Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2024 | 28 |
Front Row Advisors LLC | 25 | 25 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q2 2024 | 25 |
GOLDMAN SACHS GROUP INC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 25 |
OPPENHEIMER & CO INC | 25 | 25 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2024 | 25 |
Tortoise Investment Management, LLC | 25 | 25 | 0.64% | 2.41% | 5.48% | Q2 2018 | Q2 2024 | 25 |
BALDWIN WEALTH PARTNERS LLC/MA | 25 | 25 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q2 2024 | 25 |
Versant Capital Management, Inc | 25 | 25 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2024 | 25 |
LPL Financial LLC | 25 | 25 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q2 2024 | 25 |
CITIGROUP INC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 25 |
LAZARD ASSET MANAGEMENT LLC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 25 |
RATIONAL ADVISORS LLC | 25 | 25 | 0.07% | 1.08% | 2.91% | Q2 2018 | Q2 2024 | 25 |
ENVESTNET ASSET MANAGEMENT INC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2024 | 25 |
RAYMOND JAMES & ASSOCIATES | 25 | 25 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q2 2024 | 25 |
Sigma Planning Corp | 25 | 25 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q2 2024 | 25 |
PNC FINANCIAL SERVICES GROUP, INC. | 25 | 25 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q2 2024 | 25 |
UBS Group AG | 25 | 25 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2024 | 25 |
BANK OF AMERICA CORP /DE/ | 25 | 25 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2024 | 25 |
WHITTIER TRUST CO | 25 | 25 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q2 2024 | 25 |
WELLS FARGO & COMPANY/MN | 25 | 25 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q2 2024 | 25 |
AMERIPRISE FINANCIAL INC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2024 | 25 |
Family Legacy, Inc. | 25 | 25 | 0.12% | 0.23% | 0.37% | Q2 2018 | Q2 2024 | 25 |
Janney Montgomery Scott LLC | 25 | 25 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q2 2024 | 25 |
Capital Investment Advisory Services, LLC | 25 | 25 | 0.02% | 0.79% | 2.18% | Q2 2018 | Q2 2024 | 25 |
Cambridge Investment Research Advisors, Inc. | 25 | 25 | 0.00% | 0.02% | 0.10% | Q2 2018 | Q2 2024 | 25 |
Bangor Savings Bank | 25 | 25 | 1.08% | 1.53% | 2.29% | Q2 2018 | Q2 2024 | 25 |
WHITTIER TRUST CO OF NEVADA INC | 25 | 25 | 0.02% | 0.06% | 0.10% | Q2 2018 | Q2 2024 | 25 |
Kingsview Wealth Management, LLC | 25 | 25 | 0.01% | 0.23% | 0.87% | Q2 2018 | Q2 2024 | 25 |
MML INVESTORS SERVICES, LLC | 25 | 25 | 0.01% | 0.03% | 0.07% | Q2 2018 | Q2 2024 | 25 |
MORGAN STANLEY | 25 | 25 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2024 | 25 |
Invesco Ltd. | 25 | 25 | 0.00% | 0.07% | 0.13% | Q2 2018 | Q2 2024 | 25 |
Raymond James Financial Services Advisors, Inc. | 25 | 25 | 0.03% | 0.05% | 0.12% | Q2 2018 | Q2 2024 | 25 |
ROYAL BANK OF CANADA | 25 | 25 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2024 | 25 |
KEYBANK NATIONAL ASSOCIATION/OH | 25 | 25 | 0.03% | 0.08% | 0.13% | Q2 2018 | Q2 2024 | 25 |
Kingfisher Capital LLC | 25 | 25 | 0.15% | 1.05% | 1.93% | Q2 2018 | Q2 2024 | 25 |
ROBERTS GLORE & CO INC /IL/ | 25 | 25 | 0.48% | 1.14% | 1.85% | Q2 2018 | Q2 2024 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2024 | 25 |
Patten Group, Inc. | 25 | 25 | 0.42% | 1.18% | 2.12% | Q2 2018 | Q2 2024 | 25 |
OPTIMUM INVESTMENT ADVISORS | 25 | 25 | 0.03% | 0.07% | 0.14% | Q2 2018 | Q2 2024 | 25 |
US BANCORP \DE\ | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 25 |
GOULD ASSET MANAGEMENT LLC /CA/ | 25 | 25 | 0.58% | 2.42% | 3.82% | Q2 2018 | Q2 2024 | 25 |
IFP Advisors, Inc | 20 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q2 2024 | 25 |
GUGGENHEIM CAPITAL LLC | 25 | 25 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q2 2024 | 25 |
White Pine Investment CO | 24 | 24 | 0.25% | 0.60% | 0.78% | Q3 2018 | Q2 2024 | 24 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 24 | 24 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2024 | 24 |
Signature Wealth Management Group | 21 | 3 | 0.87% | 1.27% | 1.94% | Q2 2018 | Q2 2024 | 24 |
JPMORGAN CHASE & CO | 17 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 24 |
CENTRAL TRUST Co | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2024 | 24 |
First Horizon Advisors, Inc. | 15 | 9 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2024 | 24 |
ANCHOR CAPITAL ADVISORS LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2024 | 24 |
BNP PARIBAS FINANCIAL MARKETS | 24 | 24 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2024 | 24 |
Archer Investment Corp | 23 | 23 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2024 | 23 |
HighTower Advisors, LLC | 21 | 1 | 0.00% | 0.04% | 0.09% | Q2 2018 | Q2 2024 | 23 |
Focused Wealth Management, Inc | 23 | 23 | 0.00% | 0.08% | 0.19% | Q2 2018 | Q4 2023 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2024 | 23 |
KG&L Capital Management,LLC | 23 | 23 | 0.34% | 0.65% | 0.93% | Q4 2018 | Q2 2024 | 23 |
STIFEL FINANCIAL CORP | 15 | 8 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2024 | 23 |
Cetera Advisor Networks LLC | 23 | 23 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q4 2023 | 23 |
FMR LLC | 18 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2024 | 22 |
Steward Partners Investment Advisory, LLC | 21 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q2 2024 | 22 |
Private Advisor Group, LLC | 21 | 1 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q2 2024 | 22 |
Joseph P. Lucia & Associates, LLC | 22 | 22 | 0.34% | 1.76% | 3.48% | Q1 2019 | Q2 2024 | 22 |
LINCOLN NATIONAL CORP | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Tidal Investments LLC | 22 | 22 | 0.01% | 0.26% | 1.08% | Q1 2019 | Q2 2024 | 22 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 22 | 22 | 0.35% | 0.68% | 1.16% | Q1 2019 | Q2 2024 | 22 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 14 | 7 | 0.10% | 0.18% | 0.23% | Q2 2018 | Q3 2023 | 21 |
FIFTH THIRD BANCORP | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 21 |
PFS INVESTMENTS INC. | 21 | 21 | 0.05% | 0.69% | 1.55% | Q2 2018 | Q2 2023 | 21 |
Wealthspire Advisors, LLC | 21 | 21 | 0.17% | 0.93% | 1.66% | Q2 2019 | Q2 2024 | 21 |
Geneos Wealth Management Inc. | 17 | 4 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q2 2024 | 21 |
Haverford Trust Co | 21 | 21 | 0.00% | 0.22% | 0.29% | Q2 2018 | Q2 2023 | 21 |
CWM, LLC | 11 | 10 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2024 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.18% | 0.32% | Q2 2018 | Q2 2023 | 21 |
Stratos Wealth Partners, LTD. | 14 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q1 2024 | 20 |
MASSMUTUAL TRUST CO FSB/ADV | 12 | 2 | 0.01% | 0.03% | 0.07% | Q2 2018 | Q2 2024 | 20 |
DONALDSON CAPITAL MANAGEMENT, LLC | 20 | 20 | 0.08% | 1.49% | 3.02% | Q3 2019 | Q2 2024 | 20 |
CAPRIN ASSET MANAGEMENT LLC /ADV | 19 | 19 | 0.12% | 0.16% | 0.19% | Q2 2018 | Q4 2022 | 19 |
Samalin Investment Counsel, LLC | 19 | 19 | 0.13% | 0.56% | 1.09% | Q4 2019 | Q2 2024 | 19 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2024 | 19 |
American Portfolios Advisors | 18 | 18 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2022 | 18 |
TRUIST FINANCIAL CORP | 18 | 18 | 0.01% | 0.04% | 0.09% | Q4 2019 | Q1 2024 | 18 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q2 2024 | 18 |
Mariner, LLC | 18 | 18 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2022 | 18 |
WEDBUSH SECURITIES INC | 18 | 18 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2022 | 18 |
Rockefeller Capital Management L.P. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2024 | 18 |
OSAIC HOLDINGS, INC. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2024 | 18 |
Ashfield Capital Partners, LLC | 18 | 18 | 0.04% | 0.08% | 0.12% | Q2 2018 | Q3 2022 | 18 |
WRAPMANAGER INC | 17 | 17 | 0.39% | 0.47% | 0.57% | Q2 2020 | Q2 2024 | 17 |
FLAGSHIP HARBOR ADVISORS, LLC | 17 | 17 | 0.03% | 0.06% | 0.10% | Q2 2018 | Q2 2022 | 17 |
Exchange Capital Management, Inc. | 16 | 1 | 0.00% | 0.58% | 0.73% | Q2 2018 | Q2 2024 | 17 |
Koshinski Asset Management, Inc. | 11 | 1 | 0.02% | 0.04% | 0.10% | Q4 2019 | Q2 2024 | 17 |
Qube Research & Technologies Ltd | 10 | 1 | 0.00% | 0.08% | 0.44% | Q4 2019 | Q2 2024 | 17 |
HUNTINGTON NATIONAL BANK | 13 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2024 | 17 |
BANK OF MONTREAL /CAN/ | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2024 | 17 |
Patriot Financial Group Insurance Agency, LLC | 17 | 17 | 0.00% | 0.02% | 0.10% | Q4 2018 | Q4 2022 | 17 |
Kestra Advisory Services, LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q2 2024 | 16 |
First National Bank of South Miami | 16 | 16 | 0.10% | 0.15% | 0.22% | Q1 2019 | Q4 2022 | 16 |
Parallel Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 16 |
Stokes Family Office, LLC | 16 | 16 | 0.04% | 0.29% | 1.66% | Q3 2020 | Q2 2024 | 16 |
Avion Wealth | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2024 | 16 |
Hilltop Holdings Inc. | 12 | 4 | 0.05% | 0.26% | 0.61% | Q2 2018 | Q2 2024 | 16 |
Global Retirement Partners, LLC | 10 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2024 | 16 |
United Asset Strategies, Inc. | 16 | 16 | 0.07% | 0.21% | 0.26% | Q3 2020 | Q2 2024 | 16 |
Glen Eagle Advisors, LLC | 15 | 15 | 0.00% | 0.09% | 0.20% | Q1 2020 | Q3 2023 | 15 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 14 | 1 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 15 |
Laurel Wealth Advisors, Inc. | 13 | 2 | 0.02% | 0.07% | 0.13% | Q2 2018 | Q2 2022 | 15 |
WADE G W & INC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q4 2021 | 15 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 15 | 15 | 0.02% | 0.18% | 0.63% | Q3 2018 | Q1 2022 | 15 |
Sowell Financial Services LLC | 10 | 5 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 15 |
WOLFF WIESE MAGANA LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2024 | 15 |
ATLAS CAPITAL ADVISORS LLC | 9 | 1 | 0.00% | 0.24% | 0.80% | Q1 2019 | Q2 2024 | 14 |
BARCLAYS PLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2024 | 14 |
COUNTRY TRUST BANK | 14 | 14 | 0.03% | 0.10% | 0.12% | Q1 2021 | Q2 2024 | 14 |
CITY HOLDING CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 14 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 14 |
Advisory Services Network, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2023 | 14 |
Mirae Asset Global Investments Co., Ltd. | 14 | 14 | 0.00% | 0.01% | 0.05% | Q1 2021 | Q2 2024 | 14 |
Jacobi Capital Management LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2021 | 14 |
FAGAN ASSOCIATES, INC. | 11 | 1 | 0.09% | 0.16% | 0.30% | Q1 2020 | Q2 2024 | 13 |
MONEY CONCEPTS CAPITAL CORP | 11 | 2 | 0.06% | 0.14% | 0.27% | Q4 2020 | Q2 2024 | 13 |
HARBOUR INVESTMENTS, INC. | 9 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 13 |
Spire Wealth Management | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2024 | 13 |
CreativeOne Wealth, LLC | 11 | 2 | 0.02% | 0.05% | 0.09% | Q4 2020 | Q2 2024 | 13 |
Dynamic Advisor Solutions LLC | 13 | 13 | 0.01% | 0.06% | 0.09% | Q3 2020 | Q3 2023 | 13 |
NewEdge Advisors, LLC | 11 | 2 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q2 2024 | 13 |
Biltmore Family Office, LLC | 8 | 5 | 0.05% | 0.24% | 0.45% | Q4 2020 | Q2 2024 | 13 |
AdvisorNet Financial, Inc | 10 | 1 | 0.00% | 0.00% | 0.04% | Q3 2018 | Q2 2024 | 13 |
CONNING INC. | 12 | 12 | 0.38% | 0.42% | 0.45% | Q3 2021 | Q2 2024 | 12 |
3D/L Capital Management, LLC | 12 | 12 | 0.00% | 0.66% | 0.83% | Q4 2020 | Q3 2023 | 12 |
Merriman Wealth Management, LLC | 6 | 1 | 0.04% | 0.50% | 1.87% | Q2 2018 | Q2 2024 | 12 |
Proficio Capital Partners LLC | 12 | 12 | 0.12% | 0.22% | 0.29% | Q3 2020 | Q2 2023 | 12 |
IHT Wealth Management, LLC | 12 | 12 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q4 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2021 | 12 |
Accretive Wealth Partners, LLC | 12 | 12 | 2.11% | 2.70% | 3.44% | Q4 2020 | Q3 2023 | 12 |
Petix & Botte Co | 10 | 2 | 0.10% | 0.26% | 0.44% | Q4 2019 | Q3 2023 | 12 |
CAPTRUST FINANCIAL ADVISORS | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 11 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.01% | 0.07% | Q4 2018 | Q4 2021 | 11 |
NATIONAL BANK OF CANADA /FI/ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 11 |
SAX WEALTH ADVISORS, LLC | 11 | 11 | 0.04% | 0.08% | 0.13% | Q4 2020 | Q2 2023 | 11 |
TI-TRUST, INC | 11 | 11 | 1.10% | 1.58% | 2.65% | Q4 2021 | Q2 2024 | 11 |
Princeton Global Asset Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q1 2022 | 11 |
AXXCESS WEALTH MANAGEMENT, LLC | 11 | 11 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q2 2024 | 11 |
MGO ONE SEVEN LLC | 7 | 1 | 0.02% | 0.11% | 0.25% | Q4 2018 | Q2 2024 | 11 |
Financial Architects, Inc | 6 | 4 | 0.28% | 0.46% | 0.67% | Q4 2020 | Q2 2023 | 10 |
Baird Financial Group, Inc. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2022 | 10 |
Creative Planning | 10 | 10 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q1 2024 | 10 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2024 | 10 |
Karp Capital Management Corp | 9 | 1 | 0.04% | 1.47% | 2.42% | Q4 2018 | Q1 2022 | 10 |
Treynor Bancshares, Inc. | 10 | 10 | 0.25% | 3.17% | 5.90% | Q4 2021 | Q1 2024 | 10 |
Partnervest Advisory Services LLC | 10 | 10 | 0.14% | 0.30% | 0.46% | Q2 2018 | Q3 2020 | 10 |
Atlas Private Wealth Advisors | 10 | 10 | 0.22% | 3.06% | 5.33% | Q2 2020 | Q3 2022 | 10 |
M&T BANK CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
HCR Wealth Advisors | 10 | 10 | 0.04% | 0.07% | 0.13% | Q1 2021 | Q2 2023 | 10 |
LifePlan Financial Group, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
Pinnacle Bancorp, Inc. | 10 | 10 | 0.06% | 0.08% | 0.10% | Q4 2018 | Q1 2021 | 10 |
Atria Wealth Solutions, Inc. | 10 | 10 | 0.01% | 0.01% | 0.03% | Q1 2022 | Q2 2024 | 10 |
BlackRock Finance, Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 10 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 10 | 10 | 0.06% | 0.19% | 0.36% | Q4 2019 | Q1 2022 | 10 |
Tower Research Capital LLC (TRC) | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2024 | 10 |
ANDERSON HOAGLAND & CO | 7 | 2 | 0.10% | 0.38% | 1.02% | Q4 2020 | Q2 2024 | 9 |
VESTOR CAPITAL, LLC | 5 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 9 |
PRIVATE TRUST CO NA | 9 | 9 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q2 2024 | 9 |
Advisory Alpha, LLC | 9 | 9 | 0.05% | 0.10% | 0.14% | Q1 2022 | Q1 2024 | 9 |
Cerity Partners LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q2 2024 | 9 |
Onyx Bridge Wealth Group LLC | 9 | 9 | 0.29% | 1.05% | 1.99% | Q2 2022 | Q2 2024 | 9 |
Venture Visionary Partners LLC | 9 | 9 | 0.02% | 0.11% | 0.27% | Q4 2020 | Q4 2022 | 9 |
GenTrust, LLC | 9 | 9 | 0.04% | 0.08% | 0.11% | Q2 2018 | Q2 2020 | 9 |
Cresset Asset Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2024 | 9 |
AE Wealth Management LLC | 8 | 1 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q2 2022 | 9 |
Winfield Associates, Inc. | 9 | 9 | 0.16% | 0.35% | 0.50% | Q1 2020 | Q1 2022 | 9 |
IFG Advisory, LLC | 9 | 9 | 0.04% | 0.21% | 0.46% | Q2 2021 | Q2 2023 | 9 |
Ancora Advisors LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q2 2024 | 9 |
Asset Dedication, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 9 |
CITIZENS FINANCIAL GROUP INC/RI | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
FIRST UNITED BANK & TRUST | 6 | 3 | 0.00% | 0.16% | 0.43% | Q4 2020 | Q2 2024 | 9 |
BLUESTEIN R H & CO LLC | 9 | 9 | 0.03% | 0.04% | 0.07% | Q3 2020 | Q3 2022 | 9 |
Canton Hathaway, LLC | 5 | 4 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2021 | 9 |
UMB Bank, n.a. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2024 | 9 |
Alterity Financial Group, LLC | 7 | 1 | 0.85% | 0.94% | 1.01% | Q1 2021 | Q4 2023 | 8 |
Rockbridge Investment Management, LCC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2022 | 8 |
Moors & Cabot, Inc. | 8 | 8 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q2 2022 | 8 |
FLOW TRADERS U.S. LLC | 6 | 1 | 0.01% | 0.06% | 0.14% | Q2 2018 | Q1 2024 | 8 |
Baker Avenue Asset Management, LP | 8 | 8 | 0.01% | 0.06% | 0.10% | Q3 2022 | Q2 2024 | 8 |
ROBINSON CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.10% | 0.18% | Q4 2019 | Q3 2021 | 8 |
Advisors Asset Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
Barnett & Company, Inc. | 5 | 3 | 0.02% | 0.14% | 0.24% | Q2 2018 | Q1 2021 | 8 |
1900 WEALTH MANAGEMENT LLC | 8 | 8 | 0.03% | 0.25% | 0.91% | Q4 2020 | Q3 2022 | 8 |
SRS Capital Advisors, Inc. | 8 | 8 | 0.01% | 0.03% | 0.04% | Q3 2022 | Q2 2024 | 8 |
STEPHENS INC /AR/ | 6 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2024 | 8 |
FIRST FOUNDATION ADVISORS | 7 | 7 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q1 2022 | 7 |
Smith Salley Wealth Management | 7 | 7 | 0.24% | 0.25% | 0.27% | Q2 2022 | Q4 2023 | 7 |
Millington Financial Advisors, LLC | 7 | 7 | 0.17% | 0.22% | 0.26% | Q4 2022 | Q2 2024 | 7 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2022 | 7 |
Eagle Bluffs Wealth Management LLC | 6 | 1 | 0.55% | 1.97% | 4.08% | Q4 2021 | Q2 2024 | 7 |
PETRA FINANCIAL ADVISORS INC | 7 | 7 | 1.08% | 2.05% | 6.21% | Q4 2022 | Q2 2024 | 7 |
TriaGen Wealth Management LLC | 7 | 7 | 0.21% | 0.33% | 0.60% | Q4 2020 | Q2 2022 | 7 |
Clear Harbor Asset Management, LLC | 7 | 7 | 0.02% | 0.06% | 0.08% | Q3 2021 | Q1 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.03% | 0.06% | 0.07% | Q1 2019 | Q3 2020 | 7 |
Ausdal Financial Partners, Inc. | 7 | 7 | 0.19% | 0.26% | 0.36% | Q2 2018 | Q4 2019 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q4 2019 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2021 | 7 |
KCS Wealth Advisory | 7 | 7 | 0.14% | 0.29% | 0.63% | Q4 2020 | Q2 2022 | 7 |
HORIZON FINANCIAL SERVICES, LLC | 4 | 3 | 0.09% | 0.30% | 0.72% | Q2 2021 | Q2 2024 | 7 |
Waterloo Capital, L.P. | 6 | 1 | 0.05% | 0.11% | 0.36% | Q1 2020 | Q2 2024 | 7 |
Corient Private Wealth LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2024 | 7 |
Belpointe Asset Management LLC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 7 |
Garden State Investment Advisory Services LLC | 7 | 7 | 0.08% | 0.10% | 0.13% | Q4 2022 | Q2 2024 | 7 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 3 | 3 | 1.07% | 1.26% | 1.61% | Q2 2022 | Q2 2024 | 6 |
Avidian Wealth Enterprises, LLC | 6 | 6 | 0.05% | 0.16% | 0.27% | Q2 2020 | Q3 2021 | 6 |
CNO Financial Group, Inc. | 6 | 6 | 15.88% | 18.58% | 20.53% | Q4 2020 | Q1 2022 | 6 |
Integrated Wealth Concepts LLC | 5 | 1 | 0.00% | 0.17% | 0.98% | Q4 2021 | Q2 2024 | 6 |
PFG Investments, LLC | 6 | 6 | 0.10% | 0.22% | 0.30% | Q1 2023 | Q2 2024 | 6 |
Maltin Wealth Management, Inc. | 6 | 6 | 0.22% | 0.64% | 1.86% | Q1 2023 | Q2 2024 | 6 |
Sunbelt Securities, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2024 | 6 |
STATE OF WISCONSIN INVESTMENT BOARD | 6 | 6 | 0.08% | 0.11% | 0.14% | Q1 2023 | Q2 2024 | 6 |
Progressive Investment Management Corp | 4 | 1 | 0.06% | 0.09% | 0.11% | Q3 2021 | Q2 2024 | 6 |
SUNTRUST BANKS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Beirne Wealth Consulting Services, LLC | 6 | 6 | 0.45% | 1.96% | 2.86% | Q4 2018 | Q1 2020 | 6 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2024 | 6 |
HC FINANCIAL ADVISORS INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 6 |
BB&T SECURITIES, LLC | 6 | 6 | 0.02% | 0.10% | 0.32% | Q2 2018 | Q3 2019 | 6 |
Alexandria Capital, LLC | 6 | 6 | 0.07% | 0.08% | 0.09% | Q4 2018 | Q1 2020 | 6 |
Carroll Financial Associates, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2020 | 6 |
BARTLETT & CO. WEALTH MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Kovack Advisors, Inc. | 4 | 2 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2024 | 6 |
First Personal Financial Services | 6 | 6 | 0.00% | 0.02% | 0.03% | Q3 2022 | Q4 2023 | 6 |
Private Ocean, LLC | 6 | 6 | 0.04% | 1.47% | 2.74% | Q1 2023 | Q2 2024 | 6 |
Ascendant Capital Management, LLC | 3 | 1 | 2.14% | 3.32% | 4.57% | Q4 2020 | Q1 2023 | 6 |
Arkadios Wealth Advisors | 4 | 2 | 0.03% | 0.29% | 0.53% | Q4 2019 | Q3 2021 | 6 |
Cetera Investment Advisers | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2024 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2019 | 6 |
USCA RIA LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q1 2019 | Q2 2020 | 6 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 6 | 0.03% | 0.15% | 0.24% | Q1 2023 | Q2 2024 | 6 |
Aptus Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 6 |
Prime Capital Investment Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2024 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2019 | 6 |
Bartlett & Co. LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.04% | 0.14% | 0.33% | Q2 2018 | Q3 2020 | 6 |
Strategic Financial Concepts, LLC | 6 | 6 | 0.12% | 0.20% | 0.27% | Q1 2023 | Q2 2024 | 6 |
Clearstead Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2024 | 6 |
BENJAMIN EDWARDS INC | 6 | 6 | 0.02% | 0.07% | 0.13% | Q4 2020 | Q1 2022 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q1 2024 | 5 |
Farther Finance Advisors, LLC | 5 | 5 | 0.04% | 0.06% | 0.12% | Q2 2023 | Q2 2024 | 5 |
Shelter Mutual Insurance Co | 5 | 5 | 1.28% | 1.38% | 1.47% | Q2 2023 | Q2 2024 | 5 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q2 2024 | 5 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 4 | 1 | 0.06% | 0.06% | 0.07% | Q2 2018 | Q3 2019 | 5 |
SeaCrest Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 5 |
ClearBridge Investments | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
CALDWELL SUTTER CAPITAL, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2024 | 5 |
Bank of New York Mellon Corp | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2024 | 5 |
Allspring Global Investments Holdings, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
20/20 Capital Management, Inc. | 5 | 5 | 0.08% | 0.09% | 0.11% | Q2 2020 | Q2 2021 | 5 |
Consolidated Portfolio Review Corp | 5 | 5 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q2 2024 | 5 |
CULLEN/FROST BANKERS, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2024 | 5 |
Investors Research Corp | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
PALLADIUM PARTNERS LLC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q1 2021 | Q1 2022 | 5 |
WESPAC Advisors, LLC | 5 | 5 | 0.79% | 1.01% | 1.31% | Q1 2023 | Q1 2024 | 5 |
Cetera Advisors LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2020 | 5 |
Glassy Mountain Advisors, Inc. | 5 | 5 | 0.24% | 0.27% | 0.30% | Q2 2023 | Q2 2024 | 5 |
OLD SECOND NATIONAL BANK OF AURORA | 3 | 2 | 0.06% | 2.02% | 3.46% | Q4 2020 | Q1 2022 | 5 |
HOLLENCREST CAPITAL MANAGEMENT | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
PROTECTIVE LIFE CORP | 5 | 5 | 2.85% | 3.25% | 3.37% | Q2 2022 | Q2 2023 | 5 |
RMR Wealth Builders | 4 | 1 | 0.04% | 0.12% | 0.21% | Q4 2019 | Q1 2021 | 5 |
Aspen Wealth Strategies, LLC | 5 | 5 | 0.16% | 0.26% | 0.30% | Q4 2022 | Q4 2023 | 5 |
Range Financial Group LLC | 5 | 5 | 0.76% | 0.86% | 0.94% | Q1 2021 | Q1 2022 | 5 |
D L CARLSON INVESTMENT GROUP INC | 5 | 5 | 0.34% | 0.38% | 0.44% | Q2 2023 | Q2 2024 | 5 |
Beacon Pointe Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2024 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Bison Wealth, LLC | 4 | 1 | 0.01% | 0.05% | 0.06% | Q4 2020 | Q2 2024 | 5 |
Harvest Investment Services, LLC | 5 | 5 | 0.10% | 0.19% | 0.25% | Q4 2020 | Q4 2021 | 5 |
STRINGER ASSET MANAGEMENT, LLC | 3 | 2 | 0.37% | 0.93% | 2.48% | Q2 2019 | Q3 2022 | 5 |
Hoxton Planning & Management, LLC | 3 | 1 | 0.11% | 0.19% | 0.31% | Q4 2022 | Q2 2024 | 4 |
OneDigital Investment Advisors LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Wealth Advisory Solutions, LLC | 4 | 4 | 0.08% | 0.10% | 0.13% | Q4 2019 | Q3 2020 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Optimum Quantvest Corp | 4 | 4 | 2.18% | 4.82% | 6.84% | Q4 2019 | Q3 2020 | 4 |
Ford Financial Group, LLC | 2 | 1 | 0.02% | 0.09% | 0.14% | Q4 2019 | Q4 2021 | 4 |
TUCKER ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
Forza Wealth Management, LLC | 4 | 4 | 0.54% | 0.60% | 0.71% | Q4 2022 | Q3 2023 | 4 |
MACKAY SHIELDS LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
TRAPHAGEN INVESTMENT ADVISORS LLC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q4 2020 | 4 |
CUTLER INVESTMENT COUNSEL LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q4 2022 | 4 |
BESSEMER GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 4 |
TORONTO DOMINION BANK | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Meristem Family Wealth, LLC | 4 | 4 | 0.05% | 0.07% | 0.12% | Q2 2021 | Q1 2022 | 4 |
Redhawk Wealth Advisors, Inc. | 2 | 2 | 0.66% | 1.60% | 2.62% | Q4 2018 | Q4 2020 | 4 |
Wealth & Pension Services Group, Inc. | 4 | 4 | 0.15% | 0.16% | 0.18% | Q4 2018 | Q3 2019 | 4 |
COMERICA BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
FMA ADVISORY INC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q2 2020 | Q1 2021 | 4 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 4 |
Clearview Wealth Advisors LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q1 2024 | 4 |
GeoWealth Management, LLC | 4 | 4 | 0.08% | 0.13% | 0.16% | Q3 2023 | Q2 2024 | 4 |
Personal Wealth Partners | 3 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2021 | 4 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q1 2021 | 4 |
SYMONS CAPITAL MANAGEMENT INC | 4 | 4 | 0.17% | 0.96% | 1.40% | Q2 2019 | Q1 2020 | 4 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 4 |
Fluent Financial, LLC | 4 | 4 | 0.40% | 0.60% | 0.88% | Q4 2020 | Q3 2021 | 4 |
NBC SECURITIES, INC. | 4 | 4 | 0.07% | 0.11% | 0.13% | Q3 2023 | Q2 2024 | 4 |
WESBANCO BANK INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
AXS Investments LLC | 4 | 4 | 0.09% | 0.26% | 0.38% | Q2 2023 | Q1 2024 | 4 |
Peoples Bank/KS | 4 | 4 | 0.03% | 0.10% | 0.26% | Q3 2023 | Q2 2024 | 4 |
Paulson Wealth Management Inc. | 4 | 4 | 2.04% | 2.26% | 2.48% | Q4 2020 | Q3 2021 | 4 |
PARK AVENUE SECURITIES LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2024 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q3 2021 | 4 |
NORTHWEST WEALTH MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Covington Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 4 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q4 2023 | 4 |
Oceanside Advisors LLC | 3 | 3 | 1.88% | 1.93% | 2.01% | Q4 2023 | Q2 2024 | 3 |
Freedom Investment Management, Inc. | 3 | 3 | 0.24% | 0.36% | 0.42% | Q4 2023 | Q2 2024 | 3 |
Wealthspire Advisors, L.P. | 3 | 3 | 0.06% | 0.38% | 1.01% | Q1 2020 | Q3 2020 | 3 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 3 |
Provident Wealth Management, LLC | 2 | 1 | 0.01% | 1.45% | 2.24% | Q4 2019 | Q3 2020 | 3 |
Winthrop Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2023 | Q2 2024 | 3 |
Transamerica Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q2 2024 | 3 |
Apollon Wealth Management, LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q4 2023 | Q2 2024 | 3 |
Mutual Advisors, LLC | 3 | 3 | 0.88% | 1.00% | 1.10% | Q2 2020 | Q4 2020 | 3 |
PSI Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2024 | 3 |
PRINCIPAL SECURITIES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
BADGLEY PHELPS & BELL INC | 3 | 3 | 0.50% | 0.53% | 0.56% | Q2 2020 | Q4 2020 | 3 |
Smartleaf Asset Management LLC | 3 | 3 | 0.33% | 0.45% | 0.53% | Q4 2023 | Q2 2024 | 3 |
Jefferies Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Gilliland Jeter Wealth Management LLC | 3 | 3 | 0.05% | 0.08% | 0.13% | Q4 2023 | Q2 2024 | 3 |
Centric Wealth Management | 3 | 3 | 0.15% | 0.16% | 0.17% | Q4 2023 | Q2 2024 | 3 |
CAPSTONE CAPITAL LLC | 3 | 3 | 0.71% | 0.77% | 0.86% | Q4 2023 | Q2 2024 | 3 |
Simplicity Solutions, LLC | 2 | 1 | 0.02% | 0.05% | 0.09% | Q3 2019 | Q4 2020 | 3 |
Private Capital Group, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q2 2022 | 3 |
Western Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Astoria Portfolio Advisors LLC. | 3 | 3 | 0.56% | 0.67% | 0.74% | Q4 2023 | Q2 2024 | 3 |
D.A. DAVIDSON & CO. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 3 |
CIBC WORLD MARKET INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
BOSTON ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Leucadia National | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Wealthsimple US, Ltd. | 3 | 3 | 0.43% | 2.70% | 6.69% | Q4 2019 | Q2 2020 | 3 |
Farrell Financial LLC | 3 | 3 | 0.18% | 0.21% | 0.24% | Q4 2023 | Q2 2024 | 3 |
Claret Asset Management Corp | 2 | 2 | 0.08% | 0.17% | 0.33% | Q2 2018 | Q3 2018 | 3 |
RE Dickinson Investment Advisors, LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
JONES FINANCIAL COMPANIES LLLP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
ROTHSCHILD INVESTMENT LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2023 | Q2 2024 | 3 |
SEI INVESTMENTS CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 3 |
NEW ENGLAND ASSET MANAGEMENT INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 3 |
TSFG, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.03% | 0.08% | Q1 2019 | Q3 2019 | 3 |
Penserra Capital Management LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 3 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.01% | 0.04% | 0.08% | Q2 2018 | Q3 2022 | 2 |
Financial Advocates Investment Management | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
CIBC WORLD MARKETS CORP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2024 | Q2 2024 | 2 |
WOLVERINE TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Private Advisory Group LLC | 2 | 2 | 0.14% | 0.19% | 0.23% | Q3 2019 | Q4 2019 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q2 2022 | 2 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2024 | 2 |
VIMA LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q4 2023 | Q1 2024 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q3 2019 | 2 |
RICHARDSON FINANCIAL SERVICES INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
First Affirmative Financial Network | 2 | 2 | 0.52% | 0.60% | 0.68% | Q3 2021 | Q4 2021 | 2 |
JAMES INVESTMENT RESEARCH, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
VALLEY NATIONAL ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
PRENTISS SMITH & CO INC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
DEUTSCHE BANK AG\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Curi RMB Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 2 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2023 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 2 |
Keudell/Morrison Wealth Management | 2 | 2 | 2.90% | 2.96% | 3.02% | Q2 2022 | Q3 2022 | 2 |
Insight Advisors, LLC/ PA | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2022 | Q3 2022 | 2 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q3 2020 | 2 |
Avantax Planning Partners, Inc. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2018 | Q3 2018 | 2 |
Pensionmark Financial Group, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2024 | Q2 2024 | 2 |
Peak Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Sequent Planning LLC | 2 | 2 | 0.25% | 0.27% | 0.30% | Q1 2024 | Q2 2024 | 2 |
Intercontinental Wealth Advisors, LLC | 2 | 2 | 0.10% | 0.12% | 0.13% | Q1 2023 | Q2 2023 | 2 |
Strengthening Families & Communities, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
Wagner Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
CIBC Private Wealth Group 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% | Q1 2024 | Q2 2024 | 2 |
NOTTINGHAM ADVISORS, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q4 2021 | 2 |
Hobbs Group Advisors, LLC | 1 | 1 | 1.44% | 1.52% | 1.60% | Q4 2023 | Q2 2024 | 2 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q4 2023 | 2 |
OMNI 360 Wealth, Inc. | 2 | 2 | 0.16% | 0.18% | 0.19% | Q4 2023 | Q1 2024 | 2 |
SELDON CAPITAL LP | 2 | 2 | 0.16% | 0.27% | 0.39% | Q4 2021 | Q1 2022 | 2 |
Simplicity Wealth,LLC | 1 | 1 | 0.18% | 0.21% | 0.24% | Q4 2021 | Q4 2023 | 2 |
Beck Bode, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2021 | 2 |
Envestnet Portfolio Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2023 | 2 |
Palisade Asset Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2024 | 2 |
Salomon & Ludwin, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q4 2023 | 2 |
PEAPACK GLADSTONE FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 2 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Strategic Wealth Management Group, LLC | 2 | 2 | 0.13% | 0.31% | 0.50% | Q1 2021 | Q2 2021 | 2 |
Global Trust Asset Management, LLC | 2 | 2 | 0.32% | 0.37% | 0.42% | Q2 2019 | Q3 2019 | 2 |
Vermillion & White Wealth Management Group, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q1 2024 | Q2 2024 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
VICUS CAPITAL | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
FIRST MANHATTAN CO. LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Claro Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Clear Perspectives Financial Planning, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
MILESTONE ASSET MANAGEMENT, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q2 2024 | Q2 2024 | 1 |
CX Institutional | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2020 | Q3 2020 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WELLINGTON MANAGEMENT GROUP LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Strategic Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
Elequin Capital, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Sollinda Capital Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2023 | Q4 2023 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2018 | Q3 2018 | 1 |
AMERICAN NATIONAL BANK & TRUST CO /VA/ | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2024 | Q1 2024 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
American Research & Management Co. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Northwest Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
AMJ Financial Wealth Management | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2022 | Q2 2022 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
MB Generational Wealth, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2024 | Q2 2024 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Diversified, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FIRST AMERICAN TRUST, FSB | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GPS Wealth Strategies Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
StoneX Group Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2019 | Q3 2019 | 1 |
DAVIDSON INVESTMENT ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
STOCK YARDS BANK & TRUST CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Opal Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
Legal & General Group Plc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
FIRST TRUST ADVISORS LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Hudson Capital Management LLC | 1 | 1 | 5.25% | 5.25% | 5.25% | Q1 2023 | Q1 2023 | 1 |
Brookstone Capital Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Financial Perspectives, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Deer Park Road Corp | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
David Kennon Inc | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
PRW Wealth Management LLC | 1 | 1 | 1.47% | 1.47% | 1.47% | Q2 2021 | Q2 2021 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Endurance Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 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.