Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Cambridge Investment Research Advisors, Inc. | 25 | 25 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q2 2024 | 25 |
SYNOVUS FINANCIAL CORP | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2024 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2024 | 25 |
PNC FINANCIAL SERVICES GROUP, INC. | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 25 |
WELLS FARGO & COMPANY/MN | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 25 |
LPL Financial LLC | 25 | 25 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q2 2024 | 25 |
AllSquare Wealth Management LLC | 25 | 25 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q2 2024 | 25 |
Glassman Wealth Services | 25 | 25 | 0.03% | 0.05% | 0.08% | Q2 2018 | Q2 2024 | 25 |
New England Private Wealth Advisors LLC | 25 | 25 | 1.03% | 1.81% | 2.48% | Q2 2018 | Q2 2024 | 25 |
Raymond James Financial Services Advisors, Inc. | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 25 |
Jacobi Capital Management LLC | 25 | 25 | 0.03% | 0.04% | 0.08% | Q2 2018 | Q2 2024 | 25 |
ROYAL BANK OF CANADA | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 25 |
AMERIPRISE FINANCIAL INC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 25 |
CITIGROUP INC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 25 |
BANK OF AMERICA CORP /DE/ | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 25 |
MORGAN STANLEY | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2024 | 25 |
UBS Group AG | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 25 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 24 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2024 | 24 |
STEPHENS INC /AR/ | 24 | 24 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q2 2024 | 24 |
ENVESTNET ASSET MANAGEMENT INC | 17 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2024 | 24 |
FMR LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2024 | 23 |
Compton Wealth Advisory Group, LLC | 23 | 23 | 0.40% | 0.75% | 1.25% | Q4 2018 | Q2 2024 | 23 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 18 | 4 | 0.00% | 0.04% | 0.16% | Q2 2018 | Q1 2024 | 22 |
Northeast Financial Consultants Inc | 22 | 22 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q2 2024 | 22 |
IFP Advisors, Inc | 20 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 22 |
Princeton Global Asset Management LLC | 18 | 4 | 0.04% | 0.09% | 0.21% | Q4 2018 | Q2 2024 | 22 |
Ballentine Partners, LLC | 17 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2024 | 21 |
B. Riley Wealth Advisors, Inc. | 7 | 7 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q2 2024 | 21 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 19 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2024 | 21 |
CWM, LLC | 11 | 10 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2024 | 21 |
SALEM INVESTMENT COUNSELORS INC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2024 | 21 |
Tower Research Capital LLC (TRC) | 20 | 1 | 0.00% | 0.02% | 0.15% | Q1 2019 | Q2 2024 | 21 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2024 | 20 |
Connecticut Wealth Management, LLC | 13 | 7 | 0.03% | 0.31% | 0.70% | Q2 2019 | Q2 2024 | 20 |
Financial Architects, Inc | 16 | 4 | 0.12% | 0.52% | 1.66% | Q2 2018 | Q2 2023 | 20 |
US BANCORP \DE\ | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 19 |
Glen Eagle Advisors, LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2024 | 19 |
RAYMOND JAMES & ASSOCIATES | 16 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 19 |
MOTCO | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 19 |
OSAIC HOLDINGS, INC. | 18 | 18 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2024 | 18 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.31% | 0.64% | 1.63% | Q2 2018 | Q2 2024 | 18 |
STIFEL FINANCIAL CORP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2024 | 18 |
COMMERCE BANK | 15 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 18 |
American Portfolios Advisors | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 18 |
Element Wealth, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2024 | 17 |
HighTower Advisors, LLC | 13 | 4 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q2 2024 | 17 |
Heritage Trust Co | 7 | 3 | 0.03% | 0.04% | 0.07% | Q2 2018 | Q2 2024 | 16 |
Bedel Financial Consulting, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 16 |
GOLDMAN SACHS GROUP INC | 12 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2024 | 16 |
CAPTRUST FINANCIAL ADVISORS | 10 | 6 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2022 | 16 |
Sowell Financial Services LLC | 7 | 1 | 0.02% | 0.10% | 0.91% | Q4 2018 | Q2 2024 | 15 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Founders Financial Alliance, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2024 | 15 |
Ellis Investment Partners, LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2022 | 14 |
NEXT Financial Group, Inc | 8 | 6 | 0.00% | 0.02% | 0.18% | Q2 2018 | Q4 2021 | 14 |
SECURITY NATIONAL TRUST CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 14 |
Spire Wealth Management | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2024 | 14 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 13 | 13 | 0.76% | 1.16% | 1.40% | Q4 2020 | Q4 2023 | 13 |
GPS Wealth Strategies Group, LLC | 7 | 6 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2024 | 13 |
Kestra Advisory Services, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2024 | 13 |
Global Retirement Partners, LLC | 9 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2024 | 13 |
PSI Advisors, LLC | 12 | 1 | 0.02% | 0.03% | 0.09% | Q4 2019 | Q2 2024 | 13 |
LEVEL FOUR ADVISORY SERVICES, LLC | 13 | 13 | 0.01% | 0.04% | 0.10% | Q2 2018 | Q2 2021 | 13 |
QUEST CAPITAL MANAGEMENT INC /ADV | 13 | 13 | 0.13% | 0.27% | 0.56% | Q4 2018 | Q4 2021 | 13 |
Merit Financial Group, LLC | 13 | 13 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q2 2024 | 13 |
IMC-Chicago, LLC | 10 | 3 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2022 | 13 |
GLENMEDE TRUST CO NA | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2023 | 13 |
American Institute for Advanced Investment Management, LLP | 7 | 5 | 0.16% | 0.19% | 0.22% | Q3 2020 | Q2 2024 | 12 |
Rehmann Capital Advisory Group | 7 | 1 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q3 2022 | 12 |
Valeo Financial Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2021 | 12 |
John W. Brooker & Co., CPAs | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 12 |
Private Advisor Group, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2024 | 12 |
Creative Planning | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 12 |
Ameritas Investment Company, LLC | 12 | 12 | 0.01% | 0.29% | 0.48% | Q4 2018 | Q3 2021 | 12 |
Twelve Points Wealth Management LLC | 11 | 11 | 1.58% | 2.59% | 3.19% | Q4 2021 | Q2 2024 | 11 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2020 | 11 |
JNBA Financial Advisors | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 11 |
THOMPSON SIEGEL & WALMSLEY LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 11 |
Ameritas Advisory Services, LLC | 11 | 11 | 0.09% | 0.12% | 0.26% | Q4 2021 | Q2 2024 | 11 |
COLDSTREAM CAPITAL MANAGEMENT INC | 7 | 4 | 0.14% | 0.53% | 1.26% | Q3 2021 | Q2 2024 | 11 |
First Command Financial Services, Inc. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 10 |
Key FInancial Inc | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 10 |
MERCER GLOBAL ADVISORS INC /ADV | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2024 | 10 |
Sunbelt Securities, Inc. | 6 | 4 | 0.00% | 0.03% | 0.07% | Q4 2020 | Q2 2024 | 10 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 10 | 10 | 0.02% | 0.03% | 0.09% | Q1 2022 | Q2 2024 | 10 |
BLAIR WILLIAM & CO/IL | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2024 | 10 |
First Command Bank | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 10 |
Plante Moran Financial Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2020 | 10 |
Horizons Wealth Management | 9 | 9 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q2 2024 | 9 |
Citizens Business Bank | 9 | 9 | 0.04% | 0.06% | 0.09% | Q2 2018 | Q2 2020 | 9 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2020 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q4 2021 | 9 |
JANE STREET GROUP, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 9 |
Shakespeare Wealth Management, LLC | 9 | 9 | 0.89% | 1.34% | 1.96% | Q4 2017 | Q4 2019 | 9 |
Wealthcare Advisory Partners LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2021 | 9 |
J.W. COLE ADVISORS, INC. | 3 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2024 | 8 |
WILLNER & HELLER, LLC | 5 | 3 | 0.58% | 0.65% | 0.76% | Q4 2021 | Q2 2024 | 8 |
Royal Fund Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
Meridian Financial, LLC | 8 | 8 | 0.39% | 0.44% | 0.51% | Q4 2021 | Q3 2023 | 8 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2023 | 8 |
FORTE CAPITAL LLC /ADV | 8 | 8 | 0.09% | 0.10% | 0.12% | Q2 2020 | Q1 2022 | 8 |
Trust Co | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q2 2024 | 8 |
FLOW TRADERS U.S. LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 8 |
First Allied Advisory Services, Inc. | 7 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2020 | 8 |
HUNTINGTON NATIONAL BANK | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2024 | 8 |
WestHill Financial Advisors, Inc. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2024 | 7 |
MML INVESTORS SERVICES, LLC | 5 | 1 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q2 2024 | 7 |
Clearwater Capital Advisors, LLC | 7 | 7 | 0.05% | 0.09% | 0.13% | Q2 2018 | Q4 2019 | 7 |
Sandy Spring Bank | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
NewEdge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 |
Crewe Advisors LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2024 | 7 |
BROWN ADVISORY INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Shepherd Financial Partners LLC | 7 | 7 | 0.06% | 0.07% | 0.08% | Q2 2018 | Q4 2019 | 7 |
Well Done, LLC | 7 | 7 | 0.07% | 0.18% | 0.31% | Q2 2018 | Q4 2019 | 7 |
Bell Rock Capital LLC | 7 | 7 | 0.08% | 0.09% | 0.12% | Q2 2018 | Q4 2019 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2019 | 7 |
MYCIO WEALTH PARTNERS, LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q4 2019 | 7 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 6 |
Segment Wealth Management, LLC | 4 | 2 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2024 | 6 |
JPMORGAN CHASE & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 6 |
Atria Investments, Inc | 6 | 6 | 0.01% | 0.42% | 0.65% | Q2 2018 | Q3 2019 | 6 |
BROWN BROTHERS HARRIMAN & CO | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2020 | 6 |
Kingsview Wealth Management, LLC | 6 | 6 | 0.16% | 0.26% | 0.32% | Q2 2018 | Q3 2019 | 6 |
Treynor Bancshares, Inc. | 4 | 2 | 0.12% | 0.14% | 0.15% | Q4 2021 | Q1 2024 | 6 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5 | 5 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q1 2022 | 5 |
OPTIMUM INVESTMENT ADVISORS | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
Kistler-Tiffany Companies, LLC | 5 | 5 | 0.13% | 0.15% | 0.16% | Q2 2018 | Q2 2019 | 5 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2024 | 5 |
Capital Investment Advisory Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Parallel Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2024 | 5 |
Allworth Financial LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2024 | 5 |
Executive Wealth Management, LLC | 5 | 5 | 0.03% | 1.07% | 2.73% | Q4 2018 | Q4 2019 | 5 |
QCI ASSET MANAGEMENT INC/NY | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 5 |
ALBION FINANCIAL GROUP /UT | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2024 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 5 |
CITIZENS FINANCIAL GROUP INC/RI | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2024 | 5 |
OPPENHEIMER & CO INC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2024 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 5 |
Intrua Financial, LLC | 3 | 2 | 0.20% | 0.57% | 0.88% | Q3 2020 | Q1 2022 | 5 |
Cetera Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2021 | 5 |
DHJJ Financial Advisors, Ltd. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q2 2024 | 4 |
Advisory Alpha, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2020 | 4 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
Cetera Advisor Networks LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2020 | 4 |
COMERICA BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
BENJAMIN EDWARDS INC | 4 | 4 | 0.08% | 0.12% | 0.20% | Q1 2019 | Q4 2019 | 4 |
Financial Gravity Asset Management, Inc. | 2 | 2 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q2 2019 | 4 |
NBC SECURITIES, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q2 2024 | 4 |
Westside Investment Management, Inc. | 3 | 1 | 0.00% | 0.11% | 0.15% | Q2 2018 | Q2 2019 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Commonwealth Financial Services, LLC | 4 | 4 | 0.21% | 0.25% | 0.32% | Q3 2023 | Q2 2024 | 4 |
SIGNATUREFD, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 3 |
MEEDER ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2024 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
WESPAC Advisors SoCal, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Rockefeller Capital Management L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Gradient Investments LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q1 2024 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
DUNCKER STREETT & CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 3 | 3 | 14.38% | 15.15% | 16.31% | Q3 2018 | Q1 2019 | 3 |
CIBC Private Wealth Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 3 |
Personal Wealth Partners | 2 | 1 | 0.04% | 0.05% | 0.05% | Q3 2019 | Q2 2021 | 3 |
Tradewinds, LLC. | 2 | 1 | 0.07% | 0.11% | 0.13% | Q4 2022 | Q2 2024 | 3 |
Arrow Investment Advisors, LLC | 2 | 1 | 0.88% | 1.99% | 4.16% | Q3 2023 | Q2 2024 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Tarbox Family Office, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Main Street Group, LTD | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q2 2024 | 3 |
J.P. Morgan Private Wealth Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 3 |
Kalos Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Cardan Capital Partners, LLC | 3 | 3 | 0.07% | 2.13% | 3.22% | Q2 2018 | Q4 2018 | 3 |
WETZEL INVESTMENT ADVISORS, INC. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2023 | Q2 2024 | 3 |
PRINCIPAL SECURITIES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
PROVENCE WEALTH MANAGEMENT GROUP | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2023 | Q4 2023 | 2 |
LOGAN CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 2 |
Facet Wealth, Inc. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2024 | 2 |
VALLEY NATIONAL ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
Eudaimonia Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
JOYN Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Berry Wealth Group, LP | 2 | 2 | 0.16% | 0.17% | 0.18% | Q1 2024 | Q2 2024 | 2 |
Steward Partners Investment Advisory, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
CBIZ Investment Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
McAdam, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2018 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Geneos Wealth Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q1 2024 | 2 |
Central Pacific Bank - Trust Division | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
Stratford Consulting, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
Christopher J. Hasenberg, Inc | 2 | 2 | 2.34% | 2.41% | 2.49% | Q1 2024 | Q2 2024 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
TIAA TRUST, NATIONAL ASSOCIATION | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
Prosperity Consulting Group, LLC | 2 | 2 | 0.31% | 0.31% | 0.31% | Q1 2024 | Q2 2024 | 2 |
TOTH FINANCIAL ADVISORY CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q1 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
SVB WEALTH LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Brendel Financial Advisors LLC | 2 | 2 | 0.33% | 0.40% | 0.46% | Q4 2018 | Q1 2019 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.11% | 0.13% | 0.14% | Q2 2018 | Q3 2018 | 2 |
Ashton Thomas Private Wealth, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2023 | Q2 2024 | 2 |
SG Americas Securities, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
S.A. Mason LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 2 |
Financial Advocates Investment Management | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
McIlrath & Eck, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
KPP Advisory Services LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q1 2024 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Diversified, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Busey Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
GREENLEAF TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
POM Investment Strategies, LLC | 1 | 1 | 5.04% | 5.04% | 5.04% | Q2 2024 | Q2 2024 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Financial Freedom, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
RMR Wealth Builders | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q1 2024 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Truepoint, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q1 2024 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Ameritas Investment Partners, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2024 | Q2 2024 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2021 | Q1 2021 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
HOLLENCREST CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FCG ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2024 | Q2 2024 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2018 | Q4 2018 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Janney Montgomery Scott LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Integrated Wealth Concepts LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
CHARTIST INC /CA/ | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2018 | Q3 2018 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 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.