Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 18 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 1.07% | 2.06% | 4.09% | Q2 2018 | Q2 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
MONECO Advisors, LLC | 20 | 20 | 0.13% | 0.26% | 0.42% | Q4 2018 | Q3 2023 | 20 |
Cascade Investment Advisors, Inc. | 20 | 20 | 0.10% | 0.26% | 0.46% | Q4 2018 | Q3 2023 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Trek Financial, LLC | 20 | 20 | 0.06% | 0.08% | 0.12% | Q4 2018 | Q3 2023 | 20 |
NewEdge Advisors, LLC | 20 | 20 | 0.00% | 0.08% | 0.24% | Q4 2018 | Q3 2023 | 20 |
Janney Montgomery Scott LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 19 |
FMR LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
CWM, LLC | 11 | 8 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 19 |
IFP Advisors, Inc | 17 | 2 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 19 |
PNC FINANCIAL SERVICES GROUP, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 18 |
Connecticut Wealth Management, LLC | 18 | 18 | 0.02% | 0.70% | 1.00% | Q2 2019 | Q3 2023 | 18 |
American Portfolios Advisors | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 18 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Cetera Advisors LLC | 16 | 1 | 0.01% | 0.03% | 0.12% | Q1 2019 | Q3 2023 | 17 |
AlphaStar Capital Management, LLC | 17 | 17 | 0.02% | 0.05% | 0.07% | Q2 2018 | Q2 2022 | 17 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 17 |
US BANCORP \DE\ | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2022 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
AdvisorNet Financial, Inc | 15 | 15 | 0.02% | 0.05% | 0.10% | Q2 2018 | Q4 2021 | 15 |
Caprock Group, LLC | 15 | 15 | 0.07% | 0.13% | 0.22% | Q1 2020 | Q3 2023 | 15 |
MML INVESTORS SERVICES, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2023 | 14 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.93% | 1.22% | 1.56% | Q2 2018 | Q2 2023 | 14 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 14 |
LEVEL FOUR ADVISORY SERVICES, LLC | 14 | 14 | 0.03% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Carroll Financial Associates, Inc. | 14 | 14 | 0.05% | 0.06% | 0.07% | Q2 2018 | Q3 2021 | 14 |
QUEST CAPITAL MANAGEMENT INC /ADV | 13 | 13 | 0.06% | 0.10% | 0.13% | Q4 2018 | Q4 2021 | 13 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Jaffetilchin Investment Partners, LLC | 13 | 13 | 0.11% | 0.21% | 0.39% | Q3 2020 | Q3 2023 | 13 |
Capital Investment Advisory Services, LLC | 13 | 13 | 0.02% | 0.10% | 0.18% | Q3 2020 | Q3 2023 | 13 |
S.A. Mason LLC | 11 | 2 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 13 |
Private Advisor Group, LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 12 |
Arkadios Wealth Advisors | 8 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2023 | 12 |
MERCER GLOBAL ADVISORS INC /ADV | 9 | 1 | 0.04% | 0.15% | 0.36% | Q1 2020 | Q3 2023 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.02% | 0.04% | 0.07% | Q1 2019 | Q2 2022 | 12 |
AE Wealth Management LLC | 8 | 4 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 12 |
Financial Enhancement Group LLC | 12 | 12 | 0.00% | 1.07% | 2.76% | Q4 2019 | Q3 2022 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.56% | 1.01% | 3.45% | Q4 2020 | Q3 2023 | 12 |
IMA Wealth, Inc. | 11 | 11 | 0.00% | 0.33% | 0.60% | Q2 2018 | Q4 2020 | 11 |
Stonebridge Capital Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
GOLDMAN SACHS GROUP INC | 6 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 11 |
Geneos Wealth Management Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 11 |
AMERIPRISE FINANCIAL INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 11 |
Belpointe Asset Management LLC | 10 | 10 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q1 2023 | 10 |
ETRADE Capital Management LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 10 |
BCS Wealth Management | 5 | 1 | 0.08% | 0.10% | 0.16% | Q4 2019 | Q3 2023 | 10 |
Advisory Alpha, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
First Allied Advisory Services, Inc. | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2020 | 10 |
Delos Wealth Advisors, LLC | 9 | 9 | 3.33% | 3.84% | 5.16% | Q3 2021 | Q3 2023 | 9 |
VALICENTI ADVISORY SERVICES INC | 9 | 9 | 0.07% | 1.39% | 2.20% | Q2 2019 | Q2 2021 | 9 |
Global Retirement Partners, LLC | 7 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Insight Advisors, LLC/ PA | 9 | 9 | 0.08% | 0.15% | 0.27% | Q4 2020 | Q4 2022 | 9 |
Solstein Capital, LLC | 9 | 9 | 0.40% | 0.87% | 1.25% | Q3 2021 | Q3 2023 | 9 |
HighTower Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Financial Architects, Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
Ameritas Investment Company, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2021 | 8 |
Fiera Capital Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
Reitz Capital Advisors LLC | 8 | 8 | 0.23% | 0.35% | 0.46% | Q1 2019 | Q4 2020 | 8 |
Lido Advisors, LLC | 8 | 8 | 0.03% | 0.05% | 0.08% | Q2 2018 | Q1 2020 | 8 |
Fluent Financial, LLC | 8 | 8 | 1.01% | 1.27% | 1.76% | Q4 2018 | Q3 2020 | 8 |
CITIGROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Avant Capital LLC | 8 | 8 | 1.16% | 1.24% | 1.33% | Q4 2021 | Q3 2023 | 8 |
Financial Services Advisory Inc | 4 | 1 | 0.10% | 0.20% | 0.33% | Q3 2018 | Q3 2023 | 8 |
Asset Dedication, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 8 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 4 | 3 | 7.89% | 8.61% | 9.11% | Q3 2018 | Q2 2021 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Aptus Capital Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
FLOW TRADERS U.S. LLC | 5 | 2 | 0.01% | 0.04% | 0.08% | Q4 2020 | Q2 2023 | 7 |
Jackson Financial Management | 7 | 7 | 4.99% | 8.95% | 12.46% | Q2 2018 | Q4 2019 | 7 |
Sandy Spring Bank | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
NATIONAL BANK OF CANADA /FI/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Providence Capital Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PRELUDE CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 6 |
Bruderman Asset Management, LLC | 6 | 6 | 0.41% | 0.72% | 1.07% | Q2 2019 | Q3 2020 | 6 |
Litman Gregory Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
HORIZON FINANCIAL SERVICES, LLC | 6 | 6 | 0.12% | 1.19% | 2.08% | Q3 2020 | Q4 2021 | 6 |
Ameritas Advisory Services, LLC | 4 | 2 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 6 |
Wealthcare Advisory Partners LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
CASTLE WEALTH MANAGEMENT LLC | 6 | 6 | 0.21% | 0.25% | 0.30% | Q2 2022 | Q3 2023 | 6 |
Parallel Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 5 |
ATLAS CAPITAL ADVISORS LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q2 2019 | Q2 2020 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
IMC-Chicago, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 5 |
SeaCrest Wealth Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q2 2022 | 5 |
ALERUS FINANCIAL NA | 5 | 5 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2020 | 5 |
CENTAURUS FINANCIAL, INC. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q2 2019 | 5 |
SRS Capital Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 5 |
Sigma Planning Corp | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 5 |
Cetera Advisor Networks LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q1 2022 | 4 |
RAYMOND JAMES & ASSOCIATES | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 4 |
G2 CAPITAL MANAGEMENT, LLC / OH | 4 | 4 | 0.70% | 1.37% | 1.69% | Q2 2022 | Q1 2023 | 4 |
Realta Investment Advisors | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 4 |
Wagner Wealth Management, LLC | 2 | 2 | 0.00% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.00% | 0.03% | 0.06% | Q4 2021 | Q4 2022 | 4 |
D.A. DAVIDSON & CO. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 4 |
Mariner, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 4 |
MONEY CONCEPTS CAPITAL CORP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
B. Riley Wealth Advisors, Inc. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q1 2019 | 4 |
MinichMacGregor Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 3 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 3 |
Brendel Financial Advisors LLC | 3 | 3 | 0.45% | 0.46% | 0.48% | Q2 2019 | Q4 2019 | 3 |
Creative Planning | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 3 |
Almanack Investment Partners, LLC. | 3 | 3 | 0.04% | 0.12% | 0.28% | Q2 2019 | Q4 2019 | 3 |
FIFTH THIRD BANCORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Bison Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
REGIONS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 1 | 0.01% | 0.08% | 0.13% | Q1 2020 | Q3 2023 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.05% | 0.20% | 0.48% | Q2 2022 | Q1 2023 | 3 |
Centric Wealth Management | 3 | 3 | 0.47% | 0.49% | 0.50% | Q1 2022 | Q3 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Newbridge Financial Services Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
JPMORGAN CHASE & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
COLUMBIA ADVISORY PARTNERS LLC | 3 | 3 | 0.40% | 0.42% | 0.43% | Q2 2022 | Q4 2022 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.06% | 0.16% | Q3 2018 | Q4 2022 | 3 |
BANK OF MONTREAL /CAN/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Jacobi Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.01% | 0.04% | 0.06% | Q2 2018 | Q1 2020 | 2 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q2 2023 | 2 |
Stratos Wealth Advisors, LLC | 2 | 2 | 0.13% | 0.18% | 0.22% | Q3 2021 | Q4 2021 | 2 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Hilltop Holdings Inc. | 1 | 1 | 0.08% | 0.42% | 0.76% | Q3 2021 | Q3 2023 | 2 |
Amundi | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Proficio Capital Partners LLC | 2 | 2 | 0.05% | 0.11% | 0.17% | Q3 2022 | Q4 2022 | 2 |
Cetera Investment Advisers | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
TWO SIGMA SECURITIES, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Asset Planning Services, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
TCG Advisors, LP | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q2 2019 | 2 |
Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SFG Wealth Management, LLC. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2022 | Q4 2022 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Weaver Consulting Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Hudock, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
SMITH SHELLNUT WILSON LLC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2019 | Q4 2019 | 1 |
SEAVIEW INVESTMENT MANAGERS LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q2 2022 | Q2 2022 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Rooted Wealth Advisors, Inc. | 1 | 1 | 1.43% | 1.43% | 1.43% | Q4 2022 | Q4 2022 | 1 |
FIRST AMERICAN TRUST, FSB | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Diversified, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Archer Investment Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
STIFEL FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TFG Advisers LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | 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.