Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Anchor Investment Management, LLC | 25 | 25 | 0.01% | 0.27% | 0.61% | Q4 2017 | Q4 2023 | 25 |
Ameritas Investment Partners, Inc. | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Asset Dedication, LLC | 22 | 22 | 0.12% | 0.60% | 1.09% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Janney Montgomery Scott LLC | 22 | 22 | 0.01% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 22 |
JANE STREET GROUP, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.22% | Q3 2018 | Q3 2023 | 21 |
Independence Bank of Kentucky | 21 | 21 | 0.06% | 0.08% | 0.21% | Q3 2018 | Q3 2023 | 21 |
Ellevest, Inc. | 20 | 20 | 0.00% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.04% | 0.09% | Q4 2018 | Q3 2023 | 20 |
RAYMOND JAMES & ASSOCIATES | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Capital Investment Advisors, LLC | 18 | 18 | 0.02% | 0.03% | 0.06% | Q3 2019 | Q4 2023 | 18 |
Geneos Wealth Management Inc. | 18 | 18 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Exchange Capital Management, Inc. | 17 | 17 | 0.06% | 0.22% | 0.36% | Q3 2019 | Q3 2023 | 17 |
Cribstone Capital Management, LLC | 16 | 16 | 0.00% | 0.29% | 1.69% | Q1 2019 | Q4 2022 | 16 |
Cambridge Investment Research Advisors, Inc. | 10 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
Financial Advisory Group | 16 | 16 | 0.09% | 0.33% | 0.42% | Q4 2019 | Q3 2023 | 16 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 16 | 16 | 0.13% | 0.32% | 0.39% | Q4 2019 | Q3 2023 | 16 |
First Command Financial Services, Inc. | 9 | 7 | 0.02% | 0.32% | 2.81% | Q2 2018 | Q2 2023 | 16 |
Smithfield Trust Co | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
AdvisorNet Financial, Inc | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
COOKSON PEIRCE & CO INC | 16 | 16 | 0.34% | 0.48% | 0.57% | Q4 2019 | Q3 2023 | 16 |
Raymond James Financial Services Advisors, Inc. | 15 | 1 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 16 |
First Command Bank | 9 | 7 | 0.02% | 0.63% | 2.83% | Q2 2018 | Q2 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 15 | 15 | 0.15% | 0.62% | 1.17% | Q1 2020 | Q3 2023 | 15 |
TLWM | 15 | 15 | 0.17% | 1.70% | 3.09% | Q1 2020 | Q3 2023 | 15 |
Apella Capital, LLC | 12 | 3 | 0.05% | 0.22% | 0.65% | Q1 2020 | Q4 2023 | 15 |
Gs Investments, Inc. | 15 | 15 | 0.04% | 0.11% | 0.28% | Q1 2020 | Q3 2023 | 15 |
EASTERN BANK | 15 | 15 | 1.11% | 1.30% | 1.51% | Q1 2020 | Q3 2023 | 15 |
STIFEL FINANCIAL CORP | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Tiller Private Wealth, Inc. | 15 | 15 | 0.16% | 0.26% | 0.51% | Q2 2018 | Q4 2021 | 15 |
Steward Partners Investment Advisory, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
HighTower Advisors, LLC | 5 | 4 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 14 |
Cypress Wealth Services, LLC | 14 | 14 | 0.12% | 0.15% | 0.24% | Q2 2020 | Q3 2023 | 14 |
NOVARE CAPITAL MANAGEMENT LLC | 14 | 14 | 0.08% | 0.62% | 1.30% | Q2 2020 | Q3 2023 | 14 |
Motley Fool Wealth Management, LLC | 14 | 14 | 1.17% | 1.36% | 1.64% | Q2 2020 | Q3 2023 | 14 |
Red Spruce Capital, LLC | 14 | 14 | 0.28% | 1.79% | 2.91% | Q3 2020 | Q4 2023 | 14 |
CAPTRUST FINANCIAL ADVISORS | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 14 |
First Horizon Advisors, Inc. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
V Wealth Advisors LLC | 13 | 13 | 0.16% | 0.22% | 0.56% | Q2 2020 | Q2 2023 | 13 |
LPL Financial LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Citadel Advisors | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 13 |
Oliver Luxxe Assets LLC | 13 | 13 | 0.55% | 0.67% | 0.79% | Q3 2020 | Q3 2023 | 13 |
DAVIS R M INC | 13 | 13 | 0.01% | 0.07% | 0.10% | Q3 2020 | Q3 2023 | 13 |
COLONY GROUP LLC | 8 | 5 | 0.04% | 0.11% | 0.18% | Q2 2020 | Q3 2023 | 13 |
YHB Investment Advisors, Inc. | 13 | 13 | 0.02% | 0.10% | 0.22% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.01% | 0.02% | 0.13% | Q1 2020 | Q3 2023 | 13 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12 | 12 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Segment Wealth Management, LLC | 12 | 12 | 0.03% | 0.09% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Iowa State Bank | 12 | 12 | 0.06% | 0.20% | 0.40% | Q4 2020 | Q3 2023 | 12 |
Goepper Burkhardt LLC | 12 | 12 | 0.50% | 1.06% | 2.50% | Q4 2020 | Q3 2023 | 12 |
1834 INVESTMENT ADVISORS CO | 12 | 12 | 0.05% | 0.23% | 0.87% | Q4 2020 | Q3 2023 | 12 |
Private Advisor Group, LLC | 7 | 4 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 11 |
COMMONWEALTH EQUITY SERVICES, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Sargent Bickham Lagudis LLC | 10 | 10 | 0.01% | 0.19% | 0.60% | Q3 2020 | Q4 2022 | 10 |
West Branch Capital LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10 | 10 | 0.04% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Carnegie Capital Asset Management, LLC | 10 | 10 | 0.01% | 0.12% | 0.23% | Q2 2021 | Q3 2023 | 10 |
Chicago Partners Investment Group LLC | 10 | 10 | 0.02% | 0.07% | 0.09% | Q4 2018 | Q1 2021 | 10 |
Laurel Wealth Advisors LLC | 9 | 9 | 0.00% | 0.38% | 0.53% | Q3 2021 | Q3 2023 | 9 |
RVW Wealth, LLC | 9 | 9 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q4 2023 | 9 |
Flaharty Asset Management, LLC | 9 | 9 | 0.04% | 0.11% | 0.24% | Q3 2021 | Q3 2023 | 9 |
Beacon Pointe Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Lineweaver Wealth Advisors, LLC | 5 | 4 | 0.06% | 0.07% | 0.10% | Q4 2020 | Q1 2023 | 9 |
Vigilant Capital Management, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 9 |
OPPENHEIMER & CO INC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
STEPHENS INC /AR/ | 7 | 2 | 0.01% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 9 |
Invesco Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MML INVESTORS SERVICES, LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 8 |
Comprehensive Financial Consultants Institutional, Inc. | 8 | 8 | 0.28% | 0.33% | 0.38% | Q4 2021 | Q3 2023 | 8 |
First Fiduciary Investment Counsel, Inc. | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 8 |
New Potomac Partners, LLC | 8 | 8 | 0.27% | 0.80% | 1.18% | Q4 2021 | Q3 2023 | 8 |
Hilltop Holdings Inc. | 8 | 8 | 0.02% | 0.05% | 0.11% | Q1 2020 | Q4 2021 | 8 |
Advisory Services Network, LLC | 6 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2020 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.26% | 0.28% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Gradient Investments LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 8 |
TCG Advisory Services, LLC | 7 | 1 | 0.16% | 0.91% | 1.18% | Q4 2020 | Q3 2023 | 8 |
Straight Path Wealth Management | 8 | 8 | 0.30% | 0.55% | 0.77% | Q4 2021 | Q3 2023 | 8 |
AMERIPRISE FINANCIAL INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
D.A. DAVIDSON & CO. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
VALLEY NATIONAL ADVISERS INC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
IHT Wealth Management, LLC | 7 | 7 | 0.05% | 0.09% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Cetera Advisor Networks LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 7 |
Cetera Advisors LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
KIRR MARBACH & CO LLC /IN/ | 7 | 7 | 0.85% | 1.31% | 2.00% | Q1 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 7 |
RPg Family Wealth Advisory, LLC | 4 | 3 | 0.08% | 0.10% | 0.13% | Q2 2020 | Q1 2022 | 7 |
SAWGRASS ASSET MANAGEMENT LLC | 7 | 7 | 0.06% | 0.12% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Redwood Financial Network Corp | 7 | 7 | 0.63% | 0.76% | 0.95% | Q1 2022 | Q3 2023 | 7 |
Horizons Wealth Management | 7 | 7 | 0.70% | 1.99% | 2.61% | Q2 2022 | Q4 2023 | 7 |
WOODMONT INVESTMENT COUNSEL LLC | 7 | 7 | 0.03% | 0.09% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Virginia National Bank | 7 | 7 | 1.42% | 2.36% | 2.86% | Q1 2022 | Q3 2023 | 7 |
Kingsview Wealth Management, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 7 |
NewEdge Advisors, LLC | 6 | 6 | 0.00% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Stonebridge Capital Advisors LLC | 6 | 6 | 0.01% | 0.09% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Marietta Wealth Management, LLC | 6 | 6 | 1.01% | 1.34% | 1.96% | Q2 2022 | Q3 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
DENVER WEALTH MANAGEMENT, INC. | 6 | 6 | 0.41% | 1.21% | 1.78% | Q2 2022 | Q3 2023 | 6 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 5 | 1 | 0.08% | 0.76% | 2.05% | Q4 2021 | Q3 2023 | 6 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Heartwood Wealth Advisors LLC | 6 | 6 | 0.48% | 0.52% | 0.56% | Q2 2022 | Q3 2023 | 6 |
Financial Network Wealth Management LLC | 6 | 6 | 0.18% | 0.22% | 0.29% | Q4 2020 | Q1 2022 | 6 |
ENVESTNET ASSET MANAGEMENT INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 6 |
Addison Advisors LLC | 5 | 1 | 0.02% | 0.63% | 1.06% | Q4 2020 | Q3 2023 | 6 |
Kestra Advisory Services, LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 6 |
HC FINANCIAL ADVISORS INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 6 |
CWM, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Gladstone Institutional Advisory LLC | 5 | 5 | 0.12% | 0.14% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Arkadios Wealth Advisors | 3 | 2 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 5 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 4 | 1 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 5 |
True Link Financial Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Kessler Investment Group, LLC | 5 | 5 | 0.94% | 1.28% | 1.85% | Q3 2022 | Q3 2023 | 5 |
Colonial Trust Advisors | 5 | 5 | 0.20% | 0.21% | 0.23% | Q3 2022 | Q3 2023 | 5 |
Financial Architects, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
Lido Advisors, LLC | 5 | 5 | 0.01% | 0.05% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Souders Financial Advisors | 5 | 5 | 0.40% | 0.43% | 0.46% | Q3 2022 | Q3 2023 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Capital Investment Advisory Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Orion Capital Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Legacy Financial Group LLC | 5 | 5 | 0.20% | 2.10% | 2.92% | Q3 2022 | Q3 2023 | 5 |
IFP Advisors, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.18% | 0.21% | 0.24% | Q3 2022 | Q3 2023 | 5 |
Certified Advisory Corp | 5 | 5 | 0.04% | 0.32% | 1.34% | Q2 2022 | Q2 2023 | 5 |
TCG Advisors, LP | 5 | 5 | 0.18% | 0.22% | 0.28% | Q2 2019 | Q2 2020 | 5 |
Oder Investment Management, LLC | 4 | 1 | 0.02% | 0.60% | 0.78% | Q4 2020 | Q3 2023 | 5 |
RAYMOND JAMES TRUST N.A. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
FMR LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
G2 CAPITAL MANAGEMENT, LLC / OH | 4 | 4 | 0.52% | 0.60% | 0.65% | Q4 2022 | Q3 2023 | 4 |
Apeiron RIA LLC | 4 | 4 | 0.30% | 0.31% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Blue Barn Wealth, LLC | 4 | 4 | 0.40% | 0.47% | 0.57% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Partners, LLC | 3 | 1 | 0.05% | 0.21% | 0.38% | Q1 2020 | Q3 2022 | 4 |
Sugarloaf Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Western Wealth Management, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
SFE Investment Counsel | 4 | 4 | 0.35% | 0.48% | 0.60% | Q4 2022 | Q3 2023 | 4 |
Atlantic Union Bankshares Corp | 4 | 4 | 0.33% | 0.59% | 0.75% | Q4 2022 | Q3 2023 | 4 |
HM PAYSON & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Masso Torrence Wealth Management Inc. | 4 | 4 | 0.41% | 0.51% | 0.56% | Q4 2022 | Q3 2023 | 4 |
TRANSCEND CAPITAL ADVISORS, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Secure Asset Management, LLC | 4 | 4 | 0.61% | 0.73% | 0.85% | Q4 2022 | Q3 2023 | 4 |
Atria Wealth Solutions, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
American Portfolios Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Integrated Wealth Concepts LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Wealthstreet Investment Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q1 2021 | 4 |
WASHINGTON TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Western Financial Corp/CA | 4 | 4 | 0.38% | 0.41% | 0.43% | Q4 2022 | Q3 2023 | 4 |
Robertson Stephens Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Stratos Wealth Partners, LTD. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Matthew Goff Investment Advisor, LLC | 4 | 4 | 0.57% | 0.60% | 0.65% | Q4 2022 | Q3 2023 | 4 |
VISTA INVESTMENT MANAGEMENT | 4 | 4 | 0.21% | 1.33% | 1.85% | Q4 2022 | Q3 2023 | 4 |
ProVise Management Group, LLC | 4 | 4 | 0.07% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Capital Analysts, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Bruderman Asset Management, LLC | 2 | 2 | 0.20% | 0.52% | 0.71% | Q4 2020 | Q4 2021 | 4 |
UNIONVIEW, LLC | 4 | 4 | 0.28% | 0.33% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Larson Financial Group LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Creative Planning | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Prospera Financial Services Inc | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Roundview Capital LLC | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.15% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 4 |
NOTTINGHAM ADVISORS, INC. | 4 | 4 | 0.14% | 0.17% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Brookstone Capital Management | 4 | 4 | 0.76% | 0.77% | 0.78% | Q4 2022 | Q3 2023 | 4 |
WEBSTER BANK, N. A. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
BCS Wealth Management | 4 | 4 | 0.12% | 0.25% | 0.39% | Q4 2022 | Q3 2023 | 4 |
Kohmann Bosshard Financial Services, LLC | 4 | 4 | 0.07% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 4 |
MGO ONE SEVEN LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Aptus Capital Advisors, LLC | 4 | 4 | 0.86% | 0.93% | 1.01% | Q2 2022 | Q1 2023 | 4 |
Ironwood Financial, llc | 4 | 4 | 0.40% | 1.27% | 2.09% | Q4 2022 | Q3 2023 | 4 |
Wealthcare Advisory Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 3 |
Kaydan Wealth Management, Inc. | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
W.H. Cornerstone Investments Inc. | 3 | 3 | 0.23% | 0.23% | 0.24% | Q4 2022 | Q2 2023 | 3 |
TrueWealth Advisors, LLC | 3 | 3 | 0.12% | 0.15% | 0.19% | Q4 2020 | Q2 2021 | 3 |
EP Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Beaird Harris Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Ancora Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WHITENER CAPITAL MANAGEMENT, INC. | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2019 | Q3 2019 | 3 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.01% | 0.06% | 0.09% | Q1 2023 | Q3 2023 | 3 |
CALTON & ASSOCIATES, INC. | 2 | 1 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q4 2021 | 3 |
Genesee Capital Advisors, LLC | 3 | 3 | 0.63% | 0.66% | 0.70% | Q1 2023 | Q3 2023 | 3 |
Harfst & Associates, Inc. | 3 | 3 | 0.15% | 0.18% | 0.21% | Q3 2020 | Q1 2021 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.03% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 3 |
Advisor Group, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 3 |
Equitable Holdings, Inc. | 3 | 3 | 0.01% | 0.04% | 0.07% | Q1 2023 | Q3 2023 | 3 |
OXFORD FINANCIAL GROUP, LTD. LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 3 |
Community Bank, N.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Savant Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Freedom Investment Management, Inc. | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Snowden Capital Advisors LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 3 |
AlphaStar Capital Management, LLC | 3 | 3 | 0.02% | 0.05% | 0.08% | Q1 2023 | Q3 2023 | 3 |
WESTERN FINANCIAL Corp | 3 | 3 | 0.27% | 0.31% | 0.34% | Q1 2022 | Q3 2022 | 3 |
GPM Growth Investors, Inc. | 3 | 3 | 0.16% | 1.29% | 3.29% | Q1 2023 | Q3 2023 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.45% | 0.49% | 0.56% | Q1 2023 | Q3 2023 | 3 |
BANTA ASSET MANAGEMENT LP | 3 | 3 | 0.45% | 0.52% | 0.62% | Q1 2021 | Q3 2021 | 3 |
MANCHESTER FINANCIAL INC | 3 | 3 | 1.28% | 3.19% | 6.47% | Q1 2023 | Q3 2023 | 3 |
BROWN BROTHERS HARRIMAN & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Personal Wealth Partners | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2021 | 3 |
COMERICA BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 3 |
VANGUARD GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Waycross Investment Management Co | 3 | 3 | 0.20% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.83% | 0.92% | 0.98% | Q1 2023 | Q3 2023 | 3 |
Legacy CG, LLC | 3 | 3 | 1.62% | 1.71% | 1.79% | Q1 2023 | Q3 2023 | 3 |
Mariner, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Legacy Private Trust Co. | 2 | 2 | 0.16% | 0.35% | 0.54% | Q2 2023 | Q3 2023 | 2 |
Good Life Advisors, LLC | 2 | 2 | 0.74% | 0.74% | 0.75% | Q2 2023 | Q3 2023 | 2 |
HUNTINGTON NATIONAL BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cape Investment Advisory, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
LINCOLN NATIONAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
CIBC WORLD MARKET INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Arlington Partners LLC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q1 2023 | Q2 2023 | 2 |
Sterling Financial Group, Inc. | 2 | 2 | 7.04% | 7.39% | 7.75% | Q2 2023 | Q3 2023 | 2 |
MONECO Advisors, LLC | 2 | 2 | 0.08% | 0.11% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Hennion & Walsh Asset Management, Inc. | 2 | 2 | 0.02% | 0.03% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Prentice Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 2 |
Private Vista, LLC | 2 | 2 | 1.09% | 1.25% | 1.42% | Q1 2020 | Q2 2020 | 2 |
Atria Investments, Inc | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Insight Wealth Partners, LLC | 2 | 2 | 0.14% | 0.15% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Newbridge Financial Services Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Davis Capital Management | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q2 2020 | 2 |
TRUIST FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 2 |
ROCKLAND TRUST CO | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
FC Advisory LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q3 2023 | Q4 2023 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.03% | 0.11% | 0.20% | Q2 2019 | Q3 2023 | 2 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 2 |
Altus Wealth Group LLC | 2 | 2 | 0.91% | 0.92% | 0.92% | Q2 2023 | Q3 2023 | 2 |
Koss-Olinger Consulting, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
CreativeOne Wealth, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q2 2023 | 2 |
Curbstone Financial Management Corp | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2021 | Q4 2021 | 2 |
Onyx Bridge Wealth Group LLC | 2 | 2 | 0.10% | 0.13% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Berger Financial Group, Inc | 2 | 2 | 0.05% | 0.08% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Baird Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Old Port Advisors | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Evolution Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Stonebridge Financial Planning Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Divergent Wealth Advisors | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TCWP LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Sound Stewardship, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
SouthState Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
IMA Wealth, Inc. | 1 | 1 | 3.12% | 3.12% | 3.12% | Q3 2023 | Q3 2023 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Bradley & Co. Private Wealth Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2022 | Q2 2022 | 1 |
Arlington Capital Management, Inc. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2023 | Q2 2023 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MONTAG A & ASSOCIATES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
S.C. Financial Services, Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2022 | Q4 2022 | 1 |
Level Financial Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CGN Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2022 | Q3 2022 | 1 |
FCA CORP /TX | 1 | 1 | 1.67% | 1.67% | 1.67% | Q3 2023 | Q3 2023 | 1 |
Strategic Financial Concepts, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 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.