Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 30 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 24 | 24 | 0.34% | 0.77% | 1.81% | Q4 2017 | Q3 2023 | 24 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 23 |
FIRST HAWAIIAN BANK | 22 | 22 | 0.01% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Boston Standard Wealth Management, LLC | 22 | 22 | 0.12% | 0.18% | 0.30% | Q3 2018 | Q4 2023 | 22 |
Bridgeworth, LLC | 22 | 22 | 0.09% | 0.17% | 0.32% | Q2 2018 | Q3 2023 | 22 |
D.A. DAVIDSON & CO. | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Callan Capital, LLC | 22 | 22 | 0.67% | 1.36% | 2.54% | Q2 2018 | Q3 2023 | 22 |
Charles Schwab Investment Advisory, Inc. | 22 | 22 | 0.12% | 0.74% | 1.21% | Q2 2018 | Q3 2023 | 22 |
J.P. Morgan Private Wealth Advisors LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
BRIGHTON JONES LLC | 22 | 22 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Marquette Asset Management, LLC | 22 | 22 | 0.40% | 1.06% | 2.41% | Q2 2018 | Q3 2023 | 22 |
JFS WEALTH ADVISORS, LLC | 22 | 22 | 0.20% | 0.61% | 1.45% | Q2 2018 | Q3 2023 | 22 |
Private Ocean, LLC | 22 | 22 | 0.34% | 0.59% | 1.26% | Q2 2018 | Q3 2023 | 22 |
Accredited Investors Inc. | 22 | 22 | 0.16% | 0.80% | 2.01% | Q2 2018 | Q3 2023 | 22 |
Harbour Capital Advisors, LLC | 12 | 10 | 0.13% | 0.16% | 0.34% | Q2 2018 | Q4 2023 | 22 |
Clarius Group, LLC | 22 | 22 | 0.07% | 0.22% | 0.80% | Q2 2018 | Q3 2023 | 22 |
Tortoise Investment Management, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
McIlrath & Eck, LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Mariner, LLC | 22 | 22 | 0.02% | 0.43% | 1.94% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.00% | 0.01% | 0.07% | Q2 2018 | Q3 2023 | 22 |
Financial Advocates Investment Management | 22 | 22 | 0.03% | 0.05% | 0.09% | Q2 2018 | Q3 2023 | 22 |
Evercore Wealth Management, LLC | 22 | 22 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Carlson Capital Management | 22 | 22 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 22 |
Invesco Ltd. | 22 | 22 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Creative Planning | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
FORVIS Wealth Advisors, LLC | 22 | 22 | 0.03% | 0.09% | 0.22% | Q2 2018 | Q3 2023 | 22 |
Arlington Financial Advisors, LLC | 22 | 22 | 1.91% | 2.85% | 3.44% | Q2 2018 | Q3 2023 | 22 |
West Coast Financial LLC | 22 | 22 | 0.04% | 0.08% | 0.21% | Q2 2018 | Q3 2023 | 22 |
New England Private Wealth Advisors LLC | 22 | 22 | 0.14% | 0.26% | 0.52% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Arbor Investment Advisors, LLC | 22 | 22 | 1.34% | 3.65% | 5.40% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Perkins Coie Trust Co | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Valeo Financial Advisors, LLC | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Perigon Wealth Management, LLC | 21 | 1 | 0.10% | 0.25% | 0.32% | Q3 2011 | Q3 2023 | 22 |
UBS Group AG | 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 |
SHEETS SMITH WEALTH MANAGEMENT | 22 | 22 | 0.04% | 0.12% | 0.34% | Q2 2018 | Q3 2023 | 22 |
Trilogy Capital Inc. | 22 | 22 | 0.02% | 0.62% | 2.53% | Q2 2018 | Q3 2023 | 22 |
Waverly Advisors, LLC | 22 | 22 | 2.23% | 3.91% | 4.90% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
STIFEL FINANCIAL CORP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
GLENMEDE TRUST CO NA | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
CITIGROUP INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
US BANCORP \DE\ | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Legacy Private Trust Co. | 22 | 22 | 0.29% | 0.98% | 3.27% | Q2 2018 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Cetera Advisor Networks LLC | 22 | 22 | 0.08% | 0.24% | 0.43% | Q2 2018 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
HighTower Advisors, LLC | 22 | 22 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 22 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
AIMZ Investment Advisors, LLC | 14 | 7 | 0.15% | 0.17% | 0.21% | Q2 2018 | Q3 2023 | 21 |
Steward Partners Investment Advisory, LLC | 21 | 21 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 21 |
Sargent Bickham Lagudis LLC | 9 | 3 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q4 2022 | 21 |
ALBION FINANCIAL GROUP /UT | 11 | 10 | 0.29% | 0.36% | 0.46% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Resource Planning Group | 21 | 21 | 1.30% | 1.71% | 2.72% | Q3 2018 | Q3 2023 | 21 |
Pacific Center for Financial Services | 18 | 3 | 0.20% | 0.30% | 0.47% | Q2 2018 | Q3 2023 | 21 |
CENTRAL TRUST Co | 21 | 21 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Snowden Capital Advisors LLC | 8 | 5 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
FMR LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Aviance Capital Partners, LLC | 17 | 3 | 0.08% | 0.25% | 0.52% | Q2 2018 | Q3 2023 | 20 |
Institute for Wealth Management, LLC. | 20 | 20 | 0.13% | 0.15% | 0.23% | Q4 2018 | Q3 2023 | 20 |
WADDELL & ASSOCIATES, LLC | 20 | 20 | 0.07% | 4.65% | 12.21% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.03% | 0.08% | 0.17% | Q4 2018 | Q3 2023 | 20 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 9 | 4 | 0.07% | 0.20% | 0.41% | Q2 2018 | Q3 2023 | 20 |
NATIXIS | 16 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 20 |
C M BIDWELL & ASSOCIATES LTD | 20 | 20 | 0.07% | 0.12% | 0.17% | Q4 2018 | Q3 2023 | 20 |
RAYMOND JAMES TRUST N.A. | 20 | 20 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q1 2023 | 20 |
WealthBridge Capital Management, LLC | 20 | 20 | 0.47% | 0.83% | 1.44% | Q4 2018 | Q3 2023 | 20 |
NORTHERN TRUST CORP | 16 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
Private Advisor Group, LLC | 15 | 2 | 0.01% | 0.02% | 0.08% | Q2 2018 | Q3 2023 | 20 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 20 | 20 | 0.14% | 0.43% | 0.89% | Q4 2018 | Q3 2023 | 20 |
BlackRock Inc. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 19 |
EXENCIAL WEALTH ADVISORS, LLC | 8 | 5 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 19 |
Horan Securities, Inc. | 7 | 6 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 19 |
ARGI Investment Services, LLC | 19 | 19 | 0.11% | 1.26% | 3.88% | Q2 2018 | Q4 2022 | 19 |
Covington Capital Management | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 18 |
Cornerstone Wealth Management, LLC | 14 | 1 | 0.01% | 0.26% | 0.38% | Q2 2018 | Q3 2023 | 18 |
Stratos Wealth Partners, LTD. | 11 | 7 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 18 |
American Research & Management Co. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 18 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Cerity Partners LLC | 18 | 18 | 0.00% | 0.04% | 0.23% | Q2 2019 | Q3 2023 | 18 |
Tower Research Capital LLC (TRC) | 11 | 1 | 0.00% | 0.08% | 0.26% | Q2 2018 | Q2 2023 | 18 |
Citadel Advisors | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 17 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
Charles Schwab Trust Co | 17 | 17 | 0.05% | 0.97% | 2.30% | Q3 2019 | Q3 2023 | 17 |
Advisory Services Network, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 17 |
Resonant Capital Advisors, LLC | 16 | 16 | 0.13% | 0.28% | 1.07% | Q4 2019 | Q3 2023 | 16 |
AdvisorNet Financial, Inc | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 16 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.06% | 0.08% | 0.09% | Q4 2019 | Q3 2023 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.16% | 0.21% | 0.27% | Q4 2019 | Q3 2023 | 16 |
AlphaCore Capital LLC | 16 | 16 | 0.03% | 0.38% | 0.74% | Q4 2019 | Q3 2023 | 16 |
BLAIR WILLIAM & CO/IL | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Carroll Financial Associates, Inc. | 15 | 15 | 0.09% | 0.52% | 0.74% | Q2 2018 | Q4 2021 | 15 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 14 | 1 | 0.00% | 0.07% | 0.52% | Q2 2018 | Q3 2023 | 15 |
FAS Wealth Partners, Inc. | 15 | 15 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
CAROLINAS WEALTH CONSULTING LLC | 15 | 15 | 0.01% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Lehman & Derafelo Financial Resources LLC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 14 |
Private Capital Group, LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2021 | 14 |
Wade Financial Advisory, Inc | 14 | 14 | 0.13% | 0.19% | 0.32% | Q4 2019 | Q1 2023 | 14 |
Baird Financial Group, Inc. | 7 | 7 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 14 |
PARK AVENUE SECURITIES LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2022 | 14 |
Cedar Wealth Management, LLC | 14 | 14 | 0.01% | 0.03% | 0.20% | Q2 2019 | Q3 2022 | 14 |
Mascoma Wealth Management LLC | 12 | 2 | 0.12% | 0.16% | 0.20% | Q2 2019 | Q3 2023 | 14 |
Clearstead Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
GenTrust, LLC | 7 | 6 | 0.02% | 0.04% | 0.10% | Q2 2018 | Q1 2022 | 13 |
SCOTIA CAPITAL INC. | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2021 | 13 |
Spectrum Wealth Advisory Group, LLC | 13 | 13 | 0.34% | 0.47% | 0.66% | Q1 2020 | Q1 2023 | 13 |
VALLEY NATIONAL ADVISERS INC | 8 | 5 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 13 |
Clearwater Capital Advisors, LLC | 13 | 13 | 0.03% | 0.12% | 0.25% | Q2 2018 | Q2 2021 | 13 |
Parallel Advisors, LLC | 13 | 13 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
BADGLEY PHELPS & BELL INC | 13 | 13 | 0.01% | 0.28% | 0.79% | Q2 2018 | Q2 2021 | 13 |
Renaissance Technologies | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 13 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 13 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
JPMORGAN CHASE & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 13 |
CAPTRUST FINANCIAL ADVISORS | 12 | 1 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q3 2023 | 13 |
ELEMENT POINTE ADVISORS, LLC | 13 | 13 | 0.16% | 0.28% | 0.37% | Q4 2018 | Q4 2021 | 13 |
NOTTINGHAM ADVISORS, INC. | 13 | 13 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Solitude Financial Services | 12 | 12 | 0.20% | 2.43% | 4.85% | Q4 2020 | Q3 2023 | 12 |
Cutler Group LLC / CA | 5 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 12 |
Sterling Financial Planning, Inc. | 12 | 12 | 0.34% | 0.63% | 0.98% | Q4 2020 | Q3 2023 | 12 |
Hoese & Co LLP | 12 | 12 | 0.29% | 0.50% | 0.73% | Q1 2021 | Q4 2023 | 12 |
IFP Advisors, Inc | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2022 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.06% | 0.12% | 0.16% | Q4 2020 | Q3 2023 | 12 |
HM PAYSON & CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Abbrea Capital, LLC | 12 | 12 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Oxler Private Wealth LLC | 12 | 12 | 0.34% | 0.38% | 0.45% | Q4 2020 | Q3 2023 | 12 |
M Holdings Securities, Inc. | 5 | 1 | 0.02% | 0.17% | 0.47% | Q2 2018 | Q1 2023 | 12 |
EVOKE WEALTH, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 12 |
Harborview Advisors, LLC | 11 | 11 | 0.22% | 0.26% | 0.34% | Q1 2019 | Q3 2021 | 11 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 11 |
Colonial Trust Advisors | 11 | 11 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Center for Financial Planning, Inc. | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Stonebridge Capital Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Moisand Fitzgerald Tamayo, LLC | 6 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
HUNTINGTON NATIONAL BANK | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.05% | 0.10% | 0.21% | Q4 2020 | Q3 2023 | 11 |
SIGNET FINANCIAL MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.05% | 0.07% | Q2 2018 | Q4 2021 | 11 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 11 | 11 | 1.02% | 1.91% | 5.72% | Q2 2018 | Q4 2020 | 11 |
WEALTHSOURCE PARTNERS, LLC | 11 | 11 | 0.18% | 0.21% | 0.25% | Q1 2021 | Q3 2023 | 11 |
CIBC Private Wealth Group, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 11 |
Litman Gregory Wealth Management LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q1 2021 | 11 |
Personal Capital Advisors Corp | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 11 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Principle Wealth Partners LLC | 5 | 5 | 0.04% | 0.42% | 1.34% | Q4 2018 | Q4 2022 | 10 |
Rockefeller Capital Management L.P. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 10 |
SVA Wealth Management, LLC | 7 | 3 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q4 2020 | 10 |
GOLDMAN SACHS GROUP INC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 10 |
Syverson Strege & Co | 10 | 10 | 0.02% | 0.27% | 1.27% | Q4 2020 | Q1 2023 | 10 |
BANK OF NOVA SCOTIA | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 10 |
WASHINGTON TRUST Co | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.09% | 0.10% | 0.13% | Q1 2020 | Q2 2022 | 10 |
Certified Advisory Corp | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2021 | 10 |
EPG Wealth Management LLC | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 10 |
BANK OF MONTREAL /CAN/ | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2020 | 10 |
Savior LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 10 |
Allworth Financial LP | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
WADE G W & INC | 9 | 9 | 0.06% | 0.14% | 0.18% | Q3 2021 | Q3 2023 | 9 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q1 2023 | 9 |
Graves Light Lenhart Wealth, Inc. | 7 | 2 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q2 2022 | 9 |
BALASA DINVERNO & FOLTZ LLC | 8 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2022 | 9 |
MML INVESTORS SERVICES, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 9 |
WestHill Financial Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
SYNOVUS FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 9 | 9 | 0.04% | 0.07% | 0.11% | Q3 2020 | Q3 2022 | 9 |
PEAPACK GLADSTONE FINANCIAL CORP | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Capital Market Strategies LLC | 5 | 3 | 0.28% | 0.28% | 0.30% | Q4 2021 | Q4 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
LVW Advisors, LLC | 8 | 8 | 0.06% | 0.52% | 0.70% | Q2 2018 | Q1 2020 | 8 |
Homrich & Berg | 8 | 8 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q1 2020 | 8 |
Royal Fund Management, LLC | 8 | 8 | 0.00% | 0.41% | 0.87% | Q2 2018 | Q1 2020 | 8 |
TIEDEMANN ADVISORS, LLC | 8 | 8 | 0.03% | 0.08% | 0.13% | Q2 2018 | Q1 2020 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 8 |
Stegent Equity Advisors, Inc. | 8 | 8 | 0.27% | 0.32% | 0.40% | Q4 2021 | Q3 2023 | 8 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.01% | 0.06% | 0.15% | Q3 2020 | Q4 2022 | 8 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Three Bridge Wealth Advisors, LLC | 7 | 7 | 1.88% | 2.57% | 3.00% | Q1 2022 | Q3 2023 | 7 |
North Star Investment Management Corp. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Baystate Wealth Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Fiera Capital Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
WealthShield Partners, LLC | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
PFS INVESTMENTS INC. | 5 | 2 | 0.40% | 0.69% | 1.00% | Q2 2018 | Q2 2023 | 7 |
Kore Private Wealth LLC | 7 | 7 | 0.36% | 0.43% | 0.53% | Q1 2021 | Q3 2022 | 7 |
BROWN ADVISORY INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Ten Capital Wealth Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 7 |
CARDIFF PARK ADVISORS, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Tillar-Wenstrup Advisors, LLC | 7 | 7 | 1.53% | 1.66% | 1.85% | Q2 2018 | Q4 2019 | 7 |
TD Capital Management LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 7 |
LexAurum Advisors, LLC | 7 | 7 | 0.12% | 0.14% | 0.17% | Q2 2020 | Q4 2021 | 7 |
Parkside Financial Bank & Trust | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
TAP Consulting, LLC | 7 | 7 | 0.18% | 0.47% | 0.63% | Q2 2020 | Q4 2021 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2019 | 7 |
Prospera Financial Services Inc | 2 | 1 | 0.01% | 0.03% | 0.07% | Q2 2018 | Q2 2022 | 7 |
OPPENHEIMER & CO INC | 7 | 7 | 0.02% | 0.06% | 0.10% | Q4 2018 | Q2 2020 | 7 |
TimeScale Financial, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Plante Moran Financial Advisors, LLC | 4 | 1 | 0.00% | 0.02% | 0.10% | Q4 2019 | Q1 2023 | 7 |
MADISON INVESTMENT HOLDINGS INC | 6 | 6 | 0.01% | 0.03% | 0.08% | Q2 2018 | Q3 2019 | 6 |
CIBC WORLD MARKET INC. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 6 |
Connectus Wealth, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Ellevest, Inc. | 3 | 1 | 0.00% | 0.03% | 0.19% | Q3 2019 | Q4 2022 | 6 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
John W. Brooker & Co., CPAs | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Strategic Wealth Partners, Ltd. | 6 | 6 | 0.00% | 0.67% | 1.07% | Q2 2018 | Q3 2019 | 6 |
Bartlett & Co. LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.01% | 0.10% | 0.14% | Q3 2018 | Q4 2019 | 6 |
CWM, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Hefren-Tillotson, Inc. | 6 | 6 | 20.29% | 21.88% | 25.02% | Q4 2018 | Q1 2020 | 6 |
Prairiewood Capital, LLC | 6 | 6 | 0.22% | 0.48% | 1.31% | Q2 2022 | Q3 2023 | 6 |
Beacon Pointe Advisors, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
KWB Wealth | 6 | 6 | 0.29% | 0.36% | 0.46% | Q2 2022 | Q3 2023 | 6 |
Merriman Wealth Management, LLC | 5 | 1 | 0.63% | 1.41% | 1.76% | Q2 2020 | Q4 2021 | 6 |
Cardan Capital Partners, LLC | 6 | 6 | 0.49% | 2.43% | 2.93% | Q4 2018 | Q1 2020 | 6 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 6 | 6 | 0.03% | 0.07% | 0.10% | Q1 2019 | Q2 2020 | 6 |
FIRST FOUNDATION ADVISORS | 6 | 6 | 0.18% | 0.55% | 0.80% | Q2 2022 | Q3 2023 | 6 |
PSI Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Pinnacle Wealth Management Group, Inc. | 5 | 5 | 2.75% | 3.23% | 3.60% | Q2 2021 | Q2 2022 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Cetera Advisors LLC | 5 | 5 | 0.01% | 0.03% | 0.08% | Q2 2018 | Q2 2019 | 5 |
WMS Partners, LLC | 5 | 5 | 0.09% | 0.10% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 5 |
HOEY INVESTMENTS, INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
DFPG INVESTMENTS, LLC | 5 | 5 | 0.14% | 0.19% | 0.25% | Q3 2022 | Q3 2023 | 5 |
TORONTO DOMINION BANK | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 5 |
IFG Advisory, LLC | 5 | 5 | 0.02% | 0.17% | 0.22% | Q3 2022 | Q3 2023 | 5 |
SMITH SHELLNUT WILSON LLC /ADV | 4 | 1 | 0.01% | 0.02% | 0.07% | Q1 2019 | Q3 2021 | 5 |
FIFTH THIRD BANCORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2018 | Q3 2019 | 5 |
Larson Financial Group LLC | 5 | 5 | 0.00% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
LINCOLN NATIONAL CORP | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 5 |
Delphi Private Advisors LLC | 5 | 5 | 36.56% | 40.59% | 44.64% | Q2 2018 | Q2 2019 | 5 |
Johnson & White Wealth Management, LLC | 5 | 5 | 0.44% | 3.94% | 6.75% | Q3 2022 | Q3 2023 | 5 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Essex Financial Services, Inc. | 3 | 2 | 0.04% | 0.16% | 0.33% | Q2 2018 | Q3 2023 | 5 |
COMERICA BANK | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
Cordant, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Kathmere Capital Management, LLC | 5 | 5 | 0.07% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 5 |
SHINE INVESTMENT ADVISORY SERVICES INC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
TSFG, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
REILLY FINANCIAL ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Western Wealth Management, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
ACIMA PRIVATE WEALTH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Equitable Holdings, Inc. | 5 | 5 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Polaris Wealth Advisory Group, LLC | 5 | 5 | 0.26% | 0.27% | 0.29% | Q3 2018 | Q3 2019 | 5 |
SWS Partners | 3 | 1 | 0.08% | 0.09% | 0.09% | Q4 2020 | Q3 2023 | 5 |
TCI Wealth Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 5 |
BALDWIN BROTHERS LLC/MA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 5 |
American Portfolios Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
REGIONS FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2022 | 4 |
Spectrum Management Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
DEUTSCHE BANK AG\ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Watson Rebecca | 4 | 4 | 0.15% | 0.17% | 0.20% | Q4 2019 | Q3 2020 | 4 |
MUFG Americas Holdings Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
WHITTIER TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
Dynamic Advisor Solutions LLC | 4 | 4 | 0.08% | 0.20% | 0.31% | Q4 2022 | Q3 2023 | 4 |
StoneX Group Inc. | 3 | 1 | 0.08% | 0.15% | 0.23% | Q2 2019 | Q2 2020 | 4 |
Live Your Vision, LLC | 4 | 4 | 0.15% | 0.16% | 0.17% | Q2 2018 | Q1 2019 | 4 |
IHT Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q4 2019 | 4 |
Kistler-Tiffany Companies, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Vigilant Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Sightline Wealth Advisors, LLC | 4 | 4 | 0.17% | 0.17% | 0.19% | Q2 2021 | Q1 2022 | 4 |
Financial Alternatives, Inc | 4 | 4 | 0.29% | 0.30% | 0.32% | Q4 2022 | Q3 2023 | 4 |
PROVENCE WEALTH MANAGEMENT GROUP | 3 | 1 | 0.15% | 0.21% | 0.33% | Q4 2021 | Q2 2023 | 4 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Bison Wealth, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Sound Stewardship, LLC | 4 | 4 | 1.93% | 1.99% | 2.08% | Q4 2022 | Q3 2023 | 4 |
NORTHWEST WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
MRA Associates USA LLC | 4 | 4 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q3 2019 | 4 |
Aptus Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 0.08% | 0.10% | 0.15% | Q4 2022 | Q3 2023 | 4 |
HOWE & RUSLING INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 4 |
Asset Dedication, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 4 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.16% | 0.17% | 0.20% | Q1 2021 | Q4 2021 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Legacy Trust | 4 | 4 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.04% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 4 |
MCF Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Essex Savings Bank | 3 | 1 | 0.07% | 0.08% | 0.10% | Q4 2018 | Q4 2019 | 4 |
Verum Partners LLC | 4 | 4 | 0.39% | 0.73% | 0.93% | Q4 2022 | Q3 2023 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.52% | 0.57% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Badgley Phelps Wealth Managers, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 4 |
True North Advisors, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q4 2021 | 4 |
ASSETMARK, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Madison Asset Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
MBL Wealth, LLC | 2 | 1 | 0.05% | 0.11% | 0.14% | Q4 2020 | Q4 2022 | 4 |
Financial Architects, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
MFA WEALTH ADVISORS, LLC | 2 | 1 | 0.00% | 0.48% | 0.69% | Q2 2018 | Q2 2020 | 4 |
RITHOLTZ WEALTH MANAGEMENT | 4 | 4 | 0.07% | 0.09% | 0.10% | Q2 2018 | Q1 2019 | 4 |
HATTON CONSULTING, INC. | 3 | 3 | 0.18% | 0.20% | 0.21% | Q1 2021 | Q3 2021 | 3 |
NewEdge Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q2 2019 | 3 |
Smith, Salley & Associates | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2020 | 3 |
DWM Financial Group, Inc. | 3 | 3 | 10.54% | 11.79% | 13.26% | Q2 2020 | Q4 2020 | 3 |
WASHINGTON TRUST BANK | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
BARRETT & COMPANY, INC. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Sandy Spring Bank | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
Pacifica Partners Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
ACG Wealth | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q2 2022 | 3 |
BOYS ARNOLD & CO INC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q2 2018 | Q4 2018 | 3 |
BRASADA CAPITAL MANAGEMENT, LP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2018 | 3 |
New Republic Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
PINNACLE FINANCIAL PARTNERS INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
V Wealth Advisors LLC | 2 | 1 | 0.09% | 0.10% | 0.12% | Q1 2021 | Q4 2021 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 |
PFG Advisors | 3 | 3 | 0.06% | 0.07% | 0.09% | Q1 2023 | Q3 2023 | 3 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Savant Capital, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q2 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Lido Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 3 |
Wealthfront Advisers LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Lee Financial Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 3 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2020 | 3 |
Brinker Capital Investments, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Atria Wealth Solutions, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
QUADRANT CAPITAL GROUP LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
EATON VANCE MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
ZRC WEALTH MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Vontobel Holding Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Arlington Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Lion Street Advisors, LLC | 1 | 1 | 0.16% | 0.19% | 0.22% | Q1 2023 | Q3 2023 | 2 |
Copperwynd Financial, LLC | 2 | 2 | 2.08% | 2.11% | 2.14% | Q2 2018 | Q3 2018 | 2 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q2 2022 | 2 |
Wealthstreet Investment Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2018 | Q3 2018 | 2 |
Fortis Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
SIGNATUREFD, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
EPIQ Capital Group, LLC | 2 | 2 | 0.33% | 0.37% | 0.41% | Q4 2019 | Q1 2020 | 2 |
Empower Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Evensky & Katz LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q4 2019 | 2 |
Intrua Financial, LLC | 2 | 2 | 0.57% | 0.63% | 0.69% | Q4 2022 | Q1 2023 | 2 |
Estate Counselors, LLC | 2 | 2 | 1.80% | 1.80% | 1.81% | Q2 2018 | Q3 2018 | 2 |
OLD NATIONAL BANCORP /IN/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
Clear Perspectives Financial Planning, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
AlphaStar Capital Management, LLC | 2 | 2 | 0.08% | 0.09% | 0.11% | Q2 2018 | Q3 2018 | 2 |
Index Fund Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Financial Connections Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
JNBA Financial Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Rehmann Capital Advisory Group | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 2 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 2 |
EP Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
SRS Capital Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
TWO SIGMA INVESTMENTS, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TRUEWEALTH LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2023 | 2 |
Trifecta Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Stonebridge Financial Planning Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Horizon Kinetics | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
ANGELES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Frontier Wealth Management LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2022 | Q2 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Mosaic Financial Partners, Inc. | 1 | 1 | 2.59% | 2.59% | 2.59% | Q2 2018 | Q2 2018 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Argent Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
ATLAS CAPITAL ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
SAWGRASS ASSET MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MONECO Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
Realta Investment Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Endowment Wealth Management, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
PRIVATE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CIDEL ASSET MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FURE FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
QP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2019 | Q4 2019 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
First Personal Financial Services | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2022 | Q1 2022 | 1 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GSG Advisors LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2023 | Q3 2023 | 1 |
PRIVATE TRUST CO NA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Trexquant Investment LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Dorsey & Whitney Trust CO LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2023 | Q3 2023 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2019 | Q1 2019 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Bray Capital Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
First Command Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Roof Eidam Maycock Peralta, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Janney Montgomery Scott LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Schechter Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Choate Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2019 | Q4 2019 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Global Retirement Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 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.