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 4010.00%0.00%0.01%Q2 2013Q3 2023118
Citadel Advisors 3610.00%0.00%0.01%Q2 2014Q3 202393
Cutler Group LLC / CA 32320.00%0.00%0.10%Q4 2015Q3 202381
WOLVERINE TRADING, LLC 1310.00%0.01%0.04%Q3 2016Q3 202356
GOLDMAN SACHS GROUP INC 4220.00%0.00%0.01%Q2 2012Q3 202351
Tortoise Investment Management, LLC 44440.00%0.00%0.01%Q4 2012Q3 202344
LPL Financial LLC 42420.00%0.16%0.26%Q2 2013Q3 202343
CITIGROUP INC 42420.00%0.01%0.04%Q2 2013Q3 202343
WELLS FARGO & COMPANY/MN 42420.00%0.08%0.13%Q2 2013Q3 202343
CREDIT SUISSE AG/ 30120.00%0.01%0.03%Q1 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.02%Q2 2013Q3 202342
JANE STREET GROUP, LLC 1710.00%0.01%0.05%Q2 2014Q3 202342
OPPENHEIMER & CO INC 42420.02%0.08%0.15%Q2 2013Q3 202342
TOTH FINANCIAL ADVISORY CORP 42420.18%0.90%1.58%Q2 2013Q3 202342
MORGAN STANLEY 42420.02%0.08%0.16%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.00%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.00%0.07%0.22%Q2 2013Q3 202342
Prospera Financial Services Inc 42420.03%0.26%1.16%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.16%0.88%1.38%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.01%0.02%0.04%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.02%0.11%0.20%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.01%0.14%0.34%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.04%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
ATWOOD & PALMER INC 42420.01%0.21%0.38%Q2 2013Q3 202342
STEPHENS INC /AR/ 42420.06%0.16%0.52%Q2 2013Q3 202342
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.00%Q2 2013Q3 202341
NTV ASSET MANAGEMENT LLC 41410.66%1.17%1.75%Q3 2013Q3 202341
UBS Group AG 36360.00%0.04%0.09%Q4 2014Q3 202341
Raymond James Financial Services Advisors, Inc. 30110.05%0.27%0.58%Q2 2013Q3 202341
ENVESTNET ASSET MANAGEMENT INC 3510.00%0.03%0.16%Q2 2013Q3 202340
First Heartland Consultants, Inc. 3910.01%0.79%2.54%Q2 2013Q3 202340
FIRST TRUST ADVISORS LP 39390.00%0.98%2.62%Q1 2014Q3 202339
Creative Planning 2470.00%0.01%0.02%Q2 2013Q3 202339
STIFEL FINANCIAL CORP 39390.03%0.06%0.10%Q1 2014Q3 202339
Cetera Advisor Networks LLC 3350.02%0.07%0.17%Q1 2013Q3 202338
B. Riley Wealth Advisors, Inc. 2420.00%0.20%0.50%Q2 2013Q3 202338
Regal Investment Advisors LLC 2410.04%0.53%1.11%Q2 2013Q3 202338
SYNOVUS FINANCIAL CORP 38380.00%0.01%0.06%Q2 2014Q3 202338
Hudock, Inc. 38380.01%0.14%1.44%Q2 2013Q3 202238
Private Advisor Group, LLC 1810.01%0.13%0.27%Q4 2013Q3 202337
Cetera Advisors LLC 2030.00%0.06%0.17%Q1 2014Q3 202337
BANK HAPOALIM BM 27100.05%0.53%4.00%Q2 2014Q3 202337
FIFTH THIRD BANCORP 3430.00%0.00%0.00%Q2 2014Q3 202337
Cambridge Investment Research Advisors, Inc. 2610.02%0.11%0.29%Q3 2013Q3 202337
MURPHY CAPITAL MANAGEMENT INC 37370.36%1.57%2.19%Q2 2013Q2 202237
JUNCTURE WEALTH STRATEGIES, LLC 37370.20%0.98%2.02%Q4 2014Q4 202337
BANQUE PICTET & CIE SA 36360.01%0.10%0.48%Q4 2013Q3 202236
Sigma Planning Corp 36360.03%0.22%0.61%Q4 2014Q3 202336
CWM, LLC 2440.00%0.21%0.90%Q4 2013Q3 202336
CENTRAL TRUST Co 36360.00%0.00%0.00%Q4 2014Q3 202336
Advisory Services Network, LLC 2780.00%0.25%1.03%Q4 2014Q3 202335
NewSquare Capital LLC 3010.00%2.69%4.77%Q4 2013Q3 202335
VALLEY NATIONAL ADVISERS INC 2870.05%0.07%0.12%Q4 2014Q3 202335
Mathes Company, Inc. 35350.13%0.92%1.73%Q1 2014Q3 202235
UNITED CAPITAL FINANCIAL ADVISORS, LLC 35350.02%0.23%0.54%Q1 2015Q3 202335
Allworth Financial LP 35350.00%0.01%0.03%Q1 2015Q3 202335
DUMONT & BLAKE INVESTMENT ADVISORS LLC 35350.37%0.55%0.70%Q1 2015Q3 202335
Somerset Group LLC 2010.35%2.24%3.69%Q2 2013Q3 202334
Tower Research Capital LLC (TRC) 1630.00%0.16%0.59%Q2 2014Q3 202334
FLPUTNAM INVESTMENT MANAGEMENT CO 1680.01%0.17%0.42%Q2 2013Q1 202234
Baird Financial Group, Inc. 34340.03%0.08%0.12%Q2 2015Q3 202334
WEDBUSH SECURITIES INC 33330.04%0.09%0.19%Q3 2015Q3 202333
M&T BANK CORP 2110.00%0.00%0.01%Q4 2013Q3 202233
Janney Montgomery Scott LLC 1820.04%0.19%0.39%Q3 2013Q3 202333
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.01%Q4 2013Q3 202333
NewEdge Advisors, LLC 1480.03%0.79%3.46%Q4 2014Q3 202333
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 33330.00%0.11%0.25%Q2 2013Q2 202133
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 32320.00%0.12%0.64%Q4 2015Q3 202332
Parkside Financial Bank & Trust 32320.02%0.03%0.04%Q4 2015Q3 202332
Beaumont Financial Partners, LLC 32320.08%1.16%2.07%Q4 2014Q3 202232
WESPAC Advisors SoCal, LLC 32320.22%0.45%1.12%Q4 2015Q3 202332
BROWN ADVISORY INC 32320.00%0.00%0.00%Q2 2014Q1 202232
Dynamic Advisor Solutions LLC 1410.01%0.19%0.51%Q4 2013Q3 202332
Sandy Spring Bank 32320.01%0.02%0.03%Q4 2015Q3 202332
Kovack Advisors, Inc. 31310.08%0.26%0.49%Q1 2016Q3 202331
Somerset Trust Co 31311.47%2.25%3.15%Q2 2016Q4 202331
M&R CAPITAL MANAGEMENT INC 31310.00%0.01%0.01%Q2 2016Q4 202331
IFP Advisors, Inc 17140.02%0.19%0.66%Q4 2015Q3 202331
EDMOND DE ROTHSCHILD HOLDING S.A. 31310.00%0.05%0.20%Q2 2015Q4 202231
NEXT Financial Group, Inc 31310.00%0.11%0.31%Q2 2014Q4 202131
Geneos Wealth Management Inc. 31310.04%0.10%0.29%Q1 2016Q3 202331
SPC Financial, Inc. 31310.21%0.40%0.64%Q2 2013Q4 202031
BALDWIN BROTHERS LLC/MA 2470.00%0.01%0.02%Q1 2016Q4 202331
J.P. Morgan Private Wealth Advisors LLC 2290.00%0.14%0.25%Q4 2015Q3 202331
Gemmer Asset Management LLC 30300.01%0.02%0.05%Q1 2014Q2 202130
Rehmann Capital Advisory Group 1930.02%0.08%0.16%Q1 2014Q1 202230
HighTower Advisors, LLC 2610.00%0.07%0.18%Q2 2013Q3 202330
Choate Investment Advisors 2190.02%0.43%3.30%Q1 2016Q3 202330
RAYMOND JAMES TRUST N.A. 1510.01%0.02%0.03%Q4 2015Q3 202330
Horizon Investments, LLC 30300.01%0.08%0.91%Q2 2013Q3 202030
MCF Advisors LLC 1370.00%0.00%0.01%Q4 2015Q3 202330
Snowden Capital Advisors LLC 2280.14%0.35%0.68%Q1 2016Q3 202330
CIBC WORLD MARKET INC. 2320.00%0.00%0.01%Q4 2013Q3 202329
New England Investment & Retirement Group, Inc. 2410.02%2.03%5.20%Q3 2013Q3 202129
SCOTIA CAPITAL INC. 16130.01%0.02%0.04%Q2 2016Q3 202329
Kistler-Tiffany Companies, LLC 29290.01%0.02%0.03%Q2 2016Q2 202329
Winslow, Evans & Crocker, Inc. 29290.02%0.06%0.27%Q4 2013Q4 202029
First Allied Advisory Services, Inc. 2810.04%0.15%0.43%Q2 2013Q3 202029
Parallel Advisors, LLC 28280.00%0.01%0.02%Q4 2016Q3 202328
BLAIR WILLIAM & CO/IL 2620.00%0.01%0.03%Q1 2015Q3 202328
FOUNDERS FINANCIAL SECURITIES LLC 910.04%0.25%0.53%Q4 2013Q1 202228
Capital Advisors, Ltd. LLC 28280.01%0.03%0.06%Q4 2016Q3 202328
Transamerica Financial Advisors, Inc. 18100.06%0.96%2.04%Q4 2014Q4 202128
ASSETMARK, INC 2710.00%0.22%1.22%Q3 2016Q3 202328
CAPTRUST FINANCIAL ADVISORS 2610.00%0.02%0.04%Q1 2015Q3 202328
CAHILL FINANCIAL ADVISORS INC 15130.08%0.20%0.32%Q3 2016Q3 202328
Sequoia Financial Advisors, LLC 2430.19%0.85%1.69%Q4 2016Q3 202327
Crestone Asset Management LLC 27270.47%6.26%11.95%Q1 2017Q3 202327
O'Dell Group, LLC 17100.14%4.21%7.80%Q4 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.07%0.27%Q2 2013Q4 201927
Global Retirement Partners, LLC 2070.01%0.12%0.25%Q4 2016Q3 202327
SIGNATUREFD, LLC 2010.00%0.01%0.03%Q4 2013Q3 202326
Northeast Financial Consultants Inc 2060.63%2.71%3.86%Q1 2017Q3 202326
Carroll Financial Associates, Inc. 26260.00%0.01%0.02%Q3 2015Q4 202126
Koshinski Asset Management, Inc. 1410.02%0.20%0.66%Q2 2015Q2 202326
Smart Portfolios, LLC 1841.18%4.51%13.24%Q4 2016Q3 202326
AE Wealth Management LLC 26260.01%0.10%0.24%Q2 2017Q3 202326
RFG Advisory, LLC 2210.03%0.19%1.05%Q1 2016Q2 202326
SUNTRUST BANKS INC 26260.01%0.07%0.15%Q2 2013Q3 201926
BB&T SECURITIES, LLC 26260.05%0.08%0.15%Q2 2013Q3 201926
Steward Partners Investment Advisory, LLC 1820.00%0.06%0.10%Q4 2016Q3 202326
WINTRUST INVESTMENTS LLC 1710.02%0.18%0.53%Q3 2016Q3 202326
MML INVESTORS SERVICES, LLC 2320.02%0.29%0.84%Q2 2017Q3 202325
BDO Wealth Advisors, LLC 25250.01%0.03%0.10%Q2 2017Q2 202325
DAVENPORT & Co LLC 2230.00%0.02%0.07%Q3 2015Q1 202225
SUMMIT FINANCIAL GROUP, INC. 1870.30%0.57%0.99%Q2 2017Q3 202325
CHURCHILL MANAGEMENT Corp 1010.04%4.33%15.92%Q2 2013Q3 202325
Gradient Investments LLC 2010.00%0.00%0.00%Q2 2013Q3 202325
CREATIVE FINANCIAL DESIGNS INC /ADV 1780.01%0.16%0.39%Q4 2016Q3 202325
Jacobi Capital Management LLC 25250.05%0.10%0.16%Q3 2017Q3 202325
Valeo Financial Advisors, LLC 25250.03%0.05%0.10%Q3 2017Q3 202325
Cornerstone Wealth Management, LLC 2230.05%0.18%0.50%Q2 2017Q3 202325
IHT Wealth Management, LLC 1910.07%0.23%0.47%Q4 2016Q3 202325
USCA RIA LLC 24240.05%0.20%0.40%Q3 2015Q2 202124
B. Riley Wealth Management, Inc. 970.00%0.43%2.72%Q1 2014Q2 202224
HL FINANCIAL SERVICES LLC 24240.11%0.16%0.26%Q2 2013Q1 201924
Front Row Advisors LLC 24240.01%0.01%0.01%Q4 2017Q3 202324
MARSHALL WACE, LLP 1210.00%0.02%0.11%Q1 2018Q2 202324
AdvisorNet Financial, Inc 24240.00%0.06%0.18%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.05%0.12%0.22%Q4 2017Q3 202324
NORTHERN TRUST CORP 1010.00%0.00%0.00%Q4 2013Q3 202324
SeaCrest Wealth Management, LLC 24240.07%0.85%1.48%Q4 2017Q3 202324
Capital Investment Advisory Services, LLC 1610.01%0.12%0.21%Q1 2017Q3 202324
Financial Advocates Investment Management 24240.14%0.40%0.73%Q4 2017Q3 202324
Psagot Value Holdings Ltd. 1210.00%0.07%0.41%Q1 2015Q3 202124
Glassman Wealth Services 2210.01%0.10%0.17%Q3 2016Q3 202323
BAROMETER CAPITAL MANAGEMENT INC. 1310.10%0.33%0.96%Q4 2013Q3 202223
EP Wealth Advisors, LLC 1320.03%0.16%0.48%Q2 2017Q2 202323
MUFG Americas Holdings Corp 2210.00%0.00%0.00%Q3 2015Q3 202223
Flaharty Asset Management, LLC 23230.37%3.49%5.45%Q1 2018Q3 202323
PINNACLE ASSOCIATES LTD 23230.02%0.12%0.17%Q1 2018Q3 202323
Columbia Asset Management 1160.07%0.09%0.13%Q4 2016Q3 202323
WealthShield Partners, LLC 13100.02%0.61%2.56%Q4 2017Q3 202323
Darwin Wealth Management, LLC 1020.06%0.16%0.43%Q2 2016Q3 202323
Lido Advisors, LLC 23230.00%0.10%0.70%Q1 2018Q3 202323
Quad-Cities Investment Group, LLC 23230.42%1.39%2.24%Q1 2018Q3 202323
MGO ONE SEVEN LLC 2120.02%0.23%0.58%Q4 2017Q3 202323
McKinley Carter Wealth Services, Inc. 23230.05%0.10%0.22%Q1 2018Q3 202323
Bogart Wealth, LLC 23230.00%0.02%0.21%Q1 2018Q3 202323
Bedel Financial Consulting, Inc. 23230.15%0.51%0.92%Q4 2017Q2 202323
Cetera Investment Advisers 23230.00%0.10%0.25%Q1 2018Q3 202323
Riggs Asset Managment Co. Inc. 22220.01%2.74%5.99%Q1 2017Q2 202222
Voya Financial Advisors, Inc. 1410.02%0.08%0.24%Q2 2015Q1 202122
WHITTIER TRUST CO OF NEVADA INC 1390.00%0.00%0.01%Q1 2018Q3 202322
IFG Advisory, LLC 22220.11%2.32%11.15%Q2 2018Q3 202322
DEUTSCHE BANK AG\ 1110.00%0.00%0.00%Q3 2013Q2 202322
Harel Insurance Investments & Financial Services Ltd. 1930.02%0.40%3.44%Q2 2016Q3 202322
Kingsview Wealth Management, LLC 1660.03%0.26%0.76%Q1 2018Q3 202322
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 22220.04%0.61%1.17%Q2 2018Q3 202322
FMR LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
LifePlan Financial Group, Inc 22220.35%1.12%3.90%Q2 2015Q3 202022
Founders Capital Management 1390.01%0.01%0.02%Q1 2017Q4 202222
COMERICA BANK 1910.00%0.00%0.01%Q3 2013Q3 202321
LEVEL FOUR ADVISORY SERVICES, LLC 820.04%0.16%0.51%Q4 2016Q2 202321
Mutual Advisors, LLC 1140.01%0.05%0.10%Q1 2018Q3 202321
CENTAURUS FINANCIAL, INC. 2010.01%0.43%1.16%Q4 2017Q3 202321
Royal Fund Management, LLC 21210.01%0.06%0.12%Q4 2016Q4 202121
Focused Wealth Management, Inc 21210.00%0.05%0.10%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.12%Q3 2018Q3 202321
Patriot Financial Group Insurance Agency, LLC 1620.01%0.04%0.07%Q1 2017Q3 202321
Keystone Financial Group 1920.04%0.08%0.13%Q2 2018Q3 202321
Ayalon Insurance Comp Ltd. 1830.22%1.17%2.18%Q2 2018Q3 202321
Covington Capital Management 21210.00%0.01%0.02%Q3 2017Q3 202221
Ford Financial Group, LLC 21210.14%0.28%0.42%Q4 2017Q4 202221
STRATEGIC WEALTH MANAGEMENT INC 21211.70%4.52%12.56%Q4 2016Q4 202121
Belpointe Asset Management LLC 1640.01%0.04%0.10%Q4 2017Q1 202320
WealthBridge Capital Management, LLC 20200.80%2.27%3.44%Q4 2018Q3 202320
MinichMacGregor Wealth Management, LLC 920.71%1.28%1.67%Q4 2015Q3 202320
HM PAYSON & CO 1820.00%0.01%0.01%Q1 2018Q3 202320
Bank of New York Mellon Corp 1820.00%0.00%0.00%Q3 2018Q3 202320
Beacon Pointe Advisors, LLC 20200.02%0.18%0.44%Q4 2018Q3 202320
Pinnacle Wealth Management Advisory Group, LLC 20200.20%0.45%0.78%Q4 2018Q3 202320
MEANS INVESTMENT CO., INC. 20200.14%0.45%0.68%Q4 2018Q3 202320
Cambridge Advisors Inc. 1910.07%0.10%0.16%Q3 2018Q3 202320
Avior Wealth Management, LLC 1110.00%0.01%0.03%Q3 2015Q3 202320
Laurel Wealth Advisors LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
Milestone Advisory Partners 1010.48%1.64%20.44%Q4 2017Q3 202320
Westside Investment Management, Inc. 1510.00%0.28%0.93%Q4 2017Q3 202320
Twin Tree Management, LP 540.00%0.06%0.27%Q1 2020Q2 202220
MEITAV INVESTMENT HOUSE LTD 1220.03%0.18%1.22%Q2 2018Q3 202320
Private Portfolio Partners LLC 20200.07%0.16%0.25%Q4 2018Q3 202320
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201920
WealthTrust Fairport, LLC 1130.00%0.27%0.46%Q3 2013Q1 201920
TFG Advisers LLC 20200.15%0.27%0.37%Q4 2018Q3 202320
OneDigital Investment Advisors LLC 1550.00%0.03%0.06%Q2 2018Q3 202320
Archford Capital Strategies, LLC 830.07%0.38%0.59%Q2 2014Q4 201920
TRUE Private Wealth Advisors 1370.00%0.71%2.05%Q4 2015Q4 202020
Cedar Brook Financial Partners, LLC 20200.20%0.35%0.52%Q4 2018Q3 202320
AllSquare Wealth Management LLC 20200.00%0.01%0.01%Q4 2018Q3 202320
American Portfolios Advisors 20200.02%0.09%0.22%Q4 2017Q3 202220
Stockman Wealth Management, Inc. 1020.04%0.15%0.24%Q3 2016Q1 202220
PARAMETRIC PORTFOLIO ASSOCIATES LLC 20200.00%0.00%0.00%Q2 2017Q1 202220
Winch Advisory Services, LLC 1810.00%0.02%0.16%Q2 2015Q1 202119
Princeton Global Asset Management LLC 19190.18%0.74%2.05%Q1 2019Q3 202319
FAS Wealth Partners, Inc. 910.02%0.06%0.10%Q3 2016Q1 202319
Claraphi Advisory Network, LLC 19190.08%0.54%0.77%Q4 2017Q2 202219
HUNTINGTON NATIONAL BANK 1110.00%0.00%0.00%Q4 2017Q3 202319
CULLEN/FROST BANKERS, INC. 19190.00%0.00%0.01%Q1 2019Q3 202319
AVANTAX ADVISORY SERVICES, INC. 19190.01%0.09%0.20%Q1 2019Q3 202319
Sunbelt Securities, Inc. 1810.05%0.29%0.56%Q4 2016Q3 202319
Lenox Wealth Advisors, LLC 1230.00%0.00%0.01%Q4 2015Q1 202219
LYELL WEALTH MANAGEMENT, LP 19190.04%0.06%0.08%Q1 2019Q3 202319
Gladstone Institutional Advisory LLC 19190.10%0.66%1.56%Q1 2019Q3 202319
Titus Wealth Management 19190.21%0.37%0.61%Q4 2017Q2 202219
Western Wealth Management, LLC 1180.06%0.22%0.37%Q4 2018Q3 202319
Stratos Wealth Partners, LTD. 1110.02%0.13%0.20%Q2 2016Q4 202119
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1410.03%0.45%0.94%Q1 2017Q3 202219
ACG Wealth 1710.01%0.08%0.15%Q1 2017Q2 202219
MILLENNIUM MANAGEMENT LLC 310.00%0.01%0.07%Q3 2014Q3 202319
Rockefeller Capital Management L.P. 19190.01%0.03%0.05%Q1 2019Q3 202319
MARK SHEPTOFF FINANCIAL PLANNING, LLC 1540.01%0.01%0.01%Q3 2016Q3 202319
Fisher Asset Management, LLC 1210.00%0.03%0.19%Q3 2017Q3 202318
SG Americas Securities, LLC 1210.00%0.04%0.13%Q2 2013Q4 201818
Csenge Advisory Group 1260.02%0.72%1.53%Q3 2017Q3 202318
Ellis Investment Partners, LLC 18180.01%0.16%0.29%Q2 2019Q3 202318
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 18180.01%0.48%0.85%Q1 2018Q2 202218
FIRST INTERSTATE BANK 18180.01%0.01%0.01%Q3 2015Q4 201918
HSBC HOLDINGS PLC 1310.00%0.01%0.04%Q1 2016Q3 202318
TRUST CO OF VERMONT 1010.00%0.00%0.00%Q4 2015Q3 202318
Commonwealth Equity Services, Inc 18180.02%0.04%0.05%Q2 2013Q3 201718
Plante Moran Financial Advisors, LLC 1210.00%0.04%0.11%Q4 2015Q1 202318
BENJAMIN EDWARDS INC 18180.01%0.04%0.12%Q2 2019Q3 202318
SALEM INVESTMENT COUNSELORS INC 18180.00%0.00%0.00%Q2 2019Q3 202318
IFC Holdings Incorporated/FL 1080.12%0.20%0.28%Q2 2013Q4 201718
Bristlecone Advisors, LLC 18180.02%0.05%0.07%Q2 2019Q3 202318
BARCLAYS PLC 1610.00%0.01%0.08%Q3 2015Q1 202217
TWO SIGMA INVESTMENTS, LP 910.00%0.03%0.08%Q3 2018Q3 202317
BAHL & GAYNOR INC 17170.00%0.00%0.01%Q1 2014Q1 201817
Catamount Wealth Management 17170.00%0.00%0.01%Q4 2014Q4 201817
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1430.00%0.00%0.00%Q2 2014Q3 201817
Moloney Securities Asset Management, LLC 1310.04%0.08%0.28%Q3 2018Q3 202317
FLAGSHIP HARBOR ADVISORS, LLC 1160.01%0.06%0.18%Q2 2018Q3 202217
E&G Advisors, LP 17170.09%0.39%0.52%Q1 2018Q1 202217
LINCOLN NATIONAL CORP 17170.01%0.05%0.07%Q3 2019Q3 202317
Aveo Capital Partners, LLC 1110.11%0.41%1.13%Q2 2017Q3 202317
APPLETON GROUP, LLC 510.23%0.52%1.22%Q4 2013Q2 202117
Sargent Investment Group, LLC 1210.32%0.89%1.30%Q4 2018Q3 202317
BRANDYWINE OAK PRIVATE WEALTH LLC 16160.03%0.05%0.07%Q4 2018Q3 202216
ADVANTAGE INVESTMENT MANAGEMENT, LLC 1420.01%0.03%0.07%Q3 2015Q3 201916
Equitable Holdings, Inc. 16160.03%0.06%0.09%Q4 2019Q3 202316
Advisors Preferred, LLC 310.00%3.24%10.23%Q4 2013Q3 202016
Halpern Financial, Inc. 16160.04%0.07%0.10%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.03%0.06%0.10%Q4 2019Q3 202316
BANK OF NOVA SCOTIA 610.00%0.28%0.71%Q2 2016Q2 202316
Keebeck Wealth Management, LLC 16160.13%0.39%0.76%Q4 2019Q3 202316
Clear Creek Financial Management, LLC 1010.08%0.12%0.24%Q2 2019Q3 202316
IMA Wealth, Inc. 1210.00%1.99%3.79%Q2 2013Q3 202116
HARBOR INVESTMENT ADVISORY, LLC 16160.06%0.09%0.12%Q4 2019Q3 202316
RKL Wealth Management LLC 970.09%0.12%0.16%Q1 2017Q1 202116
Mission Creek Capital Partners, Inc. 16160.37%0.59%1.08%Q4 2019Q3 202316
AVIANCE CAPITAL MANAGEMENT, LLC 1510.00%0.20%1.18%Q1 2015Q1 201916
OPPENHEIMER ASSET MANAGEMENT INC. 720.01%0.02%0.03%Q1 2017Q4 202116
Cedar Mountain Advisors, LLC 16160.00%0.25%0.48%Q4 2019Q3 202316
Ancora Advisors LLC 1410.00%0.00%0.00%Q3 2018Q3 202316
Bartlett & Co. LLC 810.00%0.00%0.00%Q3 2019Q4 202316
WFG Advisors, LP 1420.01%0.09%0.16%Q2 2013Q2 201716
Lineweaver Wealth Advisors, LLC 16160.12%0.25%0.37%Q4 2019Q3 202316
1776 Wealth LLC 16160.45%0.75%1.03%Q4 2019Q3 202316
Perigon Wealth Management, LLC 1110.02%0.06%0.14%Q3 2011Q3 202316
Fusion Capital, LLC 16160.17%0.43%0.72%Q4 2019Q3 202316
Financial Architects, Inc 810.00%0.01%0.03%Q2 2015Q2 202016
Dorsey Wright & Associates 1240.04%0.32%0.71%Q1 2014Q3 201916
Atria Investments, Inc 510.01%0.04%0.17%Q4 2015Q3 202316
PFG Advisors 910.03%0.09%0.17%Q2 2019Q3 202315
COMMERCE BANK 1230.00%0.00%0.00%Q2 2018Q1 202315
WEALTHSOURCE PARTNERS, LLC 1010.02%0.13%0.95%Q1 2016Q1 202215
Global Wealth Management Investment Advisory, Inc. 1210.00%0.01%0.03%Q4 2018Q3 202315
Wagner Wealth Management, LLC 640.21%1.09%2.13%Q4 2017Q3 202315
S. R. Schill & Associates 1410.10%0.13%0.17%Q2 2017Q3 202315
WASHINGTON TRUST Co 15150.00%0.00%0.01%Q1 2020Q3 202315
Parker Investment Management, LLC 15150.04%0.10%0.29%Q3 2018Q1 202215
Genesee Capital Advisors, LLC 810.12%0.22%0.73%Q4 2018Q3 202315
OSAIC HOLDINGS, INC. 15150.04%0.10%0.16%Q1 2020Q3 202315
Rosenberg Matthew Hamilton 15150.03%0.06%0.10%Q1 2020Q3 202315
PACIFIC SUN FINANCIAL CORP 612.86%4.39%5.92%Q1 2018Q2 202315
Gateway Advisory, LLC 710.18%1.55%2.76%Q1 2015Q4 202015
Integrated Wealth Concepts LLC 1410.02%0.06%0.15%Q4 2019Q3 202315
ALTERNA WEALTH MANAGEMENT, INC 960.08%0.48%0.74%Q4 2018Q1 202315
EPG Wealth Management LLC 1050.00%0.19%0.43%Q4 2019Q3 202315
BlackRock Inc. 1140.00%0.00%0.00%Q1 2019Q3 202315
Advisor Group, Inc. 15150.10%0.15%0.23%Q2 2016Q4 201915
Ruggie Capital Group 510.22%0.53%1.28%Q1 2015Q3 201915
MBM Wealth Consultants, LLC 15150.04%0.08%0.09%Q4 2018Q2 202215
PARK AVENUE SECURITIES LLC 1110.01%0.02%0.03%Q1 2019Q3 202315
Joseph P. Lucia & Associates, LLC 14140.08%0.33%0.91%Q1 2019Q2 202214
GARRISON POINT ADVISORS, LLC 820.15%0.22%0.26%Q1 2019Q3 202314
Homrich & Berg 14140.01%0.01%0.02%Q2 2018Q3 202114
TWO SIGMA ADVISERS, LP 920.00%0.03%0.05%Q2 2019Q3 202314
HighMark Wealth Management LLC 14140.00%0.01%0.02%Q2 2020Q3 202314
Axiom Investment Management LLC 1310.01%1.32%3.28%Q4 2018Q3 202214
EXENCIAL WEALTH ADVISORS, LLC 14140.02%0.03%0.04%Q2 2020Q3 202314
PRUDENTIAL FINANCIAL INC 1310.00%0.00%0.01%Q3 2017Q3 202314
HRT FINANCIAL LP 410.02%0.22%1.18%Q1 2016Q3 202314
HHM Wealth Advisors, LLC 1130.01%0.01%0.04%Q1 2020Q3 202314
Capital Asset Advisory Services LLC 1110.19%0.53%0.89%Q2 2017Q4 202214
Pensionmark Financial Group, LLC 910.05%0.15%0.24%Q4 2018Q3 202214
Leelyn Smith, LLC 1310.01%0.04%0.14%Q4 2019Q3 202314
Capital Bank & Trust Co 14140.00%0.00%0.00%Q4 2017Q1 202114
Meridian Wealth Management, LLC 1210.02%0.06%0.12%Q2 2019Q1 202314
MSI Financial Services Inc 1310.00%0.62%1.60%Q2 2013Q4 201614
Kovitz Investment Group Partners, LLC 1130.00%0.02%0.04%Q4 2019Q3 202314
WELCH & FORBES LLC 1220.00%0.01%0.01%Q2 2018Q4 202114
Cresset Asset Management, LLC 810.00%0.01%0.02%Q1 2019Q3 202314
GREAT VALLEY ADVISOR GROUP, INC. 14140.02%0.06%0.11%Q2 2020Q3 202314
Qube Research & Technologies Ltd 630.00%0.07%0.29%Q4 2019Q3 202314
Pinnacle Family Advisors, LLC 710.11%0.35%0.79%Q3 2017Q3 202314
Global Trust Asset Management, LLC 820.02%0.42%1.06%Q4 2017Q1 202214
COUNTRY TRUST BANK 14140.01%0.01%0.01%Q3 2020Q4 202314
Arkadios Wealth Advisors 14140.21%0.51%1.23%Q2 2020Q3 202314
MERCER GLOBAL ADVISORS INC /ADV 1310.00%0.03%0.11%Q4 2019Q3 202314
Clark Capital Management Group, Inc. 410.02%0.46%1.50%Q2 2013Q3 202313
NATIONAL PLANNING CORP 12120.00%0.03%0.05%Q4 2014Q3 201713
SIMPLEX TRADING, LLC 410.00%0.01%0.06%Q2 2015Q1 202313
TRANSCEND CAPITAL ADVISORS, LLC 1210.02%0.05%0.12%Q4 2019Q3 202313
First Horizon Advisors, Inc. 1110.00%0.00%0.01%Q3 2014Q4 202113
Jackson Wealth Management, LLC 1120.34%0.69%1.38%Q3 2015Q2 201913
Migdal Insurance & Financial Holdings Ltd. 1210.00%0.00%0.00%Q1 2016Q3 202313
Aptus Capital Advisors, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
Ironwood Financial, llc 13130.03%0.03%0.04%Q3 2018Q3 202113
Maltin Wealth Management, Inc. 13130.16%0.23%0.29%Q3 2020Q3 202313
CPMG Inc 13130.02%0.04%0.07%Q4 2017Q4 202013
Carmichael Hill & Associates, Inc. 13130.00%0.01%0.01%Q3 2020Q3 202313
Key FInancial Inc 1210.01%0.01%0.02%Q1 2020Q3 202313
Concentrum Wealth Management 810.18%0.29%0.43%Q1 2019Q3 202313
Kestra Advisory Services, LLC 13130.11%0.19%0.37%Q3 2020Q3 202313
Jaffetilchin Investment Partners, LLC 710.02%0.36%2.47%Q4 2015Q4 202113
Bell Rock Capital LLC 13130.02%0.11%0.32%Q4 2016Q4 201913
Atlas Private Wealth Advisors 760.28%0.65%1.09%Q2 2020Q3 202313
Segment Wealth Management, LLC 760.06%0.21%0.73%Q1 2017Q4 202113
TOWNSQUARE CAPITAL LLC 1030.01%0.01%0.03%Q2 2019Q3 202313
Concert Wealth Management Inc. 760.07%0.10%0.20%Q2 2013Q3 201613
BECK CAPITAL MANAGEMENT, LLC 13130.58%0.77%1.17%Q3 2015Q3 201813
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.10%0.24%0.50%Q3 2020Q3 202313
WT Wealth Management 1210.09%0.89%1.17%Q3 2019Q1 202313
Founders Financial Alliance, LLC 13130.07%0.14%0.19%Q3 2020Q3 202313
Sargent Bickham Lagudis LLC 13130.00%0.00%0.00%Q2 2017Q2 202013
CERTUITY, LLC 13130.03%0.16%0.37%Q3 2020Q3 202313
Financial Management Professionals, Inc. 620.00%0.60%2.31%Q4 2013Q1 202313
TruWealth Advisors, LLC 12120.09%1.65%4.53%Q4 2020Q3 202312
FRANKLIN RESOURCES INC 1110.00%0.00%0.00%Q3 2020Q3 202312
VSR Financial Services, Inc. 12120.05%0.17%0.29%Q3 2013Q2 201612
MTM Investment Management, LLC 12120.64%1.14%1.74%Q4 2020Q3 202312
Ten Capital Wealth Advisors, LLC 12120.10%0.25%0.46%Q3 2020Q2 202312
Independent Advisor Alliance 710.08%0.20%1.00%Q1 2017Q2 202312
Detwiler Fenton Investment Management LLC 12120.33%0.47%0.64%Q2 2010Q1 201312
Archer Investment Corp 930.02%0.41%0.85%Q4 2018Q3 202312
SVB WEALTH LLC 840.01%0.01%0.02%Q4 2019Q1 202312
Cordasco Financial Network 12120.00%0.00%0.01%Q3 2019Q2 202212
Main Street Financial Solutions, LLC 12120.15%0.20%0.30%Q4 2020Q3 202312
Good Life Advisors, LLC 12120.04%0.06%0.10%Q4 2020Q3 202312
Madison Wealth Partners, Inc 12120.12%0.17%0.25%Q4 2020Q3 202312
WOODWARD DIVERSIFIED CAPITAL, LLC 12120.36%1.16%2.38%Q4 2020Q3 202312
First Command Financial Services, Inc. 1020.00%0.01%0.02%Q4 2016Q4 201912
Proquility Private Wealth Partners, LLC 12120.58%1.09%1.89%Q4 2020Q3 202312
DHJJ Financial Advisors, Ltd. 12120.57%1.17%1.86%Q4 2020Q3 202312
TimeScale Financial, Inc. 12120.00%0.00%0.01%Q3 2020Q2 202312
Diversified, LLC 12120.07%0.18%0.36%Q4 2020Q3 202312
Harvest Investment Services, LLC 1020.14%0.19%0.32%Q2 2020Q2 202312
SOA Wealth Advisors, LLC. 12120.00%0.00%0.01%Q4 2020Q3 202312
AlphaMark Advisors, LLC 12120.00%0.00%0.00%Q4 2017Q3 202012
DEFINED WEALTH MANAGEMENT, LLC 12120.70%1.72%2.62%Q4 2020Q3 202312
Bison Wealth, LLC 820.10%0.22%0.44%Q3 2015Q3 202312
Virtu Financial LLC 610.02%0.25%0.95%Q3 2013Q1 201912
DB Wealth Management Group, LLC 12120.09%0.71%1.98%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
Baystate Wealth Management LLC 1020.00%0.00%0.00%Q1 2018Q3 202312
CONTINENTAL ADVISORS LLC 550.28%2.96%6.38%Q3 2018Q1 202112
Triton Wealth Management, PLLC 1020.13%0.41%1.73%Q2 2020Q2 202312
Smith Anglin Financial, LLC 12120.09%0.17%0.28%Q4 2020Q3 202312
Hoxton Financial, Inc. 12124.19%5.36%10.76%Q2 2013Q1 201612
Wealthcare Advisory Partners LLC 1110.01%0.01%0.02%Q3 2017Q1 202112
First Command Bank 1020.01%0.02%0.02%Q4 2016Q4 201912
Signature Wealth Management Partners, LLC 12120.52%1.00%1.64%Q4 2020Q3 202312
MORGAN JESS S & CO INC 12122.24%3.02%3.67%Q4 2019Q3 202212
TRUSTCORE FINANCIAL SERVICES, LLC 12120.01%0.01%0.01%Q2 2018Q1 202112
Wealth Management Partners, LLC 12123.04%3.69%5.00%Q4 2020Q3 202312
Southland Equity Partners LLC 12121.72%2.98%4.53%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.01%0.02%Q2 2013Q1 201612
MATRIX PRIVATE CAPITAL GROUP LLC 11110.33%0.82%1.16%Q4 2019Q2 202211
Clearstead Advisors, LLC 920.00%0.00%0.01%Q2 2020Q3 202311
BNP PARIBAS FINANCIAL MARKETS 810.00%0.00%0.00%Q3 2014Q3 202311
tru Independence LLC 910.19%0.28%0.51%Q4 2019Q3 202311
WESPAC Advisors, LLC 510.30%1.80%4.50%Q3 2013Q3 201811
Total Clarity Wealth Management, Inc. 11110.04%0.44%0.76%Q4 2019Q2 202211
Stratos Wealth Advisors, LLC 11110.12%0.22%0.52%Q4 2018Q2 202111
EVOKE WEALTH, LLC 610.00%0.00%0.00%Q3 2019Q3 202211
Cutter & CO Brokerage, Inc. 620.07%0.22%0.59%Q4 2016Q1 202011
Texas Yale Capital Corp. 810.01%0.03%0.10%Q1 2014Q1 202211
Spire Wealth Management 11110.02%0.08%0.16%Q1 2021Q3 202311
Mezzasalma Advisors, LLC 11110.64%0.85%1.08%Q4 2020Q2 202311
Leonard Rickey Investment Advisors P.L.L.C. 710.09%0.26%0.37%Q4 2017Q2 202111
FLOW TRADERS U.S. LLC 420.02%0.11%0.42%Q3 2016Q3 202311
Onyx Bridge Wealth Group LLC 11110.30%0.51%0.72%Q1 2021Q3 202311
EVERETT HARRIS & CO /CA/ 11110.01%0.01%0.01%Q1 2020Q3 202211
Trexquant Investment LP 620.01%0.04%0.12%Q4 2019Q3 202311
Rollins Financial 830.06%3.65%9.64%Q4 2020Q3 202311
Tempus Wealth Planning, LLC 11110.17%0.35%0.55%Q1 2021Q3 202311
Mariner, LLC 520.01%0.03%0.07%Q2 2016Q3 202311
Ausdal Financial Partners, Inc. 810.03%0.06%0.08%Q4 2015Q1 202211
FIDUCIARY TRUST CO 830.00%0.01%0.01%Q2 2019Q1 202211
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 11110.04%0.09%0.17%Q4 2018Q2 202111
Capital Wealth Alliance, LLC 510.12%0.17%0.23%Q4 2019Q3 202311
Destiny Wealth Partners, LLC 11110.13%0.19%0.26%Q1 2021Q3 202311
PSI Advisors, LLC 530.00%0.27%1.00%Q2 2020Q3 202311
Strategic Blueprint, LLC 11110.04%0.10%0.17%Q1 2021Q3 202311
CenterStar Asset Management, LLC 310.00%0.07%0.26%Q3 2018Q3 202211
1832 Asset Management L.P. 710.00%0.01%0.03%Q3 2013Q3 202011
Institute for Wealth Management, LLC. 1010.04%0.06%0.11%Q1 2019Q1 202211
Nachman Norwood & Parrott, Inc 11110.04%0.04%0.05%Q4 2018Q2 202111
Tamar Securities, LLC 812.06%3.20%4.54%Q2 2020Q3 202311
Quantitative Investment Management, LLC 510.03%0.17%0.45%Q4 2016Q3 202211
Concord Wealth Partners 740.00%0.01%0.02%Q4 2020Q3 202311
Golden State Wealth Management, LLC 730.00%0.13%0.28%Q1 2019Q1 202210
GPS Wealth Strategies Group, LLC 730.00%0.00%0.01%Q1 2021Q3 202310
Walleye Trading LLC 660.00%0.01%0.04%Q2 2022Q3 202310
Crumly & Associates Inc. 10100.89%4.37%8.74%Q4 2019Q1 202210
Kesler, Norman & Wride, LLC 910.11%0.19%0.32%Q4 2020Q3 202310
WESTPORT RESOURCES MANAGEMENT INC 10100.00%0.00%0.01%Q2 2013Q3 201510
PETERSON WEALTH MANAGEMENT 420.58%1.24%1.86%Q2 2020Q3 202310
HARBOUR INVESTMENTS, INC. 640.12%0.30%0.68%Q1 2021Q3 202310
FORVIS Wealth Advisors, LLC 820.01%0.01%0.01%Q2 2020Q3 202310
Sowell Financial Services LLC 710.07%0.12%0.21%Q4 2018Q1 202310
WEBSTER BANK, N. A. 10100.01%0.02%0.02%Q4 2016Q1 201910
Delos Wealth Advisors, LLC 10100.00%0.02%0.17%Q2 2021Q3 202310
Baron Financial Group, LLC 10100.73%1.16%1.52%Q3 2020Q4 202210
Walkner Condon Financial Advisors LLC 710.08%0.23%0.70%Q2 2020Q3 202310
Avion Wealth 640.00%0.06%0.22%Q3 2019Q1 202210
Simplicity Solutions, LLC 10100.02%0.17%0.27%Q3 2018Q4 202010
TD Capital Management LLC 710.00%0.00%0.01%Q3 2017Q3 202210
Summit Financial, LLC 10100.02%0.04%0.05%Q2 2021Q3 202310
Accel Wealth Management 10100.04%0.15%0.34%Q4 2020Q1 202310
Claro Advisors LLC 710.07%0.30%0.58%Q4 2018Q3 202310
Madden Advisory Services, Inc. 710.01%0.01%0.03%Q2 2013Q1 201710
BOKF, NA 310.00%0.00%0.01%Q2 2015Q3 202310
Lake Point Wealth Management 520.00%0.00%0.00%Q4 2018Q2 202210
MONEY CONCEPTS CAPITAL CORP 820.02%0.21%0.51%Q4 2020Q3 202310
West Branch Capital LLC 10100.03%0.04%0.08%Q2 2021Q3 202310
ALBION FINANCIAL GROUP /UT 510.00%0.00%0.00%Q4 2020Q3 202310
OPTIMUM INVESTMENT ADVISORS 640.00%0.00%0.00%Q2 2014Q2 202110
BUCKINGHAM STRATEGIC WEALTH, LLC 410.01%0.02%0.04%Q2 2018Q2 202110
FARMERS & MERCHANTS INVESTMENTS INC 10100.00%0.00%0.00%Q2 2021Q3 202310
Hilltop Holdings Inc. 810.26%0.36%0.44%Q1 2015Q4 201710
Clarus Wealth Advisors 610.14%0.22%0.31%Q1 2018Q2 202310
Highwater Wealth Management, LLC 640.85%1.55%3.07%Q3 2016Q3 201910
Investors Capital Advisory Services 10100.04%0.06%0.10%Q3 2013Q4 201510
Renaissance Technologies 210.00%0.00%0.00%Q1 2018Q4 20229
Lloyd Advisory Services, LLC. 990.00%0.01%0.04%Q1 2020Q1 20229
COZAD ASSET MANAGEMENT INC 990.04%0.16%0.21%Q2 2020Q2 20229
Wealthfront Advisers LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Karp Capital Management Corp 810.02%1.09%1.74%Q3 2016Q4 20189
Ameritas Investment Company, LLC 420.03%0.24%0.51%Q1 2019Q3 20219
DFPG INVESTMENTS, LLC 720.02%0.08%0.10%Q1 2021Q3 20239
Stonebridge Financial Planning Group, LLC 990.08%0.11%0.13%Q4 2019Q4 20219
SignalPoint Asset Management, LLC 990.09%0.12%0.18%Q3 2020Q3 20229
Nan Shan Life Insurance Co., Ltd. 710.03%0.15%0.25%Q3 2015Q1 20209
Freedom Investment Management, Inc. 410.01%0.20%0.45%Q4 2015Q4 20219
Willingdon Wealth Management 990.01%0.04%0.06%Q1 2018Q1 20209
Stonebridge Capital Advisors LLC 540.00%0.00%0.00%Q3 2019Q2 20229
BROWN BROTHERS HARRIMAN & CO 810.00%0.00%0.00%Q2 2015Q3 20239
Prestige Wealth Management Group LLC 990.02%0.03%0.04%Q4 2018Q4 20209
U.S. Capital Wealth Advisors, LLC 990.04%0.10%0.27%Q3 2021Q3 20239
Krilogy Financial LLC 710.00%0.02%0.19%Q3 2016Q3 20239
Moors & Cabot, Inc. 310.02%0.06%0.10%Q2 2014Q4 20209
J.W. COLE ADVISORS, INC. 510.07%0.29%0.66%Q4 2019Q4 20229
Realta Investment Advisors 810.01%0.13%0.20%Q1 2019Q3 20229
BESSEMER GROUP INC 410.00%0.00%0.00%Q4 2018Q2 20239
PICTON MAHONEY ASSET MANAGEMENT 810.00%0.00%0.01%Q2 2014Q3 20169
Modus Advisors, LLC 990.20%1.59%2.19%Q4 2019Q4 20219
626 Financial, LLC 810.27%3.28%4.35%Q1 2021Q3 20239
NVWM, LLC 990.00%0.00%0.00%Q4 2017Q4 20199
Mascoma Wealth Management LLC 610.01%0.10%0.18%Q2 2017Q1 20219
FinTrust Capital Advisors, LLC 990.00%0.00%0.00%Q2 2021Q2 20239
TCI Wealth Advisors, Inc. 510.00%0.00%0.01%Q1 2014Q3 20219
Virtu KCG Holdings LLC 410.01%0.03%0.06%Q3 2013Q2 20179
SII INVESTMENTS INC/WI 540.02%0.04%0.06%Q2 2014Q3 20179
Miracle Mile Advisors, LLC 990.01%0.02%0.02%Q3 2020Q3 20229
C M BIDWELL & ASSOCIATES LTD 990.01%0.01%0.02%Q3 2021Q3 20239
Goodwin Investment Advisory 990.00%0.01%0.01%Q4 2020Q4 20229
Bank Pictet & Cie (Europe) AG 810.09%0.29%0.86%Q4 2013Q1 20179
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 990.03%0.09%0.13%Q3 2020Q3 20229
High Net Worth Advisory Group LLC 990.08%0.13%0.24%Q4 2021Q4 20239
SCHNIEDERS CAPITAL MANAGEMENT LLC 810.06%0.12%0.16%Q3 2018Q1 20229
Psagot Value Holdings Ltd. / (Israel) 990.04%0.11%0.18%Q3 2021Q3 20239
Bank Julius Baer & Co. Ltd, Zurich 990.02%0.06%0.11%Q1 2020Q1 20229
WESBANCO BANK INC 420.01%0.02%0.04%Q1 2017Q4 20219
STERNE AGEE GROUP, INC. 880.42%0.66%1.09%Q2 2013Q1 20158
UBS AG 660.00%0.04%0.06%Q2 2013Q3 20148
FIRST HAWAIIAN BANK 320.01%0.03%0.06%Q3 2018Q1 20218
BAIRD ROBERT W & CO INC /WI/ 880.06%0.08%0.10%Q2 2013Q1 20158
GUERRA PAN ADVISORS, LLC 881.27%1.46%1.77%Q4 2021Q3 20238
BBVA USA Bancshares, Inc. 880.72%0.79%0.84%Q2 2013Q1 20158
Bensler, LLC 881.64%2.34%4.23%Q4 2021Q3 20238
Crown Wealth Group, LLC 880.21%0.43%0.72%Q4 2021Q3 20238
Quantum Private Wealth, LLC 880.50%0.54%0.56%Q4 2021Q3 20238
STRATEGY ASSET MANAGERS LLC 880.06%0.10%0.16%Q1 2020Q4 20218
Baldrige Asset Management LLC 880.00%0.01%0.01%Q2 2021Q1 20238
LexAurum Advisors, LLC 510.06%0.66%1.09%Q4 2017Q2 20218
Parisi Gray Wealth Management 530.01%0.04%0.13%Q4 2017Q4 20218
Paragon Private Wealth Management, LLC 881.06%1.55%3.30%Q4 2021Q3 20238
PCG Wealth Advisors, LLC 880.50%0.87%2.24%Q4 2021Q3 20238
CX Institutional 310.00%0.02%0.14%Q1 2019Q2 20228
Clear Perspective Advisors, LLC 710.03%0.05%0.08%Q4 2016Q2 20198
Financial Gravity Asset Management, Inc. 320.00%0.34%2.59%Q1 2018Q4 20218
Activest Wealth Management 610.03%2.39%5.56%Q1 2021Q3 20238
KENFARB & CO. 880.08%0.10%0.12%Q4 2021Q3 20238
Hapanowicz & Associates Financial Services, Inc 710.14%0.35%0.62%Q3 2018Q3 20208
M Holdings Securities, Inc. 410.02%0.13%0.20%Q2 2018Q1 20238
PARSONS CAPITAL MANAGEMENT INC/RI 710.01%0.02%0.02%Q1 2015Q4 20218
CHIRON CAPITAL MANAGEMENT, LLC 880.18%4.15%7.52%Q4 2021Q3 20238
LVW Advisors, LLC 880.08%0.09%0.12%Q3 2018Q2 20208
Apollon Wealth Management, LLC 880.03%0.04%0.08%Q4 2021Q3 20238
WMG Financial Advisors, LLC 880.20%0.46%0.84%Q4 2021Q3 20238
Berman Capital Advisors, LLC 880.00%0.01%0.01%Q4 2018Q3 20208
Triumph Capital Management 410.11%0.35%0.73%Q2 2021Q3 20238
Neuberger Berman Group LLC 710.00%0.00%0.00%Q2 2019Q4 20218
Providence Capital Advisors, LLC 510.00%0.01%0.02%Q4 2017Q1 20218
Unconventional Investor, LLC 880.64%0.80%1.08%Q4 2021Q3 20238
SMITH HAYES Advisers, Inc 880.06%0.18%0.29%Q3 2013Q2 20158
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 620.76%1.05%1.48%Q3 2021Q3 20238
TWO SIGMA SECURITIES, LLC 310.01%0.05%0.18%Q4 2016Q4 20228
Alpha Cubed Investments, LLC 880.05%0.08%0.10%Q1 2017Q4 20188
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
Loveless Wealth Management LLC 880.32%0.35%0.39%Q4 2019Q3 20218
Ameritas Advisory Services, LLC 880.06%0.08%0.16%Q4 2021Q3 20238
SAGE PRIVATE WEALTH GROUP, LLC 880.02%0.03%0.05%Q4 2020Q3 20228
ETFIDEA, LLC 880.59%0.80%1.29%Q4 2021Q3 20238
National Wealth Management Group, LLC 880.29%0.38%0.61%Q4 2021Q3 20238
CATALYST PRIVATE WEALTH, LLC 710.10%0.14%0.20%Q3 2020Q4 20238
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 880.00%0.01%0.01%Q2 2020Q1 20228
HB Wealth Management, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
V Wealth Advisors LLC 620.04%0.10%0.14%Q3 2018Q1 20228
GUARDIAN WEALTH ADVISORS, LLC / NC 880.01%0.09%0.56%Q4 2021Q3 20238
Fieldpoint Private Securities, LLC 520.00%0.01%0.01%Q4 2018Q2 20227
Evercore Wealth Management, LLC 610.00%0.01%0.01%Q4 2015Q1 20227
PICTET ASSET MANAGEMENT LTD 430.00%0.01%0.02%Q3 2013Q2 20217
Wealthspire Advisors, L.P. 770.00%0.01%0.01%Q3 2017Q1 20197
TFC Financial Management, Inc. 770.00%0.00%0.01%Q1 2022Q3 20237
ICA Group Wealth Management, LLC 770.14%0.20%0.23%Q1 2022Q3 20237
HAZLETT, BURT & WATSON, INC. 770.07%0.08%0.10%Q1 2022Q3 20237
SEARCY FINANCIAL SERVICES INC /ADV 433.74%6.21%10.90%Q1 2020Q4 20217
UBS ASSET MANAGEMENT AMERICAS INC 770.00%0.00%0.00%Q1 2018Q3 20197
L.M. KOHN & COMPANY 770.22%0.23%0.27%Q1 2022Q3 20237
StoneX Group Inc. 770.31%0.94%1.47%Q2 2017Q4 20187
Holistic Financial Partners 613.18%4.92%5.51%Q2 2020Q1 20227
Colonial River Wealth Management, LLC 520.10%0.20%0.26%Q4 2020Q4 20227
Strategic Wealth Partners, Ltd. 770.00%0.52%1.52%Q1 2018Q3 20197
Eagle Strategies LLC 430.07%0.14%0.32%Q4 2021Q3 20237
Trust Co 770.00%0.00%0.00%Q1 2021Q3 20227
CreativeOne Wealth, LLC 520.01%0.02%0.03%Q2 2020Q1 20227
Newbridge Financial Services Group, Inc. 770.02%0.02%0.03%Q3 2020Q1 20227
Laidlaw Wealth Management LLC 770.07%0.14%0.21%Q4 2019Q2 20217
Tyler-Stone Wealth Management 520.09%0.10%0.13%Q4 2021Q3 20237
Partnervest Advisory Services LLC 520.00%0.05%0.17%Q2 2013Q2 20177
Atria Wealth Solutions, Inc. 770.06%0.09%0.16%Q1 2022Q3 20237
Polaris Wealth Advisory Group, LLC 320.00%0.02%0.06%Q2 2017Q3 20217
Placemark Investments, Inc. 770.01%0.01%0.02%Q2 2013Q4 20147
Portfolio Strategies, Inc. 771.76%5.01%8.67%Q4 2017Q2 20197
Integrity Financial Corp /WA 770.01%0.01%0.02%Q1 2022Q3 20237
Bank of New Hampshire 770.03%0.03%0.04%Q1 2022Q3 20237
TRAIN BABCOCK ADVISORS LLC 610.10%0.31%0.40%Q1 2016Q4 20177
Buffington Mohr McNeal 510.04%0.05%0.06%Q4 2015Q4 20217
Paladin Advisory Group, LLC 770.01%0.01%0.01%Q4 2021Q2 20237
American Financial Advisors, LLC 770.03%0.05%0.06%Q2 2020Q4 20217
Maple Capital Management, Inc. 770.03%0.04%0.04%Q3 2020Q1 20227
WADE G W & INC 770.01%0.02%0.02%Q1 2021Q3 20227
StrategIQ Financial Group, LLC 770.04%0.06%0.08%Q3 2020Q1 20227
NEW ENGLAND SECURITIES CORP /MA/ 770.06%0.42%0.63%Q2 2013Q4 20147
VIVID FINANCIAL MANAGEMENT, INC. 770.08%0.12%0.15%Q2 2020Q4 20217
MOORE CAPITAL MANAGEMENT, LP 520.01%0.14%0.34%Q4 2013Q4 20167
COMMUNITY TRUST & INVESTMENT CO 770.04%0.05%0.05%Q4 2020Q2 20227
Parsec Financial Management, Inc. 770.01%0.01%0.01%Q2 2020Q4 20217
MITCHELL MCLEOD PUGH & WILLIAMS INC 770.14%0.17%0.18%Q2 2020Q4 20217
Integrated Advisors Network LLC 430.03%0.09%0.15%Q3 2021Q2 20237
Regent Peak Wealth Advisors LLC 770.06%0.08%0.09%Q3 2020Q1 20227
Beacon Capital Management, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
TUDOR INVESTMENT CORP ET AL 510.01%0.03%0.14%Q3 2017Q3 20237
Insight Advisors, LLC/ PA 310.05%0.11%0.16%Q4 2020Q2 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.02%0.07%0.15%Q1 2021Q4 20227
Foresight Wealth Management, LLC 770.20%0.50%0.92%Q4 2018Q2 20207
Horan Securities, Inc. 510.00%0.01%0.02%Q3 2016Q3 20187
LGL PARTNERS, LLC 770.04%0.24%0.54%Q1 2022Q3 20237
Avestar Capital, LLC 770.00%0.00%0.00%Q4 2017Q2 20197
TOMPKINS FINANCIAL CORP 660.00%0.00%0.00%Q3 2022Q4 20236
CITY HOLDING CO 660.00%0.01%0.01%Q1 2016Q2 20176
Global Financial Private Capital, Inc 510.01%0.08%0.18%Q3 2017Q1 20196
BerganKDV Wealth Management, LLC 660.00%0.00%0.00%Q4 2018Q1 20206
MCDONALD PARTNERS LLC 420.06%0.13%0.16%Q4 2020Q2 20226
Cascade Investment Advisors, Inc. 660.01%0.01%0.02%Q1 2021Q2 20226
MAI Capital Management 660.00%0.01%0.01%Q4 2020Q1 20226
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 660.01%0.01%0.01%Q4 2020Q1 20226
Sightline Wealth Advisors, LLC 660.19%0.33%0.44%Q4 2020Q1 20226
Alpine Global Management, LLC 210.09%0.22%0.45%Q4 2016Q2 20236
360 Financial, Inc. 660.10%1.44%4.13%Q3 2020Q4 20216
Apeiron RIA LLC 510.13%0.18%0.28%Q1 2022Q3 20236
BARINGS LLC 660.05%0.19%0.43%Q1 2020Q2 20216
OLD MISSION CAPITAL LLC 310.02%0.27%0.60%Q3 2018Q3 20226
Selective Wealth Management, Inc. 660.01%0.03%0.06%Q2 2021Q3 20226
ROMAN BUTLER FULLERTON & CO 330.13%0.14%0.15%Q2 2020Q4 20216
Summit X, LLC 660.10%0.12%0.14%Q3 2020Q4 20216
Bellwether Investment Group, LLC 510.44%1.76%2.99%Q2 2016Q4 20176
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 420.00%0.02%0.05%Q3 2020Q3 20236
Financial Partners Group, Inc 660.54%1.44%2.59%Q3 2018Q4 20196
MEEDER ASSET MANAGEMENT INC 660.00%0.00%0.00%Q1 2021Q2 20226
Edmond de Rothschild (Europe) 660.04%0.11%0.17%Q2 2015Q3 20166
Clearview Wealth Advisors LLC 660.02%0.02%0.02%Q4 2020Q1 20226
Personal Capital Advisors Corp 410.00%0.00%0.00%Q3 2019Q1 20226
LBA Wealth Management, LLC 660.00%0.00%0.01%Q4 2015Q1 20176
MANAGED ACCOUNT ADVISORS LLC 660.02%0.06%0.10%Q1 2014Q2 20156
FIFTH THIRD SECURITIES, INC. 330.06%0.75%3.88%Q3 2021Q3 20236
Sound Income Strategies, LLC 410.00%0.01%0.01%Q2 2018Q2 20236
Cavalier Investments, LLC 310.71%1.20%1.98%Q4 2015Q3 20186
OLD NATIONAL BANCORP /IN/ 660.01%0.02%0.03%Q2 2014Q3 20156
Secure Asset Management, LLC 510.10%2.41%3.18%Q4 2019Q2 20236
VICUS CAPITAL 510.04%0.83%1.69%Q4 2014Q3 20176
PRIVATE TRUST CO NA 660.00%0.01%0.01%Q2 2022Q3 20236
Beaumont Capital Management, LLC 510.33%1.83%2.74%Q4 2020Q2 20226
BRIGHTON JONES LLC 660.01%0.02%0.02%Q4 2020Q1 20226
SFI Advisors, LLC 662.71%3.17%3.71%Q2 2022Q3 20236
Strategic Wealth Investment Group, LLC 420.05%0.05%0.06%Q4 2021Q3 20236
SECURITY NATIONAL TRUST CO 330.01%0.01%0.01%Q4 2019Q3 20216
JOHNSON INVESTMENT COUNSEL INC 660.00%0.00%0.00%Q4 2020Q1 20226
PERSONAL CFO SOLUTIONS, LLC 510.05%0.06%0.08%Q4 2019Q4 20216
REGIONS FINANCIAL CORP 210.00%0.00%0.00%Q4 2017Q3 20216
EDMOND DE ROTHSCHILD (SUISSE) S.A. 660.08%0.17%0.32%Q2 2015Q3 20166
Coston, McIsaac & Partners 660.00%0.00%0.00%Q2 2022Q3 20236
WealthPLAN Partners, LLC 210.00%0.02%0.04%Q1 2015Q2 20236
Timber Hill LLC 510.00%0.01%0.02%Q4 2014Q3 20176
Portfolio Strategies Inc 420.48%2.16%3.75%Q1 2014Q4 20176
McIlrath & Eck, LLC 510.00%0.00%0.00%Q1 2019Q1 20216
JFG Wealth Management, LLC 660.08%0.18%0.50%Q4 2020Q1 20226
Financial Services Advisory Inc 320.38%3.72%8.17%Q4 2017Q2 20235
BOENNING & SCATTERGOOD, INC. 550.04%0.04%0.04%Q4 2020Q4 20215
Friedenthal Financial 310.20%2.22%3.88%Q1 2018Q3 20205
Allianz Asset Management GmbH 310.00%0.00%0.00%Q4 2015Q2 20175
PEDDOCK CAPITAL ADVISORS, LLC 310.01%0.01%0.01%Q2 2018Q4 20205
Elevated Capital Advisors, LLC 210.09%0.14%0.23%Q3 2021Q3 20235
RiverFront Investment Group, LLC 550.16%0.18%0.20%Q4 2012Q4 20135
Concorde Asset Management, LLC 320.12%0.17%0.20%Q1 2019Q4 20205
Q3 Asset Management 210.55%1.33%2.11%Q4 2019Q2 20235
HOWE & RUSLING INC 550.00%0.00%0.00%Q4 2020Q4 20215
Castle Rock Wealth Management, LLC 550.55%0.67%0.79%Q3 2020Q3 20215
Lindbrook Capital, LLC 410.04%0.35%0.47%Q1 2022Q3 20235
FDx Advisors, Inc. 210.01%0.02%0.02%Q4 2017Q2 20195
Beacon Pointe Wealth Advisors, LLC 550.28%0.36%0.49%Q4 2018Q4 20195
J. Goldman & Co LP 210.07%0.22%0.51%Q1 2017Q3 20235
SSI INVESTMENT MANAGEMENT LLC 320.08%0.17%0.24%Q2 2018Q1 20215
Coppell Advisory Solutions LLC 410.28%0.57%0.99%Q4 2020Q3 20235
Arete Wealth Advisors, LLC 550.06%0.15%0.40%Q2 2020Q2 20215
Orion Portfolio Solutions, LLC 320.00%0.00%0.01%Q4 2019Q3 20235
Great Diamond Partners, LLC 550.12%0.16%0.18%Q4 2019Q4 20205
PRINCETON CAPITAL MANAGEMENT LLC 550.25%0.41%0.58%Q2 2013Q2 20145
Hexagon Capital Partners LLC 550.00%0.00%0.00%Q2 2021Q2 20225
CIBC Private Wealth Group, LLC 320.00%0.00%0.00%Q4 2017Q2 20225
Atlas Private Wealth Management, LLC 550.00%0.04%0.06%Q4 2019Q4 20205
RPg Family Wealth Advisory, LLC 410.00%0.00%0.01%Q4 2020Q1 20225
IMC-Chicago, LLC 410.00%0.01%0.01%Q4 2019Q3 20225
Fusion Investment Group, LLC 410.01%0.18%0.27%Q4 2013Q2 20155
Sand Hill Global Advisors, LLC 550.01%0.02%0.02%Q4 2020Q4 20215
WHITTIER TRUST CO 550.00%0.00%0.00%Q3 2022Q3 20235
FourThought Financial, LLC 550.01%0.01%0.01%Q3 2021Q3 20225
Global Assets Advisory, LLC 550.61%0.65%0.66%Q3 2022Q3 20235
Modera Wealth Management, LLC 550.01%0.01%0.02%Q4 2020Q4 20215
MIRABELLA FINANCIAL SERVICES LLP 310.04%0.31%0.85%Q2 2021Q3 20235
WOLFF WIESE MAGANA LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Ciovacco Capital Management LLC 210.40%1.78%5.63%Q4 2020Q3 20225
Sanford Advisory Services, LLC 550.05%0.06%0.07%Q4 2020Q4 20215
CoreCap Advisors, LLC 550.05%0.14%0.23%Q4 2021Q4 20225
Crescent Capital Consulting, LLC 551.06%1.80%2.03%Q4 2020Q4 20215
Camarda Financial Advisors, LLC 210.01%0.16%0.37%Q4 2015Q3 20215
LBMC INVESTMENT ADVISORS, LLC 550.02%0.03%0.03%Q3 2020Q3 20215
Penserra Capital Management LLC 310.00%0.12%0.31%Q1 2018Q2 20235
Zullo Investment Group, Inc. 550.04%0.05%0.07%Q4 2021Q4 20225
Veritable, L.P. 550.01%0.01%0.01%Q4 2014Q4 20155
CETERA INVESTMENT MANAGEMENT LLC 550.12%0.15%0.17%Q4 2015Q4 20165
TSFG, LLC 410.00%0.57%0.86%Q3 2019Q2 20225
KRAEMATON INVESTMENT ADVISORS, INC 550.80%1.35%1.94%Q4 2021Q4 20225
Versant Capital Management, Inc 550.00%0.00%0.01%Q4 2022Q4 20235
HWG Holdings LP 550.00%0.00%0.01%Q1 2018Q1 20195
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
Ignite Planners, LLC 410.13%0.21%0.37%Q2 2022Q3 20235
Prime Capital Investment Advisors, LLC 320.00%0.00%0.01%Q1 2019Q1 20215
TrinityPoint Wealth, LLC 320.06%0.38%1.44%Q1 2020Q1 20225
NIEMANN CAPITAL MANAGEMENT INC 328.44%13.52%19.93%Q3 2015Q3 20185
TIAA, FSB 550.00%0.00%0.00%Q2 2022Q2 20235
RDA Financial Network 550.09%0.10%0.11%Q3 2020Q3 20215
CUMBERLAND ADVISORS INC 411.82%3.50%4.27%Q3 2013Q2 20165
FundX Investment Group, LLC 320.43%2.08%4.08%Q1 2018Q2 20195
NORTHWEST WEALTH MANAGEMENT, LLC 550.03%0.04%0.04%Q1 2018Q1 20195
FFT WEALTH MANAGEMENT LLC 550.30%0.35%0.46%Q3 2022Q3 20235
Grant/GrossMendelsohn, LLC 556.20%7.20%8.19%Q4 2020Q4 20215
Sterling Investment Advisors, Ltd. 550.01%0.01%0.01%Q2 2019Q2 20205
PRUDENTIAL PLC 210.01%0.04%0.08%Q2 2021Q3 20235
DIVIDEND ASSETS CAPITAL, LLC 410.01%0.01%0.02%Q2 2022Q3 20235
Argentus Capital Management, LLC 550.01%0.05%0.09%Q3 2015Q3 20165
ROPES WEALTH ADVISORS LLC 310.00%0.00%0.01%Q2 2019Q4 20205
SOUTH GEORGIA CAPITAL, LLC 320.08%0.17%0.30%Q4 2013Q3 20155
Financial Advisory Group 550.05%0.06%0.06%Q4 2020Q4 20215
Investors Financial Group, LLC 550.12%0.14%0.18%Q4 2020Q4 20215
Private Advisory Group LLC 210.08%0.18%0.33%Q2 2019Q3 20235
Legend Financial Advisors, Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
EXANE DERIVATIVES 410.00%0.02%0.06%Q4 2014Q1 20165
SIMON QUICK ADVISORS, LLC 410.00%0.02%0.02%Q4 2017Q4 20195
Gateway Wealth Partners, LLC 440.12%0.17%0.24%Q4 2022Q3 20234
SILVER OAK SECURITIES, INCORPORATED 310.05%0.12%0.19%Q3 2022Q3 20234
G&S Capital LLC 442.25%2.59%3.21%Q4 2017Q3 20184
MV CAPITAL MANAGEMENT, INC. 440.01%0.01%0.01%Q1 2021Q4 20214
INSIGNEO ADVISORY SERVICES, LLC 440.11%0.14%0.17%Q4 2022Q3 20234
Cypress Wealth Services, LLC 440.08%0.09%0.09%Q2 2020Q1 20214
Security National Bank 440.05%0.06%0.06%Q1 2021Q4 20214
Pallas Capital Advisors LLC 440.03%0.04%0.07%Q2 2021Q1 20224
HFG Advisors, Inc. 220.23%0.34%0.50%Q4 2021Q3 20234
AMG National Trust Bank 440.01%0.01%0.01%Q4 2020Q3 20214
Ahrens Investment Partners LLC 310.02%0.03%0.04%Q4 2021Q1 20234
Bruderman Asset Management, LLC 210.00%0.08%0.32%Q3 2015Q1 20194
AVALON CAPITAL MANAGEMENT 210.50%1.52%2.49%Q1 2015Q1 20184
B. Riley Financial, Inc. 440.10%0.17%0.31%Q3 2017Q2 20184
Cable Hill Partners, LLC 310.00%0.00%0.02%Q3 2016Q3 20174
Wealth Quarterback LLC 220.00%0.00%0.00%Q4 2019Q3 20214
MBA Advisors LLC 440.27%0.35%0.46%Q1 2021Q4 20214
Beacon Bridge Wealth Partners, LLC 440.24%0.27%0.30%Q4 2022Q3 20234
Intercontinental Wealth Advisors, LLC 310.04%0.45%0.88%Q2 2020Q2 20214
Sugarloaf Wealth Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Vigilant Capital Management, LLC 440.00%0.00%0.00%Q1 2015Q4 20154
FSB PREMIER WEALTH MANAGEMENT, INC. 310.09%0.14%0.23%Q4 2020Q4 20214
Verity Asset Management, Inc. 220.24%1.91%3.81%Q4 2013Q3 20164
SWARTHMORE GROUP INC 440.32%1.54%2.76%Q3 2015Q2 20164
GREENLEAF TRUST 440.00%0.00%0.01%Q1 2021Q4 20214
WealthTrust-Arizona, LLC 440.00%0.01%0.01%Q1 2018Q4 20184
Beaumont Financial Advisors, LLC 440.65%0.75%0.81%Q4 2022Q3 20234
OAK HARBOR WEALTH PARTNERS, LLC 220.07%0.08%0.11%Q4 2021Q3 20234
Holloway Wealth Management, LLC 440.06%0.07%0.09%Q1 2021Q4 20214
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 440.33%0.38%0.41%Q4 2019Q3 20204
Y-Intercept (Hong Kong) Ltd 210.05%0.07%0.08%Q1 2021Q2 20234
HF Advisory Group, LLC 440.33%0.35%0.36%Q4 2022Q3 20234
ClearBridge Investments 310.00%0.00%0.00%Q4 2018Q4 20194
Tradewinds Capital Management, LLC 310.00%0.00%0.00%Q2 2017Q3 20234
Gupta Wealth Management LLC 440.01%0.03%0.10%Q1 2015Q4 20154
Blue Trust, Inc. 440.00%0.00%0.00%Q2 2022Q1 20234
Thomas J. Herzfeld Advisors, Inc. 310.00%0.00%0.01%Q2 2014Q1 20164
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
MASSMUTUAL TRUST CO FSB/ADV 440.00%0.00%0.00%Q1 2020Q4 20204
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
IAMS WEALTH MANAGEMENT, LLC 440.34%0.66%0.79%Q4 2022Q3 20234
AMERICAN NATIONAL BANK 440.01%0.01%0.01%Q4 2022Q3 20234
Capital Analysts, LLC 310.00%0.00%0.01%Q1 2019Q3 20234
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.09%0.15%0.20%Q1 2020Q3 20234
Eagle Capital Management, LLC 441.14%1.42%2.21%Q4 2013Q3 20144
Virtue Capital Management, LLC 310.04%0.04%0.06%Q3 2021Q3 20234
KING LUTHER CAPITAL MANAGEMENT CORP 440.00%0.01%0.01%Q2 2021Q1 20224
KINGS POINT CAPITAL MANAGEMENT 310.00%0.01%0.01%Q3 2020Q4 20214
55I, LLC 220.01%0.22%0.55%Q3 2019Q3 20224
Operose Advisors LLC 440.01%0.01%0.02%Q4 2021Q3 20224
PEAK6 Group LLC 310.00%0.00%0.00%Q1 2014Q1 20154
Hoover Financial Advisors, Inc. 310.02%0.02%0.02%Q2 2020Q2 20214
SUMMIT CAPITAL MANAGEMENT LLC 311.90%4.18%5.99%Q4 2013Q1 20164
Brinker Capital Investments, LLC 440.13%0.16%0.20%Q2 2013Q1 20144
PagnatoKarp Partners LLC 440.06%0.06%0.07%Q1 2017Q4 20174
Visionary Asset Management, Inc. 210.06%0.13%0.23%Q3 2013Q2 20184
BALYASNY ASSET MANAGEMENT L.P. 110.00%0.03%0.06%Q3 2017Q3 20224
DAYMARK WEALTH PARTNERS, LLC 440.36%0.50%0.66%Q4 2022Q3 20234
Cranbrook Wealth Management, LLC 440.02%0.02%0.02%Q2 2020Q1 20214
LIBERTY WEALTH MANAGEMENT LLC 440.03%0.04%0.05%Q4 2020Q3 20214
Rockbridge Investment Management, LCC 440.01%0.01%0.02%Q1 2021Q4 20214
PACIFIC FINANCIAL GROUP INC 441.27%1.68%1.85%Q4 2018Q3 20194
ACIMA PRIVATE WEALTH, LLC 440.01%0.01%0.01%Q4 2020Q3 20214
Silicon Valley Capital Partners 440.01%0.01%0.01%Q4 2022Q3 20234
Choice Wealth Advisors, LLC 214.23%4.62%4.90%Q4 2020Q1 20224
Syntegra Private Wealth Group, LLC 440.04%0.04%0.05%Q4 2022Q3 20234
Stuart Chaussee & Associates, Inc. 440.03%0.17%0.22%Q2 2020Q1 20214
Cardan Capital Partners, LLC 310.10%0.67%0.88%Q1 2017Q3 20214
VisionPoint Advisory Group, LLC 440.22%0.29%0.35%Q2 2020Q1 20214
Planning Solutions Group LLC 330.70%0.78%0.83%Q4 2018Q2 20193
Mach-1 Financial Group, LLC 210.00%0.00%0.01%Q2 2022Q1 20233
SCHMIDT P J INVESTMENT MANAGEMENT INC 330.09%0.09%0.10%Q1 2014Q3 20143
Y.D. More Investments Ltd 210.00%0.01%0.02%Q4 2022Q3 20233
S.C. Financial Services, Inc. 330.44%0.48%0.52%Q4 2021Q2 20223
TOWER TRUST Co 330.17%0.20%0.22%Q3 2013Q1 20143
Executive Wealth Management, LLC 330.00%0.01%0.03%Q4 2018Q2 20193
Arkos Global Advisors 210.08%0.10%0.14%Q2 2020Q1 20213
Compagnie Lombard Odier SCmA 210.00%0.00%0.00%Q2 2018Q1 20213
COMMUNITY BANK SYSTEM, INC. 330.00%0.00%0.00%Q4 2013Q2 20143
Safeguard Investment Advisory Group, LLC 210.13%0.15%0.16%Q4 2020Q3 20213
Keel Point, LLC 330.02%0.02%0.02%Q2 2020Q4 20203
Montecito Bank & Trust 210.10%0.16%0.22%Q2 2018Q1 20193
Litman Gregory Wealth Management LLC 330.01%0.01%0.01%Q4 2018Q2 20193
TriaGen Wealth Management LLC 210.91%0.96%1.05%Q4 2020Q3 20233
Icon Wealth Partners, LLC 110.00%0.01%0.03%Q4 2017Q1 20193
SEI INVESTMENTS CO 110.00%0.00%0.00%Q2 2017Q2 20183
Ken Stern & Associates, Inc. 332.83%3.09%3.32%Q1 2018Q3 20183
City State Bank 330.04%0.04%0.04%Q1 2023Q3 20233
Rooted Wealth Advisors, Inc. 330.66%0.93%1.10%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.01%0.02%0.02%Q4 2022Q3 20233
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.01%Q2 2015Q3 20203
Acorn Wealth Advisors, LLC 330.01%0.02%0.03%Q4 2017Q2 20183
STRINGER ASSET MANAGEMENT, LLC 211.17%3.59%4.85%Q2 2018Q3 20203
JONES FINANCIAL COMPANIES LLLP 330.00%0.00%0.00%Q1 2022Q3 20223
LEVEL FOUR FINANCIAL, LLC 210.27%0.31%0.38%Q4 2020Q3 20213
Legacy Capital Wealth Partners, LLC 331.79%2.28%2.81%Q1 2022Q3 20223
Connectus Wealth, LLC 330.01%0.02%0.02%Q2 2022Q4 20223
Epic Trust Investment Advisors, LLC 330.41%0.57%0.74%Q4 2021Q2 20223
First Personal Financial Services 110.00%0.00%0.01%Q4 2015Q4 20213
Horan Capital Advisors, LLC. 110.00%0.00%0.00%Q3 2017Q3 20193
Mirae Asset Global Investments Co., Ltd. 210.01%0.01%0.01%Q4 2013Q4 20153
Legacy Financial Advisors, Inc. 210.00%0.01%0.01%Q2 2018Q1 20193
EQUITABLE TRUST CO 330.02%0.02%0.02%Q1 2023Q3 20233
J Arnold Wealth Management Co 330.01%0.01%0.01%Q1 2021Q3 20213
Anchor Investment Management, LLC 210.01%0.01%0.01%Q3 2017Q4 20213
CAPITAL FUND MANAGEMENT S.A. 220.02%0.03%0.03%Q3 2022Q4 20223
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 330.00%0.00%0.00%Q1 2018Q3 20183
Trilogy Capital Inc. 330.00%0.00%0.00%Q1 2018Q3 20183
Aurora Investment Counsel 210.10%0.19%0.24%Q3 2018Q3 20193
SANDERS MORRIS HARRIS LLC 330.13%0.57%1.25%Q1 2016Q3 20163
Hirtle Callaghan & Co LLC 210.00%0.00%0.00%Q4 2017Q1 20193
20/20 Capital Management, Inc. 330.24%0.26%0.28%Q4 2020Q2 20213
NewEdge Wealth, LLC 210.03%0.05%0.08%Q4 2020Q3 20233
Consolidated Portfolio Review Corp 330.40%0.40%0.41%Q1 2023Q3 20233
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.01%0.01%0.02%Q4 2017Q3 20183
PCA Investment Advisory Services Inc. 330.19%0.22%0.24%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Kraft, Davis & Associates, LLC 213.30%3.37%3.44%Q4 2022Q3 20233
Procyon Advisors, LLC 330.05%0.05%0.06%Q4 2019Q2 20203
Alaethes Wealth LLC 330.07%0.09%0.10%Q3 2021Q1 20223
Perennial Investment Advisors, LLC 330.09%0.09%0.09%Q1 2023Q3 20233
HCR Wealth Advisors 210.09%0.12%0.17%Q4 2016Q4 20213
Dakota Wealth Management 210.01%0.02%0.02%Q3 2022Q2 20233
OneAscent Financial Services LLC 330.14%0.17%0.22%Q1 2023Q3 20233
Pine Valley Investments Ltd Liability Co 330.12%0.13%0.14%Q1 2023Q3 20233
AFFINITY WEALTH MANAGEMENT LLC 335.16%5.31%5.43%Q2 2019Q4 20193
SCHRODER INVESTMENT MANAGEMENT GROUP 330.00%0.01%0.01%Q3 2013Q1 20143
Wealth Advisory Solutions, LLC 210.04%0.05%0.07%Q4 2020Q3 20213
Heritage Wealth Advisors 330.01%0.01%0.01%Q1 2019Q3 20193
Nilsine Partners, LLC 330.04%0.82%1.41%Q1 2023Q3 20233
Locust Wood Capital Advisers 330.02%0.16%0.46%Q4 2018Q2 20193
Truepoint, Inc. 330.01%0.02%0.02%Q1 2023Q3 20233
Frontier Wealth Management LLC 330.03%0.03%0.04%Q1 2020Q3 20203
Clearwater Capital Advisors, LLC 210.02%0.13%0.19%Q1 2018Q2 20193
BREWIN DOLPHIN LTD 330.00%0.01%0.01%Q4 2021Q2 20223
DUBUQUE BANK & TRUST CO 210.00%0.00%0.00%Q3 2015Q4 20173
VAUGHAN & Co SECURITIES, INC. 210.05%0.10%0.17%Q4 2019Q1 20223
WCG Wealth Advisors LLC 210.07%0.28%0.69%Q2 2022Q3 20233
Bouchey Financial Group Ltd 211.24%2.11%2.56%Q2 2014Q4 20183
Verdence Capital Advisors LLC 330.05%0.05%0.06%Q1 2018Q3 20183
Ellevest, Inc. 110.00%0.00%0.00%Q1 2020Q1 20233
HBK Sorce Advisory LLC 330.02%0.02%0.02%Q1 2023Q3 20233
BlueCrest Capital Management Ltd 210.01%0.04%0.10%Q2 2021Q2 20233
FIRST MANHATTAN CO. LLC. 330.00%0.00%0.00%Q3 2017Q1 20183
Cornerstone Financial Partners, LLC 330.07%0.59%1.43%Q4 2015Q2 20163
Legacy Advisors, LLC 210.00%0.01%0.02%Q4 2017Q2 20193
Crosspoint Capital Strategies, LLC 210.03%0.13%0.31%Q4 2015Q3 20183
Ergawealth Advisors, Inc. 210.19%0.25%0.33%Q4 2022Q3 20233
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Resolute Wealth Strategies, LLC 331.09%1.14%1.17%Q1 2023Q3 20233
SPINNAKER TRUST 330.02%0.02%0.02%Q2 2020Q4 20203
SPOT TRADING L.L.C. 110.00%0.00%0.01%Q3 2017Q3 20173
Advocacy Wealth Management Services, LLC 210.00%0.01%0.01%Q2 2013Q4 20163
Compass Wealth Management LLC 210.01%0.01%0.01%Q4 2022Q3 20233
GoalVest Advisory LLC 330.03%0.03%0.03%Q2 2023Q4 20233
Teamwork Financial Advisors, LLC 330.31%0.34%0.38%Q2 2020Q4 20203
Cynosure Group, LLC 220.32%0.32%0.32%Q2 2023Q3 20232
Garden State Investment Advisory Services LLC 220.36%0.71%1.06%Q2 2023Q3 20232
Private Capital Group, LLC 220.00%0.00%0.00%Q3 2018Q4 20182
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
FWL INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2022Q3 20232
Horizon Wealth Management, LLC 220.09%0.10%0.11%Q4 2021Q1 20222
TRUST CO OF OKLAHOMA 220.16%0.20%0.25%Q2 2023Q3 20232
Zions Bancorporation, N.A. 220.03%0.03%0.03%Q3 2019Q4 20192
HOLLENCREST CAPITAL MANAGEMENT 220.71%0.75%0.78%Q2 2014Q3 20142
BOOTHBAY FUND MANAGEMENT, LLC 110.03%0.07%0.10%Q4 2015Q2 20192
Sterling Manor Financial, LLC 220.20%1.66%3.12%Q2 2021Q3 20212
STIFEL NICOLAUS & CO INC \MO\ 220.05%0.08%0.10%Q2 2013Q3 20132
PRELUDE CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
Nauset Wealth Management. LLC 221.62%2.06%2.49%Q4 2021Q1 20222
Eagle Bay Advisors LLC 220.20%0.20%0.20%Q4 2021Q1 20222
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
WEALTHCARE CAPITAL MANAGEMENT LLC 220.00%0.01%0.01%Q1 2015Q2 20152
REGENTATLANTIC CAPITAL LLC 110.01%0.01%0.02%Q2 2018Q1 20222
Merriman Wealth Management, LLC 222.73%3.27%3.81%Q2 2016Q3 20162
SMITH, MOORE & CO. 220.03%0.03%0.03%Q3 2021Q4 20212
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.01%0.01%Q3 2014Q2 20152
Quantitative Advantage, LLC 222.86%2.92%2.98%Q1 2017Q2 20172
Weaver Consulting Group 220.01%0.01%0.01%Q2 2020Q3 20202
Pinnacle Private Wealth, LLC 220.10%0.12%0.14%Q4 2021Q1 20222
SPROTT INC. 220.01%0.02%0.02%Q2 2015Q3 20152
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q4 2013Q3 20182
Redhawk Wealth Advisors, Inc. 110.04%0.05%0.05%Q2 2019Q4 20212
Sonora Investment Management, LLC 220.01%0.01%0.01%Q2 2021Q3 20212
FLAGSTAR ADVISORS INC 110.01%0.01%0.02%Q3 2021Q3 20222
NOMURA ASSET MANAGEMENT CO LTD 220.00%0.00%0.00%Q2 2020Q3 20202
FormulaFolio Investments, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
THOROUGHBRED FINANCIAL SERVICES, LLC 110.37%0.37%0.38%Q4 2018Q2 20192
TOEWS CORP /ADV 228.16%8.16%8.16%Q1 2015Q2 20152
Family Asset Management, LLC 220.47%0.48%0.50%Q2 2023Q3 20232
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 220.03%0.03%0.04%Q2 2021Q3 20212
BB&T INVESTMENT SERVICES, INC. 220.01%0.01%0.01%Q3 2017Q4 20172
SHINE INVESTMENT ADVISORY SERVICES INC 220.02%0.02%0.02%Q2 2020Q3 20202
True Capital Management 220.74%0.75%0.76%Q4 2022Q1 20232
IBEX WEALTH ADVISORS 110.00%0.02%0.03%Q2 2019Q3 20212
Merit Financial Group, LLC 110.06%0.12%0.19%Q3 2019Q2 20232
ProVise Management Group, LLC 220.03%0.03%0.03%Q4 2020Q1 20212
Caprock Group, LLC 110.02%0.03%0.03%Q2 2020Q4 20202
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 220.82%1.06%1.31%Q4 2019Q1 20202
OXFORD FINANCIAL GROUP, LTD. LLC 220.02%0.03%0.04%Q3 2021Q4 20212
Pinkerton Retirement Specialists, LLC 220.00%0.00%0.00%Q2 2017Q3 20172
Financial Sense Advisors, Inc. 222.34%2.79%3.25%Q3 2015Q4 20152
Independent Portfolio Consultants, Inc. 110.03%0.03%0.03%Q2 2014Q2 20162
Quantinno Capital Management LP 220.01%0.01%0.02%Q2 2023Q3 20232
Semmax Financial Advisors Inc. 220.01%0.01%0.01%Q4 2018Q1 20192
ABLE Financial Group, LLC 220.12%0.12%0.13%Q2 2023Q3 20232
Fulcrum Equity Management 110.01%0.12%0.23%Q3 2019Q2 20202
Keystone Wealth Services, LLC 220.14%0.16%0.18%Q4 2021Q1 20222
COLONY GROUP LLC 110.00%0.01%0.02%Q4 2014Q1 20172
QUATTRO FINANCIAL ADVISORS LLC 220.04%0.06%0.08%Q4 2017Q1 20182
Simply Money Advisors 220.00%0.00%0.00%Q2 2013Q3 20132
CALDWELL SUTTER CAPITAL, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Citizens National Bank Trust Department 220.00%0.00%0.00%Q4 2021Q1 20222
Johnson Financial Group, Inc. 220.01%0.01%0.01%Q2 2020Q3 20202
Odey Asset Management Group Ltd 220.08%0.10%0.11%Q2 2013Q3 20132
Curi Wealth Management, LLC 110.00%0.01%0.02%Q4 2020Q4 20212
Quantbot Technologies LP 110.01%0.02%0.03%Q3 2019Q3 20222
GHP Investment Advisors, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Elk River Wealth Management, LLC 220.05%0.06%0.06%Q2 2021Q3 20212
TL Private Wealth 220.36%0.36%0.37%Q4 2020Q1 20212
Coppell Advisory Solutions Corp. 220.28%0.48%0.68%Q4 2022Q1 20232
FOCUS Wealth Advisors, LLC 222.24%2.24%2.25%Q4 2020Q1 20212
PROVENCE WEALTH MANAGEMENT GROUP 110.06%0.16%0.27%Q4 2021Q3 20232
Strengthening Families & Communities, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
VERUS CAPITAL PARTNERS, LLC 220.01%0.02%0.03%Q4 2019Q1 20202
Waterloo Capital, L.P. 110.10%0.12%0.15%Q1 2020Q3 20232
Jefferies Group LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Joel Isaacson & Co., LLC 110.01%0.02%0.03%Q1 2015Q2 20182
MARIPAU WEALTH MANAGEMENT LLC 220.19%0.21%0.24%Q4 2021Q1 20222
WEALTHFRONT Corp 220.00%0.00%0.00%Q1 2018Q2 20182
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
Premia Global Advisors, LLC 110.00%0.61%1.21%Q4 2017Q2 20182
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q1 2021Q1 20222
Bickling Financial Services, Inc. 220.09%0.10%0.10%Q2 2021Q3 20212
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.02%0.02%0.02%Q2 2023Q3 20232
Belvedere Trading LLC 110.00%0.10%0.20%Q4 2021Q4 20222
PICTET ASSET MANAGEMENT SA 220.00%0.00%0.00%Q3 2021Q4 20212
SUMIT CAPITAL, LLC 220.83%1.08%1.34%Q4 2013Q1 20142
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2018Q4 20212
QCM Cayman, Ltd. 220.26%0.69%1.12%Q4 2020Q1 20212
Financial Gravity Companies, Inc. 110.00%0.14%0.27%Q1 2018Q4 20182
Blackston Financial Advisory Group, LLC 220.24%0.26%0.28%Q4 2021Q1 20222
SRS Capital Advisors, Inc. 110.00%0.01%0.02%Q2 2021Q3 20232
McAdam, LLC 220.00%0.01%0.01%Q2 2018Q3 20182
Security Financial Services, INC. 220.07%0.08%0.09%Q4 2021Q1 20222
L2 Asset Management, LLC 223.26%4.90%6.53%Q3 2020Q4 20202
Objective Capital Management, LLC 220.18%0.19%0.20%Q4 2021Q1 20222
TCWP LLC 220.06%0.16%0.26%Q4 2021Q1 20222
White Knight Strategic Wealth Advisors, LLC 220.26%0.35%0.44%Q4 2022Q1 20232
Well Done, LLC 110.02%0.03%0.04%Q1 2018Q4 20182
Almanack Investment Partners, LLC. 110.00%0.02%0.03%Q2 2021Q3 20222
Quaker Wealth Management, LLC 110.68%1.61%2.54%Q4 2019Q1 20212
Beech Hill Advisors, Inc. 220.13%0.14%0.14%Q2 2014Q3 20142
Adero Partners, LLC 220.04%0.04%0.05%Q2 2021Q3 20212
PEAPACK GLADSTONE FINANCIAL CORP 220.01%0.07%0.14%Q2 2023Q3 20232
Banco Santander, S.A. 110.02%0.02%0.02%Q1 2018Q1 20202
CAMDEN NATIONAL BANK 110.04%0.05%0.06%Q3 2020Q3 20212
ALLIANCEBERNSTEIN L.P. 220.00%0.00%0.00%Q3 2014Q4 20142
WealthStone, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
TELEMUS CAPITAL, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Allred Capital Management, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Mader & Shannon Wealth Management, Inc. 113.70%3.70%3.70%Q4 2017Q4 20171
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 110.30%0.30%0.30%Q3 2018Q3 20181
Pointe Capital Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
Ground Swell Capital, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
GFS Advisors, LLC 110.03%0.03%0.03%Q1 2016Q1 20161
Squar Milner Financial Services LLC 110.02%0.02%0.02%Q2 2018Q2 20181
BEDEL FINANCIAL CONSULTING INC 110.16%0.16%0.16%Q3 2023Q3 20231
Thor Advisors, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
NEIRG Wealth Management, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Schoolcraft Capital LLC 110.36%0.36%0.36%Q1 2020Q1 20201
PATTEN & PATTEN INC/TN 110.02%0.02%0.02%Q3 2021Q3 20211
25 LLC 110.01%0.01%0.01%Q1 2023Q1 20231
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 110.00%0.00%0.00%Q3 2018Q3 20181
Columbus Hill Capital Management, L.P. 114.84%4.84%4.84%Q3 2015Q3 20151
Zions Bancorporation 110.06%0.06%0.06%Q3 2018Q3 20181
Numina Capital Management, LLC 111.62%1.62%1.62%Q4 2016Q4 20161
NEXT Financial Holdings 110.03%0.03%0.03%Q1 2019Q1 20191
SOCIETE GENERALE 110.03%0.03%0.03%Q2 2016Q2 20161
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
Salomon & Ludwin, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
AlphaCore Capital LLC 110.05%0.05%0.05%Q1 2020Q1 20201
Brookstone Capital Management 112.56%2.56%2.56%Q4 2015Q4 20151
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Tuttle Capital Management, LLC 112.11%2.11%2.11%Q1 2017Q1 20171
Ameritas Investment Partners, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Aspire Private Capital, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
INTEGRAL DERIVATIVES, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
Aevitas Wealth Management, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
CAPITAL ONE FINANCIAL CORP 110.03%0.03%0.03%Q2 2020Q2 20201
HBW ADVISORY SERVICES LLC 110.65%0.65%0.65%Q2 2020Q2 20201
Exchange Capital Management, Inc. 110.01%0.01%0.01%Q2 2016Q2 20161
CapWealth Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Edge Advisors, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Sage Capital Advisors,llc 110.28%0.28%0.28%Q4 2018Q4 20181
Manchester Capital Management LLC 110.02%0.02%0.02%Q3 2023Q3 20231
KHP Capital, LLC 110.09%0.09%0.09%Q3 2018Q3 20181
Chicago Partners Investment Group LLC 110.14%0.14%0.14%Q4 2015Q4 20151
Lee Financial Co 110.00%0.00%0.00%Q3 2023Q3 20231
Sepio Capital, LP 110.25%0.25%0.25%Q3 2023Q3 20231
AVAII WEALTH MANAGEMENT, LLC 110.23%0.23%0.23%Q4 2021Q4 20211
Clal Insurance Enterprises Holdings Ltd 110.00%0.00%0.00%Q4 2014Q4 20141
Alpine Group USVI, LLC 110.09%0.09%0.09%Q2 2017Q2 20171
Carnick & Kubik, LLC 111.00%1.00%1.00%Q4 2013Q4 20131
MOTCO 110.00%0.00%0.00%Q3 2018Q3 20181
Waldron Private Wealth LLC 110.09%0.09%0.09%Q1 2020Q1 20201
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q2 2014Q2 20141
WFA Asset Management Corp 110.00%0.00%0.00%Q1 2022Q1 20221
VESTOR CAPITAL, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
ExodusPoint Capital Management, LP 110.11%0.11%0.11%Q3 2019Q3 20191
Castleview Partners, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
WIN ADVISORS, INC 110.00%0.00%0.00%Q1 2022Q1 20221
White Lighthouse Investment Management Inc. 110.12%0.12%0.12%Q2 2018Q2 20181
Lighthouse Financial Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Delek Group, Ltd. 110.00%0.00%0.00%Q4 2017Q4 20171
Cascadia Advisory Services, LLC 110.10%0.10%0.10%Q4 2019Q4 20191
FIRST MIDWEST BANK TRUST DIVISION 110.06%0.06%0.06%Q4 2013Q4 20131
Arlington Partners LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Pinnacle Bancorp, Inc. 110.01%0.01%0.01%Q3 2020Q3 20201
KEYBANK NATIONAL ASSOCIATION/OH 110.01%0.01%0.01%Q3 2018Q3 20181
Petix & Botte Co 110.20%0.20%0.20%Q4 2021Q4 20211
Heritage Trust Co 110.00%0.00%0.00%Q1 2017Q1 20171
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Destination Wealth Management 110.01%0.01%0.01%Q1 2022Q1 20221
Annex Advisory Services, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Legacy Private Trust Co. 110.10%0.10%0.10%Q2 2013Q2 20131
Advanced Asset Management Advisors Inc 110.01%0.01%0.01%Q4 2022Q4 20221
MRA Associates USA LLC 110.25%0.25%0.25%Q3 2019Q3 20191
Kinloch Capital, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Western Pacific Wealth Management, LP 110.09%0.09%0.09%Q4 2021Q4 20211
Spectrum Financial Alliance Ltd LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Glassy Mountain Advisors, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Principle Wealth Partners LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Calamos Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
BINGHAM OSBORN & SCARBOROUGH LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Kowal Investment Group, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
SANDLER CAPITAL MANAGEMENT 111.60%1.60%1.60%Q4 2015Q4 20151
BOSTON PRIVATE BANK & TRUST CO 110.00%0.00%0.00%Q1 2014Q1 20141
Cannon Global Investment Management, LLC 110.72%0.72%0.72%Q2 2021Q2 20211
Glenview Trust Co 110.04%0.04%0.04%Q1 2022Q1 20221
EdgeRock Capital LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Asio Capital, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
WealthOne, LLC 110.10%0.10%0.10%Q2 2022Q2 20221
FIRST FINANCIAL EQUITY CORPORATION 110.08%0.08%0.08%Q1 2017Q1 20171
TRUST DEPARTMENT MB FINANCIAL BANK N A 110.03%0.03%0.03%Q4 2016Q4 20161
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.01%0.01%0.01%Q2 2020Q2 20201
THREE BAYS CAPITAL LP 113.64%3.64%3.64%Q3 2015Q3 20151
RE Dickinson Investment Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Cerity Partners LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Lansing Street Advisors 110.02%0.02%0.02%Q1 2023Q1 20231
Regal Wealth Group, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Sandy Cove Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Capstone Triton Financial Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Pekin Hardy Strauss, Inc. 110.44%0.44%0.44%Q4 2014Q4 20141
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
TAP Consulting, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Octavia Wealth Advisors, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
SouthState Corp 110.00%0.00%0.00%Q4 2022Q4 20221
Lebenthal Global Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Moser Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
QUADRANT CAPITAL GROUP LLC 110.03%0.03%0.03%Q2 2020Q2 20201
RPG Investment Advisory, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Ascent Group, LLC 110.24%0.24%0.24%Q2 2022Q2 20221
North Star Investment Management Corp. 110.01%0.01%0.01%Q1 2023Q1 20231
Thomasville National Bank 110.03%0.03%0.03%Q2 2021Q2 20211
Masso Torrence Wealth Management Inc. 110.16%0.16%0.16%Q4 2021Q4 20211
GSA CAPITAL PARTNERS LLP 110.06%0.06%0.06%Q3 2023Q3 20231
Comprehensive Financial Consultants Institutional, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
True Link Financial Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
TWIN FOCUS CAPITAL PARTNERS, LLC 110.74%0.74%0.74%Q4 2019Q4 20191
1900 WEALTH MANAGEMENT LLC 110.05%0.05%0.05%Q2 2021Q2 20211
Gerber Kawasaki Wealth & Investment Management 110.02%0.02%0.02%Q3 2021Q3 20211
SevenBridge Financial Group, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Wellington Shields & Co., LLC 110.08%0.08%0.08%Q1 2021Q1 20211
Strid Group, LLC 117.26%7.26%7.26%Q4 2015Q4 20151
Tarbox Family Office, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Sharkey, Howes & Javer 110.02%0.02%0.02%Q1 2015Q1 20151
Burt Wealth Advisors 110.00%0.00%0.00%Q1 2020Q1 20201
Winthrop Advisory Group LLC 110.16%0.16%0.16%Q3 2020Q3 20201
Anfield Capital Management, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
GIRARD PARTNERS LTD. 110.01%0.01%0.01%Q3 2018Q3 20181
Guild Investment Management, Inc. 114.02%4.02%4.02%Q4 2018Q4 20181
CONSOLIDATED CAPITAL MANAGEMENT, LLC 110.45%0.45%0.45%Q2 2022Q2 20221
Ceros Financial Services Inc. 117.79%7.79%7.79%Q1 2019Q1 20191
Knights of Columbus Asset Advisors LLC 110.08%0.08%0.08%Q3 2019Q3 20191
JEPPSON WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Stewardship Advisors, LLC 110.90%0.90%0.90%Q4 2019Q4 20191
Buck Wealth Strategies, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
PFG Private Wealth Management, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Black Swift Group, LLC 114.57%4.57%4.57%Q3 2022Q3 20221
Harbour Capital Advisors, LLC 110.02%0.02%0.02%Q1 2017Q1 20171
Watson Rebecca 110.01%0.01%0.01%Q2 2020Q2 20201
Zurich Insurance Group Ltd/FI 110.00%0.00%0.00%Q4 2018Q4 20181
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
WMS Partners, LLC 110.05%0.05%0.05%Q2 2022Q2 20221
MWA Asset Management 110.44%0.44%0.44%Q3 2023Q3 20231
Spot Trading L.L.C 110.01%0.01%0.01%Q3 2015Q3 20151
Cornerstone Advisory, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
FIL Ltd 110.00%0.00%0.00%Q4 2018Q4 20181
Blackhawk Capital Partners LLC. 110.64%0.64%0.64%Q2 2018Q2 20181
Evolution Wealth Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Align Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
JNBA Financial Advisors 110.01%0.01%0.01%Q3 2016Q3 20161
Bayesian Capital Management, LP 110.07%0.07%0.07%Q2 2019Q2 20191
First City Capital Management, Inc. 110.01%0.01%0.01%Q1 2016Q1 20161
NORTHSTAR WEALTH PARTNERS LLC 110.66%0.66%0.66%Q2 2018Q2 20181
Questar Asset Management, Inc. 110.26%0.26%0.26%Q4 2018Q4 20181
Apriem Advisors 110.10%0.10%0.10%Q3 2018Q3 20181
HEADINVEST, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Jane Street Holding, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q1 2018Q1 20181
Truadvice, LLC 110.09%0.09%0.09%Q2 2021Q2 20211
Eldridge Investment Advisors, Inc. 110.31%0.31%0.31%Q2 2020Q2 20201
Revolve Wealth Partners, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Fiera Capital Corp 110.00%0.00%0.00%Q4 2016Q4 20161
SENTINEL TRUST CO LBA 110.08%0.08%0.08%Q4 2013Q4 20131
NBC SECURITIES, INC. 110.07%0.07%0.07%Q3 2023Q3 20231
CT Financial Advisors LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Optiver Holding B.V. 110.00%0.00%0.00%Q4 2021Q4 20211
Bay Harbor Wealth Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
KCS Wealth Advisory 110.04%0.04%0.04%Q3 2019Q3 20191
Claybrook Capital, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Summit Financial Wealth Advisors, LLC 113.81%3.81%3.81%Q1 2018Q1 20181
MYCIO WEALTH PARTNERS, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Bullseye Investment Management, LLC 110.15%0.15%0.15%Q4 2021Q4 20211
qPULA Trading Management LP 110.99%0.99%0.99%Q2 2022Q2 20221
Financial Insights, Inc. 110.12%0.12%0.12%Q2 2021Q2 20211
Advisory Alpha, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
Formidable Asset Management, LLC 110.50%0.50%0.50%Q2 2019Q2 20191
Visium Asset Management, LP 110.00%0.00%0.00%Q3 2015Q3 20151
Larson Financial Group LLC 110.00%0.00%0.00%Q1 2022Q1 20221
BEAM WEALTH ADVISORS, INC. 110.25%0.25%0.25%Q4 2019Q4 20191
Roble, Belko & Company, Inc 110.01%0.01%0.01%Q2 2019Q2 20191
Capital Advisory Group Advisory Services, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.05%0.05%0.05%Q4 2022Q4 20221
CALTON & ASSOCIATES, INC. 110.02%0.02%0.02%Q4 2017Q4 20171
PATHSTONE FAMILY OFFICE, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Endurance Wealth Management, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
MBE Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Nalls Sherbakoff Group, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 111.97%1.97%1.97%Q4 2021Q4 20211
1ST SOURCE BANK 110.02%0.02%0.02%Q1 2018Q1 20181
GRIMES & COMPANY, INC. 110.07%0.07%0.07%Q2 2016Q2 20161
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Birchcreek Wealth Management, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Cypress Capital Management LLC (WY) 110.04%0.04%0.04%Q4 2017Q4 20171
Beirne Wealth Consulting Services, LLC 110.18%0.18%0.18%Q3 2019Q3 20191
Headlands Technologies LLC 110.01%0.01%0.01%Q1 2023Q1 20231
BLB&B Advisors, LLC 110.05%0.05%0.05%Q4 2014Q4 20141
Marks Wealth, LLC 114.82%4.82%4.82%Q4 2020Q4 20201
NWAM LLC 110.39%0.39%0.39%Q2 2018Q2 20181
IPG Investment Advisors LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Joseph Group Capital Management 110.03%0.03%0.03%Q4 2022Q4 20221
Savior LLC 116.59%6.59%6.59%Q2 2020Q2 20201
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q2 2020Q2 20201
Retirement Planning Co of New England, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Vestmark Advisory Solutions, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.02%0.02%0.02%Q3 2022Q3 20221
Taconic Capital Advisors LP 110.04%0.04%0.04%Q4 2022Q4 20221
Laurel Wealth Advisors, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Washington Trust Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Argent Trust Co 110.03%0.03%0.03%Q2 2018Q2 20181
QCI ASSET MANAGEMENT INC/NY 110.00%0.00%0.00%Q2 2019Q2 20191
Spectrum Management Group, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Thinkbetter Group LLC 1116.99%16.99%16.99%Q3 2021Q3 20211
Iron Horse Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
IndexIQ Advisors LLC 110.03%0.03%0.03%Q1 2019Q1 20191
MONETA GROUP INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Crabel Capital Management, LLC 110.05%0.05%0.05%Q2 2021Q2 20211
ASPIRIANT, LLC 110.03%0.03%0.03%Q1 2018Q1 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.