JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF - Net Long/Short Value

صندوق جي بي مورغان المتداول في البورصة - صندوق جي بي مورغان ناسداك للأسهم المميزة للدخل
US ˙ NasdaqGM ˙ US46654Q2030

JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF - Net Long/Short Value
توفر هذه الصفحة صافي التقييمات الطويلة/القصيرة لكل ملكية مؤسسية تم الإبلاغ عنها عبر تصريحات 13F أو NPORT. لحساب صافي القيمة الطويلة/القصيرة، نضيف قيمة حقوق الملكية إلى قيمة خيار الشراء ونطرح قيمة خيار البيع. الصناديق التي تبلغ عن مراكز اقتراض قصير ستبلغ عن قيم الأسهم على أنها سلبية. سيكون لصافي المراكز الطويلة أرقام موجبة في العمود الصافي الطويل/القصير، وسيكون لصافي المراكز القصيرة قيم سالبة في هذا العمود.
المالك قيمة الأسهم
(1000 دولار)
قيمة الشراء
(1000 دولار)
قيمة البيع
(1000 دولار)
صافي طويل / قصير
(1000 دولار)
Cornerstone Planning Group LLC
Briaud Financial Planning, Inc
TDSC - Exchange Listed Funds Trust - Cabana Target Drawdown 10 ETF
Garden State Investment Advisory Services LLC
Cooper Financial Group
Quantinno Capital Management LP
Stephens Inc /ar/
Sterling Investment Advisors, Ltd.
Sunbelt Securities, Inc.
Creekmur Asset Management LLC
Creative Planning
Jones Financial Companies Lllp
Fortress Wealth Group, LLC
J.w. Cole Advisors, Inc.
Venture Visionary Partners LLC
Capital A Wealth Management, LLC
Richmond Investment Services, LLC
Planning Directions Inc
Insigneo Advisory Services, Llc
Murphy & Mullick Capital Management Corp
Grant/GrossMendelsohn, LLC
Alpine Bank Wealth Management
Advance Capital Management, Inc.
Savant Capital, LLC
Wealth Management Partners, LLC
Corps Capital Advisors, LLC
MAI Capital Management
Napatree Capital Llc
Castle Rock Wealth Management, LLC
Institute for Wealth Management, LLC.
Consilium Wealth Advisory, LLC
Hantz Financial Services, Inc.
Cerity Partners LLC
Florida Financial Advisors, Llc
PKS Advisory Services, LLC
Atlantic Union Bankshares Corp
Wealthspire Advisors, LLC
TCG Advisory Services, LLC
Umb Bank N A/mo
Verity Asset Management, Inc.
Belpointe Asset Management LLC
Avion Wealth
Lodestar Private Asset Management Llc
CENTRAL TRUST Co
Soundwatch Capital LLC
Asset Dedication, LLC
DAVENPORT & Co LLC
Narus Financial Partners, LLC
Hexagon Capital Partners LLC
Winebrenner Capital Management Llc
Summit Wealth Partners, LLC
GAMMA Investing LLC
Centurion Wealth Management LLC
Morse Asset Management, Inc
Fortis Advisors, LLC
Pnc Financial Services Group, Inc.
Panoramic Investment Advisors, Llc
Salomon & Ludwin, LLC
Silverlake Wealth Management Llc
Red Crane Wealth Management, Llc
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class
HighTower Advisors, LLC
Coordinated Financial Services, Inc./CO
Colony Group, LLC
Brown Miller Wealth Management, LLC
Wells Fargo & Company/mn
Barclays Plc
Rialto Wealth Management, LLC
Baird Financial Group, Inc.
Dynamic Advisor Solutions LLC
Cambridge Advisors Inc.
Forum Financial Management, LP
Howard Capital Management Inc.
Montecito Bank & Trust
Frederick Financial Consultants, LLC
Sound Income Strategies, LLC
Snowden Capital Advisors LLC
Koshinski Asset Management, Inc.
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares
BRYN MAWR TRUST Co
Mirae Asset Global Investments Co., Ltd.
Future Financial Wealth Managment LLC
PFG Investments, LLC
Avidian Wealth Solutions, LLC
EverSource Wealth Advisors, LLC
Tcfg Wealth Management, Llc
Raymond James Financial Inc
Tradition Wealth Management, LLC
American Trust
ATCAX - Northern Lights Fund Trust IV - Anchor Risk Managed Credit Strategies Fund Advisor Class Shares
NCP Inc.
ZEGA Investments, LLC
Ping Capital Management, Inc.
BancorpSouth Bank
Rothschild Investment Llc
Aqr Capital Management Llc
Hibernia Wealth Partners, LLC
Boreal Capital Management LLC
Harbor Investment Advisory, Llc
Retirement Guys Formula Llc
Safeguard Investment Advisory Group, LLC
Csenge Advisory Group
Milestone Asset Management, Llc
MidWestOne Financial Group, Inc.
We Are One Seven, LLC
Lighthouse Financial LLC
Thurston, Springer, Miller, Herd & Titak, Inc.
Cary Street Partner Investment Advisory Llc
Strategic Blueprint, LLC
Apexium Financial, Lp
Claudia M.p. Batlle, Crp (r) Llc
Foresight Capital Management Advisors, Inc.
Investment Planning Advisors, Inc.
Financial Partners Group, Inc
Sandy Spring Bank
Pennsylvania Capital Management Inc /adv
Roxbury Financial LLC
Mascoma Wealth Management LLC
Rockingstone Advisors LLC
GWM Advisors LLC
Ridgecrest Wealth Partners, Llc
Baker Avenue Asset Management, LP
Cape Investment Advisory, Inc.
Perigon Wealth Management, LLC
Patron Partners Advisors, Llc
Comerica Bank
Stratos Wealth Partners, LTD.
N.E.W. Advisory Services LLC
Owen LaRue, LLC
Main Street Group, LTD
Granite Harbor Advisors, Inc.
Capstone Wealth Management Group LLC
Gotham Asset Management, LLC
BTS Asset Management, Inc.
Orion Portfolio Solutions, LLC
Marion Wealth Management
Goldstone Financial Group, LLC
Marks Wealth, LLC
Bank Of Montreal /can/
Kestra Advisory Services, LLC
Atria Investments Llc
Sheaff Brock Investment Advisors, LLC
Centaurus Financial, Inc.
HBW Advisory Services LLC
Monterey Private Wealth, Inc.
Fortress Financial Solutions, LLC
Wealthspan Partners, Llc
Lokken Investment Group LLC
Wealth Effects Llc
Northwestern Mutual Wealth Management Co
Total Investment Management Inc
Cwm, Llc
Abbot Financial Management, Inc.
New England Private Wealth Advisors LLC
Financial Advisory Service, Inc.
MCTOX - Modern Capital Funds Trust - Modern Capital Tactical Opportunities Fund Class A Shares
Quadrature Capital Ltd
Westwood Holdings Group Inc
Nations Financial Group Inc, /ia/ /adv
Cary Street Partners Financial Llc
Navis Wealth Advisors, LLC
Richard W. Paul & Associates, LLC
CIBC World Markets Inc.
Trexquant Investment LP
Tyler-Stone Wealth Management
Autumn Glory Partners, LLC
Key Client Fiduciary Advisors, LLC
Nbt Bank N A /ny
Bank of New York Mellon Corp
Cascade Wealth Advisors, Inc
Founders Financial Alliance, LLC
Personal Cfo Solutions, Llc
Operose Advisors LLC
Gwn Securities Inc.
Consolidated Portfolio Review Corp
Front Row Advisors LLC
AdvisorNet Financial, Inc
Hazlett, Burt & Watson, Inc.
Signal Advisors Wealth, LLC
Bernardo Wealth Planning LLC
NWF Advisory Services Inc.
James Reed Financial Services, Inc.
Coston, McIsaac & Partners
Means Investment Co., Inc.
Security National Bank
Kovack Advisors, Inc.
Paradigm, Strategies in Wealth Management, LLC
Birchcreek Wealth Management, LLC
Putnam Fl Investment Management Co
Level Four Advisory Services, Llc
Carnegie Lake Advisors LLC
Wealth Enhancement Advisory Services, Llc
Novare Capital Management Llc
Redhawk Wealth Advisors, Inc.
Maia Wealth LLC
RiverFront Investment Group, LLC
Runnymede Capital Advisors, Inc.
IFG Advisory, LLC
Hennion & Walsh Asset Management, Inc.
SJS Investment Consulting Inc.
Beacon Capital Management, Inc.
Independent Investors Inc
Steele Capital Management, Inc.
Lifeworks Advisors, LLC
BTG Pactual Asset Management US LLC
Intrepid Financial Planning Group LLC
Jacobi Capital Management LLC
Diversify Wealth Management, Llc
Newport Capital Group, LLC
Evolution Wealth Advisors, LLC
Legacy Financial Strategies, LLC
NCM Capital Management, LLC
Private Trust Co Na
Tempus Wealth Planning, LLC
Blair William & Co/il
RFG Advisory, LLC
Cresset Asset Management, LLC
CIBC Private Wealth Group, LLC
Visionary Wealth Advisors
Td Private Client Wealth Llc
D.a. Davidson & Co.
Shepherd Financial Partners LLC
UMA Financial Services, Inc.
Allen Capital Group, LLC
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
Reyes Financial Architecture, Inc.
Concorde Financial Corp
Coastal Bridge Advisors, LLC
Mascagni Wealth Management, Inc.
Latitude Advisors, LLC
Secured Retirement Advisors, Llc
World Equity Group, Inc.
JT Stratford LLC
Ergawealth Advisors, Inc.
Virtus ETF Advisers LLC
Hohimer Wealth Management, Llc
Lebenthal Global Advisors, LLC
Etesian Wealth Advisors, Inc.
Delta Investment Management, LLC
FRG Family Wealth Advisors LLC
SMART Wealth LLC
HighMark Wealth Management LLC
Princeton Global Asset Management LLC
Spire Wealth Management
Quest 10 Wealth Builders, Inc.
Paladin Advisory Group, LLC
Bell Bank
Hartland & Co., LLC
Jaffetilchin Investment Partners, LLC
Global Trust Asset Management, LLC
Samalin Investment Counsel, LLC
Capital Investment Advisors, LLC
Tower Research Capital LLC (TRC)
Kmg Fiduciary Partners, Llc
Commerce Bank
Eagle Bluffs Wealth Management LLC
Balboa Wealth Partners
Mountain Capital Investment Advisors, Inc
Compass Financial Services Inc
Fifth Third Bancorp
Pasadena Private Wealth, LLC
Advisor Group Holdings, Inc.
High Net Worth Advisory Group LLC
Franklin Resources Inc
Clarity Wealth Advisors, LLC
Moors & Cabot, Inc.
Evergreen Wealth Solutions, LLC
Syntegra Private Wealth Group, LLC
StoneCrest Wealth Management, Inc.
Country Club Bank /gfn
Sovereign Financial Group, Inc.
Herold Advisors, Inc.
Sowell Financial Services LLC
Integrated Wealth Concepts LLC
PFG Advisors
Mutual Advisors, LLC
Signaturefd, Llc
Generation Capital Management LLC
BlackDiamond Wealth Management Inc.
Mechanics Bank Trust Department
Focused Wealth Management, Inc
Argyle Capital Partners, LLC
Kraematon Investment Advisors, Inc
Harbour Investments, Inc.
Delos Wealth Advisors, LLC
Geneos Wealth Management Inc.
Citizens Financial Group Inc/ri
Janney Montgomery Scott LLC
Hilltop Wealth Advisors, Llc
GPS Wealth Strategies Group, LLC
Sofos Investments, Inc.
AE Wealth Management LLC
Seacrest Wealth Management, Llc
Steel Peak Wealth Management LLC
Blue Rock Wealth Management LLC
Pinnacle Bancorp, Inc.
Vista Wealth Management Group, LLC
5T Wealth, LLC
Skyline Advisors, Inc.
Jpmorgan Chase & Co
Yukon Wealth Management, Inc.
Vienna Asset Management LLC
Mountain Hill Investment Partners Corp.
CFO4Life Group, LLC
Chung Wu Investment Group, LLC
Good Life Advisors, LLC
Arete Wealth Advisors, LLC
Financial Management Professionals, Inc.
Investor's Fiduciary Advisor Network, LLC
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
Meridian Financial Partners LLC
Greater Midwest Financial Group, LLC
Strategic Financial Concepts, LLC
Asset Allocation Strategies LLC
Pacific Center for Financial Services
Family Management Corp
Hopwood Financial Services, Inc.
Cullen/frost Bankers, Inc.
Sulzberger Capital Advisors, Inc.
Sandbox Financial Partners, LLC
DHJJ Financial Advisors, Ltd.
Hsbc Holdings Plc
Littlejohn Financial Services, Inc.
Coordinated Financial Services, Inc.
Kovitz Investment Group Partners, LLC
VestGen Advisors, LLC
ELCO Management Co., LLC
Proathlete Wealth Management Llc
Private Advisor Group, LLC
Beck Capital Management, Llc
Pointe Capital Management LLC
Thomasville National Bank
Captrust Financial Advisors
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares
Susquehanna International Group, Llp
Concorde Asset Management, LLC
Ameriflex Group, Inc.
J.Safra Asset Management Corp
NFP Retirement, Inc.
Fortitude Advisory Group L.L.C.
Ssa Swiss Advisors Ag
UBS Group AG
Prosperity Financial Group, Inc.
Lido Advisors, LLC
Stonebridge Financial Group, LLC
Pin Oak Investment Advisors Inc
Southland Equity Partners LLC
AlphaCore Capital LLC
Cyndeo Wealth Partners, LLC
Belvedere Trading LLC
Montz Harcus Wealth Management LLC
Kennedy Investment Group
XML Financial, LLC
Members Advisory Group LLC
CAP Partners, LLC
Frontier Asset Management, LLC
Johnson & White Wealth Management, LLC
Concord Asset Management, LLC/VA
Matisse Capital
Palacios Wealth Management, LLC
Crossmark Global Holdings, Inc.
Harvest Investment Services, LLC
Money Concepts Capital Corp
Activest Wealth Management
Change Path, LLC
Gateway Wealth Partners, LLC
Roble, Belko & Company, Inc
Cora Capital Advisors Llc
Mml Investors Services, Llc
Ballast, Inc.
Cambridge Investment Research Advisors, Inc.
Atlantic Private Wealth, LLC
San Luis Wealth Advisors LLC
SRS Capital Advisors, Inc.
Great Valley Advisor Group, Inc.
Procyon Private Wealth Partners, LLC
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund
Smith, Moore & Co.
Requisite Capital Management, LLC
Commonwealth Equity Services, Llc
Nwam Llc
LRI Investments, LLC
Patriot Financial Group Insurance Agency, LLC
Beacon Capital Management, LLC
New Republic Capital, LLC
Wiley Bros.-aintree Capital, Llc
Capital Advisors, Ltd. LLC
Oregon Pacific Wealth Management, LLC
Northern Lights Fund Trust IV - Brookstone Yield ETF
Cahill Financial Advisors Inc
Beacon Financial Planning, Inc
Ronald Blue Trust, Inc.
Morgan Stanley
Stillwater Wealth Management Group
Helium Advisors LLC
TNMAX - 1290 Funds - 1290 Multi-Alternative Strategies Fund Class A
MBA Advisors LLC
Marshall Financial Group LLC
Nbc Securities, Inc.
Moloney Securities Asset Management, LLC
Searle & Co.
Signature Estate & Investment Advisors Llc
Cathy Pareto & Associates, Inc
Triumph Capital Management
Seelaus Asset Management LLC
Fountainhead AM, LLC
Dover Advisors, Llc
Oppenheimer & Co Inc
Modus Advisors, LLC
Parallel Advisors, LLC
Ring Mountain Capital, LLC
Trajan Wealth LLC
Slagle Financial, LLC
Flynn Zito Capital Management, Llc
Traynor Capital Management, Inc.
Savvy Advisors, Inc.
Clarendon Private LLC
Brookstone Capital Management
Ashton Thomas Securities, Llc
CWA Asset Management Group, LLC
Prevail Innovative Wealth Advisors, Llc
Ignite Planners, LLC
Tortoise Investment Management, LLC
McAdam, LLC
Dudley Capital Management, Llc
KFA Private Wealth Group, LLC
Cetera Investment Advisers
Central Pacific Bank - Trust Division
Beacon Financial Advisory LLC
NorthRock Partners, LLC
Eldridge Investment Advisors, Inc.
Concurrent Investment Advisors, LLC
Retirement Planning Group, Llc / Ny
Whittier Trust Co Of Nevada Inc
Betterment LLC
Equitable Holdings, Inc.
Mariner, LLC
Zuckerman Investment Group, LLC
BlackRock, Inc.
Financially Speaking Inc
Sentinus, LLC
Appleton Partners Inc/ma
Natixis Advisors, L.p.
Interchange Capital Partners, LLC
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
IHT Wealth Management, LLC
Ironsides Asset Advisors, LLC
M.e. Allison & Co., Inc.
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Capital Investment Advisory Services, LLC
Atria Wealth Solutions, Inc.
Bridgewealth Advisory Group, LLC
Cornerstone Wealth Management, LLC
Heritage Wealth Advisors
Tritonpoint Wealth, Llc
Sheets Smith Wealth Management
Evercore Wealth Management, LLC
Cascade Financial Partners, LLC
Prospera Financial Services Inc
Mcdonald Partners Llc
TigerOak Management, L.L.C.
ADG Wealth Management Group, LLC
Yarger Wealth Strategies, Llc
Herbst Group, Llc
Synovus Financial Corp
Advisor Resource Council
Strategic Advisors LLC
Foundations Investment Advisors, LLC
M&t Bank Corp
Financial Guidance Group, Inc.
ONE Advisory Partners, LLC
Salem Investment Counselors Inc
Ulland Investment Advisors, LLC
Us Bancorp \de\
Columbia Asset Management
Melia Wealth LLC
BEAM Asset Management, LLC
Congress Wealth Management LLC / DE /
Orgel Wealth Management, LLC
Main Street Financial Solutions, LLC
Aft, Forsyth & Company, Inc.
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
Anchor Capital Management Group Inc
Armor Investment Advisors, LLC
YFYA - Listed Funds Trust - Yields for You Income Strategy A ETF
Ellis Investment Partners, LLC
Costello Asset Management, INC
Caitlin John, LLC
Colonial River Wealth Management, LLC
Walker Financial Services, Inc.
M Holdings Securities, Inc.
Capital Analysts, Inc.
Argent Trust Co
White Knight Strategic Wealth Advisors, LLC
Colonial Trust Co / SC
Beaird Harris Wealth Management, LLC
CLSM - Exchange Listed Funds Trust - Cabana Target Leading Sector Moderate ETF
Envestnet Asset Management Inc
Robertson Stephens Wealth Management, LLC
JSF Financial, LLC
Stifel Financial Corp
RPg Family Wealth Advisory, LLC
Larson Financial Group LLC
Fundamentun, Llc
Foguth Wealth Management, LLC.
Johnson Investment Counsel Inc
Smith Chas P & Associates Pa Cpas
Welch Group, LLC
Continuum Advisory, LLC
Centricity Wealth Management, LLC
U.S. Capital Wealth Advisors, LLC
City State Bank
FNY Investment Advisers, LLC
Chicago Partners Investment Group LLC
Consolidated Planning Corp
Global Assets Advisory, LLC
Park Square Financial Group, LLC
AlphaStar Capital Management, LLC
Bear Mountain Capital, Inc.
Brinker Capital Investments, LLC
VisionPoint Advisory Group, LLC
O'shaughnessy Asset Management, Llc
Caerus Investment Advisors, LLC
PDS Planning, Inc
21 West Wealth Management LLC
Hilton Capital Management, LLC
Haverford Trust Co
Confluence Wealth Services, Inc.
Rockefeller Capital Management L.P.
Morey & Quinn Wealth Partners, LLC
Pinnacle Associates Ltd
Secure Asset Management, LLC
Riggs Asset Managment Co. Inc.
International Assets Investment Management, Llc
Dorsey & Whitney Trust CO LLC
Ausdal Financial Partners, Inc.
Buckingham Strategic Partners
Claris Financial LLC
West Michigan Advisors, Llc
Elwood & Goetz Wealth Advisory Group, LLC
IVC Wealth Advisors LLC
Miller Wealth Advisors, Llc
VSM Wealth Advisory, LLC
Centerpoint Advisors, LLC
Transce3nd, LLC
Total Clarity Wealth Management, Inc.
Tompkins Financial Corp
Crowley Wealth Management, Inc.
Ieq Capital, Llc
Sequoia Financial Advisors, LLC
Sigma Planning Corp
Legacy Bridge, LLC
Capital Advisors Inc/ok
ENDW - EA Series Trust - Cambria Endowment Style ETF
Hollencrest Capital Management
Rsm Us Wealth Management Llc
Thrivent Financial For Lutherans
Becker Capital Management Inc
Private Capital Advisors, Inc.
Socha Financial Group, LLC
Bank Of America Corp /de/
Perissos Private Wealth Management, LLC
Crescent Grove Advisors, LLC
Forefront Wealth Management Inc.
Hamel Associates, Inc.
Teamwork Financial Advisors, LLC
Kingswood Wealth Advisors, Llc
Bfsg, Llc
Independence Bank of Kentucky
Semmax Financial Advisors Inc.
Bay Rivers Group
Modera Wealth Management, LLC
Lifestyle Asset Management, Inc.
Novem Group
Smallwood Wealth Investment Management, LLC
Russell Investments Group, Ltd.
Tidemark, LLC
LPL Financial LLC
Avantax Advisory Services, Inc.
Advisory Resource Group
Mendel Capital Management LLC
Trinity Legacy Partners, LLC
Nautilus Advisors LLC
Family Investment Center, Inc.
Westbourne Investments, Inc.
Empire Financial Management Company, LLC
Calton & Associates, Inc.
Qube Research & Technologies Ltd
Pensionmark Financial Group, Llc
Westend Capital Management LLC
Pure Financial Advisors, Inc.
BCS Wealth Management
Redwood Financial Network Corp
Selway Asset Management
Delta Financial Group, Inc.
SBI Securities Co., Ltd.
Blodgett Wealth Advisors, Llc
Putney Financial Group LLC
Tranquility Partners, LLC
Prime Capital Investment Advisors, LLC
Northern Trust Corp
BankPlus Trust Department
4wealth Advisors, Inc.
Tyche Wealth Partners LLC
Saxony Capital Management, LLC
Longview Financial Advisors LLC
FTRAX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart Retirement Income Fund CLASS A
Cornerstone Advisory, LLC
Essex Financial Services, Inc.
Marshall & Sterling Wealth Advisors Inc.
Keybank National Association/oh
ORBA Wealth Advisors, L.L.C.
Wellington Shields & Co., LLC
NewEdge Wealth, LLC
FSC Wealth Advisors, LLC
GeoWealth Management, LLC
Envestnet Portfolio Solutions, Inc.
Purus Wealth Management, LLC
Barnes Wealth Management Group, Inc
Nemes Rush Group LLC
Twin Peaks Wealth Advisors, LLC
Bellevue Asset Management, Llc
Legacy Private Trust Co.
Cozad Asset Management Inc
Benjamin Edwards Inc
SILVER OAK SECURITIES, Inc
Camden Capital, LLC
Pinnacle Wealth Management Advisory Group, LLC
Wedbush Securities Inc
TD Waterhouse Canada Inc.
Bradley Foster & Sargent Inc/ct
AllSquare Wealth Management LLC
New Wave Wealth Advisors Llc
Kelly Financial Services LLC
Ehrlich Financial Group
Lake Street Financial Llc
D'Orazio & Associates, Inc.
Valley National Advisers Inc
Thoroughbred Financial Services, Llc
Emerald Investment Partners, Llc
Hilltop Holdings Inc.
Wellington Shields Capital Management, LLC
Kingsview Wealth Management, LLC
Keystone Wealth Services, LLC
Clear Creek Financial Management, LLC
SkyOak Wealth, LLC
Financial Gravity Companies, Inc.
Wealthfront Advisers Llc
Thompson Davis & Co., Inc.
Smartleaf Asset Management LLC
TFC Financial Management
Global Retirement Partners, LLC
Innovative Wealth Building LLC
Beacon Pointe Advisors, LLC
Daymark Wealth Partners, Llc
Comprehensive Financial Planning, Inc./PA
Global Wealth Strategies & Associates
Integrity Alliance, Llc.
Tactive Advisors, LLC
Transcend Wealth Collective, Llc
Arkadios Wealth Advisors
Absolute Capital Management, LLC
Park Avenue Securities Llc
National Asset Management, Inc.
Financial Management Network Inc
Abel Hall, LLC
Glen Eagle Advisors, LLC
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Cherry Tree Wealth Management, LLC
Wealth Advisors of Iowa, LLC
CVA Family Office, LLC
Xcel Wealth Management, LLC
Marshall Wace, Llp
Assetmark, Inc
ORG Partners LLC
National Bank Of Canada /fi/
Fermata Advisors, LLC
Skopos Labs, Inc.
Invst, LLC
Clay Northam Wealth Management, LLC
Annex Advisory Services, LLC
LexAurum Advisors, LLC
Joseph P. Lucia & Associates, LLC
Resources Investment Advisors, LLC.
Independent Wealth Network Inc.
Citigroup Inc
Coldstream Capital Management Inc
Diversify Advisory Services, LLC
SevenBridge Financial Group, LLC
Royal Bank Of Canada
CI Private Wealth, LLC
Golden State Wealth Management, LLC
Truist Financial Corp
Plan Group Financial, LLC
MADDEN SECURITIES Corp
LGT Financial Advisors LLC
Oliver Lagore Vanvalin Investment Group
Summit Trail Advisors, Llc
Ameriprise Financial Inc
StoneX Group Inc.
Oxinas Partners Wealth Management LLC
SWAN Capital LLC
CoreCap Advisors, LLC
Atlantic Trust, LLC
RDA Financial Network
Graypoint LLC
Steward Partners Investment Advisory, Llc
Fiduciary Alliance LLC
EQ ADVISORS TRUST - 1290 VT Multi-Alternative Strategies Portfolio Class IB
Magnus Financial Group LLC
Axxcess Wealth Management, Llc
Texas Yale Capital Corp.
Tradewinds Capital Management, LLC
Stratos Wealth Advisors, LLC
Aptus Capital Advisors, LLC
Apollon Wealth Management, LLC
Mayflower Financial Advisors, LLC
Integrated Advisors Network LLC
Merit Financial Group, LLC
Farther Finance Advisors, LLC
Armstrong Advisory Group, Inc
Mercer Global Advisors Inc /adv
First PREMIER Bank
HB Wealth Management, LLC
Foster Victor Wealth Advisors, LLC
HBK Sorce Advisory LLC
Strategic Wealth Partners, Ltd.
Gries Financial Llc
Winch Advisory Services, LLC
Sloy Dahl & Holst, LLC
Van Hulzen Asset Management, LLC
TrueWealth Advisors, LLC
MBL Wealth, LLC
Ritholtz Wealth Management
Principle Wealth Partners Llc
Walkner Condon Financial Advisors LLC
SlateStone Wealth, LLC
Guyasuta Investment Advisors Inc
Sunpointe, LLC
Westside Investment Management, Inc.
Headlands Technologies LLC
Fsb Premier Wealth Management, Inc.
Ashton Thomas Private Wealth, LLC
WNY Asset Management, LLC
Principal Securities, Inc.
Onyx Bridge Wealth Group LLC
Gladstone Institutional Advisory LLC
Game Plan Financial Advisors, LLC
Investment Advisory Services Inc /tx /adv
Drive Wealth Management, Llc
Rossby Financial, LCC
Annis Gardner Whiting Capital Advisors, LLC
Iron Horse Wealth Management, LLC
Signature Securities Group Corporation
Marcum Wealth, LLC
Anderson Financial Strategies, LLC
Flagship Harbor Advisors, Llc
Bessemer Group Inc
Huntington National Bank
Coppell Advisory Solutions LLC
Federation des caisses Desjardins du Quebec
Semus Wealth Partners LLC
Brown Advisory Inc
BLVD Private Wealth, LLC
EP Wealth Advisors, Inc.
Wagner Wealth Management, Llc
Focus Financial Network, Inc.
Wick Capital Partners, LLC
Evolution Wealth Management Inc.
Howard Financial Services, Ltd.
Resurgent Financial Advisors LLC
Ameritas Advisory Services, LLC
Citadel Advisors Llc
Wesbanco Bank Inc
Tandem Financial, LLC
Allworth Financial LP
Guided Capital Wealth Management, LLC
IFP Advisors, Inc
Zions Bancorporation, National Association /ut/
Aspect Partners, LLC
Verus Capital Partners, Llc
Advisory Services Network, LLC
Two Sigma Investments, Lp
Greenwich Wealth Management LLC
Kingstone Capital Partners Texas, LLC
Intrua Financial, LLC
Turn8 Private Wealth Inc.
Global Wealth Management Investment Advisory, Inc.
Valmark Advisers, Inc.
Guardian Wealth Advisors, Llc / Nc
Lee Johnson Capital Management, Llc
Chapin Davis, Inc.
Wealthcare Advisory Partners LLC
3Chopt Investment Partners, LLC
Kestra Private Wealth Services, Llc
Trust Co Of Vermont
Midwest Trust Co
Vermillion Wealth Management, Inc.
Krilogy Financial LLC
Comprehensive Money Management Services LLC
Newbridge Financial Services Group, Inc.
Galvin, Gaustad & Stein, LLC
Scotia Capital Inc.
Jane Street Group, Llc
Western Wealth Management, LLC
Concord Wealth Partners
Berger Financial Group, Inc
Capital Advisory Group Advisory Services, LLC
Cedar Mountain Advisors, LLC
Warren Averett Asset Management, LLC
Carr Financial Group Corp
Perennial Investment Advisors, LLC
Childress Capital Advisors, Llc
WFA of San Diego, LLC
Fourth Dimension Wealth, LLC
Woodmont Investment Counsel Llc
Round Rock Advisors, LLC
Gill Capital Partners, Llc
Mayfair Advisory Group, LLC
Scarborough Advisors, LLC
Morgan Dempsey Capital Management Llc
Redwood Wealth Management Group, LLC
Lewis Asset Management, LLC
Whipplewood Advisors, LLC
L.m. Kohn & Company
Kfg Wealth Management, Llc
Other Listings
PE:JEPQ
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista