Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
PNC FINANCIAL SERVICES GROUP, INC. | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 25 |
WHITTIER TRUST CO | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 25 |
UBS Group AG | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 25 |
LPL Financial LLC | 25 | 25 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q2 2024 | 25 |
STIFEL FINANCIAL CORP | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2024 | 25 |
WELLS FARGO & COMPANY/MN | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 25 |
Asset Dedication, LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2024 | 25 |
TRUST CO OF VERMONT | 25 | 25 | 0.02% | 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 |
MORGAN STANLEY | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2024 | 25 |
ROYAL BANK OF CANADA | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 25 |
FIFTH THIRD BANCORP | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 25 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2024 | 24 |
Financial Engines Advisors L.L.C. | 23 | 23 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2024 | 23 |
Steward Partners Investment Advisory, LLC | 21 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 23 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2024 | 22 |
MERCER GLOBAL ADVISORS INC /ADV | 22 | 22 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q2 2024 | 22 |
CWM, LLC | 11 | 10 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2024 | 21 |
HOWLAND CAPITAL MANAGEMENT LLC | 21 | 21 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q2 2023 | 21 |
Creative Planning | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 21 |
THOMAS WHITE INTERNATIONAL LTD | 20 | 20 | 0.00% | 0.03% | 0.07% | Q3 2018 | Q2 2023 | 20 |
Parsec Financial Management, Inc. | 20 | 20 | 0.03% | 0.06% | 0.11% | Q2 2018 | Q1 2023 | 20 |
Ancora Advisors LLC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2024 | 20 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 19 |
Princeton Global Asset Management LLC | 18 | 1 | 0.01% | 0.04% | 0.06% | Q1 2019 | Q2 2024 | 19 |
JPMORGAN CHASE & CO | 15 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2024 | 18 |
American Portfolios Advisors | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 18 |
OSAIC HOLDINGS, INC. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2024 | 18 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 18 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2022 | 17 |
BANK OF AMERICA CORP /DE/ | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 17 |
Bedel Financial Consulting, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2022 | 16 |
Capital Investment Advisory Services, LLC | 10 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2024 | 16 |
AMERIPRISE FINANCIAL INC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2024 | 16 |
J.P. Morgan Private Wealth Advisors LLC | 13 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2024 | 15 |
SOA Wealth Advisors, LLC. | 15 | 15 | 0.02% | 0.05% | 0.09% | Q4 2020 | Q2 2024 | 15 |
Running Point Capital Advisors, LLC | 15 | 15 | 0.01% | 0.15% | 0.25% | Q4 2020 | Q2 2024 | 15 |
Allworth Financial LP | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2024 | 15 |
Pacific Center for Financial Services | 8 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2024 | 14 |
Advisory Services Network, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2023 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 14 |
CITIGROUP INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 14 |
COMMERCE BANK | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
MATRIX PRIVATE CAPITAL GROUP LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2023 | 13 |
IHT Wealth Management, LLC | 13 | 13 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q2 2024 | 13 |
Colorado Capital Management, Inc. | 13 | 13 | 0.37% | 1.35% | 2.04% | Q2 2021 | Q2 2024 | 13 |
QUEST CAPITAL MANAGEMENT INC /ADV | 13 | 13 | 0.27% | 0.43% | 0.73% | Q4 2018 | Q4 2021 | 13 |
People's United Financial, Inc. | 10 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2022 | 13 |
Clean Yield Group | 9 | 1 | 0.00% | 0.01% | 0.10% | Q2 2018 | Q4 2021 | 13 |
Larson Financial Group LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2024 | 13 |
BANK OF MONTREAL /CAN/ | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2024 | 13 |
ENVESTNET ASSET MANAGEMENT INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 12 |
Focused Wealth Management, Inc | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2023 | 12 |
JFS WEALTH ADVISORS, LLC | 12 | 12 | 0.00% | 0.08% | 0.14% | Q3 2021 | Q2 2024 | 12 |
Clearstead Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2024 | 12 |
Financial Advocates Investment Management | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
NATIONAL BANK OF CANADA /FI/ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 11 |
HARBOUR INVESTMENTS, INC. | 9 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2024 | 11 |
Financial Connections Group, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2024 | 11 |
Pettinga Financial Advisors LLC | 10 | 10 | 0.04% | 0.07% | 0.11% | Q1 2022 | Q2 2024 | 10 |
NewEdge Advisors, LLC | 7 | 3 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q2 2024 | 10 |
Compagnie Lombard Odier SCmA | 10 | 10 | 0.00% | 0.02% | 0.02% | Q1 2022 | Q2 2024 | 10 |
Federation des caisses Desjardins du Quebec | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2024 | 10 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 10 |
Ameritas Advisory Services, LLC | 6 | 4 | 0.14% | 0.17% | 0.21% | Q4 2021 | Q2 2024 | 10 |
Aptus Capital Advisors, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 10 |
Qube Research & Technologies Ltd | 5 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2024 | 9 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
QCI ASSET MANAGEMENT INC/NY | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
B. Riley Wealth Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q4 2022 | 8 |
PATHSTONE FAMILY OFFICE, LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
BOKF, NA | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 7 |
Rockefeller Capital Management L.P. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.01% | 0.06% | Q3 2019 | Q1 2021 | 7 |
Bank Julius Baer & Co. Ltd, Zurich | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 7 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2023 | 7 |
FMR LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2024 | 6 |
Knuff & Co LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Westside Investment Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 6 |
Harel Insurance Investments & Financial Services Ltd. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2024 | 6 |
CAPTRUST FINANCIAL ADVISORS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
SVB WEALTH LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
GPS Wealth Strategies Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2024 | 6 |
Addison Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Private Advisor Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 6 |
HM PAYSON & CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
Arkadios Wealth Advisors | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 6 |
HAP Trading, LLC | 3 | 1 | 0.02% | 0.04% | 0.09% | Q2 2020 | Q3 2022 | 6 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.00% | 0.04% | 0.16% | Q1 2021 | Q3 2023 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 6 |
Highlander Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Integer Wealth Advisors Group LLC | 5 | 5 | 0.31% | 0.72% | 1.34% | Q1 2020 | Q1 2021 | 5 |
Cutler Group LLC / CA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 5 |
Advisors Preferred, LLC | 3 | 2 | 0.00% | 0.04% | 0.10% | Q4 2019 | Q1 2021 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2020 | 5 |
ST GERMAIN D J CO INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2024 | 5 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 5 |
Modera Wealth Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q2 2024 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Osborn Williams & Donohoe LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q2 2019 | 5 |
Perigon Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q2 2024 | 5 |
CGC Financial Services, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q2 2024 | 5 |
Ranch Capital Advisors Inc. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2021 | 5 |
Joel Isaacson & Co., LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q2 2024 | 4 |
Ramirez Asset Management, Inc. | 4 | 4 | 0.05% | 0.06% | 0.08% | Q3 2023 | Q2 2024 | 4 |
EVOKE WEALTH, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Tradewinds Capital Management, LLC | 4 | 4 | 0.00% | 0.14% | 0.58% | Q4 2021 | Q3 2022 | 4 |
Kestra Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
BAILARD, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
TRUIST FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 4 |
Equitable Holdings, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 4 |
Advisor Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
FLAGSHIP HARBOR ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Jacobi Capital Management LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.08% | 0.13% | Q4 2018 | Q3 2021 | 4 |
Wealthspire Advisors, L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Winslow, Evans & Crocker, Inc. | 4 | 4 | 0.00% | 0.04% | 0.07% | Q1 2020 | Q4 2020 | 4 |
Cambridge Investment Research Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 4 |
COMERICA BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
TUCKER ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Navis Wealth Advisors, LLC | 4 | 4 | 0.63% | 0.79% | 0.94% | Q4 2022 | Q3 2023 | 4 |
Ironwood Financial, llc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
MATHER GROUP, LLC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2024 | 4 |
SUNTRUST BANKS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
GREAT VALLEY ADVISOR GROUP, INC. | 3 | 3 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q3 2022 | 3 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 3 | 3 | 0.07% | 0.10% | 0.12% | Q4 2021 | Q2 2022 | 3 |
Sandy Spring Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q1 2021 | 3 |
Johnson Financial Group, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q4 2023 | Q2 2024 | 3 |
First Command Advisory Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2024 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Optiver Holding B.V. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Edelman Financial Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Pathstone Holdings, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
RAYMOND JAMES & ASSOCIATES | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
HighTower Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q3 2021 | 3 |
NEXT Financial Group, Inc | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2021 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Guidant Wealth Advisors | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Blue Trust, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
Smartleaf Asset Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
IAG Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Barrett Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Lee Financial Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Activest Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Harrington Investments, INC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q3 2018 | 2 |
Veritable, L.P. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Independence Bank of Kentucky | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
New Hampshire Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
FSA Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q1 2024 | 2 |
M&T BANK CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
SIMPLEX TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Avior Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 2 |
Tennessee Valley Asset Management Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
MML INVESTORS SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2020 | Q4 2020 | 1 |
Geneos Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Stegent Equity Advisors, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
BROWN, LISLE/CUMMINGS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q4 2022 | Q4 2022 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Tyler-Stone Wealth Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2021 | Q3 2021 | 1 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Lake Hills Wealth Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
Seascape Capital Management | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
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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.