FIRST TR EXCHANGE TRADED FD shareholder history

Current and past FIRST TR EXCHANGE TRADED FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
LPL Financial LLC 45450.03%0.06%0.09%Q2 2013Q2 202445
RAYMOND JAMES & ASSOCIATES 45450.01%0.04%0.09%Q2 2013Q2 202445
AMERIPRISE FINANCIAL INC 45450.00%0.00%0.01%Q2 2013Q2 202445
D.A. DAVIDSON & CO. 45450.02%0.10%0.19%Q2 2013Q2 202445
MORGAN STANLEY 45450.01%0.02%0.04%Q2 2013Q2 202445
WELLS FARGO & COMPANY/MN 45450.01%0.03%0.06%Q2 2013Q2 202445
BANK OF AMERICA CORP /DE/ 45450.00%0.01%0.02%Q2 2013Q2 202445
SignalPoint Asset Management, LLC 45450.46%0.95%2.94%Q2 2013Q2 202445
ROYAL BANK OF CANADA 45450.00%0.01%0.01%Q2 2013Q2 202445
ENVESTNET ASSET MANAGEMENT INC 45450.01%0.03%0.10%Q2 2013Q2 202445
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1010.00%0.00%0.01%Q2 2013Q2 202445
US BANCORP \DE\ 43430.00%0.00%0.01%Q4 2013Q2 202443
Cambridge Investment Research Advisors, Inc. 43430.01%0.02%0.06%Q4 2013Q2 202443
Janney Montgomery Scott LLC 32100.01%0.09%0.18%Q3 2013Q2 202442
STIFEL FINANCIAL CORP 42420.00%0.02%0.05%Q1 2014Q2 202442
BENJAMIN F. EDWARDS & COMPANY, INC. 4110.00%0.29%0.78%Q2 2013Q2 202442
STEPHENS INC /AR/ 42420.03%0.05%0.14%Q1 2014Q2 202442
CITIGROUP INC 4010.00%0.00%0.01%Q3 2013Q4 202341
UBS Group AG 39390.01%0.02%0.03%Q4 2014Q2 202439
PNC FINANCIAL SERVICES GROUP, INC. 3810.00%0.00%0.00%Q3 2014Q2 202439
Cetera Advisors LLC 2710.02%0.05%0.09%Q1 2014Q4 202338
OPPENHEIMER & CO INC 38380.01%0.03%0.07%Q1 2015Q2 202438
BANK OF MONTREAL /CAN/ 38380.00%0.00%0.00%Q1 2015Q2 202438
Prospera Financial Services Inc 2910.02%0.17%0.55%Q2 2013Q2 202437
Astor Investment Management LLC 24120.72%3.20%7.98%Q1 2014Q1 202336
Raymond James Financial Services Advisors, Inc. 36360.01%0.08%0.22%Q3 2015Q2 202436
JPMORGAN CHASE & CO 2780.00%0.00%0.00%Q4 2014Q2 202435
UNITED CAPITAL FINANCIAL ADVISORS, LLC 35350.00%0.03%0.11%Q1 2015Q3 202335
Citadel Advisors 1710.00%0.00%0.00%Q1 2014Q2 202435
First Heartland Consultants, Inc. 1810.02%0.29%0.96%Q2 2013Q2 202335
Advisory Services Network, LLC 2110.00%0.15%0.36%Q4 2013Q2 202435
Geneos Wealth Management Inc. 34340.00%0.01%0.04%Q1 2016Q2 202434
Private Advisor Group, LLC 2950.00%0.03%0.11%Q4 2013Q2 202434
JANE STREET GROUP, LLC 1420.00%0.01%0.02%Q1 2014Q2 202434
IFP Advisors, Inc 20140.02%0.09%0.26%Q4 2015Q2 202434
Tower Research Capital LLC (TRC) 1610.00%0.09%0.42%Q2 2014Q2 202434
Financial Enhancement Group LLC 3030.01%2.30%6.20%Q2 2015Q3 202333
Regal Investment Advisors LLC 1310.03%0.10%0.29%Q2 2013Q2 202433
Baird Financial Group, Inc. 3120.00%0.03%0.07%Q3 2015Q2 202433
OLD NATIONAL BANCORP /IN/ 1710.01%0.04%0.19%Q2 2014Q2 202433
CAPTRUST FINANCIAL ADVISORS 3010.00%0.03%0.08%Q4 2015Q2 202433
GOLDMAN SACHS GROUP INC 1610.00%0.00%0.02%Q1 2012Q4 202333
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2710.00%0.00%0.00%Q2 2013Q2 202433
HighTower Advisors, LLC 32320.00%0.01%0.02%Q3 2016Q2 202432
LEVEL FOUR ADVISORY SERVICES, LLC 31310.04%0.14%0.27%Q4 2016Q2 202431
IHT Wealth Management, LLC 31310.00%0.30%0.75%Q4 2016Q2 202431
Atria Investments, Inc 2710.01%0.08%0.19%Q4 2015Q2 202430
Global Retirement Partners, LLC 20100.00%0.01%0.02%Q4 2016Q2 202430
NAVELLIER & ASSOCIATES INC 510.01%1.31%3.86%Q3 2012Q2 202430
FIFTH THIRD BANCORP 2710.00%0.00%0.00%Q1 2016Q2 202429
CREATIVE FINANCIAL DESIGNS INC /ADV 2180.00%0.13%0.42%Q4 2016Q2 202429
CREDIT SUISSE AG/ 1560.00%0.00%0.01%Q2 2013Q4 202029
MML INVESTORS SERVICES, LLC 29290.00%0.14%0.60%Q2 2017Q2 202429
Krilogy Financial LLC 28280.06%0.12%0.39%Q2 2016Q1 202328
Baystate Wealth Management LLC 28280.00%0.00%0.00%Q1 2017Q4 202328
NEXT Financial Group, Inc 14130.00%0.06%0.20%Q2 2014Q4 202127
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.02%0.07%Q2 2013Q4 201927
ATWOOD & PALMER INC 27270.01%0.17%0.35%Q4 2017Q2 202427
RPg Family Wealth Advisory, LLC 940.00%0.17%0.35%Q4 2016Q2 202427
SeaCrest Wealth Management, LLC 27270.04%0.05%0.08%Q4 2017Q2 202427
First Allied Advisory Services, Inc. 27270.01%0.06%0.11%Q1 2014Q3 202027
WEDBUSH SECURITIES INC 2210.02%0.05%0.12%Q1 2015Q2 202427
NewEdge Advisors, LLC 1710.01%0.25%0.54%Q2 2017Q2 202427
Westside Investment Management, Inc. 1810.00%0.01%0.02%Q1 2017Q2 202427
COMMONWEALTH EQUITY SERVICES, LLC 27270.02%0.07%0.13%Q4 2017Q2 202427
BB&T SECURITIES, LLC 26260.01%0.06%0.21%Q2 2013Q3 201926
Cetera Investment Advisers 2330.01%0.04%0.19%Q4 2015Q1 202426
Stratos Wealth Partners, LTD. 2240.01%0.01%0.04%Q4 2017Q2 202426
BLAIR WILLIAM & CO/IL 26260.00%0.00%0.00%Q1 2018Q2 202426
Kingsview Wealth Management, LLC 2320.00%0.20%0.74%Q1 2017Q2 202426
Argent Trust Co 26260.01%0.03%0.08%Q1 2018Q2 202426
CWM, LLC 15110.01%0.13%0.46%Q4 2017Q2 202426
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 26260.00%0.00%0.01%Q1 2018Q2 202426
Cetera Advisor Networks LLC 2510.01%0.03%0.07%Q3 2016Q4 202326
B. Riley Wealth Advisors, Inc. 13120.01%0.03%0.07%Q3 2017Q2 202425
Jaffetilchin Investment Partners, LLC 1710.04%0.16%0.33%Q3 2014Q2 202425
RAYMOND JAMES TRUST N.A. 2230.01%0.01%0.02%Q3 2017Q2 202425
Transamerica Financial Advisors, Inc. 1690.00%0.77%1.91%Q4 2017Q2 202425
RFG Advisory, LLC 25250.02%0.06%0.15%Q2 2018Q2 202425
Steward Partners Investment Advisory, LLC 2140.00%0.01%0.06%Q4 2017Q2 202425
Hochman Cole Investment Advisors, Inc. 24244.68%6.41%7.62%Q4 2015Q3 202124
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.01%0.05%0.16%Q3 2018Q2 202424
AE Wealth Management LLC 24240.01%0.02%0.07%Q3 2018Q2 202424
Clarus Wealth Advisors 2130.06%0.38%0.58%Q2 2018Q2 202424
Creative Planning 1510.00%0.00%0.01%Q2 2013Q2 202424
FMR LLC 24240.00%0.00%0.00%Q3 2018Q2 202424
Milestone Advisory Partners 24240.26%0.44%0.59%Q4 2017Q3 202324
Sargent Investment Group, LLC 23230.07%0.19%0.29%Q4 2018Q2 202423
Capital Investment Advisory Services, LLC 23230.00%0.01%0.03%Q4 2018Q2 202423
Eukles Asset Management 23230.00%0.01%0.07%Q4 2018Q2 202423
M&T BANK CORP 2110.00%0.00%0.00%Q3 2014Q4 202023
TFG Advisers LLC 23230.38%0.48%0.58%Q4 2018Q2 202423
Bogart Wealth, LLC 23230.00%0.00%0.03%Q4 2018Q2 202423
FIRST TRUST ADVISORS LP 1670.00%0.70%1.41%Q2 2013Q3 202123
B. Riley Wealth Management, Inc. 1660.00%0.52%2.11%Q1 2014Q2 202222
SRS Capital Advisors, Inc. 1320.13%0.16%0.23%Q3 2018Q2 202422
Ashton Thomas Private Wealth, LLC 22220.02%0.12%0.23%Q1 2019Q2 202422
Beacon Pointe Advisors, LLC 22220.01%0.03%0.11%Q1 2019Q2 202422
WINTRUST INVESTMENTS LLC 1840.03%0.37%0.69%Q2 2016Q4 202122
O'Dell Group, LLC 2010.01%4.00%6.94%Q4 2017Q4 202322
Capital Analysts, LLC 21210.00%0.01%0.02%Q2 2019Q2 202421
ASSETMARK, INC 1110.00%0.00%0.04%Q3 2013Q1 202321
SALEM INVESTMENT COUNSELORS INC 21210.00%0.00%0.00%Q2 2019Q2 202421
Mutual Advisors, LLC 21210.02%0.04%0.07%Q2 2019Q2 202421
Virtue Capital Management, LLC 830.33%1.17%1.64%Q4 2017Q2 202421
MGO ONE SEVEN LLC 1810.01%0.21%0.39%Q4 2017Q2 202321
First Horizon Advisors, Inc. 1710.00%0.14%1.25%Q1 2014Q4 201921
Glen Eagle Advisors, LLC 21210.00%0.01%0.02%Q4 2016Q4 202121
American Portfolios Advisors 20200.01%0.04%0.12%Q4 2017Q3 202220
Simplicity Solutions, LLC 1280.01%0.23%1.87%Q4 2014Q4 202020
Beaumont Financial Partners, LLC 20200.12%0.99%1.99%Q4 2013Q3 201820
CENTAURUS FINANCIAL, INC. 1810.01%0.08%0.20%Q4 2017Q1 202320
Sigma Planning Corp 1710.01%0.05%0.14%Q2 2015Q4 202120
Allworth Financial LP 20200.00%0.00%0.00%Q3 2019Q2 202420
NewSquare Capital LLC 20200.00%2.51%4.05%Q3 2017Q2 202220
HUNTINGTON NATIONAL BANK 1280.00%0.00%0.00%Q2 2017Q2 202420
StoneX Group Inc. 19190.06%0.50%0.88%Q2 2017Q4 202119
Cornerstone Wealth Management, LLC 19190.04%0.26%0.54%Q4 2016Q2 202119
Genesee Capital Advisors, LLC 1220.84%8.19%12.08%Q4 2018Q2 202419
Advisors Preferred, LLC 610.00%0.05%0.42%Q4 2013Q1 202119
Global Financial Private Client, LLC 19190.03%0.06%0.13%Q4 2019Q2 202419
HL FINANCIAL SERVICES LLC 19190.01%0.08%0.20%Q3 2014Q1 201919
Arkadios Wealth Advisors 19190.08%0.31%0.72%Q4 2019Q2 202419
Ausdal Financial Partners, Inc. 1510.07%0.15%0.23%Q4 2015Q2 202419
Capital Wealth Alliance, LLC 19190.35%0.80%1.24%Q4 2019Q2 202419
Quad-Cities Investment Group, LLC 19190.25%0.55%0.85%Q1 2018Q3 202219
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
9258 Wealth Management, LLC 19190.07%0.10%0.15%Q4 2019Q2 202419
Clear Creek Financial Management, LLC 1530.08%0.30%2.36%Q4 2019Q2 202418
RVW Wealth, LLC 18180.67%1.37%2.64%Q1 2020Q2 202418
Triton Wealth Management, PLLC 18182.71%4.70%7.42%Q1 2020Q2 202418
FIRST FINANCIAL CORP /IN/ 18180.00%0.01%0.04%Q2 2013Q3 201718
TRUIST FINANCIAL CORP 18180.02%0.03%0.04%Q4 2019Q1 202418
AVIANCE CAPITAL MANAGEMENT, LLC 810.00%0.17%0.83%Q2 2013Q1 201918
OSAIC HOLDINGS, INC. 18180.02%0.05%0.12%Q1 2020Q2 202418
Commonwealth Equity Services, Inc 18180.00%0.01%0.02%Q2 2013Q3 201718
WFG Advisors, LP 17170.01%0.03%0.04%Q2 2013Q2 201717
Flaharty Asset Management, LLC 1610.02%0.24%0.35%Q4 2018Q3 202317
BESSEMER GROUP INC 1520.00%0.00%0.00%Q3 2015Q2 202417
Aspire Private Capital, LLC 17170.00%0.05%0.17%Q4 2018Q4 202217
Aptus Capital Advisors, LLC 17170.00%0.00%0.00%Q2 2020Q2 202417
Kovack Advisors, Inc. 17170.02%0.07%0.11%Q4 2017Q4 202117
J Arnold Wealth Management Co 17170.00%2.11%17.94%Q4 2019Q4 202317
Realta Investment Advisors 1120.00%0.10%0.21%Q1 2019Q2 202417
Asset Dedication, LLC 17170.00%0.01%0.02%Q2 2020Q2 202417
SPC Financial, Inc. 17170.10%0.42%0.64%Q4 2017Q4 202117
Madden Advisory Services, Inc. 610.01%0.14%0.23%Q2 2014Q3 202117
HM PAYSON & CO 17170.00%0.00%0.00%Q2 2020Q2 202417
D.B. Root & Company, LLC 17170.12%0.47%1.33%Q4 2017Q4 202117
&PARTNERS 1420.01%0.60%1.35%Q2 2020Q2 202416
Qube Research & Technologies Ltd 820.00%0.01%0.07%Q4 2019Q2 202416
BKS ADVISORS, LLC 16160.10%0.18%0.24%Q2 2015Q1 201916
Rockefeller Capital Management L.P. 16160.00%0.00%0.01%Q3 2020Q2 202416
Gateway Advisory, LLC 710.73%1.55%2.66%Q4 2017Q3 202216
WASHINGTON TRUST BANK 1510.00%0.00%0.00%Q4 2014Q1 201916
Foresight Wealth Management, LLC 16160.01%0.18%0.54%Q4 2018Q3 202216
IFG Advisory, LLC 1210.04%0.07%0.10%Q3 2019Q2 202416
Kestra Advisory Services, LLC 16160.01%0.02%0.04%Q3 2020Q2 202416
Hexagon Capital Partners LLC 16160.01%0.01%0.02%Q3 2020Q2 202416
Shamrock Asset Management LLC 810.00%3.44%10.16%Q4 2013Q2 201916
KESTRA PRIVATE WEALTH SERVICES, LLC 16160.02%0.07%0.13%Q3 2020Q2 202416
Venture Visionary Partners LLC 15150.02%0.07%0.20%Q4 2020Q2 202415
HAYS ADVISORY LLC 810.03%1.71%3.95%Q1 2014Q3 201815
TruWealth Advisors, LLC 15150.05%0.07%0.11%Q4 2020Q2 202415
IFC Holdings Incorporated/FL 15150.03%0.08%0.30%Q2 2014Q4 201715
KEYBANK NATIONAL ASSOCIATION/OH 15150.00%0.00%0.01%Q4 2020Q2 202415
DEUTSCHE BANK AG\ 810.00%0.00%0.00%Q3 2013Q3 202315
FLOW TRADERS U.S. LLC 810.00%0.06%0.25%Q3 2016Q2 202415
Founders Financial Alliance, LLC 15150.00%0.04%0.08%Q3 2020Q1 202415
Kesler, Norman & Wride, LLC 15150.19%0.24%0.35%Q4 2020Q2 202415
Cedar Brook Financial Partners, LLC 1410.07%0.10%0.13%Q2 2020Q1 202415
Risk Paradigm Group, LLC 1320.44%0.95%2.10%Q1 2015Q4 201815
COMERICA BANK 810.00%0.00%0.00%Q3 2013Q2 202415
Destiny Wealth Partners, LLC 15150.04%0.06%0.08%Q4 2020Q2 202415
AlphaMark Advisors, LLC 1110.00%0.00%0.01%Q2 2013Q4 202115
TrueWealth Advisors, LLC 15150.11%0.21%0.46%Q4 2020Q2 202415
MTM Investment Management, LLC 15150.80%1.03%1.33%Q4 2020Q2 202415
Advisor Group, Inc. 15150.01%0.04%0.13%Q2 2016Q4 201915
MinichMacGregor Wealth Management, LLC 740.36%1.23%1.86%Q4 2017Q4 202115
Kowal Investment Group, LLC 15151.38%1.85%2.53%Q4 2020Q2 202415
Financial Architects, Inc 860.00%0.01%0.01%Q1 2016Q2 202014
BROWN BROTHERS HARRIMAN & CO 14140.00%0.00%0.00%Q1 2021Q2 202414
Good Life Advisors, LLC 860.02%0.07%0.12%Q4 2016Q4 202114
Royal Fund Management, LLC 14140.00%0.07%0.27%Q4 2016Q1 202014
MCF Advisors LLC 1040.01%0.01%0.01%Q4 2020Q2 202414
OneDigital Investment Advisors LLC 820.00%0.01%0.02%Q3 2017Q1 202414
Global Financial Private Capital, Inc 14140.08%0.20%0.31%Q1 2017Q2 202014
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.03%Q3 2014Q2 202414
FDx Advisors, Inc. 770.01%0.09%0.37%Q2 2013Q2 201814
Claraphi Advisory Network, LLC 14140.17%0.37%0.49%Q4 2017Q1 202114
Carroll Financial Associates, Inc. 1310.00%0.00%0.01%Q3 2016Q4 202014
WASHINGTON TRUST Co 14140.00%0.00%0.00%Q1 2021Q2 202414
Spire Wealth Management 14140.05%0.11%0.18%Q1 2021Q2 202414
TWO SIGMA SECURITIES, LLC 210.00%0.06%0.34%Q2 2015Q4 202314
Old North State Trust, LLC 610.04%0.06%0.09%Q3 2018Q1 202314
Pinnacle Family Advisors, LLC 510.24%0.44%1.37%Q1 2017Q1 202313
Chicago Partners Investment Group LLC 710.01%0.03%0.24%Q4 2015Q2 202413
Delos Wealth Advisors, LLC 13130.13%0.17%0.23%Q2 2021Q2 202413
HARVEST GROUP WEALTH MANAGEMENT, LLC 13130.00%0.37%1.15%Q4 2017Q4 202013
Secure Asset Management, LLC 1030.04%1.58%2.82%Q4 2019Q2 202413
Concorde Asset Management, LLC 710.15%0.36%0.94%Q4 2014Q1 202013
Virtu Financial LLC 410.02%0.15%0.29%Q2 2013Q3 201913
FOUNDERS FINANCIAL SECURITIES LLC 940.08%0.18%0.26%Q4 2017Q1 202113
MSI Financial Services Inc 13130.04%0.07%0.10%Q4 2013Q4 201613
Financial Advocates Investment Management 760.03%0.18%0.32%Q2 2018Q3 202113
HARBOUR INVESTMENTS, INC. 940.02%0.06%0.10%Q1 2021Q2 202413
Institute for Wealth Management, LLC. 610.04%0.04%0.05%Q4 2019Q2 202413
SII INVESTMENTS INC/WI 1020.03%0.07%0.13%Q2 2014Q4 201712
SUNTRUST BANKS INC 12120.01%0.04%0.06%Q4 2016Q3 201912
BREITER CAPITAL MANAGEMENT INC 710.18%0.30%0.49%Q3 2018Q1 202212
Intrua Financial, LLC 12120.10%0.16%0.23%Q2 2020Q1 202312
Sunbelt Securities, Inc. 610.01%0.03%0.05%Q4 2016Q2 202412
Harel Insurance Investments & Financial Services Ltd. 12120.01%0.03%0.05%Q1 2018Q4 202012
DAVENPORT & Co LLC 930.00%0.00%0.01%Q2 2021Q2 202412
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.02%Q2 2013Q1 201612
Horizon Investments, LLC 910.01%0.02%0.03%Q4 2017Q1 202112
Renaissance Technologies 310.00%0.00%0.00%Q1 2018Q3 202212
EPG Wealth Management LLC 810.01%0.03%0.06%Q1 2020Q2 202412
Claro Advisors LLC 12120.17%0.25%0.40%Q4 2018Q3 202112
HFG Advisors, Inc. 11110.33%0.65%1.75%Q4 2021Q2 202411
FAS Wealth Partners, Inc. 740.00%0.00%0.00%Q3 2021Q2 202411
Schrum Private Wealth Management LLC 11112.65%2.94%3.73%Q4 2021Q2 202411
CarsonAllaria Wealth Management, Ltd. 11110.00%0.01%0.01%Q4 2021Q2 202411
Country Club Trust Company, n.a. 520.02%0.03%0.04%Q4 2017Q4 202111
LFA - Lugano Financial Advisors SA 11110.03%0.05%0.17%Q1 2021Q3 202311
Paragon Private Wealth Management, LLC 11111.08%1.53%2.17%Q4 2021Q2 202411
WMG Financial Advisors, LLC 11110.38%0.56%1.13%Q4 2021Q2 202411
Quantum Private Wealth, LLC 11110.07%0.15%0.17%Q4 2021Q2 202411
Apeiron RIA LLC 11110.03%0.27%0.66%Q4 2021Q2 202411
MANUFACTURERS LIFE INSURANCE COMPANY, THE 11110.00%0.00%0.00%Q4 2015Q2 201811
Moors & Cabot, Inc. 650.04%0.06%0.09%Q2 2014Q1 201811
Snowden Capital Advisors LLC 1010.00%0.11%0.18%Q1 2018Q4 202111
MAI Capital Management 11110.14%0.20%0.28%Q4 2021Q2 202411
SG Americas Securities, LLC 310.00%0.01%0.03%Q3 2013Q3 201811
Apollon Wealth Management, LLC 11110.03%0.06%0.10%Q4 2021Q2 202411
Advisory Alpha, LLC 1010.00%0.85%2.97%Q4 2017Q3 202011
Global Trust Asset Management, LLC 710.00%0.10%0.49%Q4 2017Q1 202211
Socha Financial Group, LLC 11112.11%2.62%3.61%Q4 2021Q2 202411
BDO Wealth Advisors, LLC 10100.01%0.01%0.02%Q1 2021Q2 202310
Fulcrum Equity Management 410.72%5.55%14.60%Q1 2019Q1 202310
Elevated Capital Advisors, LLC 310.09%0.13%0.24%Q1 2019Q1 202310
Accel Wealth Management 10100.04%0.13%0.26%Q4 2020Q1 202310
WealthShield Partners, LLC 610.01%0.05%0.22%Q4 2017Q1 202410
NATIONAL PLANNING CORP 710.02%0.04%0.08%Q3 2014Q3 201710
Atria Wealth Solutions, Inc. 10100.01%0.02%0.02%Q1 2022Q2 202410
FLAGSHIP HARBOR ADVISORS, LLC 10100.01%0.01%0.02%Q2 2018Q3 202010
Sterling Manor Financial, LLC 10100.26%0.36%0.47%Q4 2020Q1 202310
BAROMETER CAPITAL MANAGEMENT INC. 430.10%0.21%0.49%Q1 2014Q3 201910
BENJAMIN EDWARDS INC 510.01%0.05%0.11%Q1 2020Q2 202410
GeoWealth Management, LLC 910.07%0.25%0.94%Q3 2019Q1 202210
Larson Financial Group LLC 410.00%0.00%0.00%Q2 2019Q1 202410
CoreCap Advisors, LLC 550.11%0.20%0.38%Q4 2021Q2 202410
Beacon Capital Management, LLC 10100.01%0.01%0.01%Q1 2022Q2 202410
Tyler-Stone Wealth Management 550.14%0.15%0.17%Q4 2021Q2 202410
Hayden Royal, LLC 540.13%0.20%0.32%Q1 2019Q2 20219
Valeo Financial Advisors, LLC 810.00%0.01%0.01%Q3 2017Q1 20219
Argentus Capital Management, LLC 990.04%0.13%0.25%Q3 2014Q3 20169
GUARDIAN WEALTH ADVISORS, LLC / NC 990.00%0.00%0.00%Q2 2022Q2 20249
WEALTH ADVISORS, INC. 990.14%0.20%0.31%Q1 2020Q1 20229
Wealthcare Advisory Partners LLC 610.00%0.02%0.05%Q1 2018Q1 20219
AlphaStar Capital Management, LLC 990.20%0.53%1.03%Q1 2018Q1 20209
Stonebridge Financial Planning Group, LLC 990.07%0.09%0.10%Q4 2019Q4 20219
Bay Harbor Wealth Management, LLC 990.00%0.05%0.10%Q4 2018Q4 20209
Advisor Resource Council 510.02%0.07%0.11%Q2 2021Q1 20249
TD Waterhouse Canada Inc. 720.00%0.00%0.00%Q4 2021Q2 20249
Freedom Investment Management, Inc. 810.01%0.04%0.06%Q1 2015Q2 20199
Strategic Blueprint, LLC 810.00%0.15%0.27%Q3 2019Q2 20249
Blue Trust, Inc. 990.00%0.00%0.00%Q2 2022Q2 20249
PRIVATE TRUST CO NA 990.02%0.02%0.02%Q2 2022Q2 20249
Vestmark Advisory Solutions, Inc. 990.05%0.51%1.02%Q2 2022Q2 20249
MARINER INDEPENDENT ADVISOR NETWORK, LLC 610.03%0.15%0.42%Q2 2017Q1 20209
Global Wealth Management Investment Advisory, Inc. 990.01%0.01%0.02%Q4 2018Q4 20209
Leelyn Smith, LLC 880.00%0.03%0.12%Q4 2019Q3 20218
Virtu KCG Holdings LLC 410.01%0.01%0.03%Q1 2014Q2 20178
VSR Financial Services, Inc. 880.09%0.11%0.12%Q3 2013Q2 20158
Financial Gravity Asset Management, Inc. 320.00%0.01%0.03%Q1 2018Q1 20248
BBVA USA Bancshares, Inc. 880.34%0.38%0.40%Q2 2013Q1 20158
Choice Wealth Advisors, LLC 883.70%4.32%4.74%Q3 2022Q2 20248
Equitable Holdings, Inc. 610.00%0.01%0.01%Q4 2020Q2 20248
Dorsey Wright & Associates 880.28%0.37%0.48%Q4 2017Q3 20198
AVANTAX ADVISORY SERVICES, INC. 510.00%0.03%0.08%Q4 2019Q2 20248
VALLEY NATIONAL ADVISERS INC 880.00%0.05%0.08%Q3 2022Q2 20248
SAGE PRIVATE WEALTH GROUP, LLC 880.02%0.03%0.06%Q4 2020Q3 20228
Bank of New York Mellon Corp 880.00%0.00%0.00%Q2 2021Q1 20238
Mariner, LLC 880.00%0.00%0.00%Q3 2022Q2 20248
FORTE CAPITAL LLC /ADV 620.03%0.03%0.04%Q4 2021Q2 20248
Focus Financial Network, Inc. 220.01%0.02%0.03%Q3 2020Q2 20248
Hobart Private Capital, LLC 880.16%0.20%0.25%Q2 2018Q1 20208
Legend Financial Advisors, Inc. 880.01%0.01%0.01%Q3 2022Q2 20248
Gradient Investments LLC 710.00%0.00%0.00%Q4 2019Q2 20248
Sowell Financial Services LLC 770.00%0.02%0.09%Q3 2019Q1 20217
Concord Wealth Partners 770.00%0.00%0.01%Q4 2020Q2 20227
Johnson Financial Group, Inc. 770.00%0.00%0.01%Q1 2015Q3 20167
Integrity Financial Corp /WA 770.10%0.10%0.11%Q4 2022Q2 20247
Quadrant Private Wealth Management, LLC 310.08%0.09%0.11%Q2 2022Q2 20247
1776 Wealth LLC 770.19%0.25%0.31%Q4 2019Q2 20217
WEALTHSOURCE PARTNERS, LLC 610.06%0.34%1.21%Q1 2017Q2 20197
20/20 Capital Management, Inc. 770.14%0.36%0.58%Q4 2019Q2 20217
Cyndeo Wealth Partners, LLC 770.03%0.03%0.03%Q4 2022Q2 20247
JUNCTURE WEALTH STRATEGIES, LLC 770.14%0.46%1.18%Q2 2018Q4 20197
HERITAGE WEALTH MANAGEMENT, LLC 430.03%0.05%0.10%Q1 2021Q4 20227
Retirement Planning Group, LLC 770.03%0.03%0.04%Q4 2022Q2 20247
PGIM Custom Harvest LLC 770.02%0.03%0.06%Q4 2022Q2 20247
Capital Asset Advisory Services LLC 610.00%0.00%0.01%Q4 2019Q4 20217
INVESTMENT CENTERS OF AMERICA INC 520.02%0.04%0.06%Q1 2015Q4 20167
THRIVENT FINANCIAL FOR LUTHERANS 770.00%0.00%0.00%Q3 2014Q1 20167
PARAMETRIC PORTFOLIO ASSOCIATES LLC 770.03%0.07%0.10%Q2 2013Q4 20147
FormulaFolio Investments, LLC 310.05%0.15%0.27%Q4 2015Q4 20197
Worth Financial Advisory Group, LLC 770.25%0.31%0.37%Q4 2022Q2 20247
WIN ADVISORS, INC 510.00%0.99%5.13%Q4 2021Q1 20247
Placemark Investments, Inc. 770.07%0.19%0.31%Q2 2013Q4 20147
Visionary Asset Management, Inc. 410.00%0.16%0.36%Q3 2013Q4 20167
Voya Financial Advisors, Inc. 310.01%0.05%0.06%Q1 2017Q1 20216
Premia Global Advisors, LLC 660.35%2.31%3.98%Q2 2018Q3 20196
COUNTRY CLUB BANK 510.02%0.02%0.02%Q1 2022Q2 20246
MONEY CONCEPTS CAPITAL CORP 310.02%0.17%0.94%Q4 2020Q4 20226
L. Roy Papp & Associates, LLP 510.03%0.03%0.03%Q2 2022Q2 20246
L & S Advisors Inc 660.04%0.19%0.25%Q1 2023Q2 20246
TUCKER ASSET MANAGEMENT LLC 210.00%0.00%0.01%Q4 2020Q2 20246
Ameritas Investment Company, LLC 310.00%0.01%0.05%Q4 2018Q1 20216
WealthTrust Fairport, LLC 660.07%0.10%0.11%Q4 2017Q1 20196
Donald L. Hagan, LLC 660.17%0.54%1.18%Q1 2018Q2 20196
Eudaimonia Partners, LLC 660.03%0.04%0.05%Q4 2019Q1 20216
F-Squared Investment Management, LLC 663.78%6.17%8.41%Q3 2013Q4 20146
Parkside Financial Bank & Trust 660.00%0.00%0.00%Q2 2017Q3 20186
Nilsine Partners, LLC 660.03%0.04%0.05%Q1 2023Q2 20246
Ruggie Capital Group 660.20%1.82%8.50%Q2 2018Q3 20196
UBS AG 660.01%0.01%0.02%Q2 2013Q3 20146
Atlas Private Wealth Management, LLC 660.02%0.02%0.02%Q4 2019Q1 20216
SYNOVUS FINANCIAL CORP 310.00%0.00%0.01%Q2 2013Q2 20206
CX Institutional 210.00%0.05%0.13%Q3 2018Q4 20226
LifePlan Financial Group, Inc 420.01%0.01%0.01%Q4 2018Q3 20206
Integrated Wealth Concepts LLC 660.01%0.02%0.06%Q2 2021Q3 20226
Kraft, Davis & Associates, LLC 510.08%0.10%0.13%Q4 2022Q2 20246
Certified Advisory Corp 510.00%0.00%0.01%Q2 2019Q1 20216
Coppell Advisory Solutions LLC 310.00%0.53%1.70%Q4 2020Q2 20246
AdvisorNet Financial, Inc 660.00%0.00%0.00%Q4 2018Q1 20206
GPS Wealth Strategies Group, LLC 660.00%0.00%0.00%Q1 2023Q2 20246
Prime Capital Investment Advisors, LLC 510.01%0.01%0.01%Q4 2022Q2 20246
Winslow, Evans & Crocker, Inc. 550.04%0.05%0.07%Q4 2013Q4 20145
NORTHWEST WEALTH MANAGEMENT, LLC 550.11%0.12%0.12%Q1 2018Q1 20195
VisionPoint Advisory Group, LLC 550.08%0.10%0.14%Q1 2019Q1 20205
BARRETT & COMPANY, INC. 550.01%0.01%0.01%Q2 2023Q2 20245
NEW ENGLAND SECURITIES CORP /MA/ 410.01%0.07%0.29%Q3 2013Q4 20145
Compass Ion Advisors, LLC 410.06%0.12%0.18%Q2 2020Q4 20215
Private Portfolio Partners LLC 550.09%0.13%0.16%Q1 2023Q1 20245
DB Wealth Management Group, LLC 550.01%0.02%0.03%Q4 2020Q4 20215
AXXCESS WEALTH MANAGEMENT, LLC 320.02%0.02%0.04%Q4 2021Q1 20235
Avior Wealth Management, LLC 320.00%0.00%0.00%Q4 2021Q3 20235
SkyOak Wealth, LLC 550.20%0.26%0.30%Q4 2019Q4 20205
Cascadia Advisory Services, LLC 320.08%0.10%0.14%Q2 2020Q3 20215
Cypress Wealth Services, LLC 550.07%0.09%0.11%Q1 2020Q1 20215
Independent Portfolio Consultants, Inc. 110.01%0.01%0.03%Q2 2014Q2 20175
CreativeOne Wealth, LLC 320.02%0.33%0.80%Q2 2019Q1 20215
Mirae Asset Global Investments Co., Ltd. 550.01%0.05%0.08%Q4 2014Q4 20155
Cresset Asset Management, LLC 550.00%0.00%0.00%Q2 2023Q2 20245
Koshinski Asset Management, Inc. 320.00%0.03%0.06%Q3 2020Q1 20225
ICA Group Wealth Management, LLC 320.01%0.04%0.06%Q4 2022Q1 20245
Harvest Investment Services, LLC 550.19%0.27%0.38%Q1 2019Q1 20205
Total Clarity Wealth Management, Inc. 210.00%0.08%0.15%Q4 2019Q4 20215
Gateway Wealth Partners, LLC 550.04%0.13%0.22%Q2 2023Q2 20245
Alexandria Capital, LLC 550.01%0.01%0.01%Q2 2013Q2 20145
Rehmann Capital Advisory Group 320.00%0.01%0.01%Q1 2018Q2 20195
Baker Avenue Asset Management, LP 410.01%0.39%1.54%Q2 2015Q1 20235
Financial Management Professionals, Inc. 320.79%1.29%2.00%Q1 2014Q3 20195
B. Riley Financial, Inc. 440.25%0.30%0.39%Q3 2017Q2 20184
IronBridge Private Wealth, LLC 311.73%2.44%4.44%Q3 2021Q2 20244
VALLEY WEALTH MANAGERS, INC. 440.23%0.34%0.65%Q3 2023Q2 20244
Penserra Capital Management LLC 110.00%0.07%0.15%Q3 2018Q2 20204
NBC SECURITIES, INC. 440.00%0.00%0.00%Q3 2023Q2 20244
TOWER TRUST Co 440.80%1.14%1.48%Q2 2013Q1 20144
Arete Wealth Advisors, LLC 210.00%0.01%0.02%Q4 2022Q2 20244
Lloyd Advisory Services, LLC. 440.00%0.00%0.01%Q4 2019Q3 20204
PARK AVENUE SECURITIES LLC 440.00%0.00%0.01%Q3 2023Q2 20244
DHJJ Financial Advisors, Ltd. 440.00%0.00%0.00%Q3 2023Q2 20244
Impact Partnership Wealth, LLC 440.05%0.07%0.08%Q3 2023Q2 20244
JONES FINANCIAL COMPANIES LLLP 310.00%0.00%0.00%Q1 2021Q2 20244
LEVEL FOUR FINANCIAL, LLC 440.10%0.11%0.11%Q4 2020Q3 20214
Cypress Capital, LLC 220.00%0.29%0.63%Q4 2018Q1 20214
LINCOLN NATIONAL CORP 310.00%0.01%0.01%Q4 2019Q4 20234
Western Wealth Management, LLC 440.02%0.02%0.02%Q4 2021Q3 20224
Golden State Wealth Management, LLC 310.00%0.00%0.00%Q1 2019Q1 20204
Envestnet Portfolio Solutions, Inc. 440.00%0.00%0.00%Q3 2023Q2 20244
TOTAL INVESTMENT MANAGEMENT INC 445.75%8.98%11.60%Q4 2018Q3 20194
MUFG Americas Holdings Corp 440.00%0.00%0.00%Q4 2021Q3 20224
TriaGen Wealth Management LLC 440.96%0.98%1.00%Q4 2020Q3 20214
CEDAR CAPITAL, LLC 440.11%0.12%0.14%Q3 2016Q2 20174
Summit Financial, LLC 310.02%0.02%0.02%Q2 2023Q2 20244
Gladstone Institutional Advisory LLC 310.14%0.24%0.30%Q2 2019Q4 20214
Marks Wealth, LLC 310.07%0.09%0.12%Q4 2020Q1 20224
Axiom Investment Management LLC 440.03%0.10%0.24%Q1 2019Q4 20194
HRT FINANCIAL LP 110.00%0.29%0.84%Q3 2015Q2 20243
BAIRD ROBERT W & CO INC /WI/ 330.00%0.00%0.01%Q3 2014Q1 20153
Elk River Wealth Management, LLC 330.05%0.05%0.05%Q2 2021Q4 20213
Acorn Wealth Advisors, LLC 330.02%0.02%0.02%Q4 2017Q2 20183
Apollon Financial, LLC 330.14%0.15%0.16%Q4 2023Q2 20243
PRINCIPAL SECURITIES, INC. 330.00%0.00%0.01%Q4 2023Q2 20243
WealthPLAN Partners, LLC 210.00%0.00%0.01%Q1 2015Q2 20233
Householder Group Estate & Retirement Specialist, LLC 110.00%0.19%0.55%Q3 2022Q3 20233
REGIONS FINANCIAL CORP 330.00%0.00%0.00%Q4 2014Q2 20153
WCG Wealth Advisors LLC 220.00%0.03%0.04%Q2 2022Q3 20223
EP Wealth Advisors, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Tidemark, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.02%0.04%0.06%Q4 2014Q3 20193
Bellwether Investment Group, LLC 110.01%0.79%2.34%Q2 2016Q4 20173
Richard W. Paul & Associates, LLC 330.00%0.03%0.05%Q4 2022Q2 20233
Independent Advisor Alliance 210.08%0.10%0.14%Q4 2019Q2 20213
Semmax Financial Advisors Inc. 330.00%0.01%0.01%Q4 2018Q2 20193
THOROUGHBRED FINANCIAL SERVICES, LLC 330.02%0.02%0.03%Q4 2023Q2 20243
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 330.07%0.07%0.08%Q4 2023Q2 20243
TWO SIGMA ADVISERS, LP 330.00%0.00%0.01%Q3 2023Q1 20243
Private Advisory Group LLC 210.27%0.38%0.61%Q4 2018Q4 20203
Savior LLC 330.21%2.36%5.17%Q4 2019Q2 20203
NORTHSTAR WEALTH PARTNERS LLC 330.12%0.24%0.45%Q4 2017Q2 20183
Northwest Financial Advisors 330.01%0.01%0.01%Q4 2023Q2 20243
RF&L WEALTH MANAGEMENT, LLC 330.17%0.17%0.17%Q4 2023Q2 20243
Stablepoint Partners, LLC 330.05%0.11%0.16%Q4 2023Q2 20243
Novak & Powell Financial Services, Inc. 330.95%1.03%1.15%Q4 2023Q2 20243
WealthTrust Asset Management, LLC 330.14%0.17%0.18%Q2 2021Q4 20213
Arden Trust Co 330.08%0.09%0.10%Q2 2019Q4 20193
Orion Portfolio Solutions, LLC 330.00%0.00%0.01%Q4 2019Q2 20203
GTS SECURITIES LLC 210.00%0.00%0.01%Q2 2023Q1 20243
RELIANCE TRUST CO OF DELAWARE 330.06%0.15%0.21%Q3 2018Q1 20193
Cavalier Investments, LLC 330.13%0.16%0.21%Q1 2017Q3 20173
Cape Investment Advisory, Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
Sargent Bickham Lagudis LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Transcendent Capital Group LLC 330.08%0.08%0.08%Q4 2023Q2 20243
Concurrent Investment Advisors, LLC 330.08%0.11%0.17%Q4 2023Q2 20243
KINGSWOOD WEALTH ADVISORS, LLC 220.03%0.05%0.07%Q2 2023Q3 20232
VitalStone Financial, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
MYCIO WEALTH PARTNERS, LLC 220.01%0.01%0.01%Q3 2019Q4 20192
Princeton Global Asset Management LLC 110.01%0.02%0.03%Q1 2019Q4 20202
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 220.00%0.00%0.00%Q3 2023Q4 20232
Corient Private Wealth LLC 220.00%0.00%0.00%Q1 2024Q2 20242
FIRETHORN WEALTH PARTNERS, LLC 110.15%0.15%0.16%Q2 2023Q4 20232
Strategic Wealth Partners, Ltd. 220.00%0.00%0.00%Q1 2018Q2 20182
Procyon Advisors, LLC 220.02%0.02%0.03%Q4 2019Q1 20202
GSA CAPITAL PARTNERS LLP 110.02%0.03%0.04%Q4 2020Q2 20242
CIBC Private Wealth Group LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Belvedere Trading LLC 110.00%0.00%0.00%Q2 2024Q2 20242
ADVANTAGE INVESTMENT MANAGEMENT, LLC 220.07%0.07%0.07%Q3 2015Q4 20152
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Well Done, LLC 110.02%0.02%0.02%Q1 2018Q4 20182
Gilliland Jeter Wealth Management LLC 220.02%0.03%0.03%Q1 2024Q2 20242
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q3 2013Q1 20142
SAXON INTERESTS, INC. 220.14%0.26%0.38%Q4 2021Q1 20222
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
STIFEL NICOLAUS & CO INC \MO\ 220.05%0.05%0.06%Q2 2013Q3 20132
Edge Advisors, LLC 110.00%0.00%0.00%Q4 2016Q2 20172
Advisors Capital Management, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
OLD MISSION CAPITAL LLC 220.02%0.06%0.10%Q1 2022Q2 20222
Coppell Advisory Solutions Corp. 110.00%0.14%0.27%Q4 2022Q1 20242
Keystone Wealth Services, LLC 220.12%0.13%0.14%Q4 2021Q1 20222
Walkner Condon Financial Advisors LLC 220.50%0.52%0.54%Q4 2019Q1 20202
BlackRock Finance, Inc. 220.00%0.00%0.00%Q1 2019Q2 20192
AFAM CAPITAL, INC. 220.05%0.06%0.08%Q2 2015Q3 20152
SECURITY NATIONAL TRUST CO 220.01%0.01%0.01%Q4 2019Q1 20202
Sound Income Strategies, LLC 110.00%0.00%0.00%Q3 2018Q4 20192
VERUS CAPITAL PARTNERS, LLC 220.02%0.05%0.09%Q4 2019Q1 20202
ZACKS INVESTMENT MANAGEMENT 110.00%0.00%0.00%Q2 2023Q4 20232
OAK HARBOR WEALTH PARTNERS, LLC 220.08%0.08%0.09%Q4 2021Q1 20222
Timber Hill LLC 220.00%0.00%0.00%Q2 2013Q3 20132
Financial Gravity Companies, Inc. 110.01%0.01%0.01%Q1 2018Q4 20182
SCOTIA CAPITAL INC. 110.00%0.00%0.00%Q4 2020Q4 20212
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q2 2019Q3 20212
Beirne Wealth Consulting Services, LLC 220.18%0.19%0.20%Q2 2019Q3 20192
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
Cutler Group LLC / CA 110.00%0.00%0.00%Q4 2017Q2 20192
Continuum Advisory, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
FIRST INTERSTATE BANK 220.00%0.00%0.00%Q3 2019Q4 20192
Brookstone Capital Management 220.00%1.03%2.06%Q2 2015Q3 20152
M Holdings Securities, Inc. 110.02%0.02%0.02%Q1 2021Q1 20222
Doyle Wealth Management 110.01%0.01%0.01%Q4 2018Q2 20192
Goodwin Investment Advisory 220.01%0.01%0.01%Q4 2021Q1 20222
Plante Moran Financial Advisors, LLC 110.00%0.01%0.03%Q3 2017Q1 20202
WESPAC Advisors, LLC 221.54%1.67%1.81%Q1 2015Q2 20152
HHM Wealth Advisors, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
D. E. Shaw & Co., Inc. 220.00%0.00%0.00%Q1 2024Q2 20242
Lee Financial Co 220.00%0.00%0.00%Q3 2023Q4 20232
Americana Partners, LLC 220.02%0.02%0.02%Q1 2024Q2 20242
FARMERS & MERCHANTS INVESTMENTS INC 220.00%0.00%0.00%Q4 2023Q1 20242
One Charles Private Wealth Services, LLC 220.09%0.09%0.09%Q1 2024Q2 20242
Csenge Advisory Group 220.02%0.03%0.05%Q3 2023Q4 20232
Copperwynd Financial, LLC 221.19%1.42%1.65%Q4 2017Q1 20182
COMERICA SECURITIES INC 220.11%0.11%0.12%Q2 2015Q3 20152
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q1 2020Q4 20222
SEI INVESTMENTS CO 110.00%0.00%0.00%Q3 2015Q2 20162
CULLEN/FROST BANKERS, INC. 220.01%0.01%0.01%Q2 2015Q3 20152
TOWNSQUARE CAPITAL LLC 110.00%0.00%0.00%Q2 2024Q2 20241
WBI INVESTMENTS, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Elser Financial Planning, Inc 110.16%0.16%0.16%Q2 2024Q2 20241
Jefferies Group LLC 110.01%0.01%0.01%Q2 2014Q2 20141
Crosspoint Capital Strategies, LLC 110.21%0.21%0.21%Q4 2015Q4 20151
QUADRANT CAPITAL GROUP LLC 110.03%0.03%0.03%Q2 2020Q2 20201
tru Independence LLC 110.00%0.00%0.00%Q4 2019Q4 20191
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q2 2018Q2 20181
CITY HOLDING CO 110.00%0.00%0.00%Q1 2021Q1 20211
Capital Square, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
GENWORTH FINANCIAL INC 110.05%0.05%0.05%Q2 2013Q2 20131
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
DAYMARK WEALTH PARTNERS, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
WEALTHFRONT Corp 110.00%0.00%0.00%Q2 2015Q2 20151
Parallel Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 110.06%0.06%0.06%Q4 2020Q4 20201
Measured Wealth Private Client Group, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
ACCURATE INVESTMENT SOLUTIONS, INC. 110.00%0.00%0.00%Q1 2020Q1 20201
Lebenthal Global Advisors, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
ARCADIA INVESTMENT MANAGEMENT CORP/MI 110.01%0.01%0.01%Q1 2018Q1 20181
FOCUS FINANCIAL NETWORK INC /ADV 110.03%0.03%0.03%Q4 2023Q4 20231
COMERICA SECURITIES,INC. 110.01%0.01%0.01%Q4 2022Q4 20221
Outlook Wealth Advisors, LLC 110.27%0.27%0.27%Q4 2018Q4 20181
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Zions Bancorporation, N.A. 110.01%0.01%0.01%Q2 2024Q2 20241
FEDERATED HERMES, INC. 110.00%0.00%0.00%Q3 2019Q3 20191
Portfolio Solutions, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 110.31%0.31%0.31%Q2 2024Q2 20241
Vantage Financial Partners Ltd., Inc. 110.22%0.22%0.22%Q4 2016Q4 20161
Advocacy Wealth Management Services, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Mosaic Family Wealth, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q2 2024Q2 20241
Redhawk Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Strategic Capital Alternatives LLC 110.01%0.01%0.01%Q3 2014Q3 20141
GREENWOOD GEARHART INC 110.01%0.01%0.01%Q4 2023Q4 20231
Wagner Wealth Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Focused Wealth Management, Inc 110.04%0.04%0.04%Q4 2018Q4 20181
HAP Trading, LLC 110.07%0.07%0.07%Q2 2021Q2 20211
Stratos Wealth Advisors, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Segment Wealth Management, LLC 110.46%0.46%0.46%Q2 2018Q2 20181
Pinkerton Retirement Specialists, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Align Wealth Management, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Ancora Advisors LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Brand Asset Management Group, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
GLENMEDE TRUST CO NA 110.00%0.00%0.00%Q1 2016Q1 20161
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
VALLEY FINANCIAL MANAGEMENT, INC. 110.74%0.74%0.74%Q2 2023Q2 20231
Camarda Financial Advisors, LLC 110.05%0.05%0.05%Q1 2019Q1 20191
BREMER TRUST NATIONAL ASSOCIATION 110.00%0.00%0.00%Q4 2018Q4 20181
PURSUE WEALTH PARTNERS LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Bangor Savings Bank 110.00%0.00%0.00%Q3 2023Q3 20231
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Lake Point Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
BRASS TAX WEALTH MANAGEMENT, INC 112.28%2.28%2.28%Q1 2024Q1 20241
Empower Advisory Group, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Alpine Global Management, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
KNIGHT CAPITAL GROUP LLC 110.33%0.33%0.33%Q2 2013Q2 20131
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
MOTCO 110.00%0.00%0.00%Q4 2014Q4 20141
EXENCIAL WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q1 2013Q1 20131
SIGNATUREFD, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
BB&T INVESTMENT SERVICES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
Aveo Capital Partners, LLC 110.14%0.14%0.14%Q4 2016Q4 20161
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Regent Peak Wealth Advisors LLC 110.01%0.01%0.01%Q4 2020Q4 20201
SouthState Corp 110.00%0.00%0.00%Q4 2022Q4 20221
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Fernwood Investment Management, LLC 110.20%0.20%0.20%Q4 2013Q4 20131
J.P. Morgan Private Wealth Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Lubar & Co., Inc 111.44%1.44%1.44%Q2 2015Q2 20151
Trexquant Investment LP 110.09%0.09%0.09%Q1 2020Q1 20201
Arlington Partners LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Heritage Trust Co 110.00%0.00%0.00%Q4 2017Q4 20171
BNC WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
LifeSteps Financial, Inc. 110.00%0.00%0.00%Q1 2024Q1 20241
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q2 2024Q2 20241
Parisi Gray Wealth Management 110.00%0.00%0.00%Q1 2018Q1 20181
Merit Financial Group, LLC 110.06%0.06%0.06%Q1 2019Q1 20191
Strategic Financial Concepts, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
FIFTH LANE CAPITAL, LP 110.15%0.15%0.15%Q4 2021Q4 20211
FSB PREMIER WEALTH MANAGEMENT, INC. 110.02%0.02%0.02%Q4 2021Q4 20211
BLODGETT WEALTH ADVISORS, LLC 110.16%0.16%0.16%Q4 2021Q4 20211
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q3 2021Q3 20211
Private Ocean, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Valued Wealth Advisors LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Claybrook Capital, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
TOBIAS FINANCIAL ADVISORS, INC. 110.01%0.01%0.01%Q4 2019Q4 20191
IAMS WEALTH MANAGEMENT, LLC 110.11%0.11%0.11%Q2 2023Q2 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Anchor Investment Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
MRA Advisory Group 110.17%0.17%0.17%Q3 2021Q3 20211
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.01%0.01%0.01%Q3 2020Q3 20201
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
External links

This page lists all the filers that currently own FIRST TR EXCHANGE TRADED FD or have owned FIRST TR EXCHANGE TRADED FD in the past.