Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
BANK OF AMERICA CORP /DE/ | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
AVANTAX ADVISORY SERVICES, INC. | 18 | 18 | 0.01% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 18 |
MORGAN STANLEY | 18 | 18 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 18 |
LPL Financial LLC | 18 | 18 | 0.00% | 0.07% | 0.20% | Q2 2019 | Q3 2023 | 18 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Invesco Ltd. | 18 | 18 | 0.18% | 0.23% | 0.28% | Q2 2019 | Q3 2023 | 18 |
WELLS FARGO & COMPANY/MN | 18 | 18 | 0.00% | 0.00% | 0.04% | Q2 2019 | Q3 2023 | 18 |
CreativeOne Wealth, LLC | 18 | 18 | 0.08% | 1.54% | 3.96% | Q2 2019 | Q3 2023 | 18 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Clarius Group, LLC | 18 | 18 | 2.17% | 3.88% | 4.91% | Q2 2019 | Q3 2023 | 18 |
Raymond James Financial Services Advisors, Inc. | 18 | 18 | 0.00% | 0.08% | 0.24% | Q2 2019 | Q3 2023 | 18 |
Cambridge Investment Research Advisors, Inc. | 17 | 17 | 0.00% | 0.14% | 0.24% | Q3 2019 | Q3 2023 | 17 |
RAYMOND JAMES & ASSOCIATES | 12 | 5 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 17 |
ENVESTNET ASSET MANAGEMENT INC | 12 | 5 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
COMMONWEALTH EQUITY SERVICES, LLC | 11 | 6 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 17 |
GeoWealth Management, LLC | 10 | 6 | 0.16% | 1.51% | 2.80% | Q3 2019 | Q3 2023 | 16 |
Archford Capital Strategies, LLC | 16 | 16 | 0.59% | 1.12% | 1.53% | Q4 2019 | Q3 2023 | 16 |
Perennial Investment Advisors, LLC | 16 | 16 | 2.73% | 3.82% | 4.62% | Q4 2019 | Q3 2023 | 16 |
John W. Brooker & Co., CPAs | 16 | 16 | 0.22% | 0.70% | 2.38% | Q4 2019 | Q3 2023 | 16 |
Janney Montgomery Scott LLC | 11 | 5 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 16 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.01% | 0.03% | 0.16% | Q3 2019 | Q3 2023 | 16 |
Koshinski Asset Management, Inc. | 16 | 16 | 0.02% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 16 |
UBS Group AG | 14 | 2 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 16 |
JANICZEK WEALTH MANAGEMENT, LLC | 8 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 15 |
IFP Advisors, Inc | 8 | 7 | 0.00% | 0.02% | 0.14% | Q3 2019 | Q3 2023 | 15 |
Vestmark Advisory Solutions, Inc. | 10 | 5 | 0.01% | 0.04% | 0.10% | Q2 2019 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.07% | 0.17% | Q1 2020 | Q3 2023 | 15 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 14 |
HBK Sorce Advisory LLC | 14 | 14 | 3.51% | 5.02% | 6.00% | Q2 2020 | Q3 2023 | 14 |
Callan Capital, LLC | 14 | 14 | 0.29% | 0.47% | 0.64% | Q2 2020 | Q3 2023 | 14 |
TSFG, LLC | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
American Portfolios Advisors | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 14 |
Private Advisor Group, LLC | 14 | 14 | 0.03% | 0.10% | 0.28% | Q2 2020 | Q3 2023 | 14 |
Financial Enhancement Group LLC | 14 | 14 | 0.68% | 1.56% | 2.12% | Q2 2020 | Q3 2023 | 14 |
COZAD ASSET MANAGEMENT INC | 14 | 14 | 0.17% | 0.30% | 0.47% | Q2 2020 | Q3 2023 | 14 |
Kore Private Wealth LLC | 14 | 14 | 3.83% | 5.69% | 8.32% | Q2 2019 | Q3 2022 | 14 |
Pinion Investment Advisors, LLC | 14 | 14 | 0.34% | 0.49% | 0.63% | Q2 2020 | Q3 2023 | 14 |
Geneos Wealth Management Inc. | 8 | 5 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 13 |
Cetera Advisor Networks LLC | 10 | 3 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 13 |
TRUIST FINANCIAL CORP | 10 | 3 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 13 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 12 |
IFG Advisory, LLC | 12 | 12 | 0.04% | 0.83% | 1.50% | Q4 2020 | Q3 2023 | 12 |
Moloney Securities Asset Management, LLC | 12 | 12 | 0.05% | 0.06% | 0.08% | Q3 2020 | Q2 2023 | 12 |
IHT Wealth Management, LLC | 11 | 1 | 0.02% | 0.05% | 0.33% | Q2 2020 | Q3 2023 | 12 |
Dynamic Advisor Solutions LLC | 11 | 1 | 0.02% | 0.26% | 0.56% | Q2 2020 | Q3 2023 | 12 |
Stratos Wealth Partners, LTD. | 8 | 4 | 0.03% | 0.09% | 0.19% | Q2 2020 | Q3 2023 | 12 |
AdvisorNet Financial, Inc | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Quantitative Advantage, LLC | 11 | 11 | 0.56% | 1.29% | 1.77% | Q3 2020 | Q1 2023 | 11 |
PNC FINANCIAL SERVICES GROUP, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
ACT Advisors, LLC. | 11 | 11 | 12.69% | 19.17% | 25.31% | Q1 2021 | Q3 2023 | 11 |
Leicht Financial Planning & Wealth Management, Inc. | 11 | 11 | 2.73% | 3.52% | 5.39% | Q2 2020 | Q4 2022 | 11 |
Carroll Financial Associates, Inc. | 11 | 11 | 0.89% | 1.50% | 1.86% | Q2 2019 | Q4 2021 | 11 |
Western Wealth Management, LLC | 8 | 3 | 0.02% | 0.09% | 0.32% | Q4 2020 | Q3 2023 | 11 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9 | 2 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 11 |
Apella Capital, LLC | 7 | 3 | 0.10% | 0.34% | 0.87% | Q2 2021 | Q4 2023 | 10 |
Bogart Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
MML INVESTORS SERVICES, LLC | 9 | 1 | 0.00% | 0.05% | 0.18% | Q3 2019 | Q3 2023 | 10 |
Aptus Capital Advisors, LLC | 10 | 10 | 0.01% | 0.05% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Monterey Private Wealth, Inc. | 10 | 10 | 0.19% | 1.98% | 2.45% | Q2 2021 | Q3 2023 | 10 |
J.P. Morgan Private Wealth Advisors LLC | 10 | 10 | 0.00% | 0.02% | 0.10% | Q2 2021 | Q3 2023 | 10 |
ERn Financial, LLC | 10 | 10 | 3.07% | 3.87% | 4.32% | Q2 2021 | Q3 2023 | 10 |
SPINNAKER TRUST | 10 | 10 | 0.04% | 1.06% | 2.10% | Q2 2021 | Q3 2023 | 10 |
FMR LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 10 |
Kestra Advisory Services, LLC | 10 | 10 | 0.00% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Fermata Advisors, LLC | 8 | 1 | 0.17% | 0.98% | 1.97% | Q1 2021 | Q3 2023 | 9 |
GOLDMAN SACHS GROUP INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 9 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 9 | 0.04% | 0.11% | 0.22% | Q3 2021 | Q3 2023 | 9 |
AMERIPRISE FINANCIAL INC | 9 | 9 | 0.00% | 0.01% | 0.04% | Q3 2021 | Q3 2023 | 9 |
STIFEL FINANCIAL CORP | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 9 |
CAPTRUST FINANCIAL ADVISORS | 5 | 4 | 0.00% | 0.01% | 0.05% | Q2 2021 | Q3 2023 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.70% | 0.86% | 0.99% | Q3 2021 | Q3 2023 | 9 |
Aspire Private Capital, LLC | 9 | 9 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Strategic Blueprint, LLC | 8 | 1 | 0.00% | 0.07% | 0.20% | Q2 2021 | Q3 2023 | 9 |
Sunbelt Securities, Inc. | 6 | 3 | 0.00% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 9 |
Global Retirement Partners, LLC | 9 | 9 | 0.00% | 0.04% | 0.20% | Q3 2021 | Q3 2023 | 9 |
PSI Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Industrial Alliance Investment Management Inc. | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
San Luis Wealth Advisors LLC | 8 | 8 | 0.33% | 1.08% | 2.33% | Q4 2021 | Q3 2023 | 8 |
NCM Capital Management, LLC | 8 | 8 | 0.21% | 0.24% | 0.34% | Q4 2021 | Q3 2023 | 8 |
American Planning Services, Inc. | 8 | 8 | 0.44% | 7.39% | 13.34% | Q4 2021 | Q3 2023 | 8 |
Frontier Wealth Management LLC | 4 | 1 | 0.00% | 0.03% | 0.07% | Q3 2019 | Q1 2022 | 8 |
Bank of New York Mellon Corp | 6 | 1 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 8 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 8 | 0.02% | 0.12% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Colonial River Wealth Management, LLC | 8 | 8 | 0.30% | 0.58% | 0.99% | Q4 2021 | Q3 2023 | 8 |
DENVER WEALTH MANAGEMENT, INC. | 6 | 1 | 0.44% | 0.68% | 0.88% | Q1 2021 | Q3 2023 | 8 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 7 |
MAGNOLIA CAPITAL ADVISORS LLC | 7 | 7 | 0.22% | 0.38% | 0.59% | Q1 2022 | Q3 2023 | 7 |
STRINGER ASSET MANAGEMENT, LLC | 7 | 7 | 1.60% | 5.25% | 7.23% | Q1 2021 | Q3 2022 | 7 |
Capital Advisors, Ltd. LLC | 7 | 7 | 0.00% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Coco Enterprises, LLC | 7 | 7 | 0.62% | 7.51% | 16.05% | Q4 2020 | Q2 2022 | 7 |
Cetera Investment Advisers | 6 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
SIGNATUREFD, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 7 |
Integrated Wealth Concepts LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
BlackRock Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Capital Investment Advisory Services, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Merit Financial Group, LLC | 7 | 7 | 0.13% | 0.30% | 0.39% | Q1 2022 | Q3 2023 | 7 |
WCG Wealth Advisors LLC | 6 | 6 | 0.01% | 0.27% | 0.56% | Q2 2022 | Q3 2023 | 7 |
Fluent Financial, LLC | 7 | 7 | 3.02% | 3.90% | 4.98% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Brinker Capital Investments, LLC | 3 | 1 | 0.02% | 0.70% | 2.06% | Q2 2019 | Q4 2021 | 7 |
Camelot Portfolios, LLC | 6 | 6 | 0.19% | 0.51% | 0.77% | Q2 2021 | Q3 2022 | 6 |
JPMORGAN CHASE & CO | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 6 |
Collaborative Wealth Managment Inc. | 3 | 1 | 0.13% | 0.18% | 0.21% | Q1 2021 | Q2 2023 | 6 |
Ford Financial Group, LLC | 5 | 1 | 0.02% | 0.12% | 0.21% | Q2 2021 | Q4 2022 | 6 |
Wealthcare Advisory Partners LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Fulcrum Equity Management | 5 | 1 | 0.11% | 0.44% | 1.72% | Q1 2021 | Q2 2023 | 6 |
Snider Financial Group | 6 | 6 | 1.66% | 1.73% | 1.83% | Q2 2022 | Q3 2023 | 6 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 6 | 6 | 0.09% | 0.10% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Qube Research & Technologies Ltd | 4 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 6 |
GPS Wealth Strategies Group, LLC | 6 | 6 | 0.04% | 0.17% | 0.36% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Patriot Financial Group Insurance Agency, LLC | 6 | 6 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q2 2022 | 6 |
Belpointe Asset Management LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Hudock, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
Good Life Advisors, LLC | 5 | 5 | 0.15% | 0.19% | 0.24% | Q3 2022 | Q3 2023 | 5 |
PFS INVESTMENTS INC. | 5 | 5 | 0.00% | 0.99% | 1.43% | Q2 2022 | Q2 2023 | 5 |
Waldron Private Wealth LLC | 5 | 5 | 1.56% | 2.06% | 2.58% | Q3 2022 | Q3 2023 | 5 |
DAIDO LIFE INSURANCE CO | 5 | 5 | 1.45% | 1.91% | 2.42% | Q3 2022 | Q3 2023 | 5 |
Cornerstone Wealth Management, LLC | 4 | 1 | 0.07% | 0.09% | 0.12% | Q1 2021 | Q3 2023 | 5 |
Retirement Planning Group, LLC | 5 | 5 | 0.16% | 0.25% | 0.28% | Q3 2022 | Q3 2023 | 5 |
J.W. COLE ADVISORS, INC. | 3 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 5 |
RiverFront Investment Group, LLC | 5 | 5 | 0.78% | 0.84% | 0.98% | Q2 2019 | Q2 2020 | 5 |
Gladstone Institutional Advisory LLC | 3 | 2 | 0.02% | 0.37% | 0.64% | Q4 2021 | Q3 2023 | 5 |
WBI INVESTMENTS, LLC | 5 | 5 | 0.04% | 0.06% | 0.09% | Q3 2021 | Q3 2022 | 5 |
Equitable Holdings, Inc. | 5 | 5 | 0.01% | 0.05% | 0.10% | Q3 2022 | Q3 2023 | 5 |
AJ WEALTH STRATEGIES, LLC | 5 | 5 | 0.89% | 4.06% | 8.09% | Q2 2022 | Q2 2023 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 5 |
SEAVIEW INVESTMENT MANAGERS LLC | 3 | 2 | 1.03% | 1.22% | 1.66% | Q4 2021 | Q3 2023 | 5 |
MEEDER ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Advisory Services Network, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 4 |
Betterment LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.12% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 1.82% | 3.70% | 5.26% | Q4 2022 | Q3 2023 | 4 |
Alpha Financial Advisors, LLC | 4 | 4 | 12.27% | 13.38% | 15.01% | Q4 2022 | Q3 2023 | 4 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 1 | 0.27% | 0.81% | 1.31% | Q3 2022 | Q3 2023 | 4 |
Redwood Wealth Management Group, LLC | 4 | 4 | 0.29% | 0.29% | 0.30% | Q4 2022 | Q3 2023 | 4 |
LAZARD ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 4 |
Ameritas Advisory Services, LLC | 4 | 4 | 0.01% | 0.25% | 0.70% | Q4 2022 | Q3 2023 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.15% | 1.02% | 1.96% | Q1 2023 | Q4 2023 | 4 |
Atria Investments, Inc | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 1.21% | 1.66% | 2.10% | Q4 2022 | Q3 2023 | 4 |
ASSETMARK, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PGIM Custom Harvest LLC | 4 | 4 | 1.13% | 1.60% | 2.16% | Q4 2020 | Q3 2021 | 4 |
Waterloo Capital, L.P. | 3 | 1 | 0.20% | 0.46% | 0.72% | Q1 2020 | Q3 2023 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 1.10% | 1.43% | 1.68% | Q4 2021 | Q3 2022 | 4 |
WALLER FINANCIAL PLANNING GROUP, INC | 4 | 4 | 5.56% | 5.77% | 5.90% | Q1 2023 | Q4 2023 | 4 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 4 | 4 | 0.29% | 0.34% | 0.39% | Q4 2021 | Q3 2022 | 4 |
VICUS CAPITAL | 4 | 4 | 0.12% | 0.14% | 0.18% | Q2 2021 | Q1 2022 | 4 |
Mariner, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.02% | Q4 2022 | Q3 2023 | 4 |
DEFINED WEALTH MANAGEMENT, LLC | 3 | 3 | 1.52% | 1.54% | 1.57% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
PFG Advisors | 3 | 3 | 0.10% | 0.12% | 0.16% | Q1 2023 | Q3 2023 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Advisor Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Rooted Wealth Advisors, Inc. | 3 | 3 | 0.21% | 2.94% | 5.60% | Q1 2023 | Q3 2023 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ARQ WEALTH ADVISORS, LLC | 3 | 3 | 0.17% | 1.93% | 2.94% | Q1 2023 | Q3 2023 | 3 |
Ballentine Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
BALDWIN BROTHERS LLC/MA | 3 | 3 | 0.86% | 0.98% | 1.11% | Q2 2023 | Q4 2023 | 3 |
PACES FERRY WEALTH ADVISORS, LLC | 3 | 3 | 1.22% | 1.35% | 1.44% | Q1 2023 | Q3 2023 | 3 |
Insight Advisors, LLC/ PA | 3 | 3 | 0.07% | 0.18% | 0.29% | Q4 2022 | Q2 2023 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q1 2023 | 3 |
ETF Store, Inc. | 3 | 3 | 0.26% | 0.29% | 0.31% | Q1 2023 | Q3 2023 | 3 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
LWM Advisory Services, LLC | 3 | 3 | 15.24% | 18.29% | 20.27% | Q1 2023 | Q3 2023 | 3 |
BNC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.49% | 1.64% | 2.23% | Q1 2023 | Q3 2023 | 3 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.02% | 0.42% | 1.21% | Q1 2022 | Q3 2023 | 3 |
LINCOLN NATIONAL CORP | 3 | 3 | 0.13% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Petix & Botte Co | 2 | 1 | 0.11% | 0.14% | 0.19% | Q1 2022 | Q3 2023 | 3 |
Brookstone Capital Management | 3 | 3 | 0.14% | 0.27% | 0.33% | Q1 2023 | Q3 2023 | 3 |
Larson Financial Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.03% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
PEOPLES BANK /OH | 3 | 3 | 0.50% | 0.53% | 0.55% | Q1 2023 | Q3 2023 | 3 |
Solano Wealth Management, Inc. | 3 | 3 | 12.23% | 12.31% | 12.36% | Q1 2023 | Q3 2023 | 3 |
Baird Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
HighTower Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Lionsbridge Wealth Management LLC | 3 | 3 | 0.84% | 2.27% | 3.04% | Q1 2023 | Q3 2023 | 3 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 3 |
Lavaca Capital LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Mutual Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Goodman Advisory Group, LLC | 2 | 2 | 2.22% | 2.60% | 2.97% | Q2 2023 | Q3 2023 | 2 |
Integrated Advisors Network LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Renaissance Technologies | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
RFG Advisory, LLC | 2 | 2 | 0.05% | 0.07% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Burt Wealth Advisors | 2 | 2 | 5.59% | 5.67% | 5.75% | Q2 2023 | Q3 2023 | 2 |
SVB WEALTH LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
JNBA Financial Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 2 | 0.05% | 0.07% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Intelligence Driven Advisers, LLC | 2 | 2 | 3.84% | 4.42% | 5.00% | Q2 2023 | Q3 2023 | 2 |
Robertson Stephens Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Portfolio Strategies, Inc. | 2 | 2 | 3.14% | 3.15% | 3.17% | Q2 2021 | Q3 2021 | 2 |
INSIGNEO ADVISORY SERVICES, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
White Pine Investment CO | 2 | 2 | 0.78% | 0.84% | 0.89% | Q2 2023 | Q3 2023 | 2 |
PRUDENTIAL FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Smith, Salley & Associates | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Baystate Wealth Management LLC | 2 | 2 | 4.38% | 4.41% | 4.43% | Q2 2023 | Q3 2023 | 2 |
AE Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Kovack Advisors, Inc. | 2 | 2 | 0.12% | 0.13% | 0.14% | Q3 2021 | Q4 2021 | 2 |
Econ Financial Services Corp | 2 | 2 | 0.19% | 1.17% | 2.14% | Q2 2023 | Q3 2023 | 2 |
Willis Johnson & Associates, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Smart Money Group LLC | 2 | 2 | 0.43% | 0.44% | 0.46% | Q2 2023 | Q3 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q1 2023 | 2 |
Cedar Mountain Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Sigma Planning Corp | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Avestar Capital, LLC | 2 | 2 | 0.59% | 1.61% | 2.64% | Q2 2023 | Q3 2023 | 2 |
Golden State Equity Partners | 2 | 2 | 0.08% | 0.14% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Core Wealth Advisors, Inc. | 2 | 2 | 5.93% | 6.09% | 6.24% | Q2 2023 | Q3 2023 | 2 |
First Heartland Consultants, Inc. | 2 | 2 | 0.04% | 0.14% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2021 | 2 |
BB&T SECURITIES, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Archer Investment Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
PAX Financial Group, LLC | 2 | 2 | 0.17% | 0.19% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Financial Advocates Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
HBW ADVISORY SERVICES LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
SMITH, MOORE & CO. | 2 | 2 | 1.14% | 1.15% | 1.16% | Q2 2023 | Q3 2023 | 2 |
Avidian Wealth Solutions, LLC | 2 | 2 | 1.26% | 1.29% | 1.33% | Q2 2023 | Q3 2023 | 2 |
Cypress Capital Group | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ritter Daniher Financial Advisory LLC / DE | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Family Capital Management, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2023 | Q3 2023 | 1 |
WOLFF WIESE MAGANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 1 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q4 2019 | Q4 2019 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
TD Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Cerity Partners LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
KENFARB & CO. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Epic Trust Investment Advisors, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2021 | Q4 2021 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
First Command Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Security Financial Services, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
KLR INVESTMENT ADVISORS, LLC | 1 | 1 | 6.28% | 6.28% | 6.28% | Q2 2023 | Q2 2023 | 1 |
StoneX Group Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ascension Capital Advisors, Inc. | 1 | 1 | 1.05% | 1.05% | 1.05% | Q4 2019 | Q4 2019 | 1 |
CITIGROUP INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q3 2023 | Q3 2023 | 1 |
Prosperity Wealth Management, Inc. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2023 | Q1 2023 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
NATIONAL BANK OF CANADA /FI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FIRST NATIONAL TRUST CO | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
WestEnd Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
TAIYO LIFE INSURANCE CO | 1 | 1 | 1.20% | 1.20% | 1.20% | Q3 2023 | Q3 2023 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Dana Investment Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 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.