Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
LPL Financial LLC | 22 | 22 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
CITIGROUP INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 22 | 22 | 0.00% | 0.02% | 0.08% | Q2 2018 | Q3 2023 | 22 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 14 | 7 | 0.00% | 0.02% | 0.08% | Q2 2018 | Q3 2023 | 21 |
Beacon Capital Management, Inc. | 12 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Creative Planning | 14 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
Citadel Advisors | 8 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 20 |
Tolleson Wealth Management, Inc. | 20 | 20 | 0.29% | 0.44% | 0.68% | Q4 2018 | Q3 2023 | 20 |
Institute for Wealth Management, LLC. | 14 | 5 | 0.06% | 0.08% | 0.12% | Q4 2018 | Q3 2023 | 19 |
CWM, LLC | 10 | 8 | 0.03% | 0.05% | 0.11% | Q1 2019 | Q3 2023 | 18 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 18 |
American Portfolios Advisors | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 18 |
Parallel Advisors, LLC | 17 | 17 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 17 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Capital Advisory Group Advisory Services, LLC | 14 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2022 | 16 |
CAPTRUST FINANCIAL ADVISORS | 8 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2022 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
OPTIMUM INVESTMENT ADVISORS | 15 | 15 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q4 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Raymond James Financial Services Advisors, Inc. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
CAROLINAS WEALTH CONSULTING LLC | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
UBS Group AG | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 14 |
Armbruster Capital Management, Inc. | 14 | 14 | 0.09% | 0.11% | 0.13% | Q2 2020 | Q3 2023 | 14 |
REILLY FINANCIAL ADVISORS, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 14 |
RAYMOND JAMES & ASSOCIATES | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
AMERIPRISE FINANCIAL INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Ullmann Wealth Partners Group, LLC | 7 | 1 | 0.05% | 0.14% | 0.23% | Q2 2018 | Q1 2022 | 12 |
Private Advisor Group, LLC | 11 | 1 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 12 |
IHT Wealth Management, LLC | 9 | 2 | 0.02% | 0.13% | 0.22% | Q3 2020 | Q3 2023 | 11 |
Cambridge Investment Research Advisors, Inc. | 11 | 11 | 0.00% | 0.02% | 0.07% | Q1 2021 | Q3 2023 | 11 |
ENVESTNET ASSET MANAGEMENT INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 11 |
Geneos Wealth Management Inc. | 8 | 3 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 11 |
Cetera Advisor Networks LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 11 |
PNC FINANCIAL SERVICES GROUP, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 11 |
FMR LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.04% | 0.53% | 1.60% | Q4 2020 | Q3 2023 | 10 |
Fermata Advisors, LLC | 8 | 2 | 0.37% | 0.61% | 1.08% | Q1 2021 | Q3 2023 | 10 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Evanson Asset Management, LLC | 5 | 4 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 9 |
Cardan Capital Partners, LLC | 6 | 3 | 0.27% | 0.92% | 1.42% | Q4 2018 | Q3 2021 | 9 |
Dynamic Advisor Solutions LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
TRUEWEALTH LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2020 | 9 |
Stratos Wealth Partners, LTD. | 8 | 1 | 0.00% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 9 |
Janney Montgomery Scott LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
MONECO Advisors, LLC | 9 | 9 | 0.13% | 1.26% | 1.93% | Q3 2021 | Q3 2023 | 9 |
MML INVESTORS SERVICES, LLC | 9 | 9 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
HARBOUR INVESTMENTS, INC. | 6 | 3 | 0.00% | 0.01% | 0.06% | Q2 2021 | Q3 2023 | 9 |
STIFEL FINANCIAL CORP | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 9 |
Archford Capital Strategies, LLC | 8 | 8 | 0.14% | 0.20% | 0.23% | Q3 2021 | Q2 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.84% | 3.12% | 4.25% | Q4 2021 | Q3 2023 | 8 |
Del-Sette Capital Management, LLC | 8 | 8 | 5.24% | 6.00% | 6.69% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
AVAII WEALTH MANAGEMENT, LLC | 8 | 8 | 0.16% | 0.32% | 0.38% | Q4 2021 | Q3 2023 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.24% | 0.26% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Global Retirement Partners, LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Sigma Planning Corp | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Fortress Wealth Management, Inc. | 8 | 8 | 1.55% | 2.52% | 4.86% | Q4 2021 | Q3 2023 | 8 |
Plante Moran Financial Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
Meridian Wealth Management, LLC | 8 | 8 | 0.04% | 0.17% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Marshall Financial Group LLC | 8 | 8 | 0.83% | 1.16% | 1.33% | Q4 2021 | Q3 2023 | 8 |
IFP Advisors, Inc | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 7 |
HighTower Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
US BANCORP \DE\ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Cetera Investment Advisers | 7 | 7 | 0.00% | 0.05% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Clearwater Capital Advisors, LLC | 7 | 7 | 0.08% | 0.15% | 0.26% | Q2 2018 | Q4 2019 | 7 |
Bridge Advisory, LLC | 7 | 7 | 0.38% | 0.47% | 0.54% | Q1 2022 | Q3 2023 | 7 |
CreativeOne Wealth, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2022 | 7 |
Insight Wealth Strategies, LLC | 7 | 7 | 0.89% | 0.93% | 0.96% | Q1 2022 | Q3 2023 | 7 |
Gladstone Institutional Advisory LLC | 5 | 2 | 0.05% | 0.11% | 0.18% | Q2 2021 | Q3 2023 | 7 |
WESCAP Management Group, Inc. | 7 | 7 | 0.08% | 0.22% | 0.36% | Q1 2022 | Q3 2023 | 7 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Winslow, Evans & Crocker, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
Equitable Holdings, Inc. | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Belpointe Asset Management LLC | 7 | 7 | 0.01% | 0.04% | 0.10% | Q3 2021 | Q1 2023 | 7 |
TRUIST FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
SMITH, MOORE & CO. | 6 | 6 | 0.21% | 0.23% | 0.24% | Q2 2022 | Q3 2023 | 6 |
Faithward Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Ameritas Advisory Services, LLC | 6 | 6 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q1 2023 | 6 |
Accel Wealth Management | 6 | 6 | 0.01% | 0.03% | 0.03% | Q4 2021 | Q1 2023 | 6 |
First Command Bank | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
BLAIR WILLIAM & CO/IL | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
Cooper Financial Group | 6 | 6 | 0.57% | 0.75% | 0.91% | Q2 2022 | Q3 2023 | 6 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q1 2023 | 6 |
First Command Financial Services, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 6 | 6 | 0.04% | 0.11% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Cetera Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 5 |
360 Financial, Inc. | 5 | 5 | 5.09% | 5.40% | 6.50% | Q3 2022 | Q3 2023 | 5 |
AVANTAX ADVISORY SERVICES, INC. | 5 | 5 | 0.02% | 0.06% | 0.09% | Q3 2022 | Q3 2023 | 5 |
CIBC WORLD MARKET INC. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
RFG Advisory, LLC | 5 | 5 | 0.07% | 0.08% | 0.12% | Q2 2022 | Q2 2023 | 5 |
Valmark Advisers, Inc. | 5 | 5 | 0.01% | 0.07% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 5 |
Atria Wealth Solutions, Inc. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q2 2023 | 5 |
Roble, Belko & Company, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Renaissance Technologies | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 5 |
BROWN ADVISORY INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Wealthcare Advisory Partners LLC | 4 | 1 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 5 |
Keel Point, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Fulcrum Equity Management | 5 | 5 | 0.87% | 1.56% | 2.18% | Q2 2021 | Q2 2022 | 5 |
TruWealth Advisors, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Curtis Advisory Group, LLC | 4 | 1 | 0.12% | 0.40% | 0.55% | Q4 2021 | Q3 2023 | 5 |
Jacobi Capital Management LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 5 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 5 | 5 | 0.14% | 1.46% | 3.17% | Q2 2022 | Q2 2023 | 5 |
OneDigital Investment Advisors LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2022 | 5 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Kestra Advisory Services, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.04% | 0.10% | Q4 2021 | Q1 2023 | 4 |
AE Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Atria Investments, Inc | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 4 |
Financial Advocates Investment Management | 4 | 4 | 0.02% | 0.06% | 0.10% | Q2 2022 | Q1 2023 | 4 |
Arete Wealth Advisors, LLC | 4 | 4 | 0.03% | 0.06% | 0.09% | Q3 2022 | Q2 2023 | 4 |
Advisory Services Network, LLC | 2 | 2 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q1 2023 | 4 |
Asset Allocation Strategies LLC | 4 | 4 | 1.18% | 1.34% | 1.69% | Q4 2022 | Q3 2023 | 4 |
Capital Analysts, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
CONDOR CAPITAL MANAGEMENT | 4 | 4 | 0.18% | 0.21% | 0.25% | Q2 2018 | Q1 2019 | 4 |
Crescent Capital Consulting, LLC | 4 | 4 | 0.04% | 0.40% | 0.73% | Q1 2021 | Q4 2021 | 4 |
QP WEALTH MANAGEMENT, LLC | 4 | 4 | 0.57% | 0.64% | 0.70% | Q4 2022 | Q3 2023 | 4 |
Southland Equity Partners LLC | 4 | 4 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Financial Partners Group, Inc | 4 | 4 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q2 2022 | 4 |
First Horizon Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 4 |
Total Clarity Wealth Management, Inc. | 2 | 2 | 0.13% | 0.17% | 0.25% | Q2 2022 | Q2 2023 | 4 |
Pensionmark Financial Group, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q2 2022 | Q1 2023 | 4 |
Cornerstone Planning Group LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Glassman Wealth Services | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
D.A. DAVIDSON & CO. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Bancorp, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Baystate Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
TWO SIGMA ADVISERS, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
LWM Advisory Services, LLC | 3 | 3 | 0.69% | 0.79% | 0.96% | Q4 2021 | Q2 2022 | 3 |
SG Americas Securities, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Eudaimonia Partners, LLC | 3 | 3 | 0.00% | 0.05% | 0.08% | Q1 2021 | Q3 2021 | 3 |
TUCKER ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
TITLEIST CAPITAL, LLC | 3 | 3 | 0.08% | 0.09% | 0.11% | Q2 2022 | Q4 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Kalos Management, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
OLD MISSION CAPITAL LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q4 2021 | 3 |
Ironwood Financial, llc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 3 | 3 | 1.28% | 2.14% | 2.69% | Q3 2021 | Q1 2022 | 3 |
Principle Wealth Partners LLC | 3 | 3 | 0.52% | 0.67% | 0.74% | Q2 2022 | Q4 2022 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 3 |
LOWERY THOMAS, LLC | 3 | 3 | 0.78% | 0.83% | 0.86% | Q1 2023 | Q3 2023 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
OneAscent Financial Services LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q3 2022 | Q4 2022 | 2 |
Covestor Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Nalls Sherbakoff Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2020 | 2 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2022 | 2 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Portfolio Strategies, Inc. | 2 | 2 | 3.73% | 5.18% | 6.64% | Q1 2021 | Q2 2021 | 2 |
JPMORGAN CHASE & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
HBW ADVISORY SERVICES LLC | 2 | 2 | 0.06% | 0.09% | 0.13% | Q2 2023 | Q3 2023 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
EWG Elevate Inc. | 1 | 1 | 0.58% | 0.62% | 0.66% | Q2 2021 | Q1 2022 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 2 | 2 | 0.23% | 0.23% | 0.24% | Q4 2021 | Q1 2022 | 2 |
OPPENHEIMER & CO INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Systelligence, LLC | 1 | 1 | 0.85% | 1.35% | 1.86% | Q4 2019 | Q3 2020 | 2 |
TWO SIGMA INVESTMENTS, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Grove Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Moloney Securities Asset Management, LLC | 2 | 2 | 0.09% | 0.23% | 0.37% | Q1 2022 | Q2 2022 | 2 |
FLOW TRADERS U.S. LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Kovack Advisors, Inc. | 2 | 2 | 0.12% | 0.22% | 0.32% | Q2 2022 | Q3 2022 | 2 |
WCG Wealth Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Integrated Wealth Concepts LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q1 2022 | Q1 2022 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Clearview Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ProVise Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Galvin, Gaustad & Stein, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Jackson Wealth Management, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2022 | Q4 2022 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2023 | Q4 2023 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Western Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 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.