| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Arvest Bank Trust Division | 25 | 25 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q3 2021 | 25 |
| Cribstone Capital Management, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2021 | 22 |
| CENTRAL TRUST Co | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2018 | 15 |
| Kovack Advisors, Inc. | 14 | 14 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q2 2021 | 14 |
| Diversified Trust Co | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2021 | 12 |
| Bank OZK | 12 | 12 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q1 2020 | 12 |
| Taylor Wealth Management Partners | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2018 | 12 |
| COMMERCE BANK | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2017 | 9 |
| MAI Capital Management | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 9 |
| IFP Advisors, Inc | 8 | 8 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q2 2021 | 8 |
| Vantage Investment Advisors, LLC | 5 | 3 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2018 | 8 |
| Ancora Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
| SVB WEALTH LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
| Bartlett & Co. LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2021 | 6 |
| MYCIO WEALTH PARTNERS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
| GLENMEDE TRUST CO NA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
| AVIANCE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 4 |
| Edge Wealth Management LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2018 | 4 |
| ALBION FINANCIAL GROUP /UT | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 4 |
| Almanack Investment Partners, LLC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
| ARVEST TRUST CO N A | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
| Arkadios Wealth Advisors | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2020 | 3 |
| Your Advocates Ltd., LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 2 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 2 |
| Bay Harbor Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
| BB&T SECURITIES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
| PVG ASSET MANAGEMENT CORP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
| Roundview Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
| Kessler Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
| REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
| Kalos Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
| Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
| THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
| US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
| AMERIPRISE FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
| Csenge Advisory Group | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2017 | Q3 2017 | 1 |
This page lists all the filers that currently own INVENTRUST PPTYS CORP or have owned INVENTRUST PPTYS CORP in the past.