Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
JPMORGAN CHASE & CO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
OARSMAN CAPITAL, INC. | 22 | 22 | 0.09% | 0.47% | 0.79% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
OneDigital Investment Advisors LLC | 22 | 22 | 0.00% | 0.06% | 0.19% | Q2 2018 | Q3 2023 | 22 |
AdvisorNet Financial, Inc | 22 | 22 | 0.00% | 0.07% | 0.13% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 22 | 22 | 0.04% | 0.07% | 0.10% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 22 | 22 | 0.70% | 0.83% | 0.96% | Q2 2018 | Q3 2023 | 22 |
Front Row Advisors LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Merit Financial Group, LLC | 22 | 22 | 0.05% | 0.15% | 0.33% | Q2 2018 | Q3 2023 | 22 |
US BANCORP \DE\ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.00% | 0.03% | Q1 2016 | Q3 2023 | 22 |
MML INVESTORS SERVICES, LLC | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Janney Montgomery Scott LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Cetera Advisor Networks LLC | 22 | 22 | 0.01% | 0.12% | 0.31% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Johnson Financial Group, Inc. | 22 | 22 | 0.01% | 0.84% | 4.01% | Q2 2018 | Q3 2023 | 22 |
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 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Baird Financial Group, Inc. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Private Advisor Group, LLC | 19 | 2 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 21 |
North Star Investment Management Corp. | 17 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
Capital Investment Advisory Services, LLC | 20 | 1 | 0.01% | 0.03% | 0.10% | Q2 2018 | Q3 2023 | 21 |
Oxbow Advisors, LLC | 21 | 21 | 0.12% | 0.16% | 0.19% | Q2 2018 | Q2 2023 | 21 |
Global Retirement Partners, LLC | 14 | 7 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.07% | 0.10% | Q3 2018 | Q3 2023 | 21 |
CWM, LLC | 13 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
OPTIMUM INVESTMENT ADVISORS | 20 | 20 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2023 | 20 |
Advisory Services Network, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2023 | 20 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
CENTRAL TRUST Co | 20 | 20 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 20 |
TFG Advisers LLC | 20 | 20 | 0.13% | 0.29% | 0.48% | Q4 2018 | Q3 2023 | 20 |
Pinnacle Bancorp, Inc. | 19 | 19 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q2 2023 | 19 |
Tidal Investments LLC | 19 | 19 | 0.02% | 0.38% | 1.54% | Q1 2019 | Q3 2023 | 19 |
FMR LLC | 11 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
Brinker Capital Investments, LLC | 19 | 19 | 0.04% | 0.09% | 0.16% | Q2 2018 | Q4 2022 | 19 |
Sowell Financial Services LLC | 10 | 3 | 0.02% | 0.04% | 0.09% | Q3 2018 | Q3 2023 | 18 |
Madrona Financial Services, LLC | 18 | 18 | 0.08% | 0.18% | 0.46% | Q2 2019 | Q3 2023 | 18 |
Belpointe Asset Management LLC | 16 | 2 | 0.02% | 0.07% | 0.20% | Q3 2018 | Q1 2023 | 18 |
Covington Capital Management | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 18 |
American Portfolios Advisors | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2022 | 18 |
Mariner, LLC | 16 | 2 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 18 |
CITIGROUP INC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 17 |
1834 INVESTMENT ADVISORS CO | 17 | 17 | 0.00% | 0.04% | 0.06% | Q2 2018 | Q2 2022 | 17 |
AVANTAX ADVISORY SERVICES, INC. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Cooper Financial Group | 17 | 17 | 0.12% | 0.24% | 0.47% | Q4 2018 | Q4 2022 | 17 |
AE Wealth Management LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 16 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
Heartwood Wealth Advisors LLC | 16 | 16 | 0.08% | 0.11% | 0.16% | Q4 2019 | Q3 2023 | 16 |
ProVise Management Group, LLC | 9 | 7 | 0.03% | 0.05% | 0.07% | Q2 2018 | Q2 2022 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.02% | 0.04% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Mutual Advisors, LLC | 16 | 16 | 0.04% | 0.09% | 0.18% | Q2 2018 | Q1 2022 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Patriot Financial Group Insurance Agency, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q2 2022 | 16 |
Regal Investment Advisors LLC | 7 | 1 | 0.06% | 0.09% | 0.14% | Q2 2018 | Q4 2022 | 16 |
LVZ, Inc. | 16 | 16 | 0.07% | 0.19% | 0.24% | Q2 2018 | Q1 2022 | 16 |
REILLY FINANCIAL ADVISORS, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 15 |
Retirement Group, LLC | 14 | 1 | 0.05% | 0.15% | 0.60% | Q4 2019 | Q3 2023 | 15 |
6 Meridian | 15 | 15 | 0.30% | 0.53% | 0.59% | Q2 2018 | Q4 2021 | 15 |
Pinnacle Wealth Planning Services, Inc. | 13 | 1 | 0.05% | 0.09% | 0.35% | Q4 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Carroll Financial Associates, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 15 |
CENTAURUS FINANCIAL, INC. | 14 | 14 | 0.01% | 0.04% | 0.09% | Q2 2018 | Q3 2021 | 14 |
Moser Wealth Advisors, LLC | 12 | 2 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 14 |
WEDBUSH SECURITIES INC | 14 | 14 | 0.01% | 0.05% | 0.15% | Q2 2018 | Q3 2021 | 14 |
Rockefeller Capital Management L.P. | 10 | 4 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
Atlas Private Wealth Advisors | 14 | 14 | 0.06% | 0.24% | 0.50% | Q2 2020 | Q3 2023 | 14 |
WealthPLAN Partners, LLC | 9 | 2 | 0.00% | 0.07% | 0.15% | Q2 2018 | Q2 2023 | 14 |
Cordasco Financial Network | 14 | 14 | 0.00% | 0.02% | 0.08% | Q1 2019 | Q2 2022 | 14 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
Equitable Holdings, Inc. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2022 | 13 |
NEXT Financial Group, Inc | 7 | 6 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q4 2021 | 13 |
Future Financial Wealth Managment LLC | 12 | 12 | 0.77% | 0.87% | 0.98% | Q4 2020 | Q3 2023 | 12 |
Capital Investment Advisors, LLC | 11 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2021 | 12 |
Ancora Advisors LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
STEPHENS INC /AR/ | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Wagner Wealth Management, LLC | 10 | 2 | 0.03% | 0.08% | 0.10% | Q2 2018 | Q1 2023 | 12 |
NewEdge Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Valmark Advisers, Inc. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2021 | 12 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.02% | 0.19% | 0.60% | Q4 2019 | Q3 2023 | 12 |
Harborview Advisors, LLC | 11 | 11 | 3.98% | 4.67% | 5.61% | Q1 2019 | Q3 2021 | 11 |
STIFEL FINANCIAL CORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 11 |
Realta Investment Advisors | 4 | 2 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
WealthTrust Axiom LLC | 9 | 1 | 0.07% | 0.09% | 0.10% | Q2 2018 | Q4 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
TCTC Holdings, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
Bramshill Investments, LLC | 6 | 4 | 0.93% | 2.61% | 4.94% | Q1 2019 | Q4 2021 | 10 |
Creative Planning | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
THRIVENT FINANCIAL FOR LUTHERANS | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2021 | 10 |
ENTERPRISE FINANCIAL SERVICES CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2021 | 10 |
LifePlan Financial Group, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
BTS Asset Management, Inc. | 10 | 10 | 0.09% | 0.42% | 1.66% | Q2 2021 | Q3 2023 | 10 |
Kestra Advisory Services, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 9 |
LIBERTY WEALTH MANAGEMENT LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2021 | 9 |
Boxwood Ventures, Inc. | 9 | 9 | 0.38% | 0.48% | 0.60% | Q3 2021 | Q3 2023 | 9 |
MERCER GLOBAL ADVISORS INC /ADV | 6 | 1 | 0.01% | 0.06% | 0.13% | Q1 2020 | Q4 2022 | 9 |
ADELL HARRIMAN & CARPENTER INC | 7 | 2 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 9 |
Gladstone Institutional Advisory LLC | 9 | 9 | 0.03% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Financial Architects, Inc | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2020 | 9 |
PFG Advisors | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 9 |
Hexagon Capital Partners LLC | 9 | 9 | 0.06% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Thomas J. Herzfeld Advisors, Inc. | 5 | 1 | 0.02% | 0.62% | 2.86% | Q4 2018 | Q4 2021 | 8 |
EPG Wealth Management LLC | 3 | 2 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q1 2023 | 8 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 5 | 3 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2021 | 8 |
Csenge Advisory Group | 7 | 1 | 0.01% | 0.09% | 0.15% | Q3 2018 | Q3 2023 | 8 |
Endowment Wealth Management, Inc. | 8 | 8 | 0.34% | 0.39% | 0.45% | Q4 2021 | Q3 2023 | 8 |
BESSEMER GROUP INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2021 | 8 |
MARINO, STRAM & ASSOCIATES LLC | 8 | 8 | 0.22% | 0.24% | 0.28% | Q4 2021 | Q3 2023 | 8 |
LINCOLN NATIONAL CORP | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CULLEN/FROST BANKERS, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
HighTower Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
WHITTIER TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
SMITH, MOORE & CO. | 8 | 8 | 0.22% | 0.25% | 0.27% | Q2 2018 | Q1 2020 | 8 |
Beacon Financial Advisory LLC | 6 | 1 | 0.10% | 0.13% | 0.18% | Q4 2019 | Q1 2022 | 7 |
WealthShield Partners, LLC | 7 | 7 | 0.17% | 0.43% | 0.86% | Q1 2022 | Q3 2023 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 7 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 7 |
Wealthcare Advisory Partners LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2019 | 7 |
Integrated Advisors Network LLC | 7 | 7 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q2 2021 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Hilltop Holdings Inc. | 7 | 7 | 0.06% | 0.10% | 0.15% | Q2 2018 | Q4 2019 | 7 |
Moors & Cabot, Inc. | 6 | 1 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q1 2023 | 7 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 7 |
Jackson Financial Management | 7 | 7 | 3.84% | 4.75% | 6.58% | Q2 2018 | Q4 2019 | 7 |
BARCLAYS PLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q4 2019 | 6 |
Chicago Partners Investment Group LLC | 4 | 2 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 6 |
BB&T SECURITIES, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2019 | 6 |
CreativeOne Wealth, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2022 | 6 |
Aptus Capital Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 6 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.26% | 0.48% | 0.73% | Q2 2018 | Q3 2019 | 6 |
Shamrock Asset Management LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2019 | 6 |
Beck Bode, LLC | 6 | 6 | 0.69% | 0.74% | 0.78% | Q2 2022 | Q3 2023 | 6 |
TCG Advisory Services, LLC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q2 2022 | Q2 2023 | 5 |
Ahrens Investment Partners LLC | 2 | 1 | 0.01% | 0.08% | 0.13% | Q2 2018 | Q1 2023 | 5 |
Ascendant Capital Management, LLC | 5 | 5 | 0.29% | 1.24% | 2.09% | Q4 2020 | Q4 2021 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2020 | 5 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2021 | 5 |
Bank of New York Mellon Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
DEUTSCHE BANK AG\ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Parallel Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Investors Research Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Ausdal Financial Partners, Inc. | 5 | 5 | 0.03% | 0.05% | 0.06% | Q2 2021 | Q2 2022 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q1 2021 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q4 2021 | 5 |
WealthPlan Investment Management, LLC | 4 | 1 | 0.00% | 0.03% | 0.06% | Q1 2022 | Q2 2023 | 5 |
Sargent Bickham Lagudis LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q1 2019 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 5 |
ALBION FINANCIAL GROUP /UT | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 4 |
HAP Trading, LLC | 1 | 1 | 0.02% | 0.03% | 0.07% | Q3 2019 | Q2 2022 | 4 |
Rehmann Capital Advisory Group | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2019 | 4 |
Partnervest Advisory Services LLC | 4 | 4 | 0.11% | 0.13% | 0.14% | Q4 2019 | Q3 2020 | 4 |
QP WEALTH MANAGEMENT, LLC | 4 | 4 | 0.32% | 0.39% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Apollon Wealth Management, LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
CITY HOLDING CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.02% | 0.04% | 0.08% | Q3 2018 | Q2 2019 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.05% | 0.28% | 0.38% | Q4 2022 | Q3 2023 | 4 |
BLAIR WILLIAM & CO/IL | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Tower Research Capital LLC (TRC) | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
M&R CAPITAL MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.13% | 0.15% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Royal Fund Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Capital Analysts, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2019 | 4 |
KENNICOTT CAPITAL MANAGEMENT LLC | 4 | 4 | 0.56% | 0.70% | 0.79% | Q1 2021 | Q4 2021 | 4 |
FREEDOM WEALTH ALLIANCE, LLC | 4 | 4 | 0.94% | 1.50% | 1.94% | Q4 2022 | Q3 2023 | 4 |
Greenwich Investment Management, Inc. | 3 | 1 | 0.28% | 0.38% | 0.44% | Q1 2020 | Q4 2021 | 4 |
Wellington Shields Capital Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Aveo Capital Partners, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 0.33% | 0.36% | 0.41% | Q1 2022 | Q3 2022 | 3 |
Cetera Investment Advisers | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Pasadena Private Wealth, LLC | 2 | 1 | 0.22% | 0.24% | 0.26% | Q2 2022 | Q3 2023 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 3 |
RESOLUTE FINANCIAL, LLC | 3 | 3 | 0.19% | 0.33% | 0.43% | Q4 2021 | Q2 2022 | 3 |
FIFTH THIRD BANCORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 3 |
Madden Advisory Services, Inc. | 3 | 3 | 0.16% | 0.17% | 0.18% | Q4 2018 | Q2 2019 | 3 |
Patriot Wealth Management, Inc. | 3 | 3 | 0.13% | 0.14% | 0.15% | Q2 2018 | Q4 2018 | 3 |
FIRST FOUNDATION ADVISORS | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q1 2020 | 3 |
NATIONAL BANK OF CANADA /FI/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 3 |
Advocacy Wealth Management Services, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 3 | 3 | 0.04% | 0.07% | 0.09% | Q3 2021 | Q1 2022 | 3 |
Allworth Financial LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
WFA of San Diego, LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 2 |
Zions Bancorporation | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q3 2018 | 2 |
Lido Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 2 |
Mirae Asset Global Investments Co., Ltd. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.10% | 0.11% | 0.13% | Q4 2018 | Q3 2019 | 2 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2021 | 2 |
NCM Capital Management, LLC | 2 | 2 | 0.13% | 0.20% | 0.27% | Q4 2021 | Q1 2022 | 2 |
MANCHESTER FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Sterling Investment Advisors, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
MinichMacGregor Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 2 |
AXS Investments LLC | 2 | 2 | 0.13% | 0.27% | 0.41% | Q2 2023 | Q3 2023 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.09% | 0.11% | 0.13% | Q2 2020 | Q3 2020 | 2 |
LexAurum Advisors, LLC | 2 | 2 | 0.42% | 0.44% | 0.46% | Q3 2019 | Q4 2019 | 2 |
Financial Advocates Investment Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Zions Bancorporation, N.A. | 2 | 2 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q1 2019 | 2 |
FORT PITT CAPITAL GROUP, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Janney Capital Management LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q2 2018 | Q3 2018 | 2 |
Moloney Securities Asset Management, LLC | 2 | 2 | 0.13% | 0.16% | 0.19% | Q1 2023 | Q2 2023 | 2 |
FourThought Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
RATIONAL ADVISORS LLC | 2 | 2 | 0.10% | 0.15% | 0.19% | Q4 2018 | Q1 2019 | 2 |
Matisse Capital | 2 | 2 | 1.63% | 1.66% | 1.70% | Q1 2020 | Q2 2020 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.31% | 0.32% | 0.34% | Q4 2022 | Q3 2023 | 2 |
Balboa Wealth Partners | 2 | 2 | 0.09% | 0.10% | 0.10% | Q3 2022 | Q4 2022 | 2 |
Sound Income Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ASSETMARK, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Lake Point Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Clark Capital Management Group, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 2 |
PVG ASSET MANAGEMENT CORP | 2 | 2 | 1.91% | 2.48% | 3.05% | Q4 2018 | Q1 2019 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
PRIVATE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Essex Savings Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Southern Farm Bureau Life Insurance | 2 | 2 | 0.16% | 1.40% | 2.64% | Q4 2020 | Q1 2021 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Blue Sky Asset Management, LLC | 1 | 1 | 1.31% | 1.31% | 1.31% | Q4 2019 | Q4 2019 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Endurance Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Astoria Portfolio Advisors LLC. | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2021 | Q4 2021 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Spotlight Asset Group, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Private Ocean, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Vigilare Wealth Management | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2019 | Q4 2019 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Occidental Asset Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2020 | Q1 2020 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
XR Securities LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2018 | Q3 2018 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Laidlaw Wealth Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
EVERGREEN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2023 | Q3 2023 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
MADRONA FUNDS, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2019 | Q3 2019 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2022 | Q4 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 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.