PACER FDS TR shareholder history

Current and past PACER FDS TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 28280.00%0.05%0.32%Q4 2016Q3 202328
ROYAL BANK OF CANADA 28280.00%0.01%0.04%Q4 2016Q3 202328
Patriot Financial Group Insurance Agency, LLC 27270.01%0.17%0.87%Q1 2017Q3 202327
LPL Financial LLC 27270.00%0.10%0.46%Q1 2017Q3 202327
Citadel Advisors 710.00%0.00%0.00%Q4 2018Q3 202325
Private Advisor Group, LLC 2110.00%0.06%0.31%Q1 2017Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.07%0.30%Q4 2017Q3 202324
WELLS FARGO & COMPANY/MN 23230.00%0.03%0.13%Q1 2018Q3 202323
UBS Group AG 2110.00%0.03%0.11%Q1 2017Q3 202323
MORGAN STANLEY 2120.00%0.03%0.10%Q3 2017Q3 202323
Cambridge Investment Research Advisors, Inc. 22220.00%0.18%0.81%Q2 2018Q3 202322
Geneos Wealth Management Inc. 22220.01%0.13%0.44%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.16%0.53%Q3 2018Q3 202321
RAYMOND JAMES & ASSOCIATES 21210.00%0.05%0.19%Q3 2018Q3 202321
IFP Advisors, Inc 1710.00%0.15%0.53%Q1 2016Q3 202321
Cetera Advisor Networks LLC 21210.30%0.66%1.02%Q3 2018Q3 202321
IFG Advisory, LLC 21210.05%0.14%0.27%Q3 2018Q3 202321
Raymond James Financial Services Advisors, Inc. 1910.02%0.17%0.51%Q3 2018Q3 202320
SUSQUEHANNA INTERNATIONAL GROUP, LLP 810.00%0.00%0.00%Q1 2017Q2 202320
HighTower Advisors, LLC 19190.00%0.03%0.13%Q1 2019Q3 202319
STIFEL FINANCIAL CORP 19190.00%0.03%0.09%Q1 2019Q3 202319
Janney Montgomery Scott LLC 18180.00%0.05%0.22%Q2 2019Q3 202318
BENJAMIN F. EDWARDS & COMPANY, INC. 18180.00%0.04%0.14%Q2 2019Q3 202318
Pacer Advisors, Inc. 980.00%0.02%0.05%Q2 2019Q3 202317
FMR LLC 1110.00%0.00%0.00%Q4 2018Q3 202317
ACG Wealth 16160.24%1.32%2.91%Q4 2018Q3 202216
Investors Research Corp 16160.01%0.01%0.01%Q4 2019Q3 202316
Cetera Advisors LLC 1410.01%0.16%0.44%Q1 2019Q3 202315
AdvisorNet Financial, Inc 960.00%0.01%0.08%Q4 2017Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.23%0.80%Q1 2020Q3 202315
Kingsview Wealth Management, LLC 860.02%0.14%0.46%Q1 2020Q3 202314
CREATIVE FINANCIAL DESIGNS INC /ADV 14140.01%0.42%0.94%Q2 2020Q3 202314
Arkadios Wealth Advisors 1040.01%0.14%0.35%Q1 2020Q3 202314
American Portfolios Advisors 1210.00%0.06%0.36%Q3 2018Q3 202213
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1110.00%0.33%0.69%Q3 2018Q3 202313
Advisor Group, Inc. 12120.00%0.00%0.01%Q1 2017Q4 201912
ENVESTNET ASSET MANAGEMENT INC 12120.00%0.02%0.07%Q4 2020Q3 202312
LADENBURG THALMANN FINANCIAL SERVICES INC. 12120.00%0.01%0.03%Q1 2017Q4 201912
Rockefeller Capital Management L.P. 12120.00%0.04%0.10%Q4 2020Q3 202312
Steward Partners Investment Advisory, LLC 12120.00%0.12%0.34%Q4 2020Q3 202312
Stratos Wealth Partners, LTD. 12120.01%0.09%0.24%Q4 2020Q3 202312
JANE STREET GROUP, LLC 510.00%0.00%0.01%Q2 2018Q3 202312
Hochman Cole Investment Advisors, Inc. 12120.20%0.37%0.92%Q4 2018Q3 202112
Baird Financial Group, Inc. 12120.01%0.04%0.10%Q4 2020Q3 202312
Sigma Planning Corp 11110.03%0.50%0.98%Q1 2021Q3 202311
CENTAURUS FINANCIAL, INC. 11110.05%0.20%0.44%Q1 2021Q3 202311
M Holdings Securities, Inc. 510.03%0.08%0.16%Q4 2018Q1 202311
TRUIST FINANCIAL CORP 910.01%0.02%0.02%Q4 2019Q3 202310
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10100.05%0.16%0.28%Q2 2021Q3 202310
Belpointe Asset Management LLC 10100.01%0.64%1.36%Q2 2021Q3 202310
HBW ADVISORY SERVICES LLC 10100.46%0.97%1.45%Q2 2021Q3 202310
PSI Advisors, LLC 910.03%0.07%0.23%Q4 2019Q3 202310
WBI INVESTMENTS, LLC 10100.07%0.33%0.89%Q2 2021Q3 202310
Orion Portfolio Solutions, LLC 10100.02%0.15%0.30%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.68%2.00%Q1 2021Q3 202310
Lee Financial Group Hawaii, Inc. 101012.63%18.07%30.03%Q2 2021Q3 202310
Kestra Advisory Services, LLC 10100.04%0.25%0.57%Q2 2021Q3 202310
Barry Investment Advisors, LLC 10100.06%0.12%0.20%Q4 2019Q1 202210
MML INVESTORS SERVICES, LLC 10100.01%0.14%0.33%Q2 2021Q3 202310
Equitable Holdings, Inc. 10100.01%0.24%0.48%Q2 2021Q3 202310
Triumph Capital Management 10100.16%0.50%0.96%Q2 2021Q3 202310
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 10102.50%10.48%17.23%Q2 2021Q3 202310
OPTIMUM INVESTMENT ADVISORS 990.01%0.01%0.02%Q4 2021Q4 20239
Herold Advisors, Inc. 990.14%0.33%0.54%Q3 2021Q3 20239
THOROUGHBRED FINANCIAL SERVICES, LLC 990.07%1.04%1.69%Q3 2021Q3 20239
CITIGROUP INC 990.00%0.01%0.02%Q3 2021Q3 20239
STEPHENS INC /AR/ 990.01%0.03%0.10%Q3 2021Q3 20239
PFG Advisors 990.04%0.79%1.56%Q3 2021Q3 20239
Cetera Investment Advisers 990.02%0.18%0.30%Q3 2021Q3 20239
HARVEST GROUP WEALTH MANAGEMENT, LLC 990.08%2.72%3.93%Q1 2021Q1 20239
Carlson Capital Management 990.22%4.71%5.88%Q3 2021Q3 20239
Koshinski Asset Management, Inc. 990.02%0.03%0.05%Q3 2021Q3 20239
Hilltop Holdings Inc. 720.06%0.12%0.33%Q2 2021Q3 20239
AVANTAX ADVISORY SERVICES, INC. 810.01%0.13%0.28%Q4 2019Q3 20239
J.W. COLE ADVISORS, INC. 810.02%0.41%0.89%Q4 2019Q3 20239
High Net Worth Advisory Group LLC 990.06%0.43%0.66%Q4 2021Q4 20239
Oakworth Capital, Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
NewEdge Advisors, LLC 880.02%0.09%0.18%Q4 2021Q3 20238
Chicago Partners Investment Group LLC 880.04%0.23%0.43%Q4 2021Q3 20238
WealthPLAN Partners, LLC 530.32%1.62%2.46%Q3 2021Q4 20238
WOLFF WIESE MAGANA LLC 880.00%0.09%0.20%Q4 2021Q3 20238
AllSquare Wealth Management LLC 880.03%0.64%0.76%Q4 2021Q3 20238
SIMPLEX TRADING, LLC 710.00%0.00%0.00%Q1 2021Q3 20238
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 880.01%0.01%0.02%Q1 2021Q4 20228
Financial Advocates Investment Management 880.18%0.63%1.11%Q4 2021Q3 20238
THRIVENT FINANCIAL FOR LUTHERANS 710.00%0.02%0.04%Q3 2021Q3 20238
MAI Capital Management 880.01%0.09%0.23%Q4 2021Q3 20238
USAdvisors Wealth Management, LLC 880.32%0.85%1.09%Q4 2021Q3 20238
IAM Advisory, LLC 884.20%6.18%7.36%Q4 2021Q3 20238
Clay Northam Wealth Management, LLC 880.42%5.87%9.66%Q4 2021Q3 20238
Centric Wealth Management 710.33%0.77%1.96%Q4 2018Q3 20238
LEVEL FOUR ADVISORY SERVICES, LLC 880.02%0.10%0.25%Q4 2021Q3 20238
GOLDMAN SACHS GROUP INC 710.00%0.00%0.00%Q4 2018Q3 20238
CWM, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Aspire Wealth Management Corp 880.04%0.44%1.56%Q4 2021Q3 20238
Wealthcare Advisory Partners LLC 710.00%0.48%0.77%Q1 2021Q3 20238
Fulcrum Equity Management 880.12%1.46%2.41%Q2 2021Q1 20238
Integrated Advisors Network LLC 710.05%0.09%0.11%Q4 2019Q3 20238
MMA ASSET MANAGEMENT LLC 882.09%3.43%4.16%Q4 2021Q3 20238
CAPTRUST FINANCIAL ADVISORS 440.00%0.01%0.06%Q3 2021Q3 20238
Retirement Group, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
Perigon Wealth Management, LLC 610.03%0.07%0.12%Q3 2011Q3 20237
EMFO, LLC 770.24%0.27%0.30%Q1 2022Q3 20237
Lokken Investment Group LLC 770.34%0.51%1.33%Q1 2022Q3 20237
IHT Wealth Management, LLC 770.02%0.17%0.32%Q1 2022Q3 20237
Capital Asset Advisory Services LLC 771.13%3.19%4.31%Q1 2022Q3 20237
Anchor Investment Management, LLC 770.01%0.01%0.01%Q2 2022Q4 20237
Tradition Wealth Management, LLC 770.00%0.12%0.27%Q1 2022Q3 20237
Meridian Wealth Management, LLC 770.02%0.30%0.45%Q1 2022Q3 20237
Atria Investments, Inc 770.05%0.18%0.28%Q1 2022Q3 20237
Gladstone Institutional Advisory LLC 770.07%0.25%0.79%Q1 2022Q3 20237
Snowden Capital Advisors LLC 410.00%0.03%0.09%Q3 2019Q3 20237
KESTRA PRIVATE WEALTH SERVICES, LLC 770.03%0.21%0.35%Q1 2022Q3 20237
B. Riley Wealth Advisors, Inc. 770.04%0.12%0.27%Q1 2022Q3 20237
Western Wealth Management, LLC 770.04%0.12%0.21%Q1 2022Q3 20237
Tower Research Capital LLC (TRC) 520.00%0.01%0.03%Q2 2021Q2 20237
Wiser Wealth Management, Inc 776.41%7.21%8.40%Q2 2022Q4 20237
Prospera Financial Services Inc 770.02%0.27%0.80%Q1 2022Q3 20237
McKinley Carter Wealth Services, Inc. 770.26%1.41%2.38%Q1 2022Q3 20237
AXXCESS WEALTH MANAGEMENT, LLC 770.08%1.30%2.42%Q1 2022Q3 20237
AVAII WEALTH MANAGEMENT, LLC 773.35%3.78%4.51%Q1 2022Q3 20237
Cresset Asset Management, LLC 770.00%0.02%0.05%Q1 2022Q3 20237
WealthPlan Investment Management, LLC 611.04%1.33%1.87%Q1 2022Q4 20237
Moors & Cabot, Inc. 770.02%0.09%0.17%Q1 2022Q3 20237
GUARDIAN WEALTH ADVISORS, LLC / NC 770.29%2.22%3.25%Q1 2022Q3 20237
Total Clarity Wealth Management, Inc. 410.01%0.20%0.41%Q3 2021Q3 20237
MONEY CONCEPTS CAPITAL CORP 770.27%1.22%2.02%Q1 2022Q3 20237
Coulter & Justus Financial Services, LLC 611.50%4.91%9.30%Q4 2021Q3 20237
Atria Wealth Solutions, Inc. 770.09%0.33%0.45%Q1 2022Q3 20237
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 771.28%4.23%5.82%Q1 2022Q3 20237
AlphaCore Capital LLC 772.91%4.50%6.42%Q1 2022Q3 20237
Perennial Investment Advisors, LLC 770.40%0.85%1.32%Q1 2022Q3 20237
Larson Financial Group LLC 610.00%0.00%0.00%Q3 2021Q3 20237
CALTON & ASSOCIATES, INC. 770.41%2.05%7.61%Q1 2022Q3 20237
FORTE CAPITAL LLC /ADV 520.03%0.03%0.04%Q4 2021Q3 20237
PENOBSCOT WEALTH MANAGEMENT 772.86%3.00%3.22%Q1 2022Q3 20237
Qube Research & Technologies Ltd 520.00%0.00%0.02%Q4 2021Q3 20237
Aptus Capital Advisors, LLC 770.09%0.36%0.52%Q1 2022Q3 20237
Realta Investment Advisors 770.09%0.62%0.79%Q1 2022Q3 20237
MGO ONE SEVEN LLC 770.29%0.57%1.00%Q1 2022Q3 20237
Newbridge Financial Services Group, Inc. 610.02%0.14%0.20%Q3 2021Q3 20237
Berger Financial Group, Inc 770.03%0.04%0.06%Q1 2022Q3 20237
Betterment LLC 770.00%0.00%0.00%Q1 2022Q3 20237
SFG Wealth Management, LLC. 770.19%0.27%0.35%Q1 2022Q3 20237
Procyon Advisors, LLC 770.04%0.15%0.21%Q1 2022Q3 20237
JANICZEK WEALTH MANAGEMENT, LLC 770.47%1.06%1.55%Q1 2022Q3 20237
BARNES PETTEY FINANCIAL ADVISORS, LLC 770.30%0.38%0.57%Q1 2022Q3 20237
Global Retirement Partners, LLC 770.33%0.39%0.46%Q1 2022Q3 20237
American Planning Services, Inc. 772.83%10.26%15.55%Q1 2022Q3 20237
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 770.10%0.16%0.40%Q1 2022Q3 20237
EverSource Wealth Advisors, LLC 770.01%0.29%0.52%Q1 2022Q3 20237
SCHMIDT P J INVESTMENT MANAGEMENT INC 770.16%0.43%0.91%Q1 2022Q3 20237
NWAM LLC 770.04%0.08%0.14%Q1 2022Q3 20237
Dana Investment Advisors, Inc. 770.07%0.10%0.13%Q1 2022Q3 20237
Day & Ennis, LLC 771.70%4.07%4.98%Q1 2022Q3 20237
RiverTree Advisors, LLC 775.73%6.02%6.44%Q1 2022Q3 20237
D.A. DAVIDSON & CO. 770.13%0.18%0.23%Q1 2022Q3 20237
Brookstone Capital Management 770.00%0.04%0.13%Q1 2022Q3 20237
Spire Wealth Management 770.00%0.01%0.03%Q1 2022Q3 20237
ProVise Management Group, LLC 770.02%0.08%0.14%Q1 2022Q3 20237
Oder Investment Management, LLC 770.26%1.00%1.68%Q1 2022Q3 20237
SPC Financial, Inc. 770.59%0.78%0.92%Q1 2022Q3 20237
Main Street Financial Solutions, LLC 770.26%0.57%0.80%Q1 2022Q3 20237
Front Row Advisors LLC 770.00%0.05%0.11%Q1 2022Q3 20237
Clear Creek Financial Management, LLC 660.51%0.95%1.12%Q2 2022Q3 20236
SIGNATUREFD, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
Compass Ion Advisors, LLC 660.08%0.13%0.18%Q2 2022Q3 20236
ERn Financial, LLC 660.20%0.37%0.50%Q2 2022Q3 20236
OPPENHEIMER & CO INC 660.01%0.11%0.21%Q2 2022Q3 20236
WealthOne, LLC 660.11%1.48%2.56%Q2 2022Q3 20236
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 661.33%1.39%1.47%Q2 2022Q3 20236
GREAT VALLEY ADVISOR GROUP, INC. 660.86%1.02%1.30%Q2 2022Q3 20236
SALEM INVESTMENT COUNSELORS INC 510.00%0.02%0.03%Q1 2022Q3 20236
MONECO Advisors, LLC 660.34%0.49%0.59%Q2 2022Q3 20236
FINANCIAL MANAGEMENT NETWORK INC 660.35%1.06%1.59%Q2 2022Q3 20236
Stratos Wealth Advisors, LLC 660.15%0.39%0.47%Q2 2022Q3 20236
WealthCare Investment Partners, LLC 660.19%0.25%0.28%Q2 2022Q3 20236
Reitz Capital Advisors LLC 661.02%2.00%3.19%Q2 2022Q3 20236
Householder Group Estate & Retirement Specialist, LLC 410.10%0.31%0.54%Q4 2021Q3 20236
CALIBER WEALTH MANAGEMENT, LLC 662.59%4.07%6.66%Q4 2021Q1 20236
SMITH, MOORE & CO. 660.69%1.59%1.86%Q2 2022Q3 20236
Avior Wealth Management, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
Presidio Capital Management, LLC 6612.42%14.42%16.48%Q2 2022Q3 20236
Clarus Wealth Advisors 662.30%3.16%4.16%Q1 2022Q2 20236
FOUNDERS FINANCIAL SECURITIES LLC 660.18%0.41%0.52%Q2 2022Q3 20236
Ausdal Financial Partners, Inc. 660.03%0.06%0.07%Q2 2022Q3 20236
OneAscent Financial Services LLC 660.07%1.67%3.37%Q2 2022Q3 20236
Weaver Consulting Group 660.13%0.37%0.71%Q2 2022Q3 20236
HAZLETT, BURT & WATSON, INC. 660.00%0.16%0.68%Q2 2022Q3 20236
WEDBUSH SECURITIES INC 660.03%0.21%0.42%Q2 2022Q3 20236
BCS Wealth Management 660.18%0.69%1.15%Q2 2022Q3 20236
MONEYWISE, INC. 661.39%6.64%8.82%Q2 2022Q3 20236
SFMG, LLC 662.04%3.56%4.08%Q2 2022Q3 20236
BLAIR WILLIAM & CO/IL 660.01%0.01%0.01%Q2 2022Q3 20236
CREDIT SUISSE AG/ 660.00%0.00%0.00%Q2 2022Q3 20236
First Horizon Advisors, Inc. 660.00%0.00%0.02%Q2 2022Q3 20236
FORTEM FINANCIAL GROUP, LLC 661.17%1.75%2.17%Q2 2022Q3 20236
Pillar Wealth Advisors, LLC 660.33%0.67%0.87%Q2 2022Q3 20236
PNC FINANCIAL SERVICES GROUP, INC. 410.00%0.00%0.00%Q1 2020Q3 20236
Firestone Capital Management 660.11%0.35%0.58%Q2 2022Q3 20236
Pacific Wealth Management 664.73%5.31%6.92%Q2 2022Q3 20236
Brio Consultants, LLC 664.45%5.86%7.09%Q2 2022Q3 20236
MBE Wealth Management, LLC 660.38%0.46%0.51%Q2 2022Q3 20236
Grant/GrossMendelsohn, LLC 660.24%1.89%3.22%Q2 2022Q3 20236
Financial Sense Advisors, Inc. 660.80%1.13%1.47%Q2 2022Q3 20236
Miller Investment Management, LP 660.16%0.19%0.20%Q2 2022Q3 20236
Edge Capital Group, LLC 660.06%2.19%2.95%Q2 2022Q3 20236
AE Wealth Management LLC 660.01%0.07%0.12%Q2 2022Q3 20236
One Capital Management, LLC 660.02%0.82%1.39%Q2 2022Q3 20236
TRUE Private Wealth Advisors 660.05%1.00%2.60%Q2 2022Q3 20236
Bridge Advisory, LLC 660.73%0.83%0.90%Q2 2022Q3 20236
FIDUCIARY TRUST CO 660.08%0.10%0.11%Q2 2022Q3 20236
ROTHSCHILD INVESTMENT LLC /IL 660.02%0.04%0.05%Q2 2022Q3 20236
Birchcreek Wealth Management, LLC 660.30%0.71%0.98%Q2 2022Q3 20236
CreativeOne Wealth, LLC 660.02%0.06%0.10%Q2 2022Q3 20236
Ellis Investment Partners, LLC 660.03%0.15%0.43%Q2 2022Q3 20236
Fortis Advisors, LLC 660.00%0.40%2.37%Q2 2022Q3 20236
Karpus Management, Inc. 660.04%0.34%0.76%Q2 2022Q3 20236
Financial Guidance Group, Inc. 660.30%1.87%3.02%Q2 2022Q3 20236
RFG Advisory, LLC 660.11%0.32%0.49%Q2 2022Q3 20236
B & T Capital Management DBA Alpha Capital Management 660.06%0.53%0.95%Q2 2022Q3 20236
SEAVIEW INVESTMENT MANAGERS LLC 660.93%1.17%1.37%Q1 2022Q2 20236
Paragon Advisors, LLC 660.55%2.57%4.34%Q2 2022Q3 20236
Socha Financial Group, LLC 665.23%7.43%8.89%Q2 2022Q3 20236
Aurora Private Wealth, Inc. 660.11%0.40%0.66%Q2 2022Q3 20236
Apexium Financial, LP 660.67%1.01%1.36%Q2 2022Q3 20236
Amplius Wealth Advisors, LLC 410.01%0.06%0.15%Q4 2021Q3 20236
Resource Planning Group 660.30%0.43%0.62%Q2 2022Q3 20236
LINCOLN NATIONAL CORP 660.01%0.06%0.11%Q2 2022Q3 20236
Advisory Services Network, LLC 660.02%0.09%0.18%Q2 2022Q3 20236
First Heartland Consultants, Inc. 660.03%0.20%0.70%Q2 2022Q3 20236
Merit Financial Group, LLC 660.01%0.03%0.05%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.06%0.11%0.13%Q2 2022Q3 20236
FIFTH THIRD BANCORP 660.00%0.00%0.01%Q2 2022Q3 20236
COZAD ASSET MANAGEMENT INC 660.12%0.54%0.82%Q2 2022Q3 20236
Dakota Wealth Management 660.02%0.03%0.04%Q2 2022Q3 20236
MARYLAND CAPITAL ADVISORS INC. 660.00%0.00%0.01%Q2 2022Q3 20236
Kellett Wealth Advisors, LLC 660.37%0.42%0.49%Q2 2022Q3 20236
BEACON INVESTMENT ADVISORY SERVICES, INC. 660.16%0.18%0.21%Q2 2022Q3 20236
Certified Advisory Corp 660.08%1.85%3.29%Q2 2022Q3 20236
Greystone Financial Group, LLC 660.28%0.50%0.70%Q2 2022Q3 20236
Lionsbridge Wealth Management LLC 420.28%1.93%2.74%Q1 2022Q3 20236
Ballast, Inc. 663.90%4.09%4.38%Q2 2022Q3 20236
PCG Wealth Advisors, LLC 660.65%1.93%2.27%Q2 2022Q3 20236
BANK OF MONTREAL /CAN/ 420.00%0.00%0.00%Q1 2022Q3 20236
Annex Advisory Services, LLC 665.07%6.04%6.83%Q2 2022Q3 20236
CASTLE WEALTH MANAGEMENT LLC 661.35%2.81%4.22%Q2 2022Q3 20236
Sutton Wealth Advisors Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
abrdn plc 660.01%0.01%0.02%Q2 2022Q3 20236
Laidlaw Wealth Management LLC 660.04%0.07%0.13%Q1 2022Q2 20236
BUCKINGHAM STRATEGIC WEALTH, LLC 510.01%0.01%0.01%Q1 2022Q3 20236
Syverson Strege & Co 550.00%0.00%0.00%Q1 2022Q1 20235
Sepio Capital, LP 550.57%1.13%1.68%Q3 2022Q3 20235
Global Assets Advisory, LLC 550.94%1.21%1.35%Q3 2022Q3 20235
Atlas Financial Advisors, Inc. 552.20%4.66%5.74%Q3 2022Q3 20235
BARRETT & COMPANY, INC. 550.09%0.13%0.18%Q3 2022Q3 20235
Cooper Financial Group 550.26%0.63%1.59%Q3 2022Q3 20235
CIBC WORLD MARKET INC. 410.00%0.01%0.01%Q2 2022Q3 20235
SEARCY FINANCIAL SERVICES INC /ADV 553.07%3.34%3.61%Q3 2022Q3 20235
Worth Asset Management, LLC 410.02%0.05%0.10%Q1 2022Q2 20235
CAROLINAS WEALTH CONSULTING LLC 550.21%0.59%0.98%Q3 2022Q3 20235
Capital Analysts, LLC 410.00%0.01%0.02%Q1 2022Q3 20235
Aprio Wealth Management, LLC 554.01%4.57%5.56%Q3 2022Q3 20235
Requisite Capital Management, LLC 559.60%12.23%13.62%Q3 2022Q3 20235
LIBERTY WEALTH MANAGEMENT LLC 320.15%0.18%0.31%Q2 2022Q3 20235
AMERIPRISE FINANCIAL INC 410.00%0.02%0.05%Q2 2021Q3 20235
IAG Wealth Partners, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
MITCHELL MCLEOD PUGH & WILLIAMS INC 550.10%0.65%1.13%Q3 2022Q3 20235
PERSONAL CFO SOLUTIONS, LLC 550.14%0.24%0.28%Q3 2022Q3 20235
Ameritas Advisory Services, LLC 410.02%0.04%0.09%Q2 2022Q3 20235
Provident Wealth Management, LLC 555.18%10.03%13.56%Q3 2022Q3 20235
RAYMOND JAMES TRUST N.A. 550.02%0.05%0.09%Q3 2022Q3 20235
Cypress Wealth Services, LLC 550.12%0.16%0.19%Q3 2022Q3 20235
TOWNSQUARE CAPITAL LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Pasadena Private Wealth, LLC 550.15%1.02%4.41%Q3 2022Q3 20235
Claraphi Advisory Network, LLC 550.78%1.06%1.68%Q4 2021Q4 20225
Paragon Wealth Strategies, LLC 310.01%5.05%8.48%Q2 2021Q3 20235
Financial Architects, Inc 410.16%1.21%1.71%Q1 2022Q2 20235
Raub Brock Capital Management LP 550.06%0.09%0.12%Q3 2022Q3 20235
Northeast Financial Consultants Inc 550.12%1.62%2.31%Q3 2022Q3 20235
Verity Asset Management, Inc. 550.53%1.07%2.01%Q3 2022Q3 20235
Granby Capital Management, LLC 551.83%3.76%5.48%Q3 2022Q3 20235
HUNTINGTON NATIONAL BANK 210.00%0.00%0.00%Q4 2019Q2 20235
J.P. Morgan Private Wealth Advisors LLC 550.02%0.08%0.15%Q3 2022Q3 20235
VERUS CAPITAL PARTNERS, LLC 320.08%0.23%0.58%Q1 2022Q2 20235
Chicago Wealth Management, Inc. 550.26%1.80%6.99%Q3 2022Q3 20235
Essex Savings Bank 550.08%0.11%0.12%Q3 2022Q3 20235
Core Wealth Advisors, Inc. 550.08%5.16%7.16%Q1 2022Q1 20235
New England Private Wealth Advisors LLC 550.28%0.30%0.36%Q3 2022Q3 20235
Mayfair Advisory Group, LLC 550.36%0.75%1.02%Q3 2022Q3 20235
ASSETMARK, INC 550.00%0.01%0.01%Q3 2022Q3 20235
WOLVERINE TRADING, LLC 330.00%0.00%0.00%Q4 2022Q2 20235
ONE PLUS ONE WEALTH MANAGEMENT, LLC 550.19%1.61%2.36%Q3 2022Q3 20235
NEXT Financial Group, Inc 550.00%0.03%0.05%Q4 2020Q4 20215
PARK AVENUE SECURITIES LLC 550.01%0.01%0.02%Q3 2022Q3 20235
Hudock, Inc. 550.56%2.64%3.76%Q3 2022Q3 20235
Madison Asset Management, LLC 550.01%0.05%0.09%Q3 2021Q3 20225
US BANCORP \DE\ 550.00%0.00%0.00%Q3 2022Q3 20235
JOURNEY STRATEGIC WEALTH LLC 550.03%0.05%0.08%Q3 2022Q3 20235
S. R. Schill & Associates 550.79%1.23%1.56%Q3 2022Q3 20235
STAPP WEALTH MANAGEMENT, PLLC 552.75%4.21%5.53%Q3 2022Q3 20235
Vestmark Advisory Solutions, Inc. 210.01%0.06%0.18%Q1 2019Q2 20235
TAP Consulting, LLC 550.28%0.37%0.53%Q3 2022Q3 20235
Private Portfolio Partners LLC 550.06%0.10%0.12%Q3 2022Q3 20235
Echo Wealth Management, LLC 556.49%6.86%7.94%Q3 2022Q3 20235
MERCER GLOBAL ADVISORS INC /ADV 550.03%0.07%0.11%Q3 2022Q3 20235
FLAGSHIP HARBOR ADVISORS, LLC 550.12%0.45%0.62%Q3 2022Q3 20235
HERON FINANCIAL GROUP, LLC 550.40%0.96%1.29%Q2 2022Q2 20235
Integrated Wealth Concepts LLC 550.01%0.02%0.02%Q3 2022Q3 20235
Compass Advisory Group LLC 550.20%0.45%0.52%Q3 2022Q3 20235
McIlrath & Eck, LLC 550.02%0.02%0.02%Q3 2022Q3 20235
U.S. Capital Wealth Advisors, LLC 550.22%0.27%0.30%Q3 2022Q3 20235
Insight Advisors, LLC/ PA 410.06%0.26%0.86%Q1 2022Q3 20235
MTM Investment Management, LLC 550.15%0.51%0.73%Q3 2022Q3 20235
Brendel Financial Advisors LLC 550.48%0.85%1.42%Q1 2022Q1 20235
JPMORGAN CHASE & CO 210.00%0.00%0.00%Q1 2019Q3 20235
WEST MICHIGAN ADVISORS, LLC 440.22%2.04%4.17%Q4 2022Q3 20234
SteelPeak Wealth, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
PFS INVESTMENTS INC. 440.13%0.19%0.23%Q3 2022Q2 20234
Bison Wealth, LLC 440.07%0.28%0.51%Q4 2022Q3 20234
HB Wealth Management, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Sage Advisory Services, Ltd.Co. 441.76%3.33%4.17%Q3 2022Q2 20234
Capital Advisors, Ltd. LLC 440.04%0.05%0.05%Q4 2022Q3 20234
Strategic Asset Management, LLC 440.06%0.34%0.52%Q4 2021Q3 20224
Autumn Glory Partners, LLC 440.23%0.37%0.56%Q4 2022Q3 20234
Altus Wealth Group LLC 440.42%0.51%0.58%Q4 2022Q3 20234
Valmark Advisers, Inc. 440.01%0.02%0.02%Q4 2022Q3 20234
Evensky & Katz LLC 442.35%2.50%2.78%Q4 2022Q3 20234
Atlas Wealth Partners, LLC 443.03%5.16%6.72%Q4 2022Q3 20234
OLD MISSION CAPITAL LLC 440.02%0.07%0.16%Q2 2021Q1 20224
Onyx Bridge Wealth Group LLC 440.09%4.87%7.35%Q4 2022Q3 20234
Eudaimonia Partners, LLC 440.05%0.16%0.28%Q4 2022Q3 20234
Ergawealth Advisors, Inc. 440.24%0.38%0.47%Q4 2022Q3 20234
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 440.02%0.04%0.07%Q4 2020Q3 20214
AFFINITY WEALTH MANAGEMENT LLC 444.29%4.79%5.54%Q4 2022Q3 20234
Next Level Private LLC 441.80%2.10%2.49%Q4 2022Q3 20234
Fortress Wealth Group, LLC 444.44%5.09%5.44%Q4 2022Q3 20234
Beaumont Financial Partners, LLC 440.02%0.88%1.59%Q4 2021Q3 20224
HOLLENCREST CAPITAL MANAGEMENT 440.01%1.91%2.71%Q4 2022Q3 20234
CHANNEL WEALTH LLC 440.36%0.44%0.52%Q1 2023Q4 20234
Lodestone Wealth Management LLC 441.10%1.54%2.46%Q4 2022Q3 20234
NCM Capital Management, LLC 440.50%0.79%1.22%Q4 2022Q3 20234
BNC WEALTH MANAGEMENT, LLC 442.12%3.73%4.43%Q2 2022Q1 20234
Mutual Advisors, LLC 440.02%0.04%0.08%Q4 2022Q3 20234
CENTRAL TRUST Co 440.00%0.00%0.00%Q4 2022Q3 20234
Tyler-Stone Wealth Management 220.02%0.32%0.88%Q3 2022Q3 20234
White Knight Strategic Wealth Advisors, LLC 440.41%0.63%0.91%Q4 2022Q3 20234
TCI Wealth Advisors, Inc. 440.01%0.01%0.01%Q2 2022Q1 20234
Benchmark Wealth Management, LLC 440.29%0.31%0.34%Q4 2022Q3 20234
Future Financial Wealth Managment LLC 441.83%2.51%2.83%Q4 2022Q3 20234
SFI Advisors, LLC 442.09%2.27%2.41%Q4 2022Q3 20234
Mainsail Financial Group, LLC 442.14%2.50%2.76%Q4 2022Q3 20234
Goldstein Advisors, LLC 440.07%0.11%0.13%Q4 2022Q3 20234
Bedel Financial Consulting, Inc. 440.16%0.33%0.44%Q3 2022Q2 20234
FDx Advisors, Inc. 440.08%0.13%0.17%Q3 2022Q2 20234
Rollins Financial 440.24%0.47%1.00%Q4 2022Q3 20234
Independent Wealth Network Inc. 440.99%1.34%1.88%Q4 2022Q3 20234
SOA Wealth Advisors, LLC. 440.00%0.00%0.00%Q4 2022Q3 20234
Mariner, LLC 440.06%0.07%0.08%Q4 2022Q3 20234
Smart Portfolios, LLC 444.85%5.05%5.40%Q4 2022Q3 20234
Coppell Advisory Solutions LLC 440.09%0.11%0.12%Q4 2022Q3 20234
Valtinson Bruner Financial Planning LLC 440.26%1.21%1.58%Q4 2022Q3 20234
Cornerstone Wealth Management, LLC 310.07%0.13%0.20%Q3 2022Q3 20234
BB&T SECURITIES, LLC 440.00%0.08%0.10%Q4 2018Q3 20194
Congress Wealth Management LLC / DE / 440.01%0.01%0.01%Q4 2022Q3 20234
LAKE STREET PRIVATE WEALTH, LLC 440.08%0.12%0.15%Q4 2022Q3 20234
WealthShield Partners, LLC 440.01%0.11%0.28%Q4 2022Q3 20234
Fortis Capital Advisors, LLC 441.55%1.87%2.18%Q4 2022Q3 20234
Strategic Blueprint, LLC 440.05%0.06%0.07%Q4 2022Q3 20234
Intelligence Driven Advisers, LLC 444.11%4.77%5.18%Q4 2022Q3 20234
Caprock Group, LLC 310.02%0.02%0.02%Q3 2022Q3 20234
Gradient Investments LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Register Financial Advisors LLC 440.02%0.02%0.02%Q4 2022Q3 20234
LaSalle St. Investment Advisors, LLC 440.18%0.22%0.26%Q4 2022Q3 20234
LEAVELL INVESTMENT MANAGEMENT, INC. 440.02%0.04%0.08%Q4 2022Q3 20234
Bickling Financial Services, Inc. 440.17%1.39%3.89%Q1 2022Q4 20224
Barber Financial Group, Inc. 440.10%1.48%2.59%Q2 2022Q1 20234
Cerro Pacific Wealth Advisors LLC 440.71%0.90%1.10%Q2 2022Q1 20234
Comprehensive Financial Consultants Institutional, Inc. 440.71%1.12%1.30%Q4 2022Q3 20234
Camarda Financial Advisors, LLC 310.03%0.83%1.24%Q2 2018Q3 20234
Resurgent Financial Advisors LLC 440.11%0.24%0.37%Q4 2022Q3 20234
Teamwork Financial Advisors, LLC 440.37%1.34%1.73%Q4 2022Q3 20234
Clearstead Advisors, LLC 440.01%0.02%0.03%Q2 2022Q1 20234
Whitaker-Myers Wealth Managers, LTD. 440.21%0.32%0.47%Q4 2022Q3 20234
Vigilare Wealth Management 440.29%0.40%0.59%Q2 2022Q1 20234
Blue Chip Partners, LLC 440.10%0.14%0.16%Q2 2022Q1 20234
Fiduciary Alliance LLC 440.36%0.57%0.84%Q4 2022Q3 20234
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Per Stirling Capital Management, LLC. 441.94%2.79%3.99%Q4 2022Q3 20234
UNIQUE WEALTH, LLC 4411.75%12.81%13.75%Q4 2022Q3 20234
Atlas Wealth LLC 440.26%0.31%0.35%Q4 2022Q3 20234
CORA CAPITAL ADVISORS LLC 447.34%9.40%11.65%Q4 2022Q3 20234
QP WEALTH MANAGEMENT, LLC 441.42%1.50%1.59%Q4 2022Q3 20234
Virginia National Bank 444.62%5.11%6.18%Q4 2022Q3 20234
Grant Street Asset Management, Inc. 440.12%2.10%7.97%Q4 2022Q3 20234
Key Client Fiduciary Advisors, LLC 440.15%0.19%0.24%Q4 2022Q3 20234
RVW Wealth, LLC 441.83%2.97%4.12%Q1 2023Q4 20234
Burns Matteson Capital Management, LLC 441.16%2.33%2.76%Q3 2022Q2 20234
Trilogy Capital Inc. 440.05%0.06%0.07%Q4 2022Q3 20234
Activest Wealth Management 310.00%0.01%0.04%Q3 2022Q3 20234
Stegent Equity Advisors, Inc. 442.44%2.84%3.15%Q4 2022Q3 20234
ADVISOR PARTNERS II, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Advisory Alpha, LLC 440.02%0.05%0.11%Q4 2022Q3 20234
Independent Advisor Alliance 310.01%0.08%0.28%Q4 2019Q3 20234
Horan Securities, Inc. 440.05%0.05%0.06%Q3 2022Q2 20234
Consolidated Planning Corp 440.74%1.14%1.95%Q2 2022Q1 20234
Leucadia National 440.01%0.03%0.05%Q4 2022Q3 20234
NewSquare Capital LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Founders Financial Alliance, LLC 440.18%0.19%0.20%Q2 2022Q1 20234
Safeguard Financial, LLC 310.10%0.31%0.46%Q2 2022Q2 20234
INVESTMENT ADVISORY SERVICES INC /TX /ADV 440.22%1.08%2.11%Q4 2022Q3 20234
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.10%0.13%0.15%Q4 2022Q3 20234
Waycross Investment Management Co 442.40%2.59%2.65%Q4 2022Q3 20234
Legacy CG, LLC 445.00%6.82%8.13%Q3 2022Q2 20234
Owen LaRue, LLC 446.18%7.36%8.96%Q4 2022Q3 20234
MARINER INDEPENDENT ADVISOR NETWORK, LLC 440.10%0.24%0.42%Q4 2021Q3 20224
FIRST MANHATTAN CO. LLC. 440.00%0.00%0.00%Q4 2022Q3 20234
National Wealth Management Group, LLC 441.22%2.21%3.08%Q4 2022Q3 20234
WFA of San Diego, LLC 210.03%0.12%0.20%Q2 2022Q3 20234
Connectus Wealth, LLC 310.03%0.14%0.44%Q2 2022Q3 20234
STONNINGTON GROUP, LLC 210.02%0.05%0.07%Q4 2021Q1 20233
KilterHowling LLC 336.44%6.89%7.15%Q1 2023Q3 20233
COHEN & STEERS, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
Pinnacle Wealth Management Group, Inc. 330.81%1.28%1.57%Q1 2023Q3 20233
FAGAN ASSOCIATES, INC. 330.36%0.37%0.38%Q1 2023Q3 20233
GPS Wealth Strategies Group, LLC 330.89%0.89%0.91%Q1 2023Q3 20233
HARBOR INVESTMENT ADVISORY, LLC 330.01%0.04%0.06%Q3 2022Q1 20233
Beck Bode, LLC 330.28%0.28%0.29%Q1 2023Q3 20233
AJ WEALTH STRATEGIES, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Leelyn Smith, LLC 330.00%0.00%0.01%Q2 2022Q4 20223
New England Capital Financial Advisors LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Alaska Wealth Advisors 330.00%0.35%1.04%Q1 2023Q3 20233
BIVIN & ASSOCIATES, INC. 331.15%1.16%1.17%Q4 2021Q2 20223
Nordwand Advisors, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
ROMANO BROTHERS AND COMPANY 210.01%0.03%0.04%Q4 2022Q3 20233
Laurel Wealth Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
WJ Wealth Management, LLC 211.77%6.30%10.95%Q1 2022Q1 20233
FLOW TRADERS U.S. LLC 210.07%0.09%0.11%Q3 2021Q3 20233
Parallel Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Delta Investment Management, LLC 330.07%0.08%0.10%Q1 2023Q3 20233
Plan Group Financial, LLC 211.33%4.23%6.62%Q2 2022Q3 20233
Advisor Resource Council 210.09%0.12%0.18%Q2 2022Q3 20233
Cedar Brook Financial Partners, LLC 330.07%0.08%0.09%Q1 2023Q3 20233
L & S Advisors Inc 330.08%0.09%0.10%Q1 2023Q3 20233
Pine Valley Investments Ltd Liability Co 330.15%0.21%0.28%Q1 2023Q3 20233
Ranch Capital Advisors Inc. 330.32%0.33%0.34%Q1 2023Q3 20233
O'Brien Wealth Partners LLC 3310.68%10.71%10.73%Q1 2023Q3 20233
CHILDRESS CAPITAL ADVISORS, LLC 330.90%1.48%1.95%Q3 2022Q1 20233
Endowment Wealth Management, Inc. 331.51%1.60%1.71%Q1 2023Q3 20233
McAlister, Sweet & Associates, Inc. 334.98%8.14%10.27%Q2 2023Q4 20233
COLUMBIA ADVISORY PARTNERS LLC 3310.57%12.89%14.45%Q1 2023Q3 20233
Garden State Investment Advisory Services LLC 330.22%0.28%0.35%Q1 2023Q3 20233
Secure Asset Management, LLC 210.08%0.09%0.11%Q2 2022Q2 20233
Kiwi Wealth Investments Limited Partnership 330.02%0.02%0.02%Q2 2022Q4 20223
TruWealth Advisors, LLC 330.02%0.03%0.04%Q1 2023Q3 20233
Ancora Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
TITLEIST ASSET MANAGEMENT, LLC 330.43%0.47%0.51%Q1 2023Q3 20233
Madrona Financial Services, LLC 330.36%1.52%3.54%Q1 2023Q3 20233
ROVIN CAPITAL /UT/ /ADV 330.10%0.11%0.13%Q1 2023Q3 20233
Sound Income Strategies, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
ODonnell Financial Services, LLC 217.12%12.36%20.26%Q1 2022Q3 20233
Alpha Financial Partners, LLC 330.59%0.63%0.70%Q1 2023Q3 20233
ORG Partners LLC 330.00%0.21%0.38%Q1 2023Q3 20233
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 330.06%0.07%0.08%Q4 2022Q2 20233
Windsor Wealth Management, Inc. 331.16%3.18%4.61%Q1 2023Q3 20233
CHOREO, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Belvedere Trading LLC 110.00%0.00%0.00%Q1 2023Q1 20233
StoneX Group Inc. 330.36%0.45%0.52%Q1 2023Q3 20233
Venture Visionary Partners LLC 331.03%1.22%1.40%Q1 2023Q3 20233
Empire Financial Management Company, LLC 330.37%0.40%0.42%Q1 2023Q3 20233
TRUST CO OF OKLAHOMA 330.14%0.14%0.15%Q1 2023Q3 20233
CoreCap Advisors, LLC 330.01%0.24%0.52%Q2 2022Q4 20223
Almanack Investment Partners, LLC. 210.00%0.02%0.04%Q4 2020Q3 20223
Foster Victor Wealth Advisors, LLC 331.73%1.82%1.88%Q1 2023Q3 20233
SILVER OAK SECURITIES, INCORPORATED 210.05%0.13%0.17%Q3 2022Q3 20233
Financial Planning & Information Services, Inc. 330.16%0.26%0.37%Q1 2023Q3 20233
GREENWOOD CAPITAL ASSOCIATES LLC 330.46%0.50%0.57%Q1 2023Q3 20233
WHITTIER TRUST CO 330.00%0.00%0.00%Q1 2023Q3 20233
Shore Point Advisors, LLC 330.28%0.29%0.30%Q2 2022Q4 20223
Coastline Trust Co 330.58%0.63%0.72%Q1 2023Q3 20233
INSTRUMENTAL WEALTH, LLC 3310.68%11.04%11.47%Q1 2023Q3 20233
Capital Advisors Wealth Management, LLC 331.93%2.16%2.58%Q1 2023Q3 20233
BOKF, NA 110.00%0.00%0.01%Q1 2022Q3 20233
Horizon Investments, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Apollon Wealth Management, LLC 330.16%0.25%0.32%Q1 2023Q3 20233
Vertex Planning Partners, LLC 330.08%0.11%0.15%Q1 2023Q3 20233
Empirical Asset Management, LLC 331.22%1.26%1.29%Q1 2023Q3 20233
Engrave Wealth Partners LLC 330.12%0.30%0.65%Q3 2022Q1 20233
Financial Partners Group, LLC 330.11%0.12%0.15%Q4 2022Q2 20233
WINTRUST INVESTMENTS LLC 210.02%0.07%0.14%Q2 2021Q3 20233
MONETA GROUP INVESTMENT ADVISORS LLC 330.01%0.02%0.04%Q4 2022Q2 20233
LOWERY THOMAS, LLC 330.74%1.07%1.29%Q1 2023Q3 20233
SlateStone Wealth, LLC 330.25%0.28%0.31%Q1 2023Q3 20233
BigSur Wealth Management LLC 330.45%0.48%0.51%Q1 2023Q3 20233
Commonwealth Equity Services, Inc 330.00%0.00%0.00%Q1 2017Q3 20173
Tranquility Partners, LLC 330.11%0.13%0.15%Q1 2023Q3 20233
Intrepid Financial Planning Group LLC 330.75%0.78%0.80%Q1 2023Q3 20233
St. Johns Investment Management Company, LLC 330.03%0.03%0.03%Q2 2022Q4 20223
CMC Financial Group 330.50%11.79%21.52%Q1 2023Q3 20233
Sandbox Financial Partners, LLC 330.30%0.44%0.64%Q1 2023Q3 20233
Foundations Investment Advisors, LLC 330.39%0.45%0.54%Q1 2023Q3 20233
Nilsine Partners, LLC 330.66%0.76%0.84%Q1 2023Q3 20233
Stewardship Advisors, LLC 332.23%2.28%2.38%Q1 2023Q3 20233
WADE G W & INC 330.68%0.75%0.86%Q1 2023Q3 20233
Atomi Financial Group, Inc. 331.03%1.27%1.69%Q1 2023Q3 20233
Arete Wealth Advisors, LLC 210.02%0.03%0.03%Q3 2022Q2 20233
Evolution Wealth Advisors, LLC 330.80%0.84%0.86%Q1 2023Q3 20233
Aspire Capital Advisors LLC 331.49%1.52%1.58%Q1 2023Q3 20233
SCOTIA CAPITAL INC. 330.01%0.01%0.02%Q3 2022Q1 20233
Allworth Financial LP 330.00%0.02%0.03%Q1 2023Q3 20233
Benedetti & Gucer, Inc. 330.28%0.29%0.31%Q1 2023Q3 20233
Opal Wealth Advisors, LLC 330.18%0.19%0.22%Q1 2023Q3 20233
BUCKINGHAM STRATEGIC PARTNERS, LLC 330.04%0.04%0.05%Q1 2023Q3 20233
Banco BTG Pactual S.A. 330.32%0.73%1.49%Q4 2022Q2 20233
Capital Advisory Group Advisory Services, LLC 110.14%0.18%0.22%Q1 2023Q3 20232
MUFG Americas Holdings Corp 220.00%0.00%0.00%Q4 2021Q1 20222
ASSET MANAGEMENT CORP /IL/ /ADV 220.24%0.48%0.74%Q4 2022Q1 20232
Ten Capital Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
FURE FINANCIAL CORP 221.35%1.63%1.92%Q2 2022Q3 20222
VICUS CAPITAL 220.08%0.08%0.09%Q2 2023Q3 20232
Tamar Securities, LLC 110.14%0.82%1.51%Q4 2022Q3 20232
ROPES WEALTH ADVISORS LLC 220.05%0.05%0.05%Q4 2022Q1 20232
Red Tortoise LLC 110.27%0.28%0.28%Q3 2021Q4 20222
EDMOND DE ROTHSCHILD HOLDING S.A. 220.00%0.00%0.00%Q1 2022Q2 20222
Avidian Wealth Solutions, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Lumature Wealth Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
TBH Global Asset Management, LLC 220.39%0.50%0.62%Q4 2022Q1 20232
NTV ASSET MANAGEMENT LLC 220.06%0.07%0.08%Q2 2023Q3 20232
Inspire Advisors, LLC 220.45%0.60%0.76%Q2 2023Q3 20232
American Trust 110.03%0.04%0.04%Q3 2022Q1 20232
DAVENPORT & Co LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Financial Gravity Asset Management, Inc. 110.00%0.01%0.01%Q4 2022Q2 20232
Impact Partnership Wealth, LLC 220.03%0.04%0.04%Q2 2023Q3 20232
Accurate Wealth Management, LLC 110.03%0.05%0.08%Q4 2022Q2 20232
TD Capital Management LLC 220.01%0.01%0.01%Q2 2023Q3 20232
JAMES INVESTMENT RESEARCH INC 220.01%0.01%0.01%Q4 2022Q1 20232
Accel Wealth Management 220.00%0.04%0.07%Q4 2022Q1 20232
SeaCrest Wealth Management, LLC 110.01%0.02%0.03%Q2 2022Q3 20232
BerganKDV Wealth Management, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Prime Capital Investment Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Good Life Advisors, LLC 110.06%0.20%0.33%Q1 2022Q3 20232
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Gotham Asset Management, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Bleakley Financial Group, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
MANUFACTURERS LIFE INSURANCE COMPANY, THE 220.00%0.00%0.00%Q4 2022Q1 20232
Amundi 220.00%0.00%0.00%Q3 2022Q4 20222
Lowe Wealth Advisors, LLC 220.12%0.16%0.20%Q3 2023Q4 20232
Annapolis Financial Services, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Freedom Investment Management, Inc. 220.02%0.03%0.04%Q1 2023Q2 20232
FLAGSTAR ADVISORS INC 220.24%0.25%0.25%Q2 2023Q3 20232
GoalVest Advisory LLC 110.00%0.00%0.01%Q1 2022Q1 20232
Carroll Financial Associates, Inc. 220.01%0.01%0.01%Q4 2019Q1 20202
Portside Wealth Group, LLC 220.05%0.05%0.05%Q2 2023Q3 20232
Prairie Sky Financial Group LLC 221.94%2.08%2.22%Q2 2023Q3 20232
Farther Finance Advisors, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
Burleson & Company, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
Lido Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Catalyst Wealth Management, LLC 221.96%1.96%1.97%Q4 2022Q1 20232
EVOKE WEALTH, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Legacy Wealth Planning, LLC 224.38%4.76%5.14%Q2 2022Q3 20222
Fortis Capital Management LLC 220.10%0.10%0.11%Q2 2023Q3 20232
Bryn Mawr Capital Management, LLC 220.11%0.18%0.25%Q2 2023Q3 20232
Sandy Spring Bank 220.00%0.00%0.00%Q1 2019Q2 20192
Kovack Advisors, Inc. 220.11%0.24%0.37%Q2 2022Q3 20222
Shamrock Asset Management LLC 220.01%0.01%0.02%Q1 2019Q2 20192
Atlas Private Wealth Advisors 220.09%0.11%0.13%Q2 2023Q3 20232
Banque Cantonale Vaudoise 220.01%0.01%0.01%Q4 2022Q1 20232
Orion Capital Management LLC 110.05%0.05%0.06%Q1 2023Q3 20232
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q2 2022Q3 20232
Blue Trust, Inc. 220.00%0.01%0.01%Q2 2023Q3 20232
WEALTHSOURCE PARTNERS, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
BROWN ADVISORY INC 220.00%0.00%0.00%Q2 2023Q3 20232
CAMPBELL CAPITAL MANAGEMENT INC 111.06%1.66%2.25%Q2 2023Q4 20232
Jackson Wealth Management, LLC 220.59%0.99%1.39%Q4 2022Q1 20232
Gateway Wealth Partners, LLC 220.09%0.11%0.13%Q2 2023Q3 20232
ASB Consultores, LLC 113.46%3.52%3.57%Q1 2023Q3 20232
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.00%0.00%0.00%Q1 2022Q2 20222
SPINNAKER TRUST 220.24%0.26%0.28%Q2 2023Q3 20232
MBL Wealth, LLC 220.45%0.49%0.53%Q2 2023Q3 20232
DHK Financial Advisors, Inc. 220.95%0.99%1.03%Q2 2023Q3 20232
Gainplan LLC 220.23%0.72%1.21%Q2 2023Q3 20232
Laffer Tengler Investments, Inc. 220.01%0.02%0.02%Q3 2022Q4 20222
UMB Bank, n.a. 220.00%0.00%0.00%Q2 2023Q3 20232
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.00%0.00%0.00%Q2 2022Q3 20222
Global Trust Asset Management, LLC 220.21%0.26%0.31%Q1 2022Q2 20222
Crown Wealth Group, LLC 220.39%0.69%1.00%Q2 2023Q3 20232
Lunt Capital Management, Inc. 220.58%0.62%0.66%Q2 2023Q3 20232
Fluent Financial, LLC 222.76%2.83%2.91%Q2 2018Q3 20182
BCGM Wealth Management, LLC 222.51%2.60%2.70%Q2 2023Q3 20232
BRYN MAWR TRUST Co 220.60%0.67%0.74%Q2 2023Q3 20232
EPG Wealth Management LLC 110.00%0.03%0.06%Q1 2020Q4 20212
Baystate Wealth Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
ELLERSON GROUP INC /ADV 220.25%0.25%0.25%Q2 2023Q3 20232
Cresta Advisors, Ltd. 220.18%0.64%1.10%Q4 2022Q1 20232
CALDWELL SUTTER CAPITAL, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
Western Pacific Wealth Management, LP 220.02%0.02%0.02%Q4 2021Q1 20222
PATHSTONE FAMILY OFFICE, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Cerity Partners LLC 220.05%0.05%0.06%Q2 2023Q3 20232
Y-Intercept (Hong Kong) Ltd 110.08%0.09%0.10%Q1 2022Q2 20232
Coppell Advisory Solutions Corp. 220.11%0.11%0.11%Q4 2022Q1 20232
BAROMETER CAPITAL MANAGEMENT INC. 110.28%0.28%0.28%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Mach-1 Financial Group, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Alta Wealth Advisors LLC 110.45%0.45%0.45%Q3 2023Q3 20231
Renaissance Technologies 110.00%0.00%0.00%Q3 2023Q3 20231
LWM Advisory Services, LLC 112.45%2.45%2.45%Q3 2023Q3 20231
Live Oak Investment Partners 110.04%0.04%0.04%Q2 2023Q2 20231
TrueWealth Advisors, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
Legacy Capital Group California, Inc. 110.76%0.76%0.76%Q1 2023Q1 20231
Guild Investment Management, Inc. 112.20%2.20%2.20%Q2 2022Q2 20221
Legacy Financial Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
IEQ CAPITAL, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Bank of New York Mellon Corp 110.00%0.00%0.00%Q1 2022Q1 20221
Ethos Financial Group, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
KerberRose Wealth Management, LLC 110.47%0.47%0.47%Q2 2022Q2 20221
COMERICA BANK 110.03%0.03%0.03%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.06%0.06%0.06%Q3 2023Q3 20231
FIRST AMERICAN TRUST, FSB 110.03%0.03%0.03%Q3 2023Q3 20231
Consolidated Portfolio Review Corp 110.06%0.06%0.06%Q3 2023Q3 20231
Icon Wealth Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Creative Planning 110.00%0.00%0.00%Q3 2023Q3 20231
KPP Advisory Services LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Cutler Group LLC / CA 110.00%0.00%0.00%Q3 2023Q3 20231
EisnerAmper Wealth Management Corporate Benefits, LLC 110.14%0.14%0.14%Q2 2023Q2 20231
Congress Park Capital LLC 110.18%0.18%0.18%Q3 2022Q3 20221
Glass Jacobson Investment Advisors llc 110.10%0.10%0.10%Q4 2022Q4 20221
WEST BANCORPORATION INC 110.28%0.28%0.28%Q3 2023Q3 20231
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Focused Wealth Management, Inc 110.00%0.00%0.00%Q3 2022Q3 20221
Semmax Financial Advisors Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
WealthStone, Inc. 110.26%0.26%0.26%Q2 2020Q2 20201
WealthTrust Asset Management, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
Weiss Multi-Strategy Advisers LLC 110.14%0.14%0.14%Q1 2022Q1 20221
ADVISOR PARTNERS LLC 110.01%0.01%0.01%Q2 2022Q2 20221
FWL INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Wealthspire Advisors, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
First Financial Bank - Trust Division 110.02%0.02%0.02%Q4 2023Q4 20231
EP Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Grove Bank & Trust 110.02%0.02%0.02%Q3 2023Q3 20231
GSG Advisors LLC 110.21%0.21%0.21%Q3 2023Q3 20231
Salomon & Ludwin, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
All Season Financial Advisors, Inc. 114.61%4.61%4.61%Q3 2023Q3 20231
INSIGNEO ADVISORY SERVICES, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
ATTICUS WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Fisher Asset Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Modus Advisors, LLC 112.21%2.21%2.21%Q4 2023Q4 20231
Tevis Investment Management 110.04%0.04%0.04%Q3 2022Q3 20221
TFO Wealth Partners, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Fountainhead AM, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Sunbelt Securities, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
MWA Asset Management 110.31%0.31%0.31%Q3 2023Q3 20231
Cornerstone Advisory, LLC 110.62%0.62%0.62%Q3 2023Q3 20231
MOTCO 110.01%0.01%0.01%Q3 2022Q3 20221
STABLEFORD CAPITAL II LLC 110.31%0.31%0.31%Q1 2023Q1 20231
Continuum Advisory, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Alpha Cubed Investments, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Values Added Financial LLC 110.22%0.22%0.22%Q3 2023Q3 20231
SJS Investment Consulting Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
WNY Asset Management, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Stephens Consulting, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Stonebridge Capital Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
HF Advisory Group, LLC 110.63%0.63%0.63%Q3 2023Q3 20231
Alaska Permanent Capital Management 111.13%1.13%1.13%Q1 2023Q1 20231
NORTHERN TRUST CORP 110.00%0.00%0.00%Q4 2022Q4 20221
Advance Capital Management, Inc. 110.04%0.04%0.04%Q4 2022Q4 20221
SITTNER & NELSON, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Meixler Investment Management, Ltd. 110.25%0.25%0.25%Q3 2023Q3 20231
Crewe Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
OneDigital Investment Advisors LLC 110.02%0.02%0.02%Q2 2019Q2 20191
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q4 2022Q4 20221
Guardian Wealth Management, Inc. 110.01%0.01%0.01%Q3 2022Q3 20221
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
NorthRock Partners, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Sterling Investment Advisors, Ltd. 110.00%0.00%0.00%Q2 2022Q2 20221
BEDEL FINANCIAL CONSULTING INC 110.42%0.42%0.42%Q3 2023Q3 20231
Smart Money Group LLC 110.19%0.19%0.19%Q3 2023Q3 20231
Prostatis Group LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Sound Financial Strategies Group, LLC 112.19%2.19%2.19%Q3 2023Q3 20231
Truvestments Capital LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Financial Services Advisory Inc 118.54%8.54%8.54%Q4 2022Q4 20221
Key FInancial Inc 110.04%0.04%0.04%Q2 2022Q2 20221
Commonwealth Financial Services, LLC 111.31%1.31%1.31%Q3 2023Q3 20231
MARIPAU WEALTH MANAGEMENT LLC 110.19%0.19%0.19%Q1 2022Q1 20221
Columbus Macro, LLC 110.15%0.15%0.15%Q2 2022Q2 20221
Simplicity Solutions, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Transform Wealth, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
ARQ WEALTH ADVISORS, LLC 110.25%0.25%0.25%Q3 2023Q3 20231
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
CITIZENS FINANCIAL GROUP INC/RI 110.01%0.01%0.01%Q3 2023Q3 20231
Bartlett & Co. LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Destiny Wealth Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
MARSHALL WACE, LLP 110.00%0.00%0.00%Q2 2022Q2 20221
Walleye Capital LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Creative Capital Management Investments LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Beaumont Financial Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Samalin Investment Counsel, LLC 110.15%0.15%0.15%Q1 2022Q1 20221
Ballew Advisors, Inc 110.17%0.17%0.17%Q3 2023Q3 20231
Financial Partners Group, Inc 111.14%1.14%1.14%Q3 2023Q3 20231
Capital Investment Advisory Services, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Csenge Advisory Group 110.02%0.02%0.02%Q3 2023Q3 20231
SOL Capital Management CO 110.04%0.04%0.04%Q3 2023Q3 20231
B. Riley Wealth Management, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Callan Capital, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Hexagon Capital Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Team Financial Group, LLC 115.69%5.69%5.69%Q3 2023Q3 20231
BluePath Capital Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Authentikos Wealth Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Arlington Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Advisors Capital Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Retireful, LLC 113.01%3.01%3.01%Q3 2023Q3 20231
Diligent Investors, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Carmel Capital Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Avantax Planning Partners, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
VitalStone Financial, LLC 110.68%0.68%0.68%Q3 2023Q3 20231
Paragon Capital Management Ltd 113.18%3.18%3.18%Q3 2023Q3 20231
55I, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
BECK CAPITAL MANAGEMENT, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
ORSER CAPITAL MANAGEMENT, LLC 111.93%1.93%1.93%Q1 2022Q1 20221
MCF Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Second Half Financial Partners, LLC 110.35%0.35%0.35%Q2 2023Q2 20231
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CX Institutional 110.00%0.00%0.00%Q4 2020Q4 20201
Scissortail Wealth Management, LLC 110.36%0.36%0.36%Q4 2022Q4 20221
Headlands Technologies LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Paragon Private Wealth Management, LLC 110.20%0.20%0.20%Q4 2022Q4 20221
Beaird Harris Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Penserra Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Empowered Funds, LLC 110.40%0.40%0.40%Q3 2023Q3 20231
Sloy Dahl & Holst, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Summit Wealth Group, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Pinnacle Bancorp, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Tandem Wealth Advisors LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Prosperitas Financial LLC 111.88%1.88%1.88%Q3 2023Q3 20231
TSFG, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
External links

This page lists all the filers that currently own PACER FDS TR or have owned PACER FDS TR in the past.