FIRST TR EXCHANGE-TRADED FD shareholder history

Current and past FIRST TR EXCHANGE-TRADED FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
LPL Financial LLC 42420.01%0.24%0.53%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.02%0.05%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.04%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.04%0.11%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.04%0.09%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.04%Q2 2013Q3 202342
Cetera Advisor Networks LLC 3510.02%0.32%1.33%Q2 2013Q3 202340
D.A. DAVIDSON & CO. 40400.00%0.10%0.32%Q4 2013Q3 202340
RAYMOND JAMES & ASSOCIATES 3530.00%0.10%0.23%Q2 2013Q3 202338
UBS Group AG 36360.00%0.03%0.06%Q4 2014Q3 202336
PNC FINANCIAL SERVICES GROUP, INC. 35350.00%0.00%0.01%Q1 2015Q3 202335
Raymond James Financial Services Advisors, Inc. 2310.01%0.29%0.64%Q2 2013Q3 202333
Cetera Advisors LLC 1410.00%0.31%0.82%Q2 2013Q3 202332
ENVESTNET ASSET MANAGEMENT INC 20120.00%0.03%0.07%Q3 2015Q3 202332
BENJAMIN F. EDWARDS & COMPANY, INC. 31310.00%0.36%0.89%Q1 2016Q3 202331
Private Advisor Group, LLC 1810.00%0.36%0.85%Q3 2014Q3 202331
Geneos Wealth Management Inc. 31310.00%0.11%0.41%Q1 2016Q3 202331
Cambridge Investment Research Advisors, Inc. 2610.01%0.25%0.57%Q1 2015Q3 202331
IFP Advisors, Inc 17140.09%0.26%1.16%Q4 2015Q3 202331
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1110.00%0.00%0.00%Q2 2013Q3 202330
Sigma Planning Corp 2910.04%0.27%0.59%Q1 2016Q3 202330
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2710.00%0.01%0.01%Q1 2015Q3 202329
Moors & Cabot, Inc. 1030.02%0.08%0.37%Q2 2014Q1 202329
US BANCORP \DE\ 29290.00%0.00%0.01%Q3 2016Q3 202329
STIFEL FINANCIAL CORP 29290.00%0.05%0.11%Q3 2016Q3 202329
Tower Research Capital LLC (TRC) 1610.00%0.02%0.07%Q2 2013Q3 202329
Baird Financial Group, Inc. 2810.01%0.11%0.20%Q2 2015Q3 202329
Advisory Services Network, LLC 2720.02%0.04%0.08%Q2 2016Q3 202329
Regal Investment Advisors LLC 1510.06%0.88%2.32%Q2 2016Q3 202327
WINTRUST INVESTMENTS LLC 1750.09%0.71%1.57%Q3 2016Q3 202327
NEXT Financial Group, Inc 27270.02%0.15%0.34%Q2 2015Q4 202127
AE Wealth Management LLC 26260.05%0.17%0.62%Q2 2017Q3 202326
Kingsview Wealth Management, LLC 1060.03%0.28%0.68%Q1 2017Q3 202325
OPPENHEIMER & CO INC 25250.01%0.09%0.19%Q3 2017Q3 202325
MML INVESTORS SERVICES, LLC 2320.04%0.24%0.56%Q2 2017Q3 202325
LADENBURG THALMANN FINANCIAL SERVICES INC. 25250.00%0.02%0.15%Q4 2013Q4 201925
Steward Partners Investment Advisory, LLC 1820.03%0.18%0.26%Q1 2017Q3 202325
IHT Wealth Management, LLC 2110.00%0.26%0.97%Q4 2016Q3 202325
WEDBUSH SECURITIES INC 24240.06%0.21%0.47%Q4 2017Q3 202324
Cornerstone Wealth Management, LLC 2130.06%0.52%1.58%Q3 2017Q3 202324
Janney Montgomery Scott LLC 1820.01%0.04%0.08%Q4 2015Q3 202324
Financial Advocates Investment Management 24240.04%0.75%1.33%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.21%0.37%Q4 2017Q3 202324
First Heartland Consultants, Inc. 2310.01%1.57%3.47%Q2 2013Q3 202324
Glassman Wealth Services 24240.01%0.02%0.03%Q4 2017Q3 202324
CITY HOLDING CO 24240.04%0.05%0.08%Q4 2017Q3 202324
JNBA Financial Advisors 2030.12%1.35%2.21%Q4 2017Q3 202323
Ahrens Investment Partners LLC 23230.11%0.24%0.54%Q3 2017Q1 202323
Global Retirement Partners, LLC 1510.01%0.19%0.59%Q2 2017Q3 202323
Mutual Advisors, LLC 1940.04%0.07%0.11%Q4 2017Q3 202323
Simplicity Solutions, LLC 1670.02%0.11%0.31%Q4 2017Q3 202323
Cetera Investment Advisers 23230.01%0.84%1.96%Q1 2018Q3 202323
Quad-Cities Investment Group, LLC 23230.83%1.33%1.62%Q1 2018Q3 202323
Atria Investments, Inc 1490.01%0.05%0.09%Q4 2017Q3 202323
JANE STREET GROUP, LLC 610.00%0.00%0.01%Q1 2015Q3 202322
Eldridge Investment Advisors, Inc. 22220.15%1.01%4.32%Q2 2018Q3 202322
SeaCrest Wealth Management, LLC 1750.01%0.06%0.11%Q1 2018Q3 202322
Winslow, Evans & Crocker, Inc. 21210.01%0.07%0.33%Q4 2015Q4 202021
SIGNATUREFD, LLC 2010.00%0.00%0.01%Q2 2018Q3 202321
Snowden Capital Advisors LLC 1030.12%0.30%0.49%Q4 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.03%0.33%Q3 2018Q3 202321
Dynamic Advisor Solutions LLC 1530.10%0.42%0.98%Q1 2018Q3 202321
B. Riley Wealth Advisors, Inc. 21210.02%0.15%0.23%Q3 2018Q3 202321
Pinnacle Bancorp, Inc. 2010.02%0.03%0.05%Q1 2017Q3 202321
Cedar Brook Financial Partners, LLC 20200.30%1.06%1.50%Q4 2018Q3 202320
V Wealth Advisors LLC 20200.08%0.17%0.31%Q3 2018Q2 202320
Capital Analysts, LLC 20200.00%0.02%0.06%Q4 2018Q3 202320
Carroll Financial Associates, Inc. 20200.00%0.15%0.24%Q1 2017Q4 202120
First Allied Advisory Services, Inc. 1710.02%0.18%0.69%Q3 2014Q3 202020
WealthBridge Capital Management, LLC 20200.44%0.92%1.57%Q4 2018Q3 202320
Private Advisory Group LLC 1540.08%0.27%0.60%Q4 2018Q3 202319
PFG Advisors 950.07%0.98%1.63%Q3 2018Q3 202319
CWM, LLC 1010.00%0.02%0.03%Q2 2017Q3 202319
Kovack Advisors, Inc. 19190.08%0.15%0.26%Q1 2019Q3 202319
FMR LLC 1810.00%0.00%0.00%Q3 2018Q3 202319
GREAT VALLEY ADVISOR GROUP, INC. 19190.58%1.37%3.02%Q1 2019Q3 202319
Prospera Financial Services Inc 1270.06%0.36%0.92%Q4 2018Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
GOLDMAN SACHS GROUP INC 1010.00%0.00%0.00%Q3 2017Q3 202319
SRS Capital Advisors, Inc. 1020.15%0.19%0.28%Q3 2018Q3 202319
Trek Financial, LLC 19190.04%0.06%0.08%Q1 2019Q3 202319
American Portfolios Advisors 19190.00%0.16%0.36%Q1 2018Q3 202219
Stratos Wealth Partners, LTD. 1110.05%0.29%0.67%Q2 2016Q4 202119
Western Wealth Management, LLC 1180.16%1.13%1.65%Q4 2018Q3 202319
Aptus Capital Advisors, LLC 19190.13%0.63%0.99%Q1 2019Q3 202319
CENTAURUS FINANCIAL, INC. 1520.01%0.05%0.19%Q2 2018Q2 202319
OneDigital Investment Advisors LLC 19190.08%0.13%0.21%Q1 2019Q3 202319
THOROUGHBRED FINANCIAL SERVICES, LLC 1710.09%0.24%0.36%Q1 2019Q3 202318
Spectrum Wealth Advisory Group, LLC 18180.79%4.90%19.62%Q2 2019Q3 202318
LINCOLN NATIONAL CORP 18180.11%0.23%0.45%Q2 2019Q3 202318
American Financial Advisors, LLC 1350.09%3.39%5.26%Q1 2019Q3 202318
STEPHENS INC /AR/ 18180.04%0.07%0.10%Q2 2019Q3 202318
RFG Advisory, LLC 18180.06%0.16%0.34%Q1 2019Q2 202318
Sargent Investment Group, LLC 18180.58%2.49%3.64%Q2 2019Q3 202318
JPMORGAN CHASE & CO 18180.00%0.00%0.00%Q2 2019Q3 202318
Gradient Investments LLC 1610.00%0.00%0.00%Q2 2017Q3 202318
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1410.13%0.70%1.30%Q2 2017Q3 202218
Principle Wealth Partners LLC 17170.04%0.09%0.25%Q3 2019Q3 202317
Bank of New York Mellon Corp 17170.00%0.00%0.00%Q3 2019Q3 202317
MGO ONE SEVEN LLC 17170.06%0.41%0.80%Q3 2019Q3 202317
SMITH, MOORE & CO. 17170.05%0.09%0.12%Q3 2019Q3 202317
M&T BANK CORP 1340.00%0.00%0.00%Q3 2016Q4 202017
PARK NATIONAL CORP /OH/ 17170.32%0.93%1.63%Q4 2019Q4 202317
CREATIVE FINANCIAL DESIGNS INC /ADV 17170.22%0.33%0.46%Q3 2019Q3 202317
AVANTAX ADVISORY SERVICES, INC. 17170.01%0.21%0.37%Q3 2019Q3 202317
Wealthcare Advisory Partners LLC 1340.01%0.04%0.09%Q2 2019Q3 202317
PRUDENTIAL FINANCIAL INC 1250.00%0.00%0.00%Q2 2018Q3 202317
Formidable Asset Management, LLC 1430.06%0.21%1.06%Q2 2019Q3 202317
RAYMOND JAMES TRUST N.A. 17170.02%0.08%0.11%Q3 2019Q3 202317
IFG Advisory, LLC 17172.36%3.52%4.95%Q3 2019Q3 202317
Allworth Financial LP 1610.00%0.00%0.01%Q2 2019Q3 202317
Archer Investment Corp 17175.91%7.40%8.25%Q3 2019Q3 202317
Capital Investment Advisory Services, LLC 910.01%0.15%0.35%Q4 2018Q3 202317
Gladstone Institutional Advisory LLC 17170.08%0.39%1.42%Q3 2019Q3 202317
1776 Wealth LLC 16161.29%2.71%5.04%Q4 2019Q3 202316
TRUSTCORE FINANCIAL SERVICES, LLC 16160.04%0.12%0.29%Q1 2019Q4 202216
Beacon Financial Advisory LLC 16161.14%1.49%1.79%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.02%0.12%0.18%Q4 2019Q3 202316
Stonebridge Financial Planning Group, LLC 16160.04%1.37%3.44%Q4 2019Q3 202316
FIFTH THIRD BANCORP 1010.00%0.00%0.00%Q4 2016Q3 202316
Clear Creek Financial Management, LLC 1240.11%0.22%1.13%Q3 2019Q3 202316
Plante Moran Financial Advisors, LLC 1010.00%0.01%0.01%Q4 2014Q3 202316
TD Capital Management LLC 16160.01%0.77%1.08%Q4 2019Q3 202316
Perennial Investment Advisors, LLC 16162.23%4.84%6.54%Q4 2019Q3 202316
Rockefeller Capital Management L.P. 16160.01%0.03%0.05%Q4 2019Q3 202316
Keystone Financial Group 1420.40%2.36%4.12%Q3 2019Q3 202316
Investors Research Corp 16160.00%1.01%2.03%Q4 2019Q3 202316
WJ Wealth Management, LLC 16160.14%0.72%2.04%Q4 2019Q3 202316
SYNOVUS FINANCIAL CORP 1010.00%0.03%0.10%Q2 2017Q3 202316
TL Private Wealth 16160.51%0.57%0.64%Q4 2019Q3 202316
Koshinski Asset Management, Inc. 630.06%0.15%0.25%Q3 2018Q2 202316
TRUIST FINANCIAL CORP 16160.09%0.13%0.16%Q4 2019Q3 202316
Larson Financial Group LLC 640.05%0.26%0.75%Q3 2019Q3 202315
Bernardo Wealth Planning LLC 15150.56%1.57%2.08%Q1 2020Q3 202315
Concorde Asset Management, LLC 1320.14%0.21%0.32%Q4 2019Q3 202315
STRATEGY ASSET MANAGERS LLC 1320.12%0.49%0.60%Q4 2019Q3 202315
MONEYWISE, INC. 15150.67%2.74%3.38%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.23%0.32%0.39%Q1 2020Q3 202315
BENJAMIN EDWARDS INC 15150.10%0.35%0.66%Q1 2020Q3 202315
Advisor Group, Inc. 15150.01%0.08%0.21%Q2 2016Q4 201915
Triton Wealth Management, PLLC 15150.13%0.44%1.99%Q1 2020Q3 202315
Jaffetilchin Investment Partners, LLC 1410.09%0.22%0.45%Q4 2019Q3 202315
Eudaimonia Partners, LLC 870.14%0.29%0.55%Q4 2019Q3 202315
FLAGSHIP HARBOR ADVISORS, LLC 820.01%0.03%0.08%Q2 2018Q3 202315
Blackhawk Capital Partners LLC. 15150.89%1.49%3.08%Q1 2020Q3 202315
BLAIR WILLIAM & CO/IL 15150.00%0.00%0.01%Q1 2020Q3 202315
Voya Financial Advisors, Inc. 1010.02%0.04%0.08%Q4 2016Q3 202115
Commonwealth Equity Services, Inc 15150.00%0.01%0.01%Q1 2014Q3 201715
CAPTRUST FINANCIAL ADVISORS 910.00%0.00%0.01%Q2 2018Q3 202315
Wealth Enhancement & Preservation of GA, LLC 15153.48%5.37%7.18%Q4 2019Q2 202315
Total Clarity Wealth Management, Inc. 15150.13%1.75%4.45%Q4 2019Q2 202315
EPG Wealth Management LLC 15150.20%0.42%0.90%Q1 2020Q3 202315
Cypress Capital Group 14140.16%0.28%0.31%Q2 2020Q3 202314
J.P. Morgan Private Wealth Advisors LLC 14140.00%0.01%0.02%Q2 2020Q3 202314
Indie Asset Partners, LLC 14140.22%0.78%1.13%Q2 2020Q3 202314
Brinker Capital Investments, LLC 14140.01%0.07%0.10%Q4 2013Q1 201714
COZAD ASSET MANAGEMENT INC 14140.31%0.42%0.54%Q2 2020Q3 202314
Cranbrook Wealth Management, LLC 14140.02%0.29%0.54%Q2 2020Q3 202314
Valmark Advisers, Inc. 14140.10%0.19%0.25%Q2 2020Q3 202314
ASSETMARK, INC 14140.00%0.01%0.02%Q2 2020Q3 202314
ROMAN BUTLER FULLERTON & CO 14141.49%1.74%2.03%Q2 2020Q3 202314
Arkadios Wealth Advisors 14140.10%1.04%1.78%Q2 2020Q3 202314
Aspire Private Capital, LLC 1310.00%0.00%0.00%Q4 2019Q3 202314
M Holdings Securities, Inc. 1310.07%0.19%0.36%Q2 2018Q1 202214
First PREMIER Bank 14140.10%0.28%0.36%Q2 2020Q3 202314
Qube Research & Technologies Ltd 1040.00%0.04%0.24%Q4 2019Q3 202314
NewEdge Advisors, LLC 810.01%0.17%0.51%Q3 2018Q3 202314
Cambridge Advisors Inc. 14140.29%0.59%0.71%Q2 2020Q3 202314
Good Life Advisors, LLC 14140.05%0.19%0.93%Q2 2020Q3 202314
Jacobi Capital Management LLC 14140.02%0.08%0.11%Q2 2020Q3 202314
PSI Advisors, LLC 14140.03%0.15%0.32%Q2 2020Q3 202314
ERn Financial, LLC 14140.56%0.93%1.34%Q2 2020Q3 202314
American Institute for Advanced Investment Management, LLP 14141.22%1.35%1.52%Q2 2020Q3 202314
MSI Financial Services Inc 13130.00%0.01%0.06%Q4 2013Q4 201613
Renaissance Technologies 620.00%0.00%0.00%Q1 2019Q2 202313
J.W. COLE ADVISORS, INC. 810.02%0.11%0.19%Q4 2019Q3 202313
COMERICA SECURITIES,INC. 720.15%0.50%0.84%Q3 2019Q3 202313
Integrated Wealth Concepts LLC 13130.04%0.16%0.31%Q3 2020Q3 202313
HL FINANCIAL SERVICES LLC 13130.01%0.05%0.20%Q1 2016Q1 201913
LEVEL FOUR ADVISORY SERVICES, LLC 620.03%0.19%0.36%Q1 2019Q2 202313
Atlas Private Wealth Advisors 760.06%1.64%4.21%Q2 2020Q3 202313
GPS Wealth Strategies Group, LLC 13130.11%0.74%2.36%Q3 2020Q3 202313
Walkner Condon Financial Advisors LLC 760.76%4.16%9.45%Q4 2019Q3 202313
Vestmark Advisory Solutions, Inc. 13130.06%0.31%1.04%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.34%0.54%0.68%Q3 2020Q3 202313
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 13130.09%0.18%0.36%Q3 2020Q3 202313
Disciplined Investments, LLC 13130.02%0.03%0.08%Q4 2019Q4 202213
Lokken Investment Group LLC 1212.00%2.27%2.41%Q1 2012Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.29%0.46%0.78%Q3 2020Q3 202313
Founders Financial Alliance, LLC 13130.03%0.08%0.10%Q3 2020Q3 202313
DeDora Capital, Inc. 710.65%2.39%2.81%Q4 2019Q3 202313
HSBC HOLDINGS PLC 13130.00%0.02%0.06%Q1 2020Q1 202313
Darwin Wealth Management, LLC 940.34%1.38%2.47%Q2 2020Q3 202313
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 13130.17%0.28%0.41%Q3 2020Q3 202313
Alliance Wealth Advisors, LLC 12120.17%0.57%0.99%Q4 2020Q3 202312
WOODWARD DIVERSIFIED CAPITAL, LLC 12120.35%0.56%1.06%Q4 2020Q3 202312
ForthRight Wealth Management, LLC 12121.22%6.90%10.26%Q4 2020Q3 202312
Kowal Investment Group, LLC 12129.43%17.63%23.39%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.62%0.73%1.10%Q4 2020Q3 202312
Madrona Financial Services, LLC 12120.11%4.08%8.21%Q1 2019Q4 202112
RiverTree Advisors, LLC 12124.84%5.63%6.81%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.48%0.60%0.76%Q4 2020Q3 202312
Southland Equity Partners LLC 12121.82%2.47%3.13%Q4 2020Q3 202312
Capital Square, LLC 1110.04%0.38%0.62%Q1 2020Q2 202312
Concentrum Wealth Management 12120.39%1.20%3.20%Q4 2020Q3 202312
TRANSCEND CAPITAL ADVISORS, LLC 12120.03%0.04%0.04%Q4 2020Q3 202312
CALTON & ASSOCIATES, INC. 840.11%0.19%0.44%Q2 2020Q2 202312
Ausdal Financial Partners, Inc. 750.50%1.12%1.32%Q3 2020Q3 202312
Waterfront Wealth Inc. 12120.90%1.07%1.35%Q4 2020Q3 202312
DHJJ Financial Advisors, Ltd. 12122.56%2.88%3.35%Q4 2020Q3 202312
THRIVENT FINANCIAL FOR LUTHERANS 12120.00%0.01%0.01%Q4 2020Q3 202312
HARBOR INVESTMENT ADVISORY, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
Certified Advisory Corp 930.06%0.09%0.10%Q4 2019Q1 202312
Moloney Securities Asset Management, LLC 12120.10%0.32%0.44%Q4 2020Q3 202312
Ten Capital Wealth Advisors, LLC 12120.07%0.12%0.16%Q3 2020Q2 202312
Strategic Blueprint, LLC 12120.20%0.53%0.76%Q4 2020Q3 202312
ADVANTAGE INVESTMENT MANAGEMENT, LLC 12120.02%1.51%4.56%Q4 2016Q3 201912
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Pinnacle Family Advisors, LLC 12120.33%0.56%0.72%Q4 2020Q3 202312
Essex Financial Services, Inc. 12120.07%0.27%0.36%Q4 2020Q3 202312
FSB PREMIER WEALTH MANAGEMENT, INC. 12122.77%4.14%5.13%Q4 2020Q3 202312
Frisch Financial Group, Inc. 12120.14%0.16%0.19%Q1 2020Q4 202212
MTM Investment Management, LLC 12120.01%0.27%0.39%Q4 2020Q3 202312
Elk River Wealth Management, LLC 12120.06%0.12%0.20%Q4 2020Q3 202312
tru Independence LLC 1110.08%1.58%3.26%Q4 2019Q3 202312
NORTHWEST WEALTH MANAGEMENT, LLC 930.31%0.61%1.04%Q4 2016Q4 201912
Crewe Advisors LLC 12120.00%0.02%0.04%Q4 2020Q3 202312
Purus Wealth Management, LLC 12122.88%3.32%4.09%Q4 2020Q3 202312
MAI Capital Management 12120.08%0.13%0.16%Q4 2020Q3 202312
BANK OF MONTREAL /CAN/ 720.00%0.00%0.00%Q1 2019Q3 202311
Golden State Wealth Management, LLC 711.20%1.97%2.81%Q1 2019Q1 202211
HUNTINGTON NATIONAL BANK 810.00%0.00%0.00%Q3 2011Q3 202311
Bartlett & Co. LLC 610.00%0.00%0.00%Q2 2020Q2 202311
Quaker Wealth Management, LLC 831.94%2.75%3.20%Q2 2020Q3 202311
Laurel Wealth Advisors, Inc. 650.12%0.36%0.76%Q1 2020Q4 202211
Spire Wealth Management 11110.02%0.08%0.12%Q1 2021Q3 202311
BREITER CAPITAL MANAGEMENT INC 922.19%3.54%5.41%Q2 2019Q1 202211
WEALTHSOURCE PARTNERS, LLC 710.03%0.07%0.17%Q1 2017Q3 202311
Miracle Mile Advisors, LLC 1010.01%0.04%0.06%Q3 2019Q1 202311
Insight Advisors, LLC/ PA 830.05%0.09%0.14%Q4 2020Q3 202311
Avior Wealth Management, LLC 11110.01%0.24%0.34%Q1 2021Q3 202311
Clearview Wealth Advisors LLC 11110.01%0.02%0.03%Q4 2020Q2 202311
MANUFACTURERS LIFE INSURANCE COMPANY, THE 11110.00%0.00%0.00%Q1 2016Q3 201811
SUNTRUST BANKS INC 740.01%0.02%0.05%Q4 2016Q3 201911
Ironwood Financial, llc 11110.03%0.04%0.05%Q1 2019Q3 202111
Wagner Wealth Management, LLC 650.01%0.01%0.03%Q4 2020Q3 202311
Timber Hill LLC 11110.00%0.00%0.00%Q2 2013Q4 201511
Meridian Wealth Management, LLC 1010.02%0.04%0.05%Q2 2019Q2 202311
Peterson Wealth Advisors, LLC 11110.19%0.22%0.27%Q4 2017Q2 202011
Elevated Capital Advisors, LLC 510.16%2.21%3.82%Q2 2020Q3 202311
FOUNDERS FINANCIAL SECURITIES LLC 710.04%0.10%0.19%Q1 2020Q3 202310
Virtue Capital Management, LLC 10100.05%0.44%0.57%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 641.08%1.89%2.58%Q1 2021Q3 202310
BB&T SECURITIES, LLC 10100.03%0.18%0.35%Q2 2017Q3 201910
Cypress Wealth Services, LLC 640.06%0.17%0.35%Q1 2020Q3 202310
MONEY CONCEPTS CAPITAL CORP 820.03%0.07%0.18%Q4 2020Q3 202310
LexAurum Advisors, LLC 640.45%0.97%1.58%Q3 2018Q3 202110
Sowell Financial Services LLC 820.03%0.06%0.24%Q4 2018Q2 202110
Citadel Advisors 310.00%0.00%0.00%Q3 2015Q3 202310
Cherry Creek Investment Advisors, Inc. 10100.90%1.05%1.18%Q2 2021Q3 202310
LIBERTY WEALTH MANAGEMENT LLC 10100.00%0.01%0.01%Q2 2019Q3 202110
Frontier Wealth Management LLC 10100.02%0.11%0.14%Q1 2020Q2 202210
B. Riley Wealth Management, Inc. 410.00%0.17%0.46%Q2 2019Q2 202210
Csenge Advisory Group 730.02%0.65%1.74%Q3 2020Q2 202310
SII INVESTMENTS INC/WI 820.02%0.08%0.23%Q2 2015Q4 201710
IFC Holdings Incorporated/FL 820.04%0.25%0.35%Q2 2015Q4 201710
Petix & Botte Co 710.08%0.27%0.40%Q4 2019Q3 202310
Lloyd Advisory Services, LLC. 10100.00%0.32%1.69%Q4 2019Q1 202210
Triumph Capital Management 10101.49%3.45%6.18%Q2 2021Q3 202310
DFPG INVESTMENTS, LLC 10100.05%0.15%0.36%Q2 2021Q3 202310
Anchor Investment Management, LLC 990.00%0.01%0.01%Q4 2021Q4 20239
Bickling Financial Services, Inc. 991.67%1.94%2.19%Q4 2020Q4 20229
Creative Planning 720.00%0.00%0.00%Q1 2021Q3 20239
DEFINED WEALTH MANAGEMENT, LLC 991.48%1.57%1.71%Q4 2020Q4 20229
Onyx Bridge Wealth Group LLC 990.21%0.36%0.89%Q3 2021Q3 20239
Weitzel Financial Services, Inc. 990.19%0.23%0.26%Q3 2021Q3 20239
Chicago Partners Investment Group LLC 990.03%0.04%0.05%Q3 2021Q3 20239
Mayflower Financial Advisors, LLC 990.03%0.04%0.05%Q3 2021Q3 20239
Westside Investment Management, Inc. 510.00%0.01%0.02%Q2 2017Q2 20209
Intellectus Partners, LLC 990.09%0.27%0.39%Q4 2016Q4 20189
First Horizon Advisors, Inc. 410.00%0.23%0.68%Q4 2019Q3 20239
Compass Ion Advisors, LLC 990.12%0.20%0.36%Q4 2019Q4 20219
HighTower Advisors, LLC 710.01%0.02%0.03%Q1 2018Q3 20239
Braun-Bostich & Associates Inc. 612.56%2.99%3.67%Q4 2020Q2 20239
Moisand Fitzgerald Tamayo, LLC 630.01%0.01%0.03%Q3 2020Q4 20229
Magnus Financial Group LLC 990.03%0.08%0.15%Q2 2020Q2 20229
Herold Advisors, Inc. 990.08%0.14%0.22%Q3 2021Q3 20239
Independent Wealth Network Inc. 990.32%0.74%0.90%Q3 2021Q3 20239
MERCER GLOBAL ADVISORS INC /ADV 710.00%0.00%0.01%Q2 2021Q3 20238
Continuum Advisory, LLC 880.04%0.10%0.18%Q4 2021Q3 20238
PROVENCE WEALTH MANAGEMENT GROUP 880.51%0.96%1.36%Q4 2021Q3 20238
Paragon Private Wealth Management, LLC 882.84%3.32%3.68%Q4 2021Q3 20238
Stephens Consulting, LLC 880.03%0.05%0.09%Q4 2021Q3 20238
RETIREMENT GUYS FORMULA LLC 880.27%1.95%4.08%Q4 2021Q3 20238
Operose Advisors LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Intrua Financial, LLC 882.26%3.10%4.12%Q2 2021Q1 20238
Stratos Wealth Advisors, LLC 880.25%0.64%1.40%Q3 2019Q2 20218
BANK HAPOALIM BM 530.03%1.28%2.26%Q2 2020Q3 20238
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 880.01%0.01%0.02%Q3 2020Q2 20228
Mendel Capital Management LLC 880.18%0.34%0.49%Q4 2021Q3 20238
WASHINGTON TRUST Co 880.05%0.05%0.07%Q4 2021Q3 20238
WEST MICHIGAN ADVISORS, LLC 880.34%0.97%3.00%Q4 2021Q3 20238
GeoWealth Management, LLC 530.00%0.05%0.34%Q3 2021Q3 20238
U.S. Capital Wealth Advisors, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
AlphaStar Capital Management, LLC 710.04%0.06%0.07%Q2 2021Q2 20238
Mariner, LLC 880.01%0.05%0.10%Q4 2021Q3 20238
ACG Wealth 710.00%0.19%0.50%Q2 2019Q2 20228
Keystone Wealth Services, LLC 880.48%0.55%0.61%Q4 2021Q3 20238
SMITH CAPITAL MANAGEMENT INC /AR/ADV 882.36%2.80%3.54%Q4 2018Q3 20208
Ignite Planners, LLC 880.64%1.27%1.87%Q4 2021Q3 20238
WHITTIER TRUST CO 880.00%0.00%0.00%Q4 2021Q3 20238
Secure Asset Management, LLC 440.92%2.47%5.92%Q2 2020Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.82%2.76%3.62%Q4 2021Q3 20238
Kaydan Wealth Management, Inc. 881.02%1.29%1.67%Q4 2021Q3 20238
PCG Wealth Advisors, LLC 887.25%10.48%14.16%Q4 2021Q3 20238
FIRST COMMUNITY TRUST NA 880.10%0.11%0.14%Q4 2021Q3 20238
Brookstone Capital Management 710.01%0.01%0.03%Q4 2020Q3 20238
Ameritas Advisory Services, LLC 880.10%0.23%0.47%Q4 2021Q3 20238
Crumly & Associates Inc. 710.22%2.68%5.28%Q4 2019Q2 20228
O'ROURKE & COMPANY, Inc 880.36%0.50%0.63%Q4 2021Q3 20238
Scarborough Advisors, LLC 883.38%4.17%5.87%Q4 2021Q3 20238
KMG FIDUCIARY PARTNERS, LLC 440.04%0.07%0.13%Q2 2021Q3 20238
Belpointe Asset Management LLC 880.23%0.34%0.43%Q4 2021Q3 20238
ARBOR CAPITAL MANAGEMENT INC /ADV 880.42%0.51%0.60%Q4 2021Q3 20238
Alpha Omega Group, Inc. 880.34%0.53%0.81%Q4 2020Q3 20228
WEALTH ADVISORS, INC. 880.09%0.32%0.80%Q1 2020Q4 20218
Key Client Fiduciary Advisors, LLC 883.11%3.82%4.52%Q4 2021Q3 20238
WealthShield Partners, LLC 410.00%0.01%0.02%Q4 2019Q3 20238
SFG Wealth Management, LLC. 880.31%0.52%0.69%Q4 2021Q3 20238
Integrity Financial Corp /WA 887.08%7.62%8.05%Q4 2021Q3 20238
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 510.02%0.07%0.09%Q2 2019Q3 20218
BDO Wealth Advisors, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
BCS Wealth Management 880.08%0.13%0.25%Q4 2021Q3 20238
Mascoma Wealth Management LLC 880.05%0.06%0.06%Q3 2021Q2 20238
WealthPLAN Partners, LLC 880.02%0.02%0.04%Q2 2020Q1 20228
Professional Financial Advisors, LLC 880.00%0.00%0.01%Q4 2020Q3 20228
HFG Advisors, Inc. 881.51%1.75%1.95%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 610.39%1.40%2.24%Q1 2021Q3 20238
Yellowstone Partners, LLC 620.13%2.09%4.90%Q2 2015Q4 20178
Sound Income Strategies, LLC 710.00%0.00%0.01%Q3 2018Q3 20238
National Wealth Management Group, LLC 880.32%0.54%0.69%Q4 2021Q3 20238
COTTONWOOD CAPITAL ADVISORS, LLC 881.96%2.01%2.06%Q4 2021Q3 20238
SHELTON WEALTH MANAGEMENT, LLC 887.37%7.62%8.43%Q4 2021Q3 20238
LifePro Asset Management 880.15%0.29%0.40%Q4 2021Q3 20238
Apollon Wealth Management, LLC 880.13%0.20%0.34%Q4 2021Q3 20238
Raleigh Capital Management Inc. 770.01%0.01%0.03%Q1 2022Q3 20237
SALEM INVESTMENT COUNSELORS INC 770.00%0.00%0.00%Q1 2021Q3 20227
FIFTH THIRD SECURITIES, INC. 310.42%4.15%6.02%Q3 2018Q3 20237
Altus Wealth Group LLC 520.49%0.59%0.65%Q4 2020Q3 20227
Cresset Asset Management, LLC 520.00%0.00%0.00%Q4 2020Q3 20237
MV CAPITAL MANAGEMENT, INC. 770.01%0.01%0.01%Q1 2021Q3 20227
Tyler-Stone Wealth Management 520.21%0.26%0.32%Q4 2021Q3 20237
CAPITAL ONE FINANCIAL CORP 770.07%0.08%0.08%Q2 2020Q4 20217
Eukles Asset Management 770.00%0.00%0.00%Q1 2022Q3 20237
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 310.37%0.49%0.76%Q1 2020Q3 20237
BKA Wealth Consulting, Inc. 777.22%13.24%19.93%Q1 2022Q3 20237
SAXON INTERESTS, INC. 770.56%2.88%4.92%Q4 2021Q2 20237
L.M. KOHN & COMPANY 770.20%0.23%0.27%Q1 2022Q3 20237
Visionary Wealth Advisors 430.02%0.11%0.26%Q4 2021Q3 20237
RAYMOND JAMES TRUST CO. OF NH 771.82%2.17%2.74%Q1 2022Q3 20237
Narus Financial Partners, LLC 770.12%0.14%0.17%Q1 2022Q3 20237
Ameritas Investment Company, LLC 410.02%0.08%0.21%Q3 2019Q3 20217
Holloway Wealth Management, LLC 430.44%1.28%4.45%Q2 2020Q1 20227
Patriot Financial Group Insurance Agency, LLC 770.00%0.00%0.01%Q3 2018Q1 20207
JFS WEALTH ADVISORS, LLC 770.01%0.01%0.02%Q3 2021Q1 20237
PARK AVENUE SECURITIES LLC 520.00%0.01%0.03%Q4 2021Q3 20237
JONES FINANCIAL COMPANIES LLLP 770.00%0.00%0.00%Q1 2021Q3 20227
True Link Financial Advisors, LLC 770.11%0.12%0.14%Q1 2022Q3 20237
ICA Group Wealth Management, LLC 770.21%0.69%1.81%Q1 2022Q3 20237
FLOW TRADERS U.S. LLC 320.02%0.06%0.11%Q2 2021Q2 20237
DEUTSCHE BANK AG\ 610.00%0.00%0.00%Q3 2013Q2 20217
Investors Financial Group, LLC 770.22%0.32%0.41%Q2 2020Q4 20217
EUDAIMONIA ADVISORS LLC 770.72%0.81%0.98%Q1 2022Q3 20237
BAIRD ROBERT W & CO INC /WI/ 770.01%0.02%0.02%Q3 2013Q1 20157
Merit Financial Group, LLC 510.01%0.10%0.30%Q3 2019Q3 20237
Atria Wealth Solutions, Inc. 770.32%0.47%0.56%Q1 2022Q3 20237
WCG Wealth Advisors LLC 660.04%0.12%0.17%Q2 2022Q3 20237
Bedel Financial Consulting, Inc. 660.01%0.01%0.01%Q4 2020Q1 20226
L. Roy Papp & Associates, LLP 660.03%0.04%0.04%Q2 2022Q3 20236
Integrated Advisors Network LLC 510.01%0.03%0.04%Q1 2022Q3 20236
Vishria Bird Financial Group, LLC 413.70%4.34%5.36%Q1 2019Q4 20206
Bensler, LLC 662.31%2.45%2.58%Q1 2022Q2 20236
TNF LLC 660.14%0.20%0.26%Q3 2021Q4 20226
TOWNSQUARE CAPITAL LLC 310.00%0.02%0.03%Q2 2019Q3 20236
CENTRAL TRUST Co 310.00%0.00%0.00%Q3 2016Q3 20236
Virtu KCG Holdings LLC 220.01%0.01%0.02%Q2 2014Q2 20176
Peterson Wealth Services 662.11%2.82%3.45%Q4 2021Q1 20236
O'Dell Group, LLC 510.02%0.03%0.03%Q3 2021Q2 20236
PRIVATE TRUST CO NA 660.16%0.22%0.25%Q2 2022Q3 20236
Confluence Wealth Services, Inc. 660.10%0.15%0.21%Q2 2022Q3 20236
MEEDER ASSET MANAGEMENT INC 660.00%0.00%0.01%Q4 2020Q1 20226
Savior LLC 660.00%0.01%0.01%Q1 2020Q2 20216
TrueWealth Advisors, LLC 310.09%0.17%0.25%Q4 2021Q3 20236
Colonial River Wealth Management, LLC 220.28%0.47%0.80%Q4 2020Q4 20226
Capital Asset Advisory Services LLC 410.01%0.03%0.05%Q4 2019Q3 20236
Householder Group Estate & Retirement Specialist, LLC 410.05%0.18%0.38%Q4 2021Q3 20236
ZACKS INVESTMENT MANAGEMENT 660.00%0.00%0.01%Q2 2022Q3 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Masso Torrence Wealth Management Inc. 660.20%3.54%4.52%Q4 2021Q1 20236
Stonebridge Capital Advisors LLC 660.00%0.00%0.00%Q1 2021Q2 20226
Worth Asset Management, LLC 660.01%0.02%0.02%Q1 2022Q2 20236
WFG Advisors, LP 660.01%0.01%0.01%Q2 2015Q3 20166
Global Financial Private Capital, Inc 510.01%0.03%0.06%Q3 2017Q1 20196
SouthState Corp 660.00%0.00%0.00%Q1 2022Q2 20236
Key FInancial Inc 660.00%0.01%0.02%Q2 2022Q3 20236
BlackRock Inc. 660.00%0.00%0.00%Q2 2020Q3 20216
AdvisorNet Financial, Inc 330.00%0.00%0.00%Q3 2021Q3 20236
MCDONALD PARTNERS LLC 420.15%0.16%0.17%Q4 2020Q2 20226
HAZLETT, BURT & WATSON, INC. 660.04%0.05%0.05%Q1 2022Q2 20236
Foundations Investment Advisors, LLC 660.16%0.17%0.20%Q2 2022Q3 20236
INVESTMENT CENTERS OF AMERICA INC 660.03%0.04%0.04%Q2 2016Q3 20176
Independent Advisor Alliance 310.01%0.12%0.56%Q4 2019Q4 20216
ACIMA PRIVATE WEALTH, LLC 660.02%0.02%0.02%Q4 2020Q1 20226
Winthrop Advisory Group LLC 660.05%0.06%0.07%Q4 2020Q1 20226
Kohmann Bosshard Financial Services, LLC 110.06%0.08%0.11%Q2 2020Q1 20235
BlueCrest Capital Management Ltd 410.01%0.04%0.11%Q1 2021Q2 20235
COLUMBIA ADVISORY PARTNERS LLC 550.22%0.28%0.38%Q4 2021Q4 20225
Global Assets Advisory, LLC 551.19%1.34%1.47%Q3 2022Q3 20235
Comprehensive Financial Consultants Institutional, Inc. 311.40%1.86%2.44%Q4 2021Q3 20235
FSC Wealth Advisors, LLC 550.00%0.86%2.72%Q4 2021Q4 20225
Main Street Financial Solutions, LLC 550.07%0.07%0.08%Q3 2022Q3 20235
Center for Financial Planning, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Coppell Advisory Solutions LLC 410.89%1.24%1.63%Q4 2020Q3 20235
Fragasso Group Inc. 550.05%0.07%0.10%Q4 2022Q4 20235
Axiom Investment Management LLC 550.03%0.03%0.04%Q4 2020Q4 20215
S.C. Financial Services, Inc. 550.51%0.58%0.70%Q4 2021Q4 20225
ARS Wealth Advisors Group, LLC 320.14%0.16%0.19%Q2 2022Q3 20235
Transamerica Financial Advisors, Inc. 550.00%0.00%0.00%Q1 2015Q1 20165
Rehmann Capital Advisory Group 210.00%0.11%0.33%Q1 2019Q3 20235
WealthCare Investment Partners, LLC 410.20%0.35%0.80%Q2 2022Q3 20235
Advisor Resource Council 550.04%0.07%0.11%Q2 2021Q2 20225
Alta Wealth Advisors LLC 550.21%0.24%0.29%Q4 2021Q4 20225
Luken Investment Analytics, LLC 410.02%0.03%0.03%Q4 2020Q3 20235
Accel Wealth Management 550.01%0.01%0.01%Q1 2022Q1 20235
SignalPoint Asset Management, LLC 410.22%1.73%2.12%Q2 2020Q3 20235
FLAGSTAR ADVISORS INC 210.08%0.40%1.40%Q3 2021Q3 20235
Mach-1 Financial Group, LLC 320.05%0.36%1.02%Q2 2022Q3 20235
BARRETT & COMPANY, INC. 551.75%1.83%1.89%Q3 2022Q3 20235
Fermata Advisors, LLC 411.08%2.43%4.45%Q2 2022Q3 20235
Lebenthal Global Advisors, LLC 310.10%0.22%0.55%Q4 2020Q1 20224
COMMERCE BANK 440.00%0.00%0.00%Q4 2022Q3 20234
BESSEMER GROUP INC 310.00%0.00%0.00%Q1 2022Q3 20234
MUFG Americas Holdings Corp 440.00%0.00%0.00%Q4 2021Q3 20224
FREEDOM WEALTH ALLIANCE, LLC 442.00%2.22%2.40%Q4 2022Q3 20234
Beck Bode, LLC 440.80%0.92%0.98%Q4 2022Q3 20234
ODonnell Financial Services, LLC 440.20%0.23%0.31%Q3 2021Q2 20224
Fisher Asset Management, LLC 110.00%0.00%0.00%Q4 2020Q3 20234
Insight Wealth Strategies, LLC 311.49%1.55%1.63%Q4 2018Q4 20194
Migdal Insurance & Financial Holdings Ltd. 440.01%0.03%0.04%Q4 2022Q3 20234
INSIGNEO ADVISORY SERVICES, LLC 440.17%0.20%0.24%Q4 2022Q3 20234
TRUE Private Wealth Advisors 440.00%0.09%0.12%Q2 2019Q1 20204
Legacy Capital Wealth Partners, LLC 210.09%2.44%4.71%Q3 2021Q3 20234
BARNES PETTEY FINANCIAL ADVISORS, LLC 440.51%0.56%0.64%Q4 2022Q3 20234
Choate Investment Advisors 440.00%0.00%0.00%Q3 2020Q2 20214
Richard W. Paul & Associates, LLC 440.07%0.20%0.60%Q4 2022Q3 20234
Valeo Financial Advisors, LLC 210.00%0.01%0.02%Q1 2018Q3 20234
Realta Investment Advisors 220.02%0.03%0.04%Q3 2022Q3 20234
Y.D. More Investments Ltd 440.03%0.31%0.52%Q4 2022Q3 20234
55I, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
Whitaker-Myers Wealth Managers, LTD. 440.96%1.49%2.21%Q4 2022Q3 20234
WIN ADVISORS, INC 440.00%0.20%0.76%Q4 2021Q3 20224
Charter Oak Capital Management, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
AlphaMark Advisors, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
Wellington Shields & Co., LLC 440.10%0.12%0.13%Q2 2020Q1 20214
Gateway Wealth Partners, LLC 441.23%1.47%1.73%Q4 2022Q3 20234
IAMS WEALTH MANAGEMENT, LLC 441.92%2.15%2.42%Q4 2022Q3 20234
Orion Portfolio Solutions, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
OneAscent Financial Services LLC 440.40%0.49%0.66%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.12%0.26%0.48%Q4 2022Q3 20234
Beacon Pointe Advisors, LLC 440.03%0.04%0.05%Q4 2022Q3 20234
First Command Advisory Services, Inc. 220.00%0.00%0.00%Q1 2022Q1 20234
Ergawealth Advisors, Inc. 4412.11%12.63%13.28%Q4 2022Q3 20234
FIRST HAWAIIAN BANK 440.06%0.06%0.07%Q2 2019Q1 20204
Per Stirling Capital Management, LLC. 440.55%0.56%0.59%Q4 2022Q3 20234
SILVER OAK SECURITIES, INCORPORATED 224.29%4.98%5.51%Q1 2022Q1 20234
TRUST CO OF OKLAHOMA 440.29%0.33%0.35%Q4 2022Q3 20234
VitalStone Financial, LLC 440.02%0.40%0.80%Q4 2022Q3 20234
CASCADE INVESTMENT GROUP, INC. 441.72%2.41%2.93%Q4 2022Q3 20234
UNITED CAPITAL FINANCIAL ADVISORS, LLC 310.00%0.00%0.00%Q2 2021Q3 20234
DAYMARK WEALTH PARTNERS, LLC 440.29%0.33%0.36%Q4 2022Q3 20234
ACCURATE INVESTMENT SOLUTIONS, INC. 440.00%0.00%0.01%Q1 2019Q4 20194
CoreCap Advisors, LLC 310.01%0.05%0.10%Q4 2021Q4 20224
SSI INVESTMENT MANAGEMENT LLC 440.19%0.24%0.30%Q3 2019Q2 20204
Camelot Portfolios, LLC 440.09%0.10%0.11%Q1 2021Q4 20214
Advisory Alpha, LLC 310.00%0.42%0.77%Q3 2020Q3 20234
KEYBANK NATIONAL ASSOCIATION/OH 310.00%0.00%0.00%Q4 2019Q3 20234
HCR Wealth Advisors 220.14%0.15%0.16%Q2 2017Q4 20184
Destiny Wealth Partners, LLC 210.00%0.00%0.00%Q4 2020Q3 20213
ABLE Financial Group, LLC 336.64%7.24%7.77%Q1 2023Q3 20233
Intercontinental Wealth Advisors, LLC 330.15%0.17%0.21%Q1 2020Q3 20203
Kapstone Financial Advisors LLC 331.50%1.54%1.61%Q1 2023Q3 20233
Sterling Manor Financial, LLC 331.92%6.96%13.28%Q3 2021Q1 20223
Sutton Wealth Advisors Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Hilltop Holdings Inc. 210.03%0.04%0.04%Q3 2022Q2 20233
Solidarity Wealth, LLC 330.32%0.37%0.44%Q1 2022Q3 20223
Premia Global Advisors, LLC 333.12%3.88%4.29%Q1 2019Q3 20193
Atlas Wealth LLC 210.30%0.38%0.53%Q4 2022Q3 20233
NewEdge Wealth, LLC 330.01%0.04%0.06%Q1 2023Q3 20233
Acorn Wealth Advisors, LLC 330.02%0.02%0.02%Q4 2017Q2 20183
Summit Investment Advisory Services, LLC 330.14%0.15%0.17%Q1 2023Q3 20233
CULLEN/FROST BANKERS, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
Kraft, Davis & Associates, LLC 210.48%0.70%1.12%Q4 2022Q3 20233
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q4 2020Q3 20233
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 330.10%0.72%1.21%Q4 2022Q2 20233
LEVEL FOUR FINANCIAL, LLC 210.15%0.16%0.16%Q4 2020Q3 20213
Nilsine Partners, LLC 331.17%1.21%1.26%Q1 2023Q3 20233
Private Portfolio Partners LLC 330.07%0.11%0.14%Q1 2023Q3 20233
PIN OAK INVESTMENT ADVISORS INC 210.01%0.01%0.02%Q1 2018Q1 20203
Sunbelt Securities, Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
Delos Wealth Advisors, LLC 332.10%2.17%2.27%Q1 2023Q3 20233
Prosperity Wealth Management, Inc. 330.24%1.28%2.86%Q4 2022Q2 20233
Y-Intercept (Hong Kong) Ltd 110.05%0.11%0.20%Q1 2021Q2 20233
Planning Solutions Group LLC 330.40%0.44%0.47%Q4 2018Q2 20193
PEAPACK GLADSTONE FINANCIAL CORP 330.01%0.01%0.01%Q1 2023Q3 20233
Retirement Group, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.19%0.22%0.28%Q1 2023Q3 20233
Family Capital Management, Inc. 330.09%0.12%0.14%Q4 2022Q2 20233
PRUDENTIAL PLC 110.01%0.03%0.04%Q2 2022Q3 20233
Solano Wealth Management, Inc. 3311.38%11.62%11.83%Q1 2023Q3 20233
MEITAV INVESTMENT HOUSE LTD 210.01%0.01%0.01%Q4 2022Q3 20233
Johnson Financial Group, Inc. 330.00%0.00%0.00%Q2 2021Q4 20213
Goodwin Investment Advisory 210.01%0.01%0.01%Q4 2021Q4 20223
BB&T INVESTMENT SERVICES, INC. 330.00%0.00%0.01%Q2 2017Q4 20173
M&R CAPITAL MANAGEMENT INC 330.00%0.00%0.00%Q2 2023Q4 20233
VERUS CAPITAL PARTNERS, LLC 210.04%0.04%0.06%Q4 2019Q1 20223
Pine Valley Investments Ltd Liability Co 330.25%0.29%0.35%Q1 2023Q3 20233
Better Money Decisions, LLC 210.04%0.04%0.04%Q2 2021Q2 20223
Sanctuary Wealth Management, L.L.C. 110.01%0.02%0.03%Q1 2010Q2 20233
WealthPlan Investment Management, LLC 210.00%0.01%0.02%Q1 2022Q2 20233
TWO SIGMA SECURITIES, LLC 210.01%0.01%0.02%Q2 2022Q3 20233
Pinnacle Private Wealth, LLC 330.10%0.12%0.13%Q4 2021Q2 20223
Allen Capital Group, LLC 330.08%0.08%0.08%Q1 2022Q3 20223
HBK Sorce Advisory LLC 330.57%0.58%0.61%Q1 2023Q3 20233
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 330.08%0.09%0.09%Q2 2022Q4 20223
GSA CAPITAL PARTNERS LLP 330.10%0.22%0.30%Q1 2023Q3 20233
ALTFEST L J & CO INC 330.83%0.87%0.88%Q2 2022Q4 20223
Private Ocean, LLC 110.00%0.00%0.00%Q3 2019Q1 20233
Prostatis Group LLC 210.36%1.36%3.21%Q3 2022Q2 20233
HERITAGE WEALTH MANAGEMENT, LLC 330.00%0.01%0.01%Q1 2021Q3 20213
Beacon Capital Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
CREDIT SUISSE AG/ 330.00%0.00%0.00%Q4 2019Q2 20203
Ford Financial Group, LLC 110.02%0.02%0.03%Q2 2021Q4 20212
Trexquant Investment LP 220.02%0.02%0.03%Q4 2019Q1 20202
RE Dickinson Investment Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
First Trust Direct Indexing L.P. 220.02%0.03%0.03%Q2 2023Q3 20232
FIRETHORN WEALTH PARTNERS, LLC 220.16%0.17%0.17%Q2 2023Q3 20232
DAVENPORT & Co LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Clearstead Advisors, LLC 110.00%0.00%0.01%Q3 2020Q4 20222
MYCIO WEALTH PARTNERS, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
OPTIMUM INVESTMENT ADVISORS 220.00%0.00%0.00%Q1 2020Q2 20202
Catalyst Wealth Management, LLC 222.28%2.28%2.28%Q4 2022Q1 20232
Burt Wealth Advisors 220.01%0.01%0.01%Q3 2020Q4 20202
Almanack Investment Partners, LLC. 110.02%0.02%0.03%Q2 2021Q1 20222
Great Lakes Retirement, Inc. 225.19%6.29%7.39%Q4 2022Q1 20232
Virtu Financial LLC 110.02%0.03%0.04%Q3 2017Q4 20182
Financial Services Advisory Inc 220.37%0.57%0.77%Q3 2021Q4 20212
LVZ, Inc. 220.03%0.04%0.05%Q3 2021Q4 20212
KINGSWOOD WEALTH ADVISORS, LLC 220.09%0.56%1.04%Q2 2023Q3 20232
True Capital Management 220.50%0.57%0.64%Q4 2022Q1 20232
Bullseye Investment Management, LLC 220.24%6.88%13.52%Q2 2023Q3 20232
Coppell Advisory Solutions Corp. 221.14%1.26%1.39%Q4 2022Q1 20232
OLD MISSION CAPITAL LLC 110.20%0.24%0.28%Q3 2019Q2 20202
IAG Wealth Partners, LLC 110.00%0.01%0.01%Q2 2021Q1 20232
Axiom Financial Strategies, LLC 224.43%8.59%12.76%Q1 2023Q2 20232
Bison Wealth, LLC 220.31%0.32%0.33%Q2 2023Q3 20232
WEALTHSPAN PARTNERS, LLC 220.24%0.27%0.29%Q1 2023Q2 20232
StoneX Group Inc. 220.20%0.21%0.22%Q1 2018Q2 20182
VSR Financial Services, Inc. 220.05%0.06%0.08%Q1 2016Q2 20162
Castle Rock Wealth Management, LLC 110.32%0.61%0.91%Q2 2018Q2 20202
Argentus Capital Management, LLC 220.01%0.02%0.02%Q4 2015Q1 20162
Centerpoint Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Rise Advisors, LLC 220.07%0.07%0.08%Q4 2021Q1 20222
LYNCH & ASSOCIATES/IN 220.06%0.06%0.06%Q3 2023Q4 20232
GHP Investment Advisors, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
SageView Advisory Group, LLC 220.05%0.05%0.05%Q1 2023Q2 20232
F3Logic, LLC 220.03%0.03%0.03%Q2 2021Q3 20212
Sugarloaf Wealth Management, LLC 220.03%0.03%0.03%Q4 2019Q1 20202
PANORAMIC INVESTMENT ADVISORS, LLC 110.78%1.06%1.34%Q4 2022Q3 20232
Prism Advisors, Inc. 220.20%0.24%0.29%Q1 2020Q2 20202
Birchcreek Wealth Management, LLC 220.26%0.31%0.36%Q3 2022Q4 20222
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.02%0.02%0.02%Q1 2023Q3 20232
Prime Capital Investment Advisors, LLC 110.00%0.01%0.01%Q4 2022Q2 20232
Kesler, Norman & Wride, LLC 220.29%0.29%0.29%Q1 2021Q2 20212
Kingsbury Capital Investment Advisors LLC 220.30%0.48%0.66%Q1 2022Q2 20222
AVIANCE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2017Q1 20182
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
HHM Wealth Advisors, LLC 110.00%0.01%0.01%Q1 2020Q2 20222
GODSEY & GIBB, INC 220.00%0.00%0.00%Q1 2023Q2 20232
COUNTRY TRUST BANK 220.00%0.00%0.00%Q4 2019Q1 20202
FIRST INTERSTATE BANK 220.01%0.01%0.01%Q3 2019Q4 20192
RELIANCE TRUST CO OF DELAWARE 220.05%0.06%0.08%Q4 2018Q1 20192
Summit Financial, LLC 220.08%0.08%0.08%Q2 2023Q3 20232
FDx Advisors, Inc. 220.01%0.01%0.01%Q2 2017Q3 20172
Claro Advisors LLC 110.02%0.19%0.35%Q4 2018Q3 20192
San Luis Wealth Advisors LLC 110.02%0.02%0.02%Q1 2022Q1 20221
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q2 2023Q2 20231
Carolina Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Second Half Financial Partners, LLC 110.97%0.97%0.97%Q2 2023Q2 20231
Synergy Asset Management, LLC 111.40%1.40%1.40%Q4 2021Q4 20211
Oxler Private Wealth LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Congress Wealth Management LLC / DE / 110.00%0.00%0.00%Q1 2022Q1 20221
Autumn Glory Partners, LLC 110.24%0.24%0.24%Q1 2023Q1 20231
Avantax Planning Partners, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
FinTrust Capital Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
EWG Elevate Inc. 119.04%9.04%9.04%Q4 2019Q4 20191
TAP Consulting, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Inscription Capital, LLC 110.06%0.06%0.06%Q2 2021Q2 20211
Rockbridge Investment Management, LCC 110.01%0.01%0.01%Q4 2020Q4 20201
KPP Advisory Services LLC 115.11%5.11%5.11%Q3 2023Q3 20231
Well Done, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
IMA Wealth, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
Covestor Ltd 110.00%0.00%0.00%Q2 2022Q2 20221
Bellwether Advisors, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Strategic Investment Solutions, Inc. /IL 110.00%0.00%0.00%Q3 2023Q3 20231
SEI INVESTMENTS CO 110.00%0.00%0.00%Q2 2018Q2 20181
J Arnold Wealth Management Co 110.02%0.02%0.02%Q4 2020Q4 20201
WEST PACES ADVISORS INC. 110.00%0.00%0.00%Q4 2022Q4 20221
NBC SECURITIES, INC. 110.73%0.73%0.73%Q3 2023Q3 20231
UMB Bank, n.a. 110.00%0.00%0.00%Q3 2022Q3 20221
Lowe Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
PFG Investments, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Portfolio Solutions, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
ADVISOR PARTNERS LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Covington Capital Management 110.01%0.01%0.01%Q2 2021Q2 20211
NEXT Financial Holdings 110.10%0.10%0.10%Q1 2019Q1 20191
Moser Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Grove Bank & Trust 110.06%0.06%0.06%Q3 2023Q3 20231
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TimeScale Financial, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
WFA of San Diego, LLC 110.21%0.21%0.21%Q2 2020Q2 20201
1900 WEALTH MANAGEMENT LLC 110.05%0.05%0.05%Q2 2021Q2 20211
Karn, Couzens & Associates, Inc. 110.15%0.15%0.15%Q4 2021Q4 20211
AXXCESS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Gibraltar Capital Management, Inc. 110.20%0.20%0.20%Q3 2021Q3 20211
CAPITAL ONE, NATIONAL ASSOCIATION 110.22%0.22%0.22%Q4 2019Q4 20191
Holistic Financial Partners 114.77%4.77%4.77%Q3 2023Q3 20231
TCI Wealth Advisors, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
GSG Advisors LLC 110.33%0.33%0.33%Q3 2023Q3 20231
PCA Investment Advisory Services Inc. 110.09%0.09%0.09%Q2 2023Q2 20231
CAMBRIDGE TRUST CO 110.00%0.00%0.00%Q1 2022Q1 20221
Princeton Global Asset Management LLC 110.02%0.02%0.02%Q4 2020Q4 20201
GoalVest Advisory LLC 110.00%0.00%0.00%Q1 2023Q1 20231
ADVISOR PARTNERS II, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
SJS Investment Consulting Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Parallel Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Covenant Multifamily Offices, LLC 110.13%0.13%0.13%Q3 2018Q3 20181
NORTHERN TRUST CORP 110.00%0.00%0.00%Q4 2022Q4 20221
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
McAdam, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Waterloo Capital, L.P. 110.17%0.17%0.17%Q3 2023Q3 20231
Centennial Wealth Advisory LLC 110.12%0.12%0.12%Q3 2023Q3 20231
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
EdgeRock Capital LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Blueprint Investment Partners LLC 110.09%0.09%0.09%Q1 2023Q1 20231
MADRONA FUNDS, LLC 116.54%6.54%6.54%Q3 2019Q3 20191
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
MBE Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Stiles Financial Services Inc 110.18%0.18%0.18%Q3 2022Q3 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
Envestnet Portfolio Solutions, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
Concord Wealth Partners 110.00%0.00%0.00%Q4 2022Q4 20221
Evolution Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Lansing Street Advisors 110.07%0.07%0.07%Q1 2023Q1 20231
Gerber Kawasaki Wealth & Investment Management 110.01%0.01%0.01%Q3 2021Q3 20211
BALDWIN BROTHERS LLC/MA 110.00%0.00%0.00%Q4 2023Q4 20231
Fulcrum Equity Management 111.12%1.12%1.12%Q4 2022Q4 20221
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Kure Advisory, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Allegheny Financial Group LTD 110.08%0.08%0.08%Q4 2022Q4 20221
Addison Advisors LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
MASSMUTUAL TRUST CO FSB/ADV 110.01%0.01%0.01%Q4 2021Q4 20211
PACIFIC FINANCIAL GROUP INC 111.38%1.38%1.38%Q3 2020Q3 20201
COMERICA BANK 110.02%0.02%0.02%Q3 2023Q3 20231
CNB Bank 110.00%0.00%0.00%Q1 2023Q1 20231
Essex Savings Bank 110.11%0.11%0.11%Q4 2019Q4 20191
Farmers & Merchants Trust Co of Chambersburg PA 110.01%0.01%0.01%Q2 2023Q2 20231
FormulaFolio Investments, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
PETERSON WEALTH MANAGEMENT 111.93%1.93%1.93%Q2 2021Q2 20211
Jane Street Holding, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Empowered Funds, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
WEBSTER BANK, N. A. 110.00%0.00%0.00%Q3 2021Q3 20211
Tortoise Investment Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
VisionPoint Advisory Group, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
QUADRANT CAPITAL GROUP LLC 110.05%0.05%0.05%Q2 2020Q2 20201
BROWN ADVISORY INC 110.00%0.00%0.00%Q4 2022Q4 20221
Integrated Wealth Management 110.00%0.00%0.00%Q1 2016Q1 20161
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Arete Wealth Advisors, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
CAHILL FINANCIAL ADVISORS INC 110.27%0.27%0.27%Q4 2019Q4 20191
N.E.W. Advisory Services LLC 110.44%0.44%0.44%Q3 2023Q3 20231
USCA RIA LLC 110.05%0.05%0.05%Q4 2020Q4 20201
ProVise Management Group, LLC 110.15%0.15%0.15%Q4 2021Q4 20211
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.