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 28280.02%0.22%0.32%Q1 2016Q4 202228
Anchor Investment Management, LLC 25250.03%0.55%1.49%Q3 2017Q3 202325
WELLS FARGO & COMPANY/MN 22220.01%0.01%0.03%Q2 2018Q3 202322
Raymond James Financial Services Advisors, Inc. 22220.02%0.05%0.07%Q2 2018Q3 202322
AMERIPRISE FINANCIAL INC 22220.01%0.01%0.01%Q2 2018Q3 202322
Baird Financial Group, Inc. 22220.00%0.01%0.03%Q2 2018Q3 202322
STIFEL FINANCIAL CORP 22220.00%0.01%0.01%Q2 2018Q3 202322
Integrated Wealth Concepts LLC 22220.26%0.64%1.48%Q2 2018Q3 202322
LPL Financial LLC 22220.00%0.02%0.08%Q2 2018Q3 202322
Chesley Taft & Associates LLC 22220.01%0.04%0.06%Q2 2018Q3 202322
1834 INVESTMENT ADVISORS CO 22220.03%1.66%3.51%Q2 2018Q3 202322
Mirador Capital Partners LP 22220.34%2.51%5.19%Q2 2018Q3 202322
Carnegie Capital Asset Management, LLC 22220.14%0.48%0.77%Q2 2018Q3 202322
Ameritas Investment Partners, Inc. 22220.00%0.01%0.01%Q2 2018Q3 202322
Sound Income Strategies, LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
Cambridge Investment Research Advisors, Inc. 22220.01%0.04%0.07%Q2 2018Q3 202322
IMA Wealth, Inc. 22220.01%2.49%5.52%Q2 2018Q3 202322
Aspen Investment Management Inc 22220.20%2.14%5.22%Q2 2018Q3 202322
Janney Montgomery Scott LLC 22220.06%0.08%0.10%Q2 2018Q3 202322
Ballew Advisors, Inc 22220.02%0.30%0.63%Q2 2018Q3 202322
DAVIS R M INC 22220.06%0.29%0.53%Q2 2018Q3 202322
VALLEY NATIONAL ADVISERS INC 22220.07%0.30%0.81%Q2 2018Q3 202322
ROYAL BANK OF CANADA 22220.00%0.00%0.01%Q2 2018Q3 202322
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 22220.10%0.18%0.34%Q2 2018Q3 202322
JPMORGAN CHASE & CO 22220.00%0.00%0.00%Q2 2018Q3 202322
RAYMOND JAMES & ASSOCIATES 22220.01%0.02%0.02%Q2 2018Q3 202322
MORGAN STANLEY 22220.01%0.01%0.01%Q2 2018Q3 202322
MML INVESTORS SERVICES, LLC 22220.01%0.02%0.04%Q2 2018Q3 202322
BANK OF AMERICA CORP /DE/ 22220.00%0.01%0.01%Q2 2018Q3 202322
Brookstone Capital Management 22220.03%1.50%3.65%Q2 2018Q3 202322
Ironwood Financial, llc 22220.00%1.92%3.83%Q2 2018Q3 202322
Financial Advisory Group 22220.46%0.58%0.85%Q2 2018Q3 202322
EASTERN BANK 22220.97%1.12%1.39%Q2 2018Q3 202322
UBS Group AG 22220.00%0.01%0.02%Q2 2018Q3 202322
Asset Dedication, LLC 22221.02%2.53%5.34%Q2 2018Q3 202322
First Command Financial Services, Inc. 21210.02%1.53%4.93%Q2 2018Q2 202321
Marietta Wealth Management, LLC 21210.46%2.13%3.13%Q2 2018Q2 202321
MCF Advisors LLC 1470.00%0.04%0.08%Q2 2018Q3 202321
STEPHENS INC /AR/ 21210.01%0.09%0.21%Q3 2018Q3 202321
First Command Bank 21210.02%1.93%4.93%Q2 2018Q2 202321
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 21210.01%0.30%0.87%Q3 2018Q3 202321
NewEdge Advisors, LLC 21210.00%0.03%0.08%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Independence Bank of Kentucky 21210.02%0.05%0.16%Q3 2018Q3 202321
AdvisorNet Financial, Inc 21210.00%0.02%0.04%Q3 2018Q3 202321
BerganKDV Wealth Management, LLC 21210.00%0.01%0.01%Q2 2018Q2 202321
Vigilant Capital Management, LLC 21210.02%0.04%0.04%Q2 2018Q2 202321
Sigma Planning Corp 21210.01%0.10%0.22%Q3 2018Q3 202321
Global Retirement Partners, LLC 1470.05%0.08%0.13%Q2 2018Q3 202321
Cetera Advisor Networks LLC 21210.01%0.02%0.04%Q3 2018Q3 202321
COMMONWEALTH EQUITY SERVICES, LLC 21210.00%0.04%0.06%Q3 2018Q3 202321
BENEDICT FINANCIAL ADVISORS INC 21210.11%0.58%1.33%Q3 2018Q3 202321
Private Advisor Group, LLC 1920.01%0.04%0.11%Q2 2018Q3 202321
HighTower Advisors, LLC 21210.01%0.02%0.03%Q3 2018Q3 202321
Laurel Wealth Advisors LLC 20200.03%0.08%0.14%Q4 2018Q3 202320
HHM Wealth Advisors, LLC 20200.01%0.10%0.16%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.04%0.15%0.23%Q4 2018Q3 202320
Flaharty Asset Management, LLC 20200.13%0.38%0.81%Q4 2018Q3 202320
Strategic Family Wealth Counselors, L.L.C. 20200.26%2.40%4.88%Q4 2018Q3 202320
UNITED CAPITAL FINANCIAL ADVISORS, LLC 20200.00%0.00%0.01%Q2 2018Q1 202320
Ellevest, Inc. 20200.00%0.06%0.12%Q4 2018Q3 202320
Sutton Wealth Advisors Inc. 20200.05%0.15%0.26%Q4 2018Q3 202320
Rockefeller Capital Management L.P. 20200.00%0.00%0.01%Q4 2018Q3 202320
Financial Architects, Inc 1640.01%0.13%0.32%Q2 2018Q2 202320
Cetera Advisors LLC 20200.01%0.03%0.05%Q4 2018Q3 202320
CWM, LLC 1180.00%0.06%0.16%Q4 2018Q3 202319
Kessler Investment Group, LLC 19190.39%0.86%1.68%Q1 2019Q3 202319
DAVENPORT & Co LLC 19190.00%0.00%0.02%Q1 2019Q3 202319
Gs Investments, Inc. 19190.04%0.37%1.16%Q2 2018Q4 202219
RVW Wealth, LLC 19190.14%0.28%0.44%Q1 2019Q3 202319
ENVESTNET ASSET MANAGEMENT INC 19190.00%0.00%0.01%Q1 2019Q3 202319
Cypress Capital Group 19190.05%0.17%0.27%Q3 2018Q1 202319
Aevitas Wealth Management, Inc. 19190.31%0.48%0.75%Q2 2018Q4 202219
WINTRUST INVESTMENTS LLC 920.04%0.21%0.75%Q2 2018Q3 202319
Cribstone Capital Management, LLC 19190.47%1.10%2.97%Q2 2018Q4 202219
Stonebridge Capital Advisors LLC 19190.77%1.31%1.68%Q1 2019Q3 202319
OPTIMUM INVESTMENT ADVISORS 19190.03%0.24%0.47%Q1 2019Q3 202319
HM PAYSON & CO 19190.04%0.87%1.78%Q1 2019Q3 202319
COOKSON PEIRCE & CO INC 19190.02%0.72%0.98%Q2 2018Q4 202219
SFE Investment Counsel 19190.11%0.77%1.26%Q1 2019Q3 202319
Exchange Capital Management, Inc. 19190.07%0.87%2.44%Q1 2019Q3 202319
Western Wealth Management, LLC 1180.02%0.09%0.19%Q4 2018Q3 202319
AlphaStar Capital Management, LLC 19190.08%0.17%0.28%Q1 2019Q3 202319
SHUFRO ROSE & CO LLC 18180.02%0.59%3.34%Q2 2019Q3 202318
Smithfield Trust Co 18180.00%0.00%0.01%Q2 2018Q3 202218
WHITENER CAPITAL MANAGEMENT, INC. 1440.05%0.11%0.15%Q1 2019Q3 202318
CAPTRUST FINANCIAL ADVISORS 1710.00%0.02%0.04%Q4 2018Q3 202318
AVANTAX ADVISORY SERVICES, INC. 18180.00%0.02%0.05%Q2 2019Q3 202318
ProVise Management Group, LLC 18180.06%0.22%0.39%Q2 2019Q3 202318
Neuberger Berman Group LLC 18180.00%0.00%0.00%Q4 2018Q1 202318
Linscomb & Williams, Inc. 18180.02%0.03%0.05%Q2 2018Q3 202218
IFP Advisors, Inc 830.00%0.01%0.04%Q2 2018Q3 202318
NOTTINGHAM ADVISORS, INC. 1350.02%0.20%0.40%Q3 2018Q1 202318
Geneos Wealth Management Inc. 1620.00%0.03%0.09%Q3 2018Q3 202318
VAUGHAN DAVID INVESTMENTS LLC/IL 18180.03%0.17%0.29%Q2 2019Q3 202318
ATWOOD & PALMER INC 18180.01%0.32%0.51%Q2 2019Q3 202318
American Portfolios Advisors 18180.00%0.01%0.05%Q2 2018Q3 202218
JANE STREET GROUP, LLC 1010.00%0.01%0.02%Q3 2018Q3 202318
FCA CORP /TX 18180.52%2.01%3.06%Q1 2019Q2 202318
TrinityPoint Wealth, LLC 18180.05%0.08%0.14%Q2 2019Q3 202318
Lido Advisors, LLC 18180.02%1.48%3.62%Q2 2019Q3 202318
Segment Wealth Management, LLC 18180.05%0.09%0.13%Q1 2019Q2 202318
Pacifica Partners Inc. 17170.00%0.01%0.01%Q4 2019Q4 202317
Beaumont Financial Partners, LLC 17170.06%0.48%0.98%Q3 2018Q3 202217
Cresset Asset Management, LLC 1430.00%0.16%0.81%Q1 2019Q3 202317
Curbstone Financial Management Corp 17170.29%1.01%1.37%Q3 2019Q3 202317
Prospera Financial Services Inc 1250.04%0.06%0.07%Q2 2019Q3 202317
First Fiduciary Investment Counsel, Inc. 17170.04%0.15%0.78%Q2 2018Q2 202217
NOVARE CAPITAL MANAGEMENT LLC 17170.10%0.30%0.68%Q3 2019Q3 202317
American Institute for Advanced Investment Management, LLP 16160.55%1.55%2.41%Q4 2019Q3 202316
Insight Wealth Partners, LLC 16160.17%0.64%1.24%Q4 2019Q3 202316
Valmark Advisers, Inc. 16160.01%0.03%0.13%Q4 2019Q3 202316
BUTENSKY & COHEN FINANCIAL SECURITY, INC 16160.12%0.19%0.25%Q4 2019Q3 202316
Edge Wealth Management LLC 16160.18%1.07%2.31%Q4 2019Q3 202316
BCS Wealth Management 16161.35%3.05%5.88%Q4 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.01%0.02%0.03%Q4 2019Q3 202316
PNC FINANCIAL SERVICES GROUP, INC. 16160.00%0.00%0.00%Q4 2019Q3 202316
COLONY GROUP LLC 1220.02%0.18%0.31%Q2 2019Q3 202316
Red Spruce Capital, LLC 16161.03%2.98%4.03%Q4 2019Q3 202316
Stratos Wealth Partners, LTD. 1510.00%0.03%0.06%Q3 2018Q3 202316
RFG Advisory, LLC 16160.02%0.08%0.17%Q4 2019Q3 202316
FC Advisory LLC 1240.10%0.15%0.24%Q3 2019Q3 202316
THRIVENT FINANCIAL FOR LUTHERANS 16160.00%0.01%0.01%Q4 2019Q3 202316
LINCOLN NATIONAL CORP 910.01%0.01%0.02%Q3 2018Q3 202316
MARINER INDEPENDENT ADVISOR NETWORK, LLC 970.01%0.04%0.14%Q3 2018Q3 202216
S.E.E.D. Planning Group LLC 16162.82%4.67%6.02%Q4 2019Q3 202316
LEAVELL INVESTMENT MANAGEMENT, INC. 16160.04%0.18%0.36%Q4 2019Q3 202316
Vista Private Wealth Partners. LLC 15150.23%0.38%0.89%Q1 2019Q3 202215
Pacific Wealth Strategies Group, Inc. 15150.37%1.84%2.67%Q1 2020Q3 202315
New Potomac Partners, LLC 15150.14%0.44%1.08%Q1 2020Q3 202315
Oliver Luxxe Assets LLC 15150.09%0.40%0.72%Q3 2018Q1 202215
Sculati Wealth Management, LLC 15150.19%0.51%0.85%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.02%0.04%Q1 2020Q3 202315
TLWM 15150.37%2.30%4.16%Q1 2020Q3 202315
FMR LLC 910.00%0.00%0.00%Q1 2019Q3 202315
Atlantic Union Bankshares Corp 15150.04%0.12%0.73%Q1 2020Q3 202315
Hilltop Holdings Inc. 15150.05%0.13%0.35%Q1 2019Q3 202215
Gradient Investments LLC 1410.00%0.29%0.62%Q2 2018Q3 202315
Community Bank, N.A. 1140.00%0.00%0.00%Q4 2018Q1 202315
CX Institutional 15150.01%0.02%0.03%Q1 2019Q3 202215
Advisory Services Network, LLC 1110.01%0.02%0.04%Q2 2018Q2 202315
Citadel Advisors 710.00%0.00%0.00%Q2 2018Q3 202315
AE Wealth Management LLC 770.00%0.02%0.06%Q2 2019Q3 202314
Apella Capital, LLC 1220.06%0.25%0.73%Q1 2020Q3 202314
COURIER CAPITAL LLC 14140.09%0.51%0.77%Q2 2020Q3 202314
LEVEL FOUR ADVISORY SERVICES, LLC 770.02%0.18%0.32%Q2 2019Q3 202314
WEALTHSOURCE PARTNERS, LLC 950.02%0.39%1.09%Q4 2019Q3 202314
Well Done, LLC 14140.06%0.29%0.70%Q2 2020Q3 202314
Cypress Wealth Services, LLC 14140.12%0.17%0.24%Q2 2020Q3 202314
Steward Partners Investment Advisory, LLC 14140.00%0.01%0.01%Q2 2020Q3 202314
Snowden Capital Advisors LLC 820.01%0.01%0.02%Q3 2019Q3 202314
AMJ Financial Wealth Management 14140.11%0.20%0.38%Q2 2020Q3 202314
SNS Financial Group, LLC 14140.08%2.26%3.42%Q2 2020Q3 202314
Motley Fool Wealth Management, LLC 13131.00%1.65%2.36%Q2 2020Q2 202313
US BANCORP \DE\ 13130.00%0.00%0.01%Q3 2020Q3 202313
SENTINEL PENSION ADVISORS INC 13130.39%3.26%4.30%Q3 2020Q3 202313
Cornerstone Wealth Management, LLC 1030.04%0.62%1.02%Q2 2020Q3 202313
Clearstead Advisors, LLC 13130.01%0.01%0.01%Q3 2020Q3 202313
Nikulski Financial, Inc. 13130.22%0.49%0.71%Q1 2020Q1 202313
Kestra Advisory Services, LLC 13130.02%0.16%0.26%Q3 2020Q3 202313
Key FInancial Inc 1210.08%0.16%0.31%Q1 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.00%0.03%0.06%Q3 2020Q3 202313
Trilogy Capital Inc. 12120.34%0.41%0.64%Q4 2020Q3 202312
Mariner, LLC 930.00%0.03%0.04%Q1 2019Q3 202312
WEBSTER BANK, N. A. 12120.01%0.04%0.12%Q4 2020Q3 202312
Paradiem, LLC 12120.79%1.01%1.26%Q4 2020Q3 202312
Goepper Burkhardt LLC 12122.40%3.67%4.61%Q4 2020Q3 202312
MOTCO 12120.00%0.00%0.00%Q4 2020Q3 202312
Retirement Solution Inc. 12120.79%1.32%1.91%Q4 2020Q3 202312
Alhambra Investment Management LLC 12120.15%0.41%0.53%Q1 2020Q4 202212
Solitude Financial Services 12120.55%0.97%1.61%Q4 2020Q3 202312
3D/L Capital Management, LLC 12120.00%0.14%0.25%Q4 2020Q3 202312
FIRST NATIONAL CORP /MA/ /ADV 12120.07%0.12%0.15%Q2 2020Q1 202312
Leisure Capital Management 12120.35%0.69%1.33%Q1 2020Q4 202212
Legacy Financial Group LLC 12120.06%2.39%4.03%Q4 2020Q3 202312
IHT Wealth Management, LLC 12120.04%0.05%0.07%Q1 2019Q4 202112
QUEST CAPITAL MANAGEMENT INC /ADV 12120.05%0.08%0.12%Q1 2019Q4 202112
OLD MISSION CAPITAL LLC 410.01%0.06%0.28%Q2 2018Q3 202312
True Link Financial Advisors, LLC 12120.02%1.54%3.11%Q4 2020Q3 202312
Valeo Financial Advisors, LLC 12120.00%0.00%0.00%Q2 2018Q1 202112
Bray Capital Advisors 12120.01%0.01%0.01%Q4 2020Q3 202312
RPg Family Wealth Advisory, LLC 840.03%0.12%0.21%Q1 2019Q1 202212
MONTAG A & ASSOCIATES INC 12120.16%0.38%0.76%Q4 2020Q3 202312
Venture Visionary Partners LLC 12120.04%0.05%0.07%Q4 2020Q3 202312
Heartwood Wealth Advisors LLC 12120.49%0.55%0.64%Q4 2019Q3 202212
FAS Wealth Partners, Inc. 12120.01%0.01%0.02%Q4 2019Q3 202212
KANAWHA CAPITAL MANAGEMENT LLC 12120.05%0.10%0.17%Q3 2020Q2 202312
Harfst & Associates, Inc. 12120.14%0.44%0.57%Q1 2020Q4 202212
KINGS POINT CAPITAL MANAGEMENT 11110.01%0.01%0.02%Q3 2019Q1 202211
HENGEHOLD CAPITAL MANAGEMENT LLC 11110.66%0.78%0.86%Q1 2021Q3 202311
Legacy Private Trust Co. 1010.02%0.36%1.00%Q4 2020Q3 202311
Addison Advisors LLC 1011.05%1.72%2.13%Q4 2020Q3 202311
TRUIST FINANCIAL CORP 650.00%0.01%0.02%Q4 2019Q3 202311
GSB Wealth Management, LLC 11110.13%0.38%0.87%Q1 2021Q3 202311
EP Wealth Advisors, LLC 710.01%0.01%0.02%Q4 2018Q3 202311
Bruderman Asset Management, LLC 920.03%0.62%1.04%Q1 2019Q4 202111
Whitegate Investment Counselors, Inc. 11110.04%0.16%0.33%Q1 2019Q3 202111
NORTHWEST INVESTMENT COUNSELORS, LLC 810.01%0.01%0.01%Q3 2019Q3 202311
Freedom Investment Management, Inc. 11110.03%0.06%0.06%Q1 2021Q3 202311
WT Wealth Management 11110.10%0.18%0.24%Q2 2020Q4 202211
PRIVATE TRUST CO NA 11110.03%0.05%0.06%Q1 2021Q3 202311
4Thought Financial Group Inc. 11112.14%2.38%2.65%Q1 2021Q3 202311
Orion Capital Management LLC 1010.04%0.08%0.11%Q4 2020Q3 202311
Blue Barn Wealth, LLC 10100.76%2.58%5.66%Q2 2021Q3 202310
Essex Private Wealth Management, LLC 10100.35%0.48%1.09%Q4 2019Q1 202210
Blossom Wealth Management 10102.81%4.01%5.25%Q2 2021Q3 202310
Advisors Preferred, LLC 10100.48%1.79%5.88%Q1 2020Q2 202210
Iowa State Bank 10100.09%0.12%0.20%Q1 2020Q2 202210
ADVISORS MANAGEMENT GROUP INC /ADV 10100.69%1.52%2.00%Q3 2019Q4 202110
Chicago Partners Investment Group LLC 10100.02%0.07%0.10%Q4 2018Q1 202110
Heron Bay Capital Management 10100.11%0.16%0.25%Q2 2021Q3 202310
MERCER GLOBAL ADVISORS INC /ADV 10100.00%0.01%0.02%Q2 2021Q3 202310
TRUST CO OF VERMONT 610.00%0.00%0.00%Q3 2019Q3 202310
Sullivan, Bruyette, Speros & Blaney, LLC 10100.02%0.02%0.02%Q4 2018Q1 202110
Barnett & Company, Inc. 730.03%0.05%0.09%Q2 2018Q1 202110
FCG ADVISORS, LLC 10100.45%1.00%1.48%Q2 2018Q3 202010
HUNTINGTON NATIONAL BANK 910.00%0.00%0.00%Q1 2021Q3 202310
IRON Financial LLC 10101.22%2.18%2.83%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.02%0.02%Q1 2021Q3 202310
Creative Planning 10100.00%0.00%0.00%Q2 2021Q3 202310
SMI Advisory Services, LLC 910.14%0.24%0.39%Q1 2021Q3 202310
Lineweaver Wealth Advisors, LLC 10100.08%0.16%0.29%Q4 2019Q1 202210
LifePlan Financial Group, Inc 10100.04%0.04%0.05%Q2 2018Q3 202010
Reitz Capital Advisors LLC 10100.41%1.64%2.31%Q4 2018Q1 202110
KESTRA PRIVATE WEALTH SERVICES, LLC 10100.26%0.33%0.54%Q2 2021Q3 202310
Fusion Family Wealth LLC 820.04%0.10%0.24%Q2 2018Q1 202210
Gladstone Institutional Advisory LLC 10100.04%0.13%0.22%Q2 2021Q3 202310
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 810.00%0.00%0.00%Q1 2019Q3 202310
Keel Point, LLC 10100.02%0.09%0.11%Q2 2021Q3 202310
Homrich & Berg 10100.01%0.02%0.04%Q2 2019Q3 202110
D.A. DAVIDSON & CO. 10100.01%0.02%0.02%Q2 2021Q3 202310
AlphaMark Advisors, LLC 10100.03%0.03%0.04%Q4 2019Q1 202210
RAYMOND JAMES TRUST N.A. 10100.01%0.01%0.02%Q3 2020Q4 202210
COLLECTIVE FAMILY OFFICE LLC 10100.12%0.25%0.50%Q4 2020Q1 202310
Apollon Wealth Management, LLC 990.05%0.09%0.14%Q3 2021Q3 20239
Patriot Financial Group Insurance Agency, LLC 990.00%0.00%0.01%Q2 2020Q2 20229
Klingman & Associates, LLC 990.08%0.62%1.10%Q2 2018Q2 20209
Wealthstreet Investment Advisors, LLC 990.05%0.07%0.09%Q1 2019Q1 20219
FIFTH THIRD BANCORP 990.00%0.00%0.00%Q3 2021Q3 20239
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 990.02%0.06%0.08%Q2 2021Q2 20239
Invesco Ltd. 990.00%0.00%0.01%Q3 2021Q3 20239
Tower Research Capital LLC (TRC) 630.00%0.00%0.00%Q2 2020Q3 20239
Ashfield Capital Partners, LLC 990.02%0.03%0.03%Q3 2020Q3 20229
Wealth Quarterback LLC 520.03%0.13%0.24%Q4 2019Q2 20239
Estate Counselors, LLC 990.01%0.32%0.45%Q4 2019Q4 20219
Private Vista, LLC 991.74%2.59%5.14%Q2 2018Q2 20209
TCG Advisory Services, LLC 990.96%1.35%2.51%Q4 2020Q4 20229
Renaissance Technologies 990.00%0.01%0.03%Q3 2021Q3 20239
Carroll Financial Associates, Inc. 990.00%0.00%0.00%Q4 2019Q4 20219
J.W. COLE ADVISORS, INC. 810.03%0.03%0.04%Q2 2021Q3 20239
Souders Financial Advisors 990.66%0.79%0.98%Q2 2020Q2 20229
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 810.00%0.01%0.02%Q1 2021Q3 20239
Beacon Pointe Advisors, LLC 990.01%0.01%0.02%Q3 2021Q3 20239
SPRENG CAPITAL MANAGEMENT, INC. 990.16%0.22%0.32%Q2 2020Q2 20229
3D ASSET MANAGEMENT, INC 990.15%0.19%0.25%Q3 2018Q3 20209
YHB Investment Advisors, Inc. 990.04%0.59%1.25%Q3 2020Q3 20229
STUDIO INVESTMENT MANAGEMENT LLC 880.00%0.25%0.88%Q4 2021Q3 20238
WESPAC Advisors, LLC 510.16%0.38%0.85%Q1 2019Q3 20238
Straight Path Wealth Management 880.62%2.09%4.02%Q4 2021Q3 20238
Raub Brock Capital Management LP 880.54%0.63%0.73%Q3 2018Q2 20208
Tatro Capital, LLC 880.29%4.98%6.08%Q2 2020Q1 20228
Avidian Wealth Solutions, LLC 880.02%0.04%0.06%Q4 2021Q3 20238
Marquette Asset Management, LLC 880.00%0.00%0.01%Q1 2019Q4 20208
SILVERLAKE WEALTH MANAGEMENT LLC 881.23%1.36%1.54%Q4 2021Q3 20238
Frontier Wealth Management LLC 530.01%0.07%0.12%Q2 2020Q2 20228
GREATMARK INVESTMENT PARTNERS, INC. 880.08%0.27%0.48%Q2 2021Q1 20238
SUSQUEHANNA INTERNATIONAL GROUP, LLP 510.00%0.00%0.00%Q1 2019Q3 20238
NORTHCAPE WEALTH MANAGEMENT, LLC 880.31%3.04%4.63%Q4 2021Q3 20238
Newport Capital Group, LLC 880.22%0.24%0.30%Q4 2020Q3 20228
McElhenny Sheffield Capital Management, LLC 880.11%0.14%0.21%Q3 2021Q2 20238
TRANSCEND CAPITAL ADVISORS, LLC 620.03%0.06%0.10%Q1 2021Q2 20238
WULFF, HANSEN & CO. 880.78%0.91%1.00%Q4 2021Q3 20238
Capital Investment Advisory Services, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Kaydan Wealth Management, Inc. 880.14%0.19%0.25%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.30%0.40%0.67%Q4 2021Q3 20238
Oder Investment Management, LLC 712.14%2.97%3.49%Q4 2020Q3 20238
Castleview Partners, LLC 710.18%0.74%1.19%Q2 2021Q2 20238
TI-TRUST, INC 880.32%0.49%0.73%Q4 2021Q3 20238
NEXT Financial Group, Inc 420.00%0.01%0.02%Q2 2019Q4 20218
Meridian Financial Partners LLC 440.12%0.28%0.55%Q3 2021Q3 20238
Meridian Wealth Management, LLC 530.02%0.10%0.25%Q4 2018Q2 20238
ETF Store, Inc. 881.07%1.54%1.88%Q4 2021Q3 20238
Tradition Wealth Management, LLC 880.01%0.02%0.06%Q4 2020Q3 20228
Comprehensive Financial Consultants Institutional, Inc. 880.32%0.39%0.46%Q4 2021Q3 20238
Innova Wealth Partners 880.26%0.32%0.38%Q1 2021Q4 20228
Advisor Group, Inc. 770.00%0.01%0.01%Q2 2018Q4 20197
Atria Wealth Solutions, Inc. 770.08%0.12%0.16%Q1 2022Q3 20237
BNP PARIBAS FINANCIAL MARKETS 770.00%0.00%0.00%Q1 2022Q3 20237
WOLVERINE TRADING, LLC 410.00%0.00%0.01%Q3 2018Q4 20207
Goodman Financial Corp 771.52%2.34%2.80%Q2 2021Q4 20227
SJS Investment Consulting Inc. 520.03%0.04%0.04%Q4 2021Q3 20237
Coastwise Capital Group, LLC 771.12%1.24%1.35%Q1 2022Q3 20237
Redwood Financial Network Corp 772.41%3.07%3.35%Q1 2022Q3 20237
Revolve Wealth Partners, LLC 430.07%0.15%0.22%Q4 2021Q3 20237
HC FINANCIAL ADVISORS INC 770.00%0.01%0.01%Q1 2020Q3 20217
MACROVIEW INVESTMENT MANAGEMENT LLC 770.04%0.89%2.49%Q3 2018Q1 20207
TCWP LLC 770.06%0.84%2.25%Q4 2021Q2 20237
GHE, LLC 520.31%0.38%0.49%Q4 2021Q3 20237
Eagle Capital Management, LLC 770.12%3.80%5.50%Q4 2020Q2 20227
Wealthspire Advisors, LLC 610.01%0.01%0.02%Q1 2021Q3 20237
Virginia National Bank 772.84%4.33%6.08%Q1 2022Q3 20237
Ancora Advisors LLC 610.00%0.00%0.01%Q4 2019Q3 20237
KIRR MARBACH & CO LLC /IN/ 771.58%3.05%4.17%Q1 2022Q3 20237
Rede Wealth, LLC 770.13%0.23%0.31%Q4 2020Q2 20227
SAWGRASS ASSET MANAGEMENT LLC 770.24%0.28%0.35%Q1 2022Q3 20237
COMMERCE BANK 770.01%0.01%0.02%Q2 2020Q4 20217
Syverson Strege & Co 770.00%0.01%0.01%Q4 2020Q2 20227
Lantz Financial LLC 771.50%1.70%1.96%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.09%0.25%0.46%Q4 2021Q3 20237
Live Oak Private Wealth LLC 770.32%0.47%0.64%Q2 2020Q4 20217
MONEY CONCEPTS CAPITAL CORP 520.01%0.01%0.01%Q4 2020Q4 20227
Total Wealth Planning, LLC 770.24%0.51%1.16%Q1 2022Q3 20237
PATTON ALBERTSON MILLER GROUP, LLC 770.05%0.05%0.06%Q1 2022Q3 20237
Rockbridge Investment Management, LCC 770.00%0.01%0.02%Q2 2020Q4 20217
Sowell Financial Services LLC 660.00%0.01%0.01%Q4 2019Q1 20216
EVERMAY WEALTH MANAGEMENT LLC 660.00%0.11%0.18%Q2 2022Q3 20236
Argent Trust Co 510.02%0.03%0.05%Q2 2018Q1 20206
Secure Asset Management, LLC 660.34%0.57%0.68%Q2 2022Q3 20236
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Stiles Financial Services Inc 330.29%0.38%0.54%Q4 2021Q3 20236
Capital Investment Advisors, LLC 660.03%0.05%0.06%Q3 2019Q4 20206
Financial Network Wealth Management LLC 660.16%0.20%0.26%Q4 2020Q1 20226
Old Port Advisors 510.15%0.65%1.01%Q1 2022Q3 20236
Atlas Private Wealth Advisors 660.03%0.06%0.18%Q2 2020Q3 20216
FSM Wealth Advisors, LLC 660.15%0.22%0.33%Q2 2022Q3 20236
Joule Financial, LLC 660.52%3.37%6.88%Q2 2022Q3 20236
CGN Advisors LLC 510.07%0.09%0.10%Q1 2022Q3 20236
Financial Gravity Asset Management, Inc. 310.01%0.02%0.03%Q3 2018Q2 20236
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.01%0.01%0.02%Q3 2018Q4 20196
Horizons Wealth Management 662.97%3.14%3.49%Q2 2022Q3 20236
Winthrop Partners - WNY, LLC 660.01%0.01%0.01%Q2 2018Q3 20196
Rosenberg Matthew Hamilton 660.01%0.01%0.02%Q2 2022Q3 20236
Delta Investment Management, LLC 660.72%0.88%1.06%Q2 2022Q3 20236
FLPUTNAM INVESTMENT MANAGEMENT CO 660.01%0.01%0.01%Q2 2021Q3 20226
Resonant Capital Advisors, LLC 660.14%0.97%1.84%Q2 2022Q3 20236
DENVER WEALTH MANAGEMENT, INC. 660.51%1.69%2.54%Q2 2022Q3 20236
TCG Advisors, LP 660.36%1.73%2.71%Q1 2019Q2 20206
Oakhurst Advisors,LLC 555.84%9.51%11.32%Q2 2021Q2 20225
Certified Advisory Corp 550.06%0.07%0.08%Q2 2022Q2 20235
Kohmann Bosshard Financial Services, LLC 550.12%0.17%0.19%Q3 2022Q3 20235
Parallax Volatility Advisers, L.P. 550.00%0.00%0.00%Q2 2018Q2 20195
Berger Financial Group, Inc 550.13%0.18%0.25%Q3 2022Q3 20235
MGO ONE SEVEN LLC 550.41%0.66%1.02%Q3 2022Q3 20235
Colonial Trust Advisors 550.01%0.10%0.16%Q3 2022Q3 20235
Equitable Holdings, Inc. 550.01%0.03%0.06%Q3 2022Q3 20235
Avior Wealth Management, LLC 320.00%0.59%1.05%Q3 2020Q3 20235
Crescent Capital Consulting, LLC 550.13%1.33%3.62%Q4 2020Q4 20215
BENJAMIN F. EDWARDS & COMPANY, INC. 550.03%0.26%0.35%Q3 2022Q3 20235
Bluefin Trading, LLC 410.06%0.09%0.13%Q4 2018Q1 20205
Private Advisory Group LLC 550.08%0.45%1.14%Q3 2019Q3 20205
Worth Asset Management, LLC 550.04%0.08%0.12%Q1 2022Q1 20235
CIBC WORLD MARKET INC. 550.00%0.00%0.00%Q3 2022Q3 20235
BANTA ASSET MANAGEMENT LP 550.17%0.70%1.18%Q1 2021Q1 20225
Campbell Wealth Management 550.05%1.63%2.74%Q3 2022Q3 20235
Apeiron RIA LLC 550.28%0.32%0.38%Q3 2022Q3 20235
Colonial Trust Co / SC 550.01%0.10%0.16%Q3 2022Q3 20235
Omega Financial Group, LLC 550.24%0.41%0.72%Q2 2022Q2 20235
HSBC HOLDINGS PLC 550.00%0.00%0.00%Q4 2021Q4 20225
BDO Wealth Advisors, LLC 550.04%0.15%0.22%Q1 2019Q1 20205
Arkadios Wealth Advisors 320.00%0.02%0.03%Q1 2021Q3 20235
ARGI Investment Services, LLC 550.01%0.01%0.01%Q4 2021Q4 20225
Hennion & Walsh Asset Management, Inc. 410.01%0.04%0.08%Q1 2021Q3 20225
Global Trust Asset Management, LLC 550.00%0.01%0.02%Q4 2018Q4 20195
Retirement Group, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
CreativeOne Wealth, LLC 550.02%0.07%0.12%Q4 2021Q4 20225
RESOLUTE FINANCIAL, LLC 550.38%0.55%0.72%Q4 2021Q4 20225
Harrison & Co Wealth Management, LLC 551.07%1.36%1.72%Q4 2021Q4 20225
Capital Analysts, LLC 410.00%0.07%0.09%Q1 2021Q3 20235
Koss-Olinger Consulting, LLC 550.06%0.07%0.09%Q3 2022Q3 20235
Financial Futures Ltd Liability Co. 551.62%1.82%2.08%Q3 2022Q3 20235
Bank of New York Mellon Corp 310.00%0.00%0.00%Q1 2019Q4 20204
Kaye Capital Management 444.98%5.29%5.51%Q4 2022Q3 20234
Larson Financial Group LLC 440.00%0.01%0.01%Q4 2022Q3 20234
DWM Financial Group, Inc. 313.18%4.54%5.35%Q4 2019Q4 20204
MONECO Advisors, LLC 440.07%0.16%0.26%Q4 2022Q3 20234
Matthew Goff Investment Advisor, LLC 440.18%0.20%0.23%Q4 2022Q3 20234
Cerity Partners LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Masso Torrence Wealth Management Inc. 440.19%0.26%0.40%Q4 2021Q3 20224
ABSOLUTE CAPITAL MANAGEMENT, LLC 220.18%0.65%1.11%Q4 2021Q2 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.03%0.07%0.11%Q4 2022Q3 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Good Life Advisors, LLC 440.85%0.88%0.92%Q2 2022Q1 20234
Paulson Wealth Management Inc. 440.07%0.09%0.11%Q4 2022Q3 20234
Archer Investment Corp 440.03%0.03%0.03%Q4 2022Q3 20234
Genesee Capital Advisors, LLC 440.66%0.71%0.76%Q4 2022Q3 20234
PARK AVENUE SECURITIES LLC 310.01%0.01%0.02%Q4 2019Q3 20224
Coulter & Justus Financial Services, LLC 310.21%0.24%0.25%Q4 2021Q4 20224
WOODMONT INVESTMENT COUNSEL LLC 440.20%0.21%0.23%Q1 2022Q4 20224
Parallel Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Gryphon Financial Partners LLC 440.61%0.69%0.73%Q1 2021Q4 20214
Migdal Insurance & Financial Holdings Ltd. 440.01%0.02%0.03%Q1 2022Q4 20224
Crew Capital Management, Ltd. 310.23%0.26%0.30%Q1 2021Q4 20224
OLIVER LAGORE VANVALIN INVESTMENT GROUP 440.00%0.00%0.00%Q4 2022Q3 20234
Sandy Spring Bank 440.00%0.00%0.00%Q4 2022Q3 20234
O'ROURKE & COMPANY, Inc 440.19%0.20%0.22%Q4 2022Q3 20234
Leicht Financial Planning & Wealth Management, Inc. 440.67%1.01%1.38%Q1 2019Q4 20194
AXXCESS WEALTH MANAGEMENT, LLC 440.02%0.02%0.02%Q4 2021Q3 20224
Astoria Portfolio Advisors LLC. 440.12%0.42%0.64%Q4 2022Q3 20234
Sound Stewardship, LLC 444.45%4.68%5.11%Q4 2022Q3 20234
G2 CAPITAL MANAGEMENT, LLC / OH 441.14%1.33%1.45%Q4 2022Q3 20234
REBALANCE, LLC 440.68%0.96%1.10%Q4 2022Q3 20234
OneDigital Investment Advisors LLC 440.02%0.07%0.09%Q4 2022Q3 20234
Allworth Financial LP 440.00%0.00%0.01%Q4 2022Q3 20234
Squar Milner Financial Services LLC 440.01%0.01%0.02%Q3 2018Q2 20194
BLAIR WILLIAM & CO/IL 440.00%0.00%0.00%Q4 2018Q3 20194
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Sugarloaf Wealth Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
FinDec Wealth Services, Inc. 440.48%0.52%0.57%Q4 2022Q3 20234
B. Riley Wealth Advisors, Inc. 440.02%0.02%0.02%Q1 2021Q4 20214
CONTINUUM WEALTH ADVISORS, LLC 440.26%0.29%0.36%Q4 2022Q3 20234
BEACON FINANCIAL GROUP 441.01%1.18%1.44%Q4 2022Q3 20234
BROWN ADVISORY INC 440.00%0.00%0.00%Q4 2022Q3 20234
Waycross Investment Management Co 4416.40%16.86%17.71%Q4 2022Q3 20234
Latitude Advisors, LLC 440.37%0.50%0.57%Q4 2022Q3 20234
MILESTONE ASSET MANAGEMENT, LLC 4419.12%30.00%47.89%Q4 2022Q3 20234
Nalls Sherbakoff Group, LLC 310.15%0.47%0.60%Q4 2018Q3 20234
Legacy CG, LLC 440.10%1.27%2.58%Q3 2022Q2 20234
DB Wealth Management Group, LLC 440.18%0.24%0.26%Q4 2022Q3 20234
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 440.60%0.90%1.17%Q1 2019Q4 20194
Strid Group, LLC 440.27%0.33%0.37%Q4 2022Q3 20234
Regal Investment Advisors LLC 440.04%0.04%0.05%Q4 2022Q3 20234
CENTAURUS FINANCIAL, INC. 330.01%0.03%0.04%Q4 2020Q2 20213
Jaffetilchin Investment Partners, LLC 331.03%1.22%1.35%Q1 2023Q3 20233
Evanston Investments, Inc., dba Evanston Advisors 330.60%2.17%5.16%Q2 2018Q4 20183
Tennessee Valley Asset Management Partners 330.16%0.17%0.18%Q1 2023Q3 20233
Laffer Tengler Investments, Inc. 330.04%0.13%0.19%Q2 2020Q4 20203
WESTERN FINANCIAL Corp 330.27%0.31%0.35%Q1 2022Q3 20223
ASSETMARK, INC 330.00%0.00%0.00%Q2 2018Q4 20183
Personal Wealth Partners 210.00%0.02%0.06%Q3 2019Q2 20213
Clear Creek Financial Management, LLC 330.08%0.09%0.10%Q2 2019Q4 20193
American Planning Services, Inc. 330.21%0.22%0.22%Q1 2023Q3 20233
Alaska Permanent Capital Management 330.02%0.03%0.03%Q2 2022Q4 20223
TWO SIGMA SECURITIES, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Econ Financial Services Corp 331.40%1.45%1.49%Q4 2018Q2 20193
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
St. Louis Financial Planners Asset Management, LLC 332.12%2.67%3.04%Q4 2022Q2 20233
TPG Financial Advisors, LLC 330.15%0.15%0.16%Q1 2023Q3 20233
WealthShield Partners, LLC 330.04%0.05%0.06%Q4 2020Q2 20213
W.H. Cornerstone Investments Inc. 330.22%0.33%0.50%Q3 2022Q1 20233
Garrett Wealth Advisory Group, LLC 210.02%0.10%0.14%Q3 2019Q3 20233
Kingsview Wealth Management, LLC 330.02%0.02%0.03%Q3 2020Q1 20213
Global Financial Private Capital, Inc 330.00%0.00%0.00%Q2 2019Q4 20193
HB Wealth Management, LLC 330.01%0.01%0.01%Q4 2021Q2 20223
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 330.25%0.29%0.31%Q1 2019Q3 20193
Steinberg Global Asset Management 330.94%1.04%1.10%Q3 2018Q1 20193
RFP Financial Group LLC 210.02%0.02%0.03%Q4 2022Q3 20233
OXFORD FINANCIAL GROUP, LTD. LLC 210.02%0.02%0.02%Q4 2020Q1 20223
Cape Investment Advisory, Inc. 330.13%0.13%0.14%Q1 2023Q3 20233
BROWN BROTHERS HARRIMAN & CO 330.00%0.00%0.00%Q3 2018Q1 20193
Farmers & Merchants Trust Co of Chambersburg PA 330.02%0.02%0.02%Q2 2021Q4 20213
BB&T SECURITIES, LLC 330.00%0.00%0.01%Q1 2019Q3 20193
ORG Partners LLC 330.07%0.11%0.14%Q1 2023Q3 20233
Consolidated Portfolio Review Corp 330.36%0.38%0.42%Q1 2023Q3 20233
Ameritas Investment Company, LLC 110.00%0.01%0.02%Q4 2018Q1 20213
Glass Jacobson Investment Advisors llc 210.02%0.02%0.03%Q4 2022Q3 20233
VANGUARD GROUP INC 330.00%0.00%0.00%Q1 2023Q3 20233
Baldrige Asset Management LLC 330.01%0.01%0.01%Q2 2021Q4 20213
Atomi Financial Group, Inc. 330.12%0.16%0.20%Q1 2023Q3 20233
ROCKLAND TRUST CO 330.02%0.02%0.03%Q1 2022Q3 20223
Levy Wealth Management Group, LLC 330.14%0.15%0.16%Q1 2023Q3 20233
Strategic Financial Concepts, LLC 330.23%0.27%0.31%Q1 2023Q3 20233
Savant Capital, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Sequoia Financial Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Farther Finance Advisors, LLC 330.03%0.05%0.07%Q1 2023Q3 20233
CMH Wealth Management LLC 331.28%1.35%1.48%Q2 2018Q4 20183
D.B. Root & Company, LLC 330.26%0.27%0.28%Q1 2020Q3 20203
Buck Wealth Strategies, LLC 330.02%0.05%0.07%Q1 2023Q3 20233
Baystate Wealth Management LLC 330.00%0.00%0.00%Q4 2021Q2 20223
EMFO, LLC 330.06%0.06%0.06%Q2 2021Q4 20213
Capital Wealth Planning, LLC 210.02%0.02%0.02%Q2 2019Q1 20203
FLOW TRADERS U.S. LLC 110.02%0.03%0.04%Q4 2018Q3 20233
EVEXIA WEALTH LLC 330.57%0.64%0.69%Q1 2023Q3 20233
Golden State Wealth Management, LLC 110.05%0.05%0.06%Q3 2019Q3 20203
DEUTSCHE BANK AG\ 210.00%0.00%0.00%Q1 2020Q4 20203
Householder Group Estate & Retirement Specialist, LLC 110.01%0.02%0.03%Q3 2022Q3 20233
PITTENGER & ANDERSON INC 330.00%0.00%0.00%Q1 2023Q3 20233
BARCLAYS PLC 330.00%0.00%0.00%Q1 2023Q3 20233
Beaumont Financial Advisors, LLC 330.16%0.18%0.19%Q4 2022Q2 20233
Truadvice, LLC 330.28%0.37%0.42%Q1 2023Q3 20233
Clear Harbor Asset Management, LLC 110.01%0.01%0.02%Q4 2019Q3 20202
BANK OF MONTREAL /CAN/ 220.00%0.00%0.00%Q2 2023Q3 20232
FMA ADVISORY INC 220.23%0.29%0.35%Q4 2020Q1 20212
Prosperity Planning, Inc. 110.02%0.02%0.02%Q1 2021Q2 20222
Bison Wealth, LLC 220.01%0.02%0.02%Q3 2020Q4 20202
AlphaCore Capital LLC 220.14%0.16%0.18%Q4 2019Q1 20202
Capital Directions Investment Advisors, LLC 220.16%0.16%0.16%Q3 2022Q4 20222
FOUNDERS FINANCIAL SECURITIES LLC 220.04%0.04%0.04%Q3 2022Q4 20222
COMERICA BANK 110.00%0.00%0.00%Q3 2020Q3 20232
Bradley & Co. Private Wealth Management, LLC 220.15%0.16%0.17%Q2 2022Q3 20222
Waverly Advisors, LLC 220.24%0.24%0.24%Q2 2023Q3 20232
Onyx Bridge Wealth Group LLC 220.86%0.88%0.90%Q2 2023Q3 20232
BlackRock Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
Legend Financial Advisors, Inc. 220.06%0.06%0.06%Q2 2023Q3 20232
BAINCO INTERNATIONAL INVESTORS 110.01%0.02%0.03%Q1 2020Q4 20202
Alpha DNA Investment Management LLC 220.01%0.01%0.01%Q4 2020Q1 20212
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Alpha Omega Wealth Management LLC 220.02%0.02%0.02%Q1 2019Q2 20192
Livingston Group Asset Management CO (operating as Southport Capital Management) 220.29%0.38%0.47%Q4 2021Q1 20222
Arlington Capital Management, Inc. 220.43%0.47%0.51%Q4 2022Q1 20232
WFA of San Diego, LLC 110.00%0.00%0.00%Q2 2022Q4 20222
Advisor Resource Council 110.02%0.03%0.03%Q4 2021Q2 20222
MFA WEALTH ADVISORS, LLC 221.92%1.99%2.06%Q3 2021Q4 20212
Golden State Equity Partners 220.06%0.07%0.08%Q2 2023Q3 20232
Davis Capital Management 220.04%0.04%0.04%Q1 2020Q2 20202
Mid-American Wealth Advisory Group, Inc. 110.19%0.78%1.38%Q4 2021Q2 20232
Atria Investments, Inc 220.06%0.07%0.07%Q2 2022Q3 20222
Corient Private Wealth LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Wealthspire Advisors, L.P. 220.00%0.00%0.00%Q2 2018Q3 20182
PFG Advisors 220.07%0.09%0.12%Q3 2021Q4 20212
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q1 2020Q2 20202
Smith & Howard Wealth Management, LLC 220.13%0.14%0.15%Q3 2020Q4 20202
CARY STREET PARTNERS ASSET MANAGEMENT LLC 220.02%0.02%0.02%Q4 2022Q1 20232
Sterling Financial Group, Inc. 220.19%0.19%0.20%Q2 2023Q3 20232
Lehman & Derafelo Financial Resources LLC 220.04%0.05%0.05%Q4 2018Q1 20192
SHEETS SMITH WEALTH MANAGEMENT 110.00%0.03%0.05%Q2 2020Q3 20232
Prentice Wealth Management LLC 110.01%0.01%0.01%Q3 2021Q2 20222
Verdence Capital Advisors LLC 220.04%0.05%0.06%Q3 2021Q4 20212
Bartlett & Co. LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Financial Advocates Investment Management 220.02%0.02%0.02%Q4 2022Q1 20232
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2021Q3 20232
IFG Advisory, LLC 110.02%0.02%0.02%Q4 2021Q3 20232
Royal Fund Management, LLC 220.01%0.01%0.02%Q4 2019Q1 20202
Stonebridge Financial Planning Group, LLC 220.01%0.02%0.02%Q1 2021Q2 20212
SC&H Financial Advisors, Inc. 110.12%0.12%0.12%Q4 2021Q4 20211
SOA Wealth Advisors, LLC. 110.01%0.01%0.01%Q3 2022Q3 20221
Impact Partnership Wealth, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Goelzer Investment Management, Inc. 110.02%0.02%0.02%Q1 2019Q1 20191
Kades & Cheifetz LLC 110.69%0.69%0.69%Q3 2023Q3 20231
Second Half Financial Partners, LLC 110.19%0.19%0.19%Q2 2023Q2 20231
HRT FINANCIAL LP 110.00%0.00%0.00%Q2 2023Q2 20231
Rehmann Capital Advisory Group 110.00%0.00%0.00%Q2 2019Q2 20191
CAMBRIDGE TRUST CO 110.00%0.00%0.00%Q1 2022Q1 20221
Monterey Private Wealth, Inc. 110.10%0.10%0.10%Q3 2023Q3 20231
Jefferies Group LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Marshall Financial Group LLC 110.16%0.16%0.16%Q4 2021Q4 20211
Financial Gravity Companies, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
MCDONALD PARTNERS LLC 110.18%0.18%0.18%Q4 2021Q4 20211
ARMSTRONG ADVISORY GROUP, INC 110.00%0.00%0.00%Q3 2023Q3 20231
KICKSTAND VENTURES, LLC. 110.38%0.38%0.38%Q3 2023Q3 20231
TimeScale Financial, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
ATTICUS WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Aries Wealth Management 110.17%0.17%0.17%Q1 2019Q1 20191
BRR OpCo, LLC 110.04%0.04%0.04%Q2 2019Q2 20191
Clean Yield Group 110.02%0.02%0.02%Q1 2023Q1 20231
OPPENHEIMER & CO INC 110.01%0.01%0.01%Q3 2021Q3 20211
Hills Bank & Trust Co 110.03%0.03%0.03%Q3 2023Q3 20231
CENTRAL TRUST Co 110.00%0.00%0.00%Q4 2022Q4 20221
PRING TURNER CAPITAL GROUP INC 113.26%3.26%3.26%Q2 2018Q2 20181
Krilogy Financial LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Balboa Wealth Partners 110.11%0.11%0.11%Q3 2022Q3 20221
FourThought Financial, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Almanack Investment Partners, LLC. 110.01%0.01%0.01%Q3 2022Q3 20221
Avalon Investment & Advisory 110.01%0.01%0.01%Q1 2020Q1 20201
Penserra Capital Management LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Johnson Financial Group, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q2 2023Q2 20231
Independent Advisor Alliance 110.02%0.02%0.02%Q4 2019Q4 20191
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Slow Capital, Inc. 110.27%0.27%0.27%Q4 2019Q4 20191
Live Your Vision, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Guardian Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
SouthState Corp 110.01%0.01%0.01%Q2 2022Q2 20221
Evensky & Katz LLC 110.08%0.08%0.08%Q2 2022Q2 20221
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
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
REFRAME WEALTH, LLC 110.16%0.16%0.16%Q4 2022Q4 20221
FormulaFolio Investments, LLC 110.60%0.60%0.60%Q4 2020Q4 20201
Courage Miller Partners, LLC 110.23%0.23%0.23%Q1 2020Q1 20201
Kovack Advisors, Inc. 110.05%0.05%0.05%Q1 2022Q1 20221
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Strategic Wealth Partners, Ltd. 110.00%0.00%0.00%Q3 2019Q3 20191
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Prestige Wealth Management Group LLC 110.15%0.15%0.15%Q4 2018Q4 20181
OLD MISSION CAPITAL, LLC 110.28%0.28%0.28%Q4 2020Q4 20201
GM Advisory Group, LLC 112.87%2.87%2.87%Q2 2018Q2 20181
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
PSI Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Hudock, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Foundations Investment Advisors, LLC 112.86%2.86%2.86%Q3 2023Q3 20231
RITHOLTZ WEALTH MANAGEMENT 110.04%0.04%0.04%Q2 2023Q2 20231
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
HOEY INVESTMENTS, INC 110.01%0.01%0.01%Q1 2021Q1 20211
Fiduciary Alliance LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Evolution Advisers, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
MANUFACTURERS LIFE INSURANCE COMPANY, THE 110.00%0.00%0.00%Q2 2018Q2 20181
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
BUCKINGHAM STRATEGIC WEALTH, LLC 110.04%0.04%0.04%Q2 2018Q2 20181
Squarepoint Ops 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.