HoldingsChannel.com
Funds Holding SCHM
HolderAmountPosition Size
($ in 1000's)
 As of
Financial Engines Advisors L.L.C.2,527,940$144,320 06/30/2019
     SCHM2,527,940$144,320 06/30/2019
SVA Wealth Management LLC1,646,468$93,997 06/30/2019
     SCHM1,646,468$93,997 06/30/2019
Northwestern Mutual Wealth Management Co.1,141,651$65,177 06/30/2019
     SCHM1,141,651$65,177 06/30/2019
Resources Investment Advisors LLC.1,068,825$61,019 06/30/2019
     SCHM1,068,825$61,019 06/30/2019
AT Bancorp1,068,029$59,158 03/31/2019
     SCHM1,068,029$59,158 03/31/2019
Legacy Wealth Management Inc985,907$56,285 06/30/2019
     SCHM985,907$56,285 06/30/2019
HBK Sorce Advisory LLC982,222$56,075 06/30/2019
     SCHM982,222$56,075 06/30/2019
Morgan Stanley884,859$50,517 06/30/2019
     SCHM884,859$50,517 06/30/2019
First Mercantile Trust Co.850,591$48,560 06/30/2019
     SCHM850,591$48,560 06/30/2019
UBS Group AG795,661$45,424 06/30/2019
     SCHM795,661$45,424 06/30/2019
Ameriprise Financial Inc.771,428$44,016 06/30/2019
     SCHM771,428$44,016 06/30/2019
BLB&B Advisors LLC768,872$43,895 06/30/2019
     SCHM768,872$43,895 06/30/2019
Brouwer & Janachowski LLC729,861$41,668 06/30/2019
     SCHM729,861$41,668 06/30/2019
Financial Management Professionals Inc.700,602$39,997 06/30/2019
     SCHM700,602$39,997 06/30/2019
Wealth Enhancement Advisory Services LLC644,108$37,448 06/30/2019
     SCHM644,108$37,448 06/30/2019
Sfmg LLC605,915$35,404 06/30/2019
     SCHM605,915$35,404 06/30/2019
Frontier Investment Mgmt Co.595,935$34,022 06/30/2019
     SCHM595,935$34,022 06/30/2019
Mercer Global Advisors Inc. ADV586,331$33,474 06/30/2019
     SCHM586,331$33,474 06/30/2019
JMG Financial Group Ltd.573,987$32,769 06/30/2019
     SCHM573,987$32,769 06/30/2019
Thrivent Financial for Lutherans545,362$31,135 06/30/2019
     SCHM545,362$31,135 06/30/2019
Raymond James Financial Services Advisors Inc.525,813$30,020 06/30/2019
     SCHM525,813$30,020 06/30/2019
Cambridge Investment Research Advisors Inc.523,292$29,875 06/30/2019
     SCHM523,292$29,875 06/30/2019
Financial Consulate Inc.511,247$29,187 06/30/2019
     SCHM511,247$29,187 06/30/2019
Pinkerton Retirement Specialists LLC485,219$27,701 06/30/2019
     SCHM485,219$27,701 06/30/2019
RKL Wealth Management LLC467,344$26,681 06/30/2019
     SCHM467,344$26,681 06/30/2019
Manchester Financial Inc.466,757$26,647 06/30/2019
     SCHM466,757$26,647 06/30/2019
ProVise Management Group LLC459,979$26,260 06/30/2019
     SCHM459,979$26,260 06/30/2019
Nadler Financial Group Inc.456,910$26,085 06/30/2019
     SCHM456,910$26,085 06/30/2019
HighTower Advisors LLC436,046$24,902 06/30/2019
     SCHM436,046$24,902 06/30/2019
Commonwealth Equity Services LLC386,116$22,043 06/30/2019
     SCHM386,116$22,043 06/30/2019
Raymond James & Associates385,213$21,992 06/30/2019
     SCHM385,213$21,992 06/30/2019
LPL Financial LLC367,742$20,994 06/30/2019
     SCHM367,742$20,994 06/30/2019
Ladenburg Thalmann Financial Services Inc.357,506$20,418 06/30/2019
     SCHM357,506$20,418 06/30/2019
Wells Fargo & Company MN353,729$20,195 06/30/2019
     SCHM353,729$20,195 06/30/2019
United Capital Financial Advisers LLC349,201$19,936 06/30/2019
     SCHM349,201$19,936 06/30/2019
Creative Planning340,958$19,465 06/30/2019
     SCHM340,958$19,465 06/30/2019
MML Investors Services LLC322,362$18,404 06/30/2019
     SCHM322,362$18,404 06/30/2019
Mariner LLC293,984$16,784 06/30/2019
     SCHM293,984$16,784 06/30/2019
Emery Howard Portfolio Management Inc.291,644$16,650 06/30/2019
     SCHM291,644$16,650 06/30/2019
Summit Asset Management LLC288,372$16,463 06/30/2019
     SCHM288,372$16,463 06/30/2019
HHM Wealth Advisors LLC264,455$15,098 06/30/2019
     SCHM264,455$15,098 06/30/2019
Fiera Capital Corp261,587$14,934 06/30/2019
     SCHM261,587$14,934 06/30/2019
CWH Capital Management Inc.258,912$14,781 06/30/2019
     SCHM258,912$14,781 06/30/2019
Envestnet Asset Management Inc.256,461$14,641 06/30/2019
     SCHM256,461$14,641 06/30/2019
Summit Financial Strategies Inc.254,502$14,530 06/30/2019
     SCHM254,502$14,530 06/30/2019
Buckingham Capital Management Inc.253,669$14,482 06/30/2019
     SCHM253,669$14,482 06/30/2019
Leavell Investment Management Inc.250,796$14,366 06/30/2019
     SCHM250,796$14,366 06/30/2019
Lee Financial Co251,544$14,361 06/30/2019
     SCHM251,544$14,361 06/30/2019
Royal Bank of Canada250,797$14,317 06/30/2019
     SCHM250,797$14,317 06/30/2019
USAdvisors Wealth Management LLC246,156$14,053 06/30/2019
     SCHM246,156$14,053 06/30/2019
Salem Investment Counselors Inc.242,547$13,847 06/30/2019
     SCHM242,547$13,847 06/30/2019
Campbell Wealth Management239,979$13,700 06/30/2019
     SCHM239,979$13,700 06/30/2019
Moisand Fitzgerald Tamayo LLC235,468$13,443 06/30/2019
     SCHM235,468$13,443 06/30/2019
Vista Private Wealth Partners. LLC227,902$12,924 03/31/2019
     SCHM227,902$12,924 03/31/2019
Rainey & Randall Investment Management Inc.225,885$12,896 06/30/2019
     SCHM225,885$12,896 06/30/2019
Moneywise Inc.225,727$12,887 06/30/2019
     SCHM225,727$12,887 06/30/2019
Insight Wealth Strategies LLC217,113$12,395 06/30/2019
     SCHM217,113$12,395 06/30/2019
Omega Financial Group LLC213,835$12,208 06/30/2019
     SCHM213,835$12,208 06/30/2019
Trinity Legacy Partners LLC212,726$11,940 06/30/2019
     SCHM212,726$11,940 06/30/2019
Parsec Financial Management Inc.208,721$11,916 06/30/2019
     SCHM208,721$11,916 06/30/2019
Gemmer Asset Management LLC205,482$11,731 06/30/2019
     SCHM205,482$11,731 06/30/2019
Mokosak Advisory Group LLC204,404$11,667 06/30/2019
     SCHM204,404$11,667 06/30/2019
Sage Financial Group Inc.197,282$11,263 06/30/2019
     SCHM197,282$11,263 06/30/2019
BerganKDV Wealth Management LLC196,743$11,232 06/30/2019
     SCHM196,743$11,232 06/30/2019
AJ Wealth Strategies LLC193,498$11,047 06/30/2019
     SCHM193,498$11,047 06/30/2019
OLD Dominion Capital Management Inc.191,433$10,929 06/30/2019
     SCHM191,433$10,929 06/30/2019
First National Corp MA ADV191,089$10,909 06/30/2019
     SCHM191,089$10,909 06/30/2019
Whittier Trust Co. of Nevada Inc.186,097$10,624 06/30/2019
     SCHM186,097$10,624 06/30/2019
Triangle Securities Wealth Management179,784$10,323 06/30/2019
     SCHM179,784$10,323 06/30/2019
St. Johns Investment Management Company LLC174,219$9,946 06/30/2019
     SCHM174,219$9,946 06/30/2019
Valley National Advisers Inc.174,117$9,940 06/30/2019
     SCHM174,117$9,940 06/30/2019
Ironwood Wealth Management LLC.171,918$9,815 06/30/2019
     SCHM171,918$9,815 06/30/2019
Sharkey Howes & Javer163,167$9,315 06/30/2019
     SCHM163,167$9,315 06/30/2019
Bank of America Corp DE161,456$9,218 06/30/2019
     SCHM161,456$9,218 06/30/2019
Patriot Investment Management Inc.161,341$9,211 06/30/2019
     SCHM161,341$9,211 06/30/2019
Summit Wealth & Retirement Planning Inc.160,895$9,185 06/30/2019
     SCHM160,895$9,185 06/30/2019
Marquette Asset Management LLC160,335$9,154 06/30/2019
     SCHM160,335$9,154 06/30/2019
Asset Advisors Investment Management LLC158,866$9,070 06/30/2019
     SCHM158,866$9,070 06/30/2019
Curbstone Financial Management Corp156,530$8,936 06/30/2019
     SCHM156,530$8,936 06/30/2019
Marshall Financial Group Inc. ADV155,564$8,881 06/30/2019
     SCHM155,564$8,881 06/30/2019
Bangor Savings Bank145,890$8,329 06/30/2019
     SCHM145,890$8,329 06/30/2019
Bristlecone Advisors LLC144,951$8,275 06/30/2019
     SCHM144,951$8,275 06/30/2019
Elwood & Goetz Wealth Advisory Group LLC144,764$8,265 06/30/2019
     SCHM144,764$8,265 06/30/2019
Lathrop Investment Management Corp138,971$7,934 06/30/2019
     SCHM138,971$7,934 06/30/2019
Advisory Alpha LLC138,272$7,922 06/30/2019
     SCHM138,272$7,922 06/30/2019
Mountain Capital Investment Advisors Inc139,556$7,803 06/30/2019
     SCHM139,556$7,803 06/30/2019
Northwest Capital Management Inc135,953$7,762 06/30/2019
     SCHM135,953$7,762 06/30/2019
WESCAP Management Group Inc.133,197$7,604 06/30/2019
     SCHM133,197$7,604 06/30/2019
MinichMacGregor Wealth Management LLC131,667$7,561 06/30/2019
     SCHM131,667$7,561 06/30/2019
Relaxing Retirement Coach131,588$7,509 06/30/2019
     SCHM131,588$7,509 06/30/2019
Asset Management Group Inc.131,110$7,485 06/30/2019
     SCHM131,110$7,485 06/30/2019
Alliance Wealth Management Group128,229$7,321 06/30/2019
     SCHM128,229$7,321 06/30/2019
Towercrest Capital Management128,229$7,320 06/30/2019
     SCHM128,229$7,320 06/30/2019
Pacific Edge Advisors LLC128,220$7,320 06/30/2019
     SCHM128,220$7,320 06/30/2019
Leisure Capital Management127,375$7,272 06/30/2019
     SCHM127,375$7,272 06/30/2019
Baird Financial Group Inc.126,927$7,246 06/30/2019
     SCHM126,927$7,246 06/30/2019
Exchange Capital Management Inc.124,425$7,103 06/30/2019
     SCHM124,425$7,103 06/30/2019
Tradewinds Capital Management LLC123,529$7,052 06/30/2019
     SCHM123,529$7,052 06/30/2019
HL Financial Services LLC126,710$7,018 03/31/2019
     SCHM126,710$7,018 03/31/2019
Peak Financial Management Inc.120,783$6,895 06/30/2019
     SCHM120,783$6,895 06/30/2019
Johnson Investment Counsel Inc.120,627$6,890 06/30/2019
     SCHM120,627$6,890 06/30/2019
Biltmore Capital Advisors LLC119,436$6,819 06/30/2019
     SCHM119,436$6,819 06/30/2019
Eaton Vance Management114,711$6,549 06/30/2019
     SCHM114,711$6,549 06/30/2019
Pittenger & Anderson Inc.114,082$6,513 06/30/2019
     SCHM114,082$6,513 06/30/2019
Redhawk Wealth Advisors Inc.103,455$5,906 06/30/2019
     SCHM103,455$5,906 06/30/2019
Clearwater Capital Advisors LLC102,526$5,853 06/30/2019
     SCHM102,526$5,853 06/30/2019
Newman Dignan & Sheerar Inc.102,196$5,834 06/30/2019
     SCHM102,196$5,834 06/30/2019
Black Diamond Financial LLC99,846$5,700 06/30/2019
     SCHM99,846$5,700 06/30/2019
Texas Yale Capital Corp.99,251$5,666 06/30/2019
     SCHM99,251$5,666 06/30/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC99,084$5,657 06/30/2019
     SCHM99,084$5,657 06/30/2019
Courage Miller Partners LLC96,623$5,516 06/30/2019
     SCHM96,623$5,516 06/30/2019
Kohmann Bosshard Financial Services LLC96,527$5,511 06/30/2019
     SCHM96,527$5,511 06/30/2019
Putnam FL Investment Management Co.93,399$5,332 06/30/2019
     SCHM93,399$5,332 06/30/2019
Cantor Fitzgerald Investment Adviser L.P.93,350$5,329 06/30/2019
     SCHM93,350$5,329 06/30/2019
FormulaFolio Investments LLC93,108$5,316 06/30/2019
     SCHM93,108$5,316 06/30/2019
Merriman Wealth Management LLC92,072$5,288 06/30/2019
     SCHM92,072$5,288 06/30/2019
DAVENPORT & Co LLC92,144$5,261 06/30/2019
     SCHM92,144$5,261 06/30/2019
Colorado Capital Management Inc.91,688$5,234 06/30/2019
     SCHM91,688$5,234 06/30/2019
MCF Advisors LLC87,147$4,975 06/30/2019
     SCHM87,147$4,975 06/30/2019
Krilogy Financial LLC86,470$4,937 06/30/2019
     SCHM86,470$4,937 06/30/2019
Reitz Capital Advisors LLC84,594$4,830 06/30/2019
     SCHM84,594$4,830 06/30/2019
Prime Capital Investment Advisors LLC80,299$4,584 06/30/2019
     SCHM80,299$4,584 06/30/2019
Planning Alternatives Ltd. ADV77,498$4,424 06/30/2019
     SCHM77,498$4,424 06/30/2019
Acorn Wealth Advisors LLC78,221$4,387 06/30/2019
     SCHM78,221$4,387 06/30/2019
Lowe Brockenbrough & Co. Inc.76,661$4,377 06/30/2019
     SCHM76,661$4,377 06/30/2019
Foster Victor Wealth Advisors LLC73,119$4,199 06/30/2019
     SCHM73,119$4,199 06/30/2019
Madden Advisory Services Inc.71,971$4,108 06/30/2019
     SCHM71,971$4,108 06/30/2019
Berkshire Asset Management LLC PA69,680$3,978 06/30/2019
     SCHM69,680$3,978 06/30/2019
Level Four Advisory Services LLC68,791$3,928 06/30/2019
     SCHM68,791$3,928 06/30/2019
Private Advisor Group LLC68,441$3,907 06/30/2019
     SCHM68,441$3,907 06/30/2019
Cahill Financial Advisors Inc.68,161$3,892 06/30/2019
     SCHM68,161$3,892 06/30/2019
Newport Wealth Strategies Inc.66,926$3,849 06/30/2019
     SCHM66,926$3,849 06/30/2019
Econ Financial Services Corp66,692$3,807 06/30/2019
     SCHM66,692$3,807 06/30/2019
Vishria Bird Financial Group LLC65,919$3,763 06/30/2019
     SCHM65,919$3,763 06/30/2019
Jane Street Group LLC65,388$3,733 06/30/2019
     SCHM65,388$3,733 06/30/2019
Asset Planning Services Ltd.64,266$3,669 06/30/2019
     SCHM64,266$3,669 06/30/2019
North Star Asset Management Inc.63,753$3,640 06/30/2019
     SCHM63,753$3,640 06/30/2019
Broadleaf Partners LLC63,326$3,615 06/30/2019
     SCHM63,326$3,615 06/30/2019
Smithbridge Asset Management Inc. DE62,607$3,574 06/30/2019
     SCHM62,607$3,574 06/30/2019
One Capital Management LLC62,592$3,573 06/30/2019
     SCHM62,592$3,573 06/30/2019
Gradient Capital Advisors LLC62,402$3,563 06/30/2019
     SCHM62,402$3,563 06/30/2019
Sowell Financial Services LLC63,729$3,530 03/31/2019
     SCHM63,729$3,530 03/31/2019
Financial Advisory Service Inc.61,424$3,507 06/30/2019
     SCHM61,424$3,507 06/30/2019
QCI Asset Management Inc. NY61,380$3,504 06/30/2019
     SCHM61,380$3,504 06/30/2019
IMA Wealth Inc.61,031$3,484 06/30/2019
     SCHM61,031$3,484 06/30/2019
Secrest Blakey & Associates LLC60,570$3,470 06/30/2019
     SCHM60,570$3,470 06/30/2019
Susquehanna International Group LLP $3,450 06/30/2019
     SCHM52,531$2,999 06/30/2019
     Call7,900$451 06/30/2019
Strategic Family Wealth Counselors L.L.C.59,514$3,398 06/30/2019
     SCHM59,514$3,398 06/30/2019
Advisory Services Network LLC58,611$3,346 06/30/2019
     SCHM58,611$3,346 06/30/2019
Pinnacle Advisory Group Inc.58,321$3,330 06/30/2019
     SCHM58,321$3,330 06/30/2019
Fifth Third Securities Inc.57,903$3,316 06/30/2019
     SCHM57,903$3,316 06/30/2019
DeGreen Capital Management LLC57,308$3,272 06/30/2019
     SCHM57,308$3,272 06/30/2019
Burleson & Company LLC55,178$3,137 06/30/2019
     SCHM55,178$3,137 06/30/2019
Trustcore Financial Services LLC53,810$3,072 06/30/2019
     SCHM53,810$3,072 06/30/2019
Brio Consultants LLC53,692$3,065 06/30/2019
     SCHM53,692$3,065 06/30/2019
Moneta Group Investment Advisors LLC52,916$3,021 06/30/2019
     SCHM52,916$3,021 06/30/2019
Brand Asset Management Group Inc.52,849$3,017 06/30/2019
     SCHM52,849$3,017 06/30/2019
Albion Financial Group UT52,487$2,996 06/30/2019
     SCHM52,487$2,996 06/30/2019
Wilbanks Smith & Thomas Asset Management LLC50,292$2,871 06/30/2019
     SCHM50,292$2,871 06/30/2019
Kavar Capital Partners LLC50,009$2,855 06/30/2019
     SCHM50,009$2,855 06/30/2019
Providence First Trust Co49,893$2,848 06/30/2019
     SCHM49,893$2,848 06/30/2019
Providence Wealth Advisors LLC49,678$2,848 06/30/2019
     SCHM49,678$2,848 06/30/2019
Aspiriant LLC49,391$2,825 06/30/2019
     SCHM49,391$2,825 06/30/2019
Capital Advantage Inc.50,950$2,822 03/31/2019
     SCHM50,950$2,822 03/31/2019
Blue Bell Private Wealth Management LLC49,286$2,814 06/30/2019
     SCHM49,286$2,814 06/30/2019
River Wealth Advisors LLC48,680$2,779 06/30/2019
     SCHM48,680$2,779 06/30/2019
Private Capital Management LLC48,392$2,763 06/30/2019
     SCHM48,392$2,763 06/30/2019
Homrich & Berg48,327$2,759 06/30/2019
     SCHM48,327$2,759 06/30/2019
First Hawaiian Bank48,249$2,755 06/30/2019
     SCHM48,249$2,755 06/30/2019
Starfire Investment Advisers Inc.47,865$2,732 06/30/2019
     SCHM47,865$2,732 06/30/2019
Strategic Wealth Advisors Group LLC47,546$2,720 06/30/2019
     SCHM47,546$2,720 06/30/2019
JFS Wealth Advisors LLC47,561$2,715 06/30/2019
     SCHM47,561$2,715 06/30/2019
Chesapeake Wealth Management47,482$2,711 06/30/2019
     SCHM47,482$2,711 06/30/2019
Live Your Vision LLC46,669$2,676 03/31/2019
     SCHM46,669$2,676 03/31/2019
Condor Capital Management46,792$2,671 06/30/2019
     SCHM46,792$2,671 06/30/2019
Forte Capital LLC ADV46,619$2,661 06/30/2019
     SCHM46,619$2,661 06/30/2019
Schneider Downs Wealth Management Advisors LP46,245$2,640 06/30/2019
     SCHM46,245$2,640 06/30/2019
Enterprise Financial Services Corp44,838$2,559 06/30/2019
     SCHM44,838$2,559 06/30/2019
Fagan Associates Inc.44,828$2,559 06/30/2019
     SCHM44,828$2,559 06/30/2019
Advisor Group Inc.44,474$2,539 06/30/2019
     SCHM44,474$2,539 06/30/2019
Alpha Omega Wealth Management LLC44,387$2,534 06/30/2019
     SCHM44,387$2,534 06/30/2019
Access Financial Services Inc.43,956$2,509 06/30/2019
     SCHM43,956$2,509 06/30/2019
Shorepoint Capital Partners LLC42,821$2,445 06/30/2019
     SCHM42,821$2,445 06/30/2019
Sequoia Financial Advisors LLC42,105$2,404 06/30/2019
     SCHM42,105$2,404 06/30/2019
Balentine LLC42,000$2,398 06/30/2019
     SCHM42,000$2,398 06/30/2019
MAI Capital Management41,780$2,385 06/30/2019
     SCHM41,780$2,385 06/30/2019
AlphaStar Capital Management LLC41,537$2,371 06/30/2019
     SCHM41,537$2,371 06/30/2019
Lakeview Capital Partners LLC40,860$2,333 06/30/2019
     SCHM40,860$2,333 06/30/2019
Stockman Wealth Management Inc.40,593$2,317 06/30/2019
     SCHM40,593$2,317 06/30/2019
Goldman Sachs Group Inc.40,000$2,284 06/30/2019
     SCHM40,000$2,284 06/30/2019
Ironwood Financial llc40,009$2,284 06/30/2019
     SCHM40,009$2,284 06/30/2019
Beacon Pointe Advisors LLC39,998$2,284 06/30/2019
     SCHM39,998$2,284 06/30/2019
Taylor Cottrill Erickson & Associates Inc.39,757$2,270 06/30/2019
     SCHM39,757$2,270 06/30/2019
Joseph P. Lucia & Associates LLC39,543$2,258 06/30/2019
     SCHM39,543$2,258 06/30/2019
Alesco Advisors LLC39,238$2,240 06/30/2019
     SCHM39,238$2,240 06/30/2019
Armbruster Capital Management Inc.38,822$2,216 06/30/2019
     SCHM38,822$2,216 06/30/2019
Barnett & Company Inc.38,803$2,215 06/30/2019
     SCHM38,803$2,215 06/30/2019
SeaCrest Wealth Management LLC38,375$2,191 06/30/2019
     SCHM38,375$2,191 06/30/2019
Hudock Capital Group LLC37,752$2,155 06/30/2019
     SCHM37,752$2,155 06/30/2019
Mengis Capital Management Inc.37,533$2,142 06/30/2019
     SCHM37,533$2,142 06/30/2019
Evermay Wealth Management LLC37,252$2,127 06/30/2019
     SCHM37,252$2,127 06/30/2019
Spence Asset Management36,871$2,105 06/30/2019
     SCHM36,871$2,105 06/30/2019
Carmichael Hill & Associates Inc.36,646$2,092 06/30/2019
     SCHM36,646$2,092 06/30/2019
Harfst & Associates Inc.36,552$2,086 06/30/2019
     SCHM36,552$2,086 06/30/2019
Roundview Capital LLC35,874$2,048 06/30/2019
     SCHM35,874$2,048 06/30/2019
Juncture Wealth Strategies LLC35,662$2,036 06/30/2019
     SCHM35,662$2,036 06/30/2019
Brightworth35,504$2,027 06/30/2019
     SCHM35,504$2,027 06/30/2019
Laurel Wealth Advisors Inc.34,816$1,988 06/30/2019
     SCHM34,816$1,988 06/30/2019
Benjamin F. Edwards & Company Inc.33,668$1,922 06/30/2019
     SCHM33,668$1,922 06/30/2019
Wealthsource Partners LLC33,327$1,903 06/30/2019
     SCHM33,327$1,903 06/30/2019
Lincoln Capital Corp33,073$1,888 06/30/2019
     SCHM33,073$1,888 06/30/2019
Capital Wealth Planning LLC32,993$1,884 06/30/2019
     SCHM32,993$1,884 06/30/2019
Domani Wealth LLC32,301$1,844 06/30/2019
     SCHM32,301$1,844 06/30/2019
Steward Partners Investment Advisory LLC32,220$1,839 06/30/2019
     SCHM32,220$1,839 06/30/2019
Financial Architects Inc32,046$1,829 06/30/2019
     SCHM32,046$1,829 06/30/2019
TMD & Associates Inc.31,360$1,790 06/30/2019
     SCHM31,360$1,790 06/30/2019
Cetera Advisors LLC31,148$1,780 06/30/2019
     SCHM31,148$1,780 06/30/2019
Cypress Wealth Services LLC30,739$1,755 06/30/2019
     SCHM30,739$1,755 06/30/2019
UBS Asset Management Americas Inc.30,311$1,730 06/30/2019
     SCHM30,311$1,730 06/30/2019
Stifel Financial Corp30,068$1,718 06/30/2019
     SCHM30,068$1,718 06/30/2019
Pacific Wealth Strategies Group Inc.30,005$1,713 06/30/2019
     SCHM30,005$1,713 06/30/2019
Fulton Breakefield Broenniman LLC29,941$1,709 06/30/2019
     SCHM29,941$1,709 06/30/2019
KCM Investment Advisors LLC29,785$1,700 06/30/2019
     SCHM29,785$1,700 06/30/2019
WealthTrust Fairport LLC30,249$1,675 03/31/2019
     SCHM30,249$1,675 03/31/2019
Patton Albertson Miller Group LLC29,529$1,657 06/30/2019
     SCHM29,529$1,657 06/30/2019
Bigelow Investment Advisors LLC28,801$1,644 06/30/2019
     SCHM28,801$1,644 06/30/2019
Bartlett & Co. LLC28,625$1,634 06/30/2019
     SCHM28,625$1,634 06/30/2019
YorkBridge Wealth Partners LLC28,470$1,625 06/30/2019
     SCHM28,470$1,625 06/30/2019
FCA Corp TX28,102$1,604 06/30/2019
     SCHM28,102$1,604 06/30/2019
Ausdal Financial Partners Inc.26,076$1,517 06/30/2019
     SCHM26,076$1,517 06/30/2019
MUFG Americas Holdings Corp26,387$1,506 06/30/2019
     SCHM26,387$1,506 06/30/2019
Hoylecohen LLC26,380$1,506 06/30/2019
     SCHM26,380$1,506 06/30/2019
Financial Advisory Group26,099$1,501 06/30/2019
     SCHM26,099$1,501 06/30/2019
Captrust Financial Advisors26,062$1,493 06/30/2019
     SCHM26,062$1,493 06/30/2019
American Money Management LLC26,004$1,485 06/30/2019
     SCHM26,004$1,485 06/30/2019
First Republic Investment Management Inc.25,921$1,480 06/30/2019
     SCHM25,921$1,480 06/30/2019
Evergreen Advisors LLC25,710$1,468 06/30/2019
     SCHM25,710$1,468 06/30/2019
Gladstone Institutional Advisory LLC25,239$1,441 06/30/2019
     SCHM25,239$1,441 06/30/2019
361 Capital LLC25,159$1,436 06/30/2019
     SCHM25,159$1,436 06/30/2019
Shine Investment Advisory Services Inc.24,601$1,404 06/30/2019
     SCHM24,601$1,404 06/30/2019
Covenant Multifamily Offices LLC24,492$1,398 06/30/2019
     SCHM24,492$1,398 06/30/2019
Meridian Wealth Management LLC23,812$1,360 06/30/2019
     SCHM23,812$1,360 06/30/2019
Peak Asset Management LLC23,695$1,353 06/30/2019
     SCHM23,695$1,353 06/30/2019
GW Henssler & Associates Ltd.23,426$1,337 06/30/2019
     SCHM23,426$1,337 06/30/2019
Harborview Advisors LLC23,293$1,330 06/30/2019
     SCHM23,293$1,330 06/30/2019
Pinnacle Family Advisors LLC22,624$1,292 06/30/2019
     SCHM22,624$1,292 06/30/2019
Great Valley Advisor Group Inc.22,599$1,288 06/30/2019
     SCHM22,599$1,288 06/30/2019
Valmark Advisers Inc.21,990$1,255 06/30/2019
     SCHM21,990$1,255 06/30/2019
Colony Group LLC21,889$1,250 06/30/2019
     SCHM21,889$1,250 06/30/2019
AdvisorNet Financial Inc21,835$1,247 06/30/2019
     SCHM21,835$1,247 06/30/2019
Carnick & Kubik Group LLC21,725$1,240 06/30/2019
     SCHM21,725$1,240 06/30/2019
Centaurus Financial Inc.21,193$1,210 06/30/2019
     SCHM21,193$1,210 06/30/2019
Orca Investment Management LLC21,149$1,207 06/30/2019
     SCHM21,149$1,207 06/30/2019
Kistler Tiffany Companies LLC20,887$1,192 06/30/2019
     SCHM20,887$1,192 06/30/2019
Edge Capital Group LLC20,828$1,189 06/30/2019
     SCHM20,828$1,189 06/30/2019
Prestige Wealth Management Group LLC20,557$1,174 06/30/2019
     SCHM20,557$1,174 06/30/2019
Jackson Hole Capital Partners LLC20,520$1,171 06/30/2019
     SCHM20,520$1,171 06/30/2019
Altfest L J & Co. Inc.19,970$1,140 06/30/2019
     SCHM19,970$1,140 06/30/2019
Atlas Capital Advisors LLC19,673$1,123 06/30/2019
     SCHM19,673$1,123 06/30/2019
Arcus Capital Partners LLC19,105$1,091 06/30/2019
     SCHM19,105$1,091 06/30/2019
Sawgrass Asset Management LLC19,073$1,089 06/30/2019
     SCHM19,073$1,089 06/30/2019
Next Capital Management LLC18,705$1,068 06/30/2019
     SCHM18,705$1,068 06/30/2019
First Allied Advisory Services Inc.18,652$1,065 06/30/2019
     SCHM18,652$1,065 06/30/2019
Foothills Asset Management Ltd.18,606$1,062 06/30/2019
     SCHM18,606$1,062 06/30/2019
Arkansas Financial Group Inc.18,497$1,055 06/30/2019
     SCHM18,497$1,055 06/30/2019
Parsons Capital Management Inc. RI18,306$1,045 06/30/2019
     SCHM18,306$1,045 06/30/2019
Gainplan LLC18,225$1,040 06/30/2019
     SCHM18,225$1,040 06/30/2019
Ferris Capital LLC17,975$1,026 06/30/2019
     SCHM17,975$1,026 06/30/2019
Whitnell & Co.17,955$1,025 06/30/2019
     SCHM17,955$1,025 06/30/2019
Integrated Investment Consultants LLC17,900$1,022 06/30/2019
     SCHM17,900$1,022 06/30/2019
Abbrea Capital LLC17,685$1,013 06/30/2019
     SCHM17,685$1,013 06/30/2019
Ifrah Financial Services Inc.17,652$1,008 06/30/2019
     SCHM17,652$1,008 06/30/2019
Armor Investment Advisors LLC17,582$1,004 06/30/2019
     SCHM17,582$1,004 06/30/2019
PFG Advisors17,133$1,001 06/30/2019
     SCHM17,133$1,001 06/30/2019
Anderson Fisher LLC17,406$994 06/30/2019
     SCHM17,406$994 06/30/2019
Blue Chip Wealth Management Inc.17,304$988 06/30/2019
     SCHM17,304$988 06/30/2019
Strategic Financial Group LLC17,184$981 06/30/2019
     SCHM17,184$981 06/30/2019
Smith Moore & CO.17,160$980 06/30/2019
     SCHM17,160$980 06/30/2019
Koshinski Asset Management Inc.17,145$979 06/30/2019
     SCHM17,145$979 06/30/2019
Stratos Wealth Advisors LLC17,113$977 06/30/2019
     SCHM17,113$977 06/30/2019
Legacy Bridge LLC16,722$955 06/30/2019
     SCHM16,722$955 06/30/2019
Steinberg Global Asset Management17,058$945 03/31/2019
     SCHM17,058$945 03/31/2019
Cambridge Advisors Inc.16,289$930 06/30/2019
     SCHM16,289$930 06/30/2019
First Financial Bank Trust Division16,080$918 06/30/2019
     SCHM16,080$918 06/30/2019
Wisconsin Capital Management LLC15,839$904 06/30/2019
     SCHM15,839$904 06/30/2019
Columbus Macro LLC15,581$890 06/30/2019
     SCHM15,581$890 06/30/2019
Pineno Levin & Ford Asset Management Inc.15,458$882 06/30/2019
     SCHM15,458$882 06/30/2019
Vivaldi Capital Management LLC15,424$881 06/30/2019
     SCHM15,424$881 06/30/2019
Comerica Securities Inc.15,067$863 06/30/2019
     SCHM15,067$863 06/30/2019
Bogart Wealth LLC15,017$857 06/30/2019
     SCHM15,017$857 06/30/2019
CRA Financial Services LLC14,847$848 06/30/2019
     SCHM14,847$848 06/30/2019
Vicus Capital14,708$840 06/30/2019
     SCHM14,708$840 06/30/2019
Beacon Pointe Wealth Advisors LLC14,728$838 06/30/2019
     SCHM14,728$838 06/30/2019
Sheets Smith Wealth Management14,609$834 06/30/2019
     SCHM14,609$834 06/30/2019
Mitchell Capital Management Co.14,580$832 06/30/2019
     SCHM14,580$832 06/30/2019
Summit Financial Wealth Advisors LLC14,429$824 06/30/2019
     SCHM14,429$824 06/30/2019
Strategic Capital Advisers Inc.14,431$824 06/30/2019
     SCHM14,431$824 06/30/2019
Stordahl Capital Management Inc.13,841$801 06/30/2019
     SCHM13,841$801 06/30/2019
Cetera Investment Advisers13,990$799 06/30/2019
     SCHM13,990$799 06/30/2019
Phocas Financial Corp.13,890$793 06/30/2019
     SCHM13,890$793 06/30/2019
Holderness Investments Co.13,873$792 06/30/2019
     SCHM13,873$792 06/30/2019
Grimes & Company Inc.13,473$769 06/30/2019
     SCHM13,473$769 06/30/2019
Hartline Investment Corp13,434$767 06/30/2019
     SCHM13,434$767 06/30/2019
Old Port Advisors13,106$758 06/30/2019
     SCHM13,106$758 06/30/2019
Appleton Group LLC13,184$753 06/30/2019
     SCHM13,184$753 06/30/2019
Bowling Portfolio Management LLC12,902$737 06/30/2019
     SCHM12,902$737 06/30/2019
Private Portfolio Partners LLC12,868$735 06/30/2019
     SCHM12,868$735 06/30/2019
Frontier Wealth Management LLC12,658$723 06/30/2019
     SCHM12,658$723 06/30/2019
LeJeune Puetz Investment Counsel LLC12,586$719 06/30/2019
     SCHM12,586$719 06/30/2019
D.B. Root & Company LLC12,565$717 06/30/2019
     SCHM12,565$717 06/30/2019
Opes Wealth Management LLC12,346$705 06/30/2019
     SCHM12,346$705 06/30/2019
Bailard Inc.12,330$704 06/30/2019
     SCHM12,330$704 06/30/2019
Sigma Investment Counselors Inc.12,306$703 06/30/2019
     SCHM12,306$703 06/30/2019
DDD Partners LLC12,277$701 06/30/2019
     SCHM12,277$701 06/30/2019
BB&T Securities LLC12,278$700 06/30/2019
     SCHM12,278$700 06/30/2019
Parkside Financial Bank & Trust12,254$700 06/30/2019
     SCHM12,254$700 06/30/2019
McAdam LLC12,241$699 06/30/2019
     SCHM12,241$699 06/30/2019
Cooper Haims Advisors LLC12,176$695 06/30/2019
     SCHM12,176$695 06/30/2019
Coldstream Capital Management Inc.11,709$668 06/30/2019
     SCHM11,709$668 06/30/2019
Fort Pitt Capital Group LLC11,651$665 06/30/2019
     SCHM11,651$665 06/30/2019
Wealthstreet Investment Advisors LLC11,625$664 06/30/2019
     SCHM11,625$664 06/30/2019
Colton Groome Financial Advisors LLC11,546$659 06/30/2019
     SCHM11,546$659 06/30/2019
Proequities Inc.11,055$633 06/30/2019
     SCHM11,055$633 06/30/2019
Cetera Advisor Networks LLC11,120$632 06/30/2019
     SCHM11,120$632 06/30/2019
Ledyard National Bank10,857$620 06/30/2019
     SCHM10,857$620 06/30/2019
Intl Fcstone Inc.10,794$618 06/30/2019
     SCHM10,794$618 06/30/2019
Garrison Asset Management LLC10,520$601 06/30/2019
     SCHM10,520$601 06/30/2019
Brown Advisory Inc.10,465$597 06/30/2019
     SCHM10,465$597 06/30/2019
Barry Investment Advisors LLC10,435$596 06/30/2019
     SCHM10,435$596 06/30/2019
Clear Investment Research LLC10,322$589 06/30/2019
     SCHM10,322$589 06/30/2019
Cornerstone Wealth Management LLC10,122$580 06/30/2019
     SCHM10,122$580 06/30/2019
Wealthcare Advisory Partners LLC10,158$580 06/30/2019
     SCHM10,158$580 06/30/2019
Pegasus Asset Management Inc.10,075$575 06/30/2019
     SCHM10,075$575 06/30/2019
Confluence Wealth Management LLC10,056$574 06/30/2019
     SCHM10,056$574 06/30/2019
Lido Advisors LLC10,021$574 06/30/2019
     SCHM10,021$574 06/30/2019
MidWestOne Financial Group Inc.9,899$565 06/30/2019
     SCHM9,899$565 06/30/2019
CIBC Private Wealth Group LLC9,799$559 06/30/2019
     SCHM9,799$559 06/30/2019
SOL Capital Management CO9,590$547 06/30/2019
     SCHM9,590$547 06/30/2019
Financial Advocates Investment Management9,565$546 06/30/2019
     SCHM9,565$546 06/30/2019
Johnson Financial Group Inc.9,497$542 06/30/2019
     SCHM9,497$542 06/30/2019
Clearstead Advisors LLC9,417$538 06/30/2019
     SCHM9,417$538 06/30/2019
Boys Arnold & Co. Inc.9,024$515 06/30/2019
     SCHM9,024$515 06/30/2019
Calamos Advisors LLC8,707$497 06/30/2019
     SCHM8,707$497 06/30/2019
Front Row Advisors LLC8,842$490 03/31/2019
     SCHM8,842$490 03/31/2019
Tower Research Capital LLC TRC 8,537$487 06/30/2019
     SCHM8,537$487 06/30/2019
Aspen Investment Management Inc8,483$484 06/30/2019
     SCHM8,483$484 06/30/2019
IHT Wealth Management LLC8,374$478 06/30/2019
     SCHM8,374$478 06/30/2019
Princeton Global Asset Management LLC8,641$478 03/31/2019
     SCHM8,641$478 03/31/2019
Bank of New York Mellon Corp8,312$475 06/30/2019
     SCHM8,312$475 06/30/2019
Pacific Sun Financial Corp8,304$474 06/30/2019
     SCHM8,304$474 06/30/2019
Honkamp Krueger Financial Services Inc.8,017$460 06/30/2019
     SCHM8,017$460 06/30/2019
Boyer & Corporon Wealth Management LLC8,061$460 06/30/2019
     SCHM8,061$460 06/30/2019
Pinnacle Associates Ltd.7,799$445 06/30/2019
     SCHM7,799$445 06/30/2019
KC Investment Advisors LLC7,760$443 06/30/2019
     SCHM7,760$443 06/30/2019
Breiter Capital Management Inc.7,751$442 06/30/2019
     SCHM7,751$442 06/30/2019
Arlington Financial Advisors LLC7,629$436 06/30/2019
     SCHM7,629$436 06/30/2019
Keel Point LLC7,591$433 06/30/2019
     SCHM7,591$433 06/30/2019
Murphy Middleton Hinkle & Parker Inc.7,539$430 06/30/2019
     SCHM7,539$430 06/30/2019
Perigon Wealth Management LLC7,482$427 06/30/2019
     SCHM7,482$427 06/30/2019
Somerset Group LLC7,458$426 06/30/2019
     SCHM7,458$426 06/30/2019
United Income Inc.7,330$418 06/30/2019
     SCHM7,330$418 06/30/2019
EP Wealth Advisors LLC7,525$417 03/31/2019
     SCHM7,525$417 03/31/2019
We Are One Seven LLC7,292$416 06/30/2019
     SCHM7,292$416 06/30/2019
Gillespie Robinson & Grimm Inc.7,160$409 06/30/2019
     SCHM7,160$409 06/30/2019
Parallel Advisors LLC7,173$409 06/30/2019
     SCHM7,173$409 06/30/2019
Telemus Capital LLC7,421$406 06/30/2019
     SCHM7,421$406 06/30/2019
Chicago Partners Investment Group LLC6,994$401 06/30/2019
     SCHM6,994$401 06/30/2019
Glacier Peak Capital LLC6,885$393 06/30/2019
     SCHM6,885$393 06/30/2019
FineMark National Bank & Trust6,802$388 06/30/2019
     SCHM6,802$388 06/30/2019
Chemical Bank6,697$382 06/30/2019
     SCHM6,697$382 06/30/2019
Contravisory Investment Management Inc.6,660$380 06/30/2019
     SCHM6,660$380 06/30/2019
McKinley Carter Wealth Services Inc.6,523$372 06/30/2019
     SCHM6,523$372 06/30/2019
Reston Wealth Management LLC6,305$360 06/30/2019
     SCHM6,305$360 06/30/2019
Heritage Way Advisors LLC6,246$357 06/30/2019
     SCHM6,246$357 06/30/2019
BSW Wealth Partners6,242$356 06/30/2019
     SCHM6,242$356 06/30/2019
Valtinson Bruner Financial Planning LLC6,157$352 06/30/2019
     SCHM6,157$352 06/30/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management6,069$347 06/30/2019
     SCHM6,069$347 06/30/2019
Bay Colony Advisory Group Inc d b a Bay Colony Advisors6,078$347 06/30/2019
     SCHM6,078$347 06/30/2019
Destination Wealth Management6,039$345 06/30/2019
     SCHM6,039$345 06/30/2019
Capital Investment Advisors LLC6,035$345 06/30/2019
     SCHM6,035$345 06/30/2019
AE Wealth Management LLC6,017$344 06/30/2019
     SCHM6,017$344 06/30/2019
Bouchey Financial Group Ltd6,008$343 06/30/2019
     SCHM6,008$343 06/30/2019
Twele Capital Management Inc.5,969$341 06/30/2019
     SCHM5,969$341 06/30/2019
Bfsg LLC5,978$341 06/30/2019
     SCHM5,978$341 06/30/2019
Wealthcare Capital Management LLC5,879$336 06/30/2019
     SCHM5,879$336 06/30/2019
US Bancorp DE5,742$327 06/30/2019
     SCHM5,742$327 06/30/2019
Bronfman E.L. Rothschild L.P.5,736$327 06/30/2019
     SCHM5,736$327 06/30/2019
Slow Capital Inc.5,731$327 06/30/2019
     SCHM5,731$327 06/30/2019
Evensky & Katz LLC5,712$326 06/30/2019
     SCHM5,712$326 06/30/2019
Novare Capital Management LLC5,614$321 06/30/2019
     SCHM5,614$321 06/30/2019
Naples Global Advisors LLC5,622$321 06/30/2019
     SCHM5,622$321 06/30/2019
Cresset Asset Management LLC5,492$315 06/30/2019
     SCHM5,492$315 06/30/2019
Boltwood Capital Management5,475$313 06/30/2019
     SCHM5,475$313 06/30/2019
Rock Point Advisors LLC5,279$301 06/30/2019
     SCHM5,279$301 06/30/2019
RMB Capital Management LLC5,264$301 06/30/2019
     SCHM5,264$301 06/30/2019
National Asset Management Inc.5,269$301 06/30/2019
     SCHM5,269$301 06/30/2019
C M Bidwell & Associates Ltd.5,215$298 06/30/2019
     SCHM5,215$298 06/30/2019
Pathway Financial Advisors LLC5,141$293 06/30/2019
     SCHM5,141$293 06/30/2019
Pachira Investments Inc.4,851$277 06/30/2019
     SCHM4,851$277 06/30/2019
Paracle Advisors LLC4,868$277 06/30/2019
     SCHM4,868$277 06/30/2019
Segment Wealth Management LLC4,833$276 06/30/2019
     SCHM4,833$276 06/30/2019
Pinnacle Wealth Management Advisory Group LLC4,813$275 06/30/2019
     SCHM4,813$275 06/30/2019
Zacks Investment Management4,758$272 06/30/2019
     SCHM4,758$272 06/30/2019
Hochman Cole Investment Advisors Inc.4,729$270 06/30/2019
     SCHM4,729$270 06/30/2019
Camelot Portfolios LLC4,712$269 06/30/2019
     SCHM4,712$269 06/30/2019
Nikulski Financial Inc.4,670$269 06/30/2019
     SCHM4,670$269 06/30/2019
McMahon Financial Advisors LLC4,663$266 06/30/2019
     SCHM4,663$266 06/30/2019
Northern Trust Corp4,636$265 06/30/2019
     SCHM4,636$265 06/30/2019
Dumont & Blake Investment Advisors LLC $263 06/30/2019
     ETF6,029$263 06/30/2019
Dynamic Advisor Solutions LLC4,580$261 06/30/2019
     SCHM4,580$261 06/30/2019
Apollon Wealth Management LLC4,560$260 06/30/2019
     SCHM4,560$260 06/30/2019
SNS Financial Group LLC4,532$259 06/30/2019
     SCHM4,532$259 06/30/2019
Suntrust Banks Inc.4,523$258 06/30/2019
     SCHM4,523$258 06/30/2019
Renaissance Technologies LLC4,500$257 06/30/2019
     SCHM4,500$257 06/30/2019
PNC Financial Services Group Inc.4,414$251 06/30/2019
     SCHM4,414$251 06/30/2019
SevenBridge Financial Group LLC4,342$248 06/30/2019
     SCHM4,342$248 06/30/2019
LexAurum Advisors LLC4,346$248 06/30/2019
     SCHM4,346$248 06/30/2019
Penobscot Investment Management Company Inc.4,315$246 06/30/2019
     SCHM4,315$246 06/30/2019
Stillwater Capital Advisors LLC4,305$246 06/30/2019
     SCHM4,305$246 06/30/2019
Gateway Advisory LLC4,178$239 06/30/2019
     SCHM4,178$239 06/30/2019
Guidant Wealth Advisors4,151$237 06/30/2019
     SCHM4,151$237 06/30/2019
Appleton Partners Inc. MA4,115$235 06/30/2019
     SCHM4,115$235 06/30/2019
NEXT Financial Group Inc4,083$233 06/30/2019
     SCHM4,083$233 06/30/2019
Plancorp LLC4,054$231 06/30/2019
     SCHM4,054$231 06/30/2019
Youngs Advisory Group Inc.4,050$231 06/30/2019
     SCHM4,050$231 06/30/2019
REDW Wealth LLC3,972$227 06/30/2019
     SCHM3,972$227 06/30/2019
Berkshire Money Management Inc.3,950$226 06/30/2019
     SCHM3,950$226 06/30/2019
RBA Wealth Management LLC3,941$225 06/30/2019
     SCHM3,941$225 06/30/2019
Raub Brock Capital Management LP3,931$224 06/30/2019
     SCHM3,931$224 06/30/2019
Lutz Financial Services LLC3,903$223 06/30/2019
     SCHM3,903$223 06/30/2019
BCJ Capital Management LLC3,896$222 06/30/2019
     SCHM3,896$222 06/30/2019
Pinnacle Financial Partners Inc.3,864$221 06/30/2019
     SCHM3,864$221 06/30/2019
Sigma Planning Corp3,811$218 06/30/2019
     SCHM3,811$218 06/30/2019
Red Cedar Capital LLC3,812$218 06/30/2019
     SCHM3,812$218 06/30/2019
Personal Capital Advisors Corp3,800$217 06/30/2019
     SCHM3,800$217 06/30/2019
Donaldson Capital Management LLC3,671$210 06/30/2019
     SCHM3,671$210 06/30/2019
Carnegie Capital Asset Management LLC3,680$210 06/30/2019
     SCHM3,680$210 06/30/2019
SWS Partners3,595$207 06/30/2019
     SCHM3,595$207 06/30/2019
Reilly Financial Advisors LLC3,236$185 06/30/2019
     SCHM3,236$185 06/30/2019
Mycio Wealth Partners LLC3,127$179 06/30/2019
     SCHM3,127$179 06/30/2019
IFP Advisors Inc2,911$162 03/31/2019
     SCHM2,911$162 03/31/2019
Bedel Financial Consulting Inc.2,604$149 06/30/2019
     SCHM2,604$149 06/30/2019
FinTrust Capital Advisors LLC2,592$148 06/30/2019
     SCHM2,592$148 06/30/2019
Flagship Harbor Advisors LLC2,598$148 06/30/2019
     SCHM2,598$148 06/30/2019
FMR LLC2,537$145 06/30/2019
     SCHM2,537$145 06/30/2019
San Francisco Sentry Investment Group CA2,540$145 06/30/2019
     SCHM2,540$145 06/30/2019
Duncker Streett & Co. Inc.2,523$144 06/30/2019
     SCHM2,523$144 06/30/2019
Trustmark National Bank Trust Department2,500$143 06/30/2019
     SCHM2,500$143 06/30/2019
Sun Life Financial INC2,375$136 06/30/2019
     SCHM2,375$136 06/30/2019
Oppenheimer Asset Management Inc.2,370$135 06/30/2019
     SCHM2,370$135 06/30/2019
Coastal Investment Advisors Inc.2,323$134 06/30/2019
     SCHM2,323$134 06/30/2019
Valeo Financial Advisors LLC2,208$126 06/30/2019
     SCHM2,208$126 06/30/2019
Optimum Investment Advisors2,075$118 06/30/2019
     SCHM2,075$118 06/30/2019
Horan Capital Management1,932$110 06/30/2019
     SCHM1,932$110 06/30/2019
Laurel Wealth Advisors LLC1,698$97 06/30/2019
     SCHM1,698$97 06/30/2019
Glenmede Trust Co. NA1,564$89 06/30/2019
     SCHM1,564$89 06/30/2019
Bank of Montreal Can1,525$87 06/30/2019
     SCHM1,525$87 06/30/2019
Capital Directions Investment Advisors LLC1,455$83 06/30/2019
     SCHM1,455$83 06/30/2019
Carroll Financial Associates Inc.1,431$81 06/30/2019
     SCHM1,431$81 06/30/2019
Signaturefd LLC1,403$80 06/30/2019
     SCHM1,403$80 06/30/2019
Massey Quick Simon & CO. LLC1,391$79 06/30/2019
     SCHM1,391$79 06/30/2019
Permanens Capital L.P.1,363$78 06/30/2019
     SCHM1,363$78 06/30/2019
Thompson Siegel & Walmsley LLC1,300$74 06/30/2019
     SCHM1,300$74 06/30/2019
Capital Investment Advisory Services LLC1,194$68 06/30/2019
     SCHM1,194$68 06/30/2019
Ellevest Inc.1,080$62 06/30/2019
     SCHM1,080$62 06/30/2019
Capital Advisors Ltd. LLC1,051$60 06/30/2019
     SCHM1,051$60 06/30/2019
FTB Advisors Inc.1,020$58 06/30/2019
     SCHM1,020$58 06/30/2019
TCI Wealth Advisors Inc.903$52 06/30/2019
     SCHM903$52 06/30/2019
Global Retirement Partners LLC877$49 03/31/2019
     SCHM877$49 03/31/2019
Certified Advisory Corp847$48 06/30/2019
     SCHM847$48 06/30/2019
BlackRock Inc.773$44 06/30/2019
     SCHM773$44 06/30/2019
Sandy Spring Bank765$44 06/30/2019
     SCHM765$44 06/30/2019
Essex Savings Bank760$43 06/30/2019
     SCHM760$43 06/30/2019
Blume Capital Management Inc.712$41 06/30/2019
     SCHM712$41 06/30/2019
Mark Sheptoff Financial Planning LLC726$41 06/30/2019
     SCHM726$41 06/30/2019
Lehman & Derafelo Financial Resources LLC707$41 06/30/2019
     SCHM707$41 06/30/2019
Creative Financial Designs Inc. ADV699$40 06/30/2019
     SCHM699$40 06/30/2019
Cranbrook Wealth Management LLC709$40 06/30/2019
     SCHM709$40 06/30/2019
Glassman Wealth Services703$40 06/30/2019
     SCHM703$40 06/30/2019
Old North State Trust LLC685$39 06/30/2019
     SCHM685$39 06/30/2019
Pflug Koory LLC655$37 06/30/2019
     SCHM655$37 06/30/2019
Citigroup Inc.580$33 06/30/2019
     SCHM580$33 06/30/2019
Mackey Komara & Dankovich LLC558$32 06/30/2019
     SCHM558$32 06/30/2019
Harvest Group Wealth Management LLC461$26 06/30/2019
     SCHM461$26 06/30/2019
Patriot Financial Group Insurance Agency LLC439$25 06/30/2019
     SCHM439$25 06/30/2019
Sterling Investment Advisors Ltd.414$24 06/30/2019
     SCHM414$24 06/30/2019
JPMorgan Chase & Co.403$23 06/30/2019
     SCHM403$23 06/30/2019
Plante Moran Financial Advisors LLC370$21 06/30/2019
     SCHM370$21 06/30/2019
BDO Wealth Advisors LLC376$21 06/30/2019
     SCHM376$21 06/30/2019
Asset Dedication LLC356$20 06/30/2019
     SCHM356$20 06/30/2019
CWM LLC342$20 06/30/2019
     SCHM342$20 06/30/2019
Quadrant Capital Group LLC350$19 06/30/2019
     SCHM350$19 06/30/2019
Blair William & Co. IL269$15 06/30/2019
     SCHM269$15 06/30/2019
LifePlan Financial Group Inc267$15 06/30/2019
     SCHM267$15 06/30/2019
First Personal Financial Services250$14 06/30/2019
     SCHM250$14 06/30/2019
McIlrath & Eck LLC254$14 06/30/2019
     SCHM254$14 06/30/2019
Baldwin Brothers Inc. MA233$13 06/30/2019
     SCHM233$13 06/30/2019
AllSquare Wealth Management LLC235$13 06/30/2019
     SCHM235$13 06/30/2019
Horan Securities Inc.217$12 06/30/2019
     SCHM217$12 06/30/2019
CENTRAL TRUST Co190$11 06/30/2019
     SCHM190$11 06/30/2019
Deutsche Bank AG198$11 06/30/2019
     SCHM198$11 06/30/2019
JNBA Financial Advisors200$11 06/30/2019
     SCHM200$11 06/30/2019
Coastal Capital Group Inc.180$10 06/30/2019
     SCHM180$10 06/30/2019
Fifth Third Bancorp156$9 06/30/2019
     SCHM156$9 06/30/2019
Macroview Investment Management LLC160$9 06/30/2019
     SCHM160$9 06/30/2019
Truewealth LLC160$9 06/30/2019
     SCHM160$9 06/30/2019
Northern Oak Wealth Management Inc.136$8 06/30/2019
     SCHM136$8 06/30/2019
Gradient Investments LLC139$8 06/30/2019
     SCHM139$8 06/30/2019
Versant Capital Management Inc156$8 06/30/2019
     SCHM156$8 06/30/2019
Horrell Capital Management Inc.120$7 06/30/2019
     SCHM120$7 06/30/2019
Whitener Capital Management Inc.120$6 06/30/2019
     SCHM120$6 06/30/2019
Transamerica Financial Advisors Inc.105$6 06/30/2019
     SCHM105$6 06/30/2019
Spectrum Management Group Inc.105$6 06/30/2019
     SCHM105$6 06/30/2019
Winslow Evans & Crocker Inc.100$6 06/30/2019
     SCHM100$6 06/30/2019
Roble Belko & Company Inc113$6 06/30/2019
     SCHM113$6 06/30/2019
Larson Financial Group LLC106$6 06/30/2019
     SCHM106$6 06/30/2019
Benjamin Edwards Inc.93$5 06/30/2019
     SCHM93$5 06/30/2019
Golden State Wealth Management LLC93$5 06/30/2019
     SCHM93$5 06/30/2019
Rehmann Capital Advisory Group97$5 03/31/2019
     SCHM97$5 03/31/2019
Synovus Financial Corp71$4 06/30/2019
     SCHM71$4 06/30/2019
Barrett Asset Management LLC75$4 06/30/2019
     SCHM75$4 06/30/2019
Cutler Group LP $4 06/30/2019
     Call4,700$4 06/30/2019
     Put1,000$0 06/30/2019
Burt Wealth Advisors72$4 06/30/2019
     SCHM72$4 06/30/2019
Gs Investments Inc.67$4 06/30/2019
     SCHM67$4 06/30/2019
Trust Co. of Vermont56$3 06/30/2019
     SCHM56$3 06/30/2019
NewSquare Capital LLC50$3 06/30/2019
     SCHM50$3 06/30/2019
Stearns Financial Services Group51$3 06/30/2019
     SCHM51$3 06/30/2019
Knuff & Co LLC55$3 06/30/2019
     SCHM55$3 06/30/2019
TCG Advisors LP41$2 06/30/2019
     SCHM41$2 06/30/2019
Arbor Wealth Management LLC39$2 06/30/2019
     SCHM39$2 06/30/2019
Squar Milner Financial Services LLC41$2 06/30/2019
     SCHM41$2 06/30/2019
Investors Research Corp36$2 06/30/2019
     SCHM36$2 06/30/2019
Doyle Wealth Management14$1 06/30/2019
     SCHM14$1 06/30/2019
Howe & Rusling Inc.2$0 06/30/2019
     SCHM2$0 06/30/2019
Parallax Volatility Advisers L.P.1$0 06/30/2019
     SCHM1$0 06/30/2019
Private Ocean LLC7$0 06/30/2019
     SCHM7$0 06/30/2019
Crewe Advisors LLC1$0 06/30/2019
     SCHM1$0 06/30/2019
Investment Security Group Inc. Co. ADV806,907$-46,221 06/30/2019
     Put806,907$46,221 06/30/2019

See Summary: Institutional Holders of SCHM
See Details: Top 10 Hedge Funds Holding SCHM
Also See: SCHM Holdings Changes

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