Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Anchor Investment Management, LLC | 26 | 26 | 0.01% | 0.50% | 1.56% | Q3 2017 | Q4 2023 | 26 |
1834 INVESTMENT ADVISORS CO | 22 | 22 | 0.00% | 0.47% | 1.64% | Q2 2018 | Q3 2023 | 22 |
Ameritas Investment Partners, Inc. | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Asset Dedication, LLC | 22 | 22 | 0.35% | 1.19% | 2.90% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 22 | 22 | 0.09% | 0.14% | 0.21% | Q2 2018 | Q3 2023 | 22 |
Sound Income Strategies, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 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 |
Janney Montgomery Scott LLC | 15 | 6 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 21 |
RAYMOND JAMES & ASSOCIATES | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Global Retirement Partners, LLC | 14 | 7 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.05% | Q3 2018 | Q3 2023 | 21 |
Oliver Luxxe Assets LLC | 21 | 21 | 0.17% | 0.33% | 0.48% | Q3 2018 | Q3 2023 | 21 |
Raymond James Financial Services Advisors, Inc. | 21 | 21 | 0.00% | 0.03% | 0.09% | Q3 2018 | Q3 2023 | 21 |
Independence Bank of Kentucky | 21 | 21 | 0.03% | 0.05% | 0.11% | Q3 2018 | Q3 2023 | 21 |
LPL Financial LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.07% | 0.13% | Q4 2018 | Q3 2023 | 20 |
JANE STREET GROUP, LLC | 12 | 2 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 20 |
Ellevest, Inc. | 20 | 20 | 0.00% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 20 |
COOKSON PEIRCE & CO INC | 20 | 20 | 0.25% | 0.44% | 0.58% | Q4 2018 | Q3 2023 | 20 |
Smithfield Trust Co | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
STIFEL FINANCIAL CORP | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Sutton Wealth Advisors Inc. | 19 | 19 | 0.03% | 0.06% | 0.08% | Q1 2019 | Q3 2023 | 19 |
CAPTRUST FINANCIAL ADVISORS | 17 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 18 |
Capital Investment Advisors, LLC | 18 | 18 | 0.02% | 0.03% | 0.06% | Q3 2019 | Q4 2023 | 18 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 17 | 1 | 0.00% | 0.52% | 1.16% | Q3 2018 | Q3 2023 | 18 |
Geneos Wealth Management Inc. | 17 | 17 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q3 2023 | 17 |
Financial Advisory Group | 17 | 17 | 0.10% | 0.37% | 0.46% | Q3 2019 | Q3 2023 | 17 |
Exchange Capital Management, Inc. | 17 | 17 | 0.06% | 0.24% | 0.42% | Q3 2019 | Q3 2023 | 17 |
Cambridge Investment Research Advisors, Inc. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
DAVIS R M INC | 16 | 16 | 0.02% | 0.15% | 0.36% | Q4 2019 | Q3 2023 | 16 |
Segment Wealth Management, LLC | 16 | 16 | 0.04% | 0.11% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Knights of Columbus Asset Advisors LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.13% | 0.46% | Q2 2019 | Q3 2023 | 16 |
First Command Bank | 9 | 7 | 0.02% | 0.64% | 3.09% | Q2 2018 | Q2 2023 | 16 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16 | 16 | 0.09% | 0.11% | 0.15% | Q4 2019 | Q3 2023 | 16 |
AdvisorNet Financial, Inc | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
First Command Financial Services, Inc. | 9 | 7 | 0.02% | 0.32% | 3.09% | Q2 2018 | Q2 2023 | 16 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 16 | 16 | 0.15% | 0.27% | 0.32% | Q4 2019 | Q3 2023 | 16 |
D.A. DAVIDSON & CO. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
COLONY GROUP LLC | 10 | 5 | 0.07% | 0.18% | 0.26% | Q4 2019 | Q3 2023 | 15 |
Gs Investments, Inc. | 15 | 15 | 0.27% | 0.49% | 0.92% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
MML INVESTORS SERVICES, LLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 15 |
EASTERN BANK | 15 | 15 | 1.12% | 1.28% | 1.49% | Q1 2020 | Q3 2023 | 15 |
NOVARE CAPITAL MANAGEMENT LLC | 15 | 15 | 0.04% | 0.44% | 0.72% | Q1 2020 | Q3 2023 | 15 |
Apella Capital, LLC | 12 | 3 | 0.05% | 0.23% | 0.68% | Q1 2020 | Q4 2023 | 15 |
Red Spruce Capital, LLC | 15 | 15 | 0.21% | 3.09% | 4.54% | Q2 2020 | Q4 2023 | 15 |
ENVESTNET ASSET MANAGEMENT INC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
Vigilant Capital Management, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 14 |
Cetera Advisor Networks LLC | 8 | 6 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 14 |
Capital Directions Investment Advisors, LLC | 7 | 1 | 0.07% | 0.12% | 0.19% | Q4 2018 | Q4 2022 | 14 |
Motley Fool Wealth Management, LLC | 14 | 14 | 1.23% | 1.54% | 2.32% | Q2 2020 | Q3 2023 | 14 |
Cypress Wealth Services, LLC | 14 | 14 | 0.12% | 0.16% | 0.25% | Q2 2020 | Q3 2023 | 14 |
Steward Partners Investment Advisory, LLC | 14 | 14 | 0.00% | 0.09% | 0.22% | Q2 2020 | Q3 2023 | 14 |
Citadel Advisors | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 13 |
COMMONWEALTH EQUITY SERVICES, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.01% | 0.04% | 0.14% | Q1 2020 | Q3 2023 | 13 |
Private Advisor Group, LLC | 6 | 2 | 0.00% | 0.03% | 0.12% | Q4 2019 | Q3 2023 | 13 |
YHB Investment Advisors, Inc. | 13 | 13 | 0.03% | 0.14% | 0.33% | Q3 2020 | Q3 2023 | 13 |
CABOT WEALTH MANAGEMENT INC | 13 | 13 | 0.07% | 0.10% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Iowa State Bank | 13 | 13 | 0.07% | 0.20% | 0.55% | Q3 2020 | Q3 2023 | 13 |
TLWM | 12 | 12 | 0.09% | 3.87% | 6.77% | Q4 2020 | Q3 2023 | 12 |
Carnegie Capital Asset Management, LLC | 12 | 12 | 0.02% | 0.26% | 0.41% | Q4 2020 | Q3 2023 | 12 |
Goepper Burkhardt LLC | 12 | 12 | 1.19% | 2.24% | 3.12% | Q4 2020 | Q3 2023 | 12 |
Brookstone Capital Management | 12 | 12 | 0.04% | 0.54% | 0.86% | Q4 2020 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.02% | 0.08% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Sargent Bickham Lagudis LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q4 2022 | 12 |
Ironwood Financial, llc | 12 | 12 | 0.02% | 2.28% | 2.88% | Q4 2020 | Q3 2023 | 12 |
Clean Yield Group | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q1 2023 | 12 |
STEPHENS INC /AR/ | 12 | 12 | 0.01% | 0.05% | 0.17% | Q4 2020 | Q3 2023 | 12 |
RPg Family Wealth Advisory, LLC | 9 | 3 | 0.08% | 0.11% | 0.14% | Q2 2020 | Q2 2023 | 12 |
Gradient Investments LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 12 |
GILL CAPITAL PARTNERS, LLC | 12 | 12 | 3.19% | 4.11% | 4.67% | Q1 2021 | Q4 2023 | 12 |
TCG Advisory Services, LLC | 12 | 12 | 0.83% | 1.10% | 1.79% | Q4 2020 | Q3 2023 | 12 |
Retirement Solution Inc. | 12 | 12 | 0.06% | 0.11% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Bruderman Asset Management, LLC | 9 | 2 | 0.01% | 0.32% | 0.64% | Q1 2019 | Q4 2021 | 11 |
New Potomac Partners, LLC | 11 | 11 | 0.58% | 1.36% | 1.73% | Q1 2021 | Q3 2023 | 11 |
Newport Capital Group, LLC | 9 | 2 | 0.16% | 0.25% | 0.34% | Q4 2020 | Q3 2023 | 11 |
CHATHAM CAPITAL GROUP, INC. | 11 | 11 | 0.46% | 0.94% | 1.25% | Q1 2021 | Q3 2023 | 11 |
FRANKLIN RESOURCES INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
4Thought Financial Group Inc. | 11 | 11 | 0.56% | 0.65% | 0.71% | Q1 2021 | Q3 2023 | 11 |
Beaumont Financial Partners, LLC | 11 | 11 | 0.02% | 0.22% | 0.86% | Q1 2020 | Q3 2022 | 11 |
Cetera Advisors LLC | 10 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 11 |
AMERIPRISE FINANCIAL INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Marietta Wealth Management, LLC | 10 | 10 | 1.04% | 1.70% | 2.44% | Q2 2021 | Q3 2023 | 10 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Souders Financial Advisors | 10 | 10 | 0.46% | 0.60% | 0.76% | Q2 2021 | Q3 2023 | 10 |
HighTower Advisors, LLC | 6 | 4 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 10 |
Western Wealth Management, LLC | 7 | 3 | 0.01% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 10 |
First Fiduciary Investment Counsel, Inc. | 10 | 10 | 0.01% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Rockefeller Capital Management L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Laurel Wealth Advisors LLC | 10 | 10 | 0.09% | 0.36% | 0.49% | Q2 2021 | Q3 2023 | 10 |
Wealth Quarterback LLC | 6 | 2 | 0.03% | 0.12% | 0.22% | Q4 2019 | Q3 2023 | 10 |
Chicago Partners Investment Group LLC | 10 | 10 | 0.02% | 0.07% | 0.09% | Q4 2018 | Q1 2021 | 10 |
Kestra Advisory Services, LLC | 6 | 1 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 10 |
Creative Planning | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
LifePlan Financial Group, Inc | 10 | 10 | 0.05% | 0.05% | 0.06% | Q2 2018 | Q3 2020 | 10 |
Lineweaver Wealth Advisors, LLC | 6 | 1 | 0.06% | 0.10% | 0.18% | Q1 2020 | Q3 2023 | 10 |
Freedom Investment Management, Inc. | 9 | 9 | 0.03% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Mariner, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Flaharty Asset Management, LLC | 9 | 9 | 0.04% | 0.11% | 0.24% | Q3 2021 | Q3 2023 | 9 |
Kingsview Wealth Management, LLC | 6 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Beacon Pointe Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Apollon Wealth Management, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
True Link Financial Advisors, LLC | 5 | 4 | 0.01% | 1.17% | 3.04% | Q4 2020 | Q1 2023 | 9 |
Advisory Services Network, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2023 | 9 |
RVW Wealth, LLC | 9 | 9 | 0.11% | 0.58% | 1.72% | Q4 2021 | Q4 2023 | 9 |
Invesco Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Kaydan Wealth Management, Inc. | 8 | 8 | 0.12% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Legacy Private Trust Co. | 8 | 8 | 0.30% | 0.81% | 1.00% | Q4 2021 | Q3 2023 | 8 |
SFE Investment Counsel | 8 | 8 | 0.07% | 0.42% | 0.83% | Q4 2021 | Q3 2023 | 8 |
Straight Path Wealth Management | 8 | 8 | 0.27% | 1.84% | 3.71% | Q4 2021 | Q3 2023 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.35% | 0.44% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Integrated Wealth Concepts LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
ATWOOD & PALMER INC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 8 |
Addison Advisors LLC | 7 | 1 | 0.20% | 0.84% | 1.17% | Q4 2020 | Q3 2023 | 8 |
AlphaStar Capital Management, LLC | 8 | 8 | 0.04% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Hennion & Walsh Asset Management, Inc. | 8 | 8 | 0.01% | 0.05% | 0.11% | Q4 2021 | Q3 2023 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.00% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
US BANCORP \DE\ | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
KIRR MARBACH & CO LLC /IN/ | 7 | 1 | 0.05% | 1.41% | 2.04% | Q4 2018 | Q3 2023 | 8 |
Valmark Advisers, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Comprehensive Financial Consultants Institutional, Inc. | 8 | 8 | 0.40% | 0.45% | 0.50% | Q4 2021 | Q3 2023 | 8 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5 | 3 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 8 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 8 |
WOODMONT INVESTMENT COUNSEL LLC | 7 | 7 | 0.03% | 0.07% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Virginia National Bank | 7 | 7 | 0.84% | 2.27% | 3.38% | Q1 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 7 |
Horizons Wealth Management | 7 | 7 | 2.45% | 2.70% | 2.84% | Q2 2022 | Q4 2023 | 7 |
Redwood Financial Network Corp | 7 | 7 | 0.97% | 1.34% | 1.56% | Q1 2022 | Q3 2023 | 7 |
WOLVERINE TRADING, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2021 | 7 |
IFP Advisors, Inc | 7 | 7 | 0.00% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 7 |
American Portfolios Advisors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
TCWP LLC | 7 | 7 | 0.04% | 1.29% | 3.97% | Q4 2021 | Q2 2023 | 7 |
MANCHESTER FINANCIAL INC | 4 | 3 | 0.09% | 3.74% | 7.18% | Q1 2021 | Q4 2022 | 7 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 7 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Heritage Trust Co | 7 | 7 | 0.04% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
IHT Wealth Management, LLC | 7 | 7 | 0.05% | 0.09% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Ballew Advisors, Inc | 5 | 2 | 0.02% | 0.40% | 0.88% | Q2 2018 | Q3 2023 | 7 |
WEALTHSOURCE PARTNERS, LLC | 7 | 7 | 0.16% | 0.21% | 0.27% | Q1 2022 | Q3 2023 | 7 |
VALLEY NATIONAL ADVISERS INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 7 |
SHUFRO ROSE & CO LLC | 7 | 7 | 0.03% | 4.22% | 8.22% | Q1 2022 | Q3 2023 | 7 |
Snowden Capital Advisors LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
GHE, LLC | 5 | 2 | 0.15% | 0.19% | 0.24% | Q4 2021 | Q3 2023 | 7 |
Cribstone Capital Management, LLC | 4 | 3 | 0.01% | 0.52% | 1.62% | Q3 2019 | Q4 2022 | 7 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 7 | 7 | 0.01% | 0.10% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2019 | 7 |
Vista Private Wealth Partners. LLC | 6 | 1 | 0.03% | 0.35% | 0.47% | Q3 2019 | Q3 2022 | 7 |
FMR LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 7 |
FCA CORP /TX | 7 | 7 | 0.12% | 0.98% | 2.01% | Q1 2022 | Q3 2023 | 7 |
HC FINANCIAL ADVISORS INC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 7 |
J.W. COLE ADVISORS, INC. | 6 | 1 | 0.02% | 0.07% | 0.34% | Q3 2021 | Q3 2023 | 7 |
Prospera Financial Services Inc | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
SAWGRASS ASSET MANAGEMENT LLC | 7 | 7 | 0.10% | 0.15% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Equitable Holdings, Inc. | 6 | 6 | 0.02% | 0.04% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Kohmann Bosshard Financial Services, LLC | 6 | 6 | 0.09% | 0.18% | 0.28% | Q2 2022 | Q3 2023 | 6 |
Fusion Family Wealth LLC | 4 | 2 | 0.68% | 3.56% | 4.80% | Q1 2022 | Q3 2023 | 6 |
Advisors Capital Management, LLC | 6 | 6 | 0.44% | 0.50% | 0.68% | Q2 2022 | Q3 2023 | 6 |
Secure Asset Management, LLC | 6 | 6 | 0.34% | 0.56% | 0.68% | Q2 2022 | Q3 2023 | 6 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.06% | 0.15% | Q3 2021 | Q2 2023 | 6 |
Community Bank, N.A. | 6 | 6 | 0.00% | 0.02% | 0.06% | Q2 2022 | Q3 2023 | 6 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Aptus Capital Advisors, LLC | 6 | 6 | 1.43% | 2.53% | 4.03% | Q2 2022 | Q3 2023 | 6 |
Financial Network Wealth Management LLC | 6 | 6 | 0.17% | 0.20% | 0.27% | Q4 2020 | Q1 2022 | 6 |
FSM Wealth Advisors, LLC | 6 | 6 | 0.14% | 0.20% | 0.29% | Q2 2022 | Q3 2023 | 6 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 5 | 1 | 1.83% | 2.20% | 2.81% | Q4 2021 | Q3 2023 | 6 |
Certified Advisory Corp | 6 | 6 | 0.10% | 0.35% | 1.49% | Q2 2022 | Q3 2023 | 6 |
BOSTON ADVISORS LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2019 | 6 |
ProVise Management Group, LLC | 6 | 6 | 0.06% | 0.22% | 0.30% | Q2 2022 | Q3 2023 | 6 |
NOTTINGHAM ADVISORS, INC. | 6 | 6 | 0.18% | 0.83% | 2.20% | Q2 2022 | Q3 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.15% | 0.28% | 0.40% | Q4 2021 | Q3 2023 | 6 |
CWM, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Good Life Advisors, LLC | 6 | 6 | 0.73% | 0.81% | 0.87% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Prosperity Planning, Inc. | 6 | 6 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q2 2022 | 6 |
Blue Barn Wealth, LLC | 6 | 6 | 0.38% | 0.61% | 0.78% | Q2 2022 | Q3 2023 | 6 |
DENVER WEALTH MANAGEMENT, INC. | 6 | 6 | 0.76% | 1.08% | 1.40% | Q2 2022 | Q3 2023 | 6 |
AE Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
TRUIST FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SYNOVUS FINANCIAL CORP | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
RAYMOND JAMES TRUST N.A. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
TCG Advisors, LP | 5 | 5 | 0.56% | 1.19% | 1.90% | Q2 2019 | Q2 2020 | 5 |
TimeScale Financial, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2020 | 5 |
BCS Wealth Management | 5 | 5 | 0.12% | 2.21% | 4.22% | Q3 2022 | Q3 2023 | 5 |
Apeiron RIA LLC | 5 | 5 | 0.29% | 0.32% | 0.36% | Q3 2022 | Q3 2023 | 5 |
Legacy CG, LLC | 5 | 5 | 1.71% | 1.84% | 2.00% | Q3 2022 | Q3 2023 | 5 |
BANTA ASSET MANAGEMENT LP | 5 | 5 | 0.16% | 0.71% | 1.21% | Q1 2021 | Q1 2022 | 5 |
Hilltop Holdings Inc. | 3 | 2 | 0.03% | 0.05% | 0.07% | Q1 2020 | Q3 2022 | 5 |
Lido Advisors, LLC | 5 | 5 | 0.05% | 0.16% | 0.29% | Q3 2022 | Q3 2023 | 5 |
HM PAYSON & CO | 5 | 5 | 0.01% | 0.28% | 0.38% | Q3 2022 | Q3 2023 | 5 |
Carmel Capital Partners, LLC | 5 | 5 | 0.26% | 0.66% | 1.01% | Q3 2022 | Q3 2023 | 5 |
Gladstone Institutional Advisory LLC | 5 | 5 | 0.12% | 0.14% | 0.16% | Q3 2022 | Q3 2023 | 5 |
InterOcean Capital Group, LLC | 5 | 5 | 0.23% | 0.38% | 0.50% | Q3 2022 | Q3 2023 | 5 |
Kessler Investment Group, LLC | 5 | 5 | 0.87% | 1.21% | 1.78% | Q3 2022 | Q3 2023 | 5 |
Berkshire Money Management, Inc. | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.20% | 0.23% | 0.26% | Q3 2022 | Q3 2023 | 5 |
TPG Financial Advisors, LLC | 5 | 5 | 1.80% | 2.32% | 2.60% | Q3 2022 | Q3 2023 | 5 |
Oder Investment Management, LLC | 4 | 1 | 0.16% | 0.31% | 0.38% | Q4 2020 | Q3 2023 | 5 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Financial Futures Ltd Liability Co. | 5 | 5 | 0.16% | 1.21% | 1.64% | Q3 2022 | Q3 2023 | 5 |
3D/L Capital Management, LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q1 2023 | 5 |
Capital Investment Advisory Services, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Financial Architects, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
Avior Wealth Management, LLC | 3 | 2 | 0.00% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 5 |
Colonial Trust Advisors | 5 | 5 | 0.22% | 0.25% | 0.28% | Q3 2022 | Q3 2023 | 5 |
Arkadios Wealth Advisors | 3 | 2 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 5 |
MGO ONE SEVEN LLC | 5 | 5 | 0.19% | 0.54% | 1.54% | Q3 2022 | Q3 2023 | 5 |
BEACON FINANCIAL GROUP | 5 | 5 | 0.36% | 0.87% | 2.02% | Q3 2022 | Q3 2023 | 5 |
W.H. Cornerstone Investments Inc. | 5 | 5 | 0.50% | 0.62% | 0.72% | Q3 2022 | Q3 2023 | 5 |
Berger Financial Group, Inc | 5 | 5 | 0.05% | 0.12% | 0.25% | Q3 2022 | Q3 2023 | 5 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 5 | 5 | 0.07% | 0.41% | 0.64% | Q3 2022 | Q3 2023 | 5 |
Sound Stewardship, LLC | 4 | 4 | 1.58% | 3.34% | 4.17% | Q4 2022 | Q3 2023 | 4 |
Wealthstreet Investment Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q1 2021 | 4 |
Atria Investments, Inc | 2 | 2 | 0.03% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 4 |
Raub Brock Capital Management LP | 4 | 4 | 0.56% | 0.61% | 0.64% | Q1 2019 | Q4 2019 | 4 |
CALTON & ASSOCIATES, INC. | 3 | 1 | 0.06% | 0.10% | 0.13% | Q1 2021 | Q1 2022 | 4 |
GPM Growth Investors, Inc. | 4 | 4 | 2.07% | 2.49% | 3.52% | Q4 2022 | Q3 2023 | 4 |
COUNTRY CLUB BANK /GFN | 4 | 4 | 0.10% | 0.24% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Sugarloaf Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Western Financial Corp/CA | 4 | 4 | 0.38% | 0.42% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Harborview Advisors, LLC | 4 | 4 | 0.62% | 0.65% | 0.67% | Q1 2019 | Q4 2019 | 4 |
MONECO Advisors, LLC | 4 | 4 | 0.07% | 0.12% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Masso Torrence Wealth Management Inc. | 4 | 4 | 0.61% | 0.66% | 0.71% | Q4 2022 | Q3 2023 | 4 |
Matthew Goff Investment Advisor, LLC | 4 | 4 | 0.07% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 4 | 4 | 9.82% | 12.59% | 14.20% | Q4 2022 | Q3 2023 | 4 |
Northeast Financial Group, Inc. | 4 | 4 | 0.20% | 0.37% | 0.47% | Q3 2022 | Q2 2023 | 4 |
ETF Store, Inc. | 4 | 4 | 0.22% | 0.22% | 0.23% | Q4 2022 | Q3 2023 | 4 |
S.E.E.D. Planning Group LLC | 4 | 4 | 0.24% | 2.46% | 3.92% | Q4 2022 | Q3 2023 | 4 |
Atlantic Union Bankshares Corp | 4 | 4 | 0.34% | 0.61% | 0.78% | Q4 2022 | Q3 2023 | 4 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 4 | 4 | 0.03% | 0.09% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Strid Group, LLC | 4 | 4 | 0.06% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Genesee Capital Advisors, LLC | 4 | 4 | 0.55% | 0.60% | 0.65% | Q4 2022 | Q3 2023 | 4 |
Cerity Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Larson Financial Group LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
STEEL GROVE CAPITAL ADVISORS, LLC | 4 | 4 | 0.38% | 0.52% | 0.74% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Stonebridge Financial Planning Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Ancora Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Sigma Planning Corp | 4 | 4 | 0.01% | 0.06% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Atria Wealth Solutions, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Capital Analysts, LLC | 4 | 4 | 0.01% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
SIGMA INVESTMENT COUNSELORS INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.05% | 0.06% | 0.07% | Q4 2018 | Q3 2023 | 4 |
Whitegate Investment Counselors, Inc. | 4 | 4 | 0.04% | 0.04% | 0.06% | Q4 2020 | Q3 2021 | 4 |
Sterling Financial Group, Inc. | 4 | 4 | 6.36% | 7.89% | 8.94% | Q4 2022 | Q3 2023 | 4 |
Old Port Advisors | 3 | 1 | 0.63% | 1.10% | 1.41% | Q3 2022 | Q3 2023 | 4 |
THRIVENT FINANCIAL FOR LUTHERANS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 4 |
Waycross Investment Management Co | 4 | 4 | 0.25% | 0.29% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Harfst & Associates, Inc. | 4 | 4 | 1.04% | 1.34% | 1.73% | Q2 2020 | Q1 2021 | 4 |
Robertson Stephens Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Koss-Olinger Consulting, LLC | 4 | 4 | 0.03% | 0.05% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Astoria Portfolio Advisors LLC. | 4 | 4 | 0.09% | 0.35% | 0.54% | Q4 2022 | Q3 2023 | 4 |
G2 CAPITAL MANAGEMENT, LLC / OH | 4 | 4 | 0.61% | 0.71% | 0.76% | Q4 2022 | Q3 2023 | 4 |
Mirador Capital Partners LP | 3 | 1 | 0.06% | 0.76% | 1.14% | Q2 2018 | Q1 2021 | 4 |
Trilogy Capital Inc. | 4 | 4 | 0.37% | 0.38% | 0.39% | Q4 2022 | Q3 2023 | 4 |
REBALANCE, LLC | 4 | 4 | 0.25% | 0.30% | 0.32% | Q4 2022 | Q3 2023 | 4 |
SENTINEL PENSION ADVISORS INC | 4 | 4 | 2.66% | 2.83% | 2.99% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.17% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Ashfield Capital Partners, LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2022 | 4 |
Savant Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
WHITENER CAPITAL MANAGEMENT, INC. | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2019 | Q3 2019 | 3 |
Altus Wealth Group LLC | 3 | 3 | 2.13% | 2.19% | 2.30% | Q1 2023 | Q3 2023 | 3 |
Wealthcare Advisory Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 3 |
JPMORGAN CHASE & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
EP Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
LINCOLN NATIONAL CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Baldrige Asset Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
CreativeOne Wealth, LLC | 2 | 1 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q2 2023 | 3 |
Orion Capital Management LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 3 |
Levy Wealth Management Group, LLC | 3 | 3 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
VANGUARD GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CX Institutional | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Keel Point, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
River Street Advisors LLC | 3 | 3 | 1.31% | 1.34% | 1.39% | Q1 2023 | Q3 2023 | 3 |
FC Advisory LLC | 3 | 3 | 0.09% | 0.16% | 0.21% | Q2 2023 | Q4 2023 | 3 |
Barnett & Company, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2020 | 3 |
ASSETMARK, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
WEBSTER BANK, N. A. | 3 | 3 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
COMERICA BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 3 |
Personal Wealth Partners | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2021 | 3 |
ORG Partners LLC | 3 | 3 | 0.05% | 0.07% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Main Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Lokken Investment Group LLC | 3 | 3 | 0.17% | 1.73% | 2.56% | Q1 2023 | Q3 2023 | 3 |
Roundview Capital LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 5.28% | 6.20% | 6.66% | Q1 2023 | Q3 2023 | 3 |
BENEDICT FINANCIAL ADVISORS INC | 3 | 3 | 0.07% | 0.59% | 1.61% | Q1 2022 | Q3 2022 | 3 |
OLD SECOND NATIONAL BANK OF AURORA | 3 | 3 | 1.36% | 1.39% | 1.41% | Q1 2023 | Q3 2023 | 3 |
WESTERN FINANCIAL Corp | 3 | 3 | 0.27% | 0.31% | 0.35% | Q1 2022 | Q3 2022 | 3 |
Curbstone Financial Management Corp | 3 | 3 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q1 2022 | 3 |
Beaird Harris Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
JMG Financial Group, Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.20% | 0.21% | 0.22% | Q4 2022 | Q1 2023 | 2 |
CGN Advisors LLC | 1 | 1 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q4 2023 | 2 |
Tradewinds Capital Management, LLC | 2 | 2 | 0.01% | 0.29% | 0.57% | Q2 2023 | Q3 2023 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
Newbridge Financial Services Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SNS Financial Group, LLC | 1 | 1 | 0.03% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Solitude Financial Services | 2 | 2 | 0.31% | 0.33% | 0.35% | Q2 2023 | Q3 2023 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 2 |
Lehman & Derafelo Financial Resources LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2018 | Q1 2019 | 2 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Estate Counselors, LLC | 2 | 2 | 0.25% | 0.26% | 0.26% | Q1 2020 | Q2 2020 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
LEO BROKERAGE, LLC | 2 | 2 | 0.12% | 0.14% | 0.16% | Q1 2023 | Q2 2023 | 2 |
MFA WEALTH ADVISORS, LLC | 2 | 2 | 3.26% | 6.29% | 9.32% | Q2 2023 | Q3 2023 | 2 |
Avidian Wealth Solutions, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Tatro Capital, LLC | 2 | 2 | 0.24% | 0.26% | 0.27% | Q2 2021 | Q3 2021 | 2 |
WESPAC Advisors, LLC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q2 2023 | Q3 2023 | 2 |
PECAUT & CO. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q1 2023 | 2 |
BDO Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Cape Investment Advisory, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Baird Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
VALICENTI ADVISORY SERVICES INC | 2 | 2 | 0.50% | 0.56% | 0.61% | Q2 2022 | Q3 2022 | 2 |
BlackRock Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
HUNTINGTON NATIONAL BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CIBC WORLD MARKET INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
LINCOLN CAPITAL CORP | 1 | 1 | 0.58% | 0.66% | 0.73% | Q4 2019 | Q2 2020 | 2 |
Insight Wealth Partners, LLC | 2 | 2 | 0.14% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
ROCKLAND TRUST CO | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Davis Capital Management | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q2 2020 | 2 |
Prentice Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 2 |
BROWN ADVISORY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
IMA Wealth, Inc. | 2 | 2 | 1.68% | 1.70% | 1.72% | Q2 2023 | Q3 2023 | 2 |
American Institute for Advanced Investment Management, LLP | 2 | 2 | 0.17% | 0.21% | 0.26% | Q2 2023 | Q3 2023 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SageView Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Latitude Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 5.81% | 5.81% | 5.81% | Q3 2023 | Q3 2023 | 1 |
CAPITAL ADVISORS INC/OK | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2022 | Q3 2022 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Divergent Wealth Advisors | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Strategic Financial Concepts, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Lansing Street Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Evolution Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Hills Bank & Trust Co | 1 | 1 | 2.33% | 2.33% | 2.33% | Q3 2023 | Q3 2023 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Level Financial Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Heartwood Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
REFRAME WEALTH, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
SouthState Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Arlington Capital Management, Inc. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2023 | Q3 2023 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CNB Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
S.C. Financial Services, Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | 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.