Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Anchor Investment Management, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2021 | 24 |
MORGAN STANLEY | 22 | 22 | 0.01% | 0.01% | 0.01% | 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% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Parallel Advisors, LLC | 22 | 22 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
GOULD ASSET MANAGEMENT LLC /CA/ | 22 | 22 | 0.07% | 0.08% | 0.10% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Prism Advisors, Inc. | 22 | 22 | 3.85% | 5.29% | 7.29% | Q2 2018 | Q3 2023 | 22 |
FIDUCIARY TRUST CO | 22 | 22 | 0.07% | 0.10% | 0.11% | Q2 2018 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 22 | 0.00% | 0.00% | 0.00% | 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 |
MERIDIAN INVESTMENT COUNSEL INC. | 22 | 22 | 0.07% | 0.14% | 0.16% | Q2 2018 | Q3 2023 | 22 |
Pflug Koory, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
J.P. Morgan Private Wealth Advisors LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
FIFTH THIRD BANCORP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Allworth Financial LP | 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 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Conservest Capital Advisors, Inc. | 22 | 22 | 2.21% | 2.81% | 3.41% | Q2 2018 | Q3 2023 | 22 |
Cetera Advisor Networks LLC | 22 | 22 | 0.04% | 0.06% | 0.10% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
US BANCORP \DE\ | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 21 |
Raymond James Financial Services Advisors, Inc. | 13 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
FCA CORP /TX | 14 | 7 | 0.74% | 0.89% | 1.10% | Q2 2018 | Q3 2023 | 21 |
WEATHERLY ASSET MANAGEMENT L. P. | 21 | 21 | 2.68% | 3.10% | 3.46% | Q3 2018 | Q3 2023 | 21 |
Cetera Advisors LLC | 14 | 7 | 0.02% | 0.05% | 0.09% | Q2 2018 | Q3 2023 | 21 |
Endurance Wealth Management, Inc. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 21 |
WHITTIER TRUST CO OF NEVADA INC | 12 | 9 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 21 |
BANK OF MONTREAL /CAN/ | 19 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
Kistler-Tiffany Companies, LLC | 21 | 21 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
BLAIR WILLIAM & CO/IL | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
COMERICA BANK | 19 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 20 |
Citadel Advisors | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 20 |
FMR LLC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Financial Architects, Inc | 16 | 4 | 0.11% | 0.15% | 0.18% | Q2 2018 | Q2 2023 | 20 |
Geneos Wealth Management Inc. | 16 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
Kovitz Investment Group Partners, LLC | 19 | 19 | 0.02% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.00% | 0.06% | 0.07% | Q3 2018 | Q3 2023 | 19 |
CWM, LLC | 11 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
Sandy Spring Bank | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 19 |
CITIGROUP INC | 13 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 18 |
SALEM INVESTMENT COUNSELORS INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Choate Investment Advisors | 13 | 5 | 0.00% | 0.01% | 0.11% | Q4 2018 | Q3 2023 | 18 |
Private Advisor Group, LLC | 10 | 1 | 0.00% | 0.00% | 0.04% | Q3 2018 | Q3 2023 | 17 |
JANE STREET GROUP, LLC | 9 | 4 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 17 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 17 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 17 | 17 | 0.00% | 0.10% | 0.18% | Q3 2019 | Q3 2023 | 17 |
ENVESTNET ASSET MANAGEMENT INC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 17 |
Hudock, Inc. | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2022 | 17 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 17 | 17 | 0.03% | 0.06% | 0.10% | Q3 2019 | Q3 2023 | 17 |
Cribstone Capital Management, LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2022 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 17 |
Carolina Wealth Advisors, LLC | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
PRINCIPAL FINANCIAL GROUP INC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2022 | 16 |
1832 Asset Management L.P. | 8 | 3 | 0.00% | 0.07% | 0.24% | Q1 2019 | Q3 2023 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q3 2022 | 16 |
Polianta Ltd | 9 | 6 | 4.73% | 6.70% | 10.99% | Q2 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
WHITTIER TRUST CO | 9 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 15 |
BDO Wealth Advisors, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 14 |
Ironwood Financial, llc | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2021 | 14 |
Carroll Financial Associates, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 14 |
Versant Capital Management, Inc | 10 | 4 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2023 | 14 |
EXENCIAL WEALTH ADVISORS, LLC | 14 | 14 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
North Star Investment Management Corp. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Miracle Mile Advisors, LLC | 13 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 14 |
Forefront Analytics, LLC | 14 | 14 | 0.14% | 1.17% | 7.42% | Q1 2020 | Q2 2023 | 14 |
MD Financial Management Inc. | 14 | 14 | 0.29% | 0.60% | 0.86% | Q3 2018 | Q4 2021 | 14 |
Castle Rock Wealth Management, LLC | 12 | 2 | 0.10% | 0.17% | 0.24% | Q4 2019 | Q3 2023 | 14 |
Sargent Bickham Lagudis LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 14 |
Keel Point, LLC | 10 | 1 | 0.05% | 0.23% | 0.85% | Q1 2019 | Q3 2023 | 13 |
Baron Financial Group, LLC | 13 | 13 | 2.65% | 2.99% | 3.27% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
Personal Wealth Partners | 11 | 2 | 0.17% | 0.22% | 0.50% | Q4 2018 | Q1 2022 | 13 |
Creative Planning | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Advisory Services Network, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 13 |
NEXT Financial Group, Inc | 7 | 6 | 0.02% | 0.03% | 0.06% | Q3 2018 | Q4 2021 | 13 |
Frontier Wealth Management LLC | 11 | 1 | 0.06% | 0.08% | 0.14% | Q2 2019 | Q2 2022 | 12 |
Sugarloaf Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Bridge Advisory, LLC | 12 | 12 | 0.44% | 0.83% | 1.30% | Q4 2020 | Q3 2023 | 12 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Eudaimonia Partners, LLC | 6 | 5 | 0.04% | 0.06% | 0.07% | Q4 2019 | Q3 2023 | 11 |
Bard Financial Services, Inc. | 11 | 11 | 0.18% | 0.21% | 0.23% | Q4 2020 | Q2 2023 | 11 |
B. Riley Wealth Advisors, Inc. | 11 | 11 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Koss-Olinger Consulting, LLC | 11 | 11 | 0.07% | 0.19% | 0.32% | Q1 2021 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 1.56% | 2.05% | 2.88% | Q4 2020 | Q3 2023 | 11 |
Human Investing LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 10 |
Cetera Investment Advisers | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Winslow, Evans & Crocker, Inc. | 7 | 3 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q4 2020 | 10 |
Sigma Planning Corp | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 10 | 10 | 0.01% | 0.25% | 0.66% | Q2 2021 | Q3 2023 | 10 |
ROPES WEALTH ADVISORS LLC | 7 | 3 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2020 | 10 |
MASSMUTUAL TRUST CO FSB/ADV | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Bank of New York Mellon Corp | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 10 |
Fiera Capital Corp | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 10 |
Capital Analysts, LLC | 6 | 4 | 0.00% | 0.08% | 0.21% | Q2 2018 | Q2 2022 | 10 |
McCarthy Grittinger Financial Group, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
STRATEGIC CAPITAL ADVISERS, INC. | 8 | 2 | 0.24% | 0.28% | 0.32% | Q4 2019 | Q2 2022 | 10 |
FRANKLIN RESOURCES INC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 10 |
RFG Advisory, LLC | 7 | 3 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 10 |
EVOKE WEALTH, LLC | 9 | 1 | 0.07% | 0.09% | 0.10% | Q1 2021 | Q3 2023 | 10 |
Concord Wealth Partners | 10 | 10 | 0.05% | 0.33% | 0.58% | Q2 2021 | Q3 2023 | 10 |
MIDDLETON & CO INC/MA | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Sage Mountain Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
AVANTAX ADVISORY SERVICES, INC. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 9 |
QS Investors, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 9 |
SeaCrest Wealth Management, LLC | 5 | 4 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q2 2022 | 9 |
TRANSCEND CAPITAL ADVISORS, LLC | 5 | 4 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 9 |
Pacific Center for Financial Services | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
TORONTO DOMINION BANK | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2021 | 9 |
ENTERPRISE FINANCIAL SERVICES CORP | 9 | 9 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2021 | 9 |
CAPTRUST FINANCIAL ADVISORS | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Joseph P. Lucia & Associates, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 9 |
DEUTSCHE BANK AG\ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
Laurel Wealth Planning LLC | 9 | 9 | 0.09% | 0.69% | 1.16% | Q4 2020 | Q4 2022 | 9 |
M&R CAPITAL MANAGEMENT INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
Selective Wealth Management, Inc. | 6 | 3 | 0.02% | 0.05% | 0.07% | Q2 2020 | Q3 2022 | 9 |
Atlas Private Wealth Advisors | 7 | 2 | 0.01% | 0.06% | 0.14% | Q2 2020 | Q3 2022 | 9 |
Clearstead Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
TOMPKINS FINANCIAL CORP | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q4 2023 | 8 |
Widmann Financial Services, Inc. | 8 | 8 | 0.50% | 0.57% | 0.65% | Q4 2021 | Q3 2023 | 8 |
Highlander Capital Management, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q1 2020 | 8 |
Willingdon Wealth Management | 8 | 8 | 0.03% | 0.05% | 0.06% | Q2 2018 | Q1 2020 | 8 |
Bison Wealth, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 8 |
NCM Capital Management, LLC | 8 | 8 | 0.15% | 0.17% | 0.28% | Q4 2021 | Q3 2023 | 8 |
WADE G W & INC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Bartlett & Co. LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 8 |
HALL LAURIE J TRUSTEE | 7 | 1 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q4 2020 | 8 |
Hanson & Doremus Investment Management | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 8 |
Greenwich Wealth Management LLC | 7 | 1 | 0.04% | 0.10% | 0.14% | Q2 2019 | Q3 2023 | 8 |
HighTower Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 8 |
GPS Wealth Strategies Group, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
JOHN G ULLMAN & ASSOCIATES INC | 7 | 7 | 1.01% | 1.03% | 1.06% | Q2 2018 | Q4 2019 | 7 |
COLONY GROUP LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
BNP PARIBAS FINANCIAL MARKETS | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
AlphaCore Capital LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Washington Trust Advisors, Inc. | 4 | 3 | 0.03% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 7 |
First Affirmative Financial Network | 7 | 7 | 1.66% | 2.04% | 2.35% | Q2 2022 | Q4 2023 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Janney Montgomery Scott LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Wealthcare Advisory Partners LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Brinker Capital Investments, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
BlueCrest Capital Management Ltd | 6 | 1 | 0.02% | 0.05% | 0.12% | Q3 2020 | Q2 2023 | 7 |
Founders Financial Alliance, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
PARK AVENUE SECURITIES LLC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Byrne Asset Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Beacon Pointe Advisors, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 7 |
TRUIST FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Capital Investment Advisory Services, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
JPMORGAN CHASE & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 7 |
Bank Julius Baer & Co. Ltd, Zurich | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2021 | 7 |
TRUST CO OF VERMONT | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Comprehensive Financial Consultants Institutional, Inc. | 3 | 3 | 0.28% | 0.34% | 0.38% | Q4 2021 | Q3 2023 | 6 |
SJS Investment Consulting Inc. | 4 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 6 |
FIRST INTERSTATE BANK | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2019 | 6 |
Tortoise Investment Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Ameritas Advisory Services, LLC | 6 | 6 | 0.05% | 0.11% | 0.15% | Q4 2021 | Q1 2023 | 6 |
CIBC Private Wealth Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 6 |
MML INVESTORS SERVICES, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 6 |
STIFEL FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
NewSquare Capital LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Brouwer & Janachowski, LLC | 6 | 6 | 0.06% | 0.06% | 0.07% | Q2 2018 | Q3 2019 | 6 |
UBS ASSET MANAGEMENT AMERICAS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
HARBOR INVESTMENT ADVISORY, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | 1 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 5 |
Simplicity Solutions, LLC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Patriot Financial Group Insurance Agency, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
McClarren Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Joel Isaacson & Co., LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 5 |
TIAA, FSB | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
AlphaMark Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Money Design Co.,Ltd. | 5 | 5 | 0.00% | 0.42% | 0.64% | Q3 2022 | Q3 2023 | 5 |
MERCER GLOBAL ADVISORS INC /ADV | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
SHINE INVESTMENT ADVISORY SERVICES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
Western Wealth Management, LLC | 3 | 1 | 0.02% | 0.04% | 0.09% | Q4 2019 | Q2 2022 | 5 |
Parkside Advisors LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q4 2023 | 5 |
DB Wealth Management Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Financial Advocates Investment Management | 5 | 5 | 0.19% | 0.21% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Diversified Trust Co | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2023 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q3 2021 | 5 |
Spearhead Capital Advisors, LLC | 5 | 5 | 0.05% | 0.07% | 0.07% | Q2 2020 | Q2 2021 | 5 |
TRUE Private Wealth Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 5 |
Texas Yale Capital Corp. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2020 | 4 |
WEDBUSH SECURITIES INC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2023 | 4 |
Wealthspire Advisors, L.P. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
CRA Financial Services, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q1 2022 | 4 |
Baystate Wealth Management LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.10% | 0.11% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Avidian Wealth Solutions, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 4 |
Marquette Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
SEAVIEW INVESTMENT MANAGERS LLC | 4 | 4 | 0.08% | 0.43% | 0.79% | Q3 2021 | Q2 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Glassman Wealth Services | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q1 2022 | 4 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Cable Hill Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.07% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Renaissance Technologies | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 0.30% | 0.34% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Key Client Fiduciary Advisors, LLC | 4 | 4 | 0.23% | 0.25% | 0.28% | Q4 2022 | Q3 2023 | 4 |
NORTHWEST WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
BROWN BROTHERS HARRIMAN & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 4 |
Capital Advisory Group Advisory Services, LLC | 4 | 4 | 0.00% | 0.07% | 0.26% | Q3 2021 | Q2 2022 | 4 |
Plante Moran Financial Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 4 |
UMB Bank, n.a. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
GOLDMAN SACHS GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 4 |
Operose Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
New England Capital Financial Advisors LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Transform Wealth, LLC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
SYNOVUS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Brookstone Capital Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Live Your Vision, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Wealth Quarterback LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 3 |
Qube Research & Technologies Ltd | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
NORTHERN CAPITAL MANAGEMENT LLC | 3 | 3 | 0.30% | 0.31% | 0.31% | Q2 2018 | Q4 2018 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 3 |
SCOTIA CAPITAL INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Nalls Sherbakoff Group, LLC | 2 | 1 | 0.25% | 0.29% | 0.34% | Q4 2018 | Q2 2023 | 3 |
Brendel Financial Advisors LLC | 3 | 3 | 0.37% | 0.40% | 0.46% | Q3 2019 | Q1 2020 | 3 |
REGIONS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
GLENMEDE TRUST CO NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
OPPENHEIMER & CO INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 3 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Belvedere Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
EP Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cerity Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
CAMBRIDGE TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 2 |
USCA RIA LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
McAdam, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2018 | 2 |
VALLEY NATIONAL ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
LGT Financial Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 2 |
HAP Trading, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q2 2022 | 2 |
NWAM LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Private Capital Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.04% | 0.11% | 0.19% | Q3 2020 | Q4 2020 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Ruedi Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Phoenix Wealth Advisors | 2 | 2 | 0.17% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Wealthstream Advisors, Inc. | 2 | 2 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q2 2023 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
D.A. DAVIDSON & CO. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Meridian Wealth Partners, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
PRIVATE ASSET MANAGEMENT INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q1 2020 | 2 |
Patten Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
CIBC WORLD MARKET INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q1 2022 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q1 2022 | 2 |
NORTHERN TRUST CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Y.D. More Investments Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.11% | 0.13% | 0.15% | Q2 2019 | Q4 2019 | 2 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
55I, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2019 | Q3 2019 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CX Institutional | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
F3Logic, LLC | 1 | 1 | 1.62% | 1.62% | 1.62% | Q3 2020 | Q3 2020 | 1 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Stockman Wealth Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
JOHNSON INVESTMENT COUNSEL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 1.82% | 1.82% | 1.82% | Q4 2021 | Q4 2021 | 1 |
FURE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.82% | 1.82% | 1.82% | Q4 2021 | Q4 2021 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
People's United Financial, Inc. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2018 | Q2 2018 | 1 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2020 | Q4 2020 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
United Community Bank | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Legacy Wealth Partners, Inc. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2021 | Q2 2021 | 1 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Westside Investment Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Millburn Ridgefield Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2022 | Q4 2022 | 1 |
Petix & Botte Co | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Certus Wealth Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q2 2023 | 1 |
Stamos Capital Partners, L.P. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Econ Financial Services Corp | 1 | 1 | 1.34% | 1.34% | 1.34% | Q4 2018 | Q4 2018 | 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.