Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Independence Bank of Kentucky | 20 | 20 | 0.05% | 0.08% | 0.20% | Q4 2018 | Q3 2023 | 20 |
ROYAL BANK OF CANADA | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Ellevest, Inc. | 20 | 20 | 0.00% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 20 |
WELLS FARGO & COMPANY/MN | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Anchor Investment Management, LLC | 16 | 4 | 0.00% | 0.19% | 0.62% | Q4 2018 | Q4 2023 | 20 |
Asset Dedication, LLC | 19 | 19 | 0.04% | 0.49% | 0.90% | Q1 2019 | Q3 2023 | 19 |
UBS Group AG | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Exchange Capital Management, Inc. | 18 | 18 | 0.07% | 0.29% | 0.40% | Q2 2019 | Q3 2023 | 18 |
RAYMOND JAMES & ASSOCIATES | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 18 |
Capital Investment Advisors, LLC | 18 | 18 | 0.02% | 0.03% | 0.06% | Q3 2019 | Q4 2023 | 18 |
MORGAN STANLEY | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
COOKSON PEIRCE & CO INC | 16 | 16 | 0.34% | 0.48% | 0.57% | Q4 2019 | Q3 2023 | 16 |
Motley Fool Wealth Management, LLC | 16 | 16 | 0.95% | 1.32% | 1.72% | Q4 2019 | Q3 2023 | 16 |
Ameritas Investment Partners, Inc. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Smithfield Trust Co | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Janney Montgomery Scott LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Apella Capital, LLC | 12 | 3 | 0.04% | 0.22% | 0.65% | Q1 2020 | Q4 2023 | 15 |
Raymond James Financial Services Advisors, Inc. | 15 | 15 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
LPL Financial LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
EASTERN BANK | 15 | 15 | 1.10% | 1.29% | 1.48% | Q1 2020 | Q3 2023 | 15 |
Steward Partners Investment Advisory, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 14 | 14 | 0.21% | 0.35% | 0.41% | Q2 2020 | Q3 2023 | 14 |
Oliver Luxxe Assets LLC | 13 | 13 | 0.49% | 0.61% | 0.79% | Q3 2020 | Q3 2023 | 13 |
Capital Investment Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.01% | 0.12% | Q1 2020 | Q3 2023 | 13 |
COLONY GROUP LLC | 8 | 5 | 0.01% | 0.07% | 0.14% | Q2 2020 | Q3 2023 | 13 |
STIFEL FINANCIAL CORP | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
HighTower Advisors, LLC | 5 | 4 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 13 |
Cambridge Investment Research Advisors, Inc. | 7 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
Mendel Money Management | 9 | 3 | 0.11% | 0.26% | 0.47% | Q2 2019 | Q2 2022 | 12 |
Segment Wealth Management, LLC | 11 | 11 | 0.02% | 0.06% | 0.11% | Q1 2021 | Q3 2023 | 11 |
4Thought Financial Group Inc. | 11 | 11 | 0.57% | 0.65% | 0.71% | Q1 2021 | Q3 2023 | 11 |
FRANKLIN RESOURCES INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
DAVIS R M INC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
COMMONWEALTH EQUITY SERVICES, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Newport Capital Group, LLC | 9 | 1 | 0.11% | 0.19% | 0.22% | Q4 2020 | Q2 2023 | 10 |
Carnegie Capital Asset Management, LLC | 10 | 10 | 0.01% | 0.07% | 0.14% | Q2 2021 | Q3 2023 | 10 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10 | 10 | 0.04% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
TLWM | 6 | 4 | 0.14% | 2.31% | 5.82% | Q1 2021 | Q3 2023 | 10 |
Camelot Portfolios, LLC | 10 | 10 | 1.39% | 1.79% | 1.93% | Q2 2021 | Q3 2023 | 10 |
Gs Investments, Inc. | 10 | 10 | 0.05% | 0.06% | 0.14% | Q2 2021 | Q3 2023 | 10 |
First Command Bank | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2023 | 9 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 9 |
Newbridge Financial Services Group, Inc. | 9 | 9 | 0.14% | 0.18% | 0.23% | Q3 2021 | Q3 2023 | 9 |
First Command Financial Services, Inc. | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2023 | 9 |
Flaharty Asset Management, LLC | 9 | 9 | 0.04% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Chicago Partners Investment Group LLC | 9 | 9 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q4 2020 | 9 |
Geneos Wealth Management Inc. | 9 | 9 | 0.00% | 0.01% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Sargent Bickham Lagudis LLC | 9 | 9 | 0.01% | 0.04% | 0.10% | Q4 2020 | Q4 2022 | 9 |
Advisory Services Network, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2023 | 9 |
FMR LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 8 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8 | 8 | 0.05% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Stonebridge Capital Advisors LLC | 8 | 8 | 0.29% | 0.34% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 8 |
Straight Path Wealth Management | 8 | 8 | 0.30% | 0.54% | 0.75% | Q4 2021 | Q3 2023 | 8 |
AdvisorNet Financial, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
AMERIPRISE FINANCIAL INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Invesco Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Comprehensive Financial Consultants Institutional, Inc. | 8 | 8 | 0.16% | 0.19% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Legacy Private Trust Co. | 8 | 8 | 0.22% | 0.65% | 0.80% | Q4 2021 | Q3 2023 | 8 |
FinTrust Capital Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2020 | 7 |
Redwood Financial Network Corp | 7 | 7 | 0.77% | 0.87% | 1.04% | Q1 2022 | Q3 2023 | 7 |
SAWGRASS ASSET MANAGEMENT LLC | 7 | 7 | 0.06% | 0.11% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Vigilant Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
ENVESTNET ASSET MANAGEMENT INC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 7 |
KIRR MARBACH & CO LLC /IN/ | 7 | 7 | 0.21% | 0.36% | 0.55% | Q1 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Horizons Wealth Management | 7 | 7 | 0.05% | 1.62% | 2.60% | Q2 2022 | Q4 2023 | 7 |
HC FINANCIAL ADVISORS INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 6 |
Addison Advisors LLC | 5 | 1 | 0.02% | 0.61% | 1.05% | Q4 2020 | Q3 2023 | 6 |
Aptus Capital Advisors, LLC | 6 | 6 | 0.16% | 0.57% | 0.84% | Q2 2022 | Q3 2023 | 6 |
STEPHENS INC /AR/ | 3 | 2 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 5 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 5 | 5 | 0.94% | 1.05% | 1.18% | Q3 2022 | Q3 2023 | 5 |
Souders Financial Advisors | 5 | 5 | 0.40% | 0.43% | 0.46% | Q3 2022 | Q3 2023 | 5 |
Financial Architects, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
Iowa State Bank | 5 | 5 | 0.08% | 0.18% | 0.28% | Q4 2020 | Q4 2021 | 5 |
TRUIST FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
WOLVERINE TRADING, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
YHB Investment Advisors, Inc. | 5 | 5 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q1 2022 | 5 |
Financial Network Wealth Management LLC | 5 | 5 | 0.17% | 0.20% | 0.23% | Q1 2021 | Q1 2022 | 5 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Cetera Advisors LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 5 |
Carmel Capital Partners, LLC | 5 | 5 | 0.24% | 0.61% | 0.96% | Q3 2022 | Q3 2023 | 5 |
Western Financial Corp/CA | 4 | 4 | 0.57% | 0.66% | 0.71% | Q4 2022 | Q3 2023 | 4 |
NOVARE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.28% | 0.29% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Capital Analysts, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Kohmann Bosshard Financial Services, LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Ironwood Financial, llc | 4 | 4 | 0.20% | 0.95% | 2.22% | Q4 2022 | Q3 2023 | 4 |
ROVIN CAPITAL /UT/ /ADV | 4 | 4 | 1.35% | 1.56% | 1.82% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.08% | 0.17% | Q4 2022 | Q3 2023 | 4 |
TruWealth Advisors, LLC | 4 | 4 | 0.79% | 1.74% | 2.38% | Q4 2022 | Q3 2023 | 4 |
Secure Asset Management, LLC | 4 | 4 | 0.61% | 0.73% | 0.86% | Q4 2022 | Q3 2023 | 4 |
G2 CAPITAL MANAGEMENT, LLC / OH | 4 | 4 | 0.51% | 0.59% | 0.63% | Q4 2022 | Q3 2023 | 4 |
Red Spruce Capital, LLC | 4 | 4 | 0.19% | 1.22% | 2.47% | Q1 2023 | Q4 2023 | 4 |
Timber Creek Capital Management LLC | 4 | 4 | 0.25% | 0.26% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Ancora Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
West Branch Capital LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Moisand Fitzgerald Tamayo, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
NOTTINGHAM ADVISORS, INC. | 4 | 4 | 0.11% | 0.15% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Matthew Goff Investment Advisor, LLC | 4 | 4 | 0.42% | 0.44% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Bruderman Asset Management, LLC | 2 | 2 | 0.25% | 0.49% | 0.73% | Q4 2020 | Q4 2021 | 4 |
Marietta Wealth Management, LLC | 4 | 4 | 1.01% | 1.05% | 1.10% | Q4 2022 | Q3 2023 | 4 |
SFE Investment Counsel | 4 | 4 | 0.23% | 0.36% | 0.50% | Q4 2022 | Q3 2023 | 4 |
CWM, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Goepper Burkhardt LLC | 4 | 4 | 0.74% | 1.37% | 2.20% | Q4 2022 | Q3 2023 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Robertson Stephens Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
IFP Advisors, Inc | 4 | 4 | 0.01% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
American Portfolios Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
VISTA INVESTMENT MANAGEMENT | 4 | 4 | 0.14% | 1.57% | 2.95% | Q4 2022 | Q3 2023 | 4 |
COUNTRY CLUB BANK /GFN | 4 | 4 | 0.10% | 0.24% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Snowden Capital Advisors LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Leisure Capital Management | 3 | 3 | 0.37% | 0.41% | 0.44% | Q1 2023 | Q3 2023 | 3 |
Atria Wealth Solutions, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
COMERICA BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 3 |
TCG Advisory Services, LLC | 3 | 3 | 0.87% | 1.01% | 1.21% | Q1 2023 | Q3 2023 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Private Advisor Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 3 |
Harfst & Associates, Inc. | 3 | 3 | 0.10% | 0.12% | 0.14% | Q3 2020 | Q1 2021 | 3 |
WHITENER CAPITAL MANAGEMENT, INC. | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2019 | Q3 2019 | 3 |
Kades & Cheifetz LLC | 3 | 3 | 0.20% | 0.20% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 3 |
Advisor Group, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 3 |
GILL CAPITAL PARTNERS, LLC | 3 | 3 | 0.14% | 0.50% | 0.72% | Q2 2023 | Q4 2023 | 3 |
Colonial Trust Advisors | 3 | 3 | 0.00% | 0.10% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Altus Wealth Group LLC | 3 | 3 | 2.09% | 2.15% | 2.26% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Atlantic Union Bankshares Corp | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
LINCOLN CAPITAL CORP | 2 | 1 | 0.35% | 0.37% | 0.39% | Q3 2020 | Q2 2021 | 3 |
Community Bank, N.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Wealthcare Advisory Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 3 |
SILVERLAKE WEALTH MANAGEMENT LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q1 2022 | 2 |
Hilltop Holdings Inc. | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2020 | Q2 2020 | 2 |
Davis Capital Management | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2020 | Q2 2020 | 2 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MONECO Advisors, LLC | 2 | 2 | 0.16% | 0.19% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Missouri Trust & Investment Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Sutton Wealth Advisors Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Koss-Olinger Consulting, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Bradley & Co. Private Wealth Management, LLC | 2 | 2 | 0.05% | 0.13% | 0.21% | Q4 2021 | Q1 2022 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Kingsview Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
AVANTAX ADVISORY SERVICES, INC. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Global Retirement Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Baird Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 2 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 2 |
HUNTINGTON NATIONAL BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Sterling Financial Group, Inc. | 2 | 2 | 0.17% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
MML INVESTORS SERVICES, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Insight Wealth Partners, LLC | 2 | 2 | 0.14% | 0.15% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Private Vista, LLC | 2 | 2 | 1.31% | 1.49% | 1.66% | Q1 2020 | Q2 2020 | 2 |
Equitable Holdings, Inc. | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Evolution Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Level Financial Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BCS Wealth Management | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
ROCKLAND TRUST CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CGN Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Advisors Capital Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
IMA Wealth, Inc. | 1 | 1 | 1.36% | 1.36% | 1.36% | Q3 2023 | Q3 2023 | 1 |
SHUFRO ROSE & CO LLC | 1 | 1 | 6.58% | 6.58% | 6.58% | Q2 2021 | Q2 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Phoenix Holdings Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SIGMA INVESTMENT COUNSELORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Western Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Strategic Financial Concepts, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 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.