SCHWAB STRATEGIC TR shareholder history

Current and past SCHWAB STRATEGIC TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Charles Schwab Investment Advisory, Inc. 42420.61%2.76%7.12%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
Waverly Advisors, LLC 42420.05%0.46%1.75%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
Twele Capital Management, Inc. 42420.07%0.34%1.11%Q2 2013Q3 202342
VISTA CAPITAL PARTNERS, INC. 41410.05%0.32%1.38%Q2 2013Q2 202341
MORGAN STANLEY 3530.00%0.00%0.00%Q1 2014Q3 202338
LPL Financial LLC 3250.00%0.03%0.47%Q2 2013Q3 202337
Bangor Savings Bank 37370.13%0.80%2.21%Q3 2014Q3 202337
ENVESTNET ASSET MANAGEMENT INC 2110.00%0.02%0.07%Q2 2013Q3 202337
ROYAL BANK OF CANADA 3210.00%0.04%0.13%Q2 2013Q3 202337
OPTIMUM INVESTMENT ADVISORS 2970.00%0.09%0.22%Q3 2013Q3 202236
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 36360.16%0.77%1.63%Q4 2014Q3 202336
Capital Directions Investment Advisors, LLC 3120.01%0.01%0.03%Q2 2013Q3 202236
BUCKINGHAM STRATEGIC WEALTH, LLC 36360.05%0.33%1.11%Q4 2014Q3 202336
JUNCTURE WEALTH STRATEGIES, LLC 36360.19%2.54%5.47%Q4 2014Q3 202336
Ifrah Financial Services, Inc. 35350.10%0.67%1.28%Q4 2013Q2 202235
Courage Miller Partners, LLC 34340.09%0.71%1.84%Q1 2015Q2 202334
UBS Group AG 34340.00%0.00%0.00%Q2 2015Q3 202334
WEALTHCARE CAPITAL MANAGEMENT LLC 33330.00%0.11%0.46%Q1 2014Q1 202233
Perigon Wealth Management, LLC 1910.01%0.29%0.68%Q3 2011Q3 202333
Moisand Fitzgerald Tamayo, LLC 32322.12%3.54%5.73%Q4 2015Q3 202332
Creative Planning 1920.00%0.01%0.10%Q3 2014Q3 202332
BlackRock Inc. 32320.00%0.00%0.00%Q4 2015Q3 202332
Raymond James Financial Services Advisors, Inc. 2810.00%0.00%0.02%Q2 2013Q3 202332
Quantum Capital Management, LLC / NJ 32320.51%1.55%2.77%Q4 2014Q3 202232
Sutton Wealth Advisors Inc. 31310.00%0.00%0.00%Q1 2016Q3 202331
JANE STREET GROUP, LLC 1910.00%0.01%0.06%Q2 2014Q3 202331
Cambridge Investment Research Advisors, Inc. 19120.00%0.03%0.14%Q4 2015Q3 202331
Geneos Wealth Management Inc. 31310.00%0.00%0.01%Q1 2016Q3 202331
Cetera Advisors LLC 30300.12%0.22%0.35%Q2 2016Q3 202330
SUSQUEHANNA INTERNATIONAL GROUP, LLP 810.00%0.00%0.01%Q2 2013Q3 202330
BerganKDV Wealth Management, LLC 30303.73%7.31%9.96%Q1 2016Q2 202330
FINANCIAL CONSULATE, INC 17130.19%3.72%9.07%Q4 2014Q3 202330
Pinnacle Advisory Group, Inc. 2320.02%0.79%8.10%Q2 2013Q1 202130
Krilogy Financial LLC 2910.02%0.99%2.81%Q3 2015Q1 202330
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2510.00%0.00%0.00%Q3 2013Q3 202329
Asset Management Group, Inc. 29290.10%0.18%0.27%Q3 2016Q3 202329
Sequoia Financial Advisors, LLC 29290.23%0.71%1.68%Q3 2016Q3 202329
FAS Wealth Partners, Inc. 29290.00%0.17%0.33%Q3 2016Q3 202329
BANK OF MONTREAL /CAN/ 2720.00%0.00%0.01%Q2 2016Q3 202329
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2310.00%0.01%0.03%Q4 2013Q1 202329
IFP Advisors, Inc 1710.00%0.02%0.54%Q4 2015Q3 202329
STEEL GROVE CAPITAL ADVISORS, LLC 28280.04%0.10%0.33%Q2 2015Q1 202228
Advisory Services Network, LLC 2220.00%0.02%0.07%Q4 2015Q1 202328
McAdam, LLC 28280.56%1.33%2.54%Q4 2016Q3 202328
Tortoise Investment Management, LLC 27270.05%0.17%0.51%Q1 2017Q3 202327
Freedom Investment Management, Inc. 27270.32%0.48%0.86%Q1 2017Q3 202327
SignalPoint Asset Management, LLC 27270.36%0.65%1.37%Q1 2017Q3 202327
Citadel Advisors 620.00%0.00%0.00%Q3 2016Q3 202327
Anchor Investment Management, LLC 26260.00%0.00%0.00%Q3 2017Q4 202326
Kingsview Wealth Management, LLC 2060.35%0.58%0.97%Q1 2017Q3 202326
RKL Wealth Management LLC 26260.16%0.66%1.08%Q2 2017Q3 202326
Allworth Financial LP 26260.00%0.01%0.10%Q2 2017Q3 202326
Versant Capital Management, Inc 26260.00%0.10%0.19%Q3 2017Q4 202326
Financial Engines Advisors L.L.C. 25250.00%0.06%0.13%Q3 2017Q3 202325
SALEM INVESTMENT COUNSELORS INC 1870.03%0.10%0.15%Q3 2015Q3 202325
Transamerica Financial Advisors, Inc. 910.00%0.01%0.10%Q2 2013Q3 202325
FAGAN ASSOCIATES, INC. 25250.14%0.27%0.48%Q3 2017Q3 202325
CAPTRUST FINANCIAL ADVISORS 25250.00%0.04%0.25%Q3 2017Q3 202325
BENJAMIN F. EDWARDS & COMPANY, INC. 25250.00%0.03%0.08%Q3 2017Q3 202325
OneDigital Investment Advisors LLC 1690.00%0.02%0.12%Q2 2017Q3 202325
AMERIPRISE FINANCIAL INC 2310.00%0.03%0.07%Q1 2014Q3 202324
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 24240.05%0.32%0.94%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.09%0.73%Q4 2017Q3 202324
JMG Financial Group, Ltd. 24240.02%0.04%0.07%Q4 2017Q3 202324
Successful Portfolios LLC 24240.61%1.04%2.03%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.40%0.58%0.82%Q4 2017Q3 202324
HighTower Advisors, LLC 1340.00%0.00%0.01%Q3 2016Q3 202324
PNC FINANCIAL SERVICES GROUP, INC. 2210.00%0.00%0.00%Q4 2014Q3 202324
Front Row Advisors LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
Live Your Vision, LLC 24240.09%0.54%0.94%Q2 2013Q1 201924
SYNOVUS FINANCIAL CORP 23230.01%0.01%0.02%Q1 2017Q3 202223
Ausdal Financial Partners, Inc. 1940.07%0.26%0.48%Q3 2017Q3 202323
Valmark Advisers, Inc. 23230.01%0.03%0.07%Q1 2018Q3 202323
CITIGROUP INC 2210.00%0.00%0.00%Q1 2017Q3 202323
FormulaFolio Investments, LLC 1580.01%0.20%0.65%Q4 2014Q4 202023
SFMG, LLC 1810.02%0.95%4.68%Q3 2015Q2 202323
COMMONWEALTH EQUITY SERVICES, LLC 2030.00%0.00%0.02%Q4 2017Q3 202323
CreativeOne Wealth, LLC 23230.16%0.46%0.73%Q1 2018Q3 202323
Whitegate Investment Counselors, Inc. 22220.17%0.29%0.48%Q2 2016Q3 202122
SIGNATUREFD, LLC 1010.00%0.00%0.01%Q2 2014Q3 202322
Larson Financial Group LLC 2020.01%0.08%0.36%Q4 2017Q3 202322
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 12100.00%0.02%0.03%Q2 2013Q3 202322
Vision Capital Management, Inc. 22220.07%0.12%0.22%Q1 2018Q2 202322
HARVEST GROUP WEALTH MANAGEMENT, LLC 22221.22%6.05%21.46%Q4 2017Q1 202322
US BANCORP \DE\ 1910.00%0.00%0.00%Q4 2017Q3 202322
CWM, LLC 1110.00%0.01%0.18%Q4 2013Q3 202322
IHT Wealth Management, LLC 22220.02%0.05%0.09%Q2 2018Q3 202322
Financial Management Professionals, Inc. 22220.00%0.00%0.02%Q2 2018Q3 202322
West Coast Financial LLC 22220.12%1.48%3.04%Q2 2018Q3 202322
Roof Eidam Maycock Peralta, LLC 21210.24%1.96%8.57%Q4 2015Q4 202021
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.09%0.50%Q3 2018Q3 202321
MASSMUTUAL TRUST CO FSB/ADV 1610.00%0.11%0.64%Q4 2017Q4 202321
Tradewinds Capital Management, LLC 1010.00%1.63%10.54%Q1 2016Q3 202321
Parallel Advisors, LLC 1140.00%0.00%0.01%Q4 2016Q3 202321
D.B. Root & Company, LLC 21210.26%0.80%1.35%Q3 2018Q3 202321
RHS Financial, LLC 20200.75%2.55%4.70%Q4 2018Q3 202320
SEGALL BRYANT & HAMILL, LLC 1370.01%0.01%0.01%Q3 2018Q3 202320
TRAN CAPITAL MANAGEMENT, L.P. 20200.11%0.19%0.32%Q4 2018Q3 202320
Cardan Capital Partners, LLC 1280.46%1.18%2.51%Q4 2015Q4 202020
IndexIQ Advisors LLC 1730.01%0.34%0.82%Q4 2016Q1 202220
Financial Gravity Asset Management, Inc. 1230.00%0.54%1.40%Q1 2018Q3 202320
American Portfolios Advisors 20200.00%0.02%0.10%Q4 2017Q3 202220
Capital Investment Advisory Services, LLC 20200.00%0.09%0.43%Q4 2018Q3 202320
BLAIR WILLIAM & CO/IL 20200.00%0.00%0.01%Q4 2018Q3 202320
JPMORGAN CHASE & CO 1610.00%0.04%0.12%Q1 2017Q3 202320
Bartlett & Co. LLC 840.00%0.00%0.01%Q2 2013Q4 202320
PrairieView Partners, LLC 19190.08%0.19%0.40%Q1 2019Q3 202319
TSFG, LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
WEALTHSOURCE PARTNERS, LLC 1810.02%0.30%1.62%Q4 2016Q1 202219
FMR LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
STIFEL FINANCIAL CORP 19190.12%0.21%0.30%Q1 2019Q3 202319
Diligent Investors, LLC 19190.12%1.42%2.38%Q1 2019Q3 202319
COMERICA BANK 1810.00%0.00%0.01%Q3 2018Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.00%0.03%0.08%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
LADENBURG THALMANN FINANCIAL SERVICES INC. 19190.00%0.01%0.02%Q2 2015Q4 201919
MCF Advisors LLC 1270.00%0.15%1.09%Q4 2018Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.03%0.14%0.22%Q1 2019Q3 202319
V Wealth Advisors LLC 19190.09%0.24%0.85%Q1 2019Q3 202319
GREAT VALLEY ADVISOR GROUP, INC. 1810.02%0.06%0.53%Q4 2018Q3 202319
Relaxing Retirement Coach 19190.10%2.19%3.95%Q4 2017Q2 202219
Northwest Capital Management Inc 1090.26%3.77%13.82%Q4 2018Q3 202319
STATE STREET CORP 18180.00%0.00%0.01%Q2 2019Q3 202318
D. SCOTT NEAL, INC. 18180.00%0.47%0.98%Q4 2013Q1 201818
FIRST NATIONAL TRUST CO 18180.04%0.32%0.67%Q2 2019Q3 202318
Hanson & Doremus Investment Management 18180.02%0.05%0.09%Q2 2019Q3 202318
Frontier Wealth Management LLC 18180.33%0.86%1.94%Q4 2014Q1 201918
FOSTER & MOTLEY INC 18180.56%1.58%2.02%Q2 2019Q3 202318
BENJAMIN EDWARDS INC 18180.00%0.26%0.94%Q2 2019Q3 202318
Janney Montgomery Scott LLC 18180.01%0.01%0.02%Q2 2019Q3 202318
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 18180.04%0.30%0.56%Q4 2017Q1 202218
GenWealth Group, Inc. 1160.07%0.26%0.86%Q3 2018Q3 202317
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 17170.07%0.19%0.51%Q3 2019Q3 202317
ASSETMARK, INC 910.00%0.09%0.26%Q2 2018Q3 202317
Ridgewood Investments LLC 1110.15%0.26%0.36%Q2 2018Q3 202317
TrinityPoint Wealth, LLC 17170.04%0.45%0.97%Q3 2019Q3 202317
WT Wealth Management 17170.24%1.39%2.44%Q3 2019Q3 202317
Advisory Alpha, LLC 1120.00%0.22%0.49%Q1 2017Q3 202316
Your Advocates Ltd., LLP 16164.02%17.06%25.85%Q4 2019Q3 202316
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 16160.01%0.01%0.01%Q4 2013Q3 201716
Dynamic Advisor Solutions LLC 1420.02%0.07%0.16%Q1 2018Q3 202316
Koshinski Asset Management, Inc. 1310.13%0.19%0.28%Q3 2018Q3 202316
Resonant Capital Advisors, LLC 16161.47%2.32%3.20%Q4 2019Q3 202316
CREATIVE FINANCIAL DESIGNS INC /ADV 1420.00%0.11%0.47%Q1 2017Q3 202316
Savior LLC 16160.00%0.15%1.47%Q4 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.00%0.03%0.09%Q4 2019Q3 202316
Charles Schwab Trust Co 1060.04%1.21%5.24%Q3 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.00%0.02%0.06%Q4 2019Q3 202316
Morningstar Investment Management LLC 1331.59%5.25%12.19%Q2 2019Q3 202316
Avidian Wealth Solutions, LLC 16160.03%1.35%2.19%Q4 2019Q3 202316
Opus Capital Group, LLC 920.06%0.55%1.40%Q3 2018Q3 202316
Vantage Investment Advisors, LLC 1150.00%0.01%0.02%Q4 2013Q3 201816
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 16160.39%0.61%0.85%Q4 2019Q3 202316
ALESCO ADVISORS LLC 16160.02%0.03%0.05%Q4 2019Q3 202316
Parkside Financial Bank & Trust 16160.01%0.02%0.03%Q3 2018Q2 202216
RAYMOND JAMES & ASSOCIATES 16160.00%0.00%0.00%Q4 2019Q3 202316
Rockefeller Capital Management L.P. 15150.00%0.00%0.00%Q2 2019Q4 202215
Greenline Partners, LLC 15150.00%1.01%3.86%Q1 2020Q3 202315
BALLAST ADVISORS LLC 15150.00%0.01%0.01%Q4 2019Q2 202315
HOWE & RUSLING INC 1310.00%0.02%0.03%Q3 2019Q3 202315
MML INVESTORS SERVICES, LLC 15150.01%0.02%0.03%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.02%0.03%Q1 2020Q3 202315
Invst, LLC 15150.11%2.64%7.12%Q2 2017Q4 202015
DEUTSCHE BANK AG\ 15150.00%0.00%0.00%Q1 2018Q3 202115
SYM FINANCIAL Corp 15150.00%0.18%0.37%Q1 2020Q3 202315
GOLDMAN SACHS GROUP INC 710.00%0.01%0.02%Q3 2012Q3 202315
BCS Wealth Management 1410.09%0.15%0.29%Q4 2019Q3 202315
Center for Financial Planning, Inc. 15150.00%0.01%0.03%Q4 2019Q2 202315
HC Advisors, LLC 1412.36%9.80%17.72%Q4 2019Q3 202315
ROWLAND CARMICHAEL ADVISORS INC /ADV 15150.01%0.11%0.27%Q1 2016Q3 201915
Morningstar Investment Services LLC 15150.08%0.20%0.25%Q1 2020Q3 202315
SWS Partners 512.87%4.29%5.48%Q4 2017Q3 202315
Madison Asset Management, LLC 1140.01%0.62%1.88%Q4 2019Q3 202315
Johnson Financial Group, LLC 1410.04%0.08%0.17%Q4 2018Q3 202315
Retirement Group, LLC 1410.10%0.27%0.84%Q4 2019Q3 202315
Peachtree Investment Partners, LLC 1230.02%0.02%0.04%Q4 2019Q3 202315
Diversified Portfolios, Inc. 870.14%0.29%0.46%Q3 2019Q2 202315
NWK Group, Inc. 870.00%0.01%0.04%Q4 2019Q3 202315
FIRST MERCHANTS CORP 14140.05%0.33%0.83%Q3 2019Q4 202214
FLOW TRADERS U.S. LLC 510.04%0.38%2.36%Q3 2018Q3 202314
FRANKLIN RESOURCES INC 14140.01%0.01%0.01%Q2 2020Q3 202314
Almanack Investment Partners, LLC. 14140.04%2.00%12.84%Q4 2018Q1 202214
55I, LLC 14140.70%2.82%6.43%Q4 2018Q1 202214
Sargent Bickham Lagudis LLC 1110.00%0.02%0.04%Q1 2016Q4 202214
JFG Wealth Management, LLC 14140.14%0.19%0.26%Q2 2020Q3 202314
Global Retirement Partners, LLC 770.00%0.03%0.16%Q1 2020Q3 202314
FLC Capital Advisors 1040.14%3.41%8.70%Q4 2018Q2 202314
Steward Partners Investment Advisory, LLC 1130.00%0.00%0.00%Q2 2019Q3 202314
MARK SHEPTOFF FINANCIAL PLANNING, LLC 14140.00%0.00%0.00%Q1 2020Q2 202314
Slow Capital, Inc. 1210.00%0.51%0.95%Q4 2017Q2 202113
HUNTINGTON NATIONAL BANK 1010.00%0.00%0.01%Q1 2020Q3 202313
WFA of San Diego, LLC 1120.02%0.29%0.65%Q2 2020Q3 202313
Focused Wealth Management, Inc 13130.00%0.00%0.00%Q3 2020Q3 202313
NORTHWEST INVESTMENT COUNSELORS, LLC 810.00%0.00%0.00%Q2 2017Q3 202313
AE Wealth Management LLC 1210.00%0.05%0.14%Q4 2019Q1 202313
STERLING INVESTMENT MANAGEMENT, LLC 13132.25%4.46%5.62%Q1 2019Q1 202213
Kestra Advisory Services, LLC 13130.00%0.03%0.13%Q3 2020Q3 202313
Marquette Asset Management, LLC 13130.02%0.04%0.06%Q1 2019Q1 202213
Hendershot Investments Inc. 13130.50%0.63%0.76%Q3 2020Q3 202313
Allen Capital Group, LLC 630.03%0.26%1.33%Q4 2017Q3 202313
TRUST CO OF VERMONT 1210.00%0.00%0.00%Q3 2018Q4 202113
Investors Research Corp 13130.01%0.01%0.02%Q3 2020Q3 202313
Brookstone Capital Management 1010.00%0.01%0.01%Q2 2015Q3 202313
OARSMAN CAPITAL, INC. 13130.10%0.16%0.22%Q4 2014Q4 201713
Beacon Wealthcare, Inc 13131.16%5.57%11.55%Q4 2017Q4 202013
PARK AVENUE SECURITIES LLC 13130.01%0.04%0.10%Q3 2020Q3 202313
Patten Group, Inc. 13130.00%0.01%0.01%Q4 2015Q4 201813
Walkner Condon Financial Advisors LLC 13130.48%1.15%2.82%Q3 2020Q3 202313
Seascape Capital Management 12122.19%3.56%4.75%Q4 2019Q3 202212
MinichMacGregor Wealth Management, LLC 12120.01%0.01%0.02%Q4 2015Q3 201812
MERITAGE PORTFOLIO MANAGEMENT 12120.05%0.11%0.15%Q4 2020Q3 202312
FSB PREMIER WEALTH MANAGEMENT, INC. 12120.12%0.19%0.52%Q4 2020Q3 202312
WNY Asset Management, LLC 12120.16%2.18%13.22%Q4 2020Q3 202312
Independent Advisor Alliance 1110.01%0.03%0.07%Q1 2019Q1 202212
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 12120.08%4.55%12.51%Q1 2016Q4 201812
Strategic Advisors LLC 620.07%0.34%0.45%Q4 2018Q1 202312
Swaine & Leidel Wealth Services, LLC 1010.56%2.02%8.76%Q4 2018Q1 202212
Beacon Wealthcare LLC 12123.79%6.26%9.04%Q1 2021Q4 202312
Advisor Group, Inc. 1010.00%0.00%0.01%Q2 2016Q4 201912
Asset Dedication, LLC 810.00%0.32%1.19%Q4 2015Q3 202312
Tradition Wealth Management, LLC 12120.01%0.15%1.11%Q4 2020Q3 202312
Capital Asset Advisory Services LLC 840.00%0.05%0.13%Q3 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Venture Visionary Partners LLC 12120.06%0.08%0.12%Q4 2020Q3 202312
NEXT Financial Group, Inc 610.01%0.02%0.05%Q3 2014Q4 202112
PRING TURNER CAPITAL GROUP INC 12120.27%5.62%9.00%Q1 2016Q4 201812
Gradient Investments LLC 810.00%0.00%0.00%Q2 2017Q3 202312
Bedel Financial Consulting, Inc. 1110.00%0.00%0.01%Q2 2018Q3 202112
Galvin, Gaustad & Stein, LLC 12120.46%1.20%2.02%Q4 2020Q3 202312
ASSET PLANNING CORPORATION 12120.22%1.19%8.94%Q4 2020Q3 202312
Oakwell Private Wealth Management, LLC 12122.30%3.05%3.68%Q4 2020Q3 202312
HUTCHINSON CAPITAL MANAGEMENT/CA 12120.23%0.28%0.32%Q4 2020Q3 202312
Cascade Investment Advisors, Inc. 710.01%0.03%0.05%Q2 2019Q1 202312
ProVise Management Group, LLC 610.04%0.30%0.59%Q4 2014Q4 202112
ENTERPRISE FINANCIAL SERVICES CORP 12120.00%0.00%0.00%Q1 2019Q4 202112
Gemmer Asset Management LLC 910.00%0.01%0.07%Q2 2016Q1 202211
Mariner, LLC 910.00%0.01%0.02%Q3 2016Q3 202311
Barrett Asset Management, LLC 11110.00%0.02%0.04%Q1 2019Q3 202111
Integrated Wealth Concepts LLC 11110.02%0.06%0.18%Q1 2021Q3 202311
PITTENGER & ANDERSON INC 11110.00%0.00%0.01%Q4 2014Q2 201711
Renaissance Technologies 610.00%0.00%0.01%Q2 2018Q2 202211
Spire Wealth Management 11110.10%0.14%0.19%Q1 2021Q3 202311
DAVENPORT & Co LLC 11110.02%0.06%0.11%Q1 2021Q3 202311
INSIGHT 2811, INC. 11110.12%9.80%27.69%Q4 2020Q2 202311
Johnson Financial Group, Inc. 11110.00%0.01%0.01%Q1 2021Q3 202311
Blueprint Investment Partners LLC 11110.27%1.51%7.04%Q4 2019Q2 202211
Rede Wealth, LLC 11110.11%0.66%1.36%Q4 2020Q2 202311
Genesee Capital Advisors, LLC 510.12%0.20%0.31%Q1 2020Q1 202311
SVA Wealth Management, LLC 11110.06%0.18%0.41%Q2 2018Q4 202011
Sowell Financial Services LLC 820.04%0.08%0.11%Q4 2018Q2 202110
Hudock, Inc. 10100.00%0.08%0.23%Q4 2018Q1 202110
REDW Wealth LLC 820.13%0.17%0.21%Q4 2018Q1 202210
GeoWealth Management, LLC 910.01%0.02%0.10%Q3 2019Q1 202310
HORIZON FINANCIAL SERVICES, LLC 10100.37%0.57%0.78%Q2 2021Q3 202310
MADISON INVESTMENT HOLDINGS INC 10100.39%1.35%2.63%Q2 2017Q3 201910
GPS Wealth Strategies Group, LLC 730.00%0.00%0.00%Q1 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.01%Q1 2021Q3 202310
Act Two Investors LLC 10100.11%0.35%0.56%Q1 2019Q2 202110
Key FInancial Inc 10100.00%0.00%0.00%Q2 2021Q3 202310
Friedenthal Financial 10100.21%0.68%1.88%Q1 2014Q2 201610
Atria Investments, Inc 910.01%0.09%0.22%Q4 2016Q2 201910
Eagle Bay Advisors LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Apriem Advisors 710.00%1.63%4.65%Q3 2013Q2 201810
Disciplined Investments, LLC 10100.01%0.03%0.04%Q4 2019Q1 202210
Intersect Capital LLC 10100.04%0.07%0.10%Q3 2019Q4 202110
Madden Advisory Services, Inc. 710.02%0.03%0.05%Q2 2013Q1 201710
LVW Advisors, LLC 10100.04%0.86%1.72%Q2 2018Q3 202010
Apella Capital, LLC 730.01%0.04%0.06%Q2 2021Q4 202310
StrategIQ Financial Group, LLC 820.06%0.14%0.20%Q3 2016Q2 201910
Zhang Financial LLC 10100.02%0.06%0.08%Q2 2021Q3 202310
MidWestOne Financial Group, Inc. 640.11%0.61%1.35%Q2 2019Q4 202110
Hexagon Capital Partners LLC 910.00%0.00%0.01%Q3 2020Q3 202310
ALBION FINANCIAL GROUP /UT 10100.00%0.00%0.00%Q2 2021Q3 202310
Tower Research Capital LLC (TRC) 710.00%0.00%0.00%Q4 2015Q3 202310
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 990.12%0.18%0.44%Q1 2020Q1 20229
Stearns Financial Services Group 990.00%0.00%0.00%Q3 2018Q3 20209
AMERICAN INTERNATIONAL GROUP, INC. 990.00%0.00%0.00%Q1 2014Q1 20169
COLDSTREAM CAPITAL MANAGEMENT INC 420.03%0.09%0.14%Q1 2021Q3 20239
Evanson Asset Management, LLC 720.02%0.06%0.11%Q4 2020Q3 20239
Archer Investment Corp 990.04%0.05%0.06%Q3 2021Q3 20239
Birchcreek Wealth Management, LLC 990.41%0.55%0.70%Q4 2020Q4 20229
Vista Private Wealth Partners. LLC 510.15%0.20%0.26%Q1 2018Q1 20219
Rice Partnership, LLC 630.00%0.00%0.00%Q2 2021Q3 20239
SIMON QUICK ADVISORS, LLC 810.00%0.02%0.04%Q1 2017Q4 20209
Marshall Financial Group LLC 542.30%2.99%3.78%Q4 2020Q3 20239
SEI INVESTMENTS CO 990.00%0.00%0.00%Q1 2017Q1 20199
Bank of New York Mellon Corp 710.00%0.00%0.00%Q4 2018Q3 20239
Alliance Wealth Management Group 720.41%3.01%4.51%Q1 2016Q3 20189
Hilton Capital Management, LLC 720.00%4.05%6.13%Q4 2018Q3 20239
Vigilant Capital Management, LLC 610.00%0.01%0.03%Q3 2018Q4 20219
Windham Capital Management, LLC 990.05%0.26%1.91%Q2 2020Q2 20229
Cordasco Financial Network 990.00%0.00%0.00%Q2 2020Q2 20229
Pacifica Partners Inc. 990.00%0.00%0.00%Q4 2021Q4 20239
MEEDER ASSET MANAGEMENT INC 990.00%0.00%0.01%Q1 2020Q1 20229
Private Advisor Group, LLC 310.00%0.02%0.03%Q3 2019Q3 20238
MFA WEALTH ADVISORS, LLC 410.02%1.91%4.07%Q4 2017Q1 20218
Lido Advisors, LLC 710.01%0.03%0.11%Q4 2018Q3 20238
TRUSTCORE FINANCIAL SERVICES, LLC 880.01%0.06%0.11%Q2 2019Q1 20218
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q1 2016Q1 20238
Journey Advisory Group, LLC 880.35%0.75%1.12%Q4 2020Q3 20228
HB Wealth Management, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Human Investing LLC 880.01%0.14%0.32%Q4 2018Q3 20208
TWO SIGMA SECURITIES, LLC 110.00%0.01%0.04%Q1 2017Q3 20238
Concord Wealth Partners 880.06%0.85%2.71%Q4 2021Q3 20238
Kathleen S. Wright Associates Inc. 880.03%0.43%0.74%Q4 2021Q3 20238
CAPITAL ONE FINANCIAL CORP 880.06%0.08%0.16%Q1 2020Q4 20218
ATWOOD & PALMER INC 880.01%0.02%0.02%Q3 2015Q2 20178
LifePlan Financial Group, Inc 530.00%0.01%0.02%Q1 2018Q3 20208
Congress Wealth Management LLC / DE / 880.02%0.04%0.06%Q4 2021Q3 20238
ADAMSBROWN WEALTH CONSULTANTS LLC 880.14%0.38%0.88%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.01%0.01%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.00%0.48%1.52%Q3 2021Q3 20238
Secrest Blakey & Associates, LLC 880.42%0.45%0.50%Q4 2017Q3 20198
ETF Store, Inc. 880.18%0.21%0.30%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.04%0.06%0.06%Q4 2021Q3 20238
Optimal Asset Management, Inc. 880.15%0.27%0.40%Q4 2019Q3 20218
MORRIS FINANCIAL CONCEPTS, INC. 880.00%0.00%0.00%Q4 2021Q3 20238
Avion Wealth 510.00%0.00%0.01%Q1 2020Q3 20238
Morton Brown Family Wealth, LLC 884.26%5.13%6.04%Q4 2021Q3 20238
FirstPurpose Wealth LLC 880.16%0.26%0.46%Q4 2021Q3 20238
Financial Architects, Inc 510.00%0.00%0.01%Q3 2013Q1 20188
VSR Financial Services, Inc. 880.03%0.04%0.05%Q2 2014Q1 20168
Barden Capital Management, Inc. 881.71%2.45%3.12%Q4 2021Q3 20238
Beacon Pointe Advisors, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Lenox Wealth Advisors, LLC 620.00%0.00%0.00%Q3 2019Q4 20218
WOLVERINE TRADING, LLC 710.00%0.00%0.01%Q1 2017Q1 20198
McCarthy Grittinger Financial Group, LLC 880.01%0.31%1.99%Q4 2021Q3 20238
WBH ADVISORY INC 430.04%0.53%1.12%Q4 2021Q3 20237
Old North State Trust, LLC 770.01%0.70%1.83%Q4 2019Q2 20217
Rockbridge Investment Management, LCC 770.11%0.16%0.22%Q2 2020Q4 20217
Destination Wealth Management 510.00%0.00%0.01%Q1 2018Q1 20237
Clear Perspectives Financial Planning, LLC 770.00%1.31%5.75%Q4 2020Q2 20227
Atria Wealth Solutions, Inc. 770.01%0.02%0.03%Q1 2022Q3 20237
Stonebridge Capital Advisors LLC 770.00%0.00%0.00%Q1 2022Q3 20237
FLPUTNAM INVESTMENT MANAGEMENT CO 520.01%0.01%0.02%Q2 2021Q3 20237
Cornerstone Wealth Advisors, Inc. 610.61%9.79%12.16%Q1 2021Q3 20237
BSW Wealth Partners 610.10%0.18%0.60%Q2 2017Q4 20227
Farmers & Merchants Trust Co of Long Beach 770.06%0.06%0.09%Q3 2021Q1 20237
UBS ASSET MANAGEMENT AMERICAS INC 610.00%0.00%0.00%Q4 2016Q3 20197
MARYLAND CAPITAL ADVISORS INC. 770.00%0.04%0.10%Q4 2021Q2 20237
JNBA Financial Advisors 510.00%0.00%0.00%Q3 2016Q4 20227
Peak Asset Management, LLC 770.34%0.55%0.71%Q1 2016Q3 20177
CVA Family Office, LLC 770.00%0.01%0.01%Q1 2020Q3 20217
TILIA FIDUCIARY PARTNERS, INC. 770.00%0.00%0.01%Q4 2021Q2 20237
TRUIST FINANCIAL CORP 770.00%0.01%0.01%Q1 2022Q3 20237
WestHill Financial Advisors, Inc. 776.30%6.68%7.16%Q1 2022Q3 20237
EverSource Wealth Advisors, LLC 770.08%0.26%0.51%Q1 2022Q3 20237
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q4 2018Q3 20237
Virtu KCG Holdings LLC 310.01%0.02%0.05%Q3 2014Q2 20177
JONES FINANCIAL COMPANIES LLLP 770.00%0.00%0.00%Q1 2022Q3 20237
Clearstead Advisors, LLC 410.00%0.18%0.64%Q1 2020Q3 20237
SteelPeak Wealth, LLC 770.03%0.30%1.80%Q4 2019Q2 20217
MUFG Americas Holdings Corp 310.00%0.00%0.00%Q2 2014Q3 20227
AJ WEALTH STRATEGIES, LLC 520.10%0.24%0.34%Q4 2016Q4 20197
Qube Research & Technologies Ltd 410.00%0.02%0.12%Q2 2021Q3 20237
Kaizen Financial Strategies 520.93%3.07%4.76%Q4 2020Q3 20237
Empirical Asset Management, LLC 770.21%1.39%2.10%Q4 2021Q2 20237
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 610.01%0.02%0.02%Q4 2019Q3 20237
AXXCESS WEALTH MANAGEMENT, LLC 770.02%0.03%0.05%Q1 2022Q3 20237
Litman Gregory Wealth Management LLC 610.01%0.03%0.08%Q4 2019Q4 20217
Sonora Investment Management, LLC 410.00%0.00%0.01%Q2 2016Q3 20216
Simplicity Solutions, LLC 310.01%0.10%0.18%Q4 2015Q4 20206
Orion Portfolio Solutions, LLC 330.00%0.07%0.15%Q4 2019Q3 20236
West Oak Capital, LLC 660.01%0.01%0.02%Q2 2015Q3 20166
Rise Advisors, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
VALLEY WEALTH MANAGERS, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
Stratos Wealth Advisors, LLC 660.12%0.29%0.89%Q2 2022Q3 20236
Hoover Financial Advisors, Inc. 660.12%0.17%0.27%Q1 2020Q2 20216
Vise Technologies, Inc. 660.34%0.44%0.57%Q2 2022Q3 20236
QCI ASSET MANAGEMENT INC/NY 661.14%1.20%1.25%Q2 2020Q3 20216
Abacus Planning Group, Inc. 660.11%0.14%0.17%Q3 2018Q4 20196
Spectrum Management Group, LLC 660.01%0.03%0.04%Q2 2019Q3 20206
Worth Asset Management, LLC 420.03%0.26%0.64%Q1 2022Q3 20236
Riverwater Partners LLC 660.43%0.86%1.56%Q4 2021Q1 20236
Sound Income Strategies, LLC 410.00%0.00%0.01%Q4 2019Q3 20236
Upper Left Wealth Management, LLC 510.30%1.40%6.56%Q4 2021Q3 20236
RFG Advisory, LLC 210.03%0.06%0.10%Q4 2019Q2 20236
OLD MISSION CAPITAL LLC 110.01%0.03%0.09%Q3 2018Q2 20236
Jacobi Capital Management LLC 660.00%0.00%0.00%Q2 2020Q3 20216
LBMC INVESTMENT ADVISORS, LLC 660.02%0.02%0.03%Q2 2022Q3 20236
Pathway Financial Advisors LLC 660.07%0.09%0.13%Q3 2018Q4 20196
HRT FINANCIAL LP 510.00%0.02%0.04%Q1 2022Q3 20236
LEAVELL INVESTMENT MANAGEMENT, INC. 330.03%0.89%3.27%Q4 2012Q3 20236
Csenge Advisory Group 660.09%0.11%0.14%Q2 2022Q3 20236
Patriot Financial Group Insurance Agency, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
PRUDENTIAL FINANCIAL INC 220.00%0.00%0.00%Q1 2020Q3 20236
Kernodle & Katon Asset Management Group, LLC 661.40%2.43%3.72%Q4 2015Q1 20176
LIBRA WEALTH LLC 660.36%6.34%11.56%Q2 2022Q3 20236
AlphaCore Capital LLC 510.00%0.00%0.01%Q4 2019Q3 20236
LAKE STREET ADVISORS GROUP, LLC 660.94%1.19%1.49%Q2 2022Q3 20236
Bogart Wealth, LLC 330.00%0.01%0.02%Q1 2020Q3 20236
FC Advisory LLC 660.13%0.16%0.18%Q3 2022Q4 20236
Baird Financial Group, Inc. 510.00%0.01%0.01%Q2 2021Q3 20236
Moloney Securities Asset Management, LLC 660.07%0.08%0.12%Q4 2018Q1 20206
Manhattan West Asset Management, LLC 660.61%0.65%0.72%Q2 2022Q3 20236
AT Bancorp 660.61%0.75%0.88%Q4 2017Q1 20196
Passive Capital Management, LLC. 661.64%2.09%2.44%Q4 2021Q1 20236
Ancora Advisors LLC 550.00%0.00%0.01%Q3 2021Q3 20225
Tennessee Valley Asset Management Partners 550.25%0.27%0.30%Q3 2022Q3 20235
Bison Wealth, LLC 550.00%0.00%0.00%Q3 2020Q3 20215
First Allied Advisory Services, Inc. 210.00%0.03%0.05%Q2 2015Q3 20195
Kathmere Capital Management, LLC 550.03%1.15%3.09%Q4 2019Q4 20205
Cetera Advisor Networks LLC 410.00%0.00%0.01%Q2 2020Q3 20235
Beaird Harris Wealth Management, LLC 410.00%0.01%0.01%Q4 2021Q1 20235
Lindbrook Capital, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Range Financial Group LLC 550.27%0.33%0.36%Q1 2021Q1 20225
Spectrum Asset Management, Inc. (NB/CA) 550.12%0.97%4.18%Q3 2022Q3 20235
MSI Financial Services Inc 550.00%0.00%0.00%Q4 2015Q4 20165
Stratos Wealth Partners, LTD. 310.00%0.02%0.03%Q3 2016Q3 20235
Tidal Investments LLC 310.32%2.45%9.80%Q3 2020Q3 20235
Sigma Planning Corp 410.01%0.02%0.06%Q2 2020Q3 20235
Integrated Advisors Network LLC 550.01%0.02%0.03%Q1 2021Q1 20225
PAX Financial Group, LLC 550.65%0.82%0.98%Q3 2022Q3 20235
Inspire Advisors, LLC 550.59%0.92%1.12%Q3 2022Q3 20235
Eudaimonia Partners, LLC 550.01%0.14%0.21%Q1 2020Q1 20215
Savant Capital, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
PACIFIC CAPITAL WEALTH ADVISORS, INC 550.12%0.15%0.20%Q2 2021Q2 20225
Stonehearth Capital Management, LLC 550.12%0.20%0.27%Q4 2020Q4 20215
Realta Investment Advisors 210.00%0.00%0.00%Q2 2019Q3 20235
Bond & Devick Financial Network, Inc. 550.19%0.22%0.29%Q4 2020Q4 20215
WASHBURN CAPITAL MANAGEMENT, INC. 551.91%2.25%2.51%Q1 2020Q1 20215
PIERSHALE FINANCIAL GROUP, INC. 310.00%2.73%13.19%Q4 2014Q4 20185
CBIZ Investment Advisory Services, LLC 550.00%0.01%0.01%Q4 2019Q4 20205
Ellevest, Inc. 210.00%0.00%0.01%Q3 2019Q4 20225
PRIVATE TRUST CO NA 550.00%0.05%0.14%Q3 2022Q3 20235
People's United Financial, Inc. 550.00%0.00%0.01%Q2 2016Q2 20175
Donoghue Forlines LLC 411.20%1.69%2.14%Q1 2022Q3 20235
SVB Investment Services Inc. 550.07%0.13%0.18%Q4 2019Q4 20205
WASHINGTON TRUST BANK 550.01%0.01%0.01%Q3 2014Q3 20155
TOMPKINS FINANCIAL CORP 550.01%0.01%0.01%Q1 2019Q1 20205
Sandy Spring Bank 410.00%0.00%0.00%Q4 2019Q3 20235
ICA Group Wealth Management, LLC 550.01%0.09%0.15%Q2 2022Q2 20235
Danda Trouve Investment Management, Inc. 550.00%0.00%0.00%Q4 2019Q4 20205
True Link Financial Advisors, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
AlphaStar Capital Management, LLC 440.94%1.49%1.83%Q4 2022Q3 20234
Virtu Financial LLC 210.02%0.05%0.11%Q3 2017Q2 20194
Kades & Cheifetz LLC 440.18%0.23%0.32%Q4 2022Q3 20234
Providence Capital Advisors, LLC 310.00%0.00%0.01%Q4 2020Q1 20224
RGT Wealth Advisors, LLC 440.00%0.03%0.07%Q4 2021Q3 20224
Addison Advisors LLC 440.00%0.05%0.22%Q4 2022Q3 20234
Bouchey Financial Group Ltd 441.28%1.47%1.63%Q4 2022Q3 20234
Empirical Finance, LLC 210.47%0.99%1.96%Q1 2018Q2 20204
THRIVENT FINANCIAL FOR LUTHERANS 220.00%0.02%0.04%Q3 2022Q3 20234
First Capital Advisors Group, LLC. 440.00%0.00%0.00%Q3 2022Q2 20234
Global Wealth Strategies & Associates 440.00%0.00%0.00%Q1 2023Q4 20234
LIBERTY WEALTH MANAGEMENT LLC 210.00%0.32%1.24%Q1 2020Q1 20234
MONECO Advisors, LLC 440.10%0.16%0.23%Q1 2021Q4 20214
SRS Capital Advisors, Inc. 210.00%0.00%0.00%Q4 2021Q3 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Homrich & Berg 440.03%0.04%0.05%Q4 2020Q3 20214
Aptus Capital Advisors, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
Bluefin Trading, LLC 310.02%0.12%0.26%Q3 2013Q2 20154
BUCKINGHAM STRATEGIC PARTNERS, LLC 440.03%0.04%0.04%Q4 2022Q3 20234
Valeo Financial Advisors, LLC 440.00%0.00%0.00%Q2 2020Q1 20214
Family Investment Center, Inc. 440.19%0.22%0.23%Q4 2022Q3 20234
Peachtree Investment Advisors, Inc. 440.00%0.00%0.01%Q3 2014Q2 20154
HERITAGE WEALTH MANAGEMENT, LLC 440.01%0.04%0.08%Q1 2022Q4 20224
Cetera Investment Advisers 440.01%0.01%0.01%Q4 2022Q3 20234
Redhawk Wealth Advisors, Inc. 310.17%0.82%2.51%Q4 2018Q1 20204
Carroll Financial Associates, Inc. 440.01%0.03%0.04%Q1 2020Q4 20204
MONTAG A & ASSOCIATES INC 440.00%0.00%0.00%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.01%0.02%0.06%Q4 2022Q3 20234
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2020Q3 20234
St. Johns Investment Management Company, LLC 440.22%0.23%0.25%Q4 2016Q3 20174
Farther Finance Advisors, LLC 440.04%0.08%0.14%Q4 2022Q3 20234
Arlington Partners LLC 310.00%0.01%0.01%Q4 2021Q2 20234
Acropolis Investment Management, LLC 440.01%0.04%0.04%Q4 2022Q3 20234
Commonwealth Equity Services, Inc 220.00%0.01%0.02%Q2 2014Q3 20174
IEQ CAPITAL, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.01%0.01%0.02%Q4 2022Q3 20234
Brinker Capital Investments, LLC 440.09%0.18%0.24%Q1 2022Q4 20224
LINCOLN NATIONAL CORP 440.01%0.01%0.02%Q4 2022Q3 20234
Baystate Wealth Management LLC 310.00%0.00%0.00%Q4 2018Q3 20234
ABSOLUTE CAPITAL MANAGEMENT, LLC 440.27%0.50%0.64%Q4 2022Q3 20234
Altiora Financial Group, LLC 441.80%3.15%3.70%Q4 2022Q3 20234
MERIDIAN MANAGEMENT CO 441.85%1.93%2.05%Q4 2022Q3 20234
AlphaQ Advisors LLC 440.16%0.18%0.20%Q4 2022Q3 20234
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Columbus Macro, LLC 440.06%0.08%0.13%Q1 2019Q4 20194
Simplicity Wealth,LLC 440.38%0.50%0.63%Q4 2021Q3 20224
Clean Yield Group 220.00%0.00%0.00%Q3 2020Q3 20214
Certified Advisory Corp 310.00%0.01%0.01%Q4 2019Q1 20214
CGN Advisors LLC 440.60%0.61%0.63%Q4 2022Q3 20234
Buckingham Capital Management, Inc. 440.53%0.80%0.91%Q2 2019Q1 20204
PIN OAK INVESTMENT ADVISORS INC 440.01%0.01%0.01%Q4 2022Q3 20234
Compass Ion Advisors, LLC 440.18%0.28%0.38%Q4 2019Q3 20204
Wagner Wealth Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
AMERICAN NATIONAL BANK 440.00%0.00%0.00%Q4 2021Q3 20224
Foster Group, Inc. 440.06%0.07%0.08%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Capital Wealth Planning, LLC 310.05%0.10%0.16%Q2 2017Q1 20204
Day & Ennis, LLC 440.17%0.35%0.62%Q4 2022Q3 20234
ACCESS FINANCIAL SERVICES, INC. 310.19%14.09%20.19%Q4 2016Q3 20184
HAZLETT, BURT & WATSON, INC. 210.00%0.01%0.01%Q1 2022Q2 20234
TCI Wealth Advisors, Inc. 210.00%0.01%0.03%Q2 2017Q3 20234
WINTRUST INVESTMENTS LLC 440.02%0.04%0.05%Q4 2022Q3 20234
Family Asset Management, LLC 440.03%0.10%0.24%Q4 2022Q3 20234
Delta Investment Management, LLC 310.06%0.10%0.13%Q2 2021Q1 20234
MYECFO, LLC 442.72%2.88%3.06%Q4 2022Q3 20234
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 440.19%0.22%0.25%Q2 2022Q1 20234
Asio Capital, LLC 440.52%0.81%1.01%Q4 2022Q3 20234
WHITTIER TRUST CO OF NEVADA INC 440.00%0.00%0.00%Q4 2022Q3 20234
Hilltop Partners LLC 331.37%3.06%6.35%Q1 2023Q3 20233
Laurel Wealth Advisors, Inc. 210.02%0.39%0.74%Q4 2019Q4 20213
Legacy Capital Partners, Inc. 330.13%0.15%0.18%Q1 2019Q3 20193
REILLY FINANCIAL ADVISORS, LLC 210.00%0.00%0.00%Q3 2018Q4 20213
BRIGHTON JONES LLC 330.01%0.01%0.01%Q3 2021Q1 20223
Fiduciary Trust Co International of Pennsylvania 210.40%0.53%0.72%Q2 2019Q1 20203
Crosspoint Capital Strategies, LLC 330.01%0.01%0.02%Q1 2015Q3 20153
Tuttle Capital Management, LLC 330.74%1.42%2.16%Q3 2014Q1 20153
Norway Savings Bank 330.05%0.05%0.06%Q2 2017Q4 20173
Allegis Investment Advisors, LLC 330.11%0.12%0.12%Q4 2016Q2 20173
D.A. DAVIDSON & CO. 330.00%0.00%0.00%Q1 2014Q3 20143
Filbrandt Wealth Management, LLC 110.00%0.02%0.03%Q1 2020Q2 20213
AdvicePeriod, LLC 330.02%0.03%0.03%Q2 2019Q4 20193
Financial Advocates Investment Management 330.12%0.17%0.19%Q3 2022Q1 20233
TrueWealth Advisors, LLC 330.16%0.92%1.97%Q4 2020Q2 20213
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.00%Q4 2019Q2 20203
TCF National Bank 330.10%0.12%0.13%Q3 2020Q1 20213
Mendel Capital Management LLC 330.35%0.81%1.12%Q1 2023Q3 20233
VitalStone Financial, LLC 330.00%0.01%0.01%Q4 2022Q2 20233
Tri-Star Advisors Inc. 330.24%0.24%0.25%Q2 2022Q4 20223
Novak Financial Planning, LLC 330.32%0.35%0.39%Q4 2020Q2 20213
Cable Hill Partners, LLC 330.08%0.15%0.27%Q4 2018Q2 20193
Castleview Partners, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Arkadios Wealth Advisors 330.00%0.00%0.00%Q1 2021Q3 20213
Silicon Valley Capital Partners 330.00%0.00%0.00%Q1 2023Q3 20233
Stokes Family Office, LLC 330.77%1.06%1.26%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.01%0.01%0.01%Q4 2022Q3 20233
MRA Associates USA LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Concert Wealth Management Inc. 210.02%0.07%0.13%Q3 2015Q3 20163
VOYA INVESTMENT MANAGEMENT LLC 330.05%0.05%0.05%Q3 2018Q1 20193
Towerpoint Wealth, LLC 330.19%0.22%0.26%Q2 2020Q4 20203
Knowledge Leaders Capital, LLC 211.68%4.90%11.21%Q2 2016Q4 20193
Financial Gravity Companies, Inc. 211.12%1.18%1.23%Q4 2017Q4 20183
SILVERLAKE WEALTH MANAGEMENT LLC 330.27%0.30%0.36%Q1 2022Q3 20223
Milestone Investment Advisors LLC 330.15%0.19%0.22%Q1 2023Q3 20233
Fiduciary Alliance LLC 330.23%0.29%0.37%Q4 2022Q2 20233
MONROE BANK & TRUST/MI 330.39%8.89%22.64%Q4 2018Q2 20193
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
North Ridge Wealth Advisors, Inc. 331.06%1.22%1.36%Q1 2023Q3 20233
Kabarec Financial Advisors, Ltd. 330.01%0.01%0.02%Q4 2017Q2 20183
DRW Securities, LLC 110.01%0.08%0.18%Q2 2014Q4 20193
Glassman Wealth Services 210.00%0.00%0.01%Q3 2021Q1 20233
H&H Retirement Design & Management INC 330.51%1.26%1.76%Q2 2022Q4 20223
Noble Family Wealth, LLC 330.21%0.23%0.25%Q1 2023Q3 20233
Horan Securities, Inc. 330.00%0.00%0.00%Q4 2020Q2 20213
Bridge Advisory, LLC 330.23%0.30%0.44%Q2 2022Q4 20223
Financial & Tax Architects, LLC 210.64%0.78%0.87%Q3 2021Q2 20233
UBS AG 210.00%0.00%0.00%Q2 2013Q1 20143
Betterment LLC 330.00%0.00%0.00%Q1 2023Q3 20233
QUADRANT CAPITAL GROUP LLC 210.00%0.00%0.01%Q4 2020Q3 20223
Trek Financial, LLC 330.08%0.91%2.04%Q4 2018Q2 20193
Newbridge Financial Services Group, Inc. 330.00%0.00%0.00%Q3 2020Q1 20213
Total Clarity Wealth Management, Inc. 210.00%0.02%0.06%Q3 2021Q2 20223
Garde Capital, Inc. 330.04%0.05%0.07%Q4 2017Q2 20183
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q4 2018Q3 20223
BARCLAYS PLC 210.00%0.00%0.00%Q2 2021Q2 20223
Wealthcare Advisory Partners LLC 210.00%0.00%0.01%Q4 2019Q1 20213
USAdvisors Wealth Management, LLC 331.59%12.14%33.20%Q2 2019Q4 20193
WEST PACES ADVISORS INC. 210.00%0.00%0.01%Q2 2021Q3 20223
Acorn Wealth Advisors, LLC 330.11%0.12%0.12%Q4 2017Q2 20183
Ameritas Investment Partners, Inc. 330.00%0.00%0.01%Q1 2020Q3 20203
Leading Edge Financial Planning LLC 330.13%0.17%0.20%Q4 2022Q2 20233
WHITTIER TRUST CO 210.00%0.00%0.00%Q1 2019Q4 20193
Sierra Capital LLC 210.02%0.03%0.04%Q4 2021Q3 20223
WealthCare Investment Partners, LLC 330.47%1.23%1.70%Q1 2023Q3 20233
ATTICUS WEALTH MANAGEMENT, LLC 330.07%0.08%0.08%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.02%0.05%0.07%Q3 2022Q3 20233
Ameritas Investment Company, LLC 110.01%0.01%0.01%Q3 2019Q1 20213
BESSEMER GROUP INC 110.00%0.00%0.00%Q1 2019Q3 20223
Beacon Capital Management, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Joseph P. Lucia & Associates, LLC 220.01%0.01%0.01%Q2 2019Q3 20192
Crewe Advisors LLC 220.00%0.00%0.00%Q1 2023Q2 20232
KilterHowling LLC 113.86%9.55%15.25%Q4 2021Q4 20222
Capital Advisory Group Advisory Services, LLC 220.01%0.01%0.02%Q4 2019Q1 20202
WASHINGTON TRUST Co 220.00%0.00%0.00%Q1 2022Q2 20222
Accurate Wealth Management, LLC 220.02%0.06%0.09%Q3 2022Q4 20222
Hedeker Wealth, LLC 221.52%2.04%2.55%Q2 2020Q3 20202
InterOcean Capital Group, LLC 110.01%0.01%0.02%Q2 2022Q1 20232
LBA Wealth Management, LLC 220.00%0.01%0.01%Q1 2015Q2 20152
Sullivan, Bruyette, Speros & Blaney, LLC 220.01%0.02%0.03%Q3 2019Q4 20192
DUBUQUE BANK & TRUST CO 220.04%0.04%0.04%Q4 2020Q1 20212
WOLFF WIESE MAGANA LLC 220.00%0.01%0.01%Q2 2023Q3 20232
Argentus Capital Management, LLC 110.02%0.06%0.10%Q3 2015Q3 20162
Second Half Financial Partners, LLC 220.67%0.67%0.67%Q1 2022Q2 20222
Regal Investment Advisors LLC 220.00%0.06%0.11%Q2 2013Q3 20132
Wellspring Financial Advisors, LLC 220.23%0.24%0.25%Q4 2022Q1 20232
Vishria Bird Financial Group, LLC 221.14%1.55%1.97%Q3 2019Q4 20192
ANDREWS, LUCIA WEALTH MANAGEMENT LLC 220.20%0.21%0.21%Q2 2023Q3 20232
Strategic Wealth Partners, Ltd. 220.00%0.00%0.00%Q2 2019Q3 20192
MGO ONE SEVEN LLC 110.01%0.02%0.03%Q4 2018Q2 20212
Ford Financial Group, LLC 220.09%0.10%0.10%Q3 2022Q4 20222
ST GERMAIN D J CO INC 220.00%0.00%0.00%Q3 2023Q4 20232
Prospera Financial Services Inc 220.00%0.00%0.01%Q1 2022Q2 20222
Miracle Mile Advisors, LLC 220.04%0.04%0.04%Q4 2022Q1 20232
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
WealthPLAN Partners, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Mendota Financial Group, LLC 220.01%0.27%0.53%Q2 2023Q3 20232
Camarda Financial Advisors, LLC 220.02%0.02%0.02%Q1 2019Q2 20192
Field & Main Bank 220.00%0.00%0.00%Q4 2022Q1 20232
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Autus Asset Management, LLC 220.17%0.19%0.21%Q2 2013Q3 20132
Trutina Financial LLC 110.02%0.03%0.03%Q3 2013Q1 20142
Lehman & Derafelo Financial Resources LLC 220.00%0.00%0.00%Q4 2018Q1 20192
UMB Bank, n.a. 220.00%0.00%0.00%Q2 2023Q3 20232
Triumph Capital Management 220.16%0.17%0.18%Q3 2021Q4 20212
Headlands Technologies LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Main Street Financial Solutions, LLC 110.05%0.08%0.12%Q2 2022Q4 20222
Towercrest Capital Management 221.94%1.99%2.04%Q2 2018Q3 20182
Paragon Capital Management LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Penserra Capital Management LLC 110.00%0.00%0.01%Q2 2019Q1 20202
ACCURATE INVESTMENT SOLUTIONS, INC. 110.00%0.06%0.13%Q4 2015Q3 20162
Empowered Funds, LLC 110.14%0.93%1.72%Q2 2020Q2 20232
ORG Partners LLC 220.08%0.10%0.13%Q2 2023Q3 20232
Wealthsimple US, Ltd. 222.44%2.46%2.48%Q1 2020Q2 20202
HCR Wealth Advisors 220.00%0.00%0.00%Q4 2019Q1 20202
PROVENCE WEALTH MANAGEMENT GROUP 220.12%0.26%0.39%Q2 2023Q3 20232
Diversified Investment Strategies, LLC 220.28%0.29%0.29%Q1 2017Q2 20172
Inspire Investing, LLC 220.36%0.36%0.36%Q3 2022Q4 20222
tru Independence LLC 110.97%1.30%1.63%Q4 2019Q3 20202
COMMERCE BANK 220.01%0.01%0.01%Q2 2023Q3 20232
Fortis Capital Advisors, LLC 220.09%0.18%0.26%Q4 2022Q1 20232
WESBANCO BANK INC 220.01%0.01%0.01%Q3 2021Q4 20212
FLAGSHIP HARBOR ADVISORS, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2022Q3 20222
ADVOCATE GROUP LLC 220.27%0.29%0.31%Q2 2023Q3 20232
Equitable Holdings, Inc. 220.03%0.03%0.03%Q3 2022Q4 20222
Manchester Capital Management LLC 110.00%0.00%0.00%Q2 2014Q2 20202
Belpointe Asset Management LLC 220.01%0.02%0.03%Q4 2022Q1 20232
SVB WEALTH LLC 220.00%0.00%0.00%Q4 2021Q1 20222
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 229.62%10.03%10.43%Q2 2019Q3 20192
Kalos Management, Inc. 220.15%0.16%0.17%Q2 2019Q3 20192
Antonetti Capital Management LLC 110.02%0.02%0.02%Q2 2010Q3 20212
Intelligence Driven Advisers, LLC 222.34%2.43%2.52%Q2 2023Q3 20232
Armbruster Capital Management, Inc. 220.00%0.00%0.00%Q3 2016Q4 20162
Santori & Peters, Inc. 220.22%0.25%0.28%Q4 2017Q1 20182
Private Capital Group, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
LOCKERMAN FINANCIAL GROUP, INC. 220.69%0.71%0.73%Q2 2023Q3 20232
KINGS POINT CAPITAL MANAGEMENT 220.00%0.00%0.00%Q4 2021Q1 20222
GHP Investment Advisors, Inc. 110.00%0.00%0.01%Q2 2022Q4 20222
JFS WEALTH ADVISORS, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Bristlecone Advisors, LLC 220.01%0.02%0.02%Q1 2023Q2 20232
Lake Point Wealth Management 220.00%0.00%0.00%Q1 2019Q2 20192
Financial Advantage, Inc. 110.00%0.01%0.02%Q3 2019Q2 20202
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Lansing Street Advisors 220.01%0.01%0.02%Q1 2022Q2 20222
New England Capital Financial Advisors LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Blue Sky Asset Management, LLC 110.97%2.81%4.64%Q2 2017Q1 20202
Balboa Wealth Partners 220.16%0.17%0.18%Q1 2023Q2 20232
RDA Financial Network 220.12%0.14%0.16%Q2 2022Q3 20222
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 220.03%0.04%0.04%Q1 2018Q2 20182
Burt Wealth Advisors 220.02%0.02%0.02%Q3 2020Q4 20202
QUANTUM CAPITAL MANAGEMENT 220.05%0.06%0.06%Q2 2013Q3 20132
C M BIDWELL & ASSOCIATES LTD 110.00%0.02%0.04%Q4 2017Q1 20212
Rosenberg Matthew Hamilton 220.00%0.00%0.00%Q2 2023Q3 20232
Sage Mountain Advisors LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Fisher Asset Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Dorsey & Whitney Trust CO LLC 220.03%0.03%0.03%Q4 2020Q1 20212
SENTINEL PENSION ADVISORS INC 220.44%0.47%0.49%Q2 2023Q3 20232
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Atlas Private Wealth Advisors 220.00%0.00%0.00%Q4 2020Q1 20212
Blue Trust, Inc. 110.00%0.00%0.00%Q3 2022Q1 20232
EP Wealth Advisors, LLC 110.00%0.01%0.01%Q1 2023Q3 20232
Vident Investment Advisory, LLC 220.07%0.21%0.36%Q1 2023Q2 20232
FIDUCIARY TRUST CO 220.01%0.01%0.02%Q4 2021Q1 20222
25 LLC 220.02%0.03%0.03%Q1 2023Q2 20232
Western Wealth Management, LLC 110.02%0.03%0.03%Q3 2022Q1 20232
Carnegie Capital Asset Management, LLC 220.01%0.02%0.02%Q3 2019Q4 20192
Stegent Equity Advisors, Inc. 220.76%0.80%0.84%Q2 2022Q3 20222
HM PAYSON & CO 110.00%0.00%0.00%Q1 2021Q1 20211
Oakworth Capital, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Hoxton Financial, Inc. 110.02%0.02%0.02%Q1 2016Q1 20161
Dakota Wealth Management 110.03%0.03%0.03%Q3 2023Q3 20231
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Arete Wealth Advisors, LLC 110.12%0.12%0.12%Q4 2018Q4 20181
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
Clearview Wealth Advisors LLC 110.44%0.44%0.44%Q4 2020Q4 20201
Reby Advisors, LLC 113.42%3.42%3.42%Q4 2020Q4 20201
Great Diamond Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.03%0.03%0.03%Q3 2019Q3 20191
M Holdings Securities, Inc. 110.02%0.02%0.02%Q1 2023Q1 20231
BRINKER CAPITAL INC 110.15%0.15%0.15%Q4 2018Q4 20181
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
CAPITAL ONE, NATIONAL ASSOCIATION 110.05%0.05%0.05%Q4 2019Q4 20191
Laidlaw Wealth Management LLC 110.46%0.46%0.46%Q4 2020Q4 20201
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Cerity Partners LLC 110.00%0.00%0.00%Q3 2022Q3 20221
RE Dickinson Investment Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Summit Wealth Group, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
Sonoma Private Wealth LLC 110.41%0.41%0.41%Q1 2023Q1 20231
Truepoint, Inc. 110.05%0.05%0.05%Q3 2022Q3 20221
Lowe Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
EA Series Trust 110.14%0.14%0.14%Q2 2023Q2 20231
Cypress Wealth Services, LLC 110.07%0.07%0.07%Q1 2019Q1 20191
MATHER GROUP, LLC. 110.09%0.09%0.09%Q3 2019Q3 20191
FINANCIAL COUNSELORS INC 110.41%0.41%0.41%Q3 2023Q3 20231
Golden State Wealth Management, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
IAG Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
HBW ADVISORY SERVICES LLC 110.06%0.06%0.06%Q3 2023Q3 20231
INTREPID CAPITAL MANAGEMENT INC 110.02%0.02%0.02%Q2 2023Q2 20231
U.S. Capital Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
SHAKESPEARE WEALTH MANAGEMENT, INC. 110.08%0.08%0.08%Q3 2021Q3 20211
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Signet Investment Advisory Group, Inc. 110.06%0.06%0.06%Q4 2020Q4 20201
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Strategic Investment Solutions, Inc. /IL 110.00%0.00%0.00%Q1 2023Q1 20231
EXENCIAL WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Comprehensive Financial Consultants Institutional, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
CAPITAL ADVISORS INC/OK 110.01%0.01%0.01%Q1 2021Q1 20211
Arjuna Capital 110.00%0.00%0.00%Q2 2021Q2 20211
WC Walker & Associates, Inc. 110.12%0.12%0.12%Q3 2022Q3 20221
STEPHENS GROUP ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Jane Street Holding, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
United Asset Strategies, Inc. 110.06%0.06%0.06%Q3 2018Q3 20181
Heron Bay Capital Management 110.13%0.13%0.13%Q4 2020Q4 20201
Choate Investment Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
Clarity Wealth Advisors, LLC 110.12%0.12%0.12%Q2 2022Q2 20221
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
MANUFACTURERS LIFE INSURANCE COMPANY, THE 110.00%0.00%0.00%Q2 2017Q2 20171
Modus Advisors, LLC 111.48%1.48%1.48%Q4 2023Q4 20231
TFO Wealth Partners, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
COUNTRY TRUST BANK 110.00%0.00%0.00%Q1 2020Q1 20201
Bridgeworth, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
COLONY GROUP LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Tatro Capital, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Sonora Investment Management Group, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
New Hampshire Trust 110.07%0.07%0.07%Q3 2023Q3 20231
CENTRAL TRUST Co 110.00%0.00%0.00%Q2 2022Q2 20221
Members Advisory Group LLC 119.60%9.60%9.60%Q4 2021Q4 20211
DELTA ASSET MANAGEMENT LLC/TN 110.00%0.00%0.00%Q2 2018Q2 20181
Barnett & Company, Inc. 110.02%0.02%0.02%Q4 2020Q4 20201
Pacific Center for Financial Services 110.00%0.00%0.00%Q3 2021Q3 20211
Simmons Bank 110.02%0.02%0.02%Q3 2023Q3 20231
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Biltmore Capital Advisors LLC 110.13%0.13%0.13%Q4 2021Q4 20211
Lloyd Advisory Services, LLC. 110.00%0.00%0.00%Q1 2022Q1 20221
Global Trust Asset Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2020Q2 20201
Henrickson Nauta Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
PALLADIUM PARTNERS LLC 110.02%0.02%0.02%Q3 2021Q3 20211
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Global Wealth Management Investment Advisory, Inc. 110.02%0.02%0.02%Q1 2020Q1 20201
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
WEALTHFRONT Corp 110.00%0.00%0.00%Q3 2015Q3 20151
FutureAdvisor, Inc. 110.09%0.09%0.09%Q4 2014Q4 20141
ARGI Investment Services, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
Equita Financial Network, Inc. 110.52%0.52%0.52%Q3 2023Q3 20231
Element Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CFS Investment Advisory Services, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Hayden Royal, LLC 110.16%0.16%0.16%Q1 2020Q1 20201
Robertson Stephens Wealth Management, LLC 110.21%0.21%0.21%Q1 2020Q1 20201
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q4 2021Q4 20211
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
FundX Investment Group, LLC 116.83%6.83%6.83%Q2 2020Q2 20201
Anfield Capital Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Roble, Belko & Company, Inc 110.02%0.02%0.02%Q3 2023Q3 20231
Trexquant Investment LP 110.01%0.01%0.01%Q1 2023Q1 20231
Sunbelt Securities, Inc. 110.01%0.01%0.01%Q1 2020Q1 20201
Apollon Wealth Management, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
CABANA LLC 110.00%0.00%0.00%Q2 2020Q2 20201
GSB Wealth Management, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
TCWP LLC 110.02%0.02%0.02%Q1 2022Q1 20221
FOUNDERS BANK & TRUST 110.01%0.01%0.01%Q4 2013Q4 20131
Vident Advisory, LLC 110.23%0.23%0.23%Q3 2023Q3 20231
Burleson & Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Raab & Moskowitz Asset Management LLC 110.09%0.09%0.09%Q2 2023Q2 20231
Cape Investment Advisory, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
CITIZENS FINANCIAL GROUP INC/RI 110.02%0.02%0.02%Q2 2022Q2 20221
NORTHERN TRUST CORP 110.00%0.00%0.00%Q1 2022Q1 20221
OneAscent Financial Services LLC 110.17%0.17%0.17%Q3 2023Q3 20231
Waterloo Capital, L.P. 110.24%0.24%0.24%Q1 2020Q1 20201
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q1 2022Q1 20221
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q2 2023Q2 20231
GPM Growth Investors, Inc. 113.20%3.20%3.20%Q4 2019Q4 20191
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Weatherstone Capital Management 110.06%0.06%0.06%Q4 2018Q4 20181
NorthRock Partners, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Firestone Capital Management 110.00%0.00%0.00%Q4 2020Q4 20201
Atlas Wealth Partners, LLC 110.65%0.65%0.65%Q2 2023Q2 20231
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q4 2019Q4 20191
Spotlight Asset Group, Inc. 110.12%0.12%0.12%Q4 2019Q4 20191
Empower Advisory Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
NewSquare Capital LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Herold Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
B. Riley Wealth Advisors, Inc. 110.05%0.05%0.05%Q2 2016Q2 20161
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
SHINE INVESTMENT ADVISORY SERVICES INC 110.01%0.01%0.01%Q1 2020Q1 20201
Verdad Advisers, LP 1123.99%23.99%23.99%Q1 2022Q1 20221
TRUEWEALTH LLC 110.00%0.00%0.00%Q2 2019Q2 20191
BAKER TILLY WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Corbenic Partners LLC 110.00%0.00%0.00%Q1 2021Q1 20211
ZRC WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q2 2023Q2 20231
Altus Wealth Group LLC 110.05%0.05%0.05%Q4 2020Q4 20201
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Creative Capital Management Investments LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Founders Capital Management 110.00%0.00%0.00%Q4 2017Q4 20171
Strategic Asset Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Oak Asset Management, LLC 110.10%0.10%0.10%Q2 2022Q2 20221
Econ Financial Services Corp 110.40%0.40%0.40%Q3 2023Q3 20231
Willis Johnson & Associates, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
TriaGen Wealth Management LLC 110.14%0.14%0.14%Q4 2022Q4 20221
LexAurum Advisors, LLC 111.63%1.63%1.63%Q3 2023Q3 20231
Evercore Wealth Management, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
McIlrath & Eck, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 111.15%1.15%1.15%Q2 2020Q2 20201
Merit Financial Group, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Fortis Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
F3Logic, LLC 110.12%0.12%0.12%Q3 2020Q3 20201
Karp Capital Management Corp 110.00%0.00%0.00%Q4 2018Q4 20181
Capital Analysts, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q3 2023Q3 20231
EVOKE WEALTH, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
KNIGHT CAPITAL GROUP LLC 110.04%0.04%0.04%Q2 2013Q2 20131
Private Ocean, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Iron Horse Wealth Management, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Advisor OS, LLC 110.22%0.22%0.22%Q2 2020Q2 20201
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Financial Consulate Inc. 113.61%3.61%3.61%Q2 2021Q2 20211
GTS SECURITIES LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Measured Wealth Private Client Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
KESTRA PRIVATE WEALTH SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
River Wealth Advisors LLC 110.02%0.02%0.02%Q4 2018Q4 20181
MACROVIEW INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Kozak & Associates, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Selective Wealth Management, Inc. 110.02%0.02%0.02%Q3 2022Q3 20221
9258 Wealth Management, LLC 110.26%0.26%0.26%Q3 2019Q3 20191
External links

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