Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2022 | 28 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
SignalPoint Asset Management, LLC | 22 | 22 | 0.33% | 0.54% | 0.79% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 22 | 22 | 0.01% | 0.05% | 0.13% | Q2 2018 | Q3 2023 | 22 |
Tradewinds Capital Management, LLC | 22 | 22 | 0.01% | 1.43% | 8.92% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Global Retirement Partners, LLC | 14 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Allen Capital Group, LLC | 18 | 3 | 0.03% | 0.06% | 0.11% | Q2 2018 | Q3 2023 | 21 |
Capital Analysts, LLC | 20 | 20 | 0.00% | 0.12% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Milestone Advisory Partners | 20 | 20 | 3.09% | 4.77% | 7.65% | Q4 2018 | Q3 2023 | 20 |
B. Riley Wealth Advisors, Inc. | 11 | 9 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 20 |
Raymond James Financial Services Advisors, Inc. | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Sigma Planning Corp | 20 | 20 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q1 2023 | 20 |
Joseph P. Lucia & Associates, LLC | 19 | 19 | 0.28% | 0.97% | 2.33% | Q1 2019 | Q3 2023 | 19 |
Cetera Advisor Networks LLC | 19 | 19 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 19 |
Private Advisor Group, LLC | 15 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 19 |
FMR LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
American Portfolios Advisors | 18 | 18 | 0.00% | 0.05% | 0.08% | Q2 2018 | Q3 2022 | 18 |
WealthOne, LLC | 18 | 18 | 0.11% | 0.29% | 0.58% | Q2 2019 | Q3 2023 | 18 |
Jacobi Capital Management LLC | 17 | 1 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q4 2022 | 18 |
AMERIPRISE FINANCIAL INC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
STIFEL FINANCIAL CORP | 12 | 6 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 18 |
Stelac Advisory Services LLC | 18 | 18 | 0.48% | 1.04% | 2.00% | Q2 2019 | Q3 2023 | 18 |
AlphaStar Capital Management, LLC | 17 | 17 | 0.05% | 0.19% | 0.46% | Q2 2018 | Q2 2022 | 17 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2023 | 17 |
US BANCORP \DE\ | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Friedenthal Financial | 16 | 1 | 1.05% | 1.21% | 1.46% | Q2 2018 | Q3 2023 | 17 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
ENVESTNET ASSET MANAGEMENT INC | 11 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 16 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.30% | 0.41% | 0.54% | Q4 2019 | Q3 2023 | 16 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.04% | 0.29% | Q1 2016 | Q4 2022 | 16 |
CITIGROUP INC | 13 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 16 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 7 | 0.00% | 1.39% | 7.16% | Q1 2019 | Q4 2022 | 15 |
First Heartland Consultants, Inc. | 9 | 6 | 0.03% | 0.34% | 0.87% | Q4 2018 | Q2 2023 | 15 |
Wealthcare Advisory Partners LLC | 8 | 1 | 0.00% | 0.07% | 0.22% | Q2 2018 | Q1 2023 | 15 |
Tower Research Capital LLC (TRC) | 12 | 3 | 0.00% | 0.02% | 0.09% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 10 | 5 | 0.01% | 0.08% | 0.29% | Q2 2019 | Q3 2023 | 15 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 15 |
TRUIST FINANCIAL CORP | 8 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.53% | 0.84% | 1.20% | Q2 2018 | Q2 2023 | 14 |
Lido Advisors, LLC | 9 | 5 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 14 |
SRS Capital Advisors, Inc. | 10 | 4 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
Financial Gravity Asset Management, Inc. | 5 | 2 | 0.00% | 0.21% | 1.05% | Q2 2018 | Q3 2023 | 14 |
Citadel Advisors | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 14 |
Advisory Services Network, LLC | 8 | 1 | 0.00% | 0.00% | 0.04% | Q2 2018 | Q3 2023 | 14 |
Carroll Financial Associates, Inc. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2021 | 13 |
CAPTRUST FINANCIAL ADVISORS | 12 | 1 | 0.00% | 0.01% | 0.12% | Q3 2018 | Q2 2022 | 13 |
GOLDMAN SACHS GROUP INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 13 |
Laurel Wealth Advisors, Inc. | 8 | 5 | 0.02% | 0.08% | 0.24% | Q1 2019 | Q4 2022 | 13 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
RAYMOND JAMES & ASSOCIATES | 8 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 12 |
Kestra Advisory Services, LLC | 10 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 12 |
AE Wealth Management LLC | 9 | 1 | 0.00% | 0.04% | 0.19% | Q1 2019 | Q4 2022 | 12 |
Ausdal Financial Partners, Inc. | 10 | 2 | 0.03% | 0.08% | 0.19% | Q3 2019 | Q3 2023 | 12 |
BANK OF MONTREAL /CAN/ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
NEXT Financial Group, Inc | 11 | 11 | 0.01% | 0.04% | 0.10% | Q2 2019 | Q4 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Mutual Advisors, LLC | 9 | 1 | 0.01% | 0.05% | 0.07% | Q2 2018 | Q2 2023 | 10 |
Advisory Alpha, LLC | 8 | 2 | 0.00% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 10 |
Savior LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 10 |
PLANNING DIRECTIONS INC | 5 | 1 | 0.16% | 0.22% | 0.29% | Q1 2019 | Q4 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 10 |
Certified Advisory Corp | 9 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2021 | 10 |
NewEdge Advisors, LLC | 8 | 2 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q4 2022 | 10 |
JANE STREET GROUP, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 9 |
Front Row Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
Qube Research & Technologies Ltd | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
MONEY CONCEPTS CAPITAL CORP | 7 | 2 | 0.01% | 0.18% | 0.66% | Q4 2020 | Q2 2023 | 9 |
Kaizen Financial Strategies | 8 | 1 | 0.17% | 0.23% | 0.29% | Q1 2021 | Q2 2023 | 9 |
AVANTAX ADVISORY SERVICES, INC. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Walker Asset Management, LLC | 8 | 8 | 0.28% | 0.32% | 0.36% | Q1 2022 | Q4 2023 | 8 |
BLAIR WILLIAM & CO/IL | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
PGIM Custom Harvest LLC | 4 | 4 | 0.00% | 0.06% | 0.13% | Q4 2020 | Q3 2023 | 8 |
Kalos Management, Inc. | 6 | 2 | 0.09% | 2.31% | 4.72% | Q2 2019 | Q2 2023 | 8 |
Belpointe Asset Management LLC | 8 | 8 | 0.00% | 0.02% | 0.02% | Q2 2021 | Q1 2023 | 8 |
WealthShield Partners, LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 8 |
Tradition Wealth Management, LLC | 7 | 1 | 0.00% | 0.08% | 0.22% | Q4 2020 | Q4 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Advisors Preferred, LLC | 4 | 1 | 0.00% | 0.05% | 0.19% | Q3 2018 | Q1 2023 | 8 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.11% | 0.13% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Delos Wealth Advisors, LLC | 7 | 7 | 0.68% | 2.44% | 4.62% | Q1 2022 | Q3 2023 | 7 |
Capital Investment Advisory Services, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 7 |
MML INVESTORS SERVICES, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 7 |
TD Waterhouse Canada Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
LINCOLN NATIONAL CORP | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Steward Partners Investment Advisory, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.02% | 0.06% | 0.09% | Q2 2018 | Q4 2019 | 7 |
JPMORGAN CHASE & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 7 |
Old Port Advisors | 6 | 1 | 0.10% | 0.12% | 0.14% | Q4 2018 | Q3 2020 | 7 |
Freedom Investment Management, Inc. | 6 | 1 | 0.03% | 0.15% | 0.22% | Q4 2021 | Q3 2023 | 7 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 6 |
Equitable Holdings, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Flaharty Asset Management, LLC | 6 | 6 | 3.23% | 3.32% | 3.40% | Q2 2022 | Q3 2023 | 6 |
First Horizon Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
WealthCare Investment Partners, LLC | 6 | 6 | 1.24% | 2.57% | 3.33% | Q2 2022 | Q3 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 6 |
Vista Private Wealth Partners. LLC | 5 | 5 | 0.14% | 0.16% | 0.17% | Q4 2018 | Q4 2019 | 5 |
CX Institutional | 5 | 5 | 0.02% | 0.04% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Capital Asset Advisory Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Cedar Brook Financial Partners, LLC | 5 | 5 | 0.08% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Atria Investments, Inc | 5 | 5 | 0.01% | 0.07% | 0.27% | Q1 2019 | Q1 2020 | 5 |
Cetera Investment Advisers | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Rockefeller Capital Management L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q2 2020 | 5 |
Wagner Wealth Management, LLC | 3 | 2 | 0.01% | 0.05% | 0.08% | Q2 2018 | Q2 2021 | 5 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 2 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q2 2023 | 5 |
Larson Financial Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
AlphaCore Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
J.W. COLE ADVISORS, INC. | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q4 2022 | 5 |
Jackson Wealth Management, LLC | 5 | 5 | 0.18% | 0.39% | 0.94% | Q3 2022 | Q3 2023 | 5 |
Csenge Advisory Group | 5 | 5 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q2 2023 | 5 |
Capital Advisory Group Advisory Services, LLC | 4 | 4 | 0.01% | 0.03% | 0.10% | Q4 2019 | Q3 2020 | 4 |
Hudock, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Belvedere Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 4 |
Prospera Financial Services Inc | 3 | 1 | 0.00% | 0.05% | 0.08% | Q2 2019 | Q1 2022 | 4 |
DENVER WEALTH MANAGEMENT, INC. | 4 | 4 | 0.43% | 0.64% | 0.94% | Q4 2022 | Q3 2023 | 4 |
Strategic Advisors LLC | 4 | 4 | 0.24% | 0.25% | 0.27% | Q1 2019 | Q4 2019 | 4 |
PSI Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2018 | Q4 2019 | 4 |
CENTAURUS FINANCIAL, INC. | 3 | 1 | 0.01% | 0.08% | 0.11% | Q2 2018 | Q4 2019 | 4 |
Kapstone Financial Advisors LLC | 4 | 4 | 0.18% | 0.21% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Main Street Financial Solutions, LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 4 |
Phocas Financial Corp. | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2022 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sowell Financial Services LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
CALTON & ASSOCIATES, INC. | 4 | 4 | 0.31% | 1.11% | 1.53% | Q2 2022 | Q1 2023 | 4 |
Anchor Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 4 |
Summit X, LLC | 4 | 4 | 0.26% | 0.27% | 0.28% | Q1 2019 | Q4 2019 | 4 |
PRUDENTIAL FINANCIAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
IMC-Chicago, LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2021 | 4 |
Mosaic Family Wealth, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q1 2019 | 4 |
HighTower Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 4 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 4 |
Worth Asset Management, LLC | 4 | 4 | 0.04% | 2.37% | 3.64% | Q1 2022 | Q4 2022 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.07% | 0.10% | 0.16% | Q3 2018 | Q2 2019 | 4 |
Rockbridge Investment Management, LCC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2021 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 3 |
Riggs Asset Managment Co. Inc. | 3 | 3 | 0.07% | 1.47% | 2.47% | Q1 2022 | Q3 2022 | 3 |
PRIVATE TRUST CO NA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Prime Capital Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.02% | 0.16% | 0.24% | Q1 2019 | Q3 2019 | 3 |
NIEMANN CAPITAL MANAGEMENT INC | 3 | 3 | 4.04% | 5.22% | 6.74% | Q2 2019 | Q4 2019 | 3 |
Dynamic Advisor Solutions LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q4 2022 | 3 |
NTB Financial Corp | 3 | 3 | 0.81% | 0.89% | 0.96% | Q4 2021 | Q2 2022 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2019 | 3 |
55I, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Bison Wealth, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q2 2020 | 3 |
Alpha Omega Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.02% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 3 |
Trinity Legacy Partners, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q3 2021 | Q1 2022 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
OPPENHEIMER & CO INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Baird Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Regal Investment Advisors LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2019 | Q3 2019 | 3 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
FURE FINANCIAL CORP | 2 | 2 | 0.92% | 1.05% | 1.18% | Q4 2019 | Q1 2020 | 2 |
Stratos Wealth Partners, LTD. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
SIMPLEX TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Sanctuary Wealth Management, L.L.C. | 2 | 2 | 0.05% | 0.09% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 2 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Fulcrum Equity Management | 2 | 2 | 2.09% | 2.09% | 2.09% | Q3 2022 | Q4 2022 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 2 |
Truvestments Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
BB&T SECURITIES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
D.A. DAVIDSON & CO. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Snowden Capital Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Executive Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
TWO SIGMA INVESTMENTS, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
JD Financial Services Inc. | 2 | 2 | 0.36% | 0.75% | 1.13% | Q1 2021 | Q2 2021 | 2 |
Creative Planning | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
MBL Wealth, LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q1 2022 | Q2 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
DEUTSCHE BANK AG\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Brookstone Capital Management | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Total Clarity Wealth Management, Inc. | 2 | 2 | 0.23% | 0.25% | 0.27% | Q3 2022 | Q4 2022 | 2 |
WESPAC Advisors, LLC | 2 | 2 | 0.36% | 0.40% | 0.43% | Q2 2023 | Q3 2023 | 2 |
PFG Advisors | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2019 | Q2 2019 | 2 |
Western Wealth Management, LLC | 1 | 1 | 0.04% | 0.08% | 0.11% | Q1 2020 | Q4 2021 | 2 |
Horan Securities, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Cetera Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
CERTUITY, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q4 2021 | Q4 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Diversified, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
ProVise Management Group, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2018 | Q4 2018 | 1 |
Ken Stern & Associates, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2018 | Q3 2018 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Dakota Wealth Management | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Epic Trust Investment Advisors, LLC | 1 | 1 | 1.72% | 1.72% | 1.72% | Q2 2022 | Q2 2022 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
FIRST CITIZENS BANK & TRUST CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
STUDIO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
AFFINITY WEALTH MANAGEMENT LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q4 2018 | Q4 2018 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Sound Financial Strategies Group, LLC | 1 | 1 | 1.31% | 1.31% | 1.31% | Q4 2019 | Q4 2019 | 1 |
Wealth Enhancement & Preservation of GA, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2019 | Q4 2019 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
CoreFirst Bank & Trust | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
COWA, LLC | 1 | 1 | 1.57% | 1.57% | 1.57% | Q4 2021 | Q4 2021 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
HC Advisors, LLC | 1 | 1 | 2.05% | 2.05% | 2.05% | Q4 2019 | Q4 2019 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
New England Investment & Retirement Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Lenox Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 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.