FIRST TR EXCHANGE TRADED FD shareholder history

Current and past FIRST TR EXCHANGE TRADED FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 1410.00%0.00%0.00%Q3 2015Q3 202356
Cutler Group LLC / CA 1870.00%0.00%0.04%Q4 2015Q3 202353
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1710.00%0.00%0.00%Q3 2015Q3 202351
UBS Group AG 33330.00%0.03%0.09%Q3 2015Q3 202335
BANK OF AMERICA CORP /DE/ 33330.00%0.02%0.05%Q3 2015Q3 202334
MORGAN STANLEY 33330.00%0.03%0.08%Q3 2015Q3 202333
ROYAL BANK OF CANADA 33330.00%0.01%0.03%Q3 2015Q3 202333
LPL Financial LLC 33330.01%0.04%0.12%Q3 2015Q3 202333
BENJAMIN F. EDWARDS & COMPANY, INC. 33330.00%0.17%0.45%Q3 2015Q3 202333
WELLS FARGO & COMPANY/MN 3010.00%0.01%0.03%Q4 2015Q3 202333
CITIGROUP INC 33330.00%0.02%0.09%Q3 2015Q3 202333
RAYMOND JAMES & ASSOCIATES 32320.00%0.02%0.04%Q4 2015Q3 202332
IFP Advisors, Inc 17140.00%0.02%0.12%Q4 2015Q3 202331
Raymond James Financial Services Advisors, Inc. 2380.00%0.04%0.09%Q4 2015Q3 202331
Janney Montgomery Scott LLC 2710.00%0.02%0.05%Q4 2015Q3 202330
NORTHSTAR ASSET MANAGEMENT LLC 29290.40%0.97%1.72%Q3 2016Q3 202329
PNC FINANCIAL SERVICES GROUP, INC. 28280.00%0.01%0.01%Q4 2016Q3 202328
Parallel Advisors, LLC 27270.03%0.08%0.13%Q1 2017Q3 202327
Cambridge Investment Research Advisors, Inc. 27270.00%0.04%0.11%Q1 2017Q3 202327
STIFEL FINANCIAL CORP 26260.00%0.02%0.04%Q2 2017Q3 202326
Clearwater Capital Advisors, LLC 26260.06%0.76%1.47%Q2 2017Q3 202326
Global Retirement Partners, LLC 1540.00%0.01%0.01%Q4 2016Q3 202326
Jacobi Capital Management LLC 26260.00%0.02%0.05%Q2 2017Q3 202326
JPMORGAN CHASE & CO 26260.00%0.00%0.00%Q2 2017Q3 202326
D.A. DAVIDSON & CO. 1870.00%0.06%0.18%Q4 2015Q3 202325
Cetera Investment Advisers 24240.03%0.04%0.06%Q4 2017Q3 202324
JANE STREET GROUP, LLC 910.00%0.00%0.02%Q3 2015Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.05%0.08%Q4 2017Q3 202324
Mutual Advisors, LLC 24240.19%0.32%0.45%Q4 2017Q3 202324
Geneos Wealth Management Inc. 24240.02%0.03%0.06%Q4 2017Q3 202324
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 24240.01%0.01%0.03%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.03%0.11%0.26%Q4 2017Q3 202324
Cetera Advisor Networks LLC 24240.01%0.07%0.16%Q4 2017Q3 202324
Wealthcare Advisory Partners LLC 24240.00%0.06%0.10%Q4 2017Q3 202324
MML INVESTORS SERVICES, LLC 23230.00%0.05%0.08%Q1 2018Q3 202323
Capital Investment Advisory Services, LLC 23230.10%0.14%0.19%Q1 2018Q3 202323
Stratos Wealth Partners, LTD. 1940.01%0.03%0.07%Q4 2017Q3 202323
CIBC WORLD MARKET INC. 1670.00%0.00%0.01%Q4 2017Q3 202323
Advisory Services Network, LLC 1410.00%0.01%0.04%Q3 2017Q3 202323
Prospera Financial Services Inc 23230.07%0.28%0.81%Q1 2018Q3 202323
Migdal Insurance & Financial Holdings Ltd. 1840.00%0.07%0.17%Q1 2017Q3 202322
SCHRODER INVESTMENT MANAGEMENT GROUP 1810.00%0.00%0.00%Q1 2017Q3 202322
AMERIPRISE FINANCIAL INC 22220.00%0.01%0.02%Q2 2018Q3 202322
BANK OF MONTREAL /CAN/ 1810.00%0.00%0.00%Q1 2017Q3 202322
IHT Wealth Management, LLC 1440.01%0.04%0.06%Q2 2017Q3 202322
CX Institutional 22220.01%0.18%0.65%Q2 2018Q3 202322
Private Advisor Group, LLC 2020.01%0.06%0.15%Q1 2017Q3 202322
Cetera Advisors LLC 22220.01%0.09%0.21%Q2 2018Q3 202322
STEPHENS INC /AR/ 22220.01%0.03%0.05%Q2 2018Q3 202322
Snowden Capital Advisors LLC 1380.09%0.17%0.27%Q2 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.04%Q3 2018Q3 202321
Steward Partners Investment Advisory, LLC 1810.00%0.02%0.05%Q4 2016Q3 202321
Koshinski Asset Management, Inc. 1410.03%0.08%0.21%Q4 2015Q3 202321
B. Riley Wealth Advisors, Inc. 1740.02%0.10%0.29%Q4 2015Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
WealthBridge Capital Management, LLC 20200.17%0.22%0.27%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.03%0.05%Q4 2017Q3 202220
LINCOLN NATIONAL CORP 20200.01%0.07%0.10%Q4 2018Q3 202320
AE Wealth Management LLC 1910.00%0.07%0.21%Q3 2018Q3 202320
BANK HAPOALIM BM 1710.05%1.83%14.31%Q2 2017Q3 202320
Varma Mutual Pension Insurance Co 20200.32%0.69%1.64%Q4 2017Q3 202220
TOTH FINANCIAL ADVISORY CORP 20200.00%0.00%0.00%Q4 2017Q3 202220
SeaCrest Wealth Management, LLC 1640.01%0.06%0.10%Q2 2018Q3 202320
CWM, LLC 1280.01%0.02%0.03%Q3 2018Q3 202320
Granite Investment Partners, LLC 1820.02%0.12%0.15%Q2 2018Q3 202320
HighTower Advisors, LLC 17170.00%0.00%0.01%Q3 2019Q3 202319
Sargent Investment Group, LLC 19190.34%3.08%4.11%Q1 2019Q3 202319
OPPENHEIMER & CO INC 19190.01%0.06%0.13%Q1 2019Q3 202319
AdvisorNet Financial, Inc 1810.00%0.00%0.00%Q3 2018Q3 202319
Spectrum Wealth Advisory Group, LLC 19193.58%6.05%13.04%Q1 2019Q3 202319
FLAGSHIP HARBOR ADVISORS, LLC 19190.04%0.13%0.25%Q1 2019Q3 202319
Mirador Capital Partners LP 18180.10%0.17%0.25%Q2 2019Q3 202318
US BANCORP \DE\ 1310.00%0.00%0.01%Q1 2018Q3 202318
Private Capital Group, LLC 18180.01%0.04%0.10%Q4 2017Q1 202218
Ellis Investment Partners, LLC 18180.06%0.13%0.21%Q2 2019Q3 202318
ENVESTNET ASSET MANAGEMENT INC 1710.00%0.01%0.01%Q2 2018Q3 202318
Dynamic Advisor Solutions LLC 18180.02%0.09%0.42%Q2 2019Q3 202318
J.P. Morgan Private Wealth Advisors LLC 1620.01%0.05%0.12%Q2 2018Q3 202318
Abbot Financial Management, Inc. 18180.58%0.75%1.06%Q2 2019Q3 202318
WEDBUSH SECURITIES INC 18180.03%0.12%0.20%Q2 2019Q3 202318
Baird Financial Group, Inc. 18180.00%0.01%0.01%Q2 2019Q3 202318
CAPTRUST FINANCIAL ADVISORS 1410.00%0.00%0.00%Q2 2018Q3 202318
BROWN BROTHERS HARRIMAN & CO 18180.00%0.00%0.00%Q2 2019Q3 202318
Madden Advisory Services, Inc. 18180.34%0.66%0.89%Q4 2015Q1 202018
Harel Insurance Investments & Financial Services Ltd. 1030.00%0.22%0.75%Q1 2016Q3 202317
Sigma Planning Corp 1430.01%0.08%0.17%Q2 2019Q3 202317
Smithfield Trust Co 17170.00%0.00%0.00%Q3 2019Q3 202317
SCOTIA CAPITAL INC. 1410.00%0.02%0.04%Q3 2018Q3 202317
PINNACLE ASSOCIATES LTD 17170.02%0.12%0.27%Q3 2019Q3 202317
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 17170.01%0.07%0.16%Q2 2018Q2 202217
Arkadios Wealth Advisors 16160.18%0.37%0.64%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.02%0.07%0.11%Q4 2019Q3 202316
Cutter & CO Brokerage, Inc. 16160.09%0.28%0.40%Q4 2019Q3 202316
APPLETON PARTNERS INC/MA 16160.03%0.30%0.54%Q1 2020Q4 202316
Ironsides Asset Advisors, LLC 16160.11%0.48%0.63%Q4 2019Q3 202316
WINTRUST INVESTMENTS LLC 1150.03%0.04%0.05%Q3 2019Q3 202316
Aptus Capital Advisors, LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
EPG Wealth Management LLC 16160.09%0.67%1.50%Q4 2019Q3 202316
Stonebridge Financial Planning Group, LLC 16160.01%0.25%0.45%Q4 2019Q3 202316
LADENBURG THALMANN FINANCIAL SERVICES INC. 1510.00%0.01%0.01%Q3 2015Q4 201916
NTV ASSET MANAGEMENT LLC 15150.37%0.66%0.81%Q1 2020Q3 202315
MACROVIEW INVESTMENT MANAGEMENT LLC 15150.26%0.56%0.89%Q1 2020Q3 202315
J Arnold Wealth Management Co 15150.01%1.94%8.88%Q4 2019Q2 202315
Phoenix Holdings Ltd. 15150.02%0.08%0.16%Q4 2019Q2 202315
WealthPLAN Partners, LLC 1050.04%0.15%0.34%Q4 2019Q4 202315
Concentrum Wealth Management 15152.69%3.45%4.30%Q1 2020Q3 202315
PACIFIC SUN FINANCIAL CORP 611.05%1.42%1.68%Q1 2018Q2 202315
Sowell Financial Services LLC 1050.01%0.07%0.23%Q3 2019Q3 202315
Front Row Advisors LLC 15150.00%0.03%0.05%Q1 2020Q3 202315
Emerald Advisors, LLC 15150.11%0.14%0.16%Q1 2020Q3 202315
Rockefeller Capital Management L.P. 15150.00%0.01%0.02%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.03%Q2 2016Q4 201915
Jaffetilchin Investment Partners, LLC 15150.57%0.84%1.06%Q1 2020Q3 202315
SMITH, MOORE & CO. 15150.09%0.14%0.16%Q1 2020Q3 202315
AVANTAX ADVISORY SERVICES, INC. 15150.01%0.05%0.08%Q1 2020Q3 202315
PEAK6 Investments LLC 770.00%0.00%0.02%Q3 2021Q1 202315
FULTON BANK, N.A. 15150.08%0.09%0.11%Q2 2020Q4 202315
OSAIC HOLDINGS, INC. 15150.02%0.06%0.10%Q1 2020Q3 202315
Creative Planning 1310.00%0.01%0.01%Q4 2016Q3 202315
First Allied Advisory Services, Inc. 14140.01%0.02%0.04%Q2 2017Q3 202014
SFMG, LLC 14140.03%0.26%0.41%Q2 2020Q3 202314
LAZARD ASSET MANAGEMENT LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
GOLDMAN SACHS GROUP INC 1110.00%0.00%0.00%Q3 2019Q3 202314
Baystate Wealth Management LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Western Wealth Management, LLC 810.04%0.06%0.07%Q4 2018Q3 202314
SUMMIT FINANCIAL GROUP, INC. 14140.39%0.51%0.62%Q2 2020Q3 202314
M&T BANK CORP 720.00%0.00%0.00%Q2 2018Q3 202314
IFG Advisory, LLC 1310.03%0.10%0.25%Q1 2020Q3 202314
MARINER INDEPENDENT ADVISOR NETWORK, LLC 14140.03%0.08%0.12%Q2 2019Q3 202214
WOLVERINE TRADING, LLC 410.00%0.00%0.00%Q4 2020Q2 202314
Northeast Financial Consultants Inc 14140.02%0.08%0.22%Q2 2020Q3 202314
Pinnacle Bancorp, Inc. 14140.01%0.01%0.02%Q2 2020Q3 202314
RFG Advisory, LLC 14140.04%0.09%0.14%Q2 2020Q3 202314
CREATIVE FINANCIAL DESIGNS INC /ADV 14140.01%0.04%0.07%Q2 2020Q3 202314
Asset Dedication, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
American Institute for Advanced Investment Management, LLP 14140.21%0.28%0.42%Q2 2020Q3 202314
TRUIST FINANCIAL CORP 14140.00%0.02%0.03%Q2 2020Q3 202314
Moors & Cabot, Inc. 14140.02%0.07%0.12%Q2 2020Q3 202314
StrategIQ Financial Group, LLC 1220.05%0.10%0.20%Q4 2017Q3 202314
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 14140.00%0.02%0.03%Q2 2020Q3 202314
BLAIR WILLIAM & CO/IL 14140.00%0.00%0.01%Q2 2020Q3 202314
Bank Julius Baer & Co. Ltd, Zurich 950.00%0.09%0.15%Q1 2020Q3 202314
CreativeOne Wealth, LLC 1210.04%0.13%0.25%Q3 2019Q2 202313
Eudaimonia Partners, LLC 710.01%0.23%0.60%Q4 2019Q3 202313
Kestra Advisory Services, LLC 13130.14%0.23%0.40%Q3 2020Q3 202313
Essex Financial Services, Inc. 13130.03%0.04%0.07%Q3 2020Q3 202313
Belpointe Asset Management LLC 13130.01%0.06%0.19%Q2 2020Q2 202313
SIMPLEX TRADING, LLC 710.00%0.00%0.00%Q2 2018Q3 202313
TD Capital Management LLC 13130.03%0.05%0.08%Q3 2020Q3 202313
Founders Financial Alliance, LLC 13130.02%0.08%0.12%Q3 2020Q3 202313
Key FInancial Inc 1210.01%0.01%0.03%Q1 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.04%0.08%0.11%Q3 2020Q3 202313
NEXT Financial Group, Inc 810.00%0.07%0.22%Q4 2016Q4 202113
THRIVENT FINANCIAL FOR LUTHERANS 13130.00%0.01%0.02%Q3 2020Q3 202313
Gladstone Institutional Advisory LLC 1210.06%0.12%0.19%Q1 2020Q3 202313
Cornerstone Wealth Management, LLC 1030.02%0.08%0.20%Q2 2020Q3 202313
EDMOND DE ROTHSCHILD HOLDING S.A. 12120.00%0.03%0.06%Q4 2020Q3 202312
Destiny Wealth Partners, LLC 12120.93%1.27%1.64%Q4 2020Q3 202312
Levy Wealth Management Group, LLC 12120.09%0.13%0.16%Q4 2020Q3 202312
GLENMEDE TRUST CO NA 810.00%0.00%0.00%Q3 2017Q1 202212
Mayflower Financial Advisors, LLC 12120.08%0.18%0.22%Q4 2020Q3 202312
Laurel Wealth Advisors LLC 12120.34%0.59%0.75%Q4 2020Q3 202312
Tempus Wealth Planning, LLC 12120.17%0.26%0.34%Q4 2020Q3 202312
MILLENNIUM MANAGEMENT LLC 710.00%0.00%0.01%Q3 2021Q3 202312
Moloney Securities Asset Management, LLC 12120.04%0.10%0.16%Q4 2020Q3 202312
ACG Wealth 12120.03%0.04%0.06%Q2 2017Q1 202012
Gradient Investments LLC 620.00%0.00%0.00%Q4 2015Q1 202312
Cambridge Advisors Inc. 12120.06%0.11%0.14%Q4 2020Q3 202312
Pacifica Partners Inc. 12120.00%0.00%0.01%Q1 2021Q4 202312
1832 Asset Management L.P. 12120.00%0.00%0.00%Q4 2020Q3 202312
Bridge Advisory, LLC 12120.08%0.36%0.65%Q4 2020Q3 202312
ROCKY MOUNTAIN ADVISERS, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
CENTAURUS FINANCIAL, INC. 1010.02%0.08%0.22%Q2 2020Q3 202312
TSFG, LLC 12120.02%0.05%0.10%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.15%0.20%0.27%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.02%0.02%0.03%Q4 2020Q3 202312
Avior Wealth Management, LLC 12120.00%0.06%0.11%Q4 2020Q3 202312
Kovack Advisors, Inc. 12120.04%0.06%0.15%Q4 2020Q3 202312
Wagner Wealth Management, LLC 12120.11%0.27%0.78%Q4 2020Q3 202312
Compagnie Lombard Odier SCmA 530.00%0.00%0.01%Q4 2017Q3 202312
SYNOVUS FINANCIAL CORP 1020.00%0.01%0.01%Q1 2020Q3 202312
MTM Investment Management, LLC 12120.01%0.06%0.11%Q4 2020Q3 202312
LEVEL FOUR ADVISORY SERVICES, LLC 840.02%0.12%0.42%Q3 2020Q3 202312
Mascoma Wealth Management LLC 910.00%0.03%0.05%Q2 2019Q3 202311
PFG Advisors 11110.02%0.04%0.07%Q2 2020Q4 202211
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 11110.02%0.22%0.37%Q1 2019Q3 202111
Tower Research Capital LLC (TRC) 310.00%0.00%0.01%Q3 2015Q3 202311
FIFTH THIRD BANCORP 1010.00%0.00%0.00%Q3 2020Q3 202311
USCA RIA LLC 650.02%0.09%0.13%Q2 2017Q2 202111
Venture Visionary Partners LLC 11110.03%0.10%0.15%Q1 2021Q3 202311
Fort Point Capital Partners LLC 11110.05%0.08%0.12%Q4 2020Q2 202311
Waverly Advisors, LLC 11110.11%0.19%0.27%Q1 2021Q3 202311
LFA - Lugano Financial Advisors SA 11111.96%2.48%3.24%Q1 2021Q3 202311
SUMITOMO MITSUI FINANCIAL GROUP, INC. 11110.05%0.06%0.10%Q1 2021Q3 202311
Clear Creek Financial Management, LLC 1010.04%0.05%0.05%Q4 2020Q3 202311
Westshore Wealth, LLC 1010.18%0.26%0.37%Q4 2019Q2 202311
First Heartland Consultants, Inc. 11110.11%0.28%0.51%Q1 2021Q3 202311
RAYMOND JAMES TRUST N.A. 11110.01%0.02%0.03%Q1 2021Q3 202311
J.W. COLE ADVISORS, INC. 830.09%0.19%0.26%Q4 2020Q3 202311
JAMES INVESTMENT RESEARCH INC 11110.06%0.16%0.22%Q1 2021Q3 202311
Integrated Wealth Concepts LLC 11110.02%0.03%0.06%Q1 2021Q3 202311
Patriot Financial Group Insurance Agency, LLC 830.00%0.01%0.04%Q3 2017Q2 202211
FIRST TRUST ADVISORS LP 11110.01%0.02%0.03%Q1 2021Q3 202311
Global Trust Asset Management, LLC 610.01%0.11%0.29%Q1 2018Q3 202311
Spire Wealth Management 11110.01%0.01%0.02%Q1 2021Q3 202311
QUADRANT CAPITAL GROUP LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
LS Investment Advisors, LLC 1010.01%0.01%0.03%Q1 2018Q3 202111
Ameritas Investment Company, LLC 920.00%0.10%0.24%Q4 2018Q3 202111
NewEdge Advisors, LLC 11110.01%0.09%0.29%Q1 2021Q3 202311
Sunbelt Securities, Inc. 1010.05%0.22%0.40%Q4 2020Q3 202311
KMG FIDUCIARY PARTNERS, LLC 640.04%0.12%0.27%Q4 2018Q1 202210
BAROMETER CAPITAL MANAGEMENT INC. 910.09%0.18%0.36%Q1 2019Q1 202210
Winch Advisory Services, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
PECAUT & CO. 10100.00%0.92%1.21%Q2 2021Q3 202310
Wellington Shields Capital Management, LLC 10100.03%0.07%0.13%Q2 2021Q3 202310
UNITED CAPITAL FINANCIAL ADVISORS, LLC 10100.00%0.00%0.00%Q4 2020Q1 202310
Acorn Wealth Advisors, LLC 430.02%0.12%0.18%Q4 2017Q3 202310
Strategic Blueprint, LLC 10100.04%0.19%0.27%Q2 2021Q3 202310
Global Wealth Management Investment Advisory, Inc. 820.00%0.00%0.01%Q4 2018Q1 202210
HARBOR INVESTMENT ADVISORY, LLC 610.00%0.00%0.00%Q4 2019Q3 202310
BNP PARIBAS FINANCIAL MARKETS 910.00%0.00%0.01%Q1 2021Q3 202310
Avestar Capital, LLC 710.03%0.62%1.17%Q4 2017Q3 202310
HARBOUR INVESTMENTS, INC. 640.03%0.06%0.09%Q1 2021Q3 202310
Triumph Capital Management 10100.01%1.28%1.89%Q2 2021Q3 202310
Pinnacle Wealth Management Advisory Group, LLC 10100.07%0.38%0.67%Q2 2021Q3 202310
DeDora Capital, Inc. 730.10%0.15%0.19%Q1 2021Q3 202310
Qube Research & Technologies Ltd 510.00%0.01%0.05%Q4 2019Q3 202310
Accel Wealth Management 10100.00%0.02%0.03%Q4 2020Q1 202310
B. Riley Wealth Management, Inc. 10100.00%0.13%0.26%Q1 2020Q2 202210
MV CAPITAL MANAGEMENT, INC. 10100.00%0.00%0.00%Q2 2021Q3 202310
Sandy Spring Bank 10100.00%0.00%0.00%Q2 2021Q3 202310
Tidal Investments LLC 730.01%0.01%0.03%Q4 2020Q3 202310
Sonora Investment Management, LLC 10100.00%0.00%0.00%Q2 2019Q3 202110
FLOW TRADERS U.S. LLC 410.02%0.10%0.22%Q1 2020Q3 20239
Commonwealth Equity Services, Inc 990.00%0.00%0.01%Q3 2015Q3 20179
Guidant Wealth Advisors 990.01%0.02%0.03%Q3 2017Q3 20199
Simplicity Solutions, LLC 810.11%0.15%0.22%Q3 2018Q4 20209
TrueWealth Advisors, LLC 990.11%0.38%0.54%Q2 2021Q2 20239
Rye Brook Capital LLC 990.14%0.68%1.33%Q3 2021Q3 20239
GeoWealth Management, LLC 810.01%0.05%0.11%Q3 2019Q2 20229
Atria Investments, Inc 410.01%0.03%0.06%Q4 2019Q3 20239
IAM Advisory, LLC 990.07%0.83%1.83%Q3 2021Q3 20239
M Holdings Securities, Inc. 540.05%0.05%0.07%Q3 2020Q1 20239
Ruggie Capital Group 990.29%1.45%3.54%Q4 2017Q4 20199
Integrated Advisors Network LLC 720.01%0.02%0.03%Q1 2021Q2 20239
Vontobel Holding Ltd. 990.00%0.01%0.02%Q3 2021Q3 20239
MEITAV INVESTMENT HOUSE LTD 990.01%0.01%0.02%Q3 2021Q3 20239
Good Life Advisors, LLC 990.03%0.51%0.97%Q3 2021Q3 20239
Renaissance Technologies 540.00%0.00%0.00%Q3 2020Q2 20239
BANK OF NOVA SCOTIA 990.00%0.00%0.01%Q3 2021Q3 20239
U.S. Capital Wealth Advisors, LLC 990.06%0.17%0.28%Q3 2021Q3 20239
PRIVATE TRUST CO NA 990.02%0.03%0.05%Q3 2021Q3 20239
Sequoia Wealth Management, LLC 990.72%2.19%7.35%Q4 2017Q4 20199
Banco Santander, S.A. 990.00%0.01%0.01%Q3 2021Q3 20239
PRUDENTIAL PLC 990.01%1.19%1.82%Q3 2021Q3 20239
PALLADIEM, LLC 992.39%3.96%6.55%Q2 2021Q2 20239
Wealthfront Advisers LLC 990.00%0.00%0.01%Q3 2021Q3 20239
StoneX Group Inc. 720.06%0.10%0.16%Q2 2020Q2 20239
COTTONWOOD CAPITAL ADVISORS, LLC 880.39%0.45%0.49%Q4 2021Q3 20238
Fortis Advisors, LLC 880.02%0.19%0.27%Q4 2021Q3 20238
Crescent Grove Advisors, LLC 880.06%0.14%0.18%Q4 2021Q3 20238
Bensler, LLC 880.05%0.06%0.07%Q4 2021Q3 20238
Valmark Advisers, Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
ACCESS FINANCIAL SERVICES, INC. 880.37%0.43%0.52%Q2 2021Q1 20238
TD Waterhouse Canada Inc. 880.00%0.01%0.02%Q4 2021Q3 20238
FIRST NATIONAL TRUST CO 880.01%0.02%0.02%Q4 2021Q3 20238
OLD MISSION CAPITAL LLC 410.01%0.06%0.34%Q4 2015Q1 20238
Mason & Associates Inc 880.08%0.76%2.87%Q4 2021Q3 20238
ALPINE WOODS CAPITAL INVESTORS, LLC 880.06%0.07%0.08%Q4 2018Q3 20208
OPPENHEIMER ASSET MANAGEMENT INC. 880.05%0.08%0.10%Q4 2020Q3 20228
American Financial Advisors, LLC 530.12%1.54%1.89%Q3 2021Q3 20238
JNBA Financial Advisors 880.00%0.00%0.00%Q4 2021Q3 20238
O'ROURKE & COMPANY, Inc 880.57%1.06%1.56%Q4 2021Q3 20238
Ameritas Investment Partners, Inc. 880.00%0.01%0.01%Q4 2021Q3 20238
BREWIN DOLPHIN LTD 880.00%0.28%0.38%Q3 2020Q2 20228
SFI Advisors, LLC 883.24%4.06%4.51%Q4 2021Q3 20238
Golden State Wealth Management, LLC 410.00%0.11%0.31%Q1 2019Q1 20228
HRT FINANCIAL LP 710.00%0.03%0.08%Q3 2021Q3 20238
Thrive Capital Management, LLC 880.96%1.12%1.48%Q4 2021Q3 20238
FAS Wealth Partners, Inc. 440.00%0.00%0.00%Q3 2021Q3 20238
Mariner, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Unconventional Investor, LLC 880.24%0.26%0.30%Q4 2021Q3 20238
Psagot Value Holdings Ltd. 880.00%0.04%0.24%Q4 2019Q3 20218
WealthShield Partners, LLC 410.00%0.04%0.14%Q2 2018Q1 20228
Florin Court Capital LLP 620.31%4.86%20.18%Q4 2020Q3 20238
Rathbones Group PLC 880.01%0.01%0.01%Q4 2021Q3 20238
WHITTIER TRUST CO 880.00%0.00%0.00%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.01%0.01%Q4 2021Q3 20238
Crumly & Associates Inc. 881.09%1.65%2.58%Q4 2020Q3 20228
Sweet Financial Partners, LLC 880.26%1.79%2.37%Q4 2021Q3 20238
WOLFF WIESE MAGANA LLC 880.00%0.00%0.00%Q4 2021Q3 20238
MGO ONE SEVEN LLC 880.01%0.03%0.05%Q4 2021Q3 20238
PURSUE WEALTH PARTNERS LLC 880.20%0.37%0.63%Q4 2021Q3 20238
WealthCare Investment Partners, LLC 880.40%1.08%1.42%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.14%0.16%0.20%Q4 2021Q3 20238
PCG Wealth Advisors, LLC 880.15%0.49%1.16%Q4 2021Q3 20238
Ignite Planners, LLC 880.25%0.46%0.69%Q4 2021Q3 20238
Financial Management Professionals, Inc. 880.00%0.00%0.01%Q3 2021Q2 20238
Quantum Private Wealth, LLC 880.17%0.21%0.22%Q4 2021Q3 20238
Pekin Hardy Strauss, Inc. 880.21%0.37%0.45%Q1 2020Q4 20218
MMBG INVESTMENT ADVISORS CO. 880.04%0.06%0.07%Q4 2021Q3 20238
Key Client Fiduciary Advisors, LLC 880.65%0.88%1.12%Q4 2021Q3 20238
SFG Wealth Management, LLC. 880.23%0.40%0.48%Q4 2021Q3 20238
Lee Financial Group Hawaii, Inc. 881.15%3.89%6.30%Q2 2020Q1 20228
Stegent Equity Advisors, Inc. 880.67%1.01%1.32%Q4 2021Q3 20238
ASB Consultores, LLC 880.67%1.15%1.46%Q4 2021Q3 20238
NEW ENGLAND ASSET MANAGEMENT INC 880.00%0.00%0.01%Q4 2021Q3 20238
NOMURA ASSET MANAGEMENT CO LTD 710.00%0.02%0.04%Q4 2020Q3 20238
Melone Private Wealth, LLC 880.81%0.99%1.16%Q4 2021Q3 20238
Stevens First Principles Investment Advisors 880.48%0.58%0.68%Q4 2016Q3 20188
DEUTSCHE BANK AG\ 310.00%0.00%0.00%Q2 2019Q4 20228
GUARDIAN WEALTH ADVISORS, LLC / NC 880.00%0.03%0.04%Q4 2021Q3 20238
Castleview Partners, LLC 880.01%0.23%0.31%Q4 2021Q3 20238
RESOURCES MANAGEMENT CORP /CT/ /ADV 880.00%0.00%0.00%Q1 2021Q4 20228
EUDAIMONIA ADVISORS LLC 880.18%0.44%0.99%Q4 2021Q3 20238
HBK Sorce Advisory LLC 530.02%0.03%0.06%Q3 2021Q3 20238
Paladin Advisory Group, LLC 880.03%0.03%0.04%Q4 2021Q3 20238
Stephens Consulting, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Claro Advisors LLC 410.07%0.08%0.09%Q4 2018Q3 20238
Paragon Private Wealth Management, LLC 520.17%0.23%0.29%Q4 2021Q3 20237
HL FINANCIAL SERVICES LLC 770.02%0.02%0.03%Q3 2017Q1 20197
ALLIANCEBERNSTEIN L.P. 770.00%0.00%0.00%Q1 2022Q3 20237
Banque Cantonale Vaudoise 770.00%0.01%0.01%Q1 2022Q3 20237
SRS Capital Advisors, Inc. 510.00%0.01%0.01%Q2 2021Q3 20237
SEAVIEW INVESTMENT MANAGERS LLC 320.08%0.52%0.76%Q3 2020Q3 20237
Raleigh Capital Management Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.03%0.04%0.05%Q1 2022Q3 20237
Glassman Wealth Services 770.00%0.00%0.00%Q1 2022Q3 20237
Hudson Value Partners, LLC 770.18%0.21%0.23%Q4 2020Q2 20227
AlphaMark Advisors, LLC 770.08%0.09%0.10%Q1 2022Q3 20237
HB Wealth Management, LLC 430.01%0.01%0.01%Q4 2021Q3 20237
Frisch Financial Group, Inc. 771.57%1.80%2.01%Q1 2022Q3 20237
Cordasco Financial Network 770.00%0.00%0.00%Q4 2017Q2 20197
EVOKE WEALTH, LLC 770.00%0.00%0.00%Q1 2021Q3 20227
HUNTINGTON NATIONAL BANK 610.00%0.00%0.00%Q2 2021Q3 20237
FDx Advisors, Inc. 610.01%0.32%0.64%Q2 2021Q3 20237
Capital Analysts, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
KRAEMATON INVESTMENT ADVISORS, INC 770.58%0.69%0.85%Q1 2022Q3 20237
MONEY CONCEPTS CAPITAL CORP 520.00%0.01%0.03%Q4 2020Q4 20227
Weaver Consulting Group 770.00%0.01%0.01%Q1 2019Q3 20207
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 430.18%0.34%0.56%Q4 2021Q3 20237
Advisor OS, LLC 770.03%0.60%1.20%Q1 2022Q3 20237
DUBUQUE BANK & TRUST CO 770.00%0.00%0.00%Q3 2017Q1 20197
Cardan Capital Partners, LLC 770.09%0.16%0.21%Q2 2017Q4 20187
MANUFACTURERS LIFE INSURANCE COMPANY, THE 520.00%0.00%0.00%Q3 2016Q2 20187
OneDigital Investment Advisors LLC 770.02%0.03%0.04%Q1 2022Q3 20237
MARSHALL WACE, LLP 770.00%0.01%0.02%Q3 2021Q1 20237
WEALTH EFFECTS LLC 430.10%0.16%0.25%Q4 2021Q3 20237
American Research & Management Co. 770.04%0.07%0.08%Q1 2021Q3 20227
Delta Investment Management, LLC 770.25%0.36%0.53%Q1 2022Q3 20237
Winslow, Evans & Crocker, Inc. 770.00%0.06%0.09%Q2 2019Q4 20207
Portfolio Strategies, Inc. 512.14%2.97%6.34%Q2 2018Q4 20217
Aurora Private Wealth, Inc. 770.07%0.12%0.16%Q1 2020Q3 20217
CORBYN INVESTMENT MANAGEMENT INC/MD 430.08%0.09%0.11%Q2 2021Q3 20237
FLAGSTAR ADVISORS INC 770.08%0.15%0.22%Q1 2022Q3 20237
CENTRAL TRUST Co 770.00%0.00%0.00%Q1 2022Q3 20237
CORRADO ADVISORS, LLC 770.45%0.81%1.29%Q1 2022Q3 20237
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 770.03%0.07%0.12%Q1 2022Q3 20237
SIGNATUREFD, LLC 610.00%0.00%0.00%Q3 2021Q3 20237
SVB WEALTH LLC 610.00%0.00%0.01%Q4 2020Q3 20227
PATHSTONE FAMILY OFFICE, LLC 310.00%0.01%0.02%Q1 2020Q3 20236
Veritable, L.P. 660.00%0.00%0.01%Q1 2022Q2 20236
Laidlaw Wealth Management LLC 420.04%0.14%0.25%Q4 2021Q3 20236
Zurcher Kantonalbank (Zurich Cantonalbank) 660.00%0.00%0.00%Q4 2021Q1 20236
Lokken Investment Group LLC 510.54%0.86%1.56%Q1 2012Q1 20226
DIVIDEND ASSETS CAPITAL, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 660.02%0.03%0.04%Q2 2022Q3 20236
MAI Capital Management 310.00%0.00%0.01%Q4 2020Q3 20236
Sanford Advisory Services, LLC 660.05%0.06%0.08%Q3 2021Q4 20226
Altshuler Shaham Ltd 510.00%0.24%0.42%Q4 2019Q2 20216
Investors Research Corp 660.00%0.00%0.00%Q2 2022Q3 20236
EXANE DERIVATIVES 510.04%0.15%0.33%Q1 2020Q2 20226
Pitti Group Wealth Management, LLC 662.50%2.88%3.32%Q4 2021Q1 20236
Private Portfolio Partners LLC 660.10%0.13%0.17%Q2 2022Q3 20236
Archer Investment Corp 330.00%0.00%0.00%Q4 2018Q3 20236
Worth Asset Management, LLC 660.01%0.02%0.05%Q1 2022Q2 20236
Cascadia Advisory Services, LLC 310.08%0.21%0.52%Q4 2019Q3 20216
Covington Capital Management 660.00%0.00%0.00%Q2 2021Q3 20226
GREAT VALLEY ADVISOR GROUP, INC. 660.02%0.02%0.02%Q2 2022Q3 20236
Cresset Asset Management, LLC 510.00%0.00%0.01%Q1 2022Q3 20236
Psagot Value Holdings Ltd. / (Israel) 660.01%0.11%0.27%Q3 2021Q4 20226
Holloway Wealth Management, LLC 660.03%0.05%0.06%Q4 2020Q1 20226
ICA Group Wealth Management, LLC 660.03%0.09%0.11%Q1 2022Q2 20236
MSI Financial Services Inc 660.00%0.00%0.01%Q3 2015Q4 20166
Procyon Advisors, LLC 660.87%1.20%1.47%Q2 2022Q3 20236
LIBERTY WEALTH MANAGEMENT LLC 660.00%0.01%0.03%Q2 2020Q3 20216
HBC Financial Services, PLLC 660.00%0.04%0.05%Q2 2022Q3 20236
Prime Capital Investment Advisors, LLC 660.05%0.06%0.08%Q2 2022Q3 20236
InterOcean Capital Group, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
OLD SECOND NATIONAL BANK OF AURORA 660.25%0.49%0.56%Q2 2022Q3 20236
Kingsview Wealth Management, LLC 210.01%0.03%0.04%Q2 2020Q3 20236
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 330.01%0.02%0.02%Q4 2021Q3 20236
VALLEY WEALTH MANAGERS, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
BALDWIN BROTHERS LLC/MA 550.03%0.03%0.03%Q4 2022Q4 20235
Laird Norton Wetherby Wealth Management, LLC 320.01%0.01%0.02%Q4 2021Q3 20235
Wambolt & Associates, LLC 320.07%0.08%0.09%Q3 2021Q3 20235
One Charles Private Wealth Services, LLC 550.12%0.16%0.18%Q3 2021Q3 20225
Community Bank, N.A. 550.00%0.00%0.00%Q1 2021Q1 20225
Quaker Wealth Management, LLC 550.18%1.23%2.03%Q3 2022Q3 20235
Hanson & Doremus Investment Management 550.01%0.02%0.02%Q3 2022Q3 20235
Caprock Group, LLC 410.02%0.02%0.02%Q1 2022Q3 20235
Axiom Investment Management LLC 320.05%0.22%0.40%Q2 2019Q4 20205
SG Americas Securities, LLC 410.00%0.00%0.00%Q1 2019Q3 20235
Meridian Wealth Management, LLC 550.09%0.11%0.13%Q2 2022Q2 20235
NORTHWEST WEALTH MANAGEMENT, LLC 550.00%0.00%0.00%Q1 2018Q1 20195
AVIANCE CAPITAL MANAGEMENT, LLC 550.05%0.06%0.09%Q1 2018Q1 20195
Stonehage Fleming Financial Services Holdings Ltd 550.00%0.00%0.01%Q3 2022Q3 20235
Ten Capital Wealth Advisors, LLC 550.00%0.00%0.00%Q2 2021Q2 20225
Apollon Wealth Management, LLC 320.01%0.02%0.04%Q4 2021Q2 20235
ACCURATE INVESTMENT SOLUTIONS, INC. 320.00%0.00%0.01%Q4 2017Q1 20205
PERSONAL CFO SOLUTIONS, LLC 550.04%0.05%0.05%Q2 2022Q2 20235
FINANCIAL COUNSELORS INC 550.01%0.01%0.01%Q3 2022Q3 20235
Global Assets Advisory, LLC 550.22%0.24%0.25%Q3 2022Q3 20235
Clearview Wealth Advisors LLC 550.01%0.01%0.02%Q4 2020Q4 20215
Bedel Financial Consulting, Inc. 550.02%0.02%0.02%Q1 2021Q1 20225
McIlrath & Eck, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
TriaGen Wealth Management LLC 550.52%0.74%0.87%Q4 2020Q4 20215
Lido Advisors, LLC 320.00%0.00%0.00%Q4 2021Q3 20235
BARCLAYS PLC 410.00%0.00%0.00%Q2 2018Q2 20215
BECK CAPITAL MANAGEMENT, LLC 550.61%0.72%1.02%Q3 2022Q3 20235
Newbridge Financial Services Group, Inc. 410.00%0.01%0.01%Q4 2021Q3 20235
Csenge Advisory Group 410.03%0.05%0.09%Q2 2020Q3 20235
Belvedere Trading LLC 220.02%0.03%0.07%Q4 2020Q2 20225
CoreCap Advisors, LLC 550.12%0.18%0.24%Q4 2021Q4 20225
Crescent Capital Consulting, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
PSI Advisors, LLC 550.01%0.15%0.30%Q4 2021Q4 20225
Capital Bank & Trust Co 550.00%0.00%0.00%Q2 2017Q2 20185
American Financial Network Advisory Services LLC 410.11%0.18%0.37%Q4 2017Q1 20195
LifePro Asset Management 550.10%0.13%0.15%Q1 2022Q1 20235
Masso Torrence Wealth Management Inc. 550.72%1.18%1.43%Q4 2021Q4 20225
Apeiron RIA LLC 550.10%0.13%0.16%Q3 2022Q3 20235
Archford Capital Strategies, LLC 550.10%0.16%0.23%Q1 2020Q1 20215
DAVIS R M INC 550.01%0.01%0.01%Q3 2022Q3 20235
FinTrust Capital Advisors, LLC 410.00%0.00%0.01%Q1 2022Q3 20235
Riggs Asset Managment Co. Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
Savior LLC 550.00%0.01%0.02%Q3 2022Q3 20235
MASSMUTUAL TRUST CO FSB/ADV 410.00%0.00%0.00%Q1 2019Q4 20215
Bangor Savings Bank 550.01%0.01%0.01%Q3 2022Q3 20235
MARK SHEPTOFF FINANCIAL PLANNING, LLC 550.02%0.04%0.05%Q3 2022Q3 20235
VALLEY NATIONAL ADVISERS INC 550.08%0.09%0.10%Q3 2022Q3 20235
Selective Wealth Management, Inc. 550.00%0.06%0.12%Q2 2021Q2 20225
Cedar Brook Financial Partners, LLC 320.05%0.06%0.06%Q4 2021Q3 20235
Parallax Volatility Advisers, L.P. 210.00%0.00%0.00%Q2 2021Q1 20225
NewDay Solutions, LLC 412.15%2.95%3.29%Q4 2018Q1 20205
Certified Advisory Corp 310.00%0.00%0.00%Q2 2018Q2 20204
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Prosperity Financial Group, Inc. 440.95%1.22%1.88%Q4 2022Q3 20234
OVERSEA-CHINESE BANKING Corp Ltd 440.03%0.04%0.04%Q4 2022Q3 20234
O'Dell Group, LLC 310.01%0.01%0.01%Q3 2021Q3 20224
Householder Group Estate & Retirement Specialist, LLC 110.05%0.17%0.55%Q4 2021Q3 20234
Clearshares LLC 441.39%2.15%2.69%Q2 2018Q1 20194
Farther Finance Advisors, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
GFS Advisors, LLC 440.13%0.14%0.15%Q2 2021Q1 20224
Resurgent Financial Advisors LLC 440.09%0.13%0.14%Q4 2022Q3 20234
Financial Freedom, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
Castle Rock Wealth Management, LLC 440.08%0.10%0.12%Q3 2021Q2 20224
Y-Intercept (Hong Kong) Ltd 210.03%0.06%0.12%Q2 2021Q1 20234
Zullo Investment Group, Inc. 440.01%0.04%0.04%Q1 2022Q4 20224
MERCER GLOBAL ADVISORS INC /ADV 310.00%0.00%0.00%Q1 2022Q3 20234
CASCADE INVESTMENT GROUP, INC. 442.48%2.53%2.57%Q4 2022Q3 20234
BESSEMER GROUP INC 210.00%0.00%0.00%Q3 2018Q4 20224
River Street Advisors LLC 440.28%0.29%0.30%Q4 2022Q3 20234
DCM Advisors, LLC 440.13%0.19%0.31%Q4 2020Q3 20214
JMAC ENTERPRISES LLC 440.13%0.45%0.59%Q1 2022Q4 20224
CALTON & ASSOCIATES, INC. 440.05%0.14%0.22%Q1 2021Q4 20214
Signature Wealth Management Group 440.00%0.00%0.00%Q4 2017Q3 20184
BBJS FINANCIAL ADVISORS, LLC 440.03%1.23%1.72%Q4 2022Q3 20234
BCS Wealth Management 440.09%0.10%0.11%Q4 2020Q3 20214
Richard W. Paul & Associates, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
COMERICA SECURITIES,INC. 440.02%0.03%0.03%Q4 2022Q3 20234
Y.D. More Investments Ltd 440.04%0.05%0.06%Q4 2022Q3 20234
1 NORTH WEALTH SERVICES LLC 221.15%1.19%1.25%Q4 2018Q4 20194
Great Diamond Partners, LLC 440.12%0.15%0.16%Q4 2019Q3 20204
Corbenic Partners LLC 440.00%0.01%0.01%Q3 2021Q2 20224
CHELSEA COUNSEL CO 440.10%0.11%0.12%Q4 2022Q3 20234
Black Swift Group, LLC 440.96%1.31%1.78%Q3 2022Q2 20234
Beacon Financial Advisory LLC 440.11%0.15%0.21%Q4 2021Q3 20224
BDO Wealth Advisors, LLC 440.01%0.01%0.01%Q3 2022Q2 20234
INSIGNEO ADVISORY SERVICES, LLC 440.08%0.10%0.12%Q4 2022Q3 20234
OneAscent Wealth Management LLC 310.38%0.44%0.51%Q1 2022Q3 20234
Gateway Wealth Partners, LLC 440.08%0.10%0.11%Q4 2022Q3 20234
CREDIT SUISSE AG/ 310.00%0.00%0.00%Q4 2019Q4 20224
VitalStone Financial, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Virtue Capital Management, LLC 220.04%0.05%0.06%Q4 2021Q3 20234
GPS Wealth Strategies Group, LLC 440.02%0.02%0.02%Q1 2021Q4 20214
Fiduciary Alliance LLC 440.25%0.27%0.28%Q4 2022Q3 20234
Callan Family Office, LLC 440.25%0.29%0.31%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Interchange Capital Partners, LLC 440.22%0.23%0.25%Q4 2022Q3 20234
XML Financial, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
NORTHWEST INVESTMENT COUNSELORS, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Lighthouse Financial Advisors, Inc. 440.17%0.29%0.42%Q2 2020Q1 20214
Realta Investment Advisors 220.03%0.03%0.03%Q3 2022Q3 20234
Blue Trust, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
JOHNSON INVESTMENT COUNSEL INC 310.00%0.00%0.00%Q1 2022Q3 20234
Ahrens Investment Partners LLC 310.00%0.00%0.00%Q4 2021Q1 20234
Titus Wealth Management 440.15%0.17%0.23%Q3 2021Q2 20224
Cerro Pacific Wealth Advisors LLC 440.29%0.36%0.44%Q2 2022Q1 20234
EWG Elevate Inc. 310.01%0.78%2.43%Q3 2021Q4 20224
Horan Securities, Inc. 440.00%0.00%0.00%Q3 2022Q2 20234
Flaharty Asset Management, LLC 440.04%0.06%0.07%Q1 2021Q4 20214
Sterling Financial Planning, Inc. 440.02%0.02%0.03%Q4 2020Q3 20214
Financial Partners Group, Inc 440.04%0.05%0.05%Q4 2022Q3 20234
Mainsail Financial Group, LLC 441.70%1.80%1.87%Q4 2022Q3 20234
Covenant Multifamily Offices, LLC 440.04%0.05%0.06%Q4 2020Q3 20214
F3Logic, LLC 330.05%0.06%0.06%Q1 2019Q3 20193
Salomon & Ludwin, LLC 330.01%0.01%0.01%Q2 2019Q4 20193
CVA Family Office, LLC 330.01%0.01%0.01%Q1 2022Q3 20223
MANCHESTER FINANCIAL INC 330.01%0.01%0.01%Q3 2020Q1 20213
EP Wealth Advisors, LLC 210.00%0.00%0.00%Q4 2020Q2 20223
WCG Wealth Advisors LLC 220.00%0.04%0.07%Q2 2022Q3 20223
Quantitative Advantage, LLC 210.04%0.04%0.04%Q2 2021Q1 20223
Semmax Financial Advisors Inc. 330.00%0.01%0.01%Q4 2018Q2 20193
Beaumont Asset Management, L.L.C. 330.21%0.21%0.22%Q4 2020Q2 20213
Clal Insurance Enterprises Holdings Ltd 330.94%1.04%1.20%Q1 2021Q3 20213
Covestor Ltd 330.04%0.07%0.11%Q4 2021Q2 20223
Wellington Shields & Co., LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Pinnacle Private Wealth, LLC 330.47%0.50%0.51%Q4 2021Q2 20223
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
WealthPlan Investment Management, LLC 210.13%0.16%0.18%Q1 2022Q4 20223
1834 INVESTMENT ADVISORS CO 330.00%0.00%0.00%Q2 2021Q4 20213
NewEdge Wealth, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
SII INVESTMENTS INC/WI 330.03%0.03%0.03%Q1 2017Q3 20173
ALTFEST L J & CO INC 210.08%0.13%0.17%Q3 2020Q3 20223
WNY Asset Management, LLC 330.27%0.30%0.31%Q1 2022Q3 20223
Atomi Financial Group, Inc. 330.09%0.13%0.18%Q1 2023Q3 20233
Apexium Financial, LP 330.03%0.03%0.04%Q1 2023Q3 20233
Sargent Bickham Lagudis LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Glass Jacobson Investment Advisors llc 210.08%0.09%0.10%Q4 2022Q3 20233
MJP ASSOCIATES INC /ADV 330.19%2.17%3.31%Q1 2022Q3 20223
Total Clarity Wealth Management, Inc. 210.00%0.01%0.01%Q3 2021Q2 20223
TPG Financial Advisors, LLC 331.45%1.98%2.48%Q1 2023Q3 20233
TRUST CO OF VERMONT 210.00%0.00%0.00%Q4 2017Q4 20223
ARMSTRONG ADVISORY GROUP, INC 330.00%0.00%0.00%Q4 2022Q2 20233
Bartlett & Co. LLC 330.00%0.00%0.00%Q2 2018Q4 20183
SAGE PRIVATE WEALTH GROUP, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Consolidated Portfolio Review Corp 330.20%0.21%0.21%Q1 2023Q3 20233
Activest Wealth Management 210.00%0.04%0.06%Q3 2021Q4 20223
Arkos Global Advisors 330.06%0.07%0.07%Q3 2021Q1 20223
ERn Financial, LLC 330.42%0.67%1.09%Q4 2021Q2 20223
Ellevest, Inc. 210.00%0.00%0.00%Q1 2021Q3 20223
One Capital Management, LLC 330.01%0.01%0.01%Q1 2022Q3 20223
MADDEN SECURITIES Corp 210.01%0.19%0.40%Q1 2022Q4 20223
James J. Burns & Company, LLC 330.09%0.10%0.11%Q1 2023Q3 20233
Joseph P. Lucia & Associates, LLC 330.00%0.01%0.01%Q1 2021Q3 20213
ProShare Advisors LLC 330.00%0.00%0.00%Q4 2021Q2 20223
ASSETMARK, INC 110.00%0.00%0.00%Q4 2018Q3 20233
TWO SIGMA SECURITIES, LLC 210.01%0.01%0.02%Q3 2022Q3 20233
Sutton Wealth Advisors Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Bank of New York Mellon Corp 210.00%0.00%0.00%Q3 2019Q3 20233
Hamilton Wealth, LLC 330.58%0.62%0.65%Q2 2021Q4 20213
Cape Investment Advisory, Inc. 330.04%0.04%0.04%Q1 2023Q3 20233
Fermata Advisors, LLC 330.09%0.11%0.14%Q1 2022Q3 20223
Merit Financial Group, LLC 210.01%0.02%0.04%Q3 2019Q3 20233
O'Connor Financial Group LLC 330.67%0.68%0.68%Q1 2023Q3 20233
AMERICAN INTERNATIONAL GROUP, INC. 330.00%0.00%0.00%Q3 2015Q1 20163
Strategic Advisors LLC 330.06%0.06%0.06%Q1 2023Q3 20233
Lake Point Wealth Management 330.00%0.00%0.00%Q4 2018Q2 20193
Empire Life Investments Inc. 330.04%0.04%0.04%Q1 2019Q3 20193
Vigilant Capital Management, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Homrich & Berg 330.01%0.01%0.01%Q1 2021Q3 20213
Snider Financial Group 330.76%0.80%0.86%Q1 2023Q3 20233
Carroll Financial Associates, Inc. 330.00%0.00%0.00%Q1 2021Q3 20213
Raab & Moskowitz Asset Management LLC 330.15%0.21%0.27%Q1 2022Q3 20223
REGIONS FINANCIAL CORP 220.00%0.00%0.00%Q4 2018Q1 20192
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q4 2022Q3 20232
Pallas Capital Advisors LLC 220.03%0.05%0.06%Q2 2023Q3 20232
Fortis Capital Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Moisand Fitzgerald Tamayo, LLC 110.00%0.01%0.02%Q4 2021Q3 20222
Vestpro Financial Partners, Inc. dba CPF Texas 220.01%0.01%0.02%Q2 2018Q3 20182
Neuberger Berman Group LLC 110.00%0.00%0.00%Q1 2022Q2 20232
Fusion Investment Group, LLC 220.47%0.47%0.48%Q3 2015Q4 20152
Canvas Wealth Advisors, LLC 220.10%0.10%0.11%Q1 2022Q2 20222
SEI INVESTMENTS CO 220.00%0.00%0.00%Q2 2016Q3 20162
Truadvice, LLC 220.05%0.06%0.07%Q1 2021Q2 20212
Larson Financial Group LLC 220.00%0.02%0.03%Q1 2020Q2 20202
Robbins Farley 220.00%0.00%0.00%Q3 2021Q4 20212
Lindbrook Capital, LLC 110.00%0.00%0.00%Q4 2021Q2 20222
Beacon Capital Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Dunhill Financial, LLC 220.64%0.69%0.74%Q2 2023Q3 20232
Purus Wealth Management, LLC 220.90%0.92%0.94%Q2 2023Q3 20232
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
MIRABELLA FINANCIAL SERVICES LLP 110.07%0.14%0.20%Q1 2022Q1 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Royal Fund Management, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
First Horizon Advisors, Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
Stratos Wealth Advisors, LLC 220.04%0.04%0.05%Q4 2021Q1 20222
GREENWOOD CAPITAL ASSOCIATES LLC 220.09%0.09%0.10%Q3 2021Q4 20212
Aspire Private Capital, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
United Asset Strategies, Inc. 220.06%0.07%0.07%Q3 2021Q4 20212
South Shore Capital Advisors 220.70%0.82%0.93%Q2 2021Q3 20212
Sunesis Advisors, LLC 110.18%0.19%0.19%Q1 2023Q3 20232
COMMERCE BANK 220.00%0.00%0.00%Q2 2023Q3 20232
HARVEST GROUP WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Clearstead Advisors, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
COUNTRY TRUST BANK 220.00%0.00%0.00%Q3 2023Q4 20232
CASTLE WEALTH MANAGEMENT LLC 220.01%0.01%0.01%Q2 2022Q3 20222
New Hampshire Trust 220.01%0.01%0.02%Q4 2022Q1 20232
Institute for Wealth Management, LLC. 220.04%0.04%0.04%Q2 2023Q3 20232
Mattern Wealth Management LLC 110.10%0.10%0.10%Q3 2020Q4 20212
AllSquare Wealth Management LLC 220.00%0.00%0.00%Q4 2016Q1 20172
Westside Investment Management, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
EverSource Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
DHK Financial Advisors, Inc. 220.92%0.95%0.97%Q2 2023Q3 20232
TrinityPoint Wealth, LLC 220.10%0.11%0.11%Q1 2023Q2 20232
Crosspoint Capital Strategies, LLC 220.03%0.03%0.04%Q2 2018Q3 20182
Venturi Wealth Management, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Robertson Stephens Wealth Management, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Clarus Wealth Advisors 220.00%0.01%0.01%Q4 2018Q1 20192
Financial Sense Advisors, Inc. 220.22%0.25%0.27%Q3 2021Q4 20212
PFG Investments, LLC 220.05%0.05%0.05%Q2 2023Q3 20232
Trexquant Investment LP 110.01%0.01%0.01%Q1 2023Q3 20232
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
CAROLINAS WEALTH CONSULTING LLC 110.00%0.00%0.00%Q1 2023Q3 20232
AXXCESS WEALTH MANAGEMENT, LLC 220.03%0.03%0.04%Q4 2021Q1 20222
FIDUCIARY TRUST CO 220.00%0.00%0.01%Q2 2023Q3 20232
BOENNING & SCATTERGOOD, INC. 110.04%0.04%0.04%Q1 2022Q4 20222
Optiver Holding B.V. 220.00%0.00%0.00%Q3 2021Q4 20212
Andesa Financial Management Inc. 220.65%0.69%0.73%Q1 2022Q2 20222
VERUS CAPITAL PARTNERS, LLC 220.00%0.01%0.01%Q4 2019Q1 20202
NORTHERN TRUST CORP 220.00%0.00%0.00%Q2 2023Q3 20232
Allworth Financial LP 220.00%0.00%0.00%Q4 2019Q1 20202
Baker Avenue Asset Management, LP 110.01%0.03%0.06%Q1 2023Q3 20232
OneAscent Financial Services LLC 220.39%0.42%0.46%Q2 2022Q3 20222
Shamrock Asset Management LLC 110.28%0.41%0.54%Q4 2015Q2 20172
Carmel Capital Partners, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
BlackRock Inc. 110.00%0.00%0.00%Q2 2021Q2 20222
KING LUTHER CAPITAL MANAGEMENT CORP 220.00%0.00%0.00%Q4 2021Q1 20222
Joseph Group Capital Management 225.21%5.52%5.83%Q2 2023Q3 20232
Rothschild Capital Partners, LLC 221.40%1.42%1.45%Q3 2021Q4 20212
FSC Wealth Advisors, LLC 220.01%0.02%0.02%Q4 2021Q1 20222
Perigon Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
NEIRG Wealth Management, LLC 220.04%0.04%0.04%Q4 2021Q1 20222
Southern Farm Bureau Life Insurance 220.59%0.60%0.60%Q3 2021Q4 20212
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 220.00%0.00%0.00%Q4 2021Q1 20222
Brookstone Capital Management 220.01%0.02%0.03%Q2 2022Q3 20222
Ford Financial Group, LLC 110.01%0.01%0.01%Q2 2021Q4 20212
Paradigm, Strategies in Wealth Management, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
AVALON CAPITAL MANAGEMENT 220.70%0.72%0.73%Q3 2017Q4 20172
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
PVG ASSET MANAGEMENT CORP 110.67%1.31%1.95%Q3 2018Q1 20232
Karp Capital Management Corp 220.06%0.65%1.25%Q2 2022Q3 20222
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
DAYMARK WEALTH PARTNERS, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Apriem Advisors 220.00%0.00%0.00%Q3 2015Q4 20152
20/20 Capital Management, Inc. 220.28%0.30%0.32%Q1 2021Q2 20212
Arete Wealth Advisors, LLC 220.87%0.88%0.89%Q1 2022Q2 20222
Anchor Investment Management, LLC 110.00%0.00%0.01%Q2 2021Q4 20212
Round Rock Advisors, LLC 220.18%0.18%0.19%Q1 2021Q2 20212
Bay Harbor Wealth Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
CITIZENS FINANCIAL GROUP INC/RI 110.01%0.01%0.01%Q3 2023Q3 20231
North Star Investment Management Corp. 110.01%0.01%0.01%Q4 2021Q4 20211
EdgeRock Capital LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Biltmore Capital Advisors LLC 112.64%2.64%2.64%Q4 2018Q4 20181
Independent Advisor Alliance 110.04%0.04%0.04%Q4 2019Q4 20191
Chevy Chase Trust Holdings, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
MRA Associates USA LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
KINGS POINT CAPITAL MANAGEMENT 110.00%0.00%0.00%Q3 2019Q3 20191
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
VICUS CAPITAL 110.05%0.05%0.05%Q4 2016Q4 20161
AJ WEALTH STRATEGIES, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Measured Wealth Private Client Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Simmons Bank 110.02%0.02%0.02%Q1 2021Q1 20211
Laurel Wealth Planning LLC 110.01%0.01%0.01%Q1 2022Q1 20221
BALYASNY ASSET MANAGEMENT L.P. 110.00%0.00%0.00%Q1 2021Q1 20211
Retirement Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
ALBION FINANCIAL GROUP /UT 110.00%0.00%0.00%Q3 2021Q3 20211
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
DRW Securities, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q1 2017Q1 20171
Eagle Bay Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Carmichael Hill & Associates, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Samalin Investment Counsel, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
Affiance Financial, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Destination Wealth Management 110.00%0.00%0.00%Q1 2019Q1 20191
WEALTHSOURCE PARTNERS, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
IAG Wealth Partners, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Alpha Cubed Investments, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Keystone Financial Group 110.04%0.04%0.04%Q2 2021Q2 20211
SANDERS MORRIS HARRIS LLC 112.30%2.30%2.30%Q2 2022Q2 20221
Fulcrum Equity Management 110.20%0.20%0.20%Q4 2021Q4 20211
Precision Wealth Strategies, LLC 110.18%0.18%0.18%Q1 2022Q1 20221
KEYBANK NATIONAL ASSOCIATION/OH 110.00%0.00%0.00%Q1 2022Q1 20221
Herold Advisors, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
Litman Gregory Wealth Management LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Financial Architects, Inc 110.01%0.01%0.01%Q2 2020Q2 20201
Columbus Macro, LLC 110.28%0.28%0.28%Q2 2021Q2 20211
Diversified, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Investmark Advisory Group LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Crown Wealth Group, LLC 111.41%1.41%1.41%Q3 2023Q3 20231
ASPIRIANT, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
FIRST HORIZON CORP 110.00%0.00%0.00%Q2 2021Q2 20211
Versant Capital Management, Inc 110.00%0.00%0.00%Q4 2023Q4 20231
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Hilltop Holdings Inc. 110.04%0.04%0.04%Q1 2022Q1 20221
TRUEWEALTH LLC 110.00%0.00%0.00%Q2 2020Q2 20201
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 110.07%0.07%0.07%Q1 2022Q1 20221
HOEY INVESTMENTS, INC 110.00%0.00%0.00%Q1 2023Q1 20231
Southland Equity Partners LLC 110.14%0.14%0.14%Q1 2022Q1 20221
ExodusPoint Capital Management, LP 110.05%0.05%0.05%Q2 2021Q2 20211
AXS Investments LLC 110.13%0.13%0.13%Q1 2022Q1 20221
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
tru Independence LLC 110.01%0.01%0.01%Q2 2021Q2 20211
NBC SECURITIES, INC. 110.19%0.19%0.19%Q3 2023Q3 20231
Chicago Partners Investment Group LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Signify Wealth 116.22%6.22%6.22%Q4 2021Q4 20211
CNB Bank 110.01%0.01%0.01%Q1 2023Q1 20231
STONNINGTON GROUP, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Itau Unibanco Holding S.A. 110.06%0.06%0.06%Q1 2022Q1 20221
Altus Wealth Group LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Krilogy Financial LLC 110.14%0.14%0.14%Q1 2023Q1 20231
QCI ASSET MANAGEMENT INC/NY 110.00%0.00%0.00%Q4 2018Q4 20181
Empowered Funds, LLC 114.02%4.02%4.02%Q4 2021Q4 20211
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Sound Income Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Legacy Financial Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Silverleafe Capital Partners, LLC 110.98%0.98%0.98%Q4 2021Q4 20211
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
Savoie Capital LLC 110.51%0.51%0.51%Q3 2023Q3 20231
FIDUCIENT ADVISORS LLC 110.14%0.14%0.14%Q2 2022Q2 20221
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
BROWN ADVISORY INC 110.00%0.00%0.00%Q3 2022Q3 20221
Beacon Pointe Advisors, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Investors Capital Advisory Services 110.04%0.04%0.04%Q4 2015Q4 20151
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Camarda Financial Advisors, LLC 110.97%0.97%0.97%Q1 2022Q1 20221
Comprehensive Financial Consultants Institutional, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Greystone Financial Group, LLC 110.33%0.33%0.33%Q1 2022Q1 20221
Vienna Asset Management LLC 112.22%2.22%2.22%Q4 2021Q4 20211
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
NEXT Financial Holdings 110.05%0.05%0.05%Q1 2019Q1 20191
Wealth Alliance Advisory Group, LLC 110.09%0.09%0.09%Q1 2022Q1 20221
Strategic Investment Solutions, Inc. /IL 110.00%0.00%0.00%Q3 2023Q3 20231
Cyndeo Wealth Partners, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
QCM Cayman, Ltd. 110.34%0.34%0.34%Q4 2020Q4 20201
Regal Investment Advisors LLC 110.14%0.14%0.14%Q4 2021Q4 20211
Fieldpoint Private Securities, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
HBK INVESTMENTS L P 110.01%0.01%0.01%Q3 2023Q3 20231
Carolina Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Miracle Mile Advisors, LLC 110.24%0.24%0.24%Q4 2022Q4 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Watson Rebecca 110.02%0.02%0.02%Q2 2020Q2 20201
Integrated Investment Consultants, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
CAPITAL MANAGEMENT ASSOCIATES /NY/ 111.25%1.25%1.25%Q1 2022Q1 20221
Values First Advisors, Inc. 110.03%0.03%0.03%Q1 2023Q1 20231
Providence Capital Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Brand Asset Management Group, Inc. 110.01%0.01%0.01%Q3 2018Q3 20181
Corient Private Wealth LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WealthTrust Asset Management, LLC 110.14%0.14%0.14%Q4 2021Q4 20211
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
BOK Financial Private Wealth, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
TORONTO DOMINION BANK 110.00%0.00%0.00%Q2 2021Q2 20211
Advisors Preferred, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Urban Wealth Management, LLC 110.59%0.59%0.59%Q2 2022Q2 20221
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
HOWE & RUSLING INC 110.00%0.00%0.00%Q4 2021Q4 20211
IPG Investment Advisors LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Delos Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
WHITTIER TRUST CO OF NEVADA INC 110.01%0.01%0.01%Q2 2022Q2 20221
Parisi Gray Wealth Management 110.00%0.00%0.00%Q2 2021Q2 20211
AIRE ADVISORS, LLC 110.09%0.09%0.09%Q1 2022Q1 20221
COMERICA SECURITIES INC 110.13%0.13%0.13%Q4 2015Q4 20151
FIRST INTERSTATE BANK 110.00%0.00%0.00%Q3 2019Q3 20191
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q3 2022Q3 20221
UMB Bank, n.a. 110.00%0.00%0.00%Q3 2022Q3 20221
Register Financial Advisors LLC 110.01%0.01%0.01%Q1 2023Q1 20231
GSA CAPITAL PARTNERS LLP 110.13%0.13%0.13%Q1 2023Q1 20231
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Missouri Trust & Investment Co 110.00%0.00%0.00%Q4 2021Q4 20211
Gilman Hill Asset Management, LLC 110.08%0.08%0.08%Q2 2023Q2 20231
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
Hibernia Wealth Partners, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
BAILARD, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
ACIMA PRIVATE WEALTH, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Apella Capital, LLC 110.09%0.09%0.09%Q2 2021Q2 20211
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
RVW Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Friedenthal Financial 113.53%3.53%3.53%Q4 2021Q4 20211
Global Financial Private Capital, Inc 110.00%0.00%0.00%Q2 2019Q2 20191
THOMPSON SIEGEL & WALMSLEY LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Grove Bank & Trust 110.01%0.01%0.01%Q3 2023Q3 20231
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q3 2021Q3 20211
FREEDOM WEALTH ALLIANCE, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
AHL INVESTMENT MANAGEMENT, INC. 110.03%0.03%0.03%Q4 2021Q4 20211
RE Dickinson Investment Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Ergawealth Advisors, Inc. 110.24%0.24%0.24%Q4 2022Q4 20221
High Net Worth Advisory Group LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Gryphon Financial Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
LEVEL FOUR FINANCIAL, LLC 110.10%0.10%0.10%Q3 2021Q3 20211
COMERICA BANK 110.02%0.02%0.02%Q3 2023Q3 20231
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q3 2023Q3 20231
Advisor Resource Council 110.07%0.07%0.07%Q2 2021Q2 20211
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
PEDDOCK CAPITAL ADVISORS, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Savant Capital, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Amplius Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
HAP Trading, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Rokos Capital Management LLP 110.50%0.50%0.50%Q3 2021Q3 20211
Harvest Investment Services, LLC 110.68%0.68%0.68%Q3 2023Q3 20231
CMC Financial Group 112.51%2.51%2.51%Q4 2021Q4 20211
First Capital Advisors Group, LLC. 110.01%0.01%0.01%Q2 2023Q2 20231
National Wealth Management Group, LLC 110.30%0.30%0.30%Q3 2022Q3 20221
Capital Square, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Annapolis Financial Services, LLC 110.00%0.00%0.00%Q1 2021Q1 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.