Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Kovack Advisors, Inc. | 22 | 22 | 0.34% | 0.49% | 0.60% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
STIFEL FINANCIAL CORP | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
WHITTIER TRUST CO | 22 | 22 | 0.00% | 0.02% | 0.07% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
FIRST FOUNDATION ADVISORS | 22 | 22 | 0.02% | 0.07% | 0.14% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Tortoise Investment Management, LLC | 22 | 22 | 0.02% | 1.95% | 6.57% | Q2 2018 | Q3 2023 | 22 |
GRIMES & COMPANY, INC. | 22 | 22 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Invesco Ltd. | 22 | 22 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
VISTA INVESTMENT MANAGEMENT | 22 | 22 | 1.31% | 2.28% | 3.48% | Q2 2018 | Q3 2023 | 22 |
Texas Yale Capital Corp. | 21 | 21 | 0.02% | 0.30% | 0.77% | Q3 2018 | Q3 2023 | 21 |
Vectors Research Management, LLC | 21 | 21 | 1.15% | 4.05% | 6.54% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.04% | 0.20% | Q3 2018 | Q3 2023 | 21 |
JANE STREET GROUP, LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 20 |
Capital Analysts, LLC | 20 | 20 | 0.01% | 0.19% | 0.24% | Q4 2018 | Q3 2023 | 20 |
BANK OF AMERICA CORP /DE/ | 20 | 20 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2023 | 20 |
HOLDERNESS INVESTMENTS CO | 15 | 5 | 0.41% | 1.53% | 2.95% | Q2 2018 | Q3 2023 | 20 |
PFS INVESTMENTS INC. | 20 | 20 | 0.00% | 0.20% | 0.46% | Q3 2018 | Q2 2023 | 20 |
OneDigital Investment Advisors LLC | 17 | 2 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 19 |
WELLS FARGO & COMPANY/MN | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
RAYMOND JAMES & ASSOCIATES | 10 | 9 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 19 |
WealthPLAN Partners, LLC | 15 | 4 | 0.02% | 0.22% | 0.52% | Q3 2018 | Q3 2023 | 19 |
AlphaMark Advisors, LLC | 18 | 18 | 0.00% | 0.17% | 0.97% | Q2 2019 | Q3 2023 | 18 |
UBS Group AG | 9 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
Capital Investment Advisory Services, LLC | 11 | 7 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
WHITTIER TRUST CO OF NEVADA INC | 11 | 7 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 18 |
SIGNATUREFD, LLC | 17 | 17 | 0.00% | 0.04% | 0.10% | Q3 2019 | Q3 2023 | 17 |
HNP Capital LLC | 12 | 5 | 1.68% | 4.24% | 6.57% | Q4 2018 | Q1 2023 | 17 |
KMG FIDUCIARY PARTNERS, LLC | 17 | 17 | 0.32% | 0.95% | 1.65% | Q3 2019 | Q3 2023 | 17 |
Barnett & Company, Inc. | 17 | 17 | 0.15% | 3.02% | 6.25% | Q2 2018 | Q2 2022 | 17 |
Mendel Money Management | 14 | 3 | 0.27% | 1.04% | 2.36% | Q2 2019 | Q3 2023 | 17 |
Raab & Moskowitz Asset Management LLC | 17 | 17 | 0.08% | 0.51% | 1.24% | Q2 2018 | Q2 2022 | 17 |
IFP Advisors, Inc | 14 | 3 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q4 2022 | 17 |
AJ WEALTH STRATEGIES, LLC | 16 | 16 | 0.12% | 0.33% | 0.61% | Q1 2019 | Q4 2022 | 16 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 16 | 16 | 0.06% | 0.12% | 0.25% | Q4 2019 | Q3 2023 | 16 |
NATIXIS | 12 | 4 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.03% | 0.08% | 0.19% | Q4 2019 | Q3 2023 | 15 |
BLAIR WILLIAM & CO/IL | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
ENVESTNET ASSET MANAGEMENT INC | 8 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 15 |
Laidlaw Wealth Management LLC | 15 | 15 | 0.13% | 1.04% | 2.06% | Q1 2020 | Q3 2023 | 15 |
ROOSEVELT INVESTMENT GROUP LLC | 14 | 14 | 0.04% | 0.06% | 0.09% | Q2 2019 | Q3 2022 | 14 |
Cottage Street Advisors LLC | 8 | 1 | 0.66% | 1.11% | 1.58% | Q4 2018 | Q3 2023 | 14 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 13 |
BLUESTEIN R H & CO LLC | 13 | 13 | 0.05% | 0.08% | 0.13% | Q3 2019 | Q3 2022 | 13 |
Geneos Wealth Management Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 13 |
SHEETS SMITH WEALTH MANAGEMENT | 9 | 2 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 11 |
Brinker Capital Investments, LLC | 11 | 11 | 0.01% | 0.64% | 1.53% | Q2 2018 | Q4 2020 | 11 |
Steward Partners Investment Advisory, LLC | 8 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 11 |
MEITAV INVESTMENT HOUSE LTD | 6 | 5 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Orion Portfolio Solutions, LLC | 9 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2023 | 11 |
Raymond James Financial Services Advisors, Inc. | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 11 |
THRIVENT FINANCIAL FOR LUTHERANS | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2022 | 11 |
Rehmann Capital Advisory Group | 5 | 1 | 0.02% | 0.06% | 0.17% | Q2 2018 | Q1 2022 | 11 |
Rockefeller Capital Management L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
HHM Wealth Advisors, LLC | 10 | 10 | 0.14% | 0.18% | 0.21% | Q2 2021 | Q3 2023 | 10 |
Bison Wealth, LLC | 10 | 10 | 0.16% | 0.38% | 0.83% | Q2 2021 | Q3 2023 | 10 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.01% | 0.06% | 0.20% | Q4 2018 | Q2 2023 | 10 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 10 |
Spotlight Asset Group, Inc. | 5 | 1 | 0.05% | 0.23% | 0.42% | Q3 2020 | Q3 2023 | 9 |
AE Wealth Management LLC | 9 | 9 | 0.00% | 0.03% | 0.09% | Q3 2021 | Q3 2023 | 9 |
First Heartland Consultants, Inc. | 9 | 9 | 0.01% | 0.08% | 0.21% | Q1 2021 | Q1 2023 | 9 |
PNC FINANCIAL SERVICES GROUP, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
Advisory Services Network, LLC | 8 | 8 | 0.00% | 0.06% | 0.08% | Q2 2018 | Q1 2020 | 8 |
Harfst & Associates, Inc. | 8 | 8 | 0.10% | 4.86% | 9.02% | Q1 2021 | Q4 2022 | 8 |
6 Meridian | 8 | 8 | 1.04% | 1.63% | 2.15% | Q1 2020 | Q4 2021 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 8 |
Lucia Wealth Services, LLC | 8 | 8 | 1.04% | 2.01% | 2.55% | Q4 2018 | Q3 2020 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.30% | 0.40% | 0.67% | Q4 2021 | Q3 2023 | 8 |
TRUIST FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
GREENWOOD CAPITAL ASSOCIATES LLC | 8 | 8 | 0.09% | 0.42% | 1.34% | Q2 2018 | Q1 2020 | 8 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.04% | 0.11% | Q1 2022 | Q3 2023 | 7 |
TAP Consulting, LLC | 7 | 7 | 0.14% | 0.29% | 0.47% | Q1 2022 | Q3 2023 | 7 |
First Horizon Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 7 |
JAMES INVESTMENT RESEARCH INC | 7 | 7 | 0.25% | 0.52% | 0.74% | Q1 2022 | Q3 2023 | 7 |
Aptus Capital Advisors, LLC | 6 | 1 | 0.07% | 0.11% | 0.19% | Q2 2019 | Q3 2023 | 7 |
Sunflower Bank, N.A. | 7 | 7 | 2.70% | 3.32% | 3.74% | Q1 2022 | Q3 2023 | 7 |
Cetera Investment Advisers | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
RAYMOND JAMES TRUST N.A. | 7 | 7 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q2 2022 | 7 |
COMMONWEALTH EQUITY SERVICES, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Orca Investment Management, LLC | 7 | 7 | 0.57% | 4.92% | 9.98% | Q2 2021 | Q4 2022 | 7 |
J.W. COLE ADVISORS, INC. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Clearwater Capital Advisors, LLC | 7 | 7 | 0.11% | 0.42% | 1.04% | Q3 2018 | Q1 2020 | 7 |
S. R. Schill & Associates | 7 | 7 | 0.28% | 0.32% | 0.37% | Q2 2018 | Q4 2019 | 7 |
CWM, LLC | 6 | 1 | 0.00% | 0.02% | 0.14% | Q4 2018 | Q3 2023 | 7 |
Blue Edge Capital, LLC | 7 | 7 | 0.08% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 7 |
BDO Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
ARS Wealth Advisors, LLC | 6 | 6 | 1.11% | 4.58% | 8.07% | Q3 2018 | Q4 2019 | 6 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 6 |
Patriot Financial Group Insurance Agency, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
US BANCORP \DE\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Belpointe Asset Management LLC | 4 | 2 | 0.00% | 0.06% | 0.16% | Q3 2019 | Q3 2023 | 6 |
Private Advisor Group, LLC | 6 | 6 | 0.00% | 0.03% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Quantitative Advantage, LLC | 6 | 6 | 0.45% | 0.54% | 0.63% | Q4 2021 | Q1 2023 | 6 |
ProVise Management Group, LLC | 5 | 5 | 0.02% | 0.12% | 0.24% | Q1 2022 | Q1 2023 | 5 |
Tower Research Capital LLC (TRC) | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 5 |
MML INVESTORS SERVICES, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 5 |
Summit Place Financial Advisors, LLC | 5 | 5 | 0.16% | 0.22% | 0.27% | Q1 2022 | Q1 2023 | 5 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 5 | 5 | 0.27% | 0.70% | 1.02% | Q4 2018 | Q4 2019 | 5 |
BROOKS, MOORE & ASSOCIATES, INC. | 5 | 5 | 1.70% | 2.00% | 2.18% | Q4 2018 | Q4 2019 | 5 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 5 |
RFG Advisory, LLC | 5 | 5 | 0.84% | 1.13% | 1.28% | Q2 2018 | Q2 2019 | 5 |
Sigma Planning Corp | 4 | 4 | 0.03% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Cerro Pacific Wealth Advisors LLC | 4 | 4 | 0.58% | 0.72% | 1.01% | Q2 2022 | Q1 2023 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 1.62% | 2.35% | 4.20% | Q4 2022 | Q3 2023 | 4 |
Arkadios Wealth Advisors | 3 | 1 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
ACG Wealth | 4 | 4 | 0.05% | 0.05% | 0.06% | Q3 2018 | Q2 2019 | 4 |
Hedeker Wealth, LLC | 4 | 4 | 0.08% | 1.59% | 2.41% | Q1 2022 | Q4 2022 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.87% | 0.95% | 1.02% | Q4 2022 | Q3 2023 | 4 |
HighTower Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Leicht Financial Planning & Wealth Management, Inc. | 3 | 3 | 0.18% | 0.78% | 1.59% | Q4 2019 | Q2 2020 | 3 |
FIRST TRUST ADVISORS LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Accurate Wealth Management, LLC | 2 | 1 | 0.03% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 3 |
IHT Wealth Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Ruggie Capital Group | 2 | 1 | 0.12% | 0.62% | 1.57% | Q4 2018 | Q3 2019 | 3 |
Cetera Advisor Networks LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 3 |
WJ Wealth Management, LLC | 2 | 1 | 0.56% | 1.33% | 1.80% | Q4 2022 | Q3 2023 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q4 2022 | 3 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 1.36% | 1.36% | 1.37% | Q1 2022 | Q3 2022 | 3 |
Equitable Holdings, Inc. | 3 | 3 | 0.01% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Charter Oak Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Fortis Capital Advisors, LLC | 2 | 1 | 0.02% | 0.07% | 0.17% | Q4 2022 | Q3 2023 | 3 |
Fiduciary Alliance LLC | 2 | 1 | 0.00% | 0.09% | 0.26% | Q4 2022 | Q3 2023 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q1 2022 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2020 | 3 |
NewEdge Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Redhawk Wealth Advisors, Inc. | 3 | 3 | 1.31% | 1.43% | 1.57% | Q4 2020 | Q2 2021 | 3 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 3 |
MATRIX PRIVATE CAPITAL GROUP LLC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Beaumont Financial Partners, LLC | 3 | 3 | 0.61% | 0.74% | 0.90% | Q1 2022 | Q3 2022 | 3 |
EPG Wealth Management LLC | 3 | 3 | 0.19% | 0.22% | 0.27% | Q4 2019 | Q2 2020 | 3 |
Global Retirement Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CAPTRUST FINANCIAL ADVISORS | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 3 |
COURIER CAPITAL LLC | 2 | 2 | 1.51% | 1.52% | 1.52% | Q2 2023 | Q3 2023 | 2 |
AMERIPRISE FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
ORG Partners LLC | 2 | 2 | 0.14% | 0.17% | 0.20% | Q1 2023 | Q2 2023 | 2 |
Weatherstone Capital Management | 2 | 2 | 0.60% | 0.62% | 0.64% | Q2 2018 | Q3 2018 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 2 |
Arlington Capital Management, Inc. | 2 | 2 | 1.03% | 1.45% | 1.86% | Q3 2022 | Q4 2022 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 2 |
VitalStone Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WT Wealth Management | 2 | 2 | 5.30% | 5.36% | 5.42% | Q2 2023 | Q3 2023 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q2 2021 | 2 |
NVWM, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
PSI Advisors, LLC | 2 | 2 | 0.42% | 0.66% | 0.90% | Q4 2021 | Q1 2022 | 2 |
OPPENHEIMER & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 2 |
Elmwood Wealth Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q4 2021 | 2 |
Carroll Financial Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
CITIGROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 2 |
NEXT Financial Group, Inc | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 2 | 0.52% | 7.14% | 13.76% | Q2 2023 | Q3 2023 | 2 |
Hilltop Holdings Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q1 2020 | 1 |
Covestor Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PGIM Custom Harvest LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Glenview Trust Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Fiduciary Planning LLC | 1 | 1 | 3.17% | 3.17% | 3.17% | Q3 2023 | Q3 2023 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BB&T SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2023 | Q2 2023 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2023 | Q3 2023 | 1 |
Bell Bank | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2022 | Q2 2022 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Warberg Asset Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
INTRUST BANK NA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 1.77% | 1.77% | 1.77% | Q3 2023 | Q3 2023 | 1 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Advisor Resource Council | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2023 | Q3 2023 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
WNY Asset Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BEAM WEALTH ADVISORS, INC. | 1 | 1 | 1.22% | 1.22% | 1.22% | Q1 2020 | Q1 2020 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Hudson Capital Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2020 | Q2 2020 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 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.