Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
OPTIMUM INVESTMENT ADVISORS | 23 | 23 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2023 | 23 |
Somerset Trust Co | 23 | 23 | 0.21% | 0.36% | 0.62% | Q2 2018 | Q4 2023 | 23 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Creative Planning | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
US BANCORP \DE\ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
SPINNAKER TRUST | 22 | 22 | 0.08% | 0.09% | 0.11% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.00% | 0.01% | 0.06% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
STIFEL FINANCIAL CORP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
GOLDMAN SACHS GROUP INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Private Ocean, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 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 |
Texas Yale Capital Corp. | 21 | 21 | 0.14% | 0.19% | 0.23% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
FMR LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 19 |
Wharton Business Group, LLC | 9 | 1 | 0.01% | 0.05% | 0.11% | Q2 2018 | Q3 2023 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 11 | 7 | 0.05% | 0.05% | 0.06% | Q1 2019 | Q3 2023 | 18 |
Biltmore Family Office, LLC | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Northstar Group, Inc. | 11 | 3 | 0.05% | 0.09% | 0.19% | Q2 2018 | Q2 2023 | 17 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 17 |
OneDigital Investment Advisors LLC | 15 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 16 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 1 | 0.00% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
TOTH FINANCIAL ADVISORY CORP | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
BANK OF MONTREAL /CAN/ | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 14 |
Private Capital Group, LLC | 9 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2021 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
IFP Advisors, Inc | 7 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 14 |
Tower Research Capital LLC (TRC) | 9 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 14 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.68% | 0.77% | 0.97% | Q2 2018 | Q2 2023 | 14 |
SeaCrest Wealth Management, LLC | 8 | 6 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q2 2022 | 14 |
Bartlett & Co. LLC | 8 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2023 | 14 |
Seelaus Asset Management LLC | 6 | 3 | 0.14% | 0.19% | 0.26% | Q2 2018 | Q3 2023 | 13 |
Advisory Services Network, LLC | 8 | 1 | 0.00% | 0.03% | 0.16% | Q2 2018 | Q1 2023 | 13 |
CVA Family Office, LLC | 11 | 2 | 0.01% | 0.03% | 0.07% | Q1 2020 | Q2 2023 | 13 |
American Portfolios Advisors | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2022 | 13 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 6 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 13 |
Atria Investments, Inc | 12 | 1 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 13 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2021 | 13 |
Founders Financial Alliance, LLC | 7 | 5 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Beacon Pointe Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
McGuire Investment Group, LLC | 6 | 1 | 0.10% | 0.21% | 0.27% | Q2 2019 | Q3 2023 | 12 |
AllSquare Wealth Management LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
MML INVESTORS SERVICES, LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
BESSEMER GROUP INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
Clean Yield Group | 10 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Global Retirement Partners, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2020 | 11 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2021 | 11 |
Addison Advisors LLC | 10 | 1 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Baystate Wealth Management LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
OPPENHEIMER & CO INC | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Avantax Planning Partners, Inc. | 6 | 4 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2022 | 10 |
XPONANCE, INC. | 9 | 9 | 0.01% | 0.43% | 0.82% | Q2 2018 | Q2 2020 | 9 |
TRUIST FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 9 |
Concentrum Wealth Management | 6 | 3 | 0.13% | 0.27% | 0.36% | Q4 2018 | Q2 2021 | 9 |
MERCER GLOBAL ADVISORS INC /ADV | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2021 | 9 |
Financial Architects, Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
SOA Wealth Advisors, LLC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Main Management ETF Advisors, LLC | 8 | 8 | 6.13% | 6.21% | 6.33% | Q4 2020 | Q3 2022 | 8 |
QUADRANT CAPITAL GROUP LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 8 |
Jaffetilchin Investment Partners, LLC | 5 | 3 | 0.04% | 0.08% | 0.15% | Q4 2018 | Q2 2021 | 8 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 8 |
Main Management LLC | 8 | 8 | 2.33% | 2.48% | 2.65% | Q4 2020 | Q3 2022 | 8 |
Janney Montgomery Scott LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 8 |
Mariner, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 8 |
Lindbrook Capital, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 7 |
DEUTSCHE BANK AG\ | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
Parallel Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q4 2019 | 7 |
CAPTRUST FINANCIAL ADVISORS | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 7 |
THEORY FINANCIAL LLC | 4 | 3 | 2.06% | 2.29% | 2.55% | Q4 2021 | Q3 2023 | 7 |
Glassman Wealth Services | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Kessler Investment Group, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
FLOW TRADERS U.S. LLC | 6 | 6 | 0.02% | 0.05% | 0.07% | Q3 2021 | Q4 2022 | 6 |
NewEdge Wealth, LLC | 6 | 6 | 0.03% | 0.07% | 0.10% | Q4 2020 | Q1 2022 | 6 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 6 | 6 | 0.02% | 0.92% | 1.88% | Q4 2019 | Q1 2021 | 6 |
Gladstone Institutional Advisory LLC | 6 | 6 | 0.02% | 0.03% | 0.06% | Q1 2022 | Q2 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 6 |
BARCLAYS PLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 6 |
SCOTIA CAPITAL INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2019 | 6 |
Qube Research & Technologies Ltd | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
HighMark Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Wealthcare Advisory Partners LLC | 5 | 5 | 0.03% | 0.06% | 0.14% | Q3 2022 | Q3 2023 | 5 |
HARBOUR INVESTMENT MANAGEMENT LLC | 5 | 5 | 1.26% | 1.32% | 1.41% | Q3 2022 | Q3 2023 | 5 |
Fortis Advisors, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q2 2019 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 5 |
WHITTIER TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
WEDBUSH SECURITIES INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
WRAPMANAGER INC | 2 | 2 | 0.12% | 0.17% | 0.23% | Q2 2018 | Q2 2019 | 4 |
Vontobel Swiss Wealth Advisors AG | 4 | 4 | 0.43% | 0.88% | 1.06% | Q2 2018 | Q1 2019 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Wealthspire Advisors, L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
VISTA INVESTMENT MANAGEMENT | 2 | 1 | 0.18% | 0.24% | 0.33% | Q2 2018 | Q4 2019 | 4 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.05% | 0.09% | Q3 2018 | Q4 2019 | 4 |
BB&T SECURITIES, LLC | 4 | 4 | 0.00% | 0.02% | 0.02% | Q2 2018 | Q1 2019 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
First Horizon Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
GREAT VALLEY ADVISOR GROUP, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Versant Capital Management, Inc | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Carroll Financial Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GLENMEDE TRUST CO NA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Personal Wealth Partners | 2 | 1 | 0.04% | 0.04% | 0.05% | Q3 2019 | Q2 2021 | 3 |
Faithward Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Meadow Creek Wealth Advisors LLC | 3 | 3 | 0.26% | 0.28% | 0.29% | Q4 2021 | Q2 2022 | 3 |
Valeo Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 3 |
CITIGROUP INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 3 |
Total Clarity Wealth Management, Inc. | 3 | 3 | 0.13% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Yoder Wealth Management, Inc. | 3 | 3 | 0.18% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Rehmann Capital Advisory Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
PFG Investments, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
HARBOUR INVESTMENTS, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Koshinski Asset Management, Inc. | 2 | 1 | 0.07% | 0.09% | 0.11% | Q2 2018 | Q1 2019 | 3 |
MCF Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
AE Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
RAYMOND JAMES TRUST N.A. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2018 | Q3 2018 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 2 | 0.13% | 0.19% | 0.26% | Q3 2019 | Q4 2019 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 2 |
SOLARIS ASSET MANAGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
Ledyard National Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Guidant Wealth Advisors | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
NVWM, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
HOWE & RUSLING INC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2018 | 2 |
True Capital Management | 2 | 2 | 0.74% | 0.78% | 0.81% | Q4 2022 | Q1 2023 | 2 |
Red Door Wealth Management, LLC | 2 | 2 | 0.20% | 0.20% | 0.21% | Q2 2021 | Q3 2021 | 2 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2020 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
Narus Financial Partners, LLC | 1 | 1 | 0.15% | 0.18% | 0.21% | Q1 2022 | Q3 2023 | 2 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.16% | 0.31% | Q4 2020 | Q2 2023 | 2 |
Allworth Financial LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Wealth Quarterback LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q2 2021 | 2 |
INNEALTA CAPITAL, LLC | 2 | 2 | 1.04% | 1.39% | 1.74% | Q4 2018 | Q1 2019 | 2 |
Bank of New York Mellon Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Lenox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CEDAR HILL ASSOCIATES, LLC | 1 | 1 | 2.02% | 2.02% | 2.02% | Q2 2018 | Q2 2018 | 1 |
RFP Financial Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 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 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ACG Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
STEEL GROVE CAPITAL ADVISORS, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CX Institutional | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
LVZ, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q1 2023 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Parkside Investments, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q2 2018 | Q2 2018 | 1 |
First Personal Financial Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Bullseye Investment Management, LLC | 1 | 1 | 2.52% | 2.52% | 2.52% | Q4 2022 | Q4 2022 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2019 | Q4 2019 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
Anchor Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
ProVise Management Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
External links
This page lists all the filers that currently own INVESCO EXCH TRADED FD TR II or have owned INVESCO EXCH TRADED FD TR II in the past.