Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Geneos Wealth Management Inc. | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Capital Investment Advisory Services, LLC | 22 | 22 | 0.01% | 0.08% | 0.39% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.02% | 0.12% | Q1 2016 | Q3 2023 | 22 |
Glassman Wealth Services | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Parallel Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
STIFEL FINANCIAL CORP | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Janney Montgomery Scott LLC | 22 | 22 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Steward Partners Investment Advisory, LLC | 22 | 22 | 0.00% | 0.04% | 0.08% | Q2 2018 | Q3 2023 | 22 |
Jacobi Capital Management LLC | 22 | 22 | 0.07% | 0.09% | 0.13% | Q2 2018 | Q3 2023 | 22 |
Sandy Spring Bank | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.06% | 0.10% | 0.14% | Q2 2018 | Q3 2023 | 22 |
Tower Research Capital LLC (TRC) | 22 | 22 | 0.00% | 0.03% | 0.09% | Q2 2018 | Q3 2023 | 22 |
US BANCORP \DE\ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Hollow Brook Wealth Management LLC | 22 | 22 | 1.82% | 2.50% | 3.74% | Q2 2018 | Q3 2023 | 22 |
Stratos Wealth Partners, LTD. | 22 | 22 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
United Asset Strategies, Inc. | 22 | 22 | 0.03% | 0.22% | 0.87% | Q2 2018 | Q3 2023 | 22 |
MML INVESTORS SERVICES, LLC | 22 | 22 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Cetera Advisor Networks LLC | 22 | 22 | 0.01% | 0.04% | 0.09% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Capital Advisors, Ltd. LLC | 22 | 22 | 0.14% | 0.19% | 0.32% | Q2 2018 | Q3 2023 | 22 |
Cetera Advisors LLC | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
CITIGROUP INC | 22 | 22 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
BigSur Wealth Management LLC | 21 | 21 | 0.23% | 0.46% | 0.73% | Q2 2018 | Q2 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
First Command Financial Services, Inc. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 21 |
Cetera Investment Advisers | 14 | 7 | 0.01% | 0.06% | 0.14% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.19% | Q3 2018 | Q3 2023 | 21 |
Private Advisor Group, LLC | 19 | 2 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 21 |
CWM, LLC | 13 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
First Command Bank | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 21 |
North Star Investment Management Corp. | 17 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
TCI Wealth Advisors, Inc. | 20 | 20 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 20 |
HighTower Advisors, LLC | 13 | 7 | 0.00% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 20 |
JPMORGAN CHASE & CO | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
BLAIR WILLIAM & CO/IL | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Northeast Financial Consultants Inc | 20 | 20 | 0.10% | 0.19% | 0.43% | Q4 2018 | Q3 2023 | 20 |
V Wealth Advisors LLC | 11 | 8 | 0.06% | 0.15% | 0.21% | Q3 2018 | Q2 2023 | 19 |
SMITH, MOORE & CO. | 14 | 1 | 0.03% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 19 |
TRUSTCORE FINANCIAL SERVICES, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 19 |
M&T BANK CORP | 15 | 4 | 0.00% | 0.00% | 0.03% | Q2 2018 | Q3 2023 | 19 |
CAPTRUST FINANCIAL ADVISORS | 9 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 19 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 19 |
Ellis Investment Partners, LLC | 18 | 18 | 0.15% | 0.36% | 0.52% | Q2 2019 | Q3 2023 | 18 |
Moors & Cabot, Inc. | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
SIGNATUREFD, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Kovack Advisors, Inc. | 17 | 1 | 0.02% | 0.06% | 0.11% | Q2 2018 | Q2 2023 | 18 |
American Portfolios Advisors | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2022 | 18 |
First Heartland Consultants, Inc. | 15 | 3 | 0.01% | 0.42% | 0.97% | Q2 2018 | Q3 2023 | 18 |
Financial Advocates Investment Management | 7 | 2 | 0.02% | 0.04% | 0.08% | Q2 2018 | Q3 2023 | 18 |
ELCO Management Co., LLC | 9 | 8 | 0.25% | 0.31% | 0.40% | Q2 2019 | Q3 2023 | 17 |
FIFTH THIRD BANCORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 17 |
OPPENHEIMER & CO INC | 10 | 7 | 0.01% | 0.03% | 0.07% | Q2 2018 | Q3 2023 | 17 |
MEITAV INVESTMENT HOUSE LTD | 11 | 6 | 0.01% | 0.20% | 0.48% | Q3 2018 | Q3 2023 | 17 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.08% | 0.09% | 0.13% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
QUADRANT CAPITAL GROUP LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.04% | 0.07% | 0.18% | Q4 2019 | Q3 2023 | 16 |
WEALTH ADVISORS, INC. | 16 | 16 | 0.49% | 0.67% | 1.48% | Q4 2019 | Q3 2023 | 16 |
Wealthstreet Investment Advisors, LLC | 16 | 16 | 0.12% | 0.23% | 0.59% | Q2 2018 | Q1 2022 | 16 |
BANK OF MONTREAL /CAN/ | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.03% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Advisory Services Network, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 15 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 9 | 5 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 14 |
SEARCY FINANCIAL SERVICES INC /ADV | 14 | 14 | 4.54% | 6.13% | 6.76% | Q2 2020 | Q3 2023 | 14 |
NEXT Financial Group, Inc | 14 | 14 | 0.00% | 0.05% | 0.14% | Q3 2018 | Q4 2021 | 14 |
Advanced Asset Management Advisors Inc | 12 | 2 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 14 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 14 |
IHT Wealth Management, LLC | 14 | 14 | 0.03% | 0.09% | 0.18% | Q2 2020 | Q3 2023 | 14 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 14 |
Karp Capital Management Corp | 7 | 7 | 0.08% | 0.77% | 2.01% | Q3 2018 | Q3 2022 | 14 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.74% | 1.30% | 1.66% | Q2 2018 | Q2 2023 | 14 |
Ironwood Financial, llc | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2021 | 13 |
GOLDMAN SACHS GROUP INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 13 |
B. Riley Wealth Advisors, Inc. | 8 | 5 | 0.01% | 0.05% | 0.11% | Q2 2018 | Q3 2023 | 13 |
Certified Advisory Corp | 9 | 4 | 0.05% | 0.09% | 0.19% | Q2 2018 | Q4 2021 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
SIMPLEX TRADING, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 13 |
BECK CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.42% | 1.67% | 2.91% | Q2 2018 | Q3 2023 | 13 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 7 | 1 | 0.15% | 1.12% | 1.68% | Q3 2018 | Q3 2023 | 13 |
Banque Cantonale Vaudoise | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Creative Planning | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 13 |
Aptus Capital Advisors, LLC | 6 | 6 | 0.00% | 0.03% | 0.10% | Q2 2019 | Q3 2023 | 12 |
AE Wealth Management LLC | 9 | 3 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 12 |
Danda Trouve Investment Management, Inc. | 12 | 12 | 0.12% | 0.15% | 0.20% | Q4 2019 | Q3 2022 | 12 |
Sargent Bickham Lagudis LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
BOURGEON CAPITAL MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.10% | 0.13% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Valeo Financial Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 12 |
GLENMEDE TRUST CO NA | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Diversified, LLC | 12 | 12 | 0.54% | 1.44% | 3.20% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.06% | 0.10% | 0.17% | Q4 2020 | Q3 2023 | 12 |
CULLEN/FROST BANKERS, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
AdvisorNet Financial, Inc | 11 | 11 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2022 | 11 |
Winslow, Evans & Crocker, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 11 |
Pacific Center for Financial Services | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2020 | 11 |
Wagner Wealth Management, LLC | 9 | 2 | 0.00% | 0.02% | 0.07% | Q2 2018 | Q4 2022 | 11 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 9 | 2 | 0.01% | 0.08% | 0.29% | Q2 2018 | Q3 2023 | 11 |
Equitable Holdings, Inc. | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
HYA Advisors, Inc | 11 | 11 | 0.11% | 0.18% | 0.22% | Q4 2019 | Q2 2022 | 11 |
Snowden Capital Advisors LLC | 8 | 3 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 11 |
Rockefeller Capital Management L.P. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 11 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 10 |
AlphaMark Advisors, LLC | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q3 2021 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
J.P. Morgan Private Wealth Advisors LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 10 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 10 |
Tradition Wealth Management, LLC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 10 |
First Allied Advisory Services, Inc. | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2020 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Sigma Planning Corp | 7 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 10 |
Koshinski Asset Management, Inc. | 6 | 1 | 0.01% | 0.05% | 0.15% | Q3 2018 | Q1 2022 | 10 |
Capital Asset Advisory Services LLC | 8 | 1 | 0.00% | 0.11% | 0.99% | Q4 2019 | Q3 2023 | 9 |
StoneX Group Inc. | 9 | 9 | 0.04% | 0.10% | 0.15% | Q2 2019 | Q2 2021 | 9 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.10% | 0.82% | Q3 2018 | Q1 2023 | 9 |
Ancora Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.01% | 0.06% | 0.19% | Q4 2019 | Q4 2021 | 9 |
EP Wealth Advisors, LLC | 8 | 1 | 0.00% | 0.06% | 0.10% | Q3 2018 | Q4 2020 | 9 |
BARCLAYS PLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 9 |
Realta Investment Advisors | 4 | 1 | 0.01% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 9 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 9 |
PEOPLES FINANCIAL SERVICES CORP. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
Belvedere Trading LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 9 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Paragon Private Wealth Management, LLC | 8 | 8 | 0.44% | 0.48% | 0.52% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.20% | 0.29% | 0.46% | Q4 2021 | Q3 2023 | 8 |
RMB Capital Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2020 | 8 |
Meristem Family Wealth, LLC | 6 | 2 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q1 2022 | 8 |
Grassi Investment Management | 7 | 1 | 0.14% | 0.21% | 0.31% | Q1 2019 | Q4 2021 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Prospera Financial Services Inc | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Riggs Asset Managment Co. Inc. | 7 | 1 | 0.00% | 0.78% | 1.23% | Q4 2019 | Q3 2023 | 8 |
MAI Capital Management | 8 | 8 | 0.00% | 0.41% | 0.53% | Q4 2021 | Q3 2023 | 8 |
Royal Fund Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
VAN ECK ASSOCIATES CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Stegent Equity Advisors, Inc. | 8 | 8 | 0.28% | 1.00% | 1.48% | Q4 2021 | Q3 2023 | 8 |
Costello Asset Management, INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Gradient Investments LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 8 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 8 |
American Institute for Advanced Investment Management, LLP | 6 | 2 | 0.24% | 0.53% | 1.22% | Q4 2019 | Q3 2023 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Comprehensive Financial Consultants Institutional, Inc. | 8 | 8 | 0.20% | 0.22% | 0.23% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
CIBC WORLD MARKET INC. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 8 |
MinichMacGregor Wealth Management, LLC | 6 | 2 | 0.00% | 0.08% | 0.11% | Q2 2018 | Q3 2023 | 8 |
Carroll Financial Associates, Inc. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2021 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Newbridge Financial Services Group, Inc. | 7 | 7 | 0.03% | 0.06% | 0.14% | Q3 2020 | Q1 2022 | 7 |
Hudock, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
CENTAURUS FINANCIAL, INC. | 3 | 1 | 0.01% | 0.05% | 0.17% | Q2 2018 | Q3 2023 | 7 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q4 2019 | 7 |
Wealthcare Advisory Partners LLC | 5 | 1 | 0.00% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 7 |
Advocacy Wealth Management Services, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
WFA Asset Management Corp | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Summit Trail Advisors, LLC | 7 | 7 | 0.72% | 1.51% | 2.04% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Rollins Financial | 7 | 7 | 0.07% | 0.15% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Orion Portfolio Solutions, LLC | 4 | 3 | 0.00% | 0.03% | 0.11% | Q4 2019 | Q3 2023 | 7 |
RiverFront Investment Group, LLC | 7 | 7 | 1.11% | 1.22% | 1.30% | Q2 2018 | Q4 2019 | 7 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
AMERIPRISE FINANCIAL INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
WHITTIER TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
4J Wealth Management LLC | 7 | 7 | 1.12% | 1.46% | 1.58% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Stonehage Fleming Financial Services Holdings Ltd | 6 | 6 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q2 2023 | 6 |
Capital Analysts, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Tyler-Stone Wealth Management | 4 | 2 | 0.02% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 6 |
HOEY INVESTMENTS, INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Strategic Advisors LLC | 4 | 2 | 0.07% | 0.09% | 0.09% | Q2 2018 | Q4 2019 | 6 |
Hennion & Walsh Asset Management, Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
ASPIRIANT, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Connectus Wealth, LLC | 6 | 6 | 0.17% | 0.22% | 0.29% | Q2 2022 | Q3 2023 | 6 |
Evolution Wealth Advisors, LLC | 6 | 6 | 0.24% | 0.25% | 0.27% | Q2 2022 | Q3 2023 | 6 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.07% | 0.08% | 0.10% | Q2 2018 | Q3 2019 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q4 2019 | 6 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 6 |
AlphaStar Capital Management, LLC | 6 | 6 | 0.48% | 0.57% | 0.62% | Q3 2021 | Q4 2022 | 6 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 6 |
Valmark Advisers, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
BB&T SECURITIES, LLC | 6 | 6 | 0.05% | 0.08% | 0.16% | Q2 2018 | Q3 2019 | 6 |
CALTON & ASSOCIATES, INC. | 6 | 6 | 0.08% | 0.15% | 0.23% | Q2 2018 | Q3 2019 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
UBS ASSET MANAGEMENT AMERICAS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Baird Financial Group, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Wambolt & Associates, LLC | 6 | 6 | 0.12% | 0.18% | 0.23% | Q2 2022 | Q3 2023 | 6 |
SUNTRUST BANKS INC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2019 | 6 |
Total Clarity Wealth Management, Inc. | 4 | 1 | 0.01% | 0.16% | 0.29% | Q4 2019 | Q3 2023 | 6 |
Rikoon Group, LLC | 4 | 2 | 0.07% | 0.10% | 0.12% | Q2 2018 | Q4 2019 | 6 |
MUFG Americas Holdings Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q1 2021 | 6 |
Integrated Wealth Concepts LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Mutual Advisors, LLC | 5 | 1 | 0.01% | 0.04% | 0.17% | Q2 2020 | Q3 2023 | 6 |
Pensionmark Financial Group, LLC | 6 | 6 | 0.09% | 0.10% | 0.11% | Q1 2022 | Q2 2023 | 6 |
WEDBUSH SECURITIES INC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 6 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Quaker Wealth Management, LLC | 5 | 5 | 0.11% | 1.14% | 1.85% | Q3 2022 | Q3 2023 | 5 |
MERCER GLOBAL ADVISORS INC /ADV | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 5 |
Clearstead Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Bartlett & Co. LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
FIRST FINANCIAL CORP /IN/ | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 5 |
Patriot Financial Group Insurance Agency, LLC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 5 |
Perigon Wealth Management, LLC | 4 | 1 | 0.02% | 0.04% | 0.10% | Q1 2022 | Q3 2023 | 5 |
Syverson Strege & Co | 5 | 5 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q4 2022 | 5 |
Copperwynd Financial, LLC | 5 | 5 | 1.58% | 1.87% | 2.08% | Q1 2022 | Q1 2023 | 5 |
J.W. COLE ADVISORS, INC. | 4 | 1 | 0.05% | 0.06% | 0.11% | Q3 2020 | Q3 2023 | 5 |
EUDAIMONIA ADVISORS LLC | 3 | 2 | 0.14% | 0.15% | 0.16% | Q4 2021 | Q1 2023 | 5 |
Allworth Financial LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Capital Wealth Alliance, LLC | 5 | 5 | 0.72% | 0.86% | 1.06% | Q4 2019 | Q4 2020 | 5 |
Phoenix Holdings Ltd. | 5 | 5 | 0.02% | 0.03% | 0.10% | Q1 2021 | Q1 2022 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Weaver Consulting Group | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2020 | 5 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.11% | 0.43% | Q1 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Miracle Mile Advisors, LLC | 4 | 4 | 0.51% | 0.89% | 1.29% | Q4 2022 | Q3 2023 | 4 |
Presidio Capital Management, LLC | 4 | 4 | 4.52% | 4.83% | 5.00% | Q4 2022 | Q3 2023 | 4 |
Sound Income Strategies, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
New England Private Wealth Advisors LLC | 4 | 4 | 0.61% | 0.64% | 0.66% | Q4 2022 | Q3 2023 | 4 |
Bogart Wealth, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 4 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 4 | 4 | 0.89% | 2.10% | 3.36% | Q4 2019 | Q3 2020 | 4 |
IAM Advisory, LLC | 4 | 4 | 0.09% | 0.11% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Arete Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q3 2022 | 4 |
LAKE STREET PRIVATE WEALTH, LLC | 4 | 4 | 0.08% | 0.14% | 0.23% | Q1 2019 | Q4 2019 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.13% | 0.14% | 0.14% | Q4 2022 | Q3 2023 | 4 |
STEPHENS INC /AR/ | 4 | 4 | 0.01% | 0.07% | 0.14% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
KWB Wealth | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Strategic Blueprint, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
GREAT VALLEY ADVISOR GROUP, INC. | 4 | 4 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Merit Financial Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cresset Asset Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
DAVENPORT & Co LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
National Wealth Management Group, LLC | 4 | 4 | 0.33% | 0.37% | 0.43% | Q4 2022 | Q3 2023 | 4 |
PROFESSIONAL PLANNING | 2 | 1 | 0.15% | 0.69% | 0.99% | Q2 2018 | Q2 2020 | 4 |
PICTON MAHONEY ASSET MANAGEMENT | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.44% | 0.49% | 0.57% | Q4 2022 | Q3 2023 | 4 |
Relyea Zuckerberg Hanson LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
BAROMETER CAPITAL MANAGEMENT INC. | 3 | 1 | 0.01% | 0.08% | 0.25% | Q3 2019 | Q2 2023 | 4 |
LVZ, Inc. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.43% | 0.49% | 0.62% | Q4 2022 | Q3 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
IMC-Chicago, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Vanguard Capital Wealth Advisors | 2 | 2 | 0.28% | 0.46% | 0.72% | Q3 2019 | Q2 2022 | 4 |
Belpointe Asset Management LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q1 2023 | 4 |
VALLEY FINANCIAL MANAGEMENT, INC. | 4 | 4 | 3.88% | 7.04% | 9.48% | Q3 2022 | Q2 2023 | 4 |
Aspire Wealth Management Corp | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 4 |
Financial Management Professionals, Inc. | 3 | 1 | 0.02% | 0.57% | 1.14% | Q4 2019 | Q2 2023 | 4 |
Capital Advisory Group Advisory Services, LLC | 3 | 1 | 0.00% | 0.04% | 0.05% | Q2 2018 | Q4 2020 | 4 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Red Tortoise LLC | 3 | 1 | 0.00% | 0.03% | 0.04% | Q3 2021 | Q2 2023 | 4 |
Lindbrook Capital, LLC | 4 | 4 | 0.46% | 0.49% | 0.50% | Q4 2022 | Q3 2023 | 4 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Western Financial Corp/CA | 3 | 3 | 0.22% | 0.23% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Clarus Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2019 | 3 |
HUNTINGTON NATIONAL BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Curi Wealth Management, LLC | 3 | 3 | 1.69% | 1.76% | 1.89% | Q1 2022 | Q3 2022 | 3 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 3 | 3 | 1.05% | 1.08% | 1.12% | Q1 2023 | Q3 2023 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.19% | 0.20% | 0.22% | Q1 2023 | Q3 2023 | 3 |
SYNOVUS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
True North Advisors, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Plante Moran Financial Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 3 | 3 | 0.20% | 0.21% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Marcum Wealth, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Benchmark Capital Advisors | 3 | 3 | 0.19% | 0.21% | 0.23% | Q2 2018 | Q4 2018 | 3 |
MENORA MIVTACHIM HOLDINGS LTD. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Westside Investment Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Ameritas Advisory Services, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Manhattan West Asset Management, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Cable Hill Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
PSI Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SageGuard Financial Group, LLC | 3 | 3 | 4.80% | 4.88% | 5.01% | Q4 2020 | Q2 2021 | 3 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Round Rock Advisors, LLC | 3 | 3 | 0.24% | 0.26% | 0.27% | Q4 2020 | Q2 2021 | 3 |
Q3 Asset Management | 3 | 3 | 2.38% | 2.68% | 3.27% | Q1 2019 | Q3 2019 | 3 |
REGIONS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Proficio Capital Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 3 | 3 | 0.99% | 1.02% | 1.07% | Q1 2023 | Q3 2023 | 3 |
VALLEY NATIONAL ADVISERS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
WEALTHSOURCE PARTNERS, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q4 2019 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q4 2018 | 3 |
American Financial Network Advisory Services LLC | 3 | 3 | 0.14% | 0.19% | 0.22% | Q2 2018 | Q4 2018 | 3 |
PFG Advisors | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q1 2022 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Vestmark Advisory Solutions, Inc. | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2019 | Q3 2019 | 3 |
Pettinga Financial Advisors LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
BDO Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
EVOKE WEALTH, LLC | 2 | 1 | 0.00% | 0.13% | 0.37% | Q4 2019 | Q3 2022 | 3 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Renaissance Technologies | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
U.S. Capital Wealth Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 3 |
WBI INVESTMENTS, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Capital Bank & Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
HL FINANCIAL SERVICES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.01% | 0.04% | 0.06% | Q3 2019 | Q1 2020 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.07% | 0.08% | 0.10% | Q4 2019 | Q1 2020 | 2 |
RAYMOND JAMES TRUST N.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2020 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
KWMG, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.27% | 0.39% | 0.51% | Q2 2018 | Q3 2018 | 2 |
Mariner, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q1 2019 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.04% | 0.07% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Leelyn Smith, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Clearview Wealth Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
MORGAN JESS S & CO INC | 2 | 2 | 2.47% | 2.78% | 3.08% | Q2 2022 | Q3 2022 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 2 |
Virtu Financial LLC | 1 | 1 | 0.10% | 0.13% | 0.16% | Q2 2018 | Q4 2018 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2022 | 2 |
Lake Point Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q2 2019 | 2 |
Regal Investment Advisors LLC | 1 | 1 | 0.02% | 0.06% | 0.11% | Q1 2022 | Q3 2023 | 2 |
Colonial Trust Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Stratos Wealth Advisors, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
SPINNAKER TRUST | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Mach-1 Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
LAZARD ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 2.02% | 2.11% | 2.20% | Q2 2023 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Rehmann Capital Advisory Group | 2 | 2 | 0.00% | 0.08% | 0.15% | Q2 2019 | Q3 2019 | 2 |
MATRIX PRIVATE CAPITAL GROUP LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q4 2022 | 2 |
SFG Wealth Management, LLC. | 1 | 1 | 0.30% | 0.50% | 0.71% | Q4 2022 | Q3 2023 | 2 |
Migdal Insurance & Financial Holdings Ltd. | 2 | 2 | 0.62% | 1.40% | 2.17% | Q1 2022 | Q2 2022 | 2 |
G&S Capital LLC | 2 | 2 | 2.46% | 2.55% | 2.63% | Q2 2018 | Q3 2018 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 2 |
Activest Wealth Management | 1 | 1 | 0.03% | 11.15% | 22.27% | Q4 2022 | Q2 2023 | 2 |
HHM Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Hochman Cole Investment Advisors, Inc. | 2 | 2 | 0.19% | 0.19% | 0.20% | Q2 2018 | Q3 2018 | 2 |
OneDigital Investment Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
PRUDENTIAL PLC | 1 | 1 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q4 2022 | 2 |
3EDGE Asset Management, LP | 2 | 2 | 0.04% | 0.12% | 0.20% | Q1 2023 | Q2 2023 | 2 |
Brookstone Capital Management | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 2 |
Lenox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Veracity Capital LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q1 2023 | Q2 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2019 | Q4 2019 | 2 |
Advisory Alpha, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Faithward Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 2.29% | 2.29% | 2.29% | Q4 2019 | Q4 2019 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TFG Advisers LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
McClarren Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Accel Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Operose Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WT Wealth Management | 1 | 1 | 1.18% | 1.18% | 1.18% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Signify Wealth | 1 | 1 | 4.48% | 4.48% | 4.48% | Q1 2022 | Q1 2022 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Empowered Funds, LLC | 1 | 1 | 3.19% | 3.19% | 3.19% | Q1 2022 | Q1 2022 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
WOLFF WIESE MAGANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Coston, McIsaac & Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Carnegie Capital Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Reitz Capital Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Legacy Financial Strategies, LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q2 2018 | Q2 2018 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 1 | 1 | 2.88% | 2.88% | 2.88% | Q1 2023 | Q1 2023 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Blue Fin Capital, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2019 | Q3 2019 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
Financial Partners Group, Inc | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Riverview Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
L & S Advisors Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Matrix Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FSA Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Retirement Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2022 | Q1 2022 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Welch Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2019 | Q2 2019 | 1 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q1 2022 | Q1 2022 | 1 |
Boulder Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Trexquant Investment LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Fiduciary Planning LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Lenox Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2023 | Q2 2023 | 1 |
McAlister, Sweet & Associates, Inc. | 1 | 1 | 3.88% | 3.88% | 3.88% | Q2 2022 | Q2 2022 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2020 | Q4 2020 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
External links
This page lists all the filers that currently own INVESCO EXCHANGE TRADED FD T or have owned INVESCO EXCHANGE TRADED FD T in the past.