| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2024 | 12 |
| Ellsworth Advisors, LLC | 11 | 11 | 0.18% | 2.97% | 6.74% | Q4 2021 | Q2 2024 | 11 |
| Tower Research Capital LLC (TRC) | 9 | 1 | 0.00% | 0.00% | 0.03% | Q3 2021 | Q1 2024 | 10 |
| BANK OF AMERICA CORP /DE/ | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 9 |
| Morton Capital Management LLC/CA | 9 | 9 | 1.39% | 7.47% | 10.85% | Q2 2022 | Q2 2024 | 9 |
| FAS Wealth Partners, Inc. | 8 | 8 | 0.02% | 0.24% | 0.61% | Q4 2021 | Q3 2023 | 8 |
| Compass Ion Advisors, LLC | 8 | 8 | 0.05% | 0.07% | 0.09% | Q3 2022 | Q2 2024 | 8 |
| US BANCORP \DE\ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 |
| Cohanzick Management, LLC | 2 | 1 | 0.03% | 0.20% | 0.41% | Q3 2021 | Q4 2023 | 6 |
| UBS Group AG | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2024 | 5 |
| EP Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2024 | 5 |
| Westbourne Investment Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2024 | 5 |
| Lehman & Derafelo Financial Resources LLC | 4 | 4 | 0.07% | 0.10% | 0.13% | Q1 2022 | Q4 2022 | 4 |
| Hollow Brook Wealth Management LLC | 4 | 4 | 0.58% | 0.79% | 0.96% | Q3 2021 | Q2 2022 | 4 |
| Rain Capital Management, LLC | 4 | 4 | 0.34% | 1.06% | 1.48% | Q2 2022 | Q1 2023 | 4 |
| THRIVENT FINANCIAL FOR LUTHERANS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
| MONEY CONCEPTS CAPITAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
| SIGNATUREFD, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
| NewEdge Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2024 | Q2 2024 | 2 |
| MUFG Americas Holdings Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
| ROYAL BANK OF CANADA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
| OSAIC HOLDINGS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
| New England Private Wealth Advisors LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2022 | Q4 2022 | 1 |
| JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
This page lists all the filers that currently own TRUST FOR PROFESSIONAL MANAG or have owned TRUST FOR PROFESSIONAL MANAG in the past.