Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
JPMORGAN CHASE & CO | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
BALDWIN BROTHERS LLC/MA | 18 | 18 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2023 | 18 |
Fragasso Group Inc. | 16 | 16 | 0.04% | 0.07% | 0.10% | Q3 2019 | Q2 2023 | 16 |
JANE STREET GROUP, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 16 |
ROYAL BANK OF CANADA | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Prestige Wealth Management Group LLC | 15 | 15 | 0.19% | 5.14% | 7.97% | Q1 2020 | Q3 2023 | 15 |
Capital Analysts, LLC | 15 | 15 | 0.01% | 0.19% | 1.26% | Q1 2020 | Q3 2023 | 15 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
MASSMUTUAL TRUST CO FSB/ADV | 14 | 14 | 0.09% | 0.15% | 0.27% | Q3 2020 | Q4 2023 | 14 |
STIFEL FINANCIAL CORP | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
HighTower Advisors, LLC | 13 | 13 | 0.03% | 0.06% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Larson Financial Group LLC | 12 | 12 | 0.01% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
MORGAN STANLEY | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
IFP Advisors, Inc | 8 | 4 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 12 |
Capital Planning LLC | 12 | 12 | 0.30% | 1.92% | 2.50% | Q4 2020 | Q3 2023 | 12 |
WELLS FARGO & COMPANY/MN | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Apollon Wealth Management, LLC | 11 | 11 | 0.01% | 0.16% | 0.53% | Q1 2021 | Q3 2023 | 11 |
Daniels&Tansey,LLP | 11 | 11 | 0.73% | 3.25% | 23.17% | Q1 2021 | Q3 2023 | 11 |
Delta Investment Management, LLC | 11 | 11 | 0.38% | 0.58% | 1.03% | Q4 2020 | Q2 2023 | 11 |
TRUIST FINANCIAL CORP | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 10 |
Kingsview Wealth Management, LLC | 7 | 1 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 10 |
Hotaling Investment Management, LLC | 9 | 9 | 0.88% | 1.18% | 1.35% | Q4 2020 | Q4 2022 | 9 |
Vestmark Advisory Solutions, Inc. | 9 | 9 | 0.02% | 0.57% | 1.82% | Q3 2021 | Q3 2023 | 9 |
Foresight Wealth Management, LLC | 9 | 9 | 0.01% | 0.19% | 0.33% | Q3 2020 | Q3 2022 | 9 |
Mutual Advisors, LLC | 8 | 1 | 0.03% | 0.06% | 0.12% | Q3 2019 | Q3 2023 | 9 |
COMMONWEALTH EQUITY SERVICES, LLC | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
IMS Capital Management | 8 | 8 | 0.45% | 0.50% | 0.55% | Q4 2021 | Q3 2023 | 8 |
D.B. Root & Company, LLC | 8 | 8 | 6.23% | 11.30% | 14.04% | Q4 2021 | Q3 2023 | 8 |
FAS Wealth Partners, Inc. | 8 | 8 | 0.45% | 0.92% | 1.31% | Q4 2021 | Q3 2023 | 8 |
Baird Financial Group, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 8 |
Security Financial Services, INC. | 8 | 8 | 0.10% | 0.22% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Financial Advantage, Inc. | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 8 |
Landmark Wealth Management, LLC | 8 | 8 | 3.43% | 5.01% | 9.10% | Q4 2021 | Q3 2023 | 8 |
Patriot Financial Group Insurance Agency, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
CGN Advisors LLC | 4 | 3 | 0.03% | 1.49% | 5.47% | Q1 2022 | Q4 2023 | 7 |
Hartford Financial Management Inc. | 7 | 7 | 0.16% | 0.54% | 1.39% | Q1 2022 | Q3 2023 | 7 |
TRANSCEND CAPITAL ADVISORS, LLC | 7 | 7 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
Destiny Wealth Partners, LLC | 6 | 6 | 0.76% | 1.12% | 1.49% | Q2 2022 | Q3 2023 | 6 |
Legacy Wealth Management, Inc | 6 | 6 | 0.60% | 5.21% | 8.78% | Q2 2022 | Q3 2023 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.12% | 0.58% | 2.57% | Q2 2022 | Q3 2023 | 6 |
Capital Advisors Wealth Management, LLC | 6 | 6 | 0.08% | 0.36% | 0.54% | Q2 2022 | Q3 2023 | 6 |
LAKE STREET PRIVATE WEALTH, LLC | 6 | 6 | 0.05% | 0.27% | 1.36% | Q2 2022 | Q3 2023 | 6 |
Janney Montgomery Scott LLC | 6 | 6 | 0.03% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Peterson Wealth Advisors, LLC | 6 | 6 | 4.38% | 5.42% | 6.76% | Q2 2022 | Q3 2023 | 6 |
Aptus Capital Advisors, LLC | 6 | 6 | 0.02% | 0.09% | 0.41% | Q2 2022 | Q3 2023 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.08% | 0.65% | 1.16% | Q2 2022 | Q3 2023 | 6 |
Windsor Wealth Management, Inc. | 6 | 6 | 0.71% | 1.66% | 2.86% | Q2 2022 | Q3 2023 | 6 |
COOPER/HAIMS ADVISORS, LLC | 6 | 6 | 1.38% | 4.03% | 6.34% | Q2 2022 | Q3 2023 | 6 |
Financial Planning & Information Services, Inc. | 5 | 5 | 0.08% | 3.01% | 5.14% | Q3 2022 | Q3 2023 | 5 |
Atria Wealth Solutions, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
BANK OF AMERICA CORP /DE/ | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Helen Stephens Group, LLC | 5 | 5 | 0.15% | 0.53% | 1.20% | Q3 2022 | Q3 2023 | 5 |
PFG Advisors | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Gratus Capital, LLC | 5 | 5 | 1.00% | 1.20% | 1.56% | Q3 2022 | Q3 2023 | 5 |
Avidian Wealth Solutions, LLC | 5 | 5 | 0.07% | 0.43% | 0.54% | Q2 2022 | Q2 2023 | 5 |
MML INVESTORS SERVICES, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
James J. Burns & Company, LLC | 5 | 5 | 0.30% | 0.36% | 0.46% | Q3 2022 | Q3 2023 | 5 |
J.W. COLE ADVISORS, INC. | 3 | 2 | 0.04% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 5 |
Mascoma Wealth Management LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 5 |
AllGen Financial Advisors, Inc. | 5 | 5 | 11.10% | 19.54% | 22.98% | Q3 2022 | Q3 2023 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
MATHER GROUP, LLC. | 5 | 5 | 0.02% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
CAPTRUST FINANCIAL ADVISORS | 3 | 2 | 0.00% | 0.06% | 0.18% | Q1 2022 | Q3 2023 | 5 |
UBS Group AG | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 5 |
Retirement Planning Group, LLC | 5 | 5 | 0.13% | 0.21% | 0.29% | Q3 2022 | Q3 2023 | 5 |
CWM, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
LEO BROKERAGE, LLC | 2 | 1 | 0.04% | 0.67% | 1.68% | Q3 2021 | Q2 2023 | 5 |
Stonebridge Capital Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Castleview Partners, LLC | 3 | 1 | 0.00% | 0.86% | 3.44% | Q2 2021 | Q2 2022 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Tidal Investments LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Integrity Advisory, LLC | 4 | 4 | 6.52% | 7.32% | 8.22% | Q1 2022 | Q4 2022 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisors LLC | 4 | 4 | 0.01% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Aveo Capital Partners, LLC | 4 | 4 | 1.13% | 1.72% | 2.38% | Q4 2022 | Q3 2023 | 4 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.03% | 0.08% | 0.12% | Q1 2021 | Q2 2023 | 4 |
55I, LLC | 4 | 4 | 0.01% | 0.14% | 0.35% | Q2 2021 | Q1 2022 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.16% | 0.85% | 1.58% | Q4 2022 | Q3 2023 | 4 |
AdvisorNet Financial, Inc | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.06% | 0.26% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisor Networks LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.04% | 0.11% | 0.20% | Q2 2020 | Q3 2021 | 4 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 4 |
WealthCare Investment Partners, LLC | 4 | 4 | 0.14% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Cetera Investment Advisers | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
Mariner, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 4 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Roof Eidam Maycock Peralta, LLC | 4 | 4 | 4.11% | 5.00% | 5.37% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.13% | 0.70% | 1.12% | Q4 2022 | Q3 2023 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.20% | 2.44% | 4.06% | Q4 2022 | Q3 2023 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Fortress Wealth Group, LLC | 3 | 3 | 0.65% | 0.68% | 0.74% | Q1 2023 | Q3 2023 | 3 |
TSFG, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Sigma Planning Corp | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
SUTTON PLACE INVESTORS LLC | 3 | 3 | 0.28% | 0.29% | 0.30% | Q4 2022 | Q2 2023 | 3 |
Visionary Wealth Advisors | 3 | 3 | 0.08% | 0.42% | 0.69% | Q1 2023 | Q3 2023 | 3 |
Kestra Advisory Services, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Lionsbridge Wealth Management LLC | 3 | 3 | 1.61% | 1.64% | 1.66% | Q1 2023 | Q3 2023 | 3 |
Janney Capital Management LLC | 3 | 3 | 0.80% | 0.84% | 0.90% | Q1 2023 | Q3 2023 | 3 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 3 |
DRIVE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q2 2023 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.08% | 0.17% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Truvestments Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Founders Financial Alliance, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 3 |
Wayfinding Financial, LLC | 3 | 3 | 0.52% | 0.61% | 0.76% | Q1 2023 | Q3 2023 | 3 |
WMS Partners, LLC | 3 | 3 | 1.52% | 2.88% | 3.74% | Q1 2023 | Q3 2023 | 3 |
Paradigm Financial Partners, LLC | 3 | 3 | 0.48% | 0.60% | 0.69% | Q1 2023 | Q3 2023 | 3 |
Cambridge Investment Research Advisors, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
LGT Financial Advisors LLC | 3 | 3 | 0.10% | 0.18% | 0.23% | Q1 2023 | Q3 2023 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Private Advisor Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Financial Futures Ltd Liability Co. | 3 | 3 | 2.42% | 3.61% | 5.27% | Q1 2023 | Q3 2023 | 3 |
TCWP LLC | 2 | 1 | 0.00% | 0.92% | 1.72% | Q1 2022 | Q2 2023 | 3 |
Bond & Devick Financial Network, Inc. | 3 | 3 | 3.86% | 5.57% | 6.55% | Q1 2023 | Q3 2023 | 3 |
Quad-Cities Investment Group, LLC | 3 | 3 | 0.32% | 0.41% | 0.50% | Q1 2023 | Q3 2023 | 3 |
TCG Advisory Services, LLC | 3 | 3 | 1.92% | 2.21% | 2.52% | Q1 2023 | Q3 2023 | 3 |
Trinity Legacy Partners, LLC | 2 | 2 | 2.80% | 3.38% | 3.96% | Q2 2023 | Q3 2023 | 2 |
Econ Financial Services Corp | 2 | 2 | 0.32% | 1.59% | 2.86% | Q2 2023 | Q3 2023 | 2 |
Autumn Glory Partners, LLC | 2 | 2 | 0.28% | 0.33% | 0.38% | Q2 2023 | Q3 2023 | 2 |
USAdvisors Wealth Management, LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
First Citizens Financial Corp | 2 | 2 | 0.25% | 0.29% | 0.32% | Q2 2023 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.71% | 0.77% | 0.84% | Q2 2023 | Q3 2023 | 2 |
Private Wealth Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Spire Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
GYL FINANCIAL SYNERGIES, LLC | 2 | 2 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Tower Research Capital LLC (TRC) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CreativeOne Wealth, LLC | 2 | 2 | 0.12% | 0.16% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Global Retirement Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
LINCOLN NATIONAL CORP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Geneos Wealth Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Hedeker Wealth, LLC | 2 | 2 | 0.64% | 0.64% | 0.64% | Q2 2023 | Q3 2023 | 2 |
Milestone Investment Advisors LLC | 2 | 2 | 0.39% | 0.54% | 0.69% | Q2 2023 | Q3 2023 | 2 |
D.A. DAVIDSON & CO. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Lido Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
ERn Financial, LLC | 1 | 1 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 2 |
Intercontinental Wealth Advisors, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q2 2023 | 2 |
IMA Wealth, Inc. | 2 | 2 | 2.06% | 2.07% | 2.08% | Q2 2023 | Q3 2023 | 2 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 2 | 2 | 0.28% | 0.31% | 0.34% | Q4 2021 | Q1 2022 | 2 |
GeoWealth Management, LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
BlackDiamond Wealth Management, LLC | 2 | 2 | 0.43% | 0.43% | 0.44% | Q2 2022 | Q3 2022 | 2 |
SILVERLAKE WEALTH MANAGEMENT LLC | 2 | 2 | 0.19% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Raymond James Financial Services Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BANK OF NOVA SCOTIA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 2 |
TD Capital Management LLC | 2 | 2 | 0.00% | 0.03% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Rosenberg Matthew Hamilton | 2 | 2 | 0.13% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
GSB Wealth Management, LLC | 2 | 2 | 0.13% | 0.25% | 0.36% | Q2 2023 | Q3 2023 | 2 |
RAYMOND JAMES & ASSOCIATES | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Walkner Condon Financial Advisors LLC | 2 | 2 | 0.09% | 0.32% | 0.56% | Q2 2023 | Q3 2023 | 2 |
Forum Private Client Group LLC | 2 | 2 | 2.91% | 4.30% | 5.69% | Q1 2023 | Q2 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
Beacon Pointe Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Financial Partners Group, Inc | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Legacy CG, LLC | 2 | 2 | 3.38% | 4.81% | 6.24% | Q2 2022 | Q3 2022 | 2 |
True Wealth Design, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Mayfair Advisory Group, LLC | 2 | 2 | 0.22% | 0.23% | 0.23% | Q2 2023 | Q3 2023 | 2 |
PALO ALTO WEALTH ADVISORS, LLC | 2 | 2 | 0.16% | 0.20% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Harbor Group, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
OPPENHEIMER & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2023 | Q1 2023 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2022 | Q1 2022 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ascent Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
STEPHENS INC /AR/ | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Archer Investment Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Csenge Advisory Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Quantitative Advantage, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2022 | Q4 2022 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
LexAurum Advisors, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2023 | Q3 2023 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stonehearth Capital Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2023 | Q4 2023 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2020 | Q3 2020 | 1 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 |
Rockefeller Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Choice Wealth Advisors, LLC | 1 | 1 | 1.63% | 1.63% | 1.63% | Q4 2022 | Q4 2022 | 1 |
Frontier Asset Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Mount Yale Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 3.96% | 3.96% | 3.96% | Q3 2023 | Q3 2023 | 1 |
Grant Street Asset Management, Inc. | 1 | 1 | 12.51% | 12.51% | 12.51% | Q3 2023 | Q3 2023 | 1 |
FirstPurpose Wealth LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
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.