Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.01% | 0.01% | 0.03% | Q1 2016 | Q4 2022 | 28 |
RAYMOND JAMES & ASSOCIATES | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2024 | 25 |
Raymond James Financial Services Advisors, Inc. | 25 | 25 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q2 2024 | 25 |
HighTower Advisors, LLC | 25 | 25 | 0.00% | 0.02% | 0.12% | Q2 2018 | Q2 2024 | 25 |
WELLS FARGO & COMPANY/MN | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 25 |
IMA Advisory Services, Inc. | 25 | 25 | 0.05% | 0.24% | 0.68% | Q2 2018 | Q2 2024 | 25 |
MORGAN STANLEY | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2024 | 25 |
Cambridge Investment Research Advisors, Inc. | 25 | 25 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q2 2024 | 25 |
STIFEL FINANCIAL CORP | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2024 | 25 |
BANK OF AMERICA CORP /DE/ | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2024 | 25 |
LPL Financial LLC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2024 | 25 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 25 | 25 | 0.18% | 0.22% | 0.27% | Q2 2018 | Q2 2024 | 25 |
FRG Family Wealth Advisors LLC | 25 | 25 | 0.24% | 0.79% | 1.79% | Q2 2018 | Q2 2024 | 25 |
SignalPoint Asset Management, LLC | 25 | 25 | 0.97% | 1.51% | 2.40% | Q2 2018 | Q2 2024 | 25 |
Geneos Wealth Management Inc. | 25 | 25 | 0.01% | 0.02% | 0.07% | Q2 2018 | Q2 2024 | 25 |
ROYAL BANK OF CANADA | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 25 |
UBS Group AG | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2024 | 25 |
SeaCrest Wealth Management, LLC | 25 | 25 | 0.04% | 0.06% | 0.07% | Q2 2018 | Q2 2024 | 25 |
GOLDMAN SACHS GROUP INC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 25 |
WINTRUST INVESTMENTS LLC | 14 | 10 | 0.05% | 0.10% | 0.19% | Q2 2018 | Q2 2024 | 24 |
AMERIPRISE FINANCIAL INC | 16 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 24 |
Glen Eagle Advisors, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2024 | 24 |
Allen Capital Group, LLC | 18 | 6 | 0.48% | 0.82% | 1.44% | Q2 2018 | Q2 2024 | 24 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2024 | 24 |
ENVESTNET ASSET MANAGEMENT INC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2024 | 24 |
Capital Analysts, LLC | 23 | 23 | 0.01% | 0.07% | 0.11% | Q4 2018 | Q2 2024 | 23 |
MML INVESTORS SERVICES, LLC | 17 | 2 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q2 2024 | 23 |
Carmichael Hill & Associates, Inc. | 22 | 22 | 0.20% | 0.30% | 0.50% | Q1 2019 | Q2 2024 | 22 |
FMR LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2024 | 22 |
MGO ONE SEVEN LLC | 14 | 8 | 0.02% | 0.22% | 1.55% | Q3 2018 | Q2 2024 | 22 |
Joseph P. Lucia & Associates, LLC | 22 | 22 | 1.88% | 3.17% | 5.17% | Q1 2019 | Q2 2024 | 22 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 13 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 21 |
Global Retirement Partners, LLC | 9 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2023 | 21 |
Citadel Advisors | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2024 | 20 |
Financial Architects, Inc | 16 | 4 | 0.06% | 0.12% | 0.18% | Q2 2018 | Q2 2023 | 20 |
Friedenthal Financial | 19 | 1 | 0.38% | 0.63% | 1.64% | Q2 2018 | Q2 2024 | 20 |
PNC FINANCIAL SERVICES GROUP, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 19 |
Cetera Advisor Networks LLC | 10 | 9 | 0.00% | 0.04% | 0.07% | Q2 2018 | Q4 2023 | 19 |
ARKANSAS FINANCIAL GROUP, INC. | 15 | 4 | 0.06% | 0.16% | 0.41% | Q1 2019 | Q2 2024 | 19 |
Lido Advisors, LLC | 15 | 1 | 0.01% | 0.02% | 0.07% | Q1 2019 | Q2 2024 | 19 |
IFP Advisors, Inc | 15 | 3 | 0.00% | 0.00% | 0.03% | Q2 2018 | Q1 2023 | 18 |
HHM Wealth Advisors, LLC | 18 | 18 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q2 2024 | 18 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.42% | 0.49% | 0.56% | Q2 2018 | Q2 2024 | 18 |
Garrison Asset Management, LLC | 9 | 2 | 0.10% | 0.14% | 0.18% | Q2 2018 | Q1 2024 | 18 |
OSAIC HOLDINGS, INC. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2024 | 18 |
Financial Gravity Asset Management, Inc. | 11 | 2 | 0.00% | 0.28% | 1.55% | Q2 2018 | Q1 2024 | 18 |
CVA Family Office, LLC | 14 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2024 | 17 |
Focus Financial Network, Inc. | 8 | 2 | 0.09% | 0.28% | 0.44% | Q1 2019 | Q2 2024 | 17 |
American Portfolios Advisors | 15 | 2 | 0.00% | 0.03% | 0.07% | Q2 2018 | Q3 2022 | 17 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 17 |
CITIGROUP INC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2023 | 17 |
Steward Partners Investment Advisory, LLC | 9 | 7 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 16 |
HOWE & RUSLING INC | 16 | 16 | 0.00% | 0.04% | 0.22% | Q2 2018 | Q1 2022 | 16 |
Regal Investment Advisors LLC | 13 | 1 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q2 2024 | 16 |
ForthRight Wealth Management, LLC | 15 | 15 | 0.84% | 0.98% | 1.19% | Q4 2020 | Q2 2024 | 15 |
ATLAS CAPITAL ADVISORS LLC | 10 | 5 | 0.02% | 0.04% | 0.12% | Q2 2019 | Q1 2023 | 15 |
Kestra Advisory Services, LLC | 13 | 1 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q2 2024 | 14 |
Advisory Services Network, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2023 | 14 |
Freedom Investment Management, Inc. | 14 | 14 | 0.04% | 0.26% | 0.65% | Q1 2021 | Q2 2024 | 14 |
FAS Wealth Partners, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
IMC-Chicago, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 13 |
HARBOUR INVESTMENTS, INC. | 9 | 4 | 0.04% | 0.07% | 0.12% | Q1 2021 | Q2 2024 | 13 |
LVZ, Inc. | 13 | 13 | 0.10% | 0.14% | 0.18% | Q1 2021 | Q1 2024 | 13 |
Creative Planning | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2024 | 13 |
Spire Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 12 |
AlphaStar Capital Management, LLC | 9 | 3 | 0.02% | 0.50% | 1.10% | Q2 2018 | Q1 2022 | 12 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2023 | 12 |
Private Advisor Group, LLC | 12 | 12 | 0.00% | 0.01% | 0.04% | Q3 2021 | Q2 2024 | 12 |
Bison Wealth, LLC | 10 | 2 | 0.00% | 0.02% | 0.09% | Q4 2019 | Q3 2023 | 12 |
Strategic Blueprint, LLC | 12 | 12 | 0.04% | 0.07% | 0.10% | Q3 2021 | Q2 2024 | 12 |
Gradient Investments LLC | 12 | 12 | 0.00% | 0.31% | 1.89% | Q1 2021 | Q4 2023 | 12 |
Janney Montgomery Scott LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 11 |
Guardian Wealth Management, Inc. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2024 | 11 |
Winslow, Evans & Crocker, Inc. | 11 | 11 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q4 2020 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 1 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q4 2021 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2024 | 11 |
BANK OF MONTREAL /CAN/ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 11 |
Sunbelt Securities, Inc. | 11 | 11 | 0.04% | 0.09% | 0.12% | Q4 2021 | Q2 2024 | 11 |
BLAIR WILLIAM & CO/IL | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2024 | 10 |
Walker Asset Management, LLC | 10 | 10 | 0.87% | 0.99% | 1.15% | Q1 2022 | Q2 2024 | 10 |
JAMES INVESTMENT RESEARCH, INC. | 10 | 10 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q1 2023 | 10 |
VALLEY NATIONAL ADVISERS INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 10 |
Federation des caisses Desjardins du Quebec | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2024 | 10 |
Wealthcare Advisory Partners LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2024 | 10 |
MONTAG A & ASSOCIATES INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
First Heartland Consultants, Inc. | 8 | 1 | 0.01% | 0.18% | 0.56% | Q4 2019 | Q1 2022 | 9 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2024 | 9 |
CWM, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2023 | 9 |
Occidental Asset Management, LLC | 9 | 9 | 0.16% | 0.21% | 0.25% | Q4 2020 | Q4 2022 | 9 |
Essex Financial Services, Inc. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q1 2024 | 9 |
Front Row Advisors LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2020 | 9 |
Tower Research Capital LLC (TRC) | 6 | 3 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 9 |
SIGNATUREFD, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
PGIM Custom Harvest LLC | 7 | 2 | 0.08% | 0.23% | 0.68% | Q2 2021 | Q2 2024 | 9 |
LifePlan Financial Group, Inc | 9 | 9 | 0.02% | 0.04% | 0.08% | Q2 2018 | Q2 2020 | 9 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.02% | 0.42% | 1.76% | Q1 2022 | Q1 2024 | 9 |
PRIVATE TRUST CO NA | 9 | 9 | 0.00% | 0.03% | 0.05% | Q2 2022 | Q2 2024 | 9 |
NewEdge Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.05% | Q2 2022 | Q2 2024 | 8 |
Qube Research & Technologies Ltd | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2024 | 8 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 1 | 0.00% | 0.03% | 0.25% | Q2 2018 | Q3 2022 | 8 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q4 2021 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
1834 INVESTMENT ADVISORS CO | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2022 | 8 |
JPMORGAN CHASE & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2024 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.72% | 5.65% | Q1 2019 | Q1 2023 | 8 |
Private Ocean, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Sebold Capital Management, Inc. | 7 | 7 | 0.26% | 0.43% | 0.64% | Q4 2022 | Q2 2024 | 7 |
Brinker Capital Investments, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
M&R CAPITAL MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 |
Financial Partners Group, Inc | 7 | 7 | 0.25% | 0.29% | 0.35% | Q2 2018 | Q4 2019 | 7 |
Bogart Wealth, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
Focused Wealth Management, Inc | 6 | 1 | 0.01% | 0.18% | 0.27% | Q2 2018 | Q1 2020 | 7 |
ProVise Management Group, LLC | 7 | 7 | 0.23% | 0.30% | 0.45% | Q2 2018 | Q4 2019 | 7 |
SkyView Investment Advisors, LLC | 6 | 1 | 0.06% | 0.10% | 0.16% | Q1 2021 | Q4 2022 | 7 |
CAPTRUST FINANCIAL ADVISORS | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2022 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
Clearstead Advisors, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 7 |
Belpointe Asset Management LLC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 7 |
MCDONALD PARTNERS LLC | 7 | 7 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q2 2024 | 7 |
Davis Investment Partners, LLC | 7 | 7 | 1.19% | 1.56% | 1.99% | Q4 2022 | Q2 2024 | 7 |
COMERICA SECURITIES,INC. | 6 | 6 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q2 2020 | 6 |
PFG Investments, LLC | 6 | 6 | 0.02% | 0.04% | 0.05% | Q1 2023 | Q2 2024 | 6 |
RAYMOND JAMES TRUST N.A. | 4 | 2 | 0.01% | 0.03% | 0.08% | Q2 2018 | Q2 2022 | 6 |
FIFTH THIRD BANCORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Financial Services Advisory Inc | 5 | 1 | 0.18% | 0.30% | 0.56% | Q2 2019 | Q4 2021 | 6 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.02% | 0.05% | 0.09% | Q3 2020 | Q3 2023 | 6 |
Equitable Holdings, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Allworth Financial LP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 6 |
MONEY CONCEPTS CAPITAL CORP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 6 |
Snowden Capital Advisors LLC | 4 | 2 | 0.03% | 0.05% | 0.08% | Q2 2018 | Q1 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 6 |
Live Oak Investment Partners | 5 | 1 | 0.40% | 1.06% | 1.34% | Q4 2022 | Q2 2024 | 6 |
Corient Private Wealth LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 6 |
Stratos Wealth Partners, LTD. | 6 | 6 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2019 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q3 2019 | 6 |
TSFG, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 6 |
Yoder Wealth Management, Inc. | 6 | 6 | 1.54% | 1.65% | 1.74% | Q1 2023 | Q2 2024 | 6 |
AlphaCore Capital LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 6 |
Csenge Advisory Group | 5 | 5 | 0.05% | 0.29% | 0.40% | Q2 2022 | Q2 2023 | 5 |
Bouchey Financial Group Ltd | 5 | 5 | 0.16% | 0.19% | 0.20% | Q3 2018 | Q3 2019 | 5 |
Treasure Coast Financial Planning | 5 | 5 | 1.20% | 1.91% | 2.32% | Q4 2021 | Q4 2022 | 5 |
CARDIFF PARK ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2024 | 5 |
HUNTINGTON NATIONAL BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Private Capital Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5 | 5 | 0.11% | 0.30% | 0.50% | Q1 2021 | Q1 2022 | 5 |
Seneca House Advisors | 5 | 5 | 0.20% | 0.35% | 0.49% | Q2 2018 | Q2 2019 | 5 |
One Charles Private Wealth Services, LLC | 5 | 5 | 0.11% | 0.13% | 0.14% | Q2 2023 | Q2 2024 | 5 |
WHITTIER TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
MBL Wealth, LLC | 3 | 1 | 0.12% | 0.19% | 0.25% | Q1 2021 | Q3 2022 | 5 |
FLC Capital Advisors | 5 | 5 | 0.15% | 0.38% | 1.23% | Q4 2018 | Q4 2019 | 5 |
ROVIN CAPITAL /UT/ /ADV | 5 | 5 | 0.10% | 0.13% | 0.16% | Q2 2023 | Q2 2024 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Baird Financial Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Aptus Capital Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2024 | 5 |
AE Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q4 2023 | 4 |
Intercontinental Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
PRUDENTIAL FINANCIAL INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Retirement Group, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2022 | 4 |
Milestone Advisory Partners | 4 | 4 | 0.46% | 0.61% | 0.67% | Q4 2022 | Q3 2023 | 4 |
Advisory Alpha, LLC | 2 | 2 | 0.00% | 0.35% | 0.72% | Q4 2018 | Q4 2019 | 4 |
Fulcrum Equity Management | 4 | 4 | 0.11% | 0.13% | 0.16% | Q2 2021 | Q1 2022 | 4 |
Western Wealth Management, LLC | 3 | 1 | 0.03% | 0.11% | 0.16% | Q2 2021 | Q2 2022 | 4 |
Laidlaw Wealth Management LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q1 2022 | 4 |
Tradewinds Capital Management, LLC | 4 | 4 | 0.00% | 2.48% | 5.01% | Q2 2018 | Q1 2019 | 4 |
WealthTrust Fairport, LLC | 4 | 4 | 1.33% | 1.37% | 1.44% | Q2 2018 | Q1 2019 | 4 |
RBA Wealth Management, LLC | 4 | 4 | 0.42% | 0.45% | 0.48% | Q1 2019 | Q4 2019 | 4 |
Moisand Fitzgerald Tamayo, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Measured Wealth Private Client Group, LLC | 4 | 4 | 0.08% | 0.51% | 1.19% | Q2 2022 | Q1 2023 | 4 |
Kore Private Wealth LLC | 2 | 1 | 0.00% | 0.07% | 0.13% | Q4 2018 | Q2 2022 | 4 |
Cedar Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2020 | 4 |
HARBOUR INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.21% | 0.21% | 0.22% | Q4 2018 | Q3 2019 | 4 |
DHJJ Financial Advisors, Ltd. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q2 2024 | 4 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q1 2022 | 4 |
Wealthspire Advisors, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
PRINCIPAL SECURITIES, INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2023 | Q2 2024 | 3 |
ENTERPRISE FINANCIAL SERVICES CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 3 |
COMERICA SECURITIES INC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q2 2018 | Q4 2018 | 3 |
Scarborough Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
WealthTrust-Arizona, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.09% | 0.24% | Q2 2018 | Q1 2022 | 3 |
U.S. Capital Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 3 |
B. Riley Wealth Advisors, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Atria Wealth Solutions, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2024 | 3 |
Tradition Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Brown Advisory Securities, LLC | 2 | 1 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q1 2019 | 3 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
WETZEL INVESTMENT ADVISORS, INC. | 3 | 3 | 0.05% | 0.05% | 0.05% | Q4 2023 | Q2 2024 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.21% | 0.22% | 0.23% | Q4 2021 | Q2 2022 | 3 |
Good Life Advisors, LLC | 3 | 3 | 0.09% | 0.10% | 0.13% | Q2 2021 | Q4 2021 | 3 |
Private Advisory Group LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q1 2022 | 3 |
Kalos Management, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Rockefeller Capital Management L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Oxbow Advisors, LLC | 3 | 3 | 0.14% | 0.25% | 0.46% | Q2 2018 | Q4 2018 | 3 |
FormulaFolio Investments, LLC | 3 | 3 | 0.13% | 0.14% | 0.16% | Q2 2018 | Q4 2018 | 3 |
Impact Partnership Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q1 2024 | 3 |
Denver PWM, LLC | 2 | 1 | 0.08% | 0.14% | 0.18% | Q3 2018 | Q3 2019 | 3 |
Tidemark, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2023 | Q2 2024 | 3 |
First Capital Advisors Group, LLC. | 3 | 3 | 0.14% | 0.15% | 0.16% | Q2 2022 | Q4 2022 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
MinichMacGregor Wealth Management, LLC | 2 | 1 | 0.00% | 0.19% | 0.28% | Q4 2021 | Q4 2022 | 3 |
FINANCIAL CONSULATE, INC | 3 | 3 | 4.29% | 7.17% | 8.85% | Q2 2021 | Q4 2021 | 3 |
Jacobi Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2018 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q1 2023 | 3 |
Horizon Wealth Management, LLC | 2 | 2 | 0.42% | 0.42% | 0.42% | Q4 2021 | Q1 2022 | 2 |
McAdam, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q3 2018 | 2 |
Cascade Wealth Advisors, Inc | 2 | 2 | 0.59% | 0.61% | 0.63% | Q1 2024 | Q2 2024 | 2 |
OneDigital Investment Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2018 | 2 |
SIMPLEX TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Arbor Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
WJ Wealth Management, LLC | 2 | 2 | 2.02% | 2.02% | 2.02% | Q4 2021 | Q1 2022 | 2 |
Lehman & Derafelo Financial Resources LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
FIFTH THIRD SECURITIES, INC. | 2 | 2 | 2.53% | 2.70% | 2.87% | Q4 2018 | Q1 2019 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q2 2024 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Ellis Investment Partners, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Empirical Asset Management, LLC | 2 | 2 | 0.20% | 0.24% | 0.28% | Q1 2024 | Q2 2024 | 2 |
NATIONAL BANK OF CANADA /FI/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
US BANCORP \DE\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Joseph Group Capital Management | 2 | 2 | 3.27% | 3.28% | 3.29% | Q1 2024 | Q2 2024 | 2 |
Eagle Capital Management, LLC | 2 | 2 | 0.62% | 0.64% | 0.66% | Q2 2018 | Q3 2018 | 2 |
Disciplined Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Fermata Advisors, LLC | 2 | 2 | 0.35% | 0.40% | 0.45% | Q4 2021 | Q1 2022 | 2 |
Berger Financial Group, Inc | 2 | 2 | 0.04% | 0.05% | 0.07% | Q1 2024 | Q2 2024 | 2 |
New England Investment & Retirement Group, Inc. | 2 | 2 | 0.36% | 0.41% | 0.46% | Q2 2018 | Q3 2018 | 2 |
Sandbox Financial Partners, LLC | 2 | 2 | 0.42% | 0.44% | 0.46% | Q1 2024 | Q2 2024 | 2 |
XR Securities LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q2 2019 | 2 |
Bellecapital International Ltd. | 2 | 2 | 1.13% | 1.35% | 1.56% | Q1 2022 | Q2 2022 | 2 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2024 | 2 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
JONES FINANCIAL COMPANIES LLLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
Parallel Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2018 | 2 |
KCM INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Great Lakes Retirement, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Phoenix Financial Ltd. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2021 | Q4 2021 | 1 |
CX Institutional | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Liberty Capital Management, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2018 | Q2 2018 | 1 |
Econ Financial Services Corp | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2018 | Q4 2018 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2023 | Q4 2023 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q1 2024 | 1 |
Stewardship Advisors, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2022 | Q1 2022 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Cumberland Partners Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FSA Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Price Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Certified Advisory Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Summit Place Financial Advisors, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q1 2020 | Q1 2020 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2020 | Q2 2020 | 1 |
STEPHENS INC /AR/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
CIBC Private Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Legacy Financial Strategies, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2018 | Q2 2018 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Ken Stern & Associates, Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2018 | Q3 2018 | 1 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
FOCUS FINANCIAL NETWORK INC /ADV | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2023 | Q4 2023 | 1 |
Epic Trust Investment Advisors, LLC | 1 | 1 | 1.61% | 1.61% | 1.61% | Q2 2022 | Q2 2022 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 1 | 1 | 4.50% | 4.50% | 4.50% | Q4 2021 | Q4 2021 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q2 2021 | Q2 2021 | 1 |
Integrated Wealth Concepts LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NAPA WEALTH MANAGEMENT | 1 | 1 | 1.93% | 1.93% | 1.93% | Q2 2024 | Q2 2024 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2018 | Q4 2018 | 1 |
Sound Financial Strategies Group, LLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q4 2019 | Q4 2019 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
BREITER CAPITAL MANAGEMENT INC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2018 | Q3 2018 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Blackhawk Capital Partners LLC. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2020 | Q1 2020 | 1 |
Financial Consulate Inc. | 1 | 1 | 8.38% | 8.38% | 8.38% | Q2 2021 | Q2 2021 | 1 |
MCIA Inc | 1 | 1 | 4.53% | 4.53% | 4.53% | Q2 2018 | Q2 2018 | 1 |
Marmo Financial Group, LLC | 1 | 1 | 13.20% | 13.20% | 13.20% | Q4 2022 | Q4 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.