Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.00% | 0.04% | 0.09% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
WELLS FARGO & COMPANY/MN | 17 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 21 | 21 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Capital Analysts, LLC | 20 | 20 | 0.00% | 0.08% | 0.21% | Q4 2018 | Q3 2023 | 20 |
JANE STREET GROUP, LLC | 16 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 20 |
Geneos Wealth Management Inc. | 19 | 19 | 0.00% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
IFP Advisors, Inc | 17 | 17 | 0.02% | 0.06% | 0.10% | Q3 2019 | Q3 2023 | 17 |
MML INVESTORS SERVICES, LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
First Heartland Consultants, Inc. | 9 | 8 | 0.01% | 0.16% | 0.79% | Q2 2019 | Q3 2023 | 17 |
Raymond James Financial Services Advisors, Inc. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
American Portfolios Advisors | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2022 | 16 |
UBS Group AG | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
HBW ADVISORY SERVICES LLC | 16 | 16 | 0.14% | 0.46% | 0.77% | Q4 2019 | Q3 2023 | 16 |
Anchor Investment Management, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2021 | 16 |
Cetera Advisors LLC | 16 | 16 | 0.01% | 0.09% | 0.18% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.08% | 0.18% | Q4 2019 | Q3 2023 | 16 |
CITIZENS FINANCIAL GROUP INC/RI | 11 | 4 | 0.01% | 0.05% | 0.09% | Q1 2019 | Q1 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.06% | 0.11% | 0.29% | Q1 2020 | Q3 2023 | 15 |
Schneider Downs Wealth Management Advisors, LP | 15 | 15 | 0.31% | 0.63% | 0.81% | Q1 2020 | Q3 2023 | 15 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 15 | 15 | 0.05% | 0.07% | 0.09% | Q2 2018 | Q4 2021 | 15 |
Leelyn Smith, LLC | 15 | 15 | 0.00% | 2.51% | 4.76% | Q4 2019 | Q2 2023 | 15 |
ENVESTNET ASSET MANAGEMENT INC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.02% | 0.22% | 0.56% | Q4 2019 | Q3 2023 | 15 |
Prestige Wealth Management Group LLC | 15 | 15 | 0.20% | 2.29% | 3.76% | Q1 2020 | Q3 2023 | 15 |
FLAGSHIP HARBOR ADVISORS, LLC | 15 | 15 | 0.01% | 0.11% | 0.32% | Q1 2020 | Q3 2023 | 15 |
Good Life Advisors, LLC | 14 | 14 | 0.38% | 0.45% | 0.57% | Q2 2020 | Q3 2023 | 14 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 1 | 0.01% | 0.09% | 0.18% | Q1 2020 | Q3 2023 | 14 |
IAG Wealth Partners, LLC | 14 | 14 | 1.16% | 1.50% | 1.88% | Q2 2020 | Q3 2023 | 14 |
Pinnacle Bancorp, Inc. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Private Advisor Group, LLC | 11 | 1 | 0.00% | 0.04% | 0.09% | Q3 2018 | Q3 2023 | 14 |
IFG Advisory, LLC | 9 | 5 | 0.03% | 0.28% | 0.94% | Q1 2020 | Q3 2023 | 14 |
Citadel Advisors | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 14 |
Invesco Ltd. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Cetera Investment Advisers | 13 | 13 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Insight Wealth Partners, LLC | 13 | 13 | 0.58% | 5.58% | 14.09% | Q3 2020 | Q3 2023 | 13 |
CITIGROUP INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 13 |
RAYMOND JAMES & ASSOCIATES | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 13 |
LEVEL FOUR ADVISORY SERVICES, LLC | 11 | 2 | 0.03% | 0.62% | 1.24% | Q4 2019 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.05% | 0.09% | Q3 2020 | Q3 2023 | 13 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 12 | 12 | 0.06% | 0.41% | 0.90% | Q3 2019 | Q2 2022 | 12 |
PFG Advisors | 8 | 4 | 0.04% | 0.13% | 0.19% | Q2 2020 | Q3 2023 | 12 |
Alta Wealth Advisors LLC | 12 | 12 | 0.29% | 1.18% | 2.04% | Q4 2020 | Q3 2023 | 12 |
TCG Advisory Services, LLC | 12 | 12 | 0.28% | 0.43% | 0.62% | Q4 2020 | Q3 2023 | 12 |
Snowden Capital Advisors LLC | 8 | 4 | 0.18% | 0.22% | 0.30% | Q3 2020 | Q3 2023 | 12 |
NewEdge Advisors, LLC | 12 | 12 | 0.01% | 0.03% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Quantitative Advantage, LLC | 12 | 12 | 0.29% | 0.45% | 0.64% | Q2 2020 | Q1 2023 | 12 |
CAPITAL WEALTH MANAGEMENT, LLC | 11 | 11 | 0.21% | 1.68% | 3.05% | Q4 2019 | Q2 2022 | 11 |
BANK OF MONTREAL /CAN/ | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.78% | 0.96% | 1.19% | Q1 2021 | Q3 2023 | 11 |
Integrated Advisors Network LLC | 11 | 11 | 0.04% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 11 |
CreativeOne Wealth, LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q2 2023 | 11 |
tru Independence LLC | 6 | 2 | 0.00% | 0.08% | 0.16% | Q4 2019 | Q4 2022 | 11 |
Wealthcare Advisory Partners LLC | 10 | 10 | 0.01% | 0.06% | 0.20% | Q1 2021 | Q2 2023 | 10 |
J.W. COLE ADVISORS, INC. | 7 | 3 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q2 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.05% | 0.14% | Q1 2021 | Q3 2023 | 10 |
HOWARD FINANCIAL SERVICES, LTD. | 6 | 4 | 0.07% | 0.77% | 1.89% | Q4 2019 | Q3 2023 | 10 |
Key FInancial Inc | 10 | 10 | 0.01% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
CENTAURUS FINANCIAL, INC. | 10 | 10 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.01% | 0.46% | 1.43% | Q4 2020 | Q3 2023 | 10 |
SeaBridge Investment Advisors LLC | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q3 2020 | 10 |
AVANTAX ADVISORY SERVICES, INC. | 10 | 10 | 0.01% | 0.03% | 0.08% | Q2 2021 | Q3 2023 | 10 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 10 |
MGO ONE SEVEN LLC | 10 | 10 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q1 2023 | 10 |
Financial Advocates Investment Management | 10 | 10 | 0.02% | 0.11% | 0.18% | Q2 2021 | Q3 2023 | 10 |
JT Stratford LLC | 10 | 10 | 0.12% | 0.75% | 1.03% | Q3 2019 | Q4 2021 | 10 |
RPg Family Wealth Advisory, LLC | 4 | 1 | 0.01% | 0.14% | 0.52% | Q2 2018 | Q1 2022 | 10 |
FMR LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 9 |
Dynamic Advisor Solutions LLC | 5 | 4 | 0.02% | 0.16% | 0.34% | Q2 2021 | Q3 2023 | 9 |
Integrated Wealth Concepts LLC | 9 | 9 | 0.10% | 0.29% | 0.43% | Q3 2021 | Q3 2023 | 9 |
NEXT Financial Group, Inc | 9 | 9 | 0.01% | 0.05% | 0.08% | Q4 2019 | Q4 2021 | 9 |
Brookstone Capital Management | 9 | 9 | 0.05% | 0.21% | 0.42% | Q3 2021 | Q3 2023 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 1.08% | 2.01% | 2.97% | Q4 2019 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.05% | 0.27% | Q2 2021 | Q3 2023 | 9 |
Mechanics Bank Trust Department | 9 | 9 | 0.26% | 0.91% | 1.36% | Q3 2021 | Q3 2023 | 9 |
Allworth Financial LP | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 9 |
WBH ADVISORY INC | 6 | 3 | 0.05% | 0.10% | 0.20% | Q2 2021 | Q3 2023 | 9 |
Treasure Coast Financial Planning | 8 | 8 | 0.31% | 2.24% | 7.60% | Q4 2021 | Q3 2023 | 8 |
RTD Financial Advisors, Inc. | 8 | 8 | 1.91% | 4.28% | 5.27% | Q4 2021 | Q3 2023 | 8 |
VICUS CAPITAL | 8 | 8 | 0.02% | 0.38% | 0.54% | Q2 2021 | Q1 2023 | 8 |
Belpointe Asset Management LLC | 8 | 8 | 0.05% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 8 |
V Wealth Advisors LLC | 8 | 8 | 0.15% | 0.18% | 0.19% | Q3 2021 | Q2 2023 | 8 |
CWM, LLC | 8 | 8 | 0.10% | 0.13% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Cetera Advisor Networks LLC | 6 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 8 |
MJP ASSOCIATES INC /ADV | 8 | 8 | 0.43% | 0.81% | 1.26% | Q4 2020 | Q3 2022 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.00% | 0.41% | 1.75% | Q4 2020 | Q4 2022 | 8 |
Carmichael Hill & Associates, Inc. | 8 | 8 | 0.00% | 0.02% | 0.14% | Q4 2021 | Q3 2023 | 8 |
US BANCORP \DE\ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
STIFEL FINANCIAL CORP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2022 | 8 |
Western Wealth Management, LLC | 7 | 1 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 8 |
RFG Advisory, LLC | 8 | 8 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Kestra Advisory Services, LLC | 7 | 1 | 0.00% | 0.03% | 0.04% | Q3 2020 | Q3 2022 | 8 |
Braun-Bostich & Associates Inc. | 4 | 3 | 2.38% | 3.78% | 5.18% | Q4 2020 | Q3 2022 | 7 |
LINCOLN NATIONAL CORP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Intelligence Driven Advisers, LLC | 7 | 7 | 0.07% | 2.07% | 3.77% | Q2 2021 | Q4 2022 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.00% | 0.01% | 0.08% | Q2 2018 | Q4 2019 | 7 |
Pathway Financial Advisors LLC | 7 | 7 | 0.11% | 0.33% | 0.71% | Q1 2022 | Q3 2023 | 7 |
Rockefeller Capital Management L.P. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
Tower Research Capital LLC (TRC) | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 7 | 7 | 1.91% | 2.82% | 3.99% | Q4 2020 | Q2 2022 | 7 |
PSI Advisors, LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 7 |
LEO BROKERAGE, LLC | 3 | 2 | 0.04% | 0.09% | 0.12% | Q1 2021 | Q2 2023 | 7 |
Intergy Private Wealth, LLC | 7 | 7 | 0.16% | 0.19% | 0.31% | Q1 2022 | Q3 2023 | 7 |
Stratos Wealth Partners, LTD. | 6 | 1 | 0.00% | 0.05% | 0.10% | Q3 2018 | Q3 2023 | 7 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
CIBC WORLD MARKET INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 6 | 1 | 0.07% | 4.54% | 12.36% | Q4 2019 | Q3 2021 | 7 |
Financial Engines Advisors L.L.C. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BB&T SECURITIES, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
Brio Consultants, LLC | 6 | 6 | 4.26% | 5.27% | 6.04% | Q2 2022 | Q3 2023 | 6 |
Paragon Wealth Strategies, LLC | 4 | 2 | 0.13% | 2.86% | 6.15% | Q2 2021 | Q1 2023 | 6 |
Lido Advisors, LLC | 6 | 6 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Beaumont Financial Partners, LLC | 6 | 6 | 0.07% | 1.34% | 1.91% | Q4 2020 | Q1 2022 | 6 |
KMG FIDUCIARY PARTNERS, LLC | 6 | 6 | 0.08% | 0.69% | 0.88% | Q2 2022 | Q3 2023 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q2 2023 | 6 |
ROCKLAND TRUST CO | 6 | 6 | 0.08% | 0.41% | 0.57% | Q2 2022 | Q3 2023 | 6 |
MRA Advisory Group | 6 | 6 | 2.42% | 3.22% | 4.43% | Q4 2020 | Q1 2022 | 6 |
CAPTRUST FINANCIAL ADVISORS | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Retirement Planning Group, LLC | 6 | 6 | 0.13% | 0.49% | 0.90% | Q2 2022 | Q3 2023 | 6 |
Marcum Wealth, LLC | 6 | 6 | 0.08% | 0.14% | 0.20% | Q2 2022 | Q3 2023 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.07% | 0.18% | 0.30% | Q1 2022 | Q2 2023 | 6 |
Founders Financial Alliance, LLC | 6 | 6 | 0.52% | 0.59% | 0.69% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
THRIVENT FINANCIAL FOR LUTHERANS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Grant/GrossMendelsohn, LLC | 5 | 5 | 0.42% | 2.71% | 5.29% | Q2 2021 | Q2 2022 | 5 |
Valmark Advisers, Inc. | 5 | 5 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q2 2022 | 5 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 5 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 3 | 2 | 0.55% | 1.20% | 1.68% | Q4 2021 | Q1 2023 | 5 |
Avestar Capital, LLC | 5 | 5 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q2 2019 | 5 |
GeoWealth Management, LLC | 2 | 1 | 0.06% | 1.16% | 2.93% | Q3 2021 | Q3 2023 | 5 |
WEDBUSH SECURITIES INC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
NorthLanding Financial Partners, LLC | 5 | 5 | 0.21% | 0.25% | 0.30% | Q3 2022 | Q3 2023 | 5 |
Arete Wealth Advisors, LLC | 2 | 1 | 0.17% | 0.29% | 0.58% | Q1 2020 | Q2 2023 | 5 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 1 | 0.01% | 0.07% | 0.21% | Q1 2022 | Q3 2023 | 5 |
LexAurum Advisors, LLC | 5 | 5 | 0.26% | 0.53% | 0.94% | Q3 2022 | Q3 2023 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Advisor Resource Council | 3 | 1 | 0.06% | 0.20% | 0.49% | Q2 2021 | Q3 2023 | 5 |
Evolution Wealth Advisors, LLC | 4 | 1 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 5 |
PARK AVENUE SECURITIES LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
Hedeker Wealth, LLC | 5 | 5 | 0.27% | 0.59% | 0.88% | Q3 2022 | Q3 2023 | 5 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2022 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 1.76% | 2.17% | 2.51% | Q1 2023 | Q4 2023 | 4 |
Aveo Capital Partners, LLC | 4 | 4 | 0.03% | 1.04% | 2.12% | Q1 2022 | Q4 2022 | 4 |
FORTEM FINANCIAL GROUP, LLC | 4 | 4 | 1.01% | 1.41% | 2.29% | Q1 2022 | Q4 2022 | 4 |
Masso Torrence Wealth Management Inc. | 4 | 4 | 0.17% | 0.29% | 0.33% | Q4 2021 | Q3 2022 | 4 |
Sowell Financial Services LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Ameritas Advisory Services, LLC | 3 | 1 | 0.00% | 0.04% | 0.06% | Q4 2021 | Q1 2023 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.35% | 0.42% | 0.47% | Q4 2022 | Q3 2023 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.01% | 0.16% | 0.61% | Q4 2021 | Q3 2022 | 4 |
Keel Point, LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
LGT Financial Advisors LLC | 4 | 4 | 2.38% | 3.11% | 4.53% | Q4 2022 | Q3 2023 | 4 |
ASSETMARK, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Mariner, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q1 2021 | 4 |
VIRIDIAN RIA, LLC | 2 | 2 | 0.08% | 0.08% | 0.10% | Q1 2021 | Q1 2022 | 4 |
Ameritas Investment Company, LLC | 2 | 1 | 0.01% | 0.05% | 0.11% | Q1 2020 | Q3 2021 | 4 |
Investors Financial Group, LLC | 4 | 4 | 0.15% | 0.50% | 0.68% | Q2 2020 | Q1 2021 | 4 |
WEALTH MANAGEMENT RESOURCES, INC. | 4 | 4 | 4.14% | 5.04% | 5.86% | Q4 2021 | Q3 2022 | 4 |
AdvisorNet Financial, Inc | 2 | 2 | 0.00% | 0.15% | 0.34% | Q2 2020 | Q3 2023 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BEACON FINANCIAL PLANNING, INC | 4 | 4 | 10.36% | 10.95% | 11.69% | Q4 2022 | Q3 2023 | 4 |
COZAD ASSET MANAGEMENT INC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q4 2022 | 3 |
Larson Financial Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Parallel Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
First Allied Advisory Services, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Sigma Planning Corp | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
EATON VANCE MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.12% | 0.14% | 0.16% | Q4 2021 | Q2 2022 | 3 |
Destiny Capital Corp/CO | 3 | 3 | 3.40% | 3.57% | 3.69% | Q4 2022 | Q2 2023 | 3 |
55I, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 3 |
AE Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
USAdvisors Wealth Management, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q3 2022 | Q1 2023 | 3 |
Pensionmark Financial Group, LLC | 3 | 3 | 0.05% | 0.14% | 0.32% | Q1 2023 | Q3 2023 | 3 |
BOKF, NA | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 3 |
Baird Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Portfolio Solutions, LLC | 3 | 3 | 0.26% | 0.33% | 0.46% | Q1 2020 | Q3 2020 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Live Oak Investment Partners | 3 | 3 | 3.21% | 3.33% | 3.41% | Q4 2022 | Q2 2023 | 3 |
COOK WEALTH MANAGEMENT GROUP LLC | 3 | 3 | 0.20% | 0.53% | 1.06% | Q1 2023 | Q3 2023 | 3 |
Spectrum Wealth Advisory Group, LLC | 3 | 3 | 1.52% | 1.97% | 2.32% | Q2 2020 | Q4 2020 | 3 |
WCG Wealth Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2020 | Q2 2021 | 2 |
PFS INVESTMENTS INC. | 2 | 2 | 0.40% | 0.41% | 0.42% | Q1 2023 | Q2 2023 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Faithward Advisors, LLC | 2 | 2 | 0.08% | 0.12% | 0.15% | Q3 2022 | Q4 2022 | 2 |
Professional Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Engrave Wealth Partners LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q1 2020 | Q2 2020 | 2 |
RAYMOND JAMES TRUST N.A. | 2 | 2 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q3 2021 | 2 |
VIVID FINANCIAL MANAGEMENT, INC. | 2 | 2 | 0.10% | 0.43% | 0.76% | Q4 2020 | Q1 2021 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Consolidated Portfolio Review Corp | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cooper Financial Group | 2 | 2 | 0.49% | 0.50% | 0.50% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q1 2022 | 2 |
January Capital Advisors LLC | 2 | 2 | 3.65% | 3.65% | 3.65% | Q1 2022 | Q2 2022 | 2 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.06% | 0.08% | 0.11% | Q4 2019 | Q4 2020 | 2 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Renaissance Technologies | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Rooted Wealth Advisors, Inc. | 2 | 2 | 0.14% | 0.17% | 0.19% | Q1 2023 | Q2 2023 | 2 |
Amplius Wealth Advisors, LLC | 2 | 2 | 1.45% | 1.62% | 1.80% | Q4 2022 | Q1 2023 | 2 |
Strategic Family Wealth Counselors, L.L.C. | 2 | 2 | 0.77% | 0.94% | 1.12% | Q4 2022 | Q1 2023 | 2 |
HighTower Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
Capital Advisory Group Advisory Services, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 2 |
WIN ADVISORS, INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Bogart Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
PAX Financial Group, LLC | 2 | 2 | 0.05% | 0.09% | 0.12% | Q2 2023 | Q3 2023 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 2 |
KerberRose Wealth Management, LLC | 1 | 1 | 1.94% | 1.94% | 1.94% | Q2 2022 | Q2 2022 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DESTINY CAPITAL SECURITIES CORPORATION | 1 | 1 | 3.36% | 3.36% | 3.36% | Q3 2023 | Q3 2023 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2021 | Q3 2021 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
OPPENHEIMER & CO INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Goodman Advisory Group, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2023 | Q3 2023 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2023 | Q1 2023 | 1 |
WealthCare Investment Partners, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
GREENLEAF TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
STRATEGY ASSET MANAGERS LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
BlackDiamond Wealth Management, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2021 | Q4 2021 | 1 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Sanchez Wealth Management Group | 1 | 1 | 6.32% | 6.32% | 6.32% | Q2 2018 | Q2 2018 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Shorepoint Capital Partners LLC | 1 | 1 | 1.70% | 1.70% | 1.70% | Q2 2022 | Q2 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Patten Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Jackson Financial Management | 1 | 1 | 1.43% | 1.43% | 1.43% | Q4 2019 | Q4 2019 | 1 |
Claro Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
Allen Capital Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
McAdam, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
SageView Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
TCG Advisors, LP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2020 | Q2 2020 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Laurel Wealth Planning LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PFS Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own INVESCO ACTIVELY MANAGED ETF or have owned INVESCO ACTIVELY MANAGED ETF in the past.