Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Lowe Wealth Advisors, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2023 | 23 |
Ausdal Financial Partners, Inc. | 22 | 22 | 0.09% | 0.31% | 0.52% | Q2 2018 | Q3 2023 | 22 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
JPMORGAN CHASE & CO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Janney Montgomery Scott LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Tortoise Investment Management, LLC | 22 | 22 | 0.25% | 0.51% | 1.07% | Q2 2018 | Q3 2023 | 22 |
CITIGROUP INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
NewSquare Capital LLC | 22 | 22 | 0.07% | 0.18% | 0.30% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Cetera Advisor Networks LLC | 22 | 22 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 22 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.06% | 0.08% | 0.12% | Q2 2018 | Q3 2023 | 22 |
ASSETMARK, INC | 22 | 22 | 0.02% | 0.06% | 0.16% | Q2 2018 | Q3 2023 | 22 |
Sigma Planning Corp | 22 | 22 | 0.01% | 0.05% | 0.09% | Q2 2018 | Q3 2023 | 22 |
StrategIQ Financial Group, LLC | 22 | 22 | 0.16% | 0.31% | 0.47% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Successful Portfolios LLC | 22 | 22 | 0.21% | 0.32% | 0.50% | Q2 2018 | Q3 2023 | 22 |
US BANCORP \DE\ | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Sound Income Strategies, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 22 | 22 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
STIFEL FINANCIAL CORP | 22 | 22 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Steward Partners Investment Advisory, LLC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
SYNOVUS FINANCIAL CORP | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.02% | 0.06% | 0.13% | Q2 2018 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 22 | 0.00% | 0.01% | 0.07% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
FIRST UNITED BANK & TRUST | 22 | 22 | 0.12% | 0.50% | 1.04% | Q2 2018 | Q3 2023 | 22 |
HighTower Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Transamerica Financial Advisors, Inc. | 22 | 22 | 0.14% | 0.34% | 0.45% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
MML INVESTORS SERVICES, LLC | 22 | 22 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
North Star Investment Management Corp. | 17 | 4 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 21 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 14 | 7 | 0.14% | 0.30% | 0.40% | Q2 2018 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.02% | 0.06% | 0.09% | Q2 2018 | Q2 2023 | 21 |
CAPTRUST FINANCIAL ADVISORS | 15 | 6 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 21 | 21 | 3.18% | 4.85% | 6.68% | Q3 2018 | Q3 2023 | 21 |
Belpointe Asset Management LLC | 20 | 20 | 0.03% | 0.24% | 2.50% | Q4 2018 | Q3 2023 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.06% | 0.15% | 0.26% | Q4 2018 | Q3 2023 | 20 |
Snowden Capital Advisors LLC | 13 | 7 | 0.01% | 0.07% | 0.13% | Q2 2018 | Q2 2023 | 20 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
ClearBridge Investments | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.01% | 0.05% | 0.22% | Q4 2018 | Q3 2023 | 20 |
IFP Advisors, Inc | 17 | 3 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 20 |
AdvisorNet Financial, Inc | 12 | 8 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 20 |
FIFTH THIRD SECURITIES, INC. | 15 | 4 | 0.18% | 0.54% | 1.46% | Q2 2018 | Q1 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
BLAIR WILLIAM & CO/IL | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 19 |
COMMERCE BANK | 18 | 1 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 19 |
Cetera Investment Advisers | 12 | 7 | 0.03% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 19 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 18 |
Private Advisor Group, LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 18 |
Columbus Macro, LLC | 18 | 18 | 0.12% | 0.16% | 0.18% | Q2 2018 | Q3 2022 | 18 |
American Portfolios Advisors | 18 | 18 | 0.05% | 0.06% | 0.08% | Q2 2018 | Q3 2022 | 18 |
Sowell Financial Services LLC | 10 | 3 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 18 |
Archford Capital Strategies, LLC | 18 | 18 | 0.06% | 0.13% | 0.18% | Q2 2018 | Q3 2022 | 18 |
PFS INVESTMENTS INC. | 12 | 6 | 0.02% | 0.29% | 3.86% | Q4 2018 | Q2 2023 | 18 |
Asset Management Group, Inc. | 18 | 18 | 0.06% | 0.08% | 0.09% | Q2 2019 | Q3 2023 | 18 |
Dorsey & Whitney Trust CO LLC | 17 | 17 | 0.04% | 0.06% | 0.08% | Q3 2019 | Q3 2023 | 17 |
Mascoma Wealth Management LLC | 12 | 5 | 0.06% | 0.38% | 0.62% | Q3 2018 | Q3 2023 | 17 |
First Heartland Consultants, Inc. | 17 | 17 | 0.02% | 0.16% | 0.38% | Q3 2019 | Q3 2023 | 17 |
Patriot Financial Group Insurance Agency, LLC | 17 | 17 | 0.05% | 0.08% | 0.12% | Q3 2018 | Q3 2022 | 17 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 16 | 1 | 0.46% | 1.42% | 2.02% | Q4 2018 | Q1 2023 | 17 |
Renaissance Technologies | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 17 |
Dynamic Advisor Solutions LLC | 15 | 2 | 0.03% | 0.08% | 0.13% | Q2 2018 | Q3 2023 | 17 |
Mutual Advisors, LLC | 9 | 4 | 0.01% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 17 |
American Institute for Advanced Investment Management, LLP | 16 | 16 | 0.19% | 0.26% | 0.39% | Q4 2019 | Q3 2023 | 16 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 16 |
SteelPeak Wealth, LLC | 16 | 16 | 0.13% | 0.23% | 0.31% | Q4 2019 | Q3 2023 | 16 |
VICUS CAPITAL | 16 | 16 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q2 2022 | 16 |
Baird Financial Group, Inc. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2022 | 16 |
Meridian Wealth Management, LLC | 9 | 3 | 0.01% | 0.06% | 0.16% | Q4 2018 | Q3 2023 | 16 |
DAVENPORT & Co LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2021 | 15 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 4 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 15 |
TRUIST FINANCIAL CORP | 13 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
Capital Analysts, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2022 | 15 |
Capital Investment Advisory Services, LLC | 15 | 15 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Advisory Services Network, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Cetera Advisors LLC | 11 | 1 | 0.01% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 14 |
Cardan Capital Partners, LLC | 14 | 14 | 0.20% | 0.50% | 0.73% | Q2 2018 | Q3 2021 | 14 |
MASSMUTUAL TRUST CO FSB/ADV | 12 | 2 | 0.01% | 0.04% | 0.20% | Q2 2018 | Q4 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 7 | 7 | 0.00% | 0.06% | 0.18% | Q2 2018 | Q1 2022 | 14 |
Sound View Wealth Advisors Group, LLC | 14 | 14 | 0.06% | 0.08% | 0.12% | Q2 2019 | Q3 2022 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Aveo Capital Partners, LLC | 14 | 14 | 0.04% | 0.89% | 3.07% | Q2 2019 | Q3 2022 | 14 |
EXENCIAL WEALTH ADVISORS, LLC | 9 | 2 | 0.02% | 0.05% | 0.09% | Q3 2018 | Q2 2022 | 14 |
Axiom Financial Strategies, LLC | 14 | 14 | 0.84% | 1.77% | 2.84% | Q1 2020 | Q2 2023 | 14 |
Barrett Asset Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2021 | 14 |
PRUDENTIAL FINANCIAL INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Oakworth Capital, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
BCS Wealth Management | 13 | 13 | 0.09% | 0.22% | 0.37% | Q4 2019 | Q4 2022 | 13 |
Arden Trust Co | 13 | 13 | 0.07% | 0.26% | 0.49% | Q2 2020 | Q2 2023 | 13 |
IHT Wealth Management, LLC | 5 | 2 | 0.02% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 13 |
FIFTH THIRD BANCORP | 8 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Bogart Wealth, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Global Wealth Management Investment Advisory, Inc. | 11 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 13 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 13 |
Creative Planning | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Parkside Financial Bank & Trust | 11 | 1 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q1 2023 | 12 |
CAROLINAS WEALTH CONSULTING LLC | 12 | 12 | 0.01% | 0.08% | 0.25% | Q4 2019 | Q3 2022 | 12 |
Insight Wealth Strategies, LLC | 12 | 12 | 0.03% | 1.87% | 5.82% | Q1 2019 | Q4 2021 | 12 |
TELEMUS CAPITAL, LLC | 10 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2023 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 0.12% | 0.24% | 0.45% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.05% | 0.50% | 0.81% | Q4 2018 | Q3 2021 | 12 |
Community Bank, N.A. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2021 | 12 |
MOSELEY INVESTMENT MANAGEMENT INC | 8 | 4 | 0.11% | 0.32% | 0.55% | Q1 2019 | Q1 2022 | 12 |
Danda Trouve Investment Management, Inc. | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2022 | 12 |
CENTAURUS FINANCIAL, INC. | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2022 | 12 |
BCGM Wealth Management, LLC | 12 | 12 | 0.41% | 0.99% | 1.86% | Q4 2020 | Q3 2023 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.30% | 0.99% | 1.97% | Q4 2020 | Q3 2023 | 12 |
Kestra Advisory Services, LLC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 12 |
FOCUS Wealth Advisors, LLC | 12 | 12 | 0.34% | 0.40% | 0.43% | Q4 2020 | Q3 2023 | 12 |
HUNTINGTON NATIONAL BANK | 9 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
COMERICA SECURITIES,INC. | 7 | 5 | 0.02% | 0.10% | 0.50% | Q1 2020 | Q3 2023 | 12 |
Lebenthal Global Advisors, LLC | 12 | 12 | 0.27% | 0.49% | 0.82% | Q4 2020 | Q3 2023 | 12 |
COMERICA BANK | 6 | 1 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 12 |
Jaffetilchin Investment Partners, LLC | 12 | 12 | 0.02% | 0.12% | 0.43% | Q1 2019 | Q4 2021 | 12 |
MMA ASSET MANAGEMENT LLC | 12 | 12 | 0.28% | 0.38% | 0.50% | Q4 2020 | Q3 2023 | 12 |
Stratos Wealth Partners, LTD. | 9 | 1 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 12 |
Proquility Private Wealth Partners, LLC | 12 | 12 | 0.96% | 1.60% | 2.60% | Q4 2020 | Q3 2023 | 12 |
Qube Research & Technologies Ltd | 9 | 1 | 0.00% | 0.13% | 0.48% | Q4 2019 | Q3 2023 | 12 |
Alaska Wealth Advisors | 7 | 1 | 0.03% | 0.05% | 0.14% | Q4 2018 | Q3 2023 | 11 |
Gray Wealth Management Inc. | 11 | 11 | 0.34% | 0.49% | 0.84% | Q1 2020 | Q3 2022 | 11 |
WEDBUSH SECURITIES INC | 11 | 11 | 0.02% | 0.04% | 0.08% | Q1 2020 | Q3 2022 | 11 |
Dakota Wealth Management | 7 | 4 | 0.03% | 0.08% | 0.19% | Q2 2019 | Q2 2022 | 11 |
DEUTSCHE BANK AG\ | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 11 |
McAdam, LLC | 8 | 1 | 0.02% | 0.22% | 0.43% | Q2 2020 | Q3 2023 | 11 |
CALTON & ASSOCIATES, INC. | 11 | 11 | 0.33% | 0.40% | 0.53% | Q3 2019 | Q1 2022 | 11 |
Advisory Alpha, LLC | 11 | 11 | 0.06% | 0.15% | 0.27% | Q1 2021 | Q3 2023 | 11 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 5 | 1 | 0.00% | 0.06% | 0.15% | Q3 2020 | Q3 2023 | 11 |
IFG Advisory, LLC | 11 | 11 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
PARK AVENUE SECURITIES LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Leelyn Smith, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 11 |
FAS Wealth Partners, Inc. | 11 | 11 | 0.02% | 0.07% | 0.12% | Q4 2019 | Q2 2022 | 11 |
HHM Wealth Advisors, LLC | 10 | 10 | 0.03% | 0.05% | 0.07% | Q1 2020 | Q2 2022 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 10 |
IAG Wealth Partners, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q1 2022 | 10 |
BOENNING & SCATTERGOOD, INC. | 7 | 3 | 0.03% | 0.05% | 0.06% | Q2 2019 | Q4 2021 | 10 |
Spire Wealth Management | 10 | 10 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q2 2023 | 10 |
First Affirmative Financial Network | 10 | 10 | 0.41% | 0.62% | 0.83% | Q3 2021 | Q4 2023 | 10 |
Tempus Wealth Planning, LLC | 10 | 10 | 0.14% | 0.20% | 0.26% | Q2 2021 | Q3 2023 | 10 |
Faithward Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 10 |
GOLDMAN SACHS GROUP INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 10 |
First Allied Advisory Services, Inc. | 10 | 10 | 0.06% | 0.08% | 0.12% | Q2 2018 | Q3 2020 | 10 |
EP Wealth Advisors, LLC | 10 | 10 | 0.01% | 0.07% | 0.20% | Q2 2021 | Q3 2023 | 10 |
AE Wealth Management LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
AlphaStar Capital Management, LLC | 10 | 10 | 0.02% | 0.09% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Parallel Advisors, LLC | 8 | 2 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q4 2021 | 10 |
Mariner, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 10 |
Laurel Wealth Advisors, Inc. | 8 | 2 | 0.03% | 0.05% | 0.06% | Q2 2018 | Q4 2020 | 10 |
Richard Bernstein Advisors LLC | 10 | 10 | 0.04% | 1.22% | 5.80% | Q2 2018 | Q3 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Procyon Advisors, LLC | 9 | 9 | 0.15% | 0.47% | 0.67% | Q1 2020 | Q1 2022 | 9 |
Regent Peak Wealth Advisors LLC | 9 | 9 | 0.06% | 0.11% | 0.16% | Q4 2019 | Q4 2021 | 9 |
Valmark Advisers, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 9 |
ANDERSON HOAGLAND & CO | 5 | 4 | 0.04% | 0.25% | 0.39% | Q4 2020 | Q3 2023 | 9 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.01% | 0.12% | 0.37% | Q3 2020 | Q2 2023 | 9 |
OLD MISSION CAPITAL LLC | 8 | 1 | 0.01% | 0.04% | 0.16% | Q3 2019 | Q2 2023 | 9 |
CITIZENS FINANCIAL GROUP INC/RI | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2020 | 9 |
NORTHERN TRUST CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Continuum Advisory, LLC | 9 | 9 | 0.15% | 0.27% | 0.31% | Q2 2018 | Q2 2020 | 9 |
Carroll Financial Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 9 |
Thomasville National Bank | 9 | 9 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
WHITTIER TRUST CO OF NEVADA INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Riverview Trust Co | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
SVB WEALTH LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q2 2021 | 9 |
Equitable Holdings, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 9 |
Allworth Financial LP | 7 | 1 | 0.00% | 0.06% | 0.10% | Q1 2020 | Q3 2023 | 8 |
Wealth Alliance Advisory Group, LLC | 8 | 8 | 0.16% | 0.38% | 1.03% | Q2 2018 | Q1 2020 | 8 |
Melone Private Wealth, LLC | 8 | 8 | 0.38% | 0.41% | 0.49% | Q4 2021 | Q3 2023 | 8 |
Partnervest Advisory Services LLC | 8 | 8 | 0.08% | 0.12% | 0.15% | Q2 2018 | Q1 2020 | 8 |
Bartlett & Co. LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 8 |
Integrated Wealth Concepts LLC | 6 | 2 | 0.03% | 0.13% | 0.68% | Q1 2019 | Q3 2023 | 8 |
Clear Perspective Advisors, LLC | 8 | 8 | 0.19% | 0.27% | 0.32% | Q2 2018 | Q1 2020 | 8 |
Goodman Advisory Group, LLC | 8 | 8 | 0.03% | 2.69% | 6.43% | Q4 2021 | Q3 2023 | 8 |
Lido Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 8 |
ROBINSON CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.58% | 4.60% | Q3 2020 | Q2 2022 | 8 |
WARNER FINANCIAL, INC | 8 | 8 | 0.17% | 0.22% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Advisory Resource Group | 7 | 1 | 0.08% | 0.16% | 0.22% | Q3 2019 | Q3 2023 | 8 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 8 | 8 | 0.24% | 0.31% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.30% | 0.38% | 0.63% | Q1 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
Ancora Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 8 |
Newbridge Financial Services Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
FARMERS & MERCHANTS INVESTMENTS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 8 |
PIN OAK INVESTMENT ADVISORS INC | 8 | 8 | 0.02% | 0.02% | 0.04% | Q2 2018 | Q1 2020 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.02% | 0.08% | 0.17% | Q4 2021 | Q3 2023 | 8 |
B. Riley Wealth Advisors, Inc. | 7 | 1 | 0.01% | 0.04% | 0.05% | Q2 2018 | Q3 2023 | 8 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Petix & Botte Co | 4 | 3 | 0.23% | 0.29% | 0.44% | Q4 2021 | Q3 2023 | 7 |
Vectors Research Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
First PREMIER Bank | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Bank of New York Mellon Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.06% | 0.09% | 0.11% | Q4 2019 | Q2 2021 | 7 |
CREDIT SUISSE AG/ | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 7 |
COUNTRY TRUST BANK | 5 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2023 | 7 |
MEEDER ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Apollon Wealth Management, LLC | 5 | 1 | 0.02% | 0.15% | 0.25% | Q3 2019 | Q4 2021 | 7 |
Morningstar Investment Services LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 7 |
Financial Engines Advisors L.L.C. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Winslow, Evans & Crocker, Inc. | 7 | 7 | 0.02% | 0.04% | 0.09% | Q2 2018 | Q4 2019 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.02% | 0.05% | 0.07% | Q2 2018 | Q4 2019 | 7 |
Baystate Wealth Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 5 | 2 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 7 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 7 |
Trust Co | 7 | 7 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q3 2022 | 7 |
CAMBIAR INVESTORS LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q4 2019 | 7 |
SIGNATUREFD, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2022 | 7 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7 | 7 | 0.01% | 0.06% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.02% | 0.25% | 0.36% | Q4 2020 | Q2 2022 | 7 |
Sierra Capital LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q4 2022 | 6 |
NWK Group, Inc. | 6 | 6 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q1 2021 | 6 |
NEXT Financial Group, Inc | 5 | 1 | 0.06% | 0.07% | 0.11% | Q4 2018 | Q2 2020 | 6 |
Newport Capital Group, LLC | 6 | 6 | 0.56% | 0.70% | 0.85% | Q4 2020 | Q1 2022 | 6 |
RFG Advisory, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 6 |
UBS ASSET MANAGEMENT AMERICAS INC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q3 2019 | 6 |
Global Retirement Partners, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
AVANTAX ADVISORY SERVICES, INC. | 5 | 1 | 0.00% | 0.03% | 0.08% | Q1 2020 | Q2 2023 | 6 |
LINCOLN NATIONAL CORP | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2021 | 6 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.39% | 0.58% | 1.00% | Q4 2019 | Q1 2021 | 6 |
SlateStone Wealth, LLC | 6 | 6 | 0.09% | 0.12% | 0.15% | Q4 2019 | Q1 2021 | 6 |
BB&T SECURITIES, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
ProVise Management Group, LLC | 6 | 6 | 0.03% | 0.08% | 0.16% | Q2 2022 | Q3 2023 | 6 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 6 | 6 | 0.25% | 0.35% | 0.46% | Q4 2020 | Q1 2022 | 6 |
Gerber Kawasaki Wealth & Investment Management | 6 | 6 | 0.02% | 0.14% | 0.27% | Q2 2022 | Q3 2023 | 6 |
Vontobel Holding Ltd. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.03% | 0.04% | 0.04% | Q3 2018 | Q4 2019 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 6 |
Main Street Financial Solutions, LLC | 6 | 6 | 0.08% | 0.70% | 1.14% | Q4 2020 | Q1 2022 | 6 |
OPPENHEIMER & CO INC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q2 2023 | 6 |
Addison Advisors LLC | 6 | 6 | 0.03% | 0.24% | 0.39% | Q2 2022 | Q3 2023 | 6 |
Intellectus Partners, LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q3 2020 | Q4 2021 | 6 |
Avior Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
NewDay Solutions, LLC | 4 | 1 | 4.47% | 6.64% | 7.63% | Q4 2018 | Q1 2020 | 5 |
M&T BANK CORP | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 5 |
Bienville Capital Management, LLC | 5 | 5 | 0.03% | 0.12% | 0.23% | Q1 2021 | Q1 2022 | 5 |
Glenview Trust Co | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2020 | 5 |
ASB Consultores, LLC | 3 | 2 | 0.16% | 0.27% | 0.47% | Q4 2021 | Q3 2023 | 5 |
Clearwater Capital Advisors, LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q2 2019 | 5 |
Global Trust Asset Management, LLC | 5 | 5 | 0.17% | 0.19% | 0.22% | Q1 2019 | Q1 2020 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2021 | 5 |
Cedar Brook Financial Partners, LLC | 3 | 1 | 0.08% | 0.10% | 0.15% | Q4 2018 | Q2 2022 | 5 |
Avestar Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2019 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Brinker Capital Investments, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Karpus Management, Inc. | 5 | 5 | 0.06% | 0.32% | 0.46% | Q2 2021 | Q2 2022 | 5 |
Csenge Advisory Group | 4 | 1 | 0.00% | 0.03% | 0.04% | Q3 2018 | Q4 2021 | 5 |
BANK OF THE WEST | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q4 2022 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 5 |
Avidian Wealth Solutions, LLC | 4 | 1 | 0.02% | 0.10% | 0.25% | Q2 2022 | Q3 2023 | 5 |
EMFO, LLC | 5 | 5 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q2 2022 | 5 |
James J. Burns & Company, LLC | 5 | 5 | 0.18% | 0.35% | 0.46% | Q3 2022 | Q3 2023 | 5 |
Econ Financial Services Corp | 4 | 1 | 0.34% | 1.25% | 2.31% | Q4 2021 | Q3 2023 | 5 |
Kingsview Wealth Management, LLC | 3 | 2 | 0.03% | 0.04% | 0.07% | Q2 2018 | Q1 2020 | 5 |
Baldrige Asset Management LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
KWMG, LLC | 4 | 4 | 0.11% | 0.16% | 0.20% | Q2 2018 | Q1 2019 | 4 |
Syntal Capital Partners, LLC | 4 | 4 | 0.09% | 0.12% | 0.16% | Q2 2018 | Q1 2019 | 4 |
BANQUE PICTET & CIE SA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Mosaic Family Wealth, LLC | 4 | 4 | 0.03% | 0.04% | 0.09% | Q2 2018 | Q1 2019 | 4 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.66% | 0.69% | 0.71% | Q4 2021 | Q3 2023 | 4 |
Pictet North America Advisors SA | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q1 2019 | 4 |
AlphaQ Advisors LLC | 4 | 4 | 0.41% | 0.77% | 1.41% | Q4 2022 | Q3 2023 | 4 |
ARGI Investment Services, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2021 | 4 |
MRA Associates USA LLC | 4 | 4 | 0.18% | 0.93% | 1.88% | Q4 2018 | Q3 2019 | 4 |
FIRST CITIZENS BANK & TRUST CO | 4 | 4 | 0.02% | 0.12% | 0.17% | Q1 2022 | Q4 2022 | 4 |
Private Wealth Group, LLC | 3 | 1 | 9.10% | 9.39% | 10.02% | Q2 2018 | Q3 2019 | 4 |
SeaCrest Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
TCWP LLC | 3 | 1 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q1 2023 | 4 |
Beirne Wealth Consulting Services, LLC | 4 | 4 | 0.41% | 0.70% | 0.86% | Q4 2018 | Q3 2019 | 4 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
First Horizon Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Prospera Financial Services Inc | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 4 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q3 2023 | 4 |
TUCKER ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Watson Rebecca | 4 | 4 | 0.64% | 0.70% | 0.76% | Q4 2019 | Q3 2020 | 4 |
Plante Moran Financial Advisors, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2021 | 4 |
New England Investment & Retirement Group, Inc. | 4 | 4 | 0.08% | 0.11% | 0.16% | Q1 2019 | Q4 2019 | 4 |
Brookstone Capital Management | 3 | 1 | 0.01% | 0.07% | 0.16% | Q4 2018 | Q4 2022 | 4 |
FIRST TRUST ADVISORS LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
BANK OF MONTREAL /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q2 2020 | 4 |
Live Your Vision, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2019 | 4 |
MACKAY SHIELDS LLC | 3 | 1 | 0.28% | 0.48% | 0.99% | Q2 2019 | Q3 2020 | 4 |
Venture Visionary Partners LLC | 3 | 1 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q2 2022 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.04% | 0.06% | 0.09% | Q3 2018 | Q3 2019 | 4 |
CULLEN/FROST BANKERS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GPS Wealth Strategies Group, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 4 |
KING LUTHER CAPITAL MANAGEMENT CORP | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Intelligence Driven Advisers, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q2 2022 | Q4 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 3 | 3 | 0.22% | 0.24% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Geneos Wealth Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WEBSTER BANK, N. A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Ackerman Capital Advisors, LLC | 3 | 3 | 3.18% | 3.30% | 3.41% | Q1 2023 | Q3 2023 | 3 |
Rehmann Capital Advisory Group | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q1 2022 | 3 |
HARBOR INVESTMENT ADVISORY, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
WEALTHSOURCE PARTNERS, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q4 2019 | 3 |
BARCLAYS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
CX Institutional | 1 | 1 | 0.03% | 0.12% | 0.29% | Q2 2022 | Q3 2023 | 3 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q1 2019 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Insight Wealth Partners, LLC | 1 | 1 | 0.04% | 0.09% | 0.12% | Q4 2020 | Q4 2021 | 3 |
NTV ASSET MANAGEMENT LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q2 2022 | 3 |
Financial Advocates Investment Management | 2 | 1 | 0.03% | 0.04% | 0.07% | Q2 2018 | Q4 2021 | 3 |
RAYMOND JAMES TRUST N.A. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 3 |
LMCG INVESTMENTS, LLC | 3 | 3 | 0.12% | 0.16% | 0.19% | Q1 2022 | Q3 2022 | 3 |
Gradient Investments LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Park Place Capital Corp | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Alera Investment Advisors, LLC | 1 | 1 | 0.00% | 0.07% | 0.15% | Q1 2019 | Q2 2023 | 3 |
Clarus Wealth Advisors | 3 | 3 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q1 2019 | 3 |
Capital Asset Advisory Services LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
BlackRock Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Parcion Private Wealth LLC | 3 | 3 | 0.73% | 0.92% | 1.04% | Q1 2023 | Q3 2023 | 3 |
Leeward Financial Partners, LLC | 2 | 2 | 0.48% | 0.49% | 0.50% | Q2 2023 | Q3 2023 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
PERSONAL CFO SOLUTIONS, LLC | 2 | 2 | 0.19% | 0.23% | 0.26% | Q3 2019 | Q4 2019 | 2 |
LGT Financial Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
PFW Advisors LLC | 2 | 2 | 0.29% | 0.29% | 0.29% | Q2 2023 | Q3 2023 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q1 2023 | 2 |
SimpliFi, Inc. | 2 | 2 | 0.11% | 0.26% | 0.40% | Q4 2022 | Q1 2023 | 2 |
PSI Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.21% | 0.22% | 0.23% | Q1 2023 | Q3 2023 | 2 |
Integrated Advisors Network LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q4 2020 | 2 |
MILLENNIUM MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
SIMPLEX TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 2 |
MRP Capital Investments, LLC | 2 | 2 | 0.42% | 0.45% | 0.47% | Q1 2023 | Q2 2023 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2018 | Q1 2019 | 2 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2020 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
FIRST FOUNDATION ADVISORS | 2 | 2 | 0.08% | 0.12% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
PRIVATE TRUST CO NA | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Simplicity Wealth,LLC | 2 | 2 | 0.56% | 0.59% | 0.61% | Q4 2021 | Q1 2022 | 2 |
RMR Wealth Builders | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 2 |
Ameliora Wealth Management Ltd. | 2 | 2 | 0.92% | 2.14% | 3.35% | Q1 2022 | Q2 2022 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Blue Trust, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
First Personal Financial Services | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CAPITAL ONE FINANCIAL CORP | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q2 2020 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Simmons Bank | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q4 2022 | 2 |
FIDUCIARY TRUST CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ally Invest Advisors Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
MYCIO WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Venturi Wealth Management, LLC | 2 | 2 | 0.13% | 0.15% | 0.16% | Q2 2020 | Q3 2020 | 2 |
BALDWIN BROTHERS LLC/MA | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
GERMAN AMERICAN BANCORP, INC. | 2 | 2 | 0.22% | 0.23% | 0.24% | Q2 2018 | Q3 2018 | 2 |
Atria Investments, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 2 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2021 | 2 |
AMERICAN NATIONAL BANK | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Vontobel Swiss Wealth Advisors AG | 2 | 2 | 0.14% | 0.14% | 0.15% | Q3 2020 | Q4 2020 | 2 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q3 2020 | 2 |
Kowal Investment Group, LLC | 2 | 2 | 0.11% | 0.16% | 0.20% | Q2 2023 | Q3 2023 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2018 | Q3 2018 | 2 |
LexAurum Advisors, LLC | 2 | 2 | 0.41% | 0.43% | 0.45% | Q3 2019 | Q4 2019 | 2 |
O'Dell Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
ARMSTRONG ADVISORY GROUP, INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Kovack Advisors, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q4 2019 | 2 |
FourThought Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Elequin Capital, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Cedar Mountain Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
HSBC HOLDINGS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Rede Wealth, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Laurel Wealth Planning LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Renasant Bank | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2020 | Q4 2020 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Silver Point Capital L.P. | 1 | 1 | 2.39% | 2.39% | 2.39% | Q1 2020 | Q1 2020 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
WADDELL & ASSOCIATES, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Northeast Financial Group, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
Missouri Trust & Investment Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
KWB Wealth | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2022 | Q2 2022 | 1 |
BOSTON ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2021 | Q4 2021 | 1 |
Versant Capital Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
4Thought Financial Group Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q2 2022 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
CAPRIN ASSET MANAGEMENT LLC /ADV | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SUTTON PLACE INVESTORS LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q4 2021 | Q4 2021 | 1 |
Vanguard Personalized Indexing Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Veritable, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
ASHFORD CAPITAL MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2021 | Q4 2021 | 1 |
Vivaldi Capital Management LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Laidlaw Wealth Management LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2019 | Q4 2019 | 1 |
Reitz Capital Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Busey Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Insight Inv LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Frontier Asset Management, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2022 | Q2 2022 | 1 |
WealthOne, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
Sandy Spring Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Hardy Reed LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Virtu Financial LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2018 | Q2 2018 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
STOCK YARDS BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
F3Logic, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Occidental Asset Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 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.