INVESCO ACTIVELY MANAGED ETF shareholder history

Current and past INVESCO ACTIVELY MANAGED ETF shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CITIGROUP INC 22220.00%0.00%0.00%Q2 2018Q3 202322
IFP Advisors, Inc 1710.00%0.07%0.24%Q1 2016Q3 202322
Raymond James Financial Services Advisors, Inc. 22220.01%0.03%0.07%Q2 2018Q3 202322
UBS Group AG 22220.00%0.01%0.01%Q2 2018Q3 202322
COMMONWEALTH EQUITY SERVICES, LLC 22220.00%0.01%0.04%Q2 2018Q3 202322
WELLS FARGO & COMPANY/MN 22220.01%0.03%0.05%Q2 2018Q3 202322
PARSONS CAPITAL MANAGEMENT INC/RI 22220.02%0.04%0.07%Q2 2018Q3 202322
D.A. DAVIDSON & CO. 22220.04%0.06%0.07%Q2 2018Q3 202322
Geneos Wealth Management Inc. 22220.01%0.14%0.78%Q2 2018Q3 202322
AE Wealth Management LLC 22220.00%0.05%0.20%Q2 2018Q3 202322
NOTTINGHAM ADVISORS, INC. 22220.17%2.06%3.58%Q2 2018Q3 202322
OPPENHEIMER & CO INC 22220.01%0.07%0.24%Q2 2018Q3 202322
Wealthcare Advisory Partners LLC 22220.03%0.06%0.20%Q2 2018Q3 202322
Cetera Advisor Networks LLC 22220.01%0.05%0.22%Q2 2018Q3 202322
Cambridge Investment Research Advisors, Inc. 22220.04%0.11%0.25%Q2 2018Q3 202322
WEALTHSOURCE PARTNERS, LLC 22220.02%0.42%2.11%Q2 2018Q3 202322
Dynamic Advisor Solutions LLC 22220.06%0.29%0.88%Q2 2018Q3 202322
RAYMOND JAMES & ASSOCIATES 22220.01%0.02%0.04%Q2 2018Q3 202322
LPL Financial LLC 22220.03%0.07%0.09%Q2 2018Q3 202322
BANK OF AMERICA CORP /DE/ 22220.01%0.02%0.03%Q2 2018Q3 202322
Parallel Advisors, LLC 22220.01%0.03%0.07%Q2 2018Q3 202322
MORGAN STANLEY 22220.01%0.04%0.06%Q2 2018Q3 202322
Janney Montgomery Scott LLC 22220.01%0.01%0.03%Q2 2018Q3 202322
MML INVESTORS SERVICES, LLC 22220.02%0.05%0.10%Q2 2018Q3 202322
Capital Analysts, LLC 22220.00%0.01%0.05%Q2 2018Q3 202322
STIFEL FINANCIAL CORP 22220.00%0.01%0.02%Q2 2018Q3 202322
Capital Advisors, Ltd. LLC 22220.90%1.33%2.13%Q2 2018Q3 202322
ATWOOD & PALMER INC 22220.12%1.65%2.68%Q2 2018Q3 202322
ENVESTNET ASSET MANAGEMENT INC 22220.01%0.02%0.06%Q2 2018Q3 202322
Buckingham Capital Management, Inc. 22220.26%4.32%7.53%Q2 2018Q3 202322
ROYAL BANK OF CANADA 22220.00%0.00%0.01%Q2 2018Q3 202322
DUNCKER STREETT & CO INC 22220.07%0.53%1.16%Q2 2018Q3 202322
Bogart Wealth, LLC 22220.00%0.28%5.30%Q2 2018Q3 202322
FIRST WILSHIRE SECURITIES MANAGEMENT INC 22220.13%0.79%2.23%Q2 2018Q3 202322
Steward Partners Investment Advisory, LLC 22220.01%0.07%0.14%Q2 2018Q3 202322
Renaissance Technologies 1740.00%0.02%0.05%Q2 2018Q3 202321
WEATHERLY ASSET MANAGEMENT L. P. 21210.16%0.31%0.45%Q3 2018Q3 202321
CWM, LLC 1380.01%0.16%0.22%Q2 2018Q3 202321
Stratos Wealth Partners, LTD. 1470.02%0.05%0.26%Q2 2018Q3 202321
GUGGENHEIM CAPITAL LLC 21210.00%0.01%0.03%Q2 2018Q2 202321
Ausdal Financial Partners, Inc. 21210.10%0.93%3.03%Q2 2018Q2 202321
Sigma Planning Corp 21210.02%0.05%0.09%Q2 2018Q2 202321
CALTON & ASSOCIATES, INC. 21210.08%0.16%0.26%Q2 2018Q2 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.15%1.57%Q3 2018Q3 202321
CHILTON CAPITAL MANAGEMENT LLC 1380.01%0.05%0.16%Q2 2018Q3 202321
Institute for Wealth Management, LLC. 20200.10%0.29%1.23%Q4 2018Q3 202320
Belpointe Asset Management LLC 20200.02%0.13%0.40%Q3 2018Q2 202320
Advisory Services Network, LLC 1020.00%0.05%0.13%Q2 2018Q3 202320
Ancora Advisors LLC 20200.00%0.01%0.09%Q2 2018Q1 202320
Main Management LLC 1730.02%0.02%0.04%Q3 2018Q3 202320
Private Advisor Group, LLC 1910.01%0.06%0.14%Q3 2018Q3 202320
WESCAP Management Group, Inc. 20201.46%3.54%5.97%Q4 2018Q3 202320
Baird Financial Group, Inc. 20200.00%0.00%0.01%Q4 2018Q3 202320
V Wealth Advisors LLC 1190.14%0.24%0.37%Q2 2018Q2 202320
Jackson Hole Capital Partners, LLC 20200.23%0.50%1.21%Q4 2018Q3 202320
Community Bank, N.A. 1820.01%0.27%0.79%Q2 2018Q2 202320
Mutual Advisors, LLC 19190.01%0.04%0.08%Q2 2018Q4 202219
Arete Wealth Advisors, LLC 1720.02%0.27%0.81%Q2 2018Q2 202319
Avestar Capital, LLC 19190.14%1.52%4.94%Q1 2019Q3 202319
Santori & Peters, Inc. 19190.11%1.30%5.06%Q1 2019Q3 202319
TORONTO DOMINION BANK 1630.00%0.00%0.00%Q3 2018Q2 202319
Syntal Capital Partners, LLC 19190.16%1.25%5.85%Q1 2019Q3 202319
Pasadena Private Wealth, LLC 19190.41%5.16%8.14%Q1 2019Q3 202319
Tidal Investments LLC 19190.01%0.59%2.86%Q4 2018Q2 202319
Legacy Private Trust Co. 1810.02%0.59%2.52%Q2 2018Q1 202319
TSFG, LLC 19190.00%0.01%0.02%Q1 2019Q3 202319
GREENLEAF TRUST 19190.05%0.16%0.45%Q1 2019Q3 202319
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 18180.02%0.17%0.72%Q3 2018Q4 202218
Gradient Investments LLC 18180.00%0.21%1.09%Q2 2019Q3 202318
Miracle Mile Advisors, LLC 18180.01%0.27%0.70%Q4 2018Q1 202318
FMR LLC 810.00%0.00%0.00%Q3 2018Q3 202318
Cetera Advisors LLC 1710.01%0.02%0.04%Q4 2018Q3 202318
American Portfolios Advisors 18180.01%0.07%0.09%Q2 2018Q3 202218
Citadel Advisors 1110.00%0.00%0.00%Q2 2018Q3 202318
PATTON ALBERTSON MILLER GROUP, LLC 18180.34%0.96%1.97%Q2 2019Q3 202318
Texas Yale Capital Corp. 17170.03%0.48%0.86%Q3 2018Q3 202217
Capital Investment Advisory Services, LLC 1070.00%0.39%1.83%Q1 2019Q3 202317
NATIXIS 1340.01%0.02%0.04%Q1 2019Q3 202317
OARSMAN CAPITAL, INC. 1070.10%0.18%0.28%Q2 2018Q3 202217
Gratus Capital, LLC 17170.41%2.78%5.64%Q3 2019Q3 202317
JANE STREET GROUP, LLC 1110.00%0.01%0.06%Q2 2018Q3 202317
Advisors Preferred, LLC 17170.58%2.16%5.85%Q2 2018Q2 202217
Financial Advocates Investment Management 1340.03%0.17%0.34%Q1 2019Q3 202317
Kingsview Wealth Management, LLC 1250.01%0.25%0.62%Q1 2019Q2 202317
FIRST MERCHANTS CORP 17170.81%1.25%1.92%Q3 2019Q3 202317
Detalus Advisors, LLC 16160.10%3.38%12.30%Q4 2019Q3 202316
Wealthstar Advisors, LLC 1060.13%0.40%0.80%Q4 2018Q3 202316
Advocacy Wealth Management Services, LLC 16160.22%0.63%1.14%Q4 2019Q3 202316
PALLADIUM PARTNERS LLC 16160.02%0.18%0.47%Q2 2018Q1 202216
B. Riley Wealth Management, Inc. 16160.00%0.09%0.38%Q3 2018Q2 202216
COMMERCE BANK 970.00%0.00%0.01%Q3 2019Q3 202316
OneDigital Investment Advisors LLC 1060.01%0.02%0.06%Q2 2019Q3 202316
ACG Wealth 16160.10%0.15%0.25%Q4 2018Q3 202216
Paragon Wealth Strategies, LLC 1320.00%2.89%4.63%Q1 2019Q4 202215
Rockefeller Capital Management L.P. 1410.00%0.00%0.00%Q1 2019Q2 202315
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1050.00%0.00%0.00%Q2 2019Q3 202315
TRUIST FINANCIAL CORP 870.00%0.00%0.04%Q4 2019Q3 202315
CCG WEALTH MANAGEMENT, LLC 15150.39%2.88%7.26%Q4 2018Q2 202215
OSAIC HOLDINGS, INC. 15150.02%0.06%0.18%Q1 2020Q3 202315
Beacon Financial Advisory LLC 1320.16%0.37%0.62%Q4 2019Q3 202315
BLAIR WILLIAM & CO/IL 15150.00%0.03%0.12%Q1 2020Q3 202315
Retirement Group, LLC 1410.01%0.11%0.44%Q4 2019Q3 202315
Integrated Wealth Concepts LLC 15150.02%0.17%0.46%Q1 2020Q3 202315
Koshinski Asset Management, Inc. 1320.05%0.09%0.12%Q4 2019Q3 202315
INSPIRION WEALTH ADVISORS, LLC 14140.04%1.16%8.37%Q4 2019Q1 202314
Financial Gravity Asset Management, Inc. 920.02%0.99%2.10%Q2 2018Q3 202314
KMG FIDUCIARY PARTNERS, LLC 14140.05%0.35%0.68%Q2 2020Q3 202314
CATALYST PRIVATE WEALTH, LLC 14140.26%0.41%0.70%Q3 2020Q4 202314
Seelaus Asset Management LLC 14140.29%0.58%1.45%Q2 2020Q3 202314
Almanack Investment Partners, LLC. 810.00%0.10%0.27%Q3 2018Q3 202214
US BANCORP \DE\ 950.00%0.00%0.00%Q3 2018Q3 202314
Laidlaw Wealth Management LLC 14140.04%0.53%1.94%Q1 2020Q2 202314
ASSETMARK, INC 14140.00%0.00%0.01%Q4 2019Q1 202314
Simplicity Solutions, LLC 540.01%0.17%0.56%Q2 2018Q3 202314
McNaughton Wealth Management, LLC 14141.09%2.98%3.75%Q2 2020Q3 202314
FIDUCIARY TRUST CO 14140.01%0.01%0.01%Q2 2020Q3 202314
MERCER GLOBAL ADVISORS INC /ADV 1310.05%0.16%0.47%Q1 2020Q3 202314
TWO SIGMA SECURITIES, LLC 310.00%0.01%0.05%Q2 2018Q2 202313
CAPITAL WEALTH MANAGEMENT, LLC 13131.12%5.83%9.15%Q2 2018Q2 202113
Trust Co 13130.26%1.03%8.04%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.02%0.03%Q3 2020Q3 202313
55I, LLC 1030.01%0.79%4.80%Q4 2018Q1 202213
XML Financial, LLC 13130.05%0.12%0.25%Q1 2020Q1 202313
LAKE STREET PRIVATE WEALTH, LLC 13130.64%1.98%3.93%Q3 2019Q3 202213
NEXT Financial Group, Inc 13130.04%0.08%0.11%Q4 2018Q4 202113
HighTower Advisors, LLC 1210.00%0.00%0.01%Q1 2019Q3 202313
CIBC Private Wealth Group, LLC 810.00%0.00%0.00%Q1 2020Q3 202313
YHB Investment Advisors, Inc. 13130.06%0.17%0.37%Q3 2020Q3 202313
Petix & Botte Co 1030.19%0.57%0.79%Q2 2020Q3 202313
BROWN BROTHERS HARRIMAN & CO 13130.02%0.02%0.04%Q2 2020Q2 202313
J.W. COLE ADVISORS, INC. 810.03%0.05%0.06%Q4 2019Q3 202313
Randolph Co Inc 13130.03%0.07%0.11%Q2 2020Q2 202313
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.02%0.05%0.12%Q4 2018Q3 202112
Crabel Capital Management, LLC 420.14%0.45%1.16%Q2 2018Q3 202312
4J Wealth Management LLC 12120.33%0.47%0.61%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.04%0.05%0.07%Q4 2020Q3 202312
HUNTINGTON NATIONAL BANK 1010.00%0.06%0.14%Q1 2020Q3 202312
DAVENPORT & Co LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
TruWealth Advisors, LLC 12120.11%4.98%7.97%Q4 2020Q3 202312
Cetera Investment Advisers 12120.01%0.01%0.02%Q4 2020Q3 202312
Claraphi Advisory Network, LLC 12120.17%0.29%0.57%Q1 2020Q4 202212
DEUTSCHE BANK AG\ 840.00%0.00%0.00%Q2 2018Q2 202112
Johnson Bixby & Associates, LLC 12123.24%9.53%13.06%Q4 2020Q3 202312
Pinnacle Advisory Group, Inc. 12120.08%3.29%7.82%Q2 2018Q1 202112
Creative Planning 1020.00%0.03%0.18%Q4 2019Q3 202312
TWIN FOCUS CAPITAL PARTNERS, LLC 12120.16%0.18%0.25%Q4 2020Q3 202312
MONTAG A & ASSOCIATES INC 12120.02%0.24%0.36%Q4 2020Q3 202312
Key FInancial Inc 12120.00%0.00%0.01%Q4 2020Q3 202312
Octavia Wealth Advisors, LLC 12120.24%0.45%0.89%Q4 2020Q3 202312
Oxbow Advisors, LLC 12120.11%0.31%0.44%Q4 2020Q3 202312
BANK OF MONTREAL /CAN/ 710.00%0.00%0.00%Q1 2020Q3 202312
FMA ADVISORY INC 12120.20%0.33%0.65%Q2 2018Q1 202112
Insight Advisors, LLC/ PA 12120.06%0.10%0.13%Q4 2020Q3 202312
THRIVENT FINANCIAL FOR LUTHERANS 11110.00%0.00%0.00%Q4 2019Q2 202211
Total Clarity Wealth Management, Inc. 1010.10%0.16%0.27%Q4 2019Q3 202211
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q1 2019Q2 202311
Spectrum Management Group, LLC 11110.01%0.02%0.04%Q1 2020Q3 202211
Vista Private Wealth Partners. LLC 1010.10%0.36%0.62%Q3 2019Q2 202211
Ridgewood Investments LLC 11110.15%0.18%0.22%Q1 2021Q3 202311
FLAGSHIP HARBOR ADVISORS, LLC 920.00%0.03%0.05%Q1 2020Q4 202211
Signature Wealth Management Partners, LLC 11110.21%0.78%3.20%Q4 2020Q2 202311
Freedom Investment Management, Inc. 11110.09%0.35%0.55%Q1 2021Q3 202311
FLOW TRADERS U.S. LLC 510.12%0.65%4.76%Q3 2018Q1 202311
Legacy Wealth Planning, LLC 11111.56%3.67%11.16%Q1 2020Q3 202211
Darwin Wealth Management, LLC 11110.06%0.63%2.06%Q2 2018Q4 202011
CWH Capital Management, Inc. 11116.45%8.97%10.54%Q2 2018Q4 202011
Laffer Tengler Investments, Inc. 11110.03%0.05%0.10%Q2 2018Q4 202011
HOWARD WEALTH MANAGEMENT, LLC 1010.06%0.44%0.67%Q4 2019Q3 202211
IFG Advisory, LLC 920.04%0.09%0.13%Q2 2020Q3 202311
Chicago Partners Investment Group LLC 11110.02%0.04%0.06%Q1 2021Q3 202311
Transamerica Financial Advisors, Inc. 610.00%0.10%0.46%Q2 2018Q3 202311
JNBA Financial Advisors 11110.00%0.00%0.00%Q1 2021Q3 202311
Alpha Cubed Investments, LLC 10100.02%0.03%0.05%Q1 2019Q2 202110
Provident Wealth Management, LLC 10100.15%0.25%0.48%Q2 2021Q3 202310
FCG ADVISORS, LLC 10100.07%0.12%0.20%Q2 2018Q3 202010
Asset Dedication, LLC 10100.00%0.00%0.01%Q2 2019Q3 202110
BEACON INVESTMENT ADVISORY SERVICES, INC. 10100.05%0.22%0.35%Q2 2021Q3 202310
SCOTIA CAPITAL INC. 730.00%0.02%0.04%Q1 2020Q3 202310
KCM INVESTMENT ADVISORS LLC 10100.01%0.05%0.10%Q2 2021Q3 202310
FIFTH THIRD BANCORP 710.00%0.00%0.00%Q3 2019Q4 202210
GPS Wealth Strategies Group, LLC 730.00%0.02%0.04%Q1 2021Q3 202310
Parkside Financial Bank & Trust 10100.05%0.07%0.08%Q3 2020Q4 202210
JPMORGAN CHASE & CO 510.00%0.00%0.00%Q2 2018Q3 202310
Sullivan, Bruyette, Speros & Blaney, LLC 10100.34%1.13%3.83%Q4 2018Q1 202110
First Allied Advisory Services, Inc. 10100.02%0.05%0.11%Q2 2018Q3 202010
IHT Wealth Management, LLC 710.01%0.02%0.03%Q2 2020Q2 202310
Spire Wealth Management 10100.00%0.01%0.03%Q1 2021Q2 202310
Hilltop Holdings Inc. 910.04%0.04%0.08%Q4 2020Q3 202310
Sowell Financial Services LLC 910.02%0.09%0.18%Q1 2019Q3 202110
FIRST HAWAIIAN BANK 10100.02%0.02%0.02%Q4 2018Q1 202110
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 10100.02%0.02%0.03%Q2 2021Q3 202310
SeaBridge Investment Advisors LLC 10100.04%0.05%0.07%Q2 2018Q3 202010
Equitable Holdings, Inc. 910.00%0.04%0.12%Q4 2019Q2 202210
FIRST NATIONAL TRUST CO 990.03%0.06%0.07%Q2 2018Q2 20209
Strategic Investment Advisors / MI 990.24%1.41%1.85%Q4 2018Q4 20209
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 810.08%1.21%2.46%Q2 2018Q4 20219
Clarity Financial LLC 990.13%1.39%7.44%Q4 2020Q4 20229
Transform Wealth, LLC 990.10%0.32%0.73%Q2 2019Q2 20219
Sovereign Financial Group, Inc. 990.28%0.37%0.48%Q3 2021Q3 20239
Global Financial Private Capital, Inc 990.41%0.75%1.29%Q2 2018Q2 20209
B & T Capital Management DBA Alpha Capital Management 990.39%1.40%2.96%Q3 2021Q3 20239
Galvin, Gaustad & Stein, LLC 990.02%0.30%0.52%Q4 2020Q4 20229
Astor Investment Management LLC 720.00%0.38%1.42%Q2 2018Q3 20209
Laurel Wealth Advisors, Inc. 540.14%0.25%0.32%Q3 2020Q4 20229
B. Riley Wealth Advisors, Inc. 540.01%0.05%0.11%Q1 2021Q3 20239
MRA Advisory Group 990.21%1.42%3.25%Q4 2020Q4 20229
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 990.03%0.35%0.85%Q3 2021Q3 20239
Neuberger Berman Group LLC 990.00%0.01%0.01%Q3 2020Q3 20229
Ahrens Investment Partners LLC 410.01%0.29%1.11%Q3 2020Q1 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
CAPITAL ONE FINANCIAL CORP 880.04%0.20%0.54%Q1 2020Q4 20218
REGATTA CAPITAL GROUP, LLC 880.38%0.59%0.98%Q4 2021Q3 20238
Global Trust Asset Management, LLC 880.06%0.42%0.70%Q2 2018Q1 20208
AXXCESS WEALTH MANAGEMENT, LLC 880.02%0.07%0.36%Q4 2021Q3 20238
HOWE & RUSLING INC 880.00%0.01%0.02%Q2 2019Q1 20218
MEITAV INVESTMENT HOUSE LTD 510.00%0.01%0.01%Q1 2021Q2 20238
Aspire Private Capital, LLC 710.00%0.01%0.04%Q4 2018Q1 20218
Providence Capital Advisors, LLC 620.00%0.01%0.02%Q1 2020Q4 20228
Wealth Alliance 880.04%0.10%0.18%Q1 2020Q4 20218
MBM Wealth Consultants, LLC 530.02%0.10%0.17%Q4 2018Q4 20208
M&T BANK CORP 880.00%0.01%0.01%Q1 2019Q4 20208
Prospera Financial Services Inc 880.01%0.03%0.08%Q2 2021Q1 20238
Endowment Wealth Management, Inc. 880.30%0.56%0.76%Q4 2021Q3 20238
Allen Capital Group, LLC 710.21%0.74%2.38%Q4 2019Q1 20228
IronBridge Private Wealth, LLC 880.01%7.03%13.25%Q4 2020Q3 20228
LexAurum Advisors, LLC 880.07%0.12%0.21%Q1 2020Q4 20218
CERTUITY, LLC 880.07%0.10%0.17%Q2 2020Q1 20228
HARBOUR INVESTMENTS, INC. 440.01%0.03%0.10%Q1 2021Q1 20238
Pitti Group Wealth Management, LLC 880.67%0.86%1.54%Q4 2021Q3 20238
Arkadios Wealth Advisors 880.03%0.07%0.12%Q4 2019Q3 20218
MONEY CONCEPTS CAPITAL CORP 620.02%0.09%0.17%Q4 2020Q1 20238
Tarbox Family Office, Inc. 880.00%0.00%0.00%Q2 2020Q1 20228
ETF Store, Inc. 880.22%0.31%0.46%Q4 2021Q3 20238
BlackDiamond Wealth Management, LLC 880.47%1.01%2.06%Q4 2021Q3 20238
Financial & Tax Architects, LLC 420.18%0.36%0.58%Q1 2021Q3 20238
STEPHENS INC /AR/ 880.01%0.03%0.06%Q2 2018Q1 20208
Mach-1 Financial Group, LLC 410.00%0.49%2.75%Q4 2020Q1 20238
Bay Harbor Wealth Management, LLC 770.01%0.02%0.03%Q4 2018Q2 20207
Ameritas Advisory Services, LLC 610.97%1.17%1.43%Q4 2021Q3 20237
Jackson Financial Management 772.53%4.22%7.28%Q2 2018Q4 20197
Virtue Capital Management, LLC 770.04%0.04%0.04%Q1 2022Q3 20237
Redhawk Wealth Advisors, Inc. 511.45%2.35%3.76%Q3 2018Q3 20217
Antonetti Capital Management LLC 610.39%0.57%0.71%Q2 2010Q4 20227
Redwood Financial Network Corp 770.59%0.93%1.36%Q1 2022Q3 20237
INTREPID FAMILY OFFICE LLC 521.79%7.02%16.44%Q4 2021Q3 20237
Advisor Group, Inc. 770.06%0.17%0.24%Q2 2018Q4 20197
Bank of New York Mellon Corp 510.00%0.00%0.00%Q2 2018Q1 20237
SRS Capital Advisors, Inc. 430.00%0.40%2.73%Q1 2020Q3 20237
Kore Private Wealth LLC 770.08%0.09%0.10%Q1 2019Q3 20207
SteelPeak Wealth, LLC 770.03%0.07%0.12%Q2 2020Q4 20217
IPG Investment Advisors LLC 770.13%0.31%0.70%Q1 2019Q3 20207
Warwick Investment Management, Inc. 430.24%0.37%0.52%Q4 2021Q3 20237
OPTIMUM INVESTMENT ADVISORS 770.00%0.01%0.02%Q2 2018Q4 20197
Peak Asset Management, LLC 770.42%0.53%0.63%Q2 2018Q4 20197
NORTHSTAR ASSET MANAGEMENT INC 770.18%0.21%0.25%Q1 2021Q3 20227
AMERIPRISE FINANCIAL INC 210.00%0.00%0.00%Q4 2018Q1 20237
Horan Securities, Inc. 770.01%0.01%0.01%Q4 2021Q2 20237
PROFESSIONAL PLANNING 430.12%0.47%1.00%Q3 2018Q3 20217
FURE FINANCIAL CORP 430.02%0.05%0.10%Q3 2020Q2 20227
Coyle Financial Counsel LLC 772.67%6.46%9.15%Q2 2018Q4 20197
OLD MISSION CAPITAL LLC 210.01%0.04%0.09%Q4 2018Q2 20237
Navis Wealth Advisors, LLC 774.24%4.89%5.48%Q4 2020Q2 20227
ROVIN CAPITAL /UT/ /ADV 771.04%1.55%2.13%Q4 2019Q2 20217
Journey Advisory Group, LLC 770.05%0.06%0.08%Q4 2020Q2 20227
Collaborative Wealth Managment Inc. 510.13%0.20%0.34%Q1 2021Q2 20237
UNITED CAPITAL FINANCIAL ADVISORS, LLC 610.00%0.01%0.04%Q4 2018Q3 20207
ORSER CAPITAL MANAGEMENT, LLC 610.19%1.08%2.27%Q1 2019Q1 20227
Atria Wealth Solutions, Inc. 770.21%0.36%0.58%Q1 2022Q3 20237
Capital Wealth Alliance, LLC 510.23%1.23%3.62%Q4 2019Q3 20236
Great Lakes Retirement, Inc. 423.63%4.92%7.68%Q4 2019Q3 20236
Byrne Asset Management LLC 660.01%0.01%0.01%Q4 2021Q1 20236
Aptus Capital Advisors, LLC 510.00%0.00%0.00%Q3 2019Q3 20236
CIBC BANK USA 660.03%0.05%0.06%Q3 2018Q4 20196
Elevated Capital Advisors, LLC 210.07%0.51%1.47%Q1 2019Q3 20236
KESTRA PRIVATE WEALTH SERVICES, LLC 420.02%0.04%0.08%Q3 2020Q1 20226
McElhenny Sheffield Capital Management, LLC 660.11%0.78%1.44%Q3 2021Q4 20226
BB&T SECURITIES, LLC 660.01%0.08%0.19%Q2 2018Q3 20196
CMC Financial Group 660.24%0.76%1.43%Q4 2018Q1 20206
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.20%0.25%0.29%Q3 2018Q4 20196
Accurate Wealth Management, LLC 660.39%0.88%1.37%Q2 2021Q3 20226
Vishria Bird Financial Group, LLC 660.56%2.19%8.52%Q3 2020Q4 20216
BNP PARIBAS FINANCIAL MARKETS 420.00%0.00%0.00%Q4 2021Q3 20236
Running Point Capital Advisors, LLC 660.36%0.39%0.42%Q2 2022Q3 20236
Ameritas Investment Company, LLC 310.00%0.49%1.12%Q4 2018Q3 20216
Secrest Blakey & Associates, LLC 660.76%1.47%1.92%Q2 2018Q3 20196
Krilogy Financial LLC 660.02%0.02%0.03%Q3 2020Q4 20216
Vigilare Wealth Management 410.16%0.63%1.52%Q4 2019Q4 20226
Accel Wealth Management 660.01%0.01%0.01%Q4 2020Q1 20226
AMG National Trust Bank 660.01%0.01%0.01%Q3 2020Q4 20216
Vickerman Investment Advisors, Inc. 660.39%4.20%6.85%Q3 2021Q4 20226
MANCHESTER FINANCIAL INC 510.03%0.05%0.07%Q2 2019Q4 20206
Triasima Portfolio Management inc. 660.02%0.05%0.11%Q4 2021Q1 20236
Capital Advisory Group Advisory Services, LLC 330.01%0.03%0.05%Q1 2019Q3 20206
Delta Investment Management, LLC 660.13%0.25%0.34%Q3 2020Q4 20216
GUARDIAN WEALTH ADVISORS, LLC / NC 660.00%0.00%0.00%Q2 2022Q3 20236
BENJAMIN F. EDWARDS & COMPANY, INC. 660.00%0.00%0.01%Q2 2022Q3 20236
CEERA INVESTMENTS, LLC 660.92%1.67%2.23%Q3 2021Q4 20226
COMPASS FINANCIAL ADVISORS LLC 661.36%1.62%1.96%Q4 2021Q1 20236
MARINER INDEPENDENT ADVISOR NETWORK, LLC 330.05%0.70%1.25%Q1 2021Q3 20226
Strategic Blueprint, LLC 550.02%0.07%0.22%Q3 2022Q3 20235
Essex LLC 550.17%0.18%0.20%Q3 2021Q3 20225
GeoWealth Management, LLC 210.00%0.75%2.02%Q4 2019Q3 20235
Cerity Partners LLC 550.00%0.01%0.01%Q3 2021Q3 20225
WIN ADVISORS, INC 550.04%0.22%0.74%Q4 2021Q4 20225
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 310.01%0.05%0.18%Q1 2020Q1 20225
Wealth Advisory Solutions, LLC 550.13%0.15%0.19%Q4 2019Q4 20205
Birchcreek Wealth Management, LLC 410.16%0.23%0.29%Q4 2020Q2 20235
MONROE BANK & TRUST/MI 553.94%4.06%4.22%Q2 2018Q2 20195
Engrave Wealth Partners LLC 552.71%3.44%4.49%Q4 2019Q4 20205
GREATMARK INVESTMENT PARTNERS, INC. 410.05%0.06%0.06%Q1 2019Q2 20205
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 556.04%6.34%7.14%Q1 2019Q1 20205
Ledge Wealth Management, Inc. 550.16%0.24%0.30%Q1 2022Q1 20235
Probity Advisors, Inc. 550.06%0.06%0.07%Q1 2021Q1 20225
GILL CAPITAL PARTNERS, LLC 210.14%0.19%0.26%Q4 2018Q2 20215
Global Retirement Partners, LLC 410.00%0.10%0.15%Q3 2020Q3 20235
Parallax Volatility Advisers, L.P. 550.00%0.00%0.00%Q2 2018Q2 20195
COLDSTREAM CAPITAL MANAGEMENT INC 410.02%0.04%0.08%Q2 2022Q3 20235
NewEdge Advisors, LLC 310.00%0.01%0.01%Q4 2021Q3 20235
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 550.01%0.03%0.03%Q2 2022Q2 20235
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.07%0.17%0.35%Q4 2022Q3 20234
SIENA CAPITAL LLC 442.79%3.02%3.31%Q4 2021Q3 20224
Householder Group Estate & Retirement Specialist, LLC 440.15%0.16%0.18%Q4 2021Q3 20224
Congress Wealth Management LLC / DE / 440.01%0.01%0.02%Q4 2021Q3 20224
TOWNSQUARE CAPITAL LLC 440.02%0.03%0.04%Q1 2019Q4 20194
Curi Wealth Management, LLC 310.00%0.00%0.01%Q4 2020Q2 20224
Cornerstone Wealth Management, LLC 210.04%0.08%0.11%Q1 2021Q2 20234
MERIDIAN MANAGEMENT CO 220.07%0.10%0.11%Q3 2019Q3 20214
Snowden Capital Advisors LLC 310.01%0.02%0.03%Q2 2019Q4 20214
Citizens National Bank Trust Department 440.00%0.00%0.00%Q4 2021Q3 20224
PATHSTONE FAMILY OFFICE, LLC 440.11%0.22%0.32%Q3 2018Q2 20194
Mariner, LLC 440.03%0.05%0.12%Q4 2022Q3 20234
1 NORTH WEALTH SERVICES LLC 220.02%0.05%0.14%Q4 2018Q4 20194
Capital One Investing, Inc. 440.21%0.34%0.54%Q4 2018Q3 20194
PRIVATE TRUST CO NA 440.03%0.03%0.03%Q4 2022Q3 20234
Stonebridge Financial Planning Group, LLC 440.04%0.09%0.17%Q3 2020Q2 20214
Wealth Quarterback LLC 220.02%0.02%0.03%Q4 2019Q3 20214
Strait & Sound Wealth Management LLC 440.21%0.23%0.25%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.61%0.69%0.82%Q4 2022Q3 20234
Cottage Street Advisors LLC 210.17%0.21%0.23%Q1 2020Q1 20224
SeaCrest Wealth Management, LLC 310.00%0.00%0.01%Q3 2018Q2 20224
HOLDERNESS INVESTMENTS CO 440.36%0.39%0.46%Q1 2021Q4 20214
Ten Capital Wealth Advisors, LLC 440.24%1.81%3.34%Q3 2020Q2 20214
MILESTONE WEALTH, LLC 441.19%1.26%1.36%Q4 2021Q3 20224
BOYS ARNOLD & CO INC 440.07%0.09%0.10%Q2 2018Q1 20194
Homrich & Berg 440.01%0.02%0.03%Q4 2020Q3 20214
Atria Investments, Inc 210.01%0.23%0.70%Q4 2018Q4 20214
Weatherstone Capital Management 441.99%4.94%13.34%Q2 2018Q1 20194
FAIRFIELD, BUSH & CO. 440.07%0.10%0.12%Q1 2019Q4 20194
KARLINSKI ANDREW C 440.57%0.66%0.78%Q4 2021Q3 20224
Moors & Cabot, Inc. 440.08%0.10%0.12%Q2 2018Q1 20194
Capital Asset Advisory Services LLC 440.34%0.51%0.74%Q4 2022Q3 20234
HB Wealth Management, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
Clear Creek Financial Management, LLC 440.04%0.04%0.04%Q2 2021Q1 20224
Larson Financial Group LLC 440.01%0.01%0.02%Q2 2020Q1 20214
MONECO Advisors, LLC 440.67%0.86%0.97%Q1 2019Q4 20194
Register Financial Advisors LLC 440.02%0.03%0.03%Q4 2022Q3 20234
ROSENBLUM SILVERMAN SUTTON S F INC /CA 220.11%0.13%0.16%Q2 2022Q3 20234
PNC FINANCIAL SERVICES GROUP, INC. 210.00%0.00%0.00%Q2 2019Q3 20233
AlphaCore Capital LLC 330.19%0.22%0.26%Q1 2023Q3 20233
SIGNATUREFD, LLC 210.00%0.00%0.01%Q2 2018Q2 20223
Centerpoint Advisors, LLC 330.02%0.02%0.03%Q3 2019Q1 20203
Beacon Capital Management, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Kesler, Norman & Wride, LLC 330.08%0.33%0.80%Q4 2020Q2 20213
TCWP LLC 330.10%0.11%0.14%Q4 2021Q2 20223
Farmers & Merchants Trust Co of Long Beach 330.07%0.08%0.08%Q2 2021Q4 20213
AFT, FORSYTH & COMPANY, INC. 330.57%0.61%0.67%Q3 2020Q1 20213
NewEdge Wealth, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Treasure Coast Financial Planning 330.16%0.19%0.26%Q4 2021Q2 20223
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Catalyst Capital Advisors LLC 330.01%0.01%0.01%Q2 2018Q4 20183
MATRIX PRIVATE CAPITAL GROUP LLC 330.05%0.05%0.05%Q1 2023Q3 20233
Tower Research Capital LLC (TRC) 210.00%0.00%0.01%Q4 2019Q4 20213
STEEL GROVE CAPITAL ADVISORS, LLC 330.58%0.61%0.66%Q2 2018Q4 20183
Sandy Spring Bank 330.00%0.01%0.02%Q3 2020Q1 20213
Gateway Wealth Partners, LLC 330.24%0.34%0.47%Q1 2023Q3 20233
Capital Wealth Planning, LLC 330.03%0.08%0.10%Q3 2019Q1 20203
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 330.31%0.34%0.38%Q2 2018Q4 20183
SageView Advisory Group, LLC 210.02%0.02%0.02%Q4 2022Q3 20233
Purus Wealth Management, LLC 330.18%0.23%0.27%Q1 2021Q3 20213
Walkner Condon Financial Advisors LLC 330.37%0.40%0.42%Q1 2022Q3 20223
GRIMES & COMPANY, INC. 330.08%0.10%0.11%Q2 2021Q4 20213
TCF National Bank 330.06%0.07%0.07%Q3 2020Q1 20213
Graypoint LLC 330.05%0.06%0.06%Q1 2021Q3 20213
Lloyd Advisory Services, LLC. 330.00%0.00%0.00%Q1 2020Q3 20203
Gladstone Institutional Advisory LLC 331.31%1.66%2.09%Q1 2023Q3 20233
DRIVE WEALTH MANAGEMENT, LLC 330.87%1.91%2.43%Q1 2023Q3 20233
Cardan Capital Partners, LLC 330.32%0.35%0.39%Q1 2020Q3 20203
Ruggie Capital Group 110.01%2.24%6.67%Q4 2018Q3 20203
Financial Advisory Group 330.10%4.77%7.27%Q2 2018Q4 20183
BDO Wealth Advisors, LLC 330.02%0.05%0.10%Q1 2019Q3 20193
Perennial Investment Advisors, LLC 330.46%0.48%0.50%Q1 2023Q3 20233
Consolidated Portfolio Review Corp 330.55%0.59%0.62%Q1 2023Q3 20233
Avantax Planning Partners, Inc. 110.00%0.01%0.02%Q3 2018Q1 20192
Financial Enhancement Group LLC 220.21%0.25%0.29%Q2 2021Q3 20212
Gotham Asset Management, LLC 220.06%0.07%0.07%Q2 2023Q3 20232
AVANTAX ADVISORY SERVICES, INC. 220.01%0.04%0.08%Q3 2020Q4 20202
First Horizon Advisors, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Sonora Investment Management, LLC 220.03%0.03%0.04%Q2 2021Q3 20212
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
Atlas Private Wealth Advisors 220.00%0.05%0.10%Q2 2021Q3 20212
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q1 2019Q4 20192
Semmax Financial Advisors Inc. 220.02%0.02%0.02%Q4 2018Q1 20192
Evergreen Advisors, LLC 220.63%0.71%0.79%Q4 2018Q1 20192
TrinityPoint Wealth, LLC 220.05%0.05%0.05%Q2 2022Q3 20222
Sandy Cove Advisors, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Shepherd Financial Partners LLC 220.10%0.13%0.16%Q4 2019Q1 20202
FirstPurpose Wealth LLC 220.63%0.70%0.78%Q4 2021Q1 20222
BTS Asset Management, Inc. 224.27%4.58%4.88%Q2 2022Q3 20222
National Wealth Management Group, LLC 220.54%0.93%1.32%Q2 2023Q3 20232
Old North State Trust, LLC 221.05%1.07%1.10%Q3 2018Q4 20182
Northwest Capital Management Inc 220.00%0.00%0.00%Q2 2023Q3 20232
CAPTRUST FINANCIAL ADVISORS 110.00%0.00%0.00%Q2 2021Q2 20222
DeDora Capital, Inc. 110.12%0.22%0.33%Q1 2021Q3 20212
Rosenberg Matthew Hamilton 220.00%0.00%0.00%Q2 2023Q3 20232
Sonora Investment Management Group, LLC 110.02%0.03%0.03%Q4 2021Q1 20232
Destiny Wealth Partners, LLC 220.03%2.09%4.15%Q4 2020Q1 20212
SJS Investment Consulting Inc. 220.01%0.01%0.01%Q4 2021Q1 20222
STUDIO INVESTMENT MANAGEMENT LLC 220.00%0.58%1.15%Q2 2022Q3 20222
Derbend Asset Management 220.29%0.29%0.29%Q4 2021Q1 20222
Trilogy Capital Inc. 110.56%0.58%0.61%Q2 2019Q3 20202
Dixon Hughes Goodman Wealth Advisors LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Welch Group, LLC 220.02%0.02%0.02%Q1 2021Q2 20212
RAYMOND JAMES TRUST N.A. 220.01%0.01%0.01%Q3 2021Q4 20212
Western Wealth Management, LLC 220.02%0.05%0.09%Q2 2022Q3 20222
Benedetti & Gucer, Inc. 220.14%0.15%0.16%Q3 2021Q4 20212
Waterloo Capital, L.P. 220.07%0.07%0.08%Q1 2023Q2 20232
Baker Avenue Asset Management, LP 220.02%0.03%0.04%Q3 2021Q4 20212
Fort Point Capital Partners LLC 220.11%0.11%0.12%Q4 2020Q1 20212
WHITTIER TRUST CO 220.00%0.00%0.00%Q3 2021Q4 20212
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2022Q1 20232
EWG Elevate Inc. 110.00%0.15%0.29%Q4 2019Q4 20222
VERUS CAPITAL PARTNERS, LLC 220.02%0.02%0.02%Q4 2019Q1 20202
Summit Financial Strategies, Inc. 220.32%0.35%0.39%Q3 2018Q4 20182
Beacon Capital Management, Inc. 110.00%0.00%0.01%Q2 2018Q2 20192
Spotlight Asset Group, Inc. 220.08%0.08%0.08%Q3 2020Q4 20202
San Luis Wealth Advisors LLC 110.03%0.35%0.67%Q4 2020Q1 20222
KWB Wealth 220.04%0.05%0.05%Q2 2023Q3 20232
Bruderman Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Brookstone Capital Management 110.01%0.01%0.02%Q4 2018Q2 20232
Ford Financial Group, LLC 220.96%0.99%1.01%Q3 2022Q4 20222
TITLEIST ASSET MANAGEMENT, LLC 220.06%0.07%0.07%Q1 2023Q2 20232
KHP Capital, LLC 220.38%0.56%0.75%Q2 2018Q3 20182
Stadion Money Management, LLC 110.81%0.83%0.86%Q4 2018Q3 20202
Family Management Corp 220.26%0.26%0.27%Q4 2018Q1 20192
GUIDANCE CAPITAL, INC 221.63%1.73%1.82%Q2 2023Q3 20232
Sterneck Capital Management, LLC 220.66%0.69%0.73%Q4 2018Q1 20192
WOLVERINE TRADING, LLC 220.01%0.02%0.02%Q4 2018Q1 20192
Titus Wealth Management 220.15%0.16%0.17%Q3 2020Q4 20202
CREATIVE FINANCIAL DESIGNS INC /ADV 220.00%0.00%0.00%Q2 2020Q3 20202
Tradition Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Penserra Capital Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Strategies Wealth Advisors, LLC 110.12%0.27%0.41%Q4 2021Q2 20232
TCG Advisors, LP 220.02%0.02%0.02%Q1 2019Q2 20192
Legacy Capital Group California, Inc. 220.14%0.15%0.15%Q2 2023Q3 20232
Orion Portfolio Solutions, LLC 220.00%0.02%0.04%Q1 2020Q2 20202
Sage Advisory Services, Ltd.Co. 221.39%1.64%1.89%Q2 2023Q3 20232
BUCKINGHAM STRATEGIC WEALTH, LLC 220.05%0.06%0.06%Q2 2023Q3 20232
MANUFACTURERS LIFE INSURANCE COMPANY, THE 220.00%0.00%0.01%Q2 2018Q3 20182
Solidarity Wealth, LLC 220.12%0.14%0.16%Q1 2022Q2 20222
CGC Financial Services, LLC 220.50%0.58%0.66%Q2 2023Q3 20232
BRANDYWINE OAK PRIVATE WEALTH LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Lionsbridge Wealth Management LLC 113.12%3.12%3.12%Q4 2019Q4 20191
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
NEXT Financial Holdings 110.04%0.04%0.04%Q1 2019Q1 20191
Crestone Asset Management LLC 110.48%0.48%0.48%Q3 2021Q3 20211
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Alpha Omega Wealth Management LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Eukles Asset Management 110.00%0.00%0.00%Q4 2021Q4 20211
1834 INVESTMENT ADVISORS CO 110.01%0.01%0.01%Q2 2022Q2 20221
Sage Financial Management Group, Inc. 110.07%0.07%0.07%Q1 2021Q1 20211
NORTHWEST INVESTMENT COUNSELORS, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
BANK OF NOVA SCOTIA 110.00%0.00%0.00%Q2 2019Q2 20191
Warberg Asset Management LLC 110.09%0.09%0.09%Q1 2023Q1 20231
RTD Financial Advisors, Inc. 110.08%0.08%0.08%Q3 2023Q3 20231
LWMG, LLC 110.38%0.38%0.38%Q4 2022Q4 20221
Financial Architects, Inc 110.00%0.00%0.00%Q2 2018Q2 20181
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Joel Isaacson & Co., LLC 110.03%0.03%0.03%Q2 2019Q2 20191
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Renasant Bank 110.33%0.33%0.33%Q4 2020Q4 20201
D. SCOTT NEAL, INC. 110.09%0.09%0.09%Q2 2018Q2 20181
TITLEIST CAPITAL, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Mosaic Family Wealth, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Perigon Wealth Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.14%0.14%0.14%Q4 2022Q4 20221
Farther Finance Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
IAG Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
EVERGREEN CAPITAL MANAGEMENT LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Schwab Charitable Fund 110.84%0.84%0.84%Q1 2020Q1 20201
Ceros Financial Services Inc. 110.83%0.83%0.83%Q1 2019Q1 20191
Strategic Advocates LLC 110.27%0.27%0.27%Q3 2023Q3 20231
Pacifica Partners Inc. 110.01%0.01%0.01%Q1 2020Q1 20201
WT Wealth Management 110.90%0.90%0.90%Q3 2023Q3 20231
Valeo Financial Advisors, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
PRIVATE CAPITAL MANAGEMENT LLC 110.31%0.31%0.31%Q3 2023Q3 20231
Inspire Advisors, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Berman Capital Advisors, LLC 110.05%0.05%0.05%Q3 2020Q3 20201
ProVise Management Group, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
SHINE INVESTMENT ADVISORY SERVICES INC 110.04%0.04%0.04%Q1 2020Q1 20201
CAPITAL ONE, NATIONAL ASSOCIATION 110.49%0.49%0.49%Q4 2019Q4 20191
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
ZRC WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
BOKF, NA 110.00%0.00%0.00%Q4 2022Q4 20221
OLD MISSION CAPITAL, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Pointe Capital Management LLC 110.01%0.01%0.01%Q1 2023Q1 20231
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.05%0.05%0.05%Q1 2020Q1 20201
NBC SECURITIES, INC. 110.06%0.06%0.06%Q3 2023Q3 20231
TCI Wealth Advisors, Inc. 110.02%0.02%0.02%Q3 2022Q3 20221
WULFF, HANSEN & CO. 110.90%0.90%0.90%Q4 2021Q4 20211
Questar Asset Management, Inc. 110.62%0.62%0.62%Q4 2018Q4 20181
Hardy Reed LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Crumly & Associates Inc. 110.42%0.42%0.42%Q4 2019Q4 20191
Bluefin Trading, LLC 110.18%0.18%0.18%Q1 2020Q1 20201
TCG Advisory Services, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
VisionPoint Advisory Group, LLC 110.07%0.07%0.07%Q4 2018Q4 20181
Fortis Group Advisors, LLC 110.09%0.09%0.09%Q3 2020Q3 20201
Evergreen Wealth Solutions, LLC 110.63%0.63%0.63%Q2 2022Q2 20221
First Heartland Consultants, Inc. 110.07%0.07%0.07%Q2 2018Q2 20181
WCG Wealth Advisors LLC 110.07%0.07%0.07%Q3 2023Q3 20231
BESSEMER GROUP INC 110.00%0.00%0.00%Q3 2022Q3 20221
KEYBANK NATIONAL ASSOCIATION/OH 110.01%0.01%0.01%Q2 2019Q2 20191
Financial Gravity Companies, Inc. 110.18%0.18%0.18%Q4 2018Q4 20181
USA FINANCIAL FORMULAS 110.01%0.01%0.01%Q4 2021Q4 20211
CABOT WEALTH MANAGEMENT INC 110.05%0.05%0.05%Q2 2018Q2 20181
WEDBUSH SECURITIES INC 110.03%0.03%0.03%Q3 2018Q3 20181
Pacific Wealth Management 1117.38%17.38%17.38%Q4 2020Q4 20201
Virtu Financial LLC 110.02%0.02%0.02%Q2 2018Q2 20181
BerganKDV Wealth Management, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
WealthPLAN Partners, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Linscomb & Williams, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
Belvedere Trading LLC 110.00%0.00%0.00%Q2 2023Q2 20231
DE BURLO GROUP INC 110.00%0.00%0.00%Q3 2022Q3 20221
Ameritas Investment Partners, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
First Capital Advisors Group, LLC. 110.17%0.17%0.17%Q2 2018Q2 20181
SEI INVESTMENTS CO 110.00%0.00%0.00%Q2 2018Q2 20181
Blue Sky Asset Management, LLC 110.51%0.51%0.51%Q4 2019Q4 20191
Vontobel Holding Ltd. 110.00%0.00%0.00%Q4 2020Q4 20201
Concord Wealth Partners 110.01%0.01%0.01%Q4 2021Q4 20211
HWG Holdings LP 110.06%0.06%0.06%Q3 2019Q3 20191
Lake Point Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
HC Advisors, LLC 110.92%0.92%0.92%Q1 2020Q1 20201
Guardian Wealth Advisors, LLC 113.20%3.20%3.20%Q1 2021Q1 20211
WEALTHCARE CAPITAL MANAGEMENT LLC 110.04%0.04%0.04%Q2 2023Q2 20231
One Capital Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
GERMAN AMERICAN BANCORP, INC. 110.11%0.11%0.11%Q4 2018Q4 20181
Beaumont Financial Partners, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Trexquant Investment LP 110.01%0.01%0.01%Q3 2023Q3 20231
CONDOR CAPITAL MANAGEMENT 110.08%0.08%0.08%Q3 2023Q3 20231
Capstone Triton Financial Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Advisory Alpha, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
AMUSSEN HUNSAKER ASSOCIATES LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Amplius Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Independent Advisor Alliance 110.11%0.11%0.11%Q4 2019Q4 20191
Crewe Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Claret Asset Management Corp 110.04%0.04%0.04%Q2 2021Q2 20211
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This page lists all the filers that currently own INVESCO ACTIVELY MANAGED ETF or have owned INVESCO ACTIVELY MANAGED ETF in the past.