INVESCO EXCHANGE TRADED FD T shareholder history

Current and past INVESCO EXCHANGE TRADED FD T shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 22220.00%0.00%0.01%Q2 2018Q3 202333
Sargent Bickham Lagudis LLC 28280.00%0.02%0.03%Q1 2016Q4 202228
BANK OF AMERICA CORP /DE/ 22220.00%0.03%0.04%Q2 2018Q3 202323
SHAKESPEARE WEALTH MANAGEMENT, INC. 1760.41%0.66%1.33%Q4 2017Q3 202323
Janney Montgomery Scott LLC 22220.01%0.01%0.03%Q2 2018Q3 202322
Community Bank, N.A. 22220.00%0.00%0.00%Q2 2018Q3 202322
Klingman & Associates, LLC 22221.89%2.85%4.51%Q2 2018Q3 202322
Glassman Wealth Services 22220.05%0.09%0.15%Q2 2018Q3 202322
D.A. DAVIDSON & CO. 22220.49%0.55%0.58%Q2 2018Q3 202322
Arlington Financial Advisors, LLC 22222.57%4.26%5.11%Q2 2018Q3 202322
Perkins Coie Trust Co 22220.00%0.00%0.00%Q2 2018Q3 202322
Valeo Financial Advisors, LLC 22220.00%0.02%0.06%Q2 2018Q3 202322
Stratos Wealth Partners, LTD. 22220.01%0.06%0.18%Q2 2018Q3 202322
Callan Capital, LLC 22223.50%11.19%23.94%Q2 2018Q3 202322
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 22225.19%7.34%8.09%Q2 2018Q3 202322
Jacobi Capital Management LLC 22220.09%0.11%0.13%Q2 2018Q3 202322
Private Ocean, LLC 22220.90%1.52%2.26%Q2 2018Q3 202322
Blue Fin Capital, Inc. 22220.10%0.25%0.52%Q2 2018Q3 202322
J.P. Morgan Private Wealth Advisors LLC 22220.02%0.03%0.06%Q2 2018Q3 202322
CIDEL ASSET MANAGEMENT INC 22220.01%0.08%0.36%Q2 2018Q3 202322
Cambridge Investment Research Advisors, Inc. 22220.02%0.03%0.06%Q2 2018Q3 202322
Citadel Advisors 720.00%0.00%0.00%Q4 2018Q3 202322
Wharton Business Group, LLC 22220.86%1.23%1.56%Q2 2018Q3 202322
Mariner, LLC 22220.02%0.05%0.15%Q2 2018Q3 202322
McIlrath & Eck, LLC 22228.94%14.30%17.02%Q2 2018Q3 202322
SIGMA INVESTMENT COUNSELORS INC 22220.20%0.83%2.11%Q2 2018Q3 202322
MORGAN STANLEY 22220.01%0.01%0.02%Q2 2018Q3 202322
SYNOVUS FINANCIAL CORP 22220.26%0.34%0.42%Q2 2018Q3 202322
Sigma Planning Corp 22220.02%0.05%0.09%Q2 2018Q3 202322
FORVIS Wealth Advisors, LLC 22220.62%1.45%2.81%Q2 2018Q3 202322
CAPTRUST FINANCIAL ADVISORS 22220.00%0.03%0.06%Q2 2018Q3 202322
MML INVESTORS SERVICES, LLC 22220.04%0.10%0.23%Q2 2018Q3 202322
UBS Group AG 22220.01%0.01%0.02%Q2 2018Q3 202322
Waverly Advisors, LLC 22226.38%11.79%14.67%Q2 2018Q3 202322
Financial Advocates Investment Management 22220.10%0.22%1.22%Q2 2018Q3 202322
Providence Capital Advisors, LLC 22220.01%0.03%0.07%Q2 2018Q3 202322
RFG Advisory, LLC 22222.25%5.32%8.22%Q2 2018Q3 202322
WIMMER ASSOCIATES 1, LLC 22221.50%2.31%3.70%Q2 2018Q3 202322
Legacy Private Trust Co. 22220.36%0.79%2.20%Q2 2018Q3 202322
Lido Advisors, LLC 22220.02%0.07%0.16%Q2 2018Q3 202322
Steward Partners Investment Advisory, LLC 22220.01%0.09%0.16%Q2 2018Q3 202322
Evercore Wealth Management, LLC 22220.01%0.02%0.03%Q2 2018Q3 202322
McNamara Financial Services, Inc. 22220.35%0.48%0.65%Q2 2018Q3 202322
AIMZ Investment Advisors, LLC 22220.33%0.37%0.41%Q2 2018Q3 202322
BUCKINGHAM STRATEGIC WEALTH, LLC 22220.01%0.04%0.10%Q2 2018Q3 202322
New England Private Wealth Advisors LLC 22220.52%0.61%0.68%Q2 2018Q3 202322
Plante Moran Financial Advisors, LLC 22220.11%0.28%0.58%Q2 2018Q3 202322
COUNTRY TRUST BANK 1840.00%0.00%0.00%Q2 2018Q4 202322
Tower Research Capital LLC (TRC) 22220.00%0.02%0.20%Q2 2018Q3 202322
MONTAG A & ASSOCIATES INC 22220.08%0.11%0.14%Q2 2018Q3 202322
FIFTH THIRD BANCORP 22220.00%0.00%0.00%Q2 2018Q3 202322
Invesco Ltd. 22220.05%0.06%0.08%Q2 2018Q3 202322
Paulson Wealth Management Inc. 22220.21%0.41%0.94%Q2 2018Q3 202322
Raymond James Financial Services Advisors, Inc. 22220.05%0.09%0.20%Q2 2018Q3 202322
Bank of New York Mellon Corp 22220.00%0.00%0.00%Q2 2018Q3 202322
Tortoise Investment Management, LLC 22220.01%0.01%0.01%Q2 2018Q3 202322
AllSquare Wealth Management LLC 22220.01%0.05%0.06%Q2 2018Q3 202322
Cetera Advisors LLC 22220.01%0.03%0.09%Q2 2018Q3 202322
Charles Schwab Investment Advisory, Inc. 22220.34%0.95%1.52%Q2 2018Q3 202322
WEATHERLY ASSET MANAGEMENT L. P. 22220.04%0.09%0.17%Q2 2018Q3 202322
WELLS FARGO & COMPANY/MN 22220.00%0.01%0.01%Q2 2018Q3 202322
BROWN ADVISORY INC 22220.00%0.00%0.01%Q2 2018Q3 202322
Perigon Wealth Management, LLC 2110.13%0.24%0.33%Q3 2011Q3 202322
GREAT LAKES ADVISORS, LLC 22220.02%0.07%0.16%Q2 2018Q3 202322
JFS WEALTH ADVISORS, LLC 22220.20%0.88%2.38%Q2 2018Q3 202322
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 22220.01%0.07%0.11%Q2 2018Q3 202322
Creative Planning 22220.00%0.00%0.01%Q2 2018Q3 202322
AdvisorNet Financial, Inc 22220.00%0.05%0.25%Q2 2018Q3 202322
RAYMOND JAMES TRUST N.A. 22220.01%0.02%0.02%Q2 2018Q3 202322
Parallel Advisors, LLC 22220.00%0.00%0.01%Q2 2018Q3 202322
Gratus Capital, LLC 22220.04%0.17%0.37%Q2 2018Q3 202322
West Coast Financial LLC 22220.09%0.17%0.31%Q2 2018Q3 202322
PRUDENTIAL PLC 22220.00%0.01%0.05%Q2 2018Q3 202322
BlackRock Inc. 22220.00%0.00%0.00%Q2 2018Q3 202322
ROYAL BANK OF CANADA 22220.01%0.01%0.01%Q2 2018Q3 202322
IFP Advisors, Inc 1710.00%0.02%0.14%Q1 2016Q3 202322
LPL Financial LLC 22220.05%0.16%0.43%Q2 2018Q3 202322
GRIMES & COMPANY, INC. 22221.04%1.72%2.80%Q2 2018Q3 202322
Arbor Investment Advisors, LLC 222211.62%14.12%19.35%Q2 2018Q3 202322
Baystate Wealth Management LLC 22226.76%9.91%16.07%Q2 2018Q3 202322
US BANCORP \DE\ 22220.00%0.01%0.02%Q2 2018Q3 202322
STIFEL FINANCIAL CORP 22220.00%0.00%0.00%Q2 2018Q3 202322
GLENMEDE TRUST CO NA 22220.02%0.04%0.10%Q2 2018Q3 202322
Cetera Investment Advisers 22220.05%0.26%0.66%Q2 2018Q3 202322
Allworth Financial LP 22220.09%0.87%2.28%Q2 2018Q3 202322
ENVESTNET ASSET MANAGEMENT INC 22220.02%0.12%0.27%Q2 2018Q3 202322
COMMONWEALTH EQUITY SERVICES, LLC 22220.11%0.17%0.22%Q2 2018Q3 202322
VALLEY NATIONAL ADVISERS INC 22220.06%0.08%0.16%Q2 2018Q3 202322
Crewe Advisors LLC 22220.02%0.04%0.11%Q2 2018Q3 202322
PNC FINANCIAL SERVICES GROUP, INC. 22220.15%0.19%0.22%Q2 2018Q3 202322
SHEETS SMITH WEALTH MANAGEMENT 22220.24%0.44%0.90%Q2 2018Q3 202322
Northwest Bancshares, Inc. 22220.37%0.71%1.28%Q2 2018Q3 202322
Cornerstone Advisory, LLC 22220.78%1.05%2.48%Q2 2018Q3 202322
ROTHSCHILD INVESTMENT LLC /IL 22220.25%0.86%1.51%Q2 2018Q3 202322
Cetera Advisor Networks LLC 22220.08%0.75%2.82%Q2 2018Q3 202322
AMERIPRISE FINANCIAL INC 22220.04%0.07%0.09%Q2 2018Q3 202322
HighTower Advisors, LLC 22220.03%0.06%0.11%Q2 2018Q3 202322
NORTHERN TRUST CORP 22220.00%0.00%0.00%Q2 2018Q3 202322
RAYMOND JAMES & ASSOCIATES 22220.01%0.02%0.05%Q2 2018Q3 202322
Hirtle Callaghan & Co LLC 22220.16%0.25%0.45%Q2 2018Q3 202322
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 22220.72%1.55%2.72%Q2 2018Q3 202322
Relative Value Partners Group, LLC 21212.52%3.13%3.62%Q3 2018Q3 202321
Windsor Wealth Management, Inc. 21210.15%0.28%0.54%Q3 2018Q3 202321
WealthPLAN Partners, LLC 1650.05%0.07%0.12%Q2 2018Q4 202321
WEBSTER BANK, N. A. 21210.02%0.03%0.11%Q3 2018Q3 202321
CIBC WORLD MARKET INC. 2010.00%0.00%0.00%Q2 2018Q3 202321
Geller Advisors LLC 21210.05%3.69%14.90%Q3 2018Q3 202321
BDO Wealth Advisors, LLC 21210.01%0.02%0.03%Q2 2018Q2 202321
Private Advisor Group, LLC 1920.01%0.06%0.15%Q2 2018Q3 202321
Resource Planning Group 21210.85%1.21%2.61%Q3 2018Q3 202321
BRIGHTON JONES LLC 11100.02%0.03%0.06%Q2 2018Q3 202321
Pacific Center for Financial Services 1830.04%0.18%2.49%Q2 2018Q3 202321
CWM, LLC 1380.00%0.01%0.02%Q2 2018Q3 202321
CENTRAL TRUST Co 21210.09%0.12%0.16%Q3 2018Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Blume Capital Management, Inc. 21210.02%0.02%0.02%Q3 2018Q3 202321
JPMORGAN CHASE & CO 21210.00%0.00%0.00%Q3 2018Q3 202321
Ancora Advisors LLC 21210.02%0.41%0.75%Q3 2018Q3 202321
FDx Advisors, Inc. 2010.10%0.14%0.23%Q2 2018Q3 202321
BANK OF MONTREAL /CAN/ 1920.00%0.00%0.00%Q2 2018Q3 202321
Laurel Wealth Advisors LLC 20200.16%0.26%0.63%Q4 2018Q3 202320
Summit Financial Strategies, Inc. 1120.06%0.09%0.16%Q2 2018Q3 202320
BLAIR WILLIAM & CO/IL 20200.00%0.01%0.03%Q4 2018Q3 202320
NATIXIS 1640.00%0.00%0.01%Q2 2018Q3 202320
LINCOLN NATIONAL CORP 20200.01%0.01%0.02%Q2 2018Q1 202320
Advisory Services Network, LLC 1510.01%0.01%0.02%Q2 2018Q3 202320
CULLEN/FROST BANKERS, INC. 20200.01%0.01%0.02%Q4 2018Q3 202320
JNBA Financial Advisors 20200.80%1.20%1.65%Q4 2018Q3 202320
CRA Financial Services, LLC 20200.11%0.18%0.27%Q4 2018Q3 202320
Pettinga Financial Advisors LLC 20202.09%3.66%6.24%Q4 2018Q3 202320
Sequoia Financial Advisors, LLC 850.01%0.03%0.05%Q2 2018Q3 202320
Gladstone Institutional Advisory LLC 20200.08%0.28%1.04%Q4 2018Q3 202320
Clearstead Advisors, LLC 20200.01%0.06%0.26%Q4 2018Q3 202320
Bridgeworth, LLC 1910.02%0.09%0.18%Q2 2018Q3 202320
Roundview Capital LLC 20200.03%0.04%0.08%Q4 2018Q3 202320
Pensionmark Financial Group, LLC 20201.54%2.13%3.74%Q4 2018Q3 202320
Principle Wealth Partners LLC 20200.08%0.42%1.89%Q4 2018Q3 202320
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 20201.12%5.46%15.49%Q4 2018Q3 202320
Institute for Wealth Management, LLC. 20200.36%0.40%0.62%Q4 2018Q3 202320
Baird Financial Group, Inc. 1280.00%0.01%0.02%Q2 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.01%0.05%0.10%Q4 2018Q3 202320
Carlson Capital Management 1420.02%0.04%0.06%Q2 2018Q3 202320
Sound Income Strategies, LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
Cornerstone Wealth Management, LLC 1610.05%0.26%0.52%Q2 2018Q3 202320
HUNTINGTON NATIONAL BANK 1410.00%0.00%0.00%Q2 2018Q3 202320
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 19190.16%0.44%1.21%Q2 2018Q4 202219
MERCER GLOBAL ADVISORS INC /ADV 19190.04%0.13%0.29%Q1 2019Q3 202319
CITIGROUP INC 1320.00%0.00%0.00%Q2 2018Q3 202319
Horan Securities, Inc. 760.01%0.01%0.01%Q2 2018Q2 202319
Compass Financial Group, Inc. 19191.84%4.71%6.27%Q1 2019Q3 202319
SCOTIA CAPITAL INC. 1210.00%0.00%0.01%Q3 2018Q3 202319
Baker Ellis Asset Management LLC 19191.77%2.27%3.52%Q1 2019Q3 202319
COMERICA SECURITIES,INC. 19190.03%0.36%1.02%Q1 2019Q3 202319
NewEdge Advisors, LLC 19190.00%0.01%0.06%Q1 2019Q3 202319
Leonard Rickey Investment Advisors P.L.L.C. 19190.09%0.29%0.91%Q2 2018Q4 202219
Allen Capital Group, LLC 1630.18%0.27%0.32%Q4 2018Q3 202319
Kistler-Tiffany Companies, LLC 19190.00%0.01%0.02%Q4 2018Q2 202319
Arete Wealth Advisors, LLC 1720.02%0.13%1.59%Q3 2018Q2 202319
Burt Wealth Advisors 1540.00%0.16%0.36%Q2 2018Q3 202319
FinTrust Capital Advisors, LLC 19190.00%0.01%0.04%Q4 2018Q2 202319
TIEDEMANN ADVISORS, LLC 19190.03%0.58%1.90%Q2 2018Q4 202219
Avior Wealth Management, LLC 1810.00%0.01%0.01%Q4 2018Q3 202319
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1260.00%0.00%0.00%Q3 2018Q1 202318
IHT Wealth Management, LLC 18180.02%0.08%0.19%Q2 2018Q3 202218
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 1620.02%0.03%0.04%Q2 2018Q3 202318
Chicago Partners Investment Group LLC 1620.01%0.02%0.05%Q2 2018Q3 202318
American Portfolios Advisors 18180.00%0.00%0.01%Q2 2018Q3 202218
Clearwater Capital Advisors, LLC 1710.03%0.16%0.50%Q2 2018Q4 202218
Tillar-Wenstrup Advisors, LLC 1170.12%5.49%6.88%Q2 2018Q4 202218
Spectrum Management Group, LLC 18180.31%0.57%0.97%Q2 2018Q3 202218
REGENTATLANTIC CAPITAL LLC 17170.19%0.36%0.70%Q3 2018Q3 202217
Cerity Partners LLC 17170.01%0.03%0.06%Q2 2019Q2 202317
Savant Capital, LLC 1610.01%0.02%0.09%Q2 2019Q3 202317
Hanson & Doremus Investment Management 17170.02%0.02%0.02%Q3 2019Q3 202317
OLD NATIONAL BANCORP /IN/ 17170.01%0.02%0.02%Q2 2018Q2 202217
COLONY GROUP LLC 1430.00%0.01%0.01%Q2 2019Q3 202317
Private Capital Group, LLC 17170.03%0.10%0.13%Q2 2018Q2 202217
ATLAS CAPITAL ADVISORS LLC 1250.01%0.07%0.28%Q2 2019Q3 202317
Ellevest, Inc. 17170.01%0.39%0.70%Q3 2019Q3 202317
MADISON WEALTH MANAGEMENT 16160.07%0.08%0.09%Q4 2019Q3 202316
FAS Wealth Partners, Inc. 16160.00%0.02%0.03%Q4 2019Q3 202316
DAVIDSON TRUST CO 16160.19%0.28%0.34%Q4 2019Q3 202316
Choate Investment Advisors 1510.00%0.11%0.61%Q2 2018Q2 202216
Rockefeller Capital Management L.P. 16160.00%0.01%0.02%Q4 2019Q3 202316
Van Hulzen Asset Management, LLC 16160.02%0.06%0.20%Q4 2019Q3 202316
Legacy Bridge, LLC 16160.01%0.03%0.03%Q4 2019Q3 202316
Charles Schwab Trust Co 970.04%1.61%4.53%Q3 2019Q3 202316
AVANTAX ADVISORY SERVICES, INC. 16160.08%0.11%0.15%Q4 2019Q3 202316
NWK Group, Inc. 16160.10%0.14%0.19%Q4 2019Q3 202316
Belmont Capital, LLC 16160.01%0.04%0.07%Q4 2019Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.02%0.03%0.06%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.07%0.27%0.55%Q4 2019Q3 202316
NOVARE CAPITAL MANAGEMENT LLC 16160.15%0.33%0.93%Q4 2019Q3 202316
Detalus Advisors, LLC 16160.48%5.86%10.36%Q4 2019Q3 202316
STEPH & CO 16160.15%0.20%0.37%Q4 2019Q3 202316
REGIONS FINANCIAL CORP 1310.00%0.01%0.02%Q3 2018Q3 202316
Texas Capital Bank Wealth Management Services Inc 16160.06%0.33%0.90%Q4 2019Q3 202316
Perennial Investment Advisors, LLC 16160.09%0.17%0.29%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.02%0.03%0.04%Q4 2019Q3 202316
FOSTER DYKEMA CABOT & CO INC/MA 1020.00%1.51%3.28%Q2 2018Q3 202315
Aviance Capital Partners, LLC 1110.06%0.22%0.44%Q2 2018Q4 202215
C M BIDWELL & ASSOCIATES LTD 15150.01%0.02%0.06%Q1 2020Q3 202315
First Personal Financial Services 15150.02%0.03%0.05%Q1 2020Q3 202315
Essex Financial Services, Inc. 1230.06%0.20%0.48%Q2 2018Q3 202315
EATON VANCE MANAGEMENT 1320.00%0.00%0.00%Q2 2018Q3 202215
Asset Planning Services, Ltd. 15150.22%0.29%0.39%Q2 2018Q4 202115
BRR OpCo, LLC 15150.09%0.11%0.16%Q1 2019Q3 202215
Rain Capital Management, LLC 15150.02%0.03%0.04%Q1 2020Q3 202315
MUFG Americas Holdings Corp 15150.00%0.00%0.00%Q1 2019Q3 202215
Endurance Wealth Management, Inc. 15150.00%0.01%0.01%Q2 2018Q4 202115
Global Retirement Partners, LLC 710.00%0.07%0.28%Q2 2018Q3 202315
OSAIC HOLDINGS, INC. 15150.04%0.07%0.08%Q1 2020Q3 202315
CIBC Private Wealth Group, LLC 1110.00%0.02%0.03%Q2 2018Q3 202315
M Holdings Securities, Inc. 610.11%0.30%0.67%Q2 2018Q2 202315
GOLDMAN SACHS GROUP INC 730.00%0.00%0.01%Q2 2018Q1 202315
Carroll Financial Associates, Inc. 15154.63%7.42%14.86%Q2 2018Q4 202115
CAROLINAS WEALTH CONSULTING LLC 15150.10%0.16%0.23%Q1 2020Q3 202315
Welch Group, LLC 1040.02%0.04%0.06%Q1 2020Q3 202314
Brinker Capital Investments, LLC 14140.01%0.05%0.19%Q2 2018Q3 202114
Aveo Capital Partners, LLC 1220.05%0.28%0.89%Q3 2019Q3 202314
New England Investment & Retirement Group, Inc. 14141.19%1.77%2.62%Q2 2018Q3 202114
IEQ CAPITAL, LLC 1130.02%0.08%0.22%Q1 2020Q3 202314
Millburn Ridgefield Corp 14140.00%0.00%0.01%Q2 2018Q3 202114
Center for Financial Planning, Inc. 1130.11%0.21%0.31%Q4 2019Q3 202314
CHILTON CAPITAL MANAGEMENT LLC 910.00%0.02%0.04%Q1 2019Q3 202314
FOSTER & MOTLEY INC 14140.03%0.03%0.04%Q2 2020Q3 202314
DOWLING & YAHNKE LLC 860.01%0.02%0.03%Q2 2018Q3 202214
Brouwer & Janachowski, LLC 14140.30%0.39%0.52%Q2 2018Q3 202114
Resonant Capital Advisors, LLC 1310.65%0.94%2.30%Q1 2020Q3 202314
Alexandria Capital, LLC 14140.07%0.10%0.13%Q2 2018Q3 202114
Abbrea Capital, LLC 14140.10%0.11%0.13%Q2 2020Q3 202314
BROWN BROTHERS HARRIMAN & CO 860.01%0.01%0.01%Q2 2019Q3 202314
Ballentine Partners, LLC 14140.03%0.07%0.15%Q2 2020Q3 202314
Lindbrook Capital, LLC 760.00%0.05%0.10%Q4 2018Q3 202313
JANE STREET GROUP, LLC 410.00%0.00%0.01%Q2 2018Q2 202313
AE Wealth Management LLC 710.00%0.04%0.22%Q3 2018Q3 202313
SVB WEALTH LLC 1030.00%0.00%0.01%Q2 2019Q3 202213
Personal Capital Advisors Corp 13130.00%0.00%0.00%Q4 2019Q4 202213
Moloney Securities Asset Management, LLC 13130.04%0.05%0.06%Q3 2020Q3 202313
Gs Investments, Inc. 13130.08%0.13%0.33%Q3 2020Q3 202313
Merit Financial Group, LLC 13130.02%0.04%0.07%Q3 2020Q3 202313
SIMON QUICK ADVISORS, LLC 13130.03%0.06%0.09%Q3 2020Q3 202313
TSFG, LLC 940.01%0.04%0.14%Q1 2019Q3 202313
Key FInancial Inc 1210.00%0.02%0.02%Q1 2020Q3 202313
GREAT VALLEY ADVISOR GROUP, INC. 13130.03%0.05%0.08%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.33%0.43%0.55%Q3 2020Q3 202313
EP Wealth Advisors, LLC 710.00%0.01%0.02%Q4 2019Q3 202313
Sightline Wealth Advisors, LLC 12120.22%0.25%0.29%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.08%0.11%0.14%Q4 2020Q3 202312
Bouvel Investment Partners, LLC 12122.60%3.05%3.77%Q4 2020Q3 202312
OneDigital Investment Advisors LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
Hoese & Co LLP 12120.15%0.17%0.19%Q1 2021Q4 202312
Geneos Wealth Management Inc. 12120.00%0.00%0.00%Q4 2020Q3 202312
HC FINANCIAL ADVISORS INC 12120.30%0.35%0.49%Q3 2019Q2 202212
Sterling Financial Planning, Inc. 12120.67%0.85%1.08%Q4 2020Q3 202312
KWB Wealth 12120.50%0.70%1.04%Q4 2020Q3 202312
Almanack Investment Partners, LLC. 840.05%0.07%0.12%Q3 2020Q3 202312
MAI Capital Management 12120.01%0.01%0.01%Q4 2020Q3 202312
CREATIVE FINANCIAL DESIGNS INC /ADV 1020.00%0.00%0.02%Q3 2019Q3 202312
Koshinski Asset Management, Inc. 930.02%0.03%0.03%Q3 2020Q3 202312
Rodgers & Associates, LTD 12121.53%1.87%2.09%Q4 2020Q3 202312
Syverson Strege & Co 12120.14%0.83%4.00%Q4 2020Q3 202312
West Financial Advisors, LLC 12120.36%0.52%0.68%Q4 2020Q3 202312
Integrated Wealth Concepts LLC 720.01%0.05%0.14%Q2 2018Q3 202312
1900 WEALTH MANAGEMENT LLC 12120.02%0.04%0.04%Q4 2020Q3 202312
Echo Wealth Management, LLC 12120.86%2.25%3.45%Q4 2020Q3 202312
Sullivan, Bruyette, Speros & Blaney, LLC 12120.02%0.02%0.03%Q2 2018Q1 202112
Western Wealth Management, LLC 750.01%0.05%0.09%Q4 2018Q3 202312
Linscomb & Williams, Inc. 12120.01%3.19%4.02%Q4 2020Q3 202312
Solitude Financial Services 12120.53%4.97%9.86%Q4 2020Q3 202312
HM PAYSON & CO 12120.01%0.01%0.01%Q4 2020Q3 202312
Modera Wealth Management, LLC 12120.01%0.05%0.10%Q4 2020Q3 202312
PATHSTONE FAMILY OFFICE, LLC 12120.07%0.19%0.28%Q4 2020Q3 202312
PEAPACK GLADSTONE FINANCIAL CORP 12120.05%0.10%0.17%Q4 2020Q3 202312
CREDIT SUISSE AG/ 11110.00%0.00%0.01%Q2 2018Q4 202011
KB FINANCIAL PARTNERS, LLC 11110.30%0.53%1.98%Q1 2021Q3 202311
ROPES WEALTH ADVISORS LLC 11110.01%0.01%0.01%Q2 2018Q4 202011
NEXT Financial Group, Inc 520.00%0.00%0.01%Q3 2018Q3 202111
ROWLAND CARMICHAEL ADVISORS INC /ADV 11111.14%1.91%4.52%Q2 2018Q4 202011
WEALTHSOURCE PARTNERS, LLC 11110.22%0.25%0.29%Q1 2021Q3 202311
Spire Wealth Management 11110.01%0.02%0.02%Q1 2021Q3 202311
PROFFITT & GOODSON INC 740.00%0.02%0.04%Q4 2019Q3 202311
SVA Wealth Management, LLC 11110.04%0.04%0.05%Q2 2018Q4 202011
Manchester Capital Management LLC 11110.02%0.03%0.03%Q2 2018Q4 202011
Moisand Fitzgerald Tamayo, LLC 650.00%0.00%0.01%Q4 2020Q3 202311
Summit Place Financial Advisors, LLC 11110.42%0.47%0.52%Q1 2021Q3 202311
Wealthstreet Investment Advisors, LLC 650.04%0.06%0.10%Q2 2018Q1 202111
Integrated Advisors Network LLC 920.03%0.05%0.07%Q4 2019Q3 202311
UNITED SERVICES AUTOMOBILE ASSOCIATION 11110.27%1.09%1.99%Q3 2018Q1 202111
FineMark National Bank & Trust 920.01%0.03%0.05%Q2 2018Q3 202311
MBA Advisors LLC 11110.12%0.16%0.19%Q1 2021Q3 202311
Addison Advisors LLC 1010.48%0.78%1.11%Q4 2020Q3 202311
Vectors Research Management, LLC 11110.00%0.00%0.01%Q4 2019Q2 202211
Laird Norton Wetherby Wealth Management, LLC 1010.02%0.03%0.03%Q4 2020Q3 202311
Balentine LLC 11110.00%0.02%0.04%Q1 2021Q3 202311
Wealthfront Advisers LLC 1010.00%0.00%0.01%Q3 2019Q3 202311
Harborview Advisors, LLC 11110.46%0.60%0.77%Q1 2019Q3 202111
COWA, LLC 11110.00%0.38%0.71%Q4 2020Q2 202311
BENJAMIN F. EDWARDS & COMPANY, INC. 11110.00%0.00%0.00%Q1 2021Q3 202311
WFA of San Diego, LLC 1010.89%3.28%4.16%Q2 2020Q3 202311
SHINE INVESTMENT ADVISORY SERVICES INC 10100.60%1.91%3.60%Q2 2018Q3 202010
ETRADE Capital Management LLC 10100.02%0.02%0.02%Q2 2018Q3 202010
First Allied Advisory Services, Inc. 10100.10%0.17%0.23%Q2 2018Q3 202010
Beacon Pointe Advisors, LLC 10100.01%0.02%0.03%Q2 2021Q3 202310
Founders Capital Management 820.07%0.39%0.60%Q2 2018Q1 202110
DEUTSCHE BANK AG\ 10100.00%0.00%0.00%Q2 2018Q3 202010
Colorado Capital Management, Inc. 10100.69%0.77%0.88%Q2 2021Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.01%0.04%0.11%Q2 2018Q3 202010
WADE G W & INC 10100.01%0.10%0.17%Q2 2021Q3 202310
Summit Financial, LLC 10100.14%1.23%1.93%Q2 2021Q3 202310
Renaissance Technologies 820.00%0.00%0.00%Q4 2020Q3 202310
SRS Capital Advisors, Inc. 640.01%0.01%0.01%Q1 2020Q3 202210
Cresset Asset Management, LLC 820.00%0.00%0.01%Q4 2018Q3 202310
LifePlan Financial Group, Inc 10100.00%0.00%0.00%Q2 2018Q3 202010
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
TRUSTCORE FINANCIAL SERVICES, LLC 10100.01%0.01%0.01%Q1 2020Q2 202210
Aprio Wealth Management, LLC 10100.07%0.10%0.12%Q2 2021Q3 202310
Sowell Financial Services LLC 720.01%0.03%0.06%Q4 2018Q1 20219
WestHill Financial Advisors, Inc. 990.00%0.00%0.00%Q3 2021Q3 20239
Garrett Wealth Advisory Group, LLC 990.22%5.27%7.86%Q3 2021Q3 20239
Tradition Wealth Management, LLC 630.03%0.04%0.05%Q4 2020Q3 20239
MITCHELL MCLEOD PUGH & WILLIAMS INC 540.06%0.07%0.08%Q1 2021Q3 20239
Bernicke Wealth Management, Ltd. 990.30%0.40%0.46%Q2 2018Q2 20209
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 810.01%0.03%0.04%Q4 2019Q3 20239
Mayfair Advisory Group, LLC 540.21%0.27%0.32%Q2 2021Q3 20239
SigFig Wealth Management, LLC 990.05%0.08%0.14%Q3 2021Q3 20239
Jackson Wealth Management, LLC 990.17%0.48%1.30%Q1 2021Q1 20239
Bartlett & Co. LLC 810.00%0.00%0.00%Q3 2021Q4 20239
Capital Market Strategies LLC 992.85%3.33%5.53%Q4 2021Q4 20239
FLOW TRADERS U.S. LLC 310.02%0.11%0.30%Q1 2020Q2 20239
Wealthcare Advisory Partners LLC 810.00%0.01%0.01%Q2 2018Q1 20219
Laurel Wealth Planning LLC 990.09%0.19%0.37%Q4 2020Q4 20229
Sovereign Financial Group, Inc. 990.11%0.19%0.25%Q3 2021Q3 20239
Sandbox Financial Partners, LLC 990.20%0.21%0.23%Q3 2021Q3 20239
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 540.03%0.03%0.04%Q2 2020Q3 20239
Continuum Advisory, LLC 990.05%0.07%0.11%Q3 2021Q3 20239
V Wealth Advisors LLC 990.05%0.12%0.18%Q4 2020Q4 20229
COMERICA BANK 810.01%0.04%0.10%Q1 2021Q3 20239
Abacus Wealth Partners, LLC 540.07%0.09%0.13%Q2 2021Q3 20239
Qube Research & Technologies Ltd 540.00%0.00%0.00%Q2 2021Q3 20239
TimeScale Financial, Inc. 990.00%0.00%0.01%Q2 2021Q2 20239
Avion Wealth 990.01%0.01%0.01%Q3 2021Q3 20239
VIVID FINANCIAL MANAGEMENT, INC. 990.19%0.26%0.47%Q4 2019Q4 20219
Haverford Trust Co 990.01%0.03%0.04%Q3 2021Q3 20239
Farmers & Merchants Trust Co of Chambersburg PA 540.01%0.02%0.02%Q2 2018Q4 20209
Clear Harbor Asset Management, LLC 990.16%0.99%1.19%Q3 2021Q3 20239
Fermata Advisors, LLC 810.07%2.03%3.22%Q1 2021Q3 20239
BESSEMER GROUP INC 710.00%0.00%0.00%Q3 2021Q3 20238
Peninsula Wealth, LLC 880.06%0.08%0.09%Q4 2021Q3 20238
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.02%0.03%0.04%Q1 2019Q4 20208
Avantax Planning Partners, Inc. 880.04%0.04%0.05%Q4 2021Q3 20238
SINECERA CAPITAL, LLC 880.66%0.72%0.84%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
WEALTHSPAN PARTNERS, LLC 880.76%0.89%0.98%Q4 2021Q3 20238
Pillar Wealth Advisors, LLC 880.43%0.47%0.52%Q4 2021Q3 20238
Destiny Wealth Partners, LLC 620.00%0.00%0.00%Q4 2020Q4 20228
Missouri Trust & Investment Co 880.01%0.01%0.02%Q4 2021Q3 20238
Lowe Wealth Advisors, LLC 880.01%0.01%0.01%Q1 2022Q4 20238
Integrity Financial Corp /WA 880.01%0.01%0.01%Q4 2021Q3 20238
Graves Light Lenhart Wealth, Inc. 710.02%0.02%0.02%Q4 2020Q1 20238
Marion Wealth Management 881.38%1.62%1.79%Q4 2021Q3 20238
VICTORY CAPITAL MANAGEMENT INC 880.11%0.14%0.20%Q2 2019Q1 20218
Orion Portfolio Solutions, LLC 620.00%0.01%0.02%Q1 2020Q1 20228
Covington Capital Management 880.02%0.02%0.02%Q2 2018Q1 20208
FINANCIAL COUNSELORS INC 880.01%0.01%0.02%Q2 2018Q1 20208
Cribstone Capital Management, LLC 880.00%0.00%0.00%Q2 2018Q1 20208
Austin Asset Management Co Inc 880.22%0.24%0.26%Q4 2021Q3 20238
Baron Financial Group, LLC 880.02%0.02%0.03%Q3 2020Q2 20228
Madison Asset Management, LLC 880.01%0.01%0.02%Q4 2019Q3 20218
BHF RG Capital Inc. 880.29%1.44%4.99%Q4 2019Q3 20218
Kaydan Wealth Management, Inc. 880.30%0.38%0.49%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Pinnacle Financial Group, LLC / IL 8813.40%15.90%18.28%Q4 2021Q3 20238
MACROVIEW INVESTMENT MANAGEMENT LLC 880.15%0.71%2.08%Q2 2018Q1 20208
Bell Investment Advisors, Inc 620.35%0.44%0.52%Q3 2021Q3 20238
Accredited Investors Inc. 880.06%0.55%0.87%Q2 2018Q1 20208
Collaborative Wealth Managment Inc. 610.15%0.19%0.21%Q1 2021Q3 20238
Montz Harcus Wealth Management LLC 886.05%6.66%7.13%Q4 2021Q3 20238
RE Dickinson Investment Advisors, LLC 880.00%0.02%0.04%Q4 2021Q3 20238
Security Financial Services, INC. 880.80%1.09%1.64%Q4 2021Q3 20238
Fort Point Capital Partners LLC 880.50%0.84%1.03%Q2 2018Q1 20208
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 440.00%0.00%0.01%Q1 2021Q3 20238
Washington Trust Advisors, Inc. 880.01%0.04%0.06%Q4 2021Q3 20238
IFG Advisory, LLC 510.02%0.12%0.27%Q2 2018Q1 20228
Capital Asset Advisory Services LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Rather & Kittrell, Inc. 880.53%1.00%1.47%Q4 2021Q3 20238
TRUE Private Wealth Advisors 510.00%0.00%0.00%Q3 2018Q4 20207
PARTNERS CAPITAL INVESTMENT GROUP, LLP 520.02%0.03%0.04%Q2 2019Q4 20217
RESTON WEALTH MANAGEMENT LLC 770.17%11.69%17.74%Q4 2018Q2 20207
Bell Rock Capital LLC 770.00%0.00%0.00%Q2 2018Q4 20197
Retirement Planning Group, LLC 430.03%0.05%0.09%Q1 2019Q3 20237
Trinity Legacy Partners, LLC 770.92%2.66%3.60%Q1 2022Q3 20237
TEXAS CAPITAL BANCSHARES INC/TX 771.51%3.01%4.40%Q2 2018Q4 20197
WealthShield Partners, LLC 770.10%0.13%0.16%Q1 2022Q3 20237
Cahill Wealth Management, LLC 771.19%1.36%1.46%Q1 2022Q3 20237
Weaver Consulting Group 770.01%0.01%0.02%Q1 2019Q3 20207
Three Bridge Wealth Advisors, LLC 770.49%0.76%0.89%Q1 2022Q3 20237
TCI Wealth Advisors, Inc. 430.00%0.03%0.13%Q4 2018Q1 20237
Aspire Wealth Management Corp 770.05%0.05%0.05%Q1 2022Q3 20237
Ten Capital Wealth Advisors, LLC 770.02%0.03%0.03%Q2 2021Q4 20227
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 430.01%0.09%0.28%Q3 2021Q3 20237
Paragon Wealth Strategies, LLC 770.21%0.54%0.78%Q2 2018Q4 20197
SJS Investment Consulting Inc. 520.01%0.01%0.01%Q4 2021Q3 20237
Intelligence Driven Advisers, LLC 770.09%0.19%0.25%Q4 2018Q2 20207
THRIVENT FINANCIAL FOR LUTHERANS 770.00%0.00%0.00%Q2 2021Q4 20227
MONEY CONCEPTS CAPITAL CORP 320.00%0.08%0.26%Q4 2020Q1 20237
Atria Wealth Solutions, Inc. 770.00%0.00%0.01%Q1 2022Q3 20237
PINNACLE FINANCIAL PARTNERS INC 770.01%0.01%0.01%Q1 2022Q3 20237
SC&H Financial Advisors, Inc. 770.21%0.26%0.32%Q1 2022Q3 20237
Advisor Group, Inc. 770.05%0.07%0.10%Q2 2018Q4 20197
FLYNN ZITO CAPITAL MANAGEMENT, LLC 528.82%12.19%13.91%Q4 2021Q3 20237
SOA Wealth Advisors, LLC. 770.05%0.06%0.06%Q1 2022Q3 20237
HARBOR INVESTMENT ADVISORY, LLC 610.01%0.01%0.01%Q3 2021Q3 20237
Kovitz Investment Group Partners, LLC 770.01%0.02%0.02%Q1 2022Q3 20237
GHP Investment Advisors, Inc. 770.00%0.00%0.01%Q1 2022Q3 20237
SAXON INTERESTS, INC. 776.05%7.09%8.51%Q4 2021Q2 20237
NEIRG Wealth Management, LLC 771.37%1.75%2.20%Q4 2021Q2 20237
BB&T SECURITIES, LLC 660.03%0.03%0.04%Q2 2018Q3 20196
Rollins Financial 660.61%1.17%1.75%Q2 2022Q3 20236
KINGS POINT CAPITAL MANAGEMENT 660.01%0.01%0.01%Q2 2019Q3 20206
PSI Advisors, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
RIVERNORTH CAPITAL MANAGEMENT, LLC 660.31%0.42%0.74%Q3 2018Q4 20196
MADISON INVESTMENT HOLDINGS INC 660.01%0.06%0.15%Q2 2018Q3 20196
Larson Financial Group LLC 660.00%0.02%0.05%Q2 2022Q3 20236
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.02%0.10%0.13%Q3 2018Q4 20196
American Trust 660.02%0.03%0.06%Q1 2022Q2 20236
WealthBridge Capital Management, LLC 310.08%0.12%0.20%Q4 2018Q1 20226
CADENCE BANK NA 660.15%0.16%0.19%Q1 2021Q2 20226
Obsidian Personal Planning Solutions LLC 662.96%4.09%4.58%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.02%0.04%0.06%Q2 2022Q3 20236
GPS Wealth Strategies Group, LLC 330.03%0.06%0.11%Q1 2022Q3 20236
Wealthspire Advisors, LLC 510.00%0.01%0.01%Q4 2018Q3 20236
Banque Cantonale Vaudoise 660.01%0.01%0.01%Q2 2021Q3 20226
SEGALL BRYANT & HAMILL, LLC 660.05%0.18%0.20%Q2 2018Q3 20196
MEEDER ASSET MANAGEMENT INC 660.00%0.00%0.01%Q2 2021Q3 20226
Atria Investments, Inc 660.02%0.13%0.23%Q2 2021Q3 20226
Next Capital Management LLC 660.10%0.11%0.12%Q4 2018Q1 20206
SOUTH TEXAS MONEY MANAGEMENT LTD 660.13%0.14%0.14%Q2 2018Q3 20196
M&T BANK CORP 510.00%0.00%0.01%Q3 2018Q2 20236
John W. Brooker & Co., CPAs 660.02%0.02%0.02%Q2 2021Q3 20226
OLD MISSION CAPITAL LLC 410.02%0.07%0.14%Q4 2018Q3 20226
Firestone Capital Management 420.15%0.16%0.17%Q4 2021Q3 20236
Forum Private Client Group LLC 660.13%0.15%0.16%Q1 2022Q2 20236
Bangor Savings Bank 660.00%0.00%0.00%Q2 2022Q3 20236
CPWM, LLC 660.03%0.10%0.18%Q2 2018Q3 20196
CNB Bank 660.01%0.02%0.03%Q2 2018Q3 20196
PARAMETRIC PORTFOLIO ASSOCIATES LLC 410.00%0.00%0.00%Q4 2018Q1 20226
FLPUTNAM INVESTMENT MANAGEMENT CO 420.01%0.02%0.03%Q1 2019Q1 20216
SUNTRUST BANKS INC 660.07%0.08%0.08%Q2 2018Q3 20196
ADVANTAGE INVESTMENT MANAGEMENT, LLC 660.02%0.05%0.19%Q2 2018Q3 20196
Ritter Daniher Financial Advisory LLC / DE 660.00%0.00%0.00%Q2 2022Q3 20236
HB Wealth Management, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
55I, LLC 660.03%0.05%0.08%Q2 2021Q3 20226
L & S Advisors Inc 660.03%0.06%0.10%Q2 2018Q3 20196
FIRST MANHATTAN CO. LLC. 660.00%0.00%0.00%Q2 2022Q3 20236
Worth Asset Management, LLC 660.07%0.08%0.09%Q1 2022Q2 20236
Certified Advisory Corp 330.01%0.03%0.04%Q2 2018Q3 20236
Trilogy Capital Inc. 320.04%0.66%1.52%Q2 2018Q4 20195
Courage Miller Partners, LLC 550.09%0.09%0.09%Q1 2021Q1 20225
Gradient Investments LLC 310.00%0.00%0.00%Q4 2018Q2 20235
PITTENGER & ANDERSON INC 550.00%0.00%0.01%Q1 2022Q1 20235
Cooper Financial Group 550.16%0.22%0.31%Q3 2022Q3 20235
TELEMUS CAPITAL, LLC 550.02%0.02%0.02%Q3 2022Q3 20235
JOHNSON INVESTMENT COUNSEL INC 310.00%0.00%0.00%Q3 2020Q1 20235
Cordant, Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
RITHOLTZ WEALTH MANAGEMENT 550.02%0.02%0.02%Q4 2020Q4 20215
Parallax Volatility Advisers, L.P. 550.00%0.00%0.00%Q2 2018Q2 20195
WMS Partners, LLC 550.15%0.18%0.22%Q3 2022Q3 20235
BELLEVUE ASSET MANAGEMENT, LLC 550.00%0.00%0.01%Q4 2019Q4 20205
Johnson & White Wealth Management, LLC 551.07%2.36%3.72%Q3 2022Q3 20235
Cadence Bank 550.06%0.06%0.06%Q3 2022Q3 20235
Cassady Schiller Wealth Management, LLC 410.01%0.02%0.02%Q4 2021Q3 20235
InterOcean Capital Group, LLC 550.01%0.01%0.01%Q2 2021Q2 20225
DT Investment Partners, LLC 550.04%0.19%0.32%Q2 2019Q2 20205
Aptus Capital Advisors, LLC 410.00%0.00%0.01%Q3 2019Q3 20235
BARRETT & COMPANY, INC. 550.05%0.09%0.13%Q3 2022Q3 20235
BlueCrest Capital Management Ltd 410.01%0.04%0.11%Q1 2021Q2 20235
FARMERS & MERCHANTS INVESTMENTS INC 550.02%0.02%0.02%Q3 2022Q3 20235
PFS INVESTMENTS INC. 554.42%4.80%5.50%Q2 2018Q2 20195
Aspire Private Capital, LLC 550.00%0.01%0.01%Q4 2018Q4 20195
Old Port Advisors 410.09%0.10%0.12%Q2 2022Q3 20235
MATRIX PRIVATE CAPITAL GROUP LLC 550.00%0.00%0.00%Q4 2021Q4 20225
BOKF, NA 410.01%0.01%0.01%Q1 2019Q2 20205
Merriman Wealth Management, LLC 410.54%0.66%1.09%Q2 2021Q4 20225
Ameritas Investment Company, LLC 310.00%0.05%0.20%Q4 2018Q1 20215
Avalon Investment & Advisory 550.01%0.01%0.01%Q1 2019Q1 20205
HALL LAURIE J TRUSTEE 410.00%0.00%0.01%Q2 2018Q4 20205
Capital Analysts, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Financial Services Advisory Inc 550.29%1.68%5.35%Q3 2022Q3 20235
Ruggie Capital Group 410.00%0.40%0.83%Q2 2018Q3 20195
Wellesley Investment Partners, LLC 550.10%0.10%0.11%Q2 2018Q2 20195
Transparent Wealth Partners LLC 410.29%0.38%0.45%Q4 2021Q1 20235
FIRST HAWAIIAN BANK 550.06%0.07%0.13%Q2 2018Q2 20195
EverSource Wealth Advisors, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
Confluence Wealth Services, Inc. 410.01%0.06%0.08%Q4 2021Q3 20235
Delphi Private Advisors LLC 550.51%0.67%0.78%Q2 2018Q2 20195
CUTLER INVESTMENT COUNSEL LLC 550.21%0.28%0.38%Q2 2018Q2 20195
CX Institutional 550.01%0.01%0.02%Q4 2018Q4 20195
CAHABA WEALTH MANAGEMENT, INC. 550.03%0.04%0.05%Q3 2022Q3 20235
PINNACLE ASSOCIATES LTD 550.01%0.06%0.10%Q2 2018Q2 20195
Apexium Financial, LP 550.06%0.07%0.08%Q3 2022Q3 20235
TWO SIGMA SECURITIES, LLC 110.00%0.01%0.03%Q1 2020Q3 20234
Realta Investment Advisors 220.01%0.02%0.04%Q3 2022Q3 20234
LEVEL FOUR ADVISORY SERVICES, LLC 310.01%0.05%0.07%Q2 2018Q4 20194
Cutler Group LLC / CA 210.00%0.00%0.00%Q1 2021Q3 20234
Schechter Investment Advisors, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
TRUST DEPARTMENT MB FINANCIAL BANK N A 440.01%0.01%0.01%Q2 2018Q1 20194
VitalStone Financial, LLC 440.05%0.07%0.09%Q4 2022Q3 20234
Canton Hathaway, LLC 310.10%0.11%0.12%Q3 2018Q4 20204
MRA Associates USA LLC 440.11%0.58%1.08%Q4 2018Q3 20194
MONETA GROUP INVESTMENT ADVISORS LLC 210.01%0.04%0.05%Q2 2018Q3 20234
VisionPoint Advisory Group, LLC 440.08%0.12%0.14%Q4 2018Q3 20194
Rehmann Capital Advisory Group 220.01%0.01%0.02%Q2 2018Q2 20194
RITTER DANIHER FINANCIAL ADVISORY LLC 440.00%0.00%0.00%Q2 2021Q1 20224
MCF Advisors LLC 440.00%0.00%0.00%Q2 2019Q1 20204
Busey Bank 440.02%0.02%0.02%Q4 2022Q3 20234
Bison Wealth, LLC 440.01%0.01%0.01%Q4 2020Q3 20214
KWMG, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
SageView Advisory Group, LLC 440.09%0.10%0.12%Q4 2022Q3 20234
Milestone Investment Advisors LLC 440.05%0.07%0.09%Q4 2022Q3 20234
BUCKINGHAM STRATEGIC PARTNERS, LLC 310.02%0.02%0.03%Q1 2022Q3 20234
Pinnacle Wealth Management Advisory Group, LLC 440.17%0.54%0.72%Q2 2018Q1 20194
Keebeck Wealth Management, LLC 442.59%2.83%2.97%Q3 2020Q2 20214
Paul John Balson 440.15%0.20%0.27%Q1 2020Q4 20204
QUADRANT CAPITAL GROUP LLC 310.00%0.00%0.01%Q1 2021Q3 20234
INSIGNEO ADVISORY SERVICES, LLC 440.06%0.10%0.15%Q4 2022Q3 20234
ST GERMAIN D J CO INC 310.01%0.01%0.04%Q4 2022Q4 20234
Horiko Capital Management LLC 440.26%0.30%0.39%Q4 2018Q3 20194
Creative Capital Management Investments LLC 444.01%4.41%5.06%Q4 2022Q3 20234
WealthTrust Fairport, LLC 440.04%0.04%0.04%Q2 2018Q1 20194
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
Verum Partners LLC 440.69%1.05%1.31%Q4 2022Q3 20234
RIA Advisory Group LLC 440.31%0.34%0.40%Q4 2022Q3 20234
Lenox Wealth Advisors, LLC 440.01%0.01%0.01%Q2 2021Q1 20224
SouthState Corp 440.00%0.00%0.00%Q4 2021Q3 20224
Mosaic Family Wealth, LLC 440.04%0.04%0.04%Q2 2018Q1 20194
Willow Creek Wealth Management Inc. 440.07%0.08%0.08%Q4 2022Q3 20234
FURE FINANCIAL CORP 310.01%0.71%2.77%Q4 2019Q1 20214
Corient Private Wealth LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Squar Milner Financial Services LLC 440.00%0.00%0.01%Q2 2018Q1 20194
GUARDIAN WEALTH ADVISORS, LLC / NC 440.02%0.02%0.02%Q4 2022Q3 20234
Financial Alternatives, Inc 440.26%0.27%0.28%Q4 2022Q3 20234
WHITTIER TRUST CO 440.00%0.00%0.00%Q3 2019Q2 20204
Breakwater Capital Group 443.19%3.32%3.45%Q4 2022Q3 20234
Financial Architects, Inc 440.00%0.00%0.00%Q2 2019Q1 20204
CITIZENS FINANCIAL GROUP INC/RI 440.01%0.01%0.01%Q2 2019Q1 20204
Daniels&Tansey,LLP 440.12%0.14%0.15%Q2 2021Q1 20224
Wealthspire Advisors, L.P. 440.01%0.01%0.01%Q2 2018Q1 20194
SeaCrest Wealth Management, LLC 440.01%0.01%0.01%Q2 2018Q1 20194
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.12%0.17%0.20%Q4 2022Q3 20234
Smith, Salley & Associates 310.04%0.12%0.14%Q3 2022Q3 20234
Alaethes Wealth LLC 440.01%0.01%0.01%Q2 2021Q1 20224
Yoder Wealth Management, Inc. 332.50%2.53%2.55%Q1 2023Q3 20233
Sandy Spring Bank 330.01%0.01%0.01%Q1 2023Q3 20233
Parkside Financial Bank & Trust 330.01%0.01%0.01%Q2 2020Q4 20203
Clarkston Capital Partners, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Householder Group Estate & Retirement Specialist, LLC 110.00%0.23%0.69%Q3 2022Q3 20233
Diversified Portfolios, Inc. 330.19%0.20%0.22%Q1 2023Q3 20233
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 330.01%0.01%0.01%Q1 2023Q3 20233
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q3 2018Q2 20233
SIGNET FINANCIAL MANAGEMENT, LLC 210.01%0.01%0.02%Q2 2018Q4 20213
HSBC HOLDINGS PLC 330.00%0.00%0.00%Q2 2018Q4 20183
Hamilton Point Investment Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
TRUST CO OF TOLEDO NA /OH/ 210.03%0.03%0.04%Q4 2021Q4 20233
B. Riley Wealth Advisors, Inc. 210.01%0.01%0.01%Q1 2021Q4 20213
Flagship Private Wealth, LLC 330.02%0.02%0.02%Q4 2020Q2 20213
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Essex Savings Bank 330.01%0.01%0.02%Q4 2018Q2 20193
Lee Financial Co 210.00%0.00%0.00%Q1 2019Q2 20223
ZRC WEALTH MANAGEMENT, LLC 330.06%0.06%0.06%Q1 2023Q3 20233
Arkadios Wealth Advisors 330.19%0.23%0.26%Q1 2023Q3 20233
U.S. Capital Wealth Advisors, LLC 330.01%0.02%0.02%Q1 2023Q3 20233
Prospera Financial Services Inc 210.01%0.02%0.03%Q3 2020Q2 20223
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
PRIVATE CAPITAL MANAGEMENT LLC 330.18%0.19%0.20%Q2 2020Q4 20203
HATTON CONSULTING, INC. 330.38%0.39%0.42%Q1 2021Q3 20213
Advisor Resource Council 110.09%0.13%0.18%Q2 2021Q2 20223
WealthPlan Investment Management, LLC 210.05%0.05%0.05%Q1 2022Q4 20223
Capital One Investing, Inc. 210.06%0.08%0.13%Q4 2018Q3 20193
Coppell Advisory Solutions LLC 210.01%0.01%0.01%Q4 2022Q3 20233
Stonebridge Capital Advisors LLC 210.00%0.00%0.00%Q2 2019Q2 20213
Fortune 45 LLC 330.24%0.24%0.25%Q4 2021Q2 20223
SALEM INVESTMENT COUNSELORS INC 330.01%0.01%0.01%Q1 2023Q3 20233
Csenge Advisory Group 110.02%0.06%0.08%Q2 2020Q3 20223
Connecticut Wealth Management, LLC 330.02%0.02%0.03%Q1 2023Q3 20233
Golden State Wealth Management, LLC 330.00%0.00%0.01%Q1 2019Q3 20193
TWIN FOCUS CAPITAL PARTNERS, LLC 330.07%0.08%0.09%Q2 2019Q4 20193
Princeton Global Asset Management LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Allegheny Financial Group LTD 210.08%0.19%0.30%Q4 2020Q4 20213
New Republic Capital, LLC 330.12%0.12%0.13%Q1 2023Q3 20233
LVW Advisors, LLC 330.05%0.05%0.06%Q2 2019Q4 20193
H&H Retirement Design & Management INC 332.02%2.08%2.13%Q1 2023Q3 20233
J.W. COLE ADVISORS, INC. 330.20%0.31%0.50%Q4 2019Q2 20203
Journey Advisory Group, LLC 330.87%1.22%1.82%Q1 2023Q3 20233
Disciplined Investments, LLC 330.01%0.01%0.01%Q1 2022Q3 20223
Trexquant Investment LP 330.06%0.08%0.10%Q1 2020Q3 20203
COMERICA SECURITIES INC 330.04%0.04%0.05%Q2 2018Q4 20183
Simplicity Solutions, LLC 210.01%0.18%0.28%Q3 2018Q4 20193
Sunbelt Securities, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Blue Trust, Inc. 210.00%0.00%0.00%Q4 2022Q3 20233
NVWM, LLC 330.01%0.02%0.02%Q3 2021Q1 20223
CHOREO, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.08%0.09%0.11%Q1 2023Q3 20233
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Belpointe Asset Management LLC 220.00%0.00%0.01%Q4 2022Q1 20232
Hilltop Holdings Inc. 220.05%0.05%0.05%Q2 2018Q3 20182
Destination Wealth Management 110.00%0.00%0.00%Q3 2018Q2 20192
Patriot Financial Group Insurance Agency, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Global Trust Asset Management, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
Fairhaven Wealth Management, LLC 220.24%0.24%0.25%Q4 2018Q1 20192
FIRST NATIONAL CORP /MA/ /ADV 220.05%0.05%0.05%Q4 2018Q1 20192
Perennial Advisors, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Ferris Capital, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Bridgewater Advisors Inc. 220.43%0.46%0.50%Q2 2021Q3 20212
Sandy Cove Advisors, LLC 220.13%0.14%0.14%Q4 2021Q1 20222
BALASA DINVERNO & FOLTZ LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Clean Yield Group 220.00%0.00%0.00%Q2 2023Q3 20232
Paradigm, Strategies in Wealth Management, LLC 220.03%0.03%0.03%Q1 2021Q2 20212
Price Wealth, LLC 220.85%0.86%0.86%Q2 2020Q3 20202
TCG Advisors, LP 220.00%0.07%0.15%Q1 2019Q2 20192
Beaumont Financial Partners, LLC 220.02%0.02%0.02%Q2 2018Q3 20182
Sage Mountain Advisors LLC 220.00%0.00%0.00%Q2 2023Q3 20232
MATHER GROUP, LLC. 220.01%0.01%0.01%Q2 2023Q3 20232
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q1 2019Q3 20232
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.02%0.04%Q4 2019Q2 20202
Raub Brock Capital Management LP 220.04%0.04%0.04%Q3 2019Q4 20192
Atlas Private Wealth Advisors 220.02%0.02%0.02%Q4 2020Q1 20212
Clear Perspectives Financial Planning, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
RiverTree Advisors, LLC 221.29%1.40%1.51%Q3 2021Q4 20212
Cherry Tree Wealth Management, LLC 220.05%0.05%0.05%Q2 2023Q3 20232
Farther Finance Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Lion Street Advisors, LLC 110.18%0.18%0.18%Q1 2023Q3 20232
GUIDANCE CAPITAL, INC 221.24%1.27%1.29%Q2 2023Q3 20232
IMA Wealth, Inc. 220.02%0.02%0.03%Q4 2019Q1 20202
Vontobel Holding Ltd. 220.00%0.00%0.00%Q2 2021Q3 20212
Spartan Planning & Wealth Management 110.00%0.00%0.00%Q4 2022Q3 20232
Wealth Advisory Solutions, LLC 221.10%1.21%1.32%Q1 2022Q2 20222
TRUEWEALTH LLC 220.04%0.04%0.04%Q1 2020Q2 20202
Coston, McIsaac & Partners 220.01%0.01%0.01%Q2 2023Q3 20232
Intercontinental Wealth Advisors, LLC 220.05%0.07%0.08%Q4 2018Q1 20192
Spectrum Wealth Advisory Group, LLC 220.35%0.41%0.47%Q1 2019Q2 20192
EVERGREEN CAPITAL MANAGEMENT LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Exchange Capital Management, Inc. 220.05%0.05%0.05%Q2 2023Q3 20232
Vestpro Financial Partners, Inc. dba CPF Texas 220.03%0.03%0.03%Q2 2018Q3 20182
WIN ADVISORS, INC 110.08%1.36%2.65%Q2 2022Q2 20232
LexAurum Advisors, LLC 220.20%0.20%0.20%Q4 2018Q1 20192
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
Salient Private Client, LLC 220.58%0.61%0.65%Q2 2018Q3 20182
HC Financial Advisors, Inc. 220.58%0.65%0.73%Q2 2018Q3 20182
Clear Creek Financial Management, LLC 220.15%0.16%0.18%Q2 2019Q3 20192
FRONTIER INVESTMENT MGMT CO 220.03%0.03%0.03%Q1 2020Q2 20202
Allred Capital Management, LLC 110.01%0.01%0.01%Q4 2019Q1 20212
CoreCap Advisors, LLC 110.00%0.00%0.00%Q2 2022Q4 20222
MANUFACTURERS LIFE INSURANCE COMPANY, THE 220.00%0.00%0.00%Q2 2018Q3 20182
Plancorp, LLC 220.01%0.01%0.02%Q1 2022Q2 20222
KEYBANK NATIONAL ASSOCIATION/OH 110.00%0.00%0.00%Q2 2018Q1 20232
DORCHESTER WEALTH MANAGEMENT Co 110.06%0.06%0.06%Q3 2019Q3 20191
Summit Financial Wealth Advisors, LLC 110.13%0.13%0.13%Q1 2020Q1 20201
Safeguard Financial, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
REILLY FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
TD Waterhouse Canada Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Insight Folios Inc 110.14%0.14%0.14%Q2 2021Q2 20211
Claro Advisors LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Field & Main Bank 110.09%0.09%0.09%Q4 2019Q4 20191
Neuberger Berman Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.02%0.02%0.02%Q3 2018Q3 20181
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
Ken Stern & Associates, Inc. 110.31%0.31%0.31%Q3 2018Q3 20181
Independent Advisor Alliance 110.04%0.04%0.04%Q4 2019Q4 20191
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
CATALYST FINANCIAL PARTNERS LLC 110.15%0.15%0.15%Q4 2022Q4 20221
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q1 2022Q1 20221
FLAGSTAR ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
Frontier Wealth Management LLC 110.68%0.68%0.68%Q2 2022Q2 20221
MYCIO WEALTH PARTNERS, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Prairiewood Capital, LLC 111.07%1.07%1.07%Q3 2022Q3 20221
PCA Investment Advisory Services Inc. 110.08%0.08%0.08%Q2 2023Q2 20231
KCS Wealth Advisory 110.01%0.01%0.01%Q3 2019Q3 20191
Investors Financial Group, LLC 110.21%0.21%0.21%Q4 2019Q4 20191
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
WELCH & FORBES LLC 110.01%0.01%0.01%Q2 2020Q2 20201
LANDAAS & CO /WI /ADV 110.03%0.03%0.03%Q2 2018Q2 20181
TAP Consulting, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Austin Wealth Management, LLC 110.30%0.30%0.30%Q3 2023Q3 20231
RWA WEALTH PARTNERS, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Goodwin Investment Advisory 110.00%0.00%0.00%Q1 2021Q1 20211
Indiana Trust & Investment Management CO 110.13%0.13%0.13%Q3 2023Q3 20231
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.01%0.01%0.01%Q2 2021Q2 20211
Raab & Moskowitz Asset Management LLC 110.23%0.23%0.23%Q4 2018Q4 20181
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q3 2023Q3 20231
IAG Wealth Partners, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
TRUEFG, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
HOWARD WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Grandview Asset Management LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Capital Advisors, Ltd. LLC 110.00%0.00%0.00%Q2 2018Q2 20181
GTS SECURITIES LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Bogart Wealth, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
RVW Wealth, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
MGO ONE SEVEN LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Arlington Partners LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Waldron Private Wealth LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Kalos Management, Inc. 110.04%0.04%0.04%Q4 2022Q4 20221
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
Wescott Financial Advisory Group, LLC 110.22%0.22%0.22%Q1 2022Q1 20221
LITTLE HOUSE CAPITAL LLC 110.10%0.10%0.10%Q1 2019Q1 20191
SEI INVESTMENTS CO 110.00%0.00%0.00%Q2 2018Q2 20181
SG Americas Securities, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Inscription Capital, LLC 110.11%0.11%0.11%Q2 2021Q2 20211
GeoWealth Management, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Smith Anglin Financial, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
Lakewood Asset Management LLC 110.07%0.07%0.07%Q4 2022Q4 20221
Fragasso Group Inc. 110.10%0.10%0.10%Q4 2018Q4 20181
Red Door Wealth Management, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q1 2019Q1 20191
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
CAPITAL ONE, NATIONAL ASSOCIATION 110.03%0.03%0.03%Q4 2019Q4 20191
Hartford Financial Management Inc. 110.01%0.01%0.01%Q2 2018Q2 20181
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Blue Sky Asset Management, LLC 114.48%4.48%4.48%Q4 2019Q4 20191
Edge Advisors, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
WoodTrust Financial Corp 110.12%0.12%0.12%Q3 2020Q3 20201
CAPITAL ONE FINANCIAL CORP 110.03%0.03%0.03%Q2 2020Q2 20201
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q1 2019Q1 20191
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q3 2023Q3 20231
COMMERCE BANK 110.01%0.01%0.01%Q3 2018Q3 20181
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.02%0.02%0.02%Q2 2018Q2 20181
Legacy Financial Group LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Glass Jacobson Investment Advisors llc 110.01%0.01%0.01%Q4 2022Q4 20221
Guardian Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
BADGLEY PHELPS & BELL INC 110.04%0.04%0.04%Q4 2018Q4 20181
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q4 2021Q4 20211
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
GSG Advisors LLC 110.23%0.23%0.23%Q3 2023Q3 20231
Global Wealth Management Investment Advisory, Inc. 110.02%0.02%0.02%Q1 2019Q1 20191
Advocacy Wealth Management Services, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Thor Advisors, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Premia Global Advisors, LLC 110.33%0.33%0.33%Q2 2018Q2 20181
Tyler-Stone Wealth Management 110.00%0.00%0.00%Q3 2023Q3 20231
Surevest, LLC 110.16%0.16%0.16%Q4 2018Q4 20181
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
BBVA USA Bancshares, Inc. 110.02%0.02%0.02%Q2 2019Q2 20191
LJI Wealth Management, LLC 110.12%0.12%0.12%Q4 2022Q4 20221
Charter Oak Capital Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
COLDSTREAM CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q2 2022Q2 20221
Steinberg Global Asset Management 110.03%0.03%0.03%Q1 2019Q1 20191
Mosaic Financial Partners, Inc. 113.83%3.83%3.83%Q2 2018Q2 20181
FSC Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Connectus Wealth, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Strategic Wealth Partners, Ltd. 110.00%0.00%0.00%Q3 2019Q3 20191
JMG Financial Group, Ltd. 110.01%0.01%0.01%Q3 2021Q3 20211
Paragon Capital Management Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
LODESTAR INVESTMENT COUNSEL LLC/IL 110.28%0.28%0.28%Q2 2018Q2 20181
CATALYST PRIVATE WEALTH, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
AlphaCore Capital LLC 110.01%0.01%0.01%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
HOWE & RUSLING INC 110.00%0.00%0.00%Q4 2019Q4 20191
Investmark Advisory Group LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Trifecta Capital Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Gerber Kawasaki Wealth & Investment Management 110.01%0.01%0.01%Q3 2021Q3 20211
Permit Capital Advisors, LLC 111.36%1.36%1.36%Q1 2022Q1 20221
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
ASSETMARK, INC 110.00%0.00%0.00%Q2 2023Q2 20231
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.