Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Ullmann Wealth Partners Group, LLC | 22 | 22 | 0.08% | 0.16% | 0.26% | Q2 2018 | Q3 2023 | 22 |
Cetera Advisor Networks LLC | 22 | 22 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 22 | 22 | 0.01% | 0.18% | 1.99% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q3 2023 | 21 |
Capital Advisors, Ltd. LLC | 20 | 20 | 0.02% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 20 |
COMMONWEALTH EQUITY SERVICES, LLC | 20 | 20 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 20 |
UBS Group AG | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 18 |
FLAGSHIP HARBOR ADVISORS, LLC | 12 | 6 | 0.00% | 0.05% | 0.25% | Q2 2018 | Q1 2023 | 18 |
LPL Financial LLC | 17 | 1 | 0.00% | 0.03% | 0.10% | Q1 2019 | Q3 2023 | 18 |
Steward Partners Investment Advisory, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Raymond James Financial Services Advisors, Inc. | 15 | 15 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Cetera Advisors LLC | 14 | 14 | 0.02% | 0.17% | 0.32% | Q2 2020 | Q3 2023 | 14 |
MML INVESTORS SERVICES, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
TSFG, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
ENVESTNET ASSET MANAGEMENT INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Advisory Alpha, LLC | 9 | 1 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 13 |
AMERIPRISE FINANCIAL INC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
PFG Advisors | 13 | 13 | 0.08% | 0.16% | 0.22% | Q3 2020 | Q3 2023 | 13 |
BANK OF AMERICA CORP /DE/ | 7 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 13 | 13 | 0.01% | 0.03% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Good Life Advisors, LLC | 13 | 13 | 0.68% | 0.79% | 0.94% | Q3 2020 | Q3 2023 | 13 |
Cedar Brook Financial Partners, LLC | 12 | 12 | 0.18% | 0.51% | 0.70% | Q4 2020 | Q3 2023 | 12 |
Newbridge Financial Services Group, Inc. | 12 | 12 | 0.03% | 0.34% | 0.49% | Q4 2020 | Q3 2023 | 12 |
USAdvisors Wealth Management, LLC | 12 | 12 | 0.36% | 0.66% | 1.58% | Q4 2020 | Q3 2023 | 12 |
Concord Wealth Partners | 12 | 12 | 0.03% | 0.83% | 1.28% | Q4 2020 | Q3 2023 | 12 |
Cambridge Investment Research Advisors, Inc. | 12 | 12 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 12 |
PSI Advisors, LLC | 12 | 12 | 0.38% | 1.38% | 1.62% | Q4 2020 | Q3 2023 | 12 |
NewEdge Advisors, LLC | 11 | 11 | 0.00% | 0.07% | 0.13% | Q1 2021 | Q3 2023 | 11 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Retirement Group, LLC | 11 | 11 | 0.06% | 0.13% | 0.21% | Q1 2021 | Q3 2023 | 11 |
Cetera Investment Advisers | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Wealthcare Advisory Partners LLC | 11 | 11 | 0.03% | 0.04% | 0.09% | Q1 2021 | Q3 2023 | 11 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 10 |
Perennial Investment Advisors, LLC | 10 | 10 | 0.26% | 0.56% | 0.75% | Q2 2021 | Q3 2023 | 10 |
Rockefeller Capital Management L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 10 |
NEXT Financial Group, Inc | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 10 |
Bogart Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | 10 | 0.00% | 0.02% | 0.07% | Q2 2021 | Q3 2023 | 10 |
GOLDMAN SACHS GROUP INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
IHT Wealth Management, LLC | 9 | 9 | 0.02% | 0.10% | 0.26% | Q3 2021 | Q3 2023 | 9 |
Cribstone Capital Management, LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q2 2020 | 9 |
Kistler-Tiffany Companies, LLC | 9 | 9 | 0.00% | 0.11% | 0.21% | Q2 2021 | Q2 2023 | 9 |
MONEY CONCEPTS CAPITAL CORP | 8 | 1 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 9 |
Geneos Wealth Management Inc. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 9 |
Cornerstone Wealth Management, LLC | 4 | 1 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q2 2021 | 9 |
GREAT VALLEY ADVISOR GROUP, INC. | 9 | 9 | 0.05% | 0.61% | 0.94% | Q4 2020 | Q4 2022 | 9 |
Masso Torrence Wealth Management Inc. | 8 | 8 | 0.38% | 1.06% | 1.96% | Q4 2021 | Q3 2023 | 8 |
Colonial River Wealth Management, LLC | 8 | 8 | 0.66% | 1.00% | 1.51% | Q4 2021 | Q3 2023 | 8 |
RAYMOND JAMES & ASSOCIATES | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 8 |
Private Advisor Group, LLC | 7 | 1 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 8 |
HARBOR INVESTMENT ADVISORY, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
PCG Wealth Advisors, LLC | 8 | 8 | 0.21% | 0.80% | 1.53% | Q4 2021 | Q3 2023 | 8 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.05% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.04% | 0.07% | 0.13% | Q4 2021 | Q3 2023 | 7 |
Redwood Financial Network Corp | 7 | 7 | 0.64% | 0.66% | 0.68% | Q1 2022 | Q3 2023 | 7 |
AlphaStar Capital Management, LLC | 7 | 7 | 0.03% | 0.29% | 0.49% | Q4 2020 | Q2 2022 | 7 |
IFP Advisors, Inc | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 7 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 7 | 7 | 0.06% | 0.15% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Arete Wealth Advisors, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 7 |
Dynamic Advisor Solutions LLC | 7 | 7 | 0.02% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Principle Wealth Partners LLC | 7 | 7 | 0.06% | 0.22% | 0.46% | Q1 2022 | Q3 2023 | 7 |
Global Retirement Partners, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
U.S. Capital Wealth Advisors, LLC | 6 | 6 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Vestmark Advisory Solutions, Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 6 |
Capital Asset Advisory Services LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Sigma Planning Corp | 4 | 2 | 0.01% | 0.03% | 0.08% | Q2 2021 | Q3 2023 | 6 |
V Wealth Advisors LLC | 6 | 6 | 0.10% | 0.13% | 0.24% | Q4 2020 | Q1 2022 | 6 |
Spire Wealth Management | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
WEDBUSH SECURITIES INC | 4 | 1 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
PACIFIC SUN FINANCIAL CORP | 4 | 1 | 0.22% | 0.31% | 0.38% | Q1 2022 | Q2 2023 | 5 |
Financial Advocates Investment Management | 3 | 2 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 5 |
Advisory Services Network, LLC | 4 | 4 | 0.00% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 4 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q2 2022 | 4 |
Firestone Capital Management | 2 | 1 | 0.50% | 0.52% | 0.55% | Q1 2022 | Q3 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.92% | 0.98% | 1.10% | Q4 2018 | Q3 2023 | 4 |
Valmark Advisers, Inc. | 2 | 2 | 0.02% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 4 |
STIFEL FINANCIAL CORP | 4 | 4 | 0.00% | 0.06% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Laurel Wealth Advisors, Inc. | 4 | 4 | 0.05% | 0.08% | 0.14% | Q1 2021 | Q4 2021 | 4 |
VALLEY NATIONAL ADVISERS INC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q1 2019 | 4 |
Equitable Holdings, Inc. | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Aspire Wealth Management Corp | 4 | 4 | 0.02% | 0.10% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Atlas Private Wealth Advisors | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Trilogy Capital Inc. | 4 | 4 | 0.15% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Whitaker-Myers Wealth Managers, LTD. | 4 | 4 | 0.28% | 0.30% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Total Clarity Wealth Management, Inc. | 3 | 3 | 0.16% | 0.25% | 0.39% | Q2 2022 | Q4 2022 | 3 |
CAMBRIDGE TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TRUIST FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Kestra Advisory Services, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 3 |
Wambolt & Associates, LLC | 1 | 1 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q2 2023 | 3 |
Fulcrum Equity Management | 2 | 1 | 0.11% | 0.41% | 1.01% | Q2 2021 | Q3 2023 | 3 |
SG Americas Securities, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Capital Planning Advisors, LLC | 3 | 3 | 4.43% | 4.79% | 5.03% | Q1 2023 | Q3 2023 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q3 2023 | 3 |
360 Financial, Inc. | 3 | 3 | 0.14% | 0.16% | 0.18% | Q4 2022 | Q2 2023 | 3 |
Bank of Marin | 3 | 3 | 0.48% | 0.51% | 0.54% | Q1 2023 | Q3 2023 | 3 |
Atria Investments, Inc | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Gerber Kawasaki Wealth & Investment Management | 2 | 2 | 0.38% | 0.39% | 0.40% | Q2 2023 | Q3 2023 | 2 |
Investmark Advisory Group LLC | 2 | 2 | 0.30% | 0.30% | 0.30% | Q2 2023 | Q3 2023 | 2 |
MONECO Advisors, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Mariner, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Global Assets Advisory, LLC | 2 | 2 | 0.24% | 0.24% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Visionary Wealth Advisors | 2 | 2 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Glassman Wealth Services | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q3 2018 | 2 |
MGO ONE SEVEN LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 2 |
WealthCare Investment Partners, LLC | 2 | 2 | 0.21% | 0.35% | 0.49% | Q2 2023 | Q3 2023 | 2 |
BENJAMIN EDWARDS INC | 2 | 2 | 0.54% | 0.57% | 0.60% | Q2 2023 | Q3 2023 | 2 |
PENOBSCOT WEALTH MANAGEMENT | 2 | 2 | 1.63% | 1.78% | 1.93% | Q2 2023 | Q3 2023 | 2 |
Lionsbridge Wealth Management LLC | 2 | 2 | 0.68% | 0.70% | 0.72% | Q2 2023 | Q3 2023 | 2 |
Kalos Management, Inc. | 2 | 2 | 0.22% | 0.25% | 0.29% | Q1 2021 | Q2 2021 | 2 |
Cardan Capital Partners, LLC | 2 | 2 | 0.06% | 0.18% | 0.30% | Q2 2021 | Q3 2021 | 2 |
CENTRAL TRUST Co | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
PRIVATE TRUST CO NA | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Per Stirling Capital Management, LLC. | 2 | 2 | 1.82% | 1.84% | 1.86% | Q2 2023 | Q3 2023 | 2 |
Berger Financial Group, Inc | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Connectus Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cascadia Advisory Services, LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q2 2021 | Q3 2021 | 2 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 2 | 2 | 0.32% | 1.67% | 3.01% | Q2 2023 | Q3 2023 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Venturi Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Milestone Investment Advisors LLC | 2 | 2 | 0.98% | 1.83% | 2.68% | Q2 2023 | Q3 2023 | 2 |
Carroll Financial Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Eudaimonia Partners, LLC | 2 | 2 | 0.25% | 0.26% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.26% | 0.52% | Q1 2021 | Q3 2023 | 2 |
US BANCORP \DE\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Concentrum Wealth Management | 2 | 2 | 0.26% | 0.35% | 0.44% | Q2 2023 | Q3 2023 | 2 |
Financial Partners Group, Inc | 2 | 2 | 0.22% | 0.45% | 0.68% | Q2 2023 | Q3 2023 | 2 |
Aveo Capital Partners, LLC | 2 | 2 | 0.68% | 0.70% | 0.71% | Q2 2023 | Q3 2023 | 2 |
Stratos Wealth Partners, LTD. | 2 | 2 | 0.03% | 0.05% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Kovack Advisors, Inc. | 2 | 2 | 0.14% | 0.26% | 0.39% | Q2 2023 | Q3 2023 | 2 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.39% | 0.40% | 0.40% | Q2 2023 | Q3 2023 | 2 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Avior Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Integrated Wealth Concepts LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 1 | 1 | 4.15% | 4.15% | 4.15% | Q3 2023 | Q3 2023 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
ANGELES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
J2 Capital Management Inc | 1 | 1 | 0.79% | 0.79% | 0.79% | Q3 2023 | Q3 2023 | 1 |
Western Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
ENZI WEALTH | 1 | 1 | 1.44% | 1.44% | 1.44% | Q3 2023 | Q3 2023 | 1 |
HighTower Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CITIGROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 2.54% | 2.54% | 2.54% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RMR Wealth Builders | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q3 2023 | Q3 2023 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Financial Freedom, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
BlackDiamond Wealth Management, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2023 | Q2 2023 | 1 |
LWM Advisory Services, LLC | 1 | 1 | 1.53% | 1.53% | 1.53% | Q3 2023 | Q3 2023 | 1 |
Plan Group Financial, LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q2 2022 | Q2 2022 | 1 |
Breakwater Capital Group | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SWMG, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2023 | Q2 2023 | 1 |
Ascent Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
F3Logic, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Family Capital Management, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
Alaska Permanent Capital Management | 1 | 1 | 2.09% | 2.09% | 2.09% | Q3 2023 | Q3 2023 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Astoria Portfolio Advisors LLC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
SFG Wealth Management, LLC. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
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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.