Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 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 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
JPMORGAN CHASE & CO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.11% | 0.21% | 0.40% | Q2 2018 | Q3 2023 | 22 |
Wealthcare Advisory Partners LLC | 22 | 22 | 0.01% | 0.08% | 0.33% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Sigma Planning Corp | 22 | 22 | 0.01% | 0.09% | 0.58% | Q2 2018 | Q3 2023 | 22 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
US BANCORP \DE\ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.03% | 0.10% | Q1 2016 | Q3 2023 | 22 |
STIFEL FINANCIAL CORP | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 22 | 0.01% | 0.03% | 0.10% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 22 | 22 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Capital Analysts, LLC | 22 | 22 | 0.09% | 0.32% | 0.61% | Q2 2018 | Q3 2023 | 22 |
AdvisorNet Financial, Inc | 22 | 22 | 0.02% | 0.56% | 0.92% | Q2 2018 | Q3 2023 | 22 |
Capital Advisors, Ltd. LLC | 22 | 22 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Jacobi Capital Management LLC | 22 | 22 | 0.04% | 0.09% | 0.18% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.04% | 0.12% | 0.23% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Cetera Advisor Networks LLC | 22 | 22 | 0.01% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 22 |
HUNTINGTON NATIONAL BANK | 22 | 22 | 0.07% | 0.12% | 0.22% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.01% | 0.11% | 0.40% | Q2 2018 | Q3 2023 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Mariner, LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.02% | 0.09% | 0.21% | Q2 2018 | Q3 2023 | 22 |
Invesco Ltd. | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.00% | 0.03% | 0.09% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 21 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 21 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Tower Research Capital LLC (TRC) | 18 | 3 | 0.00% | 0.03% | 0.18% | Q2 2018 | Q3 2023 | 21 |
Pacific Center for Financial Services | 18 | 3 | 0.08% | 2.64% | 8.57% | Q2 2018 | Q3 2023 | 21 |
Cetera Advisors LLC | 14 | 7 | 0.00% | 0.36% | 1.15% | Q2 2018 | Q3 2023 | 21 |
MML INVESTORS SERVICES, LLC | 19 | 2 | 0.02% | 0.21% | 0.56% | Q2 2018 | Q3 2023 | 21 |
Well Done, LLC | 18 | 3 | 1.13% | 1.66% | 2.79% | Q2 2018 | Q3 2023 | 21 |
D.A. DAVIDSON & CO. | 11 | 10 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 21 |
Financial Advocates Investment Management | 17 | 3 | 0.03% | 0.16% | 0.38% | Q2 2018 | Q3 2023 | 20 |
Cornerstone Wealth Management, LLC | 16 | 1 | 0.14% | 0.55% | 0.86% | Q2 2018 | Q3 2023 | 20 |
Cetera Investment Advisers | 17 | 1 | 0.00% | 0.13% | 0.78% | Q2 2018 | Q3 2023 | 20 |
SHEETS SMITH WEALTH MANAGEMENT | 13 | 3 | 0.07% | 0.11% | 0.17% | Q2 2018 | Q3 2023 | 20 |
Private Advisor Group, LLC | 18 | 2 | 0.01% | 0.05% | 0.16% | Q2 2018 | Q3 2023 | 20 |
Creative Planning | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
PFS INVESTMENTS INC. | 11 | 9 | 0.37% | 0.73% | 1.50% | Q2 2018 | Q2 2023 | 20 |
CWM, LLC | 12 | 8 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 20 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.03% | 0.09% | Q3 2018 | Q3 2023 | 20 |
ERn Financial, LLC | 20 | 20 | 0.07% | 0.18% | 0.41% | Q4 2018 | Q3 2023 | 20 |
FMR LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Dana Investment Advisors, Inc. | 19 | 19 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 19 |
MONEYWISE, INC. | 19 | 19 | 0.63% | 2.26% | 5.37% | Q1 2019 | Q3 2023 | 19 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
BlackRock Inc. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 19 |
Pinnacle Bancorp, Inc. | 19 | 19 | 0.03% | 0.10% | 0.16% | Q1 2019 | Q3 2023 | 19 |
AVANTAX ADVISORY SERVICES, INC. | 19 | 19 | 0.01% | 0.01% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Private Portfolio Partners LLC | 19 | 19 | 0.06% | 0.17% | 0.38% | Q4 2018 | Q2 2023 | 19 |
Global Retirement Partners, LLC | 12 | 7 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 19 |
Brookstone Capital Management | 12 | 1 | 0.03% | 1.39% | 3.26% | Q2 2018 | Q3 2023 | 18 |
SRS Capital Advisors, Inc. | 10 | 1 | 0.02% | 0.99% | 3.22% | Q4 2018 | Q3 2023 | 18 |
Biltmore Family Office, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
PFG Advisors | 6 | 3 | 0.03% | 0.19% | 0.46% | Q2 2018 | Q2 2023 | 18 |
Ridgewood Investments LLC | 16 | 2 | 0.11% | 0.20% | 0.34% | Q2 2018 | Q2 2023 | 18 |
FineMark National Bank & Trust | 18 | 18 | 0.06% | 0.23% | 0.49% | Q2 2019 | Q3 2023 | 18 |
StrategIQ Financial Group, LLC | 13 | 5 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q3 2023 | 18 |
Ausdal Financial Partners, Inc. | 18 | 18 | 0.04% | 0.09% | 0.20% | Q2 2019 | Q3 2023 | 18 |
IHT Wealth Management, LLC | 18 | 18 | 0.02% | 0.13% | 0.39% | Q2 2019 | Q3 2023 | 18 |
Spectrum Wealth Advisory Group, LLC | 18 | 18 | 0.67% | 3.41% | 11.24% | Q2 2019 | Q3 2023 | 18 |
American Portfolios Advisors | 18 | 18 | 0.02% | 0.34% | 0.68% | Q2 2018 | Q3 2022 | 18 |
ROCKY MOUNTAIN ADVISERS, LLC | 18 | 18 | 0.04% | 0.35% | 0.74% | Q2 2019 | Q3 2023 | 18 |
Faithward Advisors, LLC | 17 | 17 | 0.06% | 0.15% | 0.41% | Q3 2019 | Q3 2023 | 17 |
MOODY NATIONAL BANK TRUST DIVISION | 17 | 17 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q1 2023 | 17 |
GOLDMAN SACHS GROUP INC | 14 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
Baird Financial Group, Inc. | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Capital Investment Advisory Services, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 17 |
NewEdge Advisors, LLC | 11 | 6 | 0.01% | 0.03% | 0.10% | Q1 2019 | Q3 2023 | 17 |
IFG Advisory, LLC | 17 | 17 | 0.07% | 0.15% | 0.26% | Q3 2019 | Q3 2023 | 17 |
BANK OF MONTREAL /CAN/ | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 17 |
WT Wealth Management | 17 | 17 | 0.18% | 0.67% | 1.53% | Q3 2019 | Q3 2023 | 17 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 17 | 17 | 0.35% | 3.82% | 7.37% | Q1 2019 | Q1 2023 | 17 |
Front Row Advisors LLC | 17 | 17 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Harvest Investment Services, LLC | 17 | 17 | 0.38% | 0.73% | 1.94% | Q2 2019 | Q2 2023 | 17 |
Dynamic Advisor Solutions LLC | 6 | 1 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.08% | 0.15% | 0.30% | Q4 2019 | Q3 2023 | 16 |
Visionary Wealth Advisors | 16 | 16 | 0.14% | 0.26% | 0.45% | Q4 2019 | Q3 2023 | 16 |
FIFTH THIRD BANCORP | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 16 |
Provident Wealth Management, LLC | 16 | 16 | 0.00% | 1.11% | 2.44% | Q4 2019 | Q3 2023 | 16 |
JFS WEALTH ADVISORS, LLC | 16 | 16 | 0.02% | 1.25% | 2.63% | Q4 2019 | Q3 2023 | 16 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.30% | 0.40% | 0.52% | Q4 2019 | Q3 2023 | 16 |
MASSMUTUAL TRUST CO FSB/ADV | 8 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2023 | 16 |
Savior LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Capital Advisory Group Advisory Services, LLC | 14 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2022 | 16 |
Patriot Financial Group Insurance Agency, LLC | 16 | 16 | 0.00% | 0.01% | 0.07% | Q3 2018 | Q2 2022 | 16 |
Cutler Group LLC / CA | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2022 | 15 |
First Personal Financial Services | 15 | 15 | 0.04% | 0.06% | 0.09% | Q1 2020 | Q3 2023 | 15 |
NATIXIS | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 15 |
Janney Montgomery Scott LLC | 11 | 2 | 0.00% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 15 |
Kingsview Wealth Management, LLC | 9 | 6 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 15 |
Carroll Financial Associates, Inc. | 15 | 15 | 0.07% | 0.07% | 0.08% | Q2 2018 | Q4 2021 | 15 |
Snowden Capital Advisors LLC | 13 | 2 | 0.01% | 0.19% | 0.42% | Q2 2018 | Q1 2022 | 15 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q2 2023 | 15 |
NEXT Financial Group, Inc | 15 | 15 | 0.02% | 0.06% | 0.22% | Q2 2018 | Q4 2021 | 15 |
JANICZEK WEALTH MANAGEMENT, LLC | 15 | 15 | 0.07% | 1.81% | 8.69% | Q1 2020 | Q3 2023 | 15 |
G&S Capital LLC | 9 | 6 | 0.13% | 1.72% | 3.94% | Q4 2018 | Q1 2023 | 15 |
Financial Enhancement Group LLC | 15 | 15 | 0.00% | 1.16% | 3.62% | Q1 2019 | Q3 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.04% | 0.16% | Q1 2020 | Q3 2023 | 15 |
WBI INVESTMENTS, LLC | 9 | 6 | 0.04% | 0.14% | 0.20% | Q3 2019 | Q3 2023 | 15 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 14 | 1 | 0.10% | 0.41% | 0.87% | Q4 2018 | Q3 2022 | 15 |
Trilogy Capital Inc. | 8 | 7 | 0.02% | 0.48% | 2.32% | Q2 2018 | Q3 2023 | 15 |
Belpointe Asset Management LLC | 14 | 1 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q1 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.01% | 0.04% | 0.11% | Q4 2019 | Q3 2023 | 15 |
Roof Eidam Maycock Peralta, LLC | 6 | 1 | 0.07% | 0.08% | 0.09% | Q3 2018 | Q3 2023 | 15 |
Sculati Wealth Management, LLC | 14 | 14 | 0.24% | 0.45% | 0.60% | Q2 2020 | Q3 2023 | 14 |
Petix & Botte Co | 7 | 3 | 0.19% | 0.28% | 0.42% | Q4 2019 | Q3 2023 | 14 |
First Horizon Advisors, Inc. | 8 | 6 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 14 |
AE Wealth Management LLC | 10 | 1 | 0.00% | 0.07% | 0.56% | Q1 2019 | Q3 2023 | 14 |
CX Institutional | 14 | 14 | 0.00% | 1.42% | 3.85% | Q2 2018 | Q3 2021 | 14 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.89% | 1.15% | 1.54% | Q2 2018 | Q2 2023 | 14 |
Gray Wealth Management Inc. | 8 | 6 | 0.12% | 0.21% | 0.30% | Q1 2020 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Princeton Global Asset Management LLC | 14 | 14 | 0.18% | 0.27% | 0.90% | Q1 2020 | Q2 2023 | 14 |
D.B. Root & Company, LLC | 14 | 14 | 0.13% | 0.16% | 0.18% | Q2 2018 | Q3 2021 | 14 |
First Heartland Consultants, Inc. | 14 | 14 | 0.02% | 1.20% | 4.54% | Q4 2018 | Q1 2022 | 14 |
Cordasco Financial Network | 14 | 14 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2022 | 14 |
Stratos Wealth Partners, LTD. | 11 | 1 | 0.01% | 0.09% | 0.35% | Q2 2018 | Q4 2021 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.01% | 0.03% | 0.09% | Q4 2019 | Q4 2022 | 13 |
Laidlaw Wealth Management LLC | 13 | 13 | 0.27% | 0.53% | 0.72% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.02% | 0.15% | 0.44% | Q3 2020 | Q3 2023 | 13 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 13 |
CAPTRUST FINANCIAL ADVISORS | 7 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 13 |
Claraphi Advisory Network, LLC | 13 | 13 | 0.06% | 0.16% | 0.25% | Q1 2019 | Q1 2022 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Western Wealth Management, LLC | 9 | 4 | 0.03% | 0.20% | 0.47% | Q4 2018 | Q2 2023 | 13 |
CVA Family Office, LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 13 |
TRUSTCORE FINANCIAL SERVICES, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 13 |
Laurel Wealth Advisors LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
CALTON & ASSOCIATES, INC. | 10 | 2 | 0.16% | 0.46% | 0.79% | Q1 2019 | Q1 2022 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
ACT Advisors, LLC. | 12 | 12 | 0.28% | 0.85% | 2.34% | Q4 2020 | Q3 2023 | 12 |
Allworth Financial LP | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.08% | 0.11% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.13% | 0.16% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Rockefeller Capital Management L.P. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
TrueWealth Advisors, LLC | 12 | 12 | 0.10% | 0.62% | 1.79% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.18% | 0.45% | 0.86% | Q4 2020 | Q3 2023 | 12 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.04% | 0.07% | 0.08% | Q4 2018 | Q3 2021 | 12 |
PLANNING DIRECTIONS INC | 10 | 1 | 0.19% | 0.23% | 0.28% | Q2 2020 | Q1 2023 | 11 |
PRIVATE TRUST CO NA | 8 | 3 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 11 |
Cardan Capital Partners, LLC | 5 | 1 | 0.04% | 0.38% | 0.88% | Q2 2018 | Q3 2021 | 11 |
CreativeOne Wealth, LLC | 11 | 11 | 0.07% | 0.11% | 0.16% | Q1 2021 | Q3 2023 | 11 |
Qube Research & Technologies Ltd | 8 | 1 | 0.00% | 0.02% | 0.08% | Q3 2020 | Q3 2023 | 11 |
Global Trust Asset Management, LLC | 11 | 11 | 0.00% | 0.19% | 0.65% | Q1 2019 | Q3 2021 | 11 |
Estate Counselors, LLC | 11 | 11 | 0.04% | 0.71% | 1.61% | Q4 2018 | Q2 2021 | 11 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 7 | 1 | 0.03% | 0.07% | 0.13% | Q1 2019 | Q3 2023 | 11 |
Integrated Wealth Concepts LLC | 9 | 2 | 0.01% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 11 |
SMITH, MOORE & CO. | 10 | 1 | 0.03% | 0.95% | 1.30% | Q2 2018 | Q1 2021 | 11 |
Single Point Partners, LLC | 7 | 4 | 0.08% | 0.14% | 0.22% | Q4 2019 | Q3 2022 | 11 |
Daiwa Securities Group Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 11 |
Prospera Financial Services Inc | 8 | 1 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q4 2022 | 11 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 11 | 11 | 0.00% | 0.02% | 0.02% | Q2 2018 | Q4 2020 | 11 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 11 | 11 | 0.07% | 0.25% | 0.50% | Q3 2019 | Q1 2022 | 11 |
INVESTMENT SECURITY GROUP INC /CO/ /ADV | 11 | 11 | 0.67% | 0.85% | 1.06% | Q1 2019 | Q3 2021 | 11 |
Winslow, Evans & Crocker, Inc. | 11 | 11 | 0.05% | 0.10% | 0.13% | Q2 2018 | Q4 2020 | 11 |
Advisory Services Network, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 11 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Ellis Investment Partners, LLC | 10 | 10 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2021 | 10 |
TSFG, LLC | 9 | 1 | 0.00% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Advanced Asset Management Advisors Inc | 8 | 1 | 0.00% | 0.06% | 0.14% | Q2 2018 | Q4 2022 | 10 |
ROTHSCHILD INVESTMENT LLC /IL | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q3 2021 | 10 |
EPG Wealth Management LLC | 5 | 2 | 0.01% | 0.05% | 0.28% | Q1 2020 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 10 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
Partnervest Advisory Services LLC | 10 | 10 | 0.66% | 0.96% | 1.06% | Q2 2018 | Q3 2020 | 10 |
ProVise Management Group, LLC | 10 | 10 | 0.02% | 0.11% | 0.19% | Q2 2021 | Q3 2023 | 10 |
HOWE & RUSLING INC | 10 | 10 | 0.00% | 0.15% | 0.31% | Q2 2018 | Q3 2020 | 10 |
Horan Securities, Inc. | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.08% | 0.11% | 0.13% | Q1 2021 | Q3 2023 | 10 |
COURIER CAPITAL LLC | 10 | 10 | 0.03% | 0.14% | 0.20% | Q2 2018 | Q3 2020 | 10 |
Financial Architects, Inc | 9 | 9 | 0.00% | 0.04% | 0.07% | Q2 2018 | Q2 2020 | 9 |
Pensionmark Financial Group, LLC | 8 | 1 | 0.06% | 0.12% | 0.31% | Q4 2019 | Q3 2022 | 9 |
First Allied Advisory Services, Inc. | 8 | 1 | 0.02% | 0.07% | 0.14% | Q2 2018 | Q3 2020 | 9 |
9258 Wealth Management, LLC | 9 | 9 | 0.07% | 0.24% | 0.44% | Q1 2019 | Q1 2021 | 9 |
Financial Partners Group, Inc | 9 | 9 | 0.10% | 0.16% | 0.22% | Q2 2018 | Q2 2020 | 9 |
LifePlan Financial Group, Inc | 8 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 9 |
Ballast, Inc. | 9 | 9 | 2.51% | 2.74% | 2.87% | Q2 2018 | Q2 2020 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.13% | 0.17% | 0.19% | Q4 2021 | Q4 2023 | 9 |
Spire Wealth Management | 6 | 3 | 0.00% | 0.01% | 0.05% | Q1 2021 | Q3 2023 | 9 |
WealthShield Partners, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2021 | 9 |
Sanford Advisory Services, LLC | 9 | 9 | 2.53% | 3.07% | 4.09% | Q4 2020 | Q4 2022 | 9 |
F3Logic, LLC | 8 | 1 | 0.07% | 0.57% | 0.87% | Q2 2018 | Q3 2020 | 9 |
Sharkey, Howes & Javer | 9 | 9 | 0.10% | 2.79% | 6.50% | Q1 2019 | Q1 2021 | 9 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.06% | 0.08% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Capital Asset Advisory Services LLC | 7 | 1 | 0.24% | 0.81% | 1.61% | Q2 2018 | Q2 2020 | 8 |
Safeguard Investment Advisory Group, LLC | 8 | 8 | 0.14% | 0.17% | 0.20% | Q4 2020 | Q3 2022 | 8 |
Spotlight Asset Group, Inc. | 8 | 8 | 0.34% | 0.43% | 0.51% | Q4 2019 | Q3 2021 | 8 |
Tempus Wealth Planning, LLC | 8 | 8 | 0.10% | 0.15% | 0.20% | Q2 2021 | Q1 2023 | 8 |
John W. Brooker & Co., CPAs | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
SeaCrest Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q2 2022 | 8 |
Arete Wealth Advisors, LLC | 5 | 1 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q2 2023 | 8 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 8 |
J Arnold Wealth Management Co | 7 | 1 | 0.00% | 0.05% | 0.21% | Q4 2019 | Q4 2021 | 8 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.17% | 0.86% | Q1 2020 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Ameritas Investment Company, LLC | 4 | 1 | 0.04% | 0.13% | 0.32% | Q1 2019 | Q3 2021 | 8 |
Family Legacy, Inc. | 8 | 8 | 0.18% | 0.90% | 1.12% | Q2 2020 | Q1 2022 | 8 |
Avant Capital LLC | 8 | 8 | 0.61% | 0.71% | 0.82% | Q4 2021 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.18% | 1.36% | 3.88% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 5.13% | 6.16% | 7.37% | Q4 2021 | Q3 2023 | 8 |
Acorn Wealth Advisors, LLC | 8 | 8 | 0.19% | 1.31% | 2.26% | Q2 2019 | Q1 2021 | 8 |
Minot Wealth Management LLC | 3 | 2 | 0.08% | 0.92% | 6.43% | Q4 2019 | Q2 2022 | 8 |
HighTower Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 8 |
Essex Financial Services, Inc. | 8 | 8 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.00% | 0.21% | 0.84% | Q4 2020 | Q1 2023 | 8 |
B. Riley Wealth Advisors, Inc. | 6 | 2 | 0.01% | 0.06% | 0.14% | Q1 2019 | Q2 2021 | 8 |
BROWN ADVISORY INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
First Financial Bank - Trust Division | 7 | 7 | 0.13% | 0.14% | 0.15% | Q3 2018 | Q1 2020 | 7 |
MAI Capital Management | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
ACG Wealth | 7 | 7 | 0.04% | 0.05% | 0.06% | Q3 2018 | Q1 2020 | 7 |
Financial Gravity Asset Management, Inc. | 4 | 1 | 0.00% | 0.02% | 0.08% | Q2 2019 | Q4 2021 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 7 |
Gateway Advisory, LLC | 7 | 7 | 0.32% | 0.37% | 0.49% | Q2 2018 | Q4 2019 | 7 |
Personal Wealth Partners | 6 | 1 | 0.03% | 0.17% | 0.25% | Q1 2019 | Q2 2021 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
FLOW TRADERS U.S. LLC | 6 | 1 | 0.03% | 0.08% | 0.21% | Q3 2020 | Q2 2022 | 7 |
LINCOLN NATIONAL CORP | 6 | 1 | 0.04% | 0.11% | 0.14% | Q2 2018 | Q3 2020 | 7 |
Jackson Financial Management | 7 | 7 | 5.07% | 7.09% | 9.03% | Q2 2018 | Q4 2019 | 7 |
Moloney Securities Asset Management, LLC | 7 | 7 | 0.08% | 0.13% | 0.28% | Q2 2018 | Q4 2019 | 7 |
Verde Capital Management | 7 | 7 | 1.00% | 9.90% | 15.96% | Q4 2019 | Q2 2021 | 7 |
MorganRosel Wealth Management, LLC | 7 | 7 | 0.14% | 1.36% | 2.54% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.04% | 0.09% | 0.23% | Q1 2021 | Q4 2022 | 7 |
PRUDENTIAL FINANCIAL INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 7 |
Sound Income Strategies, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
True Link Financial Advisors, LLC | 7 | 7 | 0.13% | 0.15% | 0.17% | Q1 2022 | Q3 2023 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.04% | 0.11% | 0.17% | Q2 2018 | Q4 2019 | 7 |
Meridian Wealth Advisors, LLC | 7 | 7 | 0.09% | 1.33% | 1.63% | Q1 2019 | Q3 2020 | 7 |
PACIFIC FINANCIAL GROUP INC | 7 | 7 | 0.20% | 1.43% | 5.04% | Q4 2018 | Q2 2020 | 7 |
Archer Investment Corp | 4 | 3 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2020 | 7 |
Redwood Financial Network Corp | 7 | 7 | 0.21% | 0.25% | 0.28% | Q1 2022 | Q3 2023 | 7 |
NWAM LLC | 2 | 1 | 0.02% | 0.04% | 0.08% | Q3 2019 | Q2 2022 | 7 |
Certified Advisory Corp | 6 | 1 | 0.02% | 0.09% | 0.12% | Q1 2019 | Q1 2021 | 7 |
WIN ADVISORS, INC | 6 | 1 | 0.20% | 0.42% | 1.25% | Q4 2021 | Q3 2023 | 7 |
LAKE STREET PRIVATE WEALTH, LLC | 7 | 7 | 1.30% | 2.05% | 2.82% | Q1 2019 | Q3 2020 | 7 |
Cedar Wealth Management, LLC | 7 | 7 | 0.00% | 0.04% | 0.05% | Q1 2020 | Q3 2021 | 7 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.18% | 0.30% | 0.38% | Q4 2021 | Q3 2023 | 6 |
TRUE Private Wealth Advisors | 6 | 6 | 0.00% | 0.29% | 0.38% | Q4 2018 | Q1 2020 | 6 |
BOKF, NA | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2020 | 6 |
Obsidian Personal Planning Solutions LLC | 6 | 6 | 4.01% | 5.91% | 6.77% | Q2 2022 | Q3 2023 | 6 |
Simplicity Solutions, LLC | 3 | 1 | 0.01% | 0.04% | 0.18% | Q1 2019 | Q4 2020 | 6 |
SIGNATUREFD, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 6 |
Atria Investments, Inc | 4 | 2 | 0.01% | 0.12% | 0.32% | Q2 2018 | Q4 2019 | 6 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 5 | 1 | 0.04% | 0.05% | 0.06% | Q3 2018 | Q4 2020 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.08% | 0.16% | 0.22% | Q3 2018 | Q4 2019 | 6 |
CIBC WORLD MARKET INC. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2021 | 6 |
Gladstone Institutional Advisory LLC | 5 | 1 | 0.11% | 0.25% | 0.52% | Q4 2018 | Q4 2021 | 6 |
Jaffetilchin Investment Partners, LLC | 6 | 6 | 0.08% | 0.10% | 0.12% | Q4 2018 | Q1 2020 | 6 |
TKG Advisors, LLC | 6 | 6 | 0.26% | 0.31% | 0.36% | Q4 2021 | Q1 2023 | 6 |
Orion Capital Management LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
CENTAURUS FINANCIAL, INC. | 5 | 1 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q4 2019 | 6 |
AXA S.A. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 6 |
CFS Investment Advisory Services, LLC | 4 | 1 | 0.05% | 0.17% | 0.30% | Q4 2020 | Q3 2023 | 6 |
BB&T SECURITIES, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Baystate Wealth Management LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 6 |
Sowell Financial Services LLC | 3 | 2 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q1 2021 | 5 |
Moors & Cabot, Inc. | 5 | 5 | 0.04% | 0.04% | 0.05% | Q1 2019 | Q1 2020 | 5 |
WINTRUST INVESTMENTS LLC | 5 | 5 | 0.18% | 0.19% | 0.20% | Q4 2018 | Q4 2019 | 5 |
BLAIR WILLIAM & CO/IL | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 5 |
RDA Financial Network | 5 | 5 | 0.10% | 0.14% | 0.16% | Q4 2019 | Q4 2020 | 5 |
PSI Advisors, LLC | 4 | 1 | 0.00% | 0.07% | 0.36% | Q4 2019 | Q2 2022 | 5 |
Tyler-Stone Wealth Management | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
QP WEALTH MANAGEMENT, LLC | 4 | 1 | 0.26% | 0.35% | 0.38% | Q4 2019 | Q3 2022 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Polaris Wealth Advisory Group, LLC | 3 | 1 | 0.21% | 0.24% | 0.25% | Q3 2020 | Q4 2022 | 5 |
WEDBUSH SECURITIES INC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q3 2018 | Q3 2019 | 5 |
Virtu Financial LLC | 3 | 1 | 0.03% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 5 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.00% | 0.03% | 0.07% | Q3 2019 | Q3 2023 | 5 |
Avior Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MERCER GLOBAL ADVISORS INC /ADV | 2 | 1 | 0.03% | 0.11% | 0.20% | Q4 2019 | Q3 2023 | 5 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | 1 | 0.00% | 0.73% | 1.14% | Q2 2019 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.22% | 0.27% | 0.31% | Q3 2021 | Q3 2022 | 5 |
RETIREMENT CAPITAL STRATEGIES | 5 | 5 | 0.74% | 1.87% | 2.85% | Q4 2018 | Q4 2019 | 5 |
PDS Planning, Inc | 5 | 5 | 0.17% | 0.21% | 0.23% | Q4 2018 | Q4 2019 | 5 |
COMERICA SECURITIES,INC. | 5 | 5 | 0.03% | 0.30% | 0.52% | Q1 2019 | Q1 2020 | 5 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q2 2023 | 5 |
LMCG INVESTMENTS, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Legacy Trust | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
GREAT VALLEY ADVISOR GROUP, INC. | 4 | 4 | 0.05% | 0.08% | 0.10% | Q1 2019 | Q4 2019 | 4 |
Good Life Advisors, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q1 2019 | Q4 2019 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 0.07% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Portfolio Solutions, LLC | 4 | 4 | 0.67% | 0.72% | 0.76% | Q4 2019 | Q3 2020 | 4 |
Cedar Brook Financial Partners, LLC | 4 | 4 | 0.09% | 0.11% | 0.13% | Q4 2019 | Q3 2020 | 4 |
Mutual Advisors, LLC | 4 | 4 | 0.08% | 0.25% | 0.34% | Q1 2019 | Q4 2019 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.09% | 0.13% | 0.18% | Q4 2022 | Q3 2023 | 4 |
HRT FINANCIAL LP | 4 | 4 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q4 2020 | 4 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 0.05% | 0.12% | Q1 2021 | Q2 2023 | 4 |
1832 Asset Management L.P. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 4 |
Whitaker-Myers Wealth Managers, LTD. | 4 | 4 | 0.25% | 0.38% | 0.56% | Q4 2022 | Q3 2023 | 4 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
20/20 Capital Management, Inc. | 4 | 4 | 2.21% | 3.68% | 5.31% | Q4 2019 | Q3 2020 | 4 |
Larson Financial Group LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Marshall Financial Group LLC | 3 | 1 | 0.09% | 0.28% | 0.47% | Q4 2020 | Q1 2022 | 4 |
BCM ADVISORS, LLC | 4 | 4 | 0.14% | 0.25% | 0.36% | Q4 2020 | Q3 2021 | 4 |
NVWM, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2019 | 4 |
FDx Advisors, Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q2 2019 | 4 |
Caprock Group, LLC | 4 | 4 | 0.08% | 0.11% | 0.14% | Q1 2020 | Q4 2020 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Advisory Alpha, LLC | 2 | 2 | 0.04% | 0.07% | 0.10% | Q4 2018 | Q4 2019 | 4 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 4 |
Paulson Wealth Management Inc. | 4 | 4 | 0.32% | 0.56% | 0.82% | Q2 2018 | Q1 2019 | 4 |
AFFINITY WEALTH MANAGEMENT LLC | 4 | 4 | 0.93% | 1.50% | 1.96% | Q1 2019 | Q4 2019 | 4 |
DEUTSCHE BANK AG\ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 4 |
MRA Associates USA LLC | 4 | 4 | 0.09% | 0.30% | 0.62% | Q4 2018 | Q3 2019 | 4 |
BEAM WEALTH ADVISORS, INC. | 4 | 4 | 0.64% | 0.96% | 1.17% | Q4 2019 | Q3 2020 | 4 |
Laurel Wealth Advisors, Inc. | 4 | 4 | 0.06% | 0.48% | 0.84% | Q4 2019 | Q3 2020 | 4 |
STEPHENS INC /AR/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Capital Planning Advisors, LLC | 4 | 4 | 0.10% | 4.38% | 6.06% | Q2 2022 | Q1 2023 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Johnson & White Wealth Management, LLC | 3 | 1 | 1.59% | 2.03% | 2.70% | Q3 2022 | Q3 2023 | 4 |
Leicht Financial Planning & Wealth Management, Inc. | 4 | 4 | 0.67% | 1.03% | 1.39% | Q1 2019 | Q4 2019 | 4 |
Paragon Wealth Strategies, LLC | 4 | 4 | 8.02% | 8.59% | 9.10% | Q1 2019 | Q4 2019 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2023 | 4 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.82% | 1.30% | Q2 2018 | Q4 2018 | 3 |
Howard Capital Management Inc. | 3 | 3 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q1 2022 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CHOREO, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 3 |
Ironwood Financial, llc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Stonebridge Capital Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Castleview Partners, LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Phoenix Wealth Advisors | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2021 | 3 |
Insight Advisors, LLC/ PA | 3 | 3 | 0.29% | 0.33% | 0.38% | Q4 2020 | Q2 2021 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q2 2019 | 3 |
Avantax Planning Partners, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2023 | 3 |
PETRA FINANCIAL ADVISORS INC | 2 | 1 | 0.27% | 0.33% | 0.40% | Q4 2022 | Q3 2023 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 0.15% | 0.17% | 0.18% | Q4 2020 | Q2 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Integrated Advisors Network LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q1 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.12% | 0.24% | Q4 2019 | Q2 2020 | 3 |
EATON VANCE MANAGEMENT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 2 | 1 | 0.14% | 0.21% | 0.34% | Q1 2019 | Q1 2020 | 3 |
LVZ, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
HOEY INVESTMENTS, INC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q2 2020 | 3 |
Madrona Financial Services, LLC | 3 | 3 | 3.67% | 4.03% | 4.25% | Q3 2019 | Q1 2020 | 3 |
Solano Wealth Management, Inc. | 3 | 3 | 0.18% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
ALBION FINANCIAL GROUP /UT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 3 |
Levy Wealth Management Group, LLC | 3 | 3 | 0.12% | 0.16% | 0.21% | Q4 2020 | Q2 2021 | 3 |
FIFTH THIRD SECURITIES, INC. | 2 | 1 | 0.36% | 0.45% | 0.61% | Q2 2019 | Q4 2021 | 3 |
Hoover Financial Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2020 | 3 |
Future Financial Wealth Managment LLC | 3 | 3 | 1.65% | 1.71% | 1.78% | Q3 2022 | Q1 2023 | 3 |
Destiny Capital Corp/CO | 3 | 3 | 0.74% | 0.82% | 0.88% | Q4 2022 | Q2 2023 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Bank of Marin | 3 | 3 | 0.42% | 0.44% | 0.46% | Q2 2022 | Q4 2022 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
One Capital Management, LLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q2 2022 | Q4 2022 | 3 |
Parallel Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Valeo Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Wagner Wealth Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q3 2018 | 2 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 2 |
Meridian Wealth Management, LLC | 2 | 2 | 0.02% | 0.12% | 0.21% | Q1 2019 | Q2 2019 | 2 |
Smart Portfolios, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 2 |
Redhawk Wealth Advisors, Inc. | 2 | 2 | 0.14% | 1.39% | 2.64% | Q3 2019 | Q4 2019 | 2 |
Vestpro Financial Partners, Inc. dba CPF Texas | 2 | 2 | 2.54% | 2.66% | 2.78% | Q2 2018 | Q3 2018 | 2 |
M Holdings Securities, Inc. | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2018 | Q1 2019 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Barber Financial Group, Inc. | 2 | 2 | 0.16% | 1.00% | 1.85% | Q4 2018 | Q1 2019 | 2 |
KWMG, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Clarus Group, Inc. | 2 | 2 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q2 2021 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
OPPENHEIMER & CO INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
1776 Wealth LLC | 2 | 2 | 1.49% | 1.66% | 1.84% | Q4 2019 | Q1 2020 | 2 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 2 |
Lowe Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
UBS ASSET MANAGEMENT AMERICAS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
TRUST CO OF VERMONT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Premia Global Advisors, LLC | 2 | 2 | 1.57% | 1.63% | 1.68% | Q2 2019 | Q3 2019 | 2 |
CFO4Life Group, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q3 2019 | Q4 2019 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
RFG Advisory, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q4 2019 | 2 |
Northwest Capital Management Inc | 1 | 1 | 0.00% | 0.06% | 0.13% | Q3 2022 | Q2 2023 | 2 |
Chicago Partners Investment Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Investment Advisory Group, LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q4 2021 | Q1 2022 | 2 |
Blue Sky Asset Management, LLC | 2 | 2 | 0.15% | 0.37% | 0.58% | Q4 2019 | Q1 2020 | 2 |
Sandy Spring Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Stewardship Advisors, LLC | 2 | 2 | 1.63% | 1.65% | 1.68% | Q1 2020 | Q2 2020 | 2 |
OPTIMUM INVESTMENT ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
PFG Private Wealth Management, LLC | 2 | 2 | 2.19% | 2.22% | 2.26% | Q4 2019 | Q1 2020 | 2 |
Syverson Strege & Co | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Global Financial Private Capital, Inc | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Disciplined Investments, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Ballentine Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q4 2019 | 2 |
Eudaimonia Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Procyon Advisors, LLC | 2 | 2 | 0.11% | 0.13% | 0.15% | Q4 2021 | Q1 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q1 2020 | 2 |
OneDigital Investment Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.06% | 0.12% | Q3 2019 | Q1 2022 | 2 |
Snider Financial Group | 2 | 2 | 0.09% | 0.12% | 0.16% | Q2 2021 | Q3 2021 | 2 |
Valmark Advisers, Inc. | 2 | 2 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q4 2019 | 2 |
Capital Bank & Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 2 | 2 | 3.25% | 3.95% | 4.65% | Q4 2019 | Q1 2020 | 2 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q3 2020 | 2 |
Private Advisory Group LLC | 2 | 2 | 0.44% | 0.44% | 0.44% | Q4 2018 | Q1 2019 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Almanack Investment Partners, LLC. | 1 | 1 | 1.18% | 1.18% | 1.18% | Q3 2019 | Q1 2022 | 2 |
Avestar Capital, LLC | 2 | 2 | 0.04% | 0.09% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
Southland Equity Partners LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q1 2022 | 2 |
Patten Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Stone House Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Cooper Financial Group | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Cherry Tree Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Claybrook Capital, LLC | 1 | 1 | 1.33% | 1.33% | 1.33% | Q4 2018 | Q4 2018 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Berger Financial Group, Inc | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
THEORY FINANCIAL LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2022 | Q1 2022 | 1 |
WJ Wealth Management, LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q4 2019 | Q4 2019 | 1 |
Summit Financial Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2018 | Q2 2018 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.99% | 0.99% | 0.99% | Q1 2020 | Q1 2020 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2019 | Q4 2019 | 1 |
Diversified, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
DESTINY CAPITAL SECURITIES CORPORATION | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2023 | Q3 2023 | 1 |
MADRONA FUNDS, LLC | 1 | 1 | 4.18% | 4.18% | 4.18% | Q3 2019 | Q3 2019 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
MATTERN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2019 | Q4 2019 | 1 |
Paragon Advisors, LLC | 1 | 1 | 4.84% | 4.84% | 4.84% | Q1 2020 | Q1 2020 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2018 | Q2 2018 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
HNP Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q1 2019 | Q1 2019 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q4 2018 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Vigilare Wealth Management | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2019 | Q4 2019 | 1 |
AMJ Financial Wealth Management | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2019 | Q4 2019 | 1 |
SouthState Corp | 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 |
CXI Advisors | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Hanlon Investment Management, Inc. | 1 | 1 | 0.65% | 0.65% | 0.65% | Q1 2019 | Q1 2019 | 1 |
Sowa Financial Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2021 | Q4 2021 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2019 | Q4 2019 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2020 | Q4 2020 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Delta Investment Management, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2019 | Q3 2019 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2020 | Q4 2020 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FURE FINANCIAL CORP | 1 | 1 | 2.86% | 2.86% | 2.86% | Q4 2019 | Q4 2019 | 1 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2019 | Q3 2019 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Carnegie Capital Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
Csenge Advisory Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MONECO Advisors, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2019 | Q4 2019 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q1 2020 | Q1 2020 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Retireful, LLC | 1 | 1 | 6.97% | 6.97% | 6.97% | Q1 2022 | Q1 2022 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Horizon Investments, LLC | 1 | 1 | 2.02% | 2.02% | 2.02% | Q1 2019 | Q1 2019 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2020 | Q1 2020 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WealthOne, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Financial Futures Ltd Liability Co. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
Westside Investment Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Permanens Capital L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Cerity Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
CMC Financial Group | 1 | 1 | 0.93% | 0.93% | 0.93% | Q2 2019 | Q2 2019 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2019 | Q4 2019 | 1 |
Stiles Financial Services Inc | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Anchor Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Golden State Equity Partners | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2020 | Q4 2020 | 1 |
Advisor OS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
VICTORY CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Tatro Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | 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.