J P MORGAN EXCHANGE TRADED F shareholder history

Current and past J P MORGAN EXCHANGE TRADED F shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 10100.00%0.00%0.00%Q2 2021Q3 202329
WOLVERINE TRADING, LLC 310.00%0.00%0.01%Q3 2021Q3 202319
SUSQUEHANNA INTERNATIONAL GROUP, LLP 420.00%0.00%0.01%Q1 2021Q3 202316
WELLS FARGO & COMPANY/MN 11110.00%0.06%0.18%Q1 2021Q3 202315
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 14140.00%0.08%0.17%Q2 2020Q3 202314
Detalus Advisors, LLC 14140.30%1.02%1.52%Q2 2020Q3 202314
Cornerstone Advisory, LLC 14140.07%10.14%14.99%Q2 2020Q3 202314
OSAIC HOLDINGS, INC. 14140.00%0.22%0.61%Q2 2020Q3 202314
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 14140.29%1.82%3.52%Q2 2020Q3 202314
JPMORGAN CHASE & CO 14140.00%0.10%0.18%Q2 2020Q3 202314
Day & Ennis, LLC 13130.30%1.13%1.61%Q3 2020Q3 202313
Prime Capital Investment Advisors, LLC 13130.03%0.45%1.44%Q3 2020Q3 202313
Cambridge Advisors Inc. 13130.12%0.65%1.37%Q3 2020Q3 202313
AdvisorNet Financial, Inc 13130.00%0.05%0.17%Q3 2020Q3 202313
Janney Montgomery Scott LLC 13130.00%0.25%0.48%Q3 2020Q3 202313
Advisory Resource Group 13131.42%3.18%4.31%Q3 2020Q3 202313
Ellis Investment Partners, LLC 13130.05%0.80%1.72%Q3 2020Q3 202313
Requisite Capital Management, LLC 13135.88%21.21%34.88%Q3 2020Q3 202313
Curtis Advisory Group, LLC 13130.16%2.12%2.99%Q3 2020Q3 202313
IFP Advisors, Inc 13130.00%0.14%0.45%Q3 2020Q3 202313
COMMONWEALTH EQUITY SERVICES, LLC 13130.01%0.11%0.31%Q3 2020Q3 202313
Steward Partners Investment Advisory, LLC 12120.00%0.16%0.39%Q4 2020Q3 202312
Integrated Advisors Network LLC 12120.02%0.68%1.24%Q4 2020Q3 202312
Redmond Asset Management, LLC 12120.08%0.37%0.71%Q4 2020Q3 202312
Modus Advisors, LLC 12120.12%0.33%0.46%Q1 2021Q4 202312
Delta Investment Management, LLC 12120.53%1.86%3.03%Q4 2020Q3 202312
Capital Investment Advisors, LLC 12120.04%0.60%1.02%Q1 2021Q4 202312
Beta Wealth Group, Inc. 12123.55%4.03%4.76%Q4 2020Q3 202312
Tranquility Partners, LLC 12120.15%0.32%0.48%Q4 2020Q3 202312
MJP ASSOCIATES INC /ADV 12120.28%1.73%5.54%Q4 2020Q3 202312
ROYAL BANK OF CANADA 12120.00%0.04%0.10%Q4 2020Q3 202312
Cambridge Investment Research Advisors, Inc. 12120.02%0.31%0.56%Q4 2020Q3 202312
Castle Rock Wealth Management, LLC 12120.28%0.93%1.59%Q4 2020Q3 202312
Arete Wealth Advisors, LLC 12120.12%0.51%1.47%Q4 2020Q3 202312
NOTTINGHAM ADVISORS, INC. 11110.75%2.64%5.75%Q1 2021Q3 202311
Sowell Financial Services LLC 650.00%0.19%0.57%Q3 2020Q3 202311
HARBOR INVESTMENT ADVISORY, LLC 11110.02%0.19%0.34%Q1 2021Q3 202311
ENVESTNET ASSET MANAGEMENT INC 11110.00%0.06%0.14%Q1 2021Q3 202311
MGO ONE SEVEN LLC 11110.07%0.48%0.80%Q1 2021Q3 202311
Raymond James Financial Services Advisors, Inc. 11110.00%0.03%0.12%Q1 2021Q3 202311
Rockefeller Capital Management L.P. 11110.01%0.09%0.26%Q1 2021Q3 202311
AE Wealth Management LLC 11110.00%0.09%0.33%Q1 2021Q3 202311
Sandy Spring Bank 11110.04%0.42%0.96%Q1 2021Q3 202311
CENTAURUS FINANCIAL, INC. 11110.13%0.30%0.54%Q1 2021Q3 202311
Sigma Planning Corp 11110.01%0.29%0.80%Q1 2021Q3 202311
ATLAS CAPITAL ADVISORS LLC 11110.07%0.21%0.36%Q1 2021Q3 202311
IAM Advisory, LLC 920.07%0.19%0.36%Q4 2020Q3 202311
Allen Capital Group, LLC 830.69%1.37%2.10%Q4 2020Q3 202311
FIFTH THIRD BANCORP 11110.00%0.00%0.00%Q1 2021Q3 202311
Koshinski Asset Management, Inc. 11110.03%0.63%1.13%Q1 2021Q3 202311
Kestra Advisory Services, LLC 11110.01%0.16%0.35%Q1 2021Q3 202311
MERCER GLOBAL ADVISORS INC /ADV 11110.01%0.01%0.03%Q1 2021Q3 202311
BLAIR WILLIAM & CO/IL 11110.00%0.00%0.02%Q1 2021Q3 202311
Cetera Advisors LLC 11110.02%0.45%0.77%Q1 2021Q3 202311
KESTRA PRIVATE WEALTH SERVICES, LLC 11110.03%0.13%0.25%Q1 2021Q3 202311
Highlander Capital Management, LLC 11110.11%0.18%0.31%Q1 2021Q3 202311
HighTower Advisors, LLC 11110.00%0.06%0.16%Q1 2021Q3 202311
HOURGLASS CAPITAL, LLC 11110.21%0.75%1.67%Q1 2021Q3 202311
Orion Portfolio Solutions, LLC 11110.02%0.05%0.14%Q1 2021Q3 202311
Perigon Wealth Management, LLC 1010.03%0.18%0.24%Q3 2011Q3 202311
Community Bank, N.A. 11110.49%0.98%1.57%Q1 2021Q3 202311
Nelson Capital Management, LLC 11110.28%0.44%0.60%Q1 2021Q3 202311
Spire Wealth Management 11110.14%0.26%0.50%Q1 2021Q3 202311
Capital Analysts, LLC 11110.24%0.39%0.51%Q1 2021Q3 202311
Cetera Advisor Networks LLC 11110.01%0.29%0.67%Q1 2021Q3 202311
BANK OF AMERICA CORP /DE/ 11110.00%0.07%0.16%Q1 2021Q3 202311
Bridge Advisory, LLC 11110.28%0.69%0.88%Q1 2021Q3 202311
Baird Financial Group, Inc. 10100.00%0.04%0.10%Q2 2021Q3 202310
RiverFront Investment Group, LLC 10100.68%3.77%8.04%Q2 2021Q3 202310
CENTRAL TRUST Co 10100.00%0.48%0.82%Q2 2021Q3 202310
Seelaus Asset Management LLC 10100.19%0.32%0.53%Q2 2021Q3 202310
Haverford Trust Co 10100.01%0.01%0.02%Q2 2021Q3 202310
Marcum Wealth, LLC 10100.05%0.10%0.20%Q2 2021Q3 202310
Source Financial Advisors LLC 10100.19%0.96%2.36%Q2 2021Q3 202310
Avidian Wealth Solutions, LLC 550.02%0.36%1.68%Q1 2021Q3 202310
SteelPeak Wealth, LLC 10100.09%0.09%0.10%Q2 2021Q3 202310
Outlook Wealth Advisors, LLC 10100.23%0.42%0.52%Q2 2021Q3 202310
TRUIST FINANCIAL CORP 10100.00%0.06%0.10%Q2 2021Q3 202310
MCDONALD PARTNERS LLC 730.07%0.36%0.59%Q1 2021Q3 202310
CAPTRUST FINANCIAL ADVISORS 820.00%0.06%0.12%Q2 2020Q3 202310
StrongBox Wealth, LLC 10100.87%3.46%4.93%Q3 2021Q4 202310
MONTAG A & ASSOCIATES INC 10100.00%0.01%0.02%Q2 2021Q3 202310
GeoWealth Management, LLC 10100.09%0.37%0.85%Q2 2021Q3 202310
WEDBUSH SECURITIES INC 10100.01%0.19%0.46%Q2 2021Q3 202310
THOROUGHBRED FINANCIAL SERVICES, LLC 10100.06%0.45%1.36%Q2 2021Q3 202310
Patriot Financial Group Insurance Agency, LLC 640.00%0.14%0.89%Q1 2021Q3 202310
Advisory Services Network, LLC 10100.00%0.16%0.35%Q2 2021Q3 202310
SIGNATUREFD, LLC 10100.00%0.01%0.03%Q2 2021Q3 202310
MEANS INVESTMENT CO., INC. 10100.04%0.60%0.78%Q2 2021Q3 202310
Strategic Blueprint, LLC 10100.02%0.19%0.39%Q2 2021Q3 202310
Baystate Wealth Management LLC 10100.02%0.05%0.08%Q2 2021Q3 202310
MidWestOne Financial Group, Inc. 10100.05%0.44%0.60%Q2 2021Q3 202310
Moors & Cabot, Inc. 10100.05%0.21%0.34%Q2 2021Q3 202310
Cherry Creek Investment Advisors, Inc. 10100.39%1.62%2.35%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.05%0.16%Q1 2021Q3 202310
Mascoma Wealth Management LLC 910.01%0.75%0.94%Q1 2021Q3 202310
Realta Investment Advisors 10100.07%0.63%0.91%Q2 2021Q3 202310
Andesa Financial Management Inc. 10100.29%0.97%1.37%Q4 2020Q1 202310
LAKE STREET PRIVATE WEALTH, LLC 10100.47%1.35%1.84%Q2 2021Q3 202310
Lee Financial Group Hawaii, Inc. 10100.19%0.85%1.66%Q2 2021Q3 202310
Eudaimonia Partners, LLC 730.04%0.70%1.18%Q1 2021Q3 202310
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10100.07%1.57%2.47%Q2 2021Q3 202310
FIRST FOUNDATION ADVISORS 10100.01%0.44%1.54%Q2 2021Q3 202310
EVERMAY WEALTH MANAGEMENT LLC 10100.06%0.66%1.23%Q2 2021Q3 202310
B. Riley Wealth Advisors, Inc. 10100.03%0.31%0.66%Q2 2021Q3 202310
FORTEM FINANCIAL GROUP, LLC 910.00%0.17%0.26%Q4 2020Q3 202310
MORGAN STANLEY 10100.00%0.09%0.18%Q2 2021Q3 202310
MML INVESTORS SERVICES, LLC 10100.02%0.29%0.66%Q2 2021Q3 202310
PNC FINANCIAL SERVICES GROUP, INC. 10100.00%0.01%0.03%Q2 2021Q3 202310
PARSONS CAPITAL MANAGEMENT INC/RI 10100.02%0.05%0.09%Q2 2021Q3 202310
RAYMOND JAMES & ASSOCIATES 10100.01%0.05%0.09%Q2 2021Q3 202310
First PREMIER Bank 10100.05%0.29%0.54%Q2 2021Q3 202310
Lowe Wealth Advisors, LLC 10100.23%1.60%2.34%Q3 2021Q4 202310
Capital Investment Advisory Services, LLC 640.00%0.05%0.23%Q1 2021Q3 202310
Grant/GrossMendelsohn, LLC 10101.02%3.54%7.14%Q2 2021Q3 202310
Krilogy Financial LLC 10100.03%0.19%0.39%Q2 2021Q3 202310
STIFEL FINANCIAL CORP 10100.00%0.04%0.14%Q2 2021Q3 202310
LPL Financial LLC 10100.00%0.01%0.04%Q2 2021Q3 202310
J.W. COLE ADVISORS, INC. 820.03%0.45%1.35%Q1 2021Q3 202310
OPTIMUM INVESTMENT ADVISORS 10100.01%0.02%0.03%Q3 2021Q4 202310
Dynamic Advisor Solutions LLC 10100.18%0.49%0.70%Q2 2021Q3 202310
Stockman Wealth Management, Inc. 10100.08%0.10%0.14%Q2 2021Q3 202310
Vestmark Advisory Solutions, Inc. 10100.02%0.14%0.25%Q2 2021Q3 202310
LINCOLN NATIONAL CORP 10100.01%0.06%0.15%Q2 2021Q3 202310
FAS Wealth Partners, Inc. 10100.01%2.55%8.10%Q2 2021Q3 202310
Global Trust Asset Management, LLC 10100.01%0.05%0.23%Q2 2021Q3 202310
Retirement Group, LLC 10100.00%0.02%0.06%Q2 2021Q3 202310
Indie Asset Partners, LLC 10100.29%0.47%0.62%Q2 2021Q3 202310
Richard P Slaughter Associates Inc 10103.42%6.22%9.35%Q3 2021Q4 202310
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 10100.22%1.48%2.37%Q2 2021Q3 202310
EMFO, LLC 10100.00%0.56%0.85%Q2 2021Q3 202310
GABLES CAPITAL MANAGEMENT INC. 991.02%1.11%1.23%Q3 2021Q3 20239
Wealth Management Partners, LLC 990.25%0.32%0.39%Q3 2021Q3 20239
Essex Financial Services, Inc. 990.03%0.29%0.54%Q3 2021Q3 20239
OneDigital Investment Advisors LLC 990.01%0.12%0.22%Q3 2021Q3 20239
REGIONS FINANCIAL CORP 990.00%0.01%0.02%Q3 2021Q3 20239
RAYMOND JAMES TRUST N.A. 990.02%0.05%0.07%Q3 2021Q3 20239
Capital Advisors Wealth Management, LLC 991.68%4.36%7.32%Q3 2021Q3 20239
CARY STREET PARTNERS ASSET MANAGEMENT LLC 811.70%2.21%2.61%Q2 2021Q3 20239
KMG FIDUCIARY PARTNERS, LLC 990.04%0.45%0.77%Q3 2021Q3 20239
Accuvest Global Advisors 990.33%2.02%2.88%Q3 2021Q3 20239
Hudson Capital Management LLC 990.66%3.86%4.68%Q3 2021Q3 20239
IPG Investment Advisors LLC 540.06%0.07%0.09%Q2 2021Q3 20239
CVA Family Office, LLC 810.26%1.17%2.15%Q2 2021Q3 20239
Snowden Capital Advisors LLC 810.03%0.08%0.12%Q2 2021Q3 20239
Visionary Wealth Advisors 990.08%0.36%0.59%Q3 2021Q3 20239
DAVENPORT & Co LLC 990.00%0.03%0.07%Q3 2021Q3 20239
Derbend Asset Management 994.99%8.65%12.17%Q3 2021Q3 20239
Clearview Wealth Advisors LLC 990.01%0.04%0.16%Q2 2021Q2 20239
LEVEL FOUR ADVISORY SERVICES, LLC 990.07%0.12%0.16%Q3 2021Q3 20239
Herold Advisors, Inc. 990.31%0.45%0.67%Q3 2021Q3 20239
Gradient Investments LLC 991.13%1.36%1.72%Q3 2021Q3 20239
CIBC WORLD MARKET INC. 990.00%0.01%0.02%Q3 2021Q3 20239
Regal Investment Advisors LLC 990.05%0.15%0.30%Q3 2021Q3 20239
FMR LLC 810.00%0.00%0.00%Q4 2020Q3 20239
CAMBRIDGE TRUST CO 990.01%1.01%2.02%Q3 2021Q3 20239
Parallel Advisors, LLC 990.00%0.05%0.15%Q3 2021Q3 20239
Wealth Dimensions Group, Ltd. 990.38%0.50%0.60%Q3 2021Q3 20239
VICUS CAPITAL 990.10%0.15%0.25%Q3 2021Q3 20239
BENJAMIN F. EDWARDS & COMPANY, INC. 990.00%0.01%0.02%Q3 2021Q3 20239
SCOTIA CAPITAL INC. 990.00%0.03%0.06%Q3 2021Q3 20239
UBS Group AG 990.00%0.04%0.11%Q3 2021Q3 20239
Qube Research & Technologies Ltd 720.00%0.03%0.08%Q2 2021Q3 20239
Independent Wealth Network Inc. 990.23%1.06%2.18%Q3 2021Q3 20239
Meridian Financial Partners LLC 990.14%3.86%12.02%Q3 2021Q3 20239
INVESTMENT ADVISORY SERVICES INC /TX /ADV 990.22%3.02%5.55%Q3 2021Q3 20239
High Net Worth Advisory Group LLC 990.68%1.66%2.64%Q4 2021Q4 20239
AVALON CAPITAL MANAGEMENT 993.59%4.15%5.23%Q3 2021Q3 20239
Kingsview Wealth Management, LLC 630.02%0.22%0.30%Q2 2021Q3 20239
US BANCORP \DE\ 990.00%0.00%0.00%Q3 2021Q3 20239
Capital Market Strategies LLC 990.44%0.65%1.13%Q4 2021Q4 20239
AVANTAX ADVISORY SERVICES, INC. 990.00%0.08%0.34%Q3 2021Q3 20239
Clear Creek Financial Management, LLC 540.04%0.26%0.54%Q2 2021Q3 20239
Brinker Capital Investments, LLC 990.00%0.06%0.09%Q4 2020Q4 20229
Cooper Financial Group 990.12%1.85%2.75%Q3 2021Q3 20239
Wagner Wealth Management, LLC 990.05%4.19%8.87%Q3 2021Q3 20239
Brookstone Capital Management 990.01%0.41%0.81%Q3 2021Q3 20239
TIEMANN INVESTMENT ADVISORS, LLC 990.12%0.15%0.20%Q3 2021Q3 20239
JFS WEALTH ADVISORS, LLC 990.00%0.01%0.02%Q3 2021Q3 20239
Newbridge Financial Services Group, Inc. 990.01%0.08%0.22%Q3 2021Q3 20239
BEAM WEALTH ADVISORS, INC. 990.55%1.41%2.38%Q3 2021Q3 20239
HBW ADVISORY SERVICES LLC 990.07%3.65%5.89%Q3 2021Q3 20239
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 990.00%0.00%0.00%Q2 2021Q2 20239
CreativeOne Wealth, LLC 990.06%0.20%0.43%Q3 2021Q3 20239
EPG Wealth Management LLC 990.04%0.19%0.36%Q3 2021Q3 20239
U.S. Capital Wealth Advisors, LLC 990.02%0.26%0.60%Q3 2021Q3 20239
NVWM, LLC 990.06%0.13%0.25%Q3 2021Q3 20239
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 990.03%0.11%0.20%Q3 2021Q3 20239
Mutual Advisors, LLC 990.02%0.42%0.87%Q3 2021Q3 20239
Spinnaker Investment Group, LLC 880.08%0.32%0.48%Q4 2021Q3 20238
Virtue Capital Management, LLC 880.06%0.10%0.14%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.01%0.18%0.30%Q4 2021Q3 20238
Sage Advisory Services, Ltd.Co. 881.38%5.19%9.48%Q4 2021Q3 20238
Global Retirement Partners, LLC 710.00%0.04%0.12%Q3 2021Q3 20238
Alterity Financial Group, LLC 610.36%0.44%0.48%Q1 2021Q3 20238
Accel Wealth Management 880.39%0.51%0.61%Q4 2021Q3 20238
SMITH, MOORE & CO. 880.07%0.22%0.49%Q4 2021Q3 20238
RPg Family Wealth Advisory, LLC 880.00%1.08%1.87%Q4 2021Q3 20238
Paladin Advisory Group, LLC 881.22%2.16%2.72%Q4 2021Q3 20238
Masso Torrence Wealth Management Inc. 882.04%3.57%4.27%Q4 2021Q3 20238
CWM, LLC 880.00%0.01%0.05%Q4 2021Q3 20238
TRUSTCORE FINANCIAL SERVICES, LLC 880.00%0.00%0.00%Q1 2021Q4 20228
American Money Management, LLC 880.16%0.19%0.21%Q4 2021Q3 20238
Blue Chip Partners, LLC 880.02%0.03%0.07%Q4 2021Q3 20238
PARAGON FINANCIAL PARTNERS, INC. 880.41%0.59%0.69%Q4 2021Q3 20238
MONEY CONCEPTS CAPITAL CORP 880.00%0.09%0.42%Q4 2021Q3 20238
Tradition Wealth Management, LLC 880.17%1.62%2.47%Q4 2021Q3 20238
STEPHENS INC /AR/ 880.00%0.16%0.37%Q4 2021Q3 20238
HBK Sorce Advisory LLC 530.03%0.11%0.17%Q3 2021Q3 20238
O'ROURKE & COMPANY, Inc 880.65%1.51%2.10%Q4 2021Q3 20238
Belpointe Asset Management LLC 880.02%0.22%0.36%Q4 2021Q3 20238
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.00%0.03%0.08%Q4 2021Q3 20238
Eagle Bluffs Wealth Management LLC 884.70%5.54%6.88%Q4 2021Q3 20238
Jaffetilchin Investment Partners, LLC 880.74%1.53%2.40%Q4 2021Q3 20238
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 883.13%3.73%4.21%Q4 2021Q3 20238
BlackDiamond Wealth Management, LLC 880.28%1.13%2.31%Q4 2021Q3 20238
WEST MICHIGAN ADVISORS, LLC 880.16%1.44%3.81%Q4 2021Q3 20238
Paragon Private Wealth Management, LLC 880.37%0.44%0.54%Q4 2021Q3 20238
Vigilare Wealth Management 880.38%0.79%1.64%Q1 2022Q4 20238
NCM Capital Management, LLC 880.31%2.69%4.27%Q4 2021Q3 20238
TCG Advisory Services, LLC 880.28%1.61%2.54%Q4 2021Q3 20238
PFG Advisors 880.11%0.57%0.97%Q4 2021Q3 20238
FDx Advisors, Inc. 880.01%0.25%0.67%Q4 2021Q3 20238
COLONY GROUP LLC 710.01%0.01%0.01%Q3 2021Q3 20238
Legacy Bridge, LLC 881.05%1.19%1.31%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.01%0.07%0.20%Q4 2021Q3 20238
Round Rock Advisors, LLC 880.38%0.62%1.10%Q4 2021Q3 20238
Financial Architects, Inc 440.26%1.74%2.96%Q2 2021Q2 20238
Clarity Wealth Advisors, LLC 880.10%0.60%1.06%Q4 2021Q3 20238
OPPENHEIMER & CO INC 880.02%0.05%0.14%Q4 2021Q3 20238
KRAEMATON INVESTMENT ADVISORS, INC 880.83%1.79%2.38%Q4 2021Q3 20238
RBA Wealth Management, LLC 880.13%0.16%0.18%Q4 2021Q3 20238
CAHILL FINANCIAL ADVISORS INC 710.04%0.31%0.47%Q3 2021Q3 20238
PATTEN & PATTEN INC/TN 880.61%1.17%1.70%Q4 2021Q3 20238
SILVERLAKE WEALTH MANAGEMENT LLC 880.19%0.81%1.91%Q4 2021Q3 20238
LVZ, Inc. 880.14%0.18%0.24%Q4 2021Q3 20238
JSF Financial, LLC 880.10%0.24%0.46%Q4 2021Q3 20238
FSC Wealth Advisors, LLC 880.06%0.26%0.74%Q4 2021Q3 20238
Bristlecone Advisors, LLC 880.10%0.37%0.52%Q4 2021Q3 20238
TOWNSQUARE CAPITAL LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Cetera Investment Advisers 880.01%0.18%0.29%Q4 2021Q3 20238
Sandbox Financial Partners, LLC 880.19%2.50%4.84%Q4 2021Q3 20238
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 880.00%0.06%0.14%Q4 2021Q3 20238
Total Clarity Wealth Management, Inc. 620.01%0.23%0.83%Q3 2021Q3 20238
Curran Financial Partners, LLC 880.59%3.03%4.48%Q4 2021Q3 20238
Geneos Wealth Management Inc. 880.01%0.26%0.37%Q4 2021Q3 20238
D'Orazio & Associates, Inc. 880.67%3.34%6.27%Q4 2021Q3 20238
FARMERS & MERCHANTS INVESTMENTS INC 880.00%0.00%0.00%Q4 2021Q3 20238
Aptus Capital Advisors, LLC 880.01%0.44%0.95%Q4 2021Q3 20238
Prospera Financial Services Inc 880.03%0.73%1.02%Q4 2021Q3 20238
Sterling Investment Advisors, Ltd. 880.02%0.37%0.64%Q4 2021Q3 20238
FAGAN ASSOCIATES, INC. 880.90%1.47%2.01%Q4 2021Q3 20238
Kovack Advisors, Inc. 880.03%0.11%0.24%Q4 2021Q3 20238
Kistler-Tiffany Companies, LLC 880.01%0.02%0.02%Q3 2021Q2 20238
Integrated Wealth Concepts LLC 880.06%0.29%0.51%Q4 2021Q3 20238
WFA of San Diego, LLC 880.75%1.07%1.46%Q4 2021Q3 20238
ROVIN CAPITAL /UT/ /ADV 880.56%1.08%1.62%Q4 2021Q3 20238
Caprock Group, LLC 880.02%0.12%0.22%Q4 2021Q3 20238
Cerity Partners LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Apeiron RIA LLC 880.03%0.36%0.50%Q4 2021Q3 20238
ASSETMARK, INC 880.00%0.00%0.00%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.02%0.06%Q4 2021Q3 20238
Newport Capital Group, LLC 620.83%1.57%2.54%Q3 2021Q3 20238
Cypress Capital Management LLC (WY) 882.14%2.68%3.28%Q4 2021Q3 20238
SFMG, LLC 770.08%0.66%1.03%Q1 2022Q3 20237
BRIGHTON JONES LLC 520.01%0.02%0.03%Q4 2021Q3 20237
Clearstead Advisors, LLC 770.01%2.24%3.45%Q1 2022Q3 20237
YorkBridge Wealth Partners, LLC 520.07%0.08%0.09%Q1 2021Q4 20227
Members Advisory Group LLC 770.85%1.63%3.53%Q1 2022Q3 20237
HOWARD FINANCIAL SERVICES, LTD. 770.12%0.28%0.48%Q1 2022Q3 20237
Asset Dedication, LLC 770.00%0.00%0.00%Q4 2021Q2 20237
BROWN ADVISORY INC 770.01%0.01%0.02%Q1 2022Q3 20237
Worth Asset Management, LLC 770.10%0.36%0.83%Q1 2022Q3 20237
Hexagon Capital Partners LLC 770.00%0.05%0.21%Q1 2022Q3 20237
Peregrine Asset Advisers, Inc. 770.39%1.49%1.88%Q3 2020Q1 20227
Windsor Wealth Management, Inc. 770.08%0.60%0.91%Q1 2022Q3 20237
CITIZENS FINANCIAL GROUP INC/RI 770.01%0.04%0.07%Q1 2022Q3 20237
VERUS CAPITAL PARTNERS, LLC 770.18%0.36%0.50%Q1 2022Q3 20237
Mayfair Advisory Group, LLC 770.61%3.01%6.01%Q1 2022Q3 20237
UNITED CAPITAL FINANCIAL ADVISORS, LLC 770.01%0.01%0.02%Q3 2021Q1 20237
Avior Wealth Management, LLC 770.00%0.02%0.06%Q1 2022Q3 20237
ETFIDEA, LLC 520.09%0.59%1.02%Q4 2021Q3 20237
Cresset Asset Management, LLC 770.01%0.04%0.07%Q1 2022Q3 20237
Pinnacle Wealth Management Advisory Group, LLC 770.04%1.56%2.56%Q1 2022Q3 20237
Destiny Wealth Partners, LLC 770.81%0.91%1.03%Q1 2022Q3 20237
PFS INVESTMENTS INC. 770.26%0.91%1.35%Q4 2021Q2 20237
Fragasso Group Inc. 770.22%1.49%2.17%Q2 2022Q4 20237
Concord Wealth Partners 430.00%0.23%0.66%Q4 2021Q3 20237
APPLETON PARTNERS INC/MA 770.04%0.49%0.95%Q2 2022Q4 20237
Atria Wealth Solutions, Inc. 770.17%0.36%0.51%Q1 2022Q3 20237
LEE JOHNSON CAPITAL MANAGEMENT, LLC 430.48%21.71%45.71%Q4 2021Q3 20237
Trust Co 770.02%0.09%0.12%Q1 2022Q3 20237
HB Wealth Management, LLC 770.05%0.06%0.06%Q1 2022Q3 20237
PINNACLE ASSOCIATES LTD 770.01%0.42%0.64%Q1 2022Q3 20237
Bouchey Financial Group Ltd 771.53%2.74%3.47%Q1 2022Q3 20237
FRANKLIN RESOURCES INC 770.00%0.03%0.04%Q1 2022Q3 20237
Pacific Center for Financial Services 430.10%6.17%11.35%Q4 2021Q3 20237
Princeton Global Asset Management LLC 770.16%0.67%1.06%Q1 2022Q3 20237
NEIRG Wealth Management, LLC 771.66%2.89%3.53%Q4 2021Q2 20237
DUBUQUE BANK & TRUST CO 771.64%1.91%2.07%Q1 2022Q3 20237
RATIONAL ADVISORS LLC 773.24%4.15%5.04%Q1 2022Q3 20237
Ancora Advisors LLC 770.01%0.03%0.07%Q1 2022Q3 20237
Transform Wealth, LLC 770.03%0.33%1.20%Q1 2022Q3 20237
Columbus Macro, LLC 770.08%0.21%0.28%Q1 2022Q3 20237
First Heartland Consultants, Inc. 770.05%0.38%0.69%Q1 2022Q3 20237
Laurel Wealth Advisors, Inc. 770.12%0.61%1.41%Q2 2021Q4 20227
Interchange Capital Partners, LLC 771.00%1.59%1.94%Q1 2022Q3 20237
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 410.03%0.70%1.71%Q1 2021Q2 20237
NWAM LLC 770.02%0.04%0.05%Q1 2022Q3 20237
SlateStone Wealth, LLC 770.13%1.71%3.78%Q1 2022Q3 20237
Creative Planning 770.00%0.01%0.01%Q1 2022Q3 20237
Walkner Condon Financial Advisors LLC 770.16%1.05%1.62%Q1 2022Q3 20237
Stratos Investment Management, LLC 520.04%0.73%2.18%Q4 2021Q3 20237
Avestar Capital, LLC 770.37%1.26%3.05%Q1 2022Q3 20237
Baker Avenue Asset Management, LP 770.01%0.05%0.12%Q1 2022Q3 20237
Wealthfront Advisers LLC 770.00%0.02%0.04%Q1 2022Q3 20237
NewEdge Advisors, LLC 610.01%0.05%0.11%Q4 2021Q3 20237
BANK OF MONTREAL /CAN/ 520.00%0.00%0.00%Q4 2021Q3 20237
Dana Investment Advisors, Inc. 770.01%0.02%0.04%Q1 2022Q3 20237
Leelyn Smith, LLC 770.05%0.11%0.16%Q1 2022Q3 20237
MASSMUTUAL TRUST CO FSB/ADV 770.02%0.04%0.07%Q2 2022Q4 20237
Continuum Advisory, LLC 770.05%0.26%0.41%Q1 2022Q3 20237
AXXCESS WEALTH MANAGEMENT, LLC 430.31%0.54%0.70%Q4 2021Q3 20237
EVERGREEN CAPITAL MANAGEMENT LLC 770.07%0.07%0.08%Q1 2022Q3 20237
Sunbelt Securities, Inc. 520.06%0.12%0.19%Q4 2021Q3 20237
Private Advisor Group, LLC 770.00%0.03%0.06%Q1 2022Q3 20237
PERSONAL CFO SOLUTIONS, LLC 771.09%1.21%1.27%Q1 2022Q3 20237
SYNOVUS FINANCIAL CORP 770.01%0.17%0.24%Q1 2022Q3 20237
SILVER OAK SECURITIES, INCORPORATED 770.05%0.26%0.56%Q1 2022Q3 20237
Financial Futures Ltd Liability Co. 774.81%7.72%10.32%Q1 2022Q3 20237
Compagnie Lombard Odier SCmA 770.00%0.00%0.00%Q4 2021Q2 20237
Laffer Tengler Investments, Inc. 770.13%0.25%0.40%Q1 2022Q3 20237
Executive Wealth Management, LLC 770.25%0.28%0.32%Q1 2022Q3 20237
Aurora Private Wealth, Inc. 770.46%1.60%3.15%Q1 2022Q3 20237
THRIVENT FINANCIAL FOR LUTHERANS 770.00%0.03%0.07%Q1 2022Q3 20237
CITIGROUP INC 310.00%0.00%0.01%Q1 2021Q3 20237
Westshore Wealth, LLC 772.60%3.25%3.73%Q4 2021Q2 20237
TrinityPoint Wealth, LLC 770.06%0.41%0.61%Q1 2022Q3 20237
GUARDIAN WEALTH ADVISORS, LLC / NC 660.22%2.62%4.05%Q2 2022Q3 20236
Sugarloaf Wealth Management, LLC 660.00%0.04%0.08%Q2 2022Q3 20236
ICA Group Wealth Management, LLC 660.04%0.39%0.74%Q2 2022Q3 20236
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
WealthPlan Investment Management, LLC 660.47%0.54%0.63%Q3 2022Q4 20236
Smallwood Wealth Investment Management, LLC 660.26%0.38%0.53%Q2 2022Q3 20236
Stegent Equity Advisors, Inc. 662.16%2.37%2.54%Q2 2022Q3 20236
Fortress Wealth Management, Inc. 661.66%2.59%3.41%Q2 2022Q3 20236
Lebenthal Global Advisors, LLC 6610.03%13.21%15.23%Q2 2022Q3 20236
Moser Wealth Advisors, LLC 420.37%0.81%1.07%Q1 2022Q3 20236
Ascent Group, LLC 660.03%0.04%0.04%Q4 2021Q1 20236
FINANCIAL MANAGEMENT NETWORK INC 510.10%0.20%0.38%Q1 2022Q3 20236
Hudock, Inc. 660.00%0.03%0.06%Q2 2021Q3 20226
Ten Capital Wealth Advisors, LLC 667.22%8.45%9.54%Q1 2022Q2 20236
Somerset Trust Co 660.15%0.36%0.57%Q3 2022Q4 20236
ROTHSCHILD INVESTMENT LLC /IL 660.22%0.53%0.65%Q2 2022Q3 20236
COUNTRY CLUB BANK /GFN 660.37%0.75%0.99%Q2 2022Q3 20236
FIRST MANHATTAN CO. LLC. 660.00%0.00%0.00%Q2 2022Q3 20236
Independence Bank of Kentucky 660.04%0.08%0.26%Q2 2022Q3 20236
Ahrens Investment Partners LLC 510.05%0.11%0.17%Q2 2021Q1 20236
Atria Investments, Inc 660.06%0.09%0.12%Q2 2022Q3 20236
RESOURCES MANAGEMENT CORP /CT/ /ADV 660.00%0.00%0.00%Q2 2022Q3 20236
C2C Wealth Management, LLC 420.07%0.10%0.18%Q1 2022Q3 20236
Beacon Pointe Advisors, LLC 660.04%0.07%0.16%Q2 2022Q3 20236
SIMPLEX TRADING, LLC 310.00%0.00%0.00%Q2 2021Q3 20236
EUDAIMONIA ADVISORS LLC 660.37%1.09%1.42%Q2 2022Q3 20236
Confluence Wealth Services, Inc. 660.11%3.08%4.23%Q2 2022Q3 20236
RFG Advisory, LLC 660.02%0.04%0.08%Q2 2022Q3 20236
Aprio Wealth Management, LLC 660.16%0.50%1.19%Q2 2022Q3 20236
Summit X, LLC 660.06%0.07%0.08%Q1 2022Q2 20236
Arkadios Wealth Advisors 420.00%0.06%0.12%Q1 2021Q3 20236
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 660.02%0.04%0.06%Q2 2022Q3 20236
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 660.03%0.29%0.66%Q2 2022Q3 20236
55I, LLC 660.03%0.08%0.19%Q2 2021Q3 20226
Coastal Bridge Advisors, LLC 660.53%4.75%6.96%Q2 2022Q3 20236
SRS Capital Advisors, Inc. 510.01%0.01%0.02%Q1 2022Q3 20236
MBA Advisors LLC 662.12%2.80%3.18%Q2 2022Q3 20236
MISSION WEALTH MANAGEMENT, LP 660.03%0.09%0.17%Q2 2022Q3 20236
Compass Ion Advisors, LLC 660.26%10.68%14.84%Q2 2022Q3 20236
Beck Bode, LLC 660.76%0.80%0.84%Q2 2022Q3 20236
MARK SHEPTOFF FINANCIAL PLANNING, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Mariner, LLC 660.01%0.03%0.04%Q2 2022Q3 20236
RETIREMENT GUYS FORMULA LLC 662.03%3.18%4.22%Q2 2022Q3 20236
AVAII WEALTH MANAGEMENT, LLC 660.37%1.96%2.60%Q2 2022Q3 20236
PEAK FINANCIAL ADVISORS LLC 660.49%2.59%5.62%Q1 2022Q2 20236
Alpha Cubed Investments, LLC 660.05%0.07%0.08%Q1 2022Q2 20236
F3Logic, LLC 660.05%0.08%0.13%Q3 2021Q4 20226
Simplicity Solutions, LLC 660.05%0.09%0.13%Q2 2022Q3 20236
Atlantic Union Bankshares Corp 662.44%3.46%3.95%Q2 2022Q3 20236
TORONTO DOMINION BANK 660.01%0.03%0.04%Q2 2022Q3 20236
Allworth Financial LP 660.00%0.29%0.36%Q2 2022Q3 20236
&PARTNERS 660.13%0.15%0.17%Q2 2022Q3 20236
NATIONAL BANK OF CANADA /FI/ 660.00%0.00%0.00%Q2 2022Q3 20236
NOVARE CAPITAL MANAGEMENT LLC 660.03%0.11%0.15%Q2 2022Q3 20236
Robertson Stephens Wealth Management, LLC 660.02%0.07%0.09%Q2 2022Q3 20236
Principle Wealth Partners LLC 660.03%0.12%0.58%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.02%0.02%0.03%Q2 2022Q3 20236
Cadence Bank 660.04%0.07%0.10%Q2 2022Q3 20236
WESPAC Advisors, LLC 330.32%0.42%0.64%Q4 2021Q3 20236
Roof Eidam Maycock Peralta, LLC 660.09%0.10%0.11%Q2 2022Q3 20236
JT Stratford LLC 660.07%0.22%0.51%Q2 2022Q3 20236
Crewe Advisors LLC 660.04%0.11%0.26%Q2 2022Q3 20236
FinTrust Capital Advisors, LLC 660.16%0.28%0.33%Q2 2022Q3 20236
Equitable Holdings, Inc. 660.01%0.02%0.04%Q2 2022Q3 20236
Reitz Capital Advisors LLC 661.06%9.60%21.73%Q2 2022Q3 20236
Edgemoor Investment Advisors, Inc. 660.25%0.31%0.36%Q2 2022Q3 20236
Mechanics Bank Trust Department 660.48%1.32%2.06%Q2 2022Q3 20236
Wick Capital Partners, LLC 663.03%4.71%7.06%Q2 2022Q3 20236
Prentice Wealth Management LLC 662.90%5.78%14.45%Q2 2022Q3 20236
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 660.06%0.40%0.78%Q2 2022Q3 20236
BAKER TILLY WEALTH MANAGEMENT, LLC 660.03%0.06%0.09%Q3 2021Q4 20226
Archer Investment Corp 330.03%0.04%0.06%Q3 2021Q3 20236
Sovereign Financial Group, Inc. 660.15%0.21%0.31%Q2 2022Q3 20236
Lido Advisors, LLC 660.00%0.01%0.01%Q2 2022Q3 20236
Selective Wealth Management, Inc. 330.01%1.90%4.67%Q2 2022Q4 20236
SeaCrest Wealth Management, LLC 660.05%0.30%0.51%Q2 2022Q3 20236
CALTON & ASSOCIATES, INC. 410.09%0.64%2.43%Q1 2022Q3 20235
Galvin, Gaustad & Stein, LLC 550.03%0.11%0.15%Q3 2022Q3 20235
Founders Financial Alliance, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
Core Wealth Advisors, Inc. 550.01%0.09%0.19%Q3 2022Q3 20235
WEALTH EFFECTS LLC 550.42%0.71%0.96%Q3 2022Q3 20235
American Planning Services, Inc. 550.46%9.54%15.68%Q3 2022Q3 20235
Navis Wealth Advisors, LLC 410.11%0.41%0.57%Q4 2020Q3 20235
ELCO Management Co., LLC 550.88%0.95%1.12%Q3 2022Q3 20235
HERBST GROUP, LLC 550.91%1.20%1.54%Q3 2022Q3 20235
Badgley Phelps Wealth Managers, LLC 550.68%0.91%1.33%Q4 2021Q4 20225
COURIER CAPITAL LLC 550.03%0.04%0.05%Q3 2022Q3 20235
Zullo Investment Group, Inc. 550.00%0.01%0.03%Q4 2021Q4 20225
3EDGE Asset Management, LP 410.04%0.05%0.06%Q2 2020Q3 20215
Redhawk Wealth Advisors, Inc. 550.17%1.74%7.44%Q3 2021Q3 20225
New England Private Wealth Advisors LLC 550.10%0.91%1.44%Q3 2022Q3 20235
Financial Partners Group, Inc 553.87%5.45%5.94%Q3 2022Q3 20235
Bouvel Investment Partners, LLC 555.39%6.07%6.69%Q3 2022Q3 20235
Astoria Portfolio Advisors LLC. 550.15%0.22%0.27%Q3 2022Q3 20235
Strategic Asset Management, LLC 550.03%0.08%0.15%Q3 2021Q3 20225
Signature Wealth Management Partners, LLC 550.81%4.51%6.89%Q3 2022Q3 20235
LifePro Asset Management 550.25%0.38%0.48%Q3 2022Q3 20235
Penserra Capital Management LLC 550.00%0.01%0.01%Q3 2021Q3 20225
Retirement Planning Group, LLC 550.03%0.05%0.06%Q3 2022Q3 20235
COLUMBIA ADVISORY PARTNERS LLC 550.27%0.46%0.66%Q3 2022Q3 20235
Fortress Wealth Group, LLC 552.96%4.58%5.52%Q3 2022Q3 20235
Forum Financial Management, LP 550.01%0.01%0.01%Q2 2022Q2 20235
Beacon Financial Advisory LLC 552.30%4.07%5.36%Q3 2022Q3 20235
Fusion Family Wealth LLC 410.04%0.05%0.05%Q2 2022Q3 20235
Consilium Wealth Advisory, LLC 551.62%3.73%6.27%Q3 2022Q3 20235
Bank of New York Mellon Corp 550.00%0.00%0.02%Q3 2022Q3 20235
AJ WEALTH STRATEGIES, LLC 550.04%0.07%0.13%Q2 2022Q2 20235
Crestmont Private Wealth LLC 550.24%0.38%0.46%Q2 2022Q2 20235
Sargent Bickham Lagudis LLC 550.00%0.00%0.01%Q4 2021Q4 20225
Bernardo Wealth Planning LLC 550.21%6.34%7.91%Q3 2022Q3 20235
Graypoint LLC 550.87%2.05%2.62%Q3 2022Q3 20235
Magnus Financial Group LLC 550.85%3.09%4.79%Q3 2022Q3 20235
S.C. Financial Services, Inc. 550.29%0.39%0.45%Q4 2021Q4 20225
Trinity Legacy Partners, LLC 552.70%2.93%3.16%Q3 2022Q3 20235
JANE STREET GROUP, LLC 310.00%0.01%0.01%Q4 2021Q2 20235
Hanson & Doremus Investment Management 550.02%0.05%0.07%Q3 2021Q3 20225
Bellwether Advisors, LLC 550.08%0.26%0.36%Q3 2022Q3 20235
CIBC Private Wealth Group, LLC 550.15%0.29%0.38%Q3 2022Q3 20235
CHILDRESS CAPITAL ADVISORS, LLC 553.62%4.86%6.30%Q3 2022Q3 20235
Drexel Morgan & Co. 550.10%0.25%0.42%Q2 2020Q2 20215
FRG Family Wealth Advisors LLC 550.24%0.46%0.73%Q3 2022Q3 20235
CREATIVE FINANCIAL DESIGNS INC /ADV 550.00%0.01%0.02%Q3 2022Q3 20235
MADDEN SECURITIES Corp 551.20%4.94%6.70%Q3 2022Q3 20235
Stratos Wealth Partners, LTD. 550.01%0.02%0.02%Q3 2022Q3 20235
Meridian Wealth Management, LLC 410.03%0.05%0.06%Q2 2022Q3 20235
TRUE Private Wealth Advisors 550.05%0.06%0.06%Q3 2022Q3 20235
SHEETS SMITH WEALTH MANAGEMENT 550.04%0.17%0.26%Q3 2022Q3 20235
Autumn Glory Partners, LLC 550.29%0.54%0.66%Q3 2022Q3 20235
American Portfolios Advisors 550.01%0.09%0.22%Q3 2021Q3 20225
Balboa Wealth Partners 550.72%0.81%0.91%Q3 2022Q3 20235
Prosperity Consulting Group, LLC 550.50%1.61%2.28%Q3 2022Q3 20235
Biechele Royce Advisors 550.13%0.16%0.18%Q3 2022Q3 20235
AllSquare Wealth Management LLC 550.36%0.47%0.55%Q3 2022Q3 20235
BCGM Wealth Management, LLC 550.17%1.14%2.14%Q3 2022Q3 20235
Mach-1 Financial Group, LLC 550.01%0.40%1.01%Q3 2022Q3 20235
WealthPLAN Partners, LLC 550.49%0.54%0.62%Q4 2022Q4 20235
AlphaStar Capital Management, LLC 550.06%0.22%0.44%Q3 2022Q3 20235
Capstone Financial Advisors, Inc. 550.04%0.04%0.04%Q3 2022Q3 20235
Johnson Bixby & Associates, LLC 552.51%4.19%5.33%Q3 2022Q3 20235
Argent Trust Co 550.02%0.35%0.59%Q3 2022Q3 20235
Stonebridge Capital Advisors LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Financial Management Professionals, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
HUNTINGTON NATIONAL BANK 310.00%0.00%0.00%Q3 2021Q3 20235
IVC Wealth Advisors LLC 550.24%2.90%5.17%Q3 2022Q3 20235
SEAVIEW INVESTMENT MANAGERS LLC 550.08%0.09%0.11%Q3 2022Q3 20235
Rainsberger Wealth Advisors, Inc. 550.37%0.51%0.63%Q3 2022Q3 20235
PIN OAK INVESTMENT ADVISORS INC 550.04%0.04%0.05%Q3 2022Q3 20235
BTS Asset Management, Inc. 550.24%0.46%1.00%Q3 2022Q3 20235
TCI Wealth Advisors, Inc. 410.00%0.00%0.00%Q3 2021Q1 20235
Frontier Wealth Management LLC 550.02%0.14%0.41%Q2 2021Q2 20225
CoreFirst Bank & Trust 550.07%0.48%0.83%Q3 2022Q3 20235
Tower Research Capital LLC (TRC) 410.00%0.01%0.04%Q3 2021Q2 20235
SkyOak Wealth, LLC 550.08%0.15%0.22%Q3 2022Q3 20235
Kore Private Wealth LLC 550.19%0.48%0.68%Q3 2021Q3 20225
Apexium Financial, LP 550.14%0.16%0.17%Q3 2022Q3 20235
MBL Wealth, LLC 550.71%0.99%1.20%Q3 2022Q3 20235
MAI Capital Management 550.00%0.03%0.04%Q3 2022Q3 20235
Colonial Trust Co / SC 440.03%0.05%0.09%Q4 2022Q3 20234
Prosperity Wealth Management, Inc. 440.90%1.18%1.37%Q4 2022Q3 20234
Financial Alternatives, Inc 444.48%4.71%5.08%Q4 2022Q3 20234
Joel Isaacson & Co., LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.21%1.42%2.22%Q4 2022Q3 20234
Apollon Wealth Management, LLC 440.33%0.35%0.40%Q4 2022Q3 20234
Eaton Financial Holdings Company, LLC 447.17%17.30%21.98%Q4 2022Q3 20234
INDEPENDENT INVESTORS INC 440.15%0.16%0.20%Q4 2022Q3 20234
Asio Capital, LLC 440.00%0.01%0.01%Q4 2021Q3 20224
Garden State Investment Advisory Services LLC 440.99%1.41%2.02%Q4 2022Q3 20234
UMB Bank, n.a. 310.00%0.00%0.00%Q2 2022Q3 20234
MEEDER ASSET MANAGEMENT INC 310.00%0.03%0.04%Q3 2022Q3 20234
BOS Asset Management, LLC 440.19%0.21%0.22%Q4 2022Q3 20234
GREAT VALLEY ADVISOR GROUP, INC. 440.03%0.06%0.07%Q4 2022Q3 20234
Leucadia National 440.00%0.02%0.03%Q4 2022Q3 20234
Smithfield Trust Co 440.00%0.00%0.00%Q3 2021Q2 20224
Carson Advisory Inc. 440.21%0.21%0.22%Q4 2022Q3 20234
N.E.W. Advisory Services LLC 440.04%0.16%0.28%Q4 2022Q3 20234
AIFG Consultants Ltd. 448.16%8.38%8.59%Q4 2022Q3 20234
Stratos Wealth Advisors, LLC 220.01%0.06%0.10%Q4 2021Q3 20234
Pointe Capital Management LLC 440.23%0.47%0.64%Q4 2022Q3 20234
BBJS FINANCIAL ADVISORS, LLC 440.03%0.04%0.04%Q4 2022Q3 20234
COLLECTIVE FAMILY OFFICE LLC 310.12%0.15%0.23%Q2 2022Q3 20234
Register Financial Advisors LLC 440.72%1.27%1.68%Q4 2022Q3 20234
Family Asset Management, LLC 440.93%1.15%1.31%Q4 2022Q3 20234
Carr Financial Group Corp 444.47%4.85%5.31%Q4 2022Q3 20234
Lionsbridge Wealth Management LLC 442.05%2.18%2.35%Q4 2022Q3 20234
Financial Guidance Group, Inc. 446.99%7.63%7.95%Q4 2022Q3 20234
NORTHERN TRUST CORP 310.00%0.00%0.00%Q3 2022Q3 20234
BELLEVUE ASSET MANAGEMENT, LLC 440.00%0.03%0.04%Q4 2022Q3 20234
Semus Wealth Partners LLC 442.52%2.76%3.05%Q4 2022Q3 20234
FourThought Financial, LLC 440.00%0.11%0.18%Q4 2021Q3 20224
LaSalle St. Investment Advisors, LLC 441.29%1.82%2.50%Q4 2022Q3 20234
Cornerstone Wealth Group, LLC 440.62%0.71%0.77%Q4 2022Q3 20234
Leverty Financial Group, LLC 4412.66%14.41%19.03%Q4 2022Q3 20234
Institute for Wealth Management, LLC. 440.08%0.20%0.24%Q4 2022Q3 20234
Claro Advisors LLC 440.61%0.67%0.75%Q4 2022Q3 20234
SG Americas Securities, LLC 440.00%0.01%0.01%Q3 2022Q2 20234
Advocacy Wealth Management Services, LLC 440.01%0.01%0.01%Q3 2021Q2 20224
Centerpoint Advisors, LLC 440.00%0.01%0.02%Q4 2022Q3 20234
Joseph P. Lucia & Associates, LLC 440.57%1.64%2.53%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.51%0.70%0.80%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.11%0.12%0.13%Q4 2022Q3 20234
KENNEDY INVESTMENT GROUP 441.22%1.71%2.06%Q4 2022Q3 20234
Versant Capital Management, Inc 310.00%0.05%0.07%Q1 2021Q2 20234
Ignite Planners, LLC 441.18%1.47%1.57%Q4 2022Q3 20234
Global Assets Advisory, LLC 441.96%3.12%3.70%Q4 2022Q3 20234
Evolution Wealth Advisors, LLC 440.82%0.87%0.91%Q4 2022Q3 20234
Truadvice, LLC 440.18%0.79%1.61%Q4 2022Q3 20234
DAYMARK WEALTH PARTNERS, LLC 440.36%0.48%0.59%Q4 2022Q3 20234
Stewardship Advisors, LLC 440.71%1.76%4.90%Q4 2022Q3 20234
Larson Financial Group LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Argent Advisors, Inc. 440.12%0.13%0.16%Q4 2022Q3 20234
Hubbell Strickland Wealth Management, LLC 440.12%0.17%0.19%Q4 2022Q3 20234
FourThought Financial Partners, LLC 440.13%0.18%0.21%Q4 2022Q3 20234
STAR Financial Bank 440.94%1.17%1.32%Q4 2022Q3 20234
TRANSCEND CAPITAL ADVISORS, LLC 440.02%0.14%0.18%Q4 2022Q3 20234
Per Stirling Capital Management, LLC. 440.07%0.49%1.52%Q4 2022Q3 20234
Capital Advisory Group Advisory Services, LLC 310.01%0.55%0.88%Q1 2022Q3 20234
SevenBridge Financial Group, LLC 440.25%0.53%0.82%Q4 2022Q3 20234
Sepio Capital, LP 440.02%0.04%0.06%Q4 2022Q3 20234
CAPITAL ADVISORS INC/OK 440.45%0.73%1.01%Q4 2022Q3 20234
Centurion Wealth Management LLC 443.09%3.57%3.95%Q4 2022Q3 20234
HoyleCohen, LLC 440.02%0.10%0.16%Q4 2022Q3 20234
FREEDOM WEALTH ALLIANCE, LLC 441.01%1.51%1.82%Q4 2022Q3 20234
Guardian Financial Partners, LLC 440.94%3.83%8.93%Q4 2022Q3 20234
Legacy Private Trust Co. 440.38%0.41%0.45%Q4 2022Q3 20234
COZAD ASSET MANAGEMENT INC 440.04%0.06%0.08%Q4 2022Q3 20234
MACROVIEW INVESTMENT MANAGEMENT LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Venturi Wealth Management, LLC 440.01%0.04%0.08%Q4 2022Q3 20234
Horan Securities, Inc. 440.00%0.00%0.00%Q3 2022Q2 20234
CHANNEL WEALTH LLC 441.37%1.75%1.94%Q1 2023Q4 20234
Westside Investment Management, Inc. 440.01%0.03%0.08%Q4 2022Q3 20234
Column Capital Advisors, LLC 440.18%0.20%0.21%Q4 2022Q3 20234
Intrepid Financial Planning Group LLC 440.23%0.39%0.47%Q4 2022Q3 20234
Prostatis Group LLC 440.57%0.75%0.94%Q3 2022Q2 20234
Concorde Asset Management, LLC 310.53%1.98%3.60%Q1 2022Q1 20234
Private Wealth Partners, LLC 440.11%0.13%0.15%Q4 2022Q3 20234
Ritter Daniher Financial Advisory LLC / DE 441.80%2.13%2.38%Q4 2022Q3 20234
Cedar Brook Financial Partners, LLC 440.06%0.09%0.10%Q4 2022Q3 20234
Teamwork Financial Advisors, LLC 440.18%1.71%2.58%Q4 2022Q3 20234
NEXT Financial Group, Inc 440.03%0.12%0.20%Q1 2021Q4 20214
Iron Horse Wealth Management, LLC 440.04%2.88%5.74%Q4 2022Q3 20234
CIC Wealth, LLC 440.58%1.00%1.59%Q4 2022Q3 20234
Acorn Wealth Advisors, LLC 440.98%1.40%1.85%Q4 2022Q3 20234
UNIQUE WEALTH, LLC 443.91%4.08%4.28%Q4 2022Q3 20234
WealthSpring Partners, LLC 440.26%0.34%0.37%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.05%0.07%0.08%Q4 2022Q3 20234
First Capital Advisors Group, LLC. 440.01%0.07%0.17%Q3 2022Q2 20234
Ergawealth Advisors, Inc. 4419.44%21.70%23.30%Q4 2022Q3 20234
Scott Capital Advisors, LLC 440.14%0.35%0.56%Q4 2022Q3 20234
AlphaMark Advisors, LLC 440.01%0.13%0.24%Q4 2022Q3 20234
John W. Brooker & Co., CPAs 310.07%0.17%0.22%Q3 2022Q3 20234
D.A. DAVIDSON & CO. 440.01%0.02%0.04%Q4 2022Q3 20234
Lehman & Derafelo Financial Resources LLC 220.03%0.03%0.03%Q2 2021Q3 20224
IHT Wealth Management, LLC 440.03%0.05%0.08%Q4 2022Q3 20234
Focused Wealth Management, Inc 440.03%0.28%0.64%Q4 2022Q3 20234
Souders Financial Advisors 220.12%0.13%0.14%Q3 2022Q3 20234
BECK CAPITAL MANAGEMENT, LLC 441.21%1.83%2.06%Q4 2022Q3 20234
DOVER ADVISORS, LLC 440.28%0.38%0.56%Q4 2022Q3 20234
SALEM INVESTMENT COUNSELORS INC 440.00%0.00%0.00%Q4 2022Q3 20234
Copperwynd Financial, LLC 440.12%0.96%3.47%Q3 2022Q2 20234
Western Wealth Management, LLC 440.03%0.21%0.32%Q4 2022Q3 20234
Heritage Trust Co 440.64%0.76%1.01%Q4 2022Q3 20234
Wealthcare Advisory Partners LLC 440.09%0.24%0.32%Q4 2022Q3 20234
Prosperity Financial Group, Inc. 441.67%2.34%3.24%Q4 2022Q3 20234
Royal Harbor Partners, LLC 442.49%6.83%12.56%Q3 2022Q2 20234
Next Level Private LLC 440.77%0.89%1.15%Q4 2022Q3 20234
OLD MISSION CAPITAL LLC 220.02%0.13%0.19%Q1 2021Q2 20234
Alpha Financial Partners, LLC 442.78%3.40%3.69%Q4 2022Q3 20234
Financial Services Advisory Inc 449.45%12.37%14.90%Q4 2022Q3 20234
WNY Asset Management, LLC 440.20%0.78%1.72%Q4 2022Q3 20234
Wright Fund Management, LLC 440.65%1.02%1.76%Q4 2022Q3 20234
Latitude Advisors, LLC 441.97%2.34%3.23%Q4 2022Q3 20234
Parkside Financial Bank & Trust 440.00%0.00%0.00%Q4 2022Q3 20234
Fortis Capital Advisors, LLC 440.13%0.19%0.29%Q4 2022Q3 20234
Security Financial Services, INC. 440.06%0.07%0.08%Q3 2022Q2 20234
CHELSEA COUNSEL CO 440.13%0.14%0.14%Q4 2022Q3 20234
MCIA Inc 440.11%0.26%0.44%Q4 2022Q3 20234
Arcus Capital Partners, LLC 440.48%0.55%0.63%Q3 2022Q2 20234
Corient Private Wealth LLC 440.05%0.08%0.16%Q4 2022Q3 20234
Hilltop Holdings Inc. 330.19%0.31%0.38%Q1 2023Q3 20233
INVERNESS COUNSEL LLC /NY/ 330.02%0.03%0.03%Q1 2022Q3 20223
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q2 2022Q2 20233
Triumph Capital Management 330.64%1.14%1.41%Q1 2023Q3 20233
Key FInancial Inc 330.14%0.14%0.15%Q1 2023Q3 20233
Hennion & Walsh Asset Management, Inc. 330.50%0.64%0.75%Q1 2023Q3 20233
New England Investment & Retirement Group, Inc. 331.25%1.40%1.49%Q1 2021Q3 20213
Pinnacle Wealth Management, LLC 218.27%8.76%9.15%Q3 2022Q2 20233
Evercore Wealth Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Belvedere Trading LLC 220.00%0.00%0.00%Q1 2023Q2 20233
Integrity Advisory, LLC 331.33%1.77%2.24%Q2 2022Q4 20223
Caerus Investment Advisors, LLC 331.17%4.75%10.88%Q1 2023Q3 20233
ZRC WEALTH MANAGEMENT, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
VALICENTI ADVISORY SERVICES INC 330.76%1.02%1.50%Q3 2022Q1 20233
Armor Investment Advisors, LLC 330.00%2.59%4.98%Q1 2023Q3 20233
B. Riley Wealth Management, Inc. 330.01%0.21%0.31%Q4 2021Q2 20223
VALLEY NATIONAL ADVISERS INC 330.01%0.01%0.01%Q1 2023Q3 20233
Ausdal Financial Partners, Inc. 330.04%0.15%0.21%Q1 2023Q3 20233
Samalin Investment Counsel, LLC 330.16%0.23%0.27%Q1 2023Q3 20233
Farther Finance Advisors, LLC 330.09%0.10%0.12%Q1 2023Q3 20233
Atlas Brown,Inc. 330.14%0.15%0.16%Q1 2023Q3 20233
Verity Asset Management, Inc. 332.14%5.09%6.96%Q1 2023Q3 20233
Goodwin Investment Advisory 330.01%0.01%0.01%Q1 2023Q3 20233
Americana Partners, LLC 331.72%4.36%5.96%Q1 2023Q3 20233
BUCKINGHAM STRATEGIC PARTNERS, LLC 330.03%0.04%0.05%Q1 2023Q3 20233
Pinnacle Family Advisors, LLC 330.15%0.19%0.22%Q1 2023Q3 20233
Resolute Wealth Strategies, LLC 331.01%1.05%1.10%Q1 2023Q3 20233
Bricktown Capital, LLC 210.47%2.01%3.80%Q4 2022Q3 20233
Global Wealth Management Investment Advisory, Inc. 331.11%2.05%2.96%Q1 2023Q3 20233
EverSource Wealth Advisors, LLC 330.00%0.30%0.55%Q1 2023Q3 20233
Elevated Capital Advisors, LLC 330.18%0.21%0.28%Q1 2023Q3 20233
Oxinas Partners Wealth Management LLC 330.82%1.22%1.49%Q1 2023Q3 20233
LOWERY THOMAS, LLC 332.31%2.46%2.60%Q1 2023Q3 20233
WINTRUST INVESTMENTS LLC 210.04%0.05%0.07%Q4 2022Q3 20233
Cutter & CO Brokerage, Inc. 330.06%0.10%0.11%Q1 2023Q3 20233
ATTICUS WEALTH MANAGEMENT, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
OAK HARBOR WEALTH PARTNERS, LLC 330.81%0.88%1.00%Q1 2023Q3 20233
Wellington Shields Capital Management, LLC 330.06%0.06%0.07%Q1 2023Q3 20233
Aspire Private Capital, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Sound Income Strategies, LLC 330.08%0.11%0.14%Q1 2023Q3 20233
GILL CAPITAL PARTNERS, LLC 330.65%0.81%0.94%Q2 2023Q4 20233
Goldstein Advisors, LLC 333.46%3.52%3.56%Q1 2023Q3 20233
Truepoint, Inc. 330.03%0.04%0.05%Q2 2022Q4 20223
Moss Adams Wealth Advisors LLC 3316.32%16.64%17.10%Q1 2023Q3 20233
Bridgewealth Advisory Group, LLC 331.08%1.45%1.66%Q1 2023Q3 20233
Antonetti Capital Management LLC 330.19%0.24%0.33%Q1 2023Q3 20233
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
EisnerAmper Wealth Management Corporate Benefits, LLC 330.66%2.13%4.14%Q2 2023Q4 20233
CARDIFF PARK ADVISORS, LLC 330.04%0.08%0.11%Q1 2023Q3 20233
CASCADE INVESTMENT GROUP, INC. 331.66%1.70%1.74%Q1 2023Q3 20233
NewEdge Wealth, LLC 330.01%0.04%0.05%Q1 2023Q3 20233
Hedeker Wealth, LLC 332.35%2.53%2.66%Q1 2023Q3 20233
Eagle Bay Advisors LLC 330.06%0.09%0.10%Q1 2023Q3 20233
Alpha Financial Advisors, LLC 330.18%0.19%0.20%Q1 2023Q3 20233
PIERSHALE FINANCIAL GROUP, INC. 330.00%0.00%0.00%Q4 2022Q2 20233
MRA Advisory Group 330.16%3.40%5.18%Q1 2023Q3 20233
WealthShield Partners, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Golden State Equity Partners 330.33%0.36%0.39%Q1 2023Q3 20233
VeraBank, N.A. 331.61%2.89%3.54%Q1 2023Q3 20233
TrueWealth Advisors, LLC 331.54%1.75%1.96%Q1 2023Q3 20233
Pallas Capital Advisors LLC 330.03%0.07%0.11%Q1 2023Q3 20233
ELEMENT POINTE ADVISORS, LLC 334.47%4.74%4.89%Q1 2023Q3 20233
Lokken Investment Group LLC 330.29%0.32%0.39%Q1 2023Q3 20233
Rezny Wealth Management, Inc. 332.29%2.34%2.39%Q1 2023Q3 20233
Meeder Advisory Services, Inc. 330.30%0.32%0.34%Q1 2023Q3 20233
FINANCIAL COUNSELORS INC 210.01%0.10%0.26%Q1 2022Q3 20233
Bell Bank 110.02%0.02%0.03%Q3 2022Q3 20233
Empire Financial Management Company, LLC 330.20%0.54%0.77%Q1 2023Q3 20233
Purus Wealth Management, LLC 330.78%0.93%1.03%Q1 2023Q3 20233
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 330.22%0.22%0.23%Q1 2023Q3 20233
Strategic Financial Concepts, LLC 330.15%0.22%0.26%Q1 2023Q3 20233
Rain Capital Management, LLC 332.08%2.24%2.37%Q1 2023Q3 20233
SNS Financial Group, LLC 330.04%0.06%0.09%Q1 2023Q3 20233
Second Half Financial Partners, LLC 334.08%8.83%11.90%Q4 2022Q2 20233
EWG Elevate Inc. 331.24%1.26%1.29%Q1 2023Q3 20233
LGT Financial Advisors LLC 330.40%0.49%0.60%Q1 2023Q3 20233
Gotham Asset Management, LLC 330.04%0.04%0.05%Q1 2023Q3 20233
SimpliFi, Inc. 330.12%0.16%0.18%Q1 2023Q3 20233
Headlands Technologies LLC 330.01%0.02%0.04%Q1 2023Q3 20233
Main Street Financial Solutions, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
S.E.E.D. Planning Group LLC 330.07%0.08%0.08%Q1 2023Q3 20233
TBH Global Asset Management, LLC 330.19%0.34%0.49%Q1 2023Q3 20233
Archford Capital Strategies, LLC 330.38%0.42%0.45%Q4 2022Q2 20233
Foundations Investment Advisors, LLC 330.01%0.03%0.05%Q1 2023Q3 20233
OneAscent Wealth Management LLC 331.12%1.17%1.28%Q1 2023Q3 20233
Aspen Wealth Strategies, LLC 210.18%0.19%0.19%Q4 2022Q3 20233
BOKF, NA 330.00%0.00%0.00%Q1 2023Q3 20233
AMG National Trust Bank 330.01%0.01%0.02%Q4 2021Q2 20223
Carlton Hofferkamp & Jenks Wealth Management, LLC 330.11%0.16%0.20%Q1 2023Q3 20233
CFO4Life Group, LLC 335.87%6.08%6.47%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.00%0.00%0.00%Q4 2022Q3 20233
Ferris Capital, LLC 330.44%0.59%0.79%Q3 2021Q1 20223
Coulter & Justus Financial Services, LLC 331.07%1.18%1.26%Q4 2022Q2 20233
Advisor Resource Council 330.18%0.23%0.27%Q1 2023Q3 20233
Thomasville National Bank 330.38%0.40%0.42%Q1 2023Q3 20233
Element Wealth, LLC 210.12%0.15%0.20%Q1 2022Q3 20233
PFG Investments, LLC 330.14%0.19%0.22%Q1 2023Q3 20233
Westover Capital Advisors, LLC 330.07%0.08%0.08%Q4 2022Q2 20233
Gallagher Fiduciary Advisors, LLC 330.03%0.04%0.05%Q1 2023Q3 20233
Frontier Asset Management, LLC 330.21%0.30%0.46%Q1 2023Q3 20233
OLIVER LAGORE VANVALIN INVESTMENT GROUP 330.02%0.03%0.04%Q1 2023Q3 20233
Corrigan Financial, Inc. 337.70%7.84%7.96%Q1 2023Q3 20233
Raleigh Capital Management Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
Howard Capital Management Inc. 330.55%0.68%0.77%Q1 2023Q3 20233
PRUDENTIAL FINANCIAL INC 330.00%0.00%0.00%Q1 2023Q3 20233
Traynor Capital Management, Inc. 330.08%0.36%0.57%Q1 2023Q3 20233
Opus Capital Group, LLC 330.16%0.16%0.16%Q1 2023Q3 20233
Defender Capital, LLC. 330.11%0.11%0.11%Q1 2023Q3 20233
BROWN BROTHERS HARRIMAN & CO 110.00%0.02%0.07%Q2 2022Q3 20233
AMERIPRISE FINANCIAL INC 110.00%0.00%0.00%Q4 2021Q3 20233
Waterloo Capital, L.P. 330.20%0.25%0.30%Q1 2023Q3 20233
Opal Wealth Advisors, LLC 330.11%0.24%0.33%Q2 2022Q4 20223
GLENMEDE TRUST CO NA 210.00%0.00%0.00%Q4 2021Q3 20223
THOMPSON DAVIS & CO., INC. 330.57%0.59%0.62%Q1 2023Q3 20233
WEALTHSPAN PARTNERS, LLC 330.44%0.48%0.51%Q1 2023Q3 20233
Moloney Securities Asset Management, LLC 330.09%0.11%0.13%Q1 2023Q3 20233
Truvestments Capital LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Wealth Enhancement & Preservation of GA, LLC 332.18%3.67%6.18%Q4 2022Q2 20233
Alaska Wealth Advisors 330.03%0.03%0.03%Q1 2023Q3 20233
Asset Allocation Strategies LLC 210.14%0.16%0.17%Q4 2022Q3 20233
HAZLETT, BURT & WATSON, INC. 330.19%0.45%0.90%Q1 2023Q3 20233
Essex Savings Bank 330.08%0.10%0.11%Q2 2022Q4 20223
Laird Norton Wetherby Trust Company, LLC 330.03%0.03%0.03%Q4 2022Q2 20233
Founders Capital Management 330.01%0.01%0.02%Q3 2021Q1 20223
Veracity Capital LLC 330.14%0.15%0.17%Q1 2023Q3 20233
TUCKER ASSET MANAGEMENT LLC 330.15%0.19%0.23%Q1 2023Q3 20233
Gladstone Institutional Advisory LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Endowment Wealth Management, Inc. 330.36%0.40%0.43%Q1 2023Q3 20233
Worth Financial Advisory Group, LLC 332.86%2.89%2.94%Q1 2023Q3 20233
Csenge Advisory Group 330.03%0.09%0.15%Q1 2023Q3 20233
Quad-Cities Investment Group, LLC 330.14%0.14%0.14%Q1 2023Q3 20233
Family Management Corp 210.00%0.01%0.01%Q2 2022Q2 20233
WIN ADVISORS, INC 330.00%0.01%0.02%Q2 2022Q4 20223
Bogart Wealth, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Alliance Wealth Advisors, LLC 330.53%0.54%0.54%Q1 2023Q3 20233
J2 Capital Management Inc 210.69%4.07%5.77%Q2 2022Q3 20233
ARMSTRONG ADVISORY GROUP, INC 330.00%0.02%0.06%Q1 2023Q3 20233
TAGStone Capital, Inc. 330.22%0.23%0.23%Q1 2023Q3 20233
Advisor OS, LLC 330.60%1.73%2.36%Q1 2023Q3 20233
Front Row Advisors LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Paradigm, Strategies in Wealth Management, LLC 330.18%0.19%0.20%Q1 2023Q3 20233
Security National Bank 220.14%0.30%0.46%Q2 2023Q3 20232
Altavista Wealth Management, Inc. 220.07%0.10%0.14%Q3 2021Q4 20212
Lindbrook Capital, LLC 110.00%0.00%0.00%Q3 2022Q3 20232
HOWE & RUSLING INC 220.00%0.00%0.00%Q2 2022Q3 20222
Vienna Asset Management LLC 221.39%3.44%5.50%Q2 2022Q3 20222
Claybrook Capital, LLC 220.14%0.14%0.14%Q2 2023Q3 20232
Cassia Capital Partners, LLC 228.40%8.45%8.50%Q2 2023Q3 20232
Bryn Mawr Capital Management, LLC 220.12%0.12%0.13%Q2 2023Q3 20232
Crescent Grove Advisors, LLC 220.11%0.14%0.17%Q2 2023Q3 20232
HRT FINANCIAL LP 110.00%0.00%0.00%Q1 2022Q2 20232
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 225.43%5.52%5.62%Q2 2023Q3 20232
Coho Partners, Ltd. 220.00%0.01%0.01%Q2 2023Q3 20232
Black Diamond Financial, LLC 220.09%0.10%0.10%Q1 2023Q2 20232
EP Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q3 20232
Strategic Wealth Partners, Ltd. 220.16%0.25%0.34%Q4 2022Q1 20232
Altman Advisors, Inc. 220.16%0.22%0.27%Q3 2022Q4 20222
KCS Wealth Advisory 220.13%0.17%0.21%Q2 2023Q3 20232
Southland Equity Partners LLC 220.07%0.09%0.11%Q2 2023Q3 20232
BESSEMER GROUP INC 110.00%0.00%0.00%Q2 2021Q3 20232
Auour Investments LLC 220.39%0.43%0.46%Q2 2023Q3 20232
Oakworth Capital, Inc. 222.95%2.97%3.00%Q2 2023Q3 20232
Investors Research Corp 220.00%0.00%0.00%Q1 2023Q2 20232
Wealth Alliance 220.03%0.03%0.03%Q2 2023Q3 20232
LEGACY FINANCIAL GROUP, INC. 220.39%0.40%0.41%Q2 2023Q3 20232
Bruderman Asset Management, LLC 110.15%0.17%0.19%Q1 2021Q3 20212
MONECO Advisors, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
BFSG, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Southern Farm Bureau Life Insurance 222.31%2.35%2.39%Q3 2022Q4 20222
Fisher Asset Management, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 220.05%0.06%0.07%Q3 2021Q4 20212
KEYBANK NATIONAL ASSOCIATION/OH 110.00%0.00%0.00%Q4 2022Q3 20232
Waverly Advisors, LLC 220.15%0.27%0.38%Q2 2023Q3 20232
MONETA GROUP INVESTMENT ADVISORS LLC 220.01%0.01%0.01%Q1 2023Q2 20232
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q1 2023Q3 20232
Enstar Group LTD 2212.90%21.91%30.92%Q2 2023Q3 20232
DFPG INVESTMENTS, LLC 220.04%0.06%0.07%Q2 2023Q3 20232
HAP Trading, LLC 110.00%0.00%0.00%Q4 2022Q2 20232
KLK CAPITAL MANAGEMENT LLC 220.30%0.31%0.32%Q4 2022Q1 20232
Van Hulzen Asset Management, LLC 220.02%0.05%0.07%Q2 2023Q3 20232
TILIA FIDUCIARY PARTNERS, INC. 220.00%0.00%0.00%Q4 2021Q1 20222
Accurate Wealth Management, LLC 110.03%0.05%0.07%Q4 2022Q3 20232
AFT, FORSYTH & COMPANY, INC. 220.15%0.16%0.18%Q2 2023Q3 20232
Curi Wealth Management, LLC 220.03%0.06%0.08%Q2 2023Q3 20232
ORG Partners LLC 220.15%0.16%0.17%Q2 2023Q3 20232
Tanglewood Wealth Management, Inc. 220.06%0.06%0.06%Q1 2023Q2 20232
FSB PREMIER WEALTH MANAGEMENT, INC. 220.11%0.12%0.12%Q2 2023Q3 20232
Advance Capital Management, Inc. 220.03%0.05%0.06%Q2 2023Q3 20232
BASSO CAPITAL MANAGEMENT, L.P. 220.58%0.58%0.58%Q4 2022Q1 20232
Hutchens & Kramer Investment Management Group, LLC 220.27%0.28%0.29%Q1 2023Q2 20232
1900 WEALTH MANAGEMENT LLC 220.05%0.06%0.06%Q2 2023Q3 20232
WEBSTERROGERS FINANCIAL ADVISORS, LLC 220.12%0.13%0.14%Q2 2023Q3 20232
Mayflower Financial Advisors, LLC 220.07%0.09%0.11%Q2 2023Q3 20232
Hixon Zuercher, LLC 220.15%0.16%0.18%Q2 2023Q3 20232
Betterment LLC 220.00%0.00%0.00%Q2 2023Q3 20232
CALDWELL SUTTER CAPITAL, INC. 220.01%0.02%0.02%Q2 2023Q3 20232
Diversified Portfolios, Inc. 220.05%0.06%0.08%Q2 2023Q3 20232
Cannell & Co. 220.01%0.01%0.01%Q2 2023Q3 20232
Procyon Advisors, LLC 220.04%0.37%0.70%Q2 2023Q3 20232
KINGSWOOD WEALTH ADVISORS, LLC 220.30%0.45%0.61%Q2 2023Q3 20232
CAPITAL CITY TRUST CO/FL 220.08%0.09%0.10%Q2 2023Q3 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Gratus Capital, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
L & S Advisors Inc 220.06%0.07%0.07%Q2 2023Q3 20232
Atomi Financial Group, Inc. 220.35%0.40%0.44%Q2 2023Q3 20232
Advisory Alpha, LLC 220.02%0.03%0.04%Q2 2023Q3 20232
Etesian Wealth Advisors, Inc. 220.14%0.17%0.20%Q2 2023Q3 20232
Family Investment Center, Inc. 220.31%0.36%0.42%Q2 2023Q3 20232
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.05%0.10%Q1 2023Q3 20232
Independent Advisor Alliance 220.04%0.05%0.06%Q2 2023Q3 20232
Lion Street Advisors, LLC 110.11%0.14%0.16%Q1 2023Q3 20232
Dunhill Financial, LLC 221.15%1.43%1.70%Q2 2023Q3 20232
Trexquant Investment LP 110.01%0.01%0.01%Q1 2022Q3 20232
Lifestyle Asset Management, Inc. 221.88%1.96%2.04%Q2 2023Q3 20232
Vontobel Holding Ltd. 220.00%0.00%0.00%Q2 2023Q3 20232
MATRIX PRIVATE CAPITAL GROUP LLC 220.03%0.04%0.04%Q2 2023Q3 20232
Capital Planning LLC 220.10%0.10%0.10%Q2 2023Q3 20232
Hamilton Wealth, LLC 220.20%0.20%0.20%Q2 2023Q3 20232
Fortitude Advisory Group L.L.C. 220.15%0.16%0.17%Q2 2023Q3 20232
Garde Capital, Inc. 220.02%0.02%0.02%Q2 2023Q3 20232
Foster Victor Wealth Advisors, LLC 220.02%0.03%0.04%Q2 2023Q3 20232
BRANDYWINE OAK PRIVATE WEALTH LLC 220.55%0.82%1.10%Q3 2021Q4 20212
Laidlaw Wealth Management LLC 220.08%0.10%0.12%Q1 2023Q2 20232
Columbia Asset Management 220.06%0.06%0.06%Q2 2023Q3 20232
Legacy Capital Wealth Partners, LLC 110.62%0.62%0.62%Q1 2023Q3 20232
CAROLINAS WEALTH CONSULTING LLC 220.00%0.01%0.02%Q4 2022Q1 20232
BDO Wealth Advisors, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
IMS Capital Management 220.24%0.25%0.26%Q2 2023Q3 20232
Disciplined Investments, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
V Wealth Advisors LLC 220.06%0.08%0.09%Q2 2022Q3 20222
Atlantic Private Wealth, LLC 220.35%0.36%0.37%Q2 2023Q3 20232
PANORAMIC INVESTMENT ADVISORS, LLC 110.64%1.17%1.70%Q4 2022Q3 20232
SageView Advisory Group, LLC 220.02%0.03%0.04%Q2 2023Q3 20232
CPA Asset Management LLC 220.24%0.31%0.38%Q2 2023Q3 20232
SEI INVESTMENTS CO 220.00%0.00%0.00%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.23%0.34%0.45%Q2 2023Q3 20232
HERITAGE WEALTH MANAGEMENT, LLC 220.02%0.02%0.02%Q3 2022Q4 20222
InterOcean Capital Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
OneAscent Financial Services LLC 221.15%1.16%1.17%Q2 2022Q3 20222
MARSHALL WACE, LLP 220.00%0.00%0.00%Q4 2022Q1 20232
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 220.45%0.46%0.48%Q2 2023Q3 20232
Quantitative Advantage, LLC 220.13%0.16%0.18%Q4 2022Q1 20232
Wealth Advisors of Iowa, LLC 220.56%1.40%2.23%Q2 2023Q3 20232
ALBION FINANCIAL GROUP /UT 220.00%0.00%0.00%Q2 2023Q3 20232
Faithward Advisors, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 220.03%0.03%0.03%Q2 2023Q3 20232
CORRADO ADVISORS, LLC 220.17%0.27%0.37%Q4 2020Q1 20212
FIRST COMMUNITY TRUST NA 220.01%0.01%0.01%Q2 2023Q3 20232
WEALTHSOURCE PARTNERS, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
IAMS WEALTH MANAGEMENT, LLC 220.33%0.36%0.39%Q4 2022Q1 20232
Kathmere Capital Management, LLC 224.11%4.17%4.24%Q2 2023Q3 20232
FIRST NATIONAL TRUST CO 110.01%0.01%0.01%Q4 2021Q4 20222
PRUDENTIAL PLC 220.04%0.05%0.06%Q2 2023Q3 20232
Activest Wealth Management 110.01%0.02%0.03%Q4 2022Q3 20232
Farmers & Merchants Trust Co of Chambersburg PA 220.18%0.53%0.88%Q2 2023Q3 20232
Strong Tower Advisory Services 220.42%0.45%0.48%Q2 2023Q3 20232
Goepper Burkhardt LLC 220.33%0.33%0.34%Q2 2022Q3 20222
COLDSTREAM CAPITAL MANAGEMENT INC 220.01%0.01%0.01%Q2 2023Q3 20232
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 220.38%0.39%0.41%Q3 2021Q4 20212
Naviter Wealth, LLC 221.51%1.56%1.61%Q2 2023Q3 20232
Marion Wealth Management 220.15%0.16%0.16%Q2 2023Q3 20232
Smith Anglin Financial, LLC 220.05%0.05%0.06%Q2 2023Q3 20232
SCHMIDT P J INVESTMENT MANAGEMENT INC 220.05%0.06%0.06%Q2 2023Q3 20232
Lavaca Capital LLC 220.06%0.09%0.13%Q4 2022Q1 20232
LEVEL FOUR FINANCIAL, LLC 220.19%0.23%0.26%Q2 2021Q3 20212
Rooted Wealth Advisors, Inc. 223.11%3.74%4.37%Q2 2023Q3 20232
Belmont Capital, LLC 220.27%0.28%0.29%Q2 2023Q3 20232
Valmark Advisers, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
KINGS POINT CAPITAL MANAGEMENT 220.00%0.00%0.00%Q4 2021Q1 20222
Allred Capital Management, LLC 220.13%0.18%0.24%Q2 2023Q3 20232
Choate Investment Advisors 220.01%0.01%0.01%Q2 2023Q3 20232
Gemmer Asset Management LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Madrona Financial Services, LLC 220.41%0.98%1.55%Q2 2023Q3 20232
CRA Financial Services, LLC 220.06%0.06%0.07%Q2 2023Q3 20232
Glassman Wealth Services 220.00%0.00%0.00%Q2 2023Q3 20232
Breakwater Capital Group 220.14%0.15%0.16%Q2 2023Q3 20232
Sage Mountain Advisors LLC 220.01%0.02%0.02%Q2 2023Q3 20232
HILLTOP WEALTH ADVISORS, LLC 2214.51%14.72%14.94%Q2 2023Q3 20232
BANK OF NOVA SCOTIA 220.03%0.04%0.04%Q1 2022Q2 20222
Fluent Financial, LLC 220.12%0.14%0.16%Q2 2023Q3 20232
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q1 20232
PEOPLES BANK /OH 220.20%0.20%0.20%Q4 2022Q1 20232
Private Ocean, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
PERRITT CAPITAL MANAGEMENT INC 220.01%0.02%0.02%Q2 2023Q3 20232
MORRIS FINANCIAL CONCEPTS, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
Graves Light Lenhart Wealth, Inc. 220.00%0.00%0.00%Q1 2022Q2 20222
Cutler Group LLC / CA 110.00%0.00%0.00%Q3 2023Q3 20232
WEALTH MANAGEMENT RESOURCES, INC. 220.25%0.26%0.26%Q4 2022Q1 20232
Crescent Capital Consulting, LLC 220.38%0.38%0.39%Q3 2021Q4 20212
CoreCap Advisors, LLC 110.00%0.01%0.01%Q2 2022Q4 20222
Ameritas Investment Company, LLC 220.01%0.01%0.02%Q1 2021Q2 20212
WHITTIER TRUST CO 220.00%0.00%0.00%Q2 2023Q3 20232
Tidal Investments LLC 220.01%0.01%0.01%Q1 2022Q2 20222
Coastline Trust Co 220.03%0.04%0.04%Q2 2023Q3 20232
Running Point Capital Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Chronos Wealth Management, LLC 220.94%0.94%0.94%Q2 2023Q3 20232
M Holdings Securities, Inc. 220.15%0.19%0.24%Q4 2022Q1 20232
MOSELEY INVESTMENT MANAGEMENT INC 220.16%0.20%0.24%Q2 2023Q3 20232
Vahanian & Associates Financial Planning Inc. 220.92%1.05%1.18%Q3 2022Q4 20222
Impact Partnership Wealth, LLC 220.01%0.02%0.04%Q2 2023Q3 20232
Clearstead Trust, LLC 220.10%0.12%0.15%Q2 2023Q3 20232
AlphaCore Capital LLC 220.62%0.62%0.63%Q2 2023Q3 20232
Renaissance Technologies 110.02%0.02%0.02%Q2 2023Q2 20231
NBC SECURITIES, INC. 110.19%0.19%0.19%Q3 2023Q3 20231
SouthState Corp 110.00%0.00%0.00%Q3 2023Q3 20231
Berger Financial Group, Inc 110.03%0.03%0.03%Q3 2023Q3 20231
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Oxbow Advisors, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
ACG Wealth 110.02%0.02%0.02%Q2 2022Q2 20221
Sand Hill Global Advisors, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Camarda Financial Advisors, LLC 114.62%4.62%4.62%Q1 2022Q1 20221
Benchmark Financial Wealth Advisors, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Keystone Wealth Services, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Revisor Wealth Management LLC 110.30%0.30%0.30%Q2 2023Q2 20231
Minot Wealth Management LLC 110.04%0.04%0.04%Q1 2022Q1 20221
SHEPHERD KAPLAN KROCHUK, LLC 112.56%2.56%2.56%Q3 2023Q3 20231
Wedmont Private Capital 110.04%0.04%0.04%Q3 2023Q3 20231
TD Capital Management LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Blue Investment Partners LLC 114.75%4.75%4.75%Q4 2022Q4 20221
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Wealth Alliance Advisory Group, LLC 110.39%0.39%0.39%Q3 2023Q3 20231
Windsor Advisory Group, LLC 110.75%0.75%0.75%Q1 2023Q1 20231
Vectors Research Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
FirstPurpose Wealth LLC 110.12%0.12%0.12%Q3 2023Q3 20231
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 119.16%9.16%9.16%Q4 2022Q4 20221
Fieldpoint Private Securities, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Lineweaver Wealth Advisors, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
Modera Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
RDA Financial Network 110.15%0.15%0.15%Q3 2023Q3 20231
Providence Capital Advisors, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Grove Bank & Trust 110.00%0.00%0.00%Q3 2023Q3 20231
Key Client Fiduciary Advisors, LLC 110.13%0.13%0.13%Q1 2023Q1 20231
New Republic Capital, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
SkyView Investment Advisors, LLC 110.08%0.08%0.08%Q2 2023Q2 20231
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
PINNACLE FINANCIAL PARTNERS INC 110.04%0.04%0.04%Q3 2023Q3 20231
B & T Capital Management DBA Alpha Capital Management 118.09%8.09%8.09%Q3 2023Q3 20231
ADAMSBROWN WEALTH CONSULTANTS LLC 110.15%0.15%0.15%Q4 2022Q4 20221
INSIGNEO ADVISORY SERVICES, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Team Hewins, LLC 110.64%0.64%0.64%Q3 2023Q3 20231
Slagle Financial, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Carmel Capital Partners, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Main Line Retirement Advisors, LLC 115.38%5.38%5.38%Q2 2023Q2 20231
Syverson Strege & Co 110.02%0.02%0.02%Q1 2023Q1 20231
Gallacher Capital Management LLC 110.64%0.64%0.64%Q3 2023Q3 20231
Fountainhead AM, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Aletheian Wealth Advisors LLC 110.47%0.47%0.47%Q4 2022Q4 20221
Gerber Kawasaki Wealth & Investment Management 110.02%0.02%0.02%Q3 2022Q3 20221
Avantax Planning Partners, Inc. 110.52%0.52%0.52%Q3 2023Q3 20231
Financial Gravity Asset Management, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.77%0.77%0.77%Q3 2023Q3 20231
Pinnacle Wealth Planning Services, Inc. 110.10%0.10%0.10%Q3 2023Q3 20231
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.91%0.91%0.91%Q3 2023Q3 20231
Everhart Financial Group, Inc. 110.17%0.17%0.17%Q1 2023Q1 20231
KAVAR CAPITAL PARTNERS GROUP, LLC 110.14%0.14%0.14%Q1 2023Q1 20231
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 110.04%0.04%0.04%Q3 2023Q3 20231
ACADEMY CAPITAL MANAGEMENT INC/TX 110.04%0.04%0.04%Q3 2023Q3 20231
M&T BANK CORP 110.00%0.00%0.00%Q3 2021Q3 20211
Silicon Valley Capital Partners 110.02%0.02%0.02%Q1 2023Q1 20231
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110.01%0.01%0.01%Q1 2023Q1 20231
RGT Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Legacy Financial Group LLC 110.07%0.07%0.07%Q3 2023Q3 20231
OLD MISSION CAPITAL, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
MANCHESTER FINANCIAL INC 110.00%0.00%0.00%Q1 2021Q1 20211
VisionPoint Advisory Group, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Balentine LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Arden Trust Co 110.03%0.03%0.03%Q4 2023Q4 20231
Solidarity Wealth, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
COMERICA BANK 110.16%0.16%0.16%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
JANICZEK WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Stephens Consulting, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
McElhenny Sheffield Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
EASTERLY INVESTMENT PARTNERS LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Consolidated Portfolio Review Corp 110.08%0.08%0.08%Q3 2023Q3 20231
Summit Financial Wealth Advisors, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
NAPLES GLOBAL ADVISORS, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
First National Bank of Mount Dora, Trust Investment Services 110.10%0.10%0.10%Q1 2022Q1 20221
CULLEN/FROST BANKERS, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
MBE Wealth Management, LLC 110.35%0.35%0.35%Q3 2023Q3 20231
Certified Advisory Corp 110.01%0.01%0.01%Q1 2021Q1 20211
Winch Advisory Services, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Flow State Investments, L.P. 110.21%0.21%0.21%Q3 2023Q3 20231
PATHSTONE FAMILY OFFICE, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Econ Financial Services Corp 110.47%0.47%0.47%Q2 2022Q2 20221
Laurel Wealth Planning LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Envestnet Portfolio Solutions, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
VALLEY FINANCIAL MANAGEMENT, INC. 110.04%0.04%0.04%Q1 2023Q1 20231
Stelac Advisory Services LLC 111.65%1.65%1.65%Q3 2023Q3 20231
KING LUTHER CAPITAL MANAGEMENT CORP 110.00%0.00%0.00%Q3 2023Q3 20231
SIGNET FINANCIAL MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
MILESTONE ASSET MANAGEMENT, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.26%0.26%0.26%Q3 2023Q3 20231
IAG Wealth Partners, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.01%0.01%0.01%Q2 2023Q2 20231
WILLNER & HELLER, LLC 110.32%0.32%0.32%Q4 2022Q4 20221
Donald L. Hagan, LLC 110.17%0.17%0.17%Q4 2022Q4 20221
Cordant, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
MARINO, STRAM & ASSOCIATES LLC 110.08%0.08%0.08%Q2 2021Q2 20211
Advisors Asset Management, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Syntal Capital Partners, LLC 110.08%0.08%0.08%Q3 2022Q3 20221
AMERICAN NATIONAL BANK 110.00%0.00%0.00%Q3 2023Q3 20231
KRAFT ASSET MANAGEMENT, LLC 110.62%0.62%0.62%Q3 2023Q3 20231
First National Advisers, LLC 113.74%3.74%3.74%Q3 2023Q3 20231
Meadow Creek Wealth Advisors LLC 111.03%1.03%1.03%Q3 2022Q3 20221
FLOW TRADERS U.S. LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Evergreen Wealth Management, LLC 114.41%4.41%4.41%Q3 2023Q3 20231
IEQ CAPITAL, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
TFO Wealth Partners, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Manchester Capital Management LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Cobblestone Asset Management LLC 114.44%4.44%4.44%Q3 2023Q3 20231
Bartlett & Co. LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Capital Advisors, Ltd. LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Safeguard Financial, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
BigSur Wealth Management LLC 110.34%0.34%0.34%Q2 2023Q2 20231
QUEST CAPITAL MANAGEMENT INC /ADV 110.04%0.04%0.04%Q4 2021Q4 20211
Navalign, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Jupiter Wealth Management LLC 113.64%3.64%3.64%Q3 2023Q3 20231
Greenwich Wealth Management LLC 110.03%0.03%0.03%Q3 2023Q3 20231
MAS Advisors LLC 110.22%0.22%0.22%Q1 2023Q1 20231
Wayfinding Financial, LLC 110.19%0.19%0.19%Q1 2023Q1 20231
North Star Investment Management Corp. 110.01%0.01%0.01%Q3 2023Q3 20231
BARCLAYS PLC 110.00%0.00%0.00%Q2 2022Q2 20221
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Annapolis Financial Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
American Financial Advisors, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Connectus Wealth, LLC 110.32%0.32%0.32%Q3 2023Q3 20231
Gallagher Benefit Services, Inc. 110.08%0.08%0.08%Q4 2022Q4 20221
PDS Planning, Inc 110.03%0.03%0.03%Q3 2023Q3 20231
Formidable Asset Management, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
WCG Wealth Advisors LLC 110.03%0.03%0.03%Q3 2022Q3 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.08%0.08%0.08%Q3 2022Q3 20221
Miracle Mile Advisors, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Financial Sense Advisors, Inc. 110.11%0.11%0.11%Q1 2022Q1 20221
Banco BTG Pactual S.A. 110.16%0.16%0.16%Q2 2023Q2 20231
J.P. Morgan Private Wealth Advisors LLC 110.38%0.38%0.38%Q1 2023Q1 20231
FOUNDERS FINANCIAL SECURITIES LLC 110.04%0.04%0.04%Q3 2023Q3 20231
SYM FINANCIAL Corp 110.06%0.06%0.06%Q3 2023Q3 20231
Marks Wealth, LLC 1189.20%89.20%89.20%Q2 2023Q2 20231
Marotta Asset Management 110.05%0.05%0.05%Q2 2023Q2 20231
VitalStone Financial, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TCTC Holdings, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BluePath Capital Management, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 110.69%0.69%0.69%Q3 2023Q3 20231
Mason & Associates Inc 110.20%0.20%0.20%Q3 2023Q3 20231
LexAurum Advisors, LLC 110.43%0.43%0.43%Q3 2023Q3 20231
CIBC WORLD MARKETS CORP 110.01%0.01%0.01%Q3 2023Q3 20231
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q4 2022Q4 20221
Johnson Financial Group, Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
Lifeworks Advisors, LLC 110.32%0.32%0.32%Q3 2023Q3 20231
HighMark Wealth Management LLC 110.01%0.01%0.01%Q3 2020Q3 20201
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.02%0.02%0.02%Q3 2021Q3 20211
GOFEN & GLOSSBERG LLC /IL/ 110.07%0.07%0.07%Q4 2022Q4 20221
Annex Advisory Services, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Empirical Finance, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Onyx Bridge Wealth Group LLC 110.21%0.21%0.21%Q3 2022Q3 20221
Mendel Capital Management LLC 110.35%0.35%0.35%Q3 2023Q3 20231
Merit Financial Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Zions Bancorporation, N.A. 110.01%0.01%0.01%Q1 2022Q1 20221
WASHINGTON TRUST Co 110.00%0.00%0.00%Q2 2023Q2 20231
Fiduciary Alliance LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Tortoise Investment Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SVB WEALTH LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Riggs Asset Managment Co. Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
INTEGRAL INVESTMENT ADVISORS, INC. 112.50%2.50%2.50%Q3 2023Q3 20231
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
LWM Advisory Services, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
OmniStar Financial Group, Inc. 110.62%0.62%0.62%Q3 2023Q3 20231
External links

This page lists all the filers that currently own J P MORGAN EXCHANGE TRADED F or have owned J P MORGAN EXCHANGE TRADED F in the past.