Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.09% | 0.12% | 0.17% | Q1 2016 | Q3 2023 | 31 |
MASSMUTUAL TRUST CO FSB/ADV | 23 | 23 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2023 | 23 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Gradient Investments LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 22 | 22 | 0.00% | 0.02% | 0.16% | Q2 2018 | Q3 2023 | 22 |
Wolf Group Capital Advisors | 22 | 22 | 1.64% | 5.10% | 8.22% | Q2 2018 | Q3 2023 | 22 |
Kohmann Bosshard Financial Services, LLC | 22 | 22 | 0.06% | 0.10% | 0.16% | Q2 2018 | Q3 2023 | 22 |
Janney Montgomery Scott LLC | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
CAPTRUST FINANCIAL ADVISORS | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Steward Partners Investment Advisory, LLC | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.03% | 0.14% | Q1 2016 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
JPMORGAN CHASE & CO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
SignalPoint Asset Management, LLC | 22 | 22 | 0.94% | 1.31% | 1.65% | Q2 2018 | Q3 2023 | 22 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 22 | 22 | 0.09% | 0.15% | 0.19% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.01% | 0.05% | 0.11% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 22 | 22 | 0.61% | 1.48% | 2.38% | Q2 2018 | Q3 2023 | 22 |
STIFEL FINANCIAL CORP | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Summit Asset Management, LLC | 22 | 22 | 0.11% | 0.14% | 0.15% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
US BANCORP \DE\ | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
HighTower Advisors, LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
CITIGROUP INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
KCM INVESTMENT ADVISORS LLC | 22 | 22 | 0.08% | 0.09% | 0.12% | Q2 2018 | Q3 2023 | 22 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Cetera Investment Advisers | 22 | 22 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
GREENLEAF TRUST | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Baker Avenue Asset Management, LP | 22 | 22 | 0.01% | 0.08% | 0.15% | Q2 2018 | Q3 2023 | 22 |
OneDigital Investment Advisors LLC | 22 | 22 | 0.02% | 0.08% | 0.39% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.01% | 0.02% | 0.08% | Q2 2018 | Q3 2023 | 22 |
NVWM, LLC | 22 | 22 | 0.00% | 0.17% | 0.75% | Q2 2018 | Q3 2023 | 22 |
Fisher Asset Management, LLC | 22 | 22 | 0.04% | 0.10% | 0.17% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Seneca House Advisors | 22 | 22 | 0.32% | 0.99% | 1.81% | Q2 2018 | Q3 2023 | 22 |
MainStreet Investment Advisors LLC | 18 | 3 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
BlackRock Inc. | 13 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
GLENMEDE TRUST CO NA | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
JOHNSON INVESTMENT COUNSEL INC | 21 | 21 | 0.07% | 0.10% | 0.13% | Q3 2018 | Q3 2023 | 21 |
CWM, LLC | 13 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
FIFTH THIRD BANCORP | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 20 |
Private Advisor Group, LLC | 19 | 1 | 0.00% | 0.04% | 0.12% | Q3 2018 | Q3 2023 | 20 |
Institute for Wealth Management, LLC. | 20 | 20 | 0.28% | 0.35% | 0.48% | Q4 2018 | Q3 2023 | 20 |
Pensionmark Financial Group, LLC | 20 | 20 | 0.09% | 0.15% | 0.26% | Q4 2018 | Q3 2023 | 20 |
BLAIR WILLIAM & CO/IL | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
LINCOLN NATIONAL CORP | 18 | 2 | 0.01% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 20 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
Financial Advocates Investment Management | 14 | 1 | 0.02% | 0.13% | 0.44% | Q3 2018 | Q3 2023 | 19 |
MML INVESTORS SERVICES, LLC | 15 | 4 | 0.00% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 19 |
Cetera Advisors LLC | 19 | 19 | 0.01% | 0.08% | 0.16% | Q1 2019 | Q3 2023 | 19 |
Kelman-Lazarov, Inc. | 12 | 7 | 0.08% | 0.11% | 0.17% | Q2 2018 | Q1 2023 | 19 |
Savant Capital, LLC | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
CENTAURUS FINANCIAL, INC. | 18 | 18 | 0.03% | 0.40% | 0.62% | Q2 2019 | Q3 2023 | 18 |
AdvisorNet Financial, Inc | 18 | 18 | 0.02% | 0.07% | 0.15% | Q2 2018 | Q3 2022 | 18 |
Citadel Advisors | 13 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 18 |
Mutual Advisors, LLC | 15 | 1 | 0.04% | 0.05% | 0.07% | Q2 2018 | Q3 2023 | 18 |
Stratos Wealth Advisors, LLC | 18 | 18 | 0.15% | 0.28% | 0.60% | Q2 2019 | Q3 2023 | 18 |
Creative Planning | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 18 |
Financial Gravity Asset Management, Inc. | 10 | 2 | 0.00% | 0.23% | 1.09% | Q2 2018 | Q3 2023 | 17 |
GOLDMAN SACHS GROUP INC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 16 | 16 | 0.04% | 0.07% | 0.08% | Q4 2018 | Q3 2022 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.03% | 0.07% | Q2 2018 | Q1 2023 | 16 |
Cerity Partners LLC | 9 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2023 | 16 |
Crescent Grove Advisors, LLC | 14 | 1 | 0.04% | 0.43% | 0.55% | Q4 2019 | Q3 2023 | 15 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 2 | 0.03% | 0.11% | 0.25% | Q4 2019 | Q3 2023 | 15 |
GREAT VALLEY ADVISOR GROUP, INC. | 15 | 15 | 0.11% | 0.14% | 0.18% | Q1 2020 | Q3 2023 | 15 |
Joel Isaacson & Co., LLC | 8 | 7 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
American Portfolios Advisors | 12 | 3 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q3 2022 | 15 |
Belpointe Asset Management LLC | 15 | 15 | 0.01% | 0.03% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Carroll Financial Associates, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 15 |
Retirement Group, LLC | 14 | 1 | 6.15% | 7.64% | 9.55% | Q4 2019 | Q3 2023 | 15 |
Aurora Private Wealth, Inc. | 14 | 14 | 0.35% | 1.10% | 2.10% | Q2 2020 | Q3 2023 | 14 |
Element Wealth, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Jacobi Capital Management LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2021 | 14 |
PINNACLE FINANCIAL PARTNERS INC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Global Strategic Investment Solutions, LLC | 14 | 14 | 0.01% | 0.07% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Sigma Planning Corp | 14 | 14 | 0.03% | 0.05% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Kalos Management, Inc. | 7 | 1 | 0.09% | 0.26% | 0.47% | Q2 2018 | Q2 2023 | 14 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 14 | 14 | 0.23% | 0.31% | 0.40% | Q2 2020 | Q3 2023 | 14 |
Ironwood Financial, llc | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2021 | 14 |
Cedar Wealth Management, LLC | 14 | 14 | 0.67% | 1.96% | 2.82% | Q2 2020 | Q3 2023 | 14 |
SMITH, MOORE & CO. | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
North Star Investment Management Corp. | 14 | 14 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
EVERGREEN CAPITAL MANAGEMENT LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Choate Investment Advisors | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
AE Wealth Management LLC | 9 | 4 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 13 |
Glassman Wealth Services | 12 | 1 | 0.02% | 0.53% | 0.66% | Q2 2018 | Q1 2022 | 13 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 13 | 13 | 0.05% | 0.15% | 0.31% | Q3 2020 | Q3 2023 | 13 |
Apexium Financial, LP | 9 | 4 | 0.72% | 1.62% | 5.04% | Q2 2020 | Q3 2023 | 13 |
Affiance Financial, LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q4 2022 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.04% | 0.26% | 0.54% | Q3 2020 | Q3 2023 | 13 |
Brookstone Capital Management | 13 | 13 | 0.01% | 0.05% | 0.20% | Q3 2020 | Q3 2023 | 13 |
McAdam, LLC | 13 | 13 | 0.05% | 0.39% | 0.60% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
HSBC HOLDINGS PLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Sargent Bickham Lagudis LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
Smith Anglin Financial, LLC | 12 | 12 | 0.17% | 0.63% | 1.19% | Q4 2020 | Q3 2023 | 12 |
FOCUS Wealth Advisors, LLC | 12 | 12 | 0.16% | 1.16% | 5.95% | Q4 2020 | Q3 2023 | 12 |
Diversified, LLC | 12 | 12 | 0.28% | 2.48% | 6.90% | Q4 2020 | Q3 2023 | 12 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 12 |
MONECO Advisors, LLC | 12 | 12 | 0.09% | 0.19% | 0.98% | Q4 2020 | Q3 2023 | 12 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 12 |
Archer Investment Corp | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Meridian Financial Partners LLC | 12 | 12 | 0.19% | 0.28% | 0.49% | Q2 2020 | Q1 2023 | 12 |
Plante Moran Financial Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Reliant Wealth Planning | 10 | 1 | 12.48% | 17.35% | 19.88% | Q4 2019 | Q3 2022 | 11 |
OPPENHEIMER & CO INC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2023 | 11 |
Tranquility Partners, LLC | 11 | 11 | 0.13% | 0.14% | 0.15% | Q4 2020 | Q2 2023 | 11 |
Financial Services Advisory Inc | 6 | 1 | 0.08% | 1.83% | 5.89% | Q2 2020 | Q3 2023 | 11 |
Bogart Wealth, LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Lowe Wealth Advisors, LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2020 | 11 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 11 |
TRUSTCORE FINANCIAL SERVICES, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 11 |
GPS Wealth Strategies Group, LLC | 11 | 11 | 0.12% | 3.31% | 7.23% | Q1 2021 | Q3 2023 | 11 |
IEQ CAPITAL, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
MONTAG A & ASSOCIATES INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Dana Investment Advisors, Inc. | 10 | 10 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.04% | 0.14% | Q1 2021 | Q3 2023 | 10 |
Capital Wealth Alliance, LLC | 5 | 1 | 0.16% | 0.32% | 0.49% | Q1 2020 | Q2 2023 | 10 |
ASSETMARK, INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 10 |
Benedetti & Gucer, Inc. | 8 | 2 | 0.17% | 0.21% | 0.28% | Q1 2021 | Q3 2023 | 10 |
Freedom Investment Management, Inc. | 9 | 1 | 0.03% | 0.26% | 0.51% | Q1 2021 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q3 2021 | 10 |
CREDIT SUISSE AG/ | 5 | 5 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q4 2020 | 10 |
Allworth Financial LP | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 10 |
TRANSCEND CAPITAL ADVISORS, LLC | 10 | 10 | 0.23% | 0.26% | 0.42% | Q2 2021 | Q3 2023 | 10 |
Selective Wealth Management, Inc. | 7 | 3 | 0.16% | 0.24% | 0.37% | Q2 2021 | Q4 2023 | 10 |
BANK OF MONTREAL /CAN/ | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Pegasus Partners Ltd. | 9 | 9 | 0.43% | 1.50% | 2.40% | Q3 2021 | Q3 2023 | 9 |
Atria Investments, Inc | 7 | 2 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q2 2023 | 9 |
Aptus Capital Advisors, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 9 |
Sound Income Strategies, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 9 |
TRUEWEALTH LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2020 | 9 |
Walker Asset Management, LLC | 9 | 9 | 0.22% | 0.87% | 1.07% | Q4 2021 | Q4 2023 | 9 |
Reitz Capital Advisors LLC | 5 | 4 | 0.08% | 0.71% | 1.24% | Q4 2018 | Q1 2021 | 9 |
Samalin Investment Counsel, LLC | 6 | 3 | 0.17% | 0.25% | 0.46% | Q1 2021 | Q3 2023 | 9 |
MANCHESTER FINANCIAL INC | 9 | 9 | 0.04% | 4.36% | 10.22% | Q1 2019 | Q1 2021 | 9 |
Sage Mountain Advisors LLC | 9 | 9 | 0.49% | 0.71% | 0.95% | Q3 2021 | Q3 2023 | 9 |
BANK HAPOALIM BM | 9 | 9 | 0.20% | 1.24% | 2.57% | Q3 2021 | Q3 2023 | 9 |
Qube Research & Technologies Ltd | 8 | 1 | 0.00% | 0.01% | 0.06% | Q2 2021 | Q3 2023 | 9 |
Parallel Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Koshinski Asset Management, Inc. | 9 | 9 | 0.00% | 0.06% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Capital Analysts, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 9 |
Key Client Fiduciary Advisors, LLC | 8 | 8 | 0.16% | 0.21% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Ten Capital Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2023 | 8 |
Fortune 45 LLC | 8 | 8 | 0.29% | 2.19% | 5.71% | Q4 2021 | Q3 2023 | 8 |
Kovack Advisors, Inc. | 8 | 8 | 0.04% | 0.18% | 0.42% | Q2 2020 | Q1 2022 | 8 |
CVA Family Office, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 8 |
MONEY CONCEPTS CAPITAL CORP | 8 | 8 | 0.01% | 0.05% | 0.19% | Q4 2021 | Q3 2023 | 8 |
IHT Wealth Management, LLC | 7 | 1 | 0.02% | 0.15% | 0.81% | Q4 2018 | Q4 2021 | 8 |
McIlrath & Eck, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
Laraway Financial Advisors Inc | 8 | 8 | 1.61% | 1.81% | 1.94% | Q4 2021 | Q3 2023 | 8 |
Pinnacle Family Advisors, LLC | 4 | 1 | 0.26% | 1.04% | 2.31% | Q2 2018 | Q3 2023 | 8 |
Global Retirement Partners, LLC | 7 | 1 | 0.00% | 0.33% | 0.45% | Q3 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
COLUMBIA ADVISORY PARTNERS LLC | 8 | 8 | 6.01% | 6.96% | 8.36% | Q4 2021 | Q3 2023 | 8 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 8 |
Cooper Financial Group | 4 | 4 | 0.04% | 0.10% | 0.15% | Q1 2019 | Q1 2022 | 8 |
Essex Financial Services, Inc. | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2022 | 8 |
Soundwatch Capital LLC | 4 | 2 | 0.04% | 0.11% | 0.22% | Q2 2020 | Q2 2023 | 8 |
Pinnacle Bancorp, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Carson Advisory Inc. | 8 | 8 | 0.22% | 0.34% | 0.52% | Q4 2021 | Q3 2023 | 8 |
Brown Advisory Securities, LLC | 8 | 8 | 0.06% | 0.11% | 0.20% | Q2 2020 | Q1 2022 | 8 |
Avant Capital LLC | 8 | 8 | 0.40% | 0.47% | 0.55% | Q4 2021 | Q3 2023 | 8 |
Hutchens & Kramer Investment Management Group, LLC | 8 | 8 | 2.05% | 2.48% | 3.27% | Q4 2021 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.82% | 0.97% | 1.11% | Q4 2021 | Q3 2023 | 8 |
LEO BROKERAGE, LLC | 4 | 2 | 0.22% | 0.61% | 1.06% | Q4 2020 | Q2 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.08% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Darrow Company, Inc. | 8 | 8 | 0.40% | 0.54% | 0.70% | Q4 2021 | Q3 2023 | 8 |
WEALTHSOURCE PARTNERS, LLC | 7 | 7 | 0.18% | 0.54% | 0.80% | Q1 2022 | Q3 2023 | 7 |
Advisory Alpha, LLC | 3 | 1 | 0.01% | 0.04% | 0.18% | Q1 2019 | Q4 2021 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
IMC-Chicago, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 7 |
Great Diamond Partners, LLC | 7 | 7 | 0.15% | 1.28% | 4.21% | Q1 2020 | Q3 2021 | 7 |
Dynamic Advisor Solutions LLC | 2 | 1 | 0.02% | 0.18% | 0.81% | Q2 2020 | Q2 2023 | 7 |
Arkadios Wealth Advisors | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2021 | 7 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 4 | 3 | 0.12% | 0.51% | 1.03% | Q4 2021 | Q3 2023 | 7 |
RWA WEALTH PARTNERS, LLC | 7 | 7 | 0.04% | 0.06% | 0.07% | Q2 2018 | Q4 2019 | 7 |
EP Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.03% | 0.16% | Q4 2020 | Q3 2023 | 7 |
MA Private Wealth | 7 | 7 | 0.06% | 0.07% | 0.10% | Q4 2021 | Q2 2023 | 7 |
J.P. Morgan Private Wealth Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 7 |
Key FInancial Inc | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Trilogy Capital Inc. | 4 | 1 | 0.03% | 0.49% | 1.68% | Q1 2020 | Q3 2023 | 7 |
AlphaStar Capital Management, LLC | 7 | 7 | 0.07% | 0.44% | 0.62% | Q3 2020 | Q1 2022 | 7 |
Goodwin Investment Advisory | 7 | 7 | 0.67% | 1.37% | 2.62% | Q1 2022 | Q3 2023 | 7 |
NewEdge Advisors, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Tradition Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Virginia National Bank | 7 | 7 | 1.77% | 2.98% | 3.76% | Q1 2022 | Q3 2023 | 7 |
NEXT Financial Group, Inc | 7 | 7 | 0.00% | 0.07% | 0.15% | Q2 2018 | Q4 2019 | 7 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q4 2019 | 6 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 6 | 6 | 0.01% | 0.55% | 0.81% | Q3 2019 | Q4 2020 | 6 |
Integrated Wealth Concepts LLC | 6 | 6 | 0.02% | 0.07% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 6 |
Aspire Capital Advisors LLC | 6 | 6 | 1.96% | 2.46% | 3.28% | Q2 2022 | Q3 2023 | 6 |
55I, LLC | 6 | 6 | 0.01% | 0.02% | 0.08% | Q2 2021 | Q3 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
One Capital Management, LLC | 6 | 6 | 0.06% | 0.60% | 1.64% | Q2 2022 | Q3 2023 | 6 |
Stratos Wealth Partners, LTD. | 3 | 1 | 0.00% | 0.03% | 0.09% | Q3 2018 | Q3 2023 | 6 |
GFS Advisors, LLC | 6 | 6 | 0.10% | 0.16% | 0.23% | Q3 2021 | Q4 2022 | 6 |
Pinkerton Retirement Specialists, LLC | 4 | 2 | 0.02% | 1.35% | 2.09% | Q2 2018 | Q4 2019 | 6 |
DAVENPORT & Co LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Avion Wealth | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Orion Portfolio Solutions, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 6 |
Covington Capital Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Jackson Wealth Management, LLC | 3 | 1 | 0.22% | 1.46% | 2.58% | Q2 2020 | Q3 2023 | 6 |
ROPES WEALTH ADVISORS LLC | 6 | 6 | 0.07% | 0.07% | 0.08% | Q2 2018 | Q3 2019 | 6 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.09% | 0.18% | Q4 2020 | Q3 2023 | 6 |
Mariner, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 6 |
V Wealth Advisors LLC | 5 | 1 | 0.04% | 0.04% | 0.06% | Q1 2020 | Q2 2022 | 6 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 6 |
Perigon Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 6 |
UBS ASSET MANAGEMENT AMERICAS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Avior Wealth Management, LLC | 6 | 6 | 0.00% | 0.10% | 0.18% | Q2 2022 | Q3 2023 | 6 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 5 | 5 | 2.36% | 4.54% | 8.37% | Q4 2020 | Q4 2021 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.10% | 0.11% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
Prime Capital Investment Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
SUNTRUST BANKS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
MRA Advisory Group | 5 | 5 | 2.26% | 2.53% | 2.85% | Q4 2020 | Q4 2021 | 5 |
SeaCrest Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2022 | 5 |
D.A. DAVIDSON & CO. | 5 | 5 | 0.00% | 0.05% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Moloney Securities Asset Management, LLC | 3 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 5 |
IFG Advisory, LLC | 4 | 1 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2023 | 5 |
Segment Wealth Management, LLC | 5 | 5 | 0.85% | 1.21% | 1.78% | Q3 2022 | Q3 2023 | 5 |
F3Logic, LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q4 2022 | 5 |
Engrave Wealth Partners LLC | 5 | 5 | 7.31% | 10.96% | 14.40% | Q4 2019 | Q4 2020 | 5 |
Merit Financial Group, LLC | 4 | 1 | 0.01% | 0.09% | 0.14% | Q2 2022 | Q3 2023 | 5 |
Almanack Investment Partners, LLC. | 3 | 1 | 0.02% | 0.66% | 1.91% | Q1 2019 | Q4 2021 | 5 |
PFG Advisors | 5 | 5 | 0.07% | 0.08% | 0.08% | Q4 2018 | Q4 2019 | 5 |
Private Ocean, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
Brinker Capital Investments, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Intrua Financial, LLC | 5 | 5 | 0.45% | 0.59% | 0.67% | Q3 2021 | Q3 2022 | 5 |
WASHINGTON TRUST Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Belvedere Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 4 |
RPg Family Wealth Advisory, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q4 2019 | 4 |
SIGNATUREFD, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 4 |
Asset Allocation Strategies LLC | 4 | 4 | 2.21% | 2.65% | 3.21% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.04% | 2.47% | 7.09% | Q4 2022 | Q3 2023 | 4 |
Financial Partners Group, LLC | 4 | 4 | 0.45% | 0.50% | 0.54% | Q4 2022 | Q3 2023 | 4 |
GeoWealth Management, LLC | 3 | 1 | 0.03% | 0.07% | 0.13% | Q3 2021 | Q3 2023 | 4 |
NATIONAL BANK OF CANADA /FI/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 4 |
HBW ADVISORY SERVICES LLC | 2 | 2 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q4 2021 | 4 |
NovaPoint Capital, LLC | 4 | 4 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SIMON QUICK ADVISORS, LLC | 4 | 4 | 0.04% | 0.08% | 0.10% | Q1 2019 | Q4 2019 | 4 |
CITIZENS FINANCIAL GROUP INC/RI | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 1.07% | 1.70% | 2.14% | Q4 2022 | Q3 2023 | 4 |
Stuart Chaussee & Associates, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 4 |
VIAWEALTH, LLC | 4 | 4 | 0.34% | 0.37% | 0.39% | Q4 2022 | Q3 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 4 |
S.A. Mason LLC | 2 | 1 | 0.02% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 4 |
REGENTATLANTIC CAPITAL LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
BB&T SECURITIES, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 4 |
Strategic Wealth Partners, Ltd. | 3 | 3 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2019 | 3 |
BAR HARBOR WEALTH MANAGEMENT | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
TWO SIGMA SECURITIES, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Stonebridge Capital Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Systelligence, LLC | 3 | 3 | 1.37% | 2.12% | 2.59% | Q1 2020 | Q3 2020 | 3 |
HBK Sorce Advisory LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Portfolio Strategies, Inc. | 3 | 3 | 1.81% | 3.25% | 3.99% | Q1 2022 | Q3 2022 | 3 |
Retireful, LLC | 2 | 1 | 0.21% | 2.46% | 6.32% | Q1 2022 | Q3 2023 | 3 |
Faithward Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
G&S Capital LLC | 2 | 1 | 0.67% | 0.93% | 1.08% | Q4 2019 | Q4 2021 | 3 |
BROWN BROTHERS HARRIMAN & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Avestar Capital, LLC | 2 | 1 | 0.82% | 2.11% | 3.19% | Q4 2022 | Q3 2023 | 3 |
ASSOCIATED BANC-CORP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 3 |
Ameritas Investment Company, LLC | 3 | 3 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q3 2021 | 3 |
RIA Advisory Group LLC | 3 | 3 | 1.12% | 1.16% | 1.18% | Q1 2023 | Q3 2023 | 3 |
Atria Wealth Solutions, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 3 |
WOLVERINE TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 3 |
SALEM INVESTMENT COUNSELORS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Fulcrum Equity Management | 3 | 3 | 1.06% | 1.86% | 2.85% | Q1 2023 | Q3 2023 | 3 |
Freestone Capital Holdings, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.03% | 0.06% | 0.14% | Q4 2021 | Q3 2022 | 3 |
Lindbrook Capital, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q3 2019 | Q1 2020 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.08% | 0.10% | 0.15% | Q1 2022 | Q3 2023 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q2 2022 | 3 |
Valeo Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Moisand Fitzgerald Tamayo, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
Private Advisory Group LLC | 2 | 1 | 0.27% | 0.30% | 0.35% | Q2 2019 | Q2 2022 | 3 |
CULLEN/FROST BANKERS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 3 |
WEST PACES ADVISORS INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 0.35% | 0.35% | 0.36% | Q4 2020 | Q2 2021 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
BANQUE PICTET & CIE SA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 1.00% | 1.12% | 1.22% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Ellevest, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
SteelPeak Wealth, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
ALTFEST L J & CO INC | 2 | 2 | 0.06% | 1.83% | 3.60% | Q1 2022 | Q2 2022 | 2 |
Provident Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q3 2020 | 2 |
Trexquant Investment LP | 1 | 1 | 0.02% | 0.05% | 0.08% | Q1 2020 | Q3 2020 | 2 |
FRANKLIN RESOURCES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
TRUST CO OF VERMONT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Coppell Advisory Solutions LLC | 2 | 2 | 0.28% | 0.29% | 0.29% | Q1 2023 | Q2 2023 | 2 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 2 |
Legacy Capital Group California, Inc. | 2 | 2 | 0.23% | 0.24% | 0.24% | Q2 2023 | Q3 2023 | 2 |
QS Investors, LLC | 1 | 1 | 0.01% | 0.06% | 0.12% | Q1 2020 | Q2 2021 | 2 |
PSI Advisors, LLC | 2 | 2 | 0.14% | 0.16% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
WMG Financial Advisors, LLC | 2 | 2 | 0.42% | 0.70% | 0.98% | Q2 2023 | Q3 2023 | 2 |
Caprock Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Carnegie Capital Asset Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
IAMS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.44% | 0.48% | 0.51% | Q1 2023 | Q2 2023 | 2 |
BRIGHTON JONES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Advisory Services Network, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Mirae Asset Global Investments Co., Ltd. | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
LITTLE HOUSE CAPITAL LLC | 2 | 2 | 2.50% | 2.56% | 2.62% | Q3 2021 | Q4 2021 | 2 |
Migdal Insurance & Financial Holdings Ltd. | 2 | 2 | 0.13% | 0.15% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Cresta Advisors, Ltd. | 2 | 2 | 1.29% | 1.30% | 1.30% | Q2 2023 | Q3 2023 | 2 |
CUE ADVISORY SERVICES, INC. | 2 | 2 | 0.22% | 0.22% | 0.23% | Q2 2018 | Q3 2018 | 2 |
Kingsview Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 2 |
Founders Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 2 | 2 | 3.33% | 3.35% | 3.38% | Q2 2020 | Q3 2020 | 2 |
Capital Directions Investment Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q4 2022 | 2 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.03% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 2 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 2 |
Carr Financial Group Corp | 2 | 2 | 0.16% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
CUMBERLAND ADVISORS INC | 1 | 1 | 8.00% | 8.00% | 8.00% | Q2 2018 | Q2 2018 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
TIAA, FSB | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2023 | Q1 2023 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
AXS Investments LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2018 | Q3 2018 | 1 |
Sowa Financial Group, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Summit X, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2023 | Q3 2023 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 1.49% | 1.49% | 1.49% | Q2 2023 | Q2 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
VESTOR CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
CATAWBA CAPITAL MANAGEMENT /VA | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Wealth Enhancement & Preservation of GA, LLC | 1 | 1 | 3.06% | 3.06% | 3.06% | Q4 2021 | Q4 2021 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Pension Partners, LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q3 2018 | Q3 2018 | 1 |
Gateway Advisory, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2018 | Q4 2018 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q1 2022 | Q1 2022 | 1 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q2 2023 | 1 |
TKG Advisors, LLC | 1 | 1 | 1.40% | 1.40% | 1.40% | Q4 2021 | Q4 2021 | 1 |
Well Done, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Dragon Financial & Investment Group, LLC | 1 | 1 | 13.46% | 13.46% | 13.46% | Q3 2018 | Q3 2018 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Koesten, Hirschmann & Crabtree, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2020 | Q1 2020 | 1 |
RFG HOLDINGS, INC. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
Clear Perspectives Financial Planning, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ascension Capital Advisors, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Csenge Advisory Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
WELLINGTON MANAGEMENT GROUP LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2020 | Q2 2020 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Spotlight Asset Group, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2020 | Q3 2020 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MCF Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Tidal Investments LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Apeiron RIA LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Ursa Fund Management, LLC | 1 | 1 | 8.83% | 8.83% | 8.83% | Q1 2022 | Q1 2022 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2021 | Q2 2021 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2020 | Q3 2020 | 1 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 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.