SCHWAB STRATEGIC TR shareholder history

Current and past SCHWAB STRATEGIC TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Carlton Hofferkamp & Jenks Wealth Management, LLC 38380.10%0.62%1.99%Q3 2013Q4 202238
ROYAL BANK OF CANADA 3510.00%0.00%0.01%Q4 2013Q3 202338
LPL Financial LLC 2890.00%0.01%0.02%Q2 2014Q3 202337
BANK OF AMERICA CORP /DE/ 37370.00%0.01%0.02%Q3 2014Q3 202337
MASSMUTUAL TRUST CO FSB/ADV 2910.00%0.00%0.00%Q3 2014Q4 202336
SOL Capital Management CO 36360.06%0.12%0.21%Q4 2014Q3 202336
VALLEY NATIONAL ADVISERS INC 36360.09%0.37%1.18%Q4 2014Q3 202336
CABOT WEALTH MANAGEMENT INC 3510.08%2.55%4.03%Q3 2014Q3 202336
HBK Sorce Advisory LLC 36360.04%0.13%0.58%Q4 2014Q3 202336
HighTower Advisors, LLC 3140.00%0.01%0.06%Q4 2014Q3 202335
Charles Schwab Investment Advisory, Inc. 35351.50%5.27%6.78%Q1 2015Q3 202335
UBS Group AG 35350.00%0.00%0.02%Q1 2015Q3 202335
MORGAN STANLEY 3130.00%0.00%0.02%Q1 2015Q3 202334
Vigilant Capital Management, LLC 24100.01%2.58%6.27%Q4 2014Q2 202334
CAHILL FINANCIAL ADVISORS INC 33330.79%1.48%2.46%Q3 2015Q3 202333
Financial Architects, Inc 2940.10%0.36%0.69%Q1 2015Q2 202333
CITIGROUP INC 1490.00%0.00%0.00%Q4 2014Q3 202333
HENGEHOLD CAPITAL MANAGEMENT LLC 32320.57%1.38%2.17%Q4 2015Q3 202332
SUSQUEHANNA INTERNATIONAL GROUP, LLP 710.00%0.00%0.01%Q4 2013Q1 202331
BlackRock Inc. 3010.00%0.01%0.08%Q4 2015Q3 202331
IFP Advisors, Inc 17140.00%0.05%0.42%Q4 2015Q3 202331
WELLS FARGO & COMPANY/MN 3010.00%0.02%0.06%Q4 2015Q3 202331
Asset Dedication, LLC 2650.06%1.00%3.25%Q4 2015Q3 202331
Aviance Capital Partners, LLC 18120.07%0.18%0.37%Q1 2016Q3 202330
Callan Capital, LLC 30300.28%2.82%6.49%Q2 2016Q3 202330
Cambridge Investment Research Advisors, Inc. 30300.01%0.06%0.12%Q2 2016Q3 202330
Creative Planning 2460.00%0.00%0.01%Q1 2016Q3 202330
Sequoia Financial Advisors, LLC 19100.02%1.41%2.91%Q1 2015Q3 202329
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.03%0.15%Q2 2016Q3 202329
PNC FINANCIAL SERVICES GROUP, INC. 2530.00%0.00%0.00%Q1 2015Q3 202328
US BANCORP \DE\ 28280.00%0.00%0.00%Q4 2016Q3 202328
AMERIPRISE FINANCIAL INC 28280.00%0.01%0.04%Q4 2016Q3 202328
Private Ocean, LLC 2440.00%0.01%0.24%Q2 2014Q3 202328
Brinker Capital Investments, LLC 28280.05%0.66%2.99%Q1 2016Q4 202228
LVW Advisors, LLC 2160.11%0.42%1.08%Q4 2014Q3 202327
Stratos Wealth Partners, LTD. 2110.00%0.04%0.10%Q3 2016Q3 202326
JANICZEK WEALTH MANAGEMENT, LLC 26260.22%0.56%1.11%Q2 2017Q3 202326
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1970.00%0.02%0.05%Q2 2015Q1 202326
UNITED SERVICES AUTOMOBILE ASSOCIATION 26260.12%1.09%2.59%Q4 2014Q1 202126
JANE STREET GROUP, LLC 810.00%0.03%0.10%Q1 2014Q2 202326
Merriman Wealth Management, LLC 1640.12%0.55%1.83%Q4 2016Q3 202325
Versant Capital Management, Inc 25250.08%0.17%0.31%Q4 2017Q4 202325
Steward Partners Investment Advisory, LLC 1870.00%0.00%0.00%Q1 2017Q3 202325
ENVESTNET ASSET MANAGEMENT INC 2110.00%0.01%0.01%Q3 2015Q3 202325
Advisory Services Network, LLC 1210.00%0.01%0.03%Q1 2016Q3 202325
ALTFEST L J & CO INC 2050.08%0.15%0.26%Q4 2016Q3 202325
Texas Yale Capital Corp. 1440.01%0.16%0.35%Q4 2016Q3 202325
JPMORGAN CHASE & CO 2310.00%0.00%0.00%Q2 2016Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.03%0.04%Q4 2017Q3 202324
FOSTER & MOTLEY INC 24242.65%4.32%5.60%Q4 2017Q3 202324
Front Row Advisors LLC 24240.01%0.01%0.01%Q4 2017Q3 202324
Arlington Financial Advisors, LLC 24242.74%6.24%8.94%Q4 2017Q3 202324
HOWE & RUSLING INC 1510.00%0.01%0.02%Q4 2015Q3 202324
Ironsides Asset Advisors, LLC 24240.09%0.47%4.12%Q3 2016Q2 202224
AdvisorNet Financial, Inc 24240.01%0.09%0.30%Q4 2017Q3 202324
KILEY JUERGENS WEALTH MANAGEMENT, LLC 24240.13%0.23%0.41%Q4 2017Q3 202324
CAPITAL WEALTH MANAGEMENT, LLC 24240.47%2.20%5.31%Q4 2017Q3 202324
PrairieView Partners, LLC 24240.46%0.92%1.55%Q4 2017Q3 202324
Barry Investment Advisors, LLC 24240.28%2.94%7.46%Q4 2017Q3 202324
McIlrath & Eck, LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
BRR OpCo, LLC 24242.34%12.36%29.44%Q4 2016Q3 202224
Vista Private Wealth Partners. LLC 2130.31%0.74%1.34%Q3 2017Q3 202324
Opus Capital Group, LLC 24241.13%2.04%3.06%Q4 2017Q3 202324
LADENBURG THALMANN FINANCIAL SERVICES INC. 2040.00%0.00%0.02%Q3 2013Q4 201924
Gemmer Asset Management LLC 24240.00%0.01%0.04%Q1 2014Q4 201924
Carroll Financial Associates, Inc. 23230.00%0.00%0.00%Q2 2016Q4 202123
Kelman-Lazarov, Inc. 2030.00%0.21%0.49%Q1 2016Q3 202323
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1320.01%0.02%0.02%Q4 2016Q3 202323
SVA Wealth Management, LLC 23230.08%2.89%6.45%Q2 2015Q4 202023
Parallel Advisors, LLC 23230.00%0.02%0.08%Q1 2018Q3 202323
BerganKDV Wealth Management, LLC 13100.01%0.04%0.08%Q3 2017Q2 202323
Allworth Financial LP 2120.00%0.00%0.02%Q1 2017Q3 202323
Newman Dignan & Sheerar, Inc. 23230.01%0.23%0.37%Q2 2014Q4 201923
Ackerman Capital Advisors, LLC 2010.08%3.54%14.06%Q2 2017Q3 202323
Evanson Asset Management, LLC 22220.07%0.10%0.12%Q2 2018Q3 202322
LBMC INVESTMENT ADVISORS, LLC 22220.05%0.06%0.08%Q2 2018Q3 202322
Geneos Wealth Management Inc. 22220.05%0.59%1.02%Q2 2018Q3 202322
Financial Management Professionals, Inc. 22220.00%0.00%0.00%Q2 2018Q3 202322
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1930.03%0.29%0.50%Q1 2018Q3 202322
COLONY GROUP LLC 22220.01%0.03%0.05%Q2 2018Q3 202322
Paracle Advisors, LLC 22220.07%0.12%0.15%Q4 2015Q1 202122
Raymond James Financial Services Advisors, Inc. 21210.00%0.01%0.02%Q3 2018Q3 202321
Perigon Wealth Management, LLC 1410.00%0.06%0.40%Q3 2011Q3 202321
APPLETON PARTNERS INC/MA 21210.03%0.04%0.06%Q4 2018Q4 202321
Tarbox Family Office, Inc. 21210.01%1.16%2.65%Q1 2017Q1 202221
Cetera Advisor Networks LLC 21210.00%0.01%0.01%Q3 2018Q3 202321
Cedar Wealth Management, LLC 21210.00%0.24%0.44%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.06%Q3 2018Q3 202321
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2010.02%0.54%3.70%Q4 2016Q3 202321
BlueSky Wealth Advisors, LLC 1380.11%0.89%1.78%Q4 2016Q3 202321
Foster Victor Wealth Advisors, LLC 20200.03%0.13%0.32%Q4 2018Q3 202320
Mariner, LLC 1810.01%0.04%0.10%Q3 2016Q3 202320
Blume Capital Management, Inc. 20200.00%0.00%0.00%Q1 2017Q4 202120
Johnson Financial Group, Inc. 1320.00%0.01%0.02%Q1 2017Q3 202320
HHM Wealth Advisors, LLC 20200.82%1.33%2.45%Q4 2018Q3 202320
FAS Wealth Partners, Inc. 20200.45%0.76%1.40%Q4 2018Q3 202320
RHS Financial, LLC 20203.29%5.11%7.34%Q4 2018Q3 202320
MML INVESTORS SERVICES, LLC 20200.01%0.02%0.07%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.00%0.01%0.04%Q4 2018Q3 202320
JNBA Financial Advisors 20200.00%1.56%4.70%Q4 2018Q3 202320
Princeton Global Asset Management LLC 20200.13%0.18%0.24%Q4 2018Q3 202320
HOWARD FINANCIAL SERVICES, LTD. 20200.50%1.31%2.37%Q4 2018Q3 202320
FMR LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
CWM, LLC 1280.00%0.01%0.02%Q3 2018Q3 202320
MOLLER WEALTH PARTNERS 19190.15%2.57%3.73%Q1 2019Q3 202319
Citadel Advisors 410.00%0.00%0.03%Q1 2015Q3 202319
Ironwood Investment Counsel, LLC 1540.10%0.19%1.48%Q4 2013Q3 201919
CAPTRUST FINANCIAL ADVISORS 1410.00%0.00%0.01%Q1 2018Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Opes Wealth Management LLC 19195.70%8.60%13.16%Q1 2019Q3 202319
TSFG, LLC 19190.00%0.01%0.04%Q1 2019Q3 202319
Cetera Investment Advisers 18180.01%0.11%0.27%Q2 2019Q3 202318
RAYMOND JAMES & ASSOCIATES 1170.00%0.00%0.01%Q1 2017Q3 202318
SIGNATUREFD, LLC 910.00%0.00%0.00%Q3 2015Q3 202318
Rockefeller Capital Management L.P. 18180.00%0.00%0.00%Q2 2019Q3 202318
Ausdal Financial Partners, Inc. 1210.01%0.07%0.16%Q4 2015Q3 202318
ASPIRIANT, LLC 1530.03%0.15%0.30%Q1 2018Q3 202318
VICTORY CAPITAL MANAGEMENT INC 18180.17%0.28%0.45%Q2 2019Q3 202318
Ancora Advisors LLC 1610.00%0.00%0.03%Q2 2017Q3 202318
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 940.02%0.04%0.14%Q4 2018Q3 202318
Sargent Bickham Lagudis LLC 830.00%0.00%0.00%Q1 2016Q4 202218
Shilanski & Associates, Inc. 1341.36%2.32%3.52%Q2 2019Q3 202317
LINCOLN NATIONAL CORP 17170.04%0.27%0.31%Q3 2019Q3 202317
Charles Schwab Trust Co 17170.69%2.34%4.59%Q3 2019Q3 202317
GLENMEDE TRUST CO NA 1410.00%0.01%0.01%Q3 2016Q3 202317
Bedel Financial Consulting, Inc. 17170.02%0.02%0.03%Q1 2018Q1 202217
IFG Advisory, LLC 17170.08%0.32%0.54%Q3 2019Q3 202317
Pflug Koory, LLC 17170.00%0.01%0.04%Q3 2019Q3 202317
WHITENER CAPITAL MANAGEMENT, INC. 820.06%0.11%0.16%Q4 2017Q3 202317
Stratos Wealth Advisors, LLC 17170.04%0.11%0.33%Q3 2019Q3 202317
EXENCIAL WEALTH ADVISORS, LLC 17170.97%1.76%6.66%Q3 2019Q3 202317
Aptus Capital Advisors, LLC 17170.00%0.00%0.04%Q3 2019Q3 202317
Relaxing Retirement Coach 17170.12%2.44%3.91%Q4 2017Q4 202117
Elgethun Capital Management 16160.07%0.19%0.29%Q4 2019Q3 202316
Firestone Capital Management 16160.46%0.85%1.46%Q4 2019Q3 202316
CVA Family Office, LLC 16160.05%2.27%5.64%Q4 2019Q3 202316
Faithward Advisors, LLC 1150.02%0.09%0.22%Q3 2019Q3 202316
Edge Capital Group, LLC 730.01%0.06%0.15%Q4 2018Q2 202316
Your Advocates Ltd., LLP 16163.53%6.94%12.06%Q4 2019Q3 202316
MADISON WEALTH MANAGEMENT 16160.10%0.81%1.99%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.01%0.21%1.04%Q4 2019Q3 202316
Resonant Capital Advisors, LLC 16161.03%2.68%3.66%Q4 2019Q3 202316
Plante Moran Financial Advisors, LLC 1110.00%0.01%0.03%Q3 2017Q3 202316
BANK OF MONTREAL /CAN/ 910.00%0.00%0.01%Q2 2014Q3 202316
Wade Financial Advisory, Inc 16160.50%0.77%1.59%Q4 2019Q3 202316
NBT BANK N A /NY 1240.03%0.04%0.05%Q2 2019Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.04%0.07%0.09%Q4 2019Q3 202316
Equitable Holdings, Inc. 15150.01%0.03%0.05%Q1 2020Q3 202315
Edge Wealth Management LLC 15150.00%0.00%0.01%Q4 2016Q2 202015
Disciplined Investments, LLC 15150.00%0.01%0.02%Q4 2019Q2 202315
Gratus Capital, LLC 640.02%0.19%0.68%Q3 2018Q3 202315
NORTHWEST WEALTH MANAGEMENT, LLC 15150.57%0.83%1.26%Q1 2020Q3 202315
CHILTON CAPITAL MANAGEMENT LLC 1230.00%0.05%0.11%Q3 2019Q3 202315
Retirement Group, LLC 1410.01%0.02%0.06%Q4 2019Q3 202315
MERCER GLOBAL ADVISORS INC /ADV 1210.00%0.00%0.01%Q2 2019Q3 202315
ALPS ADVISORS INC 15150.41%0.50%0.60%Q1 2020Q3 202315
Lindbrook Capital, LLC 1410.01%0.02%0.03%Q4 2019Q3 202315
TRUSTCORE FINANCIAL SERVICES, LLC 15150.01%0.01%0.01%Q2 2019Q4 202215
OXFORD FINANCIAL GROUP, LTD. LLC 15150.02%0.03%0.04%Q1 2020Q3 202315
Gradient Investments LLC 1310.00%0.00%0.01%Q2 2017Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.02%0.05%Q1 2020Q3 202315
Clearstead Advisors, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.04%Q2 2016Q4 201915
Lutz Financial Services LLC 15150.12%0.31%2.28%Q1 2020Q3 202315
American Portfolios Advisors 14140.01%0.01%0.01%Q2 2019Q3 202214
True North Advisors, LLC 1220.10%0.64%1.59%Q4 2019Q3 202314
BUCKINGHAM STRATEGIC WEALTH, LLC 14140.01%0.02%0.02%Q2 2020Q3 202314
Wealthstreet Investment Advisors, LLC 14140.04%0.07%0.09%Q4 2017Q1 202114
BELLEVUE ASSET MANAGEMENT, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
J.W. COLE ADVISORS, INC. 810.02%0.09%0.11%Q4 2019Q3 202314
Janney Montgomery Scott LLC 510.00%0.01%0.02%Q1 2018Q3 202314
Trust Co 14140.03%1.51%5.47%Q2 2020Q3 202314
Roof Eidam Maycock Peralta, LLC 14140.91%3.35%4.63%Q4 2016Q1 202014
Certified Advisory Corp 1130.00%0.56%2.02%Q4 2019Q3 202314
DDD Partners, LLC 14140.06%0.08%0.11%Q2 2020Q3 202314
Financial Advocates Investment Management 1310.02%0.05%0.11%Q2 2019Q4 202214
Altium Wealth Management LLC 730.01%0.06%0.27%Q4 2017Q2 202214
Key FInancial Inc 1220.01%0.10%1.26%Q4 2019Q3 202314
Unison Advisors LLC 14140.08%2.30%3.89%Q2 2020Q3 202314
Jackson Creek Investment Advisors LLC 13130.46%0.51%0.57%Q3 2020Q3 202313
Robertson Stephens Wealth Management, LLC 13130.05%0.08%0.13%Q3 2020Q3 202313
Miracle Mile Advisors, LLC 13130.01%0.02%0.05%Q3 2020Q3 202313
Betterment LLC 940.00%0.00%0.00%Q1 2019Q3 202313
Systelligence, LLC 13130.52%1.56%2.53%Q4 2020Q4 202313
MATHER GROUP, LLC. 13130.03%0.04%0.06%Q3 2020Q3 202313
BCS Wealth Management 1210.12%0.17%0.26%Q2 2020Q3 202313
Baldrige Asset Management LLC 13130.22%0.25%0.29%Q1 2020Q1 202313
First Pacific Financial 13130.51%0.84%1.31%Q3 2020Q3 202313
Southern Wealth Management, LLP 1210.04%0.11%0.16%Q4 2019Q1 202313
Financial Engines Advisors L.L.C. 13130.00%0.00%0.00%Q3 2020Q3 202313
Valeo Financial Advisors, LLC 1210.00%0.01%0.04%Q2 2018Q1 202313
Tower Research Capital LLC (TRC) 710.00%0.00%0.02%Q2 2014Q3 202313
REGENTATLANTIC CAPITAL LLC 12120.03%0.34%0.84%Q4 2019Q3 202212
1900 WEALTH MANAGEMENT LLC 12120.93%1.45%1.76%Q4 2020Q3 202312
Apollon Wealth Management, LLC 12120.11%0.16%0.27%Q4 2020Q3 202312
TCI Wealth Advisors, Inc. 910.00%0.00%0.03%Q3 2013Q1 202312
Marshall Financial Group LLC 12120.26%1.11%2.57%Q4 2020Q3 202312
EP Wealth Advisors, LLC 1110.01%0.02%0.05%Q4 2017Q3 202312
MCF Advisors LLC 710.00%0.01%0.01%Q2 2019Q3 202312
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1110.00%0.00%0.00%Q1 2020Q3 202312
ALESCO ADVISORS LLC 12120.02%0.08%0.18%Q4 2020Q3 202312
Capital Asset Advisory Services LLC 12120.00%0.00%0.00%Q4 2019Q3 202212
SOA Wealth Advisors, LLC. 12120.10%1.07%1.98%Q4 2020Q3 202312
DHJJ Financial Advisors, Ltd. 12120.38%0.42%0.48%Q4 2020Q3 202312
Waterfront Wealth Inc. 12120.74%1.39%3.23%Q4 2020Q3 202312
Everhart Financial Group, Inc. 12120.15%0.24%0.43%Q4 2020Q3 202312
Provident Wealth Management, LLC 1110.00%0.98%1.67%Q4 2019Q3 202312
MANAGED ACCOUNT SERVICES INC 12120.13%0.44%0.66%Q4 2018Q3 202112
Prairiewood Capital, LLC 12125.91%7.18%7.87%Q4 2020Q3 202312
Strategic Blueprint, LLC 12120.04%0.14%0.28%Q4 2020Q3 202312
Advisory Alpha, LLC 710.00%0.09%0.30%Q3 2016Q4 201912
Adero Partners, LLC 12120.03%0.56%2.04%Q4 2019Q3 202212
Main Street Financial Solutions, LLC 12120.16%0.20%0.25%Q4 2020Q3 202312
JAMES INVESTMENT RESEARCH INC 12120.04%0.07%0.08%Q4 2020Q3 202312
ADE, LLC 12120.20%0.37%1.31%Q4 2020Q3 202312
WESPAC Advisors, LLC 510.12%0.33%0.82%Q3 2014Q3 202311
Avion Wealth 11110.00%0.00%0.00%Q1 2021Q3 202311
Kestra Advisory Services, LLC 1010.00%0.00%0.01%Q4 2020Q3 202311
Renaissance Technologies 650.00%0.00%0.01%Q3 2020Q2 202311
FIFTH THIRD BANCORP 710.00%0.00%0.00%Q4 2018Q3 202311
WealthShield Partners, LLC 11110.02%0.08%0.11%Q1 2021Q3 202311
PEAPACK GLADSTONE FINANCIAL CORP 11110.01%0.06%0.09%Q1 2021Q3 202311
Kathmere Capital Management, LLC 11110.17%0.29%0.46%Q1 2021Q3 202311
Burns Matteson Capital Management, LLC 11110.22%0.30%0.42%Q4 2020Q2 202311
Addison Advisors LLC 1010.14%0.26%0.44%Q4 2020Q3 202311
ADIRONDACK TRUST CO 11110.01%0.01%0.01%Q1 2021Q3 202311
Capital Analysts, LLC 740.00%0.00%0.01%Q4 2020Q3 202311
Savant Capital, LLC 1010.01%0.20%0.35%Q1 2020Q3 202311
MUFG Americas Holdings Corp 650.00%0.00%0.00%Q4 2018Q3 202211
MFA WEALTH ADVISORS, LLC 11116.80%8.36%9.35%Q1 2021Q3 202311
Wealth Architects, LLC 11110.08%0.10%0.13%Q2 2017Q4 201911
Alpha Omega Wealth Management LLC 11110.04%0.39%0.82%Q1 2021Q3 202311
Biltmore Family Office, LLC 11110.15%0.97%1.56%Q4 2017Q2 202011
OPPENHEIMER & CO INC 11110.01%0.03%0.06%Q1 2021Q3 202311
Sonora Investment Management, LLC 810.00%0.00%0.01%Q2 2016Q3 202111
Spire Wealth Management 11110.00%0.01%0.02%Q1 2021Q3 202311
Global Retirement Partners, LLC 510.00%0.00%0.01%Q2 2019Q3 202311
OLD MISSION CAPITAL LLC 410.03%0.20%0.71%Q2 2016Q3 202311
Cedar Brook Financial Partners, LLC 830.07%0.08%0.09%Q4 2020Q3 202311
FLOW TRADERS U.S. LLC 410.00%0.38%1.53%Q4 2016Q3 202311
Patriot Financial Group Insurance Agency, LLC 10100.00%0.00%0.01%Q1 2020Q2 202210
BDO Wealth Advisors, LLC 10100.00%0.00%0.00%Q1 2021Q2 202310
Huber Financial Advisors, LLC 10100.08%0.21%0.30%Q4 2017Q1 202010
Syverson Strege & Co 10100.00%0.26%0.45%Q4 2020Q1 202310
Sigma Planning Corp 10100.02%0.03%0.04%Q2 2021Q3 202310
GOLDMAN SACHS GROUP INC 710.00%0.00%0.01%Q1 2014Q1 202310
Birchcreek Wealth Management, LLC 10100.38%0.55%0.74%Q2 2021Q3 202310
Kaizen Financial Strategies 910.56%1.54%3.05%Q1 2021Q3 202310
WESCAP Management Group, Inc. 10100.24%3.87%6.46%Q2 2021Q3 202310
Johnson Bixby & Associates, LLC 10103.13%3.57%4.49%Q2 2021Q3 202310
TimeScale Financial, Inc. 10100.00%0.00%0.01%Q1 2021Q2 202310
Personal Capital Advisors Corp 810.00%0.00%0.00%Q4 2019Q4 202210
Tradition Wealth Management, LLC 10100.22%1.20%2.75%Q2 2021Q3 202310
Archford Capital Strategies, LLC 10100.41%1.17%2.03%Q2 2021Q3 202310
Founders Financial Alliance, LLC 550.00%0.00%0.00%Q1 2021Q3 202310
AVANTAX ADVISORY SERVICES, INC. 710.01%0.02%0.04%Q3 2020Q3 202310
WOLFF WIESE MAGANA LLC 10100.02%0.02%0.03%Q2 2021Q3 202310
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
SHINE INVESTMENT ADVISORY SERVICES INC 10100.01%1.08%2.45%Q2 2018Q3 202010
Laurel Wealth Advisors LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
GPS Wealth Strategies Group, LLC 730.00%0.00%0.00%Q1 2021Q3 202310
Dynamic Advisor Solutions LLC 730.06%0.14%0.50%Q2 2019Q3 202310
COLLECTIVE FAMILY OFFICE LLC 10100.12%1.72%2.89%Q2 2021Q3 202310
Sowell Financial Services LLC 610.00%0.17%1.42%Q3 2019Q3 202310
Summit Financial, LLC 10100.57%0.96%1.27%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.03%0.08%Q1 2021Q3 202310
PATHSTONE FAMILY OFFICE, LLC 640.00%0.01%0.02%Q1 2020Q3 202310
Leonard Rickey Investment Advisors P.L.L.C. 10100.49%1.36%2.51%Q4 2017Q1 202010
CENTRAL TRUST Co 730.00%0.01%0.04%Q1 2021Q3 202310
Richard P Slaughter Associates Inc 820.37%1.24%1.58%Q1 2021Q4 202310
BENJAMIN F. EDWARDS & COMPANY, INC. 10100.00%0.08%0.14%Q2 2021Q3 202310
Cerity Partners LLC 10100.00%0.00%0.01%Q1 2021Q2 202310
JOHNSON INVESTMENT COUNSEL INC 410.00%0.01%0.01%Q2 2018Q2 202310
Live Your Vision, LLC 10100.03%0.30%1.51%Q4 2016Q1 201910
First Horizon Advisors, Inc. 710.00%0.00%0.01%Q4 2014Q3 202310
Asset Management Group, Inc. 990.09%0.11%0.11%Q3 2021Q3 20239
Western Wealth Management, LLC 810.05%0.10%0.15%Q2 2021Q3 20239
McClarren Financial Advisors, Inc. 540.03%0.04%0.04%Q2 2021Q3 20239
STUDIO INVESTMENT MANAGEMENT LLC 993.80%5.41%6.99%Q3 2021Q3 20239
Clarkston Capital Partners, LLC 810.00%0.01%0.02%Q3 2020Q4 20229
NewEdge Advisors, LLC 630.00%0.00%0.01%Q2 2021Q3 20239
COLDSTREAM CAPITAL MANAGEMENT INC 540.02%0.03%0.04%Q2 2021Q3 20239
Cresset Asset Management, LLC 990.00%0.01%0.02%Q3 2021Q3 20239
Bogart Wealth, LLC 510.00%0.00%0.00%Q1 2020Q2 20239
PRW Wealth Management LLC 510.13%4.59%8.22%Q4 2020Q3 20239
Lee Financial Co 720.00%4.20%7.59%Q1 2019Q3 20239
QUADRANT CAPITAL GROUP LLC 720.01%0.05%0.11%Q2 2018Q1 20219
Nadler Financial Group, Inc. 990.42%1.32%2.15%Q3 2021Q3 20239
Investors Research Corp 990.00%0.00%0.01%Q3 2021Q3 20239
Rice Partnership, LLC 630.00%0.00%0.01%Q2 2021Q3 20239
CREATIVE FINANCIAL DESIGNS INC /ADV 810.00%0.01%0.02%Q2 2021Q3 20239
55I, LLC 990.02%0.04%0.06%Q3 2020Q3 20229
361 CAPITAL LLC 990.07%0.19%0.46%Q2 2018Q2 20209
LEAVELL INVESTMENT MANAGEMENT, INC. 990.10%0.91%1.48%Q3 2021Q3 20239
Kistler-Tiffany Companies, LLC 990.05%0.25%0.51%Q2 2021Q2 20239
Robbins Farley 990.00%0.00%0.01%Q1 2021Q1 20239
Beacon Pointe Advisors, LLC 990.01%0.01%0.02%Q3 2021Q3 20239
Atria Investments, Inc 510.01%0.07%0.10%Q2 2014Q3 20229
Seneca House Advisors 990.20%0.49%0.78%Q4 2017Q4 20199
CAPITAL ONE FINANCIAL CORP 990.08%0.18%0.46%Q1 2020Q1 20229
Opes Advisors Inc 998.83%10.58%12.42%Q4 2016Q4 20189
STIFEL FINANCIAL CORP 990.00%0.00%0.00%Q3 2021Q3 20239
Red Tortoise LLC 445.69%7.28%8.00%Q3 2021Q3 20238
THRIVENT FINANCIAL FOR LUTHERANS 610.00%0.00%0.01%Q1 2021Q3 20238
HC FINANCIAL ADVISORS INC 880.38%0.53%0.64%Q3 2020Q2 20228
WARNER FINANCIAL, INC 880.18%0.21%0.23%Q4 2021Q3 20238
PRUDENTIAL FINANCIAL INC 610.00%0.00%0.00%Q3 2019Q3 20238
CIDEL ASSET MANAGEMENT INC 880.05%0.05%0.06%Q4 2021Q3 20238
Stone Point Wealth LLC 880.29%0.33%0.44%Q4 2021Q3 20238
Northland Capital Management LLC 882.61%5.29%9.03%Q4 2021Q3 20238
Lowe Wealth Advisors, LLC 880.00%0.00%0.00%Q1 2022Q4 20238
Clear Creek Financial Management, LLC 880.04%0.20%0.43%Q4 2021Q3 20238
MAI Capital Management 710.00%0.01%0.01%Q4 2020Q3 20238
Sandy Spring Bank 410.00%0.00%0.00%Q4 2019Q3 20238
Washington Trust Advisors, Inc. 880.71%1.28%2.07%Q4 2021Q3 20238
EUDAIMONIA ADVISORS LLC 880.20%0.25%0.29%Q4 2021Q3 20238
MORRIS FINANCIAL CONCEPTS, INC. 880.20%0.25%0.30%Q4 2021Q3 20238
Clark Capital Management Group, Inc. 530.02%0.03%0.04%Q3 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.01%0.04%0.05%Q4 2021Q3 20238
PDS Planning, Inc 610.03%0.34%0.66%Q3 2018Q2 20238
TIEDEMANN ADVISORS, LLC 610.02%0.05%0.18%Q4 2016Q2 20198
Arete Wealth Advisors, LLC 620.02%0.11%0.24%Q1 2021Q2 20238
Congress Wealth Management LLC / DE / 880.01%0.01%0.01%Q4 2021Q3 20238
Tortoise Investment Management, LLC 620.00%0.00%0.00%Q2 2018Q1 20238
Von Berge Wealth Management Group, LLC 887.44%7.91%8.54%Q4 2021Q3 20238
Bouchey Financial Group Ltd 880.52%2.16%3.17%Q4 2013Q3 20158
Lenox Wealth Advisors, LLC 620.00%0.00%0.00%Q3 2019Q4 20218
Bell Investment Advisors, Inc 621.23%2.71%3.88%Q3 2021Q3 20238
D'Orazio & Associates, Inc. 510.00%0.07%0.17%Q2 2017Q3 20238
Ameritas Advisory Services, LLC 880.02%0.04%0.11%Q4 2021Q3 20238
WEALTHSPAN PARTNERS, LLC 882.44%3.13%4.86%Q4 2021Q3 20238
Aspire Wealth Management Corp 881.95%3.82%5.12%Q4 2021Q3 20238
Belpointe Asset Management LLC 880.01%0.01%0.02%Q2 2021Q1 20238
FIFTH THIRD SECURITIES, INC. 410.03%0.41%1.32%Q3 2017Q3 20238
COUNTRY TRUST BANK 880.00%0.00%0.00%Q1 2018Q4 20198
Larson Financial Group LLC 710.00%0.02%0.03%Q4 2019Q3 20238
Archvest Wealth Advisors, Inc. 880.24%0.36%0.50%Q4 2021Q3 20238
GIRARD SECURITIES, INC. 880.49%1.43%2.60%Q4 2015Q3 20178
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Lauterbach Financial Advisors, LLC 880.24%0.26%0.28%Q4 2021Q3 20238
J.P. Morgan Private Wealth Advisors LLC 420.00%0.00%0.02%Q2 2018Q3 20238
Phocas Financial Corp. 880.04%0.08%0.11%Q4 2020Q3 20228
Haverford Trust Co 880.01%0.02%0.05%Q2 2021Q1 20238
Fortress Wealth Management, Inc. 880.25%0.30%0.34%Q4 2021Q3 20238
Qube Research & Technologies Ltd 310.00%0.00%0.00%Q2 2021Q3 20237
Wealthcare Advisory Partners LLC 610.00%0.00%0.01%Q4 2018Q1 20217
Atria Wealth Solutions, Inc. 770.00%0.01%0.01%Q1 2022Q3 20237
TMD Wealth Management, LLC 772.70%2.91%3.10%Q1 2021Q3 20227
PARAMETRIC PORTFOLIO ASSOCIATES LLC 770.00%0.00%0.00%Q2 2020Q4 20217
IAG Wealth Partners, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
KESTRA PRIVATE WEALTH SERVICES, LLC 770.01%0.02%0.02%Q1 2022Q3 20237
Asio Capital, LLC 410.01%1.12%1.85%Q4 2019Q3 20237
SeaCrest Wealth Management, LLC 610.00%0.01%0.02%Q4 2017Q2 20227
Seven Springs Wealth Group, LLC 771.97%3.00%4.74%Q1 2022Q3 20237
Virtu KCG Holdings LLC 510.01%0.03%0.05%Q2 2015Q2 20177
BROWN ADVISORY INC 770.00%0.00%0.00%Q1 2022Q3 20237
PARK AVENUE SECURITIES LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Guardian Financial Partners, LLC 610.60%3.73%4.59%Q4 2021Q3 20237
Strategic Wealth Partners, Ltd. 610.00%0.07%0.12%Q2 2019Q4 20227
Rockbridge Investment Management, LCC 770.00%0.00%0.00%Q2 2020Q4 20217
CUTLER INVESTMENT COUNSEL LLC 770.15%0.16%0.18%Q1 2022Q3 20237
SILVER OAK SECURITIES, INCORPORATED 770.09%0.27%0.40%Q1 2022Q3 20237
Wealthfront Advisers LLC 310.00%0.00%0.00%Q3 2020Q3 20237
Vivaldi Capital Management LP 770.29%0.43%0.61%Q1 2022Q3 20237
Burleson & Company, LLC 770.14%0.17%0.20%Q4 2017Q2 20197
Chicago Partners Investment Group LLC 520.00%0.01%0.01%Q3 2017Q3 20237
TWO SIGMA SECURITIES, LLC 310.00%0.01%0.04%Q3 2017Q3 20237
Ifrah Financial Services, Inc. 770.99%1.13%1.32%Q1 2022Q3 20237
V Wealth Advisors LLC 520.03%0.04%0.05%Q3 2021Q2 20237
Concord Wealth Partners 430.00%0.00%0.00%Q4 2021Q3 20237
AMERICAN INTERNATIONAL GROUP, INC. 770.00%0.00%0.00%Q3 2014Q1 20167
WealthCare Investment Partners, LLC 770.61%1.06%2.08%Q1 2022Q3 20237
Camelot Portfolios, LLC 770.09%0.12%0.14%Q4 2020Q2 20227
U.S. Capital Wealth Advisors, LLC 770.07%0.12%0.23%Q1 2022Q3 20237
Ten Capital Wealth Advisors, LLC 520.00%0.00%0.01%Q2 2021Q1 20237
SALEM INVESTMENT COUNSELORS INC 770.00%0.02%0.03%Q1 2022Q3 20237
BOKF, NA 770.01%0.02%0.04%Q2 2018Q4 20197
DEUTSCHE BANK AG\ 510.00%0.00%0.00%Q1 2018Q4 20227
WEALTHFRONT Corp 520.00%0.00%0.01%Q2 2015Q3 20187
Raleigh Capital Management Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Destination Wealth Management 520.00%0.01%0.02%Q1 2018Q1 20207
WADE G W & INC 410.09%0.10%0.12%Q2 2021Q3 20237
Total Clarity Wealth Management, Inc. 410.00%1.14%2.19%Q1 2021Q3 20237
Jacobi Capital Management LLC 610.00%0.00%0.01%Q2 2018Q3 20217
GHP Investment Advisors, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
WASHINGTON TRUST Co 770.00%0.00%0.00%Q1 2022Q3 20237
Rosenberg Matthew Hamilton 770.00%0.00%0.00%Q3 2021Q1 20237
KAVAR CAPITAL PARTNERS GROUP, LLC 770.10%0.95%1.22%Q1 2022Q3 20237
Wagner Wealth Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Hardy Reed LLC 660.06%0.42%0.62%Q2 2022Q3 20236
Center for Financial Planning, Inc. 660.00%0.00%0.00%Q1 2022Q2 20236
Eidelman Virant Capital 420.09%0.19%0.34%Q1 2015Q1 20196
Solitude Financial Services 660.38%0.91%1.08%Q2 2022Q3 20236
Transamerica Financial Advisors, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
CALIBER WEALTH MANAGEMENT, LLC 661.60%2.17%2.73%Q2 2021Q3 20226
OneDigital Investment Advisors LLC 510.00%0.05%0.08%Q4 2018Q2 20236
Litman Gregory Wealth Management LLC 660.01%0.02%0.03%Q4 2019Q1 20216
Bison Wealth, LLC 660.00%0.01%0.01%Q3 2020Q4 20216
IHT Wealth Management, LLC 510.00%0.05%0.06%Q4 2016Q3 20236
Bartlett & Co. LLC 510.00%0.00%0.00%Q2 2018Q4 20236
PIN OAK INVESTMENT ADVISORS INC 660.00%0.00%0.00%Q3 2020Q4 20216
PFG Advisors 660.06%0.14%0.24%Q1 2018Q2 20196
GUARDIAN WEALTH ADVISORS, LLC / NC 660.00%0.00%0.00%Q2 2022Q3 20236
BUCKINGHAM STRATEGIC PARTNERS, LLC 660.04%0.05%0.07%Q2 2022Q3 20236
Berger Financial Group, Inc 510.05%0.40%2.17%Q4 2020Q3 20236
Sound Income Strategies, LLC 410.00%0.00%0.00%Q4 2019Q3 20236
Kingsview Wealth Management, LLC 660.01%0.02%0.03%Q2 2022Q3 20236
WestHill Financial Advisors, Inc. 660.00%0.00%0.00%Q3 2021Q4 20226
Prestige Wealth Management Group LLC 510.00%0.39%0.60%Q4 2018Q4 20216
AE Wealth Management LLC 330.00%0.01%0.02%Q3 2021Q3 20236
LEUTHOLD GROUP, LLC 660.03%0.03%0.04%Q1 2022Q2 20236
Connectus Wealth, LLC 660.04%0.09%0.34%Q2 2022Q3 20236
Towerpoint Wealth, LLC 660.10%0.11%0.12%Q4 2020Q1 20226
Almanack Investment Partners, LLC. 660.01%0.72%1.18%Q2 2021Q3 20226
AlphaCore Capital LLC 510.00%0.01%0.02%Q4 2019Q3 20236
Hoover Financial Advisors, Inc. 510.03%0.08%0.33%Q4 2019Q2 20216
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
TOMPKINS FINANCIAL CORP 660.01%0.01%0.01%Q3 2022Q4 20236
Eagle Strategies LLC 660.36%0.49%0.73%Q2 2022Q3 20236
Kalos Management, Inc. 330.05%0.15%0.32%Q2 2019Q2 20236
ASSETMARK, INC 210.00%0.00%0.00%Q4 2020Q3 20236
IEQ CAPITAL, LLC 510.01%0.03%0.10%Q1 2022Q3 20236
CASTLE WEALTH MANAGEMENT LLC 660.40%2.12%2.92%Q2 2022Q3 20236
MADISON INVESTMENT HOLDINGS INC 660.01%0.01%0.02%Q2 2017Q3 20186
BOK Financial Private Wealth, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
ACIMA PRIVATE WEALTH, LLC 660.01%0.01%0.01%Q4 2020Q1 20226
NEXT Financial Group, Inc 210.00%0.00%0.01%Q3 2014Q4 20216
HERITAGE WEALTH MANAGEMENT, LLC 420.00%0.04%0.13%Q2 2021Q4 20226
Verde Capital Management 660.70%5.71%8.37%Q2 2022Q3 20236
Cribstone Capital Management, LLC 660.07%0.18%0.28%Q4 2018Q1 20206
Wolf Group Capital Advisors 661.63%1.97%2.48%Q2 2022Q3 20236
SFI Advisors, LLC 660.75%1.07%1.37%Q2 2022Q3 20236
Legacy Financial Advisors, Inc. 550.05%0.19%0.30%Q3 2022Q3 20235
Baker Ellis Asset Management LLC 550.06%0.07%0.08%Q4 2018Q4 20195
John W. Brooker & Co., CPAs 550.02%0.02%0.03%Q3 2021Q3 20225
Koshinski Asset Management, Inc. 320.00%0.04%0.12%Q3 2020Q1 20225
Mokosak Advisory Group, LLC 551.29%1.45%1.56%Q4 2018Q4 20195
MARINER INDEPENDENT ADVISOR NETWORK, LLC 320.03%0.18%0.39%Q4 2017Q1 20195
FIRST MANHATTAN CO. LLC. 410.00%0.00%0.00%Q1 2017Q3 20225
Global Wealth Strategies & Associates 550.00%0.00%0.01%Q4 2022Q4 20235
Avestar Capital, LLC 550.53%0.66%0.88%Q4 2018Q4 20195
Cetera Advisors LLC 410.00%0.02%0.03%Q1 2019Q3 20235
Ellevest, Inc. 210.00%0.00%0.01%Q3 2019Q1 20235
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 550.04%0.07%0.12%Q4 2014Q4 20155
HRT FINANCIAL LP 550.00%0.00%0.01%Q2 2022Q2 20235
LifePlan Financial Group, Inc 550.02%0.02%0.02%Q3 2019Q3 20205
Bank of New York Mellon Corp 320.00%0.00%0.00%Q2 2019Q2 20235
Realta Investment Advisors 210.00%0.00%0.01%Q2 2019Q3 20235
Retirement Planning Group, LLC 550.11%0.37%1.40%Q4 2018Q4 20195
Pinnacle Bancorp, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
TRUIST FINANCIAL CORP 320.00%0.00%0.00%Q2 2021Q3 20235
Resource Planning Group 320.15%0.17%0.18%Q1 2021Q2 20235
WESTERN FINANCIAL Corp 550.13%0.14%0.15%Q2 2021Q2 20225
West Coast Financial LLC 310.05%0.23%0.60%Q2 2016Q3 20185
Summit Financial Strategies, Inc. 310.26%0.29%0.36%Q4 2015Q4 20195
THOROUGHBRED FINANCIAL SERVICES, LLC 320.04%0.04%0.05%Q1 2022Q3 20235
Private Advisor Group, LLC 410.00%0.27%0.78%Q2 2020Q3 20235
THEORY FINANCIAL LLC 410.12%0.35%0.44%Q2 2022Q3 20235
Independent Advisor Alliance 550.01%0.06%0.22%Q3 2022Q3 20235
RAY GERALD L & ASSOCIATES LTD 550.04%0.07%0.08%Q3 2016Q3 20175
FRANKLIN RESOURCES INC 550.00%0.00%0.00%Q4 2020Q4 20215
Keebeck Wealth Management, LLC 441.79%2.18%2.37%Q3 2020Q2 20214
Cerro Pacific Wealth Advisors LLC 440.27%0.72%0.96%Q2 2022Q1 20234
Legacy Private Trust Co. 440.02%0.03%0.03%Q2 2021Q1 20224
REILLY FINANCIAL ADVISORS, LLC 310.00%0.00%0.00%Q3 2018Q4 20214
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 440.00%0.00%0.01%Q4 2017Q3 20184
Valmark Advisers, Inc. 440.05%0.06%0.06%Q4 2022Q3 20234
LaSalle St. Investment Advisors, LLC 440.54%0.94%1.38%Q4 2022Q3 20234
HAMEL ASSOCIATES, INC. 440.29%0.31%0.33%Q2 2021Q1 20224
BEACON FINANCIAL PLANNING, INC 449.58%9.78%10.01%Q4 2022Q3 20234
SVB WEALTH LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Savior LLC 440.04%0.08%0.11%Q3 2020Q2 20214
AlphaQ Advisors LLC 440.32%0.64%0.84%Q4 2022Q3 20234
Sebold Capital Management, Inc. 440.60%0.81%0.95%Q4 2022Q3 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
FINANCIAL CONSULATE, INC 440.43%0.57%0.85%Q4 2014Q3 20154
Milestone Investment Advisors LLC 440.14%0.15%0.16%Q4 2022Q3 20234
DOWLING & YAHNKE LLC 440.01%0.01%0.01%Q2 2021Q1 20224
Cassaday & Co Wealth Management LLC 440.02%0.02%0.02%Q4 2022Q3 20234
JUNCTURE WEALTH STRATEGIES, LLC 442.96%3.12%3.43%Q1 2023Q4 20234
St. James Investment Advisors, LLC 440.03%0.08%0.14%Q1 2022Q4 20224
Capital Advantage, Inc. 444.88%5.10%5.35%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.02%0.05%0.08%Q4 2022Q3 20234
Kozak & Associates, Inc. 440.00%0.00%0.00%Q3 2021Q2 20224
Glassman Wealth Services 310.00%0.00%0.01%Q3 2021Q3 20234
Laurel Wealth Advisors, Inc. 440.04%0.35%0.58%Q1 2022Q4 20224
Corient Private Wealth LLC 440.26%0.29%0.37%Q4 2022Q3 20234
Sterling Financial Planning, Inc. 440.01%0.01%0.01%Q4 2020Q3 20214
Atlas Private Wealth Advisors 440.00%0.00%0.01%Q4 2020Q3 20214
Strengthening Families & Communities, LLC 440.00%0.00%0.01%Q4 2021Q3 20224
WealthPLAN Partners, LLC 440.02%0.02%0.03%Q1 2023Q4 20234
Ameritas Investment Partners, Inc. 310.00%0.00%0.00%Q1 2020Q3 20234
FutureAdvisor, Inc. 441.03%3.17%4.70%Q4 2014Q3 20154
WealthTrust-Arizona, LLC 440.00%0.00%0.00%Q2 2014Q1 20154
SRS Capital Advisors, Inc. 210.00%0.00%0.00%Q4 2021Q3 20234
PRIVATE CAPITAL MANAGEMENT LLC 440.14%0.17%0.23%Q4 2022Q3 20234
Lakewood Asset Management LLC 440.80%0.96%1.03%Q4 2022Q3 20234
VIAWEALTH, LLC 440.28%0.30%0.35%Q4 2022Q3 20234
MorganRosel Wealth Management, LLC 440.26%1.61%2.94%Q4 2022Q3 20234
Tempus Wealth Planning, LLC 440.46%0.51%0.56%Q4 2022Q3 20234
Chevy Chase Trust Holdings, LLC 310.00%0.00%0.00%Q2 2014Q1 20234
Integrated Wealth Concepts LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Seed Wealth Management, Inc. 440.40%0.41%0.42%Q4 2022Q3 20234
Paradigm Financial Partners, LLC 310.05%0.07%0.10%Q4 2021Q3 20234
Nalls Sherbakoff Group, LLC 310.00%0.01%0.02%Q4 2018Q3 20234
WFA of San Diego, LLC 210.00%0.00%0.00%Q2 2022Q3 20234
RF&L WEALTH MANAGEMENT, LLC 441.43%1.47%1.51%Q4 2022Q3 20234
Werba Rubin Papier Wealth Management 440.08%0.09%0.09%Q4 2022Q3 20234
JBJ Investment Partners, LLC 440.32%1.18%2.90%Q1 2019Q4 20194
Sound Stewardship, LLC 443.29%3.33%3.36%Q4 2022Q3 20234
Waterford Advisors, LLC 444.29%4.55%4.98%Q4 2022Q3 20234
Hudock, Inc. 440.00%0.00%0.01%Q4 2021Q3 20224
Avior Wealth Management, LLC 220.00%0.00%0.00%Q3 2021Q3 20234
Farther Finance Advisors, LLC 440.05%0.08%0.10%Q4 2022Q3 20234
Verum Partners LLC 443.17%5.16%6.23%Q4 2022Q3 20234
Auto-Owners Insurance Co 448.76%8.87%9.00%Q4 2022Q3 20234
WFG Advisors, LP 440.01%0.01%0.01%Q3 2016Q2 20174
NORTHERN TRUST CORP 310.00%0.00%0.00%Q3 2020Q3 20234
Eudaimonia Partners, LLC 310.01%0.04%0.06%Q1 2021Q3 20234
Baird Financial Group, Inc. 440.00%0.01%0.02%Q4 2021Q3 20224
HUNTINGTON NATIONAL BANK 210.00%0.00%0.00%Q3 2018Q2 20234
REGIONS FINANCIAL CORP 441.71%2.09%2.67%Q4 2022Q3 20234
Centurion Wealth Management LLC 440.15%0.18%0.22%Q4 2022Q3 20234
Keudell/Morrison Wealth Management 441.42%1.85%3.06%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
GOFEN & GLOSSBERG LLC /IL/ 310.00%0.01%0.01%Q4 2021Q4 20224
Spectrum Management Group, LLC 440.01%0.01%0.02%Q4 2019Q3 20204
Clarius Group, LLC 440.18%0.60%1.16%Q4 2018Q3 20194
Clarus Wealth Advisors 440.02%0.03%0.04%Q2 2018Q1 20194
Mendel Capital Management LLC 330.52%0.95%1.26%Q1 2023Q3 20233
Treybourne Wealth Planners, Inc. 337.09%8.93%10.12%Q4 2020Q2 20213
WIPFLI FINANCIAL ADVISORS LLC, 330.06%0.06%0.06%Q1 2022Q3 20223
Ritter Daniher Financial Advisory LLC / DE 210.00%0.01%0.01%Q2 2022Q2 20233
Rollins Financial 330.10%0.58%0.92%Q1 2023Q3 20233
Independence Bank of Kentucky 330.00%0.00%0.00%Q1 2019Q3 20193
Strata Wealth Advisors, LLC 2115.63%15.76%15.93%Q4 2022Q3 20233
Secure Asset Management, LLC 330.14%0.36%0.48%Q1 2022Q3 20223
Newbridge Financial Services Group, Inc. 210.00%0.00%0.00%Q3 2021Q3 20223
TMD & ASSOCIATES, INC 331.06%1.35%1.78%Q4 2018Q2 20193
HCR Wealth Advisors 330.00%0.00%0.00%Q4 2019Q2 20203
Providence Capital Advisors, LLC 210.00%0.00%0.00%Q3 2022Q3 20233
MANUFACTURERS LIFE INSURANCE COMPANY, THE 330.00%0.00%0.00%Q4 2017Q2 20183
QCI ASSET MANAGEMENT INC/NY 330.04%0.05%0.06%Q1 2021Q3 20213
PCA Investment Advisory Services Inc. 330.37%0.40%0.43%Q1 2023Q3 20233
Balentine LLC 210.00%0.00%0.01%Q3 2021Q3 20233
ZRC WEALTH MANAGEMENT, LLC 331.02%1.05%1.09%Q1 2023Q3 20233
FORVIS Wealth Advisors, LLC 330.05%0.08%0.09%Q4 2015Q2 20163
Resolute Advisors LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Lido Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Austin Private Wealth, LLC 330.04%0.07%0.09%Q2 2021Q4 20213
Elmwood Wealth Management, Inc. 210.00%0.00%0.00%Q1 2021Q4 20213
Kabarec Financial Advisors, Ltd. 330.00%0.00%0.00%Q4 2017Q2 20183
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 333.17%3.26%3.36%Q1 2023Q3 20233
Mosaic Financial Partners, Inc. 330.37%0.96%1.48%Q4 2017Q2 20183
Ameritas Investment Company, LLC 110.01%0.01%0.01%Q3 2019Q1 20213
Argentus Capital Management, LLC 330.01%0.19%0.44%Q1 2016Q3 20163
Tanglewood Wealth Management, Inc. 210.03%0.06%0.09%Q3 2022Q2 20233
Mutual Advisors, LLC 210.04%0.16%0.38%Q2 2018Q2 20213
IMA Wealth, Inc. 331.25%1.30%1.40%Q2 2015Q4 20153
Merit Financial Group, LLC 330.01%0.02%0.03%Q2 2022Q4 20223
Sage Mountain Advisors LLC 210.00%0.00%0.00%Q4 2021Q3 20233
Gupta Wealth Management LLC 330.00%0.00%0.00%Q1 2015Q3 20153
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q2 2018Q1 20223
Commonwealth Equity Services, Inc 330.00%0.01%0.02%Q1 2017Q3 20173
WEBSTERROGERS FINANCIAL ADVISORS, LLC 330.39%0.43%0.48%Q2 2021Q4 20213
Global Trust Asset Management, LLC 110.00%0.07%0.20%Q2 2021Q3 20233
Pathway Financial Advisors LLC 330.03%0.03%0.04%Q4 2017Q2 20183
Avidian Wealth Solutions, LLC 330.05%0.08%0.11%Q1 2023Q3 20233
Acorn Wealth Advisors, LLC 330.03%0.03%0.03%Q4 2017Q2 20183
M&R CAPITAL MANAGEMENT INC 330.00%0.00%0.00%Q2 2023Q4 20233
Kavar Capital Partners, LLC 210.00%0.00%0.01%Q1 2018Q2 20193
Fisher Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q3 20233
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Integrated Investment Consultants, LLC 330.10%0.12%0.15%Q1 2023Q3 20233
Ironwood Financial, llc 210.00%0.00%0.00%Q3 2015Q3 20213
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 330.00%0.01%0.01%Q3 2018Q1 20193
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
Ethos Financial Group, LLC 332.02%2.24%2.45%Q1 2023Q3 20233
ATWOOD & PALMER INC 210.00%0.02%0.02%Q1 2019Q4 20193
ICA Group Wealth Management, LLC 330.02%0.02%0.02%Q4 2022Q2 20233
Aveo Capital Partners, LLC 330.55%0.61%0.64%Q1 2023Q3 20233
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2020Q3 20233
HARVEST GROUP WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
COMERICA BANK 210.00%0.00%0.00%Q4 2018Q3 20233
Endurance Wealth Management, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
SUMMITRY LLC 330.02%0.02%0.02%Q1 2019Q3 20193
Paragon Wealth Strategies, LLC 336.34%9.63%12.10%Q1 2023Q3 20233
D. SCOTT NEAL, INC. 330.64%2.42%3.45%Q1 2021Q3 20213
Consolidated Planning Corp 210.03%0.25%0.39%Q3 2021Q3 20233
Summit Financial Wealth Advisors, LLC 330.07%0.07%0.07%Q1 2018Q3 20183
CULLEN/FROST BANKERS, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
Lebenthal Global Advisors, LLC 337.40%8.94%10.84%Q2 2021Q4 20213
CENTRAL BANK & TRUST CO 330.00%0.00%0.00%Q4 2021Q2 20223
LIBERTY WEALTH MANAGEMENT LLC 110.00%0.26%0.76%Q2 2020Q1 20233
Cambridge Advisors Inc. 330.08%0.08%0.08%Q3 2017Q1 20183
Capital Advisors Wealth Management, LLC 333.98%5.21%6.16%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.01%0.01%0.01%Q4 2022Q3 20233
Archer Investment Corp 220.00%0.00%0.00%Q2 2023Q3 20232
Cornerstone Wealth Management, LLC 220.05%0.06%0.08%Q2 2018Q3 20182
SYM FINANCIAL Corp 220.00%0.00%0.00%Q2 2023Q3 20232
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Csenge Advisory Group 110.09%0.10%0.10%Q3 2021Q1 20222
Garde Capital, Inc. 220.05%0.07%0.08%Q2 2018Q3 20182
Rather & Kittrell, Inc. 220.20%0.21%0.22%Q4 2021Q1 20222
Trexquant Investment LP 110.01%0.04%0.08%Q2 2020Q1 20232
Horan Securities, Inc. 110.00%0.00%0.00%Q4 2020Q1 20232
JFS WEALTH ADVISORS, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
IBEX WEALTH ADVISORS 110.06%0.08%0.10%Q2 2019Q4 20192
Financial Planners of Cleveland, Inc. 220.13%0.24%0.34%Q4 2021Q1 20222
AlphaStar Capital Management, LLC 220.39%0.40%0.40%Q2 2018Q3 20182
Prospera Financial Services Inc 110.00%0.01%0.01%Q3 2020Q1 20222
FDx Advisors, Inc. 110.01%0.01%0.02%Q1 2018Q3 20182
FSM Wealth Advisors, LLC 220.12%0.12%0.12%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Golden State Wealth Management, LLC 110.00%0.00%0.00%Q1 2019Q3 20192
Lunt Capital Management, Inc. 221.30%1.31%1.32%Q2 2023Q3 20232
WEALTHSOURCE PARTNERS, LLC 220.03%0.05%0.07%Q1 2022Q2 20222
NorthCrest Asset Manangement, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
MYCIO WEALTH PARTNERS, LLC 110.00%0.01%0.02%Q2 2019Q4 20192
KM Capital Management Ltd. 222.31%2.31%2.31%Q4 2022Q1 20232
Northwest Capital Management Inc 220.07%0.07%0.07%Q2 2023Q3 20232
Hartford Financial Management Inc. 110.00%0.01%0.01%Q3 2017Q2 20182
One Charles Private Wealth Services, LLC 220.47%0.55%0.64%Q4 2019Q1 20202
SEVEN MILE ADVISORY 220.27%0.28%0.30%Q2 2023Q3 20232
Occidental Asset Management, LLC 220.38%0.43%0.48%Q2 2023Q3 20232
PRINCIPAL FINANCIAL GROUP INC 220.00%0.00%0.00%Q2 2021Q3 20212
CreativeOne Wealth, LLC 110.01%0.08%0.14%Q1 2019Q2 20212
Cherry Tree Wealth Management, LLC 221.82%1.85%1.87%Q2 2023Q3 20232
One Capital Management, LLC 220.04%0.49%0.94%Q1 2023Q2 20232
RITTER DANIHER FINANCIAL ADVISORY LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Planned Solutions, Inc. 220.03%0.03%0.03%Q3 2020Q4 20202
Corbenic Partners LLC 220.03%0.03%0.03%Q3 2017Q4 20172
Brouwer & Janachowski, LLC 110.01%0.02%0.02%Q1 2014Q2 20152
Headlands Technologies LLC 110.00%0.00%0.00%Q4 2022Q2 20232
DROMS STRAUSS ADVISORS INC /MO/ /ADV 220.21%0.24%0.28%Q4 2018Q1 20192
Fortis Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
FIDUCIARY TRUST INTERNATIONAL LLC 220.08%0.09%0.09%Q4 2019Q1 20202
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q4 2017Q3 20192
Tevis Investment Management 110.18%0.20%0.21%Q4 2021Q1 20232
Catalyst Wealth Management, LLC 220.31%0.33%0.36%Q4 2022Q1 20232
Lifeworks Advisors, LLC 220.13%0.15%0.18%Q1 2022Q2 20222
Paradigm, Strategies in Wealth Management, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
HAZLETT, BURT & WATSON, INC. 220.00%0.01%0.01%Q3 2022Q4 20222
Consilium Wealth Advisory, LLC 221.08%1.11%1.14%Q4 2021Q1 20222
Jane Street Holding, LLC 220.00%0.02%0.05%Q3 2013Q4 20132
Hexagon Capital Partners LLC 220.00%0.00%0.00%Q2 2021Q3 20212
FIRST NATIONAL CORP /MA/ /ADV 220.04%0.05%0.06%Q4 2018Q1 20192
UMB Bank, n.a. 220.00%0.00%0.00%Q4 2021Q1 20222
Modera Wealth Management, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
American Trust 220.96%1.07%1.18%Q2 2023Q3 20232
Advisors Preferred, LLC 220.03%0.04%0.04%Q4 2020Q1 20212
Worth Asset Management, LLC 110.01%0.02%0.04%Q2 2022Q1 20232
Nachman Norwood & Parrott, Inc 110.02%0.02%0.02%Q3 2020Q2 20212
Kernodle & Katon Asset Management Group, LLC 220.00%0.00%0.01%Q4 2016Q1 20172
Revisor Wealth Management LLC 220.59%0.66%0.74%Q1 2023Q2 20232
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q4 2019Q1 20202
Hanson & Doremus Investment Management 220.01%0.01%0.01%Q4 2014Q1 20152
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Nicholas Hoffman & Company, LLC. 220.01%0.01%0.02%Q2 2023Q3 20232
Virtu Financial LLC 110.02%0.02%0.02%Q3 2017Q2 20182
Good Life Advisors, LLC 220.02%0.03%0.04%Q2 2023Q3 20232
Intelligence Driven Advisers, LLC 110.07%0.10%0.13%Q1 2020Q3 20222
Avantax Planning Partners, Inc. 110.01%0.01%0.01%Q1 2018Q3 20182
EVERGREEN CAPITAL MANAGEMENT LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Filbrandt Wealth Management, LLC 110.00%0.01%0.01%Q1 2020Q2 20212
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Sutton Wealth Advisors Inc. 110.00%0.00%0.00%Q2 2021Q4 20212
Cornerstone Management, Inc. 220.54%0.54%0.55%Q1 2018Q2 20182
Sugarloaf Wealth Management, LLC 220.08%0.08%0.08%Q2 2023Q3 20232
Financial Connections Group, Inc. 220.01%0.01%0.01%Q4 2021Q1 20222
Crescent Sterling, Ltd. 220.20%0.24%0.28%Q2 2023Q3 20232
ELM ADVISORS, LLC 110.01%0.01%0.02%Q3 2018Q4 20202
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q4 2022Q2 20232
Truvestments Capital LLC 220.00%0.00%0.00%Q2 2022Q3 20222
CREDIT SUISSE AG/ 110.02%0.02%0.02%Q3 2020Q3 20201
Wealthspire Advisors, L.P. 110.00%0.00%0.00%Q1 2019Q1 20191
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 110.00%0.00%0.00%Q1 2022Q1 20221
Acropolis Investment Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Liberty Capital Management, Inc. 110.09%0.09%0.09%Q4 2022Q4 20221
Allen Capital Group, LLC 110.50%0.50%0.50%Q4 2022Q4 20221
Strategic Asset Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
CATALYST PRIVATE WEALTH, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Apeiron RIA LLC 110.09%0.09%0.09%Q4 2021Q4 20211
Personal Wealth Partners 110.01%0.01%0.01%Q2 2021Q2 20211
BAKER TILLY WEALTH MANAGEMENT, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
OLD NATIONAL BANCORP /IN/ 110.01%0.01%0.01%Q1 2015Q1 20151
Paloma Partners Management Co 110.00%0.00%0.00%Q2 2020Q2 20201
SouthState Corp 110.00%0.00%0.00%Q4 2022Q4 20221
San Luis Wealth Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Aquire Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Drexel Morgan & Co. 110.47%0.47%0.47%Q2 2021Q2 20211
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Chicago Wealth Management, Inc. 110.24%0.24%0.24%Q4 2019Q4 20191
BBR PARTNERS, LLC 110.05%0.05%0.05%Q1 2017Q1 20171
Coyle Financial Counsel LLC 110.04%0.04%0.04%Q2 2018Q2 20181
SFMG, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Buffington Mohr McNeal 110.02%0.02%0.02%Q1 2019Q1 20191
Roble, Belko & Company, Inc 110.00%0.00%0.00%Q1 2015Q1 20151
PVG Asset Management 110.14%0.14%0.14%Q2 2016Q2 20161
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q4 2021Q4 20211
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q4 2018Q4 20181
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Surevest, LLC 110.33%0.33%0.33%Q4 2019Q4 20191
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Capital Investment Advisors, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Pacific Center for Financial Services 110.01%0.01%0.01%Q3 2021Q3 20211
Traverso Chambers Private Wealth Management, LLC 110.17%0.17%0.17%Q4 2019Q4 20191
MOTCO 110.00%0.00%0.00%Q3 2023Q3 20231
Manchester Capital Management LLC 110.00%0.00%0.00%Q2 2020Q2 20201
BESSEMER GROUP INC 110.00%0.00%0.00%Q1 2020Q1 20201
RFG Advisory, LLC 110.05%0.05%0.05%Q3 2022Q3 20221
American Financial Network Advisory Services LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Marquette Asset Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q2 2022Q2 20221
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BANYAN CAPITAL MANAGEMENT, INC. 110.53%0.53%0.53%Q4 2018Q4 20181
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Mainsail Financial Group, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
Bristlecone Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Berman Capital Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Graves Light Lenhart Wealth, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Moisand Fitzgerald Tamayo, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Winch Advisory Services, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
MACROVIEW INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Cullen Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
TOWNSQUARE CAPITAL LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Evolution Advisers, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Pallas Capital Advisors LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Neuberger Berman Group LLC 110.00%0.00%0.00%Q4 2019Q4 20191
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Lake Point Wealth Management 110.02%0.02%0.02%Q2 2021Q2 20211
Beaird Harris Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Balboa Wealth Partners 110.07%0.07%0.07%Q2 2023Q2 20231
WHITTIER TRUST CO 110.00%0.00%0.00%Q1 2019Q1 20191
FourThought Financial, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
SEI INVESTMENTS CO 110.00%0.00%0.00%Q2 2018Q2 20181
Beacon Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
EWG Elevate Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
Regal Investment Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Strategic Investment Solutions, Inc. /IL 110.00%0.00%0.00%Q1 2023Q1 20231
Level Financial Advisors 110.00%0.00%0.00%Q2 2022Q2 20221
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q2 2023Q2 20231
Wedmont Private Capital 110.03%0.03%0.03%Q3 2023Q3 20231
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Arjuna Capital 110.04%0.04%0.04%Q2 2021Q2 20211
PEOPLES BANK /OH 111.09%1.09%1.09%Q3 2023Q3 20231
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q2 2022Q2 20221
Empowered Funds, LLC 111.04%1.04%1.04%Q2 2021Q2 20211
Pinnacle Advisory Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Choate Investment Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Morling Financial Advisors, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Charter Oak Capital Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
First Command Bank 110.00%0.00%0.00%Q1 2021Q1 20211
Institute for Wealth Management, LLC. 110.02%0.02%0.02%Q4 2019Q4 20191
Precision Wealth Strategies, LLC 110.42%0.42%0.42%Q3 2023Q3 20231
FNY Investment Advisers, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
KEB ASSET MANAGEMENT, LLC 110.39%0.39%0.39%Q4 2021Q4 20211
SevenBridge Financial Group, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
BRIGHTON JONES LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Maryland Capital Management 110.03%0.03%0.03%Q4 2017Q4 20171
Biltmore Capital Advisors LLC 110.09%0.09%0.09%Q4 2021Q4 20211
Prime Capital Investment Advisors, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Financial Advantage, Inc. 110.01%0.01%0.01%Q2 2020Q2 20201
Lansing Street Advisors 110.03%0.03%0.03%Q1 2022Q1 20221
Pekin Hardy Strauss, Inc. 110.07%0.07%0.07%Q4 2014Q4 20141
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
MARSHALL & SULLIVAN INC /WA/ 110.00%0.00%0.00%Q2 2018Q2 20181
USA FINANCIAL FORMULAS 110.00%0.00%0.00%Q4 2018Q4 20181
Element Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
First Personal Financial Services 110.00%0.00%0.00%Q3 2022Q3 20221
Granite Bay Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
C M BIDWELL & ASSOCIATES LTD 110.00%0.00%0.00%Q4 2022Q4 20221
LITTLE HOUSE CAPITAL LLC 110.05%0.05%0.05%Q1 2019Q1 20191
Sharkey, Howes & Javer 110.00%0.00%0.00%Q1 2015Q1 20151
SHEETS SMITH WEALTH MANAGEMENT 110.01%0.01%0.01%Q3 2023Q3 20231
Prosperity Wealth Management, Inc. 110.72%0.72%0.72%Q3 2023Q3 20231
CABANA LLC 110.00%0.00%0.00%Q2 2020Q2 20201
CAROLINAS WEALTH CONSULTING LLC 110.10%0.10%0.10%Q1 2020Q1 20201
Silicon Valley Capital Partners 110.01%0.01%0.01%Q1 2023Q1 20231
MANCHESTER FINANCIAL INC 110.00%0.00%0.00%Q2 2019Q2 20191
Parkside Financial Bank & Trust 110.00%0.00%0.00%Q3 2021Q3 20211
Procyon Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Lion Street Advisors, LLC 110.28%0.28%0.28%Q2 2023Q2 20231
Capital Advisory Group Advisory Services, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Family Capital Trust Co 110.01%0.01%0.01%Q3 2023Q3 20231
ALBION FINANCIAL GROUP /UT 110.00%0.00%0.00%Q4 2022Q4 20221
KING LUTHER CAPITAL MANAGEMENT CORP 110.00%0.00%0.00%Q4 2017Q4 20171
Artemis Wealth Advisors, LLC 110.05%0.05%0.05%Q2 2022Q2 20221
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
Herold Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Cordant, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Transform Wealth, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
First Command Financial Services, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
TRUEWEALTH LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Safeguard Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Creative Capital Management Investments LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FLPUTNAM INVESTMENT MANAGEMENT CO 110.01%0.01%0.01%Q2 2023Q2 20231
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2022Q3 20221
ST GERMAIN D J CO INC 110.03%0.03%0.03%Q3 2023Q3 20231
New England Private Wealth Advisors LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Colonial River Wealth Management, LLC 111.65%1.65%1.65%Q3 2021Q3 20211
Team Financial Group, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Arlington Partners LLC 110.02%0.02%0.02%Q2 2023Q2 20231
O'Dell Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Strategic Advocates LLC 110.19%0.19%0.19%Q3 2023Q3 20231
DB Wealth Management Group, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
LifeSteps Financial, Inc. 110.27%0.27%0.27%Q4 2019Q4 20191
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Karp Capital Management Corp 110.00%0.00%0.00%Q4 2018Q4 20181
WEST PACES ADVISORS INC. 110.01%0.01%0.01%Q2 2021Q2 20211
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Kovack Advisors, Inc. 110.05%0.05%0.05%Q3 2020Q3 20201
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Reby Advisors, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Wambolt & Associates, LLC 110.13%0.13%0.13%Q1 2023Q1 20231
Thor Advisors, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
OLD MISSION CAPITAL, LLC 110.03%0.03%0.03%Q4 2016Q4 20161
WCG Wealth Advisors LLC 110.03%0.03%0.03%Q3 2023Q3 20231
External links

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