FIRST TR EXCHANGE TRADED FD shareholder history

Current and past FIRST TR EXCHANGE TRADED FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2610.00%0.00%0.00%Q3 2013Q3 202385
Citadel Advisors 2420.00%0.00%0.00%Q1 2014Q3 202376
Cutler Group LLC / CA 21100.00%0.01%0.09%Q4 2015Q3 202369
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202356
BANK OF AMERICA CORP /DE/ 42420.00%0.09%0.31%Q2 2013Q3 202345
LPL Financial LLC 42420.01%0.05%0.14%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.01%0.01%0.03%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%0.10%0.30%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.01%0.02%0.03%Q2 2013Q3 202342
WOLVERINE TRADING, LLC 610.00%0.00%0.01%Q1 2017Q3 202342
GOLDMAN SACHS GROUP INC 2220.00%0.00%0.00%Q2 2012Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.01%0.05%0.18%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.03%Q2 2013Q3 202342
NORTHSTAR ASSET MANAGEMENT Co LLC 42420.76%1.52%2.56%Q2 2013Q3 202342
Kistler-Tiffany Companies, LLC 41410.04%0.08%0.15%Q2 2013Q2 202341
Highlander Capital Management, LLC 40400.00%0.09%0.25%Q4 2013Q3 202340
RAYMOND JAMES & ASSOCIATES 40400.00%0.02%0.04%Q4 2013Q3 202340
BANK HAPOALIM BM 40400.13%0.88%9.30%Q4 2013Q3 202340
Creative Planning 3360.00%0.00%0.00%Q4 2013Q3 202339
JANE STREET GROUP, LLC 1110.00%0.00%0.03%Q1 2014Q3 202339
US BANCORP \DE\ 39390.00%0.00%0.00%Q1 2014Q3 202339
AMERIPRISE FINANCIAL INC 3440.00%0.00%0.01%Q4 2013Q3 202338
HighTower Advisors, LLC 36360.00%0.01%0.02%Q4 2014Q3 202336
D.A. DAVIDSON & CO. 19170.00%0.02%0.06%Q2 2013Q3 202336
UBS Group AG 36360.00%0.02%0.04%Q4 2014Q3 202336
Capital Advisors, Ltd. LLC 34340.01%0.01%0.05%Q4 2013Q1 202234
JPMORGAN CHASE & CO 3210.00%0.00%0.00%Q3 2014Q3 202333
Cambridge Investment Research Advisors, Inc. 3210.01%0.04%0.11%Q4 2014Q3 202333
STIFEL FINANCIAL CORP 2440.00%0.01%0.03%Q4 2014Q3 202333
BANK OF MONTREAL /CAN/ 2410.00%0.00%0.00%Q1 2014Q3 202332
Kovack Advisors, Inc. 32320.06%0.12%0.31%Q4 2015Q3 202332
IFP Advisors, Inc 17140.00%0.06%0.21%Q4 2015Q3 202331
Raymond James Financial Services Advisors, Inc. 17140.00%0.04%0.08%Q4 2015Q3 202331
Advisory Services Network, LLC 2730.00%0.01%0.02%Q1 2016Q3 202330
Winslow, Evans & Crocker, Inc. 29290.00%0.05%0.35%Q4 2013Q4 202029
Private Advisor Group, LLC 2810.01%0.07%0.22%Q3 2014Q3 202329
Stratos Wealth Partners, LTD. 28280.02%0.10%0.46%Q4 2016Q3 202328
Tower Research Capital LLC (TRC) 910.00%0.05%0.22%Q2 2014Q3 202328
Geneos Wealth Management Inc. 1830.00%0.01%0.20%Q1 2016Q3 202328
Steward Partners Investment Advisory, LLC 27270.00%0.01%0.04%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.05%Q2 2013Q4 201927
J.P. Morgan Private Wealth Advisors LLC 2610.00%0.01%0.02%Q4 2016Q3 202327
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 26260.01%0.03%0.04%Q2 2017Q3 202326
Avior Wealth Management, LLC 26260.00%0.00%0.01%Q2 2017Q3 202326
BLAIR WILLIAM & CO/IL 26260.00%0.00%0.01%Q2 2017Q3 202326
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2310.00%0.01%0.03%Q2 2014Q3 202326
Cetera Advisors LLC 2330.02%0.02%0.04%Q1 2014Q3 202326
MML INVESTORS SERVICES, LLC 26260.04%0.13%0.30%Q2 2017Q3 202326
Janney Montgomery Scott LLC 25250.00%0.02%0.05%Q3 2017Q3 202325
Sigma Planning Corp 2410.03%0.10%0.26%Q4 2015Q3 202325
Bank of New York Mellon Corp 24240.00%0.00%0.00%Q3 2016Q2 202224
Carroll Financial Associates, Inc. 24240.00%0.00%0.01%Q1 2016Q4 202124
FIFTH THIRD BANCORP 24240.00%0.00%0.00%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.01%0.02%0.03%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.03%0.05%Q4 2017Q3 202324
Global Retirement Partners, LLC 1070.00%0.00%0.01%Q4 2016Q3 202324
SeaCrest Wealth Management, LLC 24240.01%0.08%0.16%Q4 2017Q3 202324
Prospera Financial Services Inc 24240.04%0.17%0.47%Q4 2017Q3 202324
Cetera Advisor Networks LLC 24240.01%0.03%0.05%Q4 2017Q3 202324
Archford Capital Strategies, LLC 23230.08%0.37%0.56%Q2 2014Q4 201923
CIBC WORLD MARKET INC. 23230.00%0.01%0.04%Q1 2018Q3 202323
TELEMUS CAPITAL, LLC 2210.01%0.05%0.07%Q4 2017Q3 202323
CAPTRUST FINANCIAL ADVISORS 1030.00%0.00%0.00%Q2 2017Q3 202323
SCOTIA CAPITAL INC. 23230.00%0.01%0.02%Q1 2018Q3 202323
Migdal Insurance & Financial Holdings Ltd. 23230.00%0.04%0.11%Q1 2018Q3 202323
ENVESTNET ASSET MANAGEMENT INC 2110.00%0.01%0.06%Q3 2014Q3 202323
Glassman Wealth Services 2210.01%0.09%0.16%Q3 2016Q3 202323
SMITH, MOORE & CO. 23230.07%0.10%0.15%Q1 2018Q3 202323
CIBC Private Wealth Group, LLC 1330.00%0.00%0.00%Q4 2017Q3 202322
USCA RIA LLC 1710.02%0.03%0.06%Q2 2015Q2 202122
AE Wealth Management LLC 22220.01%0.09%0.22%Q2 2018Q3 202322
BDO Wealth Advisors, LLC 1480.00%0.01%0.01%Q2 2017Q2 202322
Plante Moran Financial Advisors, LLC 1110.00%0.00%0.01%Q4 2015Q3 202322
Harel Insurance Investments & Financial Services Ltd. 22220.00%0.01%0.05%Q2 2018Q3 202322
CWM, LLC 1110.00%0.01%0.02%Q3 2017Q3 202322
NewEdge Advisors, LLC 2110.01%0.03%0.06%Q2 2017Q3 202322
LINCOLN NATIONAL CORP 22220.01%0.03%0.05%Q4 2017Q1 202322
Acorn Wealth Advisors, LLC 1930.01%0.39%0.69%Q4 2017Q3 202322
Financial Advocates Investment Management 22220.05%0.15%0.37%Q2 2018Q3 202322
SYNOVUS FINANCIAL CORP 1290.00%0.00%0.01%Q2 2018Q3 202321
Ahrens Investment Partners LLC 2010.10%0.25%0.58%Q4 2017Q1 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.15%0.29%Q3 2018Q3 202321
Wealthcare Advisory Partners LLC 1380.00%0.01%0.03%Q2 2018Q3 202321
Parallax Volatility Advisers, L.P. 1910.00%0.00%0.00%Q4 2014Q1 202221
StoneX Group Inc. 1920.10%0.54%1.02%Q2 2017Q2 202321
Capital Investment Advisory Services, LLC 20200.00%0.19%0.38%Q4 2018Q3 202320
Winch Advisory Services, LLC 1710.00%0.05%0.39%Q2 2014Q3 202320
SCHRODER INVESTMENT MANAGEMENT GROUP 1610.00%0.00%0.00%Q3 2017Q3 202320
NEXT Financial Group, Inc 1320.00%0.11%0.26%Q2 2014Q4 202120
Mariner, LLC 1280.01%0.01%0.02%Q2 2016Q3 202320
Patriot Financial Group Insurance Agency, LLC 20200.01%0.05%0.11%Q3 2017Q2 202220
FORTE CAPITAL LLC /ADV 1280.03%0.09%0.14%Q1 2015Q1 202220
American Portfolios Advisors 20200.00%0.03%0.06%Q4 2017Q3 202220
Larson Financial Group LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
B. Riley Wealth Advisors, Inc. 1510.00%0.18%0.47%Q2 2014Q3 202320
FMR LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
&PARTNERS 20200.18%0.43%0.71%Q4 2018Q3 202320
Snowden Capital Advisors LLC 1280.01%0.15%0.31%Q3 2018Q3 202320
Pinnacle Bancorp, Inc. 20200.01%0.01%0.02%Q4 2018Q3 202320
MEITAV INVESTMENT HOUSE LTD 1710.04%0.14%0.33%Q1 2018Q3 202320
1832 Asset Management L.P. 1720.00%0.00%0.00%Q4 2014Q3 202319
FLAGSHIP HARBOR ADVISORS, LLC 1810.00%0.11%0.57%Q2 2018Q1 202319
Rockefeller Capital Management L.P. 19190.01%0.02%0.06%Q1 2019Q3 202319
Segment Wealth Management, LLC 19190.11%0.25%0.61%Q1 2019Q3 202319
ALPINE WOODS CAPITAL INVESTORS, LLC 1450.03%0.06%0.15%Q4 2018Q3 202319
Jaffetilchin Investment Partners, LLC 19190.06%0.47%0.94%Q1 2019Q3 202319
CITY HOLDING CO 19190.00%0.09%0.21%Q1 2019Q3 202319
Pacific Center for Financial Services 1810.01%0.01%0.02%Q4 2016Q3 202119
Baird Financial Group, Inc. 1810.00%0.00%0.01%Q4 2015Q3 202319
SALEM INVESTMENT COUNSELORS INC 18180.00%0.00%0.00%Q2 2019Q3 202318
Laurel Wealth Advisors LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
MEANS INVESTMENT CO., INC. 18180.03%0.11%0.16%Q1 2019Q2 202318
Sunbelt Securities, Inc. 18180.02%0.13%0.26%Q2 2019Q3 202318
CNB Bank 18180.00%0.00%0.01%Q4 2018Q1 202318
Cardan Capital Partners, LLC 1310.05%0.26%0.54%Q3 2016Q3 202118
CREATIVE FINANCIAL DESIGNS INC /ADV 18180.00%0.11%0.19%Q2 2019Q3 202318
Gladstone Institutional Advisory LLC 1530.02%0.26%0.66%Q4 2018Q3 202318
Tradewinds Capital Management, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
Belpointe Asset Management LLC 720.01%0.04%0.12%Q3 2017Q1 202318
Claybrook Capital, LLC 990.30%0.93%2.32%Q1 2019Q3 202318
BAROMETER CAPITAL MANAGEMENT INC. 1510.01%0.37%0.94%Q4 2015Q1 202118
HM PAYSON & CO 18180.00%0.00%0.00%Q2 2019Q3 202318
IHT Wealth Management, LLC 930.00%0.06%0.52%Q4 2016Q3 202318
LexAurum Advisors, LLC 1320.06%0.13%0.19%Q2 2018Q3 202317
VALLEY NATIONAL ADVISERS INC 1070.00%0.00%0.00%Q1 2019Q3 202317
MARINER INDEPENDENT ADVISOR NETWORK, LLC 17170.04%0.19%1.06%Q3 2018Q3 202217
Bedel Financial Consulting, Inc. 17170.01%0.04%0.06%Q1 2018Q1 202217
Bogart Wealth, LLC 1250.00%0.13%0.74%Q4 2018Q1 202317
SUMITOMO MITSUI FINANCIAL GROUP, INC. 17170.02%0.12%0.22%Q3 2019Q3 202317
WFG Advisors, LP 17170.00%0.01%0.02%Q2 2013Q2 201717
Anfield Capital Management, LLC 16160.34%0.62%0.94%Q4 2019Q3 202316
Mascoma Wealth Management LLC 1240.01%0.09%0.27%Q3 2018Q3 202316
IFG Advisory, LLC 1510.02%0.21%0.53%Q3 2019Q3 202316
Arkadios Wealth Advisors 16160.09%0.16%0.28%Q4 2019Q3 202316
Kingsview Wealth Management, LLC 1220.02%0.06%0.12%Q1 2019Q3 202316
Keebeck Wealth Management, LLC 16160.20%0.45%0.75%Q4 2019Q3 202316
1776 Wealth LLC 16160.47%0.63%0.75%Q4 2019Q3 202316
Stonebridge Financial Planning Group, LLC 16160.21%1.10%1.60%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.01%0.05%0.07%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.01%0.02%Q4 2019Q3 202316
DFPG INVESTMENTS, LLC 16160.05%0.21%0.40%Q4 2019Q3 202316
Fernwood Investment Management, LLC 16160.08%0.13%0.17%Q4 2019Q3 202316
Allworth Financial LP 16160.00%0.00%0.00%Q4 2019Q3 202316
SIGNATUREFD, LLC 1410.00%0.00%0.00%Q2 2019Q3 202315
First Horizon Advisors, Inc. 640.00%0.00%0.00%Q1 2019Q3 202315
Commonwealth Equity Services, Inc 15150.00%0.01%0.02%Q1 2014Q3 201715
BNP PARIBAS FINANCIAL MARKETS 15150.00%0.00%0.00%Q1 2020Q3 202315
First Allied Advisory Services, Inc. 15150.01%0.05%0.10%Q1 2017Q3 202015
OSAIC HOLDINGS, INC. 15150.02%0.05%0.08%Q1 2020Q3 202315
Valeo Financial Advisors, LLC 15150.00%0.01%0.01%Q3 2017Q1 202115
QUADRANT CAPITAL GROUP LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
Mutual Advisors, LLC 15150.05%0.12%0.19%Q1 2020Q3 202315
Capital Analysts, LLC 1140.00%0.33%0.76%Q4 2018Q3 202315
Wagner Wealth Management, LLC 1230.01%0.03%0.06%Q1 2018Q3 202315
AlphaMark Advisors, LLC 15150.00%0.01%0.01%Q4 2016Q2 202015
Western Wealth Management, LLC 870.04%0.11%0.18%Q4 2019Q3 202315
AVANTAX ADVISORY SERVICES, INC. 1410.01%0.05%0.09%Q4 2019Q3 202315
E&G Advisors, LP 15150.13%0.22%0.26%Q1 2020Q3 202315
Cornerstone Wealth Management, LLC 1020.01%0.15%0.33%Q2 2018Q3 202315
Parallel Advisors, LLC 510.00%0.00%0.00%Q2 2018Q3 202315
Moloney Securities Asset Management, LLC 15150.07%0.29%0.41%Q4 2016Q2 202015
Psagot Value Holdings Ltd. 15150.00%0.07%0.51%Q1 2018Q3 202115
CENTAURUS FINANCIAL, INC. 710.01%0.07%0.34%Q1 2018Q3 202315
WASHINGTON TRUST Co 15150.00%0.00%0.00%Q1 2020Q3 202315
TRUSTCORE FINANCIAL SERVICES, LLC 15150.00%0.02%0.02%Q2 2019Q4 202215
FULTON BANK, N.A. 15150.08%0.09%0.11%Q2 2020Q4 202315
Advisor Group, Inc. 15150.01%0.02%0.08%Q2 2016Q4 201915
Cetera Investment Advisers 1210.01%0.03%0.07%Q3 2018Q3 202314
Concentrum Wealth Management 14141.13%1.60%1.85%Q4 2018Q1 202214
CREDIT SUISSE AG/ 1010.00%0.00%0.00%Q1 2013Q3 202314
PINNACLE ASSOCIATES LTD 14140.01%0.05%0.13%Q2 2020Q3 202314
BRANDYWINE OAK PRIVATE WEALTH LLC 950.03%0.04%0.05%Q4 2018Q2 202214
Atria Investments, Inc 1220.01%0.04%0.08%Q3 2019Q3 202314
Prestige Wealth Management Group LLC 1310.04%0.63%0.80%Q1 2019Q3 202314
Aptus Capital Advisors, LLC 14140.02%0.03%0.06%Q2 2020Q3 202314
WADE G W & INC 14140.07%0.63%1.14%Q2 2020Q3 202314
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 14140.00%0.01%0.03%Q1 2019Q2 202214
Moors & Cabot, Inc. 950.02%0.05%0.10%Q1 2017Q2 202214
HBK Sorce Advisory LLC 14140.01%0.02%0.02%Q2 2020Q3 202314
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 14140.02%0.05%0.09%Q2 2020Q3 202314
Emerald Advisors, LLC 14140.08%0.10%0.13%Q2 2020Q3 202314
MGO ONE SEVEN LLC 1210.00%0.09%0.18%Q4 2018Q3 202314
JFS WEALTH ADVISORS, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
MSI Financial Services Inc 1310.00%0.03%0.09%Q2 2013Q4 201614
EXENCIAL WEALTH ADVISORS, LLC 14140.02%0.03%0.04%Q2 2020Q3 202314
Cavalier Investments, LLC 14141.48%2.79%5.14%Q4 2019Q1 202314
Cordasco Financial Network 14140.01%0.02%0.03%Q1 2019Q2 202214
Arete Wealth Advisors, LLC 950.02%0.05%0.13%Q4 2018Q2 202214
Pinnacle Wealth Management Advisory Group, LLC 14140.03%0.21%0.52%Q2 2020Q3 202314
GLENMEDE TRUST CO NA 810.00%0.00%0.00%Q4 2014Q1 202214
Reitz Capital Advisors LLC 13130.30%0.44%0.81%Q4 2018Q4 202113
WEDBUSH SECURITIES INC 13130.02%0.07%0.16%Q3 2019Q3 202213
Campbell Wealth Management 1120.03%0.04%0.05%Q2 2020Q3 202313
J.W. COLE ADVISORS, INC. 810.02%0.04%0.06%Q4 2019Q3 202313
Compagnie Lombard Odier SCmA 1210.00%0.00%0.01%Q2 2018Q3 202313
Founders Financial Alliance, LLC 13130.02%0.04%0.05%Q3 2020Q3 202313
Princeton Global Asset Management LLC 13130.07%0.16%0.58%Q2 2019Q2 202213
Semmax Financial Advisors Inc. 13130.00%0.01%0.08%Q4 2018Q4 202113
BlackRock Inc. 1210.00%0.00%0.00%Q3 2017Q1 202313
Ellis Investment Partners, LLC 13130.01%0.01%0.02%Q3 2019Q3 202213
OneDigital Investment Advisors LLC 940.01%0.02%0.04%Q2 2017Q3 202313
Kestra Advisory Services, LLC 13130.04%0.12%0.21%Q3 2020Q3 202313
Parkside Financial Bank & Trust 1120.00%0.00%0.00%Q2 2018Q3 202313
Rathbones Group PLC 13130.01%0.03%0.07%Q3 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.03%0.07%0.18%Q3 2020Q3 202313
Flaharty Asset Management, LLC 12120.01%0.50%0.87%Q4 2020Q3 202312
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1010.00%0.03%0.17%Q3 2016Q3 202212
Vontobel Holding Ltd. 12120.00%0.01%0.01%Q4 2020Q3 202312
HRT FINANCIAL LP 720.00%0.03%0.07%Q2 2020Q3 202312
EDMOND DE ROTHSCHILD HOLDING S.A. 610.00%0.02%0.07%Q3 2017Q3 202312
Front Row Advisors LLC 12120.00%0.00%0.00%Q3 2020Q2 202312
Proquility Private Wealth Partners, LLC 12120.81%1.20%2.04%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.01%0.07%0.22%Q4 2020Q3 202312
Quad-Cities Investment Group, LLC 660.10%0.15%0.20%Q2 2018Q1 202212
Main Street Financial Solutions, LLC 12120.08%0.13%0.22%Q4 2020Q3 202312
Evercore Wealth Management, LLC 12120.00%0.00%0.00%Q1 2015Q4 201712
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
MTM Investment Management, LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
GPS Wealth Strategies Group, LLC 930.08%0.16%0.26%Q3 2020Q3 202312
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q3 2015Q3 202312
DEUTSCHE BANK AG\ 610.00%0.00%0.00%Q3 2013Q2 202112
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 720.12%0.16%0.24%Q2 2018Q4 202112
Integrated Wealth Concepts LLC 12120.02%0.12%0.16%Q4 2020Q3 202312
Colonial Trust Advisors 840.01%0.03%0.06%Q2 2020Q3 202312
TPG Financial Advisors, LLC 11111.38%3.26%5.11%Q2 2020Q4 202211
Sargent Bickham Lagudis LLC 11110.00%0.00%0.00%Q2 2017Q4 201911
Gradient Investments LLC 610.00%0.00%0.00%Q4 2015Q3 202311
Simplicity Solutions, LLC 11110.04%0.14%0.22%Q2 2018Q4 202011
TCG Advisory Services, LLC 11110.11%0.25%0.42%Q1 2021Q3 202311
STEPHENS INC /AR/ 11110.01%0.05%0.08%Q3 2018Q1 202111
FIRST TRUST ADVISORS LP 11110.00%0.00%0.00%Q1 2021Q3 202311
ALBION FINANCIAL GROUP /UT 1010.00%0.00%0.01%Q4 2020Q3 202311
Concord Wealth Partners 740.00%0.01%0.02%Q4 2020Q3 202311
BENJAMIN EDWARDS INC 11110.00%0.04%0.08%Q1 2020Q3 202211
IRON Financial LLC 810.10%0.15%0.19%Q1 2019Q1 202211
Golden State Wealth Management, LLC 710.02%0.16%0.36%Q1 2019Q1 202211
Stonebridge Capital Advisors LLC 650.00%0.00%0.00%Q2 2019Q2 202211
Providence Capital Advisors, LLC 1010.01%0.01%0.03%Q4 2017Q4 202011
Portfolio Strategies, Inc. 650.03%4.08%9.25%Q2 2018Q2 202111
MANUFACTURERS LIFE INSURANCE COMPANY, THE 11110.00%0.00%0.00%Q1 2016Q3 201811
Spire Wealth Management 11110.02%0.07%0.26%Q1 2021Q3 202311
Qube Research & Technologies Ltd 410.00%0.04%0.13%Q4 2019Q3 202311
PEAK6 Investments LLC 550.00%0.00%0.01%Q1 2022Q1 202311
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 830.05%0.13%0.21%Q3 2020Q3 202311
BESSEMER GROUP INC 430.00%0.00%0.00%Q2 2018Q3 202311
Phoenix Holdings Ltd. 730.01%0.02%0.09%Q3 2019Q1 202210
FARMERS & MERCHANTS INVESTMENTS INC 10100.00%0.00%0.00%Q2 2021Q3 202310
Syverson Strege & Co 10100.00%0.01%0.02%Q4 2020Q1 202310
HOWE & RUSLING INC 910.00%0.00%0.00%Q4 2020Q2 202310
Total Clarity Wealth Management, Inc. 910.03%0.57%0.83%Q4 2019Q2 202210
Sonora Investment Management, LLC 10100.00%0.01%0.02%Q2 2019Q3 202110
First Heartland Consultants, Inc. 10100.02%0.22%0.40%Q2 2020Q3 202210
Thomas J. Herzfeld Advisors, Inc. 10100.00%0.00%0.00%Q2 2014Q3 201610
MONEY CONCEPTS CAPITAL CORP 820.10%0.21%0.29%Q4 2020Q3 202310
BAKER TILLY WEALTH MANAGEMENT, LLC 730.02%0.04%0.08%Q4 2020Q3 202310
Douglass Winthrop Advisors, LLC 10100.01%0.01%0.02%Q4 2019Q1 202210
Asset Dedication, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 710.00%0.01%0.02%Q2 2014Q1 201910
Acropolis Investment Management, LLC 820.01%0.01%0.02%Q2 2020Q3 202310
HARBOUR INVESTMENTS, INC. 640.02%0.05%0.09%Q1 2021Q3 202310
West Branch Capital LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
SUNTRUST BANKS INC 10100.00%0.00%0.00%Q2 2017Q3 201910
MERCER GLOBAL ADVISORS INC /ADV 10100.00%0.00%0.00%Q2 2021Q3 202310
Derbend Asset Management 10100.31%0.72%1.35%Q2 2021Q3 202310
REILLY FINANCIAL ADVISORS, LLC 10100.00%0.00%0.00%Q3 2019Q4 202110
Cypress Capital Management LLC (WY) 10100.02%0.02%0.02%Q1 2019Q2 202110
PALLADIEM, LLC 10101.55%2.19%3.13%Q1 2021Q2 202310
Titus Wealth Management 992.96%4.79%5.93%Q2 2020Q2 20229
Orion Portfolio Solutions, LLC 990.04%0.08%0.19%Q4 2019Q4 20219
AFFINITY WEALTH MANAGEMENT LLC 546.18%7.85%8.87%Q4 2016Q4 20199
Royal Fund Management, LLC 990.01%0.02%0.02%Q1 2018Q1 20209
Crescent Grove Advisors, LLC 990.08%0.15%0.22%Q2 2020Q2 20229
Beaumont Financial Partners, LLC 810.02%0.03%0.06%Q4 2015Q2 20229
HOLLENCREST CAPITAL MANAGEMENT 990.70%0.84%1.06%Q4 2013Q4 20159
Certified Advisory Corp 710.00%0.00%0.00%Q2 2018Q1 20219
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 630.00%0.02%0.04%Q2 2013Q4 20179
Activest Wealth Management 810.00%0.09%0.39%Q1 2021Q3 20239
Brinker Capital Investments, LLC 990.05%0.15%0.31%Q2 2019Q2 20219
PECAUT & CO. 990.00%0.40%1.27%Q2 2021Q2 20239
Willingdon Wealth Management 990.01%0.04%0.06%Q1 2018Q1 20209
Global Wealth Management Investment Advisory, Inc. 990.00%0.01%0.06%Q4 2018Q4 20209
Wealthfront Advisers LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Sequoia Wealth Management, LLC 990.31%1.39%5.70%Q4 2017Q4 20199
Renaissance Technologies 210.00%0.00%0.00%Q1 2018Q3 20239
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 990.04%0.12%0.32%Q1 2021Q1 20239
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.32%0.98%Q4 2018Q3 20239
Ameritas Investment Company, LLC 710.01%0.08%0.19%Q4 2018Q3 20219
Squar Milner Financial Services LLC 990.01%0.10%0.15%Q2 2018Q2 20209
Mirae Asset Global Investments Co., Ltd. 810.01%0.02%0.05%Q2 2018Q1 20239
MAI Capital Management 540.00%0.02%0.04%Q4 2014Q3 20229
Harbour Capital Advisors, LLC 510.06%0.07%0.10%Q3 2016Q4 20239
Capital Asset Advisory Services LLC 630.00%0.14%0.35%Q2 2019Q4 20219
Triumph Capital Management 990.95%1.56%1.89%Q2 2021Q2 20239
Concorde Asset Management, LLC 630.13%0.17%0.25%Q2 2019Q3 20219
WINTRUST INVESTMENTS LLC 510.11%0.24%0.50%Q4 2016Q2 20209
U.S. Capital Wealth Advisors, LLC 990.02%0.04%0.06%Q3 2021Q3 20239
PSI Advisors, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
CHURCHILL MANAGEMENT Corp 720.05%0.10%0.18%Q4 2013Q4 20219
Stratos Wealth Advisors, LLC 710.03%0.05%0.15%Q2 2020Q2 20238
Tradition Wealth Management, LLC 880.00%0.01%0.02%Q4 2020Q3 20228
Paragon Private Wealth Management, LLC 881.30%1.64%2.34%Q4 2021Q3 20238
UBS AG 660.00%0.00%0.01%Q2 2013Q3 20148
Wealthspire Advisors, L.P. 880.00%0.00%0.00%Q2 2017Q1 20198
Provident Wealth Management, LLC 880.42%0.87%1.66%Q2 2020Q1 20228
Valmark Advisers, Inc. 620.00%0.00%0.01%Q2 2021Q3 20238
StrategIQ Financial Group, LLC 880.02%0.03%0.05%Q4 2021Q3 20238
Secure Asset Management, LLC 880.14%1.43%2.08%Q2 2020Q1 20228
Sowell Financial Services LLC 710.01%0.03%0.18%Q3 2019Q2 20228
Magnus Financial Group LLC 880.08%0.28%0.70%Q2 2020Q1 20228
GUARDIAN WEALTH ADVISORS, LLC / NC 880.11%0.19%0.38%Q4 2021Q3 20238
Graypoint LLC 880.05%0.06%0.10%Q4 2021Q3 20238
KENFARB & CO. 880.00%0.01%0.08%Q4 2021Q3 20238
LVW Advisors, LLC 880.08%0.09%0.12%Q3 2018Q2 20208
MJP ASSOCIATES INC /ADV 620.06%0.10%0.13%Q4 2020Q3 20238
RAYMOND JAMES TRUST N.A. 880.01%0.01%0.02%Q2 2020Q1 20228
Ellevest, Inc. 880.00%0.00%0.01%Q1 2021Q4 20228
Summit Financial, LLC 880.02%0.03%0.03%Q4 2021Q3 20238
Eagle Strategies LLC 880.08%0.20%0.46%Q4 2021Q3 20238
MUFG Americas Holdings Corp 530.00%0.00%0.00%Q2 2012Q3 20228
Ameritas Investment Partners, Inc. 880.01%0.01%0.02%Q4 2021Q3 20238
Perennial Investment Advisors, LLC 880.26%0.35%0.41%Q2 2020Q1 20228
Ancora Advisors LLC 710.00%0.00%0.00%Q1 2021Q3 20238
Trek Financial, LLC 880.02%0.04%0.04%Q2 2020Q1 20228
FAS Wealth Partners, Inc. 440.00%0.00%0.00%Q3 2021Q3 20238
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC 880.02%0.02%0.02%Q4 2015Q3 20178
Fiera Capital Corp 880.00%0.00%0.00%Q1 2019Q4 20208
Archer Investment Corp 310.00%0.01%0.02%Q4 2018Q4 20228
Key FInancial Inc 880.00%0.00%0.01%Q4 2021Q3 20238
Anchor Investment Management, LLC 710.00%0.00%0.01%Q4 2021Q4 20238
Realta Investment Advisors 420.00%0.02%0.08%Q1 2019Q3 20238
SG Americas Securities, LLC 310.00%0.01%0.05%Q4 2013Q1 20198
BARCLAYS PLC 620.00%0.00%0.00%Q1 2021Q3 20238
Key Client Fiduciary Advisors, LLC 880.34%0.42%0.65%Q4 2021Q3 20238
Quantum Private Wealth, LLC 880.38%0.40%0.41%Q4 2021Q3 20238
CALTON & ASSOCIATES, INC. 710.00%0.12%0.26%Q4 2017Q4 20218
Clean Yield Group 620.00%0.00%0.00%Q1 2016Q3 20228
NATIONAL BANK OF CANADA /FI/ 880.00%0.01%0.02%Q4 2021Q3 20238
Newbridge Financial Services Group, Inc. 880.03%0.03%0.05%Q4 2021Q3 20238
Ignite Planners, LLC 880.19%1.22%2.41%Q4 2021Q3 20238
Banco Santander, S.A. 880.00%0.01%0.01%Q4 2021Q3 20238
PURSUE WEALTH PARTNERS LLC 880.20%0.25%0.31%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.09%0.10%0.12%Q4 2021Q3 20238
Florin Court Capital LLP 520.24%2.27%11.35%Q4 2020Q3 20237
Strategic Blueprint, LLC 610.02%0.04%0.04%Q2 2021Q3 20237
HHM Wealth Advisors, LLC 770.00%0.00%0.00%Q4 2021Q2 20237
BKA Wealth Consulting, Inc. 770.40%0.45%0.51%Q1 2022Q3 20237
KINGS POINT CAPITAL MANAGEMENT 770.01%0.04%0.07%Q3 2020Q1 20227
Dynamic Advisor Solutions LLC 770.02%0.03%0.04%Q2 2020Q4 20217
GREAT VALLEY ADVISOR GROUP, INC. 770.02%0.04%0.05%Q2 2020Q4 20217
MANCHESTER FINANCIAL INC 610.01%0.03%0.07%Q2 2019Q1 20217
EP Wealth Advisors, LLC 770.01%0.01%0.01%Q4 2020Q2 20227
UBS ASSET MANAGEMENT AMERICAS INC 770.00%0.00%0.00%Q1 2018Q3 20197
Addison Advisors LLC 770.00%0.01%0.01%Q1 2022Q3 20237
Sound Income Strategies, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
THOMPSON DAVIS & CO., INC. 770.04%0.32%0.83%Q1 2017Q3 20187
Hartford Financial Management Inc. 770.00%0.01%0.01%Q2 2017Q4 20187
Retirement Planning Co of New England, Inc. 610.19%0.23%0.27%Q4 2021Q3 20237
Financial Architects, Inc 770.00%0.00%0.00%Q1 2018Q3 20197
ICA Group Wealth Management, LLC 770.19%0.34%0.45%Q1 2022Q3 20237
ETF Store, Inc. 610.16%0.26%0.32%Q4 2021Q3 20237
Halpern Financial, Inc. 770.00%0.00%0.01%Q3 2020Q1 20227
Weaver Consulting Group 770.01%0.01%0.01%Q1 2019Q3 20207
Beacon Capital Management, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Charter Oak Capital Management, LLC 770.00%0.00%0.01%Q4 2020Q2 20227
Good Life Advisors, LLC 610.03%0.07%0.21%Q3 2021Q2 20237
Spectrum Wealth Advisory Group, LLC 772.27%3.51%4.45%Q1 2021Q3 20227
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 770.04%0.06%0.07%Q1 2020Q3 20217
BRIGHTON JONES LLC 770.01%0.02%0.02%Q4 2020Q2 20227
Bank of New Hampshire 770.01%0.01%0.01%Q1 2022Q3 20237
Trust Co 770.00%0.00%0.00%Q1 2021Q3 20227
Integrated Wealth Management 770.01%0.01%0.01%Q1 2015Q3 20167
Atria Wealth Solutions, Inc. 770.02%0.04%0.07%Q1 2022Q3 20237
Regal Investment Advisors LLC 510.15%0.52%0.64%Q2 2020Q2 20227
BAIRD ROBERT W & CO INC /WI/ 770.01%0.01%0.01%Q3 2013Q1 20157
FIRST MANHATTAN CO. LLC. 520.00%0.00%0.00%Q2 2019Q3 20227
COLONY GROUP LLC 770.00%0.01%0.01%Q3 2020Q1 20227
Avestar Capital, LLC 770.00%0.00%0.00%Q4 2017Q2 20197
LAZARD ASSET MANAGEMENT LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 771.74%2.11%2.63%Q3 2021Q1 20237
BB&T SECURITIES, LLC 770.00%0.02%0.08%Q1 2018Q3 20197
Unconventional Investor, LLC 430.21%0.25%0.34%Q4 2021Q3 20237
Capital Wealth Alliance, LLC 510.10%0.18%0.21%Q4 2019Q3 20236
TOMPKINS FINANCIAL CORP 420.00%0.00%0.01%Q1 2019Q4 20226
Banque Cantonale Vaudoise 660.00%0.00%0.01%Q4 2019Q1 20216
ERn Financial, LLC 660.26%0.41%0.52%Q2 2022Q3 20236
MARSHALL WACE, LLP 310.00%0.00%0.01%Q4 2021Q3 20236
CORBETT ROAD CAPITAL MANAGEMENT, LLC 660.35%0.48%0.56%Q4 2019Q1 20216
Tempus Wealth Planning, LLC 660.24%0.30%0.38%Q4 2020Q1 20226
Elk River Wealth Management, LLC 660.05%0.07%0.08%Q4 2020Q1 20226
Game Plan Financial Advisors, LLC 660.30%0.69%0.94%Q3 2020Q4 20216
TWO SIGMA ADVISERS, LP 660.01%0.01%0.01%Q2 2022Q3 20236
WealthShield Partners, LLC 310.00%0.22%1.28%Q4 2017Q2 20216
MANAGED ACCOUNT ADVISORS LLC 660.02%0.06%0.10%Q1 2014Q2 20156
HUNTINGTON NATIONAL BANK 410.00%0.00%0.00%Q2 2021Q2 20236
Global Trust Asset Management, LLC 420.00%0.25%0.53%Q4 2017Q2 20196
PRIVATE TRUST CO NA 660.01%0.02%0.02%Q2 2022Q3 20236
Householder Group Estate & Retirement Specialist, LLC 410.15%0.20%0.28%Q4 2021Q3 20236
Apollon Wealth Management, LLC 310.02%0.14%0.69%Q4 2020Q2 20236
Virtu Financial LLC 210.02%0.09%0.20%Q2 2013Q1 20196
Hochman Cole Investment Advisors, Inc. 660.18%0.22%0.31%Q2 2020Q3 20216
TWO SIGMA INVESTMENTS, LP 660.01%0.01%0.02%Q2 2022Q3 20236
WOODWARD DIVERSIFIED CAPITAL, LLC 660.20%0.28%0.35%Q4 2020Q1 20226
Penserra Capital Management LLC 310.00%0.12%0.31%Q1 2018Q2 20236
Regent Peak Wealth Advisors LLC 660.07%0.07%0.07%Q4 2020Q1 20226
BerganKDV Wealth Management, LLC 510.01%0.01%0.02%Q1 2021Q3 20226
55I, LLC 660.01%0.02%0.03%Q2 2021Q3 20226
Montecito Bank & Trust 660.10%0.19%0.24%Q2 2018Q3 20196
FSB PREMIER WEALTH MANAGEMENT, INC. 510.00%0.41%0.55%Q4 2021Q3 20236
Psagot Value Holdings Ltd. / (Israel) 660.04%0.22%0.38%Q3 2021Q4 20226
Cascadia Advisory Services, LLC 310.07%0.35%0.86%Q4 2019Q3 20216
Financial Management Professionals, Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
Tradewinds, LLC. 410.13%0.17%0.30%Q2 2022Q3 20235
CoreCap Advisors, LLC 550.06%0.08%0.10%Q4 2021Q4 20225
Cypress Wealth Services, LLC 550.06%0.08%0.10%Q2 2020Q2 20215
Gunderson Capital Management Inc. 210.15%0.18%0.22%Q1 2019Q4 20205
Orion Capital Management LLC 550.00%0.00%0.01%Q4 2020Q4 20215
TD Waterhouse Canada Inc. 410.00%0.00%0.01%Q4 2021Q3 20235
Country Club Trust Company, n.a. 550.04%0.05%0.06%Q3 2015Q3 20165
Financial Enhancement Group LLC 550.00%0.89%1.54%Q1 2019Q1 20205
Avantax Planning Partners, Inc. 310.00%0.01%0.01%Q1 2018Q4 20215
Crosspoint Capital Strategies, LLC 320.00%0.01%0.04%Q4 2016Q3 20185
NATIONAL PLANNING CORP 310.00%0.02%0.03%Q4 2014Q3 20175
Global Financial Private Capital, Inc 410.00%0.00%0.01%Q3 2018Q1 20205
AVIANCE CAPITAL MANAGEMENT, LLC 550.07%0.42%0.63%Q1 2018Q1 20195
TWO SIGMA SECURITIES, LLC 110.00%0.01%0.02%Q4 2018Q3 20235
Nachman Norwood & Parrott, Inc 550.02%0.04%0.04%Q2 2020Q2 20215
SignalPoint Asset Management, LLC 550.24%0.29%0.34%Q3 2022Q3 20235
NEW ENGLAND SECURITIES CORP /MA/ 550.03%0.25%0.45%Q4 2013Q4 20145
Premia Global Advisors, LLC 320.42%0.98%1.22%Q2 2018Q3 20195
LEVEL FOUR ADVISORY SERVICES, LLC 550.04%0.42%0.69%Q2 2020Q2 20215
MCMILLION CAPITAL MANAGEMENT INC 410.00%0.01%0.01%Q2 2019Q4 20205
Ten Capital Wealth Advisors, LLC 410.00%0.00%0.00%Q2 2021Q1 20235
Hanson & Doremus Investment Management 550.01%0.02%0.02%Q3 2022Q3 20235
Partnervest Advisory Services LLC 550.01%0.02%0.04%Q2 2013Q2 20145
COMERICA BANK 410.00%0.00%0.00%Q4 2020Q3 20235
Luken Investment Analytics, LLC 410.02%0.03%0.04%Q4 2020Q3 20235
Bison Wealth, LLC 550.57%0.61%0.64%Q4 2014Q4 20155
SRS Capital Advisors, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Jacobi Capital Management LLC 320.00%0.00%0.00%Q1 2018Q3 20215
Caprock Group, LLC 310.02%0.03%0.04%Q2 2020Q1 20225
Laurel Wealth Advisors, Inc. 550.36%0.40%0.45%Q4 2021Q4 20225
THRIVENT FINANCIAL FOR LUTHERANS 210.00%0.00%0.00%Q2 2016Q3 20235
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 410.00%0.00%0.00%Q4 2020Q3 20235
Ballew Advisors, Inc 410.14%0.16%0.17%Q4 2020Q2 20235
Castle Rock Wealth Management, LLC 550.27%0.50%0.70%Q3 2020Q3 20215
McIlrath & Eck, LLC 550.00%0.00%0.00%Q1 2019Q1 20205
TSFG, LLC 550.60%0.72%0.82%Q2 2021Q2 20225
FMA ADVISORY INC 440.12%0.15%0.17%Q2 2020Q1 20214
REGIONS FINANCIAL CORP 310.00%0.00%0.00%Q4 2017Q1 20194
TORONTO DOMINION BANK 210.00%0.00%0.00%Q1 2021Q2 20234
IEQ CAPITAL, LLC 440.01%0.01%0.01%Q1 2021Q4 20214
Colonial Trust Co / SC 440.02%0.02%0.02%Q4 2022Q3 20234
PARTNERS CAPITAL INVESTMENT GROUP, LLP 440.01%0.01%0.02%Q4 2017Q3 20184
CIC Wealth, LLC 440.30%0.31%0.32%Q4 2022Q3 20234
Eudaimonia Partners, LLC 110.00%0.12%0.21%Q1 2021Q3 20234
WEALTH ADVISORS, INC. 440.07%0.08%0.08%Q1 2021Q4 20214
Mason & Associates Inc 220.06%0.68%2.51%Q4 2021Q3 20234
Engrave Wealth Partners LLC 441.82%2.00%2.18%Q1 2021Q4 20214
Pinnacle Family Advisors, LLC 440.13%0.23%0.33%Q3 2018Q2 20194
Axiom Investment Management LLC 440.02%0.09%0.20%Q1 2019Q4 20194
TimeScale Financial, Inc. 440.00%0.00%0.01%Q1 2021Q4 20214
Aspire Private Capital, LLC 310.00%0.01%0.02%Q4 2018Q4 20214
Blue Trust, Inc. 440.00%0.00%0.00%Q2 2022Q1 20234
Lowe Wealth Advisors, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Smart Portfolios, LLC 440.82%1.59%2.98%Q2 2021Q1 20224
Financial Freedom, LLC 440.12%0.15%0.16%Q4 2022Q3 20234
CASCADE INVESTMENT GROUP, INC. 442.13%2.29%2.40%Q4 2022Q3 20234
ACIMA PRIVATE WEALTH, LLC 440.01%0.01%0.01%Q4 2020Q3 20214
Prosperity Financial Group, Inc. 440.82%1.23%2.31%Q4 2022Q3 20234
Pallas Capital Advisors LLC 440.05%0.06%0.07%Q2 2021Q1 20224
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q4 2020Q1 20224
SII INVESTMENTS INC/WI 440.01%0.02%0.03%Q1 2017Q4 20174
Harvest Fund Management Co., Ltd 310.02%0.20%0.27%Q2 2018Q3 20194
Wedmont Private Capital 220.02%0.04%0.08%Q1 2022Q3 20234
Zullo Investment Group, Inc. 440.00%0.00%0.01%Q4 2021Q3 20224
DCM Advisors, LLC 440.01%0.03%0.04%Q4 2020Q3 20214
tru Independence LLC 210.03%0.06%0.08%Q4 2019Q4 20214
Y.D. More Investments Ltd 440.01%0.01%0.01%Q4 2022Q3 20234
Fermata Advisors, LLC 440.08%0.10%0.11%Q4 2021Q3 20224
TRANSCEND CAPITAL ADVISORS, LLC 440.03%0.04%0.06%Q2 2021Q1 20224
New England Capital Financial Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 440.14%0.40%0.67%Q4 2021Q3 20224
Ayalon Insurance Comp Ltd. 440.11%0.18%0.26%Q2 2021Q1 20224
INSIGNEO ADVISORY SERVICES, LLC 440.07%0.10%0.12%Q4 2022Q3 20234
Raleigh Capital Management Inc. 440.00%0.00%0.00%Q1 2022Q4 20224
PRUDENTIAL FINANCIAL INC 440.00%0.00%0.00%Q3 2021Q2 20224
Virtu KCG Holdings LLC 210.01%0.02%0.04%Q1 2014Q2 20164
Hoover Financial Advisors, Inc. 440.05%0.06%0.07%Q3 2020Q2 20214
HSBC HOLDINGS PLC 440.00%0.00%0.00%Q1 2021Q4 20214
Baker Avenue Asset Management, LP 440.01%0.01%0.01%Q4 2022Q3 20234
VALLEY FINANCIAL MANAGEMENT, INC. 440.85%1.21%1.79%Q3 2022Q2 20234
PRUDENTIAL PLC 310.00%0.01%0.02%Q2 2021Q2 20224
NewSquare Capital LLC 440.00%0.00%0.00%Q3 2014Q2 20154
FLOW TRADERS U.S. LLC 310.02%0.10%0.20%Q4 2020Q3 20224
PARAMETRIC PORTFOLIO ASSOCIATES LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Lenox Wealth Advisors, LLC 440.01%0.01%0.01%Q4 2015Q3 20164
WealthTrust Asset Management, LLC 440.14%0.18%0.21%Q2 2021Q1 20224
VitalStone Financial, LLC 440.01%0.02%0.04%Q4 2022Q3 20234
WCG Wealth Advisors LLC 440.04%0.07%0.09%Q2 2022Q1 20234
Arlington Capital Management, Inc. 338.62%9.16%9.45%Q1 2019Q3 20193
Pinnacle Private Wealth, LLC 330.20%0.28%0.37%Q4 2021Q2 20223
BREWIN DOLPHIN LTD 330.00%0.00%0.00%Q4 2021Q2 20223
WealthTrust Fairport, LLC 330.00%0.00%0.00%Q3 2018Q1 20193
PFG Advisors 330.03%0.03%0.04%Q3 2020Q1 20213
FIRST NATIONAL TRUST CO 330.01%0.01%0.02%Q2 2021Q4 20213
FDx Advisors, Inc. 330.01%0.01%0.01%Q3 2020Q1 20213
Kraft, Davis & Associates, LLC 210.36%0.39%0.45%Q4 2022Q3 20233
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Flagship Private Wealth, LLC 330.10%0.10%0.11%Q4 2020Q2 20213
Bay Harbor Wealth Management, LLC 210.00%0.01%0.01%Q4 2018Q1 20203
River Wealth Advisors LLC 330.00%0.00%0.00%Q2 2018Q4 20183
FinTrust Capital Advisors, LLC 210.00%0.00%0.00%Q2 2021Q3 20223
Leelyn Smith, LLC 330.01%0.13%0.27%Q3 2020Q1 20213
IMA Wealth, Inc. 330.00%0.00%0.00%Q2 2018Q4 20183
Davis Investment Partners, LLC 330.17%0.18%0.19%Q4 2022Q2 20233
PFG Investments, LLC 330.08%0.08%0.08%Q1 2023Q3 20233
SIMPLEX TRADING, LLC 210.00%0.00%0.01%Q1 2015Q4 20153
BRASADA CAPITAL MANAGEMENT, LP 330.07%0.07%0.08%Q2 2020Q4 20203
Cable Hill Partners, LLC 330.00%0.00%0.00%Q1 2017Q3 20173
DeDora Capital, Inc. 210.00%1.18%2.50%Q1 2020Q1 20223
Krilogy Financial LLC 330.00%0.00%0.00%Q3 2016Q1 20173
AllSquare Wealth Management LLC 330.00%0.00%0.00%Q4 2014Q2 20153
Pine Valley Investments Ltd Liability Co 330.06%0.06%0.07%Q1 2023Q3 20233
ALTFEST L J & CO INC 330.30%0.48%0.76%Q1 2020Q3 20203
NewDay Solutions, LLC 210.31%0.32%0.34%Q4 2018Q4 20193
Private Advisory Group LLC 330.15%0.21%0.34%Q4 2018Q2 20193
MONTAG A & ASSOCIATES INC 330.00%0.00%0.00%Q1 2021Q3 20213
CPWM, LLC 330.02%0.02%0.02%Q3 2021Q1 20223
BlueCrest Capital Management Ltd 210.01%0.04%0.09%Q2 2021Q2 20233
Brookstone Capital Management 330.01%0.02%0.03%Q2 2019Q4 20193
McClarren Financial Advisors, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
BCS Wealth Management 330.09%0.12%0.17%Q1 2023Q3 20233
Columbus Macro, LLC 330.27%0.32%0.35%Q3 2020Q1 20213
Lloyd Advisory Services, LLC. 330.00%0.00%0.01%Q4 2019Q2 20203
James J. Burns & Company, LLC 330.06%0.07%0.08%Q1 2023Q3 20233
Milestone Advisory Partners 330.12%0.19%0.22%Q2 2019Q4 20193
KARLINSKI ANDREW C 330.03%0.03%0.05%Q1 2022Q3 20223
Truvestments Capital LLC 210.01%0.02%0.02%Q3 2018Q2 20193
KING LUTHER CAPITAL MANAGEMENT CORP 330.00%0.01%0.01%Q2 2021Q4 20213
SEI INVESTMENTS CO 210.00%0.00%0.00%Q3 2017Q2 20183
Strategic Advisors LLC 210.04%0.05%0.07%Q1 2022Q3 20233
MISSION WEALTH MANAGEMENT, LP 330.01%0.01%0.02%Q1 2023Q3 20233
1834 INVESTMENT ADVISORS CO 330.00%0.00%0.01%Q2 2021Q4 20213
Y-Intercept (Hong Kong) Ltd 210.04%0.07%0.10%Q1 2021Q2 20223
EUDAIMONIA ADVISORS LLC 210.14%0.23%0.40%Q4 2021Q3 20233
Virtue Capital Management, LLC 220.04%0.04%0.04%Q4 2021Q1 20222
WealthBridge Capital Management, LLC 220.03%0.03%0.03%Q4 2018Q1 20192
OXFORD FINANCIAL GROUP, LTD. LLC 220.02%0.02%0.03%Q3 2021Q4 20212
Family Asset Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Investors Research Corp 220.00%0.00%0.00%Q1 2023Q2 20232
Ulland Investment Advisors, LLC 220.19%0.27%0.35%Q4 2021Q1 20222
FIRST HAWAIIAN BANK 220.01%0.01%0.01%Q4 2019Q1 20202
Main Management LLC 110.01%0.01%0.01%Q1 2022Q3 20232
HERITAGE WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Insight Advisors, LLC/ PA 220.09%0.11%0.13%Q4 2022Q1 20232
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Advisors Preferred, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
ACG Wealth 220.09%0.09%0.10%Q4 2019Q1 20202
Keystone Wealth Services, LLC 220.09%0.10%0.11%Q4 2021Q1 20222
CenterStar Asset Management, LLC 110.00%0.02%0.03%Q1 2022Q1 20222
NIEMANN CAPITAL MANAGEMENT INC 110.30%0.44%0.57%Q3 2016Q1 20172
Magnetar Financial LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Opera Trading Capital 220.02%0.10%0.17%Q3 2018Q4 20182
Harvest Investment Services, LLC 110.09%0.09%0.09%Q2 2021Q4 20212
Lucia Wealth Services, LLC 220.64%0.72%0.80%Q2 2020Q3 20202
Cerity Partners LLC 110.00%0.00%0.00%Q4 2021Q1 20232
MATRIX PRIVATE CAPITAL GROUP LLC 220.15%0.16%0.18%Q4 2020Q1 20212
Fortitude Advisory Group L.L.C. 220.09%0.09%0.10%Q4 2021Q1 20222
First Personal Financial Services 220.01%0.01%0.01%Q3 2022Q4 20222
Jump Financial, LLC 110.02%0.02%0.03%Q3 2021Q1 20222
Private Portfolio Partners LLC 220.08%0.09%0.09%Q2 2023Q3 20232
Watson Rebecca 220.05%0.13%0.21%Q2 2020Q3 20202
Analyst IMS Investment Management Services Ltd. 110.00%0.12%0.23%Q3 2018Q1 20192
RETIREMENT CAPITAL STRATEGIES 220.10%0.73%1.36%Q2 2023Q3 20232
Cresta Advisors, Ltd. 220.31%0.31%0.31%Q2 2023Q3 20232
TCWP LLC 220.06%0.15%0.25%Q4 2021Q1 20222
Silicon Valley Capital Partners 220.00%0.00%0.00%Q4 2022Q1 20232
Elite Wealth Management, Inc. 220.01%0.01%0.01%Q2 2014Q3 20142
Venator Capital Management Ltd. 114.37%7.41%10.44%Q3 2020Q1 20212
Ally Invest Advisors Inc. 220.02%0.03%0.03%Q2 2023Q3 20232
DUBUQUE BANK & TRUST CO 220.00%0.00%0.00%Q3 2015Q4 20152
ASB Consultores, LLC 220.33%0.38%0.44%Q4 2021Q1 20222
Future Financial Wealth Managment LLC 220.04%0.04%0.04%Q4 2021Q1 20222
Wechter Feldman Wealth Management, Inc. 223.27%4.57%5.88%Q3 2018Q4 20182
Crewe Advisors LLC 220.00%0.00%0.00%Q1 2021Q2 20212
SEAVIEW INVESTMENT MANAGERS LLC 220.07%0.08%0.08%Q4 2021Q1 20222
Horan Securities, Inc. 110.00%0.01%0.01%Q2 2018Q2 20202
Manchester Capital Management LLC 220.01%0.02%0.02%Q2 2023Q3 20232
LIBERTY WEALTH MANAGEMENT LLC 110.01%0.04%0.06%Q2 2019Q1 20232
Sandy Spring Bank 220.00%0.00%0.00%Q1 2023Q2 20232
CENTRAL TRUST Co 110.00%0.00%0.00%Q4 2014Q2 20162
LBA Wealth Management, LLC 220.01%0.01%0.01%Q4 2016Q1 20172
Rikoon Group, LLC 220.07%0.07%0.07%Q4 2020Q1 20212
L. Roy Papp & Associates, LLP 220.03%0.03%0.03%Q2 2022Q3 20222
WEALTH EFFECTS LLC 220.10%0.10%0.10%Q4 2021Q1 20222
Essex Financial Services, Inc. 220.01%0.02%0.02%Q4 2021Q1 20222
FOCUS Wealth Advisors, LLC 222.32%2.35%2.39%Q4 2020Q1 20212
Trexquant Investment LP 220.01%0.01%0.01%Q1 2023Q2 20232
Claraphi Advisory Network, LLC 110.00%0.02%0.04%Q3 2019Q1 20202
SteelPeak Wealth, LLC 220.02%0.02%0.02%Q1 2021Q2 20212
PETERSON WEALTH MANAGEMENT 220.76%1.13%1.50%Q2 2023Q3 20232
DAVENPORT & Co LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Paragon Wealth Strategies, LLC 110.01%2.60%5.20%Q2 2020Q2 20212
Goodwin Investment Advisory 220.01%0.01%0.01%Q4 2021Q1 20222
Beaumont Financial Advisors, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Verity Asset Management, Inc. 110.15%0.26%0.37%Q4 2015Q3 20232
Jackson Wealth Management, LLC 220.51%0.53%0.55%Q2 2018Q3 20182
RWA WEALTH PARTNERS, LLC 110.31%0.52%0.74%Q2 2020Q2 20222
Tanager Wealth Management LLP 220.50%0.74%0.98%Q4 2021Q1 20222
Csenge Advisory Group 110.05%0.06%0.06%Q2 2020Q1 20222
FLAGSTAR ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20222
K2 PRINCIPAL FUND, L.P. 220.28%0.45%0.62%Q2 2019Q3 20192
VERUS CAPITAL PARTNERS, LLC 220.00%0.01%0.02%Q4 2019Q1 20202
BEL AIR INVESTMENT ADVISORS LLC 220.02%0.02%0.02%Q1 2021Q2 20212
OLD MISSION CAPITAL LLC 110.02%0.05%0.09%Q3 2018Q3 20212
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 220.00%0.00%0.00%Q2 2018Q3 20182
SouthState Corp 220.00%0.01%0.01%Q4 2021Q1 20222
Gupta Wealth Management LLC 220.00%0.01%0.01%Q2 2015Q3 20152
HL FINANCIAL SERVICES LLC 220.02%0.02%0.02%Q4 2018Q1 20192
Merit Financial Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Tidal Investments LLC 220.02%0.02%0.02%Q1 2022Q2 20222
GSA CAPITAL PARTNERS LLP 220.04%0.04%0.05%Q1 2023Q2 20232
CONTINUUM WEALTH ADVISORS, LLC 223.06%3.13%3.20%Q2 2023Q3 20232
Worth Asset Management, LLC 220.02%0.02%0.02%Q1 2022Q2 20222
WealthPLAN Partners, LLC 220.00%0.01%0.01%Q1 2023Q2 20232
FRANKLIN RESOURCES INC 220.00%0.00%0.00%Q3 2022Q4 20222
Belvedere Trading LLC 110.00%0.00%0.00%Q2 2023Q2 20232
ShoreHaven Wealth Partners, LLC 220.05%0.05%0.05%Q4 2020Q1 20212
Clearstead Advisors, LLC 220.00%0.00%0.01%Q2 2020Q3 20202
Bullseye Investment Management, LLC 220.23%0.25%0.28%Q4 2021Q1 20222
Omnia Family Wealth, LLC 220.01%0.01%0.01%Q4 2016Q1 20172
TTP Investments, Inc. 223.26%3.31%3.36%Q2 2018Q3 20182
Cornerstone Advisors, Inc. 220.00%0.00%0.00%Q1 2019Q2 20192
WealthCare Investment Partners, LLC 220.20%0.24%0.28%Q4 2021Q1 20222
SVB WEALTH LLC 110.00%0.00%0.00%Q4 2020Q2 20212
Fortune Financial Advisors, LLC 220.57%0.59%0.61%Q2 2023Q3 20232
Savior LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Focused Wealth Management, Inc 110.00%0.00%0.00%Q4 2019Q4 20191
Second Half Financial Partners, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
HAP Trading, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Berman Capital Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
FWL INVESTMENT MANAGEMENT, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
Procyon Advisors, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Stone House Investment Management, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Advisory Alpha, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
San Luis Wealth Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Price Wealth, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Align Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Independent Advisor Alliance 110.03%0.03%0.03%Q4 2019Q4 20191
Crestmont Private Wealth LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Destiny Wealth Partners, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Principle Wealth Partners LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Capital Advisory Group Advisory Services, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
NBC SECURITIES, INC. 110.15%0.15%0.15%Q3 2023Q3 20231
Tuttle Capital Management, LLC 110.60%0.60%0.60%Q2 2017Q2 20171
Bruderman Asset Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
CapWealth Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
ADVISOR CONSULTANT NETWORK INC 110.04%0.04%0.04%Q3 2016Q3 20161
USAdvisors Wealth Management, LLC 110.48%0.48%0.48%Q1 2020Q1 20201
Chicago Partners Investment Group LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Authentikos Wealth Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
TCI Wealth Advisors, Inc. 110.07%0.07%0.07%Q4 2019Q4 20191
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Pensionmark Financial Group, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
WHITTIER TRUST CO 110.00%0.00%0.00%Q3 2023Q3 20231
Heritage Trust Co 110.00%0.00%0.00%Q1 2017Q1 20171
Cornerstone Planning Group LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Baystate Wealth Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
INSIGHT 2811, INC. 110.01%0.01%0.01%Q2 2013Q2 20131
Delek Group, Ltd. 110.15%0.15%0.15%Q2 2019Q2 20191
OneAscent Wealth Management LLC 110.29%0.29%0.29%Q1 2022Q1 20221
Fulcrum Equity Management 110.01%0.01%0.01%Q3 2019Q3 20191
Birchcreek Wealth Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
GeoWealth Management, LLC 111.24%1.24%1.24%Q4 2021Q4 20211
Level Financial Advisors 110.00%0.00%0.00%Q2 2022Q2 20221
KEYBANK NATIONAL ASSOCIATION/OH 110.00%0.00%0.00%Q3 2018Q3 20181
Cribstone Capital Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Mystic Asset Management, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Gemmer Asset Management LLC 110.05%0.05%0.05%Q2 2019Q2 20191
Family Capital Management, Inc. 110.18%0.18%0.18%Q4 2022Q4 20221
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
FIDUCIARY TRUST INTERNATIONAL LLC 110.00%0.00%0.00%Q4 2018Q4 20181
EdgeRock Capital LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Capital Wealth Planning, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Perigon Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
North Star Investment Management Corp. 110.01%0.01%0.01%Q4 2021Q4 20211
Alpha Square Group S LLC 110.23%0.23%0.23%Q3 2023Q3 20231
GFS Advisors, LLC 110.06%0.06%0.06%Q1 2016Q1 20161
Carmel Capital Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BANK OF NOVA SCOTIA 110.01%0.01%0.01%Q3 2021Q3 20211
WESPAC Advisors, LLC 112.10%2.10%2.10%Q3 2016Q3 20161
Advisor OS, LLC 110.36%0.36%0.36%Q4 2020Q4 20201
ASSETMARK, INC 110.00%0.00%0.00%Q3 2022Q3 20221
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
MONETA GROUP INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Beacon Financial Advisory LLC 110.10%0.10%0.10%Q4 2021Q4 20211
KRAEMATON INVESTMENT ADVISORS, INC 110.03%0.03%0.03%Q4 2022Q4 20221
Cresset Asset Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
HWG Holdings LP 110.00%0.00%0.00%Q4 2022Q4 20221
Altus Wealth Group LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Commonwealth Financial Services, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Icon Wealth Partners, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Hibernia Wealth Partners, LLC 110.22%0.22%0.22%Q3 2023Q3 20231
SIMON QUICK ADVISORS, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Guidance Point Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Ergawealth Advisors, Inc. 110.20%0.20%0.20%Q4 2022Q4 20221
Kinloch Capital, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Spectrum Management Group, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Modera Wealth Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
QCM Cayman, Ltd. 110.62%0.62%0.62%Q1 2021Q1 20211
PCG Wealth Advisors, LLC 110.66%0.66%0.66%Q4 2022Q4 20221
Nelson Capital Management, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Private Ocean, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Strategic Investment Solutions, Inc. /IL 110.00%0.00%0.00%Q3 2023Q3 20231
Gunma Bank,Ltd. 111.45%1.45%1.45%Q1 2021Q1 20211
Carolina Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Gerber Kawasaki Wealth & Investment Management 110.01%0.01%0.01%Q3 2021Q3 20211
EXANE DERIVATIVES 110.04%0.04%0.04%Q1 2020Q1 20201
Joel Isaacson & Co., LLC 110.01%0.01%0.01%Q1 2015Q1 20151
RE Dickinson Investment Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
RDA Financial Network 110.12%0.12%0.12%Q2 2020Q2 20201
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
Gryphon Financial Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Main Management ETF Advisors, LLC 110.70%0.70%0.70%Q3 2023Q3 20231
Advisor Resource Council 110.07%0.07%0.07%Q2 2021Q2 20211
Quaker Wealth Management, LLC 110.69%0.69%0.69%Q4 2019Q4 20191
True Link Financial Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Family Management Corp 110.16%0.16%0.16%Q1 2020Q1 20201
Onyx Bridge Wealth Group LLC 110.07%0.07%0.07%Q4 2021Q4 20211
VALLEY WEALTH MANAGERS, INC. 110.32%0.32%0.32%Q3 2023Q3 20231
Laidlaw Wealth Management LLC 110.07%0.07%0.07%Q4 2020Q4 20201
CAMBRIDGE TRUST CO 110.00%0.00%0.00%Q4 2021Q4 20211
CAZ INVESTMENTS LP 111.13%1.13%1.13%Q1 2020Q1 20201
Robertson Stephens Wealth Management, LLC 110.25%0.25%0.25%Q3 2023Q3 20231
Titan Capital Management, LLC /TX 110.04%0.04%0.04%Q2 2019Q2 20191
Baltimore-Washington Financial Advisors, Inc. 110.01%0.01%0.01%Q2 2020Q2 20201
WealthOne, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Rosenberg Matthew Hamilton 110.00%0.00%0.00%Q1 2022Q1 20221
Legacy Financial Advisors, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
Vienna Asset Management LLC 111.20%1.20%1.20%Q4 2021Q4 20211
BREMER TRUST NATIONAL ASSOCIATION 110.00%0.00%0.00%Q4 2018Q4 20181
FEDERATED HERMES, INC. 110.00%0.00%0.00%Q3 2019Q3 20191
Meridian Wealth Management, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Brand Asset Management Group, Inc. 110.01%0.01%0.01%Q3 2018Q3 20181
Values First Advisors, Inc. 110.03%0.03%0.03%Q1 2023Q1 20231
Objective Capital Management, LLC 110.16%0.16%0.16%Q4 2021Q4 20211
NORTHWEST WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q1 2019Q1 20191
Confluence Wealth Services, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
PIERSHALE FINANCIAL GROUP, INC. 110.01%0.01%0.01%Q3 2016Q3 20161
Covington Capital Management 110.00%0.00%0.00%Q3 2021Q3 20211
WEALTHFRONT Corp 110.00%0.00%0.00%Q2 2014Q2 20141
TIEDEMANN ADVISORS, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Curi Wealth Management, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
NewEdge Wealth, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
MIRABELLA FINANCIAL SERVICES LLP 110.22%0.22%0.22%Q1 2022Q1 20221
Phraction Management LLC 110.15%0.15%0.15%Q1 2022Q1 20221
Detwiler Fenton Investment Management LLC 110.51%0.51%0.51%Q1 2012Q1 20121
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Wealth Quarterback LLC 110.01%0.01%0.01%Q4 2019Q4 20191
REGENTATLANTIC CAPITAL LLC 110.01%0.01%0.01%Q4 2021Q4 20211
FIFTH THIRD SECURITIES, INC. 110.03%0.03%0.03%Q3 2022Q3 20221
Burns Matteson Capital Management, LLC 110.14%0.14%0.14%Q4 2021Q4 20211
Investment Advisory Group, LLC 110.14%0.14%0.14%Q1 2022Q1 20221
PITTENGER & ANDERSON INC 110.00%0.00%0.00%Q1 2016Q1 20161
Measured Wealth Private Client Group, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Cornerstone Advisory, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
BALYASNY ASSET MANAGEMENT L.P. 110.01%0.01%0.01%Q4 2021Q4 20211
ACCURATE INVESTMENT SOLUTIONS, INC. 110.01%0.01%0.01%Q1 2020Q1 20201
Sandy Cove Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q2 2019Q2 20191
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q2 2023Q2 20231
PATHSTONE FAMILY OFFICE, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Stelac Advisory Services LLC 110.10%0.10%0.10%Q3 2019Q3 20191
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
EPG Wealth Management LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Dakota Wealth Management 110.08%0.08%0.08%Q3 2023Q3 20231
HB Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
YCG, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Horizon Investments, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FFT WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Altshuler Shaham Ltd 110.00%0.00%0.00%Q2 2021Q2 20211
WELCH & FORBES LLC 110.00%0.00%0.00%Q2 2021Q2 20211
TD Capital Management LLC 110.00%0.00%0.00%Q3 2017Q3 20171
CHIRON CAPITAL MANAGEMENT, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Taconic Capital Advisors LP 110.02%0.02%0.02%Q4 2022Q4 20221
Washington Trust Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
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.