Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Financial Advisory Group | 22 | 22 | 0.13% | 0.43% | 0.81% | Q2 2018 | Q3 2023 | 22 |
Sutton Wealth Advisors Inc. | 19 | 19 | 0.05% | 0.08% | 0.13% | Q1 2016 | Q3 2020 | 19 |
Anchor Investment Management, LLC | 13 | 13 | 0.05% | 0.27% | 0.63% | Q3 2017 | Q3 2020 | 13 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.03% | 0.09% | Q1 2016 | Q2 2021 | 13 |
Cribstone Capital Management, LLC | 11 | 11 | 0.01% | 1.14% | 1.60% | Q2 2018 | Q4 2020 | 11 |
Gradient Investments LLC | 11 | 11 | 0.00% | 0.02% | 0.08% | Q2 2018 | Q4 2020 | 11 |
LINCOLN NATIONAL CORP | 10 | 10 | 0.03% | 0.07% | 0.09% | Q2 2018 | Q3 2020 | 10 |
Sound Income Strategies, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
Global Retirement Partners, LLC | 10 | 10 | 0.13% | 0.18% | 0.27% | Q2 2018 | Q3 2020 | 10 |
FORVIS Wealth Advisors, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2020 | 10 |
Sigma Planning Corp | 10 | 10 | 0.06% | 0.07% | 0.10% | Q2 2018 | Q3 2020 | 10 |
MORGAN STANLEY | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2020 | 10 |
MML INVESTORS SERVICES, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2020 | 10 |
Brookstone Capital Management | 10 | 10 | 0.03% | 2.26% | 3.67% | Q2 2018 | Q3 2020 | 10 |
FCA CORP /TX | 10 | 10 | 0.39% | 1.86% | 2.70% | Q2 2018 | Q3 2020 | 10 |
First Command Financial Services, Inc. | 10 | 10 | 0.18% | 2.74% | 5.18% | Q2 2018 | Q3 2020 | 10 |
Whitegate Investment Counselors, Inc. | 10 | 10 | 0.07% | 0.09% | 0.12% | Q2 2018 | Q3 2020 | 10 |
Financial Architects, Inc | 10 | 10 | 0.10% | 0.54% | 0.98% | Q2 2018 | Q3 2020 | 10 |
Ironwood Financial, llc | 10 | 10 | 5.41% | 8.63% | 10.54% | Q2 2018 | Q3 2020 | 10 |
Vigilant Capital Management, LLC | 10 | 10 | 0.04% | 0.06% | 0.08% | Q2 2018 | Q3 2020 | 10 |
EASTERN BANK | 10 | 10 | 0.03% | 0.61% | 1.14% | Q2 2018 | Q3 2020 | 10 |
COURIER CAPITAL LLC | 10 | 10 | 0.22% | 0.26% | 0.33% | Q2 2018 | Q3 2020 | 10 |
1834 INVESTMENT ADVISORS CO | 10 | 10 | 0.66% | 2.02% | 2.88% | Q2 2018 | Q3 2020 | 10 |
WELLS FARGO & COMPANY/MN | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 10 |
Fusion Family Wealth LLC | 10 | 10 | 0.20% | 3.97% | 5.38% | Q2 2018 | Q3 2020 | 10 |
BENEDICT FINANCIAL ADVISORS INC | 10 | 10 | 0.48% | 1.44% | 2.33% | Q2 2018 | Q3 2020 | 10 |
Avantax Planning Partners, Inc. | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2020 | 10 |
Asset Dedication, LLC | 10 | 10 | 2.47% | 3.82% | 5.30% | Q2 2018 | Q3 2020 | 10 |
LPL Financial LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2020 | 10 |
STIFEL FINANCIAL CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
Baird Financial Group, Inc. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 10 |
AMERIPRISE FINANCIAL INC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 10 |
Eagle Capital Management, LLC | 10 | 10 | 0.85% | 1.48% | 2.38% | Q2 2018 | Q3 2020 | 10 |
HighTower Advisors, LLC | 10 | 10 | 0.03% | 0.13% | 0.21% | Q2 2018 | Q3 2020 | 10 |
RAYMOND JAMES & ASSOCIATES | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 10 |
Janney Montgomery Scott LLC | 10 | 10 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q3 2020 | 10 |
Carroll Financial Associates, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
NewEdge Advisors, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2020 | 10 |
Sargent Bickham Lagudis LLC | 8 | 1 | 0.14% | 0.18% | 0.24% | Q1 2016 | Q3 2020 | 10 |
ATWOOD & PALMER INC | 10 | 10 | 0.89% | 1.08% | 1.23% | Q2 2018 | Q3 2020 | 10 |
Linscomb & Williams, Inc. | 10 | 10 | 0.08% | 0.19% | 0.30% | Q2 2018 | Q3 2020 | 10 |
Ameritas Investment Partners, Inc. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 10 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10 | 10 | 0.18% | 0.29% | 0.40% | Q2 2018 | Q3 2020 | 10 |
OPTIMUM INVESTMENT ADVISORS | 10 | 10 | 0.06% | 0.10% | 0.12% | Q2 2018 | Q3 2020 | 10 |
UBS Group AG | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 10 |
Cetera Advisors LLC | 10 | 10 | 0.02% | 0.04% | 0.07% | Q2 2018 | Q3 2020 | 10 |
Gs Investments, Inc. | 10 | 10 | 0.45% | 0.82% | 1.49% | Q2 2018 | Q3 2020 | 10 |
CADENCE BANK NA | 10 | 10 | 0.09% | 0.15% | 0.20% | Q2 2018 | Q3 2020 | 10 |
COLONY GROUP LLC | 10 | 10 | 0.02% | 0.14% | 0.25% | Q2 2018 | Q3 2020 | 10 |
Barnett & Company, Inc. | 10 | 10 | 0.07% | 1.76% | 3.95% | Q2 2018 | Q3 2020 | 10 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2020 | 10 |
Cambridge Investment Research Advisors, Inc. | 10 | 10 | 0.04% | 0.08% | 0.13% | Q2 2018 | Q3 2020 | 10 |
IMA Wealth, Inc. | 10 | 10 | 0.48% | 2.13% | 2.84% | Q2 2018 | Q3 2020 | 10 |
WINTRUST INVESTMENTS LLC | 10 | 10 | 0.16% | 0.32% | 0.56% | Q2 2018 | Q3 2020 | 10 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 10 | 10 | 0.12% | 1.12% | 2.18% | Q2 2018 | Q3 2020 | 10 |
STEPHENS INC /AR/ | 10 | 10 | 0.01% | 0.01% | 0.04% | Q2 2018 | Q3 2020 | 10 |
FCG ADVISORS, LLC | 10 | 10 | 1.33% | 2.13% | 2.77% | Q2 2018 | Q3 2020 | 10 |
Valeo Financial Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
Well Done, LLC | 10 | 10 | 0.44% | 0.56% | 0.71% | Q2 2018 | Q3 2020 | 10 |
D.A. DAVIDSON & CO. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 10 |
New Potomac Partners, LLC | 10 | 10 | 0.35% | 0.60% | 0.78% | Q2 2018 | Q3 2020 | 10 |
Trilogy Capital Inc. | 10 | 10 | 0.02% | 0.46% | 0.78% | Q2 2018 | Q3 2020 | 10 |
VALLEY NATIONAL ADVISERS INC | 10 | 10 | 1.60% | 3.43% | 6.57% | Q2 2018 | Q3 2020 | 10 |
Mirador Capital Partners LP | 10 | 10 | 0.94% | 2.55% | 4.05% | Q2 2018 | Q3 2020 | 10 |
Ballew Advisors, Inc | 10 | 10 | 0.28% | 0.44% | 0.56% | Q2 2018 | Q3 2020 | 10 |
American Portfolios Advisors | 10 | 10 | 0.00% | 0.06% | 0.19% | Q2 2018 | Q3 2020 | 10 |
Integrated Wealth Concepts LLC | 10 | 10 | 0.15% | 0.43% | 0.72% | Q2 2018 | Q3 2020 | 10 |
COMMONWEALTH EQUITY SERVICES, LLC | 10 | 10 | 0.03% | 0.06% | 0.08% | Q2 2018 | Q3 2020 | 10 |
Cetera Advisor Networks LLC | 10 | 10 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2020 | 10 |
ROYAL BANK OF CANADA | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
Parallel Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 10 |
AdvisorNet Financial, Inc | 10 | 10 | 0.03% | 0.07% | 0.11% | Q2 2018 | Q3 2020 | 10 |
BANK OF AMERICA CORP /DE/ | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 10 |
Advisory Services Network, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 10 |
ADVISORS MANAGEMENT GROUP INC /ADV | 10 | 10 | 1.38% | 2.04% | 2.41% | Q2 2018 | Q3 2020 | 10 |
Raymond James Financial Services Advisors, Inc. | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q3 2020 | 10 |
Paulson Wealth Management Inc. | 10 | 10 | 0.73% | 2.18% | 2.74% | Q2 2018 | Q3 2020 | 10 |
SFE Investment Counsel | 10 | 10 | 0.51% | 0.58% | 0.69% | Q2 2018 | Q3 2020 | 10 |
First Command Bank | 10 | 10 | 0.18% | 3.64% | 5.18% | Q2 2018 | Q3 2020 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
Buffington Mohr McNeal | 10 | 10 | 0.35% | 0.43% | 0.48% | Q2 2018 | Q3 2020 | 10 |
DAVENPORT & Co LLC | 10 | 10 | 0.21% | 0.25% | 0.30% | Q2 2018 | Q3 2020 | 10 |
First Fiduciary Investment Counsel, Inc. | 10 | 10 | 0.34% | 0.65% | 3.05% | Q2 2018 | Q3 2020 | 10 |
DAVIS R M INC | 10 | 10 | 0.08% | 0.19% | 0.34% | Q2 2018 | Q3 2020 | 10 |
Ashfield Capital Partners, LLC | 10 | 10 | 0.08% | 0.11% | 0.14% | Q2 2018 | Q3 2020 | 10 |
Marietta Wealth Management, LLC | 10 | 10 | 0.13% | 1.83% | 2.80% | Q2 2018 | Q3 2020 | 10 |
SNS Financial Group, LLC | 10 | 10 | 1.47% | 2.67% | 3.20% | Q2 2018 | Q3 2020 | 10 |
Legacy Private Trust Co. | 10 | 10 | 0.09% | 0.19% | 0.27% | Q2 2018 | Q3 2020 | 10 |
Advisors Preferred, LLC | 10 | 10 | 1.21% | 2.84% | 5.39% | Q2 2018 | Q3 2020 | 10 |
Tradewinds Capital Management, LLC | 10 | 10 | 0.01% | 0.01% | 0.04% | Q2 2018 | Q3 2020 | 10 |
Motley Fool Wealth Management, LLC | 10 | 10 | 1.21% | 1.84% | 2.60% | Q2 2018 | Q3 2020 | 10 |
JPMORGAN CHASE & CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
ARGI Investment Services, LLC | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q3 2020 | 10 |
BerganKDV Wealth Management, LLC | 10 | 10 | 0.01% | 2.11% | 5.56% | Q2 2018 | Q3 2020 | 10 |
Carnegie Capital Asset Management, LLC | 10 | 10 | 0.03% | 0.22% | 0.40% | Q2 2018 | Q3 2020 | 10 |
Snowden Capital Advisors LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2018 | Q3 2020 | 9 |
ENVESTNET ASSET MANAGEMENT INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 9 |
FMR LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 9 |
Private Vista, LLC | 9 | 9 | 0.56% | 0.71% | 0.98% | Q2 2018 | Q2 2020 | 9 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 9 |
Private Advisor Group, LLC | 7 | 2 | 0.01% | 0.04% | 0.05% | Q2 2018 | Q3 2020 | 9 |
Vista Private Wealth Partners. LLC | 9 | 9 | 0.16% | 2.99% | 4.54% | Q3 2018 | Q3 2020 | 9 |
Certified Advisory Corp | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q2 2020 | 9 |
Cypress Capital Group | 9 | 9 | 0.18% | 0.28% | 0.36% | Q3 2018 | Q3 2020 | 9 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2020 | 9 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 9 | 9 | 0.11% | 0.18% | 0.23% | Q3 2018 | Q3 2020 | 9 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 9 |
Neuberger Berman Group LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 9 |
NEXT Financial Group, Inc | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2018 | Q3 2020 | 9 |
DEUTSCHE BANK AG\ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 9 |
SEIZERT CAPITAL PARTNERS, LLC | 9 | 9 | 0.02% | 0.10% | 0.22% | Q3 2018 | Q3 2020 | 9 |
Ferris Capital, LLC | 9 | 9 | 0.11% | 0.94% | 1.35% | Q3 2018 | Q3 2020 | 9 |
Beaumont Financial Partners, LLC | 9 | 9 | 0.05% | 0.51% | 0.99% | Q3 2018 | Q3 2020 | 9 |
Strategic Wealth Management Group, LLC | 8 | 8 | 0.76% | 1.04% | 1.20% | Q4 2018 | Q3 2020 | 8 |
Wealthspire Advisors, L.P. | 8 | 8 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q1 2020 | 8 |
Stratos Wealth Partners, LTD. | 5 | 3 | 0.01% | 0.08% | 0.23% | Q3 2018 | Q3 2020 | 8 |
CX Institutional | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2020 | 8 |
Valmark Advisers, Inc. | 8 | 8 | 0.08% | 0.10% | 0.12% | Q4 2018 | Q3 2020 | 8 |
Sullivan, Bruyette, Speros & Blaney, LLC | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2018 | Q3 2020 | 8 |
US BANCORP \DE\ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
QUEST CAPITAL MANAGEMENT INC /ADV | 8 | 8 | 0.34% | 0.40% | 0.48% | Q4 2018 | Q3 2020 | 8 |
Ellevest, Inc. | 8 | 8 | 0.00% | 0.05% | 0.09% | Q4 2018 | Q3 2020 | 8 |
Chicago Partners Investment Group LLC | 8 | 8 | 0.04% | 0.08% | 0.10% | Q4 2018 | Q3 2020 | 8 |
Chesley Taft & Associates LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q2 2018 | Q1 2020 | 8 |
FMA ADVISORY INC | 8 | 8 | 0.30% | 0.34% | 0.39% | Q2 2018 | Q1 2020 | 8 |
CAHILL FINANCIAL ADVISORS INC | 8 | 8 | 0.15% | 0.46% | 0.80% | Q4 2018 | Q3 2020 | 8 |
Intelligence Driven Advisers, LLC | 8 | 8 | 0.06% | 1.00% | 1.74% | Q4 2018 | Q3 2020 | 8 |
SHUFRO ROSE & CO LLC | 8 | 8 | 0.02% | 1.39% | 2.22% | Q3 2018 | Q2 2020 | 8 |
MONECO Advisors, LLC | 8 | 8 | 0.60% | 1.39% | 2.01% | Q4 2018 | Q3 2020 | 8 |
Independence Bank of Kentucky | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2020 | 8 |
Renaissance Technologies | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 8 |
FinTrust Capital Advisors, LLC | 8 | 8 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q3 2020 | 8 |
Keel Point, LLC | 8 | 8 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q3 2020 | 8 |
PFM Asset Management LLC | 8 | 8 | 0.10% | 0.63% | 1.04% | Q4 2018 | Q3 2020 | 8 |
TrinityPoint Wealth, LLC | 8 | 8 | 0.36% | 0.55% | 0.85% | Q4 2018 | Q3 2020 | 8 |
Laurel Wealth Advisors LLC | 8 | 8 | 0.95% | 1.12% | 1.27% | Q4 2018 | Q3 2020 | 8 |
Strategic Family Wealth Counselors, L.L.C. | 8 | 8 | 7.96% | 11.52% | 14.40% | Q4 2018 | Q3 2020 | 8 |
HM PAYSON & CO | 8 | 8 | 0.34% | 0.40% | 0.51% | Q4 2018 | Q3 2020 | 8 |
HHM Wealth Advisors, LLC | 8 | 8 | 0.08% | 0.24% | 0.44% | Q4 2018 | Q3 2020 | 8 |
PFG Advisors | 8 | 8 | 0.05% | 0.11% | 0.17% | Q3 2018 | Q2 2020 | 8 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 8 | 8 | 0.00% | 0.33% | 1.41% | Q4 2018 | Q3 2020 | 8 |
MCF Advisors LLC | 8 | 8 | 0.05% | 0.06% | 0.10% | Q4 2018 | Q3 2020 | 8 |
Swaine & Leidel Wealth Services, LLC | 8 | 8 | 0.26% | 0.30% | 0.34% | Q4 2018 | Q3 2020 | 8 |
AlphaStar Capital Management, LLC | 7 | 7 | 0.08% | 0.12% | 0.14% | Q1 2019 | Q3 2020 | 7 |
Harborview Advisors, LLC | 7 | 7 | 0.47% | 0.62% | 0.79% | Q1 2019 | Q3 2020 | 7 |
SYNOVUS FINANCIAL CORP | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2019 | 7 |
Marquette Asset Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 7 |
Aspen Investment Management Inc | 7 | 7 | 1.66% | 1.82% | 2.10% | Q2 2018 | Q4 2019 | 7 |
AMI INVESTMENT MANAGEMENT INC | 7 | 7 | 0.63% | 0.79% | 1.03% | Q1 2019 | Q3 2020 | 7 |
CABOT WEALTH MANAGEMENT INC | 7 | 7 | 0.05% | 0.07% | 0.08% | Q4 2018 | Q2 2020 | 7 |
Global Financial Private Capital, Inc | 7 | 7 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q4 2019 | 7 |
Lido Advisors, LLC | 7 | 7 | 0.06% | 0.14% | 0.47% | Q1 2019 | Q3 2020 | 7 |
RVW Wealth, LLC | 7 | 7 | 0.16% | 0.36% | 0.51% | Q1 2019 | Q3 2020 | 7 |
Evensky & Katz LLC | 7 | 7 | 0.22% | 0.25% | 0.29% | Q1 2019 | Q3 2020 | 7 |
Stonebridge Capital Advisors LLC | 7 | 7 | 1.11% | 1.37% | 1.72% | Q1 2019 | Q3 2020 | 7 |
CITIGROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q4 2019 | 7 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 7 | 0.01% | 0.06% | 0.22% | Q1 2019 | Q3 2020 | 7 |
Pacific Wealth Strategies Group, Inc. | 7 | 7 | 0.78% | 1.20% | 1.46% | Q2 2018 | Q4 2019 | 7 |
D.B. Root & Company, LLC | 7 | 7 | 0.15% | 0.40% | 0.60% | Q1 2019 | Q3 2020 | 7 |
Kessler Investment Group, LLC | 7 | 7 | 0.45% | 1.28% | 2.08% | Q1 2019 | Q3 2020 | 7 |
TSFG, LLC | 7 | 7 | 0.01% | 0.01% | 0.04% | Q1 2019 | Q3 2020 | 7 |
Homrich & Berg | 7 | 7 | 0.01% | 0.27% | 0.38% | Q1 2019 | Q3 2020 | 7 |
Rockefeller Capital Management L.P. | 7 | 7 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2020 | 7 |
EP Wealth Advisors, LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2020 | 7 |
WEALTHSOURCE PARTNERS, LLC | 7 | 7 | 0.07% | 0.59% | 1.51% | Q1 2019 | Q3 2020 | 7 |
Leicht Financial Planning & Wealth Management, Inc. | 7 | 7 | 0.28% | 6.10% | 14.14% | Q2 2018 | Q4 2019 | 7 |
Leisure Capital Management | 7 | 7 | 0.82% | 0.96% | 1.07% | Q2 2018 | Q4 2019 | 7 |
Edge Wealth Management LLC | 6 | 6 | 0.01% | 0.22% | 1.25% | Q2 2019 | Q3 2020 | 6 |
COOKSON PEIRCE & CO INC | 6 | 6 | 0.45% | 0.54% | 0.73% | Q2 2018 | Q3 2019 | 6 |
Exchange Capital Management, Inc. | 6 | 6 | 0.07% | 0.16% | 0.32% | Q2 2019 | Q3 2020 | 6 |
BB&T SECURITIES, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q3 2019 | 6 |
Advisors Asset Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
BOSTON ADVISORS LLC | 6 | 6 | 0.02% | 0.05% | 0.06% | Q2 2018 | Q3 2019 | 6 |
ProVise Management Group, LLC | 6 | 6 | 0.11% | 0.20% | 0.25% | Q2 2018 | Q3 2019 | 6 |
FIFTH THIRD BANCORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q3 2019 | 6 |
Steward Partners Investment Advisory, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
JANE STREET GROUP, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 6 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 6 | 6 | 0.31% | 0.34% | 0.38% | Q2 2019 | Q3 2020 | 6 |
Prospera Financial Services Inc | 6 | 6 | 0.05% | 0.07% | 0.08% | Q2 2019 | Q3 2020 | 6 |
Alexandria Capital, LLC | 5 | 1 | 0.03% | 0.16% | 0.31% | Q2 2018 | Q3 2020 | 6 |
Bruderman Asset Management, LLC | 5 | 1 | 0.01% | 0.20% | 0.32% | Q1 2019 | Q3 2020 | 6 |
Carmichael Hill & Associates, Inc. | 4 | 2 | 0.05% | 0.14% | 0.25% | Q3 2018 | Q3 2020 | 6 |
CALTON & ASSOCIATES, INC. | 6 | 6 | 0.10% | 0.11% | 0.14% | Q2 2019 | Q3 2020 | 6 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 6 | 6 | 0.03% | 0.04% | 0.08% | Q2 2019 | Q3 2020 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.03% | 0.04% | 0.04% | Q3 2018 | Q4 2019 | 6 |
Smithfield Trust Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Aptus Capital Advisors, LLC | 6 | 6 | 0.07% | 1.91% | 5.36% | Q2 2019 | Q3 2020 | 6 |
KANAWHA CAPITAL MANAGEMENT LLC | 6 | 6 | 0.05% | 0.06% | 0.08% | Q2 2019 | Q3 2020 | 6 |
MUFG Americas Holdings Corp | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 6 |
VALICENTI ADVISORY SERVICES INC | 2 | 2 | 0.09% | 0.34% | 0.90% | Q3 2018 | Q3 2020 | 6 |
Western Wealth Management, LLC | 6 | 6 | 0.07% | 0.16% | 0.39% | Q4 2018 | Q1 2020 | 6 |
First Personal Financial Services | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2019 | 6 |
Probity Advisors, Inc. | 6 | 6 | 0.12% | 0.13% | 0.15% | Q2 2019 | Q3 2020 | 6 |
Fortis Advisors, LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q2 2019 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q3 2020 | 5 |
IHT Wealth Management, LLC | 5 | 5 | 0.12% | 0.15% | 0.17% | Q4 2018 | Q4 2019 | 5 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 5 |
HARVEST CAPITAL MANAGEMENT INC | 5 | 5 | 0.06% | 0.08% | 0.09% | Q2 2018 | Q2 2019 | 5 |
TimeScale Financial, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2020 | 5 |
Cresset Asset Management, LLC | 3 | 2 | 0.00% | 0.34% | 0.91% | Q1 2019 | Q3 2020 | 5 |
Argent Trust Co | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q2 2019 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q3 2020 | 5 |
Sequoia Wealth Management, LLC | 5 | 5 | 1.41% | 1.57% | 1.77% | Q2 2018 | Q2 2019 | 5 |
WHITTIER TRUST CO OF NEVADA INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
Omega Financial Group, LLC | 5 | 5 | 1.20% | 4.32% | 5.53% | Q4 2018 | Q4 2019 | 5 |
Citadel Advisors | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2020 | 5 |
Sequoia Financial Advisors, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q4 2019 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
AE Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2020 | 5 |
Squar Milner Financial Services LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q2 2019 | 5 |
Belpointe Asset Management LLC | 5 | 5 | 0.07% | 0.08% | 0.10% | Q3 2019 | Q3 2020 | 5 |
CENTAURUS FINANCIAL, INC. | 4 | 1 | 0.00% | 0.14% | 0.25% | Q2 2018 | Q4 2019 | 5 |
RPg Family Wealth Advisory, LLC | 2 | 1 | 0.08% | 0.46% | 1.90% | Q2 2018 | Q3 2020 | 5 |
IFG Advisory, LLC | 5 | 5 | 0.08% | 0.09% | 0.11% | Q3 2019 | Q3 2020 | 5 |
Financial Gravity Asset Management, Inc. | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 5 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 5 | 5 | 0.13% | 0.16% | 0.21% | Q3 2019 | Q3 2020 | 5 |
Capital Advisors, Ltd. LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 5 |
First Horizon Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2020 | 5 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 4 | 4 | 0.32% | 0.33% | 0.36% | Q4 2018 | Q3 2019 | 4 |
Red Spruce Capital, LLC | 4 | 4 | 1.77% | 2.46% | 3.26% | Q4 2019 | Q3 2020 | 4 |
American Institute for Advanced Investment Management, LLP | 4 | 4 | 2.30% | 2.73% | 3.15% | Q4 2019 | Q3 2020 | 4 |
BELLEVUE ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 4 |
FAS Wealth Partners, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 4 |
TLWM | 4 | 4 | 0.11% | 0.79% | 1.70% | Q4 2019 | Q3 2020 | 4 |
Insight Wealth Partners, LLC | 4 | 4 | 0.67% | 0.75% | 0.91% | Q4 2019 | Q3 2020 | 4 |
Mariner, LLC | 4 | 4 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q4 2019 | 4 |
TRUIST FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
SENTINEL PENSION ADVISORS INC | 4 | 4 | 0.40% | 2.91% | 4.20% | Q4 2019 | Q3 2020 | 4 |
Glenview Trust Co | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2019 | Q3 2020 | 4 |
Royal Fund Management, LLC | 3 | 1 | 0.01% | 0.03% | 0.08% | Q3 2019 | Q3 2020 | 4 |
Merit Financial Group, LLC | 4 | 4 | 0.23% | 0.28% | 0.30% | Q1 2019 | Q4 2019 | 4 |
FIRST TRUST ADVISORS LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Steinberg Global Asset Management | 4 | 4 | 0.92% | 1.00% | 1.11% | Q2 2018 | Q1 2019 | 4 |
Key FInancial Inc | 4 | 4 | 0.21% | 0.22% | 0.24% | Q4 2019 | Q3 2020 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.09% | 0.55% | 1.01% | Q4 2019 | Q3 2020 | 4 |
ARS Wealth Advisors, LLC | 4 | 4 | 0.12% | 0.25% | 0.32% | Q3 2018 | Q2 2019 | 4 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 4 |
Disciplined Investments, LLC | 4 | 4 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q3 2020 | 4 |
Sowell Financial Services LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Alhambra Investment Management LLC | 4 | 4 | 0.55% | 0.64% | 0.78% | Q4 2019 | Q3 2020 | 4 |
Cornerstone Wealth Management, LLC | 4 | 4 | 0.04% | 0.18% | 0.27% | Q4 2019 | Q3 2020 | 4 |
Lantz Financial LLC | 4 | 4 | 1.10% | 1.34% | 1.54% | Q1 2019 | Q4 2019 | 4 |
RFG Advisory, LLC | 4 | 4 | 0.15% | 0.17% | 0.21% | Q4 2019 | Q3 2020 | 4 |
SlateStone Wealth, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2019 | Q3 2020 | 4 |
BCS Wealth Management | 4 | 4 | 6.39% | 6.92% | 7.73% | Q4 2019 | Q3 2020 | 4 |
Jackson Financial Management | 4 | 4 | 4.83% | 5.44% | 5.83% | Q1 2019 | Q4 2019 | 4 |
Catalyst Capital Advisors LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
BANK OF MONTREAL /CAN/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
WealthTrust-Arizona, LLC | 3 | 3 | 3.92% | 4.47% | 5.35% | Q2 2018 | Q4 2018 | 3 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 3 | 3 | 1.46% | 1.55% | 1.63% | Q2 2019 | Q4 2019 | 3 |
Evanston Investments, Inc., dba Evanston Advisors | 3 | 3 | 4.76% | 5.13% | 5.79% | Q2 2018 | Q4 2018 | 3 |
OSAIC HOLDINGS, INC. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q3 2020 | 3 |
WHITENER CAPITAL MANAGEMENT, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
FIRST NATIONAL CORP /MA/ /ADV | 3 | 3 | 0.14% | 0.21% | 0.34% | Q1 2020 | Q3 2020 | 3 |
CAPITAL ADVISORS INC/OK | 3 | 3 | 1.66% | 1.83% | 2.05% | Q2 2018 | Q4 2018 | 3 |
Atlantic Union Bankshares Corp | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2020 | Q3 2020 | 3 |
BDO Wealth Advisors, LLC | 3 | 3 | 0.12% | 0.26% | 0.38% | Q1 2019 | Q3 2019 | 3 |
Atria Investments, Inc | 3 | 3 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q4 2018 | 3 |
Raub Brock Capital Management LP | 3 | 3 | 0.63% | 0.70% | 0.74% | Q3 2018 | Q1 2019 | 3 |
Savior LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q3 2020 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2020 | 3 |
Eudaimonia Partners, LLC | 3 | 3 | 0.07% | 0.10% | 0.12% | Q1 2020 | Q3 2020 | 3 |
Slow Capital, Inc. | 2 | 1 | 0.06% | 0.08% | 0.09% | Q4 2019 | Q3 2020 | 3 |
HC FINANCIAL ADVISORS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Rehmann Capital Advisory Group | 3 | 3 | 0.12% | 0.42% | 1.02% | Q4 2018 | Q2 2019 | 3 |
Live Your Vision, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 3 |
StoneX Group Inc. | 3 | 3 | 0.12% | 0.15% | 0.21% | Q1 2020 | Q3 2020 | 3 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.05% | 0.11% | 0.21% | Q2 2019 | Q3 2020 | 3 |
Apella Capital, LLC | 3 | 3 | 0.53% | 0.64% | 0.78% | Q1 2020 | Q3 2020 | 3 |
TCG Advisors, LP | 2 | 1 | 0.08% | 0.10% | 0.14% | Q1 2019 | Q4 2019 | 3 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q2 2018 | Q4 2018 | 3 |
ASSETMARK, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Personal Wealth Partners | 3 | 3 | 0.23% | 0.24% | 0.24% | Q1 2020 | Q3 2020 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.16% | 0.18% | 0.21% | Q4 2019 | Q2 2020 | 3 |
BLAIR WILLIAM & CO/IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
J.W. COLE ADVISORS, INC. | 2 | 1 | 0.09% | 0.13% | 0.17% | Q4 2019 | Q3 2020 | 3 |
Private Advisory Group LLC | 3 | 3 | 0.18% | 0.47% | 0.72% | Q3 2019 | Q1 2020 | 3 |
Monterey Private Wealth, Inc. | 3 | 3 | 0.14% | 0.16% | 0.20% | Q1 2020 | Q3 2020 | 3 |
Trek Financial, LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q1 2020 | Q3 2020 | 3 |
AVANTAX ADVISORY SERVICES, INC. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 3 |
Wealth Quarterback LLC | 2 | 2 | 0.09% | 0.13% | 0.17% | Q4 2019 | Q1 2020 | 2 |
ATTICUS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2020 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
BRASADA CAPITAL MANAGEMENT, LP | 2 | 2 | 0.49% | 1.16% | 1.83% | Q2 2020 | Q3 2020 | 2 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2019 | Q4 2019 | 2 |
Bank of New York Mellon Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2020 | Q3 2020 | 2 |
Vestpro Financial Partners, Inc. dba CPF Texas | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q3 2018 | 2 |
Lehman & Derafelo Financial Resources LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2018 | Q1 2019 | 2 |
Monument Capital Management | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2018 | Q3 2018 | 2 |
Alpha Omega Wealth Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q2 2019 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Davis Capital Management | 2 | 2 | 0.15% | 0.50% | 0.85% | Q1 2020 | Q2 2020 | 2 |
Frontier Wealth Management LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2020 | Q3 2020 | 2 |
AlphaCore Capital LLC | 2 | 2 | 2.01% | 2.36% | 2.71% | Q4 2019 | Q1 2020 | 2 |
WESPAC Advisors, LLC | 1 | 1 | 0.15% | 0.20% | 0.24% | Q2 2019 | Q4 2019 | 2 |
ASSET MANAGEMENT CORP /IL/ /ADV | 2 | 2 | 1.59% | 1.89% | 2.19% | Q4 2019 | Q1 2020 | 2 |
First Capital Advisors Group, LLC. | 2 | 2 | 0.73% | 0.81% | 0.90% | Q3 2018 | Q4 2018 | 2 |
OneDigital Investment Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Knights of Columbus Asset Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Bluefin Trading, LLC | 2 | 2 | 0.06% | 0.18% | 0.31% | Q4 2018 | Q1 2019 | 2 |
MADISON INVESTMENT HOLDINGS INC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q3 2018 | 2 |
Cypress Wealth Services, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2020 | Q3 2020 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2020 | 2 |
Tower Research Capital LLC (TRC) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
FLOW TRADERS U.S. LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 2 | 0.10% | 0.19% | 0.29% | Q2 2020 | Q3 2020 | 2 |
MFA WEALTH ADVISORS, LLC | 2 | 2 | 0.00% | 1.03% | 2.07% | Q1 2020 | Q2 2020 | 2 |
Resonant Capital Advisors, LLC | 2 | 2 | 0.58% | 0.60% | 0.61% | Q4 2019 | Q1 2020 | 2 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2020 | Q3 2020 | 2 |
Harfst & Associates, Inc. | 2 | 2 | 0.20% | 0.20% | 0.20% | Q2 2020 | Q3 2020 | 2 |
Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Northwest Capital Management Inc | 2 | 2 | 4.10% | 4.52% | 4.94% | Q2 2018 | Q3 2018 | 2 |
LINCOLN CAPITAL CORP | 2 | 2 | 0.47% | 0.48% | 0.48% | Q2 2019 | Q3 2019 | 2 |
Genesee Capital Advisors, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2018 | Q1 2019 | 2 |
Avior Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
COMMERCE BANK | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Financial Advocates Investment Management | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q2 2020 | 2 |
PARK NATIONAL CORP /OH/ | 2 | 2 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2018 | 2 |
Rockbridge Investment Management, LCC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q3 2020 | 2 |
WFA of San Diego, LLC | 2 | 2 | 0.08% | 0.19% | 0.31% | Q2 2020 | Q3 2020 | 2 |
Praetorian Wealth Management, Inc. | 2 | 2 | 0.17% | 0.18% | 0.18% | Q2 2020 | Q3 2020 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.07% | 0.11% | 0.15% | Q4 2018 | Q1 2019 | 2 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 2 |
Ironwood Wealth Management, LLC. | 2 | 2 | 16.48% | 16.48% | 16.48% | Q2 2020 | Q3 2020 | 2 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Reitz Capital Advisors LLC | 1 | 1 | 2.67% | 2.67% | 2.67% | Q4 2018 | Q4 2018 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2019 | Q4 2019 | 1 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Verity & Verity, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Ledyard National Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Greenwich Wealth Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 1.84% | 1.84% | 1.84% | Q1 2019 | Q1 2019 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2018 | Q4 2018 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CNB Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Providence Wealth Advisors, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2018 | Q2 2018 | 1 |
S.E.E.D. Planning Group LLC | 1 | 1 | 4.40% | 4.40% | 4.40% | Q4 2019 | Q4 2019 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2019 | Q3 2019 | 1 |
Courage Miller Partners, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2020 | Q1 2020 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
CMH Wealth Management LLC | 1 | 1 | 3.71% | 3.71% | 3.71% | Q4 2018 | Q4 2018 | 1 |
Beaton Management Co. Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2018 | Q2 2018 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
DERBY & COMPANY, INC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2019 | Q4 2019 | 1 |
PRING TURNER CAPITAL GROUP INC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q2 2018 | Q2 2018 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Prostatis Group LLC | 1 | 1 | 3.17% | 3.17% | 3.17% | Q4 2019 | Q4 2019 | 1 |
Smith & Howard Wealth Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2020 | Q3 2020 | 1 |
Capital Advantage, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
DWM Financial Group, Inc. | 1 | 1 | 3.14% | 3.14% | 3.14% | Q4 2019 | Q4 2019 | 1 |
YHB Investment Advisors, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
OPPENHEIMER ASSET MANAGEMENT INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FC Advisory LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2018 | Q3 2018 | 1 |
Tatro Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Ken Stern & Associates, Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2018 | Q3 2018 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WT Wealth Management | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2019 | Q3 2019 | 1 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Apriem Advisors | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Kestra Advisory Services, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2020 | Q3 2020 | 1 |
D. SCOTT NEAL, INC. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2018 | Q2 2018 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Legacy Capital Partners, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
HNP Capital LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2020 | Q1 2020 | 1 |
Reliant Wealth Planning | 1 | 1 | 20.66% | 20.66% | 20.66% | Q4 2019 | Q4 2019 | 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.