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
ROYAL BANK OF CANADA 37370.00%0.00%0.01%Q3 2014Q3 202337
BANK OF AMERICA CORP /DE/ 36360.00%0.01%0.02%Q4 2014Q3 202336
RAYMOND JAMES & ASSOCIATES 34340.00%0.02%0.04%Q2 2015Q3 202334
LPL Financial LLC 34340.00%0.06%0.11%Q2 2015Q3 202334
LVZ, Inc. 2120.04%0.26%0.58%Q1 2015Q3 202333
ENVESTNET ASSET MANAGEMENT INC 20120.00%0.00%0.01%Q3 2015Q3 202332
JANE STREET GROUP, LLC 1320.00%0.01%0.02%Q2 2014Q3 202331
MORGAN STANLEY 31310.00%0.01%0.03%Q1 2016Q3 202331
WELLS FARGO & COMPANY/MN 30300.00%0.01%0.03%Q2 2016Q3 202330
Raymond James Financial Services Advisors, Inc. 30300.00%0.06%0.11%Q2 2016Q3 202330
First Heartland Consultants, Inc. 30300.04%0.54%1.39%Q2 2016Q3 202330
UBS Group AG 2710.00%0.02%0.04%Q1 2015Q3 202330
Cetera Advisors LLC 2460.01%0.02%0.03%Q4 2015Q3 202330
BerganKDV Wealth Management, LLC 29290.05%0.10%0.23%Q2 2016Q2 202329
Clearwater Capital Advisors, LLC 29290.07%0.27%0.43%Q3 2016Q3 202329
HighTower Advisors, LLC 29290.00%0.01%0.06%Q3 2016Q3 202329
Capital Investment Advisory Services, LLC 28280.15%0.23%0.34%Q4 2016Q3 202328
BENJAMIN F. EDWARDS & COMPANY, INC. 28280.00%0.03%0.16%Q4 2016Q3 202328
CITIGROUP INC 1930.00%0.01%0.01%Q2 2014Q3 202328
Cambridge Investment Research Advisors, Inc. 1620.00%0.03%0.06%Q2 2016Q3 202328
Plante Moran Financial Advisors, LLC 27270.03%0.06%0.12%Q1 2017Q3 202327
Private Advisor Group, LLC 2510.01%0.06%0.12%Q3 2016Q3 202326
Occidental Asset Management, LLC 26260.08%0.33%0.49%Q2 2017Q3 202326
Geneos Wealth Management Inc. 26260.00%0.02%0.03%Q2 2017Q3 202326
Regal Investment Advisors LLC 1410.04%0.08%0.13%Q3 2016Q3 202326
Cetera Investment Advisers 2510.03%0.39%0.82%Q4 2015Q3 202326
Ameritas Investment Partners, Inc. 25250.00%0.00%0.02%Q3 2017Q3 202325
MML INVESTORS SERVICES, LLC 25250.00%0.06%0.11%Q3 2017Q3 202325
Murphy, Middleton, Hinkle & Parker, Inc. 24240.56%0.84%1.14%Q4 2017Q3 202324
Cetera Advisor Networks LLC 24240.01%0.05%0.14%Q4 2017Q3 202324
Avestar Capital, LLC 24240.14%0.80%1.41%Q4 2017Q3 202324
Eldridge Investment Advisors, Inc. 24240.93%3.36%4.77%Q4 2017Q3 202324
Steward Partners Investment Advisory, LLC 1950.00%0.08%0.21%Q3 2017Q3 202324
Baird Financial Group, Inc. 24240.01%0.01%0.02%Q4 2017Q3 202324
Legacy Private Trust Co. 24240.05%1.16%1.88%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.03%0.04%Q4 2017Q3 202324
Snowden Capital Advisors LLC 1580.05%0.21%0.52%Q4 2017Q3 202323
Blackhawk Capital Partners LLC. 2030.87%3.80%6.65%Q4 2017Q3 202323
Quad-Cities Investment Group, LLC 23230.16%0.46%0.66%Q1 2018Q3 202323
PNC FINANCIAL SERVICES GROUP, INC. 23230.00%0.00%0.00%Q1 2018Q3 202323
Cypress Capital Group 23230.12%0.97%1.57%Q1 2018Q3 202323
STIFEL FINANCIAL CORP 1850.00%0.01%0.02%Q1 2017Q3 202323
GM Advisory Group, LLC 1840.07%1.29%2.50%Q1 2018Q3 202322
First Horizon Advisors, Inc. 1390.00%0.03%0.17%Q4 2017Q3 202322
IFP Advisors, Inc 1710.00%0.06%0.15%Q1 2016Q3 202322
NewEdge Advisors, LLC 21210.02%0.05%0.12%Q3 2018Q3 202321
MONEYWISE, INC. 1831.01%2.61%4.65%Q2 2018Q3 202321
First Allied Advisory Services, Inc. 1560.01%0.06%0.18%Q2 2015Q3 202021
Janney Montgomery Scott LLC 21210.00%0.02%0.04%Q3 2018Q3 202321
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 21210.01%0.13%0.28%Q3 2018Q3 202321
IHT Wealth Management, LLC 1920.02%0.06%0.21%Q4 2017Q3 202321
Stratos Wealth Partners, LTD. 1810.01%0.11%0.22%Q4 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.06%Q3 2018Q3 202321
AMERIPRISE FINANCIAL INC 21210.00%0.00%0.02%Q3 2018Q3 202321
Milestone Advisory Partners 20200.14%1.03%1.89%Q4 2018Q3 202320
Frisch Financial Group, Inc. 20200.46%5.70%9.36%Q4 2018Q3 202320
Financial Advocates Investment Management 20200.03%0.24%0.43%Q4 2018Q3 202320
OneDigital Investment Advisors LLC 20200.05%0.14%0.36%Q4 2018Q3 202320
MEANS INVESTMENT CO., INC. 20200.10%0.33%0.66%Q4 2018Q3 202320
American Portfolios Advisors 20200.05%0.14%0.27%Q4 2017Q3 202220
CWM, LLC 1020.00%0.04%0.06%Q2 2018Q3 202320
Barber Financial Group, Inc. 20200.17%0.58%0.95%Q2 2018Q1 202320
ERn Financial, LLC 20200.50%3.27%4.98%Q4 2018Q3 202320
Arete Wealth Advisors, LLC 1910.02%0.06%0.10%Q1 2018Q2 202320
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 20200.00%0.00%0.00%Q4 2018Q3 202320
Mutual Advisors, LLC 19190.07%0.21%0.37%Q1 2019Q3 202319
OGOREK ANTHONY JOSEPH /NY/ /ADV 19190.92%4.97%9.02%Q1 2019Q3 202319
GREAT VALLEY ADVISOR GROUP, INC. 19190.02%0.26%0.68%Q1 2019Q3 202319
USCA RIA LLC 19190.04%0.10%0.16%Q4 2016Q2 202119
LADENBURG THALMANN FINANCIAL SERVICES INC. 19190.00%0.01%0.06%Q2 2015Q4 201919
AVANTAX ADVISORY SERVICES, INC. 19190.21%0.39%0.63%Q1 2019Q3 202319
CAPTRUST FINANCIAL ADVISORS 1110.00%0.05%0.12%Q1 2017Q2 202319
SRS Capital Advisors, Inc. 1020.00%0.02%0.04%Q3 2018Q3 202319
PFG Advisors 18180.02%0.12%0.29%Q4 2017Q1 202218
Cooper Financial Group 18180.19%0.29%0.43%Q2 2019Q3 202318
Stratos Wealth Advisors, LLC 18180.09%0.31%0.80%Q2 2019Q3 202318
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 18180.23%0.27%0.38%Q2 2019Q3 202318
US BANCORP \DE\ 18180.00%0.00%0.00%Q2 2019Q3 202318
Rehmann Capital Advisory Group 1530.06%0.21%0.27%Q1 2019Q3 202318
Patriot Financial Group Insurance Agency, LLC 18180.03%0.06%0.10%Q1 2019Q2 202318
Advisory Services Network, LLC 1350.00%0.03%0.06%Q1 2019Q3 202318
BENJAMIN EDWARDS INC 18180.06%0.12%0.18%Q2 2019Q3 202318
Gladstone Institutional Advisory LLC 18180.03%0.55%1.73%Q2 2019Q3 202318
Insight Wealth Strategies, LLC 18180.11%0.24%0.32%Q2 2019Q3 202318
Sigma Planning Corp 17170.01%0.03%0.05%Q3 2019Q3 202317
Advisory Resource Group 17170.08%0.37%0.80%Q3 2019Q3 202317
Cornerstone Wealth Management, LLC 1220.01%0.06%0.11%Q2 2018Q3 202317
OPPENHEIMER & CO INC 17170.01%0.01%0.02%Q3 2019Q3 202317
NewSquare Capital LLC 1610.07%0.13%0.22%Q1 2016Q3 202317
Valeo Financial Advisors, LLC 1520.00%0.02%0.03%Q1 2018Q1 202317
NORTHWEST WEALTH MANAGEMENT, LLC 17170.01%0.79%1.80%Q1 2018Q1 202217
Prospera Financial Services Inc 17170.03%0.09%0.44%Q3 2019Q3 202317
IFG Advisory, LLC 17170.15%0.39%0.65%Q3 2019Q3 202317
Larson Financial Group LLC 17170.11%0.23%0.41%Q3 2019Q3 202317
LAKE STREET PRIVATE WEALTH, LLC 17170.08%0.44%0.90%Q3 2019Q3 202317
HCR Wealth Advisors 17170.04%0.14%0.22%Q3 2019Q3 202317
Cedar Brook Financial Partners, LLC 17170.05%0.30%0.57%Q3 2019Q3 202317
Leelyn Smith, LLC 16160.16%0.32%0.53%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.04%0.06%0.10%Q4 2019Q3 202316
COUNTRY TRUST BANK 16160.05%0.10%0.14%Q1 2020Q4 202316
FLAGSHIP HARBOR ADVISORS, LLC 16160.00%0.09%0.24%Q4 2019Q3 202316
WealthBridge Capital Management, LLC 16160.09%0.23%0.35%Q4 2019Q3 202316
Seascape Capital Management 16160.12%0.30%0.72%Q4 2019Q3 202316
Atria Investments, Inc 16160.04%0.05%0.13%Q4 2019Q3 202316
Crumly & Associates Inc. 16160.39%0.85%1.78%Q4 2019Q3 202316
PETERSON WEALTH MANAGEMENT 16160.23%0.77%1.57%Q4 2019Q3 202316
Atlas Private Wealth Management, LLC 16161.99%2.60%3.21%Q4 2019Q3 202316
Bernardo Wealth Planning LLC 16160.18%0.77%1.14%Q4 2019Q3 202316
TL Private Wealth 16160.55%2.53%3.73%Q4 2019Q3 202316
Financial Strategies Group, Inc. 16160.11%0.28%0.43%Q4 2019Q3 202316
AE Wealth Management LLC 16160.01%0.10%0.16%Q4 2019Q3 202316
FMA ADVISORY INC 1510.20%0.36%0.50%Q1 2017Q1 202116
SeaCrest Wealth Management, LLC 16160.08%0.10%0.14%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.01%0.03%Q4 2019Q3 202316
SteelPeak Wealth, LLC 16160.12%0.22%0.29%Q4 2019Q3 202316
Clear Creek Financial Management, LLC 1010.11%0.35%0.56%Q3 2019Q3 202315
Western Wealth Management, LLC 870.06%0.22%0.33%Q4 2019Q3 202315
WINTRUST INVESTMENTS LLC 15150.02%0.09%0.48%Q1 2020Q3 202315
Walkner Condon Financial Advisors LLC 870.14%0.69%1.93%Q4 2019Q3 202315
Advisor Group, Inc. 15150.00%0.02%0.07%Q2 2016Q4 201915
Avantax Planning Partners, Inc. 15150.02%0.84%1.98%Q1 2020Q3 202315
Financial Enhancement Group LLC 15150.01%0.52%1.26%Q1 2019Q3 202215
Rockefeller Capital Management L.P. 15150.00%0.01%0.06%Q1 2020Q3 202315
RAYMOND JAMES TRUST N.A. 15150.01%0.03%0.05%Q1 2020Q3 202315
NEXT Financial Group, Inc 1110.05%0.11%0.26%Q2 2017Q4 202115
OSAIC HOLDINGS, INC. 15150.05%0.08%0.10%Q1 2020Q3 202315
GOLDMAN SACHS GROUP INC 15150.00%0.00%0.00%Q2 2014Q4 201715
MERCER GLOBAL ADVISORS INC /ADV 860.00%0.01%0.03%Q1 2019Q4 202214
COZAD ASSET MANAGEMENT INC 14140.05%0.06%0.13%Q2 2020Q3 202314
Magnus Financial Group LLC 14140.03%0.73%2.48%Q2 2020Q3 202314
SENTINEL PENSION ADVISORS INC 1040.17%0.30%0.42%Q1 2020Q3 202314
Tower Research Capital LLC (TRC) 1010.00%0.00%0.00%Q2 2014Q1 202314
Global Retirement Partners, LLC 1040.00%0.03%0.11%Q4 2019Q3 202314
Atlas Private Wealth Advisors 14140.68%1.53%3.77%Q2 2020Q3 202314
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q2 2014Q3 202314
HBW ADVISORY SERVICES LLC 1310.06%0.14%0.35%Q4 2019Q2 202314
&PARTNERS 14140.21%0.69%1.46%Q2 2020Q3 202314
Hochman Cole Investment Advisors, Inc. 14140.32%0.51%0.75%Q2 2018Q3 202114
Pensionmark Financial Group, LLC 14140.05%0.07%0.11%Q4 2019Q1 202314
Core Wealth Advisors, Inc. 14140.01%0.23%0.69%Q2 2020Q3 202314
Csenge Advisory Group 14140.04%0.07%0.11%Q2 2020Q3 202314
LexAurum Advisors, LLC 950.42%0.97%1.76%Q4 2017Q3 202114
Kestra Advisory Services, LLC 13130.06%0.12%0.15%Q3 2020Q3 202313
AFT, FORSYTH & COMPANY, INC. 13130.18%0.23%0.27%Q4 2017Q4 202013
WASHINGTON TRUST Co 13130.00%0.01%0.08%Q1 2020Q1 202313
Ausdal Financial Partners, Inc. 13130.08%0.29%0.40%Q3 2020Q3 202313
Prestige Wealth Management Group LLC 13130.70%1.12%1.84%Q3 2020Q3 202313
EPG Wealth Management LLC 1030.06%0.19%0.37%Q4 2019Q3 202313
Winslow, Evans & Crocker, Inc. 13130.00%0.09%0.19%Q4 2017Q4 202013
Wagner Wealth Management, LLC 940.17%0.92%1.63%Q4 2017Q4 202213
Stonebridge Financial Planning Group, LLC 13130.14%0.41%1.19%Q4 2019Q4 202213
PFG Private Wealth Management, LLC 13130.79%1.14%1.65%Q4 2019Q4 202213
Southland Equity Partners LLC 12120.46%0.67%1.07%Q4 2020Q3 202312
Signature Wealth Management Group 12120.16%0.22%0.32%Q3 2020Q2 202312
Grant/GrossMendelsohn, LLC 12120.61%1.08%2.01%Q4 2020Q3 202312
Weitzel Financial Services, Inc. 12120.95%1.39%1.65%Q4 2020Q3 202312
Engrave Wealth Partners LLC 12120.22%0.39%0.62%Q4 2019Q3 202212
Doyle Wealth Management 12120.02%0.05%0.08%Q4 2019Q3 202212
CWA Asset Management Group, LLC 12120.98%3.30%5.63%Q4 2020Q3 202312
Total Clarity Wealth Management, Inc. 12121.99%2.49%4.66%Q4 2019Q3 202212
QP WEALTH MANAGEMENT, LLC 12121.19%1.44%1.62%Q4 2019Q3 202212
Alta Wealth Advisors LLC 12120.94%1.42%1.99%Q4 2020Q3 202312
INSPIRION WEALTH ADVISORS, LLC 1110.05%0.14%0.67%Q3 2019Q3 202312
FSB PREMIER WEALTH MANAGEMENT, INC. 12122.18%3.13%3.73%Q4 2020Q3 202312
Qube Research & Technologies Ltd 930.00%0.08%0.35%Q1 2020Q3 202312
Kowal Investment Group, LLC 12120.92%1.94%2.69%Q4 2020Q3 202312
Capital Analysts, LLC 12120.00%0.02%0.05%Q4 2020Q3 202312
LINCOLN NATIONAL CORP 12120.01%0.01%0.02%Q4 2020Q3 202312
Wills Financial Group, Inc. 12120.74%1.03%1.17%Q4 2019Q3 202212
Tower Wealth Partners, Inc. 12121.79%3.08%4.66%Q4 2020Q3 202312
Citadel Advisors 410.00%0.00%0.00%Q3 2016Q3 202312
Meridian Wealth Management, LLC 12120.04%0.09%0.12%Q4 2020Q3 202312
Wealthcare Advisory Partners LLC 12120.02%0.02%0.03%Q4 2018Q3 202112
Spotlight Asset Group, Inc. 810.29%0.38%0.55%Q4 2019Q3 202312
PFS INVESTMENTS INC. 12120.08%0.18%0.30%Q3 2020Q2 202312
BCGM Wealth Management, LLC 12122.12%2.76%3.28%Q4 2020Q3 202312
DHJJ Financial Advisors, Ltd. 12120.78%0.90%1.29%Q4 2020Q3 202312
Strategic Blueprint, LLC 12120.02%0.06%0.09%Q4 2020Q3 202312
Ameritas Investment Company, LLC 12120.13%0.32%0.65%Q4 2018Q3 202112
B. Riley Wealth Advisors, Inc. 12120.01%0.03%0.05%Q4 2020Q3 202312
THOROUGHBRED FINANCIAL SERVICES, LLC 830.16%0.47%0.72%Q3 2019Q3 202211
B. Riley Wealth Management, Inc. 11110.00%0.04%0.06%Q4 2019Q2 202211
FOSTER & MOTLEY INC 11110.15%0.24%0.39%Q1 2021Q3 202311
SignalPoint Asset Management, LLC 11110.07%0.09%0.12%Q4 2019Q2 202211
Koshinski Asset Management, Inc. 720.17%0.24%0.33%Q3 2020Q3 202311
FLOW TRADERS U.S. LLC 510.01%0.27%0.87%Q2 2019Q3 202311
CHIRON CAPITAL MANAGEMENT, LLC 11110.30%0.93%1.39%Q3 2020Q1 202311
HL FINANCIAL SERVICES LLC 11110.00%0.01%0.01%Q3 2016Q1 201911
MSI Financial Services Inc 11110.00%0.01%0.01%Q2 2014Q4 201611
FMR LLC 810.00%0.00%0.00%Q1 2020Q3 202311
MEEDER ASSET MANAGEMENT INC 11110.00%0.05%0.16%Q1 2021Q3 202311
Mariner, LLC 830.00%0.01%0.01%Q4 2020Q3 202311
LifePlan Financial Group, Inc 11110.01%0.01%0.01%Q1 2018Q3 202011
MOTCO 11110.01%0.51%0.90%Q1 2021Q3 202311
CENTAURUS FINANCIAL, INC. 740.01%0.02%0.04%Q1 2018Q1 202311
AdvisorNet Financial, Inc 10100.00%0.00%0.01%Q2 2021Q3 202310
Accel Wealth Management 10100.06%0.17%0.26%Q4 2020Q1 202310
Valmark Advisers, Inc. 10100.01%0.01%0.02%Q2 2021Q3 202310
GPS Wealth Strategies Group, LLC 730.02%0.05%0.08%Q1 2021Q3 202310
Whitnell & Co. 730.02%0.37%0.73%Q4 2015Q4 201910
Ellis Investment Partners, LLC 10100.02%0.02%0.02%Q2 2020Q3 202210
Beacon Pointe Advisors, LLC 10100.01%0.01%0.03%Q1 2020Q2 202210
Retirement Group, LLC 910.00%0.04%0.06%Q4 2019Q2 202210
Vishria Bird Financial Group, LLC 10104.67%6.30%7.70%Q2 2020Q3 202210
D.A. DAVIDSON & CO. 10100.02%0.03%0.03%Q2 2021Q3 202310
Integrated Wealth Concepts LLC 10100.04%0.06%0.10%Q2 2021Q3 202310
Golden State Wealth Management, LLC 710.04%0.07%0.11%Q2 2019Q1 202210
Purus Wealth Management, LLC 550.28%0.38%0.50%Q4 2020Q3 202310
HARBOUR INVESTMENTS, INC. 640.05%0.12%0.22%Q1 2021Q3 202310
TrueWealth Advisors, LLC 10100.09%0.16%0.20%Q1 2021Q2 202310
JPMORGAN CHASE & CO 710.00%0.00%0.00%Q1 2019Q3 202310
PRELUDE CAPITAL MANAGEMENT, LLC 810.00%0.03%0.07%Q4 2017Q1 20209
Sowell Financial Services LLC 710.00%0.04%0.21%Q4 2016Q1 20229
3D/L Capital Management, LLC 810.00%0.51%0.61%Q4 2020Q3 20239
Camelot Portfolios, LLC 630.09%0.11%0.13%Q2 2016Q3 20199
ACCURATE INVESTMENT SOLUTIONS, INC. 990.03%0.11%0.28%Q1 2018Q1 20209
Virtue Capital Management, LLC 990.08%0.16%0.32%Q3 2021Q3 20239
Castleview Partners, LLC 810.00%0.00%0.00%Q2 2021Q3 20239
U.S. Capital Wealth Advisors, LLC 990.02%0.03%0.05%Q3 2021Q3 20239
M Holdings Securities, Inc. 610.06%0.08%0.11%Q3 2018Q1 20229
VERUS CAPITAL PARTNERS, LLC 720.04%0.98%1.52%Q4 2019Q3 20239
High Net Worth Advisory Group LLC 990.12%0.35%0.45%Q4 2021Q4 20239
Creative Planning 810.00%0.00%0.01%Q2 2017Q3 20239
MONECO Advisors, LLC 990.14%0.23%0.28%Q3 2021Q3 20239
HOLLENCREST CAPITAL MANAGEMENT 540.00%0.05%0.13%Q2 2021Q3 20239
CREATIVE FINANCIAL DESIGNS INC /ADV 420.00%0.00%0.01%Q2 2019Q3 20239
Genesee Capital Advisors, LLC 810.11%0.14%0.16%Q1 2021Q2 20239
Aptus Capital Advisors, LLC 810.01%0.03%0.09%Q1 2019Q2 20239
Hedeker Wealth, LLC 990.17%0.52%2.01%Q3 2021Q3 20239
MGO ONE SEVEN LLC 540.11%0.21%0.32%Q4 2019Q3 20239
Principle Wealth Partners LLC 990.03%0.05%0.09%Q4 2019Q4 20219
FLAGSTAR ADVISORS INC 990.37%0.63%0.89%Q3 2021Q3 20239
LEVEL FOUR ADVISORY SERVICES, LLC 630.03%0.05%0.09%Q1 2020Q3 20239
Hanlon Investment Management, Inc. 990.06%0.08%0.10%Q3 2021Q3 20239
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 630.02%0.07%0.10%Q3 2020Q3 20239
WealthCare Investment Partners, LLC 880.38%1.01%1.44%Q4 2021Q3 20238
PFS Partners, LLC 889.40%12.26%15.65%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.10%0.16%0.21%Q4 2021Q3 20238
Mattern Wealth Management LLC 440.07%0.79%1.76%Q2 2021Q2 20238
Collaborative Wealth Managment Inc. 610.23%0.28%0.31%Q1 2021Q3 20238
WEALTH MANAGEMENT RESOURCES, INC. 881.47%1.84%2.73%Q4 2021Q3 20238
Dynamic Advisor Solutions LLC 410.01%0.02%0.03%Q2 2020Q3 20238
COTTONWOOD CAPITAL ADVISORS, LLC 880.78%0.96%1.09%Q4 2021Q3 20238
RMR Wealth Builders 880.18%0.81%1.27%Q4 2021Q3 20238
FIFTH THIRD BANCORP 880.00%0.00%0.00%Q2 2021Q1 20238
Miracle Mile Advisors, LLC 880.04%0.46%0.81%Q4 2021Q3 20238
SMITH CAPITAL MANAGEMENT INC /AR/ADV 881.04%1.28%1.71%Q4 2018Q3 20208
Kaydan Wealth Management, Inc. 880.23%0.39%0.58%Q4 2021Q3 20238
Landmark Wealth Management, LLC 881.08%1.56%2.68%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.65%0.95%1.27%Q4 2021Q3 20238
SUTTON PLACE INVESTORS LLC 881.65%2.19%3.05%Q4 2021Q3 20238
Sterling Manor Financial, LLC 880.24%0.28%0.36%Q4 2020Q3 20228
Advance Capital Management, Inc. 880.35%0.53%1.02%Q4 2021Q3 20238
Capital Market Strategies LLC 530.22%0.32%0.38%Q4 2021Q4 20238
Operose Advisors LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Allworth Financial LP 880.00%0.01%0.02%Q4 2021Q3 20238
Clark Capital Management Group, Inc. 880.01%0.02%0.03%Q2 2020Q1 20228
Altus Wealth Group LLC 880.28%0.65%0.81%Q4 2020Q3 20228
ASSETMARK, INC 880.00%0.00%0.00%Q1 2021Q4 20228
Sovereign Financial Group, Inc. 880.10%0.14%0.17%Q3 2021Q2 20238
ETRADE Capital Management LLC 880.01%0.06%0.08%Q4 2018Q3 20208
Erickson Financial Group, LLC 880.22%0.73%1.20%Q4 2021Q3 20238
National Wealth Management Group, LLC 880.42%0.59%0.79%Q4 2021Q3 20238
Sequoia Financial Advisors, LLC 880.02%0.67%0.89%Q4 2021Q3 20238
OLD MISSION CAPITAL LLC 410.01%0.11%0.42%Q3 2020Q3 20238
Paragon Private Wealth Management, LLC 881.06%1.88%2.55%Q4 2021Q3 20238
Main Street Financial Solutions, LLC 880.07%0.22%0.44%Q4 2020Q3 20228
Fluent Financial, LLC 880.60%0.67%0.75%Q4 2018Q3 20208
RFG Advisory, LLC 880.04%0.30%0.50%Q4 2021Q3 20238
Coyle Financial Counsel LLC 310.27%0.36%0.45%Q2 2016Q3 20208
Quantum Private Wealth, LLC 880.16%0.19%0.23%Q4 2021Q3 20238
Renaissance Technologies 310.00%0.01%0.02%Q4 2020Q2 20238
Atria Wealth Solutions, Inc. 770.01%0.02%0.05%Q1 2022Q3 20237
Newbridge Financial Services Group, Inc. 770.00%0.01%0.01%Q3 2020Q1 20227
JOURNEY STRATEGIC WEALTH LLC 610.03%0.17%0.23%Q4 2021Q3 20237
Kovack Advisors, Inc. 520.04%0.06%0.07%Q4 2017Q3 20237
Financial Planning & Information Services, Inc. 770.14%2.16%2.96%Q1 2022Q3 20237
AVIANCE CAPITAL MANAGEMENT, LLC 770.00%0.17%0.56%Q3 2017Q1 20197
Essex Financial Services, Inc. 770.02%0.03%0.04%Q1 2021Q3 20227
Gradient Investments LLC 430.00%0.00%0.00%Q1 2018Q2 20237
OPPENHEIMER ASSET MANAGEMENT INC. 770.10%0.23%0.28%Q1 2019Q3 20207
Greenwich Investment Management, Inc. 610.14%0.94%1.72%Q2 2019Q4 20217
Kingsview Wealth Management, LLC 310.01%0.02%0.02%Q4 2020Q3 20237
ICA Group Wealth Management, LLC 770.14%0.17%0.19%Q1 2022Q3 20237
Orion Portfolio Solutions, LLC 520.00%0.02%0.02%Q1 2020Q3 20237
Icon Wealth Partners, LLC 430.04%0.04%0.06%Q1 2021Q3 20237
Echo Wealth Management, LLC 770.46%1.19%1.55%Q4 2020Q2 20227
Teamwork Financial Advisors, LLC 770.15%0.26%0.48%Q2 2020Q4 20217
Tyler-Stone Wealth Management 520.06%0.07%0.08%Q4 2021Q3 20237
Holistic Financial Partners 770.15%0.28%0.50%Q2 2019Q4 20207
Redhawk Wealth Advisors, Inc. 430.12%0.47%1.12%Q4 2019Q2 20227
HERITAGE WEALTH MANAGEMENT, LLC 430.01%0.01%0.02%Q1 2021Q4 20227
Brendel Financial Advisors LLC 770.35%0.39%0.48%Q4 2018Q2 20207
XML Financial, LLC 310.04%0.32%0.76%Q4 2021Q3 20236
ARKANSAS FINANCIAL GROUP, INC. 660.32%0.97%1.32%Q2 2022Q3 20236
Forum Private Client Group LLC 660.16%0.20%0.24%Q1 2022Q2 20236
Intrua Financial, LLC 660.05%0.07%0.10%Q4 2021Q1 20236
PRIVATE TRUST CO NA 660.07%0.10%0.14%Q2 2022Q3 20236
O'Dell Group, LLC 510.03%0.05%0.06%Q3 2021Q2 20236
IFC Holdings Incorporated/FL 660.02%0.12%0.29%Q2 2016Q3 20176
CENTRAL TRUST Co 310.00%0.00%0.00%Q3 2016Q3 20236
Apollon Wealth Management, LLC 660.02%0.06%0.14%Q2 2022Q3 20236
Freedman Financial Associates, Inc. 660.03%0.03%0.04%Q4 2020Q1 20226
MARINER INDEPENDENT ADVISOR NETWORK, LLC 510.05%0.07%0.11%Q4 2018Q3 20226
Washington Trust Advisors, Inc. 660.01%0.01%0.01%Q4 2021Q1 20236
SILVER OAK SECURITIES, INCORPORATED 660.04%0.11%0.18%Q2 2022Q3 20236
MCDONALD PARTNERS LLC 660.13%0.16%0.19%Q2 2022Q3 20236
STOCK YARDS BANK & TRUST CO 660.06%0.11%0.20%Q2 2022Q3 20236
Eudaimonia Partners, LLC 660.03%0.05%0.08%Q4 2019Q1 20216
Treynor Bancshares, Inc. 660.26%0.80%1.22%Q4 2021Q1 20236
Carmichael Hill & Associates, Inc. 660.02%0.02%0.03%Q2 2021Q3 20226
McNamara Financial Services, Inc. 660.09%0.10%0.10%Q2 2022Q3 20236
ShoreHaven Wealth Partners, LLC 310.22%0.86%1.98%Q4 2020Q3 20236
Warren Street Wealth Advisors, LLC 660.34%0.53%0.71%Q2 2022Q3 20236
KESTRA PRIVATE WEALTH SERVICES, LLC 410.02%0.04%0.06%Q3 2020Q3 20236
Wealth Enhancement & Preservation of GA, LLC 661.45%3.45%12.18%Q2 2021Q3 20226
BHF RG Capital Inc. 551.09%2.26%3.97%Q4 2019Q4 20205
Trinity Legacy Partners, LLC 550.14%0.46%0.70%Q3 2021Q3 20225
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 550.03%0.03%0.03%Q4 2021Q4 20225
EdgeRock Capital LLC 552.57%3.75%5.53%Q2 2022Q2 20235
Cresset Asset Management, LLC 410.00%0.00%0.01%Q2 2021Q2 20235
Clearview Wealth Advisors LLC 550.01%0.04%0.11%Q3 2021Q3 20225
High Note Wealth, LLC 550.09%0.09%0.10%Q4 2020Q4 20215
Westside Investment Management, Inc. 550.29%0.68%0.96%Q3 2022Q3 20235
Global Trust Asset Management, LLC 550.17%0.39%0.51%Q1 2019Q1 20205
Financial Network Wealth Management LLC 550.11%0.13%0.16%Q4 2020Q4 20215
Elk River Wealth Management, LLC 550.09%0.10%0.11%Q4 2020Q4 20215
Private Advisory Group LLC 550.29%0.44%0.64%Q1 2021Q1 20225
WCG Wealth Advisors LLC 440.01%0.10%0.15%Q2 2022Q1 20235
Landsberg, Bennett, & Dubbaneh LLC 550.99%1.88%2.20%Q3 2020Q3 20215
WEALTHSOURCE PARTNERS, LLC 550.05%0.06%0.07%Q2 2018Q2 20195
Beacon Pointe Wealth Advisors, LLC 550.04%0.05%0.07%Q4 2018Q4 20195
Tempus Wealth Planning, LLC 550.24%0.27%0.29%Q3 2022Q3 20235
BT Wealth Management LLC 550.10%0.17%0.26%Q3 2019Q3 20205
Pinnacle Advisory Group, Inc. 551.61%1.76%2.18%Q1 2020Q1 20215
Visionary Wealth Advisors 320.02%0.14%0.25%Q4 2021Q3 20235
Etesian Wealth Advisors, Inc. 442.59%2.78%2.96%Q4 2022Q3 20234
WATERSHED PRIVATE WEALTH LLC 440.16%0.17%0.19%Q4 2022Q3 20234
Family Capital Management, Inc. 442.06%2.66%2.92%Q4 2022Q3 20234
Realta Investment Advisors 440.00%0.00%0.01%Q1 2019Q4 20194
J Arnold Wealth Management Co 440.14%0.93%1.86%Q3 2020Q2 20214
Gray Wealth Management Inc. 440.11%0.12%0.13%Q3 2021Q2 20224
Sebold Capital Management, Inc. 442.17%2.29%2.43%Q4 2022Q3 20234
Scissortail Wealth Management, LLC 440.56%0.88%1.20%Q4 2021Q3 20224
Tanglewood Legacy Advisors, LLC 440.07%0.08%0.10%Q4 2022Q3 20234
Professional Financial Advisors, LLC 440.27%0.34%0.40%Q4 2021Q3 20224
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 440.03%0.03%0.03%Q4 2020Q3 20214
ARQ WEALTH ADVISORS, LLC 214.22%4.76%5.38%Q1 2020Q3 20214
Running Point Capital Advisors, LLC 440.30%0.32%0.33%Q4 2022Q3 20234
ASSOCIATED BANC-CORP 440.17%0.19%0.21%Q1 2020Q4 20204
Syntegra Private Wealth Group, LLC 441.48%1.54%1.61%Q4 2022Q3 20234
PCG Wealth Advisors, LLC 440.22%0.37%0.56%Q4 2021Q3 20224
Per Stirling Capital Management, LLC. 440.30%0.31%0.34%Q4 2022Q3 20234
PARK AVENUE SECURITIES LLC 440.01%0.01%0.01%Q2 2021Q1 20224
TIAA, FSB 440.00%0.00%0.00%Q1 2021Q4 20214
Raleigh Capital Management Inc. 440.01%0.04%0.08%Q4 2021Q3 20224
Hoover Financial Advisors, Inc. 310.00%0.00%0.00%Q2 2020Q2 20214
TWO SIGMA SECURITIES, LLC 110.00%0.01%0.03%Q1 2019Q3 20234
ROBINSON CAPITAL MANAGEMENT, LLC 440.00%0.00%0.01%Q2 2021Q1 20224
Simplicity Solutions, LLC 440.16%0.18%0.21%Q1 2020Q4 20204
DEUTSCHE BANK AG\ 220.00%0.00%0.00%Q2 2014Q4 20204
TUCKER ASSET MANAGEMENT LLC 210.01%0.01%0.03%Q4 2020Q3 20234
Lee Financial Co 440.00%0.00%0.00%Q3 2022Q2 20234
Worth Financial Advisory Group, LLC 440.84%0.98%1.13%Q4 2022Q3 20234
MONEY CONCEPTS CAPITAL CORP 440.00%0.01%0.01%Q1 2022Q4 20224
Lifestyle Asset Management, Inc. 441.25%1.59%1.98%Q4 2022Q3 20234
WEDBUSH SECURITIES INC 440.02%0.03%0.03%Q4 2019Q3 20204
TOTAL INVESTMENT MANAGEMENT INC 440.04%0.05%0.07%Q4 2022Q3 20234
Pinnacle Private Wealth, LLC 330.22%0.30%0.38%Q4 2021Q2 20223
Sargent Bickham Lagudis LLC 330.00%0.00%0.00%Q2 2017Q4 20173
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 330.16%0.17%0.18%Q1 2022Q3 20223
CALTON & ASSOCIATES, INC. 330.05%0.06%0.06%Q3 2021Q1 20223
BB&T SECURITIES, LLC 330.00%0.01%0.01%Q1 2019Q3 20193
Jaffetilchin Investment Partners, LLC 330.08%0.15%0.20%Q4 2019Q2 20203
Arkadios Wealth Advisors 330.00%0.00%0.00%Q4 2020Q2 20213
Nilsine Partners, LLC 330.06%0.14%0.19%Q1 2023Q3 20233
AMERICAN INTERNATIONAL GROUP, INC. 330.00%0.00%0.00%Q2 2015Q4 20153
Truadvice, LLC 330.19%0.31%0.45%Q3 2020Q1 20213
Security Financial Services, INC. 330.10%0.10%0.11%Q1 2023Q3 20233
Anchor Investment Management, LLC 330.01%0.01%0.01%Q3 2022Q1 20233
ONE PLUS ONE WEALTH MANAGEMENT, LLC 330.18%0.26%0.31%Q1 2023Q3 20233
FLYNN ZITO CAPITAL MANAGEMENT, LLC 210.58%0.69%0.79%Q1 2022Q4 20223
Spire Wealth Management 210.00%0.00%0.01%Q1 2021Q4 20213
tru Independence LLC 330.13%0.17%0.20%Q4 2019Q2 20203
Conservest Capital Advisors, Inc. 330.03%0.03%0.03%Q1 2023Q3 20233
Brinker Capital Investments, LLC 210.00%0.02%0.03%Q4 2019Q4 20223
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
TRH Financial, LLC 330.12%0.18%0.22%Q2 2020Q4 20203
Coppell Advisory Solutions LLC 210.00%0.01%0.02%Q4 2022Q3 20233
Evergreen Wealth Solutions, LLC 330.37%0.86%1.79%Q2 2022Q4 20223
AlphaMark Advisors, LLC 330.03%0.04%0.04%Q1 2020Q3 20203
Pine Valley Investments Ltd Liability Co 330.25%0.30%0.40%Q1 2023Q3 20233
SIGNET FINANCIAL MANAGEMENT, LLC 210.02%0.02%0.02%Q2 2018Q4 20213
Belpointe Asset Management LLC 330.02%0.02%0.02%Q3 2022Q1 20233
Virtu KCG Holdings LLC 210.01%0.01%0.02%Q2 2016Q2 20173
Financial Management Professionals, Inc. 330.00%0.01%0.02%Q1 2023Q3 20233
MBA Advisors LLC 210.15%0.16%0.18%Q3 2021Q2 20223
Bowman & Co S.C. 330.64%0.73%0.89%Q2 2022Q4 20223
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
WBH ADVISORY INC 330.05%0.16%0.24%Q3 2021Q1 20223
Econ Financial Services Corp 330.65%0.67%0.69%Q1 2022Q3 20223
Stephens Consulting, LLC 330.08%0.11%0.16%Q1 2023Q3 20233
BARCLAYS PLC 330.00%0.00%0.00%Q1 2021Q3 20213
VitalStone Financial, LLC 210.05%0.07%0.12%Q4 2022Q3 20233
Integrated Advisors Network LLC 330.02%0.03%0.05%Q1 2021Q3 20213
SAXON INTERESTS, INC. 330.83%0.89%0.92%Q4 2022Q2 20233
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.00%0.01%0.02%Q4 2020Q2 20223
Moloney Securities Asset Management, LLC 330.21%0.25%0.28%Q3 2018Q1 20193
Ten Capital Wealth Advisors, LLC 330.03%0.03%0.04%Q3 2022Q1 20233
STEPHENS INC /AR/ 220.03%0.03%0.03%Q2 2023Q3 20232
Beacon Capital Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Jacobi Capital Management LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Bullseye Investment Management, LLC 220.32%0.33%0.35%Q4 2021Q1 20222
Revisor Wealth Management LLC 220.20%0.20%0.20%Q1 2023Q2 20232
Anfield Capital Management, LLC 110.01%0.01%0.01%Q4 2019Q2 20212
CNB Bank 110.00%0.02%0.03%Q4 2017Q2 20192
Bank of New York Mellon Corp 110.00%0.00%0.00%Q2 2016Q3 20232
Weaver Consulting Group 220.00%0.00%0.00%Q2 2020Q3 20202
Auour Investments LLC 220.15%0.16%0.18%Q2 2023Q3 20232
IAG Wealth Partners, LLC 110.01%0.02%0.03%Q4 2019Q1 20232
TimeScale Financial, Inc. 220.05%0.06%0.06%Q1 2023Q2 20232
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 220.04%0.04%0.05%Q2 2018Q3 20182
MUFG Americas Holdings Corp 220.00%0.00%0.00%Q3 2017Q4 20172
Lunt Capital Management, Inc. 220.26%0.26%0.27%Q2 2023Q3 20232
SUNTRUST BANKS INC 220.01%0.01%0.01%Q4 2018Q1 20192
Commonwealth Equity Services, Inc 220.00%0.00%0.00%Q2 2017Q3 20172
Fragasso Group Inc. 220.03%0.03%0.03%Q3 2023Q4 20232
BlackDiamond Wealth Management, LLC 220.34%0.34%0.34%Q4 2021Q1 20222
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q1 2022Q3 20222
Paragon Advisors, LLC 220.27%0.34%0.40%Q1 2020Q2 20202
3D ASSET MANAGEMENT, INC 220.56%0.61%0.66%Q2 2020Q3 20202
TITLEIST CAPITAL, LLC 220.06%0.11%0.17%Q1 2022Q2 20222
Burt Wealth Advisors 220.01%0.01%0.01%Q3 2020Q4 20202
Financial Planners of Cleveland, Inc. 221.07%2.05%3.02%Q4 2021Q1 20222
Bison Wealth, LLC 220.10%0.10%0.10%Q2 2023Q3 20232
Q3 Asset Management 110.70%0.84%0.98%Q2 2021Q4 20212
FIRST CITIZENS BANK & TRUST CO 220.02%0.02%0.02%Q1 2022Q2 20222
True Capital Management 220.17%0.18%0.20%Q4 2022Q1 20232
Global Financial Private Capital, Inc 220.00%0.00%0.00%Q2 2019Q3 20192
Icon Wealth Advisors, LLC 220.04%0.04%0.04%Q3 2022Q4 20222
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q1 20232
BESSEMER GROUP INC 220.00%0.00%0.00%Q4 2021Q1 20222
TRUSTCORE FINANCIAL SERVICES, LLC 220.01%0.02%0.02%Q4 2020Q1 20212
ABLE Financial Group, LLC 220.17%0.22%0.26%Q2 2023Q3 20232
Wealth Quarterback LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
OneAscent Financial Services LLC 220.13%0.14%0.14%Q4 2022Q1 20232
IAMS WEALTH MANAGEMENT, LLC 110.13%0.18%0.23%Q4 2022Q2 20232
Good Life Advisors, LLC 220.05%0.05%0.06%Q2 2023Q3 20232
RE Dickinson Investment Advisors, LLC 220.00%0.01%0.01%Q4 2021Q1 20222
Oder Investment Management, LLC 220.20%0.24%0.28%Q4 2020Q1 20212
Prime Capital Investment Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Connectus Wealth, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
NewDay Solutions, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
HARBOR INVESTMENT ADVISORY, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Northwest Bank & Trust Co 110.06%0.06%0.06%Q2 2023Q2 20231
CONDOR CAPITAL MANAGEMENT 110.46%0.46%0.46%Q1 2022Q1 20221
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q3 2020Q3 20201
Advisor Resource Council 110.03%0.03%0.03%Q2 2021Q2 20211
Pinnacle Bancorp, Inc. 110.02%0.02%0.02%Q1 2017Q1 20171
Aurora Private Wealth, Inc. 110.13%0.13%0.13%Q1 2020Q1 20201
GoalVest Advisory LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Grove Bank & Trust 110.09%0.09%0.09%Q3 2021Q3 20211
Comprehensive Financial Consultants Institutional, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Financial Futures Ltd Liability Co. 110.27%0.27%0.27%Q1 2022Q1 20221
Rosenberg Matthew Hamilton 111.06%1.06%1.06%Q1 2020Q1 20201
BOOTHBAY FUND MANAGEMENT, LLC 110.06%0.06%0.06%Q1 2020Q1 20201
Migdal Insurance & Financial Holdings Ltd. 110.00%0.00%0.00%Q4 2016Q4 20161
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Fisher Asset Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Oxler Private Wealth LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Baystate Wealth Management LLC 110.00%0.00%0.00%Q2 2023Q2 20231
F/M Investments LLC 110.22%0.22%0.22%Q3 2023Q3 20231
Providence Capital Advisors, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Activest Wealth Management 110.03%0.03%0.03%Q2 2022Q2 20221
AXXCESS WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
GFS Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Symphony Financial, Ltd. Co. 110.06%0.06%0.06%Q4 2021Q4 20211
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Vivaldi Capital Management LP 110.66%0.66%0.66%Q4 2022Q4 20221
Foster Victor Wealth Advisors, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
Financial Insights, Inc. 110.03%0.03%0.03%Q2 2021Q2 20211
Main Line Retirement Advisors, LLC 112.98%2.98%2.98%Q2 2023Q2 20231
Virtu Financial LLC 110.08%0.08%0.08%Q2 2018Q2 20181
Independent Advisor Alliance 110.28%0.28%0.28%Q4 2019Q4 20191
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Asset Dedication, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Intercontinental Wealth Advisors, LLC 110.14%0.14%0.14%Q3 2017Q3 20171
MBE Wealth Management, LLC 110.08%0.08%0.08%Q1 2020Q1 20201
BEACON FINANCIAL GROUP 110.15%0.15%0.15%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Baltimore-Washington Financial Advisors, Inc. 110.03%0.03%0.03%Q1 2022Q1 20221
Sterling Investment Advisors, Ltd. 110.02%0.02%0.02%Q4 2019Q4 20191
Trail Ridge Investment Advisors, LLC 110.44%0.44%0.44%Q2 2022Q2 20221
WealthShield Partners, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
MASSMUTUAL TRUST CO FSB/ADV 110.01%0.01%0.01%Q2 2022Q2 20221
CMC Financial Group 111.13%1.13%1.13%Q2 2019Q2 20191
INVENIO WEALTH PARTNERS LLC 110.19%0.19%0.19%Q3 2023Q3 20231
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Patten Group, Inc. 110.21%0.21%0.21%Q4 2020Q4 20201
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Archer Investment Corp 110.06%0.06%0.06%Q2 2021Q2 20211
COMERICA BANK 110.01%0.01%0.01%Q3 2023Q3 20231
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
ENCOMPASS WEALTH ADVISORS, LLC 110.11%0.11%0.11%Q1 2021Q1 20211
Colonial River Wealth Management, LLC 110.85%0.85%0.85%Q2 2021Q2 20211
Sound Income Strategies, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Measured Wealth Private Client Group, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Ascension Capital Advisors, Inc. 110.15%0.15%0.15%Q4 2019Q4 20191
Elequin Capital, LP 110.03%0.03%0.03%Q4 2021Q4 20211
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
S&T BANK/PA 110.05%0.05%0.05%Q4 2019Q4 20191
Team Financial Group, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Glassman Wealth Services 110.01%0.01%0.01%Q1 2023Q1 20231
Inscription Capital, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
AIRE ADVISORS, LLC 110.10%0.10%0.10%Q1 2022Q1 20221
Karn, Couzens & Associates, Inc. 110.24%0.24%0.24%Q4 2021Q4 20211
Salomon & Ludwin, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
FOUNDERS FINANCIAL SECURITIES LLC 110.08%0.08%0.08%Q2 2020Q2 20201
Ground Swell Capital, LLC 110.02%0.02%0.02%Q2 2014Q2 20141
GSG Advisors LLC 110.24%0.24%0.24%Q3 2023Q3 20231
Keystone Financial Group 110.22%0.22%0.22%Q3 2023Q3 20231
Blue Trust, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Allspring Global Investments Holdings, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
ACG Wealth 110.01%0.01%0.01%Q2 2022Q2 20221
AWM CAPITAL, LLC 110.14%0.14%0.14%Q4 2022Q4 20221
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.