Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
HUNTINGTON NATIONAL BANK | 22 | 22 | 0.04% | 0.07% | 0.12% | Q2 2018 | Q3 2023 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Brookstone Capital Management | 22 | 22 | 0.03% | 0.60% | 1.66% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.00% | 0.11% | 0.30% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Well Done, LLC | 22 | 22 | 0.10% | 0.93% | 1.44% | Q2 2018 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 22 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.00% | 0.05% | 0.16% | Q2 2018 | Q3 2023 | 22 |
Invesco Ltd. | 22 | 22 | 0.00% | 0.06% | 0.18% | Q2 2018 | Q3 2023 | 22 |
QUADRANT CAPITAL GROUP LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 22 | 22 | 0.01% | 0.03% | 0.07% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.02% | 0.08% | 0.15% | Q2 2018 | Q3 2023 | 22 |
Front Row Advisors LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Janney Montgomery Scott LLC | 22 | 22 | 0.00% | 0.05% | 0.18% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 22 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Baird Financial Group, Inc. | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 22 | 22 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 22 |
MML INVESTORS SERVICES, LLC | 22 | 22 | 0.00% | 0.12% | 0.48% | Q2 2018 | Q3 2023 | 22 |
Ausdal Financial Partners, Inc. | 22 | 22 | 0.06% | 0.16% | 0.34% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.01% | 0.03% | 0.09% | Q2 2018 | Q3 2023 | 22 |
Steward Partners Investment Advisory, LLC | 22 | 22 | 0.00% | 0.03% | 0.12% | Q2 2018 | Q3 2023 | 22 |
Bogart Wealth, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Cetera Advisors LLC | 22 | 22 | 0.00% | 0.11% | 0.45% | Q2 2018 | Q3 2023 | 22 |
Cetera Advisor Networks LLC | 22 | 22 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
AdvisorNet Financial, Inc | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Private Advisor Group, LLC | 19 | 2 | 0.00% | 0.06% | 0.18% | Q2 2018 | Q3 2023 | 21 |
Tower Research Capital LLC (TRC) | 18 | 3 | 0.00% | 0.04% | 0.12% | Q2 2018 | Q3 2023 | 21 |
BLAIR WILLIAM & CO/IL | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
US BANCORP \DE\ | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
MONEYWISE, INC. | 20 | 20 | 0.18% | 2.21% | 5.30% | Q2 2018 | Q1 2023 | 20 |
FOUNDERS FINANCIAL SECURITIES LLC | 20 | 20 | 0.07% | 0.39% | 1.28% | Q2 2018 | Q1 2023 | 20 |
Snowden Capital Advisors LLC | 10 | 2 | 0.03% | 0.05% | 0.06% | Q2 2018 | Q3 2023 | 20 |
Kingsview Wealth Management, LLC | 14 | 6 | 0.02% | 0.07% | 0.14% | Q3 2018 | Q3 2023 | 20 |
Parallel Advisors, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.01% | 0.08% | 0.41% | Q4 2018 | Q3 2023 | 20 |
PFS INVESTMENTS INC. | 20 | 20 | 0.05% | 0.41% | 2.74% | Q2 2018 | Q1 2023 | 20 |
IFP Advisors, Inc | 15 | 1 | 0.00% | 0.02% | 0.09% | Q1 2016 | Q1 2023 | 20 |
JANE STREET GROUP, LLC | 14 | 6 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 20 |
FMR LLC | 18 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
RDA Financial Network | 19 | 19 | 0.58% | 0.68% | 0.79% | Q1 2019 | Q3 2023 | 19 |
D.A. DAVIDSON & CO. | 11 | 8 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 19 |
9258 Wealth Management, LLC | 19 | 19 | 0.09% | 0.49% | 1.36% | Q4 2018 | Q2 2023 | 19 |
Horizon Investments, LLC | 10 | 9 | 0.01% | 0.20% | 2.71% | Q2 2018 | Q1 2023 | 19 |
NewEdge Advisors, LLC | 19 | 19 | 0.01% | 0.03% | 0.09% | Q1 2019 | Q3 2023 | 19 |
GOLDMAN SACHS GROUP INC | 14 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 18 |
FineMark National Bank & Trust | 18 | 18 | 0.01% | 0.08% | 0.20% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
American Portfolios Advisors | 18 | 18 | 0.10% | 0.18% | 0.32% | Q2 2018 | Q3 2022 | 18 |
Citadel Advisors | 17 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
SRS Capital Advisors, Inc. | 10 | 1 | 0.00% | 0.17% | 0.38% | Q4 2018 | Q3 2023 | 18 |
ASHFORD CAPITAL MANAGEMENT INC | 17 | 17 | 0.27% | 0.39% | 0.50% | Q2 2018 | Q2 2022 | 17 |
MOODY NATIONAL BANK TRUST DIVISION | 17 | 17 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q1 2023 | 17 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
GREAT VALLEY ADVISOR GROUP, INC. | 17 | 17 | 0.05% | 0.20% | 0.27% | Q1 2019 | Q1 2023 | 17 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 12 | 5 | 0.00% | 0.04% | 0.23% | Q2 2018 | Q3 2023 | 17 |
Harvest Investment Services, LLC | 17 | 17 | 0.14% | 0.27% | 0.72% | Q3 2019 | Q3 2023 | 17 |
NATIXIS | 13 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
Belpointe Asset Management LLC | 8 | 2 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 16 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 15 | 1 | 0.01% | 0.32% | 1.48% | Q2 2018 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.02% | 0.06% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Stratos Wealth Partners, LTD. | 13 | 3 | 0.01% | 0.04% | 0.10% | Q2 2018 | Q2 2022 | 16 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 16 | 16 | 0.03% | 0.08% | 0.19% | Q4 2018 | Q3 2022 | 16 |
HBK Sorce Advisory LLC | 16 | 16 | 0.02% | 0.62% | 3.70% | Q4 2019 | Q3 2023 | 16 |
PFG Advisors | 16 | 16 | 0.02% | 0.22% | 0.94% | Q2 2018 | Q1 2022 | 16 |
SlateStone Wealth, LLC | 16 | 16 | 0.06% | 0.40% | 2.25% | Q4 2019 | Q3 2023 | 16 |
SteelPeak Wealth, LLC | 16 | 16 | 0.03% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
CALTON & ASSOCIATES, INC. | 16 | 16 | 0.08% | 0.30% | 0.59% | Q2 2018 | Q1 2022 | 16 |
Savior LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Wealthcare Advisory Partners LLC | 8 | 1 | 0.00% | 0.05% | 0.13% | Q2 2018 | Q1 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.03% | 0.06% | 0.14% | Q4 2019 | Q3 2023 | 15 |
WBI INVESTMENTS, LLC | 15 | 15 | 0.04% | 0.27% | 0.58% | Q1 2020 | Q3 2023 | 15 |
Carroll Financial Associates, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 15 |
Sigma Planning Corp | 9 | 6 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.02% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Armbruster Capital Management, Inc. | 15 | 15 | 1.30% | 1.79% | 2.05% | Q1 2020 | Q3 2023 | 15 |
REILLY FINANCIAL ADVISORS, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 15 |
Cedar Wealth Management, LLC | 15 | 15 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Capital Asset Advisory Services LLC | 9 | 6 | 0.00% | 0.25% | 0.98% | Q2 2018 | Q1 2022 | 15 |
CAPTRUST FINANCIAL ADVISORS | 9 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 15 |
Capital Analysts, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 15 |
CITIGROUP INC | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 15 |
First Personal Financial Services | 15 | 15 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
CX Institutional | 14 | 14 | 0.00% | 0.89% | 2.31% | Q2 2018 | Q3 2021 | 14 |
McNaughton Wealth Management, LLC | 14 | 14 | 0.41% | 0.53% | 0.60% | Q2 2020 | Q3 2023 | 14 |
NEXT Financial Group, Inc | 14 | 14 | 0.03% | 0.10% | 0.31% | Q3 2018 | Q4 2021 | 14 |
Pinnacle Bancorp, Inc. | 9 | 5 | 0.02% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 14 |
Spectrum Wealth Advisory Group, LLC | 14 | 14 | 0.28% | 1.99% | 5.24% | Q2 2020 | Q3 2023 | 14 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.17% | 0.37% | 0.68% | Q2 2018 | Q2 2023 | 14 |
Cordasco Financial Network | 14 | 14 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q2 2022 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
Sculati Wealth Management, LLC | 14 | 14 | 0.66% | 1.20% | 1.44% | Q2 2020 | Q3 2023 | 14 |
American Financial Advisors, LLC | 9 | 5 | 0.10% | 1.11% | 3.48% | Q1 2020 | Q3 2023 | 14 |
Laidlaw Wealth Management LLC | 13 | 13 | 0.25% | 0.48% | 0.64% | Q3 2020 | Q3 2023 | 13 |
TRUSTCORE FINANCIAL SERVICES, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2021 | 13 |
Qube Research & Technologies Ltd | 8 | 2 | 0.00% | 0.02% | 0.08% | Q1 2020 | Q3 2023 | 13 |
Advisory Services Network, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 13 |
Miracle Mile Advisors, LLC | 13 | 13 | 0.06% | 0.18% | 0.22% | Q3 2020 | Q3 2023 | 13 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Financial Advocates Investment Management | 13 | 13 | 0.03% | 0.10% | 0.23% | Q2 2019 | Q2 2022 | 13 |
First Heartland Consultants, Inc. | 13 | 13 | 0.03% | 0.15% | 0.49% | Q2 2018 | Q2 2021 | 13 |
Rockefeller Capital Management L.P. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
Advocacy Wealth Management Services, LLC | 13 | 13 | 0.01% | 1.32% | 3.17% | Q2 2018 | Q2 2021 | 13 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
American Research & Management Co. | 12 | 12 | 0.44% | 0.65% | 0.99% | Q4 2019 | Q3 2022 | 12 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.17% | 1.64% | Q2 2018 | Q2 2022 | 12 |
Navis Wealth Advisors, LLC | 12 | 12 | 0.95% | 1.28% | 1.88% | Q4 2020 | Q3 2023 | 12 |
PSI Advisors, LLC | 7 | 5 | 0.00% | 0.10% | 0.33% | Q4 2019 | Q3 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.12% | 0.18% | 0.26% | Q4 2020 | Q3 2023 | 12 |
ProVise Management Group, LLC | 12 | 12 | 0.03% | 0.15% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Ridgewood Investments LLC | 8 | 2 | 0.07% | 0.21% | 0.32% | Q2 2018 | Q2 2023 | 12 |
True Link Financial Advisors, LLC | 12 | 12 | 0.09% | 0.13% | 0.20% | Q4 2020 | Q3 2023 | 12 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 12 | 12 | 0.13% | 0.32% | 0.71% | Q2 2019 | Q1 2022 | 12 |
First Horizon Advisors, Inc. | 8 | 4 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2021 | 12 |
JNBA Financial Advisors | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 12 |
Winslow, Evans & Crocker, Inc. | 11 | 11 | 0.04% | 0.22% | 0.33% | Q2 2018 | Q4 2020 | 11 |
Asset Dedication, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 11 |
Alta Wealth Advisors LLC | 11 | 11 | 0.12% | 0.17% | 0.23% | Q4 2020 | Q2 2023 | 11 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 11 | 11 | 0.05% | 0.19% | 0.40% | Q3 2019 | Q1 2022 | 11 |
Executive Wealth Management, LLC | 11 | 11 | 0.02% | 2.14% | 4.68% | Q4 2018 | Q2 2021 | 11 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 11 |
Pacific Center for Financial Services | 11 | 11 | 0.04% | 0.37% | 0.86% | Q2 2018 | Q4 2020 | 11 |
AE Wealth Management LLC | 3 | 1 | 0.00% | 0.09% | 0.51% | Q4 2019 | Q3 2023 | 10 |
Southland Equity Partners LLC | 10 | 10 | 0.08% | 0.11% | 0.14% | Q4 2020 | Q1 2023 | 10 |
Partnervest Advisory Services LLC | 10 | 10 | 0.12% | 0.30% | 0.38% | Q2 2018 | Q3 2020 | 10 |
COURIER CAPITAL LLC | 10 | 10 | 0.04% | 0.05% | 0.07% | Q2 2018 | Q3 2020 | 10 |
STIFEL FINANCIAL CORP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
Horan Securities, Inc. | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 10 |
Allworth Financial LP | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 10 |
OneDigital Investment Advisors LLC | 8 | 2 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q1 2022 | 10 |
Western Wealth Management, LLC | 9 | 1 | 0.02% | 0.26% | 1.13% | Q4 2018 | Q3 2022 | 10 |
First Allied Advisory Services, Inc. | 10 | 10 | 0.01% | 0.08% | 0.16% | Q2 2018 | Q3 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.08% | 0.12% | 0.15% | Q1 2021 | Q3 2023 | 10 |
Trilogy Capital Inc. | 10 | 10 | 0.02% | 0.44% | 1.45% | Q2 2021 | Q3 2023 | 10 |
KAYS FINANCIAL ADVISORY CORP /ADV | 10 | 10 | 0.04% | 3.52% | 5.29% | Q1 2018 | Q2 2020 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
LifePlan Financial Group, Inc | 10 | 10 | 0.08% | 0.09% | 0.11% | Q2 2018 | Q3 2020 | 10 |
Professional Financial Advisors, LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2022 | 9 |
Private Portfolio Partners LLC | 9 | 9 | 0.10% | 0.19% | 0.29% | Q4 2018 | Q4 2020 | 9 |
Gradient Investments LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 9 |
Moloney Securities Asset Management, LLC | 9 | 9 | 0.58% | 1.56% | 2.25% | Q2 2018 | Q2 2020 | 9 |
CENTRAL TRUST Co | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 9 |
Leelyn Smith, LLC | 9 | 9 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q4 2021 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 0.41% | 0.51% | 0.76% | Q1 2020 | Q1 2022 | 9 |
Carnegie Capital Asset Management, LLC | 9 | 9 | 0.03% | 0.10% | 0.15% | Q4 2018 | Q4 2020 | 9 |
Sanford Advisory Services, LLC | 9 | 9 | 0.96% | 1.27% | 1.94% | Q4 2020 | Q4 2022 | 9 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 8 | 1 | 0.00% | 0.04% | 0.05% | Q2 2018 | Q2 2022 | 9 |
BANK OF MONTREAL /CAN/ | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 9 |
Santori & Peters, Inc. | 9 | 9 | 0.34% | 0.68% | 0.96% | Q2 2018 | Q2 2020 | 9 |
Patriot Financial Group Insurance Agency, LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2022 | 9 |
SMITH, MOORE & CO. | 9 | 9 | 0.08% | 0.14% | 0.18% | Q2 2018 | Q2 2020 | 9 |
High Net Worth Advisory Group LLC | 8 | 8 | 0.09% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 8 |
TRUE Private Wealth Advisors | 8 | 8 | 0.00% | 0.60% | 0.94% | Q2 2018 | Q1 2020 | 8 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
VICUS CAPITAL | 8 | 8 | 0.04% | 0.07% | 0.09% | Q2 2018 | Q1 2020 | 8 |
WealthShield Partners, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 8 |
RAYMOND JAMES TRUST N.A. | 7 | 1 | 0.01% | 0.04% | 0.08% | Q2 2018 | Q3 2020 | 8 |
City State Bank | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 8 | 8 | 0.03% | 0.05% | 0.06% | Q2 2018 | Q1 2020 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Sargent Bickham Lagudis LLC | 7 | 1 | 0.00% | 0.04% | 0.04% | Q2 2018 | Q1 2022 | 8 |
Capital Bank & Trust Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
Sweet Financial Partners, LLC | 8 | 8 | 0.06% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
BROWN ADVISORY INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
Fortis Advisors, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q1 2020 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.19% | 1.11% | 3.15% | Q4 2021 | Q3 2023 | 8 |
SIGNATUREFD, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 8 |
Eagle Strategies LLC | 8 | 8 | 0.06% | 0.09% | 0.14% | Q4 2021 | Q3 2023 | 8 |
BlackRock Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 8 |
Avant Capital LLC | 8 | 8 | 0.38% | 0.51% | 0.69% | Q4 2021 | Q3 2023 | 8 |
Jaffetilchin Investment Partners, LLC | 6 | 2 | 0.02% | 0.07% | 0.10% | Q4 2018 | Q4 2021 | 8 |
Plante Moran Financial Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
Fragasso Group Inc. | 7 | 7 | 0.04% | 0.11% | 0.38% | Q3 2018 | Q1 2020 | 7 |
Unified Trust Company, N.A. | 7 | 7 | 0.40% | 9.36% | 12.01% | Q4 2018 | Q2 2020 | 7 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.01% | 0.07% | 0.14% | Q3 2019 | Q1 2023 | 7 |
Cedar Brook Financial Partners, LLC | 7 | 7 | 0.14% | 0.22% | 0.30% | Q4 2018 | Q2 2020 | 7 |
Simplicity Solutions, LLC | 4 | 1 | 0.02% | 0.13% | 0.49% | Q2 2018 | Q4 2020 | 7 |
CreativeOne Wealth, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 7 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 7 | 7 | 0.00% | 3.50% | 6.64% | Q2 2019 | Q4 2020 | 7 |
Advisory Alpha, LLC | 6 | 1 | 0.02% | 0.10% | 0.22% | Q4 2018 | Q3 2020 | 7 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Lindbrook Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
LINCOLN NATIONAL CORP | 6 | 1 | 0.05% | 0.09% | 0.12% | Q2 2018 | Q2 2020 | 7 |
Creative Planning | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Bank of New York Mellon Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
CFS Investment Advisory Services, LLC | 6 | 1 | 0.09% | 0.15% | 0.20% | Q4 2020 | Q4 2022 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.02% | 0.08% | 0.12% | Q2 2018 | Q4 2019 | 7 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 7 |
Valeo Financial Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
IFG Advisory, LLC | 7 | 7 | 0.11% | 0.16% | 0.24% | Q3 2019 | Q1 2021 | 7 |
Gateway Advisory, LLC | 7 | 7 | 0.29% | 0.35% | 0.46% | Q2 2018 | Q4 2019 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
JPMORGAN CHASE & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 7 |
LEVEL FOUR ADVISORY SERVICES, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q2 2021 | 7 |
Atria Investments, Inc | 7 | 7 | 0.70% | 0.93% | 1.22% | Q2 2018 | Q4 2019 | 7 |
Paragon Wealth Strategies, LLC | 7 | 7 | 0.68% | 4.04% | 7.46% | Q2 2018 | Q4 2019 | 7 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.08% | 0.23% | 0.35% | Q4 2021 | Q3 2023 | 6 |
FIFTH THIRD BANCORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 6 |
Darwin Wealth Management, LLC | 6 | 6 | 0.06% | 0.18% | 0.26% | Q1 2019 | Q2 2020 | 6 |
Parkside Financial Bank & Trust | 5 | 1 | 0.00% | 0.02% | 0.02% | Q2 2018 | Q1 2020 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.04% | 0.07% | Q2 2018 | Q3 2019 | 6 |
Pensionmark Financial Group, LLC | 5 | 1 | 0.06% | 0.09% | 0.12% | Q4 2019 | Q3 2022 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.04% | 0.11% | 0.19% | Q3 2018 | Q4 2019 | 6 |
Spire Wealth Management | 6 | 6 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q2 2022 | 6 |
Polaris Wealth Advisory Group, LLC | 3 | 1 | 0.05% | 0.23% | 0.34% | Q3 2019 | Q3 2023 | 6 |
West Coast Financial LLC | 5 | 1 | 0.04% | 2.27% | 3.63% | Q2 2019 | Q1 2021 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.01% | 0.12% | 0.20% | Q4 2019 | Q1 2021 | 6 |
BB&T SECURITIES, LLC | 6 | 6 | 0.02% | 0.04% | 0.11% | Q2 2018 | Q3 2019 | 6 |
Cornerstone Wealth Management, LLC | 5 | 1 | 0.01% | 0.04% | 0.05% | Q2 2018 | Q1 2020 | 6 |
Claraphi Advisory Network, LLC | 6 | 6 | 0.19% | 0.63% | 1.56% | Q4 2018 | Q1 2020 | 6 |
AXA S.A. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
QP WEALTH MANAGEMENT, LLC | 4 | 2 | 0.31% | 0.39% | 0.46% | Q4 2019 | Q3 2022 | 6 |
American Financial Network Advisory Services LLC | 5 | 5 | 0.16% | 0.61% | 0.92% | Q2 2018 | Q2 2019 | 5 |
IHT Wealth Management, LLC | 5 | 5 | 0.06% | 0.14% | 0.24% | Q4 2019 | Q4 2020 | 5 |
CENTAURUS FINANCIAL, INC. | 5 | 5 | 0.02% | 0.07% | 0.20% | Q2 2018 | Q2 2019 | 5 |
BOKF, NA | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Certified Advisory Corp | 5 | 5 | 0.05% | 0.16% | 0.30% | Q2 2019 | Q2 2020 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q3 2022 | 5 |
V Wealth Advisors LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q1 2022 | 5 |
ETFIDEA, LLC | 5 | 5 | 0.10% | 0.22% | 0.33% | Q2 2022 | Q2 2023 | 5 |
FinTrust Capital Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Sequoia Wealth Management, LLC | 5 | 5 | 7.42% | 8.27% | 9.28% | Q2 2018 | Q2 2019 | 5 |
Ameritas Investment Company, LLC | 2 | 1 | 0.01% | 0.03% | 0.09% | Q4 2018 | Q1 2021 | 5 |
Glassman Wealth Services | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2021 | 5 |
Lloyd Advisory Services, LLC. | 5 | 5 | 0.02% | 0.73% | 2.05% | Q4 2020 | Q4 2021 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
WEALTHSOURCE PARTNERS, LLC | 3 | 2 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q4 2019 | 5 |
B. Riley Wealth Advisors, Inc. | 4 | 1 | 0.01% | 0.09% | 0.14% | Q2 2019 | Q1 2021 | 5 |
Lake Point Wealth Management | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 5 |
Merit Financial Group, LLC | 5 | 5 | 0.14% | 0.22% | 0.31% | Q2 2018 | Q2 2019 | 5 |
BALDWIN BROTHERS LLC/MA | 5 | 5 | 0.09% | 0.12% | 0.16% | Q4 2022 | Q4 2023 | 5 |
HighTower Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Legacy Trust | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Intrua Financial, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q1 2022 | 4 |
Capital Advisors, Ltd. LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q4 2019 | 4 |
Avestar Capital, LLC | 4 | 4 | 0.31% | 1.51% | 2.06% | Q2 2022 | Q1 2023 | 4 |
SUNTRUST BANKS INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
WealthPLAN Partners, LLC | 4 | 4 | 0.14% | 0.16% | 0.17% | Q1 2019 | Q4 2019 | 4 |
CVA Family Office, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2021 | 4 |
Armor Investment Advisors, LLC | 4 | 4 | 0.18% | 0.19% | 0.19% | Q1 2019 | Q4 2019 | 4 |
Baystate Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.04% | 0.12% | 0.25% | Q4 2022 | Q3 2023 | 4 |
DIMENSION CAPITAL MANAGEMENT LLC | 4 | 4 | 0.09% | 0.12% | 0.13% | Q1 2022 | Q4 2022 | 4 |
MRA Associates USA LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Global Trust Asset Management, LLC | 4 | 4 | 0.26% | 0.50% | 0.83% | Q1 2019 | Q4 2019 | 4 |
SeaCrest Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q1 2019 | 4 |
MERCER GLOBAL ADVISORS INC /ADV | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.02% | 0.06% | 0.18% | Q1 2019 | Q2 2020 | 4 |
FDx Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 4 |
NWAM LLC | 2 | 1 | 0.03% | 0.04% | 0.06% | Q3 2019 | Q4 2020 | 4 |
20/20 Capital Management, Inc. | 4 | 4 | 1.04% | 1.84% | 2.88% | Q4 2019 | Q3 2020 | 4 |
ERn Financial, LLC | 4 | 4 | 0.13% | 0.15% | 0.16% | Q1 2019 | Q4 2019 | 4 |
PERSONAL CFO SOLUTIONS, LLC | 4 | 4 | 0.19% | 0.37% | 0.47% | Q3 2019 | Q2 2020 | 4 |
Larson Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.07% | 0.16% | Q1 2021 | Q1 2022 | 4 |
McKinley Carter Wealth Services, Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.79% | 0.87% | 0.97% | Q4 2018 | Q3 2019 | 4 |
Symmetry Partners, LLC | 4 | 4 | 0.07% | 0.14% | 0.17% | Q3 2020 | Q2 2021 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 4 |
Migdal Insurance & Financial Holdings Ltd. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q3 2018 | Q2 2019 | 4 |
CHELSEA COUNSEL CO | 4 | 4 | 0.36% | 0.38% | 0.41% | Q4 2022 | Q3 2023 | 4 |
BEAM WEALTH ADVISORS, INC. | 4 | 4 | 0.36% | 0.82% | 1.00% | Q4 2019 | Q3 2020 | 4 |
Wealth Advisory Solutions, LLC | 4 | 4 | 0.28% | 0.36% | 0.47% | Q4 2019 | Q3 2020 | 4 |
FSC Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.07% | 0.14% | Q4 2021 | Q3 2022 | 4 |
Daniels&Tansey,LLP | 4 | 4 | 0.09% | 0.09% | 0.10% | Q1 2021 | Q4 2021 | 4 |
WEDBUSH SECURITIES INC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q1 2020 | 4 |
JACOBSON & SCHMITT ADVISORS, LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q1 2022 | 4 |
Destiny Capital Corp/CO | 3 | 3 | 0.23% | 0.26% | 0.28% | Q4 2022 | Q2 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Smithfield Trust Co | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2020 | 3 |
First Financial Bank - Trust Division | 3 | 3 | 0.11% | 0.11% | 0.11% | Q3 2018 | Q1 2019 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.25% | 0.28% | 0.33% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
G&S Capital LLC | 3 | 3 | 1.06% | 1.08% | 1.11% | Q2 2019 | Q4 2019 | 3 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2023 | 3 |
Estate Counselors, LLC | 3 | 3 | 0.50% | 0.85% | 1.04% | Q4 2018 | Q2 2019 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 0.20% | 0.23% | 0.24% | Q4 2020 | Q2 2021 | 3 |
CHOREO, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Redhawk Wealth Advisors, Inc. | 3 | 3 | 0.01% | 1.63% | 2.46% | Q2 2019 | Q4 2019 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Pinion Investment Advisors, LLC | 3 | 3 | 0.79% | 0.80% | 0.82% | Q1 2020 | Q3 2020 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Quaker Wealth Management, LLC | 3 | 3 | 0.38% | 0.66% | 0.95% | Q4 2019 | Q2 2020 | 3 |
DB Wealth Management Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Crumly & Associates Inc. | 3 | 3 | 1.38% | 3.96% | 5.51% | Q4 2019 | Q2 2020 | 3 |
DEUTSCHE BANK AG\ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 3 |
Verde Capital Management | 3 | 3 | 4.41% | 4.70% | 4.99% | Q4 2019 | Q2 2020 | 3 |
Provident Wealth Management, LLC | 2 | 1 | 0.01% | 1.43% | 2.25% | Q4 2019 | Q3 2020 | 3 |
Grey Fox Wealth Advisors, LLC | 3 | 3 | 0.27% | 0.34% | 0.43% | Q4 2022 | Q2 2023 | 3 |
Jackson Hole Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Bell Rock Capital LLC | 3 | 3 | 0.02% | 0.08% | 0.11% | Q2 2019 | Q4 2019 | 3 |
JFS WEALTH ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TWO SIGMA ADVISERS, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.22% | 0.28% | 0.31% | Q2 2019 | Q4 2019 | 3 |
BARCLAYS PLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 3 |
Milestone Advisory Partners | 2 | 1 | 1.49% | 3.88% | 5.13% | Q2 2018 | Q4 2019 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Sandy Spring Bank | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 3 |
J Arnold Wealth Management Co | 2 | 2 | 0.23% | 0.23% | 0.23% | Q3 2021 | Q4 2021 | 2 |
TWO SIGMA INVESTMENTS, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.16% | 0.22% | 0.29% | Q1 2022 | Q4 2022 | 2 |
1832 Asset Management L.P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Premia Global Advisors, LLC | 2 | 2 | 1.56% | 1.61% | 1.65% | Q2 2019 | Q3 2019 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
BT Wealth Management LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Virtu Financial LLC | 1 | 1 | 0.05% | 0.08% | 0.11% | Q3 2018 | Q3 2020 | 2 |
Portfolio Strategies, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Wagner Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
FIFTH THIRD SECURITIES, INC. | 1 | 1 | 0.17% | 0.21% | 0.24% | Q4 2019 | Q2 2020 | 2 |
Rehmann Capital Advisory Group | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.90% | 1.81% | Q4 2019 | Q3 2020 | 2 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Hayden Royal, LLC | 2 | 2 | 0.13% | 0.15% | 0.17% | Q4 2019 | Q1 2020 | 2 |
CLIENT 1ST ADVISORY GROUP, LLC | 2 | 2 | 0.32% | 0.71% | 1.10% | Q4 2019 | Q1 2020 | 2 |
Mariner, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Sage Mountain Advisors LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 2 |
New Capital Management LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Wechter Feldman Wealth Management, Inc. | 2 | 2 | 0.29% | 0.30% | 0.30% | Q2 2018 | Q3 2018 | 2 |
Vestpro Financial Partners, Inc. dba CPF Texas | 2 | 2 | 1.32% | 1.38% | 1.45% | Q2 2018 | Q3 2018 | 2 |
Schneider Downs Wealth Management Advisors, LP | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q2 2020 | 2 |
PFG Private Wealth Management, LLC | 2 | 2 | 1.65% | 1.67% | 1.69% | Q4 2019 | Q1 2020 | 2 |
Laurel Wealth Advisors, Inc. | 2 | 2 | 1.09% | 1.15% | 1.22% | Q4 2019 | Q1 2020 | 2 |
Disciplined Investments, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 2 |
KWMG, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
1776 Wealth LLC | 2 | 2 | 0.85% | 0.94% | 1.02% | Q4 2019 | Q1 2020 | 2 |
Lowe Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Arden Trust Co | 2 | 2 | 1.88% | 2.36% | 2.84% | Q1 2023 | Q2 2023 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Smart Money Group LLC | 2 | 2 | 1.80% | 2.88% | 3.96% | Q4 2019 | Q1 2020 | 2 |
Princeton Global Asset Management LLC | 2 | 2 | 0.23% | 0.33% | 0.42% | Q1 2020 | Q2 2020 | 2 |
Silicon Hills Wealth Management, LLC | 2 | 2 | 0.54% | 0.62% | 0.70% | Q2 2020 | Q3 2020 | 2 |
OPTIMUM INVESTMENT ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Lodestone Wealth Management LLC | 2 | 2 | 0.37% | 0.38% | 0.40% | Q4 2022 | Q1 2023 | 2 |
VIVID FINANCIAL MANAGEMENT, INC. | 2 | 2 | 1.00% | 1.06% | 1.12% | Q4 2019 | Q1 2020 | 2 |
Global Financial Private Capital, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Trexquant Investment LP | 1 | 1 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q3 2020 | 2 |
BREITER CAPITAL MANAGEMENT INC | 2 | 2 | 0.81% | 1.13% | 1.46% | Q4 2019 | Q1 2020 | 2 |
John W. Brooker & Co., CPAs | 2 | 2 | 0.54% | 0.64% | 0.73% | Q4 2019 | Q1 2020 | 2 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2020 | 2 |
Gladstone Institutional Advisory LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.02% | 0.09% | 0.16% | Q4 2019 | Q1 2020 | 2 |
Garden State Investment Advisory Services LLC | 2 | 2 | 0.24% | 0.28% | 0.32% | Q2 2023 | Q3 2023 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 2 |
Ballew Advisors, Inc | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q3 2018 | 2 |
Sullivan, Bruyette, Speros & Blaney, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
HL FINANCIAL SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Curtis Advisory Group, LLC | 2 | 2 | 0.47% | 0.55% | 0.63% | Q4 2019 | Q1 2020 | 2 |
Personal Wealth Partners | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Crescent Capital Consulting, LLC | 2 | 2 | 0.01% | 0.07% | 0.13% | Q4 2020 | Q1 2021 | 2 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2021 | Q1 2021 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2019 | Q4 2019 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Waverton Investment Management Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
COMMERCE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
HNP Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Tatro Capital, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
Minot Wealth Management LLC | 1 | 1 | 3.24% | 3.24% | 3.24% | Q4 2019 | Q4 2019 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WealthOne, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
CXI Advisors | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
DESTINY CAPITAL SECURITIES CORPORATION | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2021 | Q4 2021 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2020 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Core Wealth Advisors, Inc. | 1 | 1 | 5.39% | 5.39% | 5.39% | Q4 2019 | Q4 2019 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2019 | Q4 2019 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Eagle Bluffs Wealth Management LLC | 1 | 1 | 2.18% | 2.18% | 2.18% | Q3 2023 | Q3 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2018 | Q3 2018 | 1 |
WJ Wealth Management, LLC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q4 2019 | Q4 2019 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 1.20% | 1.20% | 1.20% | Q4 2019 | Q4 2019 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 1.35% | 1.35% | 1.35% | Q3 2019 | Q3 2019 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2019 | Q3 2019 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Westover Capital Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q2 2019 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2021 | Q1 2021 | 1 |
Anchor Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Sowa Financial Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.85% | 0.85% | 0.85% | Q4 2019 | Q4 2019 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Valmark Advisers, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Lee Financial Group Hawaii, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2018 | Q3 2018 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Paragon Advisors, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q1 2020 | Q1 2020 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.09% | 0.09% | 0.09% | 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.