FIRST TR EXCHNG TRADED FD VI shareholder history

Current and past FIRST TR EXCHNG TRADED FD VI shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 27270.00%0.01%0.02%Q1 2017Q3 202327
RAYMOND JAMES & ASSOCIATES 27270.00%0.04%0.08%Q1 2017Q3 202327
ROYAL BANK OF CANADA 27270.00%0.01%0.03%Q1 2017Q3 202327
LPL Financial LLC 26260.02%0.15%0.37%Q2 2017Q3 202326
D.A. DAVIDSON & CO. 2410.00%0.03%0.10%Q2 2017Q3 202325
Private Advisor Group, LLC 2230.00%0.19%0.46%Q2 2017Q3 202325
B. Riley Wealth Advisors, Inc. 24240.01%0.04%0.10%Q4 2017Q3 202324
LVZ, Inc. 24245.08%8.02%10.02%Q4 2017Q3 202324
BENJAMIN F. EDWARDS & COMPANY, INC. 24240.00%0.09%0.26%Q4 2017Q3 202324
PNC FINANCIAL SERVICES GROUP, INC. 24240.00%0.00%0.00%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.05%0.11%Q4 2017Q3 202324
Cambridge Investment Research Advisors, Inc. 24240.00%0.08%0.18%Q4 2017Q3 202324
MORGAN STANLEY 24240.01%0.03%0.06%Q4 2017Q3 202324
Janney Montgomery Scott LLC 24240.00%0.05%0.12%Q4 2017Q3 202324
Raymond James Financial Services Advisors, Inc. 24240.01%0.17%0.28%Q4 2017Q3 202324
IFP Advisors, Inc 1710.01%0.33%1.34%Q1 2016Q3 202324
Concorde Asset Management, LLC 2120.24%0.93%2.04%Q4 2017Q3 202323
STIFEL FINANCIAL CORP 2120.00%0.02%0.05%Q4 2017Q3 202323
WELLS FARGO & COMPANY/MN 23230.00%0.04%0.07%Q1 2018Q3 202323
UBS Group AG 23230.00%0.02%0.05%Q1 2018Q3 202323
Cornerstone Wealth Management, LLC 2030.02%0.45%1.10%Q4 2017Q3 202323
Financial Advocates Investment Management 23230.03%0.63%1.04%Q1 2018Q3 202323
CWM, LLC 1580.00%0.12%0.54%Q4 2017Q3 202323
Quad-Cities Investment Group, LLC 23230.14%0.58%1.21%Q1 2018Q3 202323
Geneos Wealth Management Inc. 22220.02%0.11%0.27%Q2 2018Q3 202322
JPMORGAN CHASE & CO 11110.00%0.00%0.00%Q1 2017Q3 202322
ENVESTNET ASSET MANAGEMENT INC 21210.02%0.07%0.10%Q3 2018Q3 202321
Eldridge Investment Advisors, Inc. 21211.30%5.88%8.79%Q3 2018Q3 202321
MML INVESTORS SERVICES, LLC 1740.00%0.06%0.13%Q2 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.20%0.45%Q3 2018Q3 202321
Atria Investments, Inc 1830.01%0.43%1.95%Q4 2017Q3 202321
Simplicity Solutions, LLC 1040.02%0.20%0.52%Q4 2017Q3 202321
Prospera Financial Services Inc 1810.03%0.18%0.60%Q4 2017Q3 202320
WealthOne, LLC 20200.25%0.76%1.39%Q4 2018Q3 202320
Gladstone Institutional Advisory LLC 20200.06%0.69%2.99%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.00%0.05%0.18%Q4 2018Q3 202320
Stratos Wealth Partners, LTD. 1410.00%0.15%0.39%Q4 2017Q3 202320
Pinnacle Bancorp, Inc. 20200.02%0.03%0.05%Q4 2018Q3 202320
NewEdge Advisors, LLC 20200.04%0.15%0.33%Q4 2018Q3 202320
Cetera Advisors LLC 19190.02%0.10%0.18%Q1 2019Q3 202319
HighTower Advisors, LLC 19190.00%0.01%0.02%Q1 2019Q3 202319
RDA Financial Network 19190.18%0.81%1.29%Q1 2019Q3 202319
Snowden Capital Advisors LLC 920.02%0.32%0.63%Q2 2018Q3 202319
Genesee Capital Advisors, LLC 1090.15%0.35%1.52%Q4 2018Q3 202319
FMR LLC 1210.00%0.00%0.00%Q4 2018Q3 202318
Wealthcare Advisory Partners LLC 18180.01%0.02%0.05%Q4 2017Q1 202218
CENTAURUS FINANCIAL, INC. 1710.01%0.37%0.72%Q2 2018Q3 202318
American Financial Advisors, LLC 1352.78%3.83%5.12%Q1 2019Q3 202318
Brinker Capital Investments, LLC 18180.14%0.45%0.92%Q1 2017Q2 202118
Baird Financial Group, Inc. 18180.00%0.02%0.04%Q2 2019Q3 202318
FIRST TRUST ADVISORS LP 990.00%0.02%0.07%Q1 2019Q3 202318
AE Wealth Management LLC 18180.03%0.25%0.45%Q2 2019Q3 202318
US BANCORP \DE\ 18180.00%0.01%0.01%Q2 2019Q3 202318
RFG Advisory, LLC 17170.07%0.16%0.47%Q3 2019Q3 202317
American Portfolios Advisors 17170.00%0.21%0.80%Q3 2018Q3 202217
FOUNDERS FINANCIAL SECURITIES LLC 17170.11%0.91%2.57%Q3 2019Q3 202317
Sigma Planning Corp 17170.04%0.33%0.52%Q3 2019Q3 202317
AVANTAX ADVISORY SERVICES, INC. 17170.01%0.18%0.25%Q3 2019Q3 202317
Citadel Advisors 810.00%0.00%0.02%Q2 2017Q3 202317
Blackhawk Capital Partners LLC. 1431.28%5.91%12.48%Q2 2019Q3 202317
IFG Advisory, LLC 17170.16%0.22%0.29%Q3 2019Q3 202317
JANE STREET GROUP, LLC 1110.00%0.01%0.02%Q1 2017Q3 202317
Bogart Wealth, LLC 17170.05%4.59%6.57%Q3 2019Q3 202317
Cetera Advisor Networks LLC 17170.02%0.15%0.26%Q3 2019Q3 202317
FLAGSHIP HARBOR ADVISORS, LLC 1070.00%0.02%0.06%Q2 2018Q3 202217
Cetera Investment Advisers 1430.14%0.35%0.55%Q4 2017Q3 202317
OneDigital Investment Advisors LLC 1340.01%0.12%0.23%Q4 2017Q3 202317
RAYMOND JAMES TRUST N.A. 17170.01%0.02%0.03%Q3 2019Q3 202317
Larson Financial Group LLC 17170.48%2.29%4.53%Q3 2019Q3 202317
Mutual Advisors, LLC 17170.04%0.14%0.32%Q3 2019Q3 202317
FIFTH THIRD BANCORP 1070.00%0.00%0.00%Q4 2017Q4 202217
Steward Partners Investment Advisory, LLC 17170.00%0.26%0.64%Q3 2019Q3 202317
First Heartland Consultants, Inc. 17170.10%0.98%2.48%Q3 2019Q3 202317
TRUIST FINANCIAL CORP 16160.01%0.05%0.09%Q4 2019Q3 202316
MONEYWISE, INC. 16160.00%0.77%1.48%Q4 2019Q3 202316
Capital Asset Advisory Services LLC 16160.40%0.72%1.19%Q4 2019Q3 202316
Walkner Condon Financial Advisors LLC 16160.25%3.02%8.81%Q4 2019Q3 202316
TRUSTCORE FINANCIAL SERVICES, LLC 16160.01%0.02%0.04%Q1 2019Q4 202216
Pinnacle Family Advisors, LLC 1240.71%2.46%6.83%Q1 2019Q3 202316
Allworth Financial LP 1510.00%0.32%1.78%Q4 2018Q3 202316
Advisory Services Network, LLC 16160.01%0.03%0.08%Q4 2019Q3 202316
First Horizon Advisors, Inc. 1060.00%0.07%0.16%Q3 2019Q3 202316
TRUE Private Wealth Advisors 16160.02%0.09%0.36%Q4 2019Q3 202316
Horizon Investments, LLC 1150.89%1.77%2.22%Q3 2019Q3 202316
Kovack Advisors, Inc. 16160.28%0.42%0.61%Q3 2019Q2 202316
Global Retirement Partners, LLC 970.01%0.04%0.11%Q3 2019Q3 202316
HOWARD FINANCIAL SERVICES, LTD. 16160.26%1.09%3.28%Q4 2019Q3 202316
Seascape Capital Management 16164.68%8.78%12.39%Q4 2019Q3 202316
HCR Wealth Advisors 16160.16%0.38%0.49%Q4 2019Q3 202316
Bank of New York Mellon Corp 16160.00%0.00%0.01%Q4 2019Q3 202316
Kingsview Wealth Management, LLC 1060.05%0.12%0.27%Q3 2019Q3 202316
USAdvisors Wealth Management, LLC 16160.23%3.31%5.98%Q4 2019Q3 202316
Cambridge Advisors Inc. 16160.12%0.49%0.92%Q4 2019Q3 202316
Barber Financial Group, Inc. 16160.11%0.66%1.94%Q2 2019Q1 202316
PFS INVESTMENTS INC. 16160.28%0.62%0.82%Q3 2019Q2 202316
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 15150.03%0.05%0.06%Q2 2019Q4 202215
Rockefeller Capital Management L.P. 15150.00%0.00%0.01%Q4 2019Q2 202315
CFO4Life Group, LLC 15150.32%2.57%4.50%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.11%0.15%0.21%Q1 2020Q3 202315
CITIGROUP INC 15150.00%0.00%0.00%Q1 2020Q3 202315
Ausdal Financial Partners, Inc. 15150.50%0.71%0.98%Q1 2020Q3 202315
Orion Portfolio Solutions, LLC 15150.02%0.05%0.08%Q1 2020Q3 202315
BENJAMIN EDWARDS INC 15150.04%0.08%0.14%Q1 2020Q3 202315
Sugarloaf Wealth Management, LLC 15150.00%0.04%0.18%Q1 2020Q3 202315
Ahrens Investment Partners LLC 1410.04%0.15%0.24%Q1 2019Q1 202315
TOWNSQUARE CAPITAL LLC 15150.01%0.02%0.05%Q1 2020Q3 202315
SUSQUEHANNA INTERNATIONAL GROUP, LLP 510.00%0.00%0.00%Q3 2017Q3 202315
Jaffetilchin Investment Partners, LLC 15150.05%0.95%3.13%Q1 2019Q3 202215
Opes Wealth Management LLC 15151.16%1.57%1.90%Q1 2020Q3 202315
First Allied Advisory Services, Inc. 14140.06%0.14%0.39%Q2 2017Q3 202014
ERn Financial, LLC 14140.66%2.16%4.05%Q2 2020Q3 202314
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1310.00%0.00%0.01%Q1 2019Q3 202314
Csenge Advisory Group 14140.05%0.79%1.39%Q2 2020Q3 202314
INSPIRION WEALTH ADVISORS, LLC 14140.10%0.80%1.81%Q2 2020Q3 202314
LexAurum Advisors, LLC 540.54%1.47%2.24%Q1 2019Q3 202314
Old Port Advisors 1310.12%0.55%0.88%Q1 2020Q3 202314
Darwin Wealth Management, LLC 14142.55%3.80%8.66%Q2 2020Q3 202314
&PARTNERS 14140.20%0.66%1.46%Q2 2020Q3 202314
Parisi Gray Wealth Management 14140.12%0.62%1.41%Q1 2020Q2 202314
GREAT VALLEY ADVISOR GROUP, INC. 14140.02%0.17%0.49%Q2 2020Q3 202314
EPG Wealth Management LLC 1110.01%0.10%0.29%Q4 2019Q3 202314
Rehmann Capital Advisory Group 14141.11%1.35%1.55%Q2 2020Q3 202314
Gradient Investments LLC 810.00%0.00%0.00%Q1 2018Q3 202314
PRIVATE TRUST CO NA 14140.03%0.08%0.12%Q2 2020Q3 202314
SignalPoint Asset Management, LLC 14140.20%1.80%2.97%Q2 2020Q3 202314
COZAD ASSET MANAGEMENT INC 13130.14%0.21%0.30%Q3 2020Q3 202313
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 13130.11%0.16%0.21%Q3 2020Q3 202313
StoneX Group Inc. 1030.14%0.45%0.93%Q3 2019Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.25%0.42%0.79%Q3 2020Q3 202313
Strategic Blueprint, LLC 13130.09%0.31%0.86%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.14%0.44%1.00%Q3 2020Q3 202313
CREATIVE FINANCIAL DESIGNS INC /ADV 1210.00%0.07%0.21%Q3 2019Q3 202313
First PREMIER Bank 13130.04%0.83%1.47%Q3 2020Q3 202313
Keystone Financial Group 1120.04%0.29%0.87%Q2 2020Q3 202313
Sowell Financial Services LLC 810.00%0.05%0.16%Q3 2019Q3 202313
Harvest Investment Services, LLC 13130.64%1.06%1.74%Q3 2020Q3 202313
Sunflower Bank, N.A. 13130.07%2.02%5.53%Q3 2020Q3 202313
Equitable Holdings, Inc. 13130.01%0.04%0.06%Q3 2020Q3 202313
Wealthstreet Investment Advisors, LLC 13130.04%0.16%0.54%Q2 2018Q2 202113
Centennial Wealth Advisory LLC 12121.08%1.99%3.04%Q4 2020Q3 202312
CAPTRUST FINANCIAL ADVISORS 12120.00%0.05%0.20%Q4 2020Q3 202312
Aveo Capital Partners, LLC 12120.05%0.29%0.59%Q4 2020Q3 202312
DEFINED WEALTH MANAGEMENT, LLC 12120.40%0.75%1.17%Q4 2020Q3 202312
Allen Capital Group, LLC 933.71%5.72%7.09%Q3 2020Q3 202312
Altus Wealth Group LLC 12120.42%0.66%0.92%Q4 2020Q3 202312
Kowal Investment Group, LLC 12120.31%10.87%17.13%Q4 2020Q3 202312
WEALTHSOURCE PARTNERS, LLC 1110.04%0.07%0.10%Q1 2020Q3 202312
IHT Wealth Management, LLC 12120.05%0.08%0.13%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.07%12.78%26.82%Q4 2020Q3 202312
Tranquilli Financial Advisor LLC 12120.60%1.19%1.67%Q4 2020Q3 202312
LEVEL FOUR ADVISORY SERVICES, LLC 930.03%0.21%0.51%Q2 2019Q3 202312
NewSquare Capital LLC 12120.08%1.28%2.99%Q4 2020Q3 202312
Grant/GrossMendelsohn, LLC 12120.47%1.13%2.40%Q4 2020Q3 202312
FSB PREMIER WEALTH MANAGEMENT, INC. 12123.96%4.91%5.74%Q4 2020Q3 202312
Western Wealth Management, LLC 840.05%0.11%0.21%Q3 2020Q3 202312
Arkadios Wealth Advisors 12120.36%1.18%1.50%Q4 2020Q3 202312
BCGM Wealth Management, LLC 12121.05%2.50%4.33%Q4 2020Q3 202312
Advisors Asset Management, Inc. 12120.00%0.00%0.01%Q2 2020Q1 202312
THRIVENT FINANCIAL FOR LUTHERANS 840.00%0.03%0.06%Q3 2020Q3 202312
TD Capital Management LLC 12120.01%0.20%0.33%Q4 2020Q3 202312
TRANSCEND CAPITAL ADVISORS, LLC 12120.07%0.10%0.13%Q4 2020Q3 202312
BELLEVUE ASSET MANAGEMENT, LLC 12120.01%0.02%0.06%Q4 2020Q3 202312
Good Life Advisors, LLC 12120.16%0.22%0.28%Q4 2020Q3 202312
Accel Wealth Management 12120.01%0.05%0.14%Q4 2020Q3 202312
Belpointe Asset Management LLC 1020.04%0.24%0.52%Q3 2019Q1 202312
Legacy Capital Wealth Partners, LLC 12120.82%2.92%4.28%Q4 2020Q3 202312
Atlas Private Wealth Management, LLC 12122.95%4.52%5.60%Q4 2020Q3 202312
Capital Planning LLC 12121.79%3.45%5.89%Q4 2020Q3 202312
Wagner Wealth Management, LLC 12120.45%1.75%3.55%Q4 2020Q3 202312
Regal Investment Advisors LLC 1010.02%0.48%0.68%Q2 2020Q3 202312
SNS Financial Group, LLC 12120.09%2.21%3.36%Q4 2020Q3 202312
Meridian Wealth Management, LLC 12120.01%0.05%0.08%Q4 2020Q3 202312
WINTRUST INVESTMENTS LLC 830.04%0.18%0.49%Q3 2019Q3 202311
OPPENHEIMER & CO INC 830.01%0.02%0.04%Q2 2020Q3 202311
Spire Wealth Management 11110.94%1.06%1.20%Q1 2021Q3 202311
Clearview Wealth Advisors LLC 11110.01%0.05%0.10%Q4 2020Q2 202311
Clear Creek Financial Management, LLC 1010.08%0.22%0.38%Q4 2020Q3 202311
J.W. COLE ADVISORS, INC. 830.02%0.03%0.03%Q4 2020Q3 202311
LADENBURG THALMANN FINANCIAL SERVICES INC. 11110.01%0.03%0.08%Q2 2017Q4 201911
PFG Advisors 11110.07%0.12%0.16%Q1 2021Q3 202311
Qube Research & Technologies Ltd 910.00%0.18%0.59%Q4 2019Q2 202311
CHIRON CAPITAL MANAGEMENT, LLC 11110.23%0.66%1.06%Q3 2020Q1 202311
GeoWealth Management, LLC 11110.00%0.25%1.08%Q1 2021Q3 202311
Elevated Capital Advisors, LLC 510.34%1.63%3.50%Q2 2020Q3 202311
EQ LLC 11110.40%0.51%0.73%Q4 2020Q2 202311
NEXT Financial Group, Inc 11110.01%0.17%0.35%Q2 2019Q4 202111
Integrated Wealth Concepts LLC 11110.01%0.04%0.11%Q1 2021Q3 202311
Cypress Capital Group 11110.04%0.38%1.03%Q1 2021Q3 202311
Integrated Advisors Network LLC 11110.02%0.13%0.43%Q1 2021Q3 202311
Dynamic Advisor Solutions LLC 11110.03%0.07%0.13%Q2 2020Q4 202211
Archer Investment Corp 10100.07%0.79%1.28%Q2 2021Q3 202310
CLEAR INVESTMENT RESEARCH, LLC 10100.12%0.19%0.29%Q3 2020Q4 202210
HARBOUR INVESTMENTS, INC. 640.39%0.97%1.81%Q1 2021Q3 202310
Beacon Pointe Advisors, LLC 10100.04%0.07%0.21%Q2 2021Q3 202310
LINCOLN NATIONAL CORP 910.01%0.01%0.03%Q4 2020Q3 202310
MARINER INDEPENDENT ADVISOR NETWORK, LLC 10100.06%0.14%0.26%Q2 2020Q3 202210
Advisor Group, Inc. 10100.00%0.03%0.09%Q3 2017Q4 201910
MGO ONE SEVEN LLC 410.01%0.02%0.06%Q4 2017Q3 202310
Newman Dignan & Sheerar, Inc. 730.09%0.71%1.85%Q1 2021Q3 202310
Lloyd Advisory Services, LLC. 10100.05%0.06%0.08%Q4 2019Q1 202210
Patriot Financial Group Insurance Agency, LLC 710.00%0.01%0.09%Q2 2017Q3 202310
Betterment LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
Stratos Wealth Advisors, LLC 10100.25%1.32%2.26%Q2 2020Q3 202210
Family Management Corp 730.04%0.06%0.08%Q4 2020Q2 202310
Wealth Advisory Solutions, LLC 820.00%0.58%0.85%Q4 2019Q2 202210
Altman Advisors, Inc. 10100.00%0.53%2.40%Q4 2020Q1 202310
GPS Wealth Strategies Group, LLC 730.04%0.06%0.09%Q1 2021Q3 202310
WealthShield Partners, LLC 730.03%0.10%0.18%Q4 2017Q1 202210
True Link Financial Advisors, LLC 990.09%0.14%0.26%Q3 2021Q3 20239
Quantitative Advantage, LLC 991.74%2.29%3.18%Q4 2018Q4 20209
Shilanski & Associates, Inc. 991.21%1.40%1.72%Q2 2020Q2 20229
Aptus Capital Advisors, LLC 720.00%0.02%0.13%Q1 2021Q3 20239
Horan Securities, Inc. 720.01%0.14%0.51%Q1 2021Q2 20239
Triumph Capital Management 990.28%2.29%4.60%Q3 2021Q3 20239
V Wealth Advisors LLC 990.05%0.21%0.45%Q3 2020Q3 20229
DFPG INVESTMENTS, LLC 990.03%0.10%0.14%Q3 2021Q3 20239
PINNACLE ASSOCIATES LTD 990.01%0.01%0.01%Q3 2021Q3 20239
OLD MISSION CAPITAL LLC 520.04%0.20%0.60%Q2 2020Q4 20229
tru Independence LLC 710.00%0.30%0.49%Q4 2019Q3 20239
Mission Creek Capital Partners, Inc. 990.04%0.07%0.12%Q2 2020Q2 20229
Tidal Investments LLC 990.04%0.21%0.58%Q3 2020Q3 20229
Trinity Legacy Partners, LLC 990.15%0.85%1.38%Q2 2020Q2 20229
BEACON FINANCIAL GROUP 990.10%0.94%1.54%Q3 2021Q3 20239
PSI Advisors, LLC 510.00%0.11%0.94%Q4 2020Q3 20239
Intrua Financial, LLC 992.82%3.16%4.38%Q1 2021Q1 20239
Destiny Wealth Partners, LLC 990.02%0.16%1.14%Q4 2020Q4 20229
HBW ADVISORY SERVICES LLC 710.06%0.36%1.36%Q4 2019Q3 20239
OARSMAN CAPITAL, INC. 990.10%0.69%1.03%Q1 2021Q1 20239
Acorn Wealth Advisors, LLC 990.26%0.67%1.34%Q3 2021Q3 20239
Rede Wealth, LLC 880.35%0.49%0.69%Q4 2020Q3 20228
TrueWealth Advisors, LLC 880.20%0.29%0.51%Q4 2021Q3 20238
Avior Wealth Management, LLC 880.00%0.05%0.14%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.10%0.27%0.51%Q4 2021Q3 20238
Creative Planning 880.00%0.01%0.02%Q4 2021Q3 20238
COTTONWOOD CAPITAL ADVISORS, LLC 881.07%1.47%2.21%Q4 2021Q3 20238
WealthCare Investment Partners, LLC 880.79%1.16%2.11%Q4 2021Q3 20238
Comprehensive Financial Consultants Institutional, Inc. 880.32%0.47%0.62%Q4 2021Q3 20238
FDx Advisors, Inc. 880.36%0.78%1.64%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 610.81%1.92%2.62%Q1 2021Q3 20238
Pasadena Private Wealth, LLC 880.14%0.42%0.68%Q4 2019Q3 20218
WESPAC Advisors, LLC 880.18%2.24%5.29%Q2 2019Q1 20218
Advance Capital Management, Inc. 882.14%22.94%66.48%Q4 2021Q3 20238
Lokken Investment Group LLC 710.33%1.48%2.06%Q1 2012Q2 20228
Sweet Financial Partners, LLC 884.45%5.46%6.88%Q4 2021Q3 20238
Apollon Wealth Management, LLC 880.03%0.04%0.05%Q4 2021Q3 20238
Rise Advisors, LLC 880.03%0.12%0.19%Q4 2021Q3 20238
Q3 Asset Management 310.34%0.79%1.26%Q2 2019Q2 20238
Integrity Financial Corp /WA 881.06%2.25%3.19%Q4 2021Q3 20238
UNITED CAPITAL FINANCIAL ADVISORS, LLC 880.00%0.00%0.01%Q2 2020Q1 20228
Mariner, LLC 880.01%0.03%0.06%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.14%0.25%0.61%Q4 2021Q3 20238
Security Financial Services, INC. 880.24%0.32%0.37%Q4 2021Q3 20238
Renaissance Technologies 310.00%0.00%0.00%Q1 2020Q4 20228
Raleigh Capital Management Inc. 880.15%0.26%0.77%Q4 2021Q3 20238
KRAEMATON INVESTMENT ADVISORS, INC 880.97%1.04%1.15%Q4 2021Q3 20238
Eudaimonia Partners, LLC 880.01%0.02%0.04%Q4 2019Q3 20218
Holloway Wealth Management, LLC 880.02%0.43%0.86%Q2 2020Q1 20228
Landmark Wealth Management, LLC 882.77%4.56%8.56%Q4 2021Q3 20238
TMD Wealth Management, LLC 880.36%5.08%9.92%Q4 2020Q3 20228
GDS Wealth Management 881.29%4.09%7.00%Q4 2021Q3 20238
Laraway Financial Advisors Inc 880.91%1.07%1.19%Q4 2021Q3 20238
Advocacy Wealth Management Services, LLC 880.00%2.76%8.66%Q2 2020Q1 20228
WEDBUSH SECURITIES INC 770.02%0.03%0.09%Q3 2020Q1 20227
Capital Analysts, LLC 520.00%0.00%0.00%Q3 2021Q3 20237
HL FINANCIAL SERVICES LLC 770.02%0.03%0.04%Q2 2017Q4 20187
B. Riley Wealth Management, Inc. 770.03%0.10%0.16%Q2 2020Q4 20217
AVIANCE CAPITAL MANAGEMENT, LLC 610.00%0.34%0.81%Q2 2017Q1 20197
Keystone Financial Services 770.21%0.25%0.29%Q1 2022Q3 20237
Sandy Spring Bank 770.00%0.00%0.00%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.04%0.05%0.06%Q4 2021Q3 20237
FLYNN ZITO CAPITAL MANAGEMENT, LLC 526.31%7.30%7.81%Q4 2021Q3 20237
Stonebridge Financial Planning Group, LLC 610.00%0.01%0.02%Q4 2019Q3 20217
Castle Rock Wealth Management, LLC 430.47%0.77%1.30%Q1 2020Q4 20217
CORBETT ROAD CAPITAL MANAGEMENT, LLC 771.94%2.83%3.99%Q4 2020Q2 20227
Ascension Capital Advisors, Inc. 772.75%4.46%5.05%Q4 2020Q2 20227
SIGNATUREFD, LLC 770.00%0.00%0.02%Q3 2020Q1 20227
SILVER OAK SECURITIES, INCORPORATED 770.67%0.83%1.05%Q1 2022Q3 20237
BlackDiamond Wealth Management, LLC 430.24%1.94%3.55%Q4 2021Q3 20237
Truadvice, LLC 410.08%0.28%0.68%Q3 2020Q3 20237
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Ameritas Investment Company, LLC 410.01%0.27%0.69%Q4 2018Q3 20217
Teamwork Financial Advisors, LLC 770.19%0.35%0.50%Q2 2020Q4 20217
Virtue Capital Management, LLC 430.05%0.29%0.45%Q3 2021Q3 20237
ACG Wealth 520.03%0.35%1.12%Q4 2017Q1 20207
AlphaStar Capital Management, LLC 770.05%0.44%0.66%Q3 2020Q1 20227
AdvisorNet Financial, Inc 770.00%0.00%0.00%Q1 2022Q3 20237
Peterson Wealth Advisors, LLC 430.10%2.35%6.05%Q3 2021Q3 20237
Advisory Alpha, LLC 310.02%0.14%0.36%Q2 2021Q3 20237
Braun-Bostich & Associates Inc. 432.76%4.00%5.32%Q4 2020Q3 20227
ICA Group Wealth Management, LLC 772.25%2.36%2.49%Q1 2022Q3 20237
ShoreHaven Wealth Partners, LLC 770.22%0.28%0.31%Q1 2022Q3 20237
Forbes Financial Planning, Inc. 775.04%5.71%6.02%Q4 2021Q2 20237
Atria Wealth Solutions, Inc. 770.13%0.15%0.17%Q1 2022Q3 20237
Mach-1 Financial Group, LLC 660.02%1.59%3.91%Q2 2022Q3 20236
Drake & Associates, LLC 667.57%8.48%9.84%Q2 2022Q3 20236
Savior LLC 660.00%0.05%0.09%Q1 2020Q2 20216
Vestmark Advisory Solutions, Inc. 510.02%0.03%0.03%Q1 2021Q2 20236
Bison Wealth, LLC 420.01%0.12%0.25%Q4 2020Q2 20226
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 420.14%0.55%1.25%Q4 2020Q1 20236
Tower Wealth Partners, Inc. 666.13%6.98%8.09%Q4 2020Q1 20226
Independent Wealth Network Inc. 660.80%0.84%0.91%Q3 2021Q4 20226
Mattern Wealth Management LLC 660.07%2.30%3.66%Q2 2020Q3 20216
Avidian Wealth Solutions, LLC 330.02%0.04%0.06%Q1 2021Q3 20236
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 660.41%0.98%1.53%Q3 2019Q4 20206
Ruggie Capital Group 410.13%0.57%1.76%Q2 2018Q3 20206
Main Street Financial Solutions, LLC 660.15%0.58%0.89%Q4 2020Q1 20226
Mascoma Wealth Management LLC 420.00%0.05%0.24%Q4 2020Q2 20226
Total Clarity Wealth Management, Inc. 310.02%0.11%0.26%Q3 2020Q2 20226
Cascadia Advisory Services, LLC 310.76%3.92%7.41%Q4 2019Q3 20216
Golden State Equity Partners 330.88%1.37%2.97%Q3 2021Q3 20236
Outlook Wealth Advisors, LLC 660.20%0.47%0.64%Q4 2019Q1 20216
Sunbelt Securities, Inc. 330.01%0.04%0.13%Q2 2019Q3 20236
Avestar Capital, LLC 660.06%0.12%0.22%Q3 2020Q4 20216
VICUS CAPITAL 420.02%0.06%0.11%Q4 2021Q3 20236
Perella Weinberg Partners Capital Management LP 661.89%2.24%3.34%Q1 2020Q2 20216
PHH Investments, Ltd. 6613.26%14.06%14.87%Q3 2018Q4 20196
Foundations Investment Advisors, LLC 660.01%0.04%0.13%Q2 2022Q3 20236
AFFINITY WEALTH MANAGEMENT LLC 424.70%5.25%5.94%Q4 2020Q3 20226
Clarus Wealth Advisors 420.01%0.10%0.28%Q3 2018Q2 20236
Lion Street Advisors, LLC 210.08%0.10%0.12%Q3 2021Q2 20235
Principle Wealth Partners LLC 550.04%0.05%0.05%Q4 2020Q4 20215
RiverFront Investment Group, LLC 550.35%0.47%0.66%Q1 2021Q1 20225
Advisor Resource Council 550.06%0.13%0.23%Q2 2021Q2 20225
MBL Wealth, LLC 550.04%0.43%1.36%Q2 2022Q2 20235
Private Portfolio Partners LLC 320.07%0.12%0.26%Q2 2021Q3 20235
Source Financial Advisors LLC 550.21%0.22%0.22%Q1 2021Q1 20225
Colonial River Wealth Management, LLC 550.16%0.22%0.34%Q4 2021Q4 20225
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 550.24%0.32%0.53%Q3 2020Q3 20215
Realta Investment Advisors 320.03%0.06%0.09%Q2 2022Q3 20235
NorthLanding Financial Partners, LLC 554.52%4.77%5.03%Q3 2022Q3 20235
Shore Point Advisors, LLC 550.84%1.14%1.49%Q4 2021Q4 20225
Strategic Family Wealth Counselors, L.L.C. 410.28%0.41%0.86%Q4 2020Q3 20225
MBA Advisors LLC 550.64%1.89%2.52%Q1 2021Q1 20225
CoreCap Advisors, LLC 550.05%0.11%0.21%Q4 2021Q4 20225
Westside Investment Management, Inc. 550.00%0.44%0.61%Q3 2022Q3 20235
MONEY CONCEPTS CAPITAL CORP 410.00%0.20%0.85%Q1 2021Q4 20225
Nachman Norwood & Parrott, Inc 550.04%1.17%1.63%Q2 2020Q2 20215
Paragon Private Wealth Management, LLC 550.78%1.12%1.45%Q4 2021Q4 20225
S.C. Financial Services, Inc. 552.01%2.23%2.50%Q4 2021Q4 20225
Hudock, Inc. 550.00%0.00%0.00%Q1 2021Q1 20225
Coppell Advisory Solutions LLC 414.41%8.41%10.84%Q4 2020Q3 20235
Brendel Financial Advisors LLC 550.22%0.66%1.02%Q3 2019Q3 20205
M&T BANK CORP 550.00%0.00%0.00%Q4 2019Q4 20205
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 558.19%8.72%10.14%Q3 2022Q3 20235
Insight Wealth Partners, LLC 550.05%0.14%0.19%Q2 2021Q2 20225
DUBUQUE BANK & TRUST CO 550.05%0.05%0.05%Q3 2022Q3 20235
SeaCrest Wealth Management, LLC 410.00%0.01%0.01%Q2 2018Q2 20225
ProVise Management Group, LLC 550.02%0.03%0.04%Q4 2020Q4 20215
Herold Advisors, Inc. 320.07%0.12%0.19%Q3 2021Q3 20235
MTM Investment Management, LLC 440.02%0.02%0.02%Q4 2021Q3 20224
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Edmonds Duncan Registered Investment Advisors, LLC 440.07%2.40%4.76%Q2 2022Q1 20234
MARIPAU WEALTH MANAGEMENT LLC 440.26%0.29%0.34%Q3 2022Q2 20234
HFG Advisors, Inc. 441.15%1.23%1.28%Q4 2021Q3 20224
Family Capital Management, Inc. 443.52%4.42%5.02%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.05%0.51%0.84%Q4 2022Q3 20234
Professional Financial Advisors, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Pinnacle Wealth Management Advisory Group, LLC 440.04%0.05%0.08%Q4 2021Q3 20224
Global Financial Private Capital, Inc 310.00%0.00%0.01%Q3 2017Q4 20194
Beck Bode, LLC 440.75%1.01%1.18%Q4 2022Q3 20234
Alpha Financial Advisors, LLC 449.68%10.71%12.66%Q4 2022Q3 20234
FinTrust Capital Advisors, LLC 440.01%0.01%0.01%Q2 2021Q1 20224
Merit Financial Group, LLC 220.01%0.08%0.18%Q2 2020Q3 20234
TWO SIGMA SECURITIES, LLC 210.00%0.01%0.02%Q2 2018Q1 20224
IAMS WEALTH MANAGEMENT, LLC 446.03%7.80%10.34%Q4 2022Q3 20234
Capital Market Strategies LLC 440.21%0.23%0.24%Q4 2021Q3 20224
Icon Wealth Partners, LLC 440.28%0.36%0.52%Q1 2021Q4 20214
BOKF, NA 440.00%0.00%0.01%Q4 2022Q3 20234
Stratos Investment Management, LLC 440.03%0.05%0.08%Q3 2021Q2 20224
Hilltop Partners LLC 440.62%0.77%0.84%Q4 2022Q3 20234
Berger Financial Group, Inc 440.03%0.03%0.03%Q4 2022Q3 20234
Virtu Financial LLC 440.03%0.06%0.11%Q3 2017Q2 20184
STEPHENS INC /AR/ 220.00%0.24%0.91%Q4 2021Q3 20234
Glassman Wealth Services 440.00%0.00%0.00%Q1 2021Q4 20214
PARK AVENUE SECURITIES LLC 440.01%0.04%0.06%Q4 2022Q3 20234
Front Row Advisors LLC 440.00%0.01%0.01%Q1 2021Q4 20214
Gateway Wealth Partners, LLC 440.32%0.54%0.78%Q4 2022Q3 20234
Worth Financial Advisory Group, LLC 440.23%0.51%0.66%Q4 2022Q3 20234
Private Advisory Group LLC 440.26%0.59%0.94%Q1 2020Q4 20204
OneAscent Financial Services LLC 440.11%0.26%0.40%Q4 2022Q3 20234
FAGAN ASSOCIATES, INC. 440.83%0.92%0.97%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.04%0.08%0.12%Q4 2022Q3 20234
Brookstone Capital Management 220.00%0.08%0.21%Q4 2020Q3 20234
TCP Asset Management, LLC 440.42%3.14%4.19%Q4 2022Q3 20234
SFMG, LLC 441.91%2.98%4.01%Q2 2020Q1 20214
Burt Wealth Advisors 440.03%0.03%0.03%Q1 2020Q4 20204
Sanchez Wealth Management Group 446.13%6.77%7.54%Q4 2022Q3 20234
Stonebridge Capital Advisors LLC 310.00%0.00%0.00%Q1 2021Q1 20224
Koshinski Asset Management, Inc. 440.04%0.05%0.07%Q2 2021Q1 20224
Dominguez Wealth Management Solutions, Inc. 4415.32%15.82%16.16%Q4 2022Q3 20234
Retirement Planning Group, LLC 440.04%0.05%0.05%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 441.87%2.33%2.57%Q4 2022Q3 20234
GOLDMAN SACHS GROUP INC 310.00%0.00%0.00%Q1 2017Q4 20184
Stone House Investment Management, LLC 210.05%0.14%0.19%Q4 2017Q1 20193
OneAscent Wealth Management LLC 331.05%1.14%1.26%Q1 2023Q3 20233
HUNTINGTON NATIONAL BANK 210.00%0.00%0.00%Q2 2018Q4 20213
Cape Investment Advisory, Inc. 330.02%0.04%0.06%Q1 2023Q3 20233
NewEdge Wealth, LLC 330.08%0.09%0.10%Q1 2023Q3 20233
Investors Financial Group, LLC 330.56%0.61%0.65%Q2 2021Q4 20213
Wealth Enhancement & Preservation of GA, LLC 212.53%2.99%3.59%Q3 2020Q2 20233
BB&T SECURITIES, LLC 330.02%0.03%0.04%Q1 2019Q3 20193
Pine Valley Investments Ltd Liability Co 330.49%2.54%3.59%Q1 2023Q3 20233
Trilogy Capital Inc. 330.03%0.04%0.04%Q1 2021Q3 20213
SPC Financial, Inc. 330.08%0.85%2.40%Q4 2021Q2 20223
BREITER CAPITAL MANAGEMENT INC 330.50%0.52%0.57%Q3 2021Q1 20223
DEUTSCHE BANK AG\ 330.00%0.00%0.00%Q3 2020Q1 20213
Blue Trust, Inc. 330.00%0.00%0.00%Q3 2022Q1 20233
Perigon Wealth Management, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
ADVANTAGE INVESTMENT MANAGEMENT, LLC 330.63%0.73%0.78%Q1 2019Q3 20193
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 330.02%0.03%0.04%Q1 2021Q3 20213
Golden State Wealth Management, LLC 330.04%0.15%0.22%Q3 2021Q1 20223
MCDONALD PARTNERS LLC 330.08%0.09%0.09%Q1 2021Q3 20213
FLOW TRADERS U.S. LLC 210.02%0.07%0.13%Q4 2018Q4 20193
WFA of San Diego, LLC 210.01%0.02%0.02%Q4 2022Q3 20233
FIFTH THIRD SECURITIES, INC. 330.19%0.28%0.34%Q1 2023Q3 20233
KARLINSKI ANDREW C 330.08%0.09%0.11%Q1 2022Q3 20223
Gallacher Capital Management LLC 330.13%0.25%0.36%Q4 2022Q2 20233
Key FInancial Inc 330.04%0.04%0.05%Q2 2022Q4 20223
ABLE Financial Group, LLC 330.22%0.24%0.26%Q1 2023Q3 20233
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q1 2018Q3 20233
Signature Wealth Management Group 330.22%0.38%0.56%Q4 2022Q2 20233
Ignite Planners, LLC 330.10%0.12%0.13%Q1 2023Q3 20233
Core Wealth Partners LLC 330.19%0.21%0.22%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.01%0.02%0.03%Q3 2022Q3 20233
Asset Dedication, LLC 330.00%0.00%0.01%Q3 2022Q1 20233
COLTON GROOME FINANCIAL ADVISORS, LLC 330.87%1.34%1.82%Q1 2023Q3 20233
Sterling Manor Financial, LLC 210.48%3.10%6.37%Q1 2021Q2 20233
Peterson Financial Group, Inc. 210.14%0.16%0.17%Q1 2022Q1 20233
O'Connor Financial Group LLC 3310.33%10.55%10.73%Q1 2023Q3 20233
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 330.15%0.30%0.46%Q1 2023Q3 20233
Cedar Mountain Advisors, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Strategic Financial Concepts, LLC 331.58%1.66%1.84%Q1 2023Q3 20233
AMERIPRISE FINANCIAL INC 110.00%0.00%0.00%Q1 2021Q1 20233
HERON FINANCIAL GROUP, LLC 330.15%0.27%0.35%Q4 2022Q2 20233
CHOREO, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
PCG Wealth Advisors, LLC 330.15%0.19%0.26%Q4 2021Q2 20223
ASSETMARK, INC 210.00%0.01%0.02%Q4 2022Q3 20233
Prime Capital Investment Advisors, LLC 330.01%0.02%0.03%Q2 2022Q4 20223
Simplicity Wealth,LLC 330.14%0.14%0.15%Q1 2023Q3 20233
Solano Wealth Management, Inc. 336.09%6.59%7.41%Q1 2023Q3 20233
Tradition Wealth Management, LLC 210.00%0.00%0.01%Q4 2022Q3 20233
Semmax Financial Advisors Inc. 330.01%0.02%0.03%Q4 2018Q2 20193
Secure Asset Management, LLC 330.16%0.21%0.25%Q3 2020Q1 20213
DDFG, Inc 330.11%1.38%3.93%Q4 2022Q2 20233
BROWN BROTHERS HARRIMAN & CO 330.00%0.00%0.00%Q3 2021Q1 20223
HARBOR INVESTMENT ADVISORY, LLC 330.04%0.05%0.05%Q2 2020Q4 20203
MRA Advisory Group 220.24%0.37%0.50%Q4 2020Q1 20212
Financial Gravity Asset Management, Inc. 110.00%0.00%0.00%Q4 2020Q1 20222
Fortis Capital Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
BNP PARIBAS FINANCIAL MARKETS 220.00%0.00%0.00%Q2 2023Q3 20232
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q1 2017Q4 20192
Winslow, Evans & Crocker, Inc. 220.04%0.05%0.06%Q3 2020Q4 20202
COLUMBIA ADVISORY PARTNERS LLC 220.51%0.76%1.02%Q2 2023Q3 20232
Consolidated Portfolio Review Corp 220.08%0.12%0.16%Q2 2023Q3 20232
Bay Harbor Wealth Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q3 2020Q1 20212
PFS Partners, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Coppell Advisory Solutions Corp. 224.41%7.54%10.67%Q4 2022Q1 20232
Williams Financial, LLC 220.38%0.39%0.40%Q1 2021Q2 20212
1776 Wealth LLC 220.00%0.00%0.00%Q4 2019Q1 20202
SRS Capital Advisors, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
One Charles Private Wealth Services, LLC 224.95%6.32%7.70%Q2 2020Q3 20202
Lunt Capital Management, Inc. 221.53%1.63%1.73%Q2 2023Q3 20232
Laffer Tengler Investments, Inc. 220.01%0.01%0.01%Q2 2020Q3 20202
BREWIN DOLPHIN LTD 220.00%0.00%0.00%Q2 2021Q3 20212
Sound Income Strategies, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
Aspire Private Capital, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.02%0.04%0.06%Q2 2023Q3 20232
Chicago Partners Investment Group LLC 220.07%0.09%0.11%Q2 2023Q3 20232
Ten Capital Wealth Advisors, LLC 229.61%10.01%10.41%Q1 2023Q2 20232
CreativeOne Wealth, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
Stegent Equity Advisors, Inc. 223.56%3.60%3.64%Q2 2023Q3 20232
EdgeRock Capital LLC 110.01%0.10%0.19%Q3 2022Q2 20232
Global Wealth Management Investment Advisory, Inc. 220.00%0.00%0.00%Q4 2018Q1 20192
VitalStone Financial, LLC 110.00%0.00%0.00%Q4 2022Q2 20232
BEAM WEALTH ADVISORS, INC. 221.75%2.08%2.41%Q2 2022Q3 20222
Engrave Wealth Partners LLC 224.92%5.20%5.47%Q1 2021Q2 20212
Sterling Investment Advisors, Ltd. 220.01%0.01%0.01%Q3 2020Q4 20202
BlackRock Inc. 220.00%0.00%0.00%Q4 2020Q1 20212
BB&T INVESTMENT SERVICES, INC. 110.00%0.00%0.00%Q2 2017Q4 20172
FLAGSTAR ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20222
WEST MICHIGAN ADVISORS, LLC 221.47%1.75%2.03%Q2 2023Q3 20232
Scarborough Advisors, LLC 220.07%0.08%0.08%Q4 2021Q1 20222
Pinnacle Private Wealth, LLC 220.22%0.24%0.26%Q4 2021Q1 20222
Legacy CG, LLC 110.01%1.18%2.35%Q4 2021Q2 20222
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 220.24%0.24%0.24%Q1 2023Q2 20232
Long Run Wealth Advisors, LLC 226.88%8.09%9.31%Q2 2023Q3 20232
Bensler, LLC 223.66%4.42%5.19%Q4 2021Q1 20222
Worth Asset Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 110.06%0.07%0.07%Q4 2021Q3 20222
Visionary Wealth Advisors 220.76%0.83%0.90%Q2 2023Q3 20232
SYNOVUS FINANCIAL CORP 220.01%0.05%0.10%Q4 2019Q1 20202
Crumly & Associates Inc. 220.65%0.74%0.84%Q4 2020Q1 20212
Commonwealth Financial Services, LLC 112.88%2.88%2.88%Q3 2023Q3 20231
Cordant, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
HHM Wealth Advisors, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Johnson Midwest Financial, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
CFO4Life, L.P. 111.94%1.94%1.94%Q4 2022Q4 20221
Carroll Financial Associates, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
Howard Capital Management Inc. 110.05%0.05%0.05%Q2 2021Q2 20211
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
OLD MISSION CAPITAL, LLC 110.28%0.28%0.28%Q4 2020Q4 20201
HighTower Trust Company, N.A. 110.13%0.13%0.13%Q2 2022Q2 20221
Syverson Strege & Co 110.01%0.01%0.01%Q4 2020Q4 20201
PFG Private Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Holistic Financial Partners 112.75%2.75%2.75%Q2 2023Q2 20231
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
TRUST CO OF VERMONT 110.00%0.00%0.00%Q2 2022Q2 20221
Covington Capital Management 110.03%0.03%0.03%Q2 2021Q2 20211
Essex Savings Bank 110.04%0.04%0.04%Q2 2019Q2 20191
FIRST CITIZENS BANK & TRUST CO 110.01%0.01%0.01%Q4 2022Q4 20221
FormulaFolio Investments, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
FREEDOM WEALTH ALLIANCE, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
Jacobi Capital Management LLC 110.00%0.00%0.00%Q3 2021Q3 20211
1900 WEALTH MANAGEMENT LLC 110.23%0.23%0.23%Q2 2021Q2 20211
Quaker Wealth Management, LLC 110.32%0.32%0.32%Q1 2021Q1 20211
Luken Investment Analytics, LLC 111.52%1.52%1.52%Q4 2020Q4 20201
Andesa Financial Management Inc. 110.23%0.23%0.23%Q3 2020Q3 20201
Penserra Capital Management LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Atlas Private Wealth Advisors 110.01%0.01%0.01%Q3 2021Q3 20211
Frontier Wealth Management LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Connecticut Wealth Management, LLC 110.27%0.27%0.27%Q1 2021Q1 20211
VERUS CAPITAL PARTNERS, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
HRT FINANCIAL LP 110.00%0.00%0.00%Q2 2022Q2 20221
Parallel Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Wealthspire Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Icon Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
San Luis Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Lindbrook Capital, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
CITY HOLDING CO 110.00%0.00%0.00%Q1 2021Q1 20211
Keystone Wealth Services, LLC 110.53%0.53%0.53%Q3 2023Q3 20231
Laurel Wealth Advisors, Inc. 110.39%0.39%0.39%Q4 2017Q4 20171
M Holdings Securities, Inc. 110.04%0.04%0.04%Q1 2021Q1 20211
Oxler Private Wealth LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Headlands Technologies LLC 110.00%0.00%0.00%Q1 2023Q1 20231
GUARDIAN WEALTH ADVISORS, LLC / NC 110.84%0.84%0.84%Q3 2023Q3 20231
Clarity Financial LLC 110.24%0.24%0.24%Q4 2021Q4 20211
Wealthspire Advisors, L.P. 110.00%0.00%0.00%Q1 2019Q1 20191
Team Financial Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Strategic Wealth Partners, Ltd. 110.02%0.02%0.02%Q2 2018Q2 20181
MONUMENTAL FINANCIAL GROUP INC. 110.02%0.02%0.02%Q1 2023Q1 20231
Aaron Wealth Advisors LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Cassaday & Co Wealth Management LLC 110.01%0.01%0.01%Q2 2023Q2 20231
ACCURATE INVESTMENT SOLUTIONS, INC. 110.42%0.42%0.42%Q1 2020Q1 20201
Curran Financial Partners, LLC 110.36%0.36%0.36%Q4 2020Q4 20201
O'Dell Group, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
SII INVESTMENTS INC/WI 110.61%0.61%0.61%Q4 2017Q4 20171
ACIMA PRIVATE WEALTH, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Inscription Capital, LLC 110.05%0.05%0.05%Q2 2021Q2 20211
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 110.14%0.14%0.14%Q2 2023Q2 20231
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
COMERICA BANK 110.02%0.02%0.02%Q3 2023Q3 20231
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Selective Wealth Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
INTEGRAL INVESTMENT ADVISORS, INC. 111.57%1.57%1.57%Q4 2021Q4 20211
Purus Wealth Management, LLC 110.32%0.32%0.32%Q4 2021Q4 20211
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Paladin Advisory Group, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
GoalVest Advisory LLC 110.06%0.06%0.06%Q2 2021Q2 20211
Clearstead Advisors, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Private Ocean, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
RiverTree Advisors, LLC 114.80%4.80%4.80%Q4 2020Q4 20201
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
IFC Holdings Incorporated/FL 110.18%0.18%0.18%Q4 2017Q4 20171
NBC SECURITIES, INC. 110.14%0.14%0.14%Q3 2023Q3 20231
Pitti Group Wealth Management, LLC 110.84%0.84%0.84%Q4 2021Q4 20211
IAG Wealth Partners, LLC 110.07%0.07%0.07%Q2 2022Q2 20221
GREENLEAF TRUST 110.00%0.00%0.00%Q2 2023Q2 20231
GSG Advisors LLC 110.26%0.26%0.26%Q3 2023Q3 20231
Ascension Asset Management LLC 114.76%4.76%4.76%Q4 2020Q4 20201
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q2 2023Q2 20231
Concord Wealth Partners 110.00%0.00%0.00%Q4 2021Q4 20211
MBE Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
VIVID FINANCIAL MANAGEMENT, INC. 110.65%0.65%0.65%Q4 2020Q4 20201
WCG Wealth Advisors LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Envestnet Portfolio Solutions, Inc. 110.07%0.07%0.07%Q3 2023Q3 20231
STANSBERRY ASSET MANAGEMENT, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Independent Advisor Alliance 110.24%0.24%0.24%Q4 2019Q4 20191
AlphaMark Advisors, LLC 110.76%0.76%0.76%Q3 2023Q3 20231
Laidlaw Wealth Management LLC 110.55%0.55%0.55%Q3 2023Q3 20231
Moloney Securities Asset Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
ARS Wealth Advisors Group, LLC 110.08%0.08%0.08%Q2 2022Q2 20221
MRA Associates USA LLC 112.64%2.64%2.64%Q3 2019Q3 20191
Trexquant Investment LP 110.01%0.01%0.01%Q2 2023Q2 20231
PCA Investment Advisory Services Inc. 110.08%0.08%0.08%Q2 2023Q2 20231
Mason & Associates Inc 110.80%0.80%0.80%Q4 2021Q4 20211
CENTRAL TRUST Co 110.00%0.00%0.00%Q3 2021Q3 20211
External links

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