Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Janney Montgomery Scott LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Sigma Planning Corp | 22 | 22 | 0.02% | 0.07% | 0.24% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.00% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
AdvisorNet Financial, Inc | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.01% | 0.04% | 0.08% | Q2 2018 | Q3 2023 | 22 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Ullmann Wealth Partners Group, LLC | 22 | 22 | 0.57% | 1.32% | 1.96% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.01% | 0.04% | 0.08% | Q2 2018 | Q3 2023 | 22 |
CITIGROUP INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 22 | 22 | 0.02% | 0.07% | 0.10% | Q2 2018 | Q3 2023 | 22 |
OPPENHEIMER & CO INC | 22 | 22 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 19 | 2 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 21 |
HighTower Advisors, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
STIFEL FINANCIAL CORP | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Beacon Capital Management, Inc. | 12 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
MML INVESTORS SERVICES, LLC | 21 | 21 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
GLENMEDE TRUST CO NA | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
Cetera Advisor Networks LLC | 21 | 21 | 0.01% | 0.04% | 0.05% | Q3 2018 | Q3 2023 | 21 |
NewEdge Advisors, LLC | 21 | 21 | 0.01% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 21 |
US BANCORP \DE\ | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20 | 20 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 20 |
BLAIR WILLIAM & CO/IL | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 16 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 20 |
Institute for Wealth Management, LLC. | 20 | 20 | 0.66% | 0.83% | 1.27% | Q4 2018 | Q3 2023 | 20 |
Geneos Wealth Management Inc. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
American Financial Advisors, LLC | 14 | 5 | 0.04% | 0.07% | 0.08% | Q4 2018 | Q3 2023 | 19 |
IFP Advisors, Inc | 17 | 2 | 0.00% | 0.02% | 0.10% | Q2 2018 | Q3 2023 | 19 |
AE Wealth Management LLC | 18 | 1 | 0.00% | 0.06% | 0.39% | Q3 2018 | Q3 2023 | 19 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 18 |
Stratos Wealth Partners, LTD. | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Tennessee Valley Asset Management Partners | 10 | 8 | 0.07% | 0.67% | 1.28% | Q4 2018 | Q2 2023 | 18 |
Certified Advisory Corp | 11 | 7 | 0.08% | 0.16% | 0.20% | Q4 2018 | Q3 2023 | 18 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 18 | 18 | 0.00% | 0.56% | 2.32% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.15% | 0.25% | Q1 2019 | Q3 2023 | 18 |
BROWN ADVISORY INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Spectrum Wealth Advisory Group, LLC | 18 | 18 | 1.70% | 3.85% | 13.65% | Q2 2019 | Q3 2023 | 18 |
OPTIMUM INVESTMENT ADVISORS | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Sequoia Financial Advisors, LLC | 14 | 1 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 17 |
Advisory Services Network, LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2023 | 17 |
Patten Group, Inc. | 11 | 3 | 0.04% | 0.08% | 0.10% | Q2 2018 | Q3 2023 | 17 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
HUNTINGTON NATIONAL BANK | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 16 |
Dynamic Advisor Solutions LLC | 10 | 6 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 16 |
Cetera Investment Advisers | 16 | 16 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 16 |
PSI Advisors, LLC | 16 | 16 | 0.39% | 0.59% | 1.16% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
American Portfolios Advisors | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
EPG Wealth Management LLC | 15 | 15 | 0.12% | 0.21% | 0.33% | Q1 2020 | Q3 2023 | 15 |
Armbruster Capital Management, Inc. | 15 | 15 | 0.13% | 0.15% | 0.18% | Q1 2020 | Q3 2023 | 15 |
FMR LLC | 8 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 15 |
Financial Advocates Investment Management | 15 | 15 | 0.03% | 0.09% | 0.24% | Q1 2020 | Q3 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q2 2023 | 15 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.07% | 0.10% | 0.12% | Q4 2019 | Q3 2023 | 14 |
Private Advisor Group, LLC | 14 | 14 | 0.00% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Sculati Wealth Management, LLC | 14 | 14 | 0.27% | 0.45% | 0.58% | Q2 2020 | Q3 2023 | 14 |
Tower Research Capital LLC (TRC) | 5 | 2 | 0.00% | 0.03% | 0.10% | Q4 2018 | Q3 2022 | 13 |
Capital Analysts, LLC | 13 | 13 | 0.00% | 0.01% | 0.07% | Q2 2020 | Q2 2023 | 13 |
Capital Advisory Group Advisory Services, LLC | 7 | 6 | 0.28% | 0.46% | 0.57% | Q2 2020 | Q3 2023 | 13 |
Qube Research & Technologies Ltd | 12 | 1 | 0.00% | 0.04% | 0.25% | Q4 2019 | Q3 2023 | 13 |
Verde Capital Management | 13 | 13 | 0.80% | 5.41% | 9.46% | Q3 2020 | Q3 2023 | 13 |
Portfolio Strategies, Inc. | 13 | 13 | 0.08% | 2.64% | 6.16% | Q2 2018 | Q2 2021 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
D.A. DAVIDSON & CO. | 8 | 5 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2023 | 13 |
Atlas Private Wealth Advisors | 13 | 13 | 0.02% | 0.60% | 4.22% | Q2 2020 | Q2 2023 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
PFG Advisors | 12 | 12 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Diversified, LLC | 12 | 12 | 0.45% | 1.65% | 4.28% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.08% | 0.11% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Southland Equity Partners LLC | 12 | 12 | 0.52% | 0.56% | 0.63% | Q4 2020 | Q3 2023 | 12 |
SIGNATUREFD, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 12 |
Capital Planning LLC | 12 | 12 | 0.16% | 0.19% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.19% | 0.36% | 0.47% | Q4 2020 | Q3 2023 | 12 |
Prospera Financial Services Inc | 11 | 1 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 12 |
Arete Wealth Advisors, LLC | 11 | 11 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q2 2023 | 11 |
Winslow, Evans & Crocker, Inc. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2020 | 11 |
Kingsview Wealth Management, LLC | 6 | 5 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
EP Wealth Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 10 |
NEXT Financial Group, Inc | 6 | 4 | 0.02% | 0.05% | 0.07% | Q2 2019 | Q4 2021 | 10 |
IHT Wealth Management, LLC | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
ProVise Management Group, LLC | 10 | 10 | 0.05% | 0.19% | 0.34% | Q2 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Advisor Resource Council | 10 | 10 | 0.02% | 0.08% | 0.14% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 10 |
CAPTRUST FINANCIAL ADVISORS | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
Cardan Capital Partners, LLC | 6 | 3 | 0.53% | 0.81% | 1.42% | Q4 2018 | Q3 2021 | 9 |
First Heartland Consultants, Inc. | 9 | 9 | 0.02% | 1.25% | 3.17% | Q2 2020 | Q2 2022 | 9 |
Insight Advisors, LLC/ PA | 9 | 9 | 0.09% | 0.30% | 0.56% | Q4 2020 | Q4 2022 | 9 |
Simplicity Solutions, LLC | 8 | 1 | 0.01% | 0.10% | 0.49% | Q3 2018 | Q4 2020 | 9 |
Integrated Advisors Network LLC | 6 | 3 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2023 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.13% | 0.18% | 0.22% | Q3 2021 | Q3 2023 | 9 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 9 |
TNF LLC | 9 | 9 | 0.19% | 0.21% | 0.23% | Q3 2021 | Q3 2023 | 9 |
Arkadios Wealth Advisors | 8 | 8 | 0.00% | 0.04% | 0.12% | Q4 2019 | Q3 2021 | 8 |
City State Bank | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
MY Wealth Management Inc. | 8 | 8 | 3.88% | 5.07% | 8.59% | Q4 2021 | Q3 2023 | 8 |
ACG Wealth | 7 | 1 | 0.02% | 0.07% | 0.09% | Q3 2018 | Q2 2022 | 8 |
PARK AVENUE SECURITIES LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 8 |
Realta Investment Advisors | 4 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
New Millennium Group LLC | 8 | 8 | 0.11% | 1.23% | 4.68% | Q4 2021 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 5.09% | 5.65% | 6.22% | Q4 2021 | Q3 2023 | 8 |
J.P. Morgan Private Wealth Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Mariner, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
GOLDMAN SACHS GROUP INC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 8 |
Bison Wealth, LLC | 8 | 8 | 0.01% | 0.06% | 0.11% | Q4 2019 | Q3 2021 | 8 |
First Horizon Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 8 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 4 | 3 | 0.28% | 0.30% | 0.33% | Q4 2021 | Q3 2023 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.02% | 0.05% | 0.07% | Q2 2018 | Q4 2019 | 7 |
Pensionmark Financial Group, LLC | 3 | 1 | 0.10% | 0.20% | 0.36% | Q4 2019 | Q3 2023 | 7 |
Koshinski Asset Management, Inc. | 4 | 3 | 0.00% | 0.05% | 0.10% | Q3 2018 | Q1 2022 | 7 |
AlphaStar Capital Management, LLC | 7 | 7 | 0.04% | 0.27% | 0.41% | Q3 2020 | Q1 2022 | 7 |
BREITER CAPITAL MANAGEMENT INC | 7 | 7 | 1.63% | 3.26% | 4.59% | Q2 2019 | Q4 2020 | 7 |
American Trust | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.03% | 0.11% | Q1 2021 | Q4 2022 | 7 |
PRUDENTIAL FINANCIAL INC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.20% | 1.29% | Q4 2020 | Q4 2022 | 7 |
BDO Wealth Advisors, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2020 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.01% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Ahrens Investment Partners LLC | 6 | 6 | 0.02% | 0.20% | 0.26% | Q4 2021 | Q1 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q4 2019 | 6 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.03% | 0.52% | 2.58% | Q4 2019 | Q3 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Sowell Financial Services LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
SILVERLAKE WEALTH MANAGEMENT LLC | 4 | 2 | 0.12% | 0.13% | 0.14% | Q4 2021 | Q3 2023 | 6 |
Patriot Financial Group Insurance Agency, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Systelligence, LLC | 4 | 2 | 0.19% | 1.28% | 3.48% | Q2 2022 | Q4 2023 | 6 |
NWAM LLC | 4 | 1 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 6 |
Stewardship Advisors, LLC | 6 | 6 | 0.12% | 1.50% | 2.78% | Q1 2020 | Q2 2021 | 6 |
PCG Wealth Advisors, LLC | 6 | 6 | 0.41% | 0.55% | 0.62% | Q2 2022 | Q3 2023 | 6 |
CALTON & ASSOCIATES, INC. | 6 | 6 | 0.06% | 0.09% | 0.13% | Q3 2021 | Q4 2022 | 6 |
CIBC WORLD MARKET INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q1 2021 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q3 2021 | 6 |
NVWM, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Lion Street Advisors, LLC | 2 | 1 | 0.14% | 0.19% | 0.20% | Q3 2021 | Q2 2023 | 5 |
Western Wealth Management, LLC | 5 | 5 | 0.02% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Almanack Investment Partners, LLC. | 3 | 2 | 0.03% | 0.13% | 0.20% | Q3 2020 | Q4 2021 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
FIFTH THIRD BANCORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 5 |
Golden State Wealth Management, LLC | 4 | 1 | 0.00% | 0.42% | 0.70% | Q1 2020 | Q1 2022 | 5 |
Colonial River Wealth Management, LLC | 3 | 2 | 0.15% | 0.46% | 0.75% | Q4 2020 | Q1 2022 | 5 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 2 | 0.03% | 0.09% | 0.28% | Q4 2020 | Q3 2023 | 5 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 5 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
WIN ADVISORS, INC | 5 | 5 | 0.04% | 0.18% | 0.43% | Q4 2021 | Q4 2022 | 5 |
GREAT VALLEY ADVISOR GROUP, INC. | 5 | 5 | 0.29% | 0.30% | 0.31% | Q3 2022 | Q3 2023 | 5 |
YorkBridge Wealth Partners, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
NIEMANN CAPITAL MANAGEMENT INC | 2 | 1 | 2.15% | 11.19% | 18.74% | Q2 2018 | Q4 2019 | 5 |
Intrua Financial, LLC | 5 | 5 | 0.07% | 0.08% | 0.10% | Q1 2021 | Q1 2022 | 5 |
Rollins Financial | 5 | 5 | 0.07% | 0.22% | 0.36% | Q1 2022 | Q1 2023 | 5 |
ACT WEALTH MANAGEMENT, LLC | 5 | 5 | 0.23% | 0.28% | 0.34% | Q3 2022 | Q3 2023 | 5 |
HBW ADVISORY SERVICES LLC | 5 | 5 | 0.06% | 0.14% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Belpointe Asset Management LLC | 3 | 1 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q1 2023 | 4 |
GeoWealth Management, LLC | 3 | 1 | 0.09% | 0.42% | 1.26% | Q3 2021 | Q3 2022 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
OneDigital Investment Advisors LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.01% | 0.04% | 0.06% | Q2 2021 | Q1 2023 | 4 |
First Allied Advisory Services, Inc. | 4 | 4 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q1 2020 | 4 |
FIFTH THIRD SECURITIES, INC. | 4 | 4 | 0.16% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Castleview Partners, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
New England Investment & Retirement Group, Inc. | 4 | 4 | 0.37% | 0.39% | 0.41% | Q2 2019 | Q1 2020 | 4 |
Arcus Capital Partners, LLC | 4 | 4 | 0.52% | 0.60% | 0.64% | Q2 2018 | Q1 2019 | 4 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CENTAURUS FINANCIAL, INC. | 2 | 1 | 0.00% | 0.08% | 0.22% | Q2 2018 | Q2 2021 | 4 |
Kalos Management, Inc. | 4 | 4 | 0.19% | 0.22% | 0.27% | Q1 2020 | Q4 2020 | 4 |
TRUIST FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 4 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2019 | 4 |
Kaizen Financial Strategies | 4 | 4 | 0.21% | 0.23% | 0.24% | Q3 2021 | Q2 2022 | 4 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 4 | 4 | 0.12% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
WEALTHSOURCE PARTNERS, LLC | 2 | 1 | 0.05% | 0.09% | 0.16% | Q1 2019 | Q4 2019 | 3 |
Laurel Wealth Advisors, Inc. | 3 | 3 | 0.42% | 0.47% | 0.52% | Q3 2020 | Q1 2021 | 3 |
Penserra Capital Management LLC | 2 | 1 | 0.00% | 0.17% | 0.40% | Q1 2019 | Q3 2023 | 3 |
DAVENPORT & Co LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2020 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.11% | 0.15% | 0.23% | Q1 2022 | Q3 2023 | 3 |
SeaCrest Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
MERCER GLOBAL ADVISORS INC /ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Montecito Bank & Trust | 3 | 3 | 0.21% | 0.29% | 0.33% | Q2 2019 | Q4 2019 | 3 |
LOWERY THOMAS, LLC | 3 | 3 | 1.33% | 1.41% | 1.50% | Q1 2023 | Q3 2023 | 3 |
First National Bank of South Miami | 3 | 3 | 0.08% | 0.09% | 0.09% | Q2 2019 | Q4 2019 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.46% | 0.48% | 0.51% | Q1 2023 | Q3 2023 | 3 |
AFFINITY WEALTH MANAGEMENT LLC | 3 | 3 | 5.98% | 6.21% | 6.56% | Q3 2020 | Q1 2021 | 3 |
Lloyd Advisory Services, LLC. | 3 | 3 | 0.00% | 0.28% | 0.84% | Q2 2020 | Q4 2020 | 3 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 3 | 3 | 1.77% | 3.57% | 4.62% | Q1 2020 | Q3 2020 | 3 |
VitalStone Financial, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2021 | 3 |
Anson Capital, Inc. | 3 | 3 | 1.03% | 2.08% | 2.71% | Q1 2023 | Q3 2023 | 3 |
THRIVENT FINANCIAL FOR LUTHERANS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TITLEIST CAPITAL, LLC | 3 | 3 | 0.10% | 0.31% | 0.46% | Q2 2022 | Q4 2022 | 3 |
Princeton Global Asset Management LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2021 | 3 |
January Capital Advisors LLC | 3 | 3 | 0.78% | 1.53% | 3.04% | Q4 2021 | Q2 2022 | 3 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 3 |
Hoover Financial Advisors, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 3 |
BESSEMER GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BAROMETER CAPITAL MANAGEMENT INC. | 3 | 3 | 0.24% | 0.33% | 0.50% | Q1 2019 | Q3 2019 | 3 |
Detalus Advisors, LLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q2 2021 | Q4 2021 | 3 |
Brookstone Capital Management | 2 | 2 | 0.04% | 0.07% | 0.11% | Q1 2019 | Q2 2019 | 2 |
Wealth Management Partners, LLC | 2 | 2 | 0.19% | 0.19% | 0.20% | Q4 2022 | Q1 2023 | 2 |
Bensler, LLC | 2 | 2 | 0.30% | 0.32% | 0.33% | Q3 2022 | Q4 2022 | 2 |
Golden State Equity Partners | 2 | 2 | 1.08% | 1.53% | 1.98% | Q4 2020 | Q1 2021 | 2 |
Clearstead Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.13% | 0.16% | 0.20% | Q1 2021 | Q2 2021 | 2 |
Destiny Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Advisors Preferred, LLC | 1 | 1 | 0.00% | 0.05% | 0.10% | Q3 2019 | Q4 2020 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.61% | 0.66% | 0.71% | Q4 2019 | Q1 2020 | 2 |
Ellevest, Inc. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2018 | Q1 2019 | 2 |
Equius Partners, Inc. | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2022 | Q4 2022 | 2 |
TFB Advisors LLC | 2 | 2 | 0.33% | 0.62% | 0.91% | Q2 2023 | Q3 2023 | 2 |
Lenox Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
TAGStone Capital, Inc. | 2 | 2 | 0.23% | 0.24% | 0.24% | Q4 2021 | Q1 2022 | 2 |
Dana Investment Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
CMC Financial Group | 1 | 1 | 3.67% | 6.68% | 9.70% | Q1 2019 | Q4 2019 | 2 |
Financial Architects, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Advisory Alpha, LLC | 2 | 2 | 0.02% | 0.06% | 0.10% | Q3 2021 | Q4 2021 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q2 2022 | Q3 2022 | 2 |
Retireful, LLC | 2 | 2 | 0.25% | 0.53% | 0.82% | Q1 2023 | Q2 2023 | 2 |
Baystate Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 2.18% | 2.20% | 2.21% | Q4 2019 | Q1 2020 | 2 |
TCF National Bank | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Moors & Cabot, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Glass Jacobson Investment Advisors llc | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Fortis Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Provident Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Kellett Wealth Advisors, LLC | 2 | 2 | 0.22% | 0.23% | 0.23% | Q4 2021 | Q1 2022 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Citizens National Bank Trust Department | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
STEPHENS INC /AR/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2022 | Q4 2022 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2019 | Q1 2019 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
JPMORGAN CHASE & CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Beacon Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2019 | Q4 2019 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2023 | Q3 2023 | 1 |
IAMS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2019 | Q2 2019 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2019 | Q3 2019 | 1 |
Atria Investments, Inc | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2019 | Q1 2019 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2019 | Q4 2019 | 1 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Integrated Wealth Concepts LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Continuum Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MONUMENTAL FINANCIAL GROUP INC. | 1 | 1 | 0.64% | 0.64% | 0.64% | Q1 2021 | Q1 2021 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.67% | 0.67% | 0.67% | Q3 2023 | Q3 2023 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TLWM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
New England Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BMS Financial Advisors, LLC | 1 | 1 | 2.17% | 2.17% | 2.17% | Q2 2023 | Q2 2023 | 1 |
Jackson Wealth Management, LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q1 2021 | Q1 2021 | 1 |
Prostatis Group LLC | 1 | 1 | 4.62% | 4.62% | 4.62% | Q3 2022 | Q3 2022 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 2.48% | 2.48% | 2.48% | Q1 2022 | Q1 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.