Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 26 |
UBS Group AG | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 25 |
Cambridge Investment Research Advisors, Inc. | 25 | 25 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q2 2024 | 25 |
LPL Financial LLC | 25 | 25 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q2 2024 | 25 |
MML INVESTORS SERVICES, LLC | 25 | 25 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q2 2024 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 25 |
PNC FINANCIAL SERVICES GROUP, INC. | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2024 | 25 |
Geneos Wealth Management Inc. | 25 | 25 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2024 | 25 |
CULLEN/FROST BANKERS, INC. | 25 | 25 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q2 2024 | 25 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2024 | 25 |
ROYAL BANK OF CANADA | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 25 |
WELLS FARGO & COMPANY/MN | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2024 | 25 |
MORGAN STANLEY | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2024 | 25 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2024 | 24 |
MGO ONE SEVEN LLC | 24 | 24 | 0.01% | 0.04% | 0.14% | Q3 2018 | Q2 2024 | 24 |
Koshinski Asset Management, Inc. | 19 | 5 | 0.03% | 0.10% | 0.24% | Q2 2018 | Q2 2024 | 24 |
CWM, LLC | 12 | 11 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2024 | 23 |
IFP Advisors, Inc | 20 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2024 | 23 |
AVANTAX ADVISORY SERVICES, INC. | 23 | 23 | 0.00% | 0.01% | 0.08% | Q4 2018 | Q2 2024 | 23 |
Harvest Investment Services, LLC | 23 | 23 | 0.39% | 0.70% | 1.24% | Q4 2018 | Q2 2024 | 23 |
AlphaMark Advisors, LLC | 21 | 21 | 0.03% | 0.07% | 0.11% | Q2 2019 | Q2 2024 | 21 |
Advisory Services Network, LLC | 20 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2023 | 21 |
Janney Montgomery Scott LLC | 11 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2024 | 21 |
Global Retirement Partners, LLC | 13 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2024 | 20 |
Cetera Advisor Networks LLC | 20 | 20 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q1 2023 | 20 |
FMR LLC | 15 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2024 | 20 |
RAYMOND JAMES & ASSOCIATES | 14 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 20 |
CENTAURUS FINANCIAL, INC. | 15 | 1 | 0.02% | 0.09% | 0.22% | Q2 2018 | Q1 2024 | 20 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2024 | 19 |
OSAIC HOLDINGS, INC. | 18 | 18 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2024 | 18 |
JPMORGAN CHASE & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2024 | 18 |
TSFG, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2024 | 18 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q1 2024 | 18 |
American Portfolios Advisors | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 18 |
Steward Partners Investment Advisory, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2023 | 17 |
Cooper Financial Group | 17 | 17 | 0.09% | 0.17% | 0.32% | Q4 2018 | Q4 2022 | 17 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2023 | 17 |
AdvisorNet Financial, Inc | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Capital Investment Advisory Services, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2024 | 15 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2023 | 15 |
Founders Financial Alliance, LLC | 15 | 15 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q1 2024 | 15 |
ARROW FINANCIAL CORP | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Invesco Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 14 |
Equitable Holdings, Inc. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2024 | 14 |
CITIGROUP INC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 14 |
Jaffetilchin Investment Partners, LLC | 14 | 14 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q2 2024 | 14 |
NewEdge Advisors, LLC | 13 | 13 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q2 2024 | 13 |
Brookstone Capital Management | 13 | 13 | 0.02% | 0.05% | 0.11% | Q2 2021 | Q2 2024 | 13 |
Raymond James Financial Services Advisors, Inc. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 13 |
Anchor Investment Management, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2020 | 13 |
Castleview Partners, LLC | 11 | 1 | 0.00% | 0.03% | 0.04% | Q2 2021 | Q2 2024 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.00% | 0.04% | 0.15% | Q1 2019 | Q2 2022 | 12 |
Regal Investment Advisors LLC | 7 | 1 | 0.03% | 0.08% | 0.16% | Q2 2018 | Q4 2021 | 12 |
Endowment Wealth Management, Inc. | 11 | 11 | 0.38% | 0.51% | 0.62% | Q4 2021 | Q2 2024 | 11 |
Palisades Hudson Asset Management, L.P. | 11 | 11 | 0.17% | 0.19% | 0.21% | Q2 2020 | Q4 2022 | 11 |
US BANCORP \DE\ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 11 |
WEDBUSH SECURITIES INC | 9 | 1 | 0.01% | 0.07% | 0.10% | Q2 2018 | Q1 2022 | 10 |
Cetera Investment Advisers | 8 | 1 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q1 2024 | 10 |
BDO Wealth Advisors, LLC | 10 | 10 | 0.15% | 0.28% | 0.40% | Q1 2021 | Q2 2023 | 10 |
Faithward Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2023 | 10 |
Atria Wealth Solutions, Inc. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2024 | 10 |
NEXT Financial Group, Inc | 6 | 4 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2021 | 10 |
Arkadios Wealth Advisors | 10 | 10 | 0.03% | 0.07% | 0.16% | Q4 2019 | Q1 2022 | 10 |
PFS Partners, LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2024 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
PFG Advisors | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Strategies Wealth Advisors, LLC | 6 | 3 | 0.26% | 0.38% | 0.53% | Q4 2021 | Q1 2024 | 9 |
Qube Research & Technologies Ltd | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2024 | 9 |
PRIVATE TRUST CO NA | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2024 | 9 |
Private Advisor Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 9 |
Kovack Advisors, Inc. | 4 | 1 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q2 2024 | 9 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.04% | 0.05% | 0.08% | Q4 2019 | Q3 2021 | 8 |
Marks Group Wealth Management, Inc | 8 | 8 | 0.18% | 0.22% | 0.34% | Q4 2019 | Q3 2021 | 8 |
BLAIR WILLIAM & CO/IL | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.06% | 0.13% | Q2 2018 | Q1 2023 | 8 |
Beacon Harbor Wealth Advisors, Inc. | 7 | 1 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q4 2022 | 8 |
WFA of San Diego, LLC | 2 | 1 | 0.03% | 0.08% | 0.13% | Q2 2020 | Q2 2024 | 8 |
STIFEL FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Winslow, Evans & Crocker, Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2020 | 8 |
MinichMacGregor Wealth Management, LLC | 8 | 8 | 0.01% | 0.12% | 0.14% | Q1 2021 | Q4 2022 | 8 |
Eudaimonia Partners, LLC | 4 | 1 | 0.00% | 0.07% | 0.17% | Q4 2019 | Q4 2023 | 8 |
GOLDMAN SACHS GROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 7 |
Gradient Investments LLC | 7 | 7 | 0.10% | 0.14% | 0.26% | Q4 2022 | Q2 2024 | 7 |
EverSource Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 |
TRANSCEND CAPITAL ADVISORS, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q1 2022 | 7 |
FIRST MANHATTAN CO. LLC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2019 | 7 |
O'Dell Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2023 | 7 |
Claraphi Advisory Network, LLC | 6 | 1 | 0.00% | 0.08% | 0.11% | Q1 2020 | Q2 2022 | 7 |
WealthShield Partners, LLC | 6 | 1 | 0.01% | 0.07% | 0.15% | Q2 2019 | Q2 2021 | 7 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 7 |
CAPTRUST FINANCIAL ADVISORS | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 6 |
RFP Financial Group LLC | 5 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2024 | 6 |
Kestra Advisory Services, LLC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q4 2021 | 6 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2024 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2019 | 6 |
STABLEFORD CAPITAL II LLC | 4 | 2 | 0.15% | 0.18% | 0.21% | Q2 2018 | Q4 2019 | 6 |
FIRST NATIONAL BANK OF OMAHA | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2019 | 6 |
CoreCap Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2024 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 5 |
SIMPLEX TRADING, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 5 |
B. Riley Wealth Advisors, Inc. | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2022 | 5 |
Mariner, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2024 | 5 |
AE Wealth Management LLC | 5 | 5 | 0.00% | 0.02% | 0.06% | Q2 2023 | Q2 2024 | 5 |
HighTower Advisors, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2022 | 5 |
AlphaCore Capital LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q4 2021 | 4 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2019 | 4 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Advisor Resource Council | 1 | 1 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q4 2023 | 4 |
EUDAIMONIA ADVISORS LLC | 4 | 4 | 0.17% | 0.27% | 0.39% | Q1 2023 | Q4 2023 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q4 2023 | 4 |
DHJJ Financial Advisors, Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
COMERICA BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
Johnson Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Spire Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
McClarren Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
ADELL HARRIMAN & CARPENTER INC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q1 2021 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 3 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q2 2022 | 3 |
MGB Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Tempus Wealth Planning, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Private Ocean, LLC | 3 | 3 | 0.18% | 0.27% | 0.33% | Q2 2018 | Q4 2018 | 3 |
Hennion & Walsh Asset Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q2 2019 | 3 |
Arete Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Russell Investments Group, Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
DUBUQUE BANK & TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Highlander Capital Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2023 | Q1 2024 | 3 |
PRINCIPAL SECURITIES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
CHOREO, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2023 | Q2 2024 | 3 |
ORG Partners LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2023 | Q2 2024 | 3 |
Newbridge Financial Services Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Waterloo Capital, L.P. | 3 | 3 | 0.06% | 0.13% | 0.20% | Q4 2023 | Q2 2024 | 3 |
Jacobi Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Horizon Investments, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2020 | Q3 2020 | 2 |
Private Advisory Group LLC | 1 | 1 | 0.22% | 0.23% | 0.23% | Q3 2018 | Q2 2019 | 2 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
SRS Capital Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 2 |
Sound Income Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
ODonnell Financial Services, LLC | 2 | 2 | 1.00% | 1.51% | 2.02% | Q4 2021 | Q1 2022 | 2 |
Prairie Wealth Advisors, Inc. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2024 | Q2 2024 | 2 |
D. E. Shaw & Co., Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 2 |
LexAurum Advisors, LLC | 2 | 2 | 0.21% | 0.21% | 0.21% | Q3 2019 | Q4 2019 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 2 |
Edge Wealth Management LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2020 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Certified Advisory Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
U.S. Capital Wealth Advisors, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2024 | Q2 2024 | 2 |
DEUTSCHE BANK AG\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Sowell Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q2 2021 | 2 |
Focus Financial Network, Inc. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2019 | Q2 2019 | 2 |
BNP PARIBAS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Lumature Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BB&T SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Thrive Capital Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2024 | Q2 2024 | 1 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Mirae Asset Global Investments Co., Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
HORIZON BANCORP INC /IN/ | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q1 2024 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AMERIPRISE FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
HUNTINGTON NATIONAL BANK | 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 |
Farther Finance Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Bank Julius Baer & Co. Ltd, Zurich | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Triad Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Providence First Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
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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.