Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
VALLEY NATIONAL ADVISERS INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 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 |
STIFEL FINANCIAL CORP | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
SYNOVUS FINANCIAL CORP | 22 | 22 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
High Falls Advisors, Inc | 22 | 22 | 0.10% | 0.37% | 0.77% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
US BANCORP \DE\ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management 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 |
MML INVESTORS SERVICES, LLC | 22 | 22 | 0.01% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Bienville Capital Management, LLC | 22 | 22 | 0.02% | 0.13% | 0.43% | Q2 2018 | Q3 2023 | 22 |
Capital Investment Advisory Services, LLC | 22 | 22 | 0.00% | 0.08% | 0.31% | Q2 2018 | Q3 2023 | 22 |
Mariner, LLC | 22 | 22 | 0.01% | 0.02% | 0.13% | Q2 2018 | Q3 2023 | 22 |
FIFTH THIRD BANCORP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Creative Planning | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
FIRST AMERICAN TRUST, FSB | 22 | 22 | 0.74% | 1.19% | 1.72% | Q2 2018 | Q3 2023 | 22 |
Capital Advisors, Ltd. LLC | 22 | 22 | 0.02% | 0.12% | 0.26% | Q2 2018 | Q3 2023 | 22 |
JPMORGAN CHASE & CO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Global Retirement Partners, LLC | 14 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
Private Advisor Group, LLC | 19 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
DUBUQUE BANK & TRUST CO | 21 | 21 | 0.03% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 21 |
J.P. Morgan Private Wealth Advisors LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Silver Lake Advisory, LLC | 21 | 21 | 1.80% | 2.62% | 3.68% | Q3 2018 | Q3 2023 | 21 |
Kingsview Wealth Management, LLC | 15 | 6 | 0.01% | 0.08% | 0.19% | Q2 2018 | Q3 2023 | 21 |
Cetera Advisor Networks LLC | 14 | 7 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 21 |
Invesco Ltd. | 21 | 21 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 21 |
TFG Advisers LLC | 20 | 20 | 0.40% | 0.56% | 0.72% | Q4 2018 | Q3 2023 | 20 |
JNBA Financial Advisors | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
NewEdge Advisors, LLC | 20 | 20 | 0.00% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 20 |
BLAIR WILLIAM & CO/IL | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Northeast Financial Consultants Inc | 20 | 20 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 20 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 0.15% | 0.22% | 0.49% | Q4 2018 | Q3 2023 | 20 |
Institute for Wealth Management, LLC. | 20 | 20 | 0.16% | 0.20% | 0.37% | Q4 2018 | Q3 2023 | 20 |
FMR LLC | 11 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
WINTRUST INVESTMENTS LLC | 10 | 3 | 0.02% | 0.08% | 0.18% | Q2 2018 | Q3 2023 | 19 |
TRUSTCORE FINANCIAL SERVICES, LLC | 19 | 19 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q4 2022 | 19 |
IFP Advisors, Inc | 8 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 18 |
American Portfolios Advisors | 18 | 18 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q3 2022 | 18 |
Ahrens Investment Partners LLC | 12 | 6 | 0.08% | 0.68% | 2.67% | Q2 2018 | Q1 2023 | 18 |
Sutton Wealth Advisors Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2020 | 17 |
Janney Montgomery Scott LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
HighTower Advisors, LLC | 15 | 2 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 17 |
Mutual Advisors, LLC | 17 | 17 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 17 |
FinTrust Capital Advisors, LLC | 11 | 6 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 17 |
Cambridge Investment Research Advisors, Inc. | 16 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 17 |
FAS Wealth Partners, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Steward Partners Investment Advisory, LLC | 14 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 16 |
Cerity Partners LLC | 8 | 8 | 0.00% | 0.04% | 0.09% | Q2 2018 | Q3 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
AdvisorNet Financial, Inc | 16 | 16 | 0.00% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Graves Light Lenhart Wealth, Inc. | 16 | 16 | 0.03% | 0.05% | 0.09% | Q4 2018 | Q3 2022 | 16 |
Cheviot Value Management, LLC | 15 | 15 | 0.17% | 0.26% | 0.37% | Q1 2020 | Q3 2023 | 15 |
Carroll Financial Associates, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 15 |
Capital Investment Advisors, LLC | 15 | 15 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q4 2023 | 15 |
Country Club Trust Company, n.a. | 15 | 15 | 0.03% | 0.40% | 1.12% | Q2 2018 | Q4 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
CAPTRUST FINANCIAL ADVISORS | 6 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 14 |
Atria Investments, Inc | 8 | 2 | 0.01% | 0.04% | 0.09% | Q2 2018 | Q3 2023 | 14 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 13 |
Allworth Financial LP | 6 | 2 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 13 |
Essex Financial Services, Inc. | 13 | 13 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Advisory Services Network, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.00% | 0.06% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Valeo Financial Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 12 |
Patriot Financial Group Insurance Agency, LLC | 7 | 5 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q4 2021 | 12 |
TRUIST FINANCIAL CORP | 8 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 12 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 10 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 12 |
CAHILL FINANCIAL ADVISORS INC | 12 | 12 | 0.13% | 0.53% | 0.68% | Q4 2020 | Q3 2023 | 12 |
Cetera Advisors LLC | 7 | 4 | 0.02% | 0.08% | 0.14% | Q2 2018 | Q3 2023 | 11 |
CENTAURUS FINANCIAL, INC. | 6 | 5 | 0.03% | 0.12% | 0.35% | Q2 2018 | Q3 2023 | 11 |
AJ WEALTH STRATEGIES, LLC | 11 | 11 | 0.04% | 0.27% | 0.57% | Q4 2020 | Q2 2023 | 11 |
Kestra Advisory Services, LLC | 10 | 1 | 0.00% | 0.04% | 0.14% | Q3 2020 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.05% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 11 |
Citadel Advisors | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 11 |
NEXT Financial Group, Inc | 11 | 11 | 0.00% | 0.13% | 0.33% | Q2 2019 | Q4 2021 | 11 |
Harborview Advisors, LLC | 11 | 11 | 0.16% | 0.19% | 0.21% | Q1 2019 | Q3 2021 | 11 |
Center for Financial Planning, Inc. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
B. Riley Wealth Advisors, Inc. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Financial Advocates Investment Management | 11 | 11 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q4 2020 | 11 |
CITIGROUP INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 11 |
CALTON & ASSOCIATES, INC. | 10 | 10 | 0.04% | 0.07% | 0.10% | Q1 2021 | Q2 2023 | 10 |
Adams Chetwood Wealth Management LLC | 10 | 10 | 1.29% | 1.52% | 1.67% | Q4 2019 | Q1 2022 | 10 |
Forest Hill Capital, LLC | 10 | 10 | 0.16% | 0.23% | 0.27% | Q2 2018 | Q3 2020 | 10 |
Prospera Financial Services Inc | 5 | 1 | 0.00% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 10 |
Venturi Wealth Management, LLC | 7 | 3 | 0.00% | 0.14% | 0.28% | Q1 2021 | Q3 2023 | 10 |
COMMERCE BANK | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
Verity & Verity, LLC | 9 | 9 | 0.06% | 0.14% | 0.19% | Q2 2018 | Q2 2020 | 9 |
BANK OF MONTREAL /CAN/ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 9 |
Diligent Investors, LLC | 9 | 9 | 0.06% | 0.39% | 0.90% | Q3 2018 | Q3 2020 | 9 |
First Personal Financial Services | 9 | 9 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q2 2020 | 9 |
DEUTSCHE BANK AG\ | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 9 |
Winslow, Evans & Crocker, Inc. | 9 | 9 | 0.00% | 0.12% | 0.17% | Q4 2018 | Q4 2020 | 9 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 8 | 8 | 0.05% | 0.08% | 0.10% | Q2 2018 | Q1 2020 | 8 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 8 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 8 |
PSI Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WHITTIER TRUST CO | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 8 |
WOLFF WIESE MAGANA LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Koshinski Asset Management, Inc. | 4 | 1 | 0.00% | 0.04% | 0.11% | Q3 2018 | Q1 2022 | 8 |
Avior Wealth Management, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Baystate Wealth Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Continuum Advisory, LLC | 7 | 7 | 0.10% | 0.15% | 0.23% | Q1 2022 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.02% | 0.10% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Equitable Holdings, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
BlackRock Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2019 | 7 |
Private Vista, LLC | 5 | 2 | 0.31% | 0.79% | 1.61% | Q2 2018 | Q2 2020 | 7 |
MCF Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
WealthShield Partners, LLC | 7 | 7 | 0.09% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Sigma Planning Corp | 4 | 3 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 7 |
Essex Savings Bank | 7 | 7 | 0.07% | 0.10% | 0.11% | Q4 2018 | Q2 2020 | 7 |
Coastwise Capital Group, LLC | 7 | 7 | 0.21% | 0.24% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Pacific Wealth Strategies Group, Inc. | 7 | 7 | 1.18% | 1.31% | 1.58% | Q2 2018 | Q4 2019 | 7 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
TCI Wealth Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
Eagle Strategies LLC | 6 | 6 | 0.21% | 3.00% | 5.32% | Q2 2022 | Q3 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.10% | 0.21% | 0.30% | Q1 2022 | Q2 2023 | 6 |
HARBOUR INVESTMENTS, INC. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 6 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Parallel Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Stratos Wealth Partners, LTD. | 5 | 1 | 0.00% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 6 |
Accel Wealth Management | 6 | 6 | 0.26% | 0.38% | 0.54% | Q2 2022 | Q3 2023 | 6 |
M&T BANK CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
BB&T SECURITIES, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Cable Hill Partners, LLC | 6 | 6 | 0.06% | 0.12% | 0.17% | Q4 2018 | Q1 2020 | 6 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 6 |
IFG Advisory, LLC | 6 | 6 | 0.16% | 0.23% | 0.29% | Q2 2022 | Q3 2023 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
CWM, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2019 | 6 |
JONES FINANCIAL COMPANIES LLLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 5 |
QUADRANT CAPITAL GROUP LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Southland Equity Partners LLC | 5 | 5 | 0.13% | 0.32% | 0.42% | Q3 2022 | Q3 2023 | 5 |
CULLEN/FROST BANKERS, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
First Capital Advisors Group, LLC. | 5 | 5 | 0.01% | 0.90% | 2.29% | Q2 2022 | Q2 2023 | 5 |
Orion Portfolio Solutions, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q1 2021 | 5 |
TORONTO DOMINION BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 5 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 5 |
PCG Wealth Advisors, LLC | 5 | 5 | 0.11% | 0.25% | 0.35% | Q3 2022 | Q3 2023 | 5 |
OneDigital Investment Advisors LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2019 | 5 |
Parcion Private Wealth LLC | 5 | 5 | 4.20% | 5.35% | 6.64% | Q3 2022 | Q3 2023 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q3 2020 | 5 |
CIBC WORLD MARKET INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 4 |
DERBY & COMPANY, INC | 4 | 4 | 0.10% | 0.17% | 0.24% | Q3 2019 | Q2 2020 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
Capital Analysts, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2022 | 4 |
JANUS HENDERSON GROUP PLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Kaye Capital Management | 4 | 4 | 4.95% | 7.29% | 9.43% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 4 |
Breakwater Capital Group | 4 | 4 | 0.36% | 0.63% | 0.79% | Q4 2022 | Q3 2023 | 4 |
Western Wealth Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
AAF Wealth Management, LLC | 4 | 4 | 1.34% | 1.44% | 1.59% | Q4 2022 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q4 2022 | 4 |
Prosperity Planning, Inc. | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q1 2022 | 4 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 4 |
Investmark Advisory Group LLC | 4 | 4 | 0.18% | 0.22% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Covenant Multifamily Offices, LLC | 4 | 4 | 0.07% | 0.35% | 0.48% | Q2 2019 | Q1 2020 | 4 |
Cetera Investment Advisers | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 4 |
Morton Capital Management LLC/CA | 4 | 4 | 0.74% | 1.32% | 1.92% | Q4 2022 | Q3 2023 | 4 |
Virginia National Bank | 4 | 4 | 4.16% | 4.62% | 5.53% | Q4 2022 | Q3 2023 | 4 |
Spire Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Aspen Wealth Strategies, LLC | 4 | 4 | 0.20% | 0.20% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Simplicity Solutions, LLC | 4 | 4 | 0.02% | 0.06% | 0.20% | Q2 2020 | Q1 2021 | 4 |
First Horizon Advisors, Inc. | 4 | 4 | 0.18% | 0.22% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Bison Wealth, LLC | 4 | 4 | 0.21% | 0.33% | 0.46% | Q4 2022 | Q3 2023 | 4 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.25% | 0.28% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 3.31% | 3.68% | 4.18% | Q4 2022 | Q3 2023 | 4 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 4 | 4 | 0.37% | 1.72% | 3.07% | Q2 2022 | Q1 2023 | 4 |
DRIVE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.09% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Newbridge Financial Services Group, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
MEEDER ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Mirador Capital Partners LP | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2019 | Q3 2019 | 3 |
Cerro Pacific Wealth Advisors LLC | 3 | 3 | 0.23% | 0.24% | 0.24% | Q2 2022 | Q4 2022 | 3 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 3 |
H&H Retirement Design & Management INC | 3 | 3 | 0.67% | 0.69% | 0.70% | Q1 2023 | Q3 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WADE G W & INC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q2 2018 | Q4 2018 | 3 |
COLONY GROUP LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2021 | 3 |
SkyView Investment Advisors, LLC | 3 | 3 | 0.76% | 0.80% | 0.83% | Q1 2022 | Q3 2022 | 3 |
DELTA ASSET MANAGEMENT LLC/TN | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 3 | 3 | 0.96% | 1.11% | 1.20% | Q1 2022 | Q3 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
SAXON INTERESTS, INC. | 3 | 3 | 0.24% | 0.45% | 0.57% | Q4 2022 | Q2 2023 | 3 |
RVW Wealth, LLC | 3 | 3 | 0.12% | 0.18% | 0.22% | Q3 2019 | Q1 2020 | 3 |
MERIDIAN MANAGEMENT CO | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Nordwand Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SimpliFi, Inc. | 3 | 3 | 0.11% | 0.15% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Concord Wealth Partners | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q2 2023 | 3 |
Endurance Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Schechter Investment Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Integrated Wealth Concepts LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
PRIVATE TRUST CO NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2018 | 3 |
PIN OAK INVESTMENT ADVISORS INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Arete Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
KWMG, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Virtu Financial LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q4 2018 | 2 |
BlackDiamond Wealth Management, LLC | 2 | 2 | 2.30% | 2.35% | 2.40% | Q3 2022 | Q4 2022 | 2 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2022 | 2 |
SeaCrest Wealth Management, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q3 2018 | 2 |
HBW ADVISORY SERVICES LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q1 2023 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Prestige Wealth Management Group LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
SVB WEALTH LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Ameritas Advisory Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.04% | 0.06% | 0.08% | Q3 2019 | Q1 2020 | 2 |
Cynosure Group, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
BDO Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
HARBOR INVESTMENT ADVISORY, LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q1 2020 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Zions Bancorporation, N.A. | 2 | 2 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Peak Capital Management LLC | 2 | 2 | 2.28% | 2.48% | 2.68% | Q2 2018 | Q3 2018 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Capital Investment Counsel, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 1.82% | 1.89% | 1.96% | Q4 2022 | Q1 2023 | 2 |
Platform Technology Partners | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2020 | Q3 2020 | 2 |
Bartlett & Co. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
Zions Bancorporation | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2018 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Merriman Wealth Management, LLC | 1 | 1 | 0.05% | 0.08% | 0.11% | Q2 2021 | Q4 2021 | 2 |
TCG Advisors, LP | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q2 2019 | 2 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.03% | 0.17% | 0.30% | Q2 2018 | Q4 2018 | 2 |
USA FINANCIAL FORMULAS | 1 | 1 | 1.59% | 1.59% | 1.59% | Q2 2022 | Q2 2022 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BAHL & GAYNOR INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cedar Brook Financial Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Riverpoint Wealth Management Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Belpointe Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Econ Financial Services Corp | 1 | 1 | 2.26% | 2.26% | 2.26% | Q4 2018 | Q4 2018 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Friedenthal Financial | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2019 | Q1 2019 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2018 | Q2 2018 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
FIFTH THIRD SECURITIES, INC. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2018 | Q4 2018 | 1 |
ROCKLAND TRUST CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2022 | Q1 2022 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2023 | Q2 2023 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Brookstone Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.90% | 0.90% | 0.90% | Q1 2022 | Q1 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q1 2022 | Q1 2022 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Platte River Wealth Advisors, LLC | 1 | 1 | 1.55% | 1.55% | 1.55% | Q4 2019 | Q4 2019 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Davis Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Royal Harbor Partners, LLC | 1 | 1 | 2.19% | 2.19% | 2.19% | Q4 2019 | Q4 2019 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Element Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 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.