SCHWAB STRATEGIC TR shareholder history

Current and past SCHWAB STRATEGIC TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 3280.00%0.00%0.00%Q3 2013Q3 202386
Tortoise Investment Management, LLC 44440.02%0.75%1.40%Q4 2012Q3 202344
SHEETS SMITH WEALTH MANAGEMENT 43430.17%0.89%2.18%Q1 2013Q3 202343
Charles Schwab Investment Advisory, Inc. 42424.08%7.66%11.86%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
NORTHWEST INVESTMENT COUNSELORS, LLC 42421.00%2.28%2.65%Q2 2013Q3 202342
Mariner, LLC 42420.19%0.75%1.64%Q2 2013Q3 202342
Newman Dignan & Sheerar, Inc. 42420.02%2.96%7.34%Q2 2013Q3 202342
Bangor Savings Bank 42422.45%4.84%8.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.01%0.02%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
GHP Investment Advisors, Inc. 42420.03%0.06%0.11%Q2 2013Q3 202342
CONDOR CAPITAL MANAGEMENT 42420.24%0.57%0.91%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.00%0.11%0.17%Q2 2013Q4 202342
MCF Advisors LLC 3230.00%0.86%2.50%Q2 2012Q3 202342
FineMark National Bank & Trust 42420.00%0.05%0.10%Q2 2013Q3 202342
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 42420.80%3.08%6.68%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.01%0.31%0.46%Q2 2013Q3 202342
Courage Miller Partners, LLC 42420.41%12.24%16.34%Q2 2013Q3 202342
Ifrah Financial Services, Inc. 42420.26%0.34%0.44%Q2 2013Q3 202342
HBK Sorce Advisory LLC 424210.48%17.99%24.15%Q2 2013Q3 202342
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 42420.49%3.12%8.38%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.01%0.15%0.39%Q2 2013Q3 202342
Apriem Advisors 42420.01%9.00%22.06%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.02%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.04%0.32%0.66%Q2 2013Q3 202342
Van Cleef Asset Management,Inc 42420.47%0.83%1.26%Q2 2013Q3 202342
AMI INVESTMENT MANAGEMENT INC 42422.28%5.67%9.06%Q2 2013Q3 202342
Summit Asset Management, LLC 42420.17%0.34%0.44%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.05%0.10%Q2 2013Q3 202342
Aspen Investment Management Inc 42420.20%0.56%1.67%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.08%0.22%0.42%Q2 2013Q3 202342
ALESCO ADVISORS LLC 42420.07%0.23%0.35%Q2 2013Q3 202342
JMG Financial Group, Ltd. 42420.26%3.49%7.13%Q2 2013Q3 202342
Carlson Capital Management 42420.20%0.63%0.89%Q2 2013Q3 202342
BOK Financial Private Wealth, Inc. 42420.09%0.31%0.67%Q2 2013Q3 202342
Financial Management Professionals, Inc. 42420.38%15.76%42.68%Q2 2013Q3 202342
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 42421.90%6.62%9.13%Q2 2013Q3 202342
HENGEHOLD CAPITAL MANAGEMENT LLC 42420.68%1.35%2.17%Q2 2013Q3 202342
Buffington Mohr McNeal 42425.75%6.93%9.52%Q2 2013Q3 202342
Phocas Financial Corp. 41410.23%0.68%1.27%Q2 2013Q2 202341
BAILARD, INC. 31100.12%0.21%0.52%Q2 2013Q3 202341
HOWE & RUSLING INC 3830.00%0.06%0.66%Q2 2013Q3 202341
HARTLINE INVESTMENT CORP/ 3740.07%0.10%0.24%Q2 2013Q3 202341
LEAVELL INVESTMENT MANAGEMENT, INC. 41410.04%1.37%2.09%Q3 2013Q3 202341
SAWGRASS ASSET MANAGEMENT LLC 3470.02%0.27%2.34%Q2 2013Q3 202341
CARRET ASSET MANAGEMENT, LLC 41410.05%0.08%0.12%Q3 2013Q3 202341
SIGNATUREFD, LLC 41410.01%0.07%0.18%Q3 2013Q3 202341
SIGMA INVESTMENT COUNSELORS INC 41410.05%0.19%0.27%Q3 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.00%Q2 2013Q3 202341
Madden Advisory Services, Inc. 4010.08%1.88%5.41%Q2 2013Q3 202341
CABOT WEALTH MANAGEMENT INC 41410.44%2.02%3.65%Q3 2013Q3 202341
Destination Wealth Management 41410.03%0.59%1.98%Q3 2013Q3 202341
B. Riley Wealth Advisors, Inc. 3650.01%0.21%0.50%Q2 2013Q3 202341
PINNACLE ASSOCIATES LTD 40400.00%0.02%0.03%Q4 2013Q3 202340
Parsec Financial Management, Inc. 40400.44%1.40%2.34%Q2 2013Q1 202340
PNC FINANCIAL SERVICES GROUP, INC. 3610.00%0.00%0.00%Q2 2013Q3 202340
Creative Planning 40400.00%0.65%2.08%Q4 2013Q3 202340
Avior Wealth Management, LLC 40400.17%1.38%4.33%Q4 2013Q3 202340
PLANNING ALTERNATIVES LTD /ADV 40400.06%3.77%7.50%Q4 2013Q3 202340
Curbstone Financial Management Corp 40400.20%0.51%1.08%Q1 2014Q4 202340
SAGE FINANCIAL GROUP INC 404036.53%51.02%74.53%Q4 2013Q3 202340
Bouchey Financial Group Ltd 40400.08%1.26%3.69%Q4 2013Q3 202340
WBH ADVISORY INC 3730.09%0.83%1.78%Q3 2013Q3 202340
Eagle Capital Management, LLC 40400.52%1.23%1.82%Q4 2013Q3 202340
Cutler Group LLC / CA 910.00%0.00%0.02%Q4 2015Q3 202340
CAHILL FINANCIAL ADVISORS INC 40400.70%1.55%4.44%Q4 2013Q3 202340
Perigon Wealth Management, LLC 2810.19%0.40%0.73%Q3 2011Q3 202340
EVERMAY WEALTH MANAGEMENT LLC 393913.84%20.05%25.14%Q1 2014Q3 202339
PARSONS CAPITAL MANAGEMENT INC/RI 3450.02%0.08%0.23%Q4 2013Q3 202339
COLONY GROUP LLC 3090.00%0.31%0.63%Q4 2013Q3 202339
One Capital Management, LLC 39390.02%0.21%1.97%Q1 2014Q3 202339
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2850.00%0.15%0.31%Q3 2013Q3 202339
RKL Wealth Management LLC 39394.76%7.59%9.86%Q1 2014Q3 202339
BRIGHTON JONES LLC 26130.04%0.08%0.15%Q3 2013Q3 202339
WEALTHCARE CAPITAL MANAGEMENT LLC 39390.05%0.17%0.49%Q1 2014Q3 202339
Tradewinds Capital Management, LLC 39390.01%1.19%7.74%Q1 2014Q3 202339
GOLDMAN SACHS GROUP INC 1810.00%0.00%0.01%Q1 2012Q3 202339
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2720.04%0.33%2.44%Q2 2013Q3 202338
BRR OpCo, LLC 38380.69%2.34%4.53%Q2 2013Q3 202238
UBS Group AG 36360.00%0.06%0.15%Q4 2014Q3 202338
Bowling Portfolio Management LLC 38380.21%1.41%2.31%Q2 2013Q3 202238
BTR CAPITAL MANAGEMENT INC 38380.05%0.14%0.32%Q2 2013Q3 202238
Smithfield Trust Co 38380.00%0.00%0.01%Q2 2014Q3 202338
Horrell Capital Management, Inc. 38380.00%0.00%0.01%Q2 2014Q3 202338
GW HENSSLER & ASSOCIATES LTD 3430.03%0.22%0.39%Q2 2014Q3 202337
Legacy Wealth Management, Inc 37370.12%0.91%4.00%Q3 2014Q3 202337
KCM INVESTMENT ADVISORS LLC 37370.02%0.09%0.20%Q3 2014Q3 202337
Evensky & Katz LLC 37370.07%0.28%0.59%Q3 2014Q3 202337
Atria Investments, Inc 1410.02%0.09%0.37%Q2 2013Q3 202337
EP Wealth Advisors, LLC 3020.02%0.09%0.39%Q3 2013Q3 202336
American Money Management, LLC 36360.20%0.82%1.69%Q4 2014Q3 202336
Financial Architects, Inc 3240.02%0.08%0.16%Q2 2014Q2 202336
Burt Wealth Advisors 36360.12%2.30%6.87%Q4 2014Q3 202336
BSW Wealth Partners 36360.08%0.19%0.45%Q4 2014Q3 202336
West Oak Capital, LLC 23130.03%1.13%2.64%Q3 2014Q3 202336
Barrett Asset Management, LLC 36360.00%0.03%0.04%Q2 2013Q1 202236
VALLEY NATIONAL ADVISERS INC 36360.51%3.77%7.70%Q4 2014Q3 202336
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 36361.29%2.88%3.90%Q4 2014Q3 202336
Mengis Capital Management, Inc. 36360.74%0.95%1.28%Q4 2014Q3 202336
CITIGROUP INC 1910.00%0.00%0.00%Q3 2013Q3 202336
FMR LLC 36360.00%0.00%0.00%Q4 2014Q3 202336
HOLDERNESS INVESTMENTS CO 36360.17%0.43%1.19%Q4 2014Q3 202336
Citadel Advisors 1010.00%0.00%0.00%Q1 2015Q3 202336
Leisure Capital Management 36361.74%3.69%5.19%Q4 2014Q3 202336
Eidelman Virant Capital 36360.00%0.72%1.16%Q4 2013Q3 202236
HOLLENCREST CAPITAL MANAGEMENT 3140.10%0.29%1.59%Q3 2014Q3 202335
FINANCIAL CONSULATE, INC 3412.26%10.23%20.10%Q4 2014Q3 202335
Ironwood Financial, llc 3140.28%1.37%5.55%Q4 2014Q3 202335
Rock Point Advisors, LLC 35350.09%0.18%0.29%Q1 2015Q3 202335
Sandy Spring Bank 35350.01%0.04%0.07%Q1 2015Q3 202335
Evanson Asset Management, LLC 35350.09%0.13%0.26%Q1 2015Q3 202335
Capital Directions Investment Advisors, LLC 2530.00%0.05%0.08%Q2 2013Q4 202235
ENVESTNET ASSET MANAGEMENT INC 21140.00%0.13%0.44%Q2 2013Q3 202335
Sequoia Financial Advisors, LLC 35350.13%1.96%3.64%Q1 2015Q3 202335
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2530.01%0.21%0.50%Q4 2013Q3 202335
Bank of New York Mellon Corp 34340.00%0.00%0.00%Q2 2015Q3 202334
MISSION WEALTH MANAGEMENT, LP 34340.08%0.18%0.36%Q2 2015Q3 202334
St. Johns Investment Management Company, LLC 34341.35%9.21%13.67%Q2 2015Q3 202334
Advisory Services Network, LLC 2710.00%0.04%0.08%Q4 2013Q3 202334
Capital Advantage, Inc. 17170.10%0.44%0.82%Q1 2015Q3 202334
Sharkey, Howes & Javer 3310.20%4.61%15.18%Q1 2015Q3 202334
GODSEY & GIBB, INC 2010.07%0.13%0.44%Q3 2013Q3 202334
GRIMES & COMPANY, INC. 34340.14%0.21%0.35%Q2 2015Q3 202334
SALEM INVESTMENT COUNSELORS INC 18160.19%0.50%0.69%Q2 2013Q3 202334
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 23110.02%0.06%0.30%Q2 2013Q3 202334
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2520.00%0.10%0.69%Q2 2014Q3 202334
BUCKINGHAM STRATEGIC WEALTH, LLC 3120.06%0.12%0.30%Q1 2015Q3 202333
Parkside Financial Bank & Trust 33330.03%0.06%0.17%Q3 2015Q3 202333
ASPIRIANT, LLC 3120.02%0.44%1.17%Q2 2015Q3 202333
Asset Management Group, Inc. 3210.11%0.48%0.72%Q2 2015Q3 202333
SMITH, MOORE & CO. 12100.06%0.12%0.18%Q4 2014Q3 202333
Chicago Partners Investment Group LLC 17160.01%0.18%0.94%Q4 2014Q3 202333
PREMIER ASSET MANAGEMENT LLC 2310.05%0.12%0.21%Q3 2013Q1 202233
MONETA GROUP INVESTMENT ADVISORS LLC 3110.05%3.40%8.57%Q3 2015Q3 202332
Moisand Fitzgerald Tamayo, LLC 32320.27%0.71%1.32%Q4 2015Q3 202332
Landmark Financial Advisors, LLC 32320.29%1.20%1.92%Q4 2015Q3 202332
JOHNSON INVESTMENT COUNSEL INC 32320.02%0.43%0.71%Q4 2015Q3 202332
Gradient Investments LLC 32320.00%0.08%0.18%Q4 2015Q3 202332
Twele Capital Management, Inc. 32320.06%0.15%0.21%Q4 2015Q3 202332
WEIK CAPITAL MANAGEMENT 32320.13%0.27%1.68%Q4 2015Q3 202332
ProVise Management Group, LLC 2610.04%0.71%2.02%Q2 2014Q3 202332
Bristlecone Advisors, LLC 32321.04%4.07%7.04%Q4 2015Q3 202332
Armbruster Capital Management, Inc. 32320.08%0.15%0.24%Q4 2015Q3 202332
Garrison Asset Management, LLC 32320.19%0.41%0.72%Q4 2015Q3 202332
BlackRock Inc. 32320.00%0.00%0.00%Q4 2015Q3 202332
Krilogy Financial LLC 3110.04%0.65%2.08%Q3 2015Q3 202332
Sigma Planning Corp 3110.05%0.16%0.29%Q2 2015Q3 202332
Caprock Group, LLC 31310.05%0.08%0.16%Q1 2016Q3 202331
Sutton Wealth Advisors Inc. 31317.17%9.12%12.05%Q1 2016Q3 202331
Edge Wealth Management LLC 2920.00%0.02%0.08%Q2 2013Q4 202131
VALICENTI ADVISORY SERVICES INC 2920.14%6.16%8.27%Q1 2014Q3 202331
HT Partners LLC 31310.21%1.39%17.92%Q1 2015Q3 202231
KLINGENSTEIN FIELDS & CO LP 31310.04%0.14%0.23%Q1 2016Q3 202331
Asset Dedication, LLC 2651.56%3.25%4.64%Q4 2015Q3 202331
Orgel Wealth Management, LLC 31311.19%3.20%8.58%Q1 2016Q3 202331
RAYMOND JAMES & ASSOCIATES 31310.00%0.00%0.01%Q1 2016Q3 202331
Cetera Advisor Networks LLC 31310.01%0.05%0.11%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.00%0.01%0.01%Q1 2016Q3 202331
IFP Advisors, Inc 17140.02%0.33%1.21%Q4 2015Q3 202331
FORTE CAPITAL LLC /ADV 31310.31%0.79%1.14%Q1 2016Q3 202331
Lenox Wealth Advisors, LLC 31310.01%1.53%2.28%Q3 2014Q1 202231
Personal Capital Advisors Corp 31310.00%0.01%0.12%Q2 2015Q4 202231
Private Advisor Group, LLC 3010.00%0.07%0.13%Q3 2014Q3 202331
Triangle Securities Wealth Management 31310.25%1.29%2.15%Q1 2016Q3 202331
FAS Wealth Partners, Inc. 30300.24%0.79%1.20%Q2 2016Q3 202330
NOVARE CAPITAL MANAGEMENT LLC 30300.05%0.15%0.96%Q2 2016Q3 202330
PHILLIPS FINANCIAL MANAGEMENT, LLC 20100.15%0.25%0.40%Q1 2016Q3 202330
Garde Capital, Inc. 2820.06%0.24%0.44%Q1 2016Q3 202330
WHITTIER TRUST CO OF NEVADA INC 30300.01%0.04%0.06%Q2 2016Q3 202330
Schneider Downs Wealth Management Advisors, LP 30300.16%2.47%5.11%Q2 2016Q3 202330
Clearwater Capital Advisors, LLC 30300.05%1.83%5.21%Q2 2016Q3 202330
THRIVENT FINANCIAL FOR LUTHERANS 2110.00%0.01%0.06%Q3 2017Q3 202330
WEDGEWOOD INVESTORS INC /PA/ 30300.30%1.09%2.05%Q2 2016Q3 202330
STEWART & PATTEN CO LLC 2910.04%0.06%0.09%Q3 2015Q3 202330
JANE STREET GROUP, LLC 1510.00%0.02%0.07%Q2 2014Q2 202330
StrategIQ Financial Group, LLC 30300.08%0.16%0.23%Q2 2016Q3 202330
BerganKDV Wealth Management, LLC 30300.24%0.94%3.29%Q1 2016Q2 202330
Stratos Wealth Partners, LTD. 29290.02%0.04%0.08%Q3 2016Q3 202329
Allworth Financial LP 2180.00%0.08%0.41%Q2 2016Q3 202329
SVA Wealth Management, LLC 29291.43%4.36%9.92%Q4 2013Q4 202029
CWM, LLC 2180.00%0.01%0.11%Q2 2016Q3 202329
Alley Co LLC 29290.06%0.21%0.30%Q4 2014Q4 202129
Laurel Wealth Advisors, Inc. 29290.10%0.16%0.27%Q4 2015Q4 202229
MUFG Americas Holdings Corp 2810.00%0.07%0.12%Q2 2014Q3 202229
JFS WEALTH ADVISORS, LLC 2630.01%0.25%0.51%Q4 2015Q3 202329
MONEYWISE, INC. 292913.56%17.67%23.82%Q3 2016Q3 202329
Transform Wealth, LLC 2540.04%0.18%0.47%Q2 2016Q3 202329
MinichMacGregor Wealth Management, LLC 1341.17%3.51%5.17%Q4 2015Q3 202329
MITCHELL CAPITAL MANAGEMENT CO 29290.13%1.05%1.81%Q3 2016Q3 202329
SFMG, LLC 2810.28%4.69%13.17%Q2 2013Q3 202329
CWH Capital Management, Inc. 29290.74%7.54%14.61%Q4 2013Q4 202029
Ancora Advisors LLC 28280.49%0.85%1.21%Q4 2016Q3 202328
Exchange Capital Management, Inc. 2710.00%1.70%2.78%Q2 2014Q3 202328
McAdam, LLC 282811.12%12.39%13.69%Q4 2016Q3 202328
Northwest Quadrant Wealth Management, LLC 282818.92%21.25%25.25%Q4 2016Q3 202328
COLDSTREAM CAPITAL MANAGEMENT INC 2440.08%0.66%1.31%Q3 2016Q3 202328
NewSquare Capital LLC 28280.83%1.87%3.43%Q4 2016Q3 202328
Tower Research Capital LLC (TRC) 810.00%0.10%0.39%Q2 2014Q3 202328
Parallel Advisors, LLC 28280.03%0.11%0.17%Q4 2016Q3 202328
ACCESS FINANCIAL SERVICES, INC. 28288.70%15.64%22.20%Q4 2016Q3 202328
ASSET PLANNING SERVICES INC /LA/ /ADV 28280.25%0.88%1.80%Q4 2016Q3 202328
Brinker Capital Investments, LLC 1810.00%0.17%0.49%Q2 2013Q4 202228
Sargent Bickham Lagudis LLC 28280.24%0.55%1.01%Q1 2016Q4 202228
FINANCIAL COUNSELORS INC 28280.04%0.05%0.05%Q4 2016Q3 202328
LOWE BROCKENBROUGH & CO INC 28280.07%0.72%1.27%Q4 2016Q3 202328
Armor Investment Advisors, LLC 28280.18%0.23%0.30%Q4 2016Q3 202328
BlueSky Wealth Advisors, LLC 28286.12%15.82%27.90%Q4 2016Q3 202328
Peak Financial Management, Inc. 28280.49%1.24%1.52%Q4 2016Q3 202328
Circle Wealth Management, LLC 28280.13%0.80%1.18%Q4 2016Q3 202328
STIFEL FINANCIAL CORP 2210.00%0.02%0.05%Q4 2015Q3 202328
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 28280.01%0.02%0.04%Q4 2016Q3 202328
McKinley Carter Wealth Services, Inc. 28280.06%0.17%0.37%Q4 2016Q3 202328
WEALTHSOURCE PARTNERS, LLC 28280.26%5.68%11.76%Q4 2016Q3 202328
APPLETON PARTNERS INC/MA 28280.05%2.14%3.01%Q1 2017Q4 202328
IMA Wealth, Inc. 28280.51%5.28%8.78%Q4 2016Q3 202328
Meridian Wealth Management, LLC 28280.09%0.28%0.53%Q4 2016Q3 202328
L. Roy Papp & Associates, LLP 2410.06%0.10%0.14%Q2 2016Q3 202328
Anchor Investment Management, LLC 28280.01%1.36%2.02%Q1 2017Q4 202328
SigFig Wealth Management, LLC 28280.08%0.18%0.54%Q4 2016Q3 202328
Lee Financial Co 28280.20%1.39%2.55%Q4 2016Q3 202328
J.P. Morgan Private Wealth Advisors LLC 28280.01%0.03%0.05%Q4 2016Q3 202328
NORTHERN TRUST CORP 27270.00%0.00%0.00%Q1 2017Q3 202327
Barnett & Company, Inc. 27270.09%0.72%2.17%Q2 2015Q4 202127
FLPUTNAM INVESTMENT MANAGEMENT CO 2520.10%0.40%1.50%Q4 2016Q3 202327
SEI INVESTMENTS CO 2410.00%2.58%4.22%Q1 2016Q3 202327
Stockman Wealth Management, Inc. 2520.22%0.97%1.54%Q3 2015Q3 202327
Kohmann Bosshard Financial Services, LLC 2525.25%8.41%10.25%Q4 2016Q3 202327
Roundview Capital LLC 27270.08%0.23%0.32%Q1 2017Q3 202327
Highland Private Wealth Management 1890.11%0.18%0.24%Q4 2015Q3 202227
HUNTINGTON NATIONAL BANK 1210.00%0.00%0.00%Q1 2010Q3 202327
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
Raymond James Financial Services Advisors, Inc. 14130.00%0.05%0.18%Q4 2016Q3 202327
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 27270.07%0.38%0.72%Q1 2017Q3 202327
Colorado Capital Management, Inc. 27270.17%0.37%0.78%Q1 2017Q3 202327
OXFORD FINANCIAL GROUP, LTD. LLC 27270.01%0.32%0.76%Q1 2017Q3 202327
Alliance Wealth Management Group 2610.27%13.50%15.24%Q4 2015Q2 202327
Dynamic Advisor Solutions LLC 2420.10%1.39%2.35%Q4 2013Q3 202326
CLEAR INVESTMENT RESEARCH, LLC 26260.43%2.50%4.34%Q2 2017Q3 202326
FDx Advisors, Inc. 2420.01%0.15%0.51%Q1 2016Q2 202326
OneDigital Investment Advisors LLC 26260.04%0.40%0.79%Q2 2017Q3 202326
ASSETMARK, INC 26260.21%0.71%1.44%Q2 2017Q3 202326
Versant Capital Management, Inc 26260.01%0.16%0.38%Q3 2017Q4 202326
BROWN ADVISORY INC 2510.00%0.00%0.00%Q1 2014Q3 202326
APPLETON GROUP, LLC 1244.01%12.94%28.46%Q2 2016Q2 202326
MML INVESTORS SERVICES, LLC 26260.01%0.04%0.11%Q2 2017Q3 202326
BENJAMIN F. EDWARDS & COMPANY, INC. 26260.00%0.00%0.00%Q2 2017Q3 202326
Ausdal Financial Partners, Inc. 26260.12%0.34%0.55%Q2 2017Q3 202326
Paracle Advisors, LLC 1970.13%0.21%0.33%Q3 2014Q1 202126
Cetera Advisors LLC 2330.01%0.02%0.06%Q4 2015Q3 202326
Financial Advisory Group 26260.14%0.68%2.18%Q2 2017Q3 202326
Palouse Capital Management, Inc. 2150.07%0.14%0.43%Q1 2017Q3 202326
Sensible Financial Planning & Management, LLC. 26260.64%3.89%5.94%Q2 2017Q3 202326
BFSG, LLC 1790.12%0.17%0.26%Q1 2017Q3 202326
CIBC Private Wealth Group, LLC 1320.00%0.00%0.01%Q4 2015Q3 202326
Kingsview Wealth Management, LLC 2060.04%0.27%1.75%Q1 2017Q3 202326
QS Investors, LLC 26260.02%1.42%2.27%Q1 2015Q2 202126
Heritage Wealth Advisors 26260.02%0.07%0.18%Q2 2017Q3 202326
DUNCKER STREETT & CO INC 26260.06%0.37%0.55%Q2 2017Q3 202326
LeJeune Puetz Investment Counsel LLC 26260.97%1.31%1.62%Q4 2016Q1 202326
LADENBURG THALMANN FINANCIAL SERVICES INC. 26260.00%0.14%0.58%Q3 2013Q4 201926
Calamos Advisors LLC 26260.00%0.01%0.01%Q2 2017Q3 202326
Valeo Financial Advisors, LLC 25250.01%0.10%0.18%Q3 2017Q3 202325
Peak Asset Management, LLC 25250.10%0.29%0.47%Q3 2017Q3 202325
CAPTRUST FINANCIAL ADVISORS 25250.00%0.18%0.75%Q3 2017Q3 202325
Penobscot Investment Management Company, Inc. 25250.04%0.05%0.07%Q3 2017Q3 202325
LINCOLN NATIONAL CORP 25250.01%0.03%0.08%Q3 2017Q3 202325
Pinnacle Family Advisors, LLC 1810.12%0.83%3.01%Q4 2016Q3 202325
Steward Partners Investment Advisory, LLC 1870.00%0.00%0.01%Q1 2017Q3 202325
Koshinski Asset Management, Inc. 930.03%0.14%0.63%Q4 2014Q3 202325
JONES FINANCIAL COMPANIES LLLP 25250.00%0.00%0.02%Q3 2017Q3 202325
CENTRAL TRUST Co 2410.00%0.01%0.01%Q4 2015Q3 202325
Janney Montgomery Scott LLC 1960.00%0.00%0.01%Q3 2016Q2 202325
TIEDEMANN ADVISORS, LLC 2410.04%0.08%0.19%Q2 2017Q3 202325
Mirador Capital Partners LP 25250.06%0.16%0.29%Q4 2016Q4 202225
InterOcean Capital, LLC 13120.03%0.13%0.41%Q4 2013Q2 202025
Plante Moran Financial Advisors, LLC 25250.00%0.03%0.06%Q3 2017Q3 202325
Sonora Investment Management, LLC 25250.00%0.01%0.03%Q3 2015Q3 202125
SNS Financial Group, LLC 1920.15%0.97%3.18%Q1 2017Q3 202325
Vivaldi Capital Management LP 25250.37%0.98%2.18%Q3 2017Q3 202325
Broadview Financial Management, LLC 24241.27%2.01%2.42%Q4 2017Q3 202324
Pinkerton Retirement Specialists, LLC 24240.07%8.51%14.79%Q4 2017Q3 202324
TCI Wealth Advisors, Inc. 2310.00%0.10%0.23%Q1 2017Q3 202324
Cypress Capital Group 2210.04%0.11%0.24%Q2 2014Q3 202324
MOTCO 24240.01%0.01%0.02%Q4 2017Q3 202324
BALDWIN BROTHERS LLC/MA 24240.00%0.00%0.01%Q1 2018Q4 202324
Global Retirement Partners, LLC 1770.01%0.06%0.09%Q3 2017Q3 202324
COOPER/HAIMS ADVISORS, LLC 24245.12%13.11%28.61%Q4 2017Q3 202324
MILLENNIUM MANAGEMENT LLC 1510.00%0.00%0.00%Q1 2015Q3 202324
Santori & Peters, Inc. 24241.19%2.48%3.21%Q4 2017Q3 202324
Successful Portfolios LLC 24240.61%1.52%2.54%Q4 2017Q3 202324
MACROVIEW INVESTMENT MANAGEMENT LLC 2220.00%0.14%0.32%Q1 2017Q3 202324
OPPENHEIMER & CO INC 24240.01%0.03%0.04%Q4 2017Q3 202324
Nicollet Investment Management, Inc. 24240.28%2.15%3.06%Q4 2017Q3 202324
D.B. Root & Company, LLC 24243.15%6.09%7.22%Q4 2017Q3 202324
Advanced Asset Management Advisors Inc 24245.98%7.46%10.14%Q4 2017Q3 202324
FORT PITT CAPITAL GROUP, LLC 24240.02%0.33%2.24%Q4 2017Q3 202324
Bigelow Investment Advisors, LLC 24241.96%2.74%3.24%Q4 2017Q3 202324
PALLADIUM PARTNERS LLC 2310.00%0.04%0.05%Q2 2013Q1 202224
Gradient Capital Advisors, LLC 24242.08%2.99%4.36%Q4 2017Q3 202324
C M BIDWELL & ASSOCIATES LTD 24241.62%2.55%4.62%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.11%0.30%0.85%Q4 2017Q3 202324
HoyleCohen, LLC 24240.02%0.04%0.06%Q4 2017Q3 202324
People's United Financial, Inc. 24240.01%0.03%0.06%Q2 2016Q1 202224
Northwest Capital Management Inc 24241.25%3.30%6.06%Q4 2017Q3 202324
PETTYJOHN, WOOD & WHITE, INC 24240.09%0.23%0.36%Q4 2017Q3 202324
Front Row Advisors LLC 24240.91%1.09%1.39%Q4 2017Q3 202324
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 24240.00%0.85%2.89%Q4 2017Q3 202324
Winfield Associates, Inc. 2020.02%0.06%0.14%Q4 2013Q1 202224
Abacus Planning Group, Inc. 24240.28%0.61%1.24%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.20%0.27%0.40%Q4 2017Q3 202324
AE Wealth Management LLC 24240.01%0.14%0.47%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.09%0.65%1.80%Q4 2017Q3 202324
PIERSHALE FINANCIAL GROUP, INC. 710.01%13.78%27.82%Q2 2014Q2 202324
Vista Private Wealth Partners. LLC 2133.76%5.66%9.37%Q3 2017Q3 202324
SIMON QUICK ADVISORS, LLC 1680.05%0.38%3.11%Q1 2017Q3 202324
Carmichael Hill & Associates, Inc. 24240.85%1.41%2.24%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.05%0.08%Q4 2017Q3 202324
PIN OAK INVESTMENT ADVISORS INC 24240.05%0.10%0.14%Q4 2017Q3 202324
Larson Financial Group LLC 2210.07%0.14%0.35%Q4 2017Q3 202323
Frontier Wealth Management LLC 1670.02%1.33%4.84%Q4 2014Q2 202223
FAGAN ASSOCIATES, INC. 1940.08%0.22%0.58%Q4 2017Q3 202323
Carroll Financial Associates, Inc. 23230.00%0.14%0.37%Q2 2016Q4 202123
Bedel Financial Consulting, Inc. 23230.11%0.20%0.27%Q4 2017Q2 202323
Belpointe Asset Management LLC 23230.02%0.47%2.66%Q3 2017Q1 202323
Keel Point, LLC 23230.09%0.57%1.86%Q4 2015Q2 202123
Whitegate Investment Counselors, Inc. 2210.06%0.20%0.27%Q1 2014Q3 202123
Pinnacle Advisory Group, Inc. 23230.06%0.92%1.60%Q3 2015Q1 202123
JPMORGAN CHASE & CO 2110.00%0.00%0.00%Q2 2016Q3 202323
Allen Capital Group, LLC 2031.40%4.95%11.45%Q4 2017Q3 202323
Baystate Wealth Management LLC 2030.00%0.00%0.01%Q2 2017Q3 202323
Ironwood Wealth Management, LLC. 2212.15%5.70%14.11%Q3 2017Q3 202323
Live Your Vision, LLC 23230.36%1.05%5.49%Q3 2013Q1 201923
Slow Capital, Inc. 23230.15%0.30%0.59%Q1 2018Q3 202323
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.00%Q1 2018Q3 202323
Wealthcare Advisory Partners LLC 23230.01%0.28%0.75%Q1 2018Q3 202323
Emery Howard Portfolio Management, Inc. 23230.05%0.09%0.11%Q2 2016Q4 202123
River Wealth Advisors LLC 2210.04%0.09%0.13%Q3 2016Q3 202323
Gs Investments, Inc. 1310.11%0.32%0.63%Q2 2017Q3 202323
FIFTH THIRD BANCORP 1820.00%0.00%0.00%Q1 2015Q3 202323
Relaxing Retirement Coach 23232.57%5.99%9.88%Q4 2017Q2 202323
Brand Asset Management Group, Inc. 22220.62%2.59%4.21%Q2 2018Q3 202322
Alpha Omega Wealth Management LLC 22220.07%0.88%8.34%Q2 2018Q3 202322
American Investment Services, Inc. 22220.08%0.34%0.48%Q2 2018Q3 202322
CORRADO ADVISORS, LLC 2110.01%2.15%8.21%Q4 2014Q4 202222
WealthPLAN Partners, LLC 1610.02%0.12%0.24%Q2 2015Q4 202322
Avantax Planning Partners, Inc. 2110.01%0.10%0.48%Q1 2018Q3 202322
LBMC INVESTMENT ADVISORS, LLC 22220.08%0.13%0.14%Q2 2018Q3 202322
Towercrest Capital Management 22227.30%8.21%8.77%Q2 2018Q3 202322
IHT Wealth Management, LLC 1410.00%0.04%0.11%Q4 2016Q3 202322
Ensemble Capital Management 1570.04%0.11%0.20%Q3 2013Q1 201922
Aull & Monroe Investment Management Corp 22220.12%0.30%0.40%Q2 2018Q3 202322
McIlrath & Eck, LLC 1660.00%0.00%0.01%Q4 2017Q3 202322
B & T Capital Management DBA Alpha Capital Management 22221.39%2.98%3.32%Q2 2018Q3 202322
M&T BANK CORP 22220.00%0.01%0.12%Q2 2018Q3 202322
Vishria Bird Financial Group, LLC 22220.15%2.10%7.82%Q2 2018Q3 202322
Texas Yale Capital Corp. 1930.02%0.04%0.06%Q1 2017Q3 202322
PFG Advisors 1750.21%0.35%0.75%Q4 2017Q3 202322
Summit Financial Strategies, Inc. 2010.27%0.60%0.86%Q4 2015Q3 202321
Starfire Investment Advisers, Inc. 11100.45%0.58%0.71%Q1 2015Q2 202021
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.03%0.66%Q3 2018Q3 202321
Burleson & Company, LLC 21210.25%3.52%10.56%Q4 2017Q4 202221
SEGALL BRYANT & HAMILL, LLC 1470.01%0.02%0.02%Q2 2018Q3 202321
Elmwood Wealth Management, Inc. 1120.94%1.82%2.84%Q1 2018Q3 202321
VERITY Wealth Advisors 21211.85%2.80%5.82%Q4 2018Q4 202321
Kalos Management, Inc. 1710.57%3.07%7.06%Q4 2017Q2 202321
Red Cedar Capital, LLC 21210.35%0.41%0.48%Q4 2017Q4 202221
Private Ocean, LLC 1010.00%0.09%0.19%Q1 2014Q3 202321
RED CEDAR INVESTMENT MANAGEMENT, LLC 21211.85%5.74%11.81%Q3 2018Q3 202321
CALTON & ASSOCIATES, INC. 21210.09%0.74%1.97%Q2 2018Q2 202321
MONETTA FINANCIAL SERVICES INC 21212.69%3.67%4.06%Q2 2013Q2 201821
Vanguard Capital Wealth Advisors 910.22%1.00%2.37%Q4 2017Q3 202321
Windsor Wealth Management, Inc. 21210.12%0.53%1.55%Q3 2018Q3 202321
Clearstead Advisors, LLC 1830.03%0.07%0.30%Q2 2018Q3 202321
Heritage Way Advisors, LLC 21212.40%2.87%3.16%Q4 2016Q4 202121
BDO Wealth Advisors, LLC 21210.01%0.01%0.02%Q2 2018Q2 202321
Advisory Alpha, LLC 1520.01%1.20%4.03%Q2 2016Q2 202221
Southeast Asset Advisors Inc. 1920.04%0.06%0.08%Q2 2018Q3 202321
KEMPER Corp 21212.10%4.14%6.97%Q4 2016Q4 202121
Stordahl Capital Management, Inc. 20200.63%0.98%1.39%Q4 2018Q3 202320
ATLAS CAPITAL ADVISORS LLC 10100.00%0.00%0.00%Q1 2018Q1 202320
FinTrust Capital Advisors, LLC 20200.06%0.08%0.12%Q4 2018Q3 202320
Trinity Legacy Partners, LLC 20202.80%4.23%5.93%Q4 2018Q3 202320
BERKSHIRE ASSET MANAGEMENT LLC/PA 20200.02%0.17%0.25%Q4 2018Q3 202320
Cresset Asset Management, LLC 20200.02%0.77%1.90%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.08%0.20%0.34%Q4 2018Q3 202320
Strategic Family Wealth Counselors, L.L.C. 20202.36%3.32%4.56%Q4 2018Q3 202320
MARSHALL FINANCIAL GROUP INC /ADV 20209.32%10.46%11.61%Q4 2018Q3 202320
CCG WEALTH MANAGEMENT, LLC 20200.87%4.08%13.15%Q4 2018Q3 202320
Edge Capital Group, LLC 20200.01%0.28%0.43%Q4 2018Q3 202320
American Financial Advisors, LLC 20200.06%0.09%0.15%Q4 2018Q3 202320
Wealthspire Advisors, L.P. 20201.47%2.78%3.37%Q4 2015Q3 202020
Jackson Hole Capital Partners, LLC 20200.00%0.01%0.01%Q4 2018Q3 202320
Financial Advisors, LLC 20200.73%1.45%2.24%Q4 2018Q3 202320
Private Portfolio Partners LLC 20200.17%0.26%0.81%Q4 2018Q3 202320
Abbrea Capital, LLC 20200.33%0.36%0.42%Q4 2018Q3 202320
Pensionmark Financial Group, LLC 20200.10%0.16%0.22%Q4 2018Q3 202320
Elgethun Capital Management 20200.46%0.84%1.20%Q4 2018Q3 202320
FIRST NATIONAL CORP /MA/ /ADV 20200.00%2.36%3.21%Q4 2018Q3 202320
DROMS STRAUSS ADVISORS INC /MO/ /ADV 20201.13%1.91%2.89%Q4 2018Q3 202320
Beacon Pointe Advisors, LLC 20200.32%1.56%3.02%Q4 2018Q3 202320
OGOREK ANTHONY JOSEPH /NY/ /ADV 20200.00%0.22%1.14%Q4 2018Q3 202320
Prestige Wealth Management Group LLC 20200.02%0.77%2.44%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.02%0.03%0.04%Q4 2018Q3 202320
COMERICA BANK 910.00%0.00%0.01%Q1 2017Q3 202320
WealthTrust Fairport, LLC 20200.00%0.15%0.34%Q2 2014Q1 201920
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 20200.36%1.13%3.06%Q4 2018Q3 202320
Princeton Global Asset Management LLC 20200.01%0.01%0.02%Q4 2018Q3 202320
MEANS INVESTMENT CO., INC. 20200.07%0.11%0.18%Q4 2018Q3 202320
Pinion Investment Advisors, LLC 20200.45%2.68%3.26%Q4 2018Q3 202320
Tanglewood Wealth Management, Inc. 20200.06%0.16%0.40%Q4 2018Q3 202320
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.01%0.06%0.13%Q1 2016Q4 202020
Legacy Bridge, LLC 20200.02%0.05%0.08%Q4 2018Q3 202320
Almanack Investment Partners, LLC. 1642.00%3.42%6.46%Q3 2018Q3 202320
Omega Financial Group, LLC 20202.14%3.30%5.26%Q4 2018Q3 202320
Human Investing LLC 20200.29%0.57%1.24%Q4 2018Q3 202320
FOSTER & MOTLEY INC 1010.02%0.04%0.08%Q1 2016Q1 202220
Summit Financial, LLC 20200.03%0.16%0.58%Q4 2018Q3 202320
Independent Advisor Alliance 20200.00%0.04%0.16%Q4 2018Q3 202320
PRIVATE CAPITAL MANAGEMENT LLC 20201.60%2.65%3.21%Q4 2018Q3 202320
Campbell Wealth Management 202021.94%26.42%30.28%Q4 2018Q3 202320
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 20200.17%1.93%4.84%Q2 2017Q1 202220
Vigilant Capital Management, LLC 1010.00%0.02%0.05%Q4 2017Q2 202320
Hurlow Wealth Management Group, Inc. 20200.62%2.15%5.49%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.04%0.39%Q4 2017Q3 202220
Retirement Planning Group, LLC 20200.08%0.18%1.05%Q4 2018Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.20%0.47%0.73%Q4 2017Q4 202220
HHM Wealth Advisors, LLC 20200.12%0.21%0.32%Q4 2018Q3 202320
Peachtree Investment Partners, LLC 20200.10%0.22%0.52%Q4 2018Q3 202320
Black Diamond Financial, LLC 20204.57%6.42%8.58%Q4 2018Q3 202320
MANCHESTER FINANCIAL INC 20204.54%7.14%9.86%Q4 2018Q3 202320
Next Capital Management LLC 20201.17%3.28%8.11%Q4 2018Q3 202320
Somerset Group LLC 20200.51%1.33%2.02%Q4 2018Q3 202320
MANAGED ACCOUNT SERVICES INC 20201.66%2.04%2.49%Q4 2016Q3 202120
Joseph P. Lucia & Associates, LLC 19190.17%1.04%1.49%Q1 2019Q3 202319
TIAA, FSB 1180.00%0.01%0.01%Q2 2017Q2 202319
D.A. DAVIDSON & CO. 1420.00%0.00%0.01%Q1 2014Q3 202319
Apollon Wealth Management, LLC 19190.07%4.93%22.87%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Prime Capital Investment Advisors, LLC 19190.09%7.57%11.44%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.06%1.80%4.07%Q1 2019Q3 202319
Manchester Capital Management LLC 1110.00%0.12%0.36%Q2 2013Q3 202319
Aptus Capital Advisors, LLC 19190.23%0.35%1.04%Q1 2019Q3 202319
Stillwater Capital Advisors, LLC 19190.06%0.08%0.08%Q3 2018Q1 202319
Hudock, Inc. 1360.01%0.08%0.14%Q3 2018Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.44%0.71%1.03%Q1 2019Q3 202319
WealthTrust-Arizona, LLC 19190.34%7.72%10.04%Q2 2014Q4 201819
Gainplan LLC 19190.42%1.05%2.40%Q1 2019Q3 202319
Schoolcraft Capital LLC 19190.22%0.31%0.42%Q1 2019Q3 202319
Foster Victor Wealth Advisors, LLC 1450.49%6.18%14.26%Q4 2018Q3 202319
Wall Capital Group, Inc. 1540.05%3.02%17.20%Q1 2017Q3 202319
Western Wealth Management, LLC 1180.26%0.32%0.45%Q4 2018Q3 202319
Bison Wealth, LLC 19190.05%0.26%0.40%Q4 2017Q2 202219
Lido Advisors, LLC 19190.00%0.08%0.14%Q1 2019Q3 202319
TSFG, LLC 19190.00%0.01%0.03%Q1 2019Q3 202319
Investors Research Corp 19190.00%0.86%2.09%Q1 2019Q3 202319
Jaffetilchin Investment Partners, LLC 19190.13%4.27%5.80%Q1 2019Q3 202319
Patriot Financial Group Insurance Agency, LLC 1630.01%0.18%0.56%Q4 2018Q3 202319
Resource Planning Group 1080.16%0.18%0.20%Q3 2018Q1 202318
Domani Wealth, LLC 18182.54%3.35%3.82%Q4 2018Q1 202318
Rockefeller Capital Management L.P. 18180.00%0.01%0.03%Q2 2019Q3 202318
OARSMAN CAPITAL, INC. 18180.18%0.25%0.40%Q2 2019Q3 202318
Johnson Financial Group, Inc. 1110.00%0.00%0.01%Q2 2015Q3 202318
MONTAG A & ASSOCIATES INC 1350.00%0.02%0.04%Q4 2018Q3 202318
Carnegie Capital Asset Management, LLC 1710.01%0.04%0.08%Q4 2016Q3 202318
AVALON CAPITAL MANAGEMENT 1170.22%1.74%5.33%Q2 2013Q3 201818
MOSELEY INVESTMENT MANAGEMENT INC 1530.17%0.26%0.36%Q1 2019Q3 202318
Evercore Wealth Management, LLC 1260.00%0.01%0.02%Q4 2015Q3 202118
Columbus Macro, LLC 18180.88%2.01%3.23%Q2 2018Q3 202218
NORTH STAR ASSET MANAGEMENT INC 18180.45%0.97%1.90%Q2 2019Q3 202318
Sound View Wealth Advisors Group, LLC 18180.51%1.62%2.20%Q2 2019Q3 202318
PITTENGER & ANDERSON INC 1610.00%0.02%0.09%Q4 2014Q3 202318
QCI ASSET MANAGEMENT INC/NY 18180.00%0.66%1.27%Q2 2017Q3 202118
MFA WEALTH ADVISORS, LLC 840.11%2.62%8.60%Q4 2017Q3 202218
Pegasus Asset Management, Inc. 18180.18%0.22%0.26%Q2 2019Q3 202318
Matrix Trust Co 18186.18%7.99%10.80%Q2 2019Q3 202318
Cypress Wealth Services, LLC 18180.09%0.68%2.21%Q4 2017Q1 202218
Ruggie Capital Group 1440.08%0.17%0.32%Q4 2014Q2 201918
Nicholas Hoffman & Company, LLC. 1420.01%0.08%0.18%Q2 2018Q3 202318
Glassman Wealth Services 18180.01%0.02%0.04%Q2 2019Q3 202318
Richard Bernstein Advisors LLC 18180.03%0.09%0.16%Q1 2018Q2 202218
Reitz Capital Advisors LLC 1530.20%0.79%3.11%Q4 2018Q2 202318
NAPLES GLOBAL ADVISORS, LLC 18180.08%0.18%0.25%Q2 2019Q3 202318
Miracle Mile Advisors, LLC 1710.01%0.13%0.38%Q2 2016Q3 202318
MAI Capital Management 18180.21%0.30%0.46%Q2 2019Q3 202318
RIVERSEDGE ADVISORS, LLC 18189.83%13.89%17.41%Q2 2019Q3 202318
GREENWOOD GEARHART INC 18180.65%2.12%3.28%Q2 2019Q3 202318
Jacobsen Capital Management 1430.32%0.58%1.18%Q2 2019Q3 202317
Lesa Sroufe & Co 1250.18%0.41%0.59%Q2 2019Q3 202317
Charles Schwab Trust Co 17170.14%3.58%5.84%Q3 2019Q3 202317
BNP PARIBAS FINANCIAL MARKETS 810.00%0.00%0.01%Q1 2015Q3 202317
GLENMEDE TRUST CO NA 1340.00%0.00%0.00%Q1 2019Q2 202317
Baldrige Asset Management LLC 17171.24%1.71%2.47%Q1 2019Q1 202317
GILL CAPITAL PARTNERS, LLC 1610.16%0.20%0.24%Q4 2018Q4 202317
Modus Advisors, LLC 17170.13%0.43%0.66%Q4 2019Q4 202317
MARIETTA INVESTMENT PARTNERS LLC 17170.07%0.13%0.18%Q3 2019Q3 202317
SYNOVUS FINANCIAL CORP 1070.00%0.00%0.00%Q4 2015Q2 202017
Physician Wealth Advisors, Inc. 17170.15%0.36%0.96%Q3 2019Q3 202317
GenWealth Group, Inc. 17170.16%0.23%0.36%Q3 2019Q3 202317
Pathway Financial Advisors LLC 810.01%0.08%0.13%Q4 2017Q3 202317
Pflug Koory, LLC 17170.10%0.14%0.18%Q3 2019Q3 202317
Lattice Strategies LLC 17170.12%0.41%0.73%Q4 2014Q4 201817
HIGHLAND CAPITAL MANAGEMENT, LLC 1420.00%0.02%0.02%Q2 2015Q3 202316
CAPITAL ADVISORS INC/OK 1510.02%0.04%0.08%Q4 2018Q3 202316
Integrated Advisors Network LLC 16160.17%0.21%0.23%Q4 2019Q3 202316
IAG Wealth Partners, LLC 16160.04%0.06%0.14%Q4 2019Q3 202316
Wade Financial Advisory, Inc 16160.24%0.35%0.46%Q4 2019Q3 202316
NWK Group, Inc. 16160.06%0.08%0.10%Q4 2019Q3 202316
Fortis Capital Management LLC 16163.53%7.11%12.67%Q4 2019Q3 202316
Capital Advisors, Ltd. LLC 16160.00%0.16%0.66%Q4 2019Q3 202316
Pacific Edge Advisors, LLC 161621.24%27.60%36.19%Q4 2017Q3 202116
IEQ CAPITAL, LLC 16160.04%0.05%0.09%Q4 2019Q3 202316
Commonwealth Equity Services, Inc 16160.02%0.02%0.03%Q4 2013Q3 201716
Newport Wealth Strategies, Inc. 16160.80%4.32%7.92%Q4 2017Q3 202116
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Vision Capital Management, Inc. 1510.06%0.22%0.36%Q2 2019Q3 202316
Provident Wealth Management, LLC 16167.87%9.77%14.14%Q4 2019Q3 202316
CVA Family Office, LLC 16161.36%2.66%4.67%Q4 2019Q3 202316
Red Door Wealth Management, LLC 16164.37%6.73%9.95%Q4 2019Q3 202316
ROVIN CAPITAL /UT/ /ADV 16160.72%1.70%2.69%Q4 2019Q3 202316
55I, LLC 16160.18%2.43%9.75%Q4 2018Q3 202216
Mayfair Advisory Group, LLC 16160.24%0.55%1.36%Q4 2019Q3 202316
TD Ameritrade Trust Co 16160.00%6.88%11.90%Q2 2015Q1 201916
Sugarloaf Wealth Management, LLC 16160.03%0.04%0.05%Q4 2019Q3 202316
Carolina Wealth Advisors, LLC 16162.35%3.17%3.75%Q4 2019Q3 202316
Cedar Brook Financial Partners, LLC 1060.32%0.87%1.89%Q4 2018Q3 202316
FormulaFolio Investments, LLC 16160.04%0.22%0.37%Q1 2017Q4 202016
PARAMETRIC PORTFOLIO ASSOCIATES LLC 810.00%0.00%0.03%Q4 2016Q1 202216
John W. Brooker & Co., CPAs 16160.47%0.84%1.15%Q4 2019Q3 202316
HighMark Wealth Management LLC 16160.02%0.02%0.02%Q4 2019Q3 202316
Marcum Wealth, LLC 16160.42%7.83%11.54%Q4 2019Q3 202316
Efficient Market Advisors, LLC 16160.10%0.22%0.52%Q2 2013Q1 201716
Adero Partners, LLC 16160.11%0.43%1.22%Q4 2019Q3 202316
SENTINEL PENSION ADVISORS INC 16161.16%3.18%5.67%Q4 2019Q3 202316
Meridian Wealth Partners, LLC 16165.21%8.90%12.01%Q4 2019Q3 202316
NATIONAL PLANNING CORP 16160.05%0.15%0.22%Q2 2013Q1 201716
PACIFIC CAPITAL WEALTH ADVISORS, INC 16161.63%3.91%6.54%Q4 2019Q3 202316
BOYS ARNOLD & CO INC 16160.05%0.06%0.07%Q2 2016Q1 202016
Oldfather Financial Services, LLC 16160.34%0.60%0.76%Q4 2019Q3 202316
Firestone Capital Management 16160.21%0.40%0.52%Q4 2019Q3 202316
Sterling Investment Advisors, Ltd. 16160.01%0.03%0.04%Q3 2018Q2 202216
Chevy Chase Trust Holdings, LLC 510.00%0.00%0.01%Q2 2014Q4 201916
Capital Investment Advisors, LLC 1030.01%0.01%0.02%Q2 2018Q4 202316
Westside Investment Management, Inc. 1510.00%0.00%0.00%Q2 2019Q3 202316
Your Advocates Ltd., LLP 16160.50%4.61%11.28%Q4 2019Q3 202316
Mutual Advisors, LLC 16160.02%0.06%0.30%Q4 2019Q3 202316
CreativeOne Wealth, LLC 1060.02%0.09%0.22%Q3 2018Q2 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.98%1.36%1.81%Q4 2019Q3 202316
BESSEMER GROUP INC 1510.00%0.00%0.00%Q1 2016Q3 202316
ATTICUS WEALTH MANAGEMENT, LLC 16160.00%0.02%0.12%Q4 2019Q3 202316
AVANTAX ADVISORY SERVICES, INC. 16160.01%0.04%0.09%Q4 2019Q3 202316
DAVIDSON TRUST CO 16160.94%1.09%1.16%Q4 2019Q3 202316
QUADRANT CAPITAL GROUP LLC 16160.00%0.04%0.07%Q4 2019Q3 202316
PATHSTONE FAMILY OFFICE, LLC 610.00%0.01%0.07%Q2 2014Q3 202316
SPRENG CAPITAL MANAGEMENT, INC. 16160.86%1.07%1.29%Q4 2019Q3 202316
Ascension Capital Advisors, Inc. 16166.91%10.40%14.12%Q4 2019Q3 202316
Fusion Capital, LLC 16160.15%0.26%0.74%Q4 2019Q3 202316
BALLAST ADVISORS LLC 16166.36%8.98%10.13%Q4 2019Q3 202316
Summit Place Financial Advisors, LLC 16161.37%1.99%2.95%Q4 2019Q3 202316
QUANTUM CAPITAL MANAGEMENT 1150.02%0.13%0.38%Q2 2013Q3 202016
Gleason Group, Inc. 16160.01%1.26%5.32%Q4 2019Q3 202316
FIRST FOUNDATION ADVISORS 16160.02%0.07%0.13%Q4 2019Q3 202316
Mission Creek Capital Partners, Inc. 16160.08%0.14%0.18%Q4 2019Q3 202316
Element Wealth, LLC 16163.20%4.10%5.56%Q4 2019Q3 202316
Aurora Private Wealth, Inc. 16160.30%0.52%0.94%Q4 2019Q3 202316
Financial Engines Advisors L.L.C. 1510.00%0.01%0.01%Q3 2018Q3 202316
Seneca House Advisors 1510.15%0.93%6.01%Q1 2018Q3 202316
VIRIDIAN RIA, LLC 1420.69%0.88%1.08%Q1 2018Q1 202216
Wagner Wealth Management, LLC 1240.08%0.12%0.25%Q4 2017Q3 202316
AlphaStar Capital Management, LLC 1110.02%0.24%1.70%Q2 2017Q2 202216
ERn Financial, LLC 1420.07%0.10%0.15%Q2 2019Q3 202316
TRUIST FINANCIAL CORP 16160.06%0.08%0.09%Q4 2019Q3 202316
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 16160.03%0.32%0.52%Q3 2017Q2 202116
MADISON INVESTMENT HOLDINGS INC 16160.00%0.01%0.02%Q4 2015Q3 201916
Visionary Wealth Advisors 16160.06%0.32%2.33%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.15%0.18%0.22%Q4 2019Q3 202316
INTREPID CAPITAL MANAGEMENT INC 16160.15%2.05%4.54%Q4 2019Q3 202316
Column Capital Advisors, LLC 16160.18%0.27%0.78%Q4 2019Q3 202316
R. W. Roge & Company, Inc. 16165.61%8.61%10.68%Q4 2019Q3 202316
AlphaCore Capital LLC 16160.04%0.20%0.78%Q4 2019Q3 202316
S.E.E.D. Planning Group LLC 16160.78%2.77%13.38%Q4 2019Q3 202316
MYCIO WEALTH PARTNERS, LLC 1320.01%0.37%0.50%Q2 2014Q4 201915
Lutz Financial Services LLC 15150.36%0.71%1.30%Q1 2020Q3 202315
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 151510.12%10.72%11.64%Q2 2016Q4 201915
HANTZ FINANCIAL SERVICES, INC. 15151.60%1.80%2.02%Q1 2020Q3 202315
Avion Wealth 15150.01%0.04%0.08%Q1 2020Q3 202315
Homrich & Berg 1110.01%0.16%0.53%Q1 2015Q3 202115
SWS Partners 513.59%5.48%7.73%Q4 2017Q3 202315
CAROLINAS WEALTH CONSULTING LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
MSI Financial Services Inc 15150.01%0.02%0.06%Q2 2013Q4 201615
Cambridge Advisors Inc. 1310.06%0.09%0.19%Q3 2018Q3 202315
Advisor Group, Inc. 15150.02%0.05%0.21%Q2 2016Q4 201915
Rosenberg Matthew Hamilton 15150.90%2.37%3.58%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.21%0.33%Q1 2020Q3 202315
Stonebridge Capital Advisors LLC 640.00%0.01%0.03%Q2 2019Q3 202315
TOTAL INVESTMENT MANAGEMENT INC 1410.38%5.14%13.44%Q4 2016Q1 202115
LAKE STREET ADVISORS GROUP, LLC 15150.40%0.54%0.93%Q1 2020Q3 202315
Bogart Wealth, LLC 1110.00%0.01%0.08%Q4 2018Q3 202315
ETRADE Capital Management LLC 15150.05%0.08%0.11%Q1 2017Q3 202015
ZACKS INVESTMENT MANAGEMENT 1410.01%0.02%0.04%Q4 2019Q3 202315
BCS Wealth Management 1414.60%5.66%7.14%Q4 2019Q3 202315
TOWNSQUARE CAPITAL LLC 15150.02%0.11%0.44%Q1 2020Q3 202315
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 1320.49%0.71%1.20%Q4 2019Q3 202315
PrairieView Partners, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Savant Capital, LLC 15150.02%0.57%1.76%Q1 2020Q3 202315
Adams Wealth Management 151524.76%38.32%50.73%Q1 2020Q3 202315
Baker Avenue Asset Management, LP 15150.14%0.77%1.16%Q1 2020Q3 202315
Joel Isaacson & Co., LLC 1050.02%0.02%0.02%Q3 2015Q3 202315
RATIONAL ADVISORS LLC 870.03%1.02%2.19%Q1 2018Q3 202315
Rehmann Capital Advisory Group 15150.04%0.05%0.06%Q1 2020Q3 202315
Redhawk Wealth Advisors, Inc. 730.06%0.10%0.23%Q4 2018Q3 202315
Jacobi Capital Management LLC 1410.00%0.39%0.54%Q2 2018Q3 202315
UBS AG 660.00%0.00%0.00%Q2 2013Q3 201415
Gray Wealth Management Inc. 15150.18%0.25%0.32%Q1 2020Q3 202315
Waldron Private Wealth LLC 960.02%0.03%0.09%Q4 2017Q3 202115
Merriman Wealth Management, LLC 15150.16%0.30%0.64%Q1 2020Q3 202315
Legacy Private Trust Co. 15150.04%0.49%0.64%Q1 2020Q3 202315
Kovack Advisors, Inc. 810.02%0.05%0.07%Q1 2018Q2 202315
Harborview Advisors, LLC 15150.23%0.49%0.57%Q1 2018Q3 202115
PEAPACK GLADSTONE FINANCIAL CORP 15150.01%0.05%0.07%Q1 2020Q3 202315
NorthRock Partners, LLC 1410.03%0.11%0.79%Q3 2019Q3 202315
ARGENT CAPITAL MANAGEMENT LLC 810.02%0.20%1.72%Q4 2014Q3 202315
Riverpoint Wealth Management Holdings, LLC 15150.42%0.54%1.38%Q1 2020Q3 202315
Northeast Financial Consultants Inc 1410.02%0.02%0.02%Q4 2019Q3 202315
Cypress Capital Management LLC (WY) 730.00%1.03%4.80%Q4 2016Q2 202115
BRINKER CAPITAL INC 15150.45%1.16%1.45%Q4 2016Q2 202015
Retirement Group, LLC 1410.02%0.07%0.16%Q4 2019Q3 202315
DDD Partners, LLC 14140.05%0.33%0.44%Q2 2020Q3 202314
St. Louis Trust Co 14140.58%1.44%3.34%Q2 2020Q3 202314
Vanguard Personalized Indexing Management, LLC 14140.04%0.11%0.32%Q2 2020Q3 202314
Lehman & Derafelo Financial Resources LLC 1220.00%0.00%0.00%Q4 2018Q3 202214
Grant Street Asset Management, Inc. 14140.50%4.80%8.60%Q2 2020Q3 202314
Geneva Advisors, LLC 14140.00%0.01%0.02%Q1 2014Q2 201714
FARMERS & MERCHANTS INVESTMENTS INC 14140.01%0.01%0.01%Q2 2020Q3 202314
NWAM LLC 610.03%0.07%0.26%Q4 2016Q1 202214
COMMERCE BANK 1310.01%0.01%0.02%Q1 2020Q3 202314
PagnatoKarp Partners LLC 14140.62%1.40%3.34%Q4 2016Q1 202014
Fisher Asset Management, LLC 510.00%0.00%0.00%Q2 2015Q3 202314
HALBERT HARGROVE GLOBAL ADVISORS, LLC 14140.02%0.03%0.03%Q2 2020Q3 202314
Paradigm Financial Partners, LLC 14140.25%0.70%1.54%Q2 2020Q3 202314
Blackhawk Capital Partners LLC. 520.16%2.05%4.35%Q4 2017Q3 202314
Cedar Wealth Management, LLC 14140.00%0.02%0.06%Q2 2020Q3 202314
DENVER INVESTMENT ADVISORS LLC 14140.01%0.04%0.07%Q4 2014Q1 201814
Delphi Private Advisors LLC 959.91%15.64%24.92%Q4 2015Q2 201914
TIEMANN INVESTMENT ADVISORS, LLC 710.10%0.15%0.35%Q4 2013Q3 202314
COZAD ASSET MANAGEMENT INC 14140.11%0.14%0.18%Q2 2020Q3 202314
Strategic Wealth Partners, Ltd. 860.00%0.08%0.18%Q4 2017Q4 202214
Single Point Partners, LLC 710.12%0.19%0.25%Q4 2019Q3 202314
SHINE INVESTMENT ADVISORY SERVICES INC 14140.18%0.58%1.07%Q2 2017Q3 202014
FRANKLIN RESOURCES INC 14140.00%0.01%0.07%Q2 2020Q3 202314
LAZARD ASSET MANAGEMENT LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
PRIVATE ASSET MANAGEMENT INC 14140.04%0.06%0.06%Q2 2020Q3 202314
AMG National Trust Bank 14140.02%0.03%0.03%Q2 2020Q3 202314
Brio Consultants, LLC 1310.05%1.46%2.61%Q1 2019Q3 202314
Southern Wealth Management, LLP 14140.07%0.41%0.69%Q4 2019Q1 202314
Horst & Graben Wealth Management LLC 14140.08%0.09%0.10%Q2 2020Q3 202314
Sowell Financial Services LLC 720.01%0.08%0.46%Q4 2018Q3 202314
GREAT VALLEY ADVISOR GROUP, INC. 14140.02%0.04%0.06%Q2 2020Q3 202314
Heartwood Wealth Advisors LLC 810.03%0.05%0.08%Q4 2019Q3 202314
Continuum Advisory, LLC 1040.10%0.15%0.21%Q2 2019Q3 202314
Selective Wealth Management, Inc. 1310.00%0.03%0.26%Q3 2018Q3 202214
PARK AVENUE SECURITIES LLC 1310.00%0.01%0.02%Q3 2019Q3 202314
Stratos Wealth Advisors, LLC 1310.02%0.08%0.28%Q1 2020Q3 202314
MADDEN SECURITIES Corp 1310.56%2.22%3.34%Q4 2019Q2 202314
Confluence Wealth Management LLC 1220.12%0.35%1.16%Q3 2015Q2 202014
NOMURA ASSET MANAGEMENT CO LTD 860.00%0.01%0.02%Q3 2018Q3 202314
Wealth CMT 760.19%0.68%2.80%Q4 2019Q1 202313
PACES FERRY WEALTH ADVISORS, LLC 13130.97%1.81%2.68%Q3 2020Q3 202313
YHB Investment Advisors, Inc. 13130.08%0.10%0.14%Q3 2020Q3 202313
FINANCIAL LIFE ADVISORS 13130.10%0.11%0.12%Q3 2020Q3 202313
TimeScale Financial, Inc. 910.00%0.01%0.03%Q2 2019Q2 202313
Jackson Creek Investment Advisors LLC 13130.72%0.88%0.98%Q3 2020Q3 202313
Cerity Partners LLC 1210.03%0.15%1.13%Q4 2018Q3 202313
Laird Norton Wetherby Wealth Management, LLC 13130.06%0.07%0.08%Q2 2014Q2 201713
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 820.01%0.10%0.35%Q4 2015Q4 201913
Newfound Research LLC 13130.01%0.01%0.02%Q4 2015Q4 201813
BALASA DINVERNO & FOLTZ LLC 13130.02%0.03%0.04%Q3 2019Q3 202213
CYPRESS CAPITAL MANAGEMENT LLC 13130.14%0.16%0.20%Q3 2019Q3 202213
COLTON GROOME FINANCIAL ADVISORS, LLC 13130.12%1.81%3.73%Q3 2019Q3 202213
Integrated Wealth Concepts LLC 13130.62%0.92%1.47%Q3 2020Q3 202313
Schwab Charitable Fund 940.02%0.09%0.17%Q3 2019Q1 202313
Strategic Financial Services, Inc, 760.33%0.91%1.12%Q3 2016Q4 201913
Walkner Condon Financial Advisors LLC 13130.48%0.89%1.79%Q3 2020Q3 202313
First Allied Advisory Services, Inc. 1010.00%0.19%0.37%Q4 2015Q3 202013
Wealthspire Advisors, LLC 1210.81%1.02%1.63%Q1 2020Q3 202313
Valmark Advisers, Inc. 13130.03%0.05%0.07%Q3 2020Q3 202313
CENTAURUS FINANCIAL, INC. 1210.01%0.03%0.06%Q2 2018Q3 202313
Clarity Wealth Advisors, LLC 1120.12%0.17%0.26%Q4 2019Q3 202313
Silicon Hills Wealth Management, LLC 13130.18%0.46%0.70%Q4 2019Q4 202213
Altium Wealth Management LLC 940.06%0.13%0.34%Q4 2017Q2 202213
Jefferies Group LLC 910.00%0.01%0.02%Q4 2015Q3 202213
Geller Advisors LLC 850.05%0.13%0.20%Q2 2020Q3 202313
Maryland Capital Management 910.03%0.05%0.06%Q4 2017Q3 202213
FIRST MANHATTAN CO. LLC. 1210.00%0.00%0.00%Q1 2017Q3 202313
United Asset Strategies, Inc. 620.03%0.18%0.34%Q4 2016Q3 202313
TFC Financial Management, Inc. 13130.01%0.01%0.02%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.04%0.20%Q3 2020Q3 202313
SRS Capital Advisors, Inc. 810.00%0.00%0.01%Q1 2020Q3 202313
RETIREMENT INCOME SOLUTIONS, INC 12120.07%0.08%0.09%Q4 2020Q3 202312
UBS ASSET MANAGEMENT AMERICAS INC 12120.00%0.01%0.02%Q4 2016Q3 201912
OUTFITTER FINANCIAL LLC 12120.35%0.93%1.43%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12121.59%2.27%2.82%Q4 2020Q3 202312
Hochman Cole Investment Advisors, Inc. 12120.15%0.17%0.22%Q4 2018Q3 202112
InterOcean Capital Group, LLC 12120.16%0.19%0.23%Q4 2020Q3 202312
BEAM WEALTH ADVISORS, INC. 12120.22%0.32%0.47%Q4 2020Q3 202312
Smith Anglin Financial, LLC 12120.37%1.38%6.05%Q4 2020Q3 202312
Grant/GrossMendelsohn, LLC 12120.25%0.57%1.01%Q4 2020Q3 202312
Clear Creek Financial Management, LLC 1010.21%0.28%0.38%Q2 2020Q3 202312
FINANCIAL MANAGEMENT NETWORK INC 12120.14%0.20%0.24%Q4 2020Q3 202312
Northeast Financial Group, Inc. 121212.93%16.91%21.58%Q4 2020Q3 202312
AT Bancorp 12120.36%13.50%19.18%Q2 2016Q1 201912
DHJJ Financial Advisors, Ltd. 12120.25%0.27%0.29%Q4 2020Q3 202312
Radnor Financial Advisors, LLC 12120.92%1.28%1.62%Q4 2019Q3 202212
THOROUGHBRED FINANCIAL SERVICES, LLC 12120.06%0.17%0.30%Q4 2020Q3 202312
Harbor Group, Inc. 12122.98%3.81%4.92%Q4 2020Q3 202312
Curi Wealth Management, LLC 12127.07%11.37%19.00%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.18%0.25%0.35%Q4 2020Q3 202312
CAMBRIDGE TRUST CO 12120.01%0.01%0.01%Q4 2020Q3 202312
Oakwell Private Wealth Management, LLC 12122.49%3.32%4.74%Q4 2020Q3 202312
TrueWealth Advisors, LLC 12120.16%0.23%0.38%Q4 2020Q3 202312
Capital Wealth Planning, LLC 510.00%0.04%0.12%Q2 2019Q3 202312
Beaumont Financial Partners, LLC 12120.03%0.16%0.26%Q4 2019Q3 202212
Cetera Investment Advisers 12120.00%0.04%0.09%Q4 2020Q3 202312
KAVAR CAPITAL PARTNERS GROUP, LLC 12124.06%4.77%5.20%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.02%0.04%0.09%Q4 2020Q3 202312
HARBOUR INVESTMENT MANAGEMENT LLC 12120.12%0.14%0.16%Q4 2020Q3 202312
Flagship Private Wealth, LLC 12120.28%0.30%0.31%Q4 2020Q3 202312
Laidlaw Wealth Management LLC 750.40%0.62%0.82%Q4 2019Q2 202312
VAN STRUM & TOWNE INC. 12120.24%0.69%1.22%Q4 2020Q3 202312
Foster Group, Inc. 12120.04%0.07%0.09%Q4 2020Q3 202312
Brookstone Capital Management 1020.01%0.04%0.06%Q2 2015Q3 202312
Mariner Wealth Advisors-Cincinnati, LLC 12122.10%3.10%3.95%Q4 2015Q3 201812
Fiduciary Trust Co International of Pennsylvania 12120.01%0.08%0.48%Q2 2017Q1 202012
Veery Capital, LLC 121211.48%12.09%12.90%Q4 2020Q3 202312
DEUTSCHE BANK AG\ 710.00%0.00%0.00%Q1 2018Q4 202212
Legend Financial Advisors, Inc. 750.08%1.02%3.41%Q4 2018Q3 202312
PRINCIPAL FINANCIAL GROUP INC 750.00%0.00%0.00%Q4 2018Q3 202312
Csenge Advisory Group 1110.02%0.36%0.68%Q3 2018Q3 202312
Family Management Corp 12120.28%0.45%0.73%Q4 2020Q3 202312
Freestone Capital Holdings, LLC 1020.00%0.04%0.10%Q3 2020Q3 202312
SOL Capital Management CO 12120.09%0.11%0.14%Q1 2015Q4 201712
Berger Financial Group, Inc 12123.20%4.24%4.91%Q4 2020Q3 202312
COLLECTIVE FAMILY OFFICE LLC 12120.11%0.29%0.63%Q4 2020Q3 202312
CFO4Life Group, LLC 610.04%0.10%0.23%Q3 2019Q3 202312
SevenBridge Financial Group, LLC 1110.07%0.25%0.34%Q2 2019Q3 202312
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q2 2016Q1 202312
Game Plan Financial Advisors, LLC 1020.99%1.27%1.67%Q4 2019Q4 202212
HL FINANCIAL SERVICES LLC 12120.01%0.01%0.01%Q2 2013Q1 201612
AllSquare Wealth Management LLC 750.00%0.09%0.24%Q4 2014Q2 201912
Everhart Financial Group, Inc. 12120.43%0.64%0.92%Q4 2020Q3 202312
DeGreen Capital Management LLC 12121.52%4.65%10.29%Q4 2018Q3 202112
Goepper Burkhardt LLC 12120.20%0.21%0.27%Q4 2020Q3 202312
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 12127.64%8.55%10.17%Q4 2020Q3 202312
Capital Asset Advisory Services LLC 12120.00%0.01%0.01%Q4 2019Q3 202212
WEST PACES ADVISORS INC. 1010.03%0.08%0.21%Q4 2016Q3 202312
Robbins Farley 12120.10%0.14%0.22%Q4 2020Q3 202312
Venture Visionary Partners LLC 12120.06%0.11%0.32%Q4 2020Q3 202312
Litman Gregory Wealth Management LLC 910.03%0.04%0.05%Q4 2019Q3 202312
ORSER CAPITAL MANAGEMENT, LLC 12120.25%0.34%0.55%Q3 2019Q2 202212
Tranquility Partners, LLC 12120.13%0.16%0.20%Q3 2020Q2 202312
Berkshire Money Management, Inc. 840.07%0.09%0.11%Q3 2018Q4 202212
Praetorian Wealth Management, Inc. 660.19%0.21%0.24%Q2 2020Q3 202312
Destiny Wealth Partners, LLC 12120.09%0.24%0.33%Q4 2020Q3 202312
HM PAYSON & CO 1110.00%0.00%0.01%Q3 2019Q3 202312
PATTEN & PATTEN INC/TN 810.02%0.03%0.03%Q3 2016Q3 202312
Gateway Advisory, LLC 830.05%0.07%0.10%Q3 2019Q2 202211
Loveless Wealth Management LLC 11110.23%0.42%0.61%Q4 2019Q2 202211
WealthShield Partners, LLC 740.00%0.20%0.29%Q3 2020Q3 202311
FIFTH THIRD SECURITIES, INC. 610.11%0.50%2.25%Q3 2017Q3 202311
Cornerstone Wealth Advisors, Inc. 11111.99%2.79%4.05%Q1 2021Q3 202311
NewEdge Advisors, LLC 11110.01%0.02%0.03%Q1 2021Q3 202311
1900 WEALTH MANAGEMENT LLC 11110.05%0.18%0.26%Q1 2021Q3 202311
HOEY INVESTMENTS, INC 11110.01%0.02%0.03%Q4 2019Q2 202211
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 920.08%0.16%0.30%Q3 2020Q3 202311
Diversified, LLC 830.37%7.93%22.40%Q4 2020Q3 202311
WADE G W & INC 11110.01%0.06%0.12%Q1 2021Q3 202311
BADGLEY PHELPS & BELL INC 1010.02%0.03%0.04%Q1 2016Q2 202111
Zhang Financial LLC 11110.07%0.23%0.42%Q1 2021Q3 202311
Bishop & Co Investment Management, LLC 740.20%0.25%0.33%Q4 2015Q3 201911
Marquette Asset Management, LLC 740.00%0.00%0.00%Q1 2019Q3 202211
INVESTMENT SECURITY GROUP INC /CO/ /ADV 111134.69%39.57%47.07%Q1 2019Q3 202111
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
GOFEN & GLOSSBERG LLC /IL/ 920.01%0.01%0.01%Q3 2019Q4 202211
RHS Financial, LLC 11110.86%1.65%2.29%Q1 2021Q3 202311
FIRST HAWAIIAN BANK 11110.02%0.08%0.14%Q3 2018Q1 202111
ADVISORS MANAGEMENT GROUP INC /ADV 11110.31%0.49%0.61%Q1 2021Q3 202311
LOGAN CAPITAL MANAGEMENT INC 11110.00%0.00%0.00%Q1 2021Q3 202311
Spire Wealth Management 11110.01%0.08%0.24%Q1 2021Q3 202311
AMERICAN INTERNATIONAL GROUP, INC. 11110.00%0.00%0.01%Q3 2013Q1 201611
MBA Advisors LLC 11112.11%3.07%3.68%Q1 2021Q3 202311
DB Wealth Management Group, LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
LifePlan Financial Group, Inc 11110.04%0.05%0.07%Q1 2018Q3 202011
BB&T SECURITIES, LLC 11110.01%0.17%0.40%Q1 2017Q3 201911
Facet Wealth, Inc. 11110.04%0.05%0.08%Q1 2021Q3 202311
PROFFITT & GOODSON INC 11110.03%0.03%0.03%Q2 2020Q4 202211
BANK HAPOALIM BM 11111.09%2.25%3.25%Q1 2021Q3 202311
Independence Advisors, LLC 11110.06%0.07%0.08%Q1 2018Q3 202011
MATHER GROUP, LLC. 1010.01%0.01%0.01%Q4 2020Q3 202311
Cedar Mountain Advisors, LLC 11110.00%0.00%0.00%Q1 2020Q3 202211
Orion Portfolio Solutions, LLC 830.00%0.09%0.30%Q4 2019Q3 202311
True North Advisors, LLC 620.09%0.30%0.71%Q2 2020Q3 202311
Arcus Capital Partners, LLC 910.04%0.90%1.85%Q4 2017Q4 202211
Patten Group, Inc. 11110.00%0.02%0.05%Q2 2016Q4 201811
Disciplined Investments, LLC 11110.01%0.02%0.02%Q4 2019Q2 202211
GSB Wealth Management, LLC 11110.11%0.91%1.79%Q1 2021Q3 202311
WestHill Financial Advisors, Inc. 920.14%0.15%0.16%Q4 2020Q3 202311
Elm Partners Management LLC 1010.01%0.01%0.01%Q1 2019Q1 202211
TRUEWEALTH LLC 11110.22%0.25%0.29%Q4 2017Q2 202011
First Capital Advisors Group, LLC. 520.00%0.10%0.18%Q1 2017Q2 202311
Opus Capital Group, LLC 830.04%0.57%0.99%Q2 2020Q3 202311
FORVIS Wealth Advisors, LLC 10100.01%0.01%0.03%Q2 2021Q3 202310
Koss-Olinger Consulting, LLC 101014.24%20.45%24.79%Q1 2021Q2 202310
Bellwether Advisors, LLC 10100.00%0.00%0.00%Q4 2020Q1 202310
Aberdeen Wealth Management LLC 820.01%0.01%0.01%Q4 2020Q3 202310
Horan Securities, Inc. 730.01%0.02%0.06%Q4 2020Q2 202310
TWO SIGMA SECURITIES, LLC 410.00%0.05%0.24%Q2 2017Q2 202310
MBL Wealth, LLC 710.43%0.79%0.98%Q4 2020Q3 202310
MOTIVE WEALTH ADVISORS 10100.28%0.32%0.42%Q2 2021Q3 202310
LINCOLN CAPITAL CORP 10101.27%2.47%6.95%Q3 2017Q4 201910
SG Americas Securities, LLC 410.00%0.01%0.06%Q2 2013Q3 201810
HARBOUR INVESTMENTS, INC. 640.01%1.00%1.64%Q1 2021Q3 202310
Hexagon Capital Partners LLC 10100.00%0.03%0.06%Q2 2021Q3 202310
Hanson & Doremus Investment Management 730.00%0.00%0.01%Q2 2018Q3 202310
Robertson Stephens Wealth Management, LLC 910.02%0.04%0.06%Q3 2020Q1 202310
MBE Wealth Management, LLC 610.12%0.13%0.14%Q1 2020Q3 202310
RGT Wealth Advisors, LLC 730.06%0.27%0.44%Q3 2016Q1 202110
Gemmer Asset Management LLC 910.00%0.01%0.03%Q3 2018Q1 202210
National Mutual Insurance Federation of Agricultural Cooperatives 10100.10%1.66%6.60%Q2 2019Q3 202110
Focused Wealth Management, Inc 10100.00%0.00%0.00%Q3 2020Q4 202210
Sheaff Brock Investment Advisors, LLC 10100.04%0.05%0.06%Q2 2021Q3 202310
Mechanics Bank Trust Department 10100.04%0.07%0.09%Q1 2021Q2 202310
LifeSteps Financial, Inc. 910.20%0.23%0.26%Q4 2019Q2 202210
ACAS, LLC 640.37%0.45%0.50%Q1 2021Q3 202310
Plancorp, LLC 10100.02%0.09%0.12%Q2 2021Q3 202310
NOTTINGHAM ADVISORS, INC. 640.04%1.07%2.58%Q3 2014Q3 202310
Renaissance Technologies 410.00%0.00%0.00%Q2 2018Q2 202310
Capital Planning LLC 640.93%2.35%3.67%Q4 2020Q3 202310
ASSOCIATED BANC-CORP 10100.01%0.01%0.01%Q2 2021Q3 202310
Qube Research & Technologies Ltd 820.00%0.00%0.01%Q4 2020Q3 202310
J. L. Bainbridge & Co., Inc. 730.02%0.04%0.08%Q3 2018Q3 202110
Sage Financial Management Group, Inc. 619.01%17.76%23.55%Q4 2020Q3 202310
HC FINANCIAL ADVISORS INC 10100.04%0.06%0.10%Q1 2020Q2 202210
Realta Investment Advisors 620.00%0.09%0.17%Q2 2019Q3 202310
Arbor Wealth Management, LLC 10100.18%0.25%0.33%Q4 2015Q1 201810
GPS Wealth Strategies Group, LLC 730.00%0.02%0.03%Q1 2021Q3 202310
FIRST MERCANTILE TRUST CO 10108.88%11.03%13.00%Q2 2019Q3 202110
Choate Investment Advisors 10100.00%0.00%0.00%Q2 2021Q3 202310
ENTERPRISE FINANCIAL SERVICES CORP 10100.01%0.01%0.01%Q1 2019Q2 202110
SVB WEALTH LLC 550.00%0.02%0.06%Q1 2021Q3 202310
Shoker Investment Counsel, Inc. 10100.15%0.18%0.21%Q2 2017Q3 201910
361 CAPITAL LLC 910.14%0.35%0.78%Q2 2017Q2 202010
EPG Wealth Management LLC 520.00%0.00%0.00%Q4 2019Q3 202310
Ten Capital Wealth Advisors, LLC 10100.00%0.02%0.08%Q1 2021Q2 202310
MID CONTINENT CAPITAL LLC/IL 10100.02%0.03%0.04%Q2 2013Q3 201510
Marietta Wealth Management, LLC 910.13%0.20%0.26%Q4 2016Q3 201910
GRIES FINANCIAL LLC 640.08%0.13%0.21%Q1 2021Q3 202310
UMB Bank, n.a. 10100.00%0.00%0.01%Q2 2021Q3 202310
CERTUITY, LLC 10100.03%0.12%0.20%Q2 2021Q3 202310
Crewe Advisors LLC 10100.10%0.12%0.14%Q2 2021Q3 202310
Sound Income Strategies, LLC 710.00%0.01%0.02%Q2 2019Q3 202310
Livingston Group Asset Management CO (operating as Southport Capital Management) 10100.34%0.45%0.64%Q4 2019Q1 202210
BEACON INVESTMENT ADVISORY SERVICES, INC. 10100.02%0.02%0.03%Q2 2021Q3 202310
Friedenthal Financial 520.20%0.27%0.32%Q3 2017Q4 202110
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
Adams Chetwood Wealth Management LLC 101012.12%18.08%21.65%Q4 2019Q1 202210
Betterment LLC 10100.00%0.02%0.03%Q2 2021Q3 202310
Spotlight Asset Group, Inc. 820.12%0.14%0.17%Q4 2019Q3 202310
SII INVESTMENTS INC/WI 10100.03%0.57%0.79%Q3 2015Q4 201710
Proficio Capital Partners LLC 990.02%0.03%0.04%Q1 2016Q1 20189
Rice Partnership, LLC 630.01%0.03%0.04%Q2 2021Q3 20239
WEALTHFRONT Corp 540.00%0.00%0.01%Q4 2014Q3 20189
Stearns Financial Services Group 990.01%0.02%0.08%Q3 2018Q3 20209
FLOW TRADERS U.S. LLC 210.00%0.06%0.11%Q2 2014Q2 20239
Grove Bank & Trust 540.04%0.05%0.06%Q2 2021Q3 20239
Regent Investment Management LLC 990.06%0.07%0.08%Q4 2020Q4 20229
MOLLER WEALTH PARTNERS 810.09%0.12%0.19%Q4 2015Q1 20189
WASHINGTON TRUST BANK 990.01%0.02%0.03%Q1 2014Q1 20169
Strategic Blueprint, LLC 810.02%0.03%0.05%Q2 2021Q3 20239
Procyon Advisors, LLC 630.02%0.63%1.19%Q4 2019Q3 20239
Integrated Wealth Management 990.06%0.15%0.24%Q1 2015Q1 20179
RFG Advisory, LLC 630.04%0.11%0.20%Q1 2020Q3 20239
Claro Advisors LLC 990.11%0.17%0.26%Q3 2021Q3 20239
Tuttle Capital Management, LLC 990.12%2.14%4.66%Q3 2014Q3 20169
FIDELIS iM, LLC 999.64%11.95%14.20%Q3 2021Q3 20239
Badgley Phelps Wealth Managers, LLC 990.04%0.04%0.04%Q3 2021Q3 20239
Pacifica Partners Inc. 990.00%0.01%0.02%Q4 2021Q4 20239
Sullivan, Bruyette, Speros & Blaney, LLC 810.01%0.01%0.02%Q3 2018Q1 20219
Sand Hill Global Advisors, LLC 990.14%0.16%0.19%Q3 2021Q3 20239
Kozak & Associates, Inc. 990.00%0.00%0.01%Q3 2021Q3 20239
Vantage Investment Advisors, LLC 990.00%0.01%0.01%Q4 2013Q4 20159
KILEY JUERGENS WEALTH MANAGEMENT, LLC 610.06%0.20%0.26%Q4 2017Q3 20239
Balentine LLC 510.00%0.00%0.00%Q1 2019Q3 20239
Clark Capital Management Group, Inc. 520.00%0.01%0.02%Q1 2019Q4 20229
Analyst IMS Investment Management Services Ltd. 510.01%0.02%0.03%Q3 2018Q3 20239
NEXT Financial Group, Inc 610.00%0.01%0.01%Q1 2015Q4 20219
U.S. Capital Wealth Advisors, LLC 990.07%0.15%0.24%Q3 2021Q3 20239
CHATHAM CAPITAL GROUP, INC. 540.04%0.13%0.24%Q4 2020Q3 20239
Tatro Capital, LLC 810.90%1.08%1.46%Q4 2019Q1 20229
Newbridge Financial Services Group, Inc. 990.02%0.03%0.03%Q3 2021Q3 20239
HARVEST GROUP WEALTH MANAGEMENT, LLC 990.00%0.17%0.34%Q4 2017Q4 20199
Independent Wealth Network Inc. 990.21%0.28%0.32%Q3 2021Q3 20239
StoneX Group Inc. 610.04%0.16%0.57%Q3 2017Q4 20219
Essex LLC 991.69%2.05%2.74%Q3 2021Q3 20239
Global Strategic Investment Solutions, LLC 990.33%0.47%0.83%Q4 2018Q4 20209
Tenret Co LLC 990.82%0.90%0.98%Q2 2021Q2 20239
Halpern Financial, Inc. 990.01%0.02%0.02%Q3 2021Q3 20239
Stillwater Investment Management, LLC 720.06%0.06%0.06%Q4 2020Q1 20239
VSR Financial Services, Inc. 990.19%0.28%0.39%Q1 2014Q1 20169
McAlister, Sweet & Associates, Inc. 990.17%1.02%6.45%Q4 2021Q4 20239
Equitable Holdings, Inc. 810.01%0.09%0.11%Q4 2019Q3 20239
Baird Financial Group, Inc. 610.00%0.00%0.00%Q2 2015Q3 20239
Newman & Schimel, LLC 990.45%1.55%2.67%Q4 2020Q4 20229
CGN Advisors LLC 990.07%0.12%0.20%Q4 2021Q4 20239
Future Financial Wealth Managment LLC 720.19%0.29%0.51%Q4 2020Q2 20239
Intrua Financial, LLC 990.05%0.08%0.10%Q1 2021Q1 20239
Trexquant Investment LP 310.01%0.04%0.15%Q4 2019Q2 20239
Thrive Wealth Management, LLC 880.13%0.15%0.22%Q4 2021Q3 20238
Missouri Trust & Investment Co 881.58%2.07%2.41%Q4 2021Q3 20238
McCutchen Group LLC 880.04%0.05%0.05%Q3 2020Q2 20228
Hutchens & Kramer Investment Management Group, LLC 883.26%3.61%3.90%Q4 2021Q3 20238
OLD MISSION CAPITAL LLC 210.02%0.11%0.60%Q3 2019Q2 20238
ASPIRIANT HOLDINGS S3, LLC 883.04%5.78%9.75%Q1 2014Q4 20158
Essex Savings Bank 410.02%0.08%0.12%Q4 2018Q3 20238
Powers Advisory Group, LLC 8812.60%13.25%13.76%Q4 2021Q3 20238
Consilium Wealth Advisory, LLC 884.00%6.06%9.11%Q4 2021Q3 20238
Security Financial Services, INC. 880.15%0.22%0.37%Q4 2021Q3 20238
Virtu Financial LLC 210.01%0.04%0.07%Q3 2014Q1 20198
Revolve Wealth Partners, LLC 882.07%5.94%8.32%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Stone Point Wealth LLC 880.22%0.35%0.45%Q4 2021Q3 20238
WASHINGTON TRUST Co 710.00%0.00%0.00%Q1 2020Q3 20238
American Trust 882.38%4.71%6.73%Q4 2021Q3 20238
SHELTON WEALTH MANAGEMENT, LLC 885.65%5.98%6.46%Q4 2021Q3 20238
GoalVest Advisory LLC 410.00%0.10%0.31%Q4 2020Q4 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.17%0.42%0.54%Q4 2021Q3 20238
Capasso Planning Partners LLC 880.20%0.38%0.51%Q4 2021Q3 20238
Gilman Hill Asset Management, LLC 880.05%0.11%0.16%Q4 2021Q3 20238
Guardian Wealth Management, Inc. 880.05%0.06%0.07%Q4 2021Q3 20238
Bell Investment Advisors, Inc 622.94%3.28%3.84%Q3 2021Q3 20238
Orcam Financial Group 880.92%0.99%1.07%Q4 2021Q3 20238
Callan Capital, LLC 880.07%0.11%0.15%Q4 2021Q3 20238
Resurgent Financial Advisors LLC 880.19%0.26%0.36%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.05%0.06%0.08%Q4 2021Q3 20238
Gladstone Institutional Advisory LLC 880.05%0.15%0.41%Q4 2021Q3 20238
Kathleen S. Wright Associates Inc. 880.01%0.04%0.05%Q4 2021Q3 20238
Level Financial Advisors 880.04%0.07%0.11%Q4 2021Q3 20238
Timber Hill LLC 880.00%0.00%0.01%Q2 2013Q1 20158
Rainsberger Wealth Advisors, Inc. 881.03%1.11%1.20%Q4 2021Q3 20238
Lloyd Advisory Services, LLC. 880.35%2.30%5.32%Q1 2021Q4 20228
JNBA Financial Advisors 510.00%0.03%0.12%Q3 2016Q2 20238
Accel Wealth Management 880.02%0.05%0.06%Q2 2021Q1 20238
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 880.92%1.29%1.73%Q4 2017Q3 20198
Barden Capital Management, Inc. 885.26%6.04%6.46%Q4 2021Q3 20238
LEO BROKERAGE, LLC 420.03%0.06%0.08%Q4 2020Q2 20238
MORRIS FINANCIAL CONCEPTS, INC. 8812.84%14.12%15.97%Q4 2021Q3 20238
AHL INVESTMENT MANAGEMENT, INC. 880.29%0.32%0.36%Q4 2021Q3 20238
PINNACLE FINANCIAL PARTNERS INC 880.00%0.00%0.00%Q4 2021Q3 20238
RE Dickinson Investment Advisors, LLC 880.23%0.96%2.33%Q4 2021Q3 20238
Aspire Wealth Management Corp 880.27%0.62%0.96%Q4 2021Q3 20238
TILIA FIDUCIARY PARTNERS, INC. 880.47%0.50%0.60%Q4 2021Q3 20238
Heritage Investment Group, Inc. 880.18%0.31%0.57%Q4 2021Q3 20238
Red Tortoise LLC 442.55%3.27%3.94%Q3 2021Q3 20238
Compass Advisory Group LLC 886.39%7.84%8.51%Q4 2021Q3 20238
Blooom, Inc. 880.51%0.68%1.03%Q4 2020Q3 20228
EverSource Wealth Advisors, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
Filbrandt Wealth Management, LLC 8821.22%25.41%28.06%Q4 2019Q3 20218
Avant Capital LLC 881.24%1.30%1.40%Q4 2021Q3 20238
Fortress Wealth Management, Inc. 880.17%0.22%0.30%Q4 2021Q3 20238
Secrest Blakey & Associates, LLC 880.39%0.45%0.54%Q4 2017Q3 20198
Fortitude Advisory Group L.L.C. 880.61%0.80%1.01%Q4 2021Q3 20238
Advisory Services & Investments, LLC 880.18%0.25%0.49%Q3 2021Q2 20238
Pillar Wealth Advisors, LLC 8815.46%17.44%20.77%Q4 2021Q3 20238
Watermark Asset Management, Inc. 881.86%2.24%2.55%Q1 2017Q4 20188
DRAVO BAY LLC 8817.66%18.43%19.44%Q4 2021Q3 20238
Von Berge Wealth Management Group, LLC 880.22%0.22%0.23%Q4 2021Q3 20238
Morling Financial Advisors, LLC 888.14%9.53%12.25%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.51%0.69%0.86%Q4 2021Q3 20238
Keystone Wealth Services, LLC 880.23%0.32%0.57%Q4 2021Q3 20238
Professional Financial Advisors, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
G2 CAPITAL MANAGEMENT, LLC / OH 882.76%3.46%3.86%Q4 2021Q3 20238
Evolution Advisers, Inc. 880.00%0.52%0.86%Q4 2021Q3 20238
RETIREMENT GUYS FORMULA LLC 880.28%0.44%0.66%Q4 2021Q3 20238
Riverview Capital Advisers, LLC 880.12%0.13%0.15%Q4 2021Q3 20238
CREATIVE FINANCIAL DESIGNS INC /ADV 880.01%0.05%0.13%Q4 2021Q3 20238
ETF Store, Inc. 883.49%3.79%4.03%Q4 2021Q3 20238
DFPG INVESTMENTS, LLC 880.10%0.32%0.51%Q2 2021Q1 20238
Kavar Capital Partners, LLC 882.14%3.99%5.02%Q4 2018Q3 20208
FRONTIER INVESTMENT MGMT CO 710.03%0.04%0.06%Q2 2017Q2 20208
GPWM LLC 880.01%0.02%0.04%Q4 2021Q3 20238
Ascent Group, LLC 880.06%0.06%0.08%Q4 2021Q3 20238
Kolinsky Wealth Management, LLC 8821.96%22.99%23.93%Q4 2021Q3 20238
HILL ISLAND FINANCIAL LLC 880.38%0.53%0.63%Q4 2021Q3 20238
Lindbrook Capital, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
Vise Technologies, Inc. 880.05%1.10%1.41%Q4 2021Q3 20238
DELTA ASSET MANAGEMENT LLC/TN 440.00%0.00%0.00%Q1 2021Q3 20238
Ellevest, Inc. 710.00%0.00%0.01%Q4 2018Q1 20238
Scarborough Advisors, LLC 8811.67%15.59%19.25%Q4 2021Q3 20238
FourThought Financial, LLC 880.01%0.01%0.01%Q4 2020Q3 20228
RMB Capital Management, LLC 510.01%0.02%0.04%Q4 2017Q1 20208
Sage Mountain Advisors LLC 880.54%0.65%0.86%Q4 2021Q3 20238
Wealthquest Corp 530.04%0.20%0.36%Q4 2018Q4 20208
MAYPORT, LLC 880.24%0.28%0.36%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 881.31%2.63%6.45%Q4 2021Q3 20238
APPROPRIATE BALANCE FINANCIAL SERVICES INC. 880.56%1.01%1.58%Q4 2015Q3 20178
RTD Financial Advisors, Inc. 881.04%1.11%1.18%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 880.01%0.04%0.14%Q4 2021Q3 20238
HB Wealth Management, LLC 880.43%0.82%0.99%Q4 2021Q3 20238
LYELL WEALTH MANAGEMENT, LP 880.09%0.10%0.10%Q4 2021Q3 20238
Cross Staff Investments Inc 881.29%1.39%1.48%Q4 2021Q3 20238
Lowe Wealth Advisors, LLC 880.03%0.05%0.09%Q1 2022Q4 20238
Ulland Investment Advisors, LLC 881.30%1.59%1.92%Q4 2021Q3 20238
Econ Financial Services Corp 310.99%2.48%3.73%Q4 2018Q3 20238
Center for Financial Planning, Inc. 620.00%0.00%0.01%Q4 2019Q2 20238
HM Capital Management, LLC 410.08%0.11%0.16%Q3 2018Q1 20228
EVOKE WEALTH, LLC 880.02%0.02%0.02%Q4 2021Q3 20238
Heritage Financial Services, LLC 880.07%0.15%0.30%Q4 2021Q3 20238
HAZLETT, BURT & WATSON, INC. 770.02%0.03%0.04%Q1 2022Q3 20237
Simplicity Solutions, LLC 320.03%0.10%0.36%Q4 2017Q3 20237
SteelPeak Wealth, LLC 610.01%0.02%0.05%Q4 2019Q1 20227
Johnson Financial Group, LLC 610.12%2.46%7.83%Q4 2018Q3 20237
BENNETT SELBY INVESTMENTS LP 520.12%0.14%0.16%Q1 2022Q4 20237
Liberty Capital Management, Inc. 610.01%0.02%0.10%Q3 2016Q4 20227
TOMPKINS FINANCIAL CORP 520.00%0.00%0.00%Q1 2020Q4 20237
Willow Creek Wealth Management Inc. 770.12%0.13%0.14%Q1 2018Q3 20197
BRADLEY FOSTER & SARGENT INC/CT 770.02%0.02%0.02%Q1 2022Q3 20237
V Wealth Advisors LLC 520.14%0.28%0.32%Q1 2019Q1 20217
Concord Wealth Partners 430.00%0.00%0.01%Q4 2021Q3 20237
Gratus Capital, LLC 410.03%0.43%2.79%Q1 2020Q3 20227
SJS Investment Consulting Inc. 520.01%0.01%0.01%Q4 2021Q3 20237
Austin Private Wealth, LLC 770.06%0.08%0.13%Q1 2022Q3 20237
Sonora Investment Management Group, LLC 610.02%0.04%0.07%Q4 2021Q3 20237
CUTLER INVESTMENT COUNSEL LLC 770.08%0.11%0.14%Q1 2022Q3 20237
Empirical Asset Management, LLC 430.21%0.23%0.25%Q4 2021Q3 20237
Truepoint, Inc. 610.02%0.23%0.40%Q4 2021Q3 20237
ADVISOR PARTNERS LLC 770.12%0.13%0.14%Q4 2020Q2 20227
Berman Capital Advisors, LLC 430.01%0.02%0.03%Q4 2018Q3 20217
Guardian Financial Partners, LLC 612.32%2.64%3.20%Q4 2021Q3 20237
KINGS POINT CAPITAL MANAGEMENT 610.00%0.00%0.01%Q2 2020Q1 20227
Dakota Wealth Management 770.04%0.09%0.11%Q1 2022Q3 20237
SOA Wealth Advisors, LLC. 770.00%0.00%0.00%Q1 2022Q3 20237
Investment Research & Advisory Group, Inc. 770.02%0.02%0.02%Q2 2020Q4 20217
CARDIFF PARK ADVISORS, LLC 770.03%0.04%0.04%Q4 2021Q2 20237
Certified Advisory Corp 610.01%0.02%0.03%Q1 2019Q1 20217
Flower City Capital 772.51%3.31%4.76%Q1 2022Q3 20237
Psagot Value Holdings Ltd. 770.01%0.01%0.01%Q3 2014Q1 20167
EVERGREEN CAPITAL MANAGEMENT LLC 520.01%0.02%0.02%Q1 2021Q3 20237
Baltimore-Washington Financial Advisors, Inc. 770.02%0.23%1.05%Q1 2022Q3 20237
BINGHAM OSBORN & SCARBOROUGH LLC 770.02%0.03%0.03%Q3 2013Q1 20157
WHITTIER TRUST CO 410.00%0.00%0.00%Q1 2019Q2 20227
Beacon Capital Management, LLC 770.04%0.04%0.05%Q1 2022Q3 20237
Edge Advisors, LLC 770.35%0.49%0.61%Q4 2016Q2 20187
RETIREMENT DESIGN & MANAGEMENT INC /ADV 770.20%0.26%0.42%Q4 2014Q2 20167
ELM ADVISORS, LLC 610.10%0.15%0.32%Q3 2018Q1 20227
Ameritas Investment Company, LLC 410.01%0.05%0.14%Q1 2019Q3 20217
BOURGEON CAPITAL MANAGEMENT LLC 770.00%0.00%0.00%Q1 2022Q3 20237
South Shore Capital Advisors 770.24%0.42%0.48%Q1 2021Q3 20227
MANUFACTURERS LIFE INSURANCE COMPANY, THE 610.00%0.00%0.00%Q4 2016Q3 20187
Parkside Advisors LLC 770.10%0.11%0.12%Q2 2022Q4 20237
BOKF, NA 310.00%0.00%0.01%Q3 2017Q3 20237
TRANSCEND CAPITAL ADVISORS, LLC 770.09%0.10%0.11%Q1 2022Q3 20237
Maple Capital Management, Inc. 410.03%0.05%0.06%Q2 2018Q2 20217
My Legacy Advisors, LLC 770.23%1.38%3.54%Q1 2022Q3 20237
Westshore Wealth, LLC 770.12%0.14%0.18%Q4 2021Q2 20237
Walker Financial Services, Inc. 770.62%0.74%0.84%Q1 2022Q3 20237
MCDONALD PARTNERS LLC 770.10%0.11%0.12%Q1 2022Q3 20237
FIRST BUSINESS FINANCIAL SERVICES, INC. 430.03%0.03%0.03%Q2 2021Q3 20237
Granite Bay Wealth Management, LLC 610.55%0.85%1.41%Q4 2021Q3 20237
All Season Financial Advisors, Inc. 770.52%0.59%0.67%Q3 2021Q1 20237
Alley Investment Management Company, LLC 770.17%0.18%0.20%Q1 2022Q3 20237
Raleigh Capital Management Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Athena Investment Management 7715.86%16.57%17.27%Q1 2022Q3 20237
PRUDENTIAL FINANCIAL INC 770.00%0.00%0.00%Q1 2022Q3 20237
Warwick Investment Management, Inc. 430.43%0.50%0.67%Q4 2021Q3 20237
Wakefield Asset Management LLLP 771.65%1.78%1.91%Q3 2018Q1 20207
Index Fund Advisors, Inc. 770.16%0.22%0.47%Q4 2021Q2 20237
EATON VANCE MANAGEMENT 770.00%0.00%0.00%Q1 2021Q3 20227
Safeguard Financial, LLC 770.23%0.60%1.39%Q1 2022Q3 20237
M&R CAPITAL MANAGEMENT INC 770.00%0.01%0.02%Q2 2022Q4 20237
J.W. COLE ADVISORS, INC. 770.02%0.03%0.04%Q1 2022Q3 20237
Jackson Wealth Management, LLC 770.42%1.16%1.44%Q2 2020Q4 20217
Maxim Capital Management LLC 772.29%2.46%2.62%Q4 2018Q2 20207
Rockbridge Investment Management, LCC 770.37%0.42%0.48%Q2 2020Q4 20217
MONEY CONCEPTS CAPITAL CORP 520.01%0.03%0.08%Q4 2020Q4 20227
Worth Asset Management, LLC 770.14%0.76%2.14%Q1 2022Q3 20237
IFC Holdings Incorporated/FL 770.03%0.04%0.06%Q2 2016Q4 20177
Atria Wealth Solutions, Inc. 770.02%0.05%0.10%Q1 2022Q3 20237
Waverly Advisors, LLC 510.00%0.07%0.09%Q4 2017Q3 20236
Kernodle & Katon Asset Management Group, LLC 666.82%10.50%17.29%Q4 2015Q1 20176
Pineno Levin & Ford Asset Management, Inc. 660.08%0.10%0.12%Q3 2020Q4 20216
Cornerstone Wealth Management, LLC 330.03%0.04%0.05%Q2 2018Q4 20196
Nachman Norwood & Parrott, Inc 510.03%0.04%0.04%Q4 2019Q2 20216
Summit Financial Wealth Advisors, LLC 660.07%0.07%0.08%Q1 2018Q2 20196
Palo Capital, Inc. 420.58%0.90%1.52%Q4 2014Q4 20186
Transamerica Financial Advisors, Inc. 660.69%0.84%1.26%Q2 2022Q3 20236
HERITAGE WEALTH MANAGEMENT, LLC 420.07%0.79%2.47%Q2 2021Q4 20226
Ritter Daniher Financial Advisory LLC / DE 660.35%0.44%0.62%Q2 2022Q3 20236
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.01%0.03%0.10%Q4 2020Q3 20236
HawsGoodwin Investment Management LLC 660.00%0.00%0.00%Q3 2020Q4 20216
FSM Wealth Advisors, LLC 660.36%0.42%0.57%Q2 2022Q3 20236
Intersect Capital LLC 660.06%0.06%0.07%Q4 2020Q1 20226
Sunbelt Securities, Inc. 310.01%0.15%0.77%Q4 2019Q3 20236
CM WEALTH ADVISORS LLC 660.10%0.22%0.29%Q2 2022Q3 20236
Key FInancial Inc 660.00%0.00%0.00%Q2 2022Q3 20236
Pinnacle Wealth Planning Services, Inc. 510.05%0.20%0.34%Q1 2019Q4 20206
SILVER OAK SECURITIES, INCORPORATED 660.04%0.07%0.09%Q2 2022Q3 20236
Linscomb & Williams, Inc. 420.01%0.01%0.01%Q3 2021Q3 20236
Fund Evaluation Group, LLC 420.02%1.63%4.94%Q2 2021Q3 20236
Ashford Advisors, LLC 668.90%9.63%10.27%Q2 2022Q3 20236
SOUTH TEXAS MONEY MANAGEMENT LTD 660.01%0.01%0.02%Q3 2016Q4 20176
Quadrant Capital Management, LLC 420.13%0.14%0.15%Q2 2018Q4 20196
Risk Paradigm Group, LLC 660.03%0.09%0.19%Q3 2015Q4 20166
Round Table Services, LLC 660.06%0.06%0.07%Q2 2021Q3 20226
RITTER DANIHER FINANCIAL ADVISORY LLC 660.73%0.80%0.89%Q4 2020Q1 20226
Connectus Wealth, LLC 660.08%0.09%0.10%Q2 2022Q3 20236
Freedman Financial Associates, Inc. 660.11%0.12%0.12%Q4 2020Q1 20226
City State Bank 660.00%0.01%0.01%Q1 2022Q2 20236
Capital Analysts, LLC 510.00%0.00%0.00%Q4 2020Q3 20236
ACIMA PRIVATE WEALTH, LLC 660.01%0.01%0.01%Q4 2020Q1 20226
Joule Financial, LLC 660.53%0.64%0.82%Q2 2022Q3 20236
MKT Advisors LLC 420.15%0.16%0.18%Q4 2021Q3 20236
MidWestOne Financial Group, Inc. 660.16%0.30%0.54%Q2 2019Q3 20206
Ciovacco Capital Management LLC 666.43%31.77%47.11%Q4 2020Q1 20226
CASTLE WEALTH MANAGEMENT LLC 665.66%6.25%6.69%Q2 2022Q3 20236
Legacy Financial Advisors, Inc. 660.03%0.03%0.04%Q4 2017Q1 20196
Fort Sheridan Advisors LLC 660.14%0.16%0.18%Q4 2019Q1 20216
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 660.52%0.80%0.99%Q2 2022Q3 20236
BT Wealth Management LLC 660.07%0.25%0.46%Q1 2021Q2 20226
Blue Trust, Inc. 660.01%0.01%0.01%Q2 2022Q3 20236
Gunma Bank,Ltd. 510.76%1.52%2.06%Q4 2020Q2 20226
Covington Capital Management 660.00%0.00%0.00%Q2 2021Q3 20226
CANTOR FITZGERALD, L. P. 660.26%0.57%0.74%Q2 2022Q3 20236
Seaside Wealth Management, Inc. 660.14%0.16%0.19%Q2 2022Q3 20236
Strategic Wealth Investment Group, LLC 660.05%0.26%1.14%Q1 2021Q2 20226
GPM Growth Investors, Inc. 660.63%0.75%1.03%Q2 2022Q3 20236
Acropolis Investment Management, LLC 660.02%0.03%0.05%Q2 2022Q3 20236
Lighthouse Financial Advisors, Inc. 6613.61%16.33%19.95%Q4 2019Q1 20216
Threshold Group LLC 662.63%2.90%3.12%Q2 2016Q3 20176
ARCADIA INVESTMENT MANAGEMENT CORP/MI 660.18%0.68%1.12%Q2 2017Q3 20186
Crosspoint Capital Strategies, LLC 660.02%0.18%0.36%Q2 2014Q3 20156
Asset Planning Services, Ltd. 660.02%0.02%0.02%Q2 2017Q3 20186
First Command Advisory Services, Inc. 210.00%0.00%0.00%Q2 2020Q3 20236
Wealth Architects, LLC 420.04%0.04%0.04%Q4 2021Q3 20236
Kathmere Capital Management, LLC 510.00%0.33%0.41%Q4 2020Q3 20236
ANCORA FAMILY WEALTH ADVISORS, LLC 552.01%2.10%2.22%Q3 2015Q3 20165
FC Advisory LLC 550.13%0.14%0.14%Q4 2022Q4 20235
Smith, Salley & Associates 550.03%0.04%0.07%Q3 2022Q3 20235
Beacon Pointe Wealth Advisors, LLC 550.26%0.33%0.38%Q4 2018Q4 20195
CITIZENS FINANCIAL GROUP INC/RI 410.00%0.01%0.02%Q4 2017Q4 20195
Mokosak Advisory Group, LLC 559.05%11.91%12.73%Q4 2017Q4 20185
Balboa Wealth Partners 550.09%0.10%0.12%Q3 2022Q3 20235
D. SCOTT NEAL, INC. 550.01%0.25%0.66%Q1 2017Q1 20185
Kistler-Tiffany Companies, LLC 550.02%0.23%0.39%Q2 2022Q2 20235
CBIZ Investment Advisory Services, LLC 550.01%0.01%0.01%Q4 2019Q4 20205
TORONTO DOMINION BANK 550.01%0.01%0.01%Q3 2022Q3 20235
Topel & Distasi Wealth Management, LLC 551.05%1.14%1.20%Q4 2021Q4 20225
TUCKER ASSET MANAGEMENT LLC 550.00%0.01%0.02%Q3 2022Q3 20235
Trek Financial, LLC 410.23%0.32%0.42%Q4 2018Q1 20205
FOUNDERS BANK & TRUST 550.01%0.01%0.01%Q4 2013Q4 20145
Intercontinental Wealth Advisors, LLC 550.07%0.09%0.10%Q2 2022Q2 20235
HCR Wealth Advisors 550.02%0.02%0.02%Q4 2019Q4 20205
CHOREO, LLC 310.01%0.83%1.47%Q2 2021Q3 20235
Winthrop Advisory Group LLC 550.49%0.58%0.62%Q3 2022Q3 20235
PATTON ALBERTSON MILLER GROUP, LLC 410.04%0.05%0.07%Q3 2018Q1 20225
FIDUCIARY TRUST CO 550.02%0.03%0.03%Q2 2022Q2 20235
KESTRA PRIVATE WEALTH SERVICES, LLC 550.01%0.02%0.02%Q3 2022Q3 20235
IFG Advisory, LLC 410.04%0.26%0.35%Q4 2020Q3 20235
Addison Advisors LLC 410.00%0.00%0.00%Q1 2022Q3 20235
Roof Eidam Maycock Peralta, LLC 550.18%0.20%0.22%Q3 2022Q3 20235
Stanford Investment Group, Inc. 550.29%0.31%0.33%Q4 2015Q4 20165
Ackerman Capital Advisors, LLC 550.00%0.10%0.23%Q4 2018Q4 20195
Strategic Asset Management, LLC 550.03%0.03%0.04%Q3 2021Q3 20225
Clearstead Trust, LLC 550.06%0.07%0.07%Q3 2022Q3 20235
Warther Private Wealth, LLC 550.19%0.37%0.47%Q2 2021Q2 20225
Affinity Capital Advisors, LLC 550.09%0.15%0.26%Q4 2019Q4 20205
Camelot Portfolios, LLC 210.09%0.13%0.16%Q1 2019Q3 20205
OPPENHEIMER ASSET MANAGEMENT INC. 550.00%0.00%0.00%Q3 2022Q3 20235
Foresight Wealth Management, LLC 550.20%0.23%0.25%Q1 2019Q1 20205
Clarkston Capital Partners, LLC 320.00%0.00%0.00%Q1 2021Q3 20235
Waypoint Capital Advisors, LLC 550.08%0.13%0.19%Q4 2021Q4 20225
James J. Burns & Company, LLC 550.14%0.20%0.24%Q3 2022Q3 20235
Dana Investment Advisors, Inc. 320.01%0.01%0.01%Q4 2021Q3 20235
Tempus Wealth Planning, LLC 550.31%1.45%1.92%Q3 2022Q3 20235
Private Capital Management, LLC 550.04%0.06%0.08%Q2 2018Q2 20195
JANUS HENDERSON GROUP PLC 550.12%0.12%0.12%Q3 2022Q3 20235
JBJ Investment Partners, LLC 410.04%0.98%1.55%Q1 2019Q4 20215
Cordant, Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
ADVISOR PARTNERS II, LLC 550.08%0.10%0.12%Q3 2022Q3 20235
Morton Capital Management LLC/CA 320.09%0.10%0.11%Q4 2021Q3 20235
MKD WEALTH COACHES, LLC 320.05%0.15%0.32%Q4 2018Q4 20215
Williams Jones Wealth Management, LLC. 320.00%0.00%0.01%Q4 2021Q3 20235
LCNB CORP 550.15%0.16%0.16%Q3 2022Q3 20235
Austin Asset Management Co Inc 550.08%0.10%0.15%Q4 2021Q4 20225
BAKER TILLY WEALTH MANAGEMENT, LLC 410.02%0.03%0.04%Q4 2021Q3 20235
Curtis Advisory Group, LLC 410.08%0.08%0.08%Q2 2022Q3 20235
LBA Wealth Management, LLC 550.01%0.02%0.03%Q1 2015Q1 20165
O'Dell Group, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
STUDIO INVESTMENT MANAGEMENT LLC 550.01%0.02%0.03%Q2 2022Q2 20235
Mosaic Family Wealth, LLC 551.03%1.09%1.13%Q4 2020Q4 20215
Partnervest Advisory Services LLC 410.08%0.08%0.09%Q1 2019Q2 20205
Argentus Capital Management, LLC 550.02%0.03%0.08%Q3 2015Q3 20165
Braun-Bostich & Associates Inc. 550.58%0.64%0.71%Q2 2022Q2 20235
B.O.S.S. Retirement Advisors, LLC 550.65%0.86%1.00%Q4 2022Q4 20235
EXENCIAL WEALTH ADVISORS, LLC 210.02%0.02%0.02%Q1 2021Q3 20235
PDS Planning, Inc 410.03%0.21%0.27%Q1 2018Q3 20235
1834 INVESTMENT ADVISORS CO 410.00%0.04%0.05%Q1 2019Q3 20235
Permanens Capital L.P. 550.02%0.03%0.03%Q1 2019Q1 20205
Baker Ellis Asset Management LLC 550.04%0.13%0.17%Q1 2019Q1 20205
Welch Group, LLC 410.01%0.07%0.20%Q1 2018Q4 20215
Global Wealth Strategies & Associates 550.03%0.06%0.09%Q4 2022Q4 20235
Knuff & Co LLC 550.01%0.01%0.01%Q4 2018Q4 20195
BUCKINGHAM STRATEGIC PARTNERS, LLC 550.02%0.02%0.03%Q3 2022Q3 20235
Hoover Financial Advisors, Inc. 550.02%0.04%0.05%Q2 2020Q2 20215
SkyView Investment Advisors, LLC 550.12%0.17%0.22%Q4 2020Q4 20215
TITLEIST CAPITAL, LLC 550.05%0.07%0.09%Q4 2021Q4 20225
BlackDiamond Wealth Management, LLC 550.29%0.47%0.78%Q2 2022Q2 20235
Landsberg, Bennett, & Dubbaneh LLC 550.08%0.08%0.08%Q3 2020Q3 20215
Old Port Advisors 550.14%0.15%0.16%Q4 2018Q4 20195
Compass Financial Group, INC/SD 550.35%0.39%0.42%Q4 2022Q4 20235
Stephens Consulting, LLC 550.04%0.06%0.08%Q3 2022Q3 20235
SWARTHMORE GROUP INC 410.06%0.08%0.10%Q3 2020Q4 20215
Lafayette Investments 440.06%0.06%0.06%Q4 2022Q3 20234
Y-Intercept (Hong Kong) Ltd 220.03%0.06%0.08%Q2 2022Q2 20234
Quantinno Capital Management LP 440.02%0.02%0.02%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.06%0.07%0.07%Q4 2022Q3 20234
Waterloo Capital, L.P. 310.90%0.98%1.05%Q1 2020Q3 20234
Relyea Zuckerberg Hanson LLC 440.33%0.35%0.37%Q4 2022Q3 20234
LIBERTY WEALTH MANAGEMENT LLC 210.00%0.27%0.93%Q2 2020Q1 20234
Fragasso Group Inc. 440.03%0.04%0.06%Q1 2023Q4 20234
NORTH POINT PORTFOLIO MANAGERS CORP/OH 310.03%0.03%0.04%Q3 2016Q4 20214
WATERSHED PRIVATE WEALTH LLC 440.24%0.32%0.36%Q4 2022Q3 20234
Eley Financial Management, Inc 440.13%0.13%0.13%Q4 2022Q3 20234
LEGACY FINANCIAL GROUP, INC. 442.66%3.02%3.32%Q4 2022Q3 20234
INNOVIS ASSET MANAGEMENT LLC 440.12%0.13%0.13%Q4 2022Q3 20234
Engrave Wealth Partners LLC 441.85%1.95%2.00%Q4 2022Q3 20234
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 440.02%0.04%0.06%Q1 2022Q4 20224
Wealthfront Advisers LLC 440.00%0.00%0.01%Q4 2018Q3 20194
RF&L WEALTH MANAGEMENT, LLC 440.27%0.27%0.28%Q4 2022Q3 20234
Harel Insurance Investments & Financial Services Ltd. 310.09%0.09%0.11%Q2 2016Q3 20174
Capital One Investing, Inc. 441.17%1.25%1.42%Q4 2018Q3 20194
Oxinas Partners Wealth Management LLC 440.16%0.22%0.28%Q4 2022Q3 20234
RIA Advisory Group LLC 440.02%0.46%0.63%Q4 2022Q3 20234
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.00%0.00%Q2 2022Q3 20234
Leucadia National 440.01%0.01%0.01%Q4 2022Q3 20234
Blue Chip Wealth Management, Inc. 440.22%0.26%0.33%Q4 2019Q3 20204
MILESTONE WEALTH, LLC 440.20%0.24%0.27%Q4 2021Q3 20224
PIONEER TRUST BANK N A/OR 440.08%0.09%0.10%Q4 2022Q3 20234
NATIXIS ADVISORS, L.P. 220.00%0.00%0.00%Q3 2022Q3 20234
Cardan Capital Partners, LLC 310.14%0.43%0.53%Q1 2018Q3 20214
McGlone Suttner Wealth Management, Inc. 446.73%7.19%7.54%Q4 2022Q3 20234
Ignite Planners, LLC 440.92%1.09%1.17%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
STEVENS CAPITAL PARTNERS 441.12%1.24%1.34%Q4 2022Q3 20234
Cassaday & Co Wealth Management LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Per Stirling Capital Management, LLC. 440.32%0.38%0.42%Q4 2022Q3 20234
Leverty Financial Group, LLC 4419.51%30.04%35.07%Q4 2022Q3 20234
TAP Consulting, LLC 310.01%0.21%0.35%Q2 2020Q4 20214
Nalls Sherbakoff Group, LLC 310.56%0.58%0.60%Q4 2018Q3 20234
ADE, LLC 440.08%0.10%0.11%Q4 2020Q3 20214
Vertex Planning Partners, LLC 440.14%0.15%0.16%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 441.37%1.39%1.41%Q4 2022Q3 20234
AdvicePeriod, LLC 440.15%0.16%0.18%Q2 2019Q1 20204
JDM Financial Group LLC 440.36%0.38%0.38%Q4 2022Q3 20234
Intelligence Driven Advisers, LLC 440.14%0.15%0.16%Q4 2018Q3 20194
MARINER INDEPENDENT ADVISOR NETWORK, LLC 440.03%0.04%0.06%Q4 2021Q3 20224
AllGen Financial Advisors, Inc. 310.16%0.16%0.17%Q1 2022Q3 20234
Ironwood Investment Counsel, LLC 440.05%0.09%0.12%Q4 2022Q3 20234
ADVOCATE GROUP LLC 440.05%0.05%0.05%Q4 2022Q3 20234
AlphaQ Advisors LLC 440.70%0.89%1.40%Q4 2022Q3 20234
IronBridge Private Wealth, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Carr Financial Group Corp 444.11%4.20%4.32%Q4 2022Q3 20234
Glacier Peak Capital LLC 440.51%1.58%3.45%Q4 2018Q3 20194
Merit Financial Group, LLC 310.01%0.01%0.02%Q2 2022Q2 20234
First Command Bank 440.00%0.00%0.00%Q1 2021Q4 20214
Life Planning Partners, Inc 440.05%0.06%0.06%Q4 2021Q3 20224
SIMPLEX TRADING, LLC 220.00%0.02%0.03%Q1 2015Q1 20184
Regal Investment Advisors LLC 310.00%0.03%0.10%Q2 2013Q3 20154
Mascoma Wealth Management LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Sebold Capital Management, Inc. 441.82%1.87%1.94%Q4 2022Q3 20234
Owen LaRue, LLC 440.24%0.25%0.26%Q4 2022Q3 20234
MADISON WEALTH MANAGEMENT 440.10%0.11%0.12%Q4 2022Q3 20234
First County Bank /CT/ 440.24%0.26%0.27%Q4 2022Q3 20234
Montis Financial, LLC 446.05%6.89%7.70%Q4 2022Q3 20234
Wallington Asset Management, LLC 440.01%0.01%0.01%Q1 2014Q4 20144
FULTON BREAKEFIELD BROENNIMAN LLC 440.07%0.08%0.08%Q4 2022Q3 20234
FinDec Wealth Services, Inc. 441.24%1.34%1.43%Q4 2022Q3 20234
J.P. Turner & Co Capital Mnagement, LLC 440.65%0.76%0.86%Q4 2014Q3 20154
Steigerwald, Gordon & Koch Inc. 310.03%0.04%0.05%Q2 2021Q2 20224
Shone Asset Management LLC 441.24%1.42%1.66%Q1 2020Q4 20204
SeaBridge Investment Advisors LLC 440.07%0.08%0.08%Q4 2022Q3 20234
B. Riley Wealth Management, Inc. 440.03%0.08%0.13%Q3 2019Q2 20204
Allegis Investment Advisors, LLC 440.22%0.28%0.32%Q4 2015Q3 20164
Milestone Investment Advisors LLC 446.58%6.96%7.33%Q4 2022Q3 20234
Ethos Financial Group, LLC 442.36%2.70%3.33%Q4 2022Q3 20234
Pioneer Wealth Management Group 441.05%1.18%1.23%Q4 2022Q3 20234
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 443.10%3.27%3.39%Q2 2020Q1 20214
Farther Finance Advisors, LLC 440.09%0.17%0.23%Q4 2022Q3 20234
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.02%0.03%0.04%Q3 2018Q2 20194
Running Point Capital Advisors, LLC 440.42%0.48%0.53%Q4 2020Q3 20214
New England Private Wealth Advisors LLC 440.06%0.07%0.08%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.28%0.29%0.30%Q4 2022Q3 20234
STEEL GROVE CAPITAL ADVISORS, LLC 440.07%0.16%0.38%Q2 2018Q1 20194
BCK Partners, Inc. 440.13%0.14%0.16%Q1 2021Q4 20214
VECTOR WEALTH MANAGEMENT, LLC 440.23%0.33%0.38%Q1 2016Q4 20164
Savior LLC 440.08%0.18%0.26%Q3 2020Q2 20214
Vident Investment Advisory, LLC 310.01%0.01%0.01%Q2 2022Q2 20234
1 NORTH WEALTH SERVICES LLC 220.00%0.00%0.00%Q4 2018Q4 20194
Modera Wealth Management, LLC 210.01%0.34%0.65%Q1 2021Q3 20234
REGENTATLANTIC CAPITAL LLC 310.00%0.07%0.14%Q4 2014Q3 20224
Standpoint Asset Management, LLC 4415.55%15.64%15.76%Q4 2022Q3 20234
Prosperity Wealth Management, Inc. 443.80%6.42%8.20%Q4 2022Q3 20234
Carmel Capital Partners, LLC 440.14%0.19%0.23%Q4 2022Q3 20234
Verum Partners LLC 440.58%1.16%1.48%Q4 2022Q3 20234
SHAKER INVESTMENTS LLC/OH 210.09%0.10%0.12%Q3 2020Q4 20214
KWMG, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
PETRA FINANCIAL ADVISORS INC 440.23%1.26%1.96%Q4 2022Q3 20234
Koesten, Hirschmann & Crabtree, INC. 4411.35%11.98%12.43%Q4 2022Q3 20234
DAVIDSON INVESTMENT ADVISORS 440.02%0.03%0.03%Q3 2017Q2 20184
Spectrum Management Group, LLC 440.01%0.01%0.01%Q4 2019Q3 20204
Corient Private Wealth LLC 440.16%0.17%0.19%Q4 2022Q3 20234
Thrive Capital Management, LLC 440.18%0.19%0.20%Q3 2022Q2 20234
SageView Advisory Group, LLC 440.02%0.02%0.04%Q4 2022Q3 20234
Bryn Mawr Capital Management, LLC 440.09%0.12%0.14%Q4 2022Q3 20234
Choice Wealth Advisors, LLC 440.47%0.80%1.19%Q2 2021Q1 20224
Providence Capital Advisors, LLC 110.00%0.01%0.02%Q4 2017Q3 20234
Leading Edge Financial Planning LLC 440.64%0.67%0.69%Q4 2022Q3 20234
Concert Wealth Management Inc. 440.03%0.19%0.51%Q3 2016Q2 20174
Sound Stewardship, LLC 440.17%0.18%0.19%Q4 2022Q3 20234
Silicon Valley Capital Partners 440.00%0.00%0.01%Q4 2022Q3 20234
Arkadios Wealth Advisors 440.05%0.07%0.08%Q2 2021Q1 20224
Coston, McIsaac & Partners 440.01%0.01%0.01%Q4 2022Q3 20234
Atlas Private Wealth Advisors 440.00%0.00%0.01%Q4 2020Q3 20214
W.G. Shaheen & Associates DBA Whitney & Co 440.02%0.03%0.06%Q4 2017Q3 20184
Park Edge Advisors, LLC 440.47%0.52%0.59%Q4 2022Q3 20234
Trellis Wealth Advisors LLC 440.36%0.40%0.44%Q4 2022Q3 20234
REGIMEN WEALTH, LLC 440.13%0.14%0.18%Q4 2022Q3 20234
Cadence Wealth Management LLC 220.16%0.18%0.22%Q1 2021Q1 20224
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.50%0.54%0.65%Q4 2022Q3 20234
Accurate Wealth Management, LLC 440.25%0.39%0.50%Q4 2022Q3 20234
CX Institutional 110.00%0.06%0.14%Q4 2018Q2 20233
GIRARD PARTNERS LTD. 210.02%0.02%0.02%Q4 2021Q1 20233
Midwest Wealth Management Inc. 330.24%0.25%0.26%Q3 2021Q1 20223
Paradigm, Strategies in Wealth Management, LLC 210.16%0.18%0.20%Q1 2021Q4 20213
Glass Jacobson Investment Advisors llc 210.04%0.04%0.04%Q4 2022Q3 20233
HERITAGE INVESTORS MANAGEMENT CORP 330.03%0.04%0.06%Q2 2015Q4 20153
JFG Wealth Management, LLC 210.61%6.18%14.45%Q4 2018Q3 20223
Russell Investments Group, Ltd. 330.00%0.00%0.00%Q1 2023Q3 20233
JANICZEK WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q2 2018Q4 20183
Diversified Investment Strategies, LLC 330.20%0.21%0.22%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.35%0.36%0.38%Q1 2023Q3 20233
MONECO Advisors, LLC 330.53%0.58%0.62%Q1 2023Q3 20233
Kerntke Otto McGlone Wealth Management Group 330.65%3.79%7.65%Q4 2020Q2 20213
tru Independence LLC 110.07%1.02%2.15%Q4 2019Q1 20213
Taylor, Cottrill LLC 330.16%0.16%0.16%Q2 2013Q4 20133
Aaron Wealth Advisors LLC 330.04%0.05%0.06%Q1 2023Q3 20233
PRING TURNER CAPITAL GROUP INC 333.37%3.45%3.57%Q4 2014Q2 20153
Trivant Custom Portfolio Group, LLC 330.06%0.06%0.06%Q1 2023Q3 20233
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 330.00%0.00%0.00%Q1 2022Q3 20223
MGO ONE SEVEN LLC 330.03%0.03%0.04%Q1 2023Q3 20233
First Command Financial Services, Inc. 330.00%0.00%0.00%Q1 2021Q3 20213
Avidian Wealth Solutions, LLC 210.02%0.44%1.26%Q2 2022Q1 20233
Delta Financial Group, Inc. 210.09%0.11%0.13%Q4 2022Q3 20233
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20223
CAPITAL ONE FINANCIAL CORP 330.64%1.23%1.59%Q1 2020Q3 20203
Pinnacle Wealth Management Advisory Group, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
BLUE SQUARE ASSET MANAGEMENT, LLC 330.14%0.36%0.53%Q4 2019Q2 20203
HWG Holdings LP 330.00%0.00%0.01%Q3 2022Q1 20233
Journey Advisory Group, LLC 210.06%0.07%0.08%Q4 2020Q4 20213
Retirement Investment Advisors, Inc. 210.02%0.15%0.39%Q4 2022Q3 20233
FinTrust Investment Advisory Services, LLC 330.26%0.40%0.47%Q3 2017Q1 20183
DIXON HUBARD FEINOUR & BROWN INC/VA 330.03%0.03%0.03%Q4 2021Q2 20223
Ameritas Investment Partners, Inc. 330.00%0.00%0.00%Q1 2020Q3 20203
Vantage Financial Partners, LLC 334.03%4.10%4.18%Q1 2023Q3 20233
Bell Bank 330.06%0.08%0.10%Q4 2022Q2 20233
MURPHY CAPITAL MANAGEMENT INC 330.04%0.04%0.04%Q4 2021Q2 20223
44 WEALTH MANAGEMENT LLC 330.14%0.14%0.15%Q4 2022Q2 20233
Allegiant Private Advisors, LLC 330.06%0.06%0.07%Q4 2020Q2 20213
Intellectus Partners, LLC 210.00%0.00%0.00%Q2 2018Q1 20193
Norway Savings Bank 330.73%0.75%0.78%Q2 2017Q4 20173
Polaris Wealth Advisory Group, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Community Bank, N.A. 330.04%0.08%0.16%Q4 2014Q2 20153
Noble Family Wealth, LLC 330.23%0.24%0.24%Q1 2023Q3 20233
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.00%Q4 2019Q2 20203
SPINNAKER TRUST 210.01%0.02%0.02%Q1 2021Q4 20213
Authentikos Wealth Advisory, LLC 331.01%1.42%1.62%Q1 2023Q3 20233
YorkBridge Wealth Partners, LLC 330.01%0.01%0.01%Q4 2016Q2 20173
Great Lakes Retirement, Inc. 330.23%0.39%0.49%Q1 2023Q3 20233
WESPAC Advisors, LLC 332.10%2.38%2.71%Q2 2013Q4 20133
KARLINSKI ANDREW C 330.03%0.04%0.04%Q4 2021Q2 20223
Capital Bank & Trust Co 330.00%0.00%0.00%Q3 2019Q1 20203
WealthPlan Investment Management, LLC 210.08%0.10%0.11%Q1 2022Q4 20223
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
TITLEIST ASSET MANAGEMENT, LLC 330.05%0.05%0.05%Q1 2023Q3 20233
NTB Financial Corp 331.12%1.18%1.23%Q4 2021Q2 20223
Bordeaux Wealth Advisors LLC 330.09%0.13%0.20%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Yorktown Management & Research Co Inc 330.40%0.80%1.10%Q4 2016Q2 20173
BOSTON ADVISORS LLC 330.01%0.02%0.02%Q1 2019Q3 20193
SUMMITRY LLC 110.01%0.03%0.04%Q1 2016Q1 20223
Advisor Resource Council 110.02%0.03%0.04%Q2 2021Q2 20223
ARMSTRONG ADVISORY GROUP, INC 330.00%0.00%0.00%Q4 2022Q2 20233
Landmark Wealth Management, LLC 110.01%0.14%0.21%Q1 2022Q3 20233
New Republic Capital, LLC 330.06%0.07%0.07%Q1 2023Q3 20233
WealthCare Investment Partners, LLC 210.18%0.19%0.20%Q4 2021Q4 20223
Tarbox Family Office, Inc. 330.00%0.00%0.00%Q2 2019Q4 20193
THOMPSON SIEGEL & WALMSLEY LLC 330.00%0.00%0.00%Q2 2013Q4 20133
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 210.02%0.02%0.02%Q2 2018Q1 20193
Fieldpoint Private Securities, LLC 330.18%0.42%0.60%Q4 2021Q2 20223
Lucia Wealth Services, LLC 210.05%0.06%0.06%Q4 2019Q3 20203
Wealthsimple US, Ltd. 330.22%0.23%0.23%Q3 2020Q1 20213
STEPHENS INC /AR/ 330.00%0.00%0.00%Q2 2021Q4 20213
Charter Oak Capital Management, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
TIAA CREF TRUST CO FSB/MO 330.00%0.00%0.01%Q3 2016Q1 20173
Guidant Wealth Advisors 330.05%0.05%0.05%Q1 2019Q3 20193
Cordasco Financial Network 330.00%0.01%0.03%Q4 2021Q2 20223
Endurance Wealth Management, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
RWA WEALTH PARTNERS, LLC 210.05%0.06%0.06%Q3 2018Q3 20233
Pine Valley Investments Ltd Liability Co 330.00%0.04%0.06%Q1 2023Q3 20233
Mendota Financial Group, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Fiera Capital Corp 330.00%0.00%0.00%Q3 2019Q1 20203
Ballentine Partners, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
Strategic Investment Solutions, Inc. /IL 330.01%0.03%0.05%Q1 2023Q3 20233
Delta Dental Plan of Michigan, Inc. 335.54%6.28%6.65%Q4 2017Q2 20183
Carnick & Kubik, LLC 330.31%0.54%0.66%Q3 2015Q1 20163
Strategic Wealth Partners Group, LLC 210.05%0.35%0.60%Q1 2018Q4 20193
Alaska Wealth Advisors 330.02%0.02%0.02%Q1 2023Q3 20233
Bridgeworth, LLC 210.01%0.02%0.03%Q2 2018Q2 20233
LANDAAS & CO /WI /ADV 210.03%0.03%0.03%Q3 2017Q2 20183
Prospera Financial Services Inc 210.00%0.02%0.05%Q3 2020Q2 20223
Sanford Advisory Services, LLC 330.52%1.48%2.05%Q2 2022Q4 20223
Independence Bank of Kentucky 330.00%0.00%0.00%Q1 2019Q3 20193
Kovitz Investment Group Partners, LLC 330.07%0.08%0.09%Q1 2023Q3 20233
ANGELES WEALTH MANAGEMENT, LLC 330.01%0.01%0.01%Q2 2022Q4 20223
Weaver Consulting Group 330.01%0.01%0.01%Q1 2020Q3 20203
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 110.00%0.01%0.01%Q4 2015Q2 20173
Acorn Wealth Advisors, LLC 330.04%0.04%0.04%Q4 2017Q2 20183
Cornerstone Planning Group LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Brouwer & Janachowski, LLC 110.03%0.04%0.05%Q1 2014Q2 20152
Genesee Capital Advisors, LLC 110.01%0.01%0.02%Q1 2019Q2 20212
Great Waters Wealth Management 220.04%0.04%0.04%Q1 2023Q2 20232
WealthBridge Capital Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Diversified Portfolios, Inc. 220.04%0.04%0.04%Q3 2022Q4 20222
Signet Investment Advisory Group, Inc. 220.14%0.26%0.38%Q1 2021Q2 20212
Foundations Investment Advisors, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
WOLFF WIESE MAGANA LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Goodman Financial Corp 110.01%0.06%0.10%Q4 2017Q4 20192
BANK OF THE WEST 220.03%0.03%0.03%Q3 2022Q4 20222
Virtue Capital Management, LLC 220.42%0.42%0.42%Q2 2023Q3 20232
Doyle Wealth Management 110.01%0.01%0.01%Q4 2018Q2 20192
Paulson Wealth Management Inc. 222.06%2.07%2.08%Q2 2023Q3 20232
Fiduciary Alliance LLC 110.03%0.04%0.05%Q4 2022Q2 20232
Precision Wealth Strategies, LLC 112.48%2.60%2.72%Q2 2021Q3 20232
McClarren Financial Advisors, Inc. 220.02%0.02%0.02%Q2 2023Q3 20232
Root Financial Partners, LLC 220.17%0.18%0.20%Q2 2023Q3 20232
GeoWealth Management, LLC 110.09%0.16%0.23%Q3 2019Q3 20232
DOWLING & YAHNKE LLC 220.02%0.02%0.03%Q2 2019Q3 20192
Lavaca Capital LLC 220.02%0.02%0.02%Q4 2018Q1 20192
Cadent Capital Advisors, LLC 220.11%0.13%0.16%Q2 2023Q3 20232
BUILDER INVESTMENT GROUP INC /ADV 220.08%0.08%0.09%Q2 2023Q3 20232
Cable Hill Partners, LLC 220.12%0.14%0.16%Q4 2018Q1 20192
Resource Management, LLC 220.07%0.07%0.07%Q4 2019Q1 20202
Financial Advantage, Inc. 110.01%0.01%0.02%Q3 2019Q2 20202
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
RPg Family Wealth Advisory, LLC 220.05%0.05%0.05%Q2 2019Q3 20192
HANSEATIC MANAGEMENT SERVICES INC 226.17%6.32%6.46%Q2 2023Q3 20232
Sandy Cove Advisors, LLC 220.11%0.12%0.12%Q4 2021Q1 20222
PSI Advisors, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
INVESTMENT CENTERS OF AMERICA INC 220.03%0.03%0.03%Q2 2017Q3 20172
Heritage Trust Co 220.48%0.48%0.49%Q2 2023Q3 20232
Wealth Quarterback LLC 110.00%0.01%0.01%Q4 2019Q3 20212
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 220.06%0.08%0.11%Q4 2022Q1 20232
Lebenthal Global Advisors, LLC 110.00%0.03%0.06%Q4 2020Q1 20232
Arcataur Capital Management LLC 222.15%2.16%2.17%Q2 2023Q3 20232
Arlington Financial Advisors, LLC 110.16%0.17%0.18%Q2 2018Q4 20192
True Link Financial Advisors, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Chesapeake Wealth Management 220.10%0.11%0.11%Q2 2023Q3 20232
Long Wharf Investors, Inc. 220.18%0.20%0.22%Q1 2014Q2 20142
ORG Partners LLC 220.10%0.12%0.14%Q1 2023Q2 20232
Archer Investment Corp 220.00%0.00%0.00%Q2 2023Q3 20232
Measured Wealth Private Client Group, LLC 220.04%0.10%0.16%Q2 2018Q3 20182
ACCURATE INVESTMENT SOLUTIONS, INC. 220.11%0.14%0.18%Q2 2017Q3 20172
LITTLE HOUSE CAPITAL LLC 110.01%0.63%1.25%Q1 2019Q2 20202
L2 Asset Management, LLC 110.92%2.19%3.46%Q1 2020Q4 20222
ATWOOD & PALMER INC 220.02%0.02%0.02%Q3 2015Q4 20152
New Capital Management LP 220.01%0.01%0.01%Q1 2017Q2 20172
RMR Wealth Builders 110.02%0.04%0.05%Q1 2021Q1 20222
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.00%0.02%0.03%Q2 2023Q3 20232
Cascade Investment Advisors, Inc. 110.00%0.01%0.01%Q4 2016Q1 20232
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q3 2019Q4 20202
Cassady Schiller Wealth Management, LLC 220.03%0.03%0.03%Q4 2022Q1 20232
Portside Wealth Group, LLC 220.11%0.11%0.12%Q2 2023Q3 20232
Activest Wealth Management 110.00%0.00%0.00%Q3 2021Q3 20232
Moss Adams Wealth Advisors LLC 110.00%0.02%0.04%Q4 2022Q3 20232
Alpha Quant Advisors, LLC 220.30%0.31%0.33%Q4 2018Q1 20192
FWL INVESTMENT MANAGEMENT, LLC 110.12%0.13%0.14%Q4 2022Q3 20232
Cornerstone Management, Inc. 220.61%0.62%0.63%Q1 2018Q2 20182
HRT FINANCIAL LP 110.01%0.01%0.01%Q2 2020Q1 20232
Goldstein Advisors, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
Leo H. Evart, Inc. 220.40%0.41%0.41%Q1 2022Q2 20222
Golden State Wealth Management, LLC 220.00%0.19%0.38%Q3 2019Q4 20192
25 LLC 220.19%0.19%0.20%Q1 2023Q2 20232
Salomon & Ludwin, LLC 110.00%0.01%0.02%Q4 2018Q3 20232
American Financial Network Advisory Services LLC 220.02%0.02%0.04%Q3 2017Q4 20172
CapWealth Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20222
Edgestream Partners, L.P. 220.02%0.02%0.03%Q2 2023Q3 20232
Divergent Wealth Advisors 220.05%0.05%0.05%Q2 2023Q3 20232
Summit Trail Advisors, LLC 110.17%0.31%0.46%Q1 2018Q1 20192
LOWERY THOMAS, LLC 220.26%0.38%0.50%Q2 2023Q3 20232
BROWN WEALTH MANAGEMENT, LLC 229.91%10.93%11.94%Q2 2023Q3 20232
Rikoon Group, LLC 110.06%0.07%0.08%Q2 2020Q1 20212
Diversified Trust Co 220.01%0.01%0.01%Q3 2023Q4 20232
QUEST CAPITAL MANAGEMENT INC /ADV 220.30%0.89%1.49%Q3 2021Q4 20212
NovaPoint Capital, LLC 220.25%1.04%1.84%Q4 2019Q1 20202
Values Added Financial LLC 222.06%2.09%2.12%Q2 2023Q3 20232
Bowman & Co S.C. 220.16%0.16%0.16%Q2 2023Q3 20232
Advance Capital Management, Inc. 220.03%0.03%0.03%Q3 2022Q4 20222
DRW Securities, LLC 220.10%0.11%0.13%Q4 2013Q1 20142
WMS Partners, LLC 110.10%0.11%0.11%Q4 2015Q1 20192
Truvestments Capital LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Private Wealth Advisors, Inc. 220.13%0.13%0.13%Q3 2020Q4 20202
Pasadena Private Wealth, LLC 220.08%2.53%4.97%Q3 2021Q4 20212
Roble, Belko & Company, Inc 220.01%0.01%0.01%Q3 2015Q4 20152
MEITAV INVESTMENT HOUSE LTD 220.01%0.01%0.02%Q4 2018Q1 20192
DAVENPORT & Co LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Cynosure Group, LLC 220.96%1.05%1.15%Q2 2023Q3 20232
Fulcrum Capital LLC 220.18%0.20%0.21%Q3 2021Q4 20212
LEVEL FOUR ADVISORY SERVICES, LLC 220.28%0.36%0.44%Q4 2022Q1 20232
Clear Perspectives Financial Planning, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Cherry Tree Wealth Management, LLC 220.32%0.32%0.33%Q2 2023Q3 20232
Soltis Investment Advisors LLC 220.02%0.03%0.03%Q1 2023Q2 20232
D'Orazio & Associates, Inc. 110.00%0.01%0.02%Q2 2017Q3 20212
WFA Asset Management Corp 220.01%0.01%0.01%Q3 2022Q4 20222
MGO Private Wealth, LLC 220.49%0.49%0.49%Q3 2022Q4 20222
Onyx Bridge Wealth Group LLC 220.10%0.12%0.14%Q2 2022Q3 20222
Dechtman Wealth Management, LLC 220.44%0.45%0.46%Q2 2023Q3 20232
Beta Wealth Group, Inc. 224.14%4.34%4.54%Q4 2013Q1 20142
QCM Cayman, Ltd. 110.41%0.52%0.62%Q2 2020Q4 20202
STANCORP INVESTMENT ADVISERS INC 220.13%0.13%0.13%Q4 2014Q1 20152
First Pacific Financial 220.00%0.00%0.00%Q2 2023Q3 20232
SYM FINANCIAL Corp 220.01%0.02%0.04%Q2 2023Q3 20232
Gateway Wealth Partners, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
One Wealth Advisors, LLC 220.04%0.05%0.06%Q1 2023Q2 20232
Colonial Trust Co / SC 220.00%0.00%0.00%Q4 2022Q1 20232
True Wealth Design, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
WEDBUSH SECURITIES INC 220.02%0.02%0.02%Q2 2019Q3 20192
Apeiron RIA LLC 110.08%0.27%0.45%Q4 2021Q2 20222
ZRC WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
CPWM, LLC 110.04%0.04%0.04%Q1 2022Q3 20222
TOBIAS FINANCIAL ADVISORS, INC. 220.05%0.06%0.06%Q2 2023Q3 20232
WESPAC Advisors SoCal, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
CAPITAL PERFORMANCE ADVISORS LLP 220.35%0.35%0.35%Q2 2023Q3 20232
Davis Capital Management 220.00%0.01%0.01%Q1 2020Q2 20202
ADVISORY RESEARCH INC 110.00%0.00%0.00%Q1 2014Q3 20162
Invesco Ltd. 220.00%0.00%0.00%Q3 2013Q4 20132
Trutina Financial LLC 110.02%0.02%0.03%Q3 2013Q1 20142
Accredited Investors Inc. 220.02%0.02%0.02%Q2 2023Q3 20232
ALTFEST L J & CO INC 220.12%0.89%1.66%Q1 2017Q2 20172
Mechanics Financial Corp 220.00%0.00%0.00%Q2 2022Q3 20222
Fortis Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Beck Bode, LLC 110.02%0.02%0.02%Q3 2020Q2 20212
GEM Asset Management, LLC 220.16%0.16%0.16%Q2 2023Q3 20232
CGC Financial Services, LLC 220.03%0.03%0.04%Q2 2023Q3 20232
TCG Advisors, LP 220.01%0.01%0.01%Q1 2019Q2 20192
BLB&B Advisors, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Headlands Technologies LLC 110.00%0.02%0.04%Q4 2022Q2 20232
Grey Fox Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Indie Asset Partners, LLC 220.28%0.31%0.33%Q4 2019Q1 20202
BAINCO INTERNATIONAL INVESTORS 110.01%0.01%0.01%Q1 2020Q1 20201
Evergreen Advisors, LLC 110.11%0.11%0.11%Q4 2019Q4 20191
PCA Investment Advisory Services Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Claraphi Advisory Network, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Shilanski & Associates, Inc. 113.21%3.21%3.21%Q3 2022Q3 20221
BEDEL FINANCIAL CONSULTING INC 110.11%0.11%0.11%Q3 2023Q3 20231
Royal Fund Management, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Optiver Holding B.V. 110.00%0.00%0.00%Q4 2021Q4 20211
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
Ground Swell Capital, LLC 110.72%0.72%0.72%Q1 2021Q1 20211
Cassia Capital Partners, LLC 110.26%0.26%0.26%Q3 2021Q3 20211
Weil Company, Inc. 110.02%0.02%0.02%Q3 2019Q3 20191
CNB Bank 110.00%0.00%0.00%Q2 2019Q2 20191
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Vident Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
TWO SIGMA ADVISERS, LP 110.00%0.00%0.00%Q2 2013Q2 20131
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
WEALTH ADVISORS, INC. 110.14%0.14%0.14%Q3 2023Q3 20231
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q2 2014Q2 20141
Virtu KCG Holdings LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Dynasty Wealth Management, LLC 111.32%1.32%1.32%Q4 2017Q4 20171
IRON Financial LLC 110.32%0.32%0.32%Q2 2020Q2 20201
CARDEROCK CAPITAL MANAGEMENT INC 110.12%0.12%0.12%Q4 2021Q4 20211
CFO4Life, L.P. 110.06%0.06%0.06%Q4 2022Q4 20221
Meridian Wealth Advisors, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Verus Financial Partners, Inc. 110.54%0.54%0.54%Q3 2020Q3 20201
Wambolt & Associates, LLC 110.12%0.12%0.12%Q1 2023Q1 20231
ROFFMAN MILLER ASSOCIATES INC /PA/ 110.03%0.03%0.03%Q2 2020Q2 20201
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q2 2017Q2 20171
Summit Equities Inc 110.15%0.15%0.15%Q3 2018Q3 20181
Houlihan Financial Resource Group, Ltd. 110.02%0.02%0.02%Q3 2020Q3 20201
CPA Asset Management LLC 110.74%0.74%0.74%Q4 2022Q4 20221
STABLEFORD CAPITAL II LLC 110.49%0.49%0.49%Q1 2023Q1 20231
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Reby Advisors, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
Apella Capital, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q3 2019Q3 20191
Fidelis Capital Partners, LLC 110.36%0.36%0.36%Q3 2023Q3 20231
COMMUNITY BANK SYSTEM, INC. 110.03%0.03%0.03%Q3 2014Q3 20141
Cornerstone Advisory, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
CHELSEA COUNSEL CO 110.01%0.01%0.01%Q4 2022Q4 20221
Coyle Financial Counsel LLC 110.04%0.04%0.04%Q2 2018Q2 20181
Financial Connections Group, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
BBR PARTNERS, LLC 110.13%0.13%0.13%Q4 2018Q4 20181
CABANA LLC 110.00%0.00%0.00%Q2 2020Q2 20201
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
CAPITAL ONE, NATIONAL ASSOCIATION 111.93%1.93%1.93%Q4 2019Q4 20191
Falcon Wealth Planning 110.04%0.04%0.04%Q3 2023Q3 20231
Danda Trouve Investment Management, Inc. 110.01%0.01%0.01%Q3 2022Q3 20221
Oak Asset Management, LLC 1115.50%15.50%15.50%Q2 2022Q2 20221
440 INVESTMENT GROUP, LLC 110.35%0.35%0.35%Q4 2017Q4 20171
GFS Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Petix & Botte Co 110.07%0.07%0.07%Q3 2023Q3 20231
Resonant Capital Advisors, LLC 110.07%0.07%0.07%Q1 2020Q1 20201
Empirical Finance, LLC 111.17%1.17%1.17%Q4 2018Q4 20181
NVWM, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.39%0.39%0.39%Q3 2022Q3 20221
Dorsey & Whitney Trust CO LLC 110.21%0.21%0.21%Q3 2022Q3 20221
SMI Advisory Services, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
Rollins Financial 110.08%0.08%0.08%Q4 2022Q4 20221
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Stratos Investment Management, LLC 110.16%0.16%0.16%Q3 2021Q3 20211
Briaud Financial Planning, Inc 110.01%0.01%0.01%Q3 2023Q3 20231
Portfolio Solutions, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Edgewood Management 110.00%0.00%0.00%Q4 2018Q4 20181
Total Clarity Wealth Management, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
GW&K Investment Management, LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Empowered Funds, LLC 110.56%0.56%0.56%Q2 2023Q2 20231
Main Street Research LLC 110.02%0.02%0.02%Q4 2020Q4 20201
FIRST AMERICAN TRUST, FSB 110.13%0.13%0.13%Q3 2019Q3 20191
Paragon Capital Management LLC 110.11%0.11%0.11%Q1 2021Q1 20211
MorganRosel Wealth Management, LLC 110.38%0.38%0.38%Q4 2018Q4 20181
MARSHALL WACE, LLP 110.00%0.00%0.00%Q3 2023Q3 20231
Cullen Capital Management, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Alera Investment Advisors, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
FMA ADVISORY INC 110.01%0.01%0.01%Q2 2015Q2 20151
Hoxton Financial, Inc. 110.02%0.02%0.02%Q1 2016Q1 20161
Mid-American Wealth Advisory Group, Inc. 117.40%7.40%7.40%Q4 2021Q4 20211
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
CATALYST FINANCIAL PARTNERS LLC 110.14%0.14%0.14%Q3 2023Q3 20231
FREEDOM WEALTH ALLIANCE, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
First Ascent Asset Management, LLC 110.39%0.39%0.39%Q4 2022Q4 20221
Ergoteles LLC 110.09%0.09%0.09%Q2 2022Q2 20221
Presidio Capital Management, LLC 110.16%0.16%0.16%Q2 2023Q2 20231
Aquire Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
HEADINVEST, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Guidance Point Advisors, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Klingman & Associates, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
San Luis Wealth Advisors LLC 110.02%0.02%0.02%Q1 2022Q1 20221
First Personal Financial Services 110.00%0.00%0.00%Q4 2015Q4 20151
CITY NATIONAL BANK 110.00%0.00%0.00%Q1 2015Q1 20151
Castleview Partners, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Sanctuary Wealth Management, L.L.C. 110.00%0.00%0.00%Q3 2023Q3 20231
Team Financial Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Aries Wealth Management 112.36%2.36%2.36%Q1 2022Q1 20221
Placemark Investments, Inc. 110.01%0.01%0.01%Q3 2014Q3 20141
USAdvisors Wealth Management, LLC 110.30%0.30%0.30%Q3 2018Q3 20181
Arete Wealth Advisors, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Arlington Partners LLC 110.03%0.03%0.03%Q2 2023Q2 20231
SADOFF INVESTMENT MANAGEMENT LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Westwind Capital 110.01%0.01%0.01%Q2 2019Q2 20191
Lionsbridge Wealth Management LLC 113.94%3.94%3.94%Q4 2019Q4 20191
American Research & Management Co. 110.01%0.01%0.01%Q4 2020Q4 20201
GTS SECURITIES LLC 110.02%0.02%0.02%Q2 2023Q2 20231
CIBC WORLD MARKETS CORP 110.00%0.00%0.00%Q3 2023Q3 20231
L.M. KOHN & COMPANY 110.12%0.12%0.12%Q1 2022Q1 20221
Integrated Investment Consultants, LLC 110.05%0.05%0.05%Q1 2018Q1 20181
CFS Investment Advisory Services, LLC 1123.55%23.55%23.55%Q2 2021Q2 20211
Epstein & White Financial LLC 110.09%0.09%0.09%Q2 2021Q2 20211
Paloma Partners Management Co 110.11%0.11%0.11%Q2 2020Q2 20201
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q2 2014Q2 20141
OLD NATIONAL BANCORP /IN/ 110.00%0.00%0.00%Q1 2015Q1 20151
REFRAME WEALTH, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Treybourne Wealth Planners, Inc. 110.32%0.32%0.32%Q2 2021Q2 20211
Perkins Coie Trust Co 110.00%0.00%0.00%Q4 2022Q4 20221
Westbourne Investment Advisors, Inc. 110.14%0.14%0.14%Q3 2018Q3 20181
GFS Private Wealth, LLC 110.54%0.54%0.54%Q4 2017Q4 20171
USA FINANCIAL FORMULAS 110.00%0.00%0.00%Q4 2018Q4 20181
Pinnacle Bancorp, Inc. 110.03%0.03%0.03%Q4 2018Q4 20181
JEPPSON WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
MARSHALL & SULLIVAN INC /WA/ 110.00%0.00%0.00%Q2 2018Q2 20181
Wedmont Private Capital 110.05%0.05%0.05%Q3 2023Q3 20231
TD Waterhouse Canada Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 110.02%0.02%0.02%Q4 2021Q4 20211
Carter Financial Group, INC. 110.30%0.30%0.30%Q1 2022Q1 20221
Carlsbad Wealth Advisory Group, Inc. 1115.03%15.03%15.03%Q2 2023Q2 20231
Silver Oak Advisory Group, Inc. 110.21%0.21%0.21%Q4 2021Q4 20211
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Morton Brown Family Wealth, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Advisors Capital Management, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
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
Pallas Capital Advisors LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Lindenwold Advisors, INC 110.77%0.77%0.77%Q4 2022Q4 20221
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
Karp Capital Management Corp 110.00%0.00%0.00%Q4 2018Q4 20181
KAYS FINANCIAL ADVISORY CORP /ADV 110.35%0.35%0.35%Q4 2018Q4 20181
Caerus Investment Advisors, LLC 110.29%0.29%0.29%Q4 2021Q4 20211
Pinnacle Holdings, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
BENJAMIN EDWARDS INC 110.00%0.00%0.00%Q3 2022Q3 20221
CATALYST PRIVATE WEALTH, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
Dixon Hughes Goodman Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Strategic Investment Advisors / MI 110.05%0.05%0.05%Q3 2022Q3 20221
Rather & Kittrell, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Boyd Wealth Management, LLC 110.47%0.47%0.47%Q1 2022Q1 20221
Gilbert & Cook, Inc. 110.16%0.16%0.16%Q4 2018Q4 20181
AMI ASSET MANAGEMENT CORP 110.73%0.73%0.73%Q4 2018Q4 20181
Lansing Street Advisors 110.04%0.04%0.04%Q1 2022Q1 20221
ADIRONDACK RETIREMENT SPECIALISTS, INC. 110.03%0.03%0.03%Q4 2022Q4 20221
WoodTrust Financial Corp 110.07%0.07%0.07%Q3 2023Q3 20231
Rinkey Investments 110.04%0.04%0.04%Q4 2021Q4 20211
DeDora Capital, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Main Management LLC 110.01%0.01%0.01%Q3 2018Q3 20181
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
SIENA CAPITAL LLC 110.00%0.00%0.00%Q1 2022Q1 20221
SIGNET FINANCIAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
OLD MISSION CAPITAL, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Strategic Capital Alternatives LLC 110.04%0.04%0.04%Q3 2015Q3 20151
EWG Elevate Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
Angeles Investment Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
FIRST NATIONAL BANK OF OMAHA 110.01%0.01%0.01%Q3 2020Q3 20201
Arjuna Capital 110.07%0.07%0.07%Q2 2021Q2 20211
Monument Capital Management 110.13%0.13%0.13%Q4 2022Q4 20221
Clarfeld Financial Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Principle Wealth Partners LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
WATERS PARKERSON & CO., LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Shore Point Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Connecticut Wealth Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Claybrook Capital, LLC 110.34%0.34%0.34%Q2 2021Q2 20211
KINGSWOOD WEALTH ADVISORS, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Meristem Family Wealth, LLC 110.08%0.08%0.08%Q4 2017Q4 20171
Ascension Asset Management LLC 118.80%8.80%8.80%Q4 2020Q4 20201
EA Series Trust 110.56%0.56%0.56%Q2 2023Q2 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.01%0.01%0.01%Q3 2023Q3 20231
REGIONS FINANCIAL CORP 110.01%0.01%0.01%Q4 2022Q4 20221
Requisite Capital Management, LLC 110.12%0.12%0.12%Q2 2019Q2 20191
Iron Horse Wealth Management, LLC 110.13%0.13%0.13%Q4 2021Q4 20211
BARCLAYS PLC 110.00%0.00%0.00%Q1 2021Q1 20211
MIDDLETON & CO INC/MA 110.06%0.06%0.06%Q3 2017Q3 20171
Financial Consulate Inc. 117.89%7.89%7.89%Q2 2021Q2 20211
FNY Investment Advisers, LLC 110.08%0.08%0.08%Q2 2019Q2 20191
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
Ameraudi Asset Management, Inc. 110.09%0.09%0.09%Q4 2022Q4 20221
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
CWA Asset Management Group, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Trail Ridge Investment Advisors, LLC 110.19%0.19%0.19%Q2 2023Q2 20231
ALBION FINANCIAL GROUP /UT 110.00%0.00%0.00%Q4 2022Q4 20221
Financial Designs Corp 110.18%0.18%0.18%Q3 2023Q3 20231
EdgeRock Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Formidable Asset Management, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
PRW Wealth Management LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Widmann Financial Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 110.07%0.07%0.07%Q1 2021Q1 20211
Permit Capital Advisors, LLC 110.67%0.67%0.67%Q1 2022Q1 20221
AGRAN LIBBIE 110.05%0.05%0.05%Q1 2015Q1 20151
Weatherstone Capital Management 117.43%7.43%7.43%Q4 2018Q4 20181
MRA Associates USA LLC 110.09%0.09%0.09%Q3 2019Q3 20191
Global Trust Asset Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
MIRSKY FINANCIAL MANAGEMENT CORP. 110.17%0.17%0.17%Q4 2021Q4 20211
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
PRIVATE TRUST CO NA 110.00%0.00%0.00%Q2 2023Q2 20231
Herold Advisors, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
Paradigm Financial Advisors, LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Manhattan West Asset Management, LLC 110.13%0.13%0.13%Q4 2021Q4 20211
Pacific Center for Financial Services 110.01%0.01%0.01%Q3 2021Q3 20211
Donald L. Hagan, LLC 110.38%0.38%0.38%Q4 2019Q4 20191
Brightworth 110.07%0.07%0.07%Q3 2019Q3 20191
Centerpoint Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
KEYBANK NATIONAL ASSOCIATION/OH 110.00%0.00%0.00%Q1 2023Q1 20231
WISCONSIN CAPITAL MANAGEMENT LLC 110.14%0.14%0.14%Q4 2014Q4 20141
Global Financial Private Capital, Inc 110.00%0.00%0.00%Q1 2020Q1 20201
SBK Financial, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Capital Advisory Group Advisory Services, LLC 110.10%0.10%0.10%Q4 2019Q4 20191
Wilson & Boucher Capital Management, LLC 110.13%0.13%0.13%Q2 2023Q2 20231
Haverford Trust Co 110.04%0.04%0.04%Q4 2015Q4 20151
Blume Capital Management, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
PACIFIC SUN FINANCIAL CORP 110.21%0.21%0.21%Q4 2017Q4 20171
Windward Private Wealth Management Inc. 110.11%0.11%0.11%Q4 2021Q4 20211
OAK HARBOR WEALTH PARTNERS, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Founders Financial Alliance, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
LVW Advisors, LLC 110.06%0.06%0.06%Q1 2019Q1 20191
RONALD BLUE & CO LLC 110.01%0.01%0.01%Q1 2015Q1 20151
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q2 2017Q2 20171
QRG CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
BANYAN CAPITAL MANAGEMENT, INC. 115.36%5.36%5.36%Q4 2018Q4 20181
Teamwork Financial Advisors, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Belvedere Advisors LLC 112.50%2.50%2.50%Q1 2019Q1 20191
IFG Advisors, LLC 110.09%0.09%0.09%Q1 2023Q1 20231
External links

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