FIRST TR EXCHANGE-TRADED FD shareholder history

Current and past FIRST TR EXCHANGE-TRADED FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 39390.00%0.01%0.03%Q1 2014Q3 202339
LPL Financial LLC 36360.00%0.18%0.64%Q4 2014Q3 202336
MORGAN STANLEY 36360.00%0.03%0.10%Q4 2014Q3 202336
ROYAL BANK OF CANADA 35350.00%0.01%0.04%Q1 2015Q3 202335
PNC FINANCIAL SERVICES GROUP, INC. 35350.00%0.01%0.04%Q1 2015Q3 202335
STIFEL FINANCIAL CORP 2840.00%0.04%0.11%Q1 2015Q3 202332
RAYMOND JAMES & ASSOCIATES 2840.00%0.05%0.16%Q1 2015Q3 202332
WELLS FARGO & COMPANY/MN 32320.00%0.04%0.13%Q4 2015Q3 202332
IFP Advisors, Inc 17140.00%0.09%0.53%Q4 2015Q3 202331
US BANCORP \DE\ 2640.00%0.01%0.03%Q3 2014Q3 202330
UBS Group AG 2810.00%0.03%0.08%Q2 2015Q3 202329
Janney Montgomery Scott LLC 29290.00%0.05%0.12%Q3 2016Q3 202329
Koshinski Asset Management, Inc. 1620.06%0.74%2.49%Q2 2015Q3 202328
Raymond James Financial Services Advisors, Inc. 2710.01%0.21%0.64%Q4 2015Q3 202328
OPPENHEIMER & CO INC 2440.01%0.04%0.10%Q1 2015Q3 202328
First Heartland Consultants, Inc. 28280.13%1.02%2.89%Q4 2016Q3 202328
Cetera Advisor Networks LLC 2430.01%0.16%0.55%Q4 2015Q3 202327
BENJAMIN F. EDWARDS & COMPANY, INC. 27270.06%0.23%0.58%Q1 2017Q3 202327
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1410.00%0.00%0.00%Q2 2014Q3 202327
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 27270.00%0.03%0.12%Q1 2017Q3 202327
Geneos Wealth Management Inc. 27270.00%0.08%0.20%Q1 2017Q3 202327
CITIGROUP INC 27270.00%0.00%0.01%Q1 2017Q3 202327
AMERIPRISE FINANCIAL INC 27270.00%0.03%0.07%Q1 2017Q3 202327
MML INVESTORS SERVICES, LLC 26260.02%0.12%0.31%Q2 2017Q3 202326
Private Advisor Group, LLC 26260.01%0.26%0.79%Q2 2017Q3 202326
Stratos Wealth Partners, LTD. 26260.02%0.17%0.46%Q2 2017Q3 202326
Cambridge Investment Research Advisors, Inc. 26260.00%0.21%0.57%Q2 2017Q3 202326
D.A. DAVIDSON & CO. 2310.00%0.08%0.19%Q3 2016Q3 202326
Tower Research Capital LLC (TRC) 1010.00%0.01%0.06%Q1 2014Q3 202326
Kingsview Wealth Management, LLC 1540.01%0.13%0.30%Q1 2017Q3 202325
Steward Partners Investment Advisory, LLC 25250.00%0.20%0.42%Q3 2017Q3 202325
JPMORGAN CHASE & CO 25250.00%0.00%0.00%Q3 2017Q3 202325
Eldridge Investment Advisors, Inc. 24242.44%6.43%8.69%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.06%0.32%0.78%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.13%0.35%Q4 2017Q3 202324
JANE STREET GROUP, LLC 1110.00%0.00%0.01%Q1 2016Q3 202324
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11110.08%0.96%2.52%Q2 2017Q3 202322
Advisory Services Network, LLC 1660.00%0.03%0.07%Q4 2017Q3 202322
IHT Wealth Management, LLC 11110.02%0.33%0.82%Q4 2017Q3 202322
Capital Advisory Group Advisory Services, LLC 1570.00%0.41%0.97%Q1 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.01%0.08%0.18%Q3 2018Q3 202321
Cetera Advisors LLC 21210.02%0.40%0.92%Q3 2018Q3 202321
Global Retirement Partners, LLC 1310.00%0.12%0.33%Q2 2017Q3 202321
Sigma Planning Corp 21210.03%0.33%0.92%Q3 2018Q3 202321
First Horizon Advisors, Inc. 1560.18%0.31%0.57%Q2 2018Q3 202321
WINTRUST INVESTMENTS LLC 1310.04%0.25%0.86%Q3 2016Q3 202321
Capital Investment Advisory Services, LLC 20200.01%0.05%0.08%Q4 2018Q3 202320
Kovack Advisors, Inc. 1240.03%0.76%2.53%Q1 2018Q3 202320
LADENBURG THALMANN FINANCIAL SERVICES INC. 20200.00%0.01%0.04%Q1 2015Q4 201920
ENVESTNET ASSET MANAGEMENT INC 20200.01%0.04%0.07%Q4 2018Q3 202320
Harvest Investment Services, LLC 20200.32%1.10%2.48%Q4 2018Q3 202320
Baird Financial Group, Inc. 1820.00%0.05%0.09%Q2 2016Q3 202320
American Portfolios Advisors 20200.01%0.25%0.89%Q4 2017Q3 202220
RVW Wealth, LLC 20200.07%2.18%3.49%Q1 2019Q4 202320
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
FMR LLC 1810.00%0.00%0.00%Q4 2018Q3 202319
Quad-Cities Investment Group, LLC 19190.01%0.41%0.68%Q1 2019Q3 202319
CWM, LLC 1180.01%0.03%0.07%Q4 2018Q3 202319
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1710.03%0.58%0.91%Q2 2018Q3 202318
PRUDENTIAL FINANCIAL INC 18180.00%0.00%0.01%Q2 2019Q3 202318
Good Life Advisors, LLC 1440.08%1.09%2.01%Q1 2019Q3 202318
RAYMOND JAMES TRUST N.A. 18180.02%0.06%0.13%Q2 2019Q3 202318
GOLDMAN SACHS GROUP INC 1120.00%0.00%0.00%Q2 2017Q3 202318
Prospera Financial Services Inc 1260.05%0.62%1.35%Q1 2019Q3 202318
GREAT VALLEY ADVISOR GROUP, INC. 1440.03%0.43%1.92%Q1 2019Q3 202318
IFG Advisory, LLC 17170.07%0.30%1.01%Q3 2019Q3 202317
FLAGSHIP HARBOR ADVISORS, LLC 1160.00%0.14%0.41%Q2 2018Q3 202317
Claro Advisors LLC 1410.09%0.40%0.72%Q4 2018Q3 202317
FIFTH THIRD SECURITIES, INC. 1160.13%3.33%6.00%Q2 2019Q3 202317
PARK NATIONAL CORP /OH/ 17170.01%0.34%0.65%Q4 2019Q4 202317
FIFTH THIRD BANCORP 810.00%0.00%0.00%Q4 2017Q1 202317
DFPG INVESTMENTS, LLC 17170.05%0.23%0.51%Q4 2018Q4 202217
Cetera Investment Advisers 17170.03%0.35%0.71%Q3 2019Q3 202317
Castle Rock Wealth Management, LLC 1430.13%1.09%3.26%Q2 2019Q3 202317
Rockefeller Capital Management L.P. 16160.01%0.03%0.04%Q4 2019Q3 202316
Private Advisory Group LLC 410.08%0.38%0.71%Q4 2016Q3 202316
Equitable Holdings, Inc. 16160.08%0.30%0.62%Q4 2019Q3 202316
B. Riley Wealth Management, Inc. 16160.00%0.26%0.84%Q3 2018Q2 202216
First Allied Advisory Services, Inc. 16160.04%0.32%0.62%Q4 2016Q3 202016
NEXT Financial Group, Inc 1410.01%0.14%0.27%Q3 2017Q4 202116
TRUIST FINANCIAL CORP 16160.01%0.04%0.06%Q4 2019Q3 202316
Wealthcare Advisory Partners LLC 1150.00%0.06%0.12%Q1 2019Q3 202316
Wagner Wealth Management, LLC 1240.00%0.63%1.87%Q4 2017Q3 202316
WEALTH ADVISORS, INC. 16160.86%1.17%1.48%Q4 2019Q3 202316
AE Wealth Management LLC 16160.01%0.06%0.14%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.21%0.40%0.76%Q4 2019Q3 202316
Cedar Brook Financial Partners, LLC 16160.10%0.46%0.76%Q4 2019Q3 202316
Realta Investment Advisors 1330.00%0.11%0.18%Q2 2019Q3 202316
NewEdge Advisors, LLC 1030.01%0.20%0.68%Q2 2017Q3 202316
Aptus Capital Advisors, LLC 1060.00%0.21%0.53%Q3 2019Q3 202316
BENJAMIN EDWARDS INC 15150.03%0.06%0.14%Q1 2020Q3 202315
THRIVENT FINANCIAL FOR LUTHERANS 1230.00%0.01%0.05%Q4 2019Q3 202315
Westside Investment Management, Inc. 15150.00%0.02%0.08%Q1 2020Q3 202315
HighTower Advisors, LLC 15150.01%0.02%0.03%Q1 2020Q3 202315
BLAIR WILLIAM & CO/IL 15150.00%0.03%0.06%Q1 2020Q3 202315
Titus Wealth Management 15150.55%0.79%1.14%Q4 2018Q2 202215
J.P. Morgan Private Wealth Advisors LLC 15150.01%0.07%0.16%Q1 2020Q3 202315
THOROUGHBRED FINANCIAL SERVICES, LLC 15150.07%0.52%1.02%Q1 2020Q3 202315
Winslow, Evans & Crocker, Inc. 15150.01%0.02%0.07%Q2 2017Q4 202015
Cornerstone Wealth Management, LLC 1110.01%0.47%0.76%Q2 2018Q3 202315
AVANTAX ADVISORY SERVICES, INC. 1140.01%0.10%0.18%Q4 2019Q3 202315
Citadel Advisors 310.00%0.00%0.00%Q3 2015Q3 202315
OSAIC HOLDINGS, INC. 15150.06%0.25%0.42%Q1 2020Q3 202315
Archer Investment Corp 960.01%0.09%0.17%Q4 2019Q3 202315
SPRENG CAPITAL MANAGEMENT, INC. 15150.41%0.75%1.14%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.03%0.06%Q2 2016Q4 201915
EPG Wealth Management LLC 15150.27%0.48%0.66%Q1 2020Q3 202315
MGO ONE SEVEN LLC 910.06%0.30%0.91%Q4 2017Q3 202315
Financial Partners Group, Inc 14140.08%4.04%7.16%Q2 2020Q3 202314
MARINER INDEPENDENT ADVISOR NETWORK, LLC 640.04%0.30%0.72%Q2 2017Q3 202214
Bogart Wealth, LLC 1040.00%0.00%0.03%Q4 2018Q3 202314
Cranbrook Wealth Management, LLC 14140.02%0.02%0.02%Q2 2020Q3 202314
Csenge Advisory Group 14140.04%1.87%3.30%Q2 2020Q3 202314
Old Port Advisors 1310.13%0.14%0.16%Q1 2020Q3 202314
Clearstead Advisors, LLC 14140.00%0.01%0.01%Q2 2020Q3 202314
Prism Advisors, Inc. 13130.24%0.29%0.40%Q3 2020Q3 202313
Ausdal Financial Partners, Inc. 1210.01%0.29%0.42%Q4 2015Q3 202313
GPS Wealth Strategies Group, LLC 13130.11%0.54%1.32%Q3 2020Q3 202313
LexAurum Advisors, LLC 540.20%0.95%1.73%Q4 2017Q3 202113
Almanack Investment Partners, LLC. 610.02%0.09%0.21%Q3 2018Q1 202213
CENTAURUS FINANCIAL, INC. 1110.00%0.06%0.28%Q2 2018Q3 202313
OneDigital Investment Advisors LLC 1210.02%0.07%0.12%Q4 2018Q3 202313
BAROMETER CAPITAL MANAGEMENT INC. 710.05%0.21%0.39%Q1 2017Q3 202313
STRATEGY ASSET MANAGERS LLC 610.05%0.06%0.06%Q4 2019Q3 202313
Snowden Capital Advisors LLC 820.00%0.15%0.25%Q2 2019Q3 202313
Newbridge Financial Services Group, Inc. 13130.01%0.08%0.36%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.16%0.61%1.11%Q3 2020Q3 202313
Integrated Wealth Concepts LLC 1210.01%0.23%0.41%Q1 2019Q3 202313
CIBC WORLD MARKET INC. 1030.00%0.00%0.00%Q1 2018Q3 202313
J.W. COLE ADVISORS, INC. 820.08%0.21%0.88%Q1 2020Q3 202313
Claraphi Advisory Network, LLC 610.08%0.26%0.67%Q4 2017Q4 202213
Jaffetilchin Investment Partners, LLC 13130.05%0.72%1.17%Q3 2020Q3 202313
LINCOLN NATIONAL CORP 1210.01%0.06%0.10%Q2 2020Q3 202313
MAI Capital Management 12120.01%0.01%0.01%Q4 2020Q3 202312
WealthPLAN Partners, LLC 840.02%0.04%0.05%Q1 2018Q4 202312
LEVEL FOUR ADVISORY SERVICES, LLC 810.02%0.11%0.40%Q2 2020Q3 202312
Main Street Financial Solutions, LLC 12120.17%0.25%0.36%Q4 2020Q3 202312
Sovereign Financial Group, Inc. 12120.94%1.21%1.68%Q4 2020Q3 202312
Total Clarity Wealth Management, Inc. 12120.26%1.29%3.17%Q4 2020Q3 202312
STEPHENS INC /AR/ 12120.01%0.04%0.05%Q4 2020Q3 202312
MTM Investment Management, LLC 12120.46%0.84%1.02%Q4 2020Q3 202312
KESTRA PRIVATE WEALTH SERVICES, LLC 12120.02%0.40%0.70%Q4 2020Q3 202312
Ten Capital Wealth Advisors, LLC 12120.12%5.41%9.37%Q3 2020Q2 202312
Qube Research & Technologies Ltd 410.00%0.01%0.05%Q4 2019Q3 202312
Atria Investments, Inc 1010.02%0.09%0.23%Q2 2019Q3 202312
PFG Advisors 12120.04%0.62%0.97%Q4 2020Q3 202312
Key FInancial Inc 12120.01%0.01%0.02%Q4 2020Q3 202312
Purus Wealth Management, LLC 12121.63%2.05%2.41%Q4 2020Q3 202312
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 12120.05%0.66%1.03%Q4 2020Q3 202312
Mutual Advisors, LLC 12120.02%0.11%0.18%Q4 2020Q3 202312
Crumly & Associates Inc. 12120.96%2.96%4.00%Q4 2020Q3 202312
Simplicity Solutions, LLC 710.01%0.03%0.06%Q2 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.01%0.02%0.05%Q4 2020Q3 202312
Accel Wealth Management 12120.05%0.80%1.09%Q4 2020Q3 202312
SIGNATUREFD, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
PSI Advisors, LLC 11110.20%1.25%2.43%Q1 2021Q3 202311
Spire Wealth Management 11110.08%0.13%0.19%Q1 2021Q3 202311
US FINANCIAL ADVISORS, LLC 11110.93%2.64%3.41%Q1 2021Q3 202311
BOURGEON CAPITAL MANAGEMENT LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Western Wealth Management, LLC 810.47%2.12%3.09%Q4 2019Q3 202311
Strategic Blueprint, LLC 1010.04%0.19%0.29%Q3 2019Q3 202311
HBW ADVISORY SERVICES LLC 11110.09%0.26%0.44%Q1 2021Q3 202311
Concorde Asset Management, LLC 11110.14%1.91%5.95%Q1 2021Q3 202311
BANK HAPOALIM BM 11110.05%0.13%0.18%Q2 2017Q4 201911
Golden State Wealth Management, LLC 710.14%0.22%0.33%Q1 2019Q1 202211
Founders Financial Alliance, LLC 11110.05%0.10%0.13%Q1 2021Q3 202311
FOUNDERS FINANCIAL SECURITIES LLC 11110.08%0.19%0.34%Q1 2021Q3 202311
Lineweaver Wealth Advisors, LLC 11110.90%0.96%1.04%Q1 2021Q3 202311
Parkside Financial Bank & Trust 11110.03%0.03%0.04%Q1 2021Q3 202311
COMERICA SECURITIES,INC. 11110.16%0.37%0.44%Q1 2021Q3 202311
Clear Creek Financial Management, LLC 910.04%0.17%0.32%Q3 2019Q3 202311
Braun-Bostich & Associates Inc. 11112.20%2.99%6.67%Q4 2020Q2 202311
Clarus Wealth Advisors 740.01%0.28%0.47%Q2 2018Q2 202311
B. Riley Wealth Advisors, Inc. 11110.02%0.05%0.08%Q1 2021Q3 202311
Ascension Capital Advisors, Inc. 11115.74%14.45%19.78%Q1 2021Q3 202311
Altus Wealth Group LLC 1010.01%0.37%0.44%Q4 2020Q3 202311
WEDBUSH SECURITIES INC 11110.02%0.08%0.12%Q1 2021Q3 202311
Bank of New York Mellon Corp 11110.00%0.00%0.00%Q1 2021Q3 202311
Gladstone Institutional Advisory LLC 11110.05%0.32%0.80%Q1 2021Q3 202311
ASSETMARK, INC 1010.00%0.01%0.01%Q4 2020Q3 202311
MONEY CONCEPTS CAPITAL CORP 820.01%0.37%1.81%Q4 2020Q3 202310
Fortress Wealth Group, LLC 10100.42%6.93%11.84%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.46%1.33%1.99%Q1 2021Q3 202310
Pinnacle Family Advisors, LLC 10100.22%0.33%0.44%Q2 2021Q3 202310
Mayflower Financial Advisors, LLC 10100.04%0.10%0.14%Q2 2021Q3 202310
Echo Wealth Management, LLC 10100.48%6.54%13.22%Q1 2021Q2 202310
Mirae Asset Global Investments Co., Ltd. 10100.01%0.01%0.02%Q2 2021Q3 202310
Onyx Bridge Wealth Group LLC 10100.09%0.31%0.57%Q2 2021Q3 202310
Aurora Private Wealth, Inc. 10100.22%0.59%0.96%Q2 2021Q3 202310
Perennial Investment Advisors, LLC 10100.08%0.18%0.33%Q2 2021Q3 202310
Sowell Financial Services LLC 550.01%0.06%0.14%Q1 2020Q3 202310
BlackRock Inc. 910.00%0.00%0.00%Q2 2018Q3 202310
Keystone Financial Group 820.28%1.20%1.54%Q1 2021Q3 202310
Legacy Capital Wealth Partners, LLC 10103.16%6.31%7.54%Q2 2021Q3 202310
RFG Advisory, LLC 730.02%0.25%0.53%Q4 2018Q3 202310
Valmark Advisers, Inc. 10100.17%0.21%0.25%Q2 2021Q3 202310
Pinnacle Bancorp, Inc. 10100.00%0.01%0.01%Q2 2021Q3 202310
Integrated Advisors Network LLC 10100.02%0.03%0.04%Q2 2021Q3 202310
BEACON FINANCIAL GROUP 10100.64%0.93%1.17%Q2 2021Q3 202310
Capital Asset Advisory Services LLC 10100.16%0.19%0.20%Q2 2021Q3 202310
Avior Wealth Management, LLC 10100.00%0.05%0.07%Q2 2021Q3 202310
COZAD ASSET MANAGEMENT INC 10100.04%0.39%0.59%Q2 2021Q3 202310
Keebeck Wealth Management, LLC 10100.05%2.04%2.69%Q2 2021Q3 202310
Laurel Wealth Advisors, Inc. 520.08%0.44%0.77%Q3 2019Q4 202210
Flaharty Asset Management, LLC 10100.20%0.35%0.51%Q2 2021Q3 202310
Capital Analysts, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Orion Portfolio Solutions, LLC 820.00%0.05%0.13%Q1 2020Q3 202310
CREATIVE FINANCIAL DESIGNS INC /ADV 10100.01%0.21%0.35%Q2 2021Q3 202310
BB&T SECURITIES, LLC 10100.01%0.03%0.06%Q2 2017Q3 201910
WFG Advisors, LP 990.00%0.00%0.01%Q2 2015Q2 20179
1776 Wealth LLC 420.01%0.13%0.22%Q4 2019Q3 20239
HARVEST GROUP WEALTH MANAGEMENT, LLC 990.19%2.76%3.89%Q1 2021Q1 20239
Principle Wealth Partners LLC 990.03%0.31%1.04%Q3 2021Q3 20239
WESPAC Advisors, LLC 990.55%0.96%1.84%Q4 2019Q4 20219
SMITH, MOORE & CO. 990.04%0.04%0.06%Q3 2021Q3 20239
Chicago Partners Investment Group LLC 990.02%0.03%0.04%Q3 2021Q3 20239
Mattern Wealth Management LLC 990.12%2.23%5.30%Q3 2021Q3 20239
San Luis Wealth Advisors LLC 990.44%0.96%1.58%Q3 2021Q3 20239
Sandy Spring Bank 990.01%0.04%0.06%Q3 2021Q3 20239
CENTRAL TRUST Co 990.00%0.00%0.01%Q3 2021Q3 20239
HM PAYSON & CO 990.00%0.00%0.00%Q4 2020Q4 20229
U.S. Capital Wealth Advisors, LLC 990.30%0.33%0.38%Q3 2021Q3 20239
IAG Wealth Partners, LLC 540.00%0.01%0.02%Q4 2019Q3 20239
Herold Advisors, Inc. 990.38%0.51%0.59%Q3 2021Q3 20239
Dynamic Advisor Solutions LLC 720.01%0.02%0.02%Q2 2021Q3 20239
Walkner Condon Financial Advisors LLC 990.29%1.28%2.03%Q3 2021Q3 20239
UNITED CAPITAL FINANCIAL ADVISORS, LLC 630.00%0.00%0.01%Q2 2018Q4 20219
Alta Wealth Advisors LLC 990.39%3.09%3.72%Q3 2021Q3 20239
AMERICAN INTERNATIONAL GROUP, INC. 990.00%0.00%0.00%Q1 2014Q1 20169
Milestone Advisory Partners 991.98%2.78%3.62%Q4 2017Q4 20199
Beacon Financial Advisory LLC 990.20%0.87%1.39%Q3 2021Q3 20239
Tranquility Partners, LLC 990.14%0.20%0.26%Q3 2021Q3 20239
GeoWealth Management, LLC 520.02%0.31%1.53%Q4 2019Q3 20239
SYNOVUS FINANCIAL CORP 810.00%0.01%0.01%Q1 2020Q3 20239
Invst, LLC 991.10%1.28%1.47%Q3 2021Q3 20239
WealthTrust Asset Management, LLC 990.16%0.22%0.25%Q3 2021Q3 20239
CITY HOLDING CO 990.07%0.21%0.27%Q3 2021Q3 20239
Certified Advisory Corp 540.00%0.05%0.14%Q2 2019Q3 20239
Continuum Advisory, LLC 990.05%0.13%0.26%Q3 2021Q3 20239
Crewe Advisors LLC 810.01%0.02%0.02%Q1 2021Q3 20239
Walker Asset Management, LLC 990.70%0.80%0.94%Q4 2021Q4 20239
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 990.14%0.43%1.03%Q3 2021Q3 20239
AdvisorNet Financial, Inc 990.00%0.01%0.03%Q3 2021Q3 20239
American Financial Advisors, LLC 540.12%0.19%0.22%Q2 2021Q3 20239
Asset Dedication, LLC 990.01%0.02%0.02%Q3 2021Q3 20239
tru Independence LLC 990.06%0.36%0.93%Q3 2021Q3 20239
Element Wealth, LLC 990.03%0.08%0.11%Q3 2021Q3 20239
Renaissance Technologies 990.00%0.00%0.00%Q4 2020Q4 20229
WOODWARD DIVERSIFIED CAPITAL, LLC 990.19%1.17%2.68%Q3 2021Q3 20239
FLAGSTAR ADVISORS INC 990.58%0.61%0.67%Q3 2021Q3 20239
DAVENPORT & Co LLC 540.00%0.00%0.00%Q1 2019Q3 20239
Waterfront Wealth Inc. 990.15%0.21%0.28%Q3 2021Q3 20239
MERCER GLOBAL ADVISORS INC /ADV 990.00%0.04%0.12%Q3 2021Q3 20239
Virtue Capital Management, LLC 990.10%0.11%0.14%Q3 2021Q3 20239
COTTONWOOD CAPITAL ADVISORS, LLC 885.58%5.93%6.23%Q4 2021Q3 20238
Triumph Capital Management 620.85%1.30%2.37%Q2 2021Q3 20238
SHELTON WEALTH MANAGEMENT, LLC 882.65%5.07%5.74%Q4 2021Q3 20238
GDS Wealth Management 880.03%0.89%3.37%Q4 2021Q3 20238
Wolf Group Capital Advisors 881.31%1.69%2.06%Q4 2021Q3 20238
Laraway Financial Advisors Inc 880.20%0.28%0.32%Q4 2021Q3 20238
Pinnacle Wealth Management Advisory Group, LLC 880.11%0.32%0.48%Q4 2021Q3 20238
WADE G W & INC 620.01%0.02%0.02%Q2 2021Q2 20238
Advance Capital Management, Inc. 880.27%16.84%26.80%Q4 2021Q3 20238
FSB PREMIER WEALTH MANAGEMENT, INC. 880.48%1.22%2.02%Q4 2021Q3 20238
WEALTH EFFECTS LLC 880.69%0.77%0.85%Q4 2021Q3 20238
Greenwich Wealth Management LLC 880.04%0.19%0.40%Q4 2021Q3 20238
Stonebridge Financial Planning Group, LLC 420.01%0.09%0.30%Q4 2019Q3 20238
Atlas Private Wealth Advisors 710.01%0.17%0.24%Q3 2021Q3 20238
Vestmark Advisory Solutions, Inc. 880.02%0.03%0.05%Q3 2021Q2 20238
Mariner, LLC 880.00%0.04%0.08%Q4 2021Q3 20238
Betterment LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Southland Equity Partners LLC 880.11%0.14%0.19%Q4 2021Q3 20238
Kaydan Wealth Management, Inc. 880.34%0.39%0.49%Q4 2021Q3 20238
RiverTree Advisors, LLC 884.05%4.72%5.59%Q4 2020Q3 20228
Larson Financial Group LLC 880.00%0.01%0.05%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Insight Advisors, LLC/ PA 880.08%0.25%0.33%Q1 2021Q4 20228
Sweet Financial Partners, LLC 880.74%4.36%5.72%Q4 2021Q3 20238
Pitti Group Wealth Management, LLC 881.33%1.42%1.49%Q4 2021Q3 20238
Aft, Forsyth & Sober, LLC 880.01%0.02%0.02%Q1 2014Q4 20158
FORTE CAPITAL LLC /ADV 880.04%0.05%0.06%Q4 2021Q3 20238
Ameritas Investment Company, LLC 410.02%0.12%0.27%Q4 2018Q3 20218
Comprehensive Financial Consultants Institutional, Inc. 880.37%0.51%0.61%Q4 2021Q3 20238
WealthCare Investment Partners, LLC 881.11%1.68%2.08%Q4 2021Q3 20238
Stratos Wealth Advisors, LLC 710.02%0.19%0.30%Q2 2021Q3 20238
Paragon Private Wealth Management, LLC 880.51%0.60%0.67%Q4 2021Q3 20238
LifePro Asset Management 880.16%0.42%0.60%Q4 2021Q3 20238
KCM INVESTMENT ADVISORS LLC 880.02%0.02%0.02%Q2 2015Q1 20178
TBH Global Asset Management, LLC 880.82%1.62%2.23%Q4 2021Q3 20238
LVZ, Inc. 880.04%0.05%0.06%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.14%0.30%0.44%Q4 2021Q3 20238
PCG Wealth Advisors, LLC 880.52%3.80%7.97%Q4 2021Q3 20238
Ignite Planners, LLC 880.47%0.69%0.99%Q4 2021Q3 20238
PARK AVENUE SECURITIES LLC 710.00%0.01%0.01%Q2 2021Q3 20238
Keystone Wealth Services, LLC 880.15%0.23%0.30%Q4 2021Q3 20238
Quantum Private Wealth, LLC 880.10%0.13%0.15%Q4 2021Q3 20238
TD Capital Management LLC 880.00%0.12%0.16%Q4 2021Q3 20238
Key Client Fiduciary Advisors, LLC 880.97%4.04%4.86%Q4 2021Q3 20238
Private Portfolio Partners LLC 880.09%0.25%0.34%Q4 2021Q3 20238
SFG Wealth Management, LLC. 880.30%0.58%1.16%Q4 2021Q3 20238
NORTHWEST WEALTH MANAGEMENT, LLC 620.07%0.19%0.27%Q1 2017Q1 20198
Raleigh Capital Management Inc. 880.02%0.03%0.08%Q4 2021Q3 20238
Apollon Wealth Management, LLC 880.02%0.05%0.14%Q4 2021Q3 20238
Stegent Equity Advisors, Inc. 880.68%1.43%2.61%Q4 2021Q3 20238
Moloney Securities Asset Management, LLC 880.12%0.20%0.26%Q4 2021Q3 20238
Perigon Wealth Management, LLC 710.02%0.04%0.06%Q3 2011Q3 20238
HUNTINGTON NATIONAL BANK 880.00%0.00%0.00%Q4 2021Q3 20238
AFT, FORSYTH & COMPANY, INC. 440.11%0.15%0.18%Q2 2021Q3 20238
PINNACLE ASSOCIATES LTD 880.02%0.10%0.16%Q4 2021Q3 20238
Jackson Wealth Management, LLC 530.01%0.09%0.25%Q1 2021Q1 20238
DENVER WEALTH MANAGEMENT, INC. 613.53%6.12%9.62%Q1 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.00%2.25%3.32%Q4 2021Q3 20238
HBK Sorce Advisory LLC 530.01%0.03%0.06%Q3 2021Q3 20238
Merit Financial Group, LLC 880.03%0.09%0.27%Q4 2021Q3 20238
National Wealth Management Group, LLC 880.37%0.94%2.18%Q4 2021Q3 20238
Stephens Consulting, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Objective Capital Management, LLC 880.18%0.67%0.93%Q4 2021Q3 20238
BROWN ADVISORY INC 880.00%0.00%0.00%Q4 2021Q3 20238
CreativeOne Wealth, LLC 610.02%0.03%0.04%Q2 2021Q2 20237
BOKF, NA 770.00%0.00%0.01%Q1 2022Q3 20237
HOWARD FINANCIAL SERVICES, LTD. 770.14%1.16%1.84%Q1 2022Q3 20237
Gradient Investments LLC 510.00%0.00%0.00%Q2 2017Q1 20237
DHJJ Financial Advisors, Ltd. 770.11%0.13%0.14%Q1 2022Q3 20237
Red Door Wealth Management, LLC 770.07%0.10%0.14%Q1 2022Q3 20237
PARAMETRIC PORTFOLIO ASSOCIATES LLC 410.00%0.00%0.00%Q3 2018Q1 20227
Smithfield Trust Co 770.01%0.01%0.01%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.05%0.07%0.08%Q4 2021Q3 20237
OGOREK ANTHONY JOSEPH /NY/ /ADV 771.23%1.27%1.36%Q1 2022Q3 20237
COLUMBIA ADVISORY PARTNERS LLC 770.27%0.46%0.68%Q1 2022Q3 20237
Harel Insurance Investments & Financial Services Ltd. 770.04%0.05%0.06%Q1 2022Q3 20237
Biltmore Capital Advisors LLC 770.07%0.10%0.13%Q2 2020Q4 20217
FDx Advisors, Inc. 770.20%0.79%1.50%Q1 2022Q3 20237
WCG Wealth Advisors LLC 660.02%0.08%0.10%Q2 2022Q3 20237
BAKER TILLY WEALTH MANAGEMENT, LLC 770.04%0.04%0.06%Q1 2022Q3 20237
Genesee Capital Advisors, LLC 773.08%3.96%8.24%Q1 2022Q3 20237
StoneX Group Inc. 430.07%0.60%0.96%Q1 2021Q3 20237
MSI Financial Services Inc 770.00%0.00%0.01%Q2 2015Q4 20167
EWG Elevate Inc. 770.13%3.23%5.30%Q3 2021Q1 20237
Aspire Capital Advisors LLC 772.77%3.52%5.27%Q1 2022Q3 20237
Capital Square, LLC 770.14%0.20%0.24%Q4 2021Q2 20237
Sanchez Wealth Management Group 772.22%5.05%6.62%Q1 2022Q3 20237
Beacon Pointe Advisors, LLC 770.01%0.02%0.04%Q1 2022Q3 20237
AVIANCE CAPITAL MANAGEMENT, LLC 770.00%0.51%1.32%Q3 2017Q1 20197
Allworth Financial LP 770.01%0.04%0.09%Q1 2022Q3 20237
WEALTHSOURCE PARTNERS, LLC 770.17%0.21%0.24%Q1 2022Q3 20237
SILVER OAK SECURITIES, INCORPORATED 770.79%1.42%1.83%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.28%0.42%0.61%Q1 2022Q3 20237
REGATTA CAPITAL GROUP, LLC 774.45%4.86%5.44%Q1 2022Q3 20237
Arete Wealth Advisors, LLC 770.02%0.03%0.03%Q4 2021Q2 20237
Weitzel Financial Services, Inc. 772.78%3.46%3.68%Q1 2022Q3 20237
ICA Group Wealth Management, LLC 771.25%1.46%1.95%Q1 2022Q3 20237
L.M. KOHN & COMPANY 770.60%0.76%1.04%Q1 2022Q3 20237
Zullo Investment Group, Inc. 770.13%0.19%0.24%Q1 2022Q3 20237
HHM Wealth Advisors, LLC 770.00%0.00%0.00%Q4 2021Q2 20237
SFI Advisors, LLC 772.74%4.00%4.42%Q4 2021Q2 20237
Stockman Wealth Management, Inc. 770.07%0.10%0.12%Q1 2021Q3 20227
BARNES PETTEY FINANCIAL ADVISORS, LLC 771.75%2.47%3.26%Q1 2022Q3 20237
SRS Capital Advisors, Inc. 771.16%1.31%1.39%Q1 2022Q3 20237
Alliance Wealth Advisors, LLC 771.40%1.49%1.55%Q1 2022Q3 20237
New England Private Wealth Advisors LLC 770.06%0.07%0.08%Q2 2018Q4 20197
HFG Advisors, Inc. 774.12%4.40%4.93%Q1 2022Q3 20237
Sequent Asset Management, LLC 770.40%0.52%0.64%Q1 2022Q3 20237
Virtu KCG Holdings LLC 310.01%0.01%0.01%Q1 2014Q4 20167
SUTTON PLACE INVESTORS LLC 771.03%1.32%1.78%Q4 2021Q2 20237
WESPAC Advisors SoCal, LLC 770.58%0.68%0.82%Q1 2022Q3 20237
AFFINITY WEALTH MANAGEMENT LLC 613.54%4.89%5.77%Q2 2021Q3 20237
Belpointe Asset Management LLC 610.01%0.13%0.23%Q2 2021Q1 20237
V Wealth Advisors LLC 770.04%0.08%0.15%Q4 2021Q2 20237
Bickling Financial Services, Inc. 771.12%1.93%2.44%Q2 2021Q4 20227
WIN ADVISORS, INC 520.02%1.38%4.32%Q4 2021Q3 20237
Peterson Wealth Advisors, LLC 770.16%0.18%0.20%Q2 2018Q4 20197
Castleview Partners, LLC 770.18%0.26%0.33%Q1 2022Q3 20237
Crown Wealth Group, LLC 770.23%0.43%1.27%Q4 2021Q2 20237
SII INVESTMENTS INC/WI 610.02%0.28%0.44%Q3 2015Q4 20177
BELLEVUE ASSET MANAGEMENT, LLC 772.26%2.48%2.74%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Charter Oak Capital Management, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 660.13%2.44%5.45%Q4 2021Q1 20236
Covington Capital Management 660.00%0.00%0.00%Q2 2021Q3 20226
DAGCO, INC. 660.29%0.34%0.38%Q2 2022Q3 20236
CALTON & ASSOCIATES, INC. 330.05%0.10%0.19%Q3 2021Q2 20236
Apexium Financial, LP 660.13%0.17%0.18%Q2 2022Q3 20236
FLYNN ZITO CAPITAL MANAGEMENT, LLC 420.18%0.36%0.52%Q4 2021Q3 20236
SIMON QUICK ADVISORS, LLC 660.10%0.11%0.13%Q2 2022Q3 20236
HRT FINANCIAL LP 210.01%0.01%0.02%Q1 2021Q1 20236
INSPIRION WEALTH ADVISORS, LLC 660.04%0.04%0.05%Q1 2022Q2 20236
Foundations Investment Advisors, LLC 660.01%0.14%0.26%Q2 2022Q3 20236
SignalPoint Asset Management, LLC 660.35%0.55%0.75%Q1 2022Q2 20236
XML Financial, LLC 660.06%0.08%0.12%Q2 2022Q3 20236
Wellington Shields & Co., LLC 420.11%0.17%0.24%Q2 2020Q4 20216
DEUTSCHE BANK AG\ 510.00%0.00%0.00%Q4 2019Q2 20216
Kowal Investment Group, LLC 660.08%0.10%0.12%Q2 2022Q3 20236
Lloyd Advisory Services, LLC. 510.00%0.00%0.00%Q4 2019Q1 20226
ACG Wealth 420.03%0.07%0.08%Q4 2019Q3 20226
Forum Private Client Group LLC 660.16%0.19%0.22%Q1 2022Q2 20236
Lion Street Advisors, LLC 310.14%0.28%0.37%Q4 2021Q3 20236
Laidlaw Wealth Management LLC 660.05%0.10%0.15%Q1 2022Q2 20236
OneAscent Financial Services LLC 660.12%0.28%0.64%Q2 2022Q3 20236
Worth Asset Management, LLC 660.00%0.01%0.03%Q1 2022Q2 20236
Intrua Financial, LLC 660.04%0.07%0.09%Q4 2021Q1 20236
Consolidated Planning Corp 660.53%0.73%1.37%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.18%0.20%0.22%Q2 2022Q3 20236
Coston, McIsaac & Partners 660.03%0.04%0.05%Q2 2022Q3 20236
Triton Wealth Management, PLLC 660.12%0.15%0.20%Q2 2021Q3 20226
Sterling Manor Financial, LLC 660.21%3.25%8.78%Q4 2020Q1 20226
Beck Bode, LLC 661.71%1.86%1.97%Q2 2022Q3 20236
Concentrum Wealth Management 550.45%1.48%1.98%Q2 2022Q2 20235
Redhawk Wealth Advisors, Inc. 310.05%0.07%0.09%Q4 2019Q1 20225
Mach-1 Financial Group, LLC 320.09%0.25%0.77%Q2 2022Q3 20235
SeaCrest Wealth Management, LLC 550.04%0.08%0.10%Q2 2021Q2 20225
Patriot Financial Group Insurance Agency, LLC 210.00%0.02%0.04%Q1 2017Q4 20225
TOWNSQUARE CAPITAL LLC 550.00%0.10%0.27%Q1 2022Q1 20235
Ellsworth Advisors, LLC 550.19%0.23%0.28%Q3 2022Q3 20235
FLOW TRADERS U.S. LLC 320.03%0.06%0.09%Q2 2021Q4 20225
Icon Wealth Partners, LLC 410.02%0.09%0.14%Q3 2021Q1 20235
BARRETT & COMPANY, INC. 550.78%0.82%0.86%Q3 2022Q3 20235
Independent Wealth Network Inc. 550.14%0.14%0.16%Q3 2022Q3 20235
Global Assets Advisory, LLC 553.24%3.67%3.92%Q3 2022Q3 20235
Petix & Botte Co 310.08%0.18%0.21%Q1 2022Q3 20235
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
High Net Worth Advisory Group LLC 550.00%0.00%0.00%Q4 2021Q4 20225
Strategic Family Wealth Counselors, L.L.C. 550.13%0.16%0.20%Q3 2022Q3 20235
SMITH CAPITAL MANAGEMENT INC /AR/ADV 320.14%0.15%0.15%Q2 2019Q3 20205
Bartlett & Co. LLC 550.00%0.00%0.00%Q1 2022Q1 20235
EdgeRock Capital LLC 550.16%0.22%0.29%Q3 2022Q3 20235
Prime Capital Investment Advisors, LLC 210.01%0.01%0.02%Q1 2020Q3 20235
PERSONAL CFO SOLUTIONS, LLC 550.05%0.12%0.16%Q3 2022Q3 20235
Colonial River Wealth Management, LLC 550.16%0.30%0.36%Q4 2021Q4 20225
Nadler Financial Group, Inc. 550.05%0.06%0.06%Q1 2021Q1 20225
Global Trust Asset Management, LLC 410.00%0.04%0.18%Q4 2019Q3 20225
F3Logic, LLC 550.03%0.05%0.06%Q4 2021Q4 20225
Eudaimonia Partners, LLC 410.01%0.04%0.17%Q2 2020Q3 20235
Holloway Wealth Management, LLC 551.89%2.07%2.26%Q1 2021Q1 20225
PACIFIC SUN FINANCIAL CORP 410.13%0.18%0.22%Q1 2022Q2 20235
S.C. Financial Services, Inc. 550.33%0.40%0.44%Q4 2021Q4 20225
CoreCap Advisors, LLC 550.08%0.08%0.09%Q4 2021Q4 20225
WILLNER & HELLER, LLC 550.56%0.98%1.40%Q4 2021Q4 20225
Leelyn Smith, LLC 310.00%0.06%0.16%Q2 2021Q3 20235
CAPTRUST FINANCIAL ADVISORS 550.00%0.00%0.00%Q2 2021Q2 20225
Moors & Cabot, Inc. 320.01%0.02%0.03%Q3 2021Q2 20235
KENNEDY INVESTMENT GROUP 440.13%0.13%0.14%Q4 2022Q3 20234
WealthBridge Capital Management, LLC 440.09%0.26%0.41%Q2 2021Q1 20224
Valeo Financial Advisors, LLC 440.00%0.00%0.00%Q2 2020Q1 20214
Ergawealth Advisors, Inc. 444.40%5.33%6.48%Q4 2022Q3 20234
BROWN BROTHERS HARRIMAN & CO 310.00%0.00%0.00%Q3 2021Q3 20234
Asset Allocation Strategies LLC 442.91%3.33%4.38%Q4 2022Q3 20234
Gateway Wealth Partners, LLC 440.38%0.48%0.59%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.14%0.28%0.46%Q4 2022Q3 20234
PRUDENTIAL PLC 310.01%0.02%0.03%Q2 2022Q3 20234
Pensionmark Financial Group, LLC 440.13%0.14%0.14%Q4 2021Q3 20224
Coppell Advisory Solutions LLC 440.50%0.57%0.67%Q4 2022Q3 20234
Fee-Only Financial Planning, L.C. 440.21%0.22%0.23%Q4 2022Q3 20234
Goldstein Advisors, LLC 442.93%3.85%4.37%Q4 2022Q3 20234
Kapstone Financial Advisors LLC 440.38%0.43%0.48%Q4 2022Q3 20234
Mainsail Financial Group, LLC 442.81%2.90%3.09%Q4 2022Q3 20234
Owen LaRue, LLC 440.30%0.38%0.46%Q4 2022Q3 20234
Davis Investment Partners, LLC 441.67%2.07%2.53%Q4 2022Q3 20234
DAYMARK WEALTH PARTNERS, LLC 440.21%0.23%0.27%Q4 2022Q3 20234
Sound Income Strategies, LLC 210.00%0.00%0.00%Q1 2021Q3 20234
Hudock, Inc. 440.07%0.08%0.09%Q1 2022Q4 20224
Creative Planning 210.00%0.00%0.00%Q2 2017Q1 20234
Whitaker-Myers Wealth Managers, LTD. 440.68%0.80%0.99%Q4 2022Q3 20234
TWO SIGMA SECURITIES, LLC 210.00%0.01%0.02%Q4 2018Q3 20234
Oder Investment Management, LLC 440.26%0.29%0.32%Q1 2022Q4 20224
Hilltop Holdings Inc. 310.03%0.16%0.27%Q3 2018Q3 20234
Xcel Wealth Management, LLC 440.07%0.08%0.09%Q4 2022Q3 20234
IAMS WEALTH MANAGEMENT, LLC 440.96%1.03%1.06%Q4 2022Q3 20234
OneAscent Wealth Management LLC 310.20%0.32%0.39%Q1 2022Q3 20234
SAXON INTERESTS, INC. 441.21%2.09%2.99%Q4 2021Q3 20224
Per Stirling Capital Management, LLC. 441.43%1.53%1.70%Q4 2022Q3 20234
Pacifica Partners Inc. 440.00%0.01%0.01%Q3 2021Q2 20224
AJ Advisors, LLC 444.26%4.43%4.77%Q4 2022Q3 20234
Family Capital Management, Inc. 440.60%0.85%1.10%Q4 2022Q3 20234
VitalStone Financial, LLC 440.04%1.68%6.55%Q4 2022Q3 20234
LEVEL FOUR FINANCIAL, LLC 440.22%0.28%0.42%Q4 2020Q3 20214
Axiom Investment Management LLC 310.01%0.33%0.49%Q2 2021Q3 20224
BREITER CAPITAL MANAGEMENT INC 441.10%1.17%1.28%Q2 2021Q1 20224
FREEDOM WEALTH ALLIANCE, LLC 440.84%1.02%1.18%Q4 2022Q3 20234
BCGM Wealth Management, LLC 440.38%0.99%2.67%Q1 2021Q4 20214
ODonnell Financial Services, LLC 440.48%12.04%17.56%Q3 2021Q2 20224
INSIGNEO ADVISORY SERVICES, LLC 440.19%0.24%0.26%Q4 2022Q3 20234
Anfield Capital Management, LLC 310.09%0.10%0.11%Q4 2021Q4 20224
IBEX WEALTH ADVISORS 330.02%0.03%0.04%Q3 2021Q1 20223
Avidian Wealth Solutions, LLC 330.22%0.33%0.39%Q1 2023Q3 20233
Advisor Resource Council 330.03%0.04%0.06%Q4 2021Q2 20223
ARS Wealth Advisors Group, LLC 330.23%0.48%0.74%Q2 2022Q4 20223
Allen Capital Group, LLC 330.07%0.08%0.08%Q1 2022Q3 20223
SEAVIEW INVESTMENT MANAGERS LLC 331.03%1.11%1.22%Q4 2021Q2 20223
OPTIMUM INVESTMENT ADVISORS 210.00%0.00%0.01%Q1 2020Q1 20223
QCI ASSET MANAGEMENT INC/NY 330.00%0.00%0.00%Q3 2019Q1 20203
Bullseye Investment Management, LLC 211.50%2.48%3.96%Q4 2021Q1 20233
PRW Wealth Management LLC 331.63%1.97%2.21%Q3 2021Q1 20223
AXXCESS WEALTH MANAGEMENT, LLC 210.09%1.02%1.52%Q4 2021Q3 20233
Pinnacle Private Wealth, LLC 330.12%0.13%0.14%Q4 2021Q2 20223
Empowered Funds, LLC 330.14%0.14%0.14%Q3 2021Q1 20223
TrueWealth Advisors, LLC 330.12%0.13%0.14%Q3 2021Q1 20223
MEEDER ASSET MANAGEMENT INC 330.00%0.00%0.00%Q3 2021Q1 20223
WealthShield Partners, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.02%0.04%0.07%Q3 2022Q3 20233
ABLE Financial Group, LLC 337.62%8.05%8.34%Q1 2023Q3 20233
OLD MISSION CAPITAL LLC 210.02%0.02%0.04%Q2 2020Q4 20223
Consolidated Portfolio Review Corp 331.09%1.10%1.11%Q1 2023Q3 20233
Magnus Financial Group LLC 330.04%0.14%0.19%Q1 2022Q3 20223
Prosperity Financial Group, Inc. 330.29%0.31%0.32%Q4 2022Q2 20233
Pine Valley Investments Ltd Liability Co 330.78%0.95%1.21%Q1 2023Q3 20233
Waterloo Capital, L.P. 330.16%0.34%0.44%Q1 2023Q3 20233
Bedel Financial Consulting, Inc. 210.02%0.02%0.02%Q4 2018Q1 20223
Advisory Alpha, LLC 330.20%0.42%0.56%Q1 2023Q3 20233
CALDWELL SUTTER CAPITAL, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
Solano Wealth Management, Inc. 339.69%9.85%10.15%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Secure Asset Management, LLC 332.27%2.96%3.63%Q4 2021Q2 20223
FundX Investment Group, LLC 335.07%7.01%10.39%Q2 2021Q4 20213
PCA Investment Advisory Services Inc. 331.56%1.70%1.78%Q1 2023Q3 20233
L & S Advisors Inc 330.08%0.11%0.13%Q1 2023Q3 20233
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 330.03%0.07%0.11%Q1 2021Q3 20213
GODSEY & GIBB, INC 330.01%0.01%0.01%Q1 2023Q3 20233
B. Riley Financial, Inc. 330.46%0.52%0.56%Q4 2017Q2 20183
HARBOR INVESTMENT ADVISORY, LLC 210.00%0.00%0.00%Q1 2020Q3 20233
Sunbelt Securities, Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
NewEdge Wealth, LLC 330.01%0.06%0.09%Q1 2023Q3 20233
Gallagher Fiduciary Advisors, LLC 330.02%0.02%0.03%Q1 2023Q3 20233
Waverly Advisors, LLC 210.01%0.16%0.25%Q4 2022Q3 20233
Investors Financial Group, LLC 330.52%0.70%0.80%Q2 2021Q4 20213
Kingsbury Capital Investment Advisors LLC 333.90%4.06%4.20%Q1 2022Q3 20223
CHOREO, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Root Financial Partners, LLC 330.71%0.83%0.97%Q1 2023Q3 20233
Commonwealth Equity Services, Inc 220.00%0.00%0.00%Q2 2017Q3 20172
MONECO Advisors, LLC 220.09%0.09%0.09%Q3 2022Q4 20222
Burt Wealth Advisors 220.01%0.01%0.01%Q3 2020Q4 20202
BKA Wealth Consulting, Inc. 225.75%6.01%6.26%Q1 2022Q2 20222
Accurate Wealth Management, LLC 110.01%0.08%0.15%Q4 2022Q2 20232
M Holdings Securities, Inc. 110.03%0.03%0.04%Q1 2021Q1 20222
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 222.19%2.39%2.59%Q1 2022Q2 20222
Icon Wealth Advisors, LLC 220.13%0.14%0.15%Q3 2022Q4 20222
Hamilton Wealth, LLC 220.15%0.16%0.16%Q3 2022Q4 20222
PURSUE WEALTH PARTNERS LLC 220.26%0.30%0.34%Q2 2022Q3 20222
Tradition Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Blue Trust, Inc. 110.00%0.00%0.00%Q1 2023Q3 20232
UBS AG 110.00%0.00%0.00%Q1 2014Q3 20142
True Capital Management 220.25%0.29%0.32%Q4 2022Q1 20232
Brown Advisory Securities, LLC 220.11%0.13%0.16%Q4 2021Q1 20222
DCM Advisors, LLC 220.06%0.07%0.08%Q2 2021Q3 20212
Mezzasalma Advisors, LLC 220.13%0.13%0.14%Q4 2021Q1 20222
UBS ASSET MANAGEMENT AMERICAS INC 220.00%0.00%0.00%Q1 2023Q2 20232
Y-Intercept (Hong Kong) Ltd 220.06%0.13%0.20%Q4 2021Q1 20222
Savior LLC 220.00%0.00%0.01%Q4 2021Q1 20222
BARCLAYS PLC 220.00%0.00%0.00%Q1 2021Q2 20212
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Bleakley Financial Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Cardan Capital Partners, LLC 220.04%0.04%0.04%Q2 2021Q3 20212
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Brendel Financial Advisors LLC 220.48%0.56%0.65%Q4 2021Q1 20222
TRANSCEND CAPITAL ADVISORS, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
MBA Advisors LLC 220.13%0.43%0.72%Q4 2021Q1 20222
Coppell Advisory Solutions Corp. 220.50%0.58%0.67%Q4 2022Q1 20232
Semmax Financial Advisors Inc. 220.00%0.01%0.02%Q4 2018Q1 20192
Elevated Capital Advisors, LLC 220.33%0.71%1.08%Q2 2023Q3 20232
ShoreHaven Wealth Partners, LLC 220.03%0.05%0.07%Q4 2020Q1 20212
Bison Wealth, LLC 220.12%0.12%0.12%Q2 2023Q3 20232
VISTA CAPITAL PARTNERS, INC. 220.04%0.04%0.04%Q1 2023Q2 20232
Blue Sky Asset Management, LLC 111.56%3.03%4.49%Q4 2019Q2 20202
EverSource Wealth Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Parallel Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
SteelPeak Wealth, LLC 220.10%0.10%0.10%Q2 2023Q3 20232
New Republic Capital, LLC 220.08%0.08%0.08%Q1 2023Q2 20232
LYNCH & ASSOCIATES/IN 220.06%0.06%0.07%Q3 2023Q4 20232
Financial Futures Ltd Liability Co. 224.01%4.29%4.56%Q4 2021Q1 20222
SG Americas Securities, LLC 110.01%0.01%0.01%Q2 2018Q4 20222
NATIONAL PLANNING CORP 220.10%0.11%0.13%Q2 2017Q3 20172
Gallacher Capital Management LLC 220.14%0.21%0.28%Q4 2022Q1 20232
Prosperity Wealth Management, Inc. 220.29%0.34%0.40%Q4 2022Q1 20232
Beaumont Financial Partners, LLC 220.69%0.88%1.07%Q4 2021Q1 20222
Trexquant Investment LP 110.01%0.02%0.04%Q1 2020Q2 20222
CAROLINAS WEALTH CONSULTING LLC 220.15%0.16%0.16%Q1 2020Q2 20202
PANORAMIC INVESTMENT ADVISORS, LLC 110.72%0.78%0.83%Q4 2022Q3 20232
Cresset Asset Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Burleson & Company, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
Next Level Private LLC 220.69%1.12%1.54%Q2 2023Q3 20232
TFC Financial Management, Inc. 110.00%0.01%0.01%Q2 2021Q3 20222
BDO Wealth Advisors, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
One Capital Management, LLC 220.02%0.57%1.12%Q1 2022Q2 20222
Catalyst Wealth Management, LLC 222.07%2.20%2.32%Q4 2022Q1 20232
TFB Advisors LLC 220.80%1.22%1.64%Q2 2023Q3 20232
Naviter Wealth, LLC 221.72%1.80%1.89%Q2 2023Q3 20232
Ergoteles LLC 220.05%0.06%0.06%Q1 2022Q2 20222
FSC Wealth Advisors, LLC 220.58%0.62%0.66%Q4 2021Q1 20222
TruWealth Advisors, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Ford Financial Group, LLC 110.01%0.02%0.02%Q2 2021Q4 20212
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q2 2021Q3 20232
Tidal Investments LLC 220.03%0.03%0.03%Q1 2022Q2 20222
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q3 2022Q1 20232
Presidio Capital Management, LLC 2216.22%17.10%17.97%Q4 2021Q1 20222
Strategic Asset Management, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Arlington Partners LLC 110.00%0.03%0.06%Q2 2022Q4 20222
SMITH SHELLNUT WILSON LLC /ADV 220.01%0.01%0.01%Q2 2021Q3 20212
Mascoma Wealth Management LLC 220.00%0.61%1.22%Q2 2018Q3 20182
Ahrens Investment Partners LLC 220.16%0.16%0.17%Q4 2022Q1 20232
BANK OF MONTREAL /CAN/ 220.00%0.00%0.00%Q3 2022Q4 20222
Sanctuary Wealth Management, L.L.C. 110.03%0.03%0.03%Q2 2023Q2 20231
Wealth Advisory Solutions, LLC 110.09%0.09%0.09%Q1 2022Q1 20221
VERUS CAPITAL PARTNERS, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
First Command Financial Services, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Transamerica Financial Advisors, Inc. 110.01%0.01%0.01%Q2 2015Q2 20151
Cherry Tree Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
MANCHESTER FINANCIAL INC 110.00%0.00%0.00%Q1 2021Q1 20211
Hibernia Wealth Partners, LLC 110.42%0.42%0.42%Q3 2023Q3 20231
Warwick Investment Management, Inc. 110.18%0.18%0.18%Q3 2022Q3 20221
Carroll Financial Associates, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
Financial Services Advisory Inc 110.71%0.71%0.71%Q3 2023Q3 20231
HAZLETT, BURT & WATSON, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Winthrop Advisory Group LLC 110.14%0.14%0.14%Q3 2020Q3 20201
Cypress Capital Group 110.03%0.03%0.03%Q1 2022Q1 20221
PFG Investments, LLC 110.07%0.07%0.07%Q1 2023Q1 20231
Capital Wealth Alliance, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Venturi Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Gallagher Benefit Services, Inc. 110.06%0.06%0.06%Q4 2022Q4 20221
STANSBERRY ASSET MANAGEMENT, LLC 110.16%0.16%0.16%Q2 2022Q2 20221
Castle Financial & Retirement Planning Associates, Inc. 116.47%6.47%6.47%Q4 2021Q4 20211
BB&T INVESTMENT SERVICES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q3 2023Q3 20231
Ruggie Capital Group 110.07%0.07%0.07%Q1 2017Q1 20171
Portfolio Strategies, Inc. 113.54%3.54%3.54%Q4 2019Q4 20191
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
ARGI Investment Services, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Regal Wealth Group, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
True Link Financial Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Lebenthal Global Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Baystate Wealth Management LLC 110.00%0.00%0.00%Q4 2020Q4 20201
SouthState Corp 110.00%0.00%0.00%Q4 2022Q4 20221
Wealth Quarterback LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Northwest Bank & Trust Co 110.05%0.05%0.05%Q2 2023Q2 20231
Freedman Financial Associates, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
GSG Advisors LLC 112.30%2.30%2.30%Q3 2023Q3 20231
Measured Wealth Private Client Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
OKABENA INVESTMENT SERVICES INC 110.06%0.06%0.06%Q2 2023Q2 20231
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Alpha Cubed Investments, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Atlas Wealth LLC 110.07%0.07%0.07%Q4 2022Q4 20221
LIBERTY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Sonora Investment Management, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Pointe Capital Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Miracle Mile Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
N.E.W. Advisory Services LLC 110.36%0.36%0.36%Q3 2023Q3 20231
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
BESSEMER GROUP INC 110.00%0.00%0.00%Q1 2022Q1 20221
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
IFC Holdings Incorporated/FL 110.02%0.02%0.02%Q4 2017Q4 20171
PROVENCE WEALTH MANAGEMENT GROUP 110.24%0.24%0.24%Q4 2021Q4 20211
First Command Bank 110.01%0.01%0.01%Q1 2018Q1 20181
TRUST CO OF VERMONT 110.00%0.00%0.00%Q1 2020Q1 20201
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
MONTAG A & ASSOCIATES INC 110.00%0.00%0.00%Q1 2021Q1 20211
MACROVIEW INVESTMENT MANAGEMENT LLC 110.01%0.01%0.01%Q2 2022Q2 20221
TimeScale Financial, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 110.02%0.02%0.02%Q4 2019Q4 20191
NBC SECURITIES, INC. 110.41%0.41%0.41%Q3 2023Q3 20231
Salomon & Ludwin, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
LOWE BROCKENBROUGH & CO INC 110.02%0.02%0.02%Q4 2021Q4 20211
Ancora Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Retireful, LLC 110.99%0.99%0.99%Q2 2023Q2 20231
Johanson Financial Advisors, Inc. 110.19%0.19%0.19%Q4 2021Q4 20211
EUDAIMONIA ADVISORS LLC 110.51%0.51%0.51%Q3 2023Q3 20231
Rise Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
WEST PACES ADVISORS INC. 110.01%0.01%0.01%Q4 2022Q4 20221
MRA Advisory Group 110.49%0.49%0.49%Q4 2020Q4 20201
Penserra Capital Management LLC 110.13%0.13%0.13%Q4 2019Q4 20191
Synergy Asset Management, LLC 112.99%2.99%2.99%Q4 2020Q4 20201
AlphaMark Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Capital Advisors, Ltd. LLC 110.02%0.02%0.02%Q2 2019Q2 20191
ProVise Management Group, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Spectrum Management Group, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
GSA CAPITAL PARTNERS LLP 110.06%0.06%0.06%Q1 2023Q1 20231
HOEY INVESTMENTS, INC 110.00%0.00%0.00%Q2 2022Q2 20221
KRAFT ASSET MANAGEMENT, LLC 110.39%0.39%0.39%Q3 2023Q3 20231
Lowe Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
EQUITABLE TRUST CO 110.02%0.02%0.02%Q3 2023Q3 20231
Avestar Capital, LLC 110.16%0.16%0.16%Q2 2021Q2 20211
Kraft, Davis & Associates, LLC 110.23%0.23%0.23%Q2 2023Q2 20231
MCF Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Strategic Investment Solutions, Inc. /IL 110.00%0.00%0.00%Q3 2023Q3 20231
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 110.38%0.38%0.38%Q3 2023Q3 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Focused Wealth Management, Inc 110.00%0.00%0.00%Q3 2022Q3 20221
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Industrial Alliance Investment Management Inc. 110.06%0.06%0.06%Q3 2023Q3 20231
Highland Private Wealth Management 110.54%0.54%0.54%Q1 2018Q1 20181
KINGSWOOD WEALTH ADVISORS, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
GABLES CAPITAL MANAGEMENT INC. 110.01%0.01%0.01%Q3 2023Q3 20231
American Trust 110.23%0.23%0.23%Q1 2023Q1 20231
Clean Yield Group 110.01%0.01%0.01%Q4 2019Q4 20191
Live Oak Investment Partners 110.04%0.04%0.04%Q2 2023Q2 20231
USCA RIA LLC 110.52%0.52%0.52%Q2 2021Q2 20211
Envestnet Portfolio Solutions, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
COMERICA BANK 110.03%0.03%0.03%Q3 2023Q3 20231
MBE Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Zions Bancorporation, N.A. 110.05%0.05%0.05%Q2 2022Q2 20221
Independent Advisor Alliance 110.06%0.06%0.06%Q4 2019Q4 20191
Riverview Trust Co 110.00%0.00%0.00%Q1 2023Q1 20231
Atomi Financial Group, Inc. 110.19%0.19%0.19%Q3 2023Q3 20231
Financial Advisors Network, Inc. 110.06%0.06%0.06%Q3 2021Q3 20211
Willingdon Wealth Management 110.00%0.00%0.00%Q2 2019Q2 20191
Interchange Capital Partners, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Fulcrum Equity Management 110.47%0.47%0.47%Q4 2019Q4 20191
NewSquare Capital LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Spotlight Asset Group, Inc. 110.25%0.25%0.25%Q2 2020Q2 20201
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Covenant Multifamily Offices, LLC 110.10%0.10%0.10%Q3 2015Q3 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.