INVESCO ACTIVLY MANGD ETC FD shareholder history

Current and past INVESCO ACTIVLY MANGD ETC FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1510.00%0.00%0.00%Q4 2018Q3 202330
BANK OF AMERICA CORP /DE/ 22220.00%0.01%0.02%Q2 2018Q3 202328
Cutler Group LLC / CA 1110.00%0.01%0.09%Q3 2020Q3 202327
Citadel Advisors 920.00%0.00%0.01%Q4 2019Q3 202326
180 WEALTH ADVISORS, LLC 22220.08%0.22%0.36%Q2 2018Q3 202322
Brookstone Capital Management 22220.04%0.06%0.10%Q2 2018Q3 202322
UBS Group AG 22220.00%0.02%0.08%Q2 2018Q3 202322
Larson Financial Group LLC 22220.00%0.82%2.95%Q2 2018Q3 202322
COMMONWEALTH EQUITY SERVICES, LLC 22220.01%0.02%0.04%Q2 2018Q3 202322
IFP Advisors, Inc 1710.00%0.15%0.49%Q1 2016Q3 202322
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 22220.12%0.26%0.54%Q2 2018Q3 202322
WELLS FARGO & COMPANY/MN 22220.02%0.29%0.66%Q2 2018Q3 202322
ROYAL BANK OF CANADA 22220.00%0.00%0.00%Q2 2018Q3 202322
HighTower Advisors, LLC 22220.00%0.01%0.03%Q2 2018Q3 202322
Asset Dedication, LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
Geneos Wealth Management Inc. 22220.06%0.17%0.35%Q2 2018Q3 202322
Betterment LLC 22220.00%0.00%0.01%Q2 2018Q3 202322
OneDigital Investment Advisors LLC 22220.01%0.04%0.20%Q2 2018Q3 202322
Cambria Investment Management, L.P. 22220.62%1.32%2.50%Q2 2018Q3 202322
Baker Avenue Asset Management, LP 22220.02%0.05%0.18%Q2 2018Q3 202322
PARK AVENUE SECURITIES LLC 22220.41%1.51%5.52%Q2 2018Q3 202322
STIFEL FINANCIAL CORP 22220.00%0.03%0.14%Q2 2018Q3 202322
STATE STREET CORP 22220.00%0.01%0.02%Q2 2018Q3 202322
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 22220.00%0.08%0.20%Q2 2018Q3 202322
LPL Financial LLC 22220.01%0.04%0.10%Q2 2018Q3 202322
Raymond James Financial Services Advisors, Inc. 22220.00%0.02%0.05%Q2 2018Q3 202322
ASSETMARK, INC 22220.00%0.07%0.25%Q2 2018Q3 202322
MORGAN STANLEY 22220.01%0.03%0.07%Q2 2018Q3 202322
WEDBUSH SECURITIES INC 22220.01%0.03%0.06%Q2 2018Q3 202322
MANUFACTURERS LIFE INSURANCE COMPANY, THE 22220.00%0.02%0.03%Q2 2018Q3 202322
US BANCORP \DE\ 22220.00%0.05%0.56%Q2 2018Q3 202322
Continuum Advisory, LLC 22220.27%0.96%1.84%Q2 2018Q3 202322
Steward Partners Investment Advisory, LLC 22220.00%0.01%0.05%Q2 2018Q3 202322
Csenge Advisory Group 22220.03%0.78%1.21%Q2 2018Q3 202322
CITIGROUP INC 22220.00%0.00%0.00%Q2 2018Q3 202322
Cambridge Investment Research Advisors, Inc. 22220.00%0.04%0.18%Q2 2018Q3 202322
ENVESTNET ASSET MANAGEMENT INC 22220.02%0.06%0.22%Q2 2018Q3 202322
CreativeOne Wealth, LLC 21210.10%0.42%1.27%Q3 2018Q3 202321
Alaska Wealth Advisors 21210.32%2.11%3.32%Q2 2018Q2 202321
Sigma Planning Corp 1560.01%0.03%0.08%Q2 2018Q3 202321
CWM, LLC 1380.00%0.06%0.23%Q2 2018Q3 202321
BENJAMIN F. EDWARDS & COMPANY, INC. 21210.00%0.39%1.90%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.06%0.56%Q3 2018Q3 202321
AE Wealth Management LLC 1290.00%0.06%0.16%Q2 2018Q3 202321
Global Retirement Partners, LLC 1470.00%0.02%0.10%Q2 2018Q3 202321
HANCOCK WHITNEY CORP 21210.01%0.11%0.45%Q3 2018Q3 202321
Alaska Permanent Capital Management 21210.01%0.72%1.66%Q2 2018Q2 202321
INNEALTA CAPITAL, LLC 20200.13%0.37%0.56%Q4 2018Q3 202320
RAYMOND JAMES & ASSOCIATES 1370.00%0.00%0.01%Q2 2018Q3 202320
NATIXIS 1640.00%0.00%0.02%Q2 2018Q3 202320
Advisory Services Network, LLC 850.00%0.01%0.02%Q2 2018Q3 202320
Traverso Chambers Private Wealth Management, LLC 20201.58%3.06%4.30%Q4 2018Q3 202320
Personal Capital Advisors Corp 19190.87%1.43%2.10%Q2 2018Q4 202219
INTEGRATED CAPITAL MANAGEMENT, INC. 1726.65%8.09%10.68%Q4 2018Q3 202319
FMR LLC 19190.00%0.01%0.03%Q1 2019Q3 202319
M&T BANK CORP 1450.00%0.05%0.32%Q3 2018Q3 202319
Tower Research Capital LLC (TRC) 1020.00%0.00%0.01%Q2 2018Q3 202319
Cetera Advisor Networks LLC 1110.00%0.02%0.05%Q2 2018Q3 202319
Quantitative Advantage, LLC 19190.45%0.66%1.14%Q2 2018Q4 202219
LexAurum Advisors, LLC 1360.12%0.21%0.39%Q2 2018Q1 202319
JPMORGAN CHASE & CO 1170.00%0.00%0.00%Q2 2018Q3 202318
HUNTINGTON NATIONAL BANK 18180.00%0.00%0.00%Q2 2019Q3 202318
Mutual Advisors, LLC 1530.01%0.03%0.05%Q3 2018Q3 202318
Brinker Capital Investments, LLC 1350.00%0.35%1.03%Q2 2018Q4 202218
MML INVESTORS SERVICES, LLC 1130.00%0.06%0.16%Q2 2018Q3 202318
Hudock, Inc. 18180.01%0.12%0.92%Q2 2018Q3 202218
JUNCTURE WEALTH STRATEGIES, LLC 1620.27%1.70%4.20%Q2 2018Q4 202218
DEUTSCHE BANK AG\ 18180.00%0.00%0.00%Q2 2019Q3 202318
Semmax Financial Advisors Inc. 1710.01%0.02%0.05%Q4 2018Q3 202318
GeoWealth Management, LLC 17170.00%0.47%1.37%Q3 2019Q3 202317
Executive Wealth Management, LLC 1310.01%0.52%1.69%Q4 2018Q3 202317
PNC FINANCIAL SERVICES GROUP, INC. 910.00%0.00%0.00%Q2 2018Q3 202317
PFS INVESTMENTS INC. 17170.15%0.22%0.33%Q2 2019Q2 202317
American Portfolios Advisors 1160.00%0.00%0.02%Q2 2018Q3 202217
EQUITABLE TRUST CO 1160.02%0.21%0.74%Q2 2019Q3 202317
Kalos Management, Inc. 1610.12%0.37%0.80%Q3 2018Q1 202317
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 17170.04%0.08%0.10%Q3 2019Q3 202317
GM Advisory Group, LLC 820.04%2.22%7.15%Q2 2018Q3 202317
CAHILL FINANCIAL ADVISORS INC 17170.03%0.21%0.60%Q3 2019Q3 202317
Financial Gravity Asset Management, Inc. 1210.00%0.09%0.48%Q2 2018Q3 202317
Janney Montgomery Scott LLC 1330.00%0.01%0.05%Q2 2018Q3 202316
Rockefeller Capital Management L.P. 16160.00%0.02%0.09%Q4 2019Q3 202316
Savant Capital, LLC 16160.00%0.29%0.77%Q2 2019Q1 202316
Parallel Advisors, LLC 1060.00%0.00%0.00%Q3 2018Q3 202316
AdvisorNet Financial, Inc 1010.00%0.01%0.05%Q2 2018Q3 202316
JANE STREET GROUP, LLC 610.00%0.01%0.03%Q4 2018Q3 202316
Private Advisor Group, LLC 910.00%0.01%0.04%Q3 2018Q3 202316
Windham Capital Management, LLC 870.11%3.65%10.44%Q2 2018Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.05%0.18%Q1 2020Q3 202315
JOHNSON INVESTMENT COUNSEL INC 710.02%0.04%0.10%Q3 2019Q3 202315
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1410.00%0.08%0.22%Q2 2018Q3 202315
Freedom Investment Management, Inc. 810.02%0.48%2.51%Q2 2018Q3 202315
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 15150.00%0.00%0.00%Q1 2020Q3 202315
Kovitz Investment Group Partners, LLC 15150.01%0.02%0.02%Q1 2020Q3 202315
VAN ECK ASSOCIATES CORP 1320.00%0.02%0.10%Q2 2018Q3 202215
Disciplined Investments, LLC 15150.00%0.47%1.18%Q4 2019Q2 202315
AVANTAX ADVISORY SERVICES, INC. 15150.01%0.02%0.05%Q1 2020Q3 202315
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 1140.04%0.88%2.18%Q3 2018Q1 202315
Pinnacle Bancorp, Inc. 860.00%0.01%0.02%Q1 2020Q3 202314
Atria Investments, Inc 710.01%0.10%0.81%Q2 2018Q3 202314
Prospera Financial Services Inc 1310.00%0.31%1.19%Q4 2018Q3 202314
Baird Financial Group, Inc. 1110.00%0.01%0.04%Q2 2018Q3 202314
LFA - Lugano Financial Advisors SA 14143.92%6.68%8.88%Q2 2020Q3 202314
Creative Planning 1220.00%0.01%0.02%Q2 2018Q3 202314
WOLVERINE TRADING, LLC 710.00%0.00%0.00%Q1 2021Q2 202314
Aspire Private Capital, LLC 1310.00%1.01%2.09%Q4 2018Q3 202314
People's United Financial, Inc. 1310.02%0.24%0.72%Q2 2018Q1 202214
MERCER GLOBAL ADVISORS INC /ADV 1310.00%0.02%0.07%Q1 2020Q3 202314
RAYMOND JAMES TRUST N.A. 14140.01%0.01%0.02%Q2 2020Q3 202314
Madison Asset Management, LLC 1310.08%0.38%0.67%Q4 2019Q3 202314
UBS ASSET MANAGEMENT AMERICAS INC 760.00%0.01%0.02%Q2 2018Q2 202313
Simplicity Solutions, LLC 510.01%0.20%0.73%Q4 2018Q3 202313
MIRSKY FINANCIAL MANAGEMENT CORP. 13130.16%1.68%3.31%Q4 2018Q4 202113
TRUIST FINANCIAL CORP 1120.00%0.01%0.02%Q4 2019Q3 202313
Belpointe Asset Management LLC 910.01%0.16%0.41%Q4 2019Q3 202313
Carroll Financial Associates, Inc. 13130.00%0.00%0.01%Q4 2018Q4 202113
Renaissance Technologies 710.00%0.00%0.01%Q3 2018Q3 202313
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13130.04%0.07%0.10%Q1 2020Q1 202313
EXENCIAL WEALTH ADVISORS, LLC 13130.02%0.89%1.49%Q3 2020Q3 202313
Ausdal Financial Partners, Inc. 1030.14%0.30%0.58%Q2 2018Q3 202313
LWS Wealth Advisors, Inc. 13130.11%0.18%0.21%Q2 2020Q2 202313
Almanack Investment Partners, LLC. 610.04%1.34%3.45%Q2 2018Q3 202313
CULLEN/FROST BANKERS, INC. 13130.00%0.00%0.01%Q3 2020Q3 202313
FIFTH THIRD BANCORP 1210.00%0.00%0.00%Q2 2019Q3 202313
Empirical Finance, LLC 910.05%0.43%1.16%Q2 2018Q3 202212
Koshinski Asset Management, Inc. 1110.10%0.15%0.24%Q2 2018Q3 202312
Baldrige Asset Management LLC 840.01%0.02%0.03%Q1 2019Q1 202312
Sowell Financial Services LLC 720.00%0.01%0.04%Q4 2018Q4 202212
Newbridge Financial Services Group, Inc. 1110.00%0.04%0.11%Q3 2020Q3 202312
Capital Investment Advisory Services, LLC 840.01%0.03%0.10%Q4 2018Q3 202312
Tradition Wealth Management, LLC 12120.00%0.03%0.06%Q4 2020Q3 202312
SALEM INVESTMENT COUNSELORS INC 1110.00%0.00%0.01%Q2 2020Q3 202312
Palumbo Wealth Management LLC 12120.81%3.24%9.00%Q4 2020Q3 202312
Jacobi Capital Management LLC 12120.00%0.45%1.32%Q4 2019Q3 202212
Bank of New York Mellon Corp 1110.00%0.00%0.00%Q4 2019Q3 202312
NinePointTwo Capital LLC 12121.81%4.38%6.98%Q4 2020Q3 202312
BAILARD, INC. 12120.01%1.41%3.28%Q4 2020Q3 202312
COMERICA BANK 1110.00%0.01%0.03%Q2 2020Q3 202312
CENTAURUS FINANCIAL, INC. 1110.00%0.04%0.09%Q2 2018Q3 202312
NewEdge Advisors, LLC 1110.01%0.01%0.02%Q2 2020Q3 202312
BESSEMER GROUP INC 1110.00%0.00%0.00%Q3 2020Q3 202312
UMB Bank, n.a. 12120.01%0.02%0.04%Q4 2020Q3 202312
Kestra Advisory Services, LLC 12120.00%0.02%0.03%Q4 2020Q3 202312
Cetera Investment Advisers 12120.00%0.03%0.06%Q4 2020Q3 202312
Capital Asset Advisory Services LLC 12120.02%0.04%0.08%Q4 2020Q3 202312
Integrated Wealth Concepts LLC 1110.02%0.79%1.76%Q2 2018Q3 202312
CAPTRUST FINANCIAL ADVISORS 12120.00%0.02%0.12%Q4 2020Q3 202312
CONGRESS ASSET MANAGEMENT CO /MA 11110.01%0.03%0.04%Q1 2021Q3 202311
Wealthspire Advisors, LLC 1010.01%0.02%0.03%Q1 2020Q3 202311
GenTrust, LLC 11110.09%0.34%0.72%Q1 2021Q3 202311
Cetera Advisors LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
Key FInancial Inc 11110.00%0.00%0.00%Q1 2021Q3 202311
Equitable Holdings, Inc. 11110.01%0.05%0.10%Q1 2021Q3 202311
StrongBox Wealth, LLC 11110.12%0.54%1.01%Q2 2021Q4 202311
WestEnd Advisors, LLC 11110.00%0.00%0.01%Q2 2020Q4 202211
Stonebridge Capital Advisors LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Qube Research & Technologies Ltd 650.00%0.03%0.10%Q4 2020Q3 202311
HSBC HOLDINGS PLC 11110.00%0.01%0.01%Q1 2021Q3 202311
Faithward Advisors, LLC 11110.94%2.47%4.82%Q1 2021Q3 202311
CREATIVE FINANCIAL DESIGNS INC /ADV 620.00%0.01%0.03%Q3 2019Q3 202311
Bay Harbor Wealth Management, LLC 1010.00%0.05%0.25%Q2 2019Q4 202211
Visionary Wealth Advisors 11110.04%0.28%0.70%Q1 2021Q3 202311
WRAPMANAGER INC 720.04%0.47%1.09%Q2 2018Q1 202311
DAVENPORT & Co LLC 1010.00%0.01%0.01%Q2 2018Q3 202311
TrinityPoint Wealth, LLC 11110.05%0.75%1.42%Q1 2021Q3 202311
TOWNSQUARE CAPITAL LLC 11110.06%0.18%0.46%Q3 2020Q1 202311
TWO SIGMA SECURITIES, LLC 1010.00%0.01%0.03%Q3 2019Q3 202311
Stratos Wealth Partners, LTD. 720.01%0.01%0.02%Q2 2018Q3 202311
B & T Capital Management DBA Alpha Capital Management 11110.05%0.08%0.13%Q1 2021Q3 202311
Walkner Condon Financial Advisors LLC 830.27%0.52%1.02%Q3 2020Q3 202311
Goelzer Investment Management, Inc. 830.01%0.05%0.10%Q1 2019Q3 202311
TRUSTCORE FINANCIAL SERVICES, LLC 1010.00%0.02%0.07%Q2 2018Q2 202211
3EDGE Asset Management, LP 11111.20%5.10%10.20%Q3 2020Q1 202311
FLOW TRADERS U.S. LLC 310.00%0.13%0.77%Q2 2018Q1 202310
Aveo Capital Partners, LLC 910.07%1.12%2.34%Q1 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.02%0.05%Q1 2021Q3 202310
EMFO, LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
PATTON FUND MANAGEMENT, INC. 10100.25%0.93%1.29%Q2 2021Q3 202310
Baystate Wealth Management LLC 10100.00%0.01%0.02%Q2 2021Q3 202310
SevenOneSeven Capital Management 10101.69%3.63%5.06%Q2 2021Q3 202310
WESBANCO BANK INC 640.04%0.07%0.08%Q1 2021Q3 202310
Bogart Wealth, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 210.00%0.06%0.25%Q2 2018Q3 202310
Foundations Investment Advisors, LLC 10100.04%0.15%0.38%Q2 2021Q3 202310
Hilltop Holdings Inc. 10100.27%0.53%0.96%Q2 2021Q3 202310
Orion Portfolio Solutions, LLC 730.00%0.04%0.12%Q4 2019Q3 202310
Avestar Capital, LLC 10100.03%0.71%1.85%Q2 2021Q3 202310
ProVise Management Group, LLC 10100.02%0.13%0.31%Q4 2020Q1 202310
Spire Wealth Management 910.00%0.00%0.00%Q1 2021Q3 202310
D. SCOTT NEAL, INC. 10102.20%4.39%6.31%Q2 2021Q3 202310
Apella Capital, LLC 730.01%0.06%0.22%Q2 2021Q4 202310
Innova Wealth Partners 910.56%2.57%4.36%Q4 2020Q3 202310
Claraphi Advisory Network, LLC 810.00%0.36%1.67%Q1 2020Q4 202210
FIRST MANHATTAN CO. LLC. 510.00%0.00%0.00%Q3 2018Q4 202210
B. Riley Wealth Advisors, Inc. 10100.06%0.35%0.85%Q2 2021Q3 202310
TOBIAS FINANCIAL ADVISORS, INC. 640.72%1.88%2.39%Q2 2020Q4 202210
Avion Wealth 10101.50%2.90%3.35%Q2 2021Q3 202310
AUGUSTINE ASSET MANAGEMENT INC 10101.38%2.50%6.25%Q2 2021Q3 202310
West Branch Capital LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
CIM, LLC 10100.52%0.72%0.90%Q3 2020Q4 202210
Truadvice, LLC 10100.11%0.33%0.73%Q3 2020Q4 202210
CAMBRIDGE TRUST CO 10100.00%0.04%0.14%Q2 2021Q3 202310
Lake Point Wealth Management 520.00%0.00%0.00%Q4 2018Q2 202210
Johnson Bixby & Associates, LLC 10100.06%0.89%1.70%Q4 2020Q1 202310
Regal Investment Advisors LLC 810.01%0.05%0.19%Q2 2018Q3 202310
Strategic Blueprint, LLC 810.00%0.07%0.10%Q3 2019Q3 202310
Transamerica Financial Advisors, Inc. 910.05%0.81%2.11%Q1 2021Q3 202310
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 990.30%0.69%0.91%Q2 2018Q2 20209
Kingsview Wealth Management, LLC 630.01%0.02%0.05%Q1 2021Q3 20239
HAP Trading, LLC 770.00%0.02%0.06%Q1 2021Q3 20229
NORTHERN TRUST CORP 610.00%0.00%0.00%Q1 2019Q2 20239
Allworth Financial LP 990.00%0.00%0.00%Q3 2021Q3 20239
Global Financial Private Capital, Inc 990.00%0.20%1.17%Q2 2018Q2 20209
NewSquare Capital LLC 990.12%0.17%0.22%Q3 2021Q3 20239
IFS Advisors, LLC 990.01%0.13%0.27%Q4 2021Q4 20239
FARMERS & MERCHANTS INVESTMENTS INC 990.05%0.11%0.17%Q3 2021Q3 20239
Castleview Partners, LLC 810.03%0.88%2.38%Q2 2021Q3 20239
Strategic Investment Advisors / MI 990.03%0.09%0.11%Q1 2021Q1 20239
NEXT Financial Group, Inc 990.00%0.02%0.04%Q4 2019Q4 20219
CONFLUENCE INVESTMENT MANAGEMENT LLC 990.06%0.16%0.35%Q1 2021Q1 20239
Sepio Capital, LP 630.02%0.07%0.35%Q1 2021Q2 20239
EisnerAmper Wealth Management Corporate Benefits, LLC 610.23%0.70%1.45%Q3 2020Q1 20239
Dynamic Advisor Solutions LLC 610.04%0.15%0.33%Q4 2019Q3 20239
Mariner, LLC 810.00%0.01%0.02%Q2 2021Q3 20239
Stratos Investment Management, LLC 990.11%0.15%0.22%Q3 2021Q3 20239
KESTRA PRIVATE WEALTH SERVICES, LLC 990.01%0.11%0.28%Q3 2021Q3 20239
BAKER TILLY WEALTH MANAGEMENT, LLC 540.03%0.13%0.21%Q4 2020Q1 20239
VeraBank, N.A. 990.11%0.19%0.27%Q3 2021Q3 20239
JTC Employer Solutions Trustee Ltd 990.01%0.01%0.02%Q2 2021Q2 20239
SIGNATUREFD, LLC 510.00%0.00%0.00%Q2 2018Q2 20239
Janney Capital Management LLC 990.54%1.31%2.17%Q3 2021Q3 20239
MFA WEALTH ADVISORS, LLC 721.63%2.47%4.84%Q3 2019Q3 20239
BerganKDV Wealth Management, LLC 710.00%0.00%0.01%Q4 2018Q1 20239
Insight Advisors, LLC/ PA 990.06%0.11%0.16%Q3 2021Q3 20239
ALESCO ADVISORS LLC 990.02%0.46%0.72%Q2 2018Q2 20209
ALLIANCEBERNSTEIN L.P. 810.00%0.00%0.00%Q3 2020Q3 20239
Jaffetilchin Investment Partners, LLC 540.06%0.13%0.58%Q2 2019Q4 20229
Integrated Advisors Network LLC 990.02%0.29%0.62%Q2 2021Q2 20239
BENJAMIN EDWARDS INC 990.19%0.44%0.82%Q1 2021Q1 20239
TSFG, LLC 810.00%0.01%0.01%Q4 2020Q3 20239
Alhambra Investment Management LLC 990.15%1.19%2.42%Q3 2021Q3 20239
Covington Capital Management 540.00%0.02%0.09%Q1 2019Q3 20229
Aletheian Wealth Advisors LLC 991.34%1.81%3.04%Q4 2021Q4 20239
Financial Architects, Inc 620.04%0.33%0.66%Q4 2020Q4 20228
WOODMONT INVESTMENT COUNSEL LLC 880.22%1.09%1.97%Q2 2018Q1 20208
BLAIR WILLIAM & CO/IL 530.00%0.01%0.02%Q1 2021Q3 20238
Northwest Capital Management Inc 880.14%0.28%0.62%Q4 2021Q3 20238
Private Harbour Investment Management & Counsel, LLC 880.98%5.25%8.77%Q4 2021Q3 20238
HRT FINANCIAL LP 210.00%0.01%0.02%Q2 2020Q3 20238
OPPENHEIMER & CO INC 440.00%0.01%0.04%Q1 2021Q3 20238
Magnus Financial Group LLC 880.02%0.07%0.09%Q4 2020Q3 20228
EPG Wealth Management LLC 880.06%0.12%0.21%Q4 2021Q3 20238
Retirement Group, LLC 710.00%0.24%0.49%Q1 2021Q3 20238
IHT Wealth Management, LLC 510.02%0.06%0.30%Q2 2021Q3 20238
Main Street Financial Solutions, LLC 880.05%0.11%0.17%Q4 2020Q3 20228
Redhawk Wealth Advisors, Inc. 770.01%0.25%0.55%Q1 2022Q3 20238
Raleigh Capital Management Inc. 880.01%0.54%1.08%Q4 2021Q3 20238
GROUP ONE TRADING, L.P. 310.00%0.00%0.00%Q1 2021Q3 20238
FSC Wealth Advisors, LLC 880.07%0.46%1.57%Q4 2021Q3 20238
CONTINENTAL INVESTORS SERVICES, INC. 880.81%0.96%1.11%Q4 2021Q3 20238
THOROUGHBRED FINANCIAL SERVICES, LLC 620.02%0.07%0.13%Q1 2021Q1 20238
Horan Securities, Inc. 610.00%0.03%0.04%Q2 2018Q1 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.02%0.11%0.21%Q4 2021Q3 20238
VICUS CAPITAL 880.02%0.10%0.14%Q4 2021Q3 20238
Proficio Capital Partners LLC 530.07%0.53%1.68%Q4 2018Q3 20228
RATIONAL ADVISORS LLC 880.00%0.00%0.01%Q3 2021Q2 20238
C2C Wealth Management, LLC 880.04%0.07%0.13%Q4 2021Q3 20238
VALLEY NATIONAL ADVISERS INC 310.00%0.00%0.00%Q1 2020Q4 20228
OLD MISSION CAPITAL LLC 310.04%0.21%0.85%Q2 2018Q3 20228
MD Financial Management Inc. 620.15%0.63%1.36%Q1 2019Q1 20218
Private Ocean, LLC 880.01%0.01%0.01%Q2 2021Q1 20238
MACROVIEW INVESTMENT MANAGEMENT LLC 530.02%0.05%0.10%Q2 2021Q3 20238
JMAC ENTERPRISES LLC 880.96%1.26%1.46%Q4 2021Q3 20238
EVERMAY WEALTH MANAGEMENT LLC 880.00%0.00%0.02%Q4 2021Q3 20238
City State Bank 880.01%0.02%0.02%Q4 2021Q3 20238
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.06%0.15%Q3 2020Q3 20238
KEYBANK NATIONAL ASSOCIATION/OH 880.01%0.02%0.03%Q4 2021Q3 20238
PEAK FINANCIAL ADVISORS LLC 410.11%3.58%6.63%Q4 2020Q2 20238
Harbour Capital Advisors, LLC 880.11%0.13%0.15%Q2 2018Q1 20208
Marion Wealth Management 880.38%2.36%4.24%Q4 2021Q3 20238
Farmers & Merchants Trust Co of Chambersburg PA 710.02%0.02%0.03%Q2 2021Q3 20238
Astor Investment Management LLC 510.00%2.06%7.81%Q2 2018Q1 20228
Warren Street Wealth Advisors, LLC 880.14%0.24%0.37%Q4 2021Q3 20238
Echo45 Advisors LLC 883.91%5.91%6.80%Q4 2021Q3 20238
IFG Advisory, LLC 880.02%0.04%0.04%Q1 2020Q4 20218
TI-TRUST, INC 880.13%0.17%0.19%Q4 2021Q3 20238
Valtinson Bruner Financial Planning LLC 880.10%0.67%1.44%Q2 2021Q1 20238
J2 Capital Management Inc 881.91%3.12%4.54%Q4 2021Q3 20238
ELEMENT POINTE ADVISORS, LLC 530.11%0.57%2.51%Q4 2018Q1 20228
STEPHENS INC /AR/ 710.00%0.21%0.70%Q2 2021Q3 20238
Sandy Spring Bank 880.00%0.00%0.00%Q4 2021Q3 20238
JOURNEY STRATEGIC WEALTH LLC 880.01%0.28%0.64%Q4 2021Q3 20238
Western Wealth Management, LLC 880.03%0.03%0.04%Q4 2021Q3 20238
Covestor Ltd 880.00%0.00%0.01%Q4 2021Q3 20238
Quent Capital, LLC 880.53%0.72%0.92%Q4 2021Q3 20238
AIRE ADVISORS, LLC 880.06%0.26%0.57%Q4 2021Q3 20238
LEO BROKERAGE, LLC 420.09%0.24%0.52%Q4 2020Q2 20238
Arkadios Wealth Advisors 880.01%0.03%0.05%Q1 2021Q4 20228
Congress Wealth Management LLC / DE / 880.03%0.06%0.11%Q4 2021Q3 20238
Summit Global Investments 880.23%0.68%1.35%Q4 2021Q3 20238
Upper Left Wealth Management, LLC 880.83%4.47%5.94%Q4 2021Q3 20238
BARCLAYS PLC 710.00%0.00%0.03%Q1 2021Q3 20238
Sound Income Strategies, LLC 430.00%0.01%0.04%Q2 2018Q3 20227
Avior Wealth Management, LLC 430.00%0.00%0.01%Q2 2020Q3 20237
FSB PREMIER WEALTH MANAGEMENT, INC. 770.27%0.36%0.48%Q1 2022Q3 20237
Clear Creek Financial Management, LLC 770.04%0.14%0.25%Q2 2021Q4 20227
Capital Wealth Alliance, LLC 770.30%0.39%0.47%Q1 2022Q3 20237
ARBOR CAPITAL MANAGEMENT INC /ADV 771.60%2.01%2.38%Q1 2022Q3 20237
D.A. DAVIDSON & CO. 410.00%0.00%0.01%Q4 2018Q3 20237
Sunflower Bank, N.A. 770.04%0.04%0.05%Q4 2020Q2 20227
Invesco Ltd. 770.00%0.00%0.00%Q1 2022Q3 20237
FLYNN ZITO CAPITAL MANAGEMENT, LLC 520.12%0.15%0.19%Q4 2021Q3 20237
PEAPACK GLADSTONE FINANCIAL CORP 770.00%0.01%0.01%Q1 2022Q3 20237
GOLDMAN SACHS GROUP INC 510.00%0.00%0.00%Q3 2018Q3 20237
Robertson Stephens Wealth Management, LLC 510.01%0.03%0.05%Q4 2020Q1 20237
BROWN BROTHERS HARRIMAN & CO 520.00%0.01%0.01%Q4 2021Q3 20237
THRIVENT FINANCIAL FOR LUTHERANS 770.01%0.02%0.07%Q1 2022Q3 20237
V Wealth Advisors LLC 770.16%0.23%0.32%Q1 2021Q3 20227
LEVEL FOUR ADVISORY SERVICES, LLC 520.01%0.05%0.11%Q4 2021Q3 20237
Crewe Advisors LLC 610.00%0.00%0.01%Q2 2019Q2 20237
First Horizon Advisors, Inc. 610.00%0.00%0.00%Q4 2021Q3 20237
Bedel Financial Consulting, Inc. 770.01%0.01%0.02%Q2 2018Q4 20197
HOWE & RUSLING INC 770.00%0.00%0.01%Q1 2021Q3 20227
Charles Schwab Investment Advisory, Inc. 770.18%0.23%0.28%Q2 2018Q4 20197
Atria Wealth Solutions, Inc. 770.01%0.02%0.05%Q1 2022Q3 20237
LINCOLN NATIONAL CORP 410.00%0.00%0.01%Q3 2020Q3 20237
Patriot Financial Group Insurance Agency, LLC 610.01%0.01%0.02%Q3 2018Q2 20227
Round Table Services, LLC 770.05%0.07%0.13%Q1 2021Q3 20227
FIRST COMMUNITY TRUST NA 770.05%0.07%0.09%Q4 2021Q2 20237
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 772.27%2.95%3.74%Q1 2022Q3 20237
Evolution Wealth Advisors, LLC 520.07%2.68%4.85%Q2 2021Q3 20237
Graves Light Lenhart Wealth, Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
Pasadena Private Wealth, LLC 510.15%0.20%0.23%Q4 2018Q4 20227
Advisor Group, Inc. 770.01%0.03%0.07%Q2 2018Q4 20197
Essex Financial Services, Inc. 520.02%0.12%0.35%Q2 2021Q1 20237
Trinity Wealth Management, LLC 771.26%1.43%1.50%Q2 2021Q4 20227
BOSTON FINANCIAL MANGEMENT LLC 770.02%0.03%0.04%Q1 2022Q3 20237
DEFINED WEALTH MANAGEMENT, LLC 770.34%0.77%1.25%Q1 2022Q3 20237
Perigon Wealth Management, LLC 610.04%0.06%0.07%Q3 2011Q3 20237
WEALTHSOURCE PARTNERS, LLC 210.03%0.07%0.10%Q2 2018Q3 20227
Latitude Advisors, LLC 520.06%1.13%2.91%Q3 2021Q3 20237
Certified Advisory Corp 770.00%0.02%0.03%Q2 2018Q4 20197
ARGI Investment Services, LLC 770.01%0.02%0.02%Q2 2021Q4 20227
USAdvisors Wealth Management, LLC 770.36%0.45%0.59%Q1 2022Q3 20237
Cadent Capital Advisors, LLC 770.07%0.09%0.12%Q1 2022Q3 20237
McNamara Financial Services, Inc. 770.17%0.21%0.24%Q1 2022Q3 20237
Vontobel Holding Ltd. 520.00%0.00%0.01%Q4 2021Q3 20237
Clear Perspectives Financial Planning, LLC 770.10%2.14%4.15%Q2 2021Q4 20227
Endowment Wealth Management, Inc. 770.27%0.31%0.36%Q1 2022Q3 20237
Global Wealth Management Investment Advisory, Inc. 610.00%0.00%0.01%Q4 2018Q1 20217
Ascent Group, LLC 610.05%0.18%0.34%Q4 2021Q3 20237
SeaCrest Wealth Management, LLC 610.04%0.13%0.19%Q1 2021Q1 20237
SIMPLEX TRADING, LLC 410.00%0.00%0.00%Q2 2020Q4 20227
NewEdge Wealth, LLC 770.02%0.02%0.03%Q1 2022Q3 20237
Bridge Advisory, LLC 770.19%0.33%0.47%Q1 2022Q3 20237
First PREMIER Bank 660.02%0.03%0.03%Q3 2020Q4 20216
RFG Advisory, LLC 660.03%0.04%0.05%Q2 2022Q3 20236
ALPS ADVISORS INC 660.18%0.20%0.25%Q1 2022Q2 20236
TOMPKINS FINANCIAL CORP 660.00%0.00%0.00%Q3 2022Q4 20236
CREDIT SUISSE AG/ 660.00%0.00%0.00%Q3 2021Q4 20226
Caption Management, LLC 310.01%0.06%0.08%Q4 2021Q4 20226
CPR Investments Inc. 664.19%7.32%13.07%Q2 2022Q3 20236
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.00%0.00%0.01%Q2 2022Q3 20236
BEACON INVESTMENT ADVISORY SERVICES, INC. 660.06%0.34%0.46%Q2 2018Q3 20196
PACIFIC FINANCIAL GROUP INC 511.21%2.21%3.64%Q2 2021Q3 20236
Archer Investment Corp 660.05%0.06%0.08%Q2 2022Q3 20236
MONEY CONCEPTS CAPITAL CORP 510.00%0.04%0.12%Q1 2021Q4 20226
BANK OF MONTREAL /CAN/ 210.00%0.00%0.00%Q4 2018Q3 20236
Wealthspire Advisors, L.P. 420.00%0.00%0.01%Q2 2018Q2 20206
Arete Wealth Advisors, LLC 660.03%0.14%0.62%Q2 2022Q3 20236
Ironwood Financial, llc 660.00%0.00%0.00%Q2 2020Q3 20216
LAKE STREET PRIVATE WEALTH, LLC 310.04%0.52%1.30%Q2 2019Q4 20226
SigFig Wealth Management, LLC 661.31%2.74%3.43%Q2 2022Q3 20236
Winslow, Evans & Crocker, Inc. 660.00%0.00%0.01%Q2 2018Q3 20196
Miracle Mile Advisors, LLC 660.05%0.10%0.15%Q1 2022Q2 20236
Atlas Private Wealth Management, LLC 660.02%0.03%0.04%Q4 2019Q1 20216
Jackson Wealth Management, LLC 510.09%0.24%0.45%Q1 2022Q3 20236
Cerity Partners LLC 660.00%0.01%0.02%Q2 2022Q3 20236
Private Advisory Group LLC 510.05%0.27%0.71%Q4 2021Q2 20236
MADISON INVESTMENT HOLDINGS INC 660.09%0.55%0.85%Q2 2018Q3 20196
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.02%0.02%0.02%Q3 2018Q4 20196
Cannell & Co. 510.01%0.02%0.02%Q4 2021Q3 20236
Venturi Wealth Management, LLC 330.00%0.18%0.74%Q2 2018Q3 20236
WOLFF WIESE MAGANA LLC 410.15%0.26%0.32%Q1 2021Q3 20236
Investors Research Corp 660.00%0.00%0.00%Q2 2022Q3 20236
Coston, McIsaac & Partners 660.02%0.03%0.05%Q2 2022Q3 20236
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 660.01%0.01%0.02%Q3 2021Q4 20226
GoalVest Advisory LLC 421.24%1.64%2.11%Q1 2021Q4 20226
Center For Asset Management LLC 660.16%0.37%0.80%Q1 2021Q2 20226
Total Clarity Wealth Management, Inc. 510.01%0.42%1.01%Q1 2021Q3 20226
JAMES INVESTMENT RESEARCH INC 420.00%0.09%0.27%Q4 2020Q3 20236
Clearstead Advisors, LLC 510.00%0.00%0.01%Q1 2022Q3 20236
Wealthcare Advisory Partners LLC 510.00%0.01%0.02%Q1 2021Q3 20236
Allianz Asset Management GmbH 660.00%0.01%0.04%Q2 2018Q3 20196
Tortoise Investment Management, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.00%0.01%0.03%Q2 2022Q3 20236
Clearwater Capital Advisors, LLC 660.06%0.61%0.98%Q3 2018Q4 20196
GLENMEDE TRUST CO NA 420.00%0.00%0.00%Q2 2019Q2 20236
SCOTIA CAPITAL INC. 660.00%0.00%0.01%Q2 2022Q3 20236
AMERIPRISE FINANCIAL INC 310.00%0.00%0.00%Q4 2020Q1 20236
Rehmann Capital Advisory Group 510.00%0.05%0.12%Q2 2018Q4 20216
SFG Wealth Management, LLC. 661.06%1.80%2.46%Q4 2021Q1 20236
KCS Wealth Advisory 510.00%0.23%0.35%Q3 2019Q1 20236
Hoese & Co LLP 660.02%0.02%0.02%Q2 2021Q3 20226
CX Institutional 550.01%0.35%0.82%Q1 2022Q1 20235
JD Financial Services Inc. 550.14%1.71%4.39%Q4 2020Q4 20215
Vident Investment Advisory, LLC 550.00%0.04%0.09%Q1 2022Q1 20235
FLAGSTAR ADVISORS INC 550.08%0.24%0.43%Q3 2022Q3 20235
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 210.03%0.09%0.16%Q2 2018Q3 20235
Johnson Financial Group, LLC 550.11%0.19%0.46%Q3 2022Q3 20235
HBW ADVISORY SERVICES LLC 310.10%0.37%1.28%Q3 2019Q3 20215
Roble, Belko & Company, Inc 410.02%0.34%1.54%Q4 2021Q3 20235
ATWOOD & PALMER INC 550.01%0.01%0.01%Q2 2018Q2 20195
Weaver Consulting Group 550.00%0.00%0.00%Q1 2019Q1 20205
Strategic Asset Management, LLC 550.10%0.26%0.37%Q3 2021Q3 20225
ZACKS INVESTMENT MANAGEMENT 550.01%0.01%0.02%Q3 2022Q3 20235
Virtue Capital Management, LLC 550.14%0.28%0.52%Q3 2022Q3 20235
OARSMAN CAPITAL, INC. 550.37%0.99%1.31%Q3 2022Q3 20235
Ameritas Advisory Services, LLC 410.01%0.01%0.02%Q2 2022Q3 20235
JFS WEALTH ADVISORS, LLC 210.00%0.00%0.00%Q2 2018Q3 20235
Advisor Resource Council 550.38%0.56%0.70%Q2 2021Q2 20225
Lloyd Advisory Services, LLC. 550.01%0.08%0.18%Q1 2021Q1 20225
True Link Financial Advisors, LLC 550.02%0.03%0.04%Q4 2020Q4 20215
RESOURCES MANAGEMENT CORP /CT/ /ADV 310.00%0.00%0.00%Q2 2021Q3 20235
NTV ASSET MANAGEMENT LLC 550.56%0.68%0.82%Q2 2018Q2 20195
Greystone Financial Group, LLC 550.08%0.26%0.40%Q1 2022Q1 20235
Worth Asset Management, LLC 410.00%2.90%5.50%Q1 2022Q3 20235
First Allied Advisory Services, Inc. 310.01%0.02%0.04%Q2 2018Q3 20205
SILVER OAK SECURITIES, INCORPORATED 320.02%0.07%0.15%Q2 2022Q3 20235
Stonebridge Financial Planning Group, LLC 550.26%1.98%2.67%Q2 2022Q2 20235
MUFG Americas Holdings Corp 550.01%0.02%0.02%Q3 2021Q3 20225
HAZLETT, BURT & WATSON, INC. 320.00%0.01%0.02%Q1 2022Q3 20235
SEI INVESTMENTS CO 550.00%0.00%0.00%Q2 2018Q2 20195
CABOT WEALTH MANAGEMENT INC 550.34%0.36%0.38%Q2 2019Q2 20205
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q4 2021Q3 20235
MGO ONE SEVEN LLC 550.06%0.16%0.22%Q3 2022Q3 20235
HARVEST CAPITAL MANAGEMENT INC 553.91%6.44%8.25%Q2 2018Q2 20195
MARINER INDEPENDENT ADVISOR NETWORK, LLC 550.15%0.26%0.40%Q2 2021Q2 20225
London & Capital Asset Management Ltd 410.02%0.03%0.03%Q2 2022Q3 20235
TUCKER ASSET MANAGEMENT LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Zullo Investment Group, Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
CoreCap Advisors, LLC 550.06%0.08%0.10%Q4 2021Q4 20225
SOROS CAPITAL MANAGEMENT LLC 550.05%0.12%0.27%Q3 2021Q3 20225
SYNOVUS FINANCIAL CORP 410.00%0.00%0.00%Q1 2020Q1 20235
GHP Investment Advisors, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Wealth & Pension Services Group, Inc. 550.13%0.15%0.19%Q3 2018Q3 20195
Kowal Investment Group, LLC 550.08%0.09%0.09%Q3 2022Q3 20235
Ameraudi Asset Management, Inc. 550.48%0.62%0.70%Q1 2021Q1 20225
WINTRUST INVESTMENTS LLC 320.17%0.33%0.43%Q3 2021Q3 20235
PRINCIPAL FINANCIAL GROUP INC 550.01%0.01%0.02%Q3 2022Q3 20235
Evanson Asset Management, LLC 550.04%0.05%0.06%Q3 2022Q3 20235
Gradient Investments LLC 310.00%0.00%0.00%Q2 2021Q1 20235
Q3 Asset Management 310.34%1.15%1.45%Q1 2020Q3 20215
BlackRock Inc. 310.00%0.00%0.00%Q1 2019Q2 20225
Arrow Investment Advisors, LLC 550.14%0.27%0.34%Q4 2021Q4 20225
All Season Financial Advisors, Inc. 411.21%3.59%4.96%Q2 2021Q3 20235
AMERICAN NATIONAL BANK 550.01%0.02%0.02%Q3 2022Q3 20235
Hexagon Capital Partners LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Outlook Wealth Advisors, LLC 210.10%0.50%1.01%Q4 2018Q1 20235
Oder Investment Management, LLC 550.92%1.12%1.44%Q1 2021Q1 20225
Demars Financial Group, LLC 550.10%0.80%2.60%Q1 2022Q1 20235
MGO Private Wealth, LLC 550.16%0.35%0.62%Q3 2022Q3 20235
QS Investors, LLC 550.00%0.00%0.00%Q2 2019Q2 20205
Mount Lucas Management LP 550.24%0.26%0.32%Q1 2021Q1 20225
KENFARB & CO. 550.02%0.02%0.02%Q3 2022Q3 20235
Virtu Financial LLC 410.02%0.06%0.09%Q2 2018Q3 20195
Valeo Financial Advisors, LLC 310.00%0.00%0.00%Q2 2018Q1 20215
JFG Wealth Management, LLC 550.09%0.22%0.68%Q3 2022Q3 20235
Spectrum Management Group, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
COWA, LLC 440.08%0.11%0.14%Q3 2021Q2 20224
Charles Schwab Trust Co 440.11%0.21%0.30%Q3 2019Q2 20204
Altiora Financial Group, LLC 440.13%0.16%0.21%Q4 2022Q3 20234
Private Capital Group, LLC 210.01%0.01%0.01%Q2 2018Q4 20194
Ignite Planners, LLC 440.04%0.06%0.07%Q4 2022Q3 20234
Live Your Vision, LLC 441.21%1.49%1.80%Q2 2018Q1 20194
Gladstone Institutional Advisory LLC 310.01%0.21%0.54%Q1 2022Q3 20234
Snowden Capital Advisors LLC 310.00%0.00%0.00%Q2 2019Q4 20214
SMI Advisory Services, LLC 313.88%4.97%5.83%Q4 2021Q3 20234
OVERSEA-CHINESE BANKING Corp Ltd 440.20%0.21%0.22%Q4 2022Q3 20234
WEST BANCORPORATION INC 440.02%0.02%0.05%Q4 2021Q3 20224
New Republic Capital, LLC 440.47%0.55%0.66%Q4 2022Q3 20234
Realta Investment Advisors 440.00%0.00%0.00%Q1 2019Q4 20194
Ulland Investment Advisors, LLC 440.02%0.06%0.08%Q2 2022Q1 20234
Mirae Asset Global Investments Co., Ltd. 440.00%0.02%0.03%Q4 2022Q3 20234
Key Client Fiduciary Advisors, LLC 440.11%0.12%0.14%Q4 2022Q3 20234
Verity Asset Management, Inc. 440.69%0.86%1.06%Q4 2022Q3 20234
Landsberg, Bennett, & Dubbaneh LLC 442.42%4.28%5.35%Q4 2020Q3 20214
REILLY FINANCIAL ADVISORS, LLC 310.00%0.01%0.02%Q4 2018Q1 20214
Carmichael Hill & Associates, Inc. 310.00%0.00%0.00%Q1 2021Q2 20224
Virginia National Bank 440.97%1.14%1.38%Q4 2022Q3 20234
PINNACLE FINANCIAL PARTNERS INC 310.00%0.01%0.01%Q3 2021Q4 20224
Ethos Financial Group, LLC 441.07%1.74%2.17%Q4 2022Q3 20234
Ameritas Investment Partners, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
Columbus Macro, LLC 210.20%0.26%0.33%Q1 2022Q3 20234
MONETA GROUP INVESTMENT ADVISORS LLC 440.02%0.20%0.26%Q3 2018Q2 20194
Farther Finance Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 440.11%0.94%1.89%Q1 2022Q4 20224
Corundum Group, Inc. 440.15%0.18%0.23%Q3 2022Q2 20234
Naviter Wealth, LLC 440.42%3.50%5.61%Q1 2022Q4 20224
NORTHWEST WEALTH MANAGEMENT, LLC 440.00%0.00%0.01%Q2 2018Q1 20194
Keel Point, LLC 440.04%0.15%0.25%Q1 2021Q4 20214
Leucadia National 440.01%0.01%0.01%Q4 2022Q3 20234
WEALTH MANAGEMENT RESOURCES, INC. 313.46%3.86%4.72%Q2 2022Q3 20234
THEORY FINANCIAL LLC 221.99%2.20%2.56%Q1 2022Q1 20234
Good Life Advisors, LLC 210.02%0.08%0.14%Q2 2022Q3 20234
STEEL GROVE CAPITAL ADVISORS, LLC 440.86%0.97%1.05%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.00%0.04%0.11%Q4 2022Q3 20234
OPTIMUM INVESTMENT ADVISORS 440.00%0.00%0.00%Q2 2020Q1 20214
ALM First Financial Advisors, LLC 441.16%1.22%1.27%Q4 2022Q3 20234
TCG Advisory Services, LLC 310.12%0.19%0.22%Q2 2021Q3 20234
Sather Financial Group Inc 440.07%0.09%0.12%Q3 2021Q2 20224
NATIXIS ADVISORS, L.P. 310.00%0.00%0.00%Q1 2021Q1 20224
WADE G W & INC 440.01%0.57%1.18%Q4 2020Q3 20214
Worth Financial Advisory Group, LLC 440.14%0.18%0.22%Q4 2022Q3 20234
TD Capital Management LLC 310.00%0.00%0.00%Q3 2021Q3 20234
LAM GROUP, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
Advisors Preferred, LLC 310.01%0.02%0.05%Q2 2022Q3 20234
Colonial Trust Co / SC 440.00%0.01%0.01%Q4 2022Q3 20234
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 440.00%0.00%0.00%Q2 2022Q1 20234
MinichMacGregor Wealth Management, LLC 440.00%0.64%1.00%Q1 2022Q4 20224
INSIGHT 2811, INC. 440.31%0.38%0.46%Q2 2022Q1 20234
Prime Capital Investment Advisors, LLC 220.00%0.01%0.01%Q4 2018Q3 20224
Ferris Capital, LLC 440.02%0.02%0.02%Q2 2018Q1 20194
TCI Wealth Advisors, Inc. 210.00%0.00%0.01%Q3 2019Q4 20224
H. L. Ormond & Company, LLC 440.86%1.19%1.73%Q4 2021Q3 20224
SELDON CAPITAL LP 440.01%0.01%0.01%Q1 2022Q4 20224
MENLO ADVISORS LLC 440.42%0.57%0.67%Q2 2021Q1 20224
InterOcean Capital Group, LLC 440.01%0.03%0.10%Q4 2022Q3 20234
LOOMIS SAYLES & CO L P 440.00%0.00%0.00%Q4 2022Q3 20234
Engrave Wealth Partners LLC 443.07%3.31%3.76%Q4 2022Q3 20234
Cornerstone Wealth Group, LLC 210.05%0.46%0.78%Q4 2019Q2 20214
Thrive Capital Management, LLC 440.16%0.25%0.33%Q4 2020Q3 20214
1832 Asset Management L.P. 310.02%0.03%0.03%Q1 2022Q3 20234
Smithfield Trust Co 440.01%0.01%0.01%Q2 2018Q1 20194
Asset Management Resources, LLC 440.28%1.69%2.84%Q1 2022Q4 20224
Crescent Capital Consulting, LLC 440.00%0.01%0.01%Q1 2021Q4 20214
Per Stirling Capital Management, LLC. 440.40%0.58%0.82%Q4 2022Q3 20234
Summit X, LLC 440.34%0.49%0.57%Q1 2022Q4 20224
Stratos Wealth Advisors, LLC 220.04%0.06%0.10%Q1 2021Q3 20224
MOTCO 210.00%0.00%0.01%Q3 2020Q1 20224
Ameliora Wealth Management Ltd. 330.01%0.01%0.01%Q1 2023Q3 20233
FOCUS Wealth Advisors, LLC 332.17%3.24%5.10%Q2 2022Q4 20223
CSS LLC/IL 220.01%0.03%0.05%Q2 2021Q3 20213
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.04%0.06%0.08%Q2 2021Q3 20233
Curran Financial Partners, LLC 330.08%0.09%0.11%Q1 2023Q3 20233
Cadence Bank 330.05%0.05%0.06%Q3 2022Q1 20233
PFG Investments, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Westover Capital Advisors, LLC 330.78%1.03%1.20%Q2 2022Q4 20223
Lantz Financial LLC 330.15%0.20%0.24%Q2 2019Q4 20193
LEUTHOLD GROUP, LLC 332.48%2.62%2.70%Q2 2018Q4 20183
Jefferies Group LLC 330.01%0.01%0.02%Q1 2022Q3 20223
Balboa Wealth Partners 330.08%0.11%0.13%Q3 2022Q1 20233
Security Financial Services, INC. 330.04%0.05%0.05%Q1 2023Q3 20233
Wallace Advisory Group, LLC 330.40%0.41%0.41%Q4 2022Q2 20233
Empower Advisory Group, LLC 331.20%1.27%1.38%Q1 2023Q3 20233
Navis Wealth Advisors, LLC 330.14%0.15%0.17%Q1 2021Q3 20213
Cypress Capital Group 330.03%0.04%0.06%Q3 2022Q1 20233
Vantage Financial Partners Ltd., Inc. 210.11%0.19%0.36%Q2 2022Q1 20233
Black Swift Group, LLC 110.01%0.14%0.35%Q1 2021Q4 20223
Accurate Wealth Management, LLC 210.03%0.06%0.08%Q4 2022Q3 20233
HHM Wealth Advisors, LLC 330.03%0.05%0.08%Q1 2022Q3 20223
Waverly Advisors, LLC 210.01%0.17%0.46%Q2 2022Q3 20233
Plan Group Financial, LLC 210.84%2.53%3.84%Q2 2022Q3 20233
Legacy Private Trust Co. 210.06%0.12%0.20%Q2 2018Q2 20223
Hamilton Wealth, LLC 334.07%4.22%4.44%Q1 2021Q3 20213
Biltmore Wealth Management, LLC 331.62%4.88%7.14%Q2 2018Q4 20183
IronBridge Private Wealth, LLC 330.00%1.13%3.39%Q1 2021Q3 20213
Ameritas Investment Company, LLC 110.00%0.01%0.02%Q4 2018Q1 20213
Destiny Capital Corp/CO 330.17%0.19%0.21%Q4 2022Q2 20233
GREENWOOD CAPITAL ASSOCIATES LLC 210.32%0.45%0.53%Q3 2020Q2 20213
Vigilant Capital Management, LLC 210.01%0.01%0.01%Q3 2018Q2 20223
Brown Miller Wealth Management, LLC 330.20%0.25%0.27%Q3 2022Q1 20233
TOTH FINANCIAL ADVISORY CORP 330.00%0.00%0.00%Q3 2022Q1 20233
Tempus Wealth Planning, LLC 330.09%0.21%0.44%Q1 2023Q3 20233
Empowered Funds, LLC 330.31%0.72%1.11%Q4 2021Q2 20223
Apollon Wealth Management, LLC 210.01%0.01%0.02%Q4 2022Q3 20233
Transform Wealth, LLC 210.39%0.53%0.78%Q1 2022Q3 20233
Donoghue Forlines LLC 210.39%1.23%2.15%Q2 2018Q4 20193
SEARCY FINANCIAL SERVICES INC /ADV 336.15%7.09%7.58%Q2 2022Q4 20223
PRUDENTIAL FINANCIAL INC 210.00%0.00%0.00%Q3 2018Q1 20203
McKinley Carter Wealth Services, Inc. 330.03%0.15%0.23%Q2 2022Q4 20223
Glassman Wealth Services 330.00%0.00%0.00%Q2 2021Q4 20213
Bell Rock Capital LLC 210.31%0.51%0.69%Q4 2021Q3 20223
Ellevest, Inc. 110.00%0.00%0.01%Q1 2019Q1 20233
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.03%0.10%0.22%Q1 2021Q2 20233
HANCOCK WHITNEY INVESTMENT SERVICES INC. 330.43%1.58%2.40%Q4 2021Q2 20223
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 330.00%0.00%0.00%Q2 2018Q4 20183
Financial Sense Advisors, Inc. 210.36%1.25%2.85%Q3 2021Q3 20223
Charter Oak Capital Management, LLC 330.00%0.00%0.01%Q4 2020Q2 20213
COMERICA SECURITIES,INC. 110.02%0.08%0.19%Q4 2019Q4 20223
Savior LLC 330.01%0.02%0.02%Q4 2020Q2 20213
Richard Bernstein Advisors LLC 331.36%1.38%1.39%Q2 2018Q4 20183
CIBC WORLD MARKET INC. 330.00%0.00%0.00%Q4 2022Q2 20233
Fermata Advisors, LLC 330.08%0.18%0.35%Q1 2022Q3 20223
Bank of New Hampshire 330.00%0.00%0.00%Q2 2022Q4 20223
WHITTIER TRUST CO OF NEVADA INC 210.00%0.01%0.01%Q3 2021Q2 20233
Corient Private Wealth LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Rooted Wealth Advisors, Inc. 330.10%0.63%0.92%Q4 2022Q2 20233
&PARTNERS 330.07%0.09%0.10%Q2 2022Q4 20223
B, B, H, & B INC. 332.67%3.82%4.77%Q3 2021Q1 20223
SIGNET FINANCIAL MANAGEMENT, LLC 210.00%0.00%0.00%Q2 2018Q4 20213
Chevy Chase Trust Holdings, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Professional Financial Advisors, LLC 330.01%0.02%0.02%Q1 2022Q3 20223
HARBOR INVESTMENT ADVISORY, LLC 210.00%0.00%0.00%Q4 2019Q3 20223
Rinkey Investments 332.41%2.72%3.18%Q4 2021Q2 20223
Orgel Wealth Management, LLC 330.56%0.71%0.80%Q3 2018Q1 20193
Blue Sky Asset Management, LLC 210.18%5.72%13.20%Q2 2018Q4 20203
Centennial Wealth Advisory LLC 212.22%2.72%3.68%Q1 2021Q1 20223
Trek Financial, LLC 210.05%0.15%0.23%Q1 2021Q3 20233
CALDWELL SUTTER CAPITAL, INC. 330.00%0.01%0.01%Q1 2023Q3 20233
Vectors Research Management, LLC 330.00%0.00%0.00%Q3 2018Q1 20193
AVALON CAPITAL MANAGEMENT 210.59%1.25%2.48%Q3 2018Q1 20223
Wright Fund Management, LLC 110.01%10.39%30.58%Q1 2022Q3 20233
Occidental Asset Management, LLC 210.04%0.06%0.08%Q1 2022Q1 20233
Blue Trust, Inc. 210.00%0.00%0.00%Q3 2022Q2 20233
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 336.51%9.51%11.42%Q2 2021Q4 20213
Greenlight Capital 330.06%0.07%0.08%Q1 2023Q3 20233
HL FINANCIAL SERVICES LLC 330.01%0.01%0.01%Q3 2018Q1 20193
AlphaMark Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Financial Advocates Investment Management 330.28%0.30%0.35%Q2 2018Q4 20183
FOSTER DYKEMA CABOT & CO INC/MA 330.00%0.00%0.00%Q1 2023Q3 20233
Arlington Partners LLC 330.01%0.02%0.03%Q1 2023Q3 20233
55I, LLC 210.01%0.03%0.08%Q4 2019Q3 20213
Nicholas Hoffman & Company, LLC. 330.06%0.06%0.07%Q3 2018Q1 20193
SUNFLOWER BANK, NA WEALTH MANAGEMENT 210.14%0.54%1.23%Q2 2018Q3 20203
BRINKER CAPITAL INC 110.01%0.01%0.01%Q4 2018Q2 20203
WIN ADVISORS, INC 330.00%6.06%18.17%Q2 2022Q4 20223
SWMG, LLC 220.16%0.17%0.19%Q4 2022Q1 20232
BRIGHTON JONES LLC 220.01%0.01%0.01%Q4 2022Q1 20232
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q4 2021Q2 20232
Advisory Resource Group 220.48%0.85%1.23%Q1 2021Q2 20212
CENTRAL TRUST Co 110.00%0.00%0.00%Q4 2021Q2 20222
RIA Advisory Group LLC 220.15%0.15%0.15%Q4 2022Q1 20232
Fortitude Advisory Group L.L.C. 220.00%0.01%0.03%Q4 2021Q1 20222
Perennial Advisors, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Elevated Capital Advisors, LLC 110.31%0.48%0.66%Q1 2021Q1 20222
BANK OF NOVA SCOTIA 220.00%0.00%0.00%Q1 2022Q2 20222
Cascadia Advisory Services, LLC 220.66%0.66%0.66%Q2 2021Q3 20212
Oribel Capital Management, LP 110.86%1.11%1.36%Q2 2021Q4 20222
WESPAC Advisors, LLC 220.15%0.35%0.55%Q1 2021Q2 20212
Austin Private Wealth, LLC 220.05%0.06%0.06%Q4 2022Q1 20232
Bellwether Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20222
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
BCR Wealth Strategies, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
TPG Financial Advisors, LLC 223.52%4.73%5.93%Q4 2018Q1 20192
True North Advisors, LLC 220.05%0.05%0.06%Q1 2022Q2 20222
DAYMARK WEALTH PARTNERS, LLC 220.02%0.04%0.06%Q1 2023Q2 20232
Wealth Management Solutions, LLC 220.14%0.16%0.18%Q1 2022Q2 20222
LFS ASSET MANAGEMENT 223.23%3.67%4.10%Q2 2022Q3 20222
Fortis Capital Advisors, LLC 220.05%0.10%0.16%Q4 2022Q1 20232
Axim Planning & Wealth 220.00%0.02%0.04%Q2 2022Q3 20222
Destiny Wealth Partners, LLC 110.00%0.00%0.01%Q1 2021Q4 20222
Beacon Capital Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
RETIREMENT INCOME SOLUTIONS, INC 220.55%0.75%0.94%Q2 2022Q3 20222
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Clearview Wealth Advisors LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Apriem Advisors 227.02%7.08%7.15%Q2 2018Q3 20182
Fidelis Capital Partners, LLC 110.15%0.20%0.25%Q4 2022Q2 20232
Lansing Street Advisors 220.00%0.00%0.01%Q3 2022Q4 20222
Advisory Alpha, LLC 220.02%0.03%0.04%Q2 2023Q3 20232
Core Alternative Capital 220.03%0.03%0.04%Q2 2022Q3 20222
New England Capital Financial Advisors LLC 220.02%0.02%0.02%Q4 2022Q1 20232
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q4 2020Q3 20232
VitalStone Financial, LLC 220.00%1.41%2.81%Q2 2023Q3 20232
Walleye Capital LLC 220.02%0.02%0.02%Q2 2022Q3 20222
Wealth Quarterback LLC 110.00%0.00%0.01%Q4 2019Q2 20212
Bank Julius Baer & Co. Ltd, Zurich 220.03%0.06%0.08%Q1 2022Q2 20222
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.01%0.19%0.37%Q4 2019Q3 20212
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.00%0.28%0.56%Q2 2023Q3 20232
Milestone Investment Advisors LLC 220.13%0.18%0.23%Q4 2022Q1 20232
VALLEY WEALTH MANAGERS, INC. 110.00%0.00%0.00%Q2 2022Q4 20222
Canal Capital Management, LLC 220.08%0.16%0.24%Q2 2023Q3 20232
Twelve Points Wealth Management LLC 220.09%0.10%0.11%Q2 2023Q3 20232
MATHER GROUP, LLC. 220.01%0.01%0.02%Q1 2022Q2 20222
One Capital Management, LLC 220.16%0.18%0.21%Q1 2022Q2 20222
PFG Advisors 220.12%0.20%0.27%Q1 2022Q2 20222
FourThought Financial, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
FirstPurpose Wealth LLC 220.24%0.26%0.27%Q1 2022Q2 20222
COLLECTIVE FAMILY OFFICE LLC 220.10%0.15%0.20%Q2 2023Q3 20232
Solstein Capital, LLC 220.01%0.02%0.02%Q2 2021Q3 20212
Alliance Wealth Advisors, LLC /UT 220.14%0.14%0.14%Q4 2022Q1 20232
Aurora Private Wealth, Inc. 110.13%4.56%8.98%Q4 2019Q3 20202
Financial Enhancement Group LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Foresight Wealth Management, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.01%0.05%0.09%Q4 2021Q3 20222
Goldstein Advisors, LLC 222.08%2.19%2.30%Q4 2022Q1 20232
Axiom Financial Strategies, LLC 220.74%1.14%1.53%Q3 2021Q4 20212
BIVIN & ASSOCIATES, INC. 220.00%0.00%0.00%Q1 2022Q2 20222
LEVEL FOUR FINANCIAL, LLC 220.19%0.20%0.22%Q2 2021Q3 20212
Johnson Financial Group, Inc. 220.00%0.00%0.00%Q1 2022Q2 20222
CFS Investment Advisory Services, LLC 110.00%0.00%0.01%Q1 2022Q3 20222
Ridgewood Investments LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Friedenthal Financial 113.39%3.49%3.58%Q1 2020Q2 20222
VisionPoint Advisory Group, LLC 220.05%0.07%0.08%Q2 2023Q3 20232
KILEY JUERGENS WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Beaird Harris Wealth Management, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
First Personal Financial Services 110.00%0.01%0.02%Q1 2019Q1 20232
Prostatis Group LLC 220.53%0.59%0.66%Q1 2023Q2 20232
Horan Capital Advisors, LLC. 220.00%0.00%0.00%Q3 2019Q4 20192
CIBC Private Wealth Group, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Pinion Investment Advisors, LLC 220.22%0.24%0.26%Q1 2021Q2 20212
J.W. COLE ADVISORS, INC. 220.02%0.03%0.03%Q4 2021Q1 20222
BADGLEY PHELPS & BELL INC 220.48%0.50%0.52%Q1 2021Q2 20212
Meridian Wealth Management, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
Private Portfolio Partners LLC 220.14%0.16%0.17%Q3 2022Q4 20222
MBL Wealth, LLC 110.07%0.16%0.24%Q1 2021Q3 20212
Authentikos Wealth Advisory, LLC 220.00%0.11%0.22%Q2 2023Q3 20232
Kingfisher Capital LLC 220.08%0.08%0.09%Q2 2022Q3 20222
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Leeward Financial Partners, LLC 220.13%0.18%0.23%Q1 2022Q2 20222
SVB WEALTH LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Blue Chip Partners, LLC 220.07%0.07%0.07%Q2 2022Q3 20222
REGIONS FINANCIAL CORP 220.00%0.00%0.00%Q3 2018Q4 20182
B. Riley Wealth Management, Inc. 220.44%7.80%15.16%Q1 2022Q2 20222
CASTLE WEALTH MANAGEMENT LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Detalus Advisors, LLC 220.61%0.71%0.81%Q3 2022Q4 20222
Destination Wealth Management 220.00%0.00%0.00%Q3 2018Q4 20182
J.P. Morgan Private Wealth Advisors LLC 220.00%0.00%0.00%Q2 2018Q3 20182
LODESTAR PRIVATE ASSET MANAGEMENT LLC 220.03%0.04%0.04%Q4 2022Q1 20232
Kathmere Capital Management, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
BUCKINGHAM STRATEGIC WEALTH, LLC 220.01%0.02%0.04%Q3 2020Q4 20202
NWAM LLC 220.02%0.07%0.12%Q2 2023Q3 20232
NOMURA ASSET MANAGEMENT CO LTD 220.00%0.00%0.00%Q2 2023Q3 20232
MOLLER WEALTH PARTNERS 227.12%7.52%7.92%Q2 2018Q3 20182
Kaydan Wealth Management, Inc. 223.00%7.91%12.83%Q1 2022Q2 20222
Arlington Capital Management, Inc. 220.65%0.77%0.90%Q4 2021Q1 20222
ROWLAND CARMICHAEL ADVISORS INC /ADV 220.08%0.15%0.21%Q3 2020Q4 20202
PFM Asset Management LLC 220.10%1.89%3.68%Q2 2021Q3 20212
UNITED BANK 220.07%0.07%0.07%Q4 2020Q1 20212
Fluent Financial, LLC 221.16%1.16%1.16%Q2 2018Q3 20182
TRUEWEALTH LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Itau Unibanco Holding S.A. 110.18%0.20%0.22%Q3 2022Q3 20232
NKCFO LLC 220.09%0.10%0.10%Q1 2023Q2 20232
McBroom & Associates, LLC 220.13%0.14%0.16%Q1 2023Q2 20232
Resurgent Financial Advisors LLC 220.01%0.01%0.01%Q4 2022Q1 20232
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 220.66%0.76%0.86%Q4 2021Q1 20222
ShoreHaven Wealth Partners, LLC 220.05%0.06%0.06%Q4 2020Q1 20212
Shamrock Asset Management LLC 223.02%3.07%3.12%Q2 2018Q3 20182
FORVIS Wealth Advisors, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
BOOTHBAY FUND MANAGEMENT, LLC 110.07%0.09%0.11%Q2 2021Q4 20222
StoneX Group Inc. 220.04%0.05%0.05%Q1 2023Q2 20232
ICA Group Wealth Management, LLC 110.00%0.00%0.01%Q4 2022Q2 20232
EVOKE WEALTH, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Belvedere Trading LLC 220.02%0.03%0.03%Q1 2021Q2 20212
Syntal Capital Partners, LLC 220.10%0.13%0.17%Q3 2018Q4 20182
Farmer Steven Patrick 110.35%0.35%0.35%Q2 2022Q2 20221
Ritter Daniher Financial Advisory LLC / DE 110.00%0.00%0.00%Q2 2023Q2 20231
Cypress Point Wealth Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
American Money Management, LLC 110.56%0.56%0.56%Q2 2019Q2 20191
Great Lakes Retirement, Inc. 110.08%0.08%0.08%Q2 2023Q2 20231
UNITED CAPITAL FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Bison Wealth, LLC 111.49%1.49%1.49%Q3 2023Q3 20231
Capital Analysts, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Beck Bode, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
CERTUITY, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Windsor Creek Advisors, LLC 110.08%0.08%0.08%Q1 2019Q1 20191
ALTFEST L J & CO INC 111.05%1.05%1.05%Q1 2021Q1 20211
Titan Capital Management, LLC /TX 115.23%5.23%5.23%Q3 2021Q3 20211
Gyon Technologies Capital Management, LP 110.20%0.20%0.20%Q4 2021Q4 20211
Provident Wealth Management, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Advisors Capital Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Addison Capital Co 110.16%0.16%0.16%Q3 2023Q3 20231
Personal Wealth Partners 110.00%0.00%0.00%Q2 2021Q2 20211
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
KCL Capital, L.P. 111.32%1.32%1.32%Q1 2022Q1 20221
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q3 2022Q3 20221
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q2 2020Q2 20201
Squar Milner Financial Services LLC 110.40%0.40%0.40%Q3 2019Q3 20191
TITLEIST CAPITAL, LLC 110.25%0.25%0.25%Q1 2022Q1 20221
WFA Asset Management Corp 110.00%0.00%0.00%Q3 2023Q3 20231
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
SageView Advisory Group, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Glenview Trust Co 110.05%0.05%0.05%Q4 2022Q4 20221
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q3 2018Q3 20181
AFFINITY WEALTH MANAGEMENT LLC 114.12%4.12%4.12%Q3 2021Q3 20211
MARIPAU WEALTH MANAGEMENT LLC 110.12%0.12%0.12%Q2 2023Q2 20231
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Vident Advisory, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Financial Services Advisory Inc 110.90%0.90%0.90%Q2 2018Q2 20181
Cresset Asset Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Banco BTG Pactual S.A. 110.32%0.32%0.32%Q2 2022Q2 20221
Americana Partners, LLC 110.10%0.10%0.10%Q4 2019Q4 20191
BLUEFIN CAPITAL MANAGEMENT, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
PROFFITT & GOODSON INC 110.01%0.01%0.01%Q2 2020Q2 20201
Pinnacle Family Advisors, LLC 110.64%0.64%0.64%Q2 2022Q2 20221
Kure Advisory, LLC 111.10%1.10%1.10%Q3 2023Q3 20231
BALDWIN BROTHERS LLC/MA 110.00%0.00%0.00%Q1 2021Q1 20211
Concord Wealth Partners 110.00%0.00%0.00%Q2 2022Q2 20221
Halpern Financial, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Annapolis Financial Services, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Valued Wealth Advisors LLC 110.02%0.02%0.02%Q4 2023Q4 20231
Surevest, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Leicht Financial Planning & Wealth Management, Inc. 110.20%0.20%0.20%Q2 2018Q2 20181
OKABENA INVESTMENT SERVICES INC 110.02%0.02%0.02%Q2 2023Q2 20231
Harel Insurance Investments & Financial Services Ltd. 110.03%0.03%0.03%Q1 2022Q1 20221
Princeton Global Asset Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
NextCapital Advisers, Inc. 110.08%0.08%0.08%Q2 2020Q2 20201
Bleakley Financial Group, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Sunesis Advisors, LLC 110.13%0.13%0.13%Q1 2022Q1 20221
Avidian Wealth Solutions, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Linscomb & Williams, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
AFAM CAPITAL, INC. 110.14%0.14%0.14%Q2 2018Q2 20181
Stokes Family Office, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Atlas Private Wealth Advisors 110.02%0.02%0.02%Q1 2021Q1 20211
Frontier Wealth Management LLC 111.62%1.62%1.62%Q2 2022Q2 20221
Gradient Capital Advisors, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Wavelength Capital Management, LLC 111.11%1.11%1.11%Q3 2023Q3 20231
Bryn Mawr Capital Management, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Galvin, Gaustad & Stein, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Laurel Wealth Advisors, Inc. 110.06%0.06%0.06%Q3 2021Q3 20211
FDx Advisors, Inc. 110.01%0.01%0.01%Q3 2018Q3 20181
NVWM, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
SlateStone Wealth, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
KINGS POINT CAPITAL MANAGEMENT 110.00%0.00%0.00%Q4 2021Q4 20211
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
PATHSTONE FAMILY OFFICE, LLC 110.12%0.12%0.12%Q2 2022Q2 20221
Coppell Advisory Solutions LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Arlington Trust Co LLC 110.03%0.03%0.03%Q3 2023Q3 20231
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
BB&T SECURITIES, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Hedeker Wealth, LLC 110.85%0.85%0.85%Q4 2022Q4 20221
Leelyn Smith, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Evolution Advisers, Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
MKD WEALTH COACHES, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
HOEY INVESTMENTS, INC 110.00%0.00%0.00%Q3 2023Q3 20231
Southland Equity Partners LLC 110.25%0.25%0.25%Q2 2022Q2 20221
Gleason Group, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
RITHOLTZ WEALTH MANAGEMENT 110.03%0.03%0.03%Q3 2021Q3 20211
Synergy Asset Management, LLC 110.07%0.07%0.07%Q2 2022Q2 20221
Golden State Equity Partners 110.10%0.10%0.10%Q1 2022Q1 20221
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110.00%0.00%0.00%Q3 2018Q3 20181
MRP Capital Investments, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 110.10%0.10%0.10%Q2 2023Q2 20231
Capitol Family Office, Inc. 112.75%2.75%2.75%Q2 2022Q2 20221
Pallas Capital Advisors LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Clear Perspective Advisors, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Connecticut Wealth Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
B. Riley Financial, Inc. 110.13%0.13%0.13%Q2 2018Q2 20181
LaSalle St. Investment Advisors, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
BlackDiamond Wealth Management, LLC 110.38%0.38%0.38%Q3 2023Q3 20231
STEPH & CO 110.02%0.02%0.02%Q3 2023Q3 20231
CALTON & ASSOCIATES, INC. 110.16%0.16%0.16%Q1 2022Q1 20221
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
NATIONAL BANK OF CANADA /FI/ 110.00%0.00%0.00%Q1 2022Q1 20221
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
SILVERLAKE WEALTH MANAGEMENT LLC 110.09%0.09%0.09%Q4 2021Q4 20211
Sentinus, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
Lighthouse Financial Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Arcus Capital Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
LGT Financial Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
ABLE Financial Group, LLC 110.10%0.10%0.10%Q1 2023Q1 20231
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Headlands Technologies LLC 110.00%0.00%0.00%Q1 2023Q1 20231
BLB&B Advisors, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Penserra Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
HARTLINE INVESTMENT CORP/ 112.32%2.32%2.32%Q3 2022Q3 20221
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
FineMark National Bank & Trust 110.01%0.01%0.01%Q2 2022Q2 20221
Guidance Point Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
COUNTRY TRUST BANK 110.00%0.00%0.00%Q3 2020Q3 20201
AXS Investments LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Estate Counselors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Inspire Advisors, LLC 110.08%0.08%0.08%Q2 2023Q2 20231
DESTINY CAPITAL SECURITIES CORPORATION 110.19%0.19%0.19%Q3 2023Q3 20231
KerberRose Wealth Management, LLC 110.31%0.31%0.31%Q2 2022Q2 20221
Litman Gregory Wealth Management LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Fiduciary Alliance LLC 110.01%0.01%0.01%Q4 2022Q4 20221
New World Advisors LLC 119.00%9.00%9.00%Q2 2021Q2 20211
Keystone Financial Group 110.47%0.47%0.47%Q3 2022Q3 20221
BOKF, NA 110.00%0.00%0.00%Q1 2023Q1 20231
Brendel Financial Advisors LLC 110.37%0.37%0.37%Q2 2022Q2 20221
Sterling Global Strategies LLC 111.65%1.65%1.65%Q2 2018Q2 20181
Parcion Private Wealth LLC 110.22%0.22%0.22%Q4 2019Q4 20191
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Parallax Volatility Advisers, L.P. 110.00%0.00%0.00%Q2 2019Q2 20191
Filament LLC 110.72%0.72%0.72%Q4 2018Q4 20181
Stone House Investment Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
FIDELITY D & D BANCORP INC 112.59%2.59%2.59%Q3 2023Q3 20231
Lebenthal Global Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Luken Investment Analytics, LLC 113.23%3.23%3.23%Q3 2023Q3 20231
RPG Investment Advisory, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MCDONALD PARTNERS LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Epstein & White Financial LLC 110.22%0.22%0.22%Q2 2018Q2 20181
Epic Trust Investment Advisors, LLC 110.32%0.32%0.32%Q4 2021Q4 20211
Laffer Tengler Investments, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
PRELUDE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Rosenberg Matthew Hamilton 110.00%0.00%0.00%Q3 2021Q3 20211
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2020Q2 20201
REGENTATLANTIC CAPITAL LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Ten Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
B.O.S.S. Retirement Advisors, LLC 110.14%0.14%0.14%Q2 2023Q2 20231
DecisionPoint Financial, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Houlihan Financial Resource Group, Ltd. 110.01%0.01%0.01%Q2 2023Q2 20231
Activest Wealth Management 110.00%0.00%0.00%Q3 2023Q3 20231
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
LAKE STREET ADVISORS GROUP, LLC 110.06%0.06%0.06%Q3 2021Q3 20211
Balentine LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Cape Investment Advisory, Inc. 110.06%0.06%0.06%Q3 2023Q3 20231
Parkside Financial Bank & Trust 110.00%0.00%0.00%Q1 2023Q1 20231
Waterloo Capital, L.P. 110.07%0.07%0.07%Q3 2023Q3 20231
Lion Street Advisors, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Summit Trail Advisors, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Tradewinds, LLC. 110.16%0.16%0.16%Q4 2022Q4 20221
GRIMES & COMPANY, INC. 110.05%0.05%0.05%Q1 2019Q1 20191
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
PRUDENTIAL PLC 110.01%0.01%0.01%Q3 2023Q3 20231
Wealth Enhancement & Preservation of GA, LLC 111.25%1.25%1.25%Q3 2022Q3 20221
Interchange Capital Partners, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Joseph Group Capital Management 110.00%0.00%0.00%Q1 2022Q1 20221
Fulcrum Equity Management 110.24%0.24%0.24%Q2 2021Q2 20211
Callan Family Office, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
Clearstead Trust, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
IndexIQ Advisors LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Leonard Rickey Investment Advisors P.L.L.C. 110.25%0.25%0.25%Q3 2018Q3 20181
CNB Bank 110.00%0.00%0.00%Q3 2022Q3 20221
Beacon Capital Management, Inc. 110.99%0.99%0.99%Q3 2023Q3 20231
Vista Private Wealth Partners. LLC 110.14%0.14%0.14%Q4 2022Q4 20221
Bartlett & Co. LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Verus Financial Partners, Inc. 110.03%0.03%0.03%Q1 2022Q1 20221
Capital Bank & Trust Co 110.00%0.00%0.00%Q4 2019Q4 20191
FormulaFolio Investments, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Tranquilli Financial Advisor LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Beacon Harbor Wealth Advisors, Inc. 111.25%1.25%1.25%Q4 2021Q4 20211
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Founders Capital Management 110.01%0.01%0.01%Q1 2019Q1 20191
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
ST GERMAIN D J CO INC 110.00%0.00%0.00%Q4 2023Q4 20231
Financial Partners Group, Inc 110.06%0.06%0.06%Q2 2022Q2 20221
QCM Cayman, Ltd. 110.94%0.94%0.94%Q3 2021Q3 20211
REUTER JAMES WEALTH MANAGEMENT, LLC 110.23%0.23%0.23%Q1 2022Q1 20221
Quad-Cities Investment Group, LLC 110.14%0.14%0.14%Q2 2022Q2 20221
Matrix Trust Co 110.01%0.01%0.01%Q1 2023Q1 20231
McIlrath & Eck, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
MOULTON WEALTH MANAGEMENT, INC 112.16%2.16%2.16%Q3 2023Q3 20231
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Del-Sette Capital Management, LLC 113.33%3.33%3.33%Q4 2021Q4 20211
Goldstream Capital Management Ltd 110.17%0.17%0.17%Q4 2021Q4 20211
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q1 2021Q1 20211
LIBERTY WEALTH MANAGEMENT LLC 110.01%0.01%0.01%Q4 2019Q4 20191
ADE, LLC 110.39%0.39%0.39%Q4 2020Q4 20201
External links

This page lists all the filers that currently own INVESCO ACTIVLY MANGD ETC FD or have owned INVESCO ACTIVLY MANGD ETC FD in the past.