Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Anchor Investment Management, LLC | 33 | 33 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2024 | 33 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2024 | 29 |
RAYMOND JAMES & ASSOCIATES | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2024 | 21 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 21 | 21 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2024 | 21 |
Kelly Financial Services LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2024 | 21 |
Claro Advisors LLC | 21 | 21 | 0.10% | 0.25% | 0.41% | Q2 2019 | Q2 2024 | 21 |
HM PAYSON & CO | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2024 | 21 |
US BANCORP \DE\ | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2024 | 21 |
ROYAL BANK OF CANADA | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2024 | 21 |
BALDWIN WEALTH PARTNERS LLC/MA | 21 | 21 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2024 | 21 |
COMMONWEALTH EQUITY SERVICES, LLC | 21 | 21 | 0.04% | 0.08% | 0.11% | Q2 2019 | Q2 2024 | 21 |
Klingman & Associates, LLC | 21 | 21 | 0.08% | 0.10% | 0.13% | Q2 2019 | Q2 2024 | 21 |
AMERIPRISE FINANCIAL INC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2024 | 21 |
BANK OF AMERICA CORP /DE/ | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2024 | 21 |
Fusion Family Wealth LLC | 21 | 21 | 3.91% | 5.34% | 6.51% | Q2 2019 | Q2 2024 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2024 | 21 |
MORGAN STANLEY | 21 | 21 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2024 | 21 |
AVANTAX ADVISORY SERVICES, INC. | 21 | 21 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q2 2024 | 21 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2024 | 21 |
WELLS FARGO & COMPANY/MN | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2024 | 21 |
STIFEL FINANCIAL CORP | 21 | 21 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2024 | 21 |
Ancora Advisors LLC | 21 | 21 | 0.16% | 0.26% | 0.33% | Q2 2019 | Q2 2024 | 21 |
JPMORGAN CHASE & CO | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2024 | 21 |
CWM, LLC | 11 | 10 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2024 | 21 |
Investors Research Corp | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2024 | 21 |
Private Advisor Group, LLC | 21 | 21 | 0.00% | 0.08% | 0.18% | Q2 2019 | Q2 2024 | 21 |
Steward Partners Investment Advisory, LLC | 21 | 21 | 0.01% | 0.02% | 0.08% | Q2 2019 | Q2 2024 | 21 |
LPL Financial LLC | 21 | 21 | 0.01% | 0.04% | 0.07% | Q2 2019 | Q2 2024 | 21 |
Patriot Financial Group Insurance Agency, LLC | 21 | 21 | 0.03% | 0.06% | 0.12% | Q2 2019 | Q2 2024 | 21 |
UBS Group AG | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2024 | 21 |
IFP Advisors, Inc | 20 | 20 | 0.00% | 0.05% | 0.14% | Q3 2019 | Q2 2024 | 20 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 20 | 20 | 0.05% | 0.17% | 0.38% | Q3 2019 | Q2 2024 | 20 |
TOMPKINS FINANCIAL CORP | 12 | 8 | 0.00% | 0.24% | 0.87% | Q2 2019 | Q2 2024 | 20 |
FMR LLC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2024 | 20 |
Cambridge Investment Research Advisors, Inc. | 20 | 20 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q2 2024 | 20 |
Global Retirement Partners, LLC | 10 | 9 | 0.00% | 0.02% | 0.09% | Q2 2019 | Q2 2024 | 19 |
S.A. Mason LLC | 19 | 19 | 0.16% | 0.22% | 0.27% | Q4 2019 | Q2 2024 | 19 |
Janney Montgomery Scott LLC | 15 | 4 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2024 | 19 |
OSAIC HOLDINGS, INC. | 18 | 18 | 0.01% | 0.04% | 0.07% | Q1 2020 | Q2 2024 | 18 |
Consolidated Planning Corp | 13 | 5 | 0.28% | 1.89% | 5.57% | Q4 2019 | Q2 2024 | 18 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2024 | 17 |
Raymond James Financial Services Advisors, Inc. | 14 | 3 | 0.00% | 0.05% | 0.08% | Q2 2019 | Q2 2024 | 17 |
Cetera Advisor Networks LLC | 13 | 1 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q4 2023 | 17 |
Kistler-Tiffany Companies, LLC | 17 | 17 | 0.01% | 0.13% | 0.36% | Q2 2019 | Q2 2023 | 17 |
PACIFIC SUN FINANCIAL CORP | 6 | 5 | 0.68% | 0.92% | 1.05% | Q2 2019 | Q2 2024 | 17 |
NewEdge Advisors, LLC | 17 | 17 | 0.01% | 0.04% | 0.09% | Q2 2020 | Q2 2024 | 17 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 16 | 16 | 0.01% | 0.04% | 0.22% | Q3 2020 | Q2 2024 | 16 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 16 | 16 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2024 | 16 |
Horan Securities, Inc. | 7 | 2 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q2 2023 | 15 |
Geneos Wealth Management Inc. | 8 | 7 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q2 2024 | 15 |
Kestra Advisory Services, LLC | 15 | 15 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q2 2024 | 15 |
Financial Advocates Investment Management | 15 | 15 | 0.04% | 0.09% | 0.11% | Q4 2020 | Q2 2024 | 15 |
Ausdal Financial Partners, Inc. | 15 | 15 | 0.07% | 0.20% | 0.47% | Q4 2020 | Q2 2024 | 15 |
Marshall Financial Group, LLC | 15 | 15 | 0.14% | 0.23% | 0.39% | Q4 2020 | Q2 2024 | 15 |
Bridge Advisory, LLC | 14 | 14 | 0.15% | 0.56% | 0.87% | Q1 2021 | Q2 2024 | 14 |
BESSEMER GROUP INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 14 |
CENTAURUS FINANCIAL, INC. | 13 | 1 | 0.01% | 0.04% | 0.06% | Q2 2019 | Q1 2024 | 14 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 14 |
MML INVESTORS SERVICES, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2024 | 14 |
CITIGROUP INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2024 | 14 |
Sigma Planning Corp | 14 | 14 | 0.07% | 0.11% | 0.16% | Q1 2021 | Q2 2024 | 14 |
Hudock, Inc. | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2022 | 14 |
GOLDMAN SACHS GROUP INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 14 |
Cerity Partners OCIO LLC | 14 | 14 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q4 2022 | 14 |
TRUIST FINANCIAL CORP | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2024 | 14 |
Gladstone Institutional Advisory LLC | 14 | 14 | 0.03% | 0.16% | 0.26% | Q1 2021 | Q2 2024 | 14 |
HARBOUR INVESTMENTS, INC. | 9 | 4 | 0.01% | 0.11% | 0.23% | Q1 2021 | Q2 2024 | 13 |
Cetera Advisors LLC | 10 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2023 | 13 |
Spire Wealth Management | 13 | 13 | 0.00% | 0.01% | 0.07% | Q2 2021 | Q2 2024 | 13 |
IFG Advisory, LLC | 12 | 12 | 0.04% | 0.18% | 0.28% | Q3 2021 | Q2 2024 | 12 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2024 | 12 |
Atria Investments, Inc | 12 | 12 | 0.02% | 0.04% | 0.08% | Q3 2021 | Q2 2024 | 12 |
Belpointe Asset Management LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q2 2024 | 12 |
IHT Wealth Management, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q2 2024 | 12 |
WBI INVESTMENTS, LLC | 12 | 12 | 0.04% | 0.09% | 0.20% | Q3 2021 | Q2 2024 | 12 |
First Heartland Consultants, Inc. | 7 | 5 | 0.02% | 0.34% | 1.24% | Q1 2021 | Q2 2024 | 12 |
Fiera Capital Corp | 7 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2024 | 11 |
PNC FINANCIAL SERVICES GROUP, INC. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2024 | 11 |
Fermata Advisors, LLC | 7 | 4 | 0.65% | 1.13% | 2.60% | Q3 2021 | Q2 2024 | 11 |
Bowman & Co S.C. | 11 | 11 | 0.54% | 0.79% | 1.01% | Q4 2021 | Q2 2024 | 11 |
FinTrust Capital Advisors, LLC | 11 | 11 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q2 2024 | 11 |
Lindbrook Capital, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2024 | 11 |
Joseph P. Lucia & Associates, LLC | 5 | 2 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q2 2022 | 11 |
Dynamic Advisor Solutions LLC | 6 | 2 | 0.02% | 0.04% | 0.08% | Q4 2020 | Q1 2024 | 11 |
VIRIDIAN RIA, LLC | 9 | 2 | 0.21% | 0.26% | 0.35% | Q2 2019 | Q1 2022 | 11 |
Stratos Wealth Partners, LTD. | 7 | 4 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q2 2024 | 11 |
CoreCap Advisors, LLC | 5 | 5 | 0.02% | 0.05% | 0.12% | Q4 2021 | Q2 2024 | 10 |
9258 Wealth Management, LLC | 7 | 3 | 0.03% | 0.05% | 0.09% | Q4 2021 | Q2 2024 | 10 |
Atria Wealth Solutions, Inc. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2024 | 10 |
Treynor Bancshares, Inc. | 10 | 10 | 0.16% | 0.17% | 0.19% | Q4 2021 | Q1 2024 | 10 |
PARSONS CAPITAL MANAGEMENT INC/RI | 7 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2024 | 10 |
Beaird Harris Wealth Management, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 10 |
American Portfolios Advisors | 6 | 4 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 10 |
FOUNDERS FINANCIAL SECURITIES LLC | 10 | 10 | 0.03% | 0.11% | 0.26% | Q1 2022 | Q2 2024 | 10 |
GREAT VALLEY ADVISOR GROUP, INC. | 10 | 10 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q2 2024 | 10 |
Cetera Investment Advisers | 6 | 4 | 0.00% | 0.00% | 0.02% | Q3 2021 | Q1 2024 | 10 |
TSFG, LLC | 6 | 4 | 0.00% | 0.05% | 0.14% | Q2 2019 | Q2 2024 | 10 |
HYA Advisors, Inc | 8 | 1 | 0.08% | 0.15% | 0.20% | Q4 2019 | Q1 2022 | 9 |
Fulcrum Equity Management | 9 | 9 | 0.49% | 1.28% | 1.65% | Q1 2021 | Q1 2023 | 9 |
Stratos Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.08% | 0.23% | Q1 2022 | Q1 2024 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.06% | 0.12% | 0.23% | Q3 2020 | Q3 2022 | 9 |
Masso Torrence Wealth Management Inc. | 9 | 9 | 0.15% | 1.74% | 2.59% | Q4 2021 | Q4 2023 | 9 |
Lion Street Advisors, LLC | 9 | 9 | 0.09% | 0.13% | 0.15% | Q3 2021 | Q3 2023 | 9 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 9 | 9 | 0.06% | 0.14% | 0.21% | Q2 2022 | Q2 2024 | 9 |
ProVise Management Group, LLC | 9 | 9 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q2 2023 | 9 |
PRIVATE TRUST CO NA | 9 | 9 | 0.00% | 0.04% | 0.08% | Q2 2022 | Q2 2024 | 9 |
Qube Research & Technologies Ltd | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2024 | 9 |
VICUS CAPITAL | 8 | 8 | 0.13% | 0.19% | 0.39% | Q2 2022 | Q1 2024 | 8 |
JAMES INVESTMENT RESEARCH, INC. | 8 | 8 | 0.02% | 0.39% | 0.71% | Q3 2022 | Q2 2024 | 8 |
Hilltop Holdings Inc. | 8 | 8 | 0.04% | 0.06% | 0.08% | Q3 2022 | Q2 2024 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.69% | 5.10% | 7.52% | Q3 2022 | Q2 2024 | 8 |
Western Wealth Management, LLC | 8 | 8 | 0.01% | 0.07% | 0.10% | Q3 2022 | Q2 2024 | 8 |
PCG Wealth Advisors, LLC | 8 | 8 | 0.30% | 0.37% | 0.49% | Q4 2021 | Q3 2023 | 8 |
OneAscent Financial Services LLC | 8 | 8 | 0.06% | 0.53% | 1.34% | Q3 2022 | Q2 2024 | 8 |
J.P. Morgan Private Wealth Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
NEIRG Wealth Management, LLC | 7 | 7 | 1.35% | 1.57% | 1.83% | Q4 2021 | Q2 2023 | 7 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2024 | 7 |
Moors & Cabot, Inc. | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q2 2024 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.06% | 0.47% | 0.91% | Q4 2022 | Q2 2024 | 7 |
Engrave Wealth Partners LLC | 4 | 3 | 0.02% | 2.39% | 4.80% | Q4 2019 | Q1 2022 | 7 |
Wealthcare Advisory Partners LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 7 |
RAYMOND JAMES TRUST N.A. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2024 | 7 |
IAG Wealth Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 |
Mariner, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q2 2024 | 7 |
Hyperion Partners, LLC | 7 | 7 | 9.16% | 9.50% | 9.95% | Q4 2022 | Q2 2024 | 7 |
Winslow, Evans & Crocker, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2020 | 7 |
Carroll Financial Associates, Inc. | 7 | 7 | 0.00% | 0.06% | 0.20% | Q2 2019 | Q4 2020 | 7 |
MONTAG A & ASSOCIATES INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
SMITH, MOORE & CO. | 7 | 7 | 0.08% | 0.10% | 0.11% | Q3 2022 | Q1 2024 | 7 |
BROWN ADVISORY INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2024 | 6 |
Allworth Financial LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2024 | 6 |
Onyx Bridge Wealth Group LLC | 6 | 6 | 0.23% | 1.43% | 3.81% | Q1 2023 | Q2 2024 | 6 |
TITLEIST ASSET MANAGEMENT, LLC | 6 | 6 | 0.08% | 0.27% | 0.49% | Q1 2023 | Q2 2024 | 6 |
First Horizon Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 6 |
DENVER WEALTH MANAGEMENT, INC. | 5 | 1 | 0.20% | 0.66% | 1.12% | Q1 2021 | Q2 2023 | 6 |
CAPTRUST FINANCIAL ADVISORS | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2023 | 6 |
Destiny Wealth Partners, LLC | 6 | 6 | 0.67% | 0.72% | 0.77% | Q1 2022 | Q2 2023 | 6 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q4 2023 | 6 |
Pacific Capital Wealth Advisors, Inc. | 5 | 1 | 0.00% | 0.94% | 1.52% | Q4 2019 | Q4 2023 | 6 |
LINCOLN NATIONAL CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
CHOREO, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2024 | 6 |
USAdvisors Wealth Management, LLC | 5 | 5 | 0.07% | 0.56% | 0.99% | Q2 2023 | Q2 2024 | 5 |
Financial Engines Advisors L.L.C. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
FIFTH THIRD BANCORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 5 |
THRIVENT FINANCIAL FOR LUTHERANS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 5 |
HighTower Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2024 | 5 |
Vestmark Advisory Solutions, Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q2 2023 | 5 |
Laurel Wealth Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2024 | 5 |
Ameritas Investment Partners, Inc. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q2 2024 | 5 |
MERCER GLOBAL ADVISORS INC /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2024 | 5 |
Cerity Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2024 | 5 |
WADE G W & INC | 5 | 5 | 0.01% | 0.16% | 0.29% | Q4 2022 | Q4 2023 | 5 |
TWO SIGMA ADVISERS, LP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q1 2024 | 5 |
Nordwand Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q1 2024 | 5 |
CALTON & ASSOCIATES, INC. | 5 | 5 | 0.15% | 0.22% | 0.38% | Q2 2023 | Q2 2024 | 5 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.00% | 0.05% | 0.15% | Q1 2021 | Q3 2023 | 5 |
Resonant Capital Advisors, LLC | 5 | 5 | 0.08% | 0.36% | 0.86% | Q4 2019 | Q4 2020 | 5 |
TWO SIGMA INVESTMENTS, LP | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q2 2024 | 5 |
Glass Jacobson Investment Advisors llc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2024 | 5 |
Prime Capital Investment Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2024 | 5 |
PARK AVENUE SECURITIES LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q1 2024 | 5 |
Kingsview Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2024 | 5 |
MONEY CONCEPTS CAPITAL CORP | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q4 2022 | 5 |
COMERICA BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
BARTLETT & CO. WEALTH MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
MAI Capital Management | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2023 | Q2 2024 | 4 |
Creative Planning | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
OPPENHEIMER & CO INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q1 2020 | 4 |
StoneX Group Inc. | 4 | 4 | 0.10% | 0.17% | 0.23% | Q1 2021 | Q4 2021 | 4 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 4 | 4 | 0.23% | 1.32% | 1.78% | Q4 2021 | Q3 2022 | 4 |
MONECO Advisors, LLC | 4 | 4 | 0.20% | 0.30% | 0.43% | Q3 2023 | Q2 2024 | 4 |
SYNOVUS FINANCIAL CORP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2024 | 4 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2023 | Q2 2024 | 4 |
First Command Advisory Services, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
Arete Wealth Advisors, LLC | 4 | 4 | 0.19% | 0.23% | 0.28% | Q3 2023 | Q2 2024 | 4 |
Tyler-Stone Wealth Management | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2023 | Q2 2024 | 4 |
ASSET MANAGEMENT CORP /IL/ /ADV | 4 | 4 | 0.13% | 0.19% | 0.28% | Q2 2022 | Q1 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2024 | 4 |
REGENTATLANTIC CAPITAL LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q2 2024 | 3 |
Fortis Capital Management LLC | 3 | 3 | 0.12% | 0.15% | 0.17% | Q4 2023 | Q2 2024 | 3 |
Brand Asset Management Group, Inc. | 2 | 1 | 0.03% | 0.08% | 0.11% | Q1 2021 | Q1 2022 | 3 |
New Insight Wealth Advisors | 3 | 3 | 0.19% | 0.24% | 0.28% | Q4 2023 | Q2 2024 | 3 |
CVA Family Office, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Wellington Wealth Strategies, LLC. | 2 | 1 | 4.84% | 8.37% | 10.14% | Q4 2020 | Q1 2024 | 3 |
OPINICUS CAPITAL, INC. | 3 | 3 | 1.27% | 1.33% | 1.38% | Q4 2023 | Q2 2024 | 3 |
OLD MISSION CAPITAL LLC | 3 | 3 | 0.02% | 0.08% | 0.12% | Q3 2021 | Q1 2022 | 3 |
Tidemark, LLC | 3 | 3 | 0.28% | 0.46% | 0.56% | Q4 2023 | Q2 2024 | 3 |
D. E. Shaw & Co., Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
RFG Advisory, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Salomon & Ludwin, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q1 2024 | 3 |
BANK OF MONTREAL /CAN/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 3 |
Pine Harbor Wealth Management, LLC | 3 | 3 | 0.19% | 0.22% | 0.26% | Q4 2023 | Q2 2024 | 3 |
Main Street Group, LTD | 3 | 3 | 0.02% | 0.04% | 0.08% | Q4 2023 | Q2 2024 | 3 |
STEPHENS INC /AR/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
PRINCIPAL SECURITIES, INC. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2023 | Q2 2024 | 3 |
FIRST FINANCIAL CORP /IN/ | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q4 2019 | 3 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Kessler Investment Group, LLC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q3 2021 | Q1 2022 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q1 2021 | 3 |
BLB&B Advisors, LLC | 3 | 3 | 0.08% | 0.11% | 0.14% | Q2 2019 | Q4 2019 | 3 |
Pinnacle Bancorp, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Advisor Group, Inc. | 3 | 3 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q4 2019 | 3 |
WETZEL INVESTMENT ADVISORS, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q2 2024 | 3 |
Equitable Holdings, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Foundations Investment Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2023 | Q2 2024 | 3 |
Kalos Management, Inc. | 3 | 3 | 0.08% | 0.10% | 0.14% | Q4 2022 | Q2 2023 | 3 |
JONES FINANCIAL COMPANIES LLLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2024 | 3 |
Crewe Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2023 | Q2 2024 | 3 |
Swisher Financial Concepts, Inc. | 3 | 3 | 3.45% | 3.64% | 4.00% | Q4 2023 | Q2 2024 | 3 |
TUCKER ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
LPF Advisors LLC | 3 | 3 | 0.43% | 0.47% | 0.50% | Q4 2023 | Q2 2024 | 3 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 3 | 3 | 0.10% | 0.14% | 0.20% | Q1 2022 | Q3 2022 | 3 |
Connectus Wealth, LLC | 3 | 3 | 0.05% | 0.10% | 0.17% | Q3 2023 | Q1 2024 | 3 |
B. Riley Wealth Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q1 2024 | 3 |
GUIDANCE CAPITAL, INC | 3 | 3 | 0.10% | 0.19% | 0.28% | Q4 2023 | Q2 2024 | 3 |
Next Capital Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q3 2019 | 2 |
Paradigm Financial Advisors, LLC | 2 | 2 | 0.19% | 0.21% | 0.23% | Q1 2021 | Q2 2021 | 2 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 2 |
Pensionmark Financial Group, LLC | 2 | 2 | 0.06% | 0.11% | 0.15% | Q1 2024 | Q2 2024 | 2 |
Retirement Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 2 | 2 | 0.00% | 0.12% | 0.23% | Q4 2021 | Q1 2022 | 2 |
BROWN BROTHERS HARRIMAN & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
WORLD EQUITY GROUP, INC. | 2 | 2 | 0.08% | 0.10% | 0.12% | Q1 2024 | Q2 2024 | 2 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
MWA Asset Management | 2 | 2 | 0.18% | 0.19% | 0.20% | Q1 2024 | Q2 2024 | 2 |
Oxford Wealth Group, LLC | 2 | 2 | 0.99% | 1.02% | 1.04% | Q1 2024 | Q2 2024 | 2 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 2 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q1 2024 | Q2 2024 | 2 |
MCF Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
Balboa Wealth Partners | 2 | 2 | 0.08% | 0.18% | 0.29% | Q4 2022 | Q1 2023 | 2 |
Squar Milner Financial Services LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Colony Group, LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q1 2024 | Q2 2024 | 2 |
Bright Futures Wealth Management, LLC. | 2 | 2 | 0.12% | 0.12% | 0.12% | Q1 2024 | Q2 2024 | 2 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q1 2024 | 2 |
New England Investment & Retirement Group, Inc. | 2 | 2 | 2.04% | 2.06% | 2.09% | Q2 2021 | Q3 2021 | 2 |
Capital Analysts, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
SIMPLEX TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Register Financial Advisors LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2024 | Q2 2024 | 2 |
Piedmont Capital Management, LLC | 2 | 2 | 3.77% | 3.87% | 3.97% | Q2 2021 | Q3 2021 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Modern Wealth Management, LLC | 2 | 2 | 0.17% | 0.18% | 0.20% | Q1 2024 | Q2 2024 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.33% | 0.34% | 0.35% | Q1 2021 | Q2 2021 | 2 |
Bartlett & Co. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
Aveo Capital Partners, LLC | 2 | 2 | 0.38% | 0.48% | 0.58% | Q1 2024 | Q2 2024 | 2 |
Walleye Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
BOURGEON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
VALLEY NATIONAL ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 2 | 2 | 0.19% | 0.22% | 0.26% | Q3 2023 | Q4 2023 | 2 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Operose Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Redwood Wealth Management Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
Fairscale Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2024 | Q2 2024 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Cedar Brook Financial Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2024 | Q1 2024 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BREITER CAPITAL MANAGEMENT INC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q2 2021 | Q2 2021 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2023 | Q1 2023 | 1 |
Jackson Wealth Management, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2022 | Q4 2022 | 1 |
Edge Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Valmark Advisers, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
F3Logic, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2020 | Q3 2020 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2023 | Q4 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2019 | Q4 2019 | 1 |
Sageworth Trust Co | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cyr Financial Inc. | 1 | 1 | 4.12% | 4.12% | 4.12% | Q2 2024 | Q2 2024 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
First Command Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FLAGSHIP HARBOR ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q1 2024 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
GPS Wealth Strategies Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Resource Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Wealthstar Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q2 2021 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
LEVEL FOUR FINANCIAL, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
FOCUS FINANCIAL NETWORK INC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Ashton Thomas Private Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
SpiderRock Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q1 2024 | 1 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2024 | Q2 2024 | 1 |
INSIGNEO ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Maltin Wealth Management, Inc. | 1 | 1 | 1.63% | 1.63% | 1.63% | Q4 2019 | Q4 2019 | 1 |
SteelPeak Wealth, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Portfolio Strategies, Inc. | 1 | 1 | 2.75% | 2.75% | 2.75% | Q2 2021 | Q2 2021 | 1 |
Activest Wealth Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
PRUDENTIAL FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2024 | Q2 2024 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2023 | Q1 2023 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Vantage Financial Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2024 | Q2 2024 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
Cordasco Financial Network | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 1.84% | 1.84% | 1.84% | Q3 2021 | Q3 2021 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 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.