FIRST TR EXCHANGE-TRADED FD shareholder history

Current and past FIRST TR EXCHANGE-TRADED FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2020.00%0.00%0.00%Q2 2013Q3 202345
RAYMOND JAMES & ASSOCIATES 42420.01%0.02%0.08%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.01%Q2 2013Q3 202342
Raymond James Financial Services Advisors, Inc. 42420.02%0.05%0.10%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.03%0.04%0.08%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.01%0.01%0.02%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.01%0.02%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.01%Q2 2013Q3 202342
First Heartland Consultants, Inc. 40400.02%0.25%0.72%Q2 2013Q1 202340
Janney Montgomery Scott LLC 29100.01%0.04%0.07%Q4 2013Q3 202339
STIFEL FINANCIAL CORP 39390.01%0.01%0.02%Q1 2014Q3 202339
BENJAMIN F. EDWARDS & COMPANY, INC. 38380.01%0.10%0.24%Q2 2014Q3 202338
Cambridge Investment Research Advisors, Inc. 38380.01%0.01%0.03%Q2 2014Q3 202338
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 38380.06%0.09%0.12%Q2 2014Q3 202338
PARK NATIONAL CORP /OH/ 37370.03%0.35%0.83%Q4 2014Q4 202337
Regal Investment Advisors LLC 2410.10%0.34%0.83%Q3 2013Q3 202337
Creative Planning 2110.00%0.01%0.04%Q2 2013Q3 202337
UBS Group AG 36360.01%0.01%0.02%Q4 2014Q3 202336
Cetera Advisors LLC 36360.02%0.08%0.16%Q4 2014Q3 202336
PNC FINANCIAL SERVICES GROUP, INC. 36360.00%0.00%0.00%Q4 2014Q3 202336
Brinker Capital Investments, LLC 35350.04%0.36%1.43%Q2 2014Q4 202235
D.A. DAVIDSON & CO. 18170.00%0.03%0.15%Q2 2013Q3 202335
M&T BANK CORP 2140.00%0.00%0.00%Q3 2014Q3 202335
ENVESTNET ASSET MANAGEMENT INC 2410.00%0.01%0.04%Q1 2014Q3 202335
Koshinski Asset Management, Inc. 1680.11%0.30%0.70%Q4 2014Q3 202334
LVM CAPITAL MANAGEMENT LTD/MI 2860.05%0.09%0.26%Q1 2015Q3 202334
Cetera Advisor Networks LLC 18160.01%0.02%0.05%Q4 2014Q3 202334
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2820.00%0.00%0.01%Q1 2015Q3 202333
Stratos Wealth Partners, LTD. 3210.02%0.12%0.43%Q2 2015Q3 202333
Private Advisor Group, LLC 3210.00%0.03%0.06%Q3 2014Q3 202333
North Star Investment Management Corp. 1710.00%0.00%0.00%Q2 2014Q3 202332
Geneos Wealth Management Inc. 31310.01%0.01%0.03%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.03%0.11%Q4 2015Q3 202331
Clearwater Capital Advisors, LLC 30300.21%1.31%3.26%Q2 2016Q3 202330
Winslow, Evans & Crocker, Inc. 29290.00%0.00%0.00%Q4 2013Q4 202029
US BANCORP \DE\ 2450.00%0.00%0.00%Q3 2014Q3 202329
NEXT Financial Group, Inc 14140.01%0.05%0.14%Q2 2014Q4 202128
HENGEHOLD CAPITAL MANAGEMENT LLC 28280.33%0.50%0.85%Q4 2016Q3 202328
Allworth Financial LP 27270.00%0.00%0.00%Q1 2017Q3 202327
LEVEL FOUR ADVISORY SERVICES, LLC 1980.03%0.06%0.12%Q4 2016Q3 202327
Baker Avenue Asset Management, LP 1440.00%0.28%1.10%Q2 2013Q3 202327
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2420.00%0.02%0.05%Q3 2014Q4 202226
MML INVESTORS SERVICES, LLC 26260.01%0.03%0.04%Q2 2017Q3 202326
Steward Partners Investment Advisory, LLC 1970.00%0.03%0.08%Q1 2017Q3 202326
Biondo Investment Advisors, LLC 25250.07%0.18%0.27%Q3 2017Q3 202325
Lido Advisors, LLC 25250.03%0.05%0.08%Q3 2017Q3 202325
Anchor Investment Management, LLC 25250.00%0.00%0.00%Q4 2017Q4 202325
LADENBURG THALMANN FINANCIAL SERVICES INC. 25250.00%0.01%0.04%Q4 2013Q4 201925
Ahrens Investment Partners LLC 2310.05%0.26%1.01%Q4 2016Q1 202324
Milestone Advisory Partners 24240.32%2.66%5.19%Q4 2017Q3 202324
Sigma Planning Corp 1720.01%0.08%0.23%Q4 2014Q3 202324
NewEdge Advisors, LLC 1410.00%0.36%2.72%Q4 2014Q3 202324
ACCESS FINANCIAL SERVICES, INC. 24240.16%1.23%2.71%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.02%0.03%Q4 2017Q3 202324
Ballew Advisors, Inc 24241.24%1.67%2.29%Q4 2017Q3 202324
NVWM, LLC 24240.02%0.06%0.14%Q4 2017Q3 202324
Migdal Insurance & Financial Holdings Ltd. 1940.00%0.02%0.06%Q3 2017Q3 202323
Seneca House Advisors 23230.12%0.23%0.35%Q1 2018Q3 202323
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.00%Q1 2018Q3 202323
Asset Dedication, LLC 23230.00%0.01%0.01%Q1 2018Q3 202323
Allen Capital Group, LLC 2030.15%0.32%0.61%Q4 2017Q3 202323
Advisory Services Network, LLC 1850.01%0.01%0.04%Q4 2017Q3 202323
BDO Wealth Advisors, LLC 23230.02%0.04%0.07%Q4 2017Q2 202323
HighTower Advisors, LLC 23230.00%0.01%0.03%Q1 2018Q3 202323
OPPENHEIMER & CO INC 2020.01%0.02%0.04%Q4 2014Q3 202322
ENTERPRISE FINANCIAL SERVICES CORP 1480.03%0.07%0.13%Q4 2014Q2 202222
FIFTH THIRD BANCORP 1010.00%0.00%0.00%Q4 2014Q3 202321
First Allied Advisory Services, Inc. 1410.01%0.06%0.14%Q1 2014Q3 202021
Gradient Investments LLC 1410.00%0.00%0.01%Q2 2014Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.01%0.03%0.07%Q3 2018Q3 202321
GOLDMAN SACHS GROUP INC 910.00%0.00%0.00%Q4 2013Q3 202321
CWM, LLC 1380.02%0.03%0.15%Q2 2018Q3 202321
JANE STREET GROUP, LLC 910.00%0.00%0.02%Q2 2014Q3 202221
FMR LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
Tower Research Capital LLC (TRC) 510.00%0.02%0.15%Q2 2013Q1 202320
WINTRUST INVESTMENTS LLC 1190.03%0.12%0.24%Q2 2016Q2 202120
TFG Advisers LLC 20200.28%0.32%0.35%Q4 2018Q3 202320
OneDigital Investment Advisors LLC 1910.00%0.02%0.03%Q2 2017Q3 202320
Baird Financial Group, Inc. 1140.00%0.00%0.01%Q2 2016Q3 202120
Advanced Asset Management Advisors Inc 1910.07%0.10%0.14%Q1 2018Q3 202320
Gladstone Institutional Advisory LLC 20200.09%0.16%0.24%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.01%0.03%0.05%Q4 2018Q3 202320
Harvest Investment Services, LLC 20200.86%1.71%2.84%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.01%0.01%Q4 2017Q3 202220
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Genesee Capital Advisors, LLC 1090.19%0.36%0.87%Q4 2018Q3 202319
Private Ocean, LLC 19190.01%0.02%0.03%Q1 2018Q3 202219
1834 INVESTMENT ADVISORS CO 19190.00%0.03%0.06%Q4 2017Q2 202219
BB&T SECURITIES, LLC 1360.00%0.04%0.18%Q1 2014Q3 201919
Madrona Financial Services, LLC 18180.14%0.28%0.40%Q2 2019Q3 202318
ATLAS CAPITAL ADVISORS LLC 18180.06%0.09%0.12%Q2 2019Q3 202318
Patriot Financial Group Insurance Agency, LLC 18180.00%0.03%0.09%Q1 2018Q2 202218
HL FINANCIAL SERVICES LLC 18180.01%0.01%0.01%Q4 2014Q1 201918
Commonwealth Equity Services, Inc 18180.00%0.01%0.03%Q2 2013Q3 201718
Riverpoint Wealth Management Holdings, LLC 1350.12%0.23%0.36%Q4 2016Q2 202118
BKS ADVISORS, LLC 17170.20%0.24%0.27%Q1 2015Q1 201917
WT Wealth Management 17170.51%1.25%2.99%Q3 2019Q3 202317
Connecticut Wealth Management, LLC 1070.10%0.14%0.18%Q2 2019Q3 202317
MARK SHEPTOFF FINANCIAL PLANNING, LLC 17170.00%0.00%0.00%Q3 2016Q3 202017
Aptus Capital Advisors, LLC 17170.00%0.00%0.01%Q3 2019Q3 202317
Sandy Spring Bank 17170.00%0.00%0.01%Q3 2019Q3 202317
Global Retirement Partners, LLC 1070.00%0.01%0.06%Q2 2019Q3 202317
Ranch Capital Advisors Inc. 17170.72%1.36%1.86%Q3 2019Q3 202317
Citadel Advisors 610.00%0.00%0.00%Q2 2015Q4 202217
Mutual Advisors, LLC 16160.01%0.03%0.05%Q3 2018Q2 202216
HOWE & RUSLING INC 16160.01%0.01%0.01%Q1 2016Q4 201916
Orion Portfolio Solutions, LLC 16160.08%0.15%0.42%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.01%0.03%0.09%Q4 2019Q3 202316
Cetera Investment Advisers 1210.03%0.11%0.17%Q4 2015Q3 202316
Cornerstone Wealth Management, LLC 1010.02%0.04%0.04%Q2 2018Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.01%0.05%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.05%0.06%0.08%Q4 2019Q3 202316
WEDBUSH SECURITIES INC 1330.01%0.03%0.05%Q1 2016Q3 202316
Visionary Wealth Advisors 16160.02%0.04%0.06%Q4 2019Q3 202316
Element Wealth, LLC 16160.52%0.63%0.76%Q4 2019Q3 202316
Rockefeller Capital Management L.P. 16160.00%0.01%0.02%Q4 2019Q3 202316
BANK OF MONTREAL /CAN/ 610.00%0.00%0.00%Q3 2014Q3 202315
Capital Advisors, Ltd. LLC 15150.01%0.15%0.32%Q1 2020Q3 202315
Advisor Group, Inc. 15150.02%0.03%0.12%Q2 2016Q4 201915
FAS Wealth Partners, Inc. 15150.08%0.14%0.22%Q1 2020Q3 202315
Psagot Value Holdings Ltd. 15150.01%0.02%0.05%Q4 2014Q2 201815
Global Trust Asset Management, LLC 960.00%0.63%1.48%Q4 2017Q3 202215
BENJAMIN EDWARDS INC 15150.02%0.04%0.04%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.03%0.05%Q1 2020Q3 202315
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1020.03%0.05%0.07%Q2 2017Q3 202215
Eudaimonia Partners, LLC 810.03%0.05%0.07%Q4 2019Q3 202314
Flaharty Asset Management, LLC 14143.29%3.84%4.51%Q2 2020Q3 202314
Jacobi Capital Management LLC 14140.00%0.00%0.01%Q2 2017Q3 202014
Financial Advocates Investment Management 14140.05%0.07%0.10%Q2 2020Q3 202314
Great Diamond Partners, LLC 14140.31%0.42%0.82%Q2 2020Q3 202314
GLENMEDE TRUST CO NA 14140.00%0.00%0.00%Q2 2013Q3 201614
AE Wealth Management LLC 14140.00%0.03%0.08%Q2 2020Q3 202314
EPG Wealth Management LLC 14140.10%0.21%0.34%Q2 2020Q3 202314
Kingsview Wealth Management, LLC 860.04%0.05%0.09%Q1 2020Q3 202314
RAYMOND JAMES TRUST N.A. 14140.01%0.01%0.02%Q4 2018Q1 202214
COLONY GROUP LLC 14140.01%0.02%0.03%Q1 2019Q2 202214
IFG Advisory, LLC 710.02%0.06%0.10%Q3 2019Q3 202313
Oakworth Capital, Inc. 13130.00%0.00%0.00%Q3 2020Q3 202313
Rikoon Group, LLC 13130.09%0.13%0.18%Q1 2018Q1 202113
Platform Technology Partners 1030.13%0.18%0.25%Q2 2020Q3 202313
Virtu Financial LLC 210.01%0.14%0.43%Q3 2014Q4 202213
Ellis Investment Partners, LLC 13130.01%0.01%0.01%Q3 2019Q3 202213
Private Wealth Group, LLC 13131.54%4.17%6.27%Q3 2020Q3 202313
Capital Investment Advisory Services, LLC 1030.00%0.00%0.01%Q4 2018Q3 202313
Miracle Mile Advisors, LLC 13130.02%0.38%1.81%Q3 2020Q3 202313
MSI Financial Services Inc 13130.00%0.01%0.03%Q4 2013Q4 201613
Kestra Advisory Services, LLC 13130.03%0.05%0.10%Q3 2020Q3 202313
Front Row Advisors LLC 13130.01%0.01%0.01%Q3 2020Q3 202313
VALLEY NATIONAL ADVISERS INC 12120.00%0.01%0.01%Q4 2020Q3 202312
Key FInancial Inc 12120.04%0.06%0.07%Q4 2020Q3 202312
DEFINED WEALTH MANAGEMENT, LLC 12122.38%2.82%3.51%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.02%Q2 2013Q1 201612
Waterfront Wealth Inc. 12120.10%0.16%0.28%Q4 2020Q3 202312
J.W. COLE ADVISORS, INC. 810.04%0.05%0.06%Q4 2019Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.00%0.02%0.06%Q4 2020Q3 202312
WFG Advisors, LP 1110.01%0.04%0.06%Q2 2013Q2 201712
HUNTINGTON NATIONAL BANK 610.00%0.00%0.00%Q1 2018Q1 202312
Arkadios Wealth Advisors 12120.02%0.06%0.10%Q4 2020Q3 202312
ROTHSCHILD INVESTMENT LLC /IL 12120.03%0.07%0.10%Q3 2014Q2 201712
StoneX Group Inc. 930.11%0.21%0.34%Q4 2019Q3 202312
NORTHWEST WEALTH MANAGEMENT, LLC 930.27%0.30%0.39%Q4 2016Q4 201912
MUFG Americas Holdings Corp 12120.00%0.00%0.00%Q4 2019Q3 202212
Snowden Capital Advisors LLC 610.00%0.13%0.45%Q1 2016Q3 202312
Cardan Capital Partners, LLC 930.74%0.93%1.09%Q4 2016Q3 202112
Hefren-Tillotson, Inc. 510.00%5.97%21.38%Q3 2014Q1 201812
MANUFACTURERS LIFE INSURANCE COMPANY, THE 12120.00%0.00%0.00%Q2 2015Q1 201812
DHJJ Financial Advisors, Ltd. 12120.65%0.74%0.83%Q4 2020Q3 202312
Newbridge Financial Services Group, Inc. 12120.00%0.02%0.04%Q3 2020Q2 202312
J Arnold Wealth Management Co 1110.01%0.08%0.25%Q4 2019Q1 202312
MTM Investment Management, LLC 12120.37%0.45%0.56%Q4 2020Q3 202312
WealthBridge Capital Management, LLC 920.09%0.14%0.21%Q4 2018Q3 202311
J.P. Morgan Private Wealth Advisors LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Avior Wealth Management, LLC 11110.00%0.01%0.02%Q1 2021Q3 202311
CAPTRUST FINANCIAL ADVISORS 920.00%0.00%0.00%Q1 2019Q2 202211
Spire Wealth Management 11110.00%0.02%0.07%Q1 2021Q3 202311
Westside Investment Management, Inc. 810.00%0.01%0.01%Q1 2017Q2 202011
CENTAURUS FINANCIAL, INC. 710.01%0.02%0.03%Q2 2018Q2 202311
Tradition Wealth Management, LLC 1010.00%0.00%0.00%Q4 2020Q3 202311
Mirae Asset Global Investments Co., Ltd. 11110.01%0.02%0.02%Q3 2020Q1 202311
MGO ONE SEVEN LLC 710.01%0.06%0.12%Q4 2017Q3 202310
Princeton Global Asset Management LLC 10100.00%0.00%0.00%Q1 2021Q2 202310
CAMDEN NATIONAL BANK 10100.04%0.06%0.07%Q4 2019Q1 202210
Ayalon Insurance Comp Ltd. 10100.47%0.83%1.12%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.04%0.07%Q1 2021Q3 202310
New England Private Wealth Advisors LLC 10100.89%1.27%1.54%Q2 2021Q3 202310
NOTTINGHAM ADVISORS, INC. 910.01%0.84%1.73%Q2 2018Q4 202110
Mascoma Wealth Management LLC 910.00%0.01%0.01%Q1 2021Q3 202310
REGIONS FINANCIAL CORP 730.00%0.00%0.00%Q1 2018Q3 202310
Cherry Creek Investment Advisors, Inc. 10105.81%6.18%6.43%Q2 2021Q3 202310
Accel Wealth Management 10100.01%0.02%0.04%Q4 2020Q1 202310
JTC Employer Solutions Trustee Ltd 10100.00%0.01%0.01%Q2 2021Q3 202310
Claraphi Advisory Network, LLC 540.10%0.25%0.32%Q4 2017Q1 20209
Sowell Financial Services LLC 510.00%0.02%0.07%Q4 2016Q1 20219
Community Bank, N.A. 990.00%0.09%0.31%Q2 2018Q2 20209
Sterling Manor Financial, LLC 810.22%0.32%0.37%Q4 2020Q1 20239
DUBUQUE BANK & TRUST CO 540.00%0.00%0.01%Q2 2015Q3 20179
Sonora Investment Management, LLC 990.00%0.00%0.00%Q3 2019Q3 20219
Valeo Financial Advisors, LLC 630.00%0.01%0.01%Q4 2017Q2 20219
Cordasco Financial Network 990.00%0.00%0.00%Q2 2020Q2 20229
OLD NATIONAL BANCORP /IN/ 630.01%0.01%0.02%Q2 2019Q3 20219
Prospera Financial Services Inc 810.01%0.02%0.05%Q1 2021Q3 20239
Archford Capital Strategies, LLC 990.05%0.12%0.18%Q3 2021Q3 20239
SII INVESTMENTS INC/WI 630.02%0.03%0.04%Q2 2014Q3 20169
WealthShield Partners, LLC 320.01%0.01%0.02%Q1 2020Q3 20238
Masso Torrence Wealth Management Inc. 880.24%0.89%2.24%Q4 2021Q3 20238
Virtue Capital Management, LLC 880.08%0.10%0.13%Q4 2021Q3 20238
MONEY CONCEPTS CAPITAL CORP 620.00%0.01%0.04%Q4 2020Q1 20238
WEST PACES ADVISORS INC. 880.06%0.07%0.08%Q1 2019Q4 20208
Rise Advisors, LLC 880.13%0.20%0.30%Q4 2021Q3 20238
Comprehensive Financial Consultants Institutional, Inc. 880.12%0.15%0.20%Q4 2021Q3 20238
MOTCO 880.00%0.00%0.00%Q3 2019Q2 20218
NORTHCAPE WEALTH MANAGEMENT, LLC 880.11%0.17%0.23%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 880.01%0.02%0.05%Q4 2021Q3 20238
PURSUE WEALTH PARTNERS LLC 880.70%1.70%2.72%Q4 2021Q3 20238
Quantum Private Wealth, LLC 880.22%0.25%0.27%Q4 2021Q3 20238
BESSEMER GROUP INC 880.00%0.00%0.00%Q3 2013Q2 20158
Wagner Wealth Management, LLC 530.00%0.01%0.02%Q4 2020Q3 20238
COTTONWOOD CAPITAL ADVISORS, LLC 882.50%2.79%3.00%Q4 2021Q3 20238
BSW Wealth Partners 880.35%0.38%0.42%Q3 2013Q2 20158
Kalos Management, Inc. 880.15%0.21%0.27%Q1 2020Q4 20218
Wealthfront Advisers LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Kaydan Wealth Management, Inc. 880.65%0.84%1.06%Q4 2021Q3 20238
Retirement Planning Co of New England, Inc. 880.41%0.51%0.56%Q4 2021Q3 20238
PSI Advisors, LLC 880.02%0.32%1.11%Q4 2021Q3 20238
Destiny Wealth Partners, LLC 620.02%0.03%0.03%Q4 2020Q4 20228
Larson Financial Group LLC 880.01%0.07%0.20%Q4 2021Q3 20238
Apeiron RIA LLC 880.14%1.95%2.76%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.00%0.01%0.01%Q4 2021Q3 20238
Ignite Planners, LLC 880.24%0.42%0.62%Q4 2021Q3 20238
SEI INVESTMENTS CO 510.00%0.00%0.00%Q4 2014Q2 20187
FSB PREMIER WEALTH MANAGEMENT, INC. 770.97%1.22%1.42%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.53%0.78%0.99%Q4 2021Q3 20237
Sound Income Strategies, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Golden State Wealth Management, LLC 770.18%0.29%0.39%Q3 2020Q1 20227
Mariner, LLC 510.00%0.01%0.03%Q3 2014Q3 20237
Archer Investment Corp 770.02%0.02%0.02%Q1 2022Q3 20237
Realta Investment Advisors 320.01%0.02%0.04%Q2 2019Q3 20237
Strategic Blueprint, LLC 610.03%0.05%0.07%Q2 2021Q1 20237
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
NATIONAL BANK OF CANADA /FI/ 770.00%0.00%0.00%Q1 2022Q3 20237
PRIVATE TRUST CO NA 610.01%0.01%0.02%Q3 2014Q3 20237
AdvisorNet Financial, Inc 310.00%0.00%0.01%Q4 2018Q3 20237
Berkshire Bank 770.06%0.14%0.18%Q1 2022Q3 20237
Integrated Wealth Concepts LLC 610.01%0.01%0.03%Q2 2021Q3 20237
Raleigh Capital Management Inc. 770.02%0.02%0.02%Q1 2022Q3 20237
Financial Advisors Network, Inc. 610.06%0.10%0.21%Q3 2021Q3 20237
Smart Money Group LLC 770.58%1.62%2.75%Q1 2019Q3 20207
HAZLETT, BURT & WATSON, INC. 770.07%0.08%0.09%Q1 2022Q3 20237
SignalPoint Asset Management, LLC 770.49%0.59%0.71%Q1 2022Q3 20237
Cyrus J. Lawrence, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Lee Financial Co 770.01%0.01%0.01%Q1 2022Q3 20237
Aprio Wealth Management, LLC 772.24%2.66%2.88%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.06%0.09%0.12%Q1 2022Q3 20237
KRAEMATON INVESTMENT ADVISORS, INC 420.19%0.23%0.27%Q4 2021Q3 20236
UBS AG 660.01%0.01%0.02%Q2 2013Q3 20146
Qube Research & Technologies Ltd 510.00%0.00%0.01%Q4 2021Q3 20236
USCA RIA LLC 660.04%0.04%0.05%Q4 2017Q1 20196
Concorde Asset Management, LLC 310.29%1.18%2.41%Q4 2018Q3 20236
CREATIVE FINANCIAL DESIGNS INC /ADV 660.01%0.02%0.02%Q2 2022Q3 20236
AlphaMark Advisors, LLC 510.00%0.01%0.04%Q4 2016Q4 20226
Ruggie Capital Group 510.14%0.18%0.22%Q2 2017Q4 20186
ICA Group Wealth Management, LLC 660.04%0.05%0.07%Q1 2022Q2 20236
Bank of New York Mellon Corp 660.00%0.00%0.00%Q2 2022Q3 20236
Quad-Cities Investment Group, LLC 660.04%0.06%0.07%Q2 2018Q3 20196
Clarus Wealth Advisors 420.11%0.16%0.23%Q2 2018Q2 20236
DEUTSCHE BANK AG\ 660.00%0.00%0.00%Q3 2013Q4 20146
FLOW TRADERS U.S. LLC 310.00%0.04%0.07%Q3 2016Q3 20226
Selective Wealth Management, Inc. 660.01%0.04%0.07%Q2 2021Q3 20226
KESTRA PRIVATE WEALTH SERVICES, LLC 660.05%0.07%0.09%Q2 2022Q3 20236
Sunflower Bank, N.A. 660.03%0.04%0.04%Q4 2020Q1 20226
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 550.01%0.01%0.01%Q2 2021Q2 20225
SECURITY NATIONAL TRUST CO 550.00%0.00%0.01%Q2 2014Q2 20155
TD Waterhouse Canada Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
SG Americas Securities, LLC 210.00%0.00%0.00%Q3 2014Q3 20175
CoreCap Advisors, LLC 550.01%0.04%0.07%Q4 2021Q4 20225
Renaissance Technologies 550.00%0.00%0.00%Q3 2021Q3 20225
Capital Asset Advisory Services LLC 550.00%0.00%0.01%Q3 2020Q3 20215
Cutler Group LLC / CA 330.00%0.00%0.00%Q4 2015Q2 20165
Atria Investments, Inc 320.01%0.05%0.14%Q1 2019Q3 20235
Global Assets Advisory, LLC 550.18%0.39%0.70%Q3 2022Q3 20235
Main Street Financial Solutions, LLC 550.09%0.26%0.32%Q3 2022Q3 20235
NEW ENGLAND SECURITIES CORP /MA/ 550.00%0.04%0.12%Q4 2013Q4 20145
FIRST INTERSTATE BANK 550.00%0.00%0.00%Q3 2015Q3 20165
B. Riley Wealth Advisors, Inc. 210.00%0.04%0.17%Q2 2014Q3 20235
Transamerica Financial Advisors, Inc. 550.00%0.02%0.09%Q1 2015Q1 20165
WHITTIER TRUST CO 550.00%0.00%0.00%Q3 2022Q3 20235
Ironwood Financial, llc 550.00%0.00%0.00%Q3 2020Q3 20215
BRINKER CAPITAL INC 550.09%1.69%2.22%Q2 2014Q2 20155
Virtu KCG Holdings LLC 410.01%0.01%0.01%Q3 2015Q2 20175
Pinnacle Family Advisors, LLC 550.23%0.30%0.41%Q3 2022Q3 20235
Hilltop Holdings Inc. 310.24%0.45%1.02%Q1 2018Q1 20194
1 NORTH WEALTH SERVICES LLC 220.75%0.81%0.98%Q4 2018Q4 20194
SIMON QUICK ADVISORS, LLC 440.03%0.04%0.04%Q1 2019Q4 20194
IAMS WEALTH MANAGEMENT, LLC 440.91%1.43%1.79%Q4 2022Q3 20234
GREAT VALLEY ADVISOR GROUP, INC. 440.01%0.01%0.02%Q4 2022Q3 20234
BROWN BROTHERS HARRIMAN & CO 440.00%0.00%0.00%Q1 2019Q4 20194
Arden Trust Co 441.46%1.80%2.48%Q1 2023Q4 20234
MANCHESTER FINANCIAL INC 310.01%0.01%0.02%Q2 2019Q2 20204
RiverFront Investment Group, LLC 441.41%2.52%3.03%Q1 2014Q4 20144
Pinnacle Wealth Management Advisory Group, LLC 440.05%0.05%0.05%Q4 2022Q3 20234
MAI Capital Management 440.01%0.01%0.01%Q4 2022Q3 20234
Ken Stern & Associates, Inc. 440.09%0.19%0.23%Q4 2017Q3 20184
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.01%Q4 2022Q3 20234
Farmers & Merchants Trust Co of Chambersburg PA 440.01%0.01%0.01%Q4 2022Q3 20234
MEEDER ASSET MANAGEMENT INC 440.00%0.00%0.00%Q2 2021Q1 20224
EverSource Wealth Advisors, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Western Wealth Management, LLC 310.01%0.07%0.09%Q1 2020Q1 20224
LEVEL FOUR FINANCIAL, LLC 440.17%0.26%0.42%Q4 2020Q3 20214
Alpha Financial Partners, LLC 440.30%0.33%0.37%Q4 2022Q3 20234
RPG Investment Advisory, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
CENTRAL TRUST Co 310.00%0.00%0.01%Q1 2022Q3 20234
Wealth Quarterback LLC 220.01%0.01%0.01%Q4 2019Q3 20214
MERCER GLOBAL ADVISORS INC /ADV 220.00%0.00%0.01%Q3 2022Q3 20234
GPS Wealth Strategies Group, LLC 310.01%0.02%0.02%Q3 2022Q3 20234
MASSMUTUAL TRUST CO FSB/ADV 210.00%0.00%0.00%Q3 2014Q1 20184
Investors Capital Advisory Services 440.05%0.07%0.08%Q3 2014Q2 20154
UMB Bank, n.a. 310.00%0.00%0.00%Q4 2021Q3 20234
Kessler Investment Group, LLC 110.01%0.02%0.07%Q3 2013Q3 20184
David J Yvars Group 440.13%0.14%0.14%Q4 2020Q3 20214
Barber Financial Group, Inc. 441.05%1.11%1.18%Q2 2021Q1 20224
WEALTHCARE CAPITAL MANAGEMENT LLC 440.00%0.00%0.00%Q4 2017Q3 20184
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
COMERICA BANK 310.00%0.00%0.01%Q3 2018Q3 20234
Placemark Investments, Inc. 440.02%0.04%0.05%Q1 2014Q4 20144
PACIFIC FINANCIAL GROUP INC 310.15%0.16%0.18%Q3 2020Q3 20214
SIMPLEX TRADING, LLC 220.00%0.00%0.00%Q3 2015Q1 20214
Colonial Trust Co / SC 440.02%0.02%0.02%Q4 2022Q3 20234
B. Riley Wealth Management, Inc. 440.19%0.22%0.29%Q4 2014Q3 20154
Syntegra Private Wealth Group, LLC 440.05%0.05%0.05%Q4 2022Q3 20234
PINNACLE ASSOCIATES LTD 440.01%0.01%0.01%Q4 2022Q3 20234
Buck Wealth Strategies, LLC 311.73%1.83%1.95%Q3 2022Q3 20234
Dominguez Wealth Management Solutions, Inc. 440.28%0.30%0.31%Q4 2022Q3 20234
Ascension Capital Advisors, Inc. 440.48%3.06%4.19%Q4 2019Q3 20204
SkyOak Wealth, LLC 310.07%0.08%0.08%Q4 2019Q4 20224
Coppell Advisory Solutions LLC 440.62%0.92%1.25%Q4 2022Q3 20234
Secure Asset Management, LLC 440.11%0.12%0.13%Q4 2022Q3 20234
Gateway Wealth Partners, LLC 440.07%0.15%0.27%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Independent Wealth Network Inc. 440.14%0.16%0.19%Q1 2022Q4 20224
OneAscent Financial Services LLC 310.23%0.29%0.38%Q3 2022Q3 20234
Truvestments Capital LLC 310.07%0.16%0.36%Q3 2018Q3 20194
BlackRock Inc. 310.00%0.00%0.00%Q1 2018Q2 20224
V Wealth Advisors LLC 210.03%0.04%0.05%Q4 2021Q2 20234
Legacy Financial Strategies, LLC 330.62%0.74%0.81%Q4 2017Q2 20183
Prosperity Financial Group, Inc. 330.31%0.55%1.00%Q1 2023Q3 20233
CREDIT SUISSE AG/ 210.00%0.00%0.00%Q2 2014Q2 20153
Waverly Advisors, LLC 330.01%0.02%0.02%Q2 2014Q4 20143
NewEdge Wealth, LLC 330.01%0.04%0.06%Q1 2023Q3 20233
DAYMARK WEALTH PARTNERS, LLC 330.02%0.02%0.03%Q1 2023Q3 20233
ABLE Financial Group, LLC 330.24%0.26%0.28%Q1 2023Q3 20233
Summit Financial Wealth Advisors, LLC 330.02%0.03%0.04%Q4 2014Q2 20153
Mach-1 Financial Group, LLC 210.01%0.05%0.13%Q2 2022Q1 20233
OneAscent Wealth Management LLC 330.23%0.27%0.29%Q1 2023Q3 20233
Hartford Financial Management Inc. 330.03%0.03%0.03%Q2 2015Q4 20153
IAG Wealth Partners, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Robertson Stephens Wealth Management, LLC 330.19%0.19%0.20%Q1 2023Q3 20233
Capital Investment Advisors, LLC 330.01%0.02%0.02%Q4 2022Q2 20233
Black Swift Group, LLC 330.01%0.02%0.02%Q3 2020Q1 20213
Sunbelt Securities, Inc. 330.00%0.00%0.01%Q1 2023Q3 20233
AXXCESS WEALTH MANAGEMENT, LLC 330.03%0.03%0.03%Q4 2021Q2 20223
PCA Investment Advisory Services Inc. 330.28%0.31%0.33%Q1 2023Q3 20233
Walkner Condon Financial Advisors LLC 330.06%0.08%0.09%Q1 2023Q3 20233
Pine Valley Investments Ltd Liability Co 330.63%0.75%0.94%Q1 2023Q3 20233
First Horizon Advisors, Inc. 330.00%0.00%0.00%Q2 2018Q4 20183
NewSquare Capital LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Argentus Capital Management, LLC 330.00%0.01%0.02%Q1 2016Q3 20163
Coston, McIsaac & Partners 330.01%0.01%0.02%Q1 2023Q3 20233
NorthLanding Financial Partners, LLC 330.19%0.19%0.19%Q3 2022Q1 20233
ASSETMARK, INC 210.00%0.00%0.01%Q1 2015Q3 20233
CENTRAL BANK & TRUST CO 330.00%0.00%0.00%Q1 2023Q3 20233
LANDAAS & CO /WI /ADV 210.01%0.01%0.02%Q3 2017Q2 20183
CIBC WORLD MARKET INC. 210.00%0.00%0.01%Q4 2021Q3 20233
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 210.02%0.02%0.02%Q1 2021Q1 20223
National Wealth Management Group, LLC 330.33%0.36%0.38%Q1 2023Q3 20233
Segment Wealth Management, LLC 330.08%0.10%0.13%Q4 2016Q2 20173
SIGNATUREFD, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Kabarec Financial Advisors, Ltd. 226.96%7.19%7.41%Q4 2017Q1 20182
SILVER OAK SECURITIES, INCORPORATED 110.15%0.15%0.15%Q3 2022Q3 20232
Ameritas Investment Company, LLC 110.01%0.02%0.02%Q4 2018Q1 20212
FLAGSHIP HARBOR ADVISORS, LLC 110.00%0.00%0.00%Q2 2019Q3 20202
Truadvice, LLC 220.20%0.23%0.26%Q3 2020Q4 20202
STRINGER ASSET MANAGEMENT, LLC 224.51%4.64%4.78%Q4 2017Q1 20182
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2020Q1 20212
Herold Advisors, Inc. 110.00%0.00%0.00%Q3 2021Q1 20222
Simplicity Solutions, LLC 110.00%0.01%0.01%Q4 2020Q3 20232
NORTHERN TRUST CORP 220.00%0.00%0.00%Q2 2019Q3 20192
Anfield Capital Management, LLC 110.03%0.03%0.04%Q4 2019Q2 20212
HRT FINANCIAL LP 220.17%0.49%0.81%Q2 2015Q3 20152
Trilogy Capital Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
Independent Advisor Alliance 110.11%0.15%0.20%Q4 2019Q2 20202
Mariner Wealth Advisors-Madison, LLC 220.01%0.01%0.01%Q2 2013Q3 20132
Hudock, Inc. 220.01%0.01%0.02%Q2 2014Q3 20142
W.G. Shaheen & Associates DBA Whitney & Co 220.00%0.00%0.00%Q2 2018Q3 20182
Allegis Investment Advisors, LLC 220.05%0.06%0.07%Q1 2017Q2 20172
Dynamic Advisor Solutions LLC 110.20%0.26%0.31%Q4 2019Q4 20212
Allred Capital Management, LLC 110.02%0.02%0.02%Q4 2019Q1 20212
Belpointe Asset Management LLC 220.00%0.01%0.01%Q4 2022Q1 20232
Karp Capital Management Corp 221.04%1.23%1.41%Q2 2022Q3 20222
SUNFLOWER BANK, NA WEALTH MANAGEMENT 220.13%0.13%0.13%Q2 2020Q3 20202
Asset Planning Services, Ltd. 220.00%0.00%0.00%Q4 2017Q1 20182
Belvedere Trading LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Fortitude Advisory Group L.L.C. 220.02%0.02%0.02%Q4 2021Q1 20222
Chicago Partners Investment Group LLC 220.01%0.01%0.01%Q2 2023Q3 20232
NIEMANN CAPITAL MANAGEMENT INC 220.36%0.47%0.58%Q3 2014Q4 20142
Horizon Wealth Management, LLC 220.06%0.06%0.06%Q4 2021Q1 20222
DCM Advisors, LLC 220.01%0.01%0.01%Q2 2021Q3 20212
Bedel Financial Consulting, Inc. 220.04%0.04%0.04%Q4 2018Q1 20192
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 111.19%1.39%1.59%Q3 2020Q4 20212
PARK AVENUE SECURITIES LLC 220.01%0.01%0.02%Q2 2023Q3 20232
FLAGSTAR ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20222
BALDWIN BROTHERS LLC/MA 220.00%0.00%0.00%Q1 2022Q2 20222
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.02%0.02%Q2 2013Q3 20132
Lloyd Advisory Services, LLC. 110.00%0.00%0.01%Q4 2019Q1 20222
Wilmington Trust, National Association 220.01%0.01%0.01%Q1 2014Q2 20142
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Walleye Capital LLC 220.01%0.02%0.02%Q1 2022Q2 20222
Coppell Advisory Solutions Corp. 220.62%0.94%1.25%Q4 2022Q1 20232
MERITAGE PORTFOLIO MANAGEMENT 220.24%0.26%0.27%Q1 2022Q2 20222
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q1 2020Q2 20202
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.04%0.04%0.04%Q2 2022Q3 20222
Elevated Capital Advisors, LLC 220.25%0.50%0.75%Q2 2023Q3 20232
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
HHM Wealth Advisors, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
PFG Investments, LLC 220.04%0.04%0.05%Q2 2023Q3 20232
Total Clarity Wealth Management, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Bartlett & Co. LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Penserra Capital Management LLC 110.00%0.00%0.00%Q2 2023Q2 20231
BB&T INVESTMENT SERVICES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
Synergy Asset Management, LLC 111.23%1.23%1.23%Q4 2021Q4 20211
Spectrum Management Group, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Stratos Wealth Advisors, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
Measured Wealth Private Client Group, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Oxler Private Wealth LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Crescent Capital Consulting, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
GoalVest Advisory LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
KINGSWOOD WEALTH ADVISORS, LLC 110.18%0.18%0.18%Q2 2023Q2 20231
Colonial River Wealth Management, LLC 110.12%0.12%0.12%Q4 2021Q4 20211
GUGGENHEIM CAPITAL LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Strategic Wealth Partners, Ltd. 110.01%0.01%0.01%Q2 2018Q2 20181
Advisors Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
AlphaCore Capital LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Altus Wealth Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
TOBIAS FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
CATALYST PRIVATE WEALTH, LLC 110.08%0.08%0.08%Q3 2020Q3 20201
ACIMA PRIVATE WEALTH, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Second Half Financial Partners, LLC 110.35%0.35%0.35%Q2 2023Q2 20231
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Jefferies Group LLC 110.02%0.02%0.02%Q1 2014Q1 20141
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
TRUST DEPARTMENT MB FINANCIAL BANK N A 110.04%0.04%0.04%Q4 2016Q4 20161
Stone House Investment Management, LLC 110.03%0.03%0.03%Q1 2019Q1 20191
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q3 2021Q3 20211
Rehmann Capital Advisory Group 110.00%0.00%0.00%Q1 2018Q1 20181
SeaCrest Wealth Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
ACG Wealth 110.12%0.12%0.12%Q4 2017Q4 20171
SRS Capital Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
BROOKTREE CAPITAL MANAGEMENT 110.02%0.02%0.02%Q1 2020Q1 20201
People's United Financial, Inc. 110.01%0.01%0.01%Q2 2019Q2 20191
Tuttle Capital Management, LLC 110.94%0.94%0.94%Q1 2017Q1 20171
Harel Insurance Investments & Financial Services Ltd. 110.13%0.13%0.13%Q2 2021Q2 20211
S.C. Financial Services, Inc. 110.33%0.33%0.33%Q4 2022Q4 20221
BRIGHTON JONES LLC 110.02%0.02%0.02%Q3 2023Q3 20231
TrueWealth Advisors, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
MBM Wealth Consultants, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Surevest, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
JNBA Financial Advisors 110.00%0.00%0.00%Q2 2014Q2 20141
Sageworth Trust Co 110.00%0.00%0.00%Q1 2019Q1 20191
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Crosspoint Capital Strategies, LLC 110.67%0.67%0.67%Q4 2015Q4 20151
EP Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Avalon Investment & Advisory 110.09%0.09%0.09%Q4 2019Q4 20191
Apollon Wealth Management, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
HYA Advisors, Inc 110.13%0.13%0.13%Q2 2022Q2 20221
Blue Trust, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
BARNES PETTEY FINANCIAL ADVISORS, LLC 110.24%0.24%0.24%Q4 2021Q4 20211
Ground Swell Capital, LLC 110.02%0.02%0.02%Q2 2014Q2 20141
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Insight Wealth Strategies, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Trexquant Investment LP 110.02%0.02%0.02%Q1 2020Q1 20201
BARCLAYS PLC 110.00%0.00%0.00%Q2 2021Q2 20211
Castle Rock Wealth Management, LLC 110.10%0.10%0.10%Q4 2022Q4 20221
One Capital Management, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Cresset Asset Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Versant Capital Management, Inc 110.00%0.00%0.00%Q4 2017Q4 20171
BRANDYWINE OAK PRIVATE WEALTH LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Waterloo Capital, L.P. 110.11%0.11%0.11%Q3 2023Q3 20231
MADRONA FUNDS, LLC 110.25%0.25%0.25%Q3 2019Q3 20191
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Pettinga Financial Advisors LLC 110.27%0.27%0.27%Q4 2019Q4 20191
VERUS CAPITAL PARTNERS, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Farther Finance Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Weatherstone Capital Management 110.36%0.36%0.36%Q4 2018Q4 20181
FIRST FINANCIAL EQUITY CORPORATION 110.06%0.06%0.06%Q1 2017Q1 20171
AHL INVESTMENT MANAGEMENT, INC. 110.02%0.02%0.02%Q4 2021Q4 20211
CAMDEN NATIONAL CORP 110.06%0.06%0.06%Q1 2021Q1 20211
PRUDENTIAL PLC 110.01%0.01%0.01%Q4 2022Q4 20221
Virtus ETF Advisers LLC 110.14%0.14%0.14%Q1 2017Q1 20171
MARSHALL WACE, LLP 110.00%0.00%0.00%Q3 2022Q3 20221
Bangor Savings Bank 110.00%0.00%0.00%Q3 2022Q3 20221
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
tru Independence LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
CoreFirst Bank & Trust 110.01%0.01%0.01%Q2 2022Q2 20221
NBC SECURITIES, INC. 110.06%0.06%0.06%Q3 2023Q3 20231
Certified Advisory Corp 110.00%0.00%0.00%Q2 2019Q2 20191
BAROMETER CAPITAL MANAGEMENT INC. 110.06%0.06%0.06%Q3 2014Q3 20141
Moors & Cabot, Inc. 110.06%0.06%0.06%Q3 2014Q3 20141
Krilogy Financial LLC 110.03%0.03%0.03%Q4 2015Q4 20151
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.