SCHWAB STRATEGIC TR shareholder history

Current and past SCHWAB STRATEGIC TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 44440.00%0.00%0.00%Q3 2013Q2 2024103
Cutler Group LLC / CA 2110.00%0.00%0.06%Q4 2015Q1 202465
Citadel Advisors 1710.00%0.00%0.00%Q2 2014Q2 202454
Destination Wealth Management 46460.02%0.04%0.26%Q1 2013Q2 202446
CONDOR CAPITAL MANAGEMENT 45450.18%0.49%0.80%Q2 2013Q2 202445
ProVise Management Group, LLC 45450.09%1.90%3.49%Q2 2013Q2 202445
Mariner, LLC 45450.06%0.86%2.40%Q2 2013Q2 202445
CABOT WEALTH MANAGEMENT INC 45450.05%0.24%0.88%Q2 2013Q2 202445
Summit Asset Management, LLC 45455.26%7.30%8.93%Q2 2013Q2 202445
BANK OF AMERICA CORP /DE/ 45450.00%0.00%0.02%Q2 2013Q2 202445
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 45450.19%0.54%0.81%Q2 2013Q2 202445
GHP Investment Advisors, Inc. 45450.13%1.15%1.83%Q2 2013Q2 202445
Madden Advisory Services, Inc. 45450.01%2.53%5.11%Q2 2013Q2 202445
ENVESTNET ASSET MANAGEMENT INC 45450.00%0.12%1.02%Q2 2013Q2 202445
WELLS FARGO & COMPANY/MN 45450.00%0.00%0.02%Q2 2013Q2 202445
Marquette Asset Management, LLC 454515.34%19.57%24.96%Q2 2013Q2 202445
MORGAN STANLEY 45450.00%0.01%0.02%Q2 2013Q2 202445
AMERIPRISE FINANCIAL INC 45450.00%0.02%0.10%Q2 2013Q2 202445
LPL Financial LLC 45450.00%0.10%0.19%Q2 2013Q2 202445
Newman Dignan & Sheerar, Inc. 45450.20%2.80%4.89%Q2 2013Q2 202445
UNITED CAPITAL FINANCIAL ADVISORS, LLC 45450.07%0.31%0.63%Q2 2013Q2 202445
SIGNATUREFD, LLC 45450.00%0.06%0.20%Q2 2013Q2 202445
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 44440.17%0.28%0.42%Q2 2013Q1 202444
DELTA ASSET MANAGEMENT LLC/TN 44440.02%0.02%0.03%Q3 2013Q2 202444
HENGEHOLD CAPITAL MANAGEMENT LLC 44440.46%4.00%10.80%Q3 2013Q2 202444
Sequoia Financial Advisors, LLC 43430.04%0.65%4.67%Q4 2013Q2 202443
L. Roy Papp & Associates, LLP 2710.06%0.13%0.28%Q2 2013Q2 202443
Tradewinds Capital Management, LLC 43430.02%0.72%2.98%Q4 2013Q2 202443
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2771.23%4.89%17.98%Q2 2013Q2 202443
US BANCORP \DE\ 43430.00%0.01%0.05%Q4 2013Q2 202443
Apriem Advisors 4110.00%0.87%4.35%Q2 2013Q2 202442
Creative Planning 3660.00%0.02%0.08%Q4 2013Q2 202442
Gemmer Asset Management LLC 42423.94%6.25%8.90%Q1 2014Q2 202442
JMG Financial Group, Ltd. 42420.07%0.18%0.40%Q1 2014Q2 202442
One Capital Management, LLC 42420.26%1.49%2.43%Q1 2014Q2 202442
IMA Advisory Services, Inc. 42420.68%0.99%1.32%Q2 2013Q3 202342
Curbstone Financial Management Corp 42421.30%1.79%3.08%Q1 2014Q2 202442
ROYAL BANK OF CANADA 3920.00%0.00%0.02%Q3 2013Q2 202441
BANK OF MONTREAL /CAN/ 41410.00%0.00%0.00%Q2 2014Q2 202441
Avior Wealth Management, LLC 28130.01%0.41%3.24%Q1 2014Q2 202441
OARSMAN CAPITAL, INC. 41410.15%0.30%0.77%Q2 2014Q2 202441
Cambridge Investment Research Advisors, Inc. 41410.01%0.12%0.27%Q2 2014Q2 202441
FAS Wealth Partners, Inc. 41410.84%2.73%7.16%Q2 2014Q2 202441
CITIGROUP INC 3710.00%0.00%0.01%Q1 2014Q2 202440
Garde Capital, Inc. 3640.06%0.79%2.12%Q2 2014Q2 202440
Nadler Financial Group, Inc. 40400.56%3.11%5.70%Q3 2014Q2 202440
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3190.00%0.05%0.15%Q2 2014Q2 202440
Evensky & Katz LLC 40400.03%0.07%0.22%Q3 2014Q2 202440
PITTENGER & ANDERSON INC 40400.00%0.01%0.01%Q3 2014Q2 202440
VALLEY NATIONAL ADVISERS INC 39390.12%0.61%3.54%Q4 2014Q2 202439
Courage Miller Partners, LLC 39391.14%1.80%2.77%Q4 2014Q2 202439
First Personal Financial Services 39390.79%1.38%2.84%Q4 2014Q2 202439
Wealth Architects, LLC 39390.09%0.20%0.37%Q4 2014Q2 202439
Koshinski Asset Management, Inc. 39390.37%1.79%4.66%Q4 2014Q2 202439
LVW Advisors, LLC 39390.26%2.07%3.07%Q4 2014Q2 202439
GOLDMAN SACHS GROUP INC 1610.00%0.00%0.01%Q3 2012Q2 202439
Spectrum Asset Management, Inc. (NB/CA) 39393.01%6.90%11.11%Q4 2014Q2 202439
Cambridge Advisors Inc. 39390.49%0.90%1.49%Q4 2014Q2 202439
Sigma Planning Corp 39390.12%0.26%0.74%Q4 2014Q2 202439
GW HENSSLER & ASSOCIATES LTD 39390.03%0.12%0.21%Q4 2014Q2 202439
UBS Group AG 39390.00%0.01%0.02%Q4 2014Q2 202439
Capital Directions Investment Advisors, LLC 3170.09%0.12%0.19%Q2 2013Q4 202238
Bartlett & Co. LLC 22160.00%0.05%0.09%Q2 2014Q4 202338
TCI Wealth Advisors, Inc. 38380.05%0.12%0.28%Q1 2015Q2 202438
Sharkey, Howes & Javer 38380.06%1.95%15.29%Q1 2015Q2 202438
Stratos Wealth Partners, LTD. 38380.06%0.20%0.33%Q1 2015Q2 202438
Eagle Capital Management, LLC 1770.36%1.12%3.91%Q4 2013Q2 202438
Financial Management Professionals, Inc. 37370.00%3.92%19.60%Q2 2015Q2 202437
Tower Research Capital LLC (TRC) 3220.00%0.06%0.30%Q4 2014Q2 202437
Financial Architects, Inc 3210.02%0.35%0.68%Q3 2013Q2 202337
Cetera Advisor Networks LLC 37370.02%0.30%0.52%Q4 2014Q4 202337
UMB Bank, n.a. 36360.01%0.03%0.06%Q3 2015Q2 202436
Advisory Services Network, LLC 3060.00%0.08%0.22%Q2 2015Q2 202436
ROCKY MOUNTAIN ADVISERS, LLC 36360.16%0.65%0.98%Q3 2015Q2 202436
FC Advisory LLC 36360.37%0.51%0.93%Q3 2015Q2 202436
JFS WEALTH ADVISORS, LLC 36360.45%1.07%1.91%Q3 2015Q2 202436
CAHILL FINANCIAL ADVISORS INC 36360.18%0.63%1.21%Q3 2015Q2 202436
MUFG Americas Holdings Corp 36360.00%0.32%0.77%Q4 2013Q3 202236
Parkside Financial Bank & Trust 36360.03%0.21%0.36%Q3 2015Q2 202436
ZACKS INVESTMENT MANAGEMENT 2210.00%0.01%0.01%Q4 2014Q2 202435
DUNCKER STREETT & CO INC 35350.01%0.25%0.48%Q4 2015Q2 202435
PNC FINANCIAL SERVICES GROUP, INC. 2920.00%0.00%0.00%Q1 2015Q2 202435
Raymond James Financial Services Advisors, Inc. 1710.04%0.18%0.50%Q2 2013Q2 202435
FIRST NATIONAL BANK OF OMAHA 3410.01%0.06%0.09%Q2 2014Q1 202335
BlackRock Finance, Inc. 35350.00%0.00%0.00%Q4 2015Q2 202435
Krilogy Financial LLC 3415.66%8.46%10.56%Q3 2015Q2 202435
Kelman-Lazarov, Inc. 34340.98%7.30%13.30%Q1 2016Q2 202434
Asset Dedication, LLC 2680.00%0.32%0.68%Q4 2015Q2 202434
Alliance Wealth Management Group 3130.52%0.91%2.09%Q4 2015Q2 202434
IFP Advisors, Inc 20140.00%0.29%0.94%Q4 2015Q2 202434
Texas Yale Capital Corp. 34340.05%0.14%0.19%Q1 2016Q2 202434
Ironwood Financial, llc 2340.04%0.06%0.10%Q4 2014Q2 202434
HighTower Advisors, LLC 3310.01%0.08%0.16%Q2 2013Q2 202434
Burt Wealth Advisors 2310.01%0.22%1.88%Q4 2014Q2 202433
APPLETON GROUP, LLC 1950.23%13.19%41.34%Q2 2014Q3 202333
NWAM LLC 19140.02%0.10%0.15%Q4 2015Q1 202433
MinichMacGregor Wealth Management, LLC 1740.72%5.61%10.02%Q4 2015Q2 202433
Bristlecone Advisors, LLC 21120.14%0.25%0.73%Q1 2016Q2 202433
Parsec Financial Management, Inc. 33330.02%1.09%2.23%Q1 2015Q1 202333
Clearwater Capital Advisors, LLC 33330.15%0.41%0.74%Q2 2016Q2 202433
CAPTRUST FINANCIAL ADVISORS 3020.02%0.13%0.30%Q4 2015Q2 202432
LOWE BROCKENBROUGH & CO INC 32320.04%0.60%2.65%Q3 2016Q2 202432
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1830.10%0.54%1.26%Q2 2014Q3 202232
MONEYWISE, INC. 32320.19%0.24%0.32%Q3 2016Q2 202432
NORTHERN TRUST CORP 2910.00%0.00%0.00%Q1 2015Q2 202432
Blume Capital Management, Inc. 31310.01%0.02%0.05%Q4 2016Q2 202431
OPTIMUM INVESTMENT ADVISORS 2650.00%0.00%0.01%Q1 2014Q2 202431
SECURITY NATIONAL BANK OF SO DAK 2050.52%0.66%0.84%Q2 2016Q2 202431
Atria Investments, Inc 17140.03%0.26%0.70%Q3 2016Q2 202431
BLAIR WILLIAM & CO/IL 31310.00%0.01%0.02%Q4 2016Q2 202431
FMR LLC 31310.00%0.00%0.00%Q4 2016Q2 202431
ALBION FINANCIAL GROUP /UT 18130.02%0.22%0.35%Q3 2016Q2 202431
Jentner Corp 31310.35%0.62%0.94%Q4 2016Q2 202431
CREATIVE FINANCIAL DESIGNS INC /ADV 31310.00%0.16%0.57%Q4 2016Q2 202431
BAILARD, INC. 31310.02%0.04%0.06%Q4 2016Q2 202431
McAdam, LLC 31316.93%9.03%11.12%Q4 2016Q2 202431
Pacific Wealth Strategies Group, Inc. 31312.47%4.96%8.13%Q4 2016Q2 202431
CWM, LLC 20110.00%0.47%0.82%Q3 2016Q2 202431
Cetera Advisors LLC 2830.02%0.18%0.39%Q1 2016Q4 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
Capital Investment Advisory Services, LLC 31310.09%0.44%1.23%Q4 2016Q2 202431
COLDSTREAM CAPITAL MANAGEMENT INC 2470.06%0.35%0.74%Q3 2016Q2 202431
Financial Engines Advisors L.L.C. 31312.37%8.96%31.17%Q4 2016Q2 202431
MATHER GROUP, LLC. 31310.19%8.50%12.17%Q4 2016Q2 202431
Patriot Financial Group Insurance Agency, LLC 31310.23%2.31%8.29%Q4 2016Q2 202431
FINANCIAL COUNSELORS INC 31310.02%0.89%1.23%Q4 2016Q2 202431
Liberty Capital Management, Inc. 16150.07%0.55%1.06%Q3 2016Q2 202431
Avantax Planning Partners, Inc. 313114.40%20.14%25.35%Q4 2016Q2 202431
Frontier Wealth Management LLC 31310.01%0.28%0.92%Q4 2014Q2 202231
SEI INVESTMENTS CO 3010.00%0.45%1.30%Q3 2015Q2 202431
Stearns Financial Services Group 30300.21%0.40%0.50%Q2 2013Q3 202030
Global Retirement Partners, LLC 20100.01%0.12%0.27%Q4 2016Q2 202430
FIFTH THIRD BANCORP 2910.00%0.00%0.00%Q1 2016Q2 202430
Domani Wealth, LLC 30300.11%0.20%0.58%Q4 2015Q1 202330
Gradient Investments LLC 2320.00%0.00%0.01%Q2 2014Q2 202430
Private Advisor Group, LLC 30300.01%0.13%0.30%Q1 2017Q2 202430
Kingsview Wealth Management, LLC 30300.13%0.83%3.03%Q1 2017Q2 202430
CENTRAL TRUST Co 30300.00%0.00%0.01%Q1 2017Q2 202430
Savant Capital, LLC 30300.07%0.23%0.84%Q1 2017Q2 202430
HARTLINE INVESTMENT CORP/ 2020.03%0.18%0.57%Q3 2014Q2 202430
MML INVESTORS SERVICES, LLC 29290.02%0.14%0.58%Q2 2017Q2 202429
Cetera Investment Advisers 29290.09%0.34%0.78%Q1 2017Q1 202429
Invst, LLC 29293.42%5.93%10.81%Q2 2017Q2 202429
Geneos Wealth Management Inc. 2120.00%0.03%0.45%Q1 2016Q2 202429
FRG Family Wealth Advisors LLC 29290.29%2.07%3.39%Q2 2017Q2 202429
OneDigital Investment Advisors LLC 29290.85%2.96%5.80%Q2 2017Q2 202429
FAGAN ASSOCIATES, INC. 29290.06%0.41%0.98%Q2 2017Q2 202429
Covington Capital Management 29290.14%0.47%0.60%Q3 2015Q3 202229
B & T Capital Management DBA Alpha Capital Management 29292.62%3.82%9.29%Q2 2017Q2 202429
SAGE FINANCIAL GROUP INC 29290.18%0.71%1.20%Q2 2017Q2 202429
Ausdal Financial Partners, Inc. 29290.10%0.57%1.75%Q2 2017Q2 202429
CLEAR INVESTMENT RESEARCH, LLC 29290.17%0.60%0.95%Q2 2017Q2 202429
SMITHBRIDGE ASSET MANAGEMENT INC/DE 29290.19%1.48%2.08%Q2 2017Q2 202429
Alpha Omega Wealth Management LLC 18110.00%0.07%0.15%Q4 2016Q2 202429
Meridian Wealth Management, LLC 29290.23%0.46%1.22%Q4 2016Q4 202329
Valeo Financial Advisors, LLC 28280.03%0.04%0.08%Q3 2017Q2 202428
Linscomb Wealth, Inc. 28280.06%0.10%0.29%Q3 2017Q2 202428
JANICZEK WEALTH MANAGEMENT, LLC 28280.12%1.22%7.78%Q3 2017Q2 202428
Institute for Wealth Management, LLC. 2260.64%0.84%1.03%Q2 2017Q2 202428
D L CARLSON INVESTMENT GROUP INC 2510.06%0.16%0.32%Q3 2016Q2 202428
COLONY GROUP LLC 2710.02%0.06%0.10%Q4 2015Q3 202328
Sargent Bickham Lagudis LLC 28280.04%0.42%1.12%Q1 2016Q4 202228
B. Riley Wealth Advisors, Inc. 2210.00%0.05%0.16%Q2 2013Q2 202428
REILLY FINANCIAL ADVISORS, LLC 28280.01%0.26%0.52%Q1 2015Q4 202128
MERITAGE PORTFOLIO MANAGEMENT 2310.02%0.13%0.46%Q4 2016Q2 202428
Denver PWM, LLC 2430.74%8.67%12.15%Q3 2017Q2 202427
AE Wealth Management LLC 27270.04%0.10%0.50%Q4 2017Q2 202427
AJ WEALTH STRATEGIES, LLC 27270.22%0.63%1.30%Q4 2016Q2 202327
Santori & Peters, Inc. 27270.58%1.99%3.39%Q4 2017Q2 202427
HoyleCohen, LLC 27270.21%0.29%0.44%Q4 2017Q2 202427
COMMONWEALTH EQUITY SERVICES, LLC 27270.07%0.11%0.15%Q4 2017Q2 202427
Cutter & CO Brokerage, Inc. 2430.14%0.20%0.25%Q1 2017Q2 202427
COOPER/HAIMS ADVISORS, LLC 27270.81%1.98%6.09%Q4 2017Q2 202427
Broadview Financial Management, LLC 27271.09%2.07%2.66%Q4 2017Q2 202427
Front Row Advisors LLC 27270.12%0.18%0.25%Q4 2017Q2 202427
LINCOLN NATIONAL CORP 27270.02%0.05%0.24%Q3 2017Q1 202427
Edge Wealth Management LLC 27270.10%0.21%0.32%Q2 2013Q4 201927
RAYMOND JAMES & ASSOCIATES 2520.00%0.01%0.02%Q1 2016Q2 202427
WOLVERINE TRADING, LLC 610.00%0.00%0.01%Q2 2017Q2 202427
Asset Planning Services, Ltd. 27270.10%0.15%0.24%Q2 2015Q4 202127
Mutual Advisors, LLC 27270.15%0.42%0.68%Q4 2017Q2 202427
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.26%1.02%Q2 2013Q4 201927
Carmichael Hill & Associates, Inc. 27270.57%0.71%0.90%Q4 2017Q2 202427
Acorn Wealth Advisors, LLC 27270.22%0.41%0.88%Q4 2017Q2 202427
LEVEL FOUR ADVISORY SERVICES, LLC 27270.01%0.03%0.07%Q4 2016Q2 202327
OGOREK ANTHONY JOSEPH /NY/ /ADV 27270.03%0.73%2.29%Q4 2017Q2 202427
AlphaStar Capital Management, LLC 27270.03%0.97%2.92%Q2 2017Q4 202327
RKL Wealth Management LLC 27270.73%1.43%2.19%Q4 2017Q2 202427
SeaCrest Wealth Management, LLC 27270.65%0.82%1.40%Q4 2017Q2 202427
AdvisorNet Financial, Inc 27270.14%0.27%0.45%Q4 2017Q2 202427
MARK SHEPTOFF FINANCIAL PLANNING, LLC 1890.00%0.01%0.03%Q3 2017Q2 202427
JANE STREET GROUP, LLC 1010.00%0.02%0.10%Q1 2014Q2 202427
SVA Wealth Management, LLC 27270.09%0.16%0.24%Q2 2014Q4 202027
MONETA GROUP INVESTMENT ADVISORS LLC 27270.02%0.84%1.92%Q4 2017Q2 202427
Lutz Financial Services LLC 27270.05%0.07%0.10%Q4 2017Q2 202427
Legacy Financial Strategies, LLC 27270.30%9.99%17.34%Q4 2017Q2 202427
GLENMEDE TRUST CO NA 2150.00%0.00%0.00%Q3 2016Q2 202426
Good Life Advisors, LLC 26260.04%0.09%0.23%Q1 2018Q2 202426
Capital Investment Advisors, LLC 26260.01%0.01%0.02%Q1 2018Q2 202426
BARTLETT & CO. WEALTH MANAGEMENT LLC 26260.03%0.06%0.09%Q1 2018Q2 202426
Allen Capital Group, LLC 2060.07%0.26%0.75%Q4 2017Q2 202426
Chesapeake Wealth Management 26260.10%0.75%1.54%Q1 2018Q2 202426
J.P. Morgan Private Wealth Advisors LLC 26260.00%0.00%0.01%Q2 2017Q3 202326
COUNTRY TRUST BANK 26260.00%0.00%0.00%Q1 2018Q2 202426
Seneca House Advisors 1970.11%0.54%1.35%Q4 2017Q2 202426
Tiller Private Wealth, Inc. 2240.16%0.26%0.60%Q4 2017Q2 202426
Focused Wealth Management, Inc 26260.03%0.32%0.77%Q1 2018Q2 202426
CIBC Private Wealth Group LLC 16100.00%0.00%0.01%Q4 2017Q2 202426
EP Wealth Advisors, LLC 2410.04%0.13%0.44%Q4 2013Q2 202426
Cornerstone Wealth Management, LLC 2060.04%0.14%0.21%Q4 2017Q2 202426
First Command Bank 26260.00%0.01%0.01%Q1 2017Q2 202326
First Horizon Advisors, Inc. 2510.00%0.01%0.02%Q4 2014Q2 202426
First Command Financial Services, Inc. 26260.00%0.00%0.01%Q1 2017Q2 202326
Dynamic Advisor Solutions LLC 26260.06%0.35%0.57%Q1 2018Q2 202426
VAUGHAN DAVID INVESTMENTS LLC/IL 26260.01%0.02%0.04%Q4 2014Q1 202126
Financial Advocates Investment Management 26260.04%0.22%0.40%Q1 2018Q2 202426
Voya Financial Advisors, Inc. 25250.30%0.71%0.85%Q1 2015Q1 202125
Steward Partners Investment Advisory, LLC 2140.00%0.01%0.05%Q4 2017Q2 202425
CLIFFORD SWAN INVESTMENT COUNSEL LLC 25250.01%0.02%0.03%Q2 2018Q2 202425
Cypress Capital Management LLC (WY) 14110.00%0.39%2.55%Q4 2016Q2 202425
Continuum Advisory, LLC 1210.03%0.31%0.90%Q1 2017Q2 202425
CENTAURUS FINANCIAL, INC. 25250.02%0.15%0.35%Q1 2018Q1 202425
Csenge Advisory Group 25250.04%0.12%0.23%Q2 2018Q2 202425
Advisory Alpha, LLC 1310.02%0.62%1.95%Q1 2017Q1 202425
Blackhawk Capital Partners LLC. 2320.34%1.61%3.11%Q4 2017Q2 202425
Fund Evaluation Group, LLC 252511.68%17.19%22.74%Q2 2018Q2 202425
Brand Asset Management Group, Inc. 25250.24%0.91%1.61%Q2 2018Q2 202425
Diversified Trust Co 2230.02%0.03%0.04%Q1 2018Q2 202425
TOTAL INVESTMENT MANAGEMENT INC 1110.06%6.39%15.55%Q4 2016Q2 202425
FINANCIAL LIFE ADVISORS 1690.23%0.31%0.37%Q4 2017Q2 202425
PINNACLE FINANCIAL PARTNERS INC 2210.01%0.01%0.03%Q3 2017Q2 202425
Beacon Capital Management, Inc. 15100.00%0.00%0.00%Q3 2017Q4 202325
Towercrest Capital Management 25250.30%0.36%0.61%Q2 2018Q2 202425
JOHNSON INVESTMENT COUNSEL INC 25250.01%0.05%0.17%Q2 2018Q2 202425
Pegasus Partners Ltd. 25250.07%0.67%2.92%Q2 2018Q2 202425
WHITTIER TRUST CO OF NEVADA INC 1960.00%0.00%0.00%Q1 2018Q2 202425
HOWE & RUSLING INC 2110.00%0.00%0.00%Q4 2017Q2 202425
WHITENER CAPITAL MANAGEMENT, INC. 1720.09%0.15%0.21%Q4 2017Q2 202425
NewSquare Capital LLC 25250.00%0.00%0.01%Q2 2018Q2 202425
LCNB CORP 25251.67%3.06%5.09%Q2 2018Q2 202425
Janney Montgomery Scott LLC 24240.00%0.01%0.01%Q3 2018Q2 202424
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.06%0.49%1.18%Q3 2018Q2 202424
PFG Advisors 1680.15%0.31%0.57%Q1 2018Q2 202424
Parallel Advisors, LLC 24240.01%0.01%0.02%Q3 2018Q2 202424
Windsor Wealth Management, Inc. 24240.11%0.33%0.66%Q4 2017Q3 202324
BUCKINGHAM STRATEGIC WEALTH, LLC 2220.02%0.07%0.21%Q2 2018Q2 202424
Homrich & Berg 24240.07%0.23%0.34%Q4 2015Q3 202124
Sandy Spring Bank 1350.00%0.00%0.01%Q1 2016Q2 202424
YorkBridge Wealth Partners, LLC 24240.00%0.20%0.35%Q1 2017Q4 202224
Live Your Vision, LLC 24241.14%2.10%2.92%Q2 2013Q1 201924
Mokosak Advisory Group, LLC 24240.80%12.74%18.86%Q3 2018Q2 202424
Clark Capital Management Group, Inc. 1770.09%0.26%0.58%Q2 2018Q2 202424
Westbourne Investment Advisors, Inc. 24240.16%1.10%1.78%Q3 2018Q2 202424
Northwest Capital Management Inc 2310.18%0.33%0.66%Q4 2017Q2 202424
Stratos Wealth Advisors, LLC 23230.97%2.22%4.88%Q4 2018Q2 202423
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 23238.10%11.03%13.83%Q4 2018Q2 202423
CRA Financial Services, LLC 23232.16%3.46%4.70%Q4 2018Q2 202423
Prestige Wealth Management Group LLC 23230.36%0.71%1.52%Q4 2018Q2 202423
USAdvisors Wealth Management, LLC 1440.13%3.44%6.45%Q4 2017Q2 202423
HCR Wealth Advisors 1940.17%0.62%0.81%Q2 2018Q2 202423
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 13100.02%0.04%0.07%Q3 2018Q2 202423
Ackerman Capital Advisors, LLC 1710.00%2.59%6.52%Q1 2018Q2 202423
HBK Sorce Advisory LLC 23230.03%0.05%0.09%Q4 2018Q2 202423
BENJAMIN F. EDWARDS & COMPANY, INC. 2120.00%0.04%0.15%Q3 2016Q2 202423
Bison Wealth, LLC 2210.00%0.30%0.77%Q4 2014Q2 202223
Perigon Wealth Management, LLC 1910.00%0.42%0.81%Q3 2011Q2 202423
Global Strategic Investment Solutions, LLC 23231.13%3.86%6.69%Q4 2018Q2 202423
Strategic Family Wealth Counselors, L.L.C. 23232.80%3.81%4.91%Q4 2018Q2 202423
Simplicity Solutions, LLC 1310.01%0.16%0.70%Q4 2015Q4 202323
First Bank & Trust 23230.02%0.04%0.05%Q4 2016Q2 202223
Integrated Investment Consultants, LLC 23230.10%0.68%1.92%Q4 2018Q2 202423
SOUTH TEXAS MONEY MANAGEMENT LTD 23230.04%0.14%0.20%Q1 2014Q3 201923
Larson Financial Group LLC 23230.01%0.02%0.13%Q4 2018Q2 202423
Chicago Partners Investment Group LLC 1710.01%0.10%0.23%Q2 2017Q2 202423
FinTrust Capital Advisors, LLC 23230.05%0.13%0.24%Q4 2018Q2 202423
ASSETMARK, INC 2210.00%0.28%0.37%Q2 2018Q2 202423
GenWealth Group, Inc. 2210.09%0.51%0.79%Q3 2018Q2 202423
Gratus Capital, LLC 23230.02%0.70%4.17%Q4 2018Q2 202423
ACCESS FINANCIAL SERVICES, INC. 23230.15%0.32%0.55%Q4 2018Q2 202423
Beacon Pointe Advisors, LLC 23230.43%0.78%1.50%Q4 2018Q2 202423
MARSHALL FINANCIAL GROUP INC /ADV 23237.96%9.53%10.98%Q4 2018Q2 202423
Modera Wealth Management, LLC 2210.02%0.11%0.41%Q3 2018Q2 202423
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 23231.53%6.53%13.23%Q4 2018Q2 202423
JPMORGAN CHASE & CO 23230.00%0.00%0.01%Q4 2018Q2 202423
Trek Financial, LLC 23230.03%0.08%0.19%Q4 2018Q2 202423
Laurel Wealth Advisors LLC 23230.01%0.01%0.02%Q4 2018Q2 202423
Total Wealth Planning, LLC 23231.37%2.74%4.23%Q4 2018Q2 202423
Black Diamond Financial, LLC 23230.28%1.42%3.45%Q4 2018Q2 202423
Van Hulzen Asset Management, LLC 23230.02%0.04%0.08%Q4 2018Q2 202423
Financial Advisors, LLC 23230.40%8.04%17.49%Q4 2018Q2 202423
PRIVATE CAPITAL MANAGEMENT LLC 23230.31%0.76%1.34%Q4 2018Q2 202423
Old Port Advisors 1810.75%1.37%1.90%Q2 2018Q2 202423
HHM Wealth Advisors, LLC 232310.27%12.47%15.62%Q4 2018Q2 202423
Relaxing Retirement Coach 23231.25%2.96%6.57%Q4 2017Q2 202323
Pensionmark Financial Group, LLC 23230.33%2.84%4.67%Q4 2018Q2 202423
SevenBridge Financial Group, LLC 23230.00%0.15%0.33%Q4 2018Q2 202423
Segment Wealth Management, LLC 23230.06%0.08%0.11%Q4 2018Q2 202423
Avidian Wealth Enterprises, LLC 2210.02%0.07%0.27%Q4 2017Q2 202423
Foster Victor Wealth Advisors, LLC 23230.32%1.03%2.36%Q4 2018Q2 202423
Ancora Advisors LLC 23230.02%0.02%0.03%Q4 2018Q2 202423
ALTFEST L J & CO INC 23230.08%0.14%0.20%Q4 2018Q2 202423
Keystone Financial Group 1940.09%0.29%0.50%Q2 2018Q1 202423
Carroll Financial Associates, Inc. 23230.00%0.00%0.00%Q2 2016Q4 202123
Opes Wealth Management LLC 22221.73%3.40%7.63%Q1 2019Q2 202422
Laurel Wealth Advisors, Inc. 1750.08%0.57%1.86%Q2 2017Q4 202222
Schneider Downs Wealth Management Advisors, LP 22221.55%4.88%8.44%Q1 2019Q2 202422
Dorsey & Whitney Trust CO LLC 22220.03%0.05%0.06%Q1 2019Q2 202422
Investors Research Corp 22220.03%0.11%0.27%Q1 2019Q2 202422
Integrated Wealth Concepts LLC 2020.07%0.21%0.50%Q4 2018Q2 202422
Peachtree Investment Partners, LLC 1570.92%3.98%9.53%Q4 2018Q2 202422
Reitz Capital Advisors LLC 22220.21%13.60%21.73%Q4 2018Q1 202422
FLAGSHIP HARBOR ADVISORS, LLC 22220.01%0.03%0.04%Q4 2018Q1 202422
Financial Synergies Wealth Advisors, Inc. 22220.06%1.32%4.22%Q1 2019Q2 202422
ARTHUR M. COHEN & ASSOCIATES, LLC 22220.11%0.14%0.21%Q1 2019Q2 202422
Legend Financial Advisors, Inc. 1390.52%1.11%3.73%Q4 2018Q2 202422
Gladstone Institutional Advisory LLC 22220.19%1.27%3.62%Q1 2019Q2 202422
WEALTHSOURCE PARTNERS, LLC 1150.02%0.19%0.63%Q4 2016Q4 202322
Summit Financial Strategies, Inc. 2110.11%0.18%0.25%Q4 2018Q2 202422
SignalPoint Asset Management, LLC 22220.10%0.18%0.26%Q1 2019Q2 202422
Prime Capital Investment Advisors, LLC 22220.02%1.40%3.39%Q1 2019Q2 202422
STIFEL FINANCIAL CORP 22220.00%0.01%0.07%Q1 2019Q2 202422
Omega Financial Group, LLC 22220.11%0.32%0.61%Q1 2019Q2 202422
THRIVENT FINANCIAL FOR LUTHERANS 22220.04%0.07%0.15%Q1 2019Q2 202422
CULLEN/FROST BANKERS, INC. 22220.00%0.00%0.00%Q1 2019Q2 202422
Joseph P. Lucia & Associates, LLC 22221.65%2.57%3.18%Q1 2019Q2 202422
Princeton Global Asset Management LLC 22220.09%0.15%0.37%Q1 2019Q2 202422
KEYBANK NATIONAL ASSOCIATION/OH 22220.00%0.00%0.00%Q1 2019Q2 202422
MERCER GLOBAL ADVISORS INC /ADV 22220.06%0.30%0.69%Q1 2019Q2 202422
HARVEST GROUP WEALTH MANAGEMENT, LLC 1380.05%2.85%12.78%Q4 2017Q1 202321
Broadleaf Partners, LLC 21210.20%1.62%3.06%Q2 2019Q2 202421
LEAVELL INVESTMENT MANAGEMENT, INC. 21210.02%0.06%0.15%Q2 2019Q2 202421
IHT Wealth Management, LLC 1220.02%0.15%0.39%Q4 2017Q2 202421
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1470.03%0.04%0.06%Q1 2019Q2 202421
BERKSHIRE ASSET MANAGEMENT LLC/PA 1290.05%0.22%0.42%Q1 2019Q2 202421
Anchor Investment Management, LLC 2010.00%0.02%0.03%Q4 2018Q1 202421
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 21210.01%0.06%0.22%Q2 2019Q2 202421
Bogart Wealth, LLC 1830.04%0.33%0.64%Q4 2017Q2 202421
StoneX Group Inc. 1620.09%0.20%0.37%Q1 2018Q2 202421
Verdence Capital Advisors LLC 21210.16%1.04%2.36%Q2 2019Q2 202421
SOL Capital Management CO 21210.06%0.08%0.13%Q2 2019Q2 202421
Burleson & Company, LLC 21210.52%1.02%1.47%Q4 2017Q4 202221
Starfire Investment Advisers, Inc. 11101.67%1.88%2.26%Q1 2015Q2 202021
Shorepoint Capital Partners LLC 1291.74%3.01%4.32%Q1 2019Q2 202421
MILLENNIUM MANAGEMENT LLC 810.00%0.00%0.00%Q1 2015Q3 202321
Cerity Partners LLC 21210.02%0.07%0.22%Q2 2019Q2 202421
Kalos Management, Inc. 1530.18%0.91%2.00%Q4 2017Q2 202321
COLTON GROOME FINANCIAL ADVISORS, LLC 21210.32%3.76%13.10%Q2 2019Q2 202421
Asset Management Group, Inc. 21210.12%0.15%0.18%Q2 2019Q2 202421
Belpointe Asset Management LLC 2010.03%0.10%0.44%Q3 2018Q2 202421
COMMERCE BANK 11100.00%0.00%0.01%Q2 2017Q2 202421
Murphy, Middleton, Hinkle & Parker, Inc. 21210.22%1.45%3.40%Q2 2019Q2 202421
Heritage Wealth Advisors 21210.00%0.03%0.07%Q2 2019Q2 202421
1832 Asset Management L.P. 20200.00%0.00%0.00%Q3 2019Q2 202420
BDO Wealth Advisors, LLC 1730.00%0.01%0.03%Q2 2018Q2 202320
Cedar Brook Financial Partners, LLC 1640.12%0.23%0.56%Q1 2019Q1 202420
Founders Capital Management 1510.00%0.02%0.02%Q4 2018Q2 202420
Regent Investment Management LLC 20200.08%0.12%0.14%Q1 2018Q4 202220
STALEY CAPITAL ADVISERS INC 1310.01%0.05%0.13%Q3 2018Q2 202420
American Portfolios Advisors 20200.00%0.07%0.22%Q4 2017Q3 202220
Rockefeller Capital Management L.P. 1640.00%0.02%0.04%Q2 2019Q2 202420
Lantz Financial LLC 1730.11%0.14%0.19%Q2 2019Q2 202420
TRUSTCORE FINANCIAL SERVICES, LLC 1640.02%0.11%0.16%Q4 2017Q4 202220
ACG Wealth 1010.03%0.04%0.06%Q4 2013Q3 202220
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
MONTAG & CALDWELL, LLC 1190.01%0.09%0.46%Q2 2019Q2 202420
Aptus Capital Advisors, LLC 20200.00%0.01%0.06%Q3 2019Q2 202420
NEXT Financial Group, Inc 1110.00%0.02%0.11%Q4 2015Q4 202120
BOYS ARNOLD & CO INC 1640.08%0.11%0.17%Q1 2015Q1 202020
FORT PITT CAPITAL GROUP, LLC 20201.53%4.82%6.34%Q3 2019Q2 202420
RESTON WEALTH MANAGEMENT LLC 20200.68%2.12%3.06%Q3 2019Q2 202420
GREAT VALLEY ADVISOR GROUP, INC. 20200.04%0.10%0.25%Q3 2019Q2 202420
Vantage Investment Advisors, LLC 20200.01%0.04%0.11%Q4 2013Q3 201820
Tranquility Partners, LLC 1730.14%0.24%0.41%Q2 2019Q2 202420
MANAGED ACCOUNT SERVICES INC 20200.76%1.19%1.64%Q4 2016Q3 202120
CHARTIST INC /CA/ 860.13%0.29%0.62%Q3 2018Q2 202420
Allworth Financial LP 1420.00%0.01%0.05%Q1 2017Q2 202420
Aurora Private Wealth, Inc. 19190.07%0.26%0.70%Q4 2019Q2 202419
SIMON QUICK ADVISORS, LLC 840.00%0.05%0.10%Q1 2019Q2 202419
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
RBA Wealth Management, LLC 1180.16%0.19%0.22%Q1 2019Q2 202419
HighMark Wealth Management LLC 19190.02%0.03%0.05%Q4 2019Q2 202419
Adero Partners, LLC 19190.05%0.61%2.22%Q4 2019Q2 202419
John W. Brooker & Co., CPAs 19191.52%2.80%3.57%Q4 2019Q2 202419
XML Financial, LLC 19191.96%3.33%4.74%Q4 2019Q2 202419
BALLAST ADVISORS LLC 19196.29%8.04%11.26%Q4 2019Q2 202419
Fusion Capital, LLC 19190.48%0.64%0.90%Q4 2019Q2 202419
MBE Wealth Management, LLC 19190.22%0.28%0.39%Q4 2019Q2 202419
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1710.72%3.16%27.57%Q4 2018Q2 202419
Wealthspire Advisors, L.P. 1810.01%0.07%0.18%Q4 2015Q3 202019
ISLAY CAPITAL MANAGEMENT, LLC 19190.68%0.98%1.44%Q4 2019Q2 202419
Visionary Wealth Advisors 19191.84%3.19%5.25%Q4 2019Q2 202419
Plante Moran Financial Advisors, LLC 810.00%0.01%0.05%Q2 2016Q2 202419
STRATEGIC CAPITAL ADVISERS, INC. 19190.24%0.32%0.40%Q4 2017Q2 202219
WASHINGTON TRUST Co 1810.00%0.00%0.01%Q2 2018Q2 202419
Integrated Advisors Network LLC 19190.11%0.32%0.51%Q4 2019Q2 202419
PSI Advisors, LLC 19190.03%0.13%0.40%Q4 2019Q2 202419
Laidlaw Wealth Management LLC 19191.37%1.94%2.76%Q4 2019Q2 202419
AVANTAX ADVISORY SERVICES, INC. 19190.01%0.17%0.55%Q4 2019Q2 202419
AlphaCore Capital LLC 19190.00%0.05%0.20%Q4 2019Q2 202419
TD PRIVATE CLIENT WEALTH LLC 19190.00%0.08%0.27%Q4 2019Q2 202419
Curtis Advisory Group, LLC 19193.25%5.54%10.86%Q4 2019Q2 202419
Annex Advisory Services, LLC 19190.01%0.03%0.07%Q4 2019Q2 202419
Mayfair Advisory Group, LLC 19192.51%5.96%9.24%Q4 2019Q2 202419
LifeSteps Financial, Inc. 19190.46%0.54%0.58%Q4 2019Q2 202419
SPRENG CAPITAL MANAGEMENT, INC. 19191.65%3.35%6.19%Q4 2019Q2 202419
ROVIN CAPITAL /UT/ /ADV 19192.54%6.36%12.02%Q4 2019Q2 202419
SRS Capital Advisors, Inc. 1360.00%0.43%2.68%Q3 2019Q2 202419
Equitable Holdings, Inc. 19190.02%0.07%0.11%Q4 2019Q2 202419
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 19190.85%1.16%1.40%Q4 2019Q2 202419
MCF Advisors LLC 1310.00%0.04%0.14%Q4 2013Q2 202419
Element Wealth, LLC 19190.32%0.95%3.02%Q4 2019Q2 202419
Sculati Wealth Management, LLC 19192.00%3.19%3.82%Q4 2019Q2 202419
Affinity Capital Advisors, LLC 19191.70%3.70%8.51%Q4 2019Q2 202419
ARBOR TRUST WEALTH ADVISORS, LLC 19191.35%3.06%4.86%Q4 2019Q2 202419
Evercore Wealth Management, LLC 19190.04%0.04%0.05%Q4 2019Q2 202419
Systelligence, LLC 19193.02%5.05%9.36%Q4 2019Q2 202419
Avestar Capital, LLC 1810.09%0.65%1.17%Q4 2017Q2 202419
KCM INVESTMENT ADVISORS LLC 19190.02%0.02%0.03%Q4 2019Q2 202419
GILL CAPITAL PARTNERS, LLC 1813.72%4.59%5.54%Q4 2018Q2 202419
PRIVATE ASSET MANAGEMENT INC 1810.03%0.05%0.07%Q3 2018Q2 202319
Pinnacle Bancorp, Inc. 1810.00%0.06%0.10%Q4 2018Q2 202419
Cedar Mountain Advisors, LLC 19190.00%0.00%0.01%Q4 2019Q2 202419
MISSION WEALTH MANAGEMENT, LP 19190.02%0.03%0.16%Q4 2019Q2 202419
Lenox Wealth Management, Inc. 19190.00%0.01%0.04%Q4 2015Q2 202019
NWK Group, Inc. 19190.03%0.15%0.23%Q4 2019Q2 202419
EWG Elevate Inc. 19190.22%1.83%4.67%Q4 2019Q2 202419
Sunbelt Securities, Inc. 1610.06%1.36%2.98%Q4 2016Q2 202419
R. W. Roge & Company, Inc. 19190.68%1.03%1.49%Q4 2019Q2 202419
Royal Fund Management, LLC 19190.02%0.56%0.79%Q4 2019Q2 202419
Indie Asset Partners, LLC 19190.77%1.71%4.52%Q4 2019Q2 202419
Bank of New York Mellon Corp 1610.00%0.00%0.00%Q4 2015Q2 202419
Klingman & Associates, LLC 19190.03%0.04%0.07%Q4 2019Q2 202419
HC Advisors, LLC 1712.15%2.68%5.17%Q4 2019Q2 202418
MBM Wealth Consultants, LLC 18180.01%0.02%0.03%Q4 2018Q1 202318
Ascension Capital Advisors, Inc. 1620.13%1.19%6.67%Q4 2019Q2 202418
Accredited Investors Inc. 18180.04%0.06%0.10%Q1 2020Q2 202418
Gray Wealth Management Inc. 18180.23%0.38%0.60%Q1 2020Q2 202418
Glassman Wealth Services 1440.00%0.03%0.08%Q2 2019Q2 202418
OSAIC HOLDINGS, INC. 18180.58%0.83%1.02%Q1 2020Q2 202418
J.W. COLE ADVISORS, INC. 1170.02%0.32%1.39%Q4 2019Q2 202418
Renaissance Technologies 510.00%0.00%0.00%Q2 2018Q2 202418
SUN LIFE FINANCIAL INC 1440.01%0.08%0.46%Q4 2015Q2 202018
Steinberg Global Asset Management 18180.12%0.19%0.37%Q4 2014Q1 201918
GPM Growth Investors, Inc. 1714.10%4.96%6.38%Q4 2019Q2 202418
Cedar Wealth Management, LLC 18180.26%0.34%0.42%Q1 2020Q2 202418
SkyOak Wealth, LLC 1710.18%1.97%4.17%Q4 2019Q2 202418
Camelot Portfolios, LLC 1110.00%0.27%0.47%Q4 2017Q2 202418
Triton Wealth Management, PLLC 181812.16%19.70%26.92%Q1 2020Q2 202418
MANUFACTURERS LIFE INSURANCE COMPANY, THE 660.00%0.02%0.05%Q1 2015Q4 202018
SMITH CHAS P & ASSOCIATES PA CPAS 1710.02%0.03%0.04%Q4 2019Q2 202418
Arkadios Wealth Advisors 1080.00%0.11%0.49%Q4 2019Q2 202418
Financial Advisors Network, Inc. 1621.01%3.61%5.00%Q1 2019Q4 202318
DONALDSON CAPITAL MANAGEMENT, LLC 18180.02%0.06%0.24%Q1 2020Q2 202418
MGO ONE SEVEN LLC 1170.05%0.24%1.20%Q3 2019Q2 202418
Ameritas Investment Partners, Inc. 18180.00%0.00%0.00%Q1 2020Q2 202418
First Allied Advisory Services, Inc. 1610.01%0.03%0.09%Q4 2014Q3 202018
Global Wealth Management Investment Advisory, Inc. 1530.00%0.00%0.00%Q4 2018Q4 202318
MADDEN SECURITIES Corp 1711.62%2.59%3.64%Q4 2019Q2 202418
Marotta Asset Management 1350.22%0.46%1.05%Q4 2019Q2 202418
CAROLINAS WEALTH CONSULTING LLC 18180.08%0.12%0.18%Q1 2020Q2 202418
OLD NATIONAL BANCORP /IN/ 710.01%0.02%0.03%Q1 2017Q2 202418
TRUIST FINANCIAL CORP 18180.06%0.10%0.14%Q4 2019Q1 202418
WealthPLAN Partners, LLC 910.02%0.04%0.08%Q4 2017Q2 202418
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 1710.01%0.02%0.02%Q4 2019Q2 202418
Pinnacle Family Advisors, LLC 1260.37%1.61%4.43%Q2 2017Q2 202418
CVA Family Office, LLC 18180.04%0.11%0.38%Q1 2020Q2 202418
American Money Management, LLC 17170.06%0.10%0.16%Q2 2020Q2 202417
Focus Financial Network, Inc. 824.28%4.90%5.46%Q1 2019Q2 202417
Bigelow Investment Advisors, LLC 17170.90%1.30%1.88%Q2 2020Q2 202417
Strategic Advisors LLC 1120.04%0.44%1.44%Q3 2015Q2 202417
Brio Consultants, LLC 1610.06%4.67%10.89%Q4 2019Q2 202417
Souders Financial Advisors 17170.66%2.95%4.75%Q1 2020Q1 202417
Arkos Global Advisors 17170.05%0.09%0.14%Q2 2020Q2 202417
Summit Financial, LLC 17170.10%0.29%0.39%Q2 2020Q2 202417
Provident Wealth Management, LLC 17170.12%5.13%11.32%Q2 2020Q2 202417
CAPITAL INSIGHT PARTNERS, LLC 17170.10%0.19%0.34%Q2 2020Q2 202417
Paradigm Financial Advisors, LLC 1210.01%0.08%0.10%Q1 2014Q4 202117
PATTON ALBERTSON MILLER GROUP, LLC 17170.04%0.19%0.33%Q2 2019Q2 202317
COZAD ASSET MANAGEMENT INC 17170.06%0.11%0.12%Q2 2020Q2 202417
Barrett Asset Management, LLC 17170.00%0.00%0.00%Q4 2017Q4 202117
Modus Advisors, LLC 17170.54%2.04%3.72%Q2 2020Q2 202417
Clearstead Advisors, LLC 17170.00%0.01%0.12%Q2 2020Q2 202417
RFG Advisory, LLC 17170.05%0.36%0.77%Q2 2020Q2 202417
PARK AVENUE SECURITIES LLC 17170.02%0.21%0.46%Q2 2020Q2 202417
CAPITAL ADVISORS INC/OK 17170.01%0.01%0.01%Q2 2020Q2 202417
Apexium Financial, LP 1610.13%0.60%2.12%Q1 2020Q2 202417
AMI INVESTMENT MANAGEMENT INC 17170.48%1.51%2.86%Q2 2020Q2 202417
Retirement Group, LLC 1610.04%0.11%0.68%Q4 2019Q1 202417
Baird Financial Group, Inc. 1520.00%0.00%0.03%Q4 2019Q2 202417
BELLEVUE ASSET MANAGEMENT, LLC 17170.02%0.05%0.19%Q2 2020Q2 202417
PIERSHALE FINANCIAL GROUP, INC. 813.42%8.82%14.00%Q3 2014Q2 202317
Costello Asset Management, INC 17170.00%0.00%0.01%Q2 2020Q2 202417
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 1610.15%0.20%0.31%Q1 2020Q2 202417
Hudock, Inc. 1160.01%0.07%0.11%Q1 2020Q2 202417
Regal Investment Advisors LLC 1250.00%0.08%0.34%Q1 2015Q2 202417
People's United Financial, Inc. 1060.00%0.01%0.01%Q1 2016Q3 202016
True North Advisors, LLC 650.38%0.93%1.72%Q4 2019Q2 202416
55I, LLC 16160.07%0.24%0.95%Q4 2018Q3 202216
Miracle Mile Advisors, LLC 16160.17%0.41%0.59%Q3 2020Q2 202416
Savior LLC 16160.00%0.06%0.23%Q4 2019Q3 202316
BB&T SECURITIES, LLC 1330.01%0.21%0.46%Q2 2015Q3 201916
Eudaimonia Partners, LLC 970.17%0.67%1.66%Q1 2020Q1 202416
D.A. DAVIDSON & CO. 920.00%0.03%0.09%Q1 2015Q2 202416
BCS Wealth Management 1330.21%0.29%0.43%Q1 2020Q1 202416
Almanack Investment Partners, LLC. 1110.05%1.18%4.36%Q2 2018Q2 202416
HOHIMER WEALTH MANAGEMENT, LLC 16160.05%0.07%0.08%Q3 2020Q2 202416
PACES FERRY WEALTH ADVISORS, LLC 16162.07%4.21%8.01%Q3 2020Q2 202416
Apollon Wealth Management, LLC 1510.00%0.49%0.84%Q2 2020Q2 202416
Orion Portfolio Solutions, LLC 1330.00%0.02%0.03%Q4 2019Q2 202416
Wealthspire Advisors, LLC 1510.01%0.01%0.01%Q1 2020Q2 202416
Sullivan, Bruyette, Speros & Blaney, LLC 16160.07%0.15%0.25%Q2 2017Q1 202116
BADGLEY PHELPS & BELL INC 16160.01%0.02%0.02%Q3 2017Q2 202116
Wealthcare Advisory Partners LLC 910.00%0.02%0.06%Q1 2018Q2 202416
Harborview Advisors, LLC 16165.86%8.12%10.35%Q4 2017Q3 202116
Kestra Advisory Services, LLC 16160.26%0.38%0.64%Q3 2020Q2 202416
Western Wealth Management, LLC 910.03%0.11%0.19%Q3 2019Q4 202316
Newport Wealth Strategies, Inc. 16166.66%9.20%12.97%Q4 2017Q3 202116
PRUDENTIAL FINANCIAL INC 1060.00%0.01%0.05%Q4 2018Q2 202416
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 16160.37%0.48%0.62%Q3 2020Q2 202416
Brinker Capital Investments, LLC 1310.00%0.05%0.10%Q2 2013Q2 201916
Column Capital Advisors, LLC 16160.01%0.01%0.01%Q4 2019Q3 202316
Corbenic Partners LLC 16160.03%1.26%2.65%Q1 2014Q4 201716
EVERMAY WEALTH MANAGEMENT LLC 16160.03%0.04%0.05%Q3 2020Q2 202416
VALICENTI ADVISORY SERVICES INC 16160.10%0.21%0.46%Q3 2020Q2 202416
SIMPLEX TRADING, LLC 710.00%0.00%0.01%Q4 2014Q1 202416
YHB Investment Advisors, Inc. 16160.55%0.72%1.06%Q3 2020Q2 202416
Sowell Financial Services LLC 1020.00%0.25%0.96%Q4 2018Q1 202316
Harbor Group, Inc. 15155.42%10.13%13.41%Q4 2020Q2 202415
Tradition Wealth Management, LLC 15153.58%4.60%5.91%Q4 2020Q2 202415
Capital Planning LLC 15156.31%7.49%8.76%Q4 2020Q2 202415
WOLFF WIESE MAGANA LLC 15150.00%0.02%0.09%Q4 2020Q2 202415
Retirement Planning Group, LLC 1320.02%2.30%10.62%Q3 2019Q2 202415
Signet Investment Advisory Group, Inc. 15150.41%0.75%0.97%Q4 2020Q2 202415
Aprio Wealth Management, LLC 1050.17%0.37%1.17%Q4 2019Q2 202415
Fountainhead AM, LLC 15155.28%6.23%7.56%Q4 2020Q2 202415
TriaGen Wealth Management LLC 15151.86%2.83%3.68%Q4 2020Q2 202415
Pinkerton Retirement Specialists, LLC 1110.00%1.71%3.54%Q4 2017Q2 202415
IEQ CAPITAL, LLC 1410.01%0.01%0.02%Q3 2020Q2 202415
Private Ocean, LLC 820.00%0.01%0.03%Q2 2019Q2 202415
Everhart Financial Group, Inc. 15153.08%4.22%6.72%Q4 2020Q2 202415
Northern Capital Management, Inc. 151518.61%23.93%35.99%Q4 2020Q2 202415
SYM FINANCIAL Corp 15150.03%0.14%0.32%Q4 2020Q2 202415
Veery Capital, LLC 15152.19%2.61%3.40%Q4 2020Q2 202415
BROWN ADVISORY INC 1050.00%0.00%0.00%Q4 2019Q2 202415
Johnson Financial Group, Inc. 1410.01%0.01%0.03%Q2 2018Q2 202415
Financial Services Advisory Inc 611.68%3.48%6.57%Q2 2018Q2 202415
Grant/GrossMendelsohn, LLC 15151.01%2.12%4.51%Q4 2020Q2 202415
Pflug Koory, LLC 15150.03%0.05%0.06%Q3 2020Q1 202415
Chevy Chase Trust Holdings, LLC 810.00%0.02%0.06%Q4 2014Q4 201915
Oxinas Partners Wealth Management LLC 15150.50%1.16%2.02%Q4 2020Q2 202415
Cubic Asset Management, LLC 15150.08%0.10%0.11%Q1 2020Q3 202315
SteelPeak Wealth, LLC 1320.01%0.02%0.04%Q4 2019Q2 202415
Hoese & Co LLP 15150.80%1.17%2.69%Q4 2020Q2 202415
Sovereign Financial Group, Inc. 15150.28%1.37%3.16%Q4 2020Q2 202415
BESSEMER GROUP INC 1410.00%0.00%0.00%Q1 2019Q2 202415
Disciplined Investments, LLC 15150.02%0.04%0.06%Q4 2019Q2 202315
IVC Wealth Advisors LLC 15150.21%0.32%0.76%Q4 2020Q2 202415
DUBUQUE BANK & TRUST CO 1230.00%0.00%0.00%Q1 2014Q1 201815
Burns Matteson Capital Management, LLC 15151.18%1.91%3.08%Q4 2020Q2 202415
McCarthy Asset Management, Inc. 15153.20%4.39%5.71%Q4 2020Q2 202415
Bond & Devick Financial Network, Inc. 15150.20%0.29%0.46%Q4 2020Q2 202415
Compass Advisory Group LLC 15150.58%2.97%7.34%Q4 2020Q2 202415
Lowe Wealth Advisors, LLC 870.01%0.02%0.04%Q4 2017Q4 202115
MAI Capital Management 15150.02%0.19%0.54%Q4 2020Q2 202415
Smith Salley Wealth Management 15150.02%0.02%0.03%Q4 2020Q2 202415
Redhawk Wealth Advisors, Inc. 810.03%1.57%4.66%Q2 2019Q2 202415
Game Plan Financial Advisors, LLC 1022.93%3.40%4.78%Q4 2019Q2 202415
SALEM INVESTMENT COUNSELORS INC 15150.00%0.00%0.00%Q4 2020Q2 202415
Flagship Private Wealth, LLC 15150.18%0.29%0.44%Q4 2020Q2 202415
Northeast Financial Group, Inc. 15154.80%6.41%8.53%Q4 2020Q2 202415
TD Capital Management LLC 870.00%0.01%0.01%Q2 2020Q2 202415
DHJJ Financial Advisors, Ltd. 15152.79%3.30%3.68%Q4 2020Q2 202415
RETIREMENT INCOME SOLUTIONS, INC 15150.15%0.23%0.34%Q4 2020Q2 202415
MASSMUTUAL TRUST CO FSB/ADV 1310.00%0.02%0.05%Q3 2019Q2 202415
Berger Financial Group, Inc 15151.68%2.44%3.74%Q4 2020Q2 202415
Roundview Capital LLC 15150.03%0.04%0.04%Q4 2020Q2 202415
AMG National Trust Bank 960.01%0.02%0.06%Q2 2020Q2 202415
Goepper Burkhardt LLC 151510.49%12.40%14.14%Q4 2020Q2 202415
TrueWealth Advisors, LLC 15150.34%0.90%4.88%Q4 2020Q2 202415
Strategic Blueprint, LLC 1410.02%1.00%2.23%Q3 2019Q2 202415
Smith Anglin Financial, LLC 15150.44%1.32%6.14%Q4 2020Q2 202415
Advisor Group, Inc. 15150.00%0.02%0.08%Q2 2016Q4 201915
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 15150.55%0.90%1.44%Q4 2020Q2 202415
Winfield Associates, Inc. 15150.01%0.01%0.01%Q2 2014Q4 201715
Curi RMB Capital, LLC 960.01%0.02%0.08%Q3 2020Q2 202415
Main Street Financial Solutions, LLC 15151.85%3.07%4.21%Q4 2020Q2 202415
ENTERPRISE FINANCIAL SERVICES CORP 14142.31%6.03%6.77%Q1 2019Q2 202214
Capital Analysts, LLC 14140.00%0.00%0.02%Q1 2021Q2 202414
CITY HOLDING CO 14140.01%0.01%0.01%Q1 2021Q2 202414
Exchange Capital Management, Inc. 710.01%0.04%0.06%Q1 2018Q3 202314
CALTON & ASSOCIATES, INC. 810.04%0.12%0.41%Q2 2019Q3 202314
MBA Advisors LLC 14141.55%2.66%4.05%Q1 2021Q2 202414
Ruggie Capital Group 910.03%0.06%0.10%Q4 2014Q3 201814
Timber Hill LLC 860.00%0.01%0.05%Q3 2013Q4 201714
Summit Financial Wealth Advisors, LLC 14140.05%0.16%0.36%Q1 2021Q2 202414
Advisory Services & Investments, LLC 14145.60%9.57%16.55%Q1 2021Q2 202414
SOA Wealth Advisors, LLC. 1130.00%0.04%0.07%Q4 2020Q2 202414
B&D White Capital Company, LLC 860.69%4.53%8.19%Q4 2020Q2 202414
Proficio Capital Partners LLC 14140.04%0.05%0.07%Q1 2016Q2 201914
CX Institutional 770.02%0.18%0.61%Q4 2020Q2 202414
Spire Wealth Management 14140.01%0.02%0.02%Q1 2021Q2 202414
Edge Capital Group, LLC 14140.02%0.13%0.18%Q4 2018Q1 202214
Aspen Investment Management Inc 920.12%0.14%0.15%Q3 2020Q2 202414
SHINE INVESTMENT ADVISORY SERVICES INC 14140.33%0.41%0.54%Q2 2017Q3 202014
ATLAS CAPITAL ADVISORS LLC 14140.00%0.01%0.01%Q1 2021Q2 202414
PINNACLE ASSOCIATES LTD 710.01%0.01%0.01%Q3 2019Q2 202414
QUADRANT CAPITAL GROUP LLC 770.00%0.00%0.02%Q4 2019Q2 202414
Insight Advisors, LLC/ PA 14140.18%0.73%1.07%Q1 2021Q2 202414
Concord Wealth Partners 770.00%0.02%0.04%Q4 2020Q2 202414
Addison Advisors LLC 1310.00%0.00%0.00%Q4 2020Q2 202414
Kohmann Bosshard Financial Services, LLC 14140.26%0.68%1.01%Q1 2021Q2 202414
Paradigm, Strategies in Wealth Management, LLC 14142.55%7.92%11.74%Q1 2021Q2 202414
Kaizen Financial Strategies 1222.43%4.73%7.82%Q4 2020Q2 202414
Commonwealth Equity Services, Inc 14140.00%0.04%0.07%Q2 2014Q3 201714
Southern Wealth Management, LLP 14140.12%0.30%0.49%Q4 2019Q1 202314
Cornerstone Wealth Advisors, Inc. 14148.66%10.50%13.34%Q1 2021Q2 202414
Private Wealth Strategies, L.L.C. 14144.52%5.94%8.99%Q1 2021Q2 202414
Private Vista, LLC 910.37%0.56%1.13%Q3 2016Q2 202014
Hexagon Capital Partners LLC 1310.00%0.00%0.01%Q3 2020Q2 202414
Leicht Financial Planning & Wealth Management, Inc. 14140.44%3.94%11.20%Q4 2016Q1 202014
CONNING INC. 14140.18%0.26%0.50%Q1 2021Q2 202414
MONECO Advisors, LLC 14140.07%0.19%0.42%Q1 2021Q2 202414
Guidant Wealth Advisors 13130.83%3.82%6.50%Q3 2016Q3 201913
Keebeck Wealth Management, LLC 760.05%0.12%0.16%Q4 2020Q2 202413
TRUST CO OF VERMONT 1210.00%0.00%0.00%Q3 2015Q1 202013
Perennial Advisors, LLC 910.00%0.01%0.01%Q4 2016Q2 202113
Patten Group, Inc. 13130.00%0.02%0.05%Q4 2015Q4 201813
COLLECTIVE FAMILY OFFICE LLC 13130.08%0.77%4.25%Q4 2020Q4 202313
Fisher Asset Management, LLC 610.00%0.00%0.00%Q1 2019Q2 202413
Allegheny Financial Group LTD 13130.80%2.75%4.79%Q2 2021Q2 202413
GREENWOOD GEARHART INC 13130.03%0.04%0.05%Q2 2021Q2 202413
VALENTINE VENTURES LLC 942.88%6.91%25.76%Q4 2014Q3 201913
GeoWealth Management, LLC 620.02%0.31%0.95%Q3 2020Q2 202413
Mine & Arao Wealth Creation & Management, LLC. 13130.03%0.04%0.04%Q1 2020Q1 202313
SVB WEALTH LLC 1030.00%0.02%0.05%Q3 2020Q2 202413
Transform Wealth, LLC 710.03%0.16%0.38%Q2 2016Q2 202413
Aberdeen Wealth Management LLC 1120.01%0.01%0.01%Q4 2020Q2 202413
RITHOLTZ WEALTH MANAGEMENT 1030.01%0.02%0.05%Q4 2020Q2 202413
ROFFMAN MILLER ASSOCIATES INC /PA/ 1210.03%0.04%0.06%Q2 2020Q2 202413
IndexIQ Advisors LLC 13130.00%0.08%0.19%Q1 2019Q1 202213
Facet Wealth, Inc. 760.02%0.02%0.04%Q1 2021Q2 202413
ASSOCIATED BANC-CORP 13130.01%0.02%0.03%Q2 2021Q2 202413
Migdal Insurance & Financial Holdings Ltd. 13130.02%0.13%0.22%Q2 2021Q2 202413
FLOW TRADERS U.S. LLC 510.01%0.06%0.15%Q3 2016Q2 202413
Well Done, LLC 1110.05%0.31%0.54%Q4 2017Q4 202313
Baystate Wealth Management LLC 810.00%0.00%0.02%Q2 2017Q4 202313
Armor Investment Advisors, LLC 13130.04%0.05%0.08%Q2 2021Q2 202413
McIlrath & Eck, LLC 1120.00%0.00%0.01%Q1 2020Q2 202413
MONEY CONCEPTS CAPITAL CORP 1120.02%0.22%1.00%Q4 2020Q2 202413
Merit Financial Group, LLC 13130.01%0.02%0.04%Q2 2021Q2 202413
Blue Barn Wealth, LLC 13130.69%1.53%2.26%Q2 2021Q2 202413
Brookstone Capital Management 13130.02%0.06%0.20%Q2 2021Q2 202413
Clean Yield Group 13130.01%0.01%0.01%Q2 2021Q2 202413
Capital Square, LLC 1010.07%0.31%0.61%Q1 2020Q2 202413
Stonebridge Capital Advisors LLC 1120.00%0.00%0.01%Q1 2020Q3 202313
INVESTMENT CENTERS OF AMERICA INC 13130.05%0.12%0.32%Q3 2014Q3 201713
ACAS, LLC 762.19%3.07%3.88%Q1 2021Q2 202413
CreativeOne Wealth, LLC 820.02%0.08%0.16%Q1 2019Q2 202413
JNBA Financial Advisors 1110.00%0.01%0.08%Q3 2016Q2 202413
HARBOUR INVESTMENTS, INC. 940.21%0.56%1.59%Q1 2021Q2 202413
EPG Wealth Management LLC 820.01%0.02%0.04%Q4 2019Q2 202413
BURNEY CO/ 760.01%0.02%0.02%Q4 2020Q2 202413
Kovack Advisors, Inc. 1210.05%0.28%1.47%Q1 2021Q2 202413
GPS Wealth Strategies Group, LLC 760.00%0.01%0.01%Q1 2021Q2 202413
REGIONS FINANCIAL CORP 610.00%0.00%0.01%Q4 2017Q3 202212
U.S. Capital Wealth Advisors, LLC 12120.02%0.05%0.08%Q3 2021Q2 202412
WealthShield Partners, LLC 1020.00%1.71%2.43%Q1 2021Q2 202412
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
Badgley Phelps Wealth Managers, LLC 12120.02%0.02%0.02%Q3 2021Q2 202412
APPLETON PARTNERS INC/MA 12120.02%0.08%0.13%Q3 2021Q2 202412
BOKF, NA 12120.00%0.00%0.01%Q3 2021Q2 202412
Lenox Wealth Advisors, LLC 12120.02%0.03%0.03%Q2 2019Q1 202212
Golden State Wealth Management, LLC 750.05%0.09%0.21%Q1 2019Q1 202212
BEACON FINANCIAL GROUP 1020.04%0.28%1.41%Q2 2021Q2 202412
Capital Asset Advisory Services LLC 12120.00%0.00%0.01%Q4 2019Q3 202212
Halpern Financial, Inc. 750.01%0.14%0.31%Q4 2019Q2 202412
NewEdge Advisors, LLC 12120.01%0.03%0.06%Q3 2021Q2 202412
Lido Advisors, LLC 720.00%0.02%0.13%Q4 2020Q2 202412
Gerber Kawasaki Wealth & Investment Management 12120.02%0.03%0.04%Q3 2021Q2 202412
Sage Financial Management Group, Inc. 633.64%8.29%13.92%Q4 2020Q1 202412
Kozak & Associates, Inc. 12120.01%0.02%0.03%Q3 2021Q2 202412
Magnus Financial Group LLC 12120.08%0.30%0.45%Q3 2021Q2 202412
RDA Financial Network 1110.10%0.29%0.37%Q3 2019Q2 202412
MARIETTA INVESTMENT PARTNERS LLC 1110.08%0.13%0.16%Q2 2017Q3 202012
WT Wealth Management 12120.14%0.40%0.71%Q3 2019Q2 202212
Herold Advisors, Inc. 12120.32%0.43%0.63%Q3 2021Q2 202412
RAYMOND JAMES TRUST N.A. 750.01%0.01%0.02%Q4 2020Q2 202412
FIFTH THIRD SECURITIES, INC. 910.08%0.14%0.59%Q3 2018Q2 202412
Essex LLC 12120.18%0.22%0.28%Q3 2021Q2 202412
OXFORD FINANCIAL GROUP, LTD. LLC 12120.08%0.13%0.21%Q3 2021Q2 202412
Tenret Co LLC 930.70%1.25%2.78%Q2 2021Q2 202412
Delphi Private Advisors LLC 12120.06%0.08%0.13%Q4 2015Q3 201812
Permanens Capital L.P. 1020.02%0.04%0.08%Q1 2019Q2 202212
Consolidated Planning Corp 650.06%0.10%0.21%Q3 2021Q2 202411
Legacy Wealth Management, Inc 1010.02%9.78%12.72%Q4 2016Q3 202211
Scott Capital Advisors, LLC 11110.17%0.54%0.68%Q4 2021Q2 202411
AHL INVESTMENT MANAGEMENT, INC. 11110.21%0.25%0.32%Q4 2021Q2 202411
Members Advisory Group LLC 11114.71%5.95%7.53%Q4 2021Q2 202411
Atlas Financial Advisors, Inc. 11110.23%0.48%0.77%Q4 2021Q2 202411
RE Dickinson Investment Advisors, LLC 11110.74%7.85%20.39%Q4 2021Q2 202411
Aspire Wealth Management Corp 11110.28%0.44%0.70%Q4 2021Q2 202411
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 11110.01%0.01%0.02%Q4 2021Q2 202411
Blue Chip Wealth Management, Inc. 11110.74%1.97%2.62%Q1 2018Q3 202011
HEADINVEST, LLC 11110.04%0.12%0.16%Q4 2021Q2 202411
GUARDIAN WEALTH ADVISORS, LLC / NC 11110.01%0.04%0.05%Q4 2021Q2 202411
Litman Gregory Wealth Management LLC 11110.00%0.00%0.00%Q3 2018Q1 202111
WIN ADVISORS, INC 11110.00%3.56%13.45%Q4 2021Q2 202411
Fortitude Advisory Group L.L.C. 11110.37%0.52%0.69%Q4 2021Q2 202411
Leeward Financial Partners, LLC 11110.32%2.52%3.75%Q4 2021Q2 202411
Accel Wealth Management 920.00%0.03%0.20%Q1 2021Q2 202411
Ameritas Advisory Services, LLC 11110.08%0.15%0.23%Q4 2021Q2 202411
Powers Advisory Group, LLC 11112.09%2.62%3.59%Q4 2021Q2 202411
SILVERLAKE WEALTH MANAGEMENT LLC 11110.57%1.39%1.84%Q4 2021Q2 202411
LOWERY THOMAS, LLC 11113.14%7.15%11.94%Q4 2021Q2 202411
THOROUGHBRED FINANCIAL SERVICES, LLC 650.04%0.06%0.12%Q3 2021Q2 202411
Synergy Financial Group, LTD 11110.51%0.59%0.68%Q4 2021Q2 202411
TCG Advisory Services, LLC 610.02%0.05%0.06%Q2 2021Q2 202411
WARNER FINANCIAL, INC 11111.33%2.26%3.10%Q4 2021Q2 202411
Hutchens & Kramer Investment Management Group, LLC 11110.19%0.24%0.29%Q4 2021Q2 202411
Newbridge Financial Services Group, Inc. 11110.00%0.00%0.00%Q3 2021Q1 202411
Hoover Financial Advisors, Inc. 11110.17%0.24%0.31%Q4 2018Q2 202111
HB Wealth Management, LLC 11110.28%0.45%0.53%Q4 2021Q2 202411
Fingerlakes Wealth Management, Inc. 11110.24%1.30%2.50%Q4 2021Q2 202411
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 11110.44%0.88%1.22%Q4 2021Q2 202411
EverSource Wealth Advisors, LLC 11110.00%0.00%0.00%Q4 2021Q2 202411
Jacobsen Capital Management 830.20%0.36%0.61%Q2 2019Q1 202211
RETIREMENT GUYS FORMULA LLC 11110.48%3.85%7.82%Q4 2021Q2 202411
OPPENHEIMER & CO INC 11110.01%0.03%0.08%Q4 2021Q2 202411
ADAMSBROWN WEALTH CONSULTANTS LLC 11110.11%0.18%0.32%Q4 2021Q2 202411
RTD Financial Advisors, Inc. 11110.74%0.84%0.94%Q4 2021Q2 202411
Betterment LLC 11110.00%0.00%0.01%Q4 2021Q2 202411
Revolve Wealth Partners, LLC 11111.88%4.21%7.26%Q4 2021Q2 202411
Thrive Wealth Management, LLC 111118.37%22.68%25.89%Q4 2021Q2 202411
BLB&B Advisors, LLC 510.01%0.23%0.71%Q4 2020Q2 202411
Iron Horse Wealth Management, LLC 11110.00%0.00%0.01%Q4 2021Q2 202411
Mirador Capital Partners LP 610.04%0.09%0.13%Q3 2018Q2 202411
G2 CAPITAL MANAGEMENT, LLC / OH 11110.10%0.13%0.15%Q4 2021Q2 202411
CERTUITY, LLC 11110.09%0.60%0.99%Q4 2021Q2 202411
HARBOR INVESTMENT ADVISORY, LLC 11110.00%0.00%0.00%Q4 2021Q2 202411
OPPENHEIMER ASSET MANAGEMENT INC. 650.00%0.00%0.01%Q4 2020Q2 202411
Rollins Financial 830.22%0.94%4.11%Q4 2020Q3 202311
Finer Wealth Management, Inc. 11110.21%0.25%0.30%Q4 2021Q2 202411
Joseph Group Capital Management 11111.33%1.54%1.99%Q4 2021Q2 202411
HOEY INVESTMENTS, INC 11110.03%0.09%0.11%Q4 2021Q2 202411
Columbus Macro, LLC 920.05%0.09%0.12%Q2 2019Q2 202411
Mason & Associates Inc 11110.07%0.54%4.48%Q4 2021Q2 202411
Foothills Asset Management, Ltd. 11110.18%0.48%0.82%Q3 2017Q1 202011
DAVENPORT & Co LLC 11110.00%0.01%0.02%Q4 2021Q2 202411
Abound Wealth Management 11110.14%0.22%0.30%Q4 2021Q2 202411
Missouri Trust & Investment Co 11110.28%0.41%0.75%Q4 2021Q2 202411
Paladin Advisory Group, LLC 11110.15%0.19%0.24%Q4 2021Q2 202411
DRAVO BAY LLC 11110.84%1.93%2.62%Q4 2021Q2 202411
TRUEWEALTH LLC 11110.04%0.04%0.05%Q4 2017Q2 202011
Boyd Wealth Management, LLC 11110.63%1.50%2.05%Q4 2021Q2 202411
Stokes Family Office, LLC 650.03%0.05%0.12%Q3 2021Q2 202411
Geometric Wealth Advisors 11110.09%0.18%0.94%Q4 2021Q2 202411
Rodgers & Associates, LTD 520.03%0.04%0.06%Q4 2020Q2 202411
Barden Capital Management, Inc. 11113.04%3.64%4.04%Q4 2021Q2 202411
NATIONAL BANK OF CANADA /FI/ 11110.00%0.00%0.00%Q4 2021Q2 202411
Q3 Asset Management 510.32%4.29%9.01%Q1 2018Q2 202411
Alpha Omega Group, Inc. 929.04%12.26%14.77%Q4 2020Q2 202411
Kolinsky Wealth Management, LLC 11110.93%1.15%1.51%Q4 2021Q2 202411
Von Berge Wealth Management Group, LLC 11113.31%3.51%3.83%Q4 2021Q2 202411
AIRE ADVISORS, LLC 11110.19%0.57%0.73%Q4 2021Q2 202411
TSFG, LLC 10100.01%0.01%0.01%Q1 2022Q2 202410
Guardian Financial Partners, LLC 640.77%1.30%2.15%Q4 2021Q2 202410
Salomon & Ludwin, LLC 640.00%0.00%0.00%Q4 2018Q2 202410
Athena Investment Management 10100.96%1.45%1.91%Q1 2022Q2 202410
Atria Wealth Solutions, Inc. 10100.10%0.20%0.32%Q1 2022Q2 202410
TimeScale Financial, Inc. 10100.03%0.03%0.04%Q1 2021Q2 202310
Boyce & Associates Wealth Consulting, Inc. 10100.49%0.56%0.61%Q1 2022Q2 202410
Clear Perspectives Financial Planning, LLC 10100.03%0.40%0.94%Q4 2020Q1 202310
Investment Research & Advisory Group, Inc. 910.01%0.01%0.02%Q4 2019Q2 202310
KILEY JUERGENS WEALTH MANAGEMENT, LLC 710.00%0.20%0.29%Q4 2017Q2 202410
Integrity Financial Corp /WA 10100.17%0.31%0.46%Q1 2022Q2 202410
Independent Advisor Alliance 810.04%0.13%0.23%Q1 2017Q2 202410
BEAM WEALTH ADVISORS, INC. 640.18%0.27%0.33%Q2 2021Q1 202410
Welch Group, LLC 10100.01%0.04%0.06%Q2 2020Q3 202210
Livingston Group Asset Management CO (operating as Southport Capital Management) 10101.06%1.50%2.53%Q4 2019Q1 202210
HANTZ FINANCIAL SERVICES, INC. 620.00%0.00%0.00%Q4 2020Q1 202410
Strategic Wealth Partners Group, LLC 620.25%0.34%0.76%Q1 2018Q4 202110
Curi Wealth Management, LLC 910.02%0.33%0.86%Q4 2020Q4 202310
LIBERTY WEALTH MANAGEMENT LLC 910.01%0.02%0.03%Q3 2019Q2 202410
Evolution Advisers, Inc. 10100.05%0.07%0.14%Q1 2022Q2 202410
Kathmere Capital Management, LLC 820.00%0.08%0.12%Q3 2020Q2 202410
My Legacy Advisors, LLC 10100.33%0.47%0.64%Q1 2022Q2 202410
Cresset Asset Management, LLC 10100.00%0.03%0.06%Q1 2022Q2 202410
Mission Creek Capital Partners, Inc. 640.03%0.06%0.08%Q2 2021Q2 202410
Crestone Asset Management LLC 910.04%0.10%0.13%Q2 2019Q1 202410
FSC Wealth Advisors, LLC 820.01%2.74%10.53%Q4 2021Q2 202410
Beacon Capital Management, LLC 10100.01%0.01%0.02%Q1 2022Q2 202410
Soltis Investment Advisors LLC 10100.04%0.06%0.06%Q1 2022Q2 202410
HAZLETT, BURT & WATSON, INC. 10100.01%0.14%0.23%Q1 2022Q2 202410
Safeguard Financial, LLC 10102.70%3.72%4.74%Q1 2022Q2 202410
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
MARSHALL WACE, LLP 510.00%0.01%0.05%Q4 2018Q2 202410
Lee Financial Co 10100.00%0.00%0.00%Q4 2016Q1 201910
RWA WEALTH PARTNERS, LLC 730.01%0.02%0.04%Q3 2019Q2 202410
Precision Wealth Strategies, LLC 640.21%1.39%3.04%Q3 2021Q2 202410
WBH ADVISORY INC 641.36%1.84%2.23%Q4 2021Q2 202410
EUDAIMONIA ADVISORS LLC 10101.53%1.98%2.27%Q4 2021Q1 202410
Cable Hill Partners, LLC 10100.01%0.11%0.16%Q4 2018Q1 202110
Praetorian Wealth Management, Inc. 610.08%0.11%0.14%Q2 2020Q2 202410
Carlson Capital Management 610.01%0.05%0.12%Q3 2013Q2 202410
Bensler, LLC 10100.59%0.86%1.13%Q1 2022Q2 202410
Twelve Points Wealth Management LLC 10100.24%0.27%0.36%Q1 2022Q2 202410
JAMES INVESTMENT RESEARCH, INC. 10100.00%0.06%0.12%Q1 2022Q2 202410
Lehman & Derafelo Financial Resources LLC 10100.00%0.00%0.00%Q4 2018Q1 202110
Advisor OS, LLC 10100.05%0.13%0.29%Q1 2022Q2 202410
SILVER OAK SECURITIES, INCORPORATED 10100.07%0.27%0.74%Q1 2022Q2 202410
Wescott Financial Advisory Group, LLC 10100.08%0.09%0.12%Q1 2022Q2 202410
Stockman Wealth Management, Inc. 10100.95%1.13%1.31%Q4 2014Q1 201710
Bedel Financial Consulting, Inc. 10100.01%0.01%0.01%Q1 2019Q2 202110
Truepoint, Inc. 610.01%0.01%0.02%Q1 2021Q2 202410
Palouse Capital Management, Inc. 430.10%0.16%0.53%Q2 2021Q2 202410
Sage Mountain Advisors LLC 550.01%0.09%0.21%Q4 2021Q2 202410
SG Americas Securities, LLC 420.00%0.01%0.02%Q3 2013Q3 201810
M Holdings Securities, Inc. 910.06%0.11%0.23%Q1 2021Q1 202410
Cassady Schiller Wealth Management, LLC 820.01%0.64%0.86%Q4 2021Q2 202410
Parisi Gray Wealth Management 520.11%0.13%0.14%Q4 2018Q2 20219
Covestor Ltd 990.00%0.01%0.04%Q4 2021Q4 20239
Rosenberg Matthew Hamilton 990.11%0.15%0.18%Q1 2020Q1 20229
Morton Brown Family Wealth, LLC 990.01%0.03%0.09%Q2 2022Q2 20249
Intrua Financial, LLC 990.06%0.17%0.28%Q1 2021Q1 20239
Providence Capital Advisors, LLC 610.00%0.04%0.08%Q1 2020Q3 20239
Pathway Financial Advisors LLC 420.00%0.10%0.22%Q4 2017Q2 20249
Orgel Wealth Management, LLC 990.02%0.35%2.79%Q2 2022Q2 20249
Opes Advisors Inc 996.70%8.41%13.76%Q4 2016Q4 20189
Waypoint Capital Advisors, LLC 991.35%2.21%3.40%Q2 2022Q2 20249
Newman & Schimel, LLC 990.31%0.57%0.75%Q4 2020Q4 20229
FSM Wealth Advisors, LLC 991.22%1.80%2.40%Q2 2022Q2 20249
CoreCap Advisors, LLC 540.16%0.34%0.68%Q4 2021Q1 20249
LifePlan Financial Group, Inc 990.00%0.01%0.01%Q3 2018Q3 20209
Ally Invest Advisors Inc. 990.08%0.82%1.76%Q2 2022Q2 20249
BRANDYWINE OAK PRIVATE WEALTH LLC 810.00%0.23%0.34%Q4 2018Q2 20249
Alterity Financial Group, LLC 710.99%1.09%1.25%Q1 2021Q4 20239
Fort Sheridan Advisors LLC 540.04%0.06%0.10%Q2 2021Q2 20249
Hanson & Doremus Investment Management 990.00%0.00%0.01%Q4 2013Q4 20159
Crew Capital Management, Ltd. 990.31%0.49%0.54%Q1 2021Q1 20239
ORSER CAPITAL MANAGEMENT, LLC 990.33%0.38%0.43%Q4 2017Q4 20199
Dakota Wealth Management 810.02%0.08%0.13%Q1 2022Q2 20249
Bangor Savings Bank 990.01%0.01%0.01%Q2 2022Q2 20249
Ritter Daniher Financial Advisory LLC / DE 990.01%0.01%0.02%Q2 2022Q2 20249
DOWLING & YAHNKE LLC 810.02%0.04%0.09%Q4 2017Q3 20229
EVERETT HARRIS & CO /CA/ 510.00%0.01%0.01%Q2 2020Q2 20249
Keel Point, LLC 990.07%0.11%0.27%Q2 2022Q2 20249
Cooper Financial Group 810.07%0.28%0.50%Q3 2021Q2 20249
VALLEY WEALTH MANAGERS, INC. 990.00%0.00%0.00%Q2 2022Q2 20249
Aldebaran Financial Inc. 990.50%0.55%0.66%Q3 2015Q3 20179
LEO BROKERAGE, LLC 520.38%2.14%3.88%Q3 2020Q2 20239
Resurgent Financial Advisors LLC 720.06%0.26%0.43%Q4 2021Q2 20249
Charles Schwab Trust Co 810.04%1.91%2.92%Q4 2021Q2 20249
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 810.00%0.02%0.03%Q1 2022Q2 20249
Blue Trust, Inc. 990.00%0.00%0.00%Q2 2022Q2 20249
Coastwise Capital Group, LLC 990.24%0.32%0.37%Q1 2022Q1 20249
MITCHELL SINKLER & STARR/PA 420.07%0.12%0.27%Q2 2021Q2 20249
Waterfront Wealth Inc. 990.07%0.08%0.10%Q2 2022Q2 20249
HORAN CAPITAL MANAGEMENT 990.02%0.02%0.02%Q3 2017Q3 20199
DAGCO, INC. 720.27%2.27%5.00%Q1 2022Q2 20249
Ciovacco Capital Management LLC 312.82%6.93%12.52%Q4 2020Q2 20249
Valmark Advisers, Inc. 540.00%0.01%0.03%Q2 2021Q2 20249
FOUNDERS FINANCIAL SECURITIES LLC 990.04%0.16%0.40%Q2 2022Q2 20249
Charles Schwab Investment Advisory, Inc. 710.00%0.00%0.01%Q1 2021Q1 20249
Paradigm Financial Partners, LLC 990.07%0.37%0.53%Q2 2020Q2 20229
HUNTINGTON NATIONAL BANK 420.00%0.00%0.00%Q3 2020Q1 20249
FARMERS & MERCHANTS INVESTMENTS INC 990.00%0.01%0.02%Q2 2022Q2 20249
BOK Financial Private Wealth, Inc. 990.00%0.00%0.01%Q2 2022Q2 20249
Jackson Hole Capital Partners, LLC 990.01%0.01%0.02%Q2 2022Q2 20249
Granite Bay Wealth Management, LLC 630.35%0.49%0.79%Q4 2021Q1 20249
Apella Capital, LLC 540.01%0.02%0.04%Q2 2021Q2 20249
Avion Wealth 990.02%0.02%0.04%Q2 2022Q2 20249
Westend Capital Management, LLC 990.28%0.35%0.41%Q3 2014Q3 20169
Stanford Investment Group, Inc. 990.00%0.00%0.00%Q4 2014Q4 20169
TOTH FINANCIAL ADVISORY CORP 990.00%0.01%0.03%Q2 2022Q2 20249
D.B. Root & Company, LLC 410.09%0.52%1.67%Q4 2017Q2 20249
WOODMONT INVESTMENT COUNSEL LLC 810.06%0.08%0.14%Q1 2022Q2 20249
Laird Norton Wetherby Trust Company, LLC 630.02%0.03%0.03%Q4 2020Q3 20239
Sunburst Financial Group, LLC 990.12%0.23%0.28%Q2 2022Q2 20249
CASTLE WEALTH MANAGEMENT LLC 990.41%0.58%0.67%Q2 2022Q2 20249
STEPHENS INC /AR/ 880.00%0.01%0.01%Q3 2022Q2 20248
James J. Burns & Company, LLC 883.17%3.51%4.09%Q3 2022Q2 20248
EVERGREEN CAPITAL MANAGEMENT LLC 530.01%0.03%0.07%Q3 2021Q2 20248
Tempus Wealth Planning, LLC 880.18%0.85%1.22%Q3 2022Q2 20248
Filbrandt Wealth Management, LLC 881.79%2.04%2.46%Q4 2019Q3 20218
CGN Advisors LLC 880.05%0.12%0.52%Q3 2022Q2 20248
Red Door Wealth Management, LLC 420.00%0.05%0.08%Q1 2020Q2 20248
BFSG, LLC 710.08%0.25%0.31%Q1 2019Q2 20248
Highland Financial Advisors, LLC 620.30%0.89%1.19%Q2 2022Q2 20248
HILLTOP WEALTH ADVISORS, LLC 880.45%0.51%0.59%Q3 2022Q2 20248
TWO SIGMA SECURITIES, LLC 410.01%0.04%0.11%Q1 2017Q4 20238
WEST PACES ADVISORS INC. 880.01%0.01%0.01%Q3 2022Q2 20248
MONTAG A & ASSOCIATES INC 880.00%0.00%0.00%Q1 2021Q4 20228
Secrest Blakey & Associates, LLC 883.91%4.26%4.76%Q4 2017Q3 20198
Trutina Financial LLC 880.28%0.95%1.60%Q1 2015Q4 20168
Lloyd Advisory Services, LLC. 410.00%0.43%1.64%Q1 2020Q2 20248
FundX Investment Group, LLC 710.05%0.20%0.32%Q4 2019Q4 20218
Ten Capital Wealth Advisors, LLC 710.01%0.02%0.10%Q1 2021Q1 20238
Beacon Financial Advisory LLC 710.08%0.53%0.63%Q4 2020Q2 20248
TOWNSQUARE CAPITAL LLC 710.01%0.04%0.08%Q1 2022Q2 20248
WIPFLI FINANCIAL ADVISORS LLC, 880.47%2.93%7.66%Q4 2020Q3 20228
NorthRock Partners, LLC 610.02%0.03%0.05%Q4 2020Q1 20238
FourThought Financial, LLC 880.02%0.02%0.02%Q4 2020Q3 20228
Archer Investment Corp 620.00%0.01%0.06%Q4 2018Q2 20248
Key FInancial Inc 880.00%0.00%0.00%Q3 2022Q2 20248
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 880.00%0.00%0.02%Q1 2018Q4 20198
Keudell/Morrison Wealth Management 880.35%0.58%0.87%Q3 2022Q2 20248
WEALTH MANAGEMENT RESOURCES, INC. 620.12%0.15%0.17%Q4 2021Q2 20248
Qube Research & Technologies Ltd 210.00%0.00%0.01%Q3 2021Q2 20248
First PREMIER Bank 880.01%0.01%0.01%Q3 2020Q2 20228
Level Financial Advisors 530.00%0.01%0.02%Q4 2021Q4 20238
Leo H. Evart, Inc. 8810.21%11.53%12.74%Q4 2021Q3 20238
Concert Wealth Management Inc. 880.13%0.33%0.55%Q2 2015Q1 20178
InterOcean Capital Group, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
PHILLIPS FINANCIAL MANAGEMENT, LLC 880.00%0.00%0.00%Q3 2022Q2 20248
BRIGGS ADVISORY GROUP, INC. 880.39%0.45%0.51%Q4 2021Q3 20238
Wagner Wealth Management, LLC 880.00%0.00%0.00%Q3 2022Q2 20248
CAPITAL ONE FINANCIAL CORP 880.07%0.26%0.61%Q1 2020Q4 20218
HANSEATIC MANAGEMENT SERVICES INC 880.00%0.04%0.07%Q3 2022Q2 20248
FIRST NATIONAL BANK SIOUX FALLS 880.21%1.52%2.72%Q3 2022Q2 20248
Faithward Advisors, LLC 440.00%0.01%0.01%Q4 2019Q4 20218
Personal Capital Advisors Corp 710.00%0.00%0.01%Q3 2020Q4 20228
Avant Capital LLC 881.92%2.24%2.57%Q4 2021Q3 20238
Endurance Wealth Management, Inc. 770.02%0.02%0.02%Q4 2021Q2 20237
WEDBUSH SECURITIES INC 310.01%0.01%0.02%Q4 2020Q2 20247
PRING TURNER CAPITAL GROUP INC 773.93%4.79%6.20%Q2 2017Q4 20187
LODESTAR PRIVATE ASSET MANAGEMENT LLC 770.23%0.26%0.28%Q4 2022Q2 20247
FinDec Wealth Services, Inc. 770.45%2.49%3.29%Q4 2022Q2 20247
Farther Finance Advisors, LLC 770.02%0.05%0.08%Q4 2022Q2 20247
SILVERCREST ASSET MANAGEMENT GROUP LLC 770.00%0.00%0.01%Q4 2022Q2 20247
Squar Milner Financial Services LLC 520.02%0.02%0.02%Q2 2018Q1 20207
CIC Wealth, LLC 770.22%0.23%0.24%Q4 2022Q2 20247
SageView Advisory Group, LLC 770.02%0.07%0.12%Q4 2022Q2 20247
Compass Financial Group, INC/SD 770.09%0.43%0.90%Q4 2022Q2 20247
Stolper Co 430.08%0.09%0.11%Q2 2021Q2 20247
Argent Advisors, Inc. 410.14%0.45%0.96%Q1 2020Q4 20227
Global Wealth Strategies & Associates 770.05%0.05%0.05%Q4 2022Q2 20247
BNC WEALTH MANAGEMENT, LLC 520.10%0.11%0.12%Q4 2021Q2 20247
Gs Investments, Inc. 770.01%0.21%0.42%Q4 2022Q2 20247
Mill Creek Capital Advisors, LLC 770.08%0.09%0.15%Q4 2022Q2 20247
JFG Wealth Management, LLC 770.26%0.33%0.38%Q4 2022Q2 20247
New Hampshire Trust 770.12%0.19%0.27%Q4 2022Q2 20247
Bleakley Financial Group, LLC 770.56%0.72%0.85%Q4 2022Q2 20247
Mainsail Financial Group, LLC 774.22%4.63%4.97%Q4 2022Q2 20247
Goldstein Advisors, LLC 770.09%0.10%0.12%Q4 2022Q2 20247
Corient Private Wealth LLC 770.00%0.01%0.01%Q4 2022Q2 20247
Kades & Cheifetz LLC 771.10%1.23%1.38%Q4 2022Q2 20247
ADVISOR PARTNERS LLC 770.03%0.03%0.04%Q4 2020Q2 20227
PETRA FINANCIAL ADVISORS INC 770.33%1.01%1.37%Q4 2022Q2 20247
FDx Advisors, Inc. 310.01%0.02%0.04%Q1 2016Q3 20187
Topel & Distasi Wealth Management, LLC 771.56%1.91%2.23%Q4 2022Q2 20247
Capital Advisors Wealth Management, LLC 770.09%0.12%0.20%Q4 2022Q2 20247
Affiance Financial, LLC 770.10%0.20%0.62%Q4 2022Q2 20247
Certified Advisory Corp 770.46%0.72%0.87%Q4 2022Q2 20247
ACCURATE INVESTMENT SOLUTIONS, INC. 610.05%0.13%0.18%Q4 2015Q3 20187
Roof Eidam Maycock Peralta, LLC 770.19%0.23%0.26%Q4 2022Q2 20247
Milestone Investment Advisors LLC 775.37%6.68%8.10%Q4 2022Q2 20247
Alpha Financial Advisors, LLC 770.19%0.21%0.22%Q4 2022Q2 20247
Gleason Group, Inc. 771.23%1.35%1.44%Q4 2022Q2 20247
Crescent Sterling, Ltd. 771.07%1.49%1.95%Q4 2022Q2 20247
Mascoma Wealth Management LLC 770.01%0.01%0.01%Q4 2022Q2 20247
City State Bank 770.00%0.00%0.00%Q4 2021Q2 20237
Financial Planning & Information Services, Inc. 770.15%1.23%2.50%Q4 2022Q2 20247
Bishop & Co Investment Management, LLC 520.09%0.15%0.23%Q2 2022Q2 20247
SII INVESTMENTS INC/WI 770.01%0.02%0.03%Q4 2015Q2 20177
Accurate Wealth Management, LLC 770.11%0.12%0.13%Q4 2022Q2 20247
Edge Advisors, LLC 770.02%0.08%0.12%Q4 2016Q2 20187
FORTE CAPITAL LLC /ADV 770.04%4.64%5.80%Q4 2022Q2 20247
Great Waters Wealth Management 770.25%0.29%0.33%Q4 2022Q2 20247
Wedmont Private Capital 770.04%0.04%0.05%Q4 2022Q2 20247
CORNERCAP INVESTMENT COUNSEL INC 510.11%0.15%0.17%Q2 2019Q1 20227
PURSUE WEALTH PARTNERS LLC 610.01%0.15%0.19%Q1 2022Q2 20247
REGIMEN WEALTH, LLC 774.62%5.94%9.19%Q4 2022Q2 20247
Grey Fox Wealth Advisors, LLC 770.11%0.13%0.14%Q4 2022Q2 20247
Richard P Slaughter Associates Inc 610.06%0.07%0.09%Q2 2022Q2 20247
Whitaker-Myers Wealth Managers, LTD. 770.39%1.15%2.53%Q4 2022Q2 20247
Clay Northam Wealth Management, LLC 777.87%8.95%9.45%Q4 2022Q2 20247
Family Asset Management, LLC 776.84%10.13%11.96%Q4 2022Q2 20247
Fiduciary Alliance LLC 770.28%0.69%1.31%Q4 2022Q2 20247
Aspen Wealth Strategies, LLC 7712.95%13.92%15.81%Q4 2022Q2 20247
Ignite Planners, LLC 774.24%4.93%5.79%Q4 2022Q2 20247
Per Stirling Capital Management, LLC. 771.79%1.93%2.44%Q4 2022Q2 20247
UNIQUE WEALTH, LLC 778.61%9.73%11.72%Q4 2022Q2 20247
GREAT LAKES ADVISORS, LLC 770.01%0.01%0.02%Q2 2021Q4 20227
Angeles Investment Advisors, LLC 610.01%7.92%21.54%Q3 2021Q2 20247
TIAA, FSB 610.00%0.00%0.01%Q1 2021Q2 20237
Windsor Advisory Group, LLC 771.26%1.67%2.23%Q4 2022Q2 20247
Portfolio Solutions, LLC 770.03%0.03%0.04%Q1 2021Q3 20227
Heirloom Wealth Management 770.41%0.81%0.92%Q4 2022Q2 20247
Gallacher Capital Management LLC 770.21%0.26%0.29%Q4 2022Q2 20247
Raleigh Capital Management Inc. 770.01%0.01%0.05%Q4 2022Q2 20247
Prosperity Wealth Management, Inc. 771.82%4.47%5.64%Q4 2022Q2 20247
AXXCESS WEALTH MANAGEMENT, LLC 520.01%0.02%0.05%Q4 2021Q2 20247
MANCHESTER FINANCIAL INC 610.01%0.03%0.08%Q2 2019Q1 20217
Waterloo Capital, L.P. 610.13%0.30%0.93%Q1 2020Q2 20247
Walkner Condon Financial Advisors LLC 770.05%0.06%0.07%Q4 2022Q2 20247
FLC Capital Advisors 775.06%6.72%7.37%Q4 2022Q2 20247
Roof Advisory Group, Inc. 775.12%7.55%14.71%Q4 2017Q2 20197
Hamilton Capital, LLC 430.02%0.03%0.04%Q3 2021Q2 20247
Marcum Wealth, LLC 770.04%0.04%0.07%Q4 2022Q2 20247
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
Creative Capital Management Investments LLC 770.02%0.02%0.02%Q4 2022Q2 20247
M&R CAPITAL MANAGEMENT INC 770.00%0.01%0.01%Q4 2022Q2 20247
Beaumont Financial Advisors, LLC 770.16%0.23%0.43%Q4 2022Q2 20247
First Pacific Financial 770.06%0.09%0.14%Q4 2022Q2 20247
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 779.32%10.18%11.13%Q4 2022Q2 20247
White Lighthouse Investment Management Inc. 770.07%0.08%0.10%Q4 2022Q2 20247
Westwind Capital 610.20%2.06%3.86%Q4 2017Q3 20197
Owen LaRue, LLC 770.36%0.58%0.69%Q4 2022Q2 20247
Schaeffer Financial LLC 434.33%8.71%12.85%Q4 2021Q2 20247
JDM Financial Group LLC 770.01%0.01%0.02%Q4 2022Q2 20247
Werba Rubin Papier Wealth Management 770.12%0.80%1.22%Q4 2022Q2 20247
Claro Advisors LLC 770.46%1.74%2.76%Q4 2022Q2 20247
SENTINEL PENSION ADVISORS INC. 330.05%0.23%0.59%Q2 2021Q2 20246
KAVAR CAPITAL PARTNERS GROUP, LLC 420.04%0.06%0.08%Q4 2020Q2 20246
Seven Springs Wealth Group, LLC 660.01%0.02%0.03%Q4 2019Q1 20216
VSR Financial Services, Inc. 660.12%0.53%0.97%Q1 2015Q2 20166
GODSEY & GIBB, INC 660.01%0.02%0.02%Q1 2023Q2 20246
RITTER DANIHER FINANCIAL ADVISORY LLC 660.03%0.03%0.04%Q4 2020Q1 20226
Oldfather Financial Services, LLC 660.10%0.11%0.12%Q1 2023Q2 20246
WRAPMANAGER INC 110.08%0.22%0.76%Q4 2017Q4 20236
Revisor Wealth Management LLC 660.43%0.88%1.23%Q1 2023Q2 20246
BIP Wealth, LLC 660.02%0.02%0.03%Q1 2023Q2 20246
HBW ADVISORY SERVICES LLC 210.09%0.24%0.55%Q4 2019Q2 20246
LINCOLN CAPITAL CORP 421.23%3.08%4.25%Q1 2017Q3 20196
Pinnacle Advisory Group, Inc. 660.02%0.07%0.16%Q3 2016Q4 20176
Horan Securities, Inc. 510.00%0.00%0.02%Q2 2019Q4 20226
Cape Investment Advisory, Inc. 663.10%3.28%3.39%Q1 2023Q2 20246
Midwest Financial Group LLC 660.35%0.45%0.60%Q1 2023Q2 20246
GRIMES & COMPANY, INC. 310.01%0.01%0.02%Q3 2021Q2 20246
EATON VANCE MANAGEMENT 660.00%0.00%0.00%Q4 2020Q1 20226
Horizon Investments, LLC 660.00%0.00%0.00%Q1 2023Q2 20246
Belvedere Trading LLC 220.00%0.00%0.00%Q1 2024Q2 20246
Gilman Hill Asset Management, LLC 420.04%0.05%0.05%Q4 2021Q2 20236
Prospera Financial Services Inc 410.00%0.01%0.02%Q3 2020Q2 20246
Capital Wealth Planning, LLC 410.10%0.13%0.15%Q2 2017Q1 20206
ADVOCATE GROUP LLC 660.05%0.06%0.07%Q4 2022Q1 20246
ICA Group Wealth Management, LLC 330.02%0.04%0.08%Q4 2022Q2 20246
Meridian Wealth Partners, LLC 660.02%0.02%0.03%Q4 2019Q1 20216
Freedman Financial Associates, Inc. 660.02%0.02%0.02%Q4 2020Q1 20226
BHK Investment Advisors, LLC 660.20%0.59%1.05%Q2 2018Q3 20196
Householder Group Estate & Retirement Specialist, LLC 410.01%0.03%0.04%Q3 2022Q2 20246
LGT Financial Advisors LLC 510.01%0.74%0.92%Q4 2022Q2 20246
Kernodle & Katon Asset Management Group, LLC 660.04%0.11%0.17%Q4 2015Q1 20176
Investors Capital Advisory Services 660.04%0.05%0.06%Q1 2015Q2 20166
ZRC WEALTH MANAGEMENT, LLC 660.09%0.11%0.14%Q1 2023Q2 20246
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Warther Private Wealth, LLC 660.30%0.79%1.17%Q2 2021Q3 20226
FRANKLIN RESOURCES INC 660.00%0.00%0.00%Q1 2023Q2 20246
FIRST FOUNDATION ADVISORS 210.02%0.03%0.05%Q4 2020Q3 20236
Pine Valley Investments Ltd Liability Co 660.02%0.02%0.03%Q1 2023Q2 20246
NATIXIS ADVISORS, LLC 660.00%0.00%0.00%Q1 2023Q2 20246
Consolidated Portfolio Review Corp 660.23%0.49%0.81%Q1 2023Q2 20246
Glass Jacobson Investment Advisors llc 510.38%0.65%0.90%Q4 2022Q2 20246
AVITY INVESTMENT MANAGEMENT INC. 660.04%0.07%0.17%Q1 2023Q2 20246
GSB Wealth Management, LLC 660.76%1.26%1.61%Q1 2023Q2 20246
QUANTUM CAPITAL MANAGEMENT 510.01%0.04%0.10%Q4 2013Q3 20206
Capital Advantage, Inc. 660.20%0.47%0.65%Q4 2014Q1 20166
KELLEHER FINANCIAL ADVISORS 660.32%0.35%0.38%Q1 2023Q2 20246
Pure Financial Advisors, LLC 660.01%0.01%0.01%Q1 2023Q2 20246
REGENTATLANTIC CAPITAL LLC 660.01%0.01%0.01%Q4 2020Q1 20226
Ruggaard & Associates LLC 660.25%0.28%0.30%Q1 2023Q2 20246
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 410.05%0.10%0.20%Q2 2020Q2 20246
Truvestments Capital LLC 310.01%0.04%0.18%Q3 2018Q2 20206
SYNOVUS FINANCIAL CORP 410.00%0.03%0.06%Q2 2017Q2 20246
WealthCare Investment Partners, LLC 660.16%0.20%0.23%Q1 2023Q2 20246
Atlas Private Wealth Advisors 660.05%0.07%0.08%Q2 2020Q3 20216
Diversified Investment Strategies, LLC 660.19%0.22%0.27%Q1 2023Q2 20246
SCOTIA CAPITAL INC. 330.00%0.00%0.00%Q3 2021Q2 20246
Tidal Investments LLC 310.18%0.56%1.00%Q4 2020Q4 20236
DAVIDSON & GARRARD INC 660.05%0.14%0.24%Q2 2016Q3 20176
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
GIRARD PARTNERS LTD. 660.04%0.05%0.05%Q2 2017Q3 20186
CHOREO, LLC 660.07%0.08%0.10%Q1 2023Q2 20246
Kovitz Investment Group Partners, LLC 660.01%0.01%0.01%Q1 2023Q2 20246
Ameritas Investment Company, LLC 330.01%0.05%0.11%Q3 2019Q3 20216
WealthTrust Asset Management, LLC 330.36%3.09%7.45%Q2 2021Q1 20246
LaFleur & Godfrey LLC 660.04%0.04%0.05%Q1 2023Q2 20246
Friedenthal Financial 330.06%0.10%0.17%Q2 2021Q2 20246
Wayfinding Financial, LLC 210.12%0.26%0.43%Q4 2021Q2 20246
Noble Family Wealth, LLC 662.78%2.97%3.13%Q1 2023Q2 20246
Waterford Advisors, LLC 660.11%0.12%0.13%Q1 2023Q2 20246
Fortis Advisors, LLC 660.03%0.14%0.26%Q1 2023Q2 20246
ADVISOR PARTNERS II, LLC 550.02%0.03%0.03%Q3 2022Q3 20235
CAMBRIDGE TRUST CO 550.00%0.00%0.00%Q4 2022Q4 20235
MACROVIEW INVESTMENT MANAGEMENT LLC 410.01%1.49%4.22%Q1 2019Q2 20245
Coppell Advisory Solutions LLC 310.00%0.05%0.22%Q4 2022Q2 20245
Dana Investment Advisors, Inc. 550.10%0.15%0.19%Q2 2023Q2 20245
Plancorp, LLC 410.04%0.05%0.06%Q3 2020Q2 20245
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 410.01%0.25%0.37%Q2 2018Q2 20245
BROWN WEALTH MANAGEMENT, LLC 550.99%1.12%1.35%Q2 2023Q2 20245
Moisand Fitzgerald Tamayo, LLC 550.01%0.01%0.01%Q2 2023Q2 20245
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 410.02%0.03%0.04%Q2 2022Q2 20245
BRR OpCo, LLC 410.04%0.06%0.06%Q3 2017Q2 20205
Connectus Wealth, LLC 550.07%0.10%0.17%Q1 2023Q1 20245
Activest Wealth Management 410.00%0.00%0.00%Q1 2021Q3 20235
Independent Wealth Network Inc. 320.12%0.19%0.27%Q3 2021Q2 20245
Sound Income Strategies, LLC 410.00%0.00%0.01%Q3 2018Q4 20235
Callan Capital, LLC 550.03%0.04%0.04%Q2 2023Q2 20245
EisnerAmper Wealth Management Corporate Benefits, LLC 550.11%0.12%0.13%Q4 2022Q4 20235
TMFS HOLDINGS LLC 5525.06%30.34%35.26%Q3 2015Q3 20165
Lumbard & Kellner, LLC 550.08%0.09%0.09%Q1 2021Q1 20225
REDW Wealth LLC 550.16%0.16%0.16%Q2 2023Q2 20245
RHS Financial, LLC 550.25%0.70%1.07%Q2 2023Q2 20245
Strategic Financial Concepts, LLC 320.02%0.15%0.22%Q1 2023Q2 20245
Sabal Trust CO 550.04%0.05%0.05%Q2 2023Q2 20245
CGC Financial Services, LLC 550.01%0.01%0.01%Q2 2023Q2 20245
SMITH, MOORE & CO. 550.03%0.15%0.23%Q2 2023Q2 20245
Waverly Advisors, LLC 550.01%0.13%0.33%Q2 2023Q2 20245
Transparent Wealth Partners LLC 4117.93%20.33%25.61%Q4 2021Q1 20235
SCHMIDT P J INVESTMENT MANAGEMENT INC 550.09%0.17%0.30%Q2 2023Q2 20245
PrairieView Partners, LLC 410.00%0.00%0.00%Q4 2022Q2 20245
Freestone Capital Holdings, LLC 210.01%0.01%0.02%Q3 2019Q2 20245
Imprint Wealth LLC 550.65%0.78%0.87%Q1 2023Q1 20245
Virtu Financial LLC 310.08%0.17%0.28%Q2 2015Q3 20175
Neuberger Berman Group LLC 550.00%0.00%0.00%Q3 2020Q3 20215
Empower Advisory Group, LLC 550.00%0.00%0.00%Q2 2023Q2 20245
ST GERMAIN D J CO INC 550.00%0.00%0.00%Q2 2023Q2 20245
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 550.35%0.45%0.49%Q1 2020Q1 20215
BREITER CAPITAL MANAGEMENT INC 410.64%0.89%1.06%Q4 2017Q1 20195
Foundations Investment Advisors, LLC 550.01%0.05%0.11%Q2 2023Q2 20245
GUERRA PAN ADVISORS, LLC 550.39%1.03%1.58%Q2 2023Q2 20245
NORTH STAR ASSET MANAGEMENT INC 550.01%0.02%0.02%Q2 2023Q2 20245
Dechtman Wealth Management, LLC 557.11%9.69%11.62%Q2 2023Q2 20245
Strategic Investment Solutions, Inc. /IL 550.10%0.23%0.58%Q4 2022Q4 20235
Beacon Pointe Wealth Advisors, LLC 550.14%0.28%0.38%Q4 2018Q4 20195
IAMS WEALTH MANAGEMENT, LLC 550.20%0.30%0.57%Q4 2022Q4 20235
Koesten, Hirschmann & Crabtree, INC. 550.01%0.02%0.02%Q1 2023Q1 20245
Empowered Funds, LLC 310.19%1.29%2.06%Q2 2020Q4 20235
Delta Financial Group, Inc. 320.10%0.14%0.16%Q4 2022Q1 20245
Gilbert & Cook, Inc. 550.08%0.12%0.16%Q2 2023Q2 20245
Total Clarity Wealth Management, Inc. 210.00%0.07%0.11%Q4 2019Q2 20225
First Command Advisory Services, Inc. 410.00%0.00%0.00%Q3 2022Q2 20245
Goodwin Investment Advisory 550.02%0.03%0.03%Q2 2021Q2 20225
Relyea Zuckerberg Hanson LLC 310.04%0.07%0.14%Q3 2021Q2 20245
Wealthquest Corp 550.07%0.12%0.16%Q4 2018Q4 20195
Clearstead Trust, LLC 550.03%0.03%0.04%Q2 2023Q2 20245
Brickley Wealth Management 550.05%0.05%0.06%Q2 2023Q2 20245
Nalls Sherbakoff Group, LLC 411.90%2.04%2.18%Q4 2018Q4 20235
Cynosure Group, LLC 550.10%0.13%0.16%Q2 2023Q2 20245
AllSquare Wealth Management LLC 550.01%0.01%0.01%Q2 2023Q2 20245
Redwood Financial Network Corp 410.20%0.45%0.74%Q1 2022Q2 20245
PRIVATE TRUST CO NA 320.00%0.01%0.05%Q1 2023Q2 20245
Cassaday & Co Wealth Management LLC 550.01%0.05%0.09%Q2 2023Q2 20245
Frank, Rimerman Advisors LLC 310.02%0.05%0.07%Q4 2021Q2 20245
Fulcrum Equity Management 210.43%0.83%1.60%Q4 2019Q2 20245
PARK NATIONAL CORP /OH/ 550.02%0.02%0.02%Q4 2017Q4 20185
Snider Financial Group 550.82%0.84%0.86%Q2 2023Q2 20245
Stillwater Investment Management, LLC 550.14%0.39%0.47%Q1 2022Q1 20235
Avalon Trust Co 550.00%0.00%0.01%Q2 2023Q2 20245
Paradigm Capital Management, LLC/NV 550.65%0.94%1.48%Q4 2021Q4 20225
BUCKINGHAM STRATEGIC PARTNERS, LLC 550.02%0.13%0.30%Q2 2023Q2 20245
Congress Wealth Management LLC / DE / 410.01%0.04%0.05%Q4 2021Q2 20245
Wall Capital Group, Inc. 410.03%0.04%0.09%Q1 2017Q4 20225
Genesee Capital Advisors, LLC 550.01%0.75%1.01%Q1 2019Q1 20205
DFPG INVESTMENTS, LLC 550.06%0.11%0.12%Q4 2022Q4 20235
COLUMBIA ADVISORY PARTNERS LLC 410.25%3.12%4.59%Q4 2021Q2 20245
Econ Financial Services Corp 410.29%0.89%3.19%Q2 2022Q2 20245
VISTA CAPITAL PARTNERS, INC. 310.03%0.03%0.03%Q1 2022Q2 20245
PALLADIUM PARTNERS LLC 410.00%0.01%0.01%Q1 2014Q1 20225
JONES FINANCIAL COMPANIES LLLP 550.00%0.00%0.00%Q2 2023Q2 20245
Aspen Grove Capital, LLC 550.35%0.44%0.49%Q2 2023Q2 20245
Atomi Financial Group, Inc. 410.11%0.87%1.83%Q1 2023Q2 20245
Country Club Trust Company, n.a. 550.02%0.03%0.03%Q3 2020Q3 20215
Peregrine Asset Advisers, Inc. 550.12%0.17%0.30%Q1 2018Q1 20195
KESTRA PRIVATE WEALTH SERVICES, LLC 550.01%0.01%0.02%Q2 2023Q2 20245
MCIA Inc 550.77%2.73%3.64%Q3 2018Q3 20195
Trexquant Investment LP 310.02%0.07%0.21%Q3 2019Q4 20204
Russell Investments Group, Ltd. 440.00%0.00%0.00%Q3 2023Q2 20244
Morling Financial Advisors, LLC 440.05%0.05%0.06%Q4 2021Q3 20224
COMERICA BANK 440.01%0.01%0.01%Q3 2023Q2 20244
Corient Capital Partners, LLC 440.02%0.05%0.13%Q4 2021Q3 20224
FIRST MANHATTAN CO. LLC. 210.00%0.00%0.00%Q4 2020Q2 20234
Strategic Advocates LLC 441.24%4.60%8.01%Q3 2023Q2 20244
TIAA TRUST, NATIONAL ASSOCIATION 440.00%0.00%0.00%Q3 2023Q2 20244
MCDONALD PARTNERS LLC 310.06%0.07%0.09%Q2 2023Q2 20244
Members Trust Co 310.01%0.01%0.02%Q4 2017Q2 20244
NBC SECURITIES, INC. 440.00%0.03%0.06%Q3 2023Q2 20244
Bell Bank 310.02%0.07%0.16%Q2 2022Q2 20234
EQUITABLE TRUST CO 310.01%0.02%0.02%Q4 2021Q2 20244
Sonora Investment Management, LLC 210.00%0.01%0.03%Q1 2016Q4 20204
Kavar Capital Partners, LLC 210.02%0.03%0.03%Q4 2015Q2 20194
CEDRUS LLC 220.12%0.24%0.37%Q4 2022Q2 20244
COURIER CAPITAL LLC 440.02%0.02%0.02%Q2 2023Q1 20244
FINANCIAL CONSULATE, INC 440.13%0.14%0.15%Q3 2023Q2 20244
Soundwatch Capital LLC 440.06%0.12%0.24%Q1 2023Q4 20234
Austin Private Wealth, LLC 440.05%0.17%0.24%Q2 2021Q1 20224
SUNTRUST BANKS INC 440.00%0.00%0.00%Q2 2014Q1 20154
Beacon Bridge Wealth Partners, LLC 440.35%1.88%2.93%Q3 2023Q2 20244
Cypress Wealth Services, LLC 310.05%0.15%0.33%Q4 2018Q4 20194
Financial Freedom, LLC 440.04%0.04%0.04%Q3 2023Q2 20244
Park Place Capital Corp 440.02%1.06%2.60%Q3 2023Q2 20244
Paragon Advisors, LLC 440.38%0.44%0.52%Q4 2019Q3 20204
WR Wealth Planners, LLC 220.00%0.01%0.02%Q2 2023Q2 20244
Ledge Wealth Management, Inc. 440.19%0.69%1.33%Q1 2022Q4 20224
Grandview Asset Management LLC 210.08%0.10%0.11%Q1 2021Q1 20244
Balentine LLC 440.16%0.17%0.18%Q4 2018Q3 20194
Running Point Capital Advisors, LLC 440.00%0.02%0.03%Q4 2020Q3 20214
Banque Cantonale Vaudoise 440.01%0.02%0.02%Q3 2023Q2 20244
Stonebridge Financial Planning Group, LLC 440.03%0.03%0.04%Q1 2021Q4 20214
Next Capital Management LLC 440.00%0.00%0.01%Q4 2018Q3 20194
PANORAMIC INVESTMENT ADVISORS, LLC 312.09%2.34%2.47%Q4 2022Q1 20244
Worth Asset Management, LLC 440.02%0.63%1.60%Q1 2023Q4 20234
INVENIO WEALTH PARTNERS LLC 441.44%2.77%4.26%Q3 2023Q2 20244
Semus Wealth Partners LLC 440.62%1.08%1.77%Q2 2023Q1 20244
Prism Advisors, Inc. 440.08%0.08%0.08%Q2 2021Q1 20224
Y-Intercept (Hong Kong) Ltd 110.04%0.09%0.18%Q3 2021Q4 20234
HM PAYSON & CO 440.00%0.00%0.00%Q3 2023Q2 20244
ATWOOD & PALMER INC 210.00%0.01%0.01%Q4 2015Q4 20214
WHITTIER TRUST CO 210.00%0.00%0.00%Q1 2020Q2 20244
TWO SIGMA INVESTMENTS, LP 440.02%0.03%0.03%Q3 2023Q2 20244
Richard W. Paul & Associates, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
DEUTSCHE BANK AG\ 440.00%0.00%0.00%Q1 2018Q4 20184
CITIZENS FINANCIAL GROUP INC/RI 310.00%0.00%0.01%Q4 2019Q2 20244
Crosspoint Capital Strategies, LLC 440.01%0.05%0.12%Q4 2014Q3 20154
Envestnet Portfolio Solutions, Inc. 440.11%0.20%0.25%Q3 2023Q2 20244
Carnegie Investment Counsel 440.01%0.07%0.11%Q3 2023Q2 20244
Ashton Thomas Private Wealth, LLC 440.01%0.07%0.16%Q3 2023Q2 20244
Elmwood Wealth Management, Inc. 440.00%0.01%0.01%Q2 2018Q1 20194
Operose Advisors LLC 440.04%0.06%0.08%Q3 2023Q2 20244
VitalStone Financial, LLC 310.00%0.13%0.47%Q4 2022Q2 20244
PARAMETRIC PORTFOLIO ASSOCIATES LLC 210.00%0.00%0.01%Q4 2019Q1 20224
AllGen Financial Advisors, Inc. 442.82%5.01%6.60%Q3 2023Q2 20244
Nachman Norwood & Parrott, Inc 440.03%0.03%0.03%Q3 2020Q2 20214
Merriman Wealth Management, LLC 220.01%0.05%0.11%Q3 2021Q2 20244
Laurel Wealth Planning LLC 440.04%0.04%0.06%Q1 2022Q4 20224
THOMPSON DAVIS & CO., INC. 440.07%0.12%0.16%Q4 2017Q3 20184
Ethos Financial Group, LLC 442.72%2.98%3.31%Q3 2023Q2 20244
Integrated Wealth Management 310.00%0.01%0.01%Q2 2015Q3 20164
CHECK CAPITAL MANAGEMENT INC/CA 310.01%0.01%0.01%Q4 2021Q2 20244
INGALLS & SNYDER LLC 310.01%0.01%0.01%Q4 2020Q4 20214
Freedom Investment Management, Inc. 310.05%0.14%0.24%Q3 2022Q2 20244
DOPKINS WEALTH MANAGEMENT, LLC 442.36%2.81%3.24%Q4 2021Q3 20224
KAYS FINANCIAL ADVISORY CORP /ADV 440.05%0.29%1.01%Q4 2018Q3 20194
TUCKER ASSET MANAGEMENT LLC 440.02%0.02%0.03%Q3 2023Q2 20244
Vectors Research Management, LLC 440.09%0.10%0.11%Q3 2023Q2 20244
Ahrens Investment Partners LLC 310.03%0.06%0.14%Q4 2021Q1 20234
Vanguard Capital Wealth Advisors 210.14%0.73%2.07%Q4 2017Q4 20194
BMS Financial Advisors, LLC 210.15%0.42%0.77%Q1 2022Q2 20234
Pallas Capital Advisors LLC 440.12%0.14%0.16%Q3 2023Q2 20244
Yelin Lapidot Holdings Management Ltd. 440.27%0.35%0.43%Q3 2023Q2 20244
WATERSHED PRIVATE WEALTH LLC 440.77%0.92%1.16%Q3 2023Q2 20244
Allegis Investment Advisors, LLC 310.05%0.16%0.21%Q4 2015Q2 20174
Founders Financial Alliance, LLC 310.00%0.02%0.06%Q2 2021Q2 20224
Team Financial Group, LLC 440.82%3.17%5.63%Q3 2023Q2 20244
Riverstone Advisors, LLC 310.09%0.13%0.16%Q4 2021Q2 20244
HBC Financial Services, PLLC 440.05%0.10%0.13%Q2 2023Q1 20244
Argentus Capital Management, LLC 440.02%0.03%0.05%Q4 2015Q3 20164
GDS Wealth Management 440.06%0.07%0.07%Q2 2022Q1 20234
GUNN & Co INVESTMENT MANAGEMENT, INC. 440.03%0.17%0.33%Q3 2023Q2 20244
Archford Capital Strategies, LLC 440.69%0.80%0.92%Q3 2023Q2 20244
Alaska Permanent Capital Management 440.04%0.11%0.16%Q2 2023Q1 20244
ORG Partners LLC 310.01%0.02%0.02%Q2 2023Q2 20244
Independence Advisors, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
M&T BANK CORP 440.00%0.00%0.00%Q4 2020Q3 20214
Charter Oak Capital Management, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
EHRLICH FINANCIAL GROUP 330.20%0.22%0.24%Q4 2023Q2 20243
Kessler Investment Group, LLC 210.00%0.01%0.02%Q4 2021Q2 20243
Headlands Technologies LLC 330.00%0.00%0.00%Q1 2023Q3 20233
THOMPSON INVESTMENT MANAGEMENT, INC. 330.00%0.00%0.01%Q4 2023Q2 20243
Retirement Investment Advisors, Inc. 330.03%0.03%0.04%Q2 2023Q4 20233
Quadcap Wealth Management, LLC 330.06%0.06%0.06%Q4 2023Q2 20243
Bath Savings Trust Co 330.03%0.03%0.03%Q3 2021Q1 20223
PATRICK M SWEENEY & ASSOCIATES, INC 330.20%0.20%0.22%Q4 2023Q2 20243
Scissortail Wealth Management, LLC 210.83%0.87%0.90%Q3 2022Q2 20243
Schwallier Wealth Management LLC 333.35%3.53%3.76%Q4 2023Q2 20243
Mach-1 Financial Group, LLC 210.01%0.02%0.05%Q2 2022Q1 20233
Smartleaf Asset Management LLC 330.04%0.31%0.84%Q4 2023Q2 20243
Skyline Advisors, Inc. 334.38%4.56%4.77%Q4 2023Q2 20243
FineMark National Bank & Trust 210.00%0.01%0.02%Q2 2015Q2 20163
JBR Co Financial Management Inc 330.87%0.95%1.07%Q4 2023Q2 20243
KINGSWOOD WEALTH ADVISORS, LLC 210.22%0.40%0.50%Q3 2023Q2 20243
Gateway Advisory, LLC 110.09%0.33%0.66%Q4 2017Q1 20203
STRINGER ASSET MANAGEMENT, LLC 330.06%0.31%0.46%Q2 2014Q4 20143
Guardian Asset Advisors, LLC 331.60%1.97%2.45%Q4 2023Q2 20243
Prosperitas Financial LLC 335.49%5.50%5.51%Q3 2023Q1 20243
Clayton Financial Group LLC 330.95%1.03%1.10%Q4 2023Q2 20243
Quent Capital, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Weaver Capital Management LLC 337.26%7.40%7.60%Q4 2023Q2 20243
THREADGILL FINANCIAL, LLC 335.15%7.42%9.40%Q4 2023Q2 20243
Christopher J. Hasenberg, Inc 332.74%2.80%2.88%Q4 2023Q2 20243
Lakeridge Wealth Management LLC 330.32%0.34%0.35%Q4 2023Q2 20243
RPg Family Wealth Advisory, LLC 330.01%0.01%0.01%Q2 2018Q4 20183
PRINCIPAL SECURITIES, INC. 330.38%0.42%0.48%Q4 2023Q2 20243
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 330.03%0.04%0.05%Q4 2023Q2 20243
Planning Capital Management Corp 330.37%0.38%0.40%Q4 2023Q2 20243
Jacobi Capital Management LLC 210.00%0.00%0.00%Q2 2017Q3 20203
MeadowBrook Investment Advisors LLC 330.02%0.03%0.03%Q4 2023Q2 20243
Savvy Advisors, Inc. 330.22%0.56%0.84%Q4 2023Q2 20243
Pacifica Partners Inc. 330.00%0.00%0.00%Q2 2023Q4 20233
D. SCOTT NEAL, INC. 330.96%1.58%1.88%Q1 2018Q3 20183
CANANDAIGUA NATIONAL BANK & TRUST CO 330.03%0.03%0.03%Q4 2023Q2 20243
Wolff Financial Management LLC 210.07%0.07%0.08%Q1 2023Q1 20243
Premia Global Advisors, LLC 334.59%5.04%5.72%Q1 2019Q3 20193
Clarity Capital Advisors, LLC 330.52%0.54%0.56%Q4 2023Q2 20243
Polianta Ltd 213.09%6.49%8.78%Q4 2018Q2 20203
AMERICAN FINANCIAL & TAX STRATEGIES INC 330.20%0.85%2.16%Q4 2023Q2 20243
Main Street Group, LTD 330.03%0.04%0.05%Q4 2023Q2 20243
Madison Park Capital Advisors, LLC 330.61%0.68%0.76%Q4 2023Q2 20243
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.06%0.10%0.13%Q4 2023Q2 20243
VisionPoint Advisory Group, LLC 330.00%0.01%0.02%Q4 2023Q2 20243
Selective Wealth Management, Inc. 110.00%0.01%0.02%Q3 2019Q3 20223
Cordasco Financial Network 330.00%0.01%0.01%Q4 2021Q2 20223
WealthCollab, LLC 330.02%0.02%0.02%Q4 2023Q2 20243
River Wealth Advisors LLC 330.00%0.00%0.00%Q2 2018Q4 20183
Investment Advisory Group, LLC 330.08%0.09%0.10%Q4 2023Q2 20243
Arlington Trust Co LLC 330.85%0.86%0.87%Q4 2023Q2 20243
DUMONT & BLAKE INVESTMENT ADVISORS LLC 330.08%0.15%0.20%Q4 2023Q2 20243
Pinion Investment Advisors, LLC 330.12%0.21%0.26%Q4 2023Q2 20243
NTB Financial Corp 331.39%1.54%1.68%Q4 2021Q2 20223
CARDIFF PARK ADVISORS, LLC 330.02%0.03%0.03%Q4 2021Q2 20223
Treybourne Wealth Planners, Inc. 3321.77%22.48%23.46%Q4 2020Q2 20213
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 330.06%0.09%0.11%Q2 2019Q4 20193
Arbor Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
McAlister, Sweet & Associates, Inc. 334.84%7.41%9.64%Q4 2021Q2 20223
SMI Advisory Services, LLC 210.05%0.11%0.17%Q3 2023Q2 20243
Sachetta, LLC 330.19%0.29%0.47%Q4 2023Q2 20243
BURKETT FINANCIAL SERVICES, LLC 3322.35%22.92%23.96%Q4 2023Q2 20243
NorthStar Asset Management LLC /NJ/ 330.50%0.52%0.55%Q4 2023Q2 20243
Steele Capital Management, Inc. 330.30%0.32%0.33%Q4 2023Q2 20243
Richardson Capital Management LLC 3319.06%19.74%20.24%Q4 2023Q2 20243
WealthStone, Inc. 210.01%0.08%0.14%Q2 2019Q1 20213
Hanlon Investment Management, Inc. 330.06%0.07%0.07%Q4 2023Q2 20243
Bryn Mawr Capital Management, LLC 330.02%0.02%0.02%Q4 2023Q2 20243
PRIVATE MANAGEMENT GROUP INC 330.01%0.01%0.01%Q4 2023Q2 20243
Creekmur Asset Management LLC 330.00%0.01%0.01%Q4 2023Q2 20243
Sonora Investment Management Group, LLC 330.02%0.03%0.03%Q4 2022Q2 20233
Long Island Wealth Management, Inc. 333.02%3.20%3.40%Q4 2023Q2 20243
Rollins Financial Advisors, LLC 335.48%6.30%6.76%Q4 2023Q2 20243
Bridge Advisory, LLC 331.27%1.90%2.34%Q4 2023Q2 20243
Pathstone Holdings, LLC 330.00%0.00%0.01%Q4 2023Q2 20243
FinTrust Investment Advisory Services, LLC 330.49%0.52%0.54%Q3 2017Q1 20183
HTLF Bank 330.02%0.06%0.12%Q4 2023Q2 20243
LongView Wealth Management 331.15%1.17%1.22%Q4 2023Q2 20243
Advance Capital Management, Inc. 330.04%1.87%3.16%Q4 2023Q2 20243
Baker Avenue Asset Management, LP 330.00%0.01%0.04%Q4 2022Q2 20233
American Financial Advisors, LLC 330.04%0.05%0.06%Q4 2023Q2 20243
Financial Sense Advisors, Inc. 330.14%0.21%0.25%Q4 2023Q2 20243
Atlantic Edge Private Wealth Management, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
NORTHWEST INVESTMENT COUNSELORS, LLC 210.02%0.03%0.03%Q2 2017Q3 20193
VISIONARY HORIZONS, LLC 3314.62%16.70%18.88%Q4 2023Q2 20243
Roble, Belko & Company, Inc 330.01%0.01%0.01%Q4 2023Q2 20243
HART & PATTERSON FINANCIAL GROUP LLC 330.87%0.93%1.05%Q4 2023Q2 20243
Trust Co of the South 330.05%0.06%0.06%Q4 2023Q2 20243
Sprinkle Financial Consultants LLC 332.43%2.49%2.61%Q4 2023Q2 20243
ROBINSON SMITH WEALTH ADVISORS LLC 331.41%1.49%1.54%Q4 2023Q2 20243
Madison Wealth Partners, Inc 330.38%0.48%0.56%Q4 2023Q2 20243
Platform Technology Partners 330.14%0.15%0.16%Q2 2020Q4 20203
Glenview Trust Co 330.01%0.01%0.01%Q4 2023Q2 20243
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 110.01%0.02%0.02%Q1 2017Q2 20243
Stokes Capital Advisors, LLC 330.15%0.18%0.19%Q1 2018Q3 20183
Polaris Wealth Advisory Group, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
NBT BANK N A /NY 330.04%0.05%0.06%Q4 2023Q2 20243
Slow Capital, Inc. 330.26%0.30%0.36%Q3 2020Q1 20213
Mariner Wealth Advisors-Cincinnati, LLC 210.01%0.02%0.02%Q2 2017Q3 20183
CNB Bank 210.00%0.01%0.01%Q2 2019Q2 20243
Heritage Wealth Management, Inc. /CA/ 336.19%6.39%6.76%Q4 2023Q2 20243
Atlas Brown,Inc. 330.09%0.09%0.10%Q4 2023Q2 20243
WFG Advisors, LP 330.00%0.00%0.00%Q2 2013Q4 20133
Tidemark, LLC 330.02%0.02%0.02%Q4 2023Q2 20243
Leo Wealth, LLC 330.40%0.42%0.46%Q4 2023Q2 20243
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 330.01%0.02%0.03%Q4 2023Q2 20243
Loveless Wealth Management LLC 330.13%0.15%0.17%Q4 2021Q2 20223
Colony Group, LLC 330.02%0.04%0.06%Q4 2023Q2 20243
Stonebrook Private Inc. 330.13%0.14%0.16%Q4 2023Q2 20243
Briaud Financial Planning, Inc 210.04%0.04%0.04%Q3 2023Q2 20243
Argent Wealth Management LLC 331.46%1.81%2.08%Q4 2019Q2 20203
Clear Point Advisors Inc. 337.50%7.96%8.58%Q4 2023Q2 20243
AQR Capital Management 330.00%0.00%0.00%Q4 2023Q2 20243
Embree Financial Group 330.62%0.64%0.66%Q4 2023Q2 20243
RIVERSEDGE ADVISORS, LLC 330.43%0.45%0.46%Q2 2019Q4 20193
Financial Avengers, Inc. 330.00%0.00%0.00%Q3 2023Q1 20243
New England Private Wealth Advisors LLC 210.24%0.30%0.34%Q3 2023Q2 20243
Kabarec Financial Advisors, Ltd. 330.28%0.33%0.39%Q4 2017Q2 20183
Christensen, King & Associates Investment Services, Inc. 334.84%5.25%5.68%Q4 2023Q2 20243
SUMMITRY LLC 330.02%0.02%0.02%Q1 2019Q3 20193
DiNuzzo Private Wealth, Inc. 330.01%0.01%0.01%Q4 2023Q2 20243
TFB Advisors LLC 210.17%0.19%0.22%Q2 2023Q2 20243
FSA Advisors, Inc. 331.05%1.19%1.27%Q4 2023Q2 20243
WealthPlan Investment Management, LLC 210.02%0.03%0.03%Q1 2022Q4 20223
Secure Asset Management, LLC 210.08%0.08%0.09%Q3 2023Q2 20243
MidWestOne Financial Group, Inc. 330.06%0.07%0.07%Q1 2023Q3 20233
Fairman Group, LLC 330.35%0.37%0.40%Q4 2023Q2 20243
ARK & TLK INVESTMENTS, LLC 330.27%0.29%0.31%Q4 2023Q2 20243
LexAurum Advisors, LLC 330.05%0.06%0.06%Q4 2023Q2 20243
BAKER TILLY WEALTH MANAGEMENT, LLC 330.05%0.08%0.14%Q4 2023Q2 20243
First Western Trust Bank 330.02%0.02%0.03%Q4 2023Q2 20243
Frazier Financial Advisors, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Sanibel Captiva Trust Company, Inc. 330.01%0.02%0.03%Q4 2023Q2 20243
WESPAC Advisors SoCal, LLC 330.02%0.02%0.02%Q3 2017Q1 20183
GSA CAPITAL PARTNERS LLP 330.02%0.10%0.15%Q4 2023Q2 20243
New Insight Wealth Advisors 330.15%0.22%0.29%Q4 2023Q2 20243
True Vision MN LLC 331.51%1.57%1.62%Q4 2023Q2 20243
HRC WEALTH MANAGEMENT, LLC 3334.70%35.75%36.28%Q4 2023Q2 20243
Crescent Grove Advisors, LLC 330.06%0.07%0.07%Q4 2023Q2 20243
Pineridge Advisors LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Meristem Family Wealth, LLC 330.21%0.22%0.24%Q3 2021Q1 20223
SNS Financial Group, LLC 330.06%0.08%0.10%Q2 2019Q4 20193
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Lighthouse Financial Advisors, Inc. 210.00%1.18%1.76%Q4 2019Q1 20213
Donor Advised Charitable Giving, Inc. 330.05%0.06%0.07%Q1 2022Q3 20223
EXENCIAL WEALTH ADVISORS, LLC 330.19%0.21%0.23%Q4 2023Q2 20243
EDMOND DE ROTHSCHILD HOLDING S.A. 330.00%0.00%0.00%Q4 2023Q2 20243
GoalVest Advisory LLC 210.00%0.06%0.09%Q1 2023Q2 20243
American Trust 330.57%0.60%0.66%Q4 2022Q2 20233
WESTPORT RESOURCES MANAGEMENT INC 220.01%0.01%0.01%Q1 2016Q2 20162
Resolute Advisors LLC 220.04%0.04%0.05%Q1 2023Q2 20232
Manhattan West Asset Management, LLC 220.12%0.27%0.43%Q4 2021Q1 20222
WEALTH EFFECTS LLC 220.08%0.10%0.11%Q1 2024Q2 20242
Y.D. More Investments Ltd 220.00%0.00%0.00%Q4 2023Q1 20242
Pegasus Asset Management, Inc. 220.09%0.09%0.10%Q1 2024Q2 20242
GAMCO INVESTORS, INC. ET AL 220.00%0.00%0.00%Q3 2023Q4 20232
FirstPurpose Wealth LLC 220.08%0.10%0.12%Q4 2023Q1 20242
KFA Private Wealth Group, LLC 220.12%0.17%0.21%Q1 2024Q2 20242
Saxony Capital Management, LLC 221.49%1.80%2.11%Q1 2024Q2 20242
Diversified, LLC 110.05%0.09%0.12%Q4 2023Q2 20242
WC Walker & Associates, Inc. 220.28%0.28%0.28%Q3 2022Q4 20222
Beaird Harris Wealth Management, LLC 110.00%0.00%0.01%Q4 2021Q2 20242
Fieldpoint Private Securities, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
PLANNING ALTERNATIVES LTD /ADV 221.86%1.93%2.00%Q3 2021Q4 20212
Claraphi Advisory Network, LLC 110.01%0.06%0.12%Q1 2020Q4 20202
StrategIQ Financial Group, LLC 110.02%0.02%0.02%Q4 2021Q4 20232
Fonville Wealth Management LLC 220.09%0.09%0.09%Q1 2024Q2 20242
Emprise Bank 220.37%0.37%0.37%Q1 2024Q2 20242
IFG Advisory, LLC 110.04%0.04%0.05%Q4 2023Q2 20242
Retireful, LLC 110.21%0.21%0.21%Q4 2023Q2 20242
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 220.02%0.02%0.02%Q4 2021Q1 20222
CANANDAIGUA NATIONAL CORP 110.03%0.03%0.04%Q1 2021Q4 20212
Destiny Wealth Partners, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
FRONTIER INVESTMENT MGMT CO 110.01%0.02%0.02%Q1 2018Q3 20192
Breakwater Investment Management 220.00%0.00%0.00%Q1 2024Q2 20242
Granite Investment Partners, LLC 110.00%0.00%0.01%Q4 2018Q2 20222
OneAscent Wealth Management LLC 222.25%2.32%2.40%Q4 2023Q1 20242
Foster Group, Inc. 220.06%0.07%0.08%Q4 2020Q1 20212
KPP Advisory Services LLC 110.66%0.70%0.75%Q3 2023Q1 20242
Snowden Capital Advisors LLC 220.06%0.06%0.06%Q1 2024Q2 20242
SHELTON CAPITAL MANAGEMENT 220.03%0.03%0.03%Q1 2020Q2 20202
Perissos Private Wealth Management, LLC 222.25%2.37%2.50%Q1 2024Q2 20242
HORIZON FINANCIAL SERVICES, LLC 220.04%0.04%0.04%Q1 2024Q2 20242
Colorado Capital Management, Inc. 220.43%0.47%0.50%Q1 2024Q2 20242
Strategic Wealth Partners, Ltd. 220.00%0.00%0.00%Q1 2019Q2 20192
Bellwether Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q4 2015Q2 20162
Allianz Asset Management GmbH 110.00%0.00%0.00%Q1 2014Q4 20152
DRW Securities, LLC 220.06%0.10%0.15%Q4 2013Q1 20142
Gupta Wealth Management LLC 220.01%0.01%0.01%Q1 2015Q2 20152
Field & Main Bank 220.00%0.00%0.00%Q4 2022Q1 20232
BALDWIN WEALTH PARTNERS LLC/MA 110.01%0.01%0.02%Q1 2023Q3 20232
Coordinated Financial Services, Inc./CO 220.27%0.27%0.27%Q1 2024Q2 20242
NATIONAL PLANNING CORP 220.17%0.17%0.17%Q2 2017Q3 20172
NewEdge Wealth, LLC 220.02%0.02%0.02%Q1 2024Q2 20242
St. Johns Investment Management Company, LLC 220.00%0.00%0.01%Q2 2017Q3 20172
Financial Gravity Asset Management, Inc. 110.00%0.01%0.03%Q3 2019Q2 20242
STEPH & CO 220.08%0.08%0.09%Q4 2019Q1 20202
Rice Partnership, LLC 220.05%0.05%0.05%Q1 2024Q2 20242
Vise Technologies, Inc. 220.22%0.23%0.24%Q4 2021Q1 20222
WMG Financial Advisors, LLC 220.25%0.27%0.28%Q1 2024Q2 20242
PFG Investments, LLC 220.02%0.10%0.19%Q1 2024Q2 20242
WEALTHSPAN PARTNERS, LLC 220.20%0.23%0.26%Q1 2024Q2 20242
Doyle Wealth Management 110.01%0.01%0.02%Q4 2018Q2 20192
CAPITAL PERFORMANCE ADVISORS LLP 110.10%0.10%0.10%Q4 2023Q2 20242
Naviter Wealth, LLC 220.07%0.07%0.08%Q2 2023Q3 20232
AMERICAN NATIONAL BANK & TRUST 220.00%0.00%0.00%Q4 2019Q1 20202
United Advisor Group, LLC 220.19%0.24%0.28%Q1 2024Q2 20242
FIDUCIARY FAMILY OFFICE, LLC 220.19%0.21%0.23%Q1 2024Q2 20242
Evanson Asset Management, LLC 110.02%0.02%0.02%Q2 2023Q2 20242
Citizens National Bank Trust Department 220.04%0.04%0.04%Q1 2024Q2 20242
Elevation Capital Advisory, LLC 110.23%2.17%4.12%Q2 2021Q2 20242
Columbia Trust Co 01012016 110.10%0.11%0.11%Q2 2023Q4 20232
Claybrook Capital, LLC 110.30%0.31%0.32%Q4 2018Q2 20212
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 220.02%0.02%0.02%Q1 2024Q2 20242
Insight Wealth Strategies, LLC 220.03%0.03%0.03%Q1 2024Q2 20242
Lantern Wealth Advisors, LLC 220.32%0.34%0.37%Q1 2024Q2 20242
Frontier Asset Management, LLC 220.17%0.18%0.20%Q4 2021Q1 20222
LAKE STREET PRIVATE WEALTH, LLC 220.04%0.04%0.04%Q3 2023Q4 20232
Cutler Capital Management, LLC 220.08%0.09%0.09%Q2 2023Q3 20232
Simplicity Wealth,LLC 220.65%0.66%0.67%Q1 2024Q2 20242
LOGAN CAPITAL MANAGEMENT INC 220.07%0.07%0.07%Q1 2024Q2 20242
Tactive Advisors, LLC 110.15%0.22%0.29%Q4 2022Q1 20242
Palisade Asset Management, LLC 220.02%0.02%0.02%Q1 2024Q2 20242
Investments & Financial Planning, LLC 220.15%0.16%0.16%Q1 2024Q2 20242
HRT FINANCIAL LP 220.00%0.00%0.00%Q4 2023Q1 20242
ETF Store, Inc. 220.17%0.22%0.26%Q1 2024Q2 20242
Fortis Group Advisors, LLC 220.14%0.16%0.18%Q1 2024Q2 20242
Insight Wealth Partners, LLC 220.08%0.10%0.13%Q1 2024Q2 20242
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
OMC Financial Services LTD 220.26%0.30%0.34%Q1 2024Q2 20242
Ergawealth Advisors, Inc. 220.26%0.30%0.34%Q1 2024Q2 20242
First Heartland Consultants, Inc. 110.01%0.06%0.12%Q3 2023Q2 20242
MOSAIC FAMILY WEALTH PARTNERS, LLC 220.03%0.04%0.04%Q1 2024Q2 20242
GAMMA Investing LLC 220.00%0.00%0.00%Q1 2024Q2 20242
One Wealth Management Investment & Advisory Services, LLC 220.08%0.09%0.09%Q4 2023Q1 20242
MEEDER ASSET MANAGEMENT INC 220.00%0.00%0.00%Q4 2020Q1 20212
Diversify Advisory Services, LLC 220.10%0.10%0.11%Q1 2024Q2 20242
25 LLC 220.01%0.01%0.02%Q1 2023Q2 20232
New England Capital Financial Advisors LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Wealth Group, Ltd. 220.30%0.30%0.31%Q1 2024Q2 20242
TNF LLC 110.08%0.09%0.09%Q4 2023Q2 20242
PIN OAK INVESTMENT ADVISORS INC 220.00%0.00%0.00%Q4 2017Q1 20182
C M BIDWELL & ASSOCIATES LTD 220.04%0.04%0.05%Q1 2024Q2 20242
Farmers & Merchants Trust Co of Long Beach 220.06%0.06%0.07%Q1 2021Q2 20212
Advisors Preferred, LLC 110.65%1.40%2.16%Q4 2013Q2 20142
Carnick & Kubik, LLC 110.02%0.04%0.06%Q3 2015Q1 20162
RIA Advisory Group LLC 220.13%0.47%0.81%Q4 2023Q1 20242
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 220.01%0.01%0.02%Q1 2024Q2 20242
Robertson Stephens Wealth Management, LLC 110.07%0.08%0.09%Q3 2020Q2 20242
EnRich Financial Partners LLC 220.00%0.00%0.00%Q1 2024Q2 20242
&PARTNERS 220.05%0.06%0.07%Q1 2024Q2 20242
McCarthy & Cox 220.10%0.10%0.11%Q1 2024Q2 20242
LBA Wealth Management, LLC 220.02%0.02%0.02%Q1 2015Q2 20152
LRI Investments, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Global Assets Advisory, LLC 220.19%0.44%0.68%Q1 2024Q2 20242
STANCORP INVESTMENT ADVISERS INC 220.01%0.02%0.02%Q4 2014Q1 20152
Fortune Financial Advisors, LLC 220.42%0.54%0.67%Q1 2024Q2 20242
SpiderRock Advisors, LLC 220.01%0.02%0.02%Q1 2024Q2 20242
STRATEGIC PLANNING GROUP, LLC 222.98%2.99%3.01%Q1 2024Q2 20242
MYCIO WEALTH PARTNERS, LLC 110.00%0.01%0.02%Q3 2018Q2 20192
SAXON INTERESTS, INC. 220.10%0.14%0.19%Q1 2024Q2 20242
St. James Investment Advisors, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Grey Street Capital, LLC 220.03%0.06%0.10%Q4 2023Q1 20242
Gerstein Fisher 220.03%0.04%0.04%Q4 2015Q1 20162
HIGHLAND CAPITAL MANAGEMENT, LLC 220.01%0.01%0.01%Q2 2015Q3 20152
Kelly Financial Services LLC 220.01%0.01%0.01%Q1 2024Q2 20242
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q2 2023Q2 20242
Vigilant Capital Management, LLC 110.00%0.01%0.01%Q2 2020Q4 20222
Gen-Wealth Partners Inc 220.00%0.00%0.00%Q1 2024Q2 20242
ANGELES WEALTH MANAGEMENT, LLC 222.28%3.01%3.74%Q1 2024Q2 20242
Compass Efficient Model Portfolios, LLC 220.05%0.20%0.34%Q3 2013Q4 20132
XML SECURITIES, LLC 228.23%8.75%9.27%Q4 2017Q1 20182
Penserra Capital Management LLC 110.00%0.03%0.06%Q4 2019Q2 20232
B. Riley Wealth Management, Inc. 220.00%0.01%0.03%Q1 2022Q2 20222
Traynor Capital Management, Inc. 220.02%0.02%0.02%Q1 2024Q2 20242
Brouwer & Janachowski, LLC 110.03%0.04%0.05%Q1 2014Q2 20152
Virtu KCG Holdings LLC 110.00%0.01%0.01%Q3 2015Q3 20162
Umpqua Bank 220.10%0.10%0.10%Q1 2024Q2 20242
Prosperity Consulting Group, LLC 220.04%0.05%0.05%Q1 2024Q2 20242
Elk River Wealth Management, LLC 220.76%0.88%1.00%Q1 2022Q2 20222
MFA WEALTH ADVISORS, LLC 110.00%0.53%1.05%Q4 2017Q2 20242
West Branch Capital LLC 220.20%0.20%0.20%Q1 2024Q2 20242
Planned Solutions, Inc. 110.00%0.00%0.01%Q4 2020Q4 20232
Bragg Financial Advisors, Inc 220.01%0.01%0.01%Q3 2021Q4 20212
Cornerstone Wealth Group, LLC 220.09%0.09%0.09%Q1 2024Q2 20242
Smart Portfolios, LLC 220.68%0.72%0.75%Q1 2024Q2 20242
PRECEDENT WEALTH PARTNERS, LLC 110.13%0.13%0.13%Q2 2024Q2 20241
FIRST NATIONAL CORP /MA/ /ADV 110.00%0.00%0.00%Q1 2019Q1 20191
Berkshire Money Management, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Caprock Group, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
First Trust Direct Indexing L.P. 110.03%0.03%0.03%Q2 2024Q2 20241
PENOBSCOT WEALTH MANAGEMENT 110.22%0.22%0.22%Q1 2024Q1 20241
OLD MISSION CAPITAL LLC 110.11%0.11%0.11%Q2 2020Q2 20201
Capstone Financial Group, Inc. 110.04%0.04%0.04%Q4 2019Q4 20191
Trust Co 110.01%0.01%0.01%Q2 2024Q2 20241
FourThought Financial Partners, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Atlas Wealth Partners, LLC 112.41%2.41%2.41%Q2 2023Q2 20231
Sightline Wealth Advisors, LLC 110.68%0.68%0.68%Q2 2024Q2 20241
Ergoteles LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Summit Wealth Group, LLC 110.06%0.06%0.06%Q2 2024Q2 20241
Reby Advisors, LLC 1113.50%13.50%13.50%Q4 2020Q4 20201
San Luis Wealth Advisors LLC 110.09%0.09%0.09%Q1 2023Q1 20231
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
JT Stratford LLC 110.10%0.10%0.10%Q2 2024Q2 20241
Lynx Investment Advisory 110.14%0.14%0.14%Q2 2024Q2 20241
MENORA MIVTACHIM HOLDINGS LTD. 110.03%0.03%0.03%Q2 2024Q2 20241
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.00%0.00%0.00%Q1 2018Q1 20181
Guidance Point Advisors, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 110.04%0.04%0.04%Q4 2023Q4 20231
Castleview Partners, LLC 110.06%0.06%0.06%Q2 2024Q2 20241
ROMAN BUTLER FULLERTON & CO 110.34%0.34%0.34%Q4 2022Q4 20221
Heritage Financial Services, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
MOGY JOEL R INVESTMENT COUNSEL INC 110.00%0.00%0.00%Q1 2024Q1 20241
Aries Wealth Management 110.16%0.16%0.16%Q1 2022Q1 20221
CAPITAL WEALTH MANAGEMENT, LLC 111.29%1.29%1.29%Q4 2022Q4 20221
BARCLAYS PLC 110.00%0.00%0.00%Q2 2021Q2 20211
Scarborough Advisors, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 110.14%0.14%0.14%Q1 2020Q1 20201
MARCO INVESTMENT MANAGEMENT LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Symphony Financial, Ltd. Co. 110.05%0.05%0.05%Q1 2024Q1 20241
Strategic Equity Management 110.16%0.16%0.16%Q2 2024Q2 20241
Able Wealth Management LLC 110.05%0.05%0.05%Q4 2023Q4 20231
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 110.07%0.07%0.07%Q2 2021Q2 20211
TAP Consulting, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
REFRAME WEALTH, LLC 110.12%0.12%0.12%Q4 2022Q4 20221
GFS Private Wealth, LLC 114.38%4.38%4.38%Q4 2017Q4 20171
Planning Center, Inc. 110.12%0.12%0.12%Q2 2024Q2 20241
Bell Rock Capital LLC 110.56%0.56%0.56%Q2 2022Q2 20221
tru Independence LLC 110.02%0.02%0.02%Q4 2019Q4 20191
EAGLE ROCK INVESTMENT COMPANY, LLC 110.17%0.17%0.17%Q4 2022Q4 20221
Rockbridge Investment Management, LCC 110.00%0.00%0.00%Q1 2022Q1 20221
Triad Wealth Partners, LLC 110.05%0.05%0.05%Q2 2024Q2 20241
Signify Wealth 115.63%5.63%5.63%Q3 2021Q3 20211
Personal Wealth Partners 110.00%0.00%0.00%Q3 2019Q3 20191
PGIM Custom Harvest LLC 110.00%0.00%0.00%Q2 2024Q2 20241
McKinley Carter Wealth Services, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
SUMMIT SECURITIES GROUP LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Trust Point Inc. 110.03%0.03%0.03%Q2 2024Q2 20241
Altus Wealth Group LLC 112.60%2.60%2.60%Q4 2022Q4 20221
Pointe Capital Management LLC 111.69%1.69%1.69%Q4 2016Q4 20161
TOBIAS FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
Bell Investment Advisors, Inc 110.06%0.06%0.06%Q2 2024Q2 20241
Pathway Financial Advisers, LLC 110.03%0.03%0.03%Q1 2024Q1 20241
Paragon Capital Management Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
HERITAGE WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Purus Wealth Management, LLC 110.14%0.14%0.14%Q3 2021Q3 20211
RGT Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Financial Enhancement Group LLC 110.00%0.00%0.00%Q1 2020Q1 20201
TRADITION ASSET MANAGEMENT LLC 110.07%0.07%0.07%Q2 2020Q2 20201
CATALYST PRIVATE WEALTH, LLC 110.11%0.11%0.11%Q3 2020Q3 20201
ForthRight Wealth Management, LLC 110.08%0.08%0.08%Q2 2024Q2 20241
LITTLE HOUSE CAPITAL LLC 110.25%0.25%0.25%Q2 2020Q2 20201
COMERICA SECURITIES,INC. 110.03%0.03%0.03%Q3 2023Q3 20231
Clear Creek Financial Management, LLC 110.79%0.79%0.79%Q3 2021Q3 20211
MARINO, STRAM & ASSOCIATES LLC 110.24%0.24%0.24%Q2 2021Q2 20211
KWMG, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
FIRST CITIZENS BANK & TRUST CO 110.00%0.00%0.00%Q4 2023Q4 20231
Prostatis Group LLC 110.26%0.26%0.26%Q4 2021Q4 20211
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
Stuart Chaussee & Associates, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
GW&K Investment Management, LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Tennessee Valley Asset Management Partners 110.00%0.00%0.00%Q4 2023Q4 20231
Davis Capital Management 110.02%0.02%0.02%Q2 2024Q2 20241
CAPITAL ONE, NATIONAL ASSOCIATION 110.62%0.62%0.62%Q4 2019Q4 20191
LUTS & GREENLEIGH GROUP, INC 110.23%0.23%0.23%Q2 2024Q2 20241
Two West Capital Advisors LLC 110.70%0.70%0.70%Q2 2024Q2 20241
SHEETS SMITH WEALTH MANAGEMENT 110.02%0.02%0.02%Q3 2023Q3 20231
GTS SECURITIES LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Ranch Capital Advisors Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
Concurrent Investment Advisors, LLC 110.04%0.04%0.04%Q2 2024Q2 20241
Quadrant Private Wealth Management, LLC 110.16%0.16%0.16%Q2 2024Q2 20241
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 110.59%0.59%0.59%Q4 2023Q4 20231
Capstone Triton Financial Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
RMR Wealth Builders 110.01%0.01%0.01%Q1 2021Q1 20211
SEAVIEW INVESTMENT MANAGERS LLC 111.44%1.44%1.44%Q3 2021Q3 20211
CABANA LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Winslow Capital Management, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
SlateStone Wealth, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
BOS Asset Management, LLC 110.38%0.38%0.38%Q4 2023Q4 20231
Caitlin John, LLC 110.03%0.03%0.03%Q4 2023Q4 20231
STABLEFORD CAPITAL II LLC 114.74%4.74%4.74%Q1 2023Q1 20231
Aspire Private Capital, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
B.O.S.S. Retirement Advisors, LLC 110.08%0.08%0.08%Q4 2023Q4 20231
Gainplan LLC 113.56%3.56%3.56%Q3 2019Q3 20191
NAPA WEALTH MANAGEMENT 110.80%0.80%0.80%Q4 2023Q4 20231
KICKSTAND VENTURES, LLC. 111.26%1.26%1.26%Q2 2024Q2 20241
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Leverty Financial Group, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Canal Capital Management, LLC 112.63%2.63%2.63%Q4 2022Q4 20221
PRUDENT INVESTORS NETWORK, INC. 110.07%0.07%0.07%Q2 2024Q2 20241
William Howard & Co Financial Advisors Inc 110.19%0.19%0.19%Q2 2024Q2 20241
Manchester Capital Management LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Epic Trust Investment Advisors, LLC 110.65%0.65%0.65%Q4 2021Q4 20211
DIVERSIFY WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q2 2024Q2 20241
Turtle Creek Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Gryphon Financial Partners LLC 110.06%0.06%0.06%Q4 2018Q4 20181
CFS Investment Advisory Services, LLC 1113.92%13.92%13.92%Q2 2021Q2 20211
Catalytic Wealth RIA, LLC 110.05%0.05%0.05%Q2 2024Q2 20241
FOCUS FINANCIAL NETWORK INC /ADV 114.58%4.58%4.58%Q4 2023Q4 20231
Silicon Hills Wealth Management, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
TFC Financial Management, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
Pinnacle Wealth Advisors 110.01%0.01%0.01%Q2 2021Q2 20211
PCA Investment Advisory Services Inc. 110.04%0.04%0.04%Q2 2023Q2 20231
TruNorth Capital Management, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Shilanski & Associates, Inc. 110.43%0.43%0.43%Q3 2022Q3 20221
Sheaff Brock Investment Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Fifth Third Wealth Advisors LLC 110.02%0.02%0.02%Q2 2024Q2 20241
ADIRONDACK TRUST CO 110.00%0.00%0.00%Q1 2017Q1 20171
Mid-American Wealth Advisory Group, Inc. 115.25%5.25%5.25%Q4 2021Q4 20211
Annandale Capital, LLC 110.08%0.08%0.08%Q2 2024Q2 20241
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q4 2023Q4 20231
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Hershey Financial Advisers, LLC 111.68%1.68%1.68%Q2 2024Q2 20241
WEALTHFRONT Corp 110.00%0.00%0.00%Q2 2015Q2 20151
ASSET PLANNING CORPORATION 110.02%0.02%0.02%Q4 2020Q4 20201
Nauset Wealth Management. LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Covenant Multifamily Offices, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Clarkston Capital Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
QUEST CAPITAL MANAGEMENT INC /ADV 110.26%0.26%0.26%Q2 2021Q2 20211
THEORY FINANCIAL LLC 110.59%0.59%0.59%Q1 2022Q1 20221
Brightworth 110.09%0.09%0.09%Q4 2018Q4 20181
MID CONTINENT CAPITAL LLC/IL 110.02%0.02%0.02%Q3 2015Q3 20151
Abich Financial Wealth Management LLC 110.06%0.06%0.06%Q1 2024Q1 20241
CHILTON CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Global Trust Asset Management, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Financial Network Wealth Advisors LLC 110.05%0.05%0.05%Q2 2024Q2 20241
SJS Investment Consulting Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
Crewe Advisors LLC 110.00%0.00%0.00%Q4 2023Q4 20231
WEALTHGARDEN F.S. LLC 112.39%2.39%2.39%Q2 2024Q2 20241
Petix & Botte Co 111.17%1.17%1.17%Q1 2024Q1 20241
DROMS STRAUSS ADVISORS INC /MO/ /ADV 110.20%0.20%0.20%Q2 2020Q2 20201
Custos Family Office, LLC 110.65%0.65%0.65%Q2 2024Q2 20241
Jacobus Wealth Management, Inc. 110.03%0.03%0.03%Q3 2017Q3 20171
Wealthfront Advisers LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Financial Designs Corp 110.17%0.17%0.17%Q3 2023Q3 20231
Impact Partnership Wealth, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
SIGNET FINANCIAL MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Stewardship Advisors, LLC 110.10%0.10%0.10%Q2 2024Q2 20241
Forum Financial Management, LP 110.01%0.01%0.01%Q2 2024Q2 20241
Arista Wealth Management, LLC 110.05%0.05%0.05%Q2 2024Q2 20241
Annapolis Financial Services, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Knuff & Co LLC 110.14%0.14%0.14%Q2 2024Q2 20241
Semmax Financial Advisors Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2020Q2 20201
Hoxton Financial, Inc. 110.00%0.00%0.00%Q1 2016Q1 20161
Eagle Bay Advisors LLC 110.00%0.00%0.00%Q2 2024Q2 20241
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q1 2014Q1 20141
Equita Financial Network, Inc. 110.36%0.36%0.36%Q2 2024Q2 20241
Axiom Advisory, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
Southland Equity Partners LLC 110.06%0.06%0.06%Q1 2024Q1 20241
Formidable Asset Management, LLC 110.12%0.12%0.12%Q2 2024Q2 20241
Weatherstone Capital Management 110.46%0.46%0.46%Q4 2018Q4 20181
WESPAC Advisors, LLC 111.09%1.09%1.09%Q2 2024Q2 20241
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q1 2019Q1 20191
Veritable, L.P. 110.02%0.02%0.02%Q3 2019Q3 20191
Ferris Capital, LLC 113.04%3.04%3.04%Q2 2021Q2 20211
Fragasso Financial Advisors Inc 110.02%0.02%0.02%Q2 2024Q2 20241
Clearview Wealth Advisors LLC 112.03%2.03%2.03%Q2 2024Q2 20241
AdvicePeriod, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Annis Gardner Whiting Capital Advisors, LLC 110.22%0.22%0.22%Q2 2024Q2 20241
FULTON BREAKEFIELD BROENNIMAN LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Anfield Capital Management, LLC 110.03%0.03%0.03%Q2 2024Q2 20241
Permit Capital Advisors, LLC 113.99%3.99%3.99%Q1 2022Q1 20221
Legacy Financial Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
TPG Advisors LLC 110.30%0.30%0.30%Q2 2024Q2 20241
ZynergyRetirementPlanningLLC 110.51%0.51%0.51%Q2 2024Q2 20241
JEPPSON WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Guardian Wealth Advisors, LLC 110.18%0.18%0.18%Q1 2021Q1 20211
Jane Street Holding, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
KM Capital Management Ltd. 110.12%0.12%0.12%Q4 2023Q4 20231
RFP Financial Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
QRG CAPITAL MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2023Q4 20231
Legacy Capital Group California, Inc. 110.12%0.12%0.12%Q3 2023Q3 20231
Beaumont Financial Partners, LLC 110.22%0.22%0.22%Q3 2022Q3 20221
Danda Trouve Investment Management, Inc. 110.01%0.01%0.01%Q3 2022Q3 20221
Quantbot Technologies LP 110.01%0.01%0.01%Q3 2019Q3 20191
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110.02%0.02%0.02%Q4 2017Q4 20171
MTM Investment Management, LLC 110.01%0.01%0.01%Q1 2024Q1 20241
Paragon Wealth Strategies, LLC 110.06%0.06%0.06%Q4 2023Q4 20231
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 110.75%0.75%0.75%Q2 2021Q2 20211
HC FINANCIAL ADVISORS INC 110.06%0.06%0.06%Q2 2022Q2 20221
HWG Holdings LP 110.07%0.07%0.07%Q2 2024Q2 20241
Cordant, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
JOHN G ULLMAN & ASSOCIATES INC 110.06%0.06%0.06%Q2 2020Q2 20201
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Copperwynd Financial, LLC 110.07%0.07%0.07%Q2 2024Q2 20241
Icon Wealth Partners, LLC 110.25%0.25%0.25%Q3 2018Q3 20181
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.02%0.02%0.02%Q1 2021Q1 20211
BARLOW WEALTH PARTNERS, INC. 110.05%0.05%0.05%Q2 2024Q2 20241
V Wealth Advisors LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Baltimore-Washington Financial Advisors, Inc. 110.02%0.02%0.02%Q3 2022Q3 20221
Asset Allocation Strategies LLC 110.23%0.23%0.23%Q2 2024Q2 20241
WFA of San Diego, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
BRASS TAX WEALTH MANAGEMENT, INC 110.92%0.92%0.92%Q1 2024Q1 20241
IAG Wealth Partners, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Idaho Trust Bank 112.02%2.02%2.02%Q1 2024Q1 20241
Bordeaux Wealth Advisors LLC 110.23%0.23%0.23%Q1 2023Q1 20231
Zullo Investment Group, Inc. 110.01%0.01%0.01%Q4 2022Q4 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
Ascension Asset Management LLC 116.67%6.67%6.67%Q4 2020Q4 20201
IFS Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
LYELL WEALTH MANAGEMENT, LP 110.03%0.03%0.03%Q4 2021Q4 20211
BREMER TRUST NATIONAL ASSOCIATION 110.00%0.00%0.00%Q4 2018Q4 20181
Heritage Wealth Partners, LLC 110.54%0.54%0.54%Q2 2024Q2 20241
Lionsbridge Wealth Management LLC 110.01%0.01%0.01%Q4 2019Q4 20191
D. E. Shaw & Co., Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
Winthrop Capital Management, LLC 111.60%1.60%1.60%Q4 2023Q4 20231
Renasant Bank 111.55%1.55%1.55%Q2 2024Q2 20241
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q2 2024Q2 20241
Colonial Trust Advisors 110.00%0.00%0.00%Q1 2024Q1 20241
Lindenwold Advisors, INC 110.15%0.15%0.15%Q4 2022Q4 20221
Delta Investment Management, LLC 110.05%0.05%0.05%Q1 2024Q1 20241
Plan Group Financial, LLC 110.13%0.13%0.13%Q2 2024Q2 20241
Quotient Wealth Partners, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
S.A. Mason LLC 110.05%0.05%0.05%Q4 2019Q4 20191
KerberRose Wealth Management, LLC 110.42%0.42%0.42%Q2 2022Q2 20221
Masso Torrence Wealth Management Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
PRICE T ROWE ASSOCIATES INC /MD/ 110.00%0.00%0.00%Q1 2024Q1 20241
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
BRYN MAWR TRUST Co 110.01%0.01%0.01%Q2 2024Q2 20241
Maia Wealth LLC 110.13%0.13%0.13%Q2 2024Q2 20241
WASHINGTON TRUST BANK 110.00%0.00%0.00%Q4 2018Q4 20181
SkyView Investment Advisors, LLC 110.04%0.04%0.04%Q2 2024Q2 20241
Chicago Wealth Management, Inc. 111.21%1.21%1.21%Q4 2019Q4 20191
MOODY NATIONAL BANK TRUST DIVISION 110.77%0.77%0.77%Q4 2023Q4 20231
Checchi Capital Advisers, LLC 110.31%0.31%0.31%Q1 2017Q1 20171
Fairfield Financial Advisors, LTD 110.01%0.01%0.01%Q2 2024Q2 20241
TILIA FIDUCIARY PARTNERS, INC. 110.01%0.01%0.01%Q2 2023Q2 20231
Main Street Research LLC 110.05%0.05%0.05%Q3 2018Q3 20181
Employees Retirement System of Texas 110.02%0.02%0.02%Q2 2018Q2 20181
Inspire Advisors, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
Syntrinsic LLC 110.00%0.00%0.00%Q3 2023Q3 20231
American Institute for Advanced Investment Management, LLP 110.15%0.15%0.15%Q2 2024Q2 20241
WestHill Financial Advisors, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
FLPUTNAM INVESTMENT MANAGEMENT CO 110.01%0.01%0.01%Q4 2022Q4 20221
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
Carlsbad Wealth Advisory Group, Inc. 1113.65%13.65%13.65%Q2 2023Q2 20231
Northwest Financial Advisors 110.01%0.01%0.01%Q2 2024Q2 20241
External links

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