Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CITIGROUP INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.07% | 0.24% | Q1 2016 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.01% | 0.03% | 0.07% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
PARSONS CAPITAL MANAGEMENT INC/RI | 22 | 22 | 0.02% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 22 |
D.A. DAVIDSON & CO. | 22 | 22 | 0.04% | 0.06% | 0.07% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 22 | 22 | 0.01% | 0.14% | 0.78% | Q2 2018 | Q3 2023 | 22 |
AE Wealth Management LLC | 22 | 22 | 0.00% | 0.05% | 0.20% | Q2 2018 | Q3 2023 | 22 |
NOTTINGHAM ADVISORS, INC. | 22 | 22 | 0.17% | 2.06% | 3.58% | Q2 2018 | Q3 2023 | 22 |
OPPENHEIMER & CO INC | 22 | 22 | 0.01% | 0.07% | 0.24% | Q2 2018 | Q3 2023 | 22 |
Wealthcare Advisory Partners LLC | 22 | 22 | 0.03% | 0.06% | 0.20% | Q2 2018 | Q3 2023 | 22 |
Cetera Advisor Networks LLC | 22 | 22 | 0.01% | 0.05% | 0.22% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.04% | 0.11% | 0.25% | Q2 2018 | Q3 2023 | 22 |
WEALTHSOURCE PARTNERS, LLC | 22 | 22 | 0.02% | 0.42% | 2.11% | Q2 2018 | Q3 2023 | 22 |
Dynamic Advisor Solutions LLC | 22 | 22 | 0.06% | 0.29% | 0.88% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.03% | 0.07% | 0.09% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Parallel Advisors, LLC | 22 | 22 | 0.01% | 0.03% | 0.07% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.01% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Janney Montgomery Scott LLC | 22 | 22 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
MML INVESTORS SERVICES, LLC | 22 | 22 | 0.02% | 0.05% | 0.10% | Q2 2018 | Q3 2023 | 22 |
Capital Analysts, LLC | 22 | 22 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 22 |
STIFEL FINANCIAL CORP | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Capital Advisors, Ltd. LLC | 22 | 22 | 0.90% | 1.33% | 2.13% | Q2 2018 | Q3 2023 | 22 |
ATWOOD & PALMER INC | 22 | 22 | 0.12% | 1.65% | 2.68% | Q2 2018 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 22 | 22 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Buckingham Capital Management, Inc. | 22 | 22 | 0.26% | 4.32% | 7.53% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
DUNCKER STREETT & CO INC | 22 | 22 | 0.07% | 0.53% | 1.16% | Q2 2018 | Q3 2023 | 22 |
Bogart Wealth, LLC | 22 | 22 | 0.00% | 0.28% | 5.30% | Q2 2018 | Q3 2023 | 22 |
FIRST WILSHIRE SECURITIES MANAGEMENT INC | 22 | 22 | 0.13% | 0.79% | 2.23% | Q2 2018 | Q3 2023 | 22 |
Steward Partners Investment Advisory, LLC | 22 | 22 | 0.01% | 0.07% | 0.14% | Q2 2018 | Q3 2023 | 22 |
Renaissance Technologies | 17 | 4 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 21 |
WEATHERLY ASSET MANAGEMENT L. P. | 21 | 21 | 0.16% | 0.31% | 0.45% | Q3 2018 | Q3 2023 | 21 |
CWM, LLC | 13 | 8 | 0.01% | 0.16% | 0.22% | Q2 2018 | Q3 2023 | 21 |
Stratos Wealth Partners, LTD. | 14 | 7 | 0.02% | 0.05% | 0.26% | Q2 2018 | Q3 2023 | 21 |
GUGGENHEIM CAPITAL LLC | 21 | 21 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q2 2023 | 21 |
Ausdal Financial Partners, Inc. | 21 | 21 | 0.10% | 0.93% | 3.03% | Q2 2018 | Q2 2023 | 21 |
Sigma Planning Corp | 21 | 21 | 0.02% | 0.05% | 0.09% | Q2 2018 | Q2 2023 | 21 |
CALTON & ASSOCIATES, INC. | 21 | 21 | 0.08% | 0.16% | 0.26% | Q2 2018 | Q2 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.15% | 1.57% | Q3 2018 | Q3 2023 | 21 |
CHILTON CAPITAL MANAGEMENT LLC | 13 | 8 | 0.01% | 0.05% | 0.16% | Q2 2018 | Q3 2023 | 21 |
Institute for Wealth Management, LLC. | 20 | 20 | 0.10% | 0.29% | 1.23% | Q4 2018 | Q3 2023 | 20 |
Belpointe Asset Management LLC | 20 | 20 | 0.02% | 0.13% | 0.40% | Q3 2018 | Q2 2023 | 20 |
Advisory Services Network, LLC | 10 | 2 | 0.00% | 0.05% | 0.13% | Q2 2018 | Q3 2023 | 20 |
Ancora Advisors LLC | 20 | 20 | 0.00% | 0.01% | 0.09% | Q2 2018 | Q1 2023 | 20 |
Main Management LLC | 17 | 3 | 0.02% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 20 |
Private Advisor Group, LLC | 19 | 1 | 0.01% | 0.06% | 0.14% | Q3 2018 | Q3 2023 | 20 |
WESCAP Management Group, Inc. | 20 | 20 | 1.46% | 3.54% | 5.97% | Q4 2018 | Q3 2023 | 20 |
Baird Financial Group, Inc. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
V Wealth Advisors LLC | 11 | 9 | 0.14% | 0.24% | 0.37% | Q2 2018 | Q2 2023 | 20 |
Jackson Hole Capital Partners, LLC | 20 | 20 | 0.23% | 0.50% | 1.21% | Q4 2018 | Q3 2023 | 20 |
Community Bank, N.A. | 18 | 2 | 0.01% | 0.27% | 0.79% | Q2 2018 | Q2 2023 | 20 |
Mutual Advisors, LLC | 19 | 19 | 0.01% | 0.04% | 0.08% | Q2 2018 | Q4 2022 | 19 |
Arete Wealth Advisors, LLC | 17 | 2 | 0.02% | 0.27% | 0.81% | Q2 2018 | Q2 2023 | 19 |
Avestar Capital, LLC | 19 | 19 | 0.14% | 1.52% | 4.94% | Q1 2019 | Q3 2023 | 19 |
Santori & Peters, Inc. | 19 | 19 | 0.11% | 1.30% | 5.06% | Q1 2019 | Q3 2023 | 19 |
TORONTO DOMINION BANK | 16 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 19 |
Syntal Capital Partners, LLC | 19 | 19 | 0.16% | 1.25% | 5.85% | Q1 2019 | Q3 2023 | 19 |
Pasadena Private Wealth, LLC | 19 | 19 | 0.41% | 5.16% | 8.14% | Q1 2019 | Q3 2023 | 19 |
Tidal Investments LLC | 19 | 19 | 0.01% | 0.59% | 2.86% | Q4 2018 | Q2 2023 | 19 |
Legacy Private Trust Co. | 18 | 1 | 0.02% | 0.59% | 2.52% | Q2 2018 | Q1 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
GREENLEAF TRUST | 19 | 19 | 0.05% | 0.16% | 0.45% | Q1 2019 | Q3 2023 | 19 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 18 | 18 | 0.02% | 0.17% | 0.72% | Q3 2018 | Q4 2022 | 18 |
Gradient Investments LLC | 18 | 18 | 0.00% | 0.21% | 1.09% | Q2 2019 | Q3 2023 | 18 |
Miracle Mile Advisors, LLC | 18 | 18 | 0.01% | 0.27% | 0.70% | Q4 2018 | Q1 2023 | 18 |
FMR LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 18 |
Cetera Advisors LLC | 17 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 18 |
American Portfolios Advisors | 18 | 18 | 0.01% | 0.07% | 0.09% | Q2 2018 | Q3 2022 | 18 |
Citadel Advisors | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 18 |
PATTON ALBERTSON MILLER GROUP, LLC | 18 | 18 | 0.34% | 0.96% | 1.97% | Q2 2019 | Q3 2023 | 18 |
Texas Yale Capital Corp. | 17 | 17 | 0.03% | 0.48% | 0.86% | Q3 2018 | Q3 2022 | 17 |
Capital Investment Advisory Services, LLC | 10 | 7 | 0.00% | 0.39% | 1.83% | Q1 2019 | Q3 2023 | 17 |
NATIXIS | 13 | 4 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 17 |
OARSMAN CAPITAL, INC. | 10 | 7 | 0.10% | 0.18% | 0.28% | Q2 2018 | Q3 2022 | 17 |
Gratus Capital, LLC | 17 | 17 | 0.41% | 2.78% | 5.64% | Q3 2019 | Q3 2023 | 17 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.01% | 0.06% | Q2 2018 | Q3 2023 | 17 |
Advisors Preferred, LLC | 17 | 17 | 0.58% | 2.16% | 5.85% | Q2 2018 | Q2 2022 | 17 |
Financial Advocates Investment Management | 13 | 4 | 0.03% | 0.17% | 0.34% | Q1 2019 | Q3 2023 | 17 |
Kingsview Wealth Management, LLC | 12 | 5 | 0.01% | 0.25% | 0.62% | Q1 2019 | Q2 2023 | 17 |
FIRST MERCHANTS CORP | 17 | 17 | 0.81% | 1.25% | 1.92% | Q3 2019 | Q3 2023 | 17 |
Detalus Advisors, LLC | 16 | 16 | 0.10% | 3.38% | 12.30% | Q4 2019 | Q3 2023 | 16 |
Wealthstar Advisors, LLC | 10 | 6 | 0.13% | 0.40% | 0.80% | Q4 2018 | Q3 2023 | 16 |
Advocacy Wealth Management Services, LLC | 16 | 16 | 0.22% | 0.63% | 1.14% | Q4 2019 | Q3 2023 | 16 |
PALLADIUM PARTNERS LLC | 16 | 16 | 0.02% | 0.18% | 0.47% | Q2 2018 | Q1 2022 | 16 |
B. Riley Wealth Management, Inc. | 16 | 16 | 0.00% | 0.09% | 0.38% | Q3 2018 | Q2 2022 | 16 |
COMMERCE BANK | 9 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 16 |
OneDigital Investment Advisors LLC | 10 | 6 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 16 |
ACG Wealth | 16 | 16 | 0.10% | 0.15% | 0.25% | Q4 2018 | Q3 2022 | 16 |
Paragon Wealth Strategies, LLC | 13 | 2 | 0.00% | 2.89% | 4.63% | Q1 2019 | Q4 2022 | 15 |
Rockefeller Capital Management L.P. | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 15 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 15 |
TRUIST FINANCIAL CORP | 8 | 7 | 0.00% | 0.00% | 0.04% | Q4 2019 | Q3 2023 | 15 |
CCG WEALTH MANAGEMENT, LLC | 15 | 15 | 0.39% | 2.88% | 7.26% | Q4 2018 | Q2 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.06% | 0.18% | Q1 2020 | Q3 2023 | 15 |
Beacon Financial Advisory LLC | 13 | 2 | 0.16% | 0.37% | 0.62% | Q4 2019 | Q3 2023 | 15 |
BLAIR WILLIAM & CO/IL | 15 | 15 | 0.00% | 0.03% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.01% | 0.11% | 0.44% | Q4 2019 | Q3 2023 | 15 |
Integrated Wealth Concepts LLC | 15 | 15 | 0.02% | 0.17% | 0.46% | Q1 2020 | Q3 2023 | 15 |
Koshinski Asset Management, Inc. | 13 | 2 | 0.05% | 0.09% | 0.12% | Q4 2019 | Q3 2023 | 15 |
INSPIRION WEALTH ADVISORS, LLC | 14 | 14 | 0.04% | 1.16% | 8.37% | Q4 2019 | Q1 2023 | 14 |
Financial Gravity Asset Management, Inc. | 9 | 2 | 0.02% | 0.99% | 2.10% | Q2 2018 | Q3 2023 | 14 |
KMG FIDUCIARY PARTNERS, LLC | 14 | 14 | 0.05% | 0.35% | 0.68% | Q2 2020 | Q3 2023 | 14 |
CATALYST PRIVATE WEALTH, LLC | 14 | 14 | 0.26% | 0.41% | 0.70% | Q3 2020 | Q4 2023 | 14 |
Seelaus Asset Management LLC | 14 | 14 | 0.29% | 0.58% | 1.45% | Q2 2020 | Q3 2023 | 14 |
Almanack Investment Partners, LLC. | 8 | 1 | 0.00% | 0.10% | 0.27% | Q3 2018 | Q3 2022 | 14 |
US BANCORP \DE\ | 9 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 14 |
Laidlaw Wealth Management LLC | 14 | 14 | 0.04% | 0.53% | 1.94% | Q1 2020 | Q2 2023 | 14 |
ASSETMARK, INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2023 | 14 |
Simplicity Solutions, LLC | 5 | 4 | 0.01% | 0.17% | 0.56% | Q2 2018 | Q3 2023 | 14 |
McNaughton Wealth Management, LLC | 14 | 14 | 1.09% | 2.98% | 3.75% | Q2 2020 | Q3 2023 | 14 |
FIDUCIARY TRUST CO | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 1 | 0.05% | 0.16% | 0.47% | Q1 2020 | Q3 2023 | 14 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q2 2023 | 13 |
CAPITAL WEALTH MANAGEMENT, LLC | 13 | 13 | 1.12% | 5.83% | 9.15% | Q2 2018 | Q2 2021 | 13 |
Trust Co | 13 | 13 | 0.26% | 1.03% | 8.04% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
55I, LLC | 10 | 3 | 0.01% | 0.79% | 4.80% | Q4 2018 | Q1 2022 | 13 |
XML Financial, LLC | 13 | 13 | 0.05% | 0.12% | 0.25% | Q1 2020 | Q1 2023 | 13 |
LAKE STREET PRIVATE WEALTH, LLC | 13 | 13 | 0.64% | 1.98% | 3.93% | Q3 2019 | Q3 2022 | 13 |
NEXT Financial Group, Inc | 13 | 13 | 0.04% | 0.08% | 0.11% | Q4 2018 | Q4 2021 | 13 |
HighTower Advisors, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 13 |
CIBC Private Wealth Group, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
YHB Investment Advisors, Inc. | 13 | 13 | 0.06% | 0.17% | 0.37% | Q3 2020 | Q3 2023 | 13 |
Petix & Botte Co | 10 | 3 | 0.19% | 0.57% | 0.79% | Q2 2020 | Q3 2023 | 13 |
BROWN BROTHERS HARRIMAN & CO | 13 | 13 | 0.02% | 0.02% | 0.04% | Q2 2020 | Q2 2023 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 13 |
Randolph Co Inc | 13 | 13 | 0.03% | 0.07% | 0.11% | Q2 2020 | Q2 2023 | 13 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.05% | 0.12% | Q4 2018 | Q3 2021 | 12 |
Crabel Capital Management, LLC | 4 | 2 | 0.14% | 0.45% | 1.16% | Q2 2018 | Q3 2023 | 12 |
4J Wealth Management LLC | 12 | 12 | 0.33% | 0.47% | 0.61% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
HUNTINGTON NATIONAL BANK | 10 | 1 | 0.00% | 0.06% | 0.14% | Q1 2020 | Q3 2023 | 12 |
DAVENPORT & Co LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
TruWealth Advisors, LLC | 12 | 12 | 0.11% | 4.98% | 7.97% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Claraphi Advisory Network, LLC | 12 | 12 | 0.17% | 0.29% | 0.57% | Q1 2020 | Q4 2022 | 12 |
DEUTSCHE BANK AG\ | 8 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 12 |
Johnson Bixby & Associates, LLC | 12 | 12 | 3.24% | 9.53% | 13.06% | Q4 2020 | Q3 2023 | 12 |
Pinnacle Advisory Group, Inc. | 12 | 12 | 0.08% | 3.29% | 7.82% | Q2 2018 | Q1 2021 | 12 |
Creative Planning | 10 | 2 | 0.00% | 0.03% | 0.18% | Q4 2019 | Q3 2023 | 12 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 12 | 12 | 0.16% | 0.18% | 0.25% | Q4 2020 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.02% | 0.24% | 0.36% | Q4 2020 | Q3 2023 | 12 |
Key FInancial Inc | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Octavia Wealth Advisors, LLC | 12 | 12 | 0.24% | 0.45% | 0.89% | Q4 2020 | Q3 2023 | 12 |
Oxbow Advisors, LLC | 12 | 12 | 0.11% | 0.31% | 0.44% | Q4 2020 | Q3 2023 | 12 |
BANK OF MONTREAL /CAN/ | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
FMA ADVISORY INC | 12 | 12 | 0.20% | 0.33% | 0.65% | Q2 2018 | Q1 2021 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.06% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 12 |
THRIVENT FINANCIAL FOR LUTHERANS | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 11 |
Total Clarity Wealth Management, Inc. | 10 | 1 | 0.10% | 0.16% | 0.27% | Q4 2019 | Q3 2022 | 11 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 11 |
Spectrum Management Group, LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2022 | 11 |
Vista Private Wealth Partners. LLC | 10 | 1 | 0.10% | 0.36% | 0.62% | Q3 2019 | Q2 2022 | 11 |
Ridgewood Investments LLC | 11 | 11 | 0.15% | 0.18% | 0.22% | Q1 2021 | Q3 2023 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 9 | 2 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q4 2022 | 11 |
Signature Wealth Management Partners, LLC | 11 | 11 | 0.21% | 0.78% | 3.20% | Q4 2020 | Q2 2023 | 11 |
Freedom Investment Management, Inc. | 11 | 11 | 0.09% | 0.35% | 0.55% | Q1 2021 | Q3 2023 | 11 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.12% | 0.65% | 4.76% | Q3 2018 | Q1 2023 | 11 |
Legacy Wealth Planning, LLC | 11 | 11 | 1.56% | 3.67% | 11.16% | Q1 2020 | Q3 2022 | 11 |
Darwin Wealth Management, LLC | 11 | 11 | 0.06% | 0.63% | 2.06% | Q2 2018 | Q4 2020 | 11 |
CWH Capital Management, Inc. | 11 | 11 | 6.45% | 8.97% | 10.54% | Q2 2018 | Q4 2020 | 11 |
Laffer Tengler Investments, Inc. | 11 | 11 | 0.03% | 0.05% | 0.10% | Q2 2018 | Q4 2020 | 11 |
HOWARD WEALTH MANAGEMENT, LLC | 10 | 1 | 0.06% | 0.44% | 0.67% | Q4 2019 | Q3 2022 | 11 |
IFG Advisory, LLC | 9 | 2 | 0.04% | 0.09% | 0.13% | Q2 2020 | Q3 2023 | 11 |
Chicago Partners Investment Group LLC | 11 | 11 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.10% | 0.46% | Q2 2018 | Q3 2023 | 11 |
JNBA Financial Advisors | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Alpha Cubed Investments, LLC | 10 | 10 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q2 2021 | 10 |
Provident Wealth Management, LLC | 10 | 10 | 0.15% | 0.25% | 0.48% | Q2 2021 | Q3 2023 | 10 |
FCG ADVISORS, LLC | 10 | 10 | 0.07% | 0.12% | 0.20% | Q2 2018 | Q3 2020 | 10 |
Asset Dedication, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2021 | 10 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 10 | 10 | 0.05% | 0.22% | 0.35% | Q2 2021 | Q3 2023 | 10 |
SCOTIA CAPITAL INC. | 7 | 3 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 10 |
KCM INVESTMENT ADVISORS LLC | 10 | 10 | 0.01% | 0.05% | 0.10% | Q2 2021 | Q3 2023 | 10 |
FIFTH THIRD BANCORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Parkside Financial Bank & Trust | 10 | 10 | 0.05% | 0.07% | 0.08% | Q3 2020 | Q4 2022 | 10 |
JPMORGAN CHASE & CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 10 |
Sullivan, Bruyette, Speros & Blaney, LLC | 10 | 10 | 0.34% | 1.13% | 3.83% | Q4 2018 | Q1 2021 | 10 |
First Allied Advisory Services, Inc. | 10 | 10 | 0.02% | 0.05% | 0.11% | Q2 2018 | Q3 2020 | 10 |
IHT Wealth Management, LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2023 | 10 |
Spire Wealth Management | 10 | 10 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q2 2023 | 10 |
Hilltop Holdings Inc. | 9 | 1 | 0.04% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 10 |
Sowell Financial Services LLC | 9 | 1 | 0.02% | 0.09% | 0.18% | Q1 2019 | Q3 2021 | 10 |
FIRST HAWAIIAN BANK | 10 | 10 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2021 | 10 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
SeaBridge Investment Advisors LLC | 10 | 10 | 0.04% | 0.05% | 0.07% | Q2 2018 | Q3 2020 | 10 |
Equitable Holdings, Inc. | 9 | 1 | 0.00% | 0.04% | 0.12% | Q4 2019 | Q2 2022 | 10 |
FIRST NATIONAL TRUST CO | 9 | 9 | 0.03% | 0.06% | 0.07% | Q2 2018 | Q2 2020 | 9 |
Strategic Investment Advisors / MI | 9 | 9 | 0.24% | 1.41% | 1.85% | Q4 2018 | Q4 2020 | 9 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8 | 1 | 0.08% | 1.21% | 2.46% | Q2 2018 | Q4 2021 | 9 |
Clarity Financial LLC | 9 | 9 | 0.13% | 1.39% | 7.44% | Q4 2020 | Q4 2022 | 9 |
Transform Wealth, LLC | 9 | 9 | 0.10% | 0.32% | 0.73% | Q2 2019 | Q2 2021 | 9 |
Sovereign Financial Group, Inc. | 9 | 9 | 0.28% | 0.37% | 0.48% | Q3 2021 | Q3 2023 | 9 |
Global Financial Private Capital, Inc | 9 | 9 | 0.41% | 0.75% | 1.29% | Q2 2018 | Q2 2020 | 9 |
B & T Capital Management DBA Alpha Capital Management | 9 | 9 | 0.39% | 1.40% | 2.96% | Q3 2021 | Q3 2023 | 9 |
Galvin, Gaustad & Stein, LLC | 9 | 9 | 0.02% | 0.30% | 0.52% | Q4 2020 | Q4 2022 | 9 |
Astor Investment Management LLC | 7 | 2 | 0.00% | 0.38% | 1.42% | Q2 2018 | Q3 2020 | 9 |
Laurel Wealth Advisors, Inc. | 5 | 4 | 0.14% | 0.25% | 0.32% | Q3 2020 | Q4 2022 | 9 |
B. Riley Wealth Advisors, Inc. | 5 | 4 | 0.01% | 0.05% | 0.11% | Q1 2021 | Q3 2023 | 9 |
MRA Advisory Group | 9 | 9 | 0.21% | 1.42% | 3.25% | Q4 2020 | Q4 2022 | 9 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 9 | 9 | 0.03% | 0.35% | 0.85% | Q3 2021 | Q3 2023 | 9 |
Neuberger Berman Group LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 9 |
Ahrens Investment Partners LLC | 4 | 1 | 0.01% | 0.29% | 1.11% | Q3 2020 | Q1 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CAPITAL ONE FINANCIAL CORP | 8 | 8 | 0.04% | 0.20% | 0.54% | Q1 2020 | Q4 2021 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 0.38% | 0.59% | 0.98% | Q4 2021 | Q3 2023 | 8 |
Global Trust Asset Management, LLC | 8 | 8 | 0.06% | 0.42% | 0.70% | Q2 2018 | Q1 2020 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.07% | 0.36% | Q4 2021 | Q3 2023 | 8 |
HOWE & RUSLING INC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2021 | 8 |
MEITAV INVESTMENT HOUSE LTD | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 8 |
Aspire Private Capital, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q1 2021 | 8 |
Providence Capital Advisors, LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q4 2022 | 8 |
Wealth Alliance | 8 | 8 | 0.04% | 0.10% | 0.18% | Q1 2020 | Q4 2021 | 8 |
MBM Wealth Consultants, LLC | 5 | 3 | 0.02% | 0.10% | 0.17% | Q4 2018 | Q4 2020 | 8 |
M&T BANK CORP | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2020 | 8 |
Prospera Financial Services Inc | 8 | 8 | 0.01% | 0.03% | 0.08% | Q2 2021 | Q1 2023 | 8 |
Endowment Wealth Management, Inc. | 8 | 8 | 0.30% | 0.56% | 0.76% | Q4 2021 | Q3 2023 | 8 |
Allen Capital Group, LLC | 7 | 1 | 0.21% | 0.74% | 2.38% | Q4 2019 | Q1 2022 | 8 |
IronBridge Private Wealth, LLC | 8 | 8 | 0.01% | 7.03% | 13.25% | Q4 2020 | Q3 2022 | 8 |
LexAurum Advisors, LLC | 8 | 8 | 0.07% | 0.12% | 0.21% | Q1 2020 | Q4 2021 | 8 |
CERTUITY, LLC | 8 | 8 | 0.07% | 0.10% | 0.17% | Q2 2020 | Q1 2022 | 8 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.01% | 0.03% | 0.10% | Q1 2021 | Q1 2023 | 8 |
Pitti Group Wealth Management, LLC | 8 | 8 | 0.67% | 0.86% | 1.54% | Q4 2021 | Q3 2023 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.03% | 0.07% | 0.12% | Q4 2019 | Q3 2021 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.02% | 0.09% | 0.17% | Q4 2020 | Q1 2023 | 8 |
Tarbox Family Office, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
ETF Store, Inc. | 8 | 8 | 0.22% | 0.31% | 0.46% | Q4 2021 | Q3 2023 | 8 |
BlackDiamond Wealth Management, LLC | 8 | 8 | 0.47% | 1.01% | 2.06% | Q4 2021 | Q3 2023 | 8 |
Financial & Tax Architects, LLC | 4 | 2 | 0.18% | 0.36% | 0.58% | Q1 2021 | Q3 2023 | 8 |
STEPHENS INC /AR/ | 8 | 8 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q1 2020 | 8 |
Mach-1 Financial Group, LLC | 4 | 1 | 0.00% | 0.49% | 2.75% | Q4 2020 | Q1 2023 | 8 |
Bay Harbor Wealth Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2020 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.97% | 1.17% | 1.43% | Q4 2021 | Q3 2023 | 7 |
Jackson Financial Management | 7 | 7 | 2.53% | 4.22% | 7.28% | Q2 2018 | Q4 2019 | 7 |
Virtue Capital Management, LLC | 7 | 7 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Redhawk Wealth Advisors, Inc. | 5 | 1 | 1.45% | 2.35% | 3.76% | Q3 2018 | Q3 2021 | 7 |
Antonetti Capital Management LLC | 6 | 1 | 0.39% | 0.57% | 0.71% | Q2 2010 | Q4 2022 | 7 |
Redwood Financial Network Corp | 7 | 7 | 0.59% | 0.93% | 1.36% | Q1 2022 | Q3 2023 | 7 |
INTREPID FAMILY OFFICE LLC | 5 | 2 | 1.79% | 7.02% | 16.44% | Q4 2021 | Q3 2023 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.06% | 0.17% | 0.24% | Q2 2018 | Q4 2019 | 7 |
Bank of New York Mellon Corp | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 7 |
SRS Capital Advisors, Inc. | 4 | 3 | 0.00% | 0.40% | 2.73% | Q1 2020 | Q3 2023 | 7 |
Kore Private Wealth LLC | 7 | 7 | 0.08% | 0.09% | 0.10% | Q1 2019 | Q3 2020 | 7 |
SteelPeak Wealth, LLC | 7 | 7 | 0.03% | 0.07% | 0.12% | Q2 2020 | Q4 2021 | 7 |
IPG Investment Advisors LLC | 7 | 7 | 0.13% | 0.31% | 0.70% | Q1 2019 | Q3 2020 | 7 |
Warwick Investment Management, Inc. | 4 | 3 | 0.24% | 0.37% | 0.52% | Q4 2021 | Q3 2023 | 7 |
OPTIMUM INVESTMENT ADVISORS | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 7 |
Peak Asset Management, LLC | 7 | 7 | 0.42% | 0.53% | 0.63% | Q2 2018 | Q4 2019 | 7 |
NORTHSTAR ASSET MANAGEMENT INC | 7 | 7 | 0.18% | 0.21% | 0.25% | Q1 2021 | Q3 2022 | 7 |
AMERIPRISE FINANCIAL INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 7 |
Horan Securities, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
PROFESSIONAL PLANNING | 4 | 3 | 0.12% | 0.47% | 1.00% | Q3 2018 | Q3 2021 | 7 |
FURE FINANCIAL CORP | 4 | 3 | 0.02% | 0.05% | 0.10% | Q3 2020 | Q2 2022 | 7 |
Coyle Financial Counsel LLC | 7 | 7 | 2.67% | 6.46% | 9.15% | Q2 2018 | Q4 2019 | 7 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.04% | 0.09% | Q4 2018 | Q2 2023 | 7 |
Navis Wealth Advisors, LLC | 7 | 7 | 4.24% | 4.89% | 5.48% | Q4 2020 | Q2 2022 | 7 |
ROVIN CAPITAL /UT/ /ADV | 7 | 7 | 1.04% | 1.55% | 2.13% | Q4 2019 | Q2 2021 | 7 |
Journey Advisory Group, LLC | 7 | 7 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q2 2022 | 7 |
Collaborative Wealth Managment Inc. | 5 | 1 | 0.13% | 0.20% | 0.34% | Q1 2021 | Q2 2023 | 7 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2020 | 7 |
ORSER CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.19% | 1.08% | 2.27% | Q1 2019 | Q1 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.21% | 0.36% | 0.58% | Q1 2022 | Q3 2023 | 7 |
Capital Wealth Alliance, LLC | 5 | 1 | 0.23% | 1.23% | 3.62% | Q4 2019 | Q3 2023 | 6 |
Great Lakes Retirement, Inc. | 4 | 2 | 3.63% | 4.92% | 7.68% | Q4 2019 | Q3 2023 | 6 |
Byrne Asset Management LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Aptus Capital Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 6 |
CIBC BANK USA | 6 | 6 | 0.03% | 0.05% | 0.06% | Q3 2018 | Q4 2019 | 6 |
Elevated Capital Advisors, LLC | 2 | 1 | 0.07% | 0.51% | 1.47% | Q1 2019 | Q3 2023 | 6 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 2 | 0.02% | 0.04% | 0.08% | Q3 2020 | Q1 2022 | 6 |
McElhenny Sheffield Capital Management, LLC | 6 | 6 | 0.11% | 0.78% | 1.44% | Q3 2021 | Q4 2022 | 6 |
BB&T SECURITIES, LLC | 6 | 6 | 0.01% | 0.08% | 0.19% | Q2 2018 | Q3 2019 | 6 |
CMC Financial Group | 6 | 6 | 0.24% | 0.76% | 1.43% | Q4 2018 | Q1 2020 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.20% | 0.25% | 0.29% | Q3 2018 | Q4 2019 | 6 |
Accurate Wealth Management, LLC | 6 | 6 | 0.39% | 0.88% | 1.37% | Q2 2021 | Q3 2022 | 6 |
Vishria Bird Financial Group, LLC | 6 | 6 | 0.56% | 2.19% | 8.52% | Q3 2020 | Q4 2021 | 6 |
BNP PARIBAS FINANCIAL MARKETS | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Running Point Capital Advisors, LLC | 6 | 6 | 0.36% | 0.39% | 0.42% | Q2 2022 | Q3 2023 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.49% | 1.12% | Q4 2018 | Q3 2021 | 6 |
Secrest Blakey & Associates, LLC | 6 | 6 | 0.76% | 1.47% | 1.92% | Q2 2018 | Q3 2019 | 6 |
Krilogy Financial LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q4 2021 | 6 |
Vigilare Wealth Management | 4 | 1 | 0.16% | 0.63% | 1.52% | Q4 2019 | Q4 2022 | 6 |
Accel Wealth Management | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
AMG National Trust Bank | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
Vickerman Investment Advisors, Inc. | 6 | 6 | 0.39% | 4.20% | 6.85% | Q3 2021 | Q4 2022 | 6 |
MANCHESTER FINANCIAL INC | 5 | 1 | 0.03% | 0.05% | 0.07% | Q2 2019 | Q4 2020 | 6 |
Triasima Portfolio Management inc. | 6 | 6 | 0.02% | 0.05% | 0.11% | Q4 2021 | Q1 2023 | 6 |
Capital Advisory Group Advisory Services, LLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q3 2020 | 6 |
Delta Investment Management, LLC | 6 | 6 | 0.13% | 0.25% | 0.34% | Q3 2020 | Q4 2021 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CEERA INVESTMENTS, LLC | 6 | 6 | 0.92% | 1.67% | 2.23% | Q3 2021 | Q4 2022 | 6 |
COMPASS FINANCIAL ADVISORS LLC | 6 | 6 | 1.36% | 1.62% | 1.96% | Q4 2021 | Q1 2023 | 6 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 3 | 3 | 0.05% | 0.70% | 1.25% | Q1 2021 | Q3 2022 | 6 |
Strategic Blueprint, LLC | 5 | 5 | 0.02% | 0.07% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Essex LLC | 5 | 5 | 0.17% | 0.18% | 0.20% | Q3 2021 | Q3 2022 | 5 |
GeoWealth Management, LLC | 2 | 1 | 0.00% | 0.75% | 2.02% | Q4 2019 | Q3 2023 | 5 |
Cerity Partners LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
WIN ADVISORS, INC | 5 | 5 | 0.04% | 0.22% | 0.74% | Q4 2021 | Q4 2022 | 5 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 3 | 1 | 0.01% | 0.05% | 0.18% | Q1 2020 | Q1 2022 | 5 |
Wealth Advisory Solutions, LLC | 5 | 5 | 0.13% | 0.15% | 0.19% | Q4 2019 | Q4 2020 | 5 |
Birchcreek Wealth Management, LLC | 4 | 1 | 0.16% | 0.23% | 0.29% | Q4 2020 | Q2 2023 | 5 |
MONROE BANK & TRUST/MI | 5 | 5 | 3.94% | 4.06% | 4.22% | Q2 2018 | Q2 2019 | 5 |
Engrave Wealth Partners LLC | 5 | 5 | 2.71% | 3.44% | 4.49% | Q4 2019 | Q4 2020 | 5 |
GREATMARK INVESTMENT PARTNERS, INC. | 4 | 1 | 0.05% | 0.06% | 0.06% | Q1 2019 | Q2 2020 | 5 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 5 | 5 | 6.04% | 6.34% | 7.14% | Q1 2019 | Q1 2020 | 5 |
Ledge Wealth Management, Inc. | 5 | 5 | 0.16% | 0.24% | 0.30% | Q1 2022 | Q1 2023 | 5 |
Probity Advisors, Inc. | 5 | 5 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q1 2022 | 5 |
GILL CAPITAL PARTNERS, LLC | 2 | 1 | 0.14% | 0.19% | 0.26% | Q4 2018 | Q2 2021 | 5 |
Global Retirement Partners, LLC | 4 | 1 | 0.00% | 0.10% | 0.15% | Q3 2020 | Q3 2023 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 1 | 0.02% | 0.04% | 0.08% | Q2 2022 | Q3 2023 | 5 |
NewEdge Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5 | 5 | 0.01% | 0.03% | 0.03% | Q2 2022 | Q2 2023 | 5 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.07% | 0.17% | 0.35% | Q4 2022 | Q3 2023 | 4 |
SIENA CAPITAL LLC | 4 | 4 | 2.79% | 3.02% | 3.31% | Q4 2021 | Q3 2022 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 4 | 0.15% | 0.16% | 0.18% | Q4 2021 | Q3 2022 | 4 |
Congress Wealth Management LLC / DE / | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q4 2019 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 4 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.04% | 0.08% | 0.11% | Q1 2021 | Q2 2023 | 4 |
MERIDIAN MANAGEMENT CO | 2 | 2 | 0.07% | 0.10% | 0.11% | Q3 2019 | Q3 2021 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q4 2021 | 4 |
Citizens National Bank Trust Department | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 4 | 0.11% | 0.22% | 0.32% | Q3 2018 | Q2 2019 | 4 |
Mariner, LLC | 4 | 4 | 0.03% | 0.05% | 0.12% | Q4 2022 | Q3 2023 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.02% | 0.05% | 0.14% | Q4 2018 | Q4 2019 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.21% | 0.34% | 0.54% | Q4 2018 | Q3 2019 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Stonebridge Financial Planning Group, LLC | 4 | 4 | 0.04% | 0.09% | 0.17% | Q3 2020 | Q2 2021 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2021 | 4 |
Strait & Sound Wealth Management LLC | 4 | 4 | 0.21% | 0.23% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.61% | 0.69% | 0.82% | Q4 2022 | Q3 2023 | 4 |
Cottage Street Advisors LLC | 2 | 1 | 0.17% | 0.21% | 0.23% | Q1 2020 | Q1 2022 | 4 |
SeaCrest Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 4 |
HOLDERNESS INVESTMENTS CO | 4 | 4 | 0.36% | 0.39% | 0.46% | Q1 2021 | Q4 2021 | 4 |
Ten Capital Wealth Advisors, LLC | 4 | 4 | 0.24% | 1.81% | 3.34% | Q3 2020 | Q2 2021 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 1.19% | 1.26% | 1.36% | Q4 2021 | Q3 2022 | 4 |
BOYS ARNOLD & CO INC | 4 | 4 | 0.07% | 0.09% | 0.10% | Q2 2018 | Q1 2019 | 4 |
Homrich & Berg | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Atria Investments, Inc | 2 | 1 | 0.01% | 0.23% | 0.70% | Q4 2018 | Q4 2021 | 4 |
Weatherstone Capital Management | 4 | 4 | 1.99% | 4.94% | 13.34% | Q2 2018 | Q1 2019 | 4 |
FAIRFIELD, BUSH & CO. | 4 | 4 | 0.07% | 0.10% | 0.12% | Q1 2019 | Q4 2019 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.57% | 0.66% | 0.78% | Q4 2021 | Q3 2022 | 4 |
Moors & Cabot, Inc. | 4 | 4 | 0.08% | 0.10% | 0.12% | Q2 2018 | Q1 2019 | 4 |
Capital Asset Advisory Services LLC | 4 | 4 | 0.34% | 0.51% | 0.74% | Q4 2022 | Q3 2023 | 4 |
HB Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Clear Creek Financial Management, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q1 2022 | 4 |
Larson Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2021 | 4 |
MONECO Advisors, LLC | 4 | 4 | 0.67% | 0.86% | 0.97% | Q1 2019 | Q4 2019 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 2 | 2 | 0.11% | 0.13% | 0.16% | Q2 2022 | Q3 2023 | 4 |
PNC FINANCIAL SERVICES GROUP, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 3 |
AlphaCore Capital LLC | 3 | 3 | 0.19% | 0.22% | 0.26% | Q1 2023 | Q3 2023 | 3 |
SIGNATUREFD, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2022 | 3 |
Centerpoint Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q1 2020 | 3 |
Beacon Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Kesler, Norman & Wride, LLC | 3 | 3 | 0.08% | 0.33% | 0.80% | Q4 2020 | Q2 2021 | 3 |
TCWP LLC | 3 | 3 | 0.10% | 0.11% | 0.14% | Q4 2021 | Q2 2022 | 3 |
Farmers & Merchants Trust Co of Long Beach | 3 | 3 | 0.07% | 0.08% | 0.08% | Q2 2021 | Q4 2021 | 3 |
AFT, FORSYTH & COMPANY, INC. | 3 | 3 | 0.57% | 0.61% | 0.67% | Q3 2020 | Q1 2021 | 3 |
NewEdge Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Treasure Coast Financial Planning | 3 | 3 | 0.16% | 0.19% | 0.26% | Q4 2021 | Q2 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Catalyst Capital Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
MATRIX PRIVATE CAPITAL GROUP LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 3 |
STEEL GROVE CAPITAL ADVISORS, LLC | 3 | 3 | 0.58% | 0.61% | 0.66% | Q2 2018 | Q4 2018 | 3 |
Sandy Spring Bank | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2021 | 3 |
Gateway Wealth Partners, LLC | 3 | 3 | 0.24% | 0.34% | 0.47% | Q1 2023 | Q3 2023 | 3 |
Capital Wealth Planning, LLC | 3 | 3 | 0.03% | 0.08% | 0.10% | Q3 2019 | Q1 2020 | 3 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 3 | 3 | 0.31% | 0.34% | 0.38% | Q2 2018 | Q4 2018 | 3 |
SageView Advisory Group, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Purus Wealth Management, LLC | 3 | 3 | 0.18% | 0.23% | 0.27% | Q1 2021 | Q3 2021 | 3 |
Walkner Condon Financial Advisors LLC | 3 | 3 | 0.37% | 0.40% | 0.42% | Q1 2022 | Q3 2022 | 3 |
GRIMES & COMPANY, INC. | 3 | 3 | 0.08% | 0.10% | 0.11% | Q2 2021 | Q4 2021 | 3 |
TCF National Bank | 3 | 3 | 0.06% | 0.07% | 0.07% | Q3 2020 | Q1 2021 | 3 |
Graypoint LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q3 2021 | 3 |
Lloyd Advisory Services, LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Gladstone Institutional Advisory LLC | 3 | 3 | 1.31% | 1.66% | 2.09% | Q1 2023 | Q3 2023 | 3 |
DRIVE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.87% | 1.91% | 2.43% | Q1 2023 | Q3 2023 | 3 |
Cardan Capital Partners, LLC | 3 | 3 | 0.32% | 0.35% | 0.39% | Q1 2020 | Q3 2020 | 3 |
Ruggie Capital Group | 1 | 1 | 0.01% | 2.24% | 6.67% | Q4 2018 | Q3 2020 | 3 |
Financial Advisory Group | 3 | 3 | 0.10% | 4.77% | 7.27% | Q2 2018 | Q4 2018 | 3 |
BDO Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.05% | 0.10% | Q1 2019 | Q3 2019 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.46% | 0.48% | 0.50% | Q1 2023 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.55% | 0.59% | 0.62% | Q1 2023 | Q3 2023 | 3 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2019 | 2 |
Financial Enhancement Group LLC | 2 | 2 | 0.21% | 0.25% | 0.29% | Q2 2021 | Q3 2021 | 2 |
Gotham Asset Management, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
AVANTAX ADVISORY SERVICES, INC. | 2 | 2 | 0.01% | 0.04% | 0.08% | Q3 2020 | Q4 2020 | 2 |
First Horizon Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.00% | 0.05% | 0.10% | Q2 2021 | Q3 2021 | 2 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Evergreen Advisors, LLC | 2 | 2 | 0.63% | 0.71% | 0.79% | Q4 2018 | Q1 2019 | 2 |
TrinityPoint Wealth, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Shepherd Financial Partners LLC | 2 | 2 | 0.10% | 0.13% | 0.16% | Q4 2019 | Q1 2020 | 2 |
FirstPurpose Wealth LLC | 2 | 2 | 0.63% | 0.70% | 0.78% | Q4 2021 | Q1 2022 | 2 |
BTS Asset Management, Inc. | 2 | 2 | 4.27% | 4.58% | 4.88% | Q2 2022 | Q3 2022 | 2 |
National Wealth Management Group, LLC | 2 | 2 | 0.54% | 0.93% | 1.32% | Q2 2023 | Q3 2023 | 2 |
Old North State Trust, LLC | 2 | 2 | 1.05% | 1.07% | 1.10% | Q3 2018 | Q4 2018 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 2 |
DeDora Capital, Inc. | 1 | 1 | 0.12% | 0.22% | 0.33% | Q1 2021 | Q3 2021 | 2 |
Rosenberg Matthew Hamilton | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Sonora Investment Management Group, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2023 | 2 |
Destiny Wealth Partners, LLC | 2 | 2 | 0.03% | 2.09% | 4.15% | Q4 2020 | Q1 2021 | 2 |
SJS Investment Consulting Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
STUDIO INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.58% | 1.15% | Q2 2022 | Q3 2022 | 2 |
Derbend Asset Management | 2 | 2 | 0.29% | 0.29% | 0.29% | Q4 2021 | Q1 2022 | 2 |
Trilogy Capital Inc. | 1 | 1 | 0.56% | 0.58% | 0.61% | Q2 2019 | Q3 2020 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Welch Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
RAYMOND JAMES TRUST N.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Western Wealth Management, LLC | 2 | 2 | 0.02% | 0.05% | 0.09% | Q2 2022 | Q3 2022 | 2 |
Benedetti & Gucer, Inc. | 2 | 2 | 0.14% | 0.15% | 0.16% | Q3 2021 | Q4 2021 | 2 |
Waterloo Capital, L.P. | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q2 2023 | 2 |
Baker Avenue Asset Management, LP | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Fort Point Capital Partners LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2020 | Q1 2021 | 2 |
WHITTIER TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.15% | 0.29% | Q4 2019 | Q4 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Summit Financial Strategies, Inc. | 2 | 2 | 0.32% | 0.35% | 0.39% | Q3 2018 | Q4 2018 | 2 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2019 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q4 2020 | 2 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.03% | 0.35% | 0.67% | Q4 2020 | Q1 2022 | 2 |
KWB Wealth | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Brookstone Capital Management | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2023 | 2 |
Ford Financial Group, LLC | 2 | 2 | 0.96% | 0.99% | 1.01% | Q3 2022 | Q4 2022 | 2 |
TITLEIST ASSET MANAGEMENT, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q2 2023 | 2 |
KHP Capital, LLC | 2 | 2 | 0.38% | 0.56% | 0.75% | Q2 2018 | Q3 2018 | 2 |
Stadion Money Management, LLC | 1 | 1 | 0.81% | 0.83% | 0.86% | Q4 2018 | Q3 2020 | 2 |
Family Management Corp | 2 | 2 | 0.26% | 0.26% | 0.27% | Q4 2018 | Q1 2019 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 1.63% | 1.73% | 1.82% | Q2 2023 | Q3 2023 | 2 |
Sterneck Capital Management, LLC | 2 | 2 | 0.66% | 0.69% | 0.73% | Q4 2018 | Q1 2019 | 2 |
WOLVERINE TRADING, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Titus Wealth Management | 2 | 2 | 0.15% | 0.16% | 0.17% | Q3 2020 | Q4 2020 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Tradition Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Penserra Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Strategies Wealth Advisors, LLC | 1 | 1 | 0.12% | 0.27% | 0.41% | Q4 2021 | Q2 2023 | 2 |
TCG Advisors, LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Legacy Capital Group California, Inc. | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q2 2020 | 2 |
Sage Advisory Services, Ltd.Co. | 2 | 2 | 1.39% | 1.64% | 1.89% | Q2 2023 | Q3 2023 | 2 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Solidarity Wealth, LLC | 2 | 2 | 0.12% | 0.14% | 0.16% | Q1 2022 | Q2 2022 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.50% | 0.58% | 0.66% | Q2 2023 | Q3 2023 | 2 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 3.12% | 3.12% | 3.12% | Q4 2019 | Q4 2019 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Crestone Asset Management LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2021 | Q3 2021 | 1 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Alpha Omega Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Eukles Asset Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Sage Financial Management Group, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Warberg Asset Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
RTD Financial Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
LWMG, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2022 | Q4 2022 | 1 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Renasant Bank | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2020 | Q4 2020 | 1 |
D. SCOTT NEAL, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
TITLEIST CAPITAL, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
EVERGREEN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Schwab Charitable Fund | 1 | 1 | 0.84% | 0.84% | 0.84% | Q1 2020 | Q1 2020 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.83% | 0.83% | 0.83% | Q1 2019 | Q1 2019 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Pacifica Partners Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
WT Wealth Management | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2023 | Q3 2023 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
PRIVATE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
ProVise Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SHINE INVESTMENT ADVISORY SERVICES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2019 | Q4 2019 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ZRC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
WULFF, HANSEN & CO. | 1 | 1 | 0.90% | 0.90% | 0.90% | Q4 2021 | Q4 2021 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2018 | Q4 2018 | 1 |
Hardy Reed LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Crumly & Associates Inc. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2019 | Q4 2019 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2020 | Q1 2020 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
Evergreen Wealth Solutions, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q2 2022 | Q2 2022 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2018 | Q4 2018 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CABOT WEALTH MANAGEMENT INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Pacific Wealth Management | 1 | 1 | 17.38% | 17.38% | 17.38% | Q4 2020 | Q4 2020 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Linscomb & Williams, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
DE BURLO GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Ameritas Investment Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2018 | Q2 2018 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2019 | Q4 2019 | 1 |
Vontobel Holding Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Concord Wealth Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HWG Holdings LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HC Advisors, LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q1 2020 | Q1 2020 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 3.20% | 3.20% | 3.20% | Q1 2021 | Q1 2021 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
One Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
GERMAN AMERICAN BANCORP, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CONDOR CAPITAL MANAGEMENT | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Claret Asset Management Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 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.