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 2010.00%0.00%0.01%Q3 2014Q3 202343
WELLS FARGO & COMPANY/MN 38380.00%0.05%0.13%Q2 2014Q3 202340
STIFEL FINANCIAL CORP 39390.02%0.07%0.28%Q1 2014Q3 202339
BENJAMIN F. EDWARDS & COMPANY, INC. 39390.04%0.30%0.91%Q1 2014Q3 202339
MORGAN STANLEY 39390.01%0.08%0.25%Q1 2014Q3 202339
LPL Financial LLC 39390.00%0.23%1.09%Q1 2014Q3 202339
RAYMOND JAMES & ASSOCIATES 39390.01%0.08%0.22%Q1 2014Q3 202339
BANK OF AMERICA CORP /DE/ 39390.00%0.01%0.04%Q1 2014Q3 202339
ROYAL BANK OF CANADA 39390.01%0.02%0.04%Q1 2014Q3 202339
JPMORGAN CHASE & CO 38380.00%0.00%0.01%Q2 2014Q3 202338
Private Advisor Group, LLC 38380.00%0.23%0.55%Q2 2014Q3 202338
First Heartland Consultants, Inc. 38380.11%0.83%2.47%Q2 2014Q3 202338
Cetera Advisors LLC 38380.02%0.19%0.62%Q2 2014Q3 202338
Prospera Financial Services Inc 20180.68%9.35%20.60%Q1 2014Q3 202338
ATWOOD & PALMER INC 38380.04%0.67%1.44%Q2 2014Q3 202338
Raymond James Financial Services Advisors, Inc. 37370.02%0.28%1.35%Q3 2014Q3 202337
PRIVATE TRUST CO NA 3520.02%0.11%0.24%Q2 2014Q3 202337
Cutter & CO Brokerage, Inc. 3430.04%0.21%0.50%Q2 2014Q3 202337
D.A. DAVIDSON & CO. 37370.01%0.21%0.32%Q3 2014Q3 202337
CITIGROUP INC 37370.00%0.01%0.02%Q3 2014Q3 202337
Cetera Advisor Networks LLC 37370.02%0.97%2.83%Q3 2014Q3 202337
OPPENHEIMER & CO INC 37370.01%0.05%0.13%Q3 2014Q3 202337
UBS Group AG 36360.02%0.04%0.16%Q4 2014Q3 202336
DAVENPORT & Co LLC 36360.00%0.03%0.24%Q4 2014Q3 202336
Stratos Wealth Partners, LTD. 36360.12%0.67%4.34%Q4 2014Q3 202336
WEDBUSH SECURITIES INC 36360.02%0.17%0.37%Q4 2014Q3 202336
B. Riley Wealth Advisors, Inc. 36360.01%0.11%0.24%Q4 2014Q3 202336
Sigma Planning Corp 36360.04%0.21%0.85%Q4 2014Q3 202336
US BANCORP \DE\ 36360.00%0.00%0.00%Q4 2014Q3 202336
Regal Investment Advisors LLC 2310.02%0.48%0.72%Q2 2014Q3 202335
Moors & Cabot, Inc. 35350.02%0.23%0.43%Q2 2014Q4 202235
PNC FINANCIAL SERVICES GROUP, INC. 35350.00%0.00%0.00%Q1 2015Q3 202335
SNS Financial Group, LLC 34340.12%0.69%1.68%Q2 2015Q3 202334
Janney Montgomery Scott LLC 2260.02%0.11%0.19%Q4 2014Q3 202334
Koshinski Asset Management, Inc. 18160.07%0.35%0.82%Q4 2014Q3 202334
Cambridge Investment Research Advisors, Inc. 3310.06%0.35%0.79%Q3 2014Q3 202334
ENVESTNET ASSET MANAGEMENT INC 34340.00%0.01%0.03%Q2 2015Q3 202334
Baird Financial Group, Inc. 34340.01%0.03%0.10%Q2 2015Q3 202334
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 34340.04%0.14%0.44%Q2 2015Q3 202334
Financial Architects, Inc 2940.04%0.08%0.33%Q1 2015Q2 202333
UNITED CAPITAL FINANCIAL ADVISORS, LLC 33330.00%0.01%0.03%Q4 2014Q4 202233
Cetera Investment Advisers 32320.03%0.19%0.45%Q4 2015Q3 202332
Advisory Services Network, LLC 2720.00%0.04%0.28%Q2 2015Q3 202332
Formidable Asset Management, LLC 1710.07%0.27%0.65%Q4 2014Q3 202332
IFP Advisors, Inc 17140.08%0.23%0.61%Q4 2015Q3 202331
Sunbelt Securities, Inc. 2830.01%0.31%1.09%Q2 2015Q3 202331
Geneos Wealth Management Inc. 31310.13%0.26%0.47%Q1 2016Q3 202331
Anchor Investment Management, LLC 31310.00%0.00%0.00%Q2 2016Q4 202331
Creative Planning 2910.00%0.00%0.01%Q1 2015Q3 202331
MinichMacGregor Wealth Management, LLC 1440.03%0.34%3.61%Q4 2015Q3 202330
Capital Asset Advisory Services LLC 1430.03%0.41%1.13%Q4 2015Q3 202330
Strid Group, LLC 2640.20%8.91%18.24%Q1 2016Q3 202330
MARINER INDEPENDENT ADVISOR NETWORK, LLC 2240.08%0.18%0.42%Q4 2014Q3 202230
Snowden Capital Advisors LLC 2280.07%0.21%1.04%Q1 2016Q3 202330
WINTRUST INVESTMENTS LLC 30300.04%0.19%0.45%Q2 2016Q3 202330
BOKF, NA 2190.01%0.02%0.02%Q1 2016Q3 202330
Aspen Investment Management Inc 2130.11%0.36%1.88%Q4 2014Q2 202329
NEXT Financial Group, Inc 1410.01%0.10%0.59%Q2 2014Q4 202128
HCR Wealth Advisors 28280.07%0.19%0.40%Q4 2016Q3 202328
AlphaMark Advisors, LLC 28280.01%0.07%0.30%Q4 2016Q3 202328
Global Retirement Partners, LLC 2070.00%0.01%0.07%Q4 2016Q3 202327
SMITH, MOORE & CO. 2610.17%0.22%0.26%Q4 2015Q3 202327
CREATIVE FINANCIAL DESIGNS INC /ADV 1890.00%0.21%0.42%Q4 2016Q3 202327
BLAIR WILLIAM & CO/IL 2340.00%0.00%0.00%Q1 2015Q3 202327
First Allied Advisory Services, Inc. 27270.02%0.23%0.60%Q1 2014Q3 202027
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1710.00%0.00%0.00%Q1 2015Q3 202327
MML INVESTORS SERVICES, LLC 26260.02%0.22%0.59%Q2 2017Q3 202326
HUNTINGTON NATIONAL BANK 2010.00%0.00%0.00%Q2 2016Q3 202326
Kovack Advisors, Inc. 15110.06%0.31%0.89%Q4 2014Q2 202326
Carroll Financial Associates, Inc. 26260.00%0.02%0.06%Q3 2015Q4 202126
Steward Partners Investment Advisory, LLC 26260.03%0.13%0.21%Q2 2017Q3 202326
Allworth Financial LP 2210.00%0.07%0.95%Q4 2015Q3 202325
Acorn Wealth Advisors, LLC 24240.18%0.35%0.47%Q4 2017Q3 202324
StoneX Group Inc. 1920.07%0.26%0.76%Q3 2016Q3 202324
CAPTRUST FINANCIAL ADVISORS 1010.00%0.00%0.01%Q3 2015Q2 202224
CITY HOLDING CO 24240.03%0.04%0.04%Q4 2017Q3 202324
Ballew Advisors, Inc 24240.65%0.80%1.23%Q4 2017Q3 202324
FIFTH THIRD BANCORP 1010.00%0.00%0.00%Q1 2015Q3 202324
IHT Wealth Management, LLC 1530.01%0.06%0.39%Q4 2016Q3 202324
Financial Advocates Investment Management 24240.04%0.11%0.22%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.12%0.18%0.34%Q4 2017Q3 202324
LADENBURG THALMANN FINANCIAL SERVICES INC. 24240.01%0.08%0.23%Q1 2014Q4 201924
Mutual Advisors, LLC 24240.08%0.19%0.40%Q4 2017Q3 202324
Capital Investment Advisory Services, LLC 23230.06%0.15%0.37%Q1 2018Q3 202323
MGO ONE SEVEN LLC 2120.24%1.14%2.10%Q4 2017Q3 202323
NewEdge Advisors, LLC 1910.01%0.09%0.44%Q2 2016Q3 202323
Bank of New York Mellon Corp 1810.00%0.00%0.00%Q1 2017Q2 202323
Quad-Cities Investment Group, LLC 23230.64%0.87%1.34%Q1 2018Q3 202323
HighTower Advisors, LLC 1610.00%0.01%0.02%Q4 2014Q3 202322
LEVEL FOUR ADVISORY SERVICES, LLC 1930.03%0.20%0.66%Q4 2016Q3 202322
RAYMOND JAMES TRUST N.A. 22220.04%0.05%0.06%Q2 2018Q3 202322
Citadel Advisors 710.00%0.00%0.01%Q1 2015Q3 202322
BB&T SECURITIES, LLC 2110.01%0.15%0.36%Q1 2014Q3 201922
Keystone Financial Group 2020.09%0.35%0.71%Q1 2018Q3 202322
Belpointe Asset Management LLC 2020.02%0.06%0.20%Q3 2017Q2 202322
Private Advisory Group LLC 910.04%0.29%0.92%Q4 2016Q3 202321
AMERIPRISE FINANCIAL INC 1610.00%0.01%0.02%Q1 2014Q3 202321
AE Wealth Management LLC 1810.00%0.01%0.08%Q4 2017Q3 202321
JANE STREET GROUP, LLC 910.00%0.01%0.08%Q1 2014Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
BANK OF MONTREAL /CAN/ 710.00%0.00%0.00%Q1 2015Q3 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.03%0.06%0.15%Q3 2018Q3 202321
HL FINANCIAL SERVICES LLC 21210.02%0.09%0.24%Q1 2014Q1 201921
STEPHENS INC /AR/ 21210.02%0.08%0.20%Q3 2018Q3 202321
American Portfolios Advisors 20200.12%0.41%1.03%Q4 2017Q3 202220
Pensionmark Financial Group, LLC 20200.11%0.16%0.21%Q4 2018Q3 202320
Tower Research Capital LLC (TRC) 1010.00%0.00%0.00%Q1 2014Q3 202320
Sargent Investment Group, LLC 20200.11%0.28%0.67%Q4 2018Q3 202320
Claro Advisors LLC 20200.96%2.21%3.92%Q4 2018Q3 202320
CWM, LLC 1010.00%0.08%0.10%Q2 2017Q3 202320
OneDigital Investment Advisors LLC 20200.05%0.16%0.40%Q4 2018Q3 202320
TOMPKINS FINANCIAL CORP 20200.00%1.43%4.13%Q1 2015Q4 201920
Concentrum Wealth Management 20201.42%3.83%5.62%Q4 2018Q3 202320
Cedar Brook Financial Partners, LLC 20200.20%0.43%1.24%Q4 2018Q3 202320
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.22%1.83%4.55%Q4 2014Q3 201920
Ausdal Financial Partners, Inc. 1810.10%0.22%0.62%Q4 2015Q3 202319
Western Wealth Management, LLC 1180.07%0.35%2.55%Q4 2018Q3 202319
SIGNATUREFD, LLC 840.00%0.00%0.00%Q2 2018Q2 202319
Winslow, Evans & Crocker, Inc. 19190.00%0.16%0.46%Q2 2014Q4 201819
Aptus Capital Advisors, LLC 19190.00%0.02%0.10%Q1 2019Q3 202319
SRS Capital Advisors, Inc. 1020.05%0.08%0.18%Q3 2018Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
LifePlan Financial Group, Inc 19190.04%0.14%0.19%Q1 2016Q3 202019
Titus Wealth Management 19190.51%0.83%1.76%Q4 2017Q2 202219
Good Life Advisors, LLC 1350.10%0.59%1.06%Q4 2016Q3 202318
THOROUGHBRED FINANCIAL SERVICES, LLC 1710.05%0.13%0.33%Q1 2019Q3 202318
Ancora Advisors LLC 1610.00%0.02%0.16%Q4 2016Q3 202318
Laurel Wealth Advisors LLC 18180.01%0.01%0.01%Q2 2019Q3 202318
Clear Creek Financial Management, LLC 1250.13%0.54%1.91%Q2 2019Q3 202317
GOLDMAN SACHS GROUP INC 1310.00%0.00%0.02%Q3 2015Q3 202317
WealthShield Partners, LLC 1220.01%0.16%0.92%Q4 2017Q3 202317
Wealthspire Advisors, L.P. 17170.02%0.04%0.06%Q4 2015Q4 201917
Tarbox Family Office, Inc. 17170.07%0.09%0.15%Q1 2018Q1 202217
IFG Advisory, LLC 17170.07%0.20%0.49%Q3 2019Q3 202317
RPg Family Wealth Advisory, LLC 17170.26%0.35%0.43%Q4 2015Q4 201917
Gradient Investments LLC 1420.00%0.00%0.00%Q4 2016Q3 202316
360 Financial, Inc. 16160.20%0.26%0.35%Q4 2019Q3 202316
Integrated Wealth Concepts LLC 1060.04%0.13%0.20%Q4 2017Q3 202316
IFC Holdings Incorporated/FL 16160.05%0.55%1.03%Q1 2014Q4 201716
Cedar Mountain Advisors, LLC 16160.02%0.02%0.02%Q4 2019Q3 202316
QP WEALTH MANAGEMENT, LLC 16160.54%2.58%5.31%Q4 2019Q3 202316
SUNTRUST BANKS INC 16160.00%0.01%0.04%Q4 2015Q3 201916
Aspire Private Capital, LLC 920.00%0.00%0.00%Q4 2018Q3 202316
AVIANCE CAPITAL MANAGEMENT, LLC 1510.16%0.24%0.48%Q1 2015Q1 201916
O'Dell Group, LLC 1240.09%0.18%0.37%Q1 2019Q3 202316
CX Institutional 1510.00%0.37%0.78%Q2 2018Q2 202216
Secure Asset Management, LLC 16162.74%4.09%6.40%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.02%0.04%0.07%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.27%0.52%1.11%Q4 2019Q3 202316
Wagner Wealth Management, LLC 1240.02%0.12%0.20%Q4 2017Q3 202316
TRUIST FINANCIAL CORP 16160.01%0.02%0.02%Q4 2019Q3 202316
Valmark Advisers, Inc. 1240.01%0.03%0.08%Q1 2018Q3 202316
AVANTAX ADVISORY SERVICES, INC. 16160.01%0.01%0.04%Q4 2019Q3 202316
Advisor Group, Inc. 15150.24%0.37%0.64%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.10%0.12%0.15%Q1 2020Q3 202315
AFFINITY WEALTH MANAGEMENT LLC 1320.34%1.07%1.83%Q3 2019Q3 202315
ARQ WEALTH ADVISORS, LLC 15150.20%0.24%0.29%Q1 2020Q3 202315
LINCOLN NATIONAL CORP 1410.01%0.01%0.02%Q4 2019Q3 202315
Commonwealth Equity Services, Inc 15150.01%0.13%0.35%Q1 2014Q3 201715
Atria Investments, Inc 1020.01%0.04%0.13%Q4 2014Q1 202315
NATIONAL PLANNING CORP 14140.03%0.32%0.75%Q2 2014Q3 201714
Capital Analysts, LLC 1310.00%0.00%0.01%Q1 2018Q2 202214
Rockefeller Capital Management L.P. 14140.00%0.03%0.07%Q2 2020Q3 202314
Royal Fund Management, LLC 14140.00%0.00%0.00%Q4 2016Q1 202014
Concert Wealth Management Inc. 14140.04%0.18%0.42%Q1 2014Q2 201714
Kistler-Tiffany Companies, LLC 1210.01%0.01%0.01%Q4 2015Q1 202014
Argent Trust Co 710.02%0.11%0.36%Q1 2015Q3 202314
FDx Advisors, Inc. 1110.01%0.03%0.06%Q1 2016Q4 202114
Valeo Financial Advisors, LLC 14140.00%0.00%0.02%Q4 2017Q1 202114
Realta Investment Advisors 540.04%0.05%0.06%Q1 2019Q3 202314
STRATEGY ASSET MANAGERS LLC 610.05%0.06%0.07%Q4 2019Q3 202313
FLAGSHIP HARBOR ADVISORS, LLC 1110.00%0.03%0.12%Q4 2016Q1 202113
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.08%0.12%0.25%Q3 2020Q3 202313
Fortis Advisors, LLC 13130.01%0.14%0.40%Q4 2016Q4 201913
Founders Financial Alliance, LLC 13130.06%0.12%0.15%Q3 2020Q3 202313
Key FInancial Inc 1210.00%0.01%0.01%Q1 2020Q3 202313
PINNACLE FINANCIAL PARTNERS INC 910.00%0.00%0.00%Q1 2018Q4 202113
IBEX WEALTH ADVISORS 510.20%0.59%1.65%Q3 2016Q4 202213
B. Riley Wealth Management, Inc. 760.00%0.37%0.85%Q2 2014Q2 202213
WealthPLAN Partners, LLC 710.00%0.11%0.24%Q1 2015Q2 202313
Professional Financial Advisors, LLC 1210.08%0.44%1.55%Q4 2019Q1 202313
WFG Advisors, LP 13130.00%0.61%1.28%Q2 2014Q2 201713
Lee Financial Co 13130.00%0.00%0.01%Q1 2019Q1 202213
WEBSTER BANK, N. A. 13130.03%0.03%0.04%Q4 2016Q4 201913
Kestra Advisory Services, LLC 13130.03%0.06%0.09%Q3 2020Q3 202313
MTM Investment Management, LLC 12120.03%0.08%0.28%Q4 2020Q3 202312
Global Financial Private Capital, Inc 12120.00%0.01%0.03%Q3 2017Q2 202012
Clearwater Capital Advisors, LLC 12120.05%0.21%0.62%Q2 2016Q1 201912
DB Wealth Management Group, LLC 12122.70%4.37%6.95%Q4 2020Q3 202312
Accel Wealth Management 12120.60%0.93%1.33%Q4 2020Q3 202312
TCG Advisory Services, LLC 12120.03%0.11%0.19%Q4 2020Q3 202312
Beacon Pointe Advisors, LLC 12120.01%0.02%0.05%Q4 2020Q3 202312
Veritable, L.P. 750.01%0.01%0.02%Q3 2016Q1 202112
Meridian Wealth Management, LLC 12120.17%0.37%0.51%Q4 2020Q3 202312
Beacon Financial Advisory LLC 12120.30%0.45%0.56%Q4 2019Q3 202212
Fusion Capital, LLC 750.12%1.22%2.88%Q3 2020Q3 202312
Tradition Wealth Management, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
Ameritas Investment Company, LLC 12120.02%0.11%0.21%Q4 2018Q3 202112
Signature Wealth Management Partners, LLC 12120.31%0.37%0.46%Q4 2020Q3 202312
INVESTMENT CENTERS OF AMERICA INC 12120.02%0.18%0.41%Q4 2014Q3 201712
SII INVESTMENTS INC/WI 12120.02%0.08%0.13%Q1 2015Q4 201712
DHJJ Financial Advisors, Ltd. 12120.30%0.33%0.36%Q4 2020Q3 202312
J.W. COLE ADVISORS, INC. 810.02%0.03%0.04%Q4 2019Q3 202312
Waterfront Wealth Inc. 12120.39%0.49%0.65%Q4 2020Q3 202312
Golden State Wealth Management, LLC 710.43%0.57%0.81%Q1 2019Q1 202211
Clearstead Advisors, LLC 11110.01%0.01%0.01%Q1 2021Q3 202311
MSI Financial Services Inc 11110.02%0.80%1.99%Q2 2014Q4 201611
PRUDENTIAL FINANCIAL INC 920.00%0.00%0.00%Q2 2018Q3 202311
Sowell Financial Services LLC 710.00%0.06%0.22%Q4 2016Q4 202211
Spire Wealth Management 11110.02%0.07%0.14%Q1 2021Q3 202311
Qube Research & Technologies Ltd 910.00%0.00%0.01%Q1 2020Q3 202311
FIFTH THIRD SECURITIES, INC. 420.07%0.24%0.36%Q2 2018Q3 202311
OPTIMUM INVESTMENT ADVISORS 11110.01%0.01%0.01%Q1 2018Q3 202011
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1010.00%0.00%0.00%Q3 2015Q3 201811
Parallel Advisors, LLC 620.00%0.00%0.01%Q1 2017Q3 202310
Claraphi Advisory Network, LLC 10100.03%0.15%0.21%Q4 2017Q1 202010
Capital Bank & Trust Co 10100.00%0.00%0.00%Q4 2017Q1 202010
Hefty Wealth Partners 10100.55%0.67%0.78%Q4 2015Q1 201810
Swan Global Investments, LLC 10100.01%0.01%0.01%Q3 2015Q4 201710
Joseph P. Lucia & Associates, LLC 640.01%0.03%0.09%Q1 2019Q3 202110
Kowal Investment Group, LLC 640.06%0.07%0.10%Q4 2020Q3 202310
Virtu KCG Holdings LLC 820.01%0.03%0.05%Q1 2014Q2 201710
HARBOUR INVESTMENTS, INC. 640.06%0.10%0.18%Q1 2021Q3 202310
Atlas Private Wealth Advisors 640.02%0.12%0.30%Q2 2020Q3 202310
HM PAYSON & CO 10100.00%0.00%0.00%Q2 2019Q3 202110
TWO SIGMA SECURITIES, LLC 310.00%0.05%0.14%Q2 2016Q3 202310
Cornerstone Wealth Management, LLC 10100.03%0.10%0.15%Q2 2018Q3 202010
Rehmann Capital Advisory Group 520.01%0.05%0.08%Q1 2015Q2 201910
GPS Wealth Strategies Group, LLC 730.00%0.00%0.01%Q1 2021Q3 202310
LIBERTY WEALTH MANAGEMENT LLC 10100.02%0.03%0.03%Q4 2018Q1 202110
Pacifica Partners Inc. 10100.03%0.04%0.04%Q3 2021Q4 202310
J Arnold Wealth Management Co 10100.00%0.00%0.02%Q4 2020Q1 202310
Simply Money Advisors 10101.88%2.74%4.87%Q4 2015Q1 201810
Insight Advisors, LLC/ PA 10100.20%0.33%0.41%Q2 2021Q3 202310
Alpha Omega Wealth Management LLC 10100.01%0.01%0.01%Q1 2017Q2 201910
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 640.02%0.02%0.03%Q4 2018Q3 202110
GREAT LAKES ADVISORS, LLC 990.01%0.02%0.03%Q4 2014Q4 20169
CENTAURUS FINANCIAL, INC. 540.04%0.32%0.69%Q4 2017Q3 20239
SEI INVESTMENTS CO 990.00%0.00%0.00%Q2 2016Q2 20189
LexAurum Advisors, LLC 990.49%3.67%5.83%Q4 2017Q4 20199
Virtu Financial LLC 310.03%0.10%0.28%Q1 2016Q4 20199
Jaffetilchin Investment Partners, LLC 630.10%2.40%5.24%Q3 2014Q4 20199
Sage Mountain Advisors LLC 990.10%0.13%0.19%Q3 2021Q3 20239
Simplicity Solutions, LLC 310.02%0.27%1.04%Q2 2015Q3 20239
DEUTSCHE BANK AG\ 420.00%0.00%0.00%Q2 2014Q2 20219
Genesee Capital Advisors, LLC 990.21%0.71%1.00%Q4 2018Q4 20209
Bickling Financial Services, Inc. 992.20%2.65%3.10%Q4 2020Q4 20229
Wealthcare Advisory Partners LLC 410.00%0.01%0.04%Q2 2019Q3 20239
Bay Harbor Wealth Management, LLC 990.00%0.01%0.04%Q4 2018Q4 20209
AMERICAN INTERNATIONAL GROUP, INC. 990.00%0.07%0.12%Q1 2014Q1 20169
BARNES PETTEY FINANCIAL ADVISORS, LLC 880.26%0.63%0.88%Q4 2021Q3 20238
Apollon Wealth Management, LLC 880.24%0.29%0.32%Q4 2021Q3 20238
HFG Advisors, Inc. 886.84%7.57%8.16%Q4 2021Q3 20238
TRUST CO OF VERMONT 620.00%0.00%0.01%Q2 2015Q1 20208
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 440.03%0.25%0.66%Q4 2015Q3 20238
Renaissance Technologies 410.00%0.00%0.00%Q4 2020Q3 20238
Wills Financial Group, Inc. 880.26%0.34%0.41%Q1 2015Q4 20168
GUARDIAN WEALTH ADVISORS, LLC / NC 880.04%0.05%0.08%Q4 2021Q3 20238
Private Capital Group, LLC 880.00%0.00%0.00%Q4 2017Q3 20198
McKinley Carter Wealth Services, Inc. 710.01%2.07%3.01%Q1 2015Q1 20188
SMITH HAYES Advisers, Inc 880.06%0.83%1.28%Q2 2014Q1 20168
CALTON & ASSOCIATES, INC. 880.08%0.13%0.15%Q4 2017Q3 20198
BENJAMIN EDWARDS INC 880.01%0.01%0.01%Q4 2021Q3 20238
WMG Financial Advisors, LLC 880.19%0.20%0.22%Q4 2021Q3 20238
EUDAIMONIA ADVISORS LLC 880.34%0.38%0.42%Q4 2021Q3 20238
Operose Advisors LLC 880.01%0.02%0.03%Q4 2021Q3 20238
Sweet Financial Partners, LLC 880.06%0.10%0.23%Q4 2021Q3 20238
VSR Financial Services, Inc. 880.06%0.52%1.28%Q3 2014Q2 20168
Endowment Wealth Management, Inc. 881.68%1.86%2.03%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.04%0.07%0.13%Q4 2021Q3 20238
ATLAS CAPITAL ADVISORS LLC 530.00%0.00%0.00%Q2 2019Q2 20218
Kaydan Wealth Management, Inc. 880.15%0.16%0.19%Q4 2021Q3 20238
UNIONVIEW, LLC 880.82%2.18%3.46%Q4 2021Q3 20238
CREDIT SUISSE AG/ 710.00%0.00%0.01%Q2 2014Q2 20168
COTTONWOOD CAPITAL ADVISORS, LLC 882.32%2.49%2.64%Q4 2021Q3 20238
WealthTrust Asset Management, LLC 440.16%0.19%0.22%Q2 2021Q3 20238
Raleigh Capital Management Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
L.M. KOHN & COMPANY 770.16%0.20%0.23%Q1 2022Q3 20237
Center for Financial Planning, Inc. 770.00%0.00%0.00%Q4 2019Q2 20217
J.P. Morgan Private Wealth Advisors LLC 770.00%0.00%0.01%Q1 2022Q3 20237
RDA Financial Network 770.16%0.21%0.27%Q1 2019Q3 20207
SCOTIA CAPITAL INC. 770.01%0.01%0.01%Q1 2015Q3 20167
SYNOVUS FINANCIAL CORP 610.00%0.01%0.01%Q1 2020Q3 20237
Madrona Financial Services, LLC 774.10%5.62%8.73%Q1 2022Q3 20237
PSI Advisors, LLC 520.00%0.00%0.00%Q3 2021Q2 20237
TRUSTCORE FINANCIAL SERVICES, LLC 770.00%0.00%0.01%Q2 2021Q4 20227
MONEY CONCEPTS CAPITAL CORP 520.00%0.05%0.17%Q4 2020Q4 20227
Crewe Advisors LLC 770.01%0.02%0.04%Q4 2017Q2 20197
Capital Advisory Group Advisory Services, LLC 610.01%0.01%0.02%Q2 2018Q1 20207
SeaCrest Wealth Management, LLC 610.01%0.01%0.02%Q4 2017Q2 20227
DUNCKER STREETT & CO INC 770.01%0.01%0.01%Q4 2015Q2 20177
Tyler-Stone Wealth Management 520.06%0.10%0.12%Q4 2021Q3 20237
WealthTrust Fairport, LLC 770.06%0.09%0.15%Q2 2015Q4 20167
SPC Financial, Inc. 770.05%0.21%0.34%Q1 2022Q3 20237
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 770.05%0.05%0.06%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.01%0.02%0.03%Q1 2022Q3 20237
BESSEMER GROUP INC 510.00%0.00%0.00%Q2 2016Q2 20226
Clarus Wealth Advisors 660.18%0.26%0.35%Q4 2017Q1 20196
Brinker Capital Investments, LLC 220.00%0.00%0.00%Q3 2014Q2 20186
CIBC WORLD MARKET INC. 510.00%0.00%0.00%Q3 2015Q1 20186
Bellwether Investment Group, LLC 510.54%2.59%6.79%Q2 2016Q4 20176
Sullivan, Bruyette, Speros & Blaney, LLC 420.01%0.02%0.05%Q3 2019Q1 20216
INVESTMENT PARTNERS, LTD. 660.68%1.01%1.18%Q4 2014Q1 20166
Squar Milner Financial Services LLC 420.01%0.02%0.02%Q3 2018Q1 20206
FLAGSTAR ADVISORS INC 310.07%0.09%0.12%Q3 2021Q3 20236
RFG Advisory, LLC 660.07%0.16%0.22%Q2 2022Q3 20236
UBS ASSET MANAGEMENT AMERICAS INC 660.00%0.00%0.00%Q2 2017Q3 20186
Truepoint, Inc. 660.02%0.04%0.07%Q2 2017Q3 20186
Mariner, LLC 510.00%0.01%0.02%Q3 2016Q3 20236
Hoxton Financial, Inc. 660.00%0.21%0.37%Q4 2014Q1 20166
NORTHSTAR WEALTH PARTNERS LLC 660.14%0.20%0.25%Q1 2017Q2 20186
Visionary Wealth Advisors 660.07%0.08%0.09%Q2 2022Q3 20236
Main Street Financial Solutions, LLC 660.07%0.42%0.83%Q2 2022Q3 20236
Riggs Asset Managment Co. Inc. 660.00%2.12%5.62%Q3 2014Q4 20156
NORTHWEST WEALTH MANAGEMENT, LLC 660.14%0.16%0.16%Q1 2018Q2 20196
NewSquare Capital LLC 660.01%0.01%0.01%Q3 2017Q4 20186
Plante Moran Financial Advisors, LLC 410.00%0.00%0.01%Q2 2016Q3 20236
Gladstone Institutional Advisory LLC 220.02%0.20%0.53%Q4 2018Q2 20236
Trinity Legacy Partners, LLC 550.10%8.29%15.66%Q3 2019Q3 20205
M&T BANK CORP 550.00%0.00%0.00%Q3 2022Q3 20235
COMERICA SECURITIES INC 550.06%0.25%0.50%Q2 2015Q2 20165
Krilogy Financial LLC 550.00%0.01%0.02%Q2 2016Q2 20175
WCG Wealth Advisors LLC 320.04%0.05%0.08%Q2 2022Q3 20235
Intersect Capital LLC 550.11%0.11%0.12%Q3 2017Q3 20185
CoreCap Advisors, LLC 550.10%0.10%0.10%Q4 2021Q4 20225
Investors Capital Advisory Services 550.04%0.17%0.22%Q2 2015Q2 20165
BAROMETER CAPITAL MANAGEMENT INC. 550.07%0.11%0.14%Q3 2014Q3 20155
Baker Avenue Asset Management, LP 550.06%0.42%0.67%Q4 2014Q4 20155
Jackson Wealth Management, LLC 410.32%0.42%0.75%Q2 2015Q4 20225
Patriot Financial Group Insurance Agency, LLC 320.01%0.03%0.05%Q1 2017Q1 20195
TOWNSQUARE CAPITAL LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Luken Investment Analytics, LLC 410.03%0.04%0.04%Q4 2020Q3 20235
First Horizon Advisors, Inc. 210.00%0.00%0.01%Q4 2017Q3 20235
Strategic Asset Management, LLC 550.50%0.51%0.53%Q3 2021Q3 20225
MPS Loria Financial Planners, LLC 410.01%0.01%0.01%Q2 2017Q1 20215
Transamerica Financial Advisors, Inc. 550.13%0.22%0.46%Q1 2015Q1 20165
BAIRD ROBERT W & CO INC /WI/ 550.01%0.03%0.07%Q1 2014Q1 20155
Hudock, Inc. 552.24%2.72%3.31%Q2 2022Q2 20235
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.02%0.04%Q3 2020Q3 20235
Gryphon Financial Partners LLC 310.00%0.00%0.00%Q4 2017Q2 20225
QUADRANT CAPITAL GROUP LLC 220.00%0.01%0.01%Q2 2020Q3 20234
ICA Group Wealth Management, LLC 310.02%0.03%0.04%Q1 2022Q2 20234
All Terrain Financial Advisors, LLC 440.09%0.10%0.12%Q4 2017Q3 20184
Ahrens Investment Partners LLC 310.01%0.01%0.01%Q4 2021Q1 20234
Weaver Consulting Group 440.00%0.00%0.00%Q1 2019Q4 20194
Carr Financial Group Corp 440.11%0.16%0.26%Q4 2022Q3 20234
Vestpro Financial Partners, Inc. dba CPF Texas 440.36%0.43%0.48%Q4 2017Q3 20184
Meridian Wealth Advisors, LLC 310.06%0.08%0.11%Q4 2018Q2 20214
Register Financial Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
National Wealth Management Group, LLC 441.11%1.57%2.03%Q4 2022Q3 20234
INTREPID CAPITAL MANAGEMENT INC 220.11%0.21%0.32%Q3 2022Q3 20234
Wealth Quarterback LLC 220.00%0.00%0.01%Q4 2019Q3 20214
MV CAPITAL MANAGEMENT, INC. 440.01%0.01%0.02%Q1 2015Q4 20154
Cyndeo Wealth Partners, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Global Trust Asset Management, LLC 310.00%0.28%0.42%Q1 2018Q3 20194
ACCURATE INVESTMENT SOLUTIONS, INC. 440.00%0.00%0.00%Q3 2017Q2 20184
Eudaimonia Partners, LLC 310.00%0.02%0.04%Q4 2019Q1 20214
Garden State Investment Advisory Services LLC 440.64%0.77%0.96%Q4 2022Q3 20234
MCF Advisors LLC 310.00%0.00%0.00%Q2 2017Q1 20234
Onyx Bridge Wealth Group LLC 440.13%0.38%0.78%Q4 2022Q3 20234
WEST MICHIGAN ADVISORS, LLC 440.09%0.12%0.16%Q4 2022Q3 20234
DAYMARK WEALTH PARTNERS, LLC 440.24%0.43%0.69%Q4 2022Q3 20234
CASCADE INVESTMENT GROUP, INC. 440.74%0.80%0.89%Q4 2022Q3 20234
CITIZENS FINANCIAL GROUP INC/RI 440.00%0.00%0.00%Q1 2019Q4 20194
RETIREMENT GUYS FORMULA LLC 441.29%1.64%2.04%Q4 2022Q3 20234
MARK SHEPTOFF FINANCIAL PLANNING, LLC 440.00%0.00%0.00%Q3 2016Q2 20174
Cassaday & Co Wealth Management LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Cutler Group LLC / CA 330.00%0.01%0.02%Q4 2015Q2 20164
BARCLAYS PLC 310.00%0.00%0.00%Q1 2015Q3 20214
Keel Point, LLC 440.09%0.12%0.14%Q4 2022Q3 20234
Frontier Wealth Management LLC 440.05%0.26%0.42%Q2 2015Q1 20164
SILVER OAK SECURITIES, INCORPORATED 220.06%0.07%0.08%Q1 2022Q1 20234
REGIONS FINANCIAL CORP 210.00%0.00%0.00%Q3 2016Q3 20184
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.05%0.07%0.10%Q4 2020Q1 20234
Householder Group Estate & Retirement Specialist, LLC 110.02%0.07%0.16%Q3 2022Q3 20233
Hochman Cole Investment Advisors, Inc. 330.60%0.73%0.94%Q4 2015Q2 20163
Jacobi Capital Management LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Icon Wealth Partners, LLC 110.00%0.00%0.00%Q4 2017Q1 20193
Balboa Wealth Partners 330.09%0.10%0.11%Q3 2022Q1 20233
Kavar Capital Partners, LLC 210.01%0.01%0.01%Q1 2018Q2 20193
Consolidated Planning Corp 330.56%0.61%0.67%Q1 2023Q3 20233
NORTHWEST INVESTMENT COUNSELORS, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Proficio Capital Partners LLC 330.13%0.15%0.18%Q1 2016Q3 20163
Clearview Wealth Advisors LLC 330.00%0.00%0.00%Q4 2021Q2 20223
First Command Financial Services, Inc. 210.00%0.00%0.00%Q3 2017Q4 20183
Mayflower Financial Advisors, LLC 330.03%0.04%0.04%Q4 2020Q2 20213
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
SANDERS MORRIS HARRIS LLC 330.11%0.58%1.31%Q1 2016Q3 20163
Engrave Wealth Partners LLC 330.01%0.01%0.01%Q4 2019Q2 20203
Fieldpoint Private Securities, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Oakworth Capital, Inc. 210.00%0.01%0.01%Q1 2020Q3 20233
NEW ENGLAND SECURITIES CORP /MA/ 330.07%0.20%0.27%Q2 2014Q4 20143
BDO Wealth Advisors, LLC 210.00%0.00%0.00%Q4 2020Q2 20233
Ergawealth Advisors, Inc. 330.39%0.40%0.40%Q1 2023Q3 20233
Polaris Wealth Advisory Group, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Capital Directions Investment Advisors, LLC 330.02%0.03%0.05%Q1 2017Q3 20173
Pine Valley Investments Ltd Liability Co 330.04%0.05%0.07%Q1 2023Q3 20233
VALLEY NATIONAL ADVISERS INC 330.02%0.02%0.02%Q2 2015Q4 20153
Del-Sette Capital Management, LLC 330.22%0.23%0.23%Q4 2021Q2 20223
Quaker Wealth Management, LLC 330.58%1.13%1.41%Q4 2019Q2 20203
Hayden Royal, LLC 330.28%0.36%0.48%Q2 2020Q4 20203
Blackhawk Capital Partners LLC. 330.20%0.25%0.37%Q4 2017Q2 20183
CIBC Private Wealth Group, LLC 210.00%0.00%0.00%Q2 2018Q2 20223
HT Partners LLC 334.02%4.18%4.29%Q1 2015Q3 20153
NWAM LLC 330.31%0.40%0.57%Q2 2015Q4 20153
Liberty Capital Management, Inc. 330.00%0.00%0.00%Q2 2017Q4 20173
LWM Advisory Services, LLC 330.42%0.59%0.69%Q3 2022Q1 20233
PFG Investments, LLC 330.35%0.76%1.09%Q1 2023Q3 20233
GIRARD SECURITIES, INC. 330.19%0.21%0.23%Q4 2015Q2 20163
BROWN ADVISORY INC 210.00%0.00%0.00%Q2 2018Q1 20233
Venture Visionary Partners LLC 210.01%0.03%0.04%Q4 2020Q2 20223
FAS Wealth Partners, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
HOWE & RUSLING INC 330.03%0.03%0.03%Q3 2017Q1 20183
1776 Wealth LLC 330.02%0.02%0.02%Q4 2019Q2 20203
Hirtle Callaghan & Co LLC 210.00%0.00%0.00%Q4 2017Q1 20193
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Future Financial Wealth Managment LLC 331.53%1.62%1.73%Q4 2022Q2 20233
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q1 20173
UBS AG 330.00%0.03%0.06%Q1 2014Q3 20143
Summit Financial, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
TCI Wealth Advisors, Inc. 220.00%0.00%0.00%Q4 2018Q1 20192
High Falls Advisors, Inc 117.03%7.03%7.03%Q4 2015Q2 20162
Richard W. Paul & Associates, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
SG Americas Securities, LLC 110.00%0.01%0.02%Q1 2016Q3 20162
Axim Planning & Wealth 220.00%0.00%0.00%Q2 2022Q3 20222
TCG Advisors, LP 110.03%0.14%0.26%Q2 2019Q2 20202
Glassman Wealth Services 220.03%0.03%0.03%Q1 2016Q2 20162
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC 220.09%0.09%0.10%Q3 2015Q4 20152
SECURITY NATIONAL TRUST CO 220.04%0.04%0.04%Q4 2019Q1 20202
Lunt Capital Management, Inc. 220.58%0.58%0.59%Q2 2023Q3 20232
One Capital Management, LLC 221.39%1.49%1.58%Q4 2022Q1 20232
DCM Advisors, LLC 220.01%0.01%0.01%Q2 2021Q3 20212
Oak Point Wealth Management 220.54%0.60%0.66%Q4 2017Q1 20182
Integrated Investment Consultants, LLC 220.00%0.00%0.00%Q2 2017Q3 20172
TKG Advisors, LLC 221.86%1.88%1.89%Q2 2023Q3 20232
SkyOak Wealth, LLC 221.59%1.62%1.65%Q2 2023Q3 20232
Blueprint Investment Partners LLC 220.07%0.10%0.13%Q4 2022Q1 20232
Kingsview Wealth Management, LLC 110.03%0.03%0.04%Q3 2021Q3 20232
PVG ASSET MANAGEMENT CORP 110.25%1.32%2.38%Q3 2019Q4 20222
Jefferies Group LLC 110.01%0.01%0.01%Q3 2015Q3 20152
Fisher Asset Management, LLC 110.00%0.00%0.00%Q4 2022Q2 20232
NATIXIS ADVISORS, L.P. 220.00%0.00%0.00%Q2 2023Q3 20232
Pinnacle Bancorp, Inc. 110.01%0.01%0.01%Q1 2017Q4 20182
DIVIDEND ASSETS CAPITAL, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Bison Wealth, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Bridgeworth, LLC 110.06%0.20%0.34%Q3 2017Q2 20182
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.02%0.02%0.02%Q2 2023Q3 20232
G&S Capital LLC 221.07%1.07%1.07%Q2 2023Q3 20232
MANAGED ACCOUNT ADVISORS LLC 220.01%0.02%0.02%Q1 2015Q2 20152
Advisory Alpha, LLC 220.05%0.05%0.05%Q2 2023Q3 20232
AMJ Financial Wealth Management 220.16%0.16%0.17%Q4 2022Q1 20232
Independent Advisor Alliance 110.22%0.36%0.50%Q1 2017Q4 20192
BlackRock Inc. 220.00%0.00%0.00%Q4 2018Q1 20192
Shamrock Asset Management LLC 220.68%0.69%0.69%Q3 2015Q4 20152
First Command Bank 220.00%0.00%0.00%Q3 2017Q4 20172
OLD MISSION CAPITAL LLC 220.02%0.05%0.08%Q1 2021Q2 20212
Allegis Investment Advisors, LLC 220.82%1.02%1.21%Q4 2015Q1 20162
PACIFIC FINANCIAL GROUP INC 220.59%0.67%0.75%Q3 2015Q4 20152
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
LVZ, Inc. 225.13%5.14%5.16%Q3 2015Q4 20152
WIN ADVISORS, INC 220.00%0.00%0.00%Q4 2021Q1 20222
WealthBridge Capital Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
COMERICA BANK 110.00%0.01%0.02%Q4 2015Q3 20232
Hexagon Capital Partners LLC 220.02%0.02%0.02%Q2 2022Q3 20222
TIEDEMANN ADVISORS, LLC 220.02%0.02%0.02%Q1 2017Q2 20172
Element Wealth, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
V Wealth Advisors LLC 110.04%0.06%0.07%Q2 2017Q3 20222
HRT FINANCIAL LP 110.27%1.00%1.72%Q3 2015Q2 20162
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
New Republic Capital, LLC 220.08%0.08%0.08%Q1 2023Q2 20232
Integrated Advisors Network LLC 220.01%0.01%0.01%Q2 2022Q3 20222
CALDWELL SUTTER CAPITAL, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
Creative Capital Management Investments LLC 220.05%0.05%0.06%Q2 2023Q3 20232
Certified Advisory Corp 110.01%0.02%0.03%Q4 2017Q2 20192
BROWN BROTHERS HARRIMAN & CO 220.00%0.00%0.00%Q4 2018Q1 20192
Accurate Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Waypoint Capital Advisors, LLC 110.14%0.14%0.14%Q4 2021Q4 20211
Larson Financial Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
WHITENER CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q1 2019Q1 20191
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Financial Planning & Information Services, Inc. 110.06%0.06%0.06%Q3 2022Q3 20221
Second Half Financial Partners, LLC 110.76%0.76%0.76%Q2 2023Q2 20231
Ruggie Capital Group 110.00%0.00%0.00%Q4 2018Q4 20181
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 110.01%0.01%0.01%Q1 2020Q1 20201
XR Securities LLC 110.03%0.03%0.03%Q1 2019Q1 20191
Camarda Financial Advisors, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Highland Private Wealth Management 110.75%0.75%0.75%Q1 2018Q1 20181
Clarfeld Financial Advisors, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Resurgent Financial Advisors LLC 110.02%0.02%0.02%Q4 2022Q4 20221
AHL INVESTMENT MANAGEMENT, INC. 110.02%0.02%0.02%Q4 2021Q4 20211
Total Clarity Wealth Management, Inc. 110.03%0.03%0.03%Q4 2019Q4 20191
True Capital Management 110.16%0.16%0.16%Q4 2022Q4 20221
FIRST FINANCIAL EQUITY CORPORATION 110.18%0.18%0.18%Q1 2017Q1 20171
Cerity Partners LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Joel Isaacson & Co., LLC 110.01%0.01%0.01%Q3 2015Q3 20151
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
NBC SECURITIES, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
Cooper Financial Group 110.06%0.06%0.06%Q4 2020Q4 20201
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.60%0.60%0.60%Q2 2022Q2 20221
Oder Investment Management, LLC 110.17%0.17%0.17%Q4 2020Q4 20201
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Hilltop Holdings Inc. 110.63%0.63%0.63%Q2 2015Q2 20151
Legacy Financial Advisors, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
Verition Fund Management LLC 110.04%0.04%0.04%Q1 2016Q1 20161
Virtue Capital Management, LLC 110.04%0.04%0.04%Q4 2017Q4 20171
Sutton Wealth Advisors Inc. 110.01%0.01%0.01%Q1 2016Q1 20161
YHB Investment Advisors, Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
Great Diamond Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Brendel Financial Advisors LLC 112.80%2.80%2.80%Q2 2021Q2 20211
Lavaca Capital LLC 110.03%0.03%0.03%Q1 2019Q1 20191
Legacy Financial Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
SevenBridge Financial Group, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Twin Lakes Capital Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
FIRST FOUNDATION ADVISORS 110.01%0.01%0.01%Q2 2018Q2 20181
ACG Wealth 110.10%0.10%0.10%Q2 2017Q2 20171
Good Harbor Financial, LLC 110.12%0.12%0.12%Q3 2015Q3 20151
Aurora Investment Counsel 110.14%0.14%0.14%Q2 2019Q2 20191
Leelyn Smith, LLC 110.15%0.15%0.15%Q4 2022Q4 20221
TD Capital Management LLC 110.00%0.00%0.00%Q3 2017Q3 20171
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q1 2022Q1 20221
Advisor Resource Council 110.10%0.10%0.10%Q3 2021Q3 20211
THOMPSON SIEGEL & WALMSLEY LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Redhawk Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
FEDERATED HERMES, INC. 110.00%0.00%0.00%Q3 2019Q3 20191
OLD MISSION CAPITAL, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
ForthRight Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
WealthStone, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Ten Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Trilogy Capital Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
AXXCESS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Blue Trust, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
PACES FERRY WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
PCA Investment Advisory Services Inc. 110.10%0.10%0.10%Q2 2023Q2 20231
TimeScale Financial, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
ADIRONDACK TRUST CO 110.01%0.01%0.01%Q2 2016Q2 20161
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q4 2015Q4 20151
Whitnell & Co. 110.02%0.02%0.02%Q1 2018Q1 20181
NORTHERN TRUST CORP 110.00%0.00%0.00%Q4 2019Q4 20191
Manchester Capital Management LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Chicago Partners Investment Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
SIMMONS FIRST TRUST CO NA 110.06%0.06%0.06%Q2 2015Q2 20151
Pinnacle Wealth Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
Cascadia Advisory Services, LLC 110.17%0.17%0.17%Q4 2019Q4 20191
Laurel Wealth Planning LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Ellevest, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Bank OZK 110.22%0.22%0.22%Q1 2016Q1 20161
Wealth Enhancement & Preservation of GA, LLC 114.14%4.14%4.14%Q4 2019Q4 20191
FSB PREMIER WEALTH MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Global Wealth Management Investment Advisory, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
Argentus Capital Management, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
JNBA Financial Advisors 110.01%0.01%0.01%Q3 2018Q3 20181
CEDAR CAPITAL, LLC 110.30%0.30%0.30%Q4 2015Q4 20151
Crabel Capital Management, LLC 110.09%0.09%0.09%Q1 2023Q1 20231
Braun-Bostich & Associates Inc. 112.11%2.11%2.11%Q4 2021Q4 20211
Richwood Investment Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
FLOW TRADERS U.S. LLC 110.10%0.10%0.10%Q3 2022Q3 20221
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q4 2015Q4 20151
CNB Bank 110.01%0.01%0.01%Q3 2022Q3 20221
Crosspoint Capital Strategies, LLC 110.03%0.03%0.03%Q4 2015Q4 20151
Argent Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
FormulaFolio Investments, LLC 110.06%0.06%0.06%Q1 2016Q1 20161
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Brookstone Capital Management 110.01%0.01%0.01%Q4 2021Q4 20211
PVG Asset Management 110.23%0.23%0.23%Q3 2015Q3 20151
LVW Advisors, LLC 110.43%0.43%0.43%Q1 2015Q1 20151
Boulder Wealth Advisors, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
STERNE AGEE GROUP, INC. 110.07%0.07%0.07%Q1 2015Q1 20151
Cresset Asset Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Kabarec Financial Advisors, Ltd. 110.00%0.00%0.00%Q1 2018Q1 20181
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
ARXIS SECURITIES LLC 110.61%0.61%0.61%Q4 2016Q4 20161
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Parisi Gray Wealth Management 110.02%0.02%0.02%Q1 2018Q1 20181
HBK Sorce Advisory LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Merit Financial Group, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Vise Technologies, Inc. 110.14%0.14%0.14%Q4 2022Q4 20221
Oxler Private Wealth LLC 110.03%0.03%0.03%Q3 2022Q3 20221
OLD NATIONAL BANCORP /IN/ 110.01%0.01%0.01%Q4 2015Q4 20151
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
ASSETMARK, INC 110.00%0.00%0.00%Q1 2018Q1 20181
Private Ocean, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Guardian Wealth Advisors, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
TRUE Private Wealth Advisors 110.02%0.02%0.02%Q3 2018Q3 20181
Strategic Wealth Partners, Ltd. 110.00%0.00%0.00%Q3 2019Q3 20191
WFA of San Diego, LLC 110.12%0.12%0.12%Q2 2020Q2 20201
Altus Wealth Group LLC 110.03%0.03%0.03%Q4 2020Q4 20201
PITTENGER & ANDERSON INC 110.00%0.00%0.00%Q3 2015Q3 20151
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
IAG Wealth Partners, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Capital Square, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Flaharty Asset Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
QCI ASSET MANAGEMENT INC/NY 110.01%0.01%0.01%Q3 2015Q3 20151
Mosaic Family Wealth, LLC 110.05%0.05%0.05%Q4 2015Q4 20151
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Kessler Investment Group, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
Regent Peak Wealth Advisors LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Waverly Advisors, LLC 110.01%0.01%0.01%Q2 2015Q2 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.