INVESCO EXCH TRADED FD TR II shareholder history

Current and past INVESCO EXCH TRADED FD TR II shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1130.00%0.00%0.00%Q2 2018Q3 202331
Anchor Investment Management, LLC 26260.00%0.00%0.00%Q3 2016Q4 202226
HUNTINGTON NATIONAL BANK 22220.01%0.64%1.40%Q2 2018Q3 202324
OPTIMUM INVESTMENT ADVISORS 23230.32%0.58%0.74%Q2 2018Q4 202323
Creative Planning 22220.00%0.02%0.12%Q2 2018Q3 202322
COMMONWEALTH EQUITY SERVICES, LLC 22220.03%0.06%0.08%Q2 2018Q3 202322
BURNEY CO/ 22220.01%0.01%0.02%Q2 2018Q3 202322
BANK OF AMERICA CORP /DE/ 22220.06%0.08%0.11%Q2 2018Q3 202322
GOULD ASSET MANAGEMENT LLC /CA/ 22220.18%0.35%0.42%Q2 2018Q3 202322
IFP Advisors, Inc 1710.03%0.16%0.36%Q1 2016Q3 202322
Asset Management One Co., Ltd. 22220.01%0.01%0.03%Q2 2018Q3 202322
Sigma Planning Corp 22220.03%0.08%0.18%Q2 2018Q3 202322
CAPTRUST FINANCIAL ADVISORS 22220.00%0.01%0.02%Q2 2018Q3 202322
WELLS FARGO & COMPANY/MN 22220.04%0.08%0.12%Q2 2018Q3 202322
Geneos Wealth Management Inc. 22220.03%0.07%0.14%Q2 2018Q3 202322
PEOPLES FINANCIAL SERVICES CORP. 22220.02%0.03%0.03%Q2 2018Q3 202322
Cutter & CO Brokerage, Inc. 22220.04%0.17%0.35%Q2 2018Q3 202322
Godshalk Welsh Capital Management, Inc. 22220.82%1.48%2.02%Q2 2018Q3 202322
CIBC Private Wealth Group, LLC 22220.00%0.01%0.01%Q2 2018Q3 202322
Steward Partners Investment Advisory, LLC 22220.03%0.05%0.08%Q2 2018Q3 202322
IFG Advisory, LLC 22220.03%0.04%0.07%Q2 2018Q3 202322
LPL Financial LLC 22220.06%0.10%0.15%Q2 2018Q3 202322
Cetera Investment Advisers 22220.03%0.28%0.66%Q2 2018Q3 202322
STIFEL FINANCIAL CORP 22220.01%0.02%0.02%Q2 2018Q3 202322
StrategIQ Financial Group, LLC 22220.08%0.16%0.26%Q2 2018Q3 202322
Sound Income Strategies, LLC 22220.08%0.25%0.45%Q2 2018Q3 202322
Advisory Services Network, LLC 22220.01%0.01%0.03%Q2 2018Q3 202322
Allworth Financial LP 22220.00%0.16%0.52%Q2 2018Q3 202322
Oxbow Advisors, LLC 22220.05%0.08%0.10%Q2 2018Q3 202322
Crewe Advisors LLC 22220.00%1.83%3.45%Q2 2018Q3 202322
Madrona Financial Services, LLC 22220.16%0.36%0.91%Q2 2018Q3 202322
PNC FINANCIAL SERVICES GROUP, INC. 22220.00%0.00%0.00%Q2 2018Q3 202322
Cambridge Investment Research Advisors, Inc. 22220.05%0.12%0.31%Q2 2018Q3 202322
WHITE PINE CAPITAL LLC 22220.05%0.23%0.40%Q2 2018Q3 202322
US BANCORP \DE\ 22220.00%0.00%0.00%Q2 2018Q3 202322
Baird Financial Group, Inc. 22220.00%0.02%0.03%Q2 2018Q3 202322
AMERIPRISE FINANCIAL INC 22220.03%0.04%0.06%Q2 2018Q3 202322
Moors & Cabot, Inc. 22220.02%0.03%0.06%Q2 2018Q3 202322
CULLEN/FROST BANKERS, INC. 22220.02%0.03%0.06%Q2 2018Q3 202322
HighTower Advisors, LLC 22220.00%0.02%0.14%Q2 2018Q3 202322
RAYMOND JAMES & ASSOCIATES 22220.00%0.01%0.01%Q2 2018Q3 202322
Janney Montgomery Scott LLC 22220.02%0.05%0.07%Q2 2018Q3 202322
Milestone Advisory Partners 22220.20%0.25%0.32%Q2 2018Q3 202322
Stratos Wealth Partners, LTD. 22220.02%0.06%0.11%Q2 2018Q3 202322
ENVESTNET ASSET MANAGEMENT INC 22220.01%0.02%0.05%Q2 2018Q3 202322
Focused Wealth Management, Inc 22220.00%0.00%0.02%Q2 2018Q3 202322
WHITTIER TRUST CO 22220.00%0.00%0.00%Q2 2018Q3 202322
B. Riley Wealth Advisors, Inc. 22220.01%0.05%0.26%Q2 2018Q3 202322
PRUDENTIAL FINANCIAL INC 22220.01%0.03%0.06%Q2 2018Q3 202322
PLIMOTH TRUST CO LLC 22221.98%3.13%4.15%Q2 2018Q3 202322
AdvisorNet Financial, Inc 22220.02%0.07%0.10%Q2 2018Q3 202322
FIFTH THIRD BANCORP 22220.00%0.00%0.01%Q2 2018Q3 202322
ROYAL BANK OF CANADA 22220.01%0.04%0.07%Q2 2018Q3 202322
IHT Wealth Management, LLC 22220.01%0.04%0.20%Q2 2018Q3 202322
SHEETS SMITH WEALTH MANAGEMENT 22220.03%0.17%0.58%Q2 2018Q3 202322
Cetera Advisor Networks LLC 22220.01%0.03%0.08%Q2 2018Q3 202322
Highlander Capital Management, LLC 22220.00%0.06%0.12%Q2 2018Q3 202322
Private Advisor Group, LLC 22220.00%0.08%0.15%Q2 2018Q3 202322
GUGGENHEIM CAPITAL LLC 22220.01%0.01%0.04%Q2 2018Q3 202322
CITIGROUP INC 22220.00%0.00%0.00%Q2 2018Q3 202322
JPMORGAN CHASE & CO 22220.00%0.00%0.00%Q2 2018Q3 202322
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 22221.66%2.22%2.76%Q2 2018Q3 202322
Cetera Advisors LLC 22220.00%0.02%0.05%Q2 2018Q3 202322
North Star Investment Management Corp. 22220.01%0.03%0.04%Q2 2018Q3 202322
Mutual Advisors, LLC 22220.01%0.18%0.38%Q2 2018Q3 202322
OPPENHEIMER & CO INC 22220.01%0.02%0.06%Q2 2018Q3 202322
UNITED CAPITAL FINANCIAL ADVISORS, LLC 22220.00%0.01%0.03%Q2 2018Q3 202322
ROCKY MOUNTAIN ADVISERS, LLC 22220.02%0.10%0.19%Q2 2018Q3 202322
KCM INVESTMENT ADVISORS LLC 22220.27%0.66%0.92%Q2 2018Q3 202322
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 22220.00%0.00%0.01%Q2 2018Q3 202322
McIlrath & Eck, LLC 22220.00%0.02%0.04%Q2 2018Q3 202322
MORGAN STANLEY 22220.01%0.03%0.04%Q2 2018Q3 202322
MML INVESTORS SERVICES, LLC 22220.04%0.19%0.31%Q2 2018Q3 202322
Iowa State Bank 22222.04%3.24%4.17%Q2 2018Q3 202322
GenWealth Group, Inc. 22220.05%0.08%0.11%Q2 2018Q3 202322
BENJAMIN F. EDWARDS & COMPANY, INC. 22220.00%0.02%0.04%Q2 2018Q3 202322
LANDAAS & CO /WI /ADV 22220.31%0.92%1.32%Q2 2018Q3 202322
NewEdge Advisors, LLC 22220.01%0.07%0.14%Q2 2018Q3 202322
Capital Analysts, LLC 22220.00%0.00%0.01%Q2 2018Q3 202322
McAdam, LLC 22220.54%1.03%1.52%Q2 2018Q3 202322
RAYMOND JAMES TRUST N.A. 22220.01%0.03%0.07%Q2 2018Q3 202322
PINNACLE ASSOCIATES LTD 22220.00%0.01%0.02%Q2 2018Q3 202322
D.A. DAVIDSON & CO. 22220.01%0.01%0.02%Q2 2018Q3 202322
CreativeOne Wealth, LLC 22220.01%0.06%0.22%Q2 2018Q3 202322
SeaCrest Wealth Management, LLC 22220.02%0.07%0.15%Q2 2018Q3 202322
QUEST INVESTMENT MANAGEMENT LLC 22220.02%0.04%0.07%Q2 2018Q3 202322
Valeo Financial Advisors, LLC 22220.00%0.01%0.04%Q2 2018Q3 202322
SignalPoint Asset Management, LLC 22220.06%0.16%0.30%Q2 2018Q3 202322
UBS Group AG 22220.02%0.03%0.04%Q2 2018Q3 202322
STEPHENS INC /AR/ 22220.02%0.04%0.06%Q2 2018Q3 202322
TOMPKINS FINANCIAL CORP 12100.01%0.72%1.00%Q2 2018Q4 202322
CNB Bank 22220.01%0.04%0.10%Q2 2018Q3 202322
Front Row Advisors LLC 22220.01%0.01%0.01%Q2 2018Q3 202322
Lido Advisors, LLC 22220.04%0.10%0.14%Q2 2018Q3 202322
Invesco Ltd. 22220.00%0.00%0.01%Q2 2018Q3 202322
Dynamic Advisor Solutions LLC 22220.01%0.04%0.12%Q2 2018Q3 202322
Raymond James Financial Services Advisors, Inc. 22220.02%0.03%0.05%Q2 2018Q3 202322
GOLDMAN SACHS GROUP INC 22220.00%0.00%0.00%Q2 2018Q3 202322
Boothe Investment Group, Inc. 1470.53%0.88%1.32%Q2 2018Q3 202321
SYNOVUS FINANCIAL CORP 21210.00%0.00%0.00%Q2 2018Q2 202321
CWM, LLC 1380.00%0.00%0.01%Q2 2018Q3 202321
DUNCKER STREETT & CO INC 1650.01%0.02%0.02%Q2 2018Q3 202321
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 21210.01%0.09%0.29%Q3 2018Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
COMPTON CAPITAL MANAGEMENT INC /RI 21211.44%2.15%5.00%Q2 2018Q2 202321
Castle Rock Wealth Management, LLC 1380.06%2.15%18.66%Q2 2018Q3 202321
Koshinski Asset Management, Inc. 1650.08%0.18%0.39%Q2 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.01%0.07%0.12%Q3 2018Q3 202321
Atria Investments, Inc 1650.01%0.06%0.15%Q2 2018Q3 202321
BANK OF MONTREAL /CAN/ 1920.00%0.03%0.08%Q2 2018Q3 202321
CENTRAL TRUST Co 21210.02%0.08%0.18%Q3 2018Q3 202321
Clearwater Capital Advisors, LLC 21210.01%0.45%0.74%Q2 2018Q2 202321
BerganKDV Wealth Management, LLC 21210.00%0.01%0.02%Q2 2018Q2 202321
WEDBUSH SECURITIES INC 2010.01%0.02%0.03%Q2 2018Q3 202321
Sequoia Financial Advisors, LLC 1650.02%0.22%0.82%Q2 2018Q3 202321
ROCKLAND TRUST CO 21210.03%0.08%0.11%Q3 2018Q3 202321
AE Wealth Management LLC 21210.00%0.03%0.10%Q3 2018Q3 202321
Kingsview Wealth Management, LLC 1560.01%0.06%0.15%Q2 2018Q3 202321
Independence Bank of Kentucky 21210.19%0.55%1.01%Q3 2018Q3 202321
Global Retirement Partners, LLC 1470.06%0.29%0.63%Q2 2018Q3 202321
BLAIR WILLIAM & CO/IL 2010.00%0.01%0.04%Q2 2018Q3 202321
WealthPLAN Partners, LLC 1640.01%0.62%1.95%Q2 2018Q3 202320
ATLAS CAPITAL ADVISORS LLC 1640.00%0.67%1.30%Q2 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.05%1.07%2.56%Q4 2018Q3 202320
KG&L Capital Management,LLC 20200.60%0.89%1.31%Q4 2018Q3 202320
Perennial Advisors, LLC 20200.11%1.60%2.27%Q2 2018Q1 202320
Arkos Global Advisors 20200.97%1.97%2.68%Q4 2018Q3 202320
Rathbones Group PLC 20200.00%0.00%0.01%Q4 2018Q3 202320
SEI INVESTMENTS CO 1240.00%0.00%0.00%Q2 2018Q3 202320
Arete Wealth Advisors, LLC 1280.02%0.05%0.09%Q3 2018Q3 202320
Sanchez Wealth Management Group 20200.21%0.39%0.61%Q4 2018Q3 202320
Avior Wealth Management, LLC 1460.00%0.01%0.03%Q3 2018Q3 202320
TOTH FINANCIAL ADVISORY CORP 20200.00%0.44%0.82%Q2 2018Q1 202320
M&T BANK CORP 1510.00%0.00%0.01%Q2 2018Q3 202320
Edge Wealth Management LLC 20200.13%1.54%5.24%Q4 2018Q3 202320
NewSquare Capital LLC 20200.00%0.08%0.14%Q4 2018Q3 202320
Bank of New York Mellon Corp 1910.00%0.00%0.00%Q2 2018Q2 202320
HBK Sorce Advisory LLC 20200.10%0.19%0.24%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.01%0.06%0.09%Q4 2018Q3 202320
Wambolt & Associates, LLC 20200.39%0.89%1.42%Q4 2018Q3 202320
Blue Fin Capital, Inc. 20200.22%0.68%1.13%Q4 2018Q3 202320
Ausdal Financial Partners, Inc. 1910.03%0.05%0.08%Q2 2018Q3 202320
Cypress Wealth Services, LLC 1550.04%0.09%0.24%Q2 2018Q3 202320
Field & Main Bank 1420.46%0.63%0.81%Q2 2018Q3 202320
Traverso Chambers Private Wealth Management, LLC 20200.22%1.13%1.90%Q4 2018Q3 202320
CHATHAM CAPITAL GROUP, INC. 19190.05%0.73%1.28%Q2 2018Q4 202219
Phocas Financial Corp. 19190.01%0.04%0.06%Q2 2018Q4 202219
Princeton Global Asset Management LLC 19190.00%0.07%0.16%Q1 2019Q3 202319
Shulman DeMeo Asset Management LLC 1180.37%0.54%0.81%Q4 2018Q3 202319
Weaver Consulting Group 19190.06%0.10%0.13%Q1 2019Q3 202319
Financial Gravity Asset Management, Inc. 1220.00%0.14%0.40%Q2 2018Q3 202319
Western Wealth Management, LLC 1180.01%0.07%0.15%Q4 2018Q3 202319
Lantz Financial LLC 19190.07%0.18%0.30%Q1 2019Q3 202319
Mirae Asset Global Investments Co., Ltd. 19190.00%0.01%0.05%Q2 2018Q4 202219
RDA Financial Network 19190.18%0.40%0.53%Q1 2019Q3 202319
SRS Capital Advisors, Inc. 1020.08%0.45%1.20%Q3 2018Q3 202319
Reitz Capital Advisors LLC 19191.09%3.35%5.30%Q4 2018Q2 202319
Kovack Advisors, Inc. 1420.02%0.10%0.21%Q2 2018Q3 202319
TSFG, LLC 19190.00%0.04%0.12%Q1 2019Q3 202319
LINCOLN NATIONAL CORP 1510.00%0.01%0.02%Q2 2018Q3 202319
Rockefeller Capital Management L.P. 19190.04%0.06%0.09%Q1 2019Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1170.04%0.16%0.28%Q1 2019Q3 202318
Baker Avenue Asset Management, LP 18180.00%0.07%0.22%Q2 2019Q3 202318
COHEN & STEERS, INC. 910.00%0.06%0.41%Q2 2018Q3 202318
IBEX WEALTH ADVISORS 18180.35%0.66%1.04%Q3 2018Q4 202218
Claraphi Advisory Network, LLC 18180.11%0.18%0.31%Q2 2018Q3 202218
CENTAURUS FINANCIAL, INC. 1080.01%0.05%0.15%Q2 2018Q1 202318
HM PAYSON & CO 18180.00%0.00%0.00%Q2 2019Q3 202318
MARINER INDEPENDENT ADVISOR NETWORK, LLC 18180.02%0.03%0.06%Q2 2018Q3 202218
Sheaff Brock Investment Advisors, LLC 1440.02%0.03%0.05%Q1 2019Q3 202318
Coastline Trust Co 18180.07%0.35%0.54%Q2 2018Q3 202218
AFT, FORSYTH & COMPANY, INC. 1710.13%0.26%0.39%Q2 2018Q3 202318
Integrated Wealth Concepts LLC 18180.01%0.09%0.15%Q2 2019Q3 202318
Quad-Cities Investment Group, LLC 18180.06%0.22%0.41%Q2 2018Q3 202218
Covington Capital Management 18180.44%0.53%0.63%Q2 2018Q3 202218
American Portfolios Advisors 18180.06%0.14%0.20%Q2 2018Q3 202218
MUFG Americas Holdings Corp 18180.00%0.00%0.01%Q2 2018Q3 202218
MERCER GLOBAL ADVISORS INC /ADV 18180.01%0.10%0.38%Q2 2019Q3 202318
MCMILLION CAPITAL MANAGEMENT INC 18180.17%0.32%0.50%Q1 2019Q2 202318
Private Portfolio Partners LLC 17170.04%0.12%0.17%Q4 2018Q4 202217
GW HENSSLER & ASSOCIATES LTD 1520.01%0.02%0.02%Q2 2018Q3 202217
TCI Wealth Advisors, Inc. 17170.00%0.05%0.12%Q2 2018Q2 202217
Sowell Financial Services LLC 1020.00%0.03%0.06%Q2 2018Q3 202317
FLC Capital Advisors 17170.04%0.13%0.31%Q4 2018Q4 202217
MASSMUTUAL TRUST CO FSB/ADV 17170.00%0.02%0.06%Q4 2019Q4 202317
Wealthcare Advisory Partners LLC 1430.01%0.08%0.14%Q2 2018Q1 202317
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 17170.03%0.06%0.11%Q3 2019Q3 202317
CIBC WORLD MARKET INC. 820.00%0.01%0.01%Q2 2018Q1 202317
Sunbelt Securities, Inc. 17170.03%0.53%3.05%Q3 2019Q3 202317
SCOTIA CAPITAL INC. 17170.00%0.02%0.06%Q3 2018Q3 202217
MV CAPITAL MANAGEMENT, INC. 17170.00%0.76%1.39%Q2 2018Q2 202217
GREENWOOD CAPITAL ASSOCIATES LLC 1430.02%0.18%0.32%Q2 2018Q3 202317
COLONY GROUP LLC 17170.01%0.05%0.31%Q3 2019Q3 202317
Good Life Advisors, LLC 1160.02%0.04%0.07%Q3 2018Q3 202317
AlphaStar Capital Management, LLC 17170.13%0.50%1.38%Q2 2018Q2 202217
PARK AVENUE SECURITIES LLC 1610.00%0.04%0.09%Q2 2018Q4 202217
Citadel Advisors 520.00%0.00%0.00%Q3 2018Q3 202317
FARMERS & MERCHANTS INVESTMENTS INC 910.00%0.00%0.00%Q3 2018Q3 202317
Founders Capital Management 980.01%0.01%0.01%Q2 2018Q4 202217
First PREMIER Bank 17170.01%1.25%1.65%Q3 2019Q3 202317
NATIXIS 1340.00%0.01%0.04%Q1 2019Q3 202317
Parkside Advisors LLC 17170.14%2.96%4.23%Q4 2018Q4 202217
Matthew Goff Investment Advisor, LLC 1610.04%0.06%0.10%Q2 2019Q3 202317
OneDigital Investment Advisors LLC 1310.00%0.08%0.18%Q3 2018Q3 202317
Cordasco Financial Network 17170.02%0.13%0.27%Q2 2018Q2 202217
Garrett Wealth Advisory Group, LLC 1520.10%0.80%2.85%Q4 2018Q3 202317
Neuberger Berman Group LLC 1610.00%0.00%0.00%Q2 2018Q3 202217
Hillsdale Investment Management Inc. 17170.00%0.03%0.12%Q2 2018Q2 202217
Round Table Services, LLC 16160.04%0.08%0.13%Q4 2018Q3 202216
Principle Wealth Partners LLC 1110.01%0.04%0.14%Q4 2018Q2 202316
Gradient Investments LLC 620.00%0.00%0.00%Q2 2018Q3 202316
CAROLINAS WEALTH CONSULTING LLC 16160.00%0.03%0.04%Q4 2019Q3 202316
Rehmann Capital Advisory Group 1150.01%0.04%0.16%Q2 2018Q3 202316
THRIVENT FINANCIAL FOR LUTHERANS 16160.00%0.00%0.01%Q4 2019Q3 202316
Disciplined Investments, LLC 16160.00%0.11%0.25%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.04%0.08%Q4 2019Q3 202316
DEARBORN PARTNERS LLC 16160.01%0.01%0.03%Q2 2018Q1 202216
BRANDYWINE OAK PRIVATE WEALTH LLC 1510.03%0.08%0.71%Q4 2018Q3 202316
Marquette Asset Management, LLC 16160.05%0.16%0.40%Q2 2018Q1 202216
BEAM WEALTH ADVISORS, INC. 16160.46%1.14%1.74%Q4 2019Q3 202316
Capital Advisory Group Advisory Services, LLC 1420.00%0.57%1.67%Q2 2018Q2 202216
TRUSTCORE FINANCIAL SERVICES, LLC 880.01%0.02%0.04%Q2 2018Q4 202216
Carmichael Hill & Associates, Inc. 16160.03%0.06%0.11%Q4 2019Q3 202316
Financial Insights, Inc. 16160.11%0.29%0.43%Q4 2018Q3 202216
TRUIST FINANCIAL CORP 16160.01%0.03%0.07%Q4 2019Q3 202316
Stonebridge Financial Planning Group, LLC 16160.07%0.26%0.53%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.05%0.08%0.13%Q4 2019Q3 202316
BCS Wealth Management 16160.14%0.39%1.00%Q4 2019Q3 202316
Patriot Financial Group Insurance Agency, LLC 16160.00%0.04%0.08%Q3 2018Q2 202216
New Potomac Partners, LLC 16160.07%0.61%1.22%Q2 2018Q1 202216
EVOKE WEALTH, LLC 1510.00%0.00%0.01%Q3 2019Q3 202316
S.A. Mason LLC 16160.04%0.06%0.08%Q4 2019Q3 202316
CRA Financial Services, LLC 16160.04%0.07%0.10%Q4 2018Q3 202216
AlphaMark Advisors, LLC 16160.01%0.22%0.57%Q4 2019Q3 202316
AVANTAX ADVISORY SERVICES, INC. 16160.01%0.03%0.06%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.03%0.16%0.31%Q4 2019Q3 202316
Renaissance Technologies 710.00%0.01%0.01%Q2 2018Q2 202316
First Horizon Advisors, Inc. 610.00%0.02%0.06%Q2 2018Q3 202316
ATTICUS WEALTH MANAGEMENT, LLC 16160.22%1.65%2.54%Q4 2019Q3 202316
Venture Visionary Partners LLC 1230.01%0.03%0.09%Q4 2019Q3 202315
LGL PARTNERS, LLC 15150.02%0.41%1.16%Q2 2018Q4 202115
Hilton Capital Management, LLC 15150.07%1.18%6.86%Q1 2020Q3 202315
Prospera Financial Services Inc 1410.01%0.03%0.12%Q2 2018Q3 202315
Capital Advisors, Ltd. LLC 15150.03%0.05%0.09%Q3 2018Q1 202215
Cedar Wealth Management, LLC 15150.02%0.03%0.04%Q1 2020Q3 202315
Stokes Capital Advisors, LLC 15150.60%0.79%1.20%Q2 2018Q4 202115
IndexIQ Advisors LLC 1230.00%0.08%0.23%Q2 2018Q1 202215
Avantax Planning Partners, Inc. 1410.00%0.19%0.50%Q3 2018Q3 202315
NORTHERN TRUST CORP 1320.00%0.00%0.00%Q2 2019Q3 202315
HHM Wealth Advisors, LLC 15150.00%0.01%0.02%Q1 2020Q3 202315
Carroll Financial Associates, Inc. 15150.00%0.00%0.01%Q2 2018Q4 202115
HERON FINANCIAL GROUP, LLC 15151.20%2.76%3.63%Q4 2019Q2 202315
Seneca House Advisors 15150.10%0.28%0.83%Q2 2018Q4 202115
LEVEL FOUR ADVISORY SERVICES, LLC 1210.01%0.02%0.10%Q2 2018Q3 202315
Buffington Mohr McNeal 15151.71%2.81%3.91%Q2 2018Q4 202115
Cresset Asset Management, LLC 1410.00%0.12%0.40%Q4 2018Q3 202315
Clearstead Advisors, LLC 15150.00%0.01%0.02%Q1 2020Q3 202315
J. W. Coons Advisors, LLC 15150.19%0.29%0.42%Q1 2020Q3 202315
Capital Investment Advisors, LLC 15150.01%0.01%0.02%Q2 2020Q4 202315
HOWARD WEALTH MANAGEMENT, LLC 1051.92%2.33%3.20%Q4 2019Q3 202315
Barnett & Company, Inc. 15150.01%0.20%0.45%Q2 2018Q4 202115
Tower Research Capital LLC (TRC) 1110.00%0.00%0.00%Q4 2018Q3 202315
Sandy Spring Bank 15150.00%0.00%0.00%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.04%0.07%0.10%Q1 2020Q3 202315
RFG Advisory, LLC 15150.06%0.14%0.20%Q1 2020Q3 202315
Ameritas Investment Partners, Inc. 15150.00%0.00%0.00%Q2 2018Q4 202115
PIN OAK INVESTMENT ADVISORS INC 15150.00%0.00%0.00%Q1 2020Q3 202315
JANE STREET GROUP, LLC 510.00%0.00%0.02%Q2 2018Q3 202315
Intersect Capital LLC 15150.06%0.14%0.28%Q4 2018Q2 202215
SHEPHERD KAPLAN KROCHUK, LLC 14140.70%1.35%2.72%Q2 2020Q3 202314
PACIFIC CAPITAL WEALTH ADVISORS, INC 14140.46%1.35%2.20%Q4 2019Q1 202314
Aptus Capital Advisors, LLC 630.00%0.00%0.01%Q3 2019Q3 202314
Narwhal Capital Management 14140.02%0.07%0.13%Q2 2020Q3 202314
Atlas Private Wealth Advisors 14140.04%0.43%0.92%Q2 2020Q3 202314
KLINGENSTEIN FIELDS & CO LP 14140.01%0.02%0.04%Q2 2018Q3 202114
Barrett Asset Management, LLC 14140.01%0.01%0.01%Q2 2018Q3 202114
RVW Wealth, LLC 950.04%0.10%0.17%Q2 2020Q4 202314
FIRST UNITED BANK & TRUST 14140.07%0.20%0.57%Q1 2020Q2 202314
FLAGSHIP HARBOR ADVISORS, LLC 1020.00%0.03%0.12%Q2 2018Q3 202314
J.W. COLE ADVISORS, INC. 810.01%0.03%0.16%Q4 2019Q3 202314
NEXT Financial Group, Inc 14140.00%0.01%0.03%Q3 2018Q4 202114
Jacobi Capital Management LLC 14140.01%0.01%0.02%Q2 2018Q3 202114
Checchi Capital Advisers, LLC 14140.03%0.72%1.12%Q2 2020Q3 202314
Ironwood Financial, llc 14140.01%0.02%0.02%Q2 2018Q3 202114
TWO SIGMA SECURITIES, LLC 510.00%0.01%0.05%Q3 2018Q3 202314
AJ WEALTH STRATEGIES, LLC 14140.04%0.17%0.45%Q1 2020Q2 202314
Certified Advisory Corp 950.04%0.11%0.21%Q2 2018Q1 202214
Carnegie Capital Asset Management, LLC 1310.01%0.01%0.03%Q2 2018Q3 202314
TCTC Holdings, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Autus Asset Management, LLC 950.04%0.06%0.08%Q4 2018Q2 202214
Spectrum Asset Management, Inc. 770.49%12.80%26.57%Q1 2020Q3 202314
RBA Wealth Management, LLC 860.06%0.13%0.20%Q1 2019Q1 202314
CVA Family Office, LLC 14140.04%0.10%0.23%Q2 2020Q3 202314
Summit X, LLC 13130.01%0.20%0.30%Q2 2018Q2 202113
MANUFACTURERS LIFE INSURANCE COMPANY, THE 620.00%0.00%0.01%Q2 2018Q1 202313
Belpointe Asset Management LLC 920.01%0.02%0.11%Q3 2018Q1 202313
TRANSCEND CAPITAL ADVISORS, LLC 13130.09%0.14%0.22%Q3 2020Q3 202313
Pacifica Partners Inc. 1120.00%0.00%0.01%Q4 2019Q4 202313
BRIGHTON JONES LLC 850.01%0.04%0.06%Q2 2018Q3 202313
Carlton Hofferkamp & Jenks Wealth Management, LLC 13130.07%0.11%0.13%Q3 2020Q3 202313
Private Ocean, LLC 1030.01%0.03%0.13%Q2 2018Q2 202213
Parallel Advisors, LLC 630.00%0.01%0.01%Q2 2018Q3 202313
Meridian Wealth Management, LLC 710.01%0.08%0.20%Q2 2018Q2 202213
Hexagon Capital Partners LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Aspire Private Capital, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.04%0.10%0.24%Q3 2020Q3 202313
Baystate Wealth Management LLC 910.00%0.00%0.00%Q2 2018Q3 202313
OLD NATIONAL BANCORP /IN/ 13130.06%0.25%0.43%Q3 2020Q3 202313
PRUDENTIAL PLC 13130.00%0.01%0.01%Q3 2020Q3 202313
DUBUQUE BANK & TRUST CO 13130.02%0.02%0.03%Q2 2019Q2 202213
Founders Financial Alliance, LLC 13130.01%0.04%0.06%Q3 2020Q3 202313
ARGUS INVESTORS' COUNSEL, INC. 13130.06%0.29%0.42%Q3 2020Q3 202313
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 13130.02%0.13%0.32%Q3 2020Q3 202313
M&R CAPITAL MANAGEMENT INC 13130.00%0.00%0.00%Q4 2020Q4 202313
WOLVERINE TRADING, LLC 410.00%0.00%0.01%Q3 2018Q3 202313
Avalon Investment & Advisory 13130.01%0.26%0.37%Q2 2018Q2 202113
Jackson, Grant Investment Advisers, Inc. 13130.15%0.37%0.80%Q3 2020Q3 202313
COMERICA BANK 1120.01%0.03%0.04%Q4 2019Q3 202313
Newbridge Financial Services Group, Inc. 13130.06%0.10%0.14%Q3 2020Q3 202313
Investors Research Corp 13130.15%0.67%0.90%Q3 2020Q3 202313
Executive Wealth Management, LLC 930.00%0.04%0.06%Q4 2018Q4 202212
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.04%0.05%0.08%Q4 2018Q3 202112
Providence First Trust Co 12120.11%0.16%0.19%Q4 2020Q3 202312
TrinityPoint Wealth, LLC 12120.03%0.03%0.04%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.02%0.07%0.12%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.01%0.01%0.01%Q4 2020Q3 202312
Fusion Family Wealth LLC 12120.00%0.00%0.01%Q2 2018Q1 202112
Simplicity Solutions, LLC 930.01%0.04%0.11%Q4 2018Q3 202312
APPLETON GROUP, LLC 512.83%4.62%7.20%Q2 2018Q4 202112
Ancora Advisors LLC 610.00%0.00%0.00%Q3 2018Q2 202312
GeoWealth Management, LLC 1110.01%0.23%0.56%Q3 2019Q4 202212
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.00%Q4 2020Q3 202312
Curtis Advisory Group, LLC 12120.05%0.50%0.92%Q2 2020Q1 202312
Laurel Wealth Advisors, Inc. 750.03%0.14%0.35%Q4 2019Q4 202212
FIRST HAWAIIAN BANK 12120.03%0.11%0.14%Q4 2020Q3 202312
Accel Wealth Management 12120.47%0.83%1.42%Q4 2020Q3 202312
Guidance Point Advisors, LLC 12120.10%0.13%0.23%Q4 2019Q3 202212
Regal Investment Advisors LLC 710.08%0.11%0.13%Q2 2018Q4 202112
WealthShield Partners, LLC 930.00%0.12%0.31%Q3 2018Q3 202312
DB Wealth Management Group, LLC 12120.02%0.13%0.36%Q4 2020Q3 202312
SkyOak Wealth, LLC 1110.04%0.05%0.08%Q4 2019Q3 202312
WOLFF WIESE MAGANA LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Capital Wealth Alliance, LLC 12120.28%0.49%0.59%Q4 2019Q3 202212
Legacy Wealth Planning, LLC 12120.30%0.81%2.09%Q4 2019Q3 202212
SAX WEALTH ADVISORS, LLC 12120.26%0.51%0.80%Q4 2020Q3 202312
Insight Wealth Partners, LLC 12120.06%0.23%0.38%Q4 2019Q3 202212
Qube Research & Technologies Ltd 510.00%0.05%0.25%Q4 2019Q3 202312
COMMERCE BANK 12120.00%0.01%0.01%Q4 2020Q3 202312
Quantitative Advantage, LLC 910.03%0.24%0.37%Q4 2018Q1 202312
Proquility Private Wealth Partners, LLC 12120.15%0.18%0.21%Q4 2020Q3 202312
PFG Advisors 12120.02%0.07%0.10%Q2 2020Q1 202312
Prairiewood Capital, LLC 12121.47%2.16%3.20%Q4 2020Q3 202312
Palouse Capital Management, Inc. 12120.08%0.09%0.11%Q4 2020Q3 202312
SIGNATUREFD, LLC 530.00%0.00%0.00%Q1 2020Q2 202312
DEUTSCHE BANK AG\ 410.00%0.00%0.00%Q3 2018Q3 202312
Joseph P. Lucia & Associates, LLC 620.04%0.09%0.41%Q1 2019Q2 202212
ENTERPRISE FINANCIAL SERVICES CORP 12120.00%0.08%0.18%Q1 2019Q4 202112
FIFTH THIRD SECURITIES, INC. 660.06%0.28%0.95%Q3 2020Q3 202312
Blue Edge Capital, LLC 12120.91%1.13%1.44%Q4 2019Q3 202212
Csenge Advisory Group 810.02%0.06%0.10%Q2 2018Q3 202312
KAYS FINANCIAL ADVISORY CORP /ADV 11110.06%0.11%0.20%Q1 2018Q3 202011
Tranquility Partners, LLC 920.09%0.19%0.26%Q3 2019Q3 202211
Paradigm Financial Partners, LLC 11110.32%0.80%1.05%Q4 2018Q2 202111
Capital Asset Advisory Services LLC 11110.00%0.16%0.46%Q4 2019Q2 202211
Kaizen Financial Strategies 920.13%0.33%0.49%Q4 2020Q3 202311
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
Professional Financial Advisors, LLC 11110.01%0.77%2.51%Q1 2020Q3 202211
Bard Financial Services, Inc. 11110.13%0.23%0.30%Q4 2020Q2 202311
Pinnacle Family Advisors, LLC 810.09%0.37%0.64%Q2 2018Q4 202111
Northstar Advisory Group, LLC 830.26%0.31%0.38%Q4 2020Q3 202311
Concord Wealth Partners 740.00%0.00%0.00%Q4 2020Q3 202311
Westside Investment Management, Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
Oxinas Partners Wealth Management LLC 650.09%0.52%3.65%Q4 2020Q3 202311
Hartford Financial Management Inc. 11110.31%0.94%1.52%Q2 2020Q4 202211
Texas Yale Capital Corp. 430.07%0.51%0.76%Q3 2018Q1 202211
Golden Green, Inc. 921.26%3.22%4.64%Q4 2020Q3 202311
Mariner, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Clearview Wealth Advisors LLC 11110.01%0.18%1.15%Q4 2020Q2 202311
Wagner Wealth Management, LLC 920.01%0.10%0.26%Q2 2018Q4 202211
SHUFRO ROSE & CO LLC 11110.03%0.07%0.11%Q1 2021Q3 202311
MONECO Advisors, LLC 11110.06%0.32%0.66%Q1 2021Q3 202311
Robbins Farley 920.00%0.93%2.06%Q4 2020Q3 202311
SECURITY NATIONAL TRUST CO 11110.00%0.00%0.00%Q2 2018Q4 202011
GPS Wealth Strategies Group, LLC 11110.03%0.06%0.20%Q1 2021Q3 202311
Parkside Financial Bank & Trust 11110.00%0.00%0.00%Q1 2021Q3 202311
Advisory Alpha, LLC 11110.11%1.56%2.80%Q1 2021Q3 202311
ALBION FINANCIAL GROUP /UT 1010.07%0.18%0.23%Q4 2020Q3 202311
Bartlett & Co. LLC 830.00%0.00%0.00%Q1 2021Q4 202311
WEBSTER BANK, N. A. 11110.00%0.00%0.00%Q1 2021Q3 202311
Cohen Klingenstein LLC 11110.03%0.03%0.04%Q1 2019Q3 202111
Piscataqua Savings Bank 11110.32%1.35%1.69%Q1 2021Q3 202311
Stonebridge Capital Advisors LLC 650.00%0.01%0.03%Q2 2019Q2 202211
BESSEMER GROUP INC 410.00%0.11%0.28%Q3 2018Q3 202310
Paradigm, Strategies in Wealth Management, LLC 550.15%0.44%1.46%Q1 2021Q3 202310
First Allied Advisory Services, Inc. 10100.01%0.02%0.11%Q2 2018Q3 202010
BUTENSKY & COHEN FINANCIAL SECURITY, INC 10100.42%0.64%0.84%Q2 2021Q3 202310
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q2 2018Q2 202210
JTC Employer Solutions Trustee Ltd 10100.00%0.01%0.02%Q2 2021Q3 202310
MONEY CONCEPTS CAPITAL CORP 820.03%0.21%0.45%Q4 2020Q3 202310
StoneX Group Inc. 10100.08%0.11%0.15%Q3 2019Q4 202110
MEEDER ASSET MANAGEMENT INC 910.01%0.10%0.19%Q3 2020Q1 202310
Cypress Capital Management LLC (WY) 910.02%0.03%0.04%Q2 2018Q4 202110
Apella Capital, LLC 730.02%0.12%0.42%Q2 2021Q4 202310
VALLEY NATIONAL ADVISERS INC 10100.00%0.00%0.00%Q1 2021Q2 202310
HARBOUR INVESTMENTS, INC. 640.00%0.15%0.47%Q1 2021Q3 202310
Retirement Group, LLC 610.24%0.74%1.13%Q4 2019Q3 202310
Lion Street Advisors, LLC 910.13%0.38%1.47%Q4 2019Q3 202310
VALICENTI ADVISORY SERVICES INC 10100.59%1.26%2.33%Q4 2019Q1 202210
ACAS, LLC 640.31%0.77%1.24%Q1 2021Q3 202310
NEW ENGLAND ASSET MANAGEMENT INC 10100.01%0.02%0.03%Q2 2018Q3 202010
Roble, Belko & Company, Inc 10100.00%0.00%0.00%Q2 2019Q3 202110
Pensionmark Financial Group, LLC 10100.06%0.09%0.11%Q4 2018Q1 202110
Friedenthal Financial 810.25%0.36%0.78%Q4 2019Q3 202310
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 10100.02%0.02%0.03%Q2 2021Q3 202310
Old Port Advisors 910.08%0.27%0.48%Q1 2021Q3 202310
Ellis Investment Partners, LLC 10100.05%0.06%0.08%Q2 2020Q3 202210
MCDONALD PARTNERS LLC 640.07%0.35%0.56%Q4 2020Q2 202310
Innova Wealth Partners 640.24%0.67%1.07%Q4 2020Q3 202310
Crew Capital Management, Ltd. 10100.54%1.42%1.62%Q1 2021Q2 202310
Crabel Capital Management, LLC 610.08%0.51%1.16%Q2 2019Q2 202310
Invst, LLC 10100.04%1.38%1.82%Q2 2018Q3 202010
1900 WEALTH MANAGEMENT LLC 10100.03%0.07%0.13%Q4 2020Q1 202310
CSM Advisors, LLC 10100.04%0.06%0.08%Q2 2021Q3 202310
SUNFLOWER BANK, NA WEALTH MANAGEMENT 10100.28%0.49%1.07%Q2 2018Q3 202010
PineBridge Investments, L.P. 10100.00%0.02%0.12%Q2 2018Q3 202010
BALDWIN BROTHERS LLC/MA 730.00%0.01%0.02%Q2 2018Q3 202210
Aurora Private Wealth, Inc. 810.00%0.20%0.34%Q4 2019Q2 20229
V Wealth Advisors LLC 990.02%0.03%0.04%Q2 2021Q2 20239
BOKF, NA 810.00%0.01%0.01%Q2 2018Q3 20239
Lucia Wealth Services, LLC 540.01%0.05%0.13%Q2 2018Q3 20209
Financial Management Professionals, Inc. 630.00%0.00%0.02%Q2 2020Q1 20239
Apriem Advisors 991.23%1.43%1.87%Q2 2018Q2 20209
BDO Wealth Advisors, LLC 990.00%0.01%0.03%Q4 2019Q4 20219
Snowden Capital Advisors LLC 720.00%0.01%0.02%Q3 2019Q2 20239
Frontier Wealth Management LLC 990.01%0.04%0.06%Q2 2020Q2 20229
Bison Wealth, LLC 990.04%0.06%0.08%Q4 2019Q4 20219
Journey Advisory Group, LLC 990.18%0.49%0.83%Q4 2020Q4 20229
Sargent Bickham Lagudis LLC 710.00%0.01%0.02%Q1 2016Q2 20209
MainStreet Investment Advisors LLC 990.02%0.03%0.04%Q3 2021Q3 20239
Financial Advocates Investment Management 310.01%0.02%0.04%Q2 2019Q3 20239
Ahrens Investment Partners LLC 990.07%0.10%0.14%Q1 2021Q1 20239
BARCLAYS PLC 810.00%0.00%0.00%Q2 2018Q3 20219
ST GERMAIN D J CO INC 630.00%0.01%0.02%Q3 2018Q4 20239
Sierra Capital LLC 990.02%0.03%0.05%Q3 2021Q3 20239
Independent Wealth Network Inc. 990.13%0.33%0.55%Q3 2021Q3 20239
Horizon Investments, LLC 540.01%0.71%1.54%Q3 2019Q4 20219
Essex Savings Bank 420.00%0.03%0.05%Q4 2018Q3 20239
Stratos Investment Management, LLC 990.07%0.14%0.25%Q3 2019Q3 20219
Wealth Advisory Solutions, LLC 630.00%0.14%0.22%Q1 2021Q2 20239
MARK SHEPTOFF FINANCIAL PLANNING, LLC 990.01%0.02%0.02%Q2 2018Q2 20209
Tatro Capital, LLC 810.19%5.75%7.32%Q4 2019Q1 20229
ASSETMARK, INC 610.00%0.00%0.00%Q2 2018Q1 20239
Wealthstar Advisors, LLC 810.14%0.23%0.30%Q2 2018Q2 20219
B. Riley Wealth Management, Inc. 610.00%0.12%0.15%Q4 2018Q2 20229
Biltmore Wealth Management, LLC 990.10%2.09%3.56%Q2 2018Q2 20209
Wela Strategies, Inc. 990.37%0.68%1.12%Q2 2018Q2 20209
Arkadios Wealth Advisors 810.01%0.02%0.03%Q4 2019Q4 20229
Archer Investment Corp 990.02%0.05%0.06%Q1 2019Q1 20219
Faithward Advisors, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Apollon Wealth Management, LLC 810.00%0.02%0.06%Q2 2020Q3 20239
QUEST CAPITAL MANAGEMENT INC /ADV 880.04%0.06%0.08%Q1 2020Q4 20218
PagnatoKarp Partners LLC 880.08%3.33%4.92%Q2 2018Q1 20208
Royal Fund Management, LLC 410.00%0.56%1.20%Q2 2018Q3 20218
Realta Investment Advisors 420.00%0.01%0.01%Q1 2019Q3 20238
Baron Financial Group, LLC 880.02%0.03%0.05%Q3 2020Q2 20228
WHITENER CAPITAL MANAGEMENT, INC. 880.12%0.14%0.18%Q4 2021Q3 20238
Insight Wealth Strategies, LLC 880.04%0.08%0.11%Q2 2019Q1 20218
COLUMBIA ADVISORY PARTNERS LLC 880.23%1.21%2.16%Q4 2021Q3 20238
Mine & Arao Wealth Creation & Management, LLC. 880.02%0.03%0.03%Q3 2020Q2 20228
JSF Financial, LLC 880.07%0.37%0.97%Q1 2020Q4 20218
Intrua Financial, LLC 880.09%0.14%0.22%Q2 2020Q1 20228
Knuff & Co LLC 880.01%0.01%0.01%Q4 2018Q3 20208
MKT Advisors LLC 880.18%0.22%0.30%Q4 2021Q3 20238
Rise Advisors, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Centric Wealth Management 410.66%1.44%1.91%Q4 2018Q2 20228
MCF Advisors LLC 440.01%0.01%0.02%Q4 2020Q4 20228
LCM Capital Management Inc 880.16%0.22%0.26%Q3 2021Q2 20238
DHK Financial Advisors, Inc. 880.49%0.64%0.94%Q4 2021Q3 20238
Ameritas Investment Company, LLC 320.01%0.05%0.13%Q4 2018Q3 20218
Wilson & Boucher Capital Management, LLC 880.27%0.35%0.43%Q4 2021Q3 20238
KESTRA PRIVATE WEALTH SERVICES, LLC 530.01%0.01%0.02%Q3 2020Q3 20238
TOWNSQUARE CAPITAL LLC 880.01%0.02%0.05%Q4 2018Q3 20208
Peak Capital Management LLC 880.92%2.50%4.38%Q2 2018Q1 20208
Ranch Capital Advisors Inc. 880.03%0.04%0.05%Q4 2019Q3 20218
Equitable Holdings, Inc. 620.00%0.00%0.00%Q2 2021Q3 20238
Marshall Financial Group LLC 880.08%0.50%2.65%Q4 2021Q3 20238
O'ROURKE & COMPANY, Inc 881.38%1.75%2.74%Q4 2021Q3 20238
OLD MISSION CAPITAL LLC 210.01%0.05%0.13%Q2 2018Q3 20238
HILL ISLAND FINANCIAL LLC 880.06%0.07%0.09%Q4 2021Q3 20238
Camarda Financial Advisors, LLC 530.44%5.40%11.10%Q2 2018Q4 20218
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
1620 INVESTMENT ADVISORS, INC. 880.82%1.13%1.42%Q4 2021Q3 20238
NOESIS CAPITAL MANGEMENT CORP 880.20%0.26%0.31%Q4 2021Q3 20238
Advisors Preferred, LLC 310.14%1.12%3.64%Q2 2018Q1 20238
Stone Point Wealth LLC 880.28%0.37%0.51%Q4 2021Q3 20238
QCI ASSET MANAGEMENT INC/NY 880.00%0.00%0.00%Q2 2018Q1 20208
Paragon Private Wealth Management, LLC 880.43%0.55%0.70%Q4 2021Q3 20238
PFS Partners, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Brinker Capital Investments, LLC 710.02%0.06%0.17%Q2 2018Q4 20218
Wellington Shields Capital Management, LLC 880.01%0.02%0.05%Q4 2021Q3 20238
Antonetti Capital Management LLC 880.42%0.88%1.05%Q4 2021Q3 20238
Intellectus Partners, LLC 620.69%0.84%0.94%Q2 2018Q2 20208
Brookstone Capital Management 310.01%0.07%0.41%Q2 2019Q3 20238
Newman Dignan & Sheerar, Inc. 710.01%0.08%0.12%Q2 2019Q1 20228
ARGI Investment Services, LLC 880.01%0.01%0.01%Q2 2020Q1 20228
Wellington Shields & Co., LLC 880.03%0.04%0.06%Q4 2021Q3 20238
PSI Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Alta Wealth Advisors LLC 880.10%0.13%0.18%Q4 2020Q3 20228
Levy Wealth Management Group, LLC 440.13%0.17%0.20%Q3 2021Q3 20238
Amplius Wealth Advisors, LLC 880.03%0.04%0.04%Q4 2021Q3 20238
Winslow, Evans & Crocker, Inc. 880.00%0.01%0.03%Q1 2019Q4 20208
Tyler-Stone Wealth Management 520.05%0.07%0.10%Q4 2021Q3 20237
ADVISORS MANAGEMENT GROUP INC /ADV 430.35%1.89%4.00%Q1 2021Q3 20237
WealthPlan Investment Management, LLC 610.04%0.08%0.16%Q1 2022Q4 20237
BROWN BROTHERS HARRIMAN & CO 520.00%0.00%0.00%Q1 2021Q1 20237
CIM, LLC 770.04%0.05%0.06%Q3 2020Q1 20227
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 770.06%0.08%0.10%Q1 2021Q3 20227
Torch Wealth Management LLC 770.98%1.08%1.17%Q2 2018Q4 20197
Running Point Capital Advisors, LLC 770.06%0.10%0.16%Q1 2022Q3 20237
BENJAMIN EDWARDS INC 770.14%0.67%1.50%Q2 2020Q4 20217
Bray Capital Advisors 770.01%0.01%0.02%Q2 2018Q4 20197
Traynor Capital Management, Inc. 770.05%0.06%0.07%Q2 2018Q4 20197
WEALTHSOURCE PARTNERS, LLC 520.01%0.03%0.05%Q2 2019Q2 20217
CAMBRIDGE TRUST CO 770.00%0.00%0.00%Q1 2022Q3 20237
H&H Retirement Design & Management INC 430.36%2.96%3.86%Q1 2020Q4 20217
TD ASSET MANAGEMENT INC 770.00%0.00%0.00%Q2 2018Q4 20197
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q2 2020Q2 20237
Atria Wealth Solutions, Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
COLTON GROOME FINANCIAL ADVISORS, LLC 310.12%1.16%1.94%Q2 2019Q4 20217
Bensler, LLC 770.04%0.06%0.09%Q1 2022Q3 20237
HAZLETT, BURT & WATSON, INC. 770.02%0.04%0.05%Q1 2022Q3 20237
Worth Asset Management, LLC 770.14%0.28%0.38%Q1 2022Q3 20237
LOWE BROCKENBROUGH & CO INC 770.02%0.02%0.03%Q2 2019Q4 20207
GYL FINANCIAL SYNERGIES, LLC 770.05%0.45%1.38%Q1 2022Q3 20237
MFA WEALTH ADVISORS, LLC 430.11%0.91%2.31%Q2 2018Q1 20217
Chicago Partners Investment Group LLC 610.00%0.03%0.04%Q3 2018Q3 20237
Bank of New Hampshire 770.01%0.02%0.06%Q1 2022Q3 20237
Coastwise Capital Group, LLC 771.08%1.35%1.80%Q1 2022Q3 20237
Freedom Investment Management, Inc. 770.10%0.15%0.18%Q1 2021Q3 20227
Rockbridge Investment Management, LCC 770.00%0.00%0.00%Q2 2020Q4 20217
PFS INVESTMENTS INC. 310.05%0.31%0.61%Q1 2020Q3 20227
Winfield Associates, Inc. 610.06%0.06%0.07%Q2 2020Q1 20227
Graves Light Lenhart Wealth, Inc. 770.01%0.01%0.02%Q4 2020Q2 20227
Pinnacle Wealth Management Advisory Group, LLC 410.06%0.08%0.12%Q2 2018Q3 20207
Ameritas Advisory Services, LLC 610.02%0.03%0.04%Q4 2021Q3 20237
Charles Schwab Trust Co 770.17%0.36%0.62%Q1 2022Q3 20237
1834 INVESTMENT ADVISORS CO 770.04%0.06%0.07%Q3 2020Q1 20227
First Heartland Consultants, Inc. 770.07%0.40%0.75%Q3 2018Q1 20207
DHJJ Financial Advisors, Ltd. 610.03%0.12%0.17%Q4 2020Q3 20237
Aletheian Wealth Advisors LLC 770.15%0.42%0.69%Q2 2022Q4 20237
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 770.08%0.10%0.12%Q3 2020Q1 20227
Advisor Group, Inc. 770.08%0.11%0.14%Q2 2018Q4 20197
Barber Financial Group, Inc. 410.05%0.46%0.91%Q3 2018Q3 20217
Partnervest Advisory Services LLC 660.06%0.12%0.24%Q2 2019Q3 20206
Intrepid Financial Planning Group LLC 667.29%8.23%9.47%Q2 2022Q3 20236
TRUE Private Wealth Advisors 510.00%0.02%0.04%Q2 2018Q4 20196
EverSource Wealth Advisors, LLC 660.00%0.04%0.18%Q2 2022Q3 20236
CX Institutional 420.02%0.04%0.05%Q2 2018Q4 20196
ADIRONDACK TRUST CO 660.00%0.01%0.01%Q2 2022Q3 20236
RHS Financial, LLC 420.21%0.43%0.74%Q4 2018Q2 20216
TRANSATLANTIQUE PRIVATE WEALTH LLC 660.36%0.95%3.02%Q2 2022Q3 20236
SUNTRUST BANKS INC 660.00%0.00%0.01%Q2 2018Q3 20196
Clark Capital Management Group, Inc. 660.09%0.14%0.18%Q2 2020Q3 20216
DAVENPORT & Co LLC 510.00%0.00%0.00%Q2 2018Q4 20206
Lee Financial Co 510.00%0.00%0.00%Q4 2021Q3 20236
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.06%0.08%0.13%Q3 2018Q4 20196
Alterity Financial Group, LLC 410.19%0.23%0.27%Q1 2021Q1 20236
HRT FINANCIAL LP 210.01%0.02%0.02%Q2 2019Q1 20236
Citizens Business Bank 660.02%0.02%0.03%Q4 2019Q1 20216
HORIZON FINANCIAL SERVICES, LLC 661.14%2.44%3.30%Q2 2021Q3 20226
McKinley Carter Wealth Services, Inc. 660.02%0.04%0.04%Q3 2019Q4 20206
SevenBridge Financial Group, LLC 510.00%0.02%0.11%Q2 2018Q4 20216
FRANKLIN RESOURCES INC 310.00%0.00%0.00%Q4 2020Q3 20236
MGO ONE SEVEN LLC 510.02%0.03%0.05%Q4 2018Q4 20216
First National Bank of South Miami 420.01%0.10%0.14%Q4 2018Q2 20216
ADVANTAGE INVESTMENT MANAGEMENT, LLC 660.01%0.01%0.02%Q2 2018Q3 20196
MYCIO WEALTH PARTNERS, LLC 660.01%0.02%0.02%Q3 2018Q4 20196
Sunflower Bank, N.A. 660.09%0.14%0.20%Q4 2020Q1 20226
Noven Financial Group, Inc. 662.40%2.95%4.04%Q4 2018Q1 20206
Householder Group Estate & Retirement Specialist, LLC 410.09%0.41%0.62%Q4 2021Q3 20236
BUCKINGHAM STRATEGIC WEALTH, LLC 410.00%0.01%0.01%Q1 2021Q3 20236
BB&T SECURITIES, LLC 660.09%0.14%0.20%Q2 2018Q3 20196
UMB Bank, n.a. 660.00%0.00%0.00%Q4 2021Q1 20236
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
PRINCIPAL FINANCIAL GROUP INC 660.00%0.00%0.01%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.02%0.04%0.08%Q2 2022Q3 20236
Joule Financial, LLC 660.36%2.88%6.44%Q2 2022Q3 20236
HERITAGE WEALTH MANAGEMENT, LLC 420.02%0.05%0.08%Q2 2021Q4 20226
Pinion Investment Advisors, LLC 660.36%0.56%0.89%Q1 2020Q2 20216
SWS Partners 420.84%1.15%1.53%Q3 2020Q2 20236
TrueWealth Advisors, LLC 660.32%0.59%1.30%Q4 2020Q1 20226
CITY HOLDING CO 660.00%0.00%0.00%Q1 2021Q2 20226
Almanack Investment Partners, LLC. 660.03%0.11%0.30%Q3 2018Q4 20196
Freedman Financial Associates, Inc. 660.01%0.03%0.08%Q4 2020Q1 20226
FIRST NATIONAL CORP /MA/ /ADV 660.18%0.22%0.36%Q4 2018Q1 20206
Genesee Capital Advisors, LLC 660.83%0.92%1.10%Q1 2019Q2 20206
Allen Capital Group, LLC 660.05%0.07%0.11%Q2 2018Q3 20196
FIRST TRUST ADVISORS LP 510.00%0.02%0.06%Q1 2022Q3 20236
Prostatis Group LLC 660.06%0.12%0.22%Q1 2022Q2 20236
ELEMENT POINTE ADVISORS, LLC 660.53%0.67%0.80%Q3 2020Q4 20216
Golden State Wealth Management, LLC 330.05%0.11%0.15%Q1 2019Q3 20206
STONEBRIDGE ADVISORS LLC 511.24%5.83%13.98%Q1 2022Q3 20236
Bangor Savings Bank 660.01%0.01%0.02%Q2 2022Q3 20236
Atlas Brown,Inc. 660.14%0.17%0.23%Q4 2018Q1 20206
CALTON & ASSOCIATES, INC. 410.15%0.21%0.38%Q3 2019Q3 20215
WIN ADVISORS, INC 410.01%0.22%0.70%Q4 2021Q2 20235
GUARDIAN WEALTH ADVISORS, LLC / NC 550.00%0.00%0.01%Q3 2022Q3 20235
Tortoise Investment Management, LLC 550.00%0.01%0.01%Q4 2021Q4 20225
Northeast Financial Consultants Inc 550.02%0.02%0.02%Q4 2018Q4 20195
Old North State Trust, LLC 550.01%0.52%1.31%Q3 2018Q3 20195
Plante Moran Financial Advisors, LLC 210.00%0.00%0.00%Q1 2019Q3 20235
American Financial Network Advisory Services LLC 550.19%0.22%0.25%Q2 2018Q2 20195
Shorepoint Capital Partners LLC 550.18%1.71%2.84%Q1 2019Q1 20205
Vontobel Holding Ltd. 550.00%0.00%0.00%Q3 2022Q3 20235
SVB WEALTH LLC 320.00%0.01%0.01%Q2 2019Q1 20235
Avidian Wealth Solutions, LLC 550.02%0.02%0.03%Q4 2020Q4 20215
Baldrige Asset Management LLC 550.08%0.09%0.10%Q1 2022Q1 20235
JMAC ENTERPRISES LLC 550.25%0.27%0.30%Q4 2021Q4 20225
Redhawk Wealth Advisors, Inc. 550.50%0.54%0.58%Q2 2020Q2 20215
Parallax Volatility Advisers, L.P. 550.00%0.00%0.00%Q2 2018Q2 20195
Perigon Wealth Management, LLC 410.01%0.05%0.18%Q3 2018Q3 20235
Manchester Capital Management LLC 550.00%0.00%0.00%Q4 2020Q4 20215
OAK FAMILY ADVISORS, LLC 550.08%0.19%0.30%Q4 2020Q4 20215
Strategic Asset Management, LLC 550.02%0.02%0.02%Q3 2021Q3 20225
Bluesphere Advisors, LLC 550.14%0.32%0.59%Q4 2020Q4 20215
Investmark Advisory Group LLC 410.02%0.12%0.15%Q4 2021Q3 20235
Larson Financial Group LLC 550.00%0.00%0.01%Q4 2019Q4 20205
MBA Advisors LLC 550.14%0.20%0.28%Q1 2021Q1 20225
BlackRock Inc. 110.00%0.00%0.00%Q2 2018Q2 20215
MATRIX PRIVATE CAPITAL GROUP LLC 310.00%0.00%0.00%Q4 2019Q1 20225
Charles Schwab Investment Advisory, Inc. 410.00%0.00%0.00%Q1 2022Q2 20235
David J Yvars Group 550.09%0.10%0.11%Q4 2020Q4 20215
OLD DOMINION CAPITAL MANAGEMENT INC 550.06%1.68%2.36%Q3 2020Q3 20215
Perennial Investment Advisors, LLC 550.09%0.11%0.12%Q3 2022Q3 20235
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
JANICZEK WEALTH MANAGEMENT, LLC 410.00%0.00%0.00%Q3 2020Q4 20215
Pacific Center for Financial Services 410.00%0.01%0.01%Q2 2018Q3 20215
Balentine LLC 550.00%0.00%0.00%Q3 2021Q3 20225
Cornerstone Wealth Management, LLC 210.05%0.08%0.10%Q2 2018Q2 20235
Spotlight Asset Group, Inc. 550.14%0.39%0.76%Q4 2019Q4 20205
Greenwich Wealth Management LLC 550.15%0.17%0.19%Q4 2018Q4 20195
GODSEY & GIBB, INC 410.00%0.00%0.00%Q2 2021Q3 20235
Total Clarity Wealth Management, Inc. 210.01%0.05%0.09%Q4 2019Q2 20225
Zullo Investment Group, Inc. 550.03%0.03%0.04%Q4 2021Q4 20225
Dakota Wealth Management 550.07%0.08%0.09%Q4 2018Q4 20195
SALEM INVESTMENT COUNSELORS INC 550.00%0.01%0.02%Q4 2020Q4 20215
Archford Capital Strategies, LLC 550.01%0.01%0.01%Q2 2018Q2 20195
FLAGSTAR ADVISORS INC 550.05%0.10%0.18%Q3 2021Q3 20225
SCHMIDT P J INVESTMENT MANAGEMENT INC 551.08%1.53%1.79%Q1 2021Q1 20225
FIRST MERCHANTS CORP 550.04%0.04%0.05%Q3 2020Q3 20215
LITTLE HOUSE CAPITAL LLC 550.14%0.25%0.35%Q4 2018Q4 20195
FOUNDERS FINANCIAL SECURITIES LLC 320.05%0.11%0.16%Q3 2020Q4 20215
Danda Trouve Investment Management, Inc. 550.00%0.00%0.00%Q4 2019Q4 20205
ProVise Management Group, LLC 410.02%0.03%0.07%Q3 2018Q2 20205
Advisors Asset Management, Inc. 550.00%0.00%0.00%Q3 2020Q3 20215
Merit Financial Group, LLC 320.03%0.06%0.10%Q2 2022Q3 20235
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 550.23%0.25%0.29%Q4 2018Q4 20195
JBJ Investment Partners, LLC 550.13%4.69%6.20%Q1 2019Q1 20205
Pasadena Private Wealth, LLC 220.11%0.19%0.30%Q1 2020Q2 20234
Strategic Investment Solutions, Inc. /IL 440.02%0.10%0.27%Q4 2022Q3 20234
Catamount Wealth Management 440.01%0.02%0.03%Q2 2018Q1 20194
Wealthspire Advisors, L.P. 210.00%0.01%0.02%Q2 2018Q1 20204
LOCKERMAN FINANCIAL GROUP, INC. 440.61%0.67%0.71%Q4 2021Q3 20224
Beacon Bridge Wealth Partners, LLC 440.14%0.17%0.22%Q4 2022Q3 20234
Tempus Wealth Planning, LLC 310.13%0.16%0.21%Q2 2021Q4 20224
PRIO WEALTH LIMITED PARTNERSHIP 440.02%0.02%0.02%Q4 2022Q3 20234
GABLES CAPITAL MANAGEMENT INC. 440.01%0.01%0.01%Q2 2018Q1 20194
Farther Finance Advisors, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
DELTA ASSET MANAGEMENT LLC/TN 440.00%0.00%0.00%Q4 2022Q3 20234
American Trust 440.02%0.03%0.03%Q4 2022Q3 20234
Colonial Trust Co / SC 440.00%0.00%0.00%Q4 2022Q3 20234
Clarity Financial LLC 220.05%0.19%0.36%Q3 2021Q3 20234
Conestoga Capital Advisors, LLC 310.00%0.00%0.00%Q1 2021Q2 20224
Beta Wealth Group, Inc. 440.52%0.87%1.16%Q4 2022Q3 20234
SHINE INVESTMENT ADVISORY SERVICES INC 440.00%0.00%0.00%Q3 2019Q2 20204
Hilltop Partners LLC 440.11%0.16%0.23%Q4 2022Q3 20234
Sterling Group Wealth Management, LLC 440.13%0.14%0.14%Q4 2022Q3 20234
Eudaimonia Partners, LLC 310.00%0.01%0.03%Q4 2019Q1 20214
MA Private Wealth 440.05%0.12%0.26%Q4 2018Q3 20194
Tranquilli Financial Advisor LLC 310.52%0.91%1.11%Q4 2020Q4 20214
People's United Financial, Inc. 440.01%0.01%0.01%Q2 2019Q1 20204
Cerity Partners LLC 440.01%0.03%0.08%Q4 2022Q3 20234
ASPIRIANT, LLC 310.01%0.01%0.02%Q2 2018Q2 20224
Kades & Cheifetz LLC 440.91%1.09%1.53%Q4 2022Q3 20234
Truvestments Capital LLC 310.02%0.02%0.03%Q3 2018Q3 20194
Trinity Legacy Partners, LLC 4414.79%20.46%24.62%Q4 2018Q3 20194
Lattice Strategies LLC 440.40%0.46%0.49%Q2 2018Q1 20194
Strategic Wealth Partners, Ltd. 440.01%0.02%0.04%Q2 2018Q1 20194
Curi Wealth Management, LLC 310.01%0.02%0.04%Q4 2020Q2 20224
Clarus Wealth Advisors 440.03%0.04%0.07%Q3 2018Q2 20194
Sterling Financial Planning, Inc. 440.02%0.02%0.03%Q4 2020Q3 20214
JDM Financial Group LLC 440.02%0.04%0.05%Q4 2022Q3 20234
Sepio Capital, LP 310.01%0.02%0.02%Q3 2019Q4 20224
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Live Oak Investment Partners 441.69%2.69%3.05%Q4 2022Q3 20234
AlphaQ Advisors LLC 440.20%0.36%0.79%Q4 2022Q3 20234
DAYMARK WEALTH PARTNERS, LLC 440.18%0.33%0.52%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
WT Wealth Management 440.10%0.12%0.13%Q1 2021Q4 20214
Cornerstone Management, Inc. 440.07%0.08%0.09%Q2 2018Q1 20194
Orcam Financial Group 440.22%0.24%0.25%Q1 2022Q4 20224
Private Capital Group, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
Stratos Wealth Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Baltimore-Washington Financial Advisors, Inc. 310.01%0.02%0.02%Q2 2022Q3 20234
Windsor Wealth Management, Inc. 440.04%0.04%0.04%Q4 2022Q3 20234
Etesian Wealth Advisors, Inc. 441.37%1.44%1.57%Q4 2022Q3 20234
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 310.00%0.08%0.11%Q4 2020Q3 20224
FFT WEALTH MANAGEMENT LLC 440.12%1.02%1.89%Q2 2018Q1 20194
RPG Investment Advisory, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Leading Edge Financial Planning LLC 440.18%0.21%0.24%Q4 2022Q3 20234
Fermata Advisors, LLC 440.07%0.13%0.24%Q2 2021Q1 20224
Lee Financial Group Hawaii, Inc. 440.41%0.46%0.50%Q2 2021Q1 20224
Gs Investments, Inc. 310.48%0.51%0.55%Q2 2018Q4 20194
CALDWELL SUTTER CAPITAL, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Kozak & Associates, Inc. 330.00%0.00%0.00%Q4 2021Q2 20223
Consolidated Portfolio Review Corp 330.04%0.05%0.06%Q1 2023Q3 20233
Simplicity Wealth,LLC 331.93%2.03%2.18%Q4 2021Q2 20223
BALLAST ADVISORS LLC 210.00%0.00%0.01%Q4 2019Q3 20203
NewEdge Wealth, LLC 330.01%0.03%0.05%Q1 2023Q3 20233
9258 Wealth Management, LLC 210.05%0.12%0.15%Q4 2018Q3 20203
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.04%0.05%0.05%Q2 2022Q4 20223
Bristlecone Advisors, LLC 330.02%0.04%0.05%Q1 2023Q3 20233
Lowe Wealth Advisors, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Essex Private Wealth Management, LLC 330.65%0.70%0.74%Q2 2022Q4 20223
Joel Isaacson & Co., LLC 330.02%0.03%0.03%Q4 2018Q2 20193
IMA Wealth, Inc. 330.00%0.00%0.00%Q2 2018Q4 20183
CNO Financial Group, Inc. 3321.71%23.38%26.15%Q2 2018Q4 20183
Missouri Trust & Investment Co 330.02%0.03%0.03%Q4 2021Q2 20223
Register Financial Advisors LLC 330.03%0.04%0.04%Q1 2023Q3 20233
King Wealth Management Group 330.06%0.09%0.13%Q2 2018Q4 20183
MATHER GROUP, LLC. 330.00%0.00%0.00%Q3 2022Q1 20233
SILVER OAK SECURITIES, INCORPORATED 210.02%0.03%0.03%Q2 2022Q1 20233
Compagnie Lombard Odier SCmA 210.00%0.01%0.01%Q4 2019Q4 20203
Harfst & Associates, Inc. 330.15%0.90%2.34%Q1 2021Q3 20213
Livingston Group Asset Management CO (operating as Southport Capital Management) 330.06%0.17%0.23%Q2 2020Q4 20203
Sentinus, LLC 210.04%0.06%0.07%Q3 2022Q2 20233
AlphaCore Capital LLC 210.00%0.10%0.15%Q2 2021Q3 20233
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Headlands Technologies LLC 210.01%0.03%0.06%Q4 2022Q3 20233
Pinnacle Bancorp, Inc. 210.00%0.00%0.01%Q1 2020Q4 20203
Brown Advisory Securities, LLC 330.03%0.04%0.06%Q2 2018Q4 20183
Yoder Wealth Management, Inc. 330.12%0.15%0.17%Q1 2023Q3 20233
tru Independence LLC 110.01%0.02%0.03%Q4 2019Q2 20213
WESBANCO BANK INC 330.01%0.01%0.01%Q1 2023Q3 20233
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Greytown Advisors Inc. 330.11%0.12%0.12%Q1 2021Q3 20213
Roger Wittlin Investment Advisory, LLC 330.10%0.11%0.13%Q1 2023Q3 20233
BANK OF NOVA SCOTIA 330.00%0.00%0.00%Q4 2021Q2 20223
SWM Advisors 330.19%0.22%0.25%Q4 2021Q2 20223
Glass Jacobson Investment Advisors llc 210.09%0.10%0.12%Q4 2022Q3 20233
ACG Wealth 330.02%0.02%0.03%Q2 2018Q4 20183
JONES FINANCIAL COMPANIES LLLP 210.00%0.00%0.00%Q4 2020Q3 20213
Vectors Research Management, LLC 330.01%0.01%0.01%Q4 2019Q2 20203
PRELUDE CAPITAL MANAGEMENT, LLC 210.00%0.00%0.01%Q1 2020Q4 20223
Squar Milner Financial Services LLC 330.00%0.00%0.00%Q2 2018Q4 20183
Onyx Bridge Wealth Group LLC 330.05%0.06%0.06%Q2 2022Q4 20223
CITIZENS FINANCIAL GROUP INC/RI 330.00%0.00%0.01%Q4 2019Q2 20203
OLIVER LAGORE VANVALIN INVESTMENT GROUP 330.00%0.00%0.01%Q1 2022Q3 20223
DIXON HUBARD FEINOUR & BROWN INC/VA 330.02%0.80%1.26%Q4 2021Q2 20223
Cape Investment Advisory, Inc. 330.03%0.03%0.03%Q1 2023Q3 20233
Financial Avengers, Inc. 330.00%0.00%0.00%Q4 2021Q2 20223
Bank Julius Baer & Co. Ltd, Zurich 330.00%0.00%0.00%Q1 2023Q3 20233
Sterling Investment Advisors, Ltd. 210.00%0.00%0.01%Q3 2018Q3 20193
Smithfield Trust Co 330.01%0.01%0.01%Q2 2018Q4 20183
Essex Financial Services, Inc. 210.02%0.03%0.03%Q4 2020Q3 20213
TRUEWEALTH LLC 210.00%0.01%0.01%Q2 2018Q1 20193
Econ Financial Services Corp 330.22%3.16%5.84%Q4 2018Q2 20193
FLOW TRADERS U.S. LLC 110.02%0.03%0.04%Q4 2018Q4 20203
Allegiant Private Advisors, LLC 330.18%0.21%0.24%Q4 2020Q2 20213
SIGNET FINANCIAL MANAGEMENT, LLC 210.00%0.01%0.01%Q2 2018Q4 20213
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 330.02%0.02%0.02%Q2 2019Q4 20193
SAGE FINANCIAL GROUP INC 330.04%0.05%0.06%Q2 2022Q4 20223
DRIVE WEALTH MANAGEMENT, LLC 330.22%0.24%0.27%Q4 2021Q2 20223
ROPES WEALTH ADVISORS LLC 110.00%0.02%0.03%Q4 2018Q2 20203
Bogart Wealth, LLC 330.00%0.00%0.00%Q3 2019Q1 20203
TCF National Bank 330.02%0.03%0.04%Q3 2020Q1 20213
Retireful, LLC 210.50%0.66%0.89%Q2 2022Q2 20233
55I, LLC 330.01%0.01%0.02%Q1 2021Q3 20213
J.P. Morgan Private Wealth Advisors LLC 210.00%0.04%0.11%Q2 2018Q1 20203
Paladin Advisory Group, LLC 330.28%0.64%1.06%Q4 2021Q2 20223
Advanced Asset Management Advisors Inc 210.00%0.00%0.01%Q2 2020Q4 20223
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 330.17%0.65%1.62%Q3 2021Q1 20223
EisnerAmper Wealth Management Corporate Benefits, LLC 330.36%0.42%0.51%Q4 2022Q2 20233
FDx Advisors, Inc. 210.01%0.02%0.02%Q2 2018Q2 20203
Vestmark Advisory Solutions, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
GUIDANCE CAPITAL, INC 220.61%0.61%0.61%Q2 2023Q3 20232
SELDON CAPITAL LP 220.07%0.15%0.24%Q4 2021Q1 20222
Financial Partners Group, Inc 220.05%0.06%0.06%Q2 2020Q3 20202
Gladstone Institutional Advisory LLC 220.01%0.01%0.01%Q2 2023Q3 20232
ExodusPoint Capital Management, LP 220.00%0.04%0.09%Q1 2022Q2 20222
NAVELLIER & ASSOCIATES INC 220.02%0.03%0.03%Q2 2018Q3 20182
Integrated Advisors Network LLC 220.14%0.14%0.15%Q2 2023Q3 20232
Private Advisory Group LLC 110.31%0.55%0.79%Q2 2018Q3 20222
Ascent Group, LLC 220.30%0.34%0.38%Q4 2021Q1 20222
KING LUTHER CAPITAL MANAGEMENT CORP 220.00%0.00%0.00%Q3 2021Q4 20212
B&D White Capital Company, LLC 110.00%0.20%0.39%Q4 2020Q1 20232
WealthBridge Capital Management, LLC 220.08%0.08%0.09%Q4 2018Q1 20192
Activest Wealth Management 220.06%0.06%0.07%Q3 2022Q4 20222
Sandbox Financial Partners, LLC 220.11%0.12%0.12%Q4 2022Q1 20232
FIRST FINANCIAL CORP /IN/ 220.00%0.01%0.01%Q2 2020Q3 20202
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Future Financial Wealth Managment LLC 220.01%0.01%0.01%Q4 2021Q1 20222
USAdvisors Wealth Management, LLC 220.14%0.14%0.14%Q2 2018Q3 20182
Valley Brook Capital Group, Inc. 220.02%0.04%0.06%Q4 2020Q1 20212
DEARBORN CAPITAL MANAGEMENT LLC 223.27%3.88%4.49%Q2 2018Q3 20182
Advisors Capital Management, LLC 220.02%0.03%0.05%Q2 2021Q3 20212
Gratus Capital, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
Enterprise Trust & Investment Co 220.02%0.02%0.02%Q2 2021Q3 20212
ACCURATE INVESTMENT SOLUTIONS, INC. 110.00%0.00%0.00%Q3 2018Q4 20192
Sageworth Trust Co 110.00%0.00%0.00%Q3 2020Q1 20212
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
Blue Chip Partners, LLC 220.10%0.37%0.63%Q4 2021Q1 20222
AXXCESS WEALTH MANAGEMENT, LLC 220.02%0.02%0.03%Q4 2021Q1 20222
Cornerstone Planning Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
LGT Financial Advisors LLC 110.02%0.03%0.03%Q4 2022Q3 20232
ERTS Wealth Advisors, LLC 220.01%0.01%0.02%Q4 2018Q1 20192
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.02%Q4 2019Q1 20202
Legacy Advisors, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
FourThought Financial, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Leicht Financial Planning & Wealth Management, Inc. 222.11%2.14%2.17%Q2 2023Q3 20232
Cladis Investment Advisory, LLC 220.11%0.11%0.12%Q2 2023Q3 20232
AMERICAN NATIONAL BANK 220.02%0.02%0.02%Q2 2023Q3 20232
Foundations Investment Advisors, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
SG Americas Securities, LLC 220.04%0.05%0.05%Q4 2021Q1 20222
MONETA GROUP INVESTMENT ADVISORS LLC 220.02%0.04%0.07%Q1 2020Q2 20202
Granite Bay Wealth Management, LLC 220.10%0.13%0.16%Q2 2023Q3 20232
MARSHALL WACE, LLP 220.00%0.00%0.01%Q1 2022Q2 20222
Golden State Equity Partners 220.04%0.04%0.04%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 221.42%1.45%1.47%Q2 2023Q3 20232
COLLECTIVE FAMILY OFFICE LLC 220.05%0.06%0.06%Q2 2022Q3 20222
Keebeck Wealth Management, LLC 110.00%0.00%0.00%Q4 2019Q2 20202
B. Riley Financial, Inc. 220.23%0.25%0.28%Q2 2018Q3 20182
Ellevest, Inc. 110.01%0.01%0.01%Q3 2020Q1 20212
Confluence Wealth Services, Inc. 220.07%0.07%0.07%Q4 2021Q1 20222
CMH Wealth Management LLC 223.00%3.01%3.02%Q2 2018Q3 20182
Standard Family Office LLC 220.04%0.44%0.85%Q2 2022Q3 20222
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.00%0.00%0.01%Q2 2022Q3 20222
Collaborative Wealth Managment Inc. 220.10%0.11%0.12%Q2 2023Q3 20232
KINGSWOOD WEALTH ADVISORS, LLC 220.02%0.05%0.08%Q2 2023Q3 20232
PIERSHALE FINANCIAL GROUP, INC. 110.57%0.63%0.69%Q3 2018Q2 20192
Diversified, LLC 220.63%0.63%0.63%Q4 2021Q1 20222
Asset Planning Services, Ltd. 110.00%0.00%0.00%Q2 2018Q2 20192
Milestone Investment Advisors LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Live Your Vision, LLC 220.02%0.02%0.02%Q2 2018Q3 20182
Liberty Capital Management, Inc. 220.16%0.18%0.19%Q1 2022Q2 20222
ABLE Financial Group, LLC 220.11%0.13%0.14%Q1 2023Q2 20232
Modera Wealth Management, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
Global Financial Private Capital, Inc 220.02%0.02%0.03%Q2 2018Q3 20182
Oakworth Capital, Inc. 110.00%0.00%0.00%Q2 2020Q3 20232
Virtu Financial LLC 110.01%0.01%0.01%Q2 2018Q2 20192
Providence Capital Advisors, LLC 110.00%0.01%0.03%Q4 2019Q3 20232
DFPG INVESTMENTS, LLC 220.01%0.02%0.02%Q2 2023Q3 20232
Sterling Investment Counsel, LLC 220.26%0.28%0.30%Q4 2021Q1 20222
WealthTrust Fairport, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Paloma Partners Management Co 110.01%0.01%0.01%Q2 2019Q4 20192
Capital Bank & Trust Co 220.00%0.00%0.00%Q4 2019Q1 20202
Sunesis Advisors, LLC 110.18%0.18%0.19%Q1 2023Q3 20232
Selective Wealth Management, Inc. 220.01%0.01%0.01%Q2 2022Q3 20222
FormulaFolio Investments, LLC 110.01%0.04%0.07%Q3 2019Q4 20202
Doyle Wealth Management 110.00%0.00%0.01%Q4 2018Q2 20192
Horan Securities, Inc. 220.00%0.00%0.00%Q1 2021Q2 20212
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 220.01%0.01%0.01%Q2 2020Q3 20202
Prime Capital Investment Advisors, LLC 110.00%0.00%0.01%Q4 2020Q4 20222
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q1 2021Q3 20222
FIRETHORN WEALTH PARTNERS, LLC 220.17%0.18%0.19%Q1 2021Q2 20212
Allspring Global Investments Holdings, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
HighMark Wealth Management LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Avion Wealth 220.00%0.00%0.00%Q3 2020Q4 20202
KILEY JUERGENS WEALTH MANAGEMENT, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
COMMONS CAPITAL, LLC 220.10%0.10%0.10%Q4 2021Q1 20222
D L CARLSON INVESTMENT GROUP INC 220.77%0.79%0.82%Q2 2023Q3 20232
Concorde Asset Management, LLC 110.09%0.11%0.12%Q2 2019Q4 20192
Trexquant Investment LP 220.00%0.01%0.01%Q2 2023Q3 20232
RMR Wealth Builders 110.02%0.02%0.02%Q4 2019Q2 20202
Weatherstone Capital Management 220.06%2.00%3.93%Q3 2018Q4 20182
AllSquare Wealth Management LLC 110.00%0.00%0.00%Q2 2018Q1 20222
Dynamic Technology Lab Private Ltd 110.02%0.02%0.03%Q1 2022Q3 20222
Beacon Pointe Advisors, LLC 110.02%0.02%0.03%Q1 2023Q3 20232
Wealthspire Advisors, LLC 110.01%0.02%0.03%Q1 2020Q3 20232
Fortitude Advisory Group L.L.C. 220.04%0.05%0.07%Q4 2021Q1 20222
Pinkerton Retirement Specialists, LLC 110.45%0.52%0.58%Q3 2018Q2 20192
Silver Lake Advisory, LLC 221.17%1.28%1.38%Q3 2018Q4 20182
WMS Partners, LLC 220.02%0.02%0.02%Q1 2022Q2 20222
Meeder Advisory Services, Inc. 220.35%0.36%0.36%Q4 2022Q1 20232
LODESTAR PRIVATE ASSET MANAGEMENT LLC 220.04%0.05%0.06%Q4 2022Q1 20232
BREITER CAPITAL MANAGEMENT INC 110.32%0.59%0.86%Q3 2018Q1 20192
Strategic Blueprint, LLC 110.00%0.03%0.06%Q3 2019Q2 20212
TCWP LLC 220.01%0.04%0.08%Q4 2021Q1 20222
Glenview Trust Co 220.02%0.02%0.02%Q2 2018Q3 20182
HOLDERNESS INVESTMENTS CO 220.28%0.30%0.32%Q2 2018Q3 20182
Global Assets Advisory, LLC 110.24%0.24%0.24%Q3 2022Q3 20221
Carmel Capital Partners, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Interchange Capital Partners, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Fulcrum Equity Management 110.00%0.00%0.00%Q3 2019Q3 20191
Autumn Glory Partners, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
MOTCO 110.00%0.00%0.00%Q3 2018Q3 20181
Financial Architects, Inc 110.01%0.01%0.01%Q4 2018Q4 20181
OLD SECOND NATIONAL BANK OF AURORA 110.00%0.00%0.00%Q3 2021Q3 20211
Ruggie Capital Group 110.02%0.02%0.02%Q4 2018Q4 20181
Carr Financial Group Corp 110.08%0.08%0.08%Q4 2022Q4 20221
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Burt Wealth Advisors 110.00%0.00%0.00%Q1 2020Q1 20201
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Community Financial Services Group, LLC 112.38%2.38%2.38%Q3 2023Q3 20231
Capital Wealth Planning, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Kistler-Tiffany Companies, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
ICA Group Wealth Management, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Clear Perspectives Financial Planning, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
TFO Wealth Partners, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Spectrum Asset Management, Inc. (NB/CA) 112.55%2.55%2.55%Q4 2019Q4 20191
XR Securities LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Marcum Wealth, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Trinity Financial Advisors LLC 110.13%0.13%0.13%Q3 2021Q3 20211
AVALON CAPITAL MANAGEMENT 110.08%0.08%0.08%Q1 2022Q1 20221
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.04%0.04%0.04%Q3 2023Q3 20231
Southern Wealth Management, LLP 110.09%0.09%0.09%Q4 2020Q4 20201
Lifeworks Advisors, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
PROVENCE WEALTH MANAGEMENT GROUP 110.01%0.01%0.01%Q3 2023Q3 20231
PIPER SANDLER & CO. 110.00%0.00%0.00%Q2 2022Q2 20221
FAS Wealth Partners, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Clear Perspective Advisors, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Castle Financial & Retirement Planning Associates, Inc. 110.21%0.21%0.21%Q4 2021Q4 20211
ASSET MANAGEMENT CORP /IL/ /ADV 110.10%0.10%0.10%Q4 2020Q4 20201
WealthOne, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Biltmore Family Office, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
BROOKTREE CAPITAL MANAGEMENT 110.05%0.05%0.05%Q1 2020Q1 20201
MADDEN SECURITIES Corp 110.03%0.03%0.03%Q4 2022Q4 20221
CREATIVE FINANCIAL DESIGNS INC /ADV 110.00%0.00%0.00%Q4 2021Q4 20211
Navis Wealth Advisors, LLC 110.76%0.76%0.76%Q4 2020Q4 20201
ROGCO, LP 110.02%0.02%0.02%Q3 2023Q3 20231
New England Private Wealth Advisors LLC 110.04%0.04%0.04%Q3 2019Q3 20191
Fortis Capital Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Winch Advisory Services, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Elequin Capital, LP 111.79%1.79%1.79%Q1 2023Q1 20231
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q1 2019Q1 20191
Trust Co 110.00%0.00%0.00%Q1 2021Q1 20211
Wealthgate Family Office, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
VALLEY WEALTH MANAGERS, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
JT Stratford LLC 110.08%0.08%0.08%Q2 2020Q2 20201
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q2 2018Q2 20181
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Aveo Capital Partners, LLC 110.10%0.10%0.10%Q3 2019Q3 20191
Transparent Wealth Partners LLC 110.53%0.53%0.53%Q1 2022Q1 20221
Arlington Partners LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Hudock, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Affiance Financial, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
CGC Financial Services, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Silicon Hills Wealth Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
VIRIDIAN RIA, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
HB Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Asset Advisors Investment Management, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Strategic Advocates LLC 110.24%0.24%0.24%Q3 2023Q3 20231
Quadrant Private Wealth Management, LLC 110.14%0.14%0.14%Q3 2019Q3 20191
Filbrandt Wealth Management, LLC 110.06%0.06%0.06%Q2 2020Q2 20201
BRINKER CAPITAL INC 110.26%0.26%0.26%Q2 2020Q2 20201
Inscription Capital, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Verition Fund Management LLC 110.00%0.00%0.00%Q3 2021Q3 20211
EP Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
JEPPSON WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Perkins Coie Trust Co 110.00%0.00%0.00%Q3 2023Q3 20231
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
MACROVIEW INVESTMENT MANAGEMENT LLC 110.09%0.09%0.09%Q2 2018Q2 20181
Riverview Capital Advisers, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Schubert & Co 110.03%0.03%0.03%Q1 2023Q1 20231
Corient Private Wealth LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BlueCrest Capital Management Ltd 110.05%0.05%0.05%Q1 2023Q1 20231
BCWM, LLC 110.08%0.08%0.08%Q1 2021Q1 20211
WEST PACES ADVISORS INC. 110.00%0.00%0.00%Q1 2018Q1 20181
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q2 2022Q2 20221
Leelyn Smith, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Hedeker Wealth, LLC 110.05%0.05%0.05%Q3 2021Q3 20211
M Holdings Securities, Inc. 110.19%0.19%0.19%Q1 2021Q1 20211
FIRST NATIONAL BANK OF OMAHA 110.03%0.03%0.03%Q2 2019Q2 20191
ONE PLUS ONE WEALTH MANAGEMENT, LLC 111.36%1.36%1.36%Q4 2022Q4 20221
CANANDAIGUA NATIONAL BANK & TRUST CO 110.03%0.03%0.03%Q3 2018Q3 20181
TMD & ASSOCIATES, INC 110.20%0.20%0.20%Q2 2018Q2 20181
National Wealth Management Group, LLC 110.69%0.69%0.69%Q4 2021Q4 20211
West Financial Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Hibernia Wealth Partners, LLC 114.23%4.23%4.23%Q3 2023Q3 20231
Glaxis Capital Management, LLC 110.84%0.84%0.84%Q3 2023Q3 20231
Semmax Financial Advisors Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
QP WEALTH MANAGEMENT, LLC 110.58%0.58%0.58%Q2 2022Q2 20221
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Harvest Investment Services, LLC 110.24%0.24%0.24%Q1 2019Q1 20191
ACT Advisors, LLC. 119.40%9.40%9.40%Q1 2023Q1 20231
LVW Advisors, LLC 110.06%0.06%0.06%Q2 2018Q2 20181
Berman Capital Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
FAYEZ SAROFIM & CO 110.00%0.00%0.00%Q2 2021Q2 20211
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Ken Stern & Associates, Inc. 110.29%0.29%0.29%Q3 2018Q3 20181
Icon Wealth Partners, LLC 110.11%0.11%0.11%Q2 2020Q2 20201
Regent Investment Management LLC 110.06%0.06%0.06%Q2 2018Q2 20181
Pettinga Financial Advisors LLC 110.05%0.05%0.05%Q2 2021Q2 20211
Pathway Financial Advisors LLC 110.23%0.23%0.23%Q2 2018Q2 20181
Mattern Wealth Management LLC 110.03%0.03%0.03%Q3 2023Q3 20231
HOWE & RUSLING INC 110.00%0.00%0.00%Q4 2020Q4 20201
Fiduciary Alliance LLC 110.01%0.01%0.01%Q2 2023Q2 20231
BLUEFIN CAPITAL MANAGEMENT, LLC 110.08%0.08%0.08%Q3 2021Q3 20211
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
Financial Gravity Companies, Inc. 110.13%0.13%0.13%Q4 2018Q4 20181
Kinloch Capital, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Mader & Shannon Wealth Management, Inc. 110.14%0.14%0.14%Q2 2019Q2 20191
Providence Wealth Advisors, LLC 110.14%0.14%0.14%Q1 2023Q1 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Riggs Asset Managment Co. Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
First Personal Financial Services 110.00%0.00%0.00%Q3 2022Q3 20221
BRASADA CAPITAL MANAGEMENT, LP 110.00%0.00%0.00%Q3 2018Q3 20181
Hilltop Holdings Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
NINE MASTS CAPITAL Ltd 110.38%0.38%0.38%Q2 2018Q2 20181
Slow Capital, Inc. 110.36%0.36%0.36%Q2 2019Q2 20191
Clear Creek Financial Management, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Ledge Wealth Management, Inc. 110.11%0.11%0.11%Q1 2022Q1 20221
All Season Financial Advisors, Inc. 110.52%0.52%0.52%Q3 2022Q3 20221
Rosenberg Matthew Hamilton 110.00%0.00%0.00%Q1 2022Q1 20221
Vigilare Wealth Management 111.17%1.17%1.17%Q2 2022Q2 20221
Bridgeworth, LLC 110.05%0.05%0.05%Q2 2018Q2 20181
Key Bridge Compliance, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
BBR PARTNERS, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Vickerman Investment Advisors, Inc. 110.07%0.07%0.07%Q4 2022Q4 20221
COUNTRY TRUST BANK 110.00%0.00%0.00%Q1 2021Q1 20211
Winthrop Advisory Group LLC 110.06%0.06%0.06%Q3 2022Q3 20221
FineMark National Bank & Trust 110.01%0.01%0.01%Q2 2023Q2 20231
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q2 2018Q2 20181
GIRARD PARTNERS LTD. 110.01%0.01%0.01%Q3 2018Q3 20181
WFA of San Diego, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.01%0.01%0.01%Q4 2022Q4 20221
Richwood Investment Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Vanguard Personalized Indexing Management, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Capstone Triton Financial Group, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Maltin Wealth Management, Inc. 110.24%0.24%0.24%Q4 2019Q4 20191
NBC SECURITIES, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
Suncoast Equity Management 110.02%0.02%0.02%Q1 2023Q1 20231
JNBA Financial Advisors 110.00%0.00%0.00%Q1 2023Q1 20231
Raleigh Capital Management Inc. 110.01%0.01%0.01%Q3 2022Q3 20221
Ceros Financial Services Inc. 111.41%1.41%1.41%Q1 2019Q1 20191
Cornerstone Advisory, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Trilogy Capital Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
Zions Bancorporation, N.A. 110.01%0.01%0.01%Q3 2020Q3 20201
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Houlihan Financial Resource Group, Ltd. 110.00%0.00%0.00%Q3 2020Q3 20201
LMCG INVESTMENTS, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
CYNOSURE ADVISORS, LLC 110.06%0.06%0.06%Q2 2018Q2 20181
Advocacy Wealth Management Services, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
State of Tennessee, Treasury Department 110.00%0.00%0.00%Q2 2018Q2 20181
Continuum Advisory, LLC 110.07%0.07%0.07%Q2 2021Q2 20211
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
United Asset Strategies, Inc. 110.47%0.47%0.47%Q1 2020Q1 20201
USCA RIA LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Blackston Financial Advisory Group, LLC 110.14%0.14%0.14%Q1 2022Q1 20221
Resurgent Financial Advisors LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.02%0.02%0.02%Q4 2020Q4 20201
Grandview Asset Management LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Monument Capital Management 110.04%0.04%0.04%Q3 2018Q3 20181
Global Trust Asset Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
GoalVest Advisory LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Comprehensive Financial Consultants Institutional, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Vontobel Swiss Wealth Advisors AG 110.11%0.11%0.11%Q2 2020Q2 20201
KMG FIDUCIARY PARTNERS, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
Wedmont Private Capital 110.22%0.22%0.22%Q4 2021Q4 20211
CHILDRESS CAPITAL ADVISORS, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
EXENCIAL WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q1 2022Q1 20221
Destination Wealth Management 110.00%0.00%0.00%Q1 2019Q1 20191
Arden Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
Reby Advisors, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Mid-American Wealth Advisory Group, Inc. 110.14%0.14%0.14%Q4 2021Q4 20211
CONSULTIVA WEALTH MANAGEMENT, CORP. 112.27%2.27%2.27%Q3 2023Q3 20231
Kerntke Otto McGlone Wealth Management Group 110.92%0.92%0.92%Q4 2019Q4 20191
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Procyon Advisors, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
KEYBANK NATIONAL ASSOCIATION/OH 110.02%0.02%0.02%Q4 2019Q4 20191
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 110.24%0.24%0.24%Q4 2021Q4 20211
Waterloo Capital, L.P. 110.06%0.06%0.06%Q2 2023Q2 20231
PrairieView Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Oxler Private Wealth LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Independent Advisor Alliance 110.19%0.19%0.19%Q4 2019Q4 20191
Summit Trail Advisors, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
SouthState Corp 110.00%0.00%0.00%Q2 2022Q2 20221
IAG Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
MADRONA FUNDS, LLC 110.43%0.43%0.43%Q3 2019Q3 20191
Kore Private Wealth LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
SBK Financial, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Carlsbad Wealth Advisory Group, Inc. 110.09%0.09%0.09%Q2 2023Q2 20231
TFG Advisers LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Plancorp, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Operose Advisors LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
New Hampshire Trust 110.00%0.00%0.00%Q4 2022Q4 20221
Regent Peak Wealth Advisors LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Urban Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
United Community Bank 110.21%0.21%0.21%Q3 2023Q3 20231
Safeguard Investment Advisory Group, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
CENTRAL BANK & TRUST CO 110.00%0.00%0.00%Q1 2023Q1 20231
DIVIDEND ASSETS CAPITAL, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
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.