SCHWAB STRATEGIC TR shareholder history

Current and past SCHWAB STRATEGIC TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 41410.00%0.00%0.00%Q3 2013Q3 202395
Cutler Group LLC / CA 1910.00%0.00%0.01%Q4 2015Q3 202360
Citadel Advisors 1410.00%0.00%0.00%Q2 2014Q3 202346
Destination Wealth Management 43430.02%0.04%0.26%Q1 2013Q3 202343
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 42420.18%0.29%0.42%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
CONDOR CAPITAL MANAGEMENT 42420.18%0.50%0.80%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.09%0.15%Q2 2013Q3 202342
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 42420.19%0.55%0.81%Q2 2013Q3 202342
ProVise Management Group, LLC 42420.09%1.91%3.49%Q2 2013Q3 202342
Madden Advisory Services, Inc. 42420.01%2.56%5.11%Q2 2013Q3 202342
Newman Dignan & Sheerar, Inc. 42420.20%2.87%4.89%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.05%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
GHP Investment Advisors, Inc. 42420.13%1.12%1.68%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.07%0.30%0.63%Q2 2013Q3 202342
Summit Asset Management, LLC 42425.26%7.35%8.93%Q2 2013Q3 202342
SIGNATUREFD, LLC 42420.00%0.06%0.20%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.10%1.02%Q2 2013Q3 202342
IMA Wealth, Inc. 42420.68%0.99%1.32%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
Marquette Asset Management, LLC 424215.52%19.81%24.96%Q2 2013Q3 202342
CABOT WEALTH MANAGEMENT INC 42420.05%0.26%0.88%Q2 2013Q3 202342
Mariner, LLC 42420.06%0.87%2.40%Q2 2013Q3 202342
DELTA ASSET MANAGEMENT LLC/TN 41410.02%0.02%0.03%Q3 2013Q3 202341
HENGEHOLD CAPITAL MANAGEMENT LLC 41410.46%4.25%10.80%Q3 2013Q3 202341
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2741.25%5.17%17.98%Q2 2013Q3 202340
Sequoia Financial Advisors, LLC 40400.04%0.69%4.67%Q4 2013Q3 202340
L. Roy Papp & Associates, LLP 2410.06%0.13%0.28%Q2 2013Q3 202340
Tradewinds Capital Management, LLC 40400.02%0.77%2.98%Q4 2013Q3 202340
Curbstone Financial Management Corp 40401.30%1.73%2.74%Q1 2014Q4 202340
US BANCORP \DE\ 40400.00%0.01%0.05%Q4 2013Q3 202340
JMG Financial Group, Ltd. 39390.07%0.17%0.40%Q1 2014Q3 202339
One Capital Management, LLC 39390.26%1.46%2.43%Q1 2014Q3 202339
Gemmer Asset Management LLC 39393.94%6.34%8.90%Q1 2014Q3 202339
Creative Planning 3360.00%0.02%0.05%Q4 2013Q3 202339
Apriem Advisors 3810.00%0.93%4.35%Q2 2013Q3 202339
OARSMAN CAPITAL, INC. 38380.15%0.31%0.77%Q2 2014Q3 202338
FAS Wealth Partners, Inc. 38380.87%2.88%7.16%Q2 2014Q3 202338
Cambridge Investment Research Advisors, Inc. 38380.01%0.11%0.27%Q2 2014Q3 202338
ROYAL BANK OF CANADA 3620.00%0.00%0.01%Q3 2013Q3 202338
Capital Directions Investment Advisors, LLC 3170.09%0.12%0.19%Q2 2013Q4 202238
Avior Wealth Management, LLC 25130.01%0.34%3.24%Q1 2014Q3 202338
Bartlett & Co. LLC 22160.00%0.05%0.09%Q2 2014Q4 202338
CITIGROUP INC 3410.00%0.00%0.00%Q1 2014Q3 202337
Evensky & Katz LLC 37370.03%0.07%0.22%Q3 2014Q3 202337
Financial Architects, Inc 3210.02%0.35%0.68%Q3 2013Q2 202337
Garde Capital, Inc. 3340.06%0.71%2.12%Q2 2014Q3 202337
PITTENGER & ANDERSON INC 37370.00%0.01%0.01%Q3 2014Q3 202337
Nadler Financial Group, Inc. 37370.56%2.92%5.24%Q3 2014Q3 202337
BANK OF MONTREAL /CAN/ 3520.00%0.00%0.00%Q2 2014Q3 202337
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2890.00%0.05%0.15%Q2 2014Q3 202337
Sigma Planning Corp 36360.12%0.26%0.74%Q4 2014Q3 202336
GW HENSSLER & ASSOCIATES LTD 36360.03%0.12%0.21%Q4 2014Q3 202336
VALLEY NATIONAL ADVISERS INC 36360.12%0.40%2.50%Q4 2014Q3 202336
Courage Miller Partners, LLC 36361.14%1.74%2.45%Q4 2014Q3 202336
MUFG Americas Holdings Corp 36360.00%0.32%0.77%Q4 2013Q3 202236
Cetera Advisor Networks LLC 36360.02%0.30%0.52%Q4 2014Q3 202336
Spectrum Asset Management, Inc. (NB/CA) 36363.01%7.06%11.11%Q4 2014Q3 202336
Koshinski Asset Management, Inc. 36360.37%1.66%3.67%Q4 2014Q3 202336
Wealth Architects, LLC 36360.09%0.21%0.37%Q4 2014Q3 202336
First Personal Financial Services 36360.79%1.43%2.84%Q4 2014Q3 202336
GOLDMAN SACHS GROUP INC 1610.00%0.00%0.01%Q3 2012Q3 202336
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202336
Cambridge Advisors Inc. 36360.49%0.86%1.23%Q4 2014Q3 202336
LVW Advisors, LLC 36360.26%2.03%3.07%Q4 2014Q3 202336
TCI Wealth Advisors, Inc. 35350.05%0.13%0.28%Q1 2015Q3 202335
Stratos Wealth Partners, LTD. 35350.06%0.20%0.33%Q1 2015Q3 202335
Sharkey, Howes & Javer 35350.06%2.12%15.29%Q1 2015Q3 202335
Eagle Capital Management, LLC 1470.36%1.04%3.91%Q4 2013Q3 202335
FIRST NATIONAL BANK OF OMAHA 3410.01%0.06%0.09%Q2 2014Q1 202335
Tower Research Capital LLC (TRC) 2920.00%0.07%0.30%Q4 2014Q3 202334
FC Advisory LLC 34340.37%0.49%0.93%Q3 2015Q4 202334
Financial Management Professionals, Inc. 34340.00%3.66%19.60%Q2 2015Q3 202334
Advisory Services Network, LLC 2760.00%0.08%0.22%Q2 2015Q3 202333
ROCKY MOUNTAIN ADVISERS, LLC 33330.18%0.69%0.98%Q3 2015Q3 202333
APPLETON GROUP, LLC 1950.23%13.19%41.34%Q2 2014Q3 202333
Parkside Financial Bank & Trust 33330.03%0.21%0.36%Q3 2015Q3 202333
JFS WEALTH ADVISORS, LLC 33330.45%1.12%1.91%Q3 2015Q3 202333
CAHILL FINANCIAL ADVISORS INC 33330.18%0.62%1.21%Q3 2015Q3 202333
UMB Bank, n.a. 33330.01%0.03%0.06%Q3 2015Q3 202333
Parsec Financial Management, Inc. 33330.02%1.09%2.23%Q1 2015Q1 202333
ZACKS INVESTMENT MANAGEMENT 1910.00%0.01%0.01%Q4 2014Q3 202332
Raymond James Financial Services Advisors, Inc. 1410.04%0.16%0.42%Q2 2013Q3 202332
BlackRock Inc. 32320.00%0.00%0.00%Q4 2015Q3 202332
PNC FINANCIAL SERVICES GROUP, INC. 2620.00%0.00%0.00%Q1 2015Q3 202332
Krilogy Financial LLC 3115.79%8.72%10.56%Q3 2015Q3 202332
DUNCKER STREETT & CO INC 32320.01%0.24%0.48%Q4 2015Q3 202332
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1830.10%0.54%1.26%Q2 2014Q3 202232
HighTower Advisors, LLC 3010.01%0.07%0.15%Q2 2013Q3 202331
Frontier Wealth Management LLC 31310.01%0.28%0.92%Q4 2014Q2 202231
Alliance Wealth Management Group 31310.52%0.93%2.09%Q4 2015Q2 202331
Ironwood Financial, llc 2340.04%0.06%0.10%Q4 2014Q3 202331
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 31310.00%0.00%0.00%Q1 2016Q3 202331
Sutton Wealth Advisors Inc. 31310.05%0.16%0.39%Q1 2016Q3 202331
Asset Dedication, LLC 2650.00%0.33%0.68%Q4 2015Q3 202331
NWAM LLC 19120.02%0.10%0.15%Q4 2015Q3 202331
Kelman-Lazarov, Inc. 31310.98%7.13%13.30%Q1 2016Q3 202331
Texas Yale Capital Corp. 31310.05%0.14%0.19%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.23%0.90%Q4 2015Q3 202331
MinichMacGregor Wealth Management, LLC 1440.72%5.45%8.52%Q4 2015Q3 202330
Domani Wealth, LLC 30300.11%0.20%0.58%Q4 2015Q1 202330
Cetera Advisors LLC 2730.02%0.17%0.36%Q1 2016Q3 202330
Burt Wealth Advisors 2010.01%0.22%1.88%Q4 2014Q3 202330
Clearwater Capital Advisors, LLC 30300.15%0.44%0.74%Q2 2016Q3 202330
Bristlecone Advisors, LLC 18120.14%0.26%0.73%Q1 2016Q3 202330
Stearns Financial Services Group 30300.21%0.40%0.50%Q2 2013Q3 202030
LOWE BROCKENBROUGH & CO INC 29290.04%0.54%2.65%Q3 2016Q3 202329
OPTIMUM INVESTMENT ADVISORS 2450.00%0.00%0.01%Q1 2014Q4 202329
CAPTRUST FINANCIAL ADVISORS 2720.02%0.14%0.30%Q4 2015Q3 202329
NORTHERN TRUST CORP 2610.00%0.00%0.00%Q1 2015Q3 202329
MONEYWISE, INC. 29290.19%0.24%0.32%Q3 2016Q3 202329
Covington Capital Management 29290.14%0.47%0.60%Q3 2015Q3 202229
SECURITY NATIONAL BANK OF SO DAK 2020.52%0.66%0.84%Q2 2016Q3 202328
McAdam, LLC 28286.93%8.86%10.43%Q4 2016Q3 202328
BLAIR WILLIAM & CO/IL 28280.00%0.01%0.01%Q4 2016Q3 202328
REILLY FINANCIAL ADVISORS, LLC 28280.01%0.26%0.52%Q1 2015Q4 202128
Blume Capital Management, Inc. 28280.01%0.02%0.05%Q4 2016Q3 202328
Financial Engines Advisors L.L.C. 28282.45%9.67%31.17%Q4 2016Q3 202328
Capital Investment Advisory Services, LLC 28280.09%0.47%1.23%Q4 2016Q3 202328
ALBION FINANCIAL GROUP /UT 18100.02%0.24%0.35%Q3 2016Q3 202328
Meridian Wealth Management, LLC 28280.23%0.46%1.22%Q4 2016Q3 202328
Atria Investments, Inc 14140.03%0.27%0.70%Q3 2016Q3 202328
Avantax Planning Partners, Inc. 282814.64%20.70%25.35%Q4 2016Q3 202328
Pacific Wealth Strategies Group, Inc. 28282.47%4.67%7.03%Q4 2016Q3 202328
COLDSTREAM CAPITAL MANAGEMENT INC 2440.06%0.37%0.74%Q3 2016Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.00%0.12%0.57%Q4 2016Q3 202328
Liberty Capital Management, Inc. 16120.07%0.51%0.72%Q3 2016Q3 202328
Jentner Corp 28280.45%0.65%0.94%Q4 2016Q3 202328
COLONY GROUP LLC 2710.02%0.06%0.10%Q4 2015Q3 202328
Patriot Financial Group Insurance Agency, LLC 28280.23%2.29%8.29%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.04%0.42%1.12%Q1 2016Q4 202228
SEI INVESTMENTS CO 2710.00%0.37%1.13%Q3 2015Q3 202328
BAILARD, INC. 28280.02%0.04%0.06%Q4 2016Q3 202328
HARTLINE INVESTMENT CORP/ 2040.03%0.18%0.57%Q3 2014Q1 202228
FINANCIAL COUNSELORS INC 28280.02%0.90%1.23%Q4 2016Q3 202328
FMR LLC 28280.00%0.00%0.00%Q4 2016Q3 202328
CWM, LLC 2080.00%0.43%0.77%Q3 2016Q3 202328
MATHER GROUP, LLC. 28280.19%8.20%12.17%Q4 2016Q3 202328
Global Retirement Partners, LLC 2070.01%0.11%0.27%Q4 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.26%1.02%Q2 2013Q4 201927
Private Advisor Group, LLC 27270.01%0.13%0.30%Q1 2017Q3 202327
Edge Wealth Management LLC 27270.10%0.21%0.32%Q2 2013Q4 201927
Savant Capital, LLC 27270.07%0.23%0.84%Q1 2017Q3 202327
Cetera Investment Advisers 27270.09%0.34%0.78%Q1 2017Q3 202327
AJ WEALTH STRATEGIES, LLC 27270.22%0.63%1.30%Q4 2016Q2 202327
Gradient Investments LLC 2020.00%0.00%0.01%Q2 2014Q3 202327
SVA Wealth Management, LLC 27270.09%0.16%0.24%Q2 2014Q4 202027
CENTRAL TRUST Co 27270.00%0.00%0.01%Q1 2017Q3 202327
LEVEL FOUR ADVISORY SERVICES, LLC 27270.01%0.03%0.07%Q4 2016Q2 202327
FIFTH THIRD BANCORP 2610.00%0.00%0.00%Q1 2016Q3 202327
Asset Planning Services, Ltd. 27270.10%0.15%0.24%Q2 2015Q4 202127
Kingsview Wealth Management, LLC 2060.13%0.93%3.03%Q1 2017Q3 202326
FAGAN ASSOCIATES, INC. 26260.06%0.39%0.98%Q2 2017Q3 202326
First Command Financial Services, Inc. 26260.00%0.00%0.01%Q1 2017Q2 202326
FRG Family Wealth Advisors LLC 26260.29%1.95%3.23%Q2 2017Q3 202326
Invst, LLC 26263.57%6.18%10.81%Q2 2017Q3 202326
SAGE FINANCIAL GROUP INC 26260.18%0.65%1.12%Q2 2017Q3 202326
SMITHBRIDGE ASSET MANAGEMENT INC/DE 26260.19%1.46%2.08%Q2 2017Q3 202326
VAUGHAN DAVID INVESTMENTS LLC/IL 26260.01%0.02%0.04%Q4 2014Q1 202126
OneDigital Investment Advisors LLC 26261.01%3.09%5.80%Q2 2017Q3 202326
AlphaStar Capital Management, LLC 26260.03%1.00%2.92%Q2 2017Q3 202326
B & T Capital Management DBA Alpha Capital Management 26262.62%3.85%9.29%Q2 2017Q3 202326
First Command Bank 26260.00%0.01%0.01%Q1 2017Q2 202326
Geneos Wealth Management Inc. 2120.00%0.03%0.45%Q1 2016Q3 202326
CLEAR INVESTMENT RESEARCH, LLC 26260.17%0.57%0.95%Q2 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.02%0.10%0.36%Q2 2017Q3 202326
J.P. Morgan Private Wealth Advisors LLC 26260.00%0.00%0.01%Q2 2017Q3 202326
Alpha Omega Wealth Management LLC 15110.00%0.06%0.11%Q4 2016Q3 202326
Ausdal Financial Partners, Inc. 26260.10%0.45%1.37%Q2 2017Q3 202326
JANE STREET GROUP, LLC 1010.00%0.02%0.10%Q1 2014Q4 202225
MERITAGE PORTFOLIO MANAGEMENT 2010.02%0.13%0.46%Q4 2016Q3 202325
D L CARLSON INVESTMENT GROUP INC 2210.06%0.16%0.32%Q3 2016Q3 202325
LINCOLN NATIONAL CORP 25250.02%0.04%0.06%Q3 2017Q3 202325
Voya Financial Advisors, Inc. 25250.30%0.71%0.85%Q1 2015Q1 202125
Linscomb & Williams, Inc. 25250.06%0.09%0.29%Q3 2017Q3 202325
Valeo Financial Advisors, LLC 25250.03%0.04%0.08%Q3 2017Q3 202325
Institute for Wealth Management, LLC. 1960.64%0.84%1.03%Q2 2017Q3 202325
B. Riley Wealth Advisors, Inc. 1910.00%0.05%0.16%Q2 2013Q3 202325
JANICZEK WEALTH MANAGEMENT, LLC 25250.12%1.33%7.78%Q3 2017Q3 202325
HoyleCohen, LLC 24240.21%0.28%0.38%Q4 2017Q3 202324
COUNTRY TRUST BANK 24240.00%0.00%0.00%Q1 2018Q4 202324
MONETA GROUP INVESTMENT ADVISORS LLC 24240.02%0.73%1.41%Q4 2017Q3 202324
YorkBridge Wealth Partners, LLC 24240.00%0.20%0.35%Q1 2017Q4 202224
AE Wealth Management LLC 24240.04%0.10%0.50%Q4 2017Q3 202324
Legacy Financial Strategies, LLC 24240.30%9.19%16.70%Q4 2017Q3 202324
Windsor Wealth Management, Inc. 24240.11%0.33%0.66%Q4 2017Q3 202324
Santori & Peters, Inc. 24240.58%2.12%3.39%Q4 2017Q3 202324
Lutz Financial Services LLC 24240.05%0.07%0.10%Q4 2017Q3 202324
Broadview Financial Management, LLC 24241.09%2.04%2.66%Q4 2017Q3 202324
Live Your Vision, LLC 24241.14%2.10%2.92%Q2 2013Q1 201924
OGOREK ANTHONY JOSEPH /NY/ /ADV 24240.03%0.79%2.29%Q4 2017Q3 202324
RKL Wealth Management LLC 24240.73%1.36%1.85%Q4 2017Q3 202324
Acorn Wealth Advisors, LLC 24240.22%0.40%0.88%Q4 2017Q3 202324
Vista Private Wealth Partners. LLC 2137.34%8.95%12.15%Q3 2017Q3 202324
Beacon Capital Management, Inc. 1590.00%0.00%0.00%Q3 2017Q3 202324
AdvisorNet Financial, Inc 24240.15%0.28%0.45%Q4 2017Q3 202324
Homrich & Berg 24240.07%0.23%0.34%Q4 2015Q3 202124
MARK SHEPTOFF FINANCIAL PLANNING, LLC 1590.00%0.01%0.03%Q3 2017Q3 202324
COOPER/HAIMS ADVISORS, LLC 24240.81%2.10%6.09%Q4 2017Q3 202324
Capital Investment Advisors, LLC 24240.01%0.01%0.02%Q1 2018Q4 202324
Carmichael Hill & Associates, Inc. 24240.57%0.70%0.90%Q4 2017Q3 202324
Mutual Advisors, LLC 24240.15%0.41%0.68%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.07%0.11%0.15%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.65%0.77%1.08%Q4 2017Q3 202324
Cutter & CO Brokerage, Inc. 2130.14%0.19%0.25%Q1 2017Q3 202324
RAYMOND JAMES & ASSOCIATES 2220.00%0.00%0.01%Q1 2016Q3 202324
Front Row Advisors LLC 24240.12%0.18%0.25%Q4 2017Q3 202324
Financial Advocates Investment Management 23230.04%0.22%0.40%Q1 2018Q3 202323
Tiller Private Wealth, Inc. 1940.16%0.27%0.60%Q4 2017Q3 202323
EP Wealth Advisors, LLC 2110.04%0.14%0.44%Q4 2013Q3 202323
Focused Wealth Management, Inc 23230.03%0.36%0.77%Q1 2018Q3 202323
SOUTH TEXAS MONEY MANAGEMENT LTD 23230.04%0.14%0.20%Q1 2014Q3 201923
Allen Capital Group, LLC 2030.07%0.26%0.75%Q4 2017Q3 202323
Bison Wealth, LLC 2210.00%0.30%0.77%Q4 2014Q2 202223
First Horizon Advisors, Inc. 2210.00%0.01%0.02%Q4 2014Q3 202323
Dynamic Advisor Solutions LLC 23230.06%0.36%0.57%Q1 2018Q3 202323
GLENMEDE TRUST CO NA 1850.00%0.00%0.00%Q3 2016Q3 202323
Advisory Alpha, LLC 1310.02%0.67%1.95%Q1 2017Q3 202323
CIBC Private Wealth Group, LLC 13100.00%0.00%0.01%Q4 2017Q3 202323
Diversified Trust Co 2030.02%0.03%0.04%Q1 2018Q4 202323
Cornerstone Wealth Management, LLC 2030.04%0.14%0.21%Q4 2017Q3 202323
Seneca House Advisors 1940.11%0.59%1.35%Q4 2017Q3 202323
First Bank & Trust 23230.02%0.04%0.05%Q4 2016Q2 202223
Good Life Advisors, LLC 23230.04%0.10%0.23%Q1 2018Q3 202323
CENTAURUS FINANCIAL, INC. 23230.02%0.15%0.35%Q1 2018Q3 202323
Carroll Financial Associates, Inc. 23230.00%0.00%0.00%Q2 2016Q4 202123
Chesapeake Wealth Management 23230.10%0.67%1.17%Q1 2018Q3 202323
Relaxing Retirement Coach 23231.25%2.96%6.57%Q4 2017Q2 202323
Brand Asset Management Group, Inc. 22220.24%0.86%1.61%Q2 2018Q3 202322
Blackhawk Capital Partners LLC. 2020.93%1.77%3.11%Q4 2017Q3 202322
LCNB CORP 22221.67%2.83%4.45%Q2 2018Q3 202322
WHITENER CAPITAL MANAGEMENT, INC. 1420.09%0.15%0.21%Q4 2017Q3 202322
Cypress Capital Management LLC (WY) 11110.00%0.44%2.55%Q4 2016Q3 202322
Laurel Wealth Advisors, Inc. 1750.08%0.57%1.86%Q2 2017Q4 202222
Continuum Advisory, LLC 1210.13%0.33%0.90%Q1 2017Q3 202322
TOTAL INVESTMENT MANAGEMENT INC 910.10%7.25%15.55%Q4 2016Q3 202322
Fund Evaluation Group, LLC 222211.68%17.36%22.74%Q2 2018Q3 202322
CLIFFORD SWAN INVESTMENT COUNSEL LLC 22220.01%0.02%0.02%Q2 2018Q3 202322
Csenge Advisory Group 22220.04%0.11%0.20%Q2 2018Q3 202322
Avidian Wealth Solutions, LLC 22220.02%0.07%0.27%Q4 2017Q1 202322
FINANCIAL LIFE ADVISORS 1390.23%0.30%0.37%Q4 2017Q3 202322
Towercrest Capital Management 22220.30%0.36%0.61%Q2 2018Q3 202322
Steward Partners Investment Advisory, LLC 1840.00%0.01%0.01%Q4 2017Q3 202322
HOWE & RUSLING INC 2110.00%0.00%0.00%Q4 2017Q2 202322
Pegasus Partners Ltd. 22220.07%0.56%2.92%Q2 2018Q3 202322
PINNACLE FINANCIAL PARTNERS INC 1910.01%0.01%0.03%Q3 2017Q3 202322
Simplicity Solutions, LLC 1310.01%0.13%0.70%Q4 2015Q3 202322
WHITTIER TRUST CO OF NEVADA INC 1660.00%0.00%0.00%Q1 2018Q3 202322
JOHNSON INVESTMENT COUNSEL INC 22220.01%0.04%0.08%Q2 2018Q3 202322
NewSquare Capital LLC 22220.00%0.00%0.01%Q2 2018Q3 202322
Sandy Spring Bank 1050.00%0.00%0.01%Q1 2016Q3 202321
Parallel Advisors, LLC 21210.01%0.01%0.02%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.06%0.39%0.98%Q3 2018Q3 202321
Burleson & Company, LLC 21210.52%1.02%1.47%Q4 2017Q4 202221
Clark Capital Management Group, Inc. 1740.09%0.24%0.58%Q2 2018Q3 202321
Starfire Investment Advisers, Inc. 11101.67%1.88%2.26%Q1 2015Q2 202021
PFG Advisors 1650.15%0.29%0.44%Q1 2018Q3 202321
Keystone Financial Group 1920.09%0.29%0.50%Q2 2018Q3 202321
BUCKINGHAM STRATEGIC WEALTH, LLC 1920.02%0.07%0.21%Q2 2018Q3 202321
Mokosak Advisory Group, LLC 21210.80%13.10%18.86%Q3 2018Q3 202321
Janney Montgomery Scott LLC 21210.00%0.01%0.01%Q3 2018Q3 202321
WEALTHSOURCE PARTNERS, LLC 1050.02%0.20%0.63%Q4 2016Q3 202321
HARVEST GROUP WEALTH MANAGEMENT, LLC 1380.05%2.85%12.78%Q4 2017Q1 202321
Northwest Capital Management Inc 2010.19%0.35%0.66%Q4 2017Q3 202321
Westbourne Investment Advisors, Inc. 21210.16%1.04%1.78%Q3 2018Q3 202321
MILLENNIUM MANAGEMENT LLC 810.00%0.00%0.00%Q1 2015Q3 202321
Kalos Management, Inc. 1530.18%0.91%2.00%Q4 2017Q2 202321
BDO Wealth Advisors, LLC 1730.00%0.01%0.03%Q2 2018Q2 202320
Beacon Pointe Advisors, LLC 20200.43%0.77%1.50%Q4 2018Q3 202320
BENJAMIN F. EDWARDS & COMPANY, INC. 1820.00%0.03%0.15%Q3 2016Q3 202320
Financial Advisors, LLC 20200.40%6.70%16.97%Q4 2018Q3 202320
Regent Investment Management LLC 20200.08%0.12%0.14%Q1 2018Q4 202220
SevenBridge Financial Group, LLC 20200.00%0.15%0.33%Q4 2018Q3 202320
USAdvisors Wealth Management, LLC 1410.13%3.34%6.45%Q4 2017Q3 202320
HHM Wealth Advisors, LLC 202010.27%12.31%15.62%Q4 2018Q3 202320
ASSETMARK, INC 1910.00%0.28%0.37%Q2 2018Q3 202320
ACCESS FINANCIAL SERVICES, INC. 20200.23%0.34%0.55%Q4 2018Q3 202320
HBK Sorce Advisory LLC 20200.03%0.05%0.09%Q4 2018Q3 202320
Perigon Wealth Management, LLC 1610.00%0.37%0.78%Q3 2011Q3 202320
Vantage Investment Advisors, LLC 20200.01%0.04%0.11%Q4 2013Q3 201820
MARSHALL FINANCIAL GROUP INC /ADV 20207.96%9.52%10.98%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.01%0.01%0.02%Q4 2018Q3 202320
Gratus Capital, LLC 20200.02%0.80%4.17%Q4 2018Q3 202320
Global Strategic Investment Solutions, LLC 20201.13%4.15%6.69%Q4 2018Q3 202320
Anchor Investment Management, LLC 1910.00%0.02%0.03%Q4 2018Q4 202320
Integrated Investment Consultants, LLC 20200.10%0.49%1.82%Q4 2018Q3 202320
BOYS ARNOLD & CO INC 1640.08%0.11%0.17%Q1 2015Q1 202020
Reitz Capital Advisors LLC 20200.21%14.11%21.73%Q4 2018Q3 202320
Foster Victor Wealth Advisors, LLC 20200.32%1.09%2.36%Q4 2018Q3 202320
MANAGED ACCOUNT SERVICES INC 20200.76%1.19%1.64%Q4 2016Q3 202120
Ackerman Capital Advisors, LLC 1410.00%2.25%6.52%Q1 2018Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.02%0.11%0.16%Q4 2017Q4 202220
Van Hulzen Asset Management, LLC 20200.02%0.04%0.08%Q4 2018Q3 202320
Strategic Family Wealth Counselors, L.L.C. 20202.80%3.71%4.91%Q4 2018Q3 202320
CRA Financial Services, LLC 20202.16%3.29%4.41%Q4 2018Q3 202320
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 20208.10%10.66%12.46%Q4 2018Q3 202320
GenWealth Group, Inc. 1910.09%0.48%0.69%Q3 2018Q3 202320
NEXT Financial Group, Inc 1110.00%0.02%0.11%Q4 2015Q4 202120
ALTFEST L J & CO INC 20200.08%0.14%0.20%Q4 2018Q3 202320
Larson Financial Group LLC 20200.01%0.01%0.02%Q4 2018Q3 202320
Pensionmark Financial Group, LLC 20200.33%2.71%4.67%Q4 2018Q3 202320
Segment Wealth Management, LLC 20200.06%0.08%0.11%Q4 2018Q3 202320
PRIVATE CAPITAL MANAGEMENT LLC 20200.36%0.83%1.34%Q4 2018Q3 202320
Whitegate Investment Counselors, Inc. 20200.06%0.12%0.16%Q4 2016Q3 202120
BerganKDV Wealth Management, LLC 1550.01%0.61%1.31%Q2 2018Q2 202320
Total Wealth Planning, LLC 20201.58%2.94%4.23%Q4 2018Q3 202320
JPMORGAN CHASE & CO 20200.00%0.00%0.01%Q4 2018Q3 202320
Old Port Advisors 1810.90%1.46%1.90%Q2 2018Q3 202320
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 20201.53%5.69%11.08%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.05%0.14%0.24%Q4 2018Q3 202320
Chicago Partners Investment Group LLC 1410.01%0.08%0.19%Q2 2017Q3 202320
FLAGSHIP HARBOR ADVISORS, LLC 20200.01%0.03%0.04%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.07%0.22%Q4 2017Q3 202220
Modera Wealth Management, LLC 1910.02%0.07%0.41%Q3 2018Q3 202320
Stratos Wealth Advisors, LLC 20200.97%2.24%4.88%Q4 2018Q3 202320
Prestige Wealth Management Group LLC 20200.40%0.76%1.52%Q4 2018Q3 202320
HCR Wealth Advisors 1640.17%0.63%0.81%Q2 2018Q3 202320
Ancora Advisors LLC 20200.02%0.02%0.02%Q4 2018Q3 202320
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 10100.02%0.04%0.07%Q3 2018Q3 202320
Black Diamond Financial, LLC 20200.28%1.12%3.08%Q4 2018Q3 202320
ACG Wealth 1010.03%0.04%0.06%Q4 2013Q3 202220
Trek Financial, LLC 20200.03%0.07%0.19%Q4 2018Q3 202320
WOLVERINE TRADING, LLC 610.00%0.00%0.00%Q2 2017Q3 202319
KEYBANK NATIONAL ASSOCIATION/OH 19190.00%0.00%0.00%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.07%0.34%0.69%Q1 2019Q3 202319
Dorsey & Whitney Trust CO LLC 19190.03%0.04%0.06%Q1 2019Q3 202319
Schneider Downs Wealth Management Advisors, LP 19191.55%4.34%6.26%Q1 2019Q3 202319
SignalPoint Asset Management, LLC 19190.10%0.17%0.22%Q1 2019Q3 202319
Summit Financial Strategies, Inc. 1810.14%0.19%0.25%Q4 2018Q3 202319
Prime Capital Investment Advisors, LLC 19190.02%1.50%3.39%Q1 2019Q3 202319
Gladstone Institutional Advisory LLC 19190.20%1.44%3.62%Q1 2019Q3 202319
STRATEGIC CAPITAL ADVISERS, INC. 19190.24%0.32%0.40%Q4 2017Q2 202219
Princeton Global Asset Management LLC 19190.09%0.16%0.37%Q1 2019Q3 202319
PRIVATE ASSET MANAGEMENT INC 1810.03%0.05%0.07%Q3 2018Q2 202319
THRIVENT FINANCIAL FOR LUTHERANS 19190.04%0.06%0.10%Q1 2019Q3 202319
Wealthspire Advisors, L.P. 1810.01%0.07%0.18%Q4 2015Q3 202019
Opes Wealth Management LLC 19191.84%3.64%7.63%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Omega Financial Group, LLC 19190.11%0.35%0.61%Q1 2019Q3 202319
Integrated Wealth Concepts LLC 1720.07%0.21%0.50%Q4 2018Q3 202319
Investors Research Corp 19190.03%0.09%0.18%Q1 2019Q3 202319
Peachtree Investment Partners, LLC 1270.92%3.90%9.53%Q4 2018Q3 202319
STIFEL FINANCIAL CORP 19190.00%0.01%0.03%Q1 2019Q3 202319
ARTHUR M. COHEN & ASSOCIATES, LLC 19190.11%0.13%0.16%Q1 2019Q3 202319
Legend Financial Advisors, Inc. 1090.52%1.20%3.73%Q4 2018Q3 202319
Lenox Wealth Management, Inc. 19190.00%0.01%0.04%Q4 2015Q2 202019
CULLEN/FROST BANKERS, INC. 19190.00%0.00%0.00%Q1 2019Q3 202319
Joseph P. Lucia & Associates, LLC 19191.65%2.52%3.18%Q1 2019Q3 202319
Avestar Capital, LLC 18180.09%0.66%1.17%Q4 2017Q1 202218
Founders Capital Management 1310.00%0.02%0.02%Q4 2018Q4 202318
Broadleaf Partners, LLC 18180.20%1.40%2.90%Q2 2019Q3 202318
IHT Wealth Management, LLC 920.02%0.12%0.38%Q4 2017Q3 202318
Murphy, Middleton, Hinkle & Parker, Inc. 18180.22%1.21%2.08%Q2 2019Q3 202318
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1170.03%0.04%0.06%Q1 2019Q3 202318
Heritage Wealth Advisors 18180.02%0.03%0.07%Q2 2019Q3 202318
Cerity Partners LLC 18180.02%0.05%0.18%Q2 2019Q3 202318
LEAVELL INVESTMENT MANAGEMENT, INC. 18180.02%0.05%0.08%Q2 2019Q3 202318
COLTON GROOME FINANCIAL ADVISORS, LLC 18180.39%4.33%13.10%Q2 2019Q3 202318
MBM Wealth Consultants, LLC 18180.01%0.02%0.03%Q4 2018Q1 202318
SOL Capital Management CO 18180.06%0.08%0.13%Q2 2019Q3 202318
First Allied Advisory Services, Inc. 1610.01%0.03%0.09%Q4 2014Q3 202018
StoneX Group Inc. 1620.09%0.21%0.37%Q1 2018Q2 202318
MANUFACTURERS LIFE INSURANCE COMPANY, THE 660.00%0.02%0.05%Q1 2015Q4 202018
Bogart Wealth, LLC 1530.04%0.29%0.58%Q4 2017Q3 202318
Belpointe Asset Management LLC 1710.04%0.11%0.44%Q3 2018Q3 202318
Asset Management Group, Inc. 18180.12%0.15%0.17%Q2 2019Q3 202318
Steinberg Global Asset Management 18180.12%0.19%0.37%Q4 2014Q1 201918
SUN LIFE FINANCIAL INC 1440.01%0.08%0.46%Q4 2015Q2 202018
Cedar Brook Financial Partners, LLC 1440.12%0.24%0.56%Q1 2019Q3 202318
COMMERCE BANK 1080.00%0.00%0.01%Q2 2017Q3 202318
Verdence Capital Advisors LLC 18180.16%1.04%2.36%Q2 2019Q3 202318
Shorepoint Capital Partners LLC 991.74%3.17%4.32%Q1 2019Q3 202318
BERKSHIRE ASSET MANAGEMENT LLC/PA 1260.05%0.20%0.42%Q1 2019Q3 202318
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 18180.01%0.03%0.22%Q2 2019Q3 202318
STALEY CAPITAL ADVISERS INC 1310.01%0.03%0.12%Q3 2018Q3 202317
Rockefeller Capital Management L.P. 1340.00%0.02%0.04%Q2 2019Q3 202317
Aptus Capital Advisors, LLC 17170.00%0.01%0.01%Q3 2019Q3 202317
CHARTIST INC /CA/ 830.13%0.31%0.62%Q3 2018Q3 202317
Financial Advisors Network, Inc. 1611.01%3.55%5.00%Q1 2019Q3 202317
PIERSHALE FINANCIAL GROUP, INC. 813.42%8.82%14.00%Q3 2014Q2 202317
Camelot Portfolios, LLC 1160.10%0.28%0.47%Q4 2017Q3 202217
Global Wealth Management Investment Advisory, Inc. 1520.00%0.00%0.00%Q4 2018Q3 202317
PATTON ALBERTSON MILLER GROUP, LLC 17170.04%0.19%0.33%Q2 2019Q2 202317
RESTON WEALTH MANAGEMENT LLC 17170.68%2.35%3.06%Q3 2019Q3 202317
Allworth Financial LP 1120.00%0.01%0.05%Q1 2017Q3 202317
MONTAG & CALDWELL, LLC 1160.01%0.05%0.16%Q2 2019Q3 202317
Paradigm Financial Advisors, LLC 1210.01%0.08%0.10%Q1 2014Q4 202117
1832 Asset Management L.P. 17170.00%0.00%0.00%Q3 2019Q3 202317
GREAT VALLEY ADVISOR GROUP, INC. 17170.04%0.09%0.25%Q3 2019Q3 202317
Lantz Financial LLC 1430.11%0.15%0.19%Q2 2019Q3 202317
Tranquility Partners, LLC 1430.14%0.25%0.41%Q2 2019Q3 202317
GILL CAPITAL PARTNERS, LLC 1613.72%4.50%5.05%Q4 2018Q4 202317
FORT PITT CAPITAL GROUP, LLC 17171.53%4.85%6.34%Q3 2019Q3 202317
Barrett Asset Management, LLC 17170.00%0.00%0.00%Q4 2017Q4 202117
Systelligence, LLC 17173.02%5.24%9.36%Q4 2019Q4 202317
AlphaCore Capital LLC 16160.00%0.03%0.15%Q4 2019Q3 202316
Adero Partners, LLC 16160.05%0.72%2.22%Q4 2019Q3 202316
ROVIN CAPITAL /UT/ /ADV 16162.54%6.56%12.02%Q4 2019Q3 202316
Corbenic Partners LLC 16160.03%1.26%2.65%Q1 2014Q4 201716
Marotta Asset Management 1330.22%0.48%1.05%Q4 2019Q4 202316
Integrated Advisors Network LLC 16160.11%0.29%0.42%Q4 2019Q3 202316
MCF Advisors LLC 1310.00%0.05%0.14%Q4 2013Q3 202316
ARBOR TRUST WEALTH ADVISORS, LLC 16161.35%2.76%4.31%Q4 2019Q3 202316
Royal Fund Management, LLC 16160.02%0.55%0.79%Q4 2019Q3 202316
Harborview Advisors, LLC 16165.86%8.12%10.35%Q4 2017Q3 202116
Sowell Financial Services LLC 1020.00%0.25%0.96%Q4 2018Q1 202316
Visionary Wealth Advisors 16161.84%3.38%5.25%Q4 2019Q3 202316
Plante Moran Financial Advisors, LLC 510.00%0.01%0.02%Q2 2016Q3 202316
BB&T SECURITIES, LLC 1330.01%0.21%0.46%Q2 2015Q3 201916
Newport Wealth Strategies, Inc. 16166.66%9.20%12.97%Q4 2017Q3 202116
Evercore Wealth Management, LLC 16160.04%0.04%0.04%Q4 2019Q3 202316
GPM Growth Investors, Inc. 16164.10%4.98%6.38%Q4 2019Q3 202316
Brinker Capital Investments, LLC 1310.00%0.05%0.10%Q2 2013Q2 201916
55I, LLC 16160.07%0.24%0.95%Q4 2018Q3 202216
MBE Wealth Management, LLC 16160.22%0.28%0.39%Q4 2019Q3 202316
LifeSteps Financial, Inc. 16160.46%0.54%0.58%Q4 2019Q3 202316
Mayfair Advisory Group, LLC 16162.51%6.39%9.24%Q4 2019Q3 202316
WASHINGTON TRUST Co 1510.00%0.00%0.00%Q2 2018Q3 202316
BALLAST ADVISORS LLC 16166.29%8.07%11.26%Q4 2019Q3 202316
Annex Advisory Services, LLC 16160.01%0.03%0.07%Q4 2019Q3 202316
Fusion Capital, LLC 16160.48%0.66%0.90%Q4 2019Q3 202316
Curtis Advisory Group, LLC 16163.25%4.62%5.53%Q4 2019Q3 202316
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1410.77%3.61%27.57%Q4 2018Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.85%1.14%1.40%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.02%0.06%0.10%Q4 2019Q3 202316
KCM INVESTMENT ADVISORS LLC 16160.02%0.02%0.03%Q4 2019Q3 202316
Sullivan, Bruyette, Speros & Blaney, LLC 16160.07%0.15%0.25%Q2 2017Q1 202116
Ascension Capital Advisors, Inc. 16160.15%1.33%6.67%Q4 2019Q3 202316
SIMON QUICK ADVISORS, LLC 740.00%0.04%0.10%Q1 2019Q3 202316
Affinity Capital Advisors, LLC 16161.89%4.08%8.51%Q4 2019Q3 202316
Sculati Wealth Management, LLC 16162.72%3.25%3.82%Q4 2019Q3 202316
PSI Advisors, LLC 16160.03%0.15%0.40%Q4 2019Q3 202316
Column Capital Advisors, LLC 16160.01%0.01%0.01%Q4 2019Q3 202316
NWK Group, Inc. 16160.03%0.14%0.23%Q4 2019Q3 202316
Sunbelt Securities, Inc. 1310.06%1.27%2.98%Q4 2016Q3 202316
RBA Wealth Management, LLC 880.16%0.19%0.22%Q1 2019Q3 202316
HighMark Wealth Management LLC 16160.02%0.02%0.05%Q4 2019Q3 202316
Laidlaw Wealth Management LLC 16161.42%2.00%2.76%Q4 2019Q3 202316
SPRENG CAPITAL MANAGEMENT, INC. 16161.65%2.99%3.71%Q4 2019Q3 202316
Indie Asset Partners, LLC 16160.77%1.85%4.52%Q4 2019Q3 202316
Aurora Private Wealth, Inc. 16160.07%0.21%0.43%Q4 2019Q3 202316
R. W. Roge & Company, Inc. 16160.68%1.07%1.49%Q4 2019Q3 202316
Cedar Mountain Advisors, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
People's United Financial, Inc. 1060.00%0.01%0.01%Q1 2016Q3 202016
ISLAY CAPITAL MANAGEMENT, LLC 16160.73%1.02%1.44%Q4 2019Q3 202316
MISSION WEALTH MANAGEMENT, LP 16160.02%0.02%0.03%Q4 2019Q3 202316
BADGLEY PHELPS & BELL INC 16160.01%0.02%0.02%Q3 2017Q2 202116
SRS Capital Advisors, Inc. 1060.00%0.02%0.16%Q3 2019Q3 202316
John W. Brooker & Co., CPAs 16161.52%2.67%3.51%Q4 2019Q3 202316
Klingman & Associates, LLC 16160.03%0.04%0.07%Q4 2019Q3 202316
Bank of New York Mellon Corp 1310.00%0.00%0.00%Q4 2015Q3 202316
WealthPLAN Partners, LLC 910.02%0.04%0.08%Q4 2017Q4 202316
XML Financial, LLC 16161.96%3.26%4.74%Q4 2019Q3 202316
EWG Elevate Inc. 16160.22%1.69%4.67%Q4 2019Q3 202316
Element Wealth, LLC 16160.32%1.05%3.02%Q4 2019Q3 202316
Pinnacle Bancorp, Inc. 1510.00%0.06%0.10%Q4 2018Q3 202316
TRUIST FINANCIAL CORP 16160.06%0.10%0.14%Q4 2019Q3 202316
Savior LLC 16160.00%0.06%0.23%Q4 2019Q3 202316
AVANTAX ADVISORY SERVICES, INC. 16160.01%0.13%0.24%Q4 2019Q3 202316
Ameritas Investment Partners, Inc. 15150.00%0.00%0.00%Q1 2020Q3 202315
MGO ONE SEVEN LLC 1140.05%0.19%0.53%Q3 2019Q3 202315
SkyOak Wealth, LLC 1410.18%1.57%3.52%Q4 2019Q3 202315
Cedar Wealth Management, LLC 15150.26%0.34%0.42%Q1 2020Q3 202315
Accredited Investors Inc. 15150.04%0.06%0.10%Q1 2020Q3 202315
CVA Family Office, LLC 15150.04%0.07%0.12%Q1 2020Q3 202315
OLD NATIONAL BANCORP /IN/ 710.01%0.02%0.03%Q1 2017Q3 202315
J.W. COLE ADVISORS, INC. 870.02%0.33%1.39%Q4 2019Q3 202315
DONALDSON CAPITAL MANAGEMENT, LLC 15150.02%0.03%0.13%Q1 2020Q3 202315
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 1410.02%0.02%0.02%Q4 2019Q3 202315
Pinnacle Family Advisors, LLC 1230.37%1.20%3.69%Q2 2017Q3 202315
Gray Wealth Management Inc. 15150.23%0.34%0.49%Q1 2020Q3 202315
Chevy Chase Trust Holdings, LLC 810.00%0.02%0.06%Q4 2014Q4 201915
Souders Financial Advisors 15150.66%2.99%4.75%Q1 2020Q3 202315
Retirement Group, LLC 1410.04%0.07%0.12%Q4 2019Q3 202315
Strategic Advisors LLC 1120.11%0.48%1.44%Q3 2015Q1 202215
Modus Advisors, LLC 15150.60%2.24%3.72%Q2 2020Q4 202315
Cubic Asset Management, LLC 15150.08%0.10%0.11%Q1 2020Q3 202315
DUBUQUE BANK & TRUST CO 1230.00%0.00%0.00%Q1 2014Q1 201815
Lowe Wealth Advisors, LLC 870.01%0.02%0.04%Q4 2017Q4 202115
Western Wealth Management, LLC 810.03%0.11%0.19%Q3 2019Q3 202315
HC Advisors, LLC 1412.15%2.51%3.28%Q4 2019Q3 202315
Arkadios Wealth Advisors 1050.00%0.12%0.49%Q4 2019Q3 202315
Disciplined Investments, LLC 15150.02%0.04%0.06%Q4 2019Q2 202315
Glassman Wealth Services 1140.00%0.02%0.04%Q2 2019Q3 202315
CAROLINAS WEALTH CONSULTING LLC 15150.08%0.13%0.18%Q1 2020Q3 202315
Triton Wealth Management, PLLC 151512.16%20.03%26.92%Q1 2020Q3 202315
SIMPLEX TRADING, LLC 710.00%0.00%0.01%Q4 2014Q3 202315
SMITH CHAS P & ASSOCIATES PA CPAS 1410.02%0.03%0.04%Q4 2019Q3 202315
MADDEN SECURITIES Corp 1411.62%2.45%3.44%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.58%0.80%0.90%Q1 2020Q3 202315
Winfield Associates, Inc. 15150.01%0.01%0.01%Q2 2014Q4 201715
Renaissance Technologies 510.00%0.00%0.00%Q2 2018Q3 202315
Advisor Group, Inc. 15150.00%0.02%0.08%Q2 2016Q4 201915
Southern Wealth Management, LLP 14140.12%0.30%0.49%Q4 2019Q1 202314
Regal Investment Advisors LLC 1220.00%0.05%0.08%Q1 2015Q3 202314
Clearstead Advisors, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
Summit Financial, LLC 14140.12%0.31%0.39%Q2 2020Q3 202314
RFG Advisory, LLC 14140.05%0.37%0.77%Q2 2020Q3 202314
SHINE INVESTMENT ADVISORY SERVICES INC 14140.33%0.41%0.54%Q2 2017Q3 202014
Baird Financial Group, Inc. 1220.00%0.00%0.03%Q4 2019Q3 202314
BCS Wealth Management 1310.21%0.28%0.43%Q1 2020Q3 202314
PARK AVENUE SECURITIES LLC 14140.02%0.17%0.31%Q2 2020Q3 202314
Bigelow Investment Advisors, LLC 14140.90%1.23%1.62%Q2 2020Q3 202314
ENTERPRISE FINANCIAL SERVICES CORP 14142.31%6.03%6.77%Q1 2019Q2 202214
American Money Management, LLC 14140.06%0.10%0.16%Q2 2020Q3 202314
Provident Wealth Management, LLC 14140.12%3.89%9.18%Q2 2020Q3 202314
AMI INVESTMENT MANAGEMENT INC 14140.54%1.72%2.86%Q2 2020Q3 202314
Ruggie Capital Group 910.03%0.06%0.10%Q4 2014Q3 201814
BELLEVUE ASSET MANAGEMENT, LLC 14140.02%0.02%0.03%Q2 2020Q3 202314
Proficio Capital Partners LLC 14140.04%0.05%0.07%Q1 2016Q2 201914
Apexium Financial, LP 1310.13%0.52%2.12%Q1 2020Q3 202314
Edge Capital Group, LLC 14140.02%0.13%0.18%Q4 2018Q1 202214
Hudock, Inc. 1130.01%0.08%0.11%Q1 2020Q3 202314
CAPITAL INSIGHT PARTNERS, LLC 14140.10%0.21%0.34%Q2 2020Q3 202314
COZAD ASSET MANAGEMENT INC 14140.06%0.10%0.12%Q2 2020Q3 202314
CALTON & ASSOCIATES, INC. 810.04%0.12%0.41%Q2 2019Q3 202314
Leicht Financial Planning & Wealth Management, Inc. 14140.44%3.94%11.20%Q4 2016Q1 202014
Commonwealth Equity Services, Inc 14140.00%0.04%0.07%Q2 2014Q3 201714
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 1310.15%0.20%0.31%Q1 2020Q3 202314
Brio Consultants, LLC 1310.06%3.40%9.92%Q4 2019Q3 202314
CAPITAL ADVISORS INC/OK 14140.01%0.01%0.01%Q2 2020Q3 202314
Timber Hill LLC 860.00%0.01%0.05%Q3 2013Q4 201714
Exchange Capital Management, Inc. 710.01%0.04%0.06%Q1 2018Q3 202314
Private Vista, LLC 910.37%0.56%1.13%Q3 2016Q2 202014
Costello Asset Management, INC 14140.00%0.00%0.01%Q2 2020Q3 202314
Eudaimonia Partners, LLC 770.17%0.54%1.04%Q1 2020Q3 202314
Arkos Global Advisors 14140.05%0.10%0.14%Q2 2020Q3 202314
Hexagon Capital Partners LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
True North Advisors, LLC 620.43%1.04%1.72%Q4 2019Q3 202313
Guidant Wealth Advisors 13130.83%3.82%6.50%Q3 2016Q3 201913
Miracle Mile Advisors, LLC 13130.22%0.46%0.59%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.26%0.39%0.64%Q3 2020Q3 202313
PACES FERRY WEALTH ADVISORS, LLC 13132.07%3.61%4.54%Q3 2020Q3 202313
PRUDENTIAL FINANCIAL INC 760.00%0.00%0.02%Q4 2018Q3 202313
TRUST CO OF VERMONT 1210.00%0.00%0.00%Q3 2015Q1 202013
Pflug Koory, LLC 13130.03%0.05%0.06%Q3 2020Q3 202313
MASSMUTUAL TRUST CO FSB/ADV 1110.00%0.01%0.05%Q3 2019Q4 202313
Stonebridge Capital Advisors LLC 1120.00%0.00%0.01%Q1 2020Q3 202313
VALENTINE VENTURES LLC 942.88%6.91%25.76%Q4 2014Q3 201913
SteelPeak Wealth, LLC 13130.02%0.02%0.04%Q4 2019Q4 202213
Apollon Wealth Management, LLC 1210.00%0.42%0.73%Q2 2020Q3 202313
Hoese & Co LLP 13130.80%1.20%2.69%Q4 2020Q4 202313
Wealthcare Advisory Partners LLC 910.00%0.01%0.05%Q1 2018Q3 202313
EVERMAY WEALTH MANAGEMENT LLC 13130.03%0.04%0.05%Q3 2020Q3 202313
Patten Group, Inc. 13130.00%0.02%0.05%Q4 2015Q4 201813
Orion Portfolio Solutions, LLC 1030.00%0.02%0.03%Q4 2019Q3 202313
D.A. DAVIDSON & CO. 620.00%0.02%0.06%Q1 2015Q3 202313
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 13130.37%0.48%0.62%Q3 2020Q3 202313
Almanack Investment Partners, LLC. 1110.05%1.07%4.36%Q2 2018Q1 202313
YHB Investment Advisors, Inc. 13130.55%0.67%0.80%Q3 2020Q3 202313
IndexIQ Advisors LLC 13130.00%0.08%0.19%Q1 2019Q1 202213
Wealthspire Advisors, LLC 1210.01%0.01%0.01%Q1 2020Q3 202313
INVESTMENT CENTERS OF AMERICA INC 13130.05%0.12%0.32%Q3 2014Q3 201713
Perennial Advisors, LLC 910.00%0.01%0.01%Q4 2016Q2 202113
VALICENTI ADVISORY SERVICES INC 13130.10%0.22%0.46%Q3 2020Q3 202313
Mine & Arao Wealth Creation & Management, LLC. 13130.03%0.04%0.04%Q1 2020Q1 202313
HOHIMER WEALTH MANAGEMENT, LLC 13130.05%0.06%0.08%Q3 2020Q3 202313
RMB Capital Management, LLC 930.01%0.01%0.01%Q3 2020Q3 202312
Retirement Planning Group, LLC 1020.02%2.82%10.62%Q3 2019Q3 202312
BROWN ADVISORY INC 1020.00%0.00%0.00%Q4 2019Q3 202312
TrueWealth Advisors, LLC 12120.34%1.03%4.88%Q4 2020Q3 202312
Capital Asset Advisory Services LLC 12120.00%0.00%0.01%Q4 2019Q3 202212
Everhart Financial Group, Inc. 12123.12%4.46%6.72%Q4 2020Q3 202312
Northern Capital Management, Inc. 121218.61%21.48%32.12%Q4 2020Q3 202312
MARIETTA INVESTMENT PARTNERS LLC 1110.08%0.13%0.16%Q2 2017Q3 202012
Sovereign Financial Group, Inc. 12120.29%1.64%3.16%Q4 2020Q3 202312
McCarthy Asset Management, Inc. 12123.20%4.27%5.60%Q4 2020Q3 202312
Johnson Financial Group, Inc. 1110.01%0.01%0.02%Q2 2018Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
Veery Capital, LLC 12122.19%2.54%2.98%Q4 2020Q3 202312
Signet Investment Advisory Group, Inc. 12120.41%0.72%0.82%Q4 2020Q3 202312
Well Done, LLC 1110.06%0.33%0.54%Q4 2017Q4 202112
RETIREMENT INCOME SOLUTIONS, INC 12120.15%0.21%0.29%Q4 2020Q3 202312
Roundview Capital LLC 12120.03%0.04%0.04%Q4 2020Q3 202312
COLLECTIVE FAMILY OFFICE LLC 12120.10%0.83%4.25%Q4 2020Q3 202312
FLOW TRADERS U.S. LLC 510.01%0.06%0.15%Q3 2016Q1 202212
Goepper Burkhardt LLC 121210.49%12.07%13.20%Q4 2020Q3 202312
Compass Advisory Group LLC 12120.58%3.28%7.34%Q4 2020Q3 202312
Smith Anglin Financial, LLC 12120.44%1.54%6.14%Q4 2020Q3 202312
BESSEMER GROUP INC 1110.00%0.00%0.00%Q1 2019Q3 202312
Delphi Private Advisors LLC 12120.06%0.08%0.13%Q4 2015Q3 201812
TriaGen Wealth Management LLC 12121.86%2.63%3.38%Q4 2020Q3 202312
Lenox Wealth Advisors, LLC 12120.02%0.03%0.03%Q2 2019Q1 202212
Financial Services Advisory Inc 411.68%3.48%5.46%Q2 2018Q3 202312
Flagship Private Wealth, LLC 12120.21%0.31%0.44%Q4 2020Q3 202312
REGIONS FINANCIAL CORP 610.00%0.00%0.01%Q4 2017Q3 202212
Capital Planning LLC 12126.31%7.21%8.19%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12121.85%2.86%4.00%Q4 2020Q3 202312
IVC Wealth Advisors LLC 12120.21%0.34%0.76%Q4 2020Q3 202312
Bond & Devick Financial Network, Inc. 12120.20%0.30%0.46%Q4 2020Q3 202312
AMG National Trust Bank 930.01%0.02%0.06%Q2 2020Q3 202312
Aprio Wealth Management, LLC 750.18%0.43%1.17%Q4 2019Q3 202312
WT Wealth Management 12120.14%0.40%0.71%Q3 2019Q2 202212
Northeast Financial Group, Inc. 12125.50%6.70%8.53%Q4 2020Q3 202312
Grant/GrossMendelsohn, LLC 12121.01%2.25%4.51%Q4 2020Q3 202312
DHJJ Financial Advisors, Ltd. 12122.79%3.26%3.56%Q4 2020Q3 202312
Game Plan Financial Advisors, LLC 1022.93%3.44%4.78%Q4 2019Q4 202212
TD Capital Management LLC 750.00%0.01%0.01%Q2 2020Q3 202312
Fountainhead AM, LLC 12125.34%6.46%7.56%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12123.58%4.60%5.87%Q4 2020Q3 202312
Smith, Salley & Associates 12120.02%0.02%0.03%Q4 2020Q3 202312
Harbor Group, Inc. 12129.01%11.28%13.41%Q4 2020Q3 202312
Pinkerton Retirement Specialists, LLC 1110.00%2.13%3.54%Q4 2017Q4 202012
MAI Capital Management 12120.02%0.11%0.54%Q4 2020Q3 202312
Golden State Wealth Management, LLC 750.05%0.09%0.21%Q1 2019Q1 202212
Oxinas Partners Wealth Management LLC 12120.50%1.00%2.00%Q4 2020Q3 202312
IEQ CAPITAL, LLC 1110.01%0.01%0.01%Q3 2020Q3 202312
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 12120.55%0.95%1.44%Q4 2020Q3 202312
Strategic Blueprint, LLC 1110.02%0.72%1.71%Q3 2019Q3 202312
WOLFF WIESE MAGANA LLC 12120.00%0.02%0.04%Q4 2020Q3 202312
Berger Financial Group, Inc 12121.68%2.22%3.09%Q4 2020Q3 202312
Baystate Wealth Management LLC 710.00%0.00%0.02%Q2 2017Q3 202312
Permanens Capital L.P. 1020.02%0.04%0.08%Q1 2019Q2 202212
Private Ocean, LLC 520.00%0.00%0.02%Q2 2019Q3 202312
SYM FINANCIAL Corp 12120.03%0.12%0.32%Q4 2020Q3 202312
SALEM INVESTMENT COUNSELORS INC 12120.00%0.00%0.00%Q4 2020Q3 202312
Redhawk Wealth Advisors, Inc. 810.03%1.28%3.84%Q2 2019Q3 202312
Blue Chip Wealth Management, Inc. 11110.74%1.97%2.62%Q1 2018Q3 202011
PINNACLE ASSOCIATES LTD 710.01%0.01%0.01%Q3 2019Q3 202311
ATLAS CAPITAL ADVISORS LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
MBA Advisors LLC 11111.55%2.31%3.85%Q1 2021Q3 202311
Foothills Asset Management, Ltd. 11110.18%0.48%0.82%Q3 2017Q1 202011
Rollins Financial 830.22%0.94%4.11%Q4 2020Q3 202311
CONNING INC. 11110.18%0.22%0.27%Q1 2021Q3 202311
Aspen Investment Management Inc 920.14%0.14%0.15%Q3 2020Q2 202311
McIlrath & Eck, LLC 11110.00%0.00%0.00%Q1 2020Q3 202211
Kovack Advisors, Inc. 11110.05%0.12%0.54%Q1 2021Q3 202311
Insight Advisors, LLC/ PA 11110.18%0.78%1.07%Q1 2021Q3 202311
Advisory Services & Investments, LLC 11115.60%10.38%16.55%Q1 2021Q3 202311
TRUEWEALTH LLC 11110.04%0.04%0.05%Q4 2017Q2 202011
MONECO Advisors, LLC 11110.11%0.23%0.42%Q1 2021Q3 202311
Spire Wealth Management 11110.01%0.02%0.02%Q1 2021Q3 202311
Summit Financial Wealth Advisors, LLC 11110.05%0.11%0.28%Q1 2021Q3 202311
Capital Square, LLC 1010.07%0.27%0.44%Q1 2020Q2 202311
Kaizen Financial Strategies 922.43%3.95%7.08%Q4 2020Q3 202311
Kohmann Bosshard Financial Services, LLC 11110.26%0.72%1.01%Q1 2021Q3 202311
Litman Gregory Wealth Management LLC 11110.00%0.00%0.00%Q3 2018Q1 202111
Legacy Wealth Management, Inc 1010.02%9.78%12.72%Q4 2016Q3 202211
Capital Analysts, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
QUADRANT CAPITAL GROUP LLC 740.00%0.01%0.02%Q4 2019Q3 202311
CITY HOLDING CO 11110.01%0.01%0.01%Q1 2021Q3 202311
B&D White Capital Company, LLC 830.69%4.04%8.19%Q4 2020Q3 202311
SOA Wealth Advisors, LLC. 830.00%0.04%0.06%Q4 2020Q3 202311
CX Institutional 740.02%0.22%0.61%Q4 2020Q3 202311
Hoover Financial Advisors, Inc. 11110.17%0.24%0.31%Q4 2018Q2 202111
Jacobsen Capital Management 830.20%0.36%0.61%Q2 2019Q1 202211
Cornerstone Wealth Advisors, Inc. 11118.66%9.89%11.62%Q1 2021Q3 202311
Paradigm, Strategies in Wealth Management, LLC 11112.55%7.01%11.15%Q1 2021Q3 202311
Concord Wealth Partners 740.01%0.02%0.04%Q4 2020Q3 202311
Burns Matteson Capital Management, LLC 11111.18%1.97%3.08%Q4 2020Q2 202311
Addison Advisors LLC 1010.00%0.00%0.00%Q4 2020Q3 202311
Private Wealth Strategies, L.L.C. 11114.52%5.37%6.38%Q1 2021Q3 202311
Armor Investment Advisors, LLC 10100.04%0.05%0.08%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.21%0.60%1.59%Q1 2021Q3 202310
Bedel Financial Consulting, Inc. 10100.01%0.01%0.01%Q1 2019Q2 202110
Investment Research & Advisory Group, Inc. 910.01%0.01%0.02%Q4 2019Q2 202310
TimeScale Financial, Inc. 10100.03%0.03%0.04%Q1 2021Q2 202310
Fisher Asset Management, LLC 310.00%0.00%0.00%Q1 2019Q3 202310
Migdal Insurance & Financial Holdings Ltd. 10100.02%0.11%0.22%Q2 2021Q3 202310
CreativeOne Wealth, LLC 820.03%0.08%0.16%Q1 2019Q2 202310
SG Americas Securities, LLC 420.00%0.01%0.02%Q3 2013Q3 201810
ACAS, LLC 642.52%3.28%3.88%Q1 2021Q3 202310
Sage Financial Management Group, Inc. 613.64%9.18%13.92%Q4 2020Q3 202310
Stockman Wealth Management, Inc. 10100.95%1.13%1.31%Q4 2014Q1 201710
Welch Group, LLC 10100.01%0.04%0.06%Q2 2020Q3 202210
JNBA Financial Advisors 810.00%0.01%0.08%Q3 2016Q3 202310
Allegheny Financial Group LTD 10100.80%2.25%3.82%Q2 2021Q3 202310
RITHOLTZ WEALTH MANAGEMENT 730.01%0.02%0.05%Q4 2020Q3 202310
Transform Wealth, LLC 410.03%0.14%0.38%Q2 2016Q3 202310
Peak Asset Management, LLC 910.07%0.11%0.16%Q4 2015Q3 201810
MSI Financial Services Inc 550.00%0.01%0.04%Q2 2013Q4 201610
Strategic Wealth Partners Group, LLC 620.25%0.34%0.76%Q1 2018Q4 202110
ASSOCIATED BANC-CORP 10100.01%0.02%0.03%Q2 2021Q3 202310
GPS Wealth Strategies Group, LLC 730.00%0.00%0.01%Q1 2021Q3 202310
Brookstone Capital Management 10100.02%0.04%0.20%Q2 2021Q3 202310
Lee Financial Co 10100.00%0.00%0.00%Q4 2016Q1 201910
APPLETON PARTNERS INC/MA 10100.02%0.07%0.12%Q3 2021Q4 202310
Cable Hill Partners, LLC 10100.01%0.11%0.16%Q4 2018Q1 202110
Keebeck Wealth Management, LLC 640.05%0.11%0.16%Q4 2020Q3 202310
Merit Financial Group, LLC 10100.01%0.02%0.04%Q2 2021Q3 202310
MONEY CONCEPTS CAPITAL CORP 820.02%0.22%1.00%Q4 2020Q3 202310
Facet Wealth, Inc. 640.02%0.03%0.04%Q1 2021Q3 202310
GeoWealth Management, LLC 520.02%0.26%0.95%Q3 2020Q3 202310
GREENWOOD GEARHART INC 10100.03%0.04%0.05%Q2 2021Q3 202310
SVB WEALTH LLC 730.00%0.02%0.05%Q3 2020Q3 202310
BURNEY CO/ 640.01%0.01%0.02%Q4 2020Q3 202310
EPG Wealth Management LLC 520.01%0.02%0.04%Q4 2019Q3 202310
Clean Yield Group 10100.01%0.01%0.01%Q2 2021Q3 202310
Livingston Group Asset Management CO (operating as Southport Capital Management) 10101.06%1.50%2.53%Q4 2019Q1 202210
Lehman & Derafelo Financial Resources LLC 10100.00%0.00%0.00%Q4 2018Q1 202110
Aberdeen Wealth Management LLC 820.01%0.01%0.01%Q4 2020Q3 202310
Blue Barn Wealth, LLC 10100.69%1.35%2.26%Q2 2021Q3 202310
Clear Perspectives Financial Planning, LLC 10100.03%0.40%0.94%Q4 2020Q1 202310
ROFFMAN MILLER ASSOCIATES INC /PA/ 910.03%0.03%0.04%Q2 2020Q3 202310
Mirador Capital Partners LP 610.04%0.10%0.13%Q3 2018Q1 20229
Herold Advisors, Inc. 990.32%0.46%0.63%Q3 2021Q3 20239
LEO BROKERAGE, LLC 520.38%2.14%3.88%Q3 2020Q2 20239
DOWLING & YAHNKE LLC 810.02%0.04%0.09%Q4 2017Q3 20229
Badgley Phelps Wealth Managers, LLC 990.02%0.02%0.02%Q3 2021Q3 20239
HORAN CAPITAL MANAGEMENT 990.02%0.02%0.02%Q3 2017Q3 20199
Halpern Financial, Inc. 540.01%0.09%0.28%Q4 2019Q3 20239
Carlson Capital Management 610.02%0.05%0.12%Q3 2013Q1 20229
Essex LLC 990.19%0.23%0.28%Q3 2021Q3 20239
Crew Capital Management, Ltd. 990.31%0.49%0.54%Q1 2021Q1 20239
NewEdge Advisors, LLC 990.01%0.02%0.03%Q3 2021Q3 20239
Hanson & Doremus Investment Management 990.00%0.00%0.01%Q4 2013Q4 20159
Intrua Financial, LLC 990.06%0.17%0.28%Q1 2021Q1 20239
Stanford Investment Group, Inc. 990.00%0.00%0.00%Q4 2014Q4 20169
Providence Capital Advisors, LLC 610.00%0.04%0.08%Q1 2020Q3 20239
ORSER CAPITAL MANAGEMENT, LLC 990.33%0.38%0.43%Q4 2017Q4 20199
Kozak & Associates, Inc. 990.02%0.02%0.03%Q3 2021Q3 20239
Tenret Co LLC 990.70%1.21%2.78%Q2 2021Q2 20239
LIBERTY WEALTH MANAGEMENT LLC 990.01%0.02%0.03%Q3 2019Q3 20219
U.S. Capital Wealth Advisors, LLC 990.02%0.04%0.07%Q3 2021Q3 20239
LifePlan Financial Group, Inc 990.00%0.01%0.01%Q3 2018Q3 20209
Curi Wealth Management, LLC 810.02%0.32%0.86%Q4 2020Q3 20239
BOKF, NA 990.00%0.00%0.01%Q3 2021Q3 20239
Columbus Macro, LLC 990.05%0.09%0.12%Q2 2019Q2 20219
Newman & Schimel, LLC 990.31%0.57%0.75%Q4 2020Q4 20229
Rosenberg Matthew Hamilton 990.11%0.15%0.18%Q1 2020Q1 20229
OXFORD FINANCIAL GROUP, LTD. LLC 990.08%0.15%0.21%Q3 2021Q3 20239
Newbridge Financial Services Group, Inc. 990.00%0.00%0.00%Q3 2021Q3 20239
Paradigm Financial Partners, LLC 990.07%0.37%0.53%Q2 2020Q2 20229
RAYMOND JAMES TRUST N.A. 540.01%0.01%0.02%Q4 2020Q3 20239
Parisi Gray Wealth Management 520.11%0.13%0.14%Q4 2018Q2 20219
RDA Financial Network 810.10%0.28%0.37%Q3 2019Q3 20239
WealthShield Partners, LLC 720.00%1.48%2.11%Q1 2021Q3 20239
Accel Wealth Management 990.00%0.00%0.01%Q1 2021Q1 20239
Crestone Asset Management LLC 990.08%0.11%0.13%Q2 2019Q2 20219
Gerber Kawasaki Wealth & Investment Management 990.02%0.03%0.04%Q3 2021Q3 20239
Opes Advisors Inc 996.70%8.41%13.76%Q4 2016Q4 20189
Westend Capital Management, LLC 990.28%0.35%0.41%Q3 2014Q3 20169
FIFTH THIRD SECURITIES, INC. 610.08%0.10%0.12%Q3 2018Q3 20239
Magnus Financial Group LLC 990.08%0.26%0.44%Q3 2021Q3 20239
Lido Advisors, LLC 720.00%0.01%0.02%Q4 2020Q2 20239
Aldebaran Financial Inc. 990.50%0.55%0.66%Q3 2015Q3 20179
BEACON FINANCIAL GROUP 720.04%0.35%1.41%Q2 2021Q3 20239
Laird Norton Wetherby Trust Company, LLC 630.02%0.03%0.03%Q4 2020Q3 20239
Alpha Omega Group, Inc. 999.04%12.33%14.47%Q4 2020Q4 20229
NorthRock Partners, LLC 610.02%0.03%0.05%Q4 2020Q1 20238
THOROUGHBRED FINANCIAL SERVICES, LLC 530.04%0.06%0.12%Q3 2021Q3 20238
Avant Capital LLC 881.92%2.24%2.57%Q4 2021Q3 20238
CERTUITY, LLC 880.09%0.52%0.99%Q4 2021Q3 20238
Capital Advisory Group Advisory Services, LLC 880.00%0.00%0.02%Q1 2018Q4 20198
LOWERY THOMAS, LLC 883.14%5.71%8.37%Q4 2021Q3 20238
Revolve Wealth Partners, LLC 881.97%5.07%7.26%Q4 2021Q3 20238
Powers Advisory Group, LLC 882.09%2.37%2.84%Q4 2021Q3 20238
Finer Wealth Management, Inc. 880.21%0.25%0.30%Q4 2021Q3 20238
Iron Horse Wealth Management, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Betterment LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Alterity Financial Group, LLC 610.99%1.07%1.24%Q1 2021Q3 20238
Praetorian Wealth Management, Inc. 620.08%0.11%0.14%Q2 2020Q4 20228
FundX Investment Group, LLC 710.05%0.20%0.32%Q4 2019Q4 20218
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 880.01%0.01%0.02%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
BEAM WEALTH ADVISORS, INC. 440.18%0.26%0.33%Q2 2021Q3 20238
Q3 Asset Management 210.34%5.08%9.01%Q1 2018Q3 20238
BLB&B Advisors, LLC 510.01%0.10%0.23%Q4 2020Q3 20238
HB Wealth Management, LLC 880.28%0.44%0.53%Q4 2021Q3 20238
CAPITAL ONE FINANCIAL CORP 880.07%0.26%0.61%Q1 2020Q4 20218
SILVERLAKE WEALTH MANAGEMENT LLC 880.57%1.25%1.44%Q4 2021Q3 20238
Synergy Financial Group, LTD 880.51%0.60%0.68%Q4 2021Q3 20238
WARNER FINANCIAL, INC 881.33%2.02%2.77%Q4 2021Q3 20238
InterOcean Capital Group, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Fingerlakes Wealth Management, Inc. 880.24%0.98%1.52%Q4 2021Q3 20238
Stokes Family Office, LLC 530.03%0.05%0.12%Q3 2021Q3 20238
Faithward Advisors, LLC 440.00%0.01%0.01%Q4 2019Q4 20218
Hutchens & Kramer Investment Management Group, LLC 880.19%0.25%0.29%Q4 2021Q3 20238
Fortitude Advisory Group L.L.C. 880.37%0.55%0.69%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.03%0.04%0.05%Q4 2021Q3 20238
WIN ADVISORS, INC 880.00%3.29%13.45%Q4 2021Q3 20238
Scott Capital Advisors, LLC 880.17%0.51%0.62%Q4 2021Q3 20238
HEADINVEST, LLC 880.04%0.10%0.14%Q4 2021Q3 20238
RE Dickinson Investment Advisors, LLC 880.74%4.72%11.20%Q4 2021Q3 20238
AHL INVESTMENT MANAGEMENT, INC. 880.21%0.26%0.32%Q4 2021Q3 20238
BRIGGS ADVISORY GROUP, INC. 880.39%0.45%0.51%Q4 2021Q3 20238
Concert Wealth Management Inc. 880.13%0.33%0.55%Q2 2015Q1 20178
Filbrandt Wealth Management, LLC 881.79%2.04%2.46%Q4 2019Q3 20218
Barden Capital Management, Inc. 883.48%3.81%4.04%Q4 2021Q3 20238
Von Berge Wealth Management Group, LLC 883.31%3.56%3.83%Q4 2021Q3 20238
Rodgers & Associates, LTD 420.03%0.04%0.06%Q4 2020Q3 20238
EUDAIMONIA ADVISORS LLC 881.53%1.97%2.27%Q4 2021Q3 20238
Kolinsky Wealth Management, LLC 880.93%1.06%1.19%Q4 2021Q3 20238
DAVENPORT & Co LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Personal Capital Advisors Corp 710.00%0.00%0.01%Q3 2020Q4 20228
Mason & Associates Inc 880.08%0.71%4.48%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.28%0.45%0.75%Q4 2021Q3 20238
AIRE ADVISORS, LLC 880.19%0.53%0.73%Q4 2021Q3 20238
Members Advisory Group LLC 884.71%5.59%6.53%Q4 2021Q3 20238
Geometric Wealth Advisors 880.09%0.21%0.94%Q4 2021Q3 20238
Atlas Financial Advisors, Inc. 880.23%0.39%0.59%Q4 2021Q3 20238
FSC Wealth Advisors, LLC 880.01%2.36%10.53%Q4 2021Q3 20238
OPPENHEIMER ASSET MANAGEMENT INC. 620.00%0.00%0.01%Q4 2020Q3 20238
Secrest Blakey & Associates, LLC 883.91%4.26%4.76%Q4 2017Q3 20198
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 880.44%0.90%1.22%Q4 2021Q3 20238
WIPFLI FINANCIAL ADVISORS LLC, 880.47%2.93%7.66%Q4 2020Q3 20228
G2 CAPITAL MANAGEMENT, LLC / OH 880.10%0.13%0.15%Q4 2021Q3 20238
Boyd Wealth Management, LLC 880.63%1.37%2.05%Q4 2021Q3 20238
FourThought Financial, LLC 880.02%0.02%0.02%Q4 2020Q3 20228
Covestor Ltd 880.01%0.01%0.04%Q4 2021Q3 20238
DRAVO BAY LLC 880.84%1.81%2.62%Q4 2021Q3 20238
First PREMIER Bank 880.01%0.01%0.01%Q3 2020Q2 20228
Trutina Financial LLC 880.28%0.95%1.60%Q1 2015Q4 20168
ADAMSBROWN WEALTH CONSULTANTS LLC 880.12%0.20%0.32%Q4 2021Q3 20238
Thrive Wealth Management, LLC 8818.37%22.23%25.89%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.15%0.18%0.21%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.08%0.14%0.21%Q4 2021Q3 20238
RTD Financial Advisors, Inc. 880.74%0.83%0.94%Q4 2021Q3 20238
Leo H. Evart, Inc. 8810.21%11.53%12.74%Q4 2021Q3 20238
Ten Capital Wealth Advisors, LLC 710.01%0.02%0.10%Q1 2021Q1 20238
MONTAG A & ASSOCIATES INC 880.00%0.00%0.00%Q1 2021Q4 20228
HOEY INVESTMENTS, INC 880.03%0.08%0.11%Q4 2021Q3 20238
RETIREMENT GUYS FORMULA LLC 880.48%2.91%7.82%Q4 2021Q3 20238
TCG Advisory Services, LLC 410.05%0.06%0.06%Q2 2021Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Joseph Group Capital Management 881.34%1.59%1.99%Q4 2021Q3 20238
Leeward Financial Partners, LLC 880.32%2.15%3.22%Q4 2021Q3 20238
OPPENHEIMER & CO INC 880.01%0.02%0.04%Q4 2021Q3 20238
Aspire Wealth Management Corp 880.28%0.48%0.70%Q4 2021Q3 20238
HARBOR INVESTMENT ADVISORY, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Consolidated Planning Corp 530.06%0.12%0.21%Q3 2021Q3 20238
Endurance Wealth Management, Inc. 770.02%0.02%0.02%Q4 2021Q2 20237
Wescott Financial Advisory Group, LLC 770.08%0.10%0.12%Q1 2022Q3 20237
PRING TURNER CAPITAL GROUP INC 773.93%4.79%6.20%Q2 2017Q4 20187
Bensler, LLC 770.87%0.94%1.13%Q1 2022Q3 20237
TWO SIGMA SECURITIES, LLC 410.01%0.04%0.11%Q1 2017Q4 20227
MARSHALL WACE, LLP 210.00%0.01%0.03%Q4 2018Q3 20237
Squar Milner Financial Services LLC 520.02%0.02%0.02%Q2 2018Q1 20207
Soltis Investment Advisors LLC 770.04%0.05%0.06%Q1 2022Q3 20237
Cresset Asset Management, LLC 770.00%0.02%0.06%Q1 2022Q3 20237
Beacon Financial Advisory LLC 770.56%0.60%0.63%Q4 2020Q2 20227
Argent Advisors, Inc. 410.14%0.45%0.96%Q1 2020Q4 20227
Integrity Financial Corp /WA 770.17%0.26%0.33%Q1 2022Q3 20237
Salomon & Ludwin, LLC 610.00%0.00%0.00%Q4 2018Q3 20237
Palouse Capital Management, Inc. 430.10%0.18%0.53%Q2 2021Q2 20237
Truepoint, Inc. 310.01%0.01%0.02%Q1 2021Q3 20237
ADVISOR PARTNERS LLC 770.03%0.03%0.04%Q4 2020Q2 20227
M Holdings Securities, Inc. 610.06%0.09%0.12%Q1 2021Q2 20237
FDx Advisors, Inc. 310.01%0.02%0.04%Q1 2016Q3 20187
Cassady Schiller Wealth Management, LLC 520.01%0.55%0.86%Q4 2021Q3 20237
Guardian Financial Partners, LLC 610.77%0.99%1.50%Q4 2021Q3 20237
BKA Wealth Consulting, Inc. 770.49%0.55%0.61%Q1 2022Q3 20237
ACCURATE INVESTMENT SOLUTIONS, INC. 610.05%0.13%0.18%Q4 2015Q3 20187
Coastwise Capital Group, LLC 770.29%0.33%0.37%Q1 2022Q3 20237
Evolution Advisers, Inc. 770.05%0.08%0.14%Q1 2022Q3 20237
Mission Creek Capital Partners, Inc. 430.03%0.06%0.08%Q2 2021Q3 20237
WBH ADVISORY INC 431.36%1.79%2.23%Q4 2021Q3 20237
City State Bank 770.00%0.00%0.00%Q4 2021Q2 20237
SILVER OAK SECURITIES, INCORPORATED 770.07%0.18%0.36%Q1 2022Q3 20237
SII INVESTMENTS INC/WI 770.01%0.02%0.03%Q4 2015Q2 20177
Beacon Capital Management, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Edge Advisors, LLC 770.02%0.08%0.12%Q4 2016Q2 20187
Level Financial Advisors 520.00%0.01%0.02%Q4 2021Q3 20237
CORNERCAP INVESTMENT COUNSEL INC 510.11%0.15%0.17%Q2 2019Q1 20227
TSFG, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
JAMES INVESTMENT RESEARCH INC 770.00%0.04%0.07%Q1 2022Q3 20237
Precision Wealth Strategies, LLC 610.21%1.24%3.04%Q3 2021Q3 20237
Charles Schwab Investment Advisory, Inc. 510.00%0.01%0.01%Q1 2021Q3 20237
GREAT LAKES ADVISORS, LLC 770.01%0.01%0.02%Q2 2021Q4 20227
My Legacy Advisors, LLC 770.46%0.53%0.64%Q1 2022Q3 20237
DAGCO, INC. 770.27%1.54%3.53%Q1 2022Q3 20237
TIAA, FSB 610.00%0.00%0.01%Q1 2021Q2 20237
Granite Bay Wealth Management, LLC 610.35%0.51%0.79%Q4 2021Q3 20237
Sage Mountain Advisors LLC 520.01%0.05%0.12%Q4 2021Q3 20237
Portfolio Solutions, LLC 770.03%0.03%0.04%Q1 2021Q3 20227
Athena Investment Management 770.96%1.32%1.61%Q1 2022Q3 20237
Apella Capital, LLC 430.01%0.02%0.03%Q2 2021Q4 20237
KILEY JUERGENS WEALTH MANAGEMENT, LLC 410.00%0.16%0.28%Q4 2017Q3 20237
MANCHESTER FINANCIAL INC 610.01%0.03%0.08%Q2 2019Q1 20217
Independent Advisor Alliance 510.04%0.13%0.23%Q1 2017Q3 20237
Kathmere Capital Management, LLC 520.00%0.07%0.12%Q3 2020Q3 20237
Roof Advisory Group, Inc. 775.12%7.55%14.71%Q4 2017Q2 20197
HUNTINGTON NATIONAL BANK 410.00%0.00%0.00%Q3 2020Q3 20237
HAZLETT, BURT & WATSON, INC. 770.01%0.11%0.22%Q1 2022Q3 20237
Safeguard Financial, LLC 772.70%3.91%4.74%Q1 2022Q3 20237
Capital Bank & Trust Co 770.00%0.01%0.01%Q3 2019Q1 20217
FormulaFolio Investments, LLC 770.02%0.02%0.03%Q2 2019Q4 20207
RWA WEALTH PARTNERS, LLC 430.01%0.02%0.04%Q3 2019Q3 20237
Westwind Capital 610.20%2.06%3.86%Q4 2017Q3 20197
Twelve Points Wealth Management LLC 770.24%0.28%0.36%Q1 2022Q3 20237
Advisor OS, LLC 770.07%0.16%0.29%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.10%0.18%0.32%Q1 2022Q3 20237
Red Door Wealth Management, LLC 420.00%0.05%0.08%Q1 2020Q1 20226
Lloyd Advisory Services, LLC. 410.00%0.28%1.64%Q1 2020Q1 20226
VALLEY WEALTH MANAGERS, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
Valmark Advisers, Inc. 420.00%0.00%0.01%Q2 2021Q3 20236
Ciovacco Capital Management LLC 313.25%8.09%12.52%Q4 2020Q3 20226
LINCOLN CAPITAL CORP 421.23%3.08%4.25%Q1 2017Q3 20196
Warther Private Wealth, LLC 660.30%0.79%1.17%Q2 2021Q3 20226
Waypoint Capital Advisors, LLC 662.03%2.49%3.40%Q2 2022Q3 20236
Waterfront Wealth Inc. 660.07%0.08%0.08%Q2 2022Q3 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
BHK Investment Advisors, LLC 660.20%0.59%1.05%Q2 2018Q3 20196
Jackson Hole Capital Partners, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
CASTLE WEALTH MANAGEMENT LLC 660.48%0.59%0.67%Q2 2022Q3 20236
Ameritas Investment Company, LLC 330.01%0.05%0.11%Q3 2019Q3 20216
Pinnacle Advisory Group, Inc. 660.02%0.07%0.16%Q3 2016Q4 20176
BRANDYWINE OAK PRIVATE WEALTH LLC 510.00%0.18%0.28%Q4 2018Q3 20236
Capital Wealth Planning, LLC 410.10%0.13%0.15%Q2 2017Q1 20206
EATON VANCE MANAGEMENT 660.00%0.00%0.00%Q4 2020Q1 20226
Meridian Wealth Partners, LLC 660.02%0.02%0.03%Q4 2019Q1 20216
FARMERS & MERCHANTS INVESTMENTS INC 660.00%0.01%0.02%Q2 2022Q3 20236
Bangor Savings Bank 660.01%0.01%0.01%Q2 2022Q3 20236
VSR Financial Services, Inc. 660.12%0.53%0.97%Q1 2015Q2 20166
Kernodle & Katon Asset Management Group, LLC 660.04%0.11%0.17%Q4 2015Q1 20176
EVERETT HARRIS & CO /CA/ 310.00%0.00%0.01%Q2 2020Q3 20236
Ritter Daniher Financial Advisory LLC / DE 660.01%0.02%0.02%Q2 2022Q3 20236
Resurgent Financial Advisors LLC 420.06%0.18%0.38%Q4 2021Q3 20236
Paracle Advisors, LLC 510.10%0.12%0.13%Q3 2019Q1 20216
GREENWOOD CAPITAL ASSOCIATES LLC 660.07%0.14%0.17%Q1 2014Q2 20156
Truvestments Capital LLC 310.01%0.04%0.18%Q3 2018Q2 20206
TOTH FINANCIAL ADVISORY CORP 660.00%0.01%0.03%Q2 2022Q3 20236
Horan Securities, Inc. 510.00%0.00%0.02%Q2 2019Q4 20226
Keel Point, LLC 660.07%0.12%0.27%Q2 2022Q3 20236
Seven Springs Wealth Group, LLC 660.01%0.02%0.03%Q4 2019Q1 20216
RITTER DANIHER FINANCIAL ADVISORY LLC 660.03%0.03%0.04%Q4 2020Q1 20226
Freedman Financial Associates, Inc. 660.02%0.02%0.02%Q4 2020Q1 20226
FOUNDERS FINANCIAL SECURITIES LLC 660.04%0.07%0.16%Q2 2022Q3 20236
Orgel Wealth Management, LLC 660.02%0.50%2.79%Q2 2022Q3 20236
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Atlas Private Wealth Advisors 660.05%0.07%0.08%Q2 2020Q3 20216
Ally Invest Advisors Inc. 660.08%0.47%1.01%Q2 2022Q3 20236
D.B. Root & Company, LLC 410.09%0.18%0.26%Q4 2017Q3 20236
BOK Financial Private Wealth, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
Charles Schwab Trust Co 510.04%1.50%2.19%Q4 2021Q3 20236
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 510.00%0.01%0.02%Q1 2022Q3 20236
FSM Wealth Advisors, LLC 661.22%1.61%1.97%Q2 2022Q3 20236
Fort Sheridan Advisors LLC 420.05%0.06%0.07%Q2 2021Q3 20236
MITCHELL SINKLER & STARR/PA 420.08%0.15%0.27%Q2 2021Q2 20236
REGENTATLANTIC CAPITAL LLC 660.01%0.01%0.01%Q4 2020Q1 20226
Dakota Wealth Management 510.02%0.06%0.13%Q1 2022Q3 20236
DAVIDSON & GARRARD INC 660.05%0.14%0.24%Q2 2016Q3 20176
Sunburst Financial Group, LLC 660.12%0.22%0.28%Q2 2022Q3 20236
GIRARD PARTNERS LTD. 660.04%0.05%0.05%Q2 2017Q3 20186
Gilman Hill Asset Management, LLC 420.04%0.05%0.05%Q4 2021Q2 20236
Capital Advantage, Inc. 660.20%0.47%0.65%Q4 2014Q1 20166
QUANTUM CAPITAL MANAGEMENT 510.01%0.04%0.10%Q4 2013Q3 20206
Investors Capital Advisory Services 660.04%0.05%0.06%Q1 2015Q2 20166
FIRST FOUNDATION ADVISORS 210.02%0.03%0.05%Q4 2020Q3 20236
Qube Research & Technologies Ltd 210.00%0.00%0.01%Q3 2021Q3 20236
Pathway Financial Advisors LLC 310.00%0.09%0.22%Q4 2017Q3 20236
Morton Brown Family Wealth, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Cooper Financial Group 510.07%0.18%0.39%Q3 2021Q3 20236
WOODMONT INVESTMENT COUNSEL LLC 510.06%0.08%0.14%Q1 2022Q3 20236
Avion Wealth 660.02%0.02%0.02%Q2 2022Q3 20236
CGN Advisors LLC 660.05%0.14%0.52%Q3 2022Q4 20236
Peregrine Asset Advisers, Inc. 550.12%0.17%0.30%Q1 2018Q1 20195
EisnerAmper Wealth Management Corporate Benefits, LLC 550.11%0.12%0.13%Q4 2022Q4 20235
Richard P Slaughter Associates Inc 410.06%0.07%0.09%Q2 2022Q4 20235
Archer Investment Corp 320.00%0.02%0.06%Q4 2018Q3 20235
Compass Financial Group, INC/SD 550.09%0.28%0.55%Q4 2022Q4 20235
TOWNSQUARE CAPITAL LLC 410.01%0.03%0.07%Q1 2022Q3 20235
Virtu Financial LLC 310.08%0.17%0.28%Q2 2015Q3 20175
Keudell/Morrison Wealth Management 550.35%0.47%0.68%Q3 2022Q3 20235
Highland Financial Advisors, LLC 320.30%0.72%0.90%Q2 2022Q3 20235
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 550.35%0.45%0.49%Q1 2020Q1 20215
Total Clarity Wealth Management, Inc. 210.00%0.07%0.11%Q4 2019Q2 20225
WEST PACES ADVISORS INC. 550.01%0.01%0.01%Q3 2022Q3 20235
Stillwater Investment Management, LLC 550.14%0.39%0.47%Q1 2022Q1 20235
CoreCap Advisors, LLC 550.16%0.19%0.22%Q4 2021Q4 20225
PARK NATIONAL CORP /OH/ 550.02%0.02%0.02%Q4 2017Q4 20185
HILLTOP WEALTH ADVISORS, LLC 550.45%0.53%0.59%Q3 2022Q3 20235
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Neuberger Berman Group LLC 550.00%0.00%0.00%Q3 2020Q3 20215
Wagner Wealth Management, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
BRR OpCo, LLC 410.04%0.06%0.06%Q3 2017Q2 20205
EVERGREEN CAPITAL MANAGEMENT LLC 320.01%0.05%0.07%Q3 2021Q3 20235
STEPHENS INC /AR/ 550.01%0.01%0.01%Q3 2022Q3 20235
HANSEATIC MANAGEMENT SERVICES INC 550.00%0.02%0.04%Q3 2022Q3 20235
Global Wealth Strategies & Associates 550.05%0.05%0.05%Q4 2022Q4 20235
Wealthquest Corp 550.07%0.12%0.16%Q4 2018Q4 20195
James J. Burns & Company, LLC 553.17%3.41%3.58%Q3 2022Q3 20235
Key FInancial Inc 550.00%0.00%0.00%Q3 2022Q3 20235
MCIA Inc 550.77%2.73%3.64%Q3 2018Q3 20195
Genesee Capital Advisors, LLC 550.01%0.75%1.01%Q1 2019Q1 20205
Wayfinding Financial, LLC 210.16%0.29%0.43%Q4 2021Q3 20235
Tidal Investments LLC 210.19%0.64%1.00%Q4 2020Q3 20235
Paradigm Capital Management, LLC/NV 550.65%0.94%1.48%Q4 2021Q4 20225
Transparent Wealth Partners LLC 4117.93%20.33%25.61%Q4 2021Q1 20235
FIRST NATIONAL BANK SIOUX FALLS 550.21%1.07%1.54%Q3 2022Q3 20235
Activest Wealth Management 410.00%0.00%0.00%Q1 2021Q3 20235
Tempus Wealth Planning, LLC 550.18%0.68%0.96%Q3 2022Q3 20235
PALLADIUM PARTNERS LLC 410.00%0.01%0.01%Q1 2014Q1 20225
Bishop & Co Investment Management, LLC 550.10%0.17%0.23%Q2 2022Q2 20235
Beacon Pointe Wealth Advisors, LLC 550.14%0.28%0.38%Q4 2018Q4 20195
WRAPMANAGER INC 110.08%0.23%0.76%Q4 2017Q4 20225
BREITER CAPITAL MANAGEMENT INC 410.64%0.89%1.06%Q4 2017Q1 20195
HBW ADVISORY SERVICES LLC 210.09%0.26%0.55%Q4 2019Q3 20235
ADVISOR PARTNERS II, LLC 550.02%0.03%0.03%Q3 2022Q3 20235
M&R CAPITAL MANAGEMENT INC 550.00%0.01%0.01%Q4 2022Q4 20235
TMFS HOLDINGS LLC 5525.06%30.34%35.26%Q3 2015Q3 20165
BFSG, LLC 410.08%0.23%0.29%Q1 2019Q3 20235
Wall Capital Group, Inc. 410.03%0.04%0.09%Q1 2017Q4 20225
Lumbard & Kellner, LLC 550.08%0.09%0.09%Q1 2021Q1 20225
Goodwin Investment Advisory 550.02%0.03%0.03%Q2 2021Q2 20225
Country Club Trust Company, n.a. 550.02%0.03%0.03%Q3 2020Q3 20215
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Corient Capital Partners, LLC 440.02%0.05%0.13%Q4 2021Q3 20224
Grey Fox Wealth Advisors, LLC 440.13%0.14%0.14%Q4 2022Q3 20234
Great Waters Wealth Management 440.31%0.32%0.33%Q4 2022Q3 20234
FORTE CAPITAL LLC /ADV 440.04%3.87%5.45%Q4 2022Q3 20234
Strategic Investment Solutions, Inc. /IL 440.10%0.26%0.58%Q4 2022Q3 20234
Morling Financial Advisors, LLC 440.05%0.05%0.06%Q4 2021Q3 20224
Whitaker-Myers Wealth Managers, LTD. 440.51%1.17%1.43%Q4 2022Q3 20234
ADVOCATE GROUP LLC 440.05%0.06%0.07%Q4 2022Q3 20234
Vanguard Capital Wealth Advisors 210.14%0.73%2.07%Q4 2017Q4 20194
Accurate Wealth Management, LLC 440.11%0.12%0.13%Q4 2022Q3 20234
Clay Northam Wealth Management, LLC 447.87%8.65%9.17%Q4 2022Q3 20234
Nachman Norwood & Parrott, Inc 440.03%0.03%0.03%Q3 2020Q2 20214
Bell Bank 310.02%0.07%0.16%Q2 2022Q2 20234
IAMS WEALTH MANAGEMENT, LLC 440.20%0.30%0.57%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Financial Planning & Information Services, Inc. 440.15%0.50%0.76%Q4 2022Q3 20234
DOPKINS WEALTH MANAGEMENT, LLC 442.36%2.81%3.24%Q4 2021Q3 20224
Family Asset Management, LLC 446.84%9.27%10.64%Q4 2022Q3 20234
Fiduciary Alliance LLC 440.28%0.40%0.55%Q4 2022Q3 20234
Cypress Wealth Services, LLC 310.05%0.15%0.33%Q4 2018Q4 20194
Aspen Wealth Strategies, LLC 4413.29%14.52%15.81%Q4 2022Q3 20234
Independence Advisors, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
Ignite Planners, LLC 444.24%4.44%4.62%Q4 2022Q3 20234
Per Stirling Capital Management, LLC. 441.79%1.98%2.44%Q4 2022Q3 20234
Sonora Investment Management, LLC 210.00%0.01%0.03%Q1 2016Q4 20204
UNIQUE WEALTH, LLC 449.59%10.46%11.72%Q4 2022Q3 20234
Angeles Investment Advisors, LLC 310.01%9.93%21.54%Q3 2021Q3 20234
INGALLS & SNYDER LLC 310.01%0.01%0.01%Q4 2020Q4 20214
Ahrens Investment Partners LLC 310.03%0.06%0.14%Q4 2021Q1 20234
KAVAR CAPITAL PARTNERS GROUP, LLC 440.05%0.07%0.08%Q4 2020Q3 20214
Mascoma Wealth Management LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Kavar Capital Partners, LLC 210.02%0.03%0.03%Q4 2015Q2 20194
Crescent Sterling, Ltd. 441.07%1.28%1.49%Q4 2022Q3 20234
Windsor Advisory Group, LLC 441.26%1.41%1.58%Q4 2022Q3 20234
CAMBRIDGE TRUST CO 440.00%0.00%0.00%Q4 2022Q3 20234
Gleason Group, Inc. 441.26%1.37%1.44%Q4 2022Q3 20234
Alpha Financial Advisors, LLC 440.21%0.21%0.22%Q4 2022Q3 20234
Milestone Investment Advisors LLC 445.37%6.03%6.83%Q4 2022Q3 20234
DFPG INVESTMENTS, LLC 440.06%0.10%0.12%Q4 2022Q3 20234
Ledge Wealth Management, Inc. 440.19%0.69%1.33%Q1 2022Q4 20224
Roof Eidam Maycock Peralta, LLC 440.19%0.22%0.24%Q4 2022Q3 20234
Heirloom Wealth Management 440.41%0.76%0.92%Q4 2022Q3 20234
Certified Advisory Corp 440.46%0.62%0.79%Q4 2022Q3 20234
Affiance Financial, LLC 440.15%0.27%0.62%Q4 2022Q3 20234
Capital Advisors Wealth Management, LLC 440.09%0.10%0.11%Q4 2022Q3 20234
ATWOOD & PALMER INC 210.00%0.01%0.01%Q4 2015Q4 20214
Gallacher Capital Management LLC 440.21%0.25%0.28%Q4 2022Q3 20234
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 440.04%0.04%0.04%Q2 2022Q1 20234
Raleigh Capital Management Inc. 440.01%0.02%0.05%Q4 2022Q3 20234
Prosperity Wealth Management, Inc. 441.82%4.05%5.64%Q4 2022Q3 20234
Next Capital Management LLC 440.00%0.00%0.01%Q4 2018Q3 20194
Topel & Distasi Wealth Management, LLC 441.56%1.77%1.92%Q4 2022Q3 20234
Prism Advisors, Inc. 440.08%0.08%0.08%Q2 2021Q1 20224
AXXCESS WEALTH MANAGEMENT, LLC 220.02%0.03%0.05%Q4 2021Q3 20234
PETRA FINANCIAL ADVISORS INC 440.33%0.77%1.18%Q4 2022Q3 20234
M&T BANK CORP 440.00%0.00%0.00%Q4 2020Q3 20214
Kades & Cheifetz LLC 441.10%1.21%1.31%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Balentine LLC 440.16%0.17%0.18%Q4 2018Q3 20194
Goldstein Advisors, LLC 440.09%0.10%0.11%Q4 2022Q3 20234
Mainsail Financial Group, LLC 444.22%4.56%4.94%Q4 2022Q3 20234
Paragon Advisors, LLC 440.38%0.44%0.52%Q4 2019Q3 20204
Stonebridge Financial Planning Group, LLC 440.03%0.03%0.04%Q1 2021Q4 20214
Sound Income Strategies, LLC 310.00%0.00%0.01%Q3 2018Q3 20234
Waterloo Capital, L.P. 310.24%0.42%0.93%Q1 2020Q3 20234
Bleakley Financial Group, LLC 440.56%0.65%0.76%Q4 2022Q3 20234
New Hampshire Trust 440.12%0.14%0.17%Q4 2022Q3 20234
THOMPSON DAVIS & CO., INC. 440.07%0.12%0.16%Q4 2017Q3 20184
Laurel Wealth Planning LLC 440.04%0.04%0.06%Q1 2022Q4 20224
Elmwood Wealth Management, Inc. 440.00%0.01%0.01%Q2 2018Q1 20194
Austin Private Wealth, LLC 440.05%0.17%0.24%Q2 2021Q1 20224
JFG Wealth Management, LLC 440.26%0.32%0.37%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 440.08%0.09%0.15%Q4 2022Q3 20234
Walkner Condon Financial Advisors LLC 440.06%0.07%0.07%Q4 2022Q3 20234
Gs Investments, Inc. 440.01%0.06%0.12%Q4 2022Q3 20234
Pure Financial Advisors, LLC 440.01%0.01%0.01%Q1 2023Q4 20234
BNC WEALTH MANAGEMENT, LLC 220.10%0.11%0.12%Q4 2021Q3 20234
Argentus Capital Management, LLC 440.02%0.03%0.05%Q4 2015Q3 20164
Hamilton Capital, LLC 440.02%0.03%0.04%Q3 2021Q2 20224
Crosspoint Capital Strategies, LLC 440.01%0.05%0.12%Q4 2014Q3 20154
Founders Financial Alliance, LLC 310.00%0.02%0.06%Q2 2021Q2 20224
Stolper Co 440.09%0.10%0.11%Q2 2021Q1 20224
Trexquant Investment LP 310.02%0.07%0.21%Q3 2019Q4 20204
Marcum Wealth, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.05%0.09%0.12%Q4 2022Q3 20234
PARAMETRIC PORTFOLIO ASSOCIATES LLC 210.00%0.00%0.01%Q4 2019Q1 20224
CIC Wealth, LLC 440.22%0.23%0.24%Q4 2022Q3 20234
Creative Capital Management Investments LLC 440.02%0.02%0.02%Q4 2022Q3 20234
DEUTSCHE BANK AG\ 440.00%0.00%0.00%Q1 2018Q4 20184
Integrated Wealth Management 310.00%0.01%0.01%Q2 2015Q3 20164
Beaumont Financial Advisors, LLC 440.23%0.28%0.43%Q4 2022Q3 20234
BMS Financial Advisors, LLC 210.15%0.42%0.77%Q1 2022Q2 20234
SILVERCREST ASSET MANAGEMENT GROUP LLC 440.00%0.00%0.00%Q4 2022Q3 20234
First Pacific Financial 440.09%0.11%0.14%Q4 2022Q3 20234
WEDBUSH SECURITIES INC 210.01%0.01%0.02%Q4 2020Q2 20234
Farther Finance Advisors, LLC 440.03%0.05%0.08%Q4 2022Q3 20234
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 449.32%9.80%10.08%Q4 2022Q3 20234
White Lighthouse Investment Management Inc. 440.08%0.09%0.10%Q4 2022Q3 20234
Allegis Investment Advisors, LLC 310.05%0.16%0.21%Q4 2015Q2 20174
Claro Advisors LLC 440.46%1.42%2.21%Q4 2022Q3 20234
GDS Wealth Management 440.06%0.07%0.07%Q2 2022Q1 20234
Owen LaRue, LLC 440.67%0.68%0.69%Q4 2022Q3 20234
FinDec Wealth Services, Inc. 440.45%1.93%2.47%Q4 2022Q3 20234
Schaeffer Financial LLC 444.33%5.99%9.02%Q4 2021Q3 20224
FIRST MANHATTAN CO. LLC. 210.00%0.00%0.00%Q4 2020Q2 20234
JDM Financial Group LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Werba Rubin Papier Wealth Management 440.12%0.55%0.91%Q4 2022Q3 20234
SUNTRUST BANKS INC 440.00%0.00%0.00%Q2 2014Q1 20154
WealthTrust Asset Management, LLC 310.79%4.46%7.45%Q2 2021Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.23%0.24%0.25%Q4 2022Q3 20234
Nalls Sherbakoff Group, LLC 311.90%2.00%2.08%Q4 2018Q3 20234
KAYS FINANCIAL ADVISORY CORP /ADV 440.05%0.29%1.01%Q4 2018Q3 20194
REGIMEN WEALTH, LLC 445.53%6.68%9.19%Q4 2022Q3 20234
PURSUE WEALTH PARTNERS LLC 310.01%0.13%0.18%Q1 2022Q3 20234
Empowered Funds, LLC 310.84%1.57%2.06%Q2 2020Q4 20214
Running Point Capital Advisors, LLC 440.00%0.02%0.03%Q4 2020Q3 20214
Wedmont Private Capital 440.04%0.05%0.05%Q4 2022Q3 20234
Consolidated Portfolio Review Corp 330.23%0.24%0.24%Q1 2023Q3 20233
Revisor Wealth Management LLC 330.43%0.61%0.86%Q1 2023Q3 20233
Midwest Financial Group LLC 330.35%0.39%0.41%Q1 2023Q3 20233
Y-Intercept (Hong Kong) Ltd 110.04%0.06%0.08%Q3 2021Q1 20233
WFG Advisors, LP 330.00%0.00%0.00%Q2 2013Q4 20133
Fortis Advisors, LLC 330.03%0.08%0.16%Q1 2023Q3 20233
Ruggaard & Associates LLC 330.25%0.27%0.28%Q1 2023Q3 20233
Koesten, Hirschmann & Crabtree, INC. 330.01%0.02%0.02%Q1 2023Q3 20233
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
LGT Financial Advisors LLC 210.01%0.59%0.90%Q4 2022Q3 20233
CHOREO, LLC 330.09%0.09%0.10%Q1 2023Q3 20233
Polaris Wealth Advisory Group, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Argent Wealth Management LLC 331.46%1.81%2.08%Q4 2019Q2 20203
Slow Capital, Inc. 330.26%0.30%0.36%Q3 2020Q1 20213
American Trust 330.57%0.60%0.66%Q4 2022Q2 20233
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 330.06%0.09%0.11%Q2 2019Q4 20193
Mariner Wealth Advisors-Cincinnati, LLC 210.01%0.02%0.02%Q2 2017Q3 20183
Soundwatch Capital LLC 330.06%0.09%0.12%Q1 2023Q3 20233
Sonora Investment Management Group, LLC 330.02%0.03%0.03%Q4 2022Q2 20233
RIVERSEDGE ADVISORS, LLC 330.43%0.45%0.46%Q2 2019Q4 20193
Householder Group Estate & Retirement Specialist, LLC 110.01%0.02%0.03%Q3 2022Q3 20233
Delta Financial Group, Inc. 210.10%0.13%0.14%Q4 2022Q3 20233
LaFleur & Godfrey LLC 330.04%0.04%0.04%Q1 2023Q3 20233
WealthCare Investment Partners, LLC 330.16%0.18%0.19%Q1 2023Q3 20233
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
Noble Family Wealth, LLC 332.88%3.02%3.13%Q1 2023Q3 20233
Loveless Wealth Management LLC 330.13%0.15%0.17%Q4 2021Q2 20223
Diversified Investment Strategies, LLC 330.19%0.21%0.22%Q1 2023Q3 20233
Kabarec Financial Advisors, Ltd. 330.28%0.33%0.39%Q4 2017Q2 20183
Baker Avenue Asset Management, LP 330.00%0.01%0.04%Q4 2022Q2 20233
Prospera Financial Services Inc 110.00%0.00%0.01%Q3 2020Q3 20233
SYNOVUS FINANCIAL CORP 110.00%0.00%0.01%Q2 2017Q3 20233
GODSEY & GIBB, INC 330.01%0.01%0.02%Q1 2023Q3 20233
CITIZENS FINANCIAL GROUP INC/RI 330.00%0.00%0.00%Q4 2019Q2 20203
WealthStone, Inc. 210.01%0.08%0.14%Q2 2019Q1 20213
Pine Valley Investments Ltd Liability Co 330.02%0.02%0.03%Q1 2023Q3 20233
Freestone Capital Holdings, LLC 210.01%0.01%0.01%Q3 2019Q2 20203
Meristem Family Wealth, LLC 330.21%0.22%0.24%Q3 2021Q1 20223
FineMark National Bank & Trust 210.00%0.01%0.02%Q2 2015Q2 20163
GRIMES & COMPANY, INC. 210.01%0.01%0.02%Q3 2021Q3 20223
SUMMITRY LLC 330.02%0.02%0.02%Q1 2019Q3 20193
FinTrust Investment Advisory Services, LLC 330.49%0.52%0.54%Q3 2017Q1 20183
SNS Financial Group, LLC 330.06%0.08%0.10%Q2 2019Q4 20193
Schwab Charitable Fund 330.05%0.06%0.07%Q1 2022Q3 20223
CARDIFF PARK ADVISORS, LLC 330.02%0.03%0.03%Q4 2021Q2 20223
Imprint Wealth LLC 330.65%0.72%0.83%Q1 2023Q3 20233
Waterford Advisors, LLC 330.11%0.12%0.13%Q1 2023Q3 20233
Headlands Technologies LLC 330.00%0.00%0.00%Q1 2023Q3 20233
WealthPlan Investment Management, LLC 210.02%0.03%0.03%Q1 2022Q4 20223
MidWestOne Financial Group, Inc. 330.06%0.07%0.07%Q1 2023Q3 20233
Kovitz Investment Group Partners, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
NORTHWEST INVESTMENT COUNSELORS, LLC 210.02%0.03%0.03%Q2 2017Q3 20193
Strategic Financial Concepts, LLC 330.15%0.18%0.22%Q1 2023Q3 20233
ZRC WEALTH MANAGEMENT, LLC 330.13%0.13%0.14%Q1 2023Q3 20233
Lighthouse Financial Advisors, Inc. 210.00%1.18%1.76%Q4 2019Q1 20213
SCOTIA CAPITAL INC. 330.00%0.00%0.00%Q3 2021Q1 20223
FLC Capital Advisors 335.06%6.13%7.19%Q4 2022Q2 20233
Bath Savings Trust Co 330.03%0.03%0.03%Q3 2021Q1 20223
Fulcrum Equity Management 110.46%1.04%1.60%Q4 2019Q3 20233
Horizon Investments, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.38%0.50%0.59%Q4 2022Q3 20233
Worth Asset Management, LLC 330.02%0.55%1.60%Q1 2023Q3 20233
RPg Family Wealth Advisory, LLC 330.01%0.01%0.01%Q2 2018Q4 20183
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
GSB Wealth Management, LLC 330.76%1.06%1.24%Q1 2023Q3 20233
Oldfather Financial Services, LLC 330.10%0.11%0.11%Q1 2023Q3 20233
Jacobi Capital Management LLC 210.00%0.00%0.00%Q2 2017Q3 20203
Cape Investment Advisory, Inc. 333.27%3.32%3.39%Q1 2023Q3 20233
NATIXIS ADVISORS, L.P. 330.00%0.00%0.00%Q1 2023Q3 20233
WHITTIER TRUST CO 210.00%0.00%0.00%Q1 2020Q2 20223
Premia Global Advisors, LLC 334.59%5.04%5.72%Q1 2019Q3 20193
BIP Wealth, LLC 330.02%0.02%0.03%Q1 2023Q3 20233
Polianta Ltd 213.09%6.49%8.78%Q4 2018Q2 20203
KELLEHER FINANCIAL ADVISORS 330.31%0.34%0.35%Q1 2023Q3 20233
NTB Financial Corp 331.39%1.54%1.68%Q4 2021Q2 20223
D. SCOTT NEAL, INC. 330.96%1.58%1.88%Q1 2018Q3 20183
Mach-1 Financial Group, LLC 210.01%0.02%0.05%Q2 2022Q1 20233
Treybourne Wealth Planners, Inc. 3321.77%22.48%23.46%Q4 2020Q2 20213
WESPAC Advisors SoCal, LLC 330.02%0.02%0.02%Q3 2017Q1 20183
AVITY INVESTMENT MANAGEMENT INC. 330.04%0.10%0.17%Q1 2023Q3 20233
Platform Technology Partners 330.14%0.15%0.16%Q2 2020Q4 20203
Arbor Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Friedenthal Financial 330.14%0.15%0.17%Q2 2021Q4 20213
McAlister, Sweet & Associates, Inc. 334.84%7.41%9.64%Q4 2021Q2 20223
ICA Group Wealth Management, LLC 330.02%0.02%0.02%Q4 2022Q2 20233
VitalStone Financial, LLC 330.00%0.16%0.47%Q4 2022Q2 20233
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.10%0.14%0.20%Q2 2020Q3 20233
STRINGER ASSET MANAGEMENT, LLC 330.06%0.31%0.46%Q2 2014Q4 20143
Selective Wealth Management, Inc. 110.00%0.01%0.02%Q3 2019Q3 20223
SENTINEL PENSION ADVISORS INC 330.07%0.07%0.07%Q2 2021Q4 20213
Gateway Advisory, LLC 110.09%0.33%0.66%Q4 2017Q1 20203
Stokes Capital Advisors, LLC 330.15%0.18%0.19%Q1 2018Q3 20183
Cordasco Financial Network 330.00%0.01%0.01%Q4 2021Q2 20223
River Wealth Advisors LLC 330.00%0.00%0.00%Q2 2018Q4 20183
Connectus Wealth, LLC 330.09%0.09%0.10%Q1 2023Q3 20233
Pacifica Partners Inc. 330.00%0.00%0.00%Q2 2023Q4 20233
Charter Oak Capital Management, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
FRANKLIN RESOURCES INC 330.00%0.00%0.00%Q1 2023Q3 20233
PrairieView Partners, LLC 110.00%0.00%0.00%Q4 2022Q3 20232
XML SECURITIES, LLC 228.23%8.75%9.27%Q4 2017Q1 20182
Manhattan West Asset Management, LLC 220.12%0.27%0.43%Q4 2021Q1 20222
Congress Wealth Management LLC / DE / 110.01%0.03%0.04%Q4 2021Q3 20232
Sabal Trust CO 220.04%0.04%0.04%Q2 2023Q3 20232
GUERRA PAN ADVISORS, LLC 220.39%0.48%0.56%Q2 2023Q3 20232
Naviter Wealth, LLC 220.07%0.07%0.08%Q2 2023Q3 20232
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.13%0.25%Q2 2018Q3 20232
Foundations Investment Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
STEPH & CO 220.08%0.08%0.09%Q4 2019Q1 20202
Farmers & Merchants Trust Co of Long Beach 220.06%0.06%0.07%Q1 2021Q2 20212
Cynosure Group, LLC 220.10%0.12%0.15%Q2 2023Q3 20232
AllSquare Wealth Management LLC 220.01%0.01%0.01%Q2 2023Q3 20232
RHS Financial, LLC 220.25%0.35%0.46%Q2 2023Q3 20232
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 220.02%0.02%0.02%Q4 2021Q1 20222
Allianz Asset Management GmbH 110.00%0.00%0.00%Q1 2014Q4 20152
St. James Investment Advisors, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Granite Investment Partners, LLC 110.00%0.00%0.01%Q4 2018Q2 20222
Grandview Asset Management LLC 110.08%0.09%0.09%Q1 2021Q4 20212
Atomi Financial Group, Inc. 110.11%0.15%0.19%Q1 2023Q3 20232
Moisand Fitzgerald Tamayo, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Waverly Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
MACROVIEW INVESTMENT MANAGEMENT LLC 110.01%0.03%0.06%Q1 2019Q3 20232
Semus Wealth Partners LLC 220.79%0.97%1.16%Q2 2023Q3 20232
Doyle Wealth Management 110.01%0.01%0.02%Q4 2018Q2 20192
BALDWIN BROTHERS LLC/MA 110.01%0.01%0.02%Q1 2023Q3 20232
STANCORP INVESTMENT ADVISERS INC 220.01%0.02%0.02%Q4 2014Q1 20152
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2022Q3 20232
Elk River Wealth Management, LLC 220.76%0.88%1.00%Q1 2022Q2 20222
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 110.01%0.01%0.02%Q1 2017Q4 20222
Gerstein Fisher 220.03%0.04%0.04%Q4 2015Q1 20162
NATIONAL PLANNING CORP 220.17%0.17%0.17%Q2 2017Q3 20172
Frank, Rimerman Advisors LLC 110.05%0.06%0.07%Q4 2021Q2 20232
Gilbert & Cook, Inc. 220.08%0.11%0.13%Q2 2023Q3 20232
Gupta Wealth Management LLC 220.01%0.01%0.01%Q1 2015Q2 20152
NORTH STAR ASSET MANAGEMENT INC 220.01%0.02%0.02%Q2 2023Q3 20232
LBA Wealth Management, LLC 220.02%0.02%0.02%Q1 2015Q2 20152
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q4 2015Q2 20162
Snider Financial Group 220.82%0.84%0.85%Q2 2023Q3 20232
COURIER CAPITAL LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Claraphi Advisory Network, LLC 110.01%0.06%0.12%Q1 2020Q4 20202
Claybrook Capital, LLC 110.30%0.31%0.32%Q4 2018Q2 20212
HBC Financial Services, PLLC 220.05%0.07%0.09%Q2 2023Q3 20232
HIGHLAND CAPITAL MANAGEMENT, LLC 220.01%0.01%0.01%Q2 2015Q3 20152
AMERICAN NATIONAL BANK 220.00%0.00%0.00%Q4 2019Q1 20202
Retirement Investment Advisors, Inc. 220.03%0.03%0.04%Q2 2023Q3 20232
Compass Efficient Model Portfolios, LLC 220.05%0.20%0.34%Q3 2013Q4 20132
Fieldpoint Private Securities, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
PRIVATE TRUST CO NA 220.00%0.00%0.00%Q1 2023Q2 20232
Field & Main Bank 220.00%0.00%0.00%Q4 2022Q1 20232
MEEDER ASSET MANAGEMENT INC 220.00%0.00%0.00%Q4 2020Q1 20212
Frontier Asset Management, LLC 220.17%0.18%0.20%Q4 2021Q1 20222
SHELTON CAPITAL MANAGEMENT 220.03%0.03%0.03%Q1 2020Q2 20202
VISTA CAPITAL PARTNERS, INC. 110.03%0.03%0.03%Q1 2022Q2 20232
PANORAMIC INVESTMENT ADVISORS, LLC 112.09%2.23%2.36%Q4 2022Q3 20232
25 LLC 220.01%0.01%0.02%Q1 2023Q2 20232
Vise Technologies, Inc. 220.22%0.23%0.24%Q4 2021Q1 20222
Advisors Preferred, LLC 110.65%1.40%2.16%Q4 2013Q2 20142
ORG Partners LLC 220.01%0.02%0.02%Q2 2023Q3 20232
Brickley Wealth Management 220.05%0.05%0.05%Q2 2023Q3 20232
Dana Investment Advisors, Inc. 220.19%0.19%0.19%Q2 2023Q3 20232
PIN OAK INVESTMENT ADVISORS INC 220.00%0.00%0.00%Q4 2017Q1 20182
Econ Financial Services Corp 110.29%1.74%3.19%Q2 2022Q3 20232
Dechtman Wealth Management, LLC 227.11%7.78%8.45%Q2 2023Q3 20232
SMITH, MOORE & CO. 220.03%0.07%0.11%Q2 2023Q3 20232
MYCIO WEALTH PARTNERS, LLC 110.00%0.01%0.02%Q3 2018Q2 20192
BROWN WEALTH MANAGEMENT, LLC 220.99%1.17%1.35%Q2 2023Q3 20232
FRONTIER INVESTMENT MGMT CO 110.01%0.02%0.02%Q1 2018Q3 20192
Alaska Permanent Capital Management 220.15%0.15%0.16%Q2 2023Q3 20232
Callan Capital, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Carnick & Kubik, LLC 110.02%0.04%0.06%Q3 2015Q1 20162
Clearstead Trust, LLC 220.03%0.03%0.04%Q2 2023Q3 20232
Plancorp, LLC 110.04%0.05%0.06%Q3 2020Q3 20232
WC Walker & Associates, Inc. 220.28%0.28%0.28%Q3 2022Q4 20222
Brouwer & Janachowski, LLC 110.03%0.04%0.05%Q1 2014Q2 20152
Bragg Financial Advisors, Inc 220.01%0.01%0.01%Q3 2021Q4 20212
Vigilant Capital Management, LLC 110.00%0.01%0.01%Q2 2020Q4 20222
Virtu KCG Holdings LLC 110.00%0.01%0.01%Q3 2015Q3 20162
JONES FINANCIAL COMPANIES LLLP 220.00%0.00%0.00%Q2 2023Q3 20232
Resolute Advisors LLC 220.04%0.04%0.05%Q1 2023Q2 20232
WESTPORT RESOURCES MANAGEMENT INC 220.01%0.01%0.01%Q1 2016Q2 20162
Strategic Wealth Partners, Ltd. 220.00%0.00%0.00%Q1 2019Q2 20192
SCHMIDT P J INVESTMENT MANAGEMENT INC 220.09%0.10%0.10%Q2 2023Q3 20232
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
Aspen Grove Capital, LLC 220.35%0.42%0.49%Q2 2023Q3 20232
St. Johns Investment Management Company, LLC 220.00%0.00%0.01%Q2 2017Q3 20172
Cassaday & Co Wealth Management LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Independent Wealth Network Inc. 220.26%0.27%0.27%Q3 2021Q4 20212
Foster Group, Inc. 220.06%0.07%0.08%Q4 2020Q1 20212
Redwood Financial Network Corp 110.20%0.27%0.35%Q1 2022Q3 20232
Merriman Wealth Management, LLC 220.06%0.08%0.11%Q3 2021Q4 20212
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Avalon Trust Co 220.00%0.00%0.01%Q2 2023Q3 20232
KESTRA PRIVATE WEALTH SERVICES, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Empower Advisory Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
BUCKINGHAM STRATEGIC PARTNERS, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Bellwether Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Penserra Capital Management LLC 110.00%0.03%0.06%Q4 2019Q2 20232
Relyea Zuckerberg Hanson LLC 110.05%0.06%0.08%Q3 2021Q2 20232
PLANNING ALTERNATIVES LTD /ADV 221.86%1.93%2.00%Q3 2021Q4 20212
Cutler Capital Management, LLC 220.08%0.09%0.09%Q2 2023Q3 20232
COLUMBIA ADVISORY PARTNERS LLC 110.25%1.65%3.06%Q4 2021Q3 20232
Destiny Wealth Partners, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
CANANDAIGUA NATIONAL CORP 110.03%0.03%0.04%Q1 2021Q4 20212
DRW Securities, LLC 220.06%0.10%0.15%Q4 2013Q1 20142
B. Riley Wealth Management, Inc. 220.00%0.01%0.03%Q1 2022Q2 20222
REDW Wealth LLC 220.16%0.16%0.16%Q2 2023Q3 20232
CGC Financial Services, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Pointe Capital Management LLC 111.69%1.69%1.69%Q4 2016Q4 20161
COMERICA BANK 110.01%0.01%0.01%Q3 2023Q3 20231
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
GW&K Investment Management, LLC 110.01%0.01%0.01%Q1 2014Q1 20141
ASSET PLANNING CORPORATION 110.02%0.02%0.02%Q4 2020Q4 20201
Mid-American Wealth Advisory Group, Inc. 115.25%5.25%5.25%Q4 2021Q4 20211
WEALTHFRONT Corp 110.00%0.00%0.00%Q2 2015Q2 20151
TOBIAS FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
Paragon Capital Management Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
Evanson Asset Management, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Riverstone Advisors, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
CATALYST PRIVATE WEALTH, LLC 110.11%0.11%0.11%Q3 2020Q3 20201
Capstone Financial Group, Inc. 110.04%0.04%0.04%Q4 2019Q4 20191
Financial Freedom, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
RGT Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Yelin Lapidot Holdings Management Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
Park Place Capital Corp 110.02%0.02%0.02%Q3 2023Q3 20231
SHEETS SMITH WEALTH MANAGEMENT 110.02%0.02%0.02%Q3 2023Q3 20231
Clarkston Capital Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2015Q4 20151
WASHINGTON TRUST BANK 110.00%0.00%0.00%Q4 2018Q4 20181
SMI Advisory Services, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
SlateStone Wealth, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
CABANA LLC 110.00%0.00%0.00%Q2 2020Q2 20201
RMR Wealth Builders 110.01%0.01%0.01%Q1 2021Q1 20211
STABLEFORD CAPITAL II LLC 114.74%4.74%4.74%Q1 2023Q1 20231
KINGSWOOD WEALTH ADVISORS, LLC 110.22%0.22%0.22%Q3 2023Q3 20231
Russell Investments Group, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
First Heartland Consultants, Inc. 110.12%0.12%0.12%Q3 2023Q3 20231
CAPITAL ONE, NATIONAL ASSOCIATION 110.62%0.62%0.62%Q4 2019Q4 20191
HM PAYSON & CO 110.00%0.00%0.00%Q3 2023Q3 20231
KWMG, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
KPP Advisory Services LLC 110.66%0.66%0.66%Q3 2023Q3 20231
TAP Consulting, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
MARINO, STRAM & ASSOCIATES LLC 110.24%0.24%0.24%Q2 2021Q2 20211
SIGNET FINANCIAL MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
TFC Financial Management, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
Berman Capital Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
ARGENT CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q1 2020Q1 20201
JOHN G ULLMAN & ASSOCIATES INC 110.06%0.06%0.06%Q2 2020Q2 20201
GAMCO INVESTORS, INC. ET AL 110.00%0.00%0.00%Q3 2023Q3 20231
Shilanski & Associates, Inc. 110.43%0.43%0.43%Q3 2022Q3 20221
PCA Investment Advisory Services Inc. 110.04%0.04%0.04%Q2 2023Q2 20231
Ranch Capital Advisors Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
ADIRONDACK TRUST CO 110.00%0.00%0.00%Q1 2017Q1 20171
HC FINANCIAL ADVISORS INC 110.06%0.06%0.06%Q2 2022Q2 20221
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Guardian Wealth Advisors, LLC 110.18%0.18%0.18%Q1 2021Q1 20211
Icon Wealth Partners, LLC 110.25%0.25%0.25%Q3 2018Q3 20181
CANANDAIGUA NATIONAL BANK & TRUST CO 110.03%0.03%0.03%Q4 2023Q4 20231
AdvicePeriod, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
Covenant Multifamily Offices, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
WFA of San Diego, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
THEORY FINANCIAL LLC 110.59%0.59%0.59%Q1 2022Q1 20221
SEAVIEW INVESTMENT MANAGERS LLC 111.44%1.44%1.44%Q3 2021Q3 20211
MID CONTINENT CAPITAL LLC/IL 110.02%0.02%0.02%Q3 2015Q3 20151
Aspire Private Capital, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Canal Capital Management, LLC 112.63%2.63%2.63%Q4 2022Q4 20221
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
MFA WEALTH ADVISORS, LLC 111.05%1.05%1.05%Q4 2017Q4 20171
Manchester Capital Management LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Scissortail Wealth Management, LLC 110.90%0.90%0.90%Q3 2022Q3 20221
WATERSHED PRIVATE WEALTH LLC 110.77%0.77%0.77%Q3 2023Q3 20231
Lionsbridge Wealth Management LLC 110.01%0.01%0.01%Q4 2019Q4 20191
TRADITION ASSET MANAGEMENT LLC 110.07%0.07%0.07%Q2 2020Q2 20201
Pinnacle Wealth Advisors 110.01%0.01%0.01%Q2 2021Q2 20211
Ascension Asset Management LLC 116.67%6.67%6.67%Q4 2020Q4 20201
KerberRose Wealth Management, LLC 110.42%0.42%0.42%Q2 2022Q2 20221
Planned Solutions, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Sheaff Brock Investment Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q2 2023Q2 20231
Operose Advisors LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.11%0.11%0.11%Q3 2023Q3 20231
Members Trust Co 110.01%0.01%0.01%Q4 2017Q4 20171
Nauset Wealth Management. LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Weatherstone Capital Management 110.46%0.46%0.46%Q4 2018Q4 20181
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q1 2019Q1 20191
Leverty Financial Group, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Brightworth 110.09%0.09%0.09%Q4 2018Q4 20181
QUEST CAPITAL MANAGEMENT INC /ADV 110.26%0.26%0.26%Q2 2021Q2 20211
Aries Wealth Management 110.16%0.16%0.16%Q1 2022Q1 20221
Global Trust Asset Management, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Permit Capital Advisors, LLC 113.99%3.99%3.99%Q1 2022Q1 20221
NBC SECURITIES, INC. 110.04%0.04%0.04%Q3 2023Q3 20231
DROMS STRAUSS ADVISORS INC /MO/ /ADV 110.20%0.20%0.20%Q2 2020Q2 20201
LYELL WEALTH MANAGEMENT, LP 110.03%0.03%0.03%Q4 2021Q4 20211
TWO SIGMA INVESTMENTS, LP 110.02%0.02%0.02%Q3 2023Q3 20231
Financial Designs Corp 110.17%0.17%0.17%Q3 2023Q3 20231
Quantbot Technologies LP 110.01%0.01%0.01%Q3 2019Q3 20191
GUNN & Co INVESTMENT MANAGEMENT, INC. 110.30%0.30%0.30%Q3 2023Q3 20231
Inspire Advisors, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
Carnegie Capital Asset Management, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
BARCLAYS PLC 110.00%0.00%0.00%Q2 2021Q2 20211
Prostatis Group LLC 110.26%0.26%0.26%Q4 2021Q4 20211
Cordant, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Kessler Investment Group, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Reby Advisors, LLC 1113.50%13.50%13.50%Q4 2020Q4 20201
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
RFP Financial Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Beaumont Financial Partners, LLC 110.22%0.22%0.22%Q3 2022Q3 20221
Silicon Hills Wealth Management, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
IFS Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Paragon Wealth Strategies, LLC 110.06%0.06%0.06%Q4 2023Q4 20231
CNB Bank 110.00%0.00%0.00%Q2 2019Q2 20191
Berkshire Money Management, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Bordeaux Wealth Advisors LLC 110.23%0.23%0.23%Q1 2023Q1 20231
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.02%0.02%0.02%Q1 2021Q1 20211
Purus Wealth Management, LLC 110.14%0.14%0.14%Q3 2021Q3 20211
V Wealth Advisors LLC 110.01%0.01%0.01%Q2 2017Q2 20171
S.A. Mason LLC 110.05%0.05%0.05%Q4 2019Q4 20191
IAG Wealth Partners, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Signify Wealth 115.63%5.63%5.63%Q3 2021Q3 20211
Financial Avengers, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Heritage Financial Services, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
SFMG, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Ipsen Advisor Group LLC 110.29%0.29%0.29%Q4 2022Q4 20221
Checchi Capital Advisers, LLC 110.31%0.31%0.31%Q1 2017Q1 20171
TILIA FIDUCIARY PARTNERS, INC. 110.01%0.01%0.01%Q2 2023Q2 20231
Jane Street Holding, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Freedom Investment Management, Inc. 110.05%0.05%0.05%Q3 2022Q3 20221
Carlsbad Wealth Advisory Group, Inc. 1113.65%13.65%13.65%Q2 2023Q2 20231
CHECK CAPITAL MANAGEMENT INC/CA 110.01%0.01%0.01%Q4 2021Q4 20211
Clarus Wealth Advisors 110.54%0.54%0.54%Q3 2022Q3 20221
Oak Asset Management, LLC 111.92%1.92%1.92%Q2 2022Q2 20221
FLPUTNAM INVESTMENT MANAGEMENT CO 110.01%0.01%0.01%Q4 2022Q4 20221
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
TUCKER ASSET MANAGEMENT LLC 110.02%0.02%0.02%Q3 2023Q3 20231
New England Private Wealth Advisors LLC 110.24%0.24%0.24%Q3 2023Q3 20231
Elevation Capital Advisory, LLC 110.23%0.23%0.23%Q2 2021Q2 20211
Guidance Point Advisors, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
FourThought Financial Partners, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
McKinley Carter Wealth Services, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
Briaud Financial Planning, Inc 110.04%0.04%0.04%Q3 2023Q3 20231
BREMER TRUST NATIONAL ASSOCIATION 110.00%0.00%0.00%Q4 2018Q4 20181
Chicago Wealth Management, Inc. 111.21%1.21%1.21%Q4 2019Q4 20191
Main Street Research LLC 110.05%0.05%0.05%Q3 2018Q3 20181
Zullo Investment Group, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Columbia Trust Co 01012016 110.11%0.11%0.11%Q2 2023Q2 20231
OLD MISSION CAPITAL LLC 110.11%0.11%0.11%Q2 2020Q2 20201
Atlas Wealth Partners, LLC 112.41%2.41%2.41%Q2 2023Q2 20231
Veritable, L.P. 110.02%0.02%0.02%Q3 2019Q3 20191
Archford Capital Strategies, LLC 110.69%0.69%0.69%Q3 2023Q3 20231
TFB Advisors LLC 110.22%0.22%0.22%Q2 2023Q2 20231
Team Financial Group, LLC 110.82%0.82%0.82%Q3 2023Q3 20231
CAPITAL WEALTH MANAGEMENT, LLC 111.29%1.29%1.29%Q4 2022Q4 20221
Ergoteles LLC 110.04%0.04%0.04%Q2 2022Q2 20221
HERITAGE WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
San Luis Wealth Advisors LLC 110.09%0.09%0.09%Q1 2023Q1 20231
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 110.14%0.14%0.14%Q1 2020Q1 20201
WestHill Financial Advisors, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.00%0.00%0.00%Q1 2018Q1 20181
Secure Asset Management, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
ROMAN BUTLER FULLERTON & CO 110.34%0.34%0.34%Q4 2022Q4 20221
MARCO INVESTMENT MANAGEMENT LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Strategic Advocates LLC 118.01%8.01%8.01%Q3 2023Q3 20231
FIRST NATIONAL CORP /MA/ /ADV 110.00%0.00%0.00%Q1 2019Q1 20191
StrategIQ Financial Group, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
REFRAME WEALTH, LLC 110.12%0.12%0.12%Q4 2022Q4 20221
GoalVest Advisory LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Stuart Chaussee & Associates, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
GFS Private Wealth, LLC 114.38%4.38%4.38%Q4 2017Q4 20171
EAGLE ROCK INVESTMENT COMPANY, LLC 110.17%0.17%0.17%Q4 2022Q4 20221
Personal Wealth Partners 110.00%0.00%0.00%Q3 2019Q3 20191
Ferris Capital, LLC 113.04%3.04%3.04%Q2 2021Q2 20211
Bell Rock Capital LLC 110.56%0.56%0.56%Q2 2022Q2 20221
Clear Creek Financial Management, LLC 110.79%0.79%0.79%Q3 2021Q3 20211
Masso Torrence Wealth Management Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Lindenwold Advisors, INC 110.15%0.15%0.15%Q4 2022Q4 20221
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q4 2022Q4 20221
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2020Q2 20201
Pallas Capital Advisors LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Baltimore-Washington Financial Advisors, Inc. 110.02%0.02%0.02%Q3 2022Q3 20221
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 110.07%0.07%0.07%Q2 2021Q2 20211
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 110.75%0.75%0.75%Q2 2021Q2 20211
Impact Partnership Wealth, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
AllGen Financial Advisors, Inc. 112.82%2.82%2.82%Q3 2023Q3 20231
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110.02%0.02%0.02%Q4 2017Q4 20171
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q1 2014Q1 20141
Legacy Capital Group California, Inc. 110.12%0.12%0.12%Q3 2023Q3 20231
Capstone Triton Financial Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Beacon Bridge Wealth Partners, LLC 110.35%0.35%0.35%Q3 2023Q3 20231
EQUITABLE TRUST CO 110.01%0.01%0.01%Q4 2021Q4 20211
JEPPSON WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
FINANCIAL CONSULATE, INC 110.15%0.15%0.15%Q3 2023Q3 20231
COMERICA SECURITIES,INC. 110.03%0.03%0.03%Q3 2023Q3 20231
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Legacy Financial Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
LITTLE HOUSE CAPITAL LLC 110.25%0.25%0.25%Q2 2020Q2 20201
FULTON BREAKEFIELD BROENNIMAN LLC 110.03%0.03%0.03%Q4 2019Q4 20191
LAKE STREET PRIVATE WEALTH, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Danda Trouve Investment Management, Inc. 110.01%0.01%0.01%Q3 2022Q3 20221
Altus Wealth Group LLC 112.60%2.60%2.60%Q4 2022Q4 20221
Employees Retirement System of Texas 110.02%0.02%0.02%Q2 2018Q2 20181
Financial Enhancement Group LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Vectors Research Management, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Financial Gravity Asset Management, Inc. 110.03%0.03%0.03%Q3 2019Q3 20191
INVENIO WEALTH PARTNERS LLC 111.44%1.44%1.44%Q3 2023Q3 20231
Wolff Financial Management LLC 110.08%0.08%0.08%Q1 2023Q1 20231
Banque Cantonale Vaudoise 110.01%0.01%0.01%Q3 2023Q3 20231
tru Independence LLC 110.02%0.02%0.02%Q4 2019Q4 20191
MCDONALD PARTNERS LLC 110.09%0.09%0.09%Q2 2023Q2 20231
CFS Investment Advisory Services, LLC 1113.92%13.92%13.92%Q2 2021Q2 20211
Gryphon Financial Partners LLC 110.06%0.06%0.06%Q4 2018Q4 20181
Hoxton Financial, Inc. 110.00%0.00%0.00%Q1 2016Q1 20161
Ethos Financial Group, LLC 112.72%2.72%2.72%Q3 2023Q3 20231
Epic Trust Investment Advisors, LLC 110.65%0.65%0.65%Q4 2021Q4 20211
Gainplan LLC 113.56%3.56%3.56%Q3 2019Q3 20191
Prosperitas Financial LLC 115.49%5.49%5.49%Q3 2023Q3 20231
Robertson Stephens Wealth Management, LLC 110.09%0.09%0.09%Q3 2020Q3 20201
Jacobus Wealth Management, Inc. 110.03%0.03%0.03%Q3 2017Q3 20171
External links

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