SCHWAB STRATEGIC TR shareholder history

Current and past SCHWAB STRATEGIC TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ProVise Management Group, LLC 39390.16%0.66%0.88%Q1 2014Q3 202339
ROYAL BANK OF CANADA 3630.00%0.00%0.00%Q4 2013Q3 202339
Creative Planning 3350.00%0.00%0.01%Q1 2014Q3 202338
US BANCORP \DE\ 19180.00%0.00%0.00%Q2 2014Q3 202337
Mariner, LLC 36360.01%0.03%0.09%Q4 2014Q3 202336
VALLEY NATIONAL ADVISERS INC 36360.02%0.25%0.72%Q4 2014Q3 202336
Financial Architects, Inc 3240.01%0.40%0.72%Q2 2014Q2 202336
Roof Eidam Maycock Peralta, LLC 36360.09%0.34%0.93%Q4 2014Q3 202336
BANK OF AMERICA CORP /DE/ 35350.00%0.00%0.00%Q1 2015Q3 202335
Charles Schwab Investment Advisory, Inc. 35351.23%4.96%7.06%Q1 2015Q3 202335
MORGAN STANLEY 3010.00%0.00%0.00%Q1 2014Q3 202333
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 32320.02%1.16%3.90%Q1 2015Q4 202232
UBS Group AG 2930.00%0.00%0.01%Q3 2015Q3 202332
WELLS FARGO & COMPANY/MN 3010.00%0.00%0.00%Q2 2015Q3 202331
Tower Research Capital LLC (TRC) 1410.00%0.04%0.14%Q1 2014Q3 202331
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2010.00%0.00%0.00%Q3 2013Q3 202331
Asset Dedication, LLC 2650.00%0.13%0.43%Q4 2015Q3 202331
IFP Advisors, Inc 17140.01%0.06%0.16%Q4 2015Q3 202331
UNITED CAPITAL FINANCIAL ADVISORS, LLC 20100.00%0.04%0.07%Q2 2015Q1 202330
FAS Wealth Partners, Inc. 30300.00%0.10%0.19%Q2 2016Q3 202330
BlackRock Inc. 30300.00%0.00%0.00%Q4 2015Q1 202330
LPL Financial LLC 2820.00%0.00%0.00%Q4 2015Q3 202330
CITIGROUP INC 1610.00%0.00%0.00%Q4 2014Q3 202329
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28280.00%0.00%0.00%Q4 2016Q3 202328
AMERIPRISE FINANCIAL INC 2170.00%0.00%0.01%Q2 2016Q3 202328
TIEDEMANN ADVISORS, LLC 28280.02%0.15%1.36%Q4 2016Q3 202328
Riverpoint Wealth Management Holdings, LLC 28283.57%6.13%8.58%Q4 2016Q3 202328
Cambridge Investment Research Advisors, Inc. 16120.00%0.03%0.06%Q2 2016Q3 202328
CAHILL FINANCIAL ADVISORS INC 28280.10%0.16%0.23%Q4 2016Q3 202328
Texas Yale Capital Corp. 28280.15%0.20%0.30%Q4 2016Q3 202328
Cambridge Advisors Inc. 28280.08%0.23%0.36%Q4 2016Q3 202328
ENVESTNET ASSET MANAGEMENT INC 1220.00%0.00%0.01%Q3 2015Q3 202328
PNC FINANCIAL SERVICES GROUP, INC. 2520.00%0.00%0.00%Q2 2015Q3 202327
JANICZEK WEALTH MANAGEMENT, LLC 26260.17%3.49%7.69%Q2 2017Q3 202326
Steward Partners Investment Advisory, LLC 1870.00%0.00%0.01%Q1 2017Q3 202325
Brouwer & Janachowski, LLC 2310.01%4.21%10.23%Q1 2014Q3 202125
AdvisorNet Financial, Inc 24240.03%0.05%0.07%Q4 2017Q3 202324
Arlington Financial Advisors, LLC 24242.21%5.58%6.72%Q4 2017Q3 202324
Gemmer Asset Management LLC 1260.00%1.12%2.65%Q1 2014Q3 202324
McIlrath & Eck, LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
FOSTER & MOTLEY INC 24240.03%0.66%1.12%Q4 2017Q3 202324
Frontier Wealth Management LLC 24240.02%0.37%0.83%Q3 2016Q2 202224
Front Row Advisors LLC 24240.02%0.03%0.04%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.01%0.04%0.08%Q4 2017Q3 202324
First Command Advisory Services, Inc. 24240.00%1.86%10.36%Q4 2017Q3 202324
PrairieView Partners, LLC 24240.09%0.33%0.51%Q4 2017Q3 202324
McAdam, LLC 23230.00%1.45%2.68%Q1 2018Q3 202323
JPMORGAN CHASE & CO 2210.00%0.00%0.00%Q2 2016Q3 202323
Relaxing Retirement Coach 23230.06%0.92%1.94%Q4 2017Q2 202323
Pacific Wealth Strategies Group, Inc. 1310.22%1.34%3.50%Q4 2016Q4 202223
Vigilant Capital Management, LLC 2210.00%1.73%2.62%Q4 2014Q4 202123
Carroll Financial Associates, Inc. 23230.00%0.03%0.04%Q2 2016Q4 202123
Allworth Financial LP 2120.00%0.00%0.02%Q1 2017Q3 202323
Financial Management Professionals, Inc. 22220.00%0.00%0.00%Q2 2018Q3 202322
Citadel Advisors 810.00%0.00%0.00%Q1 2015Q3 202322
LBMC INVESTMENT ADVISORS, LLC 22220.04%0.06%0.07%Q2 2018Q3 202322
Sargent Bickham Lagudis LLC 22220.00%0.00%0.01%Q3 2017Q4 202222
Anchor Investment Management, LLC 22220.00%0.00%0.00%Q3 2018Q4 202322
JANE STREET GROUP, LLC 610.00%0.01%0.02%Q2 2014Q3 202222
Brinker Capital Investments, LLC 21210.07%0.34%1.11%Q4 2017Q4 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Parallel Advisors, LLC 21210.00%0.01%0.04%Q3 2018Q3 202321
LADENBURG THALMANN FINANCIAL SERVICES INC. 21210.00%0.06%0.16%Q4 2014Q4 201921
Callan Capital, LLC 21210.22%1.19%2.36%Q3 2018Q3 202321
LVW Advisors, LLC 21210.08%0.18%0.80%Q4 2014Q4 201921
Foster Victor Wealth Advisors, LLC 20200.03%0.15%0.37%Q4 2018Q3 202320
Cedar Wealth Management, LLC 20200.00%0.35%0.67%Q3 2018Q2 202320
BLAIR WILLIAM & CO/IL 1370.00%0.00%0.00%Q1 2018Q3 202320
HHM Wealth Advisors, LLC 20200.52%0.77%1.07%Q4 2018Q3 202320
REGENTATLANTIC CAPITAL LLC 20200.02%0.64%2.01%Q4 2017Q3 202220
Kelman-Lazarov, Inc. 20200.12%0.55%0.86%Q4 2018Q3 202320
HOWARD FINANCIAL SERVICES, LTD. 20200.15%0.42%1.09%Q4 2018Q3 202320
RESTON WEALTH MANAGEMENT LLC 20200.73%1.18%2.01%Q4 2018Q3 202320
FMR LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
MOLLER WEALTH PARTNERS 19190.30%5.95%7.97%Q1 2019Q3 202319
MARK SHEPTOFF FINANCIAL PLANNING, LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
SIGNATUREFD, LLC 1120.00%0.00%0.01%Q3 2015Q3 202319
First Command Financial Services, Inc. 19190.00%0.96%9.13%Q4 2017Q2 202219
CABOT WEALTH MANAGEMENT INC 1360.05%0.43%0.64%Q4 2015Q3 202319
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 19190.00%0.05%0.30%Q1 2019Q3 202319
American Portfolios Advisors 1540.00%0.00%0.01%Q4 2017Q3 202219
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
COMMONWEALTH EQUITY SERVICES, LLC 1110.00%0.00%0.00%Q4 2017Q3 202319
TSFG, LLC 19190.00%0.01%0.02%Q1 2019Q3 202319
Opes Wealth Management LLC 19190.37%1.97%3.92%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.00%0.01%0.01%Q1 2019Q3 202319
Clarius Group, LLC 19191.05%4.21%5.26%Q1 2019Q3 202319
First Command Bank 19190.00%0.05%0.21%Q4 2017Q2 202219
Advisory Services Network, LLC 1210.00%0.00%0.01%Q1 2016Q1 202318
CAPTRUST FINANCIAL ADVISORS 1440.00%0.01%0.01%Q4 2018Q3 202318
HighTower Advisors, LLC 1410.00%0.01%0.03%Q3 2018Q3 202318
LEAVELL INVESTMENT MANAGEMENT, INC. 18180.03%0.05%0.09%Q2 2019Q3 202318
WADDELL & ASSOCIATES, LLC 18180.54%6.41%10.44%Q2 2019Q3 202318
LINCOLN NATIONAL CORP 17170.05%0.29%0.34%Q3 2019Q3 202317
GLENMEDE TRUST CO NA 910.00%0.00%0.00%Q4 2018Q3 202317
Raymond James Financial Services Advisors, Inc. 1340.00%0.00%0.00%Q1 2019Q3 202317
Charles Schwab Trust Co 17170.07%1.26%2.70%Q3 2019Q3 202317
Aptus Capital Advisors, LLC 17170.00%0.00%0.01%Q3 2019Q3 202317
ATLAS CAPITAL ADVISORS LLC 1250.00%0.00%0.00%Q2 2019Q3 202317
FINANCIAL CONSULATE, INC 17170.22%0.44%0.86%Q4 2014Q4 201817
COLONY GROUP LLC 17170.01%0.01%0.02%Q3 2019Q3 202317
ROWLAND CARMICHAEL ADVISORS INC /ADV 17170.02%0.17%0.27%Q1 2016Q1 202017
WESPAC Advisors, LLC 650.15%0.31%0.83%Q3 2014Q1 201916
Lowe Wealth Advisors, LLC 880.00%0.00%0.00%Q3 2018Q4 202316
HOWE & RUSLING INC 1510.00%0.02%0.03%Q3 2019Q3 202316
MADISON WEALTH MANAGEMENT 16160.16%0.86%1.73%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.00%0.03%0.11%Q4 2019Q3 202316
Perigon Wealth Management, LLC 810.01%0.13%1.84%Q3 2011Q3 202316
CVA Family Office, LLC 16160.17%0.31%0.91%Q4 2019Q3 202316
Rockefeller Capital Management L.P. 16160.00%0.00%0.00%Q2 2019Q1 202316
Strategic Advisors LLC 16160.27%1.02%1.54%Q1 2016Q4 201916
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.16%0.23%0.38%Q4 2019Q3 202316
Resonant Capital Advisors, LLC 16160.72%2.44%3.37%Q4 2019Q3 202316
Patriot Financial Group Insurance Agency, LLC 16160.00%0.01%0.01%Q4 2016Q3 202016
Your Advocates Ltd., LLP 16161.35%2.98%7.33%Q4 2019Q3 202316
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1020.02%0.04%0.07%Q2 2018Q3 202316
BerganKDV Wealth Management, LLC 810.00%0.00%0.04%Q2 2018Q2 202316
M&T BANK CORP 15150.00%0.00%0.00%Q1 2016Q3 201915
TOTAL INVESTMENT MANAGEMENT INC 1410.17%0.20%0.24%Q4 2016Q1 202115
AlphaCore Capital LLC 960.00%0.01%0.06%Q4 2019Q3 202315
Retirement Group, LLC 1410.03%0.21%0.47%Q4 2019Q3 202315
Gratus Capital, LLC 15150.02%0.07%0.12%Q3 2018Q1 202215
Delphi Private Advisors LLC 151515.44%22.73%28.98%Q4 2015Q2 201915
Advisor Group, Inc. 15150.00%0.01%0.02%Q2 2016Q4 201915
Clearstead Advisors, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
West Coast Financial LLC 15150.17%0.27%0.56%Q2 2016Q4 201915
JNBA Financial Advisors 15150.00%0.00%0.00%Q1 2020Q3 202315
Opus Capital Group, LLC 15150.08%0.09%0.11%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
BUCKINGHAM STRATEGIC WEALTH, LLC 15150.02%0.05%0.12%Q1 2020Q3 202315
Savant Capital, LLC 15150.11%0.28%0.43%Q1 2020Q3 202315
EXENCIAL WEALTH ADVISORS, LLC 870.04%0.26%0.36%Q4 2019Q3 202315
PFG Advisors 540.02%0.04%0.07%Q4 2018Q3 202314
Plante Moran Financial Advisors, LLC 1110.00%0.01%0.03%Q3 2017Q3 202314
Alpha Omega Wealth Management LLC 1220.04%0.10%0.19%Q1 2019Q3 202314
TCI Wealth Advisors, Inc. 710.00%0.01%0.04%Q3 2013Q3 202214
Wade Financial Advisory, Inc 1310.14%0.20%0.34%Q4 2019Q3 202314
DDD Partners, LLC 14140.08%0.09%0.11%Q2 2020Q3 202314
Tortoise Investment Management, LLC 860.00%0.00%0.00%Q2 2018Q1 202314
Summit Financial Wealth Advisors, LLC 640.04%0.07%0.10%Q4 2017Q4 202114
Global Retirement Partners, LLC 770.00%0.01%0.01%Q1 2020Q3 202314
Integrated Advisors Network LLC 1310.01%0.02%0.03%Q4 2019Q2 202314
RHS Financial, LLC 1310.22%0.63%1.64%Q4 2018Q3 202314
BANK OF MONTREAL /CAN/ 910.00%0.00%0.00%Q1 2014Q3 202314
Southern Wealth Management, LLP 14140.10%0.37%0.73%Q4 2019Q1 202314
Kathmere Capital Management, LLC 14140.40%1.56%2.30%Q2 2020Q3 202314
Jackson Creek Investment Advisors LLC 13130.14%0.21%0.25%Q3 2020Q3 202313
True North Advisors, LLC 620.32%0.84%1.39%Q4 2019Q3 202313
Adero Partners, LLC 1210.03%0.31%0.82%Q4 2019Q3 202313
MCF Advisors LLC 720.00%0.01%0.02%Q2 2019Q3 202313
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 13130.04%0.05%0.07%Q3 2020Q3 202313
Lenox Wealth Advisors, LLC 13130.00%0.00%0.01%Q1 2019Q1 202213
J. L. Bainbridge & Co., Inc. 1210.03%0.03%0.04%Q4 2019Q3 202313
Sandy Spring Bank 630.00%0.00%0.00%Q1 2014Q3 202313
First Pacific Financial 13138.21%10.10%12.33%Q3 2020Q3 202313
GOLDMAN SACHS GROUP INC 620.00%0.00%0.00%Q2 2019Q1 202313
CAROLINAS WEALTH CONSULTING LLC 13130.00%0.03%0.31%Q4 2019Q4 202213
APPLETON PARTNERS INC/MA 12120.03%0.03%0.04%Q1 2021Q4 202312
Prairiewood Capital, LLC 12128.91%11.40%14.36%Q4 2020Q3 202312
Sonora Investment Management, LLC 810.00%0.00%0.00%Q2 2016Q3 202112
Edge Wealth Management LLC 12120.00%0.00%0.01%Q3 2017Q2 202012
Apollon Wealth Management, LLC 12120.07%0.13%0.25%Q4 2020Q3 202312
Waterfront Wealth Inc. 12120.38%0.64%1.65%Q4 2020Q3 202312
HM PAYSON & CO 1020.00%0.00%0.00%Q2 2019Q2 202312
SALEM INVESTMENT COUNSELORS INC 12120.00%0.00%0.00%Q4 2020Q3 202312
CreativeOne Wealth, LLC 840.01%1.39%6.88%Q1 2018Q3 202112
Chicago Partners Investment Group LLC 530.00%0.01%0.02%Q3 2017Q3 202312
NEXT Financial Group, Inc 610.00%0.00%0.01%Q4 2018Q4 202111
Bogart Wealth, LLC 830.00%0.00%0.00%Q1 2020Q3 202311
Dynamic Advisor Solutions LLC 620.01%0.05%0.16%Q2 2019Q3 202311
Capital Asset Advisory Services LLC 11110.00%0.00%0.00%Q1 2020Q3 202211
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
CWM, LLC 710.00%0.00%0.00%Q3 2017Q3 202311
Addison Advisors LLC 1011.09%1.54%2.15%Q4 2020Q3 202311
Horan Securities, Inc. 830.01%0.03%0.26%Q4 2020Q3 202311
MUFG Americas Holdings Corp 650.00%0.00%0.00%Q4 2018Q3 202211
Moisand Fitzgerald Tamayo, LLC 650.00%0.00%0.01%Q4 2020Q3 202311
Bedel Financial Consulting, Inc. 830.00%0.01%0.04%Q1 2018Q1 202211
SOL Capital Management CO 920.06%0.07%0.07%Q3 2016Q4 201911
ADIRONDACK TRUST CO 11110.01%0.01%0.01%Q1 2021Q3 202311
STIFEL FINANCIAL CORP 830.00%0.00%0.01%Q1 2018Q3 202311
Cerity Partners LLC 10100.00%0.04%0.10%Q2 2021Q3 202310
EMFO, LLC 10100.38%0.50%0.63%Q2 2021Q3 202310
NORTHERN TRUST CORP 10100.00%0.00%0.00%Q2 2021Q3 202310
Covenant Multifamily Offices, LLC 10100.14%0.17%0.20%Q2 2019Q3 202110
Syverson Strege & Co 10100.01%0.35%0.60%Q4 2020Q1 202310
SHEETS SMITH WEALTH MANAGEMENT 910.02%0.09%0.13%Q1 2018Q3 202310
Beacon Pointe Advisors, LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
Austin Private Wealth, LLC 10100.05%0.11%0.19%Q2 2021Q3 202310
DEUTSCHE BANK AG\ 610.00%0.00%0.00%Q3 2018Q4 202210
GPS Wealth Strategies Group, LLC 730.00%0.00%0.00%Q1 2021Q3 202310
Asset Planning Services, Ltd. 10100.03%0.04%0.06%Q2 2017Q3 201910
JOHNSON INVESTMENT COUNSEL INC 510.00%0.00%0.01%Q4 2018Q2 202310
EP Wealth Advisors, LLC 910.01%0.01%0.03%Q1 2021Q3 202310
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 810.00%0.02%0.04%Q1 2014Q1 202210
Focused Wealth Management, Inc 10100.00%0.00%0.00%Q3 2020Q4 202210
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Key FInancial Inc 10100.00%0.00%0.00%Q2 2021Q3 202310
Paragon Capital Management LLC 640.11%0.13%0.13%Q1 2021Q3 202310
Geneos Wealth Management Inc. 10100.00%0.00%0.00%Q2 2021Q3 202310
J.P. Morgan Private Wealth Advisors LLC 510.00%0.00%0.00%Q2 2018Q3 202310
Valeo Financial Advisors, LLC 430.00%0.01%0.01%Q2 2018Q1 202110
Opes Advisors Inc 993.24%3.83%4.30%Q4 2016Q4 20189
CAPITAL ONE FINANCIAL CORP 990.83%1.08%1.66%Q1 2020Q1 20229
HENGEHOLD CAPITAL MANAGEMENT LLC 990.14%0.20%0.32%Q4 2014Q4 20169
Investors Research Corp 990.01%0.01%0.01%Q3 2021Q3 20239
Continuum Advisory, LLC 990.07%0.10%0.15%Q3 2021Q3 20239
FLOW TRADERS U.S. LLC 320.02%0.08%0.19%Q2 2020Q2 20239
AE Wealth Management LLC 510.00%0.00%0.01%Q1 2021Q3 20239
OneDigital Investment Advisors LLC 990.01%0.01%0.02%Q2 2017Q2 20199
CREATIVE FINANCIAL DESIGNS INC /ADV 810.00%0.00%0.01%Q2 2021Q3 20239
STUDIO INVESTMENT MANAGEMENT LLC 990.00%0.09%0.22%Q3 2021Q3 20239
361 CAPITAL LLC 990.05%0.09%0.14%Q2 2018Q2 20209
Kozak & Associates, Inc. 990.00%0.00%0.00%Q3 2021Q3 20239
McClarren Financial Advisors, Inc. 540.03%0.03%0.03%Q2 2021Q3 20239
BRIGHTON JONES LLC 540.01%0.01%0.02%Q2 2021Q3 20239
MSI Financial Services Inc 990.00%0.00%0.00%Q4 2014Q4 20169
Capital Investment Advisory Services, LLC 810.00%0.05%0.06%Q1 2021Q3 20239
Robbins Farley 990.00%0.00%0.01%Q1 2021Q1 20239
TimeScale Financial, Inc. 990.00%0.00%0.00%Q2 2021Q2 20239
MML INVESTORS SERVICES, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Personal Capital Advisors Corp 880.00%0.00%0.00%Q1 2021Q4 20228
Capital Analysts, LLC 710.00%0.00%0.00%Q4 2020Q3 20238
Washington Trust Advisors, Inc. 880.09%0.25%0.43%Q4 2021Q3 20238
MORRIS FINANCIAL CONCEPTS, INC. 880.18%0.23%0.29%Q4 2021Q3 20238
Aspire Wealth Management Corp 880.04%0.23%0.41%Q4 2021Q3 20238
TD Capital Management LLC 530.00%0.01%0.01%Q2 2021Q3 20238
Clay Northam Wealth Management, LLC 880.49%0.54%0.59%Q4 2021Q3 20238
Shore Point Advisors, LLC 885.11%5.52%6.15%Q4 2021Q3 20238
Larson Financial Group LLC 710.00%0.00%0.01%Q4 2019Q3 20238
Red Door Wealth Management, LLC 710.00%0.09%0.12%Q2 2021Q3 20238
FIFTH THIRD BANCORP 210.00%0.00%0.00%Q3 2015Q3 20238
Renaissance Technologies 420.00%0.00%0.00%Q2 2021Q3 20238
CIDEL ASSET MANAGEMENT INC 880.02%0.02%0.02%Q4 2021Q3 20238
SCOTIA CAPITAL INC. 880.00%0.01%0.01%Q4 2016Q3 20188
Ironwood Investment Counsel, LLC 880.17%0.80%1.74%Q4 2021Q3 20238
Betterment LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.68%2.25%3.68%Q3 2021Q3 20238
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.04%0.09%0.11%Q4 2021Q3 20238
SHINE INVESTMENT ADVISORY SERVICES INC 880.01%0.02%0.02%Q4 2018Q3 20208
Gradient Investments LLC 210.00%0.00%0.00%Q2 2017Q3 20238
COLLECTIVE FAMILY OFFICE LLC 880.38%1.85%2.93%Q4 2021Q3 20238
HARBOUR INVESTMENTS, INC. 610.00%0.00%0.00%Q1 2021Q3 20238
Arkadios Wealth Advisors 880.00%0.00%0.00%Q4 2019Q3 20218
Rainsberger Wealth Advisors, Inc. 883.24%3.47%3.88%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Janney Montgomery Scott LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Huber Financial Advisors, LLC 880.19%0.62%1.55%Q2 2018Q1 20208
ASSETMARK, INC 610.00%0.03%0.04%Q3 2016Q3 20238
Byrne Asset Management LLC 880.00%0.00%0.00%Q4 2021Q3 20238
AVANTAX ADVISORY SERVICES, INC. 710.00%0.01%0.03%Q3 2020Q3 20238
Ackerman Capital Advisors, LLC 510.02%1.39%3.10%Q2 2017Q4 20198
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.02%0.05%0.08%Q1 2022Q3 20237
Jacobi Capital Management LLC 610.00%0.00%0.00%Q2 2018Q3 20217
CUTLER INVESTMENT COUNSEL LLC 770.18%0.20%0.21%Q1 2022Q3 20237
SOA Wealth Advisors, LLC. 770.00%0.00%0.00%Q1 2022Q3 20237
Stratos Wealth Partners, LTD. 770.00%0.01%0.02%Q1 2017Q3 20187
BKA Wealth Consulting, Inc. 770.39%0.42%0.44%Q1 2022Q3 20237
Burleson & Company, LLC 770.11%0.14%0.16%Q4 2017Q2 20197
Rockbridge Investment Management, LCC 770.00%0.00%0.00%Q2 2020Q4 20217
HBC Financial Services, PLLC 770.00%0.00%0.00%Q4 2019Q2 20217
Beaird Harris Wealth Management, LLC 770.00%0.01%0.03%Q4 2021Q2 20237
Cetera Advisor Networks LLC 770.00%0.00%0.00%Q4 2021Q2 20237
DELTA ASSET MANAGEMENT LLC/TN 430.00%0.00%0.00%Q2 2021Q3 20237
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 770.38%0.47%0.59%Q1 2018Q3 20197
CARDIFF PARK ADVISORS, LLC 770.08%0.08%0.09%Q4 2021Q2 20237
Abacus Planning Group, Inc. 610.08%0.30%0.41%Q4 2018Q1 20217
Rosenberg Matthew Hamilton 770.00%0.00%0.00%Q3 2021Q1 20237
Robertson Stephens Wealth Management, LLC 770.02%0.04%0.06%Q4 2020Q2 20227
TILIA FIDUCIARY PARTNERS, INC. 770.00%0.00%0.01%Q4 2021Q2 20237
CENTRAL TRUST Co 770.00%0.00%0.00%Q1 2021Q3 20227
MATHER GROUP, LLC. 520.04%0.04%0.04%Q4 2021Q3 20237
QUADRANT CAPITAL GROUP LLC 520.01%0.03%0.05%Q1 2018Q1 20217
WEALTHFRONT Corp 520.00%0.00%0.00%Q2 2015Q3 20187
Dorsey & Whitney Trust CO LLC 430.02%0.04%0.05%Q4 2021Q3 20237
Johnson Bixby & Associates, LLC 771.30%1.52%1.77%Q1 2022Q3 20237
Winfield Associates, Inc. 770.00%0.00%0.00%Q2 2016Q4 20177
Raleigh Capital Management Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
WASHINGTON TRUST Co 770.00%0.00%0.00%Q1 2022Q3 20237
MAI Capital Management 770.01%0.01%0.01%Q4 2020Q2 20227
Concord Wealth Partners 430.00%0.00%0.00%Q4 2021Q3 20237
WoodTrust Financial Corp 770.11%0.13%0.15%Q3 2020Q1 20227
PARAMETRIC PORTFOLIO ASSOCIATES LLC 770.00%0.00%0.00%Q2 2020Q4 20217
Camelot Portfolios, LLC 770.11%0.13%0.16%Q4 2020Q2 20227
Wealthcare Advisory Partners LLC 610.00%0.00%0.00%Q4 2018Q1 20217
OXFORD FINANCIAL GROUP, LTD. LLC 660.00%0.00%0.00%Q2 2021Q3 20226
Bison Wealth, LLC 660.00%0.01%0.01%Q3 2020Q4 20216
TruWealth Advisors, LLC 660.04%0.04%0.05%Q2 2022Q3 20236
IHT Wealth Management, LLC 510.00%0.01%0.02%Q4 2016Q3 20236
Cetera Advisors LLC 510.00%0.01%0.02%Q1 2019Q3 20236
Seven Springs Wealth Group, LLC 662.35%2.75%2.99%Q2 2022Q3 20236
Sound Income Strategies, LLC 410.00%0.00%0.00%Q4 2019Q3 20236
PIN OAK INVESTMENT ADVISORS INC 660.00%0.00%0.00%Q3 2020Q4 20216
Lindbrook Capital, LLC 510.00%0.00%0.00%Q4 2019Q3 20236
Center for Financial Planning, Inc. 660.00%0.00%0.00%Q1 2022Q2 20236
Solitude Financial Services 660.32%0.63%0.80%Q2 2022Q3 20236
Transamerica Financial Advisors, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 410.02%0.02%0.02%Q2 2020Q3 20236
Freedman Financial Associates, Inc. 660.06%0.06%0.06%Q4 2020Q1 20226
WestHill Financial Advisors, Inc. 660.00%0.00%0.00%Q3 2021Q4 20226
FinTrust Capital Advisors, LLC 660.00%0.01%0.01%Q2 2022Q3 20236
OneAscent Wealth Management LLC 510.17%0.27%0.42%Q1 2022Q3 20236
Litman Gregory Wealth Management LLC 660.02%0.02%0.03%Q4 2019Q1 20216
Rehmann Capital Advisory Group 660.00%0.03%0.16%Q1 2018Q2 20196
Qube Research & Technologies Ltd 210.00%0.00%0.00%Q2 2021Q2 20236
SRS Capital Advisors, Inc. 210.00%0.00%0.00%Q3 2018Q3 20236
THOROUGHBRED FINANCIAL SERVICES, LLC 660.07%0.11%0.15%Q2 2022Q3 20236
Private Advisor Group, LLC 410.00%0.05%0.19%Q2 2020Q3 20236
Ten Capital Wealth Advisors, LLC 510.00%0.00%0.00%Q3 2021Q1 20236
Harbor Group, Inc. 660.14%0.24%0.32%Q4 2020Q1 20226
Freestone Capital Holdings, LLC 510.00%0.01%0.02%Q3 2017Q4 20206
GUARDIAN WEALTH ADVISORS, LLC / NC 660.00%0.00%0.00%Q2 2022Q3 20236
EVOKE WEALTH, LLC 510.00%0.01%0.01%Q1 2021Q4 20226
Accredited Investors Inc. 660.02%0.28%0.73%Q2 2022Q3 20236
Krilogy Financial LLC 410.00%0.00%0.00%Q2 2017Q3 20185
Capstone Triton Financial Group, LLC 550.09%0.19%0.45%Q4 2020Q4 20215
Hoover Financial Advisors, Inc. 550.01%0.01%0.01%Q2 2020Q2 20215
Baird Financial Group, Inc. 410.00%0.00%0.01%Q4 2021Q3 20235
HB Wealth Management, LLC 410.00%0.00%0.00%Q1 2022Q3 20235
Global Wealth Strategies & Associates 550.01%0.01%0.01%Q4 2022Q4 20235
Red Tortoise LLC 410.11%0.12%0.13%Q3 2021Q3 20235
FIRST NATIONAL CORP /MA/ /ADV 550.10%0.22%0.42%Q4 2018Q4 20195
O'Dell Group, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
BELLEVUE ASSET MANAGEMENT, LLC 550.00%0.00%0.00%Q4 2019Q4 20205
John W. Brooker & Co., CPAs 410.00%0.00%0.01%Q4 2019Q2 20225
FIRST MANHATTAN CO. LLC. 410.00%0.00%0.00%Q1 2017Q3 20225
Madden Advisory Services, Inc. 210.03%0.07%0.11%Q3 2014Q1 20175
Paradigm Financial Partners, LLC 320.04%0.06%0.08%Q4 2021Q3 20235
Virtu KCG Holdings LLC 550.01%0.01%0.02%Q2 2016Q2 20175
Destination Wealth Management 410.00%0.00%0.01%Q1 2018Q2 20195
Bartlett & Co. LLC 550.00%0.00%0.00%Q4 2022Q4 20235
Mutual Advisors, LLC 550.02%0.02%0.02%Q3 2022Q3 20235
Capital Group Private Client Services, Inc. 550.00%0.00%0.00%Q3 2021Q3 20225
RMB Capital Management, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Avior Wealth Management, LLC 320.00%0.00%0.00%Q4 2018Q4 20215
FRANKLIN RESOURCES INC 550.00%0.00%0.00%Q4 2020Q4 20215
MADISON INVESTMENT HOLDINGS INC 550.01%0.01%0.01%Q3 2017Q3 20185
Mokosak Advisory Group, LLC 551.79%1.89%1.96%Q4 2018Q4 20195
Farther Finance Advisors, LLC 440.14%0.26%0.42%Q4 2022Q3 20234
Sequoia Financial Advisors, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
WFA of San Diego, LLC 210.00%0.00%0.00%Q2 2022Q3 20234
RAYMOND JAMES & ASSOCIATES 440.00%0.00%0.00%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.28%0.31%0.37%Q4 2022Q3 20234
Atria Investments, Inc 440.05%0.06%0.06%Q1 2018Q4 20184
BROWN ADVISORY INC 440.00%0.00%0.00%Q1 2022Q4 20224
Spectrum Management Group, LLC 440.01%0.01%0.01%Q4 2019Q3 20204
Sound Stewardship, LLC 443.94%3.97%4.02%Q4 2022Q3 20234
TANDEM CAPITAL MANAGEMENT CORP /ADV 440.37%0.39%0.42%Q4 2022Q3 20234
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Cetera Investment Advisers 440.00%0.00%0.00%Q4 2022Q3 20234
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
GSB Wealth Management, LLC 440.20%0.71%1.10%Q4 2022Q3 20234
Werba Rubin Papier Wealth Management 440.16%0.17%0.17%Q4 2022Q3 20234
WADE G W & INC 210.01%0.08%0.20%Q2 2021Q3 20234
Teamwork Financial Advisors, LLC 440.05%0.09%0.17%Q1 2021Q4 20214
Rice Partnership, LLC 440.01%0.01%0.01%Q2 2021Q1 20224
REILLY FINANCIAL ADVISORS, LLC 310.00%0.00%0.00%Q3 2018Q4 20214
Welch Group, LLC 310.02%0.02%0.02%Q4 2021Q4 20224
MRA Associates USA LLC 440.21%0.84%1.91%Q4 2018Q3 20194
Fisher Asset Management, LLC 210.00%0.00%0.00%Q3 2018Q3 20234
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.00%0.00%Q2 2022Q3 20234
Glassman Wealth Services 310.00%0.00%0.01%Q3 2021Q3 20234
Lakewood Asset Management LLC 440.75%0.94%1.04%Q4 2022Q3 20234
Luken Investment Analytics, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 440.13%0.15%0.19%Q4 2022Q3 20234
Sebold Capital Management, Inc. 441.16%1.22%1.28%Q4 2022Q3 20234
Rappaport Reiches Capital Management, LLC 440.09%0.10%0.10%Q4 2022Q3 20234
SVB WEALTH LLC 440.00%0.01%0.01%Q1 2021Q4 20214
PROVENCE WEALTH MANAGEMENT GROUP 310.15%0.20%0.31%Q4 2021Q2 20234
RFG Advisory, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Kestra Advisory Services, LLC 110.01%0.04%0.07%Q4 2020Q3 20234
Savior LLC 440.01%0.02%0.03%Q3 2020Q2 20214
Blue Trust, Inc. 440.00%0.00%0.00%Q2 2022Q1 20234
Cassady Schiller Wealth Management, LLC 440.00%0.01%0.02%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Capital One Investing, Inc. 441.18%1.30%1.36%Q4 2018Q3 20194
Silicon Hills Wealth Management, LLC 442.14%2.58%3.43%Q4 2019Q3 20204
Nalls Sherbakoff Group, LLC 310.60%0.63%0.71%Q4 2018Q3 20234
BUILDER INVESTMENT GROUP INC /ADV 440.11%0.11%0.12%Q4 2022Q3 20234
VICUS CAPITAL 440.06%0.08%0.10%Q4 2022Q3 20234
Sterling Financial Planning, Inc. 440.03%0.03%0.03%Q4 2020Q3 20214
TWO SIGMA SECURITIES, LLC 110.00%0.02%0.06%Q3 2017Q2 20204
Creative Capital Management Investments LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Verum Partners LLC 441.15%2.31%2.92%Q4 2022Q3 20234
KMS FINANCIAL SERVICES, INC 440.16%0.30%0.46%Q4 2013Q3 20144
Private Ocean, LLC 310.00%0.09%0.31%Q4 2018Q2 20234
BB&T SECURITIES, LLC 440.00%0.01%0.02%Q2 2017Q1 20184
Strategic Wealth Partners, Ltd. 310.00%0.04%0.06%Q2 2019Q1 20224
Wagner Wealth Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
OLD MISSION CAPITAL LLC 220.01%0.10%0.19%Q1 2021Q1 20224
Summit Financial Strategies, Inc. 110.04%0.12%0.18%Q4 2018Q4 20214
Lafayette Investments 330.06%0.06%0.06%Q1 2023Q3 20233
SIMPLEX TRADING, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
JAG CAPITAL MANAGEMENT, LLC 210.02%0.03%0.03%Q1 2021Q1 20223
Financial Engines Advisors L.L.C. 210.00%0.00%0.00%Q3 2018Q3 20203
BECK CAPITAL MANAGEMENT, LLC 330.11%0.11%0.11%Q3 2022Q1 20233
Kavar Capital Partners, LLC 210.00%0.00%0.00%Q1 2018Q2 20193
BNP PARIBAS FINANCIAL MARKETS 210.00%0.00%0.00%Q4 2017Q1 20223
Independence Bank of Kentucky 330.00%0.00%0.00%Q1 2019Q3 20193
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
Yoder Wealth Management, Inc. 331.44%1.50%1.56%Q1 2023Q3 20233
Guardian Financial Partners, LLC 210.23%0.25%0.29%Q4 2022Q3 20233
Smith, Salley & Associates 330.02%0.02%0.02%Q1 2023Q3 20233
Endurance Wealth Management, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
Kalos Management, Inc. 330.11%0.13%0.16%Q4 2022Q2 20233
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
Golden State Wealth Management, LLC 210.00%0.06%0.18%Q1 2019Q4 20193
TRUIST FINANCIAL CORP 210.00%0.00%0.00%Q1 2021Q1 20233
Ancora Advisors LLC 110.00%0.00%0.00%Q3 2018Q2 20223
Maryland Capital Management 110.01%0.02%0.02%Q4 2019Q4 20213
Ameritas Investment Partners, Inc. 330.00%0.00%0.00%Q1 2020Q3 20203
Glass Jacobson Investment Advisors llc 210.05%0.05%0.07%Q4 2022Q3 20233
WealthTrust-Arizona, LLC 330.00%0.00%0.00%Q2 2014Q4 20143
IAG Wealth Partners, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Treybourne Wealth Planners, Inc. 330.79%0.88%0.95%Q4 2020Q2 20213
Sage Mountain Advisors LLC 210.00%0.00%0.00%Q4 2021Q3 20233
SVA Wealth Management, LLC 330.06%0.23%0.49%Q2 2018Q4 20183
Atria Wealth Solutions, Inc. 210.00%0.00%0.00%Q1 2022Q1 20233
Cresset Asset Management, LLC 210.00%0.01%0.02%Q2 2022Q3 20233
FOUNDERS BANK & TRUST 330.03%0.03%0.03%Q2 2014Q4 20143
Jackson Hole Capital Partners, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
W.G. Shaheen & Associates DBA Whitney & Co 330.00%0.00%0.01%Q1 2018Q3 20183
Financial Connections Group, Inc. 330.00%0.00%0.01%Q4 2021Q2 20223
Tempus Wealth Planning, LLC 330.13%0.14%0.15%Q1 2023Q3 20233
Better Money Decisions, LLC 210.05%0.05%0.06%Q2 2021Q2 20223
Ritter Daniher Financial Advisory LLC / DE 210.00%0.01%0.02%Q2 2022Q1 20233
NORTHWEST INVESTMENT COUNSELORS, LLC 210.02%0.03%0.03%Q2 2017Q3 20193
Baystate Wealth Management LLC 210.00%0.00%0.00%Q4 2018Q1 20203
ACCESS FINANCIAL SERVICES, INC. 330.23%0.26%0.31%Q4 2018Q2 20193
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Mosaic Financial Partners, Inc. 330.38%0.85%1.24%Q4 2017Q2 20183
D'Orazio & Associates, Inc. 110.00%0.00%0.01%Q2 2017Q3 20213
M&R CAPITAL MANAGEMENT INC 330.00%0.00%0.00%Q2 2023Q4 20233
Econ Financial Services Corp 331.38%1.72%2.21%Q4 2018Q2 20193
Kabarec Financial Advisors, Ltd. 330.01%0.01%0.01%Q4 2017Q2 20183
LIBERTY WEALTH MANAGEMENT LLC 110.00%0.36%1.06%Q2 2020Q1 20233
Auxano Advisors, LLC 330.12%0.12%0.12%Q1 2023Q3 20233
REGIONS FINANCIAL CORP 330.00%0.00%0.00%Q2 2018Q4 20183
Virtu Financial LLC 330.01%0.02%0.03%Q3 2017Q1 20183
SILVER OAK SECURITIES, INCORPORATED 210.05%0.06%0.07%Q3 2022Q3 20233
SEI INVESTMENTS CO 210.00%0.00%0.00%Q1 2017Q2 20183
Guidant Wealth Advisors 330.02%0.02%0.02%Q1 2019Q3 20193
CABANA LLC 110.00%0.00%0.00%Q4 2019Q2 20202
FLPUTNAM INVESTMENT MANAGEMENT CO 220.01%0.01%0.01%Q1 2023Q2 20232
Laurel Wealth Planning LLC 220.01%0.01%0.01%Q3 2022Q4 20222
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q4 2014Q2 20172
Sowell Financial Services LLC 110.01%0.08%0.15%Q4 2016Q2 20232
Tarbox Family Office, Inc. 220.55%0.73%0.92%Q1 2017Q2 20172
Garde Capital, Inc. 220.05%0.06%0.08%Q2 2018Q3 20182
WealthPLAN Partners, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Tradewinds Capital Management, LLC 110.00%0.02%0.04%Q4 2017Q4 20182
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q4 20222
Ironsides Asset Advisors, LLC 110.06%0.06%0.06%Q3 2018Q4 20192
DWM Financial Group, Inc. 229.24%9.87%10.49%Q4 2019Q1 20202
Truvestments Capital LLC 220.00%0.00%0.00%Q2 2022Q3 20222
SG Americas Securities, LLC 110.00%0.00%0.01%Q1 2017Q4 20172
MARINER INDEPENDENT ADVISOR NETWORK, LLC 220.12%0.13%0.13%Q2 2022Q3 20222
MYCIO WEALTH PARTNERS, LLC 110.01%0.01%0.02%Q4 2014Q4 20192
Empower Advisory Group, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Cherry Tree Wealth Management, LLC 220.07%0.07%0.07%Q2 2023Q3 20232
Pasadena Private Wealth, LLC 222.46%2.70%2.93%Q4 2022Q1 20232
Hexagon Capital Partners LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Filbrandt Wealth Management, LLC 110.00%0.01%0.01%Q1 2020Q2 20212
Transform Wealth, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
KCM INVESTMENT ADVISORS LLC 110.01%0.01%0.02%Q3 2022Q1 20232
LODESTAR PRIVATE ASSET MANAGEMENT LLC 220.05%0.05%0.05%Q2 2023Q3 20232
Pathway Financial Advisors LLC 220.03%0.04%0.04%Q1 2018Q2 20182
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Dechtman Wealth Management, LLC 220.10%0.25%0.40%Q2 2023Q3 20232
Modera Wealth Management, LLC 110.01%0.01%0.02%Q4 2020Q3 20232
Meristem Family Wealth, LLC 220.40%0.42%0.43%Q3 2021Q4 20212
ZRC WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
U.S. Capital Wealth Advisors, LLC 110.00%0.01%0.01%Q4 2022Q3 20232
CoreCap Advisors, LLC 110.00%0.00%0.01%Q2 2022Q4 20222
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
WMS Partners, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Ellevest, Inc. 110.00%0.00%0.01%Q3 2021Q4 20222
Cornerstone Management, Inc. 220.16%0.17%0.18%Q1 2018Q2 20182
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
TRUSTCORE FINANCIAL SERVICES, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Kernodle & Katon Asset Management Group, LLC 220.00%0.00%0.00%Q4 2015Q1 20162
Atlas Private Wealth Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
S.A. Mason LLC 220.02%0.02%0.03%Q4 2019Q1 20202
Archer Investment Corp 220.00%0.00%0.00%Q2 2023Q3 20232
Planned Solutions, Inc. 220.05%0.05%0.05%Q3 2020Q4 20202
Wealthfront Advisers LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Capital Bank & Trust Co 220.00%0.00%0.00%Q4 2020Q1 20212
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q2 2018Q3 20232
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q4 2018Q3 20232
STANCORP INVESTMENT ADVISERS INC 220.00%0.00%0.01%Q4 2014Q1 20152
EVERGREEN CAPITAL MANAGEMENT LLC 220.01%0.02%0.02%Q2 2023Q3 20232
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
Altium Wealth Management LLC 220.12%0.14%0.17%Q4 2017Q1 20182
MGO Private Wealth, LLC 220.10%0.11%0.11%Q3 2022Q4 20222
TRUST CO OF VERMONT 110.00%0.00%0.00%Q3 2019Q2 20212
Versant Capital Management, Inc 220.00%0.00%0.00%Q3 2021Q4 20212
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
CGN Advisors LLC 220.08%0.10%0.12%Q3 2023Q4 20232
RITTER DANIHER FINANCIAL ADVISORY LLC 220.00%0.00%0.00%Q4 2021Q1 20222
NOVARE CAPITAL MANAGEMENT LLC 220.04%0.04%0.04%Q1 2023Q2 20232
BESSEMER GROUP INC 110.00%0.00%0.00%Q4 2015Q1 20202
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Modus Advisors, LLC 110.01%0.01%0.01%Q2 2020Q2 20212
Johnson Financial Group, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Northwest Capital Management Inc 220.02%0.02%0.02%Q2 2023Q3 20232
Exchange Capital Management, Inc. 220.04%0.04%0.04%Q2 2023Q3 20232
Family Firm, Inc. 220.08%0.08%0.08%Q2 2018Q3 20182
Hartford Financial Management Inc. 110.00%0.00%0.00%Q3 2017Q2 20182
Jefferies Group LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Permit Capital Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 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
San Luis Wealth Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
OLD NATIONAL BANCORP /IN/ 110.00%0.00%0.00%Q1 2015Q1 20151
TRUEWEALTH LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Sciencast Management LP 110.13%0.13%0.13%Q2 2017Q2 20171
Valmark Advisers, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q3 2018Q3 20181
BCS Wealth Management 110.09%0.09%0.09%Q3 2023Q3 20231
Wedmont Private Capital 110.03%0.03%0.03%Q3 2023Q3 20231
Vista Private Wealth Partners. LLC 110.05%0.05%0.05%Q3 2019Q3 20191
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Safeguard Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Burt Wealth Advisors 110.14%0.14%0.14%Q4 2015Q4 20151
CATALYST PRIVATE WEALTH, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Strategic Asset Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Level Financial Advisors 110.00%0.00%0.00%Q2 2022Q2 20221
Apriem Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
WHITTIER TRUST CO 110.00%0.00%0.00%Q1 2019Q1 20191
Strategic Investment Solutions, Inc. /IL 110.00%0.00%0.00%Q1 2023Q1 20231
Evolution Advisers, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
WOLFF WIESE MAGANA LLC 110.00%0.00%0.00%Q2 2023Q2 20231
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Sutton Wealth Advisors Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Lee Financial Co 110.00%0.00%0.00%Q2 2022Q2 20221
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q4 2023Q4 20231
Liberty Capital Management, Inc. 110.08%0.08%0.08%Q4 2022Q4 20221
Ironwood Financial, llc 110.00%0.00%0.00%Q2 2015Q2 20151
Williams Jones Wealth Management, LLC. 110.00%0.00%0.00%Q3 2023Q3 20231
Miracle Mile Advisors, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Realta Investment Advisors 110.00%0.00%0.00%Q2 2019Q2 20191
IEQ CAPITAL, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
SYM FINANCIAL Corp 110.00%0.00%0.00%Q2 2023Q2 20231
Strategic Blueprint, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
BENJAMIN F. EDWARDS & COMPANY, INC. 110.00%0.00%0.00%Q1 2022Q1 20221
Valley Brook Capital Group, Inc. 110.07%0.07%0.07%Q1 2021Q1 20211
Newbridge Financial Services Group, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Team Financial Group, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Arlington Partners LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Hudock, Inc. 110.01%0.01%0.01%Q3 2022Q3 20221
JEPPSON WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
CAPITAL ONE, NATIONAL ASSOCIATION 111.44%1.44%1.44%Q4 2019Q4 20191
PHILLIPS FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Merriman Wealth Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
BOKF, NA 110.01%0.01%0.01%Q3 2018Q3 20181
Moss Adams Wealth Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FDx Advisors, Inc. 110.01%0.01%0.01%Q1 2018Q1 20181
Bristlecone Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Northland Capital Management LLC 111.50%1.50%1.50%Q3 2023Q3 20231
Pekin Hardy Strauss, Inc. 110.09%0.09%0.09%Q4 2014Q4 20141
DB Wealth Management Group, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Hilltop Partners LLC 112.16%2.16%2.16%Q3 2023Q3 20231
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
GeoWealth Management, LLC 110.08%0.08%0.08%Q3 2019Q3 20191
55I, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
American Financial Network Advisory Services LLC 110.00%0.00%0.00%Q3 2017Q3 20171
1 NORTH WEALTH SERVICES LLC 110.00%0.00%0.00%Q4 2018Q4 20181
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q3 2023Q3 20231
Financial Advantage, Inc. 110.01%0.01%0.01%Q2 2020Q2 20201
Avion Wealth 110.00%0.00%0.00%Q3 2023Q3 20231
Lansing Street Advisors 110.02%0.02%0.02%Q1 2022Q1 20221
Manchester Capital Management LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Sonora Investment Management Group, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Foresight Wealth Management, LLC 110.13%0.13%0.13%Q4 2019Q4 20191
MARSHALL & SULLIVAN INC /WA/ 110.00%0.00%0.00%Q2 2018Q2 20181
Reby Advisors, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
USA FINANCIAL FORMULAS 110.00%0.00%0.00%Q4 2018Q4 20181
Karp Capital Management Corp 110.01%0.01%0.01%Q4 2018Q4 20181
Almanack Investment Partners, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
Cascade Investment Advisors, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
LEVEL FOUR FINANCIAL, LLC 110.15%0.15%0.15%Q4 2020Q4 20201
Element Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SEGALL BRYANT & HAMILL, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Horan Capital Advisors, LLC. 112.02%2.02%2.02%Q3 2023Q3 20231
Berkshire Money Management, Inc. 110.02%0.02%0.02%Q1 2020Q1 20201
Pacific Center for Financial Services 110.01%0.01%0.01%Q3 2021Q3 20211
HT Partners LLC 110.18%0.18%0.18%Q4 2015Q4 20151
Bridgeworth, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SlateStone Wealth, LLC 110.16%0.16%0.16%Q1 2020Q1 20201
Sharkey, Howes & Javer 110.00%0.00%0.00%Q4 2017Q4 20171
Global Trust Asset Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
InterOcean Capital Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
ATWOOD & PALMER INC 110.00%0.00%0.00%Q1 2019Q1 20191
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Providence Capital Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
LifePlan Financial Group, Inc 110.02%0.02%0.02%Q3 2019Q3 20191
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Knuff & Co LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Choate Investment Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
Certified Advisory Corp 110.00%0.00%0.00%Q4 2019Q4 20191
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Indiana Trust & Investment Management CO 110.02%0.02%0.02%Q3 2023Q3 20231
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q4 2021Q4 20211
South Shore Capital Advisors 110.74%0.74%0.74%Q2 2021Q2 20211
Trexquant Investment LP 110.02%0.02%0.02%Q2 2020Q2 20201
Clearwater Capital Advisors, LLC 110.03%0.03%0.03%Q1 2018Q1 20181
MACROVIEW INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WEST PACES ADVISORS INC. 110.01%0.01%0.01%Q2 2021Q2 20211
HBW ADVISORY SERVICES LLC 110.14%0.14%0.14%Q2 2023Q2 20231
GODSEY & GIBB, INC 110.01%0.01%0.01%Q2 2023Q2 20231
Tradition Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Measured Wealth Private Client Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Arjuna Capital 110.03%0.03%0.03%Q2 2021Q2 20211
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Austin Wealth Management, LLC 111.40%1.40%1.40%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.06%0.06%0.06%Q3 2023Q3 20231
Balentine LLC 110.00%0.00%0.00%Q3 2021Q3 20211
ACIMA PRIVATE WEALTH, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
GoalVest Advisory LLC 110.02%0.02%0.02%Q4 2023Q4 20231
Coyle Financial Counsel LLC 110.04%0.04%0.04%Q2 2018Q2 20181
Beacon Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Independent Advisor Alliance 110.01%0.01%0.01%Q4 2019Q4 20191
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Summit Trail Advisors, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Capital Advisory Group Advisory Services, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q2 2023Q2 20231
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q1 2022Q1 20221
Cordasco Financial Network 110.00%0.00%0.00%Q4 2021Q4 20211
Kaizen Financial Strategies 111.04%1.04%1.04%Q3 2023Q3 20231
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Firestone Capital Management 110.01%0.01%0.01%Q4 2019Q4 20191
ALBION FINANCIAL GROUP /UT 110.00%0.00%0.00%Q4 2022Q4 20221
COMERICA BANK 110.00%0.00%0.00%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.