FIRST TR EXCHANGE TRADED FD shareholder history

Current and past FIRST TR EXCHANGE TRADED FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.01%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.01%0.02%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.01%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.02%0.03%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.02%0.04%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.01%0.02%0.10%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.09%0.20%Q2 2013Q3 202342
CITIGROUP INC 40400.00%0.01%0.06%Q4 2013Q3 202340
Ancora Advisors LLC 40400.02%0.06%0.14%Q4 2013Q3 202340
NTV ASSET MANAGEMENT LLC 40400.12%0.27%0.40%Q4 2013Q3 202340
Private Advisor Group, LLC 40400.00%0.05%0.16%Q4 2013Q3 202340
D.A. DAVIDSON & CO. 39390.00%0.06%0.10%Q1 2014Q3 202339
Janney Montgomery Scott LLC 3360.01%0.04%0.06%Q4 2013Q3 202339
Cetera Advisors LLC 39390.03%0.07%0.14%Q1 2014Q3 202339
Cambridge Investment Research Advisors, Inc. 39390.03%0.09%0.12%Q1 2014Q3 202339
PNC FINANCIAL SERVICES GROUP, INC. 37370.00%0.00%0.00%Q3 2014Q3 202337
STIFEL FINANCIAL CORP 37370.00%0.01%0.02%Q3 2014Q3 202337
Chicago Partners Investment Group LLC 36360.09%0.38%1.26%Q4 2014Q3 202336
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202336
WEDBUSH SECURITIES INC 2680.03%0.11%0.29%Q4 2014Q3 202334
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1010.00%0.00%0.00%Q2 2013Q3 202334
CIBC WORLD MARKET INC. 2950.00%0.00%0.01%Q4 2013Q3 202334
HighTower Advisors, LLC 3010.00%0.00%0.01%Q4 2014Q3 202333
Stratos Wealth Partners, LTD. 3210.01%0.02%0.04%Q2 2015Q3 202333
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2710.00%0.01%0.05%Q4 2013Q3 202333
Sigma Planning Corp 32320.02%0.14%0.31%Q4 2014Q3 202232
M&T BANK CORP 32320.00%0.00%0.04%Q3 2014Q2 202232
Ameritas Investment Partners, Inc. 32320.00%0.00%0.01%Q4 2015Q3 202332
FIFTH THIRD BANCORP 2430.00%0.00%0.00%Q2 2013Q3 202332
JPMORGAN CHASE & CO 2510.00%0.00%0.00%Q3 2013Q3 202332
Raymond James Financial Services Advisors, Inc. 3020.01%0.05%0.10%Q3 2015Q3 202332
Cetera Investment Advisers 32320.10%0.39%0.87%Q4 2015Q3 202332
IFP Advisors, Inc 17140.00%0.04%0.42%Q4 2015Q3 202331
Geneos Wealth Management Inc. 31310.00%0.01%0.02%Q1 2016Q3 202331
Capital Analysts, LLC 1910.00%0.00%0.00%Q4 2013Q3 202330
B. Riley Wealth Advisors, Inc. 1630.01%0.07%0.24%Q1 2014Q3 202330
Tower Research Capital LLC (TRC) 910.00%0.06%0.22%Q3 2015Q3 202329
US BANCORP \DE\ 2410.00%0.00%0.00%Q4 2013Q2 202329
Cetera Advisor Networks LLC 29290.01%0.05%0.09%Q3 2016Q3 202329
JANE STREET GROUP, LLC 810.00%0.01%0.03%Q1 2014Q2 202328
IHT Wealth Management, LLC 28280.02%0.19%3.34%Q4 2016Q3 202328
Advisory Services Network, LLC 2420.00%0.01%0.03%Q2 2016Q3 202328
Creative Planning 1460.00%0.00%0.00%Q4 2013Q3 202328
BENJAMIN F. EDWARDS & COMPANY, INC. 28280.02%0.08%0.27%Q4 2016Q3 202328
Baird Financial Group, Inc. 1540.00%0.01%0.02%Q2 2015Q4 202228
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.04%0.06%Q2 2013Q4 201927
MML INVESTORS SERVICES, LLC 27270.00%0.20%4.85%Q1 2017Q3 202327
Sandy Spring Bank 27270.00%0.00%0.00%Q1 2017Q3 202327
WINTRUST INVESTMENTS LLC 16110.02%0.19%0.53%Q4 2016Q3 202327
Steward Partners Investment Advisory, LLC 27270.00%0.04%0.06%Q1 2017Q3 202327
BlackRock Inc. 2610.00%0.00%0.00%Q4 2015Q2 202327
Patten Group, Inc. 15120.01%0.05%0.14%Q2 2015Q3 202327
Snowden Capital Advisors LLC 1110.01%0.07%0.16%Q2 2016Q3 202327
Prospera Financial Services Inc 1810.02%0.25%0.47%Q4 2013Q3 202325
Ahrens Investment Partners LLC 25250.25%1.84%3.02%Q1 2017Q1 202325
Atria Investments, Inc 12120.01%0.09%0.29%Q4 2016Q3 202324
APPLETON PARTNERS INC/MA 2220.02%0.04%0.06%Q1 2017Q2 202324
CITY HOLDING CO 24240.01%0.02%0.03%Q4 2017Q3 202324
First Allied Advisory Services, Inc. 2210.01%0.07%0.25%Q2 2014Q3 202024
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.06%0.08%Q4 2017Q3 202324
Cornerstone Wealth Management, LLC 2030.03%0.15%0.26%Q4 2017Q3 202323
GLENMEDE TRUST CO NA 1220.00%0.00%0.00%Q4 2014Q3 202022
Global Retirement Partners, LLC 1050.00%0.01%0.02%Q4 2016Q3 202322
Citadel Advisors 910.00%0.00%0.00%Q3 2015Q3 202322
Baystate Wealth Management LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
Capital Advisory Group Advisory Services, LLC 2110.32%0.57%0.90%Q1 2018Q3 202322
CWM, LLC 1380.00%0.00%0.01%Q2 2018Q3 202321
Clarus Wealth Advisors 21210.10%0.40%0.61%Q2 2018Q2 202321
GOLDMAN SACHS GROUP INC 920.00%0.00%0.00%Q1 2014Q1 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.05%Q3 2018Q3 202321
Brinker Capital Investments, LLC 21210.07%0.11%0.21%Q2 2013Q2 201821
NEXT Financial Group, Inc 1210.00%0.09%0.34%Q2 2014Q1 202121
Concentrum Wealth Management 20200.36%0.60%0.80%Q4 2018Q3 202320
Integrated Wealth Concepts LLC 20200.01%0.06%0.19%Q4 2017Q3 202220
American Portfolios Advisors 20200.00%0.04%0.17%Q4 2017Q3 202220
BB&T SECURITIES, LLC 1190.00%0.02%0.13%Q1 2014Q3 201920
BANK OF MONTREAL /CAN/ 710.00%0.00%0.03%Q1 2014Q3 202320
Prestige Wealth Management Group LLC 20200.03%0.08%0.21%Q4 2018Q3 202320
Cedar Brook Financial Partners, LLC 20200.34%0.57%0.78%Q4 2018Q3 202320
J.P. Morgan Private Wealth Advisors LLC 20200.00%0.01%0.04%Q4 2018Q3 202320
DFPG INVESTMENTS, LLC 20200.05%0.29%0.56%Q4 2018Q3 202320
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Wealthcare Advisory Partners LLC 1020.01%0.02%0.03%Q4 2017Q2 202319
First Heartland Consultants, Inc. 910.00%0.09%0.23%Q2 2013Q1 202219
Spectrum Wealth Advisory Group, LLC 19191.47%2.39%6.57%Q1 2019Q3 202319
RDA Financial Network 19190.20%0.38%0.56%Q1 2019Q3 202319
FMR LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
CALTON & ASSOCIATES, INC. 1610.03%0.31%0.68%Q4 2017Q2 202318
BLAIR WILLIAM & CO/IL 1350.00%0.00%0.00%Q4 2018Q3 202318
PFG Advisors 18180.03%0.15%0.69%Q4 2017Q1 202218
Commonwealth Equity Services, Inc 18180.01%0.04%0.06%Q2 2013Q3 201718
Kovack Advisors, Inc. 1620.07%0.48%2.65%Q3 2015Q3 202318
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
Cascade Investment Advisors, Inc. 18180.01%0.29%0.44%Q2 2019Q3 202318
Intercontinental Wealth Advisors, LLC 1340.01%0.13%0.22%Q4 2018Q2 202317
Investors Research Corp 17170.00%0.05%0.11%Q3 2019Q3 202317
Halpern Financial, Inc. 16160.00%0.02%0.04%Q4 2019Q3 202316
IFG Advisory, LLC 1510.05%0.33%0.66%Q3 2019Q3 202316
TRUIST FINANCIAL CORP 16160.01%0.01%0.01%Q4 2019Q3 202316
SignalPoint Asset Management, LLC 16160.19%0.44%0.62%Q2 2016Q1 202016
Acorn Wealth Advisors, LLC 970.15%0.21%0.31%Q4 2017Q1 202216
Winslow, Evans & Crocker, Inc. 1510.01%0.03%0.08%Q4 2013Q4 202016
MANUFACTURERS LIFE INSURANCE COMPANY, THE 16160.00%0.00%0.00%Q4 2014Q3 201816
StoneX Group Inc. 16160.05%0.18%0.33%Q1 2018Q4 202116
Equitable Holdings, Inc. 16160.01%0.01%0.02%Q4 2019Q3 202316
Ascension Capital Advisors, Inc. 16161.12%2.21%4.04%Q4 2019Q3 202316
Moloney Securities Asset Management, LLC 16160.07%0.12%0.20%Q4 2019Q3 202316
RFG Advisory, LLC 810.01%0.11%0.31%Q3 2017Q3 202316
PACIFIC SUN FINANCIAL CORP 610.61%0.78%1.04%Q1 2018Q2 202315
Rosenberg Matthew Hamilton 15150.01%0.02%0.05%Q1 2020Q3 202315
Advisor Group, Inc. 15150.04%0.06%0.15%Q2 2016Q4 201915
Titus Wealth Management 15150.16%0.26%0.35%Q4 2018Q2 202215
Fernwood Investment Management, LLC 15150.36%0.55%0.68%Q1 2020Q3 202315
NewEdge Advisors, LLC 810.01%0.02%0.04%Q2 2017Q3 202315
Frontier Wealth Management LLC 1230.04%0.07%0.10%Q4 2015Q1 202015
OSAIC HOLDINGS, INC. 15150.01%0.04%0.06%Q1 2020Q3 202315
WFG Advisors, LP 15150.01%0.05%0.07%Q4 2013Q2 201715
Concert Wealth Management Inc. 870.03%0.06%0.14%Q2 2013Q1 201715
AE Wealth Management LLC 14140.00%0.08%0.41%Q2 2020Q3 202314
Financial Architects, Inc 1110.00%0.00%0.01%Q3 2014Q3 201814
CAROLINAS WEALTH CONSULTING LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Atlas Private Wealth Advisors 14140.13%0.82%1.90%Q2 2020Q3 202314
MSI Financial Services Inc 1310.01%0.10%0.27%Q2 2013Q4 201614
MERCER GLOBAL ADVISORS INC /ADV 14140.00%0.01%0.03%Q1 2019Q2 202214
WealthPLAN Partners, LLC 510.00%0.02%0.07%Q1 2015Q2 202313
ADVANTAGE INVESTMENT MANAGEMENT, LLC 13130.00%0.45%1.20%Q1 2015Q1 201813
AVANTAX ADVISORY SERVICES, INC. 13130.01%0.03%0.06%Q3 2020Q3 202313
West Oak Capital, LLC 760.01%0.01%0.01%Q2 2016Q3 201913
Kestra Advisory Services, LLC 13130.03%0.19%0.42%Q3 2020Q3 202313
FLAGSHIP HARBOR ADVISORS, LLC 1030.01%0.01%0.04%Q2 2018Q3 202113
OneDigital Investment Advisors LLC 13130.01%0.02%0.08%Q4 2018Q4 202113
Leelyn Smith, LLC 13130.00%0.03%0.28%Q4 2019Q4 202213
Western Wealth Management, LLC 850.18%0.33%0.54%Q2 2020Q3 202313
Hexagon Capital Partners LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
Investors Capital Advisory Services 12120.06%0.09%0.13%Q3 2013Q2 201612
Intrua Financial, LLC 12120.07%0.14%0.21%Q2 2020Q1 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.02%Q2 2013Q1 201612
SUNTRUST BANKS INC 1110.01%0.01%0.01%Q4 2015Q3 201912
Capital Asset Advisory Services LLC 1020.07%0.20%0.34%Q4 2018Q4 202112
Gladstone Institutional Advisory LLC 1020.02%0.06%0.28%Q3 2019Q3 202312
HUNTINGTON NATIONAL BANK 1110.00%0.00%0.00%Q2 2018Q2 202212
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.11%0.15%0.20%Q4 2018Q3 202112
Ten Capital Wealth Advisors, LLC 12121.20%5.66%13.87%Q3 2020Q2 202312
RAYMOND JAMES TRUST N.A. 840.01%0.01%0.02%Q1 2019Q1 202212
Rockefeller Capital Management L.P. 12120.00%0.00%0.00%Q1 2020Q4 202212
Good Life Advisors, LLC 12120.05%0.52%0.92%Q4 2020Q3 202312
Jaffetilchin Investment Partners, LLC 12120.03%0.15%0.44%Q4 2020Q3 202312
PITTENGER & ANDERSON INC 1020.00%0.03%0.12%Q2 2014Q2 201812
InterOcean Capital Group, LLC 12120.01%0.03%0.05%Q4 2020Q3 202312
Cassia Capital Partners, LLC 832.84%4.08%6.77%Q4 2020Q3 202311
SMITH, MOORE & CO. 11110.03%0.04%0.05%Q3 2020Q1 202311
Jacobi Capital Management LLC 11110.00%0.01%0.01%Q2 2017Q4 201911
Spire Wealth Management 11110.00%0.01%0.03%Q1 2021Q3 202311
Allworth Financial LP 11110.00%0.00%0.00%Q1 2021Q3 202311
Pensionmark Financial Group, LLC 11110.05%0.10%0.13%Q3 2019Q1 202211
VSR Financial Services, Inc. 11110.14%0.24%0.36%Q2 2013Q4 201511
Financial Advocates Investment Management 1010.02%0.05%0.08%Q3 2018Q4 202111
Golden State Wealth Management, LLC 711.11%1.51%2.25%Q1 2019Q1 202211
Clearview Wealth Advisors LLC 11110.01%0.02%0.02%Q4 2020Q2 202311
Accel Wealth Management 11110.09%0.55%1.02%Q1 2021Q3 202311
Qube Research & Technologies Ltd 650.00%0.01%0.04%Q1 2020Q2 202311
Avior Wealth Management, LLC 910.01%0.02%0.04%Q1 2017Q3 202310
GPS Wealth Strategies Group, LLC 730.01%0.01%0.02%Q1 2021Q3 202310
Purus Wealth Management, LLC 10100.16%0.32%0.54%Q2 2021Q3 202310
SRS Capital Advisors, Inc. 10100.71%0.89%1.00%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.14%0.29%0.61%Q1 2021Q3 202310
Triton Wealth Management, PLLC 10100.21%0.45%1.81%Q1 2021Q2 202310
Kingsview Wealth Management, LLC 910.05%0.26%0.47%Q1 2017Q3 201910
B. Riley Wealth Management, Inc. 410.01%0.04%0.24%Q3 2014Q2 202010
HL FINANCIAL SERVICES LLC 820.01%0.03%0.04%Q3 2014Q1 201910
Smithfield Trust Co 730.01%0.01%0.01%Q1 2021Q3 202310
Wagner Wealth Management, LLC 420.02%0.04%0.07%Q4 2017Q3 202210
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10100.21%0.38%0.56%Q2 2017Q3 201910
Eldridge Investment Advisors, Inc. 10100.26%0.41%0.80%Q3 2019Q4 202110
MONEY CONCEPTS CAPITAL CORP 820.01%0.26%1.45%Q4 2020Q3 202310
FIRST MANHATTAN CO. LLC. 10100.00%0.00%0.00%Q1 2020Q2 202210
SMITH HAYES Advisers, Inc 10100.08%0.21%0.37%Q4 2013Q1 201610
First Horizon Advisors, Inc. 10100.00%0.00%0.00%Q4 2017Q1 202010
Capital Investment Advisory Services, LLC 540.00%0.02%0.04%Q4 2018Q1 20229
Pinnacle Family Advisors, LLC 540.10%0.16%0.37%Q4 2018Q4 20219
Endurance Wealth Management, Inc. 990.00%0.00%0.00%Q3 2020Q3 20229
Bickling Financial Services, Inc. 991.86%2.41%2.84%Q4 2020Q4 20229
Barber Financial Group, Inc. 990.10%0.15%0.19%Q4 2017Q4 20199
Rezny Wealth Management, Inc. 991.98%2.23%2.42%Q1 2015Q1 20179
Kozak & Associates, Inc. 990.00%0.00%0.01%Q3 2021Q3 20239
Altus Wealth Group LLC 990.23%1.05%1.26%Q4 2020Q4 20229
CREDIT SUISSE AG/ 520.00%0.00%0.01%Q1 2013Q4 20159
Stonebridge Financial Planning Group, LLC 990.06%0.08%0.09%Q4 2019Q4 20219
Alpha Omega Group, Inc. 993.32%5.31%8.68%Q4 2020Q4 20229
CENTAURUS FINANCIAL, INC. 990.02%0.07%0.11%Q4 2017Q4 20199
Sowell Financial Services LLC 710.00%0.09%0.67%Q3 2018Q1 20218
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Global Trust Asset Management, LLC 620.00%0.17%0.61%Q1 2019Q1 20228
Integrity Financial Corp /WA 880.15%1.63%2.60%Q4 2021Q3 20238
COMMERCE BANK 710.00%0.00%0.00%Q3 2020Q2 20238
Grace Capital 880.37%0.78%0.94%Q1 2020Q4 20218
MAI Capital Management 880.01%0.01%0.01%Q4 2020Q3 20228
M Holdings Securities, Inc. 310.04%0.12%0.24%Q3 2018Q1 20228
Mariner, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
TMD Wealth Management, LLC 711.14%2.93%5.00%Q1 2021Q3 20238
Beaird Harris Wealth Management, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
WOLFF WIESE MAGANA LLC 880.00%0.00%0.00%Q4 2021Q3 20238
tru Independence LLC 510.01%0.07%0.10%Q4 2019Q2 20238
PCG Wealth Advisors, LLC 880.54%1.13%3.00%Q4 2021Q3 20238
Good Harbor Financial, LLC 880.02%0.07%0.13%Q4 2013Q3 20158
THRIVENT FINANCIAL FOR LUTHERANS 880.00%0.00%0.00%Q3 2020Q2 20228
Catalyst Capital Advisors LLC 530.00%0.01%0.02%Q4 2015Q4 20178
SMITH CAPITAL MANAGEMENT INC /AR/ADV 880.17%0.20%0.22%Q4 2018Q3 20208
Castleview Partners, LLC 710.00%0.02%0.08%Q2 2021Q3 20238
LIBERTY WEALTH MANAGEMENT LLC 710.01%0.01%0.01%Q2 2019Q3 20218
MEITAV INVESTMENT HOUSE LTD 210.00%0.48%1.88%Q4 2017Q2 20238
COTTONWOOD CAPITAL ADVISORS, LLC 880.20%0.23%0.28%Q4 2021Q3 20238
Squar Milner Financial Services LLC 520.02%0.03%0.04%Q2 2018Q1 20207
IFC Holdings Incorporated/FL 430.02%0.08%0.18%Q4 2015Q4 20177
EPIQ PARTNERS, LLC 770.11%0.13%0.16%Q3 2020Q1 20227
SYNOVUS FINANCIAL CORP 410.00%0.00%0.00%Q1 2020Q1 20227
BKA Wealth Consulting, Inc. 770.50%0.55%0.61%Q1 2022Q3 20237
Sequoia Wealth Management, LLC 772.30%3.35%4.09%Q4 2017Q2 20197
Accredited Investors Inc. 770.02%0.03%0.04%Q1 2022Q3 20237
MARINER INDEPENDENT ADVISOR NETWORK, LLC 520.07%0.10%0.16%Q3 2017Q3 20217
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.07%0.15%Q2 2013Q4 20147
NORTHSTAR WEALTH PARTNERS LLC 770.11%0.19%0.24%Q4 2018Q2 20207
Advisory Resource Group 770.07%0.11%0.14%Q3 2020Q1 20227
Wealthspire Advisors, L.P. 770.00%0.00%0.00%Q4 2016Q2 20187
Tyler-Stone Wealth Management 520.07%0.08%0.10%Q4 2021Q3 20237
Lloyd Advisory Services, LLC. 770.00%0.53%1.56%Q3 2020Q1 20227
People's United Financial, Inc. 610.00%0.00%0.01%Q2 2013Q2 20177
Integrated Wealth Management 770.00%0.00%0.00%Q1 2015Q3 20167
Renaissance Technologies 210.00%0.00%0.00%Q1 2018Q2 20227
BAROMETER CAPITAL MANAGEMENT INC. 510.05%0.18%0.46%Q4 2013Q2 20197
Quantum Private Wealth, LLC 660.24%0.40%0.45%Q4 2021Q1 20236
WHITTIER TRUST CO 660.00%0.00%0.00%Q2 2022Q3 20236
Polaris Wealth Advisory Group, LLC 660.00%0.05%0.13%Q2 2017Q3 20186
SG Americas Securities, LLC 310.00%0.01%0.01%Q4 2013Q3 20176
SSI INVESTMENT MANAGEMENT LLC 660.23%0.36%0.55%Q2 2015Q3 20166
Householder Group Estate & Retirement Specialist, LLC 410.34%0.42%0.52%Q4 2021Q3 20236
UBS AG 660.00%0.01%0.01%Q2 2013Q3 20146
Virtu KCG Holdings LLC 410.00%0.01%0.03%Q1 2014Q2 20166
WASHINGTON TRUST BANK 660.01%0.01%0.01%Q2 2017Q3 20186
UMB Bank, n.a. 660.00%0.00%0.00%Q4 2021Q1 20236
Atlas Private Wealth Management, LLC 660.01%0.01%0.01%Q4 2019Q1 20216
BerganKDV Wealth Management, LLC 510.01%0.02%0.02%Q1 2021Q3 20226
DEUTSCHE BANK AG\ 660.00%0.00%0.00%Q3 2013Q4 20146
ATLAS CAPITAL ADVISORS LLC 660.01%0.01%0.01%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.02%0.02%0.03%Q2 2022Q3 20236
TWO SIGMA SECURITIES, LLC 110.00%0.01%0.02%Q3 2017Q3 20236
Quad-Cities Investment Group, LLC 660.01%0.02%0.05%Q2 2018Q3 20196
Financial Gravity Asset Management, Inc. 330.00%0.00%0.00%Q1 2018Q3 20196
COMERICA BANK 510.00%0.08%0.15%Q4 2013Q3 20236
GeoWealth Management, LLC 220.07%0.43%1.33%Q3 2021Q3 20236
Selective Wealth Management, Inc. 660.04%0.10%0.20%Q2 2021Q3 20226
Koshinski Asset Management, Inc. 310.01%0.02%0.04%Q3 2018Q1 20225
Beacon Capital Management, LLC 550.01%0.01%0.01%Q1 2022Q1 20235
LifePro Asset Management 550.11%0.13%0.16%Q1 2022Q1 20235
MIDAS MANAGEMENT CORP 550.08%0.08%0.09%Q4 2014Q4 20155
NWAM LLC 550.01%0.05%0.08%Q1 2019Q1 20205
Advisory Alpha, LLC 320.02%0.06%0.11%Q3 2021Q3 20235
CAPTRUST FINANCIAL ADVISORS 410.00%0.00%0.00%Q2 2020Q4 20215
CREATIVE FINANCIAL DESIGNS INC /ADV 550.01%0.01%0.01%Q1 2021Q1 20225
Apollon Wealth Management, LLC 410.01%0.02%0.03%Q4 2021Q2 20235
Trilogy Capital Inc. 550.62%0.69%0.78%Q1 2020Q1 20215
Old Port Advisors 410.11%0.13%0.15%Q2 2018Q3 20195
Manchester Capital Management LLC 550.01%0.01%0.01%Q4 2014Q4 20155
Menard Financial Group LLC 550.51%0.56%0.61%Q3 2020Q3 20215
WIN ADVISORS, INC 550.00%1.49%5.59%Q4 2021Q4 20225
Almanack Investment Partners, LLC. 410.02%0.36%0.86%Q3 2020Q4 20215
InterOcean Capital, LLC 550.02%0.02%0.02%Q2 2019Q2 20205
Partnervest Advisory Services LLC 550.00%0.00%0.00%Q2 2013Q2 20145
Argentus Capital Management, LLC 550.04%0.09%0.14%Q1 2015Q1 20165
Luken Investment Analytics, LLC 410.03%0.03%0.05%Q4 2020Q3 20235
Truvestments Capital LLC 310.00%0.00%0.00%Q3 2018Q1 20205
Virtu Financial LLC 410.03%0.20%0.66%Q4 2013Q2 20165
Lowe Wealth Advisors, LLC 550.69%1.96%2.84%Q4 2014Q4 20155
Parallel Advisors, LLC 550.00%0.00%0.00%Q1 2021Q1 20225
Strategic Asset Management, LLC 550.08%0.09%0.10%Q3 2021Q3 20225
NORTHERN TRUST CORP 550.00%0.00%0.00%Q4 2020Q4 20215
Rockbridge Investment Management, LCC 550.00%0.00%0.01%Q4 2020Q4 20215
Ameritas Investment Company, LLC 310.00%0.05%0.10%Q1 2019Q1 20215
Transamerica Financial Advisors, Inc. 550.00%0.00%0.01%Q1 2015Q1 20165
LEVEL FOUR ADVISORY SERVICES, LLC 550.40%0.51%0.60%Q2 2020Q2 20215
NATIONAL PLANNING CORP 310.02%0.03%0.04%Q4 2014Q3 20175
Simplicity Solutions, LLC 310.02%0.20%0.38%Q3 2018Q4 20204
Zions Bancorporation, N.A. 440.03%0.03%0.03%Q1 2019Q4 20194
USCA RIA LLC 440.05%0.10%0.15%Q1 2015Q4 20154
Kowal Investment Group, LLC 440.07%0.10%0.12%Q1 2021Q4 20214
FLOW TRADERS U.S. LLC 210.00%0.03%0.06%Q1 2021Q1 20234
ASSETMARK, INC 310.00%0.00%0.00%Q4 2020Q4 20214
CNB Bank 440.00%0.00%0.00%Q2 2022Q1 20234
Legacy Trust 440.08%0.08%0.08%Q4 2022Q3 20234
VitalStone Financial, LLC 440.07%0.41%1.31%Q4 2022Q3 20234
Placemark Investments, Inc. 440.00%0.01%0.01%Q1 2014Q4 20144
Gupta Wealth Management LLC 440.00%0.00%0.00%Q2 2015Q1 20164
Financial Enhancement Group LLC 440.30%0.31%0.33%Q1 2018Q4 20184
Bell Rock Capital LLC 440.15%0.21%0.24%Q1 2019Q4 20194
LVZ, Inc. 440.14%0.15%0.17%Q1 2015Q4 20154
Montz Harcus Wealth Management LLC 440.49%0.54%0.60%Q4 2021Q3 20224
MILLENNIUM MANAGEMENT LLC 440.00%0.00%0.00%Q3 2015Q2 20164
TimeScale Financial, Inc. 440.00%0.01%0.04%Q1 2021Q4 20214
Charter Oak Capital Management, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Belpointe Asset Management LLC 220.00%0.01%0.01%Q4 2020Q1 20234
MRA Advisory Group 442.27%2.44%2.54%Q4 2020Q3 20214
Patriot Financial Group Insurance Agency, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Rehmann Capital Advisory Group 310.00%0.04%0.14%Q1 2018Q3 20194
Family Capital Management, Inc. 440.12%0.16%0.20%Q4 2022Q3 20234
INSIGNEO ADVISORY SERVICES, LLC 440.13%0.15%0.17%Q4 2022Q3 20234
Tanglewood Legacy Advisors, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
STEPHENS INC /AR/ 440.06%0.07%0.07%Q2 2019Q1 20204
Baldrige Asset Management LLC 330.01%0.01%0.01%Q2 2021Q4 20213
BESSEMER GROUP INC 110.00%0.00%0.00%Q2 2016Q2 20223
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Arkadios Wealth Advisors 330.01%0.01%0.02%Q1 2021Q3 20213
Sonora Investment Management, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Legacy Capital Wealth Partners, LLC 330.13%5.01%7.56%Q4 2020Q2 20213
LANDAAS & CO /WI /ADV 210.02%0.02%0.02%Q3 2017Q2 20183
Premia Global Advisors, LLC 331.61%2.20%3.12%Q2 2018Q4 20183
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q1 2017Q1 20233
LINCOLN NATIONAL CORP 210.01%0.01%0.01%Q4 2017Q3 20183
SII INVESTMENTS INC/WI 330.02%0.18%0.45%Q2 2017Q4 20173
Cascadia Advisory Services, LLC 330.39%0.54%0.78%Q1 2021Q3 20213
Compagnie Lombard Odier SCmA 330.00%0.01%0.01%Q3 2014Q1 20153
Tradewinds Capital Management, LLC 330.00%0.00%0.00%Q1 2014Q3 20143
Kapstone Financial Advisors LLC 330.19%0.20%0.21%Q4 2022Q2 20233
HAZLETT, BURT & WATSON, INC. 330.01%0.01%0.01%Q1 2023Q3 20233
MGO ONE SEVEN LLC 210.01%0.01%0.01%Q4 2017Q4 20183
OPTIMUM INVESTMENT ADVISORS 330.01%0.01%0.01%Q1 2014Q3 20143
Edmond de Rothschild (Europe) 330.09%0.11%0.12%Q2 2015Q4 20153
Moors & Cabot, Inc. 330.04%0.04%0.04%Q2 2015Q4 20153
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
EDMOND DE ROTHSCHILD HOLDING S.A. 330.01%0.01%0.01%Q2 2015Q4 20153
WealthPlan Investment Management, LLC 210.02%0.02%0.02%Q1 2022Q4 20223
Gradient Investments LLC 330.00%0.00%0.00%Q3 2016Q1 20173
ALLIANCEBERNSTEIN L.P. 330.00%0.00%0.00%Q1 2021Q3 20213
Capital Wealth Alliance, LLC 110.12%0.15%0.19%Q4 2019Q3 20213
V Wealth Advisors LLC 330.37%0.73%1.00%Q1 2017Q3 20173
Executive Wealth Management, LLC 330.03%0.04%0.04%Q4 2018Q2 20193
Claraphi Advisory Network, LLC 330.12%0.13%0.15%Q4 2020Q2 20213
MEEDER ASSET MANAGEMENT INC 330.00%0.00%0.00%Q1 2022Q3 20223
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Raleigh Capital Management Inc. 330.00%0.00%0.00%Q1 2022Q3 20223
Kraft, Davis & Associates, LLC 210.55%0.81%1.26%Q4 2022Q3 20233
Cresset Asset Management, LLC 210.00%0.00%0.00%Q1 2019Q3 20233
Triumph Capital Management 330.17%0.19%0.20%Q2 2021Q4 20213
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
PRW Wealth Management LLC 210.11%0.12%0.14%Q4 2018Q2 20213
Pinnacle Private Wealth, LLC 330.16%0.31%0.41%Q4 2021Q2 20223
National Wealth Management Group, LLC 330.31%0.53%0.92%Q4 2021Q2 20223
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 330.39%0.70%1.12%Q3 2013Q1 20143
Timber Hill LLC 330.00%0.00%0.00%Q2 2016Q4 20163
SEI INVESTMENTS CO 330.00%0.00%0.00%Q2 2017Q4 20173
Hudock, Inc. 330.01%0.01%0.02%Q3 2014Q1 20153
Elite Wealth Management, Inc. 330.05%0.06%0.06%Q1 2014Q3 20143
MUFG Americas Holdings Corp 330.00%0.00%0.00%Q3 2015Q1 20163
FSA Wealth Management LLC 330.00%0.00%0.00%Q4 2019Q2 20203
SALEM INVESTMENT COUNSELORS INC 220.00%0.00%0.00%Q2 2022Q3 20222
Onyx Bridge Wealth Group LLC 220.52%0.59%0.66%Q2 2023Q3 20232
Avestar Capital, LLC 220.29%0.46%0.63%Q3 2020Q4 20202
BARCLAYS PLC 220.00%0.00%0.00%Q1 2021Q2 20212
American Financial Network Advisory Services LLC 220.00%0.00%0.00%Q3 2017Q4 20172
LexAurum Advisors, LLC 220.69%0.77%0.86%Q4 2020Q1 20212
Well Done, LLC 110.00%0.01%0.02%Q1 2018Q4 20182
Rise Advisors, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
ICA Group Wealth Management, LLC 110.00%0.05%0.11%Q4 2022Q3 20232
VERUS CAPITAL PARTNERS, LLC 220.01%0.05%0.09%Q4 2019Q1 20202
Dynamic Advisor Solutions LLC 110.56%0.59%0.61%Q4 2018Q4 20192
Arete Wealth Advisors, LLC 220.02%0.02%0.03%Q2 2021Q3 20212
Peterson Wealth Advisors, LLC 110.12%0.12%0.13%Q2 2019Q4 20192
WEALTH EFFECTS LLC 220.10%0.10%0.10%Q4 2021Q1 20222
FLAGSTAR ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20222
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q1 2018Q4 20182
TCG Advisors, LP 220.00%0.00%0.00%Q1 2019Q2 20192
Global Financial Private Capital, Inc 220.01%0.01%0.01%Q2 2018Q3 20182
WILMINGTON TRUST CO 220.01%0.01%0.01%Q1 2014Q2 20142
Voya Financial Advisors, Inc. 220.03%0.03%0.03%Q2 2021Q3 20212
DELTA ASSET MANAGEMENT LLC/TN 220.00%0.00%0.00%Q2 2014Q3 20142
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q4 2014Q3 20192
JNBA Financial Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
OneAscent Financial Services LLC 220.09%0.09%0.10%Q4 2022Q1 20232
Provident Wealth Management, LLC 222.63%2.70%2.77%Q4 2019Q1 20202
Clearstead Advisors, LLC 110.00%0.00%0.00%Q1 2022Q4 20222
Key FInancial Inc 220.02%0.02%0.02%Q3 2022Q4 20222
Avantax Planning Partners, Inc. 110.01%0.01%0.01%Q1 2018Q3 20182
Brookstone Capital Management 220.01%0.01%0.01%Q2 2015Q3 20152
True Capital Management 220.19%0.23%0.26%Q4 2022Q1 20232
Insight Advisors, LLC/ PA 220.11%0.14%0.16%Q4 2020Q1 20212
Tuttle Capital Management, LLC 221.21%4.93%8.65%Q1 2015Q2 20152
ROWLAND CARMICHAEL ADVISORS INC /ADV 220.17%0.28%0.39%Q1 2016Q2 20162
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
OLD MISSION CAPITAL LLC 220.01%0.05%0.09%Q1 2022Q2 20222
Total Clarity Wealth Management, Inc. 110.02%0.03%0.03%Q4 2019Q1 20212
PIN OAK INVESTMENT ADVISORS INC 220.02%0.02%0.02%Q1 2018Q2 20182
Milestone Advisory Partners 220.16%0.18%0.21%Q4 2017Q1 20182
AdvisorNet Financial, Inc 110.00%0.00%0.00%Q3 2018Q4 20192
BAIRD ROBERT W & CO INC /WI/ 220.00%0.00%0.00%Q4 2014Q1 20152
MARSHALL WACE, LLP 110.00%0.00%0.01%Q3 2019Q1 20212
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.02%0.02%0.02%Q2 2018Q2 20181
Realta Investment Advisors 110.00%0.00%0.00%Q2 2019Q2 20191
Kavar Capital Partners, LLC 110.10%0.10%0.10%Q1 2014Q1 20141
WealthShield Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
MACROVIEW INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Coppell Advisory Solutions LLC 110.55%0.55%0.55%Q4 2020Q4 20201
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
ENTERPRISE FINANCIAL SERVICES CORP 110.00%0.00%0.00%Q4 2018Q4 20181
Redhawk Wealth Advisors, Inc. 110.01%0.01%0.01%Q2 2019Q2 20191
Fortitude Advisory Group L.L.C. 110.03%0.03%0.03%Q4 2021Q4 20211
Gerber Kawasaki Wealth & Investment Management 110.01%0.01%0.01%Q3 2021Q3 20211
RE Dickinson Investment Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
IMA Wealth, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
KINGS POINT CAPITAL MANAGEMENT 110.08%0.08%0.08%Q3 2015Q3 20151
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.74%0.74%0.74%Q3 2023Q3 20231
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 110.14%0.14%0.14%Q2 2021Q2 20211
Laurel Wealth Advisors, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
GFS Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Elevation Capital Advisory, LLC 119.18%9.18%9.18%Q2 2021Q2 20211
Edge Advisors, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
MARINO, STRAM & ASSOCIATES LLC 110.01%0.01%0.01%Q1 2019Q1 20191
HOWE & RUSLING INC 110.00%0.00%0.00%Q4 2018Q4 20181
Insight Wealth Strategies, LLC 111.57%1.57%1.57%Q1 2019Q1 20191
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Jane Street Holding, LLC 110.03%0.03%0.03%Q3 2013Q3 20131
Corient Private Wealth LLC 110.00%0.00%0.00%Q3 2023Q3 20231
HRT FINANCIAL LP 110.00%0.00%0.00%Q2 2023Q2 20231
Comprehensive Financial Consultants Institutional, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Crescent Capital Consulting, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Ground Swell Capital, LLC 110.03%0.03%0.03%Q2 2014Q2 20141
Blue Trust, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
FIDUCIARY TRUST INTERNATIONAL LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Pinnacle Bancorp, Inc. 110.02%0.02%0.02%Q3 2021Q3 20211
Price Wealth, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
SPROTT INC. 110.02%0.02%0.02%Q2 2015Q2 20151
Sound Income Strategies, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q2 2015Q2 20151
BUCKINGHAM STRATEGIC WEALTH, LLC 110.03%0.03%0.03%Q2 2019Q2 20191
FineMark National Bank & Trust 110.01%0.01%0.01%Q2 2015Q2 20151
CASTLE WEALTH MANAGEMENT LLC 110.01%0.01%0.01%Q3 2022Q3 20221
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q2 2023Q2 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Atria Wealth Solutions, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Mariner Wealth Advisors-NYC, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Proficio Capital Partners LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Prime Capital Investment Advisors, LLC 110.12%0.12%0.12%Q2 2023Q2 20231
My Legacy Advisors, LLC 110.11%0.11%0.11%Q1 2022Q1 20221
CENTRAL TRUST Co 110.00%0.00%0.00%Q4 2019Q4 20191
Claro Advisors LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Destination Wealth Management 110.00%0.00%0.00%Q1 2019Q1 20191
Impact Partnership Wealth, LLC 110.42%0.42%0.42%Q3 2023Q3 20231
Wealth Quarterback LLC 110.01%0.01%0.01%Q1 2020Q1 20201
WEALTHFRONT Corp 110.00%0.00%0.00%Q2 2015Q2 20151
Genesis Wealth Advisors, LLC 110.02%0.02%0.02%Q2 2015Q2 20151
FREEDOM WEALTH ALLIANCE, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q4 2019Q4 20191
THOROUGHBRED FINANCIAL SERVICES, LLC 110.06%0.06%0.06%Q2 2021Q2 20211
Evolution Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
AVIANCE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
KB FINANCIAL PARTNERS, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Hanson & Doremus Investment Management 110.00%0.00%0.00%Q4 2022Q4 20221
Carroll Financial Associates, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Paragon Wealth Strategies, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Hibernia Wealth Partners, LLC 110.65%0.65%0.65%Q3 2023Q3 20231
TWO SIGMA ADVISERS, LP 110.00%0.00%0.00%Q2 2023Q2 20231
Fiduciary Planning LLC 110.03%0.03%0.03%Q1 2021Q1 20211
AFFINITY WEALTH MANAGEMENT LLC 115.03%5.03%5.03%Q1 2019Q1 20191
Ergawealth Advisors, Inc. 110.19%0.19%0.19%Q4 2022Q4 20221
Independent Advisor Alliance 110.01%0.01%0.01%Q4 2019Q4 20191
Farther Finance Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
NOMURA ASSET MANAGEMENT CO LTD 110.03%0.03%0.03%Q4 2017Q4 20171
Spotlight Asset Group, Inc. 110.23%0.23%0.23%Q3 2020Q3 20201
Fulcrum Equity Management 110.91%0.91%0.91%Q4 2020Q4 20201
NewSquare Capital LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Secure Asset Management, LLC 112.44%2.44%2.44%Q1 2021Q1 20211
Oxler Private Wealth LLC 110.06%0.06%0.06%Q3 2022Q3 20221
CEDAR CAPITAL, LLC 110.23%0.23%0.23%Q4 2015Q4 20151
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.00%0.00%0.00%Q2 2013Q2 20131
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q2 2020Q2 20201
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 110.03%0.03%0.03%Q1 2014Q1 20141
Strategic Wealth Partners, Ltd. 110.12%0.12%0.12%Q3 2019Q3 20191
BB&T INVESTMENT SERVICES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Stadion Money Management, LLC 110.39%0.39%0.39%Q3 2014Q3 20141
Jackson Wealth Management, LLC 110.09%0.09%0.09%Q4 2014Q4 20141
DOLIVER ADVISORS, LP 110.13%0.13%0.13%Q2 2019Q2 20191
WILLNER & HELLER, LLC 110.29%0.29%0.29%Q4 2021Q4 20211
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Retireful, LLC 110.32%0.32%0.32%Q2 2023Q2 20231
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q1 2022Q1 20221
KESTRA PRIVATE WEALTH SERVICES, LLC 110.24%0.24%0.24%Q4 2020Q4 20201
Parisi Gray Wealth Management 110.02%0.02%0.02%Q4 2017Q4 20171
Vantage Investment Advisors, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
Aveo Capital Partners, LLC 110.48%0.48%0.48%Q3 2020Q3 20201
EVOKE WEALTH, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Taylor Hoffman Wealth Management 110.00%0.00%0.00%Q1 2018Q1 20181
Silicon Hills Wealth Management, LLC 110.07%0.07%0.07%Q4 2019Q4 20191
TRUE Private Wealth Advisors 111.17%1.17%1.17%Q4 2015Q4 20151
Claybrook Capital, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Ascension Asset Management LLC 111.45%1.45%1.45%Q4 2020Q4 20201
VisionPoint Advisory Group, LLC 111.32%1.32%1.32%Q4 2018Q4 20181
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Ethos Financial Group, LLC 111.64%1.64%1.64%Q3 2023Q3 20231
Prosperity Financial Group, Inc. 110.82%0.82%0.82%Q4 2022Q4 20221
Cordasco Financial Network 110.00%0.00%0.00%Q4 2015Q4 20151
Psagot Value Holdings Ltd. 110.00%0.00%0.00%Q2 2014Q2 20141
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Measured Wealth Private Client Group, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
External links

This page lists all the filers that currently own FIRST TR EXCHANGE TRADED FD or have owned FIRST TR EXCHANGE TRADED FD in the past.