Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Anchor Investment Management, LLC | 26 | 26 | 0.03% | 0.73% | 1.95% | Q3 2017 | Q4 2023 | 26 |
Carnegie Capital Asset Management, LLC | 22 | 22 | 0.01% | 0.31% | 0.63% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
1834 INVESTMENT ADVISORS CO | 22 | 22 | 0.14% | 0.76% | 1.93% | Q2 2018 | Q3 2023 | 22 |
Asset Dedication, LLC | 22 | 22 | 0.62% | 1.62% | 3.43% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.06% | 0.17% | 0.26% | Q2 2018 | Q3 2023 | 22 |
Sound Income Strategies, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Janney Montgomery Scott LLC | 22 | 22 | 0.06% | 0.08% | 0.10% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Ameritas Investment Partners, Inc. | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Baird Financial Group, Inc. | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
STIFEL FINANCIAL CORP | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Ironwood Financial, llc | 21 | 21 | 0.18% | 1.71% | 3.14% | Q3 2018 | Q3 2023 | 21 |
Private Advisor Group, LLC | 19 | 2 | 0.00% | 0.03% | 0.14% | Q2 2018 | Q3 2023 | 21 |
Mirador Capital Partners LP | 18 | 3 | 0.09% | 0.72% | 1.48% | Q2 2018 | Q3 2023 | 21 |
Vigilant Capital Management, LLC | 21 | 21 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q2 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Independence Bank of Kentucky | 21 | 21 | 0.02% | 0.04% | 0.10% | Q3 2018 | Q3 2023 | 21 |
JANE STREET GROUP, LLC | 19 | 2 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 21 |
LPL Financial LLC | 21 | 21 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 21 |
Global Retirement Partners, LLC | 14 | 7 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 21 |
Oliver Luxxe Assets LLC | 21 | 21 | 0.49% | 0.73% | 1.17% | Q3 2018 | Q3 2023 | 21 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.42% | 0.54% | 0.62% | Q4 2018 | Q3 2023 | 20 |
Raymond James Financial Services Advisors, Inc. | 20 | 20 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
COOKSON PEIRCE & CO INC | 20 | 20 | 0.25% | 0.45% | 0.58% | Q4 2018 | Q3 2023 | 20 |
Smithfield Trust Co | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Ellevest, Inc. | 20 | 20 | 0.00% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.08% | 0.13% | Q4 2018 | Q3 2023 | 20 |
Sutton Wealth Advisors Inc. | 19 | 19 | 0.03% | 0.06% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Chesley Taft & Associates LLC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Tradewinds Capital Management, LLC | 19 | 19 | 0.00% | 0.24% | 2.91% | Q1 2019 | Q3 2023 | 19 |
COMMONWEALTH EQUITY SERVICES, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19 | 19 | 0.10% | 0.14% | 0.23% | Q1 2019 | Q3 2023 | 19 |
Cetera Advisor Networks LLC | 11 | 8 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2023 | 19 |
Financial Advisory Group | 19 | 19 | 0.06% | 0.42% | 0.57% | Q1 2019 | Q3 2023 | 19 |
EASTERN BANK | 19 | 19 | 1.03% | 1.15% | 1.37% | Q1 2019 | Q3 2023 | 19 |
Cambridge Investment Research Advisors, Inc. | 19 | 19 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 19 |
Capital Investment Advisors, LLC | 18 | 18 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q4 2023 | 18 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 17 | 1 | 0.00% | 0.42% | 1.21% | Q3 2018 | Q3 2023 | 18 |
HOWE & RUSLING INC | 18 | 18 | 0.00% | 0.17% | 0.41% | Q2 2018 | Q3 2022 | 18 |
Cribstone Capital Management, LLC | 9 | 9 | 0.01% | 0.52% | 2.35% | Q2 2018 | Q4 2022 | 18 |
Exchange Capital Management, Inc. | 18 | 18 | 0.06% | 0.44% | 0.75% | Q2 2019 | Q3 2023 | 18 |
Stonebridge Capital Advisors LLC | 18 | 18 | 0.03% | 0.68% | 1.24% | Q2 2019 | Q3 2023 | 18 |
Geneos Wealth Management Inc. | 18 | 18 | 0.00% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 18 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 17 | 17 | 0.13% | 0.25% | 0.31% | Q3 2019 | Q3 2023 | 17 |
First Command Financial Services, Inc. | 10 | 7 | 0.01% | 1.06% | 4.10% | Q2 2018 | Q2 2023 | 17 |
Segment Wealth Management, LLC | 17 | 17 | 0.06% | 0.12% | 0.15% | Q3 2019 | Q3 2023 | 17 |
CAPTRUST FINANCIAL ADVISORS | 15 | 1 | 0.00% | 0.00% | 0.04% | Q4 2018 | Q3 2023 | 17 |
AMERIPRISE FINANCIAL INC | 17 | 17 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 17 |
NOVARE CAPITAL MANAGEMENT LLC | 17 | 17 | 0.08% | 0.91% | 2.03% | Q3 2019 | Q3 2023 | 17 |
Red Spruce Capital, LLC | 17 | 17 | 0.35% | 2.66% | 4.41% | Q4 2019 | Q4 2023 | 17 |
AdvisorNet Financial, Inc | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 17 |
First Command Bank | 10 | 7 | 0.01% | 1.48% | 4.11% | Q2 2018 | Q2 2023 | 17 |
Camelot Portfolios, LLC | 17 | 17 | 1.15% | 1.81% | 2.39% | Q3 2019 | Q3 2023 | 17 |
AlphaStar Capital Management, LLC | 16 | 16 | 0.05% | 0.10% | 0.15% | Q4 2019 | Q3 2023 | 16 |
TLWM | 16 | 16 | 0.25% | 2.25% | 4.04% | Q4 2019 | Q3 2023 | 16 |
COLONY GROUP LLC | 11 | 5 | 0.08% | 0.19% | 0.28% | Q3 2019 | Q3 2023 | 16 |
Lineweaver Wealth Advisors, LLC | 16 | 16 | 0.06% | 0.11% | 0.20% | Q4 2019 | Q3 2023 | 16 |
ENVESTNET ASSET MANAGEMENT INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Kessler Investment Group, LLC | 16 | 16 | 0.01% | 0.18% | 0.51% | Q4 2019 | Q3 2023 | 16 |
Sargent Bickham Lagudis LLC | 16 | 16 | 0.02% | 0.04% | 0.07% | Q1 2019 | Q4 2022 | 16 |
RVW Wealth, LLC | 16 | 16 | 0.12% | 0.31% | 1.63% | Q1 2020 | Q4 2023 | 16 |
DAVIS R M INC | 16 | 16 | 0.03% | 0.24% | 0.45% | Q4 2019 | Q3 2023 | 16 |
MML INVESTORS SERVICES, LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
FCA CORP /TX | 16 | 16 | 1.37% | 1.79% | 2.42% | Q4 2019 | Q3 2023 | 16 |
Gs Investments, Inc. | 15 | 1 | 0.02% | 0.68% | 1.59% | Q3 2019 | Q3 2023 | 16 |
Apella Capital, LLC | 12 | 3 | 0.05% | 0.23% | 0.70% | Q1 2020 | Q4 2023 | 15 |
Gradient Investments LLC | 14 | 1 | 0.00% | 0.12% | 0.47% | Q2 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
RPg Family Wealth Advisory, LLC | 10 | 1 | 0.03% | 0.14% | 0.26% | Q3 2019 | Q3 2023 | 15 |
STEPHENS INC /AR/ | 15 | 15 | 0.01% | 0.06% | 0.19% | Q1 2020 | Q3 2023 | 15 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 15 | 15 | 0.02% | 0.09% | 0.20% | Q1 2020 | Q3 2023 | 15 |
New Potomac Partners, LLC | 14 | 14 | 0.02% | 1.12% | 1.67% | Q2 2020 | Q3 2023 | 14 |
ATWOOD & PALMER INC | 14 | 14 | 0.00% | 0.16% | 0.30% | Q2 2020 | Q3 2023 | 14 |
Iowa State Bank | 14 | 14 | 0.06% | 0.19% | 0.48% | Q2 2020 | Q3 2023 | 14 |
Souders Financial Advisors | 14 | 14 | 0.44% | 0.58% | 0.71% | Q2 2020 | Q3 2023 | 14 |
VALLEY NATIONAL ADVISERS INC | 14 | 14 | 0.01% | 0.27% | 2.18% | Q2 2020 | Q3 2023 | 14 |
Curbstone Financial Management Corp | 14 | 14 | 0.10% | 0.22% | 0.29% | Q3 2020 | Q4 2023 | 14 |
Laffer Tengler Investments, Inc. | 14 | 14 | 0.00% | 0.04% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Strategic Family Wealth Counselors, L.L.C. | 14 | 14 | 0.08% | 0.26% | 0.46% | Q2 2020 | Q3 2023 | 14 |
First Fiduciary Investment Counsel, Inc. | 14 | 14 | 0.02% | 0.14% | 0.20% | Q2 2020 | Q3 2023 | 14 |
Advisory Services Network, LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2023 | 14 |
Motley Fool Wealth Management, LLC | 14 | 14 | 1.13% | 1.77% | 2.34% | Q2 2020 | Q3 2023 | 14 |
Cetera Advisors LLC | 13 | 1 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 14 |
Steward Partners Investment Advisory, LLC | 14 | 14 | 0.02% | 0.12% | 0.31% | Q2 2020 | Q3 2023 | 14 |
Cypress Wealth Services, LLC | 14 | 14 | 0.12% | 0.17% | 0.25% | Q2 2020 | Q3 2023 | 14 |
Citadel Advisors | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2022 | 14 |
Key FInancial Inc | 12 | 1 | 0.04% | 0.07% | 0.17% | Q1 2020 | Q3 2023 | 13 |
OPTIMUM INVESTMENT ADVISORS | 13 | 13 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q4 2023 | 13 |
Brookstone Capital Management | 13 | 13 | 0.02% | 0.88% | 2.22% | Q3 2020 | Q3 2023 | 13 |
Atlantic Union Bankshares Corp | 13 | 13 | 0.03% | 0.22% | 0.82% | Q3 2020 | Q3 2023 | 13 |
NewEdge Advisors, LLC | 13 | 13 | 0.00% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 13 |
SFE Investment Counsel | 13 | 13 | 0.14% | 0.56% | 0.85% | Q3 2020 | Q3 2023 | 13 |
Stratos Wealth Partners, LTD. | 10 | 3 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 13 |
Marietta Wealth Management, LLC | 13 | 13 | 1.04% | 1.96% | 2.85% | Q3 2020 | Q3 2023 | 13 |
THRIVENT FINANCIAL FOR LUTHERANS | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 13 |
CABOT WEALTH MANAGEMENT INC | 13 | 13 | 0.06% | 0.12% | 0.16% | Q2 2020 | Q2 2023 | 13 |
Hilltop Holdings Inc. | 13 | 13 | 0.03% | 0.07% | 0.13% | Q4 2019 | Q4 2022 | 13 |
YHB Investment Advisors, Inc. | 13 | 13 | 0.04% | 0.46% | 1.17% | Q3 2020 | Q3 2023 | 13 |
Financial Architects, Inc | 9 | 4 | 0.00% | 0.02% | 0.11% | Q2 2018 | Q2 2023 | 13 |
American Portfolios Advisors | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2021 | 13 |
Valeo Financial Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 12 |
Solitude Financial Services | 12 | 12 | 0.22% | 0.74% | 2.11% | Q4 2020 | Q3 2023 | 12 |
Kingsview Wealth Management, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 12 |
FAS Wealth Partners, Inc. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
HighTower Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.06% | 0.19% | 0.54% | Q4 2020 | Q3 2023 | 12 |
TCG Advisory Services, LLC | 12 | 12 | 0.85% | 1.22% | 2.37% | Q4 2020 | Q3 2023 | 12 |
WEBSTER BANK, N. A. | 12 | 12 | 0.01% | 0.13% | 0.49% | Q4 2020 | Q3 2023 | 12 |
Kestra Advisory Services, LLC | 6 | 6 | 0.00% | 0.08% | 0.23% | Q3 2020 | Q3 2023 | 12 |
GILL CAPITAL PARTNERS, LLC | 12 | 12 | 0.76% | 1.22% | 2.16% | Q1 2021 | Q4 2023 | 12 |
Sigma Planning Corp | 12 | 12 | 0.08% | 0.12% | 0.17% | Q4 2020 | Q3 2023 | 12 |
3D/L Capital Management, LLC | 12 | 12 | 0.00% | 0.48% | 0.60% | Q4 2020 | Q3 2023 | 12 |
CMH Wealth Management LLC | 11 | 1 | 0.63% | 0.80% | 1.12% | Q2 2018 | Q3 2021 | 12 |
Insight Wealth Partners, LLC | 12 | 12 | 0.06% | 0.16% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Bray Capital Advisors | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Goepper Burkhardt LLC | 12 | 12 | 2.82% | 3.34% | 4.00% | Q4 2020 | Q3 2023 | 12 |
Retirement Solution Inc. | 12 | 12 | 0.08% | 0.19% | 0.28% | Q4 2020 | Q3 2023 | 12 |
HM PAYSON & CO | 12 | 12 | 0.03% | 0.69% | 0.93% | Q4 2020 | Q3 2023 | 12 |
D.A. DAVIDSON & CO. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 12 |
FIRST NATIONAL CORP /MA/ /ADV | 10 | 2 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q1 2023 | 12 |
RAYMOND JAMES TRUST N.A. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2022 | 11 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 11 |
True Link Financial Advisors, LLC | 6 | 5 | 0.01% | 1.38% | 3.06% | Q4 2020 | Q3 2023 | 11 |
Freedom Investment Management, Inc. | 11 | 11 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
S.E.E.D. Planning Group LLC | 11 | 11 | 2.82% | 4.34% | 5.99% | Q1 2021 | Q3 2023 | 11 |
Harfst & Associates, Inc. | 11 | 11 | 0.15% | 0.61% | 1.53% | Q2 2020 | Q4 2022 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
BENEDICT FINANCIAL ADVISORS INC | 11 | 11 | 0.07% | 0.19% | 0.80% | Q1 2021 | Q3 2023 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 11 |
Prospera Financial Services Inc | 11 | 11 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Bruderman Asset Management, LLC | 9 | 2 | 0.01% | 0.35% | 0.68% | Q1 2019 | Q4 2021 | 11 |
4Thought Financial Group Inc. | 11 | 11 | 0.57% | 0.65% | 0.71% | Q1 2021 | Q3 2023 | 11 |
Snowden Capital Advisors LLC | 8 | 3 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.99% | 1.62% | 2.00% | Q4 2020 | Q3 2023 | 11 |
Beaumont Financial Partners, LLC | 11 | 11 | 0.02% | 0.32% | 0.92% | Q1 2020 | Q3 2022 | 11 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Lido Advisors, LLC | 9 | 1 | 0.01% | 1.21% | 5.64% | Q4 2020 | Q3 2023 | 10 |
Gladstone Institutional Advisory LLC | 10 | 10 | 0.03% | 0.07% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Newport Capital Group, LLC | 9 | 1 | 0.19% | 0.27% | 0.40% | Q4 2020 | Q2 2023 | 10 |
Chicago Partners Investment Group LLC | 10 | 10 | 0.02% | 0.07% | 0.09% | Q4 2018 | Q1 2021 | 10 |
AE Wealth Management LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 10 |
LifePlan Financial Group, Inc | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q3 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Creative Planning | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
3D ASSET MANAGEMENT, INC | 10 | 10 | 0.17% | 0.24% | 0.34% | Q2 2018 | Q3 2020 | 10 |
HHM Wealth Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
RETIREMENT INCOME SOLUTIONS, INC | 10 | 10 | 0.10% | 0.22% | 0.37% | Q3 2020 | Q4 2022 | 10 |
FMR LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 10 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 5 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 10 |
Integrated Wealth Concepts LLC | 10 | 10 | 0.01% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Vista Private Wealth Partners. LLC | 9 | 9 | 0.23% | 0.38% | 0.75% | Q3 2020 | Q3 2022 | 9 |
Hennion & Walsh Asset Management, Inc. | 8 | 1 | 0.03% | 0.07% | 0.10% | Q1 2021 | Q3 2023 | 9 |
Flaharty Asset Management, LLC | 9 | 9 | 0.05% | 0.17% | 0.19% | Q3 2021 | Q3 2023 | 9 |
Valmark Advisers, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
DAVENPORT & Co LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
Mariner, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
GREATMARK INVESTMENT PARTNERS, INC. | 9 | 9 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Wealth Quarterback LLC | 5 | 2 | 0.03% | 0.12% | 0.23% | Q4 2019 | Q2 2023 | 9 |
Apollon Wealth Management, LLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
HUNTINGTON NATIONAL BANK | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Beacon Pointe Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
KIRR MARBACH & CO LLC /IN/ | 7 | 1 | 0.06% | 2.18% | 3.28% | Q4 2018 | Q3 2023 | 8 |
Straight Path Wealth Management | 8 | 8 | 0.55% | 2.16% | 3.98% | Q4 2021 | Q3 2023 | 8 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 8 | 8 | 2.24% | 3.01% | 3.95% | Q4 2021 | Q3 2023 | 8 |
Aspen Investment Management Inc | 8 | 8 | 0.51% | 1.10% | 1.61% | Q4 2021 | Q3 2023 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 8 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 8 |
Trilogy Capital Inc. | 8 | 8 | 0.34% | 0.38% | 0.43% | Q4 2021 | Q3 2023 | 8 |
Kaydan Wealth Management, Inc. | 8 | 8 | 0.12% | 0.14% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Blue Barn Wealth, LLC | 8 | 8 | 0.28% | 0.84% | 1.19% | Q4 2021 | Q3 2023 | 8 |
ETF Store, Inc. | 8 | 8 | 0.30% | 1.18% | 2.32% | Q4 2021 | Q3 2023 | 8 |
Comprehensive Financial Consultants Institutional, Inc. | 8 | 8 | 0.43% | 0.48% | 0.53% | Q4 2021 | Q3 2023 | 8 |
Fusion Family Wealth LLC | 8 | 8 | 0.03% | 0.05% | 0.09% | Q2 2018 | Q1 2020 | 8 |
Invesco Ltd. | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Oder Investment Management, LLC | 7 | 1 | 0.75% | 1.30% | 1.74% | Q4 2020 | Q3 2023 | 8 |
COZAD ASSET MANAGEMENT INC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.60% | 0.73% | 0.83% | Q4 2021 | Q3 2023 | 8 |
J.W. COLE ADVISORS, INC. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
ProVise Management Group, LLC | 8 | 8 | 0.27% | 0.35% | 0.39% | Q4 2021 | Q3 2023 | 8 |
RFG Advisory, LLC | 8 | 8 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q1 2023 | 8 |
Cypress Capital Group | 8 | 8 | 0.03% | 0.08% | 0.12% | Q4 2020 | Q3 2022 | 8 |
Heritage Trust Co | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Klingman & Associates, LLC | 7 | 7 | 0.12% | 0.34% | 0.63% | Q4 2018 | Q2 2020 | 7 |
WOODMONT INVESTMENT COUNSEL LLC | 7 | 7 | 0.06% | 0.09% | 0.19% | Q1 2022 | Q3 2023 | 7 |
Virginia National Bank | 7 | 7 | 2.31% | 4.16% | 5.64% | Q1 2022 | Q3 2023 | 7 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 7 | 7 | 0.29% | 1.07% | 1.58% | Q1 2022 | Q3 2023 | 7 |
IFP Advisors, Inc | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
MCF Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 7 | 0.01% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Avior Wealth Management, LLC | 5 | 2 | 0.00% | 0.41% | 1.06% | Q3 2020 | Q3 2023 | 7 |
Meridian Financial Partners LLC | 6 | 1 | 0.14% | 0.23% | 0.34% | Q3 2021 | Q3 2023 | 7 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.03% | 0.29% | 0.50% | Q2 2018 | Q4 2019 | 7 |
SYNOVUS FINANCIAL CORP | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Rede Wealth, LLC | 7 | 7 | 0.11% | 0.14% | 0.17% | Q4 2020 | Q2 2022 | 7 |
SAWGRASS ASSET MANAGEMENT LLC | 7 | 7 | 0.19% | 0.23% | 0.26% | Q1 2022 | Q3 2023 | 7 |
Heron Bay Capital Management | 5 | 2 | 0.11% | 0.15% | 0.25% | Q2 2021 | Q1 2023 | 7 |
Legacy Private Trust Co. | 7 | 7 | 0.06% | 0.52% | 0.93% | Q1 2022 | Q3 2023 | 7 |
HC FINANCIAL ADVISORS INC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 7 |
CreativeOne Wealth, LLC | 7 | 7 | 0.06% | 0.10% | 0.12% | Q4 2021 | Q2 2023 | 7 |
Leisure Capital Management | 7 | 7 | 0.29% | 0.34% | 0.40% | Q1 2022 | Q3 2023 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Barnett & Company, Inc. | 5 | 2 | 0.02% | 0.05% | 0.14% | Q1 2020 | Q4 2021 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Coastwise Capital Group, LLC | 7 | 7 | 0.26% | 0.30% | 0.35% | Q1 2022 | Q3 2023 | 7 |
WEALTHSOURCE PARTNERS, LLC | 7 | 7 | 0.21% | 0.25% | 0.29% | Q1 2022 | Q3 2023 | 7 |
Redwood Financial Network Corp | 7 | 7 | 1.38% | 1.82% | 2.16% | Q1 2022 | Q3 2023 | 7 |
Horizons Wealth Management | 7 | 7 | 2.56% | 2.76% | 2.90% | Q2 2022 | Q4 2023 | 7 |
CWM, LLC | 6 | 6 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Private Vista, LLC | 6 | 6 | 5.03% | 7.93% | 12.06% | Q1 2019 | Q2 2020 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
BANTA ASSET MANAGEMENT LP | 6 | 6 | 0.14% | 0.64% | 1.25% | Q4 2020 | Q1 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
SNS Financial Group, LLC | 6 | 6 | 0.03% | 1.25% | 3.65% | Q2 2022 | Q3 2023 | 6 |
FIFTH THIRD BANCORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Resonant Capital Advisors, LLC | 6 | 6 | 0.09% | 0.13% | 0.17% | Q2 2022 | Q3 2023 | 6 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Certified Advisory Corp | 6 | 6 | 0.93% | 1.19% | 1.49% | Q2 2022 | Q3 2023 | 6 |
TCG Advisors, LP | 6 | 6 | 0.12% | 1.35% | 2.54% | Q1 2019 | Q2 2020 | 6 |
CX Institutional | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
SHUFRO ROSE & CO LLC | 6 | 6 | 0.76% | 0.88% | 0.96% | Q2 2022 | Q3 2023 | 6 |
Patriot Financial Group Insurance Agency, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Equitable Holdings, Inc. | 6 | 6 | 0.02% | 0.04% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Secure Asset Management, LLC | 6 | 6 | 0.34% | 0.56% | 0.68% | Q2 2022 | Q3 2023 | 6 |
Financial Network Wealth Management LLC | 6 | 6 | 0.16% | 0.20% | 0.27% | Q4 2020 | Q1 2022 | 6 |
TRUIST FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Keel Point, LLC | 6 | 6 | 0.04% | 0.08% | 0.13% | Q2 2022 | Q3 2023 | 6 |
Aptus Capital Advisors, LLC | 6 | 6 | 1.27% | 2.48% | 4.04% | Q2 2022 | Q3 2023 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Revolve Wealth Partners, LLC | 3 | 3 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 6 |
Prosperity Planning, Inc. | 6 | 6 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q2 2022 | 6 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 6 | 6 | 0.06% | 0.46% | 0.71% | Q2 2022 | Q3 2023 | 6 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 6 | 6 | 0.06% | 0.11% | 0.15% | Q2 2022 | Q3 2023 | 6 |
DENVER WEALTH MANAGEMENT, INC. | 6 | 6 | 0.82% | 1.66% | 2.31% | Q2 2022 | Q3 2023 | 6 |
Paradiem, LLC | 3 | 3 | 0.07% | 0.61% | 0.83% | Q3 2021 | Q3 2023 | 6 |
First Horizon Advisors, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Kohmann Bosshard Financial Services, LLC | 6 | 6 | 0.17% | 0.24% | 0.30% | Q2 2022 | Q3 2023 | 6 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 6 |
Whitegate Investment Counselors, Inc. | 6 | 6 | 0.09% | 0.13% | 0.21% | Q2 2020 | Q3 2021 | 6 |
Rosenberg Matthew Hamilton | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.18% | 0.32% | 0.44% | Q4 2021 | Q3 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Good Life Advisors, LLC | 6 | 6 | 0.73% | 0.82% | 0.88% | Q2 2022 | Q3 2023 | 6 |
Sullivan, Bruyette, Speros & Blaney, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
OPPENHEIMER ASSET MANAGEMENT INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Cornerstone Wealth Management, LLC | 3 | 2 | 0.07% | 0.59% | 0.95% | Q2 2022 | Q3 2023 | 5 |
Ancora Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Capital Investment Advisory Services, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
WHITENER CAPITAL MANAGEMENT, INC. | 3 | 2 | 0.07% | 0.08% | 0.10% | Q1 2019 | Q2 2023 | 5 |
CALTON & ASSOCIATES, INC. | 4 | 1 | 0.06% | 0.11% | 0.14% | Q1 2021 | Q2 2022 | 5 |
Koss-Olinger Consulting, LLC | 5 | 5 | 0.06% | 0.07% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Avidian Wealth Solutions, LLC | 3 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 5 |
JPMORGAN CHASE & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 5 |
OLD SECOND NATIONAL BANK OF AURORA | 5 | 5 | 0.76% | 1.00% | 1.10% | Q3 2022 | Q3 2023 | 5 |
TPG Financial Advisors, LLC | 5 | 5 | 1.90% | 2.39% | 2.66% | Q3 2022 | Q3 2023 | 5 |
Hudson Capital Management LLC | 5 | 5 | 4.26% | 4.94% | 6.28% | Q3 2022 | Q3 2023 | 5 |
PARK AVENUE SECURITIES LLC | 5 | 5 | 0.02% | 0.04% | 0.08% | Q1 2020 | Q1 2021 | 5 |
Colonial Trust Advisors | 5 | 5 | 0.23% | 0.26% | 0.29% | Q3 2022 | Q3 2023 | 5 |
BCS Wealth Management | 5 | 5 | 0.36% | 3.09% | 5.79% | Q3 2022 | Q3 2023 | 5 |
MGO ONE SEVEN LLC | 5 | 5 | 0.31% | 0.42% | 0.49% | Q3 2022 | Q3 2023 | 5 |
BEACON FINANCIAL GROUP | 5 | 5 | 0.61% | 1.72% | 2.21% | Q3 2022 | Q3 2023 | 5 |
Migdal Insurance & Financial Holdings Ltd. | 5 | 5 | 0.00% | 0.03% | 0.07% | Q3 2022 | Q3 2023 | 5 |
TRANSCEND CAPITAL ADVISORS, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.03% | 0.37% | 1.65% | Q4 2020 | Q4 2021 | 5 |
Campbell Wealth Management | 5 | 5 | 2.40% | 2.70% | 3.61% | Q3 2022 | Q3 2023 | 5 |
Apeiron RIA LLC | 5 | 5 | 0.28% | 0.31% | 0.37% | Q3 2022 | Q3 2023 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.21% | 0.24% | 0.27% | Q3 2022 | Q3 2023 | 5 |
Ballew Advisors, Inc | 3 | 2 | 0.03% | 0.44% | 0.89% | Q2 2018 | Q3 2023 | 5 |
Western Wealth Management, LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
TruWealth Advisors, LLC | 5 | 5 | 0.78% | 1.01% | 1.36% | Q3 2022 | Q3 2023 | 5 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Arkadios Wealth Advisors | 3 | 2 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 5 |
Berger Financial Group, Inc | 5 | 5 | 0.06% | 0.15% | 0.31% | Q3 2022 | Q3 2023 | 5 |
Estate Counselors, LLC | 5 | 5 | 0.01% | 0.06% | 0.10% | Q4 2020 | Q4 2021 | 5 |
TCWP LLC | 4 | 1 | 0.05% | 0.47% | 2.04% | Q4 2021 | Q2 2023 | 5 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 5 |
Legacy Financial Group LLC | 4 | 1 | 0.01% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 5 |
W.H. Cornerstone Investments Inc. | 5 | 5 | 0.56% | 0.70% | 0.78% | Q3 2022 | Q3 2023 | 5 |
NOTTINGHAM ADVISORS, INC. | 5 | 5 | 0.18% | 0.22% | 0.28% | Q3 2022 | Q3 2023 | 5 |
CGN Advisors LLC | 4 | 1 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q4 2023 | 5 |
Legacy CG, LLC | 5 | 5 | 1.71% | 1.84% | 1.99% | Q3 2022 | Q3 2023 | 5 |
WESPAC Advisors, LLC | 4 | 4 | 0.48% | 0.50% | 0.51% | Q4 2022 | Q3 2023 | 4 |
US BANCORP \DE\ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Strid Group, LLC | 4 | 4 | 0.25% | 0.26% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Larson Financial Group LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Ameritas Advisory Services, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Stonebridge Financial Planning Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 4 |
REBALANCE, LLC | 4 | 4 | 0.46% | 0.48% | 0.50% | Q4 2022 | Q3 2023 | 4 |
River Street Advisors LLC | 4 | 4 | 1.32% | 1.37% | 1.47% | Q4 2022 | Q3 2023 | 4 |
Mascoma Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bank of New York Mellon Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 4 |
O'ROURKE & COMPANY, Inc | 4 | 4 | 0.18% | 0.20% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Bridgeworth, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
FC Advisory LLC | 4 | 4 | 0.10% | 0.18% | 0.24% | Q1 2023 | Q4 2023 | 4 |
Matthew Goff Investment Advisor, LLC | 4 | 4 | 0.28% | 0.30% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Capital Analysts, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
LINCOLN NATIONAL CORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Financial Futures Ltd Liability Co. | 4 | 4 | 0.77% | 0.88% | 1.00% | Q3 2022 | Q2 2023 | 4 |
Blossom Wealth Management | 4 | 4 | 2.14% | 2.46% | 2.70% | Q4 2022 | Q3 2023 | 4 |
Atria Investments, Inc | 2 | 2 | 0.03% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 4 |
Sound Stewardship, LLC | 4 | 4 | 4.45% | 4.51% | 4.61% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Kaye Capital Management | 4 | 4 | 2.71% | 4.81% | 6.33% | Q4 2022 | Q3 2023 | 4 |
Nikulski Financial, Inc. | 4 | 4 | 0.30% | 0.32% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Community Bank, N.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Astoria Portfolio Advisors LLC. | 4 | 4 | 0.10% | 0.34% | 0.52% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.17% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Archer Investment Corp | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Waycross Investment Management Co | 4 | 4 | 5.18% | 5.41% | 5.52% | Q4 2022 | Q3 2023 | 4 |
SENTINEL PENSION ADVISORS INC | 4 | 4 | 3.03% | 3.20% | 3.49% | Q4 2022 | Q3 2023 | 4 |
FOUNDERS FINANCIAL SECURITIES LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Meridian Wealth Management, LLC | 4 | 4 | 0.02% | 0.04% | 0.11% | Q2 2022 | Q1 2023 | 4 |
Old Port Advisors | 3 | 1 | 0.10% | 0.16% | 0.20% | Q3 2022 | Q3 2023 | 4 |
Wealthstreet Investment Advisors, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q2 2020 | Q1 2021 | 4 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 4 |
GPM Growth Investors, Inc. | 4 | 4 | 6.93% | 7.43% | 7.90% | Q4 2022 | Q3 2023 | 4 |
Well Done, LLC | 4 | 4 | 0.13% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Genesee Capital Advisors, LLC | 4 | 4 | 0.63% | 0.78% | 0.92% | Q4 2022 | Q3 2023 | 4 |
Western Financial Corp/CA | 4 | 4 | 0.38% | 0.41% | 0.42% | Q4 2022 | Q3 2023 | 4 |
G2 CAPITAL MANAGEMENT, LLC / OH | 4 | 4 | 0.89% | 1.04% | 1.12% | Q4 2022 | Q3 2023 | 4 |
FCG ADVISORS, LLC | 4 | 4 | 0.10% | 0.26% | 0.35% | Q4 2019 | Q3 2020 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.11% | 0.28% | 0.35% | Q4 2018 | Q3 2023 | 4 |
Roundview Capital LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Atria Wealth Solutions, Inc. | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Sugarloaf Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sculati Wealth Management, LLC | 3 | 3 | 0.12% | 0.13% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.38% | 0.38% | 0.39% | Q1 2023 | Q3 2023 | 3 |
COMERICA BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 3 |
ORG Partners LLC | 3 | 3 | 0.05% | 0.07% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q2 2023 | 3 |
American Institute for Advanced Investment Management, LLP | 3 | 3 | 0.39% | 0.43% | 0.45% | Q1 2023 | Q3 2023 | 3 |
EP Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Golden State Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.06% | Q3 2019 | Q3 2020 | 3 |
MONECO Advisors, LLC | 3 | 3 | 0.08% | 0.15% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Advisors Preferred, LLC | 3 | 3 | 0.42% | 0.75% | 1.38% | Q4 2021 | Q2 2022 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.09% | 0.14% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Main Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Tyler-Stone Wealth Management | 2 | 1 | 0.32% | 0.34% | 0.36% | Q4 2022 | Q3 2023 | 3 |
Krilogy Financial LLC | 3 | 3 | 0.35% | 0.47% | 0.55% | Q1 2023 | Q3 2023 | 3 |
OXFORD FINANCIAL GROUP, LTD. LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 3 |
Proficio Capital Partners LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 3 |
RFP Financial Group LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
WESTERN FINANCIAL Corp | 3 | 3 | 0.27% | 0.31% | 0.34% | Q1 2022 | Q3 2022 | 3 |
FOCUS Wealth Advisors, LLC | 3 | 3 | 0.18% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 3 |
Raub Brock Capital Management LP | 3 | 3 | 0.55% | 0.59% | 0.62% | Q2 2019 | Q4 2019 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 3 | 0.13% | 0.15% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Savant Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.01% | 0.10% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Sowell Financial Services LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
BROWN BROTHERS HARRIMAN & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Parkside Financial Bank & Trust | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.11% | 0.15% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Levy Wealth Management Group, LLC | 3 | 3 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
OneDigital Investment Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
ASSETMARK, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Carmichael Hill & Associates, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
CIBC WORLD MARKET INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Wealthcare Advisory Partners LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
VANGUARD GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Rockbridge Investment Management, LCC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Pacific Wealth Strategies Group, Inc. | 3 | 3 | 0.36% | 0.53% | 0.78% | Q1 2023 | Q3 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.43% | 0.61% | 0.74% | Q2 2022 | Q4 2022 | 3 |
Altus Wealth Group LLC | 2 | 2 | 0.90% | 0.90% | 0.91% | Q2 2023 | Q3 2023 | 2 |
Transparent Wealth Partners LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q4 2022 | Q1 2023 | 2 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.07% | 0.17% | 0.27% | Q4 2021 | Q3 2022 | 2 |
Alpha Omega Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Sterling Financial Group, Inc. | 2 | 2 | 0.19% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Capital Directions Investment Advisors, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q3 2022 | Q4 2022 | 2 |
BlackRock Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
ROCKLAND TRUST CO | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.29% | 0.34% | 0.39% | Q2 2023 | Q3 2023 | 2 |
St. Louis Financial Planners Asset Management, LLC | 2 | 2 | 2.58% | 2.87% | 3.16% | Q3 2023 | Q4 2023 | 2 |
Lehman & Derafelo Financial Resources LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2018 | Q1 2019 | 2 |
CULLEN/FROST BANKERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Heartwood Wealth Advisors LLC | 1 | 1 | 0.01% | 0.25% | 0.50% | Q2 2020 | Q1 2022 | 2 |
Redhawk Wealth Advisors, Inc. | 2 | 2 | 1.21% | 1.66% | 2.11% | Q1 2019 | Q2 2019 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
S.C. Financial Services, Inc. | 2 | 2 | 0.32% | 0.33% | 0.34% | Q3 2022 | Q4 2022 | 2 |
LEO BROKERAGE, LLC | 2 | 2 | 0.30% | 0.34% | 0.39% | Q1 2023 | Q2 2023 | 2 |
Davis Capital Management | 2 | 2 | 0.08% | 0.09% | 0.09% | Q1 2020 | Q2 2020 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 2 | 0.15% | 0.21% | 0.26% | Q4 2021 | Q1 2022 | 2 |
SPRENG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.14% | 0.16% | 0.19% | Q3 2020 | Q1 2021 | 2 |
Harrison & Co Wealth Management, LLC | 2 | 2 | 1.32% | 1.36% | 1.40% | Q3 2022 | Q4 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
BDO Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q4 2019 | 2 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
MERCER GLOBAL ADVISORS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
SMI Advisory Services, LLC | 1 | 1 | 0.21% | 0.22% | 0.23% | Q1 2023 | Q3 2023 | 2 |
WCG Wealth Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
GODSEY & GIBB, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 2 |
Prentice Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 2 |
MEITAV INVESTMENT HOUSE LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
IMA Wealth, Inc. | 2 | 2 | 1.52% | 1.56% | 1.60% | Q2 2023 | Q3 2023 | 2 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2020 | 2 |
Lansing Street Advisors | 2 | 2 | 0.00% | 0.02% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Tradition Wealth Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q1 2021 | 2 |
PECAUT & CO. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q1 2023 | 2 |
AMJ Financial Wealth Management | 2 | 2 | 4.30% | 4.50% | 4.70% | Q2 2023 | Q3 2023 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Clean Yield Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SOA Wealth Advisors, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Vertex Planning Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Ranch Capital Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Hudock, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Kades & Cheifetz LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
InterOcean Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Realta Investment Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 3.21% | 3.21% | 3.21% | Q3 2023 | Q3 2023 | 1 |
Marshall Financial Group LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SHAYNE & JACOBS, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
RETIREMENT GUYS FORMULA LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
Ironwood Wealth Management, LLC. | 1 | 1 | 4.69% | 4.69% | 4.69% | Q3 2023 | Q3 2023 | 1 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BENJAMIN EDWARDS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WINTRUST INVESTMENTS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
SouthState Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
REFRAME WEALTH, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 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 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
COURIER CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2019 | Q3 2019 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Level Financial Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Divergent Wealth Advisors | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2020 | Q4 2020 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Latitude Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
MILESTONE ASSET MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
Verdence Capital Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | 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.