Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Parallel Advisors, LLC | 22 | 22 | 0.01% | 0.06% | 0.11% | Q2 2018 | Q3 2023 | 22 |
Cetera Advisor Networks LLC | 22 | 22 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
CONDOR CAPITAL MANAGEMENT | 22 | 22 | 0.13% | 0.86% | 2.57% | Q2 2018 | Q3 2023 | 22 |
Baird Financial Group, Inc. | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
CULLEN/FROST BANKERS, INC. | 22 | 22 | 0.12% | 0.17% | 0.23% | Q2 2018 | Q3 2023 | 22 |
Ullmann Wealth Partners Group, LLC | 22 | 22 | 1.10% | 2.97% | 5.35% | Q2 2018 | Q3 2023 | 22 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 22 | 22 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.02% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 22 |
Janney Montgomery Scott LLC | 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 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 22 | 22 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.01% | 0.03% | 0.12% | Q2 2018 | Q3 2023 | 22 |
First Personal Financial Services | 22 | 22 | 0.01% | 0.84% | 1.94% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.00% | 0.01% | 0.06% | Q2 2018 | Q3 2023 | 22 |
MML INVESTORS SERVICES, LLC | 22 | 22 | 0.01% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 22 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 22 | 22 | 0.02% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Focused Wealth Management, Inc | 22 | 22 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 22 |
OPPENHEIMER & CO INC | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Wharton Business Group, LLC | 22 | 22 | 0.53% | 1.26% | 2.20% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Sound Income Strategies, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
US BANCORP \DE\ | 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 |
ENVESTNET ASSET MANAGEMENT INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
STIFEL FINANCIAL CORP | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 21 |
Global Retirement Partners, LLC | 14 | 7 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 21 |
FARMERS & MERCHANTS INVESTMENTS INC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
BANK OF MONTREAL /CAN/ | 19 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
Private Advisor Group, LLC | 19 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 21 |
MCF Advisors LLC | 14 | 7 | 0.03% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 21 |
McIlrath & Eck, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
GREENLEAF TRUST | 14 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
GLENMEDE TRUST CO NA | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
Tower Research Capital LLC (TRC) | 15 | 6 | 0.00% | 0.02% | 0.13% | Q2 2018 | Q3 2023 | 21 |
Prospera Financial Services Inc | 17 | 4 | 0.01% | 0.04% | 0.16% | Q2 2018 | Q3 2023 | 21 |
Beacon Capital Management, Inc. | 12 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
Bedel Financial Consulting, Inc. | 21 | 21 | 0.09% | 0.21% | 0.33% | Q2 2018 | Q2 2023 | 21 |
FMR LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Institute for Wealth Management, LLC. | 20 | 20 | 0.11% | 0.13% | 0.21% | Q4 2018 | Q3 2023 | 20 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
V Wealth Advisors LLC | 11 | 9 | 0.06% | 0.09% | 0.15% | Q2 2018 | Q2 2023 | 20 |
HighTower Advisors, LLC | 20 | 20 | 0.00% | 0.02% | 0.14% | Q4 2018 | Q3 2023 | 20 |
JNBA Financial Advisors | 20 | 20 | 0.18% | 0.27% | 0.35% | Q4 2018 | Q3 2023 | 20 |
IFP Advisors, Inc | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 19 |
Cetera Investment Advisers | 12 | 7 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 19 |
NATIXIS | 12 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 19 |
TRUSTCORE FINANCIAL SERVICES, LLC | 19 | 19 | 0.64% | 2.87% | 10.89% | Q2 2018 | Q4 2022 | 19 |
Strategic Investment Advisors / MI | 18 | 1 | 0.09% | 0.60% | 1.29% | Q4 2018 | Q3 2023 | 19 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 18 |
ACG Wealth | 18 | 18 | 0.06% | 0.08% | 0.10% | Q2 2018 | Q3 2022 | 18 |
American Portfolios Advisors | 18 | 18 | 0.04% | 0.08% | 0.18% | Q2 2018 | Q3 2022 | 18 |
BLAIR WILLIAM & CO/IL | 11 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
Evercore Wealth Management, LLC | 17 | 17 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Consolidated Planning Corp | 16 | 16 | 0.19% | 0.74% | 1.54% | Q4 2019 | Q3 2023 | 16 |
LexAurum Advisors, LLC | 15 | 1 | 0.08% | 0.12% | 0.16% | Q3 2018 | Q3 2022 | 16 |
Capital Advisory Group Advisory Services, LLC | 14 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2022 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.00% | 0.23% | 0.61% | Q4 2019 | Q3 2023 | 16 |
Sandy Spring Bank | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.06% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 16 |
HOWARD WEALTH MANAGEMENT, LLC | 16 | 16 | 0.32% | 0.43% | 0.62% | Q4 2019 | Q3 2023 | 16 |
Carroll Financial Associates, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 15 |
Asset Planning Services, Ltd. | 15 | 15 | 0.18% | 0.23% | 0.28% | Q2 2018 | Q4 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
MUFG Americas Holdings Corp | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 15 |
Creative Planning | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 15 |
Armbruster Capital Management, Inc. | 15 | 15 | 0.09% | 0.11% | 0.13% | Q1 2020 | Q3 2023 | 15 |
Cornerstone Wealth Management, LLC | 7 | 1 | 0.02% | 0.05% | 0.10% | Q2 2018 | Q3 2023 | 15 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Integrated Wealth Concepts LLC | 14 | 14 | 0.07% | 0.11% | 0.13% | Q3 2019 | Q4 2022 | 14 |
MATRIX PRIVATE CAPITAL GROUP LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 14 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2021 | 14 |
Western Wealth Management, LLC | 8 | 6 | 0.08% | 0.10% | 0.12% | Q1 2020 | Q3 2023 | 14 |
GOLDMAN SACHS GROUP INC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 14 |
Riverpoint Wealth Management Holdings, LLC | 13 | 13 | 0.52% | 0.64% | 0.78% | Q2 2018 | Q2 2021 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 13 | 13 | 0.49% | 0.79% | 0.91% | Q4 2020 | Q4 2023 | 13 |
NEXT Financial Group, Inc | 7 | 6 | 0.00% | 0.01% | 0.10% | Q3 2018 | Q4 2021 | 13 |
STEPHENS INC /AR/ | 13 | 13 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2022 | 13 |
JPMORGAN CHASE & CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.24% | 0.31% | 0.40% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
TRUIST FINANCIAL CORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
Ameritas Investment Company, LLC | 12 | 12 | 0.04% | 0.38% | 0.69% | Q4 2018 | Q3 2021 | 12 |
Patriot Financial Group Insurance Agency, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2022 | 12 |
AMERIPRISE FINANCIAL INC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 12 |
ASSETMARK, INC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2022 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
FIFTH THIRD BANCORP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 12 |
CWM, LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 11 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 11 | 11 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q4 2020 | 11 |
Spire Wealth Management | 11 | 11 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Sigma Planning Corp | 9 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2023 | 11 |
CAPTRUST FINANCIAL ADVISORS | 8 | 3 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 11 |
Belpointe Asset Management LLC | 11 | 11 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q1 2023 | 11 |
Harborview Advisors, LLC | 11 | 11 | 0.16% | 0.25% | 0.32% | Q1 2019 | Q3 2021 | 11 |
CREDIT SUISSE AG/ | 6 | 5 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2021 | 11 |
KAYS FINANCIAL ADVISORY CORP /ADV | 11 | 11 | 0.05% | 1.65% | 4.55% | Q1 2018 | Q3 2020 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q3 2020 | 10 |
First Allied Advisory Services, Inc. | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2020 | 10 |
WealthShield Partners, LLC | 7 | 3 | 0.00% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 10 |
MRA Advisory Group | 10 | 10 | 3.13% | 5.34% | 8.06% | Q2 2021 | Q3 2023 | 10 |
First Heartland Consultants, Inc. | 7 | 1 | 0.05% | 0.28% | 1.36% | Q2 2018 | Q4 2022 | 10 |
THRIVENT FINANCIAL FOR LUTHERANS | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 10 |
Koshinski Asset Management, Inc. | 7 | 1 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q1 2023 | 10 |
Activest Wealth Management | 9 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Pinnacle Bancorp, Inc. | 9 | 9 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2020 | 9 |
TCI Wealth Advisors, Inc. | 8 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2023 | 9 |
TRUEWEALTH LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q2 2020 | 9 |
Global Financial Private Capital, Inc | 9 | 9 | 0.13% | 0.24% | 0.32% | Q2 2018 | Q2 2020 | 9 |
IVC Wealth Advisors LLC | 6 | 1 | 0.13% | 0.15% | 0.20% | Q4 2020 | Q3 2023 | 9 |
TSFG, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
HARBOUR INVESTMENTS, INC. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Qube Research & Technologies Ltd | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q4 2020 | 9 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.06% | 0.10% | 0.16% | Q4 2021 | Q3 2023 | 8 |
TCTC Holdings, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
RDA Financial Network | 4 | 4 | 0.08% | 0.09% | 0.11% | Q1 2019 | Q3 2023 | 8 |
OPTIMUM INVESTMENT ADVISORS | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
Evolution Advisers, Inc. | 8 | 8 | 0.81% | 0.87% | 0.91% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.03% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Advisory Resource Group | 8 | 8 | 0.13% | 0.18% | 0.20% | Q4 2018 | Q3 2020 | 8 |
Horizon Family Wealth, Inc. | 8 | 8 | 2.09% | 2.29% | 2.64% | Q4 2021 | Q3 2023 | 8 |
SVB WEALTH LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
Bison Wealth, LLC | 8 | 8 | 0.01% | 0.16% | 0.36% | Q4 2019 | Q3 2021 | 8 |
Rockwood Wealth Management, LLC | 8 | 8 | 0.07% | 0.13% | 0.21% | Q4 2021 | Q3 2023 | 8 |
SIGNATUREFD, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
Braun-Bostich & Associates Inc. | 5 | 3 | 0.02% | 0.06% | 0.08% | Q2 2018 | Q2 2020 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
EPG Wealth Management LLC | 5 | 3 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Wellesley Investment Partners, LLC | 8 | 8 | 0.09% | 0.12% | 0.14% | Q2 2018 | Q1 2020 | 8 |
Paragon Private Wealth Management, LLC | 8 | 8 | 1.22% | 1.39% | 1.54% | Q4 2021 | Q3 2023 | 8 |
SimpliFi, Inc. | 8 | 8 | 0.26% | 3.58% | 5.02% | Q4 2021 | Q3 2023 | 8 |
TNF LLC | 8 | 8 | 0.09% | 0.18% | 0.30% | Q3 2021 | Q2 2023 | 8 |
Alpha Cubed Investments, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 7 |
Wescott Financial Advisory Group, LLC | 7 | 7 | 0.06% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Brinker Capital Investments, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Winslow, Evans & Crocker, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
Sullivan, Bruyette, Speros & Blaney, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 7 |
Mason & Associates Inc | 7 | 7 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q2 2023 | 7 |
Newbridge Financial Services Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q4 2019 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 5.48% | 6.68% | 7.32% | Q2 2022 | Q3 2023 | 6 |
UBS ASSET MANAGEMENT AMERICAS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.01% | 0.05% | 0.06% | Q3 2018 | Q4 2019 | 6 |
Firestone Capital Management | 4 | 2 | 0.60% | 0.63% | 0.67% | Q4 2021 | Q3 2023 | 6 |
Madden Advisory Services, Inc. | 6 | 6 | 0.49% | 0.59% | 0.71% | Q4 2018 | Q1 2020 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 5.59% | 5.85% | 6.24% | Q4 2020 | Q1 2022 | 6 |
TUCKER ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Key FInancial Inc | 6 | 6 | 0.01% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
TIEDEMANN ADVISORS, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2022 | 6 |
TCWP LLC | 6 | 6 | 0.63% | 0.67% | 0.71% | Q4 2021 | Q1 2023 | 6 |
WILLNER & HELLER, LLC | 5 | 5 | 1.43% | 1.57% | 1.64% | Q4 2021 | Q4 2022 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
Realta Investment Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 5 |
MOTCO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
IHT Wealth Management, LLC | 4 | 1 | 0.01% | 0.06% | 0.21% | Q1 2020 | Q3 2023 | 5 |
CENTAURUS FINANCIAL, INC. | 5 | 5 | 0.09% | 0.12% | 0.14% | Q2 2018 | Q2 2019 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Wealthcare Advisory Partners LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q2 2019 | 5 |
Virtu Financial LLC | 4 | 1 | 0.01% | 0.08% | 0.30% | Q2 2018 | Q3 2019 | 5 |
CENTRAL TRUST Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
Bay Harbor Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Retirement Investment Advisors, Inc. | 4 | 4 | 0.08% | 0.18% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
SECURITY NATIONAL TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Ellis Investment Partners, LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2022 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
JONES FINANCIAL COMPANIES LLLP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Rehmann Capital Advisory Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PLIMOTH TRUST CO LLC | 4 | 4 | 0.34% | 0.35% | 0.36% | Q2 2018 | Q1 2019 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Pflug Koory, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q1 2019 | 4 |
GRIMES & COMPANY, INC. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q1 2019 | 4 |
Circle Wealth Management, LLC | 4 | 4 | 0.04% | 0.41% | 1.48% | Q1 2020 | Q4 2020 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2019 | 4 |
Parker Financial LLC | 4 | 4 | 0.68% | 0.85% | 1.00% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.08% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 4 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 3 |
BlackRock Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
FIRST MANHATTAN CO. LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 3 |
WealthTrust-Arizona, LLC | 3 | 3 | 11.18% | 11.54% | 11.87% | Q2 2018 | Q4 2018 | 3 |
Advisor Resource Council | 3 | 3 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q2 2022 | 3 |
SG Americas Securities, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
MinichMacGregor Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2022 | 3 |
Gratus Capital, LLC | 3 | 3 | 0.44% | 1.66% | 2.28% | Q2 2018 | Q4 2018 | 3 |
REGIONS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Sound View Wealth Advisors Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
AE Wealth Management LLC | 1 | 1 | 0.01% | 0.04% | 0.09% | Q3 2018 | Q1 2022 | 3 |
Good Life Advisors, LLC | 3 | 3 | 0.16% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
CMH Wealth Management LLC | 3 | 3 | 6.73% | 7.06% | 7.28% | Q2 2018 | Q4 2018 | 3 |
Rockefeller Capital Management L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
GSA CAPITAL PARTNERS LLP | 3 | 3 | 0.04% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Park Place Capital Corp | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Cypress Capital Group | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2022 | 3 |
Cetera Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 2 |
Private Vista, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2019 | Q4 2019 | 2 |
SUNTRUST BANKS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 2 |
Atria Investments, Inc | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q3 2018 | 2 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q4 2019 | 2 |
O'Dell Group, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
WMS Partners, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q4 2019 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Goelzer Investment Management, Inc. | 1 | 1 | 0.02% | 0.04% | 0.07% | Q1 2019 | Q3 2019 | 2 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Exchange Capital Management, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q4 2020 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2020 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q4 2020 | 2 |
PSI Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q1 2020 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q2 2021 | 2 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
BESSEMER GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Garrett Wealth Advisory Group, LLC | 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% | Q4 2021 | Q4 2021 | 1 |
XML Financial, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 1.54% | 1.54% | 1.54% | Q1 2022 | Q1 2022 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
FundX Investment Group, LLC | 1 | 1 | 8.33% | 8.33% | 8.33% | Q4 2019 | Q4 2019 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
American Trust | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
One Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Faithward Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Graves Light Lenhart Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
M&R CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Garden State Investment Advisory Services LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Quantitative Advantage, LLC | 1 | 1 | 4.57% | 4.57% | 4.57% | Q4 2019 | Q4 2019 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Renaissance Technologies | 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 |
PRIVATE TRUST CO NA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 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.