Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 38 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 23 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
FIFTH THIRD BANCORP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
STIFEL FINANCIAL CORP | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.02% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Bank of New York Mellon Corp | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Sandy Spring Bank | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
AllSquare Wealth Management LLC | 22 | 22 | 0.46% | 0.59% | 0.77% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Pacific Wealth Strategies Group, Inc. | 22 | 22 | 1.95% | 4.40% | 9.29% | Q2 2018 | Q3 2023 | 22 |
J.P. Morgan Private Wealth Advisors LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
FIRST MANHATTAN CO. LLC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Global Retirement Partners, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 22 | 22 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Argent Trust Co | 22 | 22 | 0.05% | 0.07% | 0.12% | Q2 2018 | Q3 2023 | 22 |
IFG Advisory, LLC | 22 | 22 | 0.09% | 0.19% | 0.47% | Q2 2018 | Q3 2023 | 22 |
Cetera Advisor Networks LLC | 22 | 22 | 0.01% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
StrategIQ Financial Group, LLC | 22 | 22 | 0.13% | 0.24% | 0.49% | Q2 2018 | Q3 2023 | 22 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.18% | 0.40% | 0.73% | Q2 2018 | Q3 2023 | 22 |
US BANCORP \DE\ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
CITIGROUP INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
WHITTIER TRUST CO OF NEVADA INC | 22 | 22 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Highlander Capital Management, LLC | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Capital Advisors, Ltd. LLC | 22 | 22 | 0.07% | 0.15% | 0.26% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
MML INVESTORS SERVICES, LLC | 22 | 22 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Financial Advocates Investment Management | 22 | 22 | 0.05% | 0.07% | 0.11% | Q2 2018 | Q3 2023 | 22 |
Stratos Wealth Partners, LTD. | 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 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.02% | 0.08% | Q1 2016 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
SignalPoint Asset Management, LLC | 22 | 22 | 0.17% | 0.21% | 0.28% | Q2 2018 | Q3 2023 | 22 |
Ancora Advisors LLC | 22 | 22 | 0.02% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
CIBC WORLD MARKET INC. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Kelman-Lazarov, Inc. | 21 | 21 | 0.06% | 0.18% | 0.66% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
BANK OF MONTREAL /CAN/ | 19 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
Cetera Advisors LLC | 21 | 21 | 0.01% | 0.03% | 0.08% | Q3 2018 | Q3 2023 | 21 |
Private Advisor Group, LLC | 19 | 2 | 0.00% | 0.04% | 0.15% | Q2 2018 | Q3 2023 | 21 |
M&T BANK CORP | 15 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 1 | 0.00% | 0.06% | 0.35% | Q2 2018 | Q3 2023 | 21 |
CALTON & ASSOCIATES, INC. | 21 | 21 | 0.09% | 0.18% | 0.31% | Q2 2018 | Q2 2023 | 21 |
SCOTIA CAPITAL INC. | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.04% | 1.43% | 6.12% | Q4 2018 | Q3 2023 | 20 |
Cornerstone Wealth Management, LLC | 16 | 1 | 0.09% | 0.14% | 0.21% | Q2 2018 | Q3 2023 | 20 |
Invesco Ltd. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 20 |
Northeast Financial Consultants Inc | 19 | 1 | 0.04% | 0.05% | 0.12% | Q3 2018 | Q3 2023 | 20 |
MEANS INVESTMENT CO., INC. | 20 | 20 | 0.09% | 0.13% | 0.21% | Q4 2018 | Q3 2023 | 20 |
ROMAN BUTLER FULLERTON & CO | 20 | 20 | 0.45% | 0.64% | 0.88% | Q4 2018 | Q3 2023 | 20 |
HighTower Advisors, LLC | 12 | 8 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
TRUST CO OF VERMONT | 13 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 20 |
Salomon & Ludwin, LLC | 20 | 20 | 0.03% | 0.06% | 0.09% | Q4 2018 | Q3 2023 | 20 |
TSFG, LLC | 19 | 19 | 0.35% | 0.49% | 0.81% | Q1 2019 | Q3 2023 | 19 |
Capital Investment Advisory Services, LLC | 13 | 6 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q3 2023 | 19 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 19 |
AVANTAX ADVISORY SERVICES, INC. | 14 | 5 | 0.00% | 0.01% | 0.10% | Q4 2018 | Q3 2023 | 19 |
Prestige Wealth Management Group LLC | 19 | 19 | 0.01% | 0.09% | 0.32% | Q4 2018 | Q2 2023 | 19 |
Creative Planning | 10 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 19 |
BlackRock Inc. | 11 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 19 |
Advisory Services Network, LLC | 16 | 3 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q2 2023 | 19 |
Kovitz Investment Group Partners, LLC | 19 | 19 | 0.02% | 0.06% | 0.14% | Q1 2019 | Q3 2023 | 19 |
Measured Wealth Private Client Group, LLC | 12 | 1 | 0.09% | 0.14% | 0.30% | Q2 2018 | Q3 2023 | 18 |
WBH ADVISORY INC | 15 | 3 | 0.04% | 0.08% | 0.14% | Q1 2019 | Q3 2023 | 18 |
Belpointe Asset Management LLC | 16 | 2 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q1 2023 | 18 |
B. Riley Wealth Advisors, Inc. | 18 | 18 | 0.01% | 0.07% | 0.23% | Q2 2019 | Q3 2023 | 18 |
Tower Research Capital LLC (TRC) | 11 | 2 | 0.00% | 0.04% | 0.12% | Q2 2018 | Q3 2023 | 18 |
First Horizon Advisors, Inc. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 18 |
American Portfolios Advisors | 18 | 18 | 0.00% | 0.05% | 0.32% | Q2 2018 | Q3 2022 | 18 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 17 | 17 | 0.04% | 0.14% | 0.32% | Q3 2019 | Q3 2023 | 17 |
Essex Financial Services, Inc. | 16 | 1 | 0.06% | 0.13% | 0.17% | Q2 2019 | Q3 2023 | 17 |
LEVEL FOUR ADVISORY SERVICES, LLC | 13 | 4 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 17 |
CREDIT SUISSE AG/ | 12 | 5 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 17 |
CAHILL FINANCIAL ADVISORS INC | 17 | 17 | 0.76% | 1.07% | 1.62% | Q3 2019 | Q3 2023 | 17 |
Lehman & Derafelo Financial Resources LLC | 17 | 17 | 0.12% | 0.15% | 0.18% | Q4 2018 | Q4 2022 | 17 |
Sound Income Strategies, LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
1834 INVESTMENT ADVISORS CO | 17 | 17 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2022 | 17 |
9258 Wealth Management, LLC | 16 | 16 | 0.46% | 0.61% | 0.81% | Q4 2019 | Q3 2023 | 16 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8 | 1 | 0.06% | 0.18% | 0.33% | Q2 2018 | Q4 2022 | 16 |
Bedel Financial Consulting, Inc. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2022 | 16 |
S.A. Mason LLC | 16 | 16 | 0.43% | 0.46% | 0.54% | Q4 2019 | Q3 2023 | 16 |
Merit Financial Group, LLC | 16 | 16 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Asset Dedication, LLC | 15 | 1 | 0.00% | 0.06% | 0.09% | Q1 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Tempus Wealth Planning, LLC | 16 | 16 | 0.37% | 0.83% | 1.58% | Q4 2019 | Q3 2023 | 16 |
American Institute for Advanced Investment Management, LLP | 16 | 16 | 0.27% | 0.31% | 0.46% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.03% | 0.06% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Independent Family Office, LLC | 16 | 16 | 0.36% | 0.84% | 1.76% | Q4 2019 | Q3 2023 | 16 |
Leelyn Smith, LLC | 16 | 16 | 0.00% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Resonant Capital Advisors, LLC | 16 | 16 | 0.61% | 1.09% | 3.85% | Q4 2019 | Q3 2023 | 16 |
Madison Asset Management, LLC | 16 | 16 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Curtis Advisory Group, LLC | 16 | 16 | 0.92% | 2.49% | 7.09% | Q4 2019 | Q3 2023 | 16 |
GOLDMAN SACHS GROUP INC | 9 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 15 |
Carroll Financial Associates, Inc. | 15 | 15 | 0.10% | 0.13% | 0.20% | Q2 2018 | Q4 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.16% | 0.63% | Q1 2020 | Q3 2023 | 15 |
JANE STREET GROUP, LLC | 10 | 5 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 15 |
Choate Investment Advisors | 8 | 7 | 0.00% | 0.05% | 0.40% | Q2 2018 | Q1 2022 | 15 |
WEDBUSH SECURITIES INC | 10 | 5 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 15 |
Jacobi Capital Management LLC | 14 | 14 | 0.02% | 0.02% | 0.04% | Q2 2018 | Q3 2021 | 14 |
Psagot Value Holdings Ltd. | 14 | 14 | 0.00% | 0.03% | 0.09% | Q2 2018 | Q3 2021 | 14 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.78% | 0.89% | 1.03% | Q2 2018 | Q2 2023 | 14 |
PRIVATE TRUST CO NA | 7 | 1 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 14 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 14 |
Ahrens Investment Partners LLC | 8 | 1 | 0.06% | 0.23% | 0.60% | Q2 2018 | Q1 2023 | 13 |
Shepherd Financial Partners LLC | 10 | 3 | 0.04% | 0.10% | 0.15% | Q2 2018 | Q1 2022 | 13 |
CAPTRUST FINANCIAL ADVISORS | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 13 |
Claraphi Advisory Network, LLC | 7 | 6 | 0.04% | 0.20% | 0.30% | Q4 2018 | Q4 2022 | 13 |
Janney Montgomery Scott LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.03% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 13 |
Tradition Wealth Management, LLC | 12 | 12 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.18% | 1.61% | 3.99% | Q4 2020 | Q3 2023 | 12 |
NEXT Financial Group, Inc | 6 | 2 | 0.00% | 0.03% | 0.12% | Q3 2018 | Q4 2021 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.05% | 0.06% | 0.07% | Q4 2018 | Q3 2021 | 12 |
Rockefeller Capital Management L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.00% | 0.03% | 0.09% | Q4 2020 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 0.20% | 0.26% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Compton Wealth Advisory Group, LLC | 12 | 12 | 0.22% | 2.86% | 6.23% | Q4 2018 | Q3 2021 | 12 |
AE Wealth Management LLC | 6 | 1 | 0.00% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 12 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.11% | 0.33% | Q1 2021 | Q3 2023 | 11 |
Bison Wealth, LLC | 11 | 11 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q2 2022 | 11 |
Cetera Investment Advisers | 7 | 4 | 0.01% | 0.03% | 0.10% | Q4 2020 | Q3 2023 | 11 |
Capital Analysts, LLC | 7 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 11 |
NATIXIS | 7 | 4 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 11 |
Parallel Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
WINTRUST INVESTMENTS LLC | 11 | 11 | 0.04% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 11 | 11 | 0.14% | 0.18% | 0.26% | Q2 2018 | Q4 2020 | 11 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Gator Capital Management, LLC | 8 | 3 | 0.40% | 0.56% | 0.63% | Q2 2018 | Q3 2023 | 11 |
CWM, LLC | 8 | 3 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 11 |
KINGS POINT CAPITAL MANAGEMENT | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 10 |
360 Financial, Inc. | 4 | 1 | 0.13% | 0.14% | 0.17% | Q4 2019 | Q2 2023 | 10 |
Miller Investment Management, LP | 6 | 4 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 10 |
RVW Wealth, LLC | 5 | 2 | 0.00% | 1.70% | 4.05% | Q1 2019 | Q4 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Founders Financial Alliance, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2022 | 10 |
HUNTINGTON NATIONAL BANK | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
First Allied Advisory Services, Inc. | 10 | 10 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q3 2020 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 10 |
Legacy Capital Wealth Partners, LLC | 10 | 10 | 2.53% | 4.97% | 6.02% | Q2 2021 | Q3 2023 | 10 |
Wealthcare Advisory Partners LLC | 8 | 1 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q1 2021 | 9 |
Addison Advisors LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
FineMark National Bank & Trust | 9 | 9 | 0.01% | 0.04% | 0.05% | Q2 2018 | Q2 2020 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q4 2021 | 9 |
Banco Santander, S.A. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 1.03% | 2.92% | Q4 2019 | Q3 2023 | 9 |
Pure Financial Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2023 | 9 |
SYNOVUS FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
Prospera Financial Services Inc | 8 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 9 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
Old North State Trust, LLC | 6 | 3 | 0.01% | 0.04% | 0.09% | Q3 2020 | Q1 2023 | 9 |
Bickling Financial Services, Inc. | 9 | 9 | 0.27% | 0.36% | 0.41% | Q4 2020 | Q4 2022 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.36% | 0.42% | 0.50% | Q3 2021 | Q3 2023 | 9 |
MUHLENKAMP & CO INC | 4 | 2 | 0.18% | 0.86% | 1.94% | Q2 2018 | Q1 2022 | 8 |
BARCLAYS PLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 8 |
Capital Market Strategies LLC | 5 | 3 | 0.25% | 0.26% | 0.28% | Q4 2021 | Q4 2023 | 8 |
Fusion Family Wealth LLC | 8 | 8 | 0.01% | 0.47% | 1.89% | Q2 2018 | Q1 2020 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Squar Milner Financial Services LLC | 5 | 3 | 0.13% | 0.21% | 0.29% | Q2 2018 | Q2 2020 | 8 |
Aptus Capital Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 8 |
Destination Wealth Management | 8 | 8 | 0.07% | 0.21% | 0.24% | Q2 2018 | Q1 2020 | 8 |
Sigma Planning Corp | 7 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Triton Wealth Management, PLLC | 6 | 1 | 0.12% | 0.15% | 0.22% | Q2 2020 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WOLFF WIESE MAGANA LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Renaissance Technologies | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 8 |
Fermata Advisors, LLC | 7 | 1 | 0.07% | 1.21% | 2.43% | Q3 2021 | Q3 2023 | 8 |
Covington Capital Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
BLAIR WILLIAM & CO/IL | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
Csenge Advisory Group | 3 | 1 | 0.03% | 0.16% | 0.56% | Q3 2018 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.41% | 0.44% | 0.48% | Q1 2021 | Q3 2023 | 8 |
Wealth Management Solutions, LLC | 8 | 8 | 0.18% | 0.20% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Winch Advisory Services, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2021 | 7 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 7 |
COURIER CAPITAL LLC | 7 | 7 | 0.10% | 0.10% | 0.11% | Q2 2018 | Q4 2019 | 7 |
Realta Investment Advisors | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.03% | 0.07% | 0.26% | Q2 2018 | Q4 2019 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.16% | 0.19% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Patriot Financial Group Insurance Agency, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2022 | 7 |
Bell Rock Capital LLC | 7 | 7 | 0.08% | 0.11% | 0.14% | Q2 2018 | Q4 2019 | 7 |
Baird Financial Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Gradient Investments LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 7 |
Clark Capital Management Group, Inc. | 3 | 1 | 0.75% | 1.66% | 2.92% | Q4 2019 | Q3 2023 | 6 |
BB&T SECURITIES, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2019 | 6 |
CENTAURUS FINANCIAL, INC. | 4 | 1 | 0.01% | 0.04% | 0.07% | Q2 2018 | Q4 2022 | 6 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 3 | 1 | 0.05% | 0.11% | 0.18% | Q2 2018 | Q3 2022 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 6 |
Stokes Family Office, LLC | 6 | 6 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Psagot Value Holdings Ltd. / (Israel) | 6 | 6 | 0.05% | 0.10% | 0.15% | Q3 2021 | Q4 2022 | 6 |
MADISON INVESTMENT HOLDINGS INC | 6 | 6 | 0.03% | 0.09% | 0.22% | Q2 2018 | Q3 2019 | 6 |
Bay Harbor Wealth Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2020 | 6 |
PEDDOCK CAPITAL ADVISORS, LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2020 | 6 |
JAMES INVESTMENT RESEARCH INC | 6 | 6 | 0.01% | 0.09% | 0.14% | Q3 2021 | Q4 2022 | 6 |
Truvestments Capital LLC | 4 | 2 | 1.13% | 1.36% | 1.64% | Q2 2018 | Q4 2019 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.02% | 0.05% | 0.17% | Q3 2018 | Q4 2019 | 6 |
SUNTRUST BANKS INC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
M Holdings Securities, Inc. | 3 | 3 | 0.17% | 0.21% | 0.24% | Q2 2018 | Q4 2019 | 6 |
Advisors Preferred, LLC | 5 | 1 | 0.05% | 0.09% | 0.15% | Q1 2019 | Q3 2020 | 6 |
Atria Wealth Solutions, Inc. | 5 | 1 | 0.01% | 0.04% | 0.09% | Q1 2022 | Q3 2023 | 6 |
Atria Investments, Inc | 5 | 1 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q2 2022 | 6 |
SRS Capital Advisors, Inc. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2020 | 6 |
Guidant Wealth Advisors | 6 | 6 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q3 2019 | 6 |
TAP Consulting, LLC | 4 | 1 | 0.02% | 0.29% | 0.46% | Q1 2019 | Q4 2021 | 6 |
Intercontinental Wealth Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2019 | 5 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.01% | 0.06% | 0.11% | Q1 2020 | Q1 2023 | 5 |
Sowa Financial Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
BAROMETER CAPITAL MANAGEMENT INC. | 3 | 1 | 0.05% | 0.13% | 0.33% | Q2 2019 | Q4 2022 | 5 |
American Financial Network Advisory Services LLC | 5 | 5 | 0.16% | 0.18% | 0.22% | Q2 2018 | Q2 2019 | 5 |
BlueCrest Capital Management Ltd | 4 | 1 | 0.01% | 0.03% | 0.10% | Q1 2021 | Q2 2023 | 5 |
Western Wealth Management, LLC | 3 | 1 | 0.01% | 0.03% | 0.07% | Q4 2018 | Q3 2022 | 5 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 5 |
First Command Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Allen Capital Group, LLC | 3 | 2 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 5 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
SeaCrest Wealth Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2022 | 5 |
Almanack Investment Partners, LLC. | 5 | 5 | 0.06% | 1.08% | 1.95% | Q3 2018 | Q3 2019 | 5 |
WHITTIER TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Ruggie Capital Group | 4 | 1 | 0.65% | 1.67% | 2.92% | Q2 2018 | Q3 2019 | 5 |
Petix & Botte Co | 3 | 2 | 0.12% | 0.13% | 0.13% | Q3 2021 | Q3 2023 | 5 |
MCF Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Centennial Wealth Advisory LLC | 3 | 1 | 0.13% | 1.68% | 2.87% | Q4 2020 | Q3 2023 | 5 |
ATLAS CAPITAL ADVISORS LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
AdvisorNet Financial, Inc | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2021 | 5 |
Mirae Asset Global Investments Co., Ltd. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 5 |
V Wealth Advisors LLC | 5 | 5 | 0.07% | 0.20% | 0.27% | Q3 2021 | Q3 2022 | 5 |
First Command Financial Services, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
TORONTO DOMINION BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 5 |
GPS Wealth Strategies Group, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
SigFig Wealth Management, LLC | 3 | 1 | 0.04% | 0.16% | 0.28% | Q4 2020 | Q3 2023 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
SFG Wealth Management, LLC. | 4 | 4 | 0.39% | 0.40% | 0.42% | Q4 2021 | Q3 2022 | 4 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 3 | 1 | 0.05% | 0.09% | 0.13% | Q3 2021 | Q3 2023 | 4 |
FundX Investment Group, LLC | 3 | 1 | 0.56% | 1.62% | 2.70% | Q4 2019 | Q4 2021 | 4 |
Smart Portfolios, LLC | 4 | 4 | 2.54% | 3.93% | 5.59% | Q2 2018 | Q1 2019 | 4 |
MEEDER ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 4 |
Advisory Alpha, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 4 |
Next Capital Management LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q3 2019 | 4 |
Sturgeon Ventures LLP | 4 | 4 | 0.10% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Continuum Advisory, LLC | 2 | 1 | 0.06% | 0.10% | 0.19% | Q2 2021 | Q3 2023 | 4 |
Concorde Asset Management, LLC | 2 | 1 | 0.20% | 0.30% | 0.36% | Q1 2021 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Mariner, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Legacy Financial Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
GeoWealth Management, LLC | 1 | 1 | 0.03% | 0.56% | 1.34% | Q3 2019 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 4 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.59% | 0.74% | 0.83% | Q2 2021 | Q1 2022 | 4 |
HBW ADVISORY SERVICES LLC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q3 2021 | Q1 2023 | 4 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
10-15 ASSOCIATES, INC. | 4 | 4 | 0.25% | 0.25% | 0.26% | Q3 2019 | Q2 2020 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q2 2021 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Nan Shan Life Insurance Co., Ltd. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q3 2018 | Q2 2019 | 4 |
Merriman Wealth Management, LLC | 4 | 4 | 0.78% | 0.96% | 1.48% | Q1 2019 | Q4 2019 | 4 |
Hudock, Inc. | 4 | 4 | 0.07% | 0.11% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Kovack Advisors, Inc. | 4 | 4 | 0.10% | 0.11% | 0.13% | Q2 2021 | Q1 2022 | 4 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2020 | 4 |
Virtue Capital Management, LLC | 3 | 1 | 0.07% | 0.16% | 0.25% | Q4 2020 | Q4 2022 | 4 |
OXFORD FINANCIAL GROUP, LTD. LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2022 | 4 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.00% | 0.01% | 0.04% | Q3 2021 | Q3 2023 | 4 |
PARK AVENUE SECURITIES LLC | 2 | 1 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 4 |
COBIZ WEALTH, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2019 | 4 |
B. Riley Wealth Management, Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 4 |
Laurel Wealth Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
PRUDENTIAL PLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WealthTrust Fairport, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
NOMURA ASSET MANAGEMENT CO LTD | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 4 |
First Capital Advisors Group, LLC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 4 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.02% | 0.24% | 0.63% | Q2 2019 | Q2 2022 | 4 |
CNB Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Clarkston Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 3 |
H&H Retirement Design & Management INC | 3 | 3 | 0.72% | 0.77% | 0.80% | Q1 2023 | Q3 2023 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q3 2019 | 3 |
Sargent Bickham Lagudis LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
WEALTHSOURCE PARTNERS, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q4 2019 | 3 |
Cedar Brook Financial Partners, LLC | 2 | 1 | 0.12% | 0.14% | 0.15% | Q4 2019 | Q1 2021 | 3 |
BANK HAPOALIM BM | 2 | 1 | 0.05% | 0.07% | 0.08% | Q2 2018 | Q4 2019 | 3 |
Mutual Advisors, LLC | 2 | 1 | 0.05% | 0.11% | 0.23% | Q2 2018 | Q4 2019 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
WealthBridge Capital Management, LLC | 3 | 3 | 0.12% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Integrated Wealth Concepts LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Allworth Financial LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 3 |
Carnegie Capital Asset Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 3 | 3 | 0.60% | 1.11% | 1.93% | Q4 2021 | Q2 2022 | 3 |
CIBC Private Wealth Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 3 |
Live Your Vision, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 3 |
SVB WEALTH LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
NorthCrest Asset Manangement, LLC | 3 | 3 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Biondo Investment Advisors, LLC | 3 | 3 | 0.18% | 0.19% | 0.19% | Q2 2018 | Q4 2018 | 3 |
Planning Solutions Group LLC | 3 | 3 | 0.67% | 0.67% | 0.67% | Q4 2018 | Q2 2019 | 3 |
FIRST COMMUNITY TRUST NA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
NORTHERN CAPITAL MANAGEMENT LLC | 3 | 3 | 1.24% | 1.28% | 1.32% | Q2 2018 | Q4 2018 | 3 |
BDO Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 3 | 3 | 0.28% | 0.37% | 0.54% | Q2 2021 | Q4 2021 | 3 |
Kalos Management, Inc. | 3 | 3 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q2 2023 | 3 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 3 |
Stegent Equity Advisors, Inc. | 3 | 3 | 0.98% | 1.86% | 2.68% | Q4 2021 | Q2 2022 | 3 |
Capital Asset Advisory Services LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2021 | 3 |
Ausdal Financial Partners, Inc. | 3 | 3 | 0.07% | 0.07% | 0.08% | Q3 2021 | Q1 2022 | 3 |
Avestar Capital, LLC | 3 | 3 | 0.13% | 0.14% | 0.16% | Q3 2022 | Q1 2023 | 3 |
Cassaday & Co Wealth Management LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
MYCIO WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Fiduciary Group LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
LifePlan Financial Group, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Asio Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Virtu Financial LLC | 2 | 2 | 0.11% | 0.14% | 0.18% | Q1 2019 | Q2 2019 | 2 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 2 |
Cornerstone Planning Group LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 2 |
KWMG, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
MAI Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 1.02% | 1.05% | 1.07% | Q4 2021 | Q1 2022 | 2 |
Breakwater Capital Group | 2 | 2 | 0.21% | 0.28% | 0.34% | Q2 2023 | Q3 2023 | 2 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
HWG Holdings LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Sheaff Brock Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Lehman Financial Resources, Inc. | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2018 | Q3 2018 | 2 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.75% | 0.88% | 1.02% | Q2 2020 | Q4 2020 | 2 |
Occidental Asset Management, LLC | 2 | 2 | 0.67% | 0.68% | 0.68% | Q3 2018 | Q4 2018 | 2 |
SG Americas Securities, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
YALE UNIVERSITY | 2 | 2 | 0.54% | 1.51% | 2.48% | Q2 2018 | Q3 2018 | 2 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 2 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 2 |
Financial Architects, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Eagle Capital Management, LLC | 2 | 2 | 4.25% | 4.30% | 4.36% | Q2 2018 | Q3 2018 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Creative Capital Management Investments LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Kingfisher Capital LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q3 2019 | Q4 2019 | 2 |
Belvedere Trading LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q1 2022 | 2 |
Simplicity Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2020 | 2 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 2 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2020 | 2 |
Dynasty Wealth Management, LLC | 2 | 2 | 1.79% | 2.34% | 2.90% | Q2 2018 | Q3 2018 | 2 |
GSA CAPITAL PARTNERS LLP | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Clarus Wealth Advisors | 2 | 2 | 0.12% | 0.16% | 0.21% | Q3 2018 | Q4 2018 | 2 |
Blackhawk Capital Partners LLC. | 2 | 2 | 0.48% | 0.66% | 0.84% | Q2 2018 | Q3 2018 | 2 |
WFA of San Diego, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TAGStone Capital, Inc. | 2 | 2 | 0.30% | 0.30% | 0.31% | Q4 2021 | Q1 2022 | 2 |
TFG Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Pictet North America Advisors SA | 1 | 1 | 1.54% | 1.54% | 1.54% | Q2 2018 | Q2 2018 | 1 |
ROOSEVELT INVESTMENT GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Marshall Financial Group LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
BANQUE PICTET & CIE SA | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2018 | Q2 2018 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 4.70% | 4.70% | 4.70% | Q4 2019 | Q4 2019 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Clarity Financial LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q2 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
JOHNSON INVESTMENT COUNSEL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Portfolio Strategies, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BigSur Wealth Management LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2023 | Q1 2023 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Brookstone Capital Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q1 2021 | Q1 2021 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 2.45% | 2.45% | 2.45% | Q4 2022 | Q4 2022 | 1 |
AXS Investments LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2021 | Q1 2021 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Certified Advisory Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Jackson, Grant Investment Advisers, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
FIFTH THIRD SECURITIES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Guild Investment Management, Inc. | 1 | 1 | 4.52% | 4.52% | 4.52% | Q3 2018 | Q3 2018 | 1 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
WealthStone, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
RMR Wealth Builders | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
WHITENER CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2019 | Q1 2019 | 1 |
Private Ocean, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
PFG Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
EVERGREEN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
One Capital Management, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2022 | Q1 2022 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Magnus Financial Group LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
PRUDENTIAL FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
CABANA LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 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.