Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
JPMORGAN CHASE & CO | 28 | 28 | 0.00% | 0.03% | 0.17% | Q4 2016 | Q3 2023 | 28 |
JANE STREET GROUP, LLC | 15 | 13 | 0.00% | 0.01% | 0.12% | Q3 2016 | Q3 2023 | 28 |
Gradient Investments LLC | 24 | 24 | 0.00% | 0.35% | 1.13% | Q4 2017 | Q3 2023 | 24 |
Pinnacle Wealth Planning Services, Inc. | 24 | 24 | 0.42% | 0.99% | 2.31% | Q4 2017 | Q3 2023 | 24 |
Windsor Capital Management, LLC | 23 | 23 | 0.39% | 1.63% | 2.38% | Q1 2018 | Q3 2023 | 23 |
LPL Financial LLC | 22 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 23 |
ASSETMARK, INC | 23 | 23 | 0.00% | 0.03% | 0.08% | Q1 2018 | Q3 2023 | 23 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CreativeOne Wealth, LLC | 21 | 21 | 0.06% | 0.36% | 0.94% | Q3 2018 | Q3 2023 | 21 |
Slow Capital, Inc. | 20 | 20 | 0.09% | 0.51% | 1.54% | Q1 2018 | Q4 2022 | 20 |
Patriot Financial Group Insurance Agency, LLC | 19 | 1 | 0.00% | 0.07% | 0.14% | Q3 2018 | Q3 2023 | 20 |
WealthPLAN Partners, LLC | 18 | 2 | 0.00% | 0.12% | 0.39% | Q4 2017 | Q2 2023 | 20 |
NICOLET ADVISORY SERVICES, LLC | 19 | 19 | 0.58% | 1.48% | 3.77% | Q1 2019 | Q3 2023 | 19 |
ROYAL BANK OF CANADA | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
Peterson Wealth Advisors, LLC | 18 | 18 | 0.90% | 1.99% | 2.92% | Q4 2017 | Q1 2022 | 18 |
ENVESTNET ASSET MANAGEMENT INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
WELLS FARGO & COMPANY/MN | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
BANK OF AMERICA CORP /DE/ | 16 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 18 |
KCS Wealth Advisory | 17 | 17 | 0.20% | 0.59% | 1.01% | Q3 2019 | Q3 2023 | 17 |
MISSION WEALTH MANAGEMENT, LP | 17 | 17 | 0.03% | 0.37% | 0.82% | Q3 2019 | Q3 2023 | 17 |
MASSMUTUAL TRUST CO FSB/ADV | 15 | 2 | 0.00% | 0.14% | 0.32% | Q1 2019 | Q4 2023 | 17 |
Acorn Wealth Advisors, LLC | 17 | 17 | 0.21% | 0.27% | 0.34% | Q3 2019 | Q3 2023 | 17 |
Royal Fund Management, LLC | 16 | 1 | 0.01% | 0.32% | 0.52% | Q2 2019 | Q3 2023 | 17 |
GeoWealth Management, LLC | 8 | 1 | 0.04% | 0.34% | 0.98% | Q2 2019 | Q3 2023 | 16 |
Lido Advisors, LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
HighTower Advisors, LLC | 15 | 15 | 0.00% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Capital Analysts, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Simmons Bank | 15 | 15 | 0.22% | 0.54% | 0.77% | Q1 2020 | Q3 2023 | 15 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
Larson Financial Group LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 15 |
FormulaFolio Investments, LLC | 13 | 13 | 0.01% | 1.42% | 2.73% | Q4 2017 | Q4 2020 | 13 |
UBS Group AG | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2023 | 13 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 13 |
Cambridge Investment Research Advisors, Inc. | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 13 |
Brinker Capital Investments, LLC | 13 | 13 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q4 2020 | 13 |
Visionary Wealth Advisors | 13 | 13 | 0.04% | 0.33% | 0.61% | Q3 2020 | Q3 2023 | 13 |
Graypoint LLC | 11 | 2 | 0.05% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 13 |
IFP Advisors, Inc | 8 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 12 |
Wolf Group Capital Advisors | 12 | 12 | 0.62% | 0.78% | 0.99% | Q4 2020 | Q3 2023 | 12 |
RAYMOND JAMES TRUST N.A. | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2023 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 0.03% | 0.17% | 0.38% | Q4 2020 | Q3 2023 | 12 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2019 | 12 |
Raymond James Financial Services Advisors, Inc. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 11 |
Steward Partners Investment Advisory, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.03% | 0.07% | 0.12% | Q4 2020 | Q3 2023 | 11 |
RAYMOND JAMES & ASSOCIATES | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
FLOW TRADERS U.S. LLC | 4 | 3 | 0.01% | 0.16% | 0.47% | Q1 2019 | Q3 2022 | 11 |
Avior Wealth Management, LLC | 11 | 11 | 0.00% | 0.08% | 0.28% | Q1 2021 | Q3 2023 | 11 |
JANICZEK WEALTH MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Mascoma Wealth Management LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Stratos Wealth Advisors, LLC | 10 | 10 | 0.04% | 0.06% | 0.11% | Q1 2020 | Q2 2022 | 10 |
CONDOR CAPITAL MANAGEMENT | 10 | 10 | 0.56% | 1.26% | 1.73% | Q3 2020 | Q4 2022 | 10 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 10 | 10 | 0.05% | 0.08% | 0.12% | Q3 2020 | Q4 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Rosenberg Matthew Hamilton | 9 | 9 | 0.01% | 0.03% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.20% | 0.23% | 0.25% | Q3 2021 | Q3 2023 | 9 |
HawsGoodwin Investment Management LLC | 9 | 9 | 0.14% | 0.60% | 1.07% | Q4 2019 | Q4 2021 | 9 |
Geneos Wealth Management Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2021 | 8 |
Peregrine Asset Advisers, Inc. | 8 | 8 | 2.05% | 3.51% | 4.34% | Q3 2020 | Q2 2022 | 8 |
Frontier Wealth Management LLC | 8 | 8 | 0.10% | 0.45% | 0.82% | Q2 2017 | Q1 2019 | 8 |
Winslow, Evans & Crocker, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
Continuum Advisory, LLC | 8 | 8 | 0.20% | 0.56% | 0.69% | Q2 2018 | Q1 2020 | 8 |
BAKER BOYER NATIONAL BANK | 7 | 1 | 0.14% | 0.18% | 0.21% | Q2 2021 | Q2 2023 | 8 |
State of New Jersey Common Pension Fund D | 4 | 4 | 0.04% | 0.10% | 0.17% | Q2 2021 | Q3 2023 | 8 |
CAPTRUST FINANCIAL ADVISORS | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 7 | 7 | 5.63% | 6.69% | 7.20% | Q1 2021 | Q3 2022 | 7 |
Sound Income Strategies, LLC | 6 | 1 | 0.00% | 0.06% | 0.16% | Q3 2018 | Q1 2021 | 7 |
Highlander Capital Management, LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Elevated Capital Advisors, LLC | 4 | 1 | 0.08% | 0.12% | 0.16% | Q1 2019 | Q3 2021 | 6 |
Blue Edge Capital, LLC | 6 | 6 | 0.67% | 1.09% | 1.34% | Q4 2020 | Q1 2022 | 6 |
55I, LLC | 4 | 2 | 0.01% | 0.07% | 0.13% | Q2 2019 | Q1 2022 | 6 |
Advisor Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Graves Light Lenhart Wealth, Inc. | 6 | 6 | 0.06% | 0.19% | 0.31% | Q2 2022 | Q3 2023 | 6 |
Neuberger Berman Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 6 |
TD Waterhouse Canada Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Newfound Research LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q4 2016 | Q4 2017 | 5 |
Perigon Wealth Management, LLC | 4 | 1 | 0.01% | 0.08% | 0.20% | Q3 2017 | Q4 2020 | 5 |
Sowell Financial Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
Winfield Associates, Inc. | 5 | 5 | 0.22% | 0.35% | 0.41% | Q1 2021 | Q1 2022 | 5 |
Advisors Asset Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Astor Investment Management LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 5 |
Indie Asset Partners, LLC | 5 | 5 | 0.16% | 0.19% | 0.25% | Q1 2021 | Q1 2022 | 5 |
Dynamic Advisor Solutions LLC | 5 | 5 | 0.02% | 0.19% | 0.40% | Q3 2022 | Q3 2023 | 5 |
SAM Advisors, LLC | 5 | 5 | 0.18% | 5.17% | 7.49% | Q3 2021 | Q3 2022 | 5 |
CONNING INC. | 5 | 5 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2022 | 5 |
MML INVESTORS SERVICES, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
PACIFIC FINANCIAL GROUP INC | 5 | 5 | 0.38% | 0.66% | 1.54% | Q4 2018 | Q4 2019 | 5 |
McIlrath & Eck, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
AE Wealth Management LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 5 |
FIFTH THIRD BANCORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Prentice Wealth Management LLC | 3 | 1 | 0.01% | 0.04% | 0.06% | Q1 2021 | Q2 2022 | 4 |
First Horizon Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
ATLAS CAPITAL ADVISORS LLC | 4 | 4 | 0.04% | 0.10% | 0.13% | Q2 2021 | Q1 2022 | 4 |
Vestmark Advisory Solutions, Inc. | 3 | 1 | 0.02% | 0.15% | 0.47% | Q3 2021 | Q3 2023 | 4 |
Donoghue Forlines LLC | 4 | 4 | 0.12% | 0.14% | 0.18% | Q1 2022 | Q4 2022 | 4 |
Capital Advisors Wealth Management, LLC | 2 | 2 | 0.07% | 0.09% | 0.13% | Q4 2021 | Q4 2022 | 4 |
Vawter Financial, Ltd. | 4 | 4 | 0.58% | 0.69% | 0.88% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
CAPE COD FIVE CENTS SAVINGS BANK | 4 | 4 | 0.03% | 0.05% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Lloyd Advisory Services, LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Shilanski & Associates, Inc. | 4 | 4 | 0.28% | 0.30% | 0.34% | Q2 2019 | Q1 2020 | 4 |
Founders Financial Alliance, LLC | 4 | 4 | 1.43% | 1.60% | 1.79% | Q4 2022 | Q3 2023 | 4 |
NICOLA WEALTH MANAGEMENT LTD. | 4 | 4 | 0.22% | 0.25% | 0.27% | Q2 2021 | Q1 2022 | 4 |
Strategic Investment Advisors / MI | 4 | 4 | 0.07% | 0.19% | 0.30% | Q1 2020 | Q4 2020 | 4 |
Wealth Management Solutions, LLC | 4 | 4 | 0.12% | 0.41% | 0.68% | Q4 2021 | Q3 2022 | 4 |
Bank of New York Mellon Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Marion Wealth Management | 3 | 3 | 2.03% | 2.05% | 2.07% | Q4 2021 | Q2 2022 | 3 |
Corbenic Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Daniels&Tansey,LLP | 3 | 3 | 0.29% | 4.29% | 12.28% | Q1 2023 | Q3 2023 | 3 |
PARK AVENUE SECURITIES LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Rockefeller Capital Management L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Global Retirement Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 3 |
RWA WEALTH PARTNERS, LLC | 3 | 3 | 0.35% | 0.37% | 0.38% | Q2 2019 | Q4 2019 | 3 |
PFG Advisors | 3 | 3 | 0.09% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Apeiron RIA LLC | 3 | 3 | 0.07% | 0.11% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Bluefin Trading, LLC | 3 | 3 | 0.03% | 0.24% | 0.43% | Q3 2018 | Q1 2019 | 3 |
GREAT VALLEY ADVISOR GROUP, INC. | 3 | 3 | 0.76% | 0.79% | 0.83% | Q1 2023 | Q3 2023 | 3 |
Financial Management Professionals, Inc. | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 3 |
RMR Wealth Builders | 3 | 3 | 0.32% | 0.60% | 0.87% | Q4 2021 | Q2 2022 | 3 |
Mutual Advisors, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q4 2019 | 3 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.12% | 0.15% | 0.17% | Q4 2019 | Q1 2020 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
BlackRock Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Davis Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Ascent Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Gallacher Capital Management LLC | 2 | 2 | 1.13% | 1.14% | 1.15% | Q4 2022 | Q1 2023 | 2 |
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 2 | 2 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 2 |
Global Financial Private Capital, Inc | 2 | 2 | 0.11% | 0.14% | 0.18% | Q1 2020 | Q2 2020 | 2 |
Centennial Wealth Advisory LLC | 2 | 2 | 0.14% | 0.17% | 0.21% | Q4 2020 | Q1 2021 | 2 |
Rehmann Capital Advisory Group | 2 | 2 | 0.47% | 0.48% | 0.49% | Q2 2020 | Q3 2020 | 2 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q3 2022 | 2 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2021 | Q1 2021 | 1 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
NICOLET BANKSHARES INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2019 | Q3 2019 | 1 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Ocean Park Asset Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Integrity Advisory, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2022 | Q1 2022 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CX Institutional | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
MRP Capital Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
GoalVest Advisory 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 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DAYMARK WEALTH PARTNERS, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
TBH Global Asset Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Bell Rock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Family Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PRIVATE TRUST CO NA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MAI Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Security Financial Services, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2021 | Q2 2021 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
LOCKERMAN FINANCIAL GROUP, INC. | 1 | 1 | 1.03% | 1.03% | 1.03% | Q3 2023 | Q3 2023 | 1 |
MRA Associates USA LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2019 | Q3 2019 | 1 |
COMMONWEALTH EQUITY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Wayfinding Financial, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Janney Montgomery Scott LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.01% | 0.01% | 0.01% | 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.