SCHWAB STRATEGIC TR shareholder history

Current and past SCHWAB STRATEGIC TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2210.00%0.00%0.01%Q2 2013Q3 202355
MCF Advisors LLC 4070.00%0.45%2.17%Q4 2011Q3 202347
Tortoise Investment Management, LLC 44440.01%0.24%0.55%Q4 2012Q3 202344
Creative Planning 42420.00%1.02%2.27%Q2 2013Q3 202343
Destination Wealth Management 43430.02%0.13%0.38%Q1 2013Q3 202343
ProVise Management Group, LLC 42420.09%0.60%1.56%Q2 2013Q3 202342
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 42420.17%0.34%0.81%Q2 2013Q3 202342
Madden Advisory Services, Inc. 42420.33%1.22%2.52%Q2 2013Q3 202342
Evensky & Katz LLC 42420.07%0.72%2.52%Q2 2013Q3 202342
Courage Miller Partners, LLC 42420.21%7.18%9.13%Q2 2013Q3 202342
JMG Financial Group, Ltd. 42420.08%1.39%3.66%Q2 2013Q3 202342
CONDOR CAPITAL MANAGEMENT 42420.24%0.88%2.01%Q2 2013Q3 202342
Bangor Savings Bank 42420.42%1.35%2.20%Q2 2013Q3 202342
VISTA CAPITAL PARTNERS, INC. 42420.03%0.16%0.25%Q2 2013Q3 202342
THOMPSON INVESTMENT MANAGEMENT, INC. 42420.17%0.21%0.25%Q2 2013Q3 202342
Buckingham Capital Management, Inc. 42420.09%2.33%7.10%Q2 2013Q3 202342
HBK Sorce Advisory LLC 42420.43%5.32%13.30%Q2 2013Q3 202342
Charles Schwab Investment Advisory, Inc. 42422.79%4.68%7.01%Q2 2013Q3 202342
BOK Financial Private Wealth, Inc. 42420.06%0.35%1.11%Q2 2013Q3 202342
BCWM, LLC 42421.55%5.19%10.07%Q2 2013Q3 202342
Retirement Planning Group, LLC 42420.51%4.58%11.69%Q2 2013Q3 202342
Summit Asset Management, LLC 42420.23%5.90%7.07%Q2 2013Q3 202342
NORTHWEST INVESTMENT COUNSELORS, LLC 42424.13%6.79%8.30%Q2 2013Q3 202342
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 42420.07%0.24%0.50%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202342
ALESCO ADVISORS LLC 42420.05%0.23%0.53%Q2 2013Q3 202342
White Pine Investment CO 42421.95%3.60%5.86%Q2 2013Q3 202342
Apriem Advisors 42420.23%5.28%13.66%Q2 2013Q3 202342
Carnegie Capital Asset Management, LLC 42420.01%0.05%0.16%Q2 2013Q3 202342
Ifrah Financial Services, Inc. 42420.11%0.17%0.22%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.03%0.18%0.36%Q2 2013Q3 202342
FineMark National Bank & Trust 42420.01%0.09%0.19%Q2 2013Q3 202342
HENGEHOLD CAPITAL MANAGEMENT LLC 42420.24%2.08%6.70%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.04%0.35%0.75%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.06%0.14%0.32%Q2 2013Q3 202342
Acropolis Investment Management, LLC 42420.18%0.32%0.53%Q2 2013Q3 202342
MAIRS & POWER INC 42420.01%0.02%0.02%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.02%0.10%0.16%Q2 2013Q4 202342
GHP Investment Advisors, Inc. 42420.76%1.33%2.26%Q2 2013Q3 202342
Carlson Capital Management 42420.10%0.17%0.35%Q2 2013Q3 202342
LPL Financial LLC 42420.02%0.03%0.07%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.02%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.02%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.02%0.30%0.61%Q2 2013Q3 202342
AMI INVESTMENT MANAGEMENT INC 3560.16%1.22%2.53%Q2 2013Q3 202341
WBH ADVISORY INC 3830.12%0.61%1.11%Q2 2013Q3 202341
ROYAL BANK OF CANADA 41410.00%0.01%0.04%Q3 2013Q3 202341
CABOT WEALTH MANAGEMENT INC 41410.17%1.95%4.59%Q3 2013Q3 202341
Bank of New York Mellon Corp 41410.00%0.00%0.01%Q3 2013Q3 202341
Perigon Wealth Management, LLC 4010.13%0.30%0.80%Q3 2011Q3 202341
Horrell Capital Management, Inc. 25160.00%0.00%0.01%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.01%Q2 2013Q3 202341
CAHILL FINANCIAL ADVISORS INC 40400.41%1.61%3.37%Q4 2013Q3 202340
Mariner, LLC 40400.07%0.48%1.28%Q4 2013Q3 202340
Avior Wealth Management, LLC 40400.22%1.35%3.31%Q4 2013Q3 202340
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2740.29%1.46%8.10%Q2 2013Q3 202340
Curbstone Financial Management Corp 40400.78%2.03%3.28%Q1 2014Q4 202340
PNC FINANCIAL SERVICES GROUP, INC. 2840.00%0.00%0.00%Q2 2013Q3 202340
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 40400.08%0.25%0.44%Q4 2013Q3 202340
LEAVELL INVESTMENT MANAGEMENT, INC. 40400.05%0.79%1.43%Q4 2013Q3 202340
Private Ocean, LLC 40400.00%0.04%0.20%Q4 2013Q3 202340
Hanson & Doremus Investment Management 40400.00%2.80%4.98%Q4 2013Q3 202340
BSW Wealth Partners 39390.23%1.24%8.01%Q1 2014Q3 202339
PLANNING ALTERNATIVES LTD /ADV 3451.35%3.21%7.00%Q4 2013Q3 202339
BUCKINGHAM STRATEGIC WEALTH, LLC 3810.04%0.13%0.43%Q3 2013Q3 202339
Gemmer Asset Management LLC 39394.37%7.87%10.92%Q1 2014Q3 202339
AMERIPRISE FINANCIAL INC 3450.00%0.00%0.01%Q3 2013Q3 202339
Quantum Capital Management, LLC / NJ 39390.00%0.04%0.09%Q1 2014Q3 202339
One Capital Management, LLC 39390.04%0.81%1.90%Q1 2014Q3 202339
Garde Capital, Inc. 38380.62%1.28%2.50%Q2 2014Q3 202338
Allworth Financial LP 38380.00%0.07%0.40%Q2 2014Q3 202338
Twele Capital Management, Inc. 3530.06%0.12%0.16%Q1 2014Q3 202338
Newman Dignan & Sheerar, Inc. 38380.12%1.30%3.65%Q2 2014Q3 202338
Roundview Capital LLC 38380.11%0.36%0.68%Q2 2014Q3 202338
Financial Architects, Inc 3220.01%1.82%3.77%Q2 2013Q2 202338
BANK OF THE WEST 38380.03%0.86%1.97%Q3 2013Q4 202238
TIEMANN INVESTMENT ADVISORS, LLC 3530.10%0.27%0.50%Q4 2013Q3 202338
JPMORGAN CHASE & CO 38380.00%0.00%0.03%Q2 2014Q3 202338
EATON VANCE MANAGEMENT 38380.00%0.01%0.01%Q2 2013Q3 202238
PINNACLE ASSOCIATES LTD 37370.01%0.01%0.02%Q3 2014Q3 202337
Savant Capital, LLC 37370.10%0.59%1.44%Q3 2014Q3 202337
RKL Wealth Management LLC 37370.21%1.91%3.71%Q3 2014Q3 202337
ROCKY MOUNTAIN ADVISERS, LLC 37370.13%0.53%0.96%Q3 2014Q3 202337
Personal Capital Advisors Corp 373710.78%12.60%16.33%Q4 2013Q4 202237
SIGNATUREFD, LLC 23140.00%0.07%0.16%Q2 2013Q3 202337
Private Advisor Group, LLC 37370.00%0.06%0.22%Q3 2014Q3 202337
BAILARD, INC. 3120.03%0.18%0.39%Q2 2014Q3 202336
West Oak Capital, LLC 23130.00%0.14%0.24%Q3 2014Q3 202336
SIGMA INVESTMENT COUNSELORS INC 36360.04%0.08%0.11%Q4 2014Q3 202336
PITTENGER & ANDERSON INC 36360.01%0.85%1.17%Q4 2014Q3 202336
VALLEY NATIONAL ADVISERS INC 36360.23%2.11%5.88%Q4 2014Q3 202336
Brinker Capital Investments, LLC 3060.00%0.03%0.12%Q2 2013Q4 202236
Landmark Financial Advisors, LLC 36360.57%1.59%2.22%Q4 2014Q3 202336
Betterment LLC 36361.58%3.37%6.11%Q4 2014Q3 202336
Cambridge Advisors Inc. 36360.31%0.38%0.54%Q4 2014Q3 202336
Chicago Partners Investment Group LLC 36360.01%0.16%0.73%Q4 2014Q3 202336
Koshinski Asset Management, Inc. 36360.12%0.37%1.05%Q4 2014Q3 202336
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 36360.65%5.60%7.55%Q4 2014Q3 202336
Leisure Capital Management 36360.50%1.50%2.65%Q4 2014Q3 202336
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2820.00%4.63%7.74%Q3 2013Q3 202336
Summit Financial Strategies, Inc. 36361.00%4.96%7.96%Q4 2014Q3 202336
FINANCIAL CONSULATE, INC 36360.70%7.52%19.47%Q4 2014Q3 202336
Tradewinds Capital Management, LLC 3510.05%3.70%9.66%Q4 2013Q3 202336
Wealth Architects, LLC 36361.01%1.53%2.28%Q4 2014Q3 202336
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202336
Stockman Wealth Management, Inc. 25100.09%0.32%0.74%Q4 2014Q3 202335
Eidelman Virant Capital 1490.19%0.34%0.53%Q2 2013Q3 202235
BESSEMER GROUP INC 35350.13%0.33%0.59%Q1 2015Q3 202335
Emery Howard Portfolio Management, Inc. 35350.65%5.48%9.30%Q2 2013Q4 202135
ENVESTNET ASSET MANAGEMENT INC 21140.03%0.22%2.30%Q2 2013Q3 202335
Fragasso Group Inc. 1640.04%2.24%20.04%Q4 2014Q4 202335
Bowling Portfolio Management LLC 35350.07%0.15%0.25%Q1 2014Q3 202235
FORVIS Wealth Advisors, LLC 35350.02%0.22%1.28%Q1 2015Q3 202335
Sequoia Financial Advisors, LLC 35350.02%0.53%2.44%Q1 2015Q3 202335
AVITY INVESTMENT MANAGEMENT INC. 1840.02%0.03%0.06%Q2 2014Q3 202335
Ironwood Financial, llc 3140.20%0.97%4.10%Q4 2014Q3 202335
Roble, Belko & Company, Inc 35350.32%0.84%1.71%Q1 2015Q3 202335
CITIGROUP INC 2640.00%0.00%0.00%Q2 2014Q3 202335
OARSMAN CAPITAL, INC. 35350.11%1.15%4.68%Q1 2015Q3 202335
SHEETS SMITH WEALTH MANAGEMENT 2930.08%0.23%0.38%Q1 2013Q3 202335
Diversified Investment Strategies, LLC 35350.93%2.58%6.18%Q1 2015Q3 202335
FAGAN ASSOCIATES, INC. 35350.12%0.25%0.41%Q1 2015Q3 202335
FCA CORP /TX 35350.11%0.35%0.52%Q1 2015Q3 202335
SALEM INVESTMENT COUNSELORS INC 18160.14%0.30%0.58%Q2 2013Q3 202334
Garrison Asset Management, LLC 34340.38%0.94%1.17%Q2 2015Q3 202334
B. Riley Wealth Advisors, Inc. 3310.00%0.07%0.29%Q4 2014Q3 202334
CAPTRUST FINANCIAL ADVISORS 2620.01%0.25%2.01%Q3 2013Q3 202334
GOFEN & GLOSSBERG LLC /IL/ 34340.01%0.02%0.02%Q3 2014Q4 202234
GOULD ASSET MANAGEMENT LLC /CA/ 34340.15%0.38%0.78%Q2 2015Q3 202334
Raymond James Financial Services Advisors, Inc. 1910.02%0.07%0.16%Q2 2013Q3 202333
Aspen Investment Management Inc 2810.12%1.06%2.60%Q2 2014Q3 202333
SAWGRASS ASSET MANAGEMENT LLC 2420.01%0.03%0.06%Q3 2013Q3 202333
Sharkey, Howes & Javer 3120.08%2.77%13.24%Q1 2015Q3 202333
Boltwood Capital Management 33330.39%5.10%7.35%Q4 2015Q4 202333
EP Wealth Advisors, LLC 2110.03%0.14%1.00%Q4 2013Q3 202333
Callan Capital, LLC 33330.29%4.29%10.40%Q3 2015Q3 202333
Parkside Financial Bank & Trust 33330.03%0.05%0.11%Q3 2015Q3 202333
GRIMES & COMPANY, INC. 3120.03%0.31%0.62%Q2 2015Q3 202333
Bristlecone Advisors, LLC 32320.82%3.40%7.18%Q4 2015Q3 202332
Bishop & Co Investment Management, LLC 32320.41%1.22%6.50%Q4 2015Q3 202332
Armbruster Capital Management, Inc. 32320.19%3.10%5.73%Q4 2015Q3 202332
People's United Financial, Inc. 32320.00%0.02%0.04%Q2 2014Q1 202232
Schneider Downs Wealth Management Advisors, LP 32320.49%2.00%3.65%Q4 2015Q3 202332
Brouwer & Janachowski, LLC 32320.08%0.66%1.66%Q4 2013Q3 202132
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 32320.06%0.16%0.28%Q4 2015Q3 202332
JFS WEALTH ADVISORS, LLC 32320.70%1.35%2.77%Q4 2015Q3 202332
Krilogy Financial LLC 3113.56%5.78%7.15%Q3 2015Q3 202332
FOSTER & MOTLEY INC 32320.10%2.03%4.56%Q4 2015Q3 202332
LVW Advisors, LLC 32320.08%0.69%1.97%Q4 2015Q3 202332
FAS Wealth Partners, Inc. 32320.17%0.92%2.06%Q4 2015Q3 202332
Vigilant Capital Management, LLC 2020.00%0.01%0.07%Q3 2014Q2 202332
BlackRock Inc. 32320.00%0.00%0.02%Q4 2015Q3 202332
BRIGHTON JONES LLC 2660.07%0.10%0.14%Q3 2015Q3 202332
OGOREK ANTHONY JOSEPH /NY/ /ADV 2750.02%7.07%27.79%Q4 2014Q3 202332
Moisand Fitzgerald Tamayo, LLC 32320.56%4.36%6.16%Q4 2015Q3 202332
US BANCORP \DE\ 32320.00%0.01%0.03%Q4 2015Q3 202332
Glassman Wealth Services 32320.01%0.02%0.06%Q4 2015Q3 202332
FIFTH THIRD BANCORP 2650.00%0.00%0.00%Q1 2015Q3 202331
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1280.02%0.15%0.52%Q2 2014Q3 202231
TCI Wealth Advisors, Inc. 2290.02%0.08%0.32%Q1 2015Q1 202331
NWAM LLC 3010.02%0.10%0.26%Q4 2015Q3 202331
MUFG Americas Holdings Corp 2830.00%0.12%0.24%Q4 2013Q3 202231
Cetera Investment Advisers 31310.09%0.29%0.61%Q1 2016Q3 202331
Carroll Financial Associates, Inc. 2320.00%0.00%0.01%Q2 2013Q4 202131
Frontier Wealth Management LLC 31310.01%0.64%2.70%Q4 2014Q2 202231
IFP Advisors, Inc 17140.03%0.19%0.56%Q4 2015Q3 202331
Fort Point Capital Partners LLC 31310.17%0.94%2.33%Q1 2016Q3 202331
Marquette Asset Management, LLC 2710.08%0.52%1.45%Q4 2014Q3 202331
Sutton Wealth Advisors Inc. 31310.21%0.42%0.62%Q1 2016Q3 202331
CHOREO, LLC 31310.05%1.45%2.79%Q1 2016Q3 202331
Asset Dedication, LLC 2650.08%0.23%0.76%Q4 2015Q3 202331
AllSquare Wealth Management LLC 31310.12%0.69%1.37%Q1 2016Q3 202331
KLINGENSTEIN FIELDS & CO LP 31310.01%1.16%2.38%Q1 2016Q3 202331
Rock Point Advisors, LLC 30300.08%0.12%0.16%Q2 2016Q3 202330
BerganKDV Wealth Management, LLC 30304.80%6.18%7.80%Q1 2016Q2 202330
BLAIR WILLIAM & CO/IL 30300.00%0.00%0.01%Q2 2016Q3 202330
MISSION WEALTH MANAGEMENT, LP 2910.05%0.37%0.77%Q2 2015Q3 202330
WHITTIER TRUST CO OF NEVADA INC 30300.00%0.02%0.06%Q2 2016Q3 202330
Stearns Financial Services Group 30300.41%1.05%3.58%Q2 2013Q3 202030
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 30307.52%10.65%15.58%Q2 2016Q3 202330
Barrett Asset Management, LLC 2610.00%0.01%0.04%Q1 2014Q1 202230
WEALTHCARE CAPITAL MANAGEMENT LLC 17130.02%0.05%0.07%Q4 2015Q3 202330
Capital Directions Investment Advisors, LLC 2420.03%0.04%0.08%Q1 2015Q4 202230
Pinnacle Advisory Group, Inc. 2640.03%0.55%2.17%Q2 2013Q1 202130
Chevy Chase Trust Holdings, LLC 1610.00%0.00%0.00%Q2 2014Q3 202330
Pure Financial Advisors, LLC 2270.11%0.29%0.57%Q1 2016Q4 202329
Horan Capital Advisors, LLC. 2810.24%1.21%2.61%Q4 2015Q3 202329
Alliance Wealth Management Group 2810.39%5.76%7.51%Q4 2015Q2 202329
Homrich & Berg 29290.07%0.45%2.67%Q3 2014Q3 202129
MONEYWISE, INC. 29291.23%4.84%9.97%Q3 2016Q3 202329
Fiduciary Group LLC 29290.06%0.16%0.30%Q3 2016Q3 202329
NAPLES GLOBAL ADVISORS, LLC 29290.08%0.43%1.36%Q3 2016Q3 202329
SVA Wealth Management, LLC 29290.12%0.32%0.75%Q4 2013Q4 202029
Anchor Investment Management, LLC 29290.01%0.08%0.13%Q4 2016Q4 202329
Spectrum Asset Management, Inc. (NB/CA) 29290.54%3.04%7.29%Q3 2016Q3 202329
SOL Capital Management CO 29290.07%0.13%0.24%Q3 2016Q3 202329
Avantax Planning Partners, Inc. 28280.23%1.29%4.12%Q4 2016Q3 202328
CAPITAL ADVISORS INC/OK 28280.06%0.40%0.97%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.18%0.90%1.63%Q1 2016Q4 202228
JOHNSON INVESTMENT COUNSEL INC 28280.03%0.13%0.19%Q4 2016Q3 202328
Pflug Koory, LLC 28280.00%0.06%0.30%Q4 2016Q3 202328
FDx Advisors, Inc. 2080.01%0.10%0.24%Q3 2016Q3 202328
Bison Wealth, LLC 1990.02%0.25%0.39%Q4 2014Q2 202228
REILLY FINANCIAL ADVISORS, LLC 28280.01%0.13%0.22%Q1 2015Q4 202128
Liberty Capital Management, Inc. 16120.00%0.33%0.70%Q3 2016Q3 202328
Capital Investment Advisory Services, LLC 28280.07%0.59%1.34%Q4 2016Q3 202328
Alpha Omega Wealth Management LLC 28280.32%0.54%0.84%Q4 2016Q3 202328
VALICENTI ADVISORY SERVICES INC 2440.08%1.19%2.57%Q3 2016Q3 202328
Laurel Wealth Advisors, Inc. 2080.03%0.24%0.70%Q4 2015Q4 202228
Peak Financial Management, Inc. 28280.31%5.73%7.09%Q4 2016Q3 202328
InterOcean Capital, LLC 15130.02%0.11%0.26%Q2 2013Q2 202028
Riverpoint Wealth Management Holdings, LLC 28288.56%14.90%23.93%Q4 2016Q3 202328
Cetera Advisor Networks LLC 2710.01%0.02%0.04%Q3 2016Q3 202328
REDW Wealth LLC 28280.36%0.75%1.50%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.05%0.40%0.84%Q4 2016Q3 202328
Lee Financial Co 28280.08%0.47%0.68%Q4 2016Q3 202328
WEST PACES ADVISORS INC. 28280.03%0.56%1.77%Q4 2016Q3 202328
Armor Investment Advisors, LLC 28280.04%0.81%4.02%Q4 2016Q3 202328
McAdam, LLC 28284.77%6.59%7.51%Q4 2016Q3 202328
Jentner Corp 28280.71%1.08%1.56%Q4 2016Q3 202328
SigFig Wealth Management, LLC 28280.27%0.99%2.96%Q4 2016Q3 202328
Meridian Wealth Management, LLC 28280.08%0.26%0.43%Q4 2016Q3 202328
NORTH STAR ASSET MANAGEMENT INC 2620.03%0.85%1.28%Q4 2013Q3 202328
ACCESS FINANCIAL SERVICES, INC. 28280.94%2.51%4.82%Q4 2016Q3 202328
Financial Engines Advisors L.L.C. 28281.04%12.37%34.98%Q4 2016Q3 202328
BlueSky Wealth Advisors, LLC 28282.79%3.35%3.90%Q4 2016Q3 202328
Carlton Hofferkamp & Jenks Wealth Management, LLC 28280.27%0.55%0.93%Q4 2016Q3 202328
Crestwood Advisors Group, LLC 28280.01%0.05%0.16%Q4 2016Q3 202328
Ancora Advisors LLC 28280.09%0.31%0.55%Q4 2016Q3 202328
IMA Wealth, Inc. 28280.42%1.32%1.72%Q4 2016Q3 202328
Wall Capital Group, Inc. 27270.48%0.90%3.61%Q1 2017Q3 202327
Cetera Advisors LLC 2610.02%0.22%0.31%Q2 2016Q3 202327
FLPUTNAM INVESTMENT MANAGEMENT CO 2520.03%0.25%0.95%Q4 2016Q3 202327
Financial Management Professionals, Inc. 2220.00%1.40%14.02%Q3 2015Q3 202327
HOWE & RUSLING INC 2210.00%0.01%0.07%Q2 2013Q3 202327
Highland Private Wealth Management 1891.22%6.82%12.34%Q4 2015Q3 202227
BERKSHIRE ASSET MANAGEMENT LLC/PA 27270.28%0.77%1.22%Q1 2017Q3 202327
COLONY GROUP LLC 2210.00%0.13%0.39%Q3 2014Q3 202327
BENJAMIN F. EDWARDS & COMPANY, INC. 2520.00%1.00%2.52%Q3 2016Q3 202327
3D ASSET MANAGEMENT, INC 27270.07%0.55%2.26%Q2 2013Q4 201927
Mengis Capital Management, Inc. 27270.05%0.12%0.29%Q1 2017Q3 202327
OXFORD FINANCIAL GROUP, LTD. LLC 27270.02%0.20%0.72%Q1 2017Q3 202327
GOLDMAN SACHS GROUP INC 1410.00%0.00%0.00%Q3 2013Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.06%0.11%Q2 2013Q4 201927
Advisory Services Network, LLC 1610.00%0.02%0.08%Q2 2015Q3 202327
Texas Yale Capital Corp. 27270.05%0.23%0.42%Q1 2017Q3 202327
MML INVESTORS SERVICES, LLC 2610.08%0.15%0.26%Q4 2016Q3 202327
SNS Financial Group, LLC 27273.71%5.23%7.15%Q1 2017Q3 202327
Atria Investments, Inc 1430.02%0.18%0.46%Q3 2015Q3 202327
Kohmann Bosshard Financial Services, LLC 2521.01%5.93%9.10%Q4 2016Q3 202327
AJ WEALTH STRATEGIES, LLC 27270.67%4.92%6.91%Q4 2016Q2 202327
OneDigital Investment Advisors LLC 26260.09%0.66%2.96%Q2 2017Q3 202326
LeJeune Puetz Investment Counsel LLC 26261.19%1.82%2.20%Q4 2016Q1 202326
AE Wealth Management LLC 26260.01%0.10%0.32%Q2 2017Q3 202326
J.P. Morgan Private Wealth Advisors LLC 2510.00%0.03%0.15%Q1 2015Q3 202326
Versant Capital Management, Inc 26260.25%1.30%3.38%Q3 2017Q4 202326
Kingsview Wealth Management, LLC 2060.03%0.16%0.78%Q1 2017Q3 202326
LATHROP INVESTMENT MANAGEMENT CORP 26260.06%0.12%0.16%Q2 2017Q3 202326
MACROVIEW INVESTMENT MANAGEMENT LLC 26260.02%0.13%0.50%Q2 2017Q3 202326
CREATIVE FINANCIAL DESIGNS INC /ADV 26260.00%0.54%1.91%Q2 2017Q3 202326
MONETA GROUP INVESTMENT ADVISORS LLC 2510.02%0.82%1.22%Q3 2015Q3 202326
Orgel Wealth Management, LLC 26260.08%1.51%4.79%Q2 2017Q3 202326
First Allied Advisory Services, Inc. 2060.02%0.12%0.30%Q1 2014Q3 202026
Invst, LLC 26261.30%3.30%8.83%Q2 2017Q3 202326
CLEAR INVESTMENT RESEARCH, LLC 26260.42%0.87%1.26%Q2 2017Q3 202326
WEIK CAPITAL MANAGEMENT 26260.14%0.24%0.31%Q2 2017Q3 202326
STIFEL FINANCIAL CORP 26260.00%0.01%0.03%Q2 2017Q3 202326
Plante Moran Financial Advisors, LLC 2510.00%0.02%0.09%Q2 2016Q3 202326
Burt Wealth Advisors 25250.06%0.08%0.10%Q4 2014Q4 202025
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 25250.16%0.24%0.34%Q1 2017Q1 202325
Gradient Investments LLC 2410.00%0.00%0.00%Q2 2017Q3 202325
RAYMOND JAMES & ASSOCIATES 25250.00%0.00%0.01%Q3 2017Q3 202325
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 2410.00%0.10%0.13%Q2 2014Q2 202125
GW HENSSLER & ASSOCIATES LTD 2230.03%0.14%0.21%Q3 2013Q1 202025
Vivaldi Capital Management LP 25250.21%0.80%1.83%Q3 2017Q3 202325
CWM, LLC 1780.00%0.03%0.16%Q2 2017Q3 202325
APPLETON GROUP, LLC 910.21%6.88%15.64%Q2 2014Q4 202225
Global Retirement Partners, LLC 1870.01%0.04%0.10%Q2 2017Q3 202325
APPLETON PARTNERS INC/MA 25250.36%1.17%1.36%Q4 2017Q4 202325
American Money Management, LLC 25253.11%4.79%5.76%Q1 2014Q1 202025
FRONTIER INVESTMENT MGMT CO 25250.13%0.58%1.02%Q2 2014Q2 202025
JANE STREET GROUP, LLC 1010.00%0.08%0.28%Q1 2014Q3 202325
Valeo Financial Advisors, LLC 25250.00%0.03%0.06%Q3 2017Q3 202325
CIBC Private Wealth Group, LLC 1310.00%0.00%0.01%Q1 2017Q3 202325
Steward Partners Investment Advisory, LLC 1870.00%0.01%0.03%Q1 2017Q3 202325
Truepoint, Inc. 25250.04%1.70%3.20%Q3 2017Q3 202325
Stratos Wealth Partners, LTD. 2410.01%0.06%0.20%Q3 2016Q3 202325
Capital Advantage, Inc. 1870.09%0.91%4.64%Q4 2014Q1 202125
Rehmann Capital Advisory Group 1510.03%0.05%0.06%Q3 2016Q3 202325
Geneos Wealth Management Inc. 25250.01%0.01%0.02%Q3 2017Q3 202325
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 24240.06%0.14%0.45%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.42%0.81%1.43%Q4 2017Q3 202324
Pegasus Asset Management, Inc. 24240.13%0.25%0.44%Q4 2017Q3 202324
NEXT Financial Group, Inc 1210.01%0.02%0.09%Q4 2014Q4 202124
Opus Capital Group, LLC 24242.76%6.29%7.73%Q4 2017Q3 202324
Beacon Capital Management, Inc. 1590.00%0.00%0.00%Q3 2017Q3 202324
Sigma Planning Corp 24240.03%0.03%0.05%Q4 2017Q3 202324
Carmichael Hill & Associates, Inc. 24240.83%1.55%2.16%Q4 2017Q3 202324
Vista Private Wealth Partners. LLC 2135.29%6.50%10.32%Q3 2017Q3 202324
Financial Advocates Investment Management 24240.03%0.17%0.33%Q4 2017Q3 202324
Strategic Advisors LLC 1210.10%0.95%2.29%Q2 2013Q1 202224
HoyleCohen, LLC 24240.45%0.56%0.65%Q4 2017Q3 202324
Bigelow Investment Advisors, LLC 24240.23%0.41%0.74%Q4 2017Q3 202324
Holistic Financial Partners 24242.27%7.23%10.44%Q4 2017Q3 202324
C M BIDWELL & ASSOCIATES LTD 24240.43%0.81%1.17%Q4 2017Q3 202324
D.B. Root & Company, LLC 24240.28%1.11%1.88%Q4 2017Q3 202324
Mutual Advisors, LLC 24240.08%0.20%0.43%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.10%0.41%1.13%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.03%0.05%Q4 2017Q3 202324
Broadview Financial Management, LLC 24240.30%0.61%1.05%Q4 2017Q3 202324
COOPER/HAIMS ADVISORS, LLC 24240.78%6.97%15.30%Q4 2017Q3 202324
Acorn Wealth Advisors, LLC 24240.61%0.84%1.38%Q4 2017Q3 202324
Live Your Vision, LLC 24240.38%10.04%13.04%Q2 2013Q1 201924
Northwest Capital Management Inc 24242.34%7.43%13.50%Q4 2017Q3 202324
Port Capital LLC 24240.13%0.22%0.35%Q4 2017Q3 202324
Broadleaf Partners, LLC 24242.06%3.47%4.20%Q4 2017Q3 202324
Bogart Wealth, LLC 24240.00%0.33%3.14%Q4 2017Q3 202324
Successful Portfolios LLC 24240.67%1.48%2.40%Q4 2017Q3 202324
Trellis Advisors, LLC 24240.40%1.03%1.60%Q4 2017Q3 202324
First Horizon Advisors, Inc. 2210.00%0.00%0.01%Q4 2014Q3 202324
Front Row Advisors LLC 24240.27%0.31%0.39%Q4 2017Q3 202324
PrairieView Partners, LLC 24240.38%0.65%0.90%Q4 2017Q3 202324
Abacus Planning Group, Inc. 24240.30%0.62%1.26%Q4 2017Q3 202324
Columbus Macro, LLC 24240.09%1.26%2.09%Q4 2017Q3 202324
Gradient Capital Advisors, LLC 24243.72%6.01%9.87%Q4 2017Q3 202324
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2010.01%1.33%4.59%Q2 2013Q2 202323
FORT PITT CAPITAL GROUP, LLC 2110.02%0.17%0.57%Q4 2015Q4 202223
St. Johns Investment Management Company, LLC 23230.00%0.02%0.08%Q1 2014Q3 201923
B & T Capital Management DBA Alpha Capital Management 920.05%1.10%6.14%Q2 2017Q3 202323
Relaxing Retirement Coach 23230.38%2.52%3.99%Q4 2017Q2 202323
JNBA Financial Advisors 2210.00%0.04%0.70%Q3 2016Q3 202323
DUNCKER STREETT & CO INC 1670.00%0.02%0.05%Q4 2017Q3 202323
Portfolio Solutions, LLC 23230.00%0.09%0.19%Q1 2017Q3 202223
Blue Chip Partners, LLC 2120.02%0.08%0.13%Q4 2014Q3 202223
Chesapeake Wealth Management 23232.55%2.99%3.75%Q1 2018Q3 202323
Alaska Wealth Advisors 1670.12%0.28%0.60%Q4 2017Q3 202323
DAVENPORT & Co LLC 1530.00%0.00%0.00%Q3 2017Q3 202323
Barnett & Company, Inc. 2120.08%0.26%0.68%Q1 2015Q1 202123
Dynamic Advisor Solutions LLC 23230.10%0.24%0.47%Q1 2018Q3 202323
Phocas Financial Corp. 2120.02%0.07%0.11%Q4 2015Q4 202223
Whitegate Investment Counselors, Inc. 2210.09%0.46%0.57%Q1 2014Q3 202123
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 1490.39%0.53%0.91%Q3 2017Q3 202323
Kelman-Lazarov, Inc. 23230.12%2.06%3.58%Q1 2018Q3 202323
Allen Capital Group, LLC 2030.10%1.21%4.32%Q4 2017Q3 202323
Ironwood Wealth Management, LLC. 2210.37%4.44%12.69%Q3 2017Q3 202323
ALTFEST L J & CO INC 23230.18%0.25%0.39%Q1 2018Q3 202323
WealthTrust Fairport, LLC 22220.00%1.66%3.90%Q4 2013Q1 201922
SHINE INVESTMENT ADVISORY SERVICES INC 22220.16%0.79%1.48%Q2 2015Q3 202022
TOTH FINANCIAL ADVISORY CORP 22220.00%0.00%0.00%Q2 2018Q3 202322
DELTA ASSET MANAGEMENT LLC/TN 1420.00%0.03%0.07%Q3 2014Q1 202322
FLOW TRADERS U.S. LLC 510.04%1.34%5.17%Q2 2013Q1 202322
LBMC INVESTMENT ADVISORS, LLC 22220.04%0.05%0.06%Q2 2018Q3 202322
Granite Investment Partners, LLC 22220.00%0.01%0.02%Q2 2018Q3 202322
NewSquare Capital LLC 22220.00%0.00%0.01%Q2 2018Q3 202322
Blume Capital Management, Inc. 1310.00%0.15%2.62%Q4 2014Q3 202322
Towercrest Capital Management 22222.73%3.51%4.08%Q2 2018Q3 202322
WealthPLAN Partners, LLC 1750.05%0.88%2.32%Q1 2018Q4 202322
D'Orazio & Associates, Inc. 2010.00%0.00%0.01%Q4 2015Q3 202122
CWA Asset Management Group, LLC 1840.04%0.09%0.24%Q4 2016Q3 202322
Cornerstone Wealth Management, LLC 22220.03%0.09%0.19%Q3 2016Q4 202122
Clearwater Capital Advisors, LLC 2110.00%0.20%0.31%Q1 2018Q3 202322
FLAGSHIP HARBOR ADVISORS, LLC 22220.01%0.05%0.12%Q2 2018Q3 202322
Blankinship & Foster, LLC 22220.10%0.24%0.34%Q4 2016Q1 202222
Continuum Advisory, LLC 1390.15%0.47%0.92%Q1 2017Q3 202322
Keystone Financial Group 1120.04%0.08%0.25%Q4 2017Q3 202322
Brand Asset Management Group, Inc. 22222.05%4.91%6.23%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.03%Q3 2018Q3 202321
SEGALL BRYANT & HAMILL, LLC 1470.01%0.01%0.01%Q2 2018Q3 202321
Burleson & Company, LLC 21211.56%2.61%5.26%Q4 2017Q4 202221
Patriot Financial Group Insurance Agency, LLC 21210.00%0.07%0.18%Q2 2017Q2 202221
Vision Capital Management, Inc. 21210.06%1.12%1.96%Q3 2018Q3 202321
BDO Wealth Advisors, LLC 21210.01%0.02%0.12%Q2 2018Q2 202321
TIAA, FSB 11100.00%0.00%0.01%Q3 2017Q2 202321
TRUST CO OF VERMONT 1290.00%0.01%0.03%Q4 2017Q3 202321
Mosaic Financial Partners, Inc. 21210.51%1.61%2.94%Q2 2013Q2 201821
FMR LLC 21210.00%0.01%0.01%Q3 2018Q3 202321
HUNTINGTON NATIONAL BANK 1810.00%0.00%0.01%Q1 2017Q3 202321
NICOLET BANKSHARES INC 21210.09%0.13%0.24%Q3 2018Q3 202321
NORTHERN TRUST CORP 1610.00%0.00%0.00%Q3 2013Q3 202321
Red Cedar Capital, LLC 21210.14%0.19%0.46%Q4 2017Q4 202221
Larson Financial Group LLC 2010.05%0.16%0.32%Q4 2017Q3 202321
RED CEDAR INVESTMENT MANAGEMENT, LLC 21211.24%2.81%4.47%Q3 2018Q3 202321
VERITY Wealth Advisors 21211.66%2.35%3.80%Q4 2018Q4 202321
River Wealth Advisors LLC 1920.04%0.11%0.18%Q4 2017Q2 202321
Sandy Spring Bank 1510.00%0.01%0.03%Q2 2014Q3 202321
Pinnacle Bancorp, Inc. 2010.02%0.05%0.10%Q1 2017Q3 202321
Palisade Asset Management, LLC 21210.02%0.14%0.20%Q3 2018Q3 202321
CENTRAL TRUST Co 11100.00%0.00%0.01%Q1 2017Q3 202321
PROFFITT & GOODSON INC 21210.00%0.06%0.09%Q3 2018Q3 202321
Heritage Way Advisors, LLC 21210.53%0.67%0.81%Q4 2016Q4 202121
Capital Advisors, Ltd. LLC 21210.13%0.31%0.47%Q3 2018Q3 202321
Resource Planning Group 21210.19%0.52%0.70%Q3 2018Q3 202321
Pinkerton Retirement Specialists, LLC 1920.03%6.15%8.66%Q2 2018Q3 202321
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1610.00%0.00%0.03%Q4 2014Q1 202221
Ironwood Investment Counsel, LLC 21210.10%0.35%1.85%Q3 2018Q3 202321
SIMON QUICK ADVISORS, LLC 820.01%0.06%0.15%Q1 2017Q3 202321
PRIVATE CAPITAL MANAGEMENT LLC 20200.38%1.11%2.18%Q4 2018Q3 202320
RITHOLTZ WEALTH MANAGEMENT 1210.01%0.07%0.22%Q4 2016Q3 202320
MANCHESTER FINANCIAL INC 20200.26%1.55%3.79%Q4 2018Q3 202320
Merriman Wealth Management, LLC 20200.01%0.24%0.63%Q4 2018Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.04%0.28%0.84%Q4 2017Q4 202220
BROWN ADVISORY INC 1910.00%0.02%0.06%Q1 2014Q3 202320
Strategic Family Wealth Counselors, L.L.C. 20200.34%0.86%1.99%Q4 2018Q3 202320
BFSG, LLC 20200.05%0.13%0.25%Q4 2018Q3 202320
LAKE STREET ADVISORS GROUP, LLC 20200.23%2.64%5.16%Q4 2018Q3 202320
Stratos Wealth Advisors, LLC 20200.40%1.62%7.13%Q4 2018Q3 202320
Belpointe Asset Management LLC 1230.01%0.08%0.23%Q4 2017Q1 202320
Covington Capital Management 20200.00%0.00%0.01%Q3 2017Q2 202220
WOODMONT INVESTMENT COUNSEL LLC 20200.30%0.63%0.88%Q4 2018Q3 202320
LINCOLN NATIONAL CORP 20200.06%0.09%0.17%Q4 2018Q3 202320
Zhang Financial LLC 20200.10%0.30%0.66%Q4 2018Q3 202320
PINNACLE FINANCIAL PARTNERS INC 20200.02%0.04%0.08%Q4 2018Q3 202320
Pensionmark Financial Group, LLC 20202.49%3.03%3.73%Q4 2018Q3 202320
HOWARD FINANCIAL SERVICES, LTD. 20200.53%2.76%9.40%Q4 2018Q3 202320
Omega Financial Group, LLC 20200.91%1.79%2.95%Q4 2018Q3 202320
Tower Research Capital LLC (TRC) 1410.00%0.00%0.03%Q4 2013Q3 202320
American Financial Advisors, LLC 20200.39%1.64%3.84%Q4 2018Q3 202320
Integrated Investment Consultants, LLC 20200.11%0.81%2.27%Q4 2018Q3 202320
Jackson Hole Capital Partners, LLC 20200.01%0.01%0.03%Q4 2018Q3 202320
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 20203.54%5.32%8.30%Q4 2018Q3 202320
Keel Point, LLC 20200.04%0.65%2.05%Q4 2018Q3 202320
Wealthspire Advisors, L.P. 20202.26%3.38%3.97%Q4 2015Q3 202020
RHS Financial, LLC 20200.98%3.28%4.57%Q4 2018Q3 202320
CRA Financial Services, LLC 20200.32%0.52%1.16%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.01%0.03%0.07%Q4 2018Q3 202320
Intelligence Driven Advisers, LLC 20200.30%1.90%5.51%Q4 2018Q3 202320
American Portfolios Advisors 20200.02%0.07%0.30%Q4 2017Q3 202220
Wealthfront Advisers LLC 20206.34%7.96%14.69%Q4 2018Q3 202320
Evergreen Advisors, LLC 202012.14%13.39%16.86%Q4 2018Q3 202320
Vantage Investment Advisors, LLC 20200.00%0.11%0.87%Q4 2013Q3 201820
RWA WEALTH PARTNERS, LLC 20200.04%0.22%0.37%Q4 2018Q3 202320
CHILTON CAPITAL MANAGEMENT LLC 20200.29%0.39%0.46%Q4 2018Q3 202320
Global Strategic Investment Solutions, LLC 20200.36%9.42%28.11%Q4 2018Q3 202320
MYCIO WEALTH PARTNERS, LLC 20200.00%0.23%0.84%Q1 2015Q4 201920
Black Diamond Financial, LLC 20201.20%2.44%4.54%Q4 2018Q3 202320
Legacy Bridge, LLC 20200.38%0.50%0.75%Q4 2018Q3 202320
American Investment Services, Inc. 20200.04%0.31%0.43%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.05%0.11%0.20%Q4 2018Q3 202320
Elgethun Capital Management 20200.47%4.49%6.16%Q4 2018Q3 202320
MorganRosel Wealth Management, LLC 20201.41%6.39%9.25%Q4 2018Q3 202320
Elwood & Goetz Wealth Advisory Group, LLC 20200.42%1.19%2.32%Q4 2018Q3 202320
HHM Wealth Advisors, LLC 20201.51%2.39%3.74%Q4 2018Q3 202320
Hurlow Wealth Management Group, Inc. 20200.21%1.14%3.11%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.00%0.00%0.02%Q4 2018Q3 202320
Beacon Pointe Advisors, LLC 20200.14%0.57%1.52%Q4 2018Q3 202320
MARSHALL FINANCIAL GROUP INC /ADV 20204.08%5.57%7.44%Q4 2018Q3 202320
Certified Advisory Corp 1190.00%0.32%1.13%Q2 2018Q3 202320
HARVEST GROUP WEALTH MANAGEMENT, LLC 1730.12%3.36%10.93%Q4 2017Q1 202320
FIRST NATIONAL CORP /MA/ /ADV 20200.15%2.79%4.62%Q4 2018Q3 202320
MANAGED ACCOUNT SERVICES INC 20200.59%1.11%1.53%Q4 2016Q3 202120
Old Port Advisors 1810.08%0.20%0.36%Q2 2018Q1 202319
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 19190.00%0.00%0.00%Q1 2019Q3 202319
SMITHBRIDGE ASSET MANAGEMENT INC/DE 19190.10%0.20%0.44%Q1 2019Q3 202319
Cypress Wealth Services, LLC 19190.12%0.51%1.06%Q4 2017Q2 202219
Regis Management CO LLC 19190.03%0.11%0.18%Q1 2019Q3 202319
Summit Financial Wealth Advisors, LLC 19190.08%0.71%3.48%Q4 2017Q2 202219
WEALTHFRONT Corp 19190.00%6.27%9.33%Q1 2014Q3 201819
Murphy, Middleton, Hinkle & Parker, Inc. 19190.16%0.38%0.51%Q1 2019Q3 202319
HARTLINE INVESTMENT CORP/ 1630.04%0.42%0.99%Q2 2014Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Investors Research Corp 19190.03%0.06%0.09%Q1 2019Q3 202319
GLENMEDE TRUST CO NA 810.00%0.00%0.00%Q1 2017Q3 202319
Aptus Capital Advisors, LLC 19190.00%0.03%0.20%Q1 2019Q3 202319
TSFG, LLC 19190.00%0.01%0.07%Q1 2019Q3 202319
Smithfield Trust Co 19190.00%0.01%0.01%Q2 2014Q4 201819
Caprock Group, LLC 1630.09%0.17%0.32%Q4 2018Q3 202319
Lido Advisors, LLC 19190.02%0.06%0.23%Q1 2019Q3 202319
Prime Capital Investment Advisors, LLC 19190.05%3.58%5.24%Q1 2019Q3 202319
Advisory Alpha, LLC 1510.01%1.20%3.40%Q2 2016Q4 202219
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.41%1.35%1.67%Q1 2019Q3 202319
TimeScale Financial, Inc. 19195.83%19.14%23.39%Q4 2018Q2 202319
Almanack Investment Partners, LLC. 1610.05%0.65%2.65%Q3 2017Q3 202319
Family Firm, Inc. 1540.06%0.08%0.10%Q4 2018Q3 202319
Dorsey & Whitney Trust CO LLC 19190.10%0.12%0.20%Q1 2019Q3 202319
HARBOUR INVESTMENT MANAGEMENT LLC 19190.21%0.24%0.29%Q1 2019Q3 202319
Schoolcraft Capital LLC 19190.09%0.14%0.19%Q1 2019Q3 202319
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 19190.16%0.54%1.43%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.28%1.34%2.40%Q1 2019Q3 202319
RESTON WEALTH MANAGEMENT LLC 19191.78%2.44%3.06%Q1 2019Q3 202319
Ruggie Capital Group 1440.04%0.18%0.32%Q4 2014Q2 201918
ATLAS CAPITAL ADVISORS LLC 18180.01%0.12%0.55%Q2 2019Q3 202318
D. SCOTT NEAL, INC. 18180.00%0.29%0.66%Q4 2013Q1 201818
Pacific Wealth Strategies Group, Inc. 990.48%1.56%2.64%Q4 2017Q4 202218
BENJAMIN EDWARDS INC 18180.05%0.09%0.17%Q2 2019Q3 202318
Sound Income Strategies, LLC 1130.00%0.00%0.02%Q2 2018Q3 202318
TWO SIGMA SECURITIES, LLC 710.00%0.17%0.63%Q2 2015Q3 202318
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1710.07%0.16%0.23%Q1 2016Q2 202118
Hendershot Investments Inc. 18180.08%0.10%0.13%Q4 2017Q1 202218
Peachtree Investment Advisors, Inc. 18180.02%8.33%13.63%Q3 2014Q4 201818
VECTOR WEALTH MANAGEMENT, LLC 18186.37%8.14%10.03%Q3 2012Q4 201618
Baird Financial Group, Inc. 18180.01%0.01%0.01%Q2 2019Q3 202318
Rockefeller Capital Management L.P. 18180.00%0.00%0.01%Q2 2019Q3 202318
Matrix Trust Co 181814.27%16.92%19.50%Q2 2019Q3 202318
New England Private Wealth Advisors LLC 18180.16%0.19%0.21%Q4 2015Q1 202018
SEI INVESTMENTS CO 1110.00%0.00%0.00%Q1 2016Q3 202318
STALEY CAPITAL ADVISERS INC 840.01%0.02%0.02%Q2 2017Q1 202218
SOUTH TEXAS MONEY MANAGEMENT LTD 18180.02%0.05%0.11%Q1 2014Q2 201818
FARMERS & MERCHANTS INVESTMENTS INC 1210.00%0.00%0.01%Q2 2014Q3 202318
Parsec Financial Management, Inc. 1710.01%0.02%0.04%Q1 2017Q1 202318
NBT BANK N A /NY 18180.04%0.34%0.52%Q2 2019Q3 202318
Asset Advisors Investment Management, LLC 18180.35%0.75%1.06%Q3 2018Q4 202218
SMITH, MOORE & CO. 1170.07%0.11%0.20%Q1 2015Q4 201918
Ellevest, Inc. 18180.00%0.01%0.06%Q4 2018Q1 202318
FIRST FOUNDATION ADVISORS 1010.01%0.04%0.20%Q4 2014Q3 202318
Robertson Stephens Wealth Management, LLC 1710.02%0.15%0.47%Q1 2019Q3 202318
Cerity Partners LLC 18180.03%0.09%0.43%Q2 2019Q3 202318
Cedar Wealth Management, LLC 18180.01%0.19%0.38%Q3 2018Q4 202218
White Lighthouse Investment Management Inc. 1250.06%0.11%0.26%Q2 2019Q3 202317
FormulaFolio Investments, LLC 1610.03%0.30%0.56%Q2 2015Q4 202017
PRW Wealth Management LLC 1070.29%1.15%2.16%Q4 2018Q3 202317
Bouchey Financial Group Ltd 830.08%0.36%0.84%Q4 2013Q4 201817
Baldrige Asset Management LLC 17171.36%1.94%3.00%Q1 2019Q1 202317
Charles Schwab Trust Co 17170.27%2.42%4.14%Q3 2019Q3 202317
Jacobsen Capital Management 1430.36%0.89%2.51%Q2 2019Q3 202317
KILEY JUERGENS WEALTH MANAGEMENT, LLC 1410.12%0.35%0.51%Q4 2017Q3 202317
Wolff Financial Management LLC 1010.16%0.25%0.35%Q4 2018Q3 202317
Resource Management, LLC 17170.06%0.07%0.09%Q4 2017Q4 202117
Modus Advisors, LLC 17170.18%0.99%5.43%Q4 2019Q4 202317
Apollon Wealth Management, LLC 820.04%0.94%5.44%Q4 2018Q3 202317
GILL CAPITAL PARTNERS, LLC 1611.18%2.12%3.18%Q4 2018Q4 202317
Janney Montgomery Scott LLC 17170.00%0.00%0.01%Q3 2019Q3 202317
QCI ASSET MANAGEMENT INC/NY 17170.19%0.36%0.49%Q3 2017Q3 202117
WT Wealth Management 17170.46%3.78%6.93%Q3 2019Q3 202317
Joseph P. Lucia & Associates, LLC 1520.14%0.24%0.52%Q1 2019Q3 202317
ALLIANCEBERNSTEIN L.P. 1610.00%0.00%0.00%Q1 2015Q3 202317
Bedel Financial Consulting, Inc. 17170.02%0.05%0.09%Q1 2018Q1 202217
QUADRANT CAPITAL GROUP LLC 1610.03%0.34%0.79%Q4 2018Q3 202317
Clarkston Capital Partners, LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
ARBOR TRUST WEALTH ADVISORS, LLC 16163.66%4.58%5.24%Q4 2019Q3 202316
SVB WEALTH LLC 1330.01%0.07%0.22%Q2 2019Q3 202316
Blueprint Investment Partners LLC 16160.28%1.24%3.80%Q4 2019Q3 202316
Simplicity Solutions, LLC 910.01%0.14%0.31%Q1 2015Q3 202316
Savior LLC 16160.00%0.03%0.15%Q4 2019Q3 202316
Carolina Wealth Advisors, LLC 16160.52%0.70%1.43%Q4 2019Q3 202316
Strategic Financial Services, Inc, 730.02%0.22%0.34%Q3 2016Q2 202116
Red Door Wealth Management, LLC 16160.11%0.30%1.39%Q4 2019Q3 202316
Gleason Group, Inc. 16160.00%0.44%1.88%Q4 2019Q3 202316
AVALON CAPITAL MANAGEMENT 610.15%2.49%7.24%Q3 2013Q3 202016
Citadel Advisors 610.00%0.00%0.02%Q1 2016Q3 202316
Your Advocates Ltd., LLP 16160.00%6.40%16.82%Q4 2019Q3 202316
Cordant, Inc. 16160.22%1.24%2.14%Q4 2019Q3 202316
Pacific Edge Advisors, LLC 16165.88%9.52%14.57%Q4 2017Q3 202116
Manchester Capital Management LLC 810.00%0.01%0.04%Q2 2013Q2 202016
M&R CAPITAL MANAGEMENT INC 720.00%0.00%0.00%Q2 2017Q4 202316
Westside Investment Management, Inc. 1510.00%0.01%0.03%Q2 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
EWG Elevate Inc. 16162.57%4.74%6.04%Q4 2019Q3 202316
Signature Financial Management, Inc. 16160.34%3.51%4.85%Q1 2015Q4 201816
Selective Wealth Management, Inc. 1310.00%0.04%0.26%Q3 2018Q3 202316
Column Capital Advisors, LLC 16160.00%0.08%0.99%Q4 2019Q3 202316
ISLAY CAPITAL MANAGEMENT, LLC 16160.00%0.01%0.03%Q4 2019Q3 202316
Rossmore Private Capital 1510.11%0.19%0.28%Q4 2018Q3 202316
CVA Family Office, LLC 16160.75%1.37%2.18%Q4 2019Q3 202316
Harborview Advisors, LLC 16169.37%10.43%12.52%Q4 2017Q3 202116
TD Ameritrade Trust Co 16160.00%7.45%14.13%Q2 2015Q1 201916
Affinity Capital Advisors, LLC 16160.26%1.08%1.85%Q4 2019Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.00%0.00%0.01%Q4 2019Q3 202316
Fortis Capital Management LLC 16161.08%1.48%3.66%Q4 2019Q3 202316
55I, LLC 16160.09%1.92%6.05%Q4 2018Q3 202216
Strategic Financial Planning, Inc. 16162.80%3.96%8.34%Q4 2019Q3 202316
CERTUITY, LLC 16160.31%0.69%1.19%Q4 2019Q3 202316
Mirae Asset Global Investments Co., Ltd. 16160.06%0.12%0.23%Q1 2017Q4 202016
Soltis Investment Advisors LLC 16160.18%1.09%2.90%Q4 2019Q3 202316
Wade Financial Advisory, Inc 16161.22%2.25%3.80%Q4 2019Q3 202316
AlphaCore Capital LLC 16160.01%0.06%0.28%Q4 2019Q3 202316
Ridgewood Investments LLC 1150.13%0.19%0.24%Q2 2018Q3 202316
Visionary Wealth Advisors 16162.99%3.68%5.34%Q4 2019Q3 202316
McIlrath & Eck, LLC 16160.00%0.55%3.30%Q4 2019Q3 202316
Sterling Investment Advisors, Ltd. 16160.00%0.02%0.04%Q3 2018Q2 202216
SRS Capital Advisors, Inc. 1060.00%0.03%0.06%Q3 2019Q3 202316
BALLAST ADVISORS LLC 16167.68%8.58%11.03%Q4 2019Q3 202316
PACIFIC CAPITAL WEALTH ADVISORS, INC 16161.01%2.03%4.20%Q4 2019Q3 202316
Heritage Wealth Advisors 1420.00%0.00%0.02%Q3 2018Q3 202216
Firestone Capital Management 16161.55%1.88%2.11%Q4 2019Q3 202316
Heartwood Wealth Advisors LLC 16160.06%0.07%0.08%Q4 2019Q3 202316
Center for Financial Planning, Inc. 16160.01%0.01%0.02%Q4 2019Q3 202316
Clearstead Advisors, LLC 1510.00%0.01%0.05%Q4 2018Q3 202316
Ascension Capital Advisors, Inc. 16162.89%3.67%4.55%Q4 2019Q3 202316
Procyon Advisors, LLC 16160.09%0.22%0.40%Q4 2019Q3 202316
Fisher Asset Management, LLC 1010.00%0.00%0.00%Q1 2018Q3 202316
Stonebridge Capital Advisors LLC 1150.00%0.00%0.01%Q2 2019Q3 202316
SevenBridge Financial Group, LLC 810.00%0.20%0.37%Q4 2017Q3 202316
Sugarloaf Wealth Management, LLC 16160.02%0.02%0.03%Q4 2019Q3 202316
QUANTUM CAPITAL MANAGEMENT 1150.01%0.04%0.08%Q2 2013Q3 202016
Curtis Advisory Group, LLC 16160.30%0.65%0.94%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.00%0.00%Q4 2019Q3 202316
MILLENNIUM MANAGEMENT LLC 510.00%0.00%0.01%Q4 2016Q3 202316
Klingman & Associates, LLC 16160.06%0.09%0.11%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.07%0.10%0.14%Q4 2019Q3 202316
Starfire Investment Advisers, Inc. 1060.14%0.22%0.32%Q2 2016Q2 202016
ROPES WEALTH ADVISORS LLC 16160.01%0.01%0.02%Q2 2016Q1 202016
SENTINEL PENSION ADVISORS INC 15150.08%0.13%0.35%Q1 2020Q3 202315
Advisor Group, Inc. 15150.03%0.05%0.06%Q2 2016Q4 201915
SCS Capital Management LLC 15155.42%6.58%7.33%Q1 2020Q3 202315
PARK AVENUE SECURITIES LLC 1410.01%0.07%0.14%Q4 2019Q3 202315
FIRST MANHATTAN CO. LLC. 1410.00%0.00%0.00%Q1 2017Q3 202315
OSAIC HOLDINGS, INC. 15150.05%0.06%0.08%Q1 2020Q3 202315
Sunburst Financial Group, LLC 15150.58%0.78%1.07%Q1 2020Q3 202315
Disciplined Investments, LLC 15150.01%0.01%0.03%Q4 2019Q2 202315
Wealthspire Advisors, LLC 15152.65%3.31%5.05%Q1 2020Q3 202315
Gladstone Institutional Advisory LLC 15150.02%1.83%5.38%Q1 2019Q3 202215
RIVERSEDGE ADVISORS, LLC 15155.58%7.72%10.87%Q1 2020Q3 202315
Williams Jones Wealth Management, LLC. 15150.01%0.01%0.02%Q1 2020Q3 202315
Diversified Trust Co 1410.01%0.01%0.02%Q4 2016Q4 202115
CAPITAL INSIGHT PARTNERS, LLC 15150.07%0.08%0.12%Q1 2020Q3 202315
Traverso Chambers Private Wealth Management, LLC 15154.16%4.47%4.93%Q1 2020Q3 202315
Princeton Global Asset Management LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
Human Investing LLC 15150.14%0.36%0.55%Q4 2018Q2 202215
Sunbelt Securities, Inc. 1320.03%0.68%5.87%Q4 2019Q3 202315
MCIA Inc 1050.36%11.94%24.16%Q2 2017Q4 202115
Laidlaw Wealth Management LLC 15150.24%0.67%1.41%Q4 2019Q2 202315
CAROLINAS WEALTH CONSULTING LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Evanson Asset Management, LLC 15150.09%0.14%0.23%Q1 2020Q3 202315
BLUE SQUARE ASSET MANAGEMENT, LLC 1141.53%5.41%7.68%Q3 2019Q3 202315
TFO Wealth Partners, LLC 1230.00%0.07%0.24%Q4 2019Q3 202315
Avalon Advisory Group 15151.80%2.19%2.69%Q1 2020Q3 202315
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1050.14%0.25%0.54%Q4 2019Q3 202315
Abbrea Capital, LLC 15150.31%0.46%0.67%Q1 2020Q3 202315
OLD MISSION CAPITAL LLC 310.03%0.89%5.98%Q1 2015Q4 202215
Fortis Advisors, LLC 1320.00%0.06%0.16%Q3 2017Q3 202315
HC Advisors, LLC 1410.43%0.76%0.93%Q4 2019Q3 202315
Private Vista, LLC 1410.10%0.14%0.22%Q3 2016Q2 202015
BCS Wealth Management 1411.69%2.09%2.67%Q4 2019Q3 202315
Souders Financial Advisors 15150.76%1.15%2.06%Q1 2020Q3 202315
NORTHWEST WEALTH MANAGEMENT, LLC 15150.09%0.28%0.49%Q1 2020Q3 202315
MSI Financial Services Inc 15150.01%0.03%0.06%Q2 2013Q4 201615
JONES FINANCIAL COMPANIES LLLP 15150.03%0.04%0.07%Q1 2020Q3 202315
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
PEAPACK GLADSTONE FINANCIAL CORP 15150.28%0.36%0.44%Q1 2020Q3 202315
IRON Financial LLC 920.11%0.14%0.26%Q1 2019Q3 202315
REGENTATLANTIC CAPITAL LLC 15150.03%5.28%11.42%Q1 2019Q3 202215
GEODE CAPITAL MANAGEMENT, LLC 15150.00%0.00%0.01%Q2 2018Q4 202115
MADDEN SECURITIES Corp 1410.69%0.88%1.06%Q4 2019Q3 202315
Legacy Private Trust Co. 15150.15%0.52%1.04%Q1 2020Q3 202315
SWS Partners 514.92%5.54%6.59%Q4 2017Q3 202315
CWH Capital Management, Inc. 15150.15%5.55%10.84%Q2 2017Q4 202015
CreativeOne Wealth, LLC 1410.08%0.43%0.63%Q1 2019Q2 202315
Rosenberg Matthew Hamilton 15150.06%1.67%2.53%Q1 2020Q3 202315
Retirement Group, LLC 1410.24%0.34%0.52%Q4 2019Q3 202315
FIDUCIARY TRUST CO 15150.03%0.03%0.05%Q1 2020Q3 202315
Kavar Capital Partners, LLC 820.02%1.59%3.87%Q4 2013Q3 202015
Cedar Mountain Advisors, LLC 15150.00%0.63%4.58%Q4 2019Q2 202315
MidWestOne Financial Group, Inc. 1310.11%0.23%0.56%Q1 2020Q3 202314
Lehman & Derafelo Financial Resources LLC 1220.00%0.01%0.02%Q4 2018Q3 202214
Focused Wealth Management, Inc 1310.00%0.01%0.02%Q4 2015Q3 202314
Crestone Asset Management LLC 14140.08%0.11%0.14%Q2 2020Q3 202314
DAVIDSON INVESTMENT ADVISORS 14140.04%0.04%0.05%Q3 2017Q4 202014
Nelson Capital Management, LLC 14140.18%0.32%0.56%Q2 2020Q3 202314
Financial Advisory Group 860.06%0.90%2.42%Q4 2015Q3 202314
EXENCIAL WEALTH ADVISORS, LLC 860.23%0.35%0.56%Q1 2020Q3 202314
Asset Planning Services, Ltd. 1310.01%0.12%0.17%Q2 2017Q4 202114
Gainplan LLC 14140.14%0.32%0.78%Q1 2019Q2 202214
MANUFACTURERS LIFE INSURANCE COMPANY, THE 860.00%0.00%0.00%Q1 2015Q3 201814
STRATEGIC CAPITAL ADVISERS, INC. 1310.25%0.36%0.87%Q4 2017Q2 202214
Bridgewater Advisors Inc. 1130.09%0.24%0.61%Q4 2013Q3 202314
Commonwealth Equity Services, Inc 14140.01%0.02%0.03%Q2 2014Q3 201714
D.A. DAVIDSON & CO. 910.00%0.01%0.03%Q1 2014Q4 202114
GARRISON POINT ADVISORS, LLC 14140.21%0.39%0.66%Q2 2020Q3 202314
Redhawk Wealth Advisors, Inc. 1040.07%1.38%4.34%Q3 2018Q2 202314
ENTERPRISE FINANCIAL SERVICES CORP 14140.04%0.80%1.64%Q1 2019Q2 202214
GREAT VALLEY ADVISOR GROUP, INC. 1010.02%0.26%0.60%Q2 2019Q3 202314
Halpern Financial, Inc. 950.00%0.02%0.22%Q4 2019Q3 202314
Grant Street Asset Management, Inc. 14140.42%1.07%1.76%Q2 2020Q3 202314
Cranbrook Wealth Management, LLC 14140.60%1.40%2.83%Q2 2020Q3 202314
IHT Wealth Management, LLC 1210.00%0.02%0.03%Q4 2016Q3 202314
Edge Capital Group, LLC 14140.03%0.04%0.04%Q4 2018Q1 202214
Global Trust Asset Management, LLC 14140.01%0.01%0.01%Q4 2018Q1 202214
PATTON ALBERTSON MILLER GROUP, LLC 1310.01%0.16%0.32%Q3 2018Q2 202214
BRANDYWINE OAK PRIVATE WEALTH LLC 14142.79%6.56%11.02%Q2 2020Q3 202314
MAI Capital Management 1220.01%0.07%0.33%Q2 2019Q3 202314
Miracle Mile Advisors, LLC 1310.02%0.59%2.32%Q3 2018Q3 202314
NWK Group, Inc. 770.00%0.00%0.00%Q1 2020Q3 202314
Sunflower Bank, N.A. 14140.08%0.25%0.70%Q2 2020Q3 202314
Ellis Investment Partners, LLC 14140.00%0.01%0.03%Q2 2019Q3 202214
DEUTSCHE BANK AG\ 610.00%0.00%0.00%Q2 2018Q4 202213
Smith, Salley & Associates 1210.02%0.05%0.07%Q2 2014Q3 202313
CULLEN/FROST BANKERS, INC. 1210.00%0.00%0.00%Q1 2019Q2 202213
VSR Financial Services, Inc. 13130.07%0.39%0.86%Q2 2013Q2 201613
FIFTH THIRD SECURITIES, INC. 760.08%0.57%1.38%Q2 2016Q3 202313
RAND WEALTH, LLC 13130.37%0.48%1.04%Q3 2015Q3 201813
Valmark Advisers, Inc. 13130.01%0.03%0.09%Q3 2020Q3 202313
Ballentine Partners, LLC 13130.02%0.03%0.05%Q3 2020Q3 202313
Hochman Cole Investment Advisors, Inc. 13130.15%0.48%0.88%Q3 2018Q3 202113
Linscomb & Williams, Inc. 13130.02%0.02%0.03%Q3 2020Q3 202313
GeoWealth Management, LLC 1210.05%0.08%0.13%Q3 2019Q2 202313
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 620.01%1.75%7.02%Q3 2016Q1 202013
WHITTIER TRUST CO 1210.00%0.00%0.00%Q1 2019Q3 202313
Patten Group, Inc. 13130.00%0.01%0.02%Q4 2015Q4 201813
True North Advisors, LLC 620.09%0.19%0.41%Q4 2019Q3 202313
BAR HARBOR TRUST SERVICES 13130.26%0.34%0.44%Q2 2013Q2 201613
Beacon Wealthcare, Inc 13130.93%1.16%1.46%Q4 2017Q4 202013
KEYBANK NATIONAL ASSOCIATION/OH 1210.00%0.00%0.02%Q1 2020Q3 202313
Ausdal Financial Partners, Inc. 13130.05%0.06%0.07%Q3 2020Q3 202313
Intercontinental Wealth Advisors, LLC 530.02%0.04%0.07%Q4 2018Q2 202313
Indie Asset Partners, LLC 1210.25%0.70%0.96%Q4 2019Q1 202313
Elmwood Wealth Management, Inc. 710.01%0.07%0.13%Q1 2018Q4 202113
Integrated Wealth Concepts LLC 13130.04%0.12%0.25%Q3 2020Q3 202313
Pathway Financial Advisors LLC 1030.07%0.54%0.91%Q4 2017Q3 202313
CCG WEALTH MANAGEMENT, LLC 850.19%2.40%8.12%Q4 2018Q3 202313
Jackson Creek Investment Advisors LLC 13130.76%0.97%1.18%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.03%0.04%0.10%Q3 2020Q3 202313
HBW ADVISORY SERVICES LLC 13130.19%0.23%0.33%Q3 2020Q3 202313
Concert Wealth Management Inc. 760.00%0.30%2.23%Q2 2014Q3 201713
DDD Partners, LLC 12120.06%0.10%0.12%Q3 2018Q2 202112
TFC Financial Management, Inc. 12120.03%0.04%0.06%Q4 2020Q3 202312
Mariner Wealth Advisors-Cincinnati, LLC 12120.71%1.31%1.75%Q4 2015Q3 201812
Greenhouse Wealth Management, LLC 12121.02%1.30%1.50%Q4 2020Q3 202312
ACT WEALTH MANAGEMENT, LLC 121214.46%15.41%16.95%Q4 2020Q3 202312
Sowell Financial Services LLC 1010.03%0.06%0.23%Q4 2018Q1 202312
Marshall Financial Group LLC 12120.11%0.15%0.20%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.03%0.08%0.14%Q4 2018Q3 202112
Waterfront Wealth Inc. 12120.08%0.12%0.17%Q4 2020Q3 202312
ACG Wealth 12120.15%0.26%0.36%Q1 2017Q4 201912
Gateway Advisory, LLC 1110.10%3.25%4.24%Q2 2013Q4 201712
Renaissance Technologies 310.00%0.00%0.01%Q1 2018Q1 202312
1900 WEALTH MANAGEMENT LLC 12120.19%0.25%0.28%Q4 2020Q3 202312
SAGE FINANCIAL GROUP INC 660.03%0.05%0.07%Q3 2019Q3 202312
Golden State Wealth Management, LLC 930.06%0.09%0.14%Q1 2019Q1 202212
REGIONS FINANCIAL CORP 610.00%0.00%0.01%Q4 2017Q2 202212
West Financial Advisors, LLC 12120.01%0.03%0.05%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.06%0.07%0.11%Q4 2020Q3 202312
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 12121.17%1.77%2.21%Q4 2020Q3 202312
Johnson Bixby & Associates, LLC 12120.45%0.61%0.76%Q4 2020Q3 202312
Facet Wealth, Inc. 12120.05%0.31%0.91%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.09%0.10%0.12%Q4 2020Q3 202312
Sightline Wealth Advisors, LLC 12120.20%7.13%8.50%Q4 2020Q3 202312
Berman Capital Advisors, LLC 12120.01%0.02%0.03%Q4 2018Q3 202112
Bond & Devick Financial Network, Inc. 12122.26%2.54%3.28%Q4 2020Q3 202312
ROWLAND CARMICHAEL ADVISORS INC /ADV 930.00%4.21%6.21%Q1 2016Q4 202012
KAVAR CAPITAL PARTNERS GROUP, LLC 12123.08%3.76%4.61%Q4 2020Q3 202312
Key FInancial Inc 12120.00%0.02%0.04%Q4 2020Q3 202312
Everhart Financial Group, Inc. 12120.09%0.21%0.36%Q4 2020Q3 202312
Johnson Financial Group, LLC 660.09%1.36%9.68%Q4 2018Q3 202312
Hudock, Inc. 12120.01%0.03%0.07%Q4 2019Q3 202212
RMB Capital Management, LLC 930.01%0.03%0.09%Q4 2017Q3 202312
PREMIER ASSET MANAGEMENT LLC 1010.04%0.06%0.08%Q2 2017Q4 202112
Main Street Financial Solutions, LLC 12121.02%1.41%1.72%Q4 2020Q3 202312
Southern Wealth Management, LLP 1020.05%0.09%0.14%Q4 2019Q1 202312
Curi Wealth Management, LLC 12121.68%2.81%4.02%Q4 2020Q3 202312
Blossom Wealth Management 12124.66%6.42%10.87%Q4 2020Q3 202312
Triangle Securities Wealth Management 12120.13%0.35%2.18%Q2 2013Q1 201612
Beacon Wealthcare LLC 12121.26%1.41%1.54%Q1 2021Q4 202312
Signet Investment Advisory Group, Inc. 12124.57%5.01%5.65%Q4 2020Q3 202312
Capstone Triton Financial Group, LLC 12120.22%0.28%0.77%Q4 2020Q3 202312
Destiny Wealth Partners, LLC 12120.06%0.13%0.18%Q4 2020Q3 202312
JUNCTURE WEALTH STRATEGIES, LLC 610.13%1.59%5.40%Q3 2015Q3 202312
Camelot Portfolios, LLC 1020.12%0.18%0.22%Q4 2018Q2 202212
IEQ CAPITAL, LLC 1110.02%0.04%0.08%Q4 2019Q3 202312
Berger Financial Group, Inc 12120.66%1.50%2.53%Q4 2020Q3 202312
Brookstone Capital Management 1020.01%0.02%0.03%Q2 2015Q3 202312
BBR PARTNERS, LLC 840.11%0.25%0.42%Q4 2017Q1 202112
OAK FAMILY ADVISORS, LLC 12120.60%0.74%1.17%Q4 2020Q3 202312
Delphi Private Advisors LLC 12120.35%1.10%3.06%Q4 2015Q3 201812
WEALTHSOURCE PARTNERS, LLC 12120.20%1.04%2.00%Q2 2017Q1 202012
THRIVENT FINANCIAL FOR LUTHERANS 12120.00%0.02%0.08%Q4 2020Q3 202312
Spotlight Asset Group, Inc. 810.17%0.22%0.31%Q4 2019Q3 202312
Arete Wealth Advisors, LLC 440.02%0.06%0.11%Q1 2018Q2 202212
Secrest Blakey & Associates, LLC 12120.03%0.31%0.50%Q4 2017Q3 202012
JBJ Investment Partners, LLC 12128.34%12.19%13.94%Q1 2019Q4 202112
Sonora Investment Management, LLC 810.00%0.00%0.01%Q3 2015Q3 202112
DHJJ Financial Advisors, Ltd. 12120.87%0.95%1.05%Q4 2020Q3 202312
BCK Partners, Inc. 12123.56%4.35%5.19%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
WealthShield Partners, LLC 810.00%2.31%6.13%Q1 2019Q3 202312
Foster Group, Inc. 12120.13%0.16%0.24%Q4 2020Q3 202312
COLLECTIVE FAMILY OFFICE LLC 12120.14%0.28%0.34%Q4 2020Q3 202312
Freestone Capital Holdings, LLC 930.00%0.07%0.17%Q3 2020Q3 202312
Sabal Trust CO 12120.02%0.03%0.03%Q4 2020Q3 202312
GREENWOOD GEARHART INC 11110.08%0.10%0.13%Q1 2021Q3 202311
TAP Consulting, LLC 11110.37%0.62%0.81%Q1 2021Q3 202311
Arkadios Wealth Advisors 810.00%0.03%0.09%Q4 2019Q3 202311
Koss-Olinger Consulting, LLC 11110.11%0.21%0.84%Q1 2021Q3 202311
Paradigm, Strategies in Wealth Management, LLC 11110.08%6.66%16.22%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.01%0.02%Q1 2021Q3 202311
GSB Wealth Management, LLC 11111.09%1.69%2.84%Q1 2021Q3 202311
Avion Wealth 1010.00%0.03%0.06%Q1 2020Q3 202311
Strategic Wealth Partners, Ltd. 620.00%0.05%0.12%Q4 2017Q4 202211
Lowe Wealth Advisors, LLC 830.00%0.01%0.05%Q2 2019Q4 202311
TRUEWEALTH LLC 11110.59%1.50%2.76%Q4 2017Q2 202011
Robbins Farley 11110.01%1.09%3.79%Q1 2021Q3 202311
Lenox Wealth Advisors, LLC 11110.00%0.03%0.04%Q3 2019Q1 202211
Cadence Wealth Management LLC 11110.25%0.45%0.69%Q1 2021Q3 202311
LexAurum Advisors, LLC 11110.06%0.17%0.22%Q4 2020Q2 202311
Qube Research & Technologies Ltd 510.00%0.00%0.02%Q4 2019Q3 202311
ASSETMARK, INC 710.00%0.00%0.00%Q4 2015Q3 202311
Oldfather Financial Services, LLC 11110.18%0.23%0.25%Q1 2021Q3 202311
Ameritas Investment Company, LLC 11110.02%0.07%0.15%Q1 2019Q3 202111
Steinberg Global Asset Management 650.08%0.15%0.35%Q2 2013Q1 201911
WASHINGTON TRUST Co 11110.00%0.00%0.01%Q1 2021Q3 202311
VALENTINE VENTURES LLC 740.22%0.29%0.38%Q2 2015Q3 201911
Arcus Capital Partners, LLC 1010.05%0.67%1.30%Q2 2019Q4 202211
Efficient Market Advisors, LLC 11110.02%0.05%0.09%Q2 2013Q4 201511
RFG Advisory, LLC 11110.02%0.06%0.16%Q1 2021Q3 202311
MERITAGE PORTFOLIO MANAGEMENT 11110.02%0.02%0.04%Q1 2021Q3 202311
LIBERTY WEALTH MANAGEMENT LLC 1010.00%0.07%0.64%Q2 2019Q1 202311
MATHER GROUP, LLC. 1010.01%0.01%0.07%Q3 2019Q3 202311
Planned Solutions, Inc. 740.44%0.48%0.63%Q3 2020Q2 202311
Cutler Group LLC / CA 410.00%0.00%0.00%Q4 2015Q3 202311
WOLFF WIESE MAGANA LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Haverford Trust Co 11110.00%0.00%0.01%Q1 2021Q3 202311
PALLADIEM, LLC 11110.36%4.28%7.92%Q1 2021Q3 202311
Cohen Klingenstein LLC 11110.11%0.18%0.22%Q1 2019Q3 202111
Ten Capital Wealth Advisors, LLC 11110.00%0.04%0.10%Q3 2020Q1 202311
Ensemble Capital Management 11110.08%0.21%0.38%Q3 2014Q1 201711
McKinley Carter Wealth Services, Inc. 11110.61%0.80%1.16%Q1 2021Q3 202311
Faithward Advisors, LLC 1010.00%0.07%0.26%Q4 2019Q3 202311
Hoover Financial Advisors, Inc. 11110.16%0.29%0.56%Q4 2018Q2 202111
Silicon Hills Wealth Management, LLC 11110.18%0.56%0.79%Q4 2019Q2 202211
BB&T SECURITIES, LLC 11110.00%0.01%0.01%Q1 2017Q3 201911
Oakworth Capital, Inc. 11110.04%0.06%0.08%Q4 2013Q2 201611
BADGLEY PHELPS & BELL INC 610.01%0.05%0.27%Q4 2016Q2 202111
LifePlan Financial Group, Inc 11110.00%0.00%0.02%Q1 2018Q3 202011
Capital Investment Advisors, LLC 410.01%0.01%0.02%Q3 2016Q4 202311
Blackhawk Capital Partners LLC. 510.20%1.52%4.89%Q4 2017Q3 202311
Founders Capital Management 910.00%0.78%2.19%Q2 2017Q2 202211
Cornerstone Wealth Advisors, Inc. 11112.40%2.81%3.32%Q1 2021Q3 202311
Founders Financial Alliance, LLC 710.00%0.02%0.09%Q3 2020Q3 202310
Huber Financial Advisors, LLC 10100.35%0.99%2.53%Q4 2017Q1 202010
Sullivan, Bruyette, Speros & Blaney, LLC 10100.08%0.30%0.47%Q4 2018Q1 202110
BAKER TILLY WEALTH MANAGEMENT, LLC 10100.02%0.06%0.12%Q2 2021Q3 202310
EVERMAY WEALTH MANAGEMENT LLC 10100.01%0.18%0.28%Q2 2021Q3 202310
Summit Trail Advisors, LLC 820.01%0.02%0.06%Q4 2017Q3 202310
Covenant Multifamily Offices, LLC 10100.25%0.53%1.15%Q2 2019Q3 202110
GPS Wealth Strategies Group, LLC 730.00%0.00%0.01%Q1 2021Q3 202310
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 10101.45%3.28%7.36%Q4 2017Q1 202010
DUBUQUE BANK & TRUST CO 10100.00%0.00%0.00%Q1 2014Q2 201610
KINGS POINT CAPITAL MANAGEMENT 910.01%0.02%0.08%Q4 2017Q1 202210
Wealthcare Advisory Partners LLC 610.00%0.01%0.03%Q3 2017Q1 202110
Parkside Advisors LLC 10100.11%0.42%0.62%Q1 2020Q2 202210
Spectrum Management Group, LLC 640.00%0.00%0.01%Q4 2019Q3 202210
EPG Wealth Management LLC 520.00%0.03%0.06%Q4 2019Q3 202310
Apella Capital, LLC 730.06%0.10%0.14%Q2 2021Q4 202310
Jacobi Capital Management LLC 610.00%0.02%0.14%Q2 2018Q3 202310
Rappaport Reiches Capital Management, LLC 10100.45%0.96%1.63%Q2 2021Q3 202310
HORAN CAPITAL MANAGEMENT 10100.02%0.03%0.04%Q2 2017Q3 201910
SVB Investment Services Inc. 101011.99%15.14%16.82%Q4 2019Q1 202210
JFG Wealth Management, LLC 610.01%1.05%5.54%Q4 2018Q3 202210
PDS Planning, Inc 730.00%0.02%0.03%Q1 2021Q3 202310
Tatro Capital, LLC 10100.36%1.55%5.77%Q4 2019Q1 202210
OPPENHEIMER ASSET MANAGEMENT INC. 610.00%0.00%0.01%Q1 2017Q3 202310
Future Financial Wealth Managment LLC 10102.19%2.95%3.72%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.09%0.20%0.43%Q1 2021Q3 202310
Ranch Capital Advisors Inc. 730.02%0.22%0.36%Q1 2021Q3 202310
DRW Securities, LLC 310.02%0.15%0.52%Q1 2020Q3 202310
MID CONTINENT CAPITAL LLC/IL 10100.04%0.06%0.08%Q2 2013Q3 201510
Blue Barn Wealth, LLC 10105.28%5.88%6.58%Q2 2021Q3 202310
Northern Capital Management, Inc. 730.17%0.27%0.39%Q4 2020Q2 202310
Goodman Financial Corp 10100.12%0.25%0.44%Q1 2018Q2 202010
Prospera Financial Services Inc 310.01%0.01%0.02%Q3 2019Q2 202310
MOTIVE WEALTH ADVISORS 10101.51%2.00%2.46%Q2 2021Q3 202310
Perennial Advisors, LLC 510.00%0.02%0.03%Q2 2017Q2 202110
Aberdeen Wealth Management LLC 820.00%0.00%0.00%Q4 2020Q3 202310
Sage Financial Management Group, Inc. 611.22%4.20%8.90%Q4 2020Q3 202310
HC FINANCIAL ADVISORS INC 10100.00%0.00%0.00%Q1 2020Q2 202210
Adams Chetwood Wealth Management LLC 10106.85%9.50%10.68%Q4 2019Q1 202210
Cresset Asset Management, LLC 10100.01%0.39%1.51%Q2 2021Q3 202310
AdvicePeriod, LLC 10100.35%2.05%3.11%Q4 2017Q1 202010
PRUDENTIAL FINANCIAL INC 430.00%0.00%0.00%Q4 2020Q3 202310
Crewe Advisors LLC 10100.04%0.04%0.06%Q2 2021Q3 202310
ADIRONDACK TRUST CO 730.00%0.01%0.04%Q4 2015Q3 202210
EVERETT HARRIS & CO /CA/ 10100.00%0.00%0.01%Q2 2021Q3 202310
QS Investors, LLC 730.00%0.00%0.00%Q2 2016Q4 201810
Baystate Wealth Management LLC 710.00%0.01%0.01%Q4 2018Q3 202310
BINGHAM OSBORN & SCARBOROUGH LLC 520.02%0.03%0.04%Q4 2018Q3 202110
YHB Investment Advisors, Inc. 910.02%0.23%0.30%Q3 2020Q2 202310
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 10100.17%1.85%2.82%Q4 2017Q1 202010
Horan Securities, Inc. 730.00%0.04%0.10%Q4 2020Q2 202310
HM PAYSON & CO 10100.00%0.00%0.00%Q1 2021Q2 202310
SevenOneSeven Capital Management 10105.94%7.28%8.93%Q2 2021Q3 202310
Whitcomb & Hess, Inc. 10100.19%0.41%0.71%Q2 2021Q3 202310
HRT FINANCIAL LP 410.00%0.10%0.47%Q4 2016Q3 202310
Mokosak Advisory Group, LLC 995.87%6.75%7.94%Q4 2017Q4 20199
Van Hulzen Asset Management, LLC 610.03%0.07%0.10%Q4 2018Q2 20229
Wagner Wealth Management, LLC 540.00%0.01%0.02%Q4 2017Q3 20239
Lenox Wealth Management, Inc. 630.00%0.02%0.04%Q4 2017Q2 20209
Pacific Center for Financial Services 810.00%0.00%0.01%Q2 2017Q3 20219
WADE G W & INC 540.03%0.05%0.08%Q2 2021Q3 20239
SMITH HAYES Advisers, Inc 990.23%0.36%0.50%Q1 2014Q1 20169
361 CAPITAL LLC 990.31%0.54%1.05%Q2 2018Q2 20209
Voya Financial Advisors, Inc. 990.01%0.02%0.03%Q1 2018Q1 20209
Nicholas Hoffman & Company, LLC. 630.01%0.24%0.59%Q4 2017Q3 20239
BBVA USA Bancshares, Inc. 810.00%0.27%0.35%Q2 2013Q4 20199
ASSET ADVISORS CORP 990.02%0.45%0.80%Q2 2016Q2 20189
RBA Wealth Management, LLC 810.10%0.12%0.14%Q4 2020Q3 20239
Badgley Phelps Wealth Managers, LLC 990.01%0.02%0.05%Q3 2021Q3 20239
Ledyard National Bank 810.00%0.05%0.24%Q1 2014Q4 20189
U.S. Capital Wealth Advisors, LLC 990.01%0.01%0.02%Q3 2021Q3 20239
Trutina Financial LLC 810.01%0.69%1.28%Q1 2014Q4 20169
OptiFour Integrated Wealth Management, LLC 992.96%3.47%3.89%Q4 2017Q4 20199
Strategic Blueprint, LLC 710.01%0.03%0.06%Q3 2019Q3 20239
Regal Investment Advisors LLC 720.00%0.01%0.02%Q2 2013Q3 20159
Seneca House Advisors 990.20%0.33%0.44%Q4 2017Q4 20199
Kozak & Associates, Inc. 990.01%0.02%0.03%Q3 2021Q3 20239
Capital Advisory Group Advisory Services, LLC 990.00%0.01%0.06%Q1 2018Q1 20209
Pinnacle Summer Investments, Inc. 810.00%0.00%0.00%Q2 2013Q3 20159
Newman & Schimel, LLC 990.14%0.30%0.39%Q4 2020Q4 20229
Equitable Holdings, Inc. 630.01%0.01%0.03%Q4 2019Q3 20239
Lesa Sroufe & Co 630.20%0.28%0.32%Q4 2020Q2 20239
MONUMENTAL FINANCIAL GROUP INC. 993.00%4.37%5.65%Q2 2021Q2 20239
FFT WEALTH MANAGEMENT LLC 991.11%2.23%3.38%Q3 2021Q3 20239
Stanford Investment Group, Inc. 990.01%0.01%0.01%Q4 2014Q4 20169
Capital Asset Advisory Services LLC 990.00%0.01%0.02%Q4 2019Q4 20219
Sand Hill Global Advisors, LLC 990.11%0.13%0.16%Q3 2021Q3 20239
Trinity Financial Advisors LLC 810.21%0.60%1.24%Q4 2020Q3 20239
Westshore Wealth, LLC 990.10%0.24%0.36%Q2 2021Q2 20239
CGN Advisors LLC 990.05%0.14%0.49%Q4 2021Q4 20239
Friedenthal Financial 810.26%0.33%0.66%Q4 2013Q4 20179
Well Done, LLC 990.05%0.06%0.07%Q3 2021Q3 20239
Kathmere Capital Management, LLC 610.04%0.63%1.19%Q4 2019Q3 20239
Raub Brock Capital Management LP 540.04%0.06%0.15%Q4 2017Q2 20209
Essex LLC 991.73%1.96%2.58%Q3 2021Q3 20239
Tenret Co LLC 991.12%1.88%4.04%Q2 2021Q2 20239
Roberts Wealth Advisors, LLC 990.53%1.16%1.79%Q3 2021Q3 20239
AlphaStar Capital Management, LLC 710.02%0.55%3.16%Q2 2017Q3 20219
IAG Wealth Partners, LLC 720.00%0.02%0.03%Q4 2019Q3 20239
Tiller Private Wealth, Inc. 997.15%8.85%9.75%Q1 2018Q1 20209
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 610.01%0.65%1.05%Q4 2018Q3 20239
HYMAN CHARLES D 990.02%0.02%0.02%Q2 2020Q2 20229
Element Wealth, LLC 810.02%0.02%0.03%Q2 2021Q3 20239
Five Oceans Advisors 992.56%3.92%7.22%Q3 2021Q3 20239
Opes Advisors Inc 991.97%2.82%3.52%Q4 2016Q4 20189
Lebenthal Global Advisors, LLC 720.07%0.13%0.18%Q4 2020Q1 20239
Revolve Wealth Partners, LLC 884.07%4.40%4.71%Q4 2021Q3 20238
NewEdge Advisors, LLC 410.00%0.01%0.02%Q3 2020Q3 20238
Upper Left Wealth Management, LLC 883.69%4.27%4.71%Q4 2021Q3 20238
Guardian Wealth Management, Inc. 880.19%0.31%0.44%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.07%0.25%0.45%Q4 2021Q3 20238
Operose Advisors LLC 881.05%1.24%1.59%Q4 2021Q3 20238
Integrated Wealth Management 440.09%0.24%0.44%Q1 2015Q1 20178
Beaird Harris Wealth Management, LLC 880.09%0.25%0.62%Q4 2021Q3 20238
Kearns & Associates LLC 880.88%1.00%1.10%Q4 2021Q3 20238
Kathleen S. Wright Associates Inc. 880.38%1.14%1.73%Q4 2021Q3 20238
AHL INVESTMENT MANAGEMENT, INC. 881.20%1.65%1.90%Q4 2021Q3 20238
Leverty Financial Group, LLC 8818.83%23.06%27.46%Q4 2021Q3 20238
KCM INVESTMENT ADVISORS LLC 410.01%0.01%0.02%Q3 2014Q3 20218
Missouri Trust & Investment Co 880.00%0.01%0.02%Q4 2021Q3 20238
ARBOR CAPITAL MANAGEMENT INC /ADV 880.29%0.34%0.41%Q4 2021Q3 20238
OLD NATIONAL BANCORP /IN/ 510.00%0.03%0.11%Q1 2015Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.12%0.14%0.16%Q2 2013Q1 20158
AIRE ADVISORS, LLC 880.54%0.75%1.13%Q4 2021Q3 20238
Darrow Company, Inc. 880.32%0.44%0.59%Q4 2021Q3 20238
Fortress Wealth Management, Inc. 881.03%2.61%6.03%Q4 2021Q3 20238
Von Berge Wealth Management Group, LLC 881.96%2.26%2.43%Q4 2021Q3 20238
Gratus Capital, LLC 710.04%1.81%2.40%Q4 2018Q4 20208
Evolution Advisers, Inc. 880.00%0.13%0.21%Q4 2021Q3 20238
HB Wealth Management, LLC 880.27%0.51%0.68%Q4 2021Q3 20238
LGL PARTNERS, LLC 881.50%2.66%4.77%Q4 2021Q3 20238
Silver Oak Advisory Group, Inc. 880.26%0.33%0.40%Q4 2021Q3 20238
Blooom, Inc. 881.01%1.38%2.08%Q4 2020Q3 20228
PIN OAK INVESTMENT ADVISORS INC 880.00%0.00%0.00%Q3 2020Q2 20228
Econ Financial Services Corp 411.07%3.65%7.97%Q4 2018Q3 20238
Intergy Private Wealth, LLC 883.84%4.14%4.90%Q4 2021Q3 20238
Barden Capital Management, Inc. 883.80%4.29%4.55%Q4 2021Q3 20238
Shearwater Capital LLC 880.20%0.24%0.26%Q4 2021Q3 20238
Jefferies Group LLC 880.00%0.00%0.00%Q1 2017Q4 20188
Index Fund Advisors, Inc. 880.03%0.03%0.06%Q4 2021Q3 20238
CAPITAL PERFORMANCE ADVISORS LLP 880.42%0.46%0.48%Q4 2021Q3 20238
ETF Store, Inc. 880.40%0.52%0.68%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Orcam Financial Group 884.89%5.64%7.22%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
Morling Financial Advisors, LLC 880.18%0.27%0.50%Q4 2021Q3 20238
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 410.01%0.02%0.04%Q4 2014Q3 20238
GPWM LLC 880.00%0.01%0.02%Q4 2021Q3 20238
Resolute Advisors LLC 880.00%0.00%0.01%Q4 2020Q3 20228
Congress Wealth Management LLC / DE / 880.09%0.14%0.16%Q4 2021Q3 20238
Consilium Wealth Advisory, LLC 880.31%0.51%1.05%Q4 2021Q3 20238
Cassady Schiller Wealth Management, LLC 880.64%0.75%0.93%Q4 2021Q3 20238
Filbrandt Wealth Management, LLC 880.30%0.61%0.76%Q4 2019Q3 20218
Wedmont Private Capital 880.05%0.57%1.00%Q4 2021Q3 20238
Wilson & Boucher Capital Management, LLC 880.92%1.00%1.06%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.01%0.01%0.02%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
Plancorp, LLC 410.01%0.06%0.13%Q3 2019Q3 20238
PATTEN & PATTEN INC/TN 620.02%0.02%0.02%Q4 2020Q3 20238
Rainsberger Wealth Advisors, Inc. 885.42%6.01%6.38%Q4 2021Q3 20238
MARYLAND CAPITAL ADVISORS INC. 880.00%0.01%0.01%Q4 2021Q3 20238
Quent Capital, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Bell Investment Advisors, Inc 621.79%1.93%2.32%Q3 2021Q3 20238
FirstPurpose Wealth LLC 880.14%0.22%0.39%Q4 2021Q3 20238
Clay Northam Wealth Management, LLC 881.18%1.48%1.75%Q4 2021Q3 20238
Brooklyn FI, LLC 880.51%1.13%2.24%Q4 2021Q3 20238
My Personal CFO, LLC 880.36%0.45%0.57%Q4 2021Q3 20238
Leo H. Evart, Inc. 880.55%0.63%0.76%Q4 2021Q3 20238
Level Financial Advisors 880.00%0.03%0.08%Q4 2021Q3 20238
Adams Wealth Management 880.29%0.86%1.06%Q2 2020Q1 20228
Flower City Capital 881.10%5.33%13.07%Q4 2021Q3 20238
Watermark Asset Management, Inc. 882.21%2.40%2.55%Q1 2017Q4 20188
EverSource Wealth Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Brickley Wealth Management 410.09%0.21%0.32%Q3 2019Q3 20238
Slow Capital, Inc. 880.12%0.15%0.18%Q1 2018Q4 20198
Rollins Financial 880.08%0.13%0.17%Q4 2021Q3 20238
Compass Advisory Group LLC 880.35%2.74%5.67%Q4 2021Q3 20238
Orion Portfolio Solutions, LLC 530.00%0.01%0.02%Q4 2019Q3 20238
Thrive Wealth Management, LLC 880.42%1.05%1.65%Q4 2021Q3 20238
Boyd Wealth Management, LLC 884.58%8.59%14.38%Q4 2021Q3 20238
WARNER FINANCIAL, INC 880.55%1.21%1.62%Q4 2021Q3 20238
Virtu KCG Holdings LLC 410.01%0.04%0.18%Q3 2013Q2 20178
Powers Advisory Group, LLC 883.36%3.65%4.01%Q4 2021Q3 20238
Baldwin Investment Management, LLC 620.04%0.05%0.07%Q1 2021Q3 20238
Avidian Wealth Solutions, LLC 880.02%0.18%0.65%Q4 2021Q3 20238
Oakwell Private Wealth Management, LLC 880.12%0.26%0.48%Q4 2020Q3 20228
Stokes Capital Advisors, LLC 880.13%0.51%0.89%Q4 2017Q3 20198
Leeward Financial Partners, LLC 883.16%3.42%3.54%Q4 2021Q3 20238
ALBION FINANCIAL GROUP /UT 710.00%0.00%0.00%Q4 2020Q4 20228
SteelPeak Wealth, LLC 710.03%0.33%2.33%Q4 2019Q4 20228
Ameritas Investment Partners, Inc. 530.00%0.03%0.05%Q1 2020Q3 20238
Richard P Slaughter Associates Inc 880.08%0.17%0.34%Q4 2019Q3 20218
LTG Capital LLC 880.65%0.93%2.30%Q4 2021Q3 20238
InterOcean Capital Group, LLC 710.01%0.01%0.02%Q4 2020Q3 20238
Benchmark Financial Wealth Advisors, LLC 881.48%6.91%11.62%Q4 2021Q3 20238
Annex Advisory Services, LLC 880.04%0.08%0.10%Q4 2020Q3 20228
Journey Advisory Group, LLC 880.18%0.25%0.32%Q4 2020Q3 20228
Crew Capital Management, Ltd. 880.42%0.47%0.52%Q1 2021Q4 20228
SYNOVUS FINANCIAL CORP 880.00%0.00%0.00%Q2 2018Q1 20208
Voit & Company, LLC 880.78%0.90%1.13%Q4 2018Q3 20208
MORRIS FINANCIAL CONCEPTS, INC. 880.04%0.08%0.12%Q4 2021Q3 20238
Boston Trust Walden Corp 440.00%0.00%0.00%Q3 2021Q3 20238
Hexagon Capital Partners LLC 620.00%0.02%0.04%Q2 2021Q3 20238
WEALTH MANAGEMENT RESOURCES, INC. 880.57%2.56%14.56%Q4 2021Q3 20238
SAGE RHINO CAPITAL LLC 440.06%0.07%0.07%Q2 2021Q3 20238
Johnson Financial Group, Inc. 620.00%0.00%0.00%Q1 2021Q3 20238
MONOGRAPH WEALTH ADVISORS, LLC 880.10%0.13%0.15%Q4 2021Q3 20238
MONEY CONCEPTS CAPITAL CORP 620.00%0.01%0.01%Q4 2020Q1 20238
Vise Technologies, Inc. 880.10%0.20%0.26%Q4 2021Q3 20238
M&T BANK CORP 530.00%0.00%0.01%Q2 2020Q2 20238
Capital Planning LLC 440.49%1.66%3.05%Q4 2020Q3 20238
RE Dickinson Investment Advisors, LLC 880.24%1.12%1.92%Q4 2021Q3 20238
Bellwether Advisors, LLC 880.00%0.00%0.00%Q1 2021Q4 20228
TD Capital Management LLC 530.00%0.00%0.01%Q2 2021Q3 20238
CBIZ Investment Advisory Services, LLC 880.00%0.03%0.24%Q4 2019Q3 20218
John W. Brooker & Co., CPAs 880.00%0.01%0.01%Q4 2019Q3 20218
City State Bank 880.00%0.00%0.01%Q4 2021Q3 20238
Spinnaker Investment Group, LLC 880.46%0.94%1.95%Q4 2021Q3 20238
Red Tortoise LLC 449.32%10.26%11.51%Q3 2021Q3 20238
Atria Wealth Solutions, Inc. 770.01%0.02%0.04%Q1 2022Q3 20237
Coastwise Capital Group, LLC 770.57%0.62%0.68%Q1 2022Q3 20237
Zeit Capital LLC 770.00%0.00%0.01%Q1 2021Q3 20227
Alaska Permanent Capital Management 610.05%0.15%0.18%Q2 2013Q1 20197
Modera Wealth Management, LLC 520.01%0.03%0.08%Q2 2021Q3 20237
Private Capital Management, LLC 770.06%0.09%0.15%Q1 2022Q3 20237
Glacier Peak Capital LLC 770.94%1.17%1.42%Q1 2018Q3 20197
COMMERCE BANK 610.00%0.00%0.01%Q4 2021Q3 20237
Accurate Wealth Management, LLC 770.10%0.30%0.42%Q2 2021Q4 20227
Rinkey Investments 770.17%0.28%0.37%Q4 2021Q2 20237
Omnia Family Wealth, LLC 770.01%0.39%1.19%Q2 2018Q4 20197
HAZLETT, BURT & WATSON, INC. 770.07%0.08%0.09%Q1 2022Q3 20237
Concord Wealth Partners 430.00%0.00%0.01%Q4 2021Q3 20237
Safeguard Financial, LLC 770.32%0.58%1.10%Q1 2022Q3 20237
Mayfair Advisory Group, LLC 430.20%1.33%4.50%Q4 2019Q3 20237
YorkBridge Wealth Partners, LLC 770.00%0.00%0.00%Q4 2017Q2 20197
Raleigh Capital Management Inc. 770.00%0.01%0.04%Q1 2022Q3 20237
Rockbridge Investment Management, LCC 771.59%1.86%2.14%Q2 2020Q4 20217
Colorado Capital Management, Inc. 770.09%0.20%0.25%Q2 2017Q4 20187
STEPHENS INC /AR/ 770.01%0.01%0.01%Q1 2021Q3 20227
Wakefield Asset Management LLLP 770.77%0.88%1.02%Q3 2018Q1 20207
Stephens Consulting, LLC 770.01%0.02%0.05%Q1 2022Q3 20237
Trust Co 770.01%0.02%0.02%Q1 2015Q3 20167
BOURGEON CAPITAL MANAGEMENT LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Game Plan Financial Advisors, LLC 610.19%0.47%1.17%Q4 2019Q1 20227
Transamerica Financial Advisors, Inc. 610.00%0.00%0.00%Q2 2019Q3 20237
Newbridge Financial Services Group, Inc. 770.00%0.01%0.06%Q3 2020Q1 20227
Tyler-Stone Wealth Management 520.01%0.01%0.01%Q4 2021Q3 20237
WHITENER CAPITAL MANAGEMENT, INC. 520.00%0.00%0.00%Q4 2017Q3 20197
TOWNSQUARE CAPITAL LLC 770.01%0.02%0.03%Q1 2022Q3 20237
RELIANCE TRUST CO 770.39%0.93%1.34%Q2 2013Q4 20147
Ledge Wealth Management, Inc. 771.16%1.40%1.57%Q1 2022Q3 20237
Estate Counselors, LLC 770.08%0.91%1.56%Q1 2020Q3 20217
SOA Wealth Advisors, LLC. 770.00%0.00%0.00%Q1 2022Q3 20237
Bensler, LLC 770.33%0.43%0.53%Q1 2022Q3 20237
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 770.03%0.04%0.04%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.02%0.03%0.03%Q1 2022Q3 20237
Capital Analysts, LLC 610.00%0.00%0.01%Q4 2018Q4 20207
Guardian Financial Partners, LLC 6110.58%14.28%17.44%Q4 2021Q3 20237
SJS Investment Consulting Inc. 520.00%0.07%0.19%Q4 2021Q3 20237
PARSONS CAPITAL MANAGEMENT INC/RI 770.04%0.04%0.05%Q2 2013Q4 20147
Total Clarity Wealth Management, Inc. 770.24%0.28%0.32%Q1 2022Q3 20237
Athena Investment Management 774.36%4.53%4.67%Q1 2022Q3 20237
Baltimore-Washington Financial Advisors, Inc. 410.01%0.08%0.40%Q4 2013Q3 20227
LIBRA WEALTH LLC 614.73%11.01%35.80%Q4 2021Q3 20237
Quantitative Investment Management, LLC 510.06%0.34%0.82%Q3 2020Q2 20237
American Trust 770.05%1.83%2.87%Q1 2022Q3 20237
Virtue Capital Management, LLC 520.04%0.17%0.26%Q1 2021Q4 20227
Goepper Burkhardt LLC 770.28%0.50%0.67%Q4 2020Q2 20227
Merit Financial Group, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
HOLLENCREST CAPITAL MANAGEMENT 430.00%0.02%0.04%Q3 2017Q3 20237
Weaver Consulting Group 770.00%0.01%0.01%Q1 2019Q3 20207
HBC Financial Services, PLLC 770.00%0.00%0.00%Q4 2019Q2 20217
TILIA FIDUCIARY PARTNERS, INC. 770.11%0.20%0.29%Q4 2021Q2 20237
EVOKE WEALTH, LLC 410.00%0.01%0.02%Q1 2021Q2 20237
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.02%0.05%0.08%Q1 2022Q3 20237
ROWLANDMILLER & PARTNERS.ADV 770.21%0.23%0.24%Q1 2017Q3 20187
Twelve Points Wealth Management LLC 770.12%0.16%0.20%Q1 2022Q3 20237
Geometric Wealth Advisors 770.22%0.58%2.60%Q1 2022Q3 20237
Willow Creek Wealth Management Inc. 770.14%0.15%0.17%Q1 2018Q3 20197
AlphaMark Advisors, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Edge Advisors, LLC 770.03%0.03%0.04%Q4 2016Q2 20187
Wescott Financial Advisory Group, LLC 770.07%0.08%0.09%Q1 2022Q3 20237
Keystone Wealth Services, LLC 520.13%0.25%0.76%Q4 2021Q3 20237
TOMPKINS FINANCIAL CORP 510.00%0.00%0.00%Q1 2020Q4 20236
Essex Savings Bank 330.00%0.06%0.09%Q4 2018Q3 20236
Partnervest Advisory Services LLC 660.09%0.11%0.20%Q4 2018Q1 20206
AXXCESS WEALTH MANAGEMENT, LLC 420.01%0.04%0.09%Q4 2021Q3 20236
Litman Gregory Wealth Management LLC 660.01%0.02%0.03%Q4 2019Q1 20216
Connectus Wealth, LLC 660.16%0.23%0.31%Q2 2022Q3 20236
Intellectus Partners, LLC 660.04%0.04%0.05%Q2 2017Q3 20186
LOWE BROCKENBROUGH & CO INC 410.02%0.04%0.06%Q4 2021Q3 20236
Kaizen Financial Strategies 420.32%0.64%0.96%Q4 2020Q2 20226
Csenge Advisory Group 660.08%0.09%0.10%Q2 2022Q3 20236
Tradition Wealth Management, LLC 660.78%0.83%0.91%Q4 2020Q1 20226
SILVER OAK SECURITIES, INCORPORATED 660.05%0.07%0.09%Q2 2022Q3 20236
Waypoint Capital Advisors, LLC 661.82%2.15%3.09%Q2 2022Q3 20236
Anfield Capital Management, LLC 510.00%0.21%0.31%Q4 2019Q3 20226
Laird Norton Wetherby Wealth Management, LLC 660.01%0.02%0.02%Q2 2022Q3 20236
LS Investment Advisors, LLC 660.00%0.00%0.00%Q1 2019Q2 20206
PRIVATE TRUST CO NA 660.02%0.02%0.04%Q2 2022Q3 20236
Confluence Wealth Management LLC 310.14%1.01%2.73%Q2 2017Q2 20206
Ferris Capital, LLC 510.00%0.01%0.02%Q2 2017Q1 20196
FSM Wealth Advisors, LLC 661.32%1.82%2.36%Q2 2022Q3 20236
WIPFLI FINANCIAL ADVISORS LLC, 660.05%0.14%0.30%Q4 2020Q1 20226
EVERGREEN CAPITAL MANAGEMENT LLC 420.01%0.05%0.13%Q1 2020Q3 20236
Main Management LLC 510.00%0.00%0.01%Q3 2018Q2 20226
Coe Capital Management, LLC 660.56%0.64%0.82%Q4 2018Q1 20206
WFA of San Diego, LLC 210.09%0.11%0.13%Q3 2021Q3 20236
Passive Capital Management, LLC. 660.65%0.92%1.06%Q4 2021Q1 20236
INVESTMENT SECURITY GROUP INC /CO/ /ADV 665.36%7.95%10.16%Q1 2019Q2 20206
Corbenic Partners LLC 660.01%0.02%0.02%Q3 2016Q4 20176
Warwick Investment Management, Inc. 510.11%0.39%0.55%Q4 2021Q3 20236
Graves Light Lenhart Wealth, Inc. 660.01%0.01%0.01%Q1 2021Q2 20226
Placemark Investments, Inc. 660.00%0.01%0.02%Q3 2013Q4 20146
Whitnell & Co. 660.00%0.01%0.01%Q3 2018Q4 20196
BOKF, NA 310.00%0.00%0.01%Q3 2017Q3 20236
Financial Gravity Asset Management, Inc. 410.00%0.00%0.01%Q1 2019Q3 20236
BAINCO INTERNATIONAL INVESTORS 661.31%1.38%1.47%Q1 2015Q2 20166
Capital Wealth Planning, LLC 410.02%0.06%0.07%Q2 2017Q3 20216
O'Dell Group, LLC 510.00%0.01%0.01%Q3 2021Q2 20236
Joule Financial, LLC 660.18%0.22%0.32%Q2 2022Q3 20236
RITTER DANIHER FINANCIAL ADVISORY LLC 660.38%0.43%0.49%Q4 2020Q1 20226
ACIMA PRIVATE WEALTH, LLC 660.00%0.00%0.01%Q4 2020Q1 20226
Windsor Wealth Management, Inc. 660.06%0.14%0.16%Q1 2019Q2 20206
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
1834 INVESTMENT ADVISORS CO 510.00%0.14%0.18%Q2 2014Q1 20196
UBS ASSET MANAGEMENT AMERICAS INC 420.00%0.00%0.00%Q1 2016Q3 20196
Maryland Capital Management 510.01%0.02%0.02%Q1 2021Q3 20226
Provident Wealth Management, LLC 660.00%0.02%0.03%Q1 2022Q2 20236
SYM FINANCIAL Corp 210.00%0.01%0.03%Q3 2020Q2 20236
UBS AG 660.00%0.00%0.01%Q2 2013Q3 20146
Astoria Portfolio Advisors LLC. 420.09%0.12%0.19%Q4 2021Q3 20236
McCarthy Asset Management, Inc. 660.02%0.02%0.02%Q4 2020Q1 20226
Lighthouse Financial Advisors, Inc. 661.97%3.07%7.35%Q4 2019Q1 20216
CITIZENS FINANCIAL GROUP INC/RI 660.02%0.02%0.02%Q2 2022Q3 20236
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 660.00%0.00%0.00%Q1 2022Q2 20236
Bernardo Wealth Planning LLC 660.30%0.38%0.42%Q4 2018Q1 20206
MONECO Advisors, LLC 510.08%0.09%0.10%Q1 2021Q2 20236
CENTAURUS FINANCIAL, INC. 410.00%0.02%0.05%Q2 2018Q3 20236
HERITAGE WEALTH MANAGEMENT, LLC 420.00%0.00%0.00%Q2 2021Q4 20226
CASTLE WEALTH MANAGEMENT LLC 660.32%0.42%0.51%Q2 2022Q3 20236
Brio Consultants, LLC 420.04%0.64%2.64%Q1 2022Q3 20236
AWM CAPITAL, LLC 330.04%0.11%0.18%Q3 2021Q3 20236
Kernodle & Katon Asset Management Group, LLC 663.28%5.06%7.95%Q4 2015Q1 20176
Seaside Wealth Management, Inc. 660.54%0.71%1.22%Q2 2022Q3 20236
Crosspoint Capital Strategies, LLC 660.00%0.02%0.04%Q3 2014Q4 20156
Lindbrook Capital, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
MAYPORT, LLC 420.13%0.15%0.18%Q1 2022Q3 20236
WMS Partners, LLC 510.05%0.13%0.18%Q1 2019Q3 20236
Northeast Financial Group, Inc. 420.94%3.45%6.17%Q3 2021Q3 20236
Cedar Brook Financial Partners, LLC 660.10%0.22%0.67%Q4 2018Q1 20206
Vanguard Personalized Indexing Management, LLC 310.01%0.07%0.21%Q3 2020Q2 20226
ATWOOD & PALMER INC 420.01%0.02%0.02%Q3 2015Q2 20206
BALDWIN BROTHERS LLC/MA 510.00%0.01%0.02%Q1 2018Q3 20236
Schubert & Co 660.00%0.01%0.01%Q4 2021Q1 20236
Ritter Daniher Financial Advisory LLC / DE 660.06%0.16%0.33%Q2 2022Q3 20236
Exchange Capital Management, Inc. 510.00%0.00%0.01%Q2 2014Q3 20186
Legacy Financial Advisors, Inc. 550.01%0.01%0.01%Q4 2017Q4 20185
Wealthquest Corp 550.12%0.21%0.28%Q4 2018Q4 20195
Wealthsimple US, Ltd. 550.95%1.13%1.37%Q1 2020Q1 20215
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 410.00%0.01%0.01%Q2 2013Q3 20195
Lutz Financial Services LLC 550.62%0.66%0.68%Q4 2018Q4 20195
TMFS HOLDINGS LLC 5521.71%22.28%23.10%Q3 2015Q3 20165
PIERSHALE FINANCIAL GROUP, INC. 314.16%6.80%9.55%Q2 2013Q3 20175
Aveo Capital Partners, LLC 550.06%0.08%0.09%Q1 2021Q1 20225
Smith Anglin Financial, LLC 550.83%1.70%2.84%Q4 2020Q4 20215
Beacon Pointe Wealth Advisors, LLC 550.27%0.39%0.60%Q4 2018Q4 20195
Adero Partners, LLC 310.02%0.04%0.05%Q2 2021Q3 20235
B&D White Capital Company, LLC 550.42%0.51%0.61%Q3 2021Q3 20225
Centric Wealth Management 550.60%0.81%1.47%Q3 2019Q3 20205
Next Capital Management LLC 550.09%0.11%0.12%Q4 2018Q4 20195
FOUNDERS BANK & TRUST 550.01%0.01%0.01%Q4 2013Q4 20145
ARCADIA INVESTMENT MANAGEMENT CORP/MI 550.02%0.41%0.68%Q3 2017Q3 20185
James J. Burns & Company, LLC 551.32%1.51%1.65%Q3 2022Q3 20235
BERRY GROUP, LLC 551.37%1.45%1.55%Q4 2019Q4 20205
Smallwood Wealth Investment Management, LLC 550.81%0.96%1.09%Q3 2022Q3 20235
Goodwin Investment Advisory 550.01%0.02%0.04%Q2 2021Q2 20225
HCR Wealth Advisors 550.01%0.01%0.02%Q4 2019Q4 20205
STEEL GROVE CAPITAL ADVISORS, LLC 550.04%0.04%0.04%Q3 2022Q3 20235
Kore Private Wealth LLC 320.00%0.03%0.05%Q4 2018Q2 20205
SlateStone Wealth, LLC 550.32%0.40%0.54%Q4 2018Q4 20195
GenTrust, LLC 550.05%0.05%0.06%Q1 2017Q1 20185
Livingston Group Asset Management CO (operating as Southport Capital Management) 550.46%0.60%0.79%Q1 2021Q1 20225
Independent Advisor Alliance 410.03%0.08%0.20%Q4 2019Q3 20235
Sage Mountain Advisors LLC 410.00%0.04%0.08%Q4 2021Q3 20235
United Asset Strategies, Inc. 320.09%0.13%0.26%Q3 2017Q3 20195
Gupta Wealth Management LLC 550.05%0.26%0.43%Q1 2015Q1 20165
Noven Financial Group, Inc. 410.08%0.15%0.20%Q4 2015Q1 20195
Tanglewood Wealth Management, Inc. 552.44%5.80%7.50%Q4 2014Q4 20155
Compass Financial Group, INC/SD 550.08%0.11%0.14%Q4 2022Q4 20235
Tempus Wealth Planning, LLC 550.22%0.93%1.18%Q3 2022Q3 20235
AMG National Trust Bank 550.01%0.01%0.01%Q3 2022Q3 20235
Sowa Financial Group, Inc. 550.01%0.01%0.01%Q4 2019Q4 20205
Cascade Investment Advisors, Inc. 410.00%0.02%0.03%Q3 2020Q1 20235
Arlington Partners LLC 410.02%0.21%0.48%Q1 2019Q2 20235
First Capital Advisors Group, LLC. 410.00%0.01%0.02%Q1 2018Q2 20235
Choate Investment Advisors 410.00%0.00%0.01%Q2 2021Q3 20235
Global Wealth Strategies & Associates 550.01%0.01%0.01%Q4 2022Q4 20235
Independence Advisors, LLC 410.00%0.02%0.08%Q1 2019Q3 20205
Washington Trust Advisors, Inc. 550.05%0.07%0.16%Q3 2022Q3 20235
Danda Trouve Investment Management, Inc. 550.00%0.01%0.02%Q4 2019Q4 20205
Prestige Wealth Management Group LLC 550.63%0.68%0.72%Q4 2018Q4 20195
Evercore Wealth Management, LLC 410.00%0.01%0.01%Q4 2015Q4 20175
CoreCap Advisors, LLC 550.00%0.04%0.05%Q4 2021Q4 20225
Capasso Planning Partners LLC 550.68%0.89%1.02%Q3 2022Q3 20235
Bowman & Co S.C. 550.20%0.31%0.41%Q3 2022Q3 20235
MARIETTA INVESTMENT PARTNERS LLC 550.06%0.07%0.08%Q4 2020Q4 20215
Realta Investment Advisors 410.00%0.05%0.08%Q2 2019Q3 20235
V Wealth Advisors LLC 410.00%0.09%0.12%Q2 2017Q1 20205
ANCORA FAMILY WEALTH ADVISORS, LLC 551.50%1.62%1.80%Q3 2015Q3 20165
COMERICA BANK 410.00%0.00%0.01%Q2 2019Q3 20235
WRAPMANAGER INC 552.53%2.66%2.79%Q4 2015Q4 20165
Eagle Strategies LLC 550.09%0.13%0.20%Q3 2022Q3 20235
Diversified Portfolios, Inc. 550.07%0.12%0.17%Q3 2022Q3 20235
Quadrant Capital Management, LLC 554.84%5.03%5.26%Q4 2018Q4 20195
Independence Bank of Kentucky 320.00%0.00%0.00%Q1 2019Q3 20235
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Addison Advisors LLC 410.00%0.00%0.00%Q1 2022Q3 20235
Newport Wealth Strategies, Inc. 320.17%0.26%0.38%Q4 2017Q3 20215
MBL Wealth, LLC 550.07%0.08%0.09%Q3 2022Q3 20235
Stordahl Capital Management, Inc. 410.10%0.12%0.13%Q1 2019Q4 20205
INSIGHT 2811, INC. 410.12%0.17%0.21%Q4 2020Q1 20225
Lloyd Advisory Services, LLC. 550.01%0.11%0.24%Q2 2021Q2 20225
First Command Advisory Services, Inc. 210.00%0.00%0.00%Q4 2020Q3 20235
ASSOCIATED BANC-CORP 410.00%0.00%0.01%Q1 2020Q1 20225
COUNTRY CLUB BANK /GFN 550.06%0.06%0.06%Q3 2022Q3 20235
Nalls Sherbakoff Group, LLC 314.58%6.49%7.15%Q4 2018Q3 20234
Bell Bank 440.02%0.04%0.06%Q4 2022Q3 20234
NATIXIS ADVISORS, L.P. 440.00%0.00%0.00%Q4 2022Q3 20234
GREAT LAKES ADVISORS, LLC 440.00%0.01%0.02%Q4 2022Q3 20234
CHATHAM CAPITAL GROUP, INC. 440.08%0.08%0.08%Q4 2022Q3 20234
RAYNER & HAYNOR 440.22%0.24%0.26%Q4 2013Q3 20144
OLD DOMINION CAPITAL MANAGEMENT INC 441.43%2.37%2.76%Q4 2020Q3 20214
PERRITT CAPITAL MANAGEMENT INC 440.02%0.03%0.03%Q4 2022Q3 20234
GRANDFIELD & DODD, LLC 440.03%0.03%0.03%Q4 2017Q3 20184
Scott & Selber, Inc. 442.78%2.97%3.21%Q2 2017Q1 20184
FOUNDERS FINANCIAL SECURITIES LLC 440.03%0.03%0.03%Q4 2022Q3 20234
440 INVESTMENT GROUP, LLC 440.28%0.37%0.49%Q1 2017Q4 20174
Argentus Capital Management, LLC 440.01%0.12%0.26%Q3 2015Q2 20164
JOYN Advisors, Inc. 440.00%0.00%0.00%Q1 2018Q4 20184
Jacobus Wealth Management, Inc. 440.04%0.10%0.26%Q4 2016Q3 20174
PATHSTONE FAMILY OFFICE, LLC 210.00%0.02%0.06%Q1 2017Q1 20214
Cambria Investment Management, L.P. 310.03%0.04%0.07%Q1 2019Q2 20214
Goelzer Investment Management, Inc. 442.55%3.41%3.86%Q4 2022Q3 20234
FutureAdvisor, Inc. 441.01%3.01%8.33%Q4 2014Q3 20154
Edge Wealth Management LLC 310.00%0.09%0.18%Q3 2013Q3 20164
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
Alexandria Capital, LLC 440.03%0.04%0.05%Q2 2017Q1 20184
Tuttle Capital Management, LLC 440.82%1.23%2.12%Q4 2015Q3 20164
MRA Associates USA LLC 440.05%0.13%0.22%Q4 2018Q3 20194
Surevest, LLC 440.03%0.03%0.04%Q4 2021Q3 20224
NewFocus Financial Group, LLC 441.50%2.18%3.30%Q1 2020Q4 20204
Riggs Asset Managment Co. Inc. 440.00%0.00%0.01%Q3 2014Q2 20154
Ironsides Asset Advisors, LLC 310.40%2.66%9.44%Q3 2018Q4 20194
Elite Wealth Management, Inc. 440.03%0.05%0.06%Q1 2013Q4 20134
J.P. Turner & Co Capital Mnagement, LLC 440.21%0.28%0.33%Q4 2014Q3 20154
Argent Trust Co 440.17%0.18%0.20%Q4 2022Q3 20234
SHAKESPEARE WEALTH MANAGEMENT, INC. 440.08%0.08%0.08%Q4 2022Q3 20234
Radnor Financial Advisors, LLC 310.42%2.08%6.71%Q4 2019Q3 20224
Moss Adams Wealth Advisors LLC 440.07%0.07%0.07%Q4 2022Q3 20234
Cornerstone Financial Partners, LLC 440.12%0.14%0.15%Q1 2017Q4 20174
Allegis Investment Advisors, LLC 440.32%0.42%0.50%Q4 2015Q3 20164
Transform Wealth, LLC 440.11%0.16%0.22%Q4 2022Q3 20234
Guidant Wealth Advisors 440.44%0.45%0.46%Q4 2018Q3 20194
Per Stirling Capital Management, LLC. 440.21%0.26%0.28%Q4 2022Q3 20234
PFG Advisors 220.02%0.02%0.03%Q3 2021Q3 20234
LEVEL FOUR ADVISORY SERVICES, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
Ahrens Investment Partners LLC 310.00%0.00%0.00%Q4 2021Q1 20234
Black Swift Group, LLC 440.07%0.09%0.13%Q1 2021Q4 20214
FIDUCIENT ADVISORS LLC 440.01%0.06%0.08%Q4 2022Q3 20234
Castleview Partners, LLC 110.00%0.90%3.52%Q1 2018Q3 20234
CX Institutional 440.19%0.21%0.25%Q4 2022Q3 20234
All Season Financial Advisors, Inc. 310.15%0.18%0.22%Q3 2021Q1 20234
Truvestments Capital LLC 220.00%0.00%0.01%Q1 2020Q3 20224
Shorepoint Capital Partners LLC 440.18%0.18%0.19%Q1 2019Q4 20194
Hamilton Wealth, LLC 440.16%0.17%0.18%Q1 2019Q4 20194
Paradigm Financial Partners, LLC 440.07%0.09%0.12%Q3 2021Q2 20224
Lantz Financial LLC 440.48%0.52%0.55%Q1 2019Q4 20194
Bay Harbor Wealth Management, LLC 310.00%0.00%0.01%Q3 2019Q4 20204
Trek Financial, LLC 310.15%0.24%0.31%Q4 2018Q4 20194
KMG FIDUCIARY PARTNERS, LLC 440.05%0.15%0.20%Q4 2022Q3 20234
tru Independence LLC 210.39%1.68%3.93%Q4 2019Q1 20214
Single Point Partners, LLC 310.26%0.41%0.51%Q3 2022Q3 20234
Mission Creek Capital Partners, Inc. 440.14%0.15%0.15%Q4 2022Q3 20234
Stokes Family Office, LLC 310.09%0.46%1.55%Q1 2022Q3 20234
REBALANCE, LLC 448.51%8.73%8.98%Q4 2022Q3 20234
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 310.22%0.28%0.33%Q1 2020Q1 20214
GoalVest Advisory LLC 310.00%0.01%0.01%Q1 2022Q1 20234
Running Point Capital Advisors, LLC 440.10%0.11%0.12%Q4 2020Q3 20214
McClarren Financial Advisors, Inc. 440.11%0.12%0.12%Q4 2022Q3 20234
DB Wealth Management Group, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Sterling Financial Planning, Inc. 440.13%0.14%0.16%Q4 2020Q3 20214
Madison Wealth Partners, Inc 440.13%0.13%0.14%Q4 2022Q3 20234
Interchange Capital Partners, LLC 440.21%0.30%0.40%Q4 2022Q3 20234
Better Money Decisions, LLC 310.00%0.11%0.16%Q1 2021Q2 20224
Canvas Wealth Advisors, LLC 440.12%0.15%0.19%Q1 2021Q4 20214
Guardian Wealth Advisors, LLC 310.08%0.14%0.16%Q1 2021Q3 20234
Family Investment Center, Inc. 440.21%0.23%0.24%Q4 2022Q3 20234
Vickerman Investment Advisors, Inc. 440.10%0.11%0.13%Q3 2021Q2 20224
Snowden Capital Advisors LLC 310.00%0.00%0.00%Q2 2019Q4 20214
Western Pacific Wealth Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
Stone Point Wealth LLC 440.16%0.21%0.27%Q4 2022Q3 20234
HILL ISLAND FINANCIAL LLC 443.45%3.53%3.64%Q4 2022Q3 20234
Life Planning Partners, Inc 440.07%0.08%0.09%Q4 2021Q3 20224
SIENA CAPITAL LLC 441.71%1.89%2.08%Q4 2021Q3 20224
SageView Advisory Group, LLC 443.55%4.30%4.69%Q4 2022Q3 20234
FinDec Wealth Services, Inc. 441.87%2.00%2.16%Q4 2022Q3 20234
Aspire Wealth Management Corp 440.49%0.51%0.52%Q3 2022Q2 20234
Worth Asset Management, LLC 310.00%0.12%0.22%Q1 2022Q2 20234
Pacific Sage Partners, LLC 446.69%8.08%9.04%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.07%0.08%0.09%Q4 2022Q3 20234
FREEDOM WEALTH ALLIANCE, LLC 441.32%1.72%1.89%Q4 2022Q3 20234
Corient Private Wealth LLC 440.99%1.18%1.45%Q4 2022Q3 20234
Colonial Trust Co / SC 440.01%0.01%0.02%Q4 2022Q3 20234
Kades & Cheifetz LLC 441.52%1.59%1.65%Q4 2022Q3 20234
Strategic Investment Solutions, Inc. /IL 440.17%0.39%0.63%Q4 2022Q3 20234
Waterford Advisors, LLC 442.80%3.01%3.10%Q4 2022Q3 20234
Crescent Sterling, Ltd. 440.75%0.80%0.83%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.99%1.09%1.14%Q4 2022Q3 20234
Koesten, Hirschmann & Crabtree, INC. 4413.19%13.28%13.44%Q4 2022Q3 20234
Seed Wealth Management, Inc. 440.53%0.55%0.57%Q4 2022Q3 20234
Goldstein Advisors, LLC 440.06%0.07%0.07%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Great Waters Wealth Management 440.22%0.25%0.27%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 440.05%0.07%0.09%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 440.10%0.14%0.23%Q4 2022Q3 20234
STEVENS CAPITAL PARTNERS 440.40%0.45%0.48%Q4 2022Q3 20234
WATERSHED PRIVATE WEALTH LLC 440.68%0.71%0.77%Q4 2022Q3 20234
Financial Freedom, LLC 440.00%0.01%0.02%Q4 2022Q3 20234
Milestone Investment Advisors LLC 440.99%1.06%1.11%Q4 2022Q3 20234
Leading Edge Financial Planning LLC 440.74%1.14%1.65%Q4 2022Q3 20234
LUTS & GREENLEIGH GROUP, INC 440.45%0.47%0.49%Q4 2022Q3 20234
Pioneer Wealth Management Group 444.18%5.26%5.76%Q4 2022Q3 20234
MYECFO, LLC 448.56%9.38%10.40%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.06%0.09%0.12%Q4 2022Q3 20234
BANK OF HAWAII 440.03%0.03%0.04%Q4 2022Q3 20234
FRANKLIN RESOURCES INC 310.00%0.00%0.00%Q1 2021Q3 20234
BUILDER INVESTMENT GROUP INC /ADV 440.10%0.11%0.12%Q4 2022Q3 20234
KAYS FINANCIAL ADVISORY CORP /ADV 310.06%2.79%3.78%Q4 2018Q3 20204
MEEDER ASSET MANAGEMENT INC 440.00%0.01%0.02%Q3 2020Q2 20214
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.02%0.02%0.03%Q3 2018Q2 20194
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 440.15%0.22%0.25%Q2 2020Q1 20214
BlackRock Institutional Trust Company, N.A. 220.00%0.00%0.00%Q2 2013Q2 20144
VALLEY WEALTH MANAGERS, INC. 110.00%0.01%0.04%Q2 2021Q3 20234
Gunma Bank,Ltd. 210.71%1.14%1.80%Q4 2021Q3 20223
Cape Investment Advisory, Inc. 331.32%1.38%1.45%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Dougherty Wealth Advisers LLC 330.01%0.01%0.01%Q4 2018Q2 20193
BANK HAPOALIM BM 211.46%1.65%1.99%Q3 2021Q3 20233
OIKOS HOLDINGS LLC 333.32%3.51%3.80%Q4 2022Q2 20233
Three Bridge Wealth Advisors, LLC 330.17%0.18%0.19%Q1 2023Q3 20233
Norway Savings Bank 330.19%0.19%0.20%Q2 2017Q4 20173
Beaumont Financial Advisors, LLC 330.02%0.03%0.03%Q4 2022Q2 20233
RGT Wealth Advisors, LLC 330.17%0.19%0.22%Q3 2016Q1 20173
JDM Financial Group LLC 330.02%0.02%0.02%Q1 2023Q3 20233
FIDELIS iM, LLC 330.23%0.25%0.28%Q1 2022Q3 20223
Westwind Capital 110.01%0.44%1.25%Q4 2017Q2 20193
MKD WEALTH COACHES, LLC 330.05%0.05%0.05%Q4 2018Q2 20193
Claro Advisors LLC 330.11%0.11%0.12%Q1 2023Q3 20233
TIAA CREF TRUST CO FSB/MO 210.00%0.00%0.00%Q4 2015Q3 20163
BNP PARIBAS FINANCIAL MARKETS 210.00%0.00%0.00%Q3 2022Q3 20233
Wayfinding Financial, LLC 210.24%0.35%0.40%Q4 2021Q4 20223
Glass Jacobson Investment Advisors llc 210.07%0.08%0.10%Q4 2022Q3 20233
Pinnacle Family Advisors, LLC 330.44%0.61%0.76%Q2 2017Q4 20173
Mendota Financial Group, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
DAVIDSON & GARRARD INC 330.06%0.06%0.07%Q1 2017Q3 20173
COLDSTREAM CAPITAL MANAGEMENT INC 210.01%0.01%0.01%Q4 2021Q3 20233
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q2 2019Q3 20233
MARCO INVESTMENT MANAGEMENT LLC 330.20%0.22%0.24%Q2 2018Q4 20183
Compass Wealth Management LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Cable Hill Partners, LLC 330.14%0.18%0.24%Q4 2018Q2 20193
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 330.04%0.05%0.05%Q1 2023Q3 20233
Diversified, LLC 330.11%0.14%0.16%Q4 2020Q2 20213
Personal Wealth Partners 330.02%0.04%0.05%Q2 2019Q4 20193
Werba Rubin Papier Wealth Management 330.08%0.08%0.08%Q1 2023Q3 20233
SkyView Investment Advisors, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Noble Family Wealth, LLC 333.17%3.20%3.24%Q1 2023Q3 20233
ZRC WEALTH MANAGEMENT, LLC 330.34%0.35%0.36%Q1 2023Q3 20233
Gerber Kawasaki Wealth & Investment Management 330.01%0.13%0.19%Q3 2021Q1 20223
Empower Advisory Group, LLC 3311.54%11.66%11.82%Q1 2023Q3 20233
CETERA INVESTMENT MANAGEMENT LLC 330.44%0.50%0.62%Q4 2016Q2 20173
BOSTON FINANCIAL MANGEMENT LLC 330.01%0.01%0.02%Q4 2019Q2 20203
Price Wealth, LLC 330.00%0.00%0.00%Q1 2020Q3 20203
Geneva Advisors, LLC 330.01%0.01%0.01%Q4 2016Q2 20173
Virtu Financial LLC 110.02%0.03%0.04%Q2 2018Q4 20193
One Wealth Advisors, LLC 210.01%0.05%0.08%Q3 2021Q4 20223
Institute for Wealth Management, LLC. 110.00%0.06%0.17%Q4 2013Q4 20193
ARGI Investment Services, LLC 330.01%0.01%0.01%Q3 2021Q1 20223
Hanlon Investment Management, Inc. 210.02%0.03%0.06%Q1 2019Q2 20203
Convergent Wealth Advisors 330.17%0.33%0.57%Q1 2015Q3 20153
MONTAGE INVESTMENTS, LLC 330.17%0.20%0.21%Q1 2016Q3 20163
Willis Johnson & Associates, Inc. 330.03%0.05%0.06%Q1 2023Q3 20233
Endurance Wealth Management, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
ZEKE CAPITAL ADVISORS, LLC 330.06%0.06%0.06%Q2 2022Q4 20223
Parisi Gray Wealth Management 210.07%0.09%0.10%Q4 2018Q2 20213
Financial Insights, Inc. 210.10%0.16%0.26%Q4 2022Q3 20233
ASPIRIANT, LLC 210.01%0.02%0.03%Q3 2018Q3 20213
US FINANCIAL ADVISORS, LLC 210.28%0.65%0.85%Q1 2016Q1 20213
SCHWERIN BOYLE CAPITAL MANAGEMENT INC 331.37%1.48%1.62%Q1 2023Q3 20233
WealthTrust-Arizona, LLC 330.02%0.22%0.44%Q2 2014Q4 20143
First National Bank of Mount Dora, Trust Investment Services 330.12%0.12%0.13%Q2 2022Q4 20223
FLC Capital Advisors 332.64%2.97%3.23%Q4 2022Q2 20233
NTB Financial Corp 331.66%1.71%1.76%Q4 2021Q2 20223
BHK Investment Advisors, LLC 330.32%0.61%0.76%Q1 2019Q3 20193
Trexquant Investment LP 210.01%0.03%0.08%Q2 2020Q1 20233
First International Bank & Trust 330.18%0.20%0.22%Q4 2021Q2 20223
Fund Evaluation Group, LLC 330.65%4.26%6.25%Q1 2023Q3 20233
Pallas Capital Advisors LLC 330.09%0.40%0.62%Q1 2023Q3 20233
BECKER CAPITAL MANAGEMENT INC 330.02%0.02%0.02%Q1 2023Q3 20233
Advisory Services & Investments, LLC 210.13%0.15%0.17%Q1 2021Q4 20213
OPPENHEIMER & CO INC 210.01%0.01%0.01%Q2 2021Q4 20223
ACCURATE INVESTMENT SOLUTIONS, INC. 330.11%0.14%0.19%Q2 2017Q4 20173
Jane Street Holding, LLC 330.02%0.06%0.11%Q2 2013Q4 20133
Calamos Advisors LLC 210.00%0.00%0.00%Q3 2021Q2 20233
QUEST CAPITAL MANAGEMENT INC /ADV 330.07%0.16%0.33%Q2 2021Q4 20213
Prentice Wealth Management LLC 330.00%0.00%0.00%Q1 2021Q3 20213
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 330.07%0.87%2.46%Q4 2018Q2 20193
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
Vantage Financial Partners, LLC 330.84%0.86%0.88%Q1 2023Q3 20233
DIXON HUBARD FEINOUR & BROWN INC/VA 331.26%1.29%1.34%Q4 2021Q2 20223
Tarbox Family Office, Inc. 330.00%0.00%0.00%Q2 2019Q4 20193
Wealth Quarterback LLC 210.00%0.00%0.01%Q4 2019Q3 20213
JANICZEK WEALTH MANAGEMENT, LLC 210.00%0.01%0.03%Q3 2018Q1 20213
Strategic Wealth Investment Group, LLC 110.04%0.16%0.37%Q4 2021Q1 20233
Marotta Asset Management 210.05%0.09%0.15%Q4 2019Q4 20213
Lion Street Advisors, LLC 330.47%0.59%0.68%Q1 2023Q3 20233
Argent Wealth Management LLC 332.99%3.11%3.23%Q4 2019Q2 20203
Strategic Financial Concepts, LLC 330.61%0.65%0.67%Q1 2023Q3 20233
Derbend Asset Management 330.20%0.20%0.22%Q3 2021Q1 20223
Atlas Private Wealth Advisors 330.00%0.01%0.01%Q1 2021Q3 20213
Maxim Capital Management LLC 110.21%0.25%0.27%Q4 2018Q2 20203
BIP Wealth, LLC 330.02%0.02%0.03%Q1 2023Q3 20233
Advisor Resource Council 110.30%0.32%0.36%Q2 2021Q2 20223
Sierra Capital LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Biltmore Family Office, LLC 210.00%0.08%0.13%Q4 2022Q3 20233
Cornerstone Planning Group LLC 210.31%0.59%1.15%Q4 2022Q3 20233
Meridian Wealth Partners, LLC 210.00%3.01%6.19%Q4 2019Q1 20213
Kabarec Financial Advisors, Ltd. 330.01%0.01%0.01%Q4 2017Q2 20183
W.G. Shaheen & Associates DBA Whitney & Co 330.00%0.00%0.00%Q1 2018Q3 20183
M Holdings Securities, Inc. 330.16%0.20%0.27%Q2 2017Q4 20173
Antonetti Capital Management LLC 210.15%0.15%0.16%Q2 2010Q4 20213
Somerset Group LLC 330.18%0.19%0.21%Q1 2018Q3 20183
Fusion Family Wealth LLC 330.00%0.00%0.00%Q1 2018Q3 20183
WealthPlan Investment Management, LLC 210.97%1.05%1.10%Q1 2022Q4 20223
Triumph Capital Management 330.31%0.36%0.42%Q2 2021Q4 20213
Delta Dental Plan of Michigan, Inc. 331.33%1.66%2.21%Q4 2017Q2 20183
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.01%Q3 2022Q3 20233
BREITER CAPITAL MANAGEMENT INC 210.60%0.85%1.34%Q4 2017Q1 20193
FIRETHORN WEALTH PARTNERS, LLC 330.19%0.24%0.31%Q4 2020Q2 20213
McElhenny Sheffield Capital Management, LLC 210.01%0.07%0.11%Q4 2021Q4 20223
Revisor Wealth Management LLC 330.51%0.54%0.58%Q1 2023Q3 20233
Altium Wealth Management LLC 220.15%0.16%0.17%Q4 2017Q1 20182
Westover Capital Advisors, LLC 220.21%0.26%0.32%Q2 2023Q3 20232
MGO ONE SEVEN LLC 220.06%0.07%0.07%Q2 2023Q3 20232
Cordasco Financial Network 110.00%0.01%0.02%Q4 2021Q2 20222
NVWM, LLC 220.01%0.03%0.05%Q3 2021Q4 20212
Icon Wealth Partners, LLC 110.00%0.00%0.00%Q4 2017Q1 20192
PSI Advisors, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
TUCKER ASSET MANAGEMENT LLC 110.00%0.01%0.01%Q3 2022Q3 20232
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q1 2016Q3 20232
Neuberger Berman Group LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Compass Efficient Model Portfolios, LLC 220.08%0.28%0.49%Q3 2013Q4 20132
MADISON WEALTH MANAGEMENT 220.15%0.15%0.15%Q4 2019Q1 20202
QCM Cayman, Ltd. 110.26%0.39%0.52%Q4 2020Q2 20212
PALLADIUM PARTNERS LLC 110.00%0.01%0.02%Q2 2013Q3 20162
New Capital Management LP 220.01%0.01%0.01%Q1 2017Q2 20172
Baker Avenue Asset Management, LP 220.00%0.00%0.00%Q2 2023Q3 20232
Davis Capital Management 222.60%2.65%2.70%Q1 2020Q2 20202
Capital Bank & Trust Co 220.00%0.00%0.00%Q4 2019Q1 20202
Headlands Technologies LLC 110.06%0.09%0.13%Q4 2022Q2 20232
HL FINANCIAL SERVICES LLC 220.01%0.02%0.03%Q4 2018Q1 20192
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.02%0.04%0.06%Q2 2022Q3 20222
WESTPORT RESOURCES MANAGEMENT INC 220.01%0.01%0.01%Q1 2016Q2 20162
FIDUCIARY TRUST INTERNATIONAL LLC 220.36%0.38%0.40%Q4 2019Q1 20202
Rice Partnership, LLC 110.00%0.06%0.12%Q2 2019Q3 20232
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Y-Intercept (Hong Kong) Ltd 110.05%0.08%0.10%Q3 2022Q3 20232
ATTICUS WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
SUNTRUST BANKS INC 110.00%0.00%0.00%Q1 2019Q3 20192
Iron Horse Wealth Management, LLC 110.00%0.00%0.01%Q2 2022Q1 20232
Capital Square, LLC 220.37%0.37%0.38%Q1 2023Q2 20232
Physician Wealth Advisors, Inc. 220.05%0.05%0.05%Q2 2023Q3 20232
Crow Point Partners, LLC 220.05%0.06%0.06%Q3 2017Q4 20172
Sanford Advisory Services, LLC 220.07%0.08%0.08%Q3 2022Q4 20222
Jordan Park Group LLC 220.04%0.06%0.07%Q4 2019Q1 20202
KWMG, LLC 110.01%0.04%0.06%Q1 2019Q4 20192
Roof Eidam Maycock Peralta, LLC 220.11%0.11%0.12%Q4 2016Q1 20172
Peak Asset Management, LLC 220.12%0.13%0.13%Q1 2019Q2 20192
PETTYJOHN, WOOD & WHITE, INC 220.07%0.07%0.07%Q1 2018Q2 20182
NovaPoint Capital, LLC 220.23%1.08%1.92%Q4 2019Q1 20202
Dunhill Financial, LLC 220.16%0.16%0.17%Q2 2023Q3 20232
Cutler Capital Management, LLC 220.08%0.08%0.09%Q2 2023Q3 20232
Hutchens & Kramer Investment Management Group, LLC 220.34%0.36%0.38%Q4 2021Q1 20222
OSTERWEIS CAPITAL MANAGEMENT INC 220.00%0.00%0.00%Q3 2022Q4 20222
Fiduciary Alliance LLC 110.03%0.03%0.03%Q4 2022Q2 20232
KORNITZER CAPITAL MANAGEMENT INC /KS 220.03%0.03%0.04%Q4 2019Q1 20202
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 220.00%0.00%0.00%Q3 2015Q4 20152
Bridgeworth, LLC 110.00%0.06%0.13%Q4 2016Q2 20182
Stewardship Advisors, LLC 220.16%0.20%0.24%Q2 2023Q3 20232
Strid Group, LLC 111.25%2.67%4.09%Q4 2016Q4 20182
Accel Wealth Management 220.14%0.18%0.22%Q2 2023Q3 20232
Clark Capital Management Group, Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
INVESTMENT CENTERS OF AMERICA INC 220.02%0.02%0.02%Q2 2017Q3 20172
SOUNDMARK WEALTH MANAGEMENT, LLC 110.09%0.12%0.14%Q2 2021Q2 20222
Advisors Capital Management, LLC 110.01%0.10%0.20%Q2 2022Q3 20232
Camarda Financial Advisors, LLC 220.02%0.02%0.02%Q1 2019Q2 20192
Invesco Ltd. 220.00%0.00%0.00%Q3 2013Q4 20132
North Star Investment Management Corp. 220.00%0.00%0.00%Q2 2022Q3 20222
American Financial Network Advisory Services LLC 220.05%0.06%0.07%Q3 2017Q4 20172
Venture Visionary Partners LLC 110.00%0.01%0.02%Q4 2020Q2 20222
PAYDEN & RYGEL 220.15%0.17%0.19%Q4 2017Q1 20182
Cornerstone Management, Inc. 220.54%0.55%0.55%Q1 2018Q2 20182
THOROUGHBRED FINANCIAL SERVICES, LLC 220.06%0.06%0.06%Q2 2022Q3 20222
Ruedi Wealth Management, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
HIGHLAND CAPITAL MANAGEMENT, LLC 220.01%0.01%0.01%Q2 2015Q3 20152
Arcadia Wealth Management, LLC 220.55%0.64%0.73%Q4 2022Q1 20232
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q3 2019Q1 20212
Maple Capital Management, Inc. 220.03%0.03%0.04%Q4 2021Q1 20222
WASHINGTON TRUST BANK 110.00%0.00%0.01%Q4 2014Q4 20182
Sterling Global Strategies LLC 221.15%1.24%1.33%Q1 2015Q2 20152
Gilbert & Cook, Inc. 110.04%0.10%0.16%Q2 2022Q3 20232
Waterloo Capital, L.P. 220.09%0.10%0.12%Q1 2023Q2 20232
KMS FINANCIAL SERVICES, INC 220.03%0.03%0.04%Q2 2014Q3 20142
CAPITAL ONE FINANCIAL CORP 220.04%0.05%0.06%Q1 2020Q2 20202
Owen LaRue, LLC 220.98%1.00%1.02%Q2 2023Q3 20232
Grey Fox Wealth Advisors, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
BALASA DINVERNO & FOLTZ LLC 220.02%0.03%0.03%Q3 2019Q4 20192
Global Financial Private Capital, Inc 220.01%0.01%0.01%Q3 2017Q4 20172
LBA Wealth Management, LLC 220.01%0.01%0.01%Q1 2015Q2 20152
Carnick & Kubik, LLC 110.02%0.41%0.81%Q3 2015Q1 20162
Forum Financial Management, LP 220.01%0.01%0.01%Q2 2023Q3 20232
Mosaic Family Wealth, LLC 220.01%0.01%0.01%Q3 2016Q4 20162
True Wealth Design, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Laurel Wealth Planning LLC 220.00%0.00%0.01%Q1 2022Q2 20222
WealthBridge Capital Management, LLC 220.02%0.03%0.03%Q4 2018Q1 20192
Cynosure Group, LLC 220.33%0.33%0.34%Q2 2023Q3 20232
CAMBRIDGE TRUST CO 220.00%0.00%0.00%Q4 2022Q1 20232
Aspen Grove Capital, LLC 220.20%0.25%0.30%Q2 2023Q3 20232
25 LLC 220.10%0.10%0.10%Q1 2023Q2 20232
CFS Investment Advisory Services, LLC 110.00%4.45%8.90%Q2 2021Q1 20222
WestHill Financial Advisors, Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
WESPAC Advisors SoCal, LLC 220.01%0.01%0.02%Q3 2017Q4 20172
Arbor Wealth Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Values Added Financial LLC 220.57%0.59%0.62%Q2 2023Q3 20232
Cypress Point Wealth Management, LLC 220.03%0.03%0.03%Q2 2021Q3 20212
TrinityPoint Wealth, LLC 220.15%0.16%0.16%Q3 2019Q4 20192
Archer Investment Corp 220.00%0.00%0.00%Q2 2023Q3 20232
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q1 2020Q1 20222
Aprio Wealth Management, LLC 110.14%1.75%3.37%Q4 2019Q3 20222
BKA Wealth Consulting, Inc. 222.50%3.70%4.89%Q1 2022Q2 20222
Optas, LLC 220.06%0.06%0.06%Q3 2021Q4 20212
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.73%0.73%0.73%Q2 2023Q3 20232
Stratford Consulting, LLC 220.00%0.72%1.45%Q4 2019Q1 20202
Arcataur Capital Management LLC 220.98%1.00%1.01%Q2 2023Q3 20232
HOME FEDERAL BANK OF TENNESSEE 220.10%0.10%0.10%Q2 2020Q3 20202
New Republic Capital, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
INR ADVISORY SERVICES LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Kovitz Investment Group Partners, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Cardan Capital Partners, LLC 220.06%0.06%0.07%Q2 2021Q3 20212
Clarius Group, LLC 110.03%0.07%0.11%Q4 2018Q2 20212
Berkshire Money Management, Inc. 221.63%1.80%1.97%Q1 2018Q2 20182
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q1 2020Q3 20222
BRIGGS ADVISORY GROUP, INC. 221.03%1.08%1.12%Q4 2021Q1 20222
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q4 2022Q3 20232
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q4 2018Q3 20232
Paulson Wealth Management Inc. 220.28%0.28%0.29%Q2 2023Q3 20232
ROMANO BROTHERS AND COMPANY 110.01%0.24%0.46%Q4 2022Q3 20232
Wealthstream Advisors, Inc. 220.18%0.19%0.19%Q4 2021Q1 20222
First Pacific Financial 220.01%0.01%0.01%Q2 2023Q3 20232
Genesee Capital Advisors, LLC 220.90%1.00%1.09%Q4 2018Q1 20192
Financial Connections Group, Inc. 220.00%0.01%0.01%Q4 2021Q1 20222
BARCLAYS PLC 110.00%0.00%0.00%Q3 2018Q2 20192
Strategic Wealth Management Group, LLC 220.15%0.16%0.16%Q3 2019Q4 20192
DAVIS R M INC 220.11%0.11%0.11%Q2 2023Q3 20232
Financial Advantage, Inc. 110.01%0.04%0.06%Q3 2019Q2 20202
Fulcrum Capital LLC 220.12%0.13%0.13%Q3 2021Q4 20212
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.00%0.00%0.01%Q2 2023Q3 20232
CLIFFORD SWAN INVESTMENT COUNSEL LLC 220.02%0.03%0.05%Q1 2015Q2 20152
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q3 20202
Pinnacle Wealth Management Group, Inc. 222.13%2.26%2.39%Q2 2023Q3 20232
DIMENSIONAL FUND ADVISORS LP 220.00%0.00%0.00%Q4 2021Q1 20222
Long Wharf Investors, Inc. 220.83%0.85%0.86%Q1 2014Q2 20142
American Research & Management Co. 220.00%0.00%0.01%Q3 2020Q4 20202
Hayden Royal, LLC 110.10%0.15%0.19%Q4 2018Q1 20202
Clear Perspectives Financial Planning, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
Relative Value Partners Group, LLC 110.01%0.01%0.01%Q1 2022Q1 20232
KESTRA PRIVATE WEALTH SERVICES, LLC 110.01%0.01%0.01%Q4 2022Q3 20232
Charter Oak Capital Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Foundations Investment Advisors, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Knuff & Co LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Guidance Point Advisors, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Advisor OS, LLC 110.73%0.73%0.73%Q2 2020Q2 20201
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Wealth Advisory Solutions, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
IFS Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
MIRSKY FINANCIAL MANAGEMENT CORP. 110.30%0.30%0.30%Q4 2021Q4 20211
Harbor Group, Inc. 110.22%0.22%0.22%Q4 2021Q4 20211
Walleye Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Reitz Capital Advisors LLC 110.34%0.34%0.34%Q4 2018Q4 20181
RVW Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Bell Rock Capital LLC 111.02%1.02%1.02%Q2 2022Q2 20221
Coulter & Justus Financial Services, LLC 1112.88%12.88%12.88%Q1 2022Q1 20221
TCG Advisory Services, LLC 110.10%0.10%0.10%Q3 2022Q3 20221
Canton Hathaway, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
STABLEFORD CAPITAL II LLC 110.50%0.50%0.50%Q1 2023Q1 20231
Altus Wealth Group LLC 110.00%0.00%0.00%Q2 2021Q2 20211
LAZARD ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q4 2017Q4 20171
VisionPoint Advisory Group, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Aquire Wealth Advisors, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
Johnson Midwest Financial, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
CNB Bank 110.06%0.06%0.06%Q2 2019Q2 20191
ASPIRIANT HOLDINGS S3, LLC 110.10%0.10%0.10%Q4 2015Q4 20151
Veery Capital, LLC 110.32%0.32%0.32%Q4 2021Q4 20211
Claybrook Capital, LLC 110.31%0.31%0.31%Q2 2021Q2 20211
Aries Wealth Management 111.11%1.11%1.11%Q1 2022Q1 20221
Thrive Capital Management, LLC 110.25%0.25%0.25%Q1 2021Q1 20211
Gryphon Financial Partners LLC 110.06%0.06%0.06%Q4 2018Q4 20181
IFG Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
OUTFITTER FINANCIAL LLC 110.02%0.02%0.02%Q4 2021Q4 20211
GFS Private Wealth, LLC 112.92%2.92%2.92%Q4 2017Q4 20171
Orion Capital Management LLC 110.05%0.05%0.05%Q3 2023Q3 20231
AI Financial Services LLC 118.29%8.29%8.29%Q4 2018Q4 20181
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Oak Asset Management, LLC 118.53%8.53%8.53%Q2 2022Q2 20221
IronBridge Private Wealth, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Shilanski & Associates, Inc. 110.45%0.45%0.45%Q3 2022Q3 20221
Measured Wealth Private Client Group, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Spearhead Capital Advisors, LLC 111.70%1.70%1.70%Q4 2018Q4 20181
Ascension Asset Management LLC 113.03%3.03%3.03%Q4 2020Q4 20201
Caerus Investment Advisors, LLC 110.28%0.28%0.28%Q4 2021Q4 20211
Financial Consulate Inc. 115.10%5.10%5.10%Q2 2021Q2 20211
FourThought Financial, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Warren Street Wealth Advisors, LLC 110.20%0.20%0.20%Q1 2022Q1 20221
Arjuna Capital 110.03%0.03%0.03%Q2 2021Q2 20211
SELDON CAPITAL LP 111.69%1.69%1.69%Q1 2023Q1 20231
Pinnacle Wealth Advisors 110.03%0.03%0.03%Q2 2021Q2 20211
Boulder Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Financial Advisors Network, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
Lindenwold Advisors, INC 111.21%1.21%1.21%Q4 2022Q4 20221
Ullmann Wealth Partners Group, LLC 110.26%0.26%0.26%Q1 2021Q1 20211
CPWM, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
AFS Financial Group, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
First Command Financial Services, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Heirloom Wealth Management 110.20%0.20%0.20%Q4 2022Q4 20221
First Command Bank 110.00%0.00%0.00%Q1 2021Q1 20211
Strategic Asset Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Herold Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
CABANA LLC 110.00%0.00%0.00%Q2 2020Q2 20201
MFA WEALTH ADVISORS, LLC 110.03%0.03%0.03%Q2 2020Q2 20201
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 110.00%0.00%0.00%Q4 2019Q4 20191
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q4 2019Q4 20191
Reby Advisors, LLC 112.54%2.54%2.54%Q4 2020Q4 20201
Atlantic Union Bankshares Corp 110.02%0.02%0.02%Q4 2020Q4 20201
HORIZON FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Silicon Valley Capital Partners 110.00%0.00%0.00%Q1 2023Q1 20231
Inspire Investing, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Manhattan West Asset Management, LLC 110.14%0.14%0.14%Q4 2021Q4 20211
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q3 2018Q3 20181
Widmann Financial Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
St. Louis Trust Co 110.22%0.22%0.22%Q3 2023Q3 20231
Proficio Capital Partners LLC 110.14%0.14%0.14%Q3 2023Q3 20231
CULLINAN ASSOCIATES INC 110.01%0.01%0.01%Q4 2022Q4 20221
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Westbourne Investment Advisors, Inc. 110.05%0.05%0.05%Q3 2018Q3 20181
Prostatis Group LLC 110.11%0.11%0.11%Q2 2023Q2 20231
Squarepoint Ops LLC 110.00%0.00%0.00%Q3 2023Q3 20231
LEO BROKERAGE, LLC 110.06%0.06%0.06%Q3 2021Q3 20211
EdgeRock Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Zions Bancorporation 110.02%0.02%0.02%Q1 2016Q1 20161
Financial Enhancement Group LLC 110.00%0.00%0.00%Q1 2020Q1 20201
RESOLUTE FINANCIAL, LLC 110.17%0.17%0.17%Q1 2022Q1 20221
Pointe Capital Management LLC 110.14%0.14%0.14%Q4 2016Q4 20161
Donald L. Hagan, LLC 110.32%0.32%0.32%Q4 2019Q4 20191
THORNBURG INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q4 2018Q4 20181
Cypress Capital Management LLC (WY) 110.01%0.01%0.01%Q1 2019Q1 20191
USA FINANCIAL FORMULAS 110.00%0.00%0.00%Q4 2018Q4 20181
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
NorthRock Partners, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Karp Capital Management Corp 110.00%0.00%0.00%Q4 2018Q4 20181
SMI Advisory Services, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
Eagle Capital Management, LLC 110.42%0.42%0.42%Q4 2013Q4 20131
Granite Bay Wealth Management, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Joel Isaacson & Co., LLC 110.03%0.03%0.03%Q4 2015Q4 20151
Resurgent Financial Advisors LLC 110.14%0.14%0.14%Q1 2022Q1 20221
HOERTKORN RICHARD CHARLES 110.00%0.00%0.00%Q3 2019Q3 20191
Paradigm Financial Advisors, LLC 110.00%0.00%0.00%Q1 2014Q1 20141
FLAGSTAR ADVISORS INC 110.11%0.11%0.11%Q4 2022Q4 20221
Glassy Mountain Advisors, Inc. 110.03%0.03%0.03%Q4 2022Q4 20221
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
SECURITY NATIONAL BANK OF SO DAK 110.36%0.36%0.36%Q1 2015Q1 20151
Coyle Financial Counsel LLC 110.03%0.03%0.03%Q2 2018Q2 20181
Thor Advisors, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
AGRAN LIBBIE 110.18%0.18%0.18%Q1 2015Q1 20151
Balentine LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Osborn Williams & Donohoe LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Polaris Wealth Advisory Group, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Permit Capital Advisors, LLC 110.72%0.72%0.72%Q1 2022Q1 20221
PROVENCE WEALTH MANAGEMENT GROUP 110.04%0.04%0.04%Q3 2023Q3 20231
Lansing Street Advisors 110.04%0.04%0.04%Q1 2022Q1 20221
Freedom Investment Management, Inc. 110.05%0.05%0.05%Q1 2023Q1 20231
HT Partners LLC 110.25%0.25%0.25%Q2 2013Q2 20131
ARMSTRONG ADVISORY GROUP, INC 110.00%0.00%0.00%Q4 2022Q4 20221
Huntington Steele LLC 110.08%0.08%0.08%Q2 2014Q2 20141
Gilman Hill Asset Management, LLC 110.05%0.05%0.05%Q2 2022Q2 20221
GDS Wealth Management 110.04%0.04%0.04%Q2 2023Q2 20231
MARINO, STRAM & ASSOCIATES LLC 110.09%0.09%0.09%Q2 2022Q2 20221
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Second Half Financial Partners, LLC 110.11%0.11%0.11%Q2 2023Q2 20231
RFP Financial Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Creative Capital Management Investments LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WealthStone, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 111.93%1.93%1.93%Q4 2019Q4 20191
StoneX Group Inc. 110.04%0.04%0.04%Q3 2021Q3 20211
Kistler-Tiffany Companies, LLC 110.18%0.18%0.18%Q2 2023Q2 20231
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Trifecta Capital Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
VitalStone Financial, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
ZACKS INVESTMENT MANAGEMENT 110.01%0.01%0.01%Q2 2022Q2 20221
COMPASS CAPITAL MANAGEMENT, INC 110.03%0.03%0.03%Q2 2022Q2 20221
KANALY TRUST CO 110.00%0.00%0.00%Q4 2016Q4 20161
Schwab Charitable Fund 110.12%0.12%0.12%Q4 2019Q4 20191
Delta Financial Group, Inc. 110.08%0.08%0.08%Q3 2023Q3 20231
New England Investment & Retirement Group, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Weatherstone Capital Management 113.20%3.20%3.20%Q4 2018Q4 20181
HUTCHINSON CAPITAL MANAGEMENT/CA 110.05%0.05%0.05%Q3 2023Q3 20231
Authentikos Wealth Advisory, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Midwest Financial Group LLC 110.24%0.24%0.24%Q3 2023Q3 20231
DRW SECURITIES, L.L.C. 110.03%0.03%0.03%Q3 2022Q3 20221
PETRA FINANCIAL ADVISORS INC 117.84%7.84%7.84%Q1 2023Q1 20231
Sebold Capital Management, Inc. 110.16%0.16%0.16%Q1 2023Q1 20231
BOSTON ADVISORS LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Pine Valley Investments Ltd Liability Co 110.02%0.02%0.02%Q2 2023Q2 20231
Strategies Wealth Advisors, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
PCA Investment Advisory Services Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Carlsbad Wealth Advisory Group, Inc. 113.15%3.15%3.15%Q2 2023Q2 20231
Strategic Advocates LLC 112.45%2.45%2.45%Q3 2023Q3 20231
Prosperity Wealth Management, Inc. 110.19%0.19%0.19%Q4 2022Q4 20221
OPTIMUM INVESTMENT ADVISORS 110.00%0.00%0.00%Q3 2019Q3 20191
WFA Asset Management Corp 110.01%0.01%0.01%Q3 2023Q3 20231
Equita Financial Network, Inc. 110.53%0.53%0.53%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Ground Swell Capital, LLC 110.40%0.40%0.40%Q3 2023Q3 20231
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Kessler Investment Group, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
Clean Yield Group 110.00%0.00%0.00%Q1 2022Q1 20221
USCA RIA LLC 110.01%0.01%0.01%Q2 2021Q2 20211
PITCAIRN CO 110.18%0.18%0.18%Q4 2018Q4 20181
Brevan Howard Capital Management LP 111.93%1.93%1.93%Q4 2021Q4 20211
Accuvest Global Advisors 111.71%1.71%1.71%Q2 2015Q2 20151
IFC Holdings Incorporated/FL 110.02%0.02%0.02%Q4 2017Q4 20171
STATE STREET CORP 110.00%0.00%0.00%Q4 2015Q4 20151
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Legacy Wealth Management, Inc 110.02%0.02%0.02%Q4 2016Q4 20161
CAPITAL ONE, NATIONAL ASSOCIATION 110.06%0.06%0.06%Q4 2019Q4 20191
Verus Financial Partners, Inc. 110.51%0.51%0.51%Q3 2020Q3 20201
Lubar & Co., Inc 114.13%4.13%4.13%Q2 2015Q2 20151
BRR OpCo, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FIRST MERCHANTS CORP 110.03%0.03%0.03%Q4 2019Q4 20191
OLD MISSION CAPITAL, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
CITY HOLDING CO 110.00%0.00%0.00%Q4 2022Q4 20221
Taylor, Cottrill LLC 110.16%0.16%0.16%Q4 2015Q4 20151
Busey Bank 110.06%0.06%0.06%Q2 2022Q2 20221
ROMAN BUTLER FULLERTON & CO 110.32%0.32%0.32%Q4 2022Q4 20221
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q4 2019Q4 20191
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q2 2015Q2 20151
AVIANCE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
NOVARE CAPITAL MANAGEMENT LLC 110.08%0.08%0.08%Q4 2018Q4 20181
Aureus Asset Management, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
SouthState Corp 110.00%0.00%0.00%Q2 2022Q2 20221
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
HEADINVEST, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Hirtle Callaghan & Co LLC 110.02%0.02%0.02%Q1 2022Q1 20221
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
THOMPSON DAVIS & CO., INC. 110.01%0.01%0.01%Q3 2018Q3 20181
Beaumont Financial Partners, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.00%0.00%0.00%Q2 2013Q2 20131
CAMBIAR INVESTORS LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Yorktown Management & Research Co Inc 110.06%0.06%0.06%Q4 2016Q4 20161
HHG & Company, LLC 110.11%0.11%0.11%Q1 2016Q1 20161
MOTCO 110.00%0.00%0.00%Q4 2017Q4 20171
BANYAN CAPITAL MANAGEMENT, INC. 112.10%2.10%2.10%Q4 2018Q4 20181
Veritable, L.P. 110.01%0.01%0.01%Q4 2018Q4 20181
Consolidated Planning Corp 110.00%0.00%0.00%Q3 2021Q3 20211
Seven Springs Wealth Group, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
RMR Wealth Builders 110.24%0.24%0.24%Q3 2023Q3 20231
Summit Wealth Group, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
360 Financial, Inc. 110.10%0.10%0.10%Q2 2023Q2 20231
Investment Research & Advisory Group, Inc. 110.04%0.04%0.04%Q2 2023Q2 20231
Aurora Private Wealth, Inc. 110.09%0.09%0.09%Q4 2019Q4 20191
Royal Fund Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Inspire Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Veracity Capital LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Country Club Trust Company, n.a. 110.04%0.04%0.04%Q2 2020Q2 20201
Cardinal Strategic Wealth Guidance 110.02%0.02%0.02%Q1 2022Q1 20221
AXS Investments LLC 110.09%0.09%0.09%Q3 2021Q3 20211
Lionsbridge Wealth Management LLC 112.47%2.47%2.47%Q4 2019Q4 20191
JACKSON SQUARE CAPITAL, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
HawsGoodwin Investment Management LLC 110.00%0.00%0.00%Q4 2020Q4 20201
BASSO CAPITAL MANAGEMENT, L.P. 110.01%0.01%0.01%Q2 2023Q2 20231
Klaas Financial Asset Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Meeder Advisory Services, Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
Bordeaux Wealth Advisors LLC 110.29%0.29%0.29%Q1 2023Q1 20231
Tri-Star Advisors Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Tranquility Partners, LLC 110.23%0.23%0.23%Q2 2019Q2 20191
PNC Managed Account Solutions, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
OneAscent Financial Services LLC 111.05%1.05%1.05%Q3 2023Q3 20231
COLTON GROOME FINANCIAL ADVISORS, LLC 110.52%0.52%0.52%Q1 2020Q1 20201
EPIQ Capital Group, LLC 110.32%0.32%0.32%Q4 2019Q4 20191
BCGM Wealth Management, LLC 110.15%0.15%0.15%Q4 2020Q4 20201
TRANSCEND CAPITAL ADVISORS, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
RDA Financial Network 110.16%0.16%0.16%Q3 2019Q3 20191
CATALYST PRIVATE WEALTH, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
JEPPSON WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
External links

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