| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| IFP Advisors, Inc | 6 | 1 | 0.00% | 0.01% | 0.06% | Q1 2016 | Q2 2021 | 12 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
| Farmers & Merchants Trust Co of Chambersburg PA | 6 | 6 | 0.04% | 0.13% | 0.19% | Q2 2018 | Q3 2019 | 6 |
| Private Vista, LLC | 6 | 6 | 1.57% | 1.81% | 2.07% | Q2 2018 | Q3 2019 | 6 |
| Raymond James Financial Services Advisors, Inc. | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q3 2019 | 6 |
| FCG ADVISORS, LLC | 6 | 6 | 0.99% | 1.14% | 1.27% | Q2 2018 | Q3 2019 | 6 |
| SeaBridge Investment Advisors LLC | 6 | 6 | 0.18% | 0.33% | 0.48% | Q2 2018 | Q3 2019 | 6 |
| SFE Investment Counsel | 6 | 6 | 2.76% | 3.03% | 3.55% | Q2 2018 | Q3 2019 | 6 |
| Advisor Group, Inc. | 6 | 6 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2019 | 6 |
| Bridgeworth, LLC | 6 | 6 | 0.27% | 0.38% | 0.48% | Q2 2018 | Q3 2019 | 6 |
| Oxbow Advisors, LLC | 6 | 6 | 0.08% | 0.14% | 0.16% | Q2 2018 | Q3 2019 | 6 |
| Advisory Services Network, LLC | 6 | 6 | 0.10% | 0.22% | 0.33% | Q2 2018 | Q3 2019 | 6 |
| Capital Advisors, Ltd. LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
| Quad-Cities Investment Group, LLC | 6 | 6 | 0.18% | 0.19% | 0.21% | Q2 2018 | Q3 2019 | 6 |
| Brookstone Capital Management | 6 | 6 | 0.16% | 0.21% | 0.27% | Q2 2018 | Q3 2019 | 6 |
| Kovack Advisors, Inc. | 6 | 6 | 0.10% | 0.13% | 0.16% | Q2 2018 | Q3 2019 | 6 |
| OPTIMUM INVESTMENT ADVISORS | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2018 | Q3 2019 | 6 |
| FCA CORP /TX | 6 | 6 | 0.09% | 0.10% | 0.13% | Q2 2018 | Q3 2019 | 6 |
| Cetera Advisors LLC | 6 | 6 | 0.11% | 0.16% | 0.20% | Q2 2018 | Q3 2019 | 6 |
| COURIER CAPITAL LLC | 6 | 6 | 0.37% | 0.43% | 0.46% | Q2 2018 | Q3 2019 | 6 |
| Timber Creek Capital Management LLC | 6 | 6 | 0.02% | 0.18% | 0.25% | Q2 2018 | Q3 2019 | 6 |
| WINTRUST INVESTMENTS LLC | 6 | 6 | 0.22% | 0.27% | 0.31% | Q2 2018 | Q3 2019 | 6 |
| LPL Financial LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2019 | 6 |
| STIFEL FINANCIAL CORP | 6 | 6 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2019 | 6 |
| Baird Financial Group, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
| TRUST CO OF VERMONT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
| HighTower Advisors, LLC | 6 | 6 | 0.03% | 0.05% | 0.07% | Q2 2018 | Q3 2019 | 6 |
| Sound Income Strategies, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 6 |
| RAYMOND JAMES & ASSOCIATES | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
| Sigma Planning Corp | 6 | 6 | 0.06% | 0.08% | 0.09% | Q2 2018 | Q3 2019 | 6 |
| Janney Montgomery Scott LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2019 | 6 |
| LINCOLN NATIONAL CORP | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 6 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6 | 6 | 0.09% | 0.14% | 0.17% | Q2 2018 | Q3 2019 | 6 |
| Lido Advisors, LLC | 6 | 6 | 0.03% | 0.24% | 0.58% | Q2 2018 | Q3 2019 | 6 |
| PFG Advisors | 6 | 6 | 0.13% | 0.22% | 0.37% | Q2 2018 | Q3 2019 | 6 |
| Ironwood Financial, llc | 6 | 6 | 0.02% | 2.97% | 5.59% | Q2 2018 | Q3 2019 | 6 |
| ATWOOD & PALMER INC | 6 | 6 | 0.04% | 0.96% | 1.27% | Q2 2018 | Q3 2019 | 6 |
| NewEdge Advisors, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q3 2019 | 6 |
| Carroll Financial Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
| GUGGENHEIM CAPITAL LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2019 | 6 |
| BB&T SECURITIES, LLC | 6 | 6 | 0.00% | 0.06% | 0.14% | Q2 2018 | Q3 2019 | 6 |
| Anchor Investment Management, LLC | 6 | 6 | 0.05% | 0.06% | 0.06% | Q3 2017 | Q4 2018 | 6 |
| Valeo Financial Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
| Mirador Capital Partners LP | 6 | 6 | 0.57% | 2.30% | 3.79% | Q2 2018 | Q3 2019 | 6 |
| American Portfolios Advisors | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2019 | 6 |
| Integrated Wealth Concepts LLC | 6 | 6 | 0.79% | 1.47% | 1.84% | Q2 2018 | Q3 2019 | 6 |
| Gradient Investments LLC | 6 | 6 | 0.03% | 0.77% | 1.78% | Q2 2018 | Q3 2019 | 6 |
| Cambridge Investment Research Advisors, Inc. | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q3 2019 | 6 |
| COMMONWEALTH EQUITY SERVICES, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2019 | 6 |
| ROYAL BANK OF CANADA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
| UBS Group AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
| Carnegie Capital Asset Management, LLC | 6 | 6 | 0.02% | 0.20% | 0.37% | Q2 2018 | Q3 2019 | 6 |
| BANK OF AMERICA CORP /DE/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
| AlphaStar Capital Management, LLC | 6 | 6 | 0.20% | 0.46% | 0.78% | Q2 2018 | Q3 2019 | 6 |
| WELLS FARGO & COMPANY/MN | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
| Stratos Wealth Partners, LTD. | 6 | 6 | 0.04% | 0.06% | 0.12% | Q2 2018 | Q3 2019 | 6 |
| Asset Dedication, LLC | 6 | 6 | 0.01% | 0.05% | 0.09% | Q2 2018 | Q3 2019 | 6 |
| MORGAN STANLEY | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2019 | 6 |
| MML INVESTORS SERVICES, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2019 | 6 |
| WEALTHSOURCE PARTNERS, LLC | 6 | 6 | 0.08% | 0.37% | 0.88% | Q2 2018 | Q3 2019 | 6 |
| Ballew Advisors, Inc | 6 | 6 | 0.48% | 0.57% | 0.60% | Q2 2018 | Q3 2019 | 6 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6 | 6 | 0.17% | 0.18% | 0.19% | Q2 2018 | Q3 2019 | 6 |
| Front Row Advisors LLC | 6 | 6 | 0.01% | 0.04% | 0.14% | Q2 2018 | Q3 2019 | 6 |
| Freedom Investment Management, Inc. | 6 | 6 | 0.15% | 0.19% | 0.23% | Q2 2018 | Q3 2019 | 6 |
| Beaumont Financial Partners, LLC | 5 | 5 | 0.03% | 0.15% | 0.25% | Q3 2018 | Q3 2019 | 5 |
| ENVESTNET ASSET MANAGEMENT INC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2019 | 5 |
| DEUTSCHE BANK AG\ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 5 | 5 | 0.04% | 0.06% | 0.07% | Q3 2018 | Q3 2019 | 5 |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 5 | 5 | 0.10% | 0.14% | 0.17% | Q3 2018 | Q3 2019 | 5 |
| Motley Fool Wealth Management, LLC | 5 | 5 | 0.37% | 0.52% | 0.72% | Q2 2018 | Q2 2019 | 5 |
| Private Advisor Group, LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2019 | 5 |
| Verity Asset Management, Inc. | 5 | 5 | 0.36% | 0.53% | 0.64% | Q3 2018 | Q3 2019 | 5 |
| Rehmann Capital Advisory Group | 5 | 5 | 0.00% | 0.21% | 0.44% | Q2 2018 | Q2 2019 | 5 |
| JANE STREET GROUP, LLC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2019 | 5 |
| Wealthspire Advisors, L.P. | 5 | 5 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q2 2019 | 5 |
| Mutual Advisors, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2018 | Q3 2019 | 5 |
| NEXT Financial Group, Inc | 5 | 5 | 0.04% | 0.05% | 0.07% | Q3 2018 | Q3 2019 | 5 |
| CAMBRIDGE TRUST CO | 5 | 5 | 0.19% | 0.29% | 0.34% | Q2 2018 | Q2 2019 | 5 |
| Financial Gravity Asset Management, Inc. | 3 | 2 | 0.12% | 0.27% | 0.42% | Q2 2018 | Q3 2019 | 5 |
| Pacific Wealth Strategies Group, Inc. | 5 | 5 | 0.24% | 0.31% | 0.36% | Q2 2018 | Q2 2019 | 5 |
| Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
| Prospera Financial Services Inc | 3 | 2 | 0.27% | 0.37% | 0.48% | Q2 2018 | Q3 2019 | 5 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
| Western Wealth Management, LLC | 4 | 4 | 0.06% | 0.10% | 0.12% | Q4 2018 | Q3 2019 | 4 |
| Global Trust Asset Management, LLC | 4 | 4 | 0.00% | 0.59% | 0.86% | Q2 2018 | Q1 2019 | 4 |
| Ellevest, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 4 |
| Strategic Wealth Management Group, LLC | 4 | 4 | 1.14% | 1.18% | 1.26% | Q4 2018 | Q3 2019 | 4 |
| Archford Capital Strategies, LLC | 4 | 4 | 0.00% | 0.07% | 0.15% | Q2 2018 | Q1 2019 | 4 |
| IMA Wealth, Inc. | 4 | 4 | 0.01% | 2.19% | 3.78% | Q2 2018 | Q1 2019 | 4 |
| RESTON WEALTH MANAGEMENT LLC | 4 | 4 | 0.19% | 0.44% | 0.68% | Q4 2018 | Q3 2019 | 4 |
| FinTrust Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
| Lenox Wealth Management, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 4 |
| Cornerstone Wealth Management, LLC | 3 | 1 | 0.02% | 0.06% | 0.11% | Q2 2018 | Q2 2019 | 4 |
| VISTA INVESTMENT MANAGEMENT | 4 | 4 | 0.18% | 0.21% | 0.24% | Q2 2018 | Q1 2019 | 4 |
| Brinker Capital Investments, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
| Linscomb & Williams, Inc. | 4 | 4 | 0.04% | 0.05% | 0.07% | Q2 2018 | Q1 2019 | 4 |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
| Prestige Wealth Management Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
| Pekin Hardy Strauss, Inc. | 4 | 4 | 0.06% | 0.19% | 0.37% | Q2 2018 | Q1 2019 | 4 |
| Citadel Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
| Community Bank, N.A. | 4 | 4 | 0.01% | 0.14% | 0.20% | Q2 2018 | Q1 2019 | 4 |
| Advisors Asset Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
| Private Advisory Group LLC | 4 | 4 | 0.28% | 0.37% | 0.45% | Q4 2018 | Q3 2019 | 4 |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
| Global Financial Private Capital, Inc | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q1 2019 | 4 |
| Winslow, Evans & Crocker, Inc. | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2018 | Q3 2019 | 4 |
| CABANA LLC | 3 | 3 | 0.19% | 0.28% | 0.34% | Q1 2019 | Q3 2019 | 3 |
| ROPES WEALTH ADVISORS LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
| Segment Wealth Management, LLC | 3 | 3 | 0.10% | 0.11% | 0.13% | Q2 2018 | Q4 2018 | 3 |
| Bluefin Trading, LLC | 3 | 3 | 0.14% | 0.21% | 0.29% | Q2 2018 | Q4 2018 | 3 |
| Argent Trust Co | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2018 | Q4 2018 | 3 |
| IHT Wealth Management, LLC | 3 | 3 | 0.09% | 0.13% | 0.21% | Q2 2018 | Q4 2018 | 3 |
| Cetera Advisor Networks LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q1 2019 | 3 |
| ADVISORS MANAGEMENT GROUP INC /ADV | 3 | 3 | 5.63% | 5.90% | 6.26% | Q2 2018 | Q4 2018 | 3 |
| First Capital Advisors Group, LLC. | 3 | 3 | 0.44% | 0.53% | 0.62% | Q2 2018 | Q4 2018 | 3 |
| Chesley Taft & Associates LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
| ENTERPRISE FINANCIAL SERVICES CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
| Mariner, LLC | 3 | 3 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q3 2019 | 3 |
| CAPTRUST FINANCIAL ADVISORS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 3 |
| Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q2 2019 | 3 |
| TSFG, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
| Foundations Investment Advisors, LLC | 3 | 3 | 0.08% | 0.11% | 0.13% | Q1 2019 | Q3 2019 | 3 |
| Paulson Wealth Management Inc. | 3 | 3 | 0.19% | 0.42% | 0.58% | Q2 2018 | Q4 2018 | 3 |
| Sequoia Wealth Management, LLC | 3 | 3 | 1.55% | 1.61% | 1.71% | Q2 2018 | Q4 2018 | 3 |
| Elmwood Wealth Management, Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q4 2018 | 3 |
| 1834 INVESTMENT ADVISORS CO | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
| Ledyard National Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
| FLOW TRADERS U.S. LLC | 3 | 3 | 0.06% | 0.12% | 0.16% | Q1 2019 | Q3 2019 | 3 |
| FIRST MANHATTAN CO. LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
| Vista Private Wealth Partners. LLC | 2 | 2 | 1.28% | 1.76% | 2.24% | Q3 2018 | Q4 2018 | 2 |
| State of Tennessee, Treasury Department | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q4 2018 | 2 |
| OneDigital Investment Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
| Northwest Capital Management Inc | 2 | 2 | 2.94% | 3.19% | 3.43% | Q2 2018 | Q3 2018 | 2 |
| Snowden Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
| Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
| PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 2 |
| DAVENPORT & Co LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
| Aspen Investment Management Inc | 2 | 2 | 0.80% | 0.81% | 0.82% | Q2 2018 | Q3 2018 | 2 |
| Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
| Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
| Sargent Bickham Lagudis LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q1 2017 | 2 |
| TCG Advisors, LP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q2 2019 | 2 |
| US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 2 |
| STEPHENS INC /AR/ | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q4 2018 | 2 |
| TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 2 |
| Allen Capital Group, LLC | 2 | 2 | 4.45% | 5.00% | 5.55% | Q2 2018 | Q3 2018 | 2 |
| Simplicity Solutions, LLC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q4 2018 | Q1 2019 | 2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
| Exchange Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
| Monument Capital Management | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2018 | Q3 2018 | 2 |
| BLAIR WILLIAM & CO/IL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
| Perigon Wealth Management, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2018 | Q3 2018 | 2 |
| TELEMUS CAPITAL, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
| AdvisorNet Financial, Inc | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q3 2019 | 2 |
| WRAPMANAGER INC | 2 | 2 | 0.26% | 0.28% | 0.29% | Q2 2018 | Q3 2018 | 2 |
| Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
| MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
| First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
| Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
| Leicht Financial Planning & Wealth Management, Inc. | 1 | 1 | 14.18% | 14.18% | 14.18% | Q2 2018 | Q2 2018 | 1 |
| Aptus Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
| Osborn Williams & Donohoe LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
| Friedenthal Financial | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2018 | Q2 2018 | 1 |
| Live Your Vision, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
| Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
| OLD MISSION CAPITAL LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2019 | Q1 2019 | 1 |
| Price Capital Management, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2018 | Q3 2018 | 1 |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
| Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
| Belpointe Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
| CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
| Nalls Sherbakoff Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
| Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
| FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
| Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
| BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
| MGO ONE SEVEN LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
| HBW ADVISORY SERVICES LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2019 | Q3 2019 | 1 |
| BURNEY CO/ | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
| CALTON & ASSOCIATES, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
| SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
| Financial Gravity Companies, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
| Providence Wealth Advisors, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2018 | Q2 2018 | 1 |
| Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
| Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
| Transamerica Financial Advisors, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
| NOTTINGHAM ADVISORS, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
| Meridian Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
| ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
| KCS Wealth Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
| FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
| NEXT Financial Holdings | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
| Marquette Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
| CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
| Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
| Weatherstone Capital Management | 1 | 1 | 3.29% | 3.29% | 3.29% | Q4 2018 | Q4 2018 | 1 |
| Barnett & Company, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
External links
This page lists all the filers that currently own INVESCO EXCH TRD SLF IDX FD or have owned INVESCO EXCH TRD SLF IDX FD in the past.