SCHWAB STRATEGIC TR shareholder history

Current and past SCHWAB STRATEGIC TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.00%Q2 2013Q3 2023100
Cutler Group LLC / CA 1410.00%0.00%0.01%Q4 2015Q3 202358
Creative Planning 42420.00%1.63%3.38%Q2 2013Q3 202343
Tortoise Investment Management, LLC 3940.00%0.08%1.27%Q4 2012Q3 202343
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.02%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
Bangor Savings Bank 42420.10%0.70%1.28%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.01%0.06%0.14%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.05%0.45%Q2 2013Q3 202342
Madden Advisory Services, Inc. 42420.60%1.45%2.35%Q2 2013Q3 202342
Charles Schwab Investment Advisory, Inc. 42421.44%2.11%3.03%Q2 2013Q3 202342
Courage Miller Partners, LLC 42420.83%2.83%3.73%Q2 2013Q3 202342
ALESCO ADVISORS LLC 42420.04%0.51%2.05%Q2 2013Q3 202342
Phocas Financial Corp. 42420.03%0.16%0.34%Q2 2013Q3 202342
INTERACTIVE FINANCIAL ADVISORS, INC. 41410.00%1.44%2.19%Q3 2013Q3 202341
JMG Financial Group, Ltd. 40400.12%0.54%1.04%Q4 2013Q3 202340
MORGAN STANLEY 40400.00%0.00%0.00%Q4 2013Q3 202340
LPL Financial LLC 3910.00%0.01%0.02%Q2 2013Q3 202340
Curbstone Financial Management Corp 40400.22%0.36%0.64%Q1 2014Q4 202340
Private Ocean, LLC 40400.00%0.02%0.04%Q4 2013Q3 202340
Palisades Hudson Asset Management, L.P. 39390.15%0.25%0.37%Q1 2014Q3 202339
Friedenthal Financial 39390.17%0.79%1.86%Q1 2014Q3 202339
Private Advisor Group, LLC 39390.00%0.04%0.12%Q1 2014Q3 202339
BOK Financial Private Wealth, Inc. 39390.01%0.25%1.07%Q1 2014Q3 202339
Avior Wealth Management, LLC 25140.19%0.45%0.87%Q4 2013Q3 202339
CITIGROUP INC 3310.00%0.00%0.00%Q4 2013Q3 202338
Tradewinds Capital Management, LLC 38380.00%3.39%13.73%Q4 2013Q1 202338
PNC FINANCIAL SERVICES GROUP, INC. 3620.00%0.07%0.32%Q4 2013Q3 202338
Cambridge Investment Research Advisors, Inc. 37370.00%0.03%0.08%Q3 2014Q3 202337
Capital Directions Investment Advisors, LLC 3120.01%0.02%0.04%Q2 2013Q4 202237
VALLEY NATIONAL ADVISERS INC 36360.00%0.06%0.56%Q4 2014Q3 202336
West Oak Capital, LLC 23130.00%0.07%0.16%Q3 2014Q3 202336
Chicago Partners Investment Group LLC 36360.08%0.29%0.68%Q4 2014Q3 202336
UNITED CAPITAL FINANCIAL ADVISORS, LLC 36360.00%0.01%0.04%Q4 2014Q3 202336
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
Cambridge Advisors Inc. 36360.07%0.22%0.43%Q4 2014Q3 202336
VISTA CAPITAL PARTNERS, INC. 36360.07%0.24%0.68%Q4 2014Q3 202336
BANK OF MONTREAL /CAN/ 2720.00%0.00%0.00%Q3 2014Q3 202335
Roble, Belko & Company, Inc 35350.01%0.07%1.10%Q1 2015Q3 202335
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2780.00%0.02%0.05%Q4 2013Q3 202335
Efficient Advisors, LLC 35350.03%0.17%0.35%Q1 2015Q3 202335
JONES FINANCIAL COMPANIES LLLP 35350.00%0.23%0.55%Q1 2015Q3 202335
US BANCORP \DE\ 3110.00%0.32%0.74%Q3 2014Q3 202335
RAYMOND JAMES & ASSOCIATES 3050.00%0.01%0.04%Q1 2014Q3 202335
BAILARD, INC. 3140.01%0.04%0.10%Q4 2014Q3 202335
Tower Research Capital LLC (TRC) 1710.00%0.05%0.18%Q2 2014Q3 202335
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2820.00%0.02%0.13%Q4 2014Q3 202334
Parkside Financial Bank & Trust 3310.02%0.05%0.34%Q3 2013Q3 202334
FineMark National Bank & Trust 2010.00%0.03%0.05%Q2 2013Q2 202334
Bartlett & Co. LLC 2630.00%0.00%0.00%Q2 2013Q4 202334
Texas Yale Capital Corp. 34340.02%0.07%0.14%Q2 2015Q3 202334
UBS ASSET MANAGEMENT AMERICAS INC 33330.00%0.01%0.02%Q3 2015Q3 202333
Gemmer Asset Management LLC 33330.01%0.69%1.70%Q1 2014Q1 202233
Koshinski Asset Management, Inc. 2520.04%0.20%0.54%Q4 2014Q3 202333
Financial Management Professionals, Inc. 22110.00%0.28%2.14%Q2 2013Q3 202333
Regis Management CO LLC 19140.04%0.27%1.01%Q2 2015Q3 202333
Krilogy Financial LLC 3110.53%1.16%2.28%Q3 2015Q3 202332
Landmark Financial Advisors, LLC 32320.16%0.68%1.87%Q4 2015Q3 202332
BlackRock Inc. 32320.00%0.01%0.04%Q4 2015Q3 202332
SIGNATUREFD, LLC 22100.00%0.00%0.04%Q2 2014Q3 202332
Raymond James Financial Services Advisors, Inc. 1510.00%0.03%0.08%Q2 2013Q3 202332
Perigon Wealth Management, LLC 1610.01%0.10%0.15%Q3 2011Q3 202332
Moisand Fitzgerald Tamayo, LLC 32323.51%5.08%6.23%Q4 2015Q3 202332
Asset Dedication, LLC 2650.00%0.01%0.22%Q4 2015Q3 202331
Geneos Wealth Management Inc. 31310.00%0.07%0.19%Q1 2016Q3 202331
Roundview Capital LLC 31310.10%0.37%0.84%Q1 2016Q3 202331
Allworth Financial LP 2120.00%0.01%0.07%Q4 2014Q3 202331
Sutton Wealth Advisors Inc. 31310.00%0.04%0.12%Q1 2016Q3 202331
Carroll Financial Associates, Inc. 2320.00%0.00%0.00%Q2 2013Q4 202131
Sensible Financial Planning & Management, LLC. 2650.04%0.89%1.66%Q3 2015Q3 202331
Sandy Spring Bank 1520.00%0.00%0.00%Q4 2013Q3 202331
CWA Asset Management Group, LLC 3010.02%0.06%0.26%Q4 2015Q3 202331
BerganKDV Wealth Management, LLC 30300.00%0.91%3.39%Q1 2016Q2 202330
CAHILL FINANCIAL ADVISORS INC 30300.09%0.52%1.07%Q2 2016Q3 202330
TRILLIUM ASSET MANAGEMENT, LLC 30300.03%0.06%0.08%Q2 2016Q3 202330
Horrell Capital Management, Inc. 2450.00%0.00%0.01%Q2 2016Q3 202329
FOSTER & MOTLEY INC 29290.57%1.66%2.40%Q3 2016Q3 202329
IFP Advisors, Inc 1710.00%0.03%0.08%Q4 2015Q3 202329
CAPTRUST FINANCIAL ADVISORS 2520.00%0.03%0.25%Q4 2015Q3 202329
3D ASSET MANAGEMENT, INC 29290.10%1.78%5.08%Q2 2013Q2 202029
APPLETON PARTNERS INC/MA 28280.23%0.34%0.42%Q1 2017Q4 202328
Garde Capital, Inc. 28280.05%0.22%0.56%Q4 2016Q3 202328
Pflug Koory, LLC 28280.00%0.01%0.01%Q4 2016Q3 202328
STIFEL FINANCIAL CORP 2710.00%0.00%0.02%Q2 2016Q3 202328
Financial Engines Advisors L.L.C. 28281.40%2.83%6.92%Q4 2016Q3 202328
Lee Financial Co 28280.01%0.08%0.28%Q4 2016Q3 202328
SigFig Wealth Management, LLC 28280.03%0.13%0.50%Q4 2016Q3 202328
Vigilant Capital Management, LLC 2210.00%1.60%3.04%Q2 2013Q1 202228
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2710.01%0.06%0.18%Q3 2013Q1 202228
MARK SHEPTOFF FINANCIAL PLANNING, LLC 14140.00%0.02%0.06%Q2 2016Q2 202328
FIFTH THIRD BANCORP 2410.00%0.00%0.00%Q1 2015Q3 202328
Parallel Advisors, LLC 28280.00%0.02%0.10%Q4 2016Q3 202328
Catalyst Capital Advisors LLC 28280.58%0.74%1.88%Q3 2016Q2 202328
ROCKY MOUNTAIN ADVISERS, LLC 28280.02%0.11%0.24%Q4 2016Q3 202328
Alpha Omega Wealth Management LLC 28280.05%0.16%0.33%Q4 2016Q3 202328
Millburn Ridgefield Corp 28280.04%0.96%2.40%Q4 2016Q3 202328
Armor Investment Advisors, LLC 28280.04%0.14%0.33%Q4 2016Q3 202328
Ancora Advisors LLC 28280.00%0.01%0.03%Q4 2016Q3 202328
BlueSky Wealth Advisors, LLC 28282.23%2.82%3.23%Q4 2016Q3 202328
Jentner Corp 28280.22%0.45%0.63%Q4 2016Q3 202328
NORTH STAR ASSET MANAGEMENT INC 2710.01%0.12%0.38%Q2 2013Q4 202128
Kohmann Bosshard Financial Services, LLC 2520.22%1.93%3.80%Q4 2016Q3 202327
AVALON CAPITAL MANAGEMENT 1110.19%4.48%11.20%Q2 2013Q2 202227
Peak Financial Management, Inc. 27270.16%0.23%0.38%Q4 2016Q2 202327
NATIXIS ADVISORS, L.P. 27270.00%0.01%0.01%Q1 2017Q3 202327
Stratford Consulting, LLC 16110.18%1.17%1.88%Q2 2013Q1 202027
REDW Wealth LLC 27270.20%0.49%0.88%Q1 2017Q3 202327
Sargent Bickham Lagudis LLC 14130.00%0.01%0.03%Q1 2016Q4 202227
Evensky & Katz LLC 27270.00%0.29%1.22%Q3 2014Q1 202127
WOLVERINE TRADING, LLC 510.00%0.00%0.01%Q2 2016Q2 202227
Mariner, LLC 2010.00%0.02%0.05%Q2 2014Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.02%0.04%Q2 2013Q4 201927
QS Investors, LLC 26260.00%0.09%0.26%Q1 2015Q2 202126
Marquette Asset Management, LLC 26260.24%0.58%0.90%Q4 2013Q1 202026
CLEAR INVESTMENT RESEARCH, LLC 26260.08%0.23%0.36%Q2 2017Q3 202326
WEALTHCARE CAPITAL MANAGEMENT LLC 2510.00%0.02%0.03%Q1 2014Q1 202126
Citadel Advisors 710.00%0.00%0.00%Q1 2015Q3 202326
GOLDMAN SACHS GROUP INC 1510.00%0.00%0.01%Q2 2012Q3 202326
MML INVESTORS SERVICES, LLC 26260.01%0.03%0.07%Q2 2017Q3 202326
B. Riley Wealth Advisors, Inc. 2410.00%0.02%0.04%Q2 2014Q3 202326
OneDigital Investment Advisors LLC 26260.02%0.10%0.31%Q2 2017Q3 202326
FC Advisory LLC 26260.15%0.38%0.59%Q3 2017Q4 202326
MONETA GROUP INVESTMENT ADVISORS LLC 26260.22%2.07%3.38%Q2 2017Q3 202326
NEXT Financial Group, Inc 1220.01%0.05%0.24%Q4 2014Q4 202126
STATE STREET CORP 26260.00%0.00%0.00%Q4 2016Q1 202326
BENJAMIN F. EDWARDS & COMPANY, INC. 25250.01%0.33%0.70%Q3 2017Q3 202325
CWM, LLC 1780.00%0.00%0.01%Q2 2017Q3 202325
Advisory Services Network, LLC 1820.00%0.05%0.14%Q3 2015Q1 202325
JPMORGAN CHASE & CO 2410.00%0.01%0.03%Q2 2016Q3 202325
Whitnell & Co. 25253.48%4.69%6.09%Q4 2013Q4 201925
M&T BANK CORP 15100.07%0.13%0.28%Q2 2017Q3 202325
Sonora Investment Management, LLC 25250.00%0.00%0.01%Q3 2015Q3 202125
HighTower Advisors, LLC 2410.00%0.01%0.10%Q2 2013Q3 202325
Steward Partners Investment Advisory, LLC 1870.00%0.00%0.00%Q1 2017Q3 202325
Northwest Quadrant Wealth Management, LLC 24243.12%3.67%4.58%Q4 2016Q3 202224
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 24240.10%0.28%0.81%Q4 2017Q3 202324
Bank of New York Mellon Corp 24240.00%0.00%0.00%Q4 2017Q3 202324
Gradient Capital Advisors, LLC 24240.36%1.34%2.01%Q4 2017Q3 202324
Truepoint, Inc. 2310.01%0.45%1.28%Q3 2017Q3 202324
Live Your Vision, LLC 24240.03%1.19%4.27%Q2 2013Q1 201924
TOMPKINS FINANCIAL CORP 2220.00%0.05%0.18%Q2 2014Q2 202024
AdvisorNet Financial, Inc 24240.02%0.04%0.08%Q4 2017Q3 202324
Front Row Advisors LLC 24240.04%0.06%0.10%Q4 2017Q3 202324
HoyleCohen, LLC 24240.04%0.08%0.11%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.14%0.24%0.37%Q4 2017Q3 202324
MISSION WEALTH MANAGEMENT, LP 24240.03%0.12%0.31%Q4 2017Q3 202324
HBK Sorce Advisory LLC 24240.04%0.42%0.92%Q4 2017Q3 202324
OPTIMUM INVESTMENT ADVISORS 24240.00%0.01%0.02%Q1 2018Q4 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.02%0.06%Q4 2017Q3 202324
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 24240.02%0.07%0.15%Q4 2017Q3 202324
Liberty Capital Management, Inc. 1260.02%0.14%0.25%Q3 2016Q3 202324
ALTFEST L J & CO INC 23230.09%0.15%1.09%Q1 2018Q3 202323
SUNTRUST BANKS INC 23230.01%0.03%0.05%Q1 2014Q3 201923
RATIONAL ADVISORS LLC 23230.01%1.84%5.70%Q1 2018Q3 202323
Asset Management Group, Inc. 23230.09%0.18%0.24%Q1 2015Q3 202023
BUCKINGHAM STRATEGIC WEALTH, LLC 2210.01%0.04%0.20%Q1 2014Q3 202323
TCI Wealth Advisors, Inc. 2210.00%0.02%0.07%Q4 2015Q1 202323
Whitegate Investment Counselors, Inc. 2210.42%0.95%2.56%Q1 2014Q3 202123
HOWE & RUSLING INC 1410.00%0.00%0.00%Q2 2013Q3 202323
BROWN ADVISORY INC 1760.00%0.00%0.00%Q4 2015Q3 202223
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.01%Q1 2018Q3 202323
Fund Evaluation Group, LLC 1670.71%5.32%14.38%Q2 2017Q3 202323
BNP PARIBAS FINANCIAL MARKETS 23230.00%0.00%0.04%Q1 2018Q3 202323
AE Wealth Management LLC 1940.01%0.03%0.13%Q4 2017Q3 202323
CreativeOne Wealth, LLC 23230.01%0.94%2.96%Q1 2018Q3 202323
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 23230.02%0.10%0.17%Q1 2018Q3 202323
Retirement Planning Group, LLC 22220.06%0.78%1.23%Q2 2013Q3 201822
Alaska Wealth Advisors 1410.04%0.16%0.34%Q4 2017Q3 202322
Evanson Asset Management, LLC 1840.04%0.10%0.18%Q2 2014Q4 201922
PFG Advisors 1750.02%0.15%0.52%Q4 2017Q3 202322
NewSquare Capital LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
M Holdings Securities, Inc. 1830.06%0.15%0.36%Q4 2013Q1 201921
Pinnacle Bancorp, Inc. 2010.00%0.08%0.27%Q1 2017Q3 202321
Larson Financial Group LLC 2010.00%0.04%0.19%Q4 2017Q3 202321
Cetera Advisors LLC 1120.00%0.03%0.10%Q1 2014Q1 202321
Pinnacle Advisory Group, Inc. 1830.02%0.09%0.15%Q4 2015Q1 202121
FormulaFolio Investments, LLC 1520.01%0.30%1.42%Q4 2014Q4 202021
JANE STREET GROUP, LLC 610.00%0.01%0.05%Q3 2014Q1 202321
Kingsview Wealth Management, LLC 1410.02%0.04%0.08%Q4 2017Q3 202321
Global Retirement Partners, LLC 1520.00%0.02%0.21%Q2 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Bridgeworth, LLC 1910.04%0.24%0.39%Q4 2016Q3 202221
Betterment LLC 2010.00%0.02%0.03%Q2 2018Q3 202321
SEGALL BRYANT & HAMILL, LLC 1470.01%0.01%0.01%Q2 2018Q3 202321
Wakefield Asset Management LLLP 21210.11%0.19%0.28%Q3 2018Q3 202321
FMR LLC 21210.00%0.00%0.02%Q3 2018Q3 202321
Brand Asset Management Group, Inc. 1740.10%2.52%6.04%Q2 2018Q3 202321
MANAGED ACCOUNT SERVICES INC 20200.19%0.67%1.11%Q4 2016Q3 202120
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.00%0.07%0.18%Q1 2016Q4 202020
COLONY GROUP LLC 1210.00%0.01%0.07%Q3 2015Q3 202320
Emery Howard Portfolio Management, Inc. 20200.05%0.12%0.26%Q4 2015Q3 202020
Omega Financial Group, LLC 20202.26%3.88%5.56%Q4 2018Q3 202320
Princeton Global Asset Management LLC 20200.00%0.03%0.14%Q4 2018Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.00%0.04%0.17%Q4 2017Q4 202220
Foster Victor Wealth Advisors, LLC 20200.03%0.10%0.26%Q4 2018Q3 202320
WHITTIER TRUST CO OF NEVADA INC 1280.00%0.00%0.00%Q2 2016Q3 202320
Wealthfront Advisers LLC 20200.05%0.06%0.09%Q4 2018Q3 202320
Gradient Investments LLC 910.00%0.01%0.03%Q2 2017Q3 202320
Financial Architects, Inc 950.00%0.01%0.04%Q2 2014Q2 202020
HHM Wealth Advisors, LLC 20200.22%0.38%0.77%Q4 2018Q3 202320
MARSHALL FINANCIAL GROUP INC /ADV 20200.94%1.45%2.37%Q4 2018Q3 202320
D.B. Root & Company, LLC 1730.17%0.41%1.04%Q2 2018Q3 202320
C M BIDWELL & ASSOCIATES LTD 20200.00%0.02%0.04%Q4 2017Q3 202220
Black Diamond Financial, LLC 20200.35%0.52%0.87%Q4 2018Q3 202320
Stratos Wealth Advisors, LLC 20200.05%0.43%1.46%Q4 2018Q3 202320
Apollon Wealth Management, LLC 20200.32%1.14%3.32%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.01%0.01%0.03%Q4 2018Q3 202320
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.10%0.48%Q1 2019Q3 202319
GREENLEAF TRUST 19190.01%0.01%0.02%Q1 2019Q3 202319
WEALTHFRONT Corp 19190.00%0.05%0.09%Q1 2014Q3 201819
CX Institutional 19190.01%0.08%0.26%Q2 2018Q4 202219
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Vantage Investment Advisors, LLC 19190.00%0.00%0.00%Q4 2013Q2 201819
American Portfolios Advisors 1540.00%0.00%0.01%Q4 2017Q3 202219
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.08%0.25%0.43%Q1 2019Q3 202319
Jackson Hole Capital Partners, LLC 19190.00%0.01%0.01%Q1 2019Q3 202319
Atria Investments, Inc 1270.02%0.29%0.64%Q2 2013Q4 201919
ProVise Management Group, LLC 710.02%0.27%0.73%Q2 2013Q2 202219
ENTERPRISE FINANCIAL SERVICES CORP 19190.03%0.06%0.09%Q1 2017Q3 202119
TSFG, LLC 19190.00%0.00%0.01%Q1 2019Q3 202319
Pure Financial Advisors, LLC 1610.04%0.09%0.15%Q3 2018Q4 202319
Laurel Wealth Advisors, Inc. 1810.04%0.11%0.38%Q1 2018Q4 202219
ATLAS CAPITAL ADVISORS LLC 1210.02%0.26%0.50%Q3 2018Q3 202319
Focused Wealth Management, Inc 1810.00%0.00%0.02%Q2 2015Q3 202319
Stokes Capital Advisors, LLC 19190.08%0.40%0.76%Q1 2019Q3 202319
Schoolcraft Capital LLC 19190.48%1.02%1.45%Q1 2019Q3 202319
PIERSHALE FINANCIAL GROUP, INC. 410.00%6.14%13.92%Q4 2013Q2 202318
MUFG Americas Holdings Corp 1110.00%0.00%0.00%Q2 2014Q3 202218
Sharkey, Howes & Javer 18180.02%2.29%11.26%Q1 2015Q2 201918
Sigma Planning Corp 18180.01%0.03%0.06%Q3 2015Q4 201918
First Horizon Advisors, Inc. 510.00%0.02%0.11%Q4 2014Q3 202318
DROMS STRAUSS ADVISORS INC /MO/ /ADV 1030.09%1.43%5.08%Q4 2018Q3 202318
HENGEHOLD CAPITAL MANAGEMENT LLC 1620.03%0.08%0.13%Q4 2016Q1 202218
ARGI Investment Services, LLC 18180.02%0.04%0.17%Q3 2013Q4 201718
Armbruster Capital Management, Inc. 18180.22%0.87%2.15%Q4 2015Q1 202018
Rockefeller Capital Management L.P. 18180.00%0.01%0.05%Q2 2019Q3 202318
Frontier Wealth Management LLC 18180.31%0.68%1.04%Q4 2014Q1 201918
Red Cedar Capital, LLC 1440.03%0.04%0.05%Q4 2017Q4 202218
HUNTINGTON NATIONAL BANK 1410.00%0.00%0.00%Q2 2016Q3 202318
FIFTH THIRD SECURITIES, INC. 810.08%0.44%1.34%Q1 2016Q3 202318
BENJAMIN EDWARDS INC 1430.01%0.02%0.04%Q2 2019Q3 202317
Bedel Financial Consulting, Inc. 17170.01%0.03%0.04%Q1 2018Q1 202217
Aptus Capital Advisors, LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
MAI Capital Management 17170.01%0.02%0.04%Q3 2019Q3 202317
WT Wealth Management 17170.17%1.32%2.28%Q3 2019Q3 202317
Grove Bank & Trust 1120.01%0.22%0.60%Q3 2017Q3 202317
SMITH, MOORE & CO. 17170.28%0.42%0.54%Q3 2019Q3 202317
Investors Research Corp 17170.00%0.00%0.01%Q3 2019Q3 202317
Apriem Advisors 1610.00%0.45%1.62%Q2 2013Q2 201817
Wealthcare Advisory Partners LLC 810.00%0.03%0.18%Q2 2018Q3 202317
Bigelow Investment Advisors, LLC 980.09%0.26%0.49%Q4 2017Q3 202317
CREATIVE FINANCIAL DESIGNS INC /ADV 980.00%0.07%1.00%Q4 2016Q3 202317
Bouchey Financial Group Ltd 17170.25%0.54%1.43%Q4 2013Q4 201717
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 17170.06%0.12%0.16%Q3 2019Q3 202317
Baldrige Asset Management LLC 17170.17%0.38%0.55%Q1 2019Q1 202317
IFG Advisors, LLC 17170.45%0.68%0.83%Q3 2019Q3 202317
Charles Schwab Trust Co 17170.68%1.37%2.01%Q3 2019Q3 202317
MONEYWISE, INC. 17170.76%5.43%6.56%Q3 2016Q3 202017
McIlrath & Eck, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Column Capital Advisors, LLC 16160.01%0.03%0.15%Q4 2019Q3 202316
Sound Income Strategies, LLC 1010.00%0.00%0.00%Q1 2018Q3 202316
Psagot Value Holdings Ltd. 16160.01%0.03%0.05%Q4 2014Q3 201816
Cerity Partners LLC 16160.07%0.17%0.48%Q4 2019Q3 202316
WealthShield Partners, LLC 810.00%0.05%0.17%Q1 2019Q3 202316
Blueprint Investment Partners LLC 16160.16%1.08%2.35%Q4 2019Q3 202316
Firestone Capital Management 16161.66%2.41%3.08%Q4 2019Q3 202316
Curtis Advisory Group, LLC 16160.29%0.49%0.64%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.00%0.01%Q4 2019Q3 202316
SRS Capital Advisors, Inc. 1060.00%0.00%0.00%Q3 2019Q3 202316
Integrated Advisors Network LLC 16160.01%0.02%0.04%Q4 2019Q3 202316
Strategic Financial Planning, Inc. 16165.13%6.05%7.10%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.01%0.01%0.01%Q4 2019Q3 202316
AlphaMark Advisors, LLC 16160.01%0.01%0.02%Q4 2016Q3 202016
FAS Wealth Partners, Inc. 16160.00%0.00%0.01%Q4 2019Q3 202316
AVANTAX ADVISORY SERVICES, INC. 16160.01%0.02%0.04%Q4 2019Q3 202316
Marotta Asset Management 1330.08%0.29%0.77%Q4 2019Q4 202316
BALLAST ADVISORS LLC 16160.60%0.78%1.25%Q4 2019Q3 202316
ATTICUS WEALTH MANAGEMENT, LLC 16160.00%0.00%0.02%Q4 2019Q3 202316
CAPITAL INSIGHT PARTNERS, LLC 16160.22%1.22%3.47%Q4 2019Q3 202316
Sculati Wealth Management, LLC 16160.38%0.84%1.58%Q4 2019Q3 202316
Cordant, Inc. 16160.30%0.65%0.86%Q4 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.01%0.02%0.05%Q4 2019Q3 202316
Wagner Wealth Management, LLC 1240.00%0.00%0.02%Q4 2017Q3 202316
Bison Wealth, LLC 920.00%0.23%0.90%Q4 2014Q4 202115
Peterson Wealth Advisors, LLC 15150.17%0.31%0.54%Q1 2020Q3 202315
LAKE STREET ADVISORS GROUP, LLC 15150.68%0.88%1.19%Q1 2020Q3 202315
SIMPLEX TRADING, LLC 410.00%0.00%0.00%Q2 2015Q3 202315
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1050.07%0.14%0.33%Q4 2019Q3 202315
Matrix Trust Co 15152.37%11.69%15.03%Q2 2019Q4 202215
Faithward Advisors, LLC 1140.00%0.00%0.01%Q4 2019Q3 202315
Retirement Group, LLC 1410.13%0.27%0.55%Q4 2019Q3 202315
Disciplined Investments, LLC 15150.02%0.05%0.11%Q4 2019Q2 202315
Barrett Asset Management, LLC 15150.01%0.01%0.01%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.00%0.01%0.04%Q1 2020Q3 202315
BCS Wealth Management 1410.44%0.54%0.69%Q4 2019Q3 202315
Portfolio Solutions, LLC 1110.00%0.04%0.05%Q1 2018Q3 202215
BELLEVUE ASSET MANAGEMENT, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Clearstead Advisors, LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
REILLY FINANCIAL ADVISORS, LLC 1140.00%0.00%0.01%Q1 2017Q4 202115
Advisor Group, Inc. 15150.01%0.03%0.07%Q2 2016Q4 201915
Lutz Financial Services LLC 15150.03%0.20%0.36%Q1 2020Q3 202315
Acorn Wealth Advisors, LLC 1110.12%0.28%0.41%Q4 2017Q3 202315
BLUESTEM FINANCIAL ADVISORS, LLC 14140.14%0.21%0.34%Q2 2020Q3 202314
MSI Financial Services Inc 14140.00%0.02%0.11%Q3 2013Q4 201614
SEI INVESTMENTS CO 1130.00%0.00%0.00%Q4 2014Q2 201814
FIRST HAWAIIAN BANK 14140.19%0.26%0.33%Q3 2018Q4 202114
Penobscot Investment Management Company, Inc. 14140.05%0.06%0.08%Q3 2016Q4 201914
JNBA Financial Advisors 1010.00%0.11%0.32%Q3 2016Q3 202314
DDD Partners, LLC 14140.06%0.08%0.11%Q2 2020Q3 202314
Elm Partners Management LLC 14140.16%1.12%1.66%Q2 2020Q3 202314
Hudock, Inc. 820.00%0.01%0.03%Q2 2014Q2 202114
Wealthspire Advisors, L.P. 14140.01%0.02%0.03%Q4 2015Q1 201914
Sequoia Financial Advisors, LLC 1110.00%0.02%0.03%Q2 2018Q3 202314
GLENMEDE TRUST CO NA 910.00%0.00%0.00%Q1 2017Q3 202314
One Capital Management, LLC 950.07%0.09%0.11%Q2 2014Q3 201914
Advisors Preferred, LLC 410.01%0.30%0.96%Q2 2014Q1 202014
Invst, LLC 1310.04%4.87%10.48%Q2 2017Q1 202114
BERKSHIRE ASSET MANAGEMENT LLC/PA 14140.11%0.16%0.23%Q1 2017Q2 202014
CVA Family Office, LLC 14140.01%0.02%0.05%Q1 2020Q2 202314
DENVER INVESTMENT ADVISORS LLC 13130.03%0.03%0.04%Q1 2015Q1 201813
AllSquare Wealth Management LLC 13130.01%0.06%0.11%Q4 2014Q4 201713
Renaissance Technologies 510.00%0.00%0.01%Q4 2017Q2 202313
Versant Capital Management, Inc 1120.00%0.00%0.00%Q1 2018Q4 202113
Kingfisher Capital LLC 13130.15%0.22%0.28%Q1 2017Q1 202013
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1030.01%0.03%0.06%Q2 2013Q2 202313
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1120.05%0.33%1.52%Q2 2014Q3 201913
Personal Capital Advisors Corp 1210.01%0.03%0.23%Q1 2017Q4 202213
LifeSteps Financial, Inc. 13130.22%0.46%0.62%Q4 2019Q4 202213
CREDIT SUISSE AG/ 13130.00%0.00%0.01%Q2 2013Q2 201613
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 13130.22%0.70%0.97%Q3 2020Q3 202313
SWS Partners 510.00%0.98%1.86%Q4 2017Q3 202313
Key FInancial Inc 1210.00%0.00%0.00%Q1 2020Q3 202313
Morningstar Investment Services LLC 1120.00%0.05%0.08%Q1 2019Q2 202213
SignalPoint Asset Management, LLC 1120.08%0.11%0.18%Q3 2019Q3 202313
SWARTHMORE GROUP INC 13130.17%0.23%0.40%Q2 2013Q2 201613
Adero Partners, LLC 13130.03%0.21%0.49%Q4 2019Q4 202213
Blume Capital Management, Inc. 13130.02%0.22%1.23%Q3 2020Q3 202313
Royal Fund Management, LLC 13130.00%0.00%0.01%Q1 2017Q1 202013
Walkner Condon Financial Advisors LLC 13130.19%0.31%0.67%Q3 2020Q3 202313
Advisory Alpha, LLC 760.12%0.91%1.99%Q1 2017Q2 202013
Patten Group, Inc. 13130.00%0.00%0.01%Q4 2015Q4 201813
WBH ADVISORY INC 910.13%0.17%0.33%Q1 2019Q3 202313
STABLEFORD CAPITAL II LLC 1120.17%0.34%0.85%Q2 2020Q3 202313
Jackson Creek Investment Advisors LLC 13130.73%0.89%1.01%Q3 2020Q3 202313
Relaxing Retirement Coach 13130.52%2.41%3.48%Q4 2017Q4 202013
WHITTIER TRUST CO 410.00%0.00%0.00%Q4 2014Q2 202213
FIRST NATIONAL CORP /MA/ /ADV 720.02%1.03%4.05%Q4 2018Q1 202313
FIDUCIENT ADVISORS LLC 13130.15%0.80%1.10%Q1 2019Q1 202213
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
Capital Asset Advisory Services LLC 12120.00%0.00%0.01%Q4 2019Q3 202212
NWAM LLC 910.01%0.03%0.04%Q1 2020Q2 202312
Glassman Wealth Services 910.00%0.00%0.00%Q1 2018Q1 202312
FINANCIAL CONSULATE, INC 840.42%0.92%1.63%Q4 2014Q4 201812
Gateway Advisory, LLC 1110.13%0.60%1.60%Q2 2013Q4 201812
TRUST CO OF VERMONT 1010.00%0.00%0.00%Q4 2017Q1 202312
CHOREO, LLC 12120.02%0.03%0.05%Q4 2020Q3 202312
Navis Wealth Advisors, LLC 12120.23%0.32%0.43%Q4 2020Q3 202312
Burt Wealth Advisors 520.00%0.01%0.02%Q4 2014Q1 202012
GREAT LAKES ADVISORS, LLC 12120.01%0.01%0.01%Q3 2019Q2 202212
Orion Portfolio Solutions, LLC 930.00%0.01%0.02%Q4 2019Q3 202312
WEBSTERROGERS FINANCIAL ADVISORS, LLC 12120.12%0.20%0.41%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.04%0.09%0.12%Q4 2020Q3 202312
EDMOND DE ROTHSCHILD HOLDING S.A. 12120.00%0.00%0.00%Q2 2020Q1 202312
Cypress Point Wealth Management, LLC 12122.30%4.00%6.58%Q4 2020Q3 202312
Garrison Asset Management, LLC 840.12%0.14%0.17%Q4 2019Q3 202312
Transamerica Financial Advisors, Inc. 660.00%0.00%0.00%Q1 2014Q3 202312
Beacon Pointe Advisors, LLC 1010.01%0.02%0.10%Q2 2019Q3 202312
WOLFF WIESE MAGANA LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
RHS Financial, LLC 530.16%1.02%2.54%Q4 2018Q4 202212
VPR Management LLC 12120.16%0.19%0.25%Q4 2020Q3 202312
Allen Capital Group, LLC 930.05%0.43%0.93%Q2 2018Q3 202312
QUADRANT CAPITAL GROUP LLC 1010.00%0.00%0.01%Q4 2019Q3 202312
DELTA ASSET MANAGEMENT LLC/TN 410.00%0.00%0.00%Q2 2019Q3 202312
Joseph P. Lucia & Associates, LLC 620.01%0.04%0.11%Q1 2019Q2 202212
FAGAN ASSOCIATES, INC. 12120.46%0.54%0.60%Q1 2014Q4 201612
Platte River Wealth Advisors, LLC 12120.30%0.43%0.55%Q2 2020Q1 202312
Prime Capital Investment Advisors, LLC 820.01%0.20%1.07%Q2 2019Q3 202312
Tiller Private Wealth, Inc. 12123.37%4.23%5.14%Q4 2015Q3 201812
Buckingham Capital Management, Inc. 720.06%0.11%0.22%Q2 2013Q1 201812
FINANCIAL COUNSELORS INC 12120.05%0.07%0.11%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Summit Financial Strategies, Inc. 12120.05%0.07%0.09%Q4 2020Q3 202312
VALENTINE VENTURES LLC 913.46%6.14%9.21%Q4 2014Q3 201911
Johnson Financial Group, Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
TRUEWEALTH LLC 11110.02%0.06%0.11%Q4 2017Q2 202011
Valeo Financial Advisors, LLC 11110.00%0.01%0.03%Q4 2017Q2 202011
Waterfront Wealth Inc. 11110.06%0.10%0.12%Q1 2021Q3 202311
Foster Group, Inc. 11110.02%0.03%0.04%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.01%0.01%Q1 2021Q3 202311
Bogart Wealth, LLC 830.00%0.00%0.00%Q1 2020Q3 202311
Cetera Advisor Networks LLC 1010.01%0.03%0.05%Q2 2020Q3 202311
Valmark Advisers, Inc. 11110.01%0.02%0.02%Q1 2021Q3 202311
MFA WEALTH ADVISORS, LLC 11110.02%0.86%4.36%Q4 2017Q2 202011
Everhart Financial Group, Inc. 11110.13%0.17%0.30%Q1 2021Q3 202311
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
StrategIQ Financial Group, LLC 11110.08%0.14%0.26%Q4 2015Q2 201811
Westside Investment Management, Inc. 11110.00%0.00%0.01%Q1 2021Q3 202311
BFSG, LLC 11110.09%0.18%0.33%Q3 2017Q1 202011
Kestra Advisory Services, LLC 740.00%0.00%0.01%Q3 2020Q2 202311
TD Ameritrade Trust Co 11110.25%0.40%0.61%Q1 2015Q3 201711
NORTHWEST INVESTMENT COUNSELORS, LLC 610.02%0.02%0.03%Q2 2017Q1 202311
Prestige Wealth Management Group LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Simplicity Solutions, LLC 410.01%0.04%0.11%Q4 2015Q4 202011
Commonwealth Equity Services, Inc 11110.00%0.01%0.02%Q1 2015Q3 201711
Baird Financial Group, Inc. 11110.00%0.00%0.01%Q1 2021Q3 202311
Founders Financial Alliance, LLC 810.00%0.00%0.01%Q3 2020Q3 202311
Galvin, Gaustad & Stein, LLC 11110.02%0.03%0.04%Q1 2021Q3 202311
Cambria Investment Management, L.P. 11110.23%0.35%0.55%Q4 2017Q2 202011
Portland Global Advisors LLC 11110.05%0.06%0.08%Q3 2020Q1 202311
Ausdal Financial Partners, Inc. 11110.02%0.04%0.05%Q1 2021Q3 202311
McClarren Financial Advisors, Inc. 650.04%0.04%0.05%Q4 2020Q3 202311
Barnett & Company, Inc. 830.00%0.01%0.01%Q4 2016Q3 202011
Independence Bank of Kentucky 710.00%0.00%0.02%Q1 2019Q3 202311
Bridgewater Advisors Inc. 11110.04%0.09%0.15%Q1 2021Q3 202311
J.P. Morgan Private Wealth Advisors LLC 920.00%0.00%0.02%Q3 2019Q3 202311
CAROLINAS WEALTH CONSULTING LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Camelot Portfolios, LLC 910.11%0.18%0.24%Q1 2019Q2 202210
Slow Capital, Inc. 820.11%0.16%0.21%Q1 2018Q4 202110
MANUFACTURERS LIFE INSURANCE COMPANY, THE 520.00%0.00%0.00%Q1 2015Q2 201810
Robertson Stephens Wealth Management, LLC 10100.02%0.16%1.03%Q2 2020Q3 202210
HAP Trading, LLC 510.01%0.09%0.24%Q2 2019Q3 202210
GeoWealth Management, LLC 730.00%0.25%1.14%Q3 2019Q3 202210
ADVANTAGE INVESTMENT MANAGEMENT, LLC 10100.00%0.00%0.00%Q3 2016Q4 201810
JTC Employer Solutions Trustee Ltd 10100.03%0.05%0.08%Q2 2021Q3 202310
BB&T SECURITIES, LLC 520.00%0.05%0.13%Q1 2014Q3 201910
GPS Wealth Strategies Group, LLC 730.00%0.00%0.00%Q1 2021Q3 202310
KEYBANK NATIONAL ASSOCIATION/OH 810.00%0.00%0.00%Q1 2020Q1 202310
Cypress Capital Management LLC (WY) 10100.00%0.01%0.02%Q4 2017Q1 202010
Newbridge Financial Services Group, Inc. 640.00%0.00%0.02%Q3 2020Q1 202310
CERTUITY, LLC 10100.08%0.17%0.30%Q2 2021Q3 202310
EAGLE GLOBAL ADVISORS LLC 10100.41%0.46%0.51%Q2 2020Q3 202210
HARBOUR INVESTMENTS, INC. 640.01%0.02%0.11%Q1 2021Q3 202310
Elmwood Wealth Management, Inc. 730.00%0.02%0.03%Q1 2018Q3 202010
Curi Wealth Management, LLC 10100.21%0.54%0.90%Q4 2020Q1 202310
WASHINGTON TRUST Co 10100.00%0.00%0.00%Q2 2021Q3 202310
BDO Wealth Advisors, LLC 10100.00%0.00%0.00%Q1 2021Q2 202310
AJ WEALTH STRATEGIES, LLC 520.03%0.05%0.10%Q1 2017Q3 202210
Center for Financial Planning, Inc. 10100.00%0.00%0.00%Q1 2021Q2 202310
FIDUCIARY TRUST CO 10100.01%0.01%0.02%Q2 2021Q3 202310
Certified Advisory Corp 10100.00%0.01%0.01%Q4 2017Q1 202010
AdvicePeriod, LLC 10100.06%0.07%0.08%Q4 2017Q1 202010
JFS WEALTH ADVISORS, LLC 910.00%0.00%0.00%Q3 2019Q3 202310
MANCHESTER FINANCIAL INC 10100.00%0.55%0.98%Q4 2018Q1 202110
HM PAYSON & CO 10100.00%0.00%0.00%Q1 2021Q2 202310
AWM CAPITAL, LLC 990.37%1.12%2.22%Q3 2021Q3 20239
Reitz Capital Advisors LLC 990.58%1.35%2.43%Q4 2018Q4 20209
QCI ASSET MANAGEMENT INC/NY 990.00%0.00%0.00%Q1 2018Q1 20209
PATHSTONE FAMILY OFFICE, LLC 990.10%0.21%0.42%Q1 2020Q1 20229
FIRST MERCANTILE TRUST CO 990.46%0.74%0.90%Q2 2019Q2 20219
Manchester Capital Management LLC 810.00%0.00%0.01%Q2 2013Q2 20209
Lehman & Derafelo Financial Resources LLC 720.00%0.00%0.00%Q1 2020Q3 20229
LifePlan Financial Group, Inc 990.00%0.01%0.01%Q3 2018Q3 20209
Ironsides Asset Advisors, LLC 991.06%1.30%1.88%Q1 2020Q1 20229
Stearns Financial Services Group 990.00%0.00%0.00%Q3 2018Q3 20209
AlphaStar Capital Management, LLC 510.00%0.18%0.73%Q2 2017Q3 20239
Pinnacle Wealth Management Advisory Group, LLC 990.04%0.06%0.08%Q2 2020Q2 20229
Strategic Family Wealth Counselors, L.L.C. 810.18%0.86%1.35%Q4 2018Q4 20229
Gunma Bank,Ltd. 991.77%2.82%7.42%Q3 2021Q3 20239
MONTAG A & ASSOCIATES INC 990.00%0.02%0.04%Q3 2021Q3 20239
Qube Research & Technologies Ltd 610.00%0.00%0.01%Q4 2020Q3 20239
OPPENHEIMER ASSET MANAGEMENT INC. 630.00%0.00%0.00%Q1 2017Q1 20209
Plante Moran Financial Advisors, LLC 410.00%0.00%0.01%Q4 2017Q4 20229
PINNACLE ASSOCIATES LTD 990.01%0.01%0.01%Q2 2020Q2 20229
Premise Capital, LLC 991.11%5.09%8.51%Q2 2018Q2 20209
361 CAPITAL LLC 990.32%0.46%0.75%Q2 2018Q2 20209
Laidlaw Wealth Management LLC 810.05%0.08%0.10%Q4 2020Q3 20239
Lenox Wealth Advisors, LLC 610.00%0.00%0.01%Q4 2015Q4 20219
Cedar Wealth Management, LLC 990.00%0.00%0.01%Q1 2020Q1 20229
UMB Bank, n.a. 810.00%0.00%0.01%Q4 2019Q3 20239
Whelan Financial 990.26%0.39%0.69%Q3 2021Q3 20239
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 810.03%0.04%0.12%Q4 2018Q1 20229
Baltimore-Washington Financial Advisors, Inc. 710.07%0.80%1.12%Q2 2016Q3 20229
Blue Barn Wealth, LLC 990.13%0.25%0.41%Q2 2021Q2 20239
Aletheian Wealth Advisors LLC 990.35%0.66%1.21%Q4 2021Q4 20239
Upper Left Wealth Management, LLC 883.44%3.77%4.26%Q4 2021Q3 20238
Baron Financial Group, LLC 880.00%0.09%0.39%Q3 2020Q2 20228
Visionary Wealth Advisors 710.02%0.11%0.53%Q1 2020Q3 20228
APPLETON GROUP, LLC 882.71%7.48%10.26%Q2 2016Q1 20188
Tanglewood Wealth Management, Inc. 510.03%0.79%1.34%Q4 2018Q1 20238
EWG Elevate Inc. 710.11%0.31%1.50%Q4 2019Q3 20238
MARYLAND CAPITAL ADVISORS INC. 880.00%0.00%0.00%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.01%0.02%0.04%Q4 2021Q3 20238
Facet Wealth, Inc. 880.02%0.05%0.09%Q4 2020Q3 20228
PITTENGER & ANDERSON INC 710.00%0.01%0.03%Q4 2014Q4 20168
Rainsberger Wealth Advisors, Inc. 880.13%0.42%0.91%Q4 2021Q3 20238
Element Wealth, LLC 510.00%0.01%0.02%Q1 2020Q3 20238
Taylor, Cottrill LLC 880.88%0.97%1.10%Q1 2014Q4 20158
WEALTH MANAGEMENT RESOURCES, INC. 882.87%3.68%4.50%Q4 2021Q3 20238
Peloton Wealth Strategists 530.09%0.60%0.72%Q4 2020Q3 20238
PARAMETRIC PORTFOLIO ASSOCIATES LLC 880.00%0.00%0.00%Q2 2018Q1 20208
CAPITAL ADVISORS INC/OK 880.10%0.14%0.33%Q4 2016Q3 20188
Bell Investment Advisors, Inc 620.00%0.14%0.50%Q3 2021Q3 20238
Fortress Wealth Management, Inc. 880.25%1.12%2.70%Q4 2021Q3 20238
Ascension Capital Advisors, Inc. 440.15%0.64%2.83%Q4 2019Q3 20238
Strategic Financial Services, Inc, 620.02%0.02%0.04%Q4 2016Q2 20228
Addison Advisors LLC 440.00%0.00%0.00%Q2 2021Q3 20238
NORTHERN TRUST CORP 420.00%0.00%0.00%Q3 2019Q3 20228
Journey Advisory Group, LLC 880.17%0.23%0.27%Q4 2020Q3 20228
LVW Advisors, LLC 880.99%1.59%2.68%Q2 2018Q1 20208
Evolution Advisers, Inc. 880.00%0.00%0.04%Q4 2021Q3 20238
Laraway Financial Advisors Inc 880.34%0.40%0.46%Q4 2021Q3 20238
Centric Wealth Management 610.58%1.30%1.90%Q4 2018Q1 20228
Cresset Asset Management, LLC 880.00%0.00%0.00%Q3 2021Q2 20238
Crew Capital Management, Ltd. 880.40%0.43%0.48%Q1 2021Q4 20228
Congress Wealth Management LLC / DE / 880.06%0.07%0.08%Q4 2021Q3 20238
Western Wealth Management, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
Gladstone Institutional Advisory LLC 620.02%0.74%1.17%Q1 2019Q2 20218
Harborview Advisors, LLC 420.13%0.19%0.24%Q1 2019Q3 20218
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.00%Q3 2015Q1 20238
Horan Securities, Inc. 710.00%0.00%0.00%Q4 2020Q2 20238
VSR Financial Services, Inc. 880.06%0.15%0.22%Q3 2014Q2 20168
EVERGREEN CAPITAL MANAGEMENT LLC 880.02%0.05%0.08%Q4 2021Q3 20238
Arkadios Wealth Advisors 880.00%0.02%0.08%Q4 2019Q3 20218
GPWM LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Level Financial Advisors 880.00%0.01%0.03%Q4 2021Q3 20238
Ellevest, Inc. 880.00%0.00%0.00%Q2 2021Q1 20238
Ten Capital Wealth Advisors, LLC 880.00%0.00%0.00%Q2 2021Q1 20238
CWH Capital Management, Inc. 710.29%0.69%1.29%Q4 2013Q3 20178
DB Wealth Management Group, LLC 440.00%0.00%0.00%Q1 2021Q3 20238
MORRIS FINANCIAL CONCEPTS, INC. 880.00%0.01%0.02%Q4 2021Q3 20238
Hexagon Capital Partners LLC 620.00%0.05%0.10%Q2 2021Q3 20238
Callan Capital, LLC 880.04%0.05%0.06%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 610.12%0.21%0.25%Q1 2021Q3 20238
ASPIRIANT, LLC 880.08%0.09%0.10%Q1 2018Q4 20198
City State Bank 880.00%0.00%0.00%Q4 2021Q3 20238
SYNOVUS FINANCIAL CORP 410.00%0.00%0.00%Q1 2014Q1 20208
MATHER GROUP, LLC. 880.02%0.18%0.22%Q4 2016Q3 20188
MCF Advisors LLC 710.00%0.00%0.00%Q4 2017Q3 20238
MONEY CONCEPTS CAPITAL CORP 620.00%0.00%0.01%Q4 2020Q1 20238
Avion Wealth 610.00%0.00%0.00%Q1 2020Q3 20237
Concord Wealth Partners 430.00%0.00%0.00%Q4 2021Q3 20237
Mangham Associates,LLC 770.23%0.40%0.54%Q1 2022Q3 20237
Gratus Capital, LLC 770.05%1.28%2.18%Q4 2015Q2 20177
BRIDGES INVESTMENT MANAGEMENT INC 770.01%0.02%0.04%Q2 2018Q4 20197
Bensler, LLC 770.28%0.44%0.60%Q1 2022Q3 20237
WHITENER CAPITAL MANAGEMENT, INC. 520.00%0.00%0.00%Q4 2017Q3 20197
Truvestments Capital LLC 320.00%0.01%0.06%Q1 2020Q3 20227
CARDIFF PARK ADVISORS, LLC 770.01%0.01%0.01%Q4 2021Q2 20237
Cornerstone Wealth Advisors, Inc. 771.61%1.86%1.98%Q1 2022Q3 20237
Edge Advisors, LLC 770.01%0.01%0.01%Q4 2016Q2 20187
VICUS CAPITAL 770.06%0.19%0.38%Q2 2016Q4 20177
TILIA FIDUCIARY PARTNERS, INC. 770.00%0.00%0.00%Q4 2021Q2 20237
1900 WEALTH MANAGEMENT LLC 770.02%0.04%0.11%Q3 2021Q1 20237
Raleigh Capital Management Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Rockbridge Investment Management, LCC 770.66%0.75%0.93%Q2 2020Q4 20217
Global Wealth Management Investment Advisory, Inc. 770.00%0.01%0.01%Q4 2018Q2 20207
MASSMUTUAL TRUST CO FSB/ADV 610.00%0.00%0.00%Q2 2019Q1 20237
West Financial Advisors, LLC 770.00%0.00%0.01%Q4 2020Q2 20227
WASHINGTON TRUST BANK 510.00%0.01%0.01%Q3 2014Q1 20197
Weaver Consulting Group 770.00%0.01%0.01%Q1 2019Q3 20207
PARK AVENUE SECURITIES LLC 770.00%0.01%0.01%Q1 2022Q3 20237
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 770.81%1.00%1.32%Q4 2018Q2 20207
WEST PACES ADVISORS INC. 410.00%0.07%0.32%Q4 2016Q2 20237
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 770.01%0.02%0.03%Q2 2017Q4 20187
SJS Investment Consulting Inc. 520.00%0.06%0.15%Q4 2021Q3 20237
Providence First Trust Co 770.43%0.49%0.58%Q2 2017Q4 20187
Guardian Financial Partners, LLC 610.39%0.52%0.67%Q4 2021Q3 20237
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Loveless Wealth Management LLC 770.36%0.46%0.58%Q4 2019Q2 20217
Atria Wealth Solutions, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
RiverFront Investment Group, LLC 520.34%2.02%3.50%Q1 2014Q3 20167
Values First Advisors, Inc. 610.00%0.00%0.00%Q2 2021Q1 20237
AlphaCore Capital LLC 610.00%0.00%0.01%Q4 2019Q3 20237
Jacobi Capital Management LLC 610.00%0.00%0.00%Q2 2018Q3 20217
AVAII WEALTH MANAGEMENT, LLC 770.37%0.41%0.45%Q1 2022Q3 20237
Vise Technologies, Inc. 771.28%1.69%2.23%Q1 2022Q3 20237
Ledyard National Bank 520.00%0.00%0.00%Q4 2016Q4 20187
PHILLIPS FINANCIAL MANAGEMENT, LLC 770.09%0.10%0.10%Q2 2017Q4 20187
Alliance Wealth Management Group 770.14%0.76%1.14%Q1 2017Q3 20187
Brinker Capital Investments, LLC 410.00%0.09%0.16%Q2 2013Q4 20197
FLAGSHIP HARBOR ADVISORS, LLC 770.00%0.00%0.00%Q2 2018Q4 20197
Sowell Financial Services LLC 770.01%0.02%0.03%Q3 2019Q1 20217
Selective Wealth Management, Inc. 770.00%0.00%0.00%Q3 2019Q1 20217
Advisory Services & Investments, LLC 660.34%2.00%2.66%Q1 2021Q2 20226
OLD SECOND NATIONAL BANK OF AURORA 510.01%0.01%0.01%Q4 2019Q4 20216
Braun-Bostich & Associates Inc. 660.55%1.32%1.66%Q1 2022Q2 20236
RITTER DANIHER FINANCIAL ADVISORY LLC 660.00%0.00%0.00%Q4 2020Q1 20226
CENTRAL TRUST Co 210.00%0.00%0.00%Q4 2017Q3 20226
Lindbrook Capital, LLC 510.00%0.00%0.00%Q4 2019Q3 20236
MARINO, STRAM & ASSOCIATES LLC 660.02%0.02%0.02%Q4 2017Q1 20196
First Allied Advisory Services, Inc. 310.00%0.02%0.06%Q1 2015Q1 20206
MV CAPITAL MANAGEMENT, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
North Star Investment Management Corp. 660.00%0.00%0.00%Q2 2022Q3 20236
Alaska Permanent Capital Management 660.06%0.07%0.08%Q2 2013Q3 20146
Brookstone Capital Management 420.00%0.01%0.01%Q2 2015Q1 20226
ATWOOD & PALMER INC 660.01%0.01%0.01%Q3 2015Q4 20166
Global Strategic Investment Solutions, LLC 660.42%2.46%3.30%Q4 2018Q1 20206
Timber Hill LLC 660.00%0.00%0.00%Q3 2013Q4 20146
B&D White Capital Company, LLC 510.01%0.82%1.57%Q4 2020Q3 20226
BUCKINGHAM STRATEGIC PARTNERS, LLC 660.01%0.05%0.10%Q2 2022Q3 20236
Janney Montgomery Scott LLC 660.01%0.02%0.03%Q3 2018Q4 20196
INTRUST BANK NA 420.06%0.12%0.22%Q4 2018Q2 20206
DUNCKER STREETT & CO INC 660.00%0.00%0.00%Q4 2019Q1 20216
Merriman Wealth Management, LLC 660.05%0.06%0.08%Q4 2018Q1 20206
Buffington Mohr McNeal 510.05%0.07%0.09%Q1 2016Q1 20196
GUARDIAN WEALTH ADVISORS, LLC / NC 660.00%0.00%0.00%Q2 2022Q3 20236
GYL FINANCIAL SYNERGIES, LLC 660.07%0.36%1.53%Q2 2022Q3 20236
BRINKER CAPITAL INC 660.14%0.26%0.37%Q3 2016Q4 20176
Newman Dignan & Sheerar, Inc. 510.01%0.10%0.16%Q1 2017Q1 20206
Hillcrest Wealth Advisors - NY, LLC 660.19%0.34%0.53%Q2 2022Q3 20236
Integrated Wealth Management 420.01%0.01%0.02%Q1 2015Q3 20166
IHT Wealth Management, LLC 660.00%0.01%0.04%Q4 2016Q1 20186
WEALTHSOURCE PARTNERS, LLC 660.09%0.37%0.51%Q4 2016Q1 20186
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
JUNCTURE WEALTH STRATEGIES, LLC 660.24%0.65%1.78%Q3 2022Q4 20236
JBJ Investment Partners, LLC 661.76%2.90%3.91%Q1 2019Q2 20206
SHINE INVESTMENT ADVISORY SERVICES INC 510.00%0.00%0.00%Q3 2017Q1 20206
Passive Capital Management, LLC. 660.64%1.38%2.12%Q4 2021Q1 20236
ASSETMARK, INC 210.00%0.00%0.00%Q1 2021Q3 20236
Twele Capital Management, Inc. 310.05%0.05%0.06%Q2 2016Q2 20186
CITIZENS & NORTHERN CORP 666.40%6.67%6.90%Q4 2018Q1 20206
Legacy Capital Partners, Inc. 510.13%0.19%0.22%Q1 2019Q1 20226
Kernodle & Katon Asset Management Group, LLC 660.50%0.81%1.30%Q4 2015Q1 20176
Human Investing LLC 510.00%0.02%0.06%Q1 2020Q4 20226
Waypoint Capital Advisors, LLC 660.34%0.50%0.91%Q2 2022Q3 20236
VESTOR CAPITAL, LLC 510.01%0.01%0.01%Q1 2022Q3 20236
CAMBRIDGE TRUST CO 660.00%0.00%0.00%Q2 2022Q3 20236
Principle Wealth Partners LLC 510.01%0.19%0.30%Q4 2018Q2 20206
Patriot Financial Group Insurance Agency, LLC 310.00%0.00%0.00%Q1 2019Q2 20226
Landmark Wealth Management, LLC 310.74%1.04%2.03%Q4 2021Q3 20236
Hurlow Wealth Management Group, Inc. 660.63%0.79%0.91%Q4 2018Q1 20206
GOULD ASSET MANAGEMENT LLC /CA/ 310.09%0.12%0.18%Q1 2016Q2 20235
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 550.00%0.00%0.00%Q4 2018Q4 20195
Avantax Planning Partners, Inc. 410.00%0.03%0.05%Q2 2017Q3 20185
JACKSON THORNTON ASSET MANAGEMENT, LLC 550.12%0.69%1.14%Q3 2022Q3 20235
Tevis Investment Management 410.20%0.33%0.56%Q4 2021Q3 20235
Stratos Wealth Partners, LTD. 210.01%0.01%0.03%Q3 2016Q3 20185
IVC Wealth Advisors LLC 210.15%0.17%0.20%Q1 2022Q3 20235
Virtue Capital Management, LLC 320.05%0.10%0.18%Q1 2021Q4 20225
Adams Chetwood Wealth Management LLC 552.24%2.67%3.32%Q4 2019Q4 20205
Covestor Ltd 550.00%0.02%0.03%Q3 2022Q3 20235
SVB Investment Services Inc. 550.04%0.06%0.09%Q4 2019Q4 20205
Gerber Kawasaki Wealth & Investment Management 410.01%0.07%0.10%Q3 2021Q3 20235
Broadview Financial Management, LLC 550.18%0.20%0.21%Q4 2018Q4 20195
Exchange Capital Management, Inc. 550.00%0.00%0.00%Q3 2017Q3 20185
LIBERTY WEALTH MANAGEMENT LLC 210.00%0.02%0.07%Q3 2019Q1 20235
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
Danda Trouve Investment Management, Inc. 551.68%2.88%3.77%Q4 2019Q4 20205
FIRST FOUNDATION ADVISORS 210.03%0.05%0.10%Q4 2014Q1 20185
D.A. DAVIDSON & CO. 550.00%0.00%0.00%Q2 2016Q2 20175
VERITY Wealth Advisors 550.26%0.34%0.39%Q4 2018Q4 20195
M&R CAPITAL MANAGEMENT INC 550.00%0.00%0.00%Q4 2022Q4 20235
TOWNSQUARE CAPITAL LLC 410.00%0.06%0.08%Q2 2019Q3 20235
Morningstar Investment Management LLC 550.25%1.94%4.04%Q4 2018Q4 20195
Solitude Financial Services 551.12%1.19%1.23%Q4 2020Q4 20215
BECK MACK & OLIVER LLC 550.02%0.02%0.02%Q4 2018Q4 20195
Elwood & Goetz Wealth Advisory Group, LLC 410.07%0.26%0.41%Q4 2018Q3 20235
Procyon Advisors, LLC 550.18%0.39%0.72%Q2 2022Q2 20235
FARMERS & MERCHANTS INVESTMENTS INC 210.00%0.00%0.00%Q2 2016Q1 20235
MACROVIEW INVESTMENT MANAGEMENT LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Kozak & Associates, Inc. 550.00%0.01%0.01%Q3 2021Q3 20225
WADE G W & INC 550.02%0.03%0.03%Q2 2021Q2 20225
Global Wealth Strategies & Associates 550.00%0.00%0.00%Q4 2022Q4 20235
Knuff & Co LLC 550.00%0.00%0.00%Q4 2018Q4 20195
WMS Partners, LLC 550.04%0.07%0.10%Q3 2022Q3 20235
Crewe Advisors LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Aveo Capital Partners, LLC 410.03%0.09%0.24%Q2 2019Q3 20235
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 550.06%0.10%0.13%Q4 2021Q4 20225
Zullo Investment Group, Inc. 550.09%0.13%0.16%Q4 2021Q4 20225
Dynamic Advisor Solutions LLC 410.03%0.04%0.05%Q2 2018Q4 20195
JOHNSON INVESTMENT COUNSEL INC 550.01%0.02%0.06%Q2 2018Q2 20195
WFG Advisors, LP 550.00%0.00%0.01%Q4 2013Q4 20145
Destination Wealth Management 410.00%0.00%0.00%Q1 2018Q2 20195
REGIONS FINANCIAL CORP 410.00%0.00%0.01%Q4 2017Q1 20205
Brio Consultants, LLC 550.10%0.11%0.13%Q3 2022Q3 20235
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 310.00%0.00%0.00%Q4 2019Q3 20235
Ritter Daniher Financial Advisory LLC / DE 410.00%0.00%0.00%Q2 2022Q3 20235
Q3 Asset Management 112.76%6.11%9.57%Q2 2018Q4 20215
Argentus Capital Management, LLC 550.01%0.09%0.16%Q3 2015Q3 20165
Cypress Capital, LLC 553.88%4.33%4.78%Q4 2018Q4 20195
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 550.24%0.32%0.49%Q1 2020Q1 20215
Spinnaker Investment Group, LLC 550.25%0.66%1.94%Q4 2021Q4 20225
American Trust 550.02%0.04%0.05%Q2 2022Q2 20235
Domani Wealth, LLC 550.11%0.19%0.26%Q4 2015Q4 20165
WATERSHED PRIVATE WEALTH LLC 440.63%0.79%0.98%Q4 2022Q3 20234
HB Wealth Management, LLC 220.00%0.01%0.01%Q4 2021Q4 20224
PRING TURNER CAPITAL GROUP INC 442.79%3.19%3.50%Q4 2014Q3 20154
TMFS HOLDINGS LLC 440.05%0.54%1.95%Q4 2015Q3 20164
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.07%0.08%0.10%Q4 2022Q3 20234
Fortis Advisors, LLC 220.00%0.01%0.01%Q1 2017Q3 20234
Pinkerton Retirement Specialists, LLC 441.20%1.72%2.20%Q1 2019Q4 20194
Aurora Investment Managers, LLC. 444.79%5.25%5.61%Q4 2019Q3 20204
Sterling Financial Planning, Inc. 440.03%0.03%0.03%Q4 2020Q3 20214
Diligent Investors, LLC 440.15%0.17%0.17%Q4 2016Q3 20174
Altus Wealth Group LLC 440.23%0.27%0.31%Q4 2022Q3 20234
Edge Wealth Management LLC 440.01%0.01%0.01%Q2 2013Q1 20144
MidWestOne Financial Group, Inc. 220.04%0.09%0.22%Q2 2019Q3 20234
OLD MISSION CAPITAL LLC 210.01%0.01%0.03%Q1 2017Q4 20224
Tempus Wealth Planning, LLC 440.41%0.42%0.43%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.01%0.02%Q4 2022Q3 20234
CITIZENS FINANCIAL GROUP INC/RI 440.00%0.00%0.00%Q1 2019Q4 20194
ASSOCIATED BANC-CORP 440.35%0.41%0.48%Q1 2020Q4 20204
Goodwin Investment Advisory 440.00%0.00%0.01%Q2 2021Q1 20224
Cetera Investment Advisers 440.07%0.07%0.08%Q1 2017Q4 20174
Jordan Park Group LLC 440.19%0.24%0.28%Q2 2019Q1 20204
Peachtree Investment Advisors, Inc. 440.01%0.02%0.02%Q3 2014Q2 20154
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
Pinnacle Family Advisors, LLC 310.25%0.42%0.75%Q3 2017Q4 20194
NATIONAL PLANNING CORP 310.00%0.45%0.61%Q4 2014Q1 20174
Allianz Asset Management GmbH 210.00%0.01%0.01%Q4 2015Q4 20194
MinichMacGregor Wealth Management, LLC 440.00%0.00%0.00%Q4 2015Q3 20164
Homrich & Berg 440.01%0.01%0.02%Q4 2020Q3 20214
EverSource Wealth Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.00%0.00%Q2 2022Q3 20234
Hoese & Co LLP 440.02%0.02%0.02%Q1 2022Q4 20224
Hartford Financial Management Inc. 210.01%0.06%0.12%Q4 2015Q2 20174
COMMERCE BANK 440.00%0.00%0.00%Q3 2021Q2 20224
Y-Intercept (Hong Kong) Ltd 210.03%0.09%0.12%Q1 2021Q2 20234
TimeScale Financial, Inc. 210.00%0.00%0.01%Q2 2019Q4 20214
Golden State Wealth Management, LLC 220.00%0.02%0.08%Q2 2019Q2 20204
Atlas Private Wealth Advisors 440.00%0.00%0.01%Q4 2020Q3 20214
LUTS & GREENLEIGH GROUP, INC 440.47%0.50%0.52%Q4 2022Q3 20234
HRT FINANCIAL LP 210.00%0.03%0.13%Q2 2018Q3 20234
Kades & Cheifetz LLC 440.45%0.48%0.52%Q4 2022Q3 20234
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 440.00%0.00%0.01%Q3 2016Q2 20174
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Pioneer Wealth Management Group 444.88%5.01%5.14%Q4 2022Q3 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
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
CIBC Private Wealth Group, LLC 310.00%0.00%0.00%Q4 2017Q4 20214
Guidant Wealth Advisors 440.02%0.02%0.02%Q4 2018Q3 20194
Virtu Financial LLC 110.04%0.23%0.74%Q4 2014Q1 20184
Legacy Bridge, LLC 440.00%0.00%0.00%Q2 2019Q1 20204
LYELL WEALTH MANAGEMENT, LP 440.04%0.04%0.04%Q4 2021Q3 20224
Running Point Capital Advisors, LLC 440.47%0.56%0.63%Q4 2020Q3 20214
Ameritas Investment Company, LLC 110.00%0.01%0.01%Q1 2019Q1 20214
Spectrum Management Group, LLC 440.01%0.01%0.02%Q4 2019Q3 20204
Grey Fox Wealth Advisors, LLC 440.14%0.30%0.40%Q4 2022Q3 20234
Leading Edge Financial Planning LLC 440.50%0.65%0.81%Q4 2022Q3 20234
Sowa Financial Group, Inc. 440.01%0.01%0.01%Q1 2020Q4 20204
Omnia Family Wealth, LLC 310.10%0.30%0.73%Q4 2016Q1 20184
Aspire Wealth Management Corp 440.13%0.17%0.21%Q3 2022Q2 20234
Savior LLC 440.00%0.00%0.00%Q3 2020Q2 20214
Independence Advisors, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
Rooted Wealth Advisors, Inc. 440.34%0.34%0.34%Q4 2022Q3 20234
D. SCOTT NEAL, INC. 440.01%0.10%0.32%Q1 2017Q4 20174
Life Planning Partners, Inc 440.02%0.02%0.02%Q4 2021Q3 20224
FutureAdvisor, Inc. 440.22%1.45%2.53%Q4 2014Q3 20154
Luken Investment Analytics, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Providence Wealth Advisors, LLC 440.58%0.82%1.06%Q3 2019Q2 20204
Triangle Securities Wealth Management 440.12%0.13%0.14%Q4 2016Q3 20174
Ruedi Wealth Management, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
SHEETS SMITH WEALTH MANAGEMENT 310.00%0.20%0.28%Q1 2013Q3 20234
Sunbelt Securities, Inc. 310.00%0.01%0.03%Q1 2020Q3 20234
Concert Wealth Management Inc. 210.01%0.03%0.04%Q2 2013Q3 20164
Dana Investment Advisors, Inc. 440.02%0.03%0.03%Q2 2022Q1 20234
MYCIO WEALTH PARTNERS, LLC 310.01%0.02%0.03%Q2 2016Q4 20194
THEORY FINANCIAL LLC 310.14%0.18%0.23%Q2 2022Q2 20234
Walleye Trading LLC 440.00%0.00%0.00%Q2 2016Q1 20174
NOMURA ASSET MANAGEMENT CO LTD 440.00%0.00%0.00%Q1 2019Q4 20194
CORRADO ADVISORS, LLC 310.00%0.13%0.20%Q2 2017Q4 20224
Wall Capital Group, Inc. 310.00%0.15%0.24%Q3 2017Q2 20204
PACIFIC CAPITAL WEALTH ADVISORS, INC 440.52%0.76%0.86%Q4 2022Q3 20234
FLOW TRADERS U.S. LLC 110.01%0.04%0.08%Q2 2020Q2 20234
D'Orazio & Associates, Inc. 310.00%0.00%0.01%Q2 2017Q1 20204
Placemark Investments, Inc. 440.04%0.04%0.05%Q1 2014Q4 20144
Forza Wealth Management, LLC 440.38%0.41%0.47%Q4 2022Q3 20234
Financial Advocates Investment Management 310.02%0.29%0.43%Q2 2019Q4 20224
FIRST MANHATTAN CO. LLC. 310.00%0.00%0.00%Q1 2017Q2 20224
Kovack Advisors, Inc. 210.12%0.14%0.18%Q4 2015Q1 20194
IAG Wealth Partners, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
NATIXIS 440.00%0.00%0.00%Q4 2022Q3 20234
Schneider Downs Wealth Management Advisors, LP 330.13%0.16%0.18%Q2 2017Q4 20173
Cape Investment Advisory, Inc. 330.08%0.09%0.10%Q1 2023Q3 20233
Cassady Schiller Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Empower Advisory Group, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Transform Wealth, LLC 330.09%0.15%0.18%Q2 2016Q4 20163
HARVEST GROUP WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
Tarbox Family Office, Inc. 330.00%0.00%0.00%Q2 2019Q4 20193
TAP Consulting, LLC 210.01%0.15%0.23%Q3 2019Q4 20213
HBW ADVISORY SERVICES LLC 110.31%0.45%0.58%Q3 2019Q4 20213
MEANS INVESTMENT CO., INC. 330.09%0.19%0.28%Q1 2022Q3 20223
WestHill Financial Advisors, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
MRA Associates USA LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Visionary Asset Management, Inc. 330.22%0.23%0.24%Q2 2018Q4 20183
Red Door Wealth Management, LLC 210.01%0.02%0.02%Q1 2020Q2 20213
Norway Savings Bank 330.06%0.06%0.06%Q2 2017Q4 20173
Wallington Asset Management, LLC 330.00%0.00%0.01%Q1 2014Q3 20143
Cornerstone Wealth Management, LLC 210.01%0.02%0.04%Q2 2018Q1 20193
Capital Investment Advisors, LLC 330.01%0.01%0.01%Q1 2019Q3 20193
MCIA Inc 333.89%5.46%6.91%Q2 2017Q4 20173
Murphy, Middleton, Hinkle & Parker, Inc. 330.12%0.13%0.13%Q4 2021Q2 20223
Glass Jacobson Investment Advisors llc 210.01%0.01%0.02%Q4 2022Q3 20233
RIA Advisory Group LLC 330.01%0.06%0.10%Q4 2022Q2 20233
Laurel Wealth Planning LLC 330.02%0.02%0.02%Q2 2022Q4 20223
Strategic Wealth Partners, Ltd. 330.01%0.01%0.03%Q1 2019Q3 20193
THOMPSON INVESTMENT MANAGEMENT, INC. 330.01%0.01%0.01%Q1 2023Q3 20233
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 330.03%0.03%0.04%Q4 2018Q2 20193
Almanack Investment Partners, LLC. 330.65%0.69%0.74%Q3 2019Q1 20203
River Wealth Advisors LLC 330.02%0.02%0.02%Q2 2018Q4 20183
CATALYST PRIVATE WEALTH, LLC 210.01%0.18%0.29%Q3 2020Q1 20233
Sage Mountain Advisors LLC 210.00%0.00%0.00%Q4 2021Q3 20233
JFG Wealth Management, LLC 110.00%0.42%0.78%Q4 2018Q3 20223
EATON VANCE MANAGEMENT 210.00%0.00%0.00%Q1 2021Q4 20213
Lowe Wealth Advisors, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
MEEDER ASSET MANAGEMENT INC 330.00%0.00%0.00%Q3 2019Q1 20203
MID CONTINENT CAPITAL LLC/IL 210.01%0.04%0.08%Q2 2014Q2 20153
Realta Investment Advisors 210.00%0.01%0.01%Q2 2019Q4 20223
Waverly Advisors, LLC 330.01%0.01%0.02%Q2 2014Q4 20143
SYM FINANCIAL Corp 110.00%0.00%0.00%Q4 2020Q2 20233
United Asset Strategies, Inc. 330.05%0.05%0.05%Q1 2019Q3 20193
Econ Financial Services Corp 210.18%0.61%1.41%Q4 2018Q4 20223
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2020Q3 20233
WealthPLAN Partners, LLC 210.02%0.02%0.02%Q1 2023Q4 20233
LINCOLN CAPITAL CORP 330.69%1.00%1.30%Q4 2016Q2 20173
Johnson Financial Group, LLC 210.08%0.58%1.18%Q4 2018Q3 20223
Blue Trust, Inc. 210.00%0.00%0.00%Q2 2022Q1 20233
Evercore Wealth Management, LLC 210.00%0.00%0.01%Q4 2015Q3 20163
Wealth Management Solutions, LLC 330.14%0.15%0.15%Q4 2021Q2 20223
EP Wealth Advisors, LLC 210.00%0.03%0.08%Q1 2022Q1 20233
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Strategic Investment Solutions, Inc. /IL 330.00%0.00%0.01%Q1 2023Q3 20233
Eagle Bay Advisors LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Silicon Valley Capital Partners 330.00%0.00%0.00%Q1 2023Q3 20233
Endurance Wealth Management, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
ASSET ADVISORS CORP 330.04%0.04%0.05%Q1 2017Q3 20173
TORONTO DOMINION BANK 330.01%0.02%0.03%Q1 2023Q3 20233
Capital Wealth Planning, LLC 110.02%0.03%0.04%Q2 2017Q3 20213
OPPENHEIMER & CO INC 330.01%0.01%0.01%Q2 2021Q4 20213
Harel Insurance Investments & Financial Services Ltd. 330.00%0.00%0.00%Q1 2017Q3 20173
IMA Wealth, Inc. 331.22%1.34%1.50%Q2 2016Q4 20163
Belpointe Asset Management LLC 210.00%0.01%0.02%Q1 2022Q1 20233
FLC Capital Advisors 330.64%0.64%0.65%Q4 2022Q2 20233
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Advocacy Wealth Management Services, LLC 330.00%0.00%0.00%Q2 2016Q4 20163
OXFORD FINANCIAL GROUP, LTD. LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Halpern Financial, Inc. 210.00%0.02%0.05%Q4 2019Q1 20223
BECKER CAPITAL MANAGEMENT INC 330.04%0.05%0.05%Q1 2023Q3 20233
COMERICA SECURITIES,INC. 110.00%0.04%0.08%Q1 2019Q4 20223
PSI Advisors, LLC 210.00%0.00%0.01%Q4 2019Q4 20213
Yoder Wealth Management, Inc. 330.50%0.55%0.61%Q1 2023Q3 20233
Resolute Advisors LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Root Financial Partners, LLC 330.41%0.51%0.63%Q1 2023Q3 20233
Strata Wealth Advisors, LLC 210.32%0.65%0.98%Q4 2022Q3 20233
Sumitomo Mitsui Trust Holdings, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
ZWJ INVESTMENT COUNSEL INC 330.04%0.04%0.04%Q1 2017Q3 20173
BARCLAYS PLC 210.00%0.00%0.00%Q1 2021Q2 20223
Compass Efficient Model Portfolios, LLC 330.00%0.07%0.19%Q2 2013Q4 20133
Integrated Wealth Concepts LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Shearwater Capital LLC 330.23%0.23%0.25%Q4 2021Q2 20223
GILL CAPITAL PARTNERS, LLC 210.24%0.28%0.32%Q4 2018Q2 20203
Tuttle Capital Management, LLC 210.30%1.29%2.24%Q4 2014Q3 20153
Strategic Financial Concepts, LLC 330.15%0.19%0.22%Q1 2023Q3 20233
RE Dickinson Investment Advisors, LLC 330.00%0.00%0.01%Q4 2021Q2 20223
Ameritas Investment Partners, Inc. 330.00%0.00%0.00%Q1 2020Q3 20203
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Hanson & Doremus Investment Management 210.00%0.00%0.00%Q2 2018Q3 20193
Stokes Family Office, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
CABANA LLC 110.01%0.01%0.02%Q4 2019Q2 20202
GSB Wealth Management, LLC 220.01%0.03%0.06%Q1 2023Q2 20232
First Command Bank 220.00%0.00%0.00%Q1 2021Q2 20212
PIN OAK INVESTMENT ADVISORS INC 110.00%0.00%0.00%Q1 2021Q4 20212
Sterling Global Strategies LLC 220.19%2.13%4.06%Q4 2014Q1 20152
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
TOTAL INVESTMENT MANAGEMENT INC 220.04%0.04%0.04%Q4 2021Q1 20222
Kalos Management, Inc. 220.26%0.39%0.52%Q2 2019Q3 20192
Glassy Mountain Advisors, Inc. 110.01%0.33%0.66%Q4 2022Q3 20232
BOKF, NA 110.00%0.00%0.00%Q4 2022Q3 20232
Arbor Wealth Management, LLC 110.00%0.00%0.00%Q4 2018Q2 20192
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q4 2018Q3 20232
KCM INVESTMENT ADVISORS LLC 110.02%0.06%0.11%Q1 2015Q3 20182
Future Financial Wealth Managment LLC 220.08%0.08%0.08%Q4 2021Q1 20222
TCG Advisors, LP 220.00%0.00%0.00%Q1 2019Q2 20192
American Financial Network Advisory Services LLC 220.02%0.03%0.04%Q3 2017Q4 20172
WealthTrust-Arizona, LLC 220.00%0.00%0.00%Q2 2014Q3 20142
H&H Retirement Design & Management INC 224.88%4.96%5.04%Q1 2020Q2 20202
First Command Financial Services, Inc. 220.00%0.00%0.00%Q1 2021Q2 20212
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 220.15%0.16%0.17%Q4 2016Q1 20172
Modera Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Old North State Trust, LLC 220.02%0.02%0.02%Q1 2019Q2 20192
Financial Gravity Asset Management, Inc. 110.00%0.00%0.00%Q1 2019Q1 20232
New England Capital Financial Advisors LLC 220.02%0.02%0.02%Q4 2022Q1 20232
U.S. Capital Wealth Advisors, LLC 220.01%0.01%0.02%Q4 2022Q1 20232
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q1 2023Q3 20232
Amica Retiree Medical Trust 222.45%2.58%2.71%Q3 2016Q4 20162
HAZLETT, BURT & WATSON, INC. 220.00%0.00%0.00%Q3 2022Q4 20222
Virtu KCG Holdings LLC 110.02%0.02%0.02%Q2 2015Q4 20152
Values Added Financial LLC 220.60%0.63%0.66%Q2 2023Q3 20232
Legacy Capital Wealth Partners, LLC 110.07%0.07%0.07%Q1 2023Q3 20232
Filbrandt Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q2 20212
Stone Asset Management Inc. 220.12%0.13%0.14%Q4 2021Q1 20222
Highland Financial Advisors, LLC 220.18%0.18%0.18%Q2 2022Q3 20222
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
AGRAN LIBBIE 220.06%0.07%0.07%Q1 2016Q2 20162
Wealth Quarterback LLC 110.00%0.02%0.03%Q4 2019Q3 20212
Capital Analysts, LLC 110.00%0.00%0.00%Q4 2020Q3 20232
Slocum, Gordon & Co LLP 220.00%0.00%0.00%Q4 2022Q1 20232
Advanced Asset Management Advisors Inc 220.00%0.00%0.00%Q4 2019Q1 20202
Regal Investment Advisors LLC 110.00%0.01%0.02%Q2 2013Q3 20152
Frank, Rimerman Advisors LLC 220.07%0.07%0.07%Q4 2021Q1 20222
HAYS ADVISORY LLC 226.40%6.68%6.96%Q2 2018Q3 20182
Belvedere Advisors LLC 221.17%1.24%1.32%Q1 2019Q2 20192
Trexquant Investment LP 220.02%0.07%0.12%Q2 2020Q3 20202
Camarda Financial Advisors, LLC 220.02%0.02%0.02%Q1 2019Q2 20192
FLPUTNAM INVESTMENT MANAGEMENT CO 220.06%0.06%0.06%Q3 2017Q4 20172
BREITER CAPITAL MANAGEMENT INC 220.33%0.36%0.38%Q2 2018Q3 20182
Archer Investment Corp 220.00%0.00%0.00%Q2 2023Q3 20232
Kabarec Financial Advisors, Ltd. 220.00%0.01%0.01%Q1 2018Q2 20182
PACIFIC FINANCIAL GROUP INC 110.01%0.68%1.36%Q2 2014Q4 20142
Prospera Financial Services Inc 110.00%0.00%0.01%Q3 2020Q1 20222
Total Clarity Wealth Management, Inc. 110.00%0.01%0.01%Q4 2021Q2 20222
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.01%0.02%Q4 2021Q1 20222
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
AMICA MUTUAL INSURANCE CO 222.44%2.56%2.68%Q3 2016Q4 20162
CALDWELL SUTTER CAPITAL, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Robbins Farley 220.00%0.00%0.00%Q1 2021Q2 20212
Bell Bank 110.02%0.06%0.09%Q4 2022Q2 20232
WFA Asset Management Corp 220.01%0.01%0.01%Q3 2022Q4 20222
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 110.08%0.92%1.76%Q4 2017Q4 20212
HIGHLAND CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2015Q3 20152
Stuart Chaussee & Associates, Inc. 220.28%0.29%0.29%Q2 2019Q3 20192
Savant Capital, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.02%Q4 2022Q3 20232
Waterloo Capital, L.P. 220.06%0.08%0.10%Q1 2023Q2 20232
PEAK6 Group LLC 110.00%0.00%0.00%Q1 2014Q1 20142
Ruggie Capital Group 110.00%0.01%0.01%Q4 2014Q4 20182
Arlington Partners LLC 110.00%0.04%0.08%Q1 2019Q2 20232
VERUS CAPITAL PARTNERS, LLC 220.01%0.02%0.02%Q4 2019Q1 20202
Hoover Financial Advisors, Inc. 220.00%0.00%0.00%Q2 2020Q3 20202
Paradigm, Strategies in Wealth Management, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q1 2014Q4 20152
Fisher Asset Management, LLC 110.00%0.00%0.00%Q4 2020Q3 20232
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 220.36%0.38%0.39%Q1 2020Q2 20202
Moors & Cabot, Inc. 220.04%0.04%0.04%Q4 2016Q1 20172
Bruderman Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Annex Advisory Services, LLC 220.10%0.11%0.13%Q2 2013Q3 20132
Scarborough Advisors, LLC 220.14%0.25%0.36%Q4 2021Q1 20222
NTB Financial Corp 220.14%0.15%0.15%Q4 2021Q1 20222
MOLLER WEALTH PARTNERS 110.19%0.21%0.24%Q4 2015Q3 20162
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20222
ACCESS FINANCIAL SERVICES, INC. 221.73%1.76%1.80%Q1 2017Q2 20172
PEAK6 Investments LLC 110.00%0.00%0.00%Q2 2021Q2 20212
Corient Private Wealth LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Paradigm Financial Advisors, LLC 220.00%0.00%0.00%Q4 2013Q1 20142
Davis Capital Management 222.00%2.10%2.20%Q1 2020Q2 20202
Impact Partnership Wealth, LLC 220.00%0.01%0.01%Q2 2023Q3 20232
Carlson Capital Management 220.05%0.05%0.06%Q2 2018Q3 20182
Rather & Kittrell, Inc. 220.22%0.23%0.24%Q4 2021Q1 20222
Worth Asset Management, LLC 220.03%1.01%1.99%Q1 2022Q2 20222
AMICA PENSION FUND BOARD OF TRUSTEES 222.41%2.55%2.69%Q3 2016Q4 20162
Sterling Investment Advisors, Ltd. 220.00%0.00%0.00%Q1 2022Q2 20222
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q4 2017Q3 20232
Alberta Investment Management Corp 110.04%0.05%0.06%Q4 2021Q3 20222
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Barber Financial Group, Inc. 220.05%0.06%0.07%Q2 2022Q3 20222
Brouwer & Janachowski, LLC 110.02%0.02%0.02%Q1 2014Q2 20152
Kathmere Capital Management, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
XR Securities LLC 220.03%0.07%0.11%Q1 2020Q2 20202
Aprio Wealth Management, LLC 220.98%1.09%1.20%Q4 2019Q1 20202
Crow Point Partners, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Colonial Trust Co / SC 110.00%0.00%0.00%Q2 2023Q2 20231
Gupta Wealth Management LLC 110.04%0.04%0.04%Q1 2016Q1 20161
EXCELSIA, INC. 114.70%4.70%4.70%Q1 2015Q1 20151
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Karp Capital Management Corp 110.00%0.00%0.00%Q4 2018Q4 20181
Personal Wealth Partners 110.00%0.00%0.00%Q3 2019Q3 20191
Financial Enhancement Group LLC 110.00%0.00%0.00%Q1 2020Q1 20201
ZRC WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
TOBIAS FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
GSA CAPITAL PARTNERS LLP 110.04%0.04%0.04%Q1 2023Q1 20231
Vision Capital Management, Inc. 110.13%0.13%0.13%Q2 2020Q2 20201
Schonfeld Strategic Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Strategic Asset Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Rinkey Investments 110.01%0.01%0.01%Q4 2021Q4 20211
Spot Trading L.L.C 110.00%0.00%0.00%Q2 2013Q2 20131
Kovitz Investment Group Partners, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Strategic Capital Alternatives LLC 110.01%0.01%0.01%Q3 2015Q3 20151
TRUE Private Wealth Advisors 110.01%0.01%0.01%Q3 2020Q3 20201
Claybrook Capital, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q3 2021Q3 20211
VANGUARD GROUP INC 110.00%0.00%0.00%Q3 2023Q3 20231
IEQ CAPITAL, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Beck Bode, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Nalls Sherbakoff Group, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Stephens Consulting, LLC 110.06%0.06%0.06%Q3 2022Q3 20221
HawsGoodwin Investment Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Towercrest Capital Management 110.23%0.23%0.23%Q2 2018Q2 20181
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
SVB WEALTH LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Inspire Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Lionsbridge Wealth Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Litman Gregory Wealth Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Equitable Holdings, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Berkshire Money Management, Inc. 110.01%0.01%0.01%Q1 2020Q1 20201
Bell Rock Capital LLC 110.43%0.43%0.43%Q2 2022Q2 20221
tru Independence LLC 110.24%0.24%0.24%Q4 2019Q4 20191
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
State of Alaska, Department of Revenue 110.01%0.01%0.01%Q3 2023Q3 20231
Santori & Peters, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Compass Ion Advisors, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
PRIVATE TRUST CO NA 110.00%0.00%0.00%Q3 2022Q3 20221
FNY Investment Advisers, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Choate Investment Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
ING GROEP NV 110.30%0.30%0.30%Q3 2019Q3 20191
BAROMETER CAPITAL MANAGEMENT INC. 110.20%0.20%0.20%Q4 2015Q4 20151
S.C. Financial Services, Inc. 110.53%0.53%0.53%Q2 2022Q2 20221
SevenBridge Financial Group, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
BRIGHTON JONES LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Reby Advisors, LLC 112.22%2.22%2.22%Q4 2020Q4 20201
Anavon Capital LLP 110.56%0.56%0.56%Q4 2019Q4 20191
Stockman Wealth Management, Inc. 110.12%0.12%0.12%Q1 2018Q1 20181
Veritable, L.P. 110.01%0.01%0.01%Q1 2020Q1 20201
Penserra Capital Management LLC 110.10%0.10%0.10%Q1 2019Q1 20191
Angeles Investment Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Main Street Financial Solutions, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
InterOcean Capital, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Arjuna Capital 110.01%0.01%0.01%Q2 2021Q2 20211
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
GoalVest Advisory LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Financial Advantage, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
Strategic Wealth Partners Group, LLC 110.15%0.15%0.15%Q1 2018Q1 20181
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
STRATEGIC CAPITAL ADVISERS, INC. 110.00%0.00%0.00%Q3 2019Q3 20191
Lansing Street Advisors 110.01%0.01%0.01%Q1 2022Q1 20221
Aries Wealth Management 113.31%3.31%3.31%Q1 2022Q1 20221
MGO ONE SEVEN LLC 110.03%0.03%0.03%Q2 2022Q2 20221
CKW FINANCIAL GROUP 110.00%0.00%0.00%Q2 2021Q2 20211
Hamilton Wealth, LLC 110.33%0.33%0.33%Q4 2021Q4 20211
Main Management LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Rehmann Capital Advisory Group 110.00%0.00%0.00%Q2 2018Q2 20181
Pathway Financial Advisors LLC 110.03%0.03%0.03%Q4 2017Q4 20171
Ceros Financial Services Inc. 110.30%0.30%0.30%Q1 2019Q1 20191
Aurora Private Wealth, Inc. 110.17%0.17%0.17%Q4 2019Q4 20191
Laird Norton Wetherby Wealth Management, LLC 110.05%0.05%0.05%Q3 2019Q3 20191
USA FINANCIAL FORMULAS 110.00%0.00%0.00%Q4 2018Q4 20181
Executive Wealth Management, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
ROPES WEALTH ADVISORS LLC 110.03%0.03%0.03%Q2 2018Q2 20181
Jane Street Holding, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
MIRABELLA FINANCIAL SERVICES LLP 111.54%1.54%1.54%Q2 2020Q2 20201
Quantitative Investment Management, LLC 110.14%0.14%0.14%Q2 2020Q2 20201
CUMBERLAND ADVISORS INC 111.58%1.58%1.58%Q3 2013Q3 20131
Consilium Wealth Advisory, LLC 110.36%0.36%0.36%Q4 2022Q4 20221
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
CHURCHILL MANAGEMENT Corp 110.01%0.01%0.01%Q1 2019Q1 20191
Carlsbad Wealth Advisory Group, Inc. 112.41%2.41%2.41%Q2 2023Q2 20231
Opes Wealth Management LLC 110.18%0.18%0.18%Q4 2022Q4 20221
PRELUDE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Beacon Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Koss-Olinger Consulting, LLC 110.28%0.28%0.28%Q3 2023Q3 20231
B & T Capital Management DBA Alpha Capital Management 112.19%2.19%2.19%Q2 2019Q2 20191
SG Americas Securities, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
GFS Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Vivaldi Capital Management LP 110.36%0.36%0.36%Q3 2023Q3 20231
Crestwood Advisors Group, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Andrew Hill Investment Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Capital Square, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
Genesee Capital Advisors, LLC 111.54%1.54%1.54%Q2 2021Q2 20211
Jefferies Group LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Mirador Capital Partners LP 110.11%0.11%0.11%Q4 2019Q4 20191
Game Plan Financial Advisors, LLC 110.43%0.43%0.43%Q1 2021Q1 20211
3Chopt Investment Partners, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Highland Private Wealth Management 112.29%2.29%2.29%Q4 2015Q4 20151
Indiana Trust & Investment Management CO 110.06%0.06%0.06%Q3 2023Q3 20231
Clarfeld Financial Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
STRINGER ASSET MANAGEMENT, LLC 110.35%0.35%0.35%Q4 2015Q4 20151
AHL INVESTMENT MANAGEMENT, INC. 110.06%0.06%0.06%Q4 2021Q4 20211
HOERTKORN RICHARD CHARLES 110.00%0.00%0.00%Q3 2019Q3 20191
MERITAGE PORTFOLIO MANAGEMENT 110.29%0.29%0.29%Q3 2022Q3 20221
Aberdeen Wealth Management LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
IFG Advisory, LLC 110.12%0.12%0.12%Q3 2022Q3 20221
GODSEY & GIBB, INC 110.03%0.03%0.03%Q4 2022Q4 20221
Inspire Investing, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Carter Financial Group, INC. 111.25%1.25%1.25%Q1 2022Q1 20221
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 110.23%0.23%0.23%Q2 2022Q2 20221
Optiver Holding B.V. 110.00%0.00%0.00%Q4 2021Q4 20211
PCA Investment Advisory Services Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Well Done, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
PATTON FUND MANAGEMENT, INC. 110.29%0.29%0.29%Q4 2022Q4 20221
ADIRONDACK TRUST CO 110.00%0.00%0.00%Q1 2021Q1 20211
Hoxton Financial, Inc. 110.01%0.01%0.01%Q1 2016Q1 20161
Balentine LLC 110.00%0.00%0.00%Q3 2021Q3 20211
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q2 2018Q2 20181
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
Roof Eidam Maycock Peralta, LLC 110.10%0.10%0.10%Q3 2022Q3 20221
Prostatis Group LLC 110.39%0.39%0.39%Q4 2019Q4 20191
JANICZEK WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Measured Wealth Private Client Group, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
ACCURATE INVESTMENT SOLUTIONS, INC. 110.09%0.09%0.09%Q3 2017Q3 20171
Atomi Financial Group, Inc. 110.06%0.06%0.06%Q3 2023Q3 20231
InterOcean Capital Group, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
IBEX WEALTH ADVISORS 110.75%0.75%0.75%Q4 2019Q4 20191
Capital Advisory Group Advisory Services, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Vestpro Financial Partners, Inc. dba CPF Texas 110.00%0.00%0.00%Q3 2018Q3 20181
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.32%0.32%0.32%Q2 2020Q2 20201
Cascade Investment Advisors, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
FDx Advisors, Inc. 110.01%0.01%0.01%Q3 2018Q3 20181
KWMG, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
MBE Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q2 2023Q2 20231
Moss Adams Wealth Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Your Advocates Ltd., LLP 110.00%0.00%0.00%Q3 2023Q3 20231
Bristlecone Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Envestnet Portfolio Solutions, Inc. 110.50%0.50%0.50%Q3 2023Q3 20231
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Weatherstone Capital Management 110.66%0.66%0.66%Q4 2018Q4 20181
Trek Financial, LLC 110.48%0.48%0.48%Q1 2022Q1 20221
Silicon Hills Wealth Management, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
DRW Securities, LLC 110.05%0.05%0.05%Q1 2014Q1 20141
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
One Day In July LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Gordian Capital Singapore Pte Ltd 110.00%0.00%0.00%Q3 2023Q3 20231
NEXT Financial Holdings 110.13%0.13%0.13%Q1 2019Q1 20191
Permit Capital Advisors, LLC 110.73%0.73%0.73%Q1 2022Q1 20221
FORVIS Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q4 2022Q4 20221
Trifecta Capital Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Herold Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
BANYAN CAPITAL MANAGEMENT, INC. 112.33%2.33%2.33%Q4 2018Q4 20181
PACES FERRY WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Clearstead Trust, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
BESSEMER GROUP INC 110.00%0.00%0.00%Q3 2016Q3 20161
CENTAURUS FINANCIAL, INC. 110.15%0.15%0.15%Q1 2022Q1 20221
TFO Wealth Partners, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
BRR OpCo, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
COWA, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Tatro Capital, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
Corbenic Partners LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Seven Springs Wealth Group, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Bridge Advisory, LLC 111.00%1.00%1.00%Q4 2020Q4 20201
Nauset Wealth Management. LLC 110.00%0.00%0.00%Q1 2022Q1 20221
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.00%0.00%0.00%Q2 2013Q2 20131
IFS Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Pacific Center for Financial Services 110.00%0.00%0.00%Q3 2021Q3 20211
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Vista Private Wealth Partners. LLC 110.10%0.10%0.10%Q3 2019Q3 20191
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Global Trust Asset Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Essex Savings Bank 110.00%0.00%0.00%Q4 2018Q4 20181
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Safeguard Financial, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
Capital Bank & Trust Co 110.00%0.00%0.00%Q4 2019Q4 20191
PALLADIUM PARTNERS LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Zions Bancorporation 110.00%0.00%0.00%Q1 2016Q1 20161
EdgeRock Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
LifeGuide Financial Advisors, LLC 110.18%0.18%0.18%Q4 2022Q4 20221
Valued Wealth Advisors LLC 111.37%1.37%1.37%Q4 2023Q4 20231
WEBSTER BANK, N. A. 110.00%0.00%0.00%Q3 2023Q3 20231
Annapolis Financial Services, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
PROFFITT & GOODSON INC 110.02%0.02%0.02%Q2 2020Q2 20201
Creative Capital Management Investments LLC 110.00%0.00%0.00%Q3 2023Q3 20231
IAM Advisory, LLC 111.54%1.54%1.54%Q2 2021Q2 20211
ETFIDEA, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Oak Asset Management, LLC 113.73%3.73%3.73%Q2 2022Q2 20221
WILLIAMS JONES & ASSOCIATES LLC 110.01%0.01%0.01%Q1 2018Q1 20181
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2022Q3 20221
FOUNDERS BANK & TRUST 110.00%0.00%0.00%Q4 2013Q4 20131
TWO SIGMA ADVISERS, LP 110.01%0.01%0.01%Q1 2023Q1 20231
Moran Wealth Management, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
Trust Co 110.10%0.10%0.10%Q4 2017Q4 20171
John W. Brooker & Co., CPAs 110.01%0.01%0.01%Q3 2021Q3 20211
Carnick & Kubik, LLC 110.04%0.04%0.04%Q3 2015Q3 20151
JOYN Advisors, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
Carolina Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Freestone Capital Holdings, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Community Bank, N.A. 110.02%0.02%0.02%Q3 2022Q3 20221
Pinnacle Summer Investments, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Valley Brook Capital Group, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
WIN ADVISORS, INC 110.00%0.00%0.00%Q1 2022Q1 20221
Team Financial Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Freedom Investment Management, Inc. 110.32%0.32%0.32%Q1 2023Q1 20231
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Coyle Financial Counsel LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Financial Connections Group, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Scott & Selber, Inc. 111.89%1.89%1.89%Q4 2016Q4 20161
Corundum Group, Inc. 110.49%0.49%0.49%Q2 2018Q2 20181
CIBC WORLD MARKETS CORP 110.00%0.00%0.00%Q3 2023Q3 20231
Cedar Brook Financial Partners, LLC 110.11%0.11%0.11%Q3 2019Q3 20191
OneAscent Financial Services LLC 110.08%0.08%0.08%Q3 2023Q3 20231
MARSHALL WACE, LLP 110.00%0.00%0.00%Q3 2022Q3 20221
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q1 2022Q1 20221
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Strategic Advocates LLC 110.12%0.12%0.12%Q3 2023Q3 20231
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ROMAN BUTLER FULLERTON & CO 110.14%0.14%0.14%Q4 2022Q4 20221
PrairieView Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
External links

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