Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
LPL Financial LLC | 32 | 32 | 0.00% | 0.04% | 0.05% | Q4 2015 | Q3 2023 | 32 |
Private Advisor Group, LLC | 30 | 30 | 0.00% | 0.03% | 0.08% | Q2 2016 | Q3 2023 | 30 |
MORGAN STANLEY | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
UBS Group AG | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
Cambridge Investment Research Advisors, Inc. | 29 | 29 | 0.02% | 0.04% | 0.07% | Q3 2016 | Q3 2023 | 29 |
ROYAL BANK OF CANADA | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
RAYMOND JAMES & ASSOCIATES | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Raymond James Financial Services Advisors, Inc. | 27 | 27 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 27 |
PARSONS CAPITAL MANAGEMENT INC/RI | 27 | 27 | 0.15% | 0.20% | 0.28% | Q1 2017 | Q3 2023 | 27 |
FCA CORP /TX | 26 | 26 | 0.12% | 0.45% | 0.66% | Q2 2017 | Q3 2023 | 26 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.05% | 0.06% | Q4 2017 | Q3 2023 | 24 |
WELLS FARGO & COMPANY/MN | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
AMERIPRISE FINANCIAL INC | 22 | 2 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 24 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 23 |
Sanchez Wealth Management Group | 23 | 23 | 6.89% | 11.02% | 14.05% | Q1 2018 | Q3 2023 | 23 |
Carroll Financial Associates, Inc. | 23 | 23 | 0.00% | 0.09% | 0.14% | Q1 2016 | Q3 2021 | 23 |
Schneider Downs Wealth Management Advisors, LP | 23 | 23 | 0.29% | 0.44% | 0.56% | Q1 2018 | Q3 2023 | 23 |
CHILTON CAPITAL MANAGEMENT LLC | 23 | 23 | 0.02% | 0.06% | 0.08% | Q1 2018 | Q3 2023 | 23 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 22 | 22 | 0.00% | 0.31% | 0.62% | Q3 2015 | Q4 2020 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 22 | 0.00% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES TRUST N.A. | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q4 2022 | 21 |
IHT Wealth Management, LLC | 21 | 21 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 21 |
Dynamic Advisor Solutions LLC | 20 | 20 | 0.02% | 0.14% | 0.24% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.04% | 0.29% | 1.83% | Q4 2018 | Q3 2023 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 18 | 18 | 0.02% | 0.16% | 0.64% | Q2 2019 | Q3 2023 | 18 |
American Portfolios Advisors | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 18 |
Brinker Capital Investments, LLC | 17 | 17 | 0.02% | 0.13% | 0.55% | Q4 2018 | Q4 2022 | 17 |
Moloney Securities Asset Management, LLC | 17 | 17 | 0.07% | 0.22% | 0.32% | Q3 2019 | Q3 2023 | 17 |
OPPENHEIMER & CO INC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Fernwood Investment Management, LLC | 16 | 16 | 0.13% | 0.18% | 0.20% | Q4 2019 | Q3 2023 | 16 |
BLAIR WILLIAM & CO/IL | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
FMR LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 16 |
Kathmere Capital Management, LLC | 16 | 16 | 0.06% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Bryn Mawr Capital Management, LLC | 7 | 2 | 0.08% | 0.18% | 0.29% | Q1 2017 | Q4 2021 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 16 |
GRIMES & COMPANY, INC. | 15 | 15 | 0.82% | 3.33% | 4.99% | Q1 2020 | Q3 2023 | 15 |
Rossmore Private Capital | 15 | 15 | 0.20% | 0.24% | 0.32% | Q1 2020 | Q3 2023 | 15 |
Capital Advisors, Ltd. LLC | 15 | 15 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Atria Investments, Inc | 13 | 2 | 0.02% | 0.03% | 0.09% | Q4 2019 | Q3 2023 | 15 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q2 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
JPMORGAN CHASE & CO | 10 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 14 |
Global Retirement Partners, LLC | 9 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 14 |
ERn Financial, LLC | 14 | 14 | 0.48% | 0.80% | 1.12% | Q2 2020 | Q3 2023 | 14 |
Beacon Financial Advisory LLC | 13 | 13 | 0.14% | 0.15% | 0.19% | Q3 2020 | Q3 2023 | 13 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.04% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Orion Portfolio Solutions, LLC | 8 | 1 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 12 |
Miracle Mile Advisors, LLC | 12 | 12 | 0.10% | 0.14% | 0.16% | Q1 2019 | Q4 2021 | 12 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 12 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2019 | 12 |
Arkadios Wealth Advisors | 12 | 12 | 0.00% | 0.57% | 1.34% | Q4 2020 | Q3 2023 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.06% | 0.10% | 0.15% | Q4 2020 | Q3 2023 | 12 |
IAM Advisory, LLC | 9 | 2 | 6.46% | 7.80% | 9.45% | Q4 2020 | Q3 2023 | 11 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 2 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q3 2023 | 11 |
Westside Investment Management, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 11 |
SIGNATUREFD, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2021 | 10 |
Geneos Wealth Management Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2018 | 10 |
Cornerstone Wealth Management, LLC | 10 | 10 | 0.03% | 0.05% | 0.08% | Q1 2019 | Q2 2021 | 10 |
Jacobi Capital Management LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2021 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
PARK AVENUE SECURITIES LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q3 2023 | 10 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2019 | 9 |
Goodman Advisory Group, LLC | 8 | 8 | 2.71% | 6.30% | 8.49% | Q4 2021 | Q3 2023 | 8 |
Sageworth Trust Co of South Dakota | 8 | 8 | 0.33% | 0.60% | 0.84% | Q4 2021 | Q3 2023 | 8 |
HILL ISLAND FINANCIAL LLC | 8 | 8 | 6.19% | 6.96% | 7.59% | Q4 2021 | Q3 2023 | 8 |
Stonebridge Capital Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
COLUMBIA ADVISORY PARTNERS LLC | 8 | 8 | 1.99% | 8.88% | 13.78% | Q4 2021 | Q3 2023 | 8 |
Avidian Wealth Solutions, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Garrett Wealth Advisory Group, LLC | 8 | 8 | 0.62% | 0.83% | 1.03% | Q4 2018 | Q3 2020 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.30% | 0.38% | 0.68% | Q4 2021 | Q3 2023 | 8 |
Avant Capital LLC | 8 | 8 | 0.41% | 0.42% | 0.45% | Q4 2021 | Q3 2023 | 8 |
OneAscent Wealth Management LLC | 7 | 1 | 0.25% | 0.68% | 1.53% | Q3 2021 | Q3 2023 | 8 |
Capital Investment Advisory Services, LLC | 8 | 8 | 0.27% | 0.30% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Ten Capital Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2023 | 8 |
Cetera Investment Advisers | 8 | 8 | 0.01% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.17% | 0.23% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Retirement Planning Group, LLC | 7 | 7 | 0.17% | 3.42% | 4.78% | Q2 2018 | Q4 2019 | 7 |
COMERICA BANK | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 7 |
GOLDMAN SACHS GROUP INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 7 |
Commonwealth Equity Services, Inc | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2017 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.20% | 0.23% | 0.26% | Q4 2021 | Q3 2023 | 7 |
SigFig Wealth Management, LLC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
ACG Wealth | 7 | 7 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q2 2019 | 7 |
Cooper Financial Group | 6 | 6 | 1.32% | 1.39% | 1.49% | Q2 2022 | Q3 2023 | 6 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.25% | 0.34% | 0.43% | Q1 2020 | Q3 2023 | 6 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Beirne Wealth Consulting Services, LLC | 5 | 5 | 0.17% | 0.30% | 0.39% | Q3 2022 | Q3 2023 | 5 |
MASSMUTUAL TRUST CO FSB/ADV | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 5 |
Equitable Holdings, Inc. | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 5 |
VALLEY NATIONAL ADVISERS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
Julex Capital Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Institute for Wealth Management, LLC. | 4 | 4 | 0.14% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
JOURNEY STRATEGIC WEALTH LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Palo Capital, Inc. | 4 | 4 | 0.67% | 0.73% | 0.77% | Q1 2018 | Q4 2018 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TNF LLC | 4 | 4 | 0.12% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
PEAPACK GLADSTONE FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisor Networks LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 4 |
HighTower Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q2 2018 | 3 |
Freedman Financial Associates, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Sageworth Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
TOTAL INVESTMENT MANAGEMENT INC | 3 | 3 | 11.42% | 12.46% | 13.01% | Q4 2016 | Q2 2017 | 3 |
WFG Advisors, LP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2016 | 3 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q4 2021 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 0.10% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 3 |
James J. Burns & Company, LLC | 3 | 3 | 0.09% | 0.13% | 0.19% | Q1 2023 | Q3 2023 | 3 |
EP Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
AdvisorNet Financial, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Patriot Financial Group Insurance Agency, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.19% | 0.21% | 0.24% | Q1 2023 | Q3 2023 | 3 |
McClarren Financial Advisors, Inc. | 2 | 1 | 0.02% | 0.09% | 0.12% | Q2 2021 | Q1 2023 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Concentrum Wealth Management | 3 | 3 | 0.24% | 0.26% | 0.28% | Q2 2019 | Q4 2019 | 3 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Hills Bank & Trust Co | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 2 |
MML INVESTORS SERVICES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Bellwether Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Kingsview Wealth Management, LLC | 2 | 2 | 0.42% | 0.47% | 0.51% | Q3 2019 | Q4 2019 | 2 |
MainStreet Investment Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 2 |
Diligent Investors, LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q1 2017 | Q2 2017 | 2 |
J.W. COLE ADVISORS, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Ford Financial Group, LLC | 2 | 2 | 0.50% | 0.54% | 0.59% | Q3 2022 | Q4 2022 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2021 | 2 |
HHM Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
IFC Holdings Incorporated/FL | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q4 2017 | 2 |
Fortress Wealth Management, Inc. | 2 | 2 | 3.54% | 3.56% | 3.58% | Q4 2021 | Q1 2022 | 2 |
Heritage Financial Services, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2018 | Q4 2018 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Jefferies Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
Coastline Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
PRIVATE TRUST CO NA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Advisory Services Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
StoneX Group Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
B, B, H, & B INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
WIN ADVISORS, INC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q3 2023 | Q3 2023 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Taylor Hoffman Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
External links
This page lists all the filers that currently own JOHN HANCOCK EXCHANGE TRADED or have owned JOHN HANCOCK EXCHANGE TRADED in the past.