Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 22 | 22 | 0.00% | 0.07% | 0.11% | Q2 2018 | Q3 2023 | 22 |
Flaharty Asset Management, LLC | 22 | 22 | 0.10% | 0.21% | 0.40% | Q2 2018 | Q3 2023 | 22 |
SFE Investment Counsel | 22 | 22 | 0.12% | 1.53% | 2.51% | Q2 2018 | Q3 2023 | 22 |
Cetera Advisors LLC | 22 | 22 | 0.02% | 0.11% | 0.19% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Asset Dedication, LLC | 22 | 22 | 0.00% | 0.19% | 0.65% | Q2 2018 | Q3 2023 | 22 |
AlphaStar Capital Management, LLC | 22 | 22 | 0.07% | 0.30% | 0.58% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
STEPHENS INC /AR/ | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Gradient Investments LLC | 22 | 22 | 0.02% | 0.29% | 0.91% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 22 | 22 | 0.02% | 0.05% | 0.12% | Q2 2018 | Q3 2023 | 22 |
MML INVESTORS SERVICES, LLC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Anchor Investment Management, LLC | 22 | 22 | 0.00% | 0.04% | 0.06% | Q3 2017 | Q4 2022 | 22 |
Janney Montgomery Scott LLC | 21 | 21 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q2 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
JANE STREET GROUP, LLC | 18 | 3 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 21 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Ironwood Financial, llc | 21 | 21 | 0.37% | 2.53% | 3.62% | Q3 2018 | Q3 2023 | 21 |
Brookstone Capital Management | 21 | 21 | 0.02% | 0.06% | 0.14% | Q3 2018 | Q3 2023 | 21 |
IFP Advisors, Inc | 17 | 3 | 0.00% | 0.03% | 0.12% | Q2 2018 | Q3 2023 | 20 |
Segment Wealth Management, LLC | 20 | 20 | 0.04% | 0.10% | 0.21% | Q3 2018 | Q2 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.03% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Private Advisor Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 19 |
IMA Wealth, Inc. | 19 | 19 | 0.01% | 1.26% | 3.82% | Q1 2019 | Q3 2023 | 19 |
Mirador Capital Partners LP | 16 | 3 | 0.14% | 3.86% | 11.48% | Q2 2018 | Q3 2023 | 19 |
Sigma Planning Corp | 19 | 19 | 0.02% | 0.04% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Sutton Wealth Advisors Inc. | 19 | 19 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Integrated Wealth Concepts LLC | 19 | 19 | 0.04% | 0.12% | 0.22% | Q1 2019 | Q3 2023 | 19 |
CWM, LLC | 10 | 8 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q3 2023 | 18 |
American Portfolios Advisors | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 18 |
Carnegie Capital Asset Management, LLC | 18 | 18 | 0.01% | 0.12% | 0.27% | Q2 2019 | Q3 2023 | 18 |
Prospera Financial Services Inc | 18 | 18 | 0.07% | 0.15% | 0.22% | Q2 2019 | Q3 2023 | 18 |
Private Advisory Group LLC | 18 | 18 | 0.08% | 0.31% | 0.83% | Q2 2019 | Q3 2023 | 18 |
ATWOOD & PALMER INC | 18 | 18 | 0.01% | 0.46% | 1.00% | Q2 2019 | Q3 2023 | 18 |
WRAPMANAGER INC | 17 | 17 | 0.16% | 0.25% | 0.39% | Q2 2018 | Q2 2022 | 17 |
NewEdge Advisors, LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
HighTower Advisors, LLC | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
AdvisorNet Financial, Inc | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Bellecapital International Ltd. | 16 | 16 | 0.12% | 0.50% | 0.95% | Q4 2019 | Q3 2023 | 16 |
FCA CORP /TX | 15 | 1 | 0.17% | 1.06% | 1.39% | Q3 2018 | Q2 2023 | 16 |
Quad-Cities Investment Group, LLC | 11 | 5 | 0.05% | 0.19% | 0.34% | Q3 2018 | Q3 2023 | 16 |
COMMONWEALTH EQUITY SERVICES, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
THRIVENT FINANCIAL FOR LUTHERANS | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
S.E.E.D. Planning Group LLC | 16 | 16 | 1.27% | 1.85% | 2.16% | Q4 2019 | Q3 2023 | 16 |
Insight Wealth Partners, LLC | 16 | 16 | 0.12% | 0.40% | 0.70% | Q4 2019 | Q3 2023 | 16 |
BCS Wealth Management | 16 | 16 | 0.28% | 1.27% | 2.43% | Q4 2019 | Q3 2023 | 16 |
Kessler Investment Group, LLC | 15 | 15 | 0.01% | 0.02% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Cornerstone Wealth Management, LLC | 14 | 1 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q3 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
STIFEL FINANCIAL CORP | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
GILL CAPITAL PARTNERS, LLC | 15 | 15 | 0.17% | 1.76% | 3.66% | Q1 2020 | Q3 2023 | 15 |
CAPTRUST FINANCIAL ADVISORS | 9 | 1 | 0.00% | 0.02% | 0.11% | Q4 2018 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 14 |
ADVISORS MANAGEMENT GROUP INC /ADV | 14 | 14 | 0.11% | 0.49% | 0.72% | Q3 2018 | Q4 2021 | 14 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 14 | 14 | 0.06% | 0.11% | 0.24% | Q2 2019 | Q3 2022 | 14 |
Pacific Wealth Strategies Group, Inc. | 10 | 4 | 0.14% | 0.95% | 1.57% | Q3 2019 | Q3 2023 | 14 |
SHUFRO ROSE & CO LLC | 14 | 14 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Vista Private Wealth Partners. LLC | 14 | 14 | 1.50% | 2.21% | 2.64% | Q1 2020 | Q2 2023 | 14 |
Western Wealth Management, LLC | 10 | 4 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q3 2022 | 14 |
WINTRUST INVESTMENTS LLC | 8 | 5 | 0.05% | 0.08% | 0.14% | Q2 2020 | Q3 2023 | 13 |
Avior Wealth Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.03% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Steward Partners Investment Advisory, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
1834 INVESTMENT ADVISORS CO | 8 | 4 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q2 2022 | 12 |
Paradiem, LLC | 12 | 12 | 0.50% | 0.61% | 0.71% | Q4 2020 | Q3 2023 | 12 |
Financial Gravity Asset Management, Inc. | 9 | 3 | 0.00% | 0.11% | 0.21% | Q1 2019 | Q3 2023 | 12 |
CALTON & ASSOCIATES, INC. | 12 | 12 | 0.07% | 0.08% | 0.10% | Q2 2019 | Q1 2022 | 12 |
OLD MISSION CAPITAL LLC | 6 | 1 | 0.01% | 0.05% | 0.25% | Q3 2018 | Q3 2023 | 12 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.00% | 0.13% | 0.33% | Q4 2019 | Q2 2023 | 12 |
Beaumont Financial Partners, LLC | 12 | 12 | 0.03% | 0.07% | 0.27% | Q4 2019 | Q3 2022 | 12 |
COLLECTIVE FAMILY OFFICE LLC | 12 | 12 | 0.15% | 1.76% | 4.25% | Q4 2020 | Q3 2023 | 12 |
Retirement Solution Inc. | 12 | 12 | 0.73% | 1.24% | 1.57% | Q4 2020 | Q3 2023 | 12 |
4Thought Financial Group Inc. | 11 | 11 | 0.52% | 0.63% | 0.85% | Q1 2021 | Q3 2023 | 11 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 11 |
Advisory Alpha, LLC | 11 | 11 | 0.30% | 0.38% | 0.60% | Q1 2021 | Q3 2023 | 11 |
Aspen Investment Management Inc | 11 | 11 | 0.11% | 0.15% | 0.21% | Q4 2019 | Q2 2022 | 11 |
BANTA ASSET MANAGEMENT LP | 11 | 11 | 0.39% | 1.69% | 2.50% | Q1 2021 | Q3 2023 | 11 |
American Institute for Advanced Investment Management, LLP | 10 | 10 | 0.16% | 0.28% | 0.35% | Q4 2019 | Q1 2022 | 10 |
Wealthspire Advisors, LLC | 9 | 1 | 0.01% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Bradley & Co. Private Wealth Management, LLC | 6 | 4 | 0.08% | 0.15% | 0.40% | Q1 2021 | Q3 2023 | 10 |
Ameritas Investment Company, LLC | 9 | 1 | 0.00% | 0.04% | 0.09% | Q4 2018 | Q3 2021 | 10 |
Capital Analysts, LLC | 6 | 4 | 0.00% | 0.03% | 0.09% | Q3 2019 | Q3 2023 | 10 |
WEALTHSOURCE PARTNERS, LLC | 7 | 3 | 0.03% | 0.17% | 0.23% | Q1 2020 | Q3 2023 | 10 |
Mascoma Wealth Management LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Spire Wealth Management | 10 | 10 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q2 2023 | 10 |
D.A. DAVIDSON & CO. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
VALLEY NATIONAL ADVISERS INC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 9 |
Avestar Capital, LLC | 9 | 9 | 0.22% | 0.33% | 0.45% | Q1 2020 | Q1 2022 | 9 |
Independence Bank of Kentucky | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
AMERIPRISE FINANCIAL INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
TCG Advisory Services, LLC | 9 | 9 | 0.10% | 0.32% | 0.79% | Q4 2020 | Q4 2022 | 9 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 9 |
Straight Path Wealth Management | 8 | 8 | 0.22% | 1.61% | 3.11% | Q4 2021 | Q3 2023 | 8 |
IHT Wealth Management, LLC | 8 | 8 | 0.10% | 0.14% | 0.18% | Q1 2020 | Q4 2021 | 8 |
Stratos Wealth Partners, LTD. | 6 | 2 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 8 |
B. Riley Wealth Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
FMR LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 8 |
Friedenthal Financial | 4 | 2 | 0.14% | 0.18% | 0.33% | Q3 2020 | Q1 2023 | 8 |
WESPAC Advisors, LLC | 4 | 2 | 0.13% | 0.30% | 0.50% | Q1 2019 | Q3 2023 | 8 |
Blue Barn Wealth, LLC | 8 | 8 | 1.10% | 1.77% | 2.62% | Q4 2021 | Q3 2023 | 8 |
Rockefeller Capital Management L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Kesler, Norman & Wride, LLC | 8 | 8 | 0.06% | 0.42% | 0.52% | Q4 2020 | Q3 2022 | 8 |
FCG ADVISORS, LLC | 8 | 8 | 0.09% | 0.36% | 0.68% | Q4 2018 | Q3 2020 | 8 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 8 | 8 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Masso Torrence Wealth Management Inc. | 8 | 8 | 1.62% | 1.99% | 2.28% | Q4 2021 | Q3 2023 | 8 |
Sargent Bickham Lagudis LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
Wealthstar Advisors, LLC | 8 | 8 | 0.15% | 0.24% | 0.48% | Q4 2021 | Q3 2023 | 8 |
PATTON ALBERTSON MILLER GROUP, LLC | 8 | 8 | 0.04% | 0.20% | 0.27% | Q4 2021 | Q3 2023 | 8 |
RFG Advisory, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Northwest Bancshares, Inc. | 7 | 7 | 0.08% | 0.14% | 0.21% | Q2 2020 | Q4 2021 | 7 |
Carmel Capital Partners, LLC | 7 | 7 | 0.18% | 0.45% | 0.78% | Q1 2022 | Q3 2023 | 7 |
B. Riley Wealth Management, Inc. | 7 | 7 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q2 2021 | 7 |
AE Wealth Management LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Cetera Advisor Networks LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 7 |
Freedom Investment Management, Inc. | 7 | 7 | 0.02% | 0.05% | 0.09% | Q1 2021 | Q3 2022 | 7 |
WFA of San Diego, LLC | 5 | 2 | 0.11% | 0.26% | 0.41% | Q4 2021 | Q3 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
FIFTH THIRD BANCORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Mariner, LLC | 4 | 3 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 7 |
TI-TRUST, INC | 7 | 7 | 0.19% | 0.20% | 0.22% | Q1 2022 | Q3 2023 | 7 |
IRON Financial LLC | 7 | 7 | 0.16% | 0.38% | 0.46% | Q1 2022 | Q3 2023 | 7 |
Meridian Wealth Management, LLC | 5 | 1 | 0.05% | 0.09% | 0.11% | Q2 2019 | Q2 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 7 |
TD Waterhouse Canada Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Sowell Financial Services LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 6 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2019 | 6 |
TCG Advisors, LP | 6 | 6 | 0.05% | 0.52% | 0.84% | Q1 2019 | Q2 2020 | 6 |
Prosperity Planning, Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 6 |
Ameritas Advisory Services, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Ellevest, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2020 | 6 |
Horizons Wealth Management | 6 | 6 | 0.54% | 0.83% | 1.12% | Q2 2022 | Q3 2023 | 6 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2021 | 6 |
LINCOLN NATIONAL CORP | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2022 | 6 |
Oxbow Advisors, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q4 2022 | 6 |
Delta Investment Management, LLC | 6 | 6 | 0.35% | 0.55% | 0.76% | Q2 2022 | Q3 2023 | 6 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
WealthBridge Capital Management, LLC | 6 | 6 | 0.16% | 0.19% | 0.23% | Q2 2022 | Q3 2023 | 6 |
Ballew Advisors, Inc | 5 | 1 | 0.15% | 0.76% | 1.04% | Q2 2021 | Q3 2023 | 6 |
US BANCORP \DE\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
PNC FINANCIAL SERVICES GROUP, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Valeo Financial Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 5 |
HSBC HOLDINGS PLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Avidian Wealth Solutions, LLC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 5 |
AVANTAX ADVISORY SERVICES, INC. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
FORTE ASSET MANAGEMENT LLC | 5 | 5 | 0.42% | 0.43% | 0.44% | Q2 2022 | Q2 2023 | 5 |
Oder Investment Management, LLC | 2 | 1 | 2.03% | 3.96% | 4.64% | Q4 2020 | Q3 2023 | 5 |
Timber Creek Capital Management LLC | 5 | 5 | 0.01% | 0.75% | 1.86% | Q3 2021 | Q3 2022 | 5 |
Renaissance Technologies | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Migdal Insurance & Financial Holdings Ltd. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Accel Wealth Management | 5 | 5 | 0.05% | 0.07% | 0.10% | Q1 2022 | Q1 2023 | 5 |
OPTIMUM INVESTMENT ADVISORS | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2022 | 5 |
Tower Research Capital LLC (TRC) | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Harrison & Co Wealth Management, LLC | 5 | 5 | 2.23% | 2.50% | 2.75% | Q4 2021 | Q4 2022 | 5 |
Revolve Wealth Partners, LLC | 3 | 2 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q1 2023 | 5 |
WEBSTER BANK, N. A. | 5 | 5 | 0.05% | 0.07% | 0.10% | Q3 2022 | Q3 2023 | 5 |
OneDigital Investment Advisors LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 5 |
FinDec Wealth Services, Inc. | 4 | 4 | 0.21% | 0.23% | 0.25% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
JPMORGAN CHASE & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 4 |
Invesco Ltd. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 4 |
Bluefin Trading, LLC | 4 | 4 | 0.17% | 0.20% | 0.24% | Q2 2018 | Q1 2019 | 4 |
MGO ONE SEVEN LLC | 3 | 1 | 0.01% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 4 |
Financial Architects, Inc | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2020 | 4 |
Chicago Partners Investment Group LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q4 2019 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.07% | 0.17% | 0.22% | Q4 2018 | Q3 2023 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 4 |
Hennion & Walsh Asset Management, Inc. | 3 | 1 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q2 2022 | 4 |
REBALANCE, LLC | 4 | 4 | 0.24% | 0.27% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Werba Rubin Papier Wealth Management | 4 | 4 | 1.43% | 1.69% | 1.85% | Q4 2022 | Q3 2023 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Parallel Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Equitable Holdings, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Sound Stewardship, LLC | 4 | 4 | 1.36% | 1.43% | 1.56% | Q4 2022 | Q3 2023 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2021 | 4 |
Rehmann Capital Advisory Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2021 | 4 |
Latitude Advisors, LLC | 4 | 4 | 0.18% | 0.23% | 0.29% | Q4 2022 | Q3 2023 | 4 |
OXFORD FINANCIAL GROUP, LTD. LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 3 |
Edge Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Baystate Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Moors & Cabot, Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q4 2018 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.05% | 0.21% | 0.41% | Q1 2023 | Q3 2023 | 3 |
BDO Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
RFP Financial Group LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Global Financial Private Capital, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
LEE JOHNSON CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.54% | 0.61% | 0.69% | Q4 2021 | Q2 2022 | 3 |
Alaska Permanent Capital Management | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Clear Harbor Asset Management, LLC | 3 | 3 | 0.04% | 0.14% | 0.20% | Q3 2022 | Q1 2023 | 3 |
Strategic Wealth Management Group, LLC | 3 | 3 | 0.14% | 0.26% | 0.48% | Q4 2020 | Q2 2021 | 3 |
Tyler-Stone Wealth Management | 2 | 1 | 0.01% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 3 |
Global Retirement Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Balboa Wealth Partners | 2 | 1 | 0.07% | 0.09% | 0.12% | Q3 2022 | Q2 2023 | 3 |
WHITENER CAPITAL MANAGEMENT, INC. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q3 2019 | 3 |
Beacon Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Lineweaver Wealth Advisors, LLC | 3 | 3 | 0.14% | 0.17% | 0.18% | Q4 2019 | Q2 2020 | 3 |
Crescent Capital Consulting, LLC | 3 | 3 | 2.92% | 3.43% | 3.76% | Q2 2021 | Q4 2021 | 3 |
Arlington Capital Management, Inc. | 3 | 3 | 0.35% | 0.39% | 0.44% | Q4 2022 | Q2 2023 | 3 |
Foundations Investment Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 1.26% | 1.48% | 1.68% | Q4 2022 | Q3 2023 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
1ST SOURCE BANK | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Gladstone Institutional Advisory LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 3 |
JT Stratford LLC | 3 | 3 | 0.13% | 0.20% | 0.25% | Q2 2019 | Q4 2019 | 3 |
Enterprise Trust & Investment Co | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Private Ocean, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Wealth Advisory Solutions, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q3 2020 | 2 |
Allspring Global Investments Holdings, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
LifePro Asset Management | 2 | 2 | 0.34% | 0.45% | 0.56% | Q2 2020 | Q3 2020 | 2 |
Tri-Star Advisors Inc. | 2 | 2 | 2.51% | 2.68% | 2.86% | Q2 2020 | Q3 2020 | 2 |
Allworth Financial LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q1 2020 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.01% | 0.12% | 0.23% | Q4 2022 | Q1 2023 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q1 2019 | 2 |
Newbridge Financial Services Group, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 2 | 0.16% | 0.20% | 0.24% | Q4 2021 | Q1 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.10% | 0.10% | 0.11% | Q4 2021 | Q1 2022 | 2 |
Winslow, Evans & Crocker, Inc. | 2 | 2 | 0.00% | 0.03% | 0.07% | Q3 2020 | Q4 2020 | 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 2 |
DEUTSCHE BANK AG\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
NEXT Financial Group, Inc | 2 | 2 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q2 2021 | 2 |
Intrua Financial, LLC | 2 | 2 | 0.19% | 0.20% | 0.20% | Q4 2022 | Q1 2023 | 2 |
ENTERPRISE FINANCIAL SERVICES CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
LexAurum Advisors, LLC | 2 | 2 | 0.67% | 0.67% | 0.67% | Q2 2021 | Q3 2021 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2022 | Q1 2023 | 2 |
HBK Sorce Advisory LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q2 2019 | 2 |
EVEXIA WEALTH LLC | 2 | 2 | 0.32% | 0.34% | 0.37% | Q2 2023 | Q3 2023 | 2 |
Worth Asset Management, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q1 2023 | 2 |
HHM Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q2 2020 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
CABANA LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 2 |
Advisor Resource Council | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 2 |
TRUIST FINANCIAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Beaumont Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2021 | Q1 2021 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Simplicity Wealth,LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
DENVER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WT Wealth Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Vigilare Wealth Management | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
Stelac Advisory Services LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Homrich & Berg | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Private Vista, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Koss-Olinger Consulting, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Ranch Capital Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Altrius Capital Management Inc | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2020 | Q4 2020 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
IFS Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 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.