021Q2 202413
Maryland Capital Management 910.03%0.05%0.06%Q4 2017Q3 202213
Spotlight Asset Group, Inc. 850.12%0.14%0.17%Q4 2019Q2 202413
Hexagon Capital Partners LLC 13130.00%0.04%0.06%Q2 2021Q2 202413
First Allied Advisory Services, Inc. 1010.00%0.19%0.37%Q4 2015Q3 202013
ACAS, LLC 760.27%0.42%0.50%Q1 2021Q2 202413
HL FINANCIAL SERVICES LLC 12120.01%0.01%0.01%Q2 2013Q1 201612
Choate Investment Advisors 1020.00%0.00%0.01%Q2 2021Q2 202412
Sand Hill Global Advisors, LLC 12120.14%0.16%0.19%Q3 2021Q2 202412
Radnor Financial Advisors, LLC 12120.92%1.28%1.62%Q4 2019Q3 202212
Koss-Olinger Consulting, LLC 10114.24%20.04%24.79%Q1 2021Q2 202412
Halpern Financial, Inc. 12120.01%0.02%0.02%Q3 2021Q2 202412
Kozak & Associates, Inc. 12120.00%0.00%0.01%Q3 2021Q2 202412
Hochman Cole Investment Advisors, Inc. 12120.15%0.17%0.22%Q4 2018Q3 202112
WADE G W & INC 12120.01%0.06%0.12%Q1 2021Q4 202312
Mariner Wealth Advisors-Cincinnati, LLC 12122.10%3.10%3.95%Q4 2015Q3 201812
Baird Financial Group, Inc. 910.00%0.00%0.00%Q2 2015Q2 202412
ORSER CAPITAL MANAGEMENT, LLC 12120.25%0.34%0.55%Q3 2019Q2 202212
DEUTSCHE BANK AG\ 710.00%0.00%0.00%Q1 2018Q4 202212
Procyon Advisors, LLC 930.02%0.58%1.19%Q4 2019Q2 202412
Laidlaw Wealth Management LLC 750.40%0.62%0.82%Q4 2019Q2 202312
Fiduciary Trust Co International of Pennsylvania 12120.01%0.08%0.48%Q2 2017Q1 202012
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 930.08%0.15%0.30%Q3 2020Q4 202312
CHATHAM CAPITAL GROUP, INC. 750.04%0.15%0.24%Q4 2020Q2 202412
Balentine LLC 510.00%0.00%0.00%Q1 2019Q2 202412
Capital Asset Advisory Services LLC 12120.00%0.01%0.01%Q4 2019Q3 202212
Independent Wealth Network Inc. 12120.14%0.26%0.32%Q3 2021Q2 202412
TWO SIGMA SECURITIES, LLC 410.00%0.04%0.24%Q2 2017Q2 202412
KILEY JUERGENS WEALTH MANAGEMENT, LLC 910.06%0.21%0.26%Q4 2017Q2 202412
AllSquare Wealth Management LLC 750.00%0.09%0.24%Q4 2014Q2 201912
U.S. Capital Wealth Advisors, LLC 12120.07%0.18%0.30%Q3 2021Q2 202412
Equitable Holdings, Inc. 1110.01%0.09%0.11%Q4 2019Q2 202412
Sound Income Strategies, LLC 910.00%0.01%0.02%Q2 2019Q1 202412
Sage Financial Management Group, Inc. 638.82%16.28%23.55%Q4 2020Q1 202412
Tranquility Partners, LLC 12120.13%0.16%0.20%Q3 2020Q2 202312
SOL Capital Management CO 12120.09%0.11%0.14%Q1 2015Q4 201712
DeGreen Capital Management LLC 12121.52%4.65%10.29%Q4 2018Q3 202112
Tenret Co LLC 930.82%0.88%0.98%Q2 2021Q2 202412
DB Wealth Management Group, LLC 12120.00%0.01%0.01%Q1 2021Q4 202312
Beaumont Financial Partners, LLC 12120.03%0.16%0.26%Q4 2019Q3 202212
Badgley Phelps Wealth Managers, LLC 12120.04%0.04%0.04%Q3 2021Q2 202412
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 12120.00%0.01%0.02%Q4 2016Q3 201912
Realta Investment Advisors 620.00%0.07%0.17%Q2 2019Q2 202412
AT Bancorp 12120.36%13.50%19.18%Q2 2016Q1 201912
Rice Partnership, LLC 660.01%0.02%0.04%Q2 2021Q2 202412
Analyst IMS Investment Management Services Ltd. 610.01%0.02%0.03%Q3 2018Q2 202412
Essex LLC 12121.69%2.38%3.64%Q3 2021Q2 202412
RFG Advisory, LLC 930.03%0.09%0.20%Q1 2020Q2 202412
Grove Bank & Trust 750.04%0.05%0.06%Q2 2021Q2 202412
Claro Advisors LLC 12120.11%0.17%0.26%Q3 2021Q2 202412
Clark Capital Management Group, Inc. 520.00%0.01%0.02%Q1 2019Q2 202412
WASHINGTON TRUST Co 1010.00%0.00%0.00%Q1 2020Q2 202411
Heritage Financial Services, LLC 11110.07%0.13%0.30%Q4 2021Q2 202411
Callan Capital, LLC 11110.07%0.12%0.15%Q4 2021Q2 202411
HB Wealth Management, LLC 11110.43%0.83%0.99%Q4 2021Q2 202411
LOGAN CAPITAL MANAGEMENT INC 11110.00%0.00%0.00%Q1 2021Q3 202311
SHELTON WEALTH MANAGEMENT, LLC 11113.09%5.38%6.46%Q4 2021Q2 202411
Econ Financial Services Corp 410.91%2.30%3.73%Q4 2018Q2 202411
Stone Point Wealth LLC 11110.22%0.36%0.45%Q4 2021Q2 202411
Loveless Wealth Management LLC 11110.23%0.42%0.61%Q4 2019Q2 202211
GOFEN & GLOSSBERG LLC /IL/ 920.01%0.01%0.01%Q3 2019Q4 202211
PROFFITT & GOODSON INC 11110.03%0.03%0.03%Q2 2020Q4 202211
G2 CAPITAL MANAGEMENT, LLC / OH 11112.76%3.39%3.86%Q4 2021Q2 202411
Advisory Services & Investments, LLC 830.18%0.25%0.49%Q3 2021Q2 202411
First Capital Advisors Group, LLC. 520.00%0.10%0.18%Q1 2017Q2 202311
HILL ISLAND FINANCIAL LLC 11110.10%0.42%0.63%Q4 2021Q2 202411
BADGLEY PHELPS & BELL INC 1010.02%0.03%0.04%Q1 2016Q2 202111
Thrive Wealth Management, LLC 11110.13%0.28%0.75%Q4 2021Q2 202411
RETIREMENT GUYS FORMULA LLC 11110.22%0.38%0.66%Q4 2021Q2 202411
EverSource Wealth Advisors, LLC 11110.00%0.02%0.05%Q4 2021Q2 202411
ATMOS ADVISORY, LLC 11110.01%0.02%0.04%Q4 2021Q2 202411
Kathleen S. Wright Associates Inc. 11110.01%0.04%0.05%Q4 2021Q2 202411
Marquette Asset Management, LLC 740.00%0.00%0.00%Q1 2019Q3 202211
Future Financial Wealth Managment LLC 720.16%0.26%0.51%Q4 2020Q2 202411
Cedar Mountain Advisors, LLC 11110.00%0.00%0.00%Q1 2020Q3 202211
RTD Financial Advisors, Inc. 11111.04%1.11%1.18%Q4 2021Q2 202411
Lindbrook Capital, LLC 11110.00%0.01%0.02%Q4 2021Q2 202411
LifePlan Financial Group, Inc 11110.04%0.05%0.07%Q1 2018Q3 202011
Revolve Wealth Partners, LLC 11111.79%4.83%8.32%Q4 2021Q2 202411
BB&T SECURITIES, LLC 11110.01%0.17%0.40%Q1 2017Q3 201911
Evolution Advisers, Inc. 11110.00%0.58%0.86%Q4 2021Q2 202411
HOEY INVESTMENTS, INC 11110.01%0.02%0.03%Q4 2019Q2 202211
Patten Group, Inc. 11110.00%0.02%0.05%Q2 2016Q4 201811
Riverview Capital Advisers, LLC 11110.12%0.13%0.15%Q4 2021Q2 202411
DRAVO BAY LLC 111116.85%18.22%19.44%Q4 2021Q2 202411
Congress Wealth Management LLC / DE / 11110.47%0.63%0.86%Q4 2021Q2 202411
CGN Advisors LLC 11110.07%0.13%0.20%Q4 2021Q2 202411
INVESTMENT SECURITY GROUP INC /CO/ /ADV 111134.69%39.57%47.07%Q1 2019Q3 202111
MAYPORT, LLC 11110.11%0.25%0.36%Q4 2021Q2 202411
Ascent Group, LLC 11110.05%0.06%0.08%Q4 2021Q2 202411
Strategic Blueprint, LLC 1010.02%0.03%0.05%Q2 2021Q1 202411
CREATIVE FINANCIAL DESIGNS INC /ADV 11110.01%0.07%0.13%Q4 2021Q2 202411
Fortitude Advisory Group L.L.C. 11110.60%0.76%1.01%Q4 2021Q2 202411
RE Dickinson Investment Advisors, LLC 11110.23%0.94%2.33%Q4 2021Q2 202411
AHL INVESTMENT MANAGEMENT, INC. 11110.29%0.32%0.36%Q4 2021Q2 202411
Gateway Advisory, LLC 830.05%0.07%0.10%Q3 2019Q2 202211
Missouri Trust & Investment Co 11111.57%1.95%2.41%Q4 2021Q2 202411
Abound Wealth Management 11115.72%7.12%12.68%Q4 2021Q2 202411
Beaird Harris Wealth Management, LLC 11110.01%0.05%0.14%Q4 2021Q2 202411
FIDELIS iM, LLC 11119.64%12.43%14.71%Q3 2021Q1 202411
Bishop & Co Investment Management, LLC 740.20%0.25%0.33%Q4 2015Q3 201911
LYELL WEALTH MANAGEMENT, LP 11110.02%0.08%0.10%Q4 2021Q2 202411
Powers Advisory Group, LLC 111112.60%13.48%14.19%Q4 2021Q2 202411
Kelly Financial Services LLC 11110.00%0.00%0.00%Q3 2019Q1 202211
Newbridge Financial Services Group, Inc. 11110.02%0.02%0.03%Q3 2021Q1 202411
Arcus Capital Partners, LLC 910.04%0.90%1.85%Q4 2017Q4 202211
Bell Investment Advisors, Inc 922.94%3.37%3.84%Q3 2021Q2 202411
Resurgent Financial Advisors LLC 11110.19%0.27%0.36%Q4 2021Q2 202411
Heritage Investment Group, Inc. 11110.15%0.27%0.57%Q4 2021Q2 202411
ETF Store, Inc. 11113.49%3.78%4.03%Q4 2021Q2 202411
Renaissance Technologies 410.00%0.00%0.00%Q2 2018Q2 202411
Morling Financial Advisors, LLC 11114.44%8.52%12.25%Q4 2021Q2 202411
Aspire Wealth Management Corp 11110.26%0.52%0.96%Q4 2021Q2 202411
Ameritas Advisory Services, LLC 11110.05%0.06%0.08%Q4 2021Q2 202411
Ulland Investment Advisors, LLC 11110.89%1.44%1.92%Q4 2021Q2 202411
Independence Advisors, LLC 11110.06%0.07%0.08%Q1 2018Q3 202011
FIRST HAWAIIAN BANK 11110.02%0.08%0.14%Q3 2018Q1 202111
Kolinsky Wealth Management, LLC 111120.22%22.40%23.93%Q4 2021Q2 202411
DELTA ASSET MANAGEMENT LLC/TN 740.00%0.00%0.00%Q1 2021Q2 202411
Pacifica Partners Inc. 11110.00%0.01%0.02%Q4 2021Q2 202411
MORRIS FINANCIAL CONCEPTS, INC. 111112.60%13.96%15.97%Q4 2021Q2 202411
Red Tortoise LLC 742.55%3.45%4.05%Q3 2021Q2 202411
Keystone Wealth Services, LLC 11110.22%0.29%0.57%Q4 2021Q2 202411
Orcam Financial Group 11110.92%0.98%1.07%Q4 2021Q2 202411
McAlister, Sweet & Associates, Inc. 11110.17%0.87%6.45%Q4 2021Q2 202411
PINNACLE FINANCIAL PARTNERS INC 11110.00%0.00%0.00%Q4 2021Q2 202411
Sage Mountain Advisors LLC 11110.49%0.62%0.86%Q4 2021Q2 202411
Compass Advisory Group LLC 11110.45%5.84%8.51%Q4 2021Q2 202411
Disciplined Investments, LLC 11110.01%0.02%0.02%Q4 2019Q2 202211
AXXCESS WEALTH MANAGEMENT, LLC 11110.11%0.33%0.54%Q4 2021Q2 202411
Hutchens & Kramer Investment Management Group, LLC 11112.50%3.40%3.90%Q4 2021Q2 202411
Guardian Wealth Management, Inc. 11110.04%0.05%0.07%Q4 2021Q2 202411
Pillar Wealth Advisors, LLC 111113.37%16.49%20.77%Q4 2021Q2 202411
TRUEWEALTH LLC 11110.22%0.25%0.29%Q4 2017Q2 202011
Elm Partners Management LLC 1010.01%0.01%0.01%Q1 2019Q1 202211
Barden Capital Management, Inc. 11115.16%5.82%6.46%Q4 2021Q2 202411
Essex Savings Bank 430.02%0.09%0.12%Q4 2018Q2 202411
TILIA FIDUCIARY PARTNERS, INC. 11110.47%0.59%0.94%Q4 2021Q2 202411
Gladstone Institutional Advisory LLC 11110.05%0.23%0.49%Q4 2021Q2 202411
GUARDIAN WEALTH ADVISORS, LLC / NC 11111.31%3.49%6.45%Q4 2021Q2 202411
Vise Technologies, Inc. 11110.05%1.08%1.41%Q4 2021Q2 202411
AMERICAN INTERNATIONAL GROUP, INC. 11110.00%0.00%0.01%Q3 2013Q1 201611
Security Financial Services, INC. 11110.15%0.20%0.37%Q4 2021Q2 202411
Consilium Wealth Advisory, LLC 11114.00%5.52%9.11%Q4 2021Q2 202411
Cross Staff Investments Inc 11111.29%1.38%1.48%Q4 2021Q2 202411
Flower City Capital 10101.86%2.89%4.76%Q1 2022Q2 202410
American Trust 10100.66%4.14%6.73%Q4 2021Q1 202410
NATIONAL BANK OF CANADA /FI/ 10100.00%0.00%0.00%Q4 2021Q1 202410
BRADLEY FOSTER & SARGENT INC/CT 10100.02%0.02%0.02%Q1 2022Q2 202410
Beacon Capital Management, LLC 10100.03%0.04%0.05%Q1 2022Q2 202410
SII INVESTMENTS INC/WI 10100.03%0.57%0.79%Q3 2015Q4 201710
HAZLETT, BURT & WATSON, INC. 10100.01%0.02%0.04%Q1 2022Q2 202410
Safeguard Financial, LLC 10100.16%0.47%1.39%Q1 2022Q2 202410
J.W. COLE ADVISORS, INC. 10100.02%0.03%0.07%Q1 2022Q2 202410
Walker Financial Services, Inc. 10100.62%0.74%0.84%Q1 2022Q2 202410
CUTLER INVESTMENT COUNSEL LLC 10100.08%0.12%0.16%Q1 2022Q2 202410
Gemmer Asset Management LLC 910.00%0.01%0.03%Q3 2018Q1 202210
Bellwether Advisors, LLC 10100.00%0.00%0.00%Q4 2020Q1 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
RGT Wealth Advisors, LLC 730.06%0.27%0.44%Q3 2016Q1 202110
LINCOLN CAPITAL CORP 10101.27%2.47%6.95%Q3 2017Q4 201910
Johnson Financial Group, LLC 910.12%1.82%7.83%Q4 2018Q2 202410
Truepoint, Inc. 910.02%0.22%0.40%Q4 2021Q2 202410
J. L. Bainbridge & Co., Inc. 730.02%0.04%0.08%Q3 2018Q3 202110
361 CAPITAL LLC 910.14%0.35%0.78%Q2 2017Q2 202010
BOKF, NA 610.00%0.00%0.01%Q3 2017Q2 202410
SJS Investment Consulting Inc. 820.01%0.01%0.01%Q4 2021Q2 202410
TD PRIVATE CLIENT WEALTH LLC 10100.07%0.09%0.11%Q1 2022Q2 202410
Focused Wealth Management, Inc 10100.00%0.00%0.00%Q3 2020Q4 202210
Marietta Wealth Management, LLC 910.13%0.20%0.26%Q4 2016Q3 201910
MCDONALD PARTNERS LLC 10100.10%0.11%0.12%Q1 2022Q2 202410
Arbor Wealth Management, LLC 10100.18%0.25%0.33%Q4 2015Q1 201810
FIRST MERCANTILE TRUST CO 10108.88%11.03%13.00%Q2 2019Q3 202110
Robertson Stephens Wealth Management, LLC 910.02%0.04%0.06%Q3 2020Q1 202310
Curi RMB Capital, LLC 510.01%0.38%1.90%Q4 2017Q2 202410
SG Americas Securities, LLC 410.00%0.01%0.06%Q2 2013Q3 201810
Adams Chetwood Wealth Management LLC 101012.12%18.08%21.65%Q4 2019Q1 202210
Mechanics Bank Trust Department 10100.04%0.07%0.09%Q1 2021Q2 202310
Gratus Capital, LLC 410.01%0.30%2.79%Q1 2020Q2 202410
HC FINANCIAL ADVISORS INC 10100.04%0.06%0.10%Q1 2020Q2 202210
Alley Investment Management Company, LLC 10100.16%0.18%0.20%Q1 2022Q2 202410
EVERGREEN CAPITAL MANAGEMENT LLC 550.01%0.02%0.03%Q1 2021Q2 202410
Empirical Asset Management, LLC 730.14%0.22%0.25%Q4 2021Q2 202410
Friedenthal Financial 520.20%0.27%0.32%Q3 2017Q4 202110
Athena Investment Management 101015.86%16.85%17.74%Q1 2022Q2 202410
Guardian Financial Partners, LLC 642.32%3.02%3.98%Q4 2021Q2 202410
Sonora Investment Management Group, LLC 910.02%0.05%0.07%Q4 2021Q2 202410
Ten Capital Wealth Advisors, LLC 10100.00%0.02%0.08%Q1 2021Q2 202310
Worth Asset Management, LLC 10100.14%0.91%2.14%Q1 2022Q2 202410
My Legacy Advisors, LLC 10100.13%1.02%3.54%Q1 2022Q2 202410
GoalVest Advisory LLC 610.00%0.11%0.31%Q4 2020Q2 202410
Baltimore-Washington Financial Advisors, Inc. 10100.02%0.17%1.05%Q1 2022Q2 202410
EVOKE WEALTH, LLC 10100.02%0.05%0.37%Q4 2021Q1 202410
PRUDENTIAL FINANCIAL INC 10100.00%0.00%0.01%Q1 2022Q2 202410
Trexquant Investment LP 310.01%0.04%0.15%Q4 2019Q4 202310
MID CONTINENT CAPITAL LLC/IL 10100.02%0.03%0.04%Q2 2013Q3 201510
Von Berge Wealth Management Group, LLC 820.20%0.22%0.23%Q4 2021Q2 202410
TRANSCEND CAPITAL ADVISORS, LLC 10100.09%0.10%0.11%Q1 2022Q2 202410
Austin Private Wealth, LLC 10100.06%0.07%0.13%Q1 2022Q2 202410
Lowe Wealth Advisors, LLC 10100.03%0.05%0.09%Q1 2022Q2 202410
ENTERPRISE FINANCIAL SERVICES CORP 10100.01%0.01%0.01%Q1 2019Q2 202110
Shoker Investment Counsel, Inc. 10100.15%0.18%0.21%Q2 2017Q3 201910
Atria Wealth Solutions, Inc. 10100.02%0.05%0.10%Q1 2022Q2 202410
National Mutual Insurance Federation of Agricultural Cooperatives 10100.10%1.66%6.60%Q2 2019Q3 202110
Dakota Wealth Management 10100.04%0.09%0.11%Q1 2022Q2 202410
Horan Securities, Inc. 730.01%0.02%0.06%Q4 2020Q2 202310
Capasso Planning Partners LLC 10100.20%0.40%0.52%Q4 2021Q1 202410
Index Fund Advisors, Inc. 730.01%0.16%0.47%Q4 2021Q2 202410
Livingston Group Asset Management CO (operating as Southport Capital Management) 10100.34%0.45%0.64%Q4 2019Q1 202210
Proficio Capital Partners LLC 990.02%0.03%0.04%Q1 2016Q1 20189
HARVEST GROUP WEALTH MANAGEMENT, LLC 990.00%0.17%0.34%Q4 2017Q4 20199
Tuttle Capital Management, LLC 990.12%2.14%4.66%Q3 2014Q3 20169
Intrua Financial, LLC 990.05%0.08%0.10%Q1 2021Q1 20239
CEDRUS LLC 630.17%0.27%0.48%Q4 2021Q2 20249
Transamerica Financial Advisors, Inc. 990.69%1.06%1.55%Q2 2022Q2 20249
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 710.01%0.03%0.10%Q4 2020Q2 20249
Key FInancial Inc 990.00%0.00%0.00%Q2 2022Q2 20249
MONEY CONCEPTS CAPITAL CORP 520.01%0.06%0.27%Q4 2020Q2 20249
Stillwater Investment Management, LLC 720.06%0.06%0.06%Q4 2020Q1 20239
Fortress Wealth Management, Inc. 810.11%0.20%0.30%Q4 2021Q2 20249
Vantage Investment Advisors, LLC 990.00%0.01%0.01%Q4 2013Q4 20159
Capital Analysts, LLC 810.00%0.01%0.02%Q4 2020Q2 20249
NEXT Financial Group, Inc 610.00%0.01%0.01%Q1 2015Q4 20219
Acropolis Investment Management, LLC 990.02%0.03%0.05%Q2 2022Q2 20249
BENNETT SELBY INVESTMENTS LP 720.12%0.13%0.16%Q1 2022Q2 20249
SILVER OAK SECURITIES, INCORPORATED 990.04%0.08%0.10%Q2 2022Q2 20249
TOMPKINS FINANCIAL CORP 720.00%0.00%0.00%Q1 2020Q2 20249
M&R CAPITAL MANAGEMENT INC 990.00%0.01%0.02%Q2 2022Q2 20249
FLOW TRADERS U.S. LLC 210.00%0.06%0.11%Q2 2014Q2 20239
Waverly Advisors, LLC 810.00%0.08%0.14%Q4 2017Q2 20249
Scarborough Advisors, LLC 9911.67%15.94%19.25%Q4 2021Q4 20239
Sullivan, Bruyette, Speros & Blaney, LLC 810.01%0.01%0.02%Q3 2018Q1 20219
Newman & Schimel, LLC 990.45%1.55%2.67%Q4 2020Q4 20229
Rainsberger Wealth Advisors, Inc. 991.03%1.12%1.20%Q4 2021Q4 20239
VSR Financial Services, Inc. 990.19%0.28%0.39%Q1 2014Q1 20169
Ritter Daniher Financial Advisory LLC / DE 990.30%0.40%0.62%Q2 2022Q2 20249
Kathmere Capital Management, LLC 810.00%0.33%0.41%Q4 2020Q2 20249
OLD MISSION CAPITAL LLC 210.01%0.10%0.60%Q3 2019Q2 20249
SOA Wealth Advisors, LLC. 990.00%0.00%0.00%Q1 2022Q1 20249
CM WEALTH ADVISORS LLC 990.10%0.23%0.33%Q2 2022Q2 20249
Integrated Wealth Management 990.06%0.15%0.24%Q1 2015Q1 20179
Level Financial Advisors 990.04%0.07%0.11%Q4 2021Q4 20239
Seaside Wealth Management, Inc. 990.14%0.15%0.19%Q2 2022Q2 20249
Regent Investment Management LLC 990.06%0.07%0.08%Q4 2020Q4 20229
MKT Advisors LLC 720.11%0.15%0.18%Q4 2021Q2 20249
Stearns Financial Services Group 990.01%0.02%0.08%Q3 2018Q3 20209
Warwick Investment Management, Inc. 510.34%0.47%0.67%Q4 2021Q2 20249
Raleigh Capital Management Inc. 720.00%0.01%0.11%Q1 2022Q2 20249
Sunbelt Securities, Inc. 610.01%0.11%0.77%Q4 2019Q2 20249
MOLLER WEALTH PARTNERS 810.09%0.12%0.19%Q4 2015Q1 20189
StoneX Group Inc. 610.04%0.16%0.57%Q3 2017Q4 20219
FSM Wealth Advisors, LLC 990.30%0.39%0.57%Q2 2022Q2 20249
Global Strategic Investment Solutions, LLC 990.33%0.47%0.83%Q4 2018Q4 20209
WASHINGTON TRUST BANK 990.01%0.02%0.03%Q1 2014Q1 20169
Granite Bay Wealth Management, LLC 630.53%0.79%1.41%Q4 2021Q1 20249
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 990.52%0.80%0.99%Q2 2022Q2 20249
WEALTHFRONT Corp 540.00%0.00%0.01%Q4 2014Q3 20189
Ashford Advisors, LLC 998.90%9.48%10.27%Q2 2022Q2 20249
Westshore Wealth, LLC 990.12%0.14%0.18%Q4 2021Q4 20239
Fund Evaluation Group, LLC 540.02%2.46%4.94%Q2 2021Q2 20249
Parkside Advisors LLC 990.10%0.11%0.12%Q2 2022Q2 20249
Lloyd Advisory Services, LLC. 810.35%2.30%5.32%Q1 2021Q4 20239
Blue Trust, Inc. 990.01%0.01%0.01%Q2 2022Q2 20249
Tatro Capital, LLC 810.90%1.08%1.46%Q4 2019Q1 20229
CASTLE WEALTH MANAGEMENT LLC 994.04%5.71%6.69%Q2 2022Q2 20249
Braun-Bostich & Associates Inc. 530.19%0.49%0.71%Q2 2022Q2 20248
Ellevest, Inc. 710.00%0.00%0.01%Q4 2018Q1 20238
LEO BROKERAGE, LLC 420.03%0.06%0.08%Q4 2020Q2 20238
McCutchen Group LLC 880.04%0.05%0.05%Q3 2020Q2 20228
Clearstead Trust, LLC 880.06%0.07%0.07%Q3 2022Q2 20248
First Command Advisory Services, Inc. 210.00%0.00%0.00%Q2 2020Q2 20248
BlackDiamond Wealth Management, LLC 530.29%0.43%0.78%Q2 2022Q2 20248
Williams Jones Wealth Management, LLC. 620.00%0.01%0.01%Q4 2021Q2 20248
LCNB CORP 880.15%0.16%0.17%Q3 2022Q2 20248
Accel Wealth Management 880.02%0.05%0.06%Q2 2021Q1 20238
Clarkston Capital Partners, LLC 620.00%0.00%0.00%Q1 2021Q2 20248
KESTRA PRIVATE WEALTH SERVICES, LLC 880.01%0.02%0.02%Q3 2022Q2 20248
Roof Eidam Maycock Peralta, LLC 880.18%0.21%0.23%Q3 2022Q2 20248
Cordant, Inc. 880.01%0.01%0.02%Q3 2022Q2 20248
Blooom, Inc. 880.51%0.68%1.03%Q4 2020Q3 20228
BROWN, LISLE/CUMMINGS, INC. 880.00%0.00%0.00%Q3 2022Q2 20248
Curtis Advisory Group, LLC 710.08%0.09%0.12%Q2 2022Q2 20248
Morton Capital Management LLC/CA 620.09%0.10%0.12%Q4 2021Q2 20248
Dana Investment Advisors, Inc. 530.01%0.01%0.02%Q4 2021Q2 20248
JNBA Financial Advisors 510.00%0.03%0.12%Q3 2016Q2 20238
DFPG INVESTMENTS, LLC 880.10%0.32%0.51%Q2 2021Q1 20238
Simplicity Solutions, LLC 420.03%0.10%0.36%Q4 2017Q4 20238
Secrest Blakey & Associates, LLC 880.39%0.45%0.54%Q4 2017Q3 20198
EXENCIAL WEALTH ADVISORS, LLC 510.02%0.09%0.28%Q1 2021Q2 20248
Connectus Wealth, LLC 880.08%0.09%0.13%Q2 2022Q1 20248
Filbrandt Wealth Management, LLC 8821.22%25.41%28.06%Q4 2019Q3 20218
BOURGEON CAPITAL MANAGEMENT LLC 880.00%0.00%0.00%Q1 2022Q4 20238
HM Capital Management, LLC 410.08%0.11%0.16%Q3 2018Q1 20228
Virtu Financial LLC 210.01%0.04%0.07%Q3 2014Q1 20198
Winthrop Advisory Group LLC 880.49%0.58%0.62%Q3 2022Q2 20248
APPROPRIATE BALANCE FINANCIAL SERVICES INC. 880.56%1.01%1.58%Q4 2015Q3 20178
Watermark Asset Management, Inc. 881.86%2.24%2.55%Q1 2017Q4 20188
JANUS HENDERSON GROUP PLC 880.11%0.12%0.12%Q3 2022Q2 20248
Stephens Consulting, LLC 880.03%0.05%0.08%Q3 2022Q2 20248
1834 INVESTMENT ADVISORS CO 710.00%0.04%0.06%Q1 2019Q2 20248
GPM Growth Investors, Inc. 710.63%0.98%1.78%Q2 2022Q2 20248
CHOREO, LLC 610.01%0.98%1.47%Q2 2021Q2 20248
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 880.92%1.29%1.73%Q4 2017Q3 20198
Professional Financial Advisors, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
FRONTIER INVESTMENT MGMT CO 710.03%0.04%0.06%Q2 2017Q2 20208
OPPENHEIMER ASSET MANAGEMENT INC. 880.00%0.00%0.00%Q3 2022Q2 20248
ACIMA PRIVATE WEALTH, LLC 880.01%0.01%0.01%Q4 2020Q3 20228
Wealth Architects, LLC 620.03%0.04%0.04%Q4 2021Q1 20248
Kavar Capital Partners, LLC 882.14%3.99%5.02%Q4 2018Q3 20208
ASPIRIANT HOLDINGS S3, LLC 883.04%5.78%9.75%Q1 2014Q4 20158
BUCKINGHAM STRATEGIC PARTNERS, LLC 880.02%0.02%0.03%Q3 2022Q2 20248
Tempus Wealth Planning, LLC 880.31%1.71%2.20%Q3 2022Q2 20248
Smith Salley Wealth Management 880.03%0.04%0.07%Q3 2022Q2 20248
TUCKER ASSET MANAGEMENT LLC 880.00%0.03%0.09%Q3 2022Q2 20248
Center for Financial Planning, Inc. 620.00%0.00%0.01%Q4 2019Q2 20238
James J. Burns & Company, LLC 880.14%0.22%0.26%Q3 2022Q2 20248
CITIZENS FINANCIAL GROUP INC/RI 410.00%0.01%0.02%Q4 2017Q2 20248
Avant Capital LLC 881.24%1.30%1.40%Q4 2021Q3 20238
Timber Hill LLC 880.00%0.00%0.01%Q2 2013Q1 20158
Gilman Hill Asset Management, LLC 880.05%0.11%0.16%Q4 2021Q3 20238
FourThought Financial, LLC 880.01%0.01%0.01%Q4 2020Q3 20228
Wealthquest Corp 530.04%0.20%0.36%Q4 2018Q4 20208
IFG Advisory, LLC 440.04%0.19%0.35%Q4 2020Q2 20248
Trellis Wealth Advisors LLC 770.35%0.39%0.44%Q4 2022Q2 20247
MOSAIC FAMILY WEALTH PARTNERS, LLC 770.45%0.50%0.65%Q4 2022Q2 20247
Accurate Wealth Management, LLC 770.13%0.30%0.50%Q4 2022Q2 20247
LODESTAR PRIVATE ASSET MANAGEMENT LLC 771.37%1.42%1.49%Q4 2022Q2 20247
SteelPeak Wealth, LLC 610.01%0.02%0.05%Q4 2019Q1 20227
EATON VANCE MANAGEMENT 770.00%0.00%0.00%Q1 2021Q3 20227
Montis Financial, LLC 774.54%6.08%7.70%Q4 2022Q2 20247
WHITTIER TRUST CO 410.00%0.00%0.00%Q1 2019Q2 20227
Providence Capital Advisors, LLC 410.00%0.01%0.02%Q4 2017Q2 20247
Sebold Capital Management, Inc. 771.35%1.72%1.94%Q4 2022Q2 20247
Certified Advisory Corp 610.01%0.02%0.03%Q1 2019Q1 20217
FC Advisory LLC 770.13%0.14%0.14%Q4 2022Q2 20247
Edge Advisors, LLC 770.35%0.49%0.61%Q4 2016Q2 20187
Modera Wealth Management, LLC 510.01%0.44%0.65%Q1 2021Q2 20247
Relyea Zuckerberg Hanson LLC 770.31%0.33%0.37%Q4 2022Q2 20247
RETIREMENT DESIGN & MANAGEMENT INC /ADV 770.20%0.26%0.42%Q4 2014Q2 20167
CARDIFF PARK ADVISORS, LLC 770.03%0.04%0.04%Q4 2021Q2 20237
Mascoma Wealth Management LLC 770.01%0.01%0.01%Q4 2022Q2 20247
Leucadia National 770.01%0.01%0.02%Q4 2022Q2 20247
Milestone Investment Advisors LLC 776.58%7.08%7.46%Q4 2022Q2 20247
FULTON BREAKEFIELD BROENNIMAN LLC 770.04%0.07%0.08%Q4 2022Q2 20247
Ignite Planners, LLC 770.90%1.02%1.17%Q4 2022Q2 20247
Bryn Mawr Capital Management, LLC 770.09%0.11%0.14%Q4 2022Q2 20247
Investment Research & Advisory Group, Inc. 770.02%0.02%0.02%Q2 2020Q4 20217
First County Bank /CT/ 770.24%0.27%0.30%Q4 2022Q2 20247
Regal Investment Advisors LLC 310.00%0.03%0.10%Q2 2013Q2 20247
Farther Finance Advisors, LLC 770.09%0.37%0.77%Q4 2022Q2 20247
Standpoint Asset Management, LLC 7715.55%15.85%16.37%Q4 2022Q2 20247
Wakefield Asset Management LLLP 771.65%1.78%1.91%Q3 2018Q1 20207
Merit Financial Group, LLC 310.01%0.01%0.02%Q2 2022Q2 20247
Waterloo Capital, L.P. 610.48%0.78%1.05%Q1 2020Q2 20247
Ironwood Investment Counsel, LLC 770.05%0.10%0.13%Q4 2022Q2 20247
KINGS POINT CAPITAL MANAGEMENT 610.00%0.00%0.01%Q2 2020Q1 20227
Quantinno Capital Management LP 770.01%0.02%0.04%Q4 2022Q2 20247
SageView Advisory Group, LLC 770.02%0.02%0.04%Q4 2022Q2 20247
ELM ADVISORS, LLC 610.10%0.15%0.32%Q3 2018Q1 20227
McGlone Suttner Wealth Management, Inc. 776.73%7.28%7.54%Q4 2022Q2 20247
MANUFACTURERS LIFE INSURANCE COMPANY, THE 610.00%0.00%0.00%Q4 2016Q3 20187
V Wealth Advisors LLC 520.14%0.28%0.32%Q1 2019Q1 20217
Park Edge Advisors, LLC 770.32%0.46%0.59%Q4 2022Q2 20247
Sound Stewardship, LLC 770.17%0.19%0.20%Q4 2022Q2 20247
Maple Capital Management, Inc. 410.03%0.05%0.06%Q2 2018Q2 20217
Compass Financial Group, INC/SD 770.35%0.40%0.44%Q4 2022Q2 20247
Ameritas Investment Company, LLC 410.01%0.05%0.14%Q1 2019Q3 20217
JDM Financial Group LLC 770.36%0.38%0.40%Q4 2022Q2 20247
Joule Financial, LLC 770.52%0.62%0.82%Q2 2022Q4 20237
Psagot Value Holdings Ltd. 770.01%0.01%0.01%Q3 2014Q1 20167
Prosperity Wealth Management, Inc. 773.80%6.94%8.71%Q4 2022Q2 20247
IFC Holdings Incorporated/FL 770.03%0.04%0.06%Q2 2016Q4 20177
RF&L WEALTH MANAGEMENT, LLC 770.27%0.28%0.28%Q4 2022Q2 20247
Cassaday & Co Wealth Management LLC 770.02%0.02%0.02%Q4 2022Q2 20247
LEGACY FINANCIAL GROUP, INC. 772.31%2.76%3.32%Q4 2022Q2 20247
Concord Wealth Partners 430.00%0.00%0.01%Q4 2021Q3 20237
REGIMEN WEALTH, LLC 770.12%0.13%0.18%Q4 2022Q2 20247
AlphaQ Advisors LLC 770.35%0.83%1.49%Q4 2022Q2 20247
All Season Financial Advisors, Inc. 770.52%0.59%0.67%Q3 2021Q1 20237
PETRA FINANCIAL ADVISORS INC 770.23%1.23%1.96%Q4 2022Q2 20247
Global Wealth Strategies & Associates 770.03%0.07%0.09%Q4 2022Q2 20247
BINGHAM OSBORN & SCARBOROUGH LLC 770.02%0.03%0.03%Q3 2013Q1 20157
PIONEER TRUST BANK N A/OR 770.08%0.10%0.10%Q4 2022Q2 20247
Per Stirling Capital Management, LLC. 770.26%0.33%0.42%Q4 2022Q2 20247
FIRST BUSINESS FINANCIAL SERVICES, INC. 430.03%0.03%0.03%Q2 2021Q3 20237
Carmel Capital Partners, LLC 770.14%0.18%0.23%Q4 2022Q2 20247
Eley Financial Management, Inc 770.09%0.12%0.14%Q4 2022Q2 20247
Carr Financial Group Corp 774.11%5.32%7.14%Q4 2022Q2 20247
Lafayette Investments 770.06%0.06%0.07%Q4 2022Q2 20247
Berman Capital Advisors, LLC 430.01%0.02%0.03%Q4 2018Q3 20217
Bleakley Financial Group, LLC 770.06%0.07%0.08%Q4 2022Q2 20247
CHILTON CAPITAL MANAGEMENT LLC 610.00%0.00%0.01%Q2 2022Q2 20247
Leading Edge Financial Planning LLC 770.37%0.57%0.69%Q4 2022Q2 20247
South Shore Capital Advisors 770.24%0.42%0.48%Q1 2021Q3 20227
Oxinas Partners Wealth Management LLC 770.16%0.20%0.28%Q4 2022Q2 20247
SHAKER INVESTMENTS LLC/OH 310.09%0.10%0.12%Q3 2020Q2 20247
WATERSHED PRIVATE WEALTH LLC 770.24%0.31%0.36%Q4 2022Q2 20247
ADVISOR PARTNERS LLC 770.12%0.13%0.14%Q4 2020Q2 20227
Vertex Planning Partners, LLC 770.14%0.15%0.16%Q4 2022Q2 20247
SeaBridge Investment Advisors LLC 770.07%0.08%0.08%Q4 2022Q2 20247
Liberty Capital Management, Inc. 610.01%0.02%0.10%Q3 2016Q4 20227
Maxim Capital Management LLC 772.29%2.46%2.62%Q4 2018Q2 20207
Jackson Wealth Management, LLC 770.42%1.16%1.44%Q2 2020Q4 20217
Leverty Financial Group, LLC 7719.51%26.00%35.07%Q4 2022Q2 20247
New England Private Wealth Advisors LLC 770.06%0.08%0.09%Q4 2022Q2 20247
Beaumont Financial Advisors, LLC 770.26%0.28%0.30%Q4 2022Q2 20247
Corient Private Wealth LLC 770.15%0.17%0.19%Q4 2022Q2 20247
Verum Partners LLC 770.58%0.96%1.48%Q4 2022Q2 20247
STEVENS CAPITAL PARTNERS 771.08%1.22%1.39%Q4 2022Q2 20247
NATIXIS ADVISORS, LLC 520.00%0.00%0.00%Q3 2022Q2 20247
FinDec Wealth Services, Inc. 771.24%1.32%1.43%Q4 2022Q2 20247
Willow Creek Wealth Management Inc. 770.12%0.13%0.14%Q1 2018Q3 20197
Coston, McIsaac & Partners 770.01%0.01%0.01%Q4 2022Q2 20247
Ethos Financial Group, LLC 772.36%2.99%3.44%Q4 2022Q2 20247
Linscomb Wealth, Inc. 420.01%0.01%0.01%Q3 2021Q3 20236
Bordeaux Wealth Advisors LLC 660.06%0.10%0.20%Q1 2023Q2 20246
MGO ONE SEVEN LLC 660.02%0.03%0.04%Q1 2023Q2 20246
Steigerwald, Gordon & Koch Inc. 310.02%0.03%0.05%Q2 2021Q2 20246
Freedman Financial Associates, Inc. 660.11%0.12%0.12%Q4 2020Q1 20226
HawsGoodwin Investment Management LLC 660.00%0.00%0.00%Q3 2020Q4 20216
Kernodle & Katon Asset Management Group, LLC 666.82%10.50%17.29%Q4 2015Q1 20176
Threshold Group LLC 662.63%2.90%3.12%Q2 2016Q3 20176
MidWestOne Financial Group, Inc. 660.16%0.30%0.54%Q2 2019Q3 20206
Diversified Investment Strategies, LLC 660.20%0.21%0.24%Q1 2023Q2 20246
TITLEIST ASSET MANAGEMENT, LLC 660.04%0.05%0.05%Q1 2023Q2 20246
ARMSTRONG ADVISORY GROUP, INC 330.00%0.00%0.02%Q4 2022Q2 20246
Aaron Wealth Advisors LLC 660.04%0.07%0.08%Q1 2023Q2 20246
Trivant Custom Portfolio Group, LLC 660.06%0.06%0.06%Q1 2023Q2 20246
Summit Financial Wealth Advisors, LLC 660.07%0.07%0.08%Q1 2018Q2 20196
Intersect Capital LLC 660.06%0.06%0.07%Q4 2020Q1 20226
Risk Paradigm Group, LLC 660.03%0.09%0.19%Q3 2015Q4 20166
HERITAGE WEALTH MANAGEMENT, LLC 420.07%0.79%2.47%Q2 2021Q4 20226
Strategic Wealth Investment Group, LLC 660.05%0.26%1.14%Q1 2021Q2 20226
Noble Family Wealth, LLC 660.23%0.24%0.26%Q1 2023Q2 20246
BT Wealth Management LLC 660.07%0.25%0.46%Q1 2021Q2 20226
Quadrant Capital Management, LLC 420.13%0.14%0.15%Q2 2018Q4 20196
Mendota Financial Group, LLC 510.00%0.00%0.00%Q4 2022Q2 20246
Fragasso Financial Advisors Inc 660.03%0.05%0.06%Q1 2023Q2 20246
Russell Investments Group, Ltd. 660.00%0.00%0.00%Q1 2023Q2 20246
Pineno Levin & Ford Asset Management, Inc. 660.08%0.10%0.12%Q3 2020Q4 20216
Householder Group Estate & Retirement Specialist, LLC 410.00%0.00%0.00%Q3 2022Q2 20246
Ciovacco Capital Management LLC 666.43%31.77%47.11%Q4 2020Q1 20226
RITTER DANIHER FINANCIAL ADVISORY LLC 660.73%0.80%0.89%Q4 2020Q1 20226
Pinnacle Wealth Planning Services, Inc. 510.05%0.20%0.34%Q1 2019Q4 20206
MONECO Advisors, LLC 660.17%0.42%0.62%Q1 2023Q2 20246
Fort Sheridan Advisors LLC 660.14%0.16%0.18%Q4 2019Q1 20216
Covington Capital Management 660.00%0.00%0.00%Q2 2021Q3 20226
CBIZ Investment Advisory Services, LLC 510.01%0.01%0.01%Q4 2019Q2 20246
Cadence Wealth Management LLC 220.16%0.18%0.22%Q1 2021Q2 20246
ARCADIA INVESTMENT MANAGEMENT CORP/MI 660.18%0.68%1.12%Q2 2017Q3 20186
CANTOR FITZGERALD, L. P. 660.26%0.57%0.74%Q2 2022Q3 20236
Legacy Financial Advisors, Inc. 660.03%0.03%0.04%Q4 2017Q1 20196
TORONTO DOMINION BANK 660.01%0.01%0.01%Q3 2022Q4 20236
Palo Capital, Inc. 420.58%0.90%1.52%Q4 2014Q4 20186
Silicon Valley Capital Partners 660.00%0.00%0.01%Q4 2022Q1 20246
Gunma Bank,Ltd. 510.76%1.52%2.06%Q4 2020Q2 20226
Vantage Financial Partners, LLC 663.40%3.79%4.18%Q1 2023Q2 20246
Cornerstone Wealth Management, LLC 330.03%0.04%0.05%Q2 2018Q4 20196
Asset Planning Services, Ltd. 660.02%0.02%0.02%Q2 2017Q3 20186
Crosspoint Capital Strategies, LLC 660.02%0.18%0.36%Q2 2014Q3 20156
SOUTH TEXAS MONEY MANAGEMENT LTD 660.01%0.01%0.02%Q3 2016Q4 20176
City State Bank 660.00%0.01%0.01%Q1 2022Q2 20236
Addison Advisors LLC 510.00%0.00%0.01%Q1 2022Q4 20236
Nachman Norwood & Parrott, Inc 510.03%0.04%0.04%Q4 2019Q2 20216
ADVOCATE GROUP LLC 420.04%0.05%0.05%Q4 2022Q2 20246
Empower Advisory Group, LLC 660.01%0.01%0.01%Q1 2023Q2 20246
Round Table Services, LLC 660.06%0.06%0.07%Q2 2021Q3 20226
Welch Group, LLC 410.01%0.06%0.20%Q1 2018Q2 20246
Glass Jacobson Investment Advisors llc 510.03%0.05%0.13%Q4 2022Q2 20246
Kovitz Investment Group Partners, LLC 660.03%0.06%0.09%Q1 2023Q2 20246
Lighthouse Financial Advisors, Inc. 6613.61%16.33%19.95%Q4 2019Q1 20216
Alaska Wealth Advisors 660.02%0.02%0.03%Q1 2023Q2 20246
Cape Investment Advisory, Inc. 660.32%0.35%0.38%Q1 2023Q2 20246
RWA WEALTH PARTNERS, LLC 510.05%0.05%0.06%Q3 2018Q2 20246
Koesten, Hirschmann & Crabtree, INC. 6611.35%11.94%12.43%Q4 2022Q1 20246
BUILDER INVESTMENT GROUP INC /ADV 550.06%0.08%0.09%Q2 2023Q2 20245
Intercontinental Wealth Advisors, LLC 550.07%0.09%0.10%Q2 2022Q2 20235
Arcataur Capital Management LLC 552.15%2.19%2.26%Q2 2023Q2 20245
Heritage Trust Co 550.41%0.46%0.49%Q2 2023Q2 20245
Cadent Capital Advisors, LLC 550.11%0.14%0.16%Q2 2023Q2 20245
Balboa Wealth Partners 550.09%0.10%0.12%Q3 2022Q3 20235
Kistler-Tiffany Companies, LLC 550.02%0.23%0.39%Q2 2022Q2 20235
MKD WEALTH COACHES, LLC 320.05%0.15%0.32%Q4 2018Q4 20215
Chesapeake Wealth Management 550.10%0.15%0.21%Q2 2023Q2 20245
Richard W. Paul & Associates, LLC 550.00%0.00%0.00%Q4 2022Q4 20235
Archer Investment Corp 550.00%0.01%0.01%Q2 2023Q2 20245
Cornerstone Planning Group LLC 550.01%0.01%0.01%Q2 2023Q2 20245
SkyView Investment Advisors, LLC 550.12%0.17%0.22%Q4 2020Q4 20215
Waypoint Capital Advisors, LLC 550.08%0.13%0.19%Q4 2021Q4 20225
HCR Wealth Advisors 550.02%0.02%0.02%Q4 2019Q4 20205
Topel & Distasi Wealth Management, LLC 551.05%1.14%1.20%Q4 2021Q4 20225
Headlands Technologies LLC 310.00%0.02%0.05%Q4 2022Q2 20245
Private Capital Management, LLC 550.04%0.06%0.08%Q2 2018Q2 20195
FWL INVESTMENT MANAGEMENT, LLC 410.10%0.11%0.14%Q4 2022Q2 20245
Ackerman Capital Advisors, LLC 550.00%0.10%0.23%Q4 2018Q4 20195
Landsberg, Bennett, & Dubbaneh LLC 550.08%0.08%0.08%Q3 2020Q3 20215
HRT FINANCIAL LP 310.01%0.01%0.01%Q2 2020Q2 20245
Trek Financial, LLC 410.23%0.32%0.42%Q4 2018Q1 20205
Foresight Wealth Management, LLC 550.20%0.23%0.25%Q1 2019Q1 20205
Goldstein Advisors, LLC 550.05%0.06%0.08%Q2 2023Q2 20245
PATTON ALBERTSON MILLER GROUP, LLC 410.04%0.05%0.07%Q3 2018Q1 20225
Foundations Investment Advisors, LLC 550.02%0.15%0.31%Q2 2023Q2 20245
Salomon & Ludwin, LLC 410.00%0.02%0.02%Q4 2018Q2 20245
Virtue Capital Management, LLC 550.32%0.36%0.42%Q2 2023Q2 20245
Y-Intercept (Hong Kong) Ltd 210.03%0.05%0.08%Q2 2022Q4 20235
Paulson Wealth Management Inc. 551.92%2.02%2.08%Q2 2023Q2 20245
Precision Wealth Strategies, LLC 410.44%1.83%2.72%Q2 2021Q2 20245
Affinity Capital Advisors, LLC 550.09%0.15%0.26%Q4 2019Q4 20205
Edgestream Partners, L.P. 550.02%0.02%0.03%Q2 2023Q2 20245
McClarren Financial Advisors, Inc. 550.02%0.02%0.02%Q2 2023Q2 20245
Root Financial Partners, LLC 550.10%0.15%0.20%Q2 2023Q2 20245
Mosaic Family Wealth, LLC 551.03%1.09%1.13%Q4 2020Q4 20215
D. SCOTT NEAL, INC. 550.01%0.25%0.66%Q1 2017Q1 20185
Divergent Wealth Advisors 550.04%0.05%0.05%Q2 2023Q2 20245
Old Port Advisors 550.14%0.15%0.16%Q4 2018Q4 20195
SWARTHMORE GROUP INC 410.06%0.08%0.10%Q3 2020Q4 20215
LOWERY THOMAS, LLC 550.26%0.66%1.12%Q2 2023Q2 20245
BROWN WEALTH MANAGEMENT, LLC 550.10%6.49%11.94%Q2 2023Q2 20245
Stanford Investment Group, Inc. 550.29%0.31%0.33%Q4 2015Q4 20165
Camelot Portfolios, LLC 210.09%0.13%0.16%Q1 2019Q3 20205
Life Planning Partners, Inc 410.05%0.06%0.07%Q4 2021Q4 20235
Values Added Financial LLC 551.87%2.00%2.12%Q2 2023Q2 20245
STUDIO INVESTMENT MANAGEMENT LLC 550.01%0.02%0.03%Q2 2022Q2 20235
Partnervest Advisory Services LLC 410.08%0.08%0.09%Q1 2019Q2 20205
Permanens Capital L.P. 550.02%0.03%0.03%Q1 2019Q1 20205
Austin Asset Management Co Inc 550.08%0.10%0.15%Q4 2021Q4 20225
New Republic Capital, LLC 550.01%0.06%0.07%Q1 2023Q1 20245
Knuff & Co LLC 550.01%0.01%0.01%Q4 2018Q4 20195
PDS Planning, Inc 410.03%0.21%0.27%Q1 2018Q3 20235
Engrave Wealth Partners LLC 551.85%1.93%2.00%Q4 2022Q4 20235
OLIVER LAGORE VANVALIN INVESTMENT GROUP 550.00%0.01%0.03%Q2 2023Q2 20245
Pinnacle Wealth Management Advisory Group, LLC 410.02%0.03%0.03%Q1 2023Q2 20245
B.O.S.S. Retirement Advisors, LLC 550.48%0.82%1.00%Q4 2022Q4 20235
FOUNDERS BANK & TRUST 550.01%0.01%0.01%Q4 2013Q4 20145
FIDUCIARY TRUST CO 550.02%0.03%0.03%Q2 2022Q2 20235
DAVENPORT & Co LLC 550.00%0.00%0.00%Q2 2023Q2 20245
Cynosure Group, LLC 550.63%0.81%1.15%Q2 2023Q2 20245
ADVISOR PARTNERS II, LLC 550.08%0.10%0.12%Q3 2022Q3 20235
Cherry Tree Wealth Management, LLC 550.32%0.33%0.36%Q2 2023Q2 20245
Soltis Investment Advisors LLC 320.02%0.03%0.03%Q1 2023Q2 20245
TITLEIST CAPITAL, LLC 550.05%0.07%0.09%Q4 2021Q4 20225
Hoover Financial Advisors, Inc. 550.02%0.04%0.05%Q2 2020Q2 20215
Delta Financial Group, Inc. 320.09%0.11%0.14%Q4 2022Q1 20245
Beacon Pointe Wealth Advisors, LLC 550.26%0.33%0.38%Q4 2018Q4 20195
Dechtman Wealth Management, LLC 550.41%0.43%0.46%Q2 2023Q2 20245
RIA Advisory Group LLC 410.02%0.51%0.73%Q4 2022Q1 20245
Bowman & Co S.C. 550.15%0.16%0.16%Q2 2023Q2 20245
Warther Private Wealth, LLC 550.19%0.37%0.47%Q2 2021Q2 20225
Baker Ellis Asset Management LLC 550.04%0.13%0.17%Q1 2019Q1 20205
LBA Wealth Management, LLC 550.01%0.02%0.03%Q1 2015Q1 20165
Landmark Wealth Management, LLC 310.01%0.16%0.21%Q1 2022Q1 20245
Argentus Capital Management, LLC 550.02%0.03%0.08%Q3 2015Q3 20165
BAKER TILLY WEALTH MANAGEMENT, LLC 410.02%0.03%0.04%Q4 2021Q3 20235
Apeiron RIA LLC 310.08%0.22%0.45%Q4 2021Q2 20245
ZRC WEALTH MANAGEMENT, LLC 550.00%2.30%4.11%Q2 2023Q2 20245
ANCORA FAMILY WEALTH ADVISORS, LLC 552.01%2.10%2.22%Q3 2015Q3 20165
TOBIAS FINANCIAL ADVISORS, INC. 550.05%0.06%0.06%Q2 2023Q2 20245
Mokosak Advisory Group, LLC 559.05%11.91%12.73%Q4 2017Q4 20185
CAPITAL PERFORMANCE ADVISORS LLP 550.33%0.34%0.35%Q2 2023Q2 20245
Strategic Asset Management, LLC 550.03%0.03%0.04%Q3 2021Q3 20225
SYM FINANCIAL Corp 550.01%0.03%0.04%Q2 2023Q2 20245
ALTFEST L J & CO INC 320.03%0.39%1.66%Q1 2017Q2 20245
O'Dell Group, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
JBJ Investment Partners, LLC 410.04%0.98%1.55%Q1 2019Q4 20215
Fortis Advisors, LLC 550.01%0.01%0.02%Q2 2023Q2 20245
Nalls Sherbakoff Group, LLC 410.56%0.59%0.62%Q4 2018Q4 20235
Davis Capital Management 320.00%0.04%0.06%Q1 2020Q2 20245
TRAPHAGEN INVESTMENT ADVISORS LLC 550.23%0.24%0.25%Q2 2023Q2 20245
CGC Financial Services, LLC 550.03%0.03%0.04%Q2 2023Q2 20245
Great Lakes Retirement, Inc. 410.00%0.26%0.49%Q1 2023Q2 20245
HANSEATIC MANAGEMENT SERVICES INC 555.35%6.04%6.46%Q2 2023Q2 20245
GEM Asset Management, LLC 550.16%0.17%0.18%Q2 2023Q2 20245
Bridgeworth, LLC 210.01%0.02%0.03%Q2 2018Q4 20234
Gerber Kawasaki Wealth & Investment Management 310.00%0.02%0.04%Q3 2021Q2 20244
Pioneer Wealth Management Group 441.05%1.18%1.23%Q4 2022Q3 20234
Morton Brown Family Wealth, LLC 310.01%0.08%0.11%Q2 2022Q2 20244
REGENTATLANTIC CAPITAL LLC 310.00%0.07%0.14%Q4 2014Q3 20224
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.02%0.03%0.04%Q3 2018Q2 20194
Formidable Asset Management, LLC 440.04%0.10%0.22%Q3 2023Q2 20244
AllGen Financial Advisors, Inc. 310.16%0.16%0.17%Q1 2022Q3 20234
Pine Valley Investments Ltd Liability Co 440.00%0.04%0.06%Q1 2023Q4 20234
NORTH POINT PORTFOLIO MANAGERS CORP/OH 310.03%0.03%0.04%Q3 2016Q4 20214
First Command Bank 440.00%0.00%0.00%Q1 2021Q4 20214
Blue Chip Wealth Management, Inc. 440.22%0.26%0.33%Q4 2019Q3 20204
Falcon Wealth Planning 440.03%0.04%0.04%Q3 2023Q2 20244
Cardan Capital Partners, LLC 310.14%0.43%0.53%Q1 2018Q3 20214
TD Waterhouse Canada Inc. 310.00%0.00%0.00%Q2 2023Q2 20244
Authentikos Wealth Advisory, LLC 440.75%1.25%1.62%Q1 2023Q4 20234
STEEL GROVE CAPITAL ADVISORS, LLC 440.07%0.16%0.38%Q2 2018Q1 20194
Harel Insurance Investments & Financial Services Ltd. 310.09%0.09%0.11%Q2 2016Q3 20174
LIBERTY WEALTH MANAGEMENT LLC 210.00%0.27%0.93%Q2 2020Q1 20234
DAVIDSON INVESTMENT ADVISORS 440.02%0.03%0.03%Q3 2017Q2 20184
Capital One Investing, Inc. 441.17%1.25%1.42%Q4 2018Q3 20194
QRG CAPITAL MANAGEMENT, INC. 440.01%0.01%0.01%Q3 2023Q2 20244
Spectrum Management Group, LLC 440.01%0.01%0.01%Q4 2019Q3 20204
IronBridge Private Wealth, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
J.P. Turner & Co Capital Mnagement, LLC 440.65%0.76%0.86%Q4 2014Q3 20154
Wedmont Private Capital 440.05%0.17%0.21%Q3 2023Q2 20244
VECTOR WEALTH MANAGEMENT, LLC 440.23%0.33%0.38%Q1 2016Q4 20164
INNOVIS ASSET MANAGEMENT LLC 440.12%0.13%0.13%Q4 2022Q3 20234
Savior LLC 440.08%0.18%0.26%Q3 2020Q2 20214
Diversified Trust Co 440.01%0.01%0.01%Q3 2023Q2 20244
Avidian Wealth Enterprises, LLC 210.02%0.42%1.26%Q2 2022Q2 20244
B. Riley Wealth Management, Inc. 440.03%0.08%0.13%Q3 2019Q2 20204
Presidio Capital Management, LLC 310.16%0.18%0.18%Q2 2023Q2 20244
CapWealth Advisors, LLC 210.02%0.02%0.03%Q4 2021Q2 20244
Wealthfront Advisers LLC 440.00%0.00%0.01%Q4 2018Q3 20194
WealthCare Investment Partners, LLC 210.10%0.17%0.20%Q4 2021Q1 20244
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 443.10%3.27%3.39%Q2 2020Q1 20214
ICA Group Wealth Management, LLC 310.00%0.00%0.00%Q2 2023Q2 20244
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 440.02%0.04%0.06%Q1 2022Q4 20224
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2021Q1 20244
Castleview Partners, LLC 440.00%0.04%0.09%Q3 2023Q2 20244
ORG Partners LLC 210.10%0.11%0.14%Q1 2023Q2 20244
Centerpoint Advisors, LLC 440.02%0.02%0.02%Q3 2023Q2 20244
Running Point Capital Advisors, LLC 440.42%0.48%0.53%Q4 2020Q3 20214
Vident Investment Advisory, LLC 310.01%0.01%0.01%Q2 2022Q2 20234
First Horizon Advisors, Inc. 310.00%0.00%0.00%Q2 2017Q2 20244
W.G. Shaheen & Associates DBA Whitney & Co 440.02%0.03%0.06%Q4 2017Q3 20184
Arete Wealth Advisors, LLC 440.04%0.06%0.08%Q3 2023Q2 20244
Thrive Capital Management, LLC 440.18%0.19%0.20%Q3 2022Q2 20234
MADISON WEALTH MANAGEMENT 440.10%0.11%0.12%Q4 2022Q3 20234
Atlas Private Wealth Advisors 440.00%0.00%0.01%Q4 2020Q3 20214
KEYBANK NATIONAL ASSOCIATION/OH 310.00%0.00%0.01%Q1 2023Q2 20244
KWMG, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
Vident Advisory, LLC 440.01%0.01%0.01%Q3 2023Q2 20244
Wallington Asset Management, LLC 440.01%0.01%0.01%Q1 2014Q4 20144
Shone Asset Management LLC 441.24%1.42%1.66%Q1 2020Q4 20204
ADE, LLC 440.08%0.10%0.11%Q4 2020Q3 20214
Accredited Investors Inc. 220.01%0.02%0.02%Q2 2023Q2 20244
Allegis Investment Advisors, LLC 440.22%0.28%0.32%Q4 2015Q3 20164
MILESTONE WEALTH, LLC 440.20%0.24%0.27%Q4 2021Q3 20224
Evernest Financial Advisors, LLC 310.24%0.29%0.40%Q4 2021Q2 20244
Colonial Trust Co / SC 220.00%0.01%0.02%Q4 2022Q2 20244
Arkadios Wealth Advisors 440.05%0.07%0.08%Q2 2021Q1 20224
MARINER INDEPENDENT ADVISOR NETWORK, LLC 440.03%0.04%0.06%Q4 2021Q3 20224
TAP Consulting, LLC 310.01%0.21%0.35%Q2 2020Q4 20214
Concert Wealth Management Inc. 440.03%0.19%0.51%Q3 2016Q2 20174
TIAA TRUST, NATIONAL ASSOCIATION 440.01%0.01%0.01%Q3 2023Q2 20244
Intelligence Driven Advisers, LLC 440.14%0.15%0.16%Q4 2018Q3 20194
1 NORTH WEALTH SERVICES LLC 220.00%0.00%0.00%Q4 2018Q4 20194
AdvicePeriod, LLC 440.15%0.16%0.18%Q2 2019Q1 20204
Owen LaRue, LLC 440.24%0.25%0.26%Q4 2022Q3 20234
Choice Wealth Advisors, LLC 440.47%0.80%1.19%Q2 2021Q1 20224
Connecticut Wealth Management, LLC 440.02%0.02%0.02%Q3 2023Q2 20244
Pinnacle Bancorp, Inc. 310.03%0.08%0.10%Q4 2018Q2 20244
Strategic Investment Solutions, Inc. /IL 440.01%0.02%0.05%Q1 2023Q4 20234
CATALYST FINANCIAL PARTNERS LLC 440.13%0.14%0.14%Q3 2023Q2 20244
Advisor Resource Council 110.02%0.03%0.04%Q2 2021Q4 20234
BCK Partners, Inc. 440.13%0.14%0.16%Q1 2021Q4 20214
SIMPLEX TRADING, LLC 220.00%0.02%0.03%Q1 2015Q1 20184
Glacier Peak Capital LLC 440.51%1.58%3.45%Q4 2018Q3 20194
PSI Advisors, LLC 220.01%0.01%0.01%Q3 2021Q2 20244
WMS Partners, LLC 110.02%0.08%0.11%Q4 2015Q2 20243
Mustard Seed Financial, LLC 330.25%0.26%0.26%Q4 2023Q2 20243
First Command Financial Services, Inc. 330.00%0.00%0.00%Q1 2021Q3 20213
Paradigm, Strategies in Wealth Management, LLC 210.16%0.18%0.20%Q1 2021Q4 20213
LATHROP INVESTMENT MANAGEMENT CORP 330.08%0.08%0.08%Q4 2023Q2 20243
CAP Partners, LLC 338.69%9.05%9.73%Q4 2023Q2 20243
SouthState Corp 330.00%0.00%0.00%Q4 2023Q2 20243
Aviance Capital Partners, LLC 330.04%0.04%0.04%Q4 2023Q2 20243
Geometric Wealth Advisors 330.05%0.05%0.05%Q4 2023Q2 20243
Northwest Financial Advisors 330.03%0.03%0.03%Q4 2023Q2 20243
GAMMA Investing LLC 330.00%0.00%0.01%Q4 2023Q2 20243
NBT BANK N A /NY 330.04%0.05%0.06%Q4 2023Q2 20243
FinTrust Investment Advisory Services, LLC 330.26%0.40%0.47%Q3 2017Q1 20183
Members Trust Co 330.01%0.01%0.01%Q4 2023Q2 20243
Wynn Capital, LLC 331.50%1.52%1.54%Q4 2023Q2 20243
Wealth Group Ltd 330.71%0.75%0.77%Q4 2023Q2 20243
HART & PATTERSON FINANCIAL GROUP LLC 337.20%9.37%13.60%Q4 2023Q2 20243
Farrell Financial LLC 337.32%7.58%7.78%Q4 2023Q2 20243
Allegiant Private Advisors, LLC 330.06%0.06%0.07%Q4 2020Q2 20213
NAPATREE CAPITAL LLC 333.43%3.84%4.19%Q4 2023Q2 20243
ROTHSCHILD INVESTMENT LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Clarity Capital Partners LLC 330.14%0.20%0.30%Q4 2023Q2 20243
Weaver Consulting Group 330.01%0.01%0.01%Q1 2020Q3 20203
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 210.02%0.02%0.02%Q2 2018Q1 20193
Capital Bank & Trust Co 330.00%0.00%0.00%Q3 2019Q1 20203
Arlington Trust Co LLC 333.05%3.15%3.22%Q4 2023Q2 20243
NTB Financial Corp 331.12%1.18%1.23%Q4 2021Q2 20223
VOISARD ASSET MANAGEMENT GROUP, INC. 334.16%4.58%4.80%Q4 2023Q2 20243
POM Investment Strategies, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Intellectus Partners, LLC 210.00%0.00%0.00%Q2 2018Q1 20193
Clear Point Advisors Inc. 331.48%1.51%1.54%Q4 2023Q2 20243
Family Investment Center, Inc. 330.08%0.09%0.12%Q4 2023Q2 20243
American Capital Advisory, LLC 330.04%0.04%0.04%Q4 2023Q2 20243
Bell Bank 330.06%0.08%0.10%Q4 2022Q2 20233
DIXON HUBARD FEINOUR & BROWN INC/VA 330.03%0.03%0.03%Q4 2021Q2 20223
Quadcap Wealth Management, LLC 330.06%0.06%0.07%Q4 2023Q2 20243
Consolidated Portfolio Review Corp 331.00%1.18%1.28%Q4 2023Q2 20243
Williams & Novak, LLC 330.49%0.51%0.52%Q4 2023Q2 20243
Advisors Capital Management, LLC 210.01%0.01%0.02%Q3 2022Q2 20243
Embree Financial Group 336.32%6.66%7.04%Q4 2023Q2 20243
Cooper Financial Group 330.13%0.15%0.15%Q4 2023Q2 20243
Weaver Capital Management LLC 330.56%0.72%1.03%Q4 2023Q2 20243
WealthCollab, LLC 330.02%0.02%0.02%Q4 2023Q2 20243
Retirement Investment Advisors, Inc. 210.02%0.15%0.39%Q4 2022Q3 20233
Fiera Capital Corp 330.00%0.00%0.00%Q3 2019Q1 20203
Elite Life Management LLC 3315.93%16.51%16.88%Q4 2023Q2 20243
Prospera Financial Services Inc 210.00%0.02%0.05%Q3 2020Q2 20223
LANDAAS & CO /WI /ADV 210.03%0.03%0.03%Q3 2017Q2 20183
Frazier Financial Advisors, LLC 330.03%0.06%0.07%Q4 2023Q2 20243
First Pacific Financial 210.00%0.00%0.00%Q2 2023Q1 20243
Carnick & Kubik, LLC 330.31%0.54%0.66%Q3 2015Q1 20163
JFG Wealth Management, LLC 210.61%6.18%14.45%Q4 2018Q3 20223
Richardson Capital Management LLC 3317.39%21.06%23.34%Q4 2023Q2 20243
Main Street Group, LTD 330.50%0.62%0.68%Q4 2023Q2 20243
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 110.00%0.01%0.01%Q4 2015Q2 20173
MITCHELL SINKLER & STARR/PA 330.01%0.08%0.16%Q4 2023Q2 20243
Yorktown Management & Research Co Inc 330.40%0.80%1.10%Q4 2016Q2 20173
BLUE SQUARE ASSET MANAGEMENT, LLC 330.14%0.36%0.53%Q4 2019Q2 20203
MUIRFIELD WEALTH ADVISORS LLC 336.96%7.07%7.14%Q4 2023Q2 20243
WEDBUSH SECURITIES INC 210.01%0.02%0.02%Q2 2019Q2 20243
Petix & Botte Co 210.07%0.08%0.08%Q3 2023Q2 20243
GeoWealth Management, LLC 110.04%0.12%0.23%Q3 2019Q1 20243
Cordasco Financial Network 330.00%0.01%0.03%Q4 2021Q2 20223
Fairman Group, LLC 330.28%0.28%0.29%Q4 2023Q2 20243
Wealthsimple US, Ltd. 330.22%0.23%0.23%Q3 2020Q1 20213
HRC WEALTH MANAGEMENT, LLC 3317.10%17.70%18.68%Q4 2023Q2 20243
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 3310.92%11.75%12.60%Q4 2023Q2 20243
Strategic Equity Management 3317.00%17.30%17.67%Q4 2023Q2 20243
Snowden Capital Advisors LLC 330.01%0.01%0.01%Q4 2023Q2 20243
CX Institutional 110.00%0.06%0.14%Q4 2018Q2 20233
Poehling Capital Management, INC. 330.85%0.89%0.92%Q4 2023Q2 20243
LongView Wealth Management 331.98%2.24%2.51%Q4 2023Q2 20243
VANGUARD GROUP INC 330.00%0.00%0.00%Q4 2023Q2 20243
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 330.04%0.04%0.04%Q4 2023Q2 20243
Rise Advisors, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Clayton Financial Group LLC 332.56%2.72%3.00%Q4 2023Q2 20243
Capital Investment Counsel, LLC 330.16%0.18%0.20%Q4 2023Q2 20243
BOSTON ADVISORS LLC 330.01%0.02%0.02%Q1 2019Q3 20193
Klingman & Associates, LLC 210.02%0.03%0.04%Q2 2022Q2 20243
TIAA CREF TRUST CO FSB/MO 330.00%0.00%0.01%Q3 2016Q1 20173
MURPHY CAPITAL MANAGEMENT INC 330.04%0.04%0.04%Q4 2021Q2 20223
Independence Bank of Kentucky 330.00%0.00%0.00%Q1 2019Q3 20193
Smartleaf Asset Management LLC 330.00%0.08%0.14%Q4 2023Q2 20243
Balanced Rock Investment Advisors LLC 330.33%0.34%0.35%Q4 2023Q2 20243
International Private Wealth Advisors LLC 331.95%2.96%3.86%Q4 2023Q2 20243
Endurance Wealth Management, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
GREENLEAF TRUST 330.00%0.00%0.00%Q4 2023Q2 20243
PRING TURNER CAPITAL GROUP INC 333.37%3.45%3.57%Q4 2014Q2 20153
Sanford Advisory Services, LLC 330.52%1.48%2.05%Q2 2022Q4 20223
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 330.00%0.00%0.00%Q1 2022Q3 20223
Aveo Capital Partners, LLC 330.02%0.03%0.04%Q4 2023Q2 20243
AlTi Global, Inc. 330.04%0.04%0.04%Q4 2023Q2 20243
GTS SECURITIES LLC 210.00%0.01%0.02%Q2 2023Q2 20243
PRINCIPAL SECURITIES, INC. 330.04%0.04%0.04%Q4 2023Q2 20243
STEPHENS INC /AR/ 330.00%0.00%0.00%Q2 2021Q4 20213
Rollins Financial Advisors, LLC 330.04%0.04%0.04%Q4 2023Q2 20243
Northern Financial Advisors Inc 330.27%0.33%0.41%Q4 2023Q2 20243
Guardian Wealth Advisors, LLC 210.01%0.10%0.14%Q1 2021Q2 20243
North Star Investment Management Corp. 330.01%0.01%0.01%Q4 2023Q2 20243
Madison Park Capital Advisors, LLC 330.38%0.40%0.41%Q4 2023Q2 20243
Journey Advisory Group, LLC 210.06%0.07%0.08%Q4 2020Q4 20213
LifePlan Financial, LLC 330.71%0.72%0.75%Q4 2023Q2 20243
Pineridge Advisors LLC 330.00%0.01%0.01%Q4 2023Q2 20243
CAPITAL ONE FINANCIAL CORP 330.64%1.23%1.59%Q1 2020Q3 20203
KINGSWOOD WEALTH ADVISORS, LLC 210.04%0.05%0.07%Q3 2023Q2 20243
Wiser Advisor Group LLC 332.10%2.17%2.24%Q4 2023Q2 20243
HWG Holdings LP 330.00%0.00%0.01%Q3 2022Q1 20233
TRITONPOINT WEALTH, LLC 330.17%0.18%0.19%Q4 2023Q2 20243
Ameritas Investment Partners, Inc. 330.00%0.00%0.00%Q1 2020Q3 20203
Aspect Partners, LLC 330.26%0.30%0.35%Q4 2023Q2 20243
BOS Asset Management, LLC 330.13%0.31%0.65%Q4 2023Q2 20243
Sprinkle Financial Consultants LLC 3318.21%19.34%20.76%Q4 2023Q2 20243
FF Advisors,LLC 330.52%0.54%0.57%Q4 2023Q2 20243
ANGELES WEALTH MANAGEMENT, LLC 330.01%0.01%0.01%Q2 2022Q4 20223
BROWN BROTHERS HARRIMAN & CO 210.00%0.00%0.01%Q2 2017Q2 20243
Great Waters Wealth Management 210.04%0.04%0.04%Q1 2023Q4 20233
ROBINSON SMITH WEALTH ADVISORS LLC 330.74%0.78%0.84%Q4 2023Q2 20243
HERITAGE INVESTORS MANAGEMENT CORP 330.03%0.04%0.06%Q2 2015Q4 20153
YorkBridge Wealth Partners, LLC 330.01%0.01%0.01%Q4 2016Q2 20173
Pathstone Holdings, LLC 330.02%0.02%0.02%Q4 2023Q2 20243
MeadowBrook Investment Advisors LLC 333.02%3.22%3.40%Q4 2023Q2 20243
Charter Oak Capital Management, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Gordian Advisors LLC 3325.40%25.81%26.33%Q4 2023Q2 20243
Ballentine Partners, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
25 LLC 210.19%0.20%0.21%Q1 2023Q4 20233
&PARTNERS 330.03%0.05%0.06%Q4 2023Q2 20243
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.00%Q4 2019Q2 20203
Clarity Capital Advisors, LLC 330.80%0.81%0.81%Q4 2023Q2 20243
Diversified Portfolios, Inc. 210.03%0.04%0.04%Q3 2022Q2 20243
Tyler-Stone Wealth Management 330.01%0.01%0.01%Q4 2023Q2 20243
SMI Advisory Services, LLC 210.06%0.12%0.17%Q3 2023Q2 20243
Kerntke Otto McGlone Wealth Management Group 330.65%3.79%7.65%Q4 2020Q2 20213
JANICZEK WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q2 2018Q4 20183
Community Bank, N.A. 330.04%0.08%0.16%Q4 2014Q2 20153
NorthStar Asset Management LLC /NJ/ 330.18%0.23%0.29%Q4 2023Q2 20243
Polaris Wealth Advisory Group, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Guidant Wealth Advisors 330.05%0.05%0.05%Q1 2019Q3 20193
Vernal Point Advisors, LLC 330.76%0.87%0.97%Q4 2023Q2 20243
Leo Wealth, LLC 330.03%0.03%0.03%Q4 2023Q2 20243
THOMPSON SIEGEL & WALMSLEY LLC 330.00%0.00%0.00%Q2 2013Q4 20133
SPINNAKER TRUST 210.01%0.02%0.02%Q1 2021Q4 20213
One Wealth Management Investment & Advisory Services, LLC 330.34%0.34%0.34%Q4 2023Q2 20243
Summit Trail Advisors, LLC 110.08%0.24%0.46%Q1 2018Q2 20243
BLB&B Advisors, LLC 330.03%0.03%0.03%Q2 2023Q4 20233
Planning Capital Management Corp 330.25%0.27%0.29%Q4 2023Q2 20243
Colony Group, LLC 330.21%0.24%0.27%Q4 2023Q2 20243
FARMERS TRUST CO 330.08%0.10%0.12%Q4 2023Q2 20243
Fortitude Family Office, LLC 330.03%0.04%0.04%Q4 2023Q2 20243
Savvy Advisors, Inc. 331.53%2.70%4.03%Q4 2023Q2 20243
Norway Savings Bank 330.73%0.75%0.78%Q2 2017Q4 20173
Taylor, Cottrill LLC 330.16%0.16%0.16%Q2 2013Q4 20133
Briaud Financial Planning, Inc 210.01%0.01%0.01%Q3 2023Q2 20243
Quotient Wealth Partners, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Main Street Research LLC 210.02%0.02%0.02%Q4 2020Q2 20243
Delta Dental Plan of Michigan, Inc. 335.54%6.28%6.65%Q4 2017Q2 20183
SIERRA SUMMIT ADVISORS LLC 330.07%0.08%0.08%Q4 2023Q2 20243
Bruce G. Allen Investments, LLC 330.00%0.01%0.02%Q4 2023Q2 20243
United Advisor Group, LLC 332.02%7.03%16.48%Q4 2023Q2 20243
tru Independence LLC 110.07%1.02%2.15%Q4 2019Q1 20213
Strategic Wealth Partners Group, LLC 210.05%0.35%0.60%Q1 2018Q4 20193
Midwest Wealth Management Inc. 330.24%0.25%0.26%Q3 2021Q1 20223
Sunpointe, LLC 330.15%0.22%0.26%Q4 2023Q2 20243
Fieldpoint Private Securities, LLC 330.18%0.42%0.60%Q4 2021Q2 20223
Portside Wealth Group, LLC 210.11%0.18%0.32%Q2 2023Q2 20243
Christensen, King & Associates Investment Services, Inc. 3312.25%12.60%12.83%Q4 2023Q2 20243
Tarbox Family Office, Inc. 330.00%0.00%0.00%Q2 2019Q4 20193
SUMMITRY LLC 110.01%0.03%0.04%Q1 2016Q1 20223
Lucia Wealth Services, LLC 210.05%0.06%0.06%Q4 2019Q3 20203
WESPAC Advisors, LLC 332.10%2.38%2.71%Q2 2013Q4 20133
VanderPol Investments L.L.C. 337.68%8.63%9.93%Q4 2023Q2 20243
FIDUCIARY FAMILY OFFICE, LLC 330.27%0.27%0.28%Q4 2023Q2 20243
WoodTrust Financial Corp 210.07%0.08%0.11%Q3 2023Q2 20243
WOLFF WIESE MAGANA LLC 330.00%0.00%0.00%Q2 2023Q4 20233
Atlantic Edge Private Wealth Management, LLC 330.01%0.01%0.02%Q4 2023Q2 20243
Sanctuary Wealth Management, L.L.C. 330.00%0.00%0.00%Q3 2023Q1 20243
Truvestments Capital LLC 210.00%0.00%0.01%Q2 2022Q4 20233
Steele Capital Management, Inc. 333.67%4.02%4.64%Q4 2023Q2 20243
KARLINSKI ANDREW C 330.03%0.04%0.04%Q4 2021Q2 20223
GIRARD PARTNERS LTD. 210.02%0.02%0.02%Q4 2021Q1 20233
Acorn Wealth Advisors, LLC 330.04%0.04%0.04%Q4 2017Q2 20183
Sonoma Private Wealth LLC 330.52%0.92%1.17%Q4 2023Q2 20243
FSA Advisors, Inc. 330.34%0.47%0.72%Q4 2023Q2 20243
Cassady Schiller Wealth Management, LLC 210.01%0.02%0.03%Q4 2022Q1 20243
WealthPlan Investment Management, LLC 210.08%0.10%0.11%Q1 2022Q4 20223
Hamilton Point Investment Advisors, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
L2 Asset Management, LLC 110.92%2.20%3.46%Q1 2020Q2 20243
44 WEALTH MANAGEMENT LLC 330.14%0.14%0.15%Q4 2022Q2 20233
Abich Financial Wealth Management LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Hamilton Capital, LLC 330.11%0.12%0.15%Q4 2023Q2 20243
AA Financial Advisors, LLC 333.00%3.84%5.14%Q4 2023Q2 20243
ARK & TLK INVESTMENTS, LLC 330.24%0.24%0.25%Q4 2023Q2 20243
New Millennium Group LLC 110.01%0.01%0.01%Q4 2023Q2 20242
MERIDIAN INVESTMENT COUNSEL INC. 220.08%0.08%0.08%Q1 2024Q2 20242
RAM Investment Partners, LLC 220.06%0.06%0.07%Q1 2024Q2 20242
Aprio Wealth Management, LLC 220.08%0.08%0.08%Q1 2024Q2 20242
Golden State Wealth Management, LLC 220.00%0.19%0.38%Q3 2019Q4 20192
DUMONT & BLAKE INVESTMENT ADVISORS LLC 220.12%0.12%0.12%Q1 2024Q2 20242
Goodman Financial Corp 110.01%0.06%0.10%Q4 2017Q4 20192
Arlington Financial Advisors, LLC 110.16%0.17%0.18%Q2 2018Q4 20192
ATWOOD & PALMER INC 220.02%0.02%0.02%Q3 2015Q4 20152
Roble, Belko & Company, Inc 220.01%0.01%0.01%Q3 2015Q4 20152
New Capital Management LP 220.01%0.01%0.01%Q1 2017Q2 20172
Shira Ridge Wealth Management 220.12%0.12%0.12%Q1 2024Q2 20242
Lebenthal Global Advisors, LLC 110.00%0.03%0.06%Q4 2020Q1 20232
TruNorth Capital Management, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
True Wealth Design, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
VisionPoint Advisory Group, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Genesee Capital Advisors, LLC 110.01%0.01%0.02%Q1 2019Q2 20212
Planning Center, Inc. 220.04%0.06%0.07%Q1 2024Q2 20242
STANCORP INVESTMENT ADVISERS INC 220.13%0.13%0.13%Q4 2014Q1 20152
Advance Capital Management, Inc. 220.03%0.03%0.03%Q3 2022Q4 20222
Mechanics Financial Corp 220.00%0.00%0.00%Q2 2022Q3 20222
Maia Wealth LLC 110.92%1.33%1.74%Q4 2023Q2 20242
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 220.21%0.21%0.21%Q1 2024Q2 20242
Vawter Financial, Ltd. 220.15%0.15%0.15%Q1 2024Q2 20242
Beck Bode, LLC 110.02%0.02%0.02%Q3 2020Q2 20212
CYPRESS FINANCIAL PLANNING LLC 220.28%0.29%0.30%Q1 2024Q2 20242
Cable Hill Partners, LLC 220.12%0.14%0.16%Q4 2018Q1 20192
Cascade Investment Advisors, Inc. 110.00%0.01%0.01%Q4 2016Q1 20232
Atomi Financial Group, Inc. 220.02%0.02%0.02%Q1 2024Q2 20242
Cornerstone Management, Inc. 220.61%0.62%0.63%Q1 2018Q2 20182
Pasadena Private Wealth, LLC 220.08%2.53%4.97%Q3 2021Q4 20212
City Center Advisors, LLC 220.35%0.35%0.35%Q1 2024Q2 20242
DAGCO, INC. 220.02%0.04%0.05%Q1 2024Q2 20242
ACCURATE INVESTMENT SOLUTIONS, INC. 220.11%0.14%0.18%Q2 2017Q3 20172
WFA Asset Management Corp 220.01%0.01%0.01%Q3 2022Q4 20222
CPWM, LLC 110.04%0.04%0.04%Q1 2022Q3 20222
BlueChip Wealth Advisors LLC 220.13%0.13%0.14%Q1 2024Q2 20242
BANK OF THE WEST 220.03%0.03%0.03%Q3 2022Q4 20222
Alpha Quant Advisors, LLC 220.30%0.31%0.33%Q4 2018Q1 20192
WESPAC Advisors SoCal, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
Doyle Wealth Management 110.01%0.01%0.01%Q4 2018Q2 20192
Strategic Investment Advisors / MI 110.05%0.06%0.08%Q3 2022Q4 20232
DRW Securities, LLC 220.10%0.11%0.13%Q4 2013Q1 20142
Measured Wealth Private Client Group, LLC 220.04%0.10%0.16%Q2 2018Q3 20182
William Howard & Co Financial Advisors Inc 220.21%0.21%0.21%Q1 2024Q2 20242
True Link Financial Advisors, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Retireful, LLC 110.66%1.71%2.76%Q4 2023Q2 20242
ADVISORY RESEARCH INC 110.00%0.00%0.00%Q1 2014Q3 20162
Ashton Thomas Private Wealth, LLC 110.01%0.04%0.06%Q2 2020Q2 20242
Legacy Financial Group LLC 220.06%0.06%0.07%Q1 2024Q2 20242
Grey Fox Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Summit Investment Advisory Services, LLC 220.13%0.14%0.14%Q4 2023Q1 20242
Citizens National Bank Trust Department 220.02%0.02%0.02%Q1 2024Q2 20242
Trutina Financial LLC 110.02%0.02%0.03%Q3 2013Q1 20142
Ellenbecker Investment Group 220.07%0.07%0.07%Q1 2024Q2 20242
Fulcrum Capital LLC 220.18%0.20%0.21%Q3 2021Q4 20212
SP Asset Management LLC 220.02%0.02%0.02%Q1 2024Q2 20242
Long Wharf Investors, Inc. 220.18%0.20%0.22%Q1 2014Q2 20142
Empowered Funds, LLC 110.07%0.31%0.56%Q2 2023Q1 20242
Onyx Bridge Wealth Group LLC 220.10%0.12%0.14%Q2 2022Q3 20222
Brouwer & Janachowski, LLC 110.03%0.04%0.05%Q1 2014Q2 20152
TCG Advisors, LP 220.01%0.01%0.01%Q1 2019Q2 20192
Nova R Wealth, Inc. 221.37%2.06%2.76%Q1 2024Q2 20242
CIBC WORLD MARKETS CORP 220.00%0.00%0.00%Q3 2023Q4 20232
QUEST CAPITAL MANAGEMENT INC /ADV 220.30%0.89%1.49%Q3 2021Q4 20212
One Wealth Advisors, LLC 220.04%0.05%0.06%Q1 2023Q2 20232
Breakwater Investment Management 220.65%0.68%0.71%Q1 2024Q2 20242
Sandy Cove Advisors, LLC 220.11%0.12%0.12%Q4 2021Q1 20222
Beta Wealth Group, Inc. 224.14%4.34%4.54%Q4 2013Q1 20142
Consolidated Planning Corp 220.04%0.04%0.04%Q1 2024Q2 20242
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q3 2019Q4 20202
Quadrature Capital Ltd 220.01%0.01%0.01%Q1 2024Q2 20242
TRUE Private Wealth Advisors 220.03%0.03%0.03%Q1 2024Q2 20242
True Vision MN LLC 110.14%0.20%0.26%Q4 2023Q2 20242
MGO Private Wealth, LLC 220.49%0.49%0.49%Q3 2022Q4 20222
Moss Adams Wealth Advisors LLC 110.00%0.02%0.04%Q4 2022Q3 20232
RMR Wealth Builders 110.02%0.04%0.05%Q1 2021Q1 20222
MEITAV INVESTMENT HOUSE LTD 220.01%0.01%0.02%Q4 2018Q1 20192
EnRich Financial Partners LLC 220.00%0.01%0.01%Q1 2024Q2 20242
American Financial Network Advisory Services LLC 220.02%0.02%0.04%Q3 2017Q4 20172
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 220.06%0.08%0.11%Q4 2022Q1 20232
SpiderRock Advisors, LLC 220.03%0.03%0.03%Q1 2024Q2 20242
Fidelis Capital Partners, LLC 220.26%0.31%0.36%Q3 2023Q4 20232
FSA Wealth Management LLC 220.02%0.02%0.02%Q4 2023Q1 20242
Leo H. Evart, Inc. 220.40%0.41%0.41%Q1 2022Q2 20222
Team Financial Group, LLC 220.01%0.01%0.01%Q3 2023Q4 20232
Clear Rock Advisors, LLC 223.39%3.42%3.45%Q4 2023Q1 20242
Invesco Ltd. 220.00%0.00%0.00%Q3 2013Q4 20132
Fiduciary Alliance LLC 110.03%0.04%0.05%Q4 2022Q2 20232
INVESTMENT CENTERS OF AMERICA INC 220.03%0.03%0.03%Q2 2017Q3 20172
Revisor Wealth Management LLC 220.17%0.20%0.23%Q1 2024Q2 20242
Activest Wealth Management 110.00%0.00%0.00%Q3 2021Q3 20232
D'Orazio & Associates, Inc. 110.00%0.01%0.02%Q2 2017Q3 20212
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.00%0.19%0.39%Q3 2022Q2 20242
DecisionPoint Financial, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Cascade Financial Partners, LLC 220.09%0.10%0.10%Q1 2024Q2 20242
Rinkey Investments 110.04%0.06%0.09%Q4 2021Q2 20242
LITTLE HOUSE CAPITAL LLC 110.01%0.63%1.25%Q1 2019Q2 20202
Signet Investment Advisory Group, Inc. 220.14%0.26%0.38%Q1 2021Q2 20212
Iron Horse Wealth Management, LLC 110.01%0.07%0.13%Q4 2021Q2 20242
TCG Advisory Services, LLC 110.01%0.02%0.02%Q4 2023Q2 20242
Apella Capital, LLC 110.01%0.01%0.01%Q4 2023Q2 20242
PETERSON WEALTH MANAGEMENT 220.18%0.19%0.20%Q1 2024Q2 20242
Rikoon Group, LLC 110.06%0.07%0.08%Q2 2020Q1 20212
Cornerstone Wealth Group, LLC 222.62%2.63%2.63%Q1 2024Q2 20242
NovaPoint Capital, LLC 220.25%1.04%1.84%Q4 2019Q1 20202
RPg Family Wealth Advisory, LLC 220.05%0.05%0.05%Q2 2019Q3 20192
Diversify Advisory Services, LLC 220.13%0.14%0.14%Q1 2024Q2 20242
Dunhill Financial, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
Wealth Group, Ltd. 220.27%0.32%0.36%Q1 2024Q2 20242
LEVEL FOUR ADVISORY SERVICES, LLC 220.28%0.36%0.44%Q4 2022Q1 20232
Simplicity Wealth,LLC 220.06%0.06%0.06%Q1 2024Q2 20242
Resource Management, LLC 220.07%0.07%0.07%Q4 2019Q1 20202
XML Financial, LLC 220.07%0.07%0.07%Q1 2024Q2 20242
Wealth Quarterback LLC 110.00%0.01%0.01%Q4 2019Q3 20212
DOWLING & YAHNKE LLC 220.02%0.02%0.03%Q2 2019Q3 20192
Gateway Wealth Partners, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
AQR Capital Management 220.02%0.02%0.02%Q1 2024Q2 20242
Coppell Advisory Solutions LLC 110.06%0.08%0.09%Q4 2023Q2 20242
Financial Advantage, Inc. 110.01%0.01%0.02%Q3 2019Q2 20202
Operose Advisors LLC 220.01%0.01%0.02%Q1 2024Q2 20242
MARSHALL WACE, LLP 110.00%0.00%0.00%Q3 2023Q2 20242
Lavaca Capital LLC 220.02%0.02%0.02%Q4 2018Q1 20192
WR Wealth Planners, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Indie Asset Partners, LLC 220.28%0.31%0.33%Q4 2019Q1 20202
Lindenwold Advisors, INC 110.77%1.74%2.72%Q4 2022Q4 20232
Austin Wealth Management, LLC 220.07%0.09%0.11%Q1 2024Q2 20242
WealthBridge Capital Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Private Wealth Advisors, Inc. 220.13%0.13%0.13%Q3 2020Q4 20202
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Clear Perspectives Financial Planning, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
QCM Cayman, Ltd. 110.41%0.52%0.62%Q2 2020Q4 20202
CENTRAL BANK & TRUST CO 220.00%0.00%0.00%Q1 2024Q2 20242
Coppell Advisory Solutions Corp. 110.07%0.07%0.07%Q1 2024Q1 20241
Shore Point Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Guidance Point Advisors, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Ground Swell Capital, LLC 110.72%0.72%0.72%Q1 2021Q1 20211
Frisch Financial Group, Inc. 110.02%0.02%0.02%Q2 2024Q2 20241
Long Island Wealth Management, Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
Angeles Investment Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Planned Solutions, Inc. 110.03%0.03%0.03%Q4 2023Q4 20231
TUDOR INVESTMENT CORP ET AL 110.01%0.01%0.01%Q2 2024Q2 20241
Grey Street Capital, LLC 110.91%0.91%0.91%Q1 2024Q1 20241
L.M. KOHN & COMPANY 110.12%0.12%0.12%Q1 2022Q1 20221
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
CARDEROCK CAPITAL MANAGEMENT INC 110.12%0.12%0.12%Q4 2021Q4 20211
Palisade Asset Management, LLC 110.01%0.01%0.01%Q1 2024Q1 20241
Fort Vancouver Investment Management, LLC 113.51%3.51%3.51%Q2 2024Q2 20241
Bridgewater Advisors Inc. 110.10%0.10%0.10%Q2 2024Q2 20241
Lansing Street Advisors 110.04%0.04%0.04%Q1 2022Q1 20221
POWER WEALTH MANAGEMENT LLC 110.24%0.24%0.24%Q2 2024Q2 20241
Cardinal Strategic Wealth Guidance 110.04%0.04%0.04%Q2 2024Q2 20241
Financial Network Wealth Advisors LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Alpha Cubed Investments, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Teamwork Financial Advisors, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
WOODMONT INVESTMENT COUNSEL LLC 110.00%0.00%0.00%Q1 2024Q1 20241
RONALD BLUE & CO LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Brightworth 110.07%0.07%0.07%Q3 2019Q3 20191
Pacific Center for Financial Services 110.01%0.01%0.01%Q3 2021Q3 20211
CULTIVAR CAPITAL, INC. 110.05%0.05%0.05%Q2 2024Q2 20241
Signal Advisors Wealth, LLC 110.12%0.12%0.12%Q4 2023Q4 20231
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
BENJAMIN EDWARDS INC 110.00%0.00%0.00%Q3 2022Q3 20221
Windsor Advisory Group, LLC 113.90%3.90%3.90%Q4 2023Q4 20231
Manhattan West Asset Management, LLC 110.13%0.13%0.13%Q4 2021Q4 20211
MARSHALL & SULLIVAN INC /WA/ 110.00%0.00%0.00%Q2 2018Q2 20181
Global Trust Asset Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Pure Financial Advisors, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
USA FINANCIAL FORMULAS 110.00%0.00%0.00%Q4 2018Q4 20181
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q2 2014Q2 20141
MTM Investment Management, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
MRA Associates USA LLC 110.09%0.09%0.09%Q3 2019Q3 20191
Treybourne Wealth Planners, Inc. 110.32%0.32%0.32%Q2 2021Q2 20211
Epstein & White Financial LLC 110.09%0.09%0.09%Q2 2021Q2 20211
Western Pacific Wealth Management, LP 110.00%0.00%0.00%Q1 2024Q1 20241
FOCUS FINANCIAL NETWORK INC /ADV 110.88%0.88%0.88%Q4 2023Q4 20231
CFS Investment Advisory Services, LLC 1123.55%23.55%23.55%Q2 2021Q2 20211
AGRAN LIBBIE 110.05%0.05%0.05%Q1 2015Q1 20151
Total Clarity Wealth Management, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
EdgeRock Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Integrated Investment Consultants, LLC 110.05%0.05%0.05%Q1 2018Q1 20181
First Personal Financial Services 110.00%0.00%0.00%Q4 2015Q4 20151
First Ascent Asset Management, LLC 110.39%0.39%0.39%Q4 2022Q4 20221
Financial Designs Corp 110.18%0.18%0.18%Q3 2023Q3 20231
LAFFER TENGLER INVESTMENTS, INC. 110.02%0.02%0.02%Q1 2024Q1 20241
FREEDOM WEALTH ALLIANCE, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Penserra Capital Management LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Carter Financial Group, INC. 110.30%0.30%0.30%Q1 2022Q1 20221
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Ameraudi Asset Management, Inc. 110.09%0.09%0.09%Q4 2022Q4 20221
Alera Investment Advisors, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
CWA Asset Management Group, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
MorganRosel Wealth Management, LLC 110.38%0.38%0.38%Q4 2018Q4 20181
Fairfield Financial Advisors, LTD 110.00%0.00%0.00%Q2 2024Q2 20241
Wambolt & Associates, LLC 110.12%0.12%0.12%Q1 2023Q1 20231
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 110.07%0.07%0.07%Q1 2021Q1 20211
GW&K Investment Management, LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Edgewood Management 110.00%0.00%0.00%Q4 2018Q4 20181
Portfolio Solutions, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
PFG Investments, LLC 110.30%0.30%0.30%Q1 2024Q1 20241
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
CAPITAL ONE, NATIONAL ASSOCIATION 111.93%1.93%1.93%Q4 2019Q4 20191
INNEALTA CAPITAL, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
AMI ASSET MANAGEMENT CORP 110.73%0.73%0.73%Q4 2018Q4 20181
ADIRONDACK RETIREMENT SPECIALISTS, INC. 110.03%0.03%0.03%Q4 2022Q4 20221
Dorsey & Whitney Trust CO LLC 110.21%0.21%0.21%Q3 2022Q3 20221
Global Financial Private Capital, Inc 110.00%0.00%0.00%Q1 2020Q1 20201
Clearview Wealth Advisors LLC 113.46%3.46%3.46%Q2 2024Q2 20241
1620 INVESTMENT ADVISORS, INC. 110.01%0.01%0.01%Q2 2024Q2 20241
Pallas Capital Advisors LLC 110.04%0.04%0.04%Q2 2021Q2 20211
LVW Advisors, LLC 110.06%0.06%0.06%Q1 2019Q1 20191
Arjuna Capital 110.07%0.07%0.07%Q2 2021Q2 20211
Anfield Capital Management, LLC 110.01%0.01%0.01%Q1 2024Q1 20241
Delap Wealth Advisory, LLC 110.32%0.32%0.32%Q2 2024Q2 20241
440 INVESTMENT GROUP, LLC 110.35%0.35%0.35%Q4 2017Q4 20171
Monument Capital Management 110.13%0.13%0.13%Q4 2022Q4 20221
Mid-American Wealth Advisory Group, Inc. 117.40%7.40%7.40%Q4 2021Q4 20211
CABANA LLC 110.00%0.00%0.00%Q2 2020Q2 20201
CHELSEA COUNSEL CO 110.01%0.01%0.01%Q4 2022Q4 20221
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q2 2014Q2 20141
Belvedere Advisors LLC 112.50%2.50%2.50%Q1 2019Q1 20191
ABLES, IANNONE, MOORE & ASSOCIATES, INC. 110.09%0.09%0.09%Q4 2023Q4 20231
Cornerstone Advisory, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
IFG Advisors, LLC 110.09%0.09%0.09%Q1 2023Q1 20231
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
STABLEFORD CAPITAL II LLC 110.49%0.49%0.49%Q1 2023Q1 20231
PANORAMIC INVESTMENT ADVISORS, LLC 110.15%0.15%0.15%Q1 2024Q1 20241
CPA Asset Management LLC 110.74%0.74%0.74%Q4 2022Q4 20221
Houlihan Financial Resource Group, Ltd. 110.02%0.02%0.02%Q3 2020Q3 20201
Silver Oak Advisory Group, Inc. 110.21%0.21%0.21%Q4 2021Q4 20211
ROFFMAN MILLER ASSOCIATES INC /PA/ 110.03%0.03%0.03%Q2 2020Q2 20201
BAINCO INTERNATIONAL INVESTORS 110.01%0.01%0.01%Q1 2020Q1 20201
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Meridian Wealth Advisors, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Claraphi Advisory Network, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
NVWM, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
TCTC Holdings, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
CFO4Life, L.P. 110.06%0.06%0.06%Q4 2022Q4 20221
BEDEL FINANCIAL CONSULTING INC 110.11%0.11%0.11%Q3 2023Q3 20231
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 110.02%0.02%0.02%Q4 2021Q4 20211
Traynor Capital Management, Inc. 110.02%0.02%0.02%Q1 2024Q1 20241
Perkins Coie Trust Co 110.00%0.00%0.00%Q4 2022Q4 20221
Virtu KCG Holdings LLC 110.01%0.01%0.01%Q1 2016Q1 20161
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Cassia Capital Partners, LLC 110.26%0.26%0.26%Q3 2021Q3 20211
TWO SIGMA ADVISERS, LP 110.00%0.00%0.00%Q2 2013Q2 20131
Family Firm, Inc. 110.02%0.02%0.02%Q2 2024Q2 20241
Optiver Holding B.V. 110.00%0.00%0.00%Q4 2021Q4 20211
PCA Investment Advisory Services Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
AFFINITY WEALTH MANAGEMENT LLC 110.05%0.05%0.05%Q4 2023Q4 20231
Shilanski & Associates, Inc. 113.21%3.21%3.21%Q3 2022Q3 20221
Aries Wealth Management 112.36%2.36%2.36%Q1 2022Q1 20221
WEALTH ADVISORS, INC. 110.14%0.14%0.14%Q3 2023Q3 20231
Ergawealth Advisors, Inc. 110.12%0.12%0.12%Q2 2024Q2 20241
Rollins Financial 110.08%0.08%0.08%Q4 2022Q4 20221
WATERS PARKERSON & CO., LLC 110.02%0.02%0.02%Q4 2019Q4 20191
GYL FINANCIAL SYNERGIES, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Coyle Financial Counsel LLC 110.04%0.04%0.04%Q2 2018Q2 20181
BBR PARTNERS, LLC 110.13%0.13%0.13%Q4 2018Q4 20181
Financial Connections Group, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Principle Wealth Partners LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Financial Gravity Asset Management, Inc. 110.03%0.03%0.03%Q2 2024Q2 20241
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 110.10%0.10%0.10%Q4 2019Q4 20191
SBK Financial, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
GG Group Ventures, LLC 110.39%0.39%0.39%Q2 2024Q2 20241
WISCONSIN CAPITAL MANAGEMENT LLC 110.14%0.14%0.14%Q4 2014Q4 20141
EWG Elevate Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
Calamos Wealth Management LLC 110.12%0.12%0.12%Q2 2024Q2 20241
VALLEY WEALTH MANAGERS, INC. 110.00%0.00%0.00%Q1 2024Q1 20241
Gilbert & Cook, Inc. 110.16%0.16%0.16%Q4 2018Q4 20181
Paradigm Financial Advisors, LLC 110.00%0.00%0.00%Q1 2014Q1 20141
MIRSKY FINANCIAL MANAGEMENT CORP. 110.17%0.17%0.17%Q4 2021Q4 20211
Clarfeld Financial Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Accent Capital Management, LLC 110.10%0.10%0.10%Q2 2024Q2 20241
Main Management LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Weatherstone Capital Management 117.43%7.43%7.43%Q4 2018Q4 20181
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Capital Management Associates, Inc 110.83%0.83%0.83%Q4 2023Q4 20231
Dixon Hughes Goodman Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
ALBION FINANCIAL GROUP /UT 110.00%0.00%0.00%Q4 2022Q4 20221
Ergoteles LLC 110.09%0.09%0.09%Q2 2022Q2 20221
Aquire Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
HEADINVEST, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
San Luis Wealth Advisors LLC 110.02%0.02%0.02%Q1 2022Q1 20221
SilverOak Wealth Management LLC 110.06%0.06%0.06%Q1 2024Q1 20241
Trail Ridge Investment Advisors, LLC 110.19%0.19%0.19%Q2 2023Q2 20231
Imprint Wealth LLC 110.57%0.57%0.57%Q1 2024Q1 20241
Private Wealth Management Group, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Permit Capital Advisors, LLC 110.67%0.67%0.67%Q1 2022Q1 20221
USAdvisors Wealth Management, LLC 110.30%0.30%0.30%Q3 2018Q3 20181
Olistico Wealth, LLC 110.07%0.07%0.07%Q2 2024Q2 20241
TPG Advisors LLC 110.32%0.32%0.32%Q2 2024Q2 20241
FIDUCIARY FINANCIAL GROUP, LLC 110.05%0.05%0.05%Q2 2024Q2 20241
SADOFF INVESTMENT MANAGEMENT LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Beacon Wealthcare LLC 110.16%0.16%0.16%Q2 2021Q2 20211
Trifecta Capital Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Herold Advisors, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
Empirical Finance, LLC 111.17%1.17%1.17%Q4 2018Q4 20181
Stratos Investment Management, LLC 110.16%0.16%0.16%Q3 2021Q3 20211
Donald L. Hagan, LLC 110.38%0.38%0.38%Q4 2019Q4 20191
MOGY JOEL R INVESTMENT COUNSEL INC 110.01%0.01%0.01%Q1 2024Q1 20241
Sentinus, LLC 110.34%0.34%0.34%Q2 2024Q2 20241
Strategic Financial Concepts, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
PACIFIC SUN FINANCIAL CORP 110.21%0.21%0.21%Q4 2017Q4 20171
Founders Financial Alliance, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
Francis Financial, Inc. 110.10%0.10%0.10%Q2 2024Q2 20241
Carlsbad Wealth Advisory Group, Inc. 1115.03%15.03%15.03%Q2 2023Q2 20231
Asset Allocation Strategies LLC 110.40%0.40%0.40%Q2 2024Q2 20241
Symphony Financial, Ltd. Co. 110.06%0.06%0.06%Q1 2024Q1 20241
Paloma Partners Management Co 110.11%0.11%0.11%Q2 2020Q2 20201
GFS Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
COMMUNITY FINANCIAL SYSTEM, INC. 110.03%0.03%0.03%Q3 2014Q3 20141
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.01%0.01%0.01%Q2 2013Q2 20131
Telos Capital Management, Inc. 110.05%0.05%0.05%Q4 2019Q4 20191
Hershey Financial Advisers, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
OLD NATIONAL BANCORP /IN/ 110.00%0.00%0.00%Q1 2015Q1 20151
CNB Bank 110.00%0.00%0.00%Q2 2019Q2 20191
DiNuzzo Private Wealth, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
REFRAME WEALTH, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Paragon Capital Management LLC 110.11%0.11%0.11%Q1 2021Q1 20211
IRON Financial LLC 110.32%0.32%0.32%Q2 2020Q2 20201
GFS Private Wealth, LLC 110.54%0.54%0.54%Q4 2017Q4 20171
Verus Financial Partners, Inc. 110.54%0.54%0.54%Q3 2020Q3 20201
Triad Wealth Partners, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
PGIM Custom Harvest LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Lifeworks Advisors, LLC 110.19%0.19%0.19%Q2 2024Q2 20241
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q3 2019Q3 20191
SUMMIT SECURITIES GROUP LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Creative Capital Management Investments LLC 110.00%0.00%0.00%Q3 2023Q3 20231
IAM Advisory, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Emerson Wealth, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Pointe Capital Management LLC 110.50%0.50%0.50%Q4 2016Q4 20161
Oak Asset Management, LLC 1115.50%15.50%15.50%Q2 2022Q2 20221
Resonant Capital Advisors, LLC 110.07%0.07%0.07%Q1 2020Q1 20201
Mason & Associates, LLC 110.20%0.20%0.20%Q2 2024Q2 20241
Caerus Investment Advisors, LLC 110.29%0.29%0.29%Q4 2021Q4 20211
Saxony Capital Management, LLC 110.73%0.73%0.73%Q1 2024Q1 20241
Cullen Capital Management, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Paragon Capital Management Ltd 110.04%0.04%0.04%Q1 2024Q1 20241
Reby Advisors, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
CATALYST PRIVATE WEALTH, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
Worth Financial Advisory Group, LLC 110.17%0.17%0.17%Q2 2024Q2 20241
Sightline Wealth Advisors, LLC 110.12%0.12%0.12%Q2 2024Q2 20241
Widmann Financial Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Rather & Kittrell, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Bradley & Co. Private Wealth Management, LLC 110.02%0.02%0.02%Q4 2023Q4 20231
STRATEGIC PLANNING GROUP, LLC 110.05%0.05%0.05%Q2 2024Q2 20241
Global Assets Advisory, LLC 110.06%0.06%0.06%Q1 2024Q1 20241
Lynx Investment Advisory 110.76%0.76%0.76%Q2 2024Q2 20241
Caitlin John, LLC 110.04%0.04%0.04%Q4 2023Q4 20231
CITY NATIONAL BANK 110.00%0.00%0.00%Q1 2015Q1 20151
Placemark Investments, Inc. 110.01%0.01%0.01%Q3 2014Q3 20141
VICTORY FINANCIAL GROUP, LLC 110.35%0.35%0.35%Q2 2024Q2 20241
Arlington Partners LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Able Wealth Management LLC 110.03%0.03%0.03%Q4 2023Q4 20231
Westwind Capital 110.01%0.01%0.01%Q2 2019Q2 20191
SIGNET FINANCIAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
FMA ADVISORY INC 110.01%0.01%0.01%Q2 2015Q2 20151
MIDDLETON & CO INC/MA 110.06%0.06%0.06%Q3 2017Q3 20171
Strategic Capital Alternatives LLC 110.04%0.04%0.04%Q3 2015Q3 20151
Requisite Capital Management, LLC 110.12%0.12%0.12%Q2 2019Q2 20191
Verity & Verity, LLC 110.04%0.04%0.04%Q2 2024Q2 20241
Segment Wealth Management, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
Hoxton Financial, Inc. 110.02%0.02%0.02%Q1 2016Q1 20161
Meristem Family Wealth, LLC 110.08%0.08%0.08%Q4 2017Q4 20171
BRIGHT FINANCIAL ADVISORS, INC. 110.24%0.24%0.24%Q2 2024Q2 20241
Winthrop Capital Management, LLC 114.39%4.39%4.39%Q4 2023Q4 20231
Karp Capital Management Corp 110.00%0.00%0.00%Q4 2018Q4 20181
REGIONS FINANCIAL CORP 110.01%0.01%0.01%Q4 2022Q4 20221
Pinnacle Holdings, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
OLD MISSION CAPITAL, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Boyd Wealth Management, LLC 110.47%0.47%0.47%Q1 2022Q1 20221
BARCLAYS PLC 110.00%0.00%0.00%Q1 2021Q1 20211
JEPPSON WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
EA Series Trust 110.56%0.56%0.56%Q2 2023Q2 20231
DeDora Capital, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Wrenne Financial Planning LLC 110.14%0.14%0.14%Q2 2024Q2 20241
N.E.W. Advisory Services LLC 110.04%0.04%0.04%Q2 2024Q2 20241
FIRST NATIONAL BANK OF OMAHA 110.01%0.01%0.01%Q3 2020Q3 20201
SIENA CAPITAL LLC 110.00%0.00%0.00%Q1 2022Q1 20221
PATRICK M SWEENEY & ASSOCIATES, INC 110.16%0.16%0.16%Q2 2024Q2 20241
Weil Company, Inc. 110.02%0.02%0.02%Q3 2019Q3 20191
Sensible Money, LLC 110.11%0.11%0.11%Q1 2024Q1 20241
American Research & Management Co. 110.01%0.01%0.01%Q4 2020Q4 20201
Claybrook Capital, LLC 110.34%0.34%0.34%Q2 2021Q2 20211
Dynasty Wealth Management, LLC 111.32%1.32%1.32%Q4 2017Q4 20171
KerberRose Wealth Management, LLC 114.56%4.56%4.56%Q2 2022Q2 20221
Institute for Wealth Management, LLC. 110.02%0.02%0.02%Q4 2019Q4 20191
OAK HARBOR WEALTH PARTNERS, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Hardin Capital Partners, LLC 110.60%0.60%0.60%Q2 2024Q2 20241
Lionsbridge Wealth Management LLC 113.94%3.94%3.94%Q4 2019Q4 20191
Ascension Asset Management LLC 118.80%8.80%8.80%Q4 2020Q4 20201
FIRST AMERICAN TRUST, FSB 110.13%0.13%0.13%Q3 2019Q3 20191
FOUNDERS FINANCIAL SECURITIES LLC 110.05%0.05%0.05%Q2 2024Q2 20241
CacheTech Inc. 1114.02%14.02%14.02%Q2 2024Q2 20241
Danda Trouve Investment Management, Inc. 110.01%0.01%0.01%Q3 2022Q3 20221
Windward Private Wealth Management Inc. 110.11%0.11%0.11%Q4 2021Q4 20211
Summit Equities Inc 110.15%0.15%0.15%Q3 2018Q3 20181
PRW Wealth Management LLC 110.02%0.02%0.02%Q4 2018Q4 20181
BANYAN CAPITAL MANAGEMENT, INC. 115.36%5.36%5.36%Q4 2018Q4 20181
Elser Financial Planning, Inc 110.44%0.44%0.44%Q2 2024Q2 20241
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Blume Capital Management, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
Haverford Trust Co 110.04%0.04%0.04%Q4 2015Q4 20151
PRIVATE TRUST CO NA 110.00%0.00%0.00%Q2 2023Q2 20231
Rede Wealth, LLC 110.63%0.63%0.63%Q2 2024Q2 20241
FNY Investment Advisers, LLC 110.08%0.08%0.08%Q2 2019Q2 20191
KAYS FINANCIAL ADVISORY CORP /ADV 110.35%0.35%0.35%Q4 2018Q4 20181
Alternative Investment Advisors, LLC. 110.70%0.70%0.70%Q3 2023Q3 20231
Wilson & Boucher Capital Management, LLC 110.13%0.13%0.13%Q2 2023Q2 20231
Evergreen Advisors, LLC 110.11%0.11%0.11%Q4 2019Q4 20191
Eagle Strategies LLC 110.09%0.09%0.09%Q1 2024Q1 20241
Financial Consulate Inc. 117.89%7.89%7.89%Q2 2021Q2 20211
Westbourne Investment Advisors, Inc. 110.14%0.14%0.14%Q3 2018Q3 20181
Royal Fund Management, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC 110.13%0.13%0.13%Q1 2024Q1 20241
External links

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