INVESCO EXCH TRD SLF IDX FD shareholder history

Current and past INVESCO EXCH TRD SLF IDX FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Sargent Bickham Lagudis LLC 28280.00%0.04%0.07%Q1 2016Q4 202228
Anchor Investment Management, LLC 26260.03%0.80%1.82%Q3 2017Q4 202326
DAVENPORT & Co LLC 22220.00%0.01%0.01%Q2 2018Q3 202322
1834 INVESTMENT ADVISORS CO 22220.30%1.99%3.82%Q2 2018Q3 202322
Integrated Wealth Concepts LLC 22220.04%0.38%1.13%Q2 2018Q3 202322
Carnegie Capital Asset Management, LLC 22220.28%0.53%0.79%Q2 2018Q3 202322
UBS Group AG 22220.00%0.01%0.05%Q2 2018Q3 202322
HighTower Advisors, LLC 22220.01%0.01%0.03%Q2 2018Q3 202322
EASTERN BANK 22220.94%1.12%1.38%Q2 2018Q3 202322
Sound Income Strategies, LLC 22220.00%0.00%0.01%Q2 2018Q3 202322
AMERIPRISE FINANCIAL INC 22220.00%0.01%0.02%Q2 2018Q3 202322
WELLS FARGO & COMPANY/MN 22220.00%0.02%0.05%Q2 2018Q3 202322
Fusion Family Wealth LLC 22223.63%5.22%8.18%Q2 2018Q3 202322
Asset Dedication, LLC 22220.98%2.12%4.71%Q2 2018Q3 202322
MORGAN STANLEY 22220.00%0.01%0.02%Q2 2018Q3 202322
Smithfield Trust Co 22220.00%0.00%0.01%Q2 2018Q3 202322
Baird Financial Group, Inc. 22220.00%0.00%0.01%Q2 2018Q3 202322
Chesley Taft & Associates LLC 22220.03%0.05%0.07%Q2 2018Q3 202322
BANK OF AMERICA CORP /DE/ 22220.00%0.01%0.01%Q2 2018Q3 202322
Janney Montgomery Scott LLC 22220.05%0.06%0.07%Q2 2018Q3 202322
IMA Wealth, Inc. 22220.09%2.38%5.25%Q2 2018Q3 202322
Flaharty Asset Management, LLC 22220.11%0.36%0.68%Q2 2018Q3 202322
Linscomb & Williams, Inc. 22220.02%0.03%0.05%Q2 2018Q3 202322
Ameritas Investment Partners, Inc. 22220.00%0.01%0.02%Q2 2018Q3 202322
STIFEL FINANCIAL CORP 22220.00%0.01%0.04%Q2 2018Q3 202322
RAYMOND JAMES & ASSOCIATES 22220.00%0.01%0.03%Q2 2018Q3 202322
Mirador Capital Partners LP 22220.17%1.27%2.18%Q2 2018Q3 202322
Financial Advisory Group 22220.21%0.46%0.67%Q2 2018Q3 202322
LPL Financial LLC 22220.00%0.02%0.07%Q2 2018Q3 202322
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 22220.10%0.16%0.28%Q2 2018Q3 202322
ROYAL BANK OF CANADA 22220.00%0.00%0.01%Q2 2018Q3 202322
COOKSON PEIRCE & CO INC 22220.45%0.65%0.86%Q2 2018Q3 202322
Raymond James Financial Services Advisors, Inc. 22220.03%0.05%0.09%Q2 2018Q3 202322
Cetera Advisor Networks LLC 21210.01%0.02%0.03%Q3 2018Q3 202321
JANE STREET GROUP, LLC 1290.00%0.00%0.01%Q2 2018Q3 202321
Global Retirement Partners, LLC 1470.03%0.05%0.07%Q2 2018Q3 202321
Geneos Wealth Management Inc. 21210.00%0.03%0.09%Q3 2018Q3 202321
Ironwood Financial, llc 21210.09%1.94%3.26%Q3 2018Q3 202321
AdvisorNet Financial, Inc 21210.00%0.01%0.02%Q3 2018Q3 202321
Independence Bank of Kentucky 21210.02%0.04%0.10%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.06%Q3 2018Q3 202321
Oliver Luxxe Assets LLC 21210.81%1.24%2.44%Q3 2018Q3 202321
Vigilant Capital Management, LLC 21210.02%0.03%0.03%Q2 2018Q2 202321
FinTrust Capital Advisors, LLC 20200.03%0.10%0.16%Q4 2018Q3 202320
Cambridge Investment Research Advisors, Inc. 20200.00%0.03%0.07%Q4 2018Q3 202320
IFP Advisors, Inc 810.00%0.01%0.02%Q1 2016Q3 202320
ENVESTNET ASSET MANAGEMENT INC 20200.00%0.00%0.02%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.53%0.65%0.83%Q4 2018Q3 202320
Ellevest, Inc. 20200.00%0.06%0.10%Q4 2018Q3 202320
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1910.01%0.31%1.14%Q3 2018Q3 202320
MCF Advisors LLC 1270.03%0.05%0.07%Q4 2018Q3 202319
DAVIS R M INC 19190.06%0.29%0.53%Q1 2019Q3 202319
STEPHENS INC /AR/ 19190.01%0.09%0.21%Q1 2019Q3 202319
NewEdge Advisors, LLC 19190.00%0.03%0.08%Q1 2019Q3 202319
Cribstone Capital Management, LLC 19190.46%1.00%2.83%Q2 2018Q4 202219
Stonebridge Capital Advisors LLC 19190.23%1.11%1.53%Q1 2019Q3 202319
First Fiduciary Investment Counsel, Inc. 1630.04%0.17%0.58%Q4 2018Q3 202319
Western Wealth Management, LLC 1180.02%0.09%0.18%Q4 2018Q3 202319
Advisory Services Network, LLC 1110.00%0.02%0.04%Q2 2018Q3 202319
Private Advisor Group, LLC 1810.00%0.02%0.10%Q3 2018Q3 202319
AlphaStar Capital Management, LLC 19190.08%0.16%0.24%Q1 2019Q3 202319
Motley Fool Wealth Management, LLC 19191.00%1.66%2.36%Q1 2019Q3 202319
Sutton Wealth Advisors Inc. 19190.02%0.09%0.14%Q1 2019Q3 202319
RAYMOND JAMES TRUST N.A. 19190.01%0.02%0.03%Q2 2018Q4 202219
Segment Wealth Management, LLC 19190.06%0.12%0.17%Q1 2019Q3 202319
COMMONWEALTH EQUITY SERVICES, LLC 19190.00%0.02%0.04%Q1 2019Q3 202319
Exchange Capital Management, Inc. 18180.07%0.49%0.90%Q2 2019Q3 202318
VAUGHAN DAVID INVESTMENTS LLC/IL 18180.02%0.15%0.27%Q2 2019Q3 202318
HOWE & RUSLING INC 18180.00%0.00%0.00%Q2 2018Q3 202218
RETIREMENT INCOME SOLUTIONS, INC 18180.14%0.35%0.54%Q3 2018Q4 202218
CAPTRUST FINANCIAL ADVISORS 1710.00%0.01%0.02%Q4 2018Q3 202318
Capital Investment Advisors, LLC 18180.01%0.03%0.06%Q3 2019Q4 202318
American Portfolios Advisors 18180.00%0.00%0.01%Q2 2018Q3 202218
Lido Advisors, LLC 18180.01%3.39%11.47%Q2 2019Q3 202318
Financial Architects, Inc 940.00%0.07%0.24%Q2 2018Q2 202318
SYNOVUS FINANCIAL CORP 17170.02%0.02%0.05%Q2 2018Q2 202217
Gs Investments, Inc. 1520.02%0.56%1.94%Q2 2019Q3 202317
First Command Bank 1070.01%1.87%4.91%Q2 2018Q2 202317
Marietta Wealth Management, LLC 17171.04%2.12%3.04%Q3 2019Q3 202317
Brookstone Capital Management 17170.03%1.14%2.82%Q3 2019Q3 202317
BUTENSKY & COHEN FINANCIAL SECURITY, INC 17170.14%0.24%0.32%Q3 2019Q3 202317
SFE Investment Counsel 17170.12%0.73%1.13%Q3 2019Q3 202317
SHUFRO ROSE & CO LLC 17170.01%1.00%7.57%Q3 2019Q3 202317
Iowa State Bank 17170.06%0.20%0.47%Q3 2019Q3 202317
JPMORGAN CHASE & CO 17170.00%0.00%0.00%Q3 2019Q3 202317
Rockefeller Capital Management L.P. 17170.00%0.00%0.00%Q4 2018Q4 202217
First Command Financial Services, Inc. 1070.01%1.38%4.91%Q2 2018Q2 202317
ATWOOD & PALMER INC 17170.01%0.20%0.37%Q3 2019Q3 202317
OPTIMUM INVESTMENT ADVISORS 17170.07%0.29%0.48%Q4 2019Q4 202317
Pacifica Partners Inc. 17170.00%0.01%0.01%Q4 2019Q4 202317
Red Spruce Capital, LLC 17172.66%3.84%4.97%Q4 2019Q4 202317
NOVARE CAPITAL MANAGEMENT LLC 17170.05%0.39%0.70%Q3 2019Q3 202317
Lineweaver Wealth Advisors, LLC 16160.08%0.14%0.26%Q4 2019Q3 202316
ProVise Management Group, LLC 16160.04%0.26%0.49%Q4 2019Q3 202316
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1410.00%0.00%0.00%Q1 2019Q3 202316
THRIVENT FINANCIAL FOR LUTHERANS 16160.00%0.00%0.01%Q4 2019Q3 202316
Curbstone Financial Management Corp 16160.13%0.96%1.30%Q1 2020Q4 202316
Pacific Wealth Strategies Group, Inc. 16160.57%2.41%3.18%Q4 2019Q3 202316
MML INVESTORS SERVICES, LLC 16160.01%0.02%0.07%Q4 2019Q3 202316
Stratos Wealth Partners, LTD. 16160.01%0.04%0.08%Q4 2019Q3 202316
COLONY GROUP LLC 1220.04%0.17%0.27%Q2 2019Q3 202316
Carolina Wealth Advisors, LLC 16161.39%2.30%3.18%Q4 2019Q3 202316
LEAVELL INVESTMENT MANAGEMENT, INC. 16160.04%0.15%0.22%Q4 2019Q3 202316
WHITENER CAPITAL MANAGEMENT, INC. 1240.10%0.12%0.14%Q1 2019Q3 202316
RVW Wealth, LLC 16160.24%0.48%1.09%Q1 2020Q4 202316
Heartwood Wealth Advisors LLC 16160.49%0.54%0.63%Q4 2019Q3 202316
FCA CORP /TX 16161.15%1.68%2.40%Q4 2019Q3 202316
Trilogy Capital Inc. 16160.33%0.48%0.79%Q4 2019Q3 202316
Vista Private Wealth Partners. LLC 16160.13%2.98%5.05%Q3 2018Q2 202216
BCS Wealth Management 16160.14%1.22%6.48%Q4 2019Q3 202316
Kessler Investment Group, LLC 16160.02%0.71%1.69%Q4 2019Q3 202316
Knights of Columbus Asset Advisors LLC 16160.01%0.01%0.01%Q4 2019Q3 202316
BENEDICT FINANCIAL ADVISORS INC 16160.09%0.26%0.50%Q4 2019Q3 202316
Sigma Planning Corp 16160.06%0.12%0.22%Q4 2019Q3 202316
WINTRUST INVESTMENTS LLC 810.02%0.07%0.21%Q2 2019Q3 202316
Insight Wealth Partners, LLC 15150.21%0.68%1.25%Q4 2019Q2 202315
Citadel Advisors 810.00%0.00%0.00%Q1 2019Q3 202315
Cetera Advisors LLC 1410.00%0.02%0.03%Q1 2019Q3 202315
Strategic Family Wealth Counselors, L.L.C. 15150.30%1.12%1.97%Q1 2020Q3 202315
RPg Family Wealth Advisory, LLC 960.08%0.12%0.16%Q3 2019Q2 202315
OSAIC HOLDINGS, INC. 15150.01%0.03%0.09%Q1 2020Q3 202315
HHM Wealth Advisors, LLC 15150.01%0.03%0.04%Q1 2020Q3 202315
S.E.E.D. Planning Group LLC 15152.82%4.66%5.91%Q1 2020Q3 202315
Prospera Financial Services Inc 15150.04%0.05%0.07%Q1 2020Q3 202315
Edge Wealth Management LLC 15150.01%0.78%1.57%Q1 2020Q3 202315
RFG Advisory, LLC 15150.03%0.06%0.11%Q1 2020Q3 202315
Aspen Investment Management Inc 15151.61%2.50%4.23%Q1 2020Q3 202315
HM PAYSON & CO 15150.02%0.78%1.23%Q1 2020Q3 202315
Gradient Investments LLC 1410.00%0.18%0.60%Q2 2018Q3 202315
New Potomac Partners, LLC 15150.03%0.86%1.19%Q1 2020Q3 202315
American Institute for Advanced Investment Management, LLP 15150.25%0.56%0.99%Q1 2020Q3 202315
Apella Capital, LLC 1230.05%0.24%0.73%Q1 2020Q4 202315
COURIER CAPITAL LLC 14140.03%0.35%0.58%Q2 2020Q3 202314
US BANCORP \DE\ 14140.00%0.00%0.00%Q2 2020Q3 202314
Beaumont Financial Partners, LLC 14140.17%0.45%0.96%Q2 2019Q3 202214
Cypress Wealth Services, LLC 14140.12%0.17%0.25%Q2 2020Q3 202314
Souders Financial Advisors 14140.58%0.70%0.80%Q2 2020Q3 202314
Ballew Advisors, Inc 14140.19%0.50%1.32%Q2 2020Q3 202314
VALLEY NATIONAL ADVISERS INC 14140.01%0.04%0.05%Q2 2020Q3 202314
Atlantic Union Bankshares Corp 14140.05%0.10%0.41%Q2 2020Q3 202314
Steward Partners Investment Advisory, LLC 14140.00%0.09%0.23%Q2 2020Q3 202314
Valmark Advisers, Inc. 14140.01%0.01%0.04%Q2 2020Q3 202314
AE Wealth Management LLC 760.00%0.05%0.15%Q2 2019Q3 202313
SNS Financial Group, LLC 13130.04%1.44%3.55%Q3 2020Q3 202313
CONFLUENCE INVESTMENT MANAGEMENT LLC 13130.15%0.19%0.29%Q2 2018Q2 202113
Kestra Advisory Services, LLC 13130.01%0.11%0.28%Q3 2020Q3 202313
Key FInancial Inc 1210.04%0.09%0.17%Q1 2020Q3 202313
Savior LLC 13130.00%0.05%0.07%Q1 2020Q1 202313
Cypress Capital Group 13130.05%0.17%0.23%Q4 2019Q4 202213
Solitude Financial Services 12120.53%0.99%1.94%Q4 2020Q3 202312
Paradiem, LLC 12120.64%0.82%1.05%Q4 2020Q3 202312
Valeo Financial Advisors, LLC 12120.00%0.00%0.00%Q2 2018Q1 202112
Legacy Financial Group LLC 12122.15%2.88%3.52%Q4 2020Q3 202312
Retirement Solution Inc. 12120.16%0.27%0.38%Q4 2020Q3 202312
MONTAG A & ASSOCIATES INC 12120.12%0.33%0.69%Q4 2020Q3 202312
Hilltop Holdings Inc. 12120.04%0.06%0.11%Q4 2019Q3 202212
TCG Advisory Services, LLC 12120.86%1.26%2.50%Q4 2020Q3 202312
WEBSTER BANK, N. A. 12120.01%0.36%1.40%Q4 2020Q3 202312
Goepper Burkhardt LLC 12123.19%3.67%4.26%Q4 2020Q3 202312
Barnett & Company, Inc. 1020.06%1.47%6.00%Q3 2018Q4 202112
Neuberger Berman Group LLC 12120.00%0.00%0.00%Q1 2019Q4 202112
FIRST NATIONAL CORP /MA/ /ADV 12120.07%0.10%0.14%Q2 2020Q1 202312
Bray Capital Advisors 12120.01%0.01%0.01%Q4 2020Q3 202312
FAS Wealth Partners, Inc. 12120.01%0.01%0.02%Q4 2019Q3 202212
Sculati Wealth Management, LLC 840.12%0.28%0.49%Q1 2020Q3 202312
Alhambra Investment Management LLC 11110.24%0.35%0.45%Q1 2020Q3 202211
Snowden Capital Advisors LLC 830.01%0.01%0.02%Q4 2020Q3 202311
Nikulski Financial, Inc. 11110.17%0.66%1.12%Q1 2021Q3 202311
CX Institutional 11110.01%0.02%0.02%Q1 2020Q3 202211
TRANSCEND CAPITAL ADVISORS, LLC 11110.05%0.12%0.24%Q1 2021Q3 202311
True Link Financial Advisors, LLC 650.01%1.64%3.06%Q4 2020Q3 202311
4Thought Financial Group Inc. 11112.11%2.36%2.58%Q1 2021Q3 202311
HENGEHOLD CAPITAL MANAGEMENT LLC 11110.56%0.71%0.84%Q1 2021Q3 202311
Freedom Investment Management, Inc. 11110.04%0.06%0.07%Q1 2021Q3 202311
3D/L Capital Management, LLC 11110.00%0.06%0.08%Q4 2020Q2 202311
GPM Growth Investors, Inc. 11116.90%7.92%9.02%Q1 2020Q3 202211
Leisure Capital Management 11110.30%0.36%0.40%Q1 2021Q3 202311
NORTHWEST INVESTMENT COUNSELORS, LLC 810.01%0.02%0.05%Q3 2019Q3 202311
Clean Yield Group 740.00%0.00%0.00%Q2 2019Q1 202211
FRANKLIN RESOURCES INC 11110.00%0.00%0.00%Q1 2021Q3 202311
Avior Wealth Management, LLC 920.00%0.37%0.96%Q3 2020Q3 202311
SPRENG CAPITAL MANAGEMENT, INC. 11110.20%0.29%0.41%Q3 2020Q1 202311
YHB Investment Advisors, Inc. 11110.02%0.18%0.37%Q3 2020Q1 202311
Addison Advisors LLC 1010.99%1.66%2.07%Q4 2020Q3 202311
Bradley & Co. Private Wealth Management, LLC 11110.01%0.07%0.34%Q1 2021Q3 202311
Bruderman Asset Management, LLC 920.03%0.62%1.05%Q1 2019Q4 202111
Heron Bay Capital Management 11110.12%0.16%0.26%Q1 2021Q3 202311
Orion Capital Management LLC 1010.01%0.03%0.06%Q4 2020Q3 202311
NEXT Financial Group, Inc 640.00%0.00%0.00%Q2 2019Q4 202110
FMR LLC 410.00%0.00%0.00%Q2 2019Q3 202310
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10100.04%0.05%0.06%Q2 2021Q3 202310
Chicago Partners Investment Group LLC 10100.02%0.07%0.09%Q4 2018Q1 202110
GREATMARK INVESTMENT PARTNERS, INC. 10100.06%0.14%0.19%Q2 2021Q3 202310
BENJAMIN F. EDWARDS & COMPANY, INC. 550.00%0.03%0.10%Q3 2019Q3 202310
FIFTH THIRD BANCORP 10100.00%0.00%0.00%Q2 2021Q3 202310
Homrich & Berg 10100.01%0.02%0.03%Q2 2019Q3 202110
HARBOUR INVESTMENTS, INC. 640.01%0.02%0.02%Q1 2021Q3 202310
Creative Planning 10100.00%0.00%0.00%Q2 2021Q3 202310
Blue Barn Wealth, LLC 10100.54%0.94%1.21%Q2 2021Q3 202310
IRON Financial LLC 10101.22%2.27%2.80%Q2 2021Q3 202310
West Branch Capital LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
FCG ADVISORS, LLC 10100.17%0.44%0.77%Q2 2018Q3 202010
Gladstone Institutional Advisory LLC 810.02%0.14%0.22%Q2 2021Q3 20239
HUNTINGTON NATIONAL BANK 990.00%0.00%0.01%Q3 2021Q3 20239
Patriot Financial Group Insurance Agency, LLC 990.01%0.01%0.01%Q2 2020Q2 20229
Reitz Capital Advisors LLC 990.49%2.08%2.98%Q1 2019Q1 20219
Apollon Wealth Management, LLC 990.04%0.06%0.11%Q3 2021Q3 20239
Beacon Pointe Advisors, LLC 990.01%0.01%0.02%Q3 2021Q3 20239
J.W. COLE ADVISORS, INC. 810.03%0.06%0.08%Q2 2021Q3 20239
Kingsview Wealth Management, LLC 630.01%0.02%0.02%Q3 2020Q1 20239
Laffer Tengler Investments, Inc. 990.00%0.03%0.08%Q2 2020Q2 20229
Mariner, LLC 990.00%0.03%0.04%Q3 2021Q3 20239
WOLVERINE TRADING, LLC 990.00%0.00%0.01%Q1 2019Q1 20219
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 810.00%0.01%0.02%Q1 2021Q3 20239
Wealth Quarterback LLC 520.03%0.13%0.24%Q4 2019Q2 20239
Klingman & Associates, LLC 990.06%0.90%1.38%Q2 2018Q2 20209
Cornerstone Wealth Management, LLC 630.10%0.71%1.01%Q2 2021Q3 20239
Hennion & Walsh Asset Management, Inc. 710.03%0.07%0.10%Q1 2021Q2 20238
SILVERLAKE WEALTH MANAGEMENT LLC 880.68%0.79%0.90%Q4 2021Q3 20238
Legacy Private Trust Co. 880.34%0.99%1.25%Q4 2021Q3 20238
ETF Store, Inc. 881.10%1.41%1.75%Q4 2021Q3 20238
Comprehensive Financial Consultants Institutional, Inc. 880.40%0.47%0.54%Q4 2021Q3 20238
Blossom Wealth Management 881.34%1.85%2.25%Q4 2021Q3 20238
COZAD ASSET MANAGEMENT INC 880.06%0.07%0.09%Q4 2021Q3 20238
Invesco Ltd. 880.00%0.00%0.01%Q4 2021Q3 20238
ASSETMARK, INC 530.00%0.00%0.01%Q2 2018Q1 20238
Capital Investment Advisory Services, LLC 880.00%0.02%0.03%Q4 2021Q3 20238
WULFF, HANSEN & CO. 880.34%0.41%0.52%Q4 2021Q3 20238
SENTINEL PENSION ADVISORS INC 883.20%3.57%3.94%Q4 2021Q3 20238
TLWM 320.23%0.36%0.52%Q1 2021Q3 20238
BlackRock Inc. 880.00%0.00%0.00%Q3 2021Q2 20238
PALLADIUM PARTNERS LLC 620.01%0.17%0.26%Q1 2019Q1 20218
KIRR MARBACH & CO LLC /IN/ 710.06%2.22%3.33%Q4 2018Q3 20238
Straight Path Wealth Management 880.55%2.25%4.20%Q4 2021Q3 20238
AVANTAX ADVISORY SERVICES, INC. 710.01%0.04%0.07%Q3 2020Q3 20238
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q2 2018Q3 20238
NORTHCAPE WEALTH MANAGEMENT, LLC 882.97%3.60%4.72%Q4 2021Q3 20238
KESTRA PRIVATE WEALTH SERVICES, LLC 530.01%0.17%0.26%Q2 2021Q3 20238
Financial Futures Ltd Liability Co. 880.23%1.06%2.09%Q4 2021Q3 20238
Kaydan Wealth Management, Inc. 880.13%0.17%0.23%Q4 2021Q3 20238
Well Done, LLC 880.09%0.14%0.20%Q4 2021Q3 20238
MARINER INDEPENDENT ADVISOR NETWORK, LLC 880.01%0.05%0.15%Q4 2020Q3 20228
TRUIST FINANCIAL CORP 420.00%0.00%0.00%Q4 2019Q3 20238
Whitegate Investment Counselors, Inc. 880.04%0.17%0.32%Q4 2019Q3 20218
Oder Investment Management, LLC 711.84%2.47%2.97%Q4 2020Q3 20238
Horizons Wealth Management 772.77%3.04%3.48%Q2 2022Q4 20237
Renaissance Technologies 430.00%0.01%0.02%Q4 2021Q3 20237
Gryphon Financial Partners LLC 771.20%1.88%2.07%Q1 2022Q3 20237
CGN Advisors LLC 610.06%0.09%0.11%Q1 2022Q4 20237
Lantz Financial LLC 771.49%1.67%1.93%Q1 2022Q3 20237
WOODMONT INVESTMENT COUNSEL LLC 770.20%0.25%0.33%Q1 2022Q3 20237
TCWP LLC 770.05%1.15%2.96%Q4 2021Q2 20237
Ironwood Wealth Management, LLC. 772.80%8.40%10.07%Q1 2022Q3 20237
PATTON ALBERTSON MILLER GROUP, LLC 770.04%0.04%0.04%Q1 2022Q3 20237
FORVIS Wealth Advisors, LLC 770.07%0.15%0.19%Q2 2018Q4 20197
CreativeOne Wealth, LLC 770.01%0.09%0.14%Q4 2021Q2 20237
Harfst & Associates, Inc. 520.09%0.15%0.24%Q1 2020Q4 20227
HSBC HOLDINGS PLC 770.00%0.00%0.00%Q4 2021Q2 20237
Redwood Financial Network Corp 771.94%2.52%2.97%Q1 2022Q3 20237
SJS Investment Consulting Inc. 520.03%0.04%0.04%Q4 2021Q3 20237
Stiles Financial Services Inc 430.25%0.41%1.10%Q4 2021Q3 20237
OPPENHEIMER ASSET MANAGEMENT INC. 770.00%0.00%0.01%Q2 2018Q4 20197
Cresset Asset Management, LLC 770.00%0.02%0.05%Q2 2019Q4 20207
Ashfield Capital Partners, LLC 770.02%0.02%0.03%Q1 2021Q3 20227
Keel Point, LLC 610.02%0.10%0.16%Q2 2021Q3 20237
CWM, LLC 610.00%0.00%0.01%Q4 2018Q3 20237
WEALTHSOURCE PARTNERS, LLC 770.28%0.47%0.60%Q1 2022Q3 20237
HC FINANCIAL ADVISORS INC 770.00%0.01%0.01%Q1 2020Q3 20217
Sullivan, Bruyette, Speros & Blaney, LLC 770.01%0.02%0.02%Q3 2019Q1 20217
Heritage Trust Co 770.09%0.12%0.14%Q1 2022Q3 20237
SAWGRASS ASSET MANAGEMENT LLC 770.20%0.23%0.28%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.07%0.14%0.20%Q1 2022Q3 20237
Rockbridge Investment Management, LCC 770.03%0.04%0.04%Q2 2020Q4 20217
MONEY CONCEPTS CAPITAL CORP 520.01%0.01%0.01%Q4 2020Q4 20227
Advisor Group, Inc. 770.00%0.00%0.01%Q2 2018Q4 20197
Total Wealth Planning, LLC 770.14%0.31%0.72%Q1 2022Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.01%0.04%0.09%Q1 2021Q4 20227
Advisors Preferred, LLC 771.69%2.89%5.84%Q4 2020Q2 20227
Virginia National Bank 771.48%4.44%6.61%Q1 2022Q3 20237
Oakhurst Advisors,LLC 774.40%20.04%39.36%Q2 2021Q4 20227
NOTTINGHAM ADVISORS, INC. 770.04%1.17%2.24%Q1 2022Q3 20237
Coastwise Capital Group, LLC 770.50%0.70%0.91%Q1 2022Q3 20237
COLTON GROOME FINANCIAL ADVISORS, LLC 770.29%1.05%1.60%Q1 2022Q3 20237
Revolve Wealth Partners, LLC 430.07%0.12%0.16%Q4 2021Q3 20237
Migdal Insurance & Financial Holdings Ltd. 770.01%0.07%0.15%Q1 2022Q3 20237
BOSTON ADVISORS LLC 660.01%0.03%0.04%Q2 2018Q3 20196
Bank of New York Mellon Corp 510.00%0.00%0.00%Q4 2020Q1 20236
Treasure Coast Financial Planning 664.70%5.30%6.02%Q2 2022Q3 20236
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.01%0.01%0.01%Q3 2018Q4 20196
Rosenberg Matthew Hamilton 660.01%0.01%0.02%Q2 2022Q3 20236
Sowell Financial Services LLC 660.00%0.00%0.01%Q4 2019Q1 20216
Secure Asset Management, LLC 660.34%0.56%0.68%Q2 2022Q3 20236
Certified Advisory Corp 660.19%0.79%1.25%Q2 2022Q3 20236
PATHSTONE FAMILY OFFICE, LLC 420.00%0.02%0.04%Q1 2019Q3 20236
DENVER WEALTH MANAGEMENT, INC. 660.84%1.76%2.05%Q2 2022Q3 20236
SMI Advisory Services, LLC 510.14%0.25%0.42%Q1 2022Q3 20236
Masso Torrence Wealth Management Inc. 510.12%0.75%1.09%Q4 2021Q3 20236
Castle Rock Wealth Management, LLC 420.04%0.86%1.98%Q2 2018Q4 20196
IFG Advisory, LLC 510.02%0.06%0.27%Q2 2019Q3 20236
TI-TRUST, INC 510.18%0.32%0.44%Q4 2021Q3 20236
Raub Brock Capital Management LP 660.55%0.63%0.72%Q3 2018Q4 20196
Eudaimonia Partners, LLC 660.01%0.01%0.02%Q4 2019Q1 20216
Atlas Private Wealth Advisors 660.01%0.03%0.05%Q2 2020Q3 20216
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 660.01%0.01%0.01%Q2 2022Q3 20236
EP Wealth Advisors, LLC 420.00%0.01%0.03%Q1 2022Q3 20236
Prosperity Planning, Inc. 660.03%0.04%0.05%Q1 2021Q2 20226
AXXCESS WEALTH MANAGEMENT, LLC 660.02%0.03%0.06%Q4 2021Q1 20236
Kohmann Bosshard Financial Services, LLC 660.24%0.30%0.34%Q2 2022Q3 20236
Equitable Holdings, Inc. 660.02%0.04%0.05%Q2 2022Q3 20236
COMMERCE BANK 660.01%0.01%0.01%Q2 2020Q3 20216
Old Port Advisors 510.17%0.50%0.69%Q1 2022Q3 20236
TCG Advisors, LP 660.46%1.72%2.70%Q1 2019Q2 20206
Squar Milner Financial Services LLC 420.00%0.04%0.08%Q3 2018Q1 20206
Private Vista, LLC 664.34%5.94%7.34%Q1 2019Q2 20206
PRIVATE TRUST CO NA 660.00%0.04%0.07%Q2 2022Q3 20236
Financial Network Wealth Management LLC 660.18%0.21%0.28%Q4 2020Q1 20226
Resonant Capital Advisors, LLC 660.14%0.50%0.81%Q2 2022Q3 20236
CALTON & ASSOCIATES, INC. 410.06%0.11%0.15%Q1 2021Q2 20225
FOUNDERS FINANCIAL SECURITIES LLC 550.04%0.06%0.09%Q3 2022Q3 20235
Capital Analysts, LLC 410.00%0.06%0.09%Q1 2021Q3 20235
BEACON FINANCIAL GROUP 550.57%1.54%1.86%Q3 2022Q3 20235
CIBC WORLD MARKET INC. 550.00%0.00%0.00%Q3 2022Q3 20235
Apeiron RIA LLC 550.28%0.31%0.38%Q3 2022Q3 20235
TD Waterhouse Canada Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Colonial Trust Co / SC 550.23%0.25%0.28%Q3 2022Q3 20235
TruWealth Advisors, LLC 553.22%4.07%5.16%Q3 2022Q3 20235
OLD MISSION CAPITAL LLC 110.04%0.16%0.34%Q3 2018Q1 20235
Community Bank, N.A. 550.00%0.05%0.06%Q1 2022Q1 20235
Atria Investments, Inc 550.04%0.10%0.15%Q1 2022Q1 20235
PNC FINANCIAL SERVICES GROUP, INC. 210.00%0.00%0.00%Q1 2020Q2 20235
OLD SECOND NATIONAL BANK OF AURORA 550.78%2.70%3.33%Q3 2022Q3 20235
TimeScale Financial, Inc. 550.00%0.01%0.01%Q2 2019Q2 20205
Aspire Private Capital, LLC 550.01%0.01%0.01%Q1 2022Q1 20235
GILL CAPITAL PARTNERS, LLC 550.14%0.25%0.36%Q3 2022Q3 20235
Ancora Advisors LLC 550.00%0.00%0.00%Q3 2021Q3 20225
W.H. Cornerstone Investments Inc. 550.72%0.88%0.99%Q3 2022Q3 20235
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.01%0.01%0.02%Q2 2022Q3 20235
Golden State Equity Partners 320.07%0.11%0.16%Q4 2021Q3 20235
St. Louis Financial Planners Asset Management, LLC 552.12%2.76%3.18%Q4 2022Q4 20235
Cerity Partners LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Wealthstreet Investment Advisors, LLC 550.03%0.06%0.08%Q1 2020Q1 20215
Meridian Wealth Management, LLC 550.02%0.06%0.16%Q2 2022Q2 20235
GeoWealth Management, LLC 550.04%0.32%0.53%Q1 2022Q1 20235
Colonial Trust Advisors 550.25%0.28%0.30%Q3 2022Q3 20235
MGO ONE SEVEN LLC 550.42%0.73%1.33%Q3 2022Q3 20235
Crescent Capital Consulting, LLC 550.03%0.20%0.60%Q4 2020Q4 20215
Campbell Wealth Management 552.58%2.89%3.86%Q3 2022Q3 20235
TOTH FINANCIAL ADVISORY CORP 550.00%0.00%0.00%Q3 2022Q3 20235
Outlook Wealth Advisors, LLC 550.48%0.91%1.06%Q1 2022Q1 20235
Good Life Advisors, LLC 550.74%0.84%0.90%Q2 2022Q2 20235
Astor Investment Management LLC 553.88%6.65%7.50%Q1 2022Q1 20235
Berger Financial Group, Inc 550.07%0.20%0.41%Q3 2022Q3 20235
Parallax Volatility Advisers, L.P. 550.00%0.00%0.00%Q2 2018Q2 20195
Centennial Wealth Advisory LLC 552.20%3.63%4.15%Q1 2022Q1 20235
Koss-Olinger Consulting, LLC 550.06%0.07%0.10%Q3 2022Q3 20235
Harrison & Co Wealth Management, LLC 551.02%1.27%1.50%Q4 2021Q4 20225
Raleigh Capital Management Inc. 550.15%0.22%0.28%Q1 2022Q1 20235
Arkadios Wealth Advisors 320.00%0.02%0.03%Q1 2021Q3 20235
Harborview Advisors, LLC 550.62%0.67%0.75%Q1 2019Q1 20205
Hudson Capital Management LLC 553.35%4.58%6.31%Q3 2022Q3 20235
REUTER JAMES WEALTH MANAGEMENT, LLC 550.22%0.43%0.57%Q1 2022Q1 20235
Castleview Partners, LLC 550.95%1.56%2.09%Q3 2022Q3 20235
Legacy CG, LLC 551.71%2.06%2.59%Q3 2022Q3 20235
BANTA ASSET MANAGEMENT LP 550.17%0.73%1.25%Q1 2021Q1 20225
Rede Wealth, LLC 440.12%0.14%0.15%Q1 2021Q4 20214
LINCOLN NATIONAL CORP 440.01%0.01%0.02%Q1 2022Q4 20224
Moisand Fitzgerald Tamayo, LLC 440.00%0.00%0.00%Q2 2020Q1 20214
OLIVER LAGORE VANVALIN INVESTMENT GROUP 440.00%0.00%0.00%Q4 2022Q3 20234
River Street Advisors LLC 443.49%3.65%3.91%Q4 2022Q3 20234
Genesee Capital Advisors, LLC 440.62%0.67%0.72%Q4 2022Q3 20234
EVERMAY WEALTH MANAGEMENT LLC 440.08%0.09%0.10%Q3 2022Q2 20234
WT Wealth Management 440.10%0.12%0.14%Q2 2021Q1 20224
Archer Investment Corp 440.03%0.03%0.03%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.03%0.06%0.11%Q4 2022Q3 20234
Mascoma Wealth Management LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Western Financial Corp/CA 440.37%0.40%0.42%Q4 2022Q3 20234
Camelot Portfolios, LLC 443.73%4.09%4.63%Q4 2022Q3 20234
D.A. DAVIDSON & CO. 220.00%0.01%0.01%Q4 2021Q3 20234
Parallel Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Roundview Capital LLC 440.11%0.11%0.12%Q4 2022Q3 20234
Kaye Capital Management 445.48%8.68%11.36%Q4 2022Q3 20234
MILESTONE ASSET MANAGEMENT, LLC 440.12%0.17%0.22%Q4 2022Q3 20234
Latitude Advisors, LLC 440.47%0.67%0.91%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.01%0.01%0.01%Q4 2022Q3 20234
CONTINUUM WEALTH ADVISORS, LLC 440.34%0.47%0.79%Q4 2022Q3 20234
DWM Financial Group, Inc. 313.13%4.54%5.38%Q4 2019Q4 20204
BROWN ADVISORY INC 440.00%0.00%0.00%Q4 2022Q3 20234
Waycross Investment Management Co 4416.11%16.46%17.30%Q4 2022Q3 20234
Larson Financial Group LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Sugarloaf Wealth Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
MEITAV INVESTMENT HOUSE LTD 440.00%0.00%0.01%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.16%0.18%0.20%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Center For Asset Management LLC 440.16%0.26%0.32%Q1 2022Q4 20224
REBALANCE, LLC 440.56%0.60%0.64%Q4 2022Q3 20234
G2 CAPITAL MANAGEMENT, LLC / OH 440.92%1.07%1.17%Q4 2022Q3 20234
WESPAC Advisors, LLC 440.43%0.58%0.94%Q4 2022Q3 20234
Astoria Portfolio Advisors LLC. 440.47%0.63%0.79%Q4 2022Q3 20234
Leicht Financial Planning & Wealth Management, Inc. 440.24%0.28%0.34%Q1 2019Q4 20194
Elevated Capital Advisors, LLC 310.48%0.55%0.59%Q1 2022Q1 20234
MONECO Advisors, LLC 440.12%0.26%0.42%Q4 2022Q3 20234
O'ROURKE & COMPANY, Inc 440.18%0.20%0.22%Q4 2022Q3 20234
COLLECTIVE FAMILY OFFICE LLC 440.08%0.10%0.13%Q4 2021Q3 20224
Krilogy Financial LLC 440.17%0.43%0.62%Q4 2022Q3 20234
Matthew Goff Investment Advisor, LLC 440.07%0.08%0.08%Q4 2022Q3 20234
Harel Insurance Investments & Financial Services Ltd. 440.01%0.06%0.10%Q4 2022Q3 20234
WFA of San Diego, LLC 210.11%0.11%0.12%Q2 2022Q3 20234
Sterneck Capital Management, LLC 440.56%0.58%0.60%Q4 2022Q3 20234
HB Wealth Management, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
Strid Group, LLC 440.55%0.59%0.64%Q4 2022Q3 20234
Bridgeworth, LLC 440.03%0.04%0.05%Q4 2022Q3 20234
Allworth Financial LP 440.00%0.00%0.01%Q4 2022Q3 20234
OneDigital Investment Advisors LLC 440.02%0.03%0.05%Q4 2022Q3 20234
Tower Research Capital LLC (TRC) 440.00%0.00%0.00%Q4 2018Q3 20194
Avidian Wealth Solutions, LLC 220.01%0.02%0.03%Q4 2021Q3 20234
Nalls Sherbakoff Group, LLC 310.11%0.35%0.44%Q4 2018Q3 20234
Sound Stewardship, LLC 444.61%4.69%4.86%Q4 2022Q3 20234
TRUST CO OF VERMONT 210.00%0.00%0.00%Q2 2021Q3 20224
Coulter & Justus Financial Services, LLC 210.21%0.23%0.25%Q4 2021Q3 20223
BLUE SQUARE ASSET MANAGEMENT, LLC 330.45%0.55%0.62%Q1 2023Q3 20233
Main Management LLC 330.01%0.01%0.01%Q1 2021Q3 20213
TPG Financial Advisors, LLC 330.16%0.16%0.16%Q1 2023Q3 20233
Strategic Financial Concepts, LLC 330.14%0.18%0.23%Q1 2023Q3 20233
Beacon Capital Management, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Richard W. Paul & Associates, LLC 330.01%0.98%1.53%Q4 2022Q2 20233
Beaird Harris Wealth Management, LLC 330.02%0.02%0.03%Q4 2021Q2 20223
Baldrige Asset Management LLC 330.01%0.01%0.01%Q2 2021Q4 20213
Financial Gravity Asset Management, Inc. 110.01%0.02%0.03%Q3 2019Q2 20233
Proficio Capital Partners LLC 330.15%0.16%0.18%Q1 2023Q3 20233
SIGNATUREFD, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Fortitude Advisory Group L.L.C. 210.02%0.19%0.28%Q1 2022Q1 20233
Glass Jacobson Investment Advisors llc 210.04%0.05%0.07%Q4 2022Q3 20233
WESTERN FINANCIAL Corp 330.27%0.31%0.34%Q1 2022Q3 20223
Lokken Investment Group LLC 333.07%3.14%3.26%Q2 2022Q4 20223
ORG Partners LLC 330.07%0.10%0.13%Q1 2023Q3 20233
COMERICA BANK 210.00%0.00%0.00%Q3 2020Q3 20233
UNITED CAPITAL FINANCIAL ADVISORS, LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Consolidated Portfolio Review Corp 330.44%0.44%0.45%Q1 2023Q3 20233
Coppell Advisory Solutions LLC 210.02%0.03%0.03%Q4 2022Q3 20233
Belmont Capital, LLC 330.56%0.67%0.86%Q1 2023Q3 20233
Golden State Wealth Management, LLC 110.05%0.05%0.06%Q3 2019Q3 20203
FC Advisory LLC 330.14%0.21%0.25%Q2 2023Q4 20233
MERCER GLOBAL ADVISORS INC /ADV 210.00%0.00%0.01%Q2 2021Q3 20233
TCI Wealth Advisors, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
MANCHESTER FINANCIAL INC 334.18%5.16%6.86%Q2 2022Q4 20223
Cape Investment Advisory, Inc. 330.06%0.07%0.07%Q1 2023Q3 20233
BROWN BROTHERS HARRIMAN & CO 330.00%0.00%0.00%Q3 2018Q1 20193
Parkside Financial Bank & Trust 330.00%0.01%0.01%Q1 2023Q3 20233
Tyler-Stone Wealth Management 210.16%0.18%0.22%Q4 2022Q3 20233
Atomi Financial Group, Inc. 330.12%0.16%0.19%Q1 2023Q3 20233
Levy Wealth Management Group, LLC 330.09%0.09%0.09%Q1 2023Q3 20233
Carmichael Hill & Associates, Inc. 330.01%0.01%0.01%Q3 2022Q1 20233
Global Financial Private Capital, Inc 330.00%0.00%0.00%Q2 2019Q4 20193
Friedenthal Financial 330.26%0.29%0.32%Q2 2019Q4 20193
RFP Financial Group LLC 210.03%0.03%0.03%Q4 2022Q3 20233
EMFO, LLC 330.05%0.05%0.05%Q2 2021Q4 20213
FOCUS Wealth Advisors, LLC 330.15%0.15%0.16%Q1 2023Q3 20233
Cetera Investment Advisers 330.00%0.00%0.01%Q1 2022Q3 20223
Savant Capital, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Sequoia Financial Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Farther Finance Advisors, LLC 330.08%0.13%0.16%Q1 2023Q3 20233
Transparent Wealth Partners LLC 335.76%6.10%6.46%Q3 2022Q1 20233
Altus Wealth Group LLC 332.10%2.20%2.28%Q1 2023Q3 20233
VANGUARD GROUP INC 330.00%0.00%0.00%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.04%0.05%0.06%Q3 2022Q3 20233
ROCKLAND TRUST CO 330.02%0.02%0.03%Q1 2022Q3 20223
Tradition Wealth Management, LLC 210.00%0.01%0.02%Q4 2020Q3 20223
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Ameritas Investment Company, LLC 110.00%0.00%0.01%Q4 2018Q1 20213
MISSION WEALTH MANAGEMENT, LP 330.04%0.04%0.04%Q1 2023Q3 20233
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Advisory Alpha, LLC 220.31%0.35%0.40%Q2 2021Q3 20212
Lloyd Advisory Services, LLC. 220.08%0.15%0.22%Q1 2022Q2 20222
Prentice Wealth Management LLC 110.01%0.01%0.01%Q3 2021Q2 20222
Livingston Group Asset Management CO (operating as Southport Capital Management) 220.26%0.36%0.46%Q4 2021Q1 20222
BAINCO INTERNATIONAL INVESTORS 110.01%0.01%0.01%Q1 2020Q4 20202
S.C. Financial Services, Inc. 220.32%0.33%0.33%Q3 2022Q4 20222
Sterling Financial Group, Inc. 220.19%0.19%0.20%Q2 2023Q3 20232
Capital Directions Investment Advisors, LLC 220.15%0.15%0.15%Q3 2022Q4 20222
GODSEY & GIBB, INC 220.00%0.00%0.01%Q3 2022Q4 20222
Garrett Wealth Advisory Group, LLC 220.16%0.17%0.17%Q2 2023Q3 20232
YorkBridge Wealth Partners, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
WealthShield Partners, LLC 220.04%0.04%0.04%Q1 2021Q2 20212
Bison Wealth, LLC 220.01%0.02%0.02%Q3 2020Q4 20202
Missouri Trust & Investment Co 220.00%0.00%0.00%Q2 2023Q3 20232
COUNTRY CLUB BANK /GFN 110.09%0.09%0.10%Q4 2022Q3 20232
Rehmann Capital Advisory Group 220.01%0.01%0.01%Q2 2018Q3 20182
Lehman & Derafelo Financial Resources LLC 220.04%0.04%0.05%Q4 2018Q1 20192
Stonebridge Financial Planning Group, LLC 220.01%0.02%0.02%Q1 2021Q2 20212
Retirement Group, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
BDO Wealth Advisors, LLC 220.13%0.15%0.16%Q3 2019Q4 20192
AlphaCore Capital LLC 220.02%0.02%0.03%Q4 2019Q1 20202
CARY STREET PARTNERS ASSET MANAGEMENT LLC 220.02%0.02%0.02%Q4 2022Q1 20232
MATHER GROUP, LLC. 220.01%0.01%0.01%Q2 2022Q3 20222
LEVEL FOUR ADVISORY SERVICES, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
First Command Advisory Services, Inc. 110.00%0.00%0.01%Q2 2019Q3 20232
Alpha Omega Wealth Management LLC 220.02%0.02%0.02%Q1 2019Q2 20192
Davis Capital Management 220.08%0.08%0.08%Q1 2020Q2 20202
AMJ Financial Wealth Management 222.32%2.43%2.54%Q2 2023Q3 20232
Onyx Bridge Wealth Group LLC 220.88%0.89%0.90%Q2 2023Q3 20232
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Claro Advisors LLC 220.11%0.12%0.12%Q2 2023Q3 20232
Newbridge Financial Services Group, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
LEO BROKERAGE, LLC 220.14%0.17%0.19%Q1 2023Q2 20232
Penserra Capital Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Bluefin Trading, LLC 220.08%0.09%0.10%Q2 2019Q3 20192
Bay Harbor Wealth Management, LLC 220.02%0.02%0.03%Q1 2022Q2 20222
IHT Wealth Management, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
1620 INVESTMENT ADVISORS, INC. 220.23%0.23%0.24%Q2 2023Q3 20232
Estate Counselors, LLC 220.25%0.26%0.26%Q1 2020Q2 20202
EVEXIA WEALTH LLC 220.91%0.98%1.05%Q2 2023Q3 20232
CALDWELL SUTTER CAPITAL, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
BEESE FULMER INVESTMENT MANAGEMENT, INC. 220.06%0.06%0.06%Q2 2020Q3 20202
Frontier Wealth Management LLC 220.01%0.03%0.04%Q1 2022Q2 20222
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2020Q1 20212
Waverly Advisors, LLC 220.23%0.23%0.23%Q2 2023Q3 20232
PSI Advisors, LLC 110.00%0.00%0.01%Q4 2022Q3 20232
PFG Advisors 220.02%0.03%0.04%Q3 2021Q4 20212
Smith & Howard Wealth Management, LLC 110.12%0.12%0.12%Q2 2022Q2 20221
StrategIQ Financial Group, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
BerganKDV Wealth Management, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
REFRAME WEALTH, LLC 110.16%0.16%0.16%Q4 2022Q4 20221
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Newport Capital Group, LLC 110.26%0.26%0.26%Q4 2020Q4 20201
Hudock, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Strategic Wealth Partners, Ltd. 110.00%0.00%0.00%Q3 2019Q3 20191
RITHOLTZ WEALTH MANAGEMENT 110.01%0.01%0.01%Q2 2023Q2 20231
Wealthspire Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
CAMBRIDGE TRUST CO 110.00%0.00%0.00%Q1 2022Q1 20221
Legacy Capital Group California, Inc. 111.55%1.55%1.55%Q1 2023Q1 20231
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Marshall Financial Group LLC 110.37%0.37%0.37%Q4 2021Q4 20211
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q3 2021Q3 20211
HOEY INVESTMENTS, INC 110.01%0.01%0.01%Q1 2021Q1 20211
Evolution Advisers, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
KICKSTAND VENTURES, LLC. 114.36%4.36%4.36%Q3 2023Q3 20231
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q2 2023Q2 20231
BB&T SECURITIES, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Jackson, Grant Investment Advisers, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Impact Partnership Wealth, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
GPS Wealth Strategies Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Foundations Investment Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Arlington Capital Management, Inc. 110.41%0.41%0.41%Q1 2023Q1 20231
McElhenny Sheffield Capital Management, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
InterOcean Capital Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Legacy Capital Wealth Partners, LLC 110.24%0.24%0.24%Q1 2023Q1 20231
SHEETS SMITH WEALTH MANAGEMENT 110.02%0.02%0.02%Q3 2023Q3 20231
SOA Wealth Advisors, LLC. 110.01%0.01%0.01%Q3 2022Q3 20221
55I, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Mid-American Wealth Advisory Group, Inc. 111.46%1.46%1.46%Q2 2023Q2 20231
HRT FINANCIAL LP 110.01%0.01%0.01%Q3 2023Q3 20231
Kades & Cheifetz LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Hills Bank & Trust Co 110.01%0.01%0.01%Q3 2023Q3 20231
Carroll Financial Associates, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Eagle Ridge Investment Management 110.03%0.03%0.03%Q2 2023Q2 20231
Salomon & Ludwin, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Laidlaw Wealth Management LLC 110.14%0.14%0.14%Q4 2019Q4 20191
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Verdence Capital Advisors LLC 110.06%0.06%0.06%Q3 2021Q3 20211
Almanack Investment Partners, LLC. 110.01%0.01%0.01%Q3 2022Q3 20221
Divergent Wealth Advisors 110.09%0.09%0.09%Q3 2023Q3 20231
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
CENTRAL TRUST Co 110.00%0.00%0.00%Q4 2022Q4 20221
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Coppell Advisory Solutions Corp. 110.03%0.03%0.03%Q4 2022Q4 20221
Guardian Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
FourThought Financial, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Fiduciary Alliance LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Connectus Wealth, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Aptus Capital Advisors, LLC 112.02%2.02%2.02%Q2 2022Q2 20221
FINANCIAL COUNSELORS INC 110.01%0.01%0.01%Q3 2023Q3 20231
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 110.24%0.24%0.24%Q3 2019Q3 20191
Willingdon Wealth Management 110.00%0.00%0.00%Q2 2019Q2 20191
Systelligence, LLC 112.04%2.04%2.04%Q4 2019Q4 20191
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
BUCKINGHAM STRATEGIC WEALTH, LLC 110.05%0.05%0.05%Q2 2018Q2 20181
Regal Investment Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Pinnacle Advisory Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Aries Wealth Management 110.17%0.17%0.17%Q1 2019Q1 20191
FLOW TRADERS U.S. LLC 110.02%0.02%0.02%Q3 2020Q3 20201
IFS Advisors, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
CNB Bank 110.01%0.01%0.01%Q1 2019Q1 20191
Bartlett & Co. LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Johnson Financial Group, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
FormulaFolio Investments, LLC 110.74%0.74%0.74%Q4 2020Q4 20201
OLD MISSION CAPITAL, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Second Half Financial Partners, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
DEUTSCHE BANK AG\ 110.00%0.00%0.00%Q4 2020Q4 20201
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Live Your Vision, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Private Advisory Group LLC 110.26%0.26%0.26%Q1 2020Q1 20201
Buck Wealth Strategies, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Baystate Wealth Management LLC 110.00%0.00%0.00%Q4 2021Q4 20211
SouthState Corp 110.01%0.01%0.01%Q2 2022Q2 20221
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
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.