Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 26 |
LPL Financial LLC | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Gradient Investments LLC | 22 | 22 | 0.00% | 0.15% | 0.56% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
MML INVESTORS SERVICES, LLC | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Ameritas Investment Partners, Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Parallel Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Tower Research Capital LLC (TRC) | 11 | 10 | 0.00% | 0.03% | 0.14% | Q2 2018 | Q3 2023 | 21 |
Cambridge Investment Research Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 20 |
Advisory Services Network, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2023 | 20 |
STIFEL FINANCIAL CORP | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
TAP Consulting, LLC | 17 | 1 | 1.12% | 1.76% | 2.39% | Q1 2019 | Q3 2023 | 18 |
Invesco Ltd. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 18 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 18 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2022 | 17 |
RAYMOND JAMES & ASSOCIATES | 10 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 17 |
Raymond James Financial Services Advisors, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 16 |
HBC Financial Services, PLLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
AdvisorNet Financial, Inc | 15 | 15 | 0.01% | 0.04% | 0.12% | Q2 2018 | Q4 2021 | 15 |
Avion Wealth | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 15 |
PFG Advisors | 5 | 2 | 0.02% | 0.09% | 0.37% | Q2 2018 | Q2 2023 | 14 |
Brinker Capital Investments, LLC | 7 | 7 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q4 2022 | 14 |
American Portfolios Advisors | 14 | 14 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2021 | 14 |
CWM, LLC | 11 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 14 |
Anchor Investment Management, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2020 | 13 |
Capital Investment Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
CITIGROUP INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 13 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Global Retirement Partners, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 13 |
ADELL HARRIMAN & CARPENTER INC | 12 | 12 | 0.03% | 0.63% | 1.14% | Q2 2018 | Q1 2021 | 12 |
Key FInancial Inc | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Samalin Investment Counsel, LLC | 10 | 1 | 0.19% | 0.25% | 0.34% | Q4 2019 | Q1 2023 | 12 |
Sutton Wealth Advisors Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2018 | 12 |
PNC FINANCIAL SERVICES GROUP, INC. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
FMR LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 12 |
NATIXIS | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 11 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2023 | 11 |
Alta Wealth Advisors LLC | 11 | 11 | 0.11% | 0.30% | 0.40% | Q4 2020 | Q2 2023 | 11 |
Founders Financial Alliance, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Cetera Investment Advisers | 8 | 2 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q2 2023 | 10 |
AVANTAX ADVISORY SERVICES, INC. | 10 | 10 | 0.00% | 0.03% | 0.08% | Q4 2019 | Q1 2022 | 10 |
EPG Wealth Management LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 10 |
Pinnacle Bancorp, Inc. | 10 | 10 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q1 2021 | 10 |
US BANCORP \DE\ | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 10 |
Wealthcare Advisory Partners LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 9 |
GOLDMAN SACHS GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 9 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 9 |
Financial Architects, Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
JPMORGAN CHASE & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 8 |
Spire Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 8 | 8 | 0.03% | 0.10% | 0.14% | Q4 2018 | Q3 2020 | 8 |
WEDBUSH SECURITIES INC | 8 | 8 | 0.04% | 0.06% | 0.07% | Q3 2018 | Q2 2020 | 8 |
BLAIR WILLIAM & CO/IL | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 8 |
Stratos Wealth Partners, LTD. | 6 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2023 | 8 |
Castleview Partners, LLC | 8 | 8 | 0.02% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Safeguard Investment Advisory Group, LLC | 8 | 8 | 0.13% | 0.18% | 0.23% | Q4 2020 | Q3 2022 | 8 |
Advisors Asset Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
NEXT Financial Group, Inc | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2020 | 8 |
jvl associates llc | 8 | 8 | 0.72% | 1.38% | 2.18% | Q2 2018 | Q1 2020 | 8 |
Advisor Group, Inc. | 7 | 7 | 0.01% | 0.03% | 0.07% | Q2 2018 | Q4 2019 | 7 |
Cetera Advisor Networks LLC | 6 | 1 | 0.00% | 0.02% | 0.02% | Q3 2018 | Q2 2020 | 7 |
WEALTHSOURCE PARTNERS, LLC | 6 | 1 | 0.02% | 0.07% | 0.13% | Q2 2018 | Q4 2022 | 7 |
CENTAURUS FINANCIAL, INC. | 5 | 1 | 0.00% | 0.03% | 0.05% | Q2 2018 | Q2 2023 | 7 |
Parcion Private Wealth LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q2 2023 | 7 |
AE Wealth Management LLC | 7 | 7 | 0.04% | 0.15% | 0.41% | Q2 2018 | Q4 2019 | 7 |
Anfield Capital Management, LLC | 7 | 7 | 0.74% | 0.82% | 0.90% | Q1 2022 | Q3 2023 | 7 |
MASSMUTUAL TRUST CO FSB/ADV | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 7 |
ALLIANCEBERNSTEIN L.P. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Strategies Wealth Advisors, LLC | 4 | 3 | 0.44% | 0.58% | 0.82% | Q4 2021 | Q3 2023 | 7 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 7 |
CREDIT SUISSE AG/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
Shamrock Asset Management LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
Clearwater Capital Advisors, LLC | 6 | 6 | 0.04% | 0.10% | 0.18% | Q2 2018 | Q3 2019 | 6 |
Kestra Advisory Services, LLC | 6 | 6 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q4 2021 | 6 |
Certified Advisory Corp | 6 | 6 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q3 2019 | 6 |
Legacy Financial Group LLC | 4 | 2 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q2 2022 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 6 |
Sterneck Capital Management, LLC | 6 | 6 | 0.14% | 1.27% | 1.65% | Q3 2020 | Q4 2021 | 6 |
Regal Investment Advisors LLC | 5 | 1 | 0.04% | 0.09% | 0.14% | Q2 2018 | Q4 2019 | 6 |
MGO ONE SEVEN LLC | 6 | 6 | 0.06% | 0.07% | 0.11% | Q3 2018 | Q4 2019 | 6 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
Northwest Bancshares, Inc. | 6 | 6 | 0.06% | 0.17% | 0.32% | Q2 2020 | Q3 2021 | 6 |
Concorde Asset Management, LLC | 5 | 5 | 0.15% | 0.24% | 0.39% | Q2 2018 | Q2 2019 | 5 |
Bogart Wealth, LLC | 5 | 5 | 0.00% | 0.06% | 0.20% | Q1 2021 | Q1 2022 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 5 |
HAP Trading, LLC | 2 | 1 | 0.02% | 0.02% | 0.04% | Q3 2019 | Q3 2021 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 5 |
Front Row Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
1776 Wealth LLC | 5 | 5 | 0.19% | 0.40% | 0.68% | Q4 2019 | Q4 2020 | 5 |
Cetera Advisors LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q2 2019 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Lindbrook Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Cornerstone Wealth Management, LLC | 3 | 1 | 0.05% | 0.08% | 0.12% | Q2 2018 | Q2 2019 | 4 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.01% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 4 |
PACIFIC SUN FINANCIAL CORP | 3 | 1 | 0.21% | 0.33% | 0.49% | Q2 2018 | Q4 2019 | 4 |
Financial Advisors Network, Inc. | 4 | 4 | 0.06% | 0.09% | 0.14% | Q3 2021 | Q2 2022 | 4 |
Global Wealth Strategies & Associates | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q4 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Simplicity Solutions, LLC | 2 | 2 | 0.01% | 0.12% | 0.31% | Q4 2018 | Q4 2019 | 4 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.03% | 0.07% | Q2 2020 | Q2 2021 | 4 |
Private Advisor Group, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q1 2023 | 4 |
Financial Management Professionals, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
BOKF, NA | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 4 |
BANK OF MONTREAL /CAN/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Merriman Wealth Management, LLC | 3 | 1 | 0.23% | 0.25% | 0.30% | Q3 2018 | Q3 2019 | 4 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 4 |
Beacon Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q1 2019 | 4 |
B. Riley Wealth Management, Inc. | 4 | 4 | 0.14% | 0.21% | 0.36% | Q4 2019 | Q3 2020 | 4 |
FLOW TRADERS U.S. LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q2 2022 | 4 |
Petix & Botte Co | 1 | 1 | 0.08% | 0.16% | 0.34% | Q4 2019 | Q1 2022 | 4 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q4 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
First Heartland Consultants, Inc. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 3 |
McClarren Financial Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Clear Creek Financial Management, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q1 2023 | 3 |
Carroll Financial Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
M&T BANK CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Pasadena Private Wealth, LLC | 3 | 3 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q4 2019 | 3 |
RFP Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
IHT Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
River Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.04% | 0.07% | Q1 2020 | Q3 2020 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.06% | 0.09% | 0.11% | Q4 2019 | Q1 2020 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Occidental Asset Management, LLC | 2 | 2 | 0.58% | 0.61% | 0.64% | Q3 2018 | Q4 2018 | 2 |
Beacon Harbor Wealth Advisors, Inc. | 2 | 2 | 4.04% | 4.11% | 4.18% | Q3 2019 | Q4 2019 | 2 |
BESSEMER GROUP INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
PEAK FINANCIAL ADVISORS LLC | 2 | 2 | 0.18% | 0.21% | 0.25% | Q2 2021 | Q3 2021 | 2 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
West Wealth Group, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
SeaCrest Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
NATIONAL BANK OF CANADA /FI/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
BB&T SECURITIES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Genesee Capital Advisors, LLC | 2 | 2 | 0.18% | 0.19% | 0.21% | Q4 2018 | Q1 2019 | 2 |
Ameritas Advisory Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
RAYMOND JAMES TRUST N.A. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.05% | 0.09% | Q2 2018 | Q2 2023 | 2 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Eagle Ridge Investment Management | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
Bullseye Investment Management, LLC | 2 | 2 | 0.50% | 0.57% | 0.65% | Q2 2022 | Q3 2022 | 2 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 2 |
AJ WEALTH STRATEGIES, LLC | 2 | 2 | 0.08% | 0.11% | 0.14% | Q2 2018 | Q3 2018 | 2 |
Elevated Capital Advisors, LLC | 1 | 1 | 1.26% | 1.54% | 1.83% | Q1 2019 | Q4 2019 | 2 |
Equitable Holdings, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2018 | Q3 2018 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2019 | Q2 2019 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Alaska Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Southland Equity Partners LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
ORG Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Financial Avengers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2018 | Q3 2018 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
PRIVATE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 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.