Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Lowe Wealth Advisors, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2023 | 23 |
Sargent Bickham Lagudis LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2022 | 23 |
Geneos Wealth Management Inc. | 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 |
HOWE & RUSLING INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Cetera Advisor Networks LLC | 22 | 22 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
LexAurum Advisors, LLC | 22 | 22 | 0.08% | 0.16% | 0.25% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 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 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 22 | 22 | 0.03% | 0.11% | 0.29% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
CAMBRIDGE TRUST CO | 22 | 22 | 0.00% | 0.12% | 0.42% | Q2 2018 | Q3 2023 | 22 |
FRANKLIN RESOURCES INC | 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 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
US BANCORP \DE\ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 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 |
COMMERCE BANK | 19 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
PNC FINANCIAL SERVICES GROUP, INC. | 12 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.26% | Q3 2018 | Q3 2023 | 21 |
GLENMEDE TRUST CO NA | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
Pacific Center for Financial Services | 18 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 21 |
AMERIPRISE FINANCIAL INC | 19 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
BANK OF MONTREAL /CAN/ | 19 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
JANE STREET GROUP, LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 19 |
Ledyard National Bank | 19 | 19 | 0.05% | 0.07% | 0.09% | Q1 2019 | Q3 2023 | 19 |
WHITTIER TRUST CO OF NEVADA INC | 19 | 19 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2022 | 19 |
KCM INVESTMENT ADVISORS LLC | 18 | 18 | 0.01% | 0.18% | 0.45% | Q2 2019 | Q3 2023 | 18 |
Parallel Advisors, LLC | 11 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Cambridge Investment Research Advisors, Inc. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
HSBC HOLDINGS PLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 17 |
Willow Creek Wealth Management Inc. | 17 | 17 | 0.04% | 0.14% | 0.22% | Q2 2018 | Q2 2022 | 17 |
TimeScale Financial, Inc. | 9 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 16 |
CITIGROUP INC | 12 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
Bedel Financial Consulting, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2022 | 16 |
EVERETT HARRIS & CO /CA/ | 16 | 16 | 0.28% | 0.53% | 1.03% | Q2 2018 | Q1 2022 | 16 |
ALTFEST L J & CO INC | 15 | 15 | 0.08% | 0.14% | 0.17% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
CAPTRUST FINANCIAL ADVISORS | 9 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 15 |
BDO Wealth Advisors, LLC | 11 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 15 |
SG Americas Securities, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
IFP Advisors, Inc | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 15 |
American Portfolios Advisors | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 15 |
WASHINGTON TRUST Co | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Raymond James Financial Services Advisors, Inc. | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 14 |
Ironwood Financial, llc | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2021 | 14 |
Gradient Investments LLC | 14 | 14 | 0.00% | 0.03% | 0.10% | Q2 2018 | Q3 2021 | 14 |
Aptus Capital Advisors, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 14 |
Brouwer & Janachowski, LLC | 14 | 14 | 0.07% | 0.10% | 0.15% | Q2 2018 | Q3 2021 | 14 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 14 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
ALBION FINANCIAL GROUP /UT | 10 | 2 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Monterey Private Wealth, Inc. | 12 | 12 | 0.13% | 0.21% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 12 |
Laurel Wealth Planning LLC | 12 | 12 | 0.27% | 0.78% | 1.61% | Q4 2020 | Q3 2023 | 12 |
Cooper Financial Group | 12 | 12 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
HHM Wealth Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Asset Dedication, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
MISSION WEALTH MANAGEMENT, LP | 12 | 12 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2021 | 11 |
SOA Wealth Advisors, LLC. | 10 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.02% | 0.10% | 0.50% | Q4 2020 | Q3 2023 | 11 |
3D/L Capital Management, LLC | 11 | 11 | 0.07% | 0.08% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Vivaldi Capital Management LP | 11 | 11 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q3 2023 | 11 |
VALLEY NATIONAL ADVISERS INC | 11 | 11 | 0.08% | 0.20% | 0.36% | Q1 2021 | Q3 2023 | 11 |
Migdal Insurance & Financial Holdings Ltd. | 9 | 2 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 11 |
Hudock, Inc. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2022 | 11 |
COLONY GROUP LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2020 | 11 |
Activest Wealth Management | 9 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
WHITTIER TRUST CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 10 |
FMR LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 10 |
Global Retirement Partners, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
LFA - Lugano Financial Advisors SA | 10 | 10 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q2 2023 | 10 |
Winslow, Evans & Crocker, Inc. | 8 | 2 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q4 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Bank Julius Baer & Co. Ltd, Zurich | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Veritable, L.P. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2023 | 9 |
PFG Private Wealth Management, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 9 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
HighTower Advisors, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Rockefeller Capital Management L.P. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 9 |
Osborn Williams & Donohoe LLC | 8 | 8 | 0.04% | 0.06% | 0.07% | Q2 2018 | Q1 2020 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
BROWN ADVISORY INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
Cetera Advisors LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
JPMORGAN CHASE & CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
South Shore Capital Advisors | 8 | 8 | 0.41% | 0.61% | 0.72% | Q4 2020 | Q3 2022 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 8 |
Money Design Co.,Ltd. | 8 | 8 | 0.00% | 0.40% | 0.86% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Banque Cantonale Vaudoise | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
BlackRock Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Carolina Wealth Advisors, LLC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 7 |
EXANE DERIVATIVES | 7 | 7 | 0.04% | 0.05% | 0.08% | Q4 2020 | Q2 2022 | 7 |
VisionPoint Advisory Group, LLC | 6 | 1 | 0.00% | 0.31% | 0.49% | Q4 2020 | Q2 2023 | 7 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
J.P. Morgan Private Wealth Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
WELCH & FORBES LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 7 |
Hanson & Doremus Investment Management | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Private Capital Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2021 | 7 |
Ranch Capital Advisors Inc. | 7 | 7 | 0.08% | 0.10% | 0.12% | Q4 2019 | Q2 2021 | 7 |
PICTET ASSET MANAGEMENT LTD | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2021 | 6 |
Vontobel Holding Ltd. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Cerity Partners LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Stonebridge Capital Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Sowell Financial Services LLC | 6 | 6 | 0.00% | 0.02% | 0.07% | Q3 2019 | Q4 2020 | 6 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2020 | 5 |
Legend Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
SeaCrest Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 5 |
Lindbrook Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Sigma Planning Corp | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 5 |
B. Riley Wealth Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
WealthSpring Partners, LLC | 5 | 5 | 0.17% | 0.21% | 0.26% | Q3 2022 | Q3 2023 | 5 |
Insight Advisors, LLC/ PA | 5 | 5 | 0.06% | 0.16% | 0.23% | Q1 2022 | Q1 2023 | 5 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 5 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q2 2023 | 4 |
Crestwood Advisors Group, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 4 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Wealthsimple Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BNP PARIBAS FINANCIAL MARKETS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Private Advisor Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 4 |
Capital Advisors, Ltd. LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BOKF, NA | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q1 2019 | 4 |
AVAII WEALTH MANAGEMENT, LLC | 4 | 4 | 2.36% | 3.19% | 3.97% | Q4 2021 | Q3 2022 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FLOW TRADERS U.S. LLC | 4 | 4 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2021 | 4 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
TD Waterhouse Canada Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
B. Riley Wealth Management, Inc. | 3 | 3 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q4 2020 | 3 |
Vontobel Swiss Wealth Advisors AG | 3 | 3 | 0.19% | 0.20% | 0.21% | Q2 2018 | Q4 2018 | 3 |
Sandy Spring Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
MUFG Americas Holdings Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
DUBUQUE BANK & TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
FWL INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
RETIREMENT CAPITAL STRATEGIES | 3 | 3 | 0.12% | 0.19% | 0.33% | Q1 2023 | Q3 2023 | 3 |
Wealthsimple US, Ltd. | 3 | 3 | 0.28% | 1.53% | 3.96% | Q4 2019 | Q2 2020 | 3 |
Summit Place Financial Advisors, LLC | 3 | 3 | 0.18% | 0.20% | 0.24% | Q3 2020 | Q1 2021 | 3 |
WealthShield Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Jacobi Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Advisors Preferred, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Ironwood Wealth Management, LLC. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q4 2020 | 3 |
PFG Investments, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Baird Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
HUNTINGTON NATIONAL BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Piscataqua Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
NTV ASSET MANAGEMENT LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2021 | 3 |
WCG Wealth Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2022 | 3 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
PICTET ASSET MANAGEMENT SA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Avior Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Sandbox Financial Partners, LLC | 2 | 2 | 0.21% | 0.24% | 0.26% | Q3 2021 | Q4 2021 | 2 |
Affiance Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
BLAIR WILLIAM & CO/IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 2 |
Oak Grove Capital LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
WASHINGTON TRUST BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
FIDUCIARY TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
CREDIT SUISSE AG/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Steward Partners Investment Advisory, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Winthrop Advisory Group LLC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q3 2018 | Q4 2018 | 2 |
Rikoon Group, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q1 2021 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 2 |
Abacus Wealth Partners, LLC | 2 | 2 | 0.34% | 0.38% | 0.42% | Q4 2020 | Q1 2021 | 2 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
IFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
APPLETON GROUP, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2020 | Q4 2020 | 1 |
MARIPAU WEALTH MANAGEMENT LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MML INVESTORS SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Spire Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Mid-American Wealth Advisory Group, Inc. | 1 | 1 | 1.19% | 1.19% | 1.19% | Q1 2022 | Q1 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Bank Pictet & Cie (Europe) AG | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Taylor Hoffman Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Highlander Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FLAGSHIP HARBOR ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 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.