Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Private Advisor Group, LLC | 18 | 18 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q3 2023 | 18 |
COMMONWEALTH EQUITY SERVICES, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
MORGAN STANLEY | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Claro Advisors LLC | 18 | 18 | 0.17% | 0.28% | 0.52% | Q2 2019 | Q3 2023 | 18 |
UBS Group AG | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
JPMORGAN CHASE & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Geneos Wealth Management Inc. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
FIRST FINANCIAL CORP /IN/ | 18 | 18 | 0.09% | 0.11% | 0.13% | Q2 2019 | Q3 2023 | 18 |
SMITH, MOORE & CO. | 18 | 18 | 0.07% | 0.09% | 0.11% | Q2 2019 | Q3 2023 | 18 |
LPL Financial LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Investors Research Corp | 18 | 18 | 0.58% | 0.77% | 1.02% | Q2 2019 | Q3 2023 | 18 |
WELLS FARGO & COMPANY/MN | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Fusion Family Wealth LLC | 18 | 18 | 3.87% | 4.76% | 5.31% | Q2 2019 | Q3 2023 | 18 |
Klingman & Associates, LLC | 18 | 18 | 0.10% | 0.11% | 0.15% | Q2 2019 | Q3 2023 | 18 |
HighTower Advisors, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
US BANCORP \DE\ | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
RAYMOND JAMES & ASSOCIATES | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
FMR LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Patriot Financial Group Insurance Agency, LLC | 18 | 18 | 0.05% | 0.08% | 0.12% | Q2 2019 | Q3 2023 | 18 |
BANK OF AMERICA CORP /DE/ | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Kistler-Tiffany Companies, LLC | 17 | 17 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2023 | 17 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 17 | 17 | 0.05% | 0.13% | 0.22% | Q3 2019 | Q3 2023 | 17 |
Snowden Capital Advisors LLC | 9 | 8 | 0.04% | 0.05% | 0.07% | Q2 2019 | Q3 2023 | 17 |
AMERIPRISE FINANCIAL INC | 12 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
Janney Montgomery Scott LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
Cetera Advisors LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
RVW Wealth, LLC | 16 | 16 | 2.00% | 3.27% | 4.05% | Q1 2020 | Q4 2023 | 16 |
Resonant Capital Advisors, LLC | 16 | 16 | 0.22% | 0.79% | 2.44% | Q4 2019 | Q3 2023 | 16 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.03% | 0.08% | Q1 2020 | Q3 2023 | 15 |
American Portfolios Advisors | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 14 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Raymond James Financial Services Advisors, Inc. | 12 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 14 |
ENVESTNET ASSET MANAGEMENT INC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 14 |
NewEdge Advisors, LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Hudock, Inc. | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q3 2022 | 14 |
Cambridge Investment Research Advisors, Inc. | 11 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 13 |
Marshall Financial Group LLC | 12 | 12 | 0.25% | 0.35% | 0.60% | Q4 2020 | Q3 2023 | 12 |
MATRIX PRIVATE CAPITAL GROUP LLC | 12 | 12 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Flaharty Asset Management, LLC | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
TRUIST FINANCIAL CORP | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Parallel Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Carroll Financial Associates, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 11 |
GOLDMAN SACHS GROUP INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
MML INVESTORS SERVICES, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Spire Wealth Management | 10 | 10 | 0.00% | 0.01% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Fiera Capital Corp | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Equitable Holdings, Inc. | 5 | 4 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 9 |
Financial Advocates Investment Management | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q2 2021 | 9 |
HARBOUR INVESTMENTS, INC. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 9 |
Capital Asset Advisory Services LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 9 |
Ancora Advisors LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
J.P. Morgan Private Wealth Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Latitude Advisors, LLC | 8 | 8 | 0.10% | 0.33% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Lindbrook Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Bowman & Co S.C. | 8 | 8 | 0.17% | 0.19% | 0.22% | Q4 2021 | Q3 2023 | 8 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.09% | 0.64% | Q4 2020 | Q4 2022 | 7 |
KB FINANCIAL PARTNERS, LLC | 7 | 7 | 0.00% | 0.18% | 0.67% | Q1 2021 | Q3 2022 | 7 |
STIFEL FINANCIAL CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 7 |
Orion Capital Management LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.16% | 0.18% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Rise Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
BlackRock Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
STEPHENS INC /AR/ | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2021 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
CITIGROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 6 |
Strategic Blueprint, LLC | 4 | 2 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 6 |
Stratos Wealth Partners, LTD. | 5 | 1 | 0.02% | 0.06% | 0.10% | Q2 2019 | Q4 2022 | 6 |
Transamerica Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
NWAM LLC | 5 | 5 | 0.03% | 0.06% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Gradient Investments LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Dynamic Advisor Solutions LLC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 5 |
Global Retirement Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Eagle Strategies LLC | 3 | 2 | 0.65% | 0.90% | 1.25% | Q4 2021 | Q3 2023 | 5 |
MEEDER ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Western Wealth Management, LLC | 5 | 5 | 0.01% | 0.07% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Wealthcare Advisory Partners LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 5 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.00% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 5 |
Bogart Wealth, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2020 | 5 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 5 |
Sigma Planning Corp | 3 | 1 | 0.01% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 4 |
PARSONS CAPITAL MANAGEMENT INC/RI | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 4 |
GeoWealth Management, LLC | 3 | 1 | 0.10% | 0.25% | 0.54% | Q3 2021 | Q3 2023 | 4 |
BLB&B Advisors, LLC | 4 | 4 | 0.06% | 0.12% | 0.18% | Q2 2019 | Q1 2020 | 4 |
IAM Advisory, LLC | 3 | 3 | 0.10% | 0.11% | 0.11% | Q3 2021 | Q1 2022 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.21% | 0.23% | 0.27% | Q4 2021 | Q2 2022 | 3 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
IFP Advisors, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Ironwood Financial, llc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Anson Capital, Inc. | 3 | 3 | 2.29% | 4.76% | 6.10% | Q1 2023 | Q3 2023 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q2 2020 | 3 |
WEDBUSH SECURITIES INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Winslow, Evans & Crocker, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Advocacy Wealth Management Services, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q4 2019 | 3 |
OneDigital Investment Advisors LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 3 |
9258 Wealth Management, LLC | 3 | 3 | 0.09% | 0.27% | 0.52% | Q1 2023 | Q3 2023 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
BLAIR WILLIAM & CO/IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Nordwand Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Laurel Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 3 | 3 | 0.02% | 0.04% | 0.08% | Q3 2020 | Q1 2021 | 3 |
First Heartland Consultants, Inc. | 3 | 3 | 0.14% | 0.16% | 0.18% | Q1 2021 | Q3 2021 | 3 |
VitalStone Financial, LLC | 3 | 3 | 0.00% | 0.24% | 0.70% | Q4 2022 | Q2 2023 | 3 |
FIFTH THIRD BANCORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 3 |
Tarbox Family Office, Inc. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q4 2019 | 3 |
Stratos Wealth Advisors, LLC | 3 | 3 | 0.28% | 0.29% | 0.31% | Q1 2023 | Q3 2023 | 3 |
Advisor Group, Inc. | 3 | 3 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q4 2019 | 3 |
Clarity Financial LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Balboa Wealth Partners | 2 | 2 | 0.08% | 0.18% | 0.29% | Q4 2022 | Q1 2023 | 2 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.03% | 0.11% | 0.19% | Q1 2023 | Q2 2023 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
BRADY FAMILY WEALTH, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Aveo Capital Partners, LLC | 2 | 2 | 0.43% | 0.43% | 0.44% | Q2 2023 | Q3 2023 | 2 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 2 | 0.13% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Advisors Preferred, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2021 | 2 |
BOURGEON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
LINCOLN NATIONAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Next Capital Management LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q3 2019 | 2 |
Atria Investments, Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Fermata Advisors, LLC | 1 | 1 | 1.25% | 1.47% | 1.68% | Q1 2023 | Q3 2023 | 2 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 2 |
Systelligence, LLC | 2 | 2 | 4.10% | 4.11% | 4.12% | Q3 2023 | Q4 2023 | 2 |
Cedar Brook Financial Partners, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Tidal Investments LLC | 2 | 2 | 0.45% | 0.52% | 0.58% | Q2 2019 | Q3 2019 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2022 | Q3 2022 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2019 | Q3 2019 | 1 |
Professional Financial Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Maltin Wealth Management, Inc. | 1 | 1 | 1.63% | 1.63% | 1.63% | Q4 2019 | Q4 2019 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2022 | Q1 2022 | 1 |
GYL FINANCIAL SYNERGIES, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
S.A. Mason LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2023 | Q3 2023 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q1 2022 | Q1 2022 | 1 |
Portfolio Strategies, Inc. | 1 | 1 | 2.66% | 2.66% | 2.66% | Q2 2021 | Q2 2021 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Capital Advisors Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | 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.