SCHWAB STRATEGIC TR shareholder history

Current and past SCHWAB STRATEGIC TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MCF Advisors LLC 4070.00%0.24%1.14%Q4 2011Q3 202347
Bartlett & Co. LLC 26160.02%0.15%0.28%Q2 2013Q4 202342
ENVESTNET ASSET MANAGEMENT INC 42420.01%0.10%0.41%Q2 2013Q3 202342
Courage Miller Partners, LLC 42420.15%2.52%4.97%Q2 2013Q3 202342
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 42420.15%0.66%1.13%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.02%Q2 2013Q3 202342
Waverly Advisors, LLC 42420.15%0.68%1.69%Q2 2013Q3 202342
Retirement Planning Group, LLC 42420.39%2.30%4.82%Q2 2013Q3 202342
ProVise Management Group, LLC 42420.07%0.53%1.10%Q2 2013Q3 202342
Bangor Savings Bank 42420.34%1.62%4.46%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.03%0.11%Q2 2013Q3 202342
BSW Wealth Partners 41410.06%2.83%7.29%Q2 2013Q2 202341
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3920.09%0.31%0.84%Q2 2013Q3 202341
ROYAL BANK OF CANADA 3830.00%0.00%0.00%Q2 2013Q3 202341
ALESCO ADVISORS LLC 29120.06%0.43%0.78%Q2 2013Q3 202341
MORGAN STANLEY 40400.00%0.00%0.01%Q4 2013Q3 202340
Perigon Wealth Management, LLC 2810.05%0.20%0.48%Q3 2011Q3 202339
Pure Financial Advisors, LLC 22170.02%0.14%0.32%Q3 2013Q4 202339
Apriem Advisors 1910.01%4.33%13.77%Q2 2013Q3 202339
Friedenthal Financial 22170.32%5.69%10.92%Q4 2013Q3 202339
Mariner, LLC 38380.04%0.28%0.76%Q2 2014Q3 202338
JFS WEALTH ADVISORS, LLC 38380.01%0.28%1.36%Q2 2014Q3 202338
Allworth Financial LP 38380.00%0.06%0.32%Q2 2014Q3 202338
Horrell Capital Management, Inc. 38380.00%0.00%0.01%Q2 2014Q3 202338
WELLS FARGO & COMPANY/MN 38380.00%0.00%0.00%Q2 2014Q3 202338
Private Ocean, LLC 38380.00%0.02%0.04%Q1 2014Q2 202338
Cambridge Investment Research Advisors, Inc. 38380.01%0.15%0.54%Q2 2014Q3 202338
JMG Financial Group, Ltd. 38380.08%0.34%1.03%Q2 2014Q3 202338
BCWM, LLC 1610.23%0.35%0.48%Q2 2013Q3 202338
BANK OF MONTREAL /CAN/ 3210.00%0.00%0.01%Q2 2013Q3 202337
Financial Architects, Inc 3210.00%1.84%4.00%Q3 2013Q2 202337
Marquette Asset Management, LLC 3610.00%0.49%0.75%Q2 2013Q2 202337
Creative Planning 3340.00%0.04%0.09%Q2 2014Q3 202337
Burt Wealth Advisors 36360.12%0.44%1.88%Q4 2014Q3 202336
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 36360.34%5.07%7.49%Q4 2014Q3 202336
OGOREK ANTHONY JOSEPH /NY/ /ADV 36360.00%8.07%24.57%Q4 2014Q3 202336
FINANCIAL CONSULATE, INC 36360.16%0.79%3.35%Q4 2014Q3 202336
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
LPL Financial LLC 36360.00%0.01%0.03%Q4 2014Q3 202336
LEAVELL INVESTMENT MANAGEMENT, INC. 36360.19%0.98%1.83%Q4 2014Q3 202336
Landmark Financial Advisors, LLC 36360.26%1.15%2.50%Q4 2014Q3 202336
Twele Capital Management, Inc. 36360.08%0.25%0.35%Q4 2014Q3 202336
Summit Financial Strategies, Inc. 36360.80%1.71%2.34%Q4 2014Q3 202336
VALLEY NATIONAL ADVISERS INC 36360.00%0.21%1.67%Q4 2014Q3 202336
B. Riley Wealth Advisors, Inc. 36360.00%0.10%0.23%Q4 2014Q3 202336
Quantum Capital Management, LLC / NJ 35350.03%0.10%0.18%Q1 2015Q3 202335
ACR Alpine Capital Research, LLC 35350.02%0.06%0.12%Q1 2015Q3 202335
Sequoia Financial Advisors, LLC 35350.46%1.71%3.55%Q1 2015Q3 202335
Hanson & Doremus Investment Management 34340.00%0.11%0.42%Q2 2014Q3 202234
ROCKY MOUNTAIN ADVISERS, LLC 34340.10%0.71%1.64%Q2 2015Q3 202334
HBK Sorce Advisory LLC 2110.02%0.23%1.73%Q2 2013Q3 202334
Roundview Capital LLC 34340.12%0.74%1.50%Q2 2015Q3 202334
Curbstone Financial Management Corp 34340.49%0.83%1.30%Q3 2015Q4 202334
HighTower Advisors, LLC 34340.05%0.15%0.25%Q2 2015Q3 202334
APPLETON GROUP, LLC 1960.30%2.30%13.88%Q1 2014Q3 202334
Parkside Financial Bank & Trust 33330.04%0.08%0.31%Q3 2015Q3 202333
CAPTRUST FINANCIAL ADVISORS 33330.00%0.13%1.41%Q3 2015Q3 202333
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2040.15%1.13%2.34%Q1 2015Q3 202333
Sensible Financial Planning & Management, LLC. 32320.89%27.19%39.94%Q3 2014Q2 202232
PINNACLE ASSOCIATES LTD 32320.00%0.01%0.01%Q3 2014Q2 202232
Destination Wealth Management 32320.31%1.27%7.74%Q4 2015Q3 202332
AMI INVESTMENT MANAGEMENT INC 32320.28%1.29%2.22%Q3 2014Q2 202232
Corrigan Financial, Inc. 32320.71%1.27%1.80%Q4 2015Q3 202332
Krilogy Financial LLC 3110.49%5.22%8.32%Q3 2015Q3 202332
CABOT WEALTH MANAGEMENT INC 32320.04%0.44%1.53%Q1 2015Q4 202232
BlackRock Inc. 32320.00%0.00%0.01%Q4 2015Q3 202332
StrategIQ Financial Group, LLC 32320.03%0.18%0.37%Q4 2015Q3 202332
Sutton Wealth Advisors Inc. 31310.00%0.01%0.02%Q1 2016Q3 202331
FOSTER & MOTLEY INC 3010.02%0.05%0.08%Q1 2014Q2 202231
Cetera Investment Advisers 31310.01%0.14%0.71%Q1 2016Q3 202331
Avior Wealth Management, LLC 2560.01%0.19%0.41%Q4 2015Q3 202331
HENGEHOLD CAPITAL MANAGEMENT LLC 31310.08%5.70%14.41%Q1 2016Q3 202331
Roof Eidam Maycock Peralta, LLC 30300.07%0.75%8.52%Q2 2016Q3 202330
Schneider Downs Wealth Management Advisors, LP 30300.23%0.68%1.95%Q2 2016Q3 202330
FAS Wealth Partners, Inc. 30300.85%1.53%2.37%Q2 2016Q3 202330
Raymond James Financial Services Advisors, Inc. 1410.00%0.05%0.16%Q2 2013Q3 202330
Carnegie Capital Asset Management, LLC 30300.01%0.06%0.18%Q2 2016Q3 202330
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 30300.08%0.24%0.34%Q2 2016Q3 202330
Gradient Investments LLC 2420.00%0.04%0.10%Q2 2014Q2 202230
PHILLIPS FINANCIAL MANAGEMENT, LLC 20100.16%0.26%0.38%Q1 2016Q3 202330
BerganKDV Wealth Management, LLC 30300.10%1.11%3.26%Q1 2016Q2 202330
CITIGROUP INC 2820.00%0.00%0.00%Q1 2016Q3 202330
Moisand Fitzgerald Tamayo, LLC 2550.01%0.12%1.13%Q4 2015Q3 202330
One Capital Management, LLC 2510.02%0.36%1.24%Q1 2014Q3 202330
Homrich & Berg 29290.01%0.18%1.73%Q3 2014Q3 202129
PLANNING ALTERNATIVES LTD /ADV 29290.16%1.93%3.33%Q1 2014Q1 202129
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2610.00%0.00%0.02%Q2 2015Q3 202329
Private Advisor Group, LLC 2540.01%0.02%0.05%Q2 2016Q3 202329
MACROVIEW INVESTMENT MANAGEMENT LLC 29290.03%0.17%0.46%Q3 2016Q3 202329
US BANCORP \DE\ 1940.00%0.00%0.00%Q1 2015Q3 202329
MONEYWISE, INC. 29290.25%0.46%0.90%Q3 2016Q3 202329
Rock Point Advisors, LLC 29290.08%0.11%0.17%Q3 2016Q3 202329
Gemmer Asset Management LLC 29290.01%0.79%1.41%Q3 2015Q3 202229
IFP Advisors, Inc 1710.01%0.10%0.21%Q4 2015Q3 202329
SUSQUEHANNA INTERNATIONAL GROUP, LLP 610.00%0.00%0.02%Q2 2013Q2 202328
Financial Engines Advisors L.L.C. 28280.27%0.79%2.24%Q4 2016Q3 202328
Lee Financial Co 28280.01%0.60%1.28%Q4 2016Q3 202328
EP Wealth Advisors, LLC 2010.01%0.12%0.83%Q4 2013Q4 202228
Parallel Advisors, LLC 28280.00%0.04%0.12%Q4 2016Q3 202328
FCA CORP /TX 28280.18%0.61%1.05%Q1 2015Q4 202128
Brinker Capital Investments, LLC 28280.00%0.06%0.11%Q2 2013Q1 202028
SigFig Wealth Management, LLC 28280.23%0.60%2.87%Q4 2016Q3 202328
Simplicity Solutions, LLC 2610.01%0.24%1.09%Q2 2015Q1 202328
Ancora Advisors LLC 28280.08%0.77%1.18%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.15%0.71%1.39%Q1 2016Q4 202228
VALICENTI ADVISORY SERVICES INC 28280.12%0.83%1.32%Q3 2016Q2 202328
ACCESS FINANCIAL SERVICES, INC. 28280.14%2.00%22.51%Q4 2016Q3 202328
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 28280.22%0.69%1.25%Q4 2016Q3 202328
BlueSky Wealth Advisors, LLC 28285.00%7.78%9.61%Q4 2016Q3 202328
Diversified Investment Strategies, LLC 1520.23%1.26%4.47%Q3 2015Q3 202328
Peak Financial Management, Inc. 28280.11%1.22%1.87%Q4 2016Q3 202328
McAdam, LLC 28285.56%8.13%11.26%Q4 2016Q3 202328
REDW Wealth LLC 28280.09%0.28%0.59%Q4 2016Q3 202328
Peak Asset Management, LLC 28280.08%0.19%0.28%Q2 2015Q1 202228
Alliance Wealth Management Group 28287.59%11.47%24.82%Q3 2016Q2 202328
Avantax Planning Partners, Inc. 28283.21%8.13%10.95%Q4 2016Q3 202328
LVW Advisors, LLC 14130.12%0.86%3.05%Q4 2014Q3 202327
TOTAL INVESTMENT MANAGEMENT INC 27270.03%3.23%10.22%Q4 2016Q2 202327
Exchange Capital Management, Inc. 27270.02%1.13%2.64%Q1 2017Q3 202327
ASPIRIANT, LLC 27270.02%0.17%0.52%Q1 2017Q3 202327
Koshinski Asset Management, Inc. 27270.07%0.19%0.74%Q1 2017Q3 202327
Capital Investment Advisory Services, LLC 14130.00%0.20%0.81%Q4 2016Q3 202327
Atria Investments, Inc 1230.03%0.24%0.78%Q2 2013Q3 202327
Fiduciary Group LLC 27270.11%0.31%0.63%Q2 2015Q4 202127
AJ WEALTH STRATEGIES, LLC 27270.02%1.17%4.06%Q4 2016Q2 202327
Frontier Wealth Management LLC 1890.00%0.88%3.57%Q4 2014Q2 202227
BFSG, LLC 27270.54%1.32%2.58%Q1 2017Q3 202327
Kohmann Bosshard Financial Services, LLC 2524.34%7.65%10.54%Q4 2016Q3 202327
Kelman-Lazarov, Inc. 16110.08%1.27%6.43%Q1 2016Q3 202327
WBH ADVISORY INC 2430.07%0.15%0.24%Q4 2016Q3 202327
Kingsview Wealth Management, LLC 2060.03%0.31%0.84%Q1 2017Q3 202326
Ausdal Financial Partners, Inc. 1810.05%0.11%0.25%Q4 2015Q3 202326
SIGNATUREFD, LLC 2510.01%0.04%0.10%Q1 2016Q3 202326
OneDigital Investment Advisors LLC 26260.35%4.98%7.92%Q2 2017Q3 202326
JANE STREET GROUP, LLC 710.00%0.02%0.08%Q1 2014Q3 202326
MML INVESTORS SERVICES, LLC 26260.00%0.01%0.03%Q2 2017Q3 202326
JANICZEK WEALTH MANAGEMENT, LLC 26260.74%1.29%1.92%Q2 2017Q3 202326
Advisory Services Network, LLC 1810.00%0.02%0.06%Q1 2015Q3 202326
Newman Dignan & Sheerar, Inc. 26260.13%1.96%5.82%Q2 2017Q3 202326
NEXT Financial Group, Inc 14120.00%0.02%0.05%Q4 2014Q4 202126
Geneos Wealth Management Inc. 26260.00%0.02%0.07%Q2 2017Q3 202326
Blume Capital Management, Inc. 25250.01%0.07%0.12%Q1 2017Q1 202325
JPMORGAN CHASE & CO 2410.00%0.00%0.01%Q1 2017Q3 202325
Garde Capital, Inc. 25250.08%0.22%0.41%Q2 2014Q2 202025
Maple Capital Management, Inc. 13120.03%0.05%0.07%Q2 2017Q3 202325
Horan Securities, Inc. 1870.02%2.10%7.21%Q1 2017Q2 202325
Global Retirement Partners, LLC 1870.01%0.13%0.44%Q2 2017Q3 202325
Stockman Wealth Management, Inc. 25250.18%0.37%0.51%Q3 2017Q3 202325
Portfolio Solutions, LLC 2410.01%0.50%0.83%Q4 2015Q3 202225
Liberty Capital Management, Inc. 13120.07%0.24%0.41%Q2 2017Q3 202325
Cypress Wealth Services, LLC 24240.59%0.89%1.41%Q4 2017Q3 202324
RKL Wealth Management LLC 24240.36%0.60%0.87%Q4 2017Q3 202324
Mutual Advisors, LLC 24240.35%0.50%0.94%Q4 2017Q3 202324
Mokosak Advisory Group, LLC 24245.92%8.53%11.08%Q4 2017Q3 202324
D.B. Root & Company, LLC 24240.22%3.26%6.86%Q4 2017Q3 202324
BOK Financial Private Wealth, Inc. 1860.00%0.04%0.08%Q1 2014Q3 202324
Live Your Vision, LLC 24240.36%6.29%17.12%Q2 2013Q1 201924
NORTHWEST INVESTMENT COUNSELORS, LLC 2220.01%1.47%2.25%Q2 2017Q3 202324
Gradient Capital Advisors, LLC 24240.38%1.24%2.07%Q4 2017Q3 202324
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 24240.02%0.56%1.64%Q4 2017Q3 202324
C M BIDWELL & ASSOCIATES LTD 24240.46%1.33%2.82%Q4 2017Q3 202324
Front Row Advisors LLC 24240.06%0.09%0.13%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.26%0.45%0.67%Q4 2017Q3 202324
Pinnacle Advisory Group, Inc. 1810.02%0.43%1.20%Q3 2014Q1 202124
HoyleCohen, LLC 24240.02%0.06%0.09%Q4 2017Q3 202324
TOTH FINANCIAL ADVISORY CORP 24240.02%0.08%0.15%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.34%0.44%0.73%Q4 2017Q3 202324
COOPER/HAIMS ADVISORS, LLC 24240.89%9.79%18.80%Q4 2017Q3 202324
UMB Bank, n.a. 1770.00%0.01%0.01%Q4 2015Q2 202324
Bigelow Investment Advisors, LLC 24240.87%3.83%7.82%Q4 2017Q3 202324
Gs Investments, Inc. 1310.15%0.27%0.52%Q2 2017Q3 202323
Tortoise Investment Management, LLC 1330.00%0.02%0.07%Q1 2013Q4 202223
Chesapeake Wealth Management 23231.22%1.93%2.52%Q1 2018Q3 202323
SVA Wealth Management, LLC 1710.03%1.10%2.74%Q2 2014Q4 202023
Alpha Omega Wealth Management LLC 12110.02%0.09%0.19%Q4 2016Q3 202323
CreativeOne Wealth, LLC 23230.09%3.23%17.80%Q1 2018Q3 202323
OARSMAN CAPITAL, INC. 1760.08%0.28%0.62%Q4 2015Q3 202123
Alaska Wealth Advisors 1670.16%0.50%1.18%Q4 2017Q3 202323
Acorn Wealth Advisors, LLC 2030.18%0.24%0.36%Q4 2017Q3 202323
Versant Capital Management, Inc 23230.01%0.05%0.17%Q2 2018Q4 202323
WEALTHCARE CAPITAL MANAGEMENT LLC 2120.00%0.01%0.02%Q1 2014Q4 201923
VAUGHAN DAVID INVESTMENTS LLC/IL 23230.02%0.04%0.11%Q1 2018Q3 202323
BUCKINGHAM STRATEGIC WEALTH, LLC 1310.00%0.18%1.13%Q2 2013Q3 202322
Successful Portfolios LLC 22220.20%0.93%1.98%Q4 2017Q1 202322
Towercrest Capital Management 22224.48%5.98%7.58%Q2 2018Q3 202322
TCI Wealth Advisors, Inc. 1510.00%0.04%0.49%Q2 2017Q3 202322
Whitegate Investment Counselors, Inc. 22220.12%0.17%0.25%Q2 2016Q3 202122
Blue Chip Partners, LLC 22220.07%0.13%0.19%Q4 2016Q1 202222
SHEETS SMITH WEALTH MANAGEMENT 1910.02%0.25%1.28%Q4 2017Q3 202322
Brand Asset Management Group, Inc. 22220.00%0.26%0.37%Q2 2018Q3 202322
OPTIMUM INVESTMENT ADVISORS 22220.01%0.06%0.10%Q3 2018Q4 202322
BRIGHTON JONES LLC 2020.01%0.03%0.06%Q2 2017Q2 202322
Granite Investment Partners, LLC 22220.00%0.00%0.01%Q2 2018Q3 202322
Cambridge Advisors Inc. 1570.06%0.15%0.25%Q4 2014Q4 202022
LADENBURG THALMANN FINANCIAL SERVICES INC. 2110.00%0.04%0.07%Q2 2013Q4 201922
Heritage Wealth Advisors 21210.00%0.01%0.03%Q3 2018Q3 202321
SNS Financial Group, LLC 1740.49%0.57%0.72%Q2 2018Q3 202321
Madden Advisory Services, Inc. 21210.51%0.96%3.00%Q2 2013Q2 201821
EVERETT HARRIS & CO /CA/ 21210.00%0.01%0.01%Q3 2017Q3 202221
Laurel Wealth Advisors, Inc. 1470.02%0.06%0.12%Q1 2017Q2 202221
FINANCIAL LIFE ADVISORS 950.11%1.98%10.03%Q4 2017Q3 202321
Covington Capital Management 21210.00%0.00%0.00%Q3 2017Q3 202221
Wakefield Asset Management LLLP 21211.65%2.24%2.79%Q3 2018Q3 202321
VERITY Wealth Advisors 21210.90%5.46%9.72%Q4 2018Q4 202321
FormulaFolio Investments, LLC 1620.02%0.23%0.74%Q4 2014Q4 202021
JONES FINANCIAL COMPANIES LLLP 21210.00%0.00%0.02%Q3 2018Q3 202321
CREATIVE FINANCIAL DESIGNS INC /ADV 1040.00%0.46%0.79%Q4 2016Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.07%Q3 2018Q3 202321
Domani Wealth, LLC 21210.04%1.01%2.37%Q1 2016Q1 202121
Summit Asset Management, LLC 21210.09%3.73%7.87%Q4 2014Q4 201921
Armbruster Capital Management, Inc. 20200.08%0.24%0.38%Q4 2015Q3 202020
COMMONWEALTH EQUITY SERVICES, LLC 20200.00%0.01%0.05%Q4 2018Q3 202320
Larson Financial Group LLC 20200.03%0.42%1.96%Q4 2018Q3 202320
Citadel Advisors 610.00%0.00%0.01%Q1 2018Q3 202320
Meridian Wealth Management, LLC 1510.02%0.06%0.15%Q3 2017Q3 202320
American Portfolios Advisors 20200.00%0.01%0.02%Q4 2017Q3 202220
RESTON WEALTH MANAGEMENT LLC 20201.20%2.70%3.97%Q4 2018Q3 202320
Beacon Pointe Advisors, LLC 20200.10%0.31%0.75%Q4 2018Q3 202320
SEGALL BRYANT & HAMILL, LLC 1460.00%0.00%0.01%Q2 2018Q2 202320
FIRST MERCANTILE TRUST CO 1190.49%1.36%1.74%Q3 2014Q3 201920
Wealthspire Advisors, L.P. 20200.79%1.06%1.91%Q4 2015Q3 202020
GOLDMAN SACHS GROUP INC 1010.00%0.01%0.02%Q1 2012Q3 202320
GREAT VALLEY ADVISOR GROUP, INC. 20200.03%0.06%0.13%Q4 2018Q3 202320
MorganRosel Wealth Management, LLC 20200.38%5.88%7.79%Q4 2018Q3 202320
NYL Investors LLC 20200.12%0.85%1.74%Q4 2018Q3 202320
Vantage Investment Advisors, LLC 20200.01%0.17%0.63%Q4 2013Q3 201820
Zhang Financial LLC 20200.14%0.35%0.56%Q4 2018Q3 202320
SAGE FINANCIAL GROUP INC 1310.03%0.14%0.36%Q4 2017Q3 202320
MARK SHEPTOFF FINANCIAL PLANNING, LLC 1190.00%0.02%0.06%Q2 2016Q3 202220
Total Wealth Planning, LLC 20207.51%12.38%16.48%Q4 2018Q3 202320
MANCHESTER FINANCIAL INC 20200.34%0.56%1.78%Q4 2018Q3 202320
Graves Light Lenhart Wealth, Inc. 20200.24%0.83%1.54%Q4 2018Q3 202320
Steward Partners Investment Advisory, LLC 1820.00%0.00%0.01%Q2 2018Q3 202320
Burleson & Company, LLC 1280.02%2.09%6.47%Q4 2017Q4 202220
Alley Co LLC 20200.02%0.08%0.12%Q1 2017Q4 202120
HHM Wealth Advisors, LLC 20200.11%0.46%2.76%Q4 2018Q3 202320
Resource Planning Group 1640.27%0.67%1.41%Q3 2018Q3 202320
Allen Capital Group, LLC 20200.04%0.57%1.58%Q4 2017Q3 202220
CWM, LLC 1020.00%0.00%0.00%Q1 2018Q3 202320
MANAGED ACCOUNT SERVICES INC 20200.11%0.30%0.54%Q4 2016Q3 202120
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.02%0.10%0.17%Q1 2016Q4 202020
LATHROP INVESTMENT MANAGEMENT CORP 20200.20%0.25%0.36%Q4 2018Q3 202320
RHS Financial, LLC 20200.29%1.06%1.73%Q4 2018Q3 202320
Omega Financial Group, LLC 20201.19%3.71%6.12%Q4 2018Q3 202320
Financial Management Professionals, Inc. 20200.00%2.79%10.24%Q4 2018Q3 202320
MARSHALL FINANCIAL GROUP INC /ADV 20200.37%0.78%1.16%Q4 2018Q3 202320
WealthShield Partners, LLC 19190.08%0.46%1.30%Q1 2019Q3 202319
Providence Wealth Advisors, LLC 1540.21%0.28%0.44%Q2 2018Q1 202319
Ironwood Financial, llc 1140.00%0.01%0.04%Q4 2014Q3 202119
Evensky & Katz LLC 19190.03%0.69%1.25%Q1 2019Q3 202319
OLD MISSION CAPITAL LLC 410.02%0.24%0.94%Q2 2017Q3 202319
Stratos Wealth Partners, LTD. 19190.01%0.04%0.15%Q2 2016Q4 202019
BDO Wealth Advisors, LLC 19190.03%0.08%0.17%Q4 2018Q2 202319
Apollon Wealth Management, LLC 19190.01%3.93%16.84%Q4 2018Q2 202319
Clearwater Capital Advisors, LLC 1810.01%0.57%1.95%Q1 2018Q3 202319
Bogart Wealth, LLC 19190.14%0.31%0.65%Q1 2019Q3 202319
Aptus Capital Advisors, LLC 19190.00%0.05%0.37%Q1 2019Q3 202319
Stratos Wealth Advisors, LLC 19190.04%0.19%0.51%Q1 2019Q3 202319
STRATEGIC CAPITAL ADVISERS, INC. 19190.68%1.34%1.86%Q4 2017Q2 202219
BNP PARIBAS FINANCIAL MARKETS 1630.00%0.01%0.03%Q1 2018Q3 202319
Investors Research Corp 19190.04%0.10%0.21%Q1 2019Q3 202319
CUTLER INVESTMENT COUNSEL LLC 19190.08%0.11%0.16%Q1 2019Q3 202319
Western Wealth Management, LLC 1180.02%0.06%0.11%Q4 2018Q3 202319
Opes Wealth Management LLC 19190.12%3.27%11.12%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.78%2.59%Q1 2019Q3 202319
TimeScale Financial, Inc. 19190.01%4.48%16.46%Q4 2018Q2 202319
St. Johns Investment Management Company, LLC 19190.00%0.01%0.04%Q3 2015Q1 202019
RATIONAL ADVISORS LLC 1630.17%4.02%9.66%Q1 2018Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Confluence Wealth Management LLC 1810.10%2.17%5.13%Q3 2015Q3 202019
Cubic Asset Management, LLC 1810.06%0.11%0.13%Q2 2013Q3 201819
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.47%1.24%1.82%Q1 2019Q3 202319
CAHILL FINANCIAL ADVISORS INC 1090.00%0.12%0.22%Q4 2018Q3 202319
PRING TURNER CAPITAL GROUP INC 18183.58%4.27%5.80%Q3 2014Q4 201818
Aspen Investment Management Inc 18180.16%0.23%0.32%Q2 2013Q3 201718
JNBA Financial Advisors 830.00%0.00%0.02%Q2 2014Q4 202218
MONETA GROUP INVESTMENT ADVISORS LLC 1710.00%0.30%0.44%Q2 2018Q3 202318
TRUSTCORE FINANCIAL SERVICES, LLC 1620.00%0.01%0.01%Q2 2018Q4 202218
Red Cedar Capital, LLC 1440.02%0.18%0.25%Q4 2017Q4 202218
Callan Capital, LLC 1260.35%1.25%2.27%Q3 2015Q3 202318
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 18180.01%0.01%0.02%Q2 2018Q3 202218
Savant Capital, LLC 18180.02%0.13%0.31%Q2 2019Q3 202318
Broadview Financial Management, LLC 18180.22%0.68%1.16%Q4 2017Q1 202218
Almanack Investment Partners, LLC. 1420.02%0.65%4.52%Q1 2017Q2 202218
NAPLES GLOBAL ADVISORS, LLC 1260.03%0.06%0.10%Q3 2016Q1 202218
AE Wealth Management LLC 910.00%0.03%0.08%Q1 2018Q3 202318
Genesee Capital Advisors, LLC 1080.16%0.61%1.51%Q4 2018Q2 202318
Milliman Financial Risk Management LLC 1081.46%1.97%2.24%Q1 2018Q3 202218
Baird Financial Group, Inc. 1710.00%0.01%0.01%Q3 2016Q3 202218
MISSION WEALTH MANAGEMENT, LP 17170.01%0.10%0.20%Q4 2017Q4 202117
TD Ameritrade Trust Co 17171.67%3.10%4.37%Q1 2015Q1 201917
Holistic Financial Partners 981.90%6.93%11.32%Q4 2017Q1 202217
Cerity Partners LLC 1250.01%0.14%0.47%Q2 2019Q3 202317
Patriot Financial Group Insurance Agency, LLC 17170.00%0.15%0.48%Q3 2019Q3 202317
Baldrige Asset Management LLC 17170.51%0.89%1.28%Q1 2019Q1 202317
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 1340.18%0.52%1.11%Q4 2018Q3 202317
Sowell Financial Services LLC 1020.04%0.10%0.42%Q4 2018Q3 202317
REILLY FINANCIAL ADVISORS, LLC 17170.11%0.29%0.44%Q4 2017Q4 202117
Barnett & Company, Inc. 1520.01%0.12%0.36%Q2 2015Q3 201917
STERLING INVESTMENT MANAGEMENT, LLC 17170.17%0.91%3.96%Q2 2018Q2 202217
Black Diamond Financial, LLC 1520.07%0.16%0.26%Q4 2018Q1 202317
LINCOLN NATIONAL CORP 17170.03%0.04%0.05%Q3 2019Q3 202317
RAYMOND JAMES & ASSOCIATES 710.00%0.00%0.01%Q2 2017Q3 202317
Belpointe Asset Management LLC 710.01%0.11%0.55%Q3 2017Q1 202316
HOWE & RUSLING INC 1110.00%0.08%0.15%Q2 2013Q2 202216
Cordant, Inc. 16160.01%0.10%0.46%Q4 2019Q3 202316
CVA Family Office, LLC 16160.00%0.78%1.95%Q4 2019Q3 202316
FinTrust Capital Advisors, LLC 16160.00%0.00%0.00%Q4 2018Q3 202216
Marotta Asset Management 1331.37%3.94%8.58%Q4 2019Q4 202316
CLEAR INVESTMENT RESEARCH, LLC 880.01%0.08%0.17%Q2 2017Q1 202216
Harborview Advisors, LLC 16160.17%1.29%5.71%Q4 2017Q3 202116
USAdvisors Wealth Management, LLC 1150.18%2.94%6.14%Q3 2018Q3 202216
Cedar Mountain Advisors, LLC 16160.06%0.09%0.12%Q4 2019Q3 202316
Westside Investment Management, Inc. 1510.00%0.00%0.01%Q2 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.01%0.02%0.03%Q4 2019Q3 202316
Cedar Brook Financial Partners, LLC 1060.16%0.66%1.06%Q4 2018Q3 202316
FIFTH THIRD BANCORP 1060.00%0.00%0.00%Q2 2016Q3 202016
Meridian Wealth Partners, LLC 16160.15%0.23%0.31%Q4 2019Q3 202316
Legacy Bridge, LLC 16160.07%0.10%0.18%Q4 2019Q3 202316
FMR LLC 1310.00%0.00%0.00%Q3 2018Q3 202316
QUADRANT CAPITAL GROUP LLC 16160.03%0.05%0.09%Q4 2019Q3 202316
RBA Wealth Management, LLC 880.14%0.29%0.74%Q1 2019Q3 202316
THRIVENT FINANCIAL FOR LUTHERANS 1420.00%0.00%0.02%Q1 2019Q3 202316
Crestwood Advisors Group, LLC 1510.01%0.01%0.02%Q1 2017Q4 202116
SENTINEL PENSION ADVISORS INC 16160.06%1.48%2.87%Q4 2019Q3 202316
Curtis Advisory Group, LLC 16160.37%0.83%1.09%Q4 2019Q3 202316
Oldfather Financial Services, LLC 16160.32%0.50%0.59%Q4 2019Q3 202316
Wagner Wealth Management, LLC 1240.01%0.11%0.37%Q4 2017Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.01%0.02%0.03%Q4 2019Q3 202316
Pacific Edge Advisors, LLC 16160.24%2.47%7.28%Q4 2017Q3 202116
FIFTH THIRD SECURITIES, INC. 610.09%0.42%1.41%Q2 2016Q3 202316
APPLETON PARTNERS INC/MA 16160.02%0.07%0.10%Q4 2018Q3 202216
Column Capital Advisors, LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
Dynamic Advisor Solutions LLC 1510.02%0.07%0.39%Q2 2018Q2 202216
BALLAST ADVISORS LLC 16160.15%0.47%0.75%Q4 2019Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.04%0.06%0.12%Q4 2019Q3 202316
CRA Financial Services, LLC 15150.07%0.16%0.26%Q4 2018Q2 202215
Modus Advisors, LLC 15150.09%2.94%5.44%Q4 2019Q2 202315
DEUTSCHE BANK AG\ 15150.00%0.00%0.00%Q1 2018Q3 202115
Rosenberg Matthew Hamilton 15150.01%0.02%0.05%Q1 2020Q3 202315
FORT PITT CAPITAL GROUP, LLC 1010.01%0.06%0.19%Q4 2017Q3 202315
DDD Partners, LLC 15150.12%0.20%0.28%Q3 2018Q1 202215
Peachtree Investment Partners, LLC 1230.01%0.02%0.04%Q4 2019Q3 202315
Lutz Financial Services LLC 15150.05%0.14%0.19%Q4 2018Q2 202215
NBT BANK N A /NY 15150.17%0.28%0.37%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.02%0.05%Q2 2016Q4 201915
Vivaldi Capital Management LP 15150.07%0.12%0.24%Q1 2020Q3 202315
Faithward Advisors, LLC 1140.00%0.10%0.38%Q4 2019Q3 202315
WealthTrust Fairport, LLC 1310.03%0.05%0.10%Q1 2015Q1 201915
BCS Wealth Management 1410.19%0.59%1.20%Q4 2019Q3 202315
Clearstead Advisors, LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
HC Advisors, LLC 1410.77%1.38%2.29%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.05%0.08%Q1 2020Q3 202315
FLAGSHIP HARBOR ADVISORS, LLC 15150.02%0.04%0.06%Q1 2020Q3 202315
BLAIR WILLIAM & CO/IL 910.00%0.00%0.00%Q4 2018Q3 202315
River Wealth Advisors LLC 15150.05%0.11%0.19%Q2 2018Q4 202115
Columbus Macro, LLC 15150.44%1.35%4.05%Q1 2018Q3 202115
Cedar Wealth Management, LLC 1230.01%0.39%3.08%Q1 2019Q3 202315
Triton Wealth Management, PLLC 15150.18%1.12%7.82%Q1 2020Q3 202315
Souders Financial Advisors 15151.62%2.58%5.33%Q1 2020Q3 202315
Valeo Financial Advisors, LLC 15150.00%0.00%0.00%Q3 2017Q1 202115
Mission Creek Capital Partners, Inc. 15151.48%2.88%5.93%Q1 2020Q3 202315
Avion Wealth 15150.02%0.58%1.35%Q1 2020Q3 202315
Retirement Group, LLC 1410.81%1.04%1.52%Q4 2019Q3 202315
AlphaStar Capital Management, LLC 520.02%1.48%5.17%Q2 2017Q3 202315
Cetera Advisor Networks LLC 1130.01%0.01%0.03%Q1 2020Q3 202314
Pensionmark Financial Group, LLC 14140.72%0.89%1.06%Q2 2020Q3 202314
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 14140.16%0.50%0.95%Q2 2020Q3 202314
PrairieView Partners, LLC 950.01%0.13%0.47%Q4 2017Q1 202214
AVANTAX ADVISORY SERVICES, INC. 1040.00%0.01%0.03%Q1 2020Q3 202314
Rockefeller Capital Management L.P. 14140.00%0.00%0.00%Q1 2020Q2 202314
Prospera Financial Services Inc 1310.01%0.04%0.08%Q3 2019Q3 202314
Prestige Wealth Management Group LLC 14140.02%0.12%0.31%Q2 2020Q3 202314
CAPITAL INSIGHT PARTNERS, LLC 14140.05%0.09%0.13%Q2 2020Q3 202314
HORAN CAPITAL MANAGEMENT 1130.58%1.39%2.88%Q2 2017Q4 202014
Hurlow Wealth Management Group, Inc. 14140.23%1.60%3.74%Q4 2018Q1 202214
SIMON QUICK ADVISORS, LLC 1210.00%0.04%0.08%Q1 2017Q3 202314
TRUIST FINANCIAL CORP 14140.00%0.00%0.00%Q2 2020Q3 202314
First Horizon Advisors, Inc. 14140.00%0.01%0.02%Q2 2018Q3 202114
Adero Partners, LLC 13130.16%1.17%3.75%Q4 2019Q4 202213
VALENTINE VENTURES LLC 941.25%1.60%2.07%Q4 2014Q3 201913
WEALTHSOURCE PARTNERS, LLC 1210.13%1.50%3.15%Q1 2016Q3 201913
MSI Financial Services Inc 13130.00%0.00%0.01%Q4 2013Q4 201613
Wealthspire Advisors, LLC 1210.03%0.24%0.85%Q1 2020Q3 202313
BOURGEON CAPITAL MANAGEMENT LLC 13130.00%0.00%0.01%Q3 2019Q3 202213
Renaissance Technologies 910.00%0.00%0.01%Q4 2017Q4 202213
Charles Schwab Investment Advisory, Inc. 1110.00%0.00%0.02%Q1 2018Q2 202313
MA Private Wealth 1120.05%0.08%0.12%Q4 2018Q1 202213
Barry Investment Advisors, LLC 13130.06%2.77%9.25%Q4 2018Q4 202113
Silicon Hills Wealth Management, LLC 13130.34%1.63%3.34%Q4 2019Q4 202213
FIRST NATIONAL CORP /MA/ /ADV 13130.08%0.28%1.03%Q4 2018Q4 202113
COLTON GROOME FINANCIAL ADVISORS, LLC 1210.14%0.32%0.56%Q2 2019Q4 202213
Virtu KCG Holdings LLC 730.00%0.03%0.12%Q3 2013Q2 201713
Selective Wealth Management, Inc. 13130.00%0.00%0.01%Q3 2019Q3 202213
PRUDENTIAL FINANCIAL INC 13130.00%0.00%0.00%Q3 2020Q3 202313
Cetera Advisors LLC 1030.01%0.02%0.03%Q4 2018Q3 202313
ZACKS INVESTMENT MANAGEMENT 510.01%0.01%0.02%Q4 2013Q3 202313
ATTICUS WEALTH MANAGEMENT, LLC 13130.00%0.01%0.03%Q4 2019Q4 202213
Patten Group, Inc. 13130.01%0.02%0.05%Q4 2015Q4 201813
Strategic Financial Services, Inc, 760.32%0.47%0.73%Q3 2016Q4 201913
Wade Financial Advisory, Inc 13130.37%0.57%0.99%Q4 2019Q4 202213
FORTE CAPITAL LLC /ADV 13130.29%0.50%0.73%Q1 2016Q1 201913
Integrated Wealth Concepts LLC 1120.01%0.05%0.10%Q4 2019Q3 202313
Foothills Asset Management, Ltd. 13130.21%0.30%0.35%Q1 2017Q1 202013
Mine & Arao Wealth Creation & Management, LLC. 13130.00%0.01%0.01%Q1 2020Q1 202313
Charles Schwab Trust Co 13130.10%1.94%5.48%Q3 2020Q3 202313
Mirae Asset Global Investments Co., Ltd. 610.00%0.00%0.01%Q4 2018Q1 202313
True North Advisors, LLC 620.30%0.62%1.13%Q4 2019Q3 202313
Capital Analysts, LLC 13130.00%0.01%0.02%Q1 2018Q1 202113
Elmwood Wealth Management, Inc. 710.00%0.01%0.01%Q1 2018Q4 202113
DELTA ASSET MANAGEMENT LLC/TN 13130.02%0.02%0.02%Q1 2015Q1 201813
Northeast Financial Group, Inc. 12122.54%9.55%15.83%Q4 2020Q3 202312
SALEM INVESTMENT COUNSELORS INC 12120.00%0.00%0.00%Q4 2020Q3 202312
AllGen Financial Advisors, Inc. 12120.19%0.30%0.39%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Bond & Devick Financial Network, Inc. 12124.38%5.67%7.15%Q4 2020Q3 202312
First Allied Advisory Services, Inc. 810.00%0.18%0.67%Q4 2015Q3 201912
Curi Wealth Management, LLC 12120.08%0.42%0.96%Q4 2020Q3 202312
PFG Advisors 750.03%0.11%0.27%Q2 2020Q3 202312
Tradition Wealth Management, LLC 12120.02%0.24%1.38%Q4 2020Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.01%0.02%0.12%Q4 2018Q3 202112
ENTERPRISE FINANCIAL SERVICES CORP 12120.00%0.03%0.06%Q1 2019Q4 202112
WNY Asset Management, LLC 12120.07%1.18%8.40%Q4 2020Q3 202312
Advisory Alpha, LLC 710.01%0.42%1.11%Q2 2016Q3 202312
Mariner Wealth Advisors-Cincinnati, LLC 12120.03%0.03%0.04%Q4 2015Q3 201812
Bedell Frazier Investment Counselling, LLC 12120.13%0.20%0.29%Q2 2019Q1 202212
PIERSHALE FINANCIAL GROUP, INC. 410.00%1.80%15.85%Q4 2013Q1 202312
Blossom Wealth Management 12123.79%6.12%14.40%Q4 2020Q3 202312
Arbor Wealth Management, LLC 930.01%2.09%4.27%Q4 2015Q2 201912
ANDERSON HOAGLAND & CO 12120.09%0.12%0.19%Q4 2020Q3 202312
Capital Directions Investment Advisors, LLC 520.00%0.01%0.05%Q2 2013Q3 201912
1900 WEALTH MANAGEMENT LLC 12120.14%0.35%0.72%Q4 2020Q3 202312
Fort Henry Capital, LLC 12120.23%0.24%0.26%Q4 2020Q3 202312
Laidlaw Wealth Management LLC 750.08%0.53%0.94%Q4 2019Q2 202312
Gainplan LLC 12120.25%0.83%1.91%Q2 2019Q1 202212
Concert Wealth Management Inc. 750.00%0.17%0.37%Q2 2014Q2 201712
RAND WEALTH, LLC 750.74%0.99%1.71%Q3 2015Q3 201812
Horan Capital Advisors, LLC. 910.05%0.13%0.18%Q1 2017Q3 202012
Kestra Advisory Services, LLC 930.01%0.03%0.16%Q3 2020Q3 202312
TrueWealth Advisors, LLC 12120.09%0.24%0.56%Q4 2020Q3 202312
Tradewinds Capital Management, LLC 12120.00%0.01%0.01%Q3 2018Q2 202112
Old Port Advisors 1110.10%0.22%0.29%Q2 2018Q2 202112
JBJ Investment Partners, LLC 12125.00%9.63%12.35%Q1 2019Q4 202112
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 12120.77%1.19%1.97%Q4 2020Q3 202312
Spire Wealth Management 11110.01%0.02%0.10%Q1 2021Q3 202311
Boltwood Capital Management 11110.33%1.08%1.80%Q1 2016Q3 201811
GUGGENHEIM CAPITAL LLC 11110.04%0.04%0.05%Q1 2021Q3 202311
Legacy Wealth Management, Inc 1010.02%0.38%3.50%Q4 2016Q3 202311
MONTAG A & ASSOCIATES INC 11110.00%0.00%0.00%Q1 2021Q3 202311
ALBION FINANCIAL GROUP /UT 1010.00%0.00%0.00%Q4 2020Q3 202311
Fortis Advisors, LLC 740.01%0.06%0.12%Q4 2018Q3 202311
55I, LLC 11110.05%0.22%1.31%Q3 2019Q1 202211
C-J Advisory, Inc. 11110.01%0.04%0.09%Q4 2016Q2 201911
PNC FINANCIAL SERVICES GROUP, INC. 810.00%0.00%0.00%Q3 2015Q3 202311
Cascade Investment Advisors, Inc. 610.01%0.01%0.02%Q3 2019Q1 202311
KAYS FINANCIAL ADVISORY CORP /ADV 920.05%0.30%2.55%Q3 2017Q3 202011
Providence Capital Advisors, LLC 610.00%0.03%0.12%Q1 2020Q3 202311
FIRETHORN WEALTH PARTNERS, LLC 830.36%1.03%1.49%Q4 2020Q3 202311
ISLAY CAPITAL MANAGEMENT, LLC 11110.02%0.03%0.05%Q4 2019Q2 202211
GSB Wealth Management, LLC 11110.37%0.72%1.40%Q1 2021Q3 202311
Financial Advocates Investment Management 11110.07%0.60%2.17%Q1 2018Q3 202011
Burns Matteson Capital Management, LLC 11110.32%1.04%2.45%Q4 2020Q2 202311
JUNCTURE WEALTH STRATEGIES, LLC 920.13%0.33%0.50%Q4 2020Q4 202311
Trutina Financial LLC 910.02%2.97%6.97%Q3 2013Q4 201611
DENVER INVESTMENT ADVISORS LLC 830.01%0.01%0.02%Q4 2014Q1 201811
OLD DOMINION CAPITAL MANAGEMENT INC 11110.05%0.07%0.09%Q1 2019Q3 202111
TAP Consulting, LLC 11111.72%3.92%6.08%Q3 2019Q1 202211
Jackson Hole Capital Partners, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
TRUEWEALTH LLC 11110.00%0.00%0.00%Q4 2017Q2 202011
IHT Wealth Management, LLC 520.02%0.04%0.08%Q4 2019Q3 202311
John W. Brooker & Co., CPAs 11110.02%0.18%0.24%Q4 2019Q2 202211
Signet Investment Advisory Group, Inc. 1010.02%0.48%0.60%Q4 2020Q3 202311
First Capital Advisors Group, LLC. 650.15%0.48%1.11%Q1 2017Q2 202311
Kaizen Financial Strategies 921.11%2.61%5.46%Q4 2020Q3 202311
Winfield Associates, Inc. 10100.03%0.03%0.04%Q3 2015Q4 201710
Prime Capital Investment Advisors, LLC 820.00%0.04%0.12%Q2 2019Q3 202310
TrinityPoint Wealth, LLC 10100.10%0.22%0.27%Q3 2019Q4 202110
Rappaport Reiches Capital Management, LLC 10100.29%1.30%3.02%Q2 2021Q3 202310
Human Investing LLC 10100.03%0.03%0.04%Q4 2018Q1 202110
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 910.01%0.02%0.03%Q3 2018Q1 202210
Verity & Verity, LLC 10100.04%0.06%0.08%Q2 2019Q3 202110
Allianz Asset Management GmbH 10100.00%0.00%0.00%Q4 2015Q1 201810
Hudock, Inc. 910.00%0.29%0.98%Q1 2018Q1 202110
SWS Partners 510.86%2.63%5.01%Q4 2017Q4 202010
Tatro Capital, LLC 10100.59%0.97%1.85%Q4 2019Q1 202210
SevenOneSeven Capital Management 10103.09%4.32%6.36%Q2 2021Q3 202310
BRR OpCo, LLC 10100.12%0.14%0.16%Q1 2019Q2 202110
MUFG Americas Holdings Corp 910.00%0.03%0.34%Q4 2015Q2 202210
Brookstone Capital Management 10100.01%0.02%0.02%Q2 2021Q3 202310
Clearshares LLC 642.15%2.85%4.25%Q2 2019Q4 202110
Connectus Wealth, LLC 730.00%0.90%2.41%Q1 2021Q3 202310
Bristlecone Advisors, LLC 520.01%2.72%4.57%Q2 2016Q2 202310
NWAM LLC 710.02%0.09%0.19%Q4 2016Q3 202310
Southern Wealth Management, LLP 10100.04%0.07%0.10%Q4 2019Q1 202210
NewSquare Capital LLC 820.00%0.00%0.01%Q1 2016Q3 201810
RITHOLTZ WEALTH MANAGEMENT 910.04%0.06%0.09%Q2 2017Q1 202010
BRINKER CAPITAL INC 10100.01%0.48%1.98%Q3 2016Q4 201810
Strategic Blueprint, LLC 10100.04%0.27%0.46%Q2 2021Q3 202310
Intelligence Driven Advisers, LLC 10100.10%0.57%1.19%Q4 2018Q1 202110
Orgel Wealth Management, LLC 10100.02%0.06%0.09%Q3 2019Q4 202110
Venture Visionary Partners LLC 10100.02%0.04%0.10%Q4 2020Q1 202310
Huber Financial Advisors, LLC 10100.33%1.36%3.20%Q4 2017Q1 202010
KILEY JUERGENS WEALTH MANAGEMENT, LLC 710.01%0.28%0.55%Q4 2017Q2 202210
KCS Wealth Advisory 10100.22%0.42%0.69%Q1 2020Q2 202210
Regal Investment Advisors LLC 820.00%0.06%0.22%Q2 2013Q3 202310
HARBOUR INVESTMENTS, INC. 640.08%0.18%0.27%Q1 2021Q3 202310
Blue Barn Wealth, LLC 10101.45%2.22%4.05%Q2 2021Q3 202310
Strategic Financial Planning, Inc. 10100.21%0.30%0.43%Q4 2019Q1 202210
Efficient Market Advisors, LLC 990.00%0.00%0.00%Q4 2013Q4 20159
Crabel Capital Management, LLC 510.20%0.48%0.94%Q4 2020Q2 20239
OptiFour Integrated Wealth Management, LLC 991.98%2.34%2.61%Q4 2017Q4 20199
Roble, Belko & Company, Inc 990.02%0.07%0.09%Q2 2016Q2 20189
Sandy Spring Bank 990.01%0.01%0.01%Q1 2015Q1 20179
AVALON CAPITAL MANAGEMENT 810.16%0.21%0.33%Q4 2013Q3 20169
Main Street Financial Solutions, LLC 990.05%0.08%0.15%Q4 2020Q4 20229
OTA Financial Group L.P. 411.14%3.49%7.87%Q1 2020Q1 20239
LAKE STREET ADVISORS GROUP, LLC 540.02%0.02%0.02%Q1 2019Q2 20219
CAROLINAS WEALTH CONSULTING LLC 810.00%0.00%0.01%Q4 2020Q3 20239
Opes Advisors Inc 991.60%3.22%10.18%Q4 2016Q4 20189
U.S. Capital Wealth Advisors, LLC 990.02%0.05%0.07%Q3 2021Q3 20239
Tenret Co LLC 995.22%11.50%14.27%Q2 2021Q2 20239
Maltin Wealth Management, Inc. 990.39%0.67%1.05%Q1 2020Q1 20229
CENTAURUS FINANCIAL, INC. 410.00%0.07%0.19%Q2 2018Q3 20229
Capital Advisory Group Advisory Services, LLC 990.00%0.01%0.07%Q1 2018Q1 20209
BENJAMIN F. EDWARDS & COMPANY, INC. 810.00%0.00%0.00%Q4 2018Q3 20229
PRIVATE CAPITAL MANAGEMENT LLC 610.08%0.14%0.21%Q1 2019Q3 20219
BLUE SQUARE ASSET MANAGEMENT, LLC 720.62%1.58%2.66%Q3 2019Q4 20219
Covenant Multifamily Offices, LLC 990.04%0.12%0.28%Q2 2019Q2 20219
SECURITY NATIONAL BANK OF SO DAK 720.17%0.23%0.30%Q3 2019Q4 20219
Wall Capital Group, Inc. 540.02%1.42%3.75%Q1 2017Q2 20209
Valmark Advisers, Inc. 990.00%0.02%0.03%Q3 2021Q3 20239
Ameritas Investment Company, LLC 610.02%0.06%0.12%Q1 2019Q3 20219
Phocas Financial Corp. 720.03%0.09%0.13%Q1 2021Q3 20239
Sage Financial Management Group, Inc. 310.43%4.37%13.25%Q4 2020Q3 20239
Econ Financial Services Corp 810.57%2.85%6.38%Q1 2019Q3 20239
Whelan Financial 990.15%0.28%0.50%Q3 2021Q3 20239
Stearns Financial Services Group 990.00%0.01%0.02%Q3 2018Q3 20209
Jackson Creek Investment Advisors LLC 990.19%0.29%0.38%Q3 2020Q3 20229
Slow Capital, Inc. 990.00%0.45%0.63%Q4 2017Q4 20199
Paracle Advisors, LLC 540.08%0.09%0.11%Q4 2016Q1 20219
KB FINANCIAL PARTNERS, LLC 520.01%0.01%0.01%Q1 2021Q3 20239
Baker Avenue Asset Management, LP 410.29%1.94%4.14%Q4 2018Q3 20239
Alexandria Capital, LLC 810.02%0.25%0.40%Q2 2014Q4 20209
361 CAPITAL LLC 990.09%0.15%0.31%Q2 2018Q2 20209
Sightline Wealth Advisors, LLC 540.21%0.67%1.23%Q4 2020Q3 20239
Highwater Wealth Management, LLC 441.34%1.91%2.42%Q1 2017Q3 20198
Rinkey Investments 880.18%0.30%0.43%Q4 2021Q3 20238
Abbrea Capital, LLC 880.08%0.12%0.20%Q4 2021Q3 20238
Destiny Wealth Partners, LLC 620.00%0.01%0.02%Q4 2020Q4 20228
Clay Northam Wealth Management, LLC 885.36%6.73%7.91%Q4 2021Q3 20238
Capital Asset Advisory Services LLC 880.00%0.01%0.02%Q4 2019Q3 20218
MANUFACTURERS LIFE INSURANCE COMPANY, THE 620.00%0.00%0.01%Q3 2016Q3 20188
DAVIS R M INC 880.01%0.01%0.01%Q2 2020Q1 20228
Resolute Advisors LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Index Fund Advisors, Inc. 880.02%0.03%0.06%Q4 2021Q3 20238
Guardian Wealth Management, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Revolve Wealth Partners, LLC 881.68%2.08%2.47%Q4 2021Q3 20238
WRAPMANAGER INC 210.08%1.13%3.14%Q4 2015Q1 20238
Orcam Financial Group 881.50%2.25%3.48%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.03%0.04%0.04%Q4 2021Q3 20238
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 880.01%0.01%0.01%Q1 2018Q4 20198
Congress Wealth Management LLC / DE / 880.02%0.07%0.37%Q4 2021Q3 20238
Glassman Wealth Services 440.00%0.03%0.06%Q2 2019Q4 20218
ADAMSBROWN WEALTH CONSULTANTS LLC 880.62%4.59%12.58%Q4 2021Q3 20238
HB Wealth Management, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
ARBOR CAPITAL MANAGEMENT INC /ADV 880.40%0.54%0.68%Q4 2021Q3 20238
Firestone Capital Management 880.00%0.00%0.00%Q4 2019Q3 20218
Barden Capital Management, Inc. 880.24%1.53%3.12%Q4 2021Q3 20238
Truadvice, LLC 880.35%0.53%0.83%Q4 2021Q3 20238
Ackerman Capital Advisors, LLC 510.01%0.13%0.33%Q2 2017Q4 20198
GIRARD PARTNERS LTD. 710.07%0.08%0.10%Q1 2017Q3 20238
KilterHowling LLC 887.93%14.09%29.52%Q4 2021Q3 20238
Blooom, Inc. 880.48%0.86%1.55%Q4 2020Q3 20228
XML Financial, LLC 410.03%0.06%0.12%Q1 2020Q2 20238
FirstPurpose Wealth LLC 880.31%0.53%0.93%Q4 2021Q3 20238
Powers Advisory Group, LLC 880.32%1.16%6.38%Q4 2021Q3 20238
Bison Wealth, LLC 880.05%0.06%0.08%Q4 2019Q3 20218
Red Tortoise LLC 440.12%0.50%1.03%Q3 2021Q3 20238
CAPITAL ONE FINANCIAL CORP 880.03%0.30%0.95%Q1 2020Q4 20218
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 310.00%0.00%0.01%Q2 2017Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Avidian Wealth Solutions, LLC 880.06%0.15%0.24%Q4 2021Q3 20238
All Season Financial Advisors, Inc. 710.26%0.90%5.10%Q3 2021Q3 20238
Indie Asset Partners, LLC 880.38%0.48%0.62%Q1 2021Q4 20228
RE Dickinson Investment Advisors, LLC 880.05%0.70%4.77%Q4 2021Q3 20238
Leo H. Evart, Inc. 880.42%0.73%0.96%Q4 2021Q3 20238
Stordahl Capital Management, Inc. 880.11%0.15%0.19%Q1 2019Q4 20208
AdvicePeriod, LLC 880.10%0.18%0.26%Q2 2018Q1 20208
West Financial Advisors, LLC 880.02%0.09%0.12%Q4 2020Q3 20228
Filbrandt Wealth Management, LLC 880.10%0.13%0.15%Q4 2019Q3 20218
Vigilant Capital Management, LLC 710.00%0.00%0.01%Q2 2014Q3 20208
Empirical Asset Management, LLC 880.37%0.45%0.55%Q4 2021Q3 20238
EWG Elevate Inc. 610.03%1.28%3.04%Q4 2019Q4 20228
GPWM LLC 880.01%0.05%0.08%Q4 2021Q3 20238
Opus Capital Group, LLC 530.04%0.06%0.08%Q4 2018Q4 20208
Tower Research Capital LLC (TRC) 310.00%0.00%0.01%Q2 2015Q3 20238
Endowment Wealth Management, Inc. 880.49%0.54%0.60%Q4 2021Q3 20238
Shearwater Capital LLC 880.83%0.97%1.10%Q4 2021Q3 20238
Miracle Mile Advisors, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
RETIREMENT GUYS FORMULA LLC 880.26%0.63%2.03%Q4 2021Q3 20238
Continuum Advisory, LLC 880.15%0.34%0.47%Q3 2018Q2 20208
Facet Wealth, Inc. 880.21%0.37%0.68%Q4 2020Q3 20228
STRINGER ASSET MANAGEMENT, LLC 880.02%1.04%1.98%Q2 2014Q1 20168
BADGLEY PHELPS & BELL INC 880.01%0.01%0.02%Q4 2017Q3 20198
HILL ISLAND FINANCIAL LLC 880.34%0.47%0.57%Q4 2021Q3 20238
Advisory Services & Investments, LLC 881.24%8.76%16.95%Q1 2021Q4 20228
WEIK CAPITAL MANAGEMENT 510.10%0.13%0.18%Q2 2018Q3 20208
BARCLAYS PLC 620.00%0.00%0.00%Q4 2017Q3 20218
Secrest Blakey & Associates, LLC 884.74%5.62%6.38%Q4 2017Q3 20198
Aspire Wealth Management Corp 880.00%0.26%0.49%Q4 2021Q3 20238
Watermark Asset Management, Inc. 881.83%2.58%3.22%Q1 2017Q4 20188
Regis Management CO LLC 880.18%0.35%1.01%Q4 2016Q3 20188
Laraway Financial Advisors Inc 880.63%0.87%1.79%Q4 2021Q3 20238
ETF Store, Inc. 882.83%3.45%4.28%Q4 2021Q3 20238
DUNCKER STREETT & CO INC 620.00%0.02%0.02%Q4 2017Q3 20238
MARIPAU WEALTH MANAGEMENT LLC 881.38%1.74%2.03%Q4 2021Q3 20238
Cooper Financial Group 770.14%0.22%0.27%Q1 2022Q3 20237
MONECO Advisors, LLC 770.08%0.24%0.48%Q1 2021Q3 20227
WIPFLI FINANCIAL ADVISORS LLC, 610.00%0.23%0.69%Q4 2020Q3 20227
Horst & Graben Wealth Management LLC 775.43%6.92%8.20%Q1 2022Q3 20237
Ameritas Advisory Services, LLC 610.02%0.02%0.03%Q4 2021Q3 20237
Certified Advisory Corp 610.00%0.01%0.01%Q1 2019Q1 20217
Savior LLC 410.00%0.25%0.43%Q4 2019Q1 20227
Security Financial Services, INC. 771.42%1.70%1.93%Q1 2022Q3 20237
Austin Private Wealth, LLC 771.72%2.79%3.49%Q1 2022Q3 20237
Ironwood Investment Counsel, LLC 770.08%0.09%0.14%Q3 2017Q1 20197
BAKER TILLY WEALTH MANAGEMENT, LLC 770.07%0.11%0.14%Q1 2022Q3 20237
BENJAMIN EDWARDS INC 770.00%0.00%0.00%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.10%0.12%0.14%Q1 2022Q3 20237
One Wealth Advisors, LLC 772.48%3.13%3.74%Q1 2022Q3 20237
SILVERHAWK ASSET MANAGEMENT, LLC 770.33%0.39%0.57%Q4 2021Q2 20237
Foster Group, Inc. 770.05%0.08%0.12%Q4 2020Q2 20227
Goldstein Munger & Associates 410.07%0.10%0.13%Q4 2016Q4 20217
SUTTON PLACE INVESTORS LLC 771.08%1.60%1.93%Q1 2022Q3 20237
Spectrum Planning & Advisory Services Inc. 772.18%3.59%5.07%Q1 2022Q3 20237
Advisors Asset Management, Inc. 770.00%0.00%0.00%Q1 2018Q3 20197
WealthPLAN Partners, LLC 520.07%0.27%0.42%Q4 2021Q4 20237
HRT FINANCIAL LP 310.00%0.02%0.08%Q1 2020Q3 20237
Rockbridge Investment Management, LCC 778.29%10.12%11.38%Q2 2020Q4 20217
SAWGRASS ASSET MANAGEMENT LLC 770.06%0.08%0.11%Q1 2022Q3 20237
Pinnacle Family Advisors, LLC 770.45%0.59%0.73%Q1 2022Q3 20237
EverSource Wealth Advisors, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Walker Financial Services, Inc. 770.42%0.50%0.69%Q1 2022Q3 20237
WFA of San Diego, LLC 210.06%0.07%0.09%Q2 2020Q3 20237
Clearview Wealth Advisors LLC 771.70%3.52%5.63%Q1 2022Q3 20237
TRANSCEND CAPITAL ADVISORS, LLC 770.07%0.09%0.13%Q1 2022Q3 20237
Orion Portfolio Solutions, LLC 520.00%0.01%0.02%Q1 2020Q3 20237
HC FINANCIAL ADVISORS INC 770.27%0.32%0.38%Q3 2020Q1 20227
Teamwork Financial Advisors, LLC 770.13%0.24%0.45%Q1 2022Q3 20237
ClearBridge Investments 770.00%0.00%0.00%Q4 2018Q2 20207
Midwest Heritage Bank, FSB 770.15%0.54%0.83%Q1 2022Q3 20237
Benedetti & Gucer, Inc. 770.30%0.74%2.72%Q4 2021Q2 20237
West Wealth Group, LLC 773.60%4.09%4.68%Q1 2022Q3 20237
M&R CAPITAL MANAGEMENT INC 770.00%0.00%0.01%Q2 2022Q4 20237
TNF LLC 772.68%3.01%3.59%Q1 2022Q3 20237
Willow Creek Wealth Management Inc. 770.28%0.29%0.30%Q1 2018Q3 20197
Alaska Permanent Capital Management 610.13%0.19%0.25%Q2 2013Q1 20197
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Allegis Investment Advisors, LLC 770.11%0.45%0.77%Q4 2015Q2 20177
Range Financial Group LLC 770.15%0.43%0.74%Q1 2022Q3 20237
MONEY CONCEPTS CAPITAL CORP 520.00%0.03%0.07%Q4 2020Q4 20227
American Trust 770.07%1.39%2.30%Q1 2022Q3 20237
Plante Moran Financial Advisors, LLC 210.00%0.02%0.05%Q4 2017Q3 20217
Guardian Financial Partners, LLC 612.29%2.44%2.65%Q4 2021Q3 20237
Qube Research & Technologies Ltd 510.01%0.38%0.77%Q4 2019Q2 20227
Rinet Co LLC 770.04%0.06%0.08%Q1 2020Q3 20217
Geometric Wealth Advisors 770.09%0.26%1.08%Q1 2022Q3 20237
Apeiron RIA LLC 770.08%1.19%1.63%Q1 2022Q3 20237
Edge Advisors, LLC 770.00%0.00%0.00%Q4 2016Q2 20187
CLIENT 1ST ADVISORY GROUP, LLC 772.08%4.58%5.62%Q1 2022Q3 20237
Alley Investment Management Company, LLC 770.05%0.06%0.07%Q1 2022Q3 20237
Worth Asset Management, LLC 770.16%0.28%0.42%Q1 2022Q3 20237
Mayflower Financial Advisors, LLC 770.08%0.47%0.77%Q1 2022Q3 20237
TCWP LLC 770.31%1.58%2.68%Q1 2022Q3 20237
Beacon Financial Advisory LLC 770.30%0.40%0.50%Q1 2022Q3 20237
Stonebridge Capital Advisors LLC 520.00%0.01%0.01%Q1 2021Q3 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.03%0.04%0.06%Q1 2022Q3 20237
InterOcean Capital Group, LLC 610.01%0.01%0.02%Q3 2021Q3 20237
LexAurum Advisors, LLC 770.35%0.41%0.50%Q1 2022Q3 20237
TWO SIGMA SECURITIES, LLC 210.01%0.08%0.52%Q3 2015Q3 20227
HOLDERNESS INVESTMENTS CO 770.20%1.04%3.03%Q2 2019Q4 20207
My Legacy Advisors, LLC 660.26%1.04%1.54%Q2 2022Q3 20236
Addison Advisors LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Joule Financial, LLC 660.22%0.38%0.58%Q2 2022Q3 20236
Truvestments Capital LLC 660.11%0.18%0.36%Q1 2020Q2 20216
Neuberger Berman Group LLC 660.00%0.00%0.00%Q3 2020Q4 20216
COLONY GROUP LLC 660.00%0.01%0.02%Q3 2014Q4 20156
FIDELIS iM, LLC 660.14%0.75%1.71%Q1 2022Q2 20236
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 510.00%0.02%0.09%Q3 2016Q2 20196
SEI INVESTMENTS CO 510.00%0.00%0.00%Q1 2016Q2 20186
FDx Advisors, Inc. 330.01%0.02%0.03%Q1 2016Q3 20186
Eidelman Virant Capital 660.35%0.41%0.55%Q3 2020Q4 20216
McCarthy Asset Management, Inc. 660.02%0.03%0.03%Q4 2020Q1 20226
SkyView Investment Advisors, LLC 660.07%0.09%0.11%Q1 2022Q2 20236
Blue Trust, Inc. 660.00%0.13%0.23%Q2 2022Q3 20236
Kernodle & Katon Asset Management Group, LLC 663.95%5.82%7.64%Q4 2015Q1 20176
Stokes Family Office, LLC 660.03%0.07%0.15%Q1 2022Q2 20236
TILIA FIDUCIARY PARTNERS, INC. 660.00%0.03%0.05%Q4 2021Q1 20236
HERITAGE WEALTH MANAGEMENT, LLC 420.06%0.70%2.20%Q2 2021Q4 20226
HARVEST GROUP WEALTH MANAGEMENT, LLC 660.14%5.47%17.80%Q4 2017Q1 20196
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q2 2017Q1 20226
Chicago Partners Investment Group LLC 660.00%0.00%0.00%Q2 2017Q3 20186
Freestone Capital Holdings, LLC 660.06%0.35%0.52%Q2 2022Q3 20236
ROFFMAN MILLER ASSOCIATES INC /PA/ 660.25%0.29%0.37%Q2 2013Q3 20146
GUARDIAN WEALTH ADVISORS, LLC / NC 660.00%0.00%0.00%Q2 2022Q3 20236
Matrix Trust Co 663.05%3.51%3.93%Q2 2019Q3 20206
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
BAILARD, INC. 510.01%0.10%0.29%Q2 2018Q1 20236
BOENNING & SCATTERGOOD, INC. 660.06%0.07%0.08%Q3 2021Q4 20226
Equitable Holdings, Inc. 660.03%0.06%0.08%Q4 2019Q1 20216
YorkBridge Wealth Partners, LLC 660.00%0.00%0.01%Q1 2017Q2 20186
TOMPKINS FINANCIAL CORP 510.00%0.00%0.00%Q3 2021Q4 20236
Newport Wealth Strategies, Inc. 660.27%1.18%2.46%Q1 2020Q2 20216
Lenox Wealth Management, Inc. 660.00%0.01%0.01%Q1 2019Q2 20206
Kalos Management, Inc. 310.00%0.13%0.41%Q4 2017Q2 20236
RDA Financial Network 660.16%0.20%0.26%Q2 2022Q3 20236
COLDSTREAM CAPITAL MANAGEMENT INC 510.01%0.02%0.02%Q2 2021Q3 20236
Bowman & Co S.C. 660.21%0.61%0.94%Q2 2022Q3 20236
Wealthquest Corp 510.09%0.18%0.24%Q4 2018Q2 20206
Tiller Private Wealth, Inc. 210.12%0.73%2.50%Q4 2015Q1 20225
Gratus Capital, LLC 210.04%0.87%1.78%Q4 2015Q1 20205
FRONTIER INVESTMENT MGMT CO 410.02%0.02%0.02%Q2 2018Q2 20205
Wayfinding Financial, LLC 550.38%0.41%0.45%Q4 2021Q4 20225
W.H. Cornerstone Investments Inc. 551.63%1.85%2.11%Q3 2022Q3 20235
Capital Investment Advisors, LLC 550.01%0.01%0.02%Q4 2018Q4 20195
Arcus Capital Partners, LLC 550.07%0.09%0.11%Q2 2022Q2 20235
RITTER DANIHER FINANCIAL ADVISORY LLC 550.00%0.00%0.00%Q4 2020Q4 20215
KELLEHER FINANCIAL ADVISORS 320.39%2.05%8.17%Q2 2017Q3 20185
Gladstone Institutional Advisory LLC 550.14%0.32%0.48%Q1 2019Q1 20205
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 5531.04%32.30%33.97%Q1 2020Q1 20215
VESTOR CAPITAL, LLC 550.00%0.00%0.01%Q4 2020Q4 20215
Catalyst Capital Advisors LLC 550.00%0.00%0.00%Q4 2017Q4 20185
Leisure Capital Management 410.16%0.34%0.91%Q4 2018Q2 20235
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.01%0.01%0.02%Q2 2022Q3 20235
Ascent Group, LLC 550.03%0.07%0.14%Q3 2022Q3 20235
CFS Investment Advisory Services, LLC 311.20%4.05%13.25%Q2 2021Q2 20235
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
People's United Financial, Inc. 550.00%0.00%0.00%Q2 2016Q2 20175
CCG WEALTH MANAGEMENT, LLC 552.37%3.33%4.29%Q4 2018Q4 20195
Modera Wealth Management, LLC 210.01%0.04%0.08%Q2 2016Q3 20235
COMMERCE BANK 550.01%0.01%0.02%Q4 2020Q4 20215
Members Advisory Group LLC 410.24%6.86%8.87%Q4 2021Q3 20235
ANCORA FAMILY WEALTH ADVISORS, LLC 554.61%4.85%4.92%Q3 2015Q3 20165
Stephens Consulting, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
IFG Advisory, LLC 320.04%0.06%0.08%Q4 2020Q3 20235
DAGCO, INC. 550.25%0.79%1.90%Q1 2021Q1 20225
D L CARLSON INVESTMENT GROUP INC 320.13%0.33%0.60%Q2 2016Q3 20235
Financial Advisors, LLC 550.11%0.13%0.14%Q1 2019Q1 20205
Evercore Wealth Management, LLC 410.00%0.00%0.00%Q3 2016Q4 20175
CBIZ Investment Advisory Services, LLC 550.00%0.01%0.02%Q4 2019Q4 20205
Visionary Wealth Advisors 310.08%0.30%0.73%Q1 2020Q3 20235
SVB Investment Services Inc. 550.18%0.28%0.44%Q4 2019Q4 20205
THEORY FINANCIAL LLC 4114.94%15.28%15.79%Q2 2022Q3 20235
Capital Wealth Planning, LLC 410.13%0.16%0.18%Q2 2017Q1 20205
CHOREO, LLC 550.04%0.04%0.04%Q4 2016Q4 20175
Procyon Advisors, LLC 551.80%1.91%2.04%Q2 2021Q2 20225
NOVARE CAPITAL MANAGEMENT LLC 550.11%0.18%0.30%Q1 2017Q1 20185
James J. Burns & Company, LLC 552.37%2.53%2.72%Q3 2022Q3 20235
FLC Capital Advisors 550.10%2.20%5.29%Q1 2022Q1 20235
Stonehearth Capital Management, LLC 410.17%0.23%0.40%Q2 2022Q3 20235
Strategic Asset Management, LLC 550.10%0.50%0.86%Q3 2021Q3 20225
FIRST MANHATTAN CO. LLC. 550.00%0.00%0.00%Q3 2022Q3 20235
Tempus Wealth Planning, LLC 550.32%1.60%1.96%Q3 2022Q3 20235
AHL INVESTMENT MANAGEMENT, INC. 320.20%0.20%0.21%Q4 2021Q3 20235
Gupta Wealth Management LLC 550.03%0.04%0.05%Q1 2015Q1 20165
McCarthy Grittinger Financial Group, LLC 550.01%0.01%0.01%Q4 2018Q4 20195
Compass Financial Group, INC/SD 550.21%0.31%0.40%Q4 2022Q4 20235
OXFORD ASSET MANAGEMENT LLP 310.00%0.01%0.01%Q3 2017Q3 20184
Capital Advisors, Ltd. LLC 440.10%0.11%0.12%Q4 2022Q3 20234
Nalls Sherbakoff Group, LLC 315.02%5.47%6.49%Q4 2018Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.84%1.13%1.48%Q4 2022Q3 20234
Kovitz Investment Group Partners, LLC 310.01%0.03%0.04%Q2 2020Q4 20214
Integrity Advisory, LLC 441.86%2.41%3.11%Q1 2022Q4 20224
Rather & Kittrell, Inc. 440.27%0.32%0.36%Q4 2021Q3 20224
Asset Dedication, LLC 110.00%0.03%0.08%Q4 2015Q1 20224
Altus Wealth Group LLC 310.08%0.19%0.52%Q4 2020Q4 20224
Personal Capital Advisors Corp 310.00%0.00%0.01%Q4 2020Q4 20224
Baystate Wealth Management LLC 310.00%0.00%0.00%Q2 2017Q4 20184
Farther Finance Advisors, LLC 440.14%0.25%0.39%Q4 2022Q3 20234
Integrated Wealth Management 440.00%0.65%0.93%Q2 2016Q1 20174
SageView Advisory Group, LLC 440.28%0.33%0.37%Q4 2022Q3 20234
Peachtree Investment Advisors, Inc. 440.00%0.00%0.00%Q3 2014Q2 20154
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
Financial Designs Corp 443.18%3.45%3.62%Q4 2022Q3 20234
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 440.00%0.00%0.00%Q4 2022Q3 20234
Manchester Capital Management LLC 440.00%0.00%0.00%Q2 2020Q1 20214
Northwest Capital Management Inc 220.01%0.15%0.30%Q2 2022Q3 20234
Ameritas Investment Partners, Inc. 440.02%0.02%0.03%Q4 2022Q3 20234
Tuttle Capital Management, LLC 440.22%0.72%2.00%Q1 2014Q4 20144
LUTS & GREENLEIGH GROUP, INC 440.66%0.68%0.71%Q4 2022Q3 20234
Lowe Wealth Advisors, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
Kades & Cheifetz LLC 441.68%1.83%2.06%Q4 2022Q3 20234
Focused Wealth Management, Inc 440.04%0.22%0.54%Q1 2018Q4 20184
Badgley Phelps Wealth Managers, LLC 310.01%0.01%0.01%Q2 2022Q3 20234
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
CAHABA WEALTH MANAGEMENT, INC. 440.05%0.05%0.06%Q4 2022Q3 20234
Pioneer Wealth Management Group 449.33%11.29%12.48%Q4 2022Q3 20234
DAYMARK WEALTH PARTNERS, LLC 440.10%0.52%0.99%Q4 2022Q3 20234
Evolution Advisers, Inc. 440.12%0.16%0.28%Q4 2022Q3 20234
Steinberg Global Asset Management 440.05%0.06%0.08%Q2 2013Q1 20144
Western Financial Corp/CA 440.72%0.94%1.10%Q4 2022Q3 20234
Dragon Financial & Investment Group, LLC 4419.51%21.34%24.47%Q4 2017Q3 20184
FIRST FOUNDATION ADVISORS 110.02%0.04%0.07%Q4 2014Q4 20184
Mascoma Wealth Management LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Ahrens Investment Partners LLC 310.00%0.00%0.00%Q4 2021Q1 20234
AlphaQ Advisors LLC 442.19%3.66%4.36%Q4 2022Q3 20234
Mengis Capital Management, Inc. 440.13%0.15%0.16%Q1 2017Q4 20174
Vertex Planning Partners, LLC 440.24%0.33%0.37%Q4 2022Q3 20234
Clean Yield Group 440.00%0.00%0.01%Q2 2021Q1 20224
SHAKESPEARE WEALTH MANAGEMENT, INC. 440.46%0.86%1.25%Q4 2017Q3 20184
Great Waters Wealth Management 440.20%0.23%0.25%Q4 2022Q3 20234
Running Point Capital Advisors, LLC 440.02%0.04%0.06%Q4 2020Q3 20214
Syntegra Private Wealth Group, LLC 440.07%0.08%0.09%Q4 2022Q3 20234
McBroom & Associates, LLC 440.26%0.44%0.61%Q4 2021Q3 20224
Total Clarity Wealth Management, Inc. 440.12%0.17%0.24%Q2 2022Q1 20234
Grey Fox Wealth Advisors, LLC 440.88%1.20%1.61%Q4 2022Q3 20234
Leading Edge Financial Planning LLC 441.86%2.32%2.92%Q4 2022Q3 20234
WT Wealth Management 441.09%1.60%1.86%Q3 2019Q2 20204
Eley Financial Management, Inc 440.79%0.83%0.89%Q4 2022Q3 20234
Independence Advisors, LLC 440.00%0.01%0.01%Q4 2019Q3 20204
AMG National Trust Bank 440.01%0.01%0.01%Q4 2022Q3 20234
Rehmann Capital Advisory Group 310.00%0.00%0.00%Q1 2018Q1 20194
FutureAdvisor, Inc. 440.22%0.83%1.20%Q4 2014Q3 20154
FREEDOM WEALTH ALLIANCE, LLC 440.75%0.94%1.02%Q4 2022Q3 20234
Robertson Stephens Wealth Management, LLC 310.03%0.08%0.13%Q2 2020Q4 20224
HT Partners LLC 440.95%1.62%2.32%Q1 2015Q4 20154
Ledge Wealth Management, Inc. 440.37%1.11%1.66%Q1 2022Q4 20224
Aletheian Wealth Advisors LLC 310.41%0.58%0.69%Q2 2022Q4 20234
Ten Capital Wealth Advisors, LLC 440.00%0.01%0.02%Q4 2020Q3 20214
US FINANCIAL ADVISORS, LLC 310.02%0.09%0.14%Q1 2016Q2 20214
Activest Wealth Management 440.02%0.03%0.03%Q1 2021Q4 20214
Carroll Financial Associates, Inc. 310.00%0.00%0.00%Q2 2019Q4 20214
Park Edge Advisors, LLC 440.23%0.25%0.30%Q4 2022Q3 20234
Hoover Financial Advisors, Inc. 440.03%0.08%0.11%Q2 2020Q1 20214
ACAS, LLC 440.27%0.47%0.59%Q1 2021Q4 20214
MYECFO, LLC 446.21%6.83%8.44%Q4 2022Q3 20234
Wealth Advisory Solutions, LLC 440.14%0.17%0.20%Q3 2022Q2 20234
Transform Wealth, LLC 440.14%0.21%0.28%Q4 2022Q3 20234
HUNTINGTON NATIONAL BANK 210.00%0.00%0.00%Q4 2019Q1 20234
FLOW TRADERS U.S. LLC 310.04%0.17%0.35%Q1 2017Q4 20204
FFG RETIREMENT ADVISORS LLC 445.74%9.09%11.00%Q4 2022Q3 20234
BREITER CAPITAL MANAGEMENT INC 440.47%0.60%0.73%Q2 2019Q1 20204
Csenge Advisory Group 310.02%0.03%0.04%Q3 2022Q3 20234
Waterford Advisors, LLC 447.41%8.12%8.61%Q4 2022Q3 20234
Alberta Investment Management Corp 440.09%0.13%0.19%Q1 2021Q4 20214
LifePlan Financial Group, Inc 330.00%0.00%0.00%Q1 2018Q3 20183
Bienville Capital Management, LLC 330.03%0.03%0.04%Q4 2018Q2 20193
Cape Investment Advisory, Inc. 330.00%0.00%0.01%Q1 2023Q3 20233
Lido Advisors, LLC 330.01%0.02%0.02%Q1 2023Q3 20233
Consolidated Portfolio Review Corp 330.08%0.08%0.09%Q1 2023Q3 20233
NATIXIS ADVISORS, L.P. 330.00%0.00%0.00%Q1 2023Q3 20233
Baldwin Investment Management, LLC 330.04%0.06%0.08%Q3 2020Q1 20213
Bensler, LLC 330.05%0.05%0.06%Q1 2022Q3 20223
Argentus Capital Management, LLC 330.08%0.26%0.49%Q1 2016Q3 20163
GeoWealth Management, LLC 210.00%0.20%0.60%Q3 2019Q2 20213
Cornerstone Planning Group LLC 210.02%0.08%0.11%Q4 2022Q3 20233
ORG Partners LLC 330.05%0.55%0.92%Q1 2023Q3 20233
Ruggie Capital Group 110.00%0.08%0.22%Q4 2014Q4 20183
Milestone Investment Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Tevis Investment Management 110.00%0.11%0.21%Q4 2021Q1 20233
MKD WEALTH COACHES, LLC 330.05%0.05%0.06%Q4 2018Q2 20193
Virtu Financial LLC 330.01%0.02%0.04%Q3 2017Q1 20183
IMA Wealth, Inc. 210.02%0.24%0.67%Q4 2016Q3 20183
YHB Investment Advisors, Inc. 330.02%0.12%0.17%Q1 2021Q3 20213
Bank of New York Mellon Corp 110.00%0.00%0.00%Q4 2016Q2 20193
D.A. DAVIDSON & CO. 330.00%0.00%0.00%Q4 2016Q2 20173
Financial Gravity Asset Management, Inc. 330.00%0.03%0.04%Q3 2019Q1 20203
Tarbox Family Office, Inc. 330.00%0.00%0.00%Q2 2019Q4 20193
STIFEL FINANCIAL CORP 210.00%0.00%0.00%Q2 2018Q4 20203
EPG Wealth Management LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Costello Asset Management, INC 330.02%0.02%0.02%Q2 2020Q4 20203
TORONTO DOMINION BANK 330.06%0.07%0.08%Q1 2023Q3 20233
Smith & Howard Wealth Management, LLC 330.35%0.44%0.60%Q1 2022Q3 20223
Latitude Advisors, LLC 330.17%0.20%0.24%Q1 2023Q3 20233
Midwest Professional Planners, LTD. 330.01%0.01%0.01%Q4 2017Q2 20183
Smith Anglin Financial, LLC 330.05%0.98%2.82%Q4 2020Q2 20213
Elwood & Goetz Wealth Advisory Group, LLC 330.23%0.48%0.66%Q1 2023Q3 20233
RGT Wealth Advisors, LLC 330.06%0.07%0.08%Q3 2020Q1 20213
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 331.66%1.81%2.06%Q1 2019Q3 20193
Aurora Private Wealth, Inc. 330.09%0.10%0.12%Q3 2020Q1 20213
WealthPlan Investment Management, LLC 210.10%0.15%0.19%Q1 2022Q4 20223
SRS Capital Advisors, Inc. 110.00%0.00%0.01%Q1 2020Q3 20223
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Mendel Capital Management LLC 330.51%0.88%1.11%Q1 2023Q3 20233
Sunbelt Securities, Inc. 210.00%0.01%0.02%Q1 2020Q3 20233
Beacon Pointe Wealth Advisors, LLC 330.06%0.10%0.12%Q2 2019Q4 20193
BHK Investment Advisors, LLC 331.28%1.39%1.60%Q1 2019Q3 20193
Paradigm Financial Partners, LLC 330.10%0.11%0.12%Q3 2020Q1 20213
Koss-Olinger Consulting, LLC 330.08%0.09%0.10%Q1 2021Q3 20213
Prosperity Wealth Management, Inc. 330.18%0.24%0.31%Q1 2023Q3 20233
Red Door Wealth Management, LLC 210.00%0.00%0.00%Q1 2020Q2 20213
Annex Advisory Services, LLC 210.02%0.02%0.04%Q4 2022Q3 20233
Midwest Financial Group LLC 331.49%1.54%1.62%Q1 2023Q3 20233
Professional Financial Advisors, LLC 330.01%0.05%0.07%Q1 2022Q3 20223
United Asset Strategies, Inc. 210.06%0.07%0.09%Q1 2017Q1 20183
WESTERN FINANCIAL Corp 330.68%0.76%0.82%Q1 2022Q3 20223
Prostatis Group LLC 330.53%0.81%1.23%Q2 2020Q4 20203
New Republic Capital, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
NATIONAL PLANNING CORP 210.11%0.19%0.28%Q1 2015Q2 20173
Arlington Partners LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Sonora Investment Management, LLC 210.00%0.00%0.01%Q4 2019Q4 20203
SJS Investment Consulting Inc. 210.18%0.19%0.22%Q4 2021Q3 20223
Efficient Advisors, LLC 210.02%0.03%0.04%Q2 2016Q2 20183
Aevitas Wealth Management, Inc. 330.14%0.15%0.15%Q2 2021Q4 20213
Bell Investment Advisors, Inc 210.02%0.02%0.02%Q3 2021Q2 20223
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
MKT Advisors LLC 330.21%0.22%0.24%Q1 2023Q3 20233
Alterity Financial Group, LLC 110.27%0.29%0.32%Q1 2021Q2 20223
Kabarec Financial Advisors, Ltd. 330.00%0.00%0.00%Q4 2017Q2 20183
Revisor Wealth Management LLC 330.54%0.58%0.62%Q1 2023Q3 20233
TUCKER ASSET MANAGEMENT LLC 330.00%0.00%0.00%Q1 2023Q3 20233
PARK AVENUE SECURITIES LLC 330.01%0.01%0.01%Q2 2021Q4 20213
WEDBUSH SECURITIES INC 330.01%0.01%0.01%Q1 2023Q3 20233
AlphaCore Capital LLC 330.00%0.00%0.00%Q4 2019Q2 20203
RFG Advisory, LLC 330.05%0.06%0.06%Q4 2022Q2 20233
Tower View Wealth Management LLC 330.00%0.00%0.01%Q2 2022Q4 20223
Argent Wealth Management LLC 331.14%1.26%1.33%Q4 2019Q2 20203
SignalPoint Asset Management, LLC 330.11%0.25%0.42%Q3 2019Q1 20203
Strategic Investment Solutions, Inc. /IL 330.00%0.01%0.02%Q1 2023Q3 20233
ALTFEST L J & CO INC 210.05%0.14%0.27%Q4 2017Q1 20193
Essex Savings Bank 330.03%0.04%0.05%Q4 2018Q2 20193
Granite Bay Wealth Management, LLC 210.03%0.21%0.40%Q4 2021Q3 20233
AllSquare Wealth Management LLC 330.00%0.00%0.00%Q1 2023Q3 20233
CNB Bank 330.00%0.00%0.00%Q4 2021Q2 20223
Advisor OS, LLC 334.69%5.24%5.56%Q2 2022Q4 20223
Vantage Financial Partners, LLC 333.19%3.35%3.46%Q1 2023Q3 20233
Norway Savings Bank 330.09%0.10%0.10%Q2 2017Q4 20173
Momentum Advisors, LLC 330.94%1.02%1.15%Q2 2022Q4 20223
ICA Group Wealth Management, LLC 330.01%0.01%0.02%Q4 2022Q2 20233
Altavista Wealth Management, Inc. 330.06%0.06%0.07%Q2 2021Q4 20213
Jane Street Holding, LLC 110.01%0.09%0.16%Q2 2013Q4 20132
Pacifica Partners Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
NORTHWEST WEALTH MANAGEMENT, LLC 220.02%0.02%0.02%Q1 2018Q2 20182
Sterling Global Strategies LLC 110.34%2.29%4.24%Q4 2014Q3 20152
Per Stirling Capital Management, LLC. 220.05%0.05%0.05%Q2 2023Q3 20232
Fisher Asset Management, LLC 110.00%0.00%0.00%Q1 2016Q2 20202
Cypress Capital Management LLC (WY) 220.01%0.29%0.57%Q4 2019Q1 20202
Institute for Wealth Management, LLC. 110.00%0.06%0.12%Q4 2017Q4 20192
Relaxing Retirement Coach 220.14%0.24%0.35%Q4 2017Q1 20182
tru Independence LLC 110.03%0.10%0.16%Q4 2019Q3 20202
Richard P Slaughter Associates Inc 220.07%0.12%0.18%Q3 2023Q4 20232
Clarkston Capital Partners, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
MCIA Inc 220.01%0.02%0.02%Q2 2017Q3 20172
Resurgent Financial Advisors LLC 220.02%0.04%0.06%Q2 2023Q3 20232
Householder Group Estate & Retirement Specialist, LLC 110.02%0.02%0.02%Q1 2023Q3 20232
M&T BANK CORP 110.00%0.00%0.00%Q4 2016Q4 20202
LGT Financial Advisors LLC 220.23%0.41%0.60%Q4 2022Q1 20232
R. W. Roge & Company, Inc. 220.44%0.45%0.45%Q4 2019Q1 20202
NWK Group, Inc. 220.05%0.05%0.05%Q4 2019Q1 20202
Sentinus, LLC 220.12%0.12%0.12%Q1 2023Q2 20232
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
STEPH & CO 220.00%0.00%0.00%Q1 2021Q2 20212
Balboa Wealth Partners 220.18%0.18%0.18%Q1 2023Q2 20232
Summit Wealth Group, LLC 220.16%0.20%0.24%Q1 2023Q2 20232
Pflug Koory, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Cable Hill Partners, LLC 220.02%0.03%0.04%Q4 2018Q1 20192
Jacobsen Capital Management 220.22%0.22%0.22%Q2 2019Q3 20192
Pallas Capital Advisors LLC 220.08%0.11%0.14%Q2 2023Q3 20232
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 220.06%0.06%0.06%Q3 2021Q4 20212
Field & Main Bank 220.01%0.01%0.01%Q4 2022Q1 20232
Clear Creek Financial Management, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
STEPHENS INC /AR/ 220.00%0.00%0.00%Q2 2021Q3 20212
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q1 2019Q2 20222
New Harbor Financial Group, LLC 220.13%0.14%0.15%Q2 2023Q3 20232
Smart Money Group LLC 221.59%1.68%1.77%Q1 2023Q2 20232
Hoxton Financial, Inc. 220.04%0.04%0.04%Q4 2015Q1 20162
Betterment LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Madison Wealth Partners, Inc 220.33%0.34%0.35%Q4 2020Q1 20212
Ritter Daniher Financial Advisory LLC / DE 220.00%0.00%0.00%Q4 2022Q1 20232
HCR Wealth Advisors 220.00%0.00%0.00%Q4 2019Q1 20202
STANCORP INVESTMENT ADVISERS INC 220.00%0.00%0.00%Q4 2014Q1 20152
FIRST TRUST ADVISORS LP 220.00%0.01%0.01%Q1 2020Q2 20202
ANDREWS, LUCIA WEALTH MANAGEMENT LLC 220.20%0.21%0.21%Q2 2023Q3 20232
Hanlon Investment Management, Inc. 220.03%0.03%0.04%Q1 2019Q2 20192
Koesten, Hirschmann & Crabtree, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
25 LLC 220.06%0.07%0.07%Q1 2023Q2 20232
Sigma Planning Corp 220.04%0.04%0.04%Q1 2022Q2 20222
Intellectus Partners, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Future Financial Wealth Managment LLC 220.13%0.13%0.13%Q4 2021Q1 20222
RESOLUTE FINANCIAL, LLC 220.18%0.18%0.18%Q1 2022Q2 20222
American Financial Network Advisory Services LLC 220.02%0.02%0.03%Q3 2017Q4 20172
WealthTrust-Arizona, LLC 220.00%0.00%0.00%Q2 2014Q3 20142
LOWERY THOMAS, LLC 221.31%1.57%1.82%Q4 2021Q1 20222
Planned Solutions, Inc. 220.00%0.00%0.00%Q3 2020Q4 20202
Carnick & Kubik, LLC 110.00%0.00%0.00%Q3 2015Q1 20162
Hoese & Co LLP 226.00%7.52%9.05%Q4 2020Q1 20212
KEYBANK NATIONAL ASSOCIATION/OH 110.00%0.00%0.00%Q4 2014Q1 20232
NORTHERN CAPITAL MANAGEMENT LLC 220.17%0.18%0.19%Q3 2017Q4 20172
Values Added Financial LLC 220.53%0.83%1.13%Q2 2023Q3 20232
Yorktown Management & Research Co Inc 220.06%0.07%0.07%Q4 2015Q1 20162
Blueprint Investment Partners LLC 220.36%0.53%0.71%Q4 2021Q1 20222
Certus Wealth Management, LLC 220.28%0.29%0.30%Q2 2023Q3 20232
CWA Asset Management Group, LLC 110.03%0.05%0.07%Q1 2021Q4 20212
WESPAC Advisors, LLC 220.42%0.49%0.56%Q3 2022Q4 20222
Financial & Tax Architects, LLC 220.13%2.72%5.30%Q2 2021Q3 20212
Cherry Tree Wealth Management, LLC 220.38%0.42%0.46%Q2 2023Q3 20232
Owen LaRue, LLC 220.26%0.26%0.26%Q4 2022Q1 20232
Parisi Gray Wealth Management 220.00%0.00%0.00%Q4 2018Q1 20192
Davis Capital Management 221.16%1.22%1.29%Q1 2020Q2 20202
WEST PACES ADVISORS INC. 110.00%0.10%0.19%Q4 2016Q3 20222
Armor Investment Advisors, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
ASSETMARK, INC 220.00%0.00%0.00%Q4 2020Q1 20212
Spinnaker Investment Group, LLC 220.07%0.25%0.44%Q4 2021Q1 20222
Blackhawk Capital Partners LLC. 220.00%0.00%0.00%Q4 2017Q1 20182
Argent Trust Co 220.02%0.02%0.02%Q4 2020Q1 20212
Merriman Wealth Management, LLC 221.71%1.78%1.84%Q2 2018Q3 20182
Aprio Wealth Management, LLC 220.21%0.25%0.29%Q1 2020Q2 20202
Pinnacle Wealth Management, LLC 220.65%6.58%12.52%Q2 2023Q3 20232
True Link Financial Advisors, LLC 220.03%0.03%0.04%Q4 2020Q1 20212
First PREMIER Bank 220.01%0.01%0.01%Q3 2020Q4 20202
Seneca House Advisors 220.49%0.67%0.85%Q4 2017Q1 20182
CAMBRIDGE TRUST CO 220.00%0.00%0.00%Q4 2022Q1 20232
WEALTHFRONT Corp 220.00%0.00%0.00%Q4 2014Q1 20152
XML SECURITIES, LLC 220.55%0.59%0.63%Q4 2017Q1 20182
Resource Management, LLC 220.04%0.05%0.05%Q4 2019Q1 20202
GPS Wealth Strategies Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
THOROUGHBRED FINANCIAL SERVICES, LLC 110.77%0.87%0.97%Q4 2018Q2 20192
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Summit Global Investments 111.02%1.02%1.02%Q4 2016Q4 20161
MAGNOLIA CAPITAL ADVISORS LLC 110.10%0.10%0.10%Q2 2023Q2 20231
KESTRA PRIVATE WEALTH SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
ACCURATE INVESTMENT SOLUTIONS, INC. 110.38%0.38%0.38%Q4 2015Q4 20151
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Balentine LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Financial Freedom, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
West Coast Financial LLC 110.08%0.08%0.08%Q2 2023Q2 20231
Stratos Investment Management, LLC 110.11%0.11%0.11%Q3 2021Q3 20211
Carlsbad Wealth Advisory Group, Inc. 112.56%2.56%2.56%Q2 2023Q2 20231
Fund Evaluation Group, LLC 1116.81%16.81%16.81%Q1 2022Q1 20221
PATHSTONE FAMILY OFFICE, LLC 110.03%0.03%0.03%Q1 2017Q1 20171
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
S. R. Schill & Associates 110.17%0.17%0.17%Q3 2023Q3 20231
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2015Q4 20151
CHATHAM CAPITAL GROUP, INC. 110.11%0.11%0.11%Q4 2022Q4 20221
KINGS POINT CAPITAL MANAGEMENT 110.00%0.00%0.00%Q4 2021Q4 20211
IFS Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Advisors Capital Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
CAPITAL ONE, NATIONAL ASSOCIATION 110.82%0.82%0.82%Q4 2019Q4 20191
HAZLETT, BURT & WATSON, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
VECTOR WEALTH MANAGEMENT, LLC 110.24%0.24%0.24%Q3 2013Q3 20131
Newbridge Financial Services Group, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Vista Private Wealth Partners. LLC 110.02%0.02%0.02%Q3 2019Q3 20191
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 110.00%0.00%0.00%Q4 2019Q4 20191
TMFS HOLDINGS LLC 110.26%0.26%0.26%Q3 2016Q3 20161
Corient Private Wealth LLC 110.00%0.00%0.00%Q4 2022Q4 20221
FineMark National Bank & Trust 110.00%0.00%0.00%Q4 2016Q4 20161
Squarepoint Ops LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Trek Financial, LLC 110.30%0.30%0.30%Q1 2022Q1 20221
Ground Swell Capital, LLC 110.56%0.56%0.56%Q1 2022Q1 20221
BURNS J W & CO INC/NY 110.05%0.05%0.05%Q3 2023Q3 20231
Level Financial Advisors 110.03%0.03%0.03%Q4 2021Q4 20211
Royal Fund Management, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Bluefin Trading, LLC 112.55%2.55%2.55%Q1 2020Q1 20201
Golden State Wealth Management, LLC 110.19%0.19%0.19%Q4 2019Q4 20191
PITTENGER & ANDERSON INC 110.00%0.00%0.00%Q1 2021Q1 20211
CASTLE WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q2 2022Q2 20221
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
MGO ONE SEVEN LLC 110.41%0.41%0.41%Q1 2023Q1 20231
Paradigm, Strategies in Wealth Management, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
FORVIS Wealth Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
BANYAN CAPITAL MANAGEMENT, INC. 114.63%4.63%4.63%Q4 2018Q4 20181
FIRST AMERICAN TRUST, FSB 110.06%0.06%0.06%Q3 2019Q3 20191
MORRIS FINANCIAL CONCEPTS, INC. 110.01%0.01%0.01%Q1 2022Q1 20221
Sound Income Strategies, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Founders Capital Management 110.00%0.00%0.00%Q4 2018Q4 20181
Aries Wealth Management 112.28%2.28%2.28%Q1 2022Q1 20221
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
Iron Horse Wealth Management, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Oak Asset Management, LLC 111.45%1.45%1.45%Q2 2022Q2 20221
GODSEY & GIBB, INC 110.05%0.05%0.05%Q4 2022Q4 20221
EXENCIAL WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
CAPE COD FIVE CENTS SAVINGS BANK 110.04%0.04%0.04%Q3 2023Q3 20231
Cladis Investment Advisory, LLC 110.22%0.22%0.22%Q2 2023Q2 20231
Wedmont Private Capital 110.06%0.06%0.06%Q3 2023Q3 20231
Independence Bank of Kentucky 110.00%0.00%0.00%Q2 2023Q2 20231
Traverso Chambers Private Wealth Management, LLC 113.15%3.15%3.15%Q1 2022Q1 20221
Mosaic Family Wealth, LLC 110.12%0.12%0.12%Q4 2020Q4 20201
Ferris Capital, LLC 1113.54%13.54%13.54%Q2 2021Q2 20211
CENTRAL TRUST Co 110.01%0.01%0.01%Q4 2017Q4 20171
Santori & Peters, Inc. 110.02%0.02%0.02%Q4 2017Q4 20171
Houlihan Financial Resource Group, Ltd. 110.04%0.04%0.04%Q3 2020Q3 20201
Regency Capital Management Inc.\DE 110.02%0.02%0.02%Q1 2021Q1 20211
Financial Consulate Inc. 110.19%0.19%0.19%Q2 2021Q2 20211
Ellevest, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Commonwealth Equity Services, Inc 110.00%0.00%0.00%Q1 2017Q1 20171
NovaPoint Capital, LLC 110.63%0.63%0.63%Q4 2019Q4 20191
Widmann Financial Services, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
IEQ CAPITAL, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
MOTIVE WEALTH ADVISORS 110.50%0.50%0.50%Q1 2022Q1 20221
OLD MISSION CAPITAL, LLC 110.20%0.20%0.20%Q4 2020Q4 20201
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
JT Stratford LLC 110.32%0.32%0.32%Q4 2022Q4 20221
Pathway Financial Advisors LLC 110.04%0.04%0.04%Q4 2017Q4 20171
EdgeRock Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Pinkerton Retirement Specialists, LLC 111.79%1.79%1.79%Q1 2019Q1 20191
Sharkey, Howes & Javer 110.00%0.00%0.00%Q4 2017Q4 20171
WMS Partners, LLC 110.07%0.07%0.07%Q1 2019Q1 20191
Equita Financial Network, Inc. 110.24%0.24%0.24%Q3 2023Q3 20231
Reby Advisors, LLC 1110.14%10.14%10.14%Q4 2020Q4 20201
RAYMOND JAMES TRUST N.A. 110.04%0.04%0.04%Q3 2022Q3 20221
Placemark Investments, Inc. 110.01%0.01%0.01%Q3 2014Q3 20141
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q3 2018Q3 20181
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q3 2019Q3 20191
Saba Capital Management, L.P. 110.02%0.02%0.02%Q1 2014Q1 20141
G2 CAPITAL MANAGEMENT, LLC / OH 114.02%4.02%4.02%Q4 2021Q4 20211
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q2 2018Q2 20181
Apella Capital, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Bordeaux Wealth Advisors LLC 110.22%0.22%0.22%Q1 2023Q1 20231
CIBC WORLD MARKETS CORP 110.01%0.01%0.01%Q3 2023Q3 20231
REBALANCE, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Penserra Capital Management LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Trexquant Investment LP 110.01%0.01%0.01%Q2 2023Q2 20231
RED CEDAR INVESTMENT MANAGEMENT, LLC 110.16%0.16%0.16%Q2 2023Q2 20231
J2 Capital Management Inc 110.88%0.88%0.88%Q2 2022Q2 20221
Mason & Associates Inc 111.41%1.41%1.41%Q4 2021Q4 20211
Johnson Financial Group, Inc. 110.01%0.01%0.01%Q2 2018Q2 20181
DIXON HUBARD FEINOUR & BROWN INC/VA 110.02%0.02%0.02%Q4 2021Q4 20211
Strategic Advocates LLC 110.20%0.20%0.20%Q3 2023Q3 20231
V Wealth Advisors LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Capital CS Group, LLC 111.23%1.23%1.23%Q1 2022Q1 20221
Pinnacle Bancorp, Inc. 110.02%0.02%0.02%Q4 2018Q4 20181
Element Wealth, LLC 111.68%1.68%1.68%Q4 2019Q4 20191
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
SevenBridge Financial Group, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 110.07%0.07%0.07%Q4 2014Q4 20141
Mayfair Advisory Group, LLC 115.80%5.80%5.80%Q4 2019Q4 20191
Grant Street Asset Management, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Community Bank, N.A. 110.00%0.00%0.00%Q1 2021Q1 20211
Redwood Investment Management, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Brown Advisory Securities, LLC 110.19%0.19%0.19%Q2 2013Q2 20131
GYL FINANCIAL SYNERGIES, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
Verity Asset Management, Inc. 110.32%0.32%0.32%Q4 2018Q4 20181
Raleigh Capital Management Inc. 110.04%0.04%0.04%Q4 2022Q4 20221
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q2 2015Q2 20151
OneAscent Financial Services LLC 110.88%0.88%0.88%Q3 2023Q3 20231
Financial Enhancement Group LLC 110.00%0.00%0.00%Q1 2020Q1 20201
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q4 2019Q4 20191
Aquire Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Compass Ion Advisors, LLC 110.33%0.33%0.33%Q4 2019Q4 20191
Lion Street Advisors, LLC 110.20%0.20%0.20%Q2 2021Q2 20211
Semmax Financial Advisors Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Dentgroup LLC 110.53%0.53%0.53%Q4 2023Q4 20231
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Gilbert & Cook, Inc. 110.03%0.03%0.03%Q2 2023Q2 20231
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.04%0.04%0.04%Q1 2017Q1 20171
Beacon Bridge Wealth Partners, LLC 113.50%3.50%3.50%Q3 2023Q3 20231
Baltimore-Washington Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2014Q2 20141
KNIGHT CAPITAL GROUP LLC 110.06%0.06%0.06%Q2 2013Q2 20131
ROMAN BUTLER FULLERTON & CO 110.24%0.24%0.24%Q4 2022Q4 20221
Sullivan, Bruyette, Speros & Blaney, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
SouthState Corp 110.01%0.01%0.01%Q3 2023Q3 20231
MBE Wealth Management, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 110.20%0.20%0.20%Q2 2021Q2 20211
Brio Consultants, LLC 113.20%3.20%3.20%Q1 2022Q1 20221
EVERGREEN CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Wealth Architects, LLC 110.07%0.07%0.07%Q1 2019Q1 20191
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Independent Advisor Alliance 110.52%0.52%0.52%Q4 2019Q4 20191
Paradigm Financial Advisors, LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Golden State Equity Partners 110.06%0.06%0.06%Q2 2023Q2 20231
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 110.03%0.03%0.03%Q1 2022Q1 20221
Jacobi Capital Management LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Weatherstone Capital Management 110.75%0.75%0.75%Q4 2018Q4 20181
Boulder Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Walkner Condon Financial Advisors LLC 110.08%0.08%0.08%Q2 2021Q2 20211
KICKSTAND VENTURES, LLC. 111.88%1.88%1.88%Q3 2023Q3 20231
NEW ENGLAND ASSET MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
FIRST NATIONAL BANK OF OMAHA 110.03%0.03%0.03%Q2 2019Q2 20191
Kavar Capital Partners, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Berger Financial Group, Inc 111.53%1.53%1.53%Q4 2020Q4 20201
Westbourne Investment Advisors, Inc. 110.07%0.07%0.07%Q3 2018Q3 20181
Well Done, LLC 110.07%0.07%0.07%Q3 2021Q3 20211
NOMURA ASSET MANAGEMENT CO LTD 110.00%0.00%0.00%Q4 2019Q4 20191
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
AlphaMark Advisors, LLC 110.27%0.27%0.27%Q3 2016Q3 20161
Centric Wealth Management 116.66%6.66%6.66%Q4 2018Q4 20181
HOERTKORN RICHARD CHARLES 110.01%0.01%0.01%Q3 2019Q3 20191
Arete Wealth Advisors, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Waterloo Capital, L.P. 110.76%0.76%0.76%Q1 2020Q1 20201
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MID CONTINENT CAPITAL LLC/IL 110.03%0.03%0.03%Q2 2015Q2 20151
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q4 2022Q4 20221
VisionPoint Advisory Group, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
TOWNSQUARE CAPITAL LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Permit Capital Advisors, LLC 110.20%0.20%0.20%Q1 2022Q1 20221
PACIFIC CAPITAL WEALTH ADVISORS, INC 110.12%0.12%0.12%Q3 2023Q3 20231
COLUMBIA ADVISORY PARTNERS LLC 110.83%0.83%0.83%Q4 2021Q4 20211
SILVER OAK SECURITIES, INCORPORATED 110.22%0.22%0.22%Q2 2023Q2 20231
Archer Investment Corp 110.00%0.00%0.00%Q4 2019Q4 20191
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Roof Advisory Group, Inc. 117.45%7.45%7.45%Q4 2017Q4 20171
Cornerstone Wealth Management, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Cordasco Financial Network 110.00%0.00%0.00%Q4 2021Q4 20211
PACIFIC FINANCIAL GROUP INC 110.01%0.01%0.01%Q4 2014Q4 20141
DHJJ Financial Advisors, Ltd. 110.02%0.02%0.02%Q3 2023Q3 20231
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Cribstone Capital Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Relyea Zuckerberg Hanson LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Advisors Preferred, LLC 110.70%0.70%0.70%Q1 2020Q1 20201
Measured Wealth Private Client Group, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
External links

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