Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
ROYAL BANK OF CANADA | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 15 | 15 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Kingsview Wealth Management, LLC | 8 | 6 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 14 |
BANK OF AMERICA CORP /DE/ | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Financial Architects, Inc | 10 | 4 | 0.03% | 0.60% | 0.78% | Q4 2019 | Q2 2023 | 14 |
Charles Schwab Trust Co | 14 | 14 | 0.14% | 0.25% | 0.36% | Q2 2020 | Q3 2023 | 14 |
JANE STREET GROUP, LLC | 9 | 5 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 14 |
Cambridge Investment Research Advisors, Inc. | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
MORGAN STANLEY | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 13 | 13 | 0.30% | 0.72% | 0.90% | Q3 2020 | Q3 2023 | 13 |
IFP Advisors, Inc | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Ancora Advisors LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Citadel Advisors | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 12 |
CAPTRUST FINANCIAL ADVISORS | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
ARBOR TRUST WEALTH ADVISORS, LLC | 11 | 11 | 0.14% | 0.20% | 0.30% | Q1 2020 | Q3 2022 | 11 |
KING LUTHER CAPITAL MANAGEMENT CORP | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
OSAIC HOLDINGS, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
CLIENT 1ST ADVISORY GROUP, LLC | 11 | 11 | 0.69% | 3.72% | 8.42% | Q1 2021 | Q3 2023 | 11 |
AdvisorNet Financial, Inc | 11 | 11 | 0.00% | 0.06% | 0.20% | Q1 2021 | Q3 2023 | 11 |
ENVESTNET ASSET MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
B. Riley Wealth Advisors, Inc. | 11 | 11 | 0.07% | 0.09% | 0.12% | Q1 2021 | Q3 2023 | 11 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 11 | 11 | 0.04% | 0.16% | 0.38% | Q1 2021 | Q3 2023 | 11 |
Avior Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Integrated Wealth Concepts LLC | 6 | 4 | 0.01% | 0.07% | 0.16% | Q1 2021 | Q3 2023 | 10 |
Clearview Wealth Advisors LLC | 10 | 10 | 0.08% | 1.80% | 5.38% | Q1 2021 | Q2 2023 | 10 |
UBS Group AG | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.05% | 0.09% | Q1 2021 | Q3 2023 | 10 |
Charles Schwab Investment Advisory, Inc. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 10 |
Mutual Advisors, LLC | 8 | 2 | 0.01% | 0.06% | 0.14% | Q1 2021 | Q3 2023 | 10 |
VAN STRUM & TOWNE INC. | 9 | 9 | 0.63% | 0.82% | 0.92% | Q3 2021 | Q3 2023 | 9 |
Valmark Advisers, Inc. | 8 | 1 | 0.00% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 9 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Belpointe Asset Management LLC | 9 | 9 | 0.01% | 0.05% | 0.14% | Q1 2021 | Q1 2023 | 9 |
CAHILL FINANCIAL ADVISORS INC | 9 | 9 | 0.01% | 0.17% | 0.27% | Q3 2021 | Q3 2023 | 9 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
HighTower Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 9 |
MML INVESTORS SERVICES, LLC | 9 | 9 | 0.00% | 0.02% | 0.07% | Q1 2021 | Q1 2023 | 9 |
CENTAURUS FINANCIAL, INC. | 9 | 9 | 0.01% | 0.11% | 0.27% | Q1 2021 | Q1 2023 | 9 |
Midwest Heritage Bank, FSB | 8 | 8 | 0.15% | 0.67% | 1.93% | Q4 2021 | Q3 2023 | 8 |
Strategic Blueprint, LLC | 8 | 8 | 0.07% | 0.18% | 0.39% | Q1 2021 | Q4 2022 | 8 |
TAP Consulting, LLC | 8 | 8 | 0.60% | 1.95% | 2.53% | Q4 2021 | Q3 2023 | 8 |
TNF LLC | 8 | 8 | 0.10% | 0.53% | 1.68% | Q3 2021 | Q2 2023 | 8 |
Range Financial Group LLC | 8 | 8 | 0.35% | 0.59% | 0.83% | Q1 2021 | Q4 2022 | 8 |
FLC Capital Advisors | 7 | 7 | 0.84% | 1.81% | 2.66% | Q1 2021 | Q3 2022 | 7 |
Kaizen Financial Strategies | 6 | 1 | 1.81% | 3.02% | 3.59% | Q1 2021 | Q4 2022 | 7 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 7 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2022 | 7 |
Roundview Capital LLC | 7 | 7 | 0.06% | 0.14% | 0.31% | Q1 2022 | Q3 2023 | 7 |
M&R CAPITAL MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2023 | 7 |
Financial Strategies Group, Inc. | 7 | 7 | 0.15% | 0.23% | 0.33% | Q1 2022 | Q3 2023 | 7 |
Copperleaf Capital, LLC | 7 | 7 | 2.20% | 5.71% | 6.86% | Q1 2021 | Q3 2022 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.08% | 0.12% | 0.16% | Q1 2021 | Q4 2022 | 7 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 7 |
Kestra Advisory Services, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
ATLAS CAPITAL ADVISORS LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
Dynamic Advisor Solutions LLC | 5 | 1 | 0.01% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 6 |
Cetera Investment Advisers | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Cetera Advisors LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
AMERIPRISE FINANCIAL INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
Quaker Wealth Management, LLC | 6 | 6 | 0.10% | 0.10% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Columbus Macro, LLC | 6 | 6 | 0.30% | 0.44% | 0.68% | Q4 2021 | Q1 2023 | 6 |
Red Cedar Capital, LLC | 6 | 6 | 0.07% | 0.07% | 0.08% | Q3 2021 | Q4 2022 | 6 |
AE Wealth Management LLC | 6 | 6 | 0.00% | 0.05% | 0.10% | Q1 2021 | Q2 2022 | 6 |
Patriot Financial Group Insurance Agency, LLC | 6 | 6 | 0.04% | 0.28% | 0.49% | Q1 2021 | Q2 2022 | 6 |
CWM, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
OLD MISSION CAPITAL LLC | 4 | 2 | 0.01% | 0.04% | 0.06% | Q3 2021 | Q1 2023 | 6 |
Bogart Wealth, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Teamwork Financial Advisors, LLC | 6 | 6 | 0.06% | 0.23% | 0.39% | Q1 2021 | Q2 2022 | 6 |
Horst & Graben Wealth Management LLC | 5 | 1 | 0.07% | 2.79% | 4.99% | Q1 2021 | Q4 2022 | 6 |
WASHBURN CAPITAL MANAGEMENT, INC. | 5 | 5 | 1.18% | 1.73% | 2.27% | Q1 2020 | Q1 2021 | 5 |
Rosenberg Matthew Hamilton | 5 | 5 | 0.88% | 1.09% | 1.26% | Q3 2022 | Q3 2023 | 5 |
Mayflower Financial Advisors, LLC | 5 | 5 | 0.03% | 0.03% | 0.05% | Q3 2021 | Q3 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
Aptus Capital Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Baldrige Asset Management LLC | 5 | 5 | 0.65% | 1.99% | 2.92% | Q1 2022 | Q1 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.01% | 0.27% | 0.53% | Q3 2021 | Q3 2022 | 5 |
55I, LLC | 5 | 5 | 0.01% | 1.12% | 1.84% | Q1 2021 | Q1 2022 | 5 |
One Wealth Advisors, LLC | 4 | 1 | 0.02% | 1.40% | 2.02% | Q1 2021 | Q4 2022 | 5 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
Physician Wealth Advisors, Inc. | 5 | 5 | 1.01% | 1.60% | 2.64% | Q4 2020 | Q4 2021 | 5 |
Clear Perspectives Financial Planning, LLC | 5 | 5 | 0.04% | 0.16% | 0.23% | Q1 2021 | Q1 2022 | 5 |
Parallel Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Stratos Wealth Advisors, LLC | 5 | 5 | 0.02% | 0.26% | 0.45% | Q1 2021 | Q1 2022 | 5 |
BlackRock Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Compass Financial Group, INC/SD | 5 | 5 | 0.08% | 0.15% | 0.24% | Q4 2022 | Q4 2023 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
WBI INVESTMENTS, LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q2 2021 | Q1 2022 | 4 |
Fortis Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q4 2021 | 4 |
NEXT Financial Group, Inc | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
WealthPLAN Partners, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 4 |
Capital Asset Advisory Services LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 4 | 4 | 0.04% | 0.14% | 0.23% | Q1 2021 | Q4 2021 | 4 |
Ausdal Financial Partners, Inc. | 4 | 4 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q4 2021 | 4 |
WEALTHSOURCE PARTNERS, LLC | 4 | 4 | 0.05% | 0.08% | 0.10% | Q1 2021 | Q4 2021 | 4 |
GPM Growth Investors, Inc. | 4 | 4 | 1.73% | 1.93% | 2.04% | Q1 2021 | Q4 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Pinnacle Family Advisors, LLC | 4 | 4 | 0.23% | 0.36% | 0.45% | Q1 2021 | Q4 2021 | 4 |
VIVID FINANCIAL MANAGEMENT, INC. | 4 | 4 | 1.48% | 2.77% | 3.69% | Q1 2021 | Q4 2021 | 4 |
Lodestone Wealth Management LLC | 4 | 4 | 0.25% | 0.27% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Austin Private Wealth, LLC | 4 | 4 | 0.80% | 1.40% | 1.88% | Q1 2021 | Q4 2021 | 4 |
Kades & Cheifetz LLC | 4 | 4 | 1.43% | 1.86% | 2.29% | Q4 2022 | Q3 2023 | 4 |
Crescent Sterling, Ltd. | 4 | 4 | 0.33% | 0.36% | 0.40% | Q4 2022 | Q3 2023 | 4 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 4 | 4 | 0.05% | 0.14% | 0.17% | Q4 2021 | Q3 2022 | 4 |
Cooper Financial Group | 4 | 4 | 0.18% | 2.74% | 4.09% | Q1 2021 | Q4 2021 | 4 |
FIRST NATIONAL CORP /MA/ /ADV | 4 | 4 | 0.22% | 0.36% | 0.58% | Q4 2021 | Q3 2022 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q4 2022 | 4 |
Spectrum Planning & Advisory Services Inc. | 4 | 4 | 2.84% | 4.71% | 5.82% | Q1 2021 | Q4 2021 | 4 |
Savior LLC | 4 | 4 | 0.00% | 0.09% | 0.13% | Q1 2021 | Q4 2021 | 4 |
TRANSCEND CAPITAL ADVISORS, LLC | 4 | 4 | 0.05% | 0.08% | 0.12% | Q1 2021 | Q4 2021 | 4 |
WESTERN FINANCIAL Corp | 4 | 4 | 0.39% | 0.53% | 0.62% | Q1 2021 | Q4 2021 | 4 |
Costello Asset Management, INC | 4 | 4 | 0.16% | 0.17% | 0.20% | Q1 2021 | Q4 2021 | 4 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 4 | 4 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q4 2022 | 4 |
Jackson Creek Investment Advisors LLC | 4 | 4 | 0.46% | 0.48% | 0.50% | Q4 2022 | Q3 2023 | 4 |
HM PAYSON & CO | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
PFG Advisors | 3 | 1 | 0.04% | 0.14% | 0.21% | Q2 2021 | Q3 2022 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Worth Asset Management, LLC | 4 | 4 | 0.24% | 0.28% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Essex LLC | 4 | 4 | 0.27% | 0.28% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Atria Wealth Solutions, Inc. | 4 | 4 | 0.03% | 0.07% | 0.12% | Q2 2022 | Q1 2023 | 4 |
Prospera Financial Services Inc | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Cascadia Advisory Services, LLC | 3 | 3 | 0.17% | 0.23% | 0.27% | Q1 2021 | Q3 2021 | 3 |
Raymond James Financial Services Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
CFS Investment Advisory Services, LLC | 3 | 3 | 0.01% | 0.52% | 1.49% | Q3 2021 | Q1 2022 | 3 |
LifeSteps Financial, Inc. | 3 | 3 | 0.39% | 0.45% | 0.49% | Q1 2022 | Q3 2022 | 3 |
Stokes Family Office, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q4 2021 | 3 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.06% | 0.09% | 0.13% | Q4 2019 | Q4 2020 | 3 |
Cetera Advisor Networks LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
FMR LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Capital CS Group, LLC | 3 | 3 | 0.19% | 0.21% | 0.24% | Q2 2021 | Q4 2021 | 3 |
FIRETHORN WEALTH PARTNERS, LLC | 2 | 1 | 0.63% | 0.96% | 1.26% | Q1 2021 | Q4 2021 | 3 |
Beacon Financial Advisory LLC | 3 | 3 | 0.20% | 0.30% | 0.45% | Q2 2021 | Q4 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
RFP Financial Group LLC | 3 | 3 | 0.00% | 1.30% | 3.81% | Q4 2022 | Q2 2023 | 3 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 3 | 3 | 0.14% | 0.17% | 0.19% | Q4 2020 | Q2 2021 | 3 |
TCWP LLC | 3 | 3 | 0.05% | 0.53% | 1.44% | Q4 2021 | Q2 2022 | 3 |
Vision Capital Management, Inc. | 3 | 3 | 0.07% | 0.10% | 0.14% | Q4 2021 | Q2 2022 | 3 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Truadvice, LLC | 3 | 3 | 0.35% | 0.54% | 0.76% | Q4 2020 | Q2 2021 | 3 |
Insight Wealth Strategies, LLC | 3 | 3 | 0.12% | 0.15% | 0.16% | Q1 2021 | Q3 2021 | 3 |
Leelyn Smith, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Realta Investment Advisors | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 3 |
Financial Advocates Investment Management | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Bell Investment Advisors, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
NWAM LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q2 2021 | 2 |
Aspire Wealth Management Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Pinnacle Private Wealth, LLC | 2 | 2 | 0.27% | 0.30% | 0.33% | Q1 2022 | Q2 2022 | 2 |
Ameritas Advisory Services, LLC | 2 | 2 | 0.06% | 0.11% | 0.15% | Q4 2021 | Q1 2022 | 2 |
AVANTAX ADVISORY SERVICES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Global Retirement Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Kovitz Investment Group Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Blume Capital Management, Inc. | 2 | 2 | 0.00% | 0.18% | 0.35% | Q3 2022 | Q4 2022 | 2 |
Steward Partners Investment Advisory, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Mirador Capital Partners LP | 2 | 2 | 0.11% | 0.12% | 0.13% | Q4 2020 | Q1 2021 | 2 |
Professional Financial Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
LPL Financial LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Iron Horse Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Better Money Decisions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 2 |
Sowell Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Hudock, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Curi Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q4 2022 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 2 |
FIDELIS iM, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
PROFFITT & GOODSON INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
West Wealth Group, LLC | 1 | 1 | 3.51% | 3.51% | 3.51% | Q4 2021 | Q4 2021 | 1 |
SUTTON PLACE INVESTORS LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2021 | Q4 2021 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Security Financial Services, INC. | 1 | 1 | 1.19% | 1.19% | 1.19% | Q4 2021 | Q4 2021 | 1 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BALLAST ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
tru Independence LLC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q3 2020 | Q3 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Apeiron RIA LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2021 | Q4 2021 | 1 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2021 | Q3 2021 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FFG RETIREMENT ADVISORS LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2022 | Q4 2022 | 1 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
InterOcean Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Marshall Financial Group LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
RDA Financial Network | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
GREENUP STREET WEALTH MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Family Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CCG WEALTH MANAGEMENT, LLC | 1 | 1 | 2.77% | 2.77% | 2.77% | Q3 2021 | Q3 2021 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
G2 CAPITAL MANAGEMENT, LLC / OH | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2021 | Q4 2021 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 4.49% | 4.49% | 4.49% | Q3 2021 | Q3 2021 | 1 |
External links
This page lists all the filers that currently own SCHWAB STRATEGIC TR or have owned SCHWAB STRATEGIC TR in the past.