Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Sargent Bickham Lagudis LLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2022 | 26 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 22 | 22 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.00% | 0.01% | 0.09% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
STIFEL FINANCIAL CORP | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
CAPTRUST FINANCIAL ADVISORS | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
Cetera Advisors LLC | 21 | 21 | 0.01% | 0.06% | 0.14% | Q3 2018 | Q3 2023 | 21 |
Cambridge Investment Research Advisors, Inc. | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
COMMONWEALTH EQUITY SERVICES, LLC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
PNC FINANCIAL SERVICES GROUP, INC. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 20 |
EP Wealth Advisors, LLC | 16 | 4 | 0.01% | 0.05% | 0.13% | Q3 2018 | Q3 2023 | 20 |
Sigma Planning Corp | 19 | 19 | 0.02% | 0.18% | 0.31% | Q1 2019 | Q3 2023 | 19 |
CWM, LLC | 10 | 8 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 18 |
JPMORGAN CHASE & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Citadel Advisors | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
FMR LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
WBH ADVISORY INC | 15 | 2 | 0.03% | 0.06% | 0.09% | Q1 2019 | Q2 2023 | 17 |
GLENMEDE TRUST CO NA | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 17 |
Global Retirement Partners, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 17 |
CITIGROUP INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 17 |
M&R CAPITAL MANAGEMENT INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2023 | 17 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
HighTower Advisors, LLC | 16 | 16 | 0.00% | 0.05% | 0.08% | Q2 2018 | Q1 2022 | 16 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 16 | 16 | 0.10% | 0.20% | 0.28% | Q4 2018 | Q3 2022 | 16 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 16 |
Geneos Wealth Management Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
SeaCrest Wealth Management, LLC | 16 | 16 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Tower Research Capital LLC (TRC) | 10 | 1 | 0.00% | 0.03% | 0.14% | Q4 2018 | Q2 2023 | 15 |
GOLDMAN SACHS GROUP INC | 9 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 15 |
Equitable Holdings, Inc. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2023 | 14 |
Jacobi Capital Management LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2021 | 14 |
WEDBUSH SECURITIES INC | 14 | 14 | 0.01% | 0.05% | 0.07% | Q1 2019 | Q2 2022 | 14 |
B. Riley Wealth Advisors, Inc. | 14 | 14 | 0.01% | 0.05% | 0.08% | Q2 2018 | Q3 2021 | 14 |
SECURITY NATIONAL TRUST CO | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2021 | 14 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
MML INVESTORS SERVICES, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2022 | 13 |
American Portfolios Advisors | 13 | 13 | 0.00% | 0.03% | 0.05% | Q3 2018 | Q3 2021 | 13 |
Glassman Wealth Services | 12 | 12 | 0.31% | 0.35% | 0.38% | Q2 2018 | Q1 2021 | 12 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.22% | 0.29% | 0.40% | Q3 2019 | Q2 2023 | 12 |
Danda Trouve Investment Management, Inc. | 12 | 12 | 0.08% | 0.10% | 0.12% | Q4 2019 | Q3 2022 | 12 |
SIGNET FINANCIAL MANAGEMENT, LLC | 10 | 2 | 0.01% | 0.10% | 0.32% | Q2 2018 | Q4 2021 | 12 |
Diversified, LLC | 12 | 12 | 0.07% | 0.71% | 2.10% | Q4 2020 | Q3 2023 | 12 |
Founders Financial Alliance, LLC | 7 | 5 | 0.02% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 12 |
BESSEMER GROUP INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
AE Wealth Management LLC | 12 | 12 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q4 2021 | 12 |
Financial Advocates Investment Management | 12 | 12 | 0.04% | 0.12% | 0.20% | Q1 2019 | Q4 2021 | 12 |
Avitas Wealth Management LLC | 6 | 5 | 0.06% | 0.08% | 0.09% | Q4 2018 | Q3 2021 | 11 |
1832 Asset Management L.P. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2021 | 11 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q4 2021 | 11 |
Addison Advisors LLC | 10 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Cetera Advisor Networks LLC | 8 | 3 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 11 |
OPPENHEIMER & CO INC | 8 | 3 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 11 |
Qube Research & Technologies Ltd | 7 | 1 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 11 |
Certified Advisory Corp | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 10 |
ASPIRIANT, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q2 2021 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q1 2023 | 10 |
Wealthspire Advisors, L.P. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 10 |
Clear Creek Financial Management, LLC | 4 | 1 | 0.03% | 0.06% | 0.11% | Q3 2019 | Q2 2023 | 10 |
IFP Advisors, Inc | 8 | 2 | 0.00% | 0.01% | 0.12% | Q2 2018 | Q2 2021 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
PERSONAL CFO SOLUTIONS, LLC | 10 | 10 | 0.00% | 0.12% | 0.35% | Q3 2019 | Q4 2021 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q4 2021 | 10 |
CENTAURUS FINANCIAL, INC. | 7 | 2 | 0.02% | 0.06% | 0.19% | Q2 2018 | Q1 2022 | 9 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 9 |
Simplicity Solutions, LLC | 6 | 1 | 0.01% | 0.03% | 0.08% | Q1 2019 | Q1 2022 | 9 |
IHT Wealth Management, LLC | 6 | 3 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 9 |
Financial Architects, Inc | 9 | 9 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2020 | 9 |
MASSMUTUAL TRUST CO FSB/ADV | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
Capital Wealth Alliance, LLC | 9 | 9 | 0.15% | 0.77% | 1.23% | Q4 2019 | Q4 2021 | 9 |
Wagner Wealth Management, LLC | 6 | 2 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q1 2022 | 8 |
Kingsview Wealth Management, LLC | 6 | 2 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 8 |
BEAM WEALTH ADVISORS, INC. | 8 | 8 | 0.27% | 0.50% | 0.68% | Q4 2019 | Q3 2021 | 8 |
Winslow, Evans & Crocker, Inc. | 8 | 8 | 0.02% | 0.05% | 0.06% | Q1 2019 | Q4 2020 | 8 |
Gradient Investments LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 7 |
J.P. Morgan Private Wealth Advisors LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 7 |
Bank of New York Mellon Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
TRUIST FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
Defender Capital, LLC. | 7 | 7 | 0.52% | 2.39% | 4.16% | Q1 2020 | Q3 2021 | 7 |
BDO Wealth Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q1 2021 | 7 |
FLOW TRADERS U.S. LLC | 6 | 1 | 0.07% | 0.14% | 0.32% | Q3 2020 | Q2 2022 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
Black Swift Group, LLC | 7 | 7 | 0.24% | 1.24% | 2.94% | Q2 2020 | Q4 2021 | 7 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 7 |
Allworth Financial LP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Cetera Investment Advisers | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Summit Trail Advisors, LLC | 6 | 6 | 0.20% | 0.64% | 2.04% | Q4 2018 | Q1 2020 | 6 |
TOMPKINS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2023 | 6 |
Selective Wealth Management, Inc. | 6 | 6 | 0.02% | 0.04% | 0.08% | Q2 2021 | Q3 2022 | 6 |
Wealthspire Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 6 |
Sandy Cove Advisors, LLC | 3 | 3 | 0.13% | 0.18% | 0.24% | Q4 2021 | Q2 2023 | 6 |
Private Advisor Group, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2022 | 6 |
Bogart Wealth, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q4 2019 | 6 |
Capital Investment Advisory Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q4 2022 | 5 |
Parker Investment Management, LLC | 5 | 5 | 0.08% | 0.11% | 0.13% | Q4 2018 | Q4 2019 | 5 |
Financial Gravity Asset Management, Inc. | 5 | 5 | 0.00% | 0.45% | 1.12% | Q1 2019 | Q1 2020 | 5 |
Private Advisory Group LLC | 5 | 5 | 0.15% | 0.40% | 0.71% | Q2 2018 | Q2 2019 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Rockefeller Capital Management L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
IMC-Chicago, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 5 |
D.A. DAVIDSON & CO. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Triton Wealth Management, PLLC | 3 | 2 | 0.12% | 0.21% | 0.38% | Q1 2020 | Q2 2021 | 5 |
BANK OF MONTREAL /CAN/ | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 5 |
Advisors Preferred, LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q1 2021 | 5 |
Creative Planning | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 5 |
Janney Montgomery Scott LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2020 | 5 |
GREAT VALLEY ADVISOR GROUP, INC. | 5 | 5 | 0.06% | 0.08% | 0.09% | Q2 2020 | Q2 2021 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
CREDIT SUISSE AG/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 4 |
SUNTRUST BANKS INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
TD Waterhouse Canada Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
US BANCORP \DE\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
MinichMacGregor Wealth Management, LLC | 2 | 2 | 0.00% | 0.09% | 0.15% | Q2 2018 | Q1 2021 | 4 |
Steward Partners Investment Advisory, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
IFG Advisory, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q1 2019 | 4 |
Nachman Norwood & Parrott, Inc | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 4 |
Tradewinds Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
BECK CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.10% | 0.39% | 0.87% | Q2 2018 | Q4 2022 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.03% | 0.09% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 0.11% | 0.23% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Lebenthal Global Advisors, LLC | 4 | 4 | 0.30% | 0.36% | 0.42% | Q4 2020 | Q3 2021 | 4 |
Migdal Insurance & Financial Holdings Ltd. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2020 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Fulcrum Equity Management | 4 | 4 | 0.12% | 1.02% | 1.36% | Q2 2020 | Q1 2021 | 4 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q1 2022 | 4 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 4 | 4 | 2.30% | 2.52% | 2.90% | Q4 2019 | Q3 2020 | 4 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 0.33% | 4.18% | 9.94% | Q2 2019 | Q2 2020 | 3 |
Spire Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Realta Investment Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 3 |
Tradition Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Jackson Financial Management | 3 | 3 | 2.36% | 2.51% | 2.61% | Q1 2019 | Q3 2019 | 3 |
Atria Investments, Inc | 3 | 3 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q2 2020 | 3 |
RAYMOND JAMES TRUST N.A. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 3 |
SALEM INVESTMENT COUNSELORS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
ARGI Investment Services, LLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2021 | 3 |
Financial Management Professionals, Inc. | 3 | 3 | 1.08% | 1.23% | 1.33% | Q1 2019 | Q3 2019 | 3 |
Harel Insurance Investments & Financial Services Ltd. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2020 | 3 |
SkyOak Wealth, LLC | 3 | 3 | 0.13% | 0.16% | 0.20% | Q4 2019 | Q2 2020 | 3 |
Capital Advisory Group Advisory Services, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2020 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PFG Advisors | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Parallel Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cardan Capital Partners, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q4 2018 | 2 |
Vontobel Holding Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 2 | 2 | 0.48% | 1.37% | 2.26% | Q4 2020 | Q1 2021 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Merriman Wealth Management, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q4 2020 | 2 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.10% | 0.12% | 0.14% | Q2 2018 | Q4 2018 | 2 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
G&S Capital LLC | 2 | 2 | 0.17% | 0.21% | 0.24% | Q2 2018 | Q3 2018 | 2 |
HARBOUR INVESTMENTS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
MYCIO WEALTH PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 0.58% | 0.79% | 1.00% | Q3 2020 | Q4 2020 | 2 |
Baird Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Kore Private Wealth LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q2 2022 | 2 |
Global Trust Asset Management, LLC | 2 | 2 | 0.40% | 0.47% | 0.53% | Q1 2019 | Q2 2019 | 2 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q1 2020 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 2 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q3 2019 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
DB Wealth Management Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Phoenix Holdings Ltd. | 2 | 2 | 0.43% | 0.49% | 0.54% | Q4 2020 | Q1 2021 | 2 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
London & Capital Asset Management Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
FLAGSHIP HARBOR ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Hartford Financial Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2019 | Q1 2019 | 1 |
MRA Associates USA LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2019 | Q3 2019 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
WADE G W & INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MAGNOLIA CAPITAL ADVISORS LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2020 | Q1 2020 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Running Point Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
MATRIX PRIVATE CAPITAL GROUP LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ProVise Management Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
Belpointe Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Financial Freedom, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own INVESCO EXCHANGE TRADED FD T or have owned INVESCO EXCHANGE TRADED FD T in the past.