Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Montecito Bank & Trust | 23 | 23 | 0.22% | 0.30% | 0.43% | Q2 2018 | Q4 2023 | 23 |
OPTIMUM INVESTMENT ADVISORS | 23 | 23 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q4 2023 | 23 |
Somerset Trust Co | 23 | 23 | 0.14% | 0.34% | 0.78% | Q2 2018 | Q4 2023 | 23 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.00% | 0.02% | 0.10% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 22 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Creative Planning | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
SeaCrest Wealth Management, LLC | 22 | 22 | 0.03% | 0.05% | 0.07% | Q2 2018 | Q3 2023 | 22 |
NTV ASSET MANAGEMENT LLC | 22 | 22 | 0.07% | 0.13% | 0.35% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 22 |
US BANCORP \DE\ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 22 | 22 | 0.00% | 0.00% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.00% | 0.01% | 0.07% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22 | 22 | 0.00% | 0.00% | 0.01% | 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 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Tower Research Capital LLC (TRC) | 21 | 21 | 0.01% | 0.14% | 0.66% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
CWM, LLC | 12 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
TCI Wealth Advisors, Inc. | 20 | 20 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2023 | 20 |
Citadel Advisors | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
MML INVESTORS SERVICES, LLC | 18 | 2 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 20 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 20 | 20 | 0.04% | 0.09% | 0.17% | Q4 2018 | Q3 2023 | 20 |
Baird Financial Group, Inc. | 18 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 19 |
Sigma Planning Corp | 19 | 19 | 0.02% | 0.04% | 0.14% | Q2 2018 | Q4 2022 | 19 |
STIFEL FINANCIAL CORP | 19 | 19 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 19 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 19 |
9258 Wealth Management, LLC | 18 | 18 | 0.05% | 0.31% | 0.70% | Q4 2018 | Q1 2023 | 18 |
American Portfolios Advisors | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 18 |
GOLDMAN SACHS GROUP INC | 13 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2023 | 16 |
Riggs Asset Managment Co. Inc. | 16 | 16 | 0.02% | 0.50% | 2.73% | Q4 2019 | Q3 2023 | 16 |
Cetera Investment Advisers | 12 | 3 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Plante Moran Financial Advisors, LLC | 14 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2022 | 15 |
McGuire Investment Group, LLC | 6 | 1 | 0.20% | 0.39% | 0.56% | Q3 2018 | Q3 2023 | 15 |
Atria Investments, Inc | 8 | 7 | 0.01% | 0.07% | 0.36% | Q2 2018 | Q3 2022 | 15 |
1834 INVESTMENT ADVISORS CO | 15 | 15 | 0.00% | 0.03% | 0.12% | Q3 2018 | Q1 2022 | 15 |
Seelaus Asset Management LLC | 8 | 1 | 0.14% | 0.21% | 0.36% | Q2 2018 | Q2 2023 | 15 |
Equitable Holdings, Inc. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 2.05% | 2.29% | 2.61% | Q2 2018 | Q2 2023 | 14 |
Beacon Pointe Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
BESSEMER GROUP INC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 14 |
CENTAURUS FINANCIAL, INC. | 8 | 2 | 0.02% | 0.07% | 0.24% | Q2 2018 | Q1 2022 | 14 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 14 | 14 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q4 2021 | 14 |
Geneos Wealth Management Inc. | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2021 | 14 |
Private Capital Group, LLC | 10 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2021 | 14 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 13 |
Cetera Advisor Networks LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 13 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2021 | 13 |
JPMORGAN CHASE & CO | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
NEXT Financial Group, Inc | 6 | 1 | 0.02% | 0.05% | 0.16% | Q2 2018 | Q4 2021 | 12 |
Capital Investment Advisory Services, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
Founders Financial Alliance, LLC | 7 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
PFG Advisors | 8 | 3 | 0.06% | 0.35% | 0.72% | Q1 2019 | Q4 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Winslow, Evans & Crocker, Inc. | 11 | 11 | 0.01% | 0.01% | 0.05% | Q2 2018 | Q4 2020 | 11 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.05% | 0.16% | Q2 2018 | Q1 2023 | 11 |
CEERA INVESTMENTS, LLC | 9 | 1 | 0.37% | 0.46% | 0.64% | Q1 2021 | Q3 2023 | 10 |
Ausdal Financial Partners, Inc. | 10 | 10 | 0.11% | 0.17% | 0.20% | Q2 2021 | Q3 2023 | 10 |
BDO Wealth Advisors, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2022 | 10 |
Acorn Wealth Advisors, LLC | 10 | 10 | 0.15% | 0.39% | 0.84% | Q4 2020 | Q1 2023 | 10 |
CULLEN/FROST BANKERS, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2021 | 10 |
GLENMEDE TRUST CO NA | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 10 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2023 | 10 |
Bogart Wealth, LLC | 10 | 10 | 0.01% | 0.16% | 0.76% | Q2 2018 | Q3 2020 | 10 |
Qube Research & Technologies Ltd | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.03% | 0.05% | 0.06% | Q3 2020 | Q3 2022 | 9 |
Danda Trouve Investment Management, Inc. | 9 | 9 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q4 2021 | 9 |
FIFTH THIRD BANCORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
MERIDIAN INVESTMENT COUNSEL INC. | 6 | 1 | 0.06% | 0.09% | 0.12% | Q2 2018 | Q1 2022 | 9 |
Kovitz Investment Group Partners, LLC | 8 | 1 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q4 2021 | 9 |
XPONANCE, INC. | 9 | 9 | 0.03% | 0.32% | 0.50% | Q2 2018 | Q2 2020 | 9 |
Jaffetilchin Investment Partners, LLC | 6 | 3 | 0.06% | 0.90% | 6.31% | Q2 2019 | Q3 2021 | 9 |
Insight Advisors, LLC/ PA | 6 | 3 | 0.08% | 0.46% | 0.78% | Q4 2020 | Q1 2023 | 9 |
TrueWealth Advisors, LLC | 9 | 9 | 0.15% | 0.22% | 0.34% | Q4 2020 | Q4 2022 | 9 |
First Light Asset Management, LLC | 7 | 2 | 0.22% | 0.28% | 0.39% | Q3 2018 | Q4 2020 | 9 |
BROWN ADVISORY INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
Baystate Wealth Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
Financial Architects, Inc | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2020 | 8 |
IHT Wealth Management, LLC | 7 | 1 | 0.02% | 0.02% | 0.04% | Q1 2021 | Q1 2023 | 8 |
BLAIR WILLIAM & CO/IL | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
HUNTINGTON NATIONAL BANK | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Parallel Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
Realta Investment Advisors | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 8 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 8 |
Newbridge Financial Services Group, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
HighTower Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2021 | 7 |
Magnus Financial Group LLC | 7 | 7 | 0.10% | 0.14% | 0.17% | Q1 2022 | Q3 2023 | 7 |
PFS Partners, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Neuberger Berman Group LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 7 |
Stelac Advisory Services LLC | 7 | 7 | 0.05% | 0.14% | 0.28% | Q3 2020 | Q1 2022 | 7 |
Certified Advisory Corp | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2021 | 7 |
Dynamic Advisor Solutions LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 7 |
FLOW TRADERS U.S. LLC | 6 | 1 | 0.06% | 0.12% | 0.19% | Q3 2020 | Q3 2022 | 7 |
Gladstone Institutional Advisory LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
HARBOUR INVESTMENTS, INC. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 7 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 7 | 7 | 0.40% | 0.66% | 0.83% | Q2 2018 | Q4 2019 | 7 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 7 | 7 | 0.00% | 0.03% | 0.10% | Q2 2018 | Q4 2019 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q4 2019 | 7 |
Kessler Investment Group, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
D.A. DAVIDSON & CO. | 7 | 7 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q4 2019 | 7 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 7 |
SP Asset Management | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2022 | 6 |
BARCLAYS PLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 6 |
Kestra Advisory Services, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 6 |
Global Retirement Partners, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 6 |
MTM Investment Management, LLC | 6 | 6 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q1 2022 | 6 |
Ahrens Investment Partners LLC | 5 | 1 | 0.02% | 0.16% | 0.30% | Q2 2018 | Q4 2021 | 6 |
SEI INVESTMENTS CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q4 2019 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 6 |
CITIGROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 6 |
SPINNAKER TRUST | 6 | 6 | 0.07% | 0.08% | 0.10% | Q3 2020 | Q4 2021 | 6 |
WBI INVESTMENTS, LLC | 6 | 6 | 0.63% | 1.13% | 1.57% | Q2 2022 | Q3 2023 | 6 |
SRS Capital Advisors, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
New Millennium Group LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
FIDUCIARY TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
First Allied Advisory Services, Inc. | 4 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 6 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6 | 6 | 0.15% | 0.18% | 0.20% | Q3 2018 | Q4 2019 | 6 |
Atria Wealth Solutions, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
MERITAGE PORTFOLIO MANAGEMENT | 5 | 5 | 0.07% | 0.74% | 1.40% | Q2 2019 | Q2 2020 | 5 |
WealthShield Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
CIBC WORLD MARKET INC. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2019 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Castleview Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 5 |
BAROMETER CAPITAL MANAGEMENT INC. | 3 | 2 | 0.15% | 0.30% | 0.59% | Q2 2018 | Q1 2020 | 5 |
Insight Inv LLC | 5 | 5 | 0.35% | 0.39% | 0.44% | Q4 2021 | Q4 2022 | 5 |
Essex Financial Services, Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
BROWN BROTHERS HARRIMAN & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Gradient Investments LLC | 5 | 5 | 0.00% | 0.08% | 0.39% | Q3 2022 | Q3 2023 | 5 |
Selective Wealth Management, Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Valeo Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.49% | 0.70% | Q2 2018 | Q3 2019 | 5 |
Guidant Wealth Advisors | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q3 2019 | 4 |
CAMBRIDGE TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Cypress Capital, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q3 2021 | Q2 2022 | 4 |
Janney Montgomery Scott LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
Cornerstone Advisory, LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q4 2021 | 4 |
Carroll Financial Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 4 |
FLAGSHIP HARBOR ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Belvedere Trading LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 4 |
Wealthspire Advisors, L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Virtu Financial LLC | 2 | 1 | 0.03% | 0.06% | 0.08% | Q4 2018 | Q3 2023 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.04% | 0.05% | 0.08% | Q3 2018 | Q2 2019 | 4 |
COOKSON PEIRCE & CO INC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q2 2018 | Q1 2019 | 4 |
Cutler Group LLC / CA | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2018 | 4 |
First Horizon Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
KWMG, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
GPS Wealth Strategies Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
JONES FINANCIAL COMPANIES LLLP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 4 |
DUBUQUE BANK & TRUST CO | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2019 | 3 |
SIGNATUREFD, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 3 |
Laurel Wealth Advisors, Inc. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q3 2019 | 3 |
Faithward Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
AVANTAX ADVISORY SERVICES, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Portfolio Strategies, Inc. | 3 | 3 | 2.72% | 5.23% | 6.82% | Q2 2018 | Q4 2018 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2021 | 3 |
Rehmann Capital Advisory Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
StoneX Group Inc. | 3 | 3 | 0.57% | 0.67% | 0.82% | Q2 2018 | Q4 2018 | 3 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Jackson Wealth Management, LLC | 3 | 3 | 0.19% | 0.26% | 0.32% | Q1 2021 | Q3 2021 | 3 |
First Personal Financial Services | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Ledyard National Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 3 | 3 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q4 2020 | 3 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 3 | 3 | 0.32% | 0.40% | 0.54% | Q1 2020 | Q3 2020 | 3 |
Global Trust Asset Management, LLC | 2 | 2 | 0.28% | 0.28% | 0.28% | Q2 2018 | Q3 2018 | 2 |
STEPHENS INC /AR/ | 1 | 1 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q1 2019 | 2 |
XML Financial, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2020 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 2 |
COMPTON CAPITAL MANAGEMENT INC /RI | 2 | 2 | 0.17% | 0.18% | 0.18% | Q3 2018 | Q4 2018 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
WRAPMANAGER INC | 2 | 2 | 0.17% | 0.19% | 0.21% | Q2 2018 | Q3 2018 | 2 |
Fermata Advisors, LLC | 2 | 2 | 0.31% | 0.34% | 0.37% | Q4 2021 | Q1 2022 | 2 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.51% | 1.01% | Q3 2018 | Q2 2019 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Intelligent Financial Strategies | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
USA FINANCIAL FORMULAS | 2 | 2 | 0.23% | 0.24% | 0.24% | Q3 2018 | Q4 2018 | 2 |
Price Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 0.62% | 0.64% | 0.65% | Q1 2021 | Q2 2021 | 2 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2020 | 2 |
CUE ADVISORY SERVICES, INC. | 2 | 2 | 1.37% | 1.44% | 1.51% | Q2 2018 | Q3 2018 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SOLARIS ASSET MANAGEMENT LLC | 2 | 2 | 1.66% | 1.75% | 1.85% | Q2 2018 | Q3 2018 | 2 |
Allworth Financial LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q3 2018 | 2 |
Global Financial Private Capital, Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2018 | 2 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2021 | 2 |
BlackRock Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
WEALTHSOURCE PARTNERS, LLC | 2 | 2 | 0.12% | 0.13% | 0.15% | Q2 2018 | Q3 2018 | 2 |
Sowell Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
TWO SIGMA SECURITIES, LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q1 2019 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2018 | Q3 2018 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Parker Investment Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2018 | Q3 2018 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Pensionmark Financial Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Investors Research Corp | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2020 | Q3 2020 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Legacy Financial Strategies, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2019 | Q4 2019 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ORSER CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2018 | Q4 2018 | 1 |
Wellington Shields & Co., LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2019 | Q3 2019 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Cardan Capital Partners, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2021 | Q1 2021 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Brookstone Capital Management | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2018 | Q3 2018 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NORTHERN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2018 | Q4 2018 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Cooper Financial Group | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PRUDENTIAL FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FSA Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SP Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
KHP Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Western Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
RDA Financial Network | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Mutual Advisors, LLC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q3 2018 | Q3 2018 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 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.