Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
JPMORGAN CHASE & CO | 32 | 32 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 32 |
BANK OF AMERICA CORP /DE/ | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
UBS Group AG | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
Cambridge Investment Research Advisors, Inc. | 29 | 29 | 0.01% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 29 |
Sterneck Capital Management, LLC | 29 | 29 | 1.40% | 3.95% | 6.71% | Q3 2016 | Q3 2023 | 29 |
LPL Financial LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
WELLS FARGO & COMPANY/MN | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
JANE STREET GROUP, LLC | 11 | 2 | 0.00% | 0.02% | 0.22% | Q3 2015 | Q3 2023 | 28 |
MORGAN STANLEY | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
Quantitative Advantage, LLC | 27 | 27 | 0.08% | 2.85% | 4.28% | Q3 2016 | Q1 2023 | 27 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18 | 6 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 27 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 27 | 27 | 0.02% | 0.40% | 1.34% | Q1 2017 | Q3 2023 | 27 |
Cetera Advisors LLC | 26 | 26 | 0.01% | 0.09% | 0.30% | Q1 2017 | Q2 2023 | 26 |
Ancora Advisors LLC | 25 | 25 | 0.01% | 0.06% | 0.14% | Q3 2017 | Q3 2023 | 25 |
SignalPoint Asset Management, LLC | 25 | 25 | 0.11% | 0.22% | 0.30% | Q3 2017 | Q3 2023 | 25 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 25 | 25 | 0.11% | 0.21% | 0.43% | Q3 2017 | Q3 2023 | 25 |
PLANNING ALTERNATIVES LTD /ADV | 25 | 25 | 0.04% | 6.01% | 9.55% | Q3 2017 | Q3 2023 | 25 |
CITIGROUP INC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
LexAurum Advisors, LLC | 24 | 24 | 0.29% | 1.81% | 4.02% | Q4 2017 | Q3 2023 | 24 |
Raymond James Financial Services Advisors, Inc. | 14 | 3 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
RAYMOND JAMES & ASSOCIATES | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Frontier Wealth Management LLC | 24 | 24 | 0.02% | 1.25% | 3.08% | Q3 2016 | Q2 2022 | 24 |
CWM, LLC | 15 | 8 | 0.00% | 0.02% | 0.14% | Q4 2017 | Q3 2023 | 23 |
CreativeOne Wealth, LLC | 23 | 23 | 0.06% | 3.45% | 9.20% | Q1 2018 | Q3 2023 | 23 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 15 | 7 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
AMERIPRISE FINANCIAL INC | 19 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 21 |
Continuum Advisory, LLC | 17 | 4 | 0.03% | 0.18% | 0.61% | Q3 2017 | Q2 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
ST GERMAIN D J CO INC | 17 | 3 | 0.02% | 3.77% | 5.02% | Q4 2018 | Q4 2023 | 20 |
HHM Wealth Advisors, LLC | 20 | 20 | 0.54% | 2.49% | 6.28% | Q4 2018 | Q3 2023 | 20 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.06% | 0.31% | Q1 2016 | Q4 2022 | 20 |
Private Advisor Group, LLC | 17 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 20 |
TD Capital Management LLC | 19 | 19 | 0.00% | 0.44% | 1.69% | Q2 2017 | Q4 2021 | 19 |
GeoWealth Management, LLC | 18 | 18 | 0.01% | 1.44% | 5.77% | Q2 2019 | Q3 2023 | 18 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 18 | 18 | 0.14% | 0.37% | 0.66% | Q1 2017 | Q2 2021 | 18 |
GOLDMAN SACHS GROUP INC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 18 |
Modera Wealth Management, LLC | 18 | 18 | 0.04% | 7.10% | 17.54% | Q2 2019 | Q3 2023 | 18 |
Sanctuary Wealth Management, L.L.C. | 13 | 1 | 0.11% | 0.52% | 0.97% | Q1 2010 | Q3 2023 | 17 |
FMR LLC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 17 |
SVA Wealth Management, LLC | 17 | 17 | 0.36% | 4.58% | 5.45% | Q4 2016 | Q4 2020 | 17 |
Citadel Advisors | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 16 |
SPC Financial, Inc. | 16 | 16 | 0.15% | 0.46% | 0.71% | Q1 2018 | Q4 2021 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.00% | 2.75% | 3.75% | Q4 2019 | Q3 2023 | 16 |
Lido Advisors, LLC | 16 | 16 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2021 | 16 |
First Heartland Consultants, Inc. | 15 | 15 | 0.04% | 0.12% | 0.29% | Q3 2017 | Q1 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
NOTTINGHAM ADVISORS, INC. | 15 | 15 | 2.76% | 4.50% | 5.72% | Q3 2016 | Q1 2020 | 15 |
SNS Financial Group, LLC | 15 | 15 | 0.10% | 0.25% | 0.40% | Q2 2016 | Q4 2019 | 15 |
First Capital Advisors Group, LLC. | 8 | 7 | 0.25% | 3.06% | 4.81% | Q1 2017 | Q2 2023 | 15 |
Community Bank, N.A. | 15 | 15 | 0.90% | 1.34% | 1.67% | Q3 2016 | Q1 2020 | 15 |
TOTAL INVESTMENT MANAGEMENT INC | 14 | 1 | 5.88% | 11.27% | 15.32% | Q4 2016 | Q1 2021 | 15 |
STIFEL FINANCIAL CORP | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
Kathmere Capital Management, LLC | 15 | 15 | 0.04% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Tower Research Capital LLC (TRC) | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2022 | 14 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2019 | 14 |
Geneos Wealth Management Inc. | 12 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q1 2021 | 13 |
MUFG Americas Holdings Corp | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 13 | 13 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q2 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
LINCOLN NATIONAL CORP | 13 | 13 | 0.01% | 0.16% | 0.30% | Q3 2017 | Q3 2020 | 13 |
Capital Analysts, LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q1 2021 | 13 |
Advisor Group, Inc. | 12 | 12 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q4 2019 | 12 |
Newfound Research LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2020 | 12 |
Essex Financial Services, Inc. | 12 | 12 | 0.02% | 0.06% | 0.08% | Q3 2019 | Q2 2022 | 12 |
HighTower Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 12 |
John W. Brooker & Co., CPAs | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 12 |
TRUSTCORE FINANCIAL SERVICES, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 12 |
LifePlan Financial Group, Inc | 11 | 11 | 0.04% | 0.07% | 0.10% | Q1 2018 | Q3 2020 | 11 |
SkyView Investment Advisors, LLC | 11 | 11 | 1.07% | 1.92% | 3.43% | Q4 2020 | Q2 2023 | 11 |
US BANCORP \DE\ | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 11 |
MASSMUTUAL TRUST CO FSB/ADV | 11 | 11 | 0.00% | 0.51% | 1.34% | Q1 2019 | Q3 2021 | 11 |
Qube Research & Technologies Ltd | 9 | 2 | 0.00% | 0.01% | 0.10% | Q1 2020 | Q2 2023 | 11 |
NORTH STAR ASSET MANAGEMENT INC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Global Trust Asset Management, LLC | 10 | 10 | 0.37% | 0.85% | 1.16% | Q4 2017 | Q1 2020 | 10 |
FOSTER & MOTLEY INC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
SWS Partners | 5 | 1 | 0.22% | 0.54% | 0.88% | Q4 2017 | Q4 2020 | 10 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.04% | 0.08% | Q4 2018 | Q1 2023 | 10 |
Fort Point Capital Partners LLC | 9 | 9 | 0.18% | 0.22% | 0.23% | Q3 2021 | Q3 2023 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.66% | 0.81% | 0.92% | Q3 2021 | Q3 2023 | 9 |
HARBOUR INVESTMENTS, INC. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 7 | 2 | 0.46% | 0.83% | 1.25% | Q4 2017 | Q1 2020 | 9 |
FIFTH THIRD BANCORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
SONATA CAPITAL GROUP INC | 8 | 8 | 0.24% | 0.81% | 1.02% | Q2 2019 | Q1 2021 | 8 |
WBI INVESTMENTS, LLC | 4 | 1 | 0.05% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 8 |
Advisory Services Network, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2023 | 8 |
Avant Capital LLC | 8 | 8 | 0.66% | 0.71% | 0.77% | Q4 2021 | Q3 2023 | 8 |
Wolf Group Capital Advisors | 8 | 8 | 0.20% | 0.23% | 0.25% | Q3 2017 | Q2 2019 | 8 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.12% | 0.24% | Q2 2018 | Q1 2020 | 8 |
Financial Architects, Inc | 7 | 7 | 0.02% | 0.04% | 0.07% | Q1 2017 | Q3 2018 | 7 |
Atria Investments, Inc | 7 | 7 | 0.02% | 0.06% | 0.10% | Q2 2019 | Q4 2020 | 7 |
PNC FINANCIAL SERVICES GROUP, INC. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
TrueWealth Advisors, LLC | 7 | 7 | 0.10% | 0.16% | 0.22% | Q4 2020 | Q2 2022 | 7 |
Cooper Financial Group | 7 | 7 | 0.05% | 0.07% | 0.11% | Q4 2020 | Q2 2022 | 7 |
Foster Victor Wealth Advisors, LLC | 7 | 7 | 0.16% | 9.75% | 15.92% | Q4 2018 | Q2 2020 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Integrated Wealth Concepts LLC | 7 | 7 | 0.57% | 0.65% | 0.72% | Q1 2019 | Q3 2020 | 7 |
D L CARLSON INVESTMENT GROUP INC | 7 | 7 | 0.18% | 0.28% | 0.33% | Q3 2018 | Q1 2020 | 7 |
Avior Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 7 |
STRATEGIC CAPITAL ADVISERS, INC. | 6 | 6 | 3.08% | 3.52% | 3.97% | Q4 2017 | Q1 2019 | 6 |
BlackRock Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Bison Wealth, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 6 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
One Capital Management, LLC | 6 | 6 | 0.02% | 0.34% | 0.70% | Q2 2022 | Q3 2023 | 6 |
Nikulski Financial, Inc. | 6 | 6 | 0.19% | 0.23% | 0.26% | Q3 2018 | Q4 2019 | 6 |
Providence Capital Advisors, LLC | 6 | 6 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q4 2019 | 6 |
NEXT Financial Group, Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 5 |
CENTAURUS FINANCIAL, INC. | 5 | 5 | 0.38% | 0.59% | 0.80% | Q2 2018 | Q2 2019 | 5 |
PACIFIC FINANCIAL GROUP INC | 5 | 5 | 2.14% | 3.21% | 4.39% | Q4 2018 | Q4 2019 | 5 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q1 2022 | 5 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2021 | 5 |
Commonwealth Equity Services, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 5 |
NWAM LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Patten Group, Inc. | 5 | 5 | 0.17% | 0.26% | 0.36% | Q3 2022 | Q3 2023 | 5 |
KCM INVESTMENT ADVISORS LLC | 5 | 5 | 0.08% | 0.09% | 0.09% | Q4 2017 | Q4 2018 | 5 |
Cetera Investment Advisers | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.01% | 0.04% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Transamerica Financial Advisors, Inc. | 2 | 1 | 0.00% | 0.14% | 0.33% | Q3 2017 | Q2 2019 | 4 |
Apollon Wealth Management, LLC | 4 | 4 | 0.15% | 0.26% | 0.39% | Q4 2022 | Q3 2023 | 4 |
APPLETON PARTNERS INC/MA | 4 | 4 | 0.04% | 0.05% | 0.05% | Q1 2017 | Q4 2017 | 4 |
Faithward Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 4 |
INVESTMENT CENTERS OF AMERICA INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q3 2017 | 4 |
RHS Financial, LLC | 4 | 4 | 0.26% | 0.65% | 1.02% | Q4 2022 | Q3 2023 | 4 |
Shamrock Asset Management LLC | 4 | 4 | 0.15% | 0.24% | 0.47% | Q4 2016 | Q3 2017 | 4 |
Etesian Wealth Advisors, Inc. | 4 | 4 | 1.27% | 1.31% | 1.38% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisor Networks LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 4 |
Perigon Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2018 | 4 |
Laurel Wealth Advisors, Inc. | 4 | 4 | 0.11% | 0.12% | 0.13% | Q1 2017 | Q4 2017 | 4 |
Prestige Wealth Management Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.11% | 0.20% | 0.43% | Q4 2021 | Q3 2022 | 4 |
Integrity Advisory, LLC | 4 | 4 | 1.13% | 1.47% | 2.05% | Q1 2022 | Q4 2022 | 4 |
TRUIST FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 4 |
Lake Point Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Edge Wealth Management LLC | 4 | 4 | 0.00% | 0.03% | 0.04% | Q2 2019 | Q1 2020 | 4 |
Clear Creek Financial Management, LLC | 4 | 4 | 0.07% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Ken Stern & Associates, Inc. | 4 | 4 | 0.14% | 0.15% | 0.15% | Q4 2017 | Q3 2018 | 4 |
55I, LLC | 4 | 4 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q3 2022 | 4 |
Empire Financial Management Company, LLC | 3 | 3 | 0.90% | 1.51% | 2.16% | Q1 2023 | Q3 2023 | 3 |
NATIONAL PLANNING CORP | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2017 | 3 |
Essex Savings Bank | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q2 2019 | 3 |
Bank of New York Mellon Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
MOTIVE WEALTH ADVISORS | 2 | 1 | 0.15% | 0.27% | 0.40% | Q2 2021 | Q1 2022 | 3 |
MARINO, STRAM & ASSOCIATES LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Founders Financial Alliance, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 3 |
Gradient Investments LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Capital Asset Advisory Services LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 3 |
PRIVATE TRUST CO NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BEACON TRUST CO | 2 | 2 | 0.44% | 1.16% | 1.88% | Q4 2016 | Q1 2017 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
tru Independence LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Equitable Holdings, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
SeaCrest Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
BOKF, NA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
TRILLIUM ASSET MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Centerpoint Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Apella Capital, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q3 2021 | 2 |
ETRADE Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
W.G. Shaheen & Associates DBA Whitney & Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 2 |
COZAD ASSET MANAGEMENT INC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q3 2020 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 2 |
HUNTINGTON NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 2 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
MML INVESTORS SERVICES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
MSI Financial Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Mascoma Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Sigma Planning Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 10.30% | 10.30% | 10.30% | Q4 2019 | Q4 2019 | 1 |
Atlantic Union Bankshares Corp | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2019 | Q1 2019 | 1 |
All Terrain Financial Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q4 2017 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Hudock, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 6.19% | 6.19% | 6.19% | Q4 2019 | Q4 2019 | 1 |
MAI Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
ADVISOR PARTNERS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
DOHJ, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2019 | Q4 2019 | 1 |
GREENLEAF TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Intrua Financial, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Tredje AP-fonden | 1 | 1 | 1.57% | 1.57% | 1.57% | Q2 2021 | Q2 2021 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2020 | Q1 2020 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
TLW Wealth Management, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2018 | Q4 2018 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SADOFF INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
KLINGENSTEIN FIELDS & CO LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 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.