Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 29 |
Nicholas Hoffman & Company, LLC. | 22 | 22 | 0.01% | 0.05% | 0.09% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 22 |
Peak Asset Management, LLC | 22 | 22 | 2.28% | 2.60% | 3.17% | Q2 2018 | Q3 2023 | 22 |
CITIGROUP INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 22 | 22 | 0.40% | 0.47% | 0.58% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Focused Wealth Management, Inc | 22 | 22 | 0.00% | 0.07% | 0.87% | Q2 2018 | Q3 2023 | 22 |
Tower Research Capital LLC (TRC) | 22 | 22 | 0.00% | 0.03% | 0.11% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Sandy Spring Bank | 22 | 22 | 0.00% | 0.00% | 0.01% | 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% | 0.00% | Q2 2018 | Q3 2023 | 22 |
WHITTIER TRUST CO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.05% | 0.09% | 0.13% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Bartlett & Co. LLC | 8 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2023 | 21 |
Global Retirement Partners, LLC | 14 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
BANK OF MONTREAL /CAN/ | 19 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CAPTRUST FINANCIAL ADVISORS | 10 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 20 |
PIN OAK INVESTMENT ADVISORS INC | 20 | 20 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Institute for Wealth Management, LLC. | 20 | 20 | 0.14% | 0.17% | 0.28% | Q4 2018 | Q3 2023 | 20 |
MEANS INVESTMENT CO., INC. | 20 | 20 | 0.05% | 0.10% | 0.22% | Q4 2018 | Q3 2023 | 20 |
FMR LLC | 18 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 20 |
JPMORGAN CHASE & CO | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 19 |
J.P. Morgan Private Wealth Advisors LLC | 12 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 19 |
DELTA ASSET MANAGEMENT LLC/TN | 15 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 19 |
American Portfolios Advisors | 18 | 18 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2022 | 18 |
BTR CAPITAL MANAGEMENT INC | 18 | 18 | 0.08% | 0.11% | 0.15% | Q2 2018 | Q3 2022 | 18 |
HighTower Advisors, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 17 |
EXANE DERIVATIVES | 16 | 16 | 0.00% | 0.00% | 0.06% | Q3 2018 | Q2 2022 | 16 |
Tradewinds Capital Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q1 2022 | 16 |
GOLDMAN SACHS GROUP INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
North Star Investment Management Corp. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Chevy Chase Trust Holdings, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 16 |
SeaCrest Wealth Management, LLC | 15 | 1 | 0.01% | 0.05% | 0.10% | Q2 2018 | Q2 2022 | 16 |
Stonebridge Financial Planning Group, LLC | 16 | 16 | 0.03% | 0.30% | 0.46% | Q4 2019 | Q3 2023 | 16 |
Element Wealth, LLC | 16 | 16 | 0.29% | 0.35% | 0.43% | Q4 2019 | Q3 2023 | 16 |
Creative Planning | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
WHITTIER TRUST CO OF NEVADA INC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.22% | 0.37% | 0.96% | Q2 2018 | Q2 2023 | 14 |
Highlander Capital Management, LLC | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 14 |
CITY HOLDING CO | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2021 | 13 |
Advisory Services Network, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 13 |
WADE G W & INC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Diversified, LLC | 12 | 12 | 0.08% | 0.16% | 0.27% | Q4 2020 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 12 |
Carroll Financial Associates, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 12 |
Cetera Advisors LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2022 | 12 |
Gradient Investments LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 11 |
MML INVESTORS SERVICES, LLC | 7 | 4 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
55I, LLC | 11 | 11 | 0.01% | 0.03% | 0.11% | Q1 2020 | Q3 2022 | 11 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
PNC FINANCIAL SERVICES GROUP, INC. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 10 |
Allworth Financial LP | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 10 |
BLAIR WILLIAM & CO/IL | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
Private Capital Group, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
Vontobel Holding Ltd. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Qube Research & Technologies Ltd | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Sowell Financial Services LLC | 7 | 2 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q1 2021 | 9 |
SYNOVUS FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
REILLY FINANCIAL ADVISORS, LLC | 9 | 9 | 0.00% | 0.14% | 0.26% | Q2 2018 | Q2 2020 | 9 |
VALLEY NATIONAL ADVISERS INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2020 | 9 |
Patriot Financial Group Insurance Agency, LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q2 2020 | 8 |
Braun-Bostich & Associates Inc. | 5 | 3 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2020 | 8 |
Advocacy Wealth Management Services, LLC | 8 | 8 | 0.00% | 0.30% | 1.02% | Q2 2020 | Q1 2022 | 8 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 8 |
TRUSTCORE FINANCIAL SERVICES, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Selective Wealth Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
SOA Wealth Advisors, LLC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
TOMPKINS FINANCIAL CORP | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2023 | 8 |
Brinker Capital Investments, LLC | 7 | 7 | 0.10% | 0.58% | 0.87% | Q2 2019 | Q4 2020 | 7 |
CREDIT SUISSE AG/ | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 7 |
HORIZON BANCORP INC /IN/ | 4 | 1 | 0.04% | 0.12% | 0.19% | Q4 2019 | Q3 2023 | 7 |
Realta Investment Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 7 |
Bell Rock Capital LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q4 2019 | 7 |
Annapolis Financial Services, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Global Wealth Management Investment Advisory, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
Lee Financial Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
PITTENGER & ANDERSON INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Jacobi Capital Management LLC | 6 | 6 | 0.07% | 0.12% | 0.16% | Q2 2018 | Q3 2019 | 6 |
FIFTH THIRD BANCORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Larson Financial Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Strategic Blueprint, LLC | 5 | 1 | 0.00% | 0.04% | 0.07% | Q3 2019 | Q4 2021 | 6 |
Sigma Planning Corp | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2019 | 6 |
STIFEL FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
MATRIX PRIVATE CAPITAL GROUP LLC | 4 | 2 | 0.05% | 0.11% | 0.15% | Q4 2020 | Q1 2023 | 6 |
Private Advisor Group, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2020 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 6 |
FormulaFolio Investments, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 6 |
Northeast Financial Consultants Inc | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2021 | 6 |
Anchor Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
J Arnold Wealth Management Co | 3 | 1 | 0.01% | 0.10% | 0.45% | Q4 2019 | Q1 2023 | 6 |
Apexium Financial, LP | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
CIBC Private Wealth Group, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
Orion Portfolio Solutions, LLC | 5 | 5 | 0.02% | 0.06% | 0.14% | Q4 2019 | Q4 2020 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Starfire Investment Advisers, Inc. | 5 | 5 | 0.29% | 0.34% | 0.38% | Q2 2019 | Q2 2020 | 5 |
First Allied Advisory Services, Inc. | 5 | 5 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q2 2020 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.01% | 0.04% | 0.15% | Q3 2020 | Q3 2023 | 5 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 5 |
M&R CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Financial Freedom, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
US BANCORP \DE\ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
USCA RIA LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q3 2020 | Q2 2021 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.07% | 0.10% | 0.14% | Q4 2022 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Rockefeller Capital Management L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Q3 Asset Management | 3 | 1 | 0.51% | 0.99% | 1.58% | Q4 2019 | Q2 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2020 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
Cutler Group LLC / CA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 4 |
Mariner, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
MADISON INVESTMENT HOLDINGS INC | 3 | 1 | 0.01% | 0.07% | 0.13% | Q2 2018 | Q2 2019 | 4 |
Beacon Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
TSFG, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q4 2019 | 4 |
GPS Wealth Strategies Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Rehmann Capital Advisory Group | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 4 |
NORTHWEST WEALTH MANAGEMENT, LLC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q2 2018 | Q1 2019 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 4 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 4 | 4 | 0.27% | 0.31% | 0.34% | Q4 2019 | Q3 2020 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Mosaic Family Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Advanced Asset Management Advisors Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 3 |
Winch Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Edge Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2018 | 3 |
MinichMacGregor Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2021 | 3 |
NewEdge Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
WESPAC Advisors SoCal, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 0.23% | 0.24% | 0.25% | Q4 2020 | Q2 2021 | 3 |
Clarus Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2019 | 3 |
U.S. Capital Wealth Advisors, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q3 2021 | Q1 2022 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
J.W. COLE ADVISORS, INC. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 3 |
Truvestments Capital LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2019 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Asset Dedication, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Tarbox Family Office, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Chicago Partners Investment Group LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
TRUIST FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
First Horizon Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
CBIZ Investment Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2021 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
INR ADVISORY SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2022 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2018 | Q3 2018 | 2 |
SG Americas Securities, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 2 | 0.44% | 0.54% | 0.64% | Q3 2018 | Q4 2018 | 2 |
Ritter Daniher Financial Advisory LLC / DE | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
COMMERCE BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
IMC-Chicago, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
NEXT Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PETTYJOHN, WOOD & WHITE, INC | 1 | 1 | 1.71% | 1.71% | 1.71% | Q2 2023 | Q2 2023 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
American Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q2 2023 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CLIENT 1ST ADVISORY GROUP, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2020 | Q2 2020 | 1 |
Mirae Asset Global Investments Co., Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Lenox Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Maltin Wealth Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
WELLINGTON MANAGEMENT GROUP LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 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.