Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
UBS Group AG | 35 | 35 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 35 |
JPMORGAN CHASE & CO | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
BANK OF AMERICA CORP /DE/ | 33 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 34 |
MORGAN STANLEY | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
ROYAL BANK OF CANADA | 30 | 4 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 34 |
ENVESTNET ASSET MANAGEMENT INC | 34 | 34 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 34 |
JANE STREET GROUP, LLC | 19 | 1 | 0.00% | 0.02% | 0.12% | Q4 2014 | Q3 2023 | 33 |
LPL Financial LLC | 33 | 33 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q3 2023 | 33 |
Cambridge Investment Research Advisors, Inc. | 32 | 32 | 0.00% | 0.05% | 0.14% | Q4 2015 | Q3 2023 | 32 |
WELLS FARGO & COMPANY/MN | 30 | 1 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 31 |
RAYMOND JAMES & ASSOCIATES | 31 | 31 | 0.00% | 0.01% | 0.08% | Q1 2016 | Q3 2023 | 31 |
AMERIPRISE FINANCIAL INC | 31 | 31 | 0.00% | 0.03% | 0.08% | Q1 2016 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 30 | 30 | 0.00% | 0.03% | 0.16% | Q2 2016 | Q3 2023 | 30 |
SIGNET FINANCIAL MANAGEMENT, LLC | 30 | 30 | 0.14% | 0.29% | 0.48% | Q2 2016 | Q3 2023 | 30 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 30 | 30 | 0.14% | 3.67% | 4.99% | Q2 2016 | Q3 2023 | 30 |
Day & Ennis, LLC | 30 | 30 | 1.50% | 4.40% | 8.64% | Q2 2016 | Q3 2023 | 30 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 30 |
SYNOVUS FINANCIAL CORP | 29 | 29 | 0.00% | 0.03% | 0.08% | Q3 2016 | Q3 2023 | 29 |
ARGI Investment Services, LLC | 28 | 28 | 0.41% | 3.01% | 6.08% | Q1 2016 | Q4 2022 | 28 |
Ancora Advisors LLC | 28 | 28 | 0.00% | 0.21% | 1.08% | Q4 2016 | Q3 2023 | 28 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27 | 27 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 27 |
HM PAYSON & CO | 27 | 27 | 0.00% | 0.18% | 3.85% | Q1 2017 | Q3 2023 | 27 |
Quantitative Advantage, LLC | 26 | 26 | 0.41% | 0.98% | 1.36% | Q4 2016 | Q1 2023 | 26 |
Carroll Financial Associates, Inc. | 26 | 26 | 0.01% | 0.57% | 1.41% | Q3 2015 | Q4 2021 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 26 |
Sterneck Capital Management, LLC | 26 | 26 | 0.14% | 3.84% | 5.90% | Q2 2017 | Q3 2023 | 26 |
Stonehearth Capital Management, LLC | 25 | 25 | 0.47% | 3.12% | 6.62% | Q4 2017 | Q4 2023 | 25 |
HighTower Advisors, LLC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
LexAurum Advisors, LLC | 24 | 24 | 0.56% | 1.53% | 2.93% | Q4 2017 | Q3 2023 | 24 |
WADE G W & INC | 24 | 24 | 0.11% | 0.26% | 0.50% | Q4 2017 | Q3 2023 | 24 |
Trilogy Capital Inc. | 24 | 24 | 0.03% | 1.39% | 4.20% | Q4 2017 | Q3 2023 | 24 |
Horan Securities, Inc. | 11 | 6 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q2 2023 | 24 |
Frontier Wealth Management LLC | 24 | 24 | 0.01% | 1.37% | 2.75% | Q3 2016 | Q2 2022 | 24 |
Cetera Advisor Networks LLC | 19 | 5 | 0.00% | 0.04% | 0.19% | Q4 2015 | Q3 2023 | 24 |
LINCOLN NATIONAL CORP | 22 | 1 | 0.00% | 0.04% | 0.14% | Q4 2017 | Q3 2023 | 23 |
CITIGROUP INC | 16 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 23 |
MAI Capital Management | 23 | 23 | 0.00% | 0.04% | 0.12% | Q4 2016 | Q2 2022 | 23 |
Brinker Capital Investments, LLC | 23 | 23 | 0.01% | 1.03% | 2.45% | Q4 2015 | Q2 2021 | 23 |
CreativeOne Wealth, LLC | 23 | 23 | 0.22% | 4.50% | 8.72% | Q1 2018 | Q3 2023 | 23 |
PNC FINANCIAL SERVICES GROUP, INC. | 16 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 23 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 22 | 22 | 0.01% | 0.05% | 0.13% | Q3 2017 | Q4 2022 | 22 |
Schneider Downs Wealth Management Advisors, LP | 22 | 22 | 0.16% | 0.85% | 2.48% | Q4 2017 | Q1 2023 | 22 |
Lenox Wealth Advisors, LLC | 22 | 22 | 3.86% | 4.46% | 5.42% | Q4 2016 | Q1 2022 | 22 |
SYM FINANCIAL Corp | 22 | 22 | 0.01% | 0.11% | 0.81% | Q2 2018 | Q3 2023 | 22 |
SNS Financial Group, LLC | 22 | 22 | 0.04% | 0.12% | 0.27% | Q2 2016 | Q3 2021 | 22 |
Allworth Financial LP | 22 | 22 | 0.01% | 0.07% | 0.56% | Q2 2018 | Q3 2023 | 22 |
Citadel Advisors | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 21 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 21 | 0.00% | 0.43% | 0.73% | Q4 2014 | Q4 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 21 | 21 | 0.20% | 1.01% | 2.55% | Q3 2018 | Q3 2023 | 21 |
STIFEL FINANCIAL CORP | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
RVW Wealth, LLC | 20 | 20 | 0.11% | 1.37% | 2.86% | Q1 2019 | Q4 2023 | 20 |
NEXT Financial Group, Inc | 14 | 6 | 0.00% | 0.05% | 0.24% | Q4 2016 | Q4 2021 | 20 |
FMR LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.00% | 0.05% | 0.42% | Q4 2018 | Q3 2023 | 20 |
VALICENTI ADVISORY SERVICES INC | 20 | 20 | 0.32% | 0.35% | 0.45% | Q4 2018 | Q3 2023 | 20 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 19 |
FLOW TRADERS U.S. LLC | 14 | 5 | 0.00% | 0.16% | 0.46% | Q4 2018 | Q3 2023 | 19 |
Advisory Services Network, LLC | 13 | 2 | 0.00% | 0.03% | 0.20% | Q2 2016 | Q1 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.01% | 0.04% | 0.09% | Q3 2018 | Q3 2023 | 19 |
Old Port Advisors | 17 | 1 | 0.08% | 0.38% | 0.63% | Q2 2018 | Q4 2022 | 18 |
LifePlan Financial Group, Inc | 18 | 18 | 0.21% | 0.49% | 0.79% | Q2 2016 | Q3 2020 | 18 |
ASSETMARK, INC | 11 | 1 | 0.00% | 0.05% | 0.12% | Q1 2018 | Q3 2023 | 18 |
HHM Wealth Advisors, LLC | 18 | 18 | 0.15% | 0.23% | 0.32% | Q2 2019 | Q3 2023 | 18 |
US BANCORP \DE\ | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 18 |
GeoWealth Management, LLC | 18 | 18 | 0.00% | 1.84% | 4.93% | Q2 2019 | Q3 2023 | 18 |
Aptus Capital Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2021 | 17 |
TD Capital Management LLC | 16 | 16 | 0.00% | 0.17% | 0.77% | Q2 2017 | Q1 2021 | 16 |
J.P. Morgan Private Wealth Advisors LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 16 |
APPLETON PARTNERS INC/MA | 16 | 16 | 0.04% | 0.12% | 0.26% | Q4 2018 | Q3 2022 | 16 |
M&T BANK CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2020 | 16 |
Stratos Wealth Partners, LTD. | 14 | 2 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q4 2021 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 1.26% | 1.57% | 1.82% | Q4 2019 | Q3 2023 | 16 |
Crestwood Advisors Group, LLC | 15 | 15 | 0.06% | 1.20% | 3.70% | Q4 2018 | Q2 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
OLD MISSION CAPITAL LLC | 7 | 2 | 0.03% | 0.10% | 0.15% | Q1 2019 | Q3 2023 | 14 |
Janney Montgomery Scott LLC | 14 | 14 | 0.00% | 0.03% | 0.12% | Q3 2017 | Q4 2020 | 14 |
CWM, LLC | 13 | 1 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q4 2021 | 14 |
Integrated Wealth Concepts LLC | 14 | 14 | 0.01% | 0.19% | 0.42% | Q4 2018 | Q1 2022 | 14 |
CAPTRUST FINANCIAL ADVISORS | 12 | 2 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 14 |
AE Wealth Management LLC | 13 | 1 | 0.00% | 0.24% | 0.76% | Q4 2016 | Q3 2021 | 14 |
FDx Advisors, Inc. | 9 | 5 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2022 | 14 |
Astor Investment Management LLC | 14 | 14 | 0.00% | 3.03% | 4.72% | Q2 2016 | Q3 2019 | 14 |
Community Bank, N.A. | 13 | 13 | 0.43% | 0.97% | 1.39% | Q2 2016 | Q2 2019 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
HERON FINANCIAL GROUP, LLC | 9 | 1 | 0.11% | 0.15% | 0.20% | Q4 2019 | Q2 2023 | 13 |
NOTTINGHAM ADVISORS, INC. | 13 | 13 | 1.99% | 3.52% | 4.85% | Q2 2016 | Q2 2019 | 13 |
Newfound Research LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2020 | 13 |
American Portfolios Advisors | 7 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 13 |
BDO Wealth Advisors, LLC | 13 | 13 | 0.00% | 1.19% | 2.08% | Q2 2017 | Q2 2020 | 13 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 13 | 0.01% | 0.20% | 0.33% | Q4 2016 | Q4 2019 | 13 |
MUFG Americas Holdings Corp | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
John W. Brooker & Co., CPAs | 12 | 12 | 0.00% | 0.16% | 0.53% | Q4 2019 | Q3 2022 | 12 |
Rockefeller Capital Management L.P. | 12 | 12 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q2 2022 | 12 |
Geneos Wealth Management Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 12 |
BOKF, NA | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2022 | 12 |
Orion Portfolio Solutions, LLC | 10 | 2 | 0.00% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 0.11% | 0.19% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Shamrock Asset Management LLC | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q3 2019 | 12 |
Edge Wealth Management LLC | 11 | 11 | 0.08% | 0.18% | 0.29% | Q4 2016 | Q2 2019 | 11 |
MASSMUTUAL TRUST CO FSB/ADV | 11 | 11 | 0.00% | 0.23% | 0.56% | Q1 2019 | Q3 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
MGO ONE SEVEN LLC | 9 | 2 | 0.06% | 0.27% | 0.68% | Q4 2017 | Q3 2020 | 11 |
Kohmann Bosshard Financial Services, LLC | 10 | 1 | 0.05% | 0.08% | 0.13% | Q1 2017 | Q4 2019 | 11 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 11 | 11 | 0.02% | 0.09% | 0.15% | Q2 2017 | Q4 2019 | 11 |
Capital Investment Advisory Services, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Simplicity Solutions, LLC | 6 | 5 | 0.05% | 0.25% | 0.43% | Q2 2016 | Q1 2019 | 11 |
BADGLEY PHELPS & BELL INC | 10 | 10 | 0.02% | 0.44% | 0.85% | Q3 2018 | Q4 2020 | 10 |
Apella Capital, LLC | 7 | 3 | 0.06% | 0.25% | 0.73% | Q2 2021 | Q4 2023 | 10 |
Snowden Capital Advisors LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 10 |
TimeScale Financial, Inc. | 9 | 1 | 0.00% | 0.04% | 0.12% | Q4 2018 | Q2 2021 | 10 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 4 | 1 | 0.02% | 0.07% | 0.26% | Q4 2018 | Q3 2023 | 10 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
Mendel Money Management | 10 | 10 | 0.16% | 0.21% | 0.24% | Q2 2021 | Q3 2023 | 10 |
FIFTH THIRD BANCORP | 7 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 10 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 6 | 1 | 0.00% | 0.02% | 0.22% | Q4 2016 | Q1 2021 | 10 |
Physician Wealth Advisors, Inc. | 10 | 10 | 0.10% | 0.15% | 0.27% | Q3 2019 | Q4 2021 | 10 |
SMITH, MOORE & CO. | 10 | 10 | 0.15% | 0.58% | 0.90% | Q1 2017 | Q2 2019 | 10 |
Transamerica Financial Advisors, Inc. | 4 | 1 | 0.00% | 0.05% | 0.17% | Q2 2017 | Q2 2023 | 10 |
Koshinski Asset Management, Inc. | 5 | 1 | 0.00% | 0.05% | 0.09% | Q1 2019 | Q1 2022 | 9 |
EPG Wealth Management LLC | 5 | 1 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.22% | 0.23% | 0.24% | Q3 2021 | Q3 2023 | 9 |
TRUIST FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 9 |
AdvisorNet Financial, Inc | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2019 | 9 |
Atria Investments, Inc | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2018 | 9 |
Private Advisor Group, LLC | 8 | 1 | 0.00% | 0.03% | 0.06% | Q3 2017 | Q2 2020 | 9 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 9 |
Global Financial Private Capital, Inc | 7 | 2 | 0.00% | 0.72% | 1.04% | Q1 2017 | Q3 2019 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2022 | 9 |
HOWE & RUSLING INC | 9 | 9 | 0.01% | 0.12% | 0.15% | Q3 2018 | Q3 2020 | 9 |
SPC Financial, Inc. | 8 | 8 | 0.12% | 0.25% | 0.43% | Q1 2018 | Q4 2019 | 8 |
IFC Holdings Incorporated/FL | 8 | 8 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q4 2017 | 8 |
RiverFront Investment Group, LLC | 8 | 8 | 0.69% | 1.03% | 2.82% | Q1 2019 | Q4 2020 | 8 |
Baker Ellis Asset Management LLC | 8 | 8 | 0.03% | 0.23% | 0.31% | Q3 2018 | Q2 2020 | 8 |
Gradient Investments LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2018 | 8 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 8 | 8 | 0.01% | 0.04% | 0.15% | Q3 2020 | Q2 2022 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q1 2021 | 8 |
Cooper Financial Group | 8 | 8 | 0.06% | 0.39% | 1.01% | Q4 2018 | Q3 2020 | 8 |
BB&T SECURITIES, LLC | 8 | 8 | 0.00% | 0.03% | 0.08% | Q4 2017 | Q3 2019 | 8 |
Aspire Private Capital, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 8 |
Bouchey Financial Group Ltd | 8 | 8 | 3.43% | 5.72% | 7.34% | Q3 2016 | Q2 2018 | 8 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.24% | 0.38% | Q2 2018 | Q1 2020 | 8 |
Lee Financial Group Hawaii, Inc. | 8 | 8 | 2.79% | 5.16% | 8.55% | Q4 2018 | Q3 2020 | 8 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.18% | 0.56% | 1.44% | Q4 2017 | Q3 2019 | 8 |
Hudock, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2020 | 8 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
FRANKLIN RESOURCES INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
HL FINANCIAL SERVICES LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q4 2018 | 7 |
AVIANCE CAPITAL MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.13% | 0.42% | Q2 2016 | Q1 2018 | 7 |
Global Trust Asset Management, LLC | 7 | 7 | 0.26% | 0.84% | 1.28% | Q4 2017 | Q2 2019 | 7 |
DUBUQUE BANK & TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2018 | 7 |
Vestmark Advisory Solutions, Inc. | 4 | 3 | 0.04% | 0.07% | 0.21% | Q1 2019 | Q4 2020 | 7 |
Creative Planning | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2019 | 7 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q1 2019 | 7 |
MSI Financial Services Inc | 7 | 7 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q4 2016 | 7 |
SIGNATUREFD, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Jaffetilchin Investment Partners, LLC | 7 | 7 | 0.06% | 0.73% | 1.17% | Q2 2017 | Q4 2018 | 7 |
Wealthspire Advisors, LLC | 6 | 1 | 0.01% | 0.25% | 0.68% | Q3 2021 | Q3 2023 | 7 |
Kathmere Capital Management, LLC | 5 | 2 | 0.02% | 0.08% | 0.18% | Q4 2019 | Q3 2023 | 7 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 6 |
Alexandria Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2017 | 6 |
Interchange Capital Partners, LLC | 4 | 2 | 0.26% | 0.39% | 0.58% | Q4 2020 | Q3 2022 | 6 |
Accuvest Global Advisors | 5 | 1 | 0.33% | 0.69% | 0.86% | Q2 2019 | Q3 2022 | 6 |
Global Wealth Management Investment Advisory, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Capital Analysts, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Virtu Financial LLC | 5 | 1 | 0.02% | 0.41% | 1.84% | Q4 2018 | Q2 2023 | 6 |
Founders Financial Alliance, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 6 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 5 | 1 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q2 2020 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
McKinley Carter Wealth Services, Inc. | 6 | 6 | 0.03% | 0.04% | 0.07% | Q4 2020 | Q1 2022 | 6 |
Visionary Asset Management, Inc. | 6 | 6 | 0.07% | 0.07% | 0.08% | Q2 2017 | Q3 2018 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 6 |
IMS Capital Management | 5 | 1 | 0.16% | 0.18% | 0.22% | Q2 2018 | Q4 2019 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
BlackRock Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Arkadios Wealth Advisors | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2021 | 6 |
Edge Advisors, LLC | 6 | 6 | 0.10% | 0.17% | 0.20% | Q1 2017 | Q2 2018 | 6 |
FIRST NATIONAL CORP /MA/ /ADV | 5 | 5 | 0.31% | 0.33% | 0.38% | Q4 2018 | Q4 2019 | 5 |
Commonwealth Equity Services, Inc | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2017 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 5 |
PACIFIC FINANCIAL GROUP INC | 5 | 5 | 3.62% | 4.03% | 4.72% | Q4 2018 | Q4 2019 | 5 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2019 | 5 |
Private Vista, LLC | 5 | 5 | 0.17% | 0.21% | 0.26% | Q3 2017 | Q3 2018 | 5 |
Patriot Financial Group Insurance Agency, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
SALEM INVESTMENT COUNSELORS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
V Wealth Advisors LLC | 4 | 1 | 0.00% | 0.33% | 0.57% | Q1 2016 | Q2 2017 | 5 |
Choice Wealth Advisors, LLC | 5 | 5 | 0.24% | 6.09% | 10.10% | Q4 2020 | Q4 2021 | 5 |
Haverford Trust Co | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
DWM Financial Group, Inc. | 5 | 5 | 9.46% | 11.81% | 13.27% | Q4 2019 | Q4 2020 | 5 |
Cedar Brook Financial Partners, LLC | 5 | 5 | 0.13% | 0.15% | 0.19% | Q4 2018 | Q4 2019 | 5 |
AMERICAN INTERNATIONAL GROUP, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
Worth Financial Advisory Group, LLC | 4 | 4 | 0.30% | 0.31% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Frisch Financial Group, Inc. | 4 | 4 | 0.10% | 0.11% | 0.13% | Q3 2022 | Q2 2023 | 4 |
Wealthcare Advisory Partners LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
HUNTINGTON NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 4 |
First Allied Advisory Services, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2019 | 4 |
SEI INVESTMENTS CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 4 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2018 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.08% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Vawter Financial, Ltd. | 4 | 4 | 0.53% | 0.60% | 0.71% | Q4 2022 | Q3 2023 | 4 |
SONATA CAPITAL GROUP INC | 4 | 4 | 0.72% | 0.76% | 0.80% | Q2 2019 | Q1 2020 | 4 |
AlphaStar Capital Management, LLC | 4 | 4 | 0.07% | 0.10% | 0.14% | Q2 2018 | Q1 2019 | 4 |
Lake Point Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 2 | 0.25% | 0.47% | 0.68% | Q4 2017 | Q4 2018 | 4 |
GOLDMAN SACHS GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 4 |
Parallel Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 4 |
Rehmann Capital Advisory Group | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 4 |
Epstein & White Financial LLC | 4 | 4 | 0.19% | 0.21% | 0.23% | Q4 2017 | Q3 2018 | 4 |
MRA Associates USA LLC | 4 | 4 | 0.67% | 1.68% | 2.58% | Q4 2018 | Q3 2019 | 4 |
Cetera Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Simply Money Advisors | 4 | 4 | 5.04% | 5.54% | 6.26% | Q2 2017 | Q1 2018 | 4 |
Apollon Wealth Management, LLC | 4 | 4 | 0.02% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
RAYMOND JAMES TRUST N.A. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2019 | 4 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.03% | 0.08% | Q4 2015 | Q4 2016 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q1 2021 | 3 |
OneDigital Investment Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Berman Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Bank of New York Mellon Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 3 |
Andesa Financial Management Inc. | 3 | 3 | 0.79% | 1.05% | 1.24% | Q4 2018 | Q2 2019 | 3 |
Clear Creek Financial Management, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q2 2019 | Q4 2019 | 3 |
Lee Financial Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Smithfield Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
IHT Wealth Management, LLC | 3 | 3 | 0.02% | 0.05% | 0.07% | Q4 2017 | Q2 2018 | 3 |
TCI Wealth Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 3 | 0.02% | 0.07% | 0.18% | Q4 2017 | Q2 2018 | 3 |
Wealthquest Corp | 3 | 3 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q2 2019 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Veritable, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.62% | 0.89% | 1.44% | Q1 2023 | Q3 2023 | 3 |
IFG Advisory, LLC | 2 | 1 | 0.04% | 0.08% | 0.15% | Q1 2019 | Q4 2019 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 3 |
Hayden Royal, LLC | 3 | 3 | 0.24% | 0.37% | 0.51% | Q1 2019 | Q3 2019 | 3 |
WASHINGTON TRUST BANK | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Bedel Financial Consulting, Inc. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q1 2022 | 3 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Black Swift Group, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q4 2018 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
TRUST CO OF VERMONT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Essex Savings Bank | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q1 2019 | 2 |
Eagle Bay Advisors LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q2 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 2 |
NWK Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Moloney Securities Asset Management, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q1 2018 | Q2 2018 | 2 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 2 |
Cerity Partners LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Clear Perspective Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Sanctuary Wealth Management, L.L.C. | 2 | 2 | 0.21% | 0.29% | 0.38% | Q2 2019 | Q3 2019 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Venturi Wealth Management, LLC | 2 | 2 | 1.28% | 1.29% | 1.30% | Q1 2019 | Q2 2019 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
NATIONAL PLANNING CORP | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2017 | Q3 2017 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q1 2020 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Lloyd Advisory Services, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 2 |
ACG Wealth | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2015 | Q2 2015 | 2 |
COZAD ASSET MANAGEMENT INC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2020 | Q3 2020 | 2 |
Edge Capital Group, LLC | 1 | 1 | 0.14% | 0.16% | 0.19% | Q4 2018 | Q2 2019 | 2 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DAYMARK WEALTH PARTNERS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Glassman Wealth Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
RiverGlades Family Offices LLC | 1 | 1 | 6.48% | 6.48% | 6.48% | Q4 2018 | Q4 2018 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Outlook Wealth Advisors, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2018 | Q4 2018 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Sigma Planning Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
AllSquare Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Berger Financial Group, Inc | 1 | 1 | 1.39% | 1.39% | 1.39% | Q4 2020 | Q4 2020 | 1 |
Clarity Wealth Advisors, LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q4 2019 | Q4 2019 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
THORNBURG INVESTMENT MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Retirement Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
HARBOUR INVESTMENTS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Royal Harbor Partners, LLC | 1 | 1 | 3.66% | 3.66% | 3.66% | Q1 2020 | Q1 2020 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
KARLINSKI ANDREW C | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Argentus Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Source Financial Advisors LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2020 | Q4 2020 | 1 |
Elm Partners Management LLC | 1 | 1 | 2.69% | 2.69% | 2.69% | Q3 2021 | Q3 2021 | 1 |
WFG Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Trust Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
NorthCrest Asset Manangement, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Intrua Financial, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
Security Financial Services, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Caprock Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
External links
This page lists all the filers that currently own JP MORGAN EXCHANGE TRADED FD or have owned JP MORGAN EXCHANGE TRADED FD in the past.