SCHWAB STRATEGIC TR shareholder history

Current and past SCHWAB STRATEGIC TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 3450.00%0.00%0.00%Q4 2013Q3 202369
Cutler Group LLC / CA 1810.00%0.00%0.01%Q4 2015Q2 202351
CONDOR CAPITAL MANAGEMENT 42420.13%0.40%0.66%Q2 2013Q3 202342
Madden Advisory Services, Inc. 42420.80%2.42%3.91%Q2 2013Q3 202342
BLB&B Advisors, LLC 42420.26%3.44%7.60%Q2 2013Q3 202342
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 42420.45%0.95%1.31%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.04%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.02%0.13%0.31%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.02%0.09%0.18%Q2 2013Q3 202342
ALESCO ADVISORS LLC 42420.03%0.07%0.12%Q2 2013Q3 202342
PLANNING ALTERNATIVES LTD /ADV 42420.14%2.18%10.30%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.00%0.00%0.01%Q2 2013Q3 202342
Bangor Savings Bank 42420.48%1.14%1.81%Q2 2013Q3 202342
Ifrah Financial Services, Inc. 42420.22%0.32%0.40%Q2 2013Q3 202342
ProVise Management Group, LLC 42420.20%2.49%3.97%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.03%0.09%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
LATHROP INVESTMENT MANAGEMENT CORP 42421.15%1.80%2.29%Q2 2013Q3 202342
Summit Asset Management, LLC 42420.30%5.31%7.94%Q2 2013Q3 202342
JMG Financial Group, Ltd. 42420.08%2.40%4.13%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.00%0.03%0.10%Q2 2013Q4 202342
Courage Miller Partners, LLC 42420.43%2.42%3.60%Q2 2013Q3 202342
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 42420.04%0.13%0.21%Q2 2013Q3 202342
Newman Dignan & Sheerar, Inc. 42420.04%1.49%2.83%Q2 2013Q3 202342
Marquette Asset Management, LLC 42420.59%2.07%4.07%Q2 2013Q3 202342
AVITY INVESTMENT MANAGEMENT INC. 41410.04%0.07%0.14%Q2 2013Q2 202341
SIGNATUREFD, LLC 27140.00%0.02%0.06%Q2 2013Q3 202341
LEAVELL INVESTMENT MANAGEMENT, INC. 41410.12%1.10%1.74%Q3 2013Q3 202341
Curbstone Financial Management Corp 40400.69%2.07%3.13%Q1 2014Q4 202340
SAGE FINANCIAL GROUP INC 40400.25%1.27%2.04%Q4 2013Q3 202340
CAHILL FINANCIAL ADVISORS INC 40400.30%1.22%1.96%Q4 2013Q3 202340
KCM INVESTMENT ADVISORS LLC 40400.04%0.09%0.18%Q4 2013Q3 202340
ARKANSAS FINANCIAL GROUP, INC. 40400.26%0.39%0.59%Q4 2013Q3 202340
CITIGROUP INC 40400.00%0.00%0.00%Q4 2013Q3 202340
Creative Planning 3310.00%0.35%1.06%Q2 2013Q3 202339
Mariner, LLC 3810.01%0.12%0.55%Q4 2013Q3 202339
Perigon Wealth Management, LLC 3810.08%0.17%0.40%Q3 2011Q3 202339
Bouchey Financial Group Ltd 25140.04%0.93%2.52%Q4 2013Q3 202339
One Capital Management, LLC 39390.03%0.49%1.11%Q1 2014Q3 202339
RKL Wealth Management LLC 39391.38%3.71%5.20%Q1 2014Q3 202339
Avior Wealth Management, LLC 25140.18%1.48%4.88%Q4 2013Q3 202339
WEALTHCARE CAPITAL MANAGEMENT LLC 39390.02%0.05%0.14%Q1 2014Q3 202339
MCF Advisors LLC 3270.01%0.30%1.22%Q4 2013Q3 202339
HARTLINE INVESTMENT CORP/ 3540.04%0.25%0.91%Q4 2013Q3 202339
Gemmer Asset Management LLC 39392.12%3.10%4.37%Q1 2014Q3 202339
PARSONS CAPITAL MANAGEMENT INC/RI 38380.04%0.08%0.12%Q2 2014Q3 202338
EATON VANCE MANAGEMENT 38380.00%0.01%0.02%Q2 2013Q3 202238
Horrell Capital Management, Inc. 38380.00%0.00%0.01%Q2 2014Q3 202338
PITTENGER & ANDERSON INC 38380.01%0.31%0.56%Q2 2014Q3 202338
Private Advisor Group, LLC 37370.03%0.08%0.17%Q3 2014Q3 202337
Kistler-Tiffany Companies, LLC 37370.02%0.23%0.70%Q2 2014Q2 202337
Capital Directions Investment Advisors, LLC 3120.02%0.03%0.04%Q2 2013Q4 202237
Evensky & Katz LLC 2880.00%0.04%0.18%Q3 2014Q3 202336
Leisure Capital Management 36361.02%3.83%6.40%Q4 2014Q3 202336
Legacy Wealth Management, Inc 36362.57%9.70%13.06%Q4 2014Q3 202336
ZACKS INVESTMENT MANAGEMENT 1810.00%0.01%0.01%Q4 2013Q3 202336
FINANCIAL CONSULATE, INC 36363.27%6.36%13.13%Q4 2014Q3 202336
Financial Architects, Inc 2610.00%0.52%1.13%Q3 2013Q2 202336
UBS Group AG 36360.00%0.02%0.05%Q4 2014Q3 202336
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 36360.24%0.86%1.65%Q4 2014Q3 202336
Summit Financial Strategies, Inc. 36361.90%5.43%7.87%Q4 2014Q3 202336
THOMPSON SIEGEL & WALMSLEY LLC 36360.00%0.00%0.00%Q4 2014Q3 202336
VALLEY NATIONAL ADVISERS INC 36361.18%2.00%2.81%Q4 2014Q3 202336
Mengis Capital Management, Inc. 36360.40%0.69%1.10%Q4 2014Q3 202336
Chicago Partners Investment Group LLC 36360.00%0.12%0.54%Q4 2014Q3 202336
Cambridge Advisors Inc. 36360.12%0.25%0.33%Q4 2014Q3 202336
Bowling Portfolio Management LLC 35350.06%0.13%0.23%Q1 2014Q3 202235
Capital Advantage, Inc. 18170.29%0.96%1.97%Q4 2014Q3 202335
Sharkey, Howes & Javer 35350.27%7.45%23.72%Q1 2015Q3 202335
Ironwood Financial, llc 3140.39%1.10%3.91%Q4 2014Q3 202335
Stockman Wealth Management, Inc. 25100.06%0.76%1.32%Q4 2014Q3 202335
HBK Sorce Advisory LLC 3050.08%3.47%6.65%Q2 2013Q3 202335
ENVESTNET ASSET MANAGEMENT INC 21140.00%0.03%0.13%Q2 2013Q3 202335
Atria Investments, Inc 13100.02%0.16%0.48%Q3 2013Q1 202335
Nadler Financial Group, Inc. 35350.20%5.02%7.67%Q1 2015Q3 202335
Tradewinds Capital Management, LLC 35350.02%2.32%4.56%Q4 2013Q2 202235
Aspen Investment Management Inc 35350.21%0.29%0.41%Q1 2015Q3 202335
Buckingham Capital Management, Inc. 35350.50%2.35%3.95%Q1 2015Q3 202335
B. Riley Wealth Advisors, Inc. 2510.00%0.06%0.19%Q2 2013Q3 202335
FCA CORP /TX 35350.16%0.42%0.63%Q1 2015Q3 202335
FAGAN ASSOCIATES, INC. 35350.19%0.53%1.04%Q1 2015Q3 202335
Emery Howard Portfolio Management, Inc. 35350.34%2.48%3.63%Q2 2013Q4 202135
Bank of New York Mellon Corp 2690.00%0.00%0.00%Q3 2013Q3 202335
FIFTH THIRD BANCORP 35350.00%0.00%0.00%Q1 2015Q3 202335
SIGMA INVESTMENT COUNSELORS INC 34340.04%0.07%0.10%Q2 2015Q3 202334
Asset Management Group, Inc. 34340.13%2.21%3.21%Q2 2015Q3 202334
FineMark National Bank & Trust 34340.00%0.03%0.04%Q2 2015Q3 202334
Harfst & Associates, Inc. 34340.19%1.53%4.57%Q2 2015Q3 202334
Raymond James Financial Services Advisors, Inc. 3310.02%0.15%0.21%Q2 2013Q3 202334
GRIMES & COMPANY, INC. 34340.02%0.10%0.40%Q2 2015Q3 202334
Rock Point Advisors, LLC 34340.11%0.15%0.20%Q2 2015Q3 202334
St. Johns Investment Management Company, LLC 34340.48%5.45%7.40%Q2 2015Q3 202334
SALEM INVESTMENT COUNSELORS INC 1820.67%1.02%1.28%Q2 2013Q3 202333
GOLDMAN SACHS GROUP INC 33330.00%0.00%0.01%Q3 2015Q3 202333
Pineno Levin & Ford Asset Management, Inc. 33330.32%0.37%0.45%Q4 2013Q4 202133
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.12%0.26%Q1 2015Q3 202333
JFS WEALTH ADVISORS, LLC 33330.06%0.27%0.70%Q3 2015Q3 202333
Koshinski Asset Management, Inc. 3120.13%0.57%1.30%Q1 2015Q3 202333
OLD DOMINION CAPITAL MANAGEMENT INC 33332.75%5.84%9.16%Q3 2013Q3 202133
BANK OF MONTREAL /CAN/ 2120.00%0.00%0.00%Q1 2014Q3 202333
Summit Financial Wealth Advisors, LLC 32320.17%0.38%0.95%Q4 2015Q3 202332
ALBION FINANCIAL GROUP /UT 22100.02%0.30%0.48%Q3 2015Q3 202332
StrategIQ Financial Group, LLC 32320.12%0.30%0.73%Q4 2015Q3 202332
Triangle Securities Wealth Management 3110.06%4.08%5.24%Q2 2013Q3 202332
Armbruster Capital Management, Inc. 32320.07%0.38%0.93%Q4 2015Q3 202332
FULTON BREAKEFIELD BROENNIMAN LLC 32320.12%0.19%0.33%Q4 2015Q3 202332
PNC FINANCIAL SERVICES GROUP, INC. 32320.00%0.00%0.00%Q4 2015Q3 202332
SAWGRASS ASSET MANAGEMENT LLC 2410.01%0.07%0.18%Q2 2015Q3 202332
LOWE BROCKENBROUGH & CO INC 32320.06%0.30%0.74%Q4 2015Q3 202332
Krilogy Financial LLC 3110.23%0.86%1.83%Q3 2015Q3 202332
Brouwer & Janachowski, LLC 32320.34%6.31%10.86%Q4 2013Q3 202132
WESCAP Management Group, Inc. 32321.26%2.34%3.90%Q4 2015Q3 202332
JUNCTURE WEALTH STRATEGIES, LLC 32320.54%1.56%3.35%Q1 2016Q4 202332
Moisand Fitzgerald Tamayo, LLC 32324.35%6.47%7.87%Q4 2015Q3 202332
FORTE CAPITAL LLC /ADV 31310.25%0.58%0.90%Q1 2016Q3 202331
ASPIRIANT, LLC 31310.05%0.32%1.04%Q1 2016Q3 202331
JOHNSON INVESTMENT COUNSEL INC 31310.01%0.09%0.14%Q1 2016Q3 202331
Roundview Capital LLC 31310.08%0.35%0.57%Q1 2016Q3 202331
RAYMOND JAMES & ASSOCIATES 31310.00%0.01%0.03%Q1 2016Q3 202331
SHEETS SMITH WEALTH MANAGEMENT 31310.08%0.17%0.31%Q1 2016Q3 202331
Sutton Wealth Advisors Inc. 31310.30%0.59%0.93%Q1 2016Q3 202331
IFP Advisors, Inc 17140.02%0.32%0.89%Q4 2015Q3 202331
River Wealth Advisors LLC 31310.26%0.72%1.14%Q1 2016Q3 202331
Tower Research Capital LLC (TRC) 970.00%0.07%0.25%Q2 2014Q2 202331
HighTower Advisors, LLC 3010.00%0.28%0.63%Q4 2015Q3 202331
Sandy Spring Bank 31310.00%0.01%0.01%Q1 2016Q3 202331
Clearwater Capital Advisors, LLC 30300.24%0.78%1.26%Q2 2016Q3 202330
Advisory Services Network, LLC 2550.00%0.07%0.23%Q3 2015Q1 202330
VICUS CAPITAL 2640.03%0.16%0.56%Q2 2014Q3 202330
Bristlecone Advisors, LLC 30300.27%0.93%2.24%Q2 2016Q3 202330
US BANCORP \DE\ 30300.00%0.00%0.01%Q2 2016Q3 202330
Barrett Asset Management, LLC 30300.00%0.00%0.01%Q4 2014Q1 202230
BlackRock Inc. 30300.00%0.00%0.00%Q4 2015Q1 202330
GW HENSSLER & ASSOCIATES LTD 2610.01%0.08%0.12%Q3 2013Q4 202130
Destination Wealth Management 30300.01%0.04%0.09%Q2 2016Q3 202330
Colorado Capital Management, Inc. 30301.93%3.69%4.77%Q2 2016Q3 202330
BerganKDV Wealth Management, LLC 30300.66%2.22%3.98%Q1 2016Q2 202330
FAS Wealth Partners, Inc. 30300.29%0.91%1.59%Q2 2016Q3 202330
Sequoia Financial Advisors, LLC 29290.03%0.14%0.23%Q3 2016Q3 202329
MONEYWISE, INC. 29298.64%11.66%14.77%Q3 2016Q3 202329
Financial Advisory Group 29290.09%0.28%0.54%Q3 2016Q3 202329
MITCHELL CAPITAL MANAGEMENT CO 29290.18%0.38%1.58%Q3 2016Q3 202329
MARINER INDEPENDENT ADVISOR NETWORK, LLC 19100.04%0.32%1.26%Q2 2014Q3 202229
Advisory Alpha, LLC 2720.00%3.35%6.96%Q2 2016Q3 202329
SVA Wealth Management, LLC 29291.04%7.61%10.12%Q4 2013Q4 202029
Johnson Financial Group, Inc. 2810.00%0.03%0.05%Q1 2015Q3 202329
Private Ocean, LLC 1850.00%0.04%0.19%Q3 2015Q3 202329
Meridian Wealth Management, LLC 28280.16%0.49%0.84%Q4 2016Q3 202328
Armor Investment Advisors, LLC 28280.43%0.89%1.49%Q4 2016Q3 202328
Alpha Omega Wealth Management LLC 28280.36%0.71%1.09%Q4 2016Q3 202328
COLONY GROUP LLC 1920.00%0.01%0.04%Q2 2014Q3 202328
Blume Capital Management, Inc. 28280.01%0.01%0.02%Q4 2016Q3 202328
Barnett & Company, Inc. 28280.12%0.78%1.42%Q3 2015Q2 202228
Ausdal Financial Partners, Inc. 2710.01%0.64%1.10%Q4 2015Q3 202328
Penobscot Investment Management Company, Inc. 28280.04%0.06%0.09%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.01%0.18%0.40%Q1 2016Q4 202228
IMA Wealth, Inc. 28280.16%1.69%2.75%Q4 2016Q3 202328
Texas Yale Capital Corp. 28280.07%0.32%0.44%Q4 2016Q3 202328
CWH Capital Management, Inc. 2620.09%5.24%12.83%Q4 2013Q4 202028
LINCOLN CAPITAL CORP 28281.20%3.21%4.88%Q4 2016Q3 202328
Anchor Investment Management, LLC 28280.01%0.83%1.20%Q1 2017Q4 202328
REILLY FINANCIAL ADVISORS, LLC 28280.01%0.04%0.10%Q1 2015Q4 202128
Steward Partners Investment Advisory, LLC 28280.01%0.13%1.19%Q4 2016Q3 202328
Lee Financial Co 28280.25%1.95%3.24%Q4 2016Q3 202328
Patriot Financial Group Insurance Agency, LLC 2160.01%0.14%0.33%Q4 2016Q3 202327
BERKSHIRE ASSET MANAGEMENT LLC/PA 27270.23%0.46%0.78%Q1 2017Q3 202327
Asset Planning Services, Ltd. 27270.01%1.17%2.40%Q2 2015Q4 202127
WISCONSIN CAPITAL MANAGEMENT LLC 2070.13%0.47%0.80%Q2 2013Q3 202327
Exchange Capital Management, Inc. 27270.01%1.54%2.25%Q1 2017Q3 202327
Alliance Wealth Management Group 2610.42%3.28%4.05%Q4 2015Q2 202327
Kohmann Bosshard Financial Services, LLC 2521.75%2.24%2.99%Q4 2016Q3 202327
Garrison Asset Management, LLC 27270.12%0.23%0.35%Q1 2017Q3 202327
Cetera Investment Advisers 2410.02%0.09%0.47%Q1 2016Q3 202327
American Money Management, LLC 27270.45%0.90%1.77%Q1 2017Q3 202327
Capital Investment Advisory Services, LLC 2070.02%0.30%2.75%Q4 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.04%0.15%Q2 2013Q4 201927
AJ WEALTH STRATEGIES, LLC 27270.16%2.70%4.36%Q4 2016Q2 202327
Bison Wealth, LLC 2150.02%0.64%1.36%Q1 2015Q2 202226
HOWE & RUSLING INC 1060.00%0.01%0.03%Q1 2014Q3 202326
Providence First Trust Co 26260.71%1.53%2.17%Q2 2017Q3 202326
Parallel Advisors, LLC 26260.00%0.02%0.06%Q2 2017Q3 202326
Financial Engines Advisors L.L.C. 26260.06%1.79%5.71%Q2 2017Q3 202326
OneDigital Investment Advisors LLC 26260.90%3.36%6.92%Q2 2017Q3 202326
Cetera Advisors LLC 26260.01%0.05%0.10%Q2 2017Q3 202326
Bogart Wealth, LLC 26260.06%1.38%7.96%Q2 2017Q3 202326
BCWM, LLC 1010.10%0.16%0.21%Q3 2016Q3 202326
EVERMAY WEALTH MANAGEMENT LLC 1270.03%0.21%0.61%Q2 2014Q3 202326
Kingsview Wealth Management, LLC 2060.04%0.22%0.73%Q1 2017Q3 202326
CLEAR INVESTMENT RESEARCH, LLC 26260.03%1.18%1.88%Q2 2017Q3 202326
Calamos Advisors LLC 26260.00%0.00%0.00%Q2 2017Q3 202326
SIMON QUICK ADVISORS, LLC 2240.02%0.11%0.32%Q1 2017Q3 202326
JANE STREET GROUP, LLC 810.00%0.01%0.05%Q1 2014Q3 202326
MUFG Americas Holdings Corp 26260.00%0.02%0.04%Q2 2016Q3 202226
CAPTRUST FINANCIAL ADVISORS 26260.00%0.08%0.54%Q2 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.01%0.16%0.34%Q2 2017Q3 202326
Boltwood Capital Management 26260.13%0.29%0.55%Q3 2017Q4 202326
LeJeune Puetz Investment Counsel LLC 26260.28%0.38%0.53%Q4 2016Q1 202326
Peak Asset Management, LLC 25250.08%0.19%0.44%Q3 2017Q3 202325
Financial Management Professionals, Inc. 1920.00%5.88%23.20%Q1 2014Q4 202125
McAdam, LLC 2320.04%0.16%0.27%Q4 2016Q3 202325
DAVENPORT & Co LLC 25250.01%0.10%0.20%Q3 2017Q3 202325
FLPUTNAM INVESTMENT MANAGEMENT CO 25250.03%0.18%0.66%Q3 2017Q3 202325
J.P. Morgan Private Wealth Advisors LLC 25250.00%0.02%0.07%Q3 2017Q3 202325
Gateway Advisory, LLC 14110.06%0.75%2.12%Q2 2013Q4 201925
Global Retirement Partners, LLC 1870.01%0.05%0.14%Q2 2017Q3 202325
Cornerstone Wealth Management, LLC 2230.05%0.10%0.29%Q2 2017Q3 202325
APPLETON GROUP, LLC 1720.22%2.80%25.63%Q1 2015Q1 202325
Parsec Financial Management, Inc. 25250.10%1.10%2.40%Q1 2017Q1 202325
Twele Capital Management, Inc. 2140.05%0.07%0.11%Q2 2017Q3 202325
Burt Wealth Advisors 25250.00%0.00%0.00%Q4 2014Q4 202025
Geneos Wealth Management Inc. 25250.00%0.00%0.01%Q3 2017Q3 202325
BENJAMIN F. EDWARDS & COMPANY, INC. 25250.02%0.18%0.30%Q3 2017Q3 202325
Cranbrook Wealth Management, LLC 25250.00%0.02%0.03%Q4 2016Q4 202225
DUNCKER STREETT & CO INC 1690.02%0.04%0.08%Q2 2017Q3 202325
GLENMEDE TRUST CO NA 1720.00%0.00%0.00%Q1 2015Q4 202224
MONETA GROUP INVESTMENT ADVISORS LLC 24240.02%1.55%2.83%Q4 2017Q3 202324
COOPER/HAIMS ADVISORS, LLC 24240.38%0.59%1.95%Q4 2017Q3 202324
Mokosak Advisory Group, LLC 24247.49%8.45%10.02%Q4 2017Q3 202324
Live Your Vision, LLC 24240.35%0.57%0.81%Q2 2013Q1 201924
McIlrath & Eck, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
Vista Private Wealth Partners. LLC 2134.81%7.56%10.78%Q3 2017Q3 202324
Plancorp, LLC 1950.02%0.06%0.12%Q3 2017Q3 202324
NORTHERN TRUST CORP 24240.00%0.00%0.00%Q4 2017Q3 202324
Citadel Advisors 910.00%0.00%0.00%Q3 2015Q3 202324
Pinkerton Retirement Specialists, LLC 24240.07%4.63%10.64%Q4 2017Q3 202324
Pegasus Asset Management, Inc. 24240.32%0.40%0.45%Q4 2017Q3 202324
HoyleCohen, LLC 24240.09%0.22%0.38%Q4 2017Q3 202324
Arlington Financial Advisors, LLC 24240.14%0.30%0.44%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.02%0.16%0.32%Q4 2017Q3 202324
NEXT Financial Group, Inc 1210.01%0.02%0.04%Q4 2014Q4 202124
COMMONWEALTH EQUITY SERVICES, LLC 24240.03%0.07%0.11%Q4 2017Q3 202324
Acorn Wealth Advisors, LLC 24242.40%3.73%6.80%Q4 2017Q3 202324
TELEMUS CAPITAL, LLC 24240.03%0.04%0.05%Q4 2017Q3 202324
North Star Investment Management Corp. 2130.00%0.00%0.00%Q1 2014Q1 202024
Gradient Capital Advisors, LLC 24242.36%2.68%2.85%Q4 2017Q3 202324
Bigelow Investment Advisors, LLC 24240.51%0.86%1.67%Q4 2017Q3 202324
Carmichael Hill & Associates, Inc. 24241.09%1.52%2.10%Q4 2017Q3 202324
Pinnacle Family Advisors, LLC 2220.17%0.82%1.46%Q4 2016Q2 202324
Vivaldi Capital Management LP 24240.13%0.36%0.67%Q4 2017Q3 202324
Parkside Financial Bank & Trust 2110.01%0.18%0.25%Q3 2015Q3 202324
Murphy, Middleton, Hinkle & Parker, Inc. 24240.26%0.59%1.01%Q4 2017Q3 202324
Front Row Advisors LLC 24240.22%0.28%0.38%Q4 2017Q3 202324
Broadleaf Partners, LLC 24241.44%1.89%2.36%Q4 2017Q3 202324
Northwest Capital Management Inc 24241.88%7.31%16.08%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.23%0.32%0.45%Q4 2017Q3 202324
Relaxing Retirement Coach 23232.15%3.90%9.50%Q4 2017Q2 202323
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.00%Q1 2018Q3 202323
First Horizon Advisors, Inc. 2210.00%0.00%0.01%Q4 2014Q3 202323
Sterling Investment Advisors, Ltd. 23230.00%0.01%0.01%Q4 2016Q2 202223
Valmark Advisers, Inc. 23230.01%0.05%0.09%Q1 2018Q3 202323
Belpointe Asset Management LLC 1760.02%0.17%0.30%Q3 2017Q2 202323
WHITTIER TRUST CO OF NEVADA INC 23230.00%0.32%0.76%Q1 2018Q3 202323
Wealthcare Advisory Partners LLC 23230.01%0.07%0.18%Q1 2018Q3 202323
Schneider Downs Wealth Management Advisors, LP 23230.28%0.90%1.20%Q1 2018Q3 202323
Chesapeake Wealth Management 23230.66%0.85%1.18%Q1 2018Q3 202323
SMITHBRIDGE ASSET MANAGEMENT INC/DE 23231.20%1.74%2.07%Q1 2018Q3 202323
Baird Financial Group, Inc. 1850.00%0.02%0.03%Q3 2016Q3 202323
Ironwood Wealth Management, LLC. 2210.43%2.93%8.00%Q3 2017Q3 202323
SMITH, MOORE & CO. 2210.08%0.18%0.30%Q3 2017Q3 202323
CREATIVE FINANCIAL DESIGNS INC /ADV 1670.00%0.01%0.03%Q4 2016Q3 202223
Phocas Financial Corp. 23230.01%0.10%0.18%Q1 2018Q3 202323
CENTAURUS FINANCIAL, INC. 23230.02%0.12%0.28%Q1 2018Q3 202323
ALTFEST L J & CO INC 23230.09%0.22%0.30%Q1 2018Q3 202323
Brand Asset Management Group, Inc. 22220.67%2.19%3.50%Q2 2018Q3 202322
Tiller Private Wealth, Inc. 1440.16%1.99%4.58%Q4 2017Q3 202322
Towercrest Capital Management 22221.61%2.01%2.31%Q2 2018Q3 202322
Whitegate Investment Counselors, Inc. 22220.06%0.35%0.46%Q2 2016Q3 202122
Orca Investment Management, LLC 1220.20%1.09%1.41%Q4 2013Q3 202322
IHT Wealth Management, LLC 2020.00%0.08%0.15%Q4 2017Q3 202322
BSW Wealth Partners 1610.04%0.09%0.14%Q4 2016Q1 202322
MACROVIEW INVESTMENT MANAGEMENT LLC 22220.01%0.06%0.09%Q2 2018Q3 202322
HARBOUR INVESTMENT MANAGEMENT LLC 1430.14%0.24%1.72%Q3 2017Q3 202322
PFG Advisors 1750.06%0.15%0.28%Q4 2017Q3 202322
SOL Capital Management CO 22220.07%0.14%0.19%Q2 2018Q3 202322
JNBA Financial Advisors 1910.00%0.05%1.02%Q3 2016Q3 202322
OPTIMUM INVESTMENT ADVISORS 22220.01%0.07%0.13%Q3 2018Q4 202322
PHILLIPS FINANCIAL MANAGEMENT, LLC 1390.08%0.13%0.18%Q1 2016Q3 202322
COLDSTREAM CAPITAL MANAGEMENT INC 1840.02%0.10%0.21%Q1 2018Q3 202322
Confluence Wealth Management LLC 21210.14%0.37%1.59%Q3 2015Q3 202021
STIFEL FINANCIAL CORP 1910.00%0.01%0.01%Q4 2016Q3 202321
Frontier Wealth Management LLC 1220.02%0.12%0.27%Q4 2014Q2 202121
NOVARE CAPITAL MANAGEMENT LLC 1920.04%0.12%0.18%Q2 2018Q3 202321
EP Wealth Advisors, LLC 1510.00%0.04%0.47%Q4 2015Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2010.02%0.20%0.29%Q2 2018Q3 202321
BDO Wealth Advisors, LLC 21210.00%0.01%0.03%Q2 2018Q2 202321
NORTH STAR ASSET MANAGEMENT INC 21210.03%0.57%1.13%Q3 2018Q3 202321
Red Cedar Capital, LLC 21210.16%0.18%0.20%Q4 2017Q4 202221
Gs Investments, Inc. 1110.00%0.00%0.01%Q4 2017Q3 202321
Dynamic Advisor Solutions LLC 1210.02%0.16%0.80%Q2 2015Q3 202321
Starfire Investment Advisers, Inc. 11100.23%0.73%1.24%Q1 2015Q2 202021
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.17%Q3 2018Q3 202321
Asset Dedication, LLC 1650.00%0.01%0.07%Q2 2018Q3 202321
HOLDERNESS INVESTMENTS CO 21210.15%0.23%0.36%Q3 2018Q3 202321
D.B. Root & Company, LLC 21210.09%0.20%0.35%Q3 2018Q3 202321
Asset Advisors Investment Management, LLC 21211.22%1.53%1.74%Q3 2018Q3 202321
Plante Moran Financial Advisors, LLC 21210.00%0.17%0.66%Q3 2018Q3 202321
MARK SHEPTOFF FINANCIAL PLANNING, LLC 21210.01%0.02%0.03%Q3 2017Q3 202221
Columbus Macro, LLC 1920.16%0.26%0.36%Q2 2018Q3 202321
Brightworth 21210.27%0.39%0.46%Q3 2017Q3 202221
FIRST HAWAIIAN BANK 21210.02%0.09%0.16%Q3 2018Q3 202321
TRUSTCORE FINANCIAL SERVICES, LLC 1640.05%0.50%0.91%Q4 2017Q4 202220
Legacy Bridge, LLC 20200.65%0.79%0.98%Q4 2018Q3 202320
Larson Financial Group LLC 20200.00%0.24%1.27%Q4 2018Q3 202320
Reitz Capital Advisors LLC 20200.56%4.63%7.59%Q4 2018Q3 202320
Edge Capital Group, LLC 20200.08%0.11%0.13%Q4 2018Q3 202320
MANCHESTER FINANCIAL INC 20200.49%6.76%12.03%Q4 2018Q3 202320
Carnegie Capital Asset Management, LLC 1910.01%0.02%0.03%Q4 2016Q3 202320
ATLAS CAPITAL ADVISORS LLC 20200.31%0.47%0.65%Q4 2018Q3 202320
Hudock, Inc. 20200.01%0.34%0.78%Q4 2017Q3 202220
Stordahl Capital Management, Inc. 20200.14%0.22%0.32%Q4 2018Q3 202320
Princeton Global Asset Management LLC 20200.19%0.25%0.37%Q4 2018Q3 202320
QUADRANT CAPITAL GROUP LLC 20200.00%0.12%0.21%Q4 2018Q3 202320
CWM, LLC 1280.00%0.01%0.04%Q3 2018Q3 202320
Laurel Wealth Advisors, Inc. 20200.05%0.26%0.92%Q1 2018Q4 202220
RESTON WEALTH MANAGEMENT LLC 20200.15%0.57%1.89%Q4 2018Q3 202320
HHM Wealth Advisors, LLC 20206.31%7.68%9.12%Q4 2018Q3 202320
Raub Brock Capital Management LP 1240.04%0.05%0.07%Q4 2017Q3 202320
Abbrea Capital, LLC 20200.14%0.23%0.36%Q4 2018Q3 202320
Continuum Advisory, LLC 1190.17%0.24%0.42%Q2 2017Q3 202320
Providence Wealth Advisors, LLC 20202.41%2.66%2.98%Q2 2018Q1 202320
Cubic Asset Management, LLC 20200.06%0.07%0.08%Q4 2013Q3 201820
Elwood & Goetz Wealth Advisory Group, LLC 20204.80%6.27%7.37%Q4 2018Q3 202320
FIRST NATIONAL CORP /MA/ /ADV 20200.10%2.85%4.50%Q4 2018Q3 202320
Old Port Advisors 1810.19%0.30%0.39%Q2 2018Q3 202320
Prestige Wealth Management Group LLC 20200.07%0.32%1.15%Q4 2018Q3 202320
NewSquare Capital LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
WealthTrust Fairport, LLC 20200.02%0.06%0.16%Q2 2014Q1 201920
PINNACLE ASSOCIATES LTD 20200.01%0.03%0.07%Q4 2018Q3 202320
Campbell Wealth Management 20201.68%2.37%3.29%Q4 2018Q3 202320
Capital Advisors, Ltd. LLC 20200.01%0.02%0.03%Q4 2018Q3 202320
Pachira Investments Inc. 20200.24%0.60%1.93%Q4 2018Q3 202320
MARSHALL FINANCIAL GROUP INC /ADV 20204.55%6.07%7.72%Q4 2018Q3 202320
Vantage Investment Advisors, LLC 20200.00%0.00%0.01%Q4 2013Q3 201820
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 20200.13%0.51%1.01%Q2 2017Q1 202220
CRA Financial Services, LLC 20200.42%0.65%0.77%Q4 2018Q3 202320
WEST PACES ADVISORS INC. 20200.02%0.24%2.45%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.02%0.04%0.08%Q4 2018Q3 202320
Lutz Financial Services LLC 20200.04%1.27%2.45%Q4 2018Q3 202320
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.02%0.06%0.14%Q1 2016Q4 202020
Pflug Koory, LLC 20200.03%0.05%0.08%Q4 2018Q3 202320
Omega Financial Group, LLC 20205.22%6.98%9.06%Q4 2018Q3 202320
PRIVATE CAPITAL MANAGEMENT LLC 20200.24%1.12%2.06%Q4 2018Q3 202320
American Portfolios Advisors 20200.01%0.10%0.29%Q4 2017Q3 202220
Trinity Legacy Partners, LLC 20202.16%3.77%8.20%Q4 2018Q3 202320
Strategic Family Wealth Counselors, L.L.C. 20202.15%2.70%3.18%Q4 2018Q3 202320
Black Diamond Financial, LLC 20201.84%2.94%4.86%Q4 2018Q3 202320
Beacon Pointe Advisors, LLC 20200.37%0.75%1.40%Q4 2018Q3 202320
BFSG, LLC 20200.08%0.22%0.29%Q4 2018Q3 202320
Peak Financial Management, Inc. 20200.17%3.04%3.55%Q4 2018Q3 202320
Pinion Investment Advisors, LLC 19190.16%0.50%1.14%Q1 2019Q3 202319
Gradient Investments LLC 1450.00%0.41%2.13%Q4 2018Q3 202319
STRATEGIC CAPITAL ADVISERS, INC. 19190.47%1.04%1.72%Q4 2017Q2 202219
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.61%1.14%1.35%Q1 2019Q3 202319
Investors Research Corp 19190.00%0.03%0.04%Q1 2019Q3 202319
Cetera Advisor Networks LLC 19190.01%0.24%0.36%Q1 2019Q3 202319
FORT PITT CAPITAL GROUP, LLC 1320.01%0.10%0.58%Q4 2017Q3 202319
NAPLES GLOBAL ADVISORS, LLC 19190.07%0.11%0.13%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Janney Montgomery Scott LLC 1720.00%0.00%0.01%Q3 2017Q3 202319
COMERICA SECURITIES,INC. 19190.03%0.07%0.09%Q1 2019Q3 202319
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 19190.01%0.05%0.18%Q1 2019Q3 202319
Pinnacle Advisory Group, Inc. 1810.03%0.22%0.37%Q2 2016Q1 202119
Joseph P. Lucia & Associates, LLC 19191.15%1.70%2.63%Q1 2019Q3 202319
Stratos Wealth Advisors, LLC 19190.04%0.18%0.63%Q1 2019Q3 202319
Lido Advisors, LLC 19190.01%0.03%0.17%Q1 2019Q3 202319
TCI Wealth Advisors, Inc. 1810.00%0.02%0.04%Q2 2017Q1 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.14%0.49%0.89%Q1 2019Q3 202319
WealthTrust-Arizona, LLC 19190.16%6.33%7.62%Q2 2014Q4 201819
Gainplan LLC 19190.14%0.35%0.96%Q1 2019Q3 202319
PINNACLE FINANCIAL PARTNERS INC 19190.01%0.01%0.02%Q1 2019Q3 202319
First Personal Financial Services 19190.00%0.01%0.02%Q4 2014Q2 201919
THRIVENT FINANCIAL FOR LUTHERANS 19190.06%0.13%0.19%Q1 2019Q3 202319
Prime Capital Investment Advisors, LLC 19190.45%5.17%8.15%Q1 2019Q3 202319
Clearstead Advisors, LLC 19190.07%0.21%0.35%Q1 2019Q3 202319
Pinnacle Wealth Management Advisory Group, LLC 19190.10%0.27%0.41%Q1 2019Q3 202319
PATTON ALBERTSON MILLER GROUP, LLC 18180.06%0.32%0.52%Q2 2019Q3 202318
Wealthspire Advisors, L.P. 18180.02%0.02%0.04%Q4 2015Q1 202018
Renaissance Technologies 410.00%0.00%0.00%Q1 2018Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.03%0.11%Q2 2013Q3 201718
BENJAMIN EDWARDS INC 18180.01%0.02%0.04%Q2 2019Q3 202318
Apollon Wealth Management, LLC 1210.05%0.52%6.14%Q4 2018Q3 202318
REGIONS FINANCIAL CORP 1260.00%0.00%0.00%Q4 2017Q3 202318
Heritage Way Advisors, LLC 18180.18%0.25%0.36%Q3 2017Q4 202118
Burleson & Company, LLC 1080.01%0.58%1.40%Q4 2017Q4 202218
Financial Advocates Investment Management 18180.04%0.05%0.06%Q4 2017Q1 202218
Roble, Belko & Company, Inc 1710.00%0.01%0.08%Q1 2015Q1 202018
LexAurum Advisors, LLC 1440.10%0.67%1.66%Q1 2019Q3 202318
THOROUGHBRED FINANCIAL SERVICES, LLC 1710.09%0.30%0.79%Q1 2019Q3 202318
Ellevest, Inc. 18180.00%0.01%0.03%Q4 2018Q1 202318
Stillwater Capital Advisors, LLC 1260.05%0.06%0.06%Q3 2018Q1 202318
GREAT VALLEY ADVISOR GROUP, INC. 1080.06%0.24%0.77%Q1 2019Q3 202318
Domani Wealth, LLC 18180.23%0.37%0.71%Q4 2018Q1 202318
Sigma Planning Corp 18180.01%0.04%0.22%Q2 2019Q3 202318
MAI Capital Management 18180.03%0.09%0.15%Q2 2019Q3 202318
Glassman Wealth Services 18180.00%0.01%0.02%Q2 2019Q3 202318
Steinberg Global Asset Management 18180.06%0.11%0.15%Q4 2014Q1 201918
Transform Wealth, LLC 1040.13%0.39%0.80%Q2 2016Q3 202318
1834 INVESTMENT ADVISORS CO 18180.00%0.00%0.00%Q1 2018Q2 202218
Acropolis Investment Management, LLC 1530.02%0.03%0.04%Q3 2014Q3 202318
Prospera Financial Services Inc 17170.01%0.03%0.06%Q3 2019Q3 202317
Allworth Financial LP 1310.00%0.02%0.07%Q1 2017Q3 202317
CIBC Private Wealth Group, LLC 610.00%0.00%0.01%Q1 2016Q3 202317
Kavar Capital Partners, LLC 820.02%0.57%1.36%Q4 2013Q3 202017
Modus Advisors, LLC 17170.21%0.87%4.85%Q4 2019Q4 202317
WBH ADVISORY INC 1310.07%0.21%0.30%Q1 2017Q3 202317
ASSET PLANNING SERVICES INC /LA/ /ADV 1410.10%0.21%0.29%Q3 2018Q3 202317
First Allied Advisory Services, Inc. 710.01%0.03%0.13%Q2 2013Q3 202017
Well Done, LLC 17170.07%0.09%0.10%Q3 2019Q3 202317
Bedel Financial Consulting, Inc. 17170.02%0.06%0.09%Q1 2018Q1 202217
GILL CAPITAL PARTNERS, LLC 1611.62%1.93%2.57%Q4 2018Q4 202317
SUN LIFE FINANCIAL INC 1210.01%0.08%0.85%Q4 2015Q2 202017
GREENWOOD GEARHART INC 1210.04%0.05%0.08%Q4 2017Q3 202317
Balentine LLC 1010.00%0.05%0.16%Q1 2017Q4 202217
MinichMacGregor Wealth Management, LLC 1210.01%1.29%5.28%Q4 2015Q4 202217
FIDUCIARY TRUST CO 17170.01%0.01%0.02%Q3 2019Q3 202317
Hendershot Investments Inc. 17170.06%0.07%0.09%Q3 2019Q3 202317
Patten Group, Inc. 1340.02%0.03%0.07%Q4 2015Q1 202217
QCI ASSET MANAGEMENT INC/NY 17170.20%0.31%0.46%Q3 2017Q3 202117
Apriem Advisors 1410.00%0.33%4.45%Q2 2013Q3 201817
YorkBridge Wealth Partners, LLC 17170.50%0.81%1.06%Q4 2018Q4 202217
Brinker Capital Investments, LLC 1250.01%0.04%0.07%Q2 2013Q4 202217
FormulaFolio Investments, LLC 17170.06%1.52%6.48%Q2 2017Q2 202117
Sunburst Financial Group, LLC 16160.26%0.50%0.81%Q4 2019Q3 202316
Oldfather Financial Services, LLC 16160.36%0.52%0.65%Q4 2019Q3 202316
APPLETON PARTNERS INC/MA 1330.02%0.03%0.03%Q2 2019Q4 202316
Peachtree Investment Partners, LLC 16160.00%0.01%0.02%Q4 2019Q3 202316
ARBOR TRUST WEALTH ADVISORS, LLC 16163.92%4.98%5.40%Q4 2019Q3 202316
Carolina Wealth Advisors, LLC 16161.93%2.73%3.56%Q4 2019Q3 202316
Pacific Edge Advisors, LLC 16164.33%5.55%7.20%Q4 2017Q3 202116
Visionary Wealth Advisors 16160.03%0.12%0.93%Q4 2019Q3 202316
Aptus Capital Advisors, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.08%0.12%0.19%Q4 2019Q3 202316
Venture Visionary Partners LLC 16160.05%0.09%0.23%Q4 2019Q3 202316
Column Capital Advisors, LLC 16160.00%0.02%0.11%Q4 2019Q3 202316
Meridian Wealth Partners, LLC 16161.39%2.44%5.14%Q4 2019Q3 202316
Fragasso Group Inc. 16160.05%6.35%8.61%Q1 2020Q4 202316
TRUIST FINANCIAL CORP 16160.00%0.02%0.02%Q4 2019Q3 202316
SENTINEL PENSION ADVISORS INC 16161.13%1.47%2.71%Q4 2019Q3 202316
Efficient Market Advisors, LLC 16160.11%0.21%0.52%Q2 2013Q1 201716
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1330.02%0.03%0.06%Q2 2019Q3 202316
Aurora Private Wealth, Inc. 16160.43%2.36%4.11%Q4 2019Q3 202316
Creegan & Nassoura Financial Group, LLC 16160.35%0.43%0.51%Q4 2019Q3 202316
Fiera Capital Corp 16160.01%0.04%0.07%Q3 2016Q2 202016
EWG Elevate Inc. 16161.80%2.83%3.68%Q4 2019Q3 202316
Ledyard National Bank 16160.05%0.07%0.11%Q4 2017Q3 202116
LEVEL FOUR ADVISORY SERVICES, LLC 1330.01%0.21%0.95%Q3 2017Q3 202316
John W. Brooker & Co., CPAs 16161.82%3.21%4.05%Q4 2019Q3 202316
Fortis Capital Management LLC 16161.04%2.04%3.72%Q4 2019Q3 202316
BALLAST ADVISORS LLC 16160.10%0.41%1.77%Q4 2019Q3 202316
CVA Family Office, LLC 16160.06%0.14%0.50%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
AlphaCore Capital LLC 16160.01%0.02%0.07%Q4 2019Q3 202316
AlphaStar Capital Management, LLC 1110.02%0.30%0.64%Q4 2017Q2 202216
EXENCIAL WEALTH ADVISORS, LLC 880.39%0.70%0.92%Q3 2019Q3 202316
Newport Wealth Strategies, Inc. 16162.20%3.74%6.13%Q4 2017Q3 202116
Strategic Financial Planning, Inc. 16161.39%1.58%1.85%Q4 2019Q3 202316
Curtis Advisory Group, LLC 16160.14%0.52%0.93%Q4 2019Q3 202316
IAG Wealth Partners, LLC 16160.42%0.94%4.52%Q4 2019Q3 202316
ALLIANCEBERNSTEIN L.P. 1510.00%0.00%0.01%Q1 2015Q3 202316
MBE Wealth Management, LLC 16160.20%0.26%0.29%Q4 2019Q3 202316
FLAGSHIP HARBOR ADVISORS, LLC 1060.00%0.04%0.09%Q2 2018Q3 202316
Harborview Advisors, LLC 16160.93%1.07%1.31%Q4 2017Q3 202116
Benchmark Wealth Management, LLC 16160.64%0.75%0.84%Q4 2019Q3 202316
S.A. Mason LLC 16160.78%0.87%1.24%Q4 2019Q3 202316
ATTICUS WEALTH MANAGEMENT, LLC 16160.00%0.01%0.04%Q4 2019Q3 202316
Affinity Capital Advisors, LLC 16161.26%2.95%3.84%Q4 2019Q3 202316
Sunbelt Securities, Inc. 1310.01%1.08%6.95%Q4 2016Q3 202316
Sculati Wealth Management, LLC 16162.50%3.06%4.34%Q4 2019Q3 202316
Ascension Capital Advisors, Inc. 16160.13%0.36%1.45%Q4 2019Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.30%0.45%0.88%Q4 2019Q3 202316
Element Wealth, LLC 16161.93%2.81%3.64%Q4 2019Q3 202316
Winslow, Evans & Crocker, Inc. 16160.00%0.00%0.00%Q1 2017Q4 202016
NWK Group, Inc. 16160.07%0.10%0.14%Q4 2019Q3 202316
LifeSteps Financial, Inc. 16160.48%1.46%2.23%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.02%0.04%0.08%Q4 2019Q3 202316
Red Door Wealth Management, LLC 16160.60%1.62%2.71%Q4 2019Q3 202316
CENTRAL TRUST Co 16160.00%0.00%0.00%Q2 2019Q1 202316
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 16160.03%0.05%0.07%Q3 2017Q2 202116
Valeo Financial Advisors, LLC 1510.00%0.01%0.03%Q3 2017Q4 202116
Pure Financial Advisors, LLC 16160.20%0.35%0.64%Q1 2020Q4 202316
SYNOVUS FINANCIAL CORP 1010.00%0.01%0.01%Q2 2017Q3 202316
MSI Financial Services Inc 15150.00%0.01%0.02%Q2 2013Q4 201615
JONES FINANCIAL COMPANIES LLLP 15150.01%0.02%0.03%Q1 2020Q3 202315
BOK Financial Private Wealth, Inc. 720.00%0.03%0.09%Q2 2016Q3 202315
Human Investing LLC 1210.05%0.22%0.42%Q4 2018Q2 202315
SHINE INVESTMENT ADVISORY SERVICES INC 15150.08%0.51%0.80%Q1 2017Q3 202015
CITIZENS FINANCIAL GROUP INC/RI 15150.01%0.08%0.13%Q1 2020Q3 202315
Eudaimonia Partners, LLC 870.14%0.17%0.25%Q4 2019Q3 202315
RBA Wealth Management, LLC 830.14%0.16%0.18%Q1 2019Q3 202315
HC Advisors, LLC 1411.16%1.37%1.54%Q4 2019Q3 202315
First Capital Advisors Group, LLC. 871.15%1.98%2.98%Q1 2017Q2 202315
Retirement Group, LLC 1410.03%0.10%0.14%Q4 2019Q3 202315
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 1320.25%0.49%1.24%Q4 2019Q3 202315
Seven Springs Wealth Group, LLC 15150.30%0.34%0.38%Q1 2020Q3 202315
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 920.05%0.15%0.24%Q3 2019Q3 202315
BCS Wealth Management 1410.84%0.98%1.18%Q4 2019Q3 202315
PACIFIC SUN FINANCIAL CORP 610.27%0.50%0.59%Q1 2018Q2 202315
Souders Financial Advisors 15150.55%0.66%0.94%Q1 2020Q3 202315
Triton Wealth Management, PLLC 15150.25%0.33%0.64%Q1 2020Q3 202315
Orion Portfolio Solutions, LLC 1230.00%0.02%0.03%Q4 2019Q3 202315
MADDEN SECURITIES Corp 1410.22%0.38%0.98%Q4 2019Q3 202315
Clear Creek Financial Management, LLC 1230.52%1.84%4.78%Q4 2019Q3 202315
Wealthstreet Investment Advisors, LLC 15150.03%0.07%0.09%Q4 2017Q2 202115
OSAIC HOLDINGS, INC. 15150.02%0.05%0.09%Q1 2020Q3 202315
Cypress Wealth Services, LLC 15150.06%0.33%0.77%Q4 2017Q2 202115
Ruggie Capital Group 1140.01%0.05%0.10%Q4 2014Q3 201815
Peterson Wealth Advisors, LLC 15150.36%0.86%1.21%Q1 2020Q3 202315
Arkos Global Advisors 15150.12%0.29%0.56%Q1 2020Q3 202315
GABLES CAPITAL MANAGEMENT INC. 15150.01%0.02%0.02%Q1 2020Q3 202315
Somerset Group LLC 15150.20%0.29%0.38%Q1 2017Q3 202015
Disciplined Investments, LLC 15150.00%0.00%0.00%Q4 2019Q2 202315
Spectrum Management Group, LLC 1050.00%0.00%0.01%Q1 2015Q4 201915
OARSMAN CAPITAL, INC. 15150.09%0.16%0.22%Q4 2014Q2 201815
BLUE SQUARE ASSET MANAGEMENT, LLC 1140.00%6.25%10.93%Q3 2019Q3 202315
Advisor Group, Inc. 15150.01%0.02%0.06%Q2 2016Q4 201915
BELLEVUE ASSET MANAGEMENT, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Barry Investment Advisors, LLC 14140.07%0.27%0.45%Q1 2019Q2 202214
Alpha Cubed Investments, LLC 14140.04%0.05%0.06%Q2 2020Q3 202314
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 14140.02%0.20%0.62%Q2 2020Q3 202314
Oakworth Capital, Inc. 14140.01%0.01%0.01%Q2 2020Q3 202314
Ferris Capital, LLC 1130.08%0.23%0.42%Q3 2018Q1 202214
WFA of San Diego, LLC 14140.02%1.05%1.64%Q2 2020Q3 202314
SWS Partners 510.02%0.34%0.61%Q4 2017Q3 202314
St. Louis Trust Co 14140.15%0.39%0.63%Q2 2020Q3 202314
MATHER GROUP, LLC. 1310.02%0.06%0.09%Q3 2019Q3 202314
HILLTOP WEALTH ADVISORS, LLC 14143.34%4.05%5.44%Q2 2020Q3 202314
LAZARD ASSET MANAGEMENT LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
COZAD ASSET MANAGEMENT INC 14140.10%0.12%0.14%Q2 2020Q3 202314
ENTERPRISE FINANCIAL SERVICES CORP 14140.33%0.46%0.57%Q1 2019Q2 202214
Lehman & Derafelo Financial Resources LLC 1220.01%0.01%0.02%Q4 2018Q3 202214
Provident Wealth Management, LLC 14140.00%0.44%2.10%Q4 2019Q1 202314
COLTON GROOME FINANCIAL ADVISORS, LLC 1130.22%0.34%0.53%Q2 2019Q4 202214
Next Capital Management LLC 14140.14%0.43%1.44%Q4 2018Q1 202214
FIRST INTERSTATE BANK 14140.01%0.01%0.01%Q3 2015Q4 201814
PAYDEN & RYGEL 14140.00%0.33%0.89%Q1 2020Q2 202314
Vision Capital Management, Inc. 14140.29%0.34%0.42%Q2 2020Q3 202314
NWAM LLC 1210.02%0.05%0.07%Q4 2019Q3 202314
AMG National Trust Bank 14140.03%0.06%0.08%Q2 2020Q3 202314
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1040.00%0.00%0.00%Q4 2017Q1 202214
Foothills Asset Management, Ltd. 14140.21%0.42%0.50%Q4 2016Q1 202014
Gray Wealth Management Inc. 14140.11%0.15%0.18%Q2 2020Q3 202314
Southern Wealth Management, LLP 14140.09%0.89%1.37%Q4 2019Q1 202314
PIERSHALE FINANCIAL GROUP, INC. 523.86%8.99%26.17%Q3 2013Q3 202113
BOYS ARNOLD & CO INC 1210.03%0.07%0.09%Q4 2016Q1 202013
Cresset Asset Management, LLC 850.01%0.04%0.14%Q1 2019Q3 202313
YHB Investment Advisors, Inc. 13130.28%0.37%0.43%Q3 2020Q3 202313
REDW Wealth LLC 810.06%0.16%0.27%Q4 2016Q2 202113
Jackson Creek Investment Advisors LLC 13130.58%0.82%0.93%Q3 2020Q3 202313
Truvestments Capital LLC 620.01%0.02%0.10%Q1 2020Q3 202313
JPMORGAN CHASE & CO 510.00%0.00%0.00%Q4 2017Q3 202313
Snowden Capital Advisors LLC 710.01%0.05%0.13%Q3 2017Q2 202313
BAR HARBOR TRUST SERVICES 13130.11%0.13%0.17%Q2 2013Q2 201613
Nicollet Investment Management, Inc. 13130.11%0.84%1.23%Q3 2020Q3 202313
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 13130.18%0.26%0.30%Q3 2020Q3 202313
Miracle Mile Advisors, LLC 13130.20%0.40%0.52%Q3 2020Q3 202313
Key FInancial Inc 1210.01%0.02%0.05%Q1 2020Q3 202313
SRS Capital Advisors, Inc. 1030.00%0.00%0.00%Q2 2020Q3 202313
NORTHWEST INVESTMENT COUNSELORS, LLC 810.03%0.04%0.06%Q2 2017Q3 202313
Single Point Partners, LLC 610.33%0.54%0.69%Q1 2020Q3 202313
WHITTIER TRUST CO 1210.00%0.01%0.08%Q4 2018Q3 202313
Concert Wealth Management Inc. 710.00%0.08%0.36%Q4 2013Q2 201713
Kestra Advisory Services, LLC 13130.03%0.09%0.43%Q3 2020Q3 202313
RAYMOND JAMES TRUST N.A. 13130.01%0.01%0.02%Q3 2020Q3 202313
Personal Capital Advisors Corp 940.00%0.00%0.00%Q2 2019Q4 202213
Cedar Brook Financial Partners, LLC 1120.07%0.24%0.32%Q3 2019Q3 202313
Annex Advisory Services, LLC 13130.13%0.17%0.25%Q2 2013Q2 201613
TRUST CO OF VERMONT 1210.00%0.00%0.00%Q4 2017Q3 202213
AE Wealth Management LLC 810.00%0.01%0.05%Q1 2019Q3 202313
AVANTAX ADVISORY SERVICES, INC. 1010.01%0.01%0.02%Q4 2019Q3 202313
Altus Wealth Group LLC 12122.28%3.04%4.52%Q4 2020Q3 202312
DHJJ Financial Advisors, Ltd. 12123.20%3.46%3.60%Q4 2020Q3 202312
Cribstone Capital Management, LLC 12120.04%0.62%1.56%Q1 2020Q4 202212
Newton One Investments LLC 12128.57%10.51%12.44%Q4 2020Q3 202312
Harbor Group, Inc. 12126.45%8.52%11.38%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.73%1.03%1.42%Q4 2020Q3 202312
Foster Victor Wealth Advisors, LLC 610.03%1.27%3.08%Q1 2019Q4 202212
Summit Financial, LLC 12120.06%0.07%0.10%Q4 2020Q3 202312
Sightline Wealth Advisors, LLC 12126.29%7.09%7.58%Q4 2020Q3 202312
Guardian Wealth Advisors, LLC 12120.01%0.23%0.28%Q4 2020Q3 202312
Curi Wealth Management, LLC 12122.58%3.82%5.82%Q4 2020Q3 202312
Elmwood Wealth Management, Inc. 820.13%0.15%0.19%Q2 2020Q3 202312
Prostatis Group LLC 1110.08%0.81%1.80%Q4 2019Q2 202312
Stonebridge Capital Advisors LLC 1110.00%0.00%0.01%Q2 2020Q3 202312
COLLECTIVE FAMILY OFFICE LLC 12120.74%1.13%1.60%Q4 2020Q3 202312
Waterfront Wealth Inc. 12120.46%0.80%1.97%Q4 2020Q3 202312
Hoese & Co LLP 12120.05%0.06%0.07%Q1 2021Q4 202312
Game Plan Financial Advisors, LLC 1021.55%2.44%3.37%Q4 2019Q4 202212
DONALDSON CAPITAL MANAGEMENT, LLC 510.02%0.02%0.04%Q3 2016Q3 202312
DAVIDSON & GARRARD INC 12120.07%0.09%0.11%Q4 2014Q3 201712
Avantax Planning Partners, Inc. 910.01%0.03%0.06%Q1 2018Q1 202212
Frank, Rimerman Advisors LLC 12120.07%0.11%0.14%Q4 2020Q3 202312
Carroll Financial Associates, Inc. 1110.00%0.01%0.01%Q2 2016Q4 202112
WEALTHSOURCE PARTNERS, LLC 12120.10%0.55%0.78%Q4 2016Q3 201912
DeGreen Capital Management LLC 12120.75%1.21%2.07%Q4 2018Q3 202112
ASSETMARK, INC 840.00%0.00%0.01%Q3 2020Q3 202312
Tradition Wealth Management, LLC 12120.28%0.45%1.25%Q4 2020Q3 202312
Berger Financial Group, Inc 12120.55%1.29%1.66%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.46%0.62%0.70%Q4 2020Q3 202312
Everhart Financial Group, Inc. 12121.50%2.64%4.35%Q4 2020Q3 202312
Northern Capital Management, Inc. 12125.29%7.70%11.15%Q4 2020Q3 202312
Eagle Capital Management, LLC 840.36%3.43%5.66%Q4 2013Q3 201812
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
BUCKINGHAM STRATEGIC WEALTH, LLC 12120.10%0.14%0.29%Q4 2020Q3 202312
McCarthy Asset Management, Inc. 12122.46%2.94%3.22%Q4 2020Q3 202312
Kelman-Lazarov, Inc. 12120.08%0.14%0.29%Q4 2020Q3 202312
Oakwell Private Wealth Management, LLC 12120.20%0.30%0.49%Q4 2020Q3 202312
Opal Wealth Advisors, LLC 12126.11%8.43%11.25%Q4 2020Q3 202312
Goepper Burkhardt LLC 12120.60%0.80%1.35%Q4 2020Q3 202312
Wealthspire Advisors, LLC 1110.01%0.04%0.06%Q1 2020Q3 202312
1900 WEALTH MANAGEMENT LLC 12120.12%0.14%0.19%Q4 2020Q3 202312
McKinley Carter Wealth Services, Inc. 1110.05%0.10%0.14%Q2 2017Q2 202012
Firestone Capital Management 840.00%0.04%0.09%Q4 2019Q3 202312
KAVAR CAPITAL PARTNERS GROUP, LLC 12121.03%1.20%1.29%Q4 2020Q3 202312
Smith Anglin Financial, LLC 12120.26%0.64%1.58%Q4 2020Q3 202312
Homrich & Berg 12120.07%0.11%0.15%Q4 2018Q3 202112
Family Management Corp 12120.04%0.05%0.06%Q4 2020Q3 202312
Onyx Bridge Wealth Group LLC 12120.15%0.54%1.94%Q4 2020Q3 202312
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 12122.68%3.09%3.52%Q4 2020Q3 202312
HUNTINGTON NATIONAL BANK 1010.00%0.00%0.00%Q1 2019Q3 202312
Whitnell & Co. 12120.33%0.37%0.39%Q1 2017Q4 201912
Certified Advisory Corp 1110.02%0.02%0.04%Q4 2017Q1 202112
Hochman Cole Investment Advisors, Inc. 12120.12%0.15%0.18%Q4 2018Q3 202112
Mariner Wealth Advisors-Cincinnati, LLC 12120.12%0.16%0.25%Q4 2015Q3 201812
High Note Wealth, LLC 12123.88%4.44%4.85%Q4 2020Q3 202312
Compass Advisory Group LLC 12120.27%0.73%1.40%Q4 2020Q3 202312
TRUEWEALTH LLC 11110.00%0.00%0.00%Q4 2017Q2 202011
PRUDENTIAL FINANCIAL INC 11110.00%0.00%0.00%Q1 2021Q3 202311
MBA Advisors LLC 11112.18%3.20%3.69%Q1 2021Q3 202311
HYA Advisors, Inc 11110.16%0.31%0.45%Q4 2019Q2 202211
GREENLEAF TRUST 11110.00%0.01%0.01%Q1 2021Q3 202311
GHP Investment Advisors, Inc. 11110.01%0.03%0.05%Q1 2021Q3 202311
Kaizen Financial Strategies 920.22%0.25%0.35%Q4 2020Q3 202311
Burns Matteson Capital Management, LLC 11110.83%1.10%1.65%Q4 2020Q2 202311
Sowell Financial Services LLC 720.01%0.10%0.43%Q4 2018Q4 202111
SEGALL BRYANT & HAMILL, LLC 650.01%0.01%0.01%Q3 2020Q2 202311
INVESTMENT SECURITY GROUP INC /CO/ /ADV 111122.20%26.73%32.58%Q1 2019Q3 202111
SIMPLEX TRADING, LLC 410.00%0.00%0.00%Q1 2015Q1 202211
First National Bank of Mount Dora, Trust Investment Services 740.06%0.08%0.14%Q4 2020Q4 202311
Spire Wealth Management 11110.02%0.04%0.05%Q1 2021Q3 202311
Williams Financial, LLC 11110.24%0.27%0.30%Q1 2021Q3 202311
NewEdge Advisors, LLC 11110.03%0.04%0.07%Q1 2021Q3 202311
Keel Point, LLC 420.02%0.86%2.60%Q2 2016Q1 202111
Haverford Trust Co 11110.01%0.01%0.01%Q1 2021Q3 202311
Procyon Advisors, LLC 830.00%0.71%1.36%Q4 2019Q3 202311
SevenBridge Financial Group, LLC 11110.07%0.14%0.17%Q2 2019Q4 202111
MOTCO 1010.00%0.00%0.01%Q4 2017Q3 202311
LOGAN CAPITAL MANAGEMENT INC 11110.00%0.00%0.00%Q1 2021Q3 202311
Strategic Advisors LLC 11110.49%0.77%0.94%Q2 2013Q4 201511
Mutual Advisors, LLC 11110.09%0.18%0.29%Q1 2021Q3 202311
IEQ CAPITAL, LLC 610.01%0.02%0.03%Q4 2019Q2 202311
Mission Creek Capital Partners, Inc. 650.03%0.06%0.08%Q4 2020Q3 202311
Rockefeller Capital Management L.P. 11110.00%0.01%0.03%Q1 2021Q3 202311
Chandler Asset Management, Inc. 11110.28%0.32%0.36%Q1 2021Q3 202311
Blue Chip Wealth Management, Inc. 11110.38%0.75%1.08%Q1 2018Q3 202011
SkyView Investment Advisors, LLC 11110.51%1.12%2.18%Q4 2020Q2 202311
AT Bancorp 11112.37%6.49%7.74%Q3 2016Q1 201911
Capital Asset Advisory Services LLC 830.00%0.00%0.00%Q4 2019Q3 202211
StoneX Group Inc. 11110.14%0.33%0.46%Q4 2017Q2 202011
Pegasus Partners Ltd. 11110.08%0.09%0.11%Q1 2021Q3 202311
Laurel Wealth Advisors LLC 11110.02%0.03%0.04%Q4 2018Q2 202111
Beaumont Financial Partners, LLC 11110.04%0.05%0.18%Q1 2020Q3 202211
Retirement Planning Group, LLC 510.02%0.08%0.18%Q2 2013Q3 202311
Paradigm, Strategies in Wealth Management, LLC 11112.05%3.03%3.85%Q1 2021Q3 202311
Jackson Hole Capital Partners, LLC 650.01%0.38%1.04%Q4 2018Q3 202311
Ten Capital Wealth Advisors, LLC 10100.01%0.03%0.08%Q4 2020Q1 202310
Lowell Blake & Associates Inc. 10100.08%0.10%0.14%Q2 2021Q3 202310
MONEY CONCEPTS CAPITAL CORP 820.29%0.50%0.73%Q4 2020Q3 202310
CLIFFORD SWAN INVESTMENT COUNSEL LLC 420.01%0.01%0.04%Q2 2018Q3 202310
Systelligence, LLC 10101.05%1.92%2.84%Q4 2019Q1 202210
Brookstone Capital Management 10100.49%1.05%3.14%Q2 2021Q3 202310
Kalos Management, Inc. 310.08%0.26%0.61%Q4 2017Q2 202310
Slow Capital, Inc. 810.01%0.12%0.18%Q1 2018Q1 202310
USAdvisors Wealth Management, LLC 10101.32%4.80%7.23%Q4 2017Q1 202010
EMFO, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
FIRST MERCANTILE TRUST CO 10104.35%5.55%6.43%Q2 2019Q3 202110
Northeast Financial Group, Inc. 553.16%8.27%10.67%Q4 2020Q3 202310
Pacific Wealth Strategies Group, Inc. 10100.54%0.94%1.16%Q4 2017Q1 202010
HORIZON FINANCIAL SERVICES, LLC 10102.44%4.99%6.33%Q2 2021Q3 202310
MOTIVE WEALTH ADVISORS 10100.78%0.90%1.18%Q2 2021Q3 202310
MFA WEALTH ADVISORS, LLC 640.14%2.98%10.95%Q4 2017Q2 202010
FORVIS Wealth Advisors, LLC 510.01%0.03%0.07%Q3 2013Q2 202210
Ameritas Investment Company, LLC 910.00%0.21%0.50%Q1 2019Q3 202110
STALEY CAPITAL ADVISERS INC 640.01%0.04%0.09%Q4 2020Q3 202310
Capital Planning LLC 10100.12%0.22%0.35%Q2 2021Q3 202310
SII INVESTMENTS INC/WI 10100.02%0.50%0.67%Q3 2015Q4 201710
ASPIRIANT HOLDINGS S3, LLC 10100.24%2.31%3.53%Q3 2013Q4 201510
Valtinson Bruner Financial Planning LLC 640.12%0.21%0.31%Q4 2018Q4 202110
EPG Wealth Management LLC 520.01%0.01%0.02%Q4 2019Q3 202310
Hanson & Doremus Investment Management 730.00%0.00%0.01%Q2 2018Q3 202310
HARBOUR INVESTMENTS, INC. 640.05%0.26%0.72%Q1 2021Q3 202310
Integrated Wealth Concepts LLC 730.01%0.13%0.34%Q3 2020Q3 202310
HC FINANCIAL ADVISORS INC 10100.01%0.03%0.05%Q1 2020Q2 202210
FIFTH THIRD SECURITIES, INC. 610.34%0.71%1.08%Q3 2018Q3 202310
Covenant Multifamily Offices, LLC 10100.06%0.15%0.31%Q2 2019Q3 202110
361 CAPITAL LLC 910.14%0.34%0.68%Q2 2017Q2 202010
MCIA Inc 10106.36%7.44%8.59%Q2 2017Q3 201910
Sage Financial Management Group, Inc. 611.92%4.14%5.77%Q4 2020Q3 202310
Resource Management, LLC 10100.34%4.67%6.69%Q3 2019Q4 202110
Cordant, Inc. 10100.31%0.59%0.79%Q4 2019Q1 202210
J.W. COLE ADVISORS, INC. 810.02%0.04%0.06%Q4 2019Q3 202310
Capital Investment Advisors, LLC 910.02%0.02%0.02%Q4 2017Q1 202210
Adams Chetwood Wealth Management LLC 10101.60%3.73%4.75%Q4 2019Q1 202210
ACAS, LLC 641.67%2.20%2.57%Q1 2021Q3 202310
Blue Barn Wealth, LLC 10101.77%2.00%2.50%Q2 2021Q3 202310
Nikulski Financial, Inc. 820.11%0.21%0.26%Q1 2018Q1 202110
RMB Capital Management, LLC 990.01%0.01%0.01%Q4 2017Q4 20199
MID CONTINENT CAPITAL LLC/IL 990.02%0.04%0.09%Q3 2013Q3 20159
Destiny Wealth Partners, LLC 990.01%0.04%0.06%Q4 2020Q4 20229
Tatro Capital, LLC 810.50%0.68%0.96%Q4 2019Q1 20229
Integrated Wealth Management 990.01%0.07%0.20%Q1 2015Q1 20179
OSTERWEIS CAPITAL MANAGEMENT INC 990.01%0.02%0.02%Q4 2020Q4 20229
Covington Capital Management 630.00%0.00%0.01%Q2 2018Q3 20229
Opes Advisors Inc 990.65%0.94%1.27%Q4 2016Q4 20189
Cypress Capital Management LLC (WY) 990.09%1.22%3.05%Q4 2016Q4 20189
MYCIO WEALTH PARTNERS, LLC 510.00%0.01%0.02%Q1 2015Q4 20199
Intrua Financial, LLC 990.06%0.08%0.10%Q1 2021Q1 20239
Savant Capital, LLC 990.02%0.35%0.75%Q3 2021Q3 20239
M&R CAPITAL MANAGEMENT INC 720.00%0.00%0.00%Q2 2017Q4 20239
TD Capital Management LLC 510.00%0.00%0.00%Q2 2020Q3 20239
Redhawk Wealth Advisors, Inc. 991.50%2.39%3.32%Q3 2018Q3 20209
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
PATHSTONE FAMILY OFFICE, LLC 320.00%0.02%0.08%Q1 2017Q3 20239
Avion Wealth 990.00%0.03%0.04%Q3 2021Q3 20239
Sound Income Strategies, LLC 210.00%0.00%0.00%Q4 2019Q3 20239
VSR Financial Services, Inc. 990.02%0.31%0.66%Q2 2014Q2 20169
Arcus Capital Partners, LLC 990.09%0.31%0.56%Q2 2019Q2 20219
Econ Financial Services Corp 510.01%2.38%5.27%Q4 2018Q3 20239
LifePlan Financial Group, Inc 990.00%0.01%0.01%Q3 2018Q3 20209
Advanced Asset Management Advisors Inc 990.01%0.01%0.01%Q3 2021Q3 20239
Stonebridge Financial Planning Group, LLC 990.01%0.02%0.04%Q4 2019Q4 20219
Tenret Co LLC 990.24%0.27%0.31%Q2 2021Q2 20239
WASHINGTON TRUST BANK 990.01%0.01%0.01%Q1 2014Q1 20169
OPPENHEIMER ASSET MANAGEMENT INC. 630.00%0.00%0.00%Q1 2017Q1 20209
Essex LLC 991.62%1.74%1.96%Q3 2021Q3 20239
Windsor Wealth Management, Inc. 990.08%0.09%0.10%Q1 2020Q1 20229
DOWLING & YAHNKE LLC 720.01%0.02%0.04%Q4 2017Q3 20229
MARIETTA INVESTMENT PARTNERS LLC 720.05%0.07%0.08%Q2 2021Q3 20239
TFC Financial Management, Inc. 990.00%0.00%0.00%Q3 2020Q3 20229
Professional Financial Advisors, LLC 990.01%0.02%0.04%Q3 2020Q3 20229
AllSquare Wealth Management LLC 990.01%0.01%0.02%Q4 2017Q4 20199
FIDELIS iM, LLC 990.64%0.70%0.80%Q3 2021Q3 20239
MONECO Advisors, LLC 630.06%0.14%0.30%Q1 2021Q2 20239
Paracle Advisors, LLC 540.06%0.32%0.55%Q4 2018Q1 20219
SG Americas Securities, LLC 410.00%0.01%0.02%Q3 2014Q3 20179
Stearns Financial Services Group 990.00%0.00%0.00%Q3 2018Q3 20209
Watermark Asset Management, Inc. 880.08%0.10%0.14%Q1 2017Q4 20188
Newman & Schimel, LLC 880.16%0.32%0.51%Q4 2020Q3 20228
Fingerlakes Wealth Management, Inc. 880.39%0.47%0.51%Q4 2021Q3 20238
Guardian Wealth Management, Inc. 880.03%0.04%0.05%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.10%0.14%0.18%Q4 2021Q3 20238
Horan Securities, Inc. 710.00%0.01%0.01%Q2 2019Q2 20238
First Financial Bank - Trust Division 880.12%0.13%0.14%Q2 2018Q1 20208
WealthShield Partners, LLC 710.01%0.31%0.40%Q2 2021Q3 20238
Von Berge Wealth Management Group, LLC 882.23%2.61%2.92%Q4 2021Q3 20238
WARNER FINANCIAL, INC 880.48%0.63%0.79%Q4 2021Q3 20238
Filbrandt Wealth Management, LLC 8811.92%12.36%12.74%Q4 2019Q3 20218
TILIA FIDUCIARY PARTNERS, INC. 880.32%0.34%0.37%Q4 2021Q3 20238
CAPITAL ONE FINANCIAL CORP 880.03%0.12%0.37%Q1 2020Q4 20218
OAK HARBOR WEALTH PARTNERS, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Laidlaw Wealth Management LLC 710.17%0.21%0.32%Q4 2020Q2 20238
Avidian Wealth Solutions, LLC 880.02%0.05%0.08%Q4 2021Q3 20238
BESSEMER GROUP INC 880.00%0.00%0.00%Q4 2021Q3 20238
Fortitude Advisory Group L.L.C. 880.41%0.62%0.76%Q4 2021Q3 20238
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.01%0.24%0.49%Q4 2017Q3 20198
Keystone Wealth Services, LLC 880.10%0.14%0.24%Q4 2021Q3 20238
Cerity Partners LLC 410.01%0.43%0.85%Q4 2017Q3 20238
RE Dickinson Investment Advisors, LLC 881.33%4.60%8.46%Q4 2021Q3 20238
JANICZEK WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Wilson & Boucher Capital Management, LLC 880.59%0.62%0.68%Q4 2021Q3 20238
Crew Capital Management, Ltd. 880.37%0.42%0.50%Q1 2021Q4 20228
White Knight Strategic Wealth Advisors, LLC 880.75%1.71%2.10%Q4 2021Q3 20238
Kathleen S. Wright Associates Inc. 880.07%0.09%0.11%Q4 2021Q3 20238
LOWERY THOMAS, LLC 880.38%0.78%1.04%Q4 2021Q3 20238
OPTIONS SOLUTIONS, LLC 880.35%0.40%0.47%Q4 2021Q3 20238
Missouri Trust & Investment Co 881.83%2.19%2.97%Q4 2021Q3 20238
CONTINENTAL INVESTORS SERVICES, INC. 880.99%1.08%1.20%Q4 2021Q3 20238
RWA WEALTH PARTNERS, LLC 320.02%0.02%0.03%Q1 2017Q3 20238
ADAMSBROWN WEALTH CONSULTANTS LLC 880.62%3.34%8.45%Q4 2021Q3 20238
BROWN BROTHERS HARRIMAN & CO 610.00%0.00%0.00%Q2 2017Q3 20238
HILL ISLAND FINANCIAL LLC 880.18%0.19%0.19%Q4 2021Q3 20238
CAPITAL INSIGHT PARTNERS, LLC 880.04%0.06%0.08%Q2 2020Q1 20228
Baron Financial Group, LLC 880.01%0.01%0.01%Q3 2020Q2 20228
Halpern Financial, Inc. 620.00%0.06%0.30%Q3 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.01%0.02%0.04%Q4 2021Q3 20238
Powers Advisory Group, LLC 881.90%2.03%2.13%Q4 2021Q3 20238
Leo H. Evart, Inc. 882.44%2.90%3.16%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.02%0.07%Q4 2021Q3 20238
Warren Street Wealth Advisors, LLC 880.32%0.44%0.62%Q4 2021Q3 20238
American Trust 880.02%1.57%3.68%Q4 2021Q3 20238
BALDWIN BROTHERS LLC/MA 880.00%0.00%0.00%Q1 2018Q4 20198
Rainsberger Wealth Advisors, Inc. 884.25%4.56%5.10%Q4 2021Q3 20238
Westwind Capital 880.01%1.12%2.11%Q4 2017Q3 20198
Blooom, Inc. 880.28%0.38%0.59%Q4 2020Q3 20228
MGO ONE SEVEN LLC 880.07%0.13%0.20%Q3 2018Q2 20208
Wedmont Private Capital 880.05%0.09%0.17%Q4 2021Q3 20238
Sage Investment Advisers LLC 881.18%1.84%2.15%Q4 2021Q3 20238
Secrest Blakey & Associates, LLC 882.86%3.20%3.85%Q4 2017Q3 20198
Resurgent Financial Advisors LLC 880.15%0.17%0.19%Q4 2021Q3 20238
Scarborough Advisors, LLC 881.24%1.88%3.25%Q4 2021Q3 20238
HL FINANCIAL SERVICES LLC 880.01%0.05%0.12%Q2 2017Q1 20198
ETF Store, Inc. 880.91%1.03%1.17%Q4 2021Q3 20238
Spinnaker Investment Group, LLC 882.92%3.04%3.19%Q4 2021Q3 20238
Diligent Investors, LLC 880.24%0.25%0.27%Q4 2021Q3 20238
MORRIS FINANCIAL CONCEPTS, INC. 880.12%0.92%1.43%Q4 2021Q3 20238
National Wealth Management Group, LLC 880.99%1.65%2.46%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.00%0.01%Q4 2021Q3 20238
Stephens Consulting, LLC 880.01%0.02%0.04%Q4 2021Q3 20238
Praetorian Wealth Management, Inc. 620.13%0.16%0.20%Q2 2020Q4 20228
Aspire Wealth Management Corp 880.02%0.04%0.06%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.13%0.29%0.52%Q4 2021Q3 20238
FIRST COMMUNITY TRUST NA 880.14%0.14%0.15%Q4 2021Q3 20238
C M BIDWELL & ASSOCIATES LTD 880.02%0.17%0.32%Q4 2017Q3 20198
HB Wealth Management, LLC 880.06%0.12%0.16%Q4 2021Q3 20238
Echo Wealth Management, LLC 880.31%0.35%0.40%Q4 2020Q3 20228
Orcam Financial Group 883.58%4.26%5.42%Q4 2021Q3 20238
Ulland Investment Advisors, LLC 882.50%2.75%2.96%Q4 2021Q3 20238
Revolve Wealth Partners, LLC 880.68%2.68%3.85%Q4 2021Q3 20238
LTG Capital LLC 881.20%1.59%4.04%Q4 2021Q3 20238
Pillar Wealth Advisors, LLC 887.76%9.25%11.10%Q4 2021Q3 20238
One Day In July LLC 710.05%0.06%0.07%Q4 2020Q4 20228
Providence Capital Advisors, LLC 510.01%0.02%0.05%Q1 2020Q3 20237
Wescott Financial Advisory Group, LLC 770.70%0.92%1.18%Q1 2022Q3 20237
Bensler, LLC 770.95%1.22%1.47%Q1 2022Q3 20237
Your Advocates Ltd., LLP 770.01%0.15%0.88%Q4 2019Q2 20217
Selective Wealth Management, Inc. 430.01%0.29%0.41%Q1 2022Q4 20237
BB&T SECURITIES, LLC 770.00%0.01%0.01%Q1 2018Q3 20197
Zhang Financial LLC 770.09%0.15%0.20%Q1 2022Q3 20237
Livingston Group Asset Management CO (operating as Southport Capital Management) 520.19%0.72%1.17%Q2 2020Q1 20227
SILVER OAK SECURITIES, INCORPORATED 770.28%0.55%0.79%Q1 2022Q3 20237
Whelan Financial 610.15%0.30%0.58%Q3 2021Q3 20237
Hoover Financial Advisors, Inc. 770.04%0.09%0.19%Q4 2019Q2 20217
Founders Capital Management 770.00%0.00%0.01%Q4 2021Q2 20237
McClarren Financial Advisors, Inc. 520.01%0.06%0.08%Q4 2021Q3 20237
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 773.23%4.77%5.89%Q4 2018Q2 20207
Tuttle Capital Management, LLC 430.24%0.98%3.45%Q1 2014Q3 20167
Dakota Wealth Management 770.06%0.09%0.11%Q1 2022Q3 20237
First Pacific Financial 770.28%0.76%0.98%Q1 2022Q3 20237
Addison Advisors LLC 770.03%0.03%0.04%Q1 2022Q3 20237
Aspire Capital Advisors LLC 770.17%0.48%0.94%Q1 2022Q3 20237
Kovitz Investment Group Partners, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Safeguard Financial, LLC 771.66%2.56%4.64%Q1 2022Q3 20237
Pathway Financial Advisors LLC 430.03%0.07%0.09%Q4 2017Q4 20197
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 610.01%0.86%1.25%Q3 2020Q3 20237
WESPAC Advisors, LLC 410.16%0.70%2.78%Q2 2013Q3 20217
Indie Asset Partners, LLC 770.19%1.35%4.55%Q4 2019Q2 20217
DDD Partners, LLC 770.21%0.22%0.24%Q3 2018Q1 20207
HAZLETT, BURT & WATSON, INC. 770.01%0.02%0.03%Q1 2022Q3 20237
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 520.01%0.03%0.04%Q1 2014Q2 20197
Atria Wealth Solutions, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
Edge Advisors, LLC 770.01%0.05%0.09%Q4 2016Q2 20187
WNY Asset Management, LLC 770.10%0.24%0.37%Q4 2020Q2 20227
WHITENER CAPITAL MANAGEMENT, INC. 520.00%0.00%0.00%Q4 2017Q3 20197
TCF National Bank 770.03%0.04%0.05%Q3 2019Q1 20217
Total Wealth Planning, LLC 770.06%0.14%0.40%Q1 2022Q3 20237
Ledge Wealth Management, Inc. 770.10%0.14%0.33%Q1 2022Q3 20237
Rockbridge Investment Management, LCC 770.17%0.20%0.21%Q2 2020Q4 20217
Three Bridge Wealth Advisors, LLC 770.09%0.11%0.13%Q1 2022Q3 20237
NorthRock Partners, LLC 610.08%0.55%1.74%Q4 2016Q3 20237
Morningstar Investment Services LLC 770.06%0.07%0.08%Q2 2020Q4 20217
Athena Investment Management 770.78%1.07%1.20%Q1 2022Q3 20237
Squar Milner Financial Services LLC 520.00%0.00%0.00%Q2 2018Q1 20207
Manchester Capital Management LLC 770.01%0.01%0.01%Q2 2013Q4 20147
FLOW TRADERS U.S. LLC 310.00%0.04%0.08%Q4 2013Q2 20237
Intelligence Driven Advisers, LLC 770.77%2.27%3.87%Q4 2018Q2 20207
Graves Light Lenhart Wealth, Inc. 770.01%0.02%0.02%Q4 2020Q2 20227
Bank of New Hampshire 770.03%0.03%0.04%Q1 2022Q3 20237
SHAKER INVESTMENTS LLC/OH 660.09%0.10%0.10%Q4 2020Q1 20226
Blankinship & Foster, LLC 660.12%0.20%0.49%Q2 2022Q3 20236
Worth Asset Management, LLC 660.00%0.21%0.82%Q1 2022Q2 20236
Busey Bank 660.01%0.01%0.02%Q2 2022Q3 20236
Coston, McIsaac & Partners 660.02%0.03%0.04%Q2 2022Q3 20236
Vishria Bird Financial Group, LLC 663.29%3.80%4.42%Q4 2018Q1 20206
Focused Wealth Management, Inc 660.00%0.00%0.00%Q4 2020Q1 20226
Mirador Capital Partners LP 310.05%0.06%0.10%Q3 2018Q4 20216
Lighthouse Financial Advisors, Inc. 668.96%10.99%12.37%Q4 2019Q1 20216
HERITAGE WEALTH MANAGEMENT, LLC 420.01%0.10%0.32%Q2 2021Q4 20226
MANUFACTURERS LIFE INSURANCE COMPANY, THE 660.00%0.00%0.00%Q2 2017Q3 20186
Founders Financial Alliance, LLC 510.00%0.01%0.02%Q3 2020Q1 20226
Concord Wealth Partners 330.00%0.00%0.00%Q4 2021Q2 20236
Gratus Capital, LLC 510.02%0.04%0.10%Q4 2015Q1 20226
People's United Financial, Inc. 510.01%0.01%0.01%Q2 2016Q4 20176
Western Wealth Management, LLC 330.02%0.03%0.04%Q4 2020Q2 20226
Kernodle & Katon Asset Management Group, LLC 662.83%4.33%6.84%Q4 2015Q1 20176
Crosspoint Capital Strategies, LLC 660.00%0.04%0.10%Q2 2014Q3 20156
Csenge Advisory Group 660.06%0.07%0.08%Q2 2022Q3 20236
Advisor OS, LLC 420.16%0.40%1.31%Q2 2020Q4 20216
SEI INVESTMENTS CO 660.00%0.00%0.00%Q1 2017Q2 20186
CASTLE WEALTH MANAGEMENT LLC 660.28%0.32%0.35%Q2 2022Q3 20236
Integrated Investment Consultants, LLC 660.32%0.47%0.53%Q4 2018Q1 20206
Ritter Daniher Financial Advisory LLC / DE 660.05%0.07%0.10%Q2 2022Q3 20236
Gladstone Institutional Advisory LLC 660.11%0.33%0.47%Q1 2019Q2 20206
Paradigm Financial Partners, LLC 660.07%0.10%0.16%Q2 2022Q3 20236
D. SCOTT NEAL, INC. 660.00%0.31%0.60%Q4 2016Q1 20186
BRIGHTON JONES LLC 660.01%0.02%0.04%Q2 2022Q3 20236
RITTER DANIHER FINANCIAL ADVISORY LLC 660.12%0.15%0.17%Q4 2020Q1 20226
ASSET ADVISORS CORP 661.30%1.40%1.55%Q1 2017Q2 20186
InterOcean Capital Group, LLC 660.03%0.05%0.06%Q2 2022Q3 20236
WINTRUST INVESTMENTS LLC 660.14%0.21%0.27%Q3 2017Q4 20186
DEUTSCHE BANK AG\ 310.00%0.00%0.00%Q1 2018Q2 20216
Prentice Wealth Management LLC 510.00%0.37%0.54%Q2 2021Q3 20236
Biltmore Capital Advisors LLC 661.94%2.09%2.30%Q1 2019Q2 20206
Joel Isaacson & Co., LLC 660.00%0.01%0.01%Q3 2015Q4 20166
Independent Advisor Alliance 510.02%0.07%0.18%Q4 2019Q3 20236
Camelot Portfolios, LLC 420.09%0.11%0.15%Q1 2019Q3 20216
Walkner Condon Financial Advisors LLC 660.06%0.16%0.25%Q4 2020Q1 20226
Joule Financial, LLC 660.30%0.38%0.48%Q2 2022Q3 20236
VALLEY WEALTH MANAGERS, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
CANTOR FITZGERALD, L. P. 660.08%0.12%0.15%Q2 2022Q3 20236
Rede Wealth, LLC 660.41%0.67%0.85%Q2 2022Q3 20236
Ancora Advisors LLC 660.00%0.00%0.01%Q2 2022Q3 20236
Wealth Quarterback LLC 420.04%0.22%0.36%Q4 2019Q3 20216
Brio Consultants, LLC 660.40%0.87%1.32%Q4 2018Q1 20206
Insight Wealth Strategies, LLC 660.07%2.01%3.06%Q4 2018Q1 20206
PRIVATE TRUST CO NA 660.07%0.08%0.09%Q2 2022Q3 20236
Marietta Wealth Management, LLC 510.12%0.17%0.31%Q1 2017Q1 20196
Almanack Investment Partners, LLC. 310.04%0.73%1.68%Q1 2017Q1 20226
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
GREENWOOD CAPITAL ASSOCIATES LLC 660.07%0.27%0.72%Q1 2014Q2 20156
FRONTIER INVESTMENT MGMT CO 661.99%2.22%2.40%Q1 2019Q2 20206
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 550.21%0.49%1.01%Q4 2017Q4 20185
Simplicity Solutions, LLC 320.04%0.22%0.41%Q4 2018Q3 20235
PRING TURNER CAPITAL GROUP INC 323.70%4.66%7.11%Q1 2015Q3 20235
Segment Wealth Management, LLC 550.05%0.05%0.06%Q1 2019Q1 20205
Strategic Asset Management, LLC 550.03%0.04%0.04%Q3 2021Q3 20225
James J. Burns & Company, LLC 551.32%1.35%1.37%Q3 2022Q3 20235
WASHINGTON TRUST Co 410.00%0.00%0.00%Q1 2020Q3 20235
Beacon Pointe Wealth Advisors, LLC 550.16%0.20%0.24%Q4 2018Q4 20195
Polaris Wealth Advisory Group, LLC 320.00%0.01%0.03%Q2 2017Q3 20185
Goodwin Investment Advisory 550.00%0.01%0.02%Q2 2021Q2 20225
BAILARD, INC. 550.03%0.05%0.10%Q2 2018Q2 20195
Compass Financial Group, INC/SD 550.12%0.18%0.37%Q4 2022Q4 20235
BUCKINGHAM STRATEGIC PARTNERS, LLC 550.02%0.03%0.06%Q3 2022Q3 20235
Benedetti & Gucer, Inc. 550.26%0.29%0.34%Q1 2021Q1 20225
Knuff & Co LLC 550.00%0.00%0.00%Q4 2018Q4 20195
Permanens Capital L.P. 550.01%0.02%0.02%Q1 2019Q1 20205
UBS ASSET MANAGEMENT AMERICAS INC 550.00%0.00%0.00%Q3 2018Q3 20195
Evergreen Advisors, LLC 550.83%0.87%0.92%Q4 2018Q4 20195
FDx Advisors, Inc. 550.02%0.02%0.03%Q3 2017Q3 20185
Falcon Wealth Planning 550.08%0.10%0.13%Q4 2020Q4 20215
TrueWealth Advisors, LLC 550.13%0.22%0.27%Q3 2022Q3 20235
H&H Retirement Design & Management INC 550.16%0.34%0.49%Q4 2021Q4 20225
Caprock Group, LLC 410.02%0.04%0.06%Q4 2020Q3 20235
Leverty Financial Group, LLC 410.02%0.19%0.28%Q4 2021Q3 20235
FINANCIAL COUNSELORS INC 550.01%0.01%0.02%Q3 2022Q3 20235
Newbridge Financial Services Group, Inc. 550.01%0.01%0.01%Q3 2020Q3 20215
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
GoalVest Advisory LLC 110.00%0.00%0.01%Q4 2020Q3 20235
FINANCIAL MANAGEMENT NETWORK INC 550.10%0.10%0.11%Q1 2021Q1 20225
United Asset Strategies, Inc. 210.07%0.12%0.15%Q4 2016Q1 20195
Bellecapital International Ltd. 550.06%0.07%0.08%Q1 2021Q1 20225
AWM CAPITAL, LLC 320.04%0.09%0.16%Q3 2021Q3 20235
Berkshire Money Management, Inc. 550.00%0.04%0.05%Q1 2019Q1 20205
Diversified, LLC 550.40%0.67%0.94%Q1 2022Q1 20235
Minot Wealth Management LLC 550.51%0.53%0.57%Q1 2021Q1 20225
Stanford Investment Group, Inc. 550.12%0.15%0.18%Q4 2015Q4 20165
INVESTMENT CENTERS OF AMERICA INC 550.09%0.10%0.11%Q3 2016Q3 20175
QUANTUM CAPITAL MANAGEMENT 550.01%0.01%0.02%Q3 2019Q3 20205
HT Partners LLC 550.13%10.30%13.14%Q4 2014Q4 20155
US FINANCIAL ADVISORS, LLC 320.03%0.57%1.02%Q4 2015Q1 20215
HM PAYSON & CO 320.00%0.00%0.00%Q3 2019Q3 20235
Crewe Advisors LLC 320.00%0.00%0.01%Q4 2017Q3 20195
Baker Avenue Asset Management, LP 410.01%0.01%0.03%Q4 2021Q3 20235
Operose Advisors LLC 550.03%0.03%0.04%Q3 2022Q3 20235
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
WFG Advisors, LP 550.00%0.00%0.01%Q2 2013Q2 20145
REDMONT WEALTH ADVISORS LLC 550.38%0.40%0.43%Q4 2021Q4 20225
Transparent Wealth Partners LLC 410.85%0.89%0.98%Q4 2021Q1 20235
55I, LLC 550.01%0.01%0.02%Q2 2021Q2 20225
COUNTRY CLUB BANK /GFN 550.03%0.03%0.04%Q3 2022Q3 20235
Crescent Sterling, Ltd. 441.45%1.69%2.04%Q4 2022Q3 20234
Golden State Wealth Management, LLC 310.00%0.00%0.01%Q1 2019Q1 20204
Hilltop Partners LLC 440.41%0.59%0.93%Q4 2022Q3 20234
D.A. DAVIDSON & CO. 310.00%0.00%0.01%Q4 2016Q4 20174
Gleason Group, Inc. 440.83%1.54%2.53%Q4 2022Q3 20234
AdvicePeriod, LLC 310.06%0.08%0.09%Q4 2017Q1 20194
Milestone Investment Advisors LLC 443.17%3.83%4.50%Q4 2022Q3 20234
MONTAG A & ASSOCIATES INC 440.01%0.01%0.01%Q4 2022Q3 20234
Jacobus Wealth Management, Inc. 440.06%0.07%0.07%Q4 2016Q3 20174
Archer Investment Corp 440.00%0.00%0.00%Q4 2022Q3 20234
CBIZ Investment Advisory Services, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
Palouse Capital Management, Inc. 310.09%0.10%0.11%Q4 2020Q4 20214
Simplicity Wealth,LLC 443.92%4.76%5.88%Q4 2021Q3 20224
Corient Private Wealth LLC 440.03%0.04%0.04%Q4 2022Q3 20234
CNB Bank 440.01%0.01%0.01%Q1 2018Q4 20184
ACCURATE INVESTMENT SOLUTIONS, INC. 310.10%0.16%0.30%Q3 2016Q1 20184
Delphi Private Advisors LLC 210.11%0.20%0.42%Q4 2015Q3 20184
Flower City Capital 440.44%2.03%3.30%Q4 2021Q3 20224
Sonora Investment Management, LLC 310.00%0.00%0.01%Q3 2018Q3 20214
CARDIFF PARK ADVISORS, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Relyea Zuckerberg Hanson LLC 440.16%0.17%0.19%Q4 2022Q3 20234
Barrington Strategic Wealth Management Group LLC 440.28%0.46%0.70%Q4 2016Q3 20174
Wealth Advisory Solutions, LLC 310.06%0.59%0.87%Q4 2019Q4 20204
SOA Wealth Advisors, LLC. 440.03%0.04%0.04%Q4 2022Q3 20234
Madison Wealth Partners, Inc 440.20%0.21%0.22%Q4 2022Q3 20234
LINCOLN NATIONAL CORP 440.03%0.04%0.05%Q4 2022Q3 20234
Heirloom Wealth Management 440.15%0.44%1.04%Q4 2022Q3 20234
CONTINUUM WEALTH ADVISORS, LLC 440.42%0.87%2.14%Q4 2022Q3 20234
TMD & ASSOCIATES, INC 311.22%1.62%2.36%Q2 2018Q2 20194
Per Stirling Capital Management, LLC. 440.09%0.13%0.15%Q4 2022Q3 20234
Harbour Capital Advisors, LLC 440.09%0.10%0.12%Q1 2023Q4 20234
TrinityPoint Wealth, LLC 440.04%0.04%0.05%Q4 2022Q3 20234
Apeiron RIA LLC 440.07%0.07%0.08%Q4 2022Q3 20234
ACCESS FINANCIAL SERVICES, INC. 441.91%2.26%2.79%Q3 2018Q2 20194
FinDec Wealth Services, Inc. 440.18%0.29%0.40%Q4 2022Q3 20234
Westend Capital Management, LLC 440.07%0.08%0.08%Q3 2014Q2 20154
Running Point Capital Advisors, LLC 440.22%0.24%0.27%Q4 2020Q3 20214
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
Gupta Wealth Management LLC 440.04%0.22%0.41%Q2 2015Q1 20164
Allegis Investment Advisors, LLC 440.20%0.26%0.30%Q4 2015Q3 20164
Great Waters Wealth Management 440.23%0.27%0.31%Q4 2022Q3 20234
Independence Advisors, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
BROGAN FINANCIAL, INC. 440.21%0.23%0.27%Q4 2022Q3 20234
Beacon Bridge Wealth Partners, LLC 441.76%2.76%4.30%Q4 2022Q3 20234
Nicholas Hoffman & Company, LLC. 440.06%0.11%0.15%Q4 2022Q3 20234
Strategic Investment Solutions, Inc. /IL 440.05%0.11%0.21%Q4 2022Q3 20234
HEADINVEST, LLC 440.06%0.06%0.06%Q4 2022Q3 20234
Horan Capital Advisors, LLC. 210.00%0.01%0.01%Q1 2019Q3 20204
ARMSTRONG ADVISORY GROUP, INC 440.07%0.08%0.09%Q4 2022Q3 20234
Silicon Valley Capital Partners 440.00%0.00%0.00%Q4 2022Q3 20234
Nalls Sherbakoff Group, LLC 310.02%0.02%0.02%Q4 2018Q3 20234
Farther Finance Advisors, LLC 440.02%0.07%0.14%Q4 2022Q3 20234
Grove Bank & Trust 440.01%0.01%0.02%Q4 2022Q3 20234
SFMG, LLC 444.14%4.59%5.00%Q1 2019Q4 20194
Lee Financial Group Hawaii, Inc. 442.58%2.60%2.62%Q4 2017Q3 20184
ORSER CAPITAL MANAGEMENT, LLC 440.10%0.15%0.17%Q2 2021Q1 20224
Opes Wealth Management LLC 310.27%0.42%0.54%Q1 2019Q4 20224
Beacon Capital Management, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
ASSOCIATED BANC-CORP 440.11%0.12%0.13%Q1 2020Q4 20204
SageView Advisory Group, LLC 440.03%0.06%0.10%Q4 2022Q3 20234
Family Investment Center, Inc. 442.53%2.82%3.02%Q4 2022Q3 20234
CALTON & ASSOCIATES, INC. 440.13%0.14%0.15%Q4 2017Q3 20184
Life Planning Partners, Inc 440.01%0.01%0.01%Q4 2021Q3 20224
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
Freedman Financial Associates, Inc. 440.00%0.00%0.00%Q2 2021Q1 20224
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 440.00%0.00%0.00%Q1 2018Q4 20184
PARK AVENUE SECURITIES LLC 440.01%0.01%0.01%Q1 2021Q4 20214
Centerpoint Advisors, LLC 440.80%0.82%0.86%Q4 2022Q3 20234
Castleview Partners, LLC 110.01%0.50%1.97%Q1 2018Q3 20234
SYM FINANCIAL Corp 210.00%0.05%0.21%Q4 2021Q3 20234
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
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 444.12%4.26%4.52%Q4 2022Q3 20234
Surevest, LLC 440.01%0.01%0.02%Q4 2021Q3 20224
EverSource Wealth Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Pacific Sage Partners, LLC 441.58%1.84%2.49%Q4 2022Q3 20234
Timber Hill LLC 310.00%0.00%0.01%Q2 2015Q1 20174
Beaumont Financial Advisors, LLC 440.17%0.19%0.21%Q4 2022Q3 20234
Eley Financial Management, Inc 440.33%0.35%0.37%Q4 2022Q3 20234
Qube Research & Technologies Ltd 210.00%0.00%0.00%Q3 2021Q2 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.38%0.65%0.96%Q4 2022Q3 20234
Mascoma Wealth Management LLC 440.01%0.01%0.01%Q4 2022Q3 20234
WATERSHED PRIVATE WEALTH LLC 440.37%0.40%0.45%Q4 2022Q3 20234
Stillwater Investment Management, LLC 440.22%0.22%0.22%Q2 2022Q1 20234
Bleakley Financial Group, LLC 440.35%0.38%0.45%Q4 2022Q3 20234
Rehmann Capital Advisory Group 220.00%0.00%0.01%Q2 2018Q2 20194
Koesten, Hirschmann & Crabtree, INC. 441.04%1.05%1.07%Q4 2022Q3 20234
GPS Wealth Strategies Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Cedar Wealth Management, LLC 330.32%0.35%0.39%Q1 2023Q3 20233
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.00%0.00%0.00%Q4 2017Q3 20183
TimeScale Financial, Inc. 330.00%0.00%0.00%Q2 2019Q4 20193
Argent Wealth Management LLC 330.27%0.35%0.41%Q4 2019Q2 20203
Stokes Family Office, LLC 330.07%0.08%0.09%Q1 2022Q3 20223
RITHOLTZ WEALTH MANAGEMENT 210.01%0.02%0.03%Q3 2019Q2 20233
Biltmore Family Office, LLC 210.02%0.06%0.09%Q4 2022Q3 20233
Glass Jacobson Investment Advisors llc 210.05%0.08%0.14%Q4 2022Q3 20233
Merit Financial Group, LLC 330.02%0.03%0.03%Q2 2022Q4 20223
PCA Investment Advisory Services Inc. 331.67%1.85%1.96%Q1 2023Q3 20233
Altium Wealth Management LLC 330.04%0.07%0.12%Q1 2018Q3 20183
Global Wealth Strategies & Associates 330.02%0.02%0.02%Q2 2023Q4 20233
MKD WEALTH COACHES, LLC 330.01%0.01%0.03%Q4 2018Q2 20193
Glacier Peak Capital LLC 330.21%0.56%1.11%Q1 2019Q3 20193
Strategic Wealth Partners Group, LLC 210.02%0.16%0.39%Q1 2018Q4 20193
SUNTRUST BANKS INC 330.00%0.00%0.00%Q1 2019Q3 20193
Vigilant Capital Management, LLC 110.00%0.00%0.01%Q2 2015Q1 20213
Mariner Wealth Advisors-Madison, LLC 331.24%1.43%1.57%Q1 2013Q3 20133
Trexquant Investment LP 110.01%0.03%0.05%Q1 2020Q1 20233
Blue Trust, Inc. 210.00%0.00%0.00%Q2 2022Q3 20233
TWO SIGMA SECURITIES, LLC 210.01%0.01%0.01%Q4 2021Q1 20233
Yorktown Management & Research Co Inc 330.17%0.29%0.38%Q4 2016Q2 20173
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q2 2016Q4 20183
Robbins Farley 330.07%0.07%0.07%Q1 2023Q3 20233
Trek Financial, LLC 330.04%0.05%0.07%Q4 2018Q2 20193
Allegiant Private Advisors, LLC 330.06%0.17%0.26%Q4 2020Q2 20213
Waterloo Capital, L.P. 330.11%0.14%0.20%Q1 2023Q3 20233
TIAA, FSB 210.00%0.00%0.00%Q2 2022Q1 20233
HORAN CAPITAL MANAGEMENT 330.02%0.02%0.02%Q1 2019Q3 20193
SCOTIA CAPITAL INC. 330.00%0.00%0.00%Q3 2021Q1 20223
BREITER CAPITAL MANAGEMENT INC 210.26%0.47%0.59%Q3 2018Q3 20193
Cape Investment Advisory, Inc. 332.74%2.87%3.01%Q1 2023Q3 20233
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 3312.01%12.79%13.32%Q2 2019Q4 20193
KESTRA PRIVATE WEALTH SERVICES, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
BTR CAPITAL MANAGEMENT INC 210.04%0.04%0.05%Q1 2015Q3 20183
Moss Adams Wealth Advisors LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Norway Savings Bank 330.14%0.14%0.14%Q2 2017Q4 20173
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Alaska Wealth Advisors 330.00%0.00%0.00%Q1 2023Q3 20233
Robertson Stephens Wealth Management, LLC 330.02%0.03%0.03%Q3 2022Q1 20233
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Transamerica Financial Advisors, Inc. 210.00%0.03%0.08%Q1 2015Q2 20193
ICA Group Wealth Management, LLC 330.00%0.00%0.01%Q4 2022Q2 20233
M&T BANK CORP 330.00%0.00%0.00%Q1 2023Q3 20233
NTB Financial Corp 330.87%0.93%0.97%Q4 2021Q2 20223
WOLVERINE TRADING, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Financial Freedom, LLC 330.03%0.04%0.04%Q4 2022Q2 20233
BIP Wealth, LLC 330.02%0.03%0.03%Q1 2023Q3 20233
Regal Investment Advisors LLC 210.02%0.05%0.10%Q2 2013Q3 20233
Corbenic Partners LLC 210.00%0.00%0.00%Q4 2019Q1 20213
SNS Financial Group, LLC 330.04%0.04%0.05%Q2 2019Q4 20193
HENGEHOLD CAPITAL MANAGEMENT LLC 330.03%0.03%0.03%Q1 2023Q3 20233
PRW Wealth Management LLC 210.01%0.03%0.07%Q4 2018Q2 20213
NATIONAL PLANNING CORP 330.06%0.17%0.37%Q2 2017Q4 20173
Carnick & Kubik, LLC 330.51%0.86%1.07%Q3 2015Q1 20163
CHOREO, LLC 330.05%0.12%0.25%Q1 2023Q3 20233
Charter Oak Capital Management, LLC 330.00%0.01%0.01%Q4 2021Q2 20223
Delta Financial Group, Inc. 210.14%0.15%0.16%Q4 2022Q3 20233
Treybourne Wealth Planners, Inc. 330.20%0.20%0.21%Q4 2020Q2 20213
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Vanguard Personalized Indexing Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
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
CHEMICAL BANK 330.03%0.04%0.04%Q4 2018Q2 20193
ROVIN CAPITAL /UT/ /ADV 330.23%3.75%10.79%Q4 2019Q2 20203
Princeton Portfolio Strategies Group LLC 330.08%0.09%0.09%Q3 2016Q1 20173
Ruggaard & Associates LLC 330.32%0.34%0.36%Q1 2023Q3 20233
DELTA ASSET MANAGEMENT LLC/TN 210.00%0.00%0.00%Q1 2020Q2 20233
Russell Investments Group, Ltd. 330.00%0.00%0.00%Q1 2023Q3 20233
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q3 2014Q4 20223
ZRC WEALTH MANAGEMENT, LLC 330.20%0.21%0.21%Q1 2023Q3 20233
EWA, LLC 330.69%0.74%0.77%Q1 2023Q3 20233
JDM Financial Group LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Noble Family Wealth, LLC 337.60%7.73%7.85%Q1 2023Q3 20233
Doyle Wealth Management 110.00%0.01%0.02%Q4 2018Q2 20223
Guidant Wealth Advisors 330.09%0.09%0.09%Q1 2019Q3 20193
REGENTATLANTIC CAPITAL LLC 330.02%0.03%0.05%Q1 2022Q3 20223
WESPAC Advisors SoCal, LLC 330.01%0.01%0.01%Q3 2018Q1 20193
Vantage Financial Partners, LLC 333.24%3.29%3.36%Q1 2023Q3 20233
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Baystate Wealth Management LLC 330.00%0.00%0.01%Q2 2017Q4 20173
Realta Investment Advisors 330.03%0.04%0.04%Q2 2019Q4 20193
DIXON HUBARD FEINOUR & BROWN INC/VA 331.32%1.65%1.84%Q4 2021Q2 20223
MidWestOne Financial Group, Inc. 330.10%0.14%0.17%Q2 2019Q4 20193
Y-Intercept (Hong Kong) Ltd 110.02%0.04%0.06%Q2 2021Q3 20222
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
West Coast Financial LLC 220.04%0.04%0.04%Q2 2023Q3 20232
GREAT LAKES ADVISORS, LLC 220.01%0.01%0.01%Q2 2021Q3 20212
UNIQUE WEALTH, LLC 220.10%0.11%0.11%Q2 2023Q3 20232
One Charles Private Wealth Services, LLC 220.75%0.83%0.91%Q4 2019Q1 20202
Arbor Wealth Management, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Ridgewood Investments LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Old North State Trust, LLC 220.03%0.03%0.03%Q1 2019Q2 20192
Lavaca Capital LLC 220.04%0.04%0.04%Q4 2018Q1 20192
Capital One Investing, Inc. 220.06%0.08%0.10%Q2 2019Q3 20192
Private Portfolio Partners LLC 220.22%0.27%0.32%Q1 2019Q2 20192
Fiduciary Alliance LLC 110.00%0.01%0.02%Q4 2022Q2 20232
Paulson Wealth Management Inc. 220.40%0.40%0.40%Q2 2023Q3 20232
Heritage Trust Co 220.06%0.06%0.06%Q2 2023Q3 20232
Versant Capital Management, Inc 220.00%0.00%0.00%Q1 2019Q2 20192
SVB WEALTH LLC 220.02%0.02%0.02%Q4 2022Q1 20232
PFG Investments, LLC 220.05%0.06%0.06%Q2 2023Q3 20232
WT Wealth Management 220.36%0.37%0.39%Q4 2022Q1 20232
Clarkston Capital Partners, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Grey Fox Wealth Advisors, LLC 220.03%0.03%0.04%Q4 2022Q1 20232
Fortune Financial Advisors, LLC 220.24%0.24%0.25%Q2 2023Q3 20232
Revisor Wealth Management LLC 220.29%0.29%0.30%Q1 2023Q2 20232
GSB Wealth Management, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
CAROLINAS WEALTH CONSULTING LLC 220.00%0.00%0.00%Q1 2020Q2 20202
PANORAMIC INVESTMENT ADVISORS, LLC 111.07%1.13%1.19%Q4 2022Q3 20232
KMS FINANCIAL SERVICES, INC 220.04%0.04%0.04%Q2 2014Q3 20142
WealthBridge Capital Management, LLC 220.03%0.03%0.04%Q4 2018Q1 20192
Level Financial Advisors 220.00%0.00%0.00%Q4 2021Q1 20222
LGT Financial Advisors LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Virtu KCG Holdings LLC 110.00%0.01%0.01%Q3 2013Q1 20162
Modera Wealth Management, LLC 220.42%0.44%0.45%Q2 2023Q3 20232
Truadvice, LLC 220.04%0.14%0.23%Q2 2021Q3 20212
Cornerstone Planning Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Quantum Capital Management, LLC / NJ 220.00%0.00%0.00%Q3 2019Q4 20192
Summit Trail Advisors, LLC 110.08%0.15%0.22%Q1 2018Q1 20192
LIBERTY WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Capital Advisory Group Advisory Services, LLC 110.00%0.05%0.10%Q1 2018Q4 20192
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
STEPHENS INC /AR/ 220.00%0.00%0.00%Q4 2021Q1 20222
Empirical Finance, LLC 221.49%1.70%1.92%Q2 2018Q3 20182
THOMPSON DAVIS & CO., INC. 220.01%0.01%0.01%Q2 2018Q3 20182
Arcataur Capital Management LLC 221.46%1.49%1.51%Q2 2023Q3 20232
FIRST FOUNDATION ADVISORS 110.03%0.03%0.04%Q1 2022Q3 20232
Arete Wealth Advisors, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Ethos Financial Group, LLC 220.49%0.51%0.54%Q1 2023Q2 20232
VisionPoint Advisory Group, LLC 220.00%0.01%0.02%Q2 2023Q3 20232
Pensionmark Financial Group, LLC 220.05%0.14%0.23%Q4 2021Q1 20222
COLUMBIA ADVISORY PARTNERS LLC 220.24%0.24%0.25%Q4 2021Q1 20222
DRW Securities, LLC 110.07%0.12%0.17%Q2 2013Q1 20142
Betterment LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Clearstead Trust, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Carmel Capital Partners, LLC 220.08%0.09%0.09%Q1 2023Q2 20232
KINGS POINT CAPITAL MANAGEMENT 220.02%0.02%0.02%Q4 2021Q1 20222
Cassady Schiller Wealth Management, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
COMERICA SECURITIES INC 220.09%0.09%0.10%Q3 2018Q4 20182
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
ARGENT CAPITAL MANAGEMENT LLC 110.01%0.05%0.09%Q2 2022Q4 20222
Fulcrum Capital LLC 220.37%0.45%0.53%Q3 2021Q4 20212
Goldstein Advisors, LLC 220.05%0.05%0.05%Q2 2023Q3 20232
SignalPoint Asset Management, LLC 220.14%0.17%0.19%Q3 2019Q4 20192
Zions Bancorporation 220.00%0.00%0.00%Q4 2015Q1 20162
Checchi Capital Advisers, LLC 110.02%0.03%0.04%Q4 2020Q4 20212
Ford Financial Group, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
TFO Wealth Partners, LLC 220.05%0.06%0.06%Q4 2021Q1 20222
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
TUCKER ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q2 2023Q3 20232
KEYBANK NATIONAL ASSOCIATION/OH 220.00%0.00%0.00%Q2 2023Q3 20232
QUEST CAPITAL MANAGEMENT INC /ADV 110.07%0.22%0.38%Q2 2021Q4 20212
Values Added Financial LLC 220.61%0.63%0.65%Q2 2023Q3 20232
BNC WEALTH MANAGEMENT, LLC 220.11%0.12%0.12%Q4 2021Q1 20222
PALLADIUM PARTNERS LLC 220.00%0.00%0.00%Q2 2013Q3 20132
STANCORP INVESTMENT ADVISERS INC 220.01%0.01%0.02%Q4 2014Q1 20152
Unified Trust Company, N.A. 220.08%0.08%0.08%Q2 2021Q3 20212
Cynosure Group, LLC 220.20%0.27%0.33%Q2 2023Q3 20232
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2021Q2 20232
HIGHLAND CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2015Q3 20152
Atlantic Private Wealth, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Mendel Capital Management LLC 220.22%0.24%0.27%Q2 2023Q3 20232
Pine Valley Investments Ltd Liability Co 220.07%0.08%0.09%Q2 2023Q3 20232
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
OLD MISSION CAPITAL LLC 220.04%0.06%0.08%Q1 2021Q2 20212
Parisi Gray Wealth Management 220.01%0.01%0.01%Q4 2018Q1 20192
SADOFF INVESTMENT MANAGEMENT LLC 220.03%0.04%0.05%Q3 2020Q4 20202
SouthState Corp 220.00%0.00%0.00%Q4 2022Q1 20232
OLD NATIONAL BANCORP /IN/ 220.01%0.01%0.01%Q2 2023Q3 20232
Wallington Asset Management, LLC 220.00%0.00%0.00%Q1 2014Q2 20142
Davis Capital Management 220.27%0.28%0.28%Q1 2020Q2 20202
Ciovacco Capital Management LLC 223.47%4.28%5.08%Q4 2020Q1 20212
Blackhawk Capital Partners LLC. 110.00%0.00%0.00%Q4 2017Q2 20182
WealthPLAN Partners, LLC 220.00%0.00%0.01%Q1 2023Q2 20232
Merriman Wealth Management, LLC 220.98%1.00%1.02%Q1 2019Q2 20192
AVALON CAPITAL MANAGEMENT 220.86%1.20%1.55%Q1 2015Q2 20152
Bellwether Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
CX Institutional 110.05%0.11%0.16%Q1 2023Q3 20232
TCG Advisors, LP 220.00%0.00%0.00%Q1 2019Q2 20192
Peloton Wealth Strategists 110.11%0.12%0.13%Q4 2019Q4 20202
Genesee Capital Advisors, LLC 220.86%0.94%1.02%Q4 2018Q1 20192
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
Danda Trouve Investment Management, Inc. 220.01%0.01%0.01%Q4 2019Q1 20202
Aspen Grove Capital, LLC 220.48%0.56%0.64%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.00%0.01%0.02%Q2 2023Q3 20232
WEALTHFRONT Corp 220.00%0.00%0.00%Q2 2015Q3 20152
PAYDEN & RYGEL INVESTMENT GROUP 110.01%0.01%0.01%Q3 2023Q3 20231
RFG Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
CapWealth Advisors, LLC 110.05%0.05%0.05%Q3 2018Q3 20181
KELLEHER FINANCIAL ADVISORS 111.03%1.03%1.03%Q2 2017Q2 20171
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Cutter & CO Brokerage, Inc. 110.08%0.08%0.08%Q3 2018Q3 20181
Verdence Capital Advisors LLC 110.03%0.03%0.03%Q3 2023Q3 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
Financial Consulate Inc. 115.98%5.98%5.98%Q2 2021Q2 20211
EVERGREEN CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Hayden Royal, LLC 110.32%0.32%0.32%Q4 2018Q4 20181
PSI Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Pinnacle Wealth Advisors 110.01%0.01%0.01%Q2 2021Q2 20211
MA Private Wealth 110.09%0.09%0.09%Q4 2019Q4 20191
RAY GERALD L & ASSOCIATES LTD 110.07%0.07%0.07%Q3 2017Q3 20171
Gilbert & Cook, Inc. 110.22%0.22%0.22%Q2 2022Q2 20221
Sage Mountain Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Catamount Wealth Management 110.01%0.01%0.01%Q1 2017Q1 20171
MorganRosel Wealth Management, LLC 112.22%2.22%2.22%Q4 2018Q4 20181
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
NovaPoint Capital, LLC 110.64%0.64%0.64%Q4 2019Q4 20191
Lloyd Advisory Services, LLC. 110.00%0.00%0.00%Q1 2022Q1 20221
KPP Advisory Services LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Davidson Capital Management Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
MRA Associates USA LLC 110.20%0.20%0.20%Q3 2019Q3 20191
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
Fortis Capital Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
EdgeRock Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Strategic Blueprint, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
TMD Wealth Management, LLC 110.11%0.11%0.11%Q1 2021Q1 20211
Thrive Wealth Management, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Reby Advisors, LLC 1110.46%10.46%10.46%Q4 2020Q4 20201
Valued Wealth Advisors LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Annapolis Financial Services, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
DeDora Capital, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
STANSBERRY ASSET MANAGEMENT, LLC 110.05%0.05%0.05%Q2 2022Q2 20221
Horizon Investments, LLC 112.81%2.81%2.81%Q3 2019Q3 20191
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
ACUTE INVESTMENT ADVISORY, LLC 110.25%0.25%0.25%Q4 2021Q4 20211
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Eidelman Virant Capital 110.11%0.11%0.11%Q3 2016Q3 20161
Lifeworks Advisors, LLC 110.17%0.17%0.17%Q4 2021Q4 20211
CFS Investment Advisory Services, LLC 115.77%5.77%5.77%Q2 2021Q2 20211
City State Bank 110.00%0.00%0.00%Q2 2023Q2 20231
Fairpointe Capital LLC 110.01%0.01%0.01%Q4 2015Q4 20151
GeoWealth Management, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
NATIXIS ADVISORS, L.P. 110.00%0.00%0.00%Q3 2023Q3 20231
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
Claraphi Advisory Network, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q3 2019Q3 20191
Buffington Mohr McNeal 110.03%0.03%0.03%Q1 2019Q1 20191
Kessler Investment Group, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
JOYN Advisors, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
Bordeaux Wealth Advisors LLC 110.14%0.14%0.14%Q1 2023Q1 20231
Shilanski & Associates, Inc. 110.41%0.41%0.41%Q3 2022Q3 20221
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Lionsbridge Wealth Management LLC 111.65%1.65%1.65%Q4 2019Q4 20191
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
OXFORD FINANCIAL GROUP, LTD. LLC 110.10%0.10%0.10%Q3 2023Q3 20231
STEVENS CAPITAL PARTNERS 110.16%0.16%0.16%Q2 2023Q2 20231
Goodman Financial Corp 110.09%0.09%0.09%Q4 2019Q4 20191
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Principle Wealth Partners LLC 110.01%0.01%0.01%Q2 2020Q2 20201
OneAscent Financial Services LLC 111.17%1.17%1.17%Q3 2023Q3 20231
Granite Bay Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Semmax Financial Advisors Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
CKW FINANCIAL GROUP 110.01%0.01%0.01%Q2 2021Q2 20211
KLINGENSTEIN FIELDS & CO LP 110.08%0.08%0.08%Q3 2020Q3 20201
STABLEFORD CAPITAL II LLC 112.29%2.29%2.29%Q1 2023Q1 20231
FREEDOM WEALTH ALLIANCE, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
BAIRD ROBERT W & CO INC /WI/ 110.00%0.00%0.00%Q4 2014Q4 20141
Endurance Wealth Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.05%0.05%0.05%Q2 2021Q2 20211
Indiana Trust & Investment Management CO 110.02%0.02%0.02%Q3 2023Q3 20231
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q4 2021Q4 20211
BASSO CAPITAL MANAGEMENT, L.P. 110.01%0.01%0.01%Q2 2023Q2 20231
Aries Wealth Management 115.81%5.81%5.81%Q1 2022Q1 20221
CABANA LLC 110.00%0.00%0.00%Q2 2020Q2 20201
PrairieView Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Comprehensive Financial Consultants Institutional, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Karp Capital Management Corp 110.01%0.01%0.01%Q4 2014Q4 20141
PFS INVESTMENTS INC. 111.18%1.18%1.18%Q3 2019Q3 20191
FOUNDERS FINANCIAL SECURITIES LLC 110.81%0.81%0.81%Q3 2019Q3 20191
WestHill Financial Advisors, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
DWM Financial Group, Inc. 110.42%0.42%0.42%Q4 2019Q4 20191
Financial Advantage, Inc. 110.08%0.08%0.08%Q3 2019Q3 20191
GFS Private Wealth, LLC 117.31%7.31%7.31%Q4 2017Q4 20171
Camarda Financial Advisors, LLC 110.02%0.02%0.02%Q4 2014Q4 20141
Mosaic Family Wealth, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Personal Wealth Partners 110.00%0.00%0.00%Q3 2019Q3 20191
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q1 2017Q1 20171
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
Trutina Financial LLC 110.02%0.02%0.02%Q1 2014Q1 20141
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Total Clarity Wealth Management, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
Pinnacle Bancorp, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
SkyOak Wealth, LLC 110.10%0.10%0.10%Q2 2020Q2 20201
Fort Point Capital Partners LLC 110.06%0.06%0.06%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Pointe Capital Management LLC 110.48%0.48%0.48%Q4 2016Q4 20161
Cardan Capital Partners, LLC 111.24%1.24%1.24%Q1 2017Q1 20171
Fisher Asset Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Bridgeworth, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
CATALYST PRIVATE WEALTH, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
RGT Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Rinkey Investments 110.01%0.01%0.01%Q4 2021Q4 20211
Claybrook Capital, LLC 110.17%0.17%0.17%Q2 2021Q2 20211
Foundations Investment Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.27%0.27%0.27%Q3 2023Q3 20231
WEALTH MANAGEMENT RESOURCES, INC. 110.15%0.15%0.15%Q4 2021Q4 20211
Portfolio Solutions, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
COWA, LLC 110.05%0.05%0.05%Q3 2022Q3 20221
CAPITAL ONE, NATIONAL ASSOCIATION 110.45%0.45%0.45%Q4 2019Q4 20191
Independent Wealth Network Inc. 110.12%0.12%0.12%Q4 2021Q4 20211
SteelPeak Wealth, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Grant Street Asset Management, Inc. 110.03%0.03%0.03%Q1 2021Q1 20211
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Winch Advisory Services, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Evanson Asset Management, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
Landmark Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
MARINO, STRAM & ASSOCIATES LLC 110.99%0.99%0.99%Q2 2021Q2 20211
Greenhouse Wealth Management, LLC 110.12%0.12%0.12%Q4 2020Q4 20201
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.01%0.01%0.01%Q2 2013Q2 20131
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
CULLEN/FROST BANKERS, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
McElhenny Sheffield Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Permit Capital Advisors, LLC 110.72%0.72%0.72%Q1 2022Q1 20221
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Fusion Capital, LLC 110.20%0.20%0.20%Q4 2019Q4 20191
Trinity Financial Advisors LLC 110.24%0.24%0.24%Q1 2022Q1 20221
Ackerman Capital Advisors, LLC 110.07%0.07%0.07%Q4 2019Q4 20191
EARNEST PARTNERS LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Oder Investment Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Lowe Wealth Advisors, LLC 110.03%0.03%0.03%Q4 2023Q4 20231
PACIFIC FINANCIAL GROUP INC 112.11%2.11%2.11%Q4 2018Q4 20181
Cordasco Financial Network 110.00%0.00%0.00%Q2 2022Q2 20221
Essex Savings Bank 110.02%0.02%0.02%Q2 2019Q2 20191
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Strategic Wealth Investment Group, LLC 110.21%0.21%0.21%Q2 2022Q2 20221
Inspire Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
ORG Partners LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Liberty Capital Management, Inc. 110.07%0.07%0.07%Q3 2017Q3 20171
Santori & Peters, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Bowman & Co S.C. 110.33%0.33%0.33%Q3 2022Q3 20221
Cedar Mountain Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
PNC Managed Account Solutions, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
TOTAL INVESTMENT MANAGEMENT INC 110.03%0.03%0.03%Q4 2021Q4 20211
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Paradigm Financial Advisors, LLC 110.01%0.01%0.01%Q1 2014Q1 20141
PACES FERRY WEALTH ADVISORS, LLC 110.07%0.07%0.07%Q3 2020Q3 20201
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
MGO Private Wealth, LLC 110.18%0.18%0.18%Q1 2023Q1 20231
Graypoint LLC 110.11%0.11%0.11%Q3 2023Q3 20231
KANALY TRUST CO 110.00%0.00%0.00%Q4 2016Q4 20161
External links

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