FIRST TR EXCHANGE-TRADED FD shareholder history

Current and past FIRST TR EXCHANGE-TRADED FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 42420.00%0.03%0.06%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.05%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.06%0.13%Q2 2013Q3 202342
OPPENHEIMER & CO INC 41410.01%0.03%0.09%Q3 2013Q3 202341
BANK OF AMERICA CORP /DE/ 40400.00%0.01%0.02%Q4 2013Q3 202340
Janney Montgomery Scott LLC 29110.01%0.07%0.17%Q3 2013Q3 202340
KLINGENSTEIN FIELDS & CO LP 40400.01%0.01%0.03%Q3 2013Q2 202340
STIFEL FINANCIAL CORP 39390.01%0.04%0.07%Q1 2014Q3 202339
PRIVATE TRUST CO NA 3450.04%0.08%0.13%Q4 2013Q3 202339
BENJAMIN F. EDWARDS & COMPANY, INC. 38380.00%0.03%0.10%Q2 2014Q3 202338
WELLS FARGO & COMPANY/MN 3710.00%0.02%0.06%Q3 2013Q3 202338
FIRST TRUST ADVISORS LP 37370.01%0.03%0.10%Q3 2014Q3 202337
Beaumont Financial Partners, LLC 37370.02%0.23%0.87%Q3 2013Q3 202237
D.A. DAVIDSON & CO. 3240.00%0.01%0.06%Q2 2014Q3 202336
UBS Group AG 36360.00%0.02%0.04%Q4 2014Q3 202336
US BANCORP \DE\ 3240.00%0.00%0.01%Q3 2014Q3 202336
Sigma Planning Corp 35350.03%0.10%0.20%Q1 2015Q3 202335
ENVESTNET ASSET MANAGEMENT INC 35350.01%0.02%0.05%Q1 2015Q3 202335
BANK OF MONTREAL /CAN/ 3320.00%0.00%0.00%Q4 2014Q3 202335
Cetera Advisors LLC 35350.01%0.04%0.08%Q1 2015Q3 202335
PNC FINANCIAL SERVICES GROUP, INC. 35350.00%0.00%0.00%Q1 2015Q3 202335
Jaffetilchin Investment Partners, LLC 35350.05%1.47%3.01%Q1 2015Q3 202335
RAYMOND JAMES & ASSOCIATES 3130.00%0.03%0.07%Q1 2015Q3 202334
Prospera Financial Services Inc 1810.05%0.21%0.39%Q4 2013Q3 202334
Cambridge Investment Research Advisors, Inc. 3310.01%0.04%0.10%Q3 2014Q3 202334
Private Advisor Group, LLC 3310.00%0.06%0.17%Q3 2014Q3 202334
Raymond James Financial Services Advisors, Inc. 33330.02%0.07%0.12%Q3 2015Q3 202333
Aspen Investment Management Inc 33330.20%1.87%3.36%Q3 2015Q3 202333
Advisory Services Network, LLC 2760.00%0.24%1.16%Q2 2015Q3 202333
JANE STREET GROUP, LLC 830.00%0.01%0.04%Q1 2014Q3 202332
Cetera Advisor Networks LLC 32320.01%0.04%0.14%Q4 2015Q3 202332
HighTower Advisors, LLC 32320.00%0.04%0.08%Q4 2015Q3 202332
Geneos Wealth Management Inc. 31310.03%0.11%0.39%Q1 2016Q3 202331
IFP Advisors, Inc 17140.01%0.06%0.16%Q4 2015Q3 202331
B. Riley Wealth Advisors, Inc. 2810.00%0.06%0.11%Q2 2014Q3 202330
WELCH & FORBES LLC 30300.03%0.39%0.50%Q2 2016Q3 202330
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2910.06%0.34%0.80%Q4 2015Q3 202330
Winslow, Evans & Crocker, Inc. 29290.27%0.51%0.83%Q4 2013Q4 202029
BEACON FINANCIAL GROUP 29290.49%1.81%4.33%Q3 2016Q3 202329
TELEMUS CAPITAL, LLC 29290.64%1.08%1.92%Q3 2016Q3 202329
LVZ, Inc. 19100.08%1.44%6.46%Q1 2015Q2 202329
WESPAC Advisors, LLC 17110.36%1.36%2.49%Q1 2015Q3 202328
DAVENPORT & Co LLC 28280.00%0.01%0.02%Q4 2016Q3 202328
Atria Investments, Inc 17110.02%0.11%0.23%Q1 2016Q3 202328
Kovack Advisors, Inc. 1610.05%0.40%0.92%Q2 2016Q3 202328
Hilltop Holdings Inc. 16120.04%0.10%0.21%Q1 2015Q3 202328
First Heartland Consultants, Inc. 28280.08%0.64%1.06%Q4 2016Q3 202328
Migdal Insurance & Financial Holdings Ltd. 28280.00%0.09%0.33%Q4 2016Q3 202328
CITIGROUP INC 16110.00%0.00%0.01%Q2 2013Q3 202127
AE Wealth Management LLC 27270.01%0.13%0.42%Q1 2017Q3 202327
NEXT Financial Group, Inc 1310.00%0.03%0.09%Q2 2014Q4 202127
Plante Moran Financial Advisors, LLC 27270.01%0.03%0.05%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.03%0.08%Q2 2013Q4 201927
Steward Partners Investment Advisory, LLC 27270.00%0.10%0.26%Q1 2017Q3 202327
AllSquare Wealth Management LLC 2520.00%0.00%0.00%Q4 2016Q3 202327
Stratos Wealth Partners, LTD. 26260.01%0.07%0.21%Q2 2017Q3 202326
Jacobi Capital Management LLC 26260.01%0.16%0.45%Q2 2017Q3 202326
Snowden Capital Advisors LLC 1880.08%0.32%1.13%Q1 2017Q3 202326
Cranbrook Wealth Management, LLC 26260.04%1.63%2.23%Q2 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.01%0.03%0.13%Q2 2017Q3 202326
Koshinski Asset Management, Inc. 1320.05%0.16%0.35%Q4 2016Q3 202326
CIBC WORLD MARKET INC. 1440.00%0.00%0.00%Q3 2015Q3 202326
Arete Wealth Advisors, LLC 26260.08%0.65%2.37%Q1 2017Q2 202326
Baird Financial Group, Inc. 1870.00%0.02%0.04%Q2 2016Q3 202325
WINTRUST INVESTMENTS LLC 2050.03%0.11%0.41%Q2 2016Q3 202325
JPMORGAN CHASE & CO 14110.00%0.00%0.00%Q2 2015Q3 202325
Advisors Asset Management, Inc. 1960.00%0.00%0.01%Q3 2015Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.03%0.09%Q4 2017Q3 202324
AlphaMark Advisors, LLC 24240.00%0.07%0.16%Q4 2016Q3 202224
Cetera Investment Advisers 2130.02%0.12%0.45%Q1 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.01%0.38%0.84%Q4 2017Q3 202324
Murphy, Middleton, Hinkle & Parker, Inc. 24240.82%1.16%1.35%Q4 2017Q3 202324
Colorado Capital Management, Inc. 24240.92%3.24%4.03%Q4 2017Q3 202324
CREATIVE FINANCIAL DESIGNS INC /ADV 13110.00%0.06%0.18%Q4 2016Q3 202324
Quad-Cities Investment Group, LLC 23231.28%1.83%2.90%Q1 2018Q3 202323
HUNTINGTON NATIONAL BANK 1810.00%0.00%0.00%Q3 2015Q3 202323
IHT Wealth Management, LLC 1250.01%0.08%0.22%Q4 2016Q3 202323
Sowell Financial Services LLC 720.01%0.22%0.57%Q4 2016Q3 202323
AMERIPRISE FINANCIAL INC 1510.00%0.00%0.00%Q1 2014Q3 202323
First Allied Advisory Services, Inc. 1940.01%0.07%0.12%Q2 2014Q3 202023
RFG Advisory, LLC 22220.06%0.21%0.34%Q2 2018Q3 202322
HL FINANCIAL SERVICES LLC 22220.01%0.02%0.03%Q4 2013Q1 201922
Milestone Advisory Partners 22220.36%11.12%22.58%Q4 2017Q1 202322
Csenge Advisory Group 22220.24%1.16%1.66%Q2 2018Q3 202322
CWM, LLC 1380.00%0.05%0.22%Q2 2018Q3 202321
StoneX Group Inc. 1710.10%0.26%1.04%Q2 2017Q3 202321
RAYMOND JAMES TRUST N.A. 1830.01%0.02%0.05%Q2 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.04%0.14%0.23%Q3 2018Q3 202321
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1010.00%0.00%0.01%Q1 2016Q3 202321
Kingsview Wealth Management, LLC 1560.11%0.25%0.95%Q2 2018Q3 202321
Flaharty Asset Management, LLC 1744.57%5.41%6.47%Q1 2017Q3 202321
NewEdge Advisors, LLC 21210.02%0.07%0.21%Q3 2018Q3 202321
First Horizon Advisors, Inc. 1050.00%0.00%0.00%Q4 2017Q3 202321
Capital Investment Advisory Services, LLC 20200.05%0.28%0.56%Q4 2018Q3 202320
Financial Advocates Investment Management 20200.02%0.08%0.15%Q4 2017Q3 202220
Harvest Investment Services, LLC 20200.40%0.70%1.22%Q4 2018Q3 202320
Capital Analysts, LLC 20200.00%0.02%0.08%Q4 2018Q3 202320
Gladstone Institutional Advisory LLC 20200.17%0.89%3.19%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.06%0.27%Q4 2017Q3 202220
Brown Advisory Securities, LLC 20200.04%0.07%0.11%Q1 2017Q4 202120
Rockefeller Capital Management L.P. 19190.00%0.01%0.01%Q1 2019Q3 202319
Simplicity Solutions, LLC 1610.02%0.15%0.35%Q1 2017Q1 202219
Archer Investment Corp 1630.01%0.05%0.14%Q4 2018Q3 202319
NORTHWEST WEALTH MANAGEMENT, LLC 1090.17%0.47%0.77%Q4 2017Q3 202319
SRS Capital Advisors, Inc. 1020.01%0.01%0.02%Q3 2018Q3 202319
Renaissance Technologies 740.00%0.01%0.02%Q4 2017Q3 202319
IFC Holdings Incorporated/FL 19190.11%0.23%0.47%Q2 2013Q4 201719
MGO ONE SEVEN LLC 1610.02%0.09%0.29%Q4 2017Q3 202319
American Financial Advisors, LLC 1450.05%2.30%6.22%Q4 2018Q3 202319
FIFTH THIRD BANCORP 1630.00%0.00%0.00%Q4 2017Q1 202319
TSFG, LLC 19190.00%0.00%0.03%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Patriot Financial Group Insurance Agency, LLC 1360.00%0.18%0.72%Q4 2016Q2 202219
Wealthcare Advisory Partners LLC 910.00%0.01%0.05%Q1 2018Q3 202318
Mutual Advisors, LLC 18180.04%0.07%0.16%Q2 2019Q3 202318
Semmax Financial Advisors Inc. 1710.01%0.07%0.48%Q4 2018Q3 202318
LEVEL FOUR ADVISORY SERVICES, LLC 18180.01%0.07%0.35%Q1 2019Q2 202318
Trinity Legacy Partners, LLC 18180.33%2.33%3.94%Q2 2019Q3 202318
BB&T SECURITIES, LLC 1620.00%0.06%0.22%Q1 2014Q3 201918
OLD MISSION CAPITAL LLC 410.01%0.16%0.94%Q1 2017Q2 202318
Cambridge Advisors Inc. 18180.08%0.12%0.19%Q2 2019Q3 202318
WEDBUSH SECURITIES INC 1160.02%0.07%0.15%Q4 2018Q3 202317
AVANTAX ADVISORY SERVICES, INC. 17170.01%0.02%0.04%Q3 2019Q3 202317
Aspire Private Capital, LLC 1160.01%0.21%0.63%Q4 2018Q3 202317
LAKE STREET PRIVATE WEALTH, LLC 17170.45%0.87%1.36%Q3 2019Q3 202317
ALESCO ADVISORS LLC 17170.17%0.32%0.69%Q3 2014Q3 201817
SeaCrest Wealth Management, LLC 17170.05%0.06%0.09%Q3 2019Q3 202317
Pacifica Partners Inc. 17170.00%0.00%0.01%Q4 2019Q4 202317
IFG Advisory, LLC 17170.05%0.13%0.19%Q3 2019Q3 202317
Bank of New York Mellon Corp 910.00%0.00%0.00%Q4 2017Q1 202316
RVW Wealth, LLC 16160.12%0.18%0.33%Q1 2020Q4 202316
1776 Wealth LLC 16160.17%0.22%0.38%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.02%0.04%Q4 2019Q3 202316
TL Private Wealth 16164.62%8.34%12.32%Q4 2019Q3 202316
Wagner Wealth Management, LLC 1240.80%5.21%16.05%Q4 2017Q3 202316
Clear Creek Financial Management, LLC 1010.19%0.33%0.49%Q2 2019Q3 202316
Citadel Advisors 310.00%0.00%0.00%Q1 2016Q3 202316
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q1 2015Q3 202316
Argent Trust Co 1240.02%0.05%0.14%Q4 2014Q3 202316
Shamrock Asset Management LLC 16160.02%0.50%1.19%Q4 2015Q3 201916
McNaughton Wealth Management, LLC 1320.25%1.51%1.99%Q4 2019Q3 202315
Faithward Advisors, LLC 15150.04%0.19%0.45%Q3 2019Q1 202315
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1050.04%0.12%0.33%Q4 2018Q3 202215
USCA RIA LLC 15150.08%0.17%0.28%Q4 2017Q2 202115
ASSETMARK, INC 15150.00%0.00%0.05%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.06%0.24%Q2 2016Q4 201915
LINCOLN NATIONAL CORP 710.01%0.05%0.21%Q2 2015Q3 202315
Allworth Financial LP 810.00%0.00%0.01%Q4 2018Q3 202315
FLOW TRADERS U.S. LLC 410.00%0.21%0.78%Q2 2016Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.05%0.08%Q1 2020Q3 202315
GeoWealth Management, LLC 1230.00%0.63%3.23%Q4 2019Q3 202315
Smithfield Trust Co 15150.00%0.01%0.01%Q2 2014Q4 201715
Retirement Group, LLC 1410.25%0.55%1.22%Q4 2019Q3 202315
WFG Advisors, LP 15150.00%0.02%0.05%Q4 2013Q2 201715
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15150.06%0.11%0.21%Q1 2020Q3 202315
Stonebridge Financial Planning Group, LLC 15150.01%0.30%0.87%Q1 2020Q3 202315
ADVANTAGE INVESTMENT MANAGEMENT, LLC 15150.04%0.09%0.27%Q1 2015Q3 201815
PRUDENTIAL PLC 14140.03%0.06%0.16%Q2 2020Q3 202314
OneDigital Investment Advisors LLC 1040.00%0.10%0.22%Q4 2017Q3 202314
Walkner Condon Financial Advisors LLC 1110.19%1.08%4.08%Q4 2019Q3 202314
FMR LLC 710.00%0.00%0.00%Q3 2018Q3 202314
Qube Research & Technologies Ltd 1130.00%0.15%0.45%Q4 2019Q3 202314
&PARTNERS 14140.28%0.75%1.53%Q2 2020Q3 202314
Private Portfolio Partners LLC 14140.10%0.39%0.52%Q2 2020Q3 202314
Astor Investment Management LLC 860.00%3.58%4.60%Q3 2018Q2 202214
WEALTHSOURCE PARTNERS, LLC 1310.03%0.10%0.58%Q1 2017Q1 202214
WealthOne, LLC 1310.08%0.78%2.67%Q4 2018Q1 202314
PACIFIC CAPITAL WEALTH ADVISORS, INC 14140.07%1.16%1.92%Q4 2019Q1 202314
Valeo Financial Advisors, LLC 13130.00%0.00%0.00%Q1 2018Q1 202113
Realta Investment Advisors 940.00%0.20%0.45%Q1 2019Q3 202313
Kestra Advisory Services, LLC 13130.03%0.13%0.17%Q3 2020Q3 202313
BARCLAYS PLC 910.00%0.00%0.01%Q1 2017Q3 202213
Donoghue Forlines LLC 430.11%0.74%3.83%Q1 2018Q4 202113
Bay Harbor Wealth Management, LLC 760.00%0.17%0.44%Q4 2018Q2 202213
MSI Financial Services Inc 13130.02%0.04%0.17%Q4 2013Q4 201613
Financial Enhancement Group LLC 850.00%1.10%2.19%Q1 2018Q3 202313
DEUTSCHE BANK AG\ 620.00%0.00%0.00%Q3 2013Q4 202013
Western Wealth Management, LLC 820.04%0.19%0.32%Q4 2018Q3 202313
Commonwealth Equity Services, Inc 13130.00%0.01%0.03%Q3 2014Q3 201713
Equitable Holdings, Inc. 1030.01%0.01%0.02%Q4 2019Q3 202313
VSR Financial Services, Inc. 13130.04%0.22%0.62%Q2 2013Q2 201613
CALTON & ASSOCIATES, INC. 13130.06%0.10%0.18%Q2 2020Q2 202313
Private Advisory Group LLC 610.21%0.45%0.96%Q4 2016Q3 202313
Madden Advisory Services, Inc. 610.02%0.37%1.01%Q3 2014Q3 201813
Tower Research Capital LLC (TRC) 510.00%0.00%0.00%Q3 2013Q3 202313
Investors Research Corp 13130.14%0.44%0.59%Q3 2020Q3 202313
Concorde Asset Management, LLC 710.13%0.29%0.61%Q3 2018Q3 202313
Southland Equity Partners LLC 12120.12%0.17%0.21%Q4 2020Q3 202312
VISTA INVESTMENT MANAGEMENT 610.12%0.23%0.36%Q3 2019Q3 202312
LexAurum Advisors, LLC 750.28%0.94%3.16%Q2 2018Q3 202112
Meadow Creek Investment Management LLC 12120.02%0.02%0.03%Q4 2016Q3 201912
J.W. COLE ADVISORS, INC. 810.03%0.14%0.28%Q4 2019Q3 202312
BLAIR WILLIAM & CO/IL 930.00%0.00%0.00%Q1 2018Q1 202312
RIVERHEAD CAPITAL MANAGEMENT LLC 12120.06%0.07%0.10%Q4 2016Q3 201912
CHIRON CAPITAL MANAGEMENT, LLC 1110.01%0.52%0.87%Q3 2020Q3 202312
Flinton Capital Management LLC 12120.07%0.08%0.10%Q4 2016Q3 201912
Virtu KCG Holdings LLC 930.00%0.03%0.10%Q3 2013Q3 201612
Octavia Wealth Advisors, LLC 12120.14%0.97%2.35%Q4 2020Q3 202312
Global Financial Private Capital, Inc 12120.07%0.73%1.31%Q3 2017Q2 202012
NATIONAL PLANNING CORP 12120.01%0.03%0.09%Q4 2014Q3 201712
Neuburgh Advisers LLC 12120.05%0.05%0.06%Q4 2016Q3 201912
Acorn Wealth Advisors, LLC 620.17%0.41%0.89%Q4 2017Q3 202312
Elevated Capital Advisors, LLC 410.24%0.41%1.01%Q1 2019Q3 202312
Tyers Asset Management LLC 12120.06%0.07%0.08%Q4 2016Q3 201912
Accel Wealth Management 12120.39%2.45%3.28%Q4 2020Q3 202312
Outlook Wealth Advisors, LLC 660.44%0.82%1.27%Q4 2018Q2 202212
FDx Advisors, Inc. 720.01%0.05%0.13%Q4 2016Q1 202212
Ameritas Investment Company, LLC 12120.00%0.15%0.74%Q4 2018Q3 202112
Advisor OS, LLC 12120.07%1.81%4.36%Q4 2020Q3 202312
3D ASSET MANAGEMENT, INC 12122.41%2.75%3.32%Q1 2016Q4 201812
SSI INVESTMENT MANAGEMENT LLC 840.13%0.33%0.52%Q4 2017Q4 202212
Insight Advisors, LLC/ PA 12120.08%0.62%1.06%Q4 2020Q3 202312
Purus Wealth Management, LLC 12120.43%0.56%0.67%Q4 2020Q3 202312
CAPTRUST FINANCIAL ADVISORS 930.00%0.00%0.01%Q2 2020Q3 202312
Triton Wealth Management, PLLC 12120.30%0.67%1.51%Q1 2020Q4 202212
HOEY INVESTMENTS, INC 12120.00%0.00%0.00%Q4 2020Q3 202312
Legacy Capital Wealth Partners, LLC 12120.41%1.91%3.01%Q4 2020Q3 202312
DHJJ Financial Advisors, Ltd. 1010.01%1.26%2.39%Q4 2020Q3 202311
M&T BANK CORP 810.00%0.00%0.00%Q4 2015Q1 202011
AMERICAN INTERNATIONAL GROUP, INC. 11110.00%0.00%0.00%Q3 2013Q1 201611
SII INVESTMENTS INC/WI 11110.02%0.10%0.49%Q2 2015Q4 201711
Financial Partners Group, Inc 11110.06%1.02%2.16%Q1 2021Q3 202311
Clearwater Capital Advisors, LLC 11111.46%1.89%2.27%Q2 2016Q4 201811
Clarus Wealth Advisors 650.03%0.23%0.38%Q1 2018Q2 202311
HBW ADVISORY SERVICES LLC 11110.10%0.15%0.24%Q1 2021Q3 202311
COZAD ASSET MANAGEMENT INC 11110.07%0.08%0.10%Q1 2021Q3 202311
IVC Wealth Advisors LLC 11110.43%1.34%2.30%Q1 2021Q3 202311
Aptus Capital Advisors, LLC 740.00%0.00%0.01%Q4 2019Q3 202311
PRW Wealth Management LLC 520.35%0.53%0.67%Q4 2018Q2 202211
RiverFront Investment Group, LLC 830.10%1.64%2.62%Q1 2017Q2 202311
Spire Wealth Management 11110.00%0.02%0.04%Q1 2021Q3 202311
AdvisorNet Financial, Inc 740.00%0.00%0.00%Q2 2018Q1 202211
HHM Wealth Advisors, LLC 10100.00%0.02%0.06%Q4 2020Q1 202310
Integrated Advisors Network LLC 10100.04%0.23%0.34%Q2 2021Q3 202310
Global Trust Asset Management, LLC 10100.00%0.03%0.07%Q2 2021Q3 202310
Gray Wealth Management Inc. 10100.12%0.20%0.24%Q2 2021Q3 202310
Lloyd Advisory Services, LLC. 10100.00%0.11%0.37%Q4 2019Q1 202210
AlphaStar Capital Management, LLC 710.04%0.06%0.11%Q3 2020Q3 202310
Engrave Wealth Partners LLC 10100.08%5.23%9.72%Q1 2021Q2 202310
Strategic Investment Advisors / MI 10100.07%0.84%1.42%Q4 2018Q1 202110
KESTRA PRIVATE WEALTH SERVICES, LLC 10100.04%0.16%0.40%Q2 2021Q3 202310
TrueWealth Advisors, LLC 10100.43%2.67%7.91%Q2 2021Q3 202310
Integrated Wealth Concepts LLC 10100.01%0.03%0.04%Q2 2021Q3 202310
Proficio Capital Partners LLC 10100.01%0.02%0.02%Q4 2016Q1 201910
HARBOUR INVESTMENTS, INC. 640.11%0.29%0.41%Q1 2021Q3 202310
One Capital Management, LLC 10101.24%1.52%1.99%Q2 2021Q3 202310
TruWealth Advisors, LLC 10100.02%0.99%3.51%Q2 2021Q3 202310
VisionPoint Advisory Group, LLC 520.01%0.10%0.17%Q1 2019Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.01%0.01%Q2 2018Q3 202010
Mattern Wealth Management LLC 10100.36%2.65%4.47%Q2 2021Q3 202310
Vestmark Advisory Solutions, Inc. 10100.01%0.04%0.07%Q1 2021Q2 202310
Cherry Creek Investment Advisors, Inc. 10102.82%4.54%5.49%Q2 2021Q3 202310
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 990.06%0.36%0.51%Q3 2021Q3 20239
Paradigm Financial Partners, LLC 990.10%1.46%2.48%Q3 2021Q3 20239
Family Legacy, Inc. 630.10%0.11%0.13%Q2 2018Q3 20239
HARBOR INVESTMENT ADVISORY, LLC 990.00%0.03%0.04%Q1 2021Q1 20239
FIRST HAWAIIAN BANK 810.04%0.09%0.13%Q3 2018Q4 20229
StrategIQ Financial Group, LLC 990.15%0.20%0.24%Q3 2021Q3 20239
Argentus Capital Management, LLC 990.10%0.40%0.60%Q3 2014Q3 20169
PARK AVENUE SECURITIES LLC 810.01%0.02%0.04%Q1 2021Q3 20239
Americana Partners, LLC 990.07%0.18%0.50%Q3 2021Q3 20239
Blackhawk Capital Partners LLC. 540.39%1.26%2.37%Q1 2021Q3 20239
Brendel Financial Advisors LLC 410.01%1.10%2.72%Q4 2019Q1 20239
MASSMUTUAL TRUST CO FSB/ADV 990.02%0.16%0.24%Q4 2017Q4 20199
Pinnacle Advisory Group, Inc. 990.02%0.02%0.04%Q1 2019Q1 20219
U.S. Capital Wealth Advisors, LLC 990.04%0.09%0.16%Q3 2021Q3 20239
Bickling Financial Services, Inc. 990.13%0.16%0.20%Q4 2020Q4 20229
MANUFACTURERS LIFE INSURANCE COMPANY, THE 990.00%0.00%0.00%Q3 2016Q3 20189
Barber Financial Group, Inc. 990.98%1.45%1.83%Q4 2017Q4 20199
ShoreHaven Wealth Partners, LLC 990.15%2.52%4.11%Q4 2020Q4 20229
BENJAMIN EDWARDS INC 990.00%0.02%0.04%Q1 2020Q1 20229
Dynamic Advisor Solutions LLC 990.02%0.06%0.10%Q3 2021Q3 20239
COTTONWOOD CAPITAL ADVISORS, LLC 881.56%2.81%3.42%Q4 2021Q3 20238
MJP ASSOCIATES INC /ADV 884.12%5.58%7.15%Q4 2020Q3 20228
UNITED CAPITAL FINANCIAL ADVISORS, LLC 880.02%0.09%0.15%Q4 2021Q3 20238
TWO SIGMA SECURITIES, LLC 210.00%0.01%0.02%Q4 2017Q1 20238
B. Riley Wealth Management, Inc. 530.00%0.68%3.57%Q3 2015Q2 20228
Moors & Cabot, Inc. 880.03%0.06%0.09%Q4 2021Q3 20238
FLAGSTAR ADVISORS INC 880.15%0.17%0.23%Q4 2021Q3 20238
Tanager Wealth Management LLP 880.12%5.31%9.58%Q4 2021Q3 20238
AVIANCE CAPITAL MANAGEMENT, LLC 880.48%0.97%1.19%Q2 2017Q1 20198
Alpha Cubed Investments, LLC 710.03%0.04%0.04%Q3 2018Q3 20238
Integrity Financial Corp /WA 880.01%1.00%2.51%Q4 2021Q3 20238
Mariner, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Towerpoint Wealth, LLC 880.12%0.19%0.28%Q4 2019Q3 20218
Pinion Investment Advisors, LLC 320.18%0.29%0.42%Q2 2020Q3 20238
Cornerstone Wealth Management, LLC 880.04%0.09%0.12%Q2 2017Q1 20198
COLUMBIA ADVISORY PARTNERS LLC 880.29%0.43%0.62%Q4 2021Q3 20238
RiverTree Advisors, LLC 713.65%7.27%9.42%Q4 2020Q4 20228
Clearview Wealth Advisors LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Congress Wealth Management LLC / DE / 880.01%0.01%0.02%Q4 2021Q3 20238
Laidlaw Wealth Management LLC 880.20%0.31%0.56%Q3 2021Q2 20238
EWG Elevate Inc. 880.63%1.09%1.53%Q4 2021Q3 20238
Regal Investment Advisors LLC 710.02%0.03%0.04%Q3 2013Q3 20158
CKW FINANCIAL GROUP 880.00%0.00%0.00%Q4 2016Q3 20188
WealthCare Investment Partners, LLC 880.62%1.19%1.82%Q4 2021Q3 20238
FinTrust Capital Advisors, LLC 880.11%0.50%0.71%Q3 2021Q2 20238
Holloway Wealth Management, LLC 880.01%0.16%0.40%Q2 2020Q1 20228
Belpointe Asset Management LLC 620.01%0.02%0.05%Q3 2018Q1 20238
Ameritas Advisory Services, LLC 880.05%0.12%0.26%Q4 2021Q3 20238
Midwest Heritage Bank, FSB 882.83%3.16%3.47%Q4 2021Q3 20238
Neumann Capital Management, LLC 880.24%0.36%0.43%Q2 2018Q1 20208
Key Client Fiduciary Advisors, LLC 880.60%1.08%2.07%Q4 2021Q3 20238
Raleigh Capital Management Inc. 880.01%0.14%0.62%Q4 2021Q3 20238
Apollon Wealth Management, LLC 880.08%0.13%0.29%Q4 2021Q3 20238
State of Tennessee, Treasury Department 530.00%0.06%0.27%Q4 2017Q2 20228
Continuum Advisory, LLC 880.05%0.17%0.27%Q4 2021Q3 20238
Arkadios Wealth Advisors 410.01%0.09%0.31%Q4 2020Q2 20238
PFG Advisors 880.03%0.04%0.05%Q4 2021Q3 20238
Pensionmark Financial Group, LLC 880.08%0.12%0.18%Q4 2020Q3 20228
Moloney Securities Asset Management, LLC 880.17%0.19%0.25%Q4 2021Q3 20238
Bartlett & Co. LLC 710.00%0.00%0.00%Q1 2018Q4 20238
Spectrum Wealth Advisory Group, LLC 620.32%1.11%2.00%Q1 2019Q3 20228
SMITH CAPITAL MANAGEMENT INC /AR/ADV 880.49%0.66%0.96%Q4 2018Q3 20208
Endowment Wealth Management, Inc. 880.45%0.83%1.24%Q4 2021Q3 20238
Castleview Partners, LLC 880.01%0.31%0.49%Q4 2021Q3 20238
Hudock, Inc. 880.01%0.01%0.01%Q1 2017Q4 20188
Peterson Financial Group, Inc. 770.14%0.19%0.31%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Echo Wealth Management, LLC 771.06%2.04%3.30%Q1 2021Q3 20227
SAXON INTERESTS, INC. 770.81%1.37%1.61%Q4 2021Q2 20237
Aurora Private Wealth, Inc. 770.54%1.75%2.69%Q1 2022Q3 20237
Anfield Capital Management, LLC 770.33%1.02%1.79%Q1 2022Q3 20237
Centennial Wealth Advisory LLC 770.27%1.92%2.34%Q4 2020Q2 20227
High Note Wealth, LLC 771.05%2.62%3.88%Q2 2021Q4 20227
Atria Wealth Solutions, Inc. 770.02%0.03%0.06%Q1 2022Q3 20237
SILVER OAK SECURITIES, INCORPORATED 770.05%0.08%0.14%Q1 2022Q3 20237
Platform Technology Partners 770.11%0.20%0.30%Q2 2021Q4 20227
Stonebridge Capital Advisors LLC 770.00%0.00%0.00%Q1 2022Q3 20237
ICA Group Wealth Management, LLC 770.53%1.00%1.39%Q1 2022Q3 20237
Barnett & Company, Inc. 770.01%0.02%0.03%Q2 2018Q4 20197
Orion Portfolio Solutions, LLC 520.01%0.02%0.02%Q1 2020Q4 20227
RDA Financial Network 770.10%0.45%0.66%Q1 2019Q3 20207
Ignite Planners, LLC 770.14%1.47%2.70%Q4 2021Q2 20237
Global Retirement Partners, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
Virtue Capital Management, LLC 610.06%6.47%14.11%Q3 2021Q3 20237
PINNACLE ASSOCIATES LTD 770.02%0.05%0.10%Q2 2021Q4 20227
Lokken Investment Group LLC 770.49%2.84%3.79%Q1 2022Q3 20237
Foundations Investment Advisors, LLC 770.03%0.06%0.08%Q1 2022Q3 20237
Coastwise Capital Group, LLC 770.89%1.04%1.35%Q1 2022Q3 20237
Miracle Mile Advisors, LLC 770.08%0.13%0.20%Q1 2022Q3 20237
Stockman Wealth Management, Inc. 770.10%1.02%2.11%Q3 2021Q1 20237
DFPG INVESTMENTS, LLC 770.18%0.26%0.35%Q4 2018Q2 20207
Financial Gravity Asset Management, Inc. 430.00%0.05%0.20%Q1 2018Q4 20197
MTM Investment Management, LLC 660.08%0.09%0.10%Q4 2020Q1 20226
New Millennium Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Strategic Blueprint, LLC 510.01%0.05%0.06%Q2 2021Q3 20236
MOODY NATIONAL BANK TRUST DIVISION 510.00%0.00%0.01%Q1 2019Q2 20216
V Wealth Advisors LLC 510.01%0.13%0.26%Q2 2017Q3 20226
TRUSTCORE FINANCIAL SERVICES, LLC 510.01%0.02%0.02%Q4 2017Q2 20206
Eudaimonia Partners, LLC 660.00%0.02%0.02%Q4 2019Q1 20216
Freedom Investment Management, Inc. 510.03%0.16%0.26%Q2 2014Q4 20156
HAYS ADVISORY LLC 330.11%0.18%0.22%Q2 2015Q2 20176
Triumph Capital Management 660.09%0.28%0.69%Q2 2022Q3 20236
SNS Financial Group, LLC 660.61%0.66%0.74%Q3 2013Q4 20146
INSPIRION WEALTH ADVISORS, LLC 660.09%0.15%0.25%Q2 2022Q3 20236
WealthTrust Asset Management, LLC 660.23%3.27%5.97%Q2 2021Q3 20226
Avior Wealth Management, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
PSI Advisors, LLC 660.06%0.34%0.94%Q4 2021Q1 20236
Summit X, LLC 660.10%0.20%0.28%Q1 2022Q2 20236
Advocacy Wealth Management Services, LLC 510.01%0.02%0.02%Q1 2017Q3 20186
Brinker Capital Investments, LLC 510.00%0.01%0.01%Q2 2019Q4 20226
Laurel Wealth Advisors, Inc. 420.05%0.40%1.19%Q2 2017Q4 20226
Strategic Capital Alternatives LLC 511.08%1.76%4.44%Q3 2014Q1 20166
TUCKER ASSET MANAGEMENT LLC 660.00%0.01%0.01%Q4 2020Q1 20226
Keel Point, LLC 660.02%0.04%0.04%Q4 2019Q1 20216
Chicago Partners Investment Group LLC 660.10%0.25%0.29%Q2 2022Q3 20236
CreativeOne Wealth, LLC 510.01%0.02%0.02%Q2 2021Q2 20236
Berger Financial Group, Inc 660.05%0.24%0.45%Q2 2021Q3 20226
Valmark Advisers, Inc. 660.00%0.01%0.02%Q2 2022Q3 20236
DHK Financial Advisors, Inc. 660.57%1.53%2.04%Q2 2022Q3 20236
My Legacy Advisors, LLC 660.44%0.98%1.99%Q2 2022Q3 20236
Global Wealth Management Investment Advisory, Inc. 660.01%0.04%0.13%Q4 2018Q1 20206
Crabel Capital Management, LLC 310.05%0.18%0.52%Q1 2018Q2 20236
SEI INVESTMENTS CO 510.00%0.00%0.00%Q3 2016Q2 20186
Ifrah Financial Services, Inc. 660.31%0.56%0.64%Q2 2022Q3 20236
Rehmann Capital Advisory Group 210.00%0.05%0.15%Q4 2013Q2 20196
TD Waterhouse Canada Inc. 660.00%0.00%0.00%Q1 2022Q2 20236
First PREMIER Bank 660.01%0.03%0.05%Q3 2021Q4 20226
Columbus Macro, LLC 660.17%0.29%0.38%Q4 2019Q1 20216
BAILARD, INC. 550.56%0.58%0.60%Q2 2021Q2 20225
Larson Financial Group LLC 550.00%0.02%0.07%Q3 2021Q3 20225
Golden State Wealth Management, LLC 310.03%0.08%0.11%Q1 2019Q3 20205
MAI Capital Management 550.01%0.01%0.02%Q4 2020Q4 20215
Adams Wealth Management 550.16%0.59%1.01%Q3 2022Q3 20235
Gradient Investments LLC 320.00%0.00%0.00%Q1 2018Q2 20195
Fortress Wealth Group, LLC 550.25%0.41%0.51%Q3 2022Q3 20235
Segment Wealth Management, LLC 410.04%0.05%0.05%Q2 2018Q4 20195
Center for Financial Planning, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
GREAT VALLEY ADVISOR GROUP, INC. 550.06%0.08%0.13%Q1 2019Q1 20205
Global Assets Advisory, LLC 550.42%0.50%0.55%Q3 2022Q3 20235
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 550.29%0.42%0.61%Q3 2017Q3 20185
Curtis Advisory Group, LLC 410.13%0.20%0.28%Q2 2022Q3 20235
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 410.09%0.14%0.19%Q2 2018Q3 20195
Pinnacle Wealth Management Advisory Group, LLC 550.07%0.08%0.10%Q4 2021Q4 20225
SIGNATUREFD, LLC 310.00%0.00%0.00%Q3 2016Q2 20225
Perennial Investment Advisors, LLC 550.05%0.08%0.13%Q3 2022Q3 20235
TORONTO DOMINION BANK 210.00%0.00%0.00%Q2 2018Q3 20225
Ensign Peak Advisors, Inc 550.02%0.03%0.03%Q4 2019Q4 20205
Pallas Capital Advisors LLC 550.07%0.09%0.13%Q1 2021Q1 20225
HORIZON FINANCIAL SERVICES, LLC 550.01%0.48%0.72%Q3 2020Q3 20215
CoreCap Advisors, LLC 550.02%0.06%0.10%Q4 2021Q4 20225
SIMON QUICK ADVISORS, LLC 410.00%0.01%0.02%Q3 2017Q4 20195
Dorsey & Whitney Trust CO LLC 550.02%0.02%0.03%Q2 2021Q2 20225
Delta Investment Management, LLC 550.08%0.44%0.62%Q1 2022Q1 20235
Center For Asset Management LLC 550.16%0.25%0.31%Q1 2021Q1 20225
ProVise Management Group, LLC 550.02%0.03%0.04%Q4 2020Q4 20215
AXXCESS WEALTH MANAGEMENT, LLC 320.02%0.27%0.39%Q1 2022Q3 20235
Crumly & Associates Inc. 550.50%0.61%0.67%Q2 2021Q2 20225
Tradition Wealth Management, LLC 310.00%0.00%0.00%Q4 2020Q4 20225
SEAVIEW INVESTMENT MANAGERS LLC 550.07%0.09%0.11%Q3 2022Q3 20235
PCG Wealth Advisors, LLC 550.09%0.82%1.09%Q3 2022Q3 20235
Presidio Capital Management, LLC 313.98%4.50%5.68%Q1 2022Q3 20234
DB Wealth Management Group, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Truadvice, LLC 310.08%0.14%0.22%Q1 2021Q3 20234
CAPITAL WEALTH MANAGEMENT, LLC 440.70%1.04%1.18%Q4 2022Q3 20234
RPg Family Wealth Advisory, LLC 442.10%2.74%3.53%Q4 2022Q3 20234
GUARDIAN WEALTH ADVISORS, LLC / NC 440.01%0.01%0.01%Q4 2022Q3 20234
Alta Wealth Advisors LLC 440.70%0.75%0.79%Q1 2022Q4 20224
Stratos Wealth Advisors, LLC 440.02%0.06%0.09%Q2 2021Q1 20224
UBS AG 440.00%0.00%0.01%Q4 2013Q3 20144
LVW Advisors, LLC 440.26%4.21%8.23%Q3 2016Q2 20174
1 NORTH WEALTH SERVICES LLC 223.72%4.79%5.39%Q4 2018Q4 20194
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q1 2017Q3 20204
20/20 Capital Management, Inc. 440.15%0.33%0.80%Q4 2019Q3 20204
SUNTRUST BANKS INC 440.00%0.00%0.00%Q4 2018Q3 20194
WT Wealth Management 442.50%2.61%2.71%Q2 2022Q1 20234
IBERIABANK CORP 440.13%0.14%0.15%Q3 2013Q2 20144
Bensler, LLC 440.77%0.88%0.97%Q4 2021Q3 20224
Beaumont Financial Advisors, LLC 440.04%0.05%0.06%Q4 2022Q3 20234
Horizon Investments, LLC 220.19%0.51%0.97%Q1 2015Q2 20184
Sterling Manor Financial, LLC 440.76%2.00%3.72%Q1 2022Q4 20224
Parallel Advisors, LLC 440.00%0.00%0.00%Q1 2019Q4 20194
Brookstone Capital Management 440.01%0.02%0.03%Q4 2022Q3 20234
BB&T INVESTMENT SERVICES, INC. 440.02%0.03%0.04%Q1 2017Q4 20174
Alpha Omega Group, Inc. 310.32%4.81%6.58%Q4 2020Q3 20224
Newman Dignan & Sheerar, Inc. 440.09%0.15%0.21%Q1 2022Q4 20224
Wealthspire Advisors, L.P. 440.01%0.01%0.01%Q4 2017Q3 20184
Destiny Wealth Partners, LLC 220.00%0.00%0.01%Q4 2020Q4 20214
Epstein & White Financial LLC 440.12%0.14%0.17%Q3 2018Q2 20194
Bangor Savings Bank 440.00%0.00%0.00%Q2 2022Q1 20234
EdgeRock Capital LLC 440.10%0.37%1.16%Q2 2022Q1 20234
Carmichael Hill & Associates, Inc. 440.01%0.01%0.01%Q3 2022Q2 20234
Parkside Financial Bank & Trust 440.01%0.02%0.02%Q3 2022Q2 20234
Ruggie Capital Group 440.07%0.19%0.43%Q2 2018Q1 20194
GRIMES & COMPANY, INC. 440.01%0.02%0.02%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.86%1.39%1.60%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Advisory Resource Group 440.57%0.81%1.05%Q4 2018Q3 20194
WealthShield Partners, LLC 220.01%0.02%0.03%Q1 2021Q2 20234
Asset Allocation Strategies LLC 442.36%2.58%3.12%Q4 2022Q3 20234
Aveo Capital Partners, LLC 440.03%0.05%0.09%Q3 2022Q2 20234
EDMOND DE ROTHSCHILD HOLDING S.A. 440.00%0.01%0.01%Q2 2021Q1 20224
MONEY CONCEPTS CAPITAL CORP 440.00%0.04%0.10%Q1 2022Q4 20224
Coppell Advisory Solutions LLC 440.11%0.20%0.44%Q4 2022Q3 20234
Crow Point Partners, LLC 440.04%0.13%0.29%Q3 2016Q2 20174
KINGS POINT CAPITAL MANAGEMENT 330.00%0.00%0.00%Q3 2021Q1 20223
WESTPORT RESOURCES MANAGEMENT INC 330.00%0.01%0.01%Q2 2015Q4 20153
NEW ENGLAND SECURITIES CORP /MA/ 330.00%0.01%0.01%Q1 2014Q3 20143
Lake Point Wealth Management 330.01%0.15%0.44%Q4 2018Q2 20193
Opal Wealth Advisors, LLC 330.24%0.35%0.46%Q1 2022Q3 20223
Placemark Investments, Inc. 330.01%0.01%0.01%Q2 2014Q4 20143
Winfield Associates, Inc. 330.18%0.20%0.21%Q3 2021Q1 20223
Arlington Financial Advisors, LLC 334.30%5.06%5.82%Q4 2021Q2 20223
TRANSCEND CAPITAL ADVISORS, LLC 330.02%0.02%0.02%Q3 2021Q1 20223
New Republic Capital, LLC 330.00%0.01%0.02%Q4 2022Q2 20233
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Pinnacle Family Advisors, LLC 330.18%0.22%0.27%Q3 2021Q1 20223
Altus Wealth Group LLC 330.25%0.27%0.28%Q4 2022Q2 20233
Sandy Spring Bank 210.00%0.00%0.00%Q1 2017Q3 20233
BRIGHTON JONES LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Jefferies Group LLC 330.00%0.01%0.02%Q4 2014Q2 20153
STEPHENS INC /AR/ 330.16%0.21%0.24%Q4 2021Q2 20223
Intrua Financial, LLC 210.04%0.06%0.10%Q4 2020Q4 20213
Pine Valley Investments Ltd Liability Co 330.08%0.10%0.13%Q1 2023Q3 20233
Ahrens Investment Partners LLC 330.00%0.00%0.00%Q4 2021Q2 20223
GoalVest Advisory LLC 210.00%0.01%0.01%Q1 2022Q3 20233
Avestar Capital, LLC 210.03%0.08%0.14%Q4 2017Q1 20223
Glass Jacobson Investment Advisors llc 210.32%0.33%0.34%Q4 2022Q3 20233
KMG FIDUCIARY PARTNERS, LLC 330.10%0.11%0.11%Q1 2023Q3 20233
RED CEDAR INVESTMENT MANAGEMENT, LLC 332.81%2.98%3.09%Q2 2021Q4 20213
L & S Advisors Inc 330.03%0.07%0.10%Q1 2023Q3 20233
BKA Wealth Consulting, Inc. 330.47%1.23%2.74%Q1 2023Q3 20233
Wealthfront Advisers LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Newport Wealth Strategies, Inc. 330.14%0.15%0.17%Q1 2021Q3 20213
Nilsine Partners, LLC 330.93%0.96%0.98%Q1 2023Q3 20233
REUTER JAMES WEALTH MANAGEMENT, LLC 330.30%1.55%2.25%Q4 2021Q2 20223
FIRST INTERSTATE BANK 330.01%0.01%0.01%Q2 2017Q4 20173
Lion Street Advisors, LLC 330.10%0.20%0.40%Q1 2023Q3 20233
Legacy Capital Group California, Inc. 330.28%0.32%0.36%Q1 2023Q3 20233
Next Level Private LLC 210.18%0.19%0.19%Q4 2022Q3 20233
Fortune 45 LLC 330.54%1.08%1.49%Q4 2021Q2 20223
Trinity Wealth Management, LLC 332.46%3.01%3.88%Q1 2022Q3 20223
RELIANCE TRUST CO OF DELAWARE 330.07%0.15%0.21%Q3 2018Q1 20193
VERUS CAPITAL PARTNERS, LLC 210.01%0.02%0.04%Q4 2019Q1 20223
MILLENNIUM MANAGEMENT LLC 330.00%0.00%0.00%Q1 2017Q3 20173
Objective Capital Management, LLC 330.16%0.23%0.29%Q4 2021Q2 20223
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 210.00%0.16%0.32%Q2 2018Q3 20233
Asset Allocation & Management Company, LLC 212.14%2.87%3.90%Q1 2022Q3 20233
Secure Asset Management, LLC 330.18%0.50%0.71%Q4 2019Q2 20203
Capstone Triton Financial Group, LLC 210.10%0.13%0.16%Q4 2020Q2 20223
Edmonds Duncan Registered Investment Advisors, LLC 333.62%3.71%3.78%Q4 2022Q2 20233
SageView Advisory Group, LLC 330.20%0.21%0.23%Q1 2023Q3 20233
CITY HOLDING CO 210.00%0.00%0.00%Q1 2021Q3 20233
SYNOVUS FINANCIAL CORP 330.00%0.00%0.01%Q4 2019Q2 20203
Sunbelt Securities, Inc. 330.01%0.02%0.02%Q1 2023Q3 20233
Fortis Group Advisors, LLC 330.13%0.14%0.15%Q1 2023Q3 20233
Bluefin Trading, LLC 210.13%0.16%0.19%Q2 2014Q4 20183
BREITER CAPITAL MANAGEMENT INC 330.16%0.37%0.63%Q3 2021Q1 20223
FIRST FINANCIAL CORP /IN/ 330.01%0.01%0.01%Q2 2022Q4 20223
Ausdal Financial Partners, Inc. 330.18%0.21%0.24%Q2 2019Q4 20193
COMERICA SECURITIES,INC. 330.02%0.02%0.02%Q4 2022Q2 20233
STRINGER ASSET MANAGEMENT, LLC 330.38%0.49%0.61%Q1 2015Q3 20153
MARIPAU WEALTH MANAGEMENT LLC 330.22%0.26%0.29%Q4 2021Q2 20223
Arden Trust Co 330.08%0.10%0.12%Q2 2019Q4 20193
Virtu Financial LLC 330.03%0.04%0.07%Q3 2017Q1 20183
Ascent Group, LLC 220.03%0.03%0.03%Q3 2022Q4 20222
Fortitude Advisory Group L.L.C. 220.02%0.02%0.02%Q4 2021Q1 20222
Shorepoint Capital Partners LLC 220.07%0.11%0.15%Q4 2022Q1 20232
Meridian Wealth Management, LLC 220.05%0.06%0.07%Q2 2020Q3 20202
NewEdge Wealth, LLC 220.02%0.03%0.05%Q2 2023Q3 20232
BerganKDV Wealth Management, LLC 220.00%0.01%0.01%Q2 2019Q3 20192
Legacy Private Trust Co. 220.07%0.15%0.23%Q2 2014Q3 20142
PFS INVESTMENTS INC. 220.40%0.42%0.43%Q1 2018Q2 20182
Quantitative Advantage, LLC 220.10%0.13%0.15%Q4 2022Q1 20232
BNP PARIBAS FINANCIAL MARKETS 220.00%0.00%0.00%Q4 2021Q1 20222
EXENCIAL WEALTH ADVISORS, LLC 220.02%0.03%0.03%Q2 2023Q3 20232
Alpha Omega Wealth Management LLC 220.01%0.01%0.01%Q2 2018Q3 20182
Householder Group Estate & Retirement Specialist, LLC 110.01%0.05%0.10%Q3 2022Q3 20232
FOUNDERS FINANCIAL SECURITIES LLC 220.18%0.19%0.20%Q1 2018Q2 20182
Williams Financial, LLC 221.99%2.24%2.49%Q3 2022Q4 20222
TOTH FINANCIAL ADVISORY CORP 220.00%0.00%0.00%Q3 2022Q4 20222
Creative Planning 110.00%0.00%0.00%Q4 2015Q2 20172
HOWE & RUSLING INC 110.00%0.00%0.00%Q1 2016Q2 20222
Bedel Financial Consulting, Inc. 220.05%0.05%0.06%Q4 2018Q1 20192
FWL INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2022Q3 20232
CASTLE WEALTH MANAGEMENT LLC 220.94%1.41%1.87%Q3 2022Q4 20222
FC Advisory LLC 220.16%0.16%0.16%Q1 2022Q2 20222
Blue Chip Partners, LLC 220.05%1.65%3.26%Q2 2022Q3 20222
Salomon & Ludwin, LLC 110.00%0.00%0.01%Q1 2020Q3 20232
Icon Wealth Partners, LLC 110.02%0.02%0.02%Q2 2018Q1 20192
CAPITAL ONE FINANCIAL CORP 220.03%0.05%0.08%Q1 2020Q2 20202
CENTRAL TRUST Co 220.00%0.00%0.00%Q2 2022Q3 20222
Premia Global Advisors, LLC 110.13%0.14%0.14%Q2 2018Q1 20192
Coppell Advisory Solutions Corp. 220.13%0.28%0.44%Q4 2022Q1 20232
Manhattan West Asset Management, LLC 221.07%1.78%2.48%Q1 2022Q2 20222
FSB PREMIER WEALTH MANAGEMENT, INC. 220.14%0.15%0.17%Q3 2021Q4 20212
JNBA Financial Advisors 110.00%0.00%0.01%Q3 2016Q3 20182
Formidable Asset Management, LLC 220.30%0.37%0.43%Q3 2018Q4 20182
JONES FINANCIAL COMPANIES LLLP 220.00%0.00%0.00%Q1 2023Q2 20232
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 220.23%0.61%0.99%Q1 2022Q2 20222
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q1 2018Q4 20182
Luken Investment Analytics, LLC 110.06%0.08%0.09%Q4 2020Q4 20222
S.C. Financial Services, Inc. 220.52%0.55%0.57%Q4 2021Q1 20222
Claraphi Advisory Network, LLC 110.01%0.04%0.08%Q3 2019Q1 20202
Financial Futures Ltd Liability Co. 220.34%1.59%2.85%Q4 2021Q1 20222
Capital Wealth Alliance, LLC 220.49%0.51%0.52%Q4 2019Q1 20202
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Trilogy Capital Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Delta Financial Group, Inc. 220.11%0.24%0.37%Q2 2023Q3 20232
Stegent Equity Advisors, Inc. 220.18%0.18%0.19%Q4 2021Q1 20222
Wolf Group Capital Advisors 220.75%0.78%0.82%Q2 2022Q3 20222
Advisory Alpha, LLC 110.02%0.02%0.02%Q2 2021Q4 20212
Independent Advisor Alliance 110.20%0.50%0.81%Q1 2017Q4 20192
Bellwether Investment Group, LLC 110.01%0.01%0.01%Q2 2016Q4 20162
Allen Capital Group, LLC 220.14%0.15%0.16%Q2 2018Q3 20182
Belvedere Trading LLC 110.00%0.00%0.00%Q4 2022Q4 20222
Schonfeld Strategic Advisors LLC 220.03%0.03%0.03%Q1 2023Q2 20232
Garden State Investment Advisory Services LLC 110.15%0.22%0.29%Q4 2022Q3 20232
THOMASPARTNERS, INC. 220.01%0.01%0.01%Q1 2014Q2 20142
Capital Advisors, Ltd. LLC 220.01%0.01%0.01%Q1 2016Q2 20162
Auxano Advisors, LLC 220.11%0.11%0.11%Q4 2021Q1 20222
REGIONS FINANCIAL CORP 220.00%0.00%0.00%Q1 2018Q2 20182
Merit Financial Group, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q3 2017Q3 20232
NOTTINGHAM ADVISORS, INC. 220.03%0.03%0.03%Q4 2021Q1 20222
Synergy Asset Management, LLC 110.79%1.38%1.97%Q3 2021Q3 20232
MRA Advisory Group 220.15%0.22%0.28%Q2 2023Q3 20232
SIMPLEX TRADING, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Hilton Capital Management, LLC 220.03%0.04%0.05%Q2 2021Q3 20212
ZACKS INVESTMENT MANAGEMENT 110.00%0.00%0.00%Q1 2023Q1 20231
Paragon Wealth Strategies, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
STIFEL NICOLAUS & CO INC \MO\ 110.03%0.03%0.03%Q3 2013Q3 20131
Covington Capital Management 110.00%0.00%0.00%Q3 2021Q3 20211
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
San Luis Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Weatherstone Capital Management 110.10%0.10%0.10%Q4 2018Q4 20181
USAdvisors Wealth Management, LLC 110.20%0.20%0.20%Q4 2019Q4 20191
DUNCKER STREETT & CO INC 110.00%0.00%0.00%Q4 2019Q4 20191
Pinnacle Wealth Management Group, Inc. 112.51%2.51%2.51%Q1 2022Q1 20221
BlackRock Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
BRASADA CAPITAL MANAGEMENT, LP 110.07%0.07%0.07%Q1 2021Q1 20211
CONSULTIVA WEALTH MANAGEMENT, CORP. 112.55%2.55%2.55%Q3 2023Q3 20231
Connectus Wealth, LLC 110.72%0.72%0.72%Q2 2022Q2 20221
Authentikos Wealth Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Wealth Enhancement & Preservation of GA, LLC 110.33%0.33%0.33%Q4 2019Q4 20191
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
True Link Financial Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Baystate Wealth Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Friedenthal Financial 112.74%2.74%2.74%Q3 2023Q3 20231
Clarity Financial LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Advisor Resource Council 110.02%0.02%0.02%Q4 2021Q4 20211
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Wealth Quarterback LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Little Harbor Advisors, LLC 115.00%5.00%5.00%Q3 2023Q3 20231
Stone House Investment Management, LLC 110.04%0.04%0.04%Q1 2019Q1 20191
Concord Wealth Partners 110.00%0.00%0.00%Q4 2022Q4 20221
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Crosspoint Capital Strategies, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
Prime Capital Investment Advisors, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
Strategic Wealth Partners, Ltd. 110.01%0.01%0.01%Q2 2018Q2 20181
Tyler-Stone Wealth Management 110.00%0.00%0.00%Q3 2023Q3 20231
CNB Bank 110.00%0.00%0.00%Q4 2021Q4 20211
Asset Dedication, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Great Lakes Retirement, Inc. 110.68%0.68%0.68%Q4 2019Q4 20191
Cerity Partners LLC 110.01%0.01%0.01%Q4 2021Q4 20211
SevenBridge Financial Group, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Strategic Capital Group LLC 111.34%1.34%1.34%Q2 2014Q2 20141
PROVENCE WEALTH MANAGEMENT GROUP 110.08%0.08%0.08%Q3 2023Q3 20231
Sound Income Strategies, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Litman Gregory Wealth Management LLC 110.04%0.04%0.04%Q1 2018Q1 20181
HIGHLAND CAPITAL MANAGEMENT LP 110.06%0.06%0.06%Q1 2017Q1 20171
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Good Life Advisors, LLC 110.39%0.39%0.39%Q4 2021Q4 20211
NEXT Financial Holdings 110.03%0.03%0.03%Q1 2019Q1 20191
Lunt Capital Management, Inc. 110.18%0.18%0.18%Q2 2023Q2 20231
EPG Wealth Management LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Questar Asset Management, Inc. 110.38%0.38%0.38%Q4 2018Q4 20181
Cornerstone Planning Group LLC 111.03%1.03%1.03%Q4 2022Q4 20221
Oder Investment Management, LLC 112.74%2.74%2.74%Q3 2023Q3 20231
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
PITTENGER & ANDERSON INC 110.01%0.01%0.01%Q1 2019Q1 20191
Ground Swell Capital, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
Bell Rock Capital LLC 110.00%0.00%0.00%Q2 2017Q2 20171
American Research & Management Co. 110.01%0.01%0.01%Q2 2021Q2 20211
tru Independence LLC 110.00%0.00%0.00%Q4 2019Q4 20191
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Omnia Family Wealth, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Lindbrook Capital, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
CAPITAL ONE, NATIONAL ASSOCIATION 110.10%0.10%0.10%Q4 2019Q4 20191
Foster Victor Wealth Advisors, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
Riverview Trust Co 110.00%0.00%0.00%Q1 2019Q1 20191
Penserra Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Comprehensive Financial Consultants Institutional, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
Redhawk Wealth Advisors, Inc. 110.44%0.44%0.44%Q3 2021Q3 20211
CREDIT SUISSE AG/ 110.01%0.01%0.01%Q4 2019Q4 20191
WealthBridge Capital Management, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
SOA Wealth Advisors, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
InterOcean Capital Group, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
WHITTIER TRUST CO 110.00%0.00%0.00%Q4 2021Q4 20211
Cypress Wealth Services, LLC 110.07%0.07%0.07%Q3 2018Q3 20181
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q4 2021Q4 20211
WOLFF WIESE MAGANA LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Leelyn Smith, LLC 110.15%0.15%0.15%Q4 2022Q4 20221
Fusion Investment Group, LLC 110.56%0.56%0.56%Q4 2015Q4 20151
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Newbridge Financial Services Group, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Winch Advisory Services, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Edge Advisors, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
HERITAGE WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Highland Private Wealth Management 110.96%0.96%0.96%Q1 2018Q1 20181
Investmark Advisory Group LLC 110.05%0.05%0.05%Q4 2021Q4 20211
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q3 2018Q3 20181
ACCURATE INVESTMENT SOLUTIONS, INC. 110.01%0.01%0.01%Q1 2020Q1 20201
Wright Fund Management, LLC 110.51%0.51%0.51%Q3 2023Q3 20231
Doyle Wealth Management 110.01%0.01%0.01%Q4 2018Q4 20181
Measured Wealth Private Client Group, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Psagot Value Holdings Ltd. 110.00%0.00%0.00%Q4 2019Q4 20191
Bison Wealth, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
Clear Perspective Advisors, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
McElhenny Sheffield Capital Management, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
FIRST FINANCIAL EQUITY CORPORATION 110.05%0.05%0.05%Q1 2017Q1 20171
Verition Fund Management LLC 110.03%0.03%0.03%Q3 2020Q3 20201
Onyx Bridge Wealth Group LLC 110.28%0.28%0.28%Q3 2022Q3 20221
Clal Insurance Enterprises Holdings Ltd 110.03%0.03%0.03%Q3 2016Q3 20161
Cape Investment Advisory, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
Cordasco Financial Network 110.01%0.01%0.01%Q4 2017Q4 20171
Concert Wealth Management Inc. 110.06%0.06%0.06%Q3 2016Q3 20161
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Beaumont Capital Management, LLC 111.84%1.84%1.84%Q4 2022Q4 20221
Transamerica Financial Advisors, Inc. 111.65%1.65%1.65%Q1 2018Q1 20181
Jane Street Holding, LLC 110.02%0.02%0.02%Q4 2013Q4 20131
Hanson & Doremus Investment Management 110.01%0.01%0.01%Q1 2023Q1 20231
COMERICA BANK 110.02%0.02%0.02%Q3 2023Q3 20231
Pinnacle Wealth Planning Services, Inc. 110.41%0.41%0.41%Q4 2018Q4 20181
BlackDiamond Wealth Management, LLC 110.47%0.47%0.47%Q4 2021Q4 20211
CABANA LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Pflug Koory, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Crewe Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
BSW Wealth Partners 110.06%0.06%0.06%Q4 2021Q4 20211
OneAscent Financial Services LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Johnson Financial Group, Inc. 110.01%0.01%0.01%Q4 2016Q4 20161
MBE Wealth Management, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
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.