Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
JANE STREET GROUP, LLC | 12 | 5 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 24 |
Peterson Wealth Advisors, LLC | 24 | 24 | 0.81% | 2.34% | 3.04% | Q4 2017 | Q3 2023 | 24 |
LexAurum Advisors, LLC | 24 | 24 | 0.30% | 0.58% | 0.88% | Q4 2017 | Q3 2023 | 24 |
HighTower Advisors, LLC | 23 | 23 | 0.01% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 23 |
MOTCO | 23 | 23 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Avantax Planning Partners, Inc. | 21 | 1 | 0.00% | 0.13% | 0.54% | Q1 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Private Advisor Group, LLC | 18 | 3 | 0.00% | 0.06% | 0.16% | Q2 2018 | Q3 2023 | 21 |
Windsor Capital Management, LLC | 20 | 20 | 0.43% | 2.56% | 3.22% | Q4 2018 | Q3 2023 | 20 |
Quantitative Advantage, LLC | 20 | 20 | 0.59% | 1.52% | 2.58% | Q2 2018 | Q1 2023 | 20 |
Financial Insights, Inc. | 18 | 1 | 0.17% | 5.82% | 9.65% | Q4 2018 | Q3 2023 | 19 |
SPC Financial, Inc. | 19 | 19 | 0.08% | 1.09% | 2.66% | Q1 2019 | Q3 2023 | 19 |
WELLS FARGO & COMPANY/MN | 11 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
Global Retirement Partners, LLC | 9 | 2 | 0.00% | 0.02% | 0.08% | Q3 2018 | Q3 2023 | 18 |
COMMONWEALTH EQUITY SERVICES, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
MORGAN STANLEY | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Larson Financial Group LLC | 16 | 16 | 0.01% | 0.04% | 0.11% | Q4 2019 | Q3 2023 | 16 |
UBS Group AG | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
Raymond James Financial Services Advisors, Inc. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 16 |
Mascoma Wealth Management LLC | 9 | 1 | 0.00% | 1.23% | 6.15% | Q3 2017 | Q3 2022 | 15 |
SYM FINANCIAL Corp | 15 | 15 | 0.00% | 0.11% | 0.23% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Cambridge Investment Research Advisors, Inc. | 7 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 15 |
ENVESTNET ASSET MANAGEMENT INC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2022 | 15 |
Capital Analysts, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 1 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q3 2023 | 14 |
Hills Bank & Trust Co | 14 | 14 | 0.03% | 0.55% | 3.60% | Q2 2020 | Q3 2023 | 14 |
Sunflower Bank, N.A. | 14 | 14 | 2.42% | 3.14% | 5.02% | Q2 2020 | Q3 2023 | 14 |
JPMORGAN CHASE & CO | 12 | 1 | 0.00% | 0.02% | 0.02% | Q2 2017 | Q3 2023 | 13 |
Financial Management Professionals, Inc. | 13 | 13 | 0.14% | 1.21% | 2.19% | Q3 2020 | Q3 2023 | 13 |
CGN Advisors LLC | 13 | 13 | 0.69% | 1.33% | 2.42% | Q4 2020 | Q4 2023 | 13 |
Allworth Financial LP | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 13 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 13 | 13 | 0.03% | 0.17% | 0.39% | Q3 2020 | Q3 2023 | 13 |
Foresight Wealth Management, LLC | 13 | 13 | 0.02% | 0.46% | 1.01% | Q3 2019 | Q3 2022 | 13 |
Roof Eidam Maycock Peralta, LLC | 12 | 12 | 0.20% | 2.64% | 3.80% | Q3 2017 | Q2 2020 | 12 |
Patriot Financial Group Insurance Agency, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 12 |
Mutual Advisors, LLC | 12 | 12 | 0.01% | 0.06% | 0.18% | Q4 2019 | Q3 2022 | 12 |
Orion Portfolio Solutions, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
ROYAL BANK OF CANADA | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 12 |
OneDigital Investment Advisors LLC | 12 | 12 | 0.03% | 1.72% | 2.75% | Q4 2020 | Q3 2023 | 12 |
Beaumont Financial Partners, LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2022 | 11 |
Freedom Investment Management, Inc. | 11 | 11 | 0.07% | 0.36% | 0.66% | Q1 2021 | Q3 2023 | 11 |
DEUTSCHE BANK AG\ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2021 | 11 |
Ancora Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Dynamic Advisor Solutions LLC | 10 | 1 | 0.03% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 11 |
Koshinski Asset Management, Inc. | 10 | 10 | 0.21% | 0.27% | 0.38% | Q2 2021 | Q3 2023 | 10 |
COLONY GROUP LLC | 9 | 1 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 10 |
Advisors Preferred, LLC | 10 | 10 | 0.38% | 0.81% | 1.73% | Q3 2017 | Q4 2019 | 10 |
Geneos Wealth Management Inc. | 7 | 3 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 10 |
Advisors Asset Management, Inc. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
EQ LLC | 9 | 9 | 0.21% | 0.40% | 0.57% | Q4 2020 | Q4 2022 | 9 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
LPL Financial LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
HHM Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Continuum Advisory, LLC | 6 | 2 | 0.10% | 0.14% | 0.16% | Q4 2018 | Q4 2020 | 8 |
IFP Advisors, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 8 | 8 | 5.54% | 6.29% | 7.55% | Q4 2021 | Q3 2023 | 8 |
MML INVESTORS SERVICES, LLC | 7 | 7 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Snowden Capital Advisors LLC | 4 | 3 | 0.01% | 0.09% | 0.20% | Q4 2017 | Q4 2019 | 7 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 1.41% | 2.23% | 2.61% | Q4 2019 | Q2 2021 | 7 |
Running Point Capital Advisors, LLC | 7 | 7 | 0.33% | 0.52% | 0.62% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
RAYMOND JAMES & ASSOCIATES | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
LAKE STREET PRIVATE WEALTH, LLC | 7 | 7 | 0.16% | 0.37% | 0.44% | Q4 2021 | Q2 2023 | 7 |
Beacon Financial Advisory LLC | 7 | 7 | 0.15% | 0.18% | 0.21% | Q1 2021 | Q3 2022 | 7 |
Savant Capital, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 7 |
Stonehearth Capital Management, LLC | 7 | 7 | 0.14% | 0.17% | 0.20% | Q1 2021 | Q3 2022 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
AlphaStar Capital Management, LLC | 7 | 7 | 0.03% | 0.24% | 0.35% | Q3 2020 | Q1 2022 | 7 |
Advisor Group, Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 6 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 6 |
RAYMOND JAMES TRUST N.A. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
Claraphi Advisory Network, LLC | 3 | 1 | 0.02% | 0.07% | 0.09% | Q1 2020 | Q2 2022 | 6 |
Falcon Wealth Planning | 6 | 6 | 0.05% | 0.12% | 0.25% | Q2 2022 | Q3 2023 | 6 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.04% | 0.15% | 0.36% | Q4 2021 | Q2 2023 | 6 |
OLD MISSION CAPITAL LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 6 |
FSM Wealth Advisors, LLC | 6 | 6 | 1.70% | 2.02% | 2.59% | Q2 2022 | Q3 2023 | 6 |
TUCKER ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
WFA of San Diego, LLC | 2 | 1 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q3 2023 | 6 |
Virtu Financial LLC | 5 | 1 | 0.03% | 0.10% | 0.17% | Q1 2018 | Q4 2019 | 6 |
KMG FIDUCIARY PARTNERS, LLC | 6 | 6 | 0.06% | 0.71% | 0.91% | Q2 2022 | Q3 2023 | 6 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.02% | 0.06% | 0.09% | Q3 2019 | Q1 2022 | 6 |
Sowell Financial Services LLC | 5 | 1 | 0.00% | 0.03% | 0.20% | Q4 2017 | Q3 2020 | 6 |
Wescott Financial Advisory Group, LLC | 4 | 1 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 5 |
PFG Advisors | 3 | 2 | 0.09% | 0.11% | 0.12% | Q1 2021 | Q3 2023 | 5 |
Sunbelt Securities, Inc. | 3 | 2 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 5 |
DUBUQUE BANK & TRUST CO | 5 | 5 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2023 | 5 |
Chicago Partners Investment Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
S. R. Schill & Associates | 5 | 5 | 0.09% | 1.38% | 2.48% | Q2 2020 | Q2 2021 | 5 |
NWAM LLC | 4 | 1 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q2 2020 | 5 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.04% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Clear Creek Financial Management, LLC | 4 | 4 | 2.85% | 3.37% | 4.32% | Q2 2019 | Q1 2020 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.14% | 0.16% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Certified Advisory Corp | 4 | 4 | 0.43% | 0.67% | 1.23% | Q4 2022 | Q3 2023 | 4 |
Hyperion Partners, LLC | 4 | 4 | 5.44% | 5.62% | 5.73% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 1.45% | 1.91% | 2.32% | Q4 2022 | Q3 2023 | 4 |
Visionary Wealth Advisors | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 4 |
CITIGROUP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Ameritas Investment Company, LLC | 2 | 1 | 0.01% | 0.04% | 0.08% | Q1 2019 | Q3 2021 | 4 |
FMR LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 4 |
Good Life Advisors, LLC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TRUIST FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Etesian Wealth Advisors, Inc. | 4 | 4 | 1.00% | 1.06% | 1.17% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.20% | 0.21% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
DRIVE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.13% | 0.19% | 0.25% | Q4 2022 | Q3 2023 | 4 |
US BANCORP \DE\ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
First Horizon Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
Lee Financial Group Hawaii, Inc. | 3 | 3 | 0.27% | 0.30% | 0.32% | Q2 2021 | Q4 2021 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
AlphaCore Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.11% | 0.14% | 0.18% | Q1 2023 | Q3 2023 | 3 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Treasure Coast Financial Planning | 3 | 3 | 2.44% | 3.09% | 3.43% | Q1 2023 | Q3 2023 | 3 |
OPPENHEIMER & CO INC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Stratos Wealth Advisors, LLC | 2 | 1 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 3 |
SAXON INTERESTS, INC. | 3 | 3 | 1.65% | 1.78% | 1.85% | Q4 2022 | Q2 2023 | 3 |
Asset Planning Services, Ltd. | 3 | 3 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q4 2021 | 3 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 3 | 0.03% | 0.07% | 0.15% | Q4 2017 | Q2 2018 | 3 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.14% | 0.19% | 0.28% | Q4 2022 | Q3 2023 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Fiduciary Alliance LLC | 2 | 2 | 0.54% | 0.57% | 0.60% | Q2 2023 | Q3 2023 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Western Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Sigma Planning Corp | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Legacy Wealth Partners, Inc. | 2 | 2 | 1.32% | 1.42% | 1.52% | Q4 2019 | Q1 2020 | 2 |
SCOTIA CAPITAL INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Baird Financial Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Advisory Alpha, LLC | 2 | 2 | 0.02% | 0.04% | 0.08% | Q3 2021 | Q4 2021 | 2 |
Element Wealth, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2022 | Q2 2022 | 2 |
Rockefeller Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 2 |
ICA Group Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Wealth Advisory Solutions, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2020 | Q4 2020 | 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 2 |
Faithward Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q2 2022 | 2 |
Rehmann Capital Advisory Group | 2 | 2 | 0.60% | 0.60% | 0.61% | Q2 2020 | Q3 2020 | 2 |
First Citizens Financial Corp | 2 | 2 | 0.40% | 0.45% | 0.50% | Q2 2023 | Q3 2023 | 2 |
Bartlett & Co. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
StrategIQ Financial Group, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
ForthRight Wealth Management, LLC | 2 | 2 | 0.92% | 1.66% | 2.39% | Q2 2023 | Q3 2023 | 2 |
Cooper Financial Group | 2 | 2 | 0.10% | 0.13% | 0.15% | Q2 2020 | Q3 2020 | 2 |
Goodman Advisory Group, LLC | 2 | 2 | 0.01% | 1.43% | 2.86% | Q1 2023 | Q2 2023 | 2 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
MONEY CONCEPTS CAPITAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
GoalVest Advisory LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q1 2022 | 2 |
Kingsview Wealth Management, LLC | 2 | 2 | 0.09% | 0.11% | 0.14% | Q2 2019 | Q3 2019 | 2 |
Collaborative Wealth Managment Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Bell Bank | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Parallel Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Watson Rebecca | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2019 | Q1 2019 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
AMERIPRISE FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SignalPoint Asset Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | 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.