Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BALDWIN BROTHERS LLC/MA | 19 | 19 | 0.05% | 0.05% | 0.06% | Q2 2019 | Q4 2023 | 19 |
FIFTH THIRD BANCORP | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Geneos Wealth Management Inc. | 18 | 18 | 0.00% | 0.02% | 0.09% | Q2 2019 | Q3 2023 | 18 |
BANK OF AMERICA CORP /DE/ | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
WELLS FARGO & COMPANY/MN | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Fusion Family Wealth LLC | 18 | 18 | 10.54% | 11.86% | 13.07% | Q2 2019 | Q3 2023 | 18 |
Diligent Investors, LLC | 18 | 18 | 0.08% | 0.13% | 0.44% | Q2 2019 | Q3 2023 | 18 |
FMR LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
MORGAN STANLEY | 18 | 18 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 18 |
US BANCORP \DE\ | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
ENVESTNET ASSET MANAGEMENT INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Cetera Advisor Networks LLC | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Bogart Wealth, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
UBS Group AG | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
MONECO Advisors, LLC | 18 | 18 | 0.10% | 0.21% | 1.12% | Q2 2019 | Q3 2023 | 18 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 18 | 18 | 0.24% | 0.53% | 2.50% | Q2 2019 | Q3 2023 | 18 |
TOMPKINS FINANCIAL CORP | 10 | 8 | 0.46% | 2.53% | 5.74% | Q2 2019 | Q4 2023 | 18 |
TSFG, LLC | 18 | 18 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
LPL Financial LLC | 18 | 18 | 0.04% | 0.07% | 0.09% | Q2 2019 | Q3 2023 | 18 |
Tower Research Capital LLC (TRC) | 18 | 18 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q3 2023 | 18 |
COMMONWEALTH EQUITY SERVICES, LLC | 18 | 18 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
STIFEL FINANCIAL CORP | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Flaharty Asset Management, LLC | 18 | 18 | 0.09% | 0.14% | 0.23% | Q2 2019 | Q3 2023 | 18 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.00% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 18 |
AMERIPRISE FINANCIAL INC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Raymond James Financial Services Advisors, Inc. | 18 | 18 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Private Advisor Group, LLC | 18 | 18 | 0.00% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 18 |
Klingman & Associates, LLC | 18 | 18 | 1.26% | 1.46% | 1.95% | Q2 2019 | Q3 2023 | 18 |
HighTower Advisors, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Ancora Advisors LLC | 18 | 18 | 0.01% | 0.05% | 0.13% | Q2 2019 | Q3 2023 | 18 |
RAYMOND JAMES & ASSOCIATES | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
AVANTAX ADVISORY SERVICES, INC. | 18 | 18 | 0.09% | 0.16% | 0.44% | Q2 2019 | Q3 2023 | 18 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 18 | 18 | 0.01% | 0.02% | 0.07% | Q2 2019 | Q3 2023 | 18 |
LINCOLN NATIONAL CORP | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Patriot Financial Group Insurance Agency, LLC | 18 | 18 | 0.05% | 0.08% | 0.13% | Q2 2019 | Q3 2023 | 18 |
ROYAL BANK OF CANADA | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Kelman-Lazarov, Inc. | 18 | 18 | 0.66% | 1.13% | 1.92% | Q2 2019 | Q3 2023 | 18 |
MML INVESTORS SERVICES, LLC | 14 | 3 | 0.00% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 17 |
Cambridge Investment Research Advisors, Inc. | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 17 |
Jacobi Capital Management LLC | 13 | 4 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 17 |
Global Retirement Partners, LLC | 10 | 7 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q3 2023 | 17 |
Equitable Holdings, Inc. | 16 | 16 | 0.03% | 0.06% | 0.11% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Resonant Capital Advisors, LLC | 16 | 16 | 0.62% | 0.94% | 2.26% | Q4 2019 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
E&G Advisors, LP | 13 | 3 | 0.07% | 0.09% | 0.11% | Q2 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Edge Capital Group, LLC | 15 | 15 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Sigma Planning Corp | 11 | 1 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 15 |
RVW Wealth, LLC | 15 | 15 | 0.64% | 1.50% | 2.09% | Q2 2020 | Q4 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
BROWN BROTHERS HARRIMAN & CO | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Smart Portfolios, LLC | 13 | 2 | 0.26% | 0.42% | 0.76% | Q2 2019 | Q1 2023 | 15 |
NewEdge Advisors, LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
HUNTINGTON NATIONAL BANK | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
COZAD ASSET MANAGEMENT INC | 14 | 14 | 0.07% | 0.08% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Hudock, Inc. | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2022 | 14 |
American Portfolios Advisors | 14 | 14 | 0.05% | 0.07% | 0.10% | Q2 2019 | Q3 2022 | 14 |
Janney Montgomery Scott LLC | 11 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 14 |
PNC FINANCIAL SERVICES GROUP, INC. | 11 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Snowden Capital Advisors LLC | 8 | 2 | 0.00% | 0.04% | 0.15% | Q2 2019 | Q3 2023 | 13 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 13 | 13 | 0.04% | 0.15% | 0.75% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Financial Advocates Investment Management | 13 | 13 | 0.02% | 0.05% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Capital Analysts, LLC | 10 | 3 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q4 2022 | 13 |
Wealth Management Partners, LLC | 12 | 12 | 1.47% | 2.98% | 4.16% | Q4 2020 | Q3 2023 | 12 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
MATRIX PRIVATE CAPITAL GROUP LLC | 12 | 12 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Marshall Financial Group LLC | 12 | 12 | 0.19% | 0.28% | 0.38% | Q4 2020 | Q3 2023 | 12 |
RAYMOND JAMES TRUST N.A. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Rodgers & Associates, LTD | 12 | 12 | 0.29% | 0.34% | 0.42% | Q4 2020 | Q3 2023 | 12 |
Laurel Wealth Advisors, Inc. | 8 | 3 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q4 2022 | 11 |
STEPHENS INC /AR/ | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2021 | 11 |
Carroll Financial Associates, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 11 |
BESSEMER GROUP INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
JPMORGAN CHASE & CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Stratos Wealth Partners, LTD. | 11 | 11 | 0.07% | 0.15% | 0.19% | Q1 2021 | Q3 2023 | 11 |
Belpointe Asset Management LLC | 11 | 11 | 0.01% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
First Heartland Consultants, Inc. | 11 | 11 | 0.01% | 0.95% | 2.77% | Q2 2019 | Q4 2021 | 11 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 11 |
Ellis Investment Partners, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 11 |
Cetera Investment Advisers | 6 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.02% | 0.29% | 1.41% | Q4 2020 | Q3 2023 | 10 |
J.P. Morgan Private Wealth Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Cetera Advisors LLC | 7 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 10 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.14% | 0.16% | 0.18% | Q4 2019 | Q2 2023 | 10 |
Arkadios Wealth Advisors | 10 | 10 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q1 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.14% | 0.30% | Q1 2021 | Q3 2023 | 10 |
Integrated Wealth Concepts LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Legacy Capital Wealth Partners, LLC | 10 | 10 | 2.54% | 4.74% | 5.94% | Q2 2021 | Q3 2023 | 10 |
CAPTRUST FINANCIAL ADVISORS | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 10 |
CITIGROUP INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 10 |
Western Wealth Management, LLC | 8 | 1 | 0.03% | 0.11% | 0.39% | Q2 2021 | Q3 2023 | 9 |
Fiera Capital Corp | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Domani Wealth, LLC | 9 | 9 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q1 2023 | 9 |
Ameritas Investment Partners, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Lindbrook Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
BANK OF MONTREAL /CAN/ | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 8 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 8 | 8 | 1.23% | 1.37% | 1.66% | Q4 2021 | Q3 2023 | 8 |
Ameritas Investment Company, LLC | 6 | 2 | 0.00% | 0.05% | 0.08% | Q3 2019 | Q3 2021 | 8 |
Operose Advisors LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
ERn Financial, LLC | 8 | 8 | 1.62% | 5.78% | 6.69% | Q4 2021 | Q3 2023 | 8 |
IFP Advisors, Inc | 8 | 8 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q2 2021 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Key Client Fiduciary Advisors, LLC | 8 | 8 | 0.20% | 0.26% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.38% | 0.46% | 0.64% | Q4 2021 | Q3 2023 | 8 |
Prospera Financial Services Inc | 7 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 8 |
BerganKDV Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Stonebridge Capital Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Kozak & Associates, Inc. | 8 | 8 | 0.86% | 5.11% | 7.75% | Q4 2021 | Q3 2023 | 8 |
Weaver Consulting Group | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2020 | 7 |
Founders Capital Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 7 |
Realta Investment Advisors | 3 | 2 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.08% | 0.13% | Q1 2022 | Q3 2023 | 7 |
PARSONS CAPITAL MANAGEMENT INC/RI | 4 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 7 |
Winslow, Evans & Crocker, Inc. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q4 2020 | 7 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
FourThought Financial, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
IHT Wealth Management, LLC | 7 | 7 | 0.05% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 7 |
GREAT VALLEY ADVISOR GROUP, INC. | 7 | 7 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Dynamic Advisor Solutions LLC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
DENVER WEALTH MANAGEMENT, INC. | 6 | 1 | 3.87% | 4.32% | 4.78% | Q1 2021 | Q3 2023 | 7 |
AdvisorNet Financial, Inc | 4 | 1 | 0.00% | 0.03% | 0.10% | Q1 2020 | Q3 2023 | 6 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 6 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2020 | 6 |
Transamerica Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Wealth Alliance | 2 | 1 | 0.03% | 0.57% | 2.00% | Q4 2019 | Q2 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Barrett Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Brookstone Capital Management | 6 | 6 | 0.04% | 0.05% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Qube Research & Technologies Ltd | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Raleigh Capital Management Inc. | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
GOLDMAN SACHS GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 6 |
PROVENCE WEALTH MANAGEMENT GROUP | 5 | 1 | 0.01% | 0.22% | 0.28% | Q4 2021 | Q3 2023 | 6 |
Acorn Wealth Advisors, LLC | 6 | 6 | 0.38% | 0.45% | 0.53% | Q2 2022 | Q3 2023 | 6 |
Pflug Koory, LLC | 6 | 6 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Kalos Management, Inc. | 6 | 6 | 0.92% | 1.36% | 2.00% | Q1 2022 | Q2 2023 | 6 |
Allworth Financial LP | 6 | 6 | 1.11% | 1.30% | 1.58% | Q2 2022 | Q3 2023 | 6 |
FinTrust Capital Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2020 | 5 |
AE Wealth Management LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Merit Financial Group, LLC | 5 | 5 | 0.10% | 0.10% | 0.11% | Q3 2022 | Q3 2023 | 5 |
WIN ADVISORS, INC | 4 | 1 | 0.00% | 1.06% | 2.81% | Q1 2022 | Q2 2023 | 5 |
CENTAURUS FINANCIAL, INC. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
ATLAS CAPITAL ADVISORS LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2020 | 5 |
Clearview Wealth Advisors LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 5 |
Gradient Investments LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.07% | 0.10% | 0.13% | Q3 2022 | Q3 2023 | 5 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 5 |
FineMark National Bank & Trust | 5 | 5 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q2 2020 | 5 |
Kingsview Wealth Management, LLC | 3 | 1 | 0.01% | 0.05% | 0.07% | Q2 2019 | Q4 2021 | 4 |
Personal Wealth Partners | 3 | 1 | 0.00% | 0.07% | 0.26% | Q2 2019 | Q2 2021 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.10% | 0.21% | 0.51% | Q4 2022 | Q3 2023 | 4 |
PIN OAK INVESTMENT ADVISORS INC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q1 2020 | 4 |
Mariner, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Valeo Financial Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 4 | 4 | 4.82% | 5.50% | 5.94% | Q4 2022 | Q3 2023 | 4 |
SYNOVUS FINANCIAL CORP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 4 |
Accurate Wealth Management, LLC | 4 | 4 | 0.13% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Bell Investment Advisors, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 4 |
Hilltop Partners LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
CORA CAPITAL ADVISORS LLC | 4 | 4 | 0.48% | 0.50% | 0.53% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.40% | 0.41% | 0.43% | Q4 2021 | Q2 2022 | 3 |
Sargent Bickham Lagudis LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
First Allied Advisory Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q2 2020 | 3 |
Valmark Advisers, Inc. | 3 | 3 | 0.03% | 0.06% | 0.08% | Q4 2022 | Q2 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Next Capital Management LLC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q2 2019 | Q4 2019 | 3 |
Lowe Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q4 2023 | 3 |
Solano Wealth Management, Inc. | 3 | 3 | 1.42% | 1.46% | 1.54% | Q1 2023 | Q3 2023 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.62% | 0.70% | 0.76% | Q1 2023 | Q3 2023 | 3 |
Wealthcare Advisory Partners LLC | 3 | 3 | 0.09% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 3 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2019 | Q4 2019 | 3 |
Aspire Capital Advisors LLC | 3 | 3 | 2.61% | 2.74% | 2.86% | Q1 2023 | Q3 2023 | 3 |
Advisor Group, Inc. | 3 | 3 | 0.04% | 0.06% | 0.08% | Q2 2019 | Q4 2019 | 3 |
Creative Planning | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
NWAM LLC | 3 | 3 | 0.02% | 0.06% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Laurel Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WHITENER CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q3 2019 | 2 |
55I, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
GPS Wealth Strategies Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Narwhal Capital Management | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2020 | 2 |
GSA CAPITAL PARTNERS LLP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 2 | 0.16% | 0.25% | 0.34% | Q2 2022 | Q3 2022 | 2 |
CX Institutional | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q2 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
Glass Jacobson Investment Advisors llc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
BOURGEON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 1.05% | 1.11% | 1.17% | Q4 2022 | Q1 2023 | 2 |
Tradition Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2020 | 2 |
Ford Financial Group, LLC | 2 | 2 | 1.21% | 1.28% | 1.34% | Q3 2022 | Q4 2022 | 2 |
IAM Advisory, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q4 2022 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 2 | 2 | 0.63% | 0.68% | 0.72% | Q4 2019 | Q1 2020 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BB&T SECURITIES, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Savant Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Archer Investment Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 2 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 2 | 2 | 2.80% | 3.01% | 3.22% | Q2 2022 | Q3 2022 | 2 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
FIFTH THIRD SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Smithfield Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
F3Logic, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2020 | Q3 2020 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Diversified, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
OPPENHEIMER & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Community Financial Services Group, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
RiverTree Advisors, LLC | 1 | 1 | 2.76% | 2.76% | 2.76% | Q1 2022 | Q1 2022 | 1 |
Disciplined Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
PRUDENTIAL FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Consolidated Portfolio Review Corp | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
RMR Wealth Builders | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2023 | Q1 2023 | 1 |
Goelzer Investment Management, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2022 | Q2 2022 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Empirical Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Tyler-Stone Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
BLAIR WILLIAM & CO/IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
QUEST CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2022 | Q3 2022 | 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.