Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Sutton Wealth Advisors Inc. | 15 | 8 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2022 | 23 |
IFP Advisors, Inc | 14 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2022 | 19 |
Ironwood Financial, llc | 18 | 18 | 0.64% | 3.06% | 5.33% | Q2 2018 | Q3 2022 | 18 |
WELLS FARGO & COMPANY/MN | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2022 | 18 |
Flaharty Asset Management, LLC | 18 | 18 | 0.10% | 0.25% | 0.41% | Q2 2018 | Q3 2022 | 18 |
Raymond James Financial Services Advisors, Inc. | 18 | 18 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2022 | 18 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 18 | 18 | 0.03% | 0.07% | 0.16% | Q2 2018 | Q3 2022 | 18 |
LPL Financial LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2022 | 18 |
SFE Investment Counsel | 18 | 18 | 0.45% | 1.92% | 3.06% | Q2 2018 | Q3 2022 | 18 |
MML INVESTORS SERVICES, LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2022 | 18 |
FCA CORP /TX | 18 | 18 | 1.08% | 1.39% | 1.78% | Q2 2018 | Q3 2022 | 18 |
Sigma Planning Corp | 18 | 18 | 0.03% | 0.04% | 0.10% | Q2 2018 | Q3 2022 | 18 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 18 | 18 | 0.01% | 0.08% | 0.12% | Q2 2018 | Q3 2022 | 18 |
Brookstone Capital Management | 18 | 18 | 0.02% | 0.09% | 0.15% | Q2 2018 | Q3 2022 | 18 |
MORGAN STANLEY | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 18 |
Segment Wealth Management, LLC | 18 | 18 | 0.05% | 0.12% | 0.24% | Q2 2018 | Q3 2022 | 18 |
Mirador Capital Partners LP | 18 | 18 | 0.32% | 2.06% | 4.14% | Q2 2018 | Q3 2022 | 18 |
IMA Wealth, Inc. | 18 | 18 | 0.01% | 1.86% | 4.02% | Q2 2018 | Q3 2022 | 18 |
Geneos Wealth Management Inc. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2022 | 18 |
Gradient Investments LLC | 18 | 18 | 0.00% | 0.44% | 1.03% | Q2 2018 | Q3 2022 | 18 |
Carnegie Capital Asset Management, LLC | 18 | 18 | 0.02% | 0.24% | 0.42% | Q2 2018 | Q3 2022 | 18 |
Cambridge Investment Research Advisors, Inc. | 18 | 18 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2022 | 18 |
UBS Group AG | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2022 | 18 |
Integrated Wealth Concepts LLC | 18 | 18 | 0.04% | 0.28% | 0.60% | Q2 2018 | Q3 2022 | 18 |
American Portfolios Advisors | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 18 |
ROYAL BANK OF CANADA | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 18 |
Anchor Investment Management, LLC | 18 | 18 | 0.01% | 0.05% | 0.07% | Q3 2017 | Q4 2021 | 18 |
BANK OF AMERICA CORP /DE/ | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 18 |
Janney Montgomery Scott LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2022 | 18 |
RAYMOND JAMES & ASSOCIATES | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 18 |
HighTower Advisors, LLC | 18 | 18 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2022 | 18 |
Asset Dedication, LLC | 18 | 18 | 0.01% | 0.43% | 1.45% | Q2 2018 | Q3 2022 | 18 |
AlphaStar Capital Management, LLC | 18 | 18 | 0.11% | 0.40% | 0.62% | Q2 2018 | Q3 2022 | 18 |
Oxbow Advisors, LLC | 18 | 18 | 0.05% | 0.11% | 0.14% | Q2 2018 | Q3 2022 | 18 |
Cetera Advisors LLC | 17 | 17 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q3 2022 | 17 |
STEPHENS INC /AR/ | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2022 | 17 |
ATWOOD & PALMER INC | 17 | 17 | 0.02% | 0.38% | 1.02% | Q3 2018 | Q3 2022 | 17 |
CWM, LLC | 13 | 4 | 0.01% | 0.13% | 0.16% | Q2 2018 | Q3 2022 | 17 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 17 |
ENVESTNET ASSET MANAGEMENT INC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2022 | 17 |
Prospera Financial Services Inc | 14 | 2 | 0.01% | 0.14% | 0.22% | Q2 2018 | Q3 2022 | 16 |
Camelot Portfolios, LLC | 16 | 16 | 0.10% | 1.22% | 2.43% | Q2 2018 | Q1 2022 | 16 |
STIFEL FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2022 | 16 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 16 | 16 | 0.05% | 0.20% | 0.30% | Q4 2018 | Q3 2022 | 16 |
COMMONWEALTH EQUITY SERVICES, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2022 | 16 |
Private Advisory Group LLC | 16 | 16 | 0.08% | 0.42% | 1.17% | Q4 2018 | Q3 2022 | 16 |
FinTrust Capital Advisors, LLC | 16 | 16 | 0.04% | 0.08% | 0.13% | Q4 2018 | Q3 2022 | 16 |
Vista Private Wealth Partners. LLC | 16 | 16 | 0.37% | 1.75% | 2.58% | Q3 2018 | Q2 2022 | 16 |
Timber Creek Capital Management LLC | 16 | 16 | 0.08% | 0.30% | 0.90% | Q2 2018 | Q1 2022 | 16 |
Private Advisor Group, LLC | 15 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2022 | 16 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 15 | 15 | 0.01% | 0.05% | 0.11% | Q1 2019 | Q3 2022 | 15 |
D.A. DAVIDSON & CO. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2021 | 15 |
Western Wealth Management, LLC | 11 | 4 | 0.03% | 0.08% | 0.14% | Q4 2018 | Q3 2022 | 15 |
JANE STREET GROUP, LLC | 11 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2022 | 15 |
ADVISORS MANAGEMENT GROUP INC /ADV | 15 | 15 | 0.19% | 5.40% | 10.85% | Q2 2018 | Q4 2021 | 15 |
Capital Investment Advisory Services, LLC | 9 | 6 | 0.00% | 0.05% | 0.14% | Q2 2018 | Q3 2022 | 15 |
WRAPMANAGER INC | 14 | 14 | 0.16% | 0.27% | 0.39% | Q2 2018 | Q3 2021 | 14 |
Farmers & Merchants Trust Co of Chambersburg PA | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 14 |
Pacific Wealth Strategies Group, Inc. | 14 | 14 | 1.33% | 1.74% | 2.05% | Q2 2018 | Q3 2021 | 14 |
CALTON & ASSOCIATES, INC. | 14 | 14 | 0.05% | 0.10% | 0.15% | Q2 2019 | Q3 2022 | 14 |
Cornerstone Wealth Management, LLC | 12 | 1 | 0.02% | 0.05% | 0.10% | Q2 2018 | Q3 2021 | 13 |
NewEdge Advisors, LLC | 13 | 13 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q3 2022 | 13 |
AdvisorNet Financial, Inc | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 13 |
BCS Wealth Management | 12 | 12 | 1.35% | 1.98% | 2.48% | Q4 2019 | Q3 2022 | 12 |
1834 INVESTMENT ADVISORS CO | 8 | 4 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q2 2022 | 12 |
Beaumont Financial Partners, LLC | 12 | 12 | 0.03% | 0.09% | 0.29% | Q3 2019 | Q2 2022 | 12 |
THRIVENT FINANCIAL FOR LUTHERANS | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
LINCOLN NATIONAL CORP | 9 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2022 | 12 |
CAPTRUST FINANCIAL ADVISORS | 11 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2022 | 12 |
Perennial Investment Advisors, LLC | 12 | 12 | 0.10% | 0.18% | 0.39% | Q4 2019 | Q3 2022 | 12 |
Sound Income Strategies, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2021 | 12 |
Meridian Wealth Management, LLC | 11 | 1 | 0.03% | 0.14% | 0.25% | Q4 2018 | Q2 2022 | 12 |
S.E.E.D. Planning Group LLC | 12 | 12 | 1.59% | 1.93% | 2.27% | Q4 2019 | Q3 2022 | 12 |
Insight Wealth Partners, LLC | 12 | 12 | 0.13% | 0.46% | 0.72% | Q4 2019 | Q3 2022 | 12 |
Ballew Advisors, Inc | 7 | 1 | 0.05% | 0.16% | 0.20% | Q2 2018 | Q3 2022 | 11 |
SHUFRO ROSE & CO LLC | 11 | 11 | 0.01% | 0.04% | 0.06% | Q3 2019 | Q1 2022 | 11 |
Kessler Investment Group, LLC | 11 | 11 | 0.01% | 0.03% | 0.10% | Q4 2019 | Q2 2022 | 11 |
OSAIC HOLDINGS, INC. | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2022 | 11 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2022 | 10 |
Financial Gravity Asset Management, Inc. | 6 | 1 | 0.01% | 1.74% | 16.26% | Q1 2019 | Q3 2022 | 10 |
Ameritas Investment Company, LLC | 9 | 1 | 0.01% | 0.09% | 0.23% | Q4 2018 | Q3 2021 | 10 |
FCG ADVISORS, LLC | 10 | 10 | 0.48% | 0.65% | 0.83% | Q2 2018 | Q3 2020 | 10 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 10 |
COURIER CAPITAL LLC | 10 | 10 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q1 2022 | 10 |
JPMORGAN CHASE & CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
Steward Partners Investment Advisory, LLC | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2022 | 10 |
Northwest Bancshares, Inc. | 10 | 10 | 0.05% | 0.36% | 0.72% | Q2 2020 | Q3 2022 | 10 |
WINTRUST INVESTMENTS LLC | 6 | 4 | 0.07% | 0.19% | 0.41% | Q1 2020 | Q3 2022 | 10 |
Quad-Cities Investment Group, LLC | 7 | 1 | 0.06% | 0.15% | 0.20% | Q2 2018 | Q3 2021 | 10 |
Homrich & Berg | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q2 2021 | 9 |
Key FInancial Inc | 8 | 1 | 0.06% | 0.08% | 0.10% | Q1 2020 | Q3 2022 | 9 |
Kestra Advisory Services, LLC | 9 | 9 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2022 | 9 |
Avestar Capital, LLC | 9 | 9 | 0.22% | 0.33% | 0.44% | Q1 2020 | Q1 2022 | 9 |
Valeo Financial Advisors, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2021 | 9 |
Winslow, Evans & Crocker, Inc. | 9 | 9 | 0.00% | 0.09% | 0.13% | Q4 2018 | Q4 2020 | 9 |
RPg Family Wealth Advisory, LLC | 6 | 3 | 0.90% | 1.09% | 1.50% | Q2 2020 | Q3 2022 | 9 |
Aspen Investment Management Inc | 7 | 2 | 0.18% | 0.48% | 0.61% | Q2 2018 | Q3 2022 | 9 |
J.W. COLE ADVISORS, INC. | 4 | 1 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2022 | 9 |
FMR LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 9 |
FLOW TRADERS U.S. LLC | 6 | 1 | 0.03% | 0.19% | 0.56% | Q1 2020 | Q3 2022 | 9 |
HUNTINGTON NATIONAL BANK | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 9 |
Advisory Services Network, LLC | 5 | 1 | 0.00% | 0.11% | 0.22% | Q3 2018 | Q2 2021 | 9 |
Verity Asset Management, Inc. | 8 | 8 | 0.36% | 0.81% | 1.56% | Q3 2019 | Q2 2021 | 8 |
OPTIMUM INVESTMENT ADVISORS | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 8 |
Tatro Capital, LLC | 7 | 1 | 0.02% | 4.01% | 5.14% | Q1 2020 | Q1 2022 | 8 |
Legacy Financial Group LLC | 8 | 8 | 0.14% | 1.81% | 3.14% | Q4 2020 | Q3 2022 | 8 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 8 |
Retirement Solution Inc. | 8 | 8 | 1.16% | 1.33% | 1.43% | Q4 2020 | Q3 2022 | 8 |
SYNOVUS FINANCIAL CORP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2021 | 8 |
COLLECTIVE FAMILY OFFICE LLC | 8 | 8 | 0.34% | 2.93% | 4.32% | Q4 2020 | Q3 2022 | 8 |
Kesler, Norman & Wride, LLC | 8 | 8 | 0.40% | 0.44% | 0.49% | Q4 2020 | Q3 2022 | 8 |
AE Wealth Management LLC | 5 | 3 | 0.00% | 0.08% | 0.27% | Q4 2019 | Q3 2022 | 8 |
Oder Investment Management, LLC | 8 | 8 | 2.87% | 4.57% | 5.58% | Q4 2020 | Q3 2022 | 8 |
WEALTHSOURCE PARTNERS, LLC | 6 | 2 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q4 2021 | 8 |
Paradiem, LLC | 8 | 8 | 0.90% | 0.99% | 1.20% | Q4 2020 | Q3 2022 | 8 |
Carroll Financial Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
Allen Capital Group, LLC | 8 | 8 | 1.05% | 1.83% | 2.51% | Q3 2018 | Q2 2020 | 8 |
American Institute for Advanced Investment Management, LLP | 8 | 8 | 0.55% | 0.74% | 0.92% | Q4 2019 | Q3 2021 | 8 |
GILL CAPITAL PARTNERS, LLC | 8 | 8 | 0.22% | 1.98% | 3.66% | Q4 2020 | Q3 2022 | 8 |
Sargent Bickham Lagudis LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
Spire Wealth Management | 7 | 7 | 0.00% | 0.03% | 0.07% | Q1 2021 | Q3 2022 | 7 |
Newbridge Financial Services Group, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q1 2022 | 7 |
Meridian Wealth Advisors, LLC | 6 | 1 | 0.12% | 0.15% | 0.20% | Q4 2018 | Q3 2020 | 7 |
Freedom Investment Management, Inc. | 7 | 7 | 0.03% | 0.06% | 0.09% | Q1 2021 | Q3 2022 | 7 |
Ancora Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Baird Financial Group, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Advisory Alpha, LLC | 7 | 7 | 0.35% | 0.46% | 0.70% | Q1 2021 | Q3 2022 | 7 |
4Thought Financial Group Inc. | 7 | 7 | 0.50% | 0.56% | 0.64% | Q1 2021 | Q3 2022 | 7 |
Innova Wealth Partners | 7 | 7 | 0.18% | 0.24% | 0.47% | Q4 2020 | Q2 2022 | 7 |
AJ WEALTH STRATEGIES, LLC | 7 | 7 | 0.08% | 0.33% | 0.45% | Q1 2021 | Q3 2022 | 7 |
Bellecapital International Ltd. | 7 | 7 | 0.07% | 0.31% | 0.46% | Q1 2021 | Q3 2022 | 7 |
WFA of San Diego, LLC | 7 | 7 | 0.01% | 1.96% | 3.02% | Q4 2020 | Q2 2022 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2019 | 7 |
AMERIPRISE FINANCIAL INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Winthrop Partners - WNY, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
Wealthspire Advisors, LLC | 5 | 1 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q3 2022 | 6 |
Edge Wealth Management LLC | 6 | 6 | 0.04% | 0.07% | 0.10% | Q2 2019 | Q3 2020 | 6 |
NEXT Financial Group, Inc | 4 | 2 | 0.01% | 0.03% | 0.08% | Q3 2018 | Q4 2021 | 6 |
US BANCORP \DE\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q3 2022 | 6 |
Bradley & Co. Private Wealth Management, LLC | 6 | 6 | 0.08% | 0.09% | 0.10% | Q1 2021 | Q2 2022 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2019 | 6 |
HARBOUR INVESTMENTS, INC. | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 6 |
Sowell Financial Services LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 6 |
MONEY CONCEPTS CAPITAL CORP | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 6 |
Mascoma Wealth Management LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 6 |
Financial Architects, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
Ellevest, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2020 | 6 |
TRUIST FINANCIAL CORP | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 6 |
TCG Advisors, LP | 6 | 6 | 0.44% | 0.72% | 1.20% | Q1 2019 | Q2 2020 | 6 |
Independence Bank of Kentucky | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
ENTERPRISE FINANCIAL SERVICES CORP | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2020 | 5 |
BANTA ASSET MANAGEMENT LP | 5 | 5 | 1.06% | 1.46% | 1.85% | Q1 2021 | Q1 2022 | 5 |
Strategic Wealth Management Group, LLC | 5 | 5 | 0.29% | 0.52% | 0.80% | Q2 2020 | Q2 2021 | 5 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 5 |
Greenwich Wealth Management LLC | 5 | 5 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2022 | 5 |
Reitz Capital Advisors LLC | 5 | 5 | 0.62% | 0.72% | 0.80% | Q4 2018 | Q4 2019 | 5 |
TCG Advisory Services, LLC | 5 | 5 | 0.24% | 0.47% | 0.79% | Q4 2020 | Q4 2021 | 5 |
WESPAC Advisors, LLC | 2 | 1 | 0.14% | 0.18% | 0.24% | Q1 2019 | Q4 2021 | 5 |
Wealthstar Advisors, LLC | 5 | 5 | 0.11% | 0.12% | 0.16% | Q3 2021 | Q3 2022 | 5 |
Kovack Advisors, Inc. | 3 | 1 | 0.02% | 0.06% | 0.07% | Q3 2020 | Q1 2022 | 5 |
Stratos Wealth Partners, LTD. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.04% | 2.57% | 3.78% | Q4 2020 | Q4 2021 | 5 |
BENJAMIN EDWARDS INC | 5 | 5 | 0.03% | 0.10% | 0.33% | Q1 2019 | Q1 2020 | 5 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.11% | 0.26% | Q4 2018 | Q1 2022 | 5 |
FLAGSHIP HARBOR ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
PATTON ALBERTSON MILLER GROUP, LLC | 5 | 5 | 0.14% | 0.20% | 0.24% | Q3 2021 | Q3 2022 | 5 |
WT Wealth Management | 5 | 5 | 0.08% | 0.12% | 0.14% | Q3 2020 | Q3 2021 | 5 |
Private Ocean, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 5 |
Bluefin Trading, LLC | 4 | 1 | 0.05% | 0.13% | 0.16% | Q2 2018 | Q3 2019 | 5 |
B. Riley Wealth Advisors, Inc. | 4 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2022 | 5 |
Personal Wealth Partners | 4 | 1 | 0.00% | 0.11% | 0.28% | Q1 2019 | Q2 2021 | 5 |
CABANA LLC | 5 | 5 | 0.05% | 0.13% | 0.24% | Q2 2019 | Q2 2020 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
BANK OF MONTREAL /CAN/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Castleview Partners, LLC | 4 | 1 | 0.12% | 0.56% | 0.97% | Q2 2021 | Q3 2022 | 5 |
KRAEMATON INVESTMENT ADVISORS, INC | 4 | 4 | 0.29% | 0.34% | 0.38% | Q4 2021 | Q3 2022 | 4 |
Blue Barn Wealth, LLC | 4 | 4 | 2.52% | 2.78% | 3.04% | Q4 2021 | Q3 2022 | 4 |
SkyView Investment Advisors, LLC | 4 | 4 | 0.15% | 0.23% | 0.26% | Q4 2020 | Q3 2021 | 4 |
LEE JOHNSON CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.51% | 0.73% | 1.18% | Q4 2021 | Q3 2022 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.02% | 0.05% | 0.10% | Q4 2019 | Q3 2021 | 4 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 4 | 4 | 0.02% | 0.05% | 0.06% | Q4 2021 | Q3 2022 | 4 |
1ST SOURCE BANK | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Ameritas Advisory Services, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Chicago Partners Investment Group LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q4 2019 | 4 |
Avior Wealth Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q1 2021 | 4 |
Bank of New York Mellon Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Wealthspire Advisors, L.P. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
CoreCap Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.10% | 0.12% | 0.13% | Q1 2021 | Q4 2021 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Straight Path Wealth Management | 4 | 4 | 2.54% | 2.78% | 3.05% | Q4 2021 | Q3 2022 | 4 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4 | 4 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q4 2021 | 4 |
HBW ADVISORY SERVICES LLC | 4 | 4 | 0.17% | 0.27% | 0.38% | Q3 2019 | Q2 2020 | 4 |
Mach-1 Financial Group, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 4 |
Snowden Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2021 | 3 |
PNC FINANCIAL SERVICES GROUP, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Mariner, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Global Financial Private Capital, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
RESTON WEALTH MANAGEMENT LLC | 3 | 3 | 0.83% | 0.93% | 1.05% | Q4 2018 | Q2 2019 | 3 |
AVANTAX ADVISORY SERVICES, INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Avidian Wealth Solutions, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Virginia National Bank | 3 | 3 | 0.36% | 0.70% | 0.89% | Q1 2022 | Q3 2022 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.11% | 0.18% | 0.30% | Q1 2020 | Q1 2021 | 3 |
FIFTH THIRD BANCORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Lineweaver Wealth Advisors, LLC | 3 | 3 | 0.19% | 0.22% | 0.24% | Q4 2019 | Q2 2020 | 3 |
Harrison & Co Wealth Management, LLC | 3 | 3 | 3.82% | 4.00% | 4.21% | Q4 2021 | Q2 2022 | 3 |
ROPES WEALTH ADVISORS LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q3 2019 | 3 |
Advisor Resource Council | 1 | 1 | 0.16% | 0.18% | 0.19% | Q2 2021 | Q2 2022 | 3 |
WHITENER CAPITAL MANAGEMENT, INC. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q3 2019 | 3 |
Beacon Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Moloney Securities Asset Management, LLC | 3 | 3 | 0.31% | 0.33% | 0.37% | Q2 2018 | Q4 2018 | 3 |
BlueCrest Capital Management Ltd | 3 | 3 | 0.01% | 0.07% | 0.19% | Q4 2020 | Q2 2021 | 3 |
Worth Asset Management, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q3 2022 | 3 |
SJS Investment Consulting Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
Wealthcare Advisory Partners LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2022 | 3 |
Royal Fund Management, LLC | 2 | 2 | 0.26% | 0.30% | 0.33% | Q2 2022 | Q3 2022 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2020 | Q2 2020 | 2 |
TD Waterhouse Canada Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
PRINCIPAL FINANCIAL GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 2 |
Red Spruce Capital, LLC | 2 | 2 | 1.21% | 1.27% | 1.34% | Q4 2019 | Q1 2020 | 2 |
Frontier Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Simplicity Wealth,LLC | 2 | 2 | 0.17% | 0.18% | 0.20% | Q4 2021 | Q1 2022 | 2 |
Revolve Wealth Partners, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
BB&T SECURITIES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Joule Financial, LLC | 2 | 2 | 5.26% | 5.26% | 5.27% | Q2 2022 | Q3 2022 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
DEARBORN PARTNERS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
BURNEY CO/ | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2020 | Q2 2020 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 2 | 0.10% | 0.28% | 0.46% | Q4 2021 | Q1 2022 | 2 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 2 | 2 | 0.24% | 0.25% | 0.26% | Q2 2019 | Q3 2019 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q1 2019 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q4 2019 | Q1 2020 | 2 |
Monument Capital Management | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2018 | Q3 2018 | 2 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Exchange Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Allspring Global Investments Holdings, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
PRIVATE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Horizons Wealth Management | 2 | 2 | 0.34% | 0.36% | 0.38% | Q2 2022 | Q3 2022 | 2 |
Prosperity Planning, Inc. | 1 | 1 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q2 2022 | 2 |
FORTE ASSET MANAGEMENT LLC | 2 | 2 | 0.41% | 0.42% | 0.43% | Q2 2022 | Q3 2022 | 2 |
Tri-Star Advisors Inc. | 2 | 2 | 2.44% | 2.61% | 2.78% | Q2 2020 | Q3 2020 | 2 |
OneDigital Investment Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
BlackRock Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Wealth Advisory Solutions, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2020 | Q3 2020 | 2 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Mid-American Wealth Advisory Group, Inc. | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2021 | Q4 2021 | 1 |
TFG Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Vigilare Wealth Management | 1 | 1 | 6.58% | 6.58% | 6.58% | Q4 2019 | Q4 2019 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 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 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
OPPENHEIMER & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Kabarec Financial Advisors, Ltd. | 1 | 1 | 3.17% | 3.17% | 3.17% | Q2 2018 | Q2 2018 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
FourThought Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Balboa Wealth Partners | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2022 | Q3 2022 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Leicht Financial Planning & Wealth Management, Inc. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2018 | Q2 2018 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Atria Investments, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Invesco Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Econ Financial Services Corp | 1 | 1 | 2.85% | 2.85% | 2.85% | Q4 2018 | Q4 2018 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
F3Logic, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Hennion & Walsh Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
HNP Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2018 | Q4 2018 | 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.