SCHWAB STRATEGIC TR shareholder history

Current and past SCHWAB STRATEGIC TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 3750.00%0.00%0.00%Q4 2013Q2 202475
Cutler Group LLC / CA 1810.00%0.00%0.01%Q4 2015Q1 202454
LPL Financial LLC 45450.00%0.03%0.09%Q2 2013Q2 202445
LATHROP INVESTMENT MANAGEMENT CORP 45451.02%1.76%2.29%Q2 2013Q2 202445
Newman Dignan & Sheerar, Inc. 45450.04%1.52%2.83%Q2 2013Q2 202445
PLANNING ALTERNATIVES LTD /ADV 45450.11%2.05%10.30%Q2 2013Q2 202445
Ifrah Financial Services, Inc. 45450.22%0.33%0.40%Q2 2013Q2 202445
AMERIPRISE FINANCIAL INC 45450.00%0.01%0.04%Q2 2013Q2 202445
Madden Advisory Services, Inc. 45450.80%2.39%3.91%Q2 2013Q2 202445
BROWN ADVISORY INC 45450.00%0.00%0.01%Q2 2013Q2 202445
ALESCO ADVISORS LLC 45450.02%0.07%0.12%Q2 2013Q2 202445
Cambridge Investment Research Advisors, Inc. 45450.02%0.13%0.31%Q2 2013Q2 202445
BLB&B Advisors, LLC 45450.26%3.37%7.60%Q2 2013Q2 202445
WELLS FARGO & COMPANY/MN 45450.00%0.00%0.01%Q2 2013Q2 202445
CONDOR CAPITAL MANAGEMENT 45450.11%0.38%0.66%Q2 2013Q2 202445
ROYAL BANK OF CANADA 45450.00%0.00%0.01%Q2 2013Q2 202445
MORGAN STANLEY 45450.00%0.00%0.01%Q2 2013Q2 202445
Marquette Asset Management, LLC 45450.46%1.96%4.07%Q2 2013Q2 202445
UNITED CAPITAL FINANCIAL ADVISORS, LLC 45450.02%0.08%0.18%Q2 2013Q2 202445
ProVise Management Group, LLC 45450.20%2.43%3.97%Q2 2013Q2 202445
JMG Financial Group, Ltd. 45450.08%2.44%4.13%Q2 2013Q2 202445
Courage Miller Partners, LLC 45450.43%2.52%3.87%Q2 2013Q2 202445
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 45450.45%0.94%1.31%Q2 2013Q2 202445
BANK OF AMERICA CORP /DE/ 45450.00%0.00%0.00%Q2 2013Q2 202445
Summit Asset Management, LLC 45450.30%5.38%7.94%Q2 2013Q2 202445
Bangor Savings Bank 45450.48%1.18%1.81%Q2 2013Q2 202445
SIGNATUREFD, LLC 30140.00%0.02%0.06%Q2 2013Q2 202444
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 44440.04%0.13%0.21%Q2 2013Q1 202444
LEAVELL INVESTMENT MANAGEMENT, INC. 44440.12%1.07%1.74%Q3 2013Q2 202444
KCM INVESTMENT ADVISORS LLC 43430.04%0.09%0.18%Q4 2013Q2 202443
ARKANSAS FINANCIAL GROUP, INC. 43430.26%0.38%0.59%Q4 2013Q2 202443
CAHILL FINANCIAL ADVISORS INC 43430.22%1.15%1.96%Q4 2013Q2 202443
CITIGROUP INC 43430.00%0.00%0.00%Q4 2013Q2 202443
SAGE FINANCIAL GROUP INC 43430.25%1.32%2.04%Q4 2013Q2 202443
WEALTHCARE CAPITAL MANAGEMENT LLC 42420.02%0.05%0.14%Q1 2014Q2 202442
Avior Wealth Management, LLC 28140.18%1.41%4.88%Q4 2013Q2 202442
Bouchey Financial Group Ltd 25170.04%0.87%2.52%Q4 2013Q2 202442
Gemmer Asset Management LLC 42422.12%3.19%4.40%Q1 2014Q2 202442
MCF Advisors LLC 32100.01%0.28%1.22%Q4 2013Q2 202442
RKL Wealth Management LLC 42421.38%3.78%5.20%Q1 2014Q2 202442
Curbstone Financial Management Corp 42420.69%2.12%3.23%Q1 2014Q2 202442
HARTLINE INVESTMENT CORP/ 3570.03%0.24%0.91%Q4 2013Q2 202442
Perigon Wealth Management, LLC 4110.08%0.16%0.40%Q3 2011Q2 202442
Bartlett & Co. LLC 26160.00%0.03%0.10%Q2 2013Q4 202342
One Capital Management, LLC 42420.03%0.46%1.11%Q1 2014Q2 202442
Mariner, LLC 4110.01%0.12%0.55%Q4 2013Q2 202442
Creative Planning 3610.00%0.40%1.43%Q2 2013Q2 202442
Horrell Capital Management, Inc. 41410.00%0.00%0.01%Q2 2014Q2 202441
AVITY INVESTMENT MANAGEMENT INC. 41410.04%0.07%0.14%Q2 2013Q2 202341
PITTENGER & ANDERSON INC 41410.01%0.32%0.56%Q2 2014Q2 202441
PARSONS CAPITAL MANAGEMENT INC/RI 41410.04%0.08%0.12%Q2 2014Q2 202441
Private Advisor Group, LLC 40400.03%0.08%0.17%Q3 2014Q2 202440
UBS Group AG 39390.00%0.02%0.05%Q4 2014Q2 202439
VALLEY NATIONAL ADVISERS INC 39391.18%1.98%2.81%Q4 2014Q2 202439
Mengis Capital Management, Inc. 39390.40%0.69%1.10%Q4 2014Q2 202439
Legacy Wealth Management, Inc 39392.57%9.57%13.06%Q4 2014Q2 202439
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 39390.24%0.83%1.65%Q4 2014Q2 202439
Chicago Partners Investment Group LLC 39390.00%0.16%0.60%Q4 2014Q2 202439
FINANCIAL CONSULATE, INC 39390.08%5.98%13.13%Q4 2014Q2 202439
ZACKS INVESTMENT MANAGEMENT 1810.00%0.01%0.01%Q4 2013Q2 202439
Leisure Capital Management 39391.02%3.63%6.40%Q4 2014Q2 202439
Cambridge Advisors Inc. 39390.12%0.26%0.37%Q4 2014Q2 202439
Summit Financial Strategies, Inc. 39391.90%5.53%7.87%Q4 2014Q2 202439
ENVESTNET ASSET MANAGEMENT INC 24140.00%0.03%0.13%Q2 2013Q2 202438
Capital Advantage, Inc. 20180.29%0.98%1.97%Q4 2014Q2 202438
B. Riley Wealth Advisors, Inc. 2810.00%0.06%0.19%Q2 2013Q2 202438
Buckingham Capital Management, Inc. 38380.50%2.45%3.95%Q1 2015Q2 202438
Ironwood Financial, llc 3440.36%1.04%3.91%Q4 2014Q2 202438
FCA CORP /TX 38380.16%0.40%0.63%Q1 2015Q2 202438
EATON VANCE MANAGEMENT 38380.00%0.01%0.02%Q2 2013Q3 202238
Aspen Investment Management Inc 38380.21%0.29%0.41%Q1 2015Q2 202438
Stockman Wealth Management, Inc. 28100.06%0.71%1.32%Q4 2014Q2 202438
Bank of New York Mellon Corp 26120.00%0.00%0.00%Q3 2013Q2 202438
Sharkey, Howes & Javer 38380.24%6.88%23.72%Q1 2015Q2 202438
Nadler Financial Group, Inc. 38380.20%4.72%7.67%Q1 2015Q2 202438
HBK Sorce Advisory LLC 3350.08%3.24%6.65%Q2 2013Q2 202438
Tradewinds Capital Management, LLC 3520.02%2.33%4.79%Q4 2013Q2 202437
Evensky & Katz LLC 2980.00%0.04%0.18%Q3 2014Q4 202337
Harfst & Associates, Inc. 37370.16%1.42%4.57%Q2 2015Q2 202437
Raymond James Financial Services Advisors, Inc. 3610.02%0.15%0.21%Q2 2013Q2 202437
BANK OF MONTREAL /CAN/ 27100.00%0.00%0.00%Q1 2014Q2 202437
FineMark National Bank & Trust 37370.00%0.02%0.04%Q2 2015Q2 202437
Rock Point Advisors, LLC 37370.11%0.14%0.20%Q2 2015Q2 202437
Kistler-Tiffany Companies, LLC 37370.02%0.23%0.70%Q2 2014Q2 202337
GRIMES & COMPANY, INC. 37370.02%0.09%0.40%Q2 2015Q2 202437
St. Johns Investment Management Company, LLC 37370.48%5.43%7.40%Q2 2015Q2 202437
SIGMA INVESTMENT COUNSELORS INC 37370.04%0.07%0.10%Q2 2015Q2 202437
Capital Directions Investment Advisors, LLC 3120.02%0.03%0.04%Q2 2013Q4 202237
FAGAN ASSOCIATES, INC. 37370.19%0.52%1.04%Q1 2015Q1 202437
Asset Management Group, Inc. 37370.13%2.26%3.21%Q2 2015Q2 202437
THOMPSON SIEGEL & WALMSLEY LLC 37370.00%0.00%0.00%Q4 2014Q4 202337
Financial Architects, Inc 2610.00%0.52%1.13%Q3 2013Q2 202336
FIFTH THIRD BANCORP 36360.00%0.00%0.00%Q1 2015Q4 202336
SALEM INVESTMENT COUNSELORS INC 2120.61%0.99%1.28%Q2 2013Q2 202436
JFS WEALTH ADVISORS, LLC 36360.06%0.26%0.70%Q3 2015Q2 202436
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3110.00%0.12%0.26%Q1 2015Q2 202436
GOLDMAN SACHS GROUP INC 36360.00%0.00%0.01%Q3 2015Q2 202436
Koshinski Asset Management, Inc. 3420.13%0.61%1.69%Q1 2015Q2 202436
Emery Howard Portfolio Management, Inc. 35350.34%2.48%3.63%Q2 2013Q4 202135
Armbruster Capital Management, Inc. 35350.06%0.35%0.93%Q4 2015Q2 202435
Moisand Fitzgerald Tamayo, LLC 35354.35%6.31%7.87%Q4 2015Q2 202435
LOWE BROCKENBROUGH & CO INC 35350.06%0.30%0.74%Q4 2015Q2 202435
Triangle Securities Wealth Management 3410.06%4.05%5.24%Q2 2013Q2 202435
Bowling Portfolio Management LLC 35350.06%0.13%0.23%Q1 2014Q3 202235
SAWGRASS ASSET MANAGEMENT LLC 2410.01%0.08%0.18%Q2 2015Q2 202435
Atria Investments, Inc 13100.02%0.16%0.48%Q3 2013Q1 202335
Summit Financial Wealth Advisors, LLC 35350.17%0.36%0.95%Q4 2015Q2 202435
PNC FINANCIAL SERVICES GROUP, INC. 35350.00%0.00%0.00%Q4 2015Q2 202435
Krilogy Financial LLC 3410.16%0.81%1.83%Q3 2015Q2 202435
FULTON BREAKEFIELD BROENNIMAN LLC 35350.10%0.18%0.33%Q4 2015Q2 202435
ALBION FINANCIAL GROUP /UT 22130.02%0.27%0.48%Q3 2015Q2 202435
WESCAP Management Group, Inc. 35351.10%2.24%3.90%Q4 2015Q2 202435
SHEETS SMITH WEALTH MANAGEMENT 34340.08%0.17%0.31%Q1 2016Q2 202434
Sandy Spring Bank 34340.00%0.01%0.01%Q1 2016Q2 202434
FORTE CAPITAL LLC /ADV 34340.13%0.55%0.90%Q1 2016Q2 202434
River Wealth Advisors LLC 34340.26%0.69%1.14%Q1 2016Q2 202434
HighTower Advisors, LLC 3310.00%0.30%0.63%Q4 2015Q2 202434
RAYMOND JAMES & ASSOCIATES 34340.00%0.01%0.03%Q1 2016Q2 202434
JUNCTURE WEALTH STRATEGIES, LLC 34340.54%1.57%3.35%Q1 2016Q2 202434
ASPIRIANT, LLC 34340.05%0.29%1.04%Q1 2016Q2 202434
Roundview Capital LLC 34340.08%0.34%0.57%Q1 2016Q2 202434
JOHNSON INVESTMENT COUNSEL INC 34340.01%0.09%0.15%Q1 2016Q2 202434
IFP Advisors, Inc 20140.02%0.37%0.91%Q4 2015Q2 202434
StrategIQ Financial Group, LLC 33330.12%0.29%0.73%Q4 2015Q4 202333
Tower Research Capital LLC (TRC) 920.00%0.07%0.25%Q2 2014Q1 202433
Destination Wealth Management 33330.01%0.04%0.11%Q2 2016Q2 202433
Citadel Advisors 1210.00%0.00%0.00%Q3 2015Q2 202433
OLD DOMINION CAPITAL MANAGEMENT INC 33332.75%5.84%9.16%Q3 2013Q3 202133
Pineno Levin & Ford Asset Management, Inc. 33330.32%0.37%0.45%Q4 2013Q4 202133
Colorado Capital Management, Inc. 33331.93%3.68%4.77%Q2 2016Q2 202433
US BANCORP \DE\ 33330.00%0.00%0.01%Q2 2016Q2 202433
VICUS CAPITAL 2670.03%0.15%0.56%Q2 2014Q2 202433
Bristlecone Advisors, LLC 33330.24%0.87%2.24%Q2 2016Q2 202433
FAS Wealth Partners, Inc. 33330.29%0.94%1.59%Q2 2016Q2 202433
Clearwater Capital Advisors, LLC 33330.24%0.81%1.26%Q2 2016Q2 202433
Private Ocean, LLC 2150.00%0.04%0.19%Q3 2015Q2 202432
MITCHELL CAPITAL MANAGEMENT CO 32320.08%0.35%1.58%Q3 2016Q2 202432
MONEYWISE, INC. 32325.54%11.24%14.77%Q3 2016Q2 202432
Brouwer & Janachowski, LLC 32320.34%6.31%10.86%Q4 2013Q3 202132
Johnson Financial Group, Inc. 3110.00%0.03%0.05%Q1 2015Q2 202432
BlackRock Finance, Inc. 3020.00%0.00%0.00%Q4 2015Q2 202432
Sequoia Financial Advisors, LLC 32320.03%0.13%0.23%Q3 2016Q2 202432
Lee Financial Co 31310.25%1.91%3.24%Q4 2016Q2 202431
Financial Advisory Group 31310.09%0.30%0.54%Q3 2016Q1 202431
Penobscot Investment Management Company, Inc. 31310.03%0.05%0.09%Q4 2016Q2 202431
Advisory Services Network, LLC 2510.00%0.07%0.23%Q3 2015Q4 202331
Alpha Omega Wealth Management LLC 31310.36%0.71%1.09%Q4 2016Q2 202431
Armor Investment Advisors, LLC 31310.43%0.88%1.49%Q4 2016Q2 202431
Ausdal Financial Partners, Inc. 3010.01%0.65%1.10%Q4 2015Q2 202431
LINCOLN CAPITAL CORP 31311.20%3.28%4.88%Q4 2016Q2 202431
Steward Partners Investment Advisory, LLC 31310.01%0.12%1.19%Q4 2016Q2 202431
Blume Capital Management, Inc. 31310.01%0.01%0.02%Q4 2016Q2 202431
Advisory Alpha, LLC 2920.00%3.49%6.96%Q2 2016Q1 202431
Texas Yale Capital Corp. 31310.07%0.31%0.44%Q4 2016Q2 202431
Sutton Wealth Advisors Inc. 31310.30%0.59%0.93%Q1 2016Q3 202331
BerganKDV Wealth Management, LLC 30300.66%2.22%3.98%Q1 2016Q2 202330
Kohmann Bosshard Financial Services, LLC 2821.13%2.17%2.99%Q4 2016Q2 202430
Exchange Capital Management, Inc. 30300.01%1.48%2.25%Q1 2017Q2 202430
American Money Management, LLC 30300.45%0.94%1.77%Q1 2017Q2 202430
Garrison Asset Management, LLC 30300.12%0.23%0.35%Q1 2017Q2 202430
Alliance Wealth Management Group 2610.42%3.27%4.05%Q4 2015Q2 202430
Capital Investment Advisory Services, LLC 2370.02%0.27%2.75%Q4 2016Q2 202430
Kingsview Wealth Management, LLC 30300.03%0.19%0.73%Q1 2017Q2 202430
Barrett Asset Management, LLC 30300.00%0.00%0.01%Q4 2014Q1 202230
GW HENSSLER & ASSOCIATES LTD 2610.01%0.08%0.12%Q3 2013Q4 202130
BERKSHIRE ASSET MANAGEMENT LLC/PA 30300.23%0.49%0.82%Q1 2017Q2 202430
Patriot Financial Group Insurance Agency, LLC 2460.01%0.13%0.33%Q4 2016Q2 202430
WISCONSIN CAPITAL MANAGEMENT LLC 2370.13%0.48%0.80%Q2 2013Q2 202430
SIMON QUICK ADVISORS, LLC 2540.02%0.10%0.32%Q1 2017Q2 202429
Financial Engines Advisors L.L.C. 29290.06%2.00%5.71%Q2 2017Q2 202429
OneDigital Investment Advisors LLC 29290.38%3.07%6.92%Q2 2017Q2 202429
Parallel Advisors, LLC 29290.00%0.02%0.06%Q2 2017Q2 202429
Calamos Advisors LLC 29290.00%0.00%0.00%Q2 2017Q2 202429
EVERMAY WEALTH MANAGEMENT LLC 1570.03%0.19%0.61%Q2 2014Q2 202429
MARINER INDEPENDENT ADVISOR NETWORK, LLC 19100.04%0.32%1.26%Q2 2014Q3 202229
Cetera Investment Advisers 2610.02%0.08%0.47%Q1 2016Q1 202429
SVA Wealth Management, LLC 29291.04%7.61%10.12%Q4 2013Q4 202029
CLEAR INVESTMENT RESEARCH, LLC 29290.03%1.21%1.88%Q2 2017Q2 202429
MML INVESTORS SERVICES, LLC 29290.01%0.15%0.34%Q2 2017Q2 202429
CAPTRUST FINANCIAL ADVISORS 29290.00%0.07%0.54%Q2 2017Q2 202429
HOWE & RUSLING INC 1090.00%0.01%0.03%Q1 2014Q2 202429
Bogart Wealth, LLC 29290.06%1.24%7.96%Q2 2017Q2 202429
Providence First Trust Co 29290.71%1.48%2.17%Q2 2017Q2 202429
Meridian Wealth Management, LLC 29290.16%0.48%0.84%Q4 2016Q4 202329
BCWM, LLC 1210.10%0.16%0.22%Q3 2016Q2 202429
Anchor Investment Management, LLC 29290.01%0.84%1.20%Q1 2017Q1 202429
Geneos Wealth Management Inc. 28280.00%0.00%0.01%Q3 2017Q2 202428
McAdam, LLC 2620.04%0.16%0.27%Q4 2016Q2 202428
FLPUTNAM INVESTMENT MANAGEMENT CO 28280.02%0.16%0.66%Q3 2017Q2 202428
DAVENPORT & Co LLC 28280.01%0.11%0.21%Q3 2017Q2 202428
Sargent Bickham Lagudis LLC 28280.01%0.18%0.40%Q1 2016Q4 202228
Boltwood Capital Management 28280.13%0.31%0.59%Q3 2017Q2 202428
BENJAMIN F. EDWARDS & COMPANY, INC. 28280.02%0.18%0.30%Q3 2017Q2 202428
REILLY FINANCIAL ADVISORS, LLC 28280.01%0.04%0.10%Q1 2015Q4 202128
COLONY GROUP LLC 1920.00%0.01%0.04%Q2 2014Q3 202328
Global Retirement Partners, LLC 18100.01%0.06%0.14%Q2 2017Q2 202428
DUNCKER STREETT & CO INC 1990.02%0.04%0.08%Q2 2017Q2 202428
CWH Capital Management, Inc. 2620.09%5.24%12.83%Q4 2013Q4 202028
Twele Capital Management, Inc. 2170.05%0.08%0.12%Q2 2017Q2 202428
JANE STREET GROUP, LLC 810.00%0.01%0.05%Q1 2014Q1 202428
Barnett & Company, Inc. 28280.12%0.78%1.42%Q3 2015Q2 202228
IMA Advisory Services, Inc. 28280.16%1.69%2.75%Q4 2016Q3 202328
Peak Asset Management, LLC 28280.05%0.17%0.44%Q3 2017Q2 202428
Cornerstone Wealth Management, LLC 2260.05%0.09%0.29%Q2 2017Q2 202428
North Star Investment Management Corp. 2130.00%0.00%0.00%Q1 2014Q2 202427
Vivaldi Capital Management LP 27270.13%0.40%0.80%Q4 2017Q2 202427
Acorn Wealth Advisors, LLC 27271.96%3.57%6.80%Q4 2017Q2 202427
Pegasus Asset Management, Inc. 27270.29%0.39%0.45%Q4 2017Q2 202427
Carmichael Hill & Associates, Inc. 27271.09%1.50%2.10%Q4 2017Q2 202427
Front Row Advisors LLC 27270.19%0.27%0.38%Q4 2017Q2 202427
Northwest Capital Management Inc 27271.88%6.71%16.08%Q4 2017Q2 202427
AdvisorNet Financial, Inc 27270.02%0.15%0.32%Q4 2017Q2 202427
Arlington Financial Advisors, LLC 27270.05%0.29%0.44%Q4 2017Q2 202427
Mokosak Advisory Group, LLC 27277.49%8.46%10.02%Q4 2017Q2 202427
McIlrath & Eck, LLC 27270.00%0.01%0.01%Q4 2017Q2 202427
SeaCrest Wealth Management, LLC 27270.23%0.31%0.45%Q4 2017Q2 202427
AJ WEALTH STRATEGIES, LLC 27270.16%2.70%4.36%Q4 2016Q2 202327
Parkside Financial Bank & Trust 2410.01%0.17%0.25%Q3 2015Q2 202427
Cetera Advisors LLC 27270.01%0.05%0.10%Q2 2017Q4 202327
Bigelow Investment Advisors, LLC 27270.46%0.82%1.67%Q4 2017Q2 202427
Asset Planning Services, Ltd. 27270.01%1.17%2.40%Q2 2015Q4 202127
Broadleaf Partners, LLC 27271.33%1.84%2.36%Q4 2017Q2 202427
Plancorp, LLC 2250.02%0.05%0.12%Q3 2017Q2 202427
COOPER/HAIMS ADVISORS, LLC 27270.35%0.56%1.95%Q4 2017Q2 202427
COMMONWEALTH EQUITY SERVICES, LLC 27270.03%0.06%0.11%Q4 2017Q2 202427
Gradient Capital Advisors, LLC 27272.36%2.70%2.95%Q4 2017Q2 202427
Murphy, Middleton, Hinkle & Parker, Inc. 27270.26%0.64%1.07%Q4 2017Q2 202427
Pinkerton Retirement Specialists, LLC 27270.07%4.13%10.64%Q4 2017Q2 202427
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.04%0.15%Q2 2013Q4 201927
MONETA GROUP INVESTMENT ADVISORS LLC 27270.02%1.69%2.97%Q4 2017Q2 202427
NORTHERN TRUST CORP 27270.00%0.00%0.00%Q4 2017Q2 202427
HoyleCohen, LLC 27270.09%0.25%0.48%Q4 2017Q2 202427
Denver PWM, LLC 2434.81%7.45%10.78%Q3 2017Q2 202427
ALTFEST L J & CO INC 26260.09%0.21%0.30%Q1 2018Q2 202426
Baird Financial Group, Inc. 2150.00%0.02%0.03%Q3 2016Q2 202426
First Horizon Advisors, Inc. 2510.00%0.00%0.01%Q4 2014Q2 202426
SMITH, MOORE & CO. 2510.08%0.18%0.30%Q3 2017Q2 202426
MUFG Americas Holdings Corp 26260.00%0.02%0.04%Q2 2016Q3 202226
WHITTIER TRUST CO OF NEVADA INC 26260.00%0.31%0.76%Q1 2018Q2 202426
LeJeune Puetz Investment Counsel LLC 26260.28%0.38%0.53%Q4 2016Q1 202326
Bison Wealth, LLC 2150.02%0.64%1.36%Q1 2015Q2 202226
BARTLETT & CO. WEALTH MANAGEMENT LLC 26260.03%0.04%0.10%Q1 2018Q2 202426
BLAIR WILLIAM & CO/IL 26260.00%0.00%0.00%Q1 2018Q2 202426
Wealthcare Advisory Partners LLC 26260.01%0.08%0.21%Q1 2018Q2 202426
Chesapeake Wealth Management 26260.62%0.83%1.18%Q1 2018Q2 202426
Ironwood Wealth Management, LLC. 2510.43%2.64%8.00%Q3 2017Q2 202426
SMITHBRIDGE ASSET MANAGEMENT INC/DE 26261.20%1.71%2.07%Q1 2018Q2 202426
Schneider Downs Wealth Management Advisors, LP 26260.28%0.97%1.59%Q1 2018Q2 202426
Valmark Advisers, Inc. 26260.01%0.05%0.09%Q1 2018Q2 202426
Brand Asset Management Group, Inc. 25250.67%2.32%3.50%Q2 2018Q2 202425
Financial Management Professionals, Inc. 1920.00%5.88%23.20%Q1 2014Q4 202125
IHT Wealth Management, LLC 2320.00%0.08%0.15%Q4 2017Q2 202425
Tiller Private Wealth, Inc. 1740.16%2.26%4.58%Q4 2017Q2 202425
Gateway Advisory, LLC 14110.06%0.75%2.12%Q2 2013Q4 201925
HARBOUR INVESTMENT MANAGEMENT LLC 1730.14%0.23%1.72%Q3 2017Q2 202425
MACROVIEW INVESTMENT MANAGEMENT LLC 25250.01%0.06%0.09%Q2 2018Q2 202425
Burt Wealth Advisors 25250.00%0.00%0.00%Q4 2014Q4 202025
SOL Capital Management CO 25250.07%0.14%0.19%Q2 2018Q2 202425
PHILLIPS FINANCIAL MANAGEMENT, LLC 13120.08%0.13%0.18%Q1 2016Q2 202425
TELEMUS CAPITAL, LLC 25250.03%0.04%0.05%Q4 2017Q4 202325
J.P. Morgan Private Wealth Advisors LLC 25250.00%0.02%0.07%Q3 2017Q3 202325
PFG Advisors 1780.06%0.14%0.28%Q4 2017Q2 202425
GLENMEDE TRUST CO NA 1710.00%0.00%0.00%Q1 2015Q2 202425
Cranbrook Wealth Management, LLC 25250.00%0.02%0.03%Q4 2016Q4 202225
JNBA Financial Advisors 2210.00%0.04%1.02%Q3 2016Q2 202425
Parsec Financial Management, Inc. 25250.10%1.10%2.40%Q1 2017Q1 202325
Orca Investment Management, LLC 1520.20%1.08%1.41%Q4 2013Q2 202425
CENTAURUS FINANCIAL, INC. 25250.02%0.11%0.28%Q1 2018Q1 202425
COLDSTREAM CAPITAL MANAGEMENT INC 1870.02%0.10%0.21%Q1 2018Q2 202425
APPLETON GROUP, LLC 1720.22%2.80%25.63%Q1 2015Q1 202325
Towercrest Capital Management 25251.61%1.99%2.31%Q2 2018Q2 202425
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2310.02%0.20%0.29%Q2 2018Q2 202424
Asset Dedication, LLC 1680.00%0.01%0.07%Q2 2018Q2 202424
HOLDERNESS INVESTMENTS CO 24240.15%0.23%0.36%Q3 2018Q2 202424
Dynamic Advisor Solutions LLC 1510.02%0.23%0.80%Q2 2015Q2 202424
FIRST HAWAIIAN BANK 24240.02%0.08%0.16%Q3 2018Q2 202424
FMR LLC 24240.00%0.00%0.00%Q3 2018Q2 202424
D.B. Root & Company, LLC 24240.09%0.20%0.35%Q3 2018Q2 202424
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.01%0.17%Q3 2018Q2 202424
Columbus Macro, LLC 2220.16%0.25%0.36%Q2 2018Q2 202424
NORTH STAR ASSET MANAGEMENT INC 24240.03%0.56%1.13%Q3 2018Q2 202424
Plante Moran Financial Advisors, LLC 24240.00%0.19%0.66%Q3 2018Q2 202424
OPTIMUM INVESTMENT ADVISORS 24240.01%0.07%0.13%Q3 2018Q2 202424
STIFEL FINANCIAL CORP 2210.00%0.01%0.01%Q4 2016Q2 202424
NEXT Financial Group, Inc 1210.01%0.02%0.04%Q4 2014Q4 202124
Asset Advisors Investment Management, LLC 24240.47%1.50%1.74%Q3 2018Q2 202424
Live Your Vision, LLC 24240.35%0.57%0.81%Q2 2013Q1 201924
Gs Investments, Inc. 1210.00%0.00%0.01%Q4 2017Q2 202424
Pinnacle Family Advisors, LLC 2220.17%0.82%1.46%Q4 2016Q2 202324
EP Wealth Advisors, LLC 1510.00%0.04%0.47%Q4 2015Q2 202424
NOVARE CAPITAL MANAGEMENT LLC 2220.04%0.13%0.23%Q2 2018Q2 202424
FinTrust Capital Advisors, LLC 23230.02%0.04%0.08%Q4 2018Q2 202423
Trinity Legacy Partners, LLC 23232.16%3.71%8.20%Q4 2018Q2 202423
CREATIVE FINANCIAL DESIGNS INC /ADV 1670.00%0.01%0.03%Q4 2016Q3 202223
CRA Financial Services, LLC 23230.42%0.64%0.77%Q4 2018Q2 202423
Larson Financial Group LLC 23230.00%0.34%1.27%Q4 2018Q2 202423
HHM Wealth Advisors, LLC 23232.09%7.20%9.12%Q4 2018Q2 202423
Lutz Financial Services LLC 23230.04%1.28%2.45%Q4 2018Q2 202423
Peak Financial Management, Inc. 23230.17%3.05%3.55%Q4 2018Q2 202423
BFSG, LLC 23230.08%0.22%0.29%Q4 2018Q2 202423
Princeton Global Asset Management LLC 23230.18%0.25%0.37%Q4 2018Q2 202423
RESTON WEALTH MANAGEMENT LLC 23230.15%0.69%1.89%Q4 2018Q2 202423
Strategic Family Wealth Counselors, L.L.C. 23232.15%2.78%3.41%Q4 2018Q2 202423
Sterling Investment Advisors, Ltd. 23230.00%0.01%0.01%Q4 2016Q2 202223
Carnegie Investment Counsel 2210.01%0.02%0.03%Q4 2016Q2 202423
WEST PACES ADVISORS INC. 23230.02%0.23%2.45%Q4 2018Q2 202423
Edge Capital Group, LLC 23230.07%0.10%0.13%Q4 2018Q2 202423
Relaxing Retirement Coach 23232.15%3.90%9.50%Q4 2017Q2 202323
Raub Brock Capital Management LP 1540.04%0.05%0.07%Q4 2017Q2 202423
Pachira Investments Inc. 23230.24%0.58%1.93%Q4 2018Q2 202423
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 2030.13%0.47%1.01%Q2 2017Q2 202423
Black Diamond Financial, LLC 23231.33%2.77%4.86%Q4 2018Q2 202423
Prestige Wealth Management Group LLC 23230.07%0.29%1.15%Q4 2018Q2 202423
Abbrea Capital, LLC 23230.14%0.24%0.36%Q4 2018Q2 202423
Stordahl Capital Management, Inc. 23230.13%0.21%0.32%Q4 2018Q2 202423
Belpointe Asset Management LLC 1760.02%0.17%0.30%Q3 2017Q2 202323
Phocas Financial Corp. 23230.01%0.10%0.18%Q1 2018Q3 202323
MANCHESTER FINANCIAL INC 23230.49%6.67%12.03%Q4 2018Q2 202423
CWM, LLC 12110.00%0.01%0.04%Q3 2018Q2 202423
Capital Advisors, Ltd. LLC 23230.01%0.02%0.04%Q4 2018Q2 202423
NewSquare Capital LLC 23230.00%0.00%0.00%Q4 2018Q2 202423
QUADRANT CAPITAL GROUP LLC 23230.00%0.12%0.21%Q4 2018Q2 202423
MARSHALL FINANCIAL GROUP INC /ADV 23234.55%5.99%7.72%Q4 2018Q2 202423
Legacy Bridge, LLC 23230.65%0.78%0.98%Q4 2018Q2 202423
FIRST NATIONAL CORP /MA/ /ADV 23230.10%2.87%4.50%Q4 2018Q2 202423
Beacon Pointe Advisors, LLC 23230.37%0.73%1.40%Q4 2018Q2 202423
Old Port Advisors 1810.12%0.28%0.39%Q2 2018Q2 202423
Continuum Advisory, LLC 12110.01%0.22%0.42%Q2 2017Q2 202423
Elwood & Goetz Wealth Advisory Group, LLC 23234.80%6.24%7.37%Q4 2018Q2 202423
Omega Financial Group, LLC 23234.93%6.75%9.06%Q4 2018Q2 202423
PRIVATE CAPITAL MANAGEMENT LLC 23230.18%1.00%2.06%Q4 2018Q2 202423
ATLAS CAPITAL ADVISORS LLC 23230.31%0.48%0.65%Q4 2018Q2 202423
PINNACLE ASSOCIATES LTD 23230.01%0.03%0.07%Q4 2018Q2 202423
Pflug Koory, LLC 22220.03%0.05%0.08%Q4 2018Q1 202422
BSW Wealth Partners 1610.04%0.09%0.14%Q4 2016Q1 202322
Clearstead Advisors, LLC 22220.07%0.22%0.35%Q1 2019Q2 202422
Gradient Investments LLC 1480.00%0.35%2.13%Q4 2018Q2 202422
Whitegate Investment Counselors, Inc. 22220.06%0.35%0.46%Q2 2016Q3 202122
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 22220.01%0.05%0.18%Q1 2019Q2 202422
NAPLES GLOBAL ADVISORS, LLC 22220.07%0.11%0.13%Q1 2019Q2 202422
Janney Montgomery Scott LLC 2020.00%0.00%0.01%Q3 2017Q2 202422
THRIVENT FINANCIAL FOR LUTHERANS 22220.06%0.12%0.19%Q1 2019Q2 202422
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 22220.61%1.07%1.35%Q1 2019Q2 202422
MERCER GLOBAL ADVISORS INC /ADV 22220.11%0.44%0.89%Q1 2019Q2 202422
Gainplan LLC 22220.12%0.32%0.96%Q1 2019Q2 202422
Pinnacle Wealth Management Advisory Group, LLC 22220.10%0.28%0.41%Q1 2019Q2 202422
Stratos Wealth Advisors, LLC 22220.04%0.16%0.63%Q1 2019Q2 202422
Campbell Wealth Management 22221.68%2.36%3.29%Q4 2018Q1 202422
PINNACLE FINANCIAL PARTNERS INC 22220.01%0.01%0.02%Q1 2019Q2 202422
Investors Research Corp 22220.00%0.03%0.04%Q1 2019Q2 202422
Joseph P. Lucia & Associates, LLC 22221.08%1.64%2.63%Q1 2019Q2 202422
Reitz Capital Advisors LLC 22220.56%4.28%7.59%Q4 2018Q1 202422
Prime Capital Investment Advisors, LLC 22220.45%4.69%8.15%Q1 2019Q2 202422
GREAT VALLEY ADVISOR GROUP, INC. 1380.06%0.23%0.77%Q1 2019Q2 202421
MARK SHEPTOFF FINANCIAL PLANNING, LLC 21210.01%0.02%0.03%Q3 2017Q3 202221
Lido Advisors, LLC 1920.01%0.03%0.17%Q1 2019Q2 202421
PATTON ALBERTSON MILLER GROUP, LLC 21210.05%0.28%0.52%Q2 2019Q2 202421
BDO Wealth Advisors, LLC 21210.00%0.01%0.03%Q2 2018Q2 202321
BENJAMIN EDWARDS INC 21210.01%0.02%0.04%Q2 2019Q2 202421
Brightworth 21210.27%0.39%0.46%Q3 2017Q3 202221
Transform Wealth, LLC 1040.13%0.36%0.80%Q2 2016Q2 202421
Starfire Investment Advisers, Inc. 11100.23%0.73%1.24%Q1 2015Q2 202021
Sigma Planning Corp 21210.01%0.04%0.22%Q2 2019Q2 202421
Frontier Wealth Management LLC 1220.02%0.12%0.27%Q4 2014Q2 202121
MAI Capital Management 21210.03%0.09%0.15%Q2 2019Q2 202421
LexAurum Advisors, LLC 1740.10%0.79%1.66%Q1 2019Q2 202421
Confluence Wealth Management LLC 21210.14%0.37%1.59%Q3 2015Q3 202021
Red Cedar Capital, LLC 21210.16%0.18%0.20%Q4 2017Q4 202221
Glassman Wealth Services 21210.00%0.01%0.04%Q2 2019Q2 202421
Acropolis Investment Management, LLC 1830.02%0.03%0.04%Q3 2014Q2 202421
THOROUGHBRED FINANCIAL SERVICES, LLC 2010.06%0.27%0.79%Q1 2019Q2 202421
Apollon Wealth Management, LLC 1510.04%0.47%6.14%Q4 2018Q2 202421
REGIONS FINANCIAL CORP 1560.00%0.00%0.00%Q4 2017Q2 202421
ASSET PLANNING SERVICES INC /LA/ /ADV 1710.10%0.22%0.29%Q3 2018Q2 202420
Vantage Investment Advisors, LLC 20200.00%0.00%0.01%Q4 2013Q3 201820
CIBC Private Wealth Group LLC 610.00%0.00%0.01%Q1 2016Q2 202420
Hendershot Investments Inc. 20200.06%0.07%0.09%Q3 2019Q2 202420
Hudock, Inc. 20200.01%0.34%0.78%Q4 2017Q3 202220
FIDUCIARY TRUST CO 20200.01%0.01%0.02%Q3 2019Q2 202420
WealthTrust Fairport, LLC 20200.02%0.06%0.16%Q2 2014Q1 201920
WBH ADVISORY INC 1310.07%0.21%0.30%Q1 2017Q2 202420
Cetera Advisor Networks LLC 20200.01%0.23%0.36%Q1 2019Q4 202320
FORT PITT CAPITAL GROUP, LLC 1320.01%0.10%0.58%Q4 2017Q4 202320
Providence Wealth Advisors, LLC 20202.41%2.66%2.98%Q2 2018Q1 202320
Laurel Wealth Advisors, Inc. 20200.05%0.26%0.92%Q1 2018Q4 202220
GREENWOOD GEARHART INC 1510.03%0.05%0.08%Q4 2017Q2 202420
Prospera Financial Services Inc 20200.01%0.03%0.06%Q3 2019Q2 202420
TRUSTCORE FINANCIAL SERVICES, LLC 1640.05%0.50%0.91%Q4 2017Q4 202220
Well Done, LLC 20200.07%0.09%0.10%Q3 2019Q2 202420
American Portfolios Advisors 20200.01%0.10%0.29%Q4 2017Q3 202220
Allworth Financial LP 1610.00%0.03%0.07%Q1 2017Q2 202420
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.02%0.06%0.14%Q1 2016Q4 202020
Cubic Asset Management, LLC 20200.06%0.07%0.08%Q4 2013Q3 201820
John W. Brooker & Co., CPAs 19191.82%3.27%4.05%Q4 2019Q2 202419
TCI Wealth Advisors, Inc. 1810.00%0.02%0.04%Q2 2017Q1 202319
MBE Wealth Management, LLC 19190.20%0.26%0.30%Q4 2019Q2 202419
EXENCIAL WEALTH ADVISORS, LLC 1180.39%0.74%1.01%Q3 2019Q2 202419
Sculati Wealth Management, LLC 19191.21%2.90%4.34%Q4 2019Q2 202419
STRATEGIC CAPITAL ADVISERS, INC. 19190.47%1.04%1.72%Q4 2017Q2 202219
EWG Elevate Inc. 19191.80%2.73%3.68%Q4 2019Q2 202419
SYNOVUS FINANCIAL CORP 1310.00%0.01%0.01%Q2 2017Q2 202419
COMERICA SECURITIES,INC. 19190.03%0.07%0.09%Q1 2019Q3 202319
SENTINEL PENSION ADVISORS INC. 19190.73%1.41%2.71%Q4 2019Q2 202419
Sunbelt Securities, Inc. 1610.01%1.03%6.95%Q4 2016Q2 202419
ATTICUS WEALTH MANAGEMENT, LLC 19190.00%0.01%0.04%Q4 2019Q2 202419
WealthTrust-Arizona, LLC 19190.16%6.33%7.62%Q2 2014Q4 201819
Equitable Holdings, Inc. 19190.02%0.04%0.08%Q4 2019Q2 202419
ARBOR TRUST WEALTH ADVISORS, LLC 19193.92%5.04%5.50%Q4 2019Q2 202419
Ascension Capital Advisors, Inc. 19190.13%0.33%1.45%Q4 2019Q2 202419
Red Door Wealth Management, LLC 19190.35%1.44%2.71%Q4 2019Q2 202419
Creegan & Nassoura Financial Group, LLC 19190.35%0.42%0.51%Q4 2019Q2 202419
GILL CAPITAL PARTNERS, LLC 1811.62%1.95%2.57%Q4 2018Q2 202419
S.A. Mason LLC 19190.69%0.84%1.24%Q4 2019Q2 202419
AlphaCore Capital LLC 19190.01%0.02%0.08%Q4 2019Q2 202419
Affinity Capital Advisors, LLC 19190.60%2.61%3.84%Q4 2019Q2 202419
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 19190.26%0.42%0.88%Q4 2019Q2 202419
First Personal Financial Services 19190.00%0.01%0.02%Q4 2014Q2 201919
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1630.01%0.03%0.06%Q2 2019Q2 202419
Benchmark Wealth Management, LLC 19190.64%0.74%0.84%Q4 2019Q2 202419
Venture Visionary Partners LLC 19190.05%0.09%0.23%Q4 2019Q2 202419
Oldfather Financial Services, LLC 19190.36%0.53%0.65%Q4 2019Q2 202419
ALLIANCEBERNSTEIN L.P. 1810.00%0.00%0.01%Q1 2015Q2 202419
Integrated Advisors Network LLC 19190.07%0.11%0.19%Q4 2019Q2 202419
LifeSteps Financial, Inc. 19190.48%1.48%2.23%Q4 2019Q2 202419
Element Wealth, LLC 19191.71%2.65%3.64%Q4 2019Q2 202419
IAG Wealth Partners, LLC 19190.27%0.84%4.52%Q4 2019Q2 202419
CVA Family Office, LLC 19190.06%0.14%0.50%Q4 2019Q2 202419
Modus Advisors, LLC 19190.21%0.81%4.85%Q4 2019Q2 202419
PACIFIC SUN FINANCIAL CORP 620.27%0.51%0.59%Q1 2018Q2 202419
Pinnacle Advisory Group, Inc. 1810.03%0.22%0.37%Q2 2016Q1 202119
Aptus Capital Advisors, LLC 19190.00%0.00%0.01%Q4 2019Q2 202419
Meridian Wealth Partners, LLC 19191.32%2.28%5.14%Q4 2019Q2 202419
Aurora Private Wealth, Inc. 19190.42%2.06%4.11%Q4 2019Q2 202419
HARBOR INVESTMENT ADVISORY, LLC 19190.00%0.01%0.02%Q4 2019Q2 202419
Sunburst Financial Group, LLC 19190.26%0.52%0.81%Q4 2019Q2 202419
Visionary Wealth Advisors 19190.02%0.15%0.93%Q4 2019Q2 202419
Curtis Advisory Group, LLC 19190.14%0.46%0.93%Q4 2019Q2 202419
Peachtree Investment Partners, LLC 19190.00%0.01%0.02%Q4 2019Q2 202419
Strategic Financial Planning, Inc. 19191.39%1.58%1.85%Q4 2019Q2 202419
Pinion Investment Advisors, LLC 19190.16%0.50%1.14%Q1 2019Q3 202319
NWK Group, Inc. 19190.06%0.09%0.14%Q4 2019Q2 202419
BALLAST ADVISORS LLC 19190.07%0.36%1.77%Q4 2019Q2 202419
Fortis Capital Management LLC 19191.04%2.05%3.72%Q4 2019Q2 202419
LEVEL FOUR ADVISORY SERVICES, LLC 1360.01%0.18%0.95%Q3 2017Q2 202419
Carolina Wealth Advisors, LLC 19191.93%2.63%3.56%Q4 2019Q2 202419
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Balentine LLC 1010.00%0.05%0.16%Q1 2017Q2 202418
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 1620.25%0.47%1.24%Q4 2019Q2 202418
APPLETON PARTNERS INC/MA 1530.02%0.03%0.03%Q2 2019Q2 202418
FLAGSHIP HARBOR ADVISORS, LLC 1080.00%0.05%0.09%Q2 2018Q1 202418
Steinberg Global Asset Management 18180.06%0.11%0.15%Q4 2014Q1 201918
HC Advisors, LLC 1711.16%1.43%2.44%Q4 2019Q2 202418
RBA Wealth Management, LLC 1130.14%0.16%0.18%Q1 2019Q2 202418
MADDEN SECURITIES Corp 1710.22%0.36%0.98%Q4 2019Q2 202418
Clear Creek Financial Management, LLC 1530.52%1.70%4.78%Q4 2019Q2 202418
Peterson Wealth Advisors, LLC 18180.36%0.88%1.21%Q1 2020Q2 202418
Triton Wealth Management, PLLC 18180.25%0.32%0.64%Q1 2020Q2 202418
Stillwater Capital Advisors, LLC 1260.05%0.06%0.06%Q3 2018Q1 202318
Seven Springs Wealth Group, LLC 18180.30%0.34%0.38%Q1 2020Q2 202418
Human Investing LLC 1210.04%0.19%0.42%Q4 2018Q2 202418
Financial Advocates Investment Management 18180.04%0.05%0.06%Q4 2017Q1 202218
1834 INVESTMENT ADVISORS CO 18180.00%0.00%0.00%Q1 2018Q2 202218
Arkos Global Advisors 18180.10%0.26%0.56%Q1 2020Q2 202418
Heritage Way Advisors, LLC 18180.18%0.25%0.36%Q3 2017Q4 202118
JONES FINANCIAL COMPANIES LLLP 18180.01%0.02%0.03%Q1 2020Q2 202418
Ellevest, Inc. 18180.00%0.01%0.03%Q4 2018Q1 202318
Wealthspire Advisors, L.P. 18180.02%0.02%0.04%Q4 2015Q1 202018
CITIZENS FINANCIAL GROUP INC/RI 18180.01%0.09%0.13%Q1 2020Q2 202418
BLUE SQUARE ASSET MANAGEMENT, LLC 1170.00%6.32%10.93%Q3 2019Q2 202418
Commonwealth Equity Services, Inc 18180.01%0.03%0.11%Q2 2013Q3 201718
Fragasso Financial Advisors Inc 18180.05%6.37%8.61%Q1 2020Q2 202418
BELLEVUE ASSET MANAGEMENT, LLC 18180.00%0.00%0.01%Q1 2020Q2 202418
Renaissance Technologies 410.00%0.00%0.00%Q1 2018Q3 202318
BOK Financial Private Wealth, Inc. 920.00%0.03%0.09%Q2 2016Q2 202418
Pure Financial Advisors, LLC 18180.15%0.33%0.64%Q1 2020Q2 202418
Roble, Belko & Company, Inc 1710.00%0.01%0.08%Q1 2015Q1 202018
Burleson & Company, LLC 1080.01%0.58%1.40%Q4 2017Q4 202218
Domani Wealth, LLC 18180.23%0.37%0.71%Q4 2018Q1 202318
Orion Portfolio Solutions, LLC 1530.00%0.02%0.03%Q4 2019Q2 202418
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 920.05%0.14%0.24%Q3 2019Q2 202418
TRUIST FINANCIAL CORP 18180.00%0.02%0.02%Q4 2019Q1 202418
OSAIC HOLDINGS, INC. 18180.02%0.04%0.09%Q1 2020Q2 202418
Vision Capital Management, Inc. 17170.26%0.33%0.42%Q2 2020Q2 202417
Focus Financial Network, Inc. 820.60%1.58%3.25%Q1 2019Q2 202417
HILLTOP WEALTH ADVISORS, LLC 17172.26%3.79%5.44%Q2 2020Q2 202417
First Allied Advisory Services, Inc. 710.01%0.03%0.13%Q2 2013Q3 202017
Retirement Group, LLC 1610.03%0.09%0.14%Q4 2019Q1 202417
GABLES CAPITAL MANAGEMENT INC. 17170.01%0.02%0.02%Q1 2020Q1 202417
Patten Group, Inc. 1340.02%0.03%0.07%Q4 2015Q1 202217
Souders Financial Advisors 17170.55%0.65%0.94%Q1 2020Q1 202417
BCS Wealth Management 1430.78%0.96%1.18%Q4 2019Q1 202417
Gray Wealth Management Inc. 17170.10%0.14%0.18%Q2 2020Q2 202417
Oakworth Capital, Inc. 17170.01%0.01%0.01%Q2 2020Q2 202417
FormulaFolio Investments, LLC 17170.06%1.52%6.48%Q2 2017Q2 202117
Apriem Advisors 1410.00%0.33%4.45%Q2 2013Q3 201817
MATHER GROUP, LLC. 1610.02%0.06%0.09%Q3 2019Q2 202417
Eudaimonia Partners, LLC 980.14%0.18%0.25%Q4 2019Q1 202417
QCI ASSET MANAGEMENT INC/NY 17170.20%0.31%0.46%Q3 2017Q3 202117
SUN LIFE FINANCIAL INC 1210.01%0.08%0.85%Q4 2015Q2 202017
LAZARD ASSET MANAGEMENT LLC 17170.00%0.00%0.00%Q2 2020Q2 202417
AMG National Trust Bank 17170.02%0.05%0.08%Q2 2020Q2 202417
CENTRAL TRUST Co 1610.00%0.00%0.00%Q2 2019Q2 202417
Bedel Financial Consulting, Inc. 17170.02%0.06%0.09%Q1 2018Q1 202217
Brinker Capital Investments, LLC 1250.01%0.04%0.07%Q2 2013Q4 202217
COZAD ASSET MANAGEMENT INC 17170.08%0.12%0.14%Q2 2020Q2 202417
SWS Partners 810.02%0.39%0.71%Q4 2017Q2 202417
Kavar Capital Partners, LLC 820.02%0.57%1.36%Q4 2013Q3 202017
MinichMacGregor Wealth Management, LLC 1210.01%1.29%5.28%Q4 2015Q4 202217
YorkBridge Wealth Partners, LLC 17170.50%0.81%1.06%Q4 2018Q4 202217
St. Louis Trust Co 17170.15%0.36%0.63%Q2 2020Q2 202417
Pacific Edge Advisors, LLC 16164.33%5.55%7.20%Q4 2017Q3 202116
Cresset Asset Management, LLC 1150.01%0.04%0.14%Q1 2019Q2 202416
JPMORGAN CHASE & CO 810.00%0.00%0.00%Q4 2017Q2 202416
Miracle Mile Advisors, LLC 16160.13%0.35%0.52%Q3 2020Q2 202416
AlphaStar Capital Management, LLC 1110.02%0.30%0.64%Q4 2017Q2 202216
WHITTIER TRUST CO 1510.00%0.03%0.10%Q4 2018Q2 202416
Column Capital Advisors, LLC 16160.00%0.02%0.11%Q4 2019Q3 202316
Harborview Advisors, LLC 16160.93%1.07%1.31%Q4 2017Q3 202116
Ledyard National Bank 16160.05%0.07%0.11%Q4 2017Q3 202116
Fiera Capital Corp 16160.01%0.04%0.07%Q3 2016Q2 202016
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 16160.03%0.05%0.07%Q3 2017Q2 202116
Next Capital Management LLC 1420.09%0.39%1.44%Q4 2018Q1 202416
SRS Capital Advisors, Inc. 1330.00%0.00%0.00%Q2 2020Q2 202416
Jackson Creek Investment Advisors LLC 16160.58%0.85%0.96%Q3 2020Q2 202416
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1420.02%0.19%0.62%Q2 2020Q2 202416
Winslow, Evans & Crocker, Inc. 16160.00%0.00%0.00%Q1 2017Q4 202016
Newport Wealth Strategies, Inc. 16162.20%3.74%6.13%Q4 2017Q3 202116
YHB Investment Advisors, Inc. 16160.06%0.31%0.43%Q3 2020Q2 202416
Kestra Advisory Services, LLC 16160.03%0.09%0.43%Q3 2020Q2 202416
NWAM LLC 1410.02%0.05%0.07%Q4 2019Q1 202416
Valeo Financial Advisors, LLC 1510.00%0.01%0.03%Q3 2017Q4 202116
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 16160.18%0.25%0.30%Q3 2020Q2 202416
Efficient Market Advisors, LLC 16160.11%0.21%0.52%Q2 2013Q1 201716
Nicollet Investment Management, Inc. 16160.11%0.91%1.23%Q3 2020Q2 202416
AVANTAX ADVISORY SERVICES, INC. 1310.01%0.01%0.02%Q4 2019Q2 202416
Key FInancial Inc 1510.01%0.03%0.05%Q1 2020Q2 202416
RAYMOND JAMES TRUST N.A. 16160.01%0.01%0.02%Q3 2020Q2 202416
Harbor Group, Inc. 15153.29%7.52%11.38%Q4 2020Q2 202415
High Note Wealth, LLC 15153.88%4.69%6.37%Q4 2020Q2 202415
Somerset Group LLC 15150.20%0.29%0.38%Q1 2017Q3 202015
Newton One Investments LLC 15157.75%10.00%12.44%Q4 2020Q2 202415
Alpha Cubed Investments, LLC 15150.04%0.05%0.06%Q2 2020Q4 202315
OARSMAN CAPITAL, INC. 15150.09%0.16%0.22%Q4 2014Q2 201815
Everhart Financial Group, Inc. 15151.01%2.35%4.35%Q4 2020Q2 202415
Spectrum Management Group, LLC 1050.00%0.00%0.01%Q1 2015Q4 201915
Tradition Wealth Management, LLC 15150.23%0.41%1.25%Q4 2020Q2 202415
HUNTINGTON NATIONAL BANK 1310.00%0.00%0.00%Q1 2019Q2 202415
TRUST CO OF VERMONT 1210.00%0.00%0.00%Q4 2017Q2 202415
Main Street Financial Solutions, LLC 15150.46%0.64%0.74%Q4 2020Q2 202415
Kelman-Lazarov, Inc. 15150.08%0.16%0.29%Q4 2020Q2 202415
McCarthy Asset Management, Inc. 15152.46%2.91%3.22%Q4 2020Q2 202415
Guardian Wealth Advisors, LLC 15150.01%0.23%0.28%Q4 2020Q2 202415
First Capital Advisors Group, LLC. 871.15%1.98%2.98%Q1 2017Q2 202315
DONALDSON CAPITAL MANAGEMENT, LLC 520.02%0.03%0.07%Q3 2016Q2 202415
Opal Wealth Advisors, LLC 15150.44%7.16%11.25%Q4 2020Q2 202415
Altus Wealth Group LLC 15152.01%2.95%4.52%Q4 2020Q2 202415
Firestone Capital Management 870.00%0.05%0.10%Q4 2019Q2 202415
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 15152.41%3.00%3.52%Q4 2020Q2 202415
Advisor Group, Inc. 15150.01%0.02%0.06%Q2 2016Q4 201915
Northern Capital Management, Inc. 15153.98%7.14%11.15%Q4 2020Q2 202415
Game Plan Financial Advisors, LLC 1021.55%2.34%3.37%Q4 2019Q2 202415
BUCKINGHAM STRATEGIC WEALTH, LLC 15150.08%0.13%0.29%Q4 2020Q2 202415
Single Point Partners, LLC 630.33%0.58%0.84%Q1 2020Q1 202415
Frank, Rimerman Advisors LLC 15150.02%0.10%0.14%Q4 2020Q2 202415
Cedar Brook Financial Partners, LLC 1320.07%0.25%0.32%Q3 2019Q1 202415
1900 WEALTH MANAGEMENT LLC 15150.12%0.14%0.19%Q4 2020Q2 202415
Compass Advisory Group LLC 15150.27%0.79%1.40%Q4 2020Q2 202415
Family Management Corp 15150.04%0.05%0.06%Q4 2020Q2 202415
Ruggie Capital Group 1140.01%0.05%0.10%Q4 2014Q3 201815
ASSETMARK, INC 870.00%0.00%0.01%Q3 2020Q2 202415
Cypress Wealth Services, LLC 15150.06%0.33%0.77%Q4 2017Q2 202115
SHINE INVESTMENT ADVISORY SERVICES INC 15150.08%0.51%0.80%Q1 2017Q3 202015
Disciplined Investments, LLC 15150.00%0.00%0.00%Q4 2019Q2 202315
COLLECTIVE FAMILY OFFICE LLC 15150.66%1.05%1.60%Q4 2020Q2 202415
AE Wealth Management LLC 1010.00%0.01%0.05%Q1 2019Q1 202415
Smith Anglin Financial, LLC 15150.16%0.55%1.58%Q4 2020Q2 202415
WFA of San Diego, LLC 1410.02%1.05%1.64%Q2 2020Q2 202415
Sightline Wealth Advisors, LLC 15155.48%6.84%7.58%Q4 2020Q2 202415
DHJJ Financial Advisors, Ltd. 15152.26%3.30%3.60%Q4 2020Q2 202415
Berger Financial Group, Inc 15150.55%1.18%1.66%Q4 2020Q2 202415
KAVAR CAPITAL PARTNERS GROUP, LLC 15151.03%1.20%1.29%Q4 2020Q2 202415
Waterfront Wealth Inc. 15150.46%0.74%1.97%Q4 2020Q2 202415
Wealthstreet Investment Advisors, LLC 15150.03%0.07%0.09%Q4 2017Q2 202115
Oakwell Private Wealth Management, LLC 15150.15%0.28%0.49%Q4 2020Q2 202415
Goepper Burkhardt LLC 15150.53%0.75%1.35%Q4 2020Q2 202415
Burns Matteson Capital Management, LLC 15150.57%0.98%1.65%Q4 2020Q2 202415
MSI Financial Services Inc 15150.00%0.01%0.02%Q2 2013Q4 201615
Onyx Bridge Wealth Group LLC 15150.13%0.46%1.94%Q4 2020Q2 202415
Truvestments Capital LLC 820.01%0.02%0.10%Q1 2020Q1 202415
Wealthspire Advisors, LLC 1410.01%0.04%0.06%Q1 2020Q2 202415
Summit Financial, LLC 15150.04%0.07%0.10%Q4 2020Q2 202415
GREENLEAF TRUST 14140.00%0.01%0.01%Q1 2021Q2 202414
Southern Wealth Management, LLP 14140.09%0.89%1.37%Q4 2019Q1 202314
NewEdge Advisors, LLC 14140.03%0.04%0.07%Q1 2021Q2 202414
Barry Investment Advisors, LLC 14140.07%0.27%0.45%Q1 2019Q2 202214
Retirement Planning Group, LLC 610.02%0.08%0.18%Q2 2013Q2 202414
Mutual Advisors, LLC 14140.09%0.17%0.29%Q1 2021Q2 202414
GHP Investment Advisors, Inc. 14140.01%0.03%0.05%Q1 2021Q2 202414
Spire Wealth Management 14140.02%0.04%0.05%Q1 2021Q2 202414
Foothills Asset Management, Ltd. 14140.21%0.42%0.50%Q4 2016Q1 202014
Ferris Capital, LLC 1130.08%0.23%0.42%Q3 2018Q1 202214
PRUDENTIAL FINANCIAL INC 14140.00%0.00%0.00%Q1 2021Q2 202414
ENTERPRISE FINANCIAL SERVICES CORP 14140.33%0.46%0.57%Q1 2019Q2 202214
MBA Advisors LLC 14141.58%2.90%3.69%Q1 2021Q2 202414
Williams Financial, LLC 14140.24%0.27%0.30%Q1 2021Q2 202414
Haverford Trust Co 14140.01%0.01%0.01%Q1 2021Q2 202414
Foster Victor Wealth Advisors, LLC 610.03%1.14%3.08%Q1 2019Q1 202414
FIRST INTERSTATE BANK 14140.01%0.01%0.01%Q3 2015Q4 201814
Kaizen Financial Strategies 1220.19%0.24%0.35%Q4 2020Q2 202414
Mission Creek Capital Partners, Inc. 860.03%0.06%0.08%Q4 2020Q2 202414
MOTCO 1310.00%0.00%0.01%Q4 2017Q2 202414
Pegasus Partners Ltd. 14140.07%0.09%0.11%Q1 2021Q2 202414
PAYDEN & RYGEL 14140.00%0.33%0.89%Q1 2020Q2 202314
Provident Wealth Management, LLC 14140.00%0.44%2.10%Q4 2019Q1 202314
Elmwood Wealth Management, Inc. 820.13%0.15%0.19%Q2 2020Q2 202414
Rockefeller Capital Management L.P. 14140.00%0.01%0.03%Q1 2021Q2 202414
Paradigm, Strategies in Wealth Management, LLC 14141.99%2.85%3.85%Q1 2021Q2 202414
Jackson Hole Capital Partners, LLC 950.01%0.30%1.04%Q4 2018Q2 202414
NORTHWEST INVESTMENT COUNSELORS, LLC 810.03%0.04%0.06%Q2 2017Q1 202414
Lehman & Derafelo Financial Resources LLC 1220.01%0.01%0.02%Q4 2018Q3 202214
REDW Wealth LLC 810.06%0.15%0.27%Q4 2016Q1 202414
Chandler Asset Management, Inc. 14140.28%0.31%0.36%Q1 2021Q2 202414
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1040.00%0.00%0.00%Q4 2017Q1 202214
COLTON GROOME FINANCIAL ADVISORS, LLC 1130.22%0.34%0.53%Q2 2019Q4 202214
Forvis Mazars Wealth Advisors, LLC 510.01%0.02%0.07%Q3 2013Q2 202413
Integrated Wealth Concepts LLC 760.01%0.10%0.34%Q3 2020Q2 202413
Hanson & Doremus Investment Management 1030.00%0.00%0.01%Q2 2018Q2 202413
Blue Barn Wealth, LLC 13131.77%2.02%2.50%Q2 2021Q2 202413
Concert Wealth Management Inc. 710.00%0.08%0.36%Q4 2013Q2 201713
HARBOUR INVESTMENTS, INC. 940.04%0.21%0.72%Q1 2021Q2 202413
Procyon Advisors, LLC 1030.00%0.62%1.36%Q4 2019Q1 202413
Personal Capital Advisors Corp 940.00%0.00%0.00%Q2 2019Q4 202213
EPG Wealth Management LLC 820.01%0.01%0.02%Q4 2019Q2 202413
Snowden Capital Advisors LLC 710.01%0.05%0.13%Q3 2017Q2 202413
STALEY CAPITAL ADVISERS INC 760.01%0.05%0.09%Q4 2020Q2 202413
MONEY CONCEPTS CAPITAL CORP 1120.29%0.54%0.73%Q4 2020Q2 202413
BOYS ARNOLD & CO INC 1210.03%0.07%0.09%Q4 2016Q1 202013
HORIZON FINANCIAL SERVICES, LLC 13132.44%4.99%6.33%Q2 2021Q2 202413
Annex Advisory Services, LLC 13130.13%0.17%0.25%Q2 2013Q2 201613
Hoese & Co LLP 13130.05%0.06%0.07%Q1 2021Q1 202413
DB Wealth Management Group, LLC 13130.73%1.01%1.42%Q4 2020Q4 202313
CLIFFORD SWAN INVESTMENT COUNSEL LLC 720.01%0.01%0.04%Q2 2018Q2 202413
Northeast Financial Group, Inc. 853.16%8.23%10.67%Q4 2020Q2 202413
Valtinson Bruner Financial Planning LLC 630.08%0.19%0.31%Q4 2018Q2 202413
HANTZ FINANCIAL SERVICES, INC. 13130.00%0.00%0.00%Q2 2021Q2 202413
Curi Wealth Management, LLC 13132.58%3.79%5.82%Q4 2020Q4 202313
J.W. COLE ADVISORS, INC. 1110.02%0.04%0.06%Q4 2019Q2 202413
PIERSHALE FINANCIAL GROUP, INC. 523.86%8.99%26.17%Q3 2013Q3 202113
Brookstone Capital Management 13130.08%0.83%3.14%Q2 2021Q2 202413
FIFTH THIRD SECURITIES, INC. 910.34%0.80%1.15%Q3 2018Q2 202413
BAR HARBOR TRUST SERVICES 13130.11%0.13%0.17%Q2 2013Q2 201613
Capital Planning LLC 13130.12%0.30%0.75%Q2 2021Q2 202413
EMFO, LLC 13130.00%0.00%0.00%Q2 2021Q2 202413
MOTIVE WEALTH ADVISORS 13130.55%0.86%1.18%Q2 2021Q2 202413
ACAS, LLC 761.59%2.10%2.57%Q1 2021Q2 202413
First National Bank of Mount Dora, Trust Investment Services 760.06%0.07%0.14%Q4 2020Q2 202413
Homrich & Berg 12120.07%0.11%0.15%Q4 2018Q3 202112
Savant Capital, LLC 12120.02%0.31%0.75%Q3 2021Q2 202412
McKinley Carter Wealth Services, Inc. 1110.05%0.10%0.14%Q2 2017Q2 202012
Cribstone Capital Management, LLC 12120.04%0.62%1.56%Q1 2020Q4 202212
Eagle Capital Management, LLC 840.36%3.43%5.66%Q4 2013Q3 201812
Redhawk Wealth Advisors, Inc. 930.15%1.85%3.32%Q3 2018Q2 202412
Whitnell & Co. 12120.33%0.37%0.39%Q1 2017Q4 201912
Mariner Wealth Advisors-Cincinnati, LLC 12120.12%0.16%0.25%Q4 2015Q3 201812
Sage Financial Management Group, Inc. 631.89%3.76%5.77%Q4 2020Q1 202412
Certified Advisory Corp 1110.02%0.02%0.04%Q4 2017Q1 202112
Avion Wealth 12120.00%0.04%0.06%Q3 2021Q2 202412
Avantax Planning Partners, Inc. 910.01%0.03%0.06%Q1 2018Q1 202212
Essex LLC 12121.62%2.07%3.19%Q3 2021Q2 202412
Stonebridge Capital Advisors LLC 1110.00%0.00%0.01%Q2 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Tenret Co LLC 930.22%0.26%0.31%Q2 2021Q2 202412
Econ Financial Services Corp 530.01%2.08%5.27%Q4 2018Q2 202412
MARIETTA INVESTMENT PARTNERS LLC 1020.05%0.07%0.09%Q2 2021Q2 202412
Prostatis Group LLC 1110.08%0.81%1.80%Q4 2019Q2 202312
DeGreen Capital Management LLC 12120.75%1.21%2.07%Q4 2018Q3 202112
Sound Income Strategies, LLC 510.00%0.00%0.00%Q4 2019Q2 202412
WEALTHSOURCE PARTNERS, LLC 12120.10%0.55%0.78%Q4 2016Q3 201912
Hochman Cole Investment Advisors, Inc. 12120.12%0.15%0.18%Q4 2018Q3 202112
DAVIDSON & GARRARD INC 12120.07%0.09%0.11%Q4 2014Q3 201712
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 12120.00%0.00%0.01%Q3 2021Q2 202412
Carroll Financial Associates, Inc. 1110.00%0.01%0.01%Q2 2016Q4 202112
Meridian Financial, LLC 11110.42%0.52%0.55%Q4 2021Q2 202411
Resurgent Financial Advisors LLC 11110.15%0.19%0.33%Q4 2021Q2 202411
LOWERY THOMAS, LLC 11110.38%0.81%1.04%Q4 2021Q2 202411
Strategic Advisors LLC 11110.49%0.77%0.94%Q2 2013Q4 201511
Rockbridge Investment Management, LCC 920.02%0.15%0.21%Q2 2020Q1 202411
TRUEWEALTH LLC 11110.00%0.00%0.00%Q4 2017Q2 202011
BOSUN ASSET MANAGEMENT, LLC 11110.23%0.37%0.47%Q4 2021Q2 202411
SIMPLEX TRADING, LLC 410.00%0.00%0.00%Q1 2015Q1 202211
HYA Advisors, Inc 11110.16%0.31%0.45%Q4 2019Q2 202211
TILIA FIDUCIARY PARTNERS, INC. 11110.31%0.34%0.38%Q4 2021Q2 202411
SEGALL BRYANT & HAMILL, LLC 650.01%0.01%0.01%Q3 2020Q2 202311
Fortitude Advisory Group L.L.C. 11110.41%0.56%0.76%Q4 2021Q2 202411
LOGAN CAPITAL MANAGEMENT INC 11110.00%0.00%0.00%Q1 2021Q3 202311
Warren Street Wealth Advisors, LLC 11110.25%0.40%0.62%Q4 2021Q2 202411
Guardian Wealth Management, Inc. 11110.02%0.04%0.05%Q4 2021Q2 202411
Cerity Partners LLC 710.01%0.43%0.85%Q4 2017Q2 202411
RE Dickinson Investment Advisors, LLC 11111.33%4.64%8.46%Q4 2021Q2 202411
Laurel Wealth Advisors LLC 11110.02%0.03%0.04%Q4 2018Q2 202111
WealthShield Partners, LLC 1010.01%0.34%0.44%Q2 2021Q2 202411
Revolve Wealth Partners, LLC 11110.51%2.10%3.85%Q4 2021Q2 202411
Orcam Financial Group 11112.79%3.92%5.42%Q4 2021Q2 202411
RWA WEALTH PARTNERS, LLC 530.01%0.02%0.03%Q1 2017Q2 202411
Capital Asset Advisory Services LLC 830.00%0.00%0.00%Q4 2019Q3 202211
HB Wealth Management, LLC 11110.06%0.12%0.16%Q4 2021Q2 202411
Missouri Trust & Investment Co 11111.71%2.10%2.97%Q4 2021Q2 202411
Stephens Consulting, LLC 11110.01%0.02%0.04%Q4 2021Q2 202411
Abound Wealth Management 11110.00%0.03%0.09%Q4 2021Q2 202411
FIDELIS iM, LLC 11110.64%0.69%0.80%Q3 2021Q1 202411
Diligent Investors, LLC 11110.22%0.25%0.27%Q4 2021Q2 202411
INVESTMENT SECURITY GROUP INC /CO/ /ADV 111122.20%26.73%32.58%Q1 2019Q3 202111
Keystone Wealth Services, LLC 11110.10%0.13%0.24%Q4 2021Q2 202411
CONTINENTAL INVESTORS SERVICES, INC. 11110.99%1.08%1.20%Q4 2021Q2 202411
ADAMSBROWN WEALTH CONSULTANTS LLC 11110.46%2.57%8.45%Q4 2021Q2 202411
GUARDIAN WEALTH ADVISORS, LLC / NC 11110.01%0.02%0.04%Q4 2021Q2 202411
Financial Synergies Wealth Advisors, Inc. 11110.03%0.52%0.80%Q4 2021Q2 202411
MORRIS FINANCIAL CONCEPTS, INC. 11110.03%0.69%1.43%Q4 2021Q2 202411
UMB Bank, n.a. 11110.00%0.00%0.01%Q4 2021Q2 202411
National Wealth Management Group, LLC 11110.64%1.41%2.46%Q4 2021Q2 202411
Blue Chip Wealth Management, Inc. 11110.38%0.75%1.08%Q1 2018Q3 202011
Sowell Financial Services LLC 720.01%0.10%0.43%Q4 2018Q4 202111
Spinnaker Investment Group, LLC 11112.92%3.04%3.19%Q4 2021Q2 202411
SevenBridge Financial Group, LLC 11110.07%0.14%0.17%Q2 2019Q4 202111
Fingerlakes Wealth Management, Inc. 11110.31%0.44%0.51%Q4 2021Q2 202411
Congress Wealth Management LLC / DE / 11110.08%0.13%0.18%Q4 2021Q2 202411
SkyView Investment Advisors, LLC 11110.51%1.12%2.18%Q4 2020Q2 202311
Von Berge Wealth Management Group, LLC 11112.23%2.53%2.92%Q4 2021Q2 202411
Pillar Wealth Advisors, LLC 11116.08%8.56%11.10%Q4 2021Q2 202411
Ulland Investment Advisors, LLC 11111.88%2.63%2.96%Q4 2021Q2 202411
Sage Investment Advisers LLC 11110.70%1.53%2.15%Q4 2021Q2 202411
Powers Advisory Group, LLC 11111.90%2.08%2.24%Q4 2021Q2 202411
FIRST COMMUNITY TRUST NA 11110.08%0.13%0.15%Q4 2021Q2 202411
Keel Point, LLC 420.02%0.86%2.60%Q2 2016Q1 202111
NATIONAL BANK OF CANADA /FI/ 11110.00%0.02%0.07%Q4 2021Q2 202411
LTG Capital LLC 11111.20%1.49%4.04%Q4 2021Q2 202411
Ameritas Advisory Services, LLC 11110.06%0.25%0.52%Q4 2021Q2 202411
TD PRIVATE CLIENT WEALTH LLC 830.00%0.00%0.00%Q4 2019Q2 202411
Slow Capital, Inc. 810.01%0.11%0.18%Q1 2018Q1 202411
WARNER FINANCIAL, INC 11110.48%0.66%0.79%Q4 2021Q2 202411
AT Bancorp 11112.37%6.49%7.74%Q3 2016Q1 201911
Beaumont Financial Partners, LLC 11110.04%0.05%0.18%Q1 2020Q3 202211
OAK HARBOR WEALTH PARTNERS, LLC 11110.01%0.01%0.03%Q4 2021Q2 202411
Avidian Wealth Enterprises, LLC 11110.02%0.04%0.08%Q4 2021Q2 202411
StoneX Group Inc. 11110.14%0.33%0.46%Q4 2017Q2 202011
IEQ CAPITAL, LLC 610.01%0.02%0.03%Q4 2019Q2 202311
Wilson & Boucher Capital Management, LLC 11110.56%0.61%0.68%Q4 2021Q2 202411
White Knight Strategic Wealth Advisors, LLC 11110.31%1.35%2.10%Q4 2021Q2 202411
Halpern Financial, Inc. 650.00%0.31%1.12%Q3 2021Q2 202411
HILL ISLAND FINANCIAL LLC 11110.17%0.18%0.19%Q4 2021Q2 202411
Wedmont Private Capital 11110.04%0.08%0.17%Q4 2021Q2 202411
ETF Store, Inc. 11110.91%1.08%1.34%Q4 2021Q2 202411
Kathleen S. Wright Associates Inc. 11110.02%0.07%0.11%Q4 2021Q2 202411
Curi RMB Capital, LLC 920.01%0.12%0.63%Q4 2017Q2 202411
First Pacific Financial 10100.28%0.66%0.98%Q1 2022Q2 202410
Providence Capital Advisors, LLC 510.01%0.02%0.05%Q1 2020Q2 202410
NorthRock Partners, LLC 640.08%0.42%1.74%Q4 2016Q2 202410
Total Wealth Planning, LLC 10100.05%0.11%0.40%Q1 2022Q2 202410
Systelligence, LLC 10101.05%1.92%2.84%Q4 2019Q1 202210
HAZLETT, BURT & WATSON, INC. 10100.01%0.01%0.03%Q1 2022Q2 202410
Adams Chetwood Wealth Management LLC 10101.60%3.73%4.75%Q4 2019Q1 202210
Capital Investment Advisors, LLC 910.02%0.02%0.02%Q4 2017Q1 202210
MCIA Inc 10106.36%7.44%8.59%Q2 2017Q3 201910
Pacific Wealth Strategies Group, Inc. 10100.54%0.94%1.16%Q4 2017Q1 202010
Atria Wealth Solutions, Inc. 10100.01%0.01%0.02%Q1 2022Q2 202410
ASPIRIANT HOLDINGS S3, LLC 10100.24%2.31%3.53%Q3 2013Q4 201510
Advanced Asset Management Advisors Inc 10100.01%0.01%0.01%Q3 2021Q4 202310
MGO ONE SEVEN LLC 820.02%0.11%0.20%Q3 2018Q2 202410
Athena Investment Management 10100.78%1.11%1.21%Q1 2022Q2 202410
Nikulski Financial, Inc. 820.11%0.21%0.26%Q1 2018Q1 202110
Covenant Multifamily Offices, LLC 10100.06%0.15%0.31%Q2 2019Q3 202110
Addison Advisors LLC 10100.02%0.03%0.04%Q1 2022Q2 202410
USAdvisors Wealth Management, LLC 10101.32%4.80%7.23%Q4 2017Q1 202010
Ameritas Investment Company, LLC 910.00%0.21%0.50%Q1 2019Q3 202110
Zhang Financial LLC 10100.09%0.16%0.20%Q1 2022Q2 202410
Cordant, Inc. 10100.31%0.59%0.79%Q4 2019Q1 202210
HC FINANCIAL ADVISORS INC 10100.01%0.03%0.05%Q1 2020Q2 202210
American Trust 10100.02%1.26%3.68%Q4 2021Q1 202410
Ten Capital Wealth Advisors, LLC 10100.01%0.03%0.08%Q4 2020Q1 202310
Wescott Financial Advisory Group, LLC 10100.40%0.79%1.18%Q1 2022Q2 202410
Resource Management, LLC 10100.34%4.67%6.69%Q3 2019Q4 202110
Safeguard Financial, LLC 10100.95%2.16%4.64%Q1 2022Q2 202410
Bank of New Hampshire 10100.03%0.03%0.04%Q1 2022Q2 202410
Praetorian Wealth Management, Inc. 610.09%0.15%0.20%Q2 2020Q2 202410
Dakota Wealth Management 10100.05%0.08%0.11%Q1 2022Q2 202410
Bensler, LLC 10100.50%1.05%1.47%Q1 2022Q2 202410
FIRST MERCANTILE TRUST CO 10104.35%5.55%6.43%Q2 2019Q3 202110
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 910.01%0.71%1.25%Q3 2020Q2 202410
OSTERWEIS CAPITAL MANAGEMENT INC 910.01%0.02%0.04%Q4 2020Q2 202410
SII INVESTMENTS INC/WI 10100.02%0.50%0.67%Q3 2015Q4 201710
SILVER OAK SECURITIES, INCORPORATED 10100.28%0.59%0.79%Q1 2022Q2 202410
361 CAPITAL LLC 910.14%0.34%0.68%Q2 2017Q2 202010
Whelan Financial 910.15%0.31%0.58%Q3 2021Q2 202410
Lowell Blake & Associates Inc. 10100.08%0.10%0.14%Q2 2021Q3 202310
Kalos Management, Inc. 310.08%0.26%0.61%Q4 2017Q2 202310
One Day In July LLC 710.02%0.05%0.07%Q4 2020Q2 202410
Kovitz Investment Group Partners, LLC 10100.01%0.01%0.01%Q1 2022Q2 202410
MFA WEALTH ADVISORS, LLC 640.14%2.98%10.95%Q4 2017Q2 202010
Aspire Capital Advisors LLC 10100.14%0.38%0.94%Q1 2022Q2 202410
Scarborough Advisors, LLC 991.18%1.80%3.25%Q4 2021Q4 20239
M&R CAPITAL MANAGEMENT INC 720.00%0.00%0.00%Q2 2017Q4 20239
Professional Financial Advisors, LLC 990.01%0.02%0.04%Q3 2020Q3 20229
Prentice Wealth Management LLC 810.00%0.44%0.60%Q2 2021Q2 20249
Walkner Condon Financial Advisors LLC 630.05%0.12%0.25%Q4 2020Q2 20249
TFC Financial Management, Inc. 990.00%0.00%0.00%Q3 2020Q3 20229
SG Americas Securities, LLC 410.00%0.01%0.02%Q3 2014Q3 20179
BRIGHTON JONES LLC 990.01%0.02%0.04%Q2 2022Q2 20249
Destiny Wealth Partners, LLC 990.01%0.04%0.06%Q4 2020Q4 20229
VSR Financial Services, Inc. 990.02%0.31%0.66%Q2 2014Q2 20169
Mirador Capital Partners LP 310.05%0.07%0.10%Q3 2018Q2 20249
Busey Bank 990.01%0.01%0.02%Q2 2022Q2 20249
PRIVATE TRUST CO NA 990.05%0.08%0.09%Q2 2022Q2 20249
Tatro Capital, LLC 810.50%0.68%0.96%Q4 2019Q1 20229
Paracle Advisors, LLC 540.06%0.32%0.55%Q4 2018Q1 20219
AllSquare Wealth Management LLC 990.01%0.01%0.02%Q4 2017Q4 20199
DOWLING & YAHNKE LLC 720.01%0.02%0.04%Q4 2017Q3 20229
Arcus Capital Partners, LLC 990.09%0.31%0.56%Q2 2019Q2 20219
Covington Capital Management 630.00%0.00%0.01%Q2 2018Q3 20229
Independent Advisor Alliance 810.02%0.05%0.18%Q4 2019Q2 20249
McClarren Financial Advisors, Inc. 610.01%0.05%0.08%Q4 2021Q2 20249
VALLEY WEALTH MANAGERS, INC. 990.00%0.00%0.00%Q2 2022Q2 20249
Almanack Investment Partners, LLC. 310.04%0.52%1.68%Q1 2017Q2 20249
Stonebridge Financial Planning Group, LLC 990.01%0.02%0.04%Q4 2019Q4 20219
Ancora Advisors LLC 990.00%0.00%0.01%Q2 2022Q2 20249
Cypress Capital Management LLC (WY) 990.09%1.22%3.05%Q4 2016Q4 20189
Windsor Wealth Management, Inc. 990.08%0.09%0.10%Q1 2020Q1 20229
Coston, McIsaac & Partners 990.02%0.03%0.04%Q2 2022Q2 20249
Selective Wealth Management, Inc. 540.01%0.29%0.41%Q1 2022Q2 20249
WASHINGTON TRUST BANK 990.01%0.01%0.01%Q1 2014Q1 20169
Intrua Financial, LLC 990.06%0.08%0.10%Q1 2021Q1 20239
Integrated Wealth Management 990.01%0.07%0.20%Q1 2015Q1 20179
FLOW TRADERS U.S. LLC 310.00%0.05%0.15%Q4 2013Q1 20249
MID CONTINENT CAPITAL LLC/IL 990.02%0.04%0.09%Q3 2013Q3 20159
Ritter Daniher Financial Advisory LLC / DE 990.04%0.06%0.10%Q2 2022Q2 20249
Blankinship & Foster, LLC 990.12%0.27%0.49%Q2 2022Q2 20249
TD Capital Management LLC 510.00%0.00%0.00%Q2 2020Q3 20239
Opes Advisors Inc 990.65%0.94%1.27%Q4 2016Q4 20189
Csenge Advisory Group 990.05%0.06%0.08%Q2 2022Q2 20249
BROWN BROTHERS HARRIMAN & CO 710.00%0.00%0.00%Q2 2017Q4 20239
Rede Wealth, LLC 990.36%0.61%0.85%Q2 2022Q2 20249
MONECO Advisors, LLC 630.06%0.14%0.30%Q1 2021Q2 20239
LifePlan Financial Group, Inc 990.00%0.01%0.01%Q3 2018Q3 20209
MYCIO WEALTH PARTNERS, LLC 510.00%0.01%0.02%Q1 2015Q4 20199
PATHSTONE FAMILY OFFICE, LLC 320.00%0.02%0.08%Q1 2017Q3 20239
Rainsberger Wealth Advisors, Inc. 994.19%4.52%5.10%Q4 2021Q4 20239
CASTLE WEALTH MANAGEMENT LLC 990.21%0.29%0.35%Q2 2022Q2 20249
OPPENHEIMER ASSET MANAGEMENT INC. 630.00%0.00%0.00%Q1 2017Q1 20209
Stearns Financial Services Group 990.00%0.00%0.00%Q3 2018Q3 20209
Filbrandt Wealth Management, LLC 8811.92%12.36%12.74%Q4 2019Q3 20218
PRING TURNER CAPITAL GROUP INC 623.70%5.21%7.11%Q1 2015Q2 20248
Laidlaw Wealth Management LLC 710.17%0.21%0.32%Q4 2020Q2 20238
Caprock Group, LLC 710.02%0.03%0.06%Q4 2020Q2 20248
InterOcean Capital Group, LLC 880.03%0.04%0.06%Q2 2022Q1 20248
Leverty Financial Group, LLC 710.02%0.23%0.36%Q4 2021Q2 20248
FINANCIAL COUNSELORS INC 880.01%0.01%0.02%Q3 2022Q2 20248
Baron Financial Group, LLC 880.01%0.01%0.01%Q3 2020Q2 20228
First Financial Bank - Trust Division 880.12%0.13%0.14%Q2 2018Q1 20208
Westwind Capital 880.01%1.12%2.11%Q4 2017Q3 20198
CAPITAL ONE FINANCIAL CORP 880.03%0.12%0.37%Q1 2020Q4 20218
BESSEMER GROUP INC 880.00%0.00%0.00%Q4 2021Q3 20238
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.01%0.24%0.49%Q4 2017Q3 20198
Crew Capital Management, Ltd. 880.37%0.42%0.50%Q1 2021Q4 20228
Newman & Schimel, LLC 880.16%0.32%0.51%Q4 2020Q3 20228
Secrest Blakey & Associates, LLC 882.86%3.20%3.85%Q4 2017Q3 20198
FINANCIAL MANAGEMENT NETWORK INC 530.05%0.08%0.11%Q1 2021Q2 20248
Three Bridge Wealth Advisors, LLC 880.07%0.10%0.13%Q1 2022Q4 20238
SHAKER INVESTMENTS LLC/OH 620.09%0.10%0.10%Q4 2020Q1 20248
CAPITAL INSIGHT PARTNERS, LLC 880.04%0.06%0.08%Q2 2020Q1 20228
BALDWIN WEALTH PARTNERS LLC/MA 880.00%0.00%0.00%Q1 2018Q4 20198
BUCKINGHAM STRATEGIC PARTNERS, LLC 880.02%0.02%0.06%Q3 2022Q2 20248
AWM CAPITAL, LLC 620.04%0.07%0.16%Q3 2021Q2 20248
Worth Asset Management, LLC 620.00%0.30%0.82%Q1 2022Q1 20248
Aspire Wealth Management Corp 880.02%0.04%0.06%Q4 2021Q3 20238
WASHINGTON TRUST Co 710.00%0.00%0.00%Q1 2020Q2 20248
Watermark Asset Management, Inc. 880.08%0.10%0.14%Q1 2017Q4 20188
HL FINANCIAL SERVICES LLC 880.01%0.05%0.12%Q2 2017Q1 20198
James J. Burns & Company, LLC 881.14%1.31%1.37%Q3 2022Q2 20248
COUNTRY CLUB BANK 880.03%0.03%0.04%Q3 2022Q2 20248
Blooom, Inc. 880.28%0.38%0.59%Q4 2020Q3 20228
JANICZEK WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Operose Advisors LLC 880.03%0.03%0.04%Q3 2022Q2 20248
Leo H. Evart, Inc. 882.44%2.90%3.16%Q4 2021Q3 20238
Horan Securities, Inc. 710.00%0.01%0.01%Q2 2019Q2 20238
Echo Wealth Management, LLC 880.31%0.35%0.40%Q4 2020Q3 20228
C M BIDWELL & ASSOCIATES LTD 880.02%0.17%0.32%Q4 2017Q3 20198
Ledge Wealth Management, Inc. 880.10%0.14%0.33%Q1 2022Q4 20238
TrueWealth Advisors, LLC 880.10%0.21%0.27%Q3 2022Q2 20248
Morningstar Investment Services LLC 770.06%0.07%0.08%Q2 2020Q4 20217
Relyea Zuckerberg Hanson LLC 770.10%0.15%0.19%Q4 2022Q2 20247
LODESTAR PRIVATE ASSET MANAGEMENT LLC 770.38%0.85%1.14%Q4 2022Q2 20247
Great Waters Wealth Management 770.16%0.23%0.31%Q4 2022Q2 20247
BROGAN FINANCIAL, INC. 770.21%0.27%0.33%Q4 2022Q2 20247
WESPAC Advisors, LLC 410.16%0.70%2.78%Q2 2013Q3 20217
Centerpoint Advisors, LLC 770.78%0.82%0.86%Q4 2022Q2 20247
Manchester Capital Management LLC 770.01%0.01%0.01%Q2 2013Q4 20147
Bleakley Financial Group, LLC 770.35%0.42%0.47%Q4 2022Q2 20247
Madison Wealth Partners, Inc 770.20%0.26%0.34%Q4 2022Q2 20247
HOLLENCREST CAPITAL MANAGEMENT 770.00%0.00%0.00%Q4 2022Q2 20247
Paradigm Financial Partners, LLC 770.07%0.11%0.18%Q2 2022Q4 20237
Family Investment Center, Inc. 771.36%2.37%3.02%Q4 2022Q2 20247
DDD Partners, LLC 770.21%0.22%0.24%Q3 2018Q1 20207
Compass Financial Group, INC/SD 770.12%0.25%0.41%Q4 2022Q2 20247
Tuttle Capital Management, LLC 430.24%0.98%3.45%Q1 2014Q3 20167
Founders Capital Management 770.00%0.00%0.01%Q4 2021Q2 20237
Edge Advisors, LLC 770.01%0.05%0.09%Q4 2016Q2 20187
Hoover Financial Advisors, Inc. 770.04%0.09%0.19%Q4 2019Q2 20217
Squar Milner Financial Services LLC 520.00%0.00%0.00%Q2 2018Q1 20207
Livingston Group Asset Management CO (operating as Southport Capital Management) 520.19%0.72%1.17%Q2 2020Q1 20227
Eley Financial Management, Inc 770.30%0.34%0.37%Q4 2022Q2 20247
Pacific Sage Partners, LLC 771.58%2.23%2.77%Q4 2022Q2 20247
Farther Finance Advisors, LLC 770.01%0.09%0.19%Q4 2022Q2 20247
TCF National Bank 770.03%0.04%0.05%Q3 2019Q1 20217
Corient Private Wealth LLC 770.02%0.03%0.04%Q4 2022Q2 20247
Per Stirling Capital Management, LLC. 770.09%0.15%0.21%Q4 2022Q2 20247
Hilltop Partners LLC 770.34%0.50%0.93%Q4 2022Q2 20247
WHITENER CAPITAL MANAGEMENT, INC. 520.00%0.00%0.00%Q4 2017Q3 20197
HEADINVEST, LLC 770.05%0.07%0.14%Q4 2022Q2 20247
Castleview Partners, LLC 410.01%0.30%1.97%Q1 2018Q2 20247
FinDec Wealth Services, Inc. 770.17%0.25%0.40%Q4 2022Q2 20247
Apeiron RIA LLC 770.07%0.07%0.08%Q4 2022Q2 20247
SYM FINANCIAL Corp 410.00%0.07%0.21%Q4 2021Q2 20247
Graves Light Lenhart Wealth, Inc. 770.01%0.02%0.02%Q4 2020Q2 20227
SOA Wealth Advisors, LLC. 770.03%0.04%0.04%Q4 2022Q2 20247
TrinityPoint Wealth, LLC 770.04%0.04%0.05%Q4 2022Q2 20247
CONTINUUM WEALTH ADVISORS, LLC 770.34%0.66%2.14%Q4 2022Q2 20247
Beacon Bridge Wealth Partners, LLC 771.27%2.27%4.30%Q4 2022Q2 20247
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 774.12%4.34%4.66%Q4 2022Q2 20247
Camelot Portfolios, LLC 410.06%0.11%0.15%Q1 2019Q2 20247
Simplicity Wealth,LLC 430.13%2.85%5.88%Q4 2021Q2 20247
Archer Investment Corp 770.00%0.00%0.00%Q4 2022Q2 20247
BB&T SECURITIES, LLC 770.00%0.01%0.01%Q1 2018Q3 20197
MONTAG A & ASSOCIATES INC 770.01%0.01%0.01%Q4 2022Q2 20247
Pathway Financial Advisors LLC 430.03%0.07%0.09%Q4 2017Q4 20197
Qube Research & Technologies Ltd 310.00%0.00%0.00%Q3 2021Q2 20247
Intelligence Driven Advisers, LLC 770.77%2.27%3.87%Q4 2018Q2 20207
WNY Asset Management, LLC 770.10%0.24%0.37%Q4 2020Q2 20227
Indie Asset Partners, LLC 770.19%1.35%4.55%Q4 2019Q2 20217
Your Advocates Ltd., LLP 770.01%0.15%0.88%Q4 2019Q2 20217
Mascoma Wealth Management LLC 770.01%0.01%0.01%Q4 2022Q2 20247
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 520.01%0.03%0.04%Q1 2014Q2 20197
Milestone Investment Advisors LLC 772.96%3.57%4.50%Q4 2022Q2 20247
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 773.23%4.77%5.89%Q4 2018Q2 20207
Crescent Sterling, Ltd. 771.41%1.60%2.04%Q4 2022Q2 20247
Joule Financial, LLC 770.30%0.37%0.48%Q2 2022Q4 20237
Gleason Group, Inc. 770.83%1.28%2.53%Q4 2022Q2 20247
HM PAYSON & CO 520.00%0.00%0.00%Q3 2019Q1 20247
Nicholas Hoffman & Company, LLC. 770.06%0.11%0.15%Q4 2022Q2 20247
Beaumont Financial Advisors, LLC 770.14%0.17%0.21%Q4 2022Q2 20247
Grove Bank & Trust 770.01%0.01%0.02%Q4 2022Q2 20247
ARMSTRONG ADVISORY GROUP, INC 770.06%0.07%0.09%Q4 2022Q2 20247
EverSource Wealth Advisors, LLC 770.00%0.00%0.00%Q4 2022Q2 20247
WATERSHED PRIVATE WEALTH LLC 770.19%0.35%0.45%Q4 2022Q2 20247
Marietta Wealth Management, LLC 510.12%0.17%0.31%Q1 2017Q1 20196
LINCOLN NATIONAL CORP 660.03%0.06%0.09%Q4 2022Q1 20246
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 660.00%0.00%0.01%Q1 2023Q2 20246
Arrowroot Family Office, LLC 662.24%2.63%2.97%Q1 2023Q2 20246
Harbour Capital Advisors, LLC 660.08%0.10%0.12%Q1 2023Q2 20246
PCA Investment Advisory Services Inc. 661.63%1.83%1.96%Q1 2023Q2 20246
Integrated Investment Consultants, LLC 660.32%0.47%0.53%Q4 2018Q1 20206
Western Wealth Management, LLC 330.02%0.03%0.04%Q4 2020Q2 20226
M&T BANK CORP 660.00%0.00%0.00%Q1 2023Q2 20246
Glass Jacobson Investment Advisors llc 510.05%0.11%0.16%Q4 2022Q2 20246
Biltmore Capital Advisors LLC 661.94%2.09%2.30%Q1 2019Q2 20206
Koesten, Hirschmann & Crabtree, INC. 661.03%1.04%1.07%Q4 2022Q1 20246
SEI INVESTMENTS CO 660.00%0.00%0.00%Q1 2017Q2 20186
Wealth Quarterback LLC 420.04%0.22%0.36%Q4 2019Q3 20216
Regal Investment Advisors LLC 510.02%0.05%0.10%Q2 2013Q2 20246
ZRC WEALTH MANAGEMENT, LLC 660.20%0.51%0.90%Q1 2023Q2 20246
Advisor OS, LLC 420.16%0.40%1.31%Q2 2020Q4 20216
WINTRUST INVESTMENTS LLC 660.14%0.21%0.27%Q3 2017Q4 20186
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Joel Isaacson & Co., LLC 660.00%0.01%0.01%Q3 2015Q4 20166
Simplicity Solutions, LLC 420.04%0.25%0.41%Q4 2018Q4 20236
ASSET ADVISORS CORP 661.30%1.40%1.55%Q1 2017Q2 20186
KESTRA PRIVATE WEALTH SERVICES, LLC 660.01%0.01%0.01%Q1 2023Q2 20246
HERITAGE WEALTH MANAGEMENT, LLC 420.01%0.10%0.32%Q2 2021Q4 20226
Russell Investments Group, Ltd. 660.00%0.00%0.00%Q1 2023Q2 20246
GPS Wealth Strategies Group, LLC 660.00%0.00%0.00%Q1 2023Q2 20246
Cedar Wealth Management, LLC 660.32%0.38%0.42%Q1 2023Q2 20246
Baker Avenue Asset Management, LP 410.01%0.01%0.03%Q4 2021Q1 20246
FRONTIER INVESTMENT MGMT CO 661.99%2.22%2.40%Q1 2019Q2 20206
Gladstone Institutional Advisory LLC 660.11%0.33%0.47%Q1 2019Q2 20206
CANTOR FITZGERALD, L. P. 660.08%0.12%0.15%Q2 2022Q3 20236
Cape Investment Advisory, Inc. 662.47%2.73%3.01%Q1 2023Q2 20246
Noble Family Wealth, LLC 665.77%7.25%7.85%Q1 2023Q2 20246
Blue Trust, Inc. 510.00%0.00%0.00%Q2 2022Q2 20246
People's United Financial, Inc. 510.01%0.01%0.01%Q2 2016Q4 20176
MANUFACTURERS LIFE INSURANCE COMPANY, THE 660.00%0.00%0.00%Q2 2017Q3 20186
Vanguard Personalized Indexing Management, LLC 660.01%0.01%0.02%Q1 2023Q2 20246
JDM Financial Group LLC 660.01%0.01%0.01%Q1 2023Q2 20246
RITTER DANIHER FINANCIAL ADVISORY LLC 660.12%0.15%0.17%Q4 2020Q1 20226
Ruggaard & Associates LLC 660.27%0.31%0.36%Q1 2023Q2 20246
Vishria Bird Financial Group, LLC 663.29%3.80%4.42%Q4 2018Q1 20206
Concord Wealth Partners 330.00%0.00%0.00%Q4 2021Q2 20236
DEUTSCHE BANK AG\ 310.00%0.00%0.00%Q1 2018Q2 20216
Kernodle & Katon Asset Management Group, LLC 662.83%4.33%6.84%Q4 2015Q1 20176
Palouse Capital Management, Inc. 310.03%0.07%0.11%Q4 2020Q2 20246
Lighthouse Financial Advisors, Inc. 668.96%10.99%12.37%Q4 2019Q1 20216
Robbins Farley 660.07%0.08%0.11%Q1 2023Q2 20246
EWA, LLC 660.15%0.45%0.77%Q1 2023Q2 20246
Insight Wealth Strategies, LLC 660.07%2.01%3.06%Q4 2018Q1 20206
Gratus Capital, LLC 510.02%0.04%0.10%Q4 2015Q1 20226
GREENWOOD CAPITAL ASSOCIATES LLC 660.07%0.27%0.72%Q1 2014Q2 20156
Founders Financial Alliance, LLC 510.00%0.01%0.02%Q3 2020Q1 20226
Brio Consultants, LLC 660.40%0.87%1.32%Q4 2018Q1 20206
Focused Wealth Management, Inc 660.00%0.00%0.00%Q4 2020Q1 20226
Biltmore Family Office, LLC 420.02%0.04%0.09%Q4 2022Q2 20246
Vantage Financial Partners, LLC 663.00%3.21%3.36%Q1 2023Q2 20246
Crosspoint Capital Strategies, LLC 660.00%0.04%0.10%Q2 2014Q3 20156
D. SCOTT NEAL, INC. 660.00%0.31%0.60%Q4 2016Q1 20186
HENGEHOLD CAPITAL MANAGEMENT LLC 660.02%0.03%0.03%Q1 2023Q2 20246
SageView Advisory Group, LLC 510.03%0.05%0.10%Q4 2022Q2 20246
Silicon Valley Capital Partners 660.00%0.00%0.00%Q4 2022Q1 20246
Empower Advisory Group, LLC 660.00%0.00%0.00%Q1 2023Q2 20246
BIP Wealth, LLC 660.02%0.03%0.03%Q1 2023Q2 20246
CHOREO, LLC 660.04%0.08%0.25%Q1 2023Q2 20246
Berkshire Money Management, Inc. 550.00%0.04%0.05%Q1 2019Q1 20205
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 550.00%0.00%0.00%Q3 2018Q3 20195
Polaris Wealth Advisory Group, LLC 320.00%0.01%0.03%Q2 2017Q3 20185
Modera Wealth Management, LLC 550.36%0.41%0.45%Q2 2023Q2 20245
Alaska Wealth Advisors 550.00%0.00%0.00%Q1 2023Q1 20245
HT Partners LLC 550.13%10.30%13.14%Q4 2014Q4 20155
Delta Financial Group, Inc. 320.14%0.17%0.22%Q4 2022Q1 20245
Nalls Sherbakoff Group, LLC 410.02%0.02%0.02%Q4 2018Q4 20235
Evergreen Advisors, LLC 550.83%0.87%0.92%Q4 2018Q4 20195
Diversified, LLC 550.40%0.67%0.94%Q1 2022Q1 20235
Beacon Pointe Wealth Advisors, LLC 550.16%0.20%0.24%Q4 2018Q4 20195
Paulson Wealth Management Inc. 550.37%0.41%0.47%Q2 2023Q2 20245
Mendel Capital Management LLC 550.22%0.26%0.27%Q2 2023Q2 20245
Goldstein Advisors, LLC 550.05%0.05%0.05%Q2 2023Q2 20245
Pine Valley Investments Ltd Liability Co 550.07%0.08%0.09%Q2 2023Q2 20245
55I, LLC 550.01%0.01%0.02%Q2 2021Q2 20225
Segment Wealth Management, LLC 550.05%0.05%0.06%Q1 2019Q1 20205
WFG Advisors, LP 550.00%0.00%0.01%Q2 2013Q2 20145
UNIQUE WEALTH, LLC 550.07%0.09%0.11%Q2 2023Q2 20245
Transparent Wealth Partners LLC 410.85%0.89%0.98%Q4 2021Q1 20235
Cornerstone Planning Group LLC 550.00%0.00%0.00%Q2 2023Q2 20245
Falcon Wealth Planning 550.08%0.10%0.13%Q4 2020Q4 20215
OLD NATIONAL BANCORP /IN/ 550.01%0.01%0.01%Q2 2023Q2 20245
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 550.21%0.49%1.01%Q4 2017Q4 20185
FDx Advisors, Inc. 550.02%0.02%0.03%Q3 2017Q3 20185
TUCKER ASSET MANAGEMENT LLC 550.00%0.00%0.01%Q2 2023Q2 20245
SCOTIA CAPITAL INC. 320.00%0.00%0.00%Q3 2021Q2 20245
Atlantic Private Wealth, LLC 550.01%0.01%0.01%Q2 2023Q2 20245
Minot Wealth Management LLC 550.51%0.53%0.57%Q1 2021Q1 20225
REDMONT WEALTH ADVISORS LLC 550.38%0.40%0.43%Q4 2021Q4 20225
United Asset Strategies, Inc. 210.07%0.12%0.15%Q4 2016Q1 20195
Coppell Advisory Solutions LLC 310.00%0.00%0.00%Q4 2022Q2 20245
Stanford Investment Group, Inc. 550.12%0.15%0.18%Q4 2015Q4 20165
Betterment LLC 550.00%0.00%0.01%Q2 2023Q2 20245
Aspen Grove Capital, LLC 550.46%0.55%0.64%Q2 2023Q2 20245
INVESTMENT CENTERS OF AMERICA INC 550.09%0.10%0.11%Q3 2016Q3 20175
Strategic Asset Management, LLC 550.03%0.04%0.04%Q3 2021Q3 20225
Heirloom Wealth Management 550.12%0.38%1.04%Q4 2022Q4 20235
Life Planning Partners, Inc 410.01%0.01%0.01%Q4 2021Q4 20235
H&H Retirement Design & Management INC 550.16%0.34%0.49%Q4 2021Q4 20225
Values Added Financial LLC 550.60%0.62%0.65%Q2 2023Q2 20245
Crewe Advisors LLC 320.00%0.00%0.01%Q4 2017Q3 20195
QUANTUM CAPITAL MANAGEMENT 550.01%0.01%0.02%Q3 2019Q3 20205
Permanens Capital L.P. 550.01%0.02%0.02%Q1 2019Q1 20205
PFG Investments, LLC 550.02%0.04%0.07%Q2 2023Q2 20245
Knuff & Co LLC 550.00%0.00%0.00%Q4 2018Q4 20195
US FINANCIAL ADVISORS, LLC 320.03%0.57%1.02%Q4 2015Q1 20215
Global Wealth Strategies & Associates 550.02%0.02%0.02%Q2 2023Q2 20245
West Coast Financial LLC 550.04%0.04%0.06%Q2 2023Q2 20245
Argentus Capital Management, LLC 550.01%0.13%0.30%Q3 2015Q3 20165
Capital Wealth Planning, LLC 410.04%0.08%0.14%Q2 2017Q1 20205
VisionPoint Advisory Group, LLC 550.00%0.01%0.02%Q2 2023Q2 20245
Arcataur Capital Management LLC 551.38%1.46%1.51%Q2 2023Q2 20245
Heritage Trust Co 550.06%0.06%0.06%Q2 2023Q2 20245
Strategic Investment Solutions, Inc. /IL 550.05%0.10%0.21%Q4 2022Q4 20235
Benedetti & Gucer, Inc. 550.26%0.29%0.34%Q1 2021Q1 20225
ICA Group Wealth Management, LLC 320.00%0.00%0.01%Q4 2022Q1 20245
Bellecapital International Ltd. 550.06%0.07%0.08%Q1 2021Q1 20225
GoalVest Advisory LLC 110.00%0.00%0.01%Q4 2020Q3 20235
R. W. Roge & Company, Inc. 550.17%0.18%0.19%Q3 2020Q3 20215
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 5511.15%13.01%14.40%Q1 2020Q1 20215
Davis Capital Management 320.11%0.18%0.28%Q1 2020Q2 20245
BAILARD, INC. 550.03%0.05%0.10%Q2 2018Q2 20195
Cynosure Group, LLC 550.12%0.19%0.33%Q2 2023Q2 20245
Goodwin Investment Advisory 550.00%0.01%0.02%Q2 2021Q2 20225
Clearstead Trust, LLC 550.01%0.01%0.01%Q2 2023Q2 20245
Newbridge Financial Services Group, Inc. 550.01%0.01%0.01%Q3 2020Q3 20215
Gupta Wealth Management LLC 440.04%0.22%0.41%Q2 2015Q1 20164
Beacon Capital Management, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
Running Point Capital Advisors, LLC 440.22%0.24%0.27%Q4 2020Q3 20214
CNB Bank 440.01%0.01%0.01%Q1 2018Q4 20184
TMD & ASSOCIATES, INC 311.22%1.62%2.36%Q2 2018Q2 20194
Surevest, LLC 440.01%0.01%0.02%Q4 2021Q3 20224
Thrive Wealth Management, LLC 310.05%0.06%0.08%Q4 2021Q2 20244
SFMG, LLC 444.14%4.59%5.00%Q1 2019Q4 20194
Verdence Capital Advisors LLC 440.02%0.03%0.03%Q3 2023Q2 20244
Pinnacle Bancorp, Inc. 310.01%0.08%0.10%Q4 2018Q2 20244
Allegis Investment Advisors, LLC 440.20%0.26%0.30%Q4 2015Q3 20164
Golden State Wealth Management, LLC 310.00%0.00%0.01%Q1 2019Q1 20204
STEPHENS INC /AR/ 220.00%0.00%0.00%Q4 2021Q2 20244
Stokes Family Office, LLC 310.07%0.11%0.20%Q1 2022Q2 20244
Wealth Advisory Solutions, LLC 310.06%0.59%0.87%Q4 2019Q4 20204
RFG Advisory, LLC 440.01%0.01%0.01%Q3 2023Q2 20244
Envestnet Portfolio Solutions, Inc. 440.01%0.02%0.02%Q3 2023Q2 20244
Opes Wealth Management LLC 310.27%0.42%0.54%Q1 2019Q4 20224
Delphi Private Advisors LLC 210.11%0.20%0.42%Q4 2015Q3 20184
ORSER CAPITAL MANAGEMENT, LLC 440.10%0.15%0.17%Q2 2021Q1 20224
CALTON & ASSOCIATES, INC. 440.13%0.14%0.15%Q4 2017Q3 20184
Sonora Investment Management, LLC 310.00%0.00%0.01%Q3 2018Q3 20214
Summit Trail Advisors, LLC 210.01%0.08%0.22%Q1 2018Q2 20244
Fort Point Capital Partners LLC 440.06%0.09%0.10%Q3 2023Q2 20244
Trexquant Investment LP 110.01%0.02%0.05%Q1 2020Q2 20244
Barrington Strategic Wealth Management Group LLC 440.28%0.46%0.70%Q4 2016Q3 20174
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 440.00%0.00%0.00%Q1 2018Q4 20184
CARDIFF PARK ADVISORS, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
ASSOCIATED BANC-CORP 440.11%0.12%0.13%Q1 2020Q4 20204
KELLEHER FINANCIAL ADVISORS 310.09%0.33%1.03%Q2 2017Q2 20244
NBC SECURITIES, INC. 440.00%0.00%0.00%Q3 2023Q2 20244
Stillwater Investment Management, LLC 440.22%0.22%0.22%Q2 2022Q1 20234
Impact Partnership Wealth, LLC 440.00%0.02%0.03%Q2 2023Q1 20244
Independence Advisors, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
Flower City Capital 440.44%2.03%3.30%Q4 2021Q3 20224
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q1 20244
ACCURATE INVESTMENT SOLUTIONS, INC. 310.10%0.16%0.30%Q3 2016Q1 20184
Evernest Financial Advisors, LLC 310.20%0.27%0.44%Q4 2021Q2 20244
Freedman Financial Associates, Inc. 440.00%0.00%0.00%Q2 2021Q1 20224
AdvicePeriod, LLC 310.06%0.08%0.09%Q4 2017Q1 20194
D.A. DAVIDSON & CO. 310.00%0.00%0.01%Q4 2016Q4 20174
PANORAMIC INVESTMENT ADVISORS, LLC 311.06%1.11%1.19%Q4 2022Q1 20244
Horan Capital Advisors, LLC. 210.00%0.01%0.01%Q1 2019Q3 20204
Pensionmark Financial Group, LLC 220.04%0.10%0.23%Q4 2021Q2 20244
KEYBANK NATIONAL ASSOCIATION/OH 220.00%0.00%0.00%Q2 2023Q2 20244
Graypoint LLC 440.08%0.10%0.11%Q3 2023Q2 20244
CHARTIST INC /CA/ 440.19%0.32%0.49%Q2 2021Q1 20224
Stratos Wealth Partners, LTD. 210.00%0.01%0.02%Q4 2016Q3 20184
PARK AVENUE SECURITIES LLC 440.01%0.01%0.01%Q1 2021Q4 20214
Salomon & Ludwin, LLC 440.00%0.01%0.01%Q3 2023Q2 20244
COMERICA BANK 440.00%0.00%0.00%Q3 2023Q2 20244
Waterloo Capital, L.P. 440.03%0.12%0.20%Q1 2023Q4 20234
ACCESS FINANCIAL SERVICES, INC. 441.91%2.26%2.79%Q3 2018Q2 20194
Jacobus Wealth Management, Inc. 440.06%0.07%0.07%Q4 2016Q3 20174
Householder Group Estate & Retirement Specialist, LLC 440.01%0.01%0.01%Q3 2023Q2 20244
CBIZ Investment Advisory Services, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
Westend Capital Management, LLC 440.07%0.08%0.08%Q3 2014Q2 20154
Shorepoint Capital Partners LLC 441.32%1.38%1.46%Q1 2019Q4 20194
AHL INVESTMENT MANAGEMENT, INC. 440.31%0.34%0.37%Q4 2021Q3 20224
BOKF, NA 310.00%0.00%0.00%Q3 2017Q2 20244
Timber Hill LLC 310.00%0.00%0.01%Q2 2015Q1 20174
Liberty Capital Management, Inc. 310.05%0.06%0.07%Q3 2017Q2 20244
Rehmann Capital Advisory Group 220.00%0.00%0.01%Q2 2018Q2 20194
Lee Financial Group Hawaii, Inc. 442.58%2.60%2.62%Q4 2017Q3 20184
DIXON HUBARD FEINOUR & BROWN INC/VA 331.32%1.65%1.84%Q4 2021Q2 20223
STEVENS CAPITAL PARTNERS 210.13%0.15%0.17%Q2 2023Q1 20243
AMERICAN FINANCIAL & TAX STRATEGIES INC 330.12%0.14%0.19%Q4 2023Q2 20243
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q2 2016Q4 20183
Rise Advisors, LLC 330.00%0.00%0.01%Q4 2023Q2 20243
SUNTRUST BANKS INC 330.00%0.00%0.00%Q1 2019Q3 20193
TWO SIGMA SECURITIES, LLC 210.01%0.01%0.01%Q4 2021Q1 20233
Trust Point Inc. 331.37%1.38%1.38%Q4 2023Q2 20243
ROVIN CAPITAL /UT/ /ADV 330.23%3.75%10.79%Q4 2019Q2 20203
SUMMIT SECURITIES GROUP LLC 110.00%0.00%0.00%Q3 2014Q4 20223
Wealth Group Ltd 330.86%0.89%0.91%Q4 2023Q2 20243
Baystate Wealth Management LLC 330.00%0.00%0.01%Q2 2017Q4 20173
ARK & TLK INVESTMENTS, LLC 330.45%0.47%0.50%Q4 2023Q2 20243
MidWestOne Financial Group, Inc. 330.10%0.14%0.17%Q2 2019Q4 20193
FSA Advisors, Inc. 330.22%0.24%0.28%Q4 2023Q2 20243
Holistic Planning, LLC 330.21%0.81%1.12%Q4 2023Q2 20243
Christensen, King & Associates Investment Services, Inc. 334.61%4.75%4.89%Q4 2023Q2 20243
OneAscent Financial Services LLC 330.57%0.78%1.17%Q3 2023Q1 20243
Colony Group, LLC 330.00%0.01%0.01%Q4 2023Q2 20243
Cooksen Wealth, LLC 330.64%0.70%0.73%Q4 2023Q2 20243
HIGHLAND CAPITAL MANAGEMENT, LLC 210.00%0.01%0.01%Q2 2015Q2 20243
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2021Q2 20243
NATIONAL PLANNING CORP 330.06%0.17%0.37%Q2 2017Q4 20173
American Financial Advisors, LLC 330.03%0.03%0.04%Q4 2023Q2 20243
NAPATREE CAPITAL LLC 332.12%2.21%2.28%Q4 2023Q2 20243
Long Island Wealth Management, Inc. 330.51%0.53%0.55%Q4 2023Q2 20243
BTR CAPITAL MANAGEMENT INC 210.04%0.04%0.05%Q1 2015Q3 20183
FF Advisors,LLC 330.83%0.86%0.89%Q4 2023Q2 20243
TimeScale Financial, Inc. 330.00%0.00%0.00%Q2 2019Q4 20193
Trek Financial, LLC 330.04%0.05%0.07%Q4 2018Q2 20193
Lowe Wealth Advisors, LLC 330.02%0.03%0.03%Q4 2023Q2 20243
Moss Adams Wealth Advisors LLC 210.00%0.00%0.00%Q4 2022Q3 20233
ARGENT CAPITAL MANAGEMENT LLC 110.01%0.04%0.09%Q2 2022Q4 20233
Richardson Capital Management LLC 3310.03%12.23%15.57%Q4 2023Q2 20243
Norway Savings Bank 330.14%0.14%0.14%Q2 2017Q4 20173
Sachetta, LLC 330.35%0.37%0.38%Q4 2023Q2 20243
Smart Portfolios, LLC 330.27%0.38%0.48%Q4 2023Q2 20243
Financial Freedom, LLC 330.03%0.04%0.04%Q4 2022Q2 20233
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 3312.01%12.79%13.32%Q2 2019Q4 20193
ORG Partners LLC 110.01%0.02%0.02%Q2 2023Q2 20243
Mariner Wealth Advisors-Madison, LLC 331.24%1.43%1.57%Q1 2013Q3 20133
TOWNSQUARE CAPITAL LLC 330.00%0.10%0.14%Q4 2023Q2 20243
Evolution Advisers, Inc. 330.06%0.07%0.07%Q4 2023Q2 20243
MKD WEALTH COACHES, LLC 330.01%0.01%0.03%Q4 2018Q2 20193
Madison Park Capital Advisors, LLC 331.52%1.57%1.59%Q4 2023Q2 20243
RITHOLTZ WEALTH MANAGEMENT 210.01%0.02%0.03%Q3 2019Q2 20233
Main Street Group, LTD 330.01%0.01%0.01%Q4 2023Q2 20243
Realta Investment Advisors 330.03%0.04%0.04%Q2 2019Q4 20193
POM Investment Strategies, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Savvy Advisors, Inc. 330.20%0.44%0.74%Q4 2023Q2 20243
Breed's Hill Capital LLC 332.24%2.35%2.43%Q4 2023Q2 20243
Planning Capital Management Corp 330.66%0.73%0.81%Q4 2023Q2 20243
PRINCIPAL SECURITIES, INC. 330.02%0.02%0.02%Q4 2023Q2 20243
Guidant Wealth Advisors 330.09%0.09%0.09%Q1 2019Q3 20193
VOISARD ASSET MANAGEMENT GROUP, INC. 333.24%3.52%3.78%Q4 2023Q2 20243
Transamerica Financial Advisors, Inc. 210.00%0.03%0.08%Q1 2015Q2 20193
Clayton Financial Group LLC 330.89%0.99%1.18%Q4 2023Q2 20243
BUSH INVESTMENT GROUP, LLC 338.53%8.76%9.13%Q4 2023Q2 20243
Doyle Wealth Management 110.00%0.01%0.02%Q4 2018Q2 20223
SNS Financial Group, LLC 330.04%0.04%0.05%Q2 2019Q4 20193
BNP PARIBAS FINANCIAL MARKETS 210.00%0.00%0.00%Q4 2021Q1 20243
Revisor Wealth Management LLC 210.25%0.28%0.30%Q1 2023Q4 20233
Fortune Financial Advisors, LLC 330.22%0.24%0.25%Q2 2023Q4 20233
CAP Partners, LLC 330.63%0.71%0.76%Q4 2023Q2 20243
Advocacy Wealth Management Services, LLC 332.55%2.68%2.82%Q4 2023Q2 20243
Princeton Portfolio Strategies Group LLC 330.08%0.09%0.09%Q3 2016Q1 20173
Apollon Financial, LLC 331.11%1.21%1.30%Q4 2023Q2 20243
CHEMICAL BANK 330.03%0.04%0.04%Q4 2018Q2 20193
Mach-1 Financial Group, LLC 210.00%0.02%0.04%Q2 2022Q1 20233
tru Independence LLC 110.01%0.21%0.34%Q4 2019Q1 20213
JBR Co Financial Management Inc 330.48%0.57%0.66%Q4 2023Q2 20243
BALANCED WEALTH GROUP LLC 331.49%1.56%1.60%Q4 2023Q2 20243
Charter Oak Capital Management, LLC 330.00%0.01%0.01%Q4 2021Q2 20223
MeadowBrook Investment Advisors LLC 330.33%0.35%0.36%Q4 2023Q2 20243
DELTA ASSET MANAGEMENT LLC/TN 210.00%0.00%0.00%Q1 2020Q2 20233
Clarity Capital Advisors, LLC 330.21%0.22%0.22%Q4 2023Q2 20243
Strategic Wealth Partners Group, LLC 210.02%0.16%0.39%Q1 2018Q4 20193
TIAA, FSB 210.00%0.00%0.00%Q2 2022Q1 20233
Glacier Peak Capital LLC 330.21%0.56%1.11%Q1 2019Q3 20193
Morton Brown Family Wealth, LLC 330.03%0.03%0.03%Q4 2023Q2 20243
BlueChip Wealth Advisors LLC 330.50%0.56%0.59%Q4 2023Q2 20243
NTB Financial Corp 330.87%0.93%0.97%Q4 2021Q2 20223
Treybourne Wealth Planners, Inc. 330.20%0.20%0.21%Q4 2020Q2 20213
Ridgewood Investments LLC 210.01%0.01%0.01%Q1 2023Q2 20243
Robertson Stephens Wealth Management, LLC 330.02%0.03%0.03%Q3 2022Q1 20233
BURKETT FINANCIAL SERVICES, LLC 331.21%1.28%1.34%Q4 2023Q2 20243
Steele Capital Management, Inc. 330.22%0.23%0.24%Q4 2023Q2 20243
REGENTATLANTIC CAPITAL LLC 330.02%0.03%0.05%Q1 2022Q3 20223
DecisionPoint Financial, LLC 330.07%0.07%0.08%Q4 2023Q2 20243
Squire Investment Management Company, LLC 330.31%0.33%0.34%Q4 2023Q2 20243
LifePlan Financial, LLC 330.56%0.57%0.58%Q4 2023Q2 20243
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.00%0.00%0.00%Q4 2017Q3 20183
Pathstone Holdings, LLC 330.00%0.00%0.01%Q4 2023Q2 20243
Atlantic Edge Private Wealth Management, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Hamilton Capital, LLC 330.03%0.03%0.03%Q4 2023Q2 20243
Corbenic Partners LLC 210.00%0.00%0.00%Q4 2019Q1 20213
NBT BANK N A /NY 330.03%0.04%0.05%Q4 2023Q2 20243
Allegiant Private Advisors, LLC 330.06%0.17%0.26%Q4 2020Q2 20213
Argent Wealth Management LLC 330.27%0.35%0.41%Q4 2019Q2 20203
Clear Point Advisors Inc. 330.73%0.80%0.88%Q4 2023Q2 20243
Embree Financial Group 330.23%0.24%0.24%Q4 2023Q2 20243
BREITER CAPITAL MANAGEMENT INC 210.26%0.47%0.59%Q3 2018Q3 20193
Carnick & Kubik, LLC 330.51%0.86%1.07%Q3 2015Q1 20163
Yorktown Management & Research Co Inc 330.17%0.29%0.38%Q4 2016Q2 20173
Fairman Group, LLC 330.11%0.14%0.16%Q4 2023Q2 20243
WOLVERINE TRADING, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Altium Wealth Management LLC 330.04%0.07%0.12%Q1 2018Q3 20183
Merit Financial Group, LLC 330.02%0.03%0.03%Q2 2022Q4 20223
Schaeffer Financial LLC 338.85%8.96%9.07%Q4 2023Q2 20243
WESPAC Advisors SoCal, LLC 330.01%0.01%0.01%Q3 2018Q1 20193
FIRST MANHATTAN CO. LLC. 210.00%0.00%0.00%Q1 2017Q1 20243
HORAN CAPITAL MANAGEMENT 330.02%0.02%0.02%Q1 2019Q3 20193
Vigilant Capital Management, LLC 110.00%0.00%0.01%Q2 2015Q1 20213
PRW Wealth Management LLC 210.01%0.03%0.07%Q4 2018Q2 20213
International Private Wealth Advisors LLC 330.41%0.67%0.87%Q4 2023Q2 20243
Ashton Thomas Private Wealth, LLC 110.00%0.04%0.08%Q4 2019Q2 20242
Cascade Financial Partners, LLC 220.11%0.12%0.12%Q1 2024Q2 20242
TFO Wealth Partners, LLC 220.05%0.06%0.06%Q4 2021Q1 20222
Verity & Verity, LLC 220.03%0.05%0.07%Q1 2024Q2 20242
Perissos Private Wealth Management, LLC 220.39%0.47%0.55%Q1 2024Q2 20242
BOSTON FINANCIAL MANGEMENT LLC 220.01%0.01%0.02%Q4 2019Q1 20202
CreativeOne Wealth, LLC 220.01%0.02%0.02%Q1 2022Q2 20222
Capital One Investing, Inc. 220.06%0.08%0.10%Q2 2019Q3 20192
BROWN WEALTH MANAGEMENT, LLC 223.26%3.30%3.33%Q1 2024Q2 20242
THOMPSON DAVIS & CO., INC. 220.01%0.01%0.01%Q2 2018Q3 20182
QUEST CAPITAL MANAGEMENT INC /ADV 110.07%0.22%0.38%Q2 2021Q4 20212
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
Fiduciary Alliance LLC 110.00%0.01%0.02%Q4 2022Q2 20232
Checchi Capital Advisers, LLC 110.02%0.03%0.04%Q4 2020Q4 20212
Cornerstone Wealth Group, LLC 220.16%0.17%0.18%Q1 2024Q2 20242
BNC WEALTH MANAGEMENT, LLC 220.11%0.12%0.12%Q4 2021Q1 20222
One Charles Private Wealth Services, LLC 220.75%0.83%0.91%Q4 2019Q1 20202
Parisi Gray Wealth Management 220.01%0.01%0.01%Q4 2018Q1 20192
KMS FINANCIAL SERVICES, INC 220.04%0.04%0.04%Q2 2014Q3 20142
PALLADIUM PARTNERS LLC 220.00%0.00%0.00%Q2 2013Q3 20132
WealthBridge Capital Management, LLC 220.03%0.03%0.04%Q4 2018Q1 20192
Ford Financial Group, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
Valued Wealth Advisors LLC 220.00%0.01%0.02%Q4 2023Q1 20242
Empirical Finance, LLC 221.49%1.70%1.92%Q2 2018Q3 20182
Level Financial Advisors 220.00%0.00%0.00%Q4 2021Q1 20222
Arista Wealth Management, LLC 220.16%0.33%0.50%Q1 2024Q2 20242
LGT Financial Advisors LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Carmel Capital Partners, LLC 220.08%0.09%0.09%Q1 2023Q2 20232
Baltimore-Washington Financial Advisors, Inc. 110.14%0.20%0.26%Q1 2022Q3 20222
Field & Main Bank 220.00%0.00%0.00%Q4 2022Q1 20232
EVERGREEN CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q3 2023Q1 20242
Capital Analysts, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
PATRICK M SWEENEY & ASSOCIATES, INC 220.18%0.18%0.18%Q1 2024Q2 20242
Unified Trust Company, N.A. 220.08%0.08%0.08%Q2 2021Q3 20212
OXFORD FINANCIAL GROUP, LTD. LLC 220.10%0.10%0.10%Q3 2023Q4 20232
Anfield Capital Management, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Arbor Wealth Management, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Granite Bay Wealth Management, LLC 220.01%0.01%0.01%Q3 2023Q4 20232
STANCORP INVESTMENT ADVISERS INC 220.01%0.01%0.02%Q4 2014Q1 20152
Versant Capital Management, Inc 220.00%0.00%0.00%Q1 2019Q2 20192
Leeward Financial Partners, LLC 220.22%0.22%0.23%Q4 2023Q1 20242
FIRST FOUNDATION ADVISORS 110.03%0.03%0.04%Q1 2022Q3 20232
Central Pacific Bank - Trust Division 220.00%0.00%0.00%Q1 2024Q2 20242
Arete Wealth Advisors, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Waverly Advisors, LLC 220.24%0.26%0.27%Q1 2024Q2 20242
Breakwater Investment Management 220.03%0.03%0.03%Q1 2024Q2 20242
Ethos Financial Group, LLC 220.49%0.51%0.54%Q1 2023Q2 20232
AQR Capital Management 220.01%0.01%0.01%Q1 2024Q2 20242
Better Money Decisions, LLC 220.16%0.16%0.17%Q1 2024Q2 20242
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
OLD MISSION CAPITAL LLC 220.04%0.06%0.08%Q1 2021Q2 20212
Blackhawk Capital Partners LLC. 110.00%0.00%0.00%Q4 2017Q2 20182
COLUMBIA ADVISORY PARTNERS LLC 220.24%0.24%0.25%Q4 2021Q1 20222
SVB WEALTH LLC 220.02%0.02%0.02%Q4 2022Q1 20232
SADOFF INVESTMENT MANAGEMENT LLC 220.03%0.04%0.05%Q3 2020Q4 20202
DAGCO, INC. 220.01%0.01%0.01%Q1 2024Q2 20242
SouthState Corp 220.00%0.00%0.00%Q4 2022Q1 20232
Red Mountain Financial, LLC 110.94%1.08%1.21%Q4 2023Q2 20242
Diversify Advisory Services, LLC 220.02%0.02%0.02%Q1 2024Q2 20242
Wallington Asset Management, LLC 220.00%0.00%0.00%Q1 2014Q2 20142
West Financial Advisors, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
CAMBRIDGE TRUST CO 220.00%0.00%0.00%Q4 2022Q1 20232
Foundations Investment Advisors, LLC 110.01%0.01%0.01%Q3 2023Q2 20242
WT Wealth Management 220.36%0.37%0.39%Q4 2022Q1 20232
EnRich Financial Partners LLC 220.03%0.03%0.03%Q1 2024Q2 20242
Truadvice, LLC 220.04%0.14%0.23%Q2 2021Q3 20212
Clear Rock Advisors, LLC 221.83%1.92%2.01%Q4 2023Q1 20242
Strategic Equity Management 220.17%0.26%0.34%Q1 2024Q2 20242
CULLEN/FROST BANKERS, INC. 220.01%0.01%0.01%Q3 2023Q4 20232
Merriman Wealth Management, LLC 220.98%1.00%1.02%Q1 2019Q2 20192
GeoWealth Management, LLC 110.01%0.02%0.03%Q3 2023Q1 20242
DRW Securities, LLC 110.07%0.12%0.17%Q2 2013Q1 20142
Ciovacco Capital Management LLC 223.47%4.28%5.08%Q4 2020Q1 20212
MISSION WEALTH MANAGEMENT, LP 220.01%0.01%0.02%Q1 2024Q2 20242
Fulcrum Capital LLC 220.37%0.45%0.53%Q3 2021Q4 20212
Private Portfolio Partners LLC 220.22%0.27%0.32%Q1 2019Q2 20192
FOUNDERS FINANCIAL SECURITIES LLC 110.02%0.42%0.81%Q3 2019Q2 20242
Peloton Wealth Strategists 110.11%0.12%0.13%Q4 2019Q4 20202
TCG Advisors, LP 220.00%0.00%0.00%Q1 2019Q2 20192
KINGS POINT CAPITAL MANAGEMENT 220.02%0.02%0.02%Q4 2021Q1 20222
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.00%0.13%0.27%Q3 2023Q2 20242
WealthPLAN Partners, LLC 220.00%0.00%0.01%Q1 2023Q2 20232
Quantum Capital Management, LLC / NJ 220.00%0.00%0.00%Q3 2019Q4 20192
GREAT LAKES ADVISORS, LLC 220.01%0.01%0.01%Q2 2021Q3 20212
Cassady Schiller Wealth Management, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
AVALON CAPITAL MANAGEMENT 220.86%1.20%1.55%Q1 2015Q2 20152
FSM Wealth Advisors, LLC 220.08%0.09%0.09%Q1 2024Q2 20242
Clarkston Capital Partners, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Genesee Capital Advisors, LLC 220.86%0.94%1.02%Q4 2018Q1 20192
Danda Trouve Investment Management, Inc. 220.01%0.01%0.01%Q4 2019Q1 20202
CX Institutional 110.05%0.11%0.16%Q1 2023Q3 20232
KPP Advisory Services LLC 110.08%0.08%0.08%Q3 2023Q1 20242
KINGSWOOD WEALTH ADVISORS, LLC 110.10%0.18%0.26%Q4 2023Q2 20242
COMERICA SECURITIES INC 220.09%0.09%0.10%Q3 2018Q4 20182
Grey Fox Wealth Advisors, LLC 220.03%0.03%0.04%Q4 2022Q1 20232
Virtu KCG Holdings LLC 110.00%0.01%0.01%Q3 2013Q1 20162
LIBERTY WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2021Q3 20212
WealthStone, Inc. 220.08%0.09%0.10%Q4 2020Q1 20212
Castle Rock Wealth Management, LLC 220.40%0.42%0.44%Q3 2019Q4 20192
CAROLINAS WEALTH CONSULTING LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Indiana Trust & Investment Management Co 220.02%0.02%0.02%Q3 2023Q4 20232
GSB Wealth Management, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
Old North State Trust, LLC 220.03%0.03%0.03%Q1 2019Q2 20192
Nova R Wealth, Inc. 220.23%0.37%0.50%Q1 2024Q2 20242
SignalPoint Asset Management, LLC 220.14%0.17%0.19%Q3 2019Q4 20192
Fisher Asset Management, LLC 110.00%0.00%0.00%Q4 2021Q1 20242
Zions Bancorporation 220.00%0.00%0.00%Q4 2015Q1 20162
Bellwether Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
&PARTNERS 220.01%0.03%0.04%Q1 2024Q2 20242
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 110.00%0.05%0.10%Q1 2018Q4 20192
Lavaca Capital LLC 220.04%0.04%0.04%Q4 2018Q1 20192
WEALTHFRONT Corp 220.00%0.00%0.00%Q2 2015Q3 20152
Y-Intercept (Hong Kong) Ltd 110.02%0.04%0.06%Q2 2021Q3 20222
BOSTON MOUNTAIN MONEY MANAGEMENT INC 221.49%1.58%1.68%Q1 2024Q2 20242
TOTAL INVESTMENT MANAGEMENT INC 110.03%0.03%0.03%Q4 2021Q4 20211
PACES FERRY WEALTH ADVISORS, LLC 110.07%0.07%0.07%Q3 2020Q3 20201
CapWealth Advisors, LLC 110.05%0.05%0.05%Q3 2018Q3 20181
COMMERCE BANK 110.01%0.01%0.01%Q2 2024Q2 20241
Cutter & CO Brokerage, Inc. 110.08%0.08%0.08%Q3 2018Q3 20181
Pinnacle Wealth Advisors 110.01%0.01%0.01%Q2 2021Q2 20211
Catamount Wealth Management 110.01%0.01%0.01%Q1 2017Q1 20171
NovaPoint Capital, LLC 110.64%0.64%0.64%Q4 2019Q4 20191
Abich Financial Wealth Management LLC 110.04%0.04%0.04%Q1 2024Q1 20241
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q2 2024Q2 20241
STUDIO INVESTMENT MANAGEMENT LLC 110.01%0.01%0.01%Q2 2024Q2 20241
BAIRD ROBERT W & CO INC /WI/ 110.00%0.00%0.00%Q4 2014Q4 20141
MRA Associates USA LLC 110.20%0.20%0.20%Q3 2019Q3 20191
EdgeRock Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
KLINGENSTEIN FIELDS & CO LP 110.08%0.08%0.08%Q3 2020Q3 20201
Annapolis Financial Services, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
STANSBERRY ASSET MANAGEMENT, LLC 110.05%0.05%0.05%Q2 2022Q2 20221
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q2 2024Q2 20241
Karp Capital Management Corp 110.01%0.01%0.01%Q4 2014Q4 20141
BECKER CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q1 2023Q1 20231
B&D White Capital Company, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Wealth CMT 110.00%0.00%0.00%Q1 2023Q1 20231
SteelPeak Wealth, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Fairpointe Capital LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Claraphi Advisory Network, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
TCTC Holdings, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Buffington Mohr McNeal 110.03%0.03%0.03%Q1 2019Q1 20191
Idaho Trust Bank 110.35%0.35%0.35%Q1 2024Q1 20241
JOYN Advisors, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
Trutina Financial LLC 110.02%0.02%0.02%Q1 2014Q1 20141
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 110.04%0.04%0.04%Q2 2024Q2 20241
D. E. Shaw & Co., Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
Calamos Wealth Management LLC 110.02%0.02%0.02%Q2 2024Q2 20241
Imprint Wealth LLC 110.23%0.23%0.23%Q1 2024Q1 20241
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.05%0.05%0.05%Q2 2021Q2 20211
PrairieView Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Lifeworks Advisors, LLC 110.17%0.17%0.17%Q4 2021Q4 20211
Claybrook Capital, LLC 110.17%0.17%0.17%Q2 2021Q2 20211
Pineridge Advisors LLC 111.11%1.11%1.11%Q2 2024Q2 20241
Greenhouse Wealth Management, LLC 110.12%0.12%0.12%Q4 2020Q4 20201
GFS Private Wealth, LLC 117.31%7.31%7.31%Q4 2017Q4 20171
Aston Asset Management, LLC 110.15%0.15%0.15%Q4 2015Q4 20151
Ascension Asset Management LLC 110.31%0.31%0.31%Q4 2020Q4 20201
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Endurance Wealth Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Personal Wealth Partners 110.00%0.00%0.00%Q3 2019Q3 20191
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Financial Consulate Inc. 115.98%5.98%5.98%Q2 2021Q2 20211
Pointe Capital Management LLC 110.48%0.48%0.48%Q4 2016Q4 20161
RGT Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
BEACON FINANCIAL GROUP 110.02%0.02%0.02%Q4 2023Q4 20231
Rinkey Investments 110.01%0.01%0.01%Q4 2021Q4 20211
MITCHELL SINKLER & STARR/PA 110.06%0.06%0.06%Q4 2023Q4 20231
Caitlin John, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Reby Advisors, LLC 1110.46%10.46%10.46%Q4 2020Q4 20201
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q3 2019Q3 20191
Bordeaux Wealth Advisors LLC 110.14%0.14%0.14%Q1 2023Q1 20231
FRG Family Wealth Advisors LLC 110.00%0.00%0.00%Q1 2024Q1 20241
VICTORY FINANCIAL GROUP, LLC 110.13%0.13%0.13%Q1 2024Q1 20241
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Eidelman Virant Capital 110.11%0.11%0.11%Q3 2016Q3 20161
Shilanski & Associates, Inc. 110.41%0.41%0.41%Q3 2022Q3 20221
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Atomi Financial Group, Inc. 110.07%0.07%0.07%Q2 2024Q2 20241
STABLEFORD CAPITAL II LLC 112.29%2.29%2.29%Q1 2023Q1 20231
Apella Capital, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
CABANA LLC 110.00%0.00%0.00%Q2 2020Q2 20201
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q2 2015Q2 20151
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q4 2020Q4 20201
FIRST CITIZENS BANK & TRUST CO 110.00%0.00%0.00%Q4 2023Q4 20231
Portfolio Solutions, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
RAY GERALD L & ASSOCIATES LTD 110.07%0.07%0.07%Q3 2017Q3 20171
Sage Mountain Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Horst & Graben Wealth Management LLC 110.04%0.04%0.04%Q2 2024Q2 20241
MorganRosel Wealth Management, LLC 112.22%2.22%2.22%Q4 2018Q4 20181
CATALYST PRIVATE WEALTH, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
FREEDOM WEALTH ALLIANCE, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Hayden Royal, LLC 110.32%0.32%0.32%Q4 2018Q4 20181
Gryphon Financial Partners LLC 110.04%0.04%0.04%Q2 2024Q2 20241
CFS Investment Advisory Services, LLC 115.77%5.77%5.77%Q2 2021Q2 20211
FOCUS FINANCIAL NETWORK INC /ADV 110.48%0.48%0.48%Q4 2023Q4 20231
WR Wealth Planners, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Bowman & Co S.C. 110.33%0.33%0.33%Q3 2022Q3 20221
Paradigm Financial Advisors, LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Grant Street Asset Management, Inc. 110.03%0.03%0.03%Q1 2021Q1 20211
Windsor Advisory Group, LLC 115.68%5.68%5.68%Q2 2024Q2 20241
WOODMONT INVESTMENT COUNSEL LLC 110.00%0.00%0.00%Q1 2024Q1 20241
PAYDEN & RYGEL INVESTMENT GROUP 110.01%0.01%0.01%Q3 2023Q3 20231
Financial Network Wealth Advisors LLC 110.00%0.00%0.00%Q2 2024Q2 20241
MA Private Wealth 110.09%0.09%0.09%Q4 2019Q4 20191
WoodTrust Financial Corp 110.04%0.04%0.04%Q4 2023Q4 20231
Financial Advantage, Inc. 110.08%0.08%0.08%Q3 2019Q3 20191
Semmax Financial Advisors Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Lloyd Advisory Services, LLC. 110.00%0.00%0.00%Q1 2022Q1 20221
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Santori & Peters, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Cardan Capital Partners, LLC 111.24%1.24%1.24%Q1 2017Q1 20171
Annis Gardner Whiting Capital Advisors, LLC 110.16%0.16%0.16%Q2 2024Q2 20241
Lionsbridge Wealth Management LLC 111.65%1.65%1.65%Q4 2019Q4 20191
Permit Capital Advisors, LLC 110.72%0.72%0.72%Q1 2022Q1 20221
TPG Advisors LLC 110.50%0.50%0.50%Q2 2024Q2 20241
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
LCNB CORP 110.08%0.08%0.08%Q1 2024Q1 20241
Landmark Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Inspire Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Oder Investment Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Bridgeworth, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Choate Investment Advisors 110.01%0.01%0.01%Q2 2024Q2 20241
SkyOak Wealth, LLC 110.10%0.10%0.10%Q2 2020Q2 20201
Quadcap Wealth Management, LLC 110.35%0.35%0.35%Q2 2024Q2 20241
Total Clarity Wealth Management, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Fairfield Financial Advisors, LTD 110.00%0.00%0.00%Q2 2024Q2 20241
FIDUCIENT ADVISORS LLC 110.45%0.45%0.45%Q1 2024Q1 20241
Camarda Financial Advisors, LLC 110.02%0.02%0.02%Q4 2014Q4 20141
DWM Financial Group, Inc. 110.42%0.42%0.42%Q4 2019Q4 20191
WestHill Financial Advisors, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Comprehensive Financial Consultants Institutional, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Aries Wealth Management 115.81%5.81%5.81%Q1 2022Q1 20221
COWA, LLC 110.05%0.05%0.05%Q3 2022Q3 20221
CKW FINANCIAL GROUP 110.01%0.01%0.01%Q2 2021Q2 20211
Principle Wealth Partners LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Goodman Financial Corp 110.09%0.09%0.09%Q4 2019Q4 20191
Strategic Financial Concepts, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.01%0.01%0.01%Q2 2013Q2 20131
Winthrop Capital Management, LLC 110.61%0.61%0.61%Q4 2023Q4 20231
Heritage Wealth Partners, LLC 110.56%0.56%0.56%Q2 2024Q2 20241
Syntrinsic LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Kessler Investment Group, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
NATIXIS ADVISORS, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Global Assets Advisory, LLC 110.01%0.01%0.01%Q1 2024Q1 20241
Trinity Financial Advisors LLC 110.24%0.24%0.24%Q1 2022Q1 20221
City State Bank 110.00%0.00%0.00%Q2 2023Q2 20231
EARNEST PARTNERS LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Mosaic Family Wealth, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Essex Savings Bank 110.02%0.02%0.02%Q2 2019Q2 20191
ACUTE INVESTMENT ADVISORY, LLC 110.25%0.25%0.25%Q4 2021Q4 20211
Horizon Investments, LLC 112.81%2.81%2.81%Q3 2019Q3 20191
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Financial Gravity Asset Management, Inc. 110.01%0.01%0.01%Q2 2024Q2 20241
DeDora Capital, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
TMD Wealth Management, LLC 110.11%0.11%0.11%Q1 2021Q1 20211
PNC Managed Account Solutions, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Maia Wealth LLC 110.14%0.14%0.14%Q2 2024Q2 20241
Strategic Blueprint, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Fortis Capital Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
MGO Private Wealth, LLC 110.18%0.18%0.18%Q1 2023Q1 20231
BASSO CAPITAL MANAGEMENT, L.P. 110.01%0.01%0.01%Q2 2023Q2 20231
Foster Group, Inc. 110.01%0.01%0.01%Q1 2024Q1 20241
Davidson Capital Management Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Gilbert & Cook, Inc. 110.22%0.22%0.22%Q2 2022Q2 20221
PSI Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Lindenwold Advisors, INC 110.53%0.53%0.53%Q4 2023Q4 20231
MTM Investment Management, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Jacobi Capital Management LLC 110.31%0.31%0.31%Q2 2024Q2 20241
Bruce G. Allen Investments, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
JEPPSON WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Oak Asset Management, LLC 113.03%3.03%3.03%Q2 2022Q2 20221
KANALY TRUST CO 110.00%0.00%0.00%Q4 2016Q4 20161
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Vawter Financial, Ltd. 110.15%0.15%0.15%Q1 2024Q1 20241
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Cordasco Financial Network 110.00%0.00%0.00%Q2 2022Q2 20221
BECK MACK & OLIVER LLC 110.01%0.01%0.01%Q2 2024Q2 20241
PACIFIC FINANCIAL GROUP INC 112.11%2.11%2.11%Q4 2018Q4 20181
PFS INVESTMENTS INC. 111.18%1.18%1.18%Q3 2019Q3 20191
Fusion Capital, LLC 110.20%0.20%0.20%Q4 2019Q4 20191
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
McElhenny Sheffield Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Saxony Capital Management, LLC 110.29%0.29%0.29%Q1 2024Q1 20241
Hershey Financial Advisers, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Evanson Asset Management, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
Winch Advisory Services, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Independent Wealth Network Inc. 110.12%0.12%0.12%Q4 2021Q4 20211
ROTHSCHILD INVESTMENT LLC 110.00%0.00%0.00%Q2 2024Q2 20241
WEALTH MANAGEMENT RESOURCES, INC. 110.15%0.15%0.15%Q4 2021Q4 20211
CAPITAL ONE, NATIONAL ASSOCIATION 110.45%0.45%0.45%Q4 2019Q4 20191
Portside Wealth Group, LLC 110.08%0.08%0.08%Q2 2024Q2 20241
MARINO, STRAM & ASSOCIATES LLC 110.99%0.99%0.99%Q2 2021Q2 20211
Ackerman Capital Advisors, LLC 110.07%0.07%0.07%Q4 2019Q4 20191
Able Wealth Management LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Tennessee Valley Asset Management Partners 110.00%0.00%0.00%Q4 2023Q4 20231
Palisade Asset Management, LLC 110.03%0.03%0.03%Q4 2023Q4 20231
Strategic Wealth Investment Group, LLC 110.21%0.21%0.21%Q2 2022Q2 20221
Cedar Mountain Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
External links

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