FIRST TR EXCHANGE-TRADED FD shareholder history

Current and past FIRST TR EXCHANGE-TRADED FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 36360.00%0.02%0.10%Q4 2014Q3 202336
Freedom Investment Management, Inc. 33330.03%0.26%0.64%Q3 2015Q3 202333
ENVESTNET ASSET MANAGEMENT INC 2750.00%0.03%0.07%Q3 2015Q3 202332
LPL Financial LLC 32320.00%0.18%0.33%Q4 2015Q3 202332
ROYAL BANK OF CANADA 31310.00%0.02%0.04%Q1 2016Q3 202331
BENJAMIN F. EDWARDS & COMPANY, INC. 31310.01%0.14%0.76%Q1 2016Q3 202331
First Heartland Consultants, Inc. 31310.06%0.58%1.27%Q1 2016Q3 202331
Prospera Financial Services Inc 30300.07%0.30%1.06%Q2 2016Q3 202330
MORGAN STANLEY 30300.00%0.09%0.19%Q2 2016Q3 202330
Cambridge Investment Research Advisors, Inc. 30300.01%0.11%0.36%Q2 2016Q3 202330
UBS Group AG 2720.00%0.05%0.14%Q2 2015Q3 202329
Raymond James Financial Services Advisors, Inc. 29290.02%0.19%0.40%Q3 2016Q3 202329
RAYMOND JAMES & ASSOCIATES 29290.00%0.06%0.13%Q3 2016Q3 202329
Janney Montgomery Scott LLC 29290.04%0.05%0.08%Q3 2016Q3 202329
D.A. DAVIDSON & CO. 29290.01%0.05%0.10%Q3 2016Q3 202329
IFP Advisors, Inc 1710.02%0.47%1.80%Q1 2016Q3 202329
STIFEL FINANCIAL CORP 29290.00%0.06%0.10%Q3 2016Q3 202329
BEACON FINANCIAL GROUP 29290.29%1.14%2.18%Q3 2016Q3 202329
Miracle Mile Advisors, LLC 29290.06%1.09%2.75%Q3 2016Q3 202329
BerganKDV Wealth Management, LLC 29290.12%0.42%0.70%Q2 2016Q2 202329
Snowden Capital Advisors LLC 2080.20%0.65%0.98%Q3 2016Q3 202328
AlphaMark Advisors, LLC 28280.01%0.33%2.08%Q4 2016Q3 202328
STEPHENS INC /AR/ 28280.01%0.14%0.74%Q4 2016Q3 202328
SSI INVESTMENT MANAGEMENT LLC 28280.05%0.46%0.66%Q4 2016Q3 202328
DAVENPORT & Co LLC 28280.01%0.02%0.04%Q4 2016Q3 202328
Cetera Advisor Networks LLC 28280.01%0.15%0.32%Q4 2016Q3 202328
Private Advisor Group, LLC 28280.01%0.11%0.28%Q4 2016Q3 202328
HighTower Advisors, LLC 28280.00%0.04%0.12%Q4 2016Q3 202328
WINTRUST INVESTMENTS LLC 1980.06%0.70%3.36%Q4 2016Q3 202327
Stratos Wealth Partners, LTD. 27270.04%0.16%0.31%Q1 2017Q3 202327
JPMORGAN CHASE & CO 2520.00%0.00%0.00%Q4 2016Q3 202327
IHT Wealth Management, LLC 27270.00%0.14%0.75%Q1 2017Q3 202327
Migdal Insurance & Financial Holdings Ltd. 27270.00%0.11%0.23%Q1 2017Q3 202327
B. Riley Wealth Advisors, Inc. 27270.02%0.06%0.16%Q1 2017Q3 202327
PNC FINANCIAL SERVICES GROUP, INC. 27270.00%0.00%0.00%Q1 2017Q3 202327
Plante Moran Financial Advisors, LLC 27270.01%0.03%0.05%Q1 2017Q3 202327
MML INVESTORS SERVICES, LLC 26260.05%0.12%0.30%Q2 2017Q3 202326
Chicago Partners Investment Group LLC 26260.06%0.25%0.42%Q2 2017Q3 202326
WEALTHSOURCE PARTNERS, LLC 26260.02%0.32%1.39%Q2 2017Q3 202326
Global Retirement Partners, LLC 1970.00%0.06%0.20%Q1 2017Q3 202326
Cetera Advisors LLC 2240.02%0.05%0.14%Q1 2017Q3 202326
JANE STREET GROUP, LLC 1710.00%0.02%0.08%Q1 2016Q3 202325
WELLS FARGO & COMPANY/MN 25250.00%0.06%0.10%Q3 2017Q3 202325
RFG Advisory, LLC 25250.06%0.24%0.56%Q3 2017Q3 202325
Patten Group, Inc. 25250.04%0.35%0.70%Q3 2017Q3 202325
UNITED CAPITAL FINANCIAL ADVISORS, LLC 25250.09%0.33%0.54%Q3 2017Q3 202325
Steward Partners Investment Advisory, LLC 25250.00%0.19%0.44%Q3 2017Q3 202325
CITIGROUP INC 25250.00%0.01%0.01%Q3 2017Q3 202325
Cetera Investment Advisers 24240.17%0.48%1.22%Q4 2017Q3 202324
Cypress Capital Group 24240.14%1.35%2.46%Q4 2017Q3 202324
FIRST TRUST ADVISORS LP 2040.00%0.07%0.14%Q4 2016Q3 202324
Geneos Wealth Management Inc. 24240.14%0.27%0.47%Q1 2016Q4 202124
US BANCORP \DE\ 24240.00%0.01%0.02%Q4 2017Q3 202324
McIlrath & Eck, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
Wealthcare Advisory Partners LLC 24240.00%0.05%0.11%Q4 2017Q3 202324
LEVEL FOUR ADVISORY SERVICES, LLC 24240.04%0.79%2.05%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.10%0.33%0.59%Q4 2017Q3 202324
WEDBUSH SECURITIES INC 24240.06%0.22%0.74%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.08%0.12%Q4 2017Q3 202324
Eldridge Investment Advisors, Inc. 24240.08%2.01%5.10%Q4 2017Q3 202324
Atria Investments, Inc 23230.03%0.11%0.35%Q1 2018Q3 202323
Flaharty Asset Management, LLC 23230.62%3.38%7.22%Q1 2018Q3 202323
NORTHWEST WEALTH MANAGEMENT, LLC 23230.01%0.51%1.18%Q1 2018Q3 202323
AdvisorNet Financial, Inc 23230.00%0.03%0.13%Q1 2018Q3 202323
Advisory Services Network, LLC 2210.00%0.11%0.29%Q3 2017Q3 202323
Bank of New York Mellon Corp 2110.00%0.00%0.00%Q1 2017Q3 202323
Cornerstone Wealth Management, LLC 1030.03%0.11%0.25%Q2 2017Q3 202323
Grove Bank & Trust 22220.54%2.32%4.56%Q2 2018Q3 202322
Sigma Planning Corp 22220.03%0.20%0.50%Q2 2018Q3 202322
Prism Advisors, Inc. 22223.31%4.06%4.80%Q2 2018Q3 202322
Kingsview Wealth Management, LLC 1330.11%0.22%0.57%Q1 2017Q3 202322
Family Legacy, Inc. 22220.13%0.18%0.25%Q2 2018Q3 202322
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1710.05%0.33%1.72%Q3 2016Q3 202222
CLIFFORD SWAN INVESTMENT COUNSEL LLC 22220.03%0.76%1.27%Q2 2018Q3 202322
WealthShield Partners, LLC 1930.01%0.05%0.15%Q1 2018Q3 202322
Patriot Financial Group Insurance Agency, LLC 1650.02%0.16%0.43%Q1 2017Q1 202321
Simplicity Solutions, LLC 1130.01%0.28%1.20%Q1 2018Q3 202321
Renaissance Technologies 1740.00%0.01%0.02%Q1 2018Q3 202321
Castle Rock Wealth Management, LLC 1230.04%0.30%0.87%Q1 2018Q3 202321
NewEdge Advisors, LLC 2010.06%0.18%0.50%Q3 2016Q3 202321
MONEYWISE, INC. 1830.39%1.31%1.85%Q2 2018Q3 202321
Baird Financial Group, Inc. 2010.00%0.06%0.10%Q2 2018Q3 202321
StoneX Group Inc. 1710.09%0.44%0.96%Q2 2017Q3 202321
Koshinski Asset Management, Inc. 1610.03%0.07%0.18%Q4 2016Q3 202321
BLAIR WILLIAM & CO/IL 1830.00%0.07%0.22%Q1 2018Q3 202321
TD Capital Management LLC 21210.73%2.54%5.84%Q3 2018Q3 202321
Cornell Pochily Investment Advisors, Inc. 21210.16%1.09%1.80%Q3 2018Q3 202321
Karp Capital Management Corp 21211.01%1.59%2.47%Q3 2017Q3 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.04%0.16%0.27%Q3 2018Q3 202321
RAYMOND JAMES TRUST N.A. 21210.01%0.03%0.05%Q3 2018Q3 202321
WealthOne, LLC 20200.75%4.85%7.71%Q4 2018Q3 202320
CONDOR CAPITAL MANAGEMENT 20201.40%1.61%2.16%Q4 2018Q3 202320
Concorde Asset Management, LLC 1820.23%0.59%1.15%Q3 2018Q3 202320
Cranbrook Wealth Management, LLC 20200.37%0.92%1.50%Q4 2018Q3 202320
ACG Wealth 20200.06%0.39%1.02%Q4 2017Q3 202220
Towerpoint Wealth, LLC 20200.23%0.35%0.49%Q4 2018Q3 202320
DFPG INVESTMENTS, LLC 20200.06%0.70%1.61%Q4 2018Q3 202320
FMR LLC 1550.00%0.00%0.00%Q3 2018Q3 202320
FIRST HAWAIIAN BANK 1460.04%0.09%0.14%Q3 2018Q3 202320
Financial Gravity Asset Management, Inc. 1230.00%0.12%0.35%Q1 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.06%0.22%0.37%Q4 2018Q3 202320
RETIREMENT INCOME SOLUTIONS, INC 1460.11%1.15%2.91%Q2 2018Q3 202320
American Portfolios Advisors 20200.12%0.20%0.52%Q4 2017Q3 202220
Capital Analysts, LLC 20200.01%0.12%0.21%Q4 2018Q3 202320
CENTAURUS FINANCIAL, INC. 20200.02%0.13%0.39%Q1 2018Q4 202220
OLD MISSION CAPITAL LLC 1010.01%0.21%0.92%Q4 2017Q2 202320
MGO ONE SEVEN LLC 1710.02%0.10%0.24%Q4 2017Q3 202320
HBK Sorce Advisory LLC 19190.18%2.88%9.75%Q1 2019Q3 202319
First Horizon Advisors, Inc. 19190.02%0.16%0.52%Q1 2019Q3 202319
LexAurum Advisors, LLC 19190.14%1.43%2.05%Q1 2019Q3 202319
Arete Wealth Advisors, LLC 19190.11%0.20%0.42%Q4 2018Q2 202319
Archer Investment Corp 1090.01%0.25%0.85%Q4 2018Q3 202319
FIFTH THIRD BANCORP 1720.00%0.00%0.00%Q4 2017Q1 202319
SRS Capital Advisors, Inc. 1020.00%0.99%3.36%Q3 2018Q3 202319
PFG Advisors 19190.02%0.06%0.10%Q1 2019Q3 202319
CREATIVE FINANCIAL DESIGNS INC /ADV 1720.00%0.03%0.07%Q1 2017Q3 202319
Harvest Investment Services, LLC 1450.12%0.25%0.40%Q4 2018Q3 202319
Claro Advisors LLC 19190.11%1.41%3.77%Q1 2019Q3 202319
Mutual Advisors, LLC 19190.03%0.24%0.61%Q1 2019Q3 202319
CWM, LLC 1180.00%0.01%0.22%Q4 2018Q3 202319
American Financial Advisors, LLC 1450.07%3.83%5.47%Q4 2018Q3 202319
LADENBURG THALMANN FINANCIAL SERVICES INC. 19190.00%0.05%0.12%Q2 2015Q4 201919
Ausdal Financial Partners, Inc. 19190.08%0.22%0.46%Q1 2019Q3 202319
1834 INVESTMENT ADVISORS CO 19190.00%0.06%0.10%Q4 2017Q2 202219
Telos Capital Management, Inc. 19190.03%0.34%0.66%Q3 2017Q1 202219
First Allied Advisory Services, Inc. 18180.08%0.20%0.77%Q2 2016Q3 202018
Genesee Capital Advisors, LLC 1080.15%0.35%1.53%Q4 2018Q2 202318
Western Wealth Management, LLC 1080.03%0.23%0.62%Q1 2019Q3 202318
HUNTINGTON NATIONAL BANK 18180.00%0.00%0.00%Q2 2019Q3 202318
AVANTAX ADVISORY SERVICES, INC. 18180.02%0.11%0.17%Q2 2019Q3 202318
Hilltop Holdings Inc. 18180.08%0.22%0.45%Q1 2018Q2 202218
FLAGSHIP HARBOR ADVISORS, LLC 18180.01%0.07%0.20%Q3 2018Q4 202218
OPPENHEIMER & CO INC 1620.01%0.04%0.11%Q2 2017Q3 202318
Pinnacle Bancorp, Inc. 1710.01%0.06%0.14%Q4 2018Q3 202318
Advocacy Wealth Management Services, LLC 18180.00%4.74%14.33%Q1 2017Q2 202118
Jaffetilchin Investment Partners, LLC 840.02%0.09%0.24%Q3 2018Q3 202318
Stratos Wealth Advisors, LLC 18180.55%1.47%6.23%Q2 2019Q3 202318
OPTIMUM INVESTMENT ADVISORS 18180.05%0.15%0.28%Q3 2019Q4 202318
AE Wealth Management LLC 18180.11%0.37%0.90%Q2 2019Q3 202318
ERn Financial, LLC 1530.20%3.06%4.72%Q1 2019Q3 202318
Kovack Advisors, Inc. 18180.05%0.21%0.44%Q2 2019Q3 202318
SUSQUEHANNA INTERNATIONAL GROUP, LLP 510.00%0.00%0.06%Q3 2015Q3 202318
Aspire Private Capital, LLC 18180.01%0.22%0.62%Q2 2019Q3 202318
LINCOLN NATIONAL CORP 18180.01%0.12%0.25%Q2 2019Q3 202318
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 18180.00%0.00%0.02%Q2 2019Q3 202318
Citadel Advisors 610.00%0.00%0.02%Q1 2017Q3 202318
Aptus Capital Advisors, LLC 1070.00%0.02%0.06%Q1 2019Q3 202317
Cambridge Advisors Inc. 17170.09%0.46%0.90%Q3 2019Q3 202317
Integrated Wealth Concepts LLC 17170.03%0.06%0.10%Q3 2019Q3 202317
Clear Creek Financial Management, LLC 1250.86%2.45%5.20%Q2 2019Q3 202317
Sargent Bickham Lagudis LLC 17170.00%0.58%2.98%Q4 2018Q4 202217
Larson Financial Group LLC 17170.02%0.20%0.56%Q3 2019Q3 202317
IFG Advisory, LLC 17170.06%0.19%0.38%Q3 2019Q3 202317
INSPIRION WEALTH ADVISORS, LLC 17170.10%5.40%11.63%Q3 2019Q3 202317
RDA Financial Network 17170.11%0.17%0.37%Q1 2019Q1 202317
OneDigital Investment Advisors LLC 1430.01%0.05%0.26%Q4 2018Q3 202317
Sargent Investment Group, LLC 17170.18%0.43%0.75%Q3 2019Q3 202317
Csenge Advisory Group 17171.11%1.44%1.98%Q3 2019Q3 202317
1776 Wealth LLC 16160.33%0.43%0.54%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.03%0.32%0.79%Q4 2019Q3 202316
Allworth Financial LP 1420.00%0.01%0.04%Q4 2018Q3 202316
Ascension Capital Advisors, Inc. 16160.76%4.75%8.58%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16163.69%4.53%5.89%Q4 2019Q3 202316
Good Life Advisors, LLC 16160.30%0.89%1.41%Q4 2019Q3 202316
CHATHAM CAPITAL GROUP, INC. 16160.04%0.06%0.07%Q4 2017Q3 202116
Acorn Wealth Advisors, LLC 910.18%0.35%0.61%Q4 2017Q3 202316
GeoWealth Management, LLC 16160.00%0.53%2.30%Q4 2019Q3 202316
FMA ADVISORY INC 1510.71%0.93%1.22%Q1 2017Q1 202116
Pinnacle Advisory Group, Inc. 16160.03%0.46%1.61%Q1 2017Q4 202016
Equitable Holdings, Inc. 16160.01%0.02%0.04%Q4 2019Q3 202316
TL Private Wealth 16167.22%8.83%10.37%Q4 2019Q3 202316
Wagner Wealth Management, LLC 1240.31%1.91%4.38%Q4 2017Q3 202316
Atlas Private Wealth Management, LLC 16161.83%4.30%6.22%Q4 2019Q3 202316
Walkner Condon Financial Advisors LLC 16160.15%6.60%13.03%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.04%0.07%0.16%Q4 2019Q3 202316
Advisor Group, Inc. 15150.01%0.05%0.13%Q2 2016Q4 201915
Petix & Botte Co 1231.71%5.32%7.47%Q4 2019Q3 202315
SignalPoint Asset Management, LLC 15150.14%0.64%1.07%Q1 2020Q3 202315
BENJAMIN EDWARDS INC 15150.00%0.03%0.16%Q1 2020Q3 202315
FinTrust Capital Advisors, LLC 15150.04%0.18%0.44%Q1 2020Q3 202315
Mission Creek Capital Partners, Inc. 15150.05%0.10%0.19%Q4 2019Q2 202315
TOWNSQUARE CAPITAL LLC 15150.01%0.04%0.14%Q3 2019Q1 202315
OSAIC HOLDINGS, INC. 15150.08%0.14%0.18%Q1 2020Q3 202315
First Capital Advisors Group, LLC. 960.30%2.15%4.81%Q4 2016Q2 202315
Darwin Wealth Management, LLC 15150.01%2.33%3.45%Q1 2020Q3 202315
Vishria Bird Financial Group, LLC 15150.30%2.07%8.37%Q1 2020Q3 202315
HARBOR INVESTMENT ADVISORY, LLC 15150.00%0.01%0.01%Q1 2020Q3 202315
Pinion Investment Advisors, LLC 960.17%0.45%1.34%Q3 2019Q3 202315
Gladstone Institutional Advisory LLC 14140.04%0.12%0.48%Q2 2020Q3 202314
Front Row Advisors LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
&PARTNERS 14140.17%0.56%1.23%Q2 2020Q3 202314
Rockefeller Capital Management L.P. 14140.01%0.02%0.04%Q2 2020Q3 202314
EPG Wealth Management LLC 1130.07%0.38%2.35%Q4 2019Q3 202314
M Holdings Securities, Inc. 1210.03%0.22%0.43%Q3 2018Q3 202214
HARVEST GROUP WEALTH MANAGEMENT, LLC 14144.72%6.63%10.18%Q4 2019Q1 202314
J.W. COLE ADVISORS, INC. 1310.02%0.09%0.56%Q4 2019Q3 202314
J Arnold Wealth Management Co 14140.18%4.76%33.63%Q1 2020Q2 202314
TFG Advisers LLC 1310.10%0.15%0.20%Q4 2019Q2 202314
Sowell Financial Services LLC 720.03%0.26%0.56%Q4 2018Q1 202314
BB&T SECURITIES, LLC 14140.01%0.07%0.16%Q2 2016Q3 201914
Laurel Wealth Advisors, Inc. 1120.07%0.48%1.11%Q3 2019Q4 202213
New England Private Wealth Advisors LLC 13130.11%0.17%0.46%Q1 2018Q1 202113
Richard Bernstein Advisors LLC 13130.65%3.36%8.55%Q1 2019Q1 202213
NEXT Financial Group, Inc 1110.01%0.20%0.41%Q4 2016Q4 202113
Clarus Wealth Advisors 13130.24%0.46%0.68%Q2 2020Q2 202313
B. Riley Wealth Management, Inc. 13130.00%0.38%0.88%Q2 2019Q2 202213
Strategic Blueprint, LLC 13130.07%0.24%0.38%Q3 2020Q3 202313
SIGNATUREFD, LLC 610.00%0.00%0.00%Q2 2019Q1 202313
CHIRON CAPITAL MANAGEMENT, LLC 13130.37%0.68%1.02%Q3 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.06%0.24%0.48%Q3 2020Q3 202313
Tower Research Capital LLC (TRC) 610.00%0.00%0.00%Q4 2014Q3 202313
TELEMUS CAPITAL, LLC 1120.02%0.06%0.13%Q2 2018Q1 202313
Regal Investment Advisors LLC 1010.06%0.23%0.33%Q2 2018Q3 202313
Platform Technology Partners 1030.16%0.28%0.48%Q2 2020Q3 202313
Oxbow Advisors, LLC 13130.04%0.07%0.12%Q3 2019Q3 202213
Elevated Capital Advisors, LLC 510.27%0.51%0.78%Q1 2019Q3 202313
Barber Financial Group, Inc. 13131.07%1.98%5.68%Q4 2017Q4 202013
Concentrum Wealth Management 13130.65%1.53%3.63%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.11%0.19%0.38%Q3 2020Q3 202313
Mattern Wealth Management LLC 1030.30%0.75%3.11%Q2 2020Q3 202313
Spectrum Wealth Advisory Group, LLC 12120.30%1.21%2.44%Q2 2020Q1 202312
TRUSTCORE FINANCIAL SERVICES, LLC 12120.00%0.05%0.22%Q3 2018Q2 202112
Intrua Financial, LLC 12120.05%0.13%0.28%Q2 2020Q1 202312
3D/L Capital Management, LLC 12120.02%2.11%3.10%Q4 2020Q3 202312
Kowal Investment Group, LLC 12120.08%0.11%0.15%Q4 2020Q3 202312
USAdvisors Wealth Management, LLC 12120.10%0.36%1.01%Q4 2019Q3 202212
Ballew Advisors, Inc 12120.48%0.63%0.81%Q4 2020Q3 202312
Cedar Brook Financial Partners, LLC 12120.07%0.14%0.28%Q1 2020Q4 202212
Pinnacle Family Advisors, LLC 12120.20%0.55%0.95%Q4 2020Q3 202312
FSB PREMIER WEALTH MANAGEMENT, INC. 12120.92%1.10%1.26%Q4 2020Q3 202312
Capital Investment Advisors, LLC 12120.04%0.05%0.06%Q1 2017Q4 201912
Rede Wealth, LLC 12120.36%1.69%3.51%Q4 2020Q3 202312
Southland Equity Partners LLC 12120.14%0.27%0.52%Q4 2020Q3 202312
MRA Advisory Group 12121.18%2.49%4.24%Q4 2020Q3 202312
Crossmark Global Holdings, Inc. 12120.01%0.06%0.14%Q1 2020Q4 202212
MTM Investment Management, LLC 12120.07%0.10%0.13%Q4 2020Q3 202312
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1020.04%0.11%0.22%Q3 2020Q3 202312
Legacy Capital Wealth Partners, LLC 12120.47%1.63%2.17%Q4 2020Q3 202312
Cypress Wealth Services, LLC 12120.05%0.13%0.17%Q2 2018Q1 202112
Weitzel Financial Services, Inc. 12127.01%8.13%10.72%Q4 2020Q3 202312
SkyView Investment Advisors, LLC 12120.00%0.27%0.61%Q4 2020Q3 202312
Ameritas Investment Company, LLC 12120.21%0.60%1.16%Q4 2018Q3 202112
Total Clarity Wealth Management, Inc. 12120.73%1.43%3.07%Q4 2019Q3 202212
Stockman Wealth Management, Inc. 12120.41%5.59%13.81%Q4 2020Q3 202312
GPS Wealth Strategies Group, LLC 930.06%0.25%0.57%Q3 2020Q3 202312
Centennial Wealth Advisory LLC 12121.23%2.06%4.28%Q4 2020Q3 202312
True Link Financial Advisors, LLC 12120.40%0.55%0.70%Q4 2020Q3 202312
Sovereign Financial Group, Inc. 12120.09%0.23%0.30%Q4 2020Q3 202312
Alpha Omega Group, Inc. 12120.36%0.57%0.85%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.02%0.04%0.07%Q4 2020Q3 202312
Avior Wealth Management, LLC 930.01%0.02%0.03%Q4 2016Q3 202312
Indie Asset Partners, LLC 12120.22%0.30%0.40%Q4 2019Q3 202212
Destiny Wealth Partners, LLC 12120.50%0.84%1.11%Q4 2020Q3 202312
PSI Advisors, LLC 920.00%0.05%0.38%Q4 2020Q3 202311
WOODWARD DIVERSIFIED CAPITAL, LLC 11110.30%0.52%0.61%Q4 2020Q2 202311
Dynamic Advisor Solutions LLC 11110.02%0.04%0.07%Q2 2020Q4 202211
LVZ, Inc. 810.08%0.10%0.13%Q3 2016Q4 202011
CORBETT ROAD CAPITAL MANAGEMENT, LLC 11110.42%1.38%2.58%Q4 2019Q2 202211
Golden State Wealth Management, LLC 830.03%0.16%0.41%Q1 2019Q4 202111
Vivaldi Capital Management LP 11111.31%2.98%4.77%Q1 2021Q3 202311
SHAKER INVESTMENTS LLC/OH 11110.14%0.29%0.54%Q1 2021Q3 202311
Rathbones Group PLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Principle Wealth Partners LLC 11110.03%0.27%0.84%Q4 2019Q2 202211
Beacon Pointe Advisors, LLC 1010.01%0.05%0.13%Q2 2020Q3 202311
Main Street Financial Solutions, LLC 11110.05%0.12%0.32%Q4 2020Q2 202311
Clearview Wealth Advisors LLC 11110.01%0.04%0.08%Q4 2020Q2 202311
Ten Capital Wealth Advisors, LLC 11110.01%0.45%2.72%Q3 2020Q1 202311
BANK OF MONTREAL /CAN/ 920.00%0.00%0.01%Q4 2020Q3 202311
DEUTSCHE BANK AG\ 820.00%0.00%0.00%Q4 2018Q2 202110
SeaCrest Wealth Management, LLC 640.01%0.03%0.06%Q2 2018Q3 202210
Jacobi Capital Management LLC 10100.01%0.06%0.09%Q3 2019Q4 202110
TrueWealth Advisors, LLC 10100.25%1.75%2.95%Q2 2021Q3 202310
Virtue Capital Management, LLC 910.12%0.33%0.52%Q4 2019Q3 202310
Eudaimonia Partners, LLC 820.00%0.03%0.06%Q4 2019Q2 202210
Spire Wealth Management 550.00%0.24%0.53%Q1 2021Q3 202310
Raab & Moskowitz Asset Management LLC 910.00%0.08%0.10%Q4 2019Q3 202310
Laidlaw Wealth Management LLC 640.07%0.31%0.59%Q4 2020Q3 202310
Global Financial Private Capital, Inc 550.01%0.45%0.99%Q3 2017Q2 202010
Lloyd Advisory Services, LLC. 10100.05%0.18%0.36%Q4 2019Q1 202210
Integrated Advisors Network LLC 10100.02%0.10%0.14%Q2 2021Q3 202310
Venturi Wealth Management, LLC 550.04%0.11%0.22%Q2 2018Q1 202110
WASHINGTON TRUST Co 10100.00%0.00%0.00%Q2 2021Q3 202310
Blue Zone Wealth Advisors, LLC 10100.14%0.61%1.98%Q4 2019Q1 202210
TRANSCEND CAPITAL ADVISORS, LLC 10100.03%0.14%0.56%Q4 2020Q1 202310
Cresset Asset Management, LLC 10100.00%0.02%0.04%Q2 2021Q3 202310
Atlas Private Wealth Advisors 10100.23%2.60%4.18%Q2 2020Q3 202210
Continuum Advisory, LLC 10100.04%0.09%0.14%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.39%0.78%1.10%Q1 2021Q3 202310
Avestar Capital, LLC 10100.04%0.08%0.20%Q2 2021Q3 202310
TruWealth Advisors, LLC 10100.03%0.04%0.06%Q2 2021Q3 202310
CAPTRUST FINANCIAL ADVISORS 910.00%0.00%0.01%Q3 2018Q2 202210
Accel Wealth Management 10100.04%0.14%0.39%Q4 2020Q1 202310
GW HENSSLER & ASSOCIATES LTD 10100.48%2.72%5.23%Q3 2020Q4 202210
SYNOVUS FINANCIAL CORP 510.00%0.04%0.09%Q2 2017Q1 202210
WT Wealth Management 10100.21%1.03%1.66%Q4 2019Q1 202210
Antonetti Capital Management LLC 910.01%0.02%0.03%Q2 2010Q3 202310
ASSETMARK, INC 710.00%0.00%0.01%Q3 2019Q3 202310
Bay Harbor Wealth Management, LLC 10100.02%0.19%0.32%Q2 2019Q3 202110
Winfield Associates, Inc. 990.24%0.45%0.69%Q1 2020Q1 20229
Orion Portfolio Solutions, LLC 720.00%0.02%0.04%Q1 2020Q3 20239
Teamwork Financial Advisors, LLC 720.10%0.16%0.26%Q2 2020Q4 20229
Belpointe Asset Management LLC 810.01%0.03%0.06%Q2 2021Q3 20239
Hapanowicz & Associates Financial Services, Inc 995.12%5.66%6.90%Q2 2020Q2 20229
Camelot Portfolios, LLC 810.16%1.00%2.96%Q3 2019Q2 20229
LifePlan Financial Group, Inc 990.01%0.04%0.12%Q3 2018Q3 20209
Astor Investment Management LLC 633.81%4.19%4.58%Q2 2019Q3 20219
Rehmann Capital Advisory Group 810.00%0.23%0.64%Q2 2019Q4 20219
626 Financial, LLC 810.91%1.58%2.30%Q1 2021Q3 20239
Essex LLC 990.08%0.62%1.52%Q3 2021Q3 20239
ARQ WEALTH ADVISORS, LLC 522.08%4.50%6.43%Q1 2020Q3 20229
SMITH, MOORE & CO. 990.03%0.05%0.06%Q1 2021Q1 20239
TBH Global Asset Management, LLC 992.03%2.53%4.27%Q3 2021Q3 20239
Frontier Wealth Management LLC 630.02%0.04%0.08%Q3 2016Q3 20219
Independent Advisor Alliance 810.19%0.49%2.20%Q4 2019Q3 20239
Stonebridge Financial Planning Group, LLC 990.01%0.07%0.13%Q4 2019Q4 20219
Transamerica Financial Advisors, Inc. 810.00%0.03%0.08%Q1 2017Q2 20199
Capital Market Strategies LLC 990.81%2.81%4.94%Q4 2021Q4 20239
PFS Partners, LLC 885.95%7.49%9.36%Q4 2021Q3 20238
Laraway Financial Advisors Inc 880.52%0.57%0.64%Q4 2021Q3 20238
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 880.02%0.03%0.04%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.40%0.54%0.65%Q4 2021Q3 20238
Arlington Financial Advisors, LLC 714.54%5.91%11.03%Q4 2018Q3 20218
Brinker Capital Investments, LLC 620.00%0.01%0.02%Q1 2019Q3 20218
Newport Wealth Strategies, Inc. 880.17%2.02%2.80%Q4 2019Q3 20218
6 Meridian 880.80%1.24%1.68%Q1 2020Q4 20218
ARBOR CAPITAL MANAGEMENT INC /ADV 880.21%0.27%0.33%Q4 2021Q3 20238
Valeo Financial Advisors, LLC 510.00%0.00%0.00%Q2 2018Q1 20218
MSI Financial Services Inc 880.00%0.03%0.10%Q1 2015Q4 20168
GUARDIAN WEALTH ADVISORS, LLC / NC 880.01%0.02%0.07%Q4 2021Q3 20238
Quad-Cities Investment Group, LLC 620.02%0.11%0.37%Q2 2018Q3 20218
Endowment Wealth Management, Inc. 880.26%0.71%1.12%Q4 2021Q3 20238
SMITH CAPITAL MANAGEMENT INC /AR/ADV 880.42%1.61%3.14%Q4 2018Q3 20208
TWO SIGMA SECURITIES, LLC 210.00%0.02%0.07%Q4 2017Q2 20238
Investors Financial Group, LLC 710.31%0.61%0.96%Q4 2019Q4 20218
ADE, LLC 880.20%0.31%0.64%Q4 2020Q3 20228
M&R CAPITAL MANAGEMENT INC 880.00%0.00%0.01%Q1 2022Q4 20238
Cooper Financial Group 880.12%0.20%0.28%Q2 2019Q1 20218
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 880.74%1.11%1.23%Q4 2021Q3 20238
Gradient Investments LLC 710.00%0.00%0.00%Q1 2021Q3 20238
HL FINANCIAL SERVICES LLC 880.01%0.02%0.07%Q2 2017Q1 20198
CALTON & ASSOCIATES, INC. 880.06%0.09%0.10%Q1 2020Q4 20218
Hochman Cole Investment Advisors, Inc. 620.13%0.30%0.95%Q2 2017Q3 20218
AXXCESS WEALTH MANAGEMENT, LLC 880.02%0.06%0.10%Q4 2021Q3 20238
WEALTH EFFECTS LLC 880.85%1.73%2.35%Q4 2021Q3 20238
RETIREMENT GUYS FORMULA LLC 880.28%5.02%22.44%Q4 2021Q3 20238
Apollon Wealth Management, LLC 880.03%0.04%0.05%Q4 2021Q3 20238
Raleigh Capital Management Inc. 880.07%0.13%0.21%Q4 2021Q3 20238
WealthTrust Asset Management, LLC 881.02%6.15%10.13%Q2 2021Q1 20238
MEEDER ASSET MANAGEMENT INC 880.00%0.00%0.01%Q3 2020Q2 20228
Covington Capital Management 880.00%0.00%0.02%Q1 2020Q4 20218
COTTONWOOD CAPITAL ADVISORS, LLC 882.86%3.87%4.65%Q4 2021Q3 20238
Private Portfolio Partners LLC 880.06%0.15%0.21%Q2 2021Q1 20238
WEST MICHIGAN ADVISORS, LLC 880.11%0.89%5.76%Q4 2021Q3 20238
Landsberg, Bennett, & Dubbaneh LLC 881.32%2.65%3.39%Q4 2019Q3 20218
First PREMIER Bank 880.02%0.13%0.26%Q1 2021Q4 20228
National Wealth Management Group, LLC 880.40%0.98%1.57%Q4 2021Q3 20238
Holloway Wealth Management, LLC 880.04%0.47%0.98%Q2 2020Q1 20228
Security Financial Services, INC. 880.07%0.13%0.17%Q4 2021Q3 20238
3D ASSET MANAGEMENT, INC 774.25%4.73%5.29%Q1 2019Q3 20207
Triumph Capital Management 520.99%1.44%1.72%Q3 2021Q3 20237
Peterson Financial Group, Inc. 770.16%0.22%0.36%Q1 2022Q3 20237
SHEETS SMITH WEALTH MANAGEMENT 770.03%0.04%0.05%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.05%0.10%0.16%Q1 2022Q3 20237
SteelPeak Wealth, LLC 770.09%0.13%0.19%Q4 2019Q2 20217
CAMG Solamere Management, LLC 771.23%3.59%4.82%Q1 2020Q3 20217
DELTA ASSET MANAGEMENT LLC/TN 770.00%0.00%0.00%Q2 2018Q4 20197
Ameritas Investment Partners, Inc. 770.00%0.08%0.23%Q1 2022Q3 20237
Stonebridge Capital Advisors LLC 770.00%0.00%0.00%Q1 2022Q3 20237
EWG Elevate Inc. 770.09%1.99%4.17%Q1 2022Q3 20237
M&T BANK CORP 410.00%0.00%0.01%Q1 2018Q4 20207
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.00%0.01%Q1 2021Q4 20227
Bogart Wealth, LLC 770.02%0.04%0.08%Q3 2019Q1 20217
SILVER OAK SECURITIES, INCORPORATED 770.38%0.53%0.68%Q1 2022Q3 20237
MONEY CONCEPTS CAPITAL CORP 520.01%0.03%0.05%Q4 2020Q4 20227
Progeny 3, Inc. 771.23%1.85%2.76%Q1 2021Q3 20227
ICA Group Wealth Management, LLC 770.15%0.36%0.49%Q1 2022Q3 20237
Wills Financial Group, Inc. 770.86%1.21%1.39%Q1 2017Q3 20187
20/20 Capital Management, Inc. 770.67%1.79%3.17%Q4 2019Q2 20217
Holistic Financial Partners 770.23%0.42%0.49%Q1 2022Q3 20237
MARIPAU WEALTH MANAGEMENT LLC 770.20%0.37%0.50%Q1 2022Q3 20237
Partnervest Advisory Services LLC 610.14%0.21%0.28%Q4 2018Q3 20207
Outlook Wealth Advisors, LLC 770.44%0.63%1.07%Q1 2020Q3 20217
TriaGen Wealth Management LLC 770.95%1.19%1.50%Q4 2020Q2 20227
Truadvice, LLC 430.09%0.20%0.41%Q3 2020Q3 20237
Braun-Bostich & Associates Inc. 431.45%2.64%4.44%Q4 2020Q3 20227
Mariner, LLC 610.00%0.02%0.04%Q4 2021Q3 20237
Weaver Consulting Group 770.00%0.01%0.01%Q1 2019Q3 20207
Hedeker Wealth, LLC 770.24%1.18%2.10%Q1 2022Q3 20237
Icon Wealth Partners, LLC 410.03%0.13%0.29%Q4 2017Q4 20217
Atria Wealth Solutions, Inc. 770.08%0.17%0.30%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.16%0.36%0.64%Q4 2021Q3 20237
Friedenthal Financial 770.19%1.37%1.66%Q1 2022Q3 20237
Moors & Cabot, Inc. 770.02%0.04%0.07%Q2 2021Q4 20227
San Luis Wealth Advisors LLC 510.27%0.82%1.72%Q4 2020Q3 20226
Tanager Wealth Management LLP 420.11%0.70%3.36%Q4 2021Q3 20236
Cascadia Advisory Services, LLC 310.07%0.16%0.27%Q4 2019Q3 20216
Ifrah Financial Services, Inc. 660.49%0.51%0.55%Q2 2022Q3 20236
Advisor Resource Council 510.02%0.06%0.13%Q2 2021Q1 20236
L.M. KOHN & COMPANY 660.22%0.28%0.33%Q1 2022Q2 20236
NORTHSTAR WEALTH PARTNERS LLC 660.14%0.20%0.30%Q1 2019Q2 20206
Princeton Global Asset Management LLC 660.01%0.01%0.02%Q2 2021Q3 20226
Savior LLC 660.00%0.01%0.01%Q1 2020Q2 20216
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q3 2017Q3 20236
Connectus Wealth, LLC 660.01%0.07%0.15%Q2 2022Q3 20236
ProVise Management Group, LLC 660.02%0.03%0.04%Q4 2020Q1 20226
SII INVESTMENTS INC/WI 660.04%0.27%0.67%Q3 2016Q4 20176
AMERIPRISE FINANCIAL INC 310.00%0.00%0.00%Q3 2019Q3 20226
AGILIS PARTNERS LLC 660.42%4.09%8.72%Q3 2020Q4 20216
MANCHESTER FINANCIAL INC 660.41%1.79%4.04%Q4 2021Q1 20236
Treynor Bancshares, Inc. 662.29%2.53%2.92%Q4 2021Q1 20236
Legacy Private Trust Co. 661.11%1.21%1.27%Q2 2022Q3 20236
THRIVENT FINANCIAL FOR LUTHERANS 410.00%0.00%0.00%Q2 2021Q2 20236
PRIVATE TRUST CO NA 660.09%0.12%0.16%Q2 2022Q3 20236
PALLADIUM PARTNERS LLC 660.03%0.05%0.07%Q4 2020Q1 20226
HOWARD WEALTH MANAGEMENT, LLC 330.13%0.16%0.25%Q1 2021Q3 20226
FIRETHORN WEALTH PARTNERS, LLC 310.18%0.24%0.35%Q4 2020Q3 20226
SEARCY FINANCIAL SERVICES INC /ADV 6611.46%12.84%13.62%Q2 2022Q3 20236
Householder Group Estate & Retirement Specialist, LLC 410.60%0.79%1.01%Q4 2021Q3 20236
Keystone Financial Services 660.12%0.13%0.16%Q1 2022Q2 20236
Faithward Advisors, LLC 420.03%0.31%1.05%Q3 2019Q2 20216
BOKF, NA 220.01%0.01%0.02%Q4 2020Q4 20226
IFC Holdings Incorporated/FL 660.02%0.15%0.34%Q3 2016Q4 20176
COMPASS FINANCIAL ADVISORS LLC 660.44%0.58%0.66%Q4 2021Q1 20236
Strategic Investment Advisors / MI 660.70%0.73%0.78%Q2 2019Q3 20206
VisionPoint Advisory Group, LLC 660.11%0.22%0.33%Q4 2018Q1 20206
Rosenberg Matthew Hamilton 660.00%0.00%0.01%Q2 2020Q3 20216
Keystone Financial Group 420.94%1.03%1.08%Q1 2022Q3 20236
Hanlon Investment Management, Inc. 660.08%0.12%0.23%Q1 2019Q2 20206
BESSEMER GROUP INC 510.00%0.00%0.00%Q2 2021Q4 20226
Cerity Partners LLC 660.00%0.01%0.03%Q2 2022Q3 20236
Valmark Advisers, Inc. 660.01%0.02%0.03%Q4 2017Q1 20196
Mach-1 Financial Group, LLC 660.11%0.72%1.52%Q2 2022Q3 20236
FDx Advisors, Inc. 420.01%0.02%0.03%Q1 2019Q1 20216
FLOW TRADERS U.S. LLC 310.04%0.29%0.73%Q3 2016Q3 20226
Ahrens Investment Partners LLC 320.01%0.15%0.51%Q3 2020Q2 20225
JNBA Financial Advisors 550.00%0.01%0.01%Q1 2019Q1 20205
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 550.01%0.01%0.01%Q1 2020Q1 20215
Financial Planning & Information Services, Inc. 550.11%1.49%2.41%Q3 2022Q3 20235
Perennial Investment Advisors, LLC 320.11%0.22%0.34%Q3 2020Q3 20235
Advisors Asset Management, Inc. 550.00%0.00%0.00%Q1 2019Q1 20205
PACIFIC SUN FINANCIAL CORP 550.19%0.21%0.24%Q3 2021Q3 20225
Creative Planning 210.00%0.00%0.00%Q1 2017Q3 20235
Sterling Investment Advisors, Ltd. 550.18%0.22%0.27%Q4 2019Q4 20205
Moloney Securities Asset Management, LLC 550.05%0.18%0.26%Q4 2019Q4 20205
Merit Financial Group, LLC 320.10%0.14%0.18%Q4 2017Q1 20205
Ironwood Financial, llc 550.00%0.00%0.01%Q3 2020Q3 20215
Westover Capital Advisors, LLC 552.34%2.78%3.03%Q1 2022Q1 20235
BARRETT & COMPANY, INC. 550.74%0.79%0.82%Q3 2022Q3 20235
Smithfield Trust Co 550.00%0.00%0.00%Q3 2022Q3 20235
Altium Wealth Management LLC 550.06%0.10%0.14%Q4 2018Q4 20195
RiverTree Advisors, LLC 556.52%7.67%10.77%Q3 2022Q3 20235
ODonnell Financial Services, LLC 550.13%0.29%0.77%Q3 2021Q3 20225
Hexagon Capital Partners LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Qube Research & Technologies Ltd 550.00%0.00%0.00%Q2 2021Q2 20225
MBE Wealth Management, LLC 550.16%0.29%0.35%Q1 2020Q1 20215
Global Assets Advisory, LLC 551.12%1.27%1.38%Q3 2022Q3 20235
Horan Securities, Inc. 410.00%0.01%0.02%Q3 2019Q2 20235
Allred Capital Management, LLC 550.13%0.26%0.36%Q4 2018Q4 20195
James J. Burns & Company, LLC 550.70%0.83%0.97%Q3 2022Q3 20235
Clearwater Capital Advisors, LLC 550.06%0.11%0.14%Q1 2019Q1 20205
Marks Wealth, LLC 551.82%3.10%4.92%Q1 2021Q1 20225
Insight Inv LLC 550.19%0.25%0.37%Q3 2022Q3 20235
S.C. Financial Services, Inc. 550.46%0.59%0.74%Q4 2021Q4 20225
Coppell Advisory Solutions LLC 410.20%0.41%0.86%Q4 2020Q3 20235
Financial Enhancement Group LLC 552.29%3.06%4.13%Q3 2022Q3 20235
MCDONALD PARTNERS LLC 320.05%0.06%0.06%Q1 2021Q2 20225
Insight Advisors, LLC/ PA 410.16%0.28%0.41%Q4 2020Q1 20225
HBW ADVISORY SERVICES LLC 410.22%0.52%0.75%Q3 2019Q2 20225
STRINGER ASSET MANAGEMENT, LLC 310.16%1.18%1.97%Q2 2015Q1 20205
Strategic Asset Management, LLC 550.03%0.04%0.04%Q3 2021Q3 20225
55I, LLC 550.01%0.05%0.14%Q1 2020Q1 20215
SVB WEALTH LLC 550.00%0.00%0.01%Q3 2020Q3 20215
Brendel Financial Advisors LLC 310.06%0.66%2.52%Q3 2019Q2 20215
Prime Capital Investment Advisors, LLC 550.01%0.05%0.09%Q3 2022Q3 20235
EdgeRock Capital LLC 550.14%0.26%0.36%Q2 2022Q2 20235
Beacon Financial Advisory LLC 410.12%0.17%0.22%Q4 2019Q1 20215
Commonwealth Equity Services, Inc 550.00%0.01%0.02%Q3 2016Q3 20175
Premia Global Advisors, LLC 550.29%0.54%0.86%Q2 2018Q2 20195
KRAEMATON INVESTMENT ADVISORS, INC 550.88%0.97%1.11%Q4 2021Q4 20225
INVESTMENT CENTERS OF AMERICA INC 550.04%0.07%0.09%Q3 2016Q3 20175
Capital Asset Advisory Services LLC 410.01%0.54%1.03%Q4 2018Q4 20205
CoreCap Advisors, LLC 550.02%0.29%0.75%Q4 2021Q4 20225
StrongBox Wealth, LLC 550.12%0.56%0.74%Q1 2021Q1 20225
Blue Trust, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
PATRON PARTNERS, LLC 550.14%0.56%1.22%Q4 2020Q4 20215
Laird Norton Wetherby Wealth Management, LLC 550.03%0.05%0.06%Q1 2020Q1 20215
Baystate Wealth Management LLC 440.01%0.01%0.01%Q4 2016Q3 20174
Aviance Capital Partners, LLC 440.63%0.76%0.90%Q3 2019Q2 20204
COMERICA BANK 310.00%0.01%0.04%Q1 2020Q3 20234
Mainsail Financial Group, LLC 442.25%2.60%2.76%Q4 2022Q3 20234
Alpha Financial Advisors, LLC 442.84%3.19%3.94%Q4 2022Q3 20234
MERCER GLOBAL ADVISORS INC /ADV 440.01%0.01%0.02%Q4 2022Q3 20234
Realta Investment Advisors 220.03%0.03%0.04%Q3 2022Q3 20234
CAPITAL ONE FINANCIAL CORP 440.05%0.10%0.13%Q1 2020Q4 20204
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
CREDIT SUISSE AG/ 440.00%0.00%0.00%Q4 2021Q3 20224
FURE FINANCIAL CORP 441.02%1.22%1.62%Q4 2019Q3 20204
Old Port Advisors 440.09%0.11%0.13%Q1 2020Q4 20204
CreativeOne Wealth, LLC 310.02%0.12%0.27%Q4 2020Q4 20214
Wealthstreet Investment Advisors, LLC 440.07%0.08%0.09%Q2 2020Q1 20214
Clear Perspective Advisors, LLC 445.11%5.92%7.37%Q1 2021Q4 20214
MATHER GROUP, LLC. 440.01%0.09%0.14%Q3 2022Q2 20234
Richard W. Paul & Associates, LLC 440.46%0.73%0.87%Q4 2022Q3 20234
Alpha Cubed Investments, LLC 440.02%0.02%0.03%Q4 2019Q3 20204
KMG FIDUCIARY PARTNERS, LLC 440.08%0.12%0.14%Q4 2022Q3 20234
U.S. Capital Wealth Advisors, LLC 310.01%0.02%0.03%Q3 2021Q4 20224
Family Capital Management, Inc. 440.13%0.43%1.27%Q4 2022Q3 20234
AIFG Consultants Ltd. 440.82%1.20%2.02%Q4 2022Q3 20234
Mendota Financial Group, LLC 440.15%0.28%0.46%Q4 2022Q3 20234
Center For Asset Management LLC 440.29%0.30%0.32%Q4 2020Q3 20214
Beirne Wealth Consulting Services, LLC 440.23%0.28%0.37%Q4 2018Q3 20194
Bigelow Investment Advisors, LLC 440.53%0.67%0.78%Q4 2022Q3 20234
Arlington Capital Management, Inc. 440.39%0.67%1.02%Q4 2022Q3 20234
REILLY FINANCIAL ADVISORS, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Anfield Capital Management, LLC 440.16%0.29%0.58%Q3 2020Q2 20214
WBI INVESTMENTS, LLC 220.08%1.00%2.00%Q4 2017Q4 20184
Whitaker-Myers Wealth Managers, LTD. 440.15%0.19%0.25%Q4 2022Q3 20234
Bridgeworth, LLC 440.06%0.22%0.39%Q3 2017Q2 20184
Foundations Investment Advisors, LLC 440.01%0.07%0.10%Q4 2022Q3 20234
IAMS WEALTH MANAGEMENT, LLC 441.66%2.24%2.54%Q4 2022Q3 20234
Professional Financial Advisors, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Fermata Advisors, LLC 440.11%0.14%0.20%Q2 2022Q1 20234
Capital One Investing, Inc. 440.19%0.21%0.26%Q4 2018Q3 20194
Berger Financial Group, Inc 442.88%3.02%3.21%Q4 2022Q3 20234
PARK AVENUE SECURITIES LLC 440.01%0.02%0.03%Q4 2022Q3 20234
V Wealth Advisors LLC 310.01%0.14%0.25%Q2 2017Q3 20224
CITY HOLDING CO 440.08%0.15%0.24%Q4 2022Q3 20234
Lucia Wealth Services, LLC 440.09%0.53%0.85%Q4 2019Q3 20204
Parallel Advisors, LLC 210.00%0.00%0.00%Q1 2018Q3 20224
TCP Asset Management, LLC 440.34%1.53%1.98%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.01%0.03%0.04%Q4 2022Q3 20234
Gallacher Capital Management LLC 440.14%0.27%0.46%Q4 2022Q3 20234
TCWP LLC 440.40%0.45%0.50%Q4 2021Q3 20224
Narwhal Capital Management 440.04%0.05%0.06%Q4 2022Q3 20234
Virtu KCG Holdings LLC 210.01%0.01%0.02%Q3 2015Q1 20174
USCA RIA LLC 440.04%0.05%0.06%Q3 2020Q2 20214
Arden Trust Co 440.13%0.24%0.35%Q2 2019Q1 20204
Gateway Wealth Partners, LLC 440.09%0.13%0.16%Q4 2022Q3 20234
Herold Advisors, Inc. 210.05%0.09%0.13%Q3 2021Q3 20234
Donald L. Hagan, LLC 310.36%1.86%4.72%Q1 2018Q3 20194
Columbus Macro, LLC 441.16%1.40%1.64%Q1 2020Q4 20204
SHINE INVESTMENT ADVISORY SERVICES INC 440.00%0.01%0.02%Q4 2018Q3 20194
Dominguez Wealth Management Solutions, Inc. 444.46%4.57%4.69%Q4 2022Q3 20234
BREITER CAPITAL MANAGEMENT INC 220.27%0.33%0.41%Q3 2020Q3 20214
Titus Wealth Management 440.24%0.52%0.90%Q4 2019Q3 20204
True Wealth Design, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
AMERICAN INTERNATIONAL GROUP, INC. 440.00%0.00%0.00%Q2 2015Q1 20164
BlueCrest Capital Management Ltd 440.06%0.30%0.78%Q4 2022Q3 20234
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 440.00%0.01%0.02%Q2 2022Q1 20234
1 NORTH WEALTH SERVICES LLC 222.99%3.23%3.35%Q4 2018Q4 20194
RMR Wealth Builders 441.32%1.50%1.65%Q4 2021Q3 20224
NATIONAL PLANNING CORP 210.03%0.05%0.10%Q4 2016Q3 20173
Ford Financial Group, LLC 330.79%1.24%2.05%Q2 2022Q4 20223
Visionary Wealth Advisors 330.06%0.25%0.41%Q1 2023Q3 20233
Tanglewood Legacy Advisors, LLC 330.04%0.04%0.04%Q4 2022Q2 20233
Trinity Legacy Partners, LLC 330.10%0.15%0.19%Q1 2020Q3 20203
Coastwise Capital Group, LLC 330.28%0.31%0.35%Q1 2022Q3 20223
MOTCO 330.00%0.00%0.00%Q4 2020Q2 20213
Financial Gravity Companies, Inc. 210.24%0.33%0.41%Q4 2017Q4 20183
Altus Wealth Group LLC 330.22%0.28%0.36%Q4 2020Q2 20213
Intelligence Driven Advisers, LLC 330.05%0.46%0.74%Q4 2020Q2 20213
Blackhawk Capital Partners LLC. 339.45%9.67%10.00%Q3 2018Q1 20193
Wealth & Pension Services Group, Inc. 330.17%0.22%0.25%Q1 2019Q3 20193
SEI INVESTMENTS CO 210.00%0.00%0.00%Q2 2017Q2 20183
Hightower 6M Holding, LLC 330.83%0.84%0.85%Q1 2022Q3 20223
NewEdge Wealth, LLC 330.01%0.06%0.11%Q1 2023Q3 20233
DAYMARK WEALTH PARTNERS, LLC 330.02%0.03%0.04%Q1 2023Q3 20233
WCG Wealth Advisors LLC 220.00%0.38%1.10%Q2 2022Q3 20223
Crumly & Associates Inc. 330.19%0.23%0.27%Q1 2020Q3 20203
WOLFF WIESE MAGANA LLC 330.01%0.20%0.32%Q4 2020Q2 20213
CENTRAL TRUST Co 330.00%0.00%0.00%Q1 2022Q3 20223
O'Connor Financial Group LLC 330.35%0.36%0.37%Q1 2023Q3 20233
Pasadena Private Wealth, LLC 330.36%0.70%0.92%Q2 2019Q4 20193
Financial Management Professionals, Inc. 330.00%0.00%0.00%Q4 2018Q2 20193
Pine Valley Investments Ltd Liability Co 330.10%0.12%0.14%Q1 2023Q3 20233
Secure Asset Management, LLC 330.16%0.23%0.27%Q4 2019Q2 20203
ADVANTAGE INVESTMENT MANAGEMENT, LLC 330.62%0.80%0.90%Q1 2019Q3 20193
Paloma Partners Management Co 330.02%0.02%0.03%Q2 2019Q4 20193
Pinnacle Private Wealth, LLC 330.10%0.13%0.16%Q4 2021Q2 20223
Sterling Manor Financial, LLC 210.45%1.90%4.59%Q4 2020Q1 20233
Montecito Bank & Trust 330.04%0.08%0.11%Q4 2020Q2 20213
Planning Solutions Group LLC 330.41%0.42%0.44%Q4 2018Q2 20193
Imprint Wealth LLC 330.14%0.84%1.38%Q1 2023Q3 20233
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 330.07%0.08%0.08%Q1 2019Q3 20193
Sunbelt Securities, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Private Advisory Group LLC 210.04%0.66%1.90%Q1 2020Q2 20233
Sound Income Strategies, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Colonial River Wealth Management, LLC 331.12%1.13%1.14%Q1 2023Q3 20233
RE Dickinson Investment Advisors, LLC 330.00%0.03%0.04%Q4 2021Q2 20223
MOSELEY INVESTMENT MANAGEMENT INC 330.26%0.28%0.30%Q1 2019Q3 20193
Farmers & Merchants Trust Co of Long Beach 330.08%0.10%0.11%Q2 2021Q4 20213
BB&T INVESTMENT SERVICES, INC. 330.01%0.01%0.01%Q2 2017Q4 20173
Lion Street Advisors, LLC 330.08%0.14%0.19%Q1 2023Q3 20233
Concord Wealth Partners 330.01%0.32%0.79%Q4 2020Q2 20213
TAP Consulting, LLC 330.78%0.90%0.97%Q1 2023Q3 20233
Integrity Financial Corp /WA 330.23%0.30%0.38%Q4 2021Q2 20223
Nordwand Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Cutter & CO Brokerage, Inc. 210.07%0.07%0.08%Q2 2022Q3 20233
RELIANCE TRUST CO OF DELAWARE 330.16%0.40%0.53%Q3 2018Q1 20193
Ellsworth Advisors, LLC 330.24%0.26%0.27%Q1 2022Q3 20223
Nilsine Partners, LLC 331.03%1.05%1.09%Q1 2023Q3 20233
Trilogy Capital Inc. 210.00%0.04%0.06%Q3 2018Q3 20233
OneAscent Wealth Management LLC 330.69%0.72%0.77%Q1 2023Q3 20233
Coppell Advisory Solutions Corp. 220.24%0.30%0.36%Q4 2022Q1 20232
Mason & Associates Inc 220.16%0.19%0.21%Q4 2021Q1 20222
Financial Services Advisory Inc 220.46%0.55%0.63%Q2 2020Q3 20202
Claraphi Advisory Network, LLC 110.03%0.03%0.03%Q3 2019Q1 20202
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
BIVIN & ASSOCIATES, INC. 110.07%0.07%0.07%Q4 2021Q2 20222
Midwest Financial Group LLC 223.50%3.54%3.56%Q2 2023Q3 20232
Interchange Capital Partners, LLC 220.22%0.22%0.23%Q4 2020Q1 20212
Centerpoint Advisors, LLC 220.00%0.00%0.01%Q1 2023Q2 20232
GoalVest Advisory LLC 110.00%0.00%0.00%Q4 2020Q1 20222
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 220.02%0.02%0.02%Q3 2020Q4 20202
Williams Financial, LLC 220.34%0.36%0.37%Q1 2021Q2 20212
Vestmark Advisory Solutions, Inc. 110.02%0.02%0.02%Q2 2021Q2 20232
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2021Q2 20232
Key Client Fiduciary Advisors, LLC 220.35%0.39%0.43%Q4 2021Q1 20222
Lake Point Wealth Management 220.01%0.01%0.01%Q1 2019Q2 20192
Capital Wealth Planning, LLC 110.02%0.02%0.02%Q3 2019Q1 20202
HRT FINANCIAL LP 110.01%0.01%0.01%Q4 2020Q2 20232
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
GREAT VALLEY ADVISOR GROUP, INC. 110.01%0.05%0.10%Q1 2019Q2 20222
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q4 2021Q3 20232
Sandy Spring Bank 110.00%0.00%0.00%Q2 2017Q4 20212
WMG Financial Advisors, LLC 220.16%0.17%0.18%Q4 2021Q1 20222
CNB Bank 110.00%0.00%0.00%Q4 2017Q4 20212
Adams Wealth Management 220.58%0.83%1.09%Q4 2019Q1 20202
FormulaFolio Investments, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Sequoia Wealth Management, LLC 220.66%0.69%0.72%Q1 2019Q2 20192
True Capital Management 220.16%0.20%0.24%Q4 2022Q1 20232
Abbot Financial Management, Inc. 220.58%0.59%0.59%Q2 2023Q3 20232
JUNCTURE WEALTH STRATEGIES, LLC 220.10%0.11%0.11%Q2 2018Q3 20182
Lido Advisors, LLC 220.01%0.01%0.01%Q2 2020Q3 20202
Catalyst Wealth Management, LLC 220.21%0.22%0.22%Q4 2022Q1 20232
Q3 Asset Management 221.23%1.91%2.60%Q1 2022Q2 20222
SIMPLEX TRADING, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Elk River Wealth Management, LLC 220.08%0.09%0.09%Q4 2020Q1 20212
REUTER JAMES WEALTH MANAGEMENT, LLC 224.89%5.79%6.69%Q4 2021Q1 20222
Center for Financial Planning, Inc. 220.01%0.02%0.02%Q4 2020Q1 20212
SUNTRUST BANKS INC 220.00%0.00%0.00%Q2 2019Q3 20192
Presidio Capital Management, LLC 220.23%0.24%0.24%Q2 2022Q3 20222
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q1 2020Q2 20232
Stegent Equity Advisors, Inc. 220.73%1.32%1.92%Q1 2022Q2 20222
Castleview Partners, LLC 110.00%0.58%1.16%Q1 2018Q4 20212
Sanctuary Wealth Management, L.L.C. 220.01%0.01%0.01%Q2 2023Q3 20232
W.H. Cornerstone Investments Inc. 110.20%0.26%0.33%Q3 2022Q3 20232
NWAM LLC 220.02%0.02%0.03%Q1 2021Q2 20212
INTREPID CAPITAL MANAGEMENT INC 220.05%0.06%0.06%Q2 2023Q3 20232
Waverly Advisors, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
Advisory Alpha, LLC 220.02%0.03%0.03%Q4 2022Q1 20232
Waterloo Capital, L.P. 110.24%0.32%0.40%Q1 2020Q3 20232
MANUFACTURERS LIFE INSURANCE COMPANY, THE 220.00%0.00%0.00%Q2 2018Q3 20182
tru Independence LLC 110.01%0.01%0.01%Q4 2019Q2 20212
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.02%0.03%0.03%Q2 2023Q3 20232
Salomon & Ludwin, LLC 110.00%0.03%0.05%Q1 2020Q3 20232
SPC Financial, Inc. 223.14%3.15%3.15%Q2 2022Q3 20222
Sage Advisory Services, Ltd.Co. 220.53%0.55%0.56%Q2 2023Q3 20232
Quaker Wealth Management, LLC 116.06%9.53%12.99%Q1 2021Q3 20212
Hayden Royal, LLC 221.88%2.02%2.16%Q4 2019Q1 20202
LEAVELL INVESTMENT MANAGEMENT, INC. 220.02%0.02%0.02%Q1 2021Q2 20212
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.01%Q2 2020Q4 20202
Authentikos Wealth Advisory, LLC 110.02%0.79%1.55%Q1 2023Q3 20232
Invst, LLC 220.21%0.24%0.26%Q3 2017Q4 20172
Tradition Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Lunt Capital Management, Inc. 222.78%2.80%2.83%Q2 2023Q3 20232
Ruggie Capital Group 220.07%0.24%0.41%Q4 2018Q1 20192
Sonora Investment Management, LLC 220.01%0.01%0.01%Q2 2021Q3 20212
WHITTIER TRUST CO 220.00%0.00%0.00%Q3 2021Q4 20212
Per Stirling Capital Management, LLC. 220.06%0.73%1.39%Q4 2022Q1 20232
Farmers & Merchants Trust Co of Chambersburg PA 220.00%0.00%0.00%Q1 2021Q2 20212
Simplicity Wealth,LLC 220.37%0.41%0.44%Q4 2022Q1 20232
Masso Torrence Wealth Management Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
ASPIRIANT, LLC 110.10%0.10%0.10%Q3 2019Q3 20191
Wealthspire Advisors, L.P. 110.00%0.00%0.00%Q1 2019Q1 20191
AVIANCE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Chessman Wealth Strategies RIA 1115.94%15.94%15.94%Q1 2019Q1 20191
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Oder Investment Management, LLC 110.13%0.13%0.13%Q4 2020Q4 20201
Americana Partners, LLC 110.12%0.12%0.12%Q4 2019Q4 20191
FLAGSTAR ADVISORS INC 110.03%0.03%0.03%Q3 2021Q3 20211
Onyx Bridge Wealth Group LLC 110.20%0.20%0.20%Q3 2022Q3 20221
NBC SECURITIES, INC. 110.10%0.10%0.10%Q3 2023Q3 20231
LEVEL FOUR FINANCIAL, LLC 110.30%0.30%0.30%Q4 2020Q4 20201
Omnia Family Wealth, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Gryphon Financial Partners LLC 110.00%0.00%0.00%Q4 2019Q4 20191
TWIN FOCUS CAPITAL PARTNERS, LLC 110.31%0.31%0.31%Q4 2020Q4 20201
1900 WEALTH MANAGEMENT LLC 110.11%0.11%0.11%Q2 2021Q2 20211
SkyOak Wealth, LLC 110.23%0.23%0.23%Q1 2020Q1 20201
Measured Wealth Private Client Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Fisher Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
OneAscent Financial Services LLC 110.05%0.05%0.05%Q3 2023Q3 20231
STANSBERRY ASSET MANAGEMENT, LLC 110.05%0.05%0.05%Q2 2022Q2 20221
Headlands Technologies LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Warberg Asset Management LLC 110.05%0.05%0.05%Q2 2023Q2 20231
PFG Private Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
HOWE & RUSLING INC 110.00%0.00%0.00%Q2 2022Q2 20221
True North Advisors, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q2 2015Q2 20151
BREMER TRUST NATIONAL ASSOCIATION 110.01%0.01%0.01%Q4 2018Q4 20181
Comprehensive Financial Consultants Institutional, Inc. 110.08%0.08%0.08%Q4 2021Q4 20211
PANORAMIC INVESTMENT ADVISORS, LLC 110.54%0.54%0.54%Q4 2022Q4 20221
BBVA USA 110.00%0.00%0.00%Q2 2021Q2 20211
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.66%0.66%0.66%Q4 2022Q4 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Pitti Group Wealth Management, LLC 110.59%0.59%0.59%Q4 2021Q4 20211
Icon Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Corient Private Wealth LLC 110.00%0.00%0.00%Q1 2023Q1 20231
TFB Advisors LLC 110.50%0.50%0.50%Q3 2023Q3 20231
Edge Advisors, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CPR Investments Inc. 110.38%0.38%0.38%Q2 2022Q2 20221
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Purus Wealth Management, LLC 110.29%0.29%0.29%Q3 2021Q3 20211
Urban Wealth Management, LLC 110.26%0.26%0.26%Q2 2022Q2 20221
Manhattan West Asset Management, LLC 111.54%1.54%1.54%Q3 2023Q3 20231
Capital Advisory Group Advisory Services, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Oxinas Partners Wealth Management LLC 110.16%0.16%0.16%Q2 2021Q2 20211
Destination Wealth Management 110.00%0.00%0.00%Q3 2018Q3 20181
Laurel Wealth Planning LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Envestnet Portfolio Solutions, Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
BlackRock Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
MONECO Advisors, LLC 110.15%0.15%0.15%Q4 2019Q4 20191
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2023Q2 20231
Sabal Trust CO 110.04%0.04%0.04%Q1 2017Q1 20171
FWL INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Virtu Financial LLC 110.04%0.04%0.04%Q3 2017Q3 20171
KINGS POINT CAPITAL MANAGEMENT 110.01%0.01%0.01%Q3 2021Q3 20211
Neuberger Berman Group LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Summit Wealth Group, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
ETRADE Capital Management LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Meridian Wealth Management, LLC 110.43%0.43%0.43%Q4 2016Q4 20161
CAPITAL ONE, NATIONAL ASSOCIATION 110.11%0.11%0.11%Q4 2019Q4 20191
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Avantax Planning Partners, Inc. 110.01%0.01%0.01%Q3 2018Q3 20181
OLD MISSION CAPITAL, LLC 110.32%0.32%0.32%Q4 2020Q4 20201
Brookstone Capital Management 110.01%0.01%0.01%Q3 2023Q3 20231
Argent Trust Co 110.13%0.13%0.13%Q2 2017Q2 20171
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
First Citizens Asset Management, Inc. 110.22%0.22%0.22%Q4 2022Q4 20221
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
PRW Wealth Management LLC 110.56%0.56%0.56%Q2 2021Q2 20211
Pallas Capital Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Bluefin Trading, LLC 110.02%0.02%0.02%Q4 2016Q4 20161
WealthPLAN Partners, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
ACCURATE INVESTMENT SOLUTIONS, INC. 110.32%0.32%0.32%Q1 2020Q1 20201
Winslow, Evans & Crocker, Inc. 110.02%0.02%0.02%Q4 2020Q4 20201
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q4 2019Q4 20191
WIN ADVISORS, INC 112.68%2.68%2.68%Q2 2023Q2 20231
Team Financial Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Synergy Asset Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Watson Rebecca 110.01%0.01%0.01%Q2 2020Q2 20201
IAG Wealth Partners, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q4 2021Q4 20211
Brand Asset Management Group, Inc. 111.37%1.37%1.37%Q1 2021Q1 20211
Inscription Capital, LLC 110.15%0.15%0.15%Q2 2021Q2 20211
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
HORIZON FINANCIAL SERVICES, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Psagot Value Holdings Ltd. 110.00%0.00%0.00%Q4 2019Q4 20191
PIN OAK INVESTMENT ADVISORS INC 110.01%0.01%0.01%Q2 2019Q2 20191
Asset Allocation & Management Company, LLC 110.19%0.19%0.19%Q4 2019Q4 20191
Ancora Advisors LLC 110.00%0.00%0.00%Q2 2023Q2 20231
HCR Wealth Advisors 110.14%0.14%0.14%Q4 2017Q4 20171
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q1 2019Q1 20191
WEST PACES ADVISORS INC. 110.00%0.00%0.00%Q4 2020Q4 20201
MACROVIEW INVESTMENT MANAGEMENT LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Oakworth Capital, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Private Ocean, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Prostatis Group LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Royal Fund Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
DHJJ Financial Advisors, Ltd. 110.04%0.04%0.04%Q3 2023Q3 20231
Aaron Wealth Advisors LLC 111.11%1.11%1.11%Q3 2023Q3 20231
Commonwealth Financial Services, LLC 111.85%1.85%1.85%Q3 2023Q3 20231
Grey Street Capital, LLC 111.16%1.16%1.16%Q1 2023Q1 20231
Ascension Asset Management LLC 116.65%6.65%6.65%Q4 2020Q4 20201
Trexquant Investment LP 110.01%0.01%0.01%Q2 2023Q2 20231
LIBERTY WEALTH MANAGEMENT LLC 110.06%0.06%0.06%Q1 2020Q1 20201
Keystone Wealth Services, LLC 110.89%0.89%0.89%Q3 2023Q3 20231
PITTENGER & ANDERSON INC 110.01%0.01%0.01%Q1 2019Q1 20191
Great Lakes Retirement, Inc. 110.18%0.18%0.18%Q4 2019Q4 20191
Keel Point, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Cypress Capital Management LLC (WY) 110.03%0.03%0.03%Q4 2017Q4 20171
External links

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