Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
CITIGROUP INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Charles Schwab Investment Advisory, Inc. | 22 | 22 | 0.13% | 0.33% | 0.62% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
KEYBANK NATIONAL ASSOCIATION/OH | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Global Retirement Partners, LLC | 14 | 7 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 21 |
Allworth Financial LP | 21 | 21 | 0.00% | 0.01% | 0.09% | 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 |
Gerber Kawasaki Wealth & Investment Management | 9 | 2 | 0.35% | 0.71% | 1.22% | Q2 2018 | Q3 2023 | 20 |
AMERIPRISE FINANCIAL INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Tower Research Capital LLC (TRC) | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
JANE STREET GROUP, LLC | 13 | 3 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q2 2023 | 19 |
Main Management LLC | 18 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 19 |
Brinker Capital Investments, LLC | 16 | 2 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q4 2022 | 18 |
Ameritas Investment Partners, Inc. | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Cypress Wealth Services, LLC | 14 | 4 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q3 2023 | 18 |
Cetera Advisor Networks LLC | 18 | 18 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Destination Wealth Management | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2022 | 18 |
Gradient Capital Advisors, LLC | 16 | 1 | 0.09% | 0.17% | 0.30% | Q2 2018 | Q1 2023 | 17 |
Parallel Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 16 |
S.A. Mason LLC | 16 | 16 | 0.02% | 0.04% | 0.11% | Q4 2019 | Q3 2023 | 16 |
SteelPeak Wealth, LLC | 16 | 16 | 0.14% | 0.24% | 0.33% | Q4 2019 | Q3 2023 | 16 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 16 |
LINCOLN NATIONAL CORP | 14 | 2 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2022 | 16 |
Brio Consultants, LLC | 16 | 16 | 0.04% | 1.47% | 3.99% | Q4 2019 | Q3 2023 | 16 |
Apriem Advisors | 11 | 1 | 0.04% | 0.11% | 0.15% | Q2 2018 | Q1 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BlackRock Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 15 |
Regis Management CO LLC | 15 | 15 | 0.46% | 0.54% | 0.80% | Q4 2018 | Q2 2022 | 15 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 15 | 15 | 0.59% | 1.04% | 1.44% | Q1 2019 | Q3 2022 | 15 |
McNaughton Wealth Management, LLC | 8 | 7 | 0.72% | 1.05% | 1.32% | Q4 2019 | Q3 2023 | 15 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 9 | 1 | 0.16% | 0.22% | 0.31% | Q4 2018 | Q3 2022 | 14 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2022 | 14 |
COMMONWEALTH EQUITY SERVICES, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
FLC Capital Advisors | 14 | 14 | 0.08% | 0.65% | 2.07% | Q4 2018 | Q1 2022 | 14 |
Epstein & White Financial LLC | 13 | 13 | 0.06% | 0.13% | 0.37% | Q2 2018 | Q2 2021 | 13 |
Bartlett & Co. LLC | 8 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2023 | 13 |
FOCUS Wealth Advisors, LLC | 12 | 12 | 0.33% | 0.36% | 0.44% | Q4 2020 | Q3 2023 | 12 |
MATTERN CAPITAL MANAGEMENT, LLC | 7 | 5 | 0.04% | 0.06% | 0.09% | Q3 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 11 | 11 | 0.02% | 0.07% | 0.24% | Q4 2018 | Q2 2021 | 11 |
REILLY FINANCIAL ADVISORS, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q4 2021 | 10 |
FIRST AMERICAN TRUST, FSB | 10 | 10 | 0.20% | 0.48% | 0.60% | Q2 2021 | Q3 2023 | 10 |
Miracle Mile Advisors, LLC | 6 | 4 | 0.01% | 0.20% | 0.51% | Q2 2020 | Q3 2023 | 10 |
US BANCORP \DE\ | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 10 |
Creative Planning | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
BROWN BROTHERS HARRIMAN & CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
CAPTRUST FINANCIAL ADVISORS | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
Johnson Bixby & Associates, LLC | 10 | 10 | 0.08% | 0.11% | 0.14% | Q4 2020 | Q1 2023 | 10 |
Partnervest Advisory Services LLC | 10 | 10 | 0.16% | 0.23% | 0.29% | Q2 2018 | Q3 2020 | 10 |
WEALTHSOURCE PARTNERS, LLC | 8 | 1 | 0.03% | 0.12% | 0.26% | Q3 2019 | Q3 2023 | 9 |
Gradient Investments LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 9 |
Alpha Cubed Investments, LLC | 9 | 9 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Running Point Capital Advisors, LLC | 9 | 9 | 0.00% | 0.55% | 0.78% | Q4 2020 | Q4 2022 | 9 |
Knuff & Co LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2020 | 9 |
ENVESTNET ASSET MANAGEMENT INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.02% | 0.08% | 0.20% | Q3 2020 | Q2 2023 | 9 |
B. Riley Wealth Advisors, Inc. | 9 | 9 | 0.01% | 0.03% | 0.10% | Q3 2021 | Q3 2023 | 9 |
Paulson Wealth Management Inc. | 5 | 3 | 0.11% | 0.16% | 0.22% | Q2 2019 | Q3 2021 | 8 |
Coe Capital Management, LLC | 8 | 8 | 0.25% | 0.75% | 1.04% | Q4 2018 | Q3 2020 | 8 |
DB Wealth Management Group, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2022 | 8 |
Mariner, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
HBW ADVISORY SERVICES LLC | 7 | 1 | 0.05% | 0.09% | 0.13% | Q4 2019 | Q4 2021 | 8 |
Pure Financial Advisors, LLC | 8 | 8 | 0.03% | 0.07% | 0.13% | Q1 2022 | Q4 2023 | 8 |
HighTower Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 8 |
BDO Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2020 | 8 |
SimpliFi, Inc. | 5 | 3 | 0.12% | 0.41% | 0.75% | Q3 2021 | Q3 2023 | 8 |
Advisor Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
MERCER GLOBAL ADVISORS INC /ADV | 6 | 1 | 0.00% | 0.00% | 0.02% | Q3 2021 | Q3 2023 | 7 |
ATLAS CAPITAL ADVISORS LLC | 4 | 1 | 0.02% | 0.07% | 0.12% | Q3 2019 | Q3 2022 | 7 |
AdvicePeriod, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q2 2021 | 6 |
CreativeOne Wealth, LLC | 6 | 6 | 0.02% | 0.02% | 0.04% | Q1 2021 | Q2 2022 | 6 |
Omega Financial Group, LLC | 6 | 6 | 0.44% | 0.48% | 0.52% | Q2 2022 | Q3 2023 | 6 |
Intellectus Partners, LLC | 6 | 6 | 0.10% | 0.13% | 0.18% | Q2 2020 | Q3 2021 | 6 |
Private Advisor Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Warren Street Wealth Advisors, LLC | 4 | 1 | 0.28% | 0.41% | 0.58% | Q2 2022 | Q3 2023 | 5 |
D.A. DAVIDSON & CO. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 5 |
MISSION WEALTH MANAGEMENT, LP | 4 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 5 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 5 |
Orion Portfolio Solutions, LLC | 5 | 5 | 0.02% | 0.04% | 0.08% | Q3 2022 | Q3 2023 | 5 |
DIMENSION CAPITAL MANAGEMENT LLC | 2 | 1 | 0.14% | 0.19% | 0.23% | Q4 2019 | Q3 2023 | 5 |
Bradley & Co. Private Wealth Management, LLC | 3 | 2 | 0.08% | 0.43% | 0.91% | Q1 2021 | Q3 2022 | 5 |
Elmwood Wealth Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2019 | 5 |
Wealthcare Advisory Partners LLC | 3 | 2 | 0.01% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 5 |
AVANTAX ADVISORY SERVICES, INC. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Avantax Planning Partners, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BANQUE PICTET & CIE SA | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q1 2019 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.18% | 0.20% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Eagle Strategies LLC | 3 | 1 | 0.06% | 0.09% | 0.11% | Q4 2021 | Q4 2022 | 4 |
AE Wealth Management LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q2 2019 | 4 |
Pictet North America Advisors SA | 4 | 4 | 0.10% | 0.14% | 0.17% | Q2 2018 | Q1 2019 | 4 |
WADDELL & ASSOCIATES, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
DeDora Capital, Inc. | 4 | 4 | 0.21% | 0.23% | 0.25% | Q2 2018 | Q1 2019 | 4 |
Ford Financial Group, LLC | 2 | 1 | 0.04% | 0.10% | 0.15% | Q2 2019 | Q4 2021 | 4 |
Fisher Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Pacific Center for Financial Services | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q3 2022 | 4 |
NewFocus Financial Group, LLC | 2 | 2 | 0.06% | 0.08% | 0.09% | Q2 2019 | Q4 2020 | 4 |
IFP Advisors, Inc | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Steward Partners Investment Advisory, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
NEXT Financial Group, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
OLD MISSION CAPITAL LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q4 2021 | 3 |
SWEENEY & MICHEL, LLC | 3 | 3 | 0.20% | 0.21% | 0.21% | Q1 2023 | Q3 2023 | 3 |
EP Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.05% | 0.08% | Q1 2022 | Q3 2022 | 3 |
Laurel Wealth Advisors, Inc. | 2 | 1 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q4 2021 | 3 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 3 |
FIRST FOUNDATION ADVISORS | 3 | 3 | 0.01% | 0.66% | 1.28% | Q1 2023 | Q3 2023 | 3 |
Cerity Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 3 |
January Capital Advisors LLC | 3 | 3 | 0.43% | 0.47% | 0.49% | Q4 2021 | Q2 2022 | 3 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
Hochman Cole Investment Advisors, Inc. | 3 | 3 | 0.12% | 0.13% | 0.14% | Q3 2020 | Q1 2021 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
MYECFO, LLC | 3 | 3 | 0.15% | 0.16% | 0.17% | Q4 2022 | Q2 2023 | 3 |
Simplicity Solutions, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2019 | 2 |
ZRC WEALTH MANAGEMENT, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Cetera Investment Advisers | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
HARBOUR INVESTMENTS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
EAGLE GLOBAL ADVISORS LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
SELDON CAPITAL LP | 2 | 2 | 0.48% | 0.64% | 0.81% | Q4 2021 | Q1 2022 | 2 |
Karp Capital Management Corp | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q3 2022 | 2 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.10% | 0.11% | 0.12% | Q3 2020 | Q4 2020 | 2 |
Boyd Wealth Management, LLC | 2 | 2 | 3.32% | 3.57% | 3.83% | Q2 2023 | Q3 2023 | 2 |
NewEdge Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Affinity Capital Advisors, LLC | 2 | 2 | 0.36% | 0.67% | 0.98% | Q2 2023 | Q3 2023 | 2 |
JPMORGAN CHASE & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Laurel Wealth Planning LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
TriaGen Wealth Management LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2022 | Q1 2022 | 1 |
Wick Capital Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Wealthfront Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Betterment LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
STIFEL FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NWAM LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital CS Group, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2022 | Q2 2022 | 1 |
KWB Wealth | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
Williams Jones Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Boltwood Capital Management | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
PRIVATE TRUST CO NA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Corient Capital Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own INVESCO EXCH TRADED FD TR II or have owned INVESCO EXCH TRADED FD TR II in the past.