Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Princeton Global Asset Management LLC | 20 | 20 | 0.04% | 0.22% | 0.30% | Q4 2018 | Q3 2023 | 20 |
JPMORGAN CHASE & CO | 10 | 9 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 19 |
BANK OF AMERICA CORP /DE/ | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
JANE STREET GROUP, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2023 | 18 |
MORGAN STANLEY | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
LPL Financial LLC | 15 | 2 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 17 |
ENVESTNET ASSET MANAGEMENT INC | 17 | 17 | 0.00% | 0.03% | 0.13% | Q3 2019 | Q3 2023 | 17 |
Parallel Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Aveo Capital Partners, LLC | 11 | 1 | 0.06% | 0.11% | 0.27% | Q2 2019 | Q3 2023 | 16 |
Retirement Planning Group, LLC | 16 | 16 | 0.23% | 2.53% | 4.76% | Q4 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
IFP Advisors, Inc | 8 | 7 | 0.00% | 0.07% | 0.91% | Q3 2019 | Q3 2023 | 15 |
FMR LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 15 |
MASSMUTUAL TRUST CO FSB/ADV | 15 | 15 | 0.01% | 0.09% | 0.28% | Q2 2020 | Q4 2023 | 15 |
ROYAL BANK OF CANADA | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
PARK AVENUE SECURITIES LLC | 15 | 15 | 0.20% | 0.38% | 1.14% | Q1 2020 | Q3 2023 | 15 |
Baker Avenue Asset Management, LP | 15 | 15 | 0.99% | 1.36% | 2.46% | Q1 2020 | Q3 2023 | 15 |
Global Retirement Partners, LLC | 8 | 7 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
AE Wealth Management LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Kathmere Capital Management, LLC | 15 | 15 | 0.06% | 0.22% | 0.60% | Q1 2020 | Q3 2023 | 15 |
RVW Wealth, LLC | 15 | 15 | 2.35% | 2.88% | 3.83% | Q2 2020 | Q4 2023 | 15 |
COMMONWEALTH EQUITY SERVICES, LLC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Teamwork Financial Advisors, LLC | 14 | 14 | 0.08% | 0.17% | 0.47% | Q2 2020 | Q3 2023 | 14 |
SHEPHERD KAPLAN KROCHUK, LLC | 14 | 14 | 2.02% | 3.29% | 4.91% | Q2 2020 | Q3 2023 | 14 |
Cambridge Investment Research Advisors, Inc. | 10 | 4 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 14 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 12 | 2 | 4.00% | 4.30% | 4.70% | Q1 2020 | Q3 2023 | 14 |
Raymond James Financial Services Advisors, Inc. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
SeaCrest Wealth Management, LLC | 14 | 14 | 0.05% | 0.08% | 0.13% | Q2 2020 | Q3 2023 | 14 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 13 |
Bison Wealth, LLC | 13 | 13 | 0.26% | 0.49% | 0.86% | Q3 2020 | Q3 2023 | 13 |
REDW Wealth LLC | 13 | 13 | 4.36% | 7.00% | 8.01% | Q3 2020 | Q3 2023 | 13 |
LINCOLN NATIONAL CORP | 12 | 12 | 0.06% | 0.08% | 0.08% | Q4 2019 | Q3 2022 | 12 |
Intelligence Driven Advisers, LLC | 12 | 12 | 0.60% | 1.18% | 1.75% | Q4 2020 | Q3 2023 | 12 |
MATRIX PRIVATE CAPITAL GROUP LLC | 12 | 12 | 0.06% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 12 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 11 | 1 | 0.01% | 0.14% | 0.35% | Q2 2018 | Q2 2021 | 12 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 12 | 12 | 0.11% | 1.48% | 1.99% | Q4 2020 | Q3 2023 | 12 |
INTRUST BANK NA | 12 | 12 | 0.04% | 0.15% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Ayalon Insurance Comp Ltd. | 11 | 11 | 0.21% | 0.67% | 1.02% | Q1 2021 | Q3 2023 | 11 |
UBS Group AG | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 11 |
Roof Eidam Maycock Peralta, LLC | 11 | 11 | 0.99% | 2.16% | 7.08% | Q1 2021 | Q3 2023 | 11 |
WELLS FARGO & COMPANY/MN | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 11 |
GOLDMAN SACHS GROUP INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 11 |
Capital Investment Advisory Services, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
3D/L Capital Management, LLC | 10 | 10 | 0.04% | 4.12% | 8.43% | Q4 2020 | Q1 2023 | 10 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 10 |
RAYMOND JAMES & ASSOCIATES | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Sargent Bickham Lagudis LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 10 |
Tower Research Capital LLC (TRC) | 9 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Vestmark Advisory Solutions, Inc. | 5 | 4 | 0.01% | 0.14% | 0.89% | Q2 2021 | Q3 2023 | 9 |
MEEDER ASSET MANAGEMENT INC | 9 | 9 | 0.00% | 0.04% | 0.11% | Q3 2020 | Q3 2022 | 9 |
Patriot Financial Group Insurance Agency, LLC | 9 | 9 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q2 2022 | 9 |
Fort Point Capital Partners LLC | 9 | 9 | 0.10% | 0.12% | 0.14% | Q3 2021 | Q3 2023 | 9 |
Benedetti & Gucer, Inc. | 8 | 8 | 0.14% | 0.21% | 0.31% | Q2 2021 | Q1 2023 | 8 |
Scarborough Advisors, LLC | 8 | 8 | 0.25% | 1.76% | 2.24% | Q4 2021 | Q3 2023 | 8 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2022 | 8 |
Cooper Financial Group | 8 | 8 | 0.10% | 0.30% | 0.68% | Q4 2021 | Q3 2023 | 8 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
Orion Portfolio Solutions, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 8 |
Financial Insights, Inc. | 8 | 8 | 7.66% | 7.93% | 8.44% | Q2 2019 | Q1 2021 | 8 |
AVALON CAPITAL MANAGEMENT | 8 | 8 | 3.93% | 8.26% | 10.20% | Q1 2020 | Q4 2021 | 8 |
West Branch Capital LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
TOTAL INVESTMENT MANAGEMENT INC | 4 | 3 | 0.14% | 5.20% | 13.67% | Q2 2020 | Q1 2022 | 7 |
Summit X, LLC | 7 | 7 | 0.05% | 0.23% | 0.29% | Q3 2020 | Q1 2022 | 7 |
Newfound Research LLC | 7 | 7 | 2.77% | 2.87% | 3.13% | Q1 2021 | Q3 2022 | 7 |
Stonebridge Capital Advisors LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 7 |
Apollon Wealth Management, LLC | 7 | 7 | 0.05% | 0.08% | 0.17% | Q1 2022 | Q3 2023 | 7 |
TOWNSQUARE CAPITAL LLC | 7 | 7 | 0.80% | 0.83% | 0.86% | Q1 2022 | Q3 2023 | 7 |
D.A. DAVIDSON & CO. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
MML INVESTORS SERVICES, LLC | 7 | 7 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Janney Montgomery Scott LLC | 6 | 6 | 0.00% | 0.02% | 0.08% | Q2 2022 | Q3 2023 | 6 |
TRUIST FINANCIAL CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Sequent Asset Management, LLC | 6 | 6 | 0.20% | 0.46% | 0.62% | Q2 2022 | Q3 2023 | 6 |
Covington Capital Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Capital Advisors, Ltd. LLC | 6 | 6 | 0.02% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 2 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 6 |
Private Ocean, LLC | 6 | 6 | 0.13% | 0.15% | 0.18% | Q2 2022 | Q3 2023 | 6 |
AVANTAX ADVISORY SERVICES, INC. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
J.W. COLE ADVISORS, INC. | 6 | 6 | 0.04% | 0.14% | 0.23% | Q2 2022 | Q3 2023 | 6 |
Cornerstone Wealth Management, LLC | 3 | 3 | 0.20% | 0.25% | 0.32% | Q1 2022 | Q3 2023 | 6 |
J.P. Morgan Private Wealth Advisors LLC | 5 | 1 | 0.00% | 0.06% | 0.16% | Q1 2022 | Q3 2023 | 6 |
Baystate Wealth Management LLC | 6 | 6 | 0.03% | 0.06% | 0.10% | Q2 2022 | Q3 2023 | 6 |
One Capital Management, LLC | 6 | 6 | 1.26% | 1.48% | 1.59% | Q2 2022 | Q3 2023 | 6 |
Collaborative Wealth Managment Inc. | 5 | 5 | 1.14% | 1.68% | 2.17% | Q3 2022 | Q3 2023 | 5 |
Blue Trust, Inc. | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
3D ASSET MANAGEMENT, INC | 5 | 5 | 7.13% | 8.30% | 9.22% | Q3 2019 | Q3 2020 | 5 |
Mendel Money Management | 5 | 5 | 0.17% | 0.21% | 0.24% | Q3 2022 | Q3 2023 | 5 |
Prism Advisors, Inc. | 5 | 5 | 0.27% | 1.40% | 4.04% | Q3 2022 | Q3 2023 | 5 |
Delos Wealth Advisors, LLC | 5 | 5 | 0.92% | 1.45% | 1.73% | Q3 2022 | Q3 2023 | 5 |
FIRST CITIZENS BANK & TRUST CO | 5 | 5 | 4.17% | 4.75% | 6.05% | Q3 2022 | Q3 2023 | 5 |
MONEY CONCEPTS CAPITAL CORP | 4 | 1 | 0.00% | 0.14% | 0.29% | Q1 2022 | Q3 2023 | 5 |
Wagner Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
55I, LLC | 5 | 5 | 0.02% | 0.06% | 0.11% | Q3 2021 | Q3 2022 | 5 |
VICTORY CAPITAL MANAGEMENT INC | 5 | 5 | 0.03% | 0.05% | 0.07% | Q1 2020 | Q1 2021 | 5 |
Spire Wealth Management | 3 | 2 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 5 |
Sage Mountain Advisors LLC | 5 | 5 | 0.30% | 6.66% | 8.54% | Q3 2022 | Q3 2023 | 5 |
PRUDENTIAL FINANCIAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Levy Wealth Management Group, LLC | 4 | 4 | 5.71% | 6.68% | 7.31% | Q4 2022 | Q3 2023 | 4 |
Mariner, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 1.48% | 2.25% | 2.59% | Q4 2022 | Q3 2023 | 4 |
Integrity Advisory, LLC | 4 | 4 | 0.54% | 0.59% | 0.61% | Q1 2022 | Q4 2022 | 4 |
CIBC WORLD MARKET INC. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2019 | 4 |
Windsor Wealth Management, Inc. | 4 | 4 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.37% | 0.39% | 0.40% | Q4 2022 | Q3 2023 | 4 |
First Citizens Asset Management, Inc. | 4 | 4 | 3.52% | 4.53% | 5.80% | Q4 2022 | Q3 2023 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.14% | 0.15% | 0.15% | Q4 2022 | Q3 2023 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.05% | 0.12% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Equitable Holdings, Inc. | 4 | 4 | 0.02% | 0.17% | 0.25% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Sterling Group Wealth Management, LLC | 4 | 4 | 0.21% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
MorganRosel Wealth Management, LLC | 4 | 4 | 0.68% | 1.52% | 2.00% | Q4 2022 | Q3 2023 | 4 |
Herold Advisors, Inc. | 4 | 4 | 0.10% | 0.24% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Moloney Securities Asset Management, LLC | 4 | 4 | 0.04% | 0.07% | 0.09% | Q1 2021 | Q4 2021 | 4 |
CWM, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Centennial Wealth Advisory LLC | 4 | 4 | 0.14% | 0.17% | 0.22% | Q1 2021 | Q4 2021 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 1.72% | 1.82% | 1.89% | Q4 2022 | Q3 2023 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.03% | 0.05% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Simplicity Solutions, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q4 2020 | 4 |
GoalVest Advisory LLC | 4 | 4 | 2.35% | 3.68% | 4.37% | Q1 2023 | Q4 2023 | 4 |
Breakwater Capital Group | 4 | 4 | 1.81% | 2.13% | 2.74% | Q4 2022 | Q3 2023 | 4 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 4 | 4 | 0.41% | 0.73% | 0.87% | Q2 2020 | Q1 2021 | 4 |
Wealthfront Advisers LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PETRA FINANCIAL ADVISORS INC | 4 | 4 | 2.97% | 3.34% | 3.62% | Q4 2022 | Q3 2023 | 4 |
Apexium Financial, LP | 4 | 4 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
JT Stratford LLC | 4 | 4 | 0.08% | 0.14% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Private Advisor Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 3 |
THRIVENT FINANCIAL FOR LUTHERANS | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Royal Harbor Partners, LLC | 3 | 3 | 2.50% | 2.58% | 2.74% | Q1 2023 | Q3 2023 | 3 |
Security Financial Services, INC. | 2 | 1 | 0.06% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 3 |
Steward Partners Investment Advisory, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MBE Wealth Management, LLC | 3 | 3 | 0.67% | 0.70% | 0.74% | Q1 2023 | Q3 2023 | 3 |
PFG Advisors | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Jackson Wealth Management, LLC | 3 | 3 | 0.12% | 0.29% | 0.61% | Q1 2023 | Q3 2023 | 3 |
WealthShield Partners, LLC | 3 | 3 | 0.00% | 0.05% | 0.09% | Q1 2023 | Q3 2023 | 3 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Delta Investment Management, LLC | 3 | 3 | 2.78% | 3.84% | 5.35% | Q3 2021 | Q1 2022 | 3 |
V Wealth Advisors LLC | 2 | 1 | 0.05% | 0.10% | 0.18% | Q1 2020 | Q2 2023 | 3 |
Western Financial Corp/CA | 3 | 3 | 0.18% | 0.26% | 0.31% | Q1 2023 | Q3 2023 | 3 |
Stratos Wealth Partners, LTD. | 3 | 3 | 0.18% | 0.27% | 0.32% | Q1 2023 | Q3 2023 | 3 |
FIFTH THIRD BANCORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
L & S Advisors Inc | 3 | 3 | 0.07% | 0.15% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Dynamic Advisor Solutions LLC | 3 | 3 | 0.05% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Vertex Planning Partners, LLC | 3 | 3 | 1.21% | 6.89% | 9.95% | Q1 2023 | Q3 2023 | 3 |
Key FInancial Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cetera Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Geneos Wealth Management Inc. | 3 | 3 | 0.03% | 0.07% | 0.12% | Q1 2023 | Q3 2023 | 3 |
STIFEL FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Pinion Investment Advisors, LLC | 3 | 3 | 1.10% | 1.61% | 2.04% | Q1 2023 | Q3 2023 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q4 2021 | 3 |
FirstPurpose Wealth LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Kingsview Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 2 | 2 | 0.62% | 0.67% | 0.71% | Q2 2023 | Q3 2023 | 2 |
First Horizon Advisors, Inc. | 2 | 2 | 0.42% | 0.44% | 0.46% | Q2 2023 | Q3 2023 | 2 |
Triumph Capital Management | 2 | 2 | 0.13% | 0.20% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Hennion & Walsh Asset Management, Inc. | 2 | 2 | 2.19% | 2.27% | 2.34% | Q2 2023 | Q3 2023 | 2 |
Econ Financial Services Corp | 2 | 2 | 0.16% | 1.05% | 1.94% | Q2 2023 | Q3 2023 | 2 |
ETRADE Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2020 | 2 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Cetera Advisor Networks LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ENZI WEALTH | 2 | 2 | 1.25% | 2.04% | 2.83% | Q2 2023 | Q3 2023 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
PNC FINANCIAL SERVICES GROUP, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cetera Investment Advisers | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.10% | 1.10% | 2.10% | Q4 2019 | Q3 2022 | 2 |
Concord Wealth Partners | 2 | 2 | 2.20% | 2.21% | 2.22% | Q2 2023 | Q3 2023 | 2 |
Wayfinding Financial, LLC | 2 | 2 | 0.26% | 0.31% | 0.36% | Q2 2023 | Q3 2023 | 2 |
Rockefeller Capital Management L.P. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
MBL Wealth, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
CreativeOne Wealth, LLC | 2 | 2 | 0.04% | 0.08% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Avidian Wealth Solutions, LLC | 2 | 2 | 1.01% | 1.09% | 1.18% | Q2 2023 | Q3 2023 | 2 |
Kestra Advisory Services, LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 1.51% | 1.53% | 1.56% | Q2 2023 | Q3 2023 | 2 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.32% | 0.32% | 0.33% | Q2 2023 | Q3 2023 | 2 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
NewEdge Advisors, LLC | 2 | 2 | 0.01% | 0.04% | 0.08% | Q2 2023 | Q3 2023 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 2 | 2 | 0.29% | 0.40% | 0.52% | Q2 2023 | Q3 2023 | 2 |
BANK OF MONTREAL /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
LAKE STREET PRIVATE WEALTH, LLC | 2 | 2 | 0.06% | 0.09% | 0.11% | Q2 2023 | Q3 2023 | 2 |
SIGNATUREFD, LLC | 2 | 2 | 0.00% | 2.37% | 4.75% | Q2 2023 | Q3 2023 | 2 |
GeoWealth Management, LLC | 2 | 2 | 0.05% | 0.09% | 0.14% | Q2 2023 | Q3 2023 | 2 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 2 |
LGT Financial Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Saratoga Research & Investment Management | 1 | 1 | 0.01% | 0.12% | 0.23% | Q4 2022 | Q3 2023 | 2 |
Renaissance Technologies | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.10% | 0.20% | Q1 2023 | Q3 2023 | 2 |
Keystone Financial Group | 2 | 2 | 0.26% | 0.88% | 1.50% | Q2 2023 | Q3 2023 | 2 |
PRIVATE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BANK OF NOVA SCOTIA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TD Capital Management LLC | 2 | 2 | 0.00% | 0.03% | 0.05% | Q2 2023 | Q3 2023 | 2 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 2 | 2 | 0.07% | 0.10% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Sharkey, Howes & Javer | 2 | 2 | 0.50% | 0.57% | 0.64% | Q2 2023 | Q3 2023 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.26% | 0.33% | 0.40% | Q2 2023 | Q3 2023 | 2 |
Western Wealth Management, LLC | 2 | 2 | 0.03% | 0.06% | 0.09% | Q2 2023 | Q3 2023 | 2 |
HighTower Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Orgel Wealth Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Ledyard National Bank | 2 | 2 | 0.59% | 0.62% | 0.64% | Q2 2023 | Q3 2023 | 2 |
Hamilton Capital, LLC | 2 | 2 | 4.18% | 4.34% | 4.50% | Q2 2023 | Q3 2023 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 2 |
ST GERMAIN D J CO INC | 2 | 2 | 5.30% | 5.52% | 5.74% | Q3 2023 | Q4 2023 | 2 |
Financial Advocates Investment Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
COMERICA SECURITIES,INC. | 2 | 2 | 0.28% | 0.30% | 0.33% | Q2 2023 | Q3 2023 | 2 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MBA Advisors LLC | 1 | 1 | 3.19% | 3.19% | 3.19% | Q3 2023 | Q3 2023 | 1 |
Lavaca Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 3.07% | 3.07% | 3.07% | Q3 2023 | Q3 2023 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Fermata Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Gateway Wealth Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Archford Capital Strategies, LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MISSION WEALTH MANAGEMENT, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Integrated Advisors Network LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 1.51% | 1.51% | 1.51% | Q3 2023 | Q3 2023 | 1 |
CORNERCAP INVESTMENT COUNSEL INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Joseph Group Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2023 | Q4 2023 | 1 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Capital Advisors Wealth Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
NWAM LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
DRIVE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2022 | Q1 2022 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
SEAVIEW INVESTMENT MANAGERS LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2023 | Q3 2023 | 1 |
Cobblestone Asset Management LLC | 1 | 1 | 5.90% | 5.90% | 5.90% | Q3 2023 | Q3 2023 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2023 | Q3 2023 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Retireful, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2023 | Q1 2023 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Fragasso Group Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Financial Services Advisory Inc | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Savant Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Onyx Bridge Wealth Group LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
RHS Financial, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Integrated Wealth Concepts LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Keeler Thomas Management LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
American Portfolios Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
FIDELITY D & D BANCORP INC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Strata Wealth Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 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.