SCHWAB STRATEGIC TR shareholder history

Current and past SCHWAB STRATEGIC TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
PARSONS CAPITAL MANAGEMENT INC/RI 40400.03%0.07%0.11%Q4 2013Q3 202340
ROYAL BANK OF CANADA 2650.00%0.00%0.01%Q4 2013Q3 202338
BANK OF AMERICA CORP /DE/ 37370.00%0.00%0.01%Q3 2014Q3 202337
CITIGROUP INC 13120.00%0.00%0.00%Q1 2014Q3 202337
FOSTER & MOTLEY INC 37370.05%2.63%3.39%Q3 2014Q3 202337
VALLEY NATIONAL ADVISERS INC 35350.01%0.13%0.59%Q1 2015Q3 202335
Charles Schwab Investment Advisory, Inc. 35350.92%3.53%5.25%Q1 2015Q3 202335
CABOT WEALTH MANAGEMENT INC 34340.13%1.37%1.99%Q2 2015Q3 202334
Vigilant Capital Management, LLC 24100.00%1.55%4.40%Q4 2014Q2 202334
CAHILL FINANCIAL ADVISORS INC 33330.20%0.35%0.54%Q3 2015Q3 202333
Creative Planning 32320.00%0.00%0.00%Q4 2015Q3 202332
Asset Dedication, LLC 2650.68%1.10%1.60%Q4 2015Q3 202331
UBS Group AG 3010.00%0.00%0.01%Q4 2015Q3 202331
WELLS FARGO & COMPANY/MN 30300.00%0.00%0.01%Q2 2016Q3 202330
MORGAN STANLEY 30300.00%0.00%0.01%Q2 2016Q3 202330
IFP Advisors, Inc 17130.00%0.00%0.01%Q1 2016Q3 202330
Tortoise Investment Management, LLC 30300.00%0.01%0.01%Q2 2016Q3 202330
Financial Architects, Inc 2410.03%0.23%0.64%Q1 2015Q2 202329
BlackRock Inc. 29290.00%0.00%0.00%Q1 2016Q1 202329
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28280.00%0.00%0.01%Q4 2016Q3 202328
LPL Financial LLC 28280.00%0.01%0.03%Q4 2016Q3 202328
JANE STREET GROUP, LLC 710.00%0.01%0.05%Q1 2014Q3 202327
PNC FINANCIAL SERVICES GROUP, INC. 2520.00%0.00%0.00%Q2 2015Q3 202327
Cambridge Investment Research Advisors, Inc. 27270.00%0.02%0.04%Q1 2017Q3 202327
UNITED SERVICES AUTOMOBILE ASSOCIATION 26260.00%0.30%0.61%Q4 2014Q1 202126
MML INVESTORS SERVICES, LLC 2410.01%0.01%0.01%Q2 2017Q3 202325
SUSQUEHANNA INTERNATIONAL GROUP, LLP 810.00%0.00%0.01%Q3 2013Q3 202225
US BANCORP \DE\ 1350.00%0.00%0.00%Q1 2017Q3 202325
Brinker Capital Investments, LLC 25250.04%0.48%1.25%Q4 2016Q4 202225
Morningstar Investment Services LLC 24240.08%0.86%1.25%Q4 2017Q3 202324
Waverly Advisors, LLC 24240.07%0.20%0.32%Q4 2017Q3 202324
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1410.00%0.01%0.02%Q2 2015Q1 202324
Versant Capital Management, Inc 24240.01%0.08%0.11%Q1 2018Q4 202324
Armor Investment Advisors, LLC 24240.00%0.00%0.00%Q4 2016Q3 202224
McAdam, LLC 23230.00%2.22%4.02%Q1 2018Q3 202323
Bangor Savings Bank 23230.07%0.14%0.23%Q1 2018Q3 202323
Carroll Financial Associates, Inc. 23230.00%0.00%0.00%Q2 2016Q4 202123
Global Retirement Partners, LLC 1670.00%0.01%0.01%Q4 2017Q3 202323
AdvisorNet Financial, Inc 1850.00%0.03%0.10%Q4 2017Q3 202323
Ackerman Capital Advisors, LLC 2010.14%2.14%9.95%Q2 2017Q3 202323
Financial Management Professionals, Inc. 22220.00%0.00%0.00%Q2 2018Q3 202322
Gilbert & Cook, Inc. 22220.08%0.40%1.01%Q1 2018Q2 202322
QUADRANT CAPITAL GROUP LLC 22220.02%0.61%1.38%Q2 2018Q3 202322
Gradient Investments LLC 2010.00%0.00%0.00%Q2 2017Q3 202322
JPMORGAN CHASE & CO 1610.00%0.00%0.00%Q2 2016Q3 202322
Patriot Financial Group Insurance Agency, LLC 22220.02%0.06%0.09%Q1 2018Q2 202322
Elgethun Capital Management 22222.02%5.57%8.06%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
Allworth Financial LP 1620.00%0.00%0.00%Q1 2017Q3 202321
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2010.01%0.10%0.51%Q4 2015Q3 202321
LADENBURG THALMANN FINANCIAL SERVICES INC. 21210.00%0.00%0.01%Q4 2014Q4 201921
ENVESTNET ASSET MANAGEMENT INC 21210.01%0.02%0.03%Q3 2018Q3 202321
Parallel Advisors, LLC 21210.00%0.02%0.06%Q3 2018Q3 202321
Cetera Advisor Networks LLC 11100.00%0.01%0.02%Q1 2018Q3 202321
FMR LLC 21210.00%0.01%0.02%Q3 2018Q3 202321
Edge Capital Group, LLC 20200.02%0.21%0.57%Q4 2018Q3 202320
Morningstar Investment Management LLC 20200.78%1.68%3.09%Q4 2018Q3 202320
Gratus Capital, LLC 20200.01%0.15%0.32%Q3 2018Q2 202320
RHS Financial, LLC 20202.52%3.67%4.61%Q4 2018Q3 202320
HHM Wealth Advisors, LLC 20201.86%2.49%3.56%Q4 2018Q3 202320
ALPS ADVISORS INC 20200.03%0.13%0.21%Q4 2018Q3 202320
Sound Income Strategies, LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
SIGNATUREFD, LLC 1120.00%0.00%0.01%Q3 2015Q3 202320
Merriman Wealth Management, LLC 910.04%0.44%1.11%Q3 2016Q2 202320
American Portfolios Advisors 20200.00%0.01%0.02%Q4 2017Q3 202220
COMMONWEALTH EQUITY SERVICES, LLC 1820.00%0.00%0.01%Q4 2017Q3 202320
JANICZEK WEALTH MANAGEMENT, LLC 20200.08%0.19%0.40%Q4 2018Q3 202320
PITTENGER & ANDERSON INC 19190.00%0.01%0.02%Q3 2015Q1 202019
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1810.05%0.19%0.28%Q2 2018Q3 202319
LBMC INVESTMENT ADVISORS, LLC 1270.02%0.03%0.04%Q2 2018Q3 202319
MOLLER WEALTH PARTNERS 19190.10%1.84%2.59%Q1 2019Q3 202319
Ancora Advisors LLC 1610.00%0.00%0.01%Q4 2016Q3 202319
Raymond James Financial Services Advisors, Inc. 1810.00%0.01%0.02%Q3 2018Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
TSFG, LLC 19190.00%0.01%0.02%Q1 2019Q3 202319
Lee Financial Co 19190.00%3.24%7.82%Q1 2019Q3 202319
Steward Partners Investment Advisory, LLC 1320.00%0.00%0.00%Q1 2017Q3 202318
Financial Advocates Investment Management 18180.02%0.04%0.06%Q4 2017Q1 202218
VICTORY CAPITAL MANAGEMENT INC 18180.08%0.14%0.22%Q2 2019Q3 202318
PARAMETRIC PORTFOLIO ASSOCIATES LLC 18180.00%0.00%0.01%Q3 2017Q4 202118
PRIVATE CAPITAL MANAGEMENT LLC 18180.12%0.20%0.30%Q2 2019Q3 202318
Advisory Services Network, LLC 1210.00%0.00%0.02%Q1 2016Q1 202318
Cheviot Value Management, LLC 18180.15%0.43%0.74%Q2 2019Q3 202318
LINCOLN NATIONAL CORP 17170.03%0.15%0.18%Q3 2019Q3 202317
RAYMOND JAMES & ASSOCIATES 810.00%0.00%0.01%Q1 2017Q3 202317
Kelman-Lazarov, Inc. 17170.22%3.63%4.71%Q3 2019Q3 202317
ASPIRIANT, LLC 1510.02%0.49%1.49%Q1 2018Q3 202317
Rockefeller Capital Management L.P. 1520.00%0.00%0.00%Q2 2019Q3 202317
Alpha Omega Wealth Management LLC 1340.03%0.20%0.46%Q1 2019Q3 202317
FIRST NATIONAL CORP /MA/ /ADV 1520.02%0.30%0.53%Q4 2018Q3 202317
TRUSTCORE FINANCIAL SERVICES, LLC 1610.00%0.01%0.01%Q3 2018Q4 202217
Charles Schwab Trust Co 17170.06%1.45%3.65%Q3 2019Q3 202317
TCI Wealth Advisors, Inc. 810.00%0.00%0.01%Q3 2013Q4 202216
Wade Financial Advisory, Inc 16161.20%1.58%2.67%Q4 2019Q3 202316
SOL Capital Management CO 1420.09%0.19%0.23%Q2 2014Q1 202016
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.12%0.32%0.99%Q4 2019Q3 202316
PARK AVENUE SECURITIES LLC 1310.01%0.01%0.02%Q1 2019Q2 202316
WASHINGTON TRUST Co 1510.00%0.00%0.00%Q2 2018Q3 202316
EXENCIAL WEALTH ADVISORS, LLC 880.18%0.47%0.63%Q3 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.02%0.04%0.11%Q4 2019Q3 202316
Firestone Capital Management 16160.18%0.40%0.84%Q4 2019Q3 202316
Your Advocates Ltd., LLP 16160.62%6.54%12.18%Q4 2019Q3 202316
Resonant Capital Advisors, LLC 16160.51%1.36%1.86%Q4 2019Q3 202316
Disciplined Investments, LLC 15150.00%0.00%0.00%Q4 2019Q2 202315
West Coast Financial LLC 15150.11%0.22%0.76%Q2 2016Q4 201915
PrairieView Partners, LLC 15150.03%0.05%0.07%Q1 2020Q3 202315
Opes Wealth Management LLC 15150.82%1.42%2.09%Q1 2019Q3 202215
Janney Montgomery Scott LLC 1230.00%0.00%0.01%Q4 2017Q3 202315
CVA Family Office, LLC 15150.04%0.68%1.90%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Atria Investments, Inc 870.02%0.04%0.06%Q2 2018Q1 202215
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
Savant Capital, LLC 15150.10%0.65%2.06%Q1 2020Q3 202315
Litman Gregory Wealth Management LLC 1320.01%0.05%0.07%Q4 2019Q3 202315
OXFORD FINANCIAL GROUP, LTD. LLC 15150.01%0.02%0.03%Q1 2020Q3 202315
Citadel Advisors 710.00%0.00%0.01%Q3 2015Q4 202215
HENGEHOLD CAPITAL MANAGEMENT LLC 15150.16%0.21%0.27%Q1 2020Q3 202315
MADISON WEALTH MANAGEMENT 1410.08%0.35%0.59%Q4 2019Q3 202315
Vivaldi Capital Management LP 15150.06%0.20%0.48%Q1 2020Q3 202315
1832 Asset Management L.P. 15150.00%0.04%0.08%Q1 2020Q3 202315
CHILTON CAPITAL MANAGEMENT LLC 15150.02%0.18%0.50%Q1 2020Q3 202315
MERCER GLOBAL ADVISORS INC /ADV 15150.00%0.01%0.01%Q1 2020Q3 202315
SeaCrest Wealth Management, LLC 960.00%0.05%0.09%Q4 2017Q3 202315
Unison Advisors LLC 14140.09%3.60%8.09%Q2 2020Q3 202314
CAPTRUST FINANCIAL ADVISORS 1040.00%0.00%0.01%Q4 2018Q3 202214
HighTower Advisors, LLC 1210.00%0.00%0.00%Q2 2019Q3 202314
Sculati Wealth Management, LLC 14140.24%1.09%2.24%Q2 2020Q3 202314
Baird Financial Group, Inc. 14140.00%0.01%0.01%Q2 2019Q3 202214
Clearstead Advisors, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
IFG Advisory, LLC 14140.18%0.25%0.34%Q2 2020Q3 202314
Tower Research Capital LLC (TRC) 710.00%0.00%0.01%Q1 2016Q3 202314
Intelligence Driven Advisers, LLC 14140.04%0.45%1.18%Q4 2018Q1 202214
BANK OF MONTREAL /CAN/ 910.00%0.00%0.00%Q4 2018Q3 202314
Kathmere Capital Management, LLC 13130.04%1.09%1.61%Q3 2020Q3 202313
Valeo Financial Advisors, LLC 13130.00%0.01%0.02%Q1 2018Q1 202113
Aptus Capital Advisors, LLC 1030.00%0.00%0.00%Q3 2019Q3 202313
Relaxing Retirement Coach 13130.42%1.81%2.40%Q4 2017Q4 202013
True North Advisors, LLC 1120.08%0.19%0.28%Q1 2020Q3 202313
Mariner, LLC 1210.00%0.01%0.01%Q2 2020Q3 202313
Texas Yale Capital Corp. 13130.10%0.12%0.16%Q4 2016Q4 201913
BBVA USA Bancshares, Inc. 13130.03%0.05%0.07%Q1 2018Q1 202113
Bartlett & Co. LLC 810.00%0.00%0.00%Q2 2018Q4 202313
Jackson Creek Investment Advisors LLC 13130.37%0.46%0.61%Q3 2020Q3 202313
CWM, LLC 820.00%0.00%0.01%Q1 2017Q3 202313
Almanack Investment Partners, LLC. 1120.16%0.93%2.12%Q4 2019Q3 202313
Tarbox Family Office, Inc. 13130.02%0.10%0.38%Q1 2017Q1 202013
Advisory Alpha, LLC 710.00%0.01%0.05%Q3 2016Q1 202012
APPLETON PARTNERS INC/MA 12120.02%0.02%0.03%Q1 2021Q4 202312
Waterfront Wealth Inc. 12120.09%0.13%0.22%Q4 2020Q3 202312
Prairiewood Capital, LLC 12123.09%3.39%3.63%Q4 2020Q3 202312
Pekin Hardy Strauss, Inc. 12120.03%0.41%0.60%Q4 2019Q3 202212
HARBOR ADVISORY CORP /MA/ 12120.14%0.52%0.70%Q4 2020Q3 202312
Bond & Devick Financial Network, Inc. 12120.22%0.30%0.43%Q4 2020Q3 202312
OLD MISSION CAPITAL LLC 520.02%0.17%0.62%Q1 2017Q1 202312
Apollon Wealth Management, LLC 12120.08%0.12%0.26%Q4 2020Q3 202312
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1110.00%0.00%0.00%Q1 2020Q3 202312
Hochman Cole Investment Advisors, Inc. 840.10%0.21%0.29%Q3 2017Q3 202112
Private Ocean, LLC 1110.00%0.00%0.01%Q4 2017Q2 202312
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
Addison Advisors LLC 1010.01%0.02%0.03%Q4 2020Q3 202311
PRUDENTIAL FINANCIAL INC 11110.00%0.00%0.00%Q4 2020Q2 202311
Edge Wealth Management LLC 11110.00%0.01%0.02%Q4 2017Q2 202011
Concord Wealth Partners 740.00%0.00%0.00%Q4 2020Q3 202311
Capital Asset Advisory Services LLC 11110.00%0.00%0.00%Q1 2020Q3 202211
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 11110.00%0.01%0.01%Q1 2021Q3 202311
Seven Springs Wealth Group, LLC 11112.19%3.26%3.91%Q1 2021Q3 202311
Adero Partners, LLC 11110.03%0.30%0.75%Q4 2019Q2 202211
Beacon Pointe Advisors, LLC 830.00%0.01%0.02%Q4 2020Q3 202311
Hudock, Inc. 11110.01%0.04%0.07%Q1 2020Q3 202211
Sargent Bickham Lagudis LLC 510.00%0.01%0.09%Q4 2016Q4 202211
Foster Group, Inc. 11110.02%0.02%0.03%Q1 2021Q3 202311
ENTERPRISE FINANCIAL SERVICES CORP 11110.02%0.02%0.03%Q1 2019Q3 202111
HOWE & RUSLING INC 410.00%0.06%0.44%Q2 2017Q3 202311
OARSMAN CAPITAL, INC. 11110.14%0.26%0.44%Q1 2021Q3 202311
NEXT Financial Group, Inc 640.00%0.00%0.00%Q2 2019Q4 202110
Birchcreek Wealth Management, LLC 910.13%0.37%0.55%Q4 2020Q2 202310
MorganRosel Wealth Management, LLC 520.10%0.79%3.47%Q1 2019Q3 202310
GLENMEDE TRUST CO NA 510.00%0.00%0.00%Q1 2019Q2 202310
Silicon Hills Wealth Management, LLC 10100.32%1.86%4.68%Q4 2019Q1 202210
SWMG, LLC 640.16%0.50%0.77%Q4 2020Q2 202310
FINANCIAL CONSULATE, INC 910.18%0.25%0.34%Q4 2014Q3 201810
HM PAYSON & CO 10100.00%0.00%0.00%Q1 2021Q2 202310
Focused Wealth Management, Inc 10100.00%0.00%0.00%Q3 2020Q4 202210
Covenant Multifamily Offices, LLC 10100.07%0.11%0.16%Q2 2019Q3 202110
SHINE INVESTMENT ADVISORY SERVICES INC 10100.06%0.54%1.00%Q2 2018Q3 202010
GPS Wealth Strategies Group, LLC 730.00%0.00%0.00%Q1 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
BerganKDV Wealth Management, LLC 510.00%0.00%0.00%Q2 2018Q4 202210
STUDIO INVESTMENT MANAGEMENT LLC 990.01%0.62%1.20%Q3 2021Q3 20239
Wealthcare Advisory Partners LLC 610.00%0.04%0.08%Q3 2017Q1 20219
Essex LLC 990.22%0.33%0.69%Q3 2021Q3 20239
Stratos Wealth Partners, LTD. 990.01%0.01%0.01%Q2 2017Q2 20199
Investors Research Corp 990.01%0.01%0.01%Q3 2021Q3 20239
Opes Advisors Inc 990.36%0.74%2.00%Q4 2016Q4 20189
WestHill Financial Advisors, Inc. 990.00%0.00%0.01%Q3 2021Q3 20239
JFS WEALTH ADVISORS, LLC 720.00%0.00%0.00%Q1 2019Q3 20239
Foster Victor Wealth Advisors, LLC 630.04%0.08%0.16%Q2 2019Q3 20219
BOKF, NA 720.00%0.02%0.03%Q2 2018Q2 20239
MCF Advisors LLC 720.00%0.00%0.00%Q2 2021Q3 20239
Avion Wealth 990.00%0.00%0.00%Q3 2021Q3 20239
EP Wealth Advisors, LLC 610.01%0.01%0.01%Q1 2021Q3 20239
Fragasso Group Inc. 990.06%0.10%0.20%Q4 2021Q4 20239
Proficio Capital Partners LLC 990.04%0.05%0.06%Q3 2021Q3 20239
361 CAPITAL LLC 990.12%0.24%0.47%Q2 2018Q2 20209
Kistler-Tiffany Companies, LLC 990.00%0.00%0.00%Q1 2018Q1 20209
Endurance Wealth Management, Inc. 880.00%0.00%0.00%Q3 2021Q2 20238
Callan Capital, LLC 880.12%0.33%1.06%Q4 2021Q3 20238
Key FInancial Inc 710.00%0.00%0.01%Q2 2021Q3 20238
Cedar Wealth Management, LLC 880.00%0.14%0.37%Q3 2018Q2 20208
Haverford Trust Co 880.01%0.01%0.02%Q2 2021Q1 20238
MUFG Americas Holdings Corp 610.00%0.00%0.00%Q4 2018Q3 20228
CAPITAL ONE FINANCIAL CORP 880.04%0.10%0.17%Q1 2020Q4 20218
PIN OAK INVESTMENT ADVISORS INC 880.00%0.00%0.00%Q3 2020Q2 20228
Northland Capital Management LLC 881.33%3.04%4.67%Q4 2021Q3 20238
Lowe Wealth Advisors, LLC 880.00%0.00%0.00%Q1 2022Q4 20238
Bedel Financial Consulting, Inc. 880.00%0.01%0.01%Q2 2020Q1 20228
Moisand Fitzgerald Tamayo, LLC 880.00%0.00%0.01%Q4 2020Q3 20228
Geneos Wealth Management Inc. 620.00%0.00%0.00%Q1 2020Q2 20228
Revolve Wealth Partners, LLC 880.07%0.10%0.14%Q4 2021Q3 20238
Solitude Financial Services 880.26%0.34%0.51%Q4 2021Q3 20238
SPC Financial, Inc. 530.06%0.20%0.37%Q3 2017Q4 20198
CREATIVE FINANCIAL DESIGNS INC /ADV 880.00%0.00%0.01%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 880.00%0.03%0.24%Q4 2021Q3 20238
COLLECTIVE FAMILY OFFICE LLC 880.10%0.64%1.04%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.02%0.04%0.08%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.39%0.75%1.14%Q3 2021Q3 20238
Aspire Wealth Management Corp 880.06%0.37%0.86%Q4 2021Q3 20238
Sonora Investment Management, LLC 510.00%0.00%0.00%Q2 2016Q4 20208
MORRIS FINANCIAL CONCEPTS, INC. 880.05%0.06%0.07%Q4 2021Q3 20238
Red Tortoise LLC 441.14%1.37%1.63%Q3 2021Q3 20238
GIRARD SECURITIES, INC. 880.28%0.69%1.25%Q4 2015Q3 20178
M&T BANK CORP 880.00%0.00%0.00%Q4 2017Q3 20198
Index Fund Advisors, Inc. 880.02%0.03%0.04%Q4 2021Q3 20238
HUNTINGTON NATIONAL BANK 410.00%0.00%0.00%Q3 2018Q3 20238
Lenox Wealth Advisors, LLC 620.00%0.00%0.00%Q3 2019Q4 20218
Bogart Wealth, LLC 530.00%1.09%3.59%Q1 2020Q2 20228
FIRST MANHATTAN CO. LLC. 710.00%0.00%0.00%Q1 2017Q3 20228
AE Wealth Management LLC 880.00%0.00%0.01%Q4 2021Q3 20238
ADE, LLC 880.24%0.33%0.88%Q4 2020Q3 20228
CUTLER INVESTMENT COUNSEL LLC 770.08%0.09%0.10%Q1 2022Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.01%0.01%0.02%Q4 2021Q2 20237
Glassman Wealth Services 310.00%0.01%0.03%Q2 2018Q3 20237
SAXON INTERESTS, INC. 770.31%1.22%1.81%Q4 2021Q2 20237
CARDIFF PARK ADVISORS, LLC 770.00%0.00%0.00%Q4 2021Q2 20237
Larson Financial Group LLC 770.00%0.01%0.01%Q1 2022Q3 20237
ACG Wealth 610.00%0.06%0.25%Q1 2020Q2 20227
TimeScale Financial, Inc. 770.00%0.00%0.00%Q4 2021Q2 20237
MACROVIEW INVESTMENT MANAGEMENT LLC 610.00%0.01%0.01%Q1 2019Q3 20237
Belpointe Asset Management LLC 520.00%0.01%0.01%Q1 2021Q1 20237
OneDigital Investment Advisors LLC 770.00%0.03%0.07%Q2 2018Q4 20197
Jacobi Capital Management LLC 610.00%0.00%0.00%Q2 2018Q3 20217
MAI Capital Management 610.01%0.01%0.01%Q4 2020Q3 20227
Renaissance Technologies 410.00%0.00%0.01%Q3 2020Q1 20237
Retirement Group, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Qube Research & Technologies Ltd 520.00%0.01%0.05%Q4 2021Q3 20237
1834 INVESTMENT ADVISORS CO 770.01%0.01%0.02%Q4 2017Q2 20197
Kinsight, LLC 770.78%1.18%3.06%Q4 2015Q2 20177
Opus Capital Group, LLC 770.11%0.15%0.16%Q1 2022Q3 20237
AVANTAX ADVISORY SERVICES, INC. 610.01%0.01%0.02%Q3 2020Q3 20237
Raleigh Capital Management Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
ADIRONDACK TRUST CO 770.00%0.00%0.00%Q1 2021Q3 20227
Clarus Group, Inc. 430.18%0.21%0.28%Q1 2021Q3 20237
AlphaCore Capital LLC 610.00%0.01%0.02%Q4 2019Q3 20237
Rosenberg Matthew Hamilton 770.00%0.00%0.00%Q3 2021Q1 20237
Sandy Spring Bank 430.00%0.00%0.00%Q3 2021Q3 20237
Ten Capital Wealth Advisors, LLC 520.00%0.00%0.00%Q2 2021Q1 20237
Perigon Wealth Management, LLC 610.00%0.01%0.02%Q4 2016Q4 20207
SCOTIA CAPITAL INC. 770.00%0.01%0.01%Q4 2016Q2 20187
Rockbridge Investment Management, LCC 770.00%0.00%0.00%Q2 2020Q4 20217
FLOW TRADERS U.S. LLC 510.01%0.28%1.16%Q1 2020Q1 20237
SOA Wealth Advisors, LLC. 770.00%0.00%0.00%Q1 2022Q3 20237
Santori & Peters, Inc. 770.16%0.38%0.67%Q4 2017Q2 20197
Kalos Management, Inc. 310.11%0.21%0.59%Q4 2017Q2 20237
JNBA Financial Advisors 770.00%0.00%0.00%Q4 2021Q2 20237
CIBC WORLD MARKET INC. 210.00%0.01%0.02%Q1 2017Q1 20207
Freestone Capital Holdings, LLC 210.00%0.05%0.29%Q3 2018Q4 20206
Private Advisor Group, LLC 310.00%0.01%0.01%Q1 2018Q2 20206
SENTINEL PENSION ADVISORS INC 660.17%0.33%0.91%Q4 2019Q1 20216
Financial Gravity Asset Management, Inc. 330.01%0.01%0.01%Q1 2018Q3 20196
WADE G W & INC 420.05%0.06%0.07%Q2 2021Q3 20236
BOENNING & SCATTERGOOD, INC. 660.21%0.24%0.25%Q3 2020Q4 20216
Lindbrook Capital, LLC 510.00%0.00%0.01%Q4 2019Q3 20236
John W. Brooker & Co., CPAs 660.01%0.01%0.02%Q2 2021Q3 20226
Bison Wealth, LLC 660.00%0.01%0.02%Q3 2020Q4 20216
AVALON CAPITAL MANAGEMENT 511.21%2.94%5.64%Q1 2016Q3 20186
Prestige Wealth Management Group LLC 510.00%0.17%0.27%Q4 2018Q4 20216
Center for Financial Planning, Inc. 660.00%0.00%0.00%Q1 2022Q2 20236
Commonwealth Equity Services, Inc 510.00%0.01%0.01%Q1 2016Q3 20176
Transamerica Financial Advisors, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
ACIMA PRIVATE WEALTH, LLC 660.01%0.01%0.01%Q4 2020Q1 20226
Capital Analysts, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
Systelligence, LLC 420.43%1.90%4.23%Q3 2021Q4 20236
Vantage Investment Advisors, LLC 660.00%0.00%0.00%Q2 2016Q3 20176
Destination Wealth Management 660.00%0.00%0.00%Q1 2018Q2 20196
COWA, LLC 660.19%0.37%0.81%Q2 2022Q3 20236
H&H Retirement Design & Management INC 510.13%1.14%1.58%Q4 2021Q2 20236
Johnson Bixby & Associates, LLC 660.87%1.10%1.26%Q2 2022Q3 20236
FIFTH THIRD BANCORP 210.00%0.00%0.00%Q1 2019Q3 20236
Wagner Wealth Management, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Prime Capital Investment Advisors, LLC 410.00%0.04%0.09%Q2 2018Q1 20205
Faithward Advisors, LLC 550.00%0.03%0.08%Q1 2022Q1 20235
Live Your Vision, LLC 320.00%0.02%0.08%Q4 2016Q1 20195
Newman Dignan & Sheerar, Inc. 550.11%0.31%0.44%Q2 2021Q2 20225
WEALTHFRONT Corp 320.00%0.00%0.00%Q2 2015Q1 20185
Migdal Insurance & Financial Holdings Ltd. 410.62%0.76%1.14%Q2 2018Q4 20195
FRANKLIN RESOURCES INC 550.00%0.00%0.00%Q4 2020Q4 20215
AMERICAN INTERNATIONAL GROUP, INC. 550.00%0.00%0.00%Q4 2014Q4 20155
FDx Advisors, Inc. 320.01%0.02%0.03%Q1 2018Q2 20195
Coastwise Capital Group, LLC 410.24%0.25%0.26%Q2 2022Q3 20235
WHITTIER TRUST CO 410.00%0.00%0.00%Q1 2019Q2 20205
Plante Moran Financial Advisors, LLC 210.00%0.01%0.02%Q3 2017Q4 20225
HCR Wealth Advisors 550.00%0.01%0.01%Q4 2019Q4 20205
Clark Capital Management Group, Inc. 550.01%0.02%0.02%Q3 2022Q3 20235
Chicago Partners Investment Group LLC 550.00%0.00%0.00%Q3 2017Q3 20185
D'Orazio & Associates, Inc. 210.00%0.03%0.08%Q2 2017Q4 20225
WOLFF WIESE MAGANA LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Cordant, Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
Tradition Wealth Management, LLC 410.00%0.00%0.00%Q4 2021Q3 20235
STIFEL FINANCIAL CORP 320.00%0.00%0.01%Q1 2017Q3 20235
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.01%Q3 2020Q3 20235
WMS Partners, LLC 550.04%0.05%0.08%Q3 2022Q3 20235
Huber Financial Advisors, LLC 550.20%0.80%1.62%Q1 2019Q1 20205
Ulland Investment Advisors, LLC 550.00%0.00%0.00%Q4 2021Q4 20225
PRIVATE TRUST CO NA 550.01%0.01%0.01%Q2 2022Q2 20235
Virtu KCG Holdings LLC 320.01%0.04%0.09%Q1 2016Q2 20175
Evensky & Katz LLC 550.00%0.00%0.00%Q1 2019Q1 20205
BRIGHTON JONES LLC 550.01%0.01%0.01%Q2 2021Q2 20225
Continuum Advisory, LLC 550.05%0.06%0.06%Q2 2022Q2 20235
Beaumont Financial Partners, LLC 550.11%0.41%0.69%Q3 2019Q3 20205
COLONY GROUP LLC 410.01%0.01%0.01%Q1 2019Q4 20205
BUCKINGHAM STRATEGIC WEALTH, LLC 220.00%0.02%0.04%Q1 2019Q3 20234
Betterment LLC 440.00%0.00%0.00%Q4 2022Q3 20234
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.00%0.00%Q1 2018Q4 20214
CENTRAL TRUST Co 440.00%0.00%0.00%Q1 2021Q4 20214
Sterling Financial Planning, Inc. 440.00%0.00%0.00%Q4 2020Q3 20214
Austin Private Wealth, LLC 440.13%0.14%0.16%Q4 2022Q3 20234
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
MEEDER ASSET MANAGEMENT INC 440.00%0.00%0.00%Q3 2020Q2 20214
MSI Financial Services Inc 220.00%0.00%0.00%Q2 2015Q4 20164
Wealthfront Advisers LLC 310.00%0.00%0.00%Q1 2022Q3 20234
SageView Advisory Group, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
MRA Associates USA LLC 440.04%0.07%0.10%Q4 2018Q3 20194
SVB WEALTH LLC 440.00%0.00%0.00%Q1 2021Q4 20214
ALESCO ADVISORS LLC 440.01%0.02%0.02%Q4 2021Q3 20224
Cetera Advisors LLC 310.00%0.01%0.01%Q1 2019Q3 20234
ONE PLUS ONE WEALTH MANAGEMENT, LLC 440.64%0.67%0.71%Q4 2022Q3 20234
Hoover Financial Advisors, Inc. 220.00%0.00%0.00%Q2 2020Q2 20214
Strengthening Families & Communities, LLC 440.00%0.01%0.02%Q4 2021Q3 20224
Sawyer & Company, Inc 440.00%0.00%0.00%Q4 2022Q3 20234
Gibson Capital, LLC 440.21%0.23%0.27%Q4 2022Q3 20234
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 440.05%0.25%0.76%Q4 2017Q3 20184
Camelot Portfolios, LLC 440.21%0.27%0.32%Q2 2017Q1 20184
Sigma Investment Management Co 441.14%1.37%1.59%Q4 2014Q3 20154
Spectrum Management Group, LLC 440.00%0.00%0.01%Q4 2019Q3 20204
Nalls Sherbakoff Group, LLC 310.08%0.09%0.13%Q4 2018Q3 20234
CERTUITY, LLC 440.08%0.19%0.32%Q3 2021Q2 20224
Financial Engines Advisors L.L.C. 440.01%0.01%0.01%Q1 2019Q4 20194
Sebold Capital Management, Inc. 442.54%3.35%4.23%Q4 2022Q3 20234
Empowered Funds, LLC 210.17%0.59%1.43%Q2 2021Q2 20234
MADISON INVESTMENT HOLDINGS INC 440.00%0.01%0.01%Q4 2017Q3 20184
MATHER GROUP, LLC. 440.00%0.01%0.01%Q2 2021Q1 20224
SILVER OAK SECURITIES, INCORPORATED 310.05%0.08%0.09%Q3 2022Q3 20234
WFA of San Diego, LLC 210.00%0.01%0.01%Q2 2022Q3 20234
SRS Capital Advisors, Inc. 210.00%0.00%0.00%Q4 2021Q3 20234
EPG Wealth Management LLC 310.00%0.00%0.00%Q3 2021Q3 20234
Windsor Wealth Management, Inc. 440.04%0.05%0.06%Q2 2021Q1 20224
LEAVELL INVESTMENT MANAGEMENT, INC. 440.03%0.04%0.07%Q4 2022Q3 20234
Adams Chetwood Wealth Management LLC 441.03%1.20%1.32%Q4 2019Q3 20204
IronBridge Private Wealth, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
DEUTSCHE BANK AG\ 440.00%0.00%0.00%Q1 2020Q4 20204
Kozak & Associates, Inc. 440.00%0.00%0.00%Q3 2021Q2 20224
Forza Wealth Management, LLC 440.44%0.45%0.46%Q4 2022Q3 20234
Cerity Partners LLC 210.00%0.00%0.00%Q1 2022Q2 20234
Financial Freedom, LLC 440.03%0.05%0.06%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
AlphaQ Advisors LLC 440.48%0.68%0.78%Q4 2022Q3 20234
Cetera Investment Advisers 330.00%0.00%0.00%Q1 2023Q3 20233
M&R CAPITAL MANAGEMENT INC 330.01%0.01%0.01%Q2 2023Q4 20233
Ameritas Investment Partners, Inc. 330.00%0.00%0.00%Q1 2020Q3 20203
COLDSTREAM CAPITAL MANAGEMENT INC 210.01%0.01%0.01%Q2 2022Q1 20233
Kestra Advisory Services, LLC 210.00%0.00%0.00%Q4 2020Q3 20213
IMA Wealth, Inc. 330.00%0.00%0.00%Q2 2019Q4 20193
SHELTON WEALTH MANAGEMENT, LLC 330.16%0.70%1.76%Q4 2022Q2 20233
Koshinski Asset Management, Inc. 330.01%0.01%0.02%Q3 2021Q1 20223
WARNER FINANCIAL, INC 330.16%0.16%0.16%Q1 2023Q3 20233
River Wealth Advisors LLC 330.01%0.01%0.01%Q2 2018Q4 20183
Guidant Wealth Advisors 330.01%0.01%0.01%Q1 2019Q3 20193
Farther Finance Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
ANGELES WEALTH MANAGEMENT, LLC 330.01%0.01%0.01%Q2 2022Q4 20223
AlphaMark Advisors, LLC 332.09%2.36%2.62%Q1 2023Q3 20233
ALTFEST L J & CO INC 210.11%0.16%0.26%Q3 2018Q1 20213
Independence Bank of Kentucky 330.00%0.00%0.00%Q1 2019Q3 20193
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
W.G. Shaheen & Associates DBA Whitney & Co 330.00%0.00%0.01%Q1 2018Q3 20183
Ameritas Investment Company, LLC 330.00%0.00%0.01%Q3 2019Q1 20203
Argentus Capital Management, LLC 330.01%0.03%0.04%Q1 2016Q3 20163
IAG Wealth Partners, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Keeler Thomas Management LLC 330.14%0.91%1.35%Q1 2023Q3 20233
Treybourne Wealth Planners, Inc. 330.48%0.49%0.51%Q4 2020Q2 20213
LIBERTY WEALTH MANAGEMENT LLC 110.00%0.28%0.84%Q2 2020Q1 20233
Ellevest, Inc. 110.00%0.00%0.01%Q1 2021Q4 20223
Econ Financial Services Corp 330.98%1.02%1.05%Q1 2022Q3 20223
StoneX Group Inc. 330.03%0.04%0.05%Q2 2021Q4 20213
Allen Capital Group, LLC 330.34%0.35%0.35%Q1 2023Q3 20233
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2020Q3 20233
WEST PACES ADVISORS INC. 210.01%0.02%0.02%Q2 2021Q3 20233
REILLY FINANCIAL ADVISORS, LLC 210.00%0.00%0.00%Q3 2018Q4 20213
SALEM INVESTMENT COUNSELORS INC 330.00%0.00%0.00%Q1 2023Q3 20233
Tempus Wealth Planning, LLC 330.12%0.12%0.13%Q1 2023Q3 20233
Grey Street Capital, LLC 330.20%0.59%1.36%Q1 2023Q3 20233
FLAGSHIP HARBOR ADVISORS, LLC 210.00%0.00%0.00%Q2 2018Q2 20203
Baker Avenue Asset Management, LP 210.00%0.00%0.00%Q4 2022Q3 20233
BALASA DINVERNO & FOLTZ LLC 330.06%0.07%0.08%Q3 2019Q1 20203
ZRC WEALTH MANAGEMENT, LLC 330.09%0.09%0.09%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.30%0.31%0.32%Q1 2023Q3 20233
Tevis Investment Management 330.00%0.08%0.23%Q4 2021Q2 20223
BDO Wealth Advisors, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
LaSalle St. Investment Advisors, LLC 330.11%0.31%0.63%Q4 2022Q2 20233
Waterford Advisors, LLC 332.96%3.07%3.14%Q4 2022Q2 20233
Acorn Wealth Advisors, LLC 330.04%0.04%0.05%Q4 2017Q2 20183
Avestar Capital, LLC 330.03%0.03%0.03%Q4 2018Q2 20193
Cornerstone Planning Group LLC 210.00%0.02%0.05%Q4 2022Q3 20233
Domani Wealth, LLC 330.15%0.16%0.17%Q2 2015Q4 20153
HARVEST GROUP WEALTH MANAGEMENT, LLC 330.01%0.01%0.02%Q3 2019Q1 20203
Fieldpoint Private Securities, LLC 220.09%0.16%0.23%Q1 2022Q2 20222
Archer Investment Corp 220.00%0.00%0.00%Q2 2023Q3 20232
Graves Light Lenhart Wealth, Inc. 220.01%0.01%0.01%Q4 2021Q1 20222
FAS Wealth Partners, Inc. 110.01%0.03%0.05%Q3 2018Q4 20192
Kavar Capital Partners, LLC 110.00%0.00%0.00%Q2 2018Q2 20192
Corient Private Wealth LLC 110.00%0.00%0.00%Q4 2022Q3 20232
Filbrandt Wealth Management, LLC 110.00%0.00%0.01%Q1 2020Q2 20212
Atlas Private Wealth Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
Blue Trust, Inc. 110.00%0.00%0.00%Q3 2022Q1 20232
Strategic Blueprint, LLC 110.00%0.01%0.02%Q3 2019Q2 20212
Biltmore Family Office, LLC 220.00%0.00%0.01%Q3 2019Q4 20192
Future Financial Wealth Managment LLC 220.02%0.02%0.02%Q4 2021Q1 20222
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q4 20222
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q2 2023Q3 20232
SEI INVESTMENTS CO 220.00%0.00%0.00%Q1 2018Q2 20182
Kernodle & Katon Asset Management Group, LLC 220.00%0.00%0.00%Q4 2016Q1 20172
BESSEMER GROUP INC 110.00%0.00%0.00%Q4 2015Q1 20202
Northwest Capital Management Inc 220.01%0.01%0.01%Q2 2023Q3 20232
Beacon Capital Management, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20182
MASSMUTUAL TRUST CO FSB/ADV 220.00%0.00%0.00%Q4 2022Q1 20232
Sentinus, LLC 220.19%0.21%0.22%Q1 2023Q2 20232
HBC Financial Services, PLLC 220.00%0.00%0.00%Q2 2023Q3 20232
RITTER DANIHER FINANCIAL ADVISORY LLC 220.00%0.00%0.00%Q4 2021Q1 20222
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 220.10%0.10%0.11%Q4 2021Q1 20222
Total Clarity Wealth Management, Inc. 220.31%0.33%0.36%Q2 2021Q3 20212
MANUFACTURERS LIFE INSURANCE COMPANY, THE 220.00%0.00%0.00%Q1 2018Q2 20182
Jane Street Holding, LLC 220.02%0.03%0.04%Q3 2013Q4 20132
EverSource Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Global Wealth Strategies & Associates 220.00%0.00%0.00%Q4 2022Q1 20232
NATIONAL PLANNING CORP 220.03%0.03%0.03%Q2 2017Q3 20172
JOHNSON INVESTMENT COUNSEL INC 110.01%0.01%0.01%Q3 2019Q3 20232
Premia Global Advisors, LLC 222.11%2.13%2.16%Q2 2019Q3 20192
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q4 20222
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
New England Capital Financial Advisors LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Wealth Quarterback LLC 110.00%0.01%0.02%Q4 2019Q3 20212
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Pathway Financial Advisors LLC 220.03%0.03%0.04%Q4 2017Q1 20182
Financial Gravity Companies, Inc. 110.01%0.01%0.01%Q1 2018Q4 20182
BancFirst Trust & Investment Management 110.17%0.17%0.17%Q4 2021Q2 20222
Occidental Asset Management, LLC 220.20%0.23%0.26%Q2 2023Q3 20232
New Republic Capital, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
C M BIDWELL & ASSOCIATES LTD 220.03%0.03%0.03%Q4 2017Q1 20182
Integrated Wealth Concepts LLC 220.13%0.14%0.14%Q2 2023Q3 20232
Sunbelt Securities, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Hexagon Capital Partners LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Cornerstone Management, Inc. 220.26%0.27%0.29%Q1 2018Q2 20182
Western Wealth Management, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
ASSETMARK, INC 110.00%0.00%0.00%Q3 2020Q1 20232
WHALEROCK POINT PARTNERS, LLC 220.09%0.09%0.10%Q4 2017Q1 20182
Strategic Wealth Partners, Ltd. 220.00%0.00%0.00%Q2 2019Q3 20192
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Crewe Advisors LLC 220.02%0.02%0.02%Q2 2018Q3 20182
WealthPLAN Partners, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Carmichael Hill & Associates, Inc. 220.00%0.00%0.00%Q4 2019Q1 20202
Asset Planning Services, Ltd. 220.03%0.03%0.04%Q2 2015Q3 20152
PRUDENTIAL PLC 220.01%0.01%0.01%Q2 2023Q3 20232
Wealth Advisory Solutions, LLC 220.07%0.07%0.07%Q2 2021Q3 20212
Transform Wealth, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q2 20232
STANCORP INVESTMENT ADVISERS INC 220.00%0.00%0.00%Q4 2014Q1 20152
HAZLETT, BURT & WATSON, INC. 220.00%0.01%0.01%Q3 2022Q4 20222
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q4 2017Q3 20192
Pinnacle Wealth Management, LLC 223.41%3.68%3.95%Q2 2023Q3 20232
ST GERMAIN D J CO INC 220.00%0.00%0.00%Q3 2023Q4 20232
Kabarec Financial Advisors, Ltd. 220.00%0.00%0.00%Q1 2018Q2 20182
Fortis Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Prospera Financial Services Inc 220.00%0.00%0.00%Q1 2022Q2 20222
F3Logic, LLC 220.19%0.29%0.40%Q1 2018Q2 20182
Paradigm Financial Partners, LLC 220.08%0.08%0.09%Q2 2023Q3 20232
Avior Wealth Management, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
BROWN ADVISORY INC 220.00%0.00%0.00%Q1 2023Q2 20232
Altium Wealth Management LLC 220.13%0.13%0.14%Q4 2017Q1 20182
CGC Financial Services, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
GSA CAPITAL PARTNERS LLP 110.09%0.10%0.12%Q1 2023Q3 20232
Paradigm, Strategies in Wealth Management, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
UMB Bank, n.a. 220.00%0.00%0.00%Q4 2021Q1 20222
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q2 2019Q3 20212
GOLDMAN SACHS GROUP INC 110.00%0.00%0.01%Q3 2020Q2 20222
J.P. Morgan Private Wealth Advisors LLC 220.01%0.01%0.02%Q2 2018Q3 20182
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
FNY Investment Advisers, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
HRT FINANCIAL LP 110.00%0.00%0.00%Q3 2021Q3 20211
Shilanski & Associates, Inc. 110.12%0.12%0.12%Q3 2022Q3 20221
Roof Eidam Maycock Peralta, LLC 110.18%0.18%0.18%Q3 2022Q3 20221
AllSquare Wealth Management LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Personal Capital Advisors Corp 110.00%0.00%0.00%Q4 2021Q4 20211
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q4 2021Q4 20211
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q3 2021Q3 20211
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q2 2017Q2 20171
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
Bristlecone Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
CATALYST PRIVATE WEALTH, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
AMERIPRISE FINANCIAL INC 110.00%0.00%0.00%Q3 2014Q3 20141
RGT Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Virtue Capital Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Rather & Kittrell, Inc. 110.11%0.11%0.11%Q4 2021Q4 20211
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Capital Advisory Group Advisory Services, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Vanguard Capital Wealth Advisors 110.15%0.15%0.15%Q3 2021Q3 20211
Bridgeworth, LLC 110.03%0.03%0.03%Q2 2018Q2 20181
Strategic Asset Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
FinTrust Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Brio Consultants, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Horan Securities, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
KRAEMATON INVESTMENT ADVISORS, INC 110.00%0.00%0.00%Q4 2022Q4 20221
Global Trust Asset Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Lutz Financial Services LLC 110.08%0.08%0.08%Q1 2020Q1 20201
Choate Investment Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
Pacific Center for Financial Services 110.00%0.00%0.00%Q3 2021Q3 20211
Worth Asset Management, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Sutton Wealth Advisors Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Realta Investment Advisors 110.00%0.00%0.00%Q2 2019Q2 20191
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q4 2023Q4 20231
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
NewSquare Capital LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Trifecta Capital Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Liberty Capital Management, Inc. 110.10%0.10%0.10%Q4 2022Q4 20221
Herold Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Arjuna Capital 110.04%0.04%0.04%Q2 2021Q2 20211
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Sonora Investment Management Group, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Arlington Financial Advisors, LLC 116.41%6.41%6.41%Q3 2023Q3 20231
MARINO, STRAM & ASSOCIATES LLC 110.00%0.00%0.00%Q1 2018Q1 20181
TRUEWEALTH LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Wedmont Private Capital 110.03%0.03%0.03%Q3 2023Q3 20231
Level Financial Advisors 110.00%0.00%0.00%Q2 2022Q2 20221
Strategic Investment Solutions, Inc. /IL 110.00%0.00%0.00%Q1 2023Q1 20231
Retirement Planning Group, LLC 110.11%0.11%0.11%Q4 2018Q4 20181
Squarepoint Ops LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Cornerstone Wealth Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
ProVise Management Group, LLC 110.03%0.03%0.03%Q1 2017Q1 20171
BALLAST ADVISORS LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Cordasco Financial Network 110.00%0.00%0.00%Q4 2021Q4 20211
Johnson Financial Group, LLC 110.31%0.31%0.31%Q4 2018Q4 20181
MOTCO 110.00%0.00%0.00%Q4 2018Q4 20181
Harvest Fund Management Co., Ltd 110.09%0.09%0.09%Q2 2018Q2 20181
EPIQ Capital Group, LLC 110.23%0.23%0.23%Q4 2019Q4 20191
IEQ CAPITAL, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Safeguard Financial, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
PNC Managed Account Solutions, Inc. 110.12%0.12%0.12%Q2 2021Q2 20211
Providence Capital Advisors, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Doyle Wealth Management 110.00%0.00%0.00%Q2 2019Q2 20191
BOSTON ADVISORS LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Manchester Capital Management LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Creative Capital Management Investments LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Advisors Preferred, LLC 110.06%0.06%0.06%Q1 2023Q1 20231
WealthTrust-Arizona, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
FLPUTNAM INVESTMENT MANAGEMENT CO 110.01%0.01%0.01%Q2 2023Q2 20231
BREITER CAPITAL MANAGEMENT INC 112.85%2.85%2.85%Q4 2019Q4 20191
PROVENCE WEALTH MANAGEMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
American Financial Network Advisory Services LLC 110.00%0.00%0.00%Q3 2017Q3 20171
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2022Q3 20221
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.31%0.31%0.31%Q1 2023Q1 20231
LifePlan Financial Group, Inc 110.01%0.01%0.01%Q3 2019Q3 20191
Bank of New York Mellon Corp 110.00%0.00%0.00%Q3 2020Q3 20201
Certified Advisory Corp 110.00%0.00%0.00%Q4 2019Q4 20191
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Capital Investment Advisory Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Y-Intercept (Hong Kong) Ltd 110.04%0.04%0.04%Q4 2022Q4 20221
EA Series Trust 110.17%0.17%0.17%Q2 2023Q2 20231
Evolution Advisers, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
SYM FINANCIAL Corp 110.00%0.00%0.00%Q2 2023Q2 20231
BENJAMIN F. EDWARDS & COMPANY, INC. 110.00%0.00%0.00%Q1 2022Q1 20221
Ethos Financial Group, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
NAPLES GLOBAL ADVISORS, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Arlington Partners LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Ritter Daniher Financial Advisory LLC / DE 110.00%0.00%0.00%Q2 2022Q2 20221
Virtu Financial LLC 110.02%0.02%0.02%Q1 2018Q1 20181
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q4 2020Q4 20201
McIlrath & Eck, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 110.00%0.00%0.00%Q1 2022Q1 20221
Altus Wealth Management, LLC 116.80%6.80%6.80%Q4 2019Q4 20191
DB Wealth Management Group, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
LifeSteps Financial, Inc. 110.24%0.24%0.24%Q4 2019Q4 20191
Golden State Wealth Management, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Coyle Financial Counsel LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Lakewood Asset Management LLC 110.18%0.18%0.18%Q4 2022Q4 20221
Main Street Research LLC 110.03%0.03%0.03%Q4 2020Q4 20201
SEGALL BRYANT & HAMILL, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
MARSHALL WACE, LLP 110.00%0.00%0.00%Q3 2023Q3 20231
IHT Wealth Management, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Element Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Eudaimonia Partners, LLC 110.39%0.39%0.39%Q3 2020Q3 20201
Guardian Financial Partners, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
USA FINANCIAL FORMULAS 110.00%0.00%0.00%Q4 2018Q4 20181
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q4 2019Q4 20191
Lansing Street Advisors 110.02%0.02%0.02%Q1 2022Q1 20221
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Zions Bancorporation, N.A. 110.02%0.02%0.02%Q4 2018Q4 20181
Financial Advantage, Inc. 110.01%0.01%0.01%Q2 2020Q2 20201
Kaizen Financial Strategies 110.94%0.94%0.94%Q3 2023Q3 20231
SHEETS SMITH WEALTH MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Mine & Arao Wealth Creation & Management, LLC. 110.09%0.09%0.09%Q4 2019Q4 20191
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Cresset Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
San Luis Wealth Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
CABANA LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Angeles Investment Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CAROLINAS WEALTH CONSULTING LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Frank, Rimerman Advisors LLC 110.07%0.07%0.07%Q4 2021Q4 20211
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Baystate Wealth Management LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Nicholas Hoffman & Company, LLC. 110.02%0.02%0.02%Q3 2023Q3 20231
TRUIST FINANCIAL CORP 110.00%0.00%0.00%Q1 2023Q1 20231
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Wambolt & Associates, LLC 110.12%0.12%0.12%Q1 2023Q1 20231
Karp Capital Management Corp 110.00%0.00%0.00%Q4 2018Q4 20181
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
HL FINANCIAL SERVICES LLC 110.04%0.04%0.04%Q1 2019Q1 20191
External links

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