Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Hartford Financial Management Inc. | 22 | 22 | 0.08% | 0.09% | 0.11% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 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 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
US BANCORP \DE\ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
SignalPoint Asset Management, LLC | 22 | 22 | 0.28% | 0.39% | 0.54% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
LPL Financial LLC | 13 | 8 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 21 |
Flaharty Asset Management, LLC | 20 | 1 | 0.00% | 3.11% | 4.25% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
Peak Financial Management, Inc. | 20 | 20 | 0.41% | 0.51% | 0.76% | Q4 2018 | Q3 2023 | 20 |
FMR LLC | 13 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
Cetera Advisor Networks LLC | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
CITIGROUP INC | 16 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 18 |
American Portfolios Advisors | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2022 | 18 |
Friedenthal Financial | 16 | 1 | 1.24% | 1.69% | 1.97% | Q2 2018 | Q3 2023 | 17 |
RAYMOND JAMES & ASSOCIATES | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 14 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 16 |
GREAT VALLEY ADVISOR GROUP, INC. | 11 | 5 | 0.01% | 0.03% | 0.09% | Q4 2018 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
MML INVESTORS SERVICES, LLC | 14 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 15 |
Lido Advisors, LLC | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 15 |
Financial Gravity Asset Management, Inc. | 5 | 2 | 0.00% | 0.09% | 0.36% | Q2 2018 | Q3 2023 | 14 |
Steward Partners Investment Advisory, LLC | 11 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 14 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 14 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 1.28% | 1.49% | 1.85% | Q2 2018 | Q2 2023 | 14 |
J.P. Morgan Private Wealth Advisors LLC | 13 | 13 | 0.00% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2022 | 13 |
Financial Advocates Investment Management | 12 | 1 | 0.00% | 0.03% | 0.07% | Q3 2018 | Q1 2023 | 13 |
Asset Planning Services, Ltd. | 13 | 13 | 0.22% | 0.25% | 0.29% | Q4 2018 | Q4 2021 | 13 |
Private Advisor Group, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 12 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 1 | 0.01% | 0.13% | 0.16% | Q3 2020 | Q3 2023 | 12 |
McKinley Carter Wealth Services, Inc. | 12 | 12 | 0.08% | 0.20% | 0.44% | Q4 2020 | Q3 2023 | 12 |
GOLDMAN SACHS GROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 12 |
HighTower Advisors, LLC | 12 | 12 | 0.00% | 0.05% | 0.13% | Q4 2020 | Q3 2023 | 12 |
IFP Advisors, Inc | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 11 |
Equitable Holdings, Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Bison Wealth, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 11 |
Bridge Advisory, LLC | 11 | 11 | 0.22% | 0.62% | 0.92% | Q1 2021 | Q3 2023 | 11 |
AlphaStar Capital Management, LLC | 7 | 4 | 0.02% | 0.22% | 0.77% | Q2 2018 | Q2 2022 | 11 |
WNY Asset Management, LLC | 11 | 11 | 0.12% | 0.32% | 0.47% | Q1 2021 | Q3 2023 | 11 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 10 |
PNC FINANCIAL SERVICES GROUP, INC. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 10 |
North Star Investment Management Corp. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Tower Research Capital LLC (TRC) | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Capital Analysts, LLC | 10 | 10 | 0.00% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
LifePlan Financial Group, Inc | 10 | 10 | 0.00% | 0.64% | 1.28% | Q2 2018 | Q3 2020 | 10 |
BLAIR WILLIAM & CO/IL | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Allworth Financial LP | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 10 |
MEITAV INVESTMENT HOUSE LTD | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
JAMES INVESTMENT RESEARCH INC | 10 | 10 | 0.00% | 0.05% | 0.08% | Q4 2020 | Q1 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 9 | 9 | 0.00% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Carroll Financial Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 9 |
Arkadios Wealth Advisors | 8 | 1 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q1 2022 | 9 |
Kistler-Tiffany Companies, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q2 2023 | 9 |
OPPENHEIMER ASSET MANAGEMENT INC. | 8 | 8 | 0.06% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6 | 2 | 0.06% | 0.09% | 0.18% | Q1 2021 | Q1 2023 | 8 |
Walker Asset Management, LLC | 8 | 8 | 0.24% | 0.27% | 0.30% | Q1 2022 | Q4 2023 | 8 |
Baird Financial Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
PIN OAK INVESTMENT ADVISORS INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Freedom Investment Management, Inc. | 6 | 1 | 0.03% | 0.12% | 0.17% | Q4 2021 | Q3 2023 | 7 |
Harel Insurance Investments & Financial Services Ltd. | 7 | 7 | 0.86% | 0.95% | 1.13% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.02% | 0.05% | 0.10% | Q1 2021 | Q4 2022 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q4 2022 | 7 |
REILLY FINANCIAL ADVISORS, LLC | 6 | 1 | 0.00% | 0.03% | 0.15% | Q2 2019 | Q2 2021 | 7 |
Cetera Advisors LLC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q2 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
Creative Planning | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
ENVESTNET ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
IMC-Chicago, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 7 |
First Heartland Consultants, Inc. | 2 | 2 | 0.03% | 0.48% | 0.92% | Q3 2020 | Q3 2023 | 6 |
STIFEL FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 6 |
Baker Avenue Asset Management, LP | 6 | 6 | 0.02% | 0.49% | 0.82% | Q1 2019 | Q2 2020 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.09% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Maltin Wealth Management, Inc. | 6 | 6 | 0.79% | 0.94% | 1.03% | Q2 2022 | Q3 2023 | 6 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 6 |
WealthCare Investment Partners, LLC | 6 | 6 | 0.25% | 0.33% | 0.37% | Q4 2021 | Q1 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Brick & Kyle, Associates | 6 | 6 | 0.18% | 0.20% | 0.21% | Q2 2022 | Q3 2023 | 6 |
STRATEGY ASSET MANAGERS LLC | 6 | 6 | 0.11% | 0.14% | 0.17% | Q1 2022 | Q2 2023 | 6 |
Asset Management Group, Inc. | 6 | 6 | 0.08% | 0.10% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Csenge Advisory Group | 6 | 6 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q2 2023 | 6 |
Obsidian Personal Planning Solutions LLC | 6 | 6 | 2.76% | 4.05% | 4.59% | Q2 2022 | Q3 2023 | 6 |
NATIONAL BANK OF CANADA /FI/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
JPMORGAN CHASE & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
V Wealth Advisors LLC | 5 | 5 | 0.15% | 0.20% | 0.23% | Q1 2021 | Q1 2022 | 5 |
Raub Brock Capital Management LP | 5 | 5 | 0.08% | 0.09% | 0.10% | Q1 2021 | Q1 2022 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 5 | 5 | 6.47% | 7.66% | 9.80% | Q4 2020 | Q4 2021 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
WHITTIER TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
Advisory Alpha, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q1 2023 | 5 |
SeaCrest Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2022 | 5 |
Moisand Fitzgerald Tamayo, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 5 |
Migdal Insurance & Financial Holdings Ltd. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 5 |
AlphaCore Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
DONALDSON CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.18% | 0.24% | 0.28% | Q2 2021 | Q2 2022 | 5 |
GoalVest Advisory LLC | 2 | 2 | 0.05% | 1.03% | 1.52% | Q1 2021 | Q2 2022 | 4 |
Founders Financial Alliance, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Wealthspire Advisors, L.P. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Miller Investment Management, LP | 4 | 4 | 0.59% | 0.62% | 0.65% | Q4 2022 | Q3 2023 | 4 |
Pinion Investment Advisors, LLC | 4 | 4 | 0.24% | 0.28% | 0.36% | Q2 2021 | Q1 2022 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
PSI Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.27% | 0.28% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Capital Wealth Alliance, LLC | 4 | 4 | 0.37% | 0.54% | 0.67% | Q4 2022 | Q3 2023 | 4 |
Advisors Preferred, LLC | 3 | 1 | 0.02% | 0.06% | 0.15% | Q4 2020 | Q4 2021 | 4 |
Qube Research & Technologies Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2020 | 4 |
Milestone Advisory Partners | 4 | 4 | 0.28% | 0.57% | 0.67% | Q4 2022 | Q3 2023 | 4 |
TRUIST FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
PGIM Custom Harvest LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Wescott Financial Advisory Group, LLC | 4 | 4 | 0.04% | 0.09% | 0.13% | Q1 2022 | Q4 2022 | 4 |
Strategic Blueprint, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Hanson & Doremus Investment Management | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 3 |
Good Life Advisors, LLC | 3 | 3 | 0.09% | 0.10% | 0.13% | Q2 2021 | Q4 2021 | 3 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
Bowman & Co S.C. | 3 | 3 | 0.44% | 3.05% | 4.38% | Q4 2021 | Q2 2022 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 0.35% | 0.38% | 0.40% | Q4 2020 | Q2 2021 | 3 |
Yoder Wealth Management, Inc. | 3 | 3 | 0.24% | 0.25% | 0.26% | Q1 2023 | Q3 2023 | 3 |
PRUDENTIAL FINANCIAL INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Schechter Investment Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.36% | 0.37% | 0.39% | Q4 2019 | Q2 2020 | 3 |
360 Financial, Inc. | 2 | 1 | 0.52% | 2.70% | 3.88% | Q2 2021 | Q3 2023 | 3 |
Kalos Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
CAPTRUST FINANCIAL ADVISORS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 3 |
Atria Wealth Solutions, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 3 |
Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 3 |
CENTRAL TRUST Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Beaumont Asset Management, L.L.C. | 3 | 3 | 0.17% | 0.18% | 0.19% | Q1 2022 | Q3 2022 | 3 |
First National Bank of South Miami | 2 | 2 | 0.08% | 0.09% | 0.09% | Q3 2019 | Q4 2019 | 2 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 2 |
First Horizon Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Key FInancial Inc | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 2 |
Kowal Investment Group, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2022 | Q3 2022 | 2 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Rockefeller Capital Management L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Kore Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2020 | 2 |
McAdam, LLC | 2 | 2 | 0.43% | 0.43% | 0.43% | Q2 2018 | Q3 2018 | 2 |
NewEdge Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Oakworth Capital, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q1 2023 | 2 |
Carnegie Capital Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Regal Investment Advisors LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q2 2022 | 2 |
FRONTIER INVESTMENT MGMT CO | 2 | 2 | 1.10% | 1.19% | 1.29% | Q1 2020 | Q2 2020 | 2 |
OPPENHEIMER & CO INC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q1 2023 | 2 |
Signify Wealth | 2 | 2 | 0.52% | 1.60% | 2.69% | Q1 2022 | Q2 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 2 |
SG Americas Securities, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
PFG Advisors | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Dana Investment Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 2 |
Fulcrum Equity Management | 1 | 1 | 0.12% | 1.09% | 2.06% | Q2 2021 | Q2 2022 | 2 |
Private Advisory Group LLC | 1 | 1 | 0.05% | 0.25% | 0.45% | Q2 2022 | Q1 2023 | 2 |
Jackson Wealth Management, LLC | 2 | 2 | 0.15% | 0.26% | 0.36% | Q4 2022 | Q1 2023 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Worth Asset Management, LLC | 2 | 2 | 0.26% | 1.20% | 2.14% | Q1 2022 | Q2 2022 | 2 |
Destiny Wealth Partners, LLC | 2 | 2 | 2.11% | 2.12% | 2.12% | Q1 2022 | Q2 2022 | 2 |
B. Riley Wealth Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q1 2022 | Q1 2022 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 2.00% | 2.00% | 2.00% | Q1 2022 | Q1 2022 | 1 |
EWG Elevate Inc. | 1 | 1 | 4.32% | 4.32% | 4.32% | Q1 2022 | Q1 2022 | 1 |
VESTOR CAPITAL, LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q2 2018 | Q2 2018 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
STEPHENS INC /AR/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Essex Private Wealth Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
Tradewinds, LLC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
CMC Financial Group | 1 | 1 | 1.88% | 1.88% | 1.88% | Q1 2022 | Q1 2022 | 1 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Southland Equity Partners LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Wealth Enhancement & Preservation of GA, LLC | 1 | 1 | 3.58% | 3.58% | 3.58% | Q1 2022 | Q1 2022 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Econ Financial Services Corp | 1 | 1 | 1.27% | 1.27% | 1.27% | Q4 2018 | Q4 2018 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q2 2022 | Q2 2022 | 1 |
Independent Wealth Network Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Essex Financial Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
New Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q2 2022 | Q2 2022 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Courage Miller Partners, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q1 2020 | Q1 2020 | 1 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Commonwealth Retirement Investments LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Prostatis Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2018 | Q2 2018 | 1 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Financial Services Advisory Inc | 1 | 1 | 1.27% | 1.27% | 1.27% | Q1 2022 | Q1 2022 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
55I, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
One Charles Private Wealth Services, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lavaca Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Ken Stern & Associates, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2018 | Q3 2018 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Empowered Funds, LLC | 1 | 1 | 2.95% | 2.95% | 2.95% | Q2 2022 | Q2 2022 | 1 |
External links
This page lists all the filers that currently own INVESCO EXCHANGE TRADED FD T or have owned INVESCO EXCHANGE TRADED FD T in the past.