Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 32 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2024 | 36 |
JPMORGAN CHASE & CO | 27 | 7 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2024 | 34 |
UBS Group AG | 33 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2024 | 34 |
JANE STREET GROUP, LLC | 18 | 1 | 0.00% | 0.01% | 0.06% | Q1 2015 | Q2 2024 | 34 |
AMERIPRISE FINANCIAL INC | 32 | 32 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2024 | 32 |
LPL Financial LLC | 30 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2024 | 32 |
ROYAL BANK OF CANADA | 29 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2024 | 31 |
Ancora Advisors LLC | 31 | 31 | 0.00% | 0.08% | 0.38% | Q4 2016 | Q2 2024 | 31 |
MORGAN STANLEY | 30 | 30 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2024 | 30 |
RAYMOND JAMES & ASSOCIATES | 30 | 30 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2024 | 30 |
American Money Management, LLC | 28 | 28 | 1.63% | 2.46% | 3.58% | Q3 2017 | Q2 2024 | 28 |
Wolf Group Capital Advisors | 28 | 28 | 0.41% | 1.96% | 4.62% | Q3 2017 | Q2 2024 | 28 |
Raymond James Financial Services Advisors, Inc. | 19 | 8 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2024 | 27 |
CreativeOne Wealth, LLC | 26 | 26 | 0.02% | 1.70% | 5.03% | Q1 2018 | Q2 2024 | 26 |
COMMONWEALTH EQUITY SERVICES, LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2024 | 25 |
WADE G W & INC | 25 | 25 | 0.06% | 0.36% | 0.96% | Q4 2017 | Q4 2023 | 25 |
SYM FINANCIAL Corp | 25 | 25 | 0.02% | 0.08% | 0.36% | Q2 2018 | Q2 2024 | 25 |
HighTower Advisors, LLC | 25 | 25 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q2 2023 | 25 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 24 | 24 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2024 | 24 |
WELLS FARGO & COMPANY/MN | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2024 | 24 |
Frontier Wealth Management LLC | 24 | 24 | 0.01% | 0.68% | 1.43% | Q3 2016 | Q2 2022 | 24 |
CITIGROUP INC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2024 | 23 |
Cambridge Investment Research Advisors, Inc. | 17 | 6 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q2 2024 | 23 |
ENVESTNET ASSET MANAGEMENT INC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2024 | 23 |
Slow Capital, Inc. | 18 | 2 | 0.01% | 0.17% | 0.29% | Q4 2017 | Q2 2024 | 22 |
RVW Wealth, LLC | 22 | 22 | 0.00% | 0.65% | 2.57% | Q1 2019 | Q2 2024 | 22 |
Investors Research Corp | 22 | 22 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2024 | 22 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2024 | 20 |
Focus Financial Network, Inc. | 11 | 2 | 0.02% | 0.04% | 0.08% | Q1 2019 | Q2 2024 | 20 |
Rain Capital Management, LLC | 20 | 20 | 0.04% | 0.27% | 1.34% | Q3 2019 | Q2 2024 | 20 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2024 | 19 |
CWM, LLC | 18 | 18 | 0.00% | 0.02% | 0.08% | Q1 2017 | Q2 2021 | 18 |
OSAIC HOLDINGS, INC. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2024 | 18 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 18 | 18 | 1.74% | 3.45% | 4.56% | Q1 2017 | Q2 2021 | 18 |
GeoWealth Management, LLC | 17 | 17 | 0.00% | 0.54% | 2.41% | Q2 2019 | Q2 2023 | 17 |
FLOW TRADERS U.S. LLC | 7 | 2 | 0.01% | 0.09% | 0.54% | Q2 2019 | Q2 2024 | 17 |
Linscomb Wealth, Inc. | 17 | 17 | 0.45% | 0.60% | 0.75% | Q2 2020 | Q2 2024 | 17 |
Carroll Financial Associates, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 17 |
Cerity Partners OCIO LLC | 17 | 17 | 0.02% | 0.15% | 0.32% | Q4 2018 | Q4 2022 | 17 |
NewEdge Advisors, LLC | 9 | 7 | 0.00% | 0.01% | 0.07% | Q3 2019 | Q2 2024 | 16 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2022 | 16 |
MML INVESTORS SERVICES, LLC | 7 | 4 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2024 | 16 |
HERON FINANCIAL GROUP, LLC | 15 | 15 | 0.33% | 0.82% | 1.41% | Q4 2019 | Q2 2023 | 15 |
Allworth Financial LP | 14 | 1 | 0.01% | 0.04% | 0.14% | Q1 2020 | Q2 2024 | 15 |
Berger Financial Group, Inc | 15 | 15 | 0.26% | 0.43% | 0.70% | Q4 2020 | Q2 2024 | 15 |
TIEMANN INVESTMENT ADVISORS, LLC | 15 | 15 | 0.13% | 0.47% | 0.85% | Q4 2020 | Q2 2024 | 15 |
KCS Wealth Advisory | 14 | 14 | 0.26% | 0.39% | 0.50% | Q2 2020 | Q3 2023 | 14 |
Crumly & Associates Inc. | 8 | 2 | 0.25% | 1.38% | 4.56% | Q4 2019 | Q3 2023 | 13 |
TRUIST FINANCIAL CORP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 13 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 13 | 13 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q4 2019 | 13 |
Dynamic Advisor Solutions LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q2 2024 | 13 |
Disciplined Investments, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
Shamrock Asset Management LLC | 13 | 13 | 0.01% | 0.04% | 0.10% | Q3 2016 | Q3 2019 | 13 |
OLD MISSION CAPITAL LLC | 5 | 1 | 0.02% | 0.11% | 0.51% | Q3 2018 | Q2 2024 | 13 |
LexAurum Advisors, LLC | 13 | 13 | 0.23% | 0.50% | 0.82% | Q4 2018 | Q4 2021 | 13 |
IMS Capital Management | 13 | 13 | 0.08% | 0.57% | 1.02% | Q2 2017 | Q2 2020 | 13 |
Advisor Group, Inc. | 12 | 12 | 0.00% | 0.00% | 0.03% | Q1 2017 | Q4 2019 | 12 |
ASSETMARK, INC | 12 | 12 | 0.00% | 0.08% | 0.14% | Q1 2018 | Q4 2020 | 12 |
MASSMUTUAL TRUST CO FSB/ADV | 12 | 12 | 0.00% | 0.13% | 0.26% | Q1 2019 | Q4 2021 | 12 |
RAYMOND JAMES TRUST N.A. | 8 | 4 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q2 2024 | 12 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 12 | 12 | 0.01% | 0.04% | 0.06% | Q2 2017 | Q1 2020 | 12 |
Laurel Wealth Advisors, Inc. | 7 | 5 | 0.04% | 0.09% | 0.19% | Q4 2019 | Q4 2022 | 12 |
LifePlan Financial Group, Inc | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2020 | 11 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2024 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 10 |
Horan Securities, Inc. | 7 | 3 | 0.03% | 0.07% | 0.11% | Q4 2020 | Q2 2023 | 10 |
Advisory Services Network, LLC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2024 | 10 |
BB&T SECURITIES, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2019 | 10 |
SIGNET FINANCIAL MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.05% | 0.10% | Q3 2018 | Q2 2024 | 10 |
Baystate Wealth Management LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2023 | 9 |
WealthTrust Fairport, LLC | 9 | 9 | 0.00% | 0.18% | 0.42% | Q1 2017 | Q1 2019 | 9 |
RFG Advisory, LLC | 4 | 2 | 0.01% | 0.05% | 0.08% | Q1 2018 | Q2 2024 | 9 |
CADENCE BANK NA | 9 | 9 | 0.11% | 0.12% | 0.14% | Q2 2020 | Q2 2022 | 9 |
NEXT Financial Group, Inc | 9 | 9 | 0.00% | 0.05% | 0.13% | Q2 2019 | Q2 2021 | 9 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 8 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2019 | 8 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
Cadence Bank | 8 | 8 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q2 2024 | 8 |
Schiavi & Co LLC | 8 | 8 | 0.19% | 0.52% | 0.98% | Q3 2022 | Q2 2024 | 8 |
KWB Wealth | 8 | 8 | 0.05% | 0.77% | 1.03% | Q3 2022 | Q2 2024 | 8 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 6 | 2 | 0.24% | 0.48% | 0.84% | Q4 2017 | Q4 2019 | 8 |
HEADINVEST, LLC | 7 | 1 | 0.02% | 0.07% | 0.09% | Q1 2019 | Q3 2023 | 8 |
SONATA CAPITAL GROUP INC | 8 | 8 | 0.40% | 1.54% | 2.06% | Q2 2019 | Q1 2021 | 8 |
RHS Financial, LLC | 8 | 8 | 0.22% | 2.95% | 3.63% | Q3 2022 | Q2 2024 | 8 |
THRIVENT FINANCIAL FOR LUTHERANS | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 8 |
Wagner Wealth Management, LLC | 8 | 8 | 0.01% | 0.09% | 0.22% | Q3 2022 | Q2 2024 | 8 |
CAPTRUST FINANCIAL ADVISORS | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2024 | 8 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 7 | 7 | 0.38% | 0.51% | 0.64% | Q1 2018 | Q3 2019 | 7 |
Amplius Wealth Advisors, LLC | 7 | 7 | 0.61% | 2.49% | 4.02% | Q4 2022 | Q2 2024 | 7 |
Argent Trust Co | 7 | 7 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q2 2024 | 7 |
Cetera Advisor Networks LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2023 | 7 |
PRIVATE TRUST CO NA | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2024 | 7 |
Private Advisor Group, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2024 | 7 |
Bond & Devick Financial Network, Inc. | 7 | 7 | 0.20% | 0.30% | 0.40% | Q4 2022 | Q2 2024 | 7 |
HUNTINGTON NATIONAL BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 |
Family Asset Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2024 | 7 |
Aurora Private Wealth, Inc. | 7 | 7 | 0.18% | 0.22% | 0.27% | Q4 2019 | Q2 2021 | 7 |
SHEPHERD KAPLAN KROCHUK, LLC | 7 | 7 | 0.90% | 1.26% | 1.62% | Q4 2022 | Q2 2024 | 7 |
Lodestone Wealth Management LLC | 7 | 7 | 0.19% | 0.26% | 0.33% | Q4 2022 | Q2 2024 | 7 |
SAM Advisors, LLC | 7 | 7 | 3.41% | 3.56% | 3.76% | Q4 2022 | Q2 2024 | 7 |
DUBUQUE BANK & TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2018 | 7 |
Corient Private Wealth LLC | 7 | 7 | 0.02% | 0.03% | 0.06% | Q4 2022 | Q2 2024 | 7 |
Richard P Slaughter Associates Inc | 6 | 6 | 0.13% | 0.15% | 0.17% | Q1 2023 | Q2 2024 | 6 |
PHH Investments, Ltd. | 6 | 6 | 1.35% | 1.42% | 1.46% | Q3 2018 | Q4 2019 | 6 |
Accel Wealth Management | 6 | 6 | 0.11% | 0.32% | 0.44% | Q1 2023 | Q2 2024 | 6 |
First Pacific Financial | 5 | 1 | 0.01% | 0.91% | 5.38% | Q3 2020 | Q2 2024 | 6 |
Atria Investments, Inc | 4 | 2 | 0.01% | 0.04% | 0.06% | Q1 2018 | Q1 2020 | 6 |
EdgeRock Capital LLC | 3 | 3 | 0.20% | 0.27% | 0.37% | Q4 2022 | Q2 2024 | 6 |
Empirical Asset Management, LLC | 6 | 6 | 0.39% | 1.08% | 1.38% | Q1 2023 | Q2 2024 | 6 |
Sound Income Strategies, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 6 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 5 | 1 | 0.02% | 0.04% | 0.11% | Q4 2021 | Q4 2023 | 6 |
MAI Capital Management | 6 | 6 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q1 2020 | 6 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2024 | 6 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 6 |
Sharkey, Howes & Javer | 6 | 6 | 0.07% | 0.18% | 0.30% | Q1 2023 | Q2 2024 | 6 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.12% | 0.16% | 0.22% | Q4 2018 | Q1 2020 | 6 |
Strategic Financial Concepts, LLC | 6 | 6 | 0.59% | 0.82% | 1.09% | Q1 2023 | Q2 2024 | 6 |
GPS Wealth Strategies Group, LLC | 6 | 6 | 0.00% | 0.02% | 0.02% | Q1 2023 | Q2 2024 | 6 |
Teamwork Financial Advisors, LLC | 5 | 5 | 0.04% | 0.55% | 1.45% | Q1 2023 | Q1 2024 | 5 |
Avestar Capital, LLC | 5 | 5 | 0.04% | 0.18% | 0.27% | Q2 2023 | Q2 2024 | 5 |
Cerity Partners LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q2 2024 | 5 |
LINCOLN NATIONAL CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2024 | 5 |
Sigma Planning Corp | 3 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2024 | 5 |
SYNOVUS FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
Kingsview Wealth Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q2 2023 | Q2 2024 | 5 |
Visionary Wealth Advisors | 5 | 5 | 0.05% | 0.06% | 0.07% | Q2 2023 | Q2 2024 | 5 |
STIFEL FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 5 |
LFA - Lugano Financial Advisors SA | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2021 | 5 |
AdvisorNet Financial, Inc | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2024 | 5 |
John W. Brooker & Co., CPAs | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
First Horizon Advisors, Inc. | 5 | 5 | 0.12% | 0.14% | 0.18% | Q2 2023 | Q2 2024 | 5 |
PACIFIC FINANCIAL GROUP INC | 5 | 5 | 0.91% | 1.57% | 2.67% | Q4 2018 | Q4 2019 | 5 |
L & S Advisors Inc | 5 | 5 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q2 2024 | 5 |
Farther Finance Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2024 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 5 | 0.00% | 0.08% | 0.19% | Q2 2016 | Q2 2017 | 5 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
TOWNSQUARE CAPITAL LLC | 5 | 5 | 0.01% | 0.04% | 0.07% | Q2 2023 | Q2 2024 | 5 |
Integrated Wealth Concepts LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q2 2024 | 5 |
Occidental Asset Management, LLC | 5 | 5 | 0.18% | 0.22% | 0.24% | Q2 2023 | Q2 2024 | 5 |
AE Wealth Management LLC | 5 | 5 | 0.00% | 0.02% | 0.05% | Q4 2022 | Q4 2023 | 5 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2023 | Q2 2024 | 4 |
Jaffetilchin Investment Partners, LLC | 4 | 4 | 0.50% | 0.69% | 1.16% | Q2 2017 | Q1 2018 | 4 |
Geneos Wealth Management Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q4 2023 | 4 |
Edge Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
VICTORY CAPITAL MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
Next Capital Management LLC | 4 | 4 | 0.06% | 0.08% | 0.11% | Q4 2018 | Q3 2019 | 4 |
Perigon Wealth Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 4 |
Opes Wealth Management LLC | 4 | 4 | 0.30% | 0.45% | 0.53% | Q1 2019 | Q4 2019 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
Paradigm Financial Partners, LLC | 4 | 4 | 0.10% | 0.12% | 0.15% | Q3 2023 | Q2 2024 | 4 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 4 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q2 2024 | 4 |
Atria Wealth Solutions, Inc. | 4 | 4 | 0.00% | 0.02% | 0.02% | Q3 2023 | Q2 2024 | 4 |
Global Retirement Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q1 2024 | 4 |
US BANCORP \DE\ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
Advisors Capital Management, LLC | 4 | 4 | 0.00% | 0.02% | 0.06% | Q3 2023 | Q2 2024 | 4 |
Wealthspire Advisors, LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q3 2023 | Q2 2024 | 4 |
SeaCrest Wealth Management, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Andesa Financial Management Inc. | 4 | 4 | 0.24% | 0.26% | 0.29% | Q4 2018 | Q3 2019 | 4 |
Omega Financial Group, LLC | 2 | 2 | 0.15% | 0.17% | 0.19% | Q4 2018 | Q2 2020 | 4 |
Cedar Point Capital Partners, LLC | 3 | 3 | 0.97% | 1.00% | 1.05% | Q4 2023 | Q2 2024 | 3 |
Integrity Advisory, LLC | 2 | 1 | 0.22% | 0.32% | 0.42% | Q1 2022 | Q4 2022 | 3 |
PRECEDENT WEALTH PARTNERS, LLC | 3 | 3 | 0.38% | 0.43% | 0.49% | Q4 2023 | Q2 2024 | 3 |
BKM Wealth Management, LLC | 3 | 3 | 0.29% | 0.35% | 0.47% | Q4 2023 | Q2 2024 | 3 |
Tidemark, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Spire Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 3 |
Stratos Wealth Partners, LTD. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
Bedel Financial Consulting, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.07% | 0.14% | Q4 2022 | Q2 2024 | 3 |
FIFTH THIRD BANCORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Virtu Financial LLC | 3 | 3 | 0.01% | 0.07% | 0.10% | Q4 2018 | Q2 2019 | 3 |
MN Wealth Advisors, LLC | 3 | 3 | 0.19% | 0.21% | 0.22% | Q4 2023 | Q2 2024 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.03% | 0.15% | 0.22% | Q4 2017 | Q4 2018 | 3 |
Ameritas Investment Company, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
JONES FINANCIAL COMPANIES LLLP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Trilogy Capital Inc. | 2 | 1 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q1 2024 | 3 |
PFG Advisors | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Walkner Condon Financial Advisors LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q4 2023 | Q2 2024 | 3 |
49 WEALTH MANAGEMENT, LLC | 3 | 3 | 0.58% | 3.63% | 5.26% | Q4 2023 | Q2 2024 | 3 |
Financial Partners Group, Inc | 3 | 3 | 0.66% | 0.80% | 0.88% | Q4 2022 | Q2 2023 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
55I, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 3 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2024 | 3 |
CAROLINAS WEALTH CONSULTING LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Jacobi Capital Management LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q1 2024 | Q2 2024 | 2 |
Pinnacle Family Advisors, LLC | 2 | 2 | 0.26% | 0.28% | 0.30% | Q4 2020 | Q1 2021 | 2 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
ETFIDEA, LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q4 2021 | Q1 2022 | 2 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2024 | 2 |
WHITTIER TRUST CO OF NEVADA INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 2 |
ETRADE Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Continuum Advisory, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
SIMON QUICK ADVISORS, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Mariner, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q1 2024 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q4 2020 | 2 |
Security Financial Services, INC. | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2023 | Q4 2023 | 2 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q4 2023 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Sequent Planning LLC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q1 2024 | Q2 2024 | 2 |
ICA Group Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2023 | Q1 2024 | 2 |
Bank of New York Mellon Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q4 2020 | 2 |
Colony Group, LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q1 2024 | Q2 2024 | 2 |
Janney Montgomery Scott LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Parallel Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
SMITH, MOORE & CO. | 2 | 2 | 0.22% | 0.23% | 0.23% | Q2 2023 | Q3 2023 | 2 |
TD Capital Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
Edge Financial Advisors LLC | 1 | 1 | 1.65% | 1.65% | 1.65% | Q1 2024 | Q1 2024 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q3 2023 | Q3 2023 | 1 |
Beverly Hills Private Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2024 | Q2 2024 | 1 |
KARLINSKI ANDREW C | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SFMG, LLC | 1 | 1 | 5.67% | 5.67% | 5.67% | Q2 2015 | Q2 2015 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Cedar Brook Financial Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Navalign, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
FIFTH THIRD SECURITIES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2024 | Q2 2024 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Tactive Advisors, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2024 | Q1 2024 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Key FInancial Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2024 | Q2 2024 | 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 |
GTS SECURITIES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
&PARTNERS | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2024 | Q2 2024 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2024 | Q2 2024 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Northwest Financial Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
S. R. Schill & Associates | 1 | 1 | 1.94% | 1.94% | 1.94% | Q4 2019 | Q4 2019 | 1 |
BlackDiamond Wealth Management, LLC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q1 2022 | Q1 2022 | 1 |
Strid Group, LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q4 2018 | Q4 2018 | 1 |
Global Assets Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q1 2024 | 1 |
Opes Advisors Inc | 1 | 1 | 2.07% | 2.07% | 2.07% | Q4 2018 | Q4 2018 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2024 | Q2 2024 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
FOCUS FINANCIAL NETWORK INC /ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2023 | Q4 2023 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
CIBC Private Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
MorganRosel Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
NWAM LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q1 2024 | 1 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2024 | Q2 2024 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
RMR Wealth Builders | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Kestra Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WINTRUST INVESTMENTS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2024 | Q2 2024 | 1 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2021 | Q4 2021 | 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.