FIRST TR EXCH TRADED FD III shareholder history

Current and past FIRST TR EXCH TRADED FD III shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Aspen Investment Management Inc 42420.29%2.11%5.13%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.13%0.31%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.09%0.19%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.06%0.13%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.02%Q2 2013Q3 202342
STIFEL FINANCIAL CORP 39390.00%0.04%0.07%Q1 2014Q3 202339
CITIGROUP INC 3080.00%0.00%0.01%Q3 2013Q3 202338
WELLS FARGO & COMPANY/MN 38380.00%0.01%0.05%Q2 2014Q3 202338
BENJAMIN F. EDWARDS & COMPANY, INC. 38380.01%0.19%0.46%Q2 2014Q3 202338
PNC FINANCIAL SERVICES GROUP, INC. 37370.00%0.00%0.01%Q3 2014Q3 202337
FIRST TRUST ADVISORS LP 37370.00%0.01%0.04%Q3 2014Q3 202337
UBS Group AG 36360.00%0.05%0.09%Q4 2014Q3 202336
RAYMOND JAMES & ASSOCIATES 36360.01%0.04%0.06%Q4 2014Q3 202336
D.A. DAVIDSON & CO. 1930.00%0.02%0.06%Q2 2013Q3 202335
Brown Advisory Securities, LLC 3320.08%0.30%0.91%Q3 2013Q3 202235
Cetera Advisors LLC 20140.00%0.09%0.16%Q1 2015Q3 202334
B. Riley Wealth Advisors, Inc. 33330.03%0.08%0.19%Q3 2015Q3 202333
Cetera Advisor Networks LLC 33330.02%0.15%0.68%Q3 2015Q3 202333
Advisory Services Network, LLC 2760.01%0.07%0.17%Q2 2015Q3 202333
ENVESTNET ASSET MANAGEMENT INC 33330.00%0.02%0.03%Q3 2015Q3 202333
Raymond James Financial Services Advisors, Inc. 18140.02%0.17%0.30%Q3 2015Q3 202332
Cambridge Investment Research Advisors, Inc. 2610.03%0.17%0.32%Q4 2014Q3 202332
PARK NATIONAL CORP /OH/ 32320.03%1.49%3.76%Q1 2016Q4 202332
Baird Financial Group, Inc. 32320.00%0.05%0.09%Q4 2015Q3 202332
Financial Enhancement Group LLC 31310.27%0.94%1.42%Q1 2016Q3 202331
Capital Advisors, Ltd. LLC 31310.01%0.07%0.16%Q1 2016Q3 202331
WHITTIER TRUST CO 2290.00%0.00%0.02%Q4 2015Q3 202331
LVZ, Inc. 31310.12%0.49%3.19%Q1 2016Q3 202331
IFP Advisors, Inc 17140.01%0.09%0.18%Q4 2015Q3 202331
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2910.06%0.77%1.34%Q1 2016Q3 202330
Miracle Mile Advisors, LLC 1820.03%3.55%9.45%Q2 2015Q3 202330
Edmonds Duncan Registered Investment Advisors, LLC 29290.67%1.09%2.03%Q3 2016Q3 202329
OPPENHEIMER & CO INC 29290.01%0.03%0.10%Q3 2016Q3 202329
BURNS J W & CO INC/NY 28280.07%0.17%0.25%Q4 2016Q3 202328
Prospera Financial Services Inc 18100.05%0.29%0.49%Q3 2016Q3 202328
Wills Financial Group, Inc. 28282.09%3.44%4.33%Q1 2016Q4 202228
First Heartland Consultants, Inc. 2170.07%0.56%1.76%Q3 2015Q3 202328
NORTHWEST WEALTH MANAGEMENT, LLC 28280.45%1.16%2.54%Q4 2016Q3 202328
Snowden Capital Advisors LLC 1910.03%0.21%0.65%Q1 2016Q3 202328
STEPHENS INC /AR/ 28280.01%0.02%0.06%Q4 2016Q3 202328
Clearwater Capital Advisors, LLC 27270.09%1.79%3.89%Q4 2016Q2 202327
HCR Wealth Advisors 2610.42%3.64%10.95%Q4 2016Q3 202327
JANE STREET GROUP, LLC 810.00%0.01%0.06%Q1 2014Q3 202327
Patriot Financial Group Insurance Agency, LLC 2160.22%0.44%0.63%Q4 2016Q3 202327
COMERICA BANK 2610.01%0.04%0.08%Q3 2016Q3 202327
Private Advisor Group, LLC 1810.00%0.06%0.12%Q3 2016Q3 202327
Highlander Capital Management, LLC 27270.00%0.00%0.01%Q1 2017Q3 202327
Janney Montgomery Scott LLC 1820.01%0.08%0.18%Q4 2014Q3 202327
Gradient Investments LLC 2610.00%0.60%1.97%Q1 2016Q3 202327
Creative Planning 1810.00%0.00%0.00%Q2 2014Q3 202327
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 27270.00%0.06%0.21%Q1 2017Q3 202327
WINTRUST INVESTMENTS LLC 1750.18%0.45%0.69%Q3 2016Q3 202327
Plante Moran Financial Advisors, LLC 27270.01%0.02%0.06%Q1 2017Q3 202327
Cetera Investment Advisers 2410.00%0.20%0.64%Q3 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.05%0.11%Q2 2013Q4 201927
MML INVESTORS SERVICES, LLC 2420.08%0.13%0.28%Q1 2017Q3 202326
US BANCORP \DE\ 2420.00%0.00%0.01%Q3 2015Q3 202326
Chicago Partners Investment Group LLC 1880.02%0.18%0.26%Q1 2017Q3 202326
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 26260.66%2.67%5.26%Q2 2017Q3 202326
AE Wealth Management LLC 2510.00%0.05%0.43%Q4 2016Q3 202326
Steward Partners Investment Advisory, LLC 1820.02%0.08%0.28%Q4 2016Q3 202326
DAVENPORT & Co LLC 26260.01%0.02%0.04%Q2 2017Q3 202326
Csenge Advisory Group 25250.48%1.27%1.86%Q3 2017Q3 202325
UMB Bank, n.a. 25250.01%0.08%0.27%Q3 2017Q3 202325
NEXT Financial Group, Inc 1120.00%0.09%0.16%Q2 2014Q4 202125
Jacobi Capital Management LLC 25250.02%0.06%0.10%Q3 2017Q3 202325
Mirae Asset Global Investments Co., Ltd. 2140.00%0.01%0.03%Q2 2017Q3 202325
RFG Advisory, LLC 1870.01%0.29%0.64%Q1 2017Q2 202325
HL FINANCIAL SERVICES LLC 24240.01%0.03%0.06%Q2 2013Q1 201924
Transform Wealth, LLC 24240.16%0.86%1.32%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.02%0.09%0.17%Q4 2017Q3 202324
Kovack Advisors, Inc. 24240.05%0.24%0.42%Q4 2017Q3 202324
Mutual Advisors, LLC 24240.02%0.36%1.56%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.04%0.06%0.07%Q4 2017Q3 202324
WEDBUSH SECURITIES INC 24240.02%0.13%0.26%Q4 2017Q3 202324
Geneos Wealth Management Inc. 24240.00%0.06%0.12%Q1 2016Q4 202124
Cornell Pochily Investment Advisors, Inc. 24240.44%0.92%1.71%Q4 2017Q3 202324
Sigma Planning Corp 2210.02%0.13%0.23%Q1 2017Q3 202324
SUSQUEHANNA INTERNATIONAL GROUP, LLP 910.00%0.00%0.00%Q1 2014Q3 202324
CITY HOLDING CO 24240.01%0.22%0.60%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.02%0.09%0.27%Q4 2017Q3 202324
Flaharty Asset Management, LLC 2310.04%5.63%8.04%Q3 2017Q3 202324
StrategIQ Financial Group, LLC 2210.09%1.01%1.62%Q1 2017Q3 202323
Carroll Financial Associates, Inc. 23230.00%0.01%0.03%Q2 2016Q4 202123
Jaffetilchin Investment Partners, LLC 1340.06%1.42%4.30%Q2 2016Q3 202323
DEUTSCHE BANK AG\ 1760.00%0.00%0.00%Q3 2013Q1 202223
CWM, LLC 1410.00%0.11%0.18%Q3 2016Q3 202323
IHT Wealth Management, LLC 1910.00%0.21%0.50%Q4 2016Q3 202323
AllSquare Wealth Management LLC 23230.01%0.01%0.01%Q1 2018Q3 202323
COUNTRY TRUST BANK 23230.38%0.88%1.42%Q2 2018Q4 202323
Quad-Cities Investment Group, LLC 23233.70%4.69%5.69%Q1 2018Q3 202323
1834 INVESTMENT ADVISORS CO 1850.34%1.04%2.04%Q4 2017Q3 202323
AdvisorNet Financial, Inc 23230.05%0.12%0.29%Q1 2018Q3 202323
M&R CAPITAL MANAGEMENT INC 22220.03%0.08%0.11%Q3 2018Q4 202322
Citadel Advisors 910.00%0.00%0.00%Q4 2016Q3 202322
Icon Wealth Partners, LLC 1930.23%1.09%2.68%Q4 2017Q3 202322
NewEdge Advisors, LLC 1210.00%0.05%0.19%Q3 2016Q3 202322
Family Legacy, Inc. 1111.24%2.16%2.70%Q2 2017Q3 202322
BOKF, NA 1310.00%0.01%0.02%Q3 2017Q2 202322
TRUSTCORE FINANCIAL SERVICES, LLC 21210.01%0.65%2.83%Q4 2017Q4 202221
First Horizon Advisors, Inc. 1140.00%0.00%0.01%Q4 2017Q3 202321
Kingsview Wealth Management, LLC 1050.02%0.11%0.25%Q3 2017Q3 202321
Karp Capital Management Corp 1740.04%2.04%2.98%Q1 2017Q2 202221
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
TELEMUS CAPITAL, LLC 21210.06%0.08%0.19%Q1 2016Q1 202121
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.17%Q3 2018Q3 202321
Winslow, Evans & Crocker, Inc. 21210.01%0.06%0.20%Q4 2015Q4 202021
Frontier Wealth Management LLC 1110.03%0.18%0.31%Q3 2015Q2 202221
Advanced Asset Management Advisors Inc 1620.14%0.22%0.32%Q4 2017Q3 202320
Laurel Wealth Advisors, Inc. 1910.04%0.11%0.18%Q4 2015Q4 202120
Pinnacle Bancorp, Inc. 1910.03%0.07%0.11%Q1 2017Q2 202320
Hilltop Holdings Inc. 1510.02%0.17%1.27%Q1 2018Q3 202320
OLD NATIONAL BANCORP /IN/ 20200.01%0.04%0.08%Q2 2014Q1 201920
Magnus Financial Group LLC 20200.07%2.38%4.70%Q4 2018Q3 202320
RPg Family Wealth Advisory, LLC 1010.01%0.26%0.44%Q2 2018Q3 202320
UNITED CAPITAL FINANCIAL ADVISORS, LLC 20200.00%0.01%0.02%Q3 2018Q2 202320
Concentrum Wealth Management 20200.81%1.65%2.60%Q4 2018Q3 202320
First Allied Advisory Services, Inc. 1910.01%0.18%0.36%Q3 2015Q3 202020
Migdal Insurance & Financial Holdings Ltd. 610.00%0.03%0.12%Q4 2017Q3 202320
American Portfolios Advisors 20200.02%0.06%0.16%Q4 2017Q3 202220
Sound Income Strategies, LLC 20200.00%0.07%0.42%Q4 2018Q3 202320
Summit Financial Wealth Advisors, LLC 1730.06%4.65%6.92%Q2 2018Q3 202320
Global Retirement Partners, LLC 1120.00%0.03%0.06%Q1 2018Q3 202320
SSI INVESTMENT MANAGEMENT LLC 1110.11%0.35%0.67%Q2 2015Q1 202320
AGILIS PARTNERS LLC 20200.82%1.39%2.41%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.02%0.11%0.33%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 1810.00%0.25%0.77%Q4 2018Q3 202319
IFG Advisory, LLC 1720.04%0.80%6.47%Q4 2017Q3 202319
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1020.08%0.25%0.42%Q4 2015Q1 202119
Harvest Investment Services, LLC 19190.62%1.26%3.08%Q4 2018Q2 202319
Hochman Cole Investment Advisors, Inc. 1110.12%0.87%2.45%Q1 2016Q3 202119
RVW Wealth, LLC 1810.00%0.08%0.24%Q1 2019Q4 202319
LEVEL FOUR ADVISORY SERVICES, LLC 930.04%0.78%1.38%Q4 2017Q2 202319
WealthBridge Capital Management, LLC 1720.01%0.54%1.07%Q4 2018Q3 202319
Stratos Wealth Partners, LTD. 1110.03%0.17%0.38%Q2 2016Q4 202119
SPINNAKER TRUST 1270.01%0.55%1.69%Q3 2016Q3 202319
STRINGER ASSET MANAGEMENT, LLC 710.20%3.82%26.58%Q2 2015Q3 202219
HighTower Advisors, LLC 1610.01%0.14%0.25%Q2 2015Q3 202319
SRS Capital Advisors, Inc. 1022.32%3.17%4.98%Q3 2018Q3 202319
Renaissance Technologies 810.00%0.01%0.03%Q4 2017Q3 202319
Cypress Capital Group 19190.07%0.41%0.79%Q1 2019Q3 202319
Oxbow Advisors, LLC 19190.09%0.32%1.18%Q2 2018Q4 202219
Western Wealth Management, LLC 1180.07%0.44%0.78%Q4 2018Q3 202319
Gladstone Institutional Advisory LLC 19190.12%0.66%2.63%Q1 2019Q3 202319
American Financial Advisors, LLC 1350.07%0.79%2.58%Q1 2019Q3 202318
Measured Wealth Private Client Group, LLC 1710.01%2.28%4.04%Q3 2018Q3 202318
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1420.04%0.09%0.27%Q4 2017Q3 202218
Ironwood Investment Counsel, LLC 1710.06%0.86%1.52%Q4 2018Q3 202318
Good Life Advisors, LLC 1230.03%0.09%0.23%Q4 2017Q3 202318
Integrated Wealth Concepts LLC 18180.02%0.04%0.06%Q2 2019Q3 202318
SUMMIT FINANCIAL GROUP, INC. 18180.15%0.20%0.27%Q2 2019Q3 202318
LINCOLN NATIONAL CORP 18180.00%0.08%0.14%Q2 2019Q3 202318
FIFTH THIRD BANCORP 1010.00%0.00%0.00%Q2 2015Q3 202318
M Holdings Securities, Inc. 1710.06%0.21%0.74%Q2 2017Q1 202218
Wealthcare Advisory Partners LLC 1110.01%0.07%0.26%Q3 2017Q3 202318
Sound View Wealth Advisors Group, LLC 18180.03%0.08%0.16%Q2 2019Q3 202318
BEACON FINANCIAL GROUP 18182.34%3.00%3.40%Q3 2016Q4 202018
VISTA INVESTMENT MANAGEMENT 18180.27%1.13%1.58%Q2 2019Q3 202318
Belpointe Asset Management LLC 18180.03%0.07%0.12%Q2 2019Q3 202318
WENDELL DAVID ASSOCIATES INC 18180.03%0.04%0.05%Q3 2018Q4 202218
Strategic Blueprint, LLC 1020.03%0.40%2.18%Q4 2018Q3 202317
BENJAMIN EDWARDS INC 17170.00%1.61%5.27%Q2 2019Q2 202317
WealthShield Partners, LLC 810.04%0.06%0.11%Q1 2018Q3 202317
WESPAC Advisors, LLC 17170.32%2.31%4.43%Q4 2015Q4 201917
PARAMETRIC PORTFOLIO ASSOCIATES LLC 17170.00%0.00%0.00%Q1 2018Q1 202217
LAKE STREET PRIVATE WEALTH, LLC 17170.40%0.59%0.97%Q3 2019Q3 202317
Claro Advisors LLC 1610.06%0.36%0.86%Q4 2018Q3 202317
Patten Group, Inc. 1130.11%0.32%0.46%Q1 2019Q3 202317
Vivaldi Capital Management LP 17170.05%0.43%2.82%Q4 2018Q4 202217
Princeton Global Asset Management LLC 17170.01%0.02%0.04%Q1 2019Q1 202317
CAPTRUST FINANCIAL ADVISORS 1410.00%0.00%0.02%Q2 2018Q3 202317
CENTAURUS FINANCIAL, INC. 1610.01%0.03%0.06%Q2 2018Q3 202317
Archer Investment Corp 17172.23%3.36%3.92%Q3 2019Q3 202317
Investors Research Corp 17170.00%0.02%0.03%Q3 2019Q3 202317
IBEX WEALTH ADVISORS 17170.05%0.09%0.18%Q4 2018Q4 202217
MGO ONE SEVEN LLC 810.01%0.16%0.57%Q4 2017Q3 202317
Capital Investment Advisory Services, LLC 910.01%0.13%0.20%Q4 2018Q3 202317
Atlas Private Wealth Management, LLC 16161.62%2.62%3.41%Q4 2019Q3 202316
Wagner Wealth Management, LLC 1240.03%0.28%0.66%Q4 2017Q3 202316
Moors & Cabot, Inc. 16160.04%0.08%0.10%Q4 2019Q3 202316
Capital Analysts, LLC 1510.00%0.01%0.01%Q3 2019Q3 202316
Clear Creek Financial Management, LLC 1150.03%0.35%1.22%Q2 2019Q2 202316
TRUIST FINANCIAL CORP 16160.03%0.06%0.09%Q4 2019Q3 202316
Atria Investments, Inc 1330.02%0.08%0.24%Q2 2019Q3 202316
QCI ASSET MANAGEMENT INC/NY 16160.02%0.44%1.71%Q4 2017Q3 202116
1776 Wealth LLC 16160.12%0.31%0.79%Q4 2019Q3 202316
Rockefeller Capital Management L.P. 16160.00%0.06%0.12%Q4 2019Q3 202316
Stonebridge Financial Planning Group, LLC 16160.44%1.15%1.73%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.07%0.10%0.16%Q4 2019Q3 202316
PSI Advisors, LLC 16160.01%0.62%1.17%Q4 2019Q3 202316
OneDigital Investment Advisors LLC 1420.00%0.09%0.20%Q1 2019Q3 202316
GILL CAPITAL PARTNERS, LLC 16160.42%1.65%2.39%Q1 2020Q4 202316
FIRST HAWAIIAN BANK 1410.02%0.07%0.16%Q3 2018Q3 202316
Shamrock Asset Management LLC 16160.02%0.63%1.58%Q4 2015Q3 201916
QP WEALTH MANAGEMENT, LLC 16161.21%2.04%2.69%Q4 2019Q3 202316
SteelPeak Wealth, LLC 16160.02%0.07%0.16%Q4 2019Q3 202316
BANK OF MONTREAL /CAN/ 1220.00%0.00%0.01%Q4 2017Q3 202316
MATRIX PRIVATE CAPITAL GROUP LLC 16160.27%0.40%0.67%Q4 2019Q3 202316
PARK AVENUE SECURITIES LLC 1420.02%0.04%0.07%Q3 2019Q3 202316
Commonwealth Equity Services, Inc 16160.00%0.02%0.05%Q4 2013Q3 201716
Iowa State Bank 16160.13%0.16%0.18%Q2 2016Q1 202016
BELLEVUE ASSET MANAGEMENT, LLC 16160.03%0.07%0.13%Q4 2019Q3 202316
Americana Partners, LLC 16160.02%0.92%2.25%Q4 2019Q3 202316
Private Portfolio Partners LLC 15150.08%0.18%0.31%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.07%0.10%0.14%Q1 2020Q3 202315
Retirement Group, LLC 1410.41%1.15%2.20%Q4 2019Q3 202315
B. Riley Wealth Management, Inc. 870.01%0.59%1.07%Q3 2018Q2 202215
Financial Partners Group, Inc 1140.04%0.37%0.74%Q4 2017Q1 202315
BARINGS LLC 15150.11%0.16%0.22%Q1 2020Q3 202315
NewSquare Capital LLC 1050.00%0.00%0.00%Q3 2017Q3 202315
Carmichael Hill & Associates, Inc. 15150.03%0.08%0.10%Q1 2020Q3 202315
Pensionmark Financial Group, LLC 960.04%0.09%0.15%Q4 2018Q3 202215
PRW Wealth Management LLC 510.14%0.29%0.72%Q1 2019Q3 202315
RED CEDAR INVESTMENT MANAGEMENT, LLC 1050.05%0.83%1.92%Q3 2019Q3 202315
BEAM WEALTH ADVISORS, INC. 15150.13%0.37%0.67%Q4 2019Q2 202315
Advisor Group, Inc. 15150.09%0.12%0.21%Q2 2016Q4 201915
Front Row Advisors LLC 15150.00%0.06%0.11%Q1 2020Q3 202315
Moser Wealth Advisors, LLC 1320.70%1.09%1.22%Q4 2019Q3 202315
Realta Investment Advisors 1140.02%0.10%0.15%Q1 2019Q3 202315
Hardy Reed LLC 1320.22%0.96%1.73%Q4 2018Q1 202315
Certified Advisory Corp 1010.01%0.03%0.12%Q1 2018Q3 202314
Rosenberg Matthew Hamilton 860.02%0.04%0.07%Q1 2020Q3 202314
IFC Holdings Incorporated/FL 730.02%0.03%0.05%Q2 2013Q3 201714
Newman Dignan & Sheerar, Inc. 610.15%1.53%2.37%Q2 2019Q3 202314
STABLEFORD CAPITAL II LLC 1220.11%0.16%0.28%Q1 2020Q3 202314
Cordasco Financial Network 14140.01%0.04%0.05%Q4 2017Q1 202114
Valmark Advisers, Inc. 14140.03%0.06%0.08%Q2 2020Q3 202314
Clarus Wealth Advisors 950.05%0.26%0.42%Q2 2018Q4 202214
Hudson Capital Management LLC 950.09%0.24%0.45%Q4 2017Q3 202314
SYNOVUS FINANCIAL CORP 1020.00%0.01%0.02%Q4 2019Q3 202314
CREATIVE FINANCIAL DESIGNS INC /ADV 1210.00%0.08%0.15%Q4 2016Q3 202314
Corient Capital Partners, LLC 1310.03%0.12%0.58%Q4 2018Q3 202214
GREAT VALLEY ADVISOR GROUP, INC. 14140.05%0.08%0.12%Q2 2020Q3 202314
EPG Wealth Management LLC 1130.08%0.15%0.34%Q1 2020Q3 202314
Cutter & CO Brokerage, Inc. 950.05%0.10%0.13%Q3 2017Q3 202314
KMG FIDUCIARY PARTNERS, LLC 14140.04%0.64%1.29%Q3 2019Q4 202214
Column Capital Advisors, LLC 14140.00%0.01%0.06%Q2 2020Q3 202314
MSI Financial Services Inc 14140.00%0.06%0.21%Q3 2013Q4 201614
THOROUGHBRED FINANCIAL SERVICES, LLC 1040.03%0.14%0.21%Q2 2019Q1 202314
Quantitative Advantage, LLC 1220.10%0.33%0.41%Q4 2018Q1 202314
Meridian Wealth Advisors, LLC 14140.06%0.10%0.16%Q2 2020Q3 202314
CVA Family Office, LLC 1120.00%0.00%0.00%Q1 2020Q2 202313
Baker Avenue Asset Management, LP 13130.02%0.03%0.05%Q2 2019Q2 202213
Hexagon Capital Partners LLC 13130.01%0.02%0.02%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.10%0.24%0.36%Q3 2020Q3 202313
Providence Wealth Advisors, LLC 13130.16%1.20%1.85%Q3 2019Q3 202213
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.11%0.17%0.31%Q3 2020Q3 202313
Advisors Asset Management, Inc. 13130.00%0.00%0.01%Q1 2018Q1 202113
Soltis Investment Advisors LLC 1120.09%0.65%2.11%Q4 2019Q3 202313
Shulman DeMeo Asset Management LLC 1030.10%0.15%0.39%Q2 2020Q3 202313
Bank of New York Mellon Corp 710.00%0.00%0.00%Q4 2016Q1 202313
Hudock, Inc. 13130.02%0.03%0.07%Q3 2019Q3 202213
J.W. COLE ADVISORS, INC. 810.02%0.05%0.09%Q4 2019Q3 202313
Milestone Advisory Partners 530.26%9.67%18.07%Q4 2018Q4 202213
FLAGSHIP HARBOR ADVISORS, LLC 1010.00%0.05%0.15%Q2 2018Q1 202213
Neuberger Berman Group LLC 13130.00%0.00%0.00%Q1 2020Q1 202313
AlphaMark Advisors, LLC 850.00%0.00%0.01%Q2 2019Q3 202313
Avidian Wealth Solutions, LLC 1010.56%0.78%0.94%Q4 2019Q3 202313
Covington Capital Management 13130.01%0.01%0.01%Q3 2019Q3 202213
American Institute for Advanced Investment Management, LLP 13130.27%1.96%2.80%Q4 2019Q4 202213
CULLEN/FROST BANKERS, INC. 12120.00%0.00%0.00%Q1 2019Q4 202112
Tradition Wealth Management, LLC 12120.00%0.04%0.14%Q4 2020Q3 202312
Advisor OS, LLC 12121.20%1.83%3.15%Q3 2020Q2 202312
Brinker Capital Investments, LLC 720.00%0.04%0.13%Q1 2019Q2 202212
Altus Wealth Group LLC 12121.16%1.90%2.45%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.07%0.10%0.16%Q4 2020Q3 202312
Cedar Brook Financial Partners, LLC 930.05%0.09%0.13%Q4 2018Q1 202212
Kinloch Capital, LLC 12121.72%2.83%3.30%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.04%0.05%0.07%Q4 2018Q3 202112
Lido Advisors, LLC 610.00%0.05%0.20%Q1 2019Q3 202312
BREITER CAPITAL MANAGEMENT INC 810.24%0.56%1.09%Q4 2017Q1 202212
LVW Advisors, LLC 12120.08%0.35%0.59%Q4 2015Q3 201812
FSB PREMIER WEALTH MANAGEMENT, INC. 12120.22%0.37%0.98%Q4 2020Q3 202312
Westside Investment Management, Inc. 660.01%0.24%0.53%Q2 2017Q2 202212
BLAIR WILLIAM & CO/IL 12120.00%0.00%0.00%Q4 2020Q3 202312
MERCER GLOBAL ADVISORS INC /ADV 710.00%0.00%0.01%Q1 2019Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.01%0.03%0.07%Q4 2018Q3 202112
Castle Rock Wealth Management, LLC 530.04%0.47%1.03%Q1 2018Q3 202212
Vestmark Advisory Solutions, Inc. 12120.02%0.07%0.16%Q3 2020Q2 202312
Orion Portfolio Solutions, LLC 520.01%0.04%0.11%Q4 2019Q3 202312
Financial Gravity Asset Management, Inc. 510.00%0.17%0.39%Q1 2018Q3 202312
HARBOR INVESTMENT ADVISORY, LLC 12120.00%0.00%0.00%Q2 2020Q1 202312
Mengis Capital Management, Inc. 750.06%0.11%0.16%Q1 2017Q1 202012
GPS Wealth Strategies Group, LLC 12120.04%0.08%0.11%Q4 2020Q3 202312
Cadent Capital Advisors, LLC 12120.10%0.14%0.18%Q4 2020Q3 202312
Berger Financial Group, Inc 12121.88%2.90%3.74%Q4 2020Q3 202312
Accel Wealth Management 12120.38%0.62%0.81%Q4 2020Q3 202312
Regal Investment Advisors LLC 1010.14%0.25%0.54%Q2 2020Q3 202312
Principle Wealth Partners LLC 12120.04%0.08%0.13%Q1 2020Q4 202212
CIBC WORLD MARKET INC. 710.00%0.00%0.02%Q3 2015Q4 202211
AMERIPRISE FINANCIAL INC 310.00%0.00%0.01%Q2 2016Q2 202311
MJP ASSOCIATES INC /ADV 11110.17%0.23%0.31%Q1 2021Q3 202311
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.00%Q1 2017Q1 202311
Choice Wealth Advisors, LLC 653.00%3.45%3.97%Q4 2020Q3 202311
RAYMOND JAMES TRUST N.A. 1010.01%0.03%0.04%Q2 2020Q3 202311
NATIONAL PLANNING CORP 1010.00%0.07%0.26%Q4 2014Q3 201711
GLENMEDE TRUST CO NA 810.00%0.00%0.00%Q3 2017Q1 202211
Busey Bank 11110.01%0.02%0.04%Q3 2019Q1 202211
Cooper Financial Group 520.05%0.13%0.28%Q3 2019Q3 202311
Bard Financial Services, Inc. 11110.16%0.30%0.40%Q4 2020Q2 202311
AVIANCE CAPITAL MANAGEMENT, LLC 11110.04%1.37%2.56%Q3 2016Q1 201911
Trinity Legacy Partners, LLC 11115.45%7.73%10.64%Q1 2021Q3 202311
Virtue Capital Management, LLC 920.02%0.08%0.18%Q4 2017Q3 202311
Whitnell & Co. 830.00%0.08%0.28%Q2 2016Q4 201911
Ausdal Financial Partners, Inc. 710.01%0.10%0.20%Q4 2015Q3 202311
BB&T SECURITIES, LLC 11110.01%0.14%0.26%Q1 2017Q3 201911
Qube Research & Technologies Ltd 1010.00%0.33%0.74%Q4 2019Q2 202311
Mendel Money Management 11110.12%0.17%0.23%Q2 2020Q4 202211
CHIRON CAPITAL MANAGEMENT, LLC 11110.21%0.56%0.88%Q3 2020Q1 202311
Leelyn Smith, LLC 11110.02%0.03%0.06%Q4 2019Q2 202211
CRA Financial Services, LLC 11110.17%0.26%0.38%Q1 2020Q3 202211
State of Tennessee, Treasury Department 830.01%0.09%0.24%Q4 2017Q3 202311
Southern Wealth Management, LLP 11110.92%5.98%12.36%Q3 2020Q1 202311
Larson Financial Group LLC 920.00%0.01%0.02%Q1 2020Q3 202311
Integrated Advisors Network LLC 11110.02%0.08%0.16%Q1 2021Q3 202311
Trilogy Capital Inc. 810.00%0.87%2.41%Q1 2018Q1 202111
USCA RIA LLC 11110.02%0.04%0.06%Q3 2015Q1 201811
FDx Advisors, Inc. 510.01%0.09%0.27%Q4 2016Q2 202111
IMA Wealth, Inc. 1010.02%0.64%0.90%Q2 2018Q3 202311
Allworth Financial LP 10100.00%0.02%0.08%Q2 2021Q3 202310
Security National Bank 10100.05%0.08%0.10%Q2 2021Q3 202310
Arete Wealth Advisors, LLC 10100.03%0.09%0.15%Q1 2021Q2 202310
Platform Technology Partners 10100.18%0.21%0.25%Q2 2021Q3 202310
Brendel Financial Advisors LLC 610.57%1.85%2.78%Q1 2020Q1 202310
Bell Rock Capital LLC 10100.01%0.01%0.02%Q1 2017Q2 201910
Mezzasalma Advisors, LLC 10100.26%0.31%0.35%Q4 2020Q1 202310
COMERICA SECURITIES INC 820.10%0.17%0.23%Q2 2015Q4 201810
Intellectus Partners, LLC 10100.00%0.01%0.01%Q4 2016Q1 201910
Beacon Pointe Advisors, LLC 10100.01%0.03%0.05%Q2 2021Q3 202310
Smithfield Trust Co 730.00%0.01%0.01%Q1 2020Q3 202310
Koshinski Asset Management, Inc. 610.02%0.05%0.11%Q3 2018Q4 202210
CWA Asset Management Group, LLC 910.03%0.11%0.19%Q1 2021Q3 202310
TrueWealth Advisors, LLC 10100.35%1.59%3.54%Q2 2021Q3 202310
MANUFACTURERS LIFE INSURANCE COMPANY, THE 10100.00%0.00%0.00%Q2 2016Q3 201810
Summit Financial, LLC 10100.06%0.23%0.34%Q2 2021Q3 202310
Capital Bank & Trust Co 10100.00%0.00%0.00%Q4 2017Q1 202010
HARBOUR INVESTMENTS, INC. 640.32%0.50%0.67%Q1 2021Q3 202310
WEALTHSOURCE PARTNERS, LLC 910.03%0.21%0.61%Q1 2018Q1 202210
MBE Wealth Management, LLC 910.10%0.14%0.17%Q1 2020Q3 202310
MONTAG A & ASSOCIATES INC 990.00%0.00%0.00%Q4 2020Q4 20229
OLD MISSION CAPITAL LLC 210.00%0.05%0.09%Q1 2020Q3 20239
TOTH FINANCIAL ADVISORY CORP 990.01%0.39%0.51%Q3 2021Q3 20239
Octavia Wealth Advisors, LLC 990.04%0.64%1.82%Q3 2021Q3 20239
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 810.02%0.05%0.08%Q2 2021Q3 20239
Walker Asset Management, LLC 991.64%2.88%4.40%Q4 2021Q4 20239
Andesa Financial Management Inc. 630.43%0.88%1.43%Q3 2020Q1 20239
Ameritas Investment Company, LLC 420.01%0.17%0.43%Q1 2019Q3 20219
INVESTMENT CENTERS OF AMERICA INC 990.03%0.09%0.17%Q3 2015Q3 20179
Biltmore Family Office, LLC 990.15%0.56%1.07%Q3 2021Q3 20239
FLAGSTAR ADVISORS INC 991.45%2.89%3.43%Q3 2021Q3 20239
Keebeck Wealth Management, LLC 990.75%1.07%1.39%Q2 2021Q2 20239
Stockman Wealth Management, Inc. 990.12%0.86%1.95%Q3 2021Q3 20239
Holloway Wealth Management, LLC 990.20%0.75%1.25%Q1 2020Q1 20229
G&S Capital LLC 410.07%0.19%0.37%Q4 2017Q1 20239
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 990.00%0.80%1.33%Q3 2021Q3 20239
Newbridge Financial Services Group, Inc. 990.01%0.02%0.03%Q3 2020Q3 20229
Triumph Capital Management 991.88%2.70%3.42%Q3 2021Q3 20239
Independent Wealth Network Inc. 990.90%1.01%1.22%Q3 2021Q3 20239
Essex LLC 990.37%1.29%2.08%Q3 2021Q3 20239
ShoreHaven Wealth Partners, LLC 990.59%3.91%6.15%Q4 2020Q4 20229
Segment Wealth Management, LLC 990.09%0.17%0.23%Q4 2017Q4 20199
SII INVESTMENTS INC/WI 810.04%0.13%0.24%Q3 2015Q4 20179
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 410.16%0.22%0.27%Q1 2020Q3 20239
SUNTRUST BANKS INC 990.00%0.01%0.02%Q3 2017Q3 20199
COZAD ASSET MANAGEMENT INC 810.02%0.15%0.18%Q2 2020Q3 20239
SPC Financial, Inc. 990.14%1.00%2.88%Q3 2021Q3 20239
M&T BANK CORP 990.00%0.00%0.01%Q4 2018Q4 20209
JNBA Financial Advisors 810.00%0.00%0.00%Q3 2016Q3 20209
Royal Fund Management, LLC 990.06%0.85%2.00%Q4 2017Q4 20199
Lion Street Advisors, LLC 990.15%0.25%0.38%Q3 2021Q3 20239
Reitz Capital Advisors LLC 990.41%2.59%3.97%Q2 2020Q2 20229
Blackhawk Capital Partners LLC. 610.18%0.75%1.63%Q4 2020Q3 20239
Brookstone Capital Management 420.01%1.74%4.31%Q4 2015Q3 20239
Almanack Investment Partners, LLC. 610.00%0.16%0.26%Q3 2018Q3 20229
Arkadios Wealth Advisors 530.01%0.08%0.21%Q3 2020Q4 20228
Mariner, LLC 880.00%0.02%0.03%Q4 2021Q3 20238
Kerntke Otto McGlone Wealth Management Group 710.13%0.23%0.36%Q4 2019Q4 20218
Ascension Capital Advisors, Inc. 880.65%1.08%1.65%Q4 2021Q3 20238
Cornerstone Wealth Management, LLC 410.04%0.08%0.16%Q1 2016Q1 20198
Clark Capital Management Group, Inc. 880.07%0.09%0.13%Q2 2020Q1 20228
Relative Value Partners Group, LLC 880.05%0.06%0.07%Q3 2021Q2 20238
GIRARD SECURITIES, INC. 880.24%0.32%0.44%Q4 2015Q3 20178
Alpha Cubed Investments, LLC 880.06%0.14%0.15%Q4 2020Q3 20228
HUNTINGTON NATIONAL BANK 710.00%0.00%0.00%Q3 2021Q3 20238
RiverTree Advisors, LLC 882.48%3.40%4.04%Q4 2020Q3 20228
OPTIMUM INVESTMENT ADVISORS 880.00%0.00%0.00%Q1 2022Q4 20238
Sequoia Wealth Management, LLC 880.21%0.43%0.71%Q4 2017Q3 20198
Aptus Capital Advisors, LLC 710.01%0.01%0.02%Q2 2020Q3 20238
TI-TRUST, INC 880.28%0.32%0.38%Q4 2021Q3 20238
BHF RG Capital Inc. 882.67%3.19%4.25%Q4 2019Q3 20218
Key Client Fiduciary Advisors, LLC 880.12%0.31%0.65%Q4 2021Q3 20238
Navis Wealth Advisors, LLC 880.57%0.72%1.03%Q4 2020Q3 20228
STONEBRIDGE ADVISORS LLC 881.02%5.24%13.63%Q4 2021Q3 20238
SMITH CAPITAL MANAGEMENT INC /AR/ADV 880.76%0.83%0.93%Q4 2018Q3 20208
THRIVENT FINANCIAL FOR LUTHERANS 610.00%0.00%0.00%Q4 2019Q1 20238
SFMG, LLC 880.03%0.10%0.18%Q1 2021Q4 20228
Sequoia Financial Advisors, LLC 530.00%0.03%0.06%Q4 2019Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.07%0.12%0.24%Q4 2021Q3 20238
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 880.08%0.12%0.14%Q3 2021Q2 20238
LexAurum Advisors, LLC 420.22%0.90%2.39%Q4 2017Q3 20218
Quantum Private Wealth, LLC 880.55%0.82%0.99%Q4 2021Q3 20238
Merit Financial Group, LLC 530.01%0.02%0.05%Q4 2019Q3 20238
Greenwich Investment Management, Inc. 880.29%0.53%0.82%Q4 2017Q3 20198
Sowell Financial Services LLC 710.00%0.01%0.03%Q1 2019Q1 20218
Price Capital Management, Inc. 410.80%6.35%27.51%Q2 2017Q2 20238
ASSETMARK, INC 610.00%0.00%0.00%Q3 2019Q4 20228
Acorn Wealth Advisors, LLC 620.03%0.17%0.34%Q1 2018Q3 20238
FIRST MANHATTAN CO. LLC. 510.00%0.00%0.00%Q2 2018Q4 20228
Twelve Points Wealth Management LLC 880.93%1.81%2.35%Q4 2021Q3 20238
Ruggie Capital Group 510.01%0.23%0.36%Q2 2017Q3 20198
Midwest Heritage Bank, FSB 882.34%2.53%2.66%Q4 2021Q3 20238
PFS Partners, LLC 883.74%4.64%5.20%Q4 2021Q3 20238
Objective Capital Management, LLC 880.14%0.26%0.37%Q4 2021Q3 20238
FIRST COMMUNITY TRUST NA 880.08%0.09%0.10%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.06%0.15%0.20%Q4 2021Q3 20238
First Trust Capital Management L.P. 880.02%0.05%0.18%Q4 2021Q3 20238
Dynamic Advisor Solutions LLC 880.02%0.03%0.10%Q4 2021Q3 20238
Tyler-Stone Wealth Management 520.02%0.02%0.02%Q4 2021Q3 20237
COLUMBIA ADVISORY PARTNERS LLC 770.17%0.23%0.30%Q1 2022Q3 20237
Keystone Financial Group 510.04%0.18%0.38%Q1 2018Q3 20227
Beacon Capital Management, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Stonebridge Capital Advisors LLC 320.00%0.01%0.02%Q3 2019Q2 20227
Washington Trust Advisors, Inc. 430.00%0.00%0.00%Q4 2021Q3 20237
BARCLAYS PLC 430.00%0.00%0.01%Q1 2019Q3 20217
Atlas Private Wealth Advisors 770.10%0.28%0.48%Q2 2020Q4 20217
Atria Wealth Solutions, Inc. 770.04%0.06%0.10%Q1 2022Q3 20237
Avantax Planning Partners, Inc. 310.00%0.02%0.04%Q1 2018Q3 20237
FOUNDERS FINANCIAL SECURITIES LLC 770.03%0.06%0.07%Q1 2022Q3 20237
CHATHAM CAPITAL GROUP, INC. 770.04%0.09%0.27%Q2 2021Q4 20227
L.M. KOHN & COMPANY 770.12%0.16%0.20%Q1 2022Q3 20237
AFT, FORSYTH & COMPANY, INC. 770.16%0.24%0.29%Q1 2022Q3 20237
Argent Trust Co 770.01%0.06%0.10%Q2 2017Q4 20187
COMERICA SECURITIES,INC. 610.00%0.06%0.12%Q1 2019Q4 20227
SIGNATUREFD, LLC 510.00%0.00%0.00%Q3 2016Q1 20237
McElhenny Sheffield Capital Management, LLC 770.08%0.11%0.17%Q3 2021Q1 20237
WCG Wealth Advisors LLC 660.01%0.05%0.07%Q2 2022Q3 20237
Blue Zone Wealth Advisors, LLC 770.10%0.19%0.24%Q3 2021Q1 20237
Global Wealth Management Investment Advisory, Inc. 770.00%0.01%0.06%Q4 2018Q2 20207
Simplicity Solutions, LLC 310.00%0.07%0.21%Q3 2018Q4 20207
Mosaic Family Wealth, LLC 770.02%0.02%0.02%Q3 2017Q1 20197
HAZLETT, BURT & WATSON, INC. 770.02%0.05%0.06%Q1 2022Q3 20237
SHEETS SMITH WEALTH MANAGEMENT 610.03%0.03%0.04%Q4 2020Q3 20227
Raleigh Capital Management Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
OLD DOMINION CAPITAL MANAGEMENT INC 770.09%0.10%0.14%Q1 2020Q3 20217
Autus Asset Management, LLC 770.14%0.31%0.44%Q2 2021Q4 20227
ARQ WEALTH ADVISORS, LLC 610.26%0.38%0.48%Q1 2020Q1 20227
United Asset Strategies, Inc. 430.09%0.10%0.13%Q1 2018Q4 20197
FLOW TRADERS U.S. LLC 210.03%0.09%0.18%Q3 2016Q1 20207
Financial Management Professionals, Inc. 610.00%0.00%0.02%Q2 2019Q1 20237
ICA Group Wealth Management, LLC 770.32%0.35%0.42%Q1 2022Q3 20237
FOUNDERS BANK & TRUST 770.00%0.00%0.00%Q2 2013Q4 20147
Coastwise Capital Group, LLC 770.58%0.75%1.00%Q1 2022Q3 20237
EATON VANCE MANAGEMENT 770.06%0.14%0.22%Q2 2019Q4 20207
Sandy Spring Bank 770.00%0.00%0.00%Q2 2017Q4 20187
Parallel Advisors, LLC 310.00%0.03%0.07%Q1 2018Q3 20236
PINNACLE ASSOCIATES LTD 420.00%0.00%0.00%Q4 2021Q3 20236
Hofer & Associates. Inc 660.30%0.33%0.38%Q4 2021Q1 20236
Brio Consultants, LLC 660.42%0.48%0.56%Q4 2018Q1 20206
MCDONALD PARTNERS LLC 420.12%0.14%0.15%Q4 2020Q2 20226
Virtu KCG Holdings LLC 210.00%0.01%0.02%Q3 2013Q2 20166
New Potomac Partners, LLC 661.33%1.47%1.76%Q2 2022Q3 20236
Jacobsen Capital Management 331.20%1.45%1.95%Q2 2019Q4 20206
Global Financial Private Capital, Inc 510.00%0.01%0.02%Q3 2017Q2 20206
Prestige Wealth Management Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 660.00%0.02%0.03%Q2 2022Q3 20236
Sunbelt Securities, Inc. 310.01%0.03%0.06%Q3 2019Q3 20236
TRANSCEND CAPITAL ADVISORS, LLC 660.02%0.03%0.03%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.21%0.23%0.28%Q2 2022Q3 20236
WFG Advisors, LP 660.00%0.02%0.03%Q4 2015Q1 20176
MFA WEALTH ADVISORS, LLC 660.27%1.83%2.53%Q1 2019Q2 20206
MANCHESTER FINANCIAL INC 660.05%0.06%0.08%Q4 2021Q1 20236
ATTICUS WEALTH MANAGEMENT, LLC 660.19%1.24%2.53%Q2 2022Q3 20236
Noven Financial Group, Inc. 660.36%0.45%0.64%Q4 2018Q1 20206
Savior LLC 660.00%0.00%0.01%Q1 2020Q2 20216
AJ WEALTH STRATEGIES, LLC 330.03%0.11%0.25%Q2 2019Q4 20226
Antonetti Capital Management LLC 420.04%0.05%0.05%Q3 2021Q2 20236
GRIMES & COMPANY, INC. 664.55%4.81%5.33%Q2 2020Q3 20216
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 660.34%0.69%1.04%Q2 2017Q3 20186
Lansing Street Advisors 660.09%0.18%0.34%Q1 2022Q2 20236
Meridian Financial Partners LLC 410.21%0.50%0.71%Q1 2021Q3 20236
Transamerica Financial Advisors, Inc. 510.00%0.21%0.41%Q1 2015Q1 20186
Private Advisory Group LLC 410.17%0.20%0.28%Q4 2016Q1 20236
American Financial Network Advisory Services LLC 660.12%0.18%0.40%Q4 2017Q1 20196
MOSELEY INVESTMENT MANAGEMENT INC 660.16%0.20%0.23%Q1 2019Q2 20206
AMERICAN INTERNATIONAL GROUP, INC. 660.01%0.02%0.03%Q4 2014Q1 20166
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Syverson Strege & Co 660.02%0.03%0.03%Q4 2020Q1 20226
TUCKER ASSET MANAGEMENT LLC 660.00%0.00%0.00%Q2 2022Q3 20236
RELIANCE TRUST CO OF DELAWARE 320.05%0.10%0.18%Q4 2015Q1 20195
SCOTIA CAPITAL INC. 550.01%0.01%0.01%Q1 2019Q1 20205
Elk River Wealth Management, LLC 550.11%0.17%0.27%Q4 2020Q4 20215
TWO SIGMA SECURITIES, LLC 210.01%0.01%0.02%Q4 2018Q4 20225
Bluefin Trading, LLC 210.05%0.17%0.41%Q1 2017Q3 20195
Spire Wealth Management 550.03%0.05%0.07%Q1 2021Q1 20225
Mine & Arao Wealth Creation & Management, LLC. 550.01%0.01%0.02%Q3 2022Q3 20235
Pinnacle Family Advisors, LLC 310.71%1.12%1.37%Q2 2017Q2 20195
Formidable Asset Management, LLC 550.12%0.13%0.14%Q1 2015Q1 20165
ARS Wealth Advisors Group, LLC 320.04%0.06%0.07%Q2 2022Q3 20235
Holistic Financial Partners 310.16%0.20%0.25%Q2 2019Q4 20205
Marquette Asset Management, LLC 550.01%0.01%0.01%Q2 2022Q2 20235
FLYNN ZITO CAPITAL MANAGEMENT, LLC 413.07%3.46%4.24%Q1 2022Q3 20235
Golden State Wealth Management, LLC 310.05%0.10%0.17%Q1 2019Q3 20205
Frisch Financial Group, Inc. 550.08%0.09%0.11%Q4 2021Q4 20225
MAI Capital Management 550.02%0.03%0.05%Q4 2020Q4 20215
Lindbrook Capital, LLC 410.00%0.00%0.01%Q2 2021Q3 20235
FAS Wealth Partners, Inc. 410.09%0.09%0.10%Q2 2022Q3 20235
Eldridge Investment Advisors, Inc. 320.11%0.93%2.09%Q3 2019Q3 20235
ProVise Management Group, LLC 550.03%0.03%0.04%Q4 2020Q4 20215
SIMPLEX TRADING, LLC 310.00%0.00%0.00%Q1 2020Q3 20225
SEI INVESTMENTS CO 310.00%0.00%0.00%Q2 2016Q2 20185
Baron Financial Group, LLC 550.96%1.02%1.06%Q3 2022Q3 20235
KRAEMATON INVESTMENT ADVISORS, INC 550.47%0.64%0.79%Q3 2022Q3 20235
HOWARD FINANCIAL SERVICES, LTD. 550.22%0.41%0.56%Q3 2022Q3 20235
Prime Capital Investment Advisors, LLC 550.01%0.02%0.02%Q3 2022Q3 20235
Ameliora Wealth Management Ltd. 550.01%0.01%0.01%Q3 2022Q3 20235
Vectors Research Management, LLC 550.01%0.01%0.01%Q1 2019Q1 20205
Aurora Private Wealth, Inc. 550.08%0.13%0.19%Q4 2019Q4 20205
Apollon Wealth Management, LLC 550.07%0.11%0.15%Q3 2022Q3 20235
Disciplined Investments, LLC 550.00%0.00%0.00%Q1 2021Q1 20225
MYCIO WEALTH PARTNERS, LLC 550.02%0.02%0.03%Q4 2018Q4 20195
Arden Trust Co 550.20%0.22%0.23%Q2 2019Q2 20205
BlackRock Inc. 210.00%0.00%0.00%Q1 2018Q2 20225
Argentus Capital Management, LLC 550.38%0.48%0.72%Q3 2015Q3 20165
Capital Square, LLC 550.18%0.20%0.21%Q4 2019Q4 20205
GOLDMAN SACHS GROUP INC 310.00%0.00%0.00%Q4 2014Q2 20205
CREDIT SUISSE AG/ 320.00%0.00%0.01%Q2 2017Q4 20195
SEAVIEW INVESTMENT MANAGERS LLC 440.08%0.12%0.15%Q4 2021Q3 20224
SHUFRO ROSE & CO LLC 440.06%0.07%0.07%Q4 2022Q3 20234
Horizon Investments, LLC 310.07%0.21%0.52%Q1 2015Q1 20224
Colonial River Wealth Management, LLC 210.39%0.61%0.91%Q4 2020Q2 20224
1 NORTH WEALTH SERVICES LLC 220.00%0.97%3.83%Q4 2018Q4 20194
BDO Wealth Advisors, LLC 310.00%0.00%0.00%Q2 2017Q3 20184
Wealthstreet Investment Advisors, LLC 440.02%0.04%0.04%Q2 2020Q1 20214
Mendota Financial Group, LLC 442.30%2.81%3.25%Q4 2022Q3 20234
CASCADE INVESTMENT GROUP, INC. 440.36%0.54%0.78%Q4 2022Q3 20234
Intercontinental Wealth Advisors, LLC 440.07%0.10%0.13%Q4 2018Q3 20194
Cerity Partners LLC 210.00%0.01%0.01%Q4 2019Q2 20224
BROWN ADVISORY INC 440.00%0.00%0.00%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Oder Investment Management, LLC 310.02%0.53%0.73%Q4 2020Q3 20234
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 440.00%0.00%0.00%Q1 2018Q4 20184
tru Independence LLC 310.00%0.04%0.07%Q4 2019Q2 20214
SouthState Corp 440.00%0.01%0.01%Q4 2021Q3 20224
Aspen Wealth Strategies, LLC 440.57%0.69%0.79%Q4 2022Q3 20234
MONEY CONCEPTS CAPITAL CORP 440.00%0.13%0.46%Q1 2022Q4 20224
HFG Advisors, Inc. 440.20%0.21%0.23%Q4 2022Q3 20234
REGIONS FINANCIAL CORP 440.00%0.00%0.00%Q4 2017Q3 20184
Claraphi Advisory Network, LLC 440.18%0.21%0.25%Q1 2022Q4 20224
Barry Investment Advisors, LLC 440.13%0.13%0.14%Q4 2022Q3 20234
Wealth Quarterback LLC 220.01%0.02%0.04%Q4 2019Q3 20214
Members Advisory Group LLC 446.24%6.52%7.12%Q4 2021Q3 20224
Bouchey Financial Group Ltd 441.62%1.81%1.98%Q2 2022Q1 20234
Mainsail Financial Group, LLC 441.04%1.12%1.21%Q4 2022Q3 20234
Owen LaRue, LLC 440.52%0.70%0.82%Q4 2022Q3 20234
Ahrens Investment Partners LLC 310.01%0.01%0.02%Q4 2021Q1 20234
Tanglewood Legacy Advisors, LLC 440.09%0.17%0.20%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
Stelac Advisory Services LLC 310.06%0.10%0.16%Q2 2018Q2 20194
BlackDiamond Wealth Management, LLC 310.22%0.35%0.43%Q2 2022Q2 20234
First PREMIER Bank 310.01%0.02%0.04%Q3 2021Q4 20224
Etesian Wealth Advisors, Inc. 441.84%2.00%2.14%Q4 2022Q3 20234
Gallacher Capital Management LLC 440.69%0.87%1.14%Q4 2022Q3 20234
Moloney Securities Asset Management, LLC 440.09%0.11%0.16%Q2 2017Q1 20184
Dominguez Wealth Management Solutions, Inc. 440.16%0.17%0.19%Q4 2022Q3 20234
Verition Fund Management LLC 210.01%0.03%0.07%Q1 2020Q3 20214
QUADRANT CAPITAL GROUP LLC 310.00%0.00%0.00%Q4 2020Q2 20234
Farther Finance Advisors, LLC 440.06%0.08%0.10%Q4 2022Q3 20234
KINGS POINT CAPITAL MANAGEMENT 220.00%0.00%0.01%Q2 2019Q1 20224
Integrated Wealth Management 440.00%0.00%0.00%Q2 2015Q1 20164
Family Capital Management, Inc. 440.07%0.10%0.12%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.05%0.19%0.38%Q4 2022Q3 20234
Freedom Investment Management, Inc. 220.03%0.03%0.04%Q3 2015Q1 20174
Procyon Advisors, LLC 310.02%0.02%0.04%Q4 2019Q2 20224
PEAK FINANCIAL ADVISORS LLC 446.31%7.01%8.05%Q4 2020Q3 20214
SILVER OAK SECURITIES, INCORPORATED 220.06%0.08%0.09%Q1 2022Q1 20234
ACCURATE INVESTMENT SOLUTIONS, INC. 440.00%0.00%0.00%Q3 2017Q2 20184
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q2 2016Q3 20234
CENTRAL TRUST Co 310.00%0.00%0.00%Q4 2019Q3 20224
Avestar Capital, LLC 440.02%0.02%0.02%Q3 2018Q2 20194
Peterson Wealth Services 440.28%0.49%0.69%Q4 2021Q3 20224
TOWER TRUST Co 440.70%1.01%1.52%Q2 2013Q1 20144
Savant Capital, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
First Command Financial Services, Inc. 440.00%0.01%0.01%Q3 2018Q2 20194
First Command Bank 440.01%0.01%0.01%Q3 2018Q2 20194
PCG Wealth Advisors, LLC 440.22%0.85%1.08%Q4 2022Q3 20234
DHJJ Financial Advisors, Ltd. 310.08%0.10%0.14%Q3 2022Q3 20234
ASSOCIATED BANC-CORP 440.07%0.09%0.10%Q1 2020Q4 20204
INSIGNEO ADVISORY SERVICES, LLC 440.05%0.07%0.11%Q4 2022Q3 20234
Foresight Wealth Management, LLC 440.15%0.22%0.36%Q4 2018Q3 20194
Colonial Trust Co / SC 440.00%0.00%0.00%Q4 2022Q3 20234
Lloyd Advisory Services, LLC. 310.00%0.04%0.16%Q4 2019Q2 20214
Dynasty Wealth Management, LLC 440.25%0.80%1.16%Q4 2017Q3 20184
Destiny Wealth Partners, LLC 440.47%0.61%0.78%Q1 2021Q4 20214
MARK SHEPTOFF FINANCIAL PLANNING, LLC 330.01%0.01%0.01%Q1 2018Q3 20183
Planning Solutions Group LLC 331.39%1.59%1.73%Q4 2018Q2 20193
Kingsbury Capital Investment Advisors LLC 335.78%6.53%7.19%Q1 2022Q3 20223
Ledyard National Bank 330.00%0.00%0.00%Q4 2016Q2 20173
StoneX Group Inc. 210.32%0.38%0.45%Q4 2016Q3 20173
NewEdge Wealth, LLC 210.02%0.03%0.06%Q4 2022Q3 20233
E&G Advisors, LP 330.12%0.12%0.12%Q1 2023Q3 20233
Bay Harbor Wealth Management, LLC 210.00%0.00%0.01%Q4 2018Q1 20203
EVOKE WEALTH, LLC 210.01%0.01%0.01%Q4 2022Q3 20233
Walkner Condon Financial Advisors LLC 330.08%0.10%0.15%Q4 2021Q2 20223
Bank OZK 330.08%0.12%0.14%Q4 2022Q2 20233
DIXON HUBARD FEINOUR & BROWN INC/VA 330.04%0.04%0.04%Q4 2021Q2 20223
Cornerstone Advisory, LLC 330.06%0.08%0.09%Q1 2023Q3 20233
Legacy Wealth Partners, Inc. 330.28%0.32%0.35%Q4 2019Q2 20203
Howard Capital Management Inc. 330.65%0.73%0.81%Q2 2021Q4 20213
UBS ASSET MANAGEMENT AMERICAS INC 330.00%0.00%0.00%Q2 2017Q4 20173
Tiller Private Wealth, Inc. 330.20%0.24%0.28%Q3 2021Q1 20223
AXXCESS WEALTH MANAGEMENT, LLC 330.05%0.06%0.06%Q4 2021Q2 20223
Advisory Alpha, LLC 330.03%0.14%0.19%Q1 2023Q3 20233
ZRC WEALTH MANAGEMENT, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
CALDWELL SUTTER CAPITAL, INC. 330.03%0.03%0.04%Q1 2023Q3 20233
Concert Wealth Management Inc. 210.05%0.11%0.23%Q3 2016Q2 20173
HRT FINANCIAL LP 210.00%0.00%0.01%Q4 2020Q3 20233
Cape Investment Advisory, Inc. 330.00%0.01%0.01%Q1 2023Q3 20233
Park Edge Advisors, LLC 330.11%0.12%0.12%Q1 2023Q3 20233
Altium Wealth Management LLC 330.07%0.10%0.13%Q2 2019Q4 20193
55I, LLC 330.01%0.02%0.02%Q2 2021Q4 20213
Truadvice, LLC 330.06%0.10%0.13%Q3 2020Q1 20213
Krilogy Financial LLC 210.00%0.00%0.00%Q4 2017Q3 20183
Pine Valley Investments Ltd Liability Co 330.04%0.05%0.07%Q1 2023Q3 20233
&PARTNERS 330.14%0.14%0.15%Q2 2021Q4 20213
Premia Global Advisors, LLC 110.04%0.42%0.61%Q1 2018Q1 20193
Garden State Investment Advisory Services LLC 210.17%0.40%0.85%Q4 2022Q3 20233
MBA Advisors LLC 330.24%0.25%0.26%Q2 2022Q4 20223
Glass Jacobson Investment Advisors llc 212.58%2.72%2.89%Q4 2022Q3 20233
B. Riley Financial, Inc. 330.12%0.12%0.13%Q4 2017Q2 20183
Lee Financial Co 210.00%0.04%0.12%Q1 2018Q3 20213
Semmax Financial Advisors Inc. 330.01%0.17%0.32%Q4 2018Q2 20193
Kabarec Financial Advisors, Ltd. 333.10%3.14%3.18%Q4 2017Q2 20183
BIVIN & ASSOCIATES, INC. 330.09%0.09%0.10%Q4 2021Q2 20223
Running Point Capital Advisors, LLC 330.12%0.13%0.14%Q4 2022Q2 20233
Johnson Financial Group, Inc. 330.00%0.00%0.00%Q2 2021Q4 20213
SIENA CAPITAL LLC 330.00%0.00%0.00%Q1 2022Q3 20223
NEW ENGLAND SECURITIES CORP /MA/ 330.02%0.21%0.33%Q2 2014Q4 20143
INVICTUS PRIVATE WEALTH, LLC 330.07%0.36%0.57%Q4 2022Q2 20233
Prostatis Group LLC 210.31%0.58%0.96%Q3 2022Q2 20233
Strategic Financial Concepts, LLC 330.55%0.58%0.61%Q1 2023Q3 20233
SVB WEALTH LLC 330.01%0.01%0.02%Q3 2022Q1 20233
Risk Paradigm Group, LLC 331.20%1.28%1.34%Q2 2018Q4 20183
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20223
Mach-1 Financial Group, LLC 210.00%0.00%0.01%Q2 2022Q1 20233
Advisor Resource Council 110.04%0.04%0.05%Q2 2021Q2 20223
BB&T INVESTMENT SERVICES, INC. 330.01%0.03%0.06%Q2 2017Q4 20173
Alpha Omega Group, Inc. 334.83%5.35%5.62%Q1 2022Q3 20223
SignalPoint Asset Management, LLC 210.09%0.09%0.10%Q3 2019Q4 20203
Financial Gravity Companies, Inc. 210.11%0.12%0.13%Q4 2017Q4 20183
Glassy Mountain Advisors, Inc. 211.85%2.08%2.38%Q4 2022Q3 20233
Insight Advisors, LLC/ PA 330.46%0.55%0.66%Q4 2020Q2 20213
Wayfinding Financial, LLC 211.96%2.56%2.86%Q4 2021Q4 20223
Valeo Financial Advisors, LLC 330.00%0.01%0.02%Q4 2017Q2 20183
Capital Investment Advisors, LLC 330.01%0.01%0.01%Q2 2023Q4 20233
SUTTON PLACE INVESTORS LLC 331.48%2.32%2.91%Q4 2021Q2 20223
Asset Allocation Strategies LLC 210.92%1.17%1.63%Q4 2022Q3 20233
SFG Wealth Management, LLC. 330.23%0.24%0.24%Q4 2021Q2 20223
ADVANTAGE INVESTMENT MANAGEMENT, LLC 330.06%0.25%0.46%Q1 2015Q3 20153
National Wealth Management Group, LLC 330.23%0.26%0.32%Q4 2021Q2 20223
Prosperity Financial Group, Inc. 330.15%0.17%0.20%Q4 2022Q2 20233
Lumature Wealth Partners, LLC 330.08%0.08%0.09%Q1 2022Q3 20223
PFG Investments, LLC 330.04%0.05%0.06%Q1 2023Q3 20233
VSR Financial Services, Inc. 330.52%0.55%0.59%Q4 2015Q2 20163
Laidlaw Wealth Management LLC 220.27%0.34%0.42%Q3 2021Q4 20212
Palo Capital, Inc. 220.54%0.81%1.08%Q3 2018Q4 20182
Clearstead Advisors, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
WBI INVESTMENTS, LLC 110.06%0.97%1.87%Q4 2016Q4 20182
Connectus Wealth, LLC 110.02%0.02%0.03%Q3 2022Q2 20232
Wedmont Private Capital 220.09%0.09%0.10%Q1 2022Q2 20222
AXS Investments LLC 220.21%0.25%0.28%Q2 2023Q3 20232
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Foundations Investment Advisors, LLC 220.01%0.02%0.02%Q2 2023Q3 20232
NINE MASTS CAPITAL Ltd 220.05%0.13%0.22%Q4 2017Q1 20182
U.S. Capital Wealth Advisors, LLC 110.00%0.01%0.02%Q1 2022Q4 20222
Versant Capital Management, Inc 220.00%0.02%0.03%Q4 2017Q1 20182
Dunhill Financial, LLC 223.06%3.25%3.44%Q2 2023Q3 20232
Mattern Wealth Management LLC 112.90%2.95%3.00%Q2 2021Q4 20212
LEAVELL INVESTMENT MANAGEMENT, INC. 220.01%0.01%0.01%Q1 2023Q2 20232
Sonora Investment Management, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Kistler-Tiffany Companies, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
ACG Wealth 220.04%0.05%0.05%Q4 2019Q1 20202
H&H Retirement Design & Management INC 220.61%0.73%0.85%Q1 2020Q2 20202
Avion Wealth 220.00%0.00%0.00%Q3 2020Q4 20202
ERn Financial, LLC 220.43%0.51%0.59%Q4 2018Q1 20192
DeDora Capital, Inc. 220.08%0.08%0.09%Q2 2023Q3 20232
Fortitude Advisory Group L.L.C. 220.01%0.02%0.03%Q4 2021Q1 20222
BlackRock Investment Management, LLC 220.00%0.00%0.00%Q3 2016Q4 20162
Fortis Capital Advisors, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
CIBC Private Wealth Group, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Golden State Equity Partners 220.06%0.06%0.07%Q2 2023Q3 20232
LWS Wealth Advisors, Inc. 220.13%0.83%1.52%Q2 2022Q3 20222
TWIN FOCUS CAPITAL PARTNERS, LLC 220.12%0.12%0.12%Q4 2020Q1 20212
ODonnell Financial Services, LLC 220.50%0.69%0.88%Q3 2021Q4 20212
Financial Futures Ltd Liability Co. 220.39%1.89%3.39%Q4 2021Q1 20222
Synergy Asset Management, LLC 220.80%1.62%2.43%Q2 2021Q3 20212
RITHOLTZ WEALTH MANAGEMENT 110.02%0.04%0.06%Q2 2021Q3 20232
SG Americas Securities, LLC 110.00%0.02%0.03%Q3 2016Q4 20212
Selective Wealth Management, Inc. 220.01%0.01%0.01%Q2 2022Q3 20222
MEEDER ASSET MANAGEMENT INC 220.00%0.00%0.00%Q4 2021Q1 20222
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q4 2022Q3 20232
HM PAYSON & CO 220.00%0.00%0.00%Q4 2020Q1 20212
WEALTH MANAGEMENT RESOURCES, INC. 220.14%0.24%0.34%Q4 2021Q1 20222
Nilsine Partners, LLC 220.02%0.03%0.03%Q2 2023Q3 20232
Icon Wealth Advisors, LLC 220.22%0.24%0.26%Q3 2022Q4 20222
Bedel Financial Consulting, Inc. 220.02%0.02%0.02%Q4 2018Q1 20192
NORTHERN TRUST CORP 110.00%0.00%0.00%Q4 2016Q2 20202
Ranch Capital Advisors Inc. 220.02%0.02%0.02%Q2 2021Q3 20212
Atomi Financial Group, Inc. 220.11%0.12%0.12%Q2 2023Q3 20232
Ancora Advisors LLC 220.00%0.00%0.01%Q2 2022Q3 20222
Future Financial Wealth Managment LLC 220.05%0.05%0.05%Q4 2021Q1 20222
Aspire Private Capital, LLC 220.04%0.04%0.05%Q4 2018Q1 20192
CAPITAL ONE FINANCIAL CORP 220.06%0.08%0.11%Q1 2020Q2 20202
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.02%0.02%Q2 2013Q3 20132
BESSEMER GROUP INC 110.00%0.00%0.00%Q3 2018Q4 20222
Consolidated Planning Corp 220.10%0.28%0.46%Q2 2023Q3 20232
Naviter Wealth, LLC 220.76%0.76%0.77%Q2 2023Q3 20232
Alpine Global Management, LLC 220.10%0.15%0.19%Q2 2017Q3 20172
Herold Advisors, Inc. 110.01%0.02%0.03%Q3 2021Q1 20222
Bangor Savings Bank 220.12%0.12%0.12%Q2 2023Q3 20232
Founders Financial Alliance, LLC 110.04%0.07%0.10%Q3 2020Q2 20222
Hartford Financial Management Inc. 220.00%0.00%0.00%Q3 2018Q4 20182
EverSource Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
CNB Bank 110.00%0.00%0.01%Q4 2022Q3 20232
Quantum Financial Advisors, LLC 220.09%0.09%0.10%Q2 2022Q3 20222
Axiom Investment Management LLC 110.01%0.03%0.04%Q4 2018Q3 20222
Essex Savings Bank 220.02%0.02%0.02%Q4 2018Q1 20192
FARMERS & MERCHANTS INVESTMENTS INC 220.00%0.00%0.00%Q1 2017Q2 20172
Argent Advisors, Inc. 220.15%0.73%1.31%Q4 2019Q1 20202
Spectrum Wealth Advisory Group, LLC 220.75%1.54%2.34%Q1 2019Q2 20192
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.02%0.02%0.02%Q3 2022Q3 20232
Lenox Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2018Q4 20192
Cresset Asset Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Waldron Private Wealth LLC 220.01%0.01%0.01%Q3 2022Q4 20222
SIMON QUICK ADVISORS, LLC 220.01%0.02%0.02%Q4 2018Q1 20192
JOYN Advisors, Inc. 220.05%0.10%0.15%Q4 2019Q1 20202
Eudaimonia Partners, LLC 110.00%0.02%0.03%Q4 2019Q1 20212
Delta Financial Group, Inc. 220.10%0.21%0.33%Q2 2023Q3 20232
Bogart Wealth, LLC 220.00%0.00%0.00%Q3 2017Q4 20172
VERUS CAPITAL PARTNERS, LLC 220.02%0.07%0.12%Q4 2019Q1 20202
NewDay Solutions, LLC 220.19%1.42%2.66%Q2 2019Q3 20192
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q1 2018Q1 20222
Curtis Advisory Group, LLC 220.09%0.09%0.10%Q4 2021Q1 20222
LifeSteps Financial, Inc. 220.30%0.33%0.36%Q4 2019Q1 20202
BBVA USA 220.01%0.01%0.01%Q2 2021Q3 20212
Spotlight Asset Group, Inc. 220.08%0.19%0.30%Q3 2020Q4 20202
Advisors Capital Management, LLC 220.01%0.01%0.02%Q3 2021Q4 20212
Bellwether Investment Group, LLC 110.27%0.46%0.64%Q2 2016Q4 20162
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Strategic Capital Alternatives LLC 110.58%3.87%7.15%Q3 2015Q1 20162
True Capital Management 220.30%0.36%0.41%Q4 2022Q1 20232
Total Clarity Wealth Management, Inc. 110.02%0.02%0.02%Q4 2021Q2 20222
Spectrum Management Group, LLC 220.01%0.08%0.15%Q1 2020Q2 20202
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.01%Q3 2022Q3 20232
Teamwork Financial Advisors, LLC 220.13%0.15%0.18%Q4 2019Q1 20202
Sound View Wealth Advisors, LLC 220.16%0.16%0.17%Q4 2018Q1 20192
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Institute for Wealth Management, LLC. 110.07%0.07%0.07%Q3 2017Q3 20171
TOWNSQUARE CAPITAL LLC 110.00%0.00%0.00%Q2 2023Q2 20231
EVERETT HARRIS & CO /CA/ 110.01%0.01%0.01%Q4 2019Q4 20191
Financial Architects, Inc 110.01%0.01%0.01%Q3 2016Q3 20161
VisionPoint Advisory Group, LLC 110.08%0.08%0.08%Q3 2019Q3 20191
Omnia Family Wealth, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Triton Wealth Management, PLLC 110.36%0.36%0.36%Q1 2020Q1 20201
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
GM Advisory Group, LLC 110.14%0.14%0.14%Q4 2016Q4 20161
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q4 2021Q4 20211
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
AMERICAN NATIONAL BANK 110.01%0.01%0.01%Q1 2018Q1 20181
RITTER DANIHER FINANCIAL ADVISORY LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Anchor Investment Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
COLTON GROOME FINANCIAL ADVISORS, LLC 110.64%0.64%0.64%Q1 2022Q1 20221
Well Done, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
FSC Wealth Advisors, LLC 110.52%0.52%0.52%Q4 2021Q4 20211
Nauset Wealth Management. LLC 110.04%0.04%0.04%Q1 2022Q1 20221
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Robertson Stephens Wealth Management, LLC 110.11%0.11%0.11%Q1 2020Q1 20201
CARL STUART INVESTMENT ADVISOR, INC 110.04%0.04%0.04%Q1 2022Q1 20221
True Link Financial Advisors, LLC 110.22%0.22%0.22%Q1 2022Q1 20221
Newport Wealth Strategies, Inc. 110.16%0.16%0.16%Q4 2017Q4 20171
LEVEL FOUR FINANCIAL, LLC 110.43%0.43%0.43%Q4 2020Q4 20201
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
PITTENGER & ANDERSON INC 110.00%0.00%0.00%Q4 2017Q4 20171
Legacy Financial Advisors, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
Vigilant Capital Management, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Bartlett & Co. LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Tillar-Wenstrup Advisors, LLC 114.32%4.32%4.32%Q1 2018Q1 20181
Wealthstar Advisors, LLC 110.10%0.10%0.10%Q2 2021Q2 20211
MONETA GROUP INVESTMENT ADVISORS LLC 110.02%0.02%0.02%Q3 2020Q3 20201
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 110.02%0.02%0.02%Q3 2023Q3 20231
Koesten, Hirschmann & Crabtree, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Kure Advisory, LLC 111.00%1.00%1.00%Q3 2023Q3 20231
Elevation Capital Advisory, LLC 115.00%5.00%5.00%Q2 2021Q2 20211
Capstone Triton Financial Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Castle Financial & Retirement Planning Associates, Inc. 110.23%0.23%0.23%Q4 2021Q4 20211
Field & Main Bank 110.00%0.00%0.00%Q2 2020Q2 20201
Tranquilli Financial Advisor LLC 110.36%0.36%0.36%Q1 2022Q1 20221
Engrave Wealth Partners LLC 110.00%0.00%0.00%Q1 2020Q1 20201
MGO Private Wealth, LLC 110.30%0.30%0.30%Q3 2022Q3 20221
HOLLENCREST CAPITAL MANAGEMENT 110.00%0.00%0.00%Q4 2022Q4 20221
F3Logic, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
GTS SECURITIES LLC 110.04%0.04%0.04%Q2 2023Q2 20231
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q2 2023Q2 20231
Blue Sky Asset Management, LLC 110.92%0.92%0.92%Q4 2019Q4 20191
Trexquant Investment LP 110.01%0.01%0.01%Q2 2023Q2 20231
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q1 2021Q1 20211
IAG Wealth Partners, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Canton Hathaway, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
BECK CAPITAL MANAGEMENT, LLC 110.17%0.17%0.17%Q3 2016Q3 20161
Commonwealth Financial Services, LLC 110.31%0.31%0.31%Q3 2023Q3 20231
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Hamilton Wealth, LLC 110.24%0.24%0.24%Q1 2022Q1 20221
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
FIRST FINANCIAL EQUITY CORPORATION 110.16%0.16%0.16%Q1 2017Q1 20171
DRIVE WEALTH MANAGEMENT, LLC 110.52%0.52%0.52%Q4 2022Q4 20221
Keystone Wealth Services, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Clear Perspective Advisors, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
OLD MISSION CAPITAL, LLC 110.53%0.53%0.53%Q4 2020Q4 20201
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
AlphaStar Capital Management, LLC 110.10%0.10%0.10%Q2 2019Q2 20191
Lake Point Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
Wright Fund Management, LLC 110.42%0.42%0.42%Q3 2023Q3 20231
Alpine Group USVI, LLC 110.10%0.10%0.10%Q2 2017Q2 20171
Parallax Volatility Advisers, L.P. 110.00%0.00%0.00%Q4 2018Q4 20181
Tanager Wealth Management LLP 110.05%0.05%0.05%Q4 2022Q4 20221
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
MATHER GROUP, LLC. 110.01%0.01%0.01%Q1 2022Q1 20221
Yorktown Management & Research Co Inc 110.06%0.06%0.06%Q1 2018Q1 20181
Renasant Bank 110.33%0.33%0.33%Q4 2020Q4 20201
Twin Lakes Capital Management, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Foster Victor Wealth Advisors, LLC 110.05%0.05%0.05%Q3 2021Q3 20211
N.E.W. Advisory Services LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Placemark Investments, Inc. 110.01%0.01%0.01%Q3 2014Q3 20141
Merrion Investment Management Co, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
PFS INVESTMENTS INC. 110.20%0.20%0.20%Q1 2022Q1 20221
Strategic Investment Solutions, Inc. /IL 110.00%0.00%0.00%Q3 2023Q3 20231
GeoWealth Management, LLC 110.90%0.90%0.90%Q1 2022Q1 20221
MOODY NATIONAL BANK TRUST DIVISION 110.00%0.00%0.00%Q1 2019Q1 20191
Questar Asset Management, Inc. 110.39%0.39%0.39%Q4 2018Q4 20181
J2 Capital Management Inc 110.41%0.41%0.41%Q2 2023Q2 20231
PRINCIPAL FINANCIAL GROUP INC 110.00%0.00%0.00%Q4 2018Q4 20181
AWM CAPITAL, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
Piscataqua Savings Bank 110.02%0.02%0.02%Q3 2023Q3 20231
Inscription Capital, LLC 110.08%0.08%0.08%Q2 2021Q2 20211
NBC SECURITIES, INC. 110.13%0.13%0.13%Q3 2023Q3 20231
WASHINGTON TRUST Co 110.00%0.00%0.00%Q3 2021Q3 20211
Ignite Planners, LLC 110.66%0.66%0.66%Q4 2021Q4 20211
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.02%0.02%0.02%Q2 2018Q2 20181
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Peak Capital Management LLC 111.24%1.24%1.24%Q2 2017Q2 20171
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Farmers & Merchants Trust Co of Chambersburg PA 110.01%0.01%0.01%Q2 2021Q2 20211
Red Door Wealth Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Hills Bank & Trust Co 110.03%0.03%0.03%Q4 2020Q4 20201
Bell Bank 110.04%0.04%0.04%Q4 2022Q4 20221
Warren Street Wealth Advisors, LLC 110.45%0.45%0.45%Q2 2023Q2 20231
Headlands Technologies LLC 110.00%0.00%0.00%Q1 2023Q1 20231
MCF Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Guidance Point Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
W.G. Shaheen & Associates DBA Whitney & Co 110.02%0.02%0.02%Q3 2018Q3 20181
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 110.00%0.00%0.00%Q4 2019Q4 20191
Schonfeld Strategic Advisors LLC 110.03%0.03%0.03%Q2 2023Q2 20231
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Stegent Equity Advisors, Inc. 110.23%0.23%0.23%Q1 2022Q1 20221
Syntal Capital Partners, LLC 110.13%0.13%0.13%Q1 2019Q1 20191
Lowe Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Covenant Multifamily Offices, LLC 110.07%0.07%0.07%Q3 2015Q3 20151
CAPITAL ONE, NATIONAL ASSOCIATION 110.14%0.14%0.14%Q4 2019Q4 20191
GFS Advisors, LLC 110.09%0.09%0.09%Q1 2016Q1 20161
Eukles Asset Management 110.07%0.07%0.07%Q2 2020Q2 20201
NVWM, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Glassman Wealth Services 110.01%0.01%0.01%Q4 2021Q4 20211
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Strategic Wealth Investment Group, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
McClarren Financial Advisors, Inc. 110.03%0.03%0.03%Q2 2021Q2 20211
Redhawk Wealth Advisors, Inc. 110.56%0.56%0.56%Q2 2020Q2 20201
Blue Trust, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Independent Advisor Alliance 110.08%0.08%0.08%Q4 2019Q4 20191
Hanson & Doremus Investment Management 110.05%0.05%0.05%Q1 2023Q1 20231
Crewe Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Paloma Partners Management Co 110.01%0.01%0.01%Q4 2019Q4 20191
Steward Financial Group LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
TCWP LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Tuttle Capital Management, LLC 110.18%0.18%0.18%Q2 2021Q2 20211
Kessler Investment Group, LLC 110.16%0.16%0.16%Q3 2013Q3 20131
Chesley Taft & Associates LLC 110.02%0.02%0.02%Q1 2018Q1 20181
Sciencast Management LP 110.12%0.12%0.12%Q2 2017Q2 20171
MUFG Americas Holdings Corp 110.01%0.01%0.01%Q2 2020Q2 20201
CONTINUUM WEALTH ADVISORS, LLC 111.71%1.71%1.71%Q4 2022Q4 20221
Winch Advisory Services, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
PROVENCE WEALTH MANAGEMENT GROUP 110.01%0.01%0.01%Q3 2023Q3 20231
Mid-American Wealth Advisory Group, Inc. 113.57%3.57%3.57%Q3 2023Q3 20231
Weatherstone Capital Management 110.67%0.67%0.67%Q4 2017Q4 20171
Investmark Advisory Group LLC 110.34%0.34%0.34%Q3 2022Q3 20221
Sterling Investment Advisors, Ltd. 110.06%0.06%0.06%Q1 2018Q1 20181
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
CNO Financial Group, Inc. 1110.83%10.83%10.83%Q1 2018Q1 20181
ALBION FINANCIAL GROUP /UT 110.00%0.00%0.00%Q3 2022Q3 20221
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Paragon Capital Management Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
ORG Partners LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Truvestments Capital LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Apriem Advisors 110.06%0.06%0.06%Q1 2016Q1 20161
Wealth Enhancement & Preservation of GA, LLC 110.33%0.33%0.33%Q4 2019Q4 20191
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
External links

This page lists all the filers that currently own FIRST TR EXCH TRADED FD III or have owned FIRST TR EXCH TRADED FD III in the past.