SCHWAB STRATEGIC TR shareholder history

Current and past SCHWAB STRATEGIC TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.02%Q2 2013Q3 2023112
Cutler Group LLC / CA 2030.00%0.00%0.19%Q4 2015Q3 202364
Newman Dignan & Sheerar, Inc. 42420.15%3.52%6.63%Q2 2013Q3 202342
Summit Asset Management, LLC 424210.22%12.28%18.38%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.02%0.07%Q2 2013Q3 202342
GHP Investment Advisors, Inc. 42420.10%0.13%0.16%Q2 2013Q3 202342
Scott & Selber, Inc. 42420.79%0.99%1.24%Q2 2013Q3 202342
ProVise Management Group, LLC 42420.47%1.57%3.15%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.17%0.58%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.23%0.74%Q2 2013Q3 202342
NORTHWEST INVESTMENT COUNSELORS, LLC 42420.35%0.94%1.66%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.04%0.07%0.16%Q2 2013Q3 202342
Roundview Capital LLC 42420.11%0.47%1.09%Q2 2013Q3 202342
Courage Miller Partners, LLC 42420.25%3.44%4.71%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.00%0.02%0.02%Q2 2013Q4 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.03%0.16%Q2 2013Q3 202342
Madden Advisory Services, Inc. 42420.22%1.00%3.63%Q2 2013Q3 202342
HENGEHOLD CAPITAL MANAGEMENT LLC 42421.86%3.23%7.57%Q2 2013Q3 202342
Van Cleef Asset Management,Inc 42420.09%0.28%0.57%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.02%0.09%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.08%Q2 2013Q3 202342
SIGNATUREFD, LLC 41410.01%0.04%0.08%Q3 2013Q3 202341
CITIGROUP INC 41410.00%0.01%0.01%Q3 2013Q3 202341
Creative Planning 3380.00%0.03%0.16%Q2 2013Q3 202341
DELTA ASSET MANAGEMENT LLC/TN 41410.02%0.03%0.03%Q3 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.00%Q2 2013Q3 202341
Apriem Advisors 30110.05%1.61%9.69%Q2 2013Q3 202341
Capital Investment Advisors, LLC 41410.06%0.07%0.09%Q4 2013Q4 202341
WOLVERINE TRADING, LLC 510.00%0.00%0.02%Q3 2016Q3 202340
Eagle Capital Management, LLC 40400.56%2.04%12.86%Q4 2013Q3 202340
AMERIPRISE FINANCIAL INC 40400.00%0.05%0.24%Q4 2013Q3 202340
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 40400.23%0.52%0.96%Q4 2013Q3 202340
Keystone Financial Planning, Inc. 40403.24%13.28%41.55%Q4 2013Q3 202340
PNC FINANCIAL SERVICES GROUP, INC. 40400.00%0.00%0.00%Q4 2013Q3 202340
Buckingham Capital Management, Inc. 27130.04%0.33%1.10%Q2 2013Q3 202340
Private Advisor Group, LLC 40400.03%0.13%0.87%Q4 2013Q3 202340
ENVESTNET ASSET MANAGEMENT INC 40400.00%0.09%0.20%Q4 2013Q3 202340
TOTH FINANCIAL ADVISORY CORP 40400.00%0.13%0.37%Q4 2013Q3 202340
Bangor Savings Bank 39390.06%0.36%0.47%Q1 2014Q3 202339
Strategic Advisors LLC 28110.04%0.99%3.86%Q2 2013Q3 202339
KCM INVESTMENT ADVISORS LLC 39390.04%0.30%0.62%Q1 2014Q3 202339
Eidelman Virant Capital 38380.77%1.37%4.54%Q2 2013Q3 202238
Garrison Asset Management, LLC 38380.16%0.45%0.89%Q2 2014Q3 202338
Citadel Advisors 1310.00%0.00%0.01%Q2 2017Q3 202338
B & T Capital Management DBA Alpha Capital Management 38380.17%0.94%3.17%Q2 2014Q3 202338
Regal Investment Advisors LLC 3710.10%1.63%9.08%Q2 2013Q3 202338
Rench Wealth Management, Inc. 38380.23%0.43%0.94%Q2 2014Q3 202338
RKL Wealth Management LLC 37370.04%0.35%1.05%Q3 2014Q3 202337
LEAVELL INVESTMENT MANAGEMENT, INC. 37370.06%0.68%1.73%Q3 2014Q3 202337
PITTENGER & ANDERSON INC 37370.00%0.55%1.33%Q3 2014Q3 202337
JNBA Financial Advisors 37370.04%1.88%4.78%Q3 2014Q3 202337
FAGAN ASSOCIATES, INC. 2340.47%0.99%1.42%Q1 2014Q3 202337
JUNCTURE WEALTH STRATEGIES, LLC 37370.41%2.11%3.95%Q4 2014Q4 202337
Johnson Financial Group, Inc. 3310.00%0.14%0.32%Q1 2014Q3 202336
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 36360.11%1.34%2.21%Q4 2014Q3 202336
Nadler Financial Group, Inc. 36360.09%0.86%4.45%Q4 2014Q3 202336
UBS Group AG 36360.00%0.05%0.13%Q4 2014Q3 202336
LVW Advisors, LLC 36360.16%2.13%13.17%Q4 2014Q3 202336
Barnett & Company, Inc. 36360.34%2.13%5.74%Q4 2014Q3 202336
VALLEY NATIONAL ADVISERS INC 36360.23%1.61%4.11%Q4 2014Q3 202336
Mengis Capital Management, Inc. 36360.08%0.24%0.43%Q4 2014Q3 202336
Stockman Wealth Management, Inc. 36360.11%0.95%1.87%Q4 2014Q3 202336
Cambridge Advisors Inc. 36360.51%0.70%1.27%Q4 2014Q3 202336
First Personal Financial Services 36360.00%0.02%0.04%Q4 2014Q3 202336
Northstar Group, Inc. 36360.87%1.63%2.61%Q4 2014Q3 202336
Edge Wealth Management LLC 35350.00%0.13%0.38%Q2 2013Q4 202135
Sandy Spring Bank 35350.01%0.01%0.08%Q1 2015Q3 202335
Financial Architects, Inc 2510.01%1.01%3.93%Q3 2013Q2 202335
SEI INVESTMENTS CO 35350.00%0.00%0.01%Q1 2015Q3 202335
Wills Financial Group, Inc. 35350.32%0.61%0.81%Q1 2015Q3 202335
Koshinski Asset Management, Inc. 19160.39%1.35%2.95%Q4 2014Q3 202335
JFS WEALTH ADVISORS, LLC 35350.00%0.00%0.03%Q1 2015Q3 202335
HUNTINGTON NATIONAL BANK 1720.00%0.00%0.02%Q4 2014Q3 202335
Bank of New York Mellon Corp 2410.00%0.00%0.01%Q2 2013Q3 202335
Roble, Belko & Company, Inc 35350.00%0.01%0.04%Q1 2015Q3 202335
ROCKY MOUNTAIN ADVISERS, LLC 35350.09%3.49%6.65%Q1 2015Q3 202335
Charles Schwab Investment Advisory, Inc. 35350.08%0.92%1.40%Q1 2015Q3 202335
Sharkey, Howes & Javer 35350.97%5.76%19.78%Q1 2015Q3 202335
Mariner, LLC 2960.02%0.34%0.85%Q2 2014Q3 202335
Capital Advantage, Inc. 18170.10%3.27%6.18%Q4 2014Q3 202335
Summit Financial Wealth Advisors, LLC 3220.02%1.08%2.32%Q1 2015Q3 202334
Homrich & Berg 34340.43%2.91%7.40%Q2 2013Q3 202134
CapWealth Advisors, LLC 2160.00%0.15%0.70%Q2 2013Q3 202334
OARSMAN CAPITAL, INC. 20140.10%0.28%0.59%Q4 2013Q3 202334
Tortoise Investment Management, LLC 34340.00%0.00%0.02%Q2 2015Q3 202334
RAYMOND JAMES & ASSOCIATES 34340.00%0.03%0.11%Q2 2015Q3 202334
Raymond James Financial Services Advisors, Inc. 3310.11%0.28%0.66%Q2 2013Q3 202334
CAPTRUST FINANCIAL ADVISORS 2950.01%0.08%0.22%Q1 2015Q3 202334
Atria Investments, Inc 1310.02%0.33%1.27%Q2 2013Q3 202334
WHITTIER TRUST CO 3040.00%0.02%0.16%Q4 2014Q3 202334
MCF Advisors LLC 1970.00%0.02%0.20%Q4 2013Q3 202334
PLANNING ALTERNATIVES LTD /ADV 33330.33%1.06%2.18%Q3 2015Q3 202333
NAPLES GLOBAL ADVISORS, LLC 33330.12%0.24%0.38%Q3 2015Q3 202333
HighTower Advisors, LLC 3210.00%0.07%0.26%Q2 2015Q3 202333
Ironwood Investment Counsel, LLC 1940.07%0.11%0.20%Q4 2014Q3 202333
Valmark Advisers, Inc. 33330.01%0.40%1.14%Q3 2015Q3 202333
StrategIQ Financial Group, LLC 32320.12%0.30%0.65%Q4 2015Q3 202332
GOLDMAN SACHS GROUP INC 1210.00%0.00%0.01%Q2 2012Q3 202332
SALEM INVESTMENT COUNSELORS INC 18140.01%0.03%0.06%Q4 2013Q3 202332
JANE STREET GROUP, LLC 1710.00%0.01%0.09%Q1 2014Q3 202332
Sheaff Brock Investment Advisors, LLC 32320.02%0.05%0.14%Q4 2015Q3 202332
TRUE Private Wealth Advisors 32320.06%0.09%0.14%Q4 2015Q3 202332
D.A. DAVIDSON & CO. 32320.01%0.44%0.79%Q4 2015Q3 202332
GW HENSSLER & ASSOCIATES LTD 2480.02%0.04%0.07%Q3 2015Q3 202332
Tower Research Capital LLC (TRC) 820.00%0.07%0.30%Q2 2014Q3 202332
KING LUTHER CAPITAL MANAGEMENT CORP 32320.01%0.01%0.01%Q4 2015Q3 202332
FRG Family Wealth Advisors LLC 32320.27%1.34%2.80%Q4 2015Q3 202332
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2840.00%0.22%0.87%Q3 2015Q3 202332
BlackRock Inc. 32320.00%0.00%0.00%Q4 2015Q3 202332
Legacy Private Trust Co. 32320.19%0.57%0.74%Q4 2015Q3 202332
OPTIMUM INVESTMENT ADVISORS 2470.00%0.01%0.01%Q3 2013Q4 202331
DUNCKER STREETT & CO INC 31310.02%0.09%0.16%Q1 2016Q3 202331
Silver Lake Advisory, LLC 2620.18%0.41%0.75%Q3 2014Q2 202331
Baystate Wealth Management LLC 31310.07%0.38%0.73%Q1 2016Q3 202331
Asset Dedication, LLC 2650.15%0.40%0.68%Q4 2015Q3 202331
Frontier Wealth Management LLC 31310.02%0.30%0.98%Q4 2014Q2 202231
Brinker Capital Investments, LLC 1550.00%0.03%0.06%Q2 2013Q4 202231
FINANCIAL CONSULATE, INC 2650.09%1.49%5.03%Q4 2015Q3 202331
Whitegate Investment Counselors, Inc. 3011.80%3.30%6.35%Q1 2014Q3 202331
Sutton Wealth Advisors Inc. 31310.12%0.15%0.18%Q1 2016Q3 202331
JPMORGAN CHASE & CO 31310.00%0.02%0.06%Q1 2016Q3 202331
IFP Advisors, Inc 17140.01%0.23%0.48%Q4 2015Q3 202331
Geneos Wealth Management Inc. 31310.01%0.53%1.04%Q1 2016Q3 202331
Cedar Wealth Management, LLC 31310.15%2.49%11.56%Q1 2016Q3 202331
HAMEL ASSOCIATES, INC. 31310.13%0.77%1.12%Q1 2016Q3 202331
Evanson Asset Management, LLC 30300.08%0.16%0.23%Q2 2016Q3 202330
BOK Financial Private Wealth, Inc. 30300.06%0.13%0.20%Q2 2016Q3 202330
FIRST FINANCIAL CORP /IN/ 30300.06%0.25%0.51%Q2 2016Q3 202330
Allworth Financial LP 20100.00%0.05%0.18%Q4 2014Q3 202330
Texas Yale Capital Corp. 30300.02%0.18%0.37%Q2 2016Q3 202330
First Allied Advisory Services, Inc. 30300.02%0.11%0.35%Q2 2013Q3 202030
Roof Eidam Maycock Peralta, LLC 2820.85%2.87%7.03%Q4 2014Q1 202330
OPUS INVESTMENT MANAGEMENT INC 30300.13%2.45%4.44%Q2 2016Q3 202330
SevenBridge Financial Group, LLC 30301.12%1.93%2.74%Q2 2016Q3 202330
Evensky & Katz LLC 30300.00%0.00%0.00%Q2 2013Q3 202030
Jacobi Capital Management LLC 30300.02%0.03%0.06%Q2 2016Q3 202330
FIFTH THIRD BANCORP 1620.00%0.12%0.60%Q2 2015Q3 202330
Cetera Advisors LLC 30300.03%0.24%0.87%Q2 2016Q3 202330
Alpha Omega Wealth Management LLC 30300.01%1.00%1.57%Q2 2016Q3 202330
Stearns Financial Services Group 30300.10%0.18%0.22%Q2 2013Q3 202030
SAGE FINANCIAL GROUP INC 29290.11%0.20%0.25%Q3 2016Q3 202329
Stratos Wealth Partners, LTD. 29290.01%0.11%0.32%Q3 2016Q3 202329
JOHNSON INVESTMENT COUNSEL INC 2720.01%0.02%0.04%Q4 2015Q3 202329
Transform Wealth, LLC 2540.09%0.27%0.84%Q2 2016Q3 202329
Ausdal Financial Partners, Inc. 2810.07%1.40%3.07%Q4 2015Q3 202329
SVA Wealth Management, LLC 29290.54%0.77%0.97%Q4 2013Q4 202029
J.P. Morgan Private Wealth Advisors LLC 29290.01%0.08%0.25%Q3 2016Q3 202329
FRONTIER INVESTMENT MGMT CO 29290.08%0.67%2.86%Q2 2013Q2 202029
HBK Sorce Advisory LLC 29290.04%0.19%0.46%Q3 2016Q3 202329
Capital Investment Advisory Services, LLC 28280.14%0.36%0.62%Q4 2016Q3 202328
Avantax Planning Partners, Inc. 28288.01%10.40%13.06%Q4 2016Q3 202328
Cetera Advisor Networks LLC 2710.01%0.10%0.39%Q1 2016Q3 202328
Pacific Wealth Strategies Group, Inc. 28280.43%1.13%2.08%Q4 2016Q3 202328
TCI Wealth Advisors, Inc. 2350.00%0.03%0.10%Q2 2016Q2 202328
Pflug Koory, LLC 28280.00%0.08%0.24%Q4 2016Q3 202328
LOWE BROCKENBROUGH & CO INC 28280.03%0.04%0.08%Q4 2016Q3 202328
Liberty Capital Management, Inc. 16120.18%0.53%0.72%Q3 2016Q3 202328
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 28280.15%0.44%0.63%Q4 2016Q3 202328
JT Stratford LLC 28280.18%1.05%2.55%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.00%0.65%3.84%Q4 2016Q3 202328
Armor Investment Advisors, LLC 28280.36%1.41%2.98%Q4 2016Q3 202328
McAdam, LLC 28280.33%0.43%0.73%Q4 2016Q3 202328
Meridian Wealth Management, LLC 28280.16%0.39%2.16%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.03%0.40%0.86%Q1 2016Q4 202228
Krilogy Financial LLC 1710.04%0.12%0.39%Q3 2015Q3 202328
PINNACLE ASSOCIATES LTD 27270.01%0.31%1.01%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.06%0.21%0.43%Q2 2013Q4 201927
STIFEL FINANCIAL CORP 2430.00%0.02%0.10%Q2 2016Q3 202327
CENTRAL TRUST Co 2340.01%1.26%3.25%Q2 2015Q3 202327
US BANCORP \DE\ 27270.00%0.00%0.01%Q1 2017Q3 202327
Janney Montgomery Scott LLC 27270.00%0.03%0.09%Q1 2017Q3 202327
ASSETMARK, INC 1510.00%0.02%0.04%Q3 2015Q3 202327
AJ WEALTH STRATEGIES, LLC 27270.28%0.72%2.11%Q4 2016Q2 202327
Spectrum Management Group, LLC 27270.25%3.44%9.48%Q1 2016Q3 202227
Gradient Investments LLC 2430.00%0.02%0.05%Q4 2016Q3 202327
Corbenic Partners LLC 16110.00%1.71%8.49%Q1 2014Q2 202227
Advisory Services Network, LLC 2320.00%0.11%0.41%Q2 2016Q3 202327
CWA Asset Management Group, LLC 27270.04%0.06%0.08%Q1 2017Q3 202327
WELCH & FORBES LLC 26260.01%0.02%0.04%Q2 2017Q3 202326
AE Wealth Management LLC 26260.04%0.14%0.54%Q2 2017Q3 202326
Kingsview Wealth Management, LLC 2060.02%0.16%0.61%Q1 2017Q3 202326
Bouchey Financial Group Ltd 26260.08%1.10%6.09%Q2 2017Q3 202326
OneDigital Investment Advisors LLC 26260.10%0.51%2.29%Q2 2017Q3 202326
FOSTER & MOTLEY INC 26260.02%0.04%0.13%Q2 2017Q3 202326
Plancorp, LLC 26260.05%0.13%0.19%Q2 2017Q3 202326
L. Roy Papp & Associates, LLP 2410.03%0.08%0.26%Q4 2016Q3 202326
Alliance Wealth Management Group 26260.46%1.74%4.08%Q1 2017Q2 202326
WBH ADVISORY INC 2330.08%0.25%0.37%Q1 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.01%0.24%0.61%Q2 2017Q3 202326
Ancora Advisors LLC 2120.01%0.02%0.07%Q4 2016Q3 202326
SMITHBRIDGE ASSET MANAGEMENT INC/DE 26260.35%2.34%2.95%Q2 2017Q3 202326
Jackson, Grant Investment Advisers, Inc. 26260.01%0.01%0.01%Q2 2017Q3 202326
Anchor Investment Management, LLC 26260.00%0.12%0.31%Q3 2017Q4 202326
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2420.02%0.03%0.04%Q1 2017Q3 202326
WealthPLAN Partners, LLC 1710.00%0.58%1.07%Q2 2015Q4 202325
First National Bank of Mount Dora, Trust Investment Services 25250.31%0.52%0.69%Q4 2017Q4 202325
Almanack Investment Partners, LLC. 2320.03%0.54%2.00%Q4 2016Q1 202325
Martin Capital Partners, LLC 25250.09%0.40%0.73%Q4 2017Q4 202325
MYCIO WEALTH PARTNERS, LLC 25250.00%0.04%0.12%Q4 2013Q4 201925
Parallax Volatility Advisers, L.P. 1910.00%0.00%0.00%Q4 2014Q1 202325
Kohmann Bosshard Financial Services, LLC 25250.56%4.52%9.19%Q3 2017Q3 202325
Financial Management Professionals, Inc. 2140.00%0.02%0.18%Q1 2016Q3 202325
BENJAMIN F. EDWARDS & COMPANY, INC. 25250.00%0.08%0.22%Q3 2017Q3 202325
CENTAURUS FINANCIAL, INC. 24240.00%0.23%0.41%Q4 2017Q3 202325
B. Riley Wealth Advisors, Inc. 2110.00%0.08%0.35%Q2 2014Q3 202325
Hudock, Inc. 25250.00%0.99%5.72%Q3 2017Q3 202325
Concorde Asset Management, LLC 1420.38%0.92%5.27%Q3 2016Q1 202325
SAWGRASS ASSET MANAGEMENT LLC 1870.01%0.04%0.08%Q2 2017Q3 202325
Avior Wealth Management, LLC 1920.00%0.26%0.93%Q1 2016Q3 202325
JRM Investment Counsel, LLC 14111.04%4.83%11.36%Q3 2016Q3 202325
Sigma Planning Corp 2320.02%0.38%1.18%Q2 2016Q3 202325
FARMERS & MERCHANTS INVESTMENTS INC 2230.00%0.01%0.04%Q4 2016Q3 202325
CIBC Private Wealth Group, LLC 25250.00%0.02%0.07%Q3 2017Q3 202325
Gratus Capital, LLC 1120.02%0.37%3.41%Q4 2014Q3 202325
GLENMEDE TRUST CO NA 2050.00%0.00%0.00%Q3 2016Q3 202325
YorkBridge Wealth Partners, LLC 25250.13%0.27%0.39%Q4 2016Q4 202225
Belpointe Asset Management LLC 1860.06%0.17%0.30%Q3 2017Q3 202324
Gradient Capital Advisors, LLC 24240.28%0.52%0.89%Q4 2017Q3 202324
Manning & Napier Group, LLC 24240.04%0.12%0.20%Q4 2017Q3 202324
VAUGHAN DAVID INVESTMENTS LLC/IL 24240.01%0.43%0.74%Q4 2017Q3 202324
Steinberg Global Asset Management 24240.09%0.18%0.25%Q2 2013Q1 201924
COMMONWEALTH EQUITY SERVICES, LLC 24240.08%0.29%0.65%Q4 2017Q3 202324
Barrett Asset Management, LLC 24240.02%0.02%0.03%Q2 2016Q1 202224
Clarkston Capital Partners, LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
Nikulski Financial, Inc. 24241.14%1.52%1.92%Q4 2017Q3 202324
Cypress Wealth Services, LLC 24240.29%0.52%0.87%Q4 2017Q3 202324
HoyleCohen, LLC 24240.15%0.23%0.36%Q4 2017Q3 202324
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 24240.26%0.38%0.68%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.07%0.29%0.49%Q4 2017Q3 202324
Broadleaf Partners, LLC 24240.87%1.12%1.36%Q4 2017Q3 202324
Carmichael Hill & Associates, Inc. 24240.44%0.63%0.85%Q4 2017Q3 202324
Front Row Advisors LLC 24240.14%0.27%0.38%Q4 2017Q3 202324
C M BIDWELL & ASSOCIATES LTD 24240.15%0.49%0.73%Q4 2017Q3 202324
Murphy, Middleton, Hinkle & Parker, Inc. 24240.35%0.58%0.70%Q4 2017Q3 202324
Acorn Wealth Advisors, LLC 24245.94%7.79%9.70%Q4 2017Q3 202324
MARINO, STRAM & ASSOCIATES LLC 24240.10%0.21%0.33%Q4 2017Q3 202324
Mutual Advisors, LLC 24240.22%0.40%0.86%Q4 2017Q3 202324
Smart Money Group LLC 24240.34%1.62%10.28%Q4 2017Q3 202324
Bison Wealth, LLC 24240.22%0.67%2.11%Q4 2017Q3 202324
Seneca House Advisors 24240.31%0.72%1.20%Q4 2017Q3 202324
D L CARLSON INVESTMENT GROUP INC 1620.04%0.49%0.99%Q2 2016Q3 202324
MUFG Americas Holdings Corp 1950.00%0.00%0.01%Q1 2016Q3 202224
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 24240.18%0.30%0.55%Q4 2017Q3 202324
D.B. Root & Company, LLC 24241.52%2.01%4.20%Q4 2017Q3 202324
Baird Financial Group, Inc. 24240.00%0.05%0.18%Q4 2017Q3 202324
Live Your Vision, LLC 24241.08%1.74%2.66%Q2 2013Q1 201924
Hanson & Doremus Investment Management 1950.01%0.02%0.02%Q1 2014Q3 202324
USAdvisors Wealth Management, LLC 24240.38%4.78%9.19%Q4 2017Q3 202324
BALDWIN BROTHERS LLC/MA 24240.00%0.00%0.00%Q1 2018Q4 202324
Vista Private Wealth Partners. LLC 2133.12%4.31%6.00%Q3 2017Q3 202324
AdvisorNet Financial, Inc 24240.14%0.48%0.91%Q4 2017Q3 202324
First Horizon Advisors, Inc. 2210.00%0.01%0.02%Q1 2014Q3 202324
SeaCrest Wealth Management, LLC 24240.18%0.35%0.45%Q4 2017Q3 202324
Pinkerton Retirement Specialists, LLC 24240.25%6.63%12.89%Q4 2017Q3 202324
HOLDERNESS INVESTMENTS CO 1490.11%0.16%0.26%Q4 2017Q3 202323
Oakworth Capital, Inc. 23230.00%0.00%0.01%Q1 2018Q3 202323
Bedel Financial Consulting, Inc. 23230.08%0.18%0.28%Q4 2017Q2 202323
BLAIR WILLIAM & CO/IL 23230.00%0.01%0.03%Q1 2018Q3 202323
BROWN ADVISORY INC 1940.00%0.01%0.03%Q2 2013Q3 202323
Allen Capital Group, LLC 2030.34%0.62%1.05%Q4 2017Q3 202323
PATTEN & PATTEN INC/TN 2210.02%0.04%0.07%Q4 2013Q3 202323
Sanchez Wealth Management Group 2030.15%0.20%0.28%Q4 2017Q3 202323
Whitnell & Co. 23230.05%0.12%0.18%Q2 2014Q4 201923
BRASADA CAPITAL MANAGEMENT, LP 23230.14%0.28%0.63%Q1 2018Q3 202323
Winslow, Evans & Crocker, Inc. 23230.00%0.01%0.02%Q2 2015Q4 202023
SHEETS SMITH WEALTH MANAGEMENT 23230.14%0.78%1.40%Q1 2018Q3 202323
WHITENER CAPITAL MANAGEMENT, INC. 2120.12%0.27%0.65%Q4 2017Q3 202323
Chesapeake Wealth Management 23230.50%0.76%1.46%Q1 2018Q3 202323
Marquette Asset Management, LLC 23230.16%3.69%9.44%Q1 2018Q3 202323
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.00%0.00%0.00%Q1 2018Q3 202323
SNS Financial Group, LLC 23230.08%0.54%0.81%Q1 2018Q3 202323
FIRST MERCHANTS CORP 23230.03%0.45%0.95%Q1 2018Q3 202323
WMS Partners, LLC 23230.03%0.07%0.13%Q1 2018Q3 202323
AlphaStar Capital Management, LLC 2210.02%0.27%1.12%Q3 2017Q2 202323
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1150.03%0.06%0.08%Q1 2017Q3 202323
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 23230.01%0.02%0.02%Q1 2018Q3 202323
CreativeOne Wealth, LLC 23230.05%0.18%0.47%Q1 2018Q3 202323
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 22220.17%0.28%0.38%Q2 2018Q3 202322
WEIK CAPITAL MANAGEMENT 2020.12%0.25%0.82%Q3 2017Q3 202322
Towercrest Capital Management 22220.26%0.79%1.88%Q2 2018Q3 202322
First Command Advisory Services, Inc. 22220.14%0.20%0.27%Q2 2018Q3 202322
MADISON INVESTMENT HOLDINGS INC 22220.28%0.54%0.93%Q2 2014Q3 201922
Carroll Financial Associates, Inc. 22220.02%0.16%0.41%Q3 2016Q4 202122
FLAGSHIP HARBOR ADVISORS, LLC 22220.01%0.19%0.92%Q2 2018Q3 202322
Keystone Financial Group 1120.04%0.22%1.15%Q4 2017Q3 202322
American Money Management, LLC 22220.17%0.31%0.44%Q4 2014Q1 202022
Relaxing Retirement Coach 12100.07%0.13%0.31%Q4 2017Q2 202322
PLANNING DIRECTIONS INC 1482.51%6.22%15.16%Q1 2018Q3 202322
Plante Moran Financial Advisors, LLC 1930.01%0.02%0.04%Q3 2017Q3 202322
CWM, LLC 1310.00%0.31%1.05%Q3 2017Q3 202322
Kovack Advisors, Inc. 22220.07%0.69%2.04%Q2 2018Q3 202322
Cornerstone Wealth Management, LLC 1130.02%0.04%0.06%Q2 2017Q3 202322
Cetera Investment Advisers 12100.04%1.02%3.09%Q3 2017Q3 202322
Noven Financial Group, Inc. 22220.43%2.57%3.81%Q4 2014Q1 202022
Perigon Wealth Management, LLC 1210.00%0.10%0.46%Q3 2011Q3 202322
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1610.06%0.12%0.27%Q2 2014Q3 202222
Burt Wealth Advisors 22220.00%0.01%0.08%Q4 2014Q1 202022
Ledyard National Bank 11110.03%0.29%0.89%Q1 2016Q3 202322
Baldwin Investment Management, LLC 22220.12%0.15%0.24%Q2 2018Q3 202322
KEATING INVESTMENT COUNSELORS INC 22220.29%0.56%0.82%Q2 2018Q3 202322
River Wealth Advisors LLC 22220.04%0.08%0.16%Q2 2018Q3 202322
PFG Advisors 1750.61%1.08%1.60%Q4 2017Q3 202322
Atlantic Union Bankshares Corp 21210.06%0.30%0.62%Q3 2018Q3 202321
Asset Advisors Investment Management, LLC 212112.13%12.82%14.36%Q3 2018Q3 202321
BerganKDV Wealth Management, LLC 21210.00%0.25%0.67%Q2 2018Q2 202321
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 21210.36%0.39%0.46%Q4 2017Q4 202221
KILEY JUERGENS WEALTH MANAGEMENT, LLC 1810.16%1.93%3.50%Q4 2017Q3 202321
Pinnacle Bancorp, Inc. 2010.04%0.21%0.38%Q1 2017Q3 202321
Cypress Capital Management LLC (WY) 21210.10%0.86%2.70%Q4 2016Q4 202121
Pinnacle Wealth Management Advisory Group, LLC 1560.10%1.50%3.30%Q2 2017Q3 202321
MILLENNIUM MANAGEMENT LLC 610.00%0.00%0.00%Q4 2014Q4 202221
Raub Brock Capital Management LP 610.03%0.15%0.88%Q4 2015Q3 202321
Occidental Asset Management, LLC 21210.22%0.34%0.55%Q1 2014Q1 201921
NewEdge Advisors, LLC 1920.02%0.43%0.78%Q2 2017Q3 202321
Smithfield Trust Co 21210.04%0.33%0.53%Q3 2018Q3 202321
Windsor Wealth Management, Inc. 1340.09%1.56%5.91%Q4 2017Q3 202321
SignalPoint Asset Management, LLC 21210.10%0.17%0.22%Q3 2018Q3 202321
Cardan Capital Partners, LLC 2010.46%0.99%1.50%Q1 2016Q3 202121
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.19%0.51%Q3 2018Q3 202321
Chicago Partners Investment Group LLC 1290.02%0.06%0.12%Q3 2016Q3 202321
Rain Capital Management, LLC 1740.16%0.39%1.82%Q4 2015Q3 202321
THRIVENT FINANCIAL FOR LUTHERANS 19190.00%0.07%0.26%Q1 2019Q3 202321
Burleson & Company, LLC 21211.19%1.57%2.06%Q4 2017Q4 202221
Certified Advisory Corp 1140.01%1.42%3.35%Q4 2017Q3 202321
ASSET ADVISORS CORP 21218.23%11.08%12.33%Q2 2013Q2 201821
Good Life Advisors, LLC 1470.06%0.13%0.30%Q2 2018Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
Lido Advisors, LLC 1830.01%0.06%0.37%Q2 2016Q2 202321
Global Retirement Partners, LLC 860.00%0.39%1.20%Q2 2017Q3 202321
Diversified Trust Co 1320.01%0.02%0.04%Q1 2018Q4 202320
AVANTAX ADVISORY SERVICES, INC. 20200.03%2.46%6.56%Q4 2018Q3 202320
Legacy Financial Strategies, LLC 20205.70%17.09%24.90%Q4 2018Q3 202320
Steward Partners Investment Advisory, LLC 1820.00%0.15%0.40%Q2 2018Q3 202320
Successful Portfolios LLC 20200.17%0.27%0.46%Q3 2018Q2 202320
Clear Perspective Advisors, LLC 20200.04%3.04%7.60%Q1 2017Q4 202120
Vantage Investment Advisors, LLC 20200.02%0.10%0.15%Q4 2013Q3 201820
Ellevest, Inc. 20200.02%0.06%0.18%Q4 2018Q3 202320
REILLY FINANCIAL ADVISORS, LLC 1310.00%0.01%0.03%Q1 2015Q4 202120
PRIVATE CAPITAL MANAGEMENT LLC 20200.27%0.49%0.72%Q4 2018Q3 202320
Prestige Wealth Management Group LLC 20200.02%0.03%0.11%Q4 2018Q3 202320
CCG WEALTH MANAGEMENT, LLC 20201.70%7.44%11.70%Q4 2018Q3 202320
D'Orazio & Associates, Inc. 1410.00%0.34%1.86%Q2 2017Q3 202320
HOWARD FINANCIAL SERVICES, LTD. 20202.57%11.26%15.08%Q4 2018Q3 202320
Cedar Brook Financial Partners, LLC 20200.13%1.86%3.78%Q4 2018Q3 202320
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 20200.26%0.44%0.70%Q4 2018Q3 202320
Private Portfolio Partners LLC 20200.15%0.61%1.04%Q4 2018Q3 202320
Laurel Wealth Advisors, Inc. 20200.13%0.21%0.39%Q1 2018Q4 202220
Salomon & Ludwin, LLC 20200.05%0.07%0.08%Q4 2018Q3 202320
MONECO Advisors, LLC 20200.44%1.46%3.73%Q4 2018Q3 202320
CRA Financial Services, LLC 20202.66%4.10%6.45%Q4 2018Q3 202320
First Heartland Consultants, Inc. 20200.02%0.37%1.71%Q4 2018Q3 202320
American Portfolios Advisors 20200.10%0.32%0.61%Q4 2017Q3 202220
ASPIRIANT, LLC 20200.02%0.04%0.06%Q4 2018Q3 202320
Wealthfront Advisers LLC 20202.37%3.07%4.19%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.01%0.04%0.10%Q4 2018Q3 202320
Reitz Capital Advisors LLC 20201.36%16.46%24.55%Q4 2018Q3 202320
Wellesley Investment Partners, LLC 20203.96%4.28%4.64%Q4 2015Q3 202020
HHM Wealth Advisors, LLC 202017.48%19.63%22.21%Q4 2018Q3 202320
Providence Wealth Advisors, LLC 20201.72%3.07%4.57%Q2 2018Q1 202320
Old Port Advisors 1811.32%1.56%2.08%Q2 2018Q3 202320
Beacon Pointe Advisors, LLC 20200.12%0.25%0.48%Q4 2018Q3 202320
Principle Wealth Partners LLC 20200.16%1.05%3.31%Q4 2018Q3 202320
APPLETON PARTNERS INC/MA 20200.02%0.04%0.08%Q1 2019Q4 202320
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.01%0.01%0.04%Q1 2016Q4 202020
Kingfisher Capital LLC 1910.11%0.23%0.28%Q3 2018Q3 202320
NORTH STAR ASSET MANAGEMENT INC 1280.02%0.03%0.07%Q1 2018Q3 202320
Larson Financial Group LLC 20200.00%0.01%0.05%Q4 2018Q3 202320
Sound Income Strategies, LLC 20200.00%0.00%0.02%Q4 2018Q3 202320
MASSMUTUAL TRUST CO FSB/ADV 1520.00%0.03%0.17%Q4 2015Q4 202320
Northwest Capital Management Inc 20201.04%1.63%2.52%Q4 2018Q3 202320
KEYBANK NATIONAL ASSOCIATION/OH 20200.06%0.30%0.57%Q4 2018Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.02%0.15%0.32%Q4 2017Q4 202220
FIRST NATIONAL CORP /MA/ /ADV 20200.04%2.79%3.57%Q4 2018Q3 202320
Strategic Family Wealth Counselors, L.L.C. 20202.17%3.27%4.79%Q4 2018Q3 202320
Miracle Mile Advisors, LLC 19190.14%0.46%0.80%Q1 2019Q3 202319
SEGALL BRYANT & HAMILL, LLC 850.00%0.00%0.01%Q2 2018Q2 202319
SRS Capital Advisors, Inc. 1020.00%0.49%0.75%Q3 2018Q3 202319
FLC Capital Advisors 19191.46%3.69%8.20%Q4 2018Q2 202319
PRIVATE TRUST CO NA 1630.00%0.08%0.23%Q1 2014Q3 202319
Opes Wealth Management LLC 19190.44%0.68%1.05%Q1 2019Q3 202319
OPPENHEIMER ASSET MANAGEMENT INC. 1030.00%0.01%0.06%Q1 2017Q3 202319
Highland Private Wealth Management 1810.12%0.24%0.46%Q4 2017Q3 202219
COLONY GROUP LLC 19190.02%0.45%0.68%Q1 2019Q3 202319
Strategic Blueprint, LLC 19190.12%0.42%0.91%Q1 2019Q3 202319
Alley Co LLC 19190.02%0.09%0.11%Q2 2017Q4 202119
TSFG, LLC 19190.37%0.53%0.81%Q1 2019Q3 202319
Western Wealth Management, LLC 1180.13%0.24%0.36%Q4 2018Q3 202319
Valeo Financial Advisors, LLC 19190.00%0.02%0.05%Q1 2019Q3 202319
Private Capital Group, LLC 19190.06%0.21%0.27%Q4 2017Q2 202219
GREAT VALLEY ADVISOR GROUP, INC. 19190.04%0.17%0.59%Q1 2019Q3 202319
West Oak Capital, LLC 19190.00%0.29%0.88%Q1 2019Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.37%0.65%0.78%Q1 2019Q3 202319
Joseph P. Lucia & Associates, LLC 19190.41%1.23%2.60%Q1 2019Q3 202319
Weaver Consulting Group 19190.28%0.96%1.52%Q1 2019Q3 202319
Arden Trust Co 19190.24%1.09%2.79%Q2 2019Q4 202319
MARK SHEPTOFF FINANCIAL PLANNING, LLC 19190.01%0.01%0.01%Q4 2015Q2 202019
Maple Capital Management, Inc. 19190.12%0.24%0.31%Q1 2019Q3 202319
Capital Analysts, LLC 19190.01%0.23%0.50%Q1 2019Q3 202319
PATTON ALBERTSON MILLER GROUP, LLC 1810.04%0.59%0.82%Q3 2018Q3 202319
Windham Capital Management, LLC 19190.07%0.13%0.23%Q1 2019Q3 202319
IMA Wealth, Inc. 19190.00%0.49%0.88%Q2 2016Q4 202019
NBT BANK N A /NY 19190.73%1.11%1.64%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.07%0.34%0.58%Q1 2019Q3 202319
Kalos Management, Inc. 1210.44%1.66%5.36%Q4 2017Q2 202319
Gemmer Asset Management LLC 1630.00%0.02%0.07%Q2 2018Q3 202319
Stratos Investment Management, LLC 19192.17%3.75%6.70%Q1 2019Q3 202319
TimeScale Financial, Inc. 19193.82%8.44%10.76%Q4 2018Q2 202319
Wealthspire Advisors, L.P. 1450.01%0.45%3.13%Q4 2015Q3 202019
RFG Advisory, LLC 19190.04%0.49%1.51%Q1 2019Q3 202319
Financial Sense Advisors, Inc. 1710.08%3.26%8.87%Q1 2017Q1 202218
Tranquility Partners, LLC 18180.25%0.39%0.48%Q2 2019Q3 202318
Heritage Wealth Advisors 18180.02%0.02%0.04%Q2 2019Q3 202318
MFA WEALTH ADVISORS, LLC 1443.18%4.47%5.70%Q1 2019Q3 202318
Sound View Wealth Advisors Group, LLC 18180.57%1.19%1.84%Q2 2019Q3 202318
Merit Financial Group, LLC 1170.03%2.52%8.85%Q4 2017Q3 202318
Sonora Investment Management, LLC 1710.00%0.00%0.02%Q1 2016Q3 202118
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 18180.02%0.02%0.04%Q2 2019Q3 202318
Sequoia Financial Advisors, LLC 1080.03%0.08%0.19%Q1 2019Q3 202318
Chevy Chase Trust Holdings, LLC 530.00%0.00%0.01%Q2 2014Q4 201918
MONETA GROUP INVESTMENT ADVISORS LLC 1410.00%0.06%0.13%Q2 2018Q3 202318
Carlton Hofferkamp & Jenks Wealth Management, LLC 1310.12%0.17%0.34%Q1 2017Q3 202318
Cerity Partners LLC 18180.01%0.06%0.36%Q2 2019Q3 202318
Joel Isaacson & Co., LLC 1260.01%0.03%0.05%Q3 2015Q3 202318
Curbstone Financial Management Corp 18180.11%0.91%1.89%Q3 2019Q4 202318
BREITER CAPITAL MANAGEMENT INC 18181.33%2.21%4.47%Q4 2017Q1 202218
THOROUGHBRED FINANCIAL SERVICES, LLC 1710.14%0.95%1.85%Q1 2019Q3 202318
Ameritas Investment Partners, Inc. 18180.00%0.00%0.00%Q2 2019Q3 202318
ALERUS FINANCIAL NA 1310.02%0.03%0.04%Q1 2017Q4 202218
EVERMAY WEALTH MANAGEMENT LLC 1010.02%1.27%4.10%Q4 2013Q3 202318
Ruggie Capital Group 1440.01%0.76%1.52%Q4 2014Q2 201918
ATLAS CAPITAL ADVISORS LLC 18180.18%0.24%0.31%Q2 2019Q3 202318
Shorepoint Capital Partners LLC 993.62%5.07%6.54%Q1 2019Q3 202318
Trek Financial, LLC 1210.03%0.14%0.50%Q4 2018Q3 202317
JANICZEK WEALTH MANAGEMENT, LLC 17175.48%9.60%14.01%Q3 2019Q3 202317
OPPENHEIMER & CO INC 17170.01%0.05%0.24%Q3 2019Q3 202317
Aptus Capital Advisors, LLC 17170.00%0.00%0.01%Q3 2019Q3 202317
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 17170.02%0.36%0.70%Q2 2017Q2 202117
Intersect Capital LLC 17170.11%0.16%0.21%Q2 2018Q2 202217
Concert Wealth Management Inc. 17170.03%0.18%1.34%Q2 2013Q2 201717
MANCHESTER FINANCIAL INC 1610.01%1.07%4.46%Q2 2019Q3 202317
HEADINVEST, LLC 17170.08%0.40%0.57%Q3 2019Q3 202317
New England Private Wealth Advisors LLC 1160.07%1.97%3.99%Q4 2018Q3 202317
KANAWHA CAPITAL MANAGEMENT LLC 17170.03%0.05%0.07%Q3 2019Q3 202317
Wealthspire Advisors, LLC 17170.04%6.09%9.76%Q3 2019Q3 202317
Mirador Capital Partners LP 17170.07%0.27%0.56%Q3 2019Q3 202317
Focused Wealth Management, Inc 1070.00%0.17%0.42%Q4 2015Q3 202317
Private Ocean, LLC 910.00%0.05%0.25%Q4 2013Q3 202317
Apollon Wealth Management, LLC 1110.09%0.60%6.01%Q4 2018Q3 202317
Charles Schwab Trust Co 17170.82%2.01%4.53%Q3 2019Q3 202317
Trust Co 1430.03%0.20%0.44%Q2 2015Q3 202317
Beaumont Financial Partners, LLC 1340.05%0.07%0.10%Q2 2016Q3 202217
WEALTHFRONT Corp 17170.49%2.46%3.28%Q3 2014Q3 201817
Westwind Capital 17170.01%0.52%6.49%Q4 2017Q4 202117
Global Strategic Investment Solutions, LLC 17170.23%0.77%1.32%Q3 2019Q3 202317
Modus Advisors, LLC 17170.62%1.48%5.74%Q4 2019Q4 202317
NewSquare Capital LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
IFG Advisory, LLC 17170.06%0.23%0.51%Q3 2019Q3 202317
Lehman & Derafelo Financial Resources LLC 17170.38%0.47%0.56%Q4 2018Q4 202217
Proficio Capital Partners LLC 1510.02%0.44%2.10%Q4 2015Q3 202316
EPG Wealth Management LLC 16160.03%0.21%0.29%Q4 2019Q3 202316
Visionary Wealth Advisors 16160.40%1.24%1.95%Q4 2019Q3 202316
Fusion Capital, LLC 16160.37%0.47%0.95%Q4 2019Q3 202316
HBC Financial Services, PLLC 16160.09%0.15%0.44%Q4 2019Q3 202316
Element Wealth, LLC 16160.12%0.13%0.16%Q4 2019Q3 202316
Soltis Investment Advisors LLC 16160.10%1.91%4.01%Q4 2019Q3 202316
Madison Asset Management, LLC 16160.16%0.39%0.68%Q4 2019Q3 202316
Center for Financial Planning, Inc. 16160.01%0.01%0.02%Q4 2019Q3 202316
Indie Asset Partners, LLC 16161.41%2.25%2.72%Q4 2019Q3 202316
Aurora Private Wealth, Inc. 16161.94%8.31%14.24%Q4 2019Q3 202316
CVA Family Office, LLC 16166.22%10.22%13.47%Q4 2019Q3 202316
Mayfair Advisory Group, LLC 16167.09%9.93%12.32%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.37%0.46%0.58%Q4 2019Q3 202316
Essex Financial Services, Inc. 1510.05%0.23%0.38%Q1 2018Q3 202316
LifeSteps Financial, Inc. 16160.37%1.39%1.99%Q4 2019Q3 202316
Great Diamond Partners, LLC 16160.18%0.28%0.36%Q4 2019Q3 202316
SPRENG CAPITAL MANAGEMENT, INC. 16162.28%4.54%8.13%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.00%0.46%1.52%Q4 2019Q3 202316
R. W. Roge & Company, Inc. 16160.15%0.34%0.92%Q4 2019Q3 202316
Sunburst Financial Group, LLC 16164.26%11.13%15.00%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.02%0.16%0.37%Q4 2019Q3 202316
GPM Growth Investors, Inc. 16160.63%1.67%2.39%Q4 2019Q3 202316
John W. Brooker & Co., CPAs 16161.17%3.33%5.43%Q4 2019Q3 202316
Advisors Capital Management, LLC 1510.02%0.08%0.09%Q4 2017Q3 202316
Benchmark Wealth Management, LLC 16162.99%3.66%4.98%Q4 2019Q3 202316
Disciplined Investments, LLC 16160.02%0.14%0.22%Q4 2019Q3 202316
Red Door Wealth Management, LLC 16161.07%1.97%3.99%Q4 2019Q3 202316
Meridian Wealth Partners, LLC 16160.29%0.35%0.52%Q4 2019Q3 202316
IAG Wealth Partners, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Leelyn Smith, LLC 16163.23%4.71%6.26%Q4 2019Q3 202316
BLB&B Advisors, LLC 1330.02%0.03%0.05%Q2 2019Q3 202316
Pacific Edge Advisors, LLC 16161.11%1.45%1.97%Q4 2017Q3 202116
HM PAYSON & CO 810.00%0.01%0.01%Q4 2015Q3 202316
Paradigm Financial Partners, LLC 16160.10%0.58%0.85%Q4 2019Q3 202316
Baker Avenue Asset Management, LP 16160.06%0.14%0.27%Q4 2019Q3 202316
DAVIDSON TRUST CO 16160.44%0.87%1.12%Q4 2019Q3 202316
Evolution Wealth Advisors, LLC 16160.39%1.31%3.52%Q4 2019Q3 202316
SMITH, MOORE & CO. 1060.04%0.28%0.69%Q2 2014Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 16160.08%0.66%1.61%Q4 2019Q3 202316
Peachtree Investment Partners, LLC 16160.01%0.12%0.69%Q4 2019Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.88%1.03%1.40%Q4 2019Q3 202316
ISLAY CAPITAL MANAGEMENT, LLC 16165.57%8.17%10.74%Q4 2019Q3 202316
Harborview Advisors, LLC 16160.43%0.85%1.48%Q4 2017Q3 202116
Newport Wealth Strategies, Inc. 16161.71%2.53%3.88%Q4 2017Q3 202116
AVALON CAPITAL MANAGEMENT 970.18%0.28%0.40%Q2 2013Q3 202316
NORTHERN TRUST CORP 16160.00%0.00%0.00%Q4 2019Q3 202316
WealthShield Partners, LLC 740.01%0.20%0.80%Q1 2019Q3 202316
Institute for Wealth Management, LLC. 1410.04%0.12%0.27%Q4 2017Q3 202316
Jefferies Group LLC 16160.00%0.00%0.01%Q4 2018Q3 202216
FIRST WILSHIRE SECURITIES MANAGEMENT INC 1310.06%0.29%0.40%Q4 2017Q3 202316
Wagner Wealth Management, LLC 1240.06%0.12%0.25%Q4 2017Q3 202316
TRUIST FINANCIAL CORP 16160.01%0.09%0.16%Q4 2019Q3 202316
BAILARD, INC. 1240.01%0.02%0.03%Q1 2019Q3 202316
BUCKINGHAM STRATEGIC WEALTH, LLC 1210.02%0.04%0.08%Q4 2014Q3 202316
Intercontinental Wealth Advisors, LLC 1150.05%0.08%0.16%Q4 2018Q2 202316
WASHINGTON TRUST Co 1510.00%0.00%0.00%Q2 2018Q3 202316
Column Capital Advisors, LLC 16160.01%0.01%0.05%Q4 2019Q3 202316
IHT Wealth Management, LLC 1240.00%0.21%0.62%Q2 2017Q3 202316
ROVIN CAPITAL /UT/ /ADV 16160.92%2.56%5.59%Q4 2019Q3 202316
CREATIVE FINANCIAL DESIGNS INC /ADV 970.00%0.05%0.14%Q3 2018Q3 202316
NEXT Financial Group, Inc 1110.00%0.08%0.13%Q3 2014Q4 202116
Fisher Asset Management, LLC 1410.00%0.00%0.00%Q1 2019Q3 202316
Capital Asset Advisory Services LLC 16160.02%0.11%0.68%Q4 2019Q3 202316
Curtis Advisory Group, LLC 16160.94%2.54%3.64%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.44%1.41%2.62%Q4 2019Q3 202316
GODSEY & GIBB, INC 620.03%0.08%0.22%Q3 2017Q3 202316
Capital Advisors, Ltd. LLC 16160.00%0.04%0.05%Q4 2019Q3 202316
Leisure Capital Management 1240.14%0.31%0.86%Q1 2017Q3 202316
Glassman Wealth Services 840.00%0.01%0.03%Q1 2017Q3 202316
Teamwork Financial Advisors, LLC 16160.19%0.54%0.86%Q4 2019Q3 202316
PACIFIC CAPITAL WEALTH ADVISORS, INC 16160.40%1.05%1.70%Q4 2019Q3 202316
BEAM WEALTH ADVISORS, INC. 16160.24%1.05%2.07%Q4 2019Q3 202316
CAROLINAS WEALTH CONSULTING LLC 16160.05%3.16%5.18%Q4 2019Q3 202316
BALLAST ADVISORS LLC 16160.03%0.04%0.05%Q4 2019Q3 202316
Eldridge Investment Advisors, Inc. 15150.19%0.60%0.93%Q1 2020Q3 202315
Faithward Advisors, LLC 1140.00%0.06%0.30%Q4 2019Q3 202315
ZACKS INVESTMENT MANAGEMENT 1410.00%0.01%0.01%Q4 2019Q3 202315
Sowell Financial Services LLC 710.00%0.30%0.94%Q4 2018Q3 202315
Vanguard Capital Wealth Advisors 910.16%0.66%1.20%Q4 2017Q2 202215
Retirement Planning Group, LLC 15150.06%0.09%0.11%Q2 2016Q4 201915
DFPG INVESTMENTS, LLC 870.02%0.15%0.34%Q4 2018Q3 202315
SIMPLEX TRADING, LLC 510.00%0.00%0.00%Q2 2016Q3 202315
SWS Partners 510.30%0.48%0.75%Q4 2017Q3 202315
CALTON & ASSOCIATES, INC. 910.05%0.36%2.12%Q4 2017Q3 202315
Legacy Bridge, LLC 15150.00%0.01%0.01%Q1 2020Q3 202315
SECURITY NATIONAL BANK OF SO DAK 1120.18%0.25%0.32%Q3 2019Q3 202315
Winthrop Advisory Group LLC 15151.52%2.15%2.67%Q1 2020Q3 202315
Rockefeller Capital Management L.P. 15150.00%0.02%0.05%Q1 2020Q3 202315
Retirement Group, LLC 1412.69%3.74%4.90%Q4 2019Q3 202315
Advisor Group, Inc. 15150.10%0.15%0.18%Q2 2016Q4 201915
MinichMacGregor Wealth Management, LLC 1210.01%0.08%0.12%Q4 2015Q3 202315
OSAIC HOLDINGS, INC. 15150.19%0.42%0.68%Q1 2020Q3 202315
Emerald Advisors, LLC 15150.39%0.52%0.72%Q1 2020Q3 202315
Graves Light Lenhart Wealth, Inc. 15150.20%1.45%2.18%Q1 2020Q3 202315
Pasadena Private Wealth, LLC 15150.29%0.53%2.25%Q1 2020Q3 202315
CAPITAL ADVISORS INC/OK 1410.01%0.02%0.08%Q4 2018Q3 202315
Capital Directions Investment Advisors, LLC 1010.01%0.03%0.06%Q3 2014Q1 201915
SVB WEALTH LLC 1230.01%0.41%1.35%Q2 2019Q3 202315
TrinityPoint Wealth, LLC 15151.26%1.96%3.28%Q1 2020Q3 202315
Gray Wealth Management Inc. 15150.44%0.51%0.61%Q1 2020Q3 202315
PRUDENTIAL FINANCIAL INC 1310.00%0.01%0.03%Q2 2019Q3 202315
WealthBridge Capital Management, LLC 15150.38%0.41%0.44%Q1 2020Q3 202315
Systelligence, LLC 15150.54%6.90%11.54%Q4 2019Q2 202315
GUYASUTA INVESTMENT ADVISORS INC 15150.07%0.14%0.18%Q1 2020Q3 202315
CYPRESS CAPITAL MANAGEMENT LLC 15150.09%0.51%0.81%Q1 2019Q3 202215
American Financial Advisors, LLC 1410.03%0.53%3.70%Q4 2019Q3 202315
Orgel Wealth Management, LLC 15156.54%18.13%35.20%Q1 2020Q3 202315
Destination Wealth Management 710.00%0.01%0.02%Q1 2018Q3 202315
FAS Wealth Partners, Inc. 1410.06%0.09%0.15%Q2 2014Q3 202315
NWAM LLC 1210.04%0.11%0.20%Q3 2019Q3 202315
Adams Wealth Management 15150.30%0.52%1.29%Q1 2020Q3 202315
Pensionmark Financial Group, LLC 1410.09%0.72%1.50%Q4 2019Q3 202315
Meridian Wealth Advisors, LLC 1210.06%0.08%0.13%Q4 2018Q3 202315
Core Wealth Advisors, Inc. 15150.06%0.84%3.61%Q1 2020Q3 202315
BB&T SECURITIES, LLC 1410.00%0.02%0.04%Q4 2015Q3 201915
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 15151.23%3.98%7.70%Q1 2020Q3 202315
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 1322.32%4.30%7.64%Q4 2019Q3 202315
Triton Wealth Management, PLLC 15150.25%1.33%2.30%Q1 2020Q3 202315
Avion Wealth 15150.01%0.01%0.01%Q1 2020Q3 202315
BCS Wealth Management 1412.92%4.50%5.86%Q4 2019Q3 202315
HC Advisors, LLC 15150.90%2.78%3.67%Q1 2020Q3 202315
Commonwealth Equity Services, Inc 15150.00%0.04%0.08%Q1 2014Q3 201715
RMB Capital Management, LLC 960.01%0.45%2.67%Q2 2017Q3 202315
Souders Financial Advisors 15153.72%6.54%10.84%Q1 2020Q3 202315
Betterment LLC 740.00%0.00%0.01%Q1 2019Q3 202315
NWK Group, Inc. 15150.00%0.00%0.01%Q1 2020Q3 202315
Mission Creek Capital Partners, Inc. 15150.39%0.91%1.94%Q1 2020Q3 202315
MADDEN SECURITIES Corp 1410.59%1.91%4.00%Q4 2019Q3 202315
Abbrea Capital, LLC 15150.26%0.33%0.47%Q1 2020Q3 202315
EATON VANCE MANAGEMENT 920.00%0.00%0.00%Q4 2017Q3 202215
Confluence Wealth Management LLC 15150.10%0.12%0.13%Q1 2017Q3 202015
HOWE & RUSLING INC 1310.00%0.01%0.02%Q4 2018Q3 202315
Epstein & White Financial LLC 15150.09%0.19%0.28%Q4 2017Q2 202115
Bogart Wealth, LLC 15150.00%0.69%3.38%Q1 2020Q3 202315
Aspen Investment Management Inc 870.13%0.28%0.48%Q2 2013Q3 202315
BOYS ARNOLD & CO INC 930.05%0.05%0.08%Q2 2015Q1 202015
FINANCIAL COUNSELORS INC 14140.14%0.34%0.56%Q2 2020Q3 202314
Blue Chip Partners, LLC 920.03%0.07%0.09%Q4 2018Q3 202314
McKinley Carter Wealth Services, Inc. 1210.01%0.06%0.12%Q1 2018Q3 202314
WFA of San Diego, LLC 14140.02%0.82%1.14%Q2 2020Q3 202314
Milestone Advisory Partners 14146.73%10.92%15.66%Q2 2020Q3 202314
MSI Financial Services Inc 14140.01%0.01%0.02%Q3 2013Q4 201614
CADINHA & CO LLC 1220.03%0.04%0.07%Q3 2019Q3 202314
SUNTRUST BANKS INC 14140.00%0.00%0.00%Q2 2016Q3 201914
LINCOLN NATIONAL CORP 1110.03%0.19%0.53%Q3 2018Q3 202314
ESL Trust Services, LLC 14149.89%10.67%11.49%Q2 2020Q3 202314
DAVIDSON & GARRARD INC 14140.05%0.28%0.64%Q2 2014Q3 201714
CULLEN/FROST BANKERS, INC. 14140.00%0.45%1.17%Q2 2020Q3 202314
BDO Wealth Advisors, LLC 1010.00%0.02%0.02%Q4 2017Q2 202314
Janney Capital Management LLC 14140.12%0.13%0.14%Q2 2020Q3 202314
Rosenberg Matthew Hamilton 14140.11%0.14%0.18%Q2 2020Q3 202314
Sage Advisory Services, Ltd.Co. 14140.95%1.12%1.37%Q4 2019Q1 202314
Vanguard Personalized Indexing Management, LLC 14140.01%0.04%0.12%Q2 2020Q3 202314
PARAMETRIC PORTFOLIO ASSOCIATES LLC 14140.00%0.00%0.00%Q4 2018Q1 202214
SIGNET FINANCIAL MANAGEMENT, LLC 950.06%0.09%0.12%Q1 2020Q3 202314
Orion Portfolio Solutions, LLC 1130.00%0.13%0.38%Q4 2019Q3 202314
Laurel Wealth Advisors LLC 1130.01%0.03%0.06%Q4 2018Q3 202314
Kavar Capital Partners, LLC 720.04%0.14%0.28%Q4 2013Q3 202014
LS Investment Advisors, LLC 1220.00%0.00%0.00%Q3 2015Q2 202014
PDS Planning, Inc 14140.05%0.06%0.08%Q2 2020Q3 202314
ENTERPRISE FINANCIAL SERVICES CORP 14141.89%3.73%4.59%Q1 2019Q2 202214
White Lighthouse Investment Management Inc. 14140.17%0.74%0.89%Q2 2020Q3 202314
Haverford Trust Co 14140.00%0.00%0.01%Q2 2020Q3 202314
1834 INVESTMENT ADVISORS CO 1310.00%0.00%0.04%Q2 2019Q2 202314
Snowden Capital Advisors LLC 860.17%0.40%0.80%Q1 2020Q3 202314
Cresset Asset Management, LLC 14140.01%0.07%0.48%Q2 2020Q3 202314
Aprio Wealth Management, LLC 1040.16%0.31%0.60%Q1 2020Q3 202314
Moisand Fitzgerald Tamayo, LLC 620.00%0.01%0.01%Q4 2015Q3 202314
MITCHELL SINKLER & STARR/PA 1040.21%0.38%0.67%Q4 2019Q2 202314
SHINE INVESTMENT ADVISORY SERVICES INC 14140.03%0.05%0.08%Q2 2017Q3 202014
Gerber Kawasaki Wealth & Investment Management 1223.50%4.22%5.46%Q1 2020Q3 202314
Ellis Investment Partners, LLC 14140.09%0.10%0.12%Q2 2020Q3 202314
Veritable, L.P. 14140.10%0.18%0.34%Q1 2020Q2 202314
Physician Wealth Advisors, Inc. 1220.21%0.52%0.71%Q3 2019Q3 202314
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1010.06%0.10%0.21%Q4 2019Q3 202314
Opus Capital Group, LLC 14140.10%0.56%1.09%Q2 2020Q3 202314
Resource Management, LLC 14140.06%2.02%4.23%Q3 2018Q4 202114
AMG National Trust Bank 14140.06%0.10%0.13%Q2 2020Q3 202314
COZAD ASSET MANAGEMENT INC 14140.70%1.10%1.67%Q2 2020Q3 202314
REGENTATLANTIC CAPITAL LLC 13130.04%0.36%2.56%Q3 2019Q3 202213
Integrated Investment Consultants, LLC 13130.15%3.53%6.49%Q3 2020Q3 202313
AlphaMark Advisors, LLC 13130.00%0.04%0.13%Q3 2020Q3 202313
Capital Square, LLC 1210.21%0.68%0.96%Q1 2020Q2 202313
FOUNDERS FINANCIAL SECURITIES LLC 1110.07%1.54%3.93%Q4 2013Q3 202313
Key FInancial Inc 1210.01%0.19%0.31%Q1 2020Q3 202313
Stratos Wealth Advisors, LLC 1120.03%0.20%0.61%Q4 2019Q3 202313
Csenge Advisory Group 1120.21%0.87%1.25%Q1 2020Q3 202313
WEDBUSH SECURITIES INC 940.01%0.08%0.18%Q2 2018Q3 202313
J.W. COLE ADVISORS, INC. 810.05%0.22%0.46%Q4 2019Q3 202313
Firestone Capital Management 1210.01%0.13%0.19%Q1 2020Q3 202313
Resonant Capital Advisors, LLC 630.02%0.11%0.36%Q4 2019Q3 202313
Newbridge Financial Services Group, Inc. 13130.06%0.11%0.16%Q3 2020Q3 202313
Adero Partners, LLC 1210.03%0.09%0.24%Q4 2019Q2 202313
SIGMA INVESTMENT COUNSELORS INC 1210.03%0.04%0.05%Q4 2017Q3 202313
DDD Partners, LLC 13130.04%1.19%3.57%Q3 2020Q3 202313
Qube Research & Technologies Ltd 540.00%0.11%0.31%Q4 2019Q3 202313
Omega Financial Group, LLC 13130.13%0.18%0.28%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.13%0.50%0.95%Q3 2020Q3 202313
PATHSTONE FAMILY OFFICE, LLC 13130.05%0.10%0.18%Q3 2020Q3 202313
Investors Research Corp 13130.14%0.81%1.07%Q3 2020Q3 202313
Platform Technology Partners 1030.70%2.09%3.06%Q2 2020Q3 202313
Davidson Capital Management Inc. 1120.06%13.16%24.38%Q4 2019Q3 202313
BRIGHTON JONES LLC 13130.06%0.07%0.10%Q3 2020Q3 202313
Lenox Wealth Advisors, LLC 1210.01%0.11%0.32%Q3 2017Q1 202213
Walkner Condon Financial Advisors LLC 13130.15%0.23%0.46%Q3 2020Q3 202313
Gladstone Institutional Advisory LLC 13130.06%0.08%0.13%Q3 2020Q3 202313
St. Johns Investment Management Company, LLC 13130.00%1.42%3.95%Q3 2020Q3 202313
FIDUCIARY TRUST CO 13130.01%0.54%1.55%Q3 2020Q3 202313
YHB Investment Advisors, Inc. 13130.27%0.64%1.16%Q3 2020Q3 202313
Essex Savings Bank 1030.01%0.11%0.24%Q4 2018Q3 202313
Centric Wealth Management 760.09%0.69%2.10%Q4 2018Q1 202213
SYM FINANCIAL Corp 1210.03%0.19%1.54%Q4 2017Q3 202313
Costello Asset Management, INC 13130.01%0.10%0.27%Q3 2020Q3 202313
ACCURATE INVESTMENT SOLUTIONS, INC. 13130.00%0.00%0.00%Q4 2016Q4 201913
Dynamic Advisor Solutions LLC 13130.06%0.16%0.23%Q3 2020Q3 202313
TOWNSQUARE CAPITAL LLC 13130.01%0.12%0.51%Q3 2020Q3 202313
Eagle Ridge Investment Management 13130.08%0.26%0.30%Q3 2020Q3 202313
OLD DOMINION CAPITAL MANAGEMENT INC 13130.60%0.94%1.11%Q3 2018Q3 202113
Signet Investment Advisory Group, Inc. 1210.02%0.64%0.88%Q4 2018Q3 202313
McIlrath & Eck, LLC 850.01%0.04%0.10%Q4 2017Q3 202313
RHS Financial, LLC 13130.25%1.30%2.29%Q3 2020Q3 202313
PEOPLES BANK /OH 13131.50%2.35%3.44%Q3 2020Q3 202313
Prime Capital Investment Advisors, LLC 840.00%0.03%0.15%Q2 2019Q3 202312
Renaissance Technologies 410.00%0.00%0.00%Q1 2018Q1 202312
MAI Capital Management 12120.01%0.04%0.19%Q4 2020Q3 202312
TOTAL INVESTMENT MANAGEMENT INC 12120.12%0.18%0.31%Q4 2016Q3 201912
PARK AVENUE SECURITIES LLC 12120.06%0.29%0.44%Q4 2020Q3 202312
WEST BANCORPORATION INC 840.01%0.57%1.78%Q4 2019Q3 202312
OXFORD FINANCIAL GROUP, LTD. LLC 12120.00%0.00%0.00%Q1 2020Q4 202212
Laird Norton Wetherby Wealth Management, LLC 510.01%0.02%0.03%Q2 2015Q3 202312
North Star Investment Management Corp. 12120.02%0.07%0.11%Q4 2020Q3 202312
Parsec Financial Management, Inc. 1110.01%0.02%0.02%Q4 2019Q1 202312
Vigilant Capital Management, LLC 1010.00%0.02%0.04%Q3 2019Q2 202312
Evercore Wealth Management, LLC 620.00%0.00%0.01%Q2 2015Q3 202312
Savant Capital, LLC 12120.01%0.02%0.05%Q4 2020Q3 202312
TD Capital Management LLC 530.01%0.01%0.03%Q4 2014Q3 202312
Corundum Group, Inc. 12120.13%0.19%0.27%Q3 2020Q2 202312
FineMark National Bank & Trust 530.01%0.01%0.02%Q3 2015Q3 202312
Prospera Financial Services Inc 1110.01%0.09%0.17%Q3 2020Q3 202312
Smith Anglin Financial, LLC 12120.36%0.58%0.87%Q4 2020Q3 202312
Mariner Wealth Advisors-Cincinnati, LLC 12120.02%0.04%0.06%Q4 2015Q3 201812
Advisory Alpha, LLC 810.00%0.03%0.06%Q1 2019Q3 202312
Northeast Financial Consultants Inc 12120.04%0.06%0.10%Q4 2020Q3 202312
Stonebridge Capital Advisors LLC 1110.00%0.01%0.02%Q2 2020Q3 202312
FormulaFolio Investments, LLC 12120.02%0.17%0.34%Q3 2018Q2 202112
Sunbelt Securities, Inc. 12120.09%0.48%0.92%Q4 2020Q3 202312
CLEAR INVESTMENT RESEARCH, LLC 1110.00%0.18%0.26%Q1 2020Q3 202312
Genesee Capital Advisors, LLC 840.13%0.89%2.36%Q4 2018Q2 202212
RPG Investment Advisory, LLC 12120.00%0.00%0.00%Q4 2018Q3 202112
Wealthcare Advisory Partners LLC 610.00%0.44%1.25%Q3 2017Q3 202312
SIMON QUICK ADVISORS, LLC 930.02%0.09%0.36%Q1 2020Q3 202312
Patriot Financial Group Insurance Agency, LLC 12120.00%0.06%0.15%Q4 2020Q3 202312
Berman Capital Advisors, LLC 12120.01%0.01%0.01%Q4 2018Q3 202112
Aevitas Wealth Management, Inc. 660.02%0.57%2.14%Q4 2017Q4 202212
Fulcrum Capital LLC 620.07%0.15%0.21%Q4 2017Q3 202312
Global Trust Asset Management, LLC 12120.02%0.17%0.44%Q4 2020Q3 202312
Secrest Blakey & Associates, LLC 12121.13%1.79%3.27%Q4 2017Q3 202012
MGO ONE SEVEN LLC 910.03%0.40%1.28%Q4 2017Q3 202312
Stewardship Advisors, LLC 12124.93%8.20%11.48%Q4 2020Q3 202312
GABLES CAPITAL MANAGEMENT INC. 12120.02%0.02%0.03%Q1 2020Q4 202212
Brio Consultants, LLC 660.04%2.21%7.12%Q4 2018Q3 202312
Main Street Financial Solutions, LLC 12122.09%3.34%4.38%Q4 2020Q3 202312
Venture Visionary Partners LLC 12120.62%1.18%1.57%Q4 2020Q3 202312
Relyea Zuckerberg Hanson LLC 12120.07%0.11%0.16%Q4 2020Q3 202312
Bank of Marin 12120.20%0.52%0.98%Q1 2020Q4 202212
Future Financial Wealth Managment LLC 12120.75%1.65%4.05%Q4 2020Q3 202312
Game Plan Financial Advisors, LLC 1021.68%2.09%2.67%Q4 2019Q4 202212
Danda Trouve Investment Management, Inc. 12120.00%0.14%1.55%Q4 2019Q3 202212
Concord Wealth Partners 12120.01%1.79%4.01%Q4 2020Q3 202312
TrueWealth Advisors, LLC 12121.95%3.24%4.02%Q4 2020Q3 202312
Berger Financial Group, Inc 12120.17%1.74%3.01%Q4 2020Q3 202312
SOUNDMARK WEALTH MANAGEMENT, LLC 12120.18%0.33%0.48%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.11%0.13%0.18%Q4 2020Q3 202312
Clearview Wealth Advisors LLC 12120.05%3.89%11.33%Q4 2020Q3 202312
Galvin, Gaustad & Stein, LLC 12120.10%0.11%0.12%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12122.90%3.79%4.44%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.02%0.05%0.11%Q4 2020Q3 202312
McCarthy Asset Management, Inc. 121214.98%16.78%18.54%Q4 2020Q3 202312
Bond & Devick Financial Network, Inc. 12120.28%0.51%0.77%Q4 2020Q3 202312
West Financial Advisors, LLC 12120.08%0.10%0.12%Q4 2020Q3 202312
Latitude Advisors, LLC 12120.61%0.90%1.16%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.09%0.09%0.10%Q4 2020Q3 202312
Goepper Burkhardt LLC 12120.70%2.40%4.54%Q4 2020Q3 202312
COWA, LLC 12122.30%3.32%4.99%Q4 2020Q3 202312
DHJJ Financial Advisors, Ltd. 12124.10%4.55%4.93%Q4 2020Q3 202312
COLLECTIVE FAMILY OFFICE LLC 12120.84%1.09%1.29%Q4 2020Q3 202312
Lebenthal Global Advisors, LLC 12121.56%2.52%4.44%Q4 2020Q3 202312
OUTFITTER FINANCIAL LLC 12120.33%0.98%1.24%Q4 2020Q3 202312
Rodgers & Associates, LTD 12120.29%0.62%0.78%Q4 2020Q3 202312
Round Rock Advisors, LLC 12120.24%0.40%0.57%Q4 2020Q3 202312
Everhart Financial Group, Inc. 12121.57%2.58%3.86%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.10%0.36%1.00%Q4 2020Q3 202312
AllGen Financial Advisors, Inc. 121212.28%15.85%18.63%Q4 2020Q3 202312
Northeast Financial Group, Inc. 12127.19%9.55%12.89%Q4 2020Q3 202312
Southland Equity Partners LLC 12120.17%0.40%1.07%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.01%Q2 2013Q1 201612
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.06%0.07%0.08%Q4 2018Q3 202112
ARKANSAS FINANCIAL GROUP, INC. 710.05%0.09%0.23%Q1 2020Q3 202312
COMERICA SECURITIES,INC. 12120.05%0.20%0.33%Q4 2020Q3 202312
WESTPORT RESOURCES MANAGEMENT INC 12120.03%0.04%0.07%Q4 2013Q3 201612
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1110.00%0.01%0.02%Q1 2020Q3 202312
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 12121.44%2.14%3.23%Q4 2020Q3 202312
QCI ASSET MANAGEMENT INC/NY 12120.02%0.03%0.03%Q4 2018Q3 202112
Hennion & Walsh Asset Management, Inc. 11111.32%2.16%2.48%Q1 2021Q3 202311
One Day In July LLC 11110.05%0.05%0.06%Q1 2021Q3 202311
1ST SOURCE BANK 11110.02%0.02%0.03%Q1 2021Q3 202311
STEPHENS INC /AR/ 11110.01%0.04%0.16%Q1 2021Q3 202311
Nicholas Hoffman & Company, LLC. 11110.01%0.02%0.05%Q1 2021Q3 202311
UBS ASSET MANAGEMENT AMERICAS INC 11110.00%0.00%0.00%Q1 2017Q3 201911
Redhawk Wealth Advisors, Inc. 11110.09%0.45%2.92%Q1 2021Q3 202311
TRUST CO OF VERMONT 830.01%0.01%0.01%Q4 2020Q3 202311
WADE G W & INC 11110.01%0.02%0.04%Q1 2021Q3 202311
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 11110.09%0.29%0.50%Q1 2021Q3 202311
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Loveless Wealth Management LLC 11111.07%1.37%1.82%Q4 2019Q2 202211
Burns Matteson Capital Management, LLC 11112.84%4.04%4.62%Q4 2020Q2 202311
Sunflower Bank, N.A. 1010.06%0.10%0.15%Q2 2020Q2 202311
Arete Wealth Advisors, LLC 920.02%0.05%0.13%Q4 2020Q3 202311
WestHill Financial Advisors, Inc. 920.00%0.00%0.01%Q4 2020Q3 202311
Carnegie Capital Asset Management, LLC 710.01%0.08%0.20%Q3 2016Q3 202311
ADVISORS MANAGEMENT GROUP INC /ADV 11110.27%0.47%0.65%Q1 2021Q3 202311
Paradigm, Strategies in Wealth Management, LLC 11118.56%10.00%11.64%Q1 2021Q3 202311
QS Investors, LLC 610.00%0.11%0.40%Q4 2015Q1 202111
Spire Wealth Management 11110.03%0.14%0.24%Q1 2021Q3 202311
Rollins Financial 830.99%1.35%2.06%Q4 2020Q3 202311
Bard Financial Services, Inc. 11112.66%3.42%4.32%Q4 2020Q2 202311
MBA Advisors LLC 11112.20%3.32%3.85%Q1 2021Q3 202311
DAVENPORT & Co LLC 11110.00%0.02%0.03%Q1 2021Q3 202311
Robbins Farley 11114.29%6.07%8.84%Q1 2021Q3 202311
AllSquare Wealth Management LLC 740.00%0.01%0.01%Q2 2018Q3 202311
Paulson Wealth Management Inc. 920.17%0.59%0.85%Q4 2017Q3 202311
ARGUS INVESTORS' COUNSEL, INC. 11110.12%0.20%0.25%Q1 2021Q3 202311
LifePlan Financial Group, Inc 11110.01%0.10%0.34%Q1 2018Q3 202011
NorthRock Partners, LLC 11110.02%0.05%0.08%Q1 2021Q3 202311
Founders Financial Alliance, LLC 11110.10%0.18%0.31%Q1 2021Q3 202311
Centerpoint Advisors, LLC 1010.00%0.19%0.35%Q2 2019Q3 202311
Versant Capital Management, Inc 11110.00%0.00%0.00%Q2 2021Q4 202311
Brouwer & Janachowski, LLC 1010.04%3.43%4.79%Q4 2013Q2 202111
HARBOR ADVISORY CORP /MA/ 11110.09%0.11%0.12%Q1 2021Q3 202311
WEBSTER BANK, N. A. 910.00%0.01%0.11%Q3 2017Q3 202311
Dorsey & Whitney Trust CO LLC 11110.04%0.05%0.08%Q1 2021Q3 202311
Auxano Advisors, LLC 11110.17%0.90%1.70%Q1 2021Q3 202311
Addison Advisors LLC 1010.02%0.03%0.04%Q4 2020Q3 202311
Blue Chip Wealth Management, Inc. 11110.41%0.52%0.79%Q1 2018Q3 202011
Swaine & Leidel Wealth Services, LLC 911.36%1.79%2.68%Q1 2019Q1 202211
Foundations Investment Advisors, LLC 11110.06%0.13%0.30%Q1 2021Q3 202311
Rikoon Group, LLC 11110.10%0.11%0.12%Q3 2018Q1 202111
Marshall Financial Group LLC 11110.08%0.91%1.30%Q4 2020Q2 202311
BESSEMER GROUP INC 830.00%0.00%0.01%Q2 2020Q3 202311
CONCENTRIC WEALTH MANAGEMENT, LLC 610.07%0.07%0.10%Q4 2019Q3 202311
M&R CAPITAL MANAGEMENT INC 11110.02%0.04%0.06%Q2 2021Q4 202311
Independent Advisor Alliance 510.03%0.20%0.96%Q1 2017Q3 202311
Perennial Advisors, LLC 11110.06%0.08%0.08%Q1 2021Q3 202311
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11110.08%0.14%0.44%Q1 2021Q3 202311
Insight Wealth Partners, LLC 11110.06%0.17%0.30%Q1 2021Q3 202311
V Wealth Advisors LLC 810.02%0.15%0.26%Q2 2017Q3 202311
Pacific Center for Financial Services 830.07%0.08%0.10%Q4 2020Q3 202311
ACCESS FINANCIAL SERVICES, INC. 11112.26%2.42%2.75%Q1 2021Q3 202311
Bryn Mawr Capital Management, LLC 11110.50%2.43%4.89%Q1 2021Q3 202311
Gunma Bank,Ltd. 651.67%2.67%4.07%Q3 2020Q3 202311
Cognios Capital, LLC 11110.08%0.10%0.14%Q2 2016Q4 201811
Ridgewood Investments LLC 11110.24%0.31%0.38%Q1 2021Q3 202311
FORT PITT CAPITAL GROUP, LLC 510.01%0.01%0.02%Q2 2018Q1 202211
Brand Asset Management Group, Inc. 11110.06%0.07%0.08%Q3 2018Q1 202111
Capital Planning LLC 740.11%1.86%3.26%Q4 2020Q3 202311
PEAPACK GLADSTONE FINANCIAL CORP 11110.02%0.04%0.07%Q1 2021Q3 202311
Planned Solutions, Inc. 740.18%0.20%0.26%Q3 2020Q2 202311
TIAA, FSB 11110.00%0.00%0.00%Q4 2020Q2 202311
Crescent Grove Advisors, LLC 11110.05%0.32%0.48%Q1 2021Q3 202311
Silicon Hills Wealth Management, LLC 11110.16%0.36%0.54%Q4 2019Q2 202211
EXENCIAL WEALTH ADVISORS, LLC 830.01%0.16%0.82%Q4 2020Q3 202311
Grandview Asset Management LLC 610.19%0.23%0.27%Q3 2020Q3 202311
BCGM Wealth Management, LLC 11113.06%5.07%6.45%Q1 2021Q3 202311
Clearstead Advisors, LLC 1010.00%0.04%0.07%Q4 2020Q3 202311
TRUEWEALTH LLC 11110.00%0.24%0.27%Q4 2017Q2 202011
CAMBRIDGE TRUST CO 11110.39%0.58%0.70%Q1 2021Q3 202311
EP Wealth Advisors, LLC 11110.01%0.19%0.41%Q1 2021Q3 202311
Ten Capital Wealth Advisors, LLC 11110.01%0.09%0.24%Q4 2020Q2 202311
Strategic Wealth Management Group, LLC 111121.03%22.82%26.86%Q4 2018Q2 202111
DT Investment Partners, LLC 11110.03%1.92%2.98%Q1 2021Q3 202311
TOMPKINS FINANCIAL CORP 810.00%0.01%0.02%Q2 2020Q4 202310
GPS Wealth Strategies Group, LLC 730.02%0.09%0.15%Q1 2021Q3 202310
Austin Private Wealth, LLC 10100.10%0.25%0.50%Q2 2021Q3 202310
RWA WEALTH PARTNERS, LLC 910.00%0.02%0.03%Q2 2018Q3 202310
Realta Investment Advisors 910.00%0.22%0.64%Q2 2019Q3 202310
Fountainhead AM, LLC 640.07%0.10%0.12%Q1 2021Q3 202310
COMMERCE BANK 10100.00%0.01%0.02%Q2 2021Q3 202310
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 820.16%0.21%0.25%Q1 2021Q3 202310
Aberdeen Wealth Management LLC 820.12%0.14%0.15%Q4 2020Q3 202310
ACT Advisors, LLC. 10100.35%2.82%12.47%Q2 2021Q3 202310
Laurel Wealth Planning LLC 10100.05%3.03%5.53%Q2 2021Q3 202310
Diversified, LLC 10101.77%3.71%5.61%Q2 2021Q3 202310
BAKER TILLY WEALTH MANAGEMENT, LLC 10100.05%0.12%0.19%Q2 2021Q3 202310
Sage Financial Management Group, Inc. 611.27%2.03%2.48%Q4 2020Q3 202310
Cooper Financial Group 10100.08%1.14%2.27%Q2 2021Q3 202310
Accel Wealth Management 10100.02%0.06%0.08%Q4 2020Q1 202310
Westside Investment Management, Inc. 10100.00%0.00%0.00%Q4 2020Q1 202310
Adams Chetwood Wealth Management LLC 10105.48%7.69%9.06%Q4 2019Q1 202210
Riverview Trust Co 10100.02%0.03%0.03%Q2 2021Q3 202310
SEAVIEW INVESTMENT MANAGERS LLC 10101.08%1.30%1.52%Q1 2021Q2 202310
Horizon Investment Services, LLC 10100.13%0.31%0.46%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.25%0.99%1.75%Q1 2021Q3 202310
Princeton Global Asset Management LLC 10100.01%0.16%0.71%Q2 2021Q3 202310
GREAT LAKES ADVISORS, LLC 10100.01%0.11%0.46%Q2 2021Q3 202310
Brookstone Capital Management 10100.17%0.24%0.30%Q2 2021Q3 202310
LEVEL FOUR ADVISORY SERVICES, LLC 910.02%0.46%0.66%Q1 2021Q3 202310
Stonebridge Financial Planning Group, LLC 640.01%0.76%1.44%Q1 2021Q3 202310
Engrave Wealth Partners LLC 730.01%3.52%12.34%Q4 2019Q4 202210
Armbruster Capital Management, Inc. 10100.01%0.01%0.01%Q4 2015Q1 201810
HBW ADVISORY SERVICES LLC 10100.08%0.87%1.50%Q2 2021Q3 202310
jvl associates llc 420.18%0.21%0.26%Q4 2017Q3 202010
Acropolis Investment Management, LLC 10100.02%0.03%0.03%Q2 2021Q3 202310
SevenOneSeven Capital Management 10106.51%8.40%9.99%Q2 2021Q3 202310
Winfield Associates, Inc. 10100.03%0.03%0.03%Q3 2015Q4 201710
Bellwether Advisors, LLC 10100.00%0.01%0.01%Q4 2020Q1 202310
AlphaCore Capital LLC 910.00%0.03%0.12%Q4 2019Q3 202310
Brick & Kyle, Associates 820.03%0.16%0.23%Q4 2016Q3 202310
XML Financial, LLC 10100.36%0.50%0.91%Q2 2021Q3 202310
CAPITAL FUND MANAGEMENT S.A. 440.01%0.02%0.04%Q4 2022Q3 202310
Highwater Wealth Management, LLC 640.99%2.42%3.71%Q3 2016Q3 201910
TAP Consulting, LLC 10100.10%0.28%0.50%Q2 2020Q3 202210
GRIES FINANCIAL LLC 640.26%0.35%0.47%Q1 2021Q3 202310
Clean Yield Group 10100.01%0.02%0.02%Q2 2021Q3 202310
Cutter & CO Brokerage, Inc. 10100.05%0.18%0.44%Q2 2021Q3 202310
ALLIANCEBERNSTEIN L.P. 10100.02%0.03%0.05%Q4 2017Q1 202010
Starfire Investment Advisers, Inc. 10100.12%0.98%1.33%Q1 2018Q2 202010
Blue Barn Wealth, LLC 10104.89%5.36%5.76%Q2 2021Q3 202310
WT Wealth Management 510.08%0.69%1.60%Q3 2019Q3 202310
Bank of New Hampshire 10100.11%0.15%0.22%Q2 2021Q3 202310
NSI Retail Advisors, LLC 10100.18%0.23%0.29%Q2 2021Q3 202310
Livingston Group Asset Management CO (operating as Southport Capital Management) 10100.45%0.75%1.24%Q4 2019Q1 202210
Signature Financial Management, Inc. 10101.25%1.73%2.13%Q3 2016Q4 201810
CSM Advisors, LLC 10100.08%0.10%0.11%Q2 2021Q3 202310
Lloyd Advisory Services, LLC. 10100.00%0.05%0.39%Q4 2019Q1 202210
Legacy Financial Advisors, Inc. 550.00%0.13%0.48%Q4 2017Q3 202310
ACAS, LLC 642.58%3.30%3.82%Q1 2021Q3 202310
FIFTH THIRD SECURITIES, INC. 610.44%0.84%1.28%Q3 2018Q3 202310
EMFO, LLC 10100.02%0.02%0.02%Q2 2021Q3 202310
Vigilare Wealth Management 10100.14%0.26%0.56%Q3 2021Q4 202310
ROMAN BUTLER FULLERTON & CO 10100.14%0.44%0.82%Q2 2021Q3 202310
Summit Trail Advisors, LLC 810.01%0.02%0.02%Q4 2017Q3 202310
EVERGREEN CAPITAL MANAGEMENT LLC 610.01%0.02%0.03%Q2 2019Q3 202310
Coastal Bridge Advisors, LLC 10100.12%0.16%0.20%Q4 2017Q1 202010
BOKF, NA 910.00%0.20%0.50%Q4 2020Q3 202310
Simplicity Solutions, LLC 520.02%0.22%0.61%Q4 2018Q3 202310
Atlas Private Wealth Advisors 10100.00%1.44%8.01%Q2 2021Q3 202310
CNB Bank 10100.18%0.47%0.71%Q2 2021Q3 202310
ROBERTS GLORE & CO INC /IL/ 640.06%0.07%0.08%Q1 2021Q3 202310
Ameritas Investment Company, LLC 910.00%0.08%0.24%Q1 2019Q3 202110
Sandbox Financial Partners, LLC 10100.13%0.23%0.63%Q2 2021Q3 202310
Personal Capital Advisors Corp 910.00%0.00%0.01%Q1 2017Q4 202210
Hexagon Capital Partners LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Cornell Pochily Investment Advisors, Inc. 10100.21%0.29%0.38%Q2 2021Q3 202310
Squarepoint Ops LLC 640.00%0.00%0.00%Q1 2021Q3 202310
Vestmark Advisory Solutions, Inc. 10100.05%0.10%0.14%Q1 2021Q2 202310
Madison Wealth Partners, Inc 10100.12%0.22%0.32%Q2 2021Q3 202310
Integrated Wealth Concepts LLC 10100.01%0.31%0.61%Q2 2021Q3 202310
PSI Advisors, LLC 910.01%0.01%0.05%Q4 2019Q3 202310
OUTFITTER ADVISORS, LTD. 990.43%0.64%0.76%Q2 2016Q2 20189
Baker Ellis Asset Management LLC 992.08%2.46%2.79%Q3 2021Q3 20239
M&T BANK CORP 990.00%0.01%0.02%Q3 2021Q3 20239
Peak Asset Management, LLC 610.05%0.06%0.07%Q3 2019Q4 20229
MONEY CONCEPTS CAPITAL CORP 810.03%0.39%1.54%Q1 2021Q3 20239
GRIMES & COMPANY, INC. 710.01%0.01%0.01%Q4 2019Q2 20239
United Bank 991.91%2.12%2.25%Q3 2021Q3 20239
SG Americas Securities, LLC 210.00%0.00%0.01%Q4 2013Q2 20239
RAYMOND JAMES TRUST N.A. 990.01%0.03%0.06%Q3 2021Q3 20239
McElhenny Sheffield Capital Management, LLC 990.10%0.13%0.18%Q3 2021Q3 20239
VERUS CAPITAL PARTNERS, LLC 720.01%0.96%1.36%Q4 2019Q3 20239
AMERICAN NATIONAL BANK 720.00%0.00%0.01%Q4 2019Q3 20239
LEO BROKERAGE, LLC 521.07%2.42%3.65%Q3 2020Q2 20239
FLOW TRADERS U.S. LLC 210.00%0.04%0.12%Q3 2016Q3 20239
Strategic Wealth Partners, Ltd. 810.00%0.01%0.04%Q4 2017Q4 20229
WHITTIER TRUST CO OF NEVADA INC 990.00%0.03%0.08%Q3 2021Q3 20239
Archford Capital Strategies, LLC 990.18%0.78%1.17%Q3 2021Q3 20239
Stevard, LLC 540.46%0.65%0.80%Q2 2021Q3 20239
McAlister, Sweet & Associates, Inc. 990.84%8.50%16.26%Q4 2021Q4 20239
VIVID FINANCIAL MANAGEMENT, INC. 991.32%1.85%2.94%Q4 2019Q4 20219
JB Capital LLC 990.03%0.21%0.82%Q3 2021Q3 20239
Aldebaran Financial Inc. 990.63%0.66%0.69%Q3 2015Q3 20179
Destiny Wealth Partners, LLC 990.01%0.04%0.08%Q4 2020Q4 20229
Jaffetilchin Investment Partners, LLC 990.03%0.34%0.85%Q3 2021Q3 20239
Curi Wealth Management, LLC 810.00%0.61%1.38%Q4 2020Q3 20239
LWS Wealth Advisors, Inc. 990.11%0.13%0.14%Q2 2020Q2 20229
Tenret Co LLC 990.21%0.26%0.28%Q2 2021Q2 20239
ROWLANDMILLER & PARTNERS.ADV 510.07%0.14%0.18%Q4 2019Q4 20229
Moors & Cabot, Inc. 990.02%0.03%0.04%Q3 2021Q3 20239
Capital Market Strategies LLC 991.40%1.81%3.29%Q4 2021Q4 20239
Phocas Financial Corp. 540.01%0.05%0.12%Q4 2018Q3 20239
HORAN CAPITAL MANAGEMENT 990.02%0.02%0.03%Q3 2017Q3 20199
Kistler-Tiffany Companies, LLC 990.12%0.30%0.44%Q2 2021Q2 20239
Consolidated Planning Corp 990.06%0.39%1.83%Q3 2021Q3 20239
STEPH & CO 990.01%0.03%0.03%Q3 2021Q3 20239
M Holdings Securities, Inc. 610.04%0.07%0.09%Q4 2018Q2 20239
Pegasus Asset Management, Inc. 540.10%0.11%0.14%Q2 2021Q3 20239
Agate Pass Investment Management, LLC 991.47%2.01%2.48%Q4 2021Q4 20239
QUADRANT CAPITAL GROUP LLC 810.00%0.00%0.00%Q2 2021Q3 20239
HOME FEDERAL BANK OF TENNESSEE 990.25%0.26%0.28%Q1 2020Q1 20229
KAVAR CAPITAL PARTNERS GROUP, LLC 990.22%0.23%0.26%Q4 2020Q4 20229
Eudaimonia Partners, LLC 610.01%0.16%0.74%Q4 2019Q3 20239
DEUTSCHE BANK AG\ 510.00%0.00%0.00%Q1 2018Q2 20219
Simmons Bank 610.02%0.03%0.04%Q3 2017Q3 20239
Demars Financial Group, LLC 990.13%0.34%0.46%Q2 2020Q2 20229
FIRST MANHATTAN CO. LLC. 810.00%0.00%0.00%Q1 2017Q3 20239
GoalVest Advisory LLC 810.00%0.02%0.02%Q4 2020Q4 20239
Newman & Schimel, LLC 991.02%1.80%2.40%Q4 2020Q4 20229
Meristem Family Wealth, LLC 990.07%0.12%0.15%Q1 2020Q1 20229
LifePro Asset Management 990.22%0.42%0.78%Q3 2021Q3 20239
TFC Financial Management, Inc. 990.00%0.00%0.00%Q3 2020Q3 20229
B&D White Capital Company, LLC 810.07%7.01%16.40%Q4 2020Q1 20239
U.S. Capital Wealth Advisors, LLC 990.13%0.18%0.23%Q3 2021Q3 20239
Whelan Financial 9916.43%20.40%37.38%Q3 2021Q3 20239
Opes Advisors Inc 990.47%0.67%0.85%Q4 2016Q4 20189
HawsGoodwin Investment Management LLC 990.14%0.23%0.52%Q4 2019Q4 20219
LexAurum Advisors, LLC 990.20%0.94%1.39%Q3 2021Q3 20239
Lindbrook Capital, LLC 810.01%0.01%0.02%Q4 2019Q3 20239
Archer Investment Corp 990.06%0.07%0.10%Q3 2021Q3 20239
FDx Advisors, Inc. 410.01%0.30%1.49%Q1 2018Q3 20239
High Net Worth Advisory Group LLC 991.64%1.72%1.78%Q4 2021Q4 20239
MAGNOLIA CAPITAL ADVISORS LLC 412.06%3.27%4.86%Q4 2019Q4 20229
SII INVESTMENTS INC/WI 630.02%0.04%0.13%Q4 2014Q3 20179
Checchi Capital Advisers, LLC 710.03%0.04%0.06%Q2 2020Q2 20228
WINTRUST INVESTMENTS LLC 440.03%0.20%0.31%Q1 2017Q3 20238
SYNOVUS FINANCIAL CORP 610.00%0.00%0.01%Q2 2017Q3 20238
Avant Capital LLC 886.93%7.38%7.76%Q4 2021Q3 20238
Twele Capital Management, Inc. 880.16%0.17%0.17%Q3 2013Q2 20158
Next Capital Management LLC 440.00%0.11%0.27%Q4 2018Q3 20238
WIPFLI FINANCIAL ADVISORS LLC, 880.35%1.79%4.79%Q4 2020Q3 20228
Bell Rock Capital LLC 880.01%0.02%0.02%Q4 2016Q3 20188
Select Asset Management & Trust 880.26%4.27%6.96%Q4 2021Q3 20238
BNC WEALTH MANAGEMENT, LLC 880.69%0.74%0.84%Q4 2021Q3 20238
ABSOLUTE CAPITAL MANAGEMENT, LLC 880.90%1.29%1.94%Q4 2021Q3 20238
Laidlaw Wealth Management LLC 710.35%0.40%0.44%Q4 2020Q2 20238
Revolve Wealth Partners, LLC 880.41%0.52%0.67%Q4 2021Q3 20238
COLUMBIA ADVISORY PARTNERS LLC 8815.22%16.70%18.35%Q4 2021Q3 20238
Procyon Advisors, LLC 410.02%0.03%0.06%Q4 2019Q3 20238
Hayek Kallen Investment Management 880.18%0.21%0.27%Q4 2021Q3 20238
Apexium Financial, LP 880.18%1.09%1.66%Q4 2021Q3 20238
Efficient Market Advisors, LLC 880.00%0.00%0.00%Q3 2013Q2 20158
WealthTrust Fairport, LLC 530.01%0.01%0.01%Q2 2014Q1 20198
WEST PACES ADVISORS INC. 880.04%0.07%0.10%Q4 2021Q3 20238
CUTLER INVESTMENT COUNSEL LLC 880.04%0.33%0.42%Q4 2021Q3 20238
Tatro Capital, LLC 620.20%2.35%3.98%Q4 2019Q1 20228
TD Waterhouse Canada Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
WEALTHSOURCE PARTNERS, LLC 310.01%0.06%0.12%Q4 2017Q3 20238
RE Dickinson Investment Advisors, LLC 880.00%1.74%7.17%Q4 2021Q3 20238
Stadion Money Management, LLC 880.04%0.04%0.06%Q2 2019Q1 20218
Financial Engines Advisors L.L.C. 710.00%0.00%0.00%Q3 2018Q3 20238
OLYMPUS WEALTH MANAGEMENT, LLC 889.24%11.50%13.50%Q4 2021Q3 20238
Secure Asset Management, LLC 880.58%1.10%1.78%Q4 2021Q3 20238
Miramar Capital, LLC 710.10%0.26%0.32%Q4 2020Q3 20238
WFA Asset Management Corp 8818.69%19.35%20.48%Q4 2021Q3 20238
Keudell/Morrison Wealth Management 880.09%1.47%3.40%Q4 2021Q3 20238
McCarthy Grittinger Financial Group, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
SILVERLAKE WEALTH MANAGEMENT LLC 880.81%0.90%1.08%Q4 2021Q3 20238
FC Advisory LLC 880.12%0.20%0.26%Q1 2022Q4 20238
LYELL WEALTH MANAGEMENT, LP 880.06%0.06%0.08%Q4 2021Q3 20238
Hofer & Associates. Inc 882.46%4.11%4.77%Q4 2021Q3 20238
RETIREMENT GUYS FORMULA LLC 880.67%1.19%2.94%Q4 2021Q3 20238
Presidio Capital Management, LLC 889.01%11.23%13.60%Q4 2021Q3 20238
Astoria Portfolio Advisors LLC. 880.43%0.67%1.06%Q4 2021Q3 20238
Finer Wealth Management, Inc. 880.25%0.31%0.36%Q4 2021Q3 20238
ST GERMAIN D J CO INC 530.00%0.02%0.04%Q4 2021Q4 20238
Waverly Advisors, LLC 530.02%0.19%0.42%Q3 2021Q3 20238
Powers Advisory Group, LLC 885.28%6.76%7.79%Q4 2021Q3 20238
Asset Planning Services, Ltd. 880.63%0.73%0.98%Q2 2019Q1 20218
WARNER FINANCIAL, INC 880.21%0.73%1.11%Q4 2021Q3 20238
Leo H. Evart, Inc. 8811.32%13.46%16.40%Q4 2021Q3 20238
Aspire Wealth Management Corp 886.05%6.76%7.73%Q4 2021Q3 20238
Clay Northam Wealth Management, LLC 889.18%10.60%12.12%Q4 2021Q3 20238
Ascent Group, LLC 880.10%0.21%0.28%Q4 2021Q3 20238
COMMONS CAPITAL, LLC 880.45%0.60%0.70%Q4 2021Q3 20238
Key Client Fiduciary Advisors, LLC 880.23%0.29%0.34%Q4 2021Q3 20238
CAMDEN NATIONAL BANK 880.07%0.27%0.46%Q4 2021Q3 20238
Moloney Securities Asset Management, LLC 710.12%0.21%0.41%Q2 2021Q3 20238
WEALTH MANAGEMENT RESOURCES, INC. 889.28%10.18%11.02%Q4 2021Q3 20238
HC FINANCIAL ADVISORS INC 710.00%0.12%0.15%Q1 2020Q2 20228
Rainsberger Wealth Advisors, Inc. 883.52%4.39%6.42%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 881.97%2.17%2.36%Q4 2021Q3 20238
Capasso Planning Partners LLC 881.90%2.13%2.38%Q4 2021Q3 20238
Klingman & Associates, LLC 440.02%0.02%0.02%Q2 2021Q3 20238
Ulland Investment Advisors, LLC 880.25%0.35%0.60%Q4 2021Q3 20238
ETF Store, Inc. 880.29%0.34%0.43%Q4 2021Q3 20238
Mendel Capital Management LLC 889.90%12.26%13.90%Q4 2021Q3 20238
Intergy Private Wealth, LLC 883.07%9.24%11.61%Q4 2021Q3 20238
HB Wealth Management, LLC 880.41%0.66%0.78%Q4 2021Q3 20238
ADAMSBROWN WEALTH CONSULTANTS LLC 8814.40%15.43%16.50%Q4 2021Q3 20238
Watermark Asset Management, Inc. 880.02%0.03%0.05%Q1 2017Q4 20188
Spinnaker Investment Group, LLC 889.62%11.33%12.27%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 881.16%1.97%2.24%Q4 2021Q3 20238
City State Bank 880.01%0.01%0.01%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.38%0.71%1.17%Q4 2021Q3 20238
Bryant Woods Investment Advisors, LLC 880.37%0.43%0.48%Q4 2021Q3 20238
Prosperity Consulting Group, LLC 881.04%1.75%2.27%Q4 2021Q3 20238
Kellett Wealth Advisors, LLC 8821.14%30.66%40.04%Q4 2021Q3 20238
Investment Advisory Group, LLC 880.34%0.63%1.02%Q4 2021Q3 20238
Modera Wealth Management, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Ironwood Financial, llc 880.00%0.01%0.01%Q1 2018Q4 20198
Guardian Wealth Management, Inc. 880.21%0.37%0.70%Q4 2021Q3 20238
Compass Advisory Group LLC 880.64%4.21%5.46%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Integrated Wealth Management 440.00%0.12%0.35%Q1 2015Q1 20178
Zullo Investment Group, Inc. 881.09%1.29%1.42%Q4 2021Q3 20238
Operose Advisors LLC 880.03%0.05%0.07%Q4 2021Q3 20238
Carson Advisory Inc. 880.29%0.35%0.49%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 880.00%0.01%0.03%Q4 2021Q3 20238
Members Advisory Group LLC 8813.83%15.30%16.72%Q4 2021Q3 20238
WealthCare Investment Partners, LLC 883.09%4.17%5.02%Q4 2021Q3 20238
AHL INVESTMENT MANAGEMENT, INC. 881.42%1.50%1.64%Q4 2021Q3 20238
Facet Wealth, Inc. 880.09%0.19%0.36%Q4 2020Q3 20228
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 880.16%2.02%3.94%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.69%0.93%1.03%Q4 2021Q3 20238
Fortress Wealth Management, Inc. 880.20%1.54%2.18%Q4 2021Q3 20238
NCM Capital Management, LLC 882.09%2.37%2.75%Q4 2021Q3 20238
OLIO Financial Planning 880.30%1.17%1.70%Q4 2021Q3 20238
MAS Advisors LLC 881.24%1.62%2.36%Q4 2021Q3 20238
Scott Capital Advisors, LLC 8814.11%16.53%18.81%Q4 2021Q3 20238
Orcam Financial Group 880.96%1.07%1.31%Q4 2021Q3 20238
Morling Financial Advisors, LLC 880.81%1.08%1.47%Q4 2021Q3 20238
American Trust 880.79%1.54%2.56%Q4 2021Q3 20238
EUDAIMONIA ADVISORS LLC 883.40%4.58%5.28%Q4 2021Q3 20238
VALICENTI ADVISORY SERVICES INC 880.06%0.08%0.10%Q4 2021Q3 20238
Royal Capital Wealth Management, LLC 880.67%2.58%4.85%Q4 2021Q3 20238
Wedmont Private Capital 880.11%0.16%0.28%Q4 2021Q3 20238
Masso Torrence Wealth Management Inc. 883.57%5.28%6.19%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.68%2.19%3.01%Q4 2021Q3 20238
Cross Staff Investments Inc 880.39%0.44%0.49%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Paladin Advisory Group, LLC 883.47%3.72%4.09%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Bell Investment Advisors, Inc 621.09%1.47%1.75%Q3 2021Q3 20238
Virtue Capital Management, LLC 880.04%0.05%0.05%Q4 2021Q3 20238
GFG Capital, LLC 880.04%0.06%0.08%Q4 2021Q3 20238
Quantum Capital Management, LLC / NJ 880.62%1.15%1.39%Q3 2015Q2 20178
Level Financial Advisors 880.00%0.00%0.00%Q4 2021Q3 20238
FourThought Financial, LLC 880.01%0.01%0.01%Q4 2020Q3 20228
UMB Bank, n.a. 880.00%0.00%0.01%Q4 2021Q3 20238
SITTNER & NELSON, LLC 880.04%0.08%0.09%Q4 2021Q3 20238
Elmwood Wealth Management, Inc. 710.01%0.05%0.06%Q1 2018Q1 20208
BERKSHIRE ASSET MANAGEMENT LLC/PA 620.02%0.11%0.17%Q3 2021Q3 20238
Rice Partnership, LLC 320.01%0.05%0.09%Q2 2021Q3 20238
ASSET MANAGEMENT CORP /IL/ /ADV 880.14%0.92%2.12%Q2 2021Q1 20238
MANNING & NAPIER ADVISORS LLC 410.01%0.02%0.03%Q4 2014Q3 20178
CAHILL FINANCIAL ADVISORS INC 710.01%0.21%0.42%Q3 2021Q3 20238
Sageworth Trust Co 530.00%0.05%0.16%Q3 2013Q1 20188
Curran Financial Partners, LLC 880.88%4.99%7.39%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Alpha Cubed Investments, LLC 880.02%0.25%0.37%Q4 2021Q3 20238
ForthRight Wealth Management, LLC 881.84%3.96%8.06%Q4 2021Q3 20238
Alterity Financial Group, LLC 610.29%0.46%0.57%Q1 2021Q3 20238
Hurlow Wealth Management Group, Inc. 880.19%1.14%1.56%Q4 2018Q3 20208
Intrua Financial, LLC 770.42%0.74%1.06%Q3 2021Q1 20237
Beacon Financial Advisory LLC 770.32%0.34%0.36%Q4 2020Q2 20227
INSIGHT 2811, INC. 770.14%0.29%0.34%Q1 2022Q3 20237
OPTIONS SOLUTIONS, LLC 430.21%0.25%0.32%Q4 2021Q3 20237
Maxim Capital Management LLC 770.50%2.17%2.69%Q4 2018Q2 20207
MORRIS FINANCIAL CONCEPTS, INC. 770.16%0.21%0.24%Q1 2022Q3 20237
IEQ CAPITAL, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
BOSTON FINANCIAL MANGEMENT LLC 770.12%0.18%0.22%Q1 2022Q3 20237
MONTAG A & ASSOCIATES INC 770.00%0.01%0.01%Q4 2021Q2 20237
Palouse Capital Management, Inc. 770.10%0.12%0.14%Q1 2021Q3 20227
MEEDER ASSET MANAGEMENT INC 770.00%0.00%0.00%Q1 2021Q3 20227
ASSET PLANNING CORPORATION 770.30%4.61%5.91%Q1 2022Q3 20237
SILVER OAK SECURITIES, INCORPORATED 770.17%0.83%1.28%Q1 2022Q3 20237
FIRST FOUNDATION ADVISORS 520.01%0.03%0.07%Q2 2020Q3 20237
HAZLETT, BURT & WATSON, INC. 775.04%6.16%7.16%Q1 2022Q3 20237
GOFEN & GLOSSBERG LLC /IL/ 770.01%0.01%0.01%Q2 2021Q4 20227
PRINCIPAL FINANCIAL GROUP INC 770.00%0.00%0.00%Q1 2022Q3 20237
Pure Financial Advisors, LLC 510.01%0.02%0.05%Q3 2017Q3 20227
Halpern Financial, Inc. 770.01%4.08%6.57%Q1 2022Q3 20237
CHOREO, LLC 770.02%0.08%0.17%Q1 2022Q3 20237
Strategies Wealth Advisors, LLC 430.13%0.21%0.30%Q4 2021Q3 20237
Bensler, LLC 771.82%2.18%2.44%Q1 2022Q3 20237
Walker Financial Services, Inc. 7717.11%19.75%21.89%Q1 2022Q3 20237
CLIFFORD SWAN INVESTMENT COUNSEL LLC 770.01%0.01%0.01%Q2 2021Q4 20227
Second Half Financial Partners, LLC 770.62%1.82%3.64%Q1 2022Q3 20237
ICA Group Wealth Management, LLC 770.27%0.34%0.42%Q1 2022Q3 20237
Coastwise Capital Group, LLC 775.19%6.55%8.66%Q1 2022Q3 20237
Warwick Investment Management, Inc. 431.05%1.36%1.56%Q4 2021Q3 20237
WealthPlan Investment Management, LLC 610.11%0.29%0.47%Q1 2022Q4 20237
Financial Guidance Group, Inc. 7711.06%13.02%14.80%Q1 2022Q3 20237
Redwood Financial Network Corp 770.20%0.41%0.57%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.41%0.54%0.71%Q1 2022Q3 20237
EisnerAmper Wealth Management Corporate Benefits, LLC 520.10%1.15%3.84%Q4 2021Q4 20237
Worth Asset Management, LLC 770.25%1.40%3.55%Q1 2022Q3 20237
Ledge Wealth Management, Inc. 772.50%2.94%3.56%Q1 2022Q3 20237
BKA Wealth Consulting, Inc. 770.48%0.69%0.85%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.26%0.30%0.35%Q1 2022Q3 20237
Alley Investment Management Company, LLC 770.06%0.07%0.08%Q1 2022Q3 20237
Horizon Investments, LLC 430.25%0.50%0.74%Q2 2013Q3 20237
Clientfirst Wealth Management, LLC 520.19%0.29%0.43%Q4 2021Q3 20237
Summit Global Investments 770.36%0.48%0.82%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.04%0.29%0.67%Q4 2021Q3 20237
Eukles Asset Management 770.00%0.00%0.00%Q1 2022Q3 20237
Forum Financial Management, LP 770.01%0.01%0.02%Q4 2021Q2 20237
Granite Bay Wealth Management, LLC 610.70%0.76%0.95%Q4 2021Q3 20237
Executive Wealth Management, LLC 430.02%0.04%0.05%Q4 2018Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.04%0.05%0.06%Q4 2021Q2 20237
Legacy Advisors, LLC 610.08%0.22%0.36%Q4 2021Q3 20237
Trellis Advisors, LLC 770.13%0.15%0.15%Q4 2021Q2 20237
Eagle Strategies LLC 431.19%2.77%3.73%Q4 2021Q3 20237
Jackson Wealth Management, LLC 430.08%0.29%0.44%Q1 2021Q4 20227
Wealth Management Solutions, LLC 775.99%14.53%20.08%Q1 2022Q3 20237
White Knight Strategic Wealth Advisors, LLC 770.71%1.51%1.94%Q1 2022Q3 20237
Collaborative Wealth Managment Inc. 310.16%0.28%0.39%Q1 2021Q3 20237
SJS Investment Consulting Inc. 520.02%0.04%0.06%Q4 2021Q3 20237
FLPUTNAM INVESTMENT MANAGEMENT CO 770.01%0.02%0.03%Q1 2022Q3 20237
Crewe Advisors LLC 770.01%0.26%0.41%Q1 2022Q3 20237
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.03%0.08%0.16%Q1 2022Q3 20237
Providence Capital Advisors, LLC 410.00%0.00%0.01%Q1 2020Q3 20237
Transamerica Financial Advisors, Inc. 610.00%0.22%0.41%Q2 2019Q3 20237
Canvas Wealth Advisors, LLC 770.22%2.55%4.07%Q1 2022Q3 20237
Connectus Wealth, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Thrive Wealth Management, LLC 430.06%0.12%0.23%Q4 2021Q3 20237
MBL Wealth, LLC 410.04%0.22%0.50%Q4 2020Q4 20227
Crestone Asset Management LLC 770.10%0.13%0.18%Q1 2016Q3 20177
MANUFACTURERS LIFE INSURANCE COMPANY, THE 610.00%0.00%0.00%Q4 2016Q3 20187
Clearshares LLC 431.20%2.92%4.05%Q1 2020Q4 20217
Ciovacco Capital Management LLC 770.26%3.42%9.09%Q2 2021Q4 20227
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 770.01%0.01%0.01%Q1 2022Q3 20237
WALLER FINANCIAL PLANNING GROUP, INC 773.68%3.79%3.96%Q2 2022Q4 20237
Castleview Partners, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
WISCONSIN CAPITAL MANAGEMENT LLC 770.21%0.22%0.24%Q2 2013Q4 20147
West Branch Capital LLC 770.00%0.00%0.01%Q1 2022Q3 20237
INVESTMENT ADVISORY SERVICES INC /TX /ADV 771.15%5.18%7.22%Q1 2022Q3 20237
Altus Wealth Group LLC 410.02%0.35%0.62%Q4 2020Q3 20237
361 CAPITAL LLC 770.08%0.11%0.16%Q2 2018Q4 20197
TruWealth Advisors, LLC 770.04%1.12%2.19%Q1 2022Q3 20237
Avidian Wealth Solutions, LLC 430.01%0.12%0.29%Q4 2021Q3 20237
Freestone Capital Holdings, LLC 410.00%0.01%0.02%Q2 2017Q1 20227
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 770.13%0.49%0.75%Q2 2021Q4 20227
RVW Wealth, LLC 770.10%1.17%2.70%Q2 2022Q4 20237
Capital Advisors Wealth Management, LLC 770.06%0.08%0.11%Q1 2022Q3 20237
Rockbridge Investment Management, LCC 770.01%0.01%0.01%Q2 2020Q4 20217
SHEPHERD KAPLAN KROCHUK, LLC 771.80%2.88%3.93%Q1 2022Q3 20237
FIRST MERCANTILE TRUST CO 771.87%2.21%2.72%Q1 2020Q3 20217
Magnus Financial Group LLC 770.02%0.05%0.06%Q4 2020Q2 20227
Moser Wealth Advisors, LLC 410.18%0.49%0.61%Q4 2019Q3 20237
IFS Advisors, LLC 310.00%1.96%13.32%Q4 2020Q4 20237
CURIAN CAPITAL LLC 770.15%0.40%0.59%Q2 2014Q4 20157
Dana Investment Advisors, Inc. 770.02%0.09%0.17%Q1 2022Q3 20237
QUANTUM CAPITAL MANAGEMENT 520.00%0.02%0.08%Q2 2015Q3 20207
SENTINEL PENSION ADVISORS INC 310.11%0.31%0.57%Q1 2020Q3 20237
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 770.34%0.44%0.51%Q1 2022Q3 20237
Covington Capital Management 610.00%0.00%0.00%Q4 2019Q3 20227
Reliant Wealth Planning 6610.39%15.79%18.74%Q2 2022Q3 20236
FFT WEALTH MANAGEMENT LLC 660.04%0.08%0.14%Q4 2020Q1 20226
Clarius Group, LLC 420.07%0.10%0.16%Q2 2018Q4 20196
Cottage Street Advisors LLC 330.16%0.37%0.53%Q1 2022Q3 20236
J2 Capital Management Inc 660.35%0.44%0.52%Q2 2022Q3 20236
Tuttle Capital Management, LLC 510.48%1.75%3.69%Q1 2014Q1 20166
WESPAC Advisors SoCal, LLC 510.00%0.09%0.12%Q1 2018Q2 20226
Intellectus Partners, LLC 660.02%0.02%0.02%Q2 2017Q3 20186
Mirae Asset Global Investments Co., Ltd. 420.00%0.00%0.01%Q3 2020Q3 20236
ACG Wealth 510.02%0.06%0.13%Q4 2020Q2 20226
First Command Financial Services, Inc. 210.00%0.06%0.21%Q2 2018Q2 20236
Baltimore-Washington Financial Advisors, Inc. 510.02%0.03%0.07%Q4 2021Q2 20236
Litman Gregory Wealth Management LLC 420.01%0.10%0.22%Q4 2020Q2 20226
Ahrens Investment Partners LLC 660.01%0.25%0.51%Q4 2021Q1 20236
Clearstead Trust, LLC 510.02%0.29%0.43%Q2 2017Q3 20236
Cordatus Wealth Management LLC 410.20%0.40%0.77%Q1 2021Q2 20236
Icon Wealth Partners, LLC 310.01%0.02%0.04%Q4 2017Q3 20236
FORTE CAPITAL LLC /ADV 660.07%0.09%0.16%Q2 2022Q3 20236
Price Wealth, LLC 660.03%0.21%0.74%Q2 2019Q3 20206
55I, LLC 660.01%0.01%0.02%Q2 2021Q3 20226
ROTHSCHILD INVESTMENT LLC /IL 660.02%0.04%0.07%Q2 2022Q3 20236
Westover Capital Advisors, LLC 660.08%0.10%0.11%Q4 2020Q1 20226
Wealth Alliance Advisory Group, LLC 420.06%0.08%0.10%Q1 2022Q3 20236
Signature Wealth Management Group 420.02%0.06%0.12%Q4 2017Q2 20226
Truvestments Capital LLC 660.00%0.01%0.01%Q2 2022Q3 20236
Vectors Research Management, LLC 660.01%0.01%0.02%Q4 2018Q1 20206
Exeter Financial, LLC 660.41%1.28%1.91%Q2 2022Q3 20236
Nachman Norwood & Parrott, Inc 660.08%0.10%0.14%Q1 2020Q2 20216
Personal Wealth Partners 420.06%0.17%0.31%Q3 2019Q1 20226
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 510.00%0.00%0.00%Q1 2022Q3 20236
DAGCO, INC. 660.36%3.79%6.31%Q2 2022Q3 20236
JBJ Investment Partners, LLC 6621.31%27.43%31.35%Q1 2019Q2 20206
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 660.26%0.98%1.88%Q2 2022Q3 20236
Wealth Alliance 660.05%0.07%0.11%Q2 2022Q3 20236
Blueprint Investment Partners LLC 661.25%1.42%1.63%Q4 2021Q1 20236
JMG Financial Group, Ltd. 660.05%0.05%0.06%Q2 2022Q3 20236
REGIONS FINANCIAL CORP 410.00%0.00%0.01%Q4 2017Q1 20206
Alpha Omega Group, Inc. 662.99%7.10%10.82%Q2 2022Q3 20236
Trinity Financial Advisors LLC 663.23%6.27%7.94%Q2 2022Q3 20236
TWO SIGMA INVESTMENTS, LP 660.00%0.04%0.09%Q2 2022Q3 20236
Coombe, Bender & Co LLC 660.63%0.66%0.75%Q2 2022Q3 20236
IAM Advisory, LLC 667.81%8.46%8.94%Q1 2022Q2 20236
HERITAGE WEALTH MANAGEMENT, LLC 420.01%0.01%0.04%Q2 2021Q4 20226
Iron Horse Wealth Management, LLC 330.00%0.00%0.00%Q4 2021Q2 20236
Solitude Financial Services 660.25%0.44%0.54%Q2 2022Q3 20236
ARCADIA INVESTMENT MANAGEMENT CORP/MI 660.04%0.60%0.83%Q2 2017Q3 20186
CGN Advisors LLC 660.05%0.90%1.41%Q3 2022Q4 20236
Precision Wealth Strategies, LLC 662.88%4.72%6.89%Q3 2021Q4 20226
Sterling Financial Planning, Inc. 660.01%0.07%0.19%Q4 2020Q1 20226
RITTER DANIHER FINANCIAL ADVISORY LLC 660.02%0.03%0.03%Q4 2020Q1 20226
Bridge Advisory, LLC 310.09%0.12%0.17%Q4 2020Q2 20236
Blue Trust, Inc. 660.00%0.01%0.05%Q2 2022Q3 20236
Epic Trust Investment Advisors, LLC 660.35%0.58%0.72%Q4 2021Q1 20236
Householder Group Estate & Retirement Specialist, LLC 411.18%1.74%2.38%Q4 2021Q3 20236
STUDIO INVESTMENT MANAGEMENT LLC 660.02%0.03%0.03%Q2 2022Q3 20236
THEORY FINANCIAL LLC 422.05%2.19%2.33%Q1 2022Q3 20236
GUARDIAN WEALTH ADVISORS, LLC / NC 660.01%0.01%0.01%Q2 2022Q3 20236
Aspire Capital Advisors LLC 664.00%7.96%10.86%Q2 2022Q3 20236
ANDREWS, LUCIA WEALTH MANAGEMENT LLC 510.39%0.42%0.46%Q1 2022Q3 20236
LOCKERMAN FINANCIAL GROUP, INC. 420.60%0.75%0.94%Q4 2021Q2 20236
Darrow Company, Inc. 660.21%0.24%0.28%Q2 2022Q3 20236
Schrum Private Wealth Management LLC 660.27%0.63%0.83%Q2 2022Q3 20236
Fortune 45 LLC 663.44%4.87%6.70%Q4 2021Q1 20236
Joule Financial, LLC 664.00%5.05%6.15%Q2 2022Q3 20236
ANGELES WEALTH MANAGEMENT, LLC 660.02%0.07%0.10%Q2 2022Q3 20236
TRANSATLANTIQUE PRIVATE WEALTH LLC 660.54%1.10%1.42%Q2 2022Q3 20236
CASTLE WEALTH MANAGEMENT LLC 660.17%0.24%0.29%Q2 2022Q3 20236
Ritter Daniher Financial Advisory LLC / DE 660.01%0.01%0.02%Q2 2022Q3 20236
Coston, McIsaac & Partners 660.02%0.04%0.06%Q2 2022Q3 20236
DOWLING & YAHNKE LLC 660.01%0.01%0.02%Q2 2021Q3 20226
ARGENT CAPITAL MANAGEMENT LLC 310.01%0.14%0.75%Q4 2015Q4 20226
MONTAG & CALDWELL, LLC 660.06%0.11%0.16%Q2 2022Q3 20236
OppenheimerFunds, Inc. 660.00%0.00%0.01%Q2 2016Q3 20176
NOMURA ASSET MANAGEMENT CO LTD 330.00%0.01%0.01%Q3 2020Q2 20226
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 420.02%0.09%0.29%Q1 2014Q3 20236
BAR HARBOR WEALTH MANAGEMENT 660.04%0.04%0.05%Q2 2022Q3 20236
Dakota Wealth Management 510.02%0.27%0.63%Q1 2022Q3 20236
Creegan & Nassoura Financial Group, LLC 660.78%0.83%0.87%Q2 2022Q3 20236
One Capital Management, LLC 660.02%0.03%0.03%Q4 2021Q1 20236
Domani Wealth, LLC 420.10%0.23%0.38%Q1 2016Q1 20206
Sendero Wealth Management, LLC 511.16%1.54%1.88%Q4 2021Q3 20236
CARY STREET PARTNERS ASSET MANAGEMENT LLC 550.01%0.11%0.20%Q3 2022Q3 20235
Lee Financial Co 550.00%0.00%0.01%Q2 2022Q2 20235
Sowa Financial Group, Inc. 550.01%0.01%0.01%Q4 2019Q4 20205
NORTHWEST WEALTH MANAGEMENT, LLC 550.00%0.00%0.00%Q1 2018Q1 20195
Red Tortoise LLC 410.06%0.07%0.07%Q3 2021Q3 20235
HFG Advisors, Inc. 550.28%0.30%0.33%Q3 2022Q3 20235
Golden State Equity Partners 310.10%0.60%0.92%Q3 2021Q3 20235
Stokes Capital Advisors, LLC 410.11%0.16%0.19%Q4 2017Q3 20195
Marcum Wealth, LLC 550.04%0.06%0.08%Q3 2022Q3 20235
SCOTIA CAPITAL INC. 550.01%0.03%0.05%Q3 2022Q3 20235
Savior LLC 550.01%0.02%0.05%Q3 2022Q3 20235
Inscription Capital, LLC 310.06%0.33%0.46%Q2 2021Q3 20235
Placemark Investments, Inc. 550.00%0.00%0.00%Q4 2013Q4 20145
Truadvice, LLC 410.24%2.11%7.86%Q1 2022Q3 20235
DOLIVER ADVISORS, LP 550.09%0.10%0.16%Q3 2021Q3 20225
Stanford Investment Group, Inc. 550.03%0.11%0.46%Q4 2015Q4 20165
Stillwater Investment Management, LLC 550.14%0.14%0.15%Q1 2022Q1 20235
Mach-1 Financial Group, LLC 320.01%0.06%0.13%Q2 2022Q3 20235
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
LIBERTY WEALTH MANAGEMENT LLC 310.01%0.04%0.10%Q3 2019Q1 20235
Atlas Financial Advisors, Inc. 320.29%2.15%5.04%Q1 2022Q3 20235
First Capital Advisors Group, LLC. 410.00%0.01%0.03%Q1 2018Q2 20235
Edge Capital Group, LLC 550.07%0.15%0.34%Q3 2022Q3 20235
TRIAD FINANCIAL ADVISORS, INC. 550.17%0.20%0.25%Q4 2021Q4 20225
REDMONT WEALTH ADVISORS LLC 550.25%0.27%0.29%Q4 2021Q4 20225
O'Dell Group, LLC 550.01%0.08%0.15%Q3 2022Q3 20235
BOURGEON CAPITAL MANAGEMENT LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Congress Wealth Management LLC / DE / 320.00%0.09%0.17%Q4 2021Q3 20235
InterOcean Capital Group, LLC 320.01%0.01%0.01%Q4 2021Q3 20235
Argentus Capital Management, LLC 550.00%0.33%0.77%Q3 2015Q3 20165
WASHBURN CAPITAL MANAGEMENT, INC. 551.94%2.45%2.78%Q3 2022Q3 20235
CIBC WORLD MARKET INC. 550.01%0.03%0.04%Q3 2022Q3 20235
Ackerman Capital Advisors, LLC 550.01%0.15%0.34%Q4 2018Q4 20195
Advance Capital Management, Inc. 550.04%0.07%0.13%Q3 2022Q3 20235
CoreCap Advisors, LLC 550.20%0.21%0.22%Q4 2021Q4 20225
Ally Invest Advisors Inc. 550.05%0.12%0.17%Q3 2022Q3 20235
Friedenthal Financial 210.71%0.82%1.10%Q4 2013Q4 20165
Gupta Wealth Management LLC 550.11%0.15%0.26%Q1 2015Q1 20165
PHYSICIANS FINANCIAL SERVICES, INC. 550.01%0.01%0.01%Q4 2015Q4 20165
ALBION FINANCIAL GROUP /UT 410.01%0.01%0.01%Q4 2021Q3 20235
GYL FINANCIAL SYNERGIES, LLC 410.05%0.25%0.44%Q4 2021Q3 20235
WFG Advisors, LP 550.00%0.01%0.02%Q2 2013Q2 20145
Rehmann Capital Advisory Group 210.00%0.01%0.03%Q2 2018Q2 20225
WIN ADVISORS, INC 550.00%1.27%4.68%Q4 2021Q4 20225
COLDSTREAM CAPITAL MANAGEMENT INC 410.08%0.16%0.21%Q2 2022Q3 20235
Econ Financial Services Corp 320.75%2.54%4.74%Q4 2018Q4 20225
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 550.15%1.80%7.51%Q2 2013Q2 20145
Cypress Wealth Advisors LLC 320.07%0.26%0.40%Q2 2015Q3 20165
Paradigm Capital Management, LLC/NV 555.11%5.73%7.12%Q4 2021Q4 20225
Beacon Pointe Wealth Advisors, LLC 550.10%0.11%0.12%Q4 2018Q4 20195
Crew Capital Management, Ltd. 550.30%1.68%3.70%Q3 2022Q3 20235
Global Wealth Strategies & Associates 550.00%0.01%0.02%Q4 2022Q4 20235
Insight Wealth Strategies, LLC 550.04%0.07%0.08%Q1 2022Q1 20235
Hilltop Holdings Inc. 550.09%0.13%0.16%Q3 2022Q3 20235
StoneX Group Inc. 320.05%0.08%0.10%Q2 2021Q3 20235
Balboa Wealth Partners 550.31%0.36%0.43%Q3 2022Q3 20235
Private Advisory Group LLC 550.33%0.47%0.68%Q3 2022Q3 20235
NewFocus Financial Group, LLC 550.08%1.61%2.77%Q4 2019Q4 20205
St. Louis Trust Co 410.05%0.06%0.07%Q2 2022Q3 20235
Kozak & Associates, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
HCR Wealth Advisors 550.00%0.00%0.01%Q4 2019Q4 20205
Hoover Financial Advisors, Inc. 550.01%0.01%0.02%Q2 2020Q2 20215
CATALYST PRIVATE WEALTH, LLC 210.00%0.14%0.25%Q3 2020Q1 20235
Elwood & Goetz Wealth Advisory Group, LLC 552.81%3.22%3.66%Q4 2018Q4 20195
GIRARD SECURITIES, INC. 550.34%0.61%0.99%Q3 2016Q3 20175
Matrix Trust Co 553.36%3.83%4.32%Q3 2022Q3 20235
Obsidian Personal Planning Solutions LLC 553.48%4.52%5.16%Q3 2022Q3 20235
Cypress Capital, LLC 550.22%0.47%0.57%Q3 2022Q3 20235
Compass Financial Group, INC/SD 550.46%0.57%0.69%Q4 2022Q4 20235
CAPITAL WEALTH MANAGEMENT, LLC 550.84%1.20%1.33%Q4 2021Q4 20225
Global Financial Private Capital, Inc 410.01%0.02%0.02%Q4 2017Q1 20195
Linscomb & Williams, Inc. 410.01%0.01%0.01%Q2 2021Q4 20225
WealthTrust-Arizona, LLC 550.01%0.02%0.02%Q1 2014Q1 20155
Quent Capital, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
FSB PREMIER WEALTH MANAGEMENT, INC. 550.27%0.32%0.33%Q3 2022Q3 20235
BARNES PETTEY FINANCIAL ADVISORS, LLC 550.79%2.88%3.64%Q3 2022Q3 20235
James J. Burns & Company, LLC 556.62%7.17%7.72%Q3 2022Q3 20235
WOODMONT INVESTMENT COUNSEL LLC 410.01%0.01%0.01%Q2 2015Q3 20165
Sonora Investment Management Group, LLC 410.02%0.04%0.04%Q1 2022Q3 20235
Cresta Advisors, Ltd. 552.95%5.86%9.69%Q3 2022Q3 20235
Asset Allocation & Management Company, LLC 551.00%1.24%1.56%Q3 2022Q3 20235
TWIN FOCUS CAPITAL PARTNERS, LLC 320.04%0.05%0.05%Q1 2022Q2 20235
Bell Bank 410.03%0.05%0.11%Q2 2022Q3 20235
Orion Capital Management LLC 551.23%2.14%2.55%Q3 2022Q3 20235
FSM Wealth Advisors, LLC 550.27%0.34%0.42%Q3 2022Q3 20235
MEITAV INVESTMENT HOUSE LTD 550.05%1.64%3.20%Q2 2022Q2 20235
TITLEIST CAPITAL, LLC 551.30%1.52%1.85%Q4 2021Q4 20225
UBS AG 550.00%0.00%0.00%Q3 2013Q3 20145
Choate Investment Advisors 550.08%0.10%0.13%Q3 2022Q3 20235
SECURIAN ASSET MANAGEMENT, INC 550.98%1.46%1.81%Q3 2022Q3 20235
BB&T INVESTMENT SERVICES, INC. 550.02%0.04%0.08%Q4 2016Q4 20175
RMR Wealth Builders 310.02%0.05%0.07%Q3 2020Q3 20235
Kerntke Otto McGlone Wealth Management Group 550.49%0.63%0.74%Q2 2020Q2 20215
Segment Wealth Management, LLC 550.05%0.06%0.07%Q1 2019Q1 20205
WBI INVESTMENTS, LLC 320.06%0.12%0.17%Q2 2022Q3 20235
Minot Wealth Management LLC 552.79%4.65%6.82%Q2 2021Q2 20225
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 550.62%0.67%0.79%Q1 2020Q1 20215
Capital Wealth Planning, LLC 410.07%0.09%0.10%Q2 2017Q1 20205
Evergreen Advisors, LLC 4410.55%10.84%11.45%Q4 2022Q3 20234
Koesten, Hirschmann & Crabtree, INC. 440.03%0.03%0.03%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 444.48%4.78%5.27%Q4 2022Q3 20234
VICUS CAPITAL 440.02%0.05%0.06%Q4 2022Q3 20234
Talisman Wealth Advisors LLC 442.84%3.10%3.61%Q4 2022Q3 20234
Register Financial Advisors LLC 441.06%1.40%1.59%Q4 2022Q3 20234
Sterling Investment Advisors, Ltd. 440.01%0.01%0.01%Q3 2021Q2 20224
SP Asset Management LLC 440.06%0.10%0.14%Q4 2022Q3 20234
Crescent Sterling, Ltd. 444.95%5.06%5.21%Q4 2022Q3 20234
MISSION WEALTH MANAGEMENT, LP 210.01%0.02%0.04%Q3 2020Q3 20234
Waterford Advisors, LLC 440.12%0.13%0.15%Q4 2022Q3 20234
SIENA CAPITAL LLC 440.44%0.45%0.46%Q4 2021Q3 20224
SageView Advisory Group, LLC 440.05%0.07%0.10%Q4 2022Q3 20234
JDM Financial Group LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Strategic Investment Solutions, Inc. /IL 441.89%7.87%16.53%Q4 2022Q3 20234
RIA Advisory Group LLC 440.09%0.48%0.66%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.09%0.10%0.10%Q4 2022Q3 20234
Safeguard Financial, LLC 440.47%0.76%1.12%Q4 2022Q3 20234
Asset Allocation Strategies LLC 449.29%9.95%11.02%Q4 2022Q3 20234
Creative Capital Management Investments LLC 440.00%0.00%0.00%Q4 2022Q3 20234
FSC Wealth Advisors, LLC 310.09%0.90%2.78%Q4 2021Q3 20234
Kades & Cheifetz LLC 4410.77%11.27%12.36%Q4 2022Q3 20234
Golden State Wealth Management, LLC 210.00%0.23%0.83%Q1 2019Q1 20224
Merriman Wealth Management, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
First Command Bank 210.00%0.00%0.00%Q1 2021Q2 20234
Ethos Financial Group, LLC 440.17%0.23%0.26%Q4 2022Q3 20234
Johnson & White Wealth Management, LLC 312.04%4.55%5.54%Q3 2022Q3 20234
W ADVISORS, LLC 440.17%0.28%0.33%Q4 2022Q3 20234
Hochman Cole Investment Advisors, Inc. 440.10%0.11%0.12%Q4 2020Q3 20214
Per Stirling Capital Management, LLC. 441.45%3.00%5.50%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.03%0.04%0.05%Q4 2022Q3 20234
Lodestone Wealth Management LLC 440.24%0.29%0.32%Q4 2022Q3 20234
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 444.58%5.11%5.84%Q4 2022Q3 20234
Corient Private Wealth LLC 440.35%0.40%0.49%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Advisory Resource Group 440.06%0.13%0.25%Q4 2022Q3 20234
Claro Advisors LLC 310.00%0.05%0.08%Q4 2018Q2 20234
Wolff Financial Management LLC 440.08%0.09%0.10%Q2 2022Q1 20234
Citizens National Bank Trust Department 440.00%0.00%0.00%Q4 2022Q3 20234
Financial Insights, Inc. 313.29%5.55%7.23%Q3 2022Q3 20234
VSR Financial Services, Inc. 440.07%0.11%0.14%Q3 2015Q2 20164
Byrne Asset Management LLC 440.02%0.08%0.11%Q4 2022Q3 20234
Ken Stern & Associates, Inc. 440.17%1.71%3.50%Q1 2016Q4 20164
Charter Oak Capital Management, LLC 310.00%0.00%0.01%Q2 2021Q2 20224
APPLETON GROUP, LLC 441.18%20.19%54.37%Q4 2022Q3 20234
ROPES WEALTH ADVISORS LLC 440.05%0.06%0.08%Q4 2022Q3 20234
LEVEL FOUR FINANCIAL, LLC 442.07%2.48%2.64%Q4 2020Q3 20214
LVM CAPITAL MANAGEMENT LTD/MI 440.10%0.19%0.26%Q4 2022Q3 20234
Argent Trust Co 440.02%0.02%0.02%Q4 2021Q3 20224
IRON Financial LLC 440.82%0.87%0.94%Q4 2022Q3 20234
STEEL GROVE CAPITAL ADVISORS, LLC 440.04%0.05%0.05%Q1 2018Q4 20184
Quantinno Capital Management LP 440.01%0.01%0.02%Q4 2022Q3 20234
Crosspoint Capital Strategies, LLC 440.01%0.09%0.31%Q1 2015Q4 20154
Horst & Graben Wealth Management LLC 440.05%0.05%0.06%Q4 2022Q3 20234
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 440.31%0.36%0.40%Q2 2021Q1 20224
PACES FERRY WEALTH ADVISORS, LLC 310.00%1.86%2.53%Q3 2020Q3 20234
Virginia National Bank 443.32%3.64%4.20%Q4 2022Q3 20234
Live Oak Investment Partners 440.16%0.17%0.18%Q4 2022Q3 20234
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.00%0.00%Q2 2022Q3 20234
GeoWealth Management, LLC 310.07%1.04%3.21%Q3 2019Q1 20224
GREENLEAF TRUST 440.00%0.00%0.00%Q4 2022Q3 20234
Selective Wealth Management, Inc. 310.00%0.08%0.18%Q3 2019Q3 20224
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
Moss Adams Wealth Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Nalls Sherbakoff Group, LLC 310.53%0.56%0.62%Q4 2018Q3 20234
ASSOCIATED BANC-CORP 440.01%0.01%0.01%Q1 2020Q4 20204
LCNB CORP 440.14%0.19%0.21%Q4 2022Q3 20234
Sage Mountain Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Sugarloaf Wealth Management, LLC 220.00%0.02%0.05%Q3 2022Q3 20234
Leucadia National 440.00%0.00%0.01%Q4 2022Q3 20234
Clear Perspectives Financial Planning, LLC 440.00%0.01%0.01%Q2 2022Q1 20234
Financial Planning & Information Services, Inc. 440.06%0.36%0.74%Q4 2022Q3 20234
Meadow Creek Wealth Advisors LLC 440.44%0.76%1.24%Q4 2021Q3 20224
Hartford Financial Management Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
BUILDER INVESTMENT GROUP INC /ADV 440.22%0.25%0.29%Q4 2022Q3 20234
TWO SIGMA ADVISERS, LP 210.00%0.02%0.04%Q2 2022Q3 20234
Greenhouse Wealth Management, LLC 440.71%0.76%0.85%Q4 2022Q3 20234
Strategic Equity Management 442.58%2.74%2.99%Q2 2021Q1 20224
Verus Financial Partners, Inc. 440.49%1.37%2.54%Q4 2022Q3 20234
Windsor Advisory Group, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Kathmere Capital Management, LLC 440.05%0.12%0.17%Q4 2022Q3 20234
Blackhawk Capital Partners LLC. 220.30%2.07%3.82%Q4 2017Q1 20194
SCHMIDT P J INVESTMENT MANAGEMENT INC 440.06%0.09%0.11%Q4 2022Q3 20234
CVS HEALTH Corp 4415.89%17.96%19.34%Q1 2022Q4 20224
KMS FINANCIAL SERVICES, INC 440.12%0.32%0.53%Q4 2013Q3 20144
Trexquant Investment LP 110.01%0.02%0.02%Q1 2020Q3 20234
ADE, LLC 440.04%0.05%0.06%Q4 2020Q3 20214
Cornerstone Advisory, LLC 440.03%0.04%0.05%Q3 2021Q2 20224
THOMPSON DAVIS & CO., INC. 440.36%0.41%0.44%Q4 2022Q3 20234
Freedman Financial Associates, Inc. 440.00%0.00%0.00%Q2 2021Q1 20224
HAP Trading, LLC 310.00%0.00%0.00%Q2 2022Q2 20234
Continuum Advisory, LLC 440.04%0.31%0.50%Q4 2022Q3 20234
Ellenbecker Investment Group 440.56%0.69%0.80%Q4 2022Q3 20234
LOGAN CAPITAL MANAGEMENT INC 440.00%0.00%0.00%Q4 2022Q3 20234
Bridgewealth Advisory Group, LLC 440.86%1.16%1.59%Q4 2022Q3 20234
Ignite Planners, LLC 440.11%0.13%0.15%Q4 2022Q3 20234
JOYN Advisors, Inc. 440.00%0.01%0.02%Q1 2018Q4 20184
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 310.02%0.23%0.40%Q4 2020Q3 20234
Pacific Wealth Management 440.14%0.15%0.16%Q4 2022Q3 20234
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 440.00%0.00%0.01%Q2 2022Q1 20234
VALLEY FINANCIAL MANAGEMENT, INC. 440.46%1.07%1.41%Q3 2022Q2 20234
Palo Capital, Inc. 440.42%0.53%0.85%Q1 2018Q4 20184
CHARTIST INC /CA/ 440.23%0.35%0.51%Q2 2021Q1 20224
Fermata Advisors, LLC 440.22%1.86%5.20%Q4 2022Q3 20234
Etesian Wealth Advisors, Inc. 440.17%0.19%0.21%Q4 2022Q3 20234
Probity Advisors, Inc. 440.05%0.07%0.08%Q1 2021Q4 20214
Optiver Holding B.V. 440.00%0.00%0.00%Q2 2021Q1 20224
Headlands Technologies LLC 440.00%0.12%0.34%Q4 2022Q3 20234
TCF National Bank 310.02%0.03%0.03%Q4 2019Q1 20214
Ballast, Inc. 440.13%0.14%0.16%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.15%0.29%0.46%Q4 2022Q3 20234
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 4412.78%13.50%14.48%Q4 2022Q3 20234
Prosperity Wealth Management, Inc. 440.22%0.56%0.78%Q4 2022Q3 20234
MYECFO, LLC 441.15%1.24%1.41%Q4 2022Q3 20234
Ziegler Capital Management, LLC 440.01%0.01%0.01%Q1 2021Q4 20214
Dominguez Wealth Management Solutions, Inc. 440.50%0.54%0.62%Q4 2022Q3 20234
National Wealth Management Group, LLC 210.19%0.29%0.36%Q4 2021Q3 20234
Stokes Family Office, LLC 220.02%0.03%0.03%Q4 2021Q3 20234
Heirloom Wealth Management 440.26%1.14%3.24%Q4 2022Q3 20234
Red Cedar Capital, LLC 440.00%0.00%0.00%Q3 2021Q2 20224
SILVER CAPITAL MANAGEMENT LLC 444.48%4.62%4.77%Q1 2017Q4 20174
CWS Financial Advisors, LLC 310.10%0.33%0.53%Q2 2022Q3 20234
Wallington Asset Management, LLC 440.01%0.01%0.01%Q1 2014Q4 20144
CHANNEL WEALTH LLC 441.45%1.82%2.13%Q1 2023Q4 20234
Family Investment Center, Inc. 441.32%1.47%1.62%Q4 2022Q3 20234
Schaeffer Financial LLC 4410.79%14.65%17.71%Q4 2021Q3 20224
Peachtree Investment Advisors, Inc. 440.01%0.01%0.01%Q3 2014Q2 20154
Virtu Financial LLC 110.04%0.11%0.19%Q4 2015Q3 20184
Whitaker-Myers Wealth Managers, LTD. 447.24%7.52%7.95%Q4 2022Q3 20234
Aspen Wealth Strategies, LLC 446.38%7.58%9.61%Q4 2022Q3 20234
Schwab Charitable Fund 220.02%0.02%0.04%Q4 2021Q1 20234
MILESTONE WEALTH, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
Rezny Wealth Management, Inc. 440.26%17.50%23.87%Q4 2022Q3 20234
Leading Edge Financial Planning LLC 440.43%0.74%1.05%Q4 2022Q3 20234
Milestone Investment Advisors LLC 445.30%8.51%11.50%Q4 2022Q3 20234
LaSalle St. Investment Advisors, LLC 441.38%1.53%1.85%Q4 2022Q3 20234
Busey Bank 220.01%0.02%0.02%Q3 2019Q3 20204
Synergy Financial Group, LTD 310.21%0.26%0.32%Q4 2021Q3 20234
True Wealth Design, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Park Edge Advisors, LLC 440.07%0.10%0.13%Q4 2022Q3 20234
AlphaQ Advisors LLC 440.31%0.33%0.36%Q4 2022Q3 20234
American Planning Services, Inc. 442.75%3.01%3.23%Q1 2022Q4 20224
Clifford Group, LLC 444.20%14.13%17.88%Q4 2022Q3 20234
Financial Freedom, LLC 440.05%0.10%0.12%Q4 2022Q3 20234
Western Pacific Wealth Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
VIAWEALTH, LLC 440.29%0.55%1.16%Q4 2022Q3 20234
Garden State Investment Advisory Services LLC 443.21%3.91%5.38%Q4 2022Q3 20234
Owen LaRue, LLC 440.87%0.99%1.11%Q4 2022Q3 20234
Evergreen Wealth Management, LLC 441.02%3.80%5.02%Q4 2022Q3 20234
Financial Partners Group, LLC 440.30%0.37%0.45%Q4 2022Q3 20234
LBMC INVESTMENT ADVISORS, LLC 440.03%0.08%0.09%Q3 2021Q2 20224
PACIFIC FINANCIAL GROUP INC 310.00%0.45%0.63%Q3 2020Q3 20214
Laraway Financial Advisors Inc 310.18%0.20%0.22%Q4 2021Q3 20234
INSIGNEO ADVISORY SERVICES, LLC 440.27%0.31%0.37%Q4 2022Q3 20234
McGlone Suttner Wealth Management, Inc. 440.27%0.31%0.40%Q4 2022Q3 20234
Semus Wealth Partners LLC 443.14%3.23%3.34%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Perfromance Wealth Partners, LLC 440.54%0.58%0.63%Q4 2022Q3 20234
Great Waters Wealth Management 440.51%0.58%0.68%Q4 2022Q3 20234
Worth Financial Advisory Group, LLC 442.48%2.62%2.89%Q4 2022Q3 20234
Hendershot Investments Inc. 440.03%0.04%0.06%Q4 2022Q3 20234
Covestor Ltd 440.00%0.01%0.01%Q4 2022Q3 20234
SUMITOMO MITSUI FINANCIAL GROUP, INC. 440.04%0.05%0.06%Q4 2022Q3 20234
GM Advisory Group, LLC 110.02%0.03%0.05%Q4 2020Q3 20234
Annex Advisory Services, LLC 310.02%0.03%0.03%Q2 2022Q3 20234
Family Capital Management, Inc. 447.15%9.66%10.53%Q4 2022Q3 20234
REGIMEN WEALTH, LLC 442.40%6.53%7.99%Q4 2022Q3 20234
Commonwealth Retirement Investments LLC 441.22%1.47%1.62%Q4 2022Q3 20234
Cassaday & Co Wealth Management LLC 444.54%4.75%4.94%Q4 2022Q3 20234
Allred Capital Management, LLC 210.07%0.10%0.14%Q4 2018Q1 20214
VitalStone Financial, LLC 441.15%1.77%2.43%Q4 2022Q3 20234
STRATEGIC CAPITAL ADVISERS, INC. 330.67%0.76%0.92%Q3 2019Q1 20203
Biltmore Family Office, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Blueshift Asset Management, LLC 210.04%0.07%0.11%Q2 2020Q2 20223
Pinnacle Private Wealth, LLC 330.07%0.08%0.08%Q4 2021Q2 20223
CABANA LLC 210.02%0.02%0.03%Q3 2019Q2 20203
Tarbox Family Office, Inc. 330.01%0.01%0.01%Q3 2015Q1 20163
Kabarec Financial Advisors, Ltd. 336.28%6.76%7.32%Q4 2017Q2 20183
Founders Capital Management 330.03%0.03%0.03%Q2 2023Q4 20233
Sweet Financial Partners, LLC 335.06%5.35%5.52%Q1 2023Q3 20233
Hayden Royal, LLC 331.24%1.71%2.22%Q1 2019Q3 20193
Sullivan, Bruyette, Speros & Blaney, LLC 210.01%0.01%0.01%Q3 2019Q1 20213
Keeler Thomas Management LLC 330.66%0.70%0.74%Q1 2023Q3 20233
Riggs Asset Managment Co. Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
SageGuard Financial Group, LLC 330.81%0.85%0.91%Q4 2020Q2 20213
KELLEHER FINANCIAL ADVISORS 330.12%0.14%0.15%Q1 2023Q3 20233
NewEdge Wealth, LLC 330.03%0.04%0.05%Q1 2023Q3 20233
MONUMENTAL FINANCIAL GROUP INC. 330.46%0.50%0.56%Q4 2022Q2 20233
NOVARE CAPITAL MANAGEMENT LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Pallas Capital Advisors LLC 330.03%0.20%0.39%Q1 2023Q3 20233
Connecticut Wealth Management, LLC 330.05%0.05%0.06%Q1 2023Q3 20233
Regency Capital Management Inc.\DE 330.00%0.00%0.00%Q1 2021Q3 20213
Prentice Wealth Management LLC 330.02%0.02%0.02%Q1 2021Q3 20213
Mezzasalma Advisors, LLC 330.37%0.40%0.44%Q1 2023Q3 20233
RDA Financial Network 330.09%0.18%0.27%Q1 2023Q3 20233
Momentum Advisors, LLC 331.63%2.05%2.80%Q2 2022Q4 20223
DHK Financial Advisors, Inc. 332.42%2.97%3.29%Q4 2021Q2 20223
GIRARD PARTNERS LTD. 210.01%0.03%0.03%Q3 2018Q3 20233
Provident Wealth Management, LLC 210.00%0.02%0.03%Q2 2020Q2 20223
Wealthstreet Investment Advisors, LLC 330.10%0.21%0.29%Q3 2020Q1 20213
TUCKER ASSET MANAGEMENT LLC 210.00%0.02%0.03%Q3 2022Q3 20233
Carnick & Kubik, LLC 330.54%0.91%1.10%Q3 2015Q1 20163
Strategic Financial Concepts, LLC 331.31%1.41%1.52%Q1 2023Q3 20233
RGT Wealth Advisors, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Arkos Global Advisors 330.06%0.08%0.09%Q4 2021Q2 20223
Graypoint LLC 330.03%0.03%0.04%Q1 2023Q3 20233
OneAscent Financial Services LLC 210.17%2.02%3.19%Q2 2022Q3 20233
ORG Partners LLC 331.09%1.48%1.74%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.51%0.58%0.64%Q4 2022Q3 20233
Atomi Financial Group, Inc. 330.42%0.50%0.65%Q1 2023Q3 20233
TITLEIST ASSET MANAGEMENT, LLC 331.85%2.28%2.53%Q1 2023Q3 20233
Dakota Community Bank & Trust NA 330.01%0.30%0.56%Q3 2022Q1 20233
9258 Wealth Management, LLC 330.05%0.06%0.07%Q4 2021Q2 20223
WEALTH EFFECTS LLC 330.11%0.12%0.13%Q1 2023Q3 20233
PIERSHALE FINANCIAL GROUP, INC. 330.02%0.02%0.02%Q4 2022Q2 20233
Y-Intercept (Hong Kong) Ltd 210.06%0.14%0.26%Q4 2021Q4 20223
Activest Wealth Management 110.00%0.01%0.01%Q2 2022Q3 20233
BHK Investment Advisors, LLC 330.87%0.98%1.06%Q1 2019Q3 20193
Antonetti Capital Management LLC 210.53%0.55%0.57%Q2 2010Q4 20213
PCA Investment Advisory Services Inc. 332.87%3.26%3.51%Q1 2023Q3 20233
ZRC WEALTH MANAGEMENT, LLC 330.06%0.07%0.07%Q1 2023Q3 20233
FORVIS Wealth Advisors, LLC 210.01%0.04%0.05%Q4 2017Q3 20233
MERIDIAN MANAGEMENT CO 330.34%0.35%0.36%Q1 2023Q3 20233
Fusion Family Wealth LLC 330.00%0.00%0.00%Q1 2018Q3 20183
CERTUITY, LLC 330.06%0.08%0.09%Q1 2023Q3 20233
MANAGED ACCOUNT ADVISORS LLC 330.00%0.12%0.23%Q4 2014Q2 20153
Noble Family Wealth, LLC 337.39%7.66%7.90%Q1 2023Q3 20233
Lehman Financial Resources, Inc. 330.58%0.61%0.63%Q1 2018Q3 20183
GSB Wealth Management, LLC 330.12%0.14%0.19%Q1 2023Q3 20233
Stephens Consulting, LLC 330.31%0.53%0.86%Q1 2023Q3 20233
Neuberger Berman Group LLC 210.00%0.00%0.00%Q4 2021Q3 20233
Kovitz Investment Group Partners, LLC 330.05%0.06%0.08%Q1 2023Q3 20233
Lenox Wealth Management, Inc. 330.00%0.00%0.00%Q4 2017Q2 20183
Blume Capital Management, Inc. 330.01%0.01%0.01%Q2 2021Q4 20213
Cornerstone Planning Group LLC 216.68%8.05%9.25%Q4 2022Q3 20233
Cascadia Advisory Services, LLC 330.21%0.38%0.49%Q1 2021Q3 20213
Bordeaux Wealth Advisors LLC 330.11%0.12%0.14%Q1 2023Q3 20233
MOLLER WEALTH PARTNERS 330.07%0.07%0.07%Q4 2021Q2 20223
DCM Advisors, LLC 330.09%0.10%0.10%Q4 2022Q2 20233
Advisor Resource Council 110.04%0.04%0.04%Q2 2021Q2 20223
1900 WEALTH MANAGEMENT LLC 210.02%0.02%0.02%Q1 2022Q1 20233
Endurance Wealth Management, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
Fieldpoint Private Securities, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Birchcreek Wealth Management, LLC 330.41%0.53%0.62%Q1 2023Q3 20233
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 3311.18%11.90%12.27%Q1 2019Q3 20193
Running Point Capital Advisors, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Horizon Wealth Management, LLC 330.28%0.31%0.36%Q4 2021Q2 20223
Williams Jones Wealth Management, LLC. 330.00%0.00%0.00%Q1 2023Q3 20233
NTB Financial Corp 332.29%2.37%2.47%Q4 2021Q2 20223
Parkside Financial Bank & Trust 330.00%0.00%0.00%Q1 2023Q3 20233
Balentine LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Yoder Wealth Management, Inc. 330.87%0.89%0.92%Q1 2023Q3 20233
ANCORA FAMILY WEALTH ADVISORS, LLC 210.11%0.15%0.18%Q3 2015Q3 20163
BW Gestao de Investimentos Ltda. 331.75%2.05%2.60%Q1 2023Q3 20233
LGT Financial Advisors LLC 210.55%1.43%3.11%Q4 2022Q3 20233
COMERICA BANK 110.00%0.01%0.02%Q1 2018Q3 20233
Parisi Gray Wealth Management 210.01%0.01%0.01%Q4 2018Q2 20213
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 330.24%0.86%1.22%Q1 2018Q3 20183
20/20 Capital Management, Inc. 330.81%0.84%0.85%Q4 2020Q2 20213
OGOREK ANTHONY JOSEPH /NY/ /ADV 210.00%0.00%0.00%Q4 2021Q3 20233
QCM Cayman, Ltd. 210.35%0.64%0.81%Q2 2020Q3 20213
Global Wealth Management Investment Advisory, Inc. 210.00%0.01%0.02%Q1 2020Q3 20233
Avalon Trust Co 330.01%0.01%0.01%Q1 2023Q3 20233
Bragg Financial Advisors, Inc 330.01%0.02%0.02%Q4 2022Q2 20233
DIXON HUBARD FEINOUR & BROWN INC/VA 330.49%0.50%0.52%Q4 2021Q2 20223
Polaris Wealth Advisory Group, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Stuart Chaussee & Associates, Inc. 210.71%6.89%15.78%Q1 2021Q4 20213
Novak Financial Planning, LLC 331.33%1.45%1.58%Q4 2020Q2 20213
Van Hulzen Asset Management, LLC 330.03%0.04%0.04%Q1 2023Q3 20233
ORSER CAPITAL MANAGEMENT, LLC 330.36%0.40%0.42%Q3 2019Q1 20203
GSA CAPITAL PARTNERS LLP 330.25%0.30%0.34%Q1 2023Q3 20233
Partnervest Advisory Services LLC 330.14%0.15%0.15%Q1 2020Q3 20203
HARVEST GROUP WEALTH MANAGEMENT, LLC 330.06%0.06%0.06%Q2 2021Q4 20213
DRW Securities, LLC 210.07%0.14%0.25%Q2 2013Q1 20143
Geneva Advisors, LLC 330.01%0.01%0.01%Q4 2016Q2 20173
Mason & Associates Inc 330.06%0.06%0.07%Q4 2022Q2 20233
Traynor Capital Management, Inc. 210.03%0.03%0.03%Q4 2021Q4 20223
O'Connor Financial Group LLC 332.41%2.57%2.79%Q1 2023Q3 20233
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 210.01%0.01%0.01%Q3 2016Q3 20173
PFG Investments, LLC 330.11%0.11%0.12%Q1 2023Q3 20233
GTS SECURITIES LLC 110.00%0.00%0.01%Q3 2023Q3 20233
Spotlight Asset Group, Inc. 210.04%0.07%0.11%Q3 2020Q3 20233
Consolidated Portfolio Review Corp 330.61%0.62%0.65%Q1 2023Q3 20233
CX Institutional 330.04%0.09%0.12%Q2 2022Q4 20223
Fiduciary Alliance LLC 210.02%0.08%0.19%Q4 2022Q3 20233
TWO SIGMA SECURITIES, LLC 210.02%0.32%0.88%Q2 2017Q1 20233
OneAscent Wealth Management LLC 210.25%0.28%0.32%Q4 2022Q3 20233
THOMPSON SIEGEL & WALMSLEY LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Insight Advisors, LLC/ PA 330.09%0.10%0.12%Q1 2023Q3 20233
Kore Private Wealth LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Bray Capital Advisors 330.00%0.00%0.00%Q1 2023Q3 20233
Howard Capital Management Inc. 330.16%0.18%0.22%Q2 2021Q4 20213
Community Bank, N.A. 210.00%0.00%0.00%Q1 2016Q2 20213
Pillar Wealth Advisors, LLC 330.58%1.06%1.44%Q1 2023Q3 20233
RNC CAPITAL MANAGEMENT LLC 110.01%0.03%0.05%Q4 2018Q2 20233
Cribstone Capital Management, LLC 210.00%0.00%0.00%Q3 2016Q2 20183
Argent Wealth Management LLC 330.07%0.09%0.14%Q4 2019Q2 20203
SkyOak Wealth, LLC 330.08%0.12%0.14%Q4 2019Q2 20203
Aris Wealth Services, Inc. 330.04%0.06%0.09%Q1 2015Q3 20153
Greenwich Wealth Management LLC 330.11%0.14%0.19%Q2 2016Q4 20163
ETFIDEA, LLC 210.09%0.09%0.09%Q4 2021Q4 20223
PHILADELPHIA TRUST CO 330.03%0.03%0.04%Q1 2020Q3 20203
KARLINSKI ANDREW C 330.03%0.04%0.05%Q4 2021Q2 20223
Eaton Financial Holdings Company, LLC 330.49%0.55%0.63%Q4 2022Q2 20233
Avalon Investment & Advisory 330.02%0.02%0.02%Q3 2022Q1 20233
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q3 2015Q2 20223
Cape Investment Advisory, Inc. 331.22%1.31%1.36%Q1 2023Q3 20233
PETRA FINANCIAL ADVISORS INC 211.34%1.51%1.73%Q4 2022Q3 20233
Claraphi Advisory Network, LLC 210.03%0.14%0.20%Q1 2020Q2 20223
PINNACLE FINANCIAL PARTNERS INC 330.01%0.01%0.01%Q3 2021Q1 20223
Guardian Financial Partners, LLC 211.03%2.10%3.30%Q4 2022Q3 20233
Rinet Co LLC 333.98%4.60%5.12%Q1 2021Q3 20213
Guidant Wealth Advisors 330.24%0.24%0.24%Q1 2019Q3 20193
Weitzel Financial Services, Inc. 330.14%2.33%6.48%Q1 2023Q3 20233
Enterprise Trust & Investment Co 330.01%0.01%0.01%Q4 2021Q2 20223
My Personal CFO, LLC 210.18%0.19%0.21%Q4 2021Q4 20223
Wealth Quarterback LLC 210.00%0.00%0.01%Q4 2019Q3 20213
Tradewinds Capital Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Ruggaard & Associates LLC 331.19%4.10%5.68%Q1 2023Q3 20233
BARCLAYS PLC 330.00%0.00%0.00%Q1 2021Q3 20213
Aviance Capital Partners, LLC 330.04%0.05%0.05%Q4 2022Q2 20233
Lake Point Wealth Management 210.00%0.01%0.03%Q1 2019Q2 20213
NATIONAL PLANNING CORP 210.00%0.11%0.19%Q4 2014Q3 20173
HL FINANCIAL SERVICES LLC 330.01%0.01%0.01%Q3 2018Q1 20193
Midwest Financial Group LLC 337.90%8.19%8.47%Q1 2023Q3 20233
Windle Wealth, LLC 330.70%0.92%1.12%Q4 2022Q2 20233
Covenant Asset Management, LLC 330.07%0.07%0.08%Q1 2023Q3 20233
Lokken Investment Group LLC 220.22%0.22%0.23%Q2 2023Q3 20232
Coho Partners, Ltd. 110.02%0.05%0.08%Q4 2021Q3 20222
Cypress Capital Group 220.07%0.07%0.07%Q1 2020Q2 20202
Atlas Private Wealth Management, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
MARSHALL WACE, LLP 220.00%0.01%0.01%Q1 2022Q2 20222
Outlook Wealth Advisors, LLC 220.08%0.08%0.08%Q2 2023Q3 20232
Great Lakes Retirement, Inc. 220.54%0.56%0.58%Q4 2019Q1 20202
SteelPeak Wealth, LLC 220.45%0.46%0.47%Q2 2023Q3 20232
Yorktown Management & Research Co Inc 221.35%1.39%1.44%Q2 2017Q3 20172
Lion Street Advisors, LLC 110.63%0.73%0.83%Q1 2023Q3 20232
Fortis Capital Management LLC 220.08%0.08%0.09%Q2 2023Q3 20232
Bayesian Capital Management, LP 110.03%0.05%0.06%Q1 2020Q2 20232
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 220.06%0.07%0.08%Q3 2021Q4 20212
Truepoint, Inc. 220.02%0.03%0.03%Q2 2023Q3 20232
EWG Elevate Inc. 110.03%0.27%0.51%Q4 2019Q4 20222
CM WEALTH ADVISORS LLC 110.08%0.11%0.14%Q1 2023Q3 20232
Total Clarity Wealth Management, Inc. 110.00%0.04%0.08%Q4 2019Q4 20212
Cynosure Group, LLC 220.92%0.92%0.92%Q2 2023Q3 20232
Aspen Grove Capital, LLC 220.70%0.79%0.87%Q2 2023Q3 20232
PALLADIEM, LLC 225.28%5.29%5.31%Q2 2023Q3 20232
Tanglewood Wealth Management, Inc. 220.04%0.04%0.04%Q1 2023Q2 20232
Davis Capital Management 223.02%3.08%3.14%Q1 2020Q2 20202
BNP PARIBAS FINANCIAL MARKETS 110.00%0.01%0.01%Q1 2015Q4 20212
Onyx Bridge Wealth Group LLC 220.65%0.81%0.98%Q2 2023Q3 20232
Oxinas Partners Wealth Management LLC 220.26%0.29%0.32%Q2 2023Q3 20232
Narwhal Capital Management 220.12%0.12%0.12%Q2 2023Q3 20232
Jackson Creek Investment Advisors LLC 220.07%0.07%0.08%Q1 2021Q2 20212
VisionPoint Advisory Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
ZEKE CAPITAL ADVISORS, LLC 220.02%0.02%0.02%Q3 2019Q4 20192
KESTRA PRIVATE WEALTH SERVICES, LLC 220.04%0.09%0.13%Q2 2023Q3 20232
Foster Group, Inc. 220.04%0.04%0.04%Q4 2020Q1 20212
FinTrust Investment Advisory Services, LLC 220.29%0.30%0.31%Q3 2017Q4 20172
TCG Advisory Services, LLC 220.03%0.04%0.05%Q1 2023Q2 20232
PROFESSIONAL PLANNING 220.16%0.19%0.22%Q2 2021Q3 20212
TUDOR INVESTMENT CORP ET AL 220.00%0.00%0.00%Q2 2023Q3 20232
Altium Wealth Management LLC 110.02%0.06%0.11%Q4 2017Q2 20212
Raab & Moskowitz Asset Management LLC 220.09%0.12%0.14%Q2 2023Q3 20232
Fulcrum Equity Management 220.88%0.89%0.90%Q2 2021Q3 20212
CAPITAL ONE FINANCIAL CORP 220.03%0.04%0.04%Q1 2020Q2 20202
CoreFirst Bank & Trust 220.05%0.05%0.05%Q2 2023Q3 20232
CFS Investment Advisory Services, LLC 110.04%1.07%2.11%Q2 2021Q2 20232
OSTERWEIS CAPITAL MANAGEMENT INC 220.01%0.02%0.02%Q2 2016Q3 20162
Q3 Asset Management 116.53%7.48%8.43%Q4 2017Q3 20182
WESPAC Advisors, LLC 220.28%0.35%0.42%Q3 2022Q4 20222
True Link Financial Advisors, LLC 222.87%2.91%2.94%Q2 2023Q3 20232
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q4 2022Q3 20232
SOA Wealth Advisors, LLC. 110.01%0.10%0.20%Q3 2022Q3 20232
Clarity Financial LLC 220.15%0.41%0.68%Q2 2021Q3 20212
Gotham Asset Management, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
SFMG, LLC 110.03%0.03%0.04%Q3 2018Q1 20232
Keystone Wealth Services, LLC 110.08%0.09%0.09%Q1 2022Q4 20222
Invst, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Accurate Wealth Management, LLC 110.01%0.08%0.14%Q4 2022Q2 20232
Allied Investment Advisors, LLC 220.07%0.07%0.07%Q4 2021Q1 20222
FIDUCIENT ADVISORS LLC 110.09%0.10%0.11%Q2 2022Q4 20222
Herold Advisors, Inc. 110.03%0.03%0.03%Q3 2021Q1 20222
MATHER GROUP, LLC. 110.00%0.01%0.01%Q2 2022Q2 20232
CLEAR STREET MARKETS LLC 220.01%0.01%0.01%Q3 2022Q4 20222
XR Securities LLC 110.02%0.03%0.03%Q4 2022Q4 20222
Fifth Third Wealth Advisors LLC 220.85%0.92%0.99%Q3 2023Q4 20232
Waypoint Capital Advisors, LLC 220.11%0.11%0.12%Q4 2022Q1 20232
Dynasty Wealth Management, LLC 220.08%0.45%0.82%Q4 2017Q1 20182
Columbus Macro, LLC 110.46%0.87%1.27%Q1 2020Q1 20232
PrairieView Partners, LLC 110.00%0.01%0.01%Q2 2022Q3 20232
Stone Point Wealth LLC 220.11%0.12%0.12%Q2 2023Q3 20232
JOURNEY STRATEGIC WEALTH LLC 220.03%0.03%0.03%Q4 2021Q1 20222
New Millennium Group LLC 222.30%2.38%2.46%Q2 2023Q3 20232
Verity & Verity, LLC 220.04%0.04%0.05%Q2 2023Q3 20232
Portfolio Solutions, LLC 110.00%0.04%0.07%Q1 2017Q1 20212
Franklin, Parlapiano, Turner & Welch, LLC 220.08%0.08%0.08%Q3 2019Q4 20192
Samalin Investment Counsel, LLC 220.11%0.12%0.13%Q2 2023Q3 20232
BFSG, LLC 220.04%0.05%0.05%Q2 2023Q3 20232
Heritage Trust Co 220.21%0.22%0.22%Q2 2023Q3 20232
Bullseye Investment Management, LLC 220.32%0.40%0.48%Q4 2021Q1 20222
Doyle Wealth Management 110.01%0.01%0.01%Q4 2018Q2 20192
MACROVIEW INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q2 2023Q3 20232
LBA Wealth Management, LLC 220.00%0.01%0.01%Q1 2015Q2 20152
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 220.08%0.08%0.08%Q1 2020Q2 20202
West Wealth Group, LLC 220.18%0.18%0.18%Q2 2023Q3 20232
Objective Capital Management, LLC 220.25%0.36%0.46%Q2 2023Q3 20232
Sage Investment Advisers LLC 220.45%0.61%0.76%Q2 2023Q3 20232
Investmark Advisory Group LLC 110.09%0.24%0.38%Q4 2021Q3 20232
Capital Financial Services, LLC 220.28%0.29%0.31%Q1 2022Q2 20222
Bridgeworth, LLC 110.05%0.08%0.10%Q2 2018Q4 20212
Tevis Investment Management 220.00%0.00%0.00%Q1 2022Q2 20222
FREEDOM WEALTH ALLIANCE, LLC 220.31%0.31%0.32%Q4 2022Q1 20232
BAHL & GAYNOR INC 220.00%0.00%0.00%Q4 2017Q1 20182
MGO Private Wealth, LLC 220.23%0.24%0.25%Q3 2022Q4 20222
Colonial Trust Co / SC 220.00%0.00%0.00%Q2 2023Q3 20232
Fortis Capital Advisors, LLC 220.02%0.04%0.05%Q4 2022Q1 20232
New Hampshire Trust 220.04%0.04%0.05%Q4 2022Q1 20232
Trifecta Capital Advisors, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
KM Capital Management Ltd. 220.50%0.62%0.75%Q4 2022Q1 20232
Breakwater Capital Group 220.08%0.13%0.17%Q2 2023Q3 20232
Team Hewins, LLC 220.13%0.13%0.14%Q1 2023Q2 20232
Moran Wealth Management, LLC 220.17%0.18%0.18%Q2 2023Q3 20232
Grey Fox Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Strategic Wealth Partners Group, LLC 220.27%0.53%0.79%Q1 2018Q2 20182
Gateway Wealth Partners, LLC 220.10%0.12%0.13%Q2 2023Q3 20232
BEACON FINANCIAL PLANNING, INC 220.19%0.25%0.31%Q2 2023Q3 20232
PANORAMIC INVESTMENT ADVISORS, LLC 116.19%8.09%9.98%Q4 2022Q3 20232
Grey Street Capital, LLC 220.51%0.53%0.55%Q2 2023Q3 20232
25 LLC 220.07%0.07%0.08%Q1 2023Q2 20232
American Financial Network Advisory Services LLC 220.02%0.02%0.02%Q3 2017Q4 20172
FISCHER INVESTMENT STRATEGIES, LLC 220.31%0.31%0.31%Q2 2023Q3 20232
Portside Wealth Group, LLC 220.05%0.05%0.05%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.09%0.09%0.09%Q2 2023Q3 20232
New Republic Capital, LLC 220.03%0.03%0.04%Q1 2023Q2 20232
Dechtman Wealth Management, LLC 2220.90%22.23%23.56%Q2 2023Q3 20232
CJM Wealth Advisers, Ltd. 220.14%0.15%0.15%Q4 2021Q1 20222
CGC Financial Services, LLC 2232.59%32.97%33.36%Q2 2023Q3 20232
FIRST COMMUNITY TRUST NA 220.02%0.02%0.02%Q2 2023Q3 20232
Greytown Advisors Inc. 111.05%1.05%1.05%Q3 2023Q3 20232
Horan Securities, Inc. 110.02%0.03%0.04%Q2 2019Q2 20222
FIRST INTERSTATE BANK 220.00%0.00%0.00%Q3 2015Q4 20152
STANCORP INVESTMENT ADVISERS INC 220.88%0.90%0.91%Q4 2014Q1 20152
BAR HARBOR TRUST SERVICES 220.00%0.10%0.19%Q1 2022Q2 20222
LYNCH & ASSOCIATES/IN 220.23%0.34%0.44%Q3 2023Q4 20232
AGRAN LIBBIE 220.06%0.07%0.08%Q4 2014Q1 20152
Zions Bancorporation, N.A. 220.00%0.00%0.00%Q1 2020Q2 20202
HighTower Trust Company, N.A. 220.41%0.41%0.42%Q4 2022Q1 20232
RELIANCE TRUST CO OF DELAWARE 220.71%0.74%0.78%Q4 2018Q1 20192
GW&K Investment Management, LLC 110.00%0.00%0.01%Q1 2014Q3 20202
SouthState Corp 110.02%0.02%0.02%Q2 2020Q4 20222
Penserra Capital Management LLC 220.06%0.09%0.13%Q1 2017Q2 20172
Colorado Capital Management, Inc. 220.14%0.14%0.14%Q3 2018Q4 20182
Grove Bank & Trust 220.00%0.00%0.00%Q1 2023Q2 20232
JONES FINANCIAL COMPANIES LLLP 220.00%0.00%0.00%Q2 2023Q3 20232
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q4 2017Q4 20192
HWG Holdings LP 220.00%0.00%0.00%Q4 2018Q1 20192
Surevest, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Cordasco Financial Network 220.14%0.20%0.27%Q1 2022Q2 20222
FURE FINANCIAL CORP 225.34%6.08%6.82%Q2 2022Q3 20222
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 110.02%0.04%0.06%Q4 2021Q2 20222
Verity Asset Management, Inc. 220.39%0.46%0.53%Q2 2016Q3 20162
First PREMIER Bank 220.01%0.01%0.01%Q3 2020Q4 20202
Karpus Management, Inc. 220.39%0.41%0.44%Q4 2022Q1 20232
L.M. KOHN & COMPANY 220.16%0.18%0.19%Q1 2022Q2 20222
Hillview Capital Advisors, LLC 2214.84%15.05%15.26%Q1 2019Q2 20192
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 220.19%0.34%0.48%Q1 2022Q2 20222
Maryland Capital Management 220.02%0.02%0.02%Q2 2021Q3 20212
tru Independence LLC 110.04%0.05%0.07%Q4 2019Q3 20202
CMC Financial Group 220.24%0.57%0.90%Q4 2019Q1 20202
INVESTMENT CENTERS OF AMERICA INC 110.02%0.03%0.04%Q4 2016Q3 20172
PRUDENTIAL PLC 220.01%0.01%0.02%Q4 2022Q1 20232
Belvedere Trading LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Prossimo Advisors, LLC 110.62%0.62%0.62%Q2 2023Q2 20231
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
Filbrandt Wealth Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
PALLADIUM PARTNERS LLC 110.11%0.11%0.11%Q1 2019Q1 20191
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
WHITE MOUNTAINS ADVISORS LLC 114.32%4.32%4.32%Q4 2017Q4 20171
Scissortail Wealth Management, LLC 111.55%1.55%1.55%Q3 2022Q3 20221
BAROMETER CAPITAL MANAGEMENT INC. 110.15%0.15%0.15%Q3 2019Q3 20191
Dixon Hughes Goodman Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Robbie L. Kennerson P.A., Inc. 110.96%0.96%0.96%Q4 2022Q4 20221
Lebenthal Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Transparent Wealth Partners LLC 113.20%3.20%3.20%Q1 2022Q1 20221
Atlas Wealth Partners, LLC 115.67%5.67%5.67%Q2 2023Q2 20231
Vivaldi Capital Management LP 110.11%0.11%0.11%Q1 2020Q1 20201
Steward Financial Group LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Castle Rock Wealth Management, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Ifrah Financial Services, Inc. 110.16%0.16%0.16%Q2 2014Q2 20141
Callahan Advisors, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Commonwealth Financial Services, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
CONTINUUM WEALTH ADVISORS, LLC 110.22%0.22%0.22%Q4 2022Q4 20221
Crabel Capital Management, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
Camarda Financial Advisors, LLC 110.03%0.03%0.03%Q4 2014Q4 20141
Legacy CG, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
THOMASPARTNERS, INC. 110.01%0.01%0.01%Q1 2015Q1 20151
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Goodwin Investment Advisory 110.00%0.00%0.00%Q4 2021Q4 20211
GFS Private Wealth, LLC 114.34%4.34%4.34%Q4 2017Q4 20171
BlackDiamond Wealth Management, LLC 110.17%0.17%0.17%Q2 2023Q2 20231
Weatherstone Capital Management 110.64%0.64%0.64%Q4 2018Q4 20181
Straight Path Wealth Management 110.19%0.19%0.19%Q3 2023Q3 20231
Paragon Capital Management Ltd 110.02%0.02%0.02%Q4 2021Q4 20211
Dynamic Technology Lab Private Ltd 110.03%0.03%0.03%Q2 2022Q2 20221
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Carmel Capital Partners, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Gryphon Financial Partners LLC 110.33%0.33%0.33%Q4 2018Q4 20181
Aries Wealth Management 110.14%0.14%0.14%Q1 2022Q1 20221
Pine Valley Investments Ltd Liability Co 110.04%0.04%0.04%Q3 2023Q3 20231
Badgley Phelps Wealth Managers, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Wealth Architects, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Claybrook Capital, LLC 112.62%2.62%2.62%Q2 2021Q2 20211
Bath Savings Trust Co 110.02%0.02%0.02%Q4 2021Q4 20211
MARIPAU WEALTH MANAGEMENT LLC 110.23%0.23%0.23%Q3 2023Q3 20231
Capital Wealth Alliance, LLC 110.30%0.30%0.30%Q3 2022Q3 20221
Prostatis Group LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Financial Advantage, Inc. 110.01%0.01%0.01%Q2 2020Q2 20201
Soundwatch Capital LLC 110.05%0.05%0.05%Q3 2023Q3 20231
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Price Capital Management, Inc. 111.29%1.29%1.29%Q4 2017Q4 20171
Main Street Research LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Taylor, Cottrill LLC 110.12%0.12%0.12%Q4 2015Q4 20151
Boulder Wealth Advisors, LLC 116.41%6.41%6.41%Q4 2022Q4 20221
Kure Advisory, LLC 112.70%2.70%2.70%Q3 2023Q3 20231
KINGSWOOD WEALTH ADVISORS, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
KPP Advisory Services LLC 110.66%0.66%0.66%Q3 2023Q3 20231
Bernardo Wealth Planning LLC 110.20%0.20%0.20%Q4 2020Q4 20201
Strategic Advocates LLC 116.20%6.20%6.20%Q3 2023Q3 20231
Treynor Bancshares, Inc. 110.13%0.13%0.13%Q3 2023Q3 20231
BSW Wealth Partners 110.05%0.05%0.05%Q4 2021Q4 20211
CHELSEA COUNSEL CO 110.01%0.01%0.01%Q4 2022Q4 20221
Clear Creek Financial Management, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
THOMPSON INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
Y.D. More Investments Ltd 110.00%0.00%0.00%Q1 2023Q1 20231
PERSONAL CFO SOLUTIONS, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Financial Consulate Inc. 110.62%0.62%0.62%Q2 2021Q2 20211
Sequoia Wealth Management, LLC 110.66%0.66%0.66%Q4 2017Q4 20171
GSG Advisors LLC 114.58%4.58%4.58%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Pinnacle Advisory Group, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Reby Advisors, LLC 110.17%0.17%0.17%Q4 2020Q4 20201
Investors Capital Advisory Services 110.04%0.04%0.04%Q2 2016Q2 20161
Lakeshore Financial Planning, Inc. 118.70%8.70%8.70%Q3 2023Q3 20231
Prosperitas Financial LLC 114.06%4.06%4.06%Q3 2023Q3 20231
HORIZON FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Lowe Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
ICW Investment Advisors LLC 110.06%0.06%0.06%Q4 2019Q4 20191
WCG Wealth Advisors LLC 110.07%0.07%0.07%Q3 2023Q3 20231
HANSEATIC MANAGEMENT SERVICES INC 110.99%0.99%0.99%Q4 2022Q4 20221
Legacy Wealth Management, Inc 110.03%0.03%0.03%Q4 2016Q4 20161
Foster Victor Wealth Advisors, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Walleye Trading LLC 110.00%0.00%0.00%Q3 2015Q3 20151
DONALDSON CAPITAL MANAGEMENT, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
Safeguard Investment Advisory Group, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Inspire Investing, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
MCRAE CAPITAL MANAGEMENT INC 110.05%0.05%0.05%Q2 2021Q2 20211
Indiana Trust & Investment Management CO 110.03%0.03%0.03%Q3 2023Q3 20231
FLAGSTAR ADVISORS INC 110.02%0.02%0.02%Q3 2022Q3 20221
VISTA CAPITAL PARTNERS, INC. 110.10%0.10%0.10%Q3 2022Q3 20221
WOODWARD DIVERSIFIED CAPITAL, LLC 110.14%0.14%0.14%Q1 2022Q1 20221
SAX WEALTH ADVISORS, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
FIRST HORIZON CORP 110.00%0.00%0.00%Q2 2021Q2 20211
Crestwood Advisors Group, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Interchange Capital Partners, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Thrive Capital Management, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
CAPITAL ONE, NATIONAL ASSOCIATION 110.04%0.04%0.04%Q4 2019Q4 20191
Arbor Wealth Management, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
FOCUS Wealth Advisors, LLC 110.20%0.20%0.20%Q1 2023Q1 20231
TCTC Holdings, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Financial Avengers, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Professional Financial Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Alpine Global Management, LLC 110.16%0.16%0.16%Q2 2023Q2 20231
Johnson Bixby & Associates, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Capstone Financial Advisors, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
TIEDEMANN ADVISORS, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
OLD NATIONAL BANCORP /IN/ 110.00%0.00%0.00%Q1 2015Q1 20151
Argent Advisors, Inc. 110.10%0.10%0.10%Q4 2022Q4 20221
Strategic Wealth Investment Group, LLC 110.20%0.20%0.20%Q2 2022Q2 20221
Paloma Partners Management Co 110.10%0.10%0.10%Q2 2020Q2 20201
Smith, Salley & Associates 110.02%0.02%0.02%Q3 2023Q3 20231
Investment Research & Advisory Group, Inc. 110.04%0.04%0.04%Q2 2023Q2 20231
VALLEY WEALTH MANAGERS, INC. 110.08%0.08%0.08%Q3 2023Q3 20231
M. Kulyk & Associates, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
STABLEFORD CAPITAL II LLC 111.12%1.12%1.12%Q1 2023Q1 20231
TOBIAS FINANCIAL ADVISORS, INC. 110.16%0.16%0.16%Q4 2019Q4 20191
Tillar-Wenstrup Advisors, LLC 110.28%0.28%0.28%Q4 2022Q4 20221
Winch Advisory Services, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Laird Norton Wetherby Trust Company, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
FNY Investment Advisers, LLC 110.03%0.03%0.03%Q2 2019Q2 20191
CITY HOLDING CO 110.00%0.00%0.00%Q2 2023Q2 20231
Saratoga Research & Investment Management 110.02%0.02%0.02%Q3 2017Q3 20171
Lighthouse Financial Advisors, Inc. 110.04%0.04%0.04%Q4 2019Q4 20191
Vident Advisory, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
WULFF, HANSEN & CO. 111.32%1.32%1.32%Q3 2023Q3 20231
KANALY TRUST CO 110.01%0.01%0.01%Q4 2016Q4 20161
Arcus Capital Partners, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Johanson Financial Advisors, Inc. 110.07%0.07%0.07%Q4 2019Q4 20191
Journey Advisory Group, LLC 110.81%0.81%0.81%Q1 2023Q1 20231
Aquire Wealth Advisors, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
PARSONS CAPITAL MANAGEMENT INC/RI 110.01%0.01%0.01%Q1 2015Q1 20151
NORTHEAST INVESTMENT MANAGEMENT 110.01%0.01%0.01%Q2 2023Q2 20231
HANCOCK WHITNEY CORP 110.02%0.02%0.02%Q3 2023Q3 20231
CWH Capital Management, Inc. 114.87%4.87%4.87%Q4 2020Q4 20201
LITTLE HOUSE CAPITAL LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Wealth Advisory Solutions, LLC 110.21%0.21%0.21%Q2 2023Q2 20231
Legacy Financial Group LLC 110.03%0.03%0.03%Q3 2023Q3 20231
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q4 2019Q4 20191
JFG Wealth Management, LLC 110.09%0.09%0.09%Q1 2022Q1 20221
HARTLINE INVESTMENT CORP/ 111.09%1.09%1.09%Q3 2022Q3 20221
Chicago Wealth Management, Inc. 110.23%0.23%0.23%Q4 2019Q4 20191
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Coyle Financial Counsel LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Sound View Wealth Advisors, LLC 110.19%0.19%0.19%Q1 2019Q1 20191
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q4 2021Q4 20211
Red Spruce Capital, LLC 110.15%0.15%0.15%Q2 2023Q2 20231
Seascape Capital Management 110.10%0.10%0.10%Q3 2023Q3 20231
CARRET ASSET MANAGEMENT, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.06%0.06%0.06%Q3 2023Q3 20231
LANDAAS & CO /WI /ADV 110.30%0.30%0.30%Q3 2023Q3 20231
Portfolio Strategies, Inc. 117.00%7.00%7.00%Q4 2022Q4 20221
OKABENA INVESTMENT SERVICES INC 110.79%0.79%0.79%Q4 2022Q4 20221
Belvedere Advisors LLC 114.69%4.69%4.69%Q1 2019Q1 20191
Wambolt & Associates, LLC 110.47%0.47%0.47%Q1 2023Q1 20231
NATIXIS ADVISORS, L.P. 110.00%0.00%0.00%Q3 2023Q3 20231
CORNERCAP INVESTMENT COUNSEL INC 110.03%0.03%0.03%Q2 2019Q2 20191
CHAPIN DAVIS, INC. 110.11%0.11%0.11%Q3 2023Q3 20231
Delta Investment Management, LLC 110.06%0.06%0.06%Q1 2023Q1 20231
SCHAFER CULLEN CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q4 2018Q4 20181
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q3 2013Q3 20131
FEDERATED HERMES, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
Gunderson Capital Management Inc. 110.20%0.20%0.20%Q4 2023Q4 20231
Lionsbridge Wealth Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q3 2023Q3 20231
Fiduciary Planning LLC 110.03%0.03%0.03%Q1 2021Q1 20211
Belmont Capital, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
OLD MISSION CAPITAL LLC 110.29%0.29%0.29%Q2 2020Q2 20201
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
NovaPoint Capital, LLC 110.42%0.42%0.42%Q4 2019Q4 20191
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Calamos Wealth Management LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Aaron Wealth Advisors LLC 110.32%0.32%0.32%Q3 2023Q3 20231
Loudon Investment Management, LLC 110.17%0.17%0.17%Q4 2019Q4 20191
BEDEL FINANCIAL CONSULTING INC 110.08%0.08%0.08%Q3 2023Q3 20231
L & S Advisors Inc 110.06%0.06%0.06%Q1 2023Q1 20231
JACKSON SQUARE CAPITAL, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
ERn Financial, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
ATTICUS WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
LEUTHOLD GROUP, LLC 110.03%0.03%0.03%Q3 2019Q3 20191
Castle Financial & Retirement Planning Associates, Inc. 119.22%9.22%9.22%Q4 2021Q4 20211
WASHINGTON TRUST BANK 110.00%0.00%0.00%Q4 2018Q4 20181
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Jane Street Holding, LLC 110.01%0.01%0.01%Q4 2013Q4 20131
REBALANCE, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Inspire Advisors, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
Highland Financial Advisors, LLC 110.93%0.93%0.93%Q3 2022Q3 20221
DecisionPoint Financial, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
ETF Portfolio Partners, Inc. 110.09%0.09%0.09%Q2 2023Q2 20231
True North Advisors, LLC 110.45%0.45%0.45%Q3 2022Q3 20221
Ergoteles LLC 110.11%0.11%0.11%Q2 2022Q2 20221
Trutina Financial LLC 110.03%0.03%0.03%Q1 2014Q1 20141
MCDONALD PARTNERS LLC 111.55%1.55%1.55%Q4 2021Q4 20211
Pacifica Partners Inc. 110.05%0.05%0.05%Q1 2022Q1 20221
Blue Sky Asset Management, LLC 110.10%0.10%0.10%Q1 2020Q1 20201
CONTINENTAL INVESTORS SERVICES, INC. 110.25%0.25%0.25%Q2 2023Q2 20231
VANGUARD GROUP INC 110.00%0.00%0.00%Q3 2023Q3 20231
RFP Financial Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Lansing Street Advisors 110.10%0.10%0.10%Q1 2023Q1 20231
PROVENCE WEALTH MANAGEMENT GROUP 110.04%0.04%0.04%Q3 2023Q3 20231
Permit Capital Advisors, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Kraft, Davis & Associates, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
Retireful, LLC 111.02%1.02%1.02%Q2 2023Q2 20231
Vident Investment Advisory, LLC 110.08%0.08%0.08%Q2 2023Q2 20231
Gary Goldberg Planning Services Inc 110.00%0.00%0.00%Q4 2014Q4 20141
Verum Partners LLC 111.56%1.56%1.56%Q3 2023Q3 20231
COUNTRY TRUST BANK 110.00%0.00%0.00%Q1 2021Q1 20211
Financial Designs Corp 110.21%0.21%0.21%Q3 2023Q3 20231
NVWM, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Vienna Asset Management LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Northwest Quadrant Wealth Management, LLC 116.21%6.21%6.21%Q3 2023Q3 20231
Shira Ridge Wealth Management 110.13%0.13%0.13%Q2 2023Q2 20231
KerberRose Wealth Management, LLC 1113.46%13.46%13.46%Q2 2022Q2 20221
Riverpoint Wealth Management Holdings, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
High Note Wealth, LLC 110.22%0.22%0.22%Q3 2023Q3 20231
TFO Wealth Partners, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Synergy Asset Management, LLC 110.10%0.10%0.10%Q1 2021Q1 20211
Godshalk Welsh Capital Management, Inc. 110.17%0.17%0.17%Q3 2022Q3 20221
Raleigh Capital Management Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Meixler Investment Management, Ltd. 110.21%0.21%0.21%Q4 2022Q4 20221
O'ROURKE & COMPANY, Inc 110.16%0.16%0.16%Q3 2023Q3 20231
Icon Wealth Advisors, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Seelaus Asset Management LLC 110.23%0.23%0.23%Q3 2023Q3 20231
SFI Advisors, LLC 113.32%3.32%3.32%Q3 2023Q3 20231
Mid-American Wealth Advisory Group, Inc. 110.99%0.99%0.99%Q2 2023Q2 20231
Tidal Investments LLC 110.14%0.14%0.14%Q1 2021Q1 20211
KRS Capital Management, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
G2 CAPITAL MANAGEMENT, LLC / OH 110.55%0.55%0.55%Q4 2022Q4 20221
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Waldron Private Wealth LLC 110.05%0.05%0.05%Q1 2020Q1 20201
DRAVO BAY LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Triangle Securities Wealth Management 110.10%0.10%0.10%Q4 2019Q4 20191
HERBST GROUP, LLC 110.38%0.38%0.38%Q2 2023Q2 20231
Shilanski & Associates, Inc. 110.34%0.34%0.34%Q3 2022Q3 20221
YARGER WEALTH STRATEGIES, LLC 111.47%1.47%1.47%Q1 2023Q1 20231
KORNITZER CAPITAL MANAGEMENT INC /KS 110.00%0.00%0.00%Q4 2013Q4 20131
Trilogy Capital Inc. 110.04%0.04%0.04%Q1 2021Q1 20211
CLARK FINANCIAL SERVICES GROUP INC /BD 114.91%4.91%4.91%Q1 2022Q1 20221
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP 110.09%0.09%0.09%Q2 2018Q2 20181
Kathleen S. Wright Associates Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
EdgeRock Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Advisors Preferred, LLC 110.85%0.85%0.85%Q3 2023Q3 20231
One Wealth Advisors, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
Oak Asset Management, LLC 114.65%4.65%4.65%Q2 2022Q2 20221
External links

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