FIRST TR EXCHANGE TRADED FD shareholder history

Current and past FIRST TR EXCHANGE TRADED FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.02%Q2 2013Q3 2023108
Citadel Advisors 3110.00%0.00%0.01%Q4 2014Q3 202372
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.03%Q2 2013Q3 202358
WELLS FARGO & COMPANY/MN 42420.00%0.04%0.10%Q2 2013Q3 202343
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.01%0.34%1.36%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.01%0.04%0.09%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.02%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.01%0.02%0.06%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.02%0.07%0.23%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.04%0.12%Q2 2013Q3 202342
LPL Financial LLC 42420.02%0.08%0.22%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.02%Q2 2013Q3 202342
Raymond James Financial Services Advisors, Inc. 3740.03%0.13%0.71%Q2 2013Q3 202341
Hartford Financial Management Inc. 26151.25%2.58%4.35%Q2 2013Q3 202341
D.A. DAVIDSON & CO. 28130.00%0.06%0.22%Q2 2013Q3 202341
McKinley Carter Wealth Services, Inc. 41410.12%2.50%6.98%Q3 2013Q3 202341
Prospera Financial Services Inc 2330.04%0.15%1.01%Q2 2013Q3 202340
STIFEL FINANCIAL CORP 39390.01%0.02%0.07%Q1 2014Q3 202339
ENVESTNET ASSET MANAGEMENT INC 3810.00%0.01%0.02%Q2 2013Q3 202339
Hudock, Inc. 38380.00%0.11%1.39%Q2 2013Q3 202238
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28100.00%0.00%0.01%Q1 2014Q3 202338
Creative Planning 1850.00%0.00%0.01%Q2 2013Q3 202338
US BANCORP \DE\ 38380.00%0.00%0.00%Q2 2014Q3 202338
Cambridge Investment Research Advisors, Inc. 2610.02%0.04%0.10%Q3 2013Q3 202337
Private Advisor Group, LLC 1810.00%0.04%0.08%Q4 2013Q3 202337
JUNCTURE WEALTH STRATEGIES, LLC 37370.36%0.86%1.71%Q4 2014Q4 202337
Tortoise Investment Management, LLC 36360.00%0.00%0.01%Q4 2012Q3 202136
ATWOOD & PALMER INC 21150.00%0.11%0.30%Q2 2013Q3 202336
Cetera Advisor Networks LLC 3510.01%0.05%0.12%Q3 2014Q3 202336
UBS Group AG 36360.01%0.03%0.08%Q4 2014Q3 202336
Cetera Advisors LLC 22140.00%0.04%0.08%Q3 2014Q3 202336
Ancora Advisors LLC 2220.05%0.19%0.46%Q2 2013Q3 202335
BANK OF MONTREAL /CAN/ 3320.00%0.00%0.00%Q4 2014Q3 202335
Sandy Spring Bank 35350.00%0.00%0.01%Q1 2015Q3 202335
B. Riley Wealth Advisors, Inc. 2420.00%0.20%0.52%Q2 2013Q3 202335
Baird Financial Group, Inc. 34340.00%0.01%0.06%Q2 2015Q3 202334
Tower Research Capital LLC (TRC) 2120.00%0.18%1.12%Q2 2014Q3 202334
Janney Montgomery Scott LLC 1820.02%0.08%0.34%Q3 2013Q3 202333
STEPHENS INC /AR/ 22110.01%0.04%0.17%Q2 2013Q3 202333
Sigma Planning Corp 2750.02%0.09%0.30%Q4 2014Q3 202332
RPG Investment Advisory, LLC 32320.02%1.02%1.94%Q4 2015Q3 202332
Ameritas Investment Partners, Inc. 2110.00%0.00%0.01%Q4 2014Q3 202332
First Heartland Consultants, Inc. 1530.05%0.43%1.09%Q2 2013Q3 202332
CWM, LLC 2030.00%0.03%0.50%Q3 2015Q3 202331
Cutler Group LLC / CA 810.00%0.00%0.01%Q4 2015Q3 202231
Geneos Wealth Management Inc. 31310.00%0.01%0.06%Q1 2016Q3 202331
Bedell Frazier Investment Counselling, LLC 2310.17%0.31%0.69%Q2 2013Q3 202331
IFP Advisors, Inc 17140.02%0.07%0.17%Q4 2015Q3 202331
MCF Advisors LLC 1370.00%0.00%0.00%Q4 2015Q3 202330
SignalPoint Asset Management, LLC 2550.28%0.55%0.79%Q1 2016Q3 202330
Brown Advisory Securities, LLC 2820.08%0.43%1.40%Q1 2015Q3 202230
BLAIR WILLIAM & CO/IL 2370.00%0.00%0.01%Q2 2013Q3 202330
Winslow, Evans & Crocker, Inc. 29290.01%0.07%0.27%Q4 2013Q4 202029
Financial Enhancement Group LLC 2270.00%0.57%2.40%Q2 2015Q3 202329
First Allied Advisory Services, Inc. 2310.01%0.07%0.17%Q2 2013Q3 202028
WEBSTER BANK, N. A. 28280.00%0.01%0.01%Q4 2016Q3 202328
NEXT Financial Group, Inc 14140.00%0.02%0.21%Q2 2014Q4 202128
MUFG Americas Holdings Corp 14140.00%0.00%0.00%Q1 2014Q3 202228
Shepherd Financial Partners LLC 28280.04%0.07%0.22%Q4 2016Q3 202328
GOLDMAN SACHS GROUP INC 2010.00%0.01%0.02%Q1 2012Q3 202328
BARCLAYS PLC 28280.00%0.00%0.00%Q2 2016Q1 202328
Kovack Advisors, Inc. 2510.03%0.13%0.28%Q4 2015Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.02%0.06%Q2 2013Q4 201927
RAYMOND JAMES TRUST N.A. 27270.02%0.04%0.06%Q2 2015Q4 202127
Pacific Center for Financial Services 2430.00%0.00%0.00%Q4 2016Q3 202327
NewEdge Advisors, LLC 1110.01%0.58%3.64%Q4 2014Q3 202327
Oxbow Advisors, LLC 27270.12%0.30%0.72%Q1 2017Q3 202327
WEDBUSH SECURITIES INC 1310.01%0.06%0.18%Q3 2013Q4 202126
SIGNATUREFD, LLC 2010.00%0.00%0.02%Q4 2013Q3 202326
SUNTRUST BANKS INC 26260.00%0.02%0.05%Q2 2013Q3 201926
Gradient Investments LLC 2410.00%0.00%0.01%Q2 2013Q3 202326
Carroll Financial Associates, Inc. 26260.00%0.00%0.04%Q3 2015Q4 202126
Jacobi Capital Management LLC 25250.04%0.06%0.10%Q3 2017Q3 202325
MML INVESTORS SERVICES, LLC 2320.00%0.07%0.25%Q2 2017Q3 202325
Steward Partners Investment Advisory, LLC 1820.00%0.03%0.11%Q1 2017Q3 202325
Advisory Services Network, LLC 1610.00%0.07%0.30%Q4 2013Q1 202325
Texas Yale Capital Corp. 25250.06%0.10%0.13%Q3 2017Q3 202325
Financial Advocates Investment Management 24240.03%0.08%0.21%Q4 2017Q3 202324
BB&T SECURITIES, LLC 1590.00%0.05%0.19%Q2 2013Q3 201924
RWA WEALTH PARTNERS, LLC 24240.02%0.36%0.83%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.06%0.13%Q4 2017Q3 202324
JANE STREET GROUP, LLC 810.00%0.01%0.04%Q4 2014Q2 202324
Quad-Cities Investment Group, LLC 23230.71%1.22%1.88%Q1 2018Q3 202323
FIRST TRUST ADVISORS LP 1140.00%0.75%3.15%Q1 2014Q3 202323
FIFTH THIRD BANCORP 1010.00%0.00%0.00%Q2 2014Q2 202323
Patriot Financial Group Insurance Agency, LLC 23230.01%0.03%0.10%Q4 2016Q2 202223
Private Ocean, LLC 23230.01%0.01%0.04%Q1 2018Q3 202323
AE Wealth Management LLC 23230.00%0.02%0.12%Q1 2018Q3 202323
BALDWIN BROTHERS LLC/MA 23230.00%0.00%0.01%Q2 2018Q4 202323
Cornell Pochily Investment Advisors, Inc. 23230.09%0.17%0.25%Q1 2018Q3 202323
CREDIT SUISSE AG/ 1910.00%0.00%0.01%Q1 2013Q1 202322
Snowden Capital Advisors LLC 1480.01%0.04%0.09%Q1 2018Q3 202322
Koshinski Asset Management, Inc. 720.06%0.12%0.33%Q1 2015Q1 202322
COZAD ASSET MANAGEMENT INC 22220.04%0.12%0.29%Q2 2018Q3 202322
1ST SOURCE BANK 2020.02%0.09%0.18%Q2 2015Q3 202322
Voya Financial Advisors, Inc. 22220.01%0.07%0.38%Q1 2015Q2 202022
CREATIVE FINANCIAL DESIGNS INC /ADV 1810.01%0.07%0.21%Q4 2016Q3 202321
Milestone Advisory Partners 1030.14%0.20%0.28%Q4 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.05%Q3 2018Q3 202321
J.P. Morgan Private Wealth Advisors LLC 21210.00%0.01%0.01%Q3 2018Q3 202321
Modera Wealth Management, LLC 1810.01%0.04%0.08%Q1 2016Q4 202121
Regal Investment Advisors LLC 1010.02%0.13%0.27%Q1 2014Q3 202321
FMR LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
American Portfolios Advisors 20200.03%0.06%0.08%Q4 2017Q3 202220
Eukles Asset Management 20200.04%0.16%0.47%Q4 2018Q3 202320
HL FINANCIAL SERVICES LLC 1120.01%0.08%0.18%Q2 2013Q1 201920
Mascoma Wealth Management LLC 1010.00%0.01%0.01%Q1 2017Q3 202320
RFG Advisory, LLC 1730.01%0.08%0.15%Q3 2017Q4 202220
TFG Advisers LLC 20200.17%0.35%0.56%Q4 2018Q3 202320
Endurance Wealth Management, Inc. 20200.01%0.02%0.02%Q3 2018Q2 202320
Transamerica Financial Advisors, Inc. 1010.00%0.46%1.90%Q4 2014Q2 202019
LAKE STREET PRIVATE WEALTH, LLC 19190.09%0.16%0.36%Q1 2019Q3 202319
Clarus Wealth Advisors 1310.02%0.17%0.34%Q2 2018Q2 202319
Stratos Wealth Partners, LTD. 1110.02%0.03%0.05%Q2 2016Q4 202119
Capital Analysts, LLC 19190.00%0.05%0.17%Q1 2019Q3 202319
Sunbelt Securities, Inc. 1810.03%0.13%0.34%Q4 2016Q3 202319
PINNACLE ASSOCIATES LTD 1270.00%0.02%0.04%Q4 2018Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
NORTHERN TRUST CORP 610.00%0.00%0.00%Q4 2013Q3 202119
BENJAMIN EDWARDS INC 18180.01%0.07%0.18%Q2 2019Q3 202318
Rockefeller Capital Management L.P. 18180.00%0.00%0.01%Q1 2019Q2 202318
Global Retirement Partners, LLC 1010.00%0.02%0.05%Q4 2018Q3 202318
RDA Financial Network 18180.15%0.21%0.27%Q2 2019Q3 202318
AVANTAX ADVISORY SERVICES, INC. 1710.00%0.03%0.08%Q1 2019Q3 202318
Mutual Advisors, LLC 1440.03%0.06%0.12%Q1 2019Q3 202318
WINTRUST INVESTMENTS LLC 1620.02%0.16%0.25%Q4 2016Q2 202118
Cetera Investment Advisers 1310.00%0.03%0.13%Q3 2018Q3 202318
NewSquare Capital LLC 1260.00%1.93%4.39%Q4 2013Q4 201918
Commonwealth Equity Services, Inc 18180.02%0.03%0.07%Q2 2013Q3 201718
Dynamic Advisor Solutions LLC 1310.04%0.20%0.38%Q2 2014Q1 201917
North Star Investment Management Corp. 17170.00%0.00%0.00%Q3 2019Q3 202317
Kingsview Wealth Management, LLC 1010.02%0.23%0.62%Q1 2017Q1 202317
PFG Advisors 940.03%0.26%0.61%Q4 2018Q2 202317
Moors & Cabot, Inc. 1070.06%0.12%0.27%Q4 2015Q3 202317
BlackRock Inc. 1160.00%0.00%0.00%Q4 2015Q3 202317
HighTower Advisors, LLC 710.00%0.03%0.10%Q2 2014Q3 202317
Westside Investment Management, Inc. 1010.00%0.00%0.01%Q2 2017Q2 202217
M&R CAPITAL MANAGEMENT INC 17170.01%0.02%0.04%Q4 2016Q4 202017
JNBA Financial Advisors 17170.00%0.00%0.00%Q2 2014Q2 201817
Ranch Capital Advisors Inc. 17170.18%0.27%0.35%Q3 2019Q3 202317
CAPTRUST FINANCIAL ADVISORS 1010.00%0.00%0.01%Q1 2015Q2 202216
HARBOR INVESTMENT ADVISORY, LLC 16160.01%0.03%0.06%Q4 2019Q3 202316
Laird Norton Wetherby Wealth Management, LLC 16160.02%0.03%0.04%Q1 2018Q4 202116
SG Americas Securities, LLC 1510.00%0.01%0.06%Q1 2014Q2 201816
IFG Advisory, LLC 1510.03%0.10%0.18%Q3 2019Q3 202316
Cedar Mountain Advisors, LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
J&P(CHINA)CAPITAL MANAGEMENT CO.,LTD 16160.00%1.35%2.54%Q4 2014Q3 201816
Clear Harbor Asset Management, LLC 16160.04%0.21%0.27%Q4 2019Q3 202316
Capital Investment Advisory Services, LLC 810.00%0.01%0.02%Q1 2019Q3 202316
TRUIST FINANCIAL CORP 16160.01%0.01%0.02%Q4 2019Q3 202316
Horizon Investments, LLC 1140.02%0.06%0.17%Q2 2013Q2 201915
OSAIC HOLDINGS, INC. 15150.02%0.05%0.10%Q1 2020Q3 202315
HUNTINGTON NATIONAL BANK 1210.00%0.00%0.00%Q2 2015Q4 201915
WFG Advisors, LP 1410.04%0.09%0.13%Q2 2013Q1 201715
LINCOLN NATIONAL CORP 15150.01%0.03%0.05%Q3 2019Q1 202315
McGuire Investment Group, LLC 610.78%1.06%1.50%Q3 2018Q3 202315
Western Wealth Management, LLC 870.02%0.04%0.10%Q4 2019Q3 202315
CHURCHILL MANAGEMENT Corp 960.12%0.86%7.49%Q2 2013Q3 201815
Gladstone Institutional Advisory LLC 1230.04%0.15%0.34%Q4 2019Q3 202315
Advisor Group, Inc. 15150.03%0.08%0.15%Q2 2016Q4 201915
MinichMacGregor Wealth Management, LLC 1210.00%0.44%1.55%Q4 2015Q4 202215
HOEY INVESTMENTS, INC 1230.00%0.01%0.05%Q4 2019Q3 202315
SIMPLEX TRADING, LLC 510.00%0.00%0.02%Q1 2015Q3 202115
WealthShield Partners, LLC 710.00%0.07%0.21%Q4 2017Q3 202315
PACIFIC SUN FINANCIAL CORP 611.02%1.60%2.46%Q1 2018Q2 202315
WOLVERINE TRADING, LLC 510.00%0.00%0.01%Q3 2016Q4 201815
NOMURA ASSET MANAGEMENT CO LTD 910.01%0.03%0.05%Q1 2016Q1 202014
Truvestments Capital LLC 510.01%0.11%0.32%Q3 2018Q4 202214
American Financial Advisors, LLC 950.06%0.09%0.10%Q1 2020Q3 202314
Financial Gravity Asset Management, Inc. 510.00%0.03%0.10%Q1 2019Q3 202314
GREAT VALLEY ADVISOR GROUP, INC. 14140.01%0.10%0.28%Q2 2020Q3 202314
Equitable Holdings, Inc. 14140.00%0.01%0.01%Q2 2020Q3 202314
Karp Capital Management Corp 1220.13%1.19%2.10%Q2 2018Q4 202114
Cambridge Advisors Inc. 14140.06%0.13%0.19%Q2 2020Q3 202314
Rosenberg Matthew Hamilton 14140.01%0.01%0.02%Q2 2020Q3 202314
Column Capital Advisors, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
MGO ONE SEVEN LLC 1220.02%0.15%0.39%Q4 2017Q3 202114
COUNTRY TRUST BANK 14140.00%0.00%0.01%Q3 2020Q4 202314
BROWN ADVISORY INC 810.00%0.00%0.00%Q2 2014Q3 202314
Royal Fund Management, LLC 14140.00%0.01%0.01%Q4 2016Q1 202014
MSI Financial Services Inc 1310.01%0.47%1.49%Q2 2013Q4 201614
SPC Financial, Inc. 940.07%0.29%0.59%Q4 2013Q2 201913
Ironwood Financial, llc 13130.01%0.01%0.02%Q3 2018Q3 202113
LEVEL FOUR ADVISORY SERVICES, LLC 510.02%0.10%0.48%Q1 2019Q2 202313
Kestra Advisory Services, LLC 13130.02%0.05%0.13%Q3 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.05%0.12%0.26%Q3 2020Q3 202313
Meridian Wealth Management, LLC 1210.02%0.07%0.12%Q2 2019Q3 202313
NAVELLIER & ASSOCIATES INC 310.07%1.56%3.49%Q3 2014Q3 202313
FLAGSHIP HARBOR ADVISORS, LLC 1120.01%0.05%0.12%Q4 2016Q4 202013
First PREMIER Bank 760.01%0.02%0.02%Q2 2020Q3 202313
Founders Financial Alliance, LLC 13130.02%0.04%0.06%Q3 2020Q3 202313
Spectrum Wealth Advisory Group, LLC 13130.27%2.49%3.31%Q2 2019Q2 202213
Arkadios Wealth Advisors 710.00%0.04%0.08%Q2 2020Q3 202312
Freedom Investment Management, Inc. 12120.02%0.05%0.08%Q1 2019Q4 202112
Hochman Cole Investment Advisors, Inc. 12120.18%0.24%0.32%Q4 2018Q3 202112
Berger Financial Group, Inc 12121.92%2.81%4.04%Q4 2020Q3 202312
Axiom Investment Management LLC 12120.02%0.18%0.51%Q1 2019Q4 202112
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.02%Q2 2013Q1 201612
FOUNDERS FINANCIAL SECURITIES LLC 710.12%0.33%0.50%Q4 2013Q2 201912
Cutter & CO Brokerage, Inc. 930.08%0.24%0.48%Q4 2016Q4 201912
Valeo Financial Advisors, LLC 840.00%0.00%0.01%Q3 2017Q1 202112
WADE G W & INC 12120.02%0.03%0.04%Q4 2020Q3 202312
GPS Wealth Strategies Group, LLC 930.06%0.08%0.12%Q3 2020Q3 202312
Integrated Wealth Concepts LLC 12120.01%0.05%0.12%Q4 2020Q3 202312
Front Row Advisors LLC 12120.00%0.00%0.00%Q3 2020Q2 202312
Oder Investment Management, LLC 12120.45%0.61%0.78%Q4 2020Q3 202312
Wealthcare Advisory Partners LLC 1110.01%0.01%0.02%Q3 2017Q1 202112
Diversified, LLC 12120.10%0.24%0.46%Q4 2020Q3 202312
Waverly Advisors, LLC 930.00%0.06%0.10%Q2 2014Q3 202312
WealthPLAN Partners, LLC 410.00%0.02%0.04%Q1 2015Q2 202312
Avior Wealth Management, LLC 11110.00%0.03%0.05%Q1 2021Q3 202311
Global Wealth Management Investment Advisory, Inc. 1010.00%0.01%0.05%Q4 2018Q3 202111
Valentine Capital Asset Management, Inc. 11110.93%1.62%2.58%Q2 2013Q4 201511
Virtue Capital Management, LLC 810.04%0.20%0.87%Q3 2018Q3 202311
Campbell Wealth Management 1010.02%0.04%0.04%Q2 2020Q2 202311
Wagner Wealth Management, LLC 650.01%0.02%0.03%Q4 2020Q3 202311
Destiny Wealth Partners, LLC 11110.06%0.07%0.10%Q1 2021Q3 202311
Aptus Capital Advisors, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.02%0.04%Q1 2021Q3 202311
Clearstead Advisors, LLC 830.00%0.01%0.05%Q2 2019Q3 202311
WOODWARD DIVERSIFIED CAPITAL, LLC 11110.16%0.58%1.54%Q4 2020Q2 202311
Addison Advisors LLC 1010.00%0.00%0.01%Q4 2020Q3 202311
Advisors Preferred, LLC 510.00%0.34%1.20%Q4 2013Q3 202011
FISHMAN JAY A LTD/MI 10100.05%0.19%0.28%Q1 2015Q2 201710
Crumly & Associates Inc. 10100.32%2.87%4.85%Q4 2019Q1 202210
MANUFACTURERS LIFE INSURANCE COMPANY, THE 10100.00%0.00%0.00%Q2 2016Q3 201810
J Arnold Wealth Management Co 610.11%2.22%5.59%Q4 2019Q1 202310
Continuum Advisory, LLC 640.18%0.23%0.29%Q1 2018Q4 202110
IHT Wealth Management, LLC 510.01%0.03%0.05%Q4 2016Q3 202310
VALLEY NATIONAL ADVISERS INC 10100.00%0.01%0.01%Q2 2017Q3 201910
ELEMENT POINTE ADVISORS, LLC 10100.08%0.12%0.16%Q1 2019Q2 202110
Golden State Wealth Management, LLC 610.04%0.08%0.10%Q1 2019Q4 202110
WESPAC Advisors SoCal, LLC 910.18%0.38%0.62%Q4 2015Q1 202210
BECK CAPITAL MANAGEMENT, LLC 910.21%1.44%2.21%Q4 2013Q4 201910
LEAVELL INVESTMENT MANAGEMENT, INC. 550.06%0.11%0.14%Q2 2013Q1 201610
SMITH HAYES Advisers, Inc 10100.11%0.19%0.32%Q3 2013Q4 201510
Hilltop Holdings Inc. 810.30%0.33%0.36%Q1 2015Q4 201710
Madden Advisory Services, Inc. 710.04%0.05%0.07%Q2 2013Q1 201710
PICTON MAHONEY ASSET MANAGEMENT 820.00%0.00%0.01%Q1 2014Q3 201610
TSFG, LLC 820.02%0.02%0.03%Q1 2019Q2 202310
Crestone Asset Management LLC 10100.09%0.70%1.13%Q4 2018Q1 202110
BAROMETER CAPITAL MANAGEMENT INC. 640.05%0.26%0.75%Q1 2014Q1 201910
Lloyd Advisory Services, LLC. 10100.00%0.00%0.00%Q4 2019Q1 202210
FLOW TRADERS U.S. LLC 710.01%0.08%0.23%Q3 2020Q3 202310
Perigon Wealth Management, LLC 510.01%0.02%0.06%Q3 2016Q3 202310
Harborview Advisors, LLC 820.16%0.19%0.22%Q1 2019Q3 202110
Independent Advisor Alliance 710.04%0.21%1.03%Q4 2018Q3 202310
Qube Research & Technologies Ltd 410.00%0.01%0.04%Q4 2019Q3 202310
HARBOUR INVESTMENTS, INC. 640.06%0.14%0.24%Q1 2021Q3 202310
IFC Holdings Incorporated/FL 990.29%0.37%0.42%Q3 2013Q3 20159
VSR Financial Services, Inc. 990.10%0.16%0.22%Q4 2013Q4 20159
CENTAURUS FINANCIAL, INC. 810.00%0.05%0.12%Q2 2018Q4 20219
SII INVESTMENTS INC/WI 990.03%0.08%0.13%Q2 2014Q2 20169
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 610.02%0.03%0.05%Q1 2019Q3 20219
Integrated Advisors Network LLC 540.05%0.09%0.12%Q2 2021Q3 20239
MARINER INDEPENDENT ADVISOR NETWORK, LLC 410.21%0.33%0.56%Q3 2015Q1 20209
TPG Financial Advisors, LLC 991.26%1.41%1.67%Q2 2020Q2 20229
Allworth Financial LP 810.00%0.00%0.00%Q1 2019Q3 20239
ASSETMARK, INC 710.00%0.00%0.00%Q1 2019Q3 20239
C M BIDWELL & ASSOCIATES LTD 990.01%0.01%0.01%Q3 2021Q3 20239
OneDigital Investment Advisors LLC 410.02%0.03%0.06%Q2 2019Q3 20239
CUE ADVISORY SERVICES, INC. 540.21%0.45%0.75%Q3 2015Q3 20189
PECAUT & CO. 990.26%0.48%0.58%Q3 2021Q3 20239
Virtu Financial LLC 210.01%0.18%0.55%Q2 2013Q2 20199
Mosaic Family Wealth, LLC 990.00%0.00%0.00%Q4 2015Q4 20179
SevenBridge Financial Group, LLC 810.01%0.01%0.01%Q2 2016Q3 20189
Financial Partners Group, Inc 990.05%0.31%0.71%Q1 2020Q1 20229
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 720.09%0.66%1.11%Q2 2018Q4 20209
Capital Asset Advisory Services LLC 810.06%0.50%0.62%Q2 2017Q2 20209
Stonebridge Financial Planning Group, LLC 990.10%0.24%0.38%Q4 2019Q4 20219
Global Trust Asset Management, LLC 510.01%0.11%0.50%Q1 2018Q3 20239
STERNE AGEE GROUP, INC. 880.23%0.39%0.82%Q2 2013Q1 20158
Somerset Group LLC 411.89%2.45%3.56%Q4 2014Q3 20188
MASSMUTUAL TRUST CO FSB/ADV 880.00%0.00%0.00%Q4 2017Q3 20198
MILLENNIUM MANAGEMENT LLC 440.00%0.01%0.04%Q4 2014Q2 20208
BAIRD ROBERT W & CO INC /WI/ 880.02%0.04%0.06%Q2 2013Q1 20158
Zurcher Kantonalbank (Zurich Cantonalbank) 880.00%0.00%0.00%Q4 2021Q3 20238
SeaCrest Wealth Management, LLC 510.00%0.02%0.04%Q3 2018Q2 20228
GUARDIAN WEALTH ADVISORS, LLC / NC 880.00%0.03%0.24%Q4 2021Q3 20238
SFI Advisors, LLC 882.03%3.25%3.88%Q4 2021Q3 20238
BREITER CAPITAL MANAGEMENT INC 440.13%0.20%0.30%Q1 2020Q1 20228
KENFARB & CO. 880.10%0.11%0.12%Q4 2021Q3 20238
Selective Wealth Management, Inc. 880.02%0.07%0.14%Q4 2020Q3 20228
Apriem Advisors 410.01%0.04%0.10%Q2 2014Q3 20188
Moloney Securities Asset Management, LLC 880.28%0.35%0.40%Q1 2018Q4 20198
B. Riley Wealth Management, Inc. 880.01%0.29%1.00%Q1 2014Q4 20158
Kavar Capital Partners, LLC 310.01%0.01%0.03%Q4 2013Q2 20198
M&T BANK CORP 610.00%0.00%0.00%Q3 2014Q1 20198
Apollon Wealth Management, LLC 880.02%0.03%0.05%Q4 2021Q3 20238
WEALTH EFFECTS LLC 880.25%0.29%0.34%Q4 2021Q3 20238
Sowell Financial Services LLC 710.00%0.02%0.12%Q1 2019Q1 20218
MARSHALL WACE, LLP 310.00%0.00%0.00%Q3 2019Q3 20238
MAI Capital Management 880.01%0.02%0.03%Q4 2021Q3 20238
Quantum Private Wealth, LLC 880.68%0.85%1.08%Q4 2021Q3 20238
Yarbrough Capital, LLC 880.26%0.31%0.39%Q4 2021Q3 20238
Squar Milner Financial Services LLC 530.04%0.10%0.16%Q2 2018Q2 20208
Simplicity Solutions, LLC 530.01%0.03%0.09%Q3 2018Q4 20208
FLAGSTAR ADVISORS INC 710.04%0.17%0.22%Q3 2021Q3 20238
Maryland Capital Management 510.03%0.04%0.06%Q1 2020Q3 20228
NATIONAL PLANNING CORP 880.02%0.04%0.07%Q1 2014Q4 20158
Ruggie Capital Group 880.11%1.03%1.91%Q4 2017Q3 20198
CALTON & ASSOCIATES, INC. 710.00%0.11%0.20%Q4 2017Q4 20218
Renaissance Technologies 210.00%0.00%0.00%Q1 2018Q3 20238
Global Financial Private Capital, Inc 440.00%0.01%0.04%Q1 2018Q1 20208
Bell Rock Capital LLC 880.04%0.19%0.34%Q2 2018Q1 20208
Atria Investments, Inc 510.02%0.04%0.08%Q2 2017Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
SPINNAKER TRUST 710.02%0.02%0.02%Q4 2019Q4 20218
Main Street Financial Solutions, LLC 530.03%0.03%0.05%Q4 2020Q2 20238
Jaffetilchin Investment Partners, LLC 430.06%0.13%0.23%Q1 2016Q4 20197
Formidable Asset Management, LLC 310.04%0.05%0.07%Q2 2020Q4 20227
WESPAC Advisors, LLC 310.48%1.57%2.70%Q3 2013Q3 20167
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.07%0.20%0.43%Q2 2013Q4 20147
Financial Management Professionals, Inc. 410.00%0.36%1.96%Q4 2014Q2 20237
RiverFront Investment Group, LLC 770.31%0.40%0.82%Q2 2014Q4 20157
Tyler-Stone Wealth Management 520.00%0.00%0.01%Q4 2021Q3 20237
Placemark Investments, Inc. 770.01%0.02%0.04%Q2 2013Q4 20147
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 610.02%0.06%0.15%Q4 2016Q2 20197
FRANKLIN RESOURCES INC 770.00%0.00%0.00%Q1 2015Q3 20167
MONEY CONCEPTS CAPITAL CORP 520.00%0.00%0.01%Q4 2020Q4 20227
Raleigh Capital Management Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
THRIVENT FINANCIAL FOR LUTHERANS 520.00%0.00%0.00%Q4 2019Q2 20237
Investors Capital Advisory Services 770.07%0.11%0.13%Q2 2014Q4 20157
Harel Insurance Investments & Financial Services Ltd. 520.00%0.02%0.03%Q2 2016Q2 20197
HERITAGE WEALTH MANAGEMENT, LLC 430.01%0.02%0.04%Q1 2021Q4 20227
COMERICA SECURITIES,INC. 410.02%0.03%0.04%Q1 2019Q4 20217
Evercore Wealth Management, LLC 420.00%0.00%0.00%Q4 2013Q2 20156
White Lighthouse Investment Management Inc. 410.06%0.12%0.17%Q4 2017Q2 20216
Ameritas Advisory Services, LLC 660.25%0.33%0.38%Q4 2021Q1 20236
IAG Wealth Partners, LLC 510.00%0.01%0.03%Q4 2019Q1 20236
Ameritas Investment Company, LLC 310.02%0.37%0.74%Q1 2019Q3 20216
HRT FINANCIAL LP 210.00%0.53%2.50%Q1 2016Q3 20236
Walkner Condon Financial Advisors LLC 660.09%0.17%0.23%Q4 2019Q1 20216
HHM Wealth Advisors, LLC 510.00%0.00%0.02%Q1 2020Q2 20226
Clearview Wealth Advisors LLC 660.00%0.00%0.01%Q4 2020Q1 20226
DB Wealth Management Group, LLC 420.00%0.01%0.01%Q4 2020Q3 20236
STOCK YARDS BANK & TRUST CO 660.01%0.02%0.02%Q2 2022Q3 20236
Rehmann Capital Advisory Group 330.00%0.00%0.00%Q1 2018Q3 20196
Veritable, L.P. 660.01%0.01%0.01%Q3 2014Q4 20156
Strid Group, LLC 510.10%1.34%7.51%Q4 2015Q2 20186
Laurel Wealth Advisors, Inc. 510.05%0.38%0.53%Q3 2018Q4 20226
UBS AG 660.02%0.04%0.05%Q2 2013Q3 20146
BNP PARIBAS FINANCIAL MARKETS 660.00%0.00%0.00%Q1 2021Q2 20226
TWO SIGMA SECURITIES, LLC 110.00%0.01%0.04%Q1 2017Q3 20236
Claraphi Advisory Network, LLC 510.00%0.32%0.54%Q3 2018Q4 20226
Outlook Wealth Advisors, LLC 310.16%0.38%0.60%Q4 2018Q3 20236
IMA Wealth, Inc. 510.00%1.28%1.61%Q2 2013Q3 20186
WealthCare Investment Partners, LLC 660.16%0.18%0.21%Q2 2022Q3 20236
Migdal Insurance & Financial Holdings Ltd. 510.00%0.00%0.01%Q4 2016Q4 20216
Cornerstone Wealth Management, LLC 310.04%0.13%0.24%Q1 2018Q4 20206
Core Wealth Advisors, Inc. 660.02%0.04%0.06%Q2 2020Q3 20216
Concentrum Wealth Management 510.34%0.83%2.66%Q4 2018Q2 20206
DEUTSCHE BANK AG\ 660.00%0.00%0.00%Q3 2013Q4 20146
Eudaimonia Partners, LLC 660.01%0.01%0.01%Q4 2019Q1 20216
Covington Capital Management 660.00%0.01%0.01%Q2 2021Q3 20226
1919 Investment Counsel, LLC 660.01%0.01%0.01%Q2 2013Q3 20146
Atlas Private Wealth Management, LLC 660.01%0.01%0.01%Q4 2019Q1 20216
HSBC HOLDINGS PLC 660.01%0.01%0.02%Q3 2018Q4 20196
Plante Moran Financial Advisors, LLC 410.00%0.00%0.01%Q1 2016Q3 20236
PRIVATE TRUST CO NA 660.00%0.01%0.01%Q2 2022Q3 20236
Atlas Private Wealth Advisors 550.01%0.01%0.01%Q3 2020Q3 20215
COMERICA SECURITIES INC 210.02%0.07%0.16%Q4 2014Q3 20185
Mariner, LLC 310.00%0.00%0.01%Q3 2016Q2 20235
LifePlan Financial Group, Inc 320.01%1.97%3.34%Q2 2015Q1 20195
Certified Advisory Corp 550.00%0.00%0.01%Q2 2019Q2 20205
CENTRAL TRUST Co 550.00%0.00%0.00%Q3 2017Q3 20185
Measured Wealth Private Client Group, LLC 410.02%0.36%0.79%Q3 2018Q3 20235
Triton Wealth Management, PLLC 410.11%0.25%0.41%Q1 2020Q2 20215
OPTIMUM INVESTMENT ADVISORS 310.00%0.05%0.14%Q1 2015Q1 20195
RPg Family Wealth Advisory, LLC 320.00%0.02%0.05%Q4 2015Q1 20175
Joel Isaacson & Co., LLC 320.00%0.01%0.02%Q3 2015Q4 20165
WMG Financial Advisors, LLC 410.19%0.71%1.09%Q4 2021Q3 20235
FourThought Financial, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
Householder Group Estate & Retirement Specialist, LLC 210.05%0.07%0.08%Q4 2021Q3 20235
Total Clarity Wealth Management, Inc. 210.01%0.02%0.03%Q4 2019Q2 20225
TWO SIGMA ADVISERS, LP 550.00%0.00%0.00%Q3 2022Q3 20235
Pinnacle Advisory Group, Inc. 210.02%0.03%0.03%Q2 2013Q4 20145
Belpointe Asset Management LLC 310.02%0.06%0.09%Q3 2017Q3 20235
BARRETT & COMPANY, INC. 550.08%0.09%0.10%Q3 2022Q3 20235
Premia Global Advisors, LLC 320.12%0.79%1.23%Q2 2018Q3 20195
Stanford Investment Group, Inc. 320.01%0.03%0.06%Q4 2014Q1 20165
TD Capital Management LLC 550.00%0.00%0.01%Q3 2022Q3 20235
BANQUE PICTET & CIE SA 550.01%0.02%0.02%Q2 2017Q2 20185
SRS Capital Advisors, Inc. 550.00%0.00%0.01%Q3 2022Q3 20235
High Net Worth Advisory Group LLC 550.05%0.05%0.05%Q4 2021Q4 20225
CUMBERLAND ADVISORS INC 550.06%0.29%0.62%Q3 2014Q3 20155
Sequoia Wealth Management, LLC 550.32%1.12%3.07%Q4 2018Q4 20195
Capital Wealth Alliance, LLC 210.00%0.21%0.32%Q4 2019Q2 20235
NORTHWEST WEALTH MANAGEMENT, LLC 550.07%0.12%0.16%Q1 2018Q1 20195
WealthTrust Fairport, LLC 320.02%0.07%0.12%Q3 2015Q1 20195
Virtu KCG Holdings LLC 210.01%0.02%0.04%Q4 2013Q2 20165
Bank Julius Baer & Co. Ltd, Zurich 550.02%0.03%0.05%Q1 2020Q1 20215
Kowal Investment Group, LLC 550.06%0.08%0.12%Q4 2020Q4 20215
Apeiron RIA LLC 410.07%0.08%0.10%Q1 2022Q3 20235
SIGNET FINANCIAL MANAGEMENT, LLC 320.00%0.04%0.10%Q1 2015Q3 20185
Csenge Advisory Group 410.05%0.17%0.25%Q2 2020Q3 20235
O'Dell Group, LLC 410.59%4.47%6.11%Q3 2018Q1 20215
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 440.52%0.60%0.67%Q4 2019Q3 20204
AVIANCE CAPITAL MANAGEMENT, LLC 440.25%0.59%1.02%Q2 2018Q1 20194
Dorsey Wright & Associates 440.36%0.42%0.47%Q3 2018Q2 20194
DAYMARK WEALTH PARTNERS, LLC 440.06%0.11%0.19%Q4 2022Q3 20234
Bank of New York Mellon Corp 210.00%0.00%0.00%Q2 2019Q3 20234
VICUS CAPITAL 440.12%0.16%0.22%Q1 2015Q4 20154
tru Independence LLC 310.01%0.37%0.92%Q4 2019Q2 20214
BESSEMER GROUP INC 440.00%0.00%0.00%Q4 2022Q3 20234
MV CAPITAL MANAGEMENT, INC. 440.00%0.00%0.00%Q2 2022Q1 20234
Ausdal Financial Partners, Inc. 210.02%0.04%0.07%Q4 2015Q2 20234
Timber Hill LLC 310.00%0.01%0.01%Q3 2015Q3 20164
SILVER OAK SECURITIES, INCORPORATED 310.05%3.48%6.90%Q3 2022Q3 20234
Thrive Capital Management, LLC 440.28%0.45%0.60%Q4 2020Q3 20214
SYNOVUS FINANCIAL CORP 310.00%0.01%0.02%Q2 2017Q2 20204
Walker Asset Management, LLC 310.16%0.18%0.19%Q4 2022Q4 20234
ESG Planning 440.62%0.93%1.12%Q1 2022Q4 20224
TWO SIGMA INVESTMENTS, LP 440.00%0.00%0.01%Q3 2022Q2 20234
Integrated Wealth Management 310.00%0.01%0.01%Q2 2015Q3 20164
Avestar Capital, LLC 440.19%0.63%0.83%Q4 2018Q3 20194
Archer Investment Corp 310.00%0.00%0.00%Q1 2019Q3 20234
Good Life Advisors, LLC 310.05%0.12%0.29%Q1 2017Q3 20234
Krilogy Financial LLC 310.00%0.00%0.00%Q3 2017Q3 20184
Financial Freedom, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Concert Wealth Management Inc. 440.03%0.15%0.27%Q2 2016Q1 20174
Cascadia Advisory Services, LLC 310.10%0.43%0.80%Q4 2019Q3 20214
Strategic Asset Management, LLC 440.10%0.10%0.11%Q3 2021Q2 20224
Keel Point, LLC 440.15%1.96%3.78%Q1 2015Q4 20154
FIRETHORN WEALTH PARTNERS, LLC 310.18%0.23%0.28%Q4 2020Q4 20214
Cypress Wealth Services, LLC 440.07%0.09%0.10%Q2 2020Q1 20214
New England Capital Financial Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
V Wealth Advisors LLC 440.09%0.17%0.23%Q3 2018Q2 20194
Prestige Wealth Management Group LLC 440.02%0.02%0.02%Q4 2018Q3 20194
WESBANCO BANK INC 440.02%0.02%0.03%Q4 2017Q3 20184
Davis Investment Partners, LLC 440.35%0.37%0.38%Q4 2022Q3 20234
Fulcrum Equity Management 210.31%2.80%8.49%Q1 2019Q3 20234
Parallel Advisors, LLC 210.00%0.00%0.00%Q1 2019Q3 20234
Strategic Blueprint, LLC 310.02%0.03%0.03%Q2 2021Q3 20234
Brinker Capital Investments, LLC 220.00%0.00%0.00%Q2 2016Q2 20194
Vectors Research Management, LLC 440.00%0.00%0.00%Q3 2021Q2 20224
Ergawealth Advisors, Inc. 440.15%0.23%0.39%Q4 2022Q3 20234
LBA Wealth Management, LLC 440.00%0.00%0.00%Q4 2015Q3 20164
Robertson Stephens Wealth Management, LLC 440.04%0.07%0.10%Q4 2022Q3 20234
Stratos Wealth Advisors, LLC 310.01%0.41%0.72%Q1 2019Q1 20204
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Q3 Asset Management 311.15%2.64%4.35%Q4 2019Q3 20214
HF Advisory Group, LLC 440.19%0.23%0.29%Q4 2022Q3 20234
TOWNSQUARE CAPITAL LLC 440.01%0.04%0.07%Q2 2021Q1 20224
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 440.01%0.01%0.01%Q1 2019Q4 20194
Partnervest Advisory Services LLC 310.03%0.05%0.11%Q2 2013Q1 20174
1776 Wealth LLC 310.13%0.15%0.17%Q4 2019Q4 20214
Coppell Advisory Solutions LLC 210.00%0.10%0.39%Q4 2020Q3 20234
TCI Wealth Advisors, Inc. 440.01%0.01%0.01%Q4 2014Q3 20154
Parisi Gray Wealth Management 210.01%0.03%0.05%Q4 2017Q2 20214
Syntal Capital Partners, LLC 110.18%0.25%0.31%Q4 2017Q1 20193
Horan Capital Advisors, LLC. 110.00%0.00%0.00%Q3 2017Q3 20193
PSI Advisors, LLC 210.00%0.09%0.27%Q4 2020Q4 20213
Mirae Asset Global Investments Co., Ltd. 330.02%0.03%0.05%Q1 2015Q3 20153
WESTPORT RESOURCES MANAGEMENT INC 210.01%0.01%0.01%Q4 2014Q4 20153
Ahrens Investment Partners LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Psagot Value Holdings Ltd. 210.52%0.55%0.58%Q2 2019Q1 20203
BAKER TILLY WEALTH MANAGEMENT, LLC 210.03%0.04%0.06%Q4 2020Q3 20213
Aspire Private Capital, LLC 330.01%0.01%0.02%Q4 2018Q2 20193
Cape Investment Advisory, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
StoneX Group Inc. 210.50%0.68%0.80%Q3 2016Q4 20183
OLD MISSION CAPITAL LLC 210.04%0.07%0.12%Q3 2019Q2 20223
Merit Financial Group, LLC 330.11%0.14%0.20%Q1 2020Q3 20203
ROTHSCHILD INVESTMENT LLC /IL 330.03%0.04%0.04%Q2 2017Q4 20173
PRINCETON CAPITAL MANAGEMENT LLC 330.19%0.29%0.48%Q4 2013Q2 20143
CapWealth Advisors, LLC 330.00%0.00%0.00%Q2 2013Q4 20133
LexAurum Advisors, LLC 210.41%0.62%1.00%Q3 2018Q3 20203
Holloway Wealth Management, LLC 330.03%0.04%0.04%Q1 2021Q3 20213
Bogart Wealth, LLC 330.01%0.02%0.02%Q4 2018Q2 20193
CITY NATIONAL BANK 330.00%0.00%0.00%Q1 2015Q3 20153
Camarda Financial Advisors, LLC 210.01%0.06%0.12%Q4 2015Q2 20193
Oak Grove Capital LLC 330.03%0.03%0.03%Q1 2018Q3 20183
FIRST HAWAIIAN BANK 330.00%0.01%0.01%Q3 2018Q1 20193
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20223
COMMUNITY BANK SYSTEM, INC. 330.00%0.00%0.00%Q4 2013Q2 20143
TUCKER ASSET MANAGEMENT LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Bay Harbor Wealth Management, LLC 210.00%0.00%0.01%Q4 2018Q1 20203
River Wealth Advisors LLC 330.01%0.01%0.01%Q2 2018Q4 20183
PVG ASSET MANAGEMENT CORP 210.55%1.41%3.09%Q3 2018Q4 20223
OPPENHEIMER ASSET MANAGEMENT INC. 330.01%0.01%0.01%Q1 2018Q3 20183
Resolute Wealth Strategies, LLC 330.18%0.20%0.22%Q1 2023Q3 20233
Gateway Advisory, LLC 110.17%1.43%2.18%Q1 2015Q1 20193
Engrave Wealth Partners LLC 330.16%0.16%0.17%Q4 2019Q2 20203
COMERICA BANK 110.00%0.00%0.00%Q3 2013Q3 20233
Acorn Wealth Advisors, LLC 330.03%0.03%0.03%Q4 2017Q2 20183
Semmax Financial Advisors Inc. 330.00%0.05%0.08%Q4 2018Q2 20193
Dominguez Wealth Management Solutions, Inc. 330.18%0.19%0.20%Q4 2022Q2 20233
Anson Capital, Inc. 330.77%1.31%1.72%Q1 2023Q3 20233
Cerity Partners LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Buffington Mohr McNeal 210.03%0.05%0.06%Q1 2015Q1 20193
NIEMANN CAPITAL MANAGEMENT INC 334.28%4.54%4.73%Q4 2014Q2 20153
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
EATON VANCE MANAGEMENT 210.00%0.00%0.00%Q1 2021Q4 20213
Bellwether Investment Group, LLC 210.01%0.02%0.03%Q2 2016Q1 20173
Argentus Capital Management, LLC 330.00%0.02%0.04%Q3 2015Q1 20163
Financial Architects, Inc 110.00%0.01%0.02%Q1 2017Q2 20193
Nilsine Partners, LLC 330.16%0.16%0.17%Q1 2023Q3 20233
Planning Solutions Group LLC 330.31%0.73%0.95%Q4 2018Q2 20193
Kingsbury Capital Investment Advisors LLC 332.34%2.37%2.38%Q1 2022Q3 20223
Covestor Ltd 330.00%0.00%0.00%Q1 2023Q3 20233
Pine Valley Investments Ltd Liability Co 330.04%0.06%0.10%Q1 2023Q3 20233
LEVEL FOUR FINANCIAL, LLC 210.12%0.13%0.15%Q4 2020Q3 20213
Fusion Family Wealth LLC 330.00%0.00%0.00%Q4 2016Q2 20173
SYMPHONY ASSET MANAGEMENT LLC 330.03%0.05%0.08%Q1 2015Q3 20153
WHITTIER TRUST CO 220.00%0.00%0.00%Q2 2023Q3 20232
GTS SECURITIES LLC 220.01%0.09%0.17%Q2 2023Q3 20232
Pinnacle Family Advisors, LLC 110.11%0.25%0.39%Q4 2019Q1 20212
Visionary Wealth Advisors 220.06%0.06%0.06%Q1 2023Q2 20232
Larson Financial Group LLC 220.00%0.00%0.01%Q1 2020Q2 20202
BlackDiamond Wealth Management, LLC 220.35%0.38%0.42%Q4 2021Q1 20222
Institute for Wealth Management, LLC. 110.05%0.05%0.06%Q1 2019Q2 20202
Family Asset Management, LLC 220.17%0.17%0.18%Q2 2023Q3 20232
Brendel Financial Advisors LLC 221.63%1.84%2.05%Q4 2018Q1 20192
TAP Consulting, LLC 220.34%0.36%0.39%Q2 2023Q3 20232
Wharton Business Group, LLC 110.02%0.02%0.02%Q4 2020Q2 20212
BANK OF NOVA SCOTIA 220.00%0.00%0.00%Q3 2021Q4 20212
Missouri Trust & Investment Co 220.01%0.02%0.02%Q2 2023Q3 20232
Fusion Investment Group, LLC 220.03%1.23%2.43%Q4 2013Q1 20142
ACG Wealth 220.10%0.11%0.11%Q4 2019Q1 20202
FARMERS & MERCHANTS INVESTMENTS INC 220.00%0.00%0.00%Q1 2023Q2 20232
AdvisorNet Financial, Inc 220.00%0.00%0.00%Q4 2018Q1 20192
Wealth Quarterback LLC 220.00%0.00%0.00%Q2 2021Q3 20212
VERUS CAPITAL PARTNERS, LLC 220.01%0.02%0.03%Q4 2019Q1 20202
Corient Private Wealth LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Simply Money Advisors 220.00%0.00%0.00%Q2 2013Q3 20132
GHP Investment Advisors, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
MTM Investment Management, LLC 220.05%0.05%0.06%Q4 2020Q1 20212
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
US FINANCIAL ADVISORS, LLC 110.00%0.01%0.01%Q2 2015Q4 20152
Realta Investment Advisors 220.08%0.09%0.09%Q1 2019Q2 20192
Destination Wealth Management 220.00%0.00%0.00%Q1 2019Q2 20192
Ironsides Asset Advisors, LLC 220.12%0.12%0.13%Q1 2019Q2 20192
TruWealth Advisors, LLC 220.08%0.09%0.09%Q4 2020Q1 20212
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q1 2014Q3 20142
Parkside Financial Bank & Trust 110.01%0.01%0.02%Q4 2015Q2 20172
IMC-Chicago, LLC 220.01%0.01%0.01%Q3 2020Q4 20202
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Crewe Advisors LLC 220.00%0.00%0.00%Q1 2023Q2 20232
GLENMEDE TRUST CO NA 220.00%0.00%0.00%Q2 2020Q3 20202
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.06%0.09%Q2 2013Q3 20132
Altus Wealth Group LLC 220.01%0.02%0.03%Q4 2020Q1 20212
Stadion Money Management, LLC 220.06%0.06%0.07%Q2 2013Q3 20132
Curi Wealth Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q2 2017Q2 20182
Claro Advisors LLC 110.17%0.19%0.20%Q4 2018Q2 20192
Nauset Wealth Management. LLC 220.30%0.34%0.39%Q4 2021Q1 20222
NewEdge Wealth, LLC 220.02%0.03%0.03%Q2 2023Q3 20232
Brookstone Capital Management 220.00%0.00%0.00%Q2 2015Q3 20152
CULLEN/FROST BANKERS, INC. 220.00%0.00%0.00%Q4 2022Q1 20232
Winch Advisory Services, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
ADVANTAGE INVESTMENT MANAGEMENT, LLC 220.07%0.07%0.07%Q3 2015Q4 20152
TRUST CO OF VERMONT 220.01%0.01%0.01%Q1 2019Q2 20192
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
ExodusPoint Capital Management, LP 220.00%0.01%0.01%Q2 2021Q3 20212
Capital Advisors, Ltd. LLC 110.01%0.01%0.02%Q1 2017Q2 20192
WEALTHCARE CAPITAL MANAGEMENT LLC 220.00%0.01%0.02%Q1 2015Q2 20152
New England Investment & Retirement Group, Inc. 222.72%2.87%3.01%Q2 2020Q3 20202
Summit Financial, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.09%0.09%0.10%Q3 2020Q4 20222
Perimeter Capital Partners, LLC 220.19%0.20%0.21%Q1 2014Q2 20142
Heritage Wealth Advisors 220.02%0.02%0.02%Q1 2019Q2 20192
Worth Asset Management, LLC 220.08%0.09%0.10%Q1 2023Q2 20232
National Wealth Management Group, LLC 110.30%0.31%0.32%Q4 2021Q4 20222
STRATEGY ASSET MANAGERS LLC 220.10%0.11%0.12%Q2 2023Q3 20232
WealthBridge Capital Management, LLC 220.03%0.03%0.03%Q4 2018Q1 20192
Independence Bank of Kentucky 220.01%0.01%0.01%Q4 2017Q1 20182
WOLFF WIESE MAGANA LLC 220.03%0.04%0.04%Q4 2020Q1 20212
PURSUE WEALTH PARTNERS LLC 220.17%0.18%0.19%Q2 2023Q3 20232
HBW ADVISORY SERVICES LLC 110.54%0.78%1.02%Q2 2020Q3 20212
Doyle Wealth Management 110.00%0.01%0.01%Q4 2018Q2 20192
Penserra Capital Management LLC 110.03%0.09%0.15%Q3 2018Q1 20202
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Executive Wealth Management, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Regal Wealth Group, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Strategic Wealth Partners, Ltd. 110.00%0.00%0.00%Q3 2019Q3 20191
1900 WEALTH MANAGEMENT LLC 110.03%0.03%0.03%Q2 2021Q2 20211
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.03%0.03%0.03%Q1 2019Q1 20191
Coastwise Capital Group, LLC 110.28%0.28%0.28%Q1 2022Q1 20221
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q2 2021Q2 20211
QUADRANT CAPITAL GROUP LLC 110.04%0.04%0.04%Q2 2020Q2 20201
Leelyn Smith, LLC 110.12%0.12%0.12%Q2 2020Q2 20201
Redmile Group, LLC 110.02%0.02%0.02%Q3 2016Q3 20161
Moser Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q1 2020Q1 20201
PEDDOCK CAPITAL ADVISORS, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
COURIER CAPITAL LLC 110.03%0.03%0.03%Q4 2017Q4 20171
Crosspoint Capital Strategies, LLC 110.16%0.16%0.16%Q4 2015Q4 20151
SOCIETE GENERALE 110.06%0.06%0.06%Q2 2016Q2 20161
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Cable Hill Partners, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
Ellevest, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Pekin Hardy Strauss, Inc. 110.46%0.46%0.46%Q4 2014Q4 20141
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q4 2022Q4 20221
Focused Wealth Management, Inc 110.00%0.00%0.00%Q4 2018Q4 20181
NTV ASSET MANAGEMENT LLC 110.37%0.37%0.37%Q2 2013Q2 20131
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
NBC SECURITIES, INC. 110.04%0.04%0.04%Q3 2023Q3 20231
Truepoint, Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
Jane Street Holding, LLC 110.08%0.08%0.08%Q2 2013Q2 20131
EDMOND DE ROTHSCHILD (SUISSE) S.A. 110.00%0.00%0.00%Q2 2015Q2 20151
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 110.75%0.75%0.75%Q2 2017Q2 20171
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Keystone Wealth Services, LLC 110.12%0.12%0.12%Q4 2021Q4 20211
RE Dickinson Investment Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
FIRST FINANCIAL EQUITY CORPORATION 110.15%0.15%0.15%Q1 2017Q1 20171
Bartlett & Co. LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Ceros Financial Services Inc. 110.02%0.02%0.02%Q1 2019Q1 20191
BB&T INVESTMENT SERVICES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
DHJJ Financial Advisors, Ltd. 110.02%0.02%0.02%Q3 2023Q3 20231
Bank Pictet & Cie (Europe) AG 110.03%0.03%0.03%Q3 2018Q3 20181
EDMOND DE ROTHSCHILD HOLDING S.A. 110.00%0.00%0.00%Q2 2015Q2 20151
Lake Point Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
Beacon Pointe Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
CX Institutional 110.00%0.00%0.00%Q2 2022Q2 20221
Strategic Capital Alternatives LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Beaird Harris Wealth Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
HOWE & RUSLING INC 110.00%0.00%0.00%Q1 2017Q1 20171
Clearwater Capital Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
J.W. COLE ADVISORS, INC. 110.02%0.02%0.02%Q1 2021Q1 20211
Sonora Investment Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
360 Financial, Inc. 114.64%4.64%4.64%Q2 2020Q2 20201
WHITTIER TRUST CO OF NEVADA INC 110.00%0.00%0.00%Q4 2018Q4 20181
Clean Yield Group 110.00%0.00%0.00%Q4 2020Q4 20201
Trexquant Investment LP 110.05%0.05%0.05%Q1 2020Q1 20201
Garden State Investment Advisory Services LLC 110.10%0.10%0.10%Q2 2023Q2 20231
WEALTH ADVISORS, INC. 110.54%0.54%0.54%Q4 2019Q4 20191
Accurate Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
City State Bank 110.02%0.02%0.02%Q4 2021Q4 20211
Riggs Asset Managment Co. Inc. 110.00%0.00%0.00%Q2 2015Q2 20151
GRIFFIN ASSET MANAGEMENT, INC. 110.02%0.02%0.02%Q2 2019Q2 20191
FORTEM FINANCIAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Redhawk Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Columbia Asset Management 110.05%0.05%0.05%Q4 2016Q4 20161
YorkBridge Wealth Partners, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Exchange Capital Management, Inc. 110.00%0.00%0.00%Q2 2016Q2 20161
BRANDYWINE OAK PRIVATE WEALTH LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Bullseye Investment Management, LLC 111.24%1.24%1.24%Q2 2022Q2 20221
BREMER TRUST NATIONAL ASSOCIATION 110.00%0.00%0.00%Q4 2018Q4 20181
Triumph Capital Management 110.12%0.12%0.12%Q2 2021Q2 20211
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
SEI INVESTMENTS CO 110.00%0.00%0.00%Q3 2015Q3 20151
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q2 2019Q2 20191
Raab & Moskowitz Asset Management LLC 110.01%0.01%0.01%Q4 2014Q4 20141
Rockbridge Investment Management, LCC 110.02%0.02%0.02%Q4 2020Q4 20201
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Chevy Chase Trust Holdings, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Peoples Bank/KS 110.00%0.00%0.00%Q3 2023Q3 20231
Great Diamond Partners, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Burleson & Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q4 2013Q4 20131
Vanguard Capital Wealth Advisors 110.33%0.33%0.33%Q4 2018Q4 20181
Lebenthal Asset Management, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
PFG Private Wealth Management, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
AlphaMark Advisors, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Tarbox Family Office, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Watson Rebecca 110.01%0.01%0.01%Q2 2020Q2 20201
CASTLE WEALTH MANAGEMENT LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Align Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Arlington Financial Advisors, LLC 110.13%0.13%0.13%Q4 2018Q4 20181
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Bison Wealth, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Verition Fund Management LLC 110.22%0.22%0.22%Q3 2014Q3 20141
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q2 2022Q2 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
FIRST INTERSTATE BANK 110.00%0.00%0.00%Q3 2019Q3 20191
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
ELLERSON GROUP INC /ADV 110.10%0.10%0.10%Q3 2023Q3 20231
Procyon Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
FEDERATED HERMES, INC. 110.00%0.00%0.00%Q3 2019Q3 20191
Wechter Feldman Wealth Management, Inc. 110.15%0.15%0.15%Q3 2018Q3 20181
Advisory Alpha, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
HighMark Wealth Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
CAHILL FINANCIAL ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20211
Delos Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Guidance Point Advisors, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Sterling Manor Financial, LLC 115.86%5.86%5.86%Q2 2022Q2 20221
WEALTHSOURCE PARTNERS, LLC 110.12%0.12%0.12%Q2 2017Q2 20171
Bristlecone Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Better Money Decisions, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Tradewinds, LLC. 110.15%0.15%0.15%Q4 2022Q4 20221
Horan Securities, Inc. 110.01%0.01%0.01%Q3 2016Q3 20161
GSA CAPITAL PARTNERS LLP 110.03%0.03%0.03%Q1 2023Q1 20231
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.