| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
| ALTFEST L J & CO INC | 5 | 5 | 0.10% | 3.14% | 4.01% | Q3 2022 | Q3 2023 | 5 |
| Atria Wealth Solutions, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
| Corient Private Wealth LLC | 4 | 4 | 0.06% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
| TMD Wealth Management, LLC | 4 | 4 | 3.81% | 4.64% | 6.30% | Q4 2022 | Q3 2023 | 4 |
| HHM Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
| HighTower Advisors, LLC | 3 | 3 | 0.00% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
| Matisse Capital | 3 | 3 | 0.22% | 0.24% | 0.25% | Q1 2023 | Q3 2023 | 3 |
| FLOW TRADERS U.S. LLC | 2 | 1 | 0.01% | 0.11% | 0.17% | Q4 2022 | Q3 2023 | 3 |
| Arlington Financial Advisors, LLC | 3 | 3 | 6.71% | 6.89% | 7.16% | Q4 2022 | Q2 2023 | 3 |
| JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
| UBS Group AG | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
| SAXON INTERESTS, INC. | 2 | 2 | 1.29% | 1.31% | 1.34% | Q1 2023 | Q2 2023 | 2 |
| Catalyst Wealth Management, LLC | 2 | 2 | 0.83% | 1.09% | 1.36% | Q4 2022 | Q1 2023 | 2 |
| Apollon Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
| SENTINEL PENSION ADVISORS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
| Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
This page lists all the filers that currently own MATTHEWS ASIA FDS or have owned MATTHEWS ASIA FDS in the past.