FIRST TR VALUE LINE DIVID IN shareholder history

Current and past FIRST TR VALUE LINE DIVID IN shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
New England Private Wealth Advisors LLC 44441.96%9.68%17.54%Q4 2012Q3 202344
Cetera Advisor Networks LLC 43430.03%0.29%0.66%Q1 2013Q3 202343
LPL Financial LLC 42420.00%0.51%0.88%Q2 2013Q3 202343
WELLS FARGO & COMPANY/MN 42420.01%0.05%0.12%Q2 2013Q3 202342
MORGAN STANLEY 42420.02%0.11%0.26%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.02%0.07%0.10%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.08%0.16%0.26%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.01%0.06%0.13%Q2 2013Q3 202342
Cetera Advisors LLC 42420.06%0.36%0.92%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.03%0.06%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.01%0.02%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.10%0.39%0.77%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.00%0.12%0.25%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.01%0.09%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.04%0.07%Q2 2013Q3 202342
GREENLEAF TRUST 42420.00%0.02%0.05%Q2 2013Q3 202342
Raymond James Financial Services Advisors, Inc. 3380.01%0.38%0.99%Q2 2013Q3 202341
Rehmann Capital Advisory Group 26151.13%2.52%4.64%Q2 2013Q3 202341
OPPENHEIMER & CO INC 31100.01%0.07%0.15%Q2 2013Q3 202341
Janney Montgomery Scott LLC 29110.05%0.15%0.33%Q3 2013Q3 202340
JPMORGAN CHASE & CO 3550.00%0.00%0.02%Q2 2013Q3 202340
Private Advisor Group, LLC 40400.05%0.29%0.69%Q4 2013Q3 202340
Kovack Advisors, Inc. 40400.33%1.18%5.82%Q4 2013Q3 202340
SYNOVUS FINANCIAL CORP 23170.00%0.01%0.04%Q2 2013Q3 202340
PARK NATIONAL CORP /OH/ 39390.01%0.45%0.89%Q2 2014Q4 202339
B. Riley Wealth Advisors, Inc. 2420.02%0.17%0.34%Q2 2013Q3 202339
Creative Planning 3310.00%0.00%0.00%Q3 2013Q3 202339
FIFTH THIRD BANCORP 38380.00%0.00%0.00%Q2 2014Q3 202338
First Heartland Consultants, Inc. 19190.12%0.95%4.78%Q2 2013Q3 202338
US BANCORP \DE\ 3710.00%0.03%0.06%Q3 2013Q3 202338
THRIVENT FINANCIAL FOR LUTHERANS 25250.00%0.01%0.03%Q3 2017Q3 202337
VALLEY NATIONAL ADVISERS INC 36360.01%0.02%0.04%Q4 2014Q3 202336
UBS Group AG 36360.02%0.08%0.14%Q4 2014Q3 202336
Stratos Wealth Partners, LTD. 36360.04%0.42%1.09%Q4 2014Q3 202336
Sigma Planning Corp 36360.05%0.46%0.85%Q4 2014Q3 202336
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 36360.02%0.87%3.70%Q4 2014Q3 202336
Concorde Asset Management, LLC 36360.15%1.08%5.48%Q4 2014Q3 202336
GOLDMAN SACHS GROUP INC 2010.00%0.00%0.01%Q1 2012Q3 202335
STIFEL FINANCIAL CORP 35350.00%0.11%0.21%Q1 2015Q3 202335
Baird Financial Group, Inc. 34340.02%0.15%0.28%Q2 2015Q3 202334
Koshinski Asset Management, Inc. 1620.14%0.30%0.61%Q4 2014Q3 202334
Freedom Investment Management, Inc. 33330.00%0.04%0.13%Q3 2015Q3 202333
Cetera Investment Advisers 32320.16%1.00%2.29%Q4 2015Q3 202332
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.08%0.27%Q3 2015Q3 202331
IFP Advisors, Inc 17140.11%0.32%1.16%Q4 2015Q3 202331
Formidable Asset Management, LLC 31310.06%0.48%4.18%Q3 2013Q1 202131
Baystate Wealth Management LLC 31310.04%0.20%0.34%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.19%0.37%0.85%Q1 2016Q3 202331
StrategIQ Financial Group, LLC 30300.06%0.29%0.90%Q2 2016Q3 202330
NewEdge Advisors, LLC 30300.02%0.11%0.38%Q2 2016Q3 202330
RAYMOND JAMES TRUST N.A. 30300.02%0.05%0.10%Q2 2016Q3 202330
NEXT Financial Group, Inc 16140.00%0.18%0.40%Q2 2014Q4 202130
BENJAMIN F. EDWARDS & COMPANY, INC. 2820.00%0.69%1.40%Q1 2015Q3 202330
WEDBUSH SECURITIES INC 30300.04%0.37%0.61%Q2 2016Q3 202330
SUSQUEHANNA INTERNATIONAL GROUP, LLP 710.00%0.00%0.00%Q2 2013Q3 202330
First Allied Advisory Services, Inc. 30300.02%0.35%1.02%Q2 2013Q3 202030
Advisory Services Network, LLC 2720.02%0.20%0.41%Q2 2016Q3 202329
Winslow, Evans & Crocker, Inc. 29290.00%0.05%0.15%Q4 2013Q4 202029
LifePlan Financial Group, Inc 29290.46%1.24%1.80%Q3 2013Q3 202029
LINCOLN NATIONAL CORP 29290.01%0.20%0.59%Q3 2016Q3 202329
NewSquare Capital LLC 2020.00%0.01%0.02%Q3 2014Q1 202329
WINTRUST INVESTMENTS LLC 18110.10%0.76%1.28%Q2 2016Q3 202329
Laurel Wealth Advisors, Inc. 28280.03%0.18%0.92%Q1 2016Q4 202228
Good Life Advisors, LLC 28280.16%0.84%1.92%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.01%0.27%0.52%Q4 2016Q3 202328
Snowden Capital Advisors LLC 2080.04%0.34%0.68%Q3 2016Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.13%0.45%3.14%Q4 2016Q3 202328
Cornerstone Wealth Management, LLC 2530.21%0.80%1.43%Q3 2016Q3 202328
HighTower Advisors, LLC 28280.00%0.07%0.12%Q4 2016Q3 202328
MML INVESTORS SERVICES, LLC 27270.14%0.32%0.54%Q1 2017Q3 202327
BANK OF MONTREAL /CAN/ 2210.00%0.00%0.00%Q1 2015Q3 202327
CWM, LLC 1980.00%0.04%0.06%Q4 2016Q3 202327
NWAM LLC 27270.04%0.20%0.28%Q1 2017Q3 202327
Moors & Cabot, Inc. 27270.02%0.07%0.13%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.09%0.28%Q2 2013Q4 201927
STEPHENS INC /AR/ 27270.02%0.03%0.07%Q1 2017Q3 202327
Prospera Financial Services Inc 1810.04%1.31%2.09%Q1 2015Q3 202327
WHITTIER TRUST CO 1840.00%0.00%0.01%Q4 2015Q3 202327
Global Retirement Partners, LLC 2070.01%0.08%0.25%Q4 2016Q3 202327
BB&T SECURITIES, LLC 26260.01%0.07%0.26%Q2 2013Q3 201926
Kingsview Wealth Management, LLC 2060.05%0.21%0.47%Q1 2017Q3 202326
IHT Wealth Management, LLC 26260.02%0.65%1.13%Q2 2017Q3 202326
Ahrens Investment Partners LLC 26260.23%0.96%4.37%Q4 2016Q1 202326
AE Wealth Management LLC 26260.05%0.14%0.59%Q2 2017Q3 202326
FOUNDERS FINANCIAL SECURITIES LLC 15110.08%0.95%2.10%Q1 2017Q3 202326
WealthPLAN Partners, LLC 1410.00%0.14%0.46%Q1 2015Q4 202326
UNITED CAPITAL FINANCIAL ADVISORS, LLC 26260.00%0.01%0.04%Q2 2017Q3 202326
TRUST CO OF VERMONT 25250.00%0.00%0.00%Q2 2013Q2 201925
Voya Financial Advisors, Inc. 25250.03%0.12%0.27%Q1 2015Q1 202125
Capital Analysts, LLC 25250.00%0.01%0.01%Q4 2016Q4 202225
Baker Avenue Asset Management, LP 2140.00%0.13%0.56%Q1 2016Q3 202325
First Command Bank 25250.01%1.49%5.51%Q2 2017Q2 202325
BlackRock Inc. 2410.00%0.00%0.00%Q1 2017Q3 202325
Wealthcare Advisory Partners LLC 25250.05%0.24%0.53%Q3 2017Q3 202325
First Command Financial Services, Inc. 25250.01%1.42%5.51%Q2 2017Q2 202325
Beaton Management Co. Inc. 14110.18%0.20%0.22%Q2 2017Q3 202325
RFG Advisory, LLC 24240.03%0.14%0.36%Q4 2017Q3 202324
Valmark Advisers, Inc. 24240.03%0.06%0.11%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.50%1.09%1.72%Q4 2017Q3 202324
HL FINANCIAL SERVICES LLC 24240.08%0.12%0.19%Q2 2013Q1 201924
Simplicity Solutions, LLC 1610.03%0.20%0.90%Q4 2014Q3 202324
Patriot Financial Group Insurance Agency, LLC 2310.01%0.15%0.52%Q4 2016Q3 202324
FDx Advisors, Inc. 1140.02%0.30%1.12%Q3 2016Q2 202324
Santori & Peters, Inc. 24240.46%0.78%1.50%Q4 2017Q3 202324
Murphy, Middleton, Hinkle & Parker, Inc. 24240.39%0.41%0.44%Q4 2017Q3 202324
Acorn Wealth Advisors, LLC 24240.55%1.07%2.21%Q4 2017Q3 202324
HUNTINGTON NATIONAL BANK 2220.00%0.00%0.01%Q2 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.05%0.18%Q4 2017Q3 202324
PFG Advisors 24240.30%0.98%1.89%Q4 2017Q3 202324
Johanson Financial Advisors, Inc. 2040.49%1.54%4.35%Q4 2015Q4 202124
First Horizon Advisors, Inc. 1110.00%0.06%1.10%Q1 2015Q3 202324
SHAKESPEARE WEALTH MANAGEMENT, INC. 24240.17%0.37%0.72%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.22%0.40%0.53%Q4 2017Q3 202324
Mutual Advisors, LLC 24240.08%0.15%0.25%Q4 2017Q3 202324
Clarus Wealth Advisors 23230.11%0.40%0.65%Q4 2017Q2 202323
CENTAURUS FINANCIAL, INC. 23230.03%0.37%1.80%Q4 2017Q2 202323
SeaCrest Wealth Management, LLC 1760.03%0.05%0.08%Q4 2017Q3 202323
Citizens Business Bank 2210.04%0.37%0.54%Q4 2012Q3 201823
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1630.20%0.77%1.39%Q2 2016Q3 202223
Signature Wealth Management Group 23230.12%0.18%0.22%Q4 2017Q2 202323
North Star Investment Management Corp. 1760.00%0.00%0.01%Q4 2017Q3 202323
Tower Research Capital LLC (TRC) 1120.00%0.04%0.14%Q2 2015Q3 202323
Carroll Financial Associates, Inc. 23230.00%0.04%0.14%Q2 2016Q4 202123
COMERICA SECURITIES INC 23230.12%0.43%0.93%Q2 2013Q4 201823
LEVEL FOUR ADVISORY SERVICES, LLC 1480.02%0.26%1.12%Q1 2018Q3 202322
J.P. Morgan Private Wealth Advisors LLC 22220.00%0.08%0.15%Q2 2018Q3 202322
Bank of New York Mellon Corp 2020.00%0.00%0.00%Q4 2017Q3 202322
PLANNING DIRECTIONS INC 1480.83%1.46%2.17%Q1 2018Q3 202322
FLAGSHIP HARBOR ADVISORS, LLC 22220.01%0.14%0.50%Q2 2018Q3 202322
CITY HOLDING CO 22220.01%0.01%0.01%Q4 2017Q1 202322
Integrated Wealth Concepts LLC 2010.06%0.17%0.32%Q4 2017Q3 202321
Pinnacle Bancorp, Inc. 2010.04%0.06%0.12%Q1 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.04%0.19%0.38%Q3 2018Q3 202321
OPTIMUM INVESTMENT ADVISORS 1920.01%0.14%0.23%Q1 2016Q2 202221
SignalPoint Asset Management, LLC 1650.13%0.75%1.46%Q2 2016Q3 202321
M&T BANK CORP 1830.00%0.00%0.00%Q3 2014Q4 202021
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
OneDigital Investment Advisors LLC 21210.00%0.29%0.80%Q3 2018Q3 202321
Westside Investment Management, Inc. 1110.00%0.17%0.40%Q2 2017Q3 202321
JANE STREET GROUP, LLC 810.00%0.01%0.05%Q4 2014Q3 202321
Towerpoint Wealth, LLC 21210.24%1.91%3.05%Q3 2018Q3 202321
Capital Asset Advisory Services LLC 20200.04%1.56%4.76%Q4 2018Q3 202320
Cedar Brook Financial Partners, LLC 20200.63%1.11%1.59%Q4 2018Q3 202320
AllSquare Wealth Management LLC 20200.01%0.01%0.01%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.04%0.16%0.36%Q4 2018Q3 202320
RVW Wealth, LLC 20200.77%1.95%3.14%Q1 2019Q4 202320
Northeast Financial Consultants Inc 20200.07%0.09%0.13%Q4 2018Q3 202320
WHITTIER TRUST CO OF NEVADA INC 20200.00%0.00%0.00%Q1 2018Q4 202220
AVANTAX ADVISORY SERVICES, INC. 20200.16%0.68%1.14%Q4 2018Q3 202320
Harvest Investment Services, LLC 20201.49%2.62%5.56%Q4 2018Q3 202320
Endurance Wealth Management, Inc. 20200.02%0.02%0.03%Q3 2018Q2 202320
Veritable, L.P. 20200.01%0.01%0.01%Q3 2018Q2 202320
Gradient Investments LLC 1610.00%0.00%0.00%Q2 2013Q3 202320
MANUFACTURERS LIFE INSURANCE COMPANY, THE 20200.00%0.00%0.00%Q4 2013Q3 201820
LexAurum Advisors, LLC 1460.10%0.79%1.86%Q3 2018Q3 202320
Allworth Financial LP 1910.00%0.04%0.22%Q1 2017Q3 202320
TFG Advisers LLC 20201.02%1.20%1.45%Q4 2018Q3 202320
Sargent Investment Group, LLC 20200.17%0.30%0.50%Q4 2018Q3 202320
Claro Advisors LLC 20200.74%1.86%3.11%Q4 2018Q3 202320
Certified Advisory Corp 1190.21%0.47%1.37%Q4 2017Q1 202320
American Portfolios Advisors 20200.20%0.29%0.43%Q4 2017Q3 202220
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 20200.02%0.10%0.21%Q3 2017Q2 202220
Avestar Capital, LLC 20200.66%2.86%5.09%Q4 2017Q3 202220
Ausdal Financial Partners, Inc. 1550.16%0.67%1.11%Q2 2017Q3 202320
Sowell Financial Services LLC 1730.18%0.39%1.00%Q3 2018Q3 202320
M Holdings Securities, Inc. 1910.08%0.43%1.26%Q4 2016Q1 202220
Dynamic Advisor Solutions LLC 20200.04%0.55%0.82%Q4 2018Q3 202320
DFPG INVESTMENTS, LLC 20200.11%0.77%2.45%Q4 2018Q3 202320
Gladstone Institutional Advisory LLC 20200.23%0.69%1.83%Q4 2018Q3 202320
MGO ONE SEVEN LLC 1610.03%0.10%0.18%Q4 2017Q3 202319
Belpointe Asset Management LLC 1720.01%0.11%0.49%Q4 2018Q3 202319
Ballew Advisors, Inc 1630.06%1.89%3.12%Q1 2018Q3 202319
Spectrum Wealth Advisory Group, LLC 19196.98%14.02%18.24%Q1 2019Q3 202319
Lido Advisors, LLC 840.00%0.04%0.10%Q2 2018Q3 202319
COMERICA SECURITIES,INC. 19190.09%0.11%0.13%Q1 2019Q3 202319
EXENCIAL WEALTH ADVISORS, LLC 19190.12%0.30%0.50%Q1 2013Q3 201719
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Rockefeller Capital Management L.P. 19190.00%0.05%0.10%Q1 2019Q3 202319
Ameritas Investment Partners, Inc. 19190.00%0.00%0.00%Q1 2019Q3 202319
Van Hulzen Asset Management, LLC 1130.02%0.10%0.25%Q3 2017Q2 202319
RDA Financial Network 19190.13%0.16%0.19%Q1 2019Q3 202319
Western Wealth Management, LLC 1180.12%0.49%0.80%Q4 2018Q3 202319
CULLEN/FROST BANKERS, INC. 19190.00%0.00%0.00%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.02%0.05%Q1 2019Q3 202319
CREDIT SUISSE AG/ 1210.00%0.00%0.01%Q1 2013Q4 202019
MAI Capital Management 19190.01%0.05%0.09%Q1 2019Q3 202319
Holistic Financial Partners 1720.07%1.04%5.48%Q4 2017Q3 202319
Atria Investments, Inc 18180.01%0.11%0.20%Q2 2019Q3 202318
INVESTMENT CENTERS OF AMERICA INC 18180.29%0.48%0.69%Q2 2013Q3 201718
Jacobi Capital Management LLC 18180.00%0.01%0.02%Q2 2017Q3 202118
Commonwealth Equity Services, Inc 18180.07%0.14%0.27%Q2 2013Q3 201718
NATIONAL PLANNING CORP 18180.03%0.09%0.20%Q2 2013Q3 201718
TRUIST FINANCIAL CORP 18180.01%0.11%0.19%Q2 2019Q3 202318
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 840.03%0.32%0.61%Q3 2016Q3 202318
Savant Capital, LLC 18180.02%0.07%0.19%Q2 2019Q3 202318
Plante Moran Financial Advisors, LLC 1610.01%0.01%0.02%Q3 2016Q3 202318
SMITH, MOORE & CO. 18180.06%0.13%0.18%Q2 2019Q3 202318
Brookstone Capital Management 18180.05%0.36%0.80%Q4 2015Q1 202018
Parallel Advisors, LLC 1530.00%0.00%0.01%Q1 2019Q3 202318
Archer Investment Corp 18180.14%0.26%0.70%Q2 2019Q3 202318
GREAT VALLEY ADVISOR GROUP, INC. 18180.08%0.35%1.14%Q2 2019Q3 202318
BENJAMIN EDWARDS INC 18180.25%0.62%1.35%Q2 2019Q3 202318
JNBA Financial Advisors 1710.00%0.00%0.00%Q2 2014Q3 202318
IFC Holdings Incorporated/FL 17170.05%0.22%0.47%Q4 2013Q4 201717
Larson Financial Group LLC 17170.04%0.49%2.08%Q3 2019Q3 202317
PRW Wealth Management LLC 1070.16%2.04%7.21%Q4 2018Q1 202317
WFG Advisors, LP 17170.02%0.04%0.09%Q2 2013Q2 201717
Perigon Wealth Management, LLC 1610.03%0.10%0.28%Q3 2011Q3 202217
1ST SOURCE BANK 17170.02%0.52%0.67%Q3 2019Q3 202317
TRUSTCORE FINANCIAL SERVICES, LLC 1610.00%0.71%2.65%Q3 2018Q4 202217
Prism Advisors, Inc. 17170.09%5.92%8.12%Q3 2019Q3 202317
Chicago Partners Investment Group LLC 17170.07%0.23%0.30%Q3 2019Q3 202317
Laurel Wealth Advisors LLC 17170.01%0.01%0.02%Q3 2019Q3 202317
Clear Creek Financial Management, LLC 1250.44%1.98%4.69%Q2 2019Q3 202317
Apexium Financial, LP 1611.20%4.30%20.32%Q4 2018Q3 202317
Castle Rock Wealth Management, LLC 1210.04%0.31%0.66%Q1 2019Q3 202317
Pacifica Partners Inc. 17170.02%0.04%0.05%Q4 2019Q4 202317
Vestmark Advisory Solutions, Inc. 17170.04%0.09%0.14%Q2 2019Q2 202317
BOKF, NA 810.01%0.01%0.03%Q3 2017Q3 202317
Keystone Financial Group 1520.07%0.32%0.63%Q2 2019Q3 202317
Jaffetilchin Investment Partners, LLC 1610.04%0.89%3.64%Q2 2016Q4 202217
HBW ADVISORY SERVICES LLC 17170.49%1.07%3.63%Q3 2019Q3 202317
Front Row Advisors LLC 17170.00%0.01%0.01%Q3 2019Q3 202317
IFG Advisory, LLC 17171.93%2.54%3.38%Q3 2019Q3 202317
Atlas Private Wealth Management, LLC 16160.73%1.01%1.16%Q4 2019Q3 202316
Wagner Wealth Management, LLC 1241.66%3.00%3.94%Q4 2017Q3 202316
CALTON & ASSOCIATES, INC. 1420.07%0.88%1.67%Q4 2017Q4 202216
BELLEVUE ASSET MANAGEMENT, LLC 16160.16%2.46%10.06%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.15%0.29%0.43%Q4 2019Q3 202316
Crumly & Associates Inc. 16163.07%6.38%13.43%Q4 2019Q3 202316
StoneX Group Inc. 1120.18%1.02%1.71%Q1 2018Q3 202316
Beacon Financial Advisory LLC 16161.63%2.66%3.83%Q4 2019Q3 202316
DUNCKER STREETT & CO INC 16160.00%0.00%0.00%Q4 2013Q3 201716
Moloney Securities Asset Management, LLC 16160.11%0.20%0.38%Q4 2019Q3 202316
Stonebridge Financial Planning Group, LLC 16160.18%0.33%0.82%Q4 2019Q3 202316
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 16160.01%0.11%0.29%Q3 2017Q2 202116
V Wealth Advisors LLC 740.09%0.92%4.97%Q4 2016Q4 202116
FIRST MIDWEST BANK TRUST DIVISION 16160.03%0.04%0.05%Q3 2017Q2 202116
Perennial Investment Advisors, LLC 16162.99%4.43%6.32%Q4 2019Q3 202316
Mission Creek Capital Partners, Inc. 16160.06%0.13%0.18%Q4 2019Q3 202316
1776 Wealth LLC 16162.10%2.55%3.15%Q4 2019Q3 202316
STRATEGY ASSET MANAGERS LLC 16160.07%0.21%0.35%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.58%0.67%0.79%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.24%0.50%1.06%Q4 2019Q3 202316
IAG Wealth Partners, LLC 16160.14%0.19%0.28%Q4 2019Q3 202316
Stratos Wealth Advisors, LLC 1330.03%0.13%0.36%Q3 2019Q3 202316
EPG Wealth Management LLC 16160.00%0.37%0.52%Q4 2019Q3 202316
Newport Wealth Strategies, Inc. 16160.48%0.61%0.88%Q4 2017Q3 202116
Ford Financial Group, LLC 16160.17%0.37%0.51%Q1 2019Q4 202216
CUE ADVISORY SERVICES, INC. 16160.26%0.59%0.92%Q4 2014Q3 201816
PARK AVENUE SECURITIES LLC 15150.01%0.02%0.03%Q1 2020Q3 202315
PACIFIC SUN FINANCIAL CORP 611.21%1.48%1.91%Q1 2018Q2 202315
PINNACLE FINANCIAL PARTNERS INC 1110.00%0.00%0.00%Q1 2018Q2 202215
Petix & Botte Co 1233.62%5.43%7.14%Q4 2019Q3 202315
ProVise Management Group, LLC 15150.04%0.07%0.08%Q3 2014Q1 201815
B. Riley Wealth Management, Inc. 1410.01%0.45%1.06%Q1 2015Q2 202215
Curtis Advisory Group, LLC 15150.14%0.76%1.93%Q4 2019Q2 202315
FinTrust Capital Advisors, LLC 15150.01%0.02%0.04%Q1 2020Q3 202315
ADVANTAGE INVESTMENT MANAGEMENT, LLC 1320.00%0.77%4.02%Q4 2014Q3 201915
Beacon Pointe Advisors, LLC 15150.05%0.12%0.20%Q1 2020Q3 202315
Walkner Condon Financial Advisors LLC 870.12%0.20%0.47%Q4 2019Q3 202315
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15150.29%0.48%0.76%Q1 2020Q3 202315
Strategic Family Wealth Counselors, L.L.C. 15150.78%1.86%2.81%Q1 2020Q3 202315
SUNTRUST BANKS INC 15150.00%0.04%0.10%Q1 2016Q3 201915
J.W. COLE ADVISORS, INC. 1410.02%0.17%0.23%Q4 2019Q3 202315
MBE Wealth Management, LLC 15150.18%2.75%8.69%Q1 2020Q3 202315
Silicon Hills Wealth Management, LLC 15150.42%0.93%1.55%Q4 2019Q2 202315
tru Independence LLC 1230.01%1.28%2.12%Q4 2019Q3 202315
Caprock Group, LLC 15150.04%0.05%0.07%Q1 2020Q3 202315
Claraphi Advisory Network, LLC 1020.08%0.28%0.43%Q4 2017Q4 202215
Eudaimonia Partners, LLC 870.38%0.56%0.98%Q4 2019Q3 202315
Capital Square, LLC 15150.43%0.51%0.64%Q4 2019Q2 202315
Trilogy Capital Inc. 15150.10%2.44%3.81%Q1 2020Q3 202315
Roble, Belko & Company, Inc 15150.01%0.01%0.01%Q2 2019Q4 202215
Realta Investment Advisors 1230.00%0.16%0.24%Q2 2019Q3 202315
Avidian Wealth Solutions, LLC 15150.13%0.65%1.00%Q4 2019Q2 202315
OSAIC HOLDINGS, INC. 15150.25%0.34%0.43%Q1 2020Q3 202315
Advisor Group, Inc. 15150.27%0.35%0.55%Q2 2016Q4 201915
Bernardo Wealth Planning LLC 15150.24%1.40%5.80%Q1 2020Q3 202315
ERn Financial, LLC 14140.47%0.74%1.16%Q2 2020Q3 202314
PFS INVESTMENTS INC. 14140.13%0.30%0.50%Q1 2020Q2 202314
Aspire Private Capital, LLC 1310.00%0.00%0.00%Q4 2019Q3 202314
Stonebridge Capital Advisors LLC 610.00%0.00%0.01%Q2 2019Q3 202314
Ancora Advisors LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
MYCIO WEALTH PARTNERS, LLC 14140.01%0.02%0.02%Q2 2013Q3 201614
Old Port Advisors 1310.14%0.24%0.32%Q1 2020Q3 202314
Ellis Investment Partners, LLC 14140.02%0.02%0.03%Q2 2019Q3 202214
Horizon Investments, LLC 1130.04%0.09%0.23%Q1 2020Q3 202314
Atlas Private Wealth Advisors 14140.10%2.08%5.21%Q2 2020Q3 202314
HM PAYSON & CO 14140.00%0.00%0.00%Q2 2020Q3 202314
BLAIR WILLIAM & CO/IL 14140.00%0.01%0.04%Q2 2020Q3 202314
PSI Advisors, LLC 950.06%1.48%2.93%Q4 2019Q3 202314
Concentrum Wealth Management 860.12%1.07%2.98%Q4 2018Q3 202314
PARAMETRIC PORTFOLIO ASSOCIATES LLC 14140.00%0.00%0.00%Q4 2018Q1 202214
MSI Financial Services Inc 1310.02%0.16%0.67%Q2 2013Q4 201614
COZAD ASSET MANAGEMENT INC 14140.44%0.57%0.70%Q2 2020Q3 202314
Csenge Advisory Group 14140.02%0.07%0.18%Q2 2020Q3 202314
CAPTRUST FINANCIAL ADVISORS 14140.00%0.00%0.01%Q2 2020Q3 202314
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 14140.20%0.72%0.91%Q2 2020Q3 202314
Cribstone Capital Management, LLC 14140.03%0.04%0.06%Q2 2016Q3 201914
ASSETMARK, INC 620.00%0.00%0.01%Q1 2019Q3 202314
CAROLINAS WEALTH CONSULTING LLC 14140.01%0.10%0.20%Q2 2020Q3 202314
HBK Sorce Advisory LLC 950.02%0.03%0.04%Q1 2020Q3 202314
Vigilant Capital Management, LLC 1110.01%0.02%0.02%Q2 2013Q2 202313
Peterson Wealth Advisors, LLC 1120.09%0.20%0.77%Q4 2017Q3 202213
VSR Financial Services, Inc. 13130.02%0.07%0.15%Q2 2013Q2 201613
Strategic Blueprint, LLC 1210.01%0.32%0.48%Q3 2019Q3 202313
NORTHWEST WEALTH MANAGEMENT, LLC 13130.34%1.30%2.07%Q4 2016Q4 201913
Advisor OS, LLC 13130.62%2.49%4.10%Q3 2020Q3 202313
Founders Financial Alliance, LLC 13130.09%0.15%0.20%Q3 2020Q3 202313
GPS Wealth Strategies Group, LLC 13130.20%0.42%0.89%Q3 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.60%1.07%1.82%Q3 2020Q3 202313
Citadel Advisors 310.00%0.00%0.00%Q2 2015Q3 202313
Hexagon Capital Partners LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.43%0.52%0.64%Q3 2020Q3 202313
Covington Capital Management 1120.00%0.00%0.01%Q3 2017Q3 202113
ENCOMPASS WEALTH ADVISORS, LLC 12120.17%0.22%0.35%Q4 2020Q3 202312
FSB PREMIER WEALTH MANAGEMENT, INC. 12120.81%3.31%4.38%Q4 2020Q3 202312
MinichMacGregor Wealth Management, LLC 1110.01%0.02%0.02%Q1 2016Q4 202212
Pinnacle Family Advisors, LLC 12120.16%0.22%0.30%Q4 2020Q3 202312
MUFG Americas Holdings Corp 12120.00%0.00%0.00%Q4 2019Q3 202212
COLTON GROOME FINANCIAL ADVISORS, LLC 12120.10%0.34%0.61%Q3 2020Q2 202312
Qube Research & Technologies Ltd 620.00%0.05%0.23%Q4 2019Q3 202312
Octavia Wealth Advisors, LLC 12123.99%4.90%6.40%Q4 2020Q3 202312
Laurel Wealth Planning LLC 12121.98%2.68%3.67%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.24%0.37%0.49%Q4 2018Q3 202112
Golden State Wealth Management, LLC 751.36%3.76%10.53%Q1 2019Q1 202212
Lucia Wealth Services, LLC 12120.09%0.48%2.06%Q4 2017Q3 202012
ACT Advisors, LLC. 12120.15%0.20%0.26%Q4 2020Q3 202312
Legacy Capital Wealth Partners, LLC 12122.23%6.61%10.21%Q4 2020Q3 202312
Eukles Asset Management 750.00%0.02%0.07%Q4 2018Q3 202312
AlphaStar Capital Management, LLC 12120.16%0.35%0.51%Q1 2020Q4 202212
BKS ADVISORS, LLC 12120.09%0.10%0.12%Q1 2016Q4 201812
DEUTSCHE BANK AG\ 610.00%0.00%0.00%Q3 2013Q2 202012
TriaGen Wealth Management LLC 12120.29%0.33%0.43%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.02%0.06%0.13%Q4 2020Q3 202312
Waterfront Wealth Inc. 12120.11%0.12%0.14%Q4 2020Q3 202312
Avior Wealth Management, LLC 1110.00%0.03%0.07%Q1 2017Q3 202312
Oxler Private Wealth LLC 1010.01%0.09%0.11%Q4 2020Q3 202312
Kowal Investment Group, LLC 12120.99%11.75%17.58%Q4 2020Q3 202312
Institute for Wealth Management, LLC. 12120.17%0.19%0.21%Q4 2020Q3 202312
Accel Wealth Management 12120.83%1.21%1.83%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.14%0.16%0.21%Q4 2020Q3 202312
CIBC WORLD MARKET INC. 530.00%0.00%0.00%Q1 2016Q1 202012
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.02%0.04%Q2 2013Q1 201612
TWO SIGMA SECURITIES, LLC 510.00%0.01%0.03%Q2 2018Q3 202312
Ten Capital Wealth Advisors, LLC 12125.36%9.24%13.93%Q3 2020Q2 202312
McKinley Carter Wealth Services, Inc. 12120.16%0.24%0.40%Q4 2020Q3 202312
DHJJ Financial Advisors, Ltd. 12122.82%3.24%3.54%Q4 2020Q3 202312
Eldridge Investment Advisors, Inc. 12120.10%1.33%3.25%Q3 2019Q2 202212
Blackhawk Capital Partners LLC. 12120.90%1.47%2.34%Q1 2020Q4 202212
Fountainhead AM, LLC 12125.81%8.51%10.82%Q4 2020Q3 202312
Ameritas Investment Company, LLC 12120.28%0.62%1.03%Q4 2018Q3 202112
Southland Equity Partners LLC 12120.93%3.21%4.66%Q4 2020Q3 202312
Intrua Financial, LLC 12120.11%0.16%0.34%Q2 2020Q1 202312
Cadent Capital Advisors, LLC 12120.15%0.22%0.30%Q4 2020Q3 202312
Regal Investment Advisors LLC 1010.03%0.07%0.11%Q2 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.01%0.01%0.06%Q4 2020Q3 202312
Insight Advisors, LLC/ PA 12120.46%1.13%1.74%Q4 2020Q3 202312
Alta Wealth Advisors LLC 12120.37%0.63%0.78%Q4 2020Q3 202312
Venture Visionary Partners LLC 12120.07%0.10%0.17%Q4 2020Q3 202312
Tradewinds Capital Management, LLC 1110.00%0.00%0.01%Q3 2017Q1 202212
MTM Investment Management, LLC 12120.29%0.32%0.34%Q4 2020Q3 202312
Financial Network Wealth Management LLC 12123.06%3.57%4.01%Q4 2020Q3 202312
WADE G W & INC 11110.02%0.02%0.03%Q1 2021Q3 202311
Spire Wealth Management 11110.42%0.50%0.59%Q1 2021Q3 202311
Integrated Advisors Network LLC 11110.03%0.06%0.09%Q1 2021Q3 202311
Brinker Capital Investments, LLC 11110.00%0.00%0.00%Q2 2017Q4 201911
Maltin Wealth Management, Inc. 11110.14%0.15%0.16%Q1 2021Q3 202311
Clearview Wealth Advisors LLC 11110.01%0.02%0.03%Q4 2020Q2 202311
D.B. Root & Company, LLC 11110.58%0.68%0.85%Q1 2018Q3 202011
Benedetti & Gucer, Inc. 11110.00%3.80%7.71%Q1 2021Q3 202311
Americana Partners, LLC 11110.42%0.74%1.41%Q4 2020Q2 202311
Activest Wealth Management 11110.03%0.06%0.08%Q1 2021Q3 202311
Orion Portfolio Solutions, LLC 830.00%0.06%0.17%Q4 2019Q3 202311
McIlrath & Eck, LLC 11110.00%0.01%0.03%Q4 2017Q2 202011
Private Vista, LLC 510.14%0.19%0.32%Q3 2016Q2 202011
SALEM INVESTMENT COUNSELORS INC 11110.00%0.00%0.00%Q1 2021Q3 202311
ACG Wealth 810.02%0.16%0.56%Q4 2017Q3 202211
Timber Hill LLC 11110.00%0.01%0.04%Q3 2015Q1 201811
MOODY NATIONAL BANK TRUST DIVISION 810.00%0.01%0.01%Q1 2019Q1 202210
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Cherry Creek Investment Advisors, Inc. 10102.72%3.46%4.17%Q2 2021Q3 202310
SIGNATUREFD, LLC 910.00%0.00%0.01%Q4 2019Q3 202310
Bartlett & Co. LLC 510.00%0.00%0.00%Q4 2016Q4 202310
Lloyd Advisory Services, LLC. 10100.00%0.04%0.10%Q4 2019Q1 202210
HARBOUR INVESTMENTS, INC. 641.10%1.96%2.64%Q1 2021Q3 202310
Braun-Bostich & Associates Inc. 642.12%2.46%3.14%Q4 2020Q2 202310
Triumph Capital Management 10100.28%1.01%1.43%Q2 2021Q3 202310
CAHILL FINANCIAL ADVISORS INC 10100.10%0.23%0.40%Q4 2017Q1 202010
HRT FINANCIAL LP 410.01%0.06%0.30%Q3 2015Q3 202310
Investors Research Corp 10100.00%0.00%0.00%Q2 2021Q3 202310
Milestone Advisory Partners 10103.37%4.95%6.57%Q4 2017Q1 202010
RITHOLTZ WEALTH MANAGEMENT 10100.01%0.03%0.11%Q2 2021Q3 202310
Advisory Alpha, LLC 910.00%0.33%1.32%Q3 2020Q3 202310
TRUST DEPARTMENT MB FINANCIAL BANK N A 10100.04%0.04%0.05%Q4 2016Q1 201910
Virtu Financial LLC 210.01%0.08%0.16%Q3 2014Q3 202310
Barber Financial Group, Inc. 910.04%0.09%0.13%Q4 2017Q4 202010
JONES FINANCIAL COMPANIES LLLP 810.00%0.00%0.00%Q4 2017Q3 202310
Financial Gravity Asset Management, Inc. 510.01%0.07%0.19%Q1 2018Q2 202310
Ledyard National Bank 10100.00%0.00%0.00%Q3 2016Q4 201810
Horan Securities, Inc. 730.01%0.01%0.01%Q4 2020Q2 202310
Fortress Wealth Group, LLC 10101.33%6.80%9.89%Q2 2021Q3 202310
Keebeck Wealth Management, LLC 10100.04%2.16%2.70%Q2 2021Q3 202310
MCF Advisors LLC 10100.00%0.00%0.00%Q3 2015Q4 201710
Cypress Capital Group 10100.08%0.12%0.15%Q2 2021Q3 202310
Affiance Financial, LLC 10100.36%0.66%1.22%Q4 2014Q1 201710
Disciplined Investments, LLC 10100.00%0.00%0.00%Q1 2021Q2 202310
Parkside Financial Bank & Trust 820.00%0.03%0.05%Q3 2016Q2 202010
FIRST MANHATTAN CO. LLC. 10100.00%0.00%0.00%Q1 2021Q2 202310
Grant/GrossMendelsohn, LLC 10100.27%4.23%6.84%Q2 2021Q3 202310
COMMERCE BANK 820.00%0.00%0.00%Q1 2021Q3 202310
Icon Wealth Partners, LLC 730.03%0.32%0.56%Q4 2020Q3 202310
SII INVESTMENTS INC/WI 10100.03%0.50%1.22%Q3 2015Q4 201710
NATIXIS ADVISORS, L.P. 10100.00%0.00%0.01%Q2 2021Q3 202310
Lion Street Advisors, LLC 990.15%0.20%0.36%Q3 2021Q3 20239
Walker Asset Management, LLC 991.14%1.32%1.64%Q4 2021Q4 20239
Kozak & Associates, Inc. 990.02%0.05%0.07%Q3 2021Q3 20239
Sage Mountain Advisors LLC 990.10%0.14%0.22%Q3 2021Q3 20239
TIAA, FSB 510.00%0.00%0.00%Q2 2017Q2 20239
Asset Dedication, LLC 810.01%0.02%0.05%Q1 2020Q3 20239
Insight Wealth Strategies, LLC 990.04%0.06%0.11%Q3 2019Q3 20219
Concert Wealth Management Inc. 540.03%0.13%0.29%Q2 2013Q1 20179
Bickling Financial Services, Inc. 990.69%3.08%4.53%Q4 2020Q4 20229
Virtue Capital Management, LLC 990.09%0.29%0.34%Q3 2021Q3 20239
MEANS INVESTMENT CO., INC. 610.04%4.65%7.18%Q4 2018Q3 20239
Total Clarity Wealth Management, Inc. 410.03%0.09%0.15%Q4 2019Q3 20239
Alliance Wealth Advisors, LLC 990.63%0.78%1.24%Q4 2020Q4 20229
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 510.00%0.49%1.40%Q4 2019Q2 20239
VIVID FINANCIAL MANAGEMENT, INC. 990.14%0.20%0.35%Q4 2019Q4 20219
TRUE Private Wealth Advisors 990.00%0.37%0.72%Q4 2018Q4 20209
Advisory Resource Group 994.66%6.19%9.16%Q4 2018Q4 20209
FLAGSTAR ADVISORS INC 991.77%2.27%3.14%Q3 2021Q3 20239
Weitzel Financial Services, Inc. 810.13%0.16%0.19%Q4 2020Q3 20239
Purus Wealth Management, LLC 990.14%0.46%0.61%Q3 2021Q3 20239
Transamerica Financial Advisors, Inc. 510.00%0.01%0.04%Q1 2015Q3 20239
Squar Milner Financial Services LLC 720.00%0.27%0.57%Q4 2017Q1 20209
COTTONWOOD CAPITAL ADVISORS, LLC 883.82%4.39%4.72%Q4 2021Q3 20238
GUERRA PAN ADVISORS, LLC 880.34%0.40%0.45%Q4 2021Q3 20238
HB Wealth Management, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
CERTUITY, LLC 880.02%0.05%0.06%Q3 2021Q2 20238
IEQ CAPITAL, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
BARNES PETTEY FINANCIAL ADVISORS, LLC 886.50%8.16%9.29%Q4 2021Q3 20238
Altus Wealth Group LLC 881.05%1.27%1.61%Q4 2020Q3 20228
GDS Wealth Management 882.71%3.72%4.59%Q4 2021Q3 20238
WEALTHSOURCE PARTNERS, LLC 410.01%0.05%0.08%Q2 2019Q3 20238
SIMON QUICK ADVISORS, LLC 620.01%0.10%0.18%Q3 2019Q3 20238
BHF RG Capital Inc. 883.29%5.92%10.36%Q4 2019Q3 20218
Princeton Global Asset Management LLC 710.00%0.00%0.00%Q2 2021Q3 20238
Integrity Financial Corp /WA 884.62%5.35%5.90%Q4 2021Q3 20238
White Knight Strategic Wealth Advisors, LLC 880.78%1.57%2.47%Q4 2021Q3 20238
Ranch Capital Advisors Inc. 880.01%0.01%0.01%Q4 2019Q3 20218
UNIONVIEW, LLC 888.49%12.06%13.38%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
Glassman Wealth Services 880.01%0.01%0.02%Q4 2021Q3 20238
Mariner, LLC 880.00%0.04%0.10%Q4 2021Q3 20238
Citizens National Bank Trust Department 880.01%0.02%0.03%Q4 2021Q3 20238
Kaydan Wealth Management, Inc. 881.30%5.36%14.16%Q4 2021Q3 20238
Valeo Financial Advisors, LLC 880.00%0.00%0.00%Q2 2019Q1 20218
TrueWealth Advisors, LLC 880.16%0.34%0.58%Q4 2021Q3 20238
WMG Financial Advisors, LLC 880.17%0.21%0.26%Q4 2021Q3 20238
Aspen Investment Management Inc 880.40%0.99%1.51%Q2 2013Q1 20158
City State Bank 880.00%0.00%0.00%Q4 2021Q3 20238
NORTHSTAR WEALTH PARTNERS LLC 880.20%0.47%0.68%Q3 2018Q2 20208
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 880.02%0.02%0.02%Q4 2019Q3 20218
SAGE PRIVATE WEALTH GROUP, LLC 880.02%0.03%0.05%Q4 2020Q3 20228
Comprehensive Financial Consultants Institutional, Inc. 880.73%0.99%1.25%Q4 2021Q3 20238
PURSUE WEALTH PARTNERS LLC 880.79%1.44%1.84%Q4 2021Q3 20238
WealthCare Investment Partners, LLC 884.98%5.96%7.41%Q4 2021Q3 20238
Goodman Advisory Group, LLC 880.07%0.10%0.13%Q4 2021Q3 20238
Clearstead Advisors, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
LWM Advisory Services, LLC 880.52%0.80%1.27%Q4 2021Q3 20238
KRAEMATON INVESTMENT ADVISORS, INC 883.72%4.14%4.40%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.44%0.58%1.00%Q4 2021Q3 20238
PCG Wealth Advisors, LLC 885.66%7.67%10.22%Q4 2021Q3 20238
PFS Partners, LLC 880.01%0.16%0.33%Q4 2021Q3 20238
Ignite Planners, LLC 880.13%0.22%0.30%Q4 2021Q3 20238
Private Capital Group, LLC 880.00%0.00%0.00%Q4 2017Q3 20198
Schrum Private Wealth Management LLC 880.27%0.31%0.33%Q4 2021Q3 20238
West Financial Advisors, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Keystone Wealth Services, LLC 880.20%0.24%0.26%Q4 2021Q3 20238
Quantum Private Wealth, LLC 880.12%0.16%0.20%Q4 2021Q3 20238
Camelot Portfolios, LLC 880.19%0.44%0.80%Q4 2020Q3 20228
True Link Financial Advisors, LLC 880.00%0.11%0.15%Q4 2021Q3 20238
Key Client Fiduciary Advisors, LLC 882.69%4.03%5.26%Q4 2021Q3 20238
SFG Wealth Management, LLC. 880.26%0.31%0.40%Q4 2021Q3 20238
MEEDER ASSET MANAGEMENT INC 880.00%0.00%0.01%Q4 2020Q3 20228
Raleigh Capital Management Inc. 880.05%0.06%0.11%Q4 2021Q3 20238
Apollon Wealth Management, LLC 880.02%0.15%0.51%Q4 2021Q3 20238
Continuum Advisory, LLC 880.16%0.39%0.64%Q4 2021Q3 20238
BROWN BROTHERS HARRIMAN & CO 710.00%0.00%0.00%Q1 2017Q3 20238
Stegent Equity Advisors, Inc. 880.17%2.02%3.98%Q4 2021Q3 20238
Crewe Advisors LLC 880.00%0.01%0.02%Q4 2017Q3 20198
Operose Advisors LLC 880.03%0.04%0.06%Q4 2021Q3 20238
FSC Wealth Advisors, LLC 880.01%0.05%0.18%Q4 2021Q3 20238
BREITER CAPITAL MANAGEMENT INC 881.33%2.07%2.64%Q2 2019Q1 20218
Investors Financial Group, LLC 710.14%0.30%0.57%Q4 2019Q4 20218
Lee Financial Co 710.00%0.01%0.02%Q1 2018Q3 20208
SMITH CAPITAL MANAGEMENT INC /AR/ADV 880.26%0.77%1.34%Q4 2018Q3 20208
DENVER WEALTH MANAGEMENT, INC. 610.91%1.57%2.20%Q1 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.01%0.02%0.02%Q2 2013Q1 20158
MONEY CONCEPTS CAPITAL CORP 620.02%0.08%0.19%Q4 2020Q1 20238
PARAGON FINANCIAL PARTNERS, INC. 880.24%0.26%0.29%Q4 2021Q3 20238
MASSMUTUAL TRUST CO FSB/ADV 880.00%0.00%0.00%Q1 2022Q4 20238
WCG Wealth Advisors LLC 660.03%0.29%0.46%Q2 2022Q3 20237
AVIANCE CAPITAL MANAGEMENT, LLC 770.00%0.37%0.88%Q3 2017Q1 20197
ICA Group Wealth Management, LLC 774.92%5.36%6.13%Q1 2022Q3 20237
Aureus Asset Management, LLC 520.06%0.07%0.08%Q1 2014Q1 20167
NEW ENGLAND SECURITIES CORP /MA/ 770.04%0.16%0.23%Q2 2013Q4 20147
Peak Financial Management, Inc. 770.08%0.09%0.11%Q1 2022Q3 20237
Investors Capital Advisory Services 770.04%0.06%0.08%Q4 2014Q2 20167
Atria Wealth Solutions, Inc. 770.41%0.55%0.63%Q1 2022Q3 20237
FMA ADVISORY INC 770.21%0.27%0.31%Q3 2019Q1 20217
L.M. KOHN & COMPANY 770.26%0.32%0.39%Q1 2022Q3 20237
PRUDENTIAL PLC 510.01%0.18%0.64%Q4 2020Q1 20237
Redwood Financial Network Corp 770.34%0.44%0.63%Q1 2022Q3 20237
Wealthspire Advisors, L.P. 770.00%0.00%0.00%Q3 2017Q1 20197
Beacon Capital Management, LLC 770.01%0.02%0.02%Q1 2022Q3 20237
SG Americas Securities, LLC 210.00%0.00%0.01%Q1 2015Q1 20187
Advance Capital Management, Inc. 774.26%18.06%26.96%Q1 2022Q3 20237
SHELTON CAPITAL MANAGEMENT 770.02%0.02%0.03%Q1 2017Q3 20187
U.S. Capital Wealth Advisors, LLC 770.01%0.03%0.08%Q1 2022Q3 20237
Pflug Koory, LLC 770.00%0.00%0.00%Q1 2021Q3 20227
SEI INVESTMENTS CO 510.00%0.00%0.00%Q1 2015Q2 20187
Royal Fund Management, LLC 770.02%0.04%0.05%Q4 2016Q2 20187
SILVER OAK SECURITIES, INCORPORATED 771.25%1.96%2.52%Q1 2022Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.01%0.01%0.02%Q1 2021Q4 20227
Kessler Investment Group, LLC 310.01%0.58%3.90%Q3 2013Q3 20187
Merit Financial Group, LLC 610.01%0.10%0.32%Q3 2019Q3 20237
COLUMBIA ADVISORY PARTNERS LLC 770.40%0.57%0.91%Q1 2022Q3 20237
Next Level Private LLC 5210.51%11.16%12.45%Q4 2021Q3 20237
McClarren Financial Advisors, Inc. 610.01%0.01%0.01%Q4 2020Q3 20227
Virtu KCG Holdings LLC 610.01%0.01%0.02%Q3 2015Q2 20177
Tyler-Stone Wealth Management 520.52%0.70%0.81%Q4 2021Q3 20237
Graves Light Lenhart Wealth, Inc. 770.00%0.00%0.01%Q4 2020Q2 20227
Arete Wealth Advisors, LLC 770.06%0.08%0.16%Q1 2018Q3 20197
BEAM WEALTH ADVISORS, INC. 770.37%0.44%0.56%Q1 2020Q3 20217
Placemark Investments, Inc. 660.00%0.01%0.01%Q3 2013Q4 20146
GIRARD SECURITIES, INC. 660.21%0.25%0.30%Q2 2016Q3 20176
Migdal Insurance & Financial Holdings Ltd. 660.00%0.05%0.11%Q2 2022Q3 20236
Goelzer Investment Management, Inc. 660.10%0.16%0.18%Q2 2022Q3 20236
TimeScale Financial, Inc. 420.00%0.01%0.02%Q1 2021Q2 20236
MONECO Advisors, LLC 660.19%0.25%0.31%Q2 2022Q3 20236
O'Dell Group, LLC 510.00%0.00%0.00%Q3 2021Q2 20236
LIBERTY WEALTH MANAGEMENT LLC 660.01%0.01%0.01%Q2 2020Q3 20216
Global Financial Private Capital, Inc 510.01%0.02%0.03%Q3 2017Q1 20196
Biondo Investment Advisors, LLC 660.07%0.22%0.33%Q3 2017Q4 20186
Meridian Wealth Management, LLC 510.01%0.03%0.05%Q2 2019Q3 20236
TSFG, LLC 660.02%0.04%0.12%Q1 2019Q2 20206
Savior LLC 660.00%0.01%0.02%Q1 2020Q2 20216
Sweet Financial Partners, LLC 330.06%0.06%0.09%Q4 2021Q2 20236
Foundations Investment Advisors, LLC 660.13%0.15%0.17%Q2 2022Q3 20236
Riverstone Advisors, LLC 660.16%0.17%0.19%Q2 2022Q3 20236
Anfield Capital Management, LLC 510.00%0.09%0.12%Q2 2021Q4 20226
Coston, McIsaac & Partners 660.05%0.06%0.09%Q2 2022Q3 20236
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
TOTAL INVESTMENT MANAGEMENT INC 310.04%7.49%11.69%Q3 2019Q4 20216
Blue Trust, Inc. 660.01%0.01%0.01%Q2 2022Q3 20236
FLOW TRADERS U.S. LLC 210.02%0.08%0.15%Q3 2016Q3 20236
WHITENER CAPITAL MANAGEMENT, INC. 510.00%0.00%0.00%Q1 2018Q3 20196
Freedman Financial Associates, Inc. 660.07%0.08%0.13%Q4 2020Q1 20226
Sound Income Strategies, LLC 420.00%0.00%0.00%Q2 2018Q3 20236
UBS AG 660.02%0.02%0.02%Q2 2013Q3 20146
INSPIRION WEALTH ADVISORS, LLC 660.09%0.10%0.13%Q2 2022Q3 20236
MCDONALD PARTNERS LLC 420.26%0.47%0.62%Q4 2020Q2 20226
BTC Capital Management, Inc. 660.07%0.08%0.09%Q1 2021Q2 20226
Independent Advisor Alliance 410.08%0.42%1.15%Q1 2017Q3 20236
Wealthstreet Investment Advisors, LLC 660.04%0.05%0.06%Q4 2019Q1 20216
OneAscent Financial Services LLC 660.34%0.64%1.10%Q2 2022Q3 20236
Genesee Capital Advisors, LLC 663.84%4.99%6.32%Q4 2018Q1 20206
Householder Group Estate & Retirement Specialist, LLC 410.49%0.66%0.79%Q4 2021Q3 20236
PRIVATE TRUST CO NA 660.26%0.27%0.28%Q2 2022Q3 20236
Quad-Cities Investment Group, LLC 660.08%0.11%0.13%Q2 2018Q3 20196
JOYN Advisors, Inc. 420.00%0.12%0.25%Q3 2018Q1 20206
WASHINGTON TRUST Co 550.00%0.00%0.00%Q3 2020Q3 20215
Checchi Capital Advisers, LLC 550.02%0.02%0.02%Q2 2022Q2 20235
TOWNSQUARE CAPITAL LLC 210.00%0.03%0.09%Q2 2019Q3 20235
Objective Capital Management, LLC 550.15%0.21%0.27%Q4 2021Q4 20225
WOODMONT INVESTMENT COUNSEL LLC 410.00%0.00%0.00%Q2 2015Q3 20165
BREWIN DOLPHIN LTD 550.00%0.01%0.01%Q2 2021Q2 20225
Global Assets Advisory, LLC 550.45%0.55%0.60%Q3 2022Q3 20235
Main Street Financial Solutions, LLC 550.04%0.04%0.06%Q3 2022Q3 20235
CENTRAL TRUST Co 410.00%0.00%0.01%Q1 2022Q3 20235
Partnervest Advisory Services LLC 550.01%0.01%0.01%Q2 2013Q2 20145
Hayden Royal, LLC 410.13%0.80%1.94%Q4 2018Q1 20205
Curi Wealth Management, LLC 550.04%0.04%0.05%Q3 2022Q3 20235
Cypress Wealth Services, LLC 550.08%0.13%0.15%Q1 2020Q1 20215
Y-Intercept (Hong Kong) Ltd 210.05%0.14%0.32%Q1 2021Q3 20235
Argentus Capital Management, LLC 550.06%0.11%0.17%Q3 2015Q3 20165
WILLNER & HELLER, LLC 551.13%1.22%1.26%Q4 2021Q4 20225
MOTCO 550.00%0.00%0.00%Q3 2019Q3 20205
Sterling Manor Financial, LLC 410.18%0.20%0.23%Q4 2020Q4 20225
Krilogy Financial LLC 550.01%0.01%0.02%Q3 2015Q3 20165
Opal Wealth Advisors, LLC 210.14%0.16%0.19%Q4 2021Q3 20235
Mach-1 Financial Group, LLC 320.10%0.78%2.58%Q2 2022Q3 20235
Cascadia Advisory Services, LLC 210.05%0.12%0.33%Q4 2019Q3 20215
Ellevest, Inc. 550.00%0.00%0.00%Q1 2022Q1 20235
SHELTON WEALTH MANAGEMENT, LLC 551.22%1.74%2.43%Q4 2021Q4 20225
Measured Wealth Private Client Group, LLC 550.14%0.17%0.20%Q2 2018Q2 20195
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 410.00%0.13%0.32%Q1 2018Q3 20195
Holloway Wealth Management, LLC 550.05%0.07%0.08%Q1 2021Q1 20225
Coppell Advisory Solutions LLC 410.96%1.17%1.52%Q4 2020Q3 20235
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 550.04%0.04%0.05%Q1 2021Q1 20225
KEYBANK NATIONAL ASSOCIATION/OH 410.00%0.00%0.00%Q4 2019Q3 20235
AXXCESS WEALTH MANAGEMENT, LLC 410.02%0.08%0.11%Q4 2021Q3 20235
PHYSICIANS FINANCIAL SERVICES, INC. 550.01%0.01%0.01%Q4 2015Q4 20165
Compass Wealth Management LLC 550.01%0.01%0.01%Q4 2022Q4 20235
BARRETT & COMPANY, INC. 552.02%2.18%2.29%Q3 2022Q3 20235
Fermata Advisors, LLC 410.09%0.13%0.21%Q2 2022Q3 20235
Castleview Partners, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Newman Dignan & Sheerar, Inc. 210.04%0.08%0.12%Q1 2020Q1 20235
WealthPlan Investment Management, LLC 410.00%0.07%0.11%Q1 2022Q2 20235
Fairhaven Wealth Management, LLC 553.26%3.93%4.67%Q4 2019Q4 20205
Trust Co 320.01%0.01%0.02%Q3 2019Q1 20215
Jackson Wealth Management, LLC 550.12%0.18%0.24%Q4 2018Q4 20195
KMS FINANCIAL SERVICES, INC 550.06%0.06%0.06%Q3 2013Q3 20145
Colonial River Wealth Management, LLC 550.15%0.26%0.31%Q4 2021Q4 20225
Darwin Wealth Management, LLC 410.00%0.09%0.14%Q1 2020Q3 20235
OneAscent Wealth Management LLC 310.28%0.75%0.97%Q1 2022Q3 20234
Treasure Coast Financial Planning 440.16%0.17%0.19%Q4 2022Q3 20234
Goldstein Advisors, LLC 440.73%0.83%0.92%Q4 2022Q3 20234
SUTTON PLACE INVESTORS LLC 441.04%1.11%1.16%Q3 2022Q2 20234
Kistler-Tiffany Companies, LLC 310.01%0.02%0.03%Q2 2013Q3 20164
Keel Point, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
WealthShield Partners, LLC 310.09%0.12%0.21%Q4 2017Q2 20214
INTREPID CAPITAL MANAGEMENT INC 220.11%0.16%0.21%Q3 2022Q3 20234
Newbridge Financial Services Group, Inc. 310.01%0.02%0.03%Q3 2020Q3 20224
Kaye Capital Management 445.48%6.98%8.68%Q4 2022Q3 20234
Mattern Wealth Management LLC 440.11%0.44%0.86%Q2 2022Q1 20234
Park Place Capital Corp 440.01%0.01%0.01%Q4 2022Q3 20234
Visionary Wealth Advisors 440.02%0.02%0.02%Q4 2021Q3 20224
ZACKS INVESTMENT MANAGEMENT 210.00%0.00%0.00%Q3 2021Q2 20234
Northstar Group, Inc. 220.08%0.09%0.10%Q2 2018Q2 20194
FIRST HORIZON CORP 440.00%0.01%0.01%Q3 2020Q2 20214
S.C. Financial Services, Inc. 310.35%0.39%0.42%Q4 2021Q4 20224
GHP Investment Advisors, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
WOLVERINE TRADING, LLC 220.00%0.00%0.00%Q1 2018Q2 20184
INSIGNEO ADVISORY SERVICES, LLC 440.23%0.26%0.30%Q4 2022Q3 20234
Herold Advisors, Inc. 210.02%0.09%0.17%Q3 2021Q3 20234
Zullo Investment Group, Inc. 440.04%0.04%0.04%Q1 2022Q4 20224
Private Advisory Group LLC 440.63%0.91%1.15%Q2 2019Q1 20204
Farther Finance Advisors, LLC 440.02%0.07%0.20%Q4 2022Q3 20234
ATLAS CAPITAL ADVISORS LLC 440.04%0.04%0.06%Q2 2019Q1 20204
Secure Asset Management, LLC 440.87%0.90%0.94%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Legacy Trust 440.11%0.12%0.13%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Summit Investment Advisory Services, LLC 440.27%0.34%0.50%Q4 2022Q3 20234
Gateway Wealth Partners, LLC 440.62%0.75%0.92%Q4 2022Q3 20234
BESSEMER GROUP INC 440.00%0.00%0.00%Q2 2021Q1 20224
NORTHERN TRUST CORP 210.00%0.00%0.00%Q1 2016Q1 20234
Polaris Wealth Advisory Group, LLC 220.00%0.06%0.16%Q2 2017Q2 20184
Centurion Wealth Management LLC 444.86%4.99%5.09%Q4 2022Q3 20234
KENNEDY INVESTMENT GROUP 441.56%1.69%1.85%Q4 2022Q3 20234
Shamrock Asset Management LLC 318.85%10.72%11.66%Q1 2015Q4 20164
Andesa Financial Management Inc. 310.10%0.60%1.13%Q3 2019Q3 20204
Aurora Private Wealth, Inc. 220.09%0.12%0.19%Q4 2019Q4 20204
Live Oak Investment Partners 440.07%0.07%0.08%Q4 2022Q3 20234
Mascoma Wealth Management LLC 210.00%0.00%0.00%Q1 2019Q3 20214
Whitaker-Myers Wealth Managers, LTD. 441.18%1.60%2.21%Q4 2022Q3 20234
RETIREMENT GUYS FORMULA LLC 441.84%2.16%2.52%Q4 2022Q3 20234
BEACON FINANCIAL GROUP 440.06%1.05%2.45%Q4 2022Q3 20234
Strategic Asset Management, LLC 440.03%0.09%0.13%Q4 2021Q3 20224
Bay Harbor Wealth Management, LLC 440.00%0.00%0.00%Q1 2020Q4 20204
UMB Bank, n.a. 310.00%0.00%0.00%Q3 2022Q3 20234
Family Capital Management, Inc. 443.63%5.04%6.41%Q4 2022Q3 20234
REILLY FINANCIAL ADVISORS, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Professional Financial Advisors, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Frontier Wealth Management LLC 440.08%0.08%0.09%Q2 2019Q1 20204
DAYMARK WEALTH PARTNERS, LLC 440.02%0.07%0.16%Q4 2022Q3 20234
Blueprint Investment Partners LLC 440.13%0.31%0.80%Q4 2022Q3 20234
Phoenix Wealth Advisors 440.01%0.01%0.01%Q4 2020Q3 20214
Mainsail Financial Group, LLC 446.10%6.55%6.88%Q4 2022Q3 20234
Destination Wealth Management 440.00%0.00%0.00%Q3 2018Q2 20194
Owen LaRue, LLC 440.30%0.31%0.32%Q4 2022Q3 20234
Capital Advisory Group Advisory Services, LLC 440.01%0.01%0.01%Q4 2018Q3 20194
IAMS WEALTH MANAGEMENT, LLC 442.19%2.35%2.68%Q4 2022Q3 20234
Glass Jacobson Investment Advisors llc 210.03%0.03%0.04%Q4 2022Q3 20233
Sunbelt Securities, Inc. 330.02%0.03%0.03%Q1 2023Q3 20233
Prosperity Wealth Management, Inc. 330.28%0.40%0.51%Q4 2022Q2 20233
Prosperity Financial Group, Inc. 330.70%0.80%0.87%Q4 2022Q2 20233
Cornerstone Advisory, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
Signator Financial Services, Inc. 330.00%0.00%0.01%Q1 2013Q3 20133
Elmwood Wealth Management, Inc. 210.00%0.00%0.00%Q1 2021Q4 20213
QUADRANT CAPITAL GROUP LLC 210.00%0.02%0.06%Q2 2021Q3 20233
HHM Wealth Advisors, LLC 110.00%0.00%0.01%Q1 2020Q2 20233
Cresset Asset Management, LLC 210.00%0.00%0.00%Q1 2019Q3 20233
Optiver Holding B.V. 330.00%0.00%0.00%Q3 2021Q1 20223
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20223
PCA Investment Advisory Services Inc. 330.42%0.48%0.58%Q1 2023Q3 20233
GoalVest Advisory LLC 330.02%0.03%0.05%Q4 2020Q2 20213
Cape Investment Advisory, Inc. 330.08%0.10%0.13%Q1 2023Q3 20233
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q3 2019Q3 20233
Homrich & Berg 330.01%0.01%0.01%Q1 2021Q3 20213
ABLE Financial Group, LLC 330.39%0.42%0.45%Q1 2023Q3 20233
BANK HAPOALIM BM 331.92%1.97%2.01%Q1 2023Q3 20233
Solidarity Wealth, LLC 330.13%0.17%0.21%Q1 2022Q3 20223
TOTH FINANCIAL ADVISORY CORP 330.00%0.00%0.00%Q4 2019Q2 20203
THOMPSON INVESTMENT MANAGEMENT, INC. 330.01%0.01%0.01%Q1 2023Q3 20233
NewEdge Wealth, LLC 330.02%0.03%0.04%Q1 2023Q3 20233
ORG Partners LLC 330.01%0.10%0.23%Q1 2023Q3 20233
BALLAST ADVISORS LLC 210.08%0.08%0.09%Q4 2021Q2 20233
SAXON INTERESTS, INC. 330.17%0.42%0.89%Q4 2021Q2 20223
B. Riley Financial, Inc. 330.14%0.15%0.16%Q3 2017Q1 20183
Consolidated Portfolio Review Corp 330.51%0.88%1.09%Q1 2023Q3 20233
Ruggaard & Associates LLC 330.36%0.38%0.40%Q1 2023Q3 20233
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 330.02%0.02%0.02%Q3 2017Q1 20183
EVERMAY WEALTH MANAGEMENT LLC 330.01%0.01%0.01%Q2 2022Q4 20223
Archford Capital Strategies, LLC 330.00%0.00%0.01%Q1 2014Q3 20143
Allen Capital Group, LLC 330.08%0.08%0.09%Q1 2022Q3 20223
PATTON ALBERTSON MILLER GROUP, LLC 210.04%0.04%0.04%Q4 2021Q1 20233
Strategic Financial Concepts, LLC 330.28%0.31%0.34%Q1 2023Q3 20233
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Kraft, Davis & Associates, LLC 216.64%6.86%6.99%Q4 2022Q3 20233
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 210.01%0.04%0.07%Q2 2018Q1 20223
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Rockbridge Investment Management, LCC 330.00%0.04%0.05%Q2 2020Q4 20203
Pinnacle Private Wealth, LLC 330.34%0.37%0.41%Q4 2021Q2 20223
NVWM, LLC 110.01%0.01%0.02%Q2 2018Q3 20223
Arlington Partners LLC 330.05%0.06%0.06%Q1 2020Q3 20203
Root Financial Partners, LLC 330.53%0.65%0.80%Q1 2023Q3 20233
Van Leeuwen & Company, LLC 331.30%1.44%1.58%Q2 2019Q4 20193
TRANSCEND CAPITAL ADVISORS, LLC 210.02%0.03%0.03%Q1 2021Q3 20233
F3Logic, LLC 330.04%0.04%0.05%Q1 2021Q3 20213
Sonora Investment Management, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Premia Global Advisors, LLC 331.27%1.69%1.93%Q1 2019Q3 20193
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.00%Q4 2019Q2 20203
JFS WEALTH ADVISORS, LLC 330.00%0.00%0.00%Q4 2014Q2 20153
Prime Capital Investment Advisors, LLC 210.00%0.01%0.01%Q4 2022Q3 20233
Lindbrook Capital, LLC 210.03%0.07%0.10%Q4 2018Q2 20213
Nilsine Partners, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
Berman Capital Advisors, LLC 330.00%0.00%0.00%Q3 2020Q1 20213
Pine Valley Investments Ltd Liability Co 331.50%1.97%2.65%Q1 2023Q3 20233
Weaver Consulting Group 330.07%0.08%0.11%Q1 2020Q3 20203
Essex Savings Bank 330.05%0.06%0.07%Q4 2018Q2 20193
Truadvice, LLC 330.09%0.10%0.11%Q1 2023Q3 20233
CITIZENS FINANCIAL GROUP INC/RI 210.01%0.01%0.01%Q3 2016Q3 20233
CAMBRIDGE TRUST CO 330.02%0.02%0.03%Q4 2017Q2 20183
Financial Gravity Companies, Inc. 210.10%0.12%0.17%Q4 2017Q4 20183
GeoWealth Management, LLC 330.00%0.01%0.02%Q1 2023Q3 20233
BARCLAYS PLC 330.00%0.00%0.01%Q1 2021Q3 20213
FREEDOM WEALTH ALLIANCE, LLC 330.29%0.31%0.34%Q4 2022Q2 20233
Retirement Planning Group, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
VitalStone Financial, LLC 210.00%0.21%0.55%Q4 2022Q3 20233
Ergawealth Advisors, Inc. 330.16%0.17%0.18%Q1 2023Q3 20233
Fiduciary Planning LLC 330.02%0.02%0.02%Q3 2020Q1 20213
CHOREO, LLC 330.01%0.01%0.01%Q4 2021Q2 20223
KARLINSKI ANDREW C 330.01%0.01%0.01%Q1 2022Q3 20223
SageGuard Financial Group, LLC 330.91%0.95%0.98%Q4 2020Q2 20213
CreativeOne Wealth, LLC 330.01%0.01%0.01%Q2 2022Q4 20223
Solano Wealth Management, Inc. 332.89%3.07%3.30%Q1 2023Q3 20233
Gallacher Capital Management LLC 330.15%0.34%0.58%Q4 2022Q2 20233
Williams Financial, LLC 220.23%0.23%0.23%Q1 2021Q2 20212
Waverly Advisors, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
AlphaMark Advisors, LLC 220.01%0.01%0.01%Q3 2020Q4 20202
CMC Financial Group 220.29%0.68%1.08%Q4 2019Q1 20202
Synergy Asset Management, LLC 110.72%0.98%1.24%Q1 2021Q2 20222
RiverTree Advisors, LLC 225.48%5.56%5.63%Q1 2023Q2 20232
WealthBridge Capital Management, LLC 220.03%0.03%0.03%Q4 2018Q1 20192
RELIANCE TRUST CO OF DELAWARE 220.08%0.08%0.08%Q4 2018Q1 20192
Leelyn Smith, LLC 220.02%0.02%0.03%Q4 2019Q1 20202
Camarda Financial Advisors, LLC 110.00%0.01%0.02%Q4 2017Q2 20182
Oakworth Capital, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
WealthTrust Asset Management, LLC 220.20%0.20%0.20%Q4 2022Q1 20232
Headlands Technologies LLC 220.01%0.02%0.02%Q4 2022Q1 20232
True Capital Management 220.83%0.91%0.99%Q4 2022Q1 20232
COMERICA BANK 110.00%0.01%0.02%Q4 2022Q3 20232
Allred Capital Management, LLC 110.04%0.04%0.04%Q4 2019Q1 20212
WT Wealth Management 220.51%0.53%0.55%Q3 2019Q4 20192
Rench Wealth Management, Inc. 220.30%0.35%0.39%Q4 2013Q1 20142
Hilltop Holdings Inc. 220.04%0.05%0.05%Q1 2022Q2 20222
TWO SIGMA INVESTMENTS, LP 110.00%0.01%0.01%Q2 2022Q3 20232
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q4 2021Q3 20232
Farmers & Merchants Trust Co of Chambersburg PA 220.02%0.02%0.02%Q1 2021Q2 20212
Coppell Advisory Solutions Corp. 221.03%1.16%1.28%Q4 2022Q1 20232
SYKON CAPITAL LLC 220.21%0.28%0.34%Q2 2023Q3 20232
Icon Wealth Advisors, LLC 220.31%0.31%0.32%Q3 2022Q4 20222
Lansing Street Advisors 220.02%0.02%0.02%Q1 2023Q2 20232
Asset Management Resources, LLC 220.25%0.26%0.28%Q4 2021Q1 20222
Wealth Quarterback LLC 220.01%0.02%0.02%Q4 2019Q1 20202
Centennial Wealth Advisory LLC 220.18%0.19%0.21%Q2 2023Q3 20232
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q2 2019Q3 20232
Future Financial Wealth Managment LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Avitas Wealth Management LLC 220.12%0.12%0.12%Q3 2019Q4 20192
LEVEL FOUR FINANCIAL, LLC 220.21%0.30%0.39%Q4 2020Q1 20212
New Republic Capital, LLC 220.22%0.23%0.24%Q1 2023Q2 20232
Robertson Stephens Wealth Management, LLC 220.02%0.03%0.03%Q3 2022Q4 20222
Horst & Graben Wealth Management LLC 220.06%0.06%0.06%Q1 2023Q2 20232
Summit Financial, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Sandy Spring Bank 110.00%0.00%0.00%Q4 2021Q2 20222
Bison Wealth, LLC 220.36%0.37%0.37%Q2 2023Q3 20232
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
US FINANCIAL ADVISORS, LLC 220.09%0.09%0.09%Q4 2020Q1 20212
Bridge Advisory, LLC 110.32%0.64%0.95%Q4 2020Q3 20232
Harel Insurance Investments & Financial Services Ltd. 110.01%0.03%0.06%Q3 2016Q4 20172
OKABENA INVESTMENT SERVICES INC 220.04%0.04%0.04%Q2 2023Q3 20232
Elevated Capital Advisors, LLC 220.85%1.76%2.66%Q2 2023Q3 20232
EverSource Wealth Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
STOCK YARDS BANK & TRUST CO 110.01%0.01%0.01%Q1 2023Q3 20232
Sovereign Financial Group, Inc. 220.12%0.12%0.12%Q2 2023Q3 20232
Hochman Cole Investment Advisors, Inc. 220.19%0.37%0.55%Q2 2021Q3 20212
HSBC HOLDINGS PLC 220.01%0.01%0.01%Q3 2017Q4 20172
BUCKINGHAM STRATEGIC PARTNERS, LLC 220.43%0.45%0.46%Q2 2023Q3 20232
Trexquant Investment LP 110.01%0.01%0.01%Q1 2023Q3 20232
Nemes Rush Group LLC 220.01%0.01%0.01%Q2 2023Q3 20232
CENTRAL BANK & TRUST CO 220.01%0.02%0.03%Q3 2020Q4 20202
Naviter Wealth, LLC 221.05%1.10%1.16%Q2 2023Q3 20232
TWO SIGMA ADVISERS, LP 110.00%0.00%0.00%Q3 2022Q3 20232
WEALTH ADVISORS, INC. 220.23%0.66%1.09%Q4 2019Q1 20202
First Command Advisory Services, Inc. 110.00%0.02%0.04%Q2 2022Q3 20232
VERUS CAPITAL PARTNERS, LLC 220.03%0.05%0.06%Q4 2019Q1 20202
Mendel Capital Management LLC 220.20%0.20%0.20%Q4 2021Q1 20222
Catalyst Wealth Management, LLC 222.40%2.74%3.09%Q4 2022Q1 20232
BB&T INVESTMENT SERVICES, INC. 220.02%0.04%0.05%Q3 2017Q4 20172
WEBSTER BANK, N. A. 110.00%0.00%0.00%Q1 2020Q3 20212
BROWN ADVISORY INC 220.00%0.00%0.00%Q3 2022Q4 20222
OLD MISSION CAPITAL LLC 110.05%0.08%0.11%Q2 2019Q4 20192
TFB Advisors LLC 220.16%0.25%0.33%Q2 2023Q3 20232
Bayesian Capital Management, LP 220.06%0.09%0.12%Q1 2020Q2 20202
DOHJ, LLC 221.80%1.96%2.12%Q4 2019Q1 20202
CITY NATIONAL BANK 220.00%0.00%0.00%Q4 2014Q1 20152
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
HORIZON FINANCIAL SERVICES, LLC 220.04%0.04%0.04%Q3 2021Q4 20212
TIAA CREF TRUST CO FSB/MO 220.00%0.00%0.00%Q4 2016Q1 20172
Bellwether Investment Group, LLC 110.15%0.16%0.17%Q2 2016Q4 20162
Vantage Investment Advisors, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
FRANKLIN RESOURCES INC 220.00%0.00%0.00%Q1 2017Q2 20172
KINGSWOOD WEALTH ADVISORS, LLC 220.08%0.42%0.77%Q2 2023Q3 20232
Bruderman Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
IMA Wealth, Inc. 110.00%0.00%0.00%Q2 2018Q4 20212
Ruggie Capital Group 110.00%0.01%0.02%Q1 2017Q4 20182
DRW Securities, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Paragon Wealth Strategies, LLC 115.76%5.76%5.76%Q4 2019Q4 20191
G&S Capital LLC 110.52%0.52%0.52%Q1 2022Q1 20221
20/20 Capital Management, Inc. 110.26%0.26%0.26%Q4 2020Q4 20201
Hibernia Wealth Partners, LLC 110.42%0.42%0.42%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
RITTER DANIHER FINANCIAL ADVISORY LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Truvestments Capital LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Lumature Wealth Partners, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Interchange Capital Partners, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Fisher Asset Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
HBC Financial Services, PLLC 110.00%0.00%0.00%Q2 2023Q2 20231
Winthrop Advisory Group LLC 110.15%0.15%0.15%Q3 2020Q3 20201
LITTLE HOUSE CAPITAL LLC 110.05%0.05%0.05%Q1 2019Q1 20191
Financial Architects, Inc 110.01%0.01%0.01%Q4 2018Q4 20181
Adams Wealth Management 110.01%0.01%0.01%Q3 2020Q3 20201
Capital Wealth Alliance, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Ballentine Partners, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
TCI Wealth Advisors, Inc. 110.09%0.09%0.09%Q1 2020Q1 20201
Wealth Advisory Solutions, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Cherry Tree Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
MBM Wealth Consultants, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
AMERICAN NATIONAL BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Rosenberg Matthew Hamilton 110.01%0.01%0.01%Q2 2020Q2 20201
Capital Wealth Planning, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
N.E.W. Advisory Services LLC 110.50%0.50%0.50%Q3 2023Q3 20231
BCR Wealth Strategies, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
TKG Advisors, LLC 110.20%0.20%0.20%Q1 2022Q1 20221
Private Portfolio Partners LLC 110.06%0.06%0.06%Q3 2023Q3 20231
1900 WEALTH MANAGEMENT LLC 110.02%0.02%0.02%Q2 2021Q2 20211
High Net Worth Advisory Group LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Lebenthal Global Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Advisor Resource Council 110.02%0.02%0.02%Q2 2021Q2 20211
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
WEST MICHIGAN ADVISORS, LLC 111.63%1.63%1.63%Q3 2023Q3 20231
WealthOne, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Beacon Pointe Wealth Advisors, LLC 110.09%0.09%0.09%Q4 2019Q4 20191
Fulcrum Capital LLC 110.11%0.11%0.11%Q3 2021Q3 20211
25 LLC 110.01%0.01%0.01%Q1 2023Q1 20231
ROMANO BROTHERS AND COMPANY 110.02%0.02%0.02%Q4 2022Q4 20221
Full Value Advisors, LLC 110.02%0.02%0.02%Q1 2007Q1 20071
AHL INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Northwest Bank & Trust Co 110.04%0.04%0.04%Q2 2023Q2 20231
FormulaFolio Investments, LLC 110.02%0.02%0.02%Q1 2017Q1 20171
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
EP Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Second Half Financial Partners, LLC 110.84%0.84%0.84%Q2 2023Q2 20231
FIRST FINANCIAL EQUITY CORPORATION 110.07%0.07%0.07%Q1 2017Q1 20171
Canton Hathaway, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Monterey Private Wealth, Inc. 110.10%0.10%0.10%Q1 2023Q1 20231
Magnus Financial Group LLC 110.04%0.04%0.04%Q3 2019Q3 20191
Addison Advisors LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Lenox Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Corient Private Wealth LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Main Management LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Resonant Capital Advisors, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
USCA RIA LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Core Wealth Partners LLC 110.19%0.19%0.19%Q2 2023Q2 20231
Cerity Partners LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Spotlight Asset Group, Inc. 110.11%0.11%0.11%Q2 2020Q2 20201
Ergoteles LLC 110.03%0.03%0.03%Q1 2021Q1 20211
HC Advisors, LLC 111.08%1.08%1.08%Q1 2020Q1 20201
San Luis Wealth Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Delos Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Sanctuary Wealth Management, L.L.C. 110.06%0.06%0.06%Q2 2023Q2 20231
Focused Wealth Management, Inc 110.00%0.00%0.00%Q3 2022Q3 20221
MARINO, STRAM & ASSOCIATES LLC 110.01%0.01%0.01%Q1 2019Q1 20191
QCM Cayman, Ltd. 110.22%0.22%0.22%Q4 2020Q4 20201
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Proficio Capital Partners LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Belvedere Trading LLC 110.03%0.03%0.03%Q1 2021Q1 20211
Heritage Wealth Advisors 110.00%0.00%0.00%Q1 2023Q1 20231
KPP Advisory Services LLC 112.17%2.17%2.17%Q3 2023Q3 20231
Widmann Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Norway Savings Bank 110.01%0.01%0.01%Q4 2016Q4 20161
Miracle Mile Advisors, LLC 110.11%0.11%0.11%Q2 2022Q2 20221
Brendel Financial Advisors LLC 113.22%3.22%3.22%Q4 2019Q4 20191
GUARDIAN WEALTH ADVISORS, LLC / NC 111.29%1.29%1.29%Q4 2021Q4 20211
Stephens Consulting, LLC 110.12%0.12%0.12%Q4 2021Q4 20211
Watson Rebecca 110.00%0.00%0.00%Q2 2020Q2 20201
Chemistry Wealth Management LLC 1110.67%10.67%10.67%Q4 2021Q4 20211
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
NewFocus Financial Group, LLC 110.12%0.12%0.12%Q4 2019Q4 20191
Wellington Shields & Co., LLC 110.12%0.12%0.12%Q4 2019Q4 20191
Cassady Schiller Wealth Management, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Tortoise Investment Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Madrona Financial Services, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Kalos Management, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Riverview Trust Co 110.00%0.00%0.00%Q1 2023Q1 20231
Safeguard Investment Advisory Group, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Strategic Wealth Partners, Ltd. 110.00%0.00%0.00%Q3 2019Q3 20191
Autumn Glory Partners, LLC 110.25%0.25%0.25%Q1 2023Q1 20231
KINGS POINT CAPITAL MANAGEMENT 110.01%0.01%0.01%Q1 2018Q1 20181
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MONUMENTAL FINANCIAL GROUP INC. 110.03%0.03%0.03%Q1 2023Q1 20231
Moser Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
ARMSTRONG ADVISORY GROUP, INC 110.00%0.00%0.00%Q3 2023Q3 20231
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Brand Asset Management Group, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Winch Advisory Services, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
RGT Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Executive Wealth Management, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Parisi Gray Wealth Management 110.01%0.01%0.01%Q4 2017Q4 20171
Exchange Capital Management, Inc. 110.01%0.01%0.01%Q3 2018Q3 20181
Visionary Asset Management, Inc. 110.23%0.23%0.23%Q1 2015Q1 20151
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Ascension Capital Advisors, Inc. 115.01%5.01%5.01%Q4 2019Q4 20191
Laidlaw Wealth Management LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Pitti Group Wealth Management, LLC 110.57%0.57%0.57%Q4 2021Q4 20211
J Arnold Wealth Management Co 111.09%1.09%1.09%Q4 2019Q4 20191
AWM CAPITAL, LLC 110.20%0.20%0.20%Q3 2021Q3 20211
Financial Enhancement Group LLC 110.00%0.00%0.00%Q3 2020Q3 20201
CASTLE WEALTH MANAGEMENT LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Almanack Investment Partners, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
Summit Financial Wealth Advisors, LLC 113.86%3.86%3.86%Q4 2017Q4 20171
Rise Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Bell Rock Capital LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
BUCKINGHAM STRATEGIC WEALTH, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Private Ocean, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q4 2018Q4 20181
HAYS ADVISORY LLC 112.89%2.89%2.89%Q1 2015Q1 20151
Main Line Retirement Advisors, LLC 111.32%1.32%1.32%Q2 2023Q2 20231
XR Securities LLC 110.27%0.27%0.27%Q1 2019Q1 20191
NBC SECURITIES, INC. 110.56%0.56%0.56%Q3 2023Q3 20231
TAP Consulting, LLC 110.30%0.30%0.30%Q3 2023Q3 20231
Tandem Wealth Advisors LLC 110.02%0.02%0.02%Q4 2022Q4 20221
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q1 2014Q1 20141
Latitude Advisors, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
Regent Peak Wealth Advisors LLC 110.01%0.01%0.01%Q4 2020Q4 20201
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
LifePro Asset Management 110.11%0.11%0.11%Q4 2020Q4 20201
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Waterloo Capital, L.P. 110.17%0.17%0.17%Q3 2023Q3 20231
National Wealth Management Group, LLC 110.25%0.25%0.25%Q2 2022Q2 20221
Concord Wealth Partners 110.00%0.00%0.00%Q4 2022Q4 20221
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q2 2022Q2 20221
Kure Advisory, LLC 111.59%1.59%1.59%Q3 2023Q3 20231
Resurgent Financial Advisors LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Halpern Financial, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
American Financial Advisors, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
CHANNEL WEALTH LLC 110.13%0.13%0.13%Q1 2023Q1 20231
Soundwatch Capital LLC 111.73%1.73%1.73%Q4 2022Q4 20221
L & S Advisors Inc 110.08%0.08%0.08%Q1 2023Q1 20231
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
ARROW FINANCIAL CORP 110.02%0.02%0.02%Q3 2018Q3 20181
Mount Yale Investment Advisors, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Diversified Trust Co 110.01%0.01%0.01%Q2 2021Q2 20211
CHIRON CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
WFA of San Diego, LLC 111.28%1.28%1.28%Q2 2020Q2 20201
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Clearwater Capital Advisors, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Advisors Preferred, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Bray Capital Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
DEFINED WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Pinnacle Wealth Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
Envestnet Portfolio Solutions, Inc. 110.07%0.07%0.07%Q3 2023Q3 20231
Financial Services Advisory Inc 112.70%2.70%2.70%Q4 2019Q4 20191
Commonwealth Financial Services, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q3 2021Q3 20211
ALBION FINANCIAL GROUP /UT 110.00%0.00%0.00%Q2 2021Q2 20211
External links

This page lists all the filers that currently own FIRST TR VALUE LINE DIVID IN or have owned FIRST TR VALUE LINE DIVID IN in the past.