FIRST TR EXCHANGE TRAD FD VI shareholder history

Current and past FIRST TR EXCHANGE TRAD FD VI shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
LPL Financial LLC 39390.00%0.04%0.23%Q1 2014Q3 202339
ROYAL BANK OF CANADA 39390.00%0.01%0.04%Q1 2014Q3 202339
MORGAN STANLEY 39390.00%0.02%0.08%Q1 2014Q3 202339
WELLS FARGO & COMPANY/MN 38380.00%0.04%0.23%Q2 2014Q3 202338
STIFEL FINANCIAL CORP 19190.00%0.02%0.09%Q1 2014Q3 202338
ENVESTNET ASSET MANAGEMENT INC 3430.00%0.01%0.03%Q1 2014Q3 202337
UBS Group AG 36360.00%0.02%0.08%Q4 2014Q3 202336
Brinker Capital Investments, LLC 35350.00%0.24%1.15%Q2 2014Q4 202235
Cetera Advisor Networks LLC 35350.00%0.06%0.36%Q1 2015Q3 202335
BANK OF AMERICA CORP /DE/ 2870.00%0.00%0.00%Q3 2014Q3 202335
SNS Financial Group, LLC 34340.03%0.28%0.73%Q3 2014Q4 202234
IFP Advisors, Inc 17140.00%0.16%0.77%Q4 2015Q3 202331
Creative Planning 3010.00%0.00%0.01%Q3 2015Q3 202331
AllSquare Wealth Management LLC 2531.15%2.81%3.84%Q3 2016Q3 202328
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1110.00%0.00%0.00%Q4 2013Q3 202328
RAYMOND JAMES & ASSOCIATES 1310.00%0.01%0.03%Q2 2014Q3 202328
CITIGROUP INC 1710.00%0.00%0.01%Q2 2014Q3 202328
Janney Montgomery Scott LLC 1330.00%0.04%0.16%Q3 2014Q3 202326
Cambridge Investment Research Advisors, Inc. 2310.00%0.05%0.20%Q3 2014Q3 202326
JANE STREET GROUP, LLC 910.00%0.00%0.02%Q2 2015Q3 202325
Geneos Wealth Management Inc. 24240.00%0.00%0.01%Q1 2016Q4 202124
LADENBURG THALMANN FINANCIAL SERVICES INC. 24240.00%0.01%0.03%Q1 2014Q4 201924
BENJAMIN F. EDWARDS & COMPANY, INC. 1110.00%0.13%0.62%Q2 2015Q3 202323
D.A. DAVIDSON & CO. 13100.00%0.02%0.04%Q2 2014Q3 202323
Csenge Advisory Group 23230.10%0.75%1.00%Q1 2018Q3 202323
Stratos Wealth Partners, LTD. 1060.01%0.06%0.66%Q2 2016Q3 202322
Financial Enhancement Group LLC 22220.04%0.13%0.33%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.06%0.18%Q3 2018Q3 202321
Clarus Wealth Advisors 1470.04%0.43%0.59%Q4 2017Q2 202321
Steward Partners Investment Advisory, LLC 20200.00%0.06%0.20%Q4 2018Q3 202320
Raymond James Financial Services Advisors, Inc. 1310.00%0.04%0.11%Q3 2015Q3 202320
NEXT Financial Group, Inc 1110.00%0.00%0.01%Q2 2014Q4 202120
COMERICA SECURITIES INC 19190.48%0.91%1.84%Q2 2014Q4 201819
CWM, LLC 1080.00%0.07%0.29%Q1 2019Q3 202318
First Horizon Advisors, Inc. 1350.00%0.41%2.87%Q4 2013Q2 201818
OneDigital Investment Advisors LLC 920.00%0.02%0.07%Q2 2017Q3 202318
UNITED SERVICES AUTOMOBILE ASSOCIATION 18180.00%0.03%0.06%Q1 2015Q2 201918
Prospera Financial Services Inc 1110.01%0.23%0.88%Q2 2014Q3 202318
Mutual Advisors, LLC 1710.02%0.20%0.79%Q3 2018Q3 202318
PNC FINANCIAL SERVICES GROUP, INC. 1440.00%0.00%0.00%Q1 2015Q3 202318
Koshinski Asset Management, Inc. 1010.06%0.17%0.36%Q1 2018Q3 202317
Darwin Wealth Management, LLC 1010.00%1.35%3.82%Q2 2016Q3 202317
Cetera Advisors LLC 1060.00%0.10%0.57%Q3 2018Q3 202317
Tower Research Capital LLC (TRC) 750.00%0.00%0.01%Q1 2014Q3 202317
WEALTHSOURCE PARTNERS, LLC 1020.05%0.19%0.76%Q1 2018Q3 202317
Hilltop Holdings Inc. 1010.08%0.15%0.19%Q1 2015Q3 202316
Atria Investments, Inc 1150.03%0.08%0.16%Q4 2015Q2 202316
COMERICA SECURITIES,INC. 1330.14%0.39%0.49%Q1 2019Q3 202316
First Heartland Consultants, Inc. 1150.09%0.31%0.73%Q3 2014Q3 202316
Orion Portfolio Solutions, LLC 16160.04%0.06%0.22%Q4 2019Q3 202316
AE Wealth Management LLC 1060.01%0.04%0.13%Q3 2018Q3 202316
MARINER INDEPENDENT ADVISOR NETWORK, LLC 910.02%0.09%0.18%Q2 2018Q3 202216
MML INVESTORS SERVICES, LLC 1240.00%0.02%0.07%Q3 2018Q3 202316
Jaffetilchin Investment Partners, LLC 1210.04%0.22%0.43%Q2 2018Q3 202316
Pinnacle Bancorp, Inc. 1410.00%0.01%0.01%Q1 2017Q1 202215
OSAIC HOLDINGS, INC. 15150.00%0.06%0.18%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.02%0.04%Q2 2016Q4 201915
Sigma Planning Corp 1220.01%0.14%0.46%Q3 2019Q3 202314
Arkadios Wealth Advisors 1220.00%0.39%1.09%Q4 2019Q3 202314
DAVENPORT & Co LLC 1040.00%0.01%0.03%Q2 2016Q3 202314
WFG Advisors, LP 14140.00%0.06%0.10%Q1 2014Q2 201714
AVANTAX ADVISORY SERVICES, INC. 1110.00%0.03%0.06%Q4 2019Q3 202314
JPMORGAN CHASE & CO 410.00%0.00%0.00%Q1 2014Q3 202314
OLD MISSION CAPITAL LLC 310.02%0.11%0.46%Q4 2014Q3 202214
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 910.00%0.00%0.01%Q3 2014Q3 202314
CHIRON CAPITAL MANAGEMENT, LLC 13130.16%0.65%1.21%Q3 2020Q3 202313
Sargent Investment Group, LLC 13130.29%1.10%1.70%Q3 2020Q3 202313
HL FINANCIAL SERVICES LLC 13130.01%0.06%0.08%Q3 2014Q3 201713
GPS Wealth Strategies Group, LLC 13130.21%0.48%0.80%Q3 2020Q3 202313
First Allied Advisory Services, Inc. 1210.01%0.04%0.06%Q3 2014Q3 202013
Gradient Investments LLC 910.00%0.00%0.00%Q3 2015Q3 202313
Private Advisor Group, LLC 1110.00%0.06%0.20%Q4 2019Q3 202313
RFG Advisory, LLC 940.02%0.14%0.25%Q1 2019Q3 202313
Snowden Capital Advisors LLC 810.01%0.04%0.10%Q1 2019Q3 202313
Kestra Advisory Services, LLC 13130.02%0.16%0.45%Q3 2020Q3 202313
Global Retirement Partners, LLC 720.00%0.03%0.10%Q4 2016Q3 202313
COMMONWEALTH EQUITY SERVICES, LLC 13130.01%0.06%0.13%Q3 2020Q3 202313
Capital Analysts, LLC 13130.00%0.01%0.03%Q3 2020Q3 202313
Capital Investment Advisory Services, LLC 940.00%0.03%0.06%Q4 2018Q2 202313
Continuum Advisory, LLC 840.04%0.29%0.69%Q4 2018Q4 202212
Cornerstone Wealth Management, LLC 720.02%0.24%0.68%Q2 2018Q3 202312
Proficio Capital Partners LLC 12120.00%0.23%0.84%Q4 2015Q3 201812
TRUIST FINANCIAL CORP 12120.00%0.02%0.06%Q4 2020Q3 202312
FLOW TRADERS U.S. LLC 1110.01%0.08%0.37%Q2 2020Q2 202312
GREAT VALLEY ADVISOR GROUP, INC. 12120.01%0.12%0.56%Q3 2020Q2 202312
INSPIRION WEALTH ADVISORS, LLC 12120.19%0.87%2.01%Q4 2020Q3 202312
CREATIVE FINANCIAL DESIGNS INC /ADV 620.00%0.03%0.10%Q4 2016Q3 202312
Walkner Condon Financial Advisors LLC 720.19%1.14%1.81%Q4 2019Q3 202312
HighTower Advisors, LLC 1110.00%0.01%0.02%Q4 2018Q3 202312
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 12120.01%0.15%0.36%Q4 2020Q3 202312
OPPENHEIMER & CO INC 1020.02%0.11%0.24%Q2 2016Q3 202312
Andesa Financial Management Inc. 11110.21%1.67%2.72%Q3 2020Q1 202311
Advisory Services Network, LLC 1010.00%0.03%0.06%Q4 2020Q3 202311
Efficient Market Advisors, LLC 11110.04%2.95%5.50%Q2 2014Q4 201611
Cetera Investment Advisers 1010.01%0.09%0.27%Q4 2020Q3 202311
Cadent Capital Advisors, LLC 11110.67%1.19%2.28%Q1 2021Q3 202311
Financial Advocates Investment Management 11110.06%0.32%0.43%Q1 2021Q3 202311
IHT Wealth Management, LLC 11110.03%0.09%0.19%Q1 2021Q3 202311
MSI Financial Services Inc 11110.00%0.00%0.01%Q2 2014Q4 201611
Rockefeller Capital Management L.P. 11110.00%0.01%0.02%Q1 2021Q3 202311
US BANCORP \DE\ 1010.00%0.00%0.00%Q4 2018Q3 202311
Strategic Blueprint, LLC 1010.01%0.17%0.30%Q3 2019Q3 202311
Transamerica Financial Advisors, Inc. 710.00%0.18%1.21%Q3 2017Q3 202311
Stonebridge Financial Planning Group, LLC 11110.12%0.54%0.97%Q4 2020Q2 202311
Baird Financial Group, Inc. 11110.00%0.02%0.08%Q1 2021Q3 202311
VisionPoint Advisory Group, LLC 11110.59%2.19%4.22%Q1 2021Q3 202311
FLAGSHIP HARBOR ADVISORS, LLC 11110.04%0.16%0.30%Q1 2021Q3 202311
Integrated Wealth Concepts LLC 11110.01%0.04%0.14%Q1 2021Q3 202311
MTM Investment Management, LLC 11110.20%0.51%0.74%Q1 2021Q3 202311
Parallel Advisors, LLC 650.00%0.00%0.01%Q4 2016Q1 202311
Quad-Cities Investment Group, LLC 11110.46%1.73%2.93%Q1 2021Q3 202311
J.W. COLE ADVISORS, INC. 10100.02%0.10%0.27%Q2 2021Q3 202310
TrueWealth Advisors, LLC 10100.09%0.87%2.71%Q2 2021Q3 202310
HHM Wealth Advisors, LLC 10100.02%0.06%0.10%Q2 2021Q3 202310
Claro Advisors LLC 10100.06%0.17%0.29%Q2 2021Q3 202310
Visionary Asset Management, Inc. 510.07%0.27%0.62%Q1 2014Q2 201810
TSFG, LLC 10100.01%0.05%0.07%Q2 2021Q3 202310
Karp Capital Management Corp 10100.82%1.73%4.16%Q2 2020Q3 202210
NewEdge Advisors, LLC 910.00%0.04%0.10%Q2 2017Q3 202310
Equitable Holdings, Inc. 10100.01%0.02%0.02%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.28%0.78%Q1 2021Q3 202310
B. Riley Wealth Advisors, Inc. 10100.02%0.06%0.12%Q2 2021Q3 202310
HAYS ADVISORY LLC 514.20%6.05%9.69%Q1 2014Q2 201810
WEDBUSH SECURITIES INC 10100.02%0.05%0.10%Q2 2021Q3 202310
COZAD ASSET MANAGEMENT INC 10100.03%0.20%0.44%Q2 2021Q3 202310
MRA Advisory Group 10101.74%2.55%3.21%Q2 2021Q3 202310
Allworth Financial LP 910.00%0.00%0.00%Q4 2018Q3 202310
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 10100.10%0.47%0.96%Q2 2021Q3 202310
Cherry Creek Investment Advisors, Inc. 10100.42%0.67%0.85%Q2 2021Q3 202310
Aft, Forsyth & Sober, LLC 10100.40%0.62%0.81%Q2 2021Q3 202310
AlphaMark Advisors, LLC 10100.03%0.08%0.15%Q2 2021Q3 202310
Western Wealth Management, LLC 820.11%0.32%0.74%Q1 2021Q3 202310
STEPHENS INC /AR/ 10100.00%0.10%0.20%Q2 2021Q3 202310
American Portfolios Advisors 520.00%0.03%0.09%Q4 2017Q3 202210
Good Life Advisors, LLC 10100.07%1.84%3.64%Q2 2021Q3 202310
Vestmark Advisory Solutions, Inc. 10100.07%0.16%0.24%Q1 2021Q2 202310
FDx Advisors, Inc. 10100.01%0.12%0.27%Q2 2021Q3 202310
Petix & Botte Co 730.29%5.02%6.78%Q1 2021Q3 202310
Gladstone Institutional Advisory LLC 10100.19%0.50%0.98%Q2 2021Q3 202310
Financial Partners Group, Inc 10100.39%3.44%6.00%Q2 2021Q3 202310
Crumly & Associates Inc. 631.47%2.99%6.44%Q2 2021Q3 20239
KESTRA PRIVATE WEALTH SERVICES, LLC 810.06%0.11%0.18%Q1 2021Q3 20239
GeoWealth Management, LLC 990.00%0.19%0.34%Q3 2021Q3 20239
Waterfront Wealth Inc. 990.17%0.69%1.08%Q3 2021Q3 20239
Magnus Financial Group LLC 990.06%0.87%3.57%Q3 2021Q3 20239
RiverTree Advisors, LLC 991.15%2.23%2.99%Q1 2021Q1 20239
Raab & Moskowitz Asset Management LLC 990.53%0.65%0.82%Q3 2021Q3 20239
COMERICA BANK 810.00%0.00%0.02%Q1 2015Q3 20239
Castleview Partners, LLC 810.00%0.10%0.30%Q2 2021Q3 20239
tru Independence LLC 710.00%0.26%0.40%Q4 2020Q3 20239
Kovack Advisors, Inc. 990.07%0.17%0.22%Q3 2021Q3 20239
Corundum Group, Inc. 990.69%1.00%1.58%Q3 2021Q3 20239
Accel Wealth Management 990.05%0.44%0.68%Q3 2021Q3 20239
PSI Advisors, LLC 990.00%0.94%1.82%Q3 2021Q3 20239
Renaissance Technologies 540.00%0.00%0.01%Q2 2021Q3 20239
AMERICAN INTERNATIONAL GROUP, INC. 990.00%0.00%0.00%Q1 2014Q1 20169
FIRST UNITED BANK & TRUST 990.27%0.57%1.00%Q3 2021Q3 20239
Brookstone Capital Management 710.01%0.02%0.07%Q3 2021Q3 20238
Castle Rock Wealth Management, LLC 880.16%1.85%3.72%Q2 2021Q1 20238
PCG Wealth Advisors, LLC 885.11%8.35%11.93%Q4 2021Q3 20238
Visionary Wealth Advisors 880.02%0.08%0.17%Q4 2021Q3 20238
Stratos Wealth Advisors, LLC 880.02%0.07%0.13%Q2 2021Q1 20238
BENJAMIN EDWARDS INC 410.01%0.03%0.06%Q1 2020Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.01%0.03%Q4 2021Q3 20238
Secure Asset Management, LLC 880.33%0.78%1.49%Q3 2020Q2 20228
WealthCare Investment Partners, LLC 880.91%2.43%3.43%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 610.15%0.31%0.59%Q1 2021Q3 20238
Ameritas Advisory Services, LLC 880.10%0.26%0.40%Q4 2021Q3 20238
WMG Financial Advisors, LLC 880.38%0.49%0.59%Q4 2021Q3 20238
GDS Wealth Management 880.15%1.99%5.04%Q4 2021Q3 20238
Virtu KCG Holdings LLC 510.01%0.01%0.02%Q2 2014Q2 20178
Virtue Capital Management, LLC 880.08%0.10%0.13%Q4 2021Q3 20238
Morton Brown Family Wealth, LLC 880.21%0.64%1.01%Q4 2021Q3 20238
Wealthcare Advisory Partners LLC 610.00%0.02%0.04%Q1 2020Q2 20238
Interchange Capital Partners, LLC 880.50%0.78%1.13%Q4 2021Q3 20238
Holistic Financial Partners 880.27%2.96%4.62%Q4 2021Q3 20238
Jacobi Capital Management LLC 530.00%0.03%0.05%Q1 2021Q2 20238
SHELTON WEALTH MANAGEMENT, LLC 885.02%5.87%6.74%Q4 2021Q3 20238
ATWOOD & PALMER INC 882.44%4.22%5.10%Q1 2021Q4 20228
MILLENNIUM MANAGEMENT LLC 880.00%0.01%0.01%Q3 2016Q2 20188
National Wealth Management Group, LLC 880.27%3.67%6.44%Q4 2021Q3 20238
ACG Wealth 880.10%0.19%0.30%Q3 2020Q2 20228
PROFFITT & GOODSON INC 880.00%0.00%0.00%Q4 2021Q3 20238
True Link Financial Advisors, LLC 880.00%0.15%0.25%Q4 2021Q3 20238
Global Financial Private Capital, Inc 880.00%0.12%0.64%Q2 2018Q1 20208
Apollon Wealth Management, LLC 880.02%0.06%0.18%Q4 2021Q3 20238
Integrated Investment Consultants, LLC 710.01%0.01%0.01%Q1 2016Q1 20188
Larson Financial Group LLC 880.00%0.01%0.01%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.28%0.41%0.74%Q4 2021Q3 20238
Capital Wealth Alliance, LLC 880.17%0.58%1.23%Q4 2021Q3 20238
Avior Wealth Management, LLC 710.00%0.01%0.02%Q2 2019Q3 20238
Objective Capital Management, LLC 880.32%0.62%1.00%Q4 2021Q3 20238
UNITED CAPITAL FINANCIAL ADVISORS, LLC 770.00%0.01%0.01%Q1 2015Q3 20167
WCG Wealth Advisors LLC 660.02%0.77%2.62%Q2 2022Q3 20237
PURSUE WEALTH PARTNERS LLC 770.14%0.42%0.84%Q4 2021Q2 20237
StrongBox Wealth, LLC 430.15%0.38%0.77%Q1 2022Q4 20237
KRAEMATON INVESTMENT ADVISORS, INC 770.23%0.49%0.94%Q4 2021Q2 20237
Almanack Investment Partners, LLC. 610.04%0.10%0.15%Q3 2017Q3 20227
Hexagon Capital Partners LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Moors & Cabot, Inc. 770.04%0.07%0.12%Q1 2022Q3 20237
Clear Perspectives Financial Planning, LLC 771.19%1.86%2.66%Q2 2021Q4 20227
Ballew Advisors, Inc 770.17%0.35%0.58%Q4 2021Q2 20237
MJP ASSOCIATES INC /ADV 770.40%0.76%0.86%Q4 2021Q2 20237
FLAGSTAR ADVISORS INC 770.28%0.46%0.60%Q1 2022Q3 20237
LEVEL FOUR ADVISORY SERVICES, LLC 310.01%0.13%0.76%Q4 2020Q3 20237
Pinnacle Family Advisors, LLC 770.40%0.62%0.90%Q1 2022Q3 20237
Delos Wealth Advisors, LLC 770.00%0.00%0.03%Q2 2021Q4 20227
Sandy Spring Bank 770.00%0.00%0.00%Q1 2022Q3 20237
WINTRUST INVESTMENTS LLC 770.10%0.24%0.44%Q3 2016Q1 20187
Tyler-Stone Wealth Management 520.06%0.13%0.24%Q4 2021Q3 20237
Citadel Advisors 210.00%0.00%0.00%Q1 2018Q3 20237
FWL INVESTMENT MANAGEMENT, LLC 610.00%3.39%5.02%Q1 2021Q3 20237
Cassia Capital Partners, LLC 614.01%4.74%6.07%Q2 2021Q1 20237
Laurel Wealth Advisors, Inc. 520.54%0.81%1.23%Q1 2021Q4 20227
Atria Wealth Solutions, Inc. 770.15%0.30%0.48%Q1 2022Q3 20237
BKA Wealth Consulting, Inc. 770.66%3.01%5.60%Q1 2022Q3 20237
Independent Wealth Network Inc. 770.14%0.24%0.34%Q1 2022Q3 20237
E&G Advisors, LP 770.39%0.81%1.06%Q1 2022Q3 20237
Solitude Financial Services 771.12%2.30%2.72%Q1 2022Q3 20237
COLUMBIA ADVISORY PARTNERS LLC 770.33%0.51%0.73%Q1 2022Q3 20237
Key Client Fiduciary Advisors, LLC 770.18%0.25%0.32%Q4 2021Q2 20237
Waverton Investment Management Ltd 770.07%0.13%0.15%Q1 2022Q3 20237
Flaharty Asset Management, LLC 770.51%1.81%2.89%Q1 2022Q3 20237
HARBOR INVESTMENT ADVISORY, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Semmax Financial Advisors Inc. 770.00%0.01%0.02%Q4 2018Q2 20207
TAP Consulting, LLC 770.76%1.28%1.50%Q1 2022Q3 20237
SILVER OAK SECURITIES, INCORPORATED 770.08%0.17%0.58%Q1 2022Q3 20237
HBW ADVISORY SERVICES LLC 770.14%0.42%0.70%Q1 2022Q3 20237
COLDSTREAM CAPITAL MANAGEMENT INC 310.01%0.29%0.47%Q2 2021Q2 20237
BOKF, NA 430.00%0.00%0.01%Q4 2021Q3 20237
EPG Wealth Management LLC 770.35%0.46%0.60%Q1 2022Q3 20237
Keystone Financial Group 770.05%0.20%0.52%Q2 2021Q4 20227
MGO ONE SEVEN LLC 510.00%0.02%0.04%Q4 2018Q3 20237
Simplicity Solutions, LLC 330.01%0.02%0.04%Q2 2018Q4 20196
FIFTH THIRD BANCORP 660.00%0.00%0.00%Q1 2022Q2 20236
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 660.09%0.13%0.16%Q2 2022Q3 20236
Key FInancial Inc 660.01%0.02%0.04%Q2 2022Q3 20236
Aspire Private Capital, LLC 510.00%0.00%0.01%Q4 2018Q3 20236
IFG Advisory, LLC 660.03%0.06%0.12%Q2 2021Q3 20226
MAGNOLIA CAPITAL ADVISORS LLC 510.73%1.33%2.25%Q2 2021Q3 20236
CreativeOne Wealth, LLC 660.02%0.03%0.03%Q1 2022Q2 20236
Braun-Bostich & Associates Inc. 660.64%1.06%1.68%Q1 2022Q2 20236
Elevated Capital Advisors, LLC 310.75%0.92%1.08%Q1 2021Q1 20236
Blue Edge Capital, LLC 420.88%0.97%1.08%Q2 2014Q4 20166
Global Wealth Management Investment Advisory, Inc. 660.00%0.00%0.01%Q4 2018Q1 20206
Mayflower Financial Advisors, LLC 660.03%0.03%0.04%Q2 2022Q3 20236
Americana Partners, LLC 660.07%0.09%0.11%Q2 2022Q3 20236
Beaumont Financial Partners, LLC 660.85%1.02%1.14%Q1 2021Q2 20226
Fortress Wealth Group, LLC 660.20%2.64%5.73%Q2 2021Q3 20226
Cambridge Advisors Inc. 660.10%0.12%0.14%Q2 2022Q3 20236
Integrated Wealth Management 660.00%0.00%0.00%Q2 2015Q3 20166
Ausdal Financial Partners, Inc. 660.11%0.13%0.16%Q2 2022Q3 20236
BAKER TILLY WEALTH MANAGEMENT, LLC 660.02%0.04%0.05%Q2 2022Q3 20236
TD Waterhouse Canada Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
ASSETMARK, INC 210.00%0.00%0.00%Q1 2015Q3 20236
Valmark Advisers, Inc. 660.20%0.22%0.24%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.01%0.02%0.05%Q2 2022Q3 20236
Integrated Advisors Network LLC 660.01%0.02%0.02%Q2 2022Q3 20236
Ignite Planners, LLC 660.24%0.91%1.49%Q4 2021Q1 20236
Regal Investment Advisors LLC 660.00%0.00%0.01%Q2 2014Q3 20156
U.S. Capital Wealth Advisors, LLC 660.01%0.03%0.07%Q2 2022Q3 20236
Clearview Wealth Advisors LLC 660.01%0.01%0.02%Q1 2022Q2 20236
StoneX Group Inc. 330.03%0.04%0.05%Q2 2021Q3 20236
AdvisorNet Financial, Inc 330.00%0.02%0.05%Q1 2022Q3 20236
Quantitative Advantage, LLC 660.27%0.39%0.48%Q4 2021Q1 20236
FMR LLC 510.00%0.00%0.00%Q3 2019Q3 20236
SIMPLEX TRADING, LLC 420.00%0.00%0.00%Q4 2020Q4 20226
Quantum Private Wealth, LLC 660.10%0.14%0.17%Q1 2022Q2 20236
Dynamic Advisor Solutions LLC 420.01%0.05%0.10%Q2 2016Q1 20236
ADIRONDACK TRUST CO 660.01%0.01%0.01%Q2 2022Q3 20236
Sterling Manor Financial, LLC 660.64%5.28%11.97%Q1 2021Q2 20226
Birch Hill Investment Advisors LLC 550.02%0.02%0.02%Q2 2021Q2 20225
Newbridge Financial Services Group, Inc. 550.01%0.02%0.02%Q2 2022Q2 20235
Cresset Asset Management, LLC 550.00%0.01%0.03%Q3 2022Q3 20235
Savior LLC 410.00%0.00%0.00%Q2 2021Q1 20235
Miracle Mile Advisors, LLC 410.49%3.58%14.30%Q2 2014Q3 20235
Lindbrook Capital, LLC 550.03%0.14%0.55%Q4 2021Q4 20225
Spire Wealth Management 550.01%0.05%0.12%Q1 2021Q1 20225
Hedeker Wealth, LLC 550.10%0.86%1.52%Q1 2022Q1 20235
Mariner, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
Global Assets Advisory, LLC 550.60%0.70%0.79%Q3 2022Q3 20235
Wolf Group Capital Advisors 550.13%2.24%3.04%Q3 2022Q3 20235
Wagner Wealth Management, LLC 320.01%0.02%0.02%Q2 2021Q3 20225
Advisor Resource Council 550.35%0.51%0.84%Q2 2021Q2 20225
PACIFIC CAPITAL WEALTH ADVISORS, INC 550.18%0.30%0.44%Q1 2021Q1 20225
CENTAURUS FINANCIAL, INC. 550.02%0.03%0.04%Q1 2022Q1 20235
Gupta Wealth Management LLC 550.21%0.33%0.56%Q1 2015Q1 20165
Genesee Capital Advisors, LLC 550.13%3.11%3.97%Q1 2022Q1 20235
CAPTRUST FINANCIAL ADVISORS 210.00%0.00%0.01%Q3 2017Q3 20235
Foundations Investment Advisors, LLC 320.01%0.06%0.13%Q2 2022Q3 20235
Arete Wealth Advisors, LLC 550.04%0.18%0.27%Q2 2022Q2 20235
Rehmann Capital Advisory Group 550.06%0.21%0.33%Q3 2022Q3 20235
THOROUGHBRED FINANCIAL SERVICES, LLC 410.03%0.04%0.05%Q1 2022Q2 20235
GHP Investment Advisors, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Leelyn Smith, LLC 550.00%0.02%0.07%Q4 2021Q4 20225
BB&T INVESTMENT SERVICES, INC. 550.00%0.00%0.00%Q4 2016Q4 20175
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 550.02%0.08%0.14%Q3 2021Q3 20225
Choice Wealth Advisors, LLC 553.06%3.40%3.96%Q3 2022Q3 20235
Icon Wealth Partners, LLC 550.02%0.07%0.16%Q2 2021Q2 20225
Strid Group, LLC 320.24%0.49%1.24%Q3 2016Q3 20225
UMB Bank, n.a. 550.01%0.01%0.01%Q4 2021Q4 20225
Patriot Financial Group Insurance Agency, LLC 310.00%0.01%0.01%Q4 2016Q2 20224
Triumph Capital Management 310.12%0.14%0.17%Q2 2021Q3 20234
Belvedere Trading LLC 330.00%0.01%0.01%Q1 2022Q3 20224
Capital Market Strategies LLC 440.23%0.25%0.27%Q1 2022Q4 20224
Integrity Advisory, LLC 440.44%0.51%0.61%Q1 2022Q4 20224
Gateway Wealth Partners, LLC 440.07%0.09%0.11%Q4 2022Q3 20234
Sowell Financial Services LLC 110.00%0.03%0.11%Q1 2020Q1 20234
WASHINGTON TRUST Co 440.00%0.00%0.00%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.04%0.07%0.12%Q4 2022Q3 20234
Concorde Asset Management, LLC 440.21%0.35%0.47%Q3 2018Q2 20194
STERNE AGEE GROUP, INC. 440.06%0.07%0.09%Q2 2014Q1 20154
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
RAYMOND JAMES TRUST N.A. 440.01%0.01%0.01%Q4 2022Q3 20234
Accuvest Global Advisors 440.60%1.13%1.48%Q2 2018Q1 20194
WEALTH EFFECTS LLC 440.17%0.24%0.30%Q4 2021Q3 20224
BBVA USA Bancshares, Inc. 440.04%0.06%0.07%Q2 2014Q1 20154
MERCER GLOBAL ADVISORS INC /ADV 440.00%0.00%0.01%Q4 2022Q3 20234
Mainsail Financial Group, LLC 445.39%5.65%5.91%Q4 2022Q3 20234
SlateStone Wealth, LLC 440.38%1.01%1.69%Q4 2022Q3 20234
DAYMARK WEALTH PARTNERS, LLC 440.04%0.41%1.45%Q4 2022Q3 20234
CASCADE INVESTMENT GROUP, INC. 441.13%1.21%1.29%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.34%0.79%1.31%Q4 2022Q3 20234
KLR INVESTMENT ADVISORS, LLC 442.92%3.06%3.22%Q4 2022Q3 20234
Core Wealth Partners LLC 440.25%0.29%0.33%Q4 2022Q3 20234
Virtu Financial LLC 210.01%0.02%0.03%Q3 2017Q4 20184
Richard W. Paul & Associates, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
CURIAN CAPITAL LLC 440.10%0.20%0.30%Q1 2015Q4 20154
Bickling Financial Services, Inc. 440.28%0.64%0.84%Q1 2022Q4 20224
Israel Discount Bank of New York 440.06%0.07%0.07%Q1 2018Q4 20184
Ameritas Investment Company, LLC 310.00%0.03%0.07%Q4 2018Q3 20214
MANUFACTURERS LIFE INSURANCE COMPANY, THE 440.00%0.00%0.00%Q2 2017Q1 20184
Mattern Wealth Management LLC 440.10%0.24%0.32%Q1 2022Q4 20224
Midwest Heritage Bank, FSB 440.38%1.30%2.02%Q2 2022Q1 20234
LOOMIS SAYLES & CO L P 440.00%0.00%0.00%Q4 2022Q3 20234
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 440.32%0.93%1.50%Q2 2022Q1 20234
ODonnell Financial Services, LLC 444.28%9.33%20.95%Q3 2021Q2 20224
VIAWEALTH, LLC 440.19%0.22%0.25%Q4 2022Q3 20234
NORTHWEST WEALTH MANAGEMENT, LLC 440.11%0.12%0.14%Q4 2022Q3 20234
G&S Capital LLC 440.98%1.89%2.45%Q4 2021Q3 20224
Hochman Cole Investment Advisors, Inc. 440.19%0.31%0.63%Q3 2017Q2 20184
Horan Securities, Inc. 440.00%0.00%0.00%Q3 2022Q2 20234
Moloney Securities Asset Management, LLC 440.07%0.08%0.10%Q1 2022Q4 20224
TKG Advisors, LLC 441.30%2.57%3.19%Q4 2021Q3 20224
FIRST TRUST ADVISORS LP 310.00%0.13%0.19%Q1 2022Q3 20234
Investors Financial Group, LLC 440.24%0.32%0.40%Q1 2021Q4 20214
WIN ADVISORS, INC 440.00%0.03%0.09%Q1 2022Q4 20224
MONEY CONCEPTS CAPITAL CORP 440.00%0.02%0.04%Q1 2022Q4 20224
BROWN ADVISORY INC 440.00%0.00%0.00%Q3 2022Q2 20234
Strategic Financial Concepts, LLC 330.40%0.49%0.63%Q1 2023Q3 20233
NewSquare Capital LLC 330.00%0.01%0.03%Q1 2023Q3 20233
BESSEMER GROUP INC 210.00%0.00%0.00%Q3 2021Q2 20223
Paragon Private Wealth Management, LLC 330.22%0.23%0.24%Q1 2022Q3 20223
Pinnacle Private Wealth, LLC 330.25%0.59%0.83%Q4 2021Q2 20223
AMERIPRISE FINANCIAL INC 210.00%0.00%0.00%Q3 2021Q1 20233
Cape Investment Advisory, Inc. 330.06%0.06%0.06%Q1 2023Q3 20233
Kingsview Wealth Management, LLC 330.03%0.05%0.07%Q2 2022Q4 20223
ABLE Financial Group, LLC 331.40%1.49%1.66%Q1 2023Q3 20233
Private Portfolio Partners LLC 330.06%0.07%0.08%Q1 2022Q3 20223
CoreCap Advisors, LLC 110.00%0.04%0.11%Q4 2021Q4 20223
LINCOLN NATIONAL CORP 330.01%0.01%0.01%Q1 2018Q3 20183
Peterson Wealth Services 330.21%0.22%0.22%Q1 2022Q3 20223
Total Clarity Wealth Management, Inc. 210.01%0.01%0.01%Q3 2021Q2 20223
Coppell Advisory Solutions LLC 210.00%0.01%0.01%Q4 2022Q3 20233
HighTower Trust Company, N.A. 210.04%0.06%0.07%Q2 2022Q1 20233
Prosperity Financial Group, Inc. 332.38%5.56%7.77%Q4 2022Q2 20233
RESOURCES MANAGEMENT CORP /CT/ /ADV 330.00%0.11%0.32%Q1 2023Q3 20233
Sunbelt Securities, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Advisors Preferred, LLC 110.03%0.17%0.27%Q4 2021Q3 20233
Beacon Capital Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
J.P. Morgan Private Wealth Advisors LLC 330.00%0.00%0.00%Q3 2017Q1 20183
Pine Valley Investments Ltd Liability Co 330.02%0.03%0.03%Q1 2023Q3 20233
Mach-1 Financial Group, LLC 210.01%0.03%0.08%Q2 2022Q1 20233
S.C. Financial Services, Inc. 330.85%1.11%1.39%Q2 2022Q4 20223
Onyx Bridge Wealth Group LLC 330.10%0.46%1.19%Q2 2022Q4 20223
ROWLAND CARMICHAEL ADVISORS INC /ADV 330.50%0.54%0.58%Q1 2016Q3 20163
AIFG Consultants Ltd. 330.50%2.39%5.86%Q4 2022Q2 20233
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 330.04%0.05%0.06%Q1 2021Q3 20213
Claraphi Advisory Network, LLC 210.15%0.24%0.33%Q2 2021Q2 20223
Callan Capital, LLC 333.14%3.58%3.92%Q4 2014Q2 20153
SEI INVESTMENTS CO 210.00%0.00%0.00%Q3 2015Q4 20173
UBP Investment Advisors SA 330.08%0.25%0.60%Q3 2021Q1 20223
Concentrum Wealth Management 330.18%0.20%0.22%Q3 2022Q1 20233
DeGreen Capital Management LLC 333.96%6.23%7.55%Q1 2016Q3 20163
SYNOVUS FINANCIAL CORP 210.00%0.01%0.01%Q4 2019Q2 20223
EdgeRock Capital LLC 330.89%1.98%2.80%Q2 2022Q4 20223
ARS Wealth Advisors Group, LLC 330.36%0.37%0.38%Q2 2022Q4 20223
THOMPSON INVESTMENT MANAGEMENT, INC. 330.01%0.01%0.01%Q1 2023Q3 20233
Vontobel Holding Ltd. 330.00%0.00%0.00%Q4 2022Q2 20233
SIGNATUREFD, LLC 110.00%0.00%0.00%Q1 2018Q1 20223
ICA Group Wealth Management, LLC 330.02%0.02%0.02%Q4 2022Q2 20233
MORGAN JESS S & CO INC 333.83%4.31%5.13%Q1 2022Q3 20223
Authentikos Wealth Advisory, LLC 331.29%1.39%1.56%Q1 2023Q3 20233
Nordwand Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Stanford Investment Group, Inc. 330.03%0.04%0.05%Q1 2015Q3 20153
TD Capital Management LLC 330.00%0.00%0.00%Q1 2023Q3 20233
BARRETT & COMPANY, INC. 330.02%0.02%0.02%Q1 2023Q3 20233
Cutter & CO Brokerage, Inc. 210.06%0.07%0.08%Q3 2022Q3 20233
B. Riley Wealth Management, Inc. 210.00%0.04%0.06%Q1 2014Q2 20223
WILLNER & HELLER, LLC 330.43%0.53%0.62%Q2 2022Q4 20223
LAKE STREET PRIVATE WEALTH, LLC 220.13%0.14%0.15%Q3 2019Q4 20192
Tradition Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Legacy Private Trust Co. 110.07%0.49%0.91%Q3 2015Q4 20162
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 220.01%0.02%0.02%Q2 2023Q3 20232
FIRST HAWAIIAN BANK 220.05%0.06%0.07%Q1 2022Q2 20222
Insight Advisors, LLC/ PA 220.12%0.50%0.89%Q4 2020Q1 20212
Voit & Company, LLC 220.38%0.38%0.38%Q4 2018Q1 20192
CALTON & ASSOCIATES, INC. 110.07%0.10%0.13%Q1 2022Q4 20222
Premia Global Advisors, LLC 110.08%0.09%0.11%Q2 2018Q1 20192
Lloyd Advisory Services, LLC. 220.00%0.00%0.00%Q4 2019Q1 20202
FISCHER INVESTMENT STRATEGIES, LLC 220.61%0.65%0.68%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Lansing Street Advisors 220.00%0.00%0.01%Q3 2022Q4 20222
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 220.00%0.00%0.00%Q2 2023Q3 20232
WealthShield Partners, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q3 2022Q3 20232
L.M. KOHN & COMPANY 110.08%0.11%0.14%Q1 2022Q3 20232
SFG Wealth Management, LLC. 220.33%0.36%0.39%Q4 2021Q1 20222
RELIANCE TRUST CO OF DELAWARE 220.09%0.10%0.10%Q4 2018Q1 20192
TOWNSQUARE CAPITAL LLC 220.08%0.08%0.08%Q1 2022Q2 20222
BANK OF MONTREAL /CAN/ 220.00%0.00%0.01%Q2 2023Q3 20232
Covington Capital Management 220.00%0.00%0.00%Q2 2022Q3 20222
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Certified Advisory Corp 220.00%0.00%0.00%Q2 2019Q3 20192
SSI INVESTMENT MANAGEMENT LLC 220.20%0.26%0.32%Q1 2022Q2 20222
MANCHESTER FINANCIAL INC 110.00%0.85%1.70%Q1 2021Q2 20222
Arden Trust Co 220.03%0.04%0.04%Q2 2019Q3 20192
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q4 2022Q3 20232
Atlas Private Wealth Advisors 220.01%0.01%0.01%Q2 2021Q3 20212
Advisory Alpha, LLC 220.01%0.02%0.02%Q2 2023Q3 20232
Lunt Capital Management, Inc. 220.29%0.39%0.50%Q2 2023Q3 20232
Sound Income Strategies, LLC 220.00%0.01%0.01%Q3 2022Q4 20222
Kathmere Capital Management, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
VitalStone Financial, LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Ferguson Shapiro LLC 220.42%1.53%2.64%Q1 2021Q2 20212
Q3 Asset Management 220.33%0.38%0.43%Q1 2022Q2 20222
Asset Allocation Strategies LLC 220.88%0.92%0.96%Q2 2023Q3 20232
Sonora Investment Management Group, LLC 220.02%0.02%0.03%Q2 2022Q3 20222
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q3 2022Q3 20232
GOLDMAN SACHS GROUP INC 220.00%0.00%0.00%Q4 2014Q1 20152
LFS ASSET MANAGEMENT 220.64%0.69%0.74%Q2 2022Q3 20222
Beacon Pointe Advisors, LLC 220.01%0.02%0.02%Q1 2022Q2 20222
Plante Moran Financial Advisors, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Penobscot Investment Management Company, Inc. 220.03%0.03%0.04%Q1 2022Q2 20222
Private Advisory Group LLC 220.05%0.05%0.05%Q1 2022Q2 20222
SG3 Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20222
RWA WEALTH PARTNERS, LLC 220.37%0.40%0.43%Q2 2018Q3 20182
V Wealth Advisors LLC 220.04%0.05%0.05%Q2 2022Q3 20222
OLD MISSION CAPITAL, LLC 110.04%0.05%0.06%Q4 2016Q4 20202
Cedar Brook Financial Partners, LLC 220.09%0.11%0.13%Q1 2022Q2 20222
Catalyst Wealth Management, LLC 220.38%0.39%0.40%Q4 2022Q1 20232
HALL LAURIE J TRUSTEE 110.00%0.00%0.00%Q1 2023Q3 20232
Shamrock Asset Management LLC 221.86%3.01%4.15%Q1 2016Q2 20162
BAIRD ROBERT W & CO INC /WI/ 220.03%0.03%0.03%Q2 2014Q3 20142
TFB Advisors LLC 220.18%0.35%0.53%Q2 2023Q3 20232
Sanctuary Wealth Management, L.L.C. 220.02%0.02%0.02%Q2 2023Q3 20232
Del-Sette Capital Management, LLC 224.43%7.72%11.02%Q4 2021Q1 20222
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 221.06%1.17%1.29%Q2 2023Q3 20232
WealthTrust Asset Management, LLC 220.26%0.33%0.40%Q1 2022Q2 20222
TWO SIGMA SECURITIES, LLC 110.00%0.01%0.01%Q3 2022Q3 20232
Bensler, LLC 222.17%2.40%2.62%Q1 2022Q2 20222
DCM Advisors, LLC 220.14%0.17%0.19%Q2 2021Q3 20212
Bullseye Investment Management, LLC 220.45%1.95%3.45%Q1 2022Q2 20222
Holloway Wealth Management, LLC 110.00%0.42%0.83%Q2 2021Q1 20222
UBS AG 110.00%0.00%0.01%Q1 2014Q3 20142
Merit Financial Group, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Heritage Trust Co 110.01%0.01%0.01%Q4 2017Q4 20171
Veritable, L.P. 110.01%0.01%0.01%Q3 2016Q3 20161
Ameritas Investment Partners, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Vectors Research Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
TPG Financial Advisors, LLC 112.09%2.09%2.09%Q4 2018Q4 20181
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Permit Capital Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Oxler Private Wealth LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Wealth Enhancement & Preservation of GA, LLC 1111.26%11.26%11.26%Q2 2022Q2 20221
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Realta Investment Advisors 110.00%0.00%0.00%Q1 2019Q1 20191
Guild Investment Management, Inc. 112.30%2.30%2.30%Q1 2022Q1 20221
Retirement Planning Co of New England, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Bangor Savings Bank 110.00%0.00%0.00%Q3 2023Q3 20231
Stone House Investment Management, LLC 110.05%0.05%0.05%Q1 2019Q1 20191
SeaCrest Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Tidal Investments LLC 110.02%0.02%0.02%Q1 2022Q1 20221
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q2 2014Q2 20141
Advisor OS, LLC 110.34%0.34%0.34%Q2 2023Q2 20231
Intersect Capital LLC 110.01%0.01%0.01%Q4 2014Q4 20141
Stonehearth Capital Management, LLC 111.00%1.00%1.00%Q3 2015Q3 20151
Lake Point Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
Trinity Wealth Management, LLC 110.15%0.15%0.15%Q4 2022Q4 20221
Prime Capital Investment Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
FSB PREMIER WEALTH MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Wealth Alliance 112.55%2.55%2.55%Q4 2019Q4 20191
CHANNEL WEALTH LLC 110.16%0.16%0.16%Q1 2023Q1 20231
Strategic Wealth Partners, Ltd. 110.01%0.01%0.01%Q2 2018Q2 20181
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q1 2022Q1 20221
Walleye Capital LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Oxbow Advisors, LLC 110.06%0.06%0.06%Q3 2022Q3 20221
CHATHAM CAPITAL GROUP, INC. 110.05%0.05%0.05%Q3 2023Q3 20231
ST GERMAIN D J CO INC 110.00%0.00%0.00%Q4 2023Q4 20231
Venturi Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q3 2023Q3 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q4 2022Q4 20221
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q1 2019Q1 20191
Nemes Rush Group LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Capital Asset Advisory Services LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Whitaker-Myers Wealth Managers, LTD. 110.28%0.28%0.28%Q4 2022Q4 20221
Cypress Capital Management LLC (WY) 110.01%0.01%0.01%Q3 2019Q3 20191
Headlands Technologies LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Commonwealth Financial Services, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
REUTER JAMES WEALTH MANAGEMENT, LLC 111.35%1.35%1.35%Q1 2022Q1 20221
VICTORY CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q3 2019Q3 20191
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
Landsberg, Bennett, & Dubbaneh LLC 110.41%0.41%0.41%Q3 2021Q3 20211
Ergawealth Advisors, Inc. 110.31%0.31%0.31%Q4 2022Q4 20221
Values First Advisors, Inc. 110.02%0.02%0.02%Q1 2023Q1 20231
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
SII INVESTMENTS INC/WI 110.82%0.82%0.82%Q4 2017Q4 20171
STONNINGTON GROUP, LLC 110.07%0.07%0.07%Q1 2022Q1 20221
Allred Capital Management, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Bogart Wealth, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
NBC SECURITIES, INC. 110.10%0.10%0.10%Q3 2023Q3 20231
Sterling Global Strategies LLC 110.01%0.01%0.01%Q4 2018Q4 20181
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q4 2022Q4 20221
PFG Private Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Syverson Strege & Co 110.00%0.00%0.00%Q1 2023Q1 20231
BB&T SECURITIES, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
Penserra Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BARCLAYS PLC 110.00%0.00%0.00%Q3 2014Q3 20141
Raleigh Capital Management Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Evanson Asset Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Beck Bode, LLC 110.35%0.35%0.35%Q2 2022Q2 20221
PANORAMIC INVESTMENT ADVISORS, LLC 111.12%1.12%1.12%Q4 2022Q4 20221
SELDON CAPITAL LP 110.31%0.31%0.31%Q2 2022Q2 20221
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q2 2015Q2 20151
Ellsworth Advisors, LLC 110.13%0.13%0.13%Q4 2022Q4 20221
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.06%0.06%0.06%Q2 2021Q2 20211
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Nilsine Partners, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Icon Wealth Advisors, LLC 110.15%0.15%0.15%Q3 2022Q3 20221
Watson Rebecca 110.00%0.00%0.00%Q2 2020Q2 20201
WHITTIER TRUST CO OF NEVADA INC 110.00%0.00%0.00%Q1 2023Q1 20231
HRT FINANCIAL LP 110.00%0.00%0.00%Q3 2023Q3 20231
Peterson Wealth Advisors, LLC 110.19%0.19%0.19%Q4 2017Q4 20171
Trek Financial, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Ranch Capital Advisors Inc. 110.46%0.46%0.46%Q1 2022Q1 20221
Ulland Investment Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CX Institutional 110.00%0.00%0.00%Q2 2022Q2 20221
Epstein & White Financial LLC 110.15%0.15%0.15%Q2 2018Q2 20181
Belpointe Asset Management LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Stegent Equity Advisors, Inc. 110.23%0.23%0.23%Q1 2022Q1 20221
Ground Swell Capital, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
Outlook Wealth Advisors, LLC 110.10%0.10%0.10%Q4 2018Q4 20181
NORTHERN TRUST CORP 110.00%0.00%0.00%Q1 2023Q1 20231
JANICZEK WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Congress Wealth Management LLC / DE / 110.01%0.01%0.01%Q1 2022Q1 20221
Blue Trust, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Tortoise Investment Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Waterloo Capital, L.P. 110.12%0.12%0.12%Q1 2020Q1 20201
Destiny Wealth Partners, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
HSBC HOLDINGS PLC 110.00%0.00%0.00%Q2 2022Q2 20221
Pflug Koory, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Crewe Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Golden State Wealth Management, LLC 110.07%0.07%0.07%Q1 2022Q1 20221
External links

This page lists all the filers that currently own FIRST TR EXCHANGE TRAD FD VI or have owned FIRST TR EXCHANGE TRAD FD VI in the past.