Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Palisades Hudson Asset Management, L.P. | 20 | 20 | 0.20% | 0.29% | 0.58% | Q4 2018 | Q3 2023 | 20 |
Blue Edge Capital, LLC | 17 | 17 | 1.04% | 1.17% | 1.40% | Q3 2019 | Q3 2023 | 17 |
C M BIDWELL & ASSOCIATES LTD | 12 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q3 2023 | 13 |
BANK OF AMERICA CORP /DE/ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 11 |
Elm Partners Management LLC | 11 | 11 | 0.97% | 1.79% | 2.94% | Q4 2018 | Q2 2021 | 11 |
ROYAL BANK OF CANADA | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 11 |
Alaska Permanent Capital Management | 11 | 11 | 0.06% | 0.08% | 0.10% | Q3 2018 | Q1 2021 | 11 |
UBS Group AG | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 11 |
JPMORGAN CHASE & CO | 11 | 11 | 0.28% | 0.57% | 0.72% | Q3 2018 | Q1 2021 | 11 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 11 |
CITIGROUP INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 11 |
MORGAN STANLEY | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 11 |
WELLS FARGO & COMPANY/MN | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 11 |
PNC FINANCIAL SERVICES GROUP, INC. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 10 |
HUNTINGTON NATIONAL BANK | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 10 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 10 |
Dorsey & Whitney Trust CO LLC | 10 | 10 | 0.18% | 0.22% | 0.24% | Q4 2018 | Q1 2021 | 10 |
BlackRock Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 10 |
Global Wealth Management Investment Advisory, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 9 |
FIFTH THIRD BANCORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 9 |
HOWARD FINANCIAL SERVICES, LTD. | 9 | 9 | 0.14% | 0.25% | 0.32% | Q1 2019 | Q1 2021 | 9 |
FMR LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 8 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2020 | 8 |
M&T BANK CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 8 |
RAYMOND JAMES TRUST N.A. | 8 | 8 | 0.02% | 0.02% | 0.04% | Q2 2019 | Q1 2021 | 8 |
US BANCORP \DE\ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 8 |
IFP Advisors, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 8 |
DEUTSCHE BANK AG\ | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 8 |
SIGNATUREFD, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2020 | 8 |
LPL Financial LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
FLOW TRADERS U.S. LLC | 7 | 1 | 0.02% | 0.12% | 0.49% | Q3 2018 | Q3 2020 | 8 |
Geneos Wealth Management Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
HighTower Advisors, LLC | 7 | 7 | 0.05% | 0.08% | 0.11% | Q2 2019 | Q4 2020 | 7 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2021 | 7 |
American Portfolios Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 7 |
Veritable, L.P. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2021 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Cerity Partners LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2020 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Capital Bank & Trust Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Cresset Asset Management, LLC | 6 | 6 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q1 2020 | 6 |
Rockefeller Capital Management L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
Steward Partners Investment Advisory, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
ATLAS CAPITAL ADVISORS LLC | 6 | 6 | 0.06% | 0.29% | 0.71% | Q3 2019 | Q4 2020 | 6 |
Valeo Financial Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2021 | 6 |
Advisor Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.02% | 0.10% | Q3 2018 | Q1 2021 | 6 |
Argent Trust Co | 5 | 5 | 0.06% | 0.07% | 0.09% | Q1 2020 | Q1 2021 | 5 |
Squar Milner Financial Services LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 5 |
OSAIC HOLDINGS, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2021 | 5 |
Lehman & Derafelo Financial Resources LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
Capital Analysts, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 5 |
ACIMA PRIVATE WEALTH, LLC | 5 | 5 | 0.22% | 0.31% | 0.64% | Q1 2019 | Q1 2020 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
TOMPKINS FINANCIAL CORP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 4 |
SRS Capital Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
STIFEL FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
ENVESTNET ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2020 | 4 |
Rosenberg Matthew Hamilton | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Gradient Investments LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 4 |
Parallel Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
ASSETMARK, INC | 3 | 1 | 0.00% | 0.15% | 0.22% | Q4 2018 | Q1 2021 | 4 |
BESSEMER GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 4 |
Wealthspire Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q1 2021 | 4 |
SPINNAKER TRUST | 4 | 4 | 0.76% | 0.78% | 0.80% | Q2 2020 | Q1 2021 | 4 |
KCS Wealth Advisory | 4 | 4 | 0.45% | 0.55% | 0.60% | Q1 2020 | Q4 2020 | 4 |
TSFG, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2021 | 4 |
SVB WEALTH LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 4 |
Plante Moran Financial Advisors, LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q3 2020 | 4 |
ROOSEVELT INVESTMENT GROUP LLC | 4 | 4 | 0.34% | 0.81% | 1.06% | Q1 2020 | Q4 2020 | 4 |
Global Retirement Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
SECURITY NATIONAL TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Brinker Capital Investments, LLC | 3 | 3 | 0.08% | 0.16% | 0.28% | Q2 2020 | Q4 2020 | 3 |
FIRST MANHATTAN CO. LLC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 3 |
Alaska Wealth Advisors | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q3 2019 | 3 |
UBS ASSET MANAGEMENT AMERICAS INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2019 | 3 |
LIBERTY WEALTH MANAGEMENT LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Asset Dedication, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
MONECO Advisors, LLC | 3 | 3 | 0.11% | 0.13% | 0.14% | Q3 2020 | Q1 2021 | 3 |
TIEDEMANN ADVISORS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
CWM, LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q1 2022 | 3 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 3 |
Allworth Financial LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Sargent Bickham Lagudis LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 2 |
J.P. Morgan Private Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 2 |
WealthTrust Fairport, LLC | 2 | 2 | 0.06% | 0.39% | 0.71% | Q4 2018 | Q1 2019 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Cetera Investment Advisers | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Evolution Wealth Advisors, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2019 | Q1 2020 | 2 |
Cetera Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Kore Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
OLD SECOND NATIONAL BANK OF AURORA | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Bedel Financial Consulting, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
NewEdge Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
MKD WEALTH COACHES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.13% | 0.16% | 0.20% | Q4 2020 | Q1 2021 | 2 |
AMERIPRISE FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
1834 INVESTMENT ADVISORS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
BLAIR WILLIAM & CO/IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 2 |
BROWN ADVISORY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Cribstone Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Bruderman Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Choate Investment Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
VeraBank, N.A. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2020 | Q2 2020 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Farmers National Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
BOKF, NA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
WAYCROSS PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PIN OAK INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
HORIZON BANCORP INC /IN/ | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Genesee Capital Advisors, LLC | 1 | 1 | 2.94% | 2.94% | 2.94% | Q2 2021 | Q2 2021 | 1 |
STABLEFORD CAPITAL II LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
RAYMOND JAMES & ASSOCIATES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Catamount Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Sageworth Trust Co | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Spears Abacus Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Retirement Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
VICTORY CAPITAL MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2020 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
NICOLET BANKSHARES INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
COWA, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Marcum Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
IAM Advisory, LLC | 1 | 1 | 2.94% | 2.94% | 2.94% | Q2 2021 | Q2 2021 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Csenge Advisory Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Sterling Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TCG Advisors, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Wealthstar Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 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.