Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 34 |
Citadel Advisors | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 33 |
Cutler Group LLC / CA | 11 | 11 | 0.00% | 0.00% | 0.03% | Q1 2021 | Q3 2023 | 30 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 16 |
Anchor Investment Management, LLC | 13 | 13 | 0.00% | 0.17% | 0.53% | Q4 2020 | Q4 2023 | 13 |
OPTIMUM INVESTMENT ADVISORS | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2023 | 13 |
Raymond James Financial Services Advisors, Inc. | 12 | 12 | 0.01% | 0.11% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Safeguard Investment Advisory Group, LLC | 12 | 12 | 0.48% | 2.33% | 3.07% | Q4 2020 | Q3 2023 | 12 |
COMMONWEALTH EQUITY SERVICES, LLC | 12 | 12 | 0.00% | 0.03% | 0.10% | Q4 2020 | Q3 2023 | 12 |
D.A. DAVIDSON & CO. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
ROYAL BANK OF CANADA | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
MORGAN STANLEY | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
MML INVESTORS SERVICES, LLC | 12 | 12 | 0.04% | 0.09% | 0.18% | Q4 2020 | Q3 2023 | 12 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 12 | 12 | 0.56% | 1.54% | 3.27% | Q4 2020 | Q3 2023 | 12 |
FIRST FINANCIAL CORP /IN/ | 12 | 12 | 0.01% | 0.14% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Cetera Advisors LLC | 12 | 12 | 0.10% | 0.19% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Cambridge Investment Research Advisors, Inc. | 12 | 12 | 0.00% | 0.04% | 0.11% | Q4 2020 | Q3 2023 | 12 |
OSAIC HOLDINGS, INC. | 12 | 12 | 0.04% | 0.22% | 0.53% | Q4 2020 | Q3 2023 | 12 |
HOLLENCREST CAPITAL MANAGEMENT | 12 | 12 | 0.12% | 0.69% | 1.33% | Q4 2020 | Q3 2023 | 12 |
Frank, Rimerman Advisors LLC | 12 | 12 | 0.97% | 6.65% | 15.24% | Q4 2020 | Q3 2023 | 12 |
PNC FINANCIAL SERVICES GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
FMR LLC | 12 | 12 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Belpointe Asset Management LLC | 12 | 12 | 0.02% | 0.08% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Geneos Wealth Management Inc. | 12 | 12 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 12 |
ENVESTNET ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.06% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Prism Advisors, Inc. | 12 | 12 | 1.19% | 3.33% | 4.75% | Q4 2020 | Q3 2023 | 12 |
HBW ADVISORY SERVICES LLC | 11 | 11 | 0.08% | 0.20% | 0.50% | Q1 2021 | Q3 2023 | 11 |
HUNTINGTON NATIONAL BANK | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
BANK OF MONTREAL /CAN/ | 9 | 2 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 11 |
GPS Wealth Strategies Group, LLC | 11 | 11 | 0.42% | 0.97% | 1.59% | Q1 2021 | Q3 2023 | 11 |
Congress Park Capital LLC | 11 | 11 | 0.13% | 0.45% | 1.41% | Q1 2021 | Q3 2023 | 11 |
Rehmann Capital Advisory Group | 11 | 11 | 0.04% | 0.23% | 0.46% | Q1 2021 | Q3 2023 | 11 |
Stockman Wealth Management, Inc. | 11 | 11 | 0.16% | 1.25% | 2.28% | Q1 2021 | Q3 2023 | 11 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 11 | 0.01% | 0.13% | 0.23% | Q1 2021 | Q3 2023 | 11 |
LPL Financial LLC | 11 | 11 | 0.04% | 0.18% | 0.40% | Q1 2021 | Q3 2023 | 11 |
Tower Research Capital LLC (TRC) | 9 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
US BANCORP \DE\ | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Retirement Group, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
BANK OF AMERICA CORP /DE/ | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 11 |
THRIVENT FINANCIAL FOR LUTHERANS | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
AMERIPRISE FINANCIAL INC | 11 | 11 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Gerber Kawasaki Wealth & Investment Management | 11 | 11 | 0.31% | 3.48% | 6.28% | Q1 2021 | Q3 2023 | 11 |
Invesco Ltd. | 11 | 11 | 0.00% | 0.09% | 0.23% | Q1 2021 | Q3 2023 | 11 |
IFP Advisors, Inc | 11 | 11 | 0.00% | 0.07% | 0.14% | Q1 2021 | Q3 2023 | 11 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 11 | 11 | 0.07% | 0.47% | 0.98% | Q1 2021 | Q3 2023 | 11 |
RAYMOND JAMES & ASSOCIATES | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Private Advisor Group, LLC | 11 | 11 | 0.01% | 0.17% | 0.42% | Q1 2021 | Q3 2023 | 11 |
Roble, Belko & Company, Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
LINCOLN NATIONAL CORP | 11 | 11 | 0.02% | 0.13% | 0.28% | Q1 2021 | Q3 2023 | 11 |
Kestra Advisory Services, LLC | 7 | 3 | 0.00% | 0.04% | 0.19% | Q1 2021 | Q3 2023 | 10 |
Global Retirement Partners, LLC | 7 | 3 | 0.00% | 0.09% | 0.22% | Q1 2021 | Q3 2023 | 10 |
Ranch Capital Advisors Inc. | 7 | 3 | 0.02% | 0.34% | 0.67% | Q1 2021 | Q3 2023 | 10 |
Colonial River Wealth Management, LLC | 8 | 2 | 1.09% | 1.62% | 2.39% | Q1 2021 | Q3 2023 | 10 |
IEQ CAPITAL, LLC | 10 | 10 | 0.01% | 0.34% | 0.64% | Q2 2021 | Q3 2023 | 10 |
Truvestments Capital LLC | 6 | 4 | 0.00% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 10 |
Western Wealth Management, LLC | 8 | 2 | 0.06% | 0.81% | 1.54% | Q1 2021 | Q3 2023 | 10 |
WELLS FARGO & COMPANY/MN | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Derbend Asset Management | 10 | 10 | 0.21% | 0.67% | 1.36% | Q2 2021 | Q3 2023 | 10 |
Mirae Asset Global Investments Co., Ltd. | 10 | 10 | 0.02% | 0.31% | 0.58% | Q2 2021 | Q3 2023 | 10 |
SRS Capital Advisors, Inc. | 10 | 10 | 0.00% | 1.28% | 3.51% | Q2 2021 | Q3 2023 | 10 |
Aurora Private Wealth, Inc. | 10 | 10 | 0.14% | 0.26% | 0.49% | Q1 2021 | Q2 2023 | 10 |
Leith Wheeler Investment Counsel Ltd. | 10 | 10 | 2.69% | 3.14% | 3.62% | Q3 2021 | Q4 2023 | 10 |
Diversified, LLC | 10 | 10 | 3.60% | 9.05% | 13.02% | Q2 2021 | Q3 2023 | 10 |
Good Life Advisors, LLC | 10 | 10 | 0.09% | 0.20% | 0.52% | Q2 2021 | Q3 2023 | 10 |
Running Point Capital Advisors, LLC | 7 | 3 | 0.13% | 0.83% | 1.87% | Q1 2021 | Q3 2023 | 10 |
UBS Group AG | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | 10 | 0.00% | 0.06% | 0.25% | Q2 2021 | Q3 2023 | 10 |
Cornerstone Wealth Management, LLC | 7 | 3 | 0.05% | 0.20% | 0.30% | Q1 2021 | Q3 2023 | 10 |
Stratos Wealth Partners, LTD. | 6 | 3 | 0.01% | 0.25% | 0.57% | Q2 2021 | Q3 2023 | 9 |
TD Capital Management LLC | 9 | 9 | 0.04% | 0.09% | 0.14% | Q3 2021 | Q3 2023 | 9 |
AdvisorNet Financial, Inc | 9 | 9 | 0.00% | 0.02% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Beacon Pointe Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Column Capital Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Realta Investment Advisors | 9 | 9 | 0.11% | 0.14% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Cetera Investment Advisers | 9 | 9 | 0.01% | 0.06% | 0.21% | Q3 2021 | Q3 2023 | 9 |
Newbridge Financial Services Group, Inc. | 9 | 9 | 0.06% | 0.09% | 0.13% | Q3 2021 | Q3 2023 | 9 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
Jaffetilchin Investment Partners, LLC | 9 | 9 | 0.03% | 0.14% | 0.41% | Q3 2021 | Q3 2023 | 9 |
WC Walker & Associates, Inc. | 9 | 9 | 0.88% | 1.39% | 1.80% | Q4 2020 | Q4 2022 | 9 |
Essex Financial Services, Inc. | 9 | 9 | 0.03% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
SMITH SHELLNUT WILSON LLC /ADV | 9 | 9 | 0.40% | 1.01% | 1.26% | Q3 2021 | Q3 2023 | 9 |
NATIXIS | 5 | 4 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 9 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 9 | 9 | 0.03% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Cetera Advisor Networks LLC | 9 | 9 | 0.01% | 0.09% | 0.29% | Q3 2021 | Q3 2023 | 9 |
Rollins Financial | 8 | 1 | 0.10% | 0.46% | 1.33% | Q2 2021 | Q3 2023 | 9 |
GOLDMAN SACHS GROUP INC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
Meridian Wealth Management, LLC | 9 | 9 | 0.06% | 0.18% | 0.29% | Q3 2021 | Q3 2023 | 9 |
First Heartland Consultants, Inc. | 9 | 9 | 0.04% | 0.20% | 0.39% | Q3 2021 | Q3 2023 | 9 |
Apexium Financial, LP | 8 | 8 | 0.13% | 0.50% | 1.55% | Q4 2021 | Q3 2023 | 8 |
Whelan Financial | 8 | 8 | 15.57% | 17.34% | 19.46% | Q4 2021 | Q3 2023 | 8 |
TRUIST FINANCIAL CORP | 7 | 1 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 8 |
WASHINGTON TRUST Co | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Patriot Financial Group Insurance Agency, LLC | 6 | 2 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 8 |
PCG Wealth Advisors, LLC | 8 | 8 | 0.28% | 0.66% | 1.07% | Q4 2021 | Q3 2023 | 8 |
WEST MICHIGAN ADVISORS, LLC | 8 | 8 | 0.23% | 3.15% | 7.65% | Q4 2021 | Q3 2023 | 8 |
Ancora Advisors LLC | 8 | 8 | 0.17% | 0.27% | 0.34% | Q4 2021 | Q3 2023 | 8 |
OneDigital Investment Advisors LLC | 8 | 8 | 0.10% | 0.22% | 0.37% | Q4 2021 | Q3 2023 | 8 |
STIFEL FINANCIAL CORP | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Equitable Holdings, Inc. | 8 | 8 | 0.01% | 0.07% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Union Investments & Development Ltd. | 8 | 8 | 24.44% | 29.80% | 35.54% | Q4 2021 | Q3 2023 | 8 |
Creative Planning | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 8 | 8 | 0.10% | 0.12% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Verde Capital Management | 8 | 8 | 3.80% | 7.11% | 9.72% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.25% | 0.28% | 0.32% | Q4 2021 | Q3 2023 | 8 |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 8 | 8 | 0.37% | 0.43% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Key FInancial Inc | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
DENVER WEALTH MANAGEMENT, INC. | 6 | 1 | 6.78% | 10.63% | 12.63% | Q1 2021 | Q3 2023 | 8 |
SIGNATUREFD, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Emerald Advisors, LLC | 8 | 8 | 0.12% | 0.16% | 0.22% | Q4 2021 | Q3 2023 | 8 |
WBH ADVISORY INC | 5 | 3 | 0.47% | 0.54% | 0.66% | Q3 2021 | Q3 2023 | 8 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
PSI Advisors, LLC | 8 | 8 | 0.00% | 0.16% | 0.83% | Q4 2021 | Q3 2023 | 8 |
Bogart Wealth, LLC | 8 | 8 | 0.00% | 0.07% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Financial Advocates Investment Management | 8 | 8 | 0.01% | 0.07% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Sutton Wealth Advisors Inc. | 8 | 8 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Horizon Wealth Management, LLC | 8 | 8 | 0.94% | 5.55% | 12.29% | Q4 2021 | Q3 2023 | 8 |
Round Rock Advisors, LLC | 8 | 8 | 0.11% | 0.54% | 0.77% | Q4 2021 | Q3 2023 | 8 |
Sandy Spring Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 1.52% | 2.19% | 2.83% | Q1 2021 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Baystate Wealth Management LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
VANCE WEALTH, INC. | 8 | 8 | 2.17% | 5.88% | 10.93% | Q4 2021 | Q3 2023 | 8 |
Keebeck Wealth Management, LLC | 7 | 7 | 0.12% | 0.14% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Advisors Capital Management, LLC | 4 | 3 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 7 |
Steward Partners Investment Advisory, LLC | 7 | 7 | 0.00% | 0.04% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.01% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 7 |
Biltmore Family Office, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Intrua Financial, LLC | 7 | 7 | 0.49% | 1.26% | 1.91% | Q3 2021 | Q1 2023 | 7 |
AE Wealth Management LLC | 4 | 3 | 0.00% | 0.04% | 0.12% | Q4 2021 | Q3 2023 | 7 |
Merit Financial Group, LLC | 7 | 7 | 0.02% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Integrated Wealth Concepts LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Archer Investment Corp | 7 | 7 | 0.00% | 0.06% | 0.12% | Q1 2022 | Q3 2023 | 7 |
HB Wealth Management, LLC | 4 | 3 | 0.02% | 0.05% | 0.11% | Q4 2021 | Q3 2023 | 7 |
IFG Advisory, LLC | 5 | 1 | 0.03% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 7 |
Marble Harbor Investment Counsel, LLC | 4 | 3 | 0.03% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 7 |
Capital Investment Advisory Services, LLC | 7 | 7 | 0.00% | 0.09% | 0.14% | Q1 2022 | Q3 2023 | 7 |
InterOcean Capital Group, LLC | 7 | 7 | 0.33% | 0.41% | 0.51% | Q1 2022 | Q3 2023 | 7 |
Eldridge Investment Advisors, Inc. | 7 | 7 | 0.19% | 1.14% | 3.00% | Q1 2022 | Q3 2023 | 7 |
PFG Advisors | 7 | 7 | 0.13% | 0.17% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Advisory Services Network, LLC | 5 | 1 | 0.00% | 0.03% | 0.09% | Q4 2020 | Q3 2023 | 7 |
IHT Wealth Management, LLC | 7 | 7 | 0.02% | 0.08% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.08% | 0.14% | 0.25% | Q1 2022 | Q3 2023 | 7 |
Redwood Financial Network Corp | 7 | 7 | 0.60% | 0.71% | 1.06% | Q1 2022 | Q3 2023 | 7 |
Camarda Financial Advisors, LLC | 7 | 7 | 0.36% | 1.53% | 4.51% | Q1 2022 | Q3 2023 | 7 |
V Wealth Advisors LLC | 7 | 7 | 0.49% | 0.52% | 0.57% | Q4 2021 | Q2 2023 | 7 |
JANUS HENDERSON GROUP PLC | 4 | 3 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 7 |
First PREMIER Bank | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 7 |
Main Management LLC | 7 | 7 | 0.02% | 0.86% | 1.36% | Q1 2022 | Q3 2023 | 7 |
NewEdge Advisors, LLC | 7 | 7 | 0.00% | 0.05% | 0.11% | Q1 2022 | Q3 2023 | 7 |
AAF Wealth Management, LLC | 7 | 7 | 0.50% | 4.61% | 8.55% | Q1 2022 | Q3 2023 | 7 |
TruWealth Advisors, LLC | 7 | 7 | 1.19% | 1.52% | 2.25% | Q1 2022 | Q3 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.08% | 0.42% | 0.78% | Q1 2022 | Q3 2023 | 7 |
Sterling Investment Counsel, LLC | 7 | 7 | 1.74% | 4.75% | 6.22% | Q1 2022 | Q3 2023 | 7 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 7 | 7 | 0.30% | 0.63% | 0.91% | Q1 2021 | Q3 2022 | 7 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.03% | 0.05% | 0.13% | Q2 2021 | Q2 2023 | 7 |
NEIRG Wealth Management, LLC | 7 | 7 | 0.31% | 0.34% | 0.37% | Q4 2021 | Q2 2023 | 7 |
Brookstone Capital Management | 7 | 7 | 0.01% | 0.08% | 0.21% | Q1 2022 | Q3 2023 | 7 |
LOWERY THOMAS, LLC | 7 | 7 | 0.30% | 1.83% | 3.98% | Q1 2022 | Q3 2023 | 7 |
Core Wealth Advisors, Inc. | 7 | 7 | 0.02% | 0.05% | 0.10% | Q1 2022 | Q3 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 7 | 7 | 0.00% | 0.04% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
CAPTRUST FINANCIAL ADVISORS | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Aptus Capital Advisors, LLC | 5 | 2 | 0.00% | 0.10% | 0.26% | Q4 2021 | Q3 2023 | 7 |
Prosperity Consulting Group, LLC | 7 | 7 | 0.21% | 1.30% | 2.29% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.11% | 0.17% | 0.31% | Q4 2021 | Q3 2023 | 7 |
Spire Wealth Management | 7 | 7 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
RiverFront Investment Group, LLC | 6 | 6 | 0.05% | 0.10% | 0.27% | Q2 2022 | Q3 2023 | 6 |
Capstone Triton Financial Group, LLC | 6 | 6 | 1.62% | 1.83% | 2.06% | Q2 2022 | Q3 2023 | 6 |
TOBIAS FINANCIAL ADVISORS, INC. | 6 | 6 | 3.99% | 5.16% | 6.26% | Q2 2022 | Q3 2023 | 6 |
Silverleafe Capital Partners, LLC | 4 | 1 | 0.10% | 0.23% | 0.44% | Q4 2021 | Q4 2023 | 6 |
KENNICOTT CAPITAL MANAGEMENT LLC | 6 | 6 | 0.58% | 2.59% | 10.24% | Q2 2021 | Q3 2022 | 6 |
WJ Wealth Management, LLC | 3 | 3 | 0.13% | 2.38% | 4.01% | Q3 2021 | Q3 2023 | 6 |
Concord Wealth Partners | 4 | 2 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 6 |
TCI Wealth Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Dynamic Advisor Solutions LLC | 6 | 6 | 0.02% | 0.05% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Shoker Investment Counsel, Inc. | 6 | 6 | 0.77% | 0.99% | 1.14% | Q2 2022 | Q3 2023 | 6 |
Transamerica Financial Advisors, Inc. | 6 | 6 | 0.54% | 0.68% | 1.01% | Q2 2022 | Q3 2023 | 6 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.22% | 0.91% | 1.63% | Q2 2022 | Q3 2023 | 6 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 6 | 6 | 0.28% | 2.34% | 6.50% | Q2 2022 | Q3 2023 | 6 |
Larson Financial Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Modera Wealth Management, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Pitti Group Wealth Management, LLC | 6 | 6 | 0.98% | 1.19% | 1.55% | Q2 2022 | Q3 2023 | 6 |
CITIGROUP INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Tradition Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Resurgent Financial Advisors LLC | 6 | 6 | 0.50% | 0.60% | 0.74% | Q2 2022 | Q3 2023 | 6 |
CASTLE WEALTH MANAGEMENT LLC | 6 | 6 | 1.42% | 1.99% | 2.64% | Q2 2022 | Q3 2023 | 6 |
First Command Bank | 6 | 6 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q2 2023 | 6 |
Aspire Wealth Management Corp | 6 | 6 | 0.01% | 0.11% | 0.29% | Q2 2022 | Q3 2023 | 6 |
Avion Wealth | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SFG Wealth Management, LLC. | 4 | 2 | 0.36% | 1.81% | 2.91% | Q4 2021 | Q3 2023 | 6 |
Apollon Wealth Management, LLC | 6 | 6 | 0.04% | 0.08% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Janney Montgomery Scott LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Perfromance Wealth Partners, LLC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
ASB Consultores, LLC | 6 | 6 | 0.27% | 0.44% | 0.63% | Q2 2022 | Q3 2023 | 6 |
Allworth Financial LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
KING LUTHER CAPITAL MANAGEMENT CORP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
First Command Financial Services, Inc. | 6 | 6 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q2 2023 | 6 |
Madison Wealth Partners, Inc | 4 | 2 | 0.13% | 0.15% | 0.20% | Q1 2022 | Q3 2023 | 6 |
Koshinski Asset Management, Inc. | 5 | 1 | 0.00% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 6 |
Sightline Wealth Advisors, LLC | 6 | 6 | 0.30% | 0.76% | 0.96% | Q2 2022 | Q3 2023 | 6 |
SOL Capital Management CO | 6 | 6 | 0.29% | 0.72% | 0.95% | Q2 2022 | Q3 2023 | 6 |
LexAurum Advisors, LLC | 6 | 6 | 0.23% | 0.35% | 0.46% | Q2 2022 | Q3 2023 | 6 |
B. Riley Wealth Advisors, Inc. | 3 | 3 | 0.02% | 0.08% | 0.17% | Q4 2021 | Q3 2023 | 6 |
PIER 88 INVESTMENT PARTNERS LLC | 2 | 2 | 0.30% | 0.53% | 0.98% | Q3 2021 | Q3 2023 | 6 |
J.P. Morgan Private Wealth Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
BLAIR WILLIAM & CO/IL | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
PFS INVESTMENTS INC. | 5 | 5 | 0.00% | 1.78% | 2.41% | Q2 2022 | Q2 2023 | 5 |
Cerity Partners LLC | 5 | 5 | 0.00% | 0.06% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Washington Trust Advisors, Inc. | 5 | 5 | 0.01% | 0.03% | 0.07% | Q4 2021 | Q4 2022 | 5 |
TOWNSQUARE CAPITAL LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q2 2022 | Q3 2023 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.01% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
American Portfolios Advisors | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 5 |
TrueWealth Advisors, LLC | 5 | 5 | 0.11% | 0.26% | 0.34% | Q3 2022 | Q3 2023 | 5 |
Fisher Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Bickling Financial Services, Inc. | 5 | 5 | 0.22% | 0.25% | 0.27% | Q4 2021 | Q4 2022 | 5 |
InTrack Investment Management Inc | 5 | 5 | 0.48% | 0.54% | 0.62% | Q4 2022 | Q4 2023 | 5 |
SOA Wealth Advisors, LLC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Hudock, Inc. | 5 | 5 | 0.59% | 2.35% | 3.52% | Q3 2022 | Q3 2023 | 5 |
Sharkey, Howes & Javer | 5 | 5 | 0.06% | 1.08% | 1.42% | Q3 2022 | Q3 2023 | 5 |
Gladstone Institutional Advisory LLC | 4 | 1 | 0.24% | 1.62% | 2.52% | Q2 2022 | Q3 2023 | 5 |
Kovack Advisors, Inc. | 5 | 5 | 0.08% | 0.09% | 0.09% | Q4 2020 | Q4 2021 | 5 |
SAX WEALTH ADVISORS, LLC | 5 | 5 | 0.34% | 1.16% | 2.24% | Q3 2022 | Q3 2023 | 5 |
Integrated Advisors Network LLC | 5 | 5 | 0.41% | 0.44% | 0.48% | Q3 2022 | Q3 2023 | 5 |
Renaissance Technologies | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 5 |
Levy Wealth Management Group, LLC | 5 | 5 | 6.63% | 7.49% | 8.26% | Q3 2022 | Q3 2023 | 5 |
Westside Investment Management, Inc. | 5 | 5 | 0.00% | 0.17% | 0.24% | Q3 2022 | Q3 2023 | 5 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Tennessee Valley Asset Management Partners | 4 | 1 | 0.10% | 0.17% | 0.21% | Q1 2021 | Q3 2023 | 5 |
BARCLAYS PLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
One Capital Management, LLC | 3 | 2 | 0.05% | 0.20% | 0.36% | Q1 2022 | Q3 2023 | 5 |
Seneca House Advisors | 5 | 5 | 0.28% | 10.88% | 18.32% | Q2 2021 | Q2 2022 | 5 |
Modus Advisors, LLC | 5 | 5 | 3.36% | 4.03% | 4.46% | Q4 2022 | Q4 2023 | 5 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.01% | 10.06% | 17.06% | Q1 2010 | Q3 2023 | 5 |
BlackDiamond Wealth Management, LLC | 4 | 1 | 0.29% | 0.42% | 0.57% | Q4 2021 | Q3 2023 | 5 |
CIBC WORLD MARKET INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
PRIVATE TRUST CO NA | 4 | 1 | 0.00% | 0.03% | 0.07% | Q2 2022 | Q3 2023 | 5 |
WADDELL & ASSOCIATES, LLC | 5 | 5 | 3.26% | 3.78% | 4.28% | Q3 2022 | Q3 2023 | 5 |
National Wealth Management Group, LLC | 5 | 5 | 2.53% | 2.85% | 3.24% | Q3 2022 | Q3 2023 | 5 |
MAI Capital Management | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Rockefeller Capital Management L.P. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 5 |
Clearview Wealth Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Zhang Financial LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
JPMORGAN CHASE & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
WEDBUSH SECURITIES INC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Golden State Wealth Management, LLC | 4 | 4 | 0.50% | 0.56% | 0.60% | Q2 2021 | Q1 2022 | 4 |
Betterment LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Advance Capital Management, Inc. | 4 | 4 | 0.05% | 0.53% | 1.88% | Q4 2022 | Q3 2023 | 4 |
TD Waterhouse Canada Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LEUTHOLD GROUP, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q2 2023 | 4 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 1 | 1.22% | 4.82% | 9.55% | Q4 2021 | Q4 2023 | 4 |
Robertson Stephens Wealth Management, LLC | 4 | 4 | 0.02% | 0.05% | 0.09% | Q4 2021 | Q3 2022 | 4 |
CFS Investment Advisory Services, LLC | 4 | 4 | 0.14% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Luken Investment Analytics, LLC | 4 | 4 | 0.86% | 2.13% | 4.13% | Q4 2022 | Q3 2023 | 4 |
TAIYO LIFE INSURANCE CO | 4 | 4 | 4.73% | 5.37% | 5.89% | Q4 2022 | Q3 2023 | 4 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 1 | 0.05% | 0.18% | 0.26% | Q3 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.13% | 0.53% | Q4 2022 | Q3 2023 | 4 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 4 |
Parcion Private Wealth LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Foundations Investment Advisors, LLC | 2 | 2 | 0.02% | 0.11% | 0.18% | Q4 2021 | Q3 2023 | 4 |
B&D White Capital Company, LLC | 3 | 1 | 1.91% | 4.42% | 7.10% | Q2 2022 | Q3 2023 | 4 |
Carnegie Capital Asset Management, LLC | 4 | 4 | 0.02% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Invst, LLC | 4 | 4 | 0.15% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
FLAGSHIP HARBOR ADVISORS, LLC | 4 | 4 | 0.05% | 0.21% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Whitaker-Myers Wealth Managers, LTD. | 4 | 4 | 2.94% | 5.16% | 7.06% | Q4 2022 | Q3 2023 | 4 |
Tradewinds Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Parkside Advisors LLC | 4 | 4 | 1.38% | 4.24% | 5.33% | Q1 2023 | Q4 2023 | 4 |
Mach-1 Financial Group, LLC | 4 | 4 | 0.03% | 0.19% | 0.44% | Q4 2021 | Q3 2022 | 4 |
TSFG, LLC | 4 | 4 | 0.01% | 0.05% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Kaye Capital Management | 4 | 4 | 0.79% | 0.85% | 0.89% | Q4 2022 | Q3 2023 | 4 |
Trinity Wealth Management, LLC | 4 | 4 | 0.18% | 0.29% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Total Clarity Wealth Management, Inc. | 3 | 1 | 0.01% | 0.82% | 1.29% | Q2 2022 | Q3 2023 | 4 |
Main Street Financial Solutions, LLC | 3 | 1 | 0.31% | 0.57% | 0.84% | Q4 2021 | Q3 2023 | 4 |
TRUSTCORE FINANCIAL SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 3.25% | 3.56% | 3.70% | Q4 2022 | Q3 2023 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.00% | 0.03% | 0.12% | Q4 2021 | Q4 2022 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.24% | 1.42% | 4.91% | Q4 2022 | Q3 2023 | 4 |
Atlas Private Wealth Advisors | 4 | 4 | 0.82% | 0.87% | 0.95% | Q3 2022 | Q2 2023 | 4 |
SALEM INVESTMENT COUNSELORS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Inscription Capital, LLC | 3 | 1 | 0.15% | 0.15% | 0.16% | Q1 2021 | Q1 2022 | 4 |
Mariner, LLC | 4 | 4 | 0.06% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 4 |
J.W. COLE ADVISORS, INC. | 2 | 2 | 0.02% | 0.33% | 1.23% | Q2 2021 | Q3 2023 | 4 |
RFG Advisory, LLC | 3 | 1 | 0.02% | 0.48% | 1.85% | Q2 2022 | Q3 2023 | 4 |
JOURNEY STRATEGIC WEALTH LLC | 4 | 4 | 0.05% | 0.40% | 0.67% | Q4 2022 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 2.11% | 2.70% | 2.98% | Q4 2022 | Q3 2023 | 4 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.01% | 2.52% | 5.17% | Q4 2021 | Q3 2023 | 4 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 4 | 4 | 0.08% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Fulcrum Equity Management | 2 | 1 | 0.13% | 1.26% | 2.38% | Q2 2021 | Q2 2023 | 4 |
Wealth Enhancement & Preservation of GA, LLC | 4 | 4 | 3.35% | 5.52% | 6.60% | Q3 2022 | Q2 2023 | 4 |
MEITAV INVESTMENT HOUSE LTD | 4 | 4 | 1.00% | 2.18% | 3.01% | Q4 2022 | Q3 2023 | 4 |
PEAK FINANCIAL ADVISORS LLC | 4 | 4 | 0.18% | 0.28% | 0.40% | Q4 2022 | Q3 2023 | 4 |
CRA Financial Services, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
HighTower Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SCOTIA CAPITAL INC. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2022 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.80% | 0.84% | 0.88% | Q4 2021 | Q3 2022 | 4 |
Fusion Family Wealth LLC | 4 | 4 | 0.28% | 0.35% | 0.51% | Q4 2022 | Q3 2023 | 4 |
Altus Wealth Group LLC | 4 | 4 | 0.17% | 0.20% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Sigma Planning Corp | 4 | 4 | 0.01% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Echo45 Advisors LLC | 4 | 4 | 0.35% | 8.08% | 11.18% | Q4 2022 | Q3 2023 | 4 |
American Planning Services, Inc. | 3 | 1 | 0.20% | 0.26% | 0.34% | Q4 2021 | Q2 2023 | 4 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 4 | 4 | 0.00% | 0.23% | 0.94% | Q4 2022 | Q3 2023 | 4 |
Compass Advisory Group LLC | 4 | 4 | 0.24% | 0.27% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Sierra Capital LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
MERCER GLOBAL ADVISORS INC /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
VisionPoint Advisory Group, LLC | 3 | 3 | 0.11% | 0.34% | 0.58% | Q4 2022 | Q2 2023 | 3 |
Bank of New York Mellon Corp | 3 | 3 | 0.00% | 0.01% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.64% | 0.64% | 0.65% | Q1 2023 | Q3 2023 | 3 |
RITHOLTZ WEALTH MANAGEMENT | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
CreativeOne Wealth, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
SigFig Wealth Management, LLC | 3 | 3 | 0.22% | 0.25% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Jacobi Capital Management LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Strategic Blueprint, LLC | 2 | 1 | 0.06% | 0.11% | 0.14% | Q1 2022 | Q2 2023 | 3 |
EverSource Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Vontobel Holding Ltd. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 1 | 0.02% | 0.07% | 0.17% | Q4 2022 | Q3 2023 | 3 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Homrich & Berg | 3 | 3 | 0.05% | 0.12% | 0.16% | Q1 2021 | Q3 2021 | 3 |
GeoWealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.23% | 0.51% | 0.84% | Q1 2023 | Q3 2023 | 3 |
SMITH, MOORE & CO. | 3 | 3 | 0.04% | 0.06% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Mid-American Wealth Advisory Group, Inc. | 2 | 1 | 0.18% | 1.40% | 2.50% | Q1 2022 | Q3 2023 | 3 |
Atria Investments, Inc | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Stratos Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Worth Asset Management, LLC | 3 | 3 | 1.01% | 1.13% | 1.22% | Q1 2023 | Q3 2023 | 3 |
OPPENHEIMER & CO INC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Concorde Asset Management, LLC | 3 | 3 | 0.33% | 0.35% | 0.36% | Q1 2023 | Q3 2023 | 3 |
Clal Insurance Enterprises Holdings Ltd | 3 | 3 | 5.20% | 5.95% | 6.97% | Q1 2023 | Q3 2023 | 3 |
Onyx Bridge Wealth Group LLC | 2 | 1 | 0.13% | 0.21% | 0.26% | Q2 2022 | Q3 2023 | 3 |
Virtue Capital Management, LLC | 3 | 3 | 0.04% | 0.35% | 0.50% | Q1 2023 | Q3 2023 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.36% | 0.42% | 0.51% | Q1 2023 | Q3 2023 | 3 |
Cassaday & Co Wealth Management LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Sowell Financial Services LLC | 2 | 1 | 0.02% | 0.41% | 0.62% | Q1 2021 | Q2 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
PARK AVENUE SECURITIES LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
JONES FINANCIAL COMPANIES LLLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 3 |
Centennial Wealth Advisory LLC | 3 | 3 | 1.99% | 2.13% | 2.22% | Q1 2023 | Q3 2023 | 3 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 3 | 3 | 7.74% | 15.96% | 21.29% | Q1 2023 | Q3 2023 | 3 |
IMC-Chicago, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2022 | 3 |
ROVIN CAPITAL /UT/ /ADV | 3 | 3 | 1.89% | 5.02% | 7.02% | Q1 2023 | Q3 2023 | 3 |
CABANA LLC | 2 | 1 | 6.04% | 8.63% | 11.58% | Q4 2021 | Q2 2023 | 3 |
Next Capital Management LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
PRUDENTIAL FINANCIAL INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Carroll Financial Associates, Inc. | 3 | 3 | 0.00% | 0.03% | 0.08% | Q1 2021 | Q3 2021 | 3 |
Continuum Advisory, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
HHM Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Hutchens & Kramer Investment Management Group, LLC | 3 | 3 | 0.98% | 1.05% | 1.12% | Q1 2023 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.31% | 0.34% | 0.38% | Q1 2023 | Q3 2023 | 3 |
Hoover Financial Advisors, Inc. | 3 | 3 | 0.24% | 0.87% | 1.22% | Q4 2020 | Q2 2021 | 3 |
HSBC HOLDINGS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WCG Wealth Advisors LLC | 2 | 1 | 0.04% | 0.13% | 0.31% | Q2 2022 | Q3 2023 | 3 |
RIA Advisory Group LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
BlackRock Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Clark Capital Management Group, Inc. | 3 | 3 | 1.52% | 1.56% | 1.63% | Q1 2023 | Q3 2023 | 3 |
Paradigm Financial Partners, LLC | 3 | 3 | 0.31% | 0.54% | 0.74% | Q1 2023 | Q3 2023 | 3 |
Capital Analysts, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Founders Capital Management | 3 | 3 | 0.03% | 0.04% | 0.06% | Q2 2023 | Q4 2023 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 3 |
N.E.W. Advisory Services LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q4 2022 | 3 |
Csenge Advisory Group | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 3 |
WHITTIER TRUST CO OF NEVADA INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Sound Income Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cassady Schiller Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 3 | 3 | 0.38% | 2.48% | 3.96% | Q2 2023 | Q4 2023 | 3 |
Pacific Center for Financial Services | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2 | 2 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q1 2023 | 2 |
Oxler Private Wealth LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q3 2022 | 2 |
VALLEY NATIONAL ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BOKF, NA | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Ameliora Wealth Management Ltd. | 2 | 2 | 0.05% | 0.09% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Flagship Private Wealth, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Barnett & Company, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Bleakley Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Ulland Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Van Leeuwen & Company, LLC | 2 | 2 | 0.39% | 0.42% | 0.46% | Q3 2022 | Q4 2022 | 2 |
Disciplined Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
VitalStone Financial, LLC | 1 | 1 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 2 |
HANCOCK WHITNEY CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 2 |
FIL Ltd | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Activest Wealth Management | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2022 | Q4 2022 | 2 |
Beacon Capital Management, Inc. | 2 | 2 | 0.37% | 0.37% | 0.38% | Q3 2022 | Q4 2022 | 2 |
Marcum Wealth, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q2 2022 | 2 |
Tranquility Partners, LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q2 2022 | Q3 2022 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q4 2023 | 2 |
D'Orazio & Associates, Inc. | 2 | 2 | 0.10% | 0.73% | 1.37% | Q2 2023 | Q3 2023 | 2 |
Visionary Wealth Advisors | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Capasso Planning Partners LLC | 2 | 2 | 0.37% | 0.42% | 0.46% | Q2 2023 | Q3 2023 | 2 |
Aveo Capital Partners, LLC | 2 | 2 | 0.95% | 0.96% | 0.96% | Q2 2023 | Q3 2023 | 2 |
NWAM LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Sargent Bickham Lagudis LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q2 2022 | 2 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
BMS Financial Advisors, LLC | 2 | 2 | 2.39% | 3.36% | 4.33% | Q1 2023 | Q2 2023 | 2 |
Financial Partners Group, Inc | 2 | 2 | 2.45% | 2.72% | 3.00% | Q2 2023 | Q3 2023 | 2 |
Global Wealth Strategies & Associates | 2 | 2 | 2.97% | 5.10% | 7.24% | Q3 2023 | Q4 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Executive Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Selective Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Bank Julius Baer & Co. Ltd, Zurich | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Garrison Asset Management, LLC | 1 | 1 | 0.12% | 0.13% | 0.13% | Q1 2022 | Q1 2023 | 2 |
Johnson Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Regal Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 2 |
Banco Santander, S.A. | 2 | 2 | 1.30% | 1.32% | 1.34% | Q2 2023 | Q3 2023 | 2 |
Parallel Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MGO ONE SEVEN LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Freedom Investment Management, Inc. | 2 | 2 | 0.08% | 0.21% | 0.33% | Q1 2023 | Q2 2023 | 2 |
FourThought Financial Partners, LLC | 2 | 2 | 0.06% | 0.08% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Sanford Advisory Services, LLC | 1 | 1 | 0.06% | 0.09% | 0.11% | Q2 2022 | Q4 2022 | 2 |
CORNERCAP INVESTMENT COUNSEL INC | 1 | 1 | 1.21% | 1.68% | 2.15% | Q3 2021 | Q1 2022 | 2 |
Robbins Farley | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cornerstone Planning Group LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Clear Creek Financial Management, LLC | 2 | 2 | 0.05% | 0.19% | 0.33% | Q2 2023 | Q3 2023 | 2 |
HANSEATIC MANAGEMENT SERVICES INC | 2 | 2 | 5.76% | 5.89% | 6.03% | Q2 2023 | Q3 2023 | 2 |
NORTHERN TRUST CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
THEORY FINANCIAL LLC | 2 | 2 | 2.04% | 2.04% | 2.05% | Q2 2023 | Q3 2023 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
First Command Advisory Services, Inc. | 2 | 2 | 9.73% | 12.92% | 16.12% | Q2 2023 | Q3 2023 | 2 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Waterloo Capital, L.P. | 2 | 2 | 2.12% | 2.24% | 2.36% | Q2 2023 | Q3 2023 | 2 |
CREDIT SUISSE AG/ | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
RIDGECREST WEALTH PARTNERS, LLC | 1 | 1 | 0.14% | 0.15% | 0.17% | Q3 2022 | Q2 2023 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 2 |
StoneX Group Inc. | 2 | 2 | 0.28% | 0.47% | 0.66% | Q2 2023 | Q3 2023 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Global Trust Asset Management, LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Harvest Fund Management Co., Ltd | 2 | 2 | 0.03% | 0.09% | 0.16% | Q4 2021 | Q1 2022 | 2 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 2 | 2 | 0.86% | 1.14% | 1.41% | Q2 2023 | Q3 2023 | 2 |
Intercontinental Wealth Advisors, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q3 2022 | Q4 2022 | 2 |
Focused Wealth Management, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CABOT WEALTH MANAGEMENT INC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Bensler, LLC | 2 | 2 | 0.20% | 0.22% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Root Financial Partners, LLC | 2 | 2 | 0.18% | 0.25% | 0.31% | Q2 2023 | Q3 2023 | 2 |
Teamwork Financial Advisors, LLC | 2 | 2 | 0.53% | 0.56% | 0.59% | Q2 2023 | Q3 2023 | 2 |
Black Swift Group, LLC | 1 | 1 | 0.01% | 0.18% | 0.35% | Q4 2020 | Q2 2021 | 2 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Greenwich Wealth Management LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
NOMURA ASSET MANAGEMENT CO LTD | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Carmichael Hill & Associates, Inc. | 2 | 2 | 0.29% | 0.35% | 0.40% | Q2 2023 | Q3 2023 | 2 |
Ahrens Investment Partners LLC | 2 | 2 | 0.46% | 0.55% | 0.64% | Q4 2022 | Q1 2023 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SteelPeak Wealth, LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q1 2022 | Q1 2023 | 2 |
NEXT Financial Group, Inc | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q4 2021 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Berkeley Capital Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
RMR Wealth Builders | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Soundwatch Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
SWMG, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2023 | Q1 2023 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Solano Wealth Management, Inc. | 1 | 1 | 6.26% | 6.26% | 6.26% | Q3 2023 | Q3 2023 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BIP Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Well Done, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
AlphaCentric Advisors LLC | 1 | 1 | 1.94% | 1.94% | 1.94% | Q1 2023 | Q1 2023 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
CPR Investments Inc. | 1 | 1 | 0.85% | 0.85% | 0.85% | Q1 2023 | Q1 2023 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
New England Investment & Retirement Group, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2021 | Q3 2021 | 1 |
PAYDEN & RYGEL | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q2 2023 | 1 |
PINNACLE ASSOCIATES LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Cutter & CO Brokerage, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
ProVise Management Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 1.99% | 1.99% | 1.99% | Q3 2023 | Q3 2023 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
Sageworth Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Cornerstone Wealth Group, LLC | 1 | 1 | 2.22% | 2.22% | 2.22% | Q2 2022 | Q2 2022 | 1 |
AFFINITY WEALTH MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
SageView Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
VESTOR CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cherry Tree Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Global Endowment Management, LP | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2023 | Q3 2023 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SFMG, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Goodman Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Bank of New Hampshire | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
BENJAMIN EDWARDS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
RFP Financial Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
American Trust | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
DB Fitzpatrick & Co, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q3 2023 | Q3 2023 | 1 |
LWM Advisory Services, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2023 | Q3 2023 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Mount Lucas Management LP | 1 | 1 | 0.74% | 0.74% | 0.74% | Q1 2023 | Q1 2023 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Dechtman Wealth Management, LLC | 1 | 1 | 1.82% | 1.82% | 1.82% | Q3 2023 | Q3 2023 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HWG Holdings LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q1 2023 | Q1 2023 | 1 |
Rooted Wealth Advisors, Inc. | 1 | 1 | 1.30% | 1.30% | 1.30% | Q3 2023 | Q3 2023 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Kaizen Financial Strategies | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
KPP Advisory Services LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Southland Equity Partners LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Biltmore Capital Advisors LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Sepio Capital, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Imprint Wealth LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
SMITH CHAS P & ASSOCIATES PA CPAS | 1 | 1 | 1.19% | 1.19% | 1.19% | Q3 2023 | Q3 2023 | 1 |
Minot Wealth Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
Addison Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Weitzel Financial Services, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PAYDEN & RYGEL INVESTMENT GROUP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Secure Asset Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Advisor Resource Council | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Hexagon Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Marshall Financial Group LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Freedman Financial Associates, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q1 2021 | Q1 2021 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Main Management ETF Advisors, LLC | 1 | 1 | 3.08% | 3.08% | 3.08% | Q3 2022 | Q3 2022 | 1 |
Gould Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Epic Trust Investment Advisors, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2021 | Q4 2021 | 1 |
NORTHSTAR INVESTMENT ADVISORS LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
MONECO Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
COOK WEALTH MANAGEMENT GROUP LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q2 2022 | Q2 2022 | 1 |
Evensky & Katz LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Sage Mountain Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Money Design Co.,Ltd. | 1 | 1 | 3.11% | 3.11% | 3.11% | Q3 2023 | Q3 2023 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Gallagher Fiduciary Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
GUNN & Co INVESTMENT MANAGEMENT, INC. | 1 | 1 | 1.00% | 1.00% | 1.00% | Q3 2023 | Q3 2023 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 3.02% | 3.02% | 3.02% | Q4 2021 | Q4 2021 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
EdgeRock Capital LLC | 1 | 1 | 13.73% | 13.73% | 13.73% | Q3 2023 | Q3 2023 | 1 |
AJ WEALTH STRATEGIES, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Eukles Asset Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
MWA Asset Management | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Wick Capital Partners, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
VONTOBEL ASSET MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
MONUMENTAL FINANCIAL GROUP INC. | 1 | 1 | 5.15% | 5.15% | 5.15% | Q3 2023 | Q3 2023 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 9.05% | 9.05% | 9.05% | Q4 2021 | Q4 2021 | 1 |
True Wealth Design, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Blue Edge Capital, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2023 | Q3 2023 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Evanson Asset Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Laidlaw Wealth Management LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1 | 1 | 3.33% | 3.33% | 3.33% | Q4 2022 | Q4 2022 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 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.