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
BANK OF AMERICA CORP /DE/ 19190.00%0.02%0.15%Q1 2019Q3 202320
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 20200.00%0.00%0.00%Q4 2018Q3 202320
LPL Financial LLC 19190.00%0.02%0.06%Q1 2019Q3 202319
MORGAN STANLEY 19190.00%0.00%0.00%Q1 2019Q3 202319
COMMONWEALTH EQUITY SERVICES, LLC 19190.00%0.02%0.05%Q1 2019Q3 202319
CAPITAL MANAGEMENT CORP /VA 19190.77%1.24%1.99%Q1 2019Q3 202319
Cooper Financial Group 19190.27%0.82%1.76%Q1 2019Q3 202319
WELLS FARGO & COMPANY/MN 19190.00%0.00%0.01%Q1 2019Q3 202319
ROYAL BANK OF CANADA 19190.00%0.00%0.00%Q1 2019Q3 202319
SAGE FINANCIAL GROUP INC 1360.05%0.43%0.97%Q4 2018Q3 202319
Raymond James Financial Services Advisors, Inc. 18180.00%0.00%0.02%Q2 2019Q3 202318
CFO4Life Group, LLC 18180.06%0.44%1.46%Q4 2018Q1 202318
ENVESTNET ASSET MANAGEMENT INC 18180.00%0.01%0.02%Q2 2019Q3 202318
Gratus Capital, LLC 18180.02%0.15%0.41%Q2 2019Q3 202318
IFG Advisory, LLC 18180.06%0.14%0.33%Q2 2019Q3 202318
MML INVESTORS SERVICES, LLC 17170.00%0.02%0.05%Q3 2019Q3 202317
IFP Advisors, Inc 17170.00%0.05%0.12%Q3 2019Q3 202317
RAYMOND JAMES & ASSOCIATES 17170.00%0.01%0.01%Q3 2019Q3 202317
Roof Eidam Maycock Peralta, LLC 17170.23%0.70%1.05%Q3 2019Q3 202317
Windsor Capital Management, LLC 17170.12%0.23%0.41%Q3 2019Q3 202317
TD Capital Management LLC 17170.20%0.90%1.43%Q3 2019Q3 202317
LexAurum Advisors, LLC 17170.13%0.26%0.44%Q2 2019Q2 202317
Cambridge Investment Research Advisors, Inc. 17170.01%0.03%0.08%Q3 2019Q3 202317
FinTrust Capital Advisors, LLC 1510.15%0.60%1.10%Q2 2019Q3 202316
Allworth Financial LP 1060.00%0.02%0.05%Q4 2018Q3 202316
Bristlecone Advisors, LLC 16160.09%0.48%0.79%Q4 2019Q3 202316
SkyOak Wealth, LLC 16160.20%0.73%1.20%Q4 2019Q3 202316
SYNOVUS FINANCIAL CORP 1150.00%0.03%0.08%Q2 2019Q3 202316
BFSG, LLC 16160.19%0.61%1.14%Q4 2019Q3 202316
Dynamic Advisor Solutions LLC 15150.12%0.21%0.27%Q1 2020Q3 202315
JANE STREET GROUP, LLC 510.00%0.01%0.02%Q1 2019Q3 202315
Cetera Advisor Networks LLC 1050.01%0.01%0.01%Q3 2019Q3 202315
UBS Group AG 15150.00%0.01%0.01%Q1 2020Q3 202315
Alpha Omega Wealth Management LLC 15150.11%0.28%0.75%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.03%0.05%Q1 2020Q3 202315
ERn Financial, LLC 15150.18%0.42%0.66%Q1 2020Q3 202315
Callan Capital, LLC 15150.20%0.55%1.09%Q1 2020Q3 202315
TOWNSQUARE CAPITAL LLC 15150.01%0.98%3.04%Q1 2020Q3 202315
Klingman & Associates, LLC 1410.13%1.58%3.06%Q2 2019Q3 202315
OneDigital Investment Advisors LLC 15150.01%0.05%0.13%Q1 2020Q3 202315
SIGNET FINANCIAL MANAGEMENT, LLC 15150.09%0.54%0.95%Q1 2020Q3 202315
AdvisorNet Financial, Inc 960.01%0.05%0.21%Q2 2019Q3 202315
TRUIST FINANCIAL CORP 14140.00%0.01%0.01%Q2 2020Q3 202314
Capstone Financial Advisors, Inc. 14140.14%0.55%1.21%Q2 2020Q3 202314
WEBSTER BANK, N. A. 14140.04%0.06%0.08%Q2 2020Q3 202314
HighTower Advisors, LLC 14140.00%0.03%0.05%Q2 2020Q3 202314
Prime Capital Investment Advisors, LLC 14140.01%0.06%0.12%Q2 2020Q3 202314
Ancora Advisors LLC 14140.03%0.06%0.11%Q2 2020Q3 202314
HARBOUR INVESTMENT MANAGEMENT LLC 14140.50%2.25%2.95%Q2 2020Q3 202314
Requisite Capital Management, LLC 14140.84%1.82%5.02%Q2 2020Q3 202314
Rockefeller Capital Management L.P. 14140.00%0.00%0.01%Q2 2020Q3 202314
John W. Brooker & Co., CPAs 14140.76%2.70%4.20%Q2 2020Q3 202314
Ironwood Investment Counsel, LLC 14140.16%0.87%2.15%Q2 2020Q3 202314
CENTRAL TRUST Co 14140.02%0.09%0.13%Q2 2020Q3 202314
Global Retirement Partners, LLC 14140.00%0.10%0.26%Q2 2020Q3 202314
Hartford Financial Management Inc. 14140.08%0.48%1.78%Q2 2020Q3 202314
FRANKLIN RESOURCES INC 14140.00%0.00%0.01%Q2 2020Q3 202314
WEATHERLY ASSET MANAGEMENT L. P. 14140.45%2.65%3.86%Q2 2020Q3 202314
Slow Capital, Inc. 14140.10%2.22%5.20%Q2 2020Q3 202314
Monterey Private Wealth, Inc. 14140.17%0.87%1.90%Q2 2020Q3 202314
Mutual Advisors, LLC 14140.02%0.05%0.10%Q2 2020Q3 202314
LINCOLN NATIONAL CORP 1310.00%0.02%0.05%Q3 2019Q3 202314
SONATA CAPITAL GROUP INC 13130.13%0.31%0.43%Q3 2020Q3 202313
EP Wealth Advisors, LLC 13130.01%0.17%0.51%Q3 2020Q3 202313
Key FInancial Inc 1210.02%0.03%0.06%Q1 2020Q3 202313
Baker Ellis Asset Management LLC 13130.20%0.76%1.09%Q4 2019Q4 202213
Tortoise Investment Management, LLC 13130.03%0.66%1.47%Q2 2020Q2 202313
YHB Investment Advisors, Inc. 13130.16%0.29%0.51%Q3 2020Q3 202313
StrongBox Wealth, LLC 13130.33%0.63%0.92%Q4 2020Q4 202313
Brinker Capital Investments, LLC 13130.00%0.07%0.12%Q4 2019Q4 202213
Orion Portfolio Solutions, LLC 920.00%0.05%0.15%Q1 2020Q3 202313
FLOW TRADERS U.S. LLC 510.05%0.35%1.50%Q3 2019Q3 202313
Daniels&Tansey,LLP 13130.16%0.59%1.46%Q3 2020Q3 202313
PALLADIUM PARTNERS LLC 1030.05%1.09%2.30%Q4 2018Q1 202213
STIFEL FINANCIAL CORP 13130.00%0.00%0.01%Q3 2020Q3 202313
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 13130.12%0.97%2.33%Q3 2020Q3 202313
Gradient Investments LLC 12120.00%0.01%0.01%Q2 2020Q1 202312
COLLECTIVE FAMILY OFFICE LLC 12120.61%1.83%2.84%Q4 2020Q3 202312
Tidal Investments LLC 12120.01%0.02%0.04%Q3 2020Q2 202312
Capital Analysts, LLC 12120.00%0.01%0.03%Q4 2020Q3 202312
Galvin, Gaustad & Stein, LLC 12120.31%0.41%0.48%Q4 2020Q3 202312
3D/L Capital Management, LLC 12120.01%1.27%1.73%Q4 2020Q3 202312
APPLETON PARTNERS INC/MA 12120.37%0.96%1.35%Q1 2021Q4 202312
BCGM Wealth Management, LLC 12123.05%3.64%4.33%Q4 2020Q3 202312
JSF Financial, LLC 12120.10%1.14%1.70%Q3 2020Q2 202312
Resonant Capital Advisors, LLC 12120.10%1.57%3.92%Q4 2020Q3 202312
Financial Advisory Group 12120.43%0.99%1.70%Q4 2020Q3 202312
Eldridge Investment Advisors, Inc. 930.08%0.09%0.10%Q3 2020Q3 202312
Principle Wealth Partners LLC 12120.04%0.25%0.51%Q4 2020Q3 202312
ENCOMPASS WEALTH ADVISORS, LLC 12120.67%1.03%1.33%Q4 2020Q3 202312
Sandbox Financial Partners, LLC 12121.10%1.53%2.10%Q4 2020Q3 202312
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 840.46%1.99%4.89%Q3 2020Q3 202312
TCG Advisory Services, LLC 12120.09%0.44%0.99%Q4 2020Q3 202312
MISSION WEALTH MANAGEMENT, LP 1110.01%0.17%0.45%Q3 2020Q3 202312
One Capital Management, LLC 12120.66%1.39%2.33%Q4 2020Q3 202312
Auxano Advisors, LLC 12120.14%7.83%19.49%Q4 2020Q3 202312
MJP ASSOCIATES INC /ADV 12121.56%2.28%3.77%Q4 2020Q3 202312
Levy Wealth Management Group, LLC 12120.92%2.30%3.41%Q4 2020Q3 202312
NWAM LLC 610.02%0.12%0.37%Q2 2020Q3 202312
THRIVENT FINANCIAL FOR LUTHERANS 12120.00%0.01%0.03%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.07%0.19%0.31%Q4 2020Q3 202312
Lehman & Derafelo Financial Resources LLC 12120.72%2.12%3.82%Q1 2020Q4 202212
IMS Capital Management 12120.16%0.20%0.24%Q4 2020Q3 202312
Gradient Capital Advisors, LLC 12120.13%0.55%1.02%Q4 2020Q3 202312
Kathmere Capital Management, LLC 12121.23%2.36%3.16%Q4 2020Q3 202312
COLONY GROUP LLC 12120.02%0.07%0.14%Q4 2020Q3 202312
CreativeOne Wealth, LLC 12120.03%0.06%0.10%Q3 2020Q2 202312
Kestra Advisory Services, LLC 750.01%0.01%0.03%Q3 2020Q3 202312
PEAPACK GLADSTONE FINANCIAL CORP 12120.02%0.06%0.08%Q4 2020Q3 202312
Integrated Wealth Concepts LLC 12120.01%0.10%0.17%Q4 2020Q3 202312
Lido Advisors, LLC 12120.00%0.01%0.04%Q4 2020Q3 202312
Paradigm, Strategies in Wealth Management, LLC 11110.76%1.11%1.68%Q1 2021Q3 202311
CAPTRUST FINANCIAL ADVISORS 11110.03%0.14%0.24%Q1 2021Q3 202311
Bridgewater Advisors Inc. 11111.63%4.30%6.27%Q1 2021Q3 202311
Atlantic Union Bankshares Corp 11110.04%0.08%0.15%Q1 2021Q3 202311
JPMORGAN CHASE & CO 710.00%0.00%0.01%Q4 2018Q3 202311
BLAIR WILLIAM & CO/IL 11110.00%0.01%0.05%Q1 2021Q3 202311
Opes Wealth Management LLC 11110.13%0.36%0.84%Q1 2021Q3 202311
KWMG, LLC 11110.04%0.15%0.20%Q1 2021Q3 202311
HBW ADVISORY SERVICES LLC 11110.04%0.08%0.13%Q1 2021Q3 202311
Covington Capital Management 11110.00%0.62%1.03%Q1 2020Q3 202211
US BANCORP \DE\ 11110.00%0.00%0.00%Q1 2021Q3 202311
Integrated Advisors Network LLC 11110.41%0.64%1.05%Q1 2021Q3 202311
FIDUCIARY TRUST CO 11110.01%0.63%1.40%Q1 2021Q3 202311
TFC Financial Management, Inc. 11110.04%0.33%0.64%Q3 2020Q1 202311
ASSETMARK, INC 11110.00%0.00%0.00%Q1 2021Q3 202311
BOSTON FAMILY OFFICE LLC 11110.08%0.41%0.67%Q1 2021Q3 202311
Valmark Advisers, Inc. 11110.00%0.02%0.05%Q1 2021Q3 202311
Kingsview Wealth Management, LLC 650.05%0.15%0.25%Q4 2020Q3 202311
DFPG INVESTMENTS, LLC 1010.03%0.31%0.77%Q2 2020Q1 202311
Transform Wealth, LLC 11110.18%0.98%2.16%Q1 2021Q3 202311
UNITED CAPITAL FINANCIAL ADVISORS, LLC 11110.00%0.01%0.01%Q3 2019Q1 202211
Harbor Group, Inc. 11110.17%0.20%0.23%Q4 2020Q2 202311
Essex Financial Services, Inc. 11110.04%0.16%0.38%Q1 2021Q3 202311
FIRST FOUNDATION ADVISORS 10100.32%0.74%1.36%Q2 2021Q3 202310
Elmwood Wealth Management, Inc. 821.08%2.02%2.76%Q1 2021Q3 202310
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 10100.01%0.35%0.88%Q2 2021Q3 202310
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10100.00%0.08%0.19%Q2 2021Q3 202310
Annex Advisory Services, LLC 10100.01%0.21%0.48%Q1 2020Q2 202210
Abbrea Capital, LLC 10100.14%0.65%1.20%Q2 2021Q3 202310
SVB WEALTH LLC 730.02%0.09%0.19%Q1 2021Q3 202310
Sargent Bickham Lagudis LLC 10100.01%0.04%0.07%Q3 2020Q4 202210
Snowden Capital Advisors LLC 550.07%0.20%0.35%Q2 2020Q4 202210
PACIFIC CAPITAL WEALTH ADVISORS, INC 10100.20%0.85%3.24%Q1 2020Q2 202210
Merit Financial Group, LLC 710.01%0.02%0.04%Q4 2019Q3 202210
Hudson Value Partners, LLC 10100.32%0.54%0.68%Q2 2021Q3 202310
FDx Advisors, Inc. 910.01%0.01%0.02%Q3 2020Q2 202310
Blue Chip Partners, LLC 10100.04%0.09%0.24%Q2 2021Q3 202310
Venturi Wealth Management, LLC 910.10%0.92%3.09%Q4 2020Q3 202310
BEACON INVESTMENT ADVISORY SERVICES, INC. 10100.02%0.17%0.32%Q2 2021Q3 202310
J.W. COLE ADVISORS, INC. 10100.02%0.16%0.98%Q2 2021Q3 202310
WOODMONT INVESTMENT COUNSEL LLC 10100.05%0.18%0.29%Q2 2021Q3 202310
DUBUQUE BANK & TRUST CO 10100.02%0.20%0.34%Q2 2021Q3 202310
Perennial Investment Advisors, LLC 620.07%0.25%0.72%Q4 2019Q3 202310
PARSONS CAPITAL MANAGEMENT INC/RI 10100.02%0.02%0.04%Q2 2021Q3 202310
Perigon Wealth Management, LLC 910.04%0.15%0.27%Q3 2011Q3 202310
ALBION FINANCIAL GROUP /UT 10100.12%0.25%0.30%Q2 2021Q3 202310
Sterling Investment Advisors, Ltd. 10100.08%0.16%0.26%Q3 2020Q4 202210
Cetera Advisors LLC 550.01%0.02%0.02%Q3 2019Q3 202310
GREAT VALLEY ADVISOR GROUP, INC. 910.03%0.23%0.66%Q4 2020Q3 202310
Private Advisor Group, LLC 10100.01%0.02%0.05%Q2 2021Q3 202310
EPG Wealth Management LLC 510.02%0.06%0.15%Q3 2020Q3 202310
CX Institutional 990.16%0.38%0.54%Q3 2020Q3 20229
Acorn Wealth Advisors, LLC 540.14%0.15%0.17%Q1 2021Q3 20239
Advisory Services Network, LLC 520.00%0.02%0.05%Q3 2020Q1 20239
Fort Point Capital Partners LLC 990.03%0.03%0.03%Q3 2021Q3 20239
Equitable Holdings, Inc. 510.01%0.01%0.01%Q4 2020Q3 20239
Patriot Financial Group Insurance Agency, LLC 990.00%0.05%0.10%Q2 2020Q2 20229
Virtue Capital Management, LLC 990.05%0.27%0.38%Q3 2021Q3 20239
ANDERSON HOAGLAND & CO 990.09%1.63%3.74%Q3 2021Q3 20239
Essex Savings Bank 990.11%0.34%0.70%Q3 2021Q3 20239
Compass Financial Group, Inc. 990.87%1.06%1.16%Q3 2021Q3 20239
Americana Partners, LLC 990.21%3.02%9.45%Q3 2020Q3 20229
JNBA Financial Advisors 990.08%0.31%0.61%Q3 2021Q3 20239
NovaPoint Capital, LLC 990.09%0.13%0.19%Q1 2021Q1 20239
Laurel Wealth Planning LLC 990.19%0.56%0.82%Q3 2021Q3 20239
Roberts Wealth Advisors, LLC 990.41%1.41%2.23%Q3 2021Q3 20239
Arete Wealth Advisors, LLC 810.16%0.58%0.87%Q4 2020Q2 20239
Stonebridge Capital Advisors LLC 810.00%0.00%0.02%Q2 2020Q4 20229
NOTTINGHAM ADVISORS, INC. 990.03%0.09%0.17%Q1 2021Q1 20239
MEEDER ASSET MANAGEMENT INC 720.00%0.06%0.21%Q3 2019Q1 20229
SHEETS SMITH WEALTH MANAGEMENT 990.02%0.04%0.17%Q3 2021Q3 20239
Tarbox Family Office, Inc. 540.01%0.16%0.54%Q2 2021Q3 20239
Shorepoint Capital Partners LLC 630.11%1.24%3.30%Q3 2020Q4 20229
MONECO Advisors, LLC 990.10%0.17%0.23%Q3 2020Q3 20229
Insight Advisors, LLC/ PA 990.09%0.13%0.20%Q3 2021Q3 20239
Segment Wealth Management, LLC 990.36%1.07%1.50%Q3 2020Q3 20229
CWM, LLC 880.00%0.08%0.14%Q4 2021Q3 20238
SUTTON PLACE INVESTORS LLC 880.65%0.73%0.84%Q4 2021Q3 20238
YARGER WEALTH STRATEGIES, LLC 880.33%1.38%2.13%Q4 2021Q3 20238
Creative Planning 880.00%0.00%0.01%Q4 2021Q3 20238
Kathleen S. Wright Associates Inc. 881.04%1.34%1.69%Q4 2021Q3 20238
BEESE FULMER INVESTMENT MANAGEMENT, INC. 880.03%0.03%0.03%Q4 2021Q3 20238
Masso Torrence Wealth Management Inc. 881.07%1.65%2.38%Q4 2021Q3 20238
HB Wealth Management, LLC 880.13%0.88%1.70%Q4 2021Q3 20238
FAS Wealth Partners, Inc. 880.04%0.11%0.21%Q4 2021Q3 20238
Rainsberger Wealth Advisors, Inc. 880.23%0.68%1.20%Q4 2021Q3 20238
Rosenberg Matthew Hamilton 880.55%1.78%3.14%Q4 2021Q3 20238
Financial Futures Ltd Liability Co. 880.41%1.27%2.30%Q4 2021Q3 20238
HEADINVEST, LLC 880.04%0.11%0.15%Q4 2021Q3 20238
Mariner, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
U.S. Capital Wealth Advisors, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
Sandy Spring Bank 880.01%0.02%0.04%Q4 2021Q3 20238
NewEdge Advisors, LLC 510.00%0.02%0.04%Q4 2019Q3 20238
Clarkston Capital Partners, LLC 880.01%0.03%0.05%Q2 2021Q1 20238
DOWLING & YAHNKE LLC 620.04%0.69%1.67%Q3 2020Q3 20228
THOMPSON DAVIS & CO., INC. 880.26%0.59%0.92%Q4 2021Q3 20238
BAILARD, INC. 880.01%0.34%0.75%Q1 2021Q4 20228
ACIMA PRIVATE WEALTH, LLC 880.03%0.62%0.96%Q2 2020Q1 20228
UMB Bank, n.a. 880.00%0.05%0.13%Q4 2021Q3 20238
Core Wealth Advisors, Inc. 620.18%0.56%0.93%Q3 2021Q3 20238
MERCER GLOBAL ADVISORS INC /ADV 880.01%0.06%0.16%Q4 2021Q3 20238
Modus Advisors, LLC 880.16%0.35%0.56%Q4 2020Q3 20228
Simplicity Solutions, LLC 530.01%0.10%0.25%Q3 2021Q3 20238
Security Financial Services, INC. 880.39%0.67%1.45%Q4 2021Q3 20238
Shore Point Advisors, LLC 880.17%0.89%1.95%Q4 2021Q3 20238
Graves Light Lenhart Wealth, Inc. 880.35%1.64%2.51%Q4 2021Q3 20238
Capital Advisors, Ltd. LLC 880.05%0.09%0.14%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.03%0.08%0.14%Q4 2021Q3 20238
COWA, LLC 710.00%0.47%0.77%Q1 2021Q1 20238
Paladin Advisory Group, LLC 881.03%1.48%2.12%Q4 2021Q3 20238
Prosperity Consulting Group, LLC 880.88%2.30%3.38%Q4 2021Q3 20238
VISTA INVESTMENT MANAGEMENT 880.19%0.41%0.61%Q4 2021Q3 20238
STEPHENS INC /AR/ 880.00%0.01%0.01%Q4 2020Q3 20228
Beta Wealth Group, Inc. 880.41%0.90%1.64%Q1 2021Q4 20228
Financial Management Professionals, Inc. 770.01%0.17%0.27%Q1 2022Q3 20237
Global Strategic Investment Solutions, LLC 770.79%2.92%5.66%Q1 2022Q3 20237
Relative Value Partners Group, LLC 430.02%0.03%0.06%Q2 2020Q1 20227
Advisor OS, LLC 770.06%0.50%1.74%Q1 2022Q3 20237
HOWE & RUSLING INC 770.01%0.02%0.04%Q1 2021Q3 20227
MASSMUTUAL TRUST CO FSB/ADV 610.00%0.02%0.04%Q1 2022Q4 20237
BRANDYWINE OAK PRIVATE WEALTH LLC 770.75%1.06%1.57%Q1 2022Q3 20237
Pinion Investment Advisors, LLC 770.16%0.25%0.39%Q1 2021Q3 20227
Proficio Capital Partners LLC 770.05%0.09%0.21%Q1 2022Q3 20237
BHK Investment Advisors, LLC 520.12%0.14%0.18%Q3 2021Q2 20237
Sequoia Financial Advisors, LLC 770.54%0.69%0.85%Q1 2022Q3 20237
DROMS STRAUSS ADVISORS INC /MO/ /ADV 770.36%1.38%3.23%Q1 2022Q3 20237
Sunflower Bank, N.A. 771.04%1.86%2.23%Q1 2022Q3 20237
ROPES WEALTH ADVISORS LLC 770.09%0.11%0.14%Q1 2022Q3 20237
CREATIVE FINANCIAL DESIGNS INC /ADV 430.03%0.11%0.16%Q2 2019Q3 20237
Redmond Asset Management, LLC 430.11%0.17%0.26%Q2 2019Q4 20217
TMD Wealth Management, LLC 432.36%4.79%7.48%Q4 2020Q3 20227
GoalVest Advisory LLC 430.01%0.56%1.02%Q4 2020Q4 20227
Soltis Investment Advisors LLC 770.23%0.40%0.68%Q1 2022Q3 20237
Parkside Financial Bank & Trust 770.01%0.02%0.04%Q3 2021Q1 20237
WMG Financial Advisors, LLC 770.18%0.21%0.25%Q4 2021Q2 20237
Three Bridge Wealth Advisors, LLC 770.38%2.07%3.56%Q1 2022Q3 20237
Dakota Wealth Management 770.03%0.04%0.05%Q1 2022Q3 20237
ADELL HARRIMAN & CARPENTER INC 520.06%0.06%0.07%Q4 2021Q3 20237
WEBSTERROGERS FINANCIAL ADVISORS, LLC 771.99%3.60%4.62%Q1 2022Q3 20237
Chesley Taft & Associates LLC 770.01%0.11%0.16%Q1 2022Q3 20237
PDS Planning, Inc 770.60%0.92%1.34%Q1 2022Q3 20237
Eagle Bluffs Wealth Management LLC 770.18%0.33%0.42%Q4 2021Q2 20237
WealthBridge Capital Management, LLC 770.09%0.24%0.29%Q1 2022Q3 20237
Bank of New York Mellon Corp 310.00%0.00%0.00%Q2 2021Q3 20236
MBM Wealth Consultants, LLC 665.05%7.34%8.83%Q2 2022Q3 20236
Princeton Global Asset Management LLC 660.02%0.03%0.03%Q2 2022Q3 20236
FSM Wealth Advisors, LLC 661.27%1.43%1.71%Q2 2022Q3 20236
FORBES J M & CO LLP 510.03%0.04%0.04%Q1 2022Q3 20236
Corbenic Partners LLC 660.12%15.68%26.00%Q4 2020Q1 20226
Wakefield Asset Management LLLP 661.35%1.41%1.51%Q4 2020Q1 20226
JANICZEK WEALTH MANAGEMENT, LLC 660.03%0.04%0.06%Q2 2022Q3 20236
3D ASSET MANAGEMENT, INC 661.62%1.86%2.16%Q2 2019Q3 20206
Stratos Investment Management, LLC 330.05%0.71%1.63%Q3 2020Q1 20226
G2 CAPITAL MANAGEMENT, LLC / OH 660.49%2.00%3.07%Q4 2021Q1 20236
Revolve Wealth Partners, LLC 660.24%0.82%1.76%Q4 2021Q1 20236
BANK OF MONTREAL /CAN/ 660.00%0.00%0.00%Q4 2019Q1 20216
Janney Montgomery Scott LLC 310.00%0.00%0.01%Q4 2020Q3 20236
V Wealth Advisors LLC 420.12%0.15%0.21%Q1 2021Q3 20226
New England Private Wealth Advisors LLC 660.11%0.61%0.90%Q1 2021Q2 20226
BENJAMIN F. EDWARDS & COMPANY, INC. 660.01%0.01%0.01%Q2 2022Q3 20236
Continuum Advisory, LLC 410.04%0.15%0.25%Q2 2020Q3 20226
CEERA INVESTMENTS, LLC 662.14%4.48%6.23%Q3 2021Q4 20226
LAKE STREET PRIVATE WEALTH, LLC 660.04%0.07%0.09%Q4 2020Q1 20226
WealthCare Investment Partners, LLC 660.17%1.14%1.90%Q2 2022Q3 20236
Narus Financial Partners, LLC 660.79%1.42%1.86%Q2 2022Q3 20236
REDW Wealth LLC 660.13%0.19%0.25%Q1 2021Q2 20226
Royal Harbor Partners, LLC 660.22%0.59%1.33%Q2 2022Q3 20236
SCOTIA CAPITAL INC. 660.00%0.00%0.00%Q3 2021Q4 20226
Evergreen Wealth Solutions, LLC 661.02%1.76%3.18%Q2 2022Q3 20236
Cerity Partners LLC 660.08%0.16%0.25%Q2 2022Q3 20236
First Citizens Financial Corp 420.49%0.70%0.88%Q1 2022Q3 20236
HBK Sorce Advisory LLC 420.02%0.02%0.02%Q4 2021Q3 20236
Sunburst Financial Group, LLC 664.42%5.23%5.80%Q2 2022Q3 20236
Kistler-Tiffany Companies, LLC 660.68%1.54%2.53%Q1 2022Q2 20236
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 660.02%0.09%0.11%Q1 2020Q2 20216
MCDONALD PARTNERS LLC 660.13%0.22%0.25%Q2 2022Q3 20236
Johnson Bixby & Associates, LLC 660.22%0.42%0.62%Q2 2022Q3 20236
FMR LLC 310.00%0.01%0.02%Q4 2020Q3 20236
Intergy Private Wealth, LLC 660.16%0.41%0.57%Q2 2022Q3 20236
FORVIS Wealth Advisors, LLC 660.01%0.04%0.07%Q3 2021Q4 20226
Hennion & Walsh Asset Management, Inc. 660.11%0.14%0.17%Q1 2021Q2 20226
NewSquare Capital LLC 660.11%0.18%0.21%Q2 2022Q3 20236
Ritter Daniher Financial Advisory LLC / DE 661.20%3.66%7.50%Q2 2022Q3 20236
PFS INVESTMENTS INC. 310.06%0.08%0.10%Q4 2020Q2 20236
BAKER TILLY WEALTH MANAGEMENT, LLC 410.32%2.14%3.73%Q4 2020Q3 20225
Colonial Trust Advisors 410.01%0.02%0.03%Q1 2021Q3 20235
James J. Burns & Company, LLC 550.07%0.09%0.10%Q3 2022Q3 20235
WEST PACES ADVISORS INC. 550.03%0.04%0.06%Q3 2022Q3 20235
Avior Wealth Management, LLC 550.00%0.00%0.00%Q1 2022Q1 20235
Wealth Alliance Advisory Group, LLC 551.13%1.38%1.52%Q3 2022Q3 20235
PRIVATE CAPITAL MANAGEMENT LLC 550.33%0.46%0.59%Q4 2020Q4 20215
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.01%0.02%Q3 2020Q2 20235
Citadel Advisors 210.00%0.00%0.00%Q2 2019Q1 20235
Spire Wealth Management 550.00%0.03%0.05%Q3 2022Q3 20235
Amplius Wealth Advisors, LLC 550.04%0.11%0.28%Q4 2021Q4 20225
Winfield Associates, Inc. 550.19%0.35%0.61%Q1 2021Q1 20225
Smith Anglin Financial, LLC 550.06%0.20%0.30%Q4 2021Q4 20225
MYCIO WEALTH PARTNERS, LLC 550.02%0.03%0.10%Q4 2018Q4 20195
Cresset Asset Management, LLC 320.01%0.04%0.07%Q2 2021Q3 20235
PRIVATE TRUST CO NA 410.04%0.08%0.13%Q2 2022Q3 20235
OPPENHEIMER & CO INC 550.01%0.01%0.01%Q4 2020Q4 20215
Cetera Investment Advisers 550.01%0.01%0.02%Q3 2022Q3 20235
Capstone Triton Financial Group, LLC 550.15%0.22%0.49%Q4 2020Q4 20215
STUDIO INVESTMENT MANAGEMENT LLC 550.00%0.65%1.59%Q1 2022Q1 20235
RAYMOND JAMES TRUST N.A. 550.01%0.01%0.01%Q4 2020Q4 20215
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 310.01%0.01%0.02%Q2 2021Q3 20235
OLIO Financial Planning 550.13%0.15%0.18%Q3 2022Q3 20235
C M BIDWELL & ASSOCIATES LTD 550.33%0.35%0.37%Q3 2022Q3 20235
CHILDRESS CAPITAL ADVISORS, LLC 550.09%0.10%0.12%Q2 2021Q2 20225
CWA Asset Management Group, LLC 550.36%0.97%1.19%Q3 2022Q3 20235
Avestar Capital, LLC 550.09%0.26%0.54%Q1 2020Q1 20215
USAdvisors Wealth Management, LLC 550.17%0.27%0.32%Q3 2022Q3 20235
Secure Asset Management, LLC 320.13%0.14%0.16%Q2 2021Q1 20235
Spectrum Management Group, LLC 550.01%0.07%0.20%Q3 2021Q3 20225
Baystate Wealth Management LLC 550.20%0.24%0.29%Q3 2022Q3 20235
Connecticut Wealth Management, LLC 550.03%0.04%0.05%Q3 2022Q3 20235
REGIONS FINANCIAL CORP 550.06%0.07%0.10%Q3 2022Q3 20235
Curtis Advisory Group, LLC 550.07%0.14%0.23%Q2 2022Q2 20235
DERBY & COMPANY, INC 550.17%0.35%0.52%Q3 2020Q3 20215
SAM Advisors, LLC 550.35%0.43%0.54%Q3 2021Q3 20225
Morningstar Investment Services LLC 550.03%0.04%0.05%Q3 2022Q3 20235
WEALTHSOURCE PARTNERS, LLC 440.02%0.02%0.03%Q4 2021Q3 20224
Stratos Wealth Partners, LTD. 440.01%0.04%0.09%Q4 2022Q3 20234
Bison Wealth, LLC 440.06%0.09%0.13%Q4 2022Q3 20234
N.E.W. Advisory Services LLC 310.04%0.06%0.06%Q2 2021Q2 20224
Tranquility Partners, LLC 310.18%0.36%0.81%Q4 2020Q3 20234
OLD MISSION CAPITAL LLC 210.01%0.03%0.08%Q2 2021Q3 20224
DOCK STREET ASSET MANAGEMENT INC 440.10%0.12%0.14%Q2 2021Q1 20224
Ergawealth Advisors, Inc. 440.24%0.53%0.71%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Mason & Associates Inc 440.42%0.46%0.51%Q4 2022Q3 20234
Mosaic Advisors LLC 440.59%3.51%5.20%Q1 2021Q4 20214
Homrich & Berg 441.94%2.12%2.23%Q4 2020Q3 20214
Gray Wealth Management Inc. 440.22%0.24%0.26%Q4 2022Q3 20234
Orion Capital Management LLC 440.03%0.04%0.04%Q3 2021Q2 20224
RITTER DANIHER FINANCIAL ADVISORY LLC 440.02%0.41%0.70%Q2 2021Q1 20224
Chicago Partners Investment Group LLC 440.04%0.19%0.28%Q1 2019Q4 20194
Bleakley Financial Group, LLC 440.01%0.04%0.06%Q4 2022Q3 20234
Avidian Wealth Solutions, LLC 440.12%0.20%0.26%Q2 2021Q1 20224
Buckingham Capital Management, Inc. 310.04%0.14%0.23%Q4 2021Q1 20234
GILL CAPITAL PARTNERS, LLC 440.11%0.12%0.12%Q3 2021Q2 20224
Sigma Planning Corp 310.01%0.02%0.03%Q3 2022Q3 20234
STAR Financial Bank 440.37%0.57%0.79%Q4 2022Q3 20234
Golden State Wealth Management, LLC 440.19%0.25%0.38%Q2 2021Q1 20224
Frisch Financial Group, Inc. 310.10%1.82%2.75%Q3 2020Q3 20234
AVANTAX ADVISORY SERVICES, INC. 440.00%0.01%0.03%Q4 2022Q3 20234
Corient Private Wealth LLC 440.06%0.08%0.12%Q4 2022Q3 20234
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q1 2020Q2 20234
FIFTH THIRD BANCORP 440.00%0.00%0.00%Q2 2022Q1 20234
Vawter Financial, Ltd. 443.64%5.14%8.00%Q4 2022Q3 20234
CAPRIN ASSET MANAGEMENT LLC /ADV 440.00%1.39%5.55%Q1 2022Q4 20224
AlphaMark Advisors, LLC 440.02%0.02%0.03%Q2 2019Q1 20204
Realta Investment Advisors 220.00%0.00%0.00%Q3 2022Q3 20234
CGN Advisors LLC 220.06%0.07%0.11%Q2 2021Q3 20224
Meridian Wealth Management, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Vertex Planning Partners, LLC 440.86%1.17%1.52%Q4 2022Q3 20234
Semus Wealth Partners LLC 440.20%0.27%0.35%Q4 2022Q3 20234
SILVER OAK SECURITIES, INCORPORATED 310.08%0.11%0.15%Q2 2022Q2 20234
Regent Peak Wealth Advisors LLC 440.14%0.15%0.16%Q3 2021Q2 20224
Barber Financial Group, Inc. 440.81%1.09%1.44%Q2 2022Q1 20234
VISTA FINANCE, LLC 4410.12%11.08%13.16%Q2 2022Q1 20234
Perennial Advisors, LLC 440.27%0.39%0.51%Q4 2022Q3 20234
LifePro Asset Management 440.11%0.14%0.16%Q2 2022Q1 20234
Total Clarity Wealth Management, Inc. 440.10%0.11%0.12%Q4 2022Q3 20234
Archford Capital Strategies, LLC 440.09%0.10%0.12%Q4 2022Q3 20234
LWM Advisory Services, LLC 310.04%0.94%1.46%Q3 2022Q3 20234
Hubbell Strickland Wealth Management, LLC 440.12%0.13%0.13%Q4 2022Q3 20234
LEO BROKERAGE, LLC 310.03%0.06%0.11%Q1 2021Q1 20224
HOWARD FINANCIAL SERVICES, LTD. 220.08%0.18%0.28%Q2 2020Q1 20224
Per Stirling Capital Management, LLC. 440.12%0.12%0.12%Q4 2022Q3 20234
Shira Ridge Wealth Management 440.97%1.34%1.71%Q4 2022Q3 20234
Kooman & Associates 440.90%1.19%1.92%Q4 2022Q3 20234
HOLDERNESS INVESTMENTS CO 440.20%0.30%0.36%Q1 2021Q4 20214
Next Capital Management LLC 440.13%0.17%0.29%Q2 2020Q1 20214
Apella Capital, LLC 310.05%0.06%0.07%Q4 2022Q4 20234
HARBOUR INVESTMENTS, INC. 440.01%0.01%0.01%Q4 2022Q3 20234
Western Wealth Management, LLC 220.01%0.02%0.03%Q2 2022Q3 20234
WNY Asset Management, LLC 440.10%0.10%0.10%Q4 2022Q3 20234
Stegent Equity Advisors, Inc. 441.23%1.74%2.29%Q4 2022Q3 20234
Walkner Condon Financial Advisors LLC 440.47%0.54%0.65%Q4 2022Q3 20234
Smart Money Group LLC 440.29%1.43%1.90%Q4 2022Q3 20234
Wealthcare Advisory Partners LLC 440.04%0.05%0.06%Q4 2022Q3 20234
KM Capital Management Ltd. 441.12%3.54%7.60%Q4 2022Q3 20234
PROFESSIONAL PLANNING 440.10%0.20%0.29%Q4 2020Q3 20214
Centurion Wealth Management LLC 440.56%0.62%0.68%Q4 2022Q3 20234
KWB Wealth 440.11%0.12%0.14%Q4 2022Q3 20234
IAM Advisory, LLC 440.26%0.28%0.31%Q4 2022Q3 20234
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.04%0.05%0.05%Q4 2022Q3 20234
AVAII WEALTH MANAGEMENT, LLC 440.53%0.63%0.74%Q4 2022Q3 20234
Trust Co 442.24%3.29%3.77%Q4 2022Q3 20234
Forza Wealth Management, LLC 440.25%0.27%0.33%Q4 2022Q3 20234
FCG ADVISORS, LLC 220.16%1.04%1.91%Q3 2019Q3 20204
AE Wealth Management LLC 440.01%0.02%0.04%Q4 2022Q3 20234
Atria Wealth Solutions, Inc. 440.00%0.01%0.01%Q4 2022Q3 20234
BROWN ADVISORY INC 440.00%0.00%0.00%Q4 2022Q3 20234
Richard P Slaughter Associates Inc 210.06%0.08%0.10%Q2 2021Q4 20233
ZRC WEALTH MANAGEMENT, LLC 330.12%0.18%0.22%Q1 2023Q3 20233
Pinnacle Bancorp, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Beacon Pointe Advisors, LLC 210.00%0.01%0.01%Q3 2022Q3 20233
CHOREO, LLC 330.03%0.13%0.19%Q1 2023Q3 20233
Tradition Wealth Management, LLC 330.15%0.17%0.20%Q1 2023Q3 20233
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Tanglewood Legacy Advisors, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
LPWM LLC 330.22%0.59%1.02%Q1 2023Q3 20233
CFS Investment Advisory Services, LLC 330.02%0.29%0.82%Q3 2021Q1 20223
DAYMARK WEALTH PARTNERS, LLC 330.03%0.04%0.06%Q1 2023Q3 20233
PNC FINANCIAL SERVICES GROUP, INC. 210.00%0.00%0.00%Q3 2022Q2 20233
Boothe Investment Group, Inc. 332.06%3.80%7.22%Q1 2023Q3 20233
PRINCIPAL FINANCIAL GROUP INC 330.00%0.01%0.01%Q4 2021Q2 20223
Opal Wealth Advisors, LLC 110.16%1.76%3.26%Q4 2021Q3 20233
AlphaStar Capital Management, LLC 330.00%0.21%0.34%Q2 2022Q4 20223
BNP PARIBAS FINANCIAL MARKETS 210.00%0.00%0.00%Q4 2021Q2 20233
Arcus Capital Partners, LLC 330.03%0.16%0.29%Q3 2020Q1 20213
GPS Wealth Strategies Group, LLC 330.19%0.21%0.24%Q1 2023Q3 20233
Capital Advisors Wealth Management, LLC 330.10%0.15%0.17%Q3 2022Q1 20233
Beaumont Financial Advisors, LLC 330.04%0.05%0.06%Q4 2022Q2 20233
PATHSTONE FAMILY OFFICE, LLC 330.03%0.07%0.09%Q2 2020Q4 20203
SigFig Wealth Management, LLC 330.17%0.33%0.50%Q1 2023Q3 20233
GOFEN & GLOSSBERG LLC /IL/ 330.01%0.01%0.01%Q2 2022Q4 20223
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Ironsides Asset Advisors, LLC 330.94%0.99%1.07%Q2 2020Q4 20203
Wealth & Pension Services Group, Inc. 330.47%0.56%0.62%Q1 2019Q3 20193
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 330.05%0.07%0.08%Q3 2021Q1 20223
Hexagon Capital Partners LLC 330.00%0.00%0.00%Q1 2023Q3 20233
AVALON CAPITAL MANAGEMENT 332.01%2.26%2.41%Q2 2020Q4 20203
Blue Trust, Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
Sunbelt Securities, Inc. 330.02%0.05%0.06%Q1 2023Q3 20233
PARAGON FINANCIAL PARTNERS, INC. 330.56%0.59%0.64%Q4 2021Q2 20223
TITLEIST ASSET MANAGEMENT, LLC 330.22%0.24%0.27%Q1 2023Q3 20233
CAPITAL ONE FINANCIAL CORP 330.14%0.17%0.19%Q1 2020Q3 20203
Rossmore Private Capital 330.10%0.17%0.25%Q1 2023Q3 20233
D'Orazio & Associates, Inc. 330.30%2.42%5.63%Q2 2022Q4 20223
DAVENPORT & Co LLC 330.00%0.00%0.00%Q1 2023Q3 20233
PFG Advisors 330.02%0.03%0.03%Q1 2023Q3 20233
Horan Capital Advisors, LLC. 210.04%0.04%0.04%Q3 2019Q3 20203
Starfox Financial Services, LLC 331.36%1.51%1.72%Q1 2023Q3 20233
DAVIDSON INVESTMENT ADVISORS 330.19%0.23%0.29%Q1 2023Q3 20233
Oak Harvest Investment Services 330.18%0.79%1.30%Q1 2023Q3 20233
Whitegate Investment Counselors, Inc. 330.36%0.44%0.50%Q1 2021Q3 20213
MIDDLETON & CO INC/MA 330.06%0.06%0.06%Q1 2023Q3 20233
INTEGRAL INVESTMENT ADVISORS, INC. 330.68%0.83%0.97%Q1 2023Q3 20233
Fiduciary Alliance LLC 330.00%0.24%0.36%Q4 2022Q2 20233
SILVERLAKE WEALTH MANAGEMENT LLC 330.65%0.77%0.87%Q3 2022Q1 20233
Legacy Private Trust Co. 330.02%0.20%0.30%Q1 2023Q3 20233
Steward Partners Investment Advisory, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
LADENBURG THALMANN FINANCIAL SERVICES INC. 330.01%0.01%0.01%Q2 2019Q4 20193
Renaissance Technologies 330.02%0.03%0.04%Q1 2023Q3 20233
GRIES FINANCIAL LLC 210.09%0.13%0.22%Q1 2021Q4 20213
New Capital Management LP 210.70%1.18%1.68%Q4 2022Q3 20233
EATON VANCE MANAGEMENT 210.00%0.00%0.00%Q1 2021Q4 20213
Allen Capital Group, LLC 330.19%0.23%0.31%Q1 2022Q3 20223
Thrive Wealth Management, LLC 220.17%0.20%0.23%Q4 2021Q1 20222
Greenwich Investment Management, Inc. 220.18%0.22%0.27%Q4 2021Q1 20222
Seed Wealth Management, Inc. 220.96%2.02%3.08%Q4 2022Q1 20232
Gerber Kawasaki Wealth & Investment Management 220.00%0.02%0.03%Q2 2021Q3 20212
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q3 2020Q3 20222
BUCKINGHAM STRATEGIC PARTNERS, LLC 220.04%0.05%0.05%Q4 2022Q1 20232
ProVise Management Group, LLC 220.05%0.06%0.06%Q2 2023Q3 20232
New England Investment & Retirement Group, Inc. 222.27%2.72%3.18%Q1 2020Q2 20202
Trexquant Investment LP 220.01%0.01%0.01%Q1 2023Q2 20232
D L CARLSON INVESTMENT GROUP INC 220.96%0.96%0.97%Q2 2023Q3 20232
IAG Wealth Partners, LLC 220.44%0.69%0.94%Q2 2023Q3 20232
FLPUTNAM INVESTMENT MANAGEMENT CO 220.01%0.01%0.01%Q2 2023Q3 20232
TIEDEMANN ADVISORS, LLC 220.02%0.02%0.03%Q1 2021Q2 20212
SIGNATUREFD, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Cypress Wealth Advisors LLC 220.34%0.37%0.40%Q4 2018Q1 20192
Meridian Financial Partners LLC 220.46%0.66%0.86%Q4 2022Q1 20232
MATRIX ASSET ADVISORS INC/NY 220.32%0.40%0.48%Q4 2020Q1 20212
WealthPLAN Partners, LLC 220.00%0.00%0.01%Q1 2023Q2 20232
Eudaimonia Partners, LLC 220.04%0.05%0.07%Q2 2022Q3 20222
Garden State Investment Advisory Services LLC 220.18%0.19%0.20%Q4 2022Q1 20232
U S GLOBAL INVESTORS INC 220.07%0.09%0.11%Q3 2022Q4 20222
TITLEIST CAPITAL, LLC 220.07%0.08%0.09%Q3 2022Q4 20222
VERUS CAPITAL PARTNERS, LLC 220.03%0.03%0.03%Q4 2019Q1 20202
MFA WEALTH ADVISORS, LLC 221.42%1.49%1.56%Q2 2023Q3 20232
Shamrock Asset Management LLC 220.85%0.89%0.94%Q2 2019Q3 20192
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 110.05%0.15%0.26%Q4 2019Q4 20202
ZWJ INVESTMENT COUNSEL INC 220.28%0.28%0.29%Q2 2023Q3 20232
StrategIQ Financial Group, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
CVA Family Office, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
HARBOR INVESTMENT ADVISORY, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Choate Investment Advisors 110.00%0.00%0.00%Q4 2021Q3 20232
Financial Planners of Cleveland, Inc. 220.12%1.18%2.24%Q4 2021Q1 20222
Penserra Capital Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Arjuna Capital 110.05%0.10%0.14%Q3 2021Q1 20232
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.03%0.06%0.09%Q4 2019Q3 20222
Cambridge Advisors Inc. 220.05%0.05%0.05%Q3 2021Q4 20212
Oxbow Advisors, LLC 220.02%0.03%0.03%Q3 2021Q4 20212
Baker Avenue Asset Management, LP 220.02%0.03%0.03%Q3 2021Q4 20212
AlphaCore Capital LLC 221.50%1.52%1.54%Q2 2023Q3 20232
Laurel Wealth Advisors, Inc. 220.07%0.08%0.08%Q3 2022Q4 20222
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q1 2022Q3 20222
HUTCHINSON CAPITAL MANAGEMENT/CA 220.10%0.10%0.10%Q2 2023Q3 20232
Aletheian Wealth Advisors LLC 220.17%0.20%0.23%Q1 2023Q2 20232
RVW Wealth, LLC 220.44%0.45%0.47%Q4 2019Q1 20202
McCarthy Asset Management, Inc. 220.02%0.02%0.02%Q4 2020Q1 20212
WCG Wealth Advisors LLC 220.93%1.11%1.28%Q2 2023Q3 20232
Thomas J. Herzfeld Advisors, Inc. 220.40%0.44%0.48%Q3 2021Q4 20212
Naviter Wealth, LLC 220.22%0.22%0.22%Q2 2023Q3 20232
1900 WEALTH MANAGEMENT LLC 220.65%0.66%0.67%Q2 2023Q3 20232
Strategic Asset Management, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Pineno Levin & Ford Asset Management, Inc. 220.10%0.11%0.13%Q3 2021Q4 20212
Interchange Capital Partners, LLC 110.67%1.64%2.61%Q3 2021Q1 20232
Herold Advisors, Inc. 110.02%0.04%0.06%Q3 2021Q1 20222
BESSEMER GROUP INC 220.00%0.00%0.00%Q4 2022Q1 20232
CENTAURUS FINANCIAL, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
Crossmark Global Holdings, Inc. 110.01%0.01%0.02%Q4 2020Q2 20212
Wealthstreet Investment Advisors, LLC 220.03%0.04%0.04%Q2 2020Q3 20202
Tyler-Stone Wealth Management 220.07%0.08%0.09%Q2 2023Q3 20232
Day & Ennis, LLC 110.09%0.09%0.09%Q3 2020Q3 20201
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Fieldpoint Private Securities, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
ROMANO BROTHERS AND COMPANY 110.11%0.11%0.11%Q3 2023Q3 20231
Grant Street Asset Management, Inc. 111.80%1.80%1.80%Q2 2020Q2 20201
Visionary Wealth Advisors 110.03%0.03%0.03%Q1 2023Q1 20231
BlackDiamond Wealth Management, LLC 110.30%0.30%0.30%Q3 2023Q3 20231
NORTHSTAR WEALTH PARTNERS LLC 110.12%0.12%0.12%Q3 2020Q3 20201
SFG Wealth Management, LLC. 110.42%0.42%0.42%Q2 2023Q2 20231
LaSalle St. Investment Advisors, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Financial Gravity Asset Management, Inc. 110.02%0.02%0.02%Q2 2021Q2 20211
Strategic Blueprint, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
American Portfolios Advisors 110.00%0.00%0.00%Q3 2022Q3 20221
Dorsey & Whitney Trust CO LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Great Diamond Partners, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Prosperity Wealth Management, Inc. 110.25%0.25%0.25%Q3 2023Q3 20231
Ruggaard & Associates LLC 110.21%0.21%0.21%Q3 2023Q3 20231
Valeo Financial Advisors, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
PRUDENTIAL FINANCIAL INC 110.00%0.00%0.00%Q2 2023Q2 20231
Congress Wealth Management LLC / DE / 110.02%0.02%0.02%Q4 2021Q4 20211
Blue Barn Wealth, LLC 110.38%0.38%0.38%Q3 2021Q3 20211
CFO4Life, L.P. 110.06%0.06%0.06%Q4 2022Q4 20221
Polen Capital Management 110.00%0.00%0.00%Q3 2022Q3 20221
VisionPoint Advisory Group, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Spinnaker Investment Group, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
NewEdge Wealth, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
NORTHERN TRUST CORP 110.00%0.00%0.00%Q1 2023Q1 20231
Redhawk Wealth Advisors, Inc. 111.85%1.85%1.85%Q2 2022Q2 20221
Williams Financial, LLC 115.42%5.42%5.42%Q4 2022Q4 20221
Independent Advisor Alliance 110.01%0.01%0.01%Q3 2023Q3 20231
EisnerAmper Wealth Management Corporate Benefits, LLC 110.09%0.09%0.09%Q4 2023Q4 20231
Your Advocates Ltd., LLP 110.01%0.01%0.01%Q3 2023Q3 20231
First Heartland Consultants, Inc. 110.77%0.77%0.77%Q3 2023Q3 20231
RIA Advisory Group LLC 110.29%0.29%0.29%Q4 2022Q4 20221
CAPITAL ONE, NATIONAL ASSOCIATION 110.16%0.16%0.16%Q4 2019Q4 20191
Morton Capital Management LLC/CA 110.13%0.13%0.13%Q2 2022Q2 20221
KRAFT ASSET MANAGEMENT, LLC 110.48%0.48%0.48%Q3 2023Q3 20231
Stokes Family Office, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Meadow Creek Wealth Advisors LLC 110.47%0.47%0.47%Q3 2022Q3 20221
Souders Financial Advisors 110.05%0.05%0.05%Q3 2023Q3 20231
Permit Capital Advisors, LLC 111.05%1.05%1.05%Q1 2022Q1 20221
RFG Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
FSA Wealth Management LLC 110.14%0.14%0.14%Q3 2022Q3 20221
SENTINEL TRUST CO LBA 110.07%0.07%0.07%Q3 2023Q3 20231
Landmark Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Northwest Capital Management Inc 110.41%0.41%0.41%Q1 2019Q1 20191
MONETA GROUP INVESTMENT ADVISORS LLC 110.03%0.03%0.03%Q4 2022Q4 20221
AlphaCentric Advisors LLC 110.17%0.17%0.17%Q3 2023Q3 20231
SeaCrest Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Global Wealth Strategies & Associates 110.00%0.00%0.00%Q4 2023Q4 20231
LODESTAR PRIVATE ASSET MANAGEMENT LLC 110.05%0.05%0.05%Q4 2022Q4 20221
SHAYNE & JACOBS, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
SENTINEL PENSION ADVISORS INC 110.12%0.12%0.12%Q4 2021Q4 20211
Jupiter Wealth Management LLC 112.62%2.62%2.62%Q3 2023Q3 20231
Cynosure Group, LLC 110.34%0.34%0.34%Q3 2023Q3 20231
BDO Wealth Advisors, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Atria Investments, Inc 110.06%0.06%0.06%Q1 2023Q1 20231
Horizon Wealth Management, LLC 110.10%0.10%0.10%Q2 2022Q2 20221
Boulder Wealth Advisors, LLC 110.91%0.91%0.91%Q4 2022Q4 20221
TERRIL BROTHERS, INC. 110.06%0.06%0.06%Q1 2021Q1 20211
CITIZENS FINANCIAL GROUP INC/RI 110.03%0.03%0.03%Q3 2022Q3 20221
LMCG INVESTMENTS, LLC 110.24%0.24%0.24%Q3 2022Q3 20221
Sowell Financial Services LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Inscription Capital, LLC 110.46%0.46%0.46%Q2 2021Q2 20211
B. Riley Wealth Management, Inc. 110.04%0.04%0.04%Q1 2022Q1 20221
Collaborative Wealth Managment Inc. 110.15%0.15%0.15%Q3 2023Q3 20231
MCF Advisors LLC 110.26%0.26%0.26%Q3 2022Q3 20221
Safeguard Investment Advisory Group, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Advisor Group, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Clark Capital Management Group, Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
Goodman Advisory Group, LLC 110.24%0.24%0.24%Q1 2023Q1 20231
Comprehensive Financial Consultants Institutional, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
Ameritas Investment Company, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
PARK AVENUE SECURITIES LLC 110.01%0.01%0.01%Q2 2023Q2 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.