SCHWAB STRATEGIC TR shareholder history

Current and past SCHWAB STRATEGIC TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.00%Q2 2013Q3 2023111
Cutler Group LLC / CA 1310.00%0.00%0.00%Q4 2015Q3 202353
Tortoise Investment Management, LLC 44440.02%0.20%0.57%Q4 2012Q3 202344
Destination Wealth Management 43430.02%0.07%0.27%Q1 2013Q3 202343
Summit Asset Management, LLC 42420.27%0.89%4.09%Q2 2013Q3 202342
BOK Financial Private Wealth, Inc. 42420.01%0.08%0.17%Q2 2013Q3 202342
Bangor Savings Bank 42420.51%1.08%1.78%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 42420.23%5.56%17.39%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.00%0.06%0.09%Q2 2013Q4 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.02%0.10%Q2 2013Q3 202342
B. Riley Wealth Advisors, Inc. 42420.01%0.09%0.19%Q2 2013Q3 202342
ALESCO ADVISORS LLC 42420.01%0.06%0.11%Q2 2013Q3 202342
Newman Dignan & Sheerar, Inc. 42420.18%2.18%13.54%Q2 2013Q3 202342
Courage Miller Partners, LLC 42420.33%2.12%2.82%Q2 2013Q3 202342
Garrison Asset Management, LLC 42420.69%1.33%1.88%Q2 2013Q3 202342
Ifrah Financial Services, Inc. 42420.17%0.24%0.31%Q2 2013Q3 202342
HBK Sorce Advisory LLC 42420.10%3.39%12.40%Q2 2013Q3 202342
MERIDIAN MANAGEMENT CO 42422.58%5.09%7.51%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.02%0.09%0.22%Q2 2013Q3 202342
THOMPSON SIEGEL & WALMSLEY LLC 42420.00%0.00%0.00%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.04%0.17%0.26%Q2 2013Q3 202342
PLANNING ALTERNATIVES LTD /ADV 42420.06%0.66%5.35%Q2 2013Q3 202342
Madden Advisory Services, Inc. 42420.20%2.06%5.99%Q2 2013Q3 202342
ProVise Management Group, LLC 42420.36%1.13%2.07%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.03%0.06%Q2 2013Q3 202342
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 42420.12%0.31%0.65%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.01%0.05%0.11%Q2 2013Q3 202342
Carnegie Capital Asset Management, LLC 42420.02%0.05%0.17%Q2 2013Q3 202342
FineMark National Bank & Trust 42420.01%0.04%0.16%Q2 2013Q3 202342
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 42420.30%1.32%2.01%Q2 2013Q3 202342
Evensky & Katz LLC 42420.00%0.42%1.83%Q2 2013Q3 202342
NORTHWEST INVESTMENT COUNSELORS, LLC 42421.49%3.10%3.98%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.04%Q2 2013Q3 202342
BLB&B Advisors, LLC 42420.04%0.13%0.24%Q2 2013Q3 202342
VISTA CAPITAL PARTNERS, INC. 42420.06%0.11%0.15%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
Buckingham Capital Management, Inc. 42420.07%0.98%1.69%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
CONDOR CAPITAL MANAGEMENT 42420.05%0.21%0.42%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
Marquette Asset Management, LLC 42420.61%2.89%5.43%Q2 2013Q3 202342
Charles Schwab Investment Advisory, Inc. 42422.01%4.02%7.74%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.01%0.03%0.08%Q2 2013Q3 202342
Financial Management Professionals, Inc. 42420.00%5.14%24.21%Q2 2013Q3 202342
TCI Wealth Advisors, Inc. 41410.00%0.04%0.19%Q1 2013Q1 202341
Plante Moran Financial Advisors, LLC 41410.00%0.03%0.37%Q3 2013Q3 202341
HOWE & RUSLING INC 3830.00%0.08%0.27%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.00%Q2 2013Q3 202341
BCWM, LLC 3290.10%0.17%0.25%Q2 2013Q3 202341
SIGNATUREFD, LLC 27140.00%0.03%0.09%Q2 2013Q3 202341
Twele Capital Management, Inc. 40400.10%0.14%0.18%Q4 2013Q3 202340
Private Ocean, LLC 40400.00%0.04%0.21%Q4 2013Q3 202340
Parsec Financial Management, Inc. 40400.03%0.27%0.38%Q2 2013Q1 202340
Avior Wealth Management, LLC 40400.08%1.39%4.91%Q4 2013Q3 202340
CITIGROUP INC 28120.00%0.00%0.01%Q2 2013Q3 202340
Creative Planning 3370.00%0.05%0.14%Q3 2013Q3 202340
CABOT WEALTH MANAGEMENT INC 40400.06%0.26%0.45%Q4 2013Q3 202340
Friedenthal Financial 40400.53%3.01%5.37%Q4 2013Q3 202340
Kistler-Tiffany Companies, LLC 40400.00%0.01%0.01%Q3 2013Q2 202340
TIEMANN INVESTMENT ADVISORS, LLC 40400.21%0.30%0.50%Q4 2013Q3 202340
CAHILL FINANCIAL ADVISORS INC 40400.53%1.62%2.90%Q4 2013Q3 202340
Sandy Spring Bank 40400.00%0.01%0.03%Q4 2013Q3 202340
Curbstone Financial Management Corp 40400.34%1.38%1.96%Q1 2014Q4 202340
Tradewinds Capital Management, LLC 40400.09%2.69%12.73%Q4 2013Q3 202340
WBH ADVISORY INC 3730.08%0.24%0.50%Q3 2013Q3 202340
Perigon Wealth Management, LLC 3810.04%0.12%0.24%Q3 2011Q3 202339
WEALTHCARE CAPITAL MANAGEMENT LLC 39390.00%0.04%0.12%Q1 2014Q3 202339
MCF Advisors LLC 3270.00%0.12%0.57%Q4 2013Q3 202339
Gemmer Asset Management LLC 39392.98%5.21%7.88%Q1 2014Q3 202339
LEAVELL INVESTMENT MANAGEMENT, INC. 39390.08%0.23%0.32%Q1 2014Q3 202339
One Capital Management, LLC 39390.02%0.47%1.04%Q1 2014Q3 202339
RKL Wealth Management LLC 39390.50%2.30%3.70%Q1 2014Q3 202339
FIFTH THIRD BANCORP 39390.00%0.00%0.00%Q1 2014Q3 202339
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2820.00%0.03%0.08%Q3 2013Q3 202338
HighTower Advisors, LLC 3610.00%0.09%0.21%Q2 2013Q3 202338
PITTENGER & ANDERSON INC 38380.00%0.08%0.20%Q2 2014Q3 202338
Horrell Capital Management, Inc. 38380.00%0.00%0.01%Q2 2014Q3 202338
Bouchey Financial Group Ltd 20171.43%2.18%3.14%Q4 2013Q3 202337
SAGE FINANCIAL GROUP INC 3610.13%0.94%1.48%Q4 2013Q3 202337
Asset Management Group, Inc. 37370.18%0.97%1.50%Q3 2014Q3 202337
Citadel Advisors 1020.00%0.00%0.00%Q4 2014Q3 202337
NORTHERN TRUST CORP 14100.00%0.00%0.00%Q3 2013Q3 202337
UBS Group AG 36360.00%0.02%0.04%Q4 2014Q3 202337
Aspen Investment Management Inc 37370.18%0.59%0.92%Q3 2014Q3 202337
Capital Directions Investment Advisors, LLC 3120.02%0.03%0.05%Q2 2013Q4 202237
FAGAN ASSOCIATES, INC. 2620.06%0.51%1.03%Q1 2014Q3 202336
Mengis Capital Management, Inc. 36360.20%0.45%0.74%Q4 2014Q3 202336
Somerset Group LLC 2880.20%0.33%0.57%Q4 2013Q3 202336
PINNACLE ASSOCIATES LTD 36360.02%0.04%0.05%Q4 2014Q3 202336
Chevy Chase Trust Holdings, LLC 3150.00%0.00%0.01%Q2 2014Q3 202336
Barrett Asset Management, LLC 36360.00%0.03%0.05%Q2 2013Q1 202236
Pinnacle Wealth Management Advisory Group, LLC 36360.14%0.52%0.95%Q4 2014Q3 202336
Burt Wealth Advisors 36360.60%5.05%8.05%Q4 2014Q3 202336
Landmark Financial Advisors, LLC 36360.18%0.64%1.39%Q4 2014Q3 202336
Cambridge Advisors Inc. 36360.25%0.32%0.40%Q4 2014Q3 202336
Leisure Capital Management 36360.31%1.09%1.92%Q4 2014Q3 202336
Financial Architects, Inc 2610.00%0.13%0.25%Q3 2013Q2 202336
Community Bank, N.A. 36360.10%0.36%0.51%Q4 2014Q3 202336
Savant Capital, LLC 36360.12%0.55%1.99%Q4 2014Q3 202336
Spectrum Management Group, LLC 36360.07%2.83%26.25%Q4 2013Q3 202236
Bank of New York Mellon Corp 3420.00%0.00%0.00%Q4 2013Q3 202336
Summit Financial Strategies, Inc. 36362.15%3.90%5.60%Q4 2014Q3 202336
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 36360.23%3.05%5.33%Q4 2014Q3 202336
VALLEY NATIONAL ADVISERS INC 36360.54%1.06%1.96%Q4 2014Q3 202336
West Oak Capital, LLC 23130.00%0.12%0.22%Q3 2014Q3 202336
Apriem Advisors 2810.00%0.77%5.08%Q2 2013Q3 202236
Private Advisor Group, LLC 35350.02%0.05%0.08%Q1 2015Q3 202335
Mariner, LLC 3410.02%0.23%0.57%Q2 2014Q3 202335
Ironwood Financial, llc 3140.24%0.58%1.28%Q4 2014Q3 202335
Koshinski Asset Management, Inc. 23120.16%0.45%1.46%Q4 2014Q3 202335
FCA CORP /TX 35350.15%0.41%0.61%Q1 2015Q3 202335
Emery Howard Portfolio Management, Inc. 35350.14%1.56%2.59%Q2 2013Q4 202135
Sequoia Financial Advisors, LLC 35350.16%0.47%0.74%Q1 2015Q3 202335
BAILARD, INC. 3140.03%0.09%0.27%Q4 2014Q3 202335
Chicago Partners Investment Group LLC 19160.00%0.09%0.33%Q4 2014Q3 202335
Sharkey, Howes & Javer 35350.14%5.69%14.98%Q1 2015Q3 202335
PREMIER ASSET MANAGEMENT LLC 35350.05%0.15%0.44%Q3 2013Q1 202235
OARSMAN CAPITAL, INC. 20140.13%0.36%0.61%Q1 2015Q3 202334
Rock Point Advisors, LLC 34340.11%0.15%0.20%Q2 2015Q3 202334
COLONY GROUP LLC 1960.00%0.01%0.04%Q4 2013Q3 202334
Tower Research Capital LLC (TRC) 2210.00%0.11%0.48%Q1 2014Q3 202334
Bowling Portfolio Management LLC 34340.06%0.10%0.19%Q2 2014Q3 202234
SALEM INVESTMENT COUNSELORS INC 18160.15%0.33%0.53%Q2 2013Q3 202334
TD Capital Management LLC 2950.00%0.00%0.01%Q4 2014Q3 202334
NORTH STAR ASSET MANAGEMENT INC 34340.14%0.57%0.84%Q2 2015Q3 202334
SIGMA INVESTMENT COUNSELORS INC 34340.04%0.06%0.08%Q2 2015Q3 202334
St. Johns Investment Management Company, LLC 34340.17%4.34%6.41%Q2 2015Q3 202334
Garde Capital, Inc. 33330.07%0.43%0.90%Q3 2015Q3 202333
Advisory Services Network, LLC 2760.00%0.06%0.18%Q2 2015Q3 202333
Boltwood Capital Management 33330.15%0.36%0.66%Q4 2015Q4 202333
Cetera Advisor Networks LLC 33330.01%0.04%0.10%Q3 2015Q3 202333
Parkside Financial Bank & Trust 33330.01%0.08%0.20%Q3 2015Q3 202333
JFS WEALTH ADVISORS, LLC 33330.17%0.61%1.13%Q3 2015Q3 202333
Raymond James Financial Services Advisors, Inc. 33330.02%0.09%0.21%Q3 2015Q3 202333
BlackRock Inc. 32320.00%0.00%0.00%Q4 2015Q3 202332
Moisand Fitzgerald Tamayo, LLC 32320.41%2.84%4.53%Q4 2015Q3 202332
Krilogy Financial LLC 3110.15%0.56%0.82%Q3 2015Q3 202332
Anchor Investment Management, LLC 32320.06%0.28%0.42%Q1 2016Q4 202332
Brouwer & Janachowski, LLC 32320.10%0.40%1.21%Q4 2013Q3 202132
Stockman Wealth Management, Inc. 2570.08%0.38%1.28%Q4 2014Q3 202332
Evanson Asset Management, LLC 31310.03%0.07%0.11%Q1 2016Q3 202331
Bison Wealth, LLC 2110.04%0.57%1.79%Q1 2015Q3 202331
EVERMAY WEALTH MANAGEMENT LLC 31310.09%0.34%0.76%Q1 2016Q3 202331
RAYMOND JAMES & ASSOCIATES 31310.00%0.00%0.01%Q1 2016Q3 202331
Sutton Wealth Advisors Inc. 31311.71%2.25%3.22%Q1 2016Q3 202331
Legacy Wealth Management, Inc 3010.20%1.76%5.36%Q4 2015Q3 202331
Texas Yale Capital Corp. 31310.02%0.20%0.34%Q1 2016Q3 202331
Asset Dedication, LLC 2650.52%1.93%3.10%Q4 2015Q3 202331
Carroll Financial Associates, Inc. 2320.00%0.00%0.01%Q2 2013Q4 202131
IFP Advisors, Inc 17140.01%0.16%0.46%Q4 2015Q3 202331
CAPTRUST FINANCIAL ADVISORS 2640.00%0.11%0.43%Q4 2015Q3 202330
FAS Wealth Partners, Inc. 30300.06%0.31%0.68%Q2 2016Q3 202330
WHITTIER TRUST CO OF NEVADA INC 30300.00%0.10%0.22%Q2 2016Q3 202330
KLINGENSTEIN FIELDS & CO LP 30300.01%1.05%1.63%Q2 2016Q3 202330
JANE STREET GROUP, LLC 1910.00%0.02%0.09%Q1 2014Q2 202330
Stearns Financial Services Group 30300.08%0.20%0.36%Q2 2013Q3 202030
GRIMES & COMPANY, INC. 30300.03%0.20%0.40%Q2 2016Q3 202330
US BANCORP \DE\ 30300.00%0.00%0.02%Q2 2016Q3 202330
BerganKDV Wealth Management, LLC 30300.46%2.82%4.24%Q1 2016Q2 202330
Penobscot Investment Management Company, Inc. 2810.04%0.07%0.10%Q2 2015Q3 202329
JOHNSON INVESTMENT COUNSEL INC 29290.01%0.07%0.14%Q3 2016Q3 202329
MITCHELL CAPITAL MANAGEMENT CO 29290.08%0.22%0.55%Q3 2016Q3 202329
Allworth Financial LP 2180.00%0.01%0.02%Q2 2016Q3 202329
MUFG Americas Holdings Corp 2810.00%0.15%0.29%Q2 2014Q3 202229
SVA Wealth Management, LLC 29290.89%1.87%3.28%Q4 2013Q4 202029
MONEYWISE, INC. 29299.00%11.02%14.04%Q3 2016Q3 202329
Advisory Alpha, LLC 2720.01%3.01%6.84%Q2 2016Q3 202329
GOLDMAN SACHS GROUP INC 910.00%0.00%0.03%Q1 2012Q3 202328
HENGEHOLD CAPITAL MANAGEMENT LLC 1340.03%0.12%0.43%Q2 2013Q3 202328
Parallel Advisors, LLC 28280.04%0.18%0.35%Q4 2016Q3 202328
McAdam, LLC 28280.18%0.87%2.57%Q4 2016Q3 202328
Pinnacle Advisory Group, Inc. 28280.03%0.21%0.46%Q2 2014Q1 202128
Patriot Financial Group Insurance Agency, LLC 28280.00%0.08%0.27%Q4 2016Q3 202328
ASSET PLANNING SERVICES INC /LA/ /ADV 28280.36%0.49%0.63%Q4 2016Q3 202328
Liberty Capital Management, Inc. 16120.05%0.35%0.48%Q3 2016Q3 202328
Alpha Omega Wealth Management LLC 28280.24%0.46%0.67%Q4 2016Q3 202328
WEST PACES ADVISORS INC. 28280.36%0.60%2.88%Q4 2016Q3 202328
Tiller Private Wealth, Inc. 18100.62%4.93%8.38%Q4 2015Q3 202328
ASSETMARK, INC 2210.00%0.00%0.00%Q4 2015Q3 202328
Manchester Capital Management LLC 1370.00%0.05%0.12%Q2 2013Q3 202228
Armor Investment Advisors, LLC 28280.29%1.17%3.48%Q4 2016Q3 202328
BlueSky Wealth Advisors, LLC 28282.96%3.96%4.89%Q4 2016Q3 202328
Portfolio Solutions, LLC 28280.10%0.43%0.90%Q4 2015Q3 202228
Blume Capital Management, Inc. 28280.01%0.02%0.05%Q4 2016Q3 202328
J.P. Morgan Private Wealth Advisors LLC 28280.00%0.02%0.07%Q4 2016Q3 202328
Ausdal Financial Partners, Inc. 2710.01%0.47%1.19%Q4 2015Q3 202328
WEALTHSOURCE PARTNERS, LLC 28280.04%0.30%0.90%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.06%0.55%1.60%Q1 2016Q4 202228
CWM, LLC 2080.00%0.01%0.02%Q3 2016Q3 202328
Atria Investments, Inc 1210.02%0.13%0.30%Q2 2013Q3 202328
SEI INVESTMENTS CO 2710.00%0.67%0.85%Q1 2016Q3 202328
APPLETON PARTNERS INC/MA 28280.11%0.53%0.80%Q1 2017Q4 202328
Capital Investment Advisory Services, LLC 28280.01%0.22%0.64%Q4 2016Q3 202328
PARSONS CAPITAL MANAGEMENT INC/RI 2710.02%0.04%0.06%Q1 2015Q3 202328
First Allied Advisory Services, Inc. 17110.01%0.09%0.41%Q3 2013Q3 202028
Cetera Investment Advisers 2710.02%0.12%0.50%Q3 2016Q3 202328
Lee Financial Co 28280.01%0.74%1.84%Q4 2016Q3 202328
AVITY INVESTMENT MANAGEMENT INC. 28280.04%0.06%0.08%Q3 2016Q2 202328
APPLETON GROUP, LLC 1990.47%6.79%17.65%Q3 2016Q3 202328
Meridian Wealth Management, LLC 28280.18%0.99%4.38%Q4 2016Q3 202328
Roundview Capital LLC 28280.10%0.15%0.24%Q4 2016Q3 202328
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1910.01%0.04%0.19%Q2 2013Q3 202327
AJ WEALTH STRATEGIES, LLC 27270.52%3.92%6.00%Q4 2016Q2 202327
Alliance Wealth Management Group 2610.24%2.83%3.62%Q4 2015Q2 202327
THRIVENT FINANCIAL FOR LUTHERANS 23230.00%0.02%0.04%Q1 2018Q3 202327
FLPUTNAM INVESTMENT MANAGEMENT CO 2520.01%0.08%0.27%Q4 2016Q3 202327
WISCONSIN CAPITAL MANAGEMENT LLC 2070.40%0.92%1.95%Q2 2013Q3 202327
Exchange Capital Management, Inc. 27270.01%1.09%1.48%Q1 2017Q3 202327
Kohmann Bosshard Financial Services, LLC 2521.17%3.56%6.28%Q4 2016Q3 202327
Wealth Architects, LLC 1910.06%0.41%0.81%Q4 2014Q3 202327
Stratos Wealth Partners, LTD. 16110.01%0.05%0.20%Q4 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.08%0.23%Q2 2013Q4 201927
MONETA GROUP INVESTMENT ADVISORS LLC 2610.02%0.28%0.53%Q3 2015Q3 202327
IMA Wealth, Inc. 27270.50%1.37%2.12%Q1 2017Q3 202327
HARTLINE INVESTMENT CORP/ 27270.08%0.64%1.20%Q2 2013Q4 201927
Family Firm, Inc. 1650.31%0.79%1.07%Q3 2015Q3 202326
QS Investors, LLC 26260.00%0.18%0.37%Q1 2015Q2 202126
Providence First Trust Co 26260.92%1.38%1.67%Q2 2017Q3 202326
DUNCKER STREETT & CO INC 26260.03%0.24%0.38%Q2 2017Q3 202326
Phocas Financial Corp. 26260.00%0.09%0.21%Q3 2016Q4 202226
FULTON BREAKEFIELD BROENNIMAN LLC 26260.09%0.14%0.22%Q2 2017Q3 202326
JANICZEK WEALTH MANAGEMENT, LLC 26260.16%2.76%6.28%Q2 2017Q3 202326
OXFORD FINANCIAL GROUP, LTD. LLC 26260.01%0.09%0.24%Q1 2017Q2 202326
CWH Capital Management, Inc. 26261.34%4.50%8.14%Q4 2013Q1 202026
Kingsview Wealth Management, LLC 2060.03%0.19%0.51%Q1 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.01%0.04%0.09%Q2 2017Q3 202326
DEUTSCHE BANK AG\ 2060.00%0.00%0.00%Q3 2013Q4 202226
Gateway Advisory, LLC 15110.06%0.76%2.07%Q2 2013Q4 201926
Financial Engines Advisors L.L.C. 26260.10%0.40%0.76%Q2 2017Q3 202326
Geneos Wealth Management Inc. 26260.00%0.01%0.02%Q2 2017Q3 202326
BERKSHIRE ASSET MANAGEMENT LLC/PA 2060.08%0.19%0.47%Q1 2017Q3 202326
OneDigital Investment Advisors LLC 26260.28%0.71%1.04%Q2 2017Q3 202326
CLEAR INVESTMENT RESEARCH, LLC 26260.17%0.74%1.14%Q2 2017Q3 202326
CIBC Private Wealth Group, LLC 13130.00%0.01%0.01%Q1 2017Q3 202326
LeJeune Puetz Investment Counsel LLC 26260.62%1.17%1.58%Q4 2016Q1 202326
Clearwater Capital Advisors, LLC 26260.06%0.98%1.50%Q2 2017Q3 202326
Simplicity Solutions, LLC 1530.01%0.13%0.62%Q2 2015Q3 202325
Winslow, Evans & Crocker, Inc. 2410.00%0.01%0.02%Q4 2013Q4 202025
BENJAMIN F. EDWARDS & COMPANY, INC. 25250.00%0.02%0.03%Q3 2017Q3 202325
SMITHBRIDGE ASSET MANAGEMENT INC/DE 25250.57%1.03%1.42%Q3 2017Q3 202325
Valeo Financial Advisors, LLC 25250.00%0.03%0.06%Q3 2017Q3 202325
CARRET ASSET MANAGEMENT, LLC 25250.04%0.05%0.05%Q3 2017Q3 202325
Steward Partners Investment Advisory, LLC 1870.00%0.00%0.00%Q1 2017Q3 202325
Fiduciary Group LLC 14110.01%0.05%0.07%Q2 2017Q3 202325
STIFEL FINANCIAL CORP 25250.00%0.00%0.01%Q3 2017Q3 202325
VALICENTI ADVISORY SERVICES INC 1960.10%0.56%1.31%Q3 2016Q1 202325
EP Wealth Advisors, LLC 2410.00%0.05%0.11%Q4 2015Q3 202325
FINANCIAL COUNSELORS INC 13120.02%0.08%0.15%Q4 2016Q3 202325
Sonora Investment Management, LLC 25250.00%0.00%0.00%Q3 2015Q3 202125
Gradient Investments LLC 2410.00%0.00%0.00%Q2 2017Q3 202325
Vigilant Capital Management, LLC 1110.00%0.16%1.10%Q2 2013Q4 202125
BDO Wealth Advisors, LLC 25250.02%0.03%0.07%Q2 2017Q2 202325
Vivaldi Capital Management LP 25250.16%0.47%1.69%Q3 2017Q3 202325
Armbruster Capital Management, Inc. 15100.07%0.12%0.17%Q4 2015Q3 202325
COLDSTREAM CAPITAL MANAGEMENT INC 2140.03%0.11%0.24%Q2 2017Q3 202325
Vista Private Wealth Partners. LLC 2132.45%2.85%3.42%Q3 2017Q3 202324
C M BIDWELL & ASSOCIATES LTD 24240.98%1.95%2.77%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.17%0.63%0.98%Q4 2017Q3 202324
Personal Capital Advisors Corp 24240.07%1.83%2.21%Q1 2017Q4 202224
HoyleCohen, LLC 24240.07%1.00%2.56%Q4 2017Q3 202324
McIlrath & Eck, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
Valmark Advisers, Inc. 24240.02%0.06%0.11%Q4 2017Q3 202324
Live Your Vision, LLC 24240.12%0.29%0.68%Q2 2013Q1 201924
Abacus Planning Group, Inc. 24240.09%0.42%0.96%Q4 2017Q3 202324
Acorn Wealth Advisors, LLC 24240.38%0.63%1.20%Q4 2017Q3 202324
Avantax Planning Partners, Inc. 2110.01%0.03%0.12%Q4 2016Q3 202324
SeaCrest Wealth Management, LLC 24240.27%0.46%0.62%Q4 2017Q3 202324
Nikulski Financial, Inc. 24241.39%2.11%3.34%Q4 2017Q3 202324
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 24247.92%10.63%20.91%Q4 2017Q3 202324
COOPER/HAIMS ADVISORS, LLC 24241.26%3.00%8.03%Q4 2017Q3 202324
FMR LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
Bogart Wealth, LLC 24240.02%0.53%5.52%Q4 2017Q3 202324
Bristlecone Advisors, LLC 2310.00%0.13%0.29%Q3 2017Q3 202324
Larson Financial Group LLC 24240.02%0.15%0.33%Q4 2017Q3 202324
Brinker Capital Investments, LLC 1210.00%0.02%0.04%Q2 2013Q1 202224
SIMON QUICK ADVISORS, LLC 2130.01%0.05%0.36%Q1 2017Q3 202324
GHP Investment Advisors, Inc. 24240.04%0.05%0.06%Q4 2017Q3 202324
Bigelow Investment Advisors, LLC 24240.25%0.48%0.93%Q4 2017Q3 202324
Front Row Advisors LLC 24240.14%0.19%0.26%Q4 2017Q3 202324
Beacon Capital Management, Inc. 1590.00%0.00%0.00%Q3 2017Q3 202324
Broadleaf Partners, LLC 24240.72%0.83%0.96%Q4 2017Q3 202324
Carmichael Hill & Associates, Inc. 24241.14%1.59%2.14%Q4 2017Q3 202324
Pegasus Asset Management, Inc. 24240.29%0.38%0.46%Q4 2017Q3 202324
Gradient Capital Advisors, LLC 24240.36%0.71%1.64%Q4 2017Q3 202324
DELTA ASSET MANAGEMENT LLC/TN 1130.00%0.04%0.09%Q3 2014Q3 202324
Mokosak Advisory Group, LLC 24247.22%8.40%9.95%Q4 2017Q3 202324
Carlton Hofferkamp & Jenks Wealth Management, LLC 24240.14%0.27%0.34%Q4 2017Q3 202324
FDx Advisors, Inc. 24240.01%0.11%0.38%Q3 2017Q2 202324
Jentner Corp 24240.21%0.40%0.65%Q4 2017Q3 202324
HOLDERNESS INVESTMENTS CO 1410.09%0.29%0.85%Q4 2014Q3 202324
PrairieView Partners, LLC 24240.48%0.69%0.82%Q4 2017Q3 202324
Holistic Financial Partners 24240.26%3.25%5.94%Q4 2017Q3 202324
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 24240.00%0.60%2.07%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.02%0.03%Q4 2017Q3 202324
Northwest Capital Management Inc 24240.24%0.51%1.14%Q4 2017Q3 202324
D.B. Root & Company, LLC 24240.09%0.45%0.81%Q4 2017Q3 202324
Investors Research Corp 23230.27%0.70%1.04%Q1 2018Q3 202323
Gs Investments, Inc. 1310.01%0.03%0.44%Q2 2017Q3 202323
WealthPLAN Partners, LLC 1610.00%0.07%0.12%Q4 2015Q4 202323
GLENMEDE TRUST CO NA 1910.00%0.00%0.00%Q3 2013Q3 202323
REILLY FINANCIAL ADVISORS, LLC 2110.00%0.01%0.07%Q1 2015Q4 202123
Cetera Advisors LLC 1210.01%0.02%0.04%Q1 2016Q3 202323
Allen Capital Group, LLC 2030.13%0.68%2.14%Q4 2017Q3 202323
Pure Financial Advisors, LLC 1540.01%0.03%0.09%Q4 2016Q4 202323
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 23230.05%0.31%0.62%Q1 2018Q3 202323
CENTAURUS FINANCIAL, INC. 23230.02%0.08%0.19%Q1 2018Q3 202323
MARK SHEPTOFF FINANCIAL PLANNING, LLC 1580.00%0.00%0.01%Q3 2017Q3 202323
MISSION WEALTH MANAGEMENT, LP 23230.09%0.19%0.29%Q1 2018Q3 202323
Ironwood Wealth Management, LLC. 2210.47%2.20%5.38%Q3 2017Q3 202323
Chesapeake Wealth Management 23231.02%1.26%1.45%Q1 2018Q3 202323
Global Retirement Partners, LLC 1670.00%0.05%0.10%Q4 2017Q3 202323
Schneider Downs Wealth Management Advisors, LP 23230.18%0.48%0.79%Q1 2018Q3 202323
Dynamic Advisor Solutions LLC 23230.05%0.15%0.44%Q1 2018Q3 202323
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.01%Q1 2018Q3 202323
First Horizon Advisors, Inc. 2110.00%0.00%0.01%Q2 2017Q3 202322
NAPLES GLOBAL ADVISORS, LLC 22220.06%0.12%0.17%Q2 2018Q3 202322
First National Bank of Mount Dora, Trust Investment Services 1440.08%0.10%0.13%Q4 2017Q4 202322
Towercrest Capital Management 22221.23%1.78%2.07%Q2 2018Q3 202322
EVERGREEN CAPITAL MANAGEMENT LLC 22220.03%0.12%0.18%Q2 2018Q3 202322
ACCESS FINANCIAL SERVICES, INC. 1840.22%1.86%4.42%Q4 2016Q3 202322
Strategic Financial Services, Inc, 1050.02%0.08%0.18%Q4 2016Q2 202322
SNS Financial Group, LLC 22220.10%0.21%0.36%Q2 2018Q3 202322
Relaxing Retirement Coach 12101.10%1.99%5.26%Q4 2017Q2 202322
FRONTIER INVESTMENT MGMT CO 22220.13%0.38%0.78%Q1 2015Q2 202022
Brand Asset Management Group, Inc. 22220.77%2.06%2.68%Q2 2018Q3 202322
Bedel Financial Consulting, Inc. 22220.07%0.09%0.14%Q1 2018Q2 202322
Nicollet Investment Management, Inc. 22220.29%0.67%0.92%Q2 2018Q3 202322
OPTIMUM INVESTMENT ADVISORS 22220.01%0.05%0.09%Q3 2018Q4 202322
OGOREK ANTHONY JOSEPH /NY/ /ADV 22220.00%0.13%1.41%Q2 2018Q3 202322
Cedar Wealth Management, LLC 21210.00%0.47%0.85%Q3 2018Q3 202321
SEGALL BRYANT & HAMILL, LLC 1470.02%0.03%0.05%Q2 2018Q3 202321
Hudock, Inc. 21210.01%0.40%0.77%Q3 2017Q3 202221
FIRST HAWAIIAN BANK 21210.02%0.13%0.23%Q3 2018Q3 202321
BOKF, NA 910.00%0.01%0.02%Q2 2014Q3 202321
Elmwood Wealth Management, Inc. 1120.65%1.34%2.75%Q1 2018Q3 202321
ENTERPRISE FINANCIAL SERVICES CORP 21210.02%2.46%4.31%Q2 2017Q2 202221
Covington Capital Management 21210.00%0.00%0.00%Q3 2017Q3 202221
Brightworth 21210.13%0.20%0.26%Q3 2017Q3 202221
MACROVIEW INVESTMENT MANAGEMENT LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
ALTFEST L J & CO INC 1920.06%0.07%0.10%Q2 2018Q3 202321
BUCKINGHAM STRATEGIC WEALTH, LLC 1910.03%0.14%0.43%Q1 2014Q3 202321
PIN OAK INVESTMENT ADVISORS INC 21210.02%0.03%0.07%Q3 2018Q3 202321
Continuum Advisory, LLC 11100.11%0.29%0.68%Q2 2017Q3 202321
DDD Partners, LLC 21210.07%0.09%0.11%Q3 2018Q3 202321
YorkBridge Wealth Partners, LLC 21210.14%0.50%0.74%Q4 2017Q4 202221
Triangle Securities Wealth Management 2010.17%0.58%0.86%Q1 2016Q3 202321
Arete Wealth Advisors, LLC 21210.04%0.11%0.30%Q2 2018Q2 202321
Starfire Investment Advisers, Inc. 11101.85%2.48%3.47%Q1 2015Q2 202021
Asset Advisors Investment Management, LLC 21210.14%0.44%1.32%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
Barnett & Company, Inc. 1710.01%0.56%1.10%Q1 2016Q4 202120
Laurel Wealth Advisors, Inc. 20200.07%0.28%0.53%Q1 2018Q4 202220
JONES FINANCIAL COMPANIES LLLP 20200.00%0.01%0.02%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.01%0.05%0.11%Q4 2018Q3 202320
Elwood & Goetz Wealth Advisory Group, LLC 20200.18%0.54%1.19%Q4 2018Q3 202320
MARSHALL FINANCIAL GROUP INC /ADV 20206.28%7.70%10.90%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.03%0.09%0.19%Q4 2018Q3 202320
Lutz Financial Services LLC 20200.26%0.82%1.40%Q4 2018Q3 202320
F3Logic, LLC 20200.01%0.17%0.92%Q1 2018Q4 202220
Seneca House Advisors 940.12%2.91%6.94%Q4 2017Q3 202320
PRIVATE CAPITAL MANAGEMENT LLC 20200.29%1.27%2.44%Q4 2018Q3 202320
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 20202.22%3.28%4.48%Q4 2018Q3 202320
Providence Wealth Advisors, LLC 20201.84%2.26%2.69%Q2 2018Q1 202320
Strategic Family Wealth Counselors, L.L.C. 20201.47%2.58%3.22%Q4 2018Q3 202320
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.08%0.25%0.39%Q1 2016Q4 202020
LBMC INVESTMENT ADVISORS, LLC 1420.03%0.04%0.05%Q2 2018Q3 202320
Vantage Investment Advisors, LLC 20200.00%0.00%0.00%Q4 2013Q3 201820
StoneX Group Inc. 1730.12%0.31%0.49%Q4 2017Q3 202320
American Portfolios Advisors 20200.02%0.05%0.13%Q4 2017Q3 202220
Prime Capital Investment Advisors, LLC 1910.01%1.89%3.35%Q2 2018Q3 202320
JPMORGAN CHASE & CO 1320.00%0.00%0.00%Q2 2016Q3 202320
Next Capital Management LLC 20200.97%2.46%6.28%Q4 2018Q3 202320
Wealthspire Advisors, L.P. 20200.31%1.75%2.32%Q4 2015Q3 202020
Legacy Bridge, LLC 20200.28%0.35%0.48%Q4 2018Q3 202320
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 20200.21%1.43%3.87%Q4 2018Q3 202320
Godshalk Welsh Capital Management, Inc. 1210.16%0.19%0.25%Q4 2014Q3 202320
LVW Advisors, LLC 20200.19%0.89%2.66%Q4 2018Q3 202320
Global Strategic Investment Solutions, LLC 20200.16%0.48%0.74%Q4 2018Q3 202320
HHM Wealth Advisors, LLC 20201.13%1.99%2.92%Q4 2018Q3 202320
Beacon Pointe Advisors, LLC 20200.17%0.45%0.99%Q4 2018Q3 202320
PFG Advisors 1550.06%0.17%0.33%Q2 2018Q3 202320
Murphy, Middleton, Hinkle & Parker, Inc. 1910.16%0.45%0.68%Q3 2018Q3 202320
American Financial Advisors, LLC 20200.05%0.19%1.32%Q4 2018Q3 202320
Financial Advisors, LLC 20203.98%9.24%11.71%Q4 2018Q3 202320
CHILTON CAPITAL MANAGEMENT LLC 20200.16%0.22%0.29%Q4 2018Q3 202320
Ellevest, Inc. 20200.00%0.01%0.05%Q4 2018Q3 202320
American Investment Services, Inc. 20200.37%0.59%0.84%Q4 2018Q3 202320
Omega Financial Group, LLC 20200.56%1.83%3.29%Q4 2018Q3 202320
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 20200.06%0.26%0.52%Q2 2017Q1 202220
Domani Wealth, LLC 1820.14%1.12%3.32%Q1 2016Q1 202320
Capital Advantage, Inc. 720.09%0.18%0.44%Q4 2014Q3 202320
MANAGED ACCOUNT SERVICES INC 20200.33%0.65%0.94%Q4 2016Q3 202120
Hurlow Wealth Management Group, Inc. 20200.62%1.49%3.01%Q4 2018Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.00%0.07%0.27%Q4 2017Q4 202220
Wealthcare Advisory Partners LLC 1010.00%0.03%0.14%Q4 2017Q3 202320
Black Diamond Financial, LLC 20201.74%3.66%7.26%Q4 2018Q3 202320
GW HENSSLER & ASSOCIATES LTD 1820.03%0.06%0.08%Q4 2013Q2 201920
Baird Financial Group, Inc. 19190.00%0.01%0.02%Q1 2019Q3 202319
TSFG, LLC 19190.00%0.01%0.02%Q1 2019Q3 202319
Resource Planning Group 1450.29%0.59%0.85%Q4 2018Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.65%0.89%1.05%Q1 2019Q3 202319
STRATEGIC CAPITAL ADVISERS, INC. 19191.09%1.89%2.66%Q4 2017Q2 202219
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Gladstone Institutional Advisory LLC 19190.02%0.30%1.56%Q1 2019Q3 202319
Burleson & Company, LLC 1180.01%0.68%1.76%Q4 2017Q4 202219
Almanack Investment Partners, LLC. 1720.02%0.97%3.46%Q1 2017Q4 202119
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 19190.00%0.03%0.13%Q1 2019Q3 202319
Stratos Wealth Advisors, LLC 19190.08%0.27%0.68%Q1 2019Q3 202319
Rockefeller Capital Management L.P. 19190.00%0.01%0.03%Q1 2019Q3 202319
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 19190.01%0.14%0.22%Q1 2014Q3 201819
Apollon Wealth Management, LLC 1270.05%2.54%10.80%Q4 2018Q3 202319
Cypress Capital Management LLC (WY) 1110.00%0.93%2.43%Q4 2016Q4 202119
MERCER GLOBAL ADVISORS INC /ADV 19190.23%0.57%0.78%Q1 2019Q3 202319
Joseph P. Lucia & Associates, LLC 19191.30%1.89%3.25%Q1 2019Q3 202319
AVANTAX ADVISORY SERVICES, INC. 19190.01%0.02%0.06%Q1 2019Q3 202319
Frontier Wealth Management LLC 1020.02%0.13%0.32%Q4 2014Q2 202119
FIRST NATIONAL CORP /MA/ /ADV 1270.20%3.07%4.65%Q4 2018Q3 202319
Dorsey & Whitney Trust CO LLC 19190.05%0.07%0.12%Q1 2019Q3 202319
Summit Financial, LLC 1630.02%0.05%0.12%Q4 2018Q3 202319
Baystate Wealth Management LLC 1630.00%0.00%0.00%Q2 2017Q3 202319
Confluence Wealth Management LLC 19190.30%1.80%3.30%Q1 2016Q3 202019
Cerity Partners LLC 1410.01%0.07%0.40%Q3 2018Q3 202319
Homrich & Berg 810.01%0.04%0.09%Q1 2014Q3 202119
Broadview Financial Management, LLC 1720.17%0.20%0.22%Q2 2018Q1 202319
SAGE RHINO CAPITAL LLC 19190.11%0.15%0.21%Q1 2019Q3 202319
Lido Advisors, LLC 1810.02%0.03%0.05%Q3 2018Q2 202319
DAVIDSON & GARRARD INC 18180.13%0.18%0.22%Q2 2013Q3 201718
MAI Capital Management 18180.03%0.08%0.14%Q2 2019Q3 202318
NATIONAL PLANNING CORP 18180.20%0.27%0.35%Q2 2013Q3 201718
HL FINANCIAL SERVICES LLC 18180.01%0.01%0.01%Q2 2013Q3 201718
Selective Wealth Management, Inc. 1410.03%0.18%1.20%Q3 2018Q4 202318
HM PAYSON & CO 18180.00%0.00%0.00%Q2 2019Q3 202318
Belpointe Asset Management LLC 1620.01%0.12%0.24%Q3 2018Q1 202318
CREATIVE FINANCIAL DESIGNS INC /ADV 1170.00%0.04%0.10%Q2 2017Q3 202318
Camelot Portfolios, LLC 1710.10%0.29%0.48%Q3 2018Q2 202318
INVESTMENT CENTERS OF AMERICA INC 18180.16%0.26%0.42%Q2 2013Q3 201718
Cypress Wealth Services, LLC 18180.08%0.30%0.60%Q4 2017Q1 202218
1834 INVESTMENT ADVISORS CO 18180.00%0.00%0.00%Q1 2018Q2 202218
PETTYJOHN, WOOD & WHITE, INC 1350.07%0.19%0.25%Q1 2018Q3 202318
SOUTH TEXAS MONEY MANAGEMENT LTD 18180.01%0.04%0.10%Q1 2014Q2 201818
SAWGRASS ASSET MANAGEMENT LLC 940.01%0.02%0.03%Q3 2017Q3 202318
AE Wealth Management LLC 1410.01%0.04%0.10%Q4 2018Q3 202318
CWA Asset Management Group, LLC 18180.04%0.06%0.08%Q2 2019Q3 202318
Asset Planning Services, Ltd. 18180.06%0.09%0.14%Q2 2015Q3 201918
Matrix Trust Co 18181.41%2.01%2.52%Q2 2019Q3 202318
Heritage Way Advisors, LLC 18180.18%0.27%0.44%Q3 2017Q4 202118
Diligent Investors, LLC 18180.59%0.98%1.26%Q2 2019Q3 202318
Steinberg Global Asset Management 18180.07%0.12%0.17%Q4 2014Q1 201918
Gainplan LLC 1440.12%0.39%1.43%Q1 2019Q3 202318
JMG Financial Group, Ltd. 1130.01%0.25%0.81%Q3 2013Q3 202318
Financial Advocates Investment Management 18180.05%0.11%0.23%Q4 2017Q1 202218
RIVERSEDGE ADVISORS, LLC 18182.48%3.37%4.10%Q2 2019Q3 202318
Peak Financial Management, Inc. 1250.08%0.12%0.18%Q1 2019Q3 202317
Aptus Capital Advisors, LLC 17170.00%0.01%0.01%Q3 2019Q3 202317
MinichMacGregor Wealth Management, LLC 1210.00%0.49%4.15%Q4 2015Q4 202217
Baldrige Asset Management LLC 17170.61%0.98%1.91%Q1 2019Q1 202317
Carlson Capital Management 1160.03%0.07%0.08%Q2 2017Q1 202217
WHITTIER TRUST CO 1520.00%0.02%0.03%Q4 2018Q3 202317
NBT BANK N A /NY 17170.06%0.26%0.54%Q3 2019Q3 202317
PIERSHALE FINANCIAL GROUP, INC. 520.00%9.29%34.45%Q2 2013Q3 202117
CENTRAL TRUST Co 720.00%0.00%0.01%Q4 2017Q3 202317
FOSTER & MOTLEY INC 1610.02%0.03%0.05%Q3 2018Q2 202317
Pflug Koory, LLC 17170.02%0.03%0.05%Q3 2019Q3 202317
WealthTrust Fairport, LLC 1310.01%0.04%0.10%Q2 2014Q1 201917
PINNACLE FINANCIAL PARTNERS INC 1610.01%0.01%0.01%Q1 2019Q3 202317
Whitnell & Co. 17170.90%1.35%1.57%Q4 2015Q4 201917
Modus Advisors, LLC 17170.09%0.34%1.71%Q4 2019Q4 202317
River Wealth Advisors LLC 1130.04%0.06%0.09%Q2 2018Q3 202317
MARINER INDEPENDENT ADVISOR NETWORK, LLC 730.03%0.42%1.18%Q2 2014Q3 202217
Campbell Wealth Management 17170.06%0.10%0.17%Q3 2019Q3 202317
Glassman Wealth Services 630.00%0.00%0.01%Q2 2017Q3 202317
Physician Wealth Advisors, Inc. 17170.07%0.56%1.36%Q3 2019Q3 202317
GILL CAPITAL PARTNERS, LLC 1611.62%2.16%2.50%Q4 2018Q4 202317
Columbus Macro, LLC 17170.28%0.78%2.58%Q2 2018Q2 202217
SRS Capital Advisors, Inc. 1010.00%0.00%0.01%Q3 2018Q3 202317
Commonwealth Equity Services, Inc 1250.00%0.03%0.10%Q2 2013Q3 201717
Ancora Advisors LLC 1610.00%0.00%0.00%Q3 2018Q3 202317
NewSquare Capital LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
Hendershot Investments Inc. 17170.06%0.08%0.10%Q3 2019Q3 202317
Capital Analysts, LLC 17170.00%0.05%0.07%Q3 2019Q3 202317
QCI ASSET MANAGEMENT INC/NY 17170.22%0.75%2.10%Q3 2017Q3 202117
Charles Schwab Trust Co 17170.11%1.90%4.17%Q3 2019Q3 202317
PATTON ALBERTSON MILLER GROUP, LLC 1310.03%0.21%0.35%Q3 2018Q3 202317
Palisade Asset Management, LLC 17170.14%0.17%0.21%Q3 2018Q3 202217
Van Hulzen Asset Management, LLC 17170.03%0.09%0.16%Q4 2018Q4 202217
QUADRANT CAPITAL GROUP LLC 1610.01%0.16%0.24%Q4 2018Q3 202317
FormulaFolio Investments, LLC 17170.03%0.16%0.27%Q4 2016Q4 202017
CVA Family Office, LLC 16160.17%0.35%0.88%Q4 2019Q3 202316
Column Capital Advisors, LLC 16160.01%0.02%0.04%Q4 2019Q3 202316
Provident Wealth Management, LLC 16161.58%2.11%2.50%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.01%0.02%0.02%Q4 2019Q3 202316
Gleason Group, Inc. 16160.01%0.24%1.56%Q4 2019Q3 202316
Capital Asset Advisory Services LLC 16160.00%0.01%0.02%Q4 2019Q3 202316
Wagner Wealth Management, LLC 1240.00%0.01%0.03%Q4 2017Q3 202316
Orion Portfolio Solutions, LLC 16160.02%0.02%0.04%Q4 2019Q3 202316
Strategic Financial Planning, Inc. 161611.13%12.15%14.11%Q4 2019Q3 202316
Ascension Capital Advisors, Inc. 16165.47%7.50%10.14%Q4 2019Q3 202316
John W. Brooker & Co., CPAs 16160.32%1.25%2.38%Q4 2019Q3 202316
Element Wealth, LLC 16161.76%2.70%3.62%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.17%0.27%0.33%Q4 2019Q3 202316
DAVIDSON TRUST CO 16160.42%0.48%0.58%Q4 2019Q3 202316
S.A. Mason LLC 16160.46%0.55%0.63%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.01%0.01%0.01%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
ARBOR TRUST WEALTH ADVISORS, LLC 16162.04%2.66%2.96%Q4 2019Q3 202316
CAPITAL INSIGHT PARTNERS, LLC 16160.38%0.51%0.64%Q4 2019Q3 202316
Your Advocates Ltd., LLP 16160.00%2.34%6.77%Q4 2019Q3 202316
Visionary Wealth Advisors 16161.64%1.98%2.43%Q4 2019Q3 202316
Cedar Mountain Advisors, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Newport Wealth Strategies, Inc. 16160.25%2.06%3.65%Q4 2017Q3 202116
Marcum Wealth, LLC 16163.61%7.43%15.12%Q4 2019Q3 202316
SYNOVUS FINANCIAL CORP 1020.00%0.00%0.01%Q2 2018Q3 202316
Pacific Edge Advisors, LLC 16163.85%6.18%8.66%Q4 2017Q3 202116
Vectors Research Management, LLC 16160.00%0.01%0.04%Q3 2018Q2 202216
Harborview Advisors, LLC 16160.78%0.94%1.15%Q4 2017Q3 202116
Carolina Wealth Advisors, LLC 16162.30%3.22%3.91%Q4 2019Q3 202316
Mutual Advisors, LLC 16160.02%0.08%0.20%Q4 2019Q3 202316
Capital Advisors, Ltd. LLC 16160.00%0.02%0.04%Q4 2019Q3 202316
Firestone Capital Management 16160.21%0.35%0.51%Q4 2019Q3 202316
Kavar Capital Partners, LLC 820.00%0.55%1.48%Q4 2013Q3 202016
Oldfather Financial Services, LLC 16160.20%0.38%0.50%Q4 2019Q3 202316
Ruggie Capital Group 1240.00%0.02%0.09%Q4 2014Q4 201816
Great Diamond Partners, LLC 16160.09%0.15%0.19%Q4 2019Q3 202316
MADISON WEALTH MANAGEMENT 16160.10%0.13%0.37%Q4 2019Q3 202316
Westside Investment Management, Inc. 1510.00%0.00%0.00%Q2 2019Q3 202316
Fortis Capital Management LLC 16160.31%1.05%2.33%Q4 2019Q3 202316
ISLAY CAPITAL MANAGEMENT, LLC 16160.03%0.15%0.71%Q4 2019Q3 202316
Sculati Wealth Management, LLC 16162.48%2.85%3.77%Q4 2019Q3 202316
Renaissance Technologies 310.00%0.00%0.00%Q1 2018Q3 202316
FORTE CAPITAL LLC /ADV 1420.04%0.06%0.08%Q3 2017Q3 202316
NWK Group, Inc. 16160.01%0.01%0.01%Q4 2019Q3 202316
Ledyard National Bank 16160.03%0.05%0.10%Q4 2017Q3 202116
Jacobsen Capital Management 1420.14%0.42%2.16%Q2 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
AlphaCore Capital LLC 16160.00%0.03%0.14%Q4 2019Q3 202316
TD Ameritrade Trust Co 16160.00%7.27%14.40%Q2 2015Q1 201916
Creegan & Nassoura Financial Group, LLC 16161.44%1.87%2.39%Q4 2019Q3 202316
Clearstead Advisors, LLC 1510.00%0.02%0.17%Q4 2018Q3 202316
Efficient Market Advisors, LLC 16160.06%0.13%0.33%Q2 2013Q1 201716
Curtis Advisory Group, LLC 16160.21%0.38%0.88%Q4 2019Q3 202316
Sunburst Financial Group, LLC 16160.25%0.64%1.06%Q4 2019Q3 202316
Pensionmark Financial Group, LLC 1410.06%0.09%0.15%Q4 2018Q3 202316
Cordant, Inc. 16160.08%0.50%0.92%Q4 2019Q3 202316
BALLAST ADVISORS LLC 16161.34%1.75%2.24%Q4 2019Q3 202316
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 16160.03%0.04%0.07%Q3 2017Q2 202116
Fusion Capital, LLC 16160.13%0.24%0.59%Q4 2019Q3 202316
SENTINEL PENSION ADVISORS INC 16160.09%0.54%5.13%Q4 2019Q3 202316
EWG Elevate Inc. 16161.04%1.65%2.21%Q4 2019Q3 202316
Cedar Brook Financial Partners, LLC 1060.11%0.34%0.51%Q4 2018Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.21%0.29%0.44%Q4 2019Q3 202316
SHEETS SMITH WEALTH MANAGEMENT 16160.04%0.13%0.17%Q4 2019Q3 202316
Patten Group, Inc. 930.00%0.02%0.07%Q4 2015Q1 202216
Buffington Mohr McNeal 15150.11%0.17%0.21%Q4 2016Q2 202015
Litman Gregory Wealth Management LLC 1320.02%0.16%0.25%Q4 2019Q3 202315
NEXT Financial Group, Inc 1110.01%0.04%0.06%Q3 2014Q4 202115
CRA Financial Services, LLC 15150.40%0.51%0.62%Q1 2020Q3 202315
Acropolis Investment Management, LLC 15150.03%0.04%0.06%Q1 2020Q3 202315
Windsor Wealth Management, Inc. 15150.10%0.26%0.62%Q3 2018Q1 202215
LifeSteps Financial, Inc. 1410.22%0.25%0.27%Q4 2019Q3 202315
Mayfair Advisory Group, LLC 1320.20%1.70%5.82%Q4 2019Q3 202315
McCarthy Grittinger Financial Group, LLC 15150.37%0.50%1.33%Q1 2020Q3 202315
CITIZENS FINANCIAL GROUP INC/RI 15150.03%0.08%0.11%Q1 2020Q3 202315
Westwind Capital 15150.01%0.60%2.10%Q1 2018Q3 202115
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1050.20%0.31%0.58%Q4 2019Q3 202315
Pinnacle Family Advisors, LLC 710.11%0.94%1.69%Q4 2016Q1 202215
HC Advisors, LLC 1410.71%1.18%1.34%Q4 2019Q3 202315
Gray Wealth Management Inc. 15150.18%0.25%0.33%Q1 2020Q3 202315
Retirement Group, LLC 1410.01%0.07%0.14%Q4 2019Q3 202315
BCS Wealth Management 1411.74%2.14%2.73%Q4 2019Q3 202315
PACIFIC SUN FINANCIAL CORP 610.41%0.50%0.73%Q1 2018Q2 202315
Souders Financial Advisors 15150.90%1.95%2.86%Q1 2020Q3 202315
Triton Wealth Management, PLLC 15150.17%0.22%0.42%Q1 2020Q3 202315
Orgel Wealth Management, LLC 1410.05%0.97%2.25%Q2 2019Q3 202315
FINANCIAL CONSULATE, INC 1410.20%0.99%1.62%Q4 2014Q1 201915
MSI Financial Services Inc 15150.00%0.01%0.02%Q2 2013Q4 201615
MYCIO WEALTH PARTNERS, LLC 15150.04%0.06%0.07%Q2 2016Q4 201915
Opus Capital Group, LLC 15150.15%0.19%0.25%Q1 2020Q3 202315
MADDEN SECURITIES Corp 1410.77%1.15%1.80%Q4 2019Q3 202315
Wealthstreet Investment Advisors, LLC 15150.02%0.07%0.09%Q4 2017Q2 202115
OSAIC HOLDINGS, INC. 15150.07%0.15%0.21%Q1 2020Q3 202315
CAROLINAS WEALTH CONSULTING LLC 15150.02%0.04%0.08%Q1 2020Q3 202315
Sunbelt Securities, Inc. 1320.31%1.17%7.19%Q4 2019Q3 202315
Stordahl Capital Management, Inc. 1410.06%0.24%0.55%Q4 2018Q2 202315
B & T Capital Management DBA Alpha Capital Management 15150.15%9.12%13.18%Q3 2016Q1 202015
Private Vista, LLC 1410.06%0.08%0.12%Q3 2016Q2 202015
Advisor Group, Inc. 15150.01%0.02%0.15%Q2 2016Q4 201915
WOODMONT INVESTMENT COUNSEL LLC 15150.08%0.14%0.18%Q1 2020Q3 202315
Avion Wealth 15150.00%0.01%0.02%Q1 2020Q3 202315
Adams Wealth Management 14140.99%4.31%7.11%Q1 2020Q2 202314
Wealthspire Advisors, LLC 1210.00%0.18%0.41%Q4 2018Q3 202314
AMERICAN CENTURY COMPANIES INC 1310.00%0.00%0.00%Q1 2020Q3 202314
Pinnacle Bancorp, Inc. 1310.01%0.03%0.04%Q4 2018Q3 202314
Alpha Cubed Investments, LLC 14140.04%0.05%0.06%Q2 2020Q3 202314
Proficio Capital Partners LLC 14140.06%0.08%0.11%Q1 2016Q2 201914
Meridian Wealth Partners, LLC 1040.04%0.12%0.45%Q4 2019Q3 202314
FARMERS & MERCHANTS INVESTMENTS INC 14140.00%0.01%0.01%Q2 2020Q3 202314
Elm Partners Management LLC 1010.00%0.02%0.10%Q1 2019Q3 202314
LBA Wealth Management, LLC 14140.06%0.07%0.10%Q4 2013Q1 201714
CALTON & ASSOCIATES, INC. 1210.03%0.08%0.12%Q4 2017Q4 202214
Southern Wealth Management, LLP 14140.16%1.11%1.87%Q4 2019Q1 202314
PLANNING DIRECTIONS INC 14140.27%0.36%0.51%Q2 2020Q3 202314
SOL Capital Management CO 640.04%0.10%0.31%Q1 2019Q3 202314
MILLENNIUM MANAGEMENT LLC 610.00%0.00%0.00%Q4 2016Q3 202314
Reitz Capital Advisors LLC 810.13%1.19%2.42%Q4 2018Q3 202314
MATHER GROUP, LLC. 1310.04%0.09%0.13%Q3 2019Q3 202314
MOLLER WEALTH PARTNERS 14140.48%0.79%1.18%Q2 2020Q3 202314
BAR HARBOR TRUST SERVICES 14140.11%0.16%0.33%Q2 2013Q3 201614
WealthTrust-Arizona, LLC 14144.89%5.33%5.69%Q3 2015Q4 201814
COZAD ASSET MANAGEMENT INC 14140.11%0.14%0.17%Q2 2020Q3 202314
EVOKE WEALTH, LLC 14140.00%0.01%0.03%Q2 2020Q3 202314
ASPIRIANT, LLC 1310.01%0.01%0.02%Q1 2017Q3 202314
GABLES CAPITAL MANAGEMENT INC. 14140.03%0.04%0.05%Q2 2020Q3 202314
Vision Capital Management, Inc. 14140.45%0.53%0.62%Q2 2020Q3 202314
PHILLIPS FINANCIAL MANAGEMENT, LLC 1040.12%0.17%0.21%Q1 2020Q3 202314
KILEY JUERGENS WEALTH MANAGEMENT, LLC 810.07%0.38%0.80%Q4 2017Q3 202314
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
Cresset Asset Management, LLC 1220.00%0.03%0.11%Q4 2018Q3 202314
PROFFITT & GOODSON INC 14140.06%0.07%0.07%Q2 2020Q3 202314
Costello Asset Management, INC 14140.05%0.06%0.07%Q2 2020Q3 202314
SFMG, LLC 1310.03%0.05%0.26%Q2 2013Q3 202314
AMI INVESTMENT MANAGEMENT INC 540.06%0.11%0.18%Q3 2017Q3 202114
HUNTINGTON NATIONAL BANK 1210.00%0.00%0.00%Q1 2010Q3 202314
SHINE INVESTMENT ADVISORY SERVICES INC 14140.17%1.00%1.96%Q2 2017Q3 202014
Integrated Wealth Concepts LLC 13130.07%0.20%0.30%Q3 2020Q3 202313
Smithfield Trust Co 1120.00%0.01%0.01%Q2 2014Q3 202313
NOTTINGHAM ADVISORS, INC. 13130.03%0.04%0.04%Q3 2020Q3 202313
AT Bancorp 13131.82%4.25%5.40%Q1 2016Q1 201913
SWS Partners 510.00%0.19%0.30%Q4 2017Q3 202313
Calamos Advisors LLC 1120.00%0.00%0.00%Q2 2017Q4 202013
JNBA Financial Advisors 610.00%0.05%0.67%Q3 2016Q3 202313
St. Louis Trust Co 1120.27%0.64%1.21%Q2 2020Q3 202313
JUNCTURE WEALTH STRATEGIES, LLC 13130.19%0.53%1.85%Q4 2020Q4 202313
VSR Financial Services, Inc. 13130.04%0.31%0.62%Q2 2013Q2 201613
Jackson Creek Investment Advisors LLC 13130.33%0.46%0.53%Q3 2020Q3 202313
PACES FERRY WEALTH ADVISORS, LLC 13131.86%2.96%3.62%Q3 2020Q3 202313
Summit Place Financial Advisors, LLC 1210.48%1.70%8.01%Q4 2019Q3 202313
PARAMETRIC PORTFOLIO ASSOCIATES LLC 810.00%0.00%0.01%Q2 2018Q1 202213
DENVER INVESTMENT ADVISORS LLC 13130.04%0.10%0.15%Q1 2015Q1 201813
Horst & Graben Wealth Management LLC 13130.08%1.55%3.92%Q3 2020Q3 202313
ATLAS CAPITAL ADVISORS LLC 1210.00%0.00%0.01%Q2 2020Q3 202313
TFC Financial Management, Inc. 13130.00%0.00%0.00%Q3 2020Q3 202313
Edge Capital Group, LLC 620.01%0.05%0.10%Q4 2018Q3 202313
NWAM LLC 710.02%0.06%0.10%Q4 2019Q3 202313
PACIFIC CAPITAL WEALTH ADVISORS, INC 1210.19%0.37%0.73%Q4 2019Q1 202313
Kestra Advisory Services, LLC 13130.01%0.04%0.18%Q3 2020Q3 202313
Cubic Asset Management, LLC 910.06%0.07%0.08%Q2 2014Q3 201813
YHB Investment Advisors, Inc. 13130.08%0.31%0.45%Q3 2020Q3 202313
OPPENHEIMER ASSET MANAGEMENT INC. 630.00%0.00%0.01%Q1 2017Q3 202313
Miracle Mile Advisors, LLC 13130.01%0.03%0.04%Q3 2020Q3 202313
Sheaff Brock Investment Advisors, LLC 13130.02%0.04%0.05%Q3 2020Q3 202313
Nicholas Hoffman & Company, LLC. 12120.01%0.07%0.20%Q4 2020Q3 202312
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 620.04%0.08%0.16%Q3 2019Q3 202312
KAVAR CAPITAL PARTNERS GROUP, LLC 12120.95%1.22%1.38%Q4 2020Q3 202312
Bond & Devick Financial Network, Inc. 12120.38%0.51%0.71%Q4 2020Q3 202312
Versant Capital Management, Inc 1020.00%0.01%0.02%Q4 2017Q4 202112
Annapolis Financial Services, LLC 12120.07%0.13%0.22%Q4 2020Q3 202312
Granite Investment Partners, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
COLLECTIVE FAMILY OFFICE LLC 12120.62%1.10%1.77%Q4 2020Q3 202312
Cascade Investment Advisors, Inc. 1110.00%0.01%0.02%Q2 2019Q1 202312
Family Management Corp 12120.06%0.08%0.13%Q4 2020Q3 202312
Foster Group, Inc. 12120.09%0.12%0.18%Q4 2020Q3 202312
Radnor Financial Advisors, LLC 12123.38%5.49%7.09%Q4 2019Q3 202212
Mariner Wealth Advisors-Cincinnati, LLC 12120.63%0.88%1.03%Q4 2015Q3 201812
Venture Visionary Partners LLC 12120.02%0.03%0.06%Q4 2020Q3 202312
Providence Capital Advisors, LLC 1110.00%0.00%0.01%Q1 2020Q3 202312
IHT Wealth Management, LLC 750.00%0.06%0.13%Q4 2016Q3 202312
Veery Capital, LLC 12122.12%2.48%2.90%Q4 2020Q3 202312
Smith Anglin Financial, LLC 12120.07%0.30%1.53%Q4 2020Q3 202312
ATTICUS WEALTH MANAGEMENT, LLC 1020.00%0.05%0.15%Q4 2019Q3 202312
OUTFITTER FINANCIAL LLC 12122.24%2.36%2.53%Q4 2020Q3 202312
DHJJ Financial Advisors, Ltd. 12121.45%1.60%1.67%Q4 2020Q3 202312
Waterfront Wealth Inc. 12120.11%0.18%0.29%Q4 2020Q3 202312
Curi Wealth Management, LLC 12121.23%2.00%3.14%Q4 2020Q3 202312
BRR OpCo, LLC 710.02%0.73%4.40%Q4 2015Q3 202212
BCK Partners, Inc. 12120.83%1.14%1.61%Q4 2020Q3 202312
Advisor OS, LLC 12120.13%0.17%0.39%Q4 2020Q3 202312
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1110.00%0.00%0.01%Q1 2020Q3 202312
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1020.01%0.01%0.01%Q3 2017Q4 202012
SOA Wealth Advisors, LLC. 12120.00%0.00%0.01%Q4 2020Q3 202312
Whitegate Investment Counselors, Inc. 12120.05%0.05%0.06%Q4 2018Q3 202112
Aurora Private Wealth, Inc. 1110.14%0.26%0.40%Q4 2019Q3 202312
Pinkerton Retirement Specialists, LLC 1020.10%0.69%2.93%Q3 2018Q3 202212
Greenhouse Wealth Management, LLC 12121.09%1.30%1.53%Q4 2020Q3 202312
Strategic Advisors LLC 12120.12%0.44%0.77%Q2 2013Q1 201612
VALENTINE VENTURES LLC 933.67%8.03%9.57%Q4 2014Q2 201912
Game Plan Financial Advisors, LLC 1021.96%2.23%2.56%Q4 2019Q4 202212
BALDWIN BROTHERS LLC/MA 840.00%0.00%0.00%Q1 2018Q3 202312
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 12122.16%2.82%3.35%Q4 2020Q3 202312
NOMURA ASSET MANAGEMENT CO LTD 12120.00%0.00%0.00%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.88%1.22%1.59%Q4 2020Q3 202312
InterOcean Capital Group, LLC 12120.01%0.03%0.04%Q4 2020Q3 202312
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 1020.12%0.24%0.55%Q4 2019Q3 202312
Robbins Farley 12120.01%0.11%0.24%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.84%1.15%1.28%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12121.13%1.47%2.10%Q4 2020Q3 202312
Blossom Wealth Management 12122.60%3.82%6.46%Q4 2020Q3 202312
Harbor Group, Inc. 12121.38%1.76%2.51%Q4 2020Q3 202312
Sightline Wealth Advisors, LLC 12124.45%5.25%6.29%Q4 2020Q3 202312
Sovereign Financial Group, Inc. 12120.12%0.16%0.23%Q4 2020Q3 202312
Oakwell Private Wealth Management, LLC 12120.49%0.69%0.90%Q4 2020Q3 202312
MJP ASSOCIATES INC /ADV 12120.09%0.12%0.16%Q4 2020Q3 202312
North Star Investment Management Corp. 12120.01%0.01%0.02%Q4 2020Q3 202312
Berman Capital Advisors, LLC 12120.01%0.01%0.02%Q4 2018Q3 202112
Everhart Financial Group, Inc. 12120.85%1.80%3.16%Q4 2020Q3 202312
Compass Advisory Group LLC 12120.15%0.99%2.24%Q4 2020Q3 202312
GSB Wealth Management, LLC 11110.08%0.68%1.24%Q1 2021Q3 202311
LifePlan Financial Group, Inc 11110.01%0.01%0.03%Q1 2018Q3 202011
MEEDER ASSET MANAGEMENT INC 830.00%0.01%0.02%Q4 2020Q3 202311
KELLEHER FINANCIAL ADVISORS 1010.14%0.28%1.00%Q2 2017Q3 202311
Plancorp, LLC 920.02%0.04%0.10%Q3 2019Q3 202311
MERITAGE PORTFOLIO MANAGEMENT 11110.03%0.04%0.05%Q1 2021Q3 202311
Paradigm, Strategies in Wealth Management, LLC 11110.46%0.88%1.21%Q1 2021Q3 202311
Principle Wealth Partners LLC 650.03%0.69%2.14%Q4 2018Q3 202311
Austin Private Wealth, LLC 11110.03%0.46%0.97%Q1 2021Q3 202311
BSW Wealth Partners 1010.05%0.09%0.27%Q4 2014Q3 202311
Spire Wealth Management 11110.01%0.04%0.06%Q1 2021Q3 202311
Facet Wealth, Inc. 11110.02%0.03%0.05%Q1 2021Q3 202311
Piscataqua Savings Bank 11110.01%0.01%0.02%Q1 2021Q3 202311
H&H Retirement Design & Management INC 830.25%0.65%2.63%Q1 2020Q4 202211
INVESTMENT SECURITY GROUP INC /CO/ /ADV 11110.89%1.07%1.40%Q1 2019Q3 202111
Foundations Investment Advisors, LLC 11110.09%0.10%0.13%Q1 2021Q3 202311
CLIENT 1ST ADVISORY GROUP, LLC 11110.39%1.54%2.42%Q1 2021Q3 202311
Intelligence Driven Advisers, LLC 740.14%0.50%0.93%Q4 2018Q1 202311
ADIRONDACK TRUST CO 11110.01%0.01%0.01%Q1 2021Q3 202311
Arcus Capital Partners, LLC 910.06%0.33%0.74%Q2 2019Q4 202211
BRIGHTON JONES LLC 11110.02%0.06%0.08%Q1 2021Q3 202311
Cornerstone Wealth Advisors, Inc. 11110.16%0.23%0.40%Q1 2021Q3 202311
Focused Wealth Management, Inc 1010.00%0.02%0.18%Q4 2015Q4 202211
PEAPACK GLADSTONE FINANCIAL CORP 11110.03%0.04%0.04%Q1 2021Q3 202311
Cohen Klingenstein LLC 11110.10%0.14%0.16%Q1 2019Q3 202111
Kalos Management, Inc. 310.11%0.52%1.76%Q4 2017Q2 202311
PRUDENTIAL FINANCIAL INC 11110.00%0.00%0.00%Q1 2021Q3 202311
Strategic Blueprint, LLC 11110.06%0.46%0.89%Q1 2021Q3 202311
Haverford Trust Co 11110.00%0.01%0.01%Q1 2021Q3 202311
TRUEWEALTH LLC 11110.01%0.03%0.07%Q4 2017Q2 202011
Fortis Advisors, LLC 11110.00%0.02%0.04%Q1 2021Q3 202311
JEPPSON WEALTH MANAGEMENT, LLC 710.11%0.14%0.17%Q3 2020Q3 202311
CreativeOne Wealth, LLC 650.01%0.02%0.05%Q4 2020Q3 202311
MANCHESTER FINANCIAL INC 11110.10%0.25%0.39%Q4 2018Q2 202111
ALBION FINANCIAL GROUP /UT 1010.00%0.00%0.00%Q4 2020Q3 202311
BAKER TILLY WEALTH MANAGEMENT, LLC 11110.04%0.10%0.20%Q1 2021Q3 202311
Evercore Wealth Management, LLC 920.00%0.00%0.01%Q4 2015Q4 201911
Walkner Condon Financial Advisors LLC 830.12%0.25%0.68%Q3 2020Q3 202311
Lenox Wealth Advisors, LLC 11110.00%0.01%0.02%Q3 2019Q1 202211
Stonebridge Capital Advisors LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Founders Financial Alliance, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
1832 Asset Management L.P. 11110.02%0.04%0.05%Q1 2021Q3 202311
Planned Solutions, Inc. 742.64%2.93%3.64%Q3 2020Q2 202311
D.A. DAVIDSON & CO. 610.00%0.00%0.00%Q1 2014Q1 202211
AMERICAN INTERNATIONAL GROUP, INC. 11110.00%0.00%0.00%Q3 2013Q1 201611
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 11110.10%0.47%1.29%Q1 2021Q3 202311
Disciplined Investments, LLC 11110.01%0.02%0.02%Q4 2019Q2 202211
Berger Financial Group, Inc 11110.88%1.16%1.54%Q1 2021Q3 202311
Halpern Financial, Inc. 11110.00%0.01%0.02%Q1 2021Q3 202311
Bridgewater Advisors Inc. 11110.09%0.17%0.28%Q1 2021Q3 202311
Western Wealth Management, LLC 830.02%0.04%0.05%Q4 2020Q3 202311
Kaizen Financial Strategies 910.27%1.06%2.18%Q1 2021Q3 202310
Astoria Strategic Wealth, Inc. 10100.32%0.43%0.72%Q4 2019Q1 202210
Ten Capital Wealth Advisors, LLC 10100.01%0.01%0.02%Q4 2020Q1 202310
Freestone Capital Holdings, LLC 910.00%0.01%0.03%Q4 2020Q3 202310
Baldwin Investment Management, LLC 10100.04%0.06%0.10%Q4 2020Q1 202310
LINCOLN CAPITAL CORP 550.24%1.22%4.55%Q4 2016Q4 201910
WASHINGTON TRUST Co 10100.00%0.00%0.00%Q2 2021Q3 202310
Avidian Wealth Solutions, LLC 820.03%0.11%0.34%Q4 2020Q3 202310
Newbridge Financial Services Group, Inc. 710.00%0.01%0.02%Q3 2020Q3 202310
Better Money Decisions, LLC 10100.00%0.28%0.42%Q1 2021Q2 202310
Center for Financial Planning, Inc. 640.00%0.00%0.00%Q4 2019Q2 202310
ACAS, LLC 640.65%0.89%1.11%Q1 2021Q3 202310
KINGS POINT CAPITAL MANAGEMENT 710.00%0.01%0.02%Q1 2017Q1 202210
BESSEMER GROUP INC 810.00%0.00%0.00%Q1 2020Q3 202310
Wealthfront Advisers LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
BB&T SECURITIES, LLC 10100.01%0.06%0.10%Q2 2017Q3 201910
BARCLAYS PLC 10100.00%0.00%0.00%Q2 2021Q3 202310
MOTCO 10100.00%0.00%0.00%Q2 2021Q3 202310
FIFTH THIRD SECURITIES, INC. 610.22%0.44%0.74%Q3 2018Q3 202310
EPG Wealth Management LLC 520.00%0.00%0.00%Q4 2019Q3 202310
Human Investing LLC 10100.10%0.15%0.21%Q4 2018Q1 202110
Clearview Wealth Advisors LLC 10100.09%0.81%1.59%Q1 2021Q2 202310
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 520.01%0.05%0.09%Q3 2016Q4 201910
Sage Financial Management Group, Inc. 611.07%2.52%3.29%Q4 2020Q3 202310
Blue Chip Wealth Management, Inc. 820.20%0.57%0.90%Q1 2018Q3 202010
Clear Perspectives Financial Planning, LLC 10100.01%0.02%0.05%Q4 2020Q1 202310
Well Done, LLC 910.16%0.22%0.40%Q4 2017Q2 202010
Lehman & Derafelo Financial Resources LLC 10100.00%0.00%0.00%Q4 2018Q1 202110
FORT PITT CAPITAL GROUP, LLC 310.01%0.03%0.10%Q4 2017Q4 202210
Global Trust Asset Management, LLC 910.00%0.14%0.46%Q4 2020Q2 202310
WealthShield Partners, LLC 710.00%0.23%0.37%Q3 2020Q3 202310
Accel Wealth Management 10100.01%0.01%0.01%Q4 2020Q1 202310
Capital Investment Advisors, LLC 510.01%0.01%0.01%Q2 2018Q4 202310
FIRST MERCANTILE TRUST CO 10104.12%4.80%5.46%Q2 2019Q3 202110
SIMPLEX TRADING, LLC 310.00%0.00%0.01%Q1 2015Q2 202310
Brookstone Capital Management 710.00%0.01%0.03%Q2 2015Q2 202310
WNY Asset Management, LLC 10100.16%1.85%3.04%Q1 2021Q2 202310
Janney Montgomery Scott LLC 640.00%0.01%0.01%Q1 2021Q3 202310
WADE G W & INC 910.01%0.07%0.11%Q1 2021Q3 202310
Certified Advisory Corp 910.01%0.01%0.02%Q2 2018Q1 202110
DeGreen Capital Management LLC 10100.43%0.66%0.95%Q4 2018Q1 202110
PARK AVENUE SECURITIES LLC 820.01%0.01%0.01%Q1 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.05%0.17%0.37%Q1 2021Q3 202310
PDS Planning, Inc 640.01%0.01%0.03%Q4 2020Q3 202310
Kozak & Associates, Inc. 910.06%0.11%0.16%Q4 2020Q3 202310
Aberdeen Wealth Management LLC 820.01%0.01%0.01%Q4 2020Q3 202310
MONEY CONCEPTS CAPITAL CORP 820.02%0.06%0.12%Q4 2020Q3 202310
GPS Wealth Strategies Group, LLC 730.00%0.00%0.00%Q1 2021Q3 202310
Anfield Capital Management, LLC 910.64%1.22%1.78%Q1 2021Q3 202310
Pacific Wealth Strategies Group, Inc. 10100.52%0.76%0.87%Q4 2017Q1 202010
HORIZON FINANCIAL SERVICES, LLC 10102.38%4.42%6.20%Q2 2021Q3 202310
Goepper Burkhardt LLC 640.12%0.17%0.30%Q4 2020Q3 202310
KESTRA PRIVATE WEALTH SERVICES, LLC 730.01%0.04%0.05%Q3 2020Q3 202310
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 990.22%0.36%0.52%Q4 2017Q4 20199
Retirement Planning Group, LLC 540.03%0.09%0.19%Q2 2013Q1 20229
361 CAPITAL LLC 990.12%0.20%0.33%Q2 2018Q2 20209
Peak Asset Management, LLC 990.13%0.21%0.27%Q1 2018Q1 20209
Procyon Advisors, LLC 630.00%0.07%0.35%Q4 2019Q3 20239
Econ Financial Services Corp 331.02%2.76%3.83%Q4 2018Q3 20239
AVALON CAPITAL MANAGEMENT 310.29%3.14%7.56%Q4 2014Q1 20199
Essex LLC 991.91%1.99%2.05%Q3 2021Q3 20239
Independent Wealth Network Inc. 990.15%0.20%0.23%Q3 2021Q3 20239
FLC Capital Advisors 720.07%0.52%0.94%Q1 2021Q2 20239
LEVEL FOUR ADVISORY SERVICES, LLC 540.03%0.07%0.23%Q3 2017Q3 20239
J.W. COLE ADVISORS, INC. 810.02%0.02%0.03%Q2 2021Q3 20239
WEALTHFRONT Corp 540.00%0.00%0.00%Q4 2014Q3 20189
Stanford Investment Group, Inc. 990.00%0.11%0.36%Q4 2014Q4 20169
AlphaStar Capital Management, LLC 310.05%0.22%0.61%Q2 2017Q2 20229
LOWE BROCKENBROUGH & CO INC 990.13%0.15%0.16%Q3 2021Q3 20239
Integrated Wealth Management 990.01%0.11%0.30%Q1 2015Q1 20179
Peak Capital Management LLC 810.23%2.94%4.18%Q2 2017Q4 20199
SII INVESTMENTS INC/WI 990.09%0.37%0.57%Q4 2015Q4 20179
Destiny Wealth Partners, LLC 990.03%0.07%0.10%Q4 2020Q4 20229
FIDELIS iM, LLC 998.01%9.10%10.03%Q3 2021Q3 20239
Sound Income Strategies, LLC 410.00%0.00%0.01%Q4 2019Q3 20239
Foster Victor Wealth Advisors, LLC 540.33%0.81%1.20%Q1 2019Q3 20219
Capital Planning LLC 610.39%1.96%2.96%Q4 2020Q3 20239
GPM Growth Investors, Inc. 990.62%0.76%0.98%Q4 2019Q4 20219
Financial Advantage, Inc. 810.00%0.01%0.01%Q2 2020Q3 20229
Cooper Financial Group 540.11%0.81%1.95%Q1 2021Q3 20239
USAdvisors Wealth Management, LLC 990.41%3.94%5.33%Q4 2017Q4 20199
Laidlaw Wealth Management LLC 810.22%0.24%0.27%Q4 2020Q3 20239
WestHill Financial Advisors, Inc. 990.01%0.01%0.01%Q3 2021Q3 20239
Sowell Financial Services LLC 720.01%0.09%0.40%Q4 2018Q1 20219
Whelan Financial 990.65%0.99%1.57%Q3 2021Q3 20239
KWMG, LLC 540.00%0.02%0.04%Q2 2018Q1 20229
City State Bank 880.00%0.00%0.00%Q4 2021Q3 20238
Lowe Wealth Advisors, LLC 880.01%0.01%0.01%Q1 2022Q4 20238
Index Fund Advisors, Inc. 880.05%0.06%0.10%Q4 2021Q3 20238
Cross Staff Investments Inc 880.23%0.26%0.30%Q4 2021Q3 20238
LTG Capital LLC 881.36%1.81%4.64%Q4 2021Q3 20238
Joseph Group Capital Management 880.92%1.41%2.02%Q4 2021Q3 20238
Operose Advisors LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Upper Left Wealth Management, LLC 882.40%2.86%4.52%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.01%0.03%0.03%Q4 2021Q3 20238
Guardian Wealth Management, Inc. 880.09%0.20%0.32%Q4 2021Q3 20238
Flower City Capital 880.25%1.03%2.81%Q4 2021Q3 20238
Baker Avenue Asset Management, LP 880.01%0.02%0.05%Q4 2021Q3 20238
Revolve Wealth Partners, LLC 880.51%2.49%3.52%Q4 2021Q3 20238
COLUMBIA ADVISORY PARTNERS LLC 880.72%2.29%10.07%Q4 2021Q3 20238
Wilson & Boucher Capital Management, LLC 880.80%0.84%0.90%Q4 2021Q3 20238
Crew Capital Management, Ltd. 880.40%0.45%0.51%Q1 2021Q4 20228
SVB WEALTH LLC 530.00%0.01%0.02%Q1 2021Q1 20238
Evolution Advisers, Inc. 880.00%0.05%0.06%Q4 2021Q3 20238
Kathleen S. Wright Associates Inc. 880.04%0.08%0.10%Q4 2021Q3 20238
Independent Advisor Alliance 510.01%0.05%0.15%Q4 2018Q3 20238
CUTLER INVESTMENT COUNSEL LLC 880.03%0.34%0.42%Q4 2021Q3 20238
Aspire Wealth Management Corp 880.34%0.69%0.91%Q4 2021Q3 20238
DRAVO BAY LLC 884.13%4.23%4.32%Q4 2021Q3 20238
People's United Financial, Inc. 710.01%0.01%0.02%Q2 2016Q4 20218
GPWM LLC 880.00%0.01%0.02%Q4 2021Q3 20238
ARBOR CAPITAL MANAGEMENT INC /ADV 880.20%0.33%0.45%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.12%0.17%0.20%Q4 2021Q3 20238
Barden Capital Management, Inc. 882.29%2.57%3.08%Q4 2021Q3 20238
Trinity Financial Advisors LLC 880.28%0.58%1.15%Q4 2020Q3 20228
BNC WEALTH MANAGEMENT, LLC 880.13%0.15%0.16%Q4 2021Q3 20238
Von Berge Wealth Management Group, LLC 881.36%1.59%1.79%Q4 2021Q3 20238
PALLADIUM PARTNERS LLC 610.00%0.01%0.02%Q2 2013Q1 20228
EverSource Wealth Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Zions Bancorporation 410.00%0.12%0.30%Q1 2015Q1 20188
Thrive Wealth Management, LLC 880.06%0.28%0.48%Q4 2021Q3 20238
Filbrandt Wealth Management, LLC 8819.28%20.61%22.26%Q4 2019Q3 20218
Leo H. Evart, Inc. 881.80%2.04%2.32%Q4 2021Q3 20238
Fortitude Advisory Group L.L.C. 880.21%0.33%0.42%Q4 2021Q3 20238
First International Bank & Trust 882.04%2.16%2.28%Q4 2021Q3 20238
Concert Wealth Management Inc. 420.02%0.07%0.24%Q2 2014Q2 20178
Venturi Wealth Management, LLC 530.00%0.22%0.83%Q1 2016Q3 20238
Lattice Strategies LLC 440.13%0.17%0.28%Q2 2013Q2 20158
RE Dickinson Investment Advisors, LLC 880.13%0.82%2.51%Q4 2021Q3 20238
Missouri Trust & Investment Co 882.30%2.85%3.22%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 880.00%0.02%0.06%Q4 2021Q3 20238
Laraway Financial Advisors Inc 880.97%1.03%1.09%Q4 2021Q3 20238
Pillar Wealth Advisors, LLC 881.12%1.37%1.72%Q4 2021Q3 20238
Hanson & Doremus Investment Management 710.00%0.00%0.00%Q2 2018Q3 20238
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Csenge Advisory Group 710.01%0.05%0.07%Q3 2018Q3 20238
Johnson Financial Group, Inc. 620.00%0.00%0.00%Q1 2021Q3 20238
FIRST COMMUNITY TRUST NA 880.11%0.12%0.13%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.06%0.07%0.11%Q4 2021Q3 20238
Powers Advisory Group, LLC 881.94%2.05%2.11%Q4 2021Q3 20238
Raleigh Capital Management Inc. 880.00%0.02%0.03%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.04%0.06%0.09%Q4 2021Q3 20238
Livingston Group Asset Management CO (operating as Southport Capital Management) 880.07%0.60%1.11%Q2 2020Q1 20228
Danda Trouve Investment Management, Inc. 710.00%0.33%1.30%Q4 2019Q3 20228
Pine Haven Investment Counsel, Inc 880.37%0.44%0.51%Q4 2021Q3 20238
Sweet Financial Partners, LLC 880.06%1.32%2.57%Q4 2021Q3 20238
Sage Investment Advisers LLC 881.72%2.41%3.02%Q4 2021Q3 20238
Rainsberger Wealth Advisors, Inc. 881.06%1.15%1.30%Q4 2021Q3 20238
Keystone Wealth Services, LLC 880.09%0.12%0.27%Q4 2021Q3 20238
Secure Asset Management, LLC 880.18%0.25%0.42%Q2 2020Q1 20228
Hexagon Capital Partners LLC 620.00%0.01%0.03%Q2 2021Q3 20238
Level Financial Advisors 880.04%0.07%0.12%Q4 2021Q3 20238
AIRE ADVISORS, LLC 880.11%0.13%0.21%Q4 2021Q3 20238
Scarborough Advisors, LLC 881.63%2.81%7.41%Q4 2021Q3 20238
Edge Wealth Management LLC 530.00%0.00%0.00%Q3 2013Q1 20198
Rosenberg Matthew Hamilton 710.01%0.01%0.03%Q1 2020Q1 20238
Ameritas Investment Company, LLC 410.00%0.03%0.05%Q1 2019Q3 20218
Consilium Wealth Advisory, LLC 883.56%4.08%4.74%Q4 2021Q3 20238
Strategic Wealth Partners, Ltd. 880.00%0.02%0.02%Q4 2017Q3 20198
Bell Investment Advisors, Inc 621.14%1.33%1.62%Q3 2021Q3 20238
FIRST MANHATTAN CO. LLC. 510.00%0.00%0.00%Q1 2017Q4 20228
MARYLAND CAPITAL ADVISORS INC. 880.01%0.01%0.01%Q4 2021Q3 20238
Secrest Blakey & Associates, LLC 880.25%0.30%0.36%Q4 2017Q3 20198
ETF Store, Inc. 880.30%0.35%0.42%Q4 2021Q3 20238
Spinnaker Investment Group, LLC 880.48%0.68%1.07%Q4 2021Q3 20238
Blackhawk Capital Partners LLC. 320.17%1.00%2.96%Q4 2017Q4 20218
CX Institutional 610.00%0.01%0.06%Q1 2019Q1 20238
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
Peloton Wealth Strategists 880.15%0.20%0.25%Q1 2019Q4 20208
Teamwork Financial Advisors, LLC 880.12%0.19%0.27%Q2 2020Q1 20228
Blooom, Inc. 880.70%0.98%1.49%Q4 2020Q3 20228
Red Tortoise LLC 440.57%0.72%0.96%Q3 2021Q3 20238
Key FInancial Inc 620.01%0.03%0.05%Q2 2021Q3 20238
HB Wealth Management, LLC 880.06%0.10%0.13%Q4 2021Q3 20238
Roger Wittlin Investment Advisory, LLC 880.48%1.59%6.13%Q4 2021Q3 20238
Ulland Investment Advisors, LLC 880.03%0.08%0.24%Q4 2021Q3 20238
Journey Advisory Group, LLC 880.17%0.23%0.28%Q4 2020Q3 20228
MORRIS FINANCIAL CONCEPTS, INC. 884.47%5.26%6.10%Q4 2021Q3 20238
RETIREMENT INCOME SOLUTIONS, INC 620.05%0.07%0.09%Q4 2020Q2 20238
SHEPHERD KAPLAN KROCHUK, LLC 881.66%2.46%4.29%Q2 2020Q1 20228
ForthRight Wealth Management, LLC 882.36%4.56%6.52%Q4 2021Q3 20238
Watermark Asset Management, Inc. 880.47%0.54%0.66%Q1 2017Q4 20188
Lindbrook Capital, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Callan Capital, LLC 880.13%0.17%0.22%Q4 2021Q3 20238
Tyler-Stone Wealth Management 520.00%0.00%0.00%Q4 2021Q3 20237
HOEY INVESTMENTS, INC 520.00%0.00%0.01%Q2 2020Q3 20237
Old Port Advisors 510.09%0.18%0.20%Q2 2018Q4 20207
Hoover Financial Advisors, Inc. 770.04%0.10%0.22%Q4 2019Q2 20217
LINCOLN NATIONAL CORP 520.01%0.02%0.06%Q4 2018Q3 20237
EATON VANCE MANAGEMENT 430.00%0.00%0.00%Q4 2020Q3 20227
SJS Investment Consulting Inc. 520.02%0.03%0.04%Q4 2021Q3 20237
Guardian Financial Partners, LLC 610.77%0.82%0.89%Q4 2021Q3 20237
ATWOOD & PALMER INC 770.00%0.00%0.01%Q3 2015Q1 20177
Coastwise Capital Group, LLC 770.85%0.95%1.07%Q1 2022Q3 20237
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.01%0.47%1.93%Q4 2018Q3 20237
KCM INVESTMENT ADVISORS LLC 510.01%0.07%0.09%Q3 2014Q3 20227
PAYDEN & RYGEL 430.15%0.40%1.43%Q4 2013Q3 20187
Transamerica Financial Advisors, Inc. 610.00%0.00%0.00%Q2 2019Q3 20237
M&R CAPITAL MANAGEMENT INC 770.00%0.01%0.01%Q2 2022Q4 20237
WEDGEWOOD INVESTORS INC /PA/ 610.26%0.33%0.36%Q4 2020Q2 20237
Grant/GrossMendelsohn, LLC 770.14%0.31%0.38%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
IndexIQ Advisors LLC 770.02%0.04%0.06%Q3 2018Q1 20207
Aris Wealth Services, Inc. 770.23%0.44%0.70%Q1 2014Q3 20157
PATTEN & PATTEN INC/TN 610.02%0.02%0.03%Q4 2020Q3 20237
Realta Investment Advisors 410.01%0.02%0.04%Q1 2019Q3 20237
Aspire Capital Advisors LLC 770.34%2.91%7.28%Q1 2022Q3 20237
Zhang Financial LLC 770.06%0.11%0.16%Q1 2022Q3 20237
RMB Capital Management, LLC 520.01%0.01%0.01%Q4 2018Q3 20237
HAZLETT, BURT & WATSON, INC. 770.01%0.01%0.02%Q1 2022Q3 20237
Tuttle Capital Management, LLC 430.21%1.23%5.31%Q1 2014Q3 20167
TILIA FIDUCIARY PARTNERS, INC. 770.06%0.06%0.07%Q4 2021Q2 20237
Northeast Financial Group, Inc. 520.41%0.71%1.52%Q4 2020Q3 20237
Betterment LLC 430.00%0.00%0.00%Q3 2021Q3 20237
Kathmere Capital Management, LLC 430.02%0.04%0.07%Q2 2020Q3 20237
Granite Bay Wealth Management, LLC 610.15%0.21%0.31%Q4 2021Q3 20237
Geometric Wealth Advisors 770.08%0.20%0.84%Q1 2022Q3 20237
Edge Advisors, LLC 770.02%0.06%0.10%Q4 2016Q2 20187
Atlas Private Wealth Management, LLC 770.17%0.20%0.27%Q4 2019Q2 20217
D. SCOTT NEAL, INC. 610.00%0.34%0.54%Q4 2016Q3 20187
Horizons Wealth Management 770.13%0.14%0.16%Q2 2022Q4 20237
Southeast Asset Advisors Inc. 610.08%0.19%0.40%Q2 2017Q4 20197
Bensler, LLC 770.66%0.83%1.00%Q1 2022Q3 20237
Wakefield Asset Management LLLP 770.38%0.42%0.45%Q3 2018Q1 20207
FINANCIAL LIFE ADVISORS 770.08%0.11%0.18%Q4 2020Q2 20227
GREAT VALLEY ADVISOR GROUP, INC. 770.01%0.02%0.03%Q1 2022Q3 20237
Maxim Capital Management LLC 770.48%0.57%0.62%Q4 2018Q2 20207
Rice Partnership, LLC 610.00%0.00%0.01%Q2 2021Q3 20237
American Trust 770.01%1.43%2.80%Q4 2021Q2 20237
Zions Bancorporation, N.A. 610.00%0.02%0.05%Q1 2019Q1 20227
One Wealth Advisors, LLC 510.02%0.70%1.19%Q4 2017Q4 20227
Athena Investment Management 774.60%4.73%4.90%Q1 2022Q3 20237
FORVIS Wealth Advisors, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Heritage Wealth Advisors 610.00%0.01%0.04%Q3 2018Q1 20237
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q4 2017Q2 20237
Concord Wealth Partners 430.00%0.00%0.00%Q4 2021Q3 20237
Salomon & Ludwin, LLC 610.01%0.01%0.01%Q4 2018Q3 20237
Altium Wealth Management LLC 520.01%0.03%0.08%Q2 2018Q1 20227
Trutina Financial LLC 510.00%0.28%0.50%Q1 2014Q4 20167
IAG Wealth Partners, LLC 770.00%0.01%0.02%Q1 2022Q3 20237
South Shore Capital Advisors 770.26%0.44%0.49%Q1 2021Q3 20227
Segment Wealth Management, LLC 770.05%0.07%0.08%Q3 2018Q1 20207
Winfield Associates, Inc. 770.01%0.01%0.01%Q2 2016Q4 20177
GOFEN & GLOSSBERG LLC /IL/ 770.01%0.01%0.01%Q2 2021Q4 20227
Joel Isaacson & Co., LLC 610.00%0.01%0.01%Q4 2012Q3 20157
Global Wealth Management Investment Advisory, Inc. 770.01%0.01%0.01%Q4 2018Q2 20207
Savior LLC 770.00%0.03%0.07%Q3 2020Q1 20227
Rockbridge Investment Management, LCC 770.18%0.24%0.27%Q2 2020Q4 20217
Merit Financial Group, LLC 310.01%0.02%0.03%Q4 2019Q3 20237
Fisher Asset Management, LLC 210.00%0.00%0.00%Q2 2018Q3 20237
Jacobi Capital Management LLC 610.00%0.00%0.00%Q2 2018Q3 20217
Safeguard Financial, LLC 771.40%2.25%3.81%Q1 2022Q3 20237
Genesee Capital Advisors, LLC 610.00%1.07%1.64%Q4 2018Q2 20217
Dakota Wealth Management 770.02%0.03%0.08%Q1 2022Q3 20237
GREAT LAKES ADVISORS, LLC 770.00%0.01%0.01%Q2 2021Q4 20227
55I, LLC 770.08%0.58%0.89%Q1 2021Q3 20227
Beacon Financial Advisory LLC 660.16%0.21%0.28%Q2 2021Q3 20226
Jordan Park Group LLC 660.02%0.10%0.17%Q3 2021Q4 20226
Archer Investment Corp 420.00%0.01%0.02%Q1 2022Q3 20236
CASTLE WEALTH MANAGEMENT LLC 660.16%0.25%0.48%Q2 2022Q3 20236
TIAA, FSB 660.00%0.00%0.00%Q1 2022Q2 20236
B&D White Capital Company, LLC 661.08%1.48%1.97%Q4 2020Q1 20226
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 310.09%0.16%0.20%Q2 2018Q1 20226
Blue Barn Wealth, LLC 660.14%0.19%0.27%Q2 2021Q3 20226
Astoria Portfolio Advisors LLC. 510.08%0.16%0.23%Q4 2021Q2 20236
Vise Technologies, Inc. 660.11%0.16%0.21%Q2 2022Q3 20236
Passive Capital Management, LLC. 660.47%0.56%0.72%Q4 2021Q1 20236
Crosspoint Capital Strategies, LLC 660.00%0.04%0.08%Q2 2014Q3 20156
UBS ASSET MANAGEMENT AMERICAS INC 510.00%0.01%0.05%Q3 2018Q3 20226
WARNER FINANCIAL, INC 660.22%0.22%0.24%Q2 2022Q3 20236
Advisors Capital Management, LLC 660.01%0.04%0.08%Q2 2022Q3 20236
CANTOR FITZGERALD, L. P. 660.02%0.03%0.04%Q2 2022Q3 20236
Huber Financial Advisors, LLC 510.10%0.16%0.35%Q3 2018Q1 20206
CCG WEALTH MANAGEMENT, LLC 510.18%0.29%0.66%Q4 2018Q3 20216
Wayfinding Financial, LLC 420.17%0.28%0.35%Q4 2021Q3 20236
WEIK CAPITAL MANAGEMENT 660.14%0.16%0.17%Q1 2021Q2 20226
Glaxis Capital Management, LLC 661.08%2.94%4.03%Q2 2022Q3 20236
Ridgewood Investments LLC 420.02%0.18%0.27%Q2 2018Q2 20236
FINANCIAL MANAGEMENT NETWORK INC 660.10%0.12%0.14%Q4 2020Q1 20226
UBS AG 660.00%0.00%0.01%Q2 2013Q3 20146
IFS Advisors, LLC 422.99%4.38%7.02%Q1 2021Q4 20236
Integrated Investment Consultants, LLC 510.02%0.10%0.13%Q1 2018Q4 20196
WASHINGTON TRUST BANK 330.01%0.01%0.02%Q3 2015Q3 20186
TOMPKINS FINANCIAL CORP 510.00%0.00%0.00%Q1 2020Q4 20236
McCarthy Asset Management, Inc. 660.02%0.02%0.02%Q4 2020Q1 20226
Palouse Capital Management, Inc. 410.09%0.18%0.39%Q2 2021Q3 20236
CHATHAM CAPITAL GROUP, INC. 660.08%0.10%0.12%Q2 2022Q3 20236
My Legacy Advisors, LLC 660.09%0.42%0.97%Q1 2022Q2 20236
Corbenic Partners LLC 310.00%0.00%0.01%Q4 2019Q2 20226
RITTER DANIHER FINANCIAL ADVISORY LLC 660.13%0.17%0.23%Q4 2020Q1 20226
Heartwood Wealth Advisors LLC 510.03%0.04%0.06%Q4 2019Q3 20236
Copperleaf Capital, LLC 660.91%1.18%1.36%Q1 2021Q2 20226
LOWERY THOMAS, LLC 660.24%0.56%0.68%Q2 2022Q3 20236
IEQ CAPITAL, LLC 410.01%0.02%0.08%Q4 2019Q3 20236
WINTRUST INVESTMENTS LLC 660.15%0.22%0.28%Q3 2017Q4 20186
Joule Financial, LLC 663.83%4.51%5.26%Q2 2022Q3 20236
Laird Norton Wetherby Wealth Management, LLC 310.01%0.02%0.03%Q4 2020Q3 20236
BREWIN DOLPHIN LTD 660.00%0.00%0.00%Q1 2021Q2 20226
Rehmann Capital Advisory Group 660.00%0.00%0.01%Q1 2018Q2 20196
TOWNSQUARE CAPITAL LLC 310.01%0.04%0.13%Q4 2021Q3 20236
Tranquility Partners, LLC 660.15%0.17%0.19%Q2 2022Q3 20236
Lenox Wealth Management, Inc. 660.00%0.01%0.01%Q1 2019Q2 20206
Successful Portfolios LLC 660.19%0.30%0.37%Q2 2018Q3 20196
ASSET ADVISORS CORP 660.14%0.16%0.18%Q1 2017Q2 20186
NOVARE CAPITAL MANAGEMENT LLC 510.03%0.03%0.04%Q4 2019Q4 20216
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
ACIMA PRIVATE WEALTH, LLC 660.00%0.01%0.01%Q4 2020Q1 20226
Midwest Heritage Bank, FSB 660.17%0.42%0.67%Q4 2021Q1 20236
Valtinson Bruner Financial Planning LLC 660.16%0.23%0.26%Q4 2018Q1 20206
TRUST CO OF VERMONT 310.00%0.00%0.00%Q4 2020Q3 20226
FLAGSHIP HARBOR ADVISORS, LLC 310.00%0.04%0.11%Q4 2018Q1 20226
HERITAGE WEALTH MANAGEMENT, LLC 420.04%0.16%0.41%Q2 2021Q4 20226
TimeScale Financial, Inc. 330.00%0.00%0.00%Q2 2019Q4 20216
Ritter Daniher Financial Advisory LLC / DE 660.03%0.06%0.11%Q2 2022Q3 20236
Clearstead Trust, LLC 510.00%0.04%0.09%Q2 2017Q3 20236
U.S. Capital Wealth Advisors, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Trellis Advisors, LLC 660.12%0.16%0.21%Q2 2022Q3 20236
Lighthouse Financial Advisors, Inc. 661.46%2.53%7.25%Q4 2019Q1 20216
COMMUNITY BANK SYSTEM, INC. 660.00%0.05%0.09%Q2 2013Q3 20146
BHK Investment Advisors, LLC 660.14%0.54%0.97%Q2 2018Q3 20196
Slow Capital, Inc. 310.00%0.12%0.25%Q1 2018Q1 20236
Abbrea Capital, LLC 660.14%0.27%0.36%Q4 2018Q1 20206
Northern Capital Management, Inc. 660.23%0.25%0.26%Q4 2020Q1 20226
OLD MISSION CAPITAL LLC 310.02%0.13%0.24%Q1 2021Q2 20236
Regal Investment Advisors LLC 310.00%0.03%0.10%Q2 2013Q3 20236
Kernodle & Katon Asset Management Group, LLC 661.78%2.63%4.02%Q4 2015Q1 20176
LIBERTY WEALTH MANAGEMENT LLC 210.00%1.27%6.79%Q3 2019Q1 20236
SYM FINANCIAL Corp 210.00%0.03%0.06%Q1 2019Q3 20236
Truadvice, LLC 660.13%0.30%0.60%Q4 2020Q1 20226
Freedman Financial Associates, Inc. 660.05%0.06%0.06%Q4 2020Q1 20226
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 550.20%0.48%1.00%Q4 2017Q4 20185
Clarus Wealth Advisors 550.04%0.05%0.08%Q2 2018Q2 20195
Crescent Grove Advisors, LLC 550.06%0.07%0.08%Q3 2022Q3 20235
TWO SIGMA SECURITIES, LLC 210.02%0.05%0.16%Q3 2017Q1 20235
Strategic Asset Management, LLC 550.08%0.64%0.90%Q3 2021Q3 20225
James J. Burns & Company, LLC 550.92%0.97%1.01%Q3 2022Q3 20235
Tidal Investments LLC 411.02%2.97%5.20%Q4 2020Q1 20225
StrategIQ Financial Group, LLC 410.02%0.07%0.08%Q1 2019Q2 20235
Beacon Pointe Wealth Advisors, LLC 550.17%0.22%0.32%Q4 2018Q4 20195
First Command Advisory Services, Inc. 210.00%0.00%0.00%Q2 2020Q3 20235
Jackson Hole Capital Partners, LLC 550.63%0.80%1.02%Q4 2018Q4 20195
Financial Services Advisory Inc 321.28%3.67%9.48%Q2 2018Q2 20215
FOUNDERS BANK & TRUST 550.00%0.00%0.00%Q4 2013Q4 20145
Compass Financial Group, INC/SD 550.30%0.58%0.97%Q4 2022Q4 20235
Professional Financial Advisors, LLC 550.00%0.02%0.03%Q1 2021Q1 20225
Global Wealth Strategies & Associates 550.01%0.02%0.02%Q4 2022Q4 20235
First Capital Advisors Group, LLC. 310.01%0.06%0.21%Q1 2017Q2 20235
WMS Partners, LLC 550.05%0.06%0.08%Q3 2022Q3 20235
Permanens Capital L.P. 550.01%0.01%0.02%Q1 2019Q1 20205
MBL Wealth, LLC 550.11%0.13%0.16%Q3 2022Q3 20235
JFG Wealth Management, LLC 410.17%0.59%1.74%Q4 2018Q3 20225
Evergreen Advisors, LLC 5511.09%12.46%14.49%Q4 2018Q4 20195
CBIZ Investment Advisory Services, LLC 550.00%0.00%0.01%Q4 2019Q4 20205
Richard Bernstein Advisors LLC 551.37%1.81%2.43%Q1 2016Q1 20175
FIRST INTERSTATE BANK 550.01%0.01%0.01%Q3 2015Q3 20165
Cassady Schiller Wealth Management, LLC 410.01%0.02%0.02%Q4 2021Q3 20235
Topel & Distasi Wealth Management, LLC 550.78%0.86%0.92%Q4 2021Q4 20225
HCR Wealth Advisors 550.01%0.02%0.04%Q4 2019Q4 20205
ACCURATE INVESTMENT SOLUTIONS, INC. 310.20%0.43%0.81%Q3 2016Q3 20185
RiverTree Advisors, LLC 550.01%0.02%0.02%Q4 2021Q4 20225
Centric Wealth Management 310.56%0.74%1.23%Q4 2018Q3 20205
Legacy Financial Advisors, Inc. 550.00%0.00%0.00%Q4 2017Q4 20185
MONECO Advisors, LLC 320.11%0.14%0.15%Q1 2021Q3 20235
SILVER OAK SECURITIES, INCORPORATED 320.02%0.04%0.06%Q1 2022Q3 20235
ORSER CAPITAL MANAGEMENT, LLC 320.26%0.31%0.37%Q2 2018Q4 20195
Waypoint Capital Advisors, LLC 550.09%0.12%0.14%Q2 2022Q2 20235
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 550.91%1.00%1.10%Q1 2020Q1 20215
McCutchen Group LLC 550.04%0.04%0.04%Q1 2021Q1 20225
CoreCap Advisors, LLC 550.04%0.17%0.63%Q4 2021Q4 20225
Prestige Wealth Management Group LLC 550.25%0.33%0.46%Q4 2018Q4 20195
CAPITAL ADVISORS INC/OK 310.01%0.01%0.02%Q1 2020Q2 20235
United Asset Strategies, Inc. 320.07%0.17%0.32%Q4 2016Q3 20185
Zullo Investment Group, Inc. 550.00%0.01%0.01%Q4 2021Q4 20225
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 550.00%0.00%0.00%Q1 2020Q1 20215
Spectrum Planning & Advisory Services Inc. 551.75%2.02%2.17%Q1 2021Q1 20225
Good Life Advisors, LLC 410.06%0.07%0.09%Q3 2018Q4 20195
BARRETT & COMPANY, INC. 550.03%0.03%0.04%Q3 2022Q3 20235
TrinityPoint Wealth, LLC 320.04%0.14%0.26%Q3 2019Q1 20225
Addison Advisors LLC 410.00%0.00%0.00%Q1 2022Q3 20235
J. L. Bainbridge & Co., Inc. 550.02%0.03%0.03%Q1 2021Q1 20225
CAMBRIDGE TRUST CO 410.00%0.00%0.00%Q4 2021Q3 20235
Qube Research & Technologies Ltd 210.00%0.00%0.00%Q2 2021Q3 20235
Robertson Stephens Wealth Management, LLC 550.02%0.07%0.16%Q1 2022Q1 20235
QUANTUM CAPITAL MANAGEMENT 550.01%0.01%0.02%Q3 2019Q3 20205
SG Americas Securities, LLC 320.00%0.01%0.02%Q2 2014Q4 20185
DAVIDSON INVESTMENT ADVISORS 550.02%0.03%0.03%Q3 2017Q3 20185
Pinnacle Wealth Planning Services, Inc. 410.02%0.12%0.19%Q1 2019Q4 20205
Warwick Investment Management, Inc. 550.19%0.36%0.44%Q3 2022Q3 20235
Balentine LLC 210.00%0.00%0.00%Q3 2019Q3 20235
Wall Capital Group, Inc. 410.05%0.07%0.12%Q1 2017Q4 20225
Argentus Capital Management, LLC 550.01%0.07%0.17%Q3 2015Q3 20165
FLOW TRADERS U.S. LLC 110.00%0.05%0.11%Q4 2016Q1 20225
WFG Advisors, LP 550.00%0.01%0.02%Q2 2013Q2 20145
Essex Savings Bank 550.09%0.14%0.19%Q4 2018Q4 20195
LexAurum Advisors, LLC 550.09%0.14%0.16%Q1 2021Q1 20225
O'Dell Group, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
Annex Advisory Services, LLC 410.02%0.02%0.03%Q1 2021Q3 20225
Red Door Wealth Management, LLC 210.04%0.15%0.42%Q1 2020Q4 20225
Gupta Wealth Management LLC 550.01%0.11%0.22%Q1 2015Q1 20165
Boyd Wealth Management, LLC 550.33%0.67%0.81%Q4 2021Q4 20225
National Wealth Management Group, LLC 410.24%0.25%0.28%Q2 2022Q3 20235
TRUE Private Wealth Advisors 550.00%0.00%0.01%Q4 2019Q4 20205
BROWN ADVISORY INC 310.00%0.00%0.00%Q1 2014Q2 20235
Claro Advisors LLC 320.08%0.14%0.20%Q4 2021Q3 20235
Crescent Sterling, Ltd. 440.94%1.05%1.17%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.14%0.16%0.19%Q4 2022Q3 20234
MYECFO, LLC 440.16%0.19%0.24%Q4 2022Q3 20234
Marietta Wealth Management, LLC 440.11%0.16%0.28%Q2 2018Q1 20194
Badgley Phelps Wealth Managers, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
PETRA FINANCIAL ADVISORS INC 440.34%1.91%2.94%Q4 2022Q3 20234
TOTAL INVESTMENT MANAGEMENT INC 440.04%0.04%0.05%Q2 2021Q1 20224
Peachtree Investment Partners, LLC 220.00%0.01%0.02%Q4 2019Q1 20214
TELEMUS CAPITAL, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
CFS Investment Advisory Services, LLC 440.50%1.36%3.29%Q2 2021Q1 20224
Kades & Cheifetz LLC 440.54%0.58%0.63%Q4 2022Q3 20234
Sigma Planning Corp 220.01%0.02%0.04%Q2 2019Q2 20224
Truvestments Capital LLC 220.00%0.01%0.01%Q1 2020Q3 20224
Stonebridge Financial Planning Group, LLC 440.01%0.01%0.02%Q1 2021Q4 20214
Corient Private Wealth LLC 440.05%0.06%0.08%Q4 2022Q3 20234
Trifecta Capital Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Golden State Wealth Management, LLC 310.00%0.00%0.01%Q1 2019Q1 20204
Atlas Private Wealth Advisors 440.00%0.00%0.01%Q4 2020Q3 20214
Resurgent Financial Advisors LLC 440.03%0.04%0.04%Q4 2022Q3 20234
AllSquare Wealth Management LLC 440.02%0.02%0.02%Q4 2017Q3 20184
GREENWOOD CAPITAL ASSOCIATES LLC 440.06%0.06%0.06%Q2 2014Q1 20154
Capstone Financial Advisors, Inc. 440.02%0.02%0.02%Q4 2020Q3 20214
TRANSCEND CAPITAL ADVISORS, LLC 440.02%0.02%0.03%Q1 2021Q4 20214
Eagle Capital Management, LLC 440.20%0.30%0.57%Q4 2013Q3 20144
FinDec Wealth Services, Inc. 440.24%0.27%0.32%Q4 2022Q3 20234
Grove Bank & Trust 440.01%0.01%0.01%Q4 2022Q3 20234
Pacific Sage Partners, LLC 441.57%2.44%2.74%Q4 2022Q3 20234
Johnson Financial Group, LLC 210.12%0.65%1.21%Q4 2018Q3 20224
Family Asset Management, LLC 440.06%0.07%0.08%Q4 2022Q3 20234
Westend Capital Management, LLC 440.03%0.04%0.04%Q3 2014Q2 20154
HT Partners LLC 442.84%3.14%3.42%Q1 2015Q4 20154
Koss-Olinger Consulting, LLC 440.09%0.10%0.11%Q4 2022Q3 20234
B. Riley Wealth Management, Inc. 440.00%0.02%0.02%Q3 2021Q2 20224
Running Point Capital Advisors, LLC 440.08%0.09%0.10%Q4 2020Q3 20214
Per Stirling Capital Management, LLC. 440.19%0.22%0.23%Q4 2022Q3 20234
Great Waters Wealth Management 440.25%0.29%0.34%Q4 2022Q3 20234
Hilltop Partners LLC 440.54%3.33%5.27%Q4 2022Q3 20234
Allegis Investment Advisors, LLC 440.11%0.13%0.15%Q4 2015Q3 20164
Whitaker-Myers Wealth Managers, LTD. 440.96%1.65%2.57%Q4 2022Q3 20234
STEEL GROVE CAPITAL ADVISORS, LLC 440.05%0.10%0.23%Q2 2018Q1 20194
RHS Financial, LLC 440.22%0.23%0.24%Q2 2021Q1 20224
Heirloom Wealth Management 440.12%0.41%1.10%Q4 2022Q3 20234
Aveo Capital Partners, LLC 440.04%0.05%0.06%Q2 2022Q1 20234
Strategic Investment Solutions, Inc. /IL 440.12%0.28%0.54%Q4 2022Q3 20234
Forefront Analytics, LLC 440.21%0.23%0.26%Q4 2022Q3 20234
Nalls Sherbakoff Group, LLC 310.14%0.15%0.18%Q4 2018Q3 20234
Faithward Advisors, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
PRINCIPAL FINANCIAL GROUP INC 310.00%0.00%0.00%Q4 2018Q3 20234
Fieldpoint Private Securities, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Tempus Wealth Planning, LLC 440.28%0.29%0.31%Q4 2022Q3 20234
Timber Hill LLC 310.00%0.00%0.01%Q2 2015Q1 20174
Farther Finance Advisors, LLC 440.02%0.03%0.05%Q4 2022Q3 20234
Iron Horse Wealth Management, LLC 210.00%0.01%0.03%Q4 2021Q3 20234
MANUFACTURERS LIFE INSURANCE COMPANY, THE 310.00%0.00%0.00%Q4 2016Q1 20184
Modera Wealth Management, LLC 220.01%0.05%0.08%Q3 2021Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.53%0.55%0.57%Q4 2022Q3 20234
TRUST DEPARTMENT MB FINANCIAL BANK N A 440.01%0.01%0.01%Q2 2014Q1 20154
Shone Asset Management LLC 440.26%0.27%0.28%Q1 2020Q4 20204
Waterford Advisors, LLC 446.33%6.65%7.00%Q4 2022Q3 20234
440 INVESTMENT GROUP, LLC 440.23%0.24%0.26%Q1 2017Q4 20174
Vanguard Personalized Indexing Management, LLC 310.03%0.03%0.03%Q1 2021Q3 20234
ASSOCIATED BANC-CORP 440.11%0.12%0.14%Q1 2020Q4 20204
NewFocus Financial Group, LLC 440.36%0.46%0.65%Q1 2020Q4 20204
INNOVIS ASSET MANAGEMENT LLC 440.11%0.11%0.12%Q4 2022Q3 20234
Castleview Partners, LLC 110.01%1.05%4.13%Q1 2018Q3 20234
Beacon Capital Management, LLC 440.00%0.00%0.01%Q1 2022Q4 20224
AdvicePeriod, LLC 440.03%0.05%0.07%Q2 2019Q1 20204
RBA Wealth Management, LLC 440.10%0.11%0.12%Q4 2022Q3 20234
Crestwood Advisors Group, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Leverty Financial Group, LLC 440.18%0.19%0.20%Q4 2022Q3 20234
FIRETHORN WEALTH PARTNERS, LLC 220.75%0.87%0.94%Q1 2021Q1 20224
TCWP LLC 440.06%0.50%0.91%Q4 2021Q3 20224
RWA WEALTH PARTNERS, LLC 220.02%0.05%0.07%Q3 2019Q3 20234
STEVENS CAPITAL PARTNERS 441.19%1.24%1.29%Q4 2022Q3 20234
WFA of San Diego, LLC 210.01%0.01%0.02%Q2 2022Q3 20234
KAYS FINANCIAL ADVISORY CORP /ADV 310.49%11.77%18.18%Q4 2013Q4 20184
Trexquant Investment LP 110.01%0.02%0.02%Q1 2020Q1 20234
Beaumont Financial Partners, LLC 310.03%0.04%0.06%Q3 2016Q3 20224
STALEY CAPITAL ADVISERS INC 440.01%0.01%0.01%Q1 2021Q4 20214
Family Investment Center, Inc. 441.19%1.45%1.62%Q4 2022Q3 20234
Pension Partners, LLC 110.89%4.46%11.01%Q4 2013Q3 20174
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.01%0.02%0.03%Q3 2018Q2 20194
Caprock Group, LLC 440.02%0.03%0.05%Q4 2022Q3 20234
Shorepoint Capital Partners LLC 441.81%1.86%1.91%Q1 2019Q4 20194
AHL INVESTMENT MANAGEMENT, INC. 440.22%0.23%0.26%Q4 2021Q3 20224
M&T BANK CORP 440.00%0.00%0.00%Q4 2020Q3 20214
Beaumont Financial Advisors, LLC 440.06%0.07%0.07%Q4 2022Q3 20234
Meeder Advisory Services, Inc. 440.17%0.26%0.32%Q4 2022Q3 20234
IFG Advisory, LLC 440.06%0.07%0.07%Q4 2020Q3 20214
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
Centerpoint Advisors, LLC 440.79%0.82%0.86%Q4 2022Q3 20234
Lee Financial Group Hawaii, Inc. 442.55%2.58%2.64%Q4 2017Q3 20184
LAKE STREET ADVISORS GROUP, LLC 440.02%0.04%0.04%Q1 2019Q4 20194
VIVID FINANCIAL MANAGEMENT, INC. 442.27%2.48%2.68%Q1 2021Q4 20214
Stevens First Principles Investment Advisors 220.00%0.01%0.01%Q3 2016Q1 20184
FutureAdvisor, Inc. 440.23%0.32%0.48%Q4 2014Q3 20154
TNF LLC 440.11%0.64%0.88%Q3 2021Q2 20224
Summit Global Investments 440.03%0.03%0.04%Q4 2022Q3 20234
Mascoma Wealth Management LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Eidelman Virant Capital 440.08%0.09%0.10%Q1 2021Q4 20214
BB&T INVESTMENT SERVICES, INC. 441.44%1.68%1.84%Q1 2017Q4 20174
Stillwater Investment Management, LLC 440.22%0.22%0.22%Q2 2022Q1 20234
PIONEER TRUST BANK N A/OR 440.07%0.07%0.08%Q4 2022Q3 20234
Truvvo Partners LLC 441.92%2.17%2.47%Q2 2017Q1 20184
MID CONTINENT CAPITAL LLC/IL 440.01%0.02%0.02%Q3 2013Q2 20144
Koesten, Hirschmann & Crabtree, INC. 441.87%1.95%2.01%Q4 2022Q3 20234
RGT Wealth Advisors, LLC 310.00%0.10%0.15%Q3 2016Q4 20214
FIRST FOUNDATION ADVISORS 440.01%0.01%0.01%Q2 2021Q1 20224
Hochman Cole Investment Advisors, Inc. 310.11%0.14%0.18%Q4 2018Q4 20194
Alpha Financial Advisors, LLC 440.15%0.17%0.20%Q4 2022Q3 20234
Lumature Wealth Partners, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
Milestone Investment Advisors LLC 440.34%0.38%0.40%Q4 2022Q3 20234
Vawter Financial, Ltd. 440.20%0.22%0.26%Q4 2022Q3 20234
Independence Advisors, LLC 440.01%0.01%0.01%Q4 2019Q3 20204
JDM Financial Group LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Jacobus Wealth Management, Inc. 440.05%0.05%0.06%Q4 2016Q3 20174
MRA Associates USA LLC 440.03%0.11%0.28%Q4 2018Q3 20194
Simplicity Wealth,LLC 443.30%3.61%4.17%Q4 2021Q3 20224
Eley Financial Management, Inc 440.44%0.46%0.49%Q4 2022Q3 20234
Roof Eidam Maycock Peralta, LLC 310.12%0.21%0.24%Q1 2018Q3 20224
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Trellis Wealth Advisors LLC 440.23%0.26%0.30%Q4 2022Q3 20234
PATHSTONE FAMILY OFFICE, LLC 210.00%0.01%0.04%Q1 2017Q4 20204
Roberts Wealth Advisors, LLC 440.38%0.40%0.41%Q4 2022Q3 20234
Capital Wealth Planning, LLC 440.02%0.03%0.04%Q2 2019Q1 20204
BlackRock Institutional Trust Company, N.A. 440.00%0.00%0.00%Q3 2013Q2 20144
Transform Wealth, LLC 440.27%0.38%0.50%Q4 2022Q3 20234
Marshall Financial Group LLC 210.08%0.08%0.09%Q2 2022Q1 20233
Pineno Levin & Ford Asset Management, Inc. 330.09%0.09%0.09%Q2 2021Q4 20213
NTB Financial Corp 330.82%0.86%0.91%Q4 2021Q2 20223
Waterloo Capital, L.P. 330.43%0.51%0.55%Q1 2023Q3 20233
EXENCIAL WEALTH ADVISORS, LLC 210.01%0.01%0.01%Q1 2021Q4 20213
WealthPlan Investment Management, LLC 210.05%0.06%0.08%Q1 2022Q4 20223
CATALYST PRIVATE WEALTH, LLC 210.02%0.22%0.33%Q3 2020Q4 20233
Circle Wealth Management, LLC 210.04%0.08%0.10%Q2 2018Q4 20193
Sage Mountain Advisors LLC 210.00%0.00%0.00%Q4 2021Q3 20233
Fiduciary Planning LLC 330.00%0.00%0.00%Q3 2020Q1 20213
MKD WEALTH COACHES, LLC 330.00%0.00%0.01%Q4 2018Q2 20193
Mine & Arao Wealth Creation & Management, LLC. 330.00%0.00%0.00%Q1 2023Q3 20233
Paragon Wealth Strategies, LLC 330.06%0.07%0.07%Q2 2023Q4 20233
Arkadios Wealth Advisors 330.01%0.01%0.02%Q1 2021Q3 20213
Surevest, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Cape Investment Advisory, Inc. 330.78%0.81%0.85%Q1 2023Q3 20233
SignalPoint Asset Management, LLC 210.07%0.12%0.17%Q3 2019Q2 20213
BROWN BROTHERS HARRIMAN & CO 210.00%0.00%0.00%Q2 2017Q4 20223
SevenBridge Financial Group, LLC 110.00%0.03%0.07%Q4 2017Q2 20213
MONTAGE INVESTMENTS, LLC 330.15%0.17%0.18%Q1 2016Q3 20163
Allegiant Private Advisors, LLC 330.17%0.37%0.53%Q4 2020Q2 20213
Leading Edge Financial Planning LLC 330.13%0.16%0.19%Q4 2022Q2 20233
Harel Insurance Investments & Financial Services Ltd. 330.00%0.00%0.00%Q1 2019Q3 20193
Aurora Investment Managers, LLC. 330.22%0.23%0.24%Q1 2022Q3 20223
NEW ENGLAND SECURITIES CORP /MA/ 210.00%0.00%0.01%Q2 2013Q2 20143
Treybourne Wealth Planners, Inc. 337.09%7.42%7.63%Q4 2020Q2 20213
Gallagher Fiduciary Advisors, LLC 330.02%0.03%0.03%Q1 2023Q3 20233
KEYBANK NATIONAL ASSOCIATION/OH 210.00%0.01%0.02%Q1 2020Q2 20233
CNB Bank 330.00%0.00%0.00%Q4 2021Q2 20223
FinTrust Investment Advisory Services, LLC 330.30%0.34%0.37%Q3 2017Q1 20183
Horan Securities, Inc. 210.00%0.00%0.01%Q2 2019Q2 20233
Cascadia Advisory Services, LLC 330.20%0.22%0.23%Q1 2021Q3 20213
CHOREO, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Coppell Advisory Solutions LLC 210.00%0.00%0.01%Q4 2022Q3 20233
Resolute Advisors LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Worth Asset Management, LLC 110.00%0.02%0.04%Q2 2022Q2 20233
Trinity Legacy Partners, LLC 330.57%0.78%0.89%Q4 2018Q2 20193
Noble Family Wealth, LLC 335.70%5.79%5.86%Q1 2023Q3 20233
Sonora Investment Management Group, LLC 330.03%0.04%0.06%Q4 2022Q2 20233
Madison Wealth Partners, Inc 330.10%0.10%0.11%Q1 2023Q3 20233
ZWJ INVESTMENT COUNSEL INC 330.02%0.02%0.02%Q2 2017Q4 20173
Empower Advisory Group, LLC 331.98%2.10%2.22%Q1 2023Q3 20233
Adero Partners, LLC 210.02%0.28%0.44%Q4 2019Q3 20233
BREITER CAPITAL MANAGEMENT INC 210.43%1.10%2.37%Q4 2017Q4 20183
Planning Solutions Group LLC 330.20%0.20%0.20%Q4 2018Q2 20193
D'Orazio & Associates, Inc. 110.00%0.00%0.01%Q2 2017Q3 20213
Geneva Advisors, LLC 330.27%0.29%0.30%Q4 2016Q2 20173
Legacy Financial Strategies, LLC 330.31%0.35%0.39%Q4 2017Q2 20183
Summit Equities Inc 330.07%0.07%0.08%Q1 2018Q3 20183
WEDBUSH SECURITIES INC 330.04%0.05%0.05%Q2 2019Q4 20193
BIP Wealth, LLC 330.04%0.04%0.05%Q1 2023Q3 20233
RFG Advisory, LLC 210.01%0.03%0.05%Q2 2021Q3 20223
Main Street Research LLC 330.02%0.02%0.03%Q4 2020Q2 20213
Ameritas Investment Partners, Inc. 330.00%0.00%0.00%Q1 2020Q3 20203
Norway Savings Bank 330.14%0.14%0.14%Q2 2017Q4 20173
Prospera Financial Services Inc 210.00%0.00%0.01%Q3 2020Q2 20223
Stokes Family Office, LLC 330.07%0.08%0.11%Q1 2022Q3 20223
Clear Creek Financial Management, LLC 330.14%0.16%0.18%Q2 2019Q4 20193
Wealth Quarterback LLC 210.00%0.01%0.03%Q4 2019Q3 20213
Sensible Financial Planning & Management, LLC. 210.04%0.05%0.06%Q3 2014Q2 20153
Ciovacco Capital Management LLC 210.12%2.45%4.35%Q4 2020Q4 20213
Mendel Capital Management LLC 330.23%0.41%0.52%Q1 2023Q3 20233
Insight Wealth Strategies, LLC 330.07%0.09%0.10%Q1 2021Q3 20213
Alaska Wealth Advisors 330.01%0.01%0.01%Q1 2023Q3 20233
Kabarec Financial Advisors, Ltd. 330.01%0.01%0.02%Q4 2017Q2 20183
Prentice Wealth Management LLC 330.01%0.01%0.01%Q1 2021Q3 20213
Financial Connections Group, Inc. 330.01%0.01%0.01%Q4 2021Q2 20223
Strategic Financial Concepts, LLC 331.02%1.29%1.52%Q1 2023Q3 20233
Tarbox Family Office, Inc. 330.00%0.00%0.00%Q2 2019Q4 20193
Guidant Wealth Advisors 330.02%0.03%0.03%Q1 2019Q3 20193
KARLINSKI ANDREW C 330.01%0.01%0.01%Q4 2021Q2 20223
DOWLING & YAHNKE LLC 330.01%0.01%0.01%Q1 2022Q3 20223
Intellectus Partners, LLC 210.00%0.00%0.00%Q2 2018Q1 20193
ZRC WEALTH MANAGEMENT, LLC 330.28%0.28%0.29%Q1 2023Q3 20233
Maryland Capital Management 210.01%0.02%0.02%Q2 2021Q1 20223
Kelman-Lazarov, Inc. 330.05%0.07%0.09%Q1 2023Q3 20233
Biltmore Family Office, LLC 210.00%0.04%0.05%Q4 2022Q3 20233
Sebold Capital Management, Inc. 330.16%0.17%0.17%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.01%0.02%0.04%Q3 2022Q3 20233
Mach-1 Financial Group, LLC 210.01%0.02%0.05%Q2 2022Q1 20233
Glass Jacobson Investment Advisors llc 210.05%0.08%0.13%Q4 2022Q3 20233
Apeiron RIA LLC 330.11%0.36%0.51%Q4 2021Q2 20223
McClarren Financial Advisors, Inc. 330.00%0.01%0.02%Q1 2023Q3 20233
Pathway Financial Advisors LLC 330.01%0.02%0.04%Q4 2017Q2 20183
Mendota Financial Group, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
SageView Advisory Group, LLC 210.02%0.02%0.02%Q4 2022Q3 20233
Advisor Resource Council 110.05%0.06%0.07%Q2 2021Q2 20223
OLD NATIONAL BANCORP /IN/ 210.00%0.07%0.21%Q1 2015Q3 20233
Accurate Wealth Management, LLC 330.08%0.09%0.11%Q4 2022Q2 20233
BUILDER INVESTMENT GROUP INC /ADV 330.09%0.10%0.10%Q4 2022Q2 20233
Praetorian Wealth Management, Inc. 210.08%0.08%0.09%Q4 2020Q3 20213
GODSEY & GIBB, INC 110.00%0.01%0.03%Q2 2022Q2 20233
Dougherty Wealth Advisers LLC 330.01%0.02%0.02%Q4 2018Q2 20193
Ruggaard & Associates LLC 330.30%0.31%0.32%Q1 2023Q3 20233
PRW Wealth Management LLC 210.02%0.04%0.07%Q4 2018Q2 20213
Endurance Wealth Management, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
Flagship Private Wealth, LLC 330.08%0.08%0.08%Q4 2020Q2 20213
RAYNER & HAYNOR 330.16%0.16%0.17%Q1 2014Q3 20143
Goodwin Investment Advisory 330.00%0.00%0.01%Q2 2021Q4 20213
MidWestOne Financial Group, Inc. 330.10%0.12%0.14%Q2 2019Q4 20193
Independence Bank of Kentucky 330.00%0.00%0.00%Q1 2019Q3 20193
GREENLEAF TRUST 330.00%0.00%0.00%Q3 2021Q1 20223
Virtu KCG Holdings LLC 210.01%0.01%0.01%Q3 2014Q4 20153
TUCKER ASSET MANAGEMENT LLC 210.00%0.01%0.03%Q3 2022Q3 20233
CONTINUUM WEALTH ADVISORS, LLC 110.14%0.36%0.57%Q4 2022Q2 20232
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2013Q4 20192
Virtue Capital Management, LLC 220.20%0.20%0.20%Q2 2023Q3 20232
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.01%0.01%0.01%Q2 2022Q3 20222
Wealthquest Corp 220.09%0.10%0.10%Q1 2019Q2 20192
Strategic Wealth Partners Group, LLC 220.22%0.31%0.40%Q1 2018Q2 20182
Impact Partnership Wealth, LLC 220.00%0.01%0.01%Q2 2023Q3 20232
WT Wealth Management 220.21%0.22%0.23%Q4 2022Q1 20232
Charter Oak Capital Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
West Wealth Group, LLC 223.01%3.19%3.36%Q4 2021Q1 20222
New England Capital Financial Advisors LLC 220.04%0.04%0.05%Q4 2022Q1 20232
Aspen Grove Capital, LLC 220.36%0.43%0.50%Q2 2023Q3 20232
ROMANO BROTHERS AND COMPANY 110.00%0.05%0.10%Q4 2022Q3 20232
Centennial Wealth Advisory LLC 220.12%0.13%0.13%Q2 2021Q3 20212
PFS INVESTMENTS INC. 220.01%0.01%0.01%Q1 2023Q2 20232
West Coast Financial LLC 220.03%0.03%0.03%Q2 2023Q3 20232
McKinley Carter Wealth Services, Inc. 110.02%0.03%0.04%Q1 2018Q4 20192
Clarkston Capital Partners, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Grey Fox Wealth Advisors, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
Empowered Funds, LLC 220.79%0.79%0.79%Q4 2020Q1 20212
Arbor Wealth Management, LLC 220.00%0.02%0.03%Q1 2019Q2 20192
Old North State Trust, LLC 220.03%0.03%0.03%Q1 2019Q2 20192
True Link Financial Advisors, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
First Personal Financial Services 220.00%0.00%0.00%Q3 2022Q4 20222
Camarda Financial Advisors, LLC 220.01%0.01%0.01%Q1 2019Q2 20192
Silver Oak Advisory Group, Inc. 220.13%0.14%0.14%Q4 2021Q1 20222
New Republic Capital, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Elgethun Capital Management 220.04%0.04%0.04%Q2 2023Q3 20232
MKT Advisors LLC 220.20%0.20%0.21%Q4 2021Q1 20222
BNP PARIBAS FINANCIAL MARKETS 110.00%0.01%0.02%Q1 2015Q3 20232
KMS FINANCIAL SERVICES, INC 220.03%0.04%0.04%Q2 2014Q3 20142
Orca Investment Management, LLC 220.29%0.31%0.32%Q4 2013Q1 20142
LITTLE HOUSE CAPITAL LLC 110.02%2.78%5.54%Q1 2019Q2 20202
ELM ADVISORS, LLC 110.01%0.01%0.01%Q3 2018Q4 20202
WealthBridge Capital Management, LLC 220.10%0.10%0.10%Q4 2018Q1 20192
Diversified Portfolios, Inc. 220.03%0.05%0.06%Q3 2022Q4 20222
LGT Financial Advisors LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Legacy Private Trust Co. 220.04%0.04%0.04%Q3 2022Q4 20222
OLD DOMINION CAPITAL MANAGEMENT INC 220.08%0.15%0.23%Q2 2018Q3 20182
VESTOR CAPITAL, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Carmel Capital Management L.L.C. 220.11%0.11%0.11%Q4 2021Q1 20222
Sendero Wealth Management, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
Lantz Financial LLC 110.13%0.13%0.14%Q2 2019Q4 20192
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Mirador Capital Partners LP 110.04%0.05%0.06%Q1 2021Q4 20212
Advisors Preferred, LLC 220.95%1.42%1.89%Q4 2013Q1 20142
CABANA LLC 110.01%0.01%0.02%Q4 2019Q2 20202
PANORAMIC INVESTMENT ADVISORS, LLC 110.93%0.96%0.98%Q4 2022Q3 20232
Heritage Trust Co 220.06%0.06%0.06%Q2 2023Q3 20232
Cornerstone Management, Inc. 220.17%0.17%0.18%Q1 2018Q2 20182
RPg Family Wealth Advisory, LLC 220.01%0.01%0.01%Q2 2019Q3 20192
VALLEY WEALTH MANAGERS, INC. 110.00%0.00%0.00%Q2 2022Q4 20222
HANSEATIC MANAGEMENT SERVICES INC 223.02%3.10%3.19%Q2 2023Q3 20232
Baltimore-Washington Financial Advisors, Inc. 110.15%0.27%0.39%Q1 2022Q3 20222
Foresight Wealth Management, LLC 220.00%0.07%0.13%Q3 2019Q4 20192
Field & Main Bank 220.00%0.00%0.00%Q4 2022Q1 20232
BRINKER CAPITAL INC 110.01%0.02%0.04%Q4 2018Q2 20192
SUTTON PLACE INVESTORS LLC 220.50%0.54%0.58%Q4 2021Q1 20222
Covenant Multifamily Offices, LLC 220.04%0.04%0.04%Q3 2019Q4 20192
Perkins Coie Trust Co 110.00%0.01%0.02%Q4 2022Q3 20232
Stratford Consulting, LLC 220.00%0.69%1.37%Q4 2019Q1 20202
Arcataur Capital Management LLC 220.98%1.00%1.02%Q2 2023Q3 20232
Arlington Financial Advisors, LLC 110.14%1.47%2.80%Q2 2018Q4 20182
American Research & Management Co. 220.00%0.00%0.00%Q2 2022Q3 20222
Summit Trail Advisors, LLC 110.08%0.14%0.20%Q1 2018Q1 20192
Poehling Capital Management, INC. 220.35%0.36%0.36%Q3 2019Q4 20192
Cornerstone Wealth Management, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
Diversified Trust Co 220.01%0.01%0.02%Q1 2018Q2 20182
Fiera Capital Corp 220.01%0.01%0.01%Q3 2019Q4 20192
New Capital Management LP 220.01%0.01%0.01%Q1 2017Q2 20172
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.26%0.28%0.30%Q4 2022Q2 20232
Berkeley Capital Partners, LLC 110.70%0.74%0.78%Q3 2016Q3 20172
Moss Adams Wealth Advisors LLC 110.00%0.00%0.00%Q4 2022Q3 20232
PEAK6 Investments LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Trek Financial, LLC 110.06%0.09%0.12%Q4 2018Q3 20192
Ground Swell Capital, LLC 111.23%1.36%1.50%Q4 2020Q3 20212
25 LLC 220.02%0.02%0.02%Q1 2023Q2 20232
Linscomb & Williams, Inc. 110.01%0.01%0.01%Q2 2021Q4 20212
Y-Intercept (Hong Kong) Ltd 110.03%0.06%0.08%Q2 2021Q3 20232
American Financial Network Advisory Services LLC 220.04%0.05%0.06%Q3 2017Q4 20172
HARVEST GROUP WEALTH MANAGEMENT, LLC 222.84%8.58%14.31%Q2 2018Q3 20182
AMERICAN NATIONAL BANK 220.01%0.01%0.01%Q4 2021Q1 20222
SEVEN MILE ADVISORY 220.39%0.42%0.46%Q2 2023Q3 20232
Stokes Capital Advisors, LLC 220.14%0.14%0.14%Q2 2018Q3 20182
BROWN WEALTH MANAGEMENT, LLC 222.58%2.89%3.19%Q2 2023Q3 20232
OPTIONS SOLUTIONS, LLC 110.17%0.18%0.19%Q4 2021Q2 20232
Integrity Financial Corp /WA 220.01%0.01%0.01%Q1 2023Q2 20232
QUEST CAPITAL MANAGEMENT INC /ADV 220.04%0.22%0.40%Q3 2021Q4 20212
MFA WEALTH ADVISORS, LLC 110.08%0.20%0.32%Q4 2017Q2 20202
Values Added Financial LLC 221.40%1.42%1.45%Q2 2023Q3 20232
EPIQ Capital Group, LLC 220.22%0.25%0.27%Q4 2019Q1 20202
RETIREMENT GUYS FORMULA LLC 111.31%2.62%3.94%Q4 2021Q2 20232
Mayflower Financial Advisors, LLC 220.03%0.05%0.07%Q4 2021Q1 20222
Allianz Asset Management GmbH 220.01%0.01%0.01%Q4 2015Q1 20162
First Pacific Financial 220.05%0.05%0.05%Q2 2023Q3 20232
Carnick & Kubik, LLC 110.04%0.05%0.06%Q3 2015Q1 20162
Nemes Rush Group LLC 220.11%0.11%0.11%Q2 2023Q3 20232
Cynosure Group, LLC 220.20%0.26%0.32%Q2 2023Q3 20232
MARIPAU WEALTH MANAGEMENT LLC 220.75%0.78%0.80%Q4 2021Q1 20222
Copperwynd Financial, LLC 221.44%1.46%1.48%Q2 2023Q3 20232
Capital CS Group, LLC 220.26%0.30%0.34%Q4 2021Q1 20222
Cherry Tree Wealth Management, LLC 220.02%0.02%0.03%Q2 2023Q3 20232
Placemark Investments, Inc. 220.00%0.01%0.01%Q3 2014Q4 20142
WFA Asset Management Corp 220.01%0.01%0.01%Q3 2022Q4 20222
SOUNDMARK WEALTH MANAGEMENT, LLC 220.09%0.10%0.12%Q1 2021Q2 20212
HIGHLAND CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2015Q3 20152
Dechtman Wealth Management, LLC 220.20%0.20%0.21%Q2 2023Q3 20232
J2 Capital Management Inc 220.25%0.28%0.31%Q1 2023Q2 20232
Capasso Planning Partners LLC 110.13%0.14%0.16%Q1 2022Q4 20222
STANCORP INVESTMENT ADVISERS INC 220.02%0.02%0.02%Q4 2014Q1 20152
Sullivan, Bruyette, Speros & Blaney, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
SouthState Corp 220.00%0.00%0.00%Q4 2022Q1 20232
Willow Creek Wealth Management Inc. 220.12%0.12%0.12%Q2 2019Q3 20192
Davis Capital Management 222.42%2.53%2.65%Q1 2020Q2 20202
Altus Wealth Group LLC 220.04%0.05%0.05%Q4 2020Q1 20212
West Financial Advisors, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
MONTAG A & ASSOCIATES INC 220.00%0.00%0.01%Q4 2021Q1 20222
Security Financial Services, INC. 220.63%0.77%0.91%Q4 2021Q1 20222
Fort Point Capital Partners LLC 220.33%0.49%0.65%Q2 2023Q3 20232
Bernardo Wealth Planning LLC 110.12%0.15%0.18%Q4 2018Q4 20192
Claybrook Capital, LLC 110.07%0.12%0.16%Q4 2018Q2 20212
CERTUITY, LLC 110.05%0.10%0.15%Q1 2020Q1 20222
Merriman Wealth Management, LLC 110.01%0.01%0.02%Q4 2021Q2 20222
TCG Advisors, LP 220.00%0.00%0.00%Q1 2019Q2 20192
Bordeaux Wealth Advisors LLC 220.08%0.20%0.32%Q1 2023Q2 20232
Lavaca Capital LLC 220.02%0.02%0.02%Q4 2018Q1 20192
MBA Advisors LLC 220.39%0.43%0.47%Q4 2021Q1 20222
BOSTON PRIVATE BANK & TRUST CO 220.00%0.00%0.00%Q4 2014Q1 20152
Fiduciary Alliance LLC 110.03%0.03%0.04%Q4 2022Q2 20232
Paulson Wealth Management Inc. 220.54%0.55%0.57%Q2 2023Q3 20232
Wambolt & Associates, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
Princeton Global Asset Management LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Cordasco Financial Network 110.00%0.00%0.00%Q2 2022Q2 20221
MV CAPITAL MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2021Q2 20211
Morton Brown Family Wealth, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Fulcrum Capital LLC 110.09%0.09%0.09%Q3 2021Q3 20211
Pacific Center for Financial Services 110.01%0.01%0.01%Q3 2021Q3 20211
COMERICA BANK 110.01%0.01%0.01%Q3 2023Q3 20231
NovaPoint Capital, LLC 110.56%0.56%0.56%Q4 2019Q4 20191
Aprio Wealth Management, LLC 111.67%1.67%1.67%Q4 2019Q4 20191
Capital Advisory Group Advisory Services, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Bell Rock Capital LLC 110.29%0.29%0.29%Q2 2022Q2 20221
Morling Financial Advisors, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Verus Financial Partners, Inc. 110.35%0.35%0.35%Q3 2020Q3 20201
Paracle Advisors, LLC 110.22%0.22%0.22%Q1 2016Q1 20161
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 110.00%0.00%0.00%Q3 2018Q3 20181
RAY GERALD L & ASSOCIATES LTD 110.06%0.06%0.06%Q3 2017Q3 20171
EdgeRock Capital LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Capital Bank & Trust Co 110.00%0.00%0.00%Q4 2019Q4 20191
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Widmann Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
VisionPoint Advisory Group, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Sather Financial Group Inc 110.15%0.15%0.15%Q4 2019Q4 20191
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Valued Wealth Advisors LLC 110.00%0.00%0.00%Q4 2023Q4 20231
THEORY FINANCIAL LLC 110.17%0.17%0.17%Q1 2022Q1 20221
BADGLEY PHELPS & BELL INC 110.02%0.02%0.02%Q1 2016Q1 20161
Westbourne Investment Advisors, Inc. 110.10%0.10%0.10%Q3 2018Q3 20181
Blueprint Investment Partners LLC 110.06%0.06%0.06%Q2 2022Q2 20221
HAP Trading, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Knuff & Co LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Ahrens Investment Partners LLC 110.00%0.00%0.00%Q4 2021Q4 20211
FIRST FINANCIAL CORP /IN/ 110.03%0.03%0.03%Q3 2023Q3 20231
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2013Q2 20131
Shilanski & Associates, Inc. 110.48%0.48%0.48%Q3 2022Q3 20221
Newfound Research LLC 110.02%0.02%0.02%Q4 2015Q4 20151
Gallagher Benefit Services, Inc. 110.07%0.07%0.07%Q4 2022Q4 20221
Creative Capital Management Investments LLC 110.00%0.00%0.00%Q3 2023Q3 20231
IAM Advisory, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Founders Capital Management 110.02%0.02%0.02%Q2 2022Q2 20221
Park Edge Advisors, LLC 110.10%0.10%0.10%Q1 2023Q1 20231
Wealth CMT 110.20%0.20%0.20%Q4 2019Q4 20191
Gratus Capital, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Northstar Advisory Group, LLC 112.15%2.15%2.15%Q3 2021Q3 20211
Oak Asset Management, LLC 112.57%2.57%2.57%Q2 2022Q2 20221
REGIONS FINANCIAL CORP 110.01%0.01%0.01%Q1 2020Q1 20201
Gilbert & Cook, Inc. 110.05%0.05%0.05%Q2 2022Q2 20221
W.G. Shaheen & Associates DBA Whitney & Co 110.01%0.01%0.01%Q3 2018Q3 20181
Moser Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Fortis Capital Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Nadler Financial Group, Inc. 110.10%0.10%0.10%Q2 2015Q2 20151
Virtu Financial LLC 110.06%0.06%0.06%Q4 2017Q4 20171
Jefferies Group LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Roble, Belko & Company, Inc 110.00%0.00%0.00%Q1 2015Q1 20151
Kopion Asset Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
AXXCESS WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q1 2022Q1 20221
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 110.00%0.00%0.00%Q1 2022Q1 20221
Prostatis Group LLC 110.02%0.02%0.02%Q2 2023Q2 20231
DecisionPoint Financial, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
WILLIAMS JONES & ASSOCIATES LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Rafferty Asset Management, LLC 111.52%1.52%1.52%Q2 2013Q2 20131
Round Table Services, LLC 110.05%0.05%0.05%Q3 2022Q3 20221
BEDEL FINANCIAL CONSULTING INC 110.06%0.06%0.06%Q3 2023Q3 20231
STABLEFORD CAPITAL II LLC 112.19%2.19%2.19%Q1 2023Q1 20231
Apella Capital, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Glacier Peak Capital LLC 110.39%0.39%0.39%Q3 2019Q3 20191
REDMONT WEALTH ADVISORS LLC 110.22%0.22%0.22%Q4 2021Q4 20211
Indiana Trust & Investment Management CO 110.02%0.02%0.02%Q3 2023Q3 20231
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Prosperity Consulting Group, LLC 112.70%2.70%2.70%Q3 2023Q3 20231
Reby Advisors, LLC 113.84%3.84%3.84%Q4 2020Q4 20201
Retirement Investment Advisors, Inc. 110.28%0.28%0.28%Q1 2023Q1 20231
Silicon Hills Wealth Management, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Fidelis Capital Partners, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
GFS Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q3 2019Q3 20191
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Prosperity Wealth Management, Inc. 110.46%0.46%0.46%Q1 2023Q1 20231
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Waverly Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Team Financial Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Keel Point, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Dynasty Wealth Management, LLC 110.76%0.76%0.76%Q4 2017Q4 20171
JOYN Advisors, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
KRS Capital Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Guidance Point Advisors, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Cypress Point Wealth Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Arlington Partners LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Shore Point Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Carlsbad Wealth Advisory Group, Inc. 114.09%4.09%4.09%Q2 2023Q2 20231
FNY Investment Advisers, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
WJ Wealth Management, LLC 111.87%1.87%1.87%Q4 2019Q4 20191
Coyle Financial Counsel LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Black Swift Group, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Park Place Capital Corp 110.00%0.00%0.00%Q3 2023Q3 20231
Bridgeworth, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.01%0.01%0.01%Q1 2022Q1 20221
WOLFF WIESE MAGANA LLC 110.00%0.00%0.00%Q2 2023Q2 20231
ZACKS INVESTMENT MANAGEMENT 110.01%0.01%0.01%Q4 2017Q4 20171
Lionsbridge Wealth Management LLC 111.64%1.64%1.64%Q4 2019Q4 20191
Magnus Financial Group LLC 110.04%0.04%0.04%Q4 2022Q4 20221
OneAscent Financial Services LLC 110.27%0.27%0.27%Q3 2023Q3 20231
Dixon Hughes Goodman Wealth Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Lansing Street Advisors 110.02%0.02%0.02%Q1 2022Q1 20221
IronBridge Private Wealth, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
PRIVATE TRUST CO NA 110.00%0.00%0.00%Q1 2023Q1 20231
Seascape Capital Management 110.10%0.10%0.10%Q4 2021Q4 20211
SUMMITRY LLC 110.02%0.02%0.02%Q4 2018Q4 20181
OmniStar Financial Group, Inc. 110.60%0.60%0.60%Q1 2023Q1 20231
Ergoteles LLC 110.04%0.04%0.04%Q2 2022Q2 20221
CKW FINANCIAL GROUP 110.00%0.00%0.00%Q2 2021Q2 20211
Capital Planning Advisors, LLC 110.41%0.41%0.41%Q3 2015Q3 20151
HEADINVEST, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Fullerton Fund Management Co Ltd. 110.47%0.47%0.47%Q3 2017Q3 20171
San Luis Wealth Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
MGO ONE SEVEN LLC 110.00%0.00%0.00%Q4 2017Q4 20171
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Aries Wealth Management 110.74%0.74%0.74%Q1 2022Q1 20221
Ledge Wealth Management, Inc. 110.25%0.25%0.25%Q1 2022Q1 20221
Parisi Gray Wealth Management 110.00%0.00%0.00%Q1 2019Q1 20191
Authentikos Wealth Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Alera Investment Advisors, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
VitalStone Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
COLTON GROOME FINANCIAL ADVISORS, LLC 110.13%0.13%0.13%Q1 2021Q1 20211
First Command Bank 110.00%0.00%0.00%Q1 2021Q1 20211
Diversified, LLC 110.12%0.12%0.12%Q4 2020Q4 20201
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Colonial Trust Co / SC 110.00%0.00%0.00%Q4 2022Q4 20221
Inspire Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
GoalVest Advisory LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Karp Capital Management Corp 110.02%0.02%0.02%Q4 2018Q4 20181
FREEDOM WEALTH ALLIANCE, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Wallington Asset Management, LLC 110.01%0.01%0.01%Q1 2014Q1 20141
GFS Private Wealth, LLC 115.36%5.36%5.36%Q4 2017Q4 20171
Horan Capital Advisors, LLC. 110.00%0.00%0.00%Q1 2019Q1 20191
Arjuna Capital 110.04%0.04%0.04%Q2 2021Q2 20211
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q4 2021Q4 20211
Heritage Financial Services, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Gryphon Financial Partners LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Santori & Peters, Inc. 110.02%0.02%0.02%Q4 2017Q4 20171
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q1 2023Q1 20231
ROVIN CAPITAL /UT/ /ADV 110.74%0.74%0.74%Q4 2019Q4 20191
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Pointe Capital Management LLC 112.01%2.01%2.01%Q4 2016Q4 20161
Lebenthal Global Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
SIGNET MANAGEMENT USA, LLC 110.01%0.01%0.01%Q4 2013Q4 20131
USA FINANCIAL FORMULAS 110.00%0.00%0.00%Q4 2018Q4 20181
Stuart Chaussee & Associates, Inc. 110.03%0.03%0.03%Q4 2019Q4 20191
Rinkey Investments 110.00%0.00%0.00%Q4 2021Q4 20211
HERITAGE INVESTORS MANAGEMENT CORP 110.02%0.02%0.02%Q2 2015Q2 20151
Invesco Ltd. 110.00%0.00%0.00%Q4 2013Q4 20131
Choate Investment Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
WESTERN FINANCIAL Corp 110.14%0.14%0.14%Q1 2022Q1 20221
Aufman Associates Inc 110.26%0.26%0.26%Q4 2019Q4 20191
Crown Wealth Group, LLC 112.46%2.46%2.46%Q4 2021Q4 20211
Zuckerman Investment Group, LLC 110.07%0.07%0.07%Q1 2020Q1 20201
SIGNET FINANCIAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Avalon Trust Co 110.01%0.01%0.01%Q2 2023Q2 20231
TMD & ASSOCIATES, INC 111.39%1.39%1.39%Q2 2018Q2 20181
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
WASATCH ADVISORS LP 110.00%0.00%0.00%Q4 2015Q4 20151
Landsberg, Bennett, & Dubbaneh LLC 110.05%0.05%0.05%Q3 2021Q3 20211
CONTINENTAL INVESTORS SERVICES, INC. 110.31%0.31%0.31%Q2 2023Q2 20231
BLUE SQUARE ASSET MANAGEMENT, LLC 110.22%0.22%0.22%Q4 2019Q4 20191
Icon Wealth Partners, LLC 110.10%0.10%0.10%Q3 2018Q3 20181
Strategic Wealth Investment Group, LLC 110.28%0.28%0.28%Q2 2022Q2 20221
HORAN CAPITAL MANAGEMENT 110.02%0.02%0.02%Q2 2019Q2 20191
HRT FINANCIAL LP 110.00%0.00%0.00%Q3 2023Q3 20231
Beacon Wealthcare LLC 110.10%0.10%0.10%Q2 2021Q2 20211
Bryn Mawr Capital Management, LLC 110.10%0.10%0.10%Q1 2022Q1 20221
Permit Capital Advisors, LLC 110.15%0.15%0.15%Q1 2022Q1 20221
Herold Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Landmark Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Moloney Securities Asset Management, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
Snowden Capital Advisors LLC 110.01%0.01%0.01%Q4 2021Q4 20211
MARINO, STRAM & ASSOCIATES LLC 110.72%0.72%0.72%Q2 2021Q2 20211
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 110.00%0.00%0.00%Q4 2019Q4 20191
BANYAN CAPITAL MANAGEMENT, INC. 112.84%2.84%2.84%Q4 2018Q4 20181
Price Wealth, LLC 110.16%0.16%0.16%Q1 2020Q1 20201
Delphi Private Advisors LLC 110.15%0.15%0.15%Q4 2017Q4 20171
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
tru Independence LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Pinnacle Wealth Management, LLC 110.23%0.23%0.23%Q4 2021Q4 20211
SteelPeak Wealth, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
CAPITAL ONE, NATIONAL ASSOCIATION 110.04%0.04%0.04%Q4 2019Q4 20191
FSM Wealth Advisors, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
NorthRock Partners, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
COMMERCE BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Wealth Advisory Solutions, LLC 110.15%0.15%0.15%Q2 2023Q2 20231
Ascension Asset Management LLC 116.67%6.67%6.67%Q4 2020Q4 20201
Weatherstone Capital Management 111.39%1.39%1.39%Q4 2018Q4 20181
TFO Wealth Partners, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
First Command Financial Services, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
IBEX WEALTH ADVISORS 110.01%0.01%0.01%Q4 2016Q4 20161
Cutter & CO Brokerage, Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Tatro Capital, LLC 117.72%7.72%7.72%Q4 2019Q4 20191
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
MIRSKY FINANCIAL MANAGEMENT CORP. 110.33%0.33%0.33%Q4 2021Q4 20211
Jane Street Holding, LLC 110.01%0.01%0.01%Q3 2013Q3 20131
Orion Capital Management LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Bowman & Co S.C. 110.20%0.20%0.20%Q3 2023Q3 20231
Pinnacle Wealth Advisors 110.01%0.01%0.01%Q2 2021Q2 20211
Paradigm Financial Advisors, LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Semmax Financial Advisors Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Nuveen Asset Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
HC FINANCIAL ADVISORS INC 110.01%0.01%0.01%Q2 2022Q2 20221
CLIFFORD SWAN INVESTMENT COUNSEL LLC 110.02%0.02%0.02%Q2 2018Q2 20181
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.00%0.00%0.00%Q2 2013Q2 20131
Measured Wealth Private Client Group, LLC 110.05%0.05%0.05%Q3 2018Q3 20181
Paradigm Financial Partners, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Brio Consultants, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Bay Harbor Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Nauset Wealth Management. LLC 110.03%0.03%0.03%Q1 2022Q1 20221
DONALDSON CAPITAL MANAGEMENT, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Mill Creek Capital Advisors, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
MBE Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
External links

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