SCHWAB STRATEGIC TR shareholder history

Current and past SCHWAB STRATEGIC TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1610.00%0.00%0.00%Q2 2013Q2 202466
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 45450.00%0.02%0.21%Q2 2013Q2 202445
BANK OF MONTREAL /CAN/ 45450.00%0.00%0.01%Q2 2013Q2 202445
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 45450.01%0.09%0.36%Q2 2013Q2 202445
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 45450.02%1.14%7.09%Q2 2013Q2 202445
BUCKINGHAM STRATEGIC WEALTH, LLC 45450.01%0.27%2.17%Q2 2013Q2 202445
BANK OF AMERICA CORP /DE/ 45450.00%0.01%0.10%Q2 2013Q2 202445
SignalPoint Asset Management, LLC 45450.14%0.25%0.58%Q2 2013Q2 202445
WELLS FARGO & COMPANY/MN 45450.00%0.01%0.04%Q2 2013Q2 202445
VISTA CAPITAL PARTNERS, INC. 45450.03%0.21%0.56%Q2 2013Q2 202445
ALESCO ADVISORS LLC 45450.04%1.65%4.74%Q2 2013Q2 202445
Charles Schwab Investment Advisory, Inc. 44440.09%3.50%12.57%Q2 2013Q1 202444
Bangor Savings Bank 23210.00%0.15%0.32%Q2 2013Q2 202444
MORGAN STANLEY 43430.00%0.00%0.02%Q4 2013Q2 202443
Invesco Ltd. 43430.00%0.00%0.00%Q4 2013Q2 202443
ROYAL BANK OF CANADA 3850.00%0.00%0.02%Q2 2013Q2 202443
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.00%0.42%1.36%Q1 2014Q2 202442
CITIGROUP INC 4010.00%0.01%0.05%Q2 2013Q2 202442
LPL Financial LLC 41410.00%0.03%0.07%Q2 2014Q2 202441
Private Ocean, LLC 41410.00%0.03%0.62%Q2 2014Q2 202441
Callahan Advisors, LLC 41410.04%0.29%1.08%Q2 2013Q2 202341
Horrell Capital Management, Inc. 41410.00%0.00%0.01%Q2 2014Q2 202441
Sensible Financial Planning & Management, LLC. 40401.43%6.23%18.50%Q3 2014Q2 202440
Cambridge Investment Research Advisors, Inc. 40400.01%0.07%0.13%Q3 2014Q2 202440
Private Advisor Group, LLC 39390.00%0.11%0.21%Q4 2014Q2 202440
BENJAMIN F. EDWARDS & COMPANY, INC. 40400.01%0.06%0.11%Q3 2014Q2 202440
Perigon Wealth Management, LLC 1970.01%0.13%0.40%Q4 2013Q2 202440
UBS Group AG 39390.00%0.04%0.14%Q4 2014Q2 202439
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 39390.13%1.20%2.27%Q4 2014Q2 202439
ROCKY MOUNTAIN ADVISERS, LLC 39390.42%2.43%4.56%Q4 2014Q2 202439
FOSTER & MOTLEY INC 39390.05%1.65%2.82%Q4 2014Q2 202439
ENVESTNET ASSET MANAGEMENT INC 24140.00%0.15%0.52%Q2 2013Q2 202438
AMERIPRISE FINANCIAL INC 3160.00%0.03%0.11%Q2 2013Q2 202437
Advisory Services Network, LLC 3070.01%0.06%0.13%Q1 2015Q2 202437
Brinker Capital Investments, LLC 36360.01%0.23%1.19%Q2 2013Q1 202236
Asset Management Group, Inc. 36360.24%2.04%3.49%Q3 2015Q2 202436
Ifrah Financial Services, Inc. 36360.10%1.24%2.25%Q4 2013Q3 202236
Citadel Advisors 1110.00%0.00%0.00%Q3 2015Q2 202436
Kingfisher Capital LLC 22130.08%1.65%3.05%Q2 2013Q1 202235
Allworth Financial LP 24110.00%0.02%0.14%Q3 2014Q2 202435
Gradient Investments LLC 35350.00%0.01%0.05%Q4 2015Q2 202435
Friedenthal Financial 35350.37%1.65%6.28%Q4 2015Q2 202435
IFP Advisors, Inc 20140.00%0.02%0.07%Q4 2015Q2 202434
Avior Wealth Management, LLC 2860.17%1.01%1.27%Q4 2015Q2 202434
BlackRock Finance, Inc. 3040.00%0.00%0.00%Q4 2015Q2 202434
Creative Planning 2610.00%0.02%0.06%Q4 2014Q2 202434
GOLDMAN SACHS GROUP INC 1310.00%0.01%0.07%Q2 2012Q2 202434
MANUFACTURERS LIFE INSURANCE COMPANY, THE 12110.00%0.01%0.03%Q3 2015Q2 202434
Capital Investment Advisors, LLC 33330.01%0.07%0.69%Q2 2016Q2 202433
Morningstar Investment Services LLC 33330.15%0.59%1.12%Q2 2016Q2 202433
Cambridge Advisors Inc. 33330.09%0.22%0.38%Q2 2016Q2 202433
Sigma Planning Corp 3020.02%0.05%0.15%Q2 2016Q2 202432
US BANCORP \DE\ 2810.00%0.28%0.62%Q4 2015Q2 202432
FIFTH THIRD BANCORP 3010.00%0.15%0.55%Q1 2015Q2 202432
VOYA INVESTMENT MANAGEMENT LLC 2390.01%0.41%1.46%Q2 2016Q2 202432
STEEL GROVE CAPITAL ADVISORS, LLC 32320.03%0.08%0.18%Q2 2015Q1 202332
Curbstone Financial Management Corp 31310.19%0.90%1.50%Q4 2016Q2 202431
HighTower Advisors, LLC 31310.00%0.03%0.07%Q4 2016Q2 202431
Parallel Advisors, LLC 31310.00%0.03%0.10%Q4 2016Q2 202431
Allianz Asset Management GmbH 1470.00%0.02%0.09%Q1 2015Q4 202331
Ausdal Financial Partners, Inc. 3010.02%0.35%0.58%Q4 2015Q2 202431
Sutton Wealth Advisors Inc. 31310.00%0.00%0.01%Q1 2016Q3 202331
SigFig Wealth Management, LLC 31310.03%0.38%2.11%Q4 2016Q2 202431
ASSETMARK, INC 31310.00%0.16%0.62%Q4 2016Q2 202431
Asset Dedication, LLC 2210.00%0.01%0.06%Q4 2015Q2 202431
Pure Financial Advisors, LLC 2470.11%0.78%1.65%Q1 2016Q2 202431
McAdam, LLC 31310.20%0.92%1.88%Q4 2016Q2 202431
PNC FINANCIAL SERVICES GROUP, INC. 3010.00%0.00%0.02%Q4 2015Q2 202431
Burt Wealth Advisors 31310.08%4.45%7.66%Q4 2014Q2 202231
WEALTHCARE CAPITAL MANAGEMENT LLC 30300.00%2.72%10.49%Q1 2017Q2 202430
Global Retirement Partners, LLC 20100.01%0.05%0.16%Q4 2016Q2 202430
JPMORGAN CHASE & CO 2910.00%0.07%0.15%Q1 2015Q2 202430
BFSG, LLC 30301.00%1.84%3.13%Q1 2017Q2 202430
Atria Investments, Inc 1720.02%0.08%0.34%Q2 2013Q2 202430
Kohmann Bosshard Financial Services, LLC 2821.52%3.06%5.21%Q4 2016Q2 202430
CREATIVE FINANCIAL DESIGNS INC /ADV 17130.03%0.70%3.55%Q4 2016Q2 202430
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2910.00%0.03%0.13%Q1 2015Q2 202430
Gilbert & Cook, Inc. 30300.17%3.03%5.47%Q4 2016Q1 202430
EXENCIAL WEALTH ADVISORS, LLC 19110.09%0.23%0.39%Q4 2016Q2 202430
BlueSky Wealth Advisors, LLC 2912.04%4.73%7.82%Q4 2016Q2 202430
Patriot Financial Group Insurance Agency, LLC 2720.00%0.05%0.24%Q4 2016Q1 202429
Cambria Investment Management, L.P. 2710.05%0.78%2.99%Q4 2014Q2 202429
Continuum Advisory, LLC 2540.06%0.33%0.75%Q1 2017Q2 202429
Moisand Fitzgerald Tamayo, LLC 1820.00%0.00%0.01%Q4 2015Q2 202429
Rock Point Advisors, LLC 29290.09%0.12%0.17%Q3 2016Q3 202329
OneDigital Investment Advisors LLC 29290.00%0.04%0.22%Q2 2017Q2 202429
Anchor Investment Management, LLC 29290.02%0.66%1.74%Q1 2017Q1 202429
Alpha Omega Wealth Management LLC 18110.00%0.33%0.71%Q4 2016Q2 202429
FC Advisory LLC 29291.15%2.15%3.67%Q2 2017Q2 202429
FAGAN ASSOCIATES, INC. 29290.27%0.79%1.74%Q1 2017Q1 202429
B. Riley Wealth Advisors, Inc. 2810.01%0.06%0.17%Q2 2016Q2 202429
MML INVESTORS SERVICES, LLC 29290.02%0.08%0.15%Q2 2017Q2 202429
Lee Financial Co 29290.02%0.67%1.71%Q4 2016Q4 202329
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 28280.38%1.94%16.98%Q3 2017Q2 202428
Vigilant Capital Management, LLC 28280.00%0.24%1.09%Q3 2016Q2 202328
Cetera Advisor Networks LLC 28280.01%0.03%0.09%Q1 2017Q4 202328
COMERICA BANK 2440.00%0.01%0.02%Q1 2017Q2 202428
CAPTRUST FINANCIAL ADVISORS 28280.00%0.01%0.03%Q3 2017Q2 202428
THOMPSON SIEGEL & WALMSLEY LLC 28280.01%0.02%0.03%Q4 2016Q3 202328
Koshinski Asset Management, Inc. 2350.05%0.13%0.28%Q2 2017Q2 202428
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 2410.01%0.07%0.16%Q1 2017Q2 202428
RAYMOND JAMES & ASSOCIATES 2710.00%0.01%0.02%Q4 2015Q2 202428
Advisory Alpha, LLC 1320.00%1.19%3.49%Q2 2016Q1 202428
Newman Dignan & Sheerar, Inc. 28280.01%0.17%2.22%Q2 2016Q1 202328
JMG Financial Group, Ltd. 2710.03%0.25%0.52%Q1 2017Q2 202428
ROFFMAN MILLER ASSOCIATES INC /PA/ 2210.01%0.19%0.66%Q2 2013Q2 202128
ProVise Management Group, LLC 2710.02%0.08%0.54%Q2 2013Q3 202328
Roundview Capital LLC 28280.04%0.38%0.51%Q4 2016Q3 202328
Cetera Advisors LLC 28280.02%0.05%0.14%Q1 2017Q4 202328
Financial Architects, Inc 2110.00%0.07%0.32%Q3 2013Q2 202328
Wealthcare Advisory Partners LLC 28280.00%0.79%2.84%Q3 2017Q2 202428
Peak Financial Management, Inc. 28281.04%3.87%4.76%Q3 2017Q2 202428
Tortoise Investment Management, LLC 27270.03%0.56%1.29%Q4 2017Q2 202427
TOTH FINANCIAL ADVISORY CORP 27270.01%0.02%0.05%Q4 2017Q2 202427
Litman Gregory Wealth Management LLC 2250.01%2.50%7.68%Q3 2017Q2 202427
Gradient Capital Advisors, LLC 27270.21%0.36%0.55%Q4 2017Q2 202427
COMMONWEALTH EQUITY SERVICES, LLC 27270.00%0.02%0.06%Q4 2017Q2 202427
CABOT WEALTH MANAGEMENT INC 27270.03%0.13%0.26%Q4 2016Q2 202327
Glen Eagle Advisors, LLC 27270.00%0.14%0.67%Q4 2017Q2 202427
Raymond James Financial Services Advisors, Inc. 27270.00%0.02%0.03%Q4 2017Q2 202427
Larson Financial Group LLC 27270.01%0.11%0.33%Q4 2017Q2 202427
Transamerica Financial Advisors, Inc. 1510.00%0.21%0.88%Q2 2015Q2 202427
AdvisorNet Financial, Inc 27270.10%0.19%0.35%Q4 2017Q2 202427
3D ASSET MANAGEMENT, INC 27270.07%0.33%4.30%Q2 2013Q4 201927
Kingsview Wealth Management, LLC 27270.04%0.09%0.15%Q4 2017Q2 202427
Almanack Investment Partners, LLC. 1230.05%1.99%9.09%Q4 2016Q2 202427
Mutual Advisors, LLC 27270.05%0.19%0.42%Q4 2017Q2 202427
AlphaStar Capital Management, LLC 1890.05%0.58%1.85%Q3 2017Q2 202427
LVW Advisors, LLC 27270.11%4.74%8.83%Q4 2017Q2 202427
Front Row Advisors LLC 27270.03%0.05%0.08%Q4 2017Q2 202427
BRIGHTON JONES LLC 27270.01%0.04%0.07%Q4 2017Q2 202427
TRUIST FINANCIAL CORP 27270.00%0.04%0.10%Q3 2017Q1 202427
CENTRAL TRUST Co 27270.00%1.16%3.61%Q4 2017Q2 202427
Bigelow Investment Advisors, LLC 27270.33%0.61%0.98%Q4 2017Q2 202427
WOLVERINE TRADING, LLC 510.00%0.00%0.01%Q2 2016Q1 202427
Valmark Advisers, Inc. 27270.01%0.09%0.24%Q4 2017Q2 202427
Lutz Financial Services LLC 27270.82%3.84%6.19%Q4 2017Q2 202427
White Lighthouse Investment Management Inc. 27270.34%0.91%1.82%Q4 2017Q2 202427
SeaCrest Wealth Management, LLC 27270.17%0.96%2.31%Q4 2017Q2 202427
STIFEL FINANCIAL CORP 1980.00%0.02%0.10%Q3 2017Q2 202427
CreativeOne Wealth, LLC 26260.18%0.39%0.65%Q1 2018Q2 202426
WEALTHSOURCE PARTNERS, LLC 14120.02%0.24%1.54%Q4 2016Q4 202326
BLAIR WILLIAM & CO/IL 2330.00%0.02%0.06%Q2 2017Q2 202426
Mengis Capital Management, Inc. 2060.08%0.43%0.82%Q3 2017Q2 202426
FIRST MERCHANTS CORP 1830.02%0.03%0.08%Q3 2017Q2 202426
Parkside Financial Bank & Trust 2210.01%0.05%0.08%Q3 2017Q2 202426
C M BIDWELL & ASSOCIATES LTD 26260.62%1.22%2.53%Q1 2018Q2 202426
JANE STREET GROUP, LLC 910.00%0.02%0.10%Q1 2015Q2 202426
Advisors Asset Management, Inc. 26260.00%0.01%0.01%Q1 2018Q2 202426
Capital Investment Advisory Services, LLC 26260.00%0.04%0.23%Q1 2018Q2 202426
Capital Directions Investment Advisors, LLC 1010.00%0.01%0.02%Q2 2013Q4 202226
FDx Advisors, Inc. 14110.01%0.39%4.50%Q4 2016Q2 202425
CWM, LLC 1310.00%0.00%0.01%Q1 2017Q2 202425
Financial Management Professionals, Inc. 25250.00%0.00%0.01%Q2 2018Q2 202425
Portfolio Solutions, LLC 2410.02%0.26%1.72%Q4 2015Q3 202225
Garde Capital, Inc. 25250.04%0.26%0.92%Q2 2014Q2 202025
NWAM LLC 1510.03%0.09%0.14%Q4 2015Q3 202225
Heritage Wealth Advisors 1450.00%1.54%4.26%Q4 2013Q2 202425
Steward Partners Investment Advisory, LLC 25250.00%0.11%0.21%Q2 2018Q2 202425
Ironsides Asset Advisors, LLC 1860.13%0.54%1.27%Q2 2017Q2 202324
Geneos Wealth Management Inc. 2130.00%0.00%0.01%Q1 2018Q2 202424
Janney Montgomery Scott LLC 2040.00%0.01%0.06%Q3 2016Q2 202424
FMR LLC 24240.00%0.00%0.01%Q3 2018Q2 202424
CLEAR INVESTMENT RESEARCH, LLC 24240.01%0.34%1.29%Q3 2018Q2 202424
FIRST HAWAIIAN BANK 24240.02%0.06%0.12%Q3 2018Q2 202424
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.02%0.06%Q3 2018Q2 202424
SIGNATUREFD, LLC 910.00%0.00%0.01%Q2 2013Q2 202424
WealthPLAN Partners, LLC 1520.00%0.10%0.37%Q2 2016Q2 202424
Carmichael Hill & Associates, Inc. 2040.01%0.21%0.37%Q4 2017Q2 202424
Avidian Wealth Enterprises, LLC 1860.02%1.27%10.73%Q1 2017Q2 202424
Arlington Financial Advisors, LLC 24240.05%0.27%0.38%Q2 2018Q1 202424
Bank of New York Mellon Corp 2310.00%0.01%0.01%Q4 2015Q2 202424
GenTrust, LLC 2310.03%0.25%0.84%Q1 2017Q2 202424
Wealthfront Advisers LLC 23230.06%0.18%0.27%Q4 2018Q2 202423
Ellevest, Inc. 23230.19%0.37%0.50%Q4 2018Q2 202423
TRAN CAPITAL MANAGEMENT, L.P. 23230.06%0.18%0.31%Q4 2018Q2 202423
RHS Financial, LLC 23230.41%1.58%4.43%Q4 2018Q2 202423
Dynamic Advisor Solutions LLC 2210.04%0.13%0.26%Q2 2018Q2 202423
LINCOLN CAPITAL CORP 23230.14%5.19%9.35%Q4 2016Q2 202223
MARSHALL FINANCIAL GROUP INC /ADV 23236.75%8.46%12.39%Q4 2018Q2 202423
AE Wealth Management LLC 2120.02%0.16%0.42%Q2 2017Q2 202423
Jackson Hole Capital Partners, LLC 23230.06%0.11%0.23%Q4 2018Q2 202423
Hardy Reed LLC 23230.03%0.12%0.25%Q4 2018Q2 202423
Castle Rock Wealth Management, LLC 1940.19%0.67%1.80%Q4 2017Q4 202323
FIRST NATIONAL CORP /MA/ /ADV 23230.26%0.65%2.38%Q4 2018Q2 202423
ALPS ADVISORS INC 23230.01%0.05%0.13%Q4 2018Q2 202423
Live Your Vision, LLC 22220.04%0.26%0.36%Q4 2013Q1 201922
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 1844.51%6.47%8.42%Q1 2018Q2 202422
Perkins Coie Trust Co 22220.02%0.04%0.05%Q4 2013Q1 201922
IMA Advisory Services, Inc. 22220.01%0.05%0.06%Q2 2018Q3 202322
SRS Capital Advisors, Inc. 1320.49%1.48%3.54%Q3 2018Q2 202422
Sandy Spring Bank 1220.00%0.00%0.01%Q3 2017Q2 202422
Fund Evaluation Group, LLC 22222.30%5.36%8.43%Q1 2019Q2 202422
Formidable Asset Management, LLC 1720.11%0.41%1.14%Q2 2017Q2 202422
Joseph P. Lucia & Associates, LLC 22221.05%2.63%3.55%Q1 2019Q2 202422
Sargent Bickham Lagudis LLC 2110.00%0.20%1.12%Q1 2017Q4 202222
AVITY INVESTMENT MANAGEMENT INC. 22220.03%0.04%0.08%Q2 2014Q3 201922
Ameritas Investment Partners, Inc. 1230.00%0.00%0.02%Q4 2016Q2 202422
WEIK CAPITAL MANAGEMENT 1480.12%0.53%0.81%Q1 2018Q3 202322
Resource Planning Group 22222.85%6.60%9.08%Q3 2018Q4 202322
IFG Advisory, LLC 1480.04%0.37%1.01%Q1 2018Q2 202422
Successful Portfolios LLC 22220.20%0.63%1.13%Q4 2017Q1 202322
Frontier Wealth Management LLC 1810.02%0.72%1.95%Q4 2014Q2 202122
TSFG, LLC 22220.00%0.00%0.01%Q1 2019Q2 202422
LADENBURG THALMANN FINANCIAL SERVICES INC. 2110.00%0.03%0.06%Q2 2013Q4 201922
AVANTAX ADVISORY SERVICES, INC. 1930.01%0.04%0.29%Q4 2018Q2 202422
Kovitz Investment Group Partners, LLC 2010.02%0.08%0.21%Q1 2019Q2 202421
MFA WEALTH ADVISORS, LLC 2010.00%2.41%5.94%Q4 2017Q2 202421
GAMBLE JONES INVESTMENT COUNSEL 21210.04%0.04%0.05%Q4 2017Q4 202221
ATLAS CAPITAL ADVISORS LLC 1710.01%0.14%0.30%Q1 2018Q2 202421
Zhang Financial LLC 1920.03%0.32%0.72%Q4 2018Q2 202421
Matrix Trust Co 21211.74%5.43%8.80%Q2 2019Q2 202421
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1470.09%0.15%0.20%Q1 2019Q2 202421
S&T BANK/PA 1290.03%0.07%0.13%Q2 2017Q3 202221
Financial Gravity Asset Management, Inc. 1510.00%0.06%0.19%Q3 2018Q2 202421
Savant Capital, LLC 21210.11%0.32%0.60%Q2 2019Q2 202421
NEXT Financial Group, Inc 1650.00%0.05%0.41%Q3 2016Q4 202121
Kelly Financial Services LLC 20200.00%0.00%0.00%Q3 2019Q2 202420
Hudock, Inc. 1820.02%0.27%1.58%Q3 2017Q3 202220
D.A. DAVIDSON & CO. 1820.00%0.03%0.11%Q2 2013Q2 202320
TrinityPoint Wealth, LLC 20200.35%0.87%1.44%Q3 2019Q2 202420
STEPHENS INC /AR/ 20200.01%0.03%0.06%Q3 2018Q2 202320
Allen Capital Group, LLC 1220.08%1.29%1.86%Q2 2018Q2 202420
FINANCIAL LIFE ADVISORS 20200.56%3.59%8.88%Q4 2017Q3 202220
American Portfolios Advisors 20200.01%0.02%0.08%Q4 2017Q3 202220
Wealthspire Advisors, L.P. 20200.29%0.50%0.87%Q4 2015Q3 202020
MGO ONE SEVEN LLC 20200.02%0.34%1.21%Q1 2019Q4 202320
ALTFEST L J & CO INC 1110.07%1.09%2.90%Q1 2018Q2 202420
ASSOCIATED BANC-CORP 20200.02%0.03%0.07%Q3 2019Q2 202420
Apollon Wealth Management, LLC 1190.02%0.59%2.99%Q1 2019Q2 202420
Hanson & Doremus Investment Management 820.01%0.03%0.06%Q1 2017Q2 202420
Focused Wealth Management, Inc 1730.02%3.22%6.42%Q1 2018Q1 202420
Charles Schwab Trust Co 20200.13%1.99%7.29%Q3 2019Q2 202420
SVB WEALTH LLC 20200.01%0.06%0.18%Q3 2019Q2 202420
Krilogy Financial LLC 910.01%0.02%0.06%Q3 2015Q1 202320
Clarkston Capital Partners, LLC 20200.00%0.00%0.00%Q3 2019Q2 202420
Waverly Advisors, LLC 1720.06%0.15%0.31%Q2 2013Q2 202419
MONETA GROUP INVESTMENT ADVISORS LLC 1810.00%0.02%0.03%Q2 2018Q2 202419
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Fortis Capital Management LLC 19190.52%1.58%2.84%Q4 2019Q2 202419
Carolina Wealth Advisors, LLC 19198.92%10.71%15.81%Q4 2019Q2 202419
WHITTIER TRUST CO 1810.00%0.01%0.01%Q1 2019Q2 202419
Cordant, Inc. 19190.02%0.32%0.70%Q4 2019Q2 202419
Pflug Koory, LLC 19190.01%0.01%0.03%Q3 2019Q1 202419
FLAGSHIP HARBOR ADVISORS, LLC 1120.00%0.04%0.16%Q2 2018Q1 202419
Aviance Capital Partners, LLC 19190.36%0.94%1.36%Q4 2019Q2 202419
Columbus Macro, LLC 1450.36%2.19%3.64%Q1 2018Q2 202419
Soltis Investment Advisors LLC 19190.06%0.24%0.44%Q4 2019Q2 202419
Strategic Financial Planning, Inc. 19190.75%1.26%1.87%Q4 2019Q2 202419
Slow Capital, Inc. 19190.20%0.51%0.79%Q1 2018Q3 202219
MOODY NATIONAL BANK TRUST DIVISION 1630.05%0.12%0.38%Q4 2018Q2 202419
WEALTHFRONT Corp 19190.18%0.31%0.43%Q1 2014Q3 201819
Integrated Advisors Network LLC 19190.02%0.07%0.13%Q4 2019Q2 202419
HARBOR INVESTMENT ADVISORY, LLC 19190.00%0.01%0.02%Q4 2019Q2 202419
CAPITAL WEALTH MANAGEMENT, LLC 19190.28%1.06%1.60%Q2 2018Q4 202219
NEPC LLC 19190.03%1.23%5.10%Q4 2019Q2 202419
TRUSTCORE FINANCIAL SERVICES, LLC 1620.00%0.00%0.00%Q2 2018Q4 202218
DUFF & PHELPS INVESTMENT MANAGEMENT CO 18180.00%0.01%0.04%Q1 2020Q2 202418
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 1710.12%0.23%0.32%Q4 2019Q2 202418
OSAIC HOLDINGS, INC. 18180.01%0.06%0.10%Q1 2020Q2 202418
CORRADO ADVISORS, LLC 18181.20%3.24%7.38%Q1 2020Q2 202418
Pinnacle Advisory Group, Inc. 18180.12%1.83%3.60%Q4 2016Q1 202118
M&T BANK CORP 910.00%0.13%0.28%Q1 2016Q4 202218
BOK Financial Private Wealth, Inc. 1510.00%0.09%0.34%Q4 2014Q2 202418
Capital Asset Advisory Services LLC 1170.00%0.05%0.18%Q4 2019Q2 202418
WASHINGTON TRUST Co 18180.00%0.21%0.43%Q1 2020Q2 202418
Moser Wealth Advisors, LLC 1351.17%2.46%3.30%Q4 2019Q2 202418
CONCENTRIC WEALTH MANAGEMENT, LLC 18180.06%0.24%0.45%Q4 2019Q1 202418
Verde Capital Management 18180.14%1.19%2.40%Q1 2020Q2 202418
Sowell Financial Services LLC 1080.01%0.06%0.15%Q3 2019Q2 202418
One Capital Management, LLC 1350.01%0.03%0.05%Q4 2017Q4 202218
WT Wealth Management 18180.16%0.36%1.12%Q3 2019Q4 202318
Stokes Capital Advisors, LLC 18180.07%0.56%0.90%Q1 2019Q2 202318
VALLEY NATIONAL ADVISERS INC 1620.01%0.03%0.04%Q4 2014Q4 202218
Strategic Financial Services, Inc. 750.02%0.38%1.61%Q4 2016Q1 202418
Pinnacle Bancorp, Inc. 18180.09%0.30%0.44%Q1 2020Q2 202418
Marotta Asset Management 1352.47%3.44%5.07%Q4 2019Q2 202418
Clearstead Advisors, LLC 1710.00%0.01%0.16%Q4 2018Q2 202418
Avion Wealth 18180.00%0.01%0.02%Q1 2020Q2 202418
FINANCIAL CONSULATE, INC 18180.18%0.35%0.73%Q4 2014Q1 201918
Signet Investment Advisory Group, Inc. 1530.28%4.24%6.10%Q2 2019Q2 202418
REILLY FINANCIAL ADVISORS, LLC 1010.00%0.00%0.01%Q2 2016Q4 202118
Integrated Wealth Concepts LLC 1230.01%0.08%0.23%Q1 2018Q2 202418
MERCER GLOBAL ADVISORS INC /ADV 1610.00%0.09%0.21%Q1 2020Q2 202417
Tower Research Capital LLC (TRC) 1210.00%0.00%0.01%Q4 2013Q2 202417
Resonant Capital Advisors, LLC 17170.69%0.83%1.11%Q2 2020Q2 202417
Retirement Group, LLC 1610.31%0.58%1.22%Q4 2019Q1 202417
Ruggie Capital Group 1340.13%0.92%2.12%Q4 2014Q1 201917
HOWE & RUSLING INC 1510.00%0.01%0.03%Q3 2019Q2 202417
Whitegate Investment Counselors, Inc. 17170.05%0.07%0.09%Q3 2017Q3 202117
Relative Value Partners Group, LLC 1160.03%0.04%0.05%Q4 2015Q3 202017
FRANKLIN RESOURCES INC 17170.00%0.09%0.14%Q2 2020Q2 202417
Mariner, LLC 1410.01%0.02%0.10%Q4 2018Q2 202417
Gray Wealth Management Inc. 980.10%0.27%0.76%Q1 2020Q2 202417
IHT Wealth Management, LLC 1010.00%0.07%0.19%Q4 2016Q2 202417
Aprio Wealth Management, LLC 1250.06%0.28%0.81%Q4 2019Q1 202417
Pinkerton Retirement Specialists, LLC 17170.10%0.18%0.29%Q2 2020Q2 202417
First Horizon Advisors, Inc. 980.00%0.00%0.00%Q1 2020Q2 202417
Bogart Wealth, LLC 1430.00%0.00%0.00%Q1 2020Q2 202417
TCI Wealth Advisors, Inc. 1160.00%0.02%0.14%Q4 2017Q1 202317
HUNTINGTON NATIONAL BANK 1310.00%0.01%0.01%Q4 2017Q2 202417
VALICENTI ADVISORY SERVICES INC 1160.08%0.67%1.34%Q2 2017Q3 202217
Mosaic Financial Partners, Inc. 17170.38%1.45%1.87%Q2 2014Q2 201817
Baldrige Asset Management LLC 17170.84%1.08%1.44%Q1 2019Q1 202317
Prime Capital Investment Advisors, LLC 1310.00%0.26%0.73%Q2 2018Q2 202416
THRIVENT FINANCIAL FOR LUTHERANS 16160.01%0.01%0.02%Q3 2020Q2 202416
Kestra Advisory Services, LLC 16160.01%0.03%0.06%Q3 2020Q2 202416
Summit Global Investments 1410.03%0.08%0.56%Q4 2016Q2 202416
CAPE COD FIVE CENTS SAVINGS BANK 16160.44%1.67%2.20%Q3 2020Q2 202416
Rockefeller Capital Management L.P. 1510.00%0.01%0.06%Q2 2019Q3 202316
Willow Creek Wealth Management Inc. 16160.24%1.71%2.56%Q1 2020Q4 202316
Cedar Wealth Management, LLC 16160.00%0.12%0.48%Q4 2018Q3 202216
NextCapital Advisers, Inc. 16162.83%3.72%4.33%Q3 2018Q2 202216
Investors Research Corp 16160.01%0.02%0.03%Q3 2020Q2 202416
Cubic Asset Management, LLC 16160.09%0.11%0.14%Q2 2020Q1 202416
BALLAST ADVISORS LLC 16160.00%0.05%0.06%Q3 2020Q2 202416
Alaska Permanent Capital Management 16160.63%1.08%1.82%Q1 2018Q4 202116
Renaissance Technologies 810.00%0.01%0.03%Q1 2018Q2 202416
Beacon Pointe Advisors, LLC 16160.02%0.93%2.87%Q3 2020Q2 202416
Addison Capital Co 16160.12%0.22%0.30%Q3 2020Q2 202416
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 16160.33%1.92%2.91%Q3 2020Q2 202416
Jackson Creek Investment Advisors LLC 16160.22%0.54%1.02%Q3 2020Q2 202416
FIFTH THIRD SECURITIES, INC. 910.09%0.43%1.17%Q3 2016Q2 202416
HANTZ FINANCIAL SERVICES, INC. 16160.00%0.00%0.00%Q1 2020Q4 202316
BARTLETT & CO. WEALTH MANAGEMENT LLC 1010.00%0.00%0.00%Q2 2018Q2 202416
Wagner Wealth Management, LLC 1510.00%0.01%0.03%Q4 2017Q2 202416
Wealthspire Advisors, LLC 1510.13%0.23%0.33%Q1 2020Q2 202416
Savior LLC 16160.00%0.04%0.12%Q4 2019Q3 202316
CATALYST PRIVATE WEALTH, LLC 16160.30%0.74%1.98%Q3 2020Q2 202416
J.W. COLE ADVISORS, INC. 1110.06%0.16%0.28%Q4 2019Q2 202415
1492 Capital Management LLC 1140.13%0.23%0.31%Q2 2017Q4 202115
Main Street Financial Solutions, LLC 15150.04%0.30%0.69%Q4 2020Q2 202415
SAGE FINANCIAL GROUP INC 15151.15%1.91%2.69%Q4 2020Q2 202415
ARBOR TRUST WEALTH ADVISORS, LLC 15150.50%3.03%4.57%Q4 2019Q2 202315
Latitude Advisors, LLC 15150.12%0.32%0.56%Q4 2020Q2 202415
MCF Advisors LLC 1230.00%0.00%0.01%Q1 2016Q4 201915
HC Advisors, LLC 1413.40%4.93%7.14%Q4 2019Q3 202315
Financial Advocates Investment Management 15150.02%0.04%0.07%Q1 2019Q3 202215
Destiny Wealth Partners, LLC 15150.08%0.41%3.62%Q4 2020Q2 202415
Quadratic Capital Management LLC 151589.91%96.06%100.00%Q4 2020Q2 202415
Cetera Investment Advisers 15150.02%0.14%0.25%Q3 2020Q1 202415
IRON Financial LLC 1412.00%4.53%5.44%Q2 2020Q2 202415
Temasek Holdings (Private) Ltd 1050.17%0.88%3.08%Q3 2020Q2 202415
High Note Wealth, LLC 15151.03%2.03%3.72%Q4 2020Q2 202415
Aptus Capital Advisors, LLC 510.00%0.00%0.00%Q3 2019Q2 202415
American Financial Advisors, LLC 15150.12%1.75%4.52%Q4 2020Q2 202415
Global Wealth Management Investment Advisory, Inc. 1230.00%0.57%1.41%Q3 2019Q4 202315
WEBSTERROGERS FINANCIAL ADVISORS, LLC 15150.19%0.44%0.87%Q4 2020Q2 202415
Prairiewood Capital, LLC 15152.80%3.27%3.97%Q4 2020Q2 202415
MERITAGE PORTFOLIO MANAGEMENT 15150.10%0.50%0.85%Q4 2020Q2 202415
Prism Advisors, Inc. 1410.10%0.13%0.17%Q2 2020Q1 202415
Disciplined Investments, LLC 15150.00%0.01%0.01%Q4 2019Q2 202315
Richard Bernstein Advisors LLC 15150.00%2.54%14.53%Q4 2016Q2 202015
Burns Matteson Capital Management, LLC 15150.14%0.61%1.62%Q4 2020Q2 202415
SHEETS SMITH WEALTH MANAGEMENT 15150.05%0.20%0.39%Q4 2020Q2 202415
Citizens National Bank Trust Department 15150.09%0.75%1.83%Q4 2020Q2 202415
CHOREO, LLC 870.01%0.05%0.12%Q3 2020Q2 202415
Patten Group, Inc. 15150.08%0.13%0.18%Q2 2015Q4 201815
VPR Management LLC 15150.06%0.06%0.10%Q4 2020Q2 202415
Valeo Financial Advisors, LLC 15150.00%0.00%0.01%Q3 2017Q1 202115
HUTCHINSON CAPITAL MANAGEMENT/CA 15150.06%0.58%1.62%Q4 2020Q2 202415
Cerity Partners LLC 15150.11%0.36%0.77%Q4 2020Q2 202415
Reitz Capital Advisors LLC 1050.40%4.67%21.92%Q4 2018Q2 202315
GeoWealth Management, LLC 730.03%0.18%0.82%Q3 2019Q2 202415
Boston Trust Walden Corp 1050.00%0.02%0.04%Q1 2018Q4 202215
American Trust Investment Advisors, LLC 15151.17%1.96%2.56%Q4 2020Q2 202415
Virtue Capital Management, LLC 1320.00%0.49%0.93%Q4 2017Q2 202415
Venture Visionary Partners LLC 15150.02%0.45%0.82%Q4 2020Q2 202415
Oder Investment Management, LLC 15150.51%0.81%1.04%Q4 2020Q2 202415
Advisor Group, Inc. 15150.00%0.01%0.03%Q2 2016Q4 201915
Rosenberg Matthew Hamilton 1310.00%0.19%0.54%Q1 2020Q2 202414
Alaska Wealth Advisors 710.00%0.34%1.82%Q4 2017Q2 202414
Aspire Private Capital, LLC 820.00%0.01%0.03%Q2 2019Q2 202414
Morningstar Investment Management LLC 14141.96%3.45%5.13%Q4 2018Q1 202214
BCGM Wealth Management, LLC 14140.67%1.66%3.46%Q1 2021Q2 202414
Selective Wealth Management, Inc. 14140.01%0.10%0.26%Q3 2019Q4 202214
Foothills Asset Management, Ltd. 14140.58%1.55%2.22%Q4 2016Q1 202014
WFA of San Diego, LLC 1110.02%0.51%0.94%Q2 2020Q2 202414
Blueprint Investment Partners LLC 14140.26%0.92%1.89%Q4 2019Q1 202314
Betterment LLC 14140.00%0.00%0.01%Q1 2021Q2 202414
BBVA USA Bancshares, Inc. 14140.01%0.04%0.06%Q4 2017Q1 202114
Stratos Wealth Advisors, LLC 14140.04%0.21%0.36%Q1 2021Q2 202414
Bartlett & Co. LLC 810.00%0.00%0.00%Q2 2018Q4 202314
HORAN CAPITAL MANAGEMENT 1130.36%1.52%2.11%Q2 2017Q4 202014
Tradewinds Capital Management, LLC 1210.00%1.42%7.53%Q2 2015Q1 202314
CLIFFORD SWAN INVESTMENT COUNSEL LLC 14140.04%0.04%0.04%Q2 2017Q3 202014
Founders Financial Alliance, LLC 1310.00%0.00%0.00%Q3 2020Q1 202414
Spire Wealth Management 14140.00%0.01%0.04%Q1 2021Q2 202414
CVA Family Office, LLC 14140.00%0.38%0.79%Q1 2020Q2 202314
Navalign, LLC 14144.54%6.76%8.20%Q1 2021Q2 202414
Walkner Condon Financial Advisors LLC 1130.17%0.95%3.71%Q3 2020Q2 202414
FinTrust Capital Advisors, LLC 14140.01%0.01%0.03%Q3 2020Q4 202314
TD PRIVATE CLIENT WEALTH LLC 14140.01%0.02%0.03%Q1 2021Q2 202414
Benchmark Wealth Management, LLC 14140.50%1.14%1.52%Q1 2021Q2 202414
Elmwood Wealth Management, Inc. 620.40%0.97%1.59%Q3 2018Q3 202214
Landmark Financial Advisors, LLC 1040.16%0.67%1.25%Q4 2015Q1 202014
Hayek Kallen Investment Management 14140.56%1.51%2.26%Q1 2021Q2 202414
OLD NATIONAL BANCORP /IN/ 770.01%0.09%0.33%Q1 2018Q1 202414
MUFG Americas Holdings Corp 610.00%0.00%0.00%Q2 2014Q3 202214
AlphaMark Advisors, LLC 14140.00%0.21%0.78%Q1 2021Q2 202414
Advisory Services & Investments, LLC 14140.34%0.75%1.44%Q1 2021Q2 202414
Mason Investment Advisory Services, Inc. 950.02%0.34%0.66%Q1 2019Q2 202414
PATHSTONE FAMILY OFFICE, LLC 1120.01%0.03%0.11%Q1 2020Q2 202313
FLOW TRADERS U.S. LLC 310.05%0.35%1.66%Q3 2016Q2 202413
CRA Financial Services, LLC 13130.06%0.17%0.36%Q4 2018Q4 202113
BAR HARBOR TRUST SERVICES 13130.13%0.18%0.23%Q2 2013Q2 201613
Invst, LLC 13130.67%1.49%3.03%Q2 2017Q2 202013
STATE STREET CORP 13130.00%0.00%0.00%Q2 2021Q2 202413
Independence Bank of Kentucky 1030.00%0.01%0.02%Q1 2019Q2 202413
Berger Financial Group, Inc 940.02%0.06%0.38%Q4 2020Q2 202413
Liberty Capital Management, Inc. 13130.06%0.20%0.48%Q2 2021Q2 202413
CUTLER INVESTMENT COUNSEL LLC 630.06%0.95%2.33%Q1 2016Q3 202313
Pacific Capital Wealth Advisors, Inc. 13130.50%3.24%4.24%Q2 2021Q2 202413
Iron Horse Wealth Management, LLC 13130.08%3.01%6.14%Q2 2021Q2 202413
HENGEHOLD CAPITAL MANAGEMENT LLC 13130.05%0.28%0.78%Q2 2021Q2 202413
GPS Wealth Strategies Group, LLC 760.00%0.01%0.02%Q1 2021Q2 202413
Madison Asset Management, LLC 920.02%0.44%1.06%Q4 2019Q2 202413
Eagle Bay Advisors LLC 13130.03%0.78%2.21%Q2 2021Q2 202413
HARBOUR INVESTMENTS, INC. 940.07%0.46%1.00%Q1 2021Q2 202413
CLIENT 1ST ADVISORY GROUP, LLC 13130.12%1.25%2.48%Q2 2021Q2 202413
Pinnacle Wealth Management Group, Inc. 13130.21%1.40%4.72%Q2 2021Q2 202413
Apriem Advisors 850.00%0.64%2.48%Q2 2013Q2 201713
MinichMacGregor Wealth Management, LLC 1210.01%0.07%0.68%Q4 2015Q1 202113
NinePointTwo Capital LLC 131314.96%36.50%55.49%Q4 2020Q4 202313
PRUDENTIAL FINANCIAL INC 13130.00%0.01%0.06%Q2 2021Q2 202413
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 720.00%0.00%0.00%Q1 2020Q2 202413
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 1210.00%0.02%0.04%Q4 2016Q3 202213
Financial Strategies Group, Inc. 13130.11%3.68%5.00%Q2 2020Q2 202313
SYNOVUS FINANCIAL CORP 13130.00%0.00%0.00%Q1 2019Q1 202213
Baird Financial Group, Inc. 1120.00%0.01%0.04%Q2 2019Q4 202213
Hirtle Callaghan & Co LLC 940.10%0.24%0.84%Q2 2020Q2 202413
Key FInancial Inc 13130.00%0.01%0.02%Q2 2021Q2 202413
Modus Advisors, LLC 13130.11%2.11%2.97%Q4 2019Q4 202213
Annapolis Financial Services, LLC 13130.42%1.54%3.19%Q2 2021Q2 202413
Founders Capital Management 1210.00%0.01%0.08%Q4 2018Q1 202413
Bedel Financial Consulting, Inc. 13130.00%0.02%0.03%Q2 2018Q2 202113
Bison Wealth, LLC 1120.01%0.06%0.22%Q3 2015Q2 202213
Parsec Financial Management, Inc. 13130.10%0.26%0.75%Q1 2020Q1 202313
First Allied Advisory Services, Inc. 13130.01%0.19%0.45%Q3 2017Q3 202013
NATIXIS 910.00%0.01%0.02%Q1 2019Q4 202213
VALENTINE VENTURES LLC 940.78%0.93%1.13%Q4 2014Q3 201913
HORIZON FINANCIAL SERVICES, LLC 13131.97%2.97%5.08%Q2 2021Q2 202413
SALEM INVESTMENT COUNSELORS INC 13130.00%0.00%0.00%Q2 2021Q2 202413
Cedar Brook Financial Partners, LLC 12120.08%0.12%0.14%Q2 2021Q1 202412
Belmont Capital, LLC 750.00%0.02%0.03%Q2 2020Q3 202312
Cresset Asset Management, LLC 1010.00%0.01%0.02%Q1 2019Q2 202412
Brookstone Capital Management 1010.00%0.12%0.32%Q2 2016Q2 202412
FormulaFolio Investments, LLC 12120.01%0.35%0.80%Q3 2018Q2 202112
KMG FIDUCIARY PARTNERS, LLC 12120.04%0.06%0.08%Q2 2021Q1 202412
SEI INVESTMENTS CO 610.00%0.18%0.47%Q4 2014Q2 202412
AlphaCore Capital LLC 810.00%0.01%0.05%Q4 2019Q2 202412
GREAT VALLEY ADVISOR GROUP, INC. 12120.01%0.38%0.87%Q2 2021Q1 202412
EMFO, LLC 12120.01%0.10%0.28%Q2 2021Q1 202412
Vantage Investment Advisors, LLC 750.00%2.30%7.09%Q4 2013Q3 201812
Mount Lucas Management LP 930.07%0.22%0.32%Q1 2020Q2 202412
Jentner Corp 12120.33%0.35%0.38%Q4 2016Q3 201912
COMMERCE BANK 12120.00%0.01%0.04%Q3 2021Q2 202412
VAN STRUM & TOWNE INC. 12120.52%0.65%0.74%Q3 2021Q2 202412
U.S. Capital Wealth Advisors, LLC 12120.05%0.11%0.22%Q3 2021Q2 202412
Financial Engines Advisors L.L.C. 12120.04%0.05%0.06%Q3 2021Q2 202412
Adams Wealth Management 12120.80%1.63%2.37%Q1 2020Q4 202212
Heron Bay Capital Management 12120.07%0.19%0.25%Q4 2020Q3 202312
JBJ Investment Partners, LLC 12122.57%3.79%4.36%Q1 2019Q4 202112
Stratos Wealth Partners, LTD. 620.01%0.03%0.06%Q3 2016Q2 202412
Realta Investment Advisors 620.00%0.09%0.25%Q1 2019Q2 202412
Baystate Wealth Management LLC 12120.00%0.00%0.00%Q1 2021Q4 202312
Octavia Wealth Advisors, LLC 12120.04%0.46%1.58%Q3 2021Q2 202412
CAHILL FINANCIAL ADVISORS INC 12120.00%0.18%0.31%Q3 2021Q2 202412
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 12120.27%4.42%8.57%Q1 2021Q4 202312
Sound Income Strategies, LLC 1010.00%0.00%0.01%Q4 2019Q2 202412
Solitude Financial Services 12121.53%3.32%5.67%Q4 2020Q3 202312
Summit Financial Strategies, Inc. 660.04%0.11%0.29%Q1 2021Q2 202412
Focus Financial Network, Inc. 510.04%0.20%0.40%Q1 2019Q2 202412
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q3 2021Q2 202412
NewEdge Advisors, LLC 1110.00%0.02%0.02%Q2 2017Q2 202412
ALLIANCEBERNSTEIN L.P. 12120.02%0.07%0.09%Q3 2021Q2 202412
DEUTSCHE BANK AG\ 1110.00%0.00%0.00%Q2 2018Q2 202112
MSI Financial Services Inc 740.00%0.01%0.03%Q1 2014Q4 201611
CAPITAL INSIGHT PARTNERS, LLC 11110.06%0.53%0.86%Q2 2020Q4 202211
NewSquare Capital LLC 11110.00%0.19%0.57%Q4 2021Q2 202411
Upper Left Wealth Management, LLC 11113.12%4.10%5.18%Q4 2021Q2 202411
Austin Private Wealth, LLC 740.13%0.76%1.41%Q2 2021Q2 202411
Fruth Investment Management 11110.14%0.20%0.25%Q4 2021Q2 202411
OLIO Financial Planning 11111.52%3.80%7.75%Q4 2021Q2 202411
Hamilton Capital, LLC 11110.10%0.52%1.78%Q2 2020Q4 202211
Old Port Advisors 11110.10%0.13%0.16%Q4 2018Q2 202111
BESSEMER GROUP INC 710.00%0.00%0.00%Q4 2016Q4 202311
Beaumont Capital Management, LLC 11111.02%1.28%1.88%Q4 2021Q2 202411
STEPHENS GROUP ASSET MANAGEMENT, LLC 11112.45%3.05%4.01%Q4 2021Q2 202411
Laraway Financial Advisors Inc 11110.60%0.86%1.07%Q4 2021Q2 202411
Ancora Advisors LLC 810.00%0.00%0.00%Q4 2016Q2 202411
S.A. Mason LLC 11110.02%0.03%0.04%Q4 2021Q2 202411
Shearwater Capital LLC 11110.41%0.53%0.65%Q4 2021Q2 202411
Burleson & Company, LLC 11110.03%0.29%0.62%Q4 2019Q2 202211
HM PAYSON & CO 1010.00%0.00%0.02%Q4 2019Q2 202311
Washington Trust Advisors, Inc. 11110.28%0.39%0.50%Q4 2021Q2 202411
LINCOLN NATIONAL CORP 11110.01%0.66%7.19%Q4 2021Q2 202411
WEALTH MANAGEMENT RESOURCES, INC. 11110.08%2.49%5.60%Q4 2021Q2 202411
TILIA FIDUCIARY PARTNERS, INC. 11110.42%2.24%3.93%Q4 2021Q2 202411
Aletheian Wealth Advisors LLC 11110.87%1.87%4.19%Q4 2021Q2 202411
Pine Haven Investment Counsel, Inc 11110.92%1.01%1.10%Q4 2021Q2 202411
Sequoia Financial Advisors, LLC 11110.02%0.04%0.06%Q4 2021Q2 202411
LifePlan Financial Group, Inc 11110.00%0.01%0.02%Q1 2018Q3 202011
KESTRA PRIVATE WEALTH SERVICES, LLC 520.01%0.07%0.14%Q3 2020Q2 202411
Prospera Financial Services Inc 11110.01%0.05%0.08%Q4 2021Q2 202411
Ramsay, Stattman, Vela & Price, Inc. 11110.15%0.53%0.70%Q1 2021Q3 202311
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.00%Q2 2016Q4 202311
NewEdge Wealth, LLC 11110.01%0.26%0.94%Q4 2020Q2 202311
MASSMUTUAL TRUST CO FSB/ADV 1010.00%0.00%0.00%Q4 2017Q3 202011
CWS Financial Advisors, LLC 610.13%0.40%0.61%Q2 2021Q2 202411
Hexagon Capital Partners LLC 920.00%0.00%0.01%Q2 2021Q2 202411
Clearview Wealth Advisors LLC 1010.10%1.18%2.90%Q1 2021Q2 202411
Congress Wealth Management LLC / DE / 11110.04%0.06%0.07%Q4 2021Q2 202411
FULTON BREAKEFIELD BROENNIMAN LLC 11110.13%0.22%0.29%Q4 2021Q2 202411
Stonebridge Capital Advisors LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
DMC Group, LLC 11111.17%1.52%1.79%Q4 2021Q2 202411
JMAC ENTERPRISES LLC 11110.04%0.10%0.17%Q4 2021Q2 202411
SIMPLEX TRADING, LLC 710.00%0.00%0.00%Q3 2017Q2 202411
Ahrens Investment Partners LLC 11110.11%0.28%0.43%Q3 2020Q1 202311
Avantax Planning Partners, Inc. 11110.08%0.09%0.12%Q4 2021Q2 202411
JFS WEALTH ADVISORS, LLC 810.00%0.06%0.21%Q3 2019Q1 202311
Rinkey Investments 11110.19%0.32%0.51%Q4 2021Q2 202411
Strategic Blueprint, LLC 740.01%0.16%0.29%Q2 2021Q2 202411
TWO SIGMA SECURITIES, LLC 310.00%0.02%0.08%Q3 2017Q4 202311
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 11110.01%0.02%0.04%Q4 2021Q2 202411
TOMPKINS FINANCIAL CORP 1010.00%0.00%0.01%Q1 2020Q2 202411
Walker Asset Management, LLC 11110.39%0.58%0.84%Q4 2021Q2 202411
RE Dickinson Investment Advisors, LLC 11111.98%5.79%11.16%Q4 2021Q2 202411
AHL INVESTMENT MANAGEMENT, INC. 11110.61%0.78%0.93%Q4 2021Q2 202411
Ironwood Financial, llc 740.01%0.01%0.02%Q4 2014Q3 201711
Crescent Grove Advisors, LLC 11110.04%0.05%0.08%Q1 2020Q3 202211
UMB Bank, n.a. 11110.00%0.03%0.17%Q4 2021Q2 202411
Barrett Asset Management, LLC 11110.00%0.01%0.01%Q4 2016Q2 201911
ADE, LLC 11110.15%0.36%0.49%Q4 2020Q2 202311
Mattern Wealth Management LLC 11110.11%0.27%0.37%Q4 2021Q2 202411
Capital Analysts, LLC 920.00%0.01%0.04%Q3 2020Q2 202411
MADISON INVESTMENT HOLDINGS INC 11110.12%0.97%1.78%Q1 2017Q3 201911
BARCLAYS PLC 620.00%0.00%0.01%Q4 2017Q1 202411
Diversified, LLC 1010.02%2.50%9.28%Q4 2020Q2 202411
FIRST COMMUNITY TRUST NA 11110.00%0.07%0.10%Q4 2021Q2 202411
Leeward Financial Partners, LLC 11110.44%0.67%0.84%Q4 2021Q2 202411
NATIONAL BANK OF CANADA /FI/ 11110.00%0.01%0.02%Q4 2021Q2 202411
EverSource Wealth Advisors, LLC 11110.02%0.04%0.07%Q4 2021Q2 202411
Souders Financial Advisors 11110.12%1.38%1.82%Q1 2021Q3 202311
FLC Capital Advisors 920.08%1.07%3.50%Q4 2019Q1 202311
Joseph Group Capital Management 111111.54%13.17%15.33%Q4 2021Q2 202411
WealthShield Partners, LLC 10100.00%0.02%0.05%Q1 2022Q2 202410
Csenge Advisory Group 910.00%0.05%0.09%Q3 2018Q2 202410
Rockbridge Investment Management, LCC 910.00%0.02%0.07%Q2 2020Q4 202310
BNP PARIBAS FINANCIAL MARKETS 820.00%0.00%0.01%Q4 2021Q2 202410
Belpointe Asset Management LLC 10100.03%0.14%0.29%Q4 2020Q1 202310
St. Johns Investment Management Company, LLC 10100.00%0.03%0.10%Q4 2016Q1 201910
Beacon Capital Management, LLC 10100.03%0.50%1.42%Q1 2022Q2 202410
Ridgewood Investments LLC 910.00%0.23%0.33%Q2 2021Q2 202410
Huber Financial Advisors, LLC 10100.18%0.30%0.44%Q4 2017Q1 202010
HEADINVEST, LLC 640.04%0.05%0.06%Q3 2021Q2 202410
FAS Wealth Partners, Inc. 10100.00%0.01%0.01%Q2 2021Q3 202310
Antonetti Capital Management LLC 910.00%0.20%0.63%Q2 2010Q3 202310
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 10100.12%0.25%0.76%Q1 2022Q2 202410
Cutler Group LLC / CA 310.00%0.00%0.00%Q4 2016Q1 202410
D.B. Root & Company, LLC 10100.10%0.29%0.62%Q4 2019Q1 202210
InterOcean Capital Group, LLC 510.01%0.01%0.02%Q1 2021Q1 202410
Mayflower Financial Advisors, LLC 10100.04%0.20%0.42%Q1 2022Q2 202410
Ameritas Advisory Services, LLC 640.02%0.03%0.06%Q4 2021Q2 202410
SJS Investment Consulting Inc. 820.00%0.05%0.21%Q4 2021Q2 202410
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 910.00%0.01%0.01%Q4 2019Q2 202410
COLDSTREAM CAPITAL MANAGEMENT INC 730.01%0.02%0.03%Q4 2021Q2 202410
DELTA ASSET MANAGEMENT LLC/TN 730.00%0.00%0.00%Q2 2021Q2 202410
MD Financial Management Inc. 10102.67%3.95%6.17%Q3 2019Q4 202110
1832 Asset Management L.P. 910.00%0.09%0.16%Q2 2019Q1 202410
Parcion Private Wealth LLC 910.02%0.10%0.32%Q4 2019Q2 202210
PEAPACK GLADSTONE FINANCIAL CORP 10100.00%0.00%0.01%Q3 2021Q4 202310
Lenox Wealth Advisors, LLC 10100.00%0.00%0.01%Q3 2019Q4 202110
Stockman Wealth Management, Inc. 10100.09%0.19%0.39%Q4 2016Q1 201910
Cannell & Spears LLC 10100.02%0.03%0.06%Q1 2020Q2 202210
AlphaCentric Advisors LLC 730.02%0.04%0.07%Q2 2020Q2 202410
Certified Advisory Corp 730.00%0.14%0.32%Q4 2019Q3 202210
H&H Retirement Design & Management INC 810.13%2.65%4.36%Q3 2020Q2 202310
Atria Wealth Solutions, Inc. 10100.01%0.03%0.09%Q1 2022Q2 202410
LifeGuide Financial Advisors, LLC 101011.84%18.72%23.92%Q1 2022Q2 202410
Truvestments Capital LLC 320.00%0.03%0.10%Q1 2019Q3 202210
MV CAPITAL MANAGEMENT, INC. 10100.01%0.01%0.01%Q2 2020Q3 202210
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 910.00%0.01%0.02%Q3 2018Q1 202210
SVB Investment Services Inc. 10107.97%9.44%11.90%Q4 2019Q1 202210
Lloyd Advisory Services, LLC. 640.00%0.52%1.69%Q4 2019Q4 202210
GSB Wealth Management, LLC 10100.08%0.20%0.38%Q1 2021Q2 202310
Laidlaw Wealth Management LLC 820.09%0.17%0.25%Q3 2020Q3 202310
Roof Eidam Maycock Peralta, LLC 410.06%1.41%5.69%Q4 2014Q3 202210
Virtu KCG Holdings LLC 610.00%0.02%0.04%Q3 2013Q3 201610
PARK AVENUE SECURITIES LLC 520.00%0.01%0.01%Q4 2020Q4 202310
SCHMIDT P J INVESTMENT MANAGEMENT INC 10100.05%0.14%0.18%Q3 2020Q4 202210
Blume Capital Management, Inc. 550.02%0.06%0.10%Q1 2021Q2 202410
BENNICAS & ASSOCIATES, INC. 10100.58%0.81%0.95%Q3 2020Q4 202210
Vise Technologies, Inc. 10100.68%1.27%1.93%Q1 2022Q2 202410
PFG Advisors 510.03%0.11%0.29%Q2 2020Q3 202310
Allspring Global Investments Holdings, LLC 10100.00%0.02%0.06%Q4 2021Q1 202410
Northwest Capital Management Inc 550.01%0.78%2.70%Q4 2017Q2 202410
THEORY FINANCIAL LLC 732.74%4.71%8.80%Q4 2021Q2 202410
First Heartland Consultants, Inc. 910.05%0.10%0.24%Q4 2018Q2 202410
Western Wealth Management, LLC 910.03%0.12%0.18%Q2 2021Q4 202310
Walker Financial Services, Inc. 10109.84%17.22%38.30%Q1 2022Q2 202410
Horst & Graben Wealth Management LLC 10100.05%1.21%2.95%Q2 2021Q3 202310
Covenant Asset Management, LLC 10100.24%0.51%0.73%Q2 2021Q3 202310
PHILLIPS FINANCIAL MANAGEMENT, LLC 810.04%0.06%0.08%Q1 2022Q2 20249
Pinnacle Summer Investments, Inc. 810.00%0.00%0.01%Q2 2013Q3 20159
OLIVER LAGORE VANVALIN INVESTMENT GROUP 540.00%0.01%0.03%Q1 2022Q2 20249
FLPUTNAM INVESTMENT MANAGEMENT CO 990.01%0.01%0.02%Q2 2021Q2 20239
Arkadios Wealth Advisors 540.01%0.05%0.13%Q4 2020Q2 20249
Horan Securities, Inc. 630.03%0.04%0.05%Q4 2020Q1 20239
AVAII WEALTH MANAGEMENT, LLC 810.22%0.32%0.45%Q1 2022Q2 20249
Aspire Wealth Management Corp 990.00%0.07%0.15%Q4 2021Q4 20239
SG Americas Securities, LLC 710.01%0.02%0.11%Q1 2016Q4 20219
PRINCIPAL FINANCIAL GROUP INC 810.00%0.01%0.03%Q1 2021Q2 20249
Camarda Financial Advisors, LLC 610.00%0.07%0.27%Q2 2013Q2 20199
Denver PWM, LLC 630.14%0.16%0.18%Q2 2019Q1 20249
LAFFER TENGLER INVESTMENTS, INC. 520.00%0.00%0.01%Q2 2020Q2 20249
Coastwise Capital Group, LLC 990.27%0.34%0.43%Q2 2022Q2 20249
CoreCap Advisors, LLC 540.01%0.39%1.82%Q4 2021Q1 20249
Elm Partners Management LLC 810.00%3.44%7.02%Q1 2022Q2 20249
Scarborough Advisors, LLC 990.10%4.34%8.36%Q4 2021Q4 20239
PRW Wealth Management LLC 510.22%0.31%0.42%Q1 2020Q1 20239
PFS INVESTMENTS INC. 990.25%0.42%0.88%Q4 2018Q4 20209
JEPPSON WEALTH MANAGEMENT, LLC 990.13%2.55%6.66%Q3 2020Q3 20229
Simplicity Solutions, LLC 610.06%0.24%0.37%Q2 2017Q2 20229
TrueWealth Advisors, LLC 990.26%0.71%0.90%Q2 2022Q2 20249
Equitable Holdings, Inc. 990.00%0.01%0.02%Q2 2022Q2 20249
EVOKE WEALTH, LLC 990.49%5.09%8.66%Q2 2022Q2 20249
Newbridge Financial Services Group, Inc. 720.00%0.01%0.02%Q3 2021Q4 20239
Human Investing LLC 420.05%0.08%0.11%Q4 2020Q3 20239
Security Financial Services, INC. 540.08%0.46%1.18%Q4 2021Q2 20249
Horizons Wealth Management 990.08%0.41%0.62%Q2 2022Q2 20249
Firestone Capital Management 990.15%0.27%0.34%Q4 2019Q4 20219
Independent Advisor Alliance 710.01%0.06%0.33%Q4 2018Q1 20249
FRG Family Wealth Advisors LLC 810.03%0.23%0.44%Q4 2021Q1 20249
PLANNING DIRECTIONS INC 990.24%0.77%1.22%Q2 2021Q2 20239
HBC Financial Services, PLLC 990.00%0.00%0.02%Q4 2019Q4 20219
PRIVATE TRUST CO NA 990.01%0.02%0.06%Q2 2022Q2 20249
Commonwealth Equity Services, Inc 540.01%0.01%0.01%Q3 2014Q3 20179
Summit Financial, LLC 990.02%0.05%0.12%Q2 2022Q2 20249
Connectus Wealth, LLC 330.01%0.50%1.25%Q1 2021Q1 20249
Twele Capital Management, Inc. 990.13%0.14%0.15%Q2 2013Q2 20159
Venturi Wealth Management, LLC 630.08%0.87%1.75%Q1 2016Q1 20209
Summit Trail Advisors, LLC 990.10%0.22%0.39%Q2 2022Q2 20249
361 CAPITAL LLC 990.29%0.52%1.04%Q2 2018Q2 20209
Pensionmark Financial Group, LLC 810.05%0.09%0.14%Q4 2020Q2 20249
OPTIMUM INVESTMENT ADVISORS 540.00%0.01%0.01%Q3 2018Q2 20219
Visionary Wealth Advisors 720.06%0.27%0.47%Q1 2022Q2 20249
NWK Group, Inc. 810.00%0.00%0.02%Q2 2021Q2 20249
Knowledge Leaders Capital, LLC 996.41%16.17%24.02%Q4 2019Q4 20219
Carroll Financial Associates, Inc. 630.00%0.00%0.00%Q2 2015Q1 20209
Lowe Wealth Advisors, LLC 990.01%0.01%0.01%Q1 2022Q1 20249
Laurel Wealth Advisors, Inc. 810.05%0.31%0.99%Q3 2019Q4 20229
CAROLINAS WEALTH CONSULTING LLC 990.00%0.01%0.01%Q4 2021Q4 20239
Raleigh Capital Management Inc. 720.00%0.01%0.04%Q1 2022Q2 20249
MONUMENTAL FINANCIAL GROUP INC. 710.08%4.57%9.46%Q1 2021Q1 20238
Covestor Ltd 880.12%0.15%0.18%Q3 2022Q2 20248
Bridgeworth, LLC 710.00%1.26%3.82%Q2 2018Q4 20238
OGOREK ANTHONY JOSEPH /NY/ /ADV 880.01%0.01%0.01%Q1 2021Q4 20228
Red Tortoise LLC 710.01%1.53%1.85%Q3 2021Q2 20248
HARTLINE INVESTMENT CORP/ 880.04%0.10%0.48%Q4 2020Q3 20228
Cranbrook Wealth Management, LLC 880.12%0.13%0.15%Q4 2020Q3 20228
BCS Wealth Management 880.10%0.16%0.24%Q4 2020Q3 20228
West Financial Advisors, LLC 880.01%0.01%0.02%Q4 2020Q3 20228
Colonial Trust Co / SC 880.01%0.03%0.09%Q3 2022Q2 20248
CARDIFF PARK ADVISORS, LLC 530.00%0.03%0.08%Q4 2021Q2 20248
O'Dell Group, LLC 710.00%2.32%3.83%Q1 2021Q2 20238
EP Wealth Advisors, LLC 310.00%0.01%0.02%Q1 2021Q2 20248
GIRARD SECURITIES, INC. 880.47%1.77%3.55%Q4 2015Q3 20178
Topel & Distasi Wealth Management, LLC 530.10%0.43%0.68%Q4 2021Q2 20248
WEST PACES ADVISORS INC. 510.00%0.28%1.41%Q4 2016Q3 20228
FIDUCIENT ADVISORS LLC 620.02%0.10%0.15%Q3 2019Q4 20238
Penserra Capital Management LLC 710.00%0.01%0.02%Q1 2020Q1 20238
AllGen Financial Advisors, Inc. 881.68%7.88%12.40%Q4 2020Q3 20228
Intergy Private Wealth, LLC 880.34%0.56%0.67%Q2 2022Q1 20248
ADIRONDACK TRUST CO 880.01%0.01%0.02%Q1 2021Q4 20228
Covenant Multifamily Offices, LLC 880.04%0.23%1.13%Q1 2019Q4 20208
CULLEN/FROST BANKERS, INC. 620.00%0.00%0.00%Q1 2021Q2 20248
Cooper Financial Group 880.06%0.22%0.99%Q1 2021Q4 20228
West Family Investments, Inc. 422.74%3.10%3.74%Q3 2021Q2 20248
Galvin, Gaustad & Stein, LLC 880.16%0.24%0.28%Q3 2022Q2 20248
Journey Advisory Group, LLC 880.09%0.13%0.19%Q3 2022Q2 20248
Householder Group Estate & Retirement Specialist, LLC 410.01%0.07%0.16%Q1 2022Q2 20248
McLean Asset Management Corp 880.29%1.14%1.59%Q3 2022Q2 20248
WealthStone, Inc. 880.56%0.96%1.50%Q2 2019Q1 20218
BROWN, LISLE/CUMMINGS, INC. 880.00%0.00%0.00%Q3 2022Q2 20248
Altium Wealth Management LLC 880.04%0.50%0.76%Q2 2020Q1 20228
Crewe Advisors LLC 880.00%0.00%0.01%Q3 2022Q2 20248
CENTAURUS FINANCIAL, INC. 880.01%0.09%0.20%Q2 2021Q1 20238
Braun-Bostich & Associates Inc. 530.42%0.90%1.20%Q2 2022Q2 20248
Orion Portfolio Solutions, LLC 410.00%0.03%0.06%Q4 2019Q2 20248
Ten Capital Wealth Advisors, LLC 530.00%0.00%0.01%Q1 2021Q1 20238
SILVER OAK SECURITIES, INCORPORATED 530.02%0.08%0.25%Q1 2022Q2 20248
XML Financial, LLC 880.17%0.27%0.40%Q3 2020Q2 20228
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 880.05%0.07%0.18%Q4 2019Q3 20218
Ranch Capital Advisors Inc. 880.01%0.01%0.01%Q4 2019Q3 20218
TNF LLC 880.10%0.90%1.73%Q3 2021Q2 20238
Destination Wealth Management 620.00%0.01%0.01%Q1 2018Q2 20228
BARRETT & COMPANY, INC. 880.17%0.22%0.26%Q3 2022Q2 20248
Empowered Funds, LLC 620.03%0.58%2.04%Q1 2022Q2 20248
Fortis Advisors, LLC 620.01%0.02%0.04%Q2 2019Q4 20228
Intellectus Partners, LLC 880.15%0.19%0.24%Q4 2020Q3 20228
Tradition Wealth Management, LLC 410.00%0.00%0.00%Q4 2020Q3 20237
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.02%0.03%0.06%Q2 2022Q4 20237
Integre Asset Management, LLC 770.19%0.24%0.26%Q2 2018Q4 20197
REBALANCE, LLC 770.35%0.44%0.58%Q4 2022Q2 20247
Lucia Wealth Services, LLC 770.27%1.34%2.68%Q3 2018Q1 20207
Range Financial Group LLC 770.15%0.30%0.48%Q3 2021Q1 20237
Weaver Consulting Group 770.00%0.00%0.00%Q1 2019Q3 20207
Tempus Wealth Planning, LLC 770.09%0.12%0.16%Q4 2022Q2 20247
STALEY CAPITAL ADVISERS INC 770.09%0.11%0.14%Q2 2020Q4 20217
Valtinson Bruner Financial Planning LLC 770.08%1.45%3.12%Q4 2022Q2 20247
Modera Wealth Management, LLC 520.01%0.16%0.34%Q4 2021Q2 20247
Farther Finance Advisors, LLC 770.02%0.05%0.10%Q4 2022Q2 20247
WFA Asset Management Corp 770.00%3.53%7.93%Q4 2021Q2 20237
Simplicity Wealth,LLC 410.01%1.20%2.97%Q4 2021Q2 20247
Q3 Asset Management 311.01%1.82%3.36%Q2 2018Q1 20227
KAVAR CAPITAL PARTNERS GROUP, LLC 310.10%0.15%0.26%Q4 2020Q3 20237
MONEY CONCEPTS CAPITAL CORP 520.00%0.03%0.10%Q4 2020Q4 20227
Strategic Investment Advisors / MI 770.11%0.13%0.16%Q4 2020Q2 20227
CIBC Private Wealth Group LLC 210.00%0.00%0.00%Q1 2017Q2 20247
Indie Asset Partners, LLC 770.19%0.21%0.24%Q2 2021Q4 20227
Concord Wealth Partners 430.00%0.00%0.00%Q4 2021Q3 20237
Greystone Financial Group, LLC 772.68%4.17%5.73%Q4 2020Q2 20227
Ascent Group, LLC 770.02%0.04%0.05%Q4 2021Q2 20237
FIRST MANHATTAN CO. LLC. 770.00%0.00%0.00%Q4 2021Q2 20237
Genesee Capital Advisors, LLC 770.26%0.31%0.33%Q3 2021Q1 20237
ANDERSON HOAGLAND & CO 770.04%1.98%3.53%Q1 2021Q3 20227
Grey Fox Wealth Advisors, LLC 770.99%1.38%1.92%Q4 2022Q2 20247
Onyx Bridge Wealth Group LLC 770.28%0.40%0.51%Q4 2020Q2 20227
PBMares Wealth Management LLC 410.06%0.12%0.23%Q3 2021Q4 20237
Wealth Management Solutions, LLC 770.54%4.59%8.95%Q1 2022Q3 20237
Gratus Capital, LLC 310.01%0.02%0.02%Q4 2021Q2 20247
ARKANSAS FINANCIAL GROUP, INC. 770.38%0.45%0.52%Q4 2022Q2 20247
INNEALTA CAPITAL, LLC 610.00%0.21%0.32%Q1 2021Q2 20247
Transform Wealth, LLC 610.02%0.03%0.05%Q2 2021Q1 20237
Maltin Wealth Management, Inc. 770.23%0.53%0.90%Q4 2022Q2 20247
MYECFO, LLC 770.53%0.69%0.93%Q4 2022Q2 20247
Global Trust Asset Management, LLC 610.00%0.00%0.01%Q4 2018Q1 20227
Gateway Advisory, LLC 610.85%0.88%0.98%Q2 2013Q4 20217
Copperleaf Capital, LLC 770.26%0.81%1.01%Q1 2021Q3 20227
Meridian Wealth Management, LLC 610.02%0.12%0.22%Q2 2019Q3 20237
Mid-American Wealth Advisory Group, Inc. 520.16%1.72%4.92%Q4 2021Q2 20247
SUNTRUST BANKS INC 770.04%0.08%0.08%Q1 2018Q3 20197
North Star Investment Management Corp. 770.01%0.01%0.01%Q4 2021Q2 20237
Financial Freedom, LLC 770.57%1.83%3.46%Q4 2022Q2 20247
Rice Partnership, LLC 610.00%0.02%0.02%Q2 2021Q1 20247
Freedom Investment Management, Inc. 410.02%0.08%0.20%Q1 2020Q2 20247
Blue Trust, Inc. 610.00%0.00%0.00%Q3 2022Q2 20247
PRIVATE CAPITAL MANAGEMENT LLC 770.17%0.27%0.46%Q4 2020Q2 20227
Cassady Schiller Wealth Management, LLC 770.00%0.00%0.00%Q4 2022Q2 20247
IEQ CAPITAL, LLC 770.01%0.02%0.04%Q1 2022Q3 20237
LODESTAR PRIVATE ASSET MANAGEMENT LLC 770.11%0.25%0.36%Q4 2022Q2 20247
ALBION FINANCIAL GROUP /UT 610.01%0.01%0.01%Q4 2021Q4 20237
MATHER GROUP, LLC. 410.00%0.03%0.08%Q2 2021Q2 20247
UNITED BANK 773.53%6.03%6.97%Q1 2021Q3 20227
Merriman Wealth Management, LLC 410.08%0.47%0.71%Q1 2020Q1 20247
MEEDER ASSET MANAGEMENT INC 520.00%0.00%0.01%Q4 2019Q1 20227
Richard W. Paul & Associates, LLC 770.00%0.00%0.01%Q4 2022Q2 20247
Foster Victor Wealth Advisors, LLC 610.02%0.72%1.31%Q4 2021Q4 20237
LGT Financial Advisors LLC 770.02%0.09%0.17%Q4 2022Q2 20247
WHITENER CAPITAL MANAGEMENT, INC. 520.01%0.01%0.01%Q4 2017Q3 20197
SageView Advisory Group, LLC 770.01%0.04%0.07%Q4 2022Q2 20247
HB Wealth Management, LLC 520.00%0.01%0.01%Q4 2021Q1 20247
Baron Financial Group, LLC 770.00%0.00%0.02%Q3 2020Q1 20227
First Command Advisory Services, Inc. 310.00%0.00%0.00%Q4 2020Q2 20247
REGENTATLANTIC CAPITAL LLC 430.01%0.02%0.04%Q1 2017Q4 20217
Strategic Advisors LLC 770.12%0.86%1.07%Q2 2017Q4 20187
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 770.51%0.57%0.69%Q3 2018Q1 20207
Altiora Financial Group, LLC 770.15%1.65%3.24%Q4 2022Q2 20247
Jaffetilchin Investment Partners, LLC 770.05%0.18%0.74%Q4 2022Q2 20247
Red Wave Investments LLC 770.09%0.15%0.20%Q4 2022Q2 20247
HCR Wealth Advisors 610.00%0.76%0.97%Q4 2020Q2 20247
Seelaus Asset Management LLC 770.17%0.19%0.20%Q2 2021Q4 20227
DUNCKER STREETT & CO INC 770.21%0.54%0.68%Q4 2017Q2 20197
WADE G W & INC 770.01%0.01%0.02%Q1 2021Q3 20227
NIXON PEABODY TRUST CO 770.21%0.52%0.75%Q2 2018Q4 20197
Kades & Cheifetz LLC 771.21%1.46%1.71%Q4 2022Q2 20247
BRANDYWINE OAK PRIVATE WEALTH LLC 772.17%3.75%6.08%Q2 2020Q4 20217
WHITTIER TRUST CO OF NEVADA INC 770.00%0.00%0.00%Q4 2022Q2 20247
ClearBridge Investments 770.00%0.00%0.00%Q4 2018Q2 20207
Faithward Advisors, LLC 770.01%0.02%0.04%Q3 2021Q1 20237
Johnson Financial Group, Inc. 310.00%0.00%0.01%Q2 2021Q4 20237
TOWNSQUARE CAPITAL LLC 410.00%0.01%0.01%Q3 2020Q2 20247
Eudaimonia Partners, LLC 410.01%0.44%0.90%Q4 2019Q2 20227
WFG Advisors, LP 520.00%0.00%0.01%Q4 2013Q2 20177
Evolution Advisers, Inc. 770.00%0.01%0.08%Q1 2022Q3 20237
Corient Private Wealth LLC 770.00%0.00%0.01%Q4 2022Q2 20247
ALM First Financial Advisors, LLC 773.46%3.66%3.89%Q4 2022Q2 20247
Northern Capital Management, Inc. 520.26%1.43%3.06%Q4 2020Q1 20237
Vectors Research Management, LLC 410.00%0.02%0.06%Q4 2019Q1 20237
Roble, Belko & Company, Inc 430.00%0.01%0.02%Q1 2015Q2 20247
NORTHERN CAPITAL MANAGEMENT LLC 660.22%0.44%0.61%Q3 2017Q4 20186
ENTERPRISE FINANCIAL SERVICES CORP 660.08%1.65%2.12%Q3 2020Q4 20216
Hurlow Wealth Management Group, Inc. 660.16%0.43%0.76%Q3 2019Q4 20206
Marquette Asset Management, LLC 660.01%0.02%0.03%Q1 2019Q2 20206
Core Wealth Advisors, Inc. 660.01%0.01%0.01%Q3 2020Q4 20216
Mirae Asset Global Investments Co., Ltd. 660.00%0.01%0.02%Q4 2019Q1 20216
Cornerstone Planning Group LLC 510.00%0.00%0.01%Q4 2022Q2 20246
Perfromance Wealth Partners, LLC 660.05%0.18%0.26%Q1 2023Q2 20246
DFPG INVESTMENTS, LLC 420.03%0.07%0.10%Q3 2021Q1 20236
Fi3 FINANCIAL ADVISORS, LLC 660.21%2.71%4.13%Q1 2023Q2 20246
Revisor Wealth Management LLC 660.65%0.84%0.99%Q1 2023Q2 20246
Koss-Olinger Consulting, LLC 510.09%0.13%0.19%Q4 2022Q2 20246
Jacobi Capital Management LLC 660.00%0.00%0.00%Q2 2020Q3 20216
Glass Jacobson Investment Advisors llc 510.02%0.03%0.05%Q4 2022Q2 20246
Birchcreek Wealth Management, LLC 660.20%0.62%2.40%Q4 2020Q1 20226
Castleview Partners, LLC 330.00%0.01%0.02%Q4 2021Q2 20246
Merk Investments LLC 660.33%0.87%1.48%Q2 2022Q3 20236
Leelyn Smith, LLC 660.00%0.00%0.00%Q3 2020Q4 20216
Passive Capital Management, LLC. 661.51%2.37%3.21%Q4 2021Q1 20236
CREDIT SUISSE AG/ 660.00%0.00%0.00%Q4 2022Q1 20246
MAKENA CAPITAL MANAGEMENT LLC 332.28%14.47%35.51%Q1 2017Q3 20186
Teamwork Financial Advisors, LLC 660.06%0.11%0.18%Q2 2021Q3 20226
LexAurum Advisors, LLC 660.11%0.28%0.60%Q2 2021Q3 20226
IVC Wealth Advisors LLC 310.11%0.14%0.19%Q1 2022Q2 20246
DDD Partners, LLC 660.03%0.29%0.83%Q4 2020Q1 20226
ONE Advisory Partners, LLC 420.52%1.11%1.66%Q2 2022Q2 20246
Plante Moran Financial Advisors, LLC 310.00%0.00%0.01%Q3 2019Q2 20246
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Aurora Private Wealth, Inc. 660.94%2.39%3.79%Q2 2021Q3 20226
HERITAGE WEALTH MANAGEMENT, LLC 420.00%0.06%0.10%Q2 2021Q4 20226
BerganKDV Wealth Management, LLC 210.00%0.00%0.01%Q4 2019Q4 20226
Baker Ellis Asset Management LLC 660.06%0.29%0.38%Q2 2021Q3 20226
Live Oak Investment Partners 510.00%5.63%8.91%Q4 2022Q2 20246
Empower Advisory Group, LLC 662.27%2.71%3.26%Q1 2023Q2 20246
Spectrum Planning & Advisory Services Inc. 660.31%1.86%3.14%Q3 2021Q4 20226
Blue Fin Capital, Inc. 510.10%0.36%0.52%Q4 2022Q2 20246
Hilltop Holdings Inc. 660.12%0.20%0.24%Q2 2020Q3 20216
WBI INVESTMENTS, LLC 660.24%0.30%0.43%Q1 2023Q2 20246
Lindbrook Capital, LLC 660.00%0.00%0.00%Q3 2022Q4 20236
OPPENHEIMER & CO INC 660.01%0.01%0.02%Q3 2021Q4 20226
VSR Financial Services, Inc. 660.07%0.20%0.24%Q4 2014Q1 20166
Keebeck Wealth Management, LLC 660.03%0.07%0.10%Q1 2022Q2 20236
Cape Investment Advisory, Inc. 660.02%0.03%0.03%Q1 2023Q2 20246
Acorn Wealth Advisors, LLC 660.62%0.68%0.74%Q4 2017Q1 20196
Ellenbecker Investment Group 660.59%0.67%0.74%Q1 2023Q2 20246
Clear Perspectives Financial Planning, LLC 661.33%4.85%7.30%Q4 2020Q1 20226
Veracity Capital LLC 660.36%0.37%0.40%Q1 2023Q2 20246
SIMON QUICK ADVISORS, LLC 660.01%0.01%0.02%Q4 2020Q1 20226
Sonora Investment Management, LLC 410.00%0.00%0.01%Q2 2016Q4 20206
QUADRANT CAPITAL GROUP LLC 420.02%0.02%0.02%Q4 2020Q3 20226
Olistico Wealth, LLC 510.10%0.27%0.40%Q4 2022Q2 20246
HRT FINANCIAL LP 310.00%0.01%0.01%Q3 2019Q3 20236
Sound Stewardship, LLC 660.16%0.20%0.24%Q4 2022Q1 20246
55I, LLC 510.03%0.30%0.76%Q1 2020Q1 20226
Abbrea Capital, LLC 660.10%0.22%0.28%Q1 2023Q2 20246
ISLAY CAPITAL MANAGEMENT, LLC 660.09%0.11%0.14%Q4 2019Q1 20216
BTS Asset Management, Inc. 660.12%0.73%2.19%Q2 2021Q3 20226
Beaird Harris Wealth Management, LLC 660.00%0.00%0.01%Q4 2021Q1 20236
Leading Edge Financial Planning LLC 660.09%0.49%0.98%Q4 2022Q1 20246
PrairieView Partners, LLC 660.01%0.01%0.01%Q1 2022Q2 20236
Ellis Investment Partners, LLC 660.01%0.02%0.02%Q2 2021Q3 20226
KEYSTONE WEALTH PARTNERS 666.86%8.21%9.22%Q4 2020Q1 20226
Avestar Capital, LLC 660.51%0.78%0.92%Q1 2018Q2 20196
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 660.00%0.00%0.00%Q2 2018Q3 20196
Center for Financial Planning, Inc. 660.00%0.00%0.00%Q1 2022Q2 20236
Cypress Wealth Services, LLC 420.06%0.09%0.12%Q3 2020Q2 20246
DAGCO, INC. 510.03%0.88%1.41%Q4 2020Q4 20236
Freestone Capital Holdings, LLC 660.01%0.02%0.03%Q3 2020Q4 20216
Spectrum Management Group, LLC 660.01%0.05%0.08%Q4 2019Q1 20216
Clay Northam Wealth Management, LLC 660.34%0.45%0.63%Q4 2021Q1 20236
Sunbelt Securities, Inc. 660.00%0.01%0.01%Q1 2023Q2 20246
Freedman Financial Associates, Inc. 660.01%0.01%0.02%Q4 2020Q1 20226
QCI ASSET MANAGEMENT INC/NY 661.33%1.41%1.52%Q2 2020Q3 20216
CYPRESS FINANCIAL PLANNING LLC 660.12%0.70%1.99%Q2 2022Q3 20236
Kaizen Financial Strategies 410.27%1.46%2.11%Q1 2021Q4 20226
Addison Advisors LLC 510.00%0.00%0.00%Q1 2022Q4 20236
Paulson Wealth Management Inc. 660.11%1.93%3.74%Q4 2020Q1 20226
Values First Advisors, Inc. 660.51%0.65%0.82%Q2 2021Q3 20226
Cordasco Financial Network 410.00%0.00%0.00%Q4 2017Q4 20216
Better Money Decisions, LLC 410.10%3.03%5.34%Q3 2021Q4 20225
Prostatis Group LLC 410.05%0.30%0.62%Q1 2020Q2 20235
Nalls Sherbakoff Group, LLC 410.83%0.90%0.96%Q4 2018Q4 20235
Evercore Wealth Management, LLC 410.00%0.00%0.01%Q1 2017Q2 20185
AAF Wealth Management, LLC 550.16%0.18%0.19%Q1 2022Q1 20235
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.01%0.05%Q1 2018Q2 20225
Econ Financial Services Corp 320.17%1.20%2.62%Q1 2022Q2 20245
Strategic Asset Management, LLC 550.16%0.37%0.56%Q3 2021Q3 20225
Pathway Financial Advisers, LLC 320.01%0.01%0.02%Q4 2022Q1 20245
Apeiron RIA LLC 550.05%0.44%0.73%Q4 2021Q4 20225
Personal Capital Advisors Corp 550.03%1.64%2.18%Q4 2021Q4 20225
McNaughton Wealth Management, LLC 550.73%1.43%1.64%Q2 2023Q2 20245
BAKER TILLY WEALTH MANAGEMENT, LLC 550.04%0.06%0.11%Q3 2021Q3 20225
KANAWHA CAPITAL MANAGEMENT LLC 550.02%0.02%0.02%Q1 2021Q1 20225
WealthPlan Investment Management, LLC 410.00%0.26%1.09%Q1 2022Q2 20235
Allegis Investment Advisors, LLC 550.07%0.27%0.37%Q4 2015Q4 20165
OLD MISSION CAPITAL LLC 310.01%0.10%0.24%Q2 2019Q3 20235
CITIZENS FINANCIAL GROUP INC/RI 210.00%0.06%0.26%Q2 2019Q4 20235
CIC Wealth, LLC 550.08%0.10%0.11%Q4 2022Q4 20235
GYL FINANCIAL SYNERGIES, LLC 550.02%0.02%0.02%Q2 2023Q2 20245
Goodwin Investment Advisory 320.02%1.61%2.71%Q3 2021Q2 20245
Global Financial Private Capital, Inc 550.03%0.04%0.04%Q2 2019Q2 20205
BADGLEY PHELPS & BELL INC 550.02%0.57%0.71%Q2 2020Q2 20215
CHILTON CAPITAL MANAGEMENT LLC 550.00%0.00%0.00%Q2 2023Q2 20245
PEAK FINANCIAL ADVISORS LLC 550.23%3.30%8.67%Q3 2021Q3 20225
Oxinas Partners Wealth Management LLC 550.30%1.34%2.82%Q2 2022Q2 20235
OLD SECOND NATIONAL BANK OF AURORA 320.00%0.00%0.00%Q2 2021Q3 20225
RFG Advisory, LLC 410.01%0.02%0.02%Q4 2021Q1 20235
RESOLUTE FINANCIAL, LLC 550.27%0.37%0.50%Q4 2021Q4 20225
Royal Fund Management, LLC 210.00%0.19%0.60%Q4 2018Q4 20225
Atlas Private Wealth Advisors 410.00%0.01%0.02%Q2 2020Q3 20215
Curran Financial Partners, LLC 550.47%0.63%0.81%Q4 2021Q4 20225
Archer Investment Corp 550.00%0.00%0.00%Q2 2023Q2 20245
SUMITOMO LIFE INSURANCE CO 550.36%0.65%0.92%Q2 2023Q2 20245
Arcataur Capital Management LLC 550.85%0.98%1.15%Q2 2023Q2 20245
People's United Financial, Inc. 550.00%0.00%0.00%Q2 2016Q2 20175
Well Done, LLC 550.04%0.05%0.05%Q4 2021Q4 20225
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.01%0.01%0.01%Q3 2020Q3 20235
MONECO Advisors, LLC 550.05%0.08%0.11%Q2 2023Q2 20245
Truadvice, LLC 550.13%0.20%0.31%Q2 2021Q2 20225
Compagnie Lombard Odier SCmA 550.10%0.11%0.12%Q3 2016Q3 20175
HBW ADVISORY SERVICES LLC 410.07%0.10%0.12%Q3 2020Q4 20215
Diversified Portfolios, Inc. 550.05%0.17%0.28%Q2 2022Q2 20235
Busey Bank 550.01%0.02%0.02%Q2 2021Q2 20225
10-15 ASSOCIATES, INC. 550.05%0.21%0.62%Q2 2017Q2 20185
Ameritas Investment Company, LLC 320.01%0.01%0.02%Q4 2019Q3 20215
Bell Investment Advisors, Inc 210.00%0.00%0.00%Q3 2021Q2 20245
WASHINGTON TRUST BANK 550.01%0.01%0.01%Q3 2014Q3 20155
Zullo Investment Group, Inc. 550.12%0.21%0.34%Q4 2021Q4 20225
Sowa Financial Group, Inc. 550.01%0.04%0.05%Q4 2019Q4 20205
Yoder Wealth Management, Inc. 550.31%0.38%0.47%Q2 2023Q2 20245
SECURITY NATIONAL TRUST CO 550.01%0.01%0.01%Q4 2019Q4 20205
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 410.00%0.01%0.01%Q3 2019Q4 20215
West Wealth Group, LLC 550.37%2.01%3.77%Q4 2021Q4 20225
Riggs Asset Managment Co. Inc. 410.00%0.00%0.01%Q3 2014Q3 20205
Versant Capital Management, Inc 210.00%0.01%0.02%Q3 2021Q2 20245
Good Life Advisors, LLC 550.02%0.04%0.04%Q4 2021Q4 20225
ASPIRIANT, LLC 310.03%0.39%0.90%Q1 2017Q3 20205
YHB Investment Advisors, Inc. 550.02%0.26%0.40%Q2 2021Q2 20225
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 552.21%4.95%5.90%Q4 2017Q4 20185
Santori & Peters, Inc. 320.12%0.13%0.15%Q3 2020Q1 20225
DOWLING & YAHNKE LLC 550.01%0.01%0.01%Q2 2021Q2 20225
TRANSCEND CAPITAL ADVISORS, LLC 550.03%0.04%0.06%Q3 2021Q3 20225
Midwest Heritage Bank, FSB 550.35%0.43%0.47%Q4 2021Q4 20225
Proficio Capital Partners LLC 550.00%0.00%0.00%Q2 2018Q2 20195
GRAND WEALTH MANAGEMENT, LLC 550.16%0.29%0.33%Q4 2021Q4 20225
WESTERN FINANCIAL Corp 550.22%0.31%0.41%Q3 2021Q3 20225
Beacon Bridge Wealth Partners, LLC 550.11%0.15%0.21%Q4 2022Q4 20235
JONES FINANCIAL COMPANIES LLLP 210.00%0.00%0.00%Q4 2021Q2 20245
Rappaport Reiches Capital Management, LLC 550.10%0.17%0.24%Q1 2022Q1 20235
Qube Research & Technologies Ltd 410.00%0.08%0.32%Q2 2021Q2 20235
WR Wealth Planners, LLC 320.00%0.01%0.01%Q1 2023Q2 20245
Sage Mountain Advisors LLC 310.00%0.00%0.00%Q4 2022Q2 20245
Fisher Asset Management, LLC 210.00%0.00%0.00%Q2 2020Q1 20245
OARSMAN CAPITAL, INC. 550.11%0.73%1.45%Q1 2022Q1 20235
TCWP LLC 550.10%0.77%1.39%Q4 2021Q4 20225
NORTHERN TRUST CORP 210.00%0.00%0.00%Q1 2021Q3 20235
Hoover Financial Advisors, Inc. 550.01%0.02%0.02%Q2 2020Q2 20215
Clearstead Trust, LLC 550.01%0.02%0.02%Q2 2023Q2 20245
Asset Allocation Strategies LLC 210.10%0.20%0.27%Q4 2022Q2 20245
Lester Murray Antman dba SimplyRich 550.22%0.31%0.61%Q4 2017Q4 20185
One Wealth Advisors, LLC 410.24%1.01%1.60%Q3 2021Q4 20225
Gupta Wealth Management LLC 550.08%0.09%0.10%Q1 2015Q1 20165
Davis Capital Management 320.00%0.01%0.01%Q1 2020Q2 20245
Worth Asset Management, LLC 310.02%1.04%4.48%Q1 2022Q2 20245
Fort Point Capital Partners LLC 410.05%0.19%0.34%Q4 2016Q3 20225
Blackhawk Capital Partners LLC. 320.50%1.05%2.06%Q2 2021Q2 20235
Kovack Advisors, Inc. 410.06%0.07%0.08%Q1 2018Q3 20205
Lenox Wealth Management, Inc. 550.00%0.01%0.01%Q4 2018Q4 20195
MCIA Inc 554.52%5.27%6.21%Q2 2017Q2 20185
Mosaic Family Wealth, LLC 550.00%0.01%0.01%Q4 2017Q4 20185
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 320.11%0.20%0.29%Q3 2020Q2 20245
Cobblestone Asset Management LLC 440.28%0.47%0.98%Q3 2023Q2 20244
Peachtree Investment Advisors, Inc. 440.01%0.01%0.01%Q3 2014Q2 20154
JT Stratford LLC 310.09%0.09%0.12%Q1 2021Q2 20224
ADVANTAGE INVESTMENT MANAGEMENT, LLC 440.08%0.24%0.52%Q4 2018Q3 20194
CALDWELL SUTTER CAPITAL, INC. 440.00%0.00%0.00%Q3 2023Q2 20244
Clarus Wealth Advisors 440.01%0.02%0.02%Q2 2018Q1 20194
Vestmark Advisory Solutions, Inc. 440.04%0.08%0.11%Q3 2023Q2 20244
Independent Wealth Network Inc. 440.15%0.16%0.17%Q3 2022Q2 20234
Redhawk Wealth Advisors, Inc. 210.36%1.55%3.25%Q1 2020Q1 20224
Arkfeld Wealth Strategies, L.L.C. 440.20%0.21%0.22%Q1 2021Q4 20214
Williams Jones Wealth Management, LLC. 440.00%0.00%0.00%Q3 2023Q2 20244
Livingston Group Asset Management CO (operating as Southport Capital Management) 220.13%0.25%0.48%Q2 2020Q1 20224
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 440.06%0.07%0.08%Q1 2021Q4 20214
Marcum Wealth, LLC 440.11%0.12%0.14%Q4 2019Q3 20204
Summit Wealth Group, LLC 211.87%2.19%2.44%Q4 2020Q2 20244
SUTTON PLACE INVESTORS LLC 440.38%0.61%0.74%Q4 2021Q3 20224
PANORAMIC INVESTMENT ADVISORS, LLC 310.51%0.73%1.01%Q4 2022Q1 20244
CNB Bank 310.00%0.00%0.00%Q4 2020Q2 20224
Full Sail Capital, LLC 440.05%1.71%2.31%Q3 2023Q2 20244
LOWERY THOMAS, LLC 442.18%5.21%9.36%Q4 2021Q3 20224
NewDay Solutions, LLC 441.38%1.95%2.17%Q2 2019Q1 20204
NBT BANK N A /NY 210.00%0.01%0.03%Q1 2022Q1 20244
Alhambra Investment Management LLC 440.13%0.15%0.18%Q3 2023Q2 20244
Kure Advisory, LLC 442.08%2.85%3.57%Q3 2023Q2 20244
Pinnacle Family Advisors, LLC 440.13%0.19%0.21%Q4 2021Q3 20224
Corbenic Partners LLC 210.00%0.01%0.01%Q2 2013Q1 20214
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 440.39%2.50%3.29%Q4 2021Q3 20224
NATIONAL PLANNING CORP 440.02%0.05%0.06%Q2 2015Q1 20164
Westwind Capital 310.00%0.01%0.02%Q3 2021Q3 20224
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Centerpoint Advisors, LLC 440.00%0.00%0.00%Q2 2023Q1 20244
PATRON PARTNERS, LLC 440.14%0.16%0.18%Q2 2021Q1 20224
PETRA FINANCIAL ADVISORS INC 440.20%0.22%0.24%Q3 2023Q2 20244
FourThought Financial, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
TUCKER ASSET MANAGEMENT LLC 310.00%0.00%0.00%Q3 2022Q1 20244
TRUEWEALTH LLC 310.00%0.22%0.44%Q2 2019Q2 20204
Keystone Financial Group 440.36%0.47%0.68%Q1 2021Q4 20214
MidWestOne Financial Group, Inc. 310.06%0.08%0.10%Q3 2021Q4 20234
ARCADIA INVESTMENT MANAGEMENT CORP/MI 440.01%0.01%0.01%Q4 2017Q3 20184
ROWLAND CARMICHAEL ADVISORS INC /ADV 440.00%0.00%0.00%Q1 2020Q4 20204
Jacobsen Capital Management 220.10%0.11%0.12%Q1 2022Q2 20234
First Command Financial Services, Inc. 440.00%0.00%0.00%Q1 2021Q4 20214
Secure Asset Management, LLC 440.08%0.13%0.15%Q1 2022Q4 20224
Barber Financial Group, Inc. 220.03%0.04%0.06%Q1 2022Q1 20234
JTC Employer Solutions Trustee Ltd 440.23%0.28%0.33%Q3 2023Q2 20244
PIERSHALE FINANCIAL GROUP, INC. 310.01%0.04%0.13%Q2 2020Q2 20234
WASHBURN CAPITAL MANAGEMENT, INC. 441.06%1.63%2.20%Q3 2021Q2 20224
Circle Wealth Management, LLC 440.02%0.03%0.04%Q3 2023Q2 20244
AXXCESS WEALTH MANAGEMENT, LLC 440.01%0.02%0.05%Q3 2023Q2 20244
Balboa Wealth Partners 440.12%0.14%0.16%Q3 2022Q2 20234
FARMERS & MERCHANTS INVESTMENTS INC 210.00%0.00%0.00%Q2 2018Q2 20244
Element Wealth, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
Glassman Wealth Services 220.00%0.00%0.01%Q3 2021Q1 20234
CFS Investment Advisory Services, LLC 440.32%0.63%1.05%Q3 2021Q2 20224
Members Advisory Group LLC 440.31%1.77%3.46%Q4 2021Q3 20224
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 440.04%0.05%0.06%Q4 2017Q3 20184
Snowden Capital Advisors LLC 440.07%0.08%0.09%Q4 2021Q3 20224
MANAGED ACCOUNT SERVICES INC 440.05%0.06%0.06%Q4 2020Q3 20214
IAG Wealth Partners, LLC 220.00%0.01%0.02%Q1 2022Q1 20234
NBC SECURITIES, INC. 440.00%0.00%0.00%Q3 2023Q2 20244
Gateway Wealth Partners, LLC 440.48%0.52%0.59%Q4 2022Q3 20234
Arden Trust Co 440.83%0.85%0.88%Q3 2023Q2 20244
Ethos Financial Group, LLC 440.15%0.61%1.47%Q3 2023Q2 20244
Running Point Capital Advisors, LLC 440.02%0.02%0.02%Q4 2020Q3 20214
LCNB CORP 440.37%0.41%0.48%Q3 2023Q2 20244
WEDBUSH SECURITIES INC 440.02%0.02%0.02%Q1 2022Q4 20224
Clearshares LLC 440.97%0.98%0.99%Q1 2021Q4 20214
Atomi Financial Group, Inc. 310.06%0.19%0.49%Q2 2023Q2 20244
Smithfield Trust Co 440.01%0.01%0.01%Q3 2023Q2 20244
JNBA Financial Advisors 110.00%0.00%0.01%Q3 2016Q2 20224
Cerro Pacific Wealth Advisors LLC 441.40%1.68%1.95%Q2 2022Q1 20234
Surevest, LLC 440.02%0.31%0.41%Q4 2021Q3 20224
First Command Bank 440.00%0.00%0.00%Q1 2021Q4 20214
Greenline Partners, LLC 210.00%5.45%9.14%Q2 2021Q2 20244
ORG Partners LLC 310.03%0.05%0.07%Q2 2023Q2 20244
MILESTONE WEALTH, LLC 440.03%0.06%0.08%Q4 2021Q3 20224
BSW Wealth Partners 440.06%0.06%0.06%Q2 2021Q1 20224
Golden State Wealth Management, LLC 310.00%0.02%0.08%Q1 2019Q1 20204
Intersect Capital LLC 440.15%0.32%0.52%Q1 2021Q4 20214
FIRETHORN WEALTH PARTNERS, LLC 440.43%0.53%0.63%Q4 2021Q3 20224
Beacon Financial Advisory LLC 440.11%0.15%0.17%Q4 2021Q3 20224
DHJJ Financial Advisors, Ltd. 440.00%0.00%0.00%Q3 2023Q2 20244
BlackRock Institutional Trust Company, N.A. 220.00%0.00%0.00%Q2 2013Q2 20144
Korea Investment CORP 440.08%0.08%0.09%Q3 2023Q2 20244
Impact Partnership Wealth, LLC 440.00%0.00%0.00%Q2 2023Q1 20244
Headlands Technologies LLC 310.01%0.04%0.07%Q1 2023Q2 20244
Onyx Financial Advisors, LLC 440.26%0.28%0.30%Q4 2022Q3 20234
Quad-Cities Investment Group, LLC 440.26%0.46%0.58%Q4 2020Q3 20214
Hochman Cole Investment Advisors, Inc. 440.14%0.18%0.23%Q4 2020Q3 20214
Consolidated Portfolio Review Corp 440.05%0.05%0.07%Q1 2023Q4 20234
Envestnet Portfolio Solutions, Inc. 440.00%0.01%0.04%Q3 2023Q2 20244
MBE Wealth Management, LLC 310.19%1.70%3.20%Q1 2022Q2 20244
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 440.02%0.10%0.14%Q2 2019Q1 20204
Family Investment Center, Inc. 330.14%0.15%0.16%Q4 2022Q2 20233
RFP Financial Group LLC 210.00%0.28%0.62%Q4 2022Q4 20233
Savvy Advisors, Inc. 330.43%0.59%0.87%Q4 2023Q2 20243
SageGuard Financial Group, LLC 330.19%1.69%4.66%Q1 2021Q3 20213
HART & PATTERSON FINANCIAL GROUP LLC 333.38%3.42%3.49%Q4 2023Q2 20243
W.H. Cornerstone Investments Inc. 330.22%0.51%0.75%Q3 2022Q1 20233
Keener Financial Planning LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Frank, Rimerman Advisors LLC 330.07%0.07%0.08%Q4 2021Q2 20223
PROFFITT & GOODSON INC 332.08%2.14%2.23%Q4 2023Q2 20243
Lido Advisors, LLC 210.00%0.01%0.02%Q2 2020Q3 20233
CAMBRIDGE TRUST CO 330.00%0.00%0.00%Q3 2022Q1 20233
Main Street Group, LTD 330.00%0.00%0.00%Q4 2023Q2 20243
Mission Creek Capital Partners, Inc. 330.07%0.07%0.08%Q4 2022Q2 20233
FutureAdvisor, Inc. 330.05%0.07%0.08%Q1 2015Q3 20153
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 330.16%0.17%0.19%Q3 2021Q1 20223
Seneca House Advisors 330.34%0.40%0.46%Q4 2017Q2 20183
RITHOLTZ WEALTH MANAGEMENT 210.02%0.03%0.04%Q4 2020Q3 20213
NTB Financial Corp 330.99%1.47%2.29%Q4 2021Q2 20223
CEDAR CAPITAL, LLC 330.09%0.21%0.46%Q2 2020Q4 20203
WIPFLI FINANCIAL ADVISORS LLC, 330.53%0.57%0.60%Q1 2022Q3 20223
WESPAC Advisors, LLC 330.25%0.33%0.45%Q3 2021Q1 20223
VICUS CAPITAL 330.19%0.19%0.19%Q2 2022Q4 20223
SWS Partners 210.01%0.02%0.03%Q4 2017Q2 20243
Wealth Advisory Solutions, LLC 330.10%0.10%0.10%Q3 2022Q1 20233
RAYMOND JAMES TRUST N.A. 330.01%0.01%0.01%Q2 2021Q4 20213
Financial Architects, LLC 3319.83%20.03%20.24%Q4 2023Q2 20243
Homrich & Berg 330.01%0.01%0.02%Q1 2021Q3 20213
Physician Wealth Solutions Inc. 331.49%1.75%2.02%Q4 2023Q2 20243
Cornerstone Wealth Advisors, Inc. 330.08%0.10%0.14%Q1 2021Q3 20213
Titan Manages, LLC 335.24%6.10%7.21%Q3 2021Q1 20223
MACQUARIE GROUP LTD 330.00%0.00%0.00%Q3 2023Q1 20243
Horan Capital Advisors, LLC. 210.00%0.00%0.01%Q3 2019Q3 20203
Wiser Advisor Group LLC 330.00%0.01%0.01%Q4 2023Q2 20243
Seed Wealth Management, Inc. 332.20%2.53%3.00%Q4 2023Q2 20243
Kingdom Financial Group LLC. 210.18%0.28%0.35%Q3 2023Q2 20243
ARS Wealth Advisors Group, LLC 330.04%0.04%0.04%Q3 2021Q1 20223
LongView Wealth Management 330.55%0.71%0.95%Q4 2023Q2 20243
Archvest Wealth Advisors, Inc. 330.48%0.60%0.82%Q4 2023Q2 20243
BROWN ADVISORY INC 330.00%0.00%0.00%Q4 2022Q2 20233
Bluefin Trading, LLC 330.02%0.08%0.14%Q3 2013Q1 20143
Van Hulzen Asset Management, LLC 330.09%0.10%0.10%Q4 2016Q2 20173
OMNI 360 Wealth, Inc. 330.59%0.66%0.75%Q4 2023Q2 20243
RGT Wealth Advisors, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Prentice Wealth Management LLC 330.01%0.01%0.01%Q1 2021Q3 20213
Abich Financial Wealth Management LLC 330.00%0.00%0.00%Q4 2023Q2 20243
1834 INVESTMENT ADVISORS CO 210.00%0.00%0.00%Q4 2017Q1 20193
Elevated Capital Advisors, LLC 330.72%0.81%0.88%Q2 2020Q4 20203
BlueCrest Capital Management Ltd 210.06%0.13%0.21%Q3 2021Q1 20233
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20243
Stonebrook Private Inc. 330.11%0.20%0.29%Q4 2023Q2 20243
Frontier Asset Management, LLC 330.70%0.81%0.86%Q4 2023Q2 20243
Dorsey & Whitney Trust CO LLC 330.03%0.04%0.04%Q1 2018Q3 20183
MOTCO 330.00%0.00%0.00%Q3 2023Q1 20243
Empirical Asset Management, LLC 110.08%0.16%0.20%Q4 2021Q1 20243
LBMC INVESTMENT ADVISORS, LLC 210.02%0.02%0.03%Q2 2022Q2 20233
FOSTER DYKEMA CABOT & PARTNERS, LLC 330.00%0.01%0.01%Q4 2023Q2 20243
Skyline Advisors, Inc. 331.22%1.25%1.29%Q4 2023Q2 20243
KINGS POINT CAPITAL MANAGEMENT 210.00%0.00%0.00%Q1 2021Q1 20223
Jasper Ridge Partners, L.P. 335.30%5.67%6.25%Q4 2023Q2 20243
AMERICAN INTERNATIONAL GROUP, INC. 330.00%0.00%0.00%Q3 2015Q1 20163
Guardian Financial Partners, LLC 330.17%0.17%0.18%Q4 2023Q2 20243
Procyon Advisors, LLC 330.03%0.03%0.04%Q4 2019Q2 20203
Graves Light Lenhart Wealth, Inc. 330.01%0.01%0.01%Q4 2021Q2 20223
ABLE Financial Group, LLC 330.15%0.74%1.83%Q1 2023Q3 20233
Novak Financial Planning, LLC 330.38%0.64%0.85%Q4 2020Q2 20213
RICHARDSON FINANCIAL SERVICES INC. 330.12%0.12%0.13%Q4 2023Q2 20243
TRUST CO OF VERMONT 210.00%0.01%0.02%Q3 2022Q2 20243
Creekmur Asset Management LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Tower View Wealth Management LLC 330.01%0.01%0.01%Q2 2022Q4 20223
Richardson Capital Management LLC 330.02%0.02%0.02%Q4 2023Q2 20243
BREWIN DOLPHIN LTD 330.00%0.00%0.00%Q1 2018Q3 20183
VCI Wealth Management LLC 332.82%2.88%2.95%Q4 2023Q2 20243
KILEY JUERGENS WEALTH MANAGEMENT, LLC 330.34%0.40%0.46%Q3 2021Q1 20223
Dynamic Wealth Strategies, LLC 330.01%0.02%0.03%Q4 2023Q2 20243
Bull Oak Capital, LLC 331.60%3.19%4.05%Q4 2021Q2 20223
Truepoint, Inc. 330.02%0.03%0.03%Q2 2022Q4 20223
Merit Financial Group, LLC 210.01%0.01%0.01%Q4 2022Q2 20243
Bristlecone Advisors, LLC 210.01%0.01%0.02%Q1 2023Q2 20243
LIBERTY WEALTH MANAGEMENT LLC 110.01%0.25%0.74%Q2 2020Q1 20233
ACCESS FINANCIAL SERVICES, INC. 334.48%5.45%7.30%Q2 2017Q4 20173
DWM Financial Group, Inc. 213.78%9.82%13.68%Q4 2019Q4 20203
Pinnacle Private Wealth, LLC 330.12%0.19%0.23%Q4 2021Q2 20223
Evensky & Katz LLC 330.04%0.11%0.25%Q3 2019Q1 20203
PRIVATE CLIENT SERVICES, LLC 330.19%0.19%0.19%Q4 2023Q2 20243
Wellesley Investment Partners, LLC 330.24%0.40%0.52%Q4 2017Q2 20183
Kalos Management, Inc. 330.02%0.03%0.03%Q4 2022Q2 20233
Moors & Cabot, Inc. 330.03%0.03%0.03%Q3 2021Q1 20223
BOKF, NA 330.00%0.00%0.00%Q4 2023Q2 20243
Smartleaf Asset Management LLC 330.04%0.05%0.05%Q4 2023Q2 20243
Lake Point Wealth Management 210.00%0.00%0.00%Q1 2019Q2 20223
Imprint Wealth LLC 110.07%0.16%0.23%Q1 2023Q1 20243
Christensen, King & Associates Investment Services, Inc. 332.37%2.50%2.71%Q4 2023Q2 20243
Redwood Financial Network Corp 330.25%0.26%0.27%Q1 2022Q3 20223
SYM FINANCIAL Corp 210.00%0.00%0.01%Q4 2022Q3 20233
Capasso Planning Partners LLC 330.41%0.44%0.47%Q4 2021Q2 20223
ARVEST INVESTMENTS, INC. 330.49%0.66%0.77%Q4 2023Q2 20243
Virtu Financial LLC 210.02%0.09%0.14%Q3 2017Q4 20193
Aaron Wealth Advisors LLC 210.14%0.30%0.60%Q4 2020Q2 20223
Whitaker-Myers Wealth Managers, LTD. 330.15%0.20%0.26%Q4 2022Q2 20233
Miracle Mile Advisors, LLC 330.01%0.01%0.02%Q4 2021Q2 20223
Endurance Wealth Management, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
SevenBridge Financial Group, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
APPLETON PARTNERS INC/MA 330.02%0.02%0.02%Q3 2021Q1 20223
OneAscent Financial Services LLC 330.12%0.31%0.41%Q3 2023Q1 20243
JOHNSON INVESTMENT COUNSEL INC 210.01%0.02%0.04%Q2 2018Q1 20193
ENZI WEALTH 330.71%1.21%1.55%Q3 2022Q1 20233
Diversified Investment Strategies, LLC 330.21%0.25%0.29%Q1 2017Q3 20173
Darwin Wealth Management, LLC 331.19%1.32%1.44%Q2 2020Q4 20203
Kabarec Financial Advisors, Ltd. 330.01%0.01%0.02%Q4 2017Q2 20183
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 330.27%0.30%0.33%Q4 2023Q2 20243
Arrow Investment Advisors, LLC 331.16%1.19%1.22%Q2 2020Q4 20203
Financial Connections Group, Inc. 110.02%0.07%0.13%Q4 2021Q2 20243
Northwest Financial Advisors 330.00%0.00%0.00%Q4 2023Q2 20243
PINNACLE ASSOCIATES LTD 330.01%0.01%0.01%Q3 2020Q1 20213
Polaris Wealth Advisory Group, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Community Bank, N.A. 330.02%0.04%0.06%Q4 2023Q2 20243
BOENNING & SCATTERGOOD, INC. 210.06%0.06%0.06%Q1 2022Q4 20223
MAYPORT, LLC 210.09%0.14%0.23%Q3 2022Q1 20243
Systelligence, LLC 210.16%2.68%7.49%Q3 2020Q1 20223
Guidant Wealth Advisors 330.04%0.04%0.04%Q1 2019Q3 20193
Transcendent Capital Group LLC 330.02%0.02%0.03%Q4 2023Q2 20243
BB&T INVESTMENT SERVICES, INC. 330.00%0.00%0.00%Q2 2017Q4 20173
Total Clarity Wealth Management, Inc. 210.02%0.22%0.42%Q1 2021Q2 20223
Eagle Ridge Investment Management 331.09%1.12%1.14%Q4 2023Q2 20243
PRINCIPAL SECURITIES, INC. 330.05%0.06%0.08%Q4 2023Q2 20243
Charter Oak Capital Management, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
WealthCare Investment Partners, LLC 210.11%0.18%0.22%Q1 2022Q4 20233
MARIPAU WEALTH MANAGEMENT LLC 330.50%0.56%0.66%Q4 2021Q2 20223
PETERSON WEALTH MANAGEMENT 331.65%2.15%2.78%Q4 2021Q2 20223
Strategic Financial Concepts, LLC 210.01%0.06%0.10%Q3 2023Q2 20243
Game Plan Financial Advisors, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Essex Savings Bank 330.01%0.01%0.01%Q4 2018Q2 20193
Bakala Capital Management LLC 333.98%4.94%5.46%Q4 2023Q2 20243
Professional Financial Advisors, LLC 330.02%0.03%0.04%Q1 2022Q3 20223
WealthCollab, LLC 330.97%1.13%1.23%Q4 2023Q2 20243
NEIRG Wealth Management, LLC 330.75%0.81%0.88%Q4 2022Q2 20233
Newport Wealth Strategies, Inc. 330.24%0.34%0.42%Q1 2021Q3 20213
Hoxton Planning & Management, LLC 331.99%2.02%2.07%Q4 2023Q2 20243
NOTTINGHAM ADVISORS, INC. 330.16%0.68%1.70%Q4 2023Q2 20243
Cardinal Strategic Wealth Guidance 210.00%0.06%0.10%Q4 2021Q2 20243
IronBridge Private Wealth, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Regal Investment Advisors LLC 220.00%0.00%0.00%Q2 2013Q3 20132
Dixon Hughes Goodman Wealth Advisors LLC 220.02%0.03%0.03%Q4 2021Q1 20222
COUNTRY TRUST BANK 220.00%0.00%0.00%Q2 2021Q3 20212
STANCORP INVESTMENT ADVISERS INC 220.01%0.01%0.01%Q4 2014Q1 20152
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Arkos Global Advisors 220.28%0.31%0.35%Q4 2022Q1 20232
LEO BROKERAGE, LLC 220.03%0.04%0.04%Q1 2023Q2 20232
Crown Wealth Group, LLC 221.18%1.28%1.39%Q1 2022Q2 20222
First National Bank of Hutchinson 220.25%0.28%0.31%Q3 2020Q4 20202
FINANCIAL COUNSELORS INC 220.00%0.01%0.02%Q3 2023Q4 20232
Traveka Wealth, LLC 220.12%0.12%0.12%Q1 2024Q2 20242
Independence Advisors, LLC 220.02%0.02%0.02%Q4 2019Q1 20202
Lavaca Capital LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Neuberger Berman Group LLC 110.00%0.00%0.00%Q3 2019Q2 20242
Carr Financial Group Corp 220.35%0.70%1.04%Q4 2022Q1 20232
Intercontinental Wealth Advisors, LLC 220.15%0.16%0.17%Q1 2023Q2 20232
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
Fortis Capital Advisors, LLC 220.05%0.05%0.06%Q4 2022Q1 20232
VALLEY WEALTH MANAGERS, INC. 110.00%0.00%0.00%Q2 2022Q4 20222
My Legacy Advisors, LLC 220.17%0.23%0.28%Q2 2022Q3 20222
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q3 20222
SWMG, LLC 220.16%0.17%0.17%Q4 2020Q1 20212
Prossimo Advisors, LLC 110.54%0.57%0.60%Q2 2023Q2 20242
Pallas Capital Advisors LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Baltimore-Washington Financial Advisors, Inc. 110.02%0.04%0.06%Q1 2022Q3 20222
EVERGREEN CAPITAL MANAGEMENT LLC 110.02%0.02%0.03%Q4 2019Q2 20202
Filbrandt Wealth Management, LLC 110.00%0.01%0.01%Q1 2020Q2 20212
TD Capital Management LLC 220.00%0.00%0.00%Q4 2016Q1 20172
Great Diamond Partners, LLC 110.00%0.07%0.13%Q4 2019Q3 20232
Aspen Grove Capital, LLC 220.12%0.14%0.15%Q1 2024Q2 20242
Perella Weinberg Partners Capital Management LP 228.42%9.33%10.24%Q4 2023Q1 20242
Arete Wealth Advisors, LLC 220.10%0.11%0.11%Q4 2021Q1 20222
Hayden Royal, LLC 220.22%0.28%0.34%Q1 2019Q2 20192
SEGALL BRYANT & HAMILL, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Hobbs Group Advisors, LLC 110.00%0.00%0.00%Q4 2023Q2 20242
Curi Wealth Management, LLC 220.50%0.56%0.62%Q3 2022Q4 20222
Wealth Group, Ltd. 220.21%0.23%0.25%Q1 2024Q2 20242
Unconventional Investor, LLC 220.23%0.30%0.36%Q4 2021Q1 20222
Bradley & Co. Private Wealth Management, LLC 110.00%0.00%0.01%Q2 2023Q4 20232
River Wealth Advisors LLC 110.01%0.02%0.04%Q4 2018Q3 20212
Evanson Asset Management, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
GIRARD PARTNERS LTD. 110.02%0.03%0.04%Q4 2021Q2 20222
ATWOOD & PALMER INC 220.00%0.00%0.00%Q3 2015Q4 20152
1620 INVESTMENT ADVISORS, INC. 221.45%1.67%1.88%Q1 2024Q2 20242
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 220.01%0.01%0.01%Q3 2016Q4 20162
ZWJ INVESTMENT COUNSEL INC 220.11%0.13%0.15%Q4 2019Q1 20202
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
NVWM, LLC 110.00%0.00%0.00%Q3 2021Q2 20222
US FINANCIAL ADVISORS, LLC 220.06%0.06%0.06%Q4 2020Q1 20212
MJP ASSOCIATES INC /ADV 220.38%0.40%0.41%Q4 2021Q1 20222
TOEWS CORP /ADV 220.99%1.68%2.36%Q4 2021Q1 20222
GODSEY & GIBB, INC 220.00%0.00%0.00%Q1 2023Q2 20232
25 LLC 220.02%0.02%0.02%Q1 2023Q2 20232
Stonebridge Financial Planning Group, LLC 110.02%0.13%0.23%Q4 2021Q2 20222
Vantage Financial Partners, LLC 220.10%0.11%0.12%Q4 2023Q1 20242
Future Financial Wealth Managment LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Balentine LLC 110.00%0.00%0.00%Q3 2021Q1 20242
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q2 2018Q3 20232
OAK HARBOR WEALTH PARTNERS, LLC 220.00%0.01%0.02%Q4 2021Q1 20222
Simplify Asset Management Inc. 110.14%1.13%2.11%Q2 2023Q2 20242
ATTICUS WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Callan Capital, LLC 220.12%0.13%0.13%Q4 2021Q1 20222
Manchester Capital Management LLC 110.00%0.00%0.00%Q1 2014Q2 20202
Chicago Partners Investment Group LLC 110.01%0.02%0.02%Q3 2021Q4 20222
Lion Street Advisors, LLC 220.18%0.19%0.21%Q1 2023Q2 20232
Bridge Advisory, LLC 220.49%0.73%0.96%Q4 2023Q1 20242
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q4 2022Q2 20232
KEYBANK NATIONAL ASSOCIATION/OH 220.00%0.00%0.00%Q4 2023Q1 20242
Princeton Global Asset Management LLC 110.00%0.00%0.00%Q2 2021Q4 20222
APPLETON GROUP, LLC 220.22%0.24%0.26%Q2 2018Q3 20182
Walleye Trading LLC 220.00%0.00%0.00%Q4 2016Q1 20172
Family Wealth Group, LLC 220.26%0.27%0.29%Q1 2024Q2 20242
Sterling Investment Advisors, Ltd. 220.00%0.00%0.00%Q1 2022Q2 20222
Smart Money Group LLC 220.88%1.70%2.52%Q4 2021Q1 20222
Western Pacific Wealth Management, LP 110.00%0.00%0.00%Q1 2023Q1 20242
Herold Advisors, Inc. 110.02%0.02%0.02%Q3 2021Q1 20222
Global Wealth Strategies & Associates 110.00%0.00%0.00%Q1 2023Q1 20242
Argentus Capital Management, LLC 220.10%0.24%0.38%Q2 2016Q3 20162
Crosspoint Capital Strategies, LLC 220.01%0.01%0.01%Q1 2015Q2 20152
VIVID FINANCIAL MANAGEMENT, INC. 221.00%1.33%1.65%Q3 2021Q4 20212
Pasadena Private Wealth, LLC 220.14%1.48%2.81%Q3 2022Q4 20222
CoreFirst Bank & Trust 220.04%0.04%0.05%Q2 2023Q3 20232
ICA Group Wealth Management, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
HAZLETT, BURT & WATSON, INC. 220.00%0.01%0.01%Q3 2022Q4 20222
Trexquant Investment LP 110.01%0.01%0.01%Q1 2022Q1 20232
Paragon Wealth Strategies, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Stevens First Principles Investment Advisors 220.04%0.05%0.05%Q2 2013Q3 20132
Capital CS Group, LLC 220.30%0.42%0.54%Q4 2021Q1 20222
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 220.01%0.01%0.02%Q1 2024Q2 20242
Trajan Wealth LLC 220.31%0.33%0.35%Q1 2024Q2 20242
HIGHLAND CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2015Q3 20152
Tidemark, LLC 220.01%0.20%0.38%Q4 2023Q1 20242
ST GERMAIN D J CO INC 220.00%0.00%0.00%Q1 2024Q2 20242
Breakwater Investment Management 220.66%0.68%0.69%Q1 2024Q2 20242
Carnick & Kubik, LLC 110.00%0.00%0.00%Q3 2015Q1 20162
Zions Bancorporation, N.A. 110.00%0.00%0.01%Q3 2020Q1 20222
Arcadia Wealth Management, LLC 220.45%0.48%0.51%Q4 2022Q1 20232
Team Financial Group, LLC 220.04%0.04%0.04%Q3 2023Q4 20232
USAdvisors Wealth Management, LLC 220.93%0.93%0.93%Q3 2019Q4 20192
Authentikos Wealth Advisory, LLC 110.01%0.25%0.50%Q1 2023Q3 20232
TCF National Bank 220.02%0.03%0.03%Q4 2020Q1 20212
MEANS INVESTMENT CO., INC. 220.07%0.08%0.09%Q2 2022Q3 20222
HL FINANCIAL SERVICES LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Wallington Asset Management, LLC 220.00%0.00%0.00%Q1 2014Q2 20142
Owen LaRue, LLC 220.36%0.36%0.36%Q4 2022Q1 20232
Pinnacle Holdings, LLC 110.00%0.00%0.01%Q1 2023Q1 20242
Strategic Wealth Partners, Ltd. 220.00%0.00%0.00%Q2 2019Q3 20192
Avalon Trust Co 220.00%0.00%0.00%Q1 2023Q2 20232
MPS Loria Financial Planners, LLC 221.26%1.27%1.28%Q1 2024Q2 20242
Pineridge Advisors LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Claro Advisors LLC 220.10%0.13%0.16%Q1 2024Q2 20242
EPG Wealth Management LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Resurgent Financial Advisors LLC 220.41%0.48%0.55%Q4 2021Q1 20222
Highland Financial Advisors, LLC 221.60%1.76%1.91%Q2 2022Q3 20222
CAPITAL ADVISORS INC/OK 110.01%0.01%0.01%Q1 2021Q4 20212
WestHill Financial Advisors, Inc. 220.01%0.01%0.01%Q3 2021Q4 20212
JANUS HENDERSON GROUP PLC 220.00%0.00%0.00%Q4 2020Q1 20212
VIMA LLC 220.03%0.04%0.05%Q4 2023Q1 20242
Level Financial Advisors 220.00%0.00%0.00%Q4 2021Q1 20222
Choate Investment Advisors 220.00%0.00%0.01%Q2 2021Q3 20212
Retirement Planning Group, LLC 111.16%1.16%1.16%Q2 2013Q2 20131
Weatherstone Capital Management 111.30%1.30%1.30%Q4 2018Q4 20181
Pacific Center for Financial Services 110.01%0.01%0.01%Q3 2021Q3 20211
PFG Investments, LLC 110.02%0.02%0.02%Q1 2024Q1 20241
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
ROCKLAND TRUST CO 110.03%0.03%0.03%Q4 2022Q4 20221
Capital Wealth Alliance, LLC 110.29%0.29%0.29%Q4 2021Q4 20211
Grandview Asset Management LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Colonial Trust Advisors 110.00%0.00%0.00%Q4 2023Q4 20231
DBK Financial Counsel, LLC 113.94%3.94%3.94%Q4 2021Q4 20211
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q2 2018Q2 20181
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
PACIFIC FINANCIAL GROUP INC 110.00%0.00%0.00%Q4 2014Q4 20141
Fortitude Family Office, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Financial Futures Ltd Liability Co. 112.81%2.81%2.81%Q4 2021Q4 20211
BB&T SECURITIES, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
9258 Wealth Management, LLC 110.24%0.24%0.24%Q3 2019Q3 20191
Wayfinding Financial, LLC 110.22%0.22%0.22%Q2 2022Q2 20221
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 1110.58%10.58%10.58%Q4 2021Q4 20211
Thrive Wealth Management, LLC 110.10%0.10%0.10%Q1 2022Q1 20221
TPG Advisors LLC 110.24%0.24%0.24%Q2 2024Q2 20241
Interchange Capital Partners, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
GenWealth Group, Inc. 110.12%0.12%0.12%Q1 2020Q1 20201
Fulcrum Equity Management 110.11%0.11%0.11%Q2 2021Q2 20211
First Capital Advisors Group, LLC. 110.20%0.20%0.20%Q2 2017Q2 20171
Trifecta Capital Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Key Client Fiduciary Advisors, LLC 110.26%0.26%0.26%Q4 2021Q4 20211
ARS Wealth Advisors, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
MARK SHEPTOFF FINANCIAL PLANNING, LLC 110.05%0.05%0.05%Q2 2016Q2 20161
Silicon Hills Wealth Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Legacy Advisors, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Investment Planning Advisors, Inc. 110.19%0.19%0.19%Q2 2024Q2 20241
McAlister, Sweet & Associates, Inc. 114.11%4.11%4.11%Q4 2021Q4 20211
CARY STREET PARTNERS ASSET MANAGEMENT LLC 110.10%0.10%0.10%Q1 2024Q1 20241
CCG WEALTH MANAGEMENT, LLC 110.16%0.16%0.16%Q3 2021Q3 20211
Ashton Thomas Private Wealth, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Cerity Partners OCIO LLC 119.99%9.99%9.99%Q2 2024Q2 20241
Western Financial Corp/CA 110.15%0.15%0.15%Q4 2022Q4 20221
VIEWPOINT INVESTMENT PARTNERS CORP 110.03%0.03%0.03%Q4 2018Q4 20181
Foundations Investment Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Curi RMB Capital, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
FOCUS FINANCIAL NETWORK INC /ADV 110.09%0.09%0.09%Q4 2023Q4 20231
One Charles Private Wealth Services, LLC 110.12%0.12%0.12%Q2 2020Q2 20201
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
RDA Financial Network 110.10%0.10%0.10%Q1 2022Q1 20221
PROFESSIONAL PLANNING 110.17%0.17%0.17%Q3 2021Q3 20211
Financial Gravity Companies, Inc. 110.14%0.14%0.14%Q4 2018Q4 20181
MRA Advisory Group 110.25%0.25%0.25%Q4 2021Q4 20211
USA FINANCIAL FORMULAS 110.00%0.00%0.00%Q4 2018Q4 20181
Laird Norton Wetherby Wealth Management, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
L.M. KOHN & COMPANY 110.08%0.08%0.08%Q1 2022Q1 20221
Advisor Resource Council 110.27%0.27%0.27%Q4 2023Q4 20231
REGIMEN WEALTH, LLC 110.97%0.97%0.97%Q4 2022Q4 20221
Evolution Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Sage Capital Advisors,llc 110.16%0.16%0.16%Q1 2022Q1 20221
Northstar Advisory Group, LLC 111.53%1.53%1.53%Q3 2021Q3 20211
Pathway Financial Advisors LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Integrated Investment Consultants, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
Armbruster Capital Management, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
OIKOS HOLDINGS LLC 119.05%9.05%9.05%Q2 2024Q2 20241
Fairscale Capital, LLC 110.09%0.09%0.09%Q2 2024Q2 20241
Gilliland Jeter Wealth Management LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Wambolt & Associates, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
InterOcean Capital, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Centurion Wealth Management LLC 110.46%0.46%0.46%Q4 2022Q4 20221
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Smith Thornton Advisors LLC 111.07%1.07%1.07%Q2 2024Q2 20241
Legacy Financial Group LLC 110.26%0.26%0.26%Q3 2023Q3 20231
Wells Financial Advisors INC 110.02%0.02%0.02%Q2 2024Q2 20241
Rinet Co LLC 110.09%0.09%0.09%Q1 2017Q1 20171
Life Planning Partners, Inc 110.00%0.00%0.00%Q4 2023Q4 20231
Anfield Capital Management, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
KNIGHT CAPITAL GROUP LLC 110.03%0.03%0.03%Q2 2013Q2 20131
Morton Brown Family Wealth, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Leonard Rickey Investment Advisors P.L.L.C. 110.05%0.05%0.05%Q2 2024Q2 20241
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
COMERICA SECURITIES,INC. 110.01%0.01%0.01%Q4 2022Q4 20221
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Glacier Peak Capital LLC 110.45%0.45%0.45%Q3 2019Q3 20191
Camelot Portfolios, LLC 110.11%0.11%0.11%Q4 2021Q4 20211
Johnson Financial Group, LLC 110.18%0.18%0.18%Q1 2018Q1 20181
Lansing Street Advisors 110.02%0.02%0.02%Q1 2022Q1 20221
Golden State Equity Partners 110.16%0.16%0.16%Q1 2022Q1 20221
Quadrature Capital Ltd 110.01%0.01%0.01%Q2 2024Q2 20241
CITY HOLDING CO 110.01%0.01%0.01%Q3 2019Q3 20191
Carter Financial Group, INC. 110.67%0.67%0.67%Q1 2022Q1 20221
FRONTIER INVESTMENT MGMT CO 110.06%0.06%0.06%Q2 2020Q2 20201
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Verition Fund Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Sagace Wealth Management LLC 112.04%2.04%2.04%Q2 2024Q2 20241
Kings Path Partners LLC 111.41%1.41%1.41%Q2 2024Q2 20241
Financial Advantage, Inc. 110.03%0.03%0.03%Q2 2020Q2 20201
FOUNDERS BANK & TRUST 110.00%0.00%0.00%Q4 2013Q4 20131
Rainsberger Wealth Advisors, Inc. 114.17%4.17%4.17%Q4 2021Q4 20211
Koesten, Hirschmann & Crabtree, INC. 110.00%0.00%0.00%Q1 2023Q1 20231
Field & Main Bank 110.00%0.00%0.00%Q2 2022Q2 20221
Semmax Financial Advisors Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
PNC Managed Account Solutions, Inc. 110.06%0.06%0.06%Q2 2021Q2 20211
Henrickson Nauta Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Family Firm, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
Atlas Private Wealth Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
ACG Wealth 110.01%0.01%0.01%Q2 2022Q2 20221
ACT Advisors, LLC. 119.21%9.21%9.21%Q4 2021Q4 20211
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
FFG RETIREMENT ADVISORS LLC 111.50%1.50%1.50%Q4 2022Q4 20221
WEBSTER BANK, N. A. 110.00%0.00%0.00%Q2 2024Q2 20241
V Wealth Advisors LLC 110.03%0.03%0.03%Q2 2023Q2 20231
VESTOR CAPITAL, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MGO Private Wealth, LLC 110.10%0.10%0.10%Q4 2022Q4 20221
Campbell Wealth Management 110.01%0.01%0.01%Q2 2020Q2 20201
John W. Brooker & Co., CPAs 110.02%0.02%0.02%Q2 2021Q2 20211
STONNINGTON GROUP, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
RPg Family Wealth Advisory, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Creative Capital Management Investments LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 110.00%0.00%0.00%Q1 2022Q1 20221
Cable Hill Partners, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
WOLFF WIESE MAGANA LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Arjuna Capital 110.02%0.02%0.02%Q2 2021Q2 20211
Coyle Financial Counsel LLC 110.01%0.01%0.01%Q2 2018Q2 20181
BKM Wealth Management, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Maryland Capital Management 110.03%0.03%0.03%Q1 2020Q1 20201
Hudson Portfolio Management LLC 110.20%0.20%0.20%Q1 2021Q1 20211
Portfolio Strategies, Inc. 110.03%0.03%0.03%Q1 2024Q1 20241
Strategic Investment Solutions, Inc. /IL 110.00%0.00%0.00%Q1 2023Q1 20231
Colony Group, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
SIENA CAPITAL LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Petix & Botte Co 110.11%0.11%0.11%Q1 2024Q1 20241
VERUS CAPITAL PARTNERS, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
QCM Cayman, Ltd. 110.99%0.99%0.99%Q1 2022Q1 20221
Premia Global Advisors, LLC 110.16%0.16%0.16%Q4 2017Q4 20171
Shore Point Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Stephens Consulting, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Beacon Pointe Wealth Advisors, LLC 110.04%0.04%0.04%Q3 2019Q3 20191
WULFF, HANSEN & CO. 110.91%0.91%0.91%Q4 2021Q4 20211
WealthOne, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Vontobel Holding Ltd. 110.00%0.00%0.00%Q2 2024Q2 20241
&PARTNERS 110.05%0.05%0.05%Q2 2024Q2 20241
Great Lakes Retirement, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
Quadcap Wealth Management, LLC 110.05%0.05%0.05%Q2 2024Q2 20241
Pacifica Partners Inc. 110.03%0.03%0.03%Q2 2024Q2 20241
ACUTE INVESTMENT ADVISORY, LLC 114.69%4.69%4.69%Q4 2021Q4 20211
ASSET ADVISORS CORP 110.02%0.02%0.02%Q2 2017Q2 20171
Missouri Trust & Investment Co 110.00%0.00%0.00%Q1 2024Q1 20241
Lynx Investment Advisory 110.22%0.22%0.22%Q2 2024Q2 20241
CANANDAIGUA NATIONAL BANK & TRUST CO 110.03%0.03%0.03%Q2 2024Q2 20241
GUARDIAN WEALTH ADVISORS, LLC / NC 110.01%0.01%0.01%Q4 2021Q4 20211
Abound Wealth Management 110.02%0.02%0.02%Q4 2023Q4 20231
Peak Capital Management LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Samalin Investment Counsel, LLC 110.16%0.16%0.16%Q2 2023Q2 20231
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Jane Street Holding, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Center For Asset Management LLC 110.20%0.20%0.20%Q2 2024Q2 20241
Atlas Wealth Partners, LLC 111.33%1.33%1.33%Q2 2023Q2 20231
OmniStar Financial Group, Inc. 110.23%0.23%0.23%Q4 2021Q4 20211
iAB Financial Bank 110.10%0.10%0.10%Q2 2017Q2 20171
San Luis Wealth Advisors LLC 110.02%0.02%0.02%Q1 2022Q1 20221
C2C Wealth Management, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Bare Financial Services, Inc 110.01%0.01%0.01%Q1 2024Q1 20241
Placemark Investments, Inc. 110.01%0.01%0.01%Q3 2014Q3 20141
EA Series Trust 110.07%0.07%0.07%Q2 2023Q2 20231
Systematic Alpha Investments, LLC 110.88%0.88%0.88%Q4 2021Q4 20211
Kimelman & Baird, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 110.22%0.22%0.22%Q2 2022Q2 20221
Andrew Hill Investment Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Arlington Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Bordeaux Wealth Advisors LLC 110.20%0.20%0.20%Q1 2023Q1 20231
Banco Santander, S.A. 110.01%0.01%0.01%Q2 2024Q2 20241
CAMDEN NATIONAL BANK 110.00%0.00%0.00%Q2 2024Q2 20241
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Able Wealth Management LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Fiduciary Alliance LLC 110.01%0.01%0.01%Q2 2023Q2 20231
SteelPeak Wealth, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Family Asset Management, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
PARTNERS CAPITAL INVESTMENT GROUP, LLP 110.15%0.15%0.15%Q1 2021Q1 20211
Sugarloaf Wealth Management, LLC 110.14%0.14%0.14%Q4 2022Q4 20221
SkyOak Wealth, LLC 110.23%0.23%0.23%Q1 2020Q1 20201
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
McIlrath & Eck, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
BELLEVUE ASSET MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
EXCHANGE TRADED CONCEPTS, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
CKW FINANCIAL GROUP 110.01%0.01%0.01%Q2 2021Q2 20211
ARMSTRONG ADVISORY GROUP, INC 110.04%0.04%0.04%Q2 2024Q2 20241
STRATEGIC CAPITAL ADVISERS, INC. 110.02%0.02%0.02%Q3 2019Q3 20191
OXFORD FINANCIAL GROUP, LTD. LLC 110.08%0.08%0.08%Q2 2024Q2 20241
TD Ameritrade Trust Co 110.00%0.00%0.00%Q1 2019Q1 20191
Second Half Financial Partners, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
SHINE INVESTMENT ADVISORY SERVICES INC 110.01%0.01%0.01%Q1 2020Q1 20201
TD Waterhouse Canada Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
LifeSteps Financial, Inc. 110.01%0.01%0.01%Q1 2024Q1 20241
Triad Wealth Partners, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
TCG Advisory Services, LLC 110.25%0.25%0.25%Q1 2022Q1 20221
ZynergyRetirementPlanningLLC 117.80%7.80%7.80%Q2 2024Q2 20241
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
KerberRose Wealth Management, LLC 114.16%4.16%4.16%Q2 2022Q2 20221
ZRC WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
NATIXIS ADVISORS, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Karp Capital Management Corp 110.00%0.00%0.00%Q4 2018Q4 20181
Stonehearth Capital Management, LLC 110.24%0.24%0.24%Q2 2022Q2 20221
Financial Synergies Wealth Advisors, Inc. 110.01%0.01%0.01%Q1 2024Q1 20241
Johnson & White Wealth Management, LLC 110.44%0.44%0.44%Q3 2022Q3 20221
McGlone Suttner Wealth Management, Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
Modern Wealth Management, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
Kernodle & Katon Asset Management Group, LLC 110.12%0.12%0.12%Q1 2017Q1 20171
Carnegie Investment Counsel 110.01%0.01%0.01%Q1 2022Q1 20221
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Matisse Capital 110.16%0.16%0.16%Q4 2016Q4 20161
Dunhill Financial, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Ironwood Investment Counsel, LLC 110.10%0.10%0.10%Q3 2022Q3 20221
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.06%0.06%0.06%Q3 2022Q3 20221
Mader & Shannon Wealth Management, Inc. 1120.13%20.13%20.13%Q3 2022Q3 20221
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
Insight Wealth Strategies, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Palisade Asset Management, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
McCarthy Asset Management, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Moss Adams Wealth Advisors LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Rather & Kittrell, Inc. 110.12%0.12%0.12%Q4 2021Q4 20211
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MB Generational Wealth, LLC 110.14%0.14%0.14%Q1 2024Q1 20241
Stokes Family Office, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
VitalStone Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
NEXT Financial Holdings 110.02%0.02%0.02%Q1 2019Q1 20191
TELEMUS CAPITAL, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Peachtree Investment Partners, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
BANYAN CAPITAL MANAGEMENT, INC. 111.79%1.79%1.79%Q4 2018Q4 20181
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
MANCHESTER FINANCIAL INC 110.01%0.01%0.01%Q1 2021Q1 20211
Caitlin John, LLC 110.13%0.13%0.13%Q4 2023Q4 20231
Facet Wealth, Inc. 110.01%0.01%0.01%Q2 2024Q2 20241
MYCIO WEALTH PARTNERS, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Tuttle Capital Management, LLC 110.34%0.34%0.34%Q3 2015Q3 20151
WEST BANCORPORATION INC 110.35%0.35%0.35%Q4 2021Q4 20211
Delphi Private Advisors LLC 110.02%0.02%0.02%Q2 2019Q2 20191
TimeScale Financial, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Significant Wealth Partners LLC 110.33%0.33%0.33%Q4 2023Q4 20231
Activest Wealth Management 110.01%0.01%0.01%Q2 2022Q2 20221
American Financial Network Advisory Services LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Stifel Trust Company, N.A. 110.00%0.00%0.00%Q3 2014Q3 20141
FSA Wealth Management LLC 110.00%0.00%0.00%Q1 2024Q1 20241
FIRST NATIONAL BANK OF OMAHA 110.02%0.02%0.02%Q3 2022Q3 20221
Zuckerman Investment Group, LLC 110.12%0.12%0.12%Q4 2021Q4 20211
Hardin Capital Partners, LLC 110.17%0.17%0.17%Q2 2024Q2 20241
B.O.S.S. Retirement Advisors, LLC 110.31%0.31%0.31%Q4 2022Q4 20221
Accurate Wealth Management, LLC 110.08%0.08%0.08%Q2 2023Q2 20231
Two West Capital Advisors LLC 116.51%6.51%6.51%Q2 2024Q2 20241
EWG Elevate Inc. 110.06%0.06%0.06%Q4 2022Q4 20221
Clarity Wealth Advisors, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
TFO Wealth Partners, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Badgley Phelps Wealth Managers, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
CABANA LLC 110.00%0.00%0.00%Q2 2020Q2 20201
SHAPIRO CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Spinnaker Investment Group, LLC 110.14%0.14%0.14%Q4 2021Q4 20211
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Carlsbad Wealth Advisory Group, Inc. 116.58%6.58%6.58%Q2 2023Q2 20231
Madden Advisory Services, Inc. 110.04%0.04%0.04%Q1 2017Q1 20171
Waterloo Capital, L.P. 110.61%0.61%0.61%Q1 2020Q1 20201
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q2 2022Q2 20221
GTS SECURITIES LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Eagle Strategies LLC 110.11%0.11%0.11%Q4 2021Q4 20211
Carmel Capital Partners, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
Independent Portfolio Consultants, Inc. 110.01%0.01%0.01%Q4 2016Q4 20161
Investment Research & Advisory Group, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Tatro Capital, LLC 112.31%2.31%2.31%Q4 2019Q4 20191
Rock Creek Group, LP 110.28%0.28%0.28%Q2 2024Q2 20241
BEACON INVESTMENT ADVISORY SERVICES, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
BTR CAPITAL MANAGEMENT INC 110.29%0.29%0.29%Q4 2021Q4 20211
Steward Financial Group LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Kozak & Associates, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Planned Solutions, Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
Cumberland Partners Ltd 110.02%0.02%0.02%Q4 2018Q4 20181
INTREPID CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q2 2023Q2 20231
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Bay Harbor Wealth Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Cascadia Advisory Services, LLC 110.10%0.10%0.10%Q3 2021Q3 20211
Column Capital Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Rise Advisors, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Gemmer Asset Management LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Heirloom Wealth Management 110.30%0.30%0.30%Q4 2022Q4 20221
Beck Bode, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
External links

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