FIRST TR NASDAQ100 TECH INDE shareholder history

Current and past FIRST TR NASDAQ100 TECH INDE shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 3620.00%0.00%0.00%Q2 2013Q3 202377
Cutler Group LLC / CA 1810.00%0.01%0.12%Q1 2016Q3 202357
WELLS FARGO & COMPANY/MN 42420.00%0.03%0.05%Q2 2013Q3 202344
Texas Yale Capital Corp. 42420.04%0.11%0.23%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.01%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.07%0.18%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.03%0.06%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.01%0.04%0.07%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.01%Q2 2013Q3 202342
Janney Montgomery Scott LLC 41410.04%0.09%0.17%Q3 2013Q3 202341
RAYMOND JAMES & ASSOCIATES 40400.00%0.05%0.10%Q4 2013Q3 202340
CITIGROUP INC 3510.00%0.00%0.00%Q2 2013Q3 202338
STIFEL FINANCIAL CORP 2890.00%0.02%0.05%Q1 2014Q3 202337
CENTRAL TRUST Co 36360.00%0.00%0.00%Q4 2014Q3 202336
UBS Group AG 36360.01%0.02%0.03%Q4 2014Q3 202336
PNC FINANCIAL SERVICES GROUP, INC. 3510.00%0.00%0.00%Q2 2014Q3 202336
Tower Research Capital LLC (TRC) 2610.00%0.05%0.32%Q2 2013Q3 202335
Raymond James Financial Services Advisors, Inc. 3410.01%0.12%0.28%Q2 2013Q3 202335
JPMORGAN CHASE & CO 2960.00%0.00%0.00%Q2 2013Q3 202335
First Heartland Consultants, Inc. 2810.03%0.40%1.64%Q2 2013Q3 202334
BENJAMIN F. EDWARDS & COMPANY, INC. 2850.00%0.50%1.13%Q2 2014Q3 202333
Private Advisor Group, LLC 2940.00%0.04%0.08%Q1 2015Q3 202333
JANE STREET GROUP, LLC 710.00%0.01%0.04%Q4 2014Q3 202331
Geneos Wealth Management Inc. 31310.00%0.01%0.02%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.03%0.13%Q4 2015Q3 202331
OPTIMUM INVESTMENT ADVISORS 2920.04%0.27%0.60%Q4 2014Q3 202231
Creative Planning 2410.00%0.00%0.00%Q1 2015Q3 202330
GOLDMAN SACHS GROUP INC 1210.00%0.00%0.01%Q4 2014Q3 202330
Cambridge Investment Research Advisors, Inc. 29290.03%0.05%0.07%Q3 2016Q3 202329
Argent Trust Co 2810.02%0.04%0.15%Q4 2014Q3 202329
Winslow, Evans & Crocker, Inc. 29290.01%0.02%0.06%Q4 2013Q4 202029
Baird Financial Group, Inc. 28280.01%0.04%0.07%Q4 2016Q3 202328
Royal Fund Management, LLC 28280.00%1.24%2.61%Q4 2016Q3 202328
BANK HAPOALIM BM 28280.05%0.35%0.91%Q4 2016Q3 202328
WEDBUSH SECURITIES INC 28280.03%0.06%0.15%Q4 2016Q3 202328
O'Dell Group, LLC 28280.19%4.40%7.23%Q4 2016Q3 202328
Prospera Financial Services Inc 28280.01%0.09%0.30%Q4 2016Q3 202328
ATWOOD & PALMER INC 28280.01%0.23%0.34%Q4 2016Q3 202328
UNITED CAPITAL FINANCIAL ADVISORS, LLC 28280.01%0.02%0.12%Q4 2016Q3 202328
Transamerica Financial Advisors, Inc. 28280.00%0.89%1.98%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.01%0.24%0.45%Q4 2016Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.00%0.02%0.07%Q4 2016Q3 202328
NewEdge Advisors, LLC 28280.00%0.45%1.12%Q4 2016Q3 202328
Cetera Advisor Networks LLC 2710.01%0.03%0.05%Q4 2014Q3 202328
MML INVESTORS SERVICES, LLC 27270.01%0.27%0.90%Q1 2017Q3 202327
Stratos Wealth Partners, LTD. 27270.01%0.04%0.08%Q1 2017Q3 202327
NewSquare Capital LLC 2340.00%2.70%4.51%Q4 2016Q3 202327
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 27270.00%0.00%0.01%Q1 2017Q3 202327
D.A. DAVIDSON & CO. 1980.02%0.05%0.07%Q4 2016Q3 202327
CWM, LLC 1980.00%0.18%0.51%Q4 2016Q3 202327
HighTower Advisors, LLC 2420.00%0.01%0.02%Q1 2017Q3 202326
Patriot Financial Group Insurance Agency, LLC 2150.00%0.04%0.10%Q1 2017Q3 202326
Jacobi Capital Management LLC 26260.09%0.15%0.19%Q2 2017Q3 202326
Cetera Investment Advisers 26260.01%0.08%0.25%Q2 2017Q3 202326
Sigma Planning Corp 2310.01%0.10%0.53%Q4 2014Q3 202326
SIGNATUREFD, LLC 2330.00%0.01%0.01%Q1 2016Q3 202326
ENVESTNET ASSET MANAGEMENT INC 2010.00%0.01%0.05%Q3 2013Q3 202326
Brookstone Capital Management 1430.01%0.23%1.37%Q4 2016Q3 202325
B. Riley Wealth Advisors, Inc. 2310.00%0.06%0.12%Q2 2014Q3 202325
Regal Investment Advisors LLC 1310.10%0.19%0.31%Q4 2016Q3 202325
Milestone Advisory Partners 24240.30%0.44%0.61%Q4 2017Q3 202324
Cetera Advisors LLC 1630.01%0.03%0.07%Q1 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.07%0.19%Q4 2017Q3 202324
Belpointe Asset Management LLC 2220.03%0.08%0.16%Q3 2017Q3 202324
Centerpoint Advisors, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
Santori & Peters, Inc. 24240.30%0.81%1.16%Q4 2017Q3 202324
BALDWIN BROTHERS LLC/MA 24240.00%0.01%0.01%Q1 2018Q4 202324
DAVENPORT & Co LLC 1590.00%0.02%0.04%Q2 2017Q3 202324
Steward Partners Investment Advisory, LLC 1860.00%0.01%0.02%Q2 2017Q3 202324
NAVELLIER & ASSOCIATES INC 810.06%1.64%4.42%Q2 2014Q2 202324
Kovack Advisors, Inc. 2310.04%0.11%0.20%Q4 2016Q3 202324
Financial Partners Group, Inc 24240.24%0.70%1.92%Q4 2017Q3 202324
FIFTH THIRD BANCORP 2310.00%0.00%0.00%Q4 2016Q3 202324
Focused Wealth Management, Inc 23230.01%0.49%1.66%Q1 2018Q3 202323
LADENBURG THALMANN FINANCIAL SERVICES INC. 23230.00%0.03%0.09%Q2 2014Q4 201923
SPC Financial, Inc. 2120.14%0.41%0.61%Q4 2016Q3 202323
MinichMacGregor Wealth Management, LLC 810.00%2.11%4.64%Q4 2016Q3 202323
OneDigital Investment Advisors LLC 23230.00%0.34%0.80%Q1 2018Q3 202323
1832 Asset Management L.P. 23230.00%0.00%0.00%Q1 2018Q3 202323
Ayalon Insurance Comp Ltd. 1930.18%1.13%2.22%Q1 2018Q3 202322
MEITAV INVESTMENT HOUSE LTD 1530.02%0.97%1.96%Q4 2017Q3 202322
FIRST TRUST ADVISORS LP 2110.63%1.07%1.70%Q4 2016Q3 202322
Financial Advocates Investment Management 940.02%0.12%0.25%Q4 2017Q3 202322
Global Retirement Partners, LLC 1470.01%0.15%0.36%Q2 2018Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.03%0.07%0.14%Q3 2018Q3 202321
Citadel Advisors 410.00%0.00%0.00%Q1 2014Q4 202221
NEXT Financial Group, Inc 1110.00%0.11%0.29%Q2 2014Q4 202121
SUNTRUST BANKS INC 1920.00%0.03%0.07%Q1 2014Q3 201921
Kingsview Wealth Management, LLC 1560.03%0.12%0.20%Q2 2018Q3 202321
CAPTRUST FINANCIAL ADVISORS 1010.00%0.00%0.00%Q3 2017Q3 202321
Advisory Services Network, LLC 1710.00%0.27%0.38%Q1 2016Q3 202321
RVW Wealth, LLC 20201.65%3.10%3.81%Q1 2019Q4 202320
J.P. Morgan Private Wealth Advisors LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
American Portfolios Advisors 20200.01%0.01%0.02%Q4 2017Q3 202220
Concentrum Wealth Management 20200.40%2.71%4.63%Q4 2018Q3 202320
TFG Advisers LLC 20200.41%0.56%0.70%Q4 2018Q3 202320
AlphaMark Advisors, LLC 20200.00%0.07%0.18%Q4 2018Q3 202320
First Allied Advisory Services, Inc. 1120.01%0.02%0.03%Q4 2013Q3 202020
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 20200.71%1.62%2.52%Q3 2017Q2 202220
Endurance Wealth Management, Inc. 20200.01%0.01%0.02%Q3 2018Q2 202320
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1730.06%0.15%0.45%Q3 2017Q3 202220
EP Wealth Advisors, LLC 1910.00%0.11%0.42%Q2 2017Q2 202320
AdvisorNet Financial, Inc 20200.01%0.01%0.01%Q4 2017Q3 202220
Portfolio Strategies, Inc. 20200.94%1.48%2.20%Q4 2017Q3 202220
Bogart Wealth, LLC 20200.00%0.01%0.03%Q4 2018Q3 202320
HL FINANCIAL SERVICES LLC 20200.01%0.09%0.20%Q2 2014Q1 201920
US BANCORP \DE\ 1730.00%0.00%0.01%Q2 2018Q3 202320
COMERICA SECURITIES INC 1720.05%0.11%0.26%Q4 2013Q4 201819
Parallel Advisors, LLC 19190.02%0.07%0.38%Q1 2019Q3 202319
Quad-Cities Investment Group, LLC 19190.23%0.57%0.93%Q1 2018Q3 202219
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Archer Investment Corp 1630.00%0.00%0.01%Q4 2018Q3 202319
CULLEN/FROST BANKERS, INC. 19190.00%0.00%0.01%Q1 2019Q3 202319
Wealthcare Advisory Partners LLC 1010.00%0.03%0.05%Q4 2017Q3 202319
COMERICA SECURITIES,INC. 19190.02%0.03%0.05%Q1 2019Q3 202319
BANK OF MONTREAL /CAN/ 1410.00%0.00%0.00%Q1 2015Q3 202219
StoneX Group Inc. 19190.11%0.34%0.51%Q2 2017Q4 202119
WELCH & FORBES LLC 19190.01%0.01%0.01%Q1 2019Q3 202319
Cornerstone Wealth Management, LLC 1010.03%0.05%0.09%Q2 2018Q3 202318
Cedar Brook Financial Partners, LLC 18180.12%0.22%0.29%Q2 2019Q3 202318
Voya Financial Advisors, Inc. 18180.02%0.04%0.07%Q4 2016Q1 202118
SALEM INVESTMENT COUNSELORS INC 18180.00%0.00%0.00%Q2 2019Q3 202318
Columbia Asset Management 1260.05%0.12%0.18%Q1 2019Q3 202318
BB&T SECURITIES, LLC 1320.00%0.05%0.16%Q4 2014Q3 201918
Commonwealth Equity Services, Inc 18180.00%0.01%0.02%Q2 2013Q3 201718
SFMG, LLC 18180.28%0.37%0.45%Q2 2019Q3 202318
FOUNDERS FINANCIAL SECURITIES LLC 18180.08%0.21%0.48%Q4 2016Q1 202118
MGO ONE SEVEN LLC 1410.03%0.32%0.49%Q4 2017Q2 202317
TRUSTCORE FINANCIAL SERVICES, LLC 1120.00%0.01%0.01%Q2 2018Q4 202217
IFG Advisory, LLC 17170.06%0.33%0.74%Q3 2019Q3 202317
WFG Advisors, LP 17170.00%0.01%0.06%Q2 2013Q2 201717
Rockefeller Capital Management L.P. 1610.00%0.01%0.03%Q2 2019Q3 202317
THOMPSON SIEGEL & WALMSLEY LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
Gladstone Institutional Advisory LLC 17170.02%0.40%1.20%Q4 2018Q4 202217
RKL Wealth Management LLC 17170.08%0.11%0.16%Q1 2017Q1 202117
DFPG INVESTMENTS, LLC 1410.03%0.20%0.37%Q1 2019Q3 202317
COMMERCE BANK 1130.00%0.00%0.00%Q2 2018Q3 202317
Castle Rock Wealth Management, LLC 17170.16%0.38%0.76%Q3 2019Q3 202317
BDO Wealth Advisors, LLC 17170.00%0.00%0.01%Q2 2019Q2 202317
Horizon Investments, LLC 1310.01%0.03%0.05%Q4 2016Q1 202116
CREDIT SUISSE AG/ 1240.00%0.00%0.00%Q1 2013Q4 202016
Claro Advisors LLC 16160.11%0.23%0.39%Q4 2018Q3 202216
TRUST CO OF VERMONT 1010.00%0.00%0.00%Q1 2019Q2 202316
Capital Wealth Alliance, LLC 16160.31%0.71%1.19%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.22%0.49%1.08%Q4 2019Q3 202316
Total Clarity Wealth Management, Inc. 16160.23%0.34%0.62%Q4 2019Q3 202316
Stonebridge Financial Planning Group, LLC 16160.38%0.87%1.19%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.02%0.03%0.04%Q4 2019Q3 202316
Private Advisory Group LLC 840.10%0.43%1.06%Q4 2016Q4 202116
HBW ADVISORY SERVICES LLC 16160.44%0.79%1.17%Q4 2019Q3 202316
LifePlan Financial Group, Inc 16160.32%0.41%1.16%Q4 2016Q3 202016
TRUIST FINANCIAL CORP 16160.02%0.04%0.05%Q4 2019Q3 202316
Larson Financial Group LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Darwin Wealth Management, LLC 1140.05%0.21%0.43%Q4 2017Q3 202115
Snowden Capital Advisors LLC 820.02%0.05%0.09%Q3 2019Q3 202315
NORTHERN TRUST CORP 15150.00%0.00%0.00%Q1 2020Q3 202315
J.W. COLE ADVISORS, INC. 1410.02%0.13%0.37%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.09%0.14%Q1 2020Q3 202315
BOKF, NA 920.00%0.01%0.01%Q3 2019Q3 202315
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1230.07%0.10%0.19%Q2 2019Q3 202315
Stonehage Fleming Financial Services Holdings Ltd 15150.00%0.00%0.00%Q2 2017Q4 202015
Virtue Capital Management, LLC 830.04%0.24%0.76%Q4 2017Q3 202315
Sowell Financial Services LLC 870.00%0.16%0.58%Q3 2019Q3 202315
Advisor Group, Inc. 15150.02%0.07%0.11%Q2 2016Q4 201915
MSI Financial Services Inc 1310.00%0.11%0.83%Q2 2013Q4 201614
MILLENNIUM MANAGEMENT LLC 610.00%0.00%0.01%Q4 2017Q2 202314
AE Wealth Management LLC 1310.01%0.02%0.03%Q4 2019Q3 202314
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 14140.04%0.09%0.16%Q2 2020Q3 202314
Asset Dedication, LLC 950.05%0.12%0.19%Q1 2020Q3 202314
FLOW TRADERS U.S. LLC 710.00%0.09%0.37%Q3 2016Q3 202314
BLAIR WILLIAM & CO/IL 14140.00%0.00%0.00%Q2 2020Q3 202314
PACIFIC SUN FINANCIAL CORP 610.25%0.48%0.59%Q2 2018Q2 202314
Ausdal Financial Partners, Inc. 1310.07%0.36%0.53%Q3 2018Q3 202314
Peterson Wealth Advisors, LLC 14140.14%0.20%0.26%Q2 2020Q3 202314
Claraphi Advisory Network, LLC 14140.17%0.53%0.81%Q4 2017Q1 202114
HM PAYSON & CO 14140.00%0.00%0.01%Q2 2020Q3 202314
Pinnacle Family Advisors, LLC 820.15%0.35%0.76%Q1 2019Q3 202314
Migdal Insurance & Financial Holdings Ltd. 1220.00%0.02%0.12%Q3 2017Q1 202214
WINTRUST INVESTMENTS LLC 710.02%0.05%0.08%Q3 2018Q2 202214
RFG Advisory, LLC 1220.02%0.37%0.70%Q3 2019Q3 202314
Beaton Management Co. Inc. 14140.16%0.19%0.24%Q2 2020Q3 202314
Psagot Value Holdings Ltd. 14140.55%0.97%1.40%Q4 2017Q1 202114
Chicago Partners Investment Group LLC 13130.02%0.03%0.03%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.06%0.13%0.21%Q3 2020Q3 202313
Old Port Advisors 1210.10%0.15%0.19%Q2 2020Q3 202313
DEUTSCHE BANK AG\ 610.00%0.00%0.00%Q3 2013Q1 202013
Investors Capital Advisory Services 13130.12%0.21%0.26%Q2 2013Q2 201613
Financial Architects, Inc 850.01%0.01%0.02%Q1 2016Q2 202013
WHITTIER TRUST CO OF NEVADA INC 13130.01%0.01%0.01%Q1 2018Q1 202113
Gradient Investments LLC 610.00%0.00%0.03%Q2 2013Q3 202313
Mariner, LLC 850.00%0.01%0.02%Q2 2018Q3 202313
PFG Advisors 850.04%0.05%0.07%Q1 2020Q3 202313
TFC Financial Management, Inc. 13130.00%0.00%0.00%Q3 2020Q3 202313
Covington Capital Management 1030.00%0.00%0.01%Q3 2017Q4 202113
Realta Investment Advisors 13130.08%0.15%0.20%Q1 2019Q1 202213
Bank of New York Mellon Corp 1010.00%0.00%0.00%Q4 2019Q3 202313
AVANTAX ADVISORY SERVICES, INC. 12120.03%0.06%0.12%Q4 2020Q3 202312
Thrive Capital Management, LLC 12120.62%1.44%2.11%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
McKinley Carter Wealth Services, Inc. 12120.05%0.08%0.12%Q4 2020Q3 202312
Mezzasalma Advisors, LLC 12120.18%0.24%0.28%Q4 2020Q3 202312
SVB WEALTH LLC 810.00%0.00%0.01%Q4 2019Q3 202312
Advisors Preferred, LLC 530.00%0.03%0.08%Q4 2013Q1 202012
Diversified, LLC 12120.31%0.58%0.99%Q4 2020Q3 202312
ATTICUS WEALTH MANAGEMENT, LLC 12120.02%0.02%0.03%Q4 2019Q3 202212
Abundance Wealth Counselors 1110.06%0.10%0.14%Q4 2018Q4 202112
CreativeOne Wealth, LLC 530.02%0.22%0.82%Q2 2019Q3 202312
Harel Insurance Investments & Financial Services Ltd. 750.00%0.01%0.02%Q2 2017Q4 202212
Kesler, Norman & Wride, LLC 12120.15%0.23%0.31%Q4 2020Q3 202312
KESTRA PRIVATE WEALTH SERVICES, LLC 12120.03%0.13%0.24%Q4 2020Q3 202312
Gateway Advisory, LLC 12120.73%1.62%2.51%Q1 2017Q4 201912
Independent Advisor Alliance 1010.07%0.10%0.17%Q1 2017Q3 202212
Allworth Financial LP 1110.00%0.00%0.00%Q3 2019Q1 202312
NORTHWEST INVESTMENT COUNSELORS, LLC 810.01%0.02%0.04%Q3 2017Q3 202312
WEALTHSOURCE PARTNERS, LLC 930.13%0.30%0.47%Q1 2017Q1 202012
Fulcrum Equity Management 420.73%5.01%15.21%Q1 2019Q2 202312
MTM Investment Management, LLC 12120.88%1.25%1.53%Q4 2020Q3 202312
Capital Directions Investment Advisors, LLC 1020.00%0.00%0.00%Q4 2014Q1 201812
Southland Equity Partners LLC 12122.52%3.66%4.76%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.23%0.39%0.56%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Destiny Wealth Partners, LLC 12120.04%0.06%0.08%Q4 2020Q3 202312
FWL INVESTMENT MANAGEMENT, LLC 12120.72%2.58%6.40%Q4 2020Q3 202312
Ten Capital Wealth Advisors, LLC 12120.06%0.16%0.25%Q3 2020Q2 202312
Virtu Financial LLC 410.02%0.10%0.26%Q3 2017Q2 202111
Wealth Enhancement & Preservation of GA, LLC 11115.42%6.57%8.78%Q4 2019Q2 202211
Dorsey Wright & Associates 11110.26%0.41%0.59%Q1 2017Q3 201911
Integrated Wealth Concepts LLC 740.01%0.03%0.10%Q4 2020Q3 202311
SG Americas Securities, LLC 410.00%0.00%0.01%Q2 2014Q1 202211
Rollins Financial 830.30%0.52%0.75%Q4 2020Q3 202311
CT Financial Advisors LLC 1010.03%0.04%0.06%Q1 2014Q1 201711
WHITTIER TRUST CO 11110.00%0.00%0.00%Q1 2021Q3 202311
Secure Asset Management, LLC 11110.13%2.09%3.41%Q4 2019Q2 202211
Spire Wealth Management 11110.00%0.01%0.02%Q1 2021Q3 202311
Addison Advisors LLC 1010.01%0.01%0.02%Q4 2020Q3 202311
Avior Wealth Management, LLC 11110.03%0.22%0.66%Q1 2021Q3 202311
BlackRock Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
Accel Wealth Management 830.27%0.61%1.05%Q4 2020Q3 202311
Cardan Capital Partners, LLC 11110.24%0.37%0.46%Q1 2019Q3 202111
Delos Wealth Advisors, LLC 10101.43%1.86%2.46%Q2 2021Q3 202310
Clear Perspectives Financial Planning, LLC 10100.00%0.14%0.23%Q4 2020Q1 202310
QCI ASSET MANAGEMENT INC/NY 10100.01%0.01%0.01%Q4 2017Q1 202010
STEPHENS INC /AR/ 810.01%0.08%0.12%Q4 2016Q1 202310
STRINGER ASSET MANAGEMENT, LLC 420.40%2.94%4.55%Q1 2014Q1 202210
Stratos Wealth Advisors, LLC 10100.02%0.18%0.56%Q2 2020Q3 202210
MANUFACTURERS LIFE INSURANCE COMPANY, THE 730.00%0.00%0.00%Q2 2015Q2 201810
LVZ, Inc. 10100.06%0.07%0.12%Q3 2017Q4 201910
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
NORTHWEST WEALTH MANAGEMENT, LLC 820.19%0.28%0.34%Q1 2017Q3 201910
HARBOUR INVESTMENTS, INC. 640.13%0.19%0.35%Q1 2021Q3 202310
WOLVERINE TRADING, LLC 510.00%0.00%0.00%Q3 2017Q1 202210
Avondale Wealth Management 990.04%0.06%0.08%Q3 2021Q3 20239
PALISADE CAPITAL MANAGEMENT, LP 810.01%0.03%0.10%Q2 2017Q1 20209
TUCKER ASSET MANAGEMENT LLC 610.00%0.00%0.00%Q4 2020Q3 20239
Intercontinental Wealth Advisors, LLC 990.05%0.92%2.40%Q4 2018Q4 20209
Squar Milner Financial Services LLC 720.01%0.38%0.72%Q4 2017Q1 20209
Moisand Fitzgerald Tamayo, LLC 630.00%0.00%0.00%Q3 2020Q4 20229
B&D White Capital Company, LLC 990.17%0.31%0.40%Q3 2021Q3 20239
First Command Bank 990.01%0.01%0.01%Q3 2017Q3 20199
HUNTINGTON NATIONAL BANK 810.00%0.00%0.00%Q3 2020Q3 20239
MONETARY MANAGEMENT GROUP INC 990.01%0.01%0.01%Q3 2021Q3 20239
SIMPLEX TRADING, LLC 410.00%0.00%0.00%Q3 2015Q3 20239
Ranch Capital Advisors Inc. 990.07%0.13%0.36%Q3 2019Q3 20219
CIBC WORLD MARKET INC. 610.00%0.00%0.00%Q1 2018Q2 20219
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 991.28%2.45%4.72%Q3 2021Q3 20239
WealthTrust Fairport, LLC 990.06%0.08%0.10%Q1 2017Q1 20199
Koshinski Asset Management, Inc. 330.01%0.04%0.11%Q3 2018Q1 20229
First Command Financial Services, Inc. 990.00%0.01%0.01%Q3 2017Q3 20199
TOTAL INVESTMENT MANAGEMENT INC 716.46%10.07%14.27%Q1 2020Q1 20228
Qube Research & Technologies Ltd 310.00%0.03%0.09%Q4 2019Q4 20228
AMJ Financial Wealth Management 880.08%0.13%0.15%Q2 2020Q1 20228
KINGS POINT CAPITAL MANAGEMENT 530.01%0.01%0.01%Q4 2018Q1 20218
Financial Management Professionals, Inc. 880.96%1.12%1.31%Q3 2016Q2 20188
HFG Advisors, Inc. 880.42%0.75%1.65%Q4 2021Q3 20238
SECURITY NATIONAL TRUST CO 880.01%0.01%0.01%Q4 2019Q3 20218
BENJAMIN EDWARDS INC 710.01%0.05%0.07%Q3 2020Q3 20238
Fingerlakes Wealth Management, Inc. 880.57%0.62%0.68%Q4 2021Q3 20238
Paragon Private Wealth Management, LLC 880.20%1.03%4.64%Q4 2021Q3 20238
Atlas Private Wealth Advisors 530.00%0.03%0.10%Q3 2020Q3 20238
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 880.00%0.00%0.00%Q2 2020Q1 20228
Quantitative Advantage, LLC 880.06%0.07%0.09%Q2 2021Q1 20238
PURSUE WEALTH PARTNERS LLC 880.45%0.59%0.74%Q4 2021Q3 20238
Leelyn Smith, LLC 880.00%0.06%0.13%Q4 2019Q3 20218
Renaissance Technologies 210.00%0.00%0.00%Q3 2018Q2 20238
Barber Financial Group, Inc. 880.15%3.04%5.58%Q2 2018Q1 20208
Newbridge Financial Services Group, Inc. 880.03%0.04%0.05%Q4 2021Q3 20238
Apeiron RIA LLC 880.04%0.50%0.90%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 620.01%0.01%0.01%Q4 2020Q3 20238
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 880.04%0.06%0.08%Q3 2020Q2 20228
Keystone Wealth Services, LLC 880.12%0.16%0.22%Q4 2021Q3 20238
Epic Trust Investment Advisors, LLC 880.80%1.31%2.36%Q4 2021Q3 20238
CHURCHILL MANAGEMENT Corp 610.14%0.38%0.74%Q1 2019Q4 20218
RAYMOND JAMES TRUST N.A. 420.01%0.01%0.01%Q1 2021Q3 20238
Lloyd Advisory Services, LLC. 710.00%0.00%0.00%Q4 2019Q1 20228
OAK HARBOR WEALTH PARTNERS, LLC 880.10%0.14%0.24%Q4 2021Q3 20238
PCG Wealth Advisors, LLC 880.98%1.22%1.67%Q4 2021Q3 20238
Apollon Wealth Management, LLC 880.02%0.02%0.04%Q4 2021Q3 20238
WMG Financial Advisors, LLC 880.21%0.52%0.95%Q4 2021Q3 20238
OPPENHEIMER ASSET MANAGEMENT INC. 610.00%0.01%0.01%Q1 2019Q4 20218
Global Financial Private Capital, Inc 770.04%0.08%0.16%Q3 2017Q1 20197
Cutter & CO Brokerage, Inc. 770.15%0.18%0.23%Q1 2018Q3 20197
Tyler-Stone Wealth Management 520.15%0.16%0.18%Q4 2021Q3 20237
AlphaStar Capital Management, LLC 770.08%0.23%0.42%Q2 2018Q4 20197
Atria Wealth Solutions, Inc. 770.03%0.04%0.05%Q1 2022Q3 20237
COMERICA BANK 610.00%0.00%0.00%Q1 2021Q3 20237
Cerity Partners LLC 770.00%0.00%0.01%Q4 2021Q2 20237
Fusion Capital, LLC 770.11%0.16%0.18%Q3 2020Q1 20227
BAIRD ROBERT W & CO INC /WI/ 770.01%0.01%0.02%Q2 2013Q4 20147
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 772.00%2.16%2.52%Q1 2022Q3 20237
HRT FINANCIAL LP 410.03%0.10%0.22%Q3 2015Q4 20227
Blackston Financial Advisory Group, LLC 770.58%0.72%0.92%Q4 2021Q2 20237
Atria Investments, Inc 310.02%0.03%0.04%Q1 2017Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.02%0.05%Q2 2013Q4 20147
AVIANCE CAPITAL MANAGEMENT, LLC 610.00%0.13%0.48%Q2 2017Q1 20197
Raleigh Capital Management Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Sound Income Strategies, LLC 610.00%0.00%0.00%Q2 2021Q3 20237
Canal Capital Management, LLC 770.25%0.73%1.11%Q1 2018Q3 20197
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 771.92%2.16%2.43%Q1 2022Q3 20237
Octavia Wealth Advisors, LLC 610.05%0.07%0.11%Q4 2020Q1 20237
CENTAURUS FINANCIAL, INC. 310.00%0.02%0.02%Q2 2018Q1 20236
GREAT VALLEY ADVISOR GROUP, INC. 660.17%0.18%0.19%Q2 2022Q3 20236
HWG Holdings LP 420.02%1.14%2.25%Q1 2017Q3 20186
Castleview Partners, LLC 410.00%0.34%0.56%Q1 2018Q3 20236
TruWealth Advisors, LLC 330.02%0.03%0.03%Q4 2021Q3 20236
BROWN ADVISORY INC 510.00%0.00%0.00%Q1 2020Q1 20226
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
SFI Advisors, LLC 660.29%3.15%5.22%Q4 2021Q1 20236
Genesee Capital Advisors, LLC 310.41%2.80%4.08%Q4 2018Q1 20226
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
PEDDOCK CAPITAL ADVISORS, LLC 410.01%0.01%0.01%Q2 2018Q4 20206
Valeo Financial Advisors, LLC 660.00%0.00%0.00%Q1 2018Q2 20196
Chessman Wealth Strategies RIA 514.18%6.67%9.48%Q4 2017Q2 20196
Wagner Wealth Management, LLC 420.00%0.01%0.03%Q1 2021Q3 20226
Purus Wealth Management, LLC 660.17%0.18%0.18%Q4 2020Q1 20226
TriaGen Wealth Management LLC 510.94%0.98%1.03%Q4 2020Q3 20236
Ruggie Capital Group 410.10%0.42%1.07%Q1 2017Q3 20196
MERCER GLOBAL ADVISORS INC /ADV 310.00%0.00%0.00%Q1 2022Q3 20235
Biltmore Wealth Management, LLC 553.37%5.20%6.76%Q4 2014Q4 20155
Colonial River Wealth Management, LLC 550.19%0.21%0.24%Q4 2021Q4 20225
Legend Financial Advisors, Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
Bellwether Investment Group, LLC 550.39%1.85%2.73%Q4 2016Q4 20175
Truvestments Capital LLC 410.13%0.17%0.22%Q3 2018Q4 20195
CoreCap Advisors, LLC 550.04%0.12%0.26%Q4 2021Q4 20225
Tradewinds, LLC. 320.17%0.19%0.21%Q2 2022Q3 20235
TWO SIGMA SECURITIES, LLC 210.00%0.01%0.02%Q3 2017Q1 20205
Cypress Wealth Services, LLC 550.10%0.18%0.28%Q1 2020Q1 20215
Human Investing LLC 410.00%0.01%0.05%Q4 2018Q1 20205
BROWN BROTHERS HARRIMAN & CO 550.00%0.00%0.00%Q1 2022Q1 20235
Phoenix Holdings Ltd. 550.03%0.08%0.29%Q1 2021Q1 20225
TWO SIGMA ADVISERS, LP 320.00%0.00%0.01%Q2 2022Q3 20235
&PARTNERS 550.14%0.15%0.17%Q1 2021Q1 20225
Virtu KCG Holdings LLC 210.01%0.02%0.04%Q2 2015Q2 20175
Holloway Wealth Management, LLC 550.06%0.07%0.09%Q1 2021Q1 20225
NATIONAL PLANNING CORP 410.00%0.02%0.03%Q4 2014Q3 20175
GSA CAPITAL PARTNERS LLP 320.02%0.03%0.06%Q3 2021Q3 20235
TOWNSQUARE CAPITAL LLC 410.06%0.09%0.15%Q1 2019Q2 20205
Luken Investment Analytics, LLC 410.01%0.01%0.02%Q4 2020Q3 20235
IFC Holdings Incorporated/FL 550.05%0.07%0.10%Q4 2016Q4 20175
Stone House Investment Management, LLC 550.27%0.33%0.41%Q3 2018Q3 20195
Formidable Asset Management, LLC 550.04%0.04%0.05%Q1 2021Q1 20225
Kowal Investment Group, LLC 550.89%6.29%8.64%Q3 2022Q3 20235
Laurel Wealth Advisors, Inc. 550.33%0.41%0.49%Q4 2021Q4 20225
Fieldpoint Private Securities, LLC 550.01%0.01%0.01%Q2 2021Q2 20225
MRA Advisory Group 551.51%1.84%2.26%Q4 2020Q4 20215
Meridian Wealth Management, LLC 310.10%0.10%0.11%Q1 2018Q4 20194
Continuum Advisory, LLC 440.46%0.50%0.54%Q4 2022Q3 20234
MCF Advisors LLC 440.00%0.00%0.00%Q2 2017Q1 20184
Strategic Blueprint, LLC 440.05%0.07%0.10%Q2 2021Q1 20224
SEI INVESTMENTS CO 440.00%0.00%0.00%Q3 2017Q2 20184
MONEY CONCEPTS CAPITAL CORP 440.00%0.01%0.04%Q1 2022Q4 20224
Capital Analysts, LLC 310.00%0.00%0.00%Q1 2022Q3 20234
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 441.03%1.08%1.11%Q4 2019Q3 20204
Walkner Condon Financial Advisors LLC 310.08%0.08%0.10%Q1 2021Q1 20224
Sunbelt Securities, Inc. 310.02%0.03%0.06%Q3 2020Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
SignalPoint Asset Management, LLC 440.08%0.09%0.09%Q1 2021Q4 20214
MEEDER ASSET MANAGEMENT INC 310.00%0.00%0.00%Q4 2019Q3 20224
WESPAC Advisors, LLC 311.74%1.86%2.04%Q4 2014Q4 20154
Intellectus Partners, LLC 440.01%0.01%0.01%Q4 2016Q3 20174
Stonebridge Capital Advisors LLC 440.00%0.00%0.00%Q2 2021Q1 20224
Stephens Consulting, LLC 440.09%0.14%0.21%Q4 2021Q3 20224
G&S Capital LLC 442.15%2.47%3.07%Q4 2017Q3 20184
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 440.21%0.37%0.59%Q1 2022Q4 20224
Mainsail Financial Group, LLC 443.41%3.71%4.06%Q4 2022Q3 20234
Palogic Value Management, L.P. 440.10%0.12%0.15%Q4 2022Q3 20234
MATHER GROUP, LLC. 310.01%0.01%0.01%Q3 2020Q2 20234
Penserra Capital Management LLC 210.00%0.01%0.02%Q3 2019Q2 20234
Ameritas Investment Company, LLC 310.01%0.01%0.02%Q3 2019Q1 20214
Timber Hill LLC 310.00%0.01%0.02%Q4 2014Q2 20174
CATALYST PRIVATE WEALTH, LLC 110.10%0.11%0.14%Q3 2020Q4 20234
Eudaimonia Partners, LLC 440.01%0.01%0.01%Q2 2020Q1 20214
CUE ADVISORY SERVICES, INC. 440.20%0.23%0.27%Q1 2015Q4 20154
Wealth Quarterback LLC 220.00%0.00%0.00%Q4 2019Q3 20214
ACCURATE INVESTMENT SOLUTIONS, INC. 310.01%0.77%2.33%Q2 2018Q1 20204
VisionPoint Advisory Group, LLC 442.94%3.17%3.50%Q4 2022Q3 20234
THRIVENT FINANCIAL FOR LUTHERANS 310.00%0.00%0.00%Q4 2020Q4 20214
Y.D. More Investments Ltd 440.01%0.01%0.01%Q4 2022Q3 20234
Syntegra Private Wealth Group, LLC 442.77%2.91%3.15%Q4 2022Q3 20234
Orion Portfolio Solutions, LLC 330.00%0.04%0.07%Q4 2019Q2 20203
Glassman Wealth Services 330.03%0.07%0.10%Q2 2018Q4 20183
EDMOND DE ROTHSCHILD HOLDING S.A. 330.00%0.00%0.00%Q2 2015Q4 20153
Truepoint, Inc. 330.01%0.02%0.03%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.00%0.01%0.02%Q3 2022Q3 20233
L & S Advisors Inc 330.04%0.07%0.11%Q1 2023Q3 20233
Golden State Wealth Management, LLC 210.00%0.00%0.00%Q2 2019Q1 20203
SEAVIEW INVESTMENT MANAGERS LLC 330.08%0.29%0.70%Q3 2021Q1 20223
BESSEMER GROUP INC 210.00%0.00%0.00%Q2 2018Q3 20223
PRIVATE TRUST CO NA 210.00%0.02%0.04%Q2 2022Q3 20233
BOSTON PRIVATE BANK & TRUST CO 330.00%0.00%0.00%Q3 2014Q1 20153
GPS Wealth Strategies Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Mutual Advisors, LLC 110.02%0.04%0.07%Q3 2018Q4 20203
Global Trust Asset Management, LLC 110.18%0.43%0.82%Q1 2018Q4 20193
INSIGNEO ADVISORY SERVICES, LLC 210.07%0.10%0.16%Q4 2022Q3 20233
Aptus Capital Advisors, LLC 330.04%0.06%0.10%Q2 2019Q4 20193
Black Swift Group, LLC 330.01%0.01%0.01%Q2 2017Q4 20173
Hirtle Callaghan & Co LLC 210.00%0.00%0.00%Q4 2017Q1 20193
WCG Wealth Advisors LLC 210.03%0.81%1.47%Q2 2022Q3 20233
Trexquant Investment LP 110.02%0.03%0.06%Q1 2020Q1 20223
Procyon Advisors, LLC 330.05%0.05%0.06%Q4 2019Q2 20203
Delta Financial Group, Inc. 210.15%0.17%0.18%Q4 2022Q3 20233
Pine Valley Investments Ltd Liability Co 330.08%0.09%0.10%Q1 2023Q3 20233
MARSHALL WACE, LLP 210.00%0.00%0.00%Q1 2022Q4 20223
Better Money Decisions, LLC 330.01%0.01%0.01%Q1 2021Q3 20213
Edmond de Rothschild (Europe) 330.01%0.01%0.02%Q2 2015Q4 20153
ICA Group Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Moors & Cabot, Inc. 330.01%0.01%0.02%Q2 2021Q4 20213
B. Riley Wealth Management, Inc. 210.04%0.05%0.05%Q1 2014Q1 20203
SouthState Corp 330.00%0.00%0.00%Q1 2022Q3 20223
Kingsbury Capital Investment Advisors LLC 330.61%1.68%3.65%Q1 2022Q3 20223
Liberty Capital Management, Inc. 330.00%0.00%0.00%Q2 2017Q4 20173
Simplicity Solutions, LLC 210.01%0.01%0.02%Q4 2019Q4 20203
Sargent Bickham Lagudis LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Blackhawk Capital Partners LLC. 330.03%0.06%0.08%Q4 2017Q2 20183
BARCLAYS PLC 210.00%0.00%0.00%Q1 2021Q4 20213
Key FInancial Inc 330.01%0.01%0.01%Q2 2022Q4 20223
LAKE STREET PRIVATE WEALTH, LLC 330.04%0.05%0.05%Q2 2021Q4 20213
Cyndeo Wealth Partners, LLC 330.64%0.69%0.72%Q1 2023Q3 20233
FOCUS Wealth Advisors, LLC 222.34%2.35%2.36%Q4 2020Q1 20212
Miller Investment Management, LP 222.00%2.01%2.03%Q2 2023Q3 20232
Lake Point Wealth Management 220.00%0.00%0.00%Q1 2019Q2 20192
Baltimore-Washington Financial Advisors, Inc. 110.02%0.02%0.03%Q2 2020Q3 20232
WealthBridge Capital Management, LLC 220.08%0.08%0.09%Q4 2018Q1 20192
Triumph Capital Management 220.04%0.04%0.04%Q3 2021Q4 20212
Fortis Group Advisors, LLC 110.01%0.01%0.01%Q3 2020Q3 20232
Segment Wealth Management, LLC 220.10%0.12%0.14%Q1 2017Q2 20172
Coppell Advisory Solutions LLC 110.00%0.20%0.41%Q4 2020Q2 20232
Brinker Capital Investments, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Mattern Wealth Management LLC 220.08%0.51%0.94%Q4 2021Q1 20222
ADVANTAGE INVESTMENT MANAGEMENT, LLC 220.07%0.07%0.07%Q3 2015Q4 20152
S.C. Financial Services, Inc. 220.52%0.56%0.59%Q4 2021Q1 20222
Well Done, LLC 110.02%0.02%0.02%Q1 2018Q4 20182
Piscataqua Savings Bank 220.04%0.04%0.04%Q2 2022Q3 20222
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
Nilsine Partners, LLC 220.19%0.19%0.20%Q2 2023Q3 20232
Carroll Financial Associates, Inc. 110.00%0.00%0.00%Q2 2019Q3 20212
GTS SECURITIES LLC 220.01%0.02%0.04%Q2 2023Q3 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
First Horizon Advisors, Inc. 110.00%0.01%0.01%Q2 2013Q4 20192
MONETA GROUP INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q2 2018Q2 20232
FormulaFolio Investments, LLC 110.01%0.02%0.04%Q3 2019Q4 20202
Aveo Capital Partners, LLC 110.26%0.69%1.12%Q2 2019Q4 20192
HB Wealth Management, LLC 220.00%0.00%0.01%Q4 2021Q1 20222
Callahan Advisors, LLC 220.02%0.03%0.03%Q2 2021Q3 20212
Homrich & Berg 220.01%0.01%0.01%Q2 2021Q3 20212
Summit Financial, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
NIEMANN CAPITAL MANAGEMENT INC 110.30%7.41%14.51%Q1 2017Q2 20202
Tortoise Investment Management, LLC 220.00%0.00%0.00%Q4 2012Q1 20132
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
LEVEL FOUR ADVISORY SERVICES, LLC 220.04%0.04%0.04%Q1 2023Q2 20232
USCA RIA LLC 220.19%0.19%0.19%Q2 2017Q3 20172
Pictet North America Advisors SA 220.59%1.00%1.42%Q2 2018Q3 20182
TWO SIGMA INVESTMENTS, LP 220.00%0.00%0.00%Q2 2022Q3 20222
Dynamic Technology Lab Private Ltd 110.02%0.03%0.03%Q4 2021Q2 20222
ZACKS INVESTMENT MANAGEMENT 220.00%0.00%0.01%Q2 2023Q3 20232
Strategic Wealth Partners, Ltd. 220.00%0.00%0.00%Q1 2018Q2 20182
Kapstone Financial Advisors LLC 220.19%0.19%0.20%Q2 2023Q3 20232
Intelligent Financial Strategies 220.03%0.04%0.04%Q4 2021Q1 20222
KEYBANK NATIONAL ASSOCIATION/OH 220.00%0.00%0.00%Q4 2019Q1 20202
Alpine Global Management, LLC 110.35%0.38%0.40%Q1 2017Q3 20172
VSR Financial Services, Inc. 220.11%0.15%0.19%Q3 2014Q4 20142
BANQUE PICTET & CIE SA 220.08%0.14%0.20%Q2 2018Q3 20182
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q2 2019Q3 20212
Slow Capital, Inc. 220.02%0.09%0.15%Q2 2020Q3 20202
Lebenthal Global Advisors, LLC 110.03%0.07%0.11%Q4 2020Q3 20232
Premia Global Advisors, LLC 222.74%2.81%2.88%Q2 2019Q3 20192
Northwest Capital Management Inc 220.01%0.01%0.01%Q2 2023Q3 20232
PRW Wealth Management LLC 220.05%0.05%0.05%Q4 2018Q1 20192
Capital Investment Advisory Services, LLC 110.01%0.01%0.01%Q4 2018Q2 20192
Beirne Wealth Consulting Services, LLC 220.19%0.19%0.20%Q2 2019Q3 20192
BAROMETER CAPITAL MANAGEMENT INC. 220.04%0.08%0.12%Q3 2014Q4 20142
SYNOVUS FINANCIAL CORP 110.00%0.01%0.01%Q1 2020Q3 20232
STRATEGY ASSET MANAGERS LLC 110.54%0.54%0.54%Q2 2020Q2 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
HOWE & RUSLING INC 110.00%0.00%0.00%Q3 2019Q3 20191
Hamilton Wealth, LLC 110.10%0.10%0.10%Q1 2022Q1 20221
Authentikos Wealth Advisory, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
Core Wealth Advisors, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Insight Advisors, LLC/ PA 110.17%0.17%0.17%Q2 2021Q2 20211
Edge Wealth Management LLC 110.00%0.00%0.00%Q3 2014Q3 20141
LINCOLN NATIONAL CORP 110.01%0.01%0.01%Q2 2023Q2 20231
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
ASSETMARK, INC 110.00%0.00%0.00%Q3 2023Q3 20231
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Avantax Planning Partners, Inc. 110.02%0.02%0.02%Q3 2017Q3 20171
Ahrens Investment Partners LLC 110.00%0.00%0.00%Q4 2021Q4 20211
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Redhawk Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Csenge Advisory Group 110.03%0.03%0.03%Q3 2018Q3 20181
GeoWealth Management, LLC 110.95%0.95%0.95%Q3 2019Q3 20191
FourThought Financial, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Register Financial Advisors LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Aurora Investment Counsel 110.18%0.18%0.18%Q2 2019Q2 20191
LexAurum Advisors, LLC 110.21%0.21%0.21%Q3 2018Q3 20181
Altshuler Shaham Ltd 110.00%0.00%0.00%Q2 2021Q2 20211
Pinkerton Retirement Specialists, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Highland Private Wealth Management 110.55%0.55%0.55%Q1 2018Q1 20181
MACROVIEW INVESTMENT MANAGEMENT LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
Parisi Gray Wealth Management 110.00%0.00%0.00%Q1 2018Q1 20181
Measured Wealth Private Client Group, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Merit Financial Group, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Vantage Investment Advisors, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
WealthOne, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
RE Dickinson Investment Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
PERSONAL FINANCIAL CONSULTANTS INC /ADV 112.10%2.10%2.10%Q4 2018Q4 20181
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q4 2017Q4 20171
SeaCrest Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Winthrop Partners - WNY, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
PARK AVENUE SECURITIES LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Corient Capital Partners, LLC 110.18%0.18%0.18%Q4 2018Q4 20181
Stanford Investment Group, Inc. 110.04%0.04%0.04%Q4 2016Q4 20161
Prime Capital Investment Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Pekin Hardy Strauss, Inc. 110.36%0.36%0.36%Q4 2014Q4 20141
ACG Wealth 110.02%0.02%0.02%Q2 2022Q2 20221
Blue Sky Asset Management, LLC 110.44%0.44%0.44%Q4 2019Q4 20191
Hartford Financial Management Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Rehmann Capital Advisory Group 110.00%0.00%0.00%Q1 2018Q1 20181
BANK OF NOVA SCOTIA 110.00%0.00%0.00%Q4 2021Q4 20211
Synergy Asset Management, LLC 110.98%0.98%0.98%Q2 2021Q2 20211
True Link Financial Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
First Personal Financial Services 110.01%0.01%0.01%Q1 2018Q1 20181
1900 WEALTH MANAGEMENT LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Whitnell & Co. 110.01%0.01%0.01%Q4 2017Q4 20171
BNC WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Rathbones Group PLC 110.00%0.00%0.00%Q3 2023Q3 20231
FSB PREMIER WEALTH MANAGEMENT, INC. 110.06%0.06%0.06%Q4 2021Q4 20211
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
Legacy Advisors, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Claybrook Capital, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Sterling Global Strategies LLC 110.14%0.14%0.14%Q4 2018Q4 20181
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Avidian Wealth Solutions, LLC 110.08%0.08%0.08%Q2 2019Q2 20191
Fiduciary Alliance LLC 110.00%0.00%0.00%Q2 2023Q2 20231
PACES FERRY WEALTH ADVISORS, LLC 110.08%0.08%0.08%Q3 2020Q3 20201
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Riggs Asset Managment Co. Inc. 110.09%0.09%0.09%Q4 2021Q4 20211
ClearBridge Investments 110.00%0.00%0.00%Q3 2017Q3 20171
Hilltop Holdings Inc. 110.44%0.44%0.44%Q2 2018Q2 20181
AXXCESS WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Foundations Investment Advisors, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Equitable Holdings, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
WOODWARD DIVERSIFIED CAPITAL, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Allred Capital Management, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
CAPSTONE INVESTMENT ADVISORS, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
ACIMA PRIVATE WEALTH, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Ancora Advisors LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Johanson Financial Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q2 2013Q2 20131
V Wealth Advisors LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Balentine LLC 110.00%0.00%0.00%Q2 2015Q2 20151
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Advocacy Wealth Management Services, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
JOYN Advisors, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Trinity Legacy Partners, LLC 110.11%0.11%0.11%Q2 2020Q2 20201
ORG Partners LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Onyx Bridge Wealth Group LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Main Street Research LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Camarda Financial Advisors, LLC 110.04%0.04%0.04%Q1 2019Q1 20191
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
OneAscent Financial Services LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Summit X, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q2 2021Q2 20211
DRW Securities, LLC 110.03%0.03%0.03%Q2 2013Q2 20131
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Curi Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Comprehensive Financial Consultants Institutional, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
OLD MISSION CAPITAL LLC 110.06%0.06%0.06%Q1 2022Q1 20221
BNP PARIBAS FINANCIAL MARKETS 110.01%0.01%0.01%Q3 2023Q3 20231
Ergoteles LLC 110.02%0.02%0.02%Q1 2021Q1 20211
San Luis Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Argentus Capital Management, LLC 110.02%0.02%0.02%Q3 2016Q3 20161
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Sanctuary Wealth Management, L.L.C. 113.97%3.97%3.97%Q4 2020Q4 20201
Founders Financial Alliance, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
External links

This page lists all the filers that currently own FIRST TR NASDAQ100 TECH INDE or have owned FIRST TR NASDAQ100 TECH INDE in the past.