SCHWAB STRATEGIC TR shareholder history

Current and past SCHWAB STRATEGIC TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Gemmer Asset Management LLC 39390.66%2.18%5.47%Q1 2014Q3 202339
ROYAL BANK OF CANADA 3520.00%0.00%0.00%Q1 2014Q3 202337
Newman Dignan & Sheerar, Inc. 23140.01%0.30%0.84%Q2 2014Q3 202337
BANK OF AMERICA CORP /DE/ 36360.00%0.00%0.01%Q4 2014Q3 202336
Financial Architects, Inc 3240.01%0.89%1.36%Q2 2014Q2 202336
White Pine Investment CO 36360.29%1.97%4.06%Q4 2014Q3 202336
Bartlett & Co. LLC 20160.00%0.11%0.28%Q4 2014Q4 202336
US BANCORP \DE\ 24120.00%0.00%0.00%Q3 2014Q3 202336
CABOT WEALTH MANAGEMENT INC 36360.06%1.39%2.26%Q4 2014Q3 202336
VALLEY NATIONAL ADVISERS INC 35350.29%0.62%1.00%Q1 2015Q3 202335
MORGAN STANLEY 35350.00%0.00%0.01%Q1 2015Q3 202335
Charles Schwab Investment Advisory, Inc. 35352.11%7.77%10.99%Q1 2015Q3 202335
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 35350.65%2.07%3.02%Q1 2015Q3 202335
AMERIPRISE FINANCIAL INC 33330.00%0.01%0.02%Q3 2015Q3 202333
UNITED CAPITAL FINANCIAL ADVISORS, LLC 33330.00%0.04%0.12%Q3 2015Q3 202333
UBS Group AG 32320.00%0.00%0.01%Q4 2015Q3 202332
Creative Planning 32320.00%0.01%0.03%Q4 2015Q3 202332
Tower Research Capital LLC (TRC) 1510.00%0.04%0.17%Q3 2014Q3 202332
Asset Dedication, LLC 2650.01%0.02%0.09%Q4 2015Q3 202331
ENVESTNET ASSET MANAGEMENT INC 3010.00%0.03%0.49%Q4 2015Q3 202331
Kelman-Lazarov, Inc. 31311.73%8.75%16.55%Q1 2016Q3 202331
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1410.00%0.00%0.00%Q1 2014Q3 202331
BlackRock Inc. 2910.00%0.00%0.00%Q1 2016Q3 202330
CAHILL FINANCIAL ADVISORS INC 30300.19%0.83%3.34%Q2 2016Q3 202330
FAS Wealth Partners, Inc. 30300.02%0.15%0.30%Q2 2016Q3 202330
Cambridge Investment Research Advisors, Inc. 30300.00%0.09%0.17%Q2 2016Q3 202330
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.01%Q2 2016Q3 202329
IFP Advisors, Inc 1740.00%0.01%0.07%Q4 2015Q3 202329
WELLS FARGO & COMPANY/MN 2610.00%0.00%0.00%Q3 2014Q3 202329
JANE STREET GROUP, LLC 1310.00%0.01%0.06%Q1 2014Q2 202329
LPL Financial LLC 2810.00%0.01%0.03%Q1 2016Q3 202329
Cambridge Advisors Inc. 28280.09%0.33%0.62%Q4 2016Q3 202328
SOL Capital Management CO 28280.08%0.12%0.17%Q4 2016Q3 202328
Mariner, LLC 1910.01%0.02%0.05%Q4 2014Q3 202328
REGENTATLANTIC CAPITAL LLC 17110.12%0.75%1.12%Q3 2015Q3 202228
OXFORD FINANCIAL GROUP, LTD. LLC 28282.08%10.64%24.82%Q4 2016Q3 202328
McAdam, LLC 28289.93%11.34%13.76%Q4 2016Q3 202328
TIEDEMANN ADVISORS, LLC 2610.26%0.88%2.10%Q4 2016Q3 202327
Asset Planning Services, Ltd. 27270.05%0.28%0.46%Q2 2015Q4 202127
Advisory Services Network, LLC 1220.00%0.01%0.03%Q1 2016Q3 202327
Sargent Bickham Lagudis LLC 13130.00%0.01%0.04%Q1 2016Q4 202226
RAYMOND JAMES & ASSOCIATES 26260.00%0.00%0.00%Q2 2017Q3 202326
JANICZEK WEALTH MANAGEMENT, LLC 26260.47%0.83%1.53%Q2 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.00%0.03%0.05%Q2 2017Q3 202326
Carroll Financial Associates, Inc. 26260.10%0.54%1.11%Q3 2015Q4 202126
Steward Partners Investment Advisory, LLC 1870.00%0.00%0.01%Q1 2017Q3 202325
PNC FINANCIAL SERVICES GROUP, INC. 25250.00%0.00%0.00%Q3 2017Q3 202325
Baystate Wealth Management LLC 2040.01%0.07%0.30%Q1 2017Q3 202324
WHITENER CAPITAL MANAGEMENT, INC. 24240.45%0.74%0.86%Q4 2017Q3 202324
Leonard Rickey Investment Advisors P.L.L.C. 24241.83%4.64%8.96%Q4 2017Q3 202324
Mengis Capital Management, Inc. 24240.05%0.10%0.23%Q4 2017Q3 202324
Texas Yale Capital Corp. 13110.01%0.08%0.17%Q4 2016Q3 202324
McIlrath & Eck, LLC 24240.01%0.02%0.03%Q4 2017Q3 202324
Arlington Financial Advisors, LLC 24245.93%11.30%14.99%Q4 2017Q3 202324
FOSTER & MOTLEY INC 24240.04%0.29%0.43%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.04%0.12%0.22%Q4 2017Q3 202324
Front Row Advisors LLC 24240.04%0.05%0.06%Q4 2017Q3 202324
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 23230.02%0.06%0.11%Q1 2018Q3 202323
FCA CORP /TX 23230.40%1.03%1.73%Q1 2018Q3 202323
InterOcean Capital, LLC 23230.02%0.33%0.80%Q4 2014Q2 202023
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.00%Q1 2018Q3 202323
QUADRANT CAPITAL GROUP LLC 23230.14%1.91%4.82%Q1 2018Q3 202323
Allworth Financial LP 2120.00%0.00%0.00%Q1 2017Q3 202323
Valeo Financial Advisors, LLC 23230.02%0.11%0.23%Q1 2018Q3 202323
JPMORGAN CHASE & CO 2110.00%0.00%0.00%Q2 2016Q3 202323
COMMONWEALTH EQUITY SERVICES, LLC 2020.00%0.02%0.04%Q4 2017Q3 202322
Ackerman Capital Advisors, LLC 1210.05%1.36%5.52%Q2 2017Q3 202322
Evanson Asset Management, LLC 22220.04%0.05%0.06%Q2 2018Q3 202322
Ironwood Investment Counsel, LLC 22220.23%0.47%0.89%Q2 2018Q3 202322
COLONY GROUP LLC 22220.02%0.03%0.07%Q2 2018Q3 202322
SIGNATUREFD, LLC 1140.00%0.00%0.02%Q3 2015Q3 202322
LADENBURG THALMANN FINANCIAL SERVICES INC. 2110.00%0.03%0.07%Q3 2013Q4 201922
CITIGROUP INC 12100.00%0.00%0.00%Q3 2017Q3 202322
LBMC INVESTMENT ADVISORS, LLC 22220.10%0.11%0.14%Q2 2018Q3 202322
PFG Advisors 1750.13%0.27%0.66%Q4 2017Q3 202322
Financial Management Professionals, Inc. 22220.00%0.00%0.00%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
Parallel Advisors, LLC 21210.00%0.02%0.07%Q3 2018Q3 202321
Gratus Capital, LLC 21210.17%0.82%1.31%Q3 2018Q3 202321
Cedar Wealth Management, LLC 21210.00%0.58%1.08%Q3 2018Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
Burt Wealth Advisors 21210.05%2.41%4.08%Q3 2018Q3 202321
OneDigital Investment Advisors LLC 21210.01%0.03%0.06%Q3 2018Q3 202321
Glassman Wealth Services 21215.83%13.87%15.74%Q3 2018Q3 202321
CWM, LLC 1380.00%0.00%0.00%Q2 2018Q3 202321
RESTON WEALTH MANAGEMENT LLC 20203.12%6.49%18.14%Q4 2018Q3 202320
TCI Wealth Advisors, Inc. 1810.00%0.00%0.01%Q3 2013Q1 202320
DROMS STRAUSS ADVISORS INC /MO/ /ADV 20201.61%5.14%14.78%Q4 2018Q3 202320
SHAKESPEARE WEALTH MANAGEMENT, INC. 20201.40%1.67%1.99%Q4 2018Q3 202320
Private Ocean, LLC 1040.00%0.02%0.30%Q2 2014Q3 202320
UNITED SERVICES AUTOMOBILE ASSOCIATION 1910.01%0.05%0.07%Q4 2014Q2 202020
Citadel Advisors 510.00%0.00%0.00%Q4 2014Q3 202320
FINANCIAL CONSULATE, INC 1910.28%1.06%2.21%Q4 2014Q4 201920
RHS Financial, LLC 20200.76%3.64%7.31%Q4 2018Q3 202320
Baker Ellis Asset Management LLC 20200.04%0.06%0.10%Q4 2018Q3 202320
Foster Victor Wealth Advisors, LLC 20200.13%0.24%0.53%Q4 2018Q3 202320
TSFG, LLC 19190.00%0.01%0.04%Q1 2019Q3 202319
HighTower Advisors, LLC 19190.00%0.02%0.05%Q1 2019Q3 202319
Opes Wealth Management LLC 19192.19%3.66%5.66%Q1 2019Q3 202319
MADISON INVESTMENT HOLDINGS INC 1540.01%0.09%0.34%Q4 2014Q3 201919
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Blume Capital Management, Inc. 19190.00%0.00%0.00%Q1 2017Q3 202119
Altium Wealth Management LLC 19190.03%0.15%0.82%Q4 2017Q2 202219
COMERICA BANK 1610.00%0.01%0.02%Q3 2016Q3 202319
Callan Capital, LLC 19191.38%3.78%6.56%Q1 2019Q3 202319
MOLLER WEALTH PARTNERS 19190.30%3.63%4.68%Q1 2019Q3 202319
Schwab Charitable Fund 19190.04%0.11%0.29%Q3 2018Q1 202319
HOWE & RUSLING INC 1510.01%0.03%0.06%Q2 2017Q3 202318
Raymond James Financial Services Advisors, Inc. 1410.00%0.07%0.54%Q3 2014Q3 202318
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 18180.01%0.02%0.05%Q2 2019Q3 202318
CAPTRUST FINANCIAL ADVISORS 1440.00%0.10%0.40%Q4 2018Q3 202318
MERCER GLOBAL ADVISORS INC /ADV 1350.01%0.01%0.01%Q1 2019Q3 202318
Steinberg Global Asset Management 18180.12%0.18%0.23%Q4 2014Q1 201918
FORVIS Wealth Advisors, LLC 18180.06%0.10%0.14%Q4 2015Q1 202018
Geneos Wealth Management Inc. 18180.00%0.00%0.01%Q2 2019Q3 202318
KING LUTHER CAPITAL MANAGEMENT CORP 920.00%0.00%0.00%Q3 2016Q4 202117
Laurel Wealth Advisors, Inc. 17170.03%0.05%0.07%Q4 2018Q4 202217
Janney Montgomery Scott LLC 1110.00%0.00%0.00%Q4 2017Q3 202317
MCF Advisors LLC 1070.00%0.01%0.02%Q2 2019Q3 202317
WASHINGTON TRUST BANK 17170.04%0.07%0.09%Q3 2014Q3 201817
ATLAS CAPITAL ADVISORS LLC 1250.00%0.00%0.02%Q2 2019Q3 202317
LINCOLN NATIONAL CORP 17170.07%0.46%0.62%Q3 2019Q3 202317
Charles Schwab Trust Co 17170.69%3.15%4.81%Q3 2019Q3 202317
FIRST NATIONAL CORP /MA/ /ADV 1520.01%0.61%3.62%Q4 2018Q3 202317
Aptus Capital Advisors, LLC 17170.00%0.00%0.01%Q3 2019Q3 202317
Plante Moran Financial Advisors, LLC 1160.00%0.02%0.05%Q3 2017Q3 202317
Your Advocates Ltd., LLP 16160.50%5.25%12.19%Q4 2019Q3 202316
Rockefeller Capital Management L.P. 16160.00%0.00%0.00%Q2 2019Q1 202316
CVA Family Office, LLC 16160.39%0.80%2.04%Q4 2019Q3 202316
Cedar Brook Financial Partners, LLC 16160.11%0.15%0.21%Q4 2019Q3 202316
Wade Financial Advisory, Inc 16160.17%0.31%0.45%Q4 2019Q3 202316
Vigilant Capital Management, LLC 910.00%0.01%0.03%Q4 2017Q2 202316
J.P. Morgan Private Wealth Advisors LLC 1120.00%0.00%0.01%Q3 2018Q3 202316
TD Ameritrade Trust Co 16160.00%3.19%4.71%Q2 2015Q1 201916
HARBOR INVESTMENT ADVISORY, LLC 16160.01%0.01%0.01%Q4 2019Q3 202316
MADISON WEALTH MANAGEMENT 16160.27%0.71%1.10%Q4 2019Q3 202316
Capital Advisors, Ltd. LLC 16160.00%0.01%0.17%Q4 2019Q3 202316
Resonant Capital Advisors, LLC 16162.14%3.47%6.23%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.01%0.03%Q4 2019Q3 202316
Sharkey, Howes & Javer 16160.00%0.06%0.19%Q1 2015Q4 201816
SignalPoint Asset Management, LLC 1420.06%0.34%0.54%Q4 2016Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.05%0.14%0.32%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.01%0.36%1.76%Q4 2019Q3 202316
GOLDMAN SACHS GROUP INC 710.00%0.00%0.00%Q1 2015Q1 202316
Consolidated Planning Corp 16162.20%4.69%6.97%Q4 2019Q3 202316
Firestone Capital Management 16163.20%4.20%5.26%Q4 2019Q3 202316
Madison Asset Management, LLC 16160.02%0.09%0.89%Q4 2019Q3 202316
Lindbrook Capital, LLC 1410.00%0.03%0.05%Q4 2019Q3 202315
Clearstead Advisors, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Wellspring Financial Advisors, LLC 15150.11%0.13%0.14%Q1 2020Q3 202315
JNBA Financial Advisors 15150.01%0.01%0.01%Q1 2020Q3 202315
CAROLINAS WEALTH CONSULTING LLC 15150.08%0.10%0.12%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.12%0.96%Q1 2020Q3 202315
Chicago Partners Investment Group LLC 510.01%0.02%0.02%Q3 2017Q3 202315
GLENMEDE TRUST CO NA 910.00%0.00%0.00%Q1 2019Q3 202315
JOHNSON INVESTMENT COUNSEL INC 1110.00%0.01%0.01%Q1 2018Q3 202315
West Coast Financial LLC 15150.23%0.39%1.18%Q2 2016Q4 201915
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 15150.02%0.05%0.10%Q4 2017Q2 202115
M&T BANK CORP 15150.00%0.01%0.01%Q1 2016Q3 201915
Private Advisor Group, LLC 1110.00%0.18%1.64%Q3 2017Q3 202315
Savant Capital, LLC 15150.02%0.03%0.05%Q1 2020Q3 202315
Bedel Financial Consulting, Inc. 14140.00%0.02%0.02%Q1 2018Q2 202114
American Portfolios Advisors 14140.00%0.05%0.47%Q2 2019Q3 202214
Tortoise Investment Management, LLC 860.00%0.00%0.00%Q2 2018Q1 202314
Litman Gregory Wealth Management LLC 920.02%0.04%0.06%Q4 2019Q3 202314
ASSETMARK, INC 610.00%0.05%0.12%Q3 2016Q3 202314
Systelligence, LLC 14140.46%3.12%4.59%Q3 2020Q4 202314
BCS Wealth Management 1310.25%0.40%0.60%Q1 2020Q3 202314
Lee Financial Co 14140.00%4.69%8.50%Q2 2020Q3 202314
Wealthspire Advisors, L.P. 14140.00%0.01%0.01%Q4 2015Q1 201914
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 710.11%0.23%0.38%Q4 2017Q4 202214
Pacific Wealth Strategies Group, Inc. 14140.74%3.28%4.98%Q2 2020Q3 202314
Arete Wealth Advisors, LLC 1130.03%0.11%0.31%Q4 2016Q3 202314
Southern Wealth Management, LLP 14140.04%0.20%0.40%Q4 2019Q1 202314
Certified Advisory Corp 1130.00%0.38%0.86%Q4 2019Q3 202314
MARINO, STRAM & ASSOCIATES LLC 950.07%0.11%0.19%Q1 2020Q3 202314
Camelot Portfolios, LLC 1010.11%0.21%0.29%Q3 2017Q2 202213
True North Advisors, LLC 1120.12%0.46%1.03%Q1 2020Q3 202313
Paragon Wealth Strategies, LLC 13130.76%6.17%8.17%Q4 2016Q4 201913
BALASA DINVERNO & FOLTZ LLC 13130.02%0.03%0.06%Q3 2019Q3 202213
BANK OF MONTREAL /CAN/ 910.00%0.00%0.00%Q4 2018Q3 202313
DEUTSCHE BANK AG\ 810.00%0.00%0.00%Q1 2018Q4 202213
Lido Advisors, LLC 1010.00%0.01%0.01%Q2 2019Q1 202313
Kestra Advisory Services, LLC 13130.12%0.16%0.25%Q3 2020Q3 202313
Jackson Creek Investment Advisors LLC 13130.37%0.44%0.48%Q3 2020Q3 202313
Birchcreek Wealth Management, LLC 12120.43%0.68%1.27%Q4 2020Q3 202312
ASSET PLANNING CORPORATION 12121.12%1.24%1.43%Q4 2020Q3 202312
CHILTON CAPITAL MANAGEMENT LLC 12120.02%0.03%0.04%Q4 2020Q3 202312
Adero Partners, LLC 12120.04%0.80%2.87%Q4 2019Q3 202212
SALEM INVESTMENT COUNSELORS INC 12120.00%0.02%0.04%Q4 2020Q3 202312
BUCKINGHAM STRATEGIC WEALTH, LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
Joseph P. Lucia & Associates, LLC 620.01%0.03%0.04%Q1 2019Q2 202212
CreativeOne Wealth, LLC 12120.02%0.02%0.04%Q4 2020Q3 202312
MAI Capital Management 12120.01%0.01%0.03%Q4 2020Q3 202312
Prairiewood Capital, LLC 12127.10%9.93%12.51%Q4 2020Q3 202312
Tanglewood Wealth Management, Inc. 1112.97%4.38%5.50%Q4 2019Q3 202312
John W. Brooker & Co., CPAs 12120.01%0.02%0.03%Q4 2019Q3 202212
HM PAYSON & CO 1020.00%0.00%0.00%Q2 2019Q2 202312
Harbor Group, Inc. 12120.70%0.93%1.11%Q4 2020Q3 202312
NOVARE CAPITAL MANAGEMENT LLC 1110.04%0.09%0.16%Q2 2017Q2 202012
Sterling Financial Planning, Inc. 12123.58%3.83%4.02%Q4 2020Q3 202312
CIBC Private Wealth Group, LLC 1110.00%0.00%0.01%Q2 2018Q3 202312
ZEKE CAPITAL ADVISORS, LLC 12121.13%5.12%14.03%Q2 2016Q1 201912
KAVAR CAPITAL PARTNERS GROUP, LLC 12120.53%2.83%4.58%Q4 2020Q3 202312
APPLETON PARTNERS INC/MA 12120.04%0.05%0.06%Q1 2021Q4 202312
InterOcean Capital Group, LLC 12120.01%0.02%0.02%Q4 2020Q3 202312
Orion Portfolio Solutions, LLC 830.00%0.52%4.18%Q4 2019Q3 202311
Renaissance Technologies 920.00%0.00%0.00%Q4 2020Q3 202311
WADE G W & INC 11110.01%0.16%0.25%Q1 2021Q3 202311
Planned Solutions, Inc. 7411.34%13.54%17.21%Q3 2020Q2 202311
NEXT Financial Group, Inc 610.01%0.04%0.11%Q4 2018Q4 202111
Ashford Advisors, LLC 11116.55%10.06%12.04%Q1 2021Q3 202311
ADIRONDACK TRUST CO 11110.01%0.01%0.01%Q1 2021Q3 202311
Sonora Investment Management, LLC 810.00%0.00%0.00%Q2 2016Q3 202111
PRUDENTIAL FINANCIAL INC 11110.00%0.01%0.01%Q1 2021Q3 202311
B. Riley Wealth Advisors, Inc. 11110.01%0.06%0.40%Q1 2021Q3 202311
Capital Investment Advisory Services, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
THRIVENT FINANCIAL FOR LUTHERANS 740.00%0.00%0.01%Q4 2020Q3 202311
Bogart Wealth, LLC 830.00%0.19%2.09%Q1 2020Q3 202311
Cetera Advisor Networks LLC 810.00%0.02%0.04%Q3 2015Q3 202311
IHT Wealth Management, LLC 650.00%0.01%0.02%Q4 2016Q3 202311
Addison Advisors LLC 1010.50%0.81%1.09%Q4 2020Q3 202311
DHJJ Financial Advisors, Ltd. 11110.12%0.12%0.13%Q1 2021Q3 202311
Spire Wealth Management 11110.01%0.05%0.12%Q1 2021Q3 202311
AE Wealth Management LLC 11110.00%0.20%0.62%Q1 2021Q3 202311
Laird Norton Wetherby Wealth Management, LLC 1010.03%0.03%0.04%Q4 2020Q3 202311
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Tradition Wealth Management, LLC 11110.00%1.03%1.81%Q1 2021Q3 202311
NORTHERN TRUST CORP 610.00%0.00%0.00%Q2 2020Q3 202311
Alpha Omega Wealth Management LLC 920.01%0.06%0.09%Q1 2019Q3 202311
Capital Asset Advisory Services LLC 11110.00%0.00%0.02%Q1 2020Q3 202211
MATHER GROUP, LLC. 10100.00%0.01%0.01%Q2 2021Q3 202310
Retirement Group, LLC 610.00%0.02%0.05%Q4 2019Q3 202310
Focused Wealth Management, Inc 10100.00%0.00%0.00%Q3 2020Q4 202210
Aufman Associates Inc 640.17%0.18%0.20%Q1 2021Q3 202310
BerganKDV Wealth Management, LLC 510.00%0.00%0.01%Q2 2018Q4 202210
Almanack Investment Partners, LLC. 10100.01%0.24%0.90%Q2 2020Q3 202210
Destination Wealth Management 610.00%0.01%0.03%Q1 2018Q1 202210
Austin Private Wealth, LLC 10100.27%0.38%0.52%Q2 2021Q3 202310
WASHINGTON TRUST Co 10100.00%0.00%0.00%Q2 2021Q3 202310
Horan Securities, Inc. 730.01%0.01%0.02%Q4 2020Q2 202310
WOLFF WIESE MAGANA LLC 10100.05%0.05%0.06%Q2 2021Q3 202310
Choate Investment Advisors 10100.00%0.00%0.00%Q2 2021Q3 202310
CEDAR HILL ASSOCIATES, LLC 10100.10%0.20%0.31%Q3 2016Q4 201810
COWA, LLC 820.03%1.48%2.75%Q4 2020Q3 202310
Berkshire Money Management, Inc. 820.06%0.08%0.19%Q3 2018Q4 202210
CapWealth Advisors, LLC 10100.03%0.03%0.04%Q2 2021Q3 202310
Wealthspire Advisors, LLC 910.04%0.05%0.06%Q1 2021Q3 202310
Key FInancial Inc 10100.01%0.01%0.01%Q2 2021Q3 202310
MUFG Americas Holdings Corp 610.00%0.00%0.00%Q4 2018Q3 202210
GPS Wealth Strategies Group, LLC 730.00%0.00%0.00%Q1 2021Q3 202310
Huber Financial Advisors, LLC 10100.17%0.29%0.42%Q4 2017Q1 202010
OGOREK ANTHONY JOSEPH /NY/ /ADV 10100.04%0.06%0.09%Q4 2014Q1 201710
Integrated Wealth Concepts LLC 10100.01%0.02%0.02%Q2 2021Q3 202310
Qube Research & Technologies Ltd 820.00%0.00%0.00%Q1 2021Q3 202310
Prospera Financial Services Inc 10100.01%0.08%0.11%Q2 2021Q3 202310
Burleson & Company, LLC 730.00%0.14%0.22%Q4 2017Q4 202210
Syverson Strege & Co 10100.02%0.44%0.76%Q4 2020Q1 202310
R. W. Roge & Company, Inc. 820.27%1.75%2.70%Q4 2019Q3 202310
Beacon Pointe Advisors, LLC 990.01%0.01%0.01%Q3 2021Q3 20239
SUNTRUST BANKS INC 990.00%0.00%0.00%Q3 2017Q3 20199
BDO Wealth Advisors, LLC 990.01%0.01%0.01%Q3 2020Q3 20229
Cresset Asset Management, LLC 990.00%0.01%0.01%Q3 2021Q3 20239
STUDIO INVESTMENT MANAGEMENT LLC 990.07%0.08%0.10%Q3 2021Q3 20239
361 CAPITAL LLC 990.12%0.20%0.38%Q2 2018Q2 20209
BESSEMER GROUP INC 810.00%0.00%0.00%Q1 2020Q3 20239
TimeScale Financial, Inc. 990.00%0.00%0.00%Q2 2021Q2 20239
AVANTAX ADVISORY SERVICES, INC. 810.00%0.01%0.05%Q3 2020Q3 20239
Dynamic Advisor Solutions LLC 310.01%0.05%0.12%Q2 2019Q3 20239
Kozak & Associates, Inc. 990.00%0.00%0.00%Q3 2021Q3 20239
MSI Financial Services Inc 990.00%0.01%0.03%Q4 2014Q4 20169
CREATIVE FINANCIAL DESIGNS INC /ADV 810.00%0.02%0.04%Q2 2021Q3 20239
Opes Advisors Inc 992.65%3.92%6.68%Q4 2016Q4 20189
Gradient Investments LLC 310.00%0.00%0.00%Q2 2017Q3 20239
LEAVELL INVESTMENT MANAGEMENT, INC. 990.03%0.16%0.31%Q3 2021Q3 20239
Robbins Farley 990.01%0.01%0.01%Q1 2021Q1 20239
Tradewinds Capital Management, LLC 990.00%0.01%0.02%Q4 2015Q4 20179
U.S. Capital Wealth Advisors, LLC 990.06%0.08%0.14%Q3 2021Q3 20239
SNS Financial Group, LLC 510.02%0.03%0.06%Q1 2018Q1 20229
Investors Research Corp 990.01%0.01%0.01%Q3 2021Q3 20239
WestHill Financial Advisors, Inc. 990.01%0.01%0.01%Q3 2021Q3 20239
Integrated Advisors Network LLC 990.04%0.05%0.06%Q3 2021Q3 20239
Advisor Group, Inc. 990.00%0.00%0.00%Q4 2017Q4 20199
McClarren Financial Advisors, Inc. 540.03%0.04%0.04%Q2 2021Q3 20239
Continuum Advisory, LLC 990.20%0.31%0.48%Q3 2021Q3 20239
HARBOUR INVESTMENTS, INC. 610.00%0.01%0.02%Q1 2021Q3 20239
Covenant Multifamily Offices, LLC 720.13%1.02%3.18%Q2 2019Q3 20219
Lester Murray Antman dba SimplyRich 880.09%0.09%0.10%Q3 2021Q2 20238
PEAPACK GLADSTONE FINANCIAL CORP 880.02%0.05%0.08%Q4 2021Q3 20238
Maryland Capital Management 410.01%0.02%0.04%Q4 2017Q3 20228
HB Wealth Management, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
COLLECTIVE FAMILY OFFICE LLC 880.09%1.15%1.94%Q4 2021Q3 20238
Capital Analysts, LLC 710.00%0.00%0.00%Q4 2020Q3 20238
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 880.17%1.24%3.22%Q4 2021Q3 20238
Lenox Wealth Advisors, LLC 620.00%0.00%0.00%Q3 2019Q4 20218
Sandy Spring Bank 410.00%0.00%0.01%Q4 2019Q3 20238
Northland Capital Management LLC 884.98%9.35%12.42%Q4 2021Q3 20238
Lowe Wealth Advisors, LLC 880.01%0.01%0.01%Q1 2022Q4 20238
Northwest Bancshares, Inc. 889.16%16.84%21.43%Q4 2021Q3 20238
Avant Capital LLC 883.85%4.07%4.36%Q4 2021Q3 20238
Schrum Private Wealth Management LLC 881.27%1.45%1.54%Q4 2021Q3 20238
Aspire Wealth Management Corp 880.25%0.83%1.70%Q4 2021Q3 20238
Kavar Capital Partners, LLC 620.00%0.37%0.78%Q1 2018Q3 20208
Bison Wealth, LLC 620.00%0.04%0.15%Q1 2015Q4 20218
Avidian Wealth Solutions, LLC 880.16%0.19%0.23%Q4 2021Q3 20238
Consilium Wealth Advisory, LLC 880.48%2.91%4.59%Q4 2021Q3 20238
WESPAC Advisors, LLC 530.36%1.53%3.43%Q3 2014Q3 20238
CIDEL ASSET MANAGEMENT INC 880.11%0.16%0.24%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 881.77%3.01%4.79%Q4 2021Q3 20238
Vantage Investment Advisors, LLC 880.00%0.01%0.03%Q4 2016Q3 20188
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Center for Financial Planning, Inc. 620.00%0.00%0.01%Q4 2019Q2 20238
EXENCIAL WEALTH ADVISORS, LLC 880.04%0.14%0.19%Q4 2021Q3 20238
Red Tortoise LLC 442.41%2.74%3.15%Q3 2021Q3 20238
Sigma Planning Corp 880.03%0.04%0.06%Q4 2021Q3 20238
Paradigm Financial Partners, LLC 880.08%0.37%0.79%Q4 2021Q3 20238
SeaCrest Wealth Management, LLC 610.00%0.01%0.03%Q4 2017Q2 20238
Jackson Wealth Management, LLC 880.16%0.94%1.71%Q1 2021Q4 20228
Global Retirement Partners, LLC 710.00%0.01%0.03%Q1 2020Q3 20238
Perigon Wealth Management, LLC 710.03%0.05%0.11%Q3 2011Q3 20238
Pillar Wealth Advisors, LLC 880.42%0.77%0.96%Q4 2021Q3 20238
Strategic Wealth Partners, Ltd. 620.00%0.05%0.08%Q2 2019Q4 20228
Snowden Capital Advisors LLC 620.02%0.04%0.15%Q1 2021Q1 20238
Bell Investment Advisors, Inc 621.57%5.12%8.35%Q3 2021Q3 20238
Parkside Investments, LLC 880.21%0.30%0.40%Q4 2018Q3 20208
MORRIS FINANCIAL CONCEPTS, INC. 880.22%0.24%0.28%Q4 2021Q3 20238
Larson Financial Group LLC 710.00%0.01%0.03%Q4 2019Q3 20238
SHEETS SMITH WEALTH MANAGEMENT 880.03%0.09%0.11%Q4 2021Q3 20238
Brand Asset Management Group, Inc. 880.00%0.00%0.00%Q2 2019Q1 20218
Clark Capital Management Group, Inc. 430.10%0.94%3.82%Q3 2021Q3 20237
SJS Investment Consulting Inc. 520.02%0.06%0.12%Q4 2021Q3 20237
AlphaCore Capital LLC 610.02%0.04%0.08%Q4 2019Q3 20237
Financial Strategies Group, Inc. 775.27%5.56%6.17%Q1 2022Q3 20237
Johnson Bixby & Associates, LLC 770.10%0.47%0.60%Q1 2022Q3 20237
Darwin Wealth Management, LLC 770.14%0.73%1.90%Q1 2022Q3 20237
SOA Wealth Advisors, LLC. 770.00%0.00%0.00%Q1 2022Q3 20237
IAG Wealth Partners, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
THOROUGHBRED FINANCIAL SERVICES, LLC 770.05%0.10%0.16%Q1 2022Q3 20237
Jacobi Capital Management LLC 610.00%0.00%0.00%Q2 2018Q3 20217
Rosenberg Matthew Hamilton 770.01%0.01%0.01%Q3 2021Q1 20237
PARK AVENUE SECURITIES LLC 430.01%0.02%0.03%Q3 2021Q3 20237
Wealthcare Advisory Partners LLC 320.00%0.00%0.01%Q4 2018Q2 20217
UMB Bank, n.a. 770.00%0.00%0.00%Q4 2021Q2 20237
WEALTHFRONT Corp 520.00%0.00%0.01%Q2 2015Q3 20187
Cetera Investment Advisers 430.00%0.04%0.09%Q4 2021Q3 20237
Personal Capital Advisors Corp 610.00%0.00%0.00%Q4 2020Q4 20227
Raleigh Capital Management Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
HUNTINGTON NATIONAL BANK 770.00%0.00%0.00%Q1 2022Q3 20237
DELTA ASSET MANAGEMENT LLC/TN 430.00%0.00%0.00%Q2 2021Q3 20237
FIFTH THIRD BANCORP 210.00%0.00%0.00%Q4 2018Q3 20237
FRG Family Wealth Advisors LLC 770.18%0.35%0.49%Q1 2022Q3 20237
CENTRAL TRUST Co 770.00%0.00%0.00%Q1 2021Q3 20227
Concord Wealth Partners 430.00%0.00%0.00%Q4 2021Q3 20237
Ironwood Financial, llc 520.00%0.00%0.01%Q2 2015Q1 20177
Ameritas Advisory Services, LLC 610.01%0.02%0.02%Q4 2021Q3 20237
Laidlaw Wealth Management LLC 770.14%0.17%0.19%Q4 2021Q2 20237
Transamerica Financial Advisors, Inc. 610.00%0.00%0.01%Q2 2019Q3 20237
CARDIFF PARK ADVISORS, LLC 770.06%0.06%0.07%Q4 2021Q2 20237
Koshinski Asset Management, Inc. 430.00%0.02%0.05%Q3 2021Q3 20237
Rockbridge Investment Management, LCC 770.00%0.00%0.00%Q2 2020Q4 20217
Cerity Partners LLC 770.00%0.02%0.04%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.01%0.02%0.13%Q1 2022Q3 20237
Roof Eidam Maycock Peralta, LLC 520.27%1.83%4.83%Q4 2014Q3 20237
SCHMIDT P J INVESTMENT MANAGEMENT INC 770.08%0.61%1.19%Q1 2022Q3 20237
BRR OpCo, LLC 770.03%0.05%0.08%Q1 2021Q3 20227
SFMG, LLC 770.64%0.90%1.39%Q4 2013Q2 20157
REGIONS FINANCIAL CORP 610.00%0.00%0.00%Q4 2017Q2 20237
KCM INVESTMENT ADVISORS LLC 520.01%0.03%0.04%Q4 2020Q3 20237
Welch Group, LLC 430.02%0.02%0.03%Q4 2021Q3 20237
GHP Investment Advisors, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
IEQ CAPITAL, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Guardian Financial Partners, LLC 611.88%2.21%2.44%Q4 2021Q3 20237
FIRST FOUNDATION ADVISORS 660.01%0.01%0.01%Q1 2022Q2 20236
Haverford Trust Co 660.05%0.11%0.15%Q2 2022Q3 20236
PRIVATE CAPITAL MANAGEMENT LLC 510.24%0.34%0.36%Q4 2018Q3 20236
GREAT VALLEY ADVISOR GROUP, INC. 660.02%0.08%0.24%Q2 2022Q3 20236
GeoWealth Management, LLC 420.00%0.03%0.08%Q1 2022Q3 20236
PARAMETRIC PORTFOLIO ASSOCIATES LLC 660.00%0.00%0.00%Q4 2020Q1 20226
PIN OAK INVESTMENT ADVISORS INC 660.00%0.00%0.00%Q3 2020Q4 20216
Freestone Capital Holdings, LLC 510.01%0.01%0.02%Q4 2020Q3 20236
Next Capital Management LLC 660.09%0.14%0.18%Q4 2018Q1 20206
ANGELES WEALTH MANAGEMENT, LLC 660.15%0.17%0.20%Q2 2022Q3 20236
Curtis Advisory Group, LLC 660.17%0.18%0.19%Q2 2022Q3 20236
BRIGHTON JONES LLC 660.01%0.01%0.02%Q2 2021Q3 20226
ACIMA PRIVATE WEALTH, LLC 660.01%0.01%0.01%Q4 2020Q1 20226
SHINE INVESTMENT ADVISORY SERVICES INC 660.00%0.02%0.03%Q4 2018Q1 20206
MYCIO WEALTH PARTNERS, LLC 510.00%0.00%0.00%Q3 2014Q4 20196
Fisher Asset Management, LLC 210.00%0.00%0.00%Q3 2018Q3 20236
SRS Capital Advisors, Inc. 210.00%0.00%0.00%Q1 2020Q3 20236
Freedman Financial Associates, Inc. 660.09%0.10%0.10%Q4 2020Q1 20226
Kalos Management, Inc. 660.16%0.40%0.52%Q1 2022Q2 20236
McCarthy Asset Management, Inc. 660.06%0.06%0.06%Q4 2020Q1 20226
DOWLING & YAHNKE LLC 660.01%0.01%0.01%Q2 2021Q3 20226
Solitude Financial Services 660.32%0.56%0.69%Q2 2022Q3 20236
Randolph Co Inc 660.03%0.03%0.03%Q4 2020Q1 20226
Summit Financial Wealth Advisors, LLC 660.09%0.15%0.19%Q2 2017Q3 20186
Paragon Capital Management LLC 660.12%0.13%0.14%Q1 2021Q2 20226
Kingsview Wealth Management, LLC 660.20%0.21%0.22%Q2 2022Q3 20236
Sound Income Strategies, LLC 410.00%0.00%0.01%Q4 2019Q3 20236
VICTORY CAPITAL MANAGEMENT INC 660.01%0.03%0.03%Q3 2019Q4 20206
Relative Value Partners Group, LLC 510.02%0.04%0.05%Q1 2022Q3 20236
EP Wealth Advisors, LLC 210.01%0.01%0.04%Q1 2017Q3 20236
GUARDIAN WEALTH ADVISORS, LLC / NC 660.00%0.00%0.00%Q2 2022Q3 20236
First Horizon Advisors, Inc. 410.00%0.01%0.01%Q4 2014Q1 20196
Ten Capital Wealth Advisors, LLC 510.00%0.00%0.00%Q3 2021Q1 20236
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 660.29%0.38%0.46%Q2 2022Q3 20236
Legend Financial Advisors, Inc. 666.00%6.24%6.48%Q2 2022Q3 20236
J. L. Bainbridge & Co., Inc. 410.03%0.04%0.05%Q4 2019Q3 20215
Sequoia Financial Advisors, LLC 410.01%0.01%0.02%Q2 2022Q3 20235
WealthPLAN Partners, LLC 550.02%0.04%0.05%Q4 2022Q4 20235
TWO SIGMA SECURITIES, LLC 110.00%0.05%0.22%Q3 2017Q3 20225
High Net Worth Advisory Group LLC 550.05%0.05%0.06%Q4 2021Q4 20225
EVOKE WEALTH, LLC 550.02%0.02%0.02%Q4 2021Q4 20225
Hoover Financial Advisors, Inc. 550.01%0.02%0.02%Q2 2020Q2 20215
Tempus Wealth Planning, LLC 550.21%0.72%0.95%Q3 2022Q3 20235
FIRST MANHATTAN CO. LLC. 410.00%0.00%0.00%Q1 2017Q3 20225
THEORY FINANCIAL LLC 410.13%0.42%0.50%Q2 2022Q3 20235
MARINER INDEPENDENT ADVISOR NETWORK, LLC 320.04%0.11%0.20%Q2 2019Q3 20225
BlueCrest Capital Management Ltd 410.01%0.04%0.11%Q1 2021Q2 20235
Nicholas Hoffman & Company, LLC. 410.01%0.22%0.36%Q1 2022Q3 20235
Wagner Wealth Management, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
COMERICA SECURITIES,INC. 550.04%0.09%0.16%Q1 2021Q1 20225
O'Dell Group, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
Wescott Financial Advisory Group, LLC 550.11%0.18%0.22%Q1 2022Q1 20235
CALTON & ASSOCIATES, INC. 550.04%0.05%0.07%Q4 2020Q4 20215
Avior Wealth Management, LLC 320.00%0.00%0.00%Q3 2021Q3 20235
Mutual Advisors, LLC 550.02%0.03%0.04%Q4 2019Q4 20205
FRANKLIN RESOURCES INC 550.00%0.00%0.00%Q4 2020Q4 20215
FLPUTNAM INVESTMENT MANAGEMENT CO 550.01%0.01%0.01%Q3 2022Q3 20235
Cetera Advisors LLC 410.00%0.01%0.01%Q1 2019Q3 20235
PINNACLE ASSOCIATES LTD 550.00%0.00%0.00%Q1 2021Q1 20225
Pinnacle Bancorp, Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
Knuff & Co LLC 550.01%0.01%0.01%Q4 2018Q4 20195
Global Wealth Strategies & Associates 550.02%0.02%0.02%Q4 2022Q4 20235
FinTrust Capital Advisors, LLC 550.05%0.09%0.11%Q3 2022Q3 20235
Lafayette Investments 550.09%0.09%0.09%Q3 2022Q3 20235
FLOW TRADERS U.S. LLC 210.00%0.02%0.04%Q3 2016Q2 20235
Bank of New York Mellon Corp 320.00%0.00%0.00%Q2 2019Q3 20235
Foresight Wealth Management, LLC 550.18%0.23%0.27%Q1 2019Q1 20205
Atria Investments, Inc 320.01%0.02%0.04%Q2 2019Q1 20225
Savior LLC 440.06%0.15%0.21%Q3 2020Q2 20214
Ellevest, Inc. 210.00%0.00%0.01%Q1 2019Q1 20234
NewEdge Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
WFA of San Diego, LLC 210.00%0.00%0.01%Q2 2022Q3 20234
Corient Private Wealth LLC 440.04%0.04%0.05%Q4 2022Q3 20234
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 220.06%0.07%0.09%Q2 2022Q3 20234
Ahrens Investment Partners LLC 310.05%0.08%0.14%Q4 2021Q1 20234
Facet Wealth, Inc. 440.01%0.01%0.02%Q4 2022Q3 20234
Rice Partnership, LLC 440.01%0.01%0.01%Q2 2021Q1 20224
Kowal Investment Group, LLC 440.06%0.07%0.08%Q2 2022Q1 20234
GODSEY & GIBB, INC 310.01%0.02%0.04%Q1 2022Q3 20234
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
BUCKINGHAM STRATEGIC PARTNERS, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Index Fund Advisors, Inc. 220.02%0.02%0.03%Q4 2021Q3 20234
Clearshares LLC 441.92%2.96%3.87%Q2 2019Q1 20204
REILLY FINANCIAL ADVISORS, LLC 310.00%0.00%0.00%Q3 2018Q4 20214
LOWERY THOMAS, LLC 444.75%4.99%5.38%Q4 2022Q3 20234
Spectrum Management Group, LLC 440.01%0.02%0.02%Q4 2019Q3 20204
Milestone Investment Advisors LLC 440.29%0.38%0.57%Q4 2022Q3 20234
First Capital Advisors Group, LLC. 440.00%0.00%0.00%Q3 2022Q2 20234
Koesten, Hirschmann & Crabtree, INC. 4425.92%26.53%26.88%Q4 2022Q3 20234
Strategic Wealth Management Group, LLC 440.86%0.89%0.91%Q3 2020Q2 20214
Commonwealth Equity Services, Inc 440.00%0.00%0.00%Q4 2016Q3 20174
WARNER FINANCIAL, INC 440.18%0.36%0.50%Q4 2022Q3 20234
BOSTON FINANCIAL MANGEMENT LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Claraphi Advisory Network, LLC 310.00%1.51%5.76%Q1 2020Q3 20224
Eagle Strategies LLC 440.37%1.37%2.02%Q4 2022Q3 20234
MANAGED ACCOUNT SERVICES INC 440.06%0.07%0.07%Q4 2020Q3 20214
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.01%0.01%0.01%Q4 2022Q3 20234
MRA Associates USA LLC 441.00%2.56%4.29%Q4 2018Q3 20194
Lloyd Advisory Services, LLC. 441.81%1.94%2.03%Q2 2021Q1 20224
OLD MISSION CAPITAL LLC 220.05%0.13%0.19%Q3 2019Q3 20204
Farther Finance Advisors, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Empirical Asset Management, LLC 220.18%0.21%0.23%Q4 2021Q3 20234
Verum Partners LLC 442.07%4.04%5.23%Q4 2022Q3 20234
Sebold Capital Management, Inc. 441.69%1.75%1.86%Q4 2022Q3 20234
Lakewood Asset Management LLC 441.85%2.16%2.71%Q4 2022Q3 20234
ETFIDEA, LLC 310.09%0.12%0.18%Q4 2021Q3 20234
Sonora Investment Management Group, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Stonebridge Financial Planning Group, LLC 440.03%0.03%0.03%Q1 2021Q4 20214
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
BUILDER INVESTMENT GROUP INC /ADV 440.18%0.19%0.20%Q4 2022Q3 20234
Wealthfront Advisers LLC 440.00%0.00%0.00%Q4 2018Q3 20194
Carnegie Capital Asset Management, LLC 210.01%0.01%0.01%Q4 2019Q1 20224
Garrison Asset Management, LLC 310.18%0.18%0.18%Q1 2022Q1 20234
Trek Financial, LLC 440.03%0.04%0.04%Q1 2019Q4 20194
Rollins Financial 440.09%0.52%0.68%Q4 2022Q3 20234
Nalls Sherbakoff Group, LLC 311.28%1.42%1.81%Q4 2018Q3 20234
SVB WEALTH LLC 440.01%0.01%0.01%Q1 2021Q4 20214
55I, LLC 440.05%0.06%0.07%Q3 2021Q2 20224
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.13%0.19%0.23%Q4 2022Q3 20234
1 NORTH WEALTH SERVICES LLC 220.00%0.00%0.00%Q4 2018Q4 20194
Connectus Wealth, LLC 440.02%0.29%0.46%Q2 2022Q1 20234
Red Door Wealth Management, LLC 310.02%0.03%0.04%Q4 2019Q2 20214
BMS Financial Advisors, LLC 313.50%5.11%9.76%Q4 2021Q4 20224
Vivaldi Capital Management LP 440.14%0.16%0.23%Q4 2022Q3 20234
Kabarec Financial Advisors, Ltd. 330.01%0.01%0.01%Q4 2017Q2 20183
Beacon Capital Management, LLC 210.00%0.04%0.06%Q4 2022Q3 20233
Independence Bank of Kentucky 330.00%0.00%0.00%Q1 2019Q3 20193
BREITER CAPITAL MANAGEMENT INC 210.46%0.65%0.90%Q4 2018Q3 20193
CoreCap Advisors, LLC 330.00%0.05%0.09%Q2 2022Q4 20223
LIBERTY WEALTH MANAGEMENT LLC 110.01%0.42%1.26%Q2 2020Q1 20233
Anson Capital, Inc. 210.36%0.41%0.44%Q4 2022Q3 20233
Mosaic Family Wealth, LLC 330.02%0.03%0.03%Q1 2018Q3 20183
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.01%Q3 2022Q3 20233
Capital Investment Advisors, LLC 330.01%0.01%0.01%Q2 2023Q4 20233
M&R CAPITAL MANAGEMENT INC 330.00%0.00%0.00%Q2 2023Q4 20233
TCG Advisory Services, LLC 330.05%0.05%0.06%Q1 2023Q3 20233
Endurance Wealth Management, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2020Q3 20233
Stockman Wealth Management, Inc. 330.05%0.06%0.08%Q1 2022Q3 20223
Yoder Wealth Management, Inc. 331.14%1.36%1.81%Q1 2023Q3 20233
Global Wealth Management Investment Advisory, Inc. 210.00%0.00%0.01%Q4 2019Q3 20233
BB&T SECURITIES, LLC 210.00%0.00%0.00%Q2 2017Q3 20183
Y-Intercept (Hong Kong) Ltd 210.04%0.07%0.09%Q4 2021Q2 20233
Connecticut Wealth Management, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
CASTLE WEALTH MANAGEMENT LLC 210.10%0.11%0.14%Q2 2022Q2 20233
VANGUARD GROUP INC 330.00%0.00%0.00%Q1 2023Q3 20233
True Wealth Design, LLC 330.00%0.01%0.02%Q1 2023Q3 20233
Exchange Capital Management, Inc. 330.03%0.03%0.03%Q1 2018Q3 20183
RAYMOND JAMES TRUST N.A. 330.01%0.01%0.01%Q1 2023Q3 20233
Belpointe Asset Management LLC 210.00%0.01%0.03%Q1 2022Q1 20233
NewSquare Capital LLC 330.00%0.00%0.00%Q4 2022Q2 20233
ASPIRIANT, LLC 330.02%0.02%0.03%Q1 2018Q3 20183
Strategies Wealth Advisors, LLC 210.06%0.06%0.07%Q4 2021Q1 20233
COMMERCE BANK 210.00%0.00%0.00%Q4 2019Q2 20233
Meridian Wealth Advisors, LLC 210.05%0.07%0.10%Q4 2018Q1 20223
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 210.00%0.00%0.01%Q3 2018Q1 20223
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
Silicon Valley Capital Partners 330.00%0.00%0.00%Q1 2023Q3 20233
W.G. Shaheen & Associates DBA Whitney & Co 330.01%0.01%0.02%Q1 2018Q3 20183
WealthTrust-Arizona, LLC 330.00%0.00%0.00%Q2 2014Q4 20143
Prosperity Wealth Management, Inc. 330.23%0.79%1.48%Q4 2022Q2 20233
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.05%0.06%0.06%Q4 2017Q3 20183
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 334.60%4.83%4.98%Q1 2023Q3 20233
Professional Financial Advisors, LLC 330.01%0.02%0.02%Q1 2022Q3 20223
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 330.00%0.00%0.00%Q1 2018Q3 20183
Clearwater Capital Advisors, LLC 330.04%0.04%0.05%Q4 2017Q2 20183
Cape Investment Advisory, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.02%0.03%0.03%Q4 2022Q3 20233
ZRC WEALTH MANAGEMENT, LLC 339.94%10.34%10.62%Q1 2023Q3 20233
Garde Capital, Inc. 330.04%0.08%0.11%Q2 2018Q4 20183
Sage Mountain Advisors LLC 210.00%0.00%0.00%Q4 2021Q3 20233
FOUNDERS BANK & TRUST 330.09%0.09%0.09%Q2 2014Q4 20143
Ameritas Investment Partners, Inc. 330.01%0.01%0.01%Q1 2020Q3 20203
Horan Capital Advisors, LLC. 210.06%0.06%0.06%Q1 2019Q4 20193
Mosaic Financial Partners, Inc. 330.65%1.59%2.45%Q4 2017Q2 20183
LGT Financial Advisors LLC 210.02%0.03%0.05%Q4 2022Q3 20233
BENJAMIN F. EDWARDS & COMPANY, INC. 210.00%0.00%0.00%Q1 2022Q3 20233
Cutler Group LLC / CA 220.00%0.00%0.00%Q2 2023Q3 20233
HERITAGE WEALTH MANAGEMENT, LLC 210.00%0.00%0.01%Q2 2021Q1 20223
Castleview Partners, LLC 210.00%0.03%0.04%Q2 2021Q2 20223
Ritter Daniher Financial Advisory LLC / DE 210.00%0.01%0.03%Q2 2022Q1 20233
Madden Advisory Services, Inc. 220.02%0.02%0.02%Q2 2015Q3 20152
Moisand Fitzgerald Tamayo, LLC 110.00%0.01%0.01%Q4 2020Q3 20222
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
Consolidated Portfolio Review Corp 220.08%0.16%0.24%Q2 2023Q3 20232
Ancora Advisors LLC 110.00%0.00%0.00%Q3 2018Q2 20222
Archer Investment Corp 220.00%0.00%0.00%Q2 2023Q3 20232
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q4 2018Q3 20232
TOWNSQUARE CAPITAL LLC 220.00%0.00%0.01%Q1 2023Q2 20232
Future Financial Wealth Managment LLC 221.50%1.52%1.55%Q2 2023Q3 20232
SigFig Wealth Management, LLC 220.02%0.04%0.06%Q4 2021Q1 20222
Filbrandt Wealth Management, LLC 110.00%0.01%0.02%Q1 2020Q2 20212
CENTAURUS FINANCIAL, INC. 220.01%0.01%0.01%Q4 2021Q1 20222
Northwest Capital Management Inc 220.05%0.06%0.06%Q2 2023Q3 20232
FURE FINANCIAL CORP 220.06%0.06%0.06%Q1 2022Q2 20222
Ascent Group, LLC 220.06%0.06%0.06%Q4 2021Q1 20222
Fortitude Advisory Group L.L.C. 220.00%0.00%0.01%Q4 2021Q1 20222
Virtu Financial LLC 220.01%0.01%0.01%Q1 2018Q2 20182
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q4 20222
SILVER OAK SECURITIES, INCORPORATED 110.18%0.18%0.18%Q3 2022Q3 20232
Truadvice, LLC 220.50%0.68%0.85%Q2 2023Q3 20232
RITTER DANIHER FINANCIAL ADVISORY LLC 220.00%0.00%0.01%Q4 2021Q1 20222
Kernodle & Katon Asset Management Group, LLC 220.00%0.00%0.00%Q4 2015Q1 20162
Modera Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Kensington Investment Counsel, LLC 220.17%0.18%0.18%Q1 2021Q2 20212
RS CRUM INC. 220.16%0.16%0.17%Q4 2021Q1 20222
KMS FINANCIAL SERVICES, INC 220.04%0.05%0.05%Q2 2014Q3 20142
Brouwer & Janachowski, LLC 110.00%0.00%0.00%Q1 2014Q2 20152
CAPITAL ADVISORS INC/OK 220.01%0.01%0.01%Q2 2023Q3 20232
Zullo Investment Group, Inc. 220.02%0.02%0.02%Q3 2022Q4 20222
Successful Portfolios LLC 220.50%0.52%0.54%Q3 2019Q4 20192
Halpern Financial, Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
Homrich & Berg 220.01%0.01%0.01%Q2 2021Q3 20212
Versant Capital Management, Inc 220.00%0.00%0.00%Q3 2021Q4 20212
Virtue Capital Management, LLC 220.09%0.18%0.28%Q4 2021Q1 20222
Patriot Financial Group Insurance Agency, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Pasadena Private Wealth, LLC 114.31%4.88%5.44%Q3 2022Q1 20232
LVW Advisors, LLC 110.05%0.09%0.13%Q1 2019Q4 20192
Beaumont Financial Partners, LLC 220.04%0.05%0.05%Q2 2022Q3 20222
Trexquant Investment LP 220.04%0.06%0.09%Q2 2020Q3 20202
JFS WEALTH ADVISORS, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Prime Capital Investment Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
DAVENPORT & Co LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
SIMON QUICK ADVISORS, LLC 220.01%0.01%0.02%Q4 2019Q1 20202
Strata Wealth Advisors, LLC 110.24%0.37%0.50%Q1 2023Q3 20232
Johnson Financial Group, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q3 20212
Centennial Wealth Advisory LLC 221.44%3.16%4.89%Q4 2021Q1 20222
Pathway Financial Advisors LLC 220.03%0.04%0.04%Q1 2018Q2 20182
Concorde Asset Management, LLC 220.20%0.39%0.58%Q4 2021Q1 20222
Financial Connections Group, Inc. 220.01%0.01%0.01%Q4 2021Q1 20222
Darrow Company, Inc. 221.58%1.83%2.08%Q2 2023Q3 20232
New Republic Capital, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
BBR PARTNERS, LLC 220.05%0.06%0.07%Q4 2016Q1 20172
HT Partners LLC 2216.98%16.99%17.00%Q3 2015Q4 20152
SG Americas Securities, LLC 110.00%0.00%0.00%Q2 2015Q3 20162
Dechtman Wealth Management, LLC 220.16%0.17%0.17%Q2 2023Q3 20232
Covington Capital Management 220.38%0.40%0.41%Q4 2019Q1 20202
Apollon Wealth Management, LLC 220.01%0.01%0.02%Q1 2023Q2 20232
WealthPlan Investment Management, LLC 220.02%0.02%0.02%Q3 2022Q4 20222
CABANA LLC 110.00%0.00%0.00%Q4 2019Q2 20202
Hexagon Capital Partners LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Activest Wealth Management 110.00%0.00%0.00%Q3 2021Q3 20232
Scarborough Advisors, LLC 220.78%0.78%0.79%Q4 2022Q1 20232
VitalStone Financial, LLC 220.13%0.37%0.61%Q2 2023Q3 20232
Sugarloaf Wealth Management, LLC 220.05%0.05%0.06%Q2 2023Q3 20232
Cornerstone Management, Inc. 220.60%0.61%0.62%Q1 2018Q2 20182
BROWN ADVISORY INC 220.00%0.00%0.00%Q1 2023Q2 20232
Western Wealth Management, LLC 110.02%0.02%0.02%Q4 2021Q3 20232
Sabal Trust CO 220.03%0.04%0.04%Q2 2023Q3 20232
ACCESS FINANCIAL SERVICES, INC. 222.58%2.62%2.65%Q2 2023Q3 20232
WEDBUSH SECURITIES INC 220.01%0.01%0.01%Q2 2023Q3 20232
TOBIAS FINANCIAL ADVISORS, INC. 220.08%0.08%0.09%Q2 2023Q3 20232
Lion Street Advisors, LLC 220.11%0.20%0.29%Q4 2021Q1 20222
Pflug Koory, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
ESL Trust Services, LLC 223.17%3.42%3.68%Q4 2019Q1 20202
Laurel Wealth Planning LLC 220.01%0.01%0.02%Q3 2022Q4 20222
Kathmere Capital Management, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Truvestments Capital LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Transform Wealth, LLC 220.02%0.02%0.03%Q1 2023Q2 20232
Belvedere Trading LLC 110.00%0.00%0.00%Q3 2023Q3 20232
HAZLETT, BURT & WATSON, INC. 220.01%0.01%0.02%Q3 2022Q4 20222
SAGE FINANCIAL GROUP INC 220.03%0.05%0.07%Q2 2023Q3 20232
EPIQ Capital Group, LLC 220.61%0.65%0.69%Q4 2019Q1 20202
D'Orazio & Associates, Inc. 110.00%0.01%0.01%Q2 2017Q3 20212
Brookstone Capital Management 220.01%0.01%0.01%Q2 2023Q3 20232
TILIA FIDUCIARY PARTNERS, INC. 220.00%0.00%0.00%Q1 2022Q2 20222
Ford Financial Group, LLC 221.45%1.49%1.54%Q1 2022Q2 20222
Fortis Advisors, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
First Pacific Financial 220.04%0.04%0.04%Q2 2023Q3 20232
FIFTH THIRD SECURITIES, INC. 220.04%0.08%0.11%Q2 2023Q3 20232
Miracle Mile Advisors, LLC 110.01%0.02%0.02%Q3 2020Q4 20222
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
Inscription Capital, LLC 110.06%0.15%0.23%Q3 2019Q3 20212
Journey Advisory Group, LLC 220.85%0.87%0.89%Q2 2023Q3 20232
Windsor Wealth Management, Inc. 110.08%0.08%0.09%Q2 2019Q4 20192
FOUNDERS FINANCIAL SECURITIES LLC 220.04%0.04%0.05%Q2 2022Q3 20222
AMERICAN INTERNATIONAL GROUP, INC. 220.00%0.00%0.00%Q4 2015Q1 20162
Stratos Wealth Partners, LTD. 110.00%0.01%0.01%Q1 2018Q1 20222
TRUSTCORE FINANCIAL SERVICES, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
STRATEGIC WEALTH MANAGEMENT INC 226.48%6.90%7.33%Q4 2014Q1 20152
Merriman Wealth Management, LLC 221.00%1.02%1.04%Q2 2020Q3 20202
Cassady Schiller Wealth Management, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
ALTERNA WEALTH MANAGEMENT, INC 114.53%4.53%4.53%Q4 2018Q4 20181
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q2 2023Q2 20231
American Financial Network Advisory Services LLC 110.00%0.00%0.00%Q3 2017Q3 20171
CATALYST PRIVATE WEALTH, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
JEPPSON WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Realta Investment Advisors 110.00%0.00%0.00%Q2 2019Q2 20191
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Strategic Asset Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
One Charles Private Wealth Services, LLC 110.11%0.11%0.11%Q2 2020Q2 20201
Sterling Investment Advisors, Ltd. 110.01%0.01%0.01%Q2 2020Q2 20201
MCDONALD PARTNERS LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Coyle Financial Counsel LLC 110.06%0.06%0.06%Q2 2018Q2 20181
Econ Financial Services Corp 114.66%4.66%4.66%Q4 2018Q4 20181
Independent Wealth Network Inc. 110.18%0.18%0.18%Q1 2022Q1 20221
USA FINANCIAL FORMULAS 110.00%0.00%0.00%Q4 2018Q4 20181
Slow Capital, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q4 2023Q4 20231
EPG Wealth Management LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Permit Capital Advisors, LLC 112.58%2.58%2.58%Q1 2022Q1 20221
MARSHALL & SULLIVAN INC /WA/ 110.00%0.00%0.00%Q2 2018Q2 20181
FORTEM FINANCIAL GROUP, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Beacon Wealthcare LLC 110.11%0.11%0.11%Q2 2021Q2 20211
Trifecta Capital Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Pekin Hardy Strauss, Inc. 110.40%0.40%0.40%Q4 2014Q4 20141
Herold Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Liberty Capital Management, Inc. 110.16%0.16%0.16%Q4 2022Q4 20221
MARIPAU WEALTH MANAGEMENT LLC 110.27%0.27%0.27%Q1 2022Q1 20221
Lansing Street Advisors 110.03%0.03%0.03%Q1 2022Q1 20221
LifePlan Financial Group, Inc 110.03%0.03%0.03%Q3 2019Q3 20191
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
Avion Wealth 110.00%0.00%0.00%Q3 2023Q3 20231
Latitude Advisors, LLC 110.10%0.10%0.10%Q1 2022Q1 20221
Financial Advantage, Inc. 110.01%0.01%0.01%Q2 2020Q2 20201
Strategic Wealth Investment Group, LLC 110.10%0.10%0.10%Q2 2022Q2 20221
Angeles Investment Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Crestone Asset Management LLC 110.11%0.11%0.11%Q1 2020Q1 20201
QRG CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Stiles Financial Services Inc 110.10%0.10%0.10%Q2 2023Q2 20231
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
Clear Perspectives Financial Planning, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Vista Private Wealth Partners. LLC 110.05%0.05%0.05%Q3 2019Q3 20191
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q4 2021Q4 20211
First Command Bank 110.00%0.00%0.00%Q1 2021Q1 20211
Equitable Holdings, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
ALPS ADVISORS INC 110.33%0.33%0.33%Q3 2023Q3 20231
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Safeguard Financial, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
Morling Financial Advisors, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
CHANNEL WEALTH LLC 110.30%0.30%0.30%Q4 2023Q4 20231
Capital Planning Advisors, LLC 110.14%0.14%0.14%Q1 2017Q1 20171
Evolution Advisers, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Moss Adams Wealth Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
VisionPoint Advisory Group, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
STANCORP INVESTMENT ADVISERS INC 110.00%0.00%0.00%Q1 2015Q1 20151
SC&H Financial Advisors, Inc. 110.07%0.07%0.07%Q2 2023Q2 20231
Marietta Wealth Management, LLC 110.27%0.27%0.27%Q4 2016Q4 20161
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Creative Capital Management Investments LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Empowered Funds, LLC 110.42%0.42%0.42%Q1 2022Q1 20221
PALLADIUM PARTNERS LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Arjuna Capital 110.04%0.04%0.04%Q2 2021Q2 20211
DWM Financial Group, Inc. 110.64%0.64%0.64%Q4 2019Q4 20191
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Cordasco Financial Network 110.00%0.00%0.00%Q4 2021Q4 20211
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Phocas Financial Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Wedmont Private Capital 110.06%0.06%0.06%Q3 2023Q3 20231
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q4 2021Q4 20211
Level Financial Advisors 110.00%0.00%0.00%Q2 2022Q2 20221
Grandview Asset Management LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Global Trust Asset Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Reby Advisors, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Strategic Investment Solutions, Inc. /IL 110.00%0.00%0.00%Q1 2023Q1 20231
Wambolt & Associates, LLC 110.18%0.18%0.18%Q1 2023Q1 20231
Betterment LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Williams Jones Wealth Management, LLC. 110.00%0.00%0.00%Q3 2023Q3 20231
Csenge Advisory Group 110.14%0.14%0.14%Q1 2022Q1 20221
DAYMARK WEALTH PARTNERS, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Regal Investment Advisors LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Pacific Center for Financial Services 110.01%0.01%0.01%Q3 2021Q3 20211
SYM FINANCIAL Corp 110.00%0.00%0.00%Q2 2023Q2 20231
Newbridge Financial Services Group, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
Abacus Planning Group, Inc. 110.10%0.10%0.10%Q4 2019Q4 20191
Valley Brook Capital Group, Inc. 110.12%0.12%0.12%Q1 2021Q1 20211
Providence Capital Advisors, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
LOCKERMAN FINANCIAL GROUP, INC. 110.74%0.74%0.74%Q1 2022Q1 20221
Team Financial Group, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
SEI INVESTMENTS CO 110.00%0.00%0.00%Q1 2017Q1 20171
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Arlington Partners LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Hudock, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
NVWM, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 110.00%0.00%0.00%Q1 2022Q1 20221
SYNOVUS FINANCIAL CORP 110.01%0.01%0.01%Q3 2023Q3 20231
WHITTIER TRUST CO 110.00%0.00%0.00%Q1 2019Q1 20191
Andrew Hill Investment Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Atlantic Private Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Cascade Investment Advisors, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Beaird Harris Wealth Management, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Meridian Wealth Management, LLC 110.27%0.27%0.27%Q3 2023Q3 20231
DB Wealth Management Group, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
SteelPeak Wealth, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Bristlecone Advisors, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Manchester Capital Management LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Golden State Wealth Management, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Cable Hill Partners, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Frontier Wealth Management LLC 110.29%0.29%0.29%Q4 2018Q4 20181
Pallas Capital Advisors LLC 110.45%0.45%0.45%Q3 2023Q3 20231
Karp Capital Management Corp 110.00%0.00%0.00%Q4 2018Q4 20181
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
PATTEN & PATTEN INC/TN 110.03%0.03%0.03%Q3 2023Q3 20231
Clear Creek Financial Management, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
EVERGREEN CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q3 2023Q3 20231
PrairieView Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Sand Hill Global Advisors, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
GTS SECURITIES LLC 110.02%0.02%0.02%Q2 2023Q2 20231
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Concert Wealth Management Inc. 110.01%0.01%0.01%Q3 2016Q3 20161
Hanson & Doremus Investment Management 110.01%0.01%0.01%Q4 2022Q4 20221
Prism Advisors, Inc. 113.56%3.56%3.56%Q3 2023Q3 20231
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Klaas Financial Asset Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Apella Capital, LLC 110.03%0.03%0.03%Q4 2023Q4 20231
KANAWHA CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Indiana Trust & Investment Management CO 110.02%0.02%0.02%Q3 2023Q3 20231
Winslow, Evans & Crocker, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
USAdvisors Wealth Management, LLC 110.47%0.47%0.47%Q3 2018Q3 20181
OLD NATIONAL BANCORP /IN/ 110.01%0.01%0.01%Q1 2015Q1 20151
WEST PACES ADVISORS INC. 110.02%0.02%0.02%Q2 2021Q2 20211
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q3 2019Q3 20191
Balentine LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Relaxing Retirement Coach 110.11%0.11%0.11%Q3 2020Q3 20201
Sutton Wealth Advisors Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
San Luis Wealth Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Ergoteles LLC 110.04%0.04%0.04%Q2 2022Q2 20221
SUMMITRY LLC 110.01%0.01%0.01%Q1 2022Q1 20221
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
JMG Financial Group, Ltd. 110.01%0.01%0.01%Q1 2022Q1 20221
Sowell Financial Services LLC 110.01%0.01%0.01%Q4 2016Q4 20161
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Legacy Capital Partners, Inc. 110.09%0.09%0.09%Q3 2018Q3 20181
Baird Financial Group, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Atomi Financial Group, Inc. 110.13%0.13%0.13%Q1 2023Q1 20231
Advisory Alpha, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Carter Financial Group, INC. 110.62%0.62%0.62%Q1 2022Q1 20221
LITTLE HOUSE CAPITAL LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Worth Asset Management, LLC 110.06%0.06%0.06%Q2 2022Q2 20221
MACROVIEW INVESTMENT MANAGEMENT LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Capital Advisory Group Advisory Services, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
SEGALL BRYANT & HAMILL, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Element Wealth, LLC 110.01%0.01%0.01%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.