FIRST TR EXCHANGE-TRADED FD shareholder history

Current and past FIRST TR EXCHANGE-TRADED FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 36360.00%0.08%0.20%Q4 2014Q3 202336
WELLS FARGO & COMPANY/MN 36360.00%0.07%0.19%Q4 2014Q3 202336
ROYAL BANK OF CANADA 36360.00%0.03%0.05%Q4 2014Q3 202336
BANK OF AMERICA CORP /DE/ 36360.00%0.02%0.06%Q4 2014Q3 202336
UBS Group AG 3050.00%0.05%0.12%Q4 2014Q3 202335
LPL Financial LLC 35350.00%0.17%0.46%Q1 2015Q3 202335
ENVESTNET ASSET MANAGEMENT INC 34340.00%0.02%0.05%Q2 2015Q3 202334
Prospera Financial Services Inc 2610.04%0.66%3.89%Q1 2015Q3 202333
RAYMOND JAMES & ASSOCIATES 3210.00%0.07%0.12%Q1 2015Q3 202333
STIFEL FINANCIAL CORP 3010.00%0.05%0.12%Q1 2015Q3 202332
Cambridge Investment Research Advisors, Inc. 32320.01%0.22%0.58%Q4 2015Q3 202332
Cetera Advisor Networks LLC 32320.02%0.15%0.53%Q4 2015Q3 202332
Raymond James Financial Services Advisors, Inc. 32320.05%0.20%0.53%Q4 2015Q3 202332
RFG Advisory, LLC 31310.10%0.56%2.79%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.50%2.43%Q4 2015Q3 202331
HighTower Advisors, LLC 29290.01%0.18%0.34%Q3 2016Q3 202329
D.A. DAVIDSON & CO. 29290.01%0.07%0.32%Q3 2016Q3 202329
IHT Wealth Management, LLC 28280.00%0.22%0.68%Q4 2016Q3 202328
JPMORGAN CHASE & CO 28280.00%0.00%0.00%Q4 2016Q3 202328
BerganKDV Wealth Management, LLC 28280.01%0.21%0.32%Q3 2016Q2 202328
PARK NATIONAL CORP /OH/ 28280.06%0.72%1.22%Q1 2017Q4 202328
NewEdge Advisors, LLC 28280.04%0.21%0.41%Q4 2016Q3 202328
Janney Montgomery Scott LLC 28280.03%0.07%0.12%Q4 2016Q3 202328
Private Advisor Group, LLC 28280.01%0.22%0.74%Q4 2016Q3 202328
Baird Financial Group, Inc. 2430.00%0.07%0.13%Q1 2016Q3 202327
Stratos Wealth Partners, LTD. 27270.04%0.17%0.40%Q1 2017Q3 202327
Steward Partners Investment Advisory, LLC 27270.01%0.30%0.60%Q1 2017Q3 202327
Strid Group, LLC 2030.12%2.09%13.54%Q2 2016Q3 202326
PNC FINANCIAL SERVICES GROUP, INC. 26260.00%0.00%0.00%Q2 2017Q3 202326
Financial Enhancement Group LLC 26261.62%4.87%8.86%Q2 2017Q3 202326
Cetera Advisors LLC 2510.05%0.40%1.18%Q1 2017Q3 202326
Global Retirement Partners, LLC 1970.01%0.05%0.19%Q1 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.03%0.20%0.66%Q2 2017Q3 202326
Cornerstone Wealth Management, LLC 2330.06%0.21%0.41%Q1 2017Q3 202326
SYNOVUS FINANCIAL CORP 25250.01%0.33%1.01%Q3 2017Q3 202325
Citadel Advisors 510.00%0.00%0.01%Q4 2014Q3 202325
BENJAMIN F. EDWARDS & COMPANY, INC. 2410.00%0.11%0.57%Q2 2015Q3 202325
CITIGROUP INC 25250.00%0.01%0.01%Q3 2017Q3 202325
Cetera Investment Advisers 2410.07%0.25%0.74%Q2 2017Q3 202325
Csenge Advisory Group 25252.82%4.24%8.02%Q3 2017Q3 202325
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1320.00%0.00%0.01%Q4 2014Q3 202325
UNITED CAPITAL FINANCIAL ADVISORS, LLC 25250.08%0.32%0.48%Q3 2017Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.10%0.23%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.05%0.43%1.62%Q4 2017Q3 202324
Wealthcare Advisory Partners LLC 24240.00%0.05%0.17%Q4 2017Q3 202324
Sigma Planning Corp 24240.05%0.24%0.56%Q4 2017Q3 202324
Madden Advisory Services, Inc. 2210.02%0.54%0.90%Q1 2017Q3 202324
Snowden Capital Advisors LLC 1580.05%0.26%0.34%Q4 2017Q3 202323
US BANCORP \DE\ 2210.00%0.01%0.02%Q4 2017Q3 202323
OPPENHEIMER & CO INC 23230.01%0.10%0.44%Q1 2018Q3 202323
Jacobi Capital Management LLC 23230.05%0.17%0.30%Q4 2017Q2 202323
First Heartland Consultants, Inc. 23230.02%0.55%1.45%Q1 2018Q3 202323
Towerpoint Wealth, LLC 23230.47%2.80%7.64%Q1 2018Q3 202323
WealthPLAN Partners, LLC 1850.31%0.56%1.61%Q4 2017Q4 202323
Quad-Cities Investment Group, LLC 23231.11%1.86%3.15%Q1 2018Q3 202323
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1710.05%0.24%0.93%Q2 2016Q3 202222
B. Riley Wealth Advisors, Inc. 22220.03%0.09%0.23%Q2 2018Q3 202322
Capital Investment Advisory Services, LLC 22220.17%0.41%1.53%Q2 2018Q3 202322
SHEETS SMITH WEALTH MANAGEMENT 2110.05%0.08%0.14%Q1 2018Q3 202322
BANK OF MONTREAL /CAN/ 1910.00%0.00%0.00%Q2 2015Q3 202322
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2110.00%0.00%0.01%Q1 2017Q3 202322
First Horizon Advisors, Inc. 1840.00%0.13%0.28%Q1 2016Q3 202322
WELCH & FORBES LLC 22220.01%0.08%0.15%Q2 2018Q3 202322
WealthShield Partners, LLC 22220.01%0.18%0.39%Q2 2018Q3 202322
Murphy, Middleton, Hinkle & Parker, Inc. 22220.24%0.43%0.94%Q4 2017Q1 202322
JNBA Financial Advisors 2020.00%0.00%0.00%Q1 2018Q3 202322
STEPHENS INC /AR/ 22220.02%0.07%0.24%Q2 2018Q3 202322
Smart Portfolios, LLC 1930.92%8.30%22.30%Q4 2017Q2 202322
RAYMOND JAMES TRUST N.A. 22220.01%0.09%0.18%Q2 2018Q3 202322
Brinker Capital Investments, LLC 21210.01%0.48%1.33%Q4 2017Q4 202221
Geneos Wealth Management Inc. 21210.00%0.23%0.45%Q4 2016Q4 202121
Kovack Advisors, Inc. 1920.05%0.17%0.27%Q4 2017Q3 202321
DAVENPORT & Co LLC 21210.00%0.01%0.01%Q3 2018Q3 202321
CWM, LLC 1380.03%0.05%0.19%Q2 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.03%0.25%0.97%Q3 2018Q3 202321
BLAIR WILLIAM & CO/IL 21210.00%0.00%0.03%Q2 2018Q2 202321
Atria Investments, Inc 1610.03%0.20%0.59%Q1 2015Q3 202321
JANE STREET GROUP, LLC 410.00%0.03%0.15%Q4 2014Q3 202321
Jaffetilchin Investment Partners, LLC 21210.04%0.82%3.57%Q3 2018Q3 202321
M&R CAPITAL MANAGEMENT INC 21210.02%0.03%0.11%Q4 2018Q4 202321
Aries Wealth Management 1560.19%0.27%0.39%Q2 2018Q3 202321
WEALTHSOURCE PARTNERS, LLC 11100.05%0.49%1.23%Q2 2017Q3 202321
LADENBURG THALMANN FINANCIAL SERVICES INC. 21210.00%0.04%0.24%Q4 2014Q4 201921
Chicago Partners Investment Group LLC 21210.04%0.17%0.30%Q3 2018Q3 202321
Eldridge Investment Advisors, Inc. 20200.22%0.74%1.28%Q4 2018Q3 202320
Gladstone Institutional Advisory LLC 20200.36%3.29%7.96%Q4 2018Q3 202320
Pinnacle Family Advisors, LLC 1510.23%2.15%12.77%Q1 2017Q1 202320
Keystone Financial Group 20200.05%1.35%9.24%Q4 2017Q3 202220
M Holdings Securities, Inc. 1910.13%0.54%1.20%Q4 2016Q1 202220
G&S Capital LLC 1460.00%3.86%8.48%Q4 2017Q3 202320
Cranbrook Wealth Management, LLC 20200.07%0.41%0.74%Q4 2018Q3 202320
Advisory Services Network, LLC 1810.00%0.22%0.78%Q4 2014Q3 202320
Tower Research Capital LLC (TRC) 610.00%0.01%0.09%Q4 2014Q3 202320
American Portfolios Advisors 20200.00%0.30%0.76%Q4 2017Q3 202220
CREATIVE FINANCIAL DESIGNS INC /ADV 1730.00%0.04%0.15%Q1 2018Q3 202320
DFPG INVESTMENTS, LLC 20200.26%3.25%9.29%Q4 2018Q3 202320
Tidal Investments LLC 20200.08%1.30%4.56%Q4 2018Q3 202320
United Capital Management of KS, Inc. 1450.09%0.29%0.95%Q4 2018Q3 202319
Harvest Investment Services, LLC 19192.80%7.63%21.64%Q1 2019Q3 202319
Arete Wealth Advisors, LLC 19190.03%0.07%0.18%Q4 2018Q2 202319
First Allied Advisory Services, Inc. 19190.01%0.39%1.03%Q1 2016Q3 202019
Summit Financial Wealth Advisors, LLC 19190.18%4.89%7.83%Q3 2018Q1 202319
OLD MISSION CAPITAL LLC 610.02%0.15%0.95%Q1 2017Q3 202319
Sowell Financial Services LLC 1010.00%0.70%1.70%Q4 2016Q3 202319
1834 INVESTMENT ADVISORS CO 19190.20%0.81%1.91%Q1 2019Q3 202319
Hochman Cole Investment Advisors, Inc. 19190.52%1.19%2.32%Q1 2017Q3 202119
WEDBUSH SECURITIES INC 850.01%0.08%0.57%Q1 2018Q3 202319
Brown Advisory Securities, LLC 1180.06%0.11%0.24%Q4 2016Q2 202219
Western Wealth Management, LLC 1180.20%0.43%0.63%Q4 2018Q3 202319
Sound Income Strategies, LLC 1270.00%0.02%0.19%Q2 2018Q3 202319
StoneX Group Inc. 1510.15%2.25%11.08%Q2 2017Q3 202319
WINTRUST INVESTMENTS LLC 1450.09%0.53%1.85%Q1 2018Q3 202319
American Financial Advisors, LLC 1350.07%0.36%1.24%Q1 2019Q3 202318
Alpha Cubed Investments, LLC 18180.02%0.14%0.28%Q4 2018Q1 202318
Aveo Capital Partners, LLC 18180.04%0.92%3.36%Q2 2018Q3 202218
Moors & Cabot, Inc. 18180.03%0.06%0.13%Q2 2019Q3 202318
AdvisorNet Financial, Inc 18180.00%0.00%0.00%Q4 2017Q1 202218
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1260.08%0.21%0.34%Q2 2018Q3 202318
Cutter & CO Brokerage, Inc. 18180.08%0.27%0.96%Q4 2017Q1 202218
Kingsview Wealth Management, LLC 1260.04%0.29%0.56%Q1 2019Q3 202318
AE Wealth Management LLC 18180.02%0.12%0.64%Q2 2019Q3 202318
FIRST TRUST ADVISORS LP 1170.01%0.11%0.49%Q1 2019Q3 202318
MILLENNIUM MANAGEMENT LLC 710.00%0.00%0.01%Q2 2017Q3 202317
FIFTH THIRD BANCORP 1610.00%0.00%0.00%Q4 2017Q1 202317
Shilanski & Associates, Inc. 1340.32%2.61%3.72%Q2 2019Q3 202317
Larson Financial Group LLC 17170.04%0.56%2.91%Q3 2019Q3 202317
Archer Investment Corp 1070.04%0.54%2.78%Q4 2018Q3 202317
HL FINANCIAL SERVICES LLC 17170.07%0.09%0.12%Q1 2015Q1 201917
WT Wealth Management 17170.09%1.40%2.86%Q3 2019Q3 202317
LOGAN CAPITAL MANAGEMENT INC 17170.02%0.03%0.04%Q2 2018Q2 202217
Blackhawk Capital Partners LLC. 1110.05%1.23%3.03%Q4 2017Q3 202317
TD Capital Management LLC 17170.04%0.54%2.12%Q3 2019Q3 202317
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 1430.03%0.85%1.44%Q2 2019Q3 202317
IFG Advisory, LLC 17170.06%0.28%0.51%Q3 2019Q3 202317
Aptus Capital Advisors, LLC 1070.02%0.45%2.29%Q1 2019Q3 202317
Titus Wealth Management 17170.19%0.52%1.53%Q2 2018Q2 202217
SMITH, MOORE & CO. 17170.05%0.07%0.08%Q2 2018Q2 202217
Castle Rock Wealth Management, LLC 1250.15%0.48%1.22%Q2 2019Q3 202317
Claro Advisors LLC 16160.11%1.11%4.80%Q4 2018Q3 202216
TRUSTCORE FINANCIAL SERVICES, LLC 16160.01%0.44%1.68%Q1 2019Q4 202216
Equitable Holdings, Inc. 16160.01%0.05%0.10%Q4 2019Q3 202316
Uncommon Cents Investing LLC 16160.50%0.71%1.21%Q4 2019Q3 202316
WealthTrust Fairport, LLC 16160.04%0.12%0.21%Q2 2015Q1 201916
CAPTRUST FINANCIAL ADVISORS 1010.00%0.00%0.00%Q2 2018Q3 202316
Ascension Capital Advisors, Inc. 16160.93%3.55%11.05%Q4 2019Q3 202316
SignalPoint Asset Management, LLC 16160.11%0.39%0.58%Q4 2019Q3 202316
Brendel Financial Advisors LLC 1060.23%1.78%4.94%Q4 2018Q3 202316
TRUIST FINANCIAL CORP 16160.01%0.03%0.05%Q4 2019Q3 202316
SeaCrest Wealth Management, LLC 1110.01%0.06%0.15%Q2 2018Q3 202316
TOWNSQUARE CAPITAL LLC 740.01%0.06%0.23%Q4 2018Q3 202316
Cambridge Advisors Inc. 16160.15%0.29%0.56%Q4 2019Q3 202316
Valmark Advisers, Inc. 970.00%0.01%0.03%Q2 2019Q3 202316
Rockefeller Capital Management L.P. 16160.01%0.02%0.05%Q4 2019Q3 202316
Avestar Capital, LLC 16160.40%1.76%4.27%Q4 2019Q3 202316
1776 Wealth LLC 16167.59%9.56%12.03%Q4 2019Q3 202316
Mutual Advisors, LLC 1510.05%0.18%0.34%Q2 2019Q3 202316
Petix & Botte Co 1232.89%3.39%4.21%Q4 2019Q3 202315
Ford Financial Group, LLC 15150.21%0.50%0.86%Q4 2018Q2 202215
Allworth Financial LP 1320.00%0.00%0.00%Q4 2019Q3 202315
BEAM WEALTH ADVISORS, INC. 15150.16%0.37%0.49%Q4 2019Q2 202315
Mission Creek Capital Partners, Inc. 15150.05%0.10%0.21%Q4 2019Q2 202315
HARBOR INVESTMENT ADVISORY, LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
BELLEVUE ASSET MANAGEMENT, LLC 15150.82%1.40%2.25%Q1 2020Q3 202315
FinTrust Capital Advisors, LLC 15150.01%0.16%0.27%Q1 2020Q3 202315
FLAGSHIP HARBOR ADVISORS, LLC 1050.00%0.14%0.94%Q2 2018Q3 202315
Advisor Group, Inc. 15150.01%0.12%0.50%Q2 2016Q4 201915
Aprio Wealth Management, LLC 1050.33%1.00%3.81%Q4 2019Q3 202315
AVANTAX ADVISORY SERVICES, INC. 960.01%0.11%0.34%Q3 2019Q3 202315
Sage Capital Advisors,llc 1410.13%0.29%0.36%Q4 2019Q3 202315
LAKE STREET PRIVATE WEALTH, LLC 730.05%0.70%2.10%Q3 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.06%0.17%0.34%Q1 2020Q3 202315
Financial Gravity Asset Management, Inc. 920.00%0.09%0.32%Q2 2018Q3 202315
BB&T SECURITIES, LLC 15150.01%0.19%0.57%Q1 2016Q3 201915
ProVise Management Group, LLC 1230.04%0.08%0.14%Q2 2016Q3 202315
Hilltop Holdings Inc. 860.03%0.29%0.61%Q1 2018Q3 202314
Sugarloaf Wealth Management, LLC 14140.03%0.05%0.11%Q4 2019Q1 202314
Perennial Investment Advisors, LLC 1220.08%0.20%0.37%Q4 2019Q3 202314
Ellsworth Advisors, LLC 14141.36%2.52%3.71%Q2 2020Q3 202314
NORTHWEST WEALTH MANAGEMENT, LLC 860.11%0.29%0.55%Q4 2017Q4 202114
Fairhaven Wealth Management, LLC 14140.12%0.27%0.45%Q1 2019Q2 202214
ADVANTAGE INVESTMENT MANAGEMENT, LLC 14140.00%0.07%0.46%Q1 2015Q2 201814
Clear Creek Financial Management, LLC 630.05%0.88%2.84%Q2 2019Q3 202314
Moloney Securities Asset Management, LLC 810.09%0.25%0.82%Q2 2018Q3 202314
FMR LLC 410.00%0.00%0.00%Q3 2018Q3 202314
HBK Sorce Advisory LLC 14140.03%0.19%0.49%Q2 2020Q3 202314
Crabel Capital Management, LLC 420.04%0.61%2.13%Q4 2017Q3 202314
Wagner Wealth Management, LLC 1220.18%0.86%2.92%Q2 2018Q3 202314
Integrated Wealth Concepts LLC 1130.01%0.08%0.31%Q1 2020Q3 202314
Gray Wealth Management Inc. 14140.99%1.47%2.27%Q2 2020Q3 202314
Acorn Wealth Advisors, LLC 1310.16%0.35%0.91%Q4 2017Q3 202314
OneDigital Investment Advisors LLC 410.00%0.03%0.12%Q1 2018Q3 202313
Milestone Advisory Partners 1210.13%10.26%26.48%Q4 2017Q3 202113
Kestra Advisory Services, LLC 13130.10%0.29%0.92%Q3 2020Q3 202313
Front Row Advisors LLC 13130.06%0.07%0.08%Q3 2020Q3 202313
V Wealth Advisors LLC 850.09%0.46%1.01%Q1 2019Q2 202313
CALTON & ASSOCIATES, INC. 1120.11%0.46%0.60%Q3 2019Q2 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.12%0.35%0.74%Q3 2020Q3 202313
PSI Advisors, LLC 940.00%0.19%0.73%Q2 2020Q3 202313
Renaissance Technologies 13130.00%0.02%0.09%Q3 2020Q3 202313
LVZ, Inc. 610.04%0.17%0.29%Q4 2015Q3 202313
CHIRON CAPITAL MANAGEMENT, LLC 13130.96%1.30%1.86%Q3 2020Q3 202313
NEXT Financial Group, Inc 1110.01%0.04%0.07%Q1 2018Q4 202113
Pinnacle Bancorp, Inc. 13130.03%0.12%0.22%Q3 2020Q3 202313
Ausdal Financial Partners, Inc. 710.03%0.14%0.47%Q2 2018Q3 202313
USCA RIA LLC 1120.02%0.18%0.61%Q2 2017Q3 202013
Laurel Wealth Advisors, Inc. 1030.12%0.34%0.90%Q2 2017Q4 202213
Stonebridge Financial Planning Group, LLC 930.05%1.27%2.77%Q4 2019Q3 202312
Simplicity Solutions, LLC 1110.02%0.18%0.85%Q3 2018Q2 202312
FSB PREMIER WEALTH MANAGEMENT, INC. 12120.13%0.27%0.80%Q4 2020Q3 202312
MTM Investment Management, LLC 12120.63%1.99%3.56%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.11%0.26%0.56%Q4 2020Q3 202312
Synergy Asset Management, LLC 12121.95%4.38%7.71%Q4 2020Q3 202312
HOEY INVESTMENTS, INC 12120.00%0.00%0.01%Q4 2020Q3 202312
LexAurum Advisors, LLC 610.13%2.35%10.16%Q2 2018Q3 202112
NewSquare Capital LLC 12120.06%0.34%1.88%Q1 2019Q4 202112
Kinloch Capital, LLC 12122.76%8.52%17.64%Q4 2020Q3 202312
Frontier Wealth Management LLC 930.03%0.49%1.27%Q3 2018Q2 202212
Clarus Wealth Advisors 610.01%0.21%0.40%Q2 2018Q1 202312
Insight Advisors, LLC/ PA 12120.39%0.86%1.46%Q4 2020Q3 202312
ATWOOD & PALMER INC 12120.04%0.14%0.29%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.02%6.04%26.47%Q4 2020Q3 202312
SIGNATUREFD, LLC 720.00%0.00%0.01%Q1 2018Q3 202312
TWO SIGMA SECURITIES, LLC 310.00%0.25%1.32%Q4 2014Q3 202312
Southland Equity Partners LLC 12120.11%0.24%0.42%Q4 2020Q3 202312
Sterling Manor Financial, LLC 12120.24%8.74%32.14%Q4 2020Q3 202312
Capital Wealth Alliance, LLC 12120.62%0.81%1.16%Q4 2019Q3 202212
Alpha Omega Group, Inc. 12120.63%0.88%1.16%Q4 2020Q3 202312
Strategic Blueprint, LLC 12120.04%0.15%0.28%Q4 2020Q3 202312
Private Portfolio Partners LLC 12120.06%0.26%0.47%Q4 2020Q3 202312
Walkner Condon Financial Advisors LLC 610.05%0.70%6.68%Q4 2019Q3 202312
Wealthstreet Investment Advisors, LLC 12120.03%0.16%1.15%Q3 2018Q2 202112
PETERSON WEALTH MANAGEMENT 820.82%3.02%6.26%Q4 2019Q2 202312
Main Street Financial Solutions, LLC 12120.17%0.42%0.83%Q4 2020Q3 202312
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1010.17%0.45%0.72%Q1 2020Q3 202312
ACG Wealth 11110.03%0.05%0.07%Q2 2018Q4 202011
Hudson Portfolio Management LLC 11110.40%0.93%2.41%Q1 2021Q3 202311
Prism Advisors, Inc. 11113.31%4.03%4.80%Q2 2018Q4 202011
Carroll Financial Associates, Inc. 11110.00%0.00%0.00%Q1 2019Q3 202111
COLDSTREAM CAPITAL MANAGEMENT INC 11110.05%0.08%0.13%Q2 2017Q4 201911
Good Life Advisors, LLC 650.03%0.21%0.30%Q3 2018Q3 202311
Holloway Wealth Management, LLC 11110.50%1.31%2.91%Q3 2019Q1 202211
Golden State Wealth Management, LLC 711.16%1.87%2.71%Q1 2019Q1 202211
Lido Advisors, LLC 11110.04%0.09%0.20%Q3 2017Q1 202011
Genesee Capital Advisors, LLC 1010.22%4.07%7.95%Q4 2018Q3 202111
HOWARD WEALTH MANAGEMENT, LLC 11111.17%1.86%3.35%Q1 2020Q3 202211
Creative Planning 810.00%0.00%0.01%Q1 2017Q3 202311
SSI INVESTMENT MANAGEMENT LLC 11110.02%0.04%0.05%Q3 2015Q1 201811
Realta Investment Advisors 11110.06%0.08%0.11%Q1 2021Q3 202311
Clearview Wealth Advisors LLC 11110.00%0.01%0.02%Q4 2020Q2 202311
Rathbones Group PLC 11110.00%0.01%0.01%Q1 2021Q3 202311
Private Advisory Group LLC 610.08%0.81%2.18%Q4 2018Q3 202311
Bank of New York Mellon Corp 410.00%0.00%0.00%Q2 2016Q4 202210
MGO ONE SEVEN LLC 610.00%0.30%1.11%Q4 2017Q3 202310
LEVEL FOUR ADVISORY SERVICES, LLC 10100.03%0.09%0.14%Q1 2019Q2 202110
Orion Portfolio Solutions, LLC 820.00%0.01%0.02%Q1 2020Q3 202310
Bellwether Advisors, LLC 10100.00%0.00%0.00%Q4 2020Q1 202310
Lubar & Co., Inc 101018.88%42.06%51.26%Q3 2018Q4 202010
Prime Capital Investment Advisors, LLC 510.01%0.01%0.03%Q4 2018Q3 202310
IFC Holdings Incorporated/FL 10100.03%0.13%0.19%Q2 2015Q3 201710
Virtue Capital Management, LLC 910.07%0.34%0.48%Q4 2017Q3 202310
Lloyd Advisory Services, LLC. 10100.00%0.00%0.00%Q4 2019Q1 202210
Beacon Pointe Advisors, LLC 10100.01%0.02%0.03%Q2 2021Q3 202310
Virtu KCG Holdings LLC 910.01%0.09%0.27%Q4 2014Q2 201710
HARBOUR INVESTMENTS, INC. 640.12%0.72%1.28%Q1 2021Q3 202310
Bogart Wealth, LLC 10100.01%0.02%0.05%Q4 2018Q1 202110
Refined Wealth Management 10100.89%1.17%1.54%Q2 2021Q3 202310
Rehmann Capital Advisory Group 520.00%0.27%0.83%Q1 2018Q3 202310
Continuum Advisory, LLC 10100.08%0.27%0.60%Q2 2021Q3 202310
CENTAURUS FINANCIAL, INC. 410.01%0.05%0.10%Q4 2017Q3 202310
Farmers & Merchants Trust Co of Long Beach 10100.14%0.20%0.26%Q2 2021Q3 202310
Barber Financial Group, Inc. 10100.04%1.17%3.20%Q4 2018Q1 202110
LINCOLN NATIONAL CORP 820.01%0.02%0.02%Q2 2019Q4 202210
Ameritas Investment Company, LLC 910.02%0.41%0.97%Q4 2018Q3 202110
Compass Ion Advisors, LLC 10100.16%0.45%1.24%Q2 2020Q3 202210
Mach-1 Financial Group, LLC 730.01%0.24%1.03%Q4 2020Q2 202310
Derbend Asset Management 10100.20%0.62%0.96%Q2 2021Q3 202310
FLOW TRADERS U.S. LLC 510.03%0.43%2.42%Q4 2018Q3 202310
True Link Financial Advisors, LLC 990.24%0.28%0.31%Q3 2021Q3 20239
Grant/GrossMendelsohn, LLC 510.28%1.20%2.11%Q4 2020Q3 20239
Affinity Capital Advisors, LLC 990.09%0.24%0.32%Q2 2021Q2 20239
Arkadios Wealth Advisors 420.00%0.05%0.17%Q4 2019Q3 20239
Apollon Wealth Management, LLC 990.03%0.06%0.10%Q3 2021Q3 20239
FURE FINANCIAL CORP 630.00%1.35%4.01%Q4 2019Q2 20229
BENEDICT FINANCIAL ADVISORS INC 540.06%0.07%0.08%Q4 2020Q3 20239
Edmonds Duncan Registered Investment Advisors, LLC 540.09%0.25%0.58%Q2 2017Q3 20199
Symphony Financial, Ltd. Co. 990.16%0.57%0.98%Q3 2021Q3 20239
Triumph Capital Management 990.31%3.82%8.50%Q3 2021Q3 20239
B. Riley Wealth Management, Inc. 540.01%0.39%0.69%Q4 2018Q2 20229
Crumly & Associates Inc. 540.19%2.03%10.08%Q4 2019Q1 20239
DEUTSCHE BANK AG\ 810.00%0.00%0.00%Q1 2019Q2 20219
Capital Market Strategies LLC 990.47%0.91%1.66%Q4 2021Q4 20239
Cresset Asset Management, LLC 990.00%0.01%0.02%Q3 2021Q3 20239
AlphaMark Advisors, LLC 990.02%0.22%0.57%Q4 2018Q4 20209
EWG Elevate Inc. 810.42%1.25%1.62%Q2 2021Q3 20239
Cassia Capital Partners, LLC 510.18%11.03%27.05%Q4 2020Q3 20239
MASSMUTUAL TRUST CO FSB/ADV 810.00%0.00%0.01%Q2 2018Q4 20239
COTTONWOOD CAPITAL ADVISORS, LLC 880.76%0.92%1.10%Q4 2021Q3 20238
Capital Advisors, Ltd. LLC 710.01%0.02%0.09%Q2 2017Q2 20198
SHELTON WEALTH MANAGEMENT, LLC 8810.12%11.56%14.30%Q4 2021Q3 20238
Long Run Wealth Advisors, LLC 882.73%6.70%11.21%Q4 2021Q3 20238
Scarborough Advisors, LLC 880.11%0.51%0.85%Q4 2021Q3 20238
FLAGSTAR ADVISORS INC 880.18%0.27%0.48%Q3 2021Q2 20238
Freedom Investment Management, Inc. 880.09%0.19%0.29%Q1 2021Q4 20228
Concorde Asset Management, LLC 710.13%0.18%0.29%Q3 2018Q3 20218
Insight Inv LLC 880.10%0.18%0.24%Q4 2021Q3 20238
Frisch Financial Group, Inc. 320.08%0.10%0.12%Q2 2020Q4 20228
Mariner, LLC 880.02%0.08%0.16%Q4 2021Q3 20238
Redmond Asset Management, LLC 880.10%0.18%0.24%Q3 2018Q2 20208
HAYS ADVISORY LLC 610.05%4.99%8.24%Q3 2015Q3 20188
HBW ADVISORY SERVICES LLC 530.08%0.37%0.87%Q4 2019Q2 20238
Paragon Private Wealth Management, LLC 880.74%1.08%1.38%Q4 2021Q3 20238
BENJAMIN EDWARDS INC 530.00%0.02%0.05%Q1 2020Q3 20238
Belpointe Asset Management LLC 880.01%0.03%0.05%Q3 2021Q2 20238
Ameritas Advisory Services, LLC 880.16%0.34%0.52%Q4 2021Q3 20238
Epic Trust Investment Advisors, LLC 880.74%1.27%2.03%Q4 2021Q3 20238
Key Client Fiduciary Advisors, LLC 881.01%1.37%1.71%Q4 2021Q3 20238
Sunbelt Securities, Inc. 440.04%0.06%0.10%Q4 2020Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.01%0.04%0.08%Q4 2021Q3 20238
Kesler, Norman & Wride, LLC 880.13%0.32%0.98%Q4 2020Q3 20228
SMITH CAPITAL MANAGEMENT INC /AR/ADV 884.21%5.07%6.11%Q4 2018Q3 20208
GUARDIAN WEALTH ADVISORS, LLC / NC 880.14%0.69%2.29%Q4 2021Q3 20238
Avior Wealth Management, LLC 530.00%0.01%0.03%Q4 2016Q3 20238
Collaborative Wealth Managment Inc. 610.32%0.37%0.42%Q1 2021Q3 20238
Del-Sette Capital Management, LLC 880.27%0.31%0.37%Q4 2021Q3 20238
IronBridge Private Wealth, LLC 410.00%7.36%14.77%Q3 2021Q3 20237
SILVER OAK SECURITIES, INCORPORATED 770.19%0.26%0.32%Q1 2022Q3 20237
Shamrock Asset Management LLC 770.02%7.18%15.50%Q1 2018Q3 20197
Financial Management Professionals, Inc. 770.02%0.02%0.04%Q2 2018Q4 20197
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 770.16%0.54%1.20%Q2 2018Q4 20197
Wealth Advisory Solutions, LLC 520.05%0.14%0.22%Q4 2019Q3 20217
20/20 Capital Management, Inc. 770.30%0.48%0.62%Q4 2019Q2 20217
DELTA ASSET MANAGEMENT LLC/TN 770.00%0.00%0.00%Q2 2018Q4 20197
ICA Group Wealth Management, LLC 770.34%0.56%0.94%Q1 2022Q3 20237
TRUE Private Wealth Advisors 510.02%0.02%0.02%Q3 2018Q4 20207
Weaver Consulting Group 770.00%0.01%0.01%Q1 2019Q3 20207
Latitude Advisors, LLC 770.55%1.28%2.09%Q1 2022Q3 20237
CENTRAL TRUST Co 310.00%0.00%0.01%Q1 2015Q3 20227
Tyler-Stone Wealth Management 520.06%0.30%0.48%Q4 2021Q3 20237
Mattern Wealth Management LLC 610.19%0.84%1.34%Q2 2020Q3 20237
STRATEGIC WEALTH MANAGEMENT INC 772.06%5.58%9.37%Q2 2020Q4 20217
Atria Wealth Solutions, Inc. 770.22%0.44%0.95%Q1 2022Q3 20237
SteelPeak Wealth, LLC 520.02%0.04%0.05%Q3 2020Q4 20227
WealthOne, LLC 610.08%0.15%0.19%Q4 2018Q3 20237
M&T BANK CORP 430.00%0.01%0.01%Q1 2019Q4 20207
Tanager Wealth Management LLP 770.81%1.77%2.57%Q4 2021Q2 20237
AFAM CAPITAL, INC. 520.04%0.24%0.48%Q2 2015Q2 20187
Keystone Wealth Services, LLC 430.10%0.26%0.55%Q4 2021Q3 20237
Essex LLC 770.28%0.35%0.61%Q3 2021Q1 20237
Cherry Creek Investment Advisors, Inc. 770.34%4.85%7.52%Q1 2022Q3 20237
NewEdge Wealth, LLC 770.07%0.14%0.22%Q1 2022Q3 20237
STRATEGY ASSET MANAGERS LLC 510.98%1.12%1.37%Q3 2020Q3 20227
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 210.02%0.09%0.18%Q1 2019Q3 20216
Foundations Investment Advisors, LLC 660.10%0.36%0.47%Q2 2022Q3 20236
Holistic Financial Partners 660.46%0.49%0.56%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.03%0.14%0.22%Q2 2022Q3 20236
Texas Yale Capital Corp. 660.18%0.33%0.55%Q2 2022Q3 20236
National Wealth Management Group, LLC 660.24%0.41%0.91%Q4 2021Q1 20236
Horizon Investments, LLC 660.12%0.57%1.34%Q1 2015Q2 20166
Coastwise Capital Group, LLC 660.25%0.69%1.46%Q1 2022Q2 20236
WCG Wealth Advisors LLC 660.30%1.34%2.17%Q2 2022Q3 20236
Weitzel Financial Services, Inc. 661.95%4.66%5.97%Q2 2022Q3 20236
Keebeck Wealth Management, LLC 660.59%0.77%0.90%Q2 2022Q3 20236
Ahrens Investment Partners LLC 330.01%0.19%0.41%Q3 2020Q2 20226
Brookstone Capital Management 510.00%0.02%0.03%Q2 2015Q3 20236
MONEYWISE, INC. 310.17%0.40%0.64%Q3 2019Q4 20226
TKG Advisors, LLC 661.16%4.28%6.13%Q2 2022Q3 20236
Ifrah Financial Services, Inc. 661.34%1.88%2.14%Q2 2022Q3 20236
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 510.03%0.05%0.07%Q3 2020Q3 20236
CEDAR CAPITAL, LLC 310.24%0.59%1.23%Q4 2015Q1 20196
Donald L. Hagan, LLC 663.49%5.77%9.11%Q2 2018Q3 20196
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 660.02%0.03%0.06%Q2 2022Q3 20236
BlackRock Inc. 410.00%0.00%0.00%Q1 2018Q3 20226
INSPIRION WEALTH ADVISORS, LLC 660.77%0.91%1.03%Q2 2022Q3 20236
CITIZENS FINANCIAL GROUP INC/RI 660.18%0.25%0.38%Q2 2022Q3 20236
FDx Advisors, Inc. 210.01%0.03%0.07%Q1 2015Q2 20196
TrueWealth Advisors, LLC 661.41%2.90%4.96%Q2 2022Q3 20236
Concert Wealth Management Inc. 660.04%0.04%0.05%Q2 2015Q3 20166
Beirne Wealth Consulting Services, LLC 660.44%2.54%4.12%Q4 2018Q1 20206
TCWP LLC 660.55%0.84%2.07%Q4 2021Q1 20236
Raleigh Capital Management Inc. 660.02%0.05%0.07%Q2 2022Q3 20236
CHOREO, LLC 660.01%0.02%0.02%Q2 2022Q3 20236
OPTIMUM INVESTMENT ADVISORS 420.00%0.02%0.05%Q4 2018Q2 20226
CHILTON CAPITAL MANAGEMENT LLC 510.00%0.02%0.03%Q4 2021Q3 20236
tru Independence LLC 310.02%0.32%0.61%Q4 2019Q3 20236
GPS Wealth Strategies Group, LLC 660.03%0.92%1.86%Q2 2022Q3 20236
ShoreHaven Wealth Partners, LLC 662.20%3.07%3.60%Q4 2020Q1 20226
Prostatis Group LLC 551.10%9.87%43.19%Q2 2022Q2 20235
Faithward Advisors, LLC 320.01%0.02%0.02%Q4 2019Q2 20215
MONEY CONCEPTS CAPITAL CORP 550.00%0.01%0.01%Q4 2021Q4 20225
Cypress Capital, LLC 550.00%0.28%0.43%Q4 2018Q4 20195
AMERICAN INTERNATIONAL GROUP, INC. 550.00%0.03%0.08%Q1 2015Q1 20165
Independent Advisor Alliance 550.00%0.40%0.62%Q4 2018Q4 20195
Winslow, Evans & Crocker, Inc. 310.00%0.03%0.08%Q4 2014Q4 20205
RDA Financial Network 550.10%0.23%0.56%Q1 2019Q1 20205
Luken Investment Analytics, LLC 413.51%8.91%12.13%Q4 2020Q3 20235
Capital Analysts, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Balboa Wealth Partners 550.27%1.36%2.77%Q3 2022Q3 20235
PIN OAK INVESTMENT ADVISORS INC 310.02%0.06%0.15%Q1 2018Q4 20205
Onyx Bridge Wealth Group LLC 550.12%0.16%0.23%Q3 2022Q3 20235
AMERIPRISE FINANCIAL INC 320.00%0.00%0.00%Q2 2021Q3 20235
TITLEIST CAPITAL, LLC 550.04%0.04%0.05%Q4 2021Q4 20225
360 Financial, Inc. 550.38%0.61%0.88%Q3 2022Q3 20235
Spire Wealth Management 550.07%0.09%0.11%Q1 2021Q1 20225
One Capital Management, LLC 550.01%0.02%0.02%Q1 2022Q1 20235
MANCHESTER FINANCIAL INC 559.12%12.79%17.66%Q3 2022Q3 20235
Worth Asset Management, LLC 550.09%0.12%0.16%Q1 2022Q1 20235
Atlas Private Wealth Management, LLC 550.02%0.10%0.16%Q4 2019Q4 20205
Stratos Wealth Advisors, LLC 410.07%0.18%0.27%Q4 2019Q3 20235
Patriot Financial Group Insurance Agency, LLC 320.00%0.01%0.02%Q1 2017Q3 20185
WOODWARD DIVERSIFIED CAPITAL, LLC 550.22%1.06%1.95%Q4 2020Q4 20215
FORTEM FINANCIAL GROUP, LLC 550.14%1.20%2.95%Q3 2022Q3 20235
EdgeRock Capital LLC 555.80%7.07%8.19%Q2 2022Q2 20235
CAPITAL ONE FINANCIAL CORP 550.04%0.40%0.90%Q1 2020Q1 20215
Capital Investment Advisors, LLC 550.01%0.02%0.03%Q3 2018Q3 20195
AlphaStar Capital Management, LLC 550.09%0.20%0.28%Q3 2022Q3 20235
Coppell Advisory Solutions LLC 410.75%9.54%19.31%Q4 2020Q3 20235
Patten Group, Inc. 550.06%0.09%0.13%Q2 2020Q2 20215
SII INVESTMENTS INC/WI 550.06%0.11%0.18%Q4 2016Q4 20175
J.W. COLE ADVISORS, INC. 550.04%0.04%0.06%Q3 2022Q3 20235
Cascadia Advisory Services, LLC 320.07%0.15%0.24%Q2 2020Q3 20215
Ironwood Financial, llc 550.01%0.01%0.02%Q3 2020Q3 20215
CNB Bank 550.04%0.05%0.06%Q2 2019Q2 20205
Hexagon Capital Partners LLC 550.00%0.00%0.00%Q3 2022Q3 20235
WealthPlan Investment Management, LLC 410.01%0.20%0.33%Q1 2022Q2 20235
PCG Wealth Advisors, LLC 551.17%2.06%2.47%Q3 2022Q3 20235
HUNTINGTON NATIONAL BANK 210.00%0.00%0.00%Q1 2018Q4 20225
Commonwealth Equity Services, Inc 550.00%0.01%0.02%Q3 2016Q3 20175
OPPENHEIMER ASSET MANAGEMENT INC. 550.00%0.07%0.12%Q4 2018Q4 20195
Visionary Asset Management, Inc. 410.09%0.19%0.56%Q1 2016Q1 20185
Capital Wealth Planning, LLC 550.01%0.09%0.14%Q3 2018Q3 20195
VisionPoint Advisory Group, LLC 550.12%0.20%0.28%Q1 2019Q1 20205
Catalyst Capital Advisors LLC 550.00%0.01%0.01%Q4 2017Q4 20185
Meridian Wealth Management, LLC 410.02%0.03%0.05%Q2 2022Q3 20235
ARGI Investment Services, LLC 550.01%0.01%0.02%Q1 2019Q1 20205
55I, LLC 550.02%0.09%0.22%Q4 2019Q4 20205
Hayden Royal, LLC 550.16%0.20%0.30%Q3 2019Q3 20205
JUNCTURE WEALTH STRATEGIES, LLC 550.17%0.19%0.21%Q1 2022Q1 20235
Blue Trust, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
U.S. Capital Wealth Advisors, LLC 440.00%0.03%0.06%Q4 2022Q3 20234
Core Wealth Partners LLC 442.61%3.84%4.46%Q4 2022Q3 20234
Virtu Financial LLC 210.02%0.05%0.09%Q4 2017Q1 20194
Simplicity Wealth,LLC 449.53%10.67%13.12%Q4 2022Q3 20234
NAPLES GLOBAL ADVISORS, LLC 440.04%0.07%0.11%Q4 2022Q3 20234
Certified Advisory Corp 440.06%0.07%0.08%Q4 2022Q3 20234
Sargent Investment Group, LLC 440.21%0.24%0.26%Q1 2019Q4 20194
Independent Wealth Network Inc. 440.24%0.56%0.70%Q4 2022Q3 20234
Adams Wealth Management 440.13%2.56%6.94%Q4 2019Q3 20204
1 NORTH WEALTH SERVICES LLC 224.29%4.63%5.11%Q4 2018Q4 20194
Vestmark Advisory Solutions, Inc. 440.04%0.07%0.11%Q3 2022Q2 20234
BNP PARIBAS FINANCIAL MARKETS 310.00%0.01%0.01%Q4 2021Q2 20234
Householder Group Estate & Retirement Specialist, LLC 210.07%0.92%3.18%Q2 2022Q3 20234
WealthCare Investment Partners, LLC 440.29%0.33%0.37%Q2 2022Q1 20234
Corient Private Wealth LLC 440.02%0.05%0.10%Q4 2022Q3 20234
Bullseye Investment Management, LLC 440.22%4.32%12.85%Q3 2022Q2 20234
Royal Fund Management, LLC 220.00%0.45%1.10%Q1 2018Q1 20194
Mainsail Financial Group, LLC 448.99%10.38%12.33%Q4 2022Q3 20234
Rede Wealth, LLC 440.12%0.16%0.25%Q3 2021Q2 20224
IAMS WEALTH MANAGEMENT, LLC 441.50%4.03%5.76%Q4 2022Q3 20234
Strait & Sound Wealth Management LLC 440.71%1.23%2.39%Q4 2022Q3 20234
MERCER GLOBAL ADVISORS INC /ADV 310.01%0.02%0.02%Q1 2019Q2 20234
Ignite Planners, LLC 440.17%0.21%0.24%Q4 2022Q3 20234
PLANNING ALTERNATIVES LTD /ADV 448.65%11.59%12.88%Q1 2019Q4 20194
KMG FIDUCIARY PARTNERS, LLC 440.15%0.20%0.22%Q4 2022Q3 20234
Family Capital Management, Inc. 444.45%5.72%7.16%Q4 2022Q3 20234
Redwood Wealth Management Group, LLC 440.58%0.70%0.90%Q4 2022Q3 20234
Amplius Wealth Advisors, LLC 441.33%1.61%1.86%Q4 2022Q3 20234
Destiny Wealth Partners, LLC 220.02%0.03%0.05%Q4 2020Q4 20214
Activest Wealth Management 310.00%0.03%0.07%Q2 2022Q3 20234
DUNCKER STREETT & CO INC 440.01%0.01%0.01%Q4 2022Q3 20234
PFG Advisors 440.02%0.03%0.03%Q4 2022Q3 20234
Stegent Equity Advisors, Inc. 310.70%2.74%8.16%Q3 2022Q3 20234
Lion Street Advisors, LLC 110.23%0.26%0.29%Q1 2022Q3 20234
Farther Finance Advisors, LLC 440.03%0.09%0.15%Q4 2022Q3 20234
GRIMES & COMPANY, INC. 440.11%0.13%0.14%Q4 2021Q3 20224
Weatherstone Capital Management 440.07%0.19%0.25%Q1 2018Q4 20184
Wealth Enhancement & Preservation of GA, LLC 440.40%10.61%35.59%Q4 2019Q3 20204
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 440.31%0.34%0.40%Q3 2019Q2 20204
Johnson Midwest Financial, LLC 440.01%0.02%0.02%Q2 2022Q1 20234
Gateway Wealth Partners, LLC 440.19%0.32%0.42%Q4 2022Q3 20234
FSC Wealth Advisors, LLC 4417.19%23.97%30.20%Q4 2022Q3 20234
WFG Advisors, LP 440.01%0.01%0.01%Q3 2016Q2 20174
FormulaFolio Investments, LLC 440.02%0.03%0.04%Q1 2020Q4 20204
Altus Wealth Group LLC 440.22%0.24%0.29%Q4 2022Q3 20234
Financial Partners Group, Inc 440.10%0.12%0.13%Q3 2022Q2 20234
Garden State Investment Advisory Services LLC 440.18%0.31%0.56%Q4 2022Q3 20234
MILESTONE ASSET MANAGEMENT, LLC 440.12%7.45%10.97%Q4 2022Q3 20234
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q2 2016Q3 20234
SUNTRUST BANKS INC 440.00%0.01%0.01%Q1 2016Q4 20164
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.11%0.18%0.34%Q4 2022Q3 20234
Merit Financial Group, LLC 310.06%0.09%0.11%Q3 2019Q3 20234
Sage Advisory Services, Ltd.Co. 440.05%0.55%1.57%Q1 2019Q4 20194
Fort Point Capital Partners LLC 440.08%0.10%0.11%Q4 2020Q3 20214
EPG Wealth Management LLC 310.01%0.03%0.06%Q1 2020Q1 20234
Advisor OS, LLC 440.87%1.53%2.73%Q1 2021Q4 20214
MSI Financial Services Inc 440.04%0.51%1.87%Q1 2016Q4 20164
Sebold Capital Management, Inc. 443.34%3.77%4.26%Q4 2022Q3 20234
RiverTree Advisors, LLC 449.38%9.58%9.89%Q4 2022Q3 20234
Legacy Capital Wealth Partners, LLC 440.23%2.35%4.48%Q4 2022Q3 20234
Prosperity Financial Group, Inc. 444.39%5.05%6.23%Q4 2022Q3 20234
F-Squared Investment Management, LLC 332.05%10.44%27.19%Q4 2014Q2 20153
Nilsine Partners, LLC 331.26%1.30%1.34%Q1 2023Q3 20233
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 210.06%4.46%7.80%Q4 2020Q2 20223
CoreCap Advisors, LLC 110.00%0.01%0.01%Q4 2021Q4 20223
Monument Capital Management 330.77%3.17%7.84%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
Global Assets Advisory, LLC 330.69%0.74%0.82%Q1 2023Q3 20233
Arden Trust Co 330.09%0.13%0.19%Q2 2019Q4 20193
AJ WEALTH STRATEGIES, LLC 330.86%2.41%3.24%Q4 2022Q2 20233
Spectrum Management Group, LLC 330.01%0.01%0.02%Q3 2017Q1 20183
Peterson Wealth Advisors, LLC 333.46%3.88%4.43%Q2 2018Q4 20183
Systelligence, LLC 330.41%3.14%4.60%Q4 2022Q2 20233
Eudaimonia Partners, LLC 330.01%0.01%0.02%Q4 2019Q2 20203
FIRETHORN WEALTH PARTNERS, LLC 330.17%0.35%0.63%Q3 2022Q1 20233
Gradient Investments LLC 210.00%0.69%1.06%Q3 2018Q3 20233
BIVIN & ASSOCIATES, INC. 330.02%0.03%0.05%Q4 2021Q2 20223
BlackDiamond Wealth Management, LLC 330.44%0.48%0.53%Q2 2022Q4 20223
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 330.76%0.82%0.87%Q4 2022Q2 20233
Ranch Capital Advisors Inc. 330.01%0.01%0.01%Q2 2020Q4 20203
Pinnacle Private Wealth, LLC 330.14%0.31%0.52%Q4 2021Q2 20223
Rise Advisors, LLC 330.02%0.02%0.03%Q2 2022Q4 20223
COLUMBIA ADVISORY PARTNERS LLC 330.36%0.37%0.39%Q1 2023Q3 20233
HRT FINANCIAL LP 110.03%0.04%0.04%Q4 2019Q1 20233
Fee-Only Financial Planning, L.C. 331.46%1.55%1.68%Q4 2022Q2 20233
Jefferies Group LLC 330.01%0.06%0.13%Q4 2014Q2 20153
CHANNEL WEALTH LLC 330.12%0.13%0.14%Q2 2023Q4 20233
Golden State Equity Partners 330.11%0.29%0.40%Q1 2023Q3 20233
MACROVIEW INVESTMENT MANAGEMENT LLC 330.06%0.06%0.06%Q2 2017Q4 20173
Integrated Advisors Network LLC 330.03%0.07%0.10%Q1 2023Q3 20233
VitalStone Financial, LLC 210.14%0.23%0.32%Q4 2022Q3 20233
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q2 2019Q1 20233
ASSETMARK, INC 210.00%0.00%0.00%Q4 2020Q3 20233
PFS Partners, LLC 330.20%0.21%0.23%Q1 2023Q3 20233
StrategIQ Financial Group, LLC 330.06%0.08%0.11%Q1 2020Q3 20203
Beacon Harbor Wealth Advisors, Inc. 212.30%2.34%2.39%Q2 2022Q1 20233
BB&T INVESTMENT SERVICES, INC. 330.01%0.01%0.01%Q2 2017Q4 20173
Icon Wealth Partners, LLC 110.03%0.04%0.04%Q4 2017Q1 20193
Sanchez Wealth Management Group 330.48%3.73%5.90%Q3 2018Q1 20193
Authentikos Wealth Advisory, LLC 330.31%0.72%0.95%Q1 2023Q3 20233
Objective Capital Management, LLC 330.55%0.67%0.75%Q1 2023Q3 20233
Total Clarity Wealth Management, Inc. 331.51%1.77%2.08%Q3 2022Q1 20233
Redhawk Wealth Advisors, Inc. 330.32%0.36%0.41%Q1 2023Q3 20233
Global Financial Private Capital, Inc 330.01%0.02%0.04%Q2 2018Q4 20183
Octavia Wealth Advisors, LLC 330.08%0.13%0.19%Q4 2020Q2 20213
Fiduciary Alliance LLC 330.00%0.75%1.13%Q4 2022Q2 20233
Advisor Resource Council 330.19%0.20%0.23%Q3 2022Q1 20233
Delos Wealth Advisors, LLC 330.07%0.07%0.07%Q1 2023Q3 20233
Pine Valley Investments Ltd Liability Co 331.29%1.53%1.73%Q1 2023Q3 20233
Fortis Group Advisors, LLC 330.62%0.90%1.05%Q1 2023Q3 20233
Advisory Alpha, LLC 330.01%0.02%0.03%Q4 2022Q2 20233
MAI Capital Management 330.11%0.13%0.16%Q4 2020Q2 20213
Impact Partnership Wealth, LLC 220.00%0.01%0.01%Q2 2023Q3 20232
FIRST MANHATTAN CO. LLC. 220.00%0.00%0.00%Q2 2018Q3 20182
Paladin Advisory Group, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
ARS Wealth Advisors Group, LLC 220.05%0.05%0.06%Q2 2022Q3 20222
THRIVENT FINANCIAL FOR LUTHERANS 220.00%0.00%0.00%Q2 2023Q3 20232
Parallel Advisors, LLC 110.00%0.00%0.00%Q1 2018Q3 20232
SRS Capital Advisors, Inc. 220.00%0.00%0.00%Q2 2019Q3 20192
Syntal Capital Partners, LLC 220.24%1.30%2.37%Q1 2019Q2 20192
True Capital Management 220.77%0.83%0.88%Q4 2022Q1 20232
Concord Wealth Partners 220.01%0.01%0.01%Q1 2022Q2 20222
Engrave Wealth Partners LLC 220.16%0.19%0.21%Q1 2020Q2 20202
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
LIBERTY WEALTH MANAGEMENT LLC 110.01%0.04%0.06%Q1 2020Q3 20202
Penserra Capital Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Clark Capital Management Group, Inc. 220.01%0.01%0.01%Q1 2017Q2 20172
Beacon Financial Advisory LLC 220.64%0.67%0.70%Q2 2023Q3 20232
Tradition Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Independent Portfolio Consultants, Inc. 110.00%0.01%0.02%Q1 2016Q2 20172
Bison Wealth, LLC 220.17%0.20%0.23%Q2 2023Q3 20232
Catalyst Wealth Management, LLC 221.43%2.12%2.81%Q4 2022Q1 20232
TFG Advisers LLC 220.09%0.10%0.11%Q2 2023Q3 20232
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q4 2022Q2 20232
Columbia Trust Co 01012016 110.10%0.18%0.27%Q4 2022Q3 20232
Dynamic Advisor Solutions LLC 220.02%0.03%0.03%Q3 2022Q4 20222
Naviter Wealth, LLC 222.56%2.57%2.58%Q2 2023Q3 20232
ALESCO ADVISORS LLC 220.06%0.09%0.12%Q2 2015Q3 20152
GREAT VALLEY ADVISOR GROUP, INC. 220.02%0.16%0.29%Q2 2022Q3 20222
Executive Wealth Management, LLC 110.68%0.76%0.85%Q2 2022Q1 20232
Argentus Capital Management, LLC 110.00%0.01%0.02%Q3 2015Q1 20162
San Luis Wealth Advisors LLC 224.00%5.41%6.82%Q2 2023Q3 20232
Imprint Wealth LLC 220.22%0.28%0.33%Q2 2023Q3 20232
HERITAGE WEALTH MANAGEMENT, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
INTREPID CAPITAL MANAGEMENT INC 220.02%0.02%0.02%Q2 2023Q3 20232
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Secure Asset Management, LLC 221.02%1.02%1.03%Q2 2023Q3 20232
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2015Q2 20192
Plan Group Financial, LLC 110.48%1.08%1.68%Q2 2022Q3 20232
Dunhill Financial, LLC 222.17%2.26%2.34%Q2 2023Q3 20232
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.03%0.10%0.16%Q1 2015Q3 20152
Kessler Investment Group, LLC 220.07%0.08%0.08%Q1 2020Q2 20202
GDS Wealth Management 220.15%1.03%1.90%Q3 2022Q4 20222
RELIANCE TRUST CO OF DELAWARE 220.32%0.33%0.34%Q4 2018Q1 20192
Stadion Money Management, LLC 110.60%0.71%0.81%Q1 2018Q3 20202
Darwin Wealth Management, LLC 110.04%0.28%0.51%Q1 2020Q4 20202
Legend Financial Advisors, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
Leelyn Smith, LLC 220.12%0.13%0.13%Q4 2022Q1 20232
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 220.08%0.08%0.09%Q2 2023Q3 20232
Industrial Alliance Investment Management Inc. 220.24%0.32%0.41%Q2 2023Q3 20232
Crescent Grove Advisors, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Owen LaRue, LLC 220.29%0.29%0.29%Q4 2022Q1 20232
SEI INVESTMENTS CO 220.00%0.00%0.00%Q1 2018Q2 20182
Versant Capital Management, Inc 220.00%0.00%0.00%Q4 2017Q1 20182
BOKF, NA 220.01%0.01%0.01%Q3 2022Q4 20222
Avidian Wealth Solutions, LLC 220.06%0.07%0.07%Q4 2022Q1 20232
BESSEMER GROUP INC 220.00%0.00%0.00%Q4 2022Q1 20232
Planning Solutions Group LLC 220.15%0.16%0.17%Q1 2019Q2 20192
TOTAL INVESTMENT MANAGEMENT INC 220.13%0.17%0.22%Q4 2018Q1 20192
Sonora Investment Management, LLC 220.01%0.01%0.01%Q2 2021Q3 20212
KEB ASSET MANAGEMENT, LLC 220.14%0.16%0.18%Q4 2022Q1 20232
Premia Global Advisors, LLC 110.12%0.15%0.18%Q2 2018Q1 20192
CreativeOne Wealth, LLC 220.02%0.05%0.09%Q1 2023Q2 20232
Coppell Advisory Solutions Corp. 227.04%13.17%19.31%Q4 2022Q1 20232
Ancora Advisors LLC 110.00%0.00%0.01%Q4 2022Q3 20232
Lunt Capital Management, Inc. 223.26%3.49%3.72%Q2 2023Q3 20232
DHK Financial Advisors, Inc. 221.03%1.05%1.08%Q2 2023Q3 20232
WHITTIER TRUST CO 220.00%0.00%0.00%Q3 2021Q4 20212
WBI INVESTMENTS, LLC 220.83%0.88%0.94%Q4 2016Q1 20172
QP WEALTH MANAGEMENT, LLC 220.34%0.38%0.41%Q2 2023Q3 20232
Westside Investment Management, Inc. 220.26%0.27%0.28%Q2 2023Q3 20232
Betterment LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Kure Advisory, LLC 110.96%0.96%0.96%Q3 2023Q3 20231
Founders Financial Alliance, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
First Trust Direct Indexing L.P. 110.03%0.03%0.03%Q3 2023Q3 20231
PITTENGER & ANDERSON INC 110.00%0.00%0.00%Q1 2019Q1 20191
Pitti Group Wealth Management, LLC 110.81%0.81%0.81%Q4 2021Q4 20211
Arlington Capital Management, Inc. 111.04%1.04%1.04%Q4 2022Q4 20221
Oakworth Capital, Inc. 110.02%0.02%0.02%Q3 2017Q3 20171
DHJJ Financial Advisors, Ltd. 110.10%0.10%0.10%Q3 2023Q3 20231
Dean, Jacobson Financial Services, LLC 110.19%0.19%0.19%Q1 2023Q1 20231
Great Lakes Retirement, Inc. 1110.77%10.77%10.77%Q4 2022Q4 20221
FolioMetrix LLC 110.27%0.27%0.27%Q2 2015Q2 20151
Winch Advisory Services, LLC 111.81%1.81%1.81%Q4 2018Q4 20181
Salomon & Ludwin, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
HARTLINE INVESTMENT CORP/ 112.09%2.09%2.09%Q3 2022Q3 20221
CITY HOLDING CO 110.01%0.01%0.01%Q1 2021Q1 20211
Masso Torrence Wealth Management Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
NATIONAL BANK OF CANADA /FI/ 110.01%0.01%0.01%Q3 2023Q3 20231
Purus Wealth Management, LLC 110.16%0.16%0.16%Q3 2021Q3 20211
Astor Investment Management LLC 110.04%0.04%0.04%Q4 2014Q4 20141
Cooper Financial Group 110.12%0.12%0.12%Q3 2022Q3 20221
WEST PACES ADVISORS INC. 110.00%0.00%0.00%Q4 2020Q4 20201
IRON Financial LLC 115.59%5.59%5.59%Q4 2019Q4 20191
TIAA, FSB 110.00%0.00%0.00%Q1 2018Q1 20181
Ground Swell Capital, LLC 110.50%0.50%0.50%Q2 2023Q2 20231
ZACKS INVESTMENT MANAGEMENT 110.01%0.01%0.01%Q2 2020Q2 20201
Cerity Partners LLC 110.08%0.08%0.08%Q3 2023Q3 20231
TITLEIST ASSET MANAGEMENT, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Oxler Private Wealth LLC 111.07%1.07%1.07%Q3 2022Q3 20221
Pasadena Private Wealth, LLC 112.47%2.47%2.47%Q4 2018Q4 20181
Fisher Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Almanack Investment Partners, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
Formidable Asset Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
DOWLING & YAHNKE LLC 110.05%0.05%0.05%Q2 2020Q2 20201
INNEALTA CAPITAL, LLC 110.20%0.20%0.20%Q4 2018Q4 20181
Creative Capital Management Investments LLC 110.08%0.08%0.08%Q1 2023Q1 20231
Clarity Financial LLC 110.08%0.08%0.08%Q1 2021Q1 20211
Gallagher Fiduciary Advisors, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
BREITER CAPITAL MANAGEMENT INC 110.42%0.42%0.42%Q1 2022Q1 20221
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q1 2021Q1 20211
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
IAG Wealth Partners, LLC 110.07%0.07%0.07%Q1 2023Q1 20231
Great Diamond Partners, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.16%0.16%0.16%Q3 2023Q3 20231
Paragon Advisors, LLC 110.53%0.53%0.53%Q3 2023Q3 20231
Kore Private Wealth LLC 111.74%1.74%1.74%Q3 2022Q3 20221
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Human Investing LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Lee Financial Co 110.00%0.00%0.00%Q3 2023Q3 20231
Venturi Wealth Management, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
PRW Wealth Management LLC 110.06%0.06%0.06%Q2 2021Q2 20211
Kingfisher Capital LLC 110.12%0.12%0.12%Q4 2019Q4 20191
SG Americas Securities, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Carolina Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Miracle Mile Advisors, LLC 110.04%0.04%0.04%Q1 2017Q1 20171
Edge Capital Group, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
Angeles Investment Advisors, LLC 110.07%0.07%0.07%Q3 2021Q3 20211
COMERICA BANK 110.04%0.04%0.04%Q3 2023Q3 20231
Strategic Capital Alternatives LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Adams Asset Advisors, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Madison Asset Management, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Inspire Advisors, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
ACCURATE INVESTMENT SOLUTIONS, INC. 110.07%0.07%0.07%Q1 2020Q1 20201
CADENCE BANK NA 110.08%0.08%0.08%Q1 2021Q1 20211
Arlington Partners LLC 110.00%0.00%0.00%Q4 2022Q4 20221
ENCOMPASS WEALTH ADVISORS, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
IEQ CAPITAL, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q4 2021Q4 20211
WHITTIER TRUST CO OF NEVADA INC 110.00%0.00%0.00%Q4 2018Q4 20181
Commonwealth Financial Services, LLC 110.34%0.34%0.34%Q3 2023Q3 20231
Gryphon Financial Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Valtinson Bruner Financial Planning LLC 110.20%0.20%0.20%Q1 2023Q1 20231
Headlands Technologies LLC 110.43%0.43%0.43%Q3 2023Q3 20231
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Camarda Financial Advisors, LLC 110.07%0.07%0.07%Q2 2019Q2 20191
Claraphi Advisory Network, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
State of Tennessee, Treasury Department 110.01%0.01%0.01%Q3 2022Q3 20221
IMA Wealth, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
Parkside Financial Bank & Trust 110.01%0.01%0.01%Q3 2023Q3 20231
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
AVIANCE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Friedenthal Financial 116.58%6.58%6.58%Q4 2018Q4 20181
Disciplined Investments, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Mendel Money Management 110.21%0.21%0.21%Q2 2019Q2 20191
CAPITAL ONE, NATIONAL ASSOCIATION 110.86%0.86%0.86%Q4 2019Q4 20191
BSW Wealth Partners 110.08%0.08%0.08%Q4 2021Q4 20211
Waterloo Capital, L.P. 110.15%0.15%0.15%Q3 2023Q3 20231
Flaharty Asset Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Americana Partners, LLC 110.24%0.24%0.24%Q4 2019Q4 20191
Pinnacle Advisory Group, Inc. 110.03%0.03%0.03%Q1 2021Q1 20211
Key FInancial Inc 110.02%0.02%0.02%Q3 2023Q3 20231
Summit Trail Advisors, LLC 110.37%0.37%0.37%Q4 2019Q4 20191
IBERIABANK CORP 110.03%0.03%0.03%Q4 2019Q4 20191
Cedar Brook Financial Partners, LLC 110.20%0.20%0.20%Q1 2019Q1 20191
Fiera Capital Corp 110.00%0.00%0.00%Q1 2020Q1 20201
Omnia Family Wealth, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
GERMAN AMERICAN BANCORP, INC. 110.07%0.07%0.07%Q4 2018Q4 20181
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Baker Avenue Asset Management, LP 110.12%0.12%0.12%Q4 2018Q4 20181
Horan Securities, Inc. 110.02%0.02%0.02%Q3 2019Q3 20191
OneAscent Financial Services LLC 110.56%0.56%0.56%Q3 2022Q3 20221
Laurel Wealth Planning LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Financial Gravity Companies, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Heritage Trust Co 110.00%0.00%0.00%Q4 2017Q4 20171
Regal Investment Advisors LLC 110.16%0.16%0.16%Q4 2020Q4 20201
Ascension Asset Management LLC 112.84%2.84%2.84%Q4 2020Q4 20201
Vivaldi Capital Management LP 114.65%4.65%4.65%Q4 2019Q4 20191
Ballew Advisors, Inc 110.68%0.68%0.68%Q2 2022Q2 20221
Second Half Financial Partners, LLC 110.72%0.72%0.72%Q2 2023Q2 20231
PRUDENTIAL PLC 110.02%0.02%0.02%Q4 2022Q4 20221
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
J Arnold Wealth Management Co 1133.30%33.30%33.30%Q2 2023Q2 20231
North Star Investment Management Corp. 110.00%0.00%0.00%Q3 2019Q3 20191
Fulcrum Equity Management 110.00%0.00%0.00%Q3 2019Q3 20191
BBVA USA 110.00%0.00%0.00%Q2 2021Q2 20211
Williams Financial, LLC 110.33%0.33%0.33%Q1 2021Q1 20211
PARK AVENUE SECURITIES LLC 110.01%0.01%0.01%Q3 2023Q3 20231
VSR Financial Services, Inc. 110.17%0.17%0.17%Q2 2016Q2 20161
F3Logic, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
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.