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STOCK TICKER:
ISHARE RUS 1000 GROW   (ticker: IWF)
Institutions' Indicator :          Hold          (Click Here For Details)
INSTITUTIONS' Score: 50
0 100 50
Current Holdings: 188,702,166
Previous Holdings: 173,359,361
Change: 8.85%
Summary Of Institution's Buy/Sell/Hold On The Stock
BOUGHT/ADDED SIDE SOLD/REDUCED SIDE
Institution/Guru Buy/Add Current Holdings
(Link To holding history)
  Institution/Guru Sell/No Change Current Holdings
(Link To holding history)
Johanson Financial Advisors, Inc. 17,435%6,515,275 6,552,643 UBS Group AG sold6,470,828 0
BB&T CORP 346%2,081,699 2,682,478 M&T BANK CORP sold3,254,949 0
NorthRock Partners, LLC 1,024%1,998,879 2,194,030 AXA sold1,002,040 0
ROYAL BANK OF CANADA bought1,496,177 1,496,177 BARCLAYS PLC sold698,829 0
BANK OF AMERICA CORP /DE/ 3%1,134,896 37,355,909 AMERICAN CENTURY COMPANIES INC 85%435,718 73,991
Equitable Holdings, Inc. bought1,099,851 1,099,851 TWO SIGMA INVESTMENTS LLC 89%283,000 36,000
BALASA DINVERNO & FOLTZ LLC bought828,336 828,336 STEPHENS GROUP ASSET MANAGEMENT, LLC 47%239,567 266,233
Qube Research & Technologies Ltd bought585,415 585,415 Creative Planning 63%225,205 130,201
ENVESTNET ASSET MANAGEMENT INC 9%433,254 5,192,904 Nuveen Asset Management, LLC 93%168,568 11,727
CREDIT SUISSE/ bought431,988 431,988 Financial Services Advisory Inc sold131,224 0
GUARDIAN LIFE INSURANCE CO OF AMERICA bought365,043 365,043 J P MORGAN CHASE & CO 4%112,030 2,925,277
Cedar Mountain Advisors, LLC bought271,967 271,967 GOLDMAN SACHS GROUP INC 95%108,060 5,495
Gainplan LLC 372,910%216,288 216,346 Johnson Financial Group, Inc. sold103,148 0
WELLS FARGO & CO/MN 3%149,080 5,572,424 MERITAGE PORTFOLIO MANAGEMENT 59%99,163 69,061
FSA Wealth Management LLC bought127,484 127,484 SG Americas Securities, LLC sold97,372 0
Annex Advisory Services, LLC 1,261%127,211 137,301 Tower Research Capital LLC 99%94,770 1,304
MORGAN STANLEY 1%113,549 9,234,438 Advisors Preferred, LLC 28%86,640 217,970
NORTHERN TRUST CORP 4%106,058 3,086,281 THRIVENT FINANCIAL FOR LUTHERANS 76%83,927 26,402
Independent Advisor Alliance bought104,013 104,013 DAL Investment CO sold77,008 0
CITIGROUP INC 5%102,898 2,064,254 Independence Advisors, LLC 22%69,208 243,313
Regal Wealth Group, Inc. 487%101,244 122,021 Susquehanna International Group, LLP 38%60,339 99,668
Islet Management, LP bought100,000 100,000 BP WEALTH MANAGEMENT, LLC sold57,357 0
Stratos Wealth Partners, LTD. 27,759%99,654 100,013 PARAMETRIC PORTFOLIO ASSOCIATES 3%52,640 2,032,203
Blue Sky Asset Management, LLC bought96,361 96,361 MACKAY SHIELDS LLC 30%46,525 109,655
AMERIPRISE FINANCIAL INC 6%90,858 1,558,164 MML INVESTORS SERVICES, LLC 9%42,244 413,520
CB&T Wealth Management bought90,778 90,778 Busey Trust CO 99%39,581 200
IEQ CAPITAL, LLC bought83,651 83,651 JENNISON ASSOCIATES LLC 43%38,082 50,318
Curtis Advisory Group, LLC bought77,720 77,720 COMMONWEALTH EQUITY SERVICES, LLC. 1%30,946 2,260,744
Sunburst Financial Group, LLC bought75,281 75,281 QS Investors, LLC 22%27,637 97,002
VAUGHAN AND COMPANY SECURITIES, INC. bought68,587 68,587 BRIDGES INVESTMENT MANAGEMENT INC 7%26,351 350,581
METROPOLITAN LIFE INSURANCE CO/NY 100%64,300 128,300 FLOW TRADERS U.S. LLC 87%24,561 3,816
WINSLOW CAPITAL MANAGEMENT INC /MN 97%63,594 128,905 STEPHENS INC /AR/ 4%24,403 532,788
SYNOVUS FINANCIAL CORP 2%59,486 2,819,738 Hall Kathryn A. 66%23,925 12,330
Clearbridge Advisors, LLC 10,520%58,283 58,837 MATHER GROUP, INC. 6%20,695 314,894
Aprio Wealth Management, LLC bought56,790 56,790 Strategic Investment Advisors, Inc 26%20,104 58,618
Argent Wealth Management LLC bought56,061 56,061 LBJ Family Wealth Advisors, Ltd. 11%19,361 156,166
RETIREMENT INCOME SOLUTIONS, INC 41%55,812 190,974 Pathway Financial Advisors LLC 82%18,605 4,192
CONGRESS ASSET MANAGEMENT CO /MA 854%53,539 59,810 Rafferty Asset Management, LLC 10%17,876 152,565
Demars Financial Group, LLC bought51,360 51,360 MERCER GLOBAL ADVISORS INC /ADV 4%17,231 407,661
Brio Consultants, LLC 113%46,435 87,503 Sowell Financial Services LLC 47%17,041 18,855
Integer Wealth Advisors Group LLC bought45,197 45,197 HSBC HOLDINGS PLC 4%16,887 401,783
DSM CAPITAL PARTNERS LLC 1,599%44,952 47,763 KMG FIDUCIARY PARTNERS, LLC 32%16,004 34,492
BABSON CAPITAL MANAGEMENT LLC 4%44,500 1,050,181 GV Capital Management 7%15,399 218,544
OLD MISSION CAPITAL LLC 255%42,185 58,723 Edge Capital Group, LLC 45%15,320 18,507
SIGNATUREFD, LLC 7%40,610 613,560 Private Capital Group, LLC 26%14,972 42,416
WEST BANCORPORATION INC bought39,840 39,840 Capital Asset Advisory Services LLC 99%13,955 125
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 3%39,613 1,471,133 FDx Advisors, Inc. 7%13,623 168,517
Platte River Wealth Advisors, LLC bought39,550 39,550 PEAPACK GLADSTONE FINANCIAL CORP 83%13,601 2,710
LPL Financial CORP 2%39,088 2,495,540 Pennsylvania Trust Co sold13,044 0
Ensign Peak Advisors, Inc bought38,571 38,571 BANK OF OKLAHOMA NATIONAL ASSOCIATION / 8%12,026 148,198
JSF Financial, LLC bought37,547 37,547 TWO SIGMA SECURITIES, LLC 18%11,706 53,300
ZACKS INVESTMENT MANAGEMENT 1,642%37,151 39,413 SILVERCREST ASSET MANAGEMENT GROUP LLC 2%11,505 456,266
CHURCHILL MANAGEMENT GROUP /CA/ 2%37,082 2,196,825 Merriman Wealth Management, LLC 41%11,414 16,747
TSFG, LLC bought34,819 34,819 Midwest Professional Planners, LTD. 70%11,316 4,867
SANDS CAPITAL MANAGEMENT, LLC bought34,035 34,035 Chevy Chase Trust Holdings, Inc. 90%11,258 1,271
COMERICA SECURITIES,INC. bought33,761 33,761 Strategic Wealth Partners Group LLC 2%11,021 456,824
American Institute for Advanced Investment Management, LLP bought33,600 33,600 Sanchez Wealth Management Group 7%10,979 137,018
BRINKER CAPITAL INC 8%33,237 463,005 CHILTON CAPITAL MANAGEMENT LLC sold10,362 0
XML Financial, LLC bought32,567 32,567 KEYBANK NATIONAL ASSOCIATION/OH 2%10,183 442,580
Regent Peak Wealth Advisors LLC bought31,450 31,450 Zions Bancorporation, N.A. 17%9,704 48,116
Camden Capital, LLC bought31,034 31,034 CULLEN FROST BANKERS INC 2%9,391 398,550
BERRY GROUP, LLC bought30,207 30,207 Ullmann Financial Group, Inc. 9%8,811 92,460
1ST SOURCE BANK 4%29,844 707,798 JONES FINANCIAL COMPANIES LLLP 4%8,455 197,360
Westshore Wealth, LLC bought29,265 29,265 Intercontinental Wealth Advisors, LLC 50%8,285 8,192
MILLENNIUM MANAGEMENT LLC bought27,982 27,982 VAN ECK ASSOCIATES CORP 16%7,939 40,445
AMALGAMATED BANK 90%27,534 58,034 POLEN CAPITAL MANAGEMENT LLC 17%7,716 37,833
RHUMBLINE ADVISERS 65%25,810 65,748 LINCOLN NATIONAL CORP 5%7,655 134,977
HighTower Advisors, LLC 3%25,552 948,467 Cetera Investment Advisers 8%7,370 87,234
FIFTH THIRD BANCORP 5%25,531 551,098 Atlantic Trust Group, LLC 1%7,093 654,583
PUTNAM FL INVESTMENT MANAGEMENT CO 121%25,097 45,812 Integrated Investment Consultants, LLC 5%6,939 143,853
Capital Advisors, Ltd. LLC 20%25,029 151,442 Coyle Financial Counsel, Inc. sold6,910 0
Orion Portfolio Solutions, LLC bought24,580 24,580 MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 13%6,709 45,043
TOBIAS FINANCIAL ADVISORS, INC. bought24,247 24,247 US BANCORP DE 0%6,476 1,319,576
Strategic Point Investment Advisors, LLC bought23,325 23,325 JOHNSON INVESTMENT COUNSEL INC 4%5,916 145,782
RNC CAPITAL MANAGEMENT LLC bought23,142 23,142 CASTLEARK MANAGEMENT LLC sold5,830 0
AE Wealth Management LLC 160%22,453 36,462 MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 34%5,074 9,882
Mariner Wealth Advisors, LLC 9%22,397 264,814 Bremer Bank National Association 40%4,766 7,207
SECURITY NATIONAL BANK OF SO DAK bought22,201 22,201 CPCM, LLC 3%4,746 172,649
Financial Network 4%21,957 642,204 Ackerman Capital Advisors, LLC sold4,635 0
MEEDER ASSET MANAGEMENT INC 36%21,692 82,180 Syntal Capital Partners, LLC 57%4,559 3,375
TFO-TDC, LLC bought21,525 21,525 WASHINGTON TRUST CO sold4,434 0
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. bought21,388 21,388 HENDERSON GROUP PLC sold4,135 0
Sawtooth Asset Management, Inc. 269%20,622 28,296 Virtu Financial LLC 66%4,091 2,137
RMR Wealth Builders bought20,511 20,511 Ascent Wealth Partners, LLC 3%4,015 137,427
Twin Tree Management, LP bought20,200 20,200 SlateStone Wealth, LLC 10%3,912 34,544
TWO SIGMA ADVISERS, LLC 39%20,100 71,200 HBK Sorce Advisory LLC 6%3,780 64,786
WADE G W & INC 7%18,953 300,290 Accredited Investors Inc. 2%3,741 153,037
Jackson Wealth Management, LLC bought18,788 18,788 Maryland Capital Management, LLC 95%3,652 210
EPG Wealth Management LLC bought18,749 18,749 ROPES WEALTH ADVISORS LLC 41%3,487 5,040
Element Wealth, LLC bought18,035 18,035 Mechanics Bank Trust Department 14%3,390 21,050
Rockefeller Capital Management L.P. 30%17,045 74,338 McKinley Carter Wealth Services, Inc. 8%3,333 39,298
J.W. COLE ADVISORS, INC. bought17,023 17,023 Summit Trail Advisors, LLC sold3,275 0
Procyon Private Wealth Partners, LLC bought16,655 16,655 CALTON & ASSOCIATES, INC. 2%3,253 188,691
H D Vest Advisory Services 178%16,430 25,651 Buckingham Asset Management, LLC 4%3,181 75,896
Allianz Asset Management AG bought16,373 16,373 MA Private Wealth 35%3,161 5,758
Canal Capital Management, LLC 102,219%16,355 16,371 Berman Capital Advisors, LLC 3%3,099 93,908
Linscomb & Williams, Inc. 402%15,773 19,695 MONTAG A & ASSOCIATES INC 6%2,981 48,511
MITCHELL CAPITAL MANAGEMENT CO bought15,591 15,591 Cribstone Capital Management, LLC 34%2,951 5,731
Legacy Wealth Planning, LLC bought15,585 15,585 Berkshire Money Management, Inc. 1%2,879 294,121
Advocacy Wealth Management Services, LLC 222%15,201 22,037 TELEMUS CAPITAL, LLC 4%2,816 72,843
LOGAN CAPITAL MANAGEMENT INC 348%14,485 18,646 WELLINGTON MANAGEMENT CO LLP 40%2,796 4,120
PAX Financial Group, LLC bought14,351 14,351 BOSTON FINANCIAL MANGEMENT INC /MA 8%2,791 32,617
Jordan Park Group LLC 159%14,146 23,063 Vigilant Capital Management, LLC 56%2,751 2,150
Mutual Advisors, LLC 378%13,876 17,544 Global Retirement Partners, LLC 16%2,749 14,921
Texas Capital Bank Wealth Management Services Inc bought13,707 13,707 ATRIA INVESTMENTS LLC 27%2,599 6,874
Chicago Wealth Management, Inc. bought13,695 13,695 White Lighthouse Investment Management Inc. 7%2,597 32,683
Polaris Wealth Advisers, LLC 6%13,666 241,687 Baker Avenue Asset Management, LP 1%2,561 175,220
HARBOR INVESTMENT ADVISORY, LLC bought13,625 13,625 Ellenbecker Investment Group 2%2,491 127,848
Relyea Zuckerberg Hanson LLC bought13,534 13,534 Oakmont Partners LLC 2%2,425 114,404
Morris Capital Advisors, LLC bought13,474 13,474 NOMURA ASSET MANAGEMENT CO LTD 44%2,397 3,007
Pointe Capital Management LLC bought13,003 13,003 Beirne Wealth Consulting Services, LLC 19%2,385 10,422
DAVIDSON D A & CO 3%12,598 387,160 ALLIANCEBERNSTEIN L.P. 3%2,384 69,472
Granite Investment Partners, LLC 10,375%12,450 12,570 Country Club Trust Company, n.a. 3%2,382 88,073
FineMark National Bank & Trust bought12,351 12,351 UMB BANK N A/MO 5%2,336 49,306
PACIFIC CAPITAL WEALTH ADVISORS, INC bought12,344 12,344 COLDSTREAM CAPITAL MANAGEMENT INC 9%2,332 24,418
EDGEWOOD MANAGEMENT LLC bought12,292 12,292 PRIVATE BANK & TRUST CO 3%2,256 64,515
CFM WEALTH PARTNERS LLC bought12,217 12,217 PIEDMONT INVESTMENT ADVISORS LLC 9%2,240 21,921
TCW GROUP INC bought11,990 11,990 Marquette Asset Management Inc. 1%2,221 183,786
Capital Planning Advisors, LLC 9%11,856 138,159 Warren Averett Asset Management, LLC 4%2,215 47,547
Bank of New York Mellon CORP 2%11,658 636,938 HIGHLAND CAPITAL MANAGEMENT CORP 3%2,134 61,877
Perennial Investment Advisors, LLC bought10,955 10,955 Perigon Wealth Management, LLC 35%2,096 3,906
Dana Investment Advisors, Inc. bought10,867 10,867 MARSHALL FINANCIAL GROUP INC /ADV 8%2,082 22,486
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV bought10,838 10,838 LifePlan Financial Group, Inc 5%2,068 42,923
ALGER FRED MANAGEMENT INC bought10,662 10,662 Venturi Wealth Management, LLC sold2,055 0
Cardinal Strategic Wealth Guidance bought10,603 10,603 Coe Capital Management, LLC sold1,980 0
CBIZ Investment Advisory Services, LLC bought10,542 10,542 O'Brien Wealth Partners LLC 3%1,967 66,933
Alera Investment Advisors, LLC 9%10,431 124,142 Atlanta Capital Group 11%1,948 15,760
Engrave Wealth Partners LLC bought10,188 10,188 IHT Wealth Management, LLC 9%1,939 20,325
Stonebridge Financial Planning Group, LLC bought10,160 10,160 Nadler Financial Group, Inc. 1%1,931 159,163
Chapwood Capital Investment Management, LLC bought9,673 9,673 NICOLET BANKSHARES INC 6%1,900 31,811
AMI ASSET MANAGEMENT CORP 208%8,949 13,243 SHEETS SMITH & ASSOCIATES INC 2%1,890 78,641
BBVA USA BANCSHARES INC 3%8,923 339,356 IFP Advisors, Inc 9%1,879 20,091
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2%8,915 600,599 CITIZENS FINANCIAL GROUP INC/RI 50%1,874 1,884
DT Investment Partners, LLC bought8,822 8,822 BERKSHIRE ASSET MANAGEMENT INC/PA 7%1,838 23,238
UNITED CAPITAL FINANCIAL ADVISERS,INC. 6%8,780 152,585 CHESLEY TAFT & ASSOCIATES LLC/IL 15%1,795 9,790
LEGAL & GENERAL GROUP PLC bought8,650 8,650 MANAGED ACCOUNT SERVICES INC 7%1,794 24,788
FULTON BANK, N.A. 8%8,610 112,424 Coastal Investment Advisors, Inc. sold1,758 0
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 14%8,580 69,796 Strategic Wealth Management Group, LLC 3%1,750 53,590
Kingsview Wealth Management, LLC bought8,564 8,564 SHINE INVESTMENT ADVISORY SERVICES INC 3%1,748 61,097
Relative Value Partners Group, LLC bought8,385 8,385 FIRST BUSINESS FINANCIAL SERVICES, INC. 1%1,721 220,187
Sustainable Growth Advisers, LP 235%8,351 11,904 MACQUARIE GROUP LTD 4%1,710 39,820
Timber Hill LLC bought8,300 8,300 Northstar Group, Inc. 9%1,683 17,390
VERUS CAPITAL PARTNERS, LLC bought8,299 8,299 NOTTINGHAM ADVISORS, INC. 2%1,683 95,013
Oakworth Capital, Inc. 2%8,204 435,181 BAINCO INTERNATIONAL INVESTORS sold1,650 0
Janney Montgomery Scott LLC 1%7,992 661,388 Well Done, LLC 10%1,631 15,209
EP Wealth Advisors, Inc. 25%7,805 38,857 Global Strategic Investment Solutions, LLC 66%1,625 826
RENAISSANCE GROUP LLC bought7,591 7,591 DAVENPORT & CO LLC 27%1,622 4,404
Steward Partners Investment Advisory, LLC 3%7,402 289,678 Brickley Wealth Management 1%1,619 133,770
Lakeview Capital Partners, LLC bought7,392 7,392 Towerpoint Wealth, LLC 8%1,578 18,654
ZWJ INVESTMENT COUNSEL INC bought7,390 7,390 Van Leeuwen & Company, LLC sold1,570 0
Raymond James Financial Services Advisors, Inc. 1%7,298 974,673 Brand Asset Management Group, Inc. 3%1,538 47,353
Plante Moran Financial Advisors Ltd Partnership bought7,283 7,283 Parkside Financial Bank & Trust 1%1,524 258,771
Voya Financial Advisors, Inc. 41%7,243 24,987 Crestwood Advisors LLC 10%1,522 14,243
FIERA SCEPTRE INC. 32%7,189 29,940 Beacon Pointe Advisors, LLC 9%1,519 16,343
RED CEDAR INVESTMENT MANAGEMENT, LLC 2%7,084 319,347 PINNACLE FINANCIAL PARTNERS INC 1%1,461 152,248
MONETA GROUP INVESTMENT ADVISORS INC 30%7,067 30,747 Grandfield & Dodd, LLC sold1,458 0
Beaumont Financial Partners, LLC bought7,060 7,060 Fisher Asset Management, LLC(Kenneth L. Fisher) 20%1,446 5,953
CHEMUNG CANAL TRUST CO bought7,035 7,035 INVESTMENT PARTNERS LTD /OH/ /ADV 5%1,415 25,578
Paragon Wealth Strategies, LLC 106%6,839 13,283 GeoWealth Management, LLC sold1,414 0
Integrated Advisors Network LLC bought6,531 6,531 Montecito Bank & Trust 1%1,402 153,189
PRINCIPAL FINANCIAL GROUP INC 447%6,389 7,817 SCHMEIDLER A R & CO INC sold1,393 0
GRIMES & COMPANY, INC. bought6,313 6,313 NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 2%1,384 89,397
First National Bank of Hutchinson bought6,313 6,313 MOODY LYNN & CO/ sold1,371 0
Ballast, Inc. 18%6,313 41,128 Rezny Wealth Management, Inc. sold1,367 0
Key FInancial Inc bought6,251 6,251 Icon Wealth Partners, LLC 8%1,365 15,519
WESTFIELD CAPITAL MANAGEMENT CO LP bought6,041 6,041 We Are One Seven, LLC 9%1,352 14,072
STALEY CAPITAL ADVISERS INC 1%6,025 655,546 First Allied Advisory Services, Inc. 3%1,349 48,786
Petix & Botte Co bought5,860 5,860 Connecticut Wealth Management, LLC 3%1,348 44,613
HWG Holdings LP 12%5,859 55,717 Quantbot Technologies LLC 45%1,322 1,591
PRUDENTIAL FINANCIAL INC 1%5,830 579,761 Hillcrest Wealth Advisors - NY, LLC 7%1,320 18,985
World Asset Management Inc bought5,771 5,771 ASSOCIATED BANC-CORP 12%1,303 9,871
PALLADIUM PARTNERS LLC bought5,741 5,741 CAHABA WEALTH MANAGEMENT, INC. 4%1,273 32,906
Resonant Capital Advisors, LLC bought5,720 5,720 Wealthfront Advisers LLC sold1,272 0
Narwhal Capital Management 23%5,565 30,103 Vestmark Advisory Solutions, Inc. sold1,268 0
Rinet Co LLC 13%5,509 47,997 GIRARD PARTNERS LTD. sold1,268 0
BADGLEY PHELPS & BELL INC 6%5,487 90,552 Paulson Wealth Management Inc. 1%1,246 100,870
E&G Advisors, LP 4%5,452 128,430 Colorado Capital Management, Inc. 4%1,205 32,531
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1%5,181 582,374 Covenant Partners, LLC 2%1,200 62,782
OAK RIDGE INVESTMENTS LLC bought5,140 5,140 Miracle Mile Advisors, LLC 38%1,180 1,918
OPPENHEIMER ASSET MANAGEMENT INC 17%5,116 35,318 Berkeley Capital Partners, LLC 16%1,170 6,273
PHH Investments, Ltd. 3%5,018 186,416 WMS Partners, LLC 21%1,164 4,340
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ bought4,981 4,981 AJ WEALTH STRATEGIES, LLC 14%1,164 7,349
Prospera Financial Services 75%4,870 11,366 Sepio Capital, LLC 35%1,152 2,147
Stillwater Capital Advisors, LLC 17%4,844 32,982 Cutler Group LP sold1,139 0
Blue Creek Investment Partners, LLC 14%4,697 39,112 AdvisorNet Financial, Inc 1%1,101 91,812
Madison Asset Management, LLC bought4,624 4,624 WRAPMANAGER INC 6%1,064 16,430
Investors Financial Group, LLC bought4,622 4,622 Truepoint, Inc. 4%1,053 25,932
LWS Wealth Advisors, Inc. bought4,524 4,524 OPTIMUM INVESTMENT ADVISORS 6%1,043 15,895
Strategic Wealth Advisors Group,Inc. 5%4,477 94,561 ProVise Management Group, LLC 4%1,041 26,508
Western Wealth Management, LLC 64%4,362 11,216 Calamos Wealth Management LLC 14%1,033 6,192
PIONEER INVESTMENT MANAGEMENT INC 27%4,341 20,430 Argent Trust Co 13%1,011 6,508
CAPITAL INSIGHT PARTNERS, LLC bought4,338 4,338 MV Capital Management, Inc. 1%1,007 150,300
Massey, Quick & Co., LLC 5%4,175 90,001 Integrated Wealth Concepts LLC 13%1,003 6,840
AMERITAS INVESTMENT CORP 12%4,161 38,514 Financial Insights, Inc. 11%1,002 8,339
Drexel Morgan & Co. 17%4,133 28,766 Independence Wealth Advisors, Inc. 3%989 36,683
PROEQUITIES, INC. 232%4,131 5,912 OLD NATIONAL BANCORP /IN/ 5%987 18,492
Samalin Investment Counsel, LLC bought4,043 4,043 Nelson Roberts Investment Advisors, LLC sold976 0
Freestone Capital Holdings, LLC 84%3,901 8,530 Wilshire Associates Inc 7%965 12,336
CHICAGO EQUITY PARTNERS LLC bought3,900 3,900 DOWLING & YAHNKE INC 9%934 9,512
Hudson Capital Management LLC bought3,859 3,859 Pinnacle Wealth Planning Services, Inc. 5%917 18,175
WAYNE HUMMER ASSET MANAGEMENT CO 5%3,821 83,801 GHP Investment Advisors, Inc. 2%913 56,656
SVB Wealth Advisory, Inc. bought3,760 3,760 Cooper Financial Group 6%913 14,972
ASSET MANAGEMENT CORP /IL/ /ADV bought3,724 3,724 Armor Investment Advisors, LLC 44%880 1,137
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC bought3,700 3,700 Executive Wealth Management, LLC sold879 0
Advisor Group, Inc. 1%3,626 276,104 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 21%872 3,252
Neuberger Berman Group LLC 5%3,565 79,216 CREATIVE FINANCIAL DESIGNS INC /ADV 82%856 188
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 10%3,562 40,927 FLAGSHIP HARBOR ADVISORS, LLC 22%846 3,028
Multi-Financial Securities Corp 2%3,534 178,995 Modera Wealth Management, LLC 4%845 18,102
Beacon Financial Advisory LLC bought3,483 3,483 UNITED BANK /VA/ 12%831 5,866
TBH Global Asset Management, LLC bought3,460 3,460 SMITH, MOORE & CO. 11%828 6,472
DEUTSCHE BANK AG 7%3,280 52,392 FIRST NATIONAL TRUST CO 6%790 13,440
ATLANTA CAPITAL MANAGEMENT CO L L C bought3,217 3,217 BRIGHTON JONES LLC 1%737 93,846
Trexquant Investment LP 98%3,214 6,487 Archford Capital Strategies, LLC 14%736 4,491
BEACON FINANCIAL GROUP 39%3,187 11,459 Aptus Capital Advisors, LLC 27%736 2,037
NWK Group, Inc. bought3,138 3,138 Homrich & Berg 2%727 29,757
Lido Advisors, LLC 39%3,103 11,146 Asset Management Group, Inc. 13%725 4,760
Aveo Capital Partners, LLC 172%3,092 4,892 NATIXIS 4%718 16,703
Vista Wealth Management Group, LLC bought3,092 3,092 Hirtle Callaghan & Co Inc 0%699 148,562
SP Asset Management bought3,079 3,079 BRONFMAN E.L. ROTHSCHILD, L.P. 1%697 51,941
S.A. Mason LLC bought3,071 3,071 BRIDGER CAPITAL MANAGEMENT, LLC sold690 0
Menard Financial Group LLC bought3,010 3,010 One Capital Management, LLC 4%688 17,600
BALLAST ADVISORS LLC bought2,972 2,972 ASPIRIANT, LLC 8%688 8,228
OPPENHEIMER & CO INC 12%2,968 27,928 PACIFIC FINANCIAL GROUP INC 11%682 5,663
BRYN MAWR TRUST CO/PA 4%2,917 76,001 FIRST NATIONAL BANK SIOUX FALLS 6%671 11,307
Column Capital Advisors, LLC bought2,847 2,847 Arete Wealth Advisors, LLC 9%667 6,470
CAPITAL FUND MANAGEMENT S.A. bought2,800 2,800 Secrest Blakey & Associates, LLC sold651 0
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 88%2,796 5,981 Advisory Alpha, LLC 79%641 173
Advisory Services Network, LLC 26%2,783 13,415 Holistic Financial Partners 2%634 32,127
Financial Advocates Investment Management 28%2,770 12,532 Opus Capital Group, LLC 14%634 3,918
SCHNIEDERS CAPITAL MANAGEMENT LLC 70%2,758 6,716 VICTORY CAPITAL MANAGEMENT INC 85%631 112
SVA Plumb Wealth Management, LLC 152%2,749 4,562 Stairway Partners, LLC 0%625 276,319
GLYNN JA & CO 68%2,747 6,791 GILLESPIE ROBINSON & GRIMM INC 3%618 22,933
NexWave Capital Partners LLC bought2,743 2,743 TIEDEMANN WEALTH MANAGEMENT, LLC 2%612 34,691
Visionary Wealth Advisors bought2,718 2,718 INTEGRATED CAPITAL MANAGEMENT, INC. 2%596 25,031
HBK INVESTMENTS L P bought2,700 2,700 Edgestream Partners, L.P. 22%595 2,163
RAYMOND JAMES & ASSOCIATES 0%2,678 3,314,397 Meristem, LLP 9%570 5,435
Evercore Wealth Management, LLC 3%2,651 95,830 JMG Financial Group, Ltd. 1%567 47,083
BROWN ADVISORY HOLDINGS INC 4%2,647 62,595 JACOBS LEVY EQUITY MANAGEMENT INC 3%560 16,900
swisspartners Advisors Ltd bought2,605 2,605 Clear Perspective Advisors, LLC 16%557 2,910
GYL FINANCIAL SYNERGIES, LLC bought2,549 2,549 Starfire Investment Advisers, Inc. 4%535 11,378
Advisory Resource Group 79%2,527 5,708 Legacy Wealth Management, Inc 29%532 1,274
People's United Financial, Inc. 4%2,323 60,756 Radnor Capital Management, LLC 7%515 7,176
CITY HOLDING CO 16%2,310 16,672 FIRST UNITED BANK TRUST/ 2%508 21,213
Stelac Advisory Services LLC bought2,282 2,282 Carlson Capital Management 15%508 2,822
Watchman Group, Inc. bought2,220 2,220 Eukles Asset Management 2%501 27,712
HC Advisors, LLC bought2,210 2,210 Mount Yale Investment Advisors, LLC 8%501 5,657
FLC Capital Advisors 2%2,207 105,054 Ledyard National Bank 25%499 1,474
SEI INVESTMENTS CO 1%2,196 169,426 Opes Wealth Management LLC 1%487 32,197
S&T BANK/PA bought2,188 2,188 Moloney Securities Asset Management, LLC 7%487 6,964
THOMPSON SIEGEL & WALMSLEY LLC 87%2,177 4,685 Atlas Brown,Inc. 4%482 12,864
PagnatoKarp Partners LLC 47%2,165 6,797 FINANCIAL COUNSELORS INC 0%481 156,734
Matthew Goff Investment Advisor, LLC bought2,082 2,082 WHITENER CAPITAL MANAGEMENT, INC. sold479 0
HOWARD WEALTH MANAGEMENT, LLC bought2,037 2,037 QUEST CAPITAL MANAGEMENT INC /ADV 1%477 33,490
Goss Wealth Management LLC 3%2,015 80,698 Amerivest Investment Management LLC 1%475 42,526
Lloyd Advisory Services, LLC. bought2,001 2,001 Cambridge Advisors Inc. 6%473 7,810
Checchi Capital Advisers, LLC bought2,000 2,000 BHK Investment Advisors, LLC 4%465 10,402
IBERIABANK CORP 1%1,948 161,725 Cornerstone Advisory, LLP 16%463 2,499
Gladstone Institutional Advisory LLC 21%1,916 11,117 BTC Capital Management, Inc. 1%457 52,190
COLONY GROUP LLC 1%1,907 140,727 Archer Investment Corp 16%457 2,346
Fulcrum Capital LLC bought1,897 1,897 Kovitz Investment Group Partners, LLC 9%449 4,453
HOWE & RUSLING INC bought1,891 1,891 Compass Financial Group, Inc. 1%447 54,735
QUADRANT CAPITAL GROUP LLC 11%1,885 19,491 PARK AVENUE SECURITIES LLC 0%444 122,474
LEVEL FOUR ADVISORY SERVICES, LLC 21%1,880 10,941 Schneider Downs Wealth Management Advisors, LP 1%443 36,805
BESSEMER GROUP INC 7%1,878 27,254 Sequoia Financial Advisors, LLC 11%435 3,588
STEPHENSON NATIONAL BANK & TRUST bought1,870 1,870 Laurel Wealth Advisors, Inc. 4%423 10,259
Columbia Trust Co 01012016 bought1,869 1,869 Garrett Wealth Advisory Group, LLC sold406 0
ARBOR TRUST WEALTH ADVISORS, LLC bought1,866 1,866 HUNTINGTON NATIONAL BANK 2%405 25,521
Intersect Capital LLC 1%1,825 262,316 Mosaic Family Wealth, LLC 3%403 15,521
Anfield Capital Management, LLC bought1,807 1,807 CenterStar Asset Management, LLC sold400 0
ERn Financial, LLC bought1,803 1,803 Frontier Wealth Management LLC 21%398 1,487
Secure Asset Management, LLC bought1,802 1,802 Goldstein Munger & Associates 1%390 63,966
Flaharty Asset Management, LLC 1%1,798 163,155 COURIER CAPITAL CORP 7%388 5,041
Advisors Capital Management, LLC bought1,790 1,790 MONECO Advisors, LLC 3%384 10,725
MAGNOLIA CAPITAL ADVISORS LLC bought1,781 1,781 Thor Advisors, LLC sold382 0
Nikulski Financial, Inc. 9%1,776 22,372 COMMERCE BANK N A/MO 0%379 658,165
SALEM INVESTMENT COUNSELORS INC 126%1,744 3,132 CAPE COD FIVE CENTS SAVINGS BANK 11%377 3,038
GFG Capital, LLC bought1,737 1,737 Evensky & Katz, Inc. 6%375 6,382
BURKE & HERBERT BANK & TRUST CO bought1,721 1,721 Ellis Investment Partners, LLC 2%374 14,864
HANCOCK HOLDING CO 25%1,721 8,732 Brightworth 2%373 16,013
Horizon Investments, LLC/SC 7%1,715 26,681 Asset Planning Services, Ltd. 6%372 6,152
Americana Partners, LLC bought1,704 1,704 CAPROCK Group, Inc. 2%359 15,324
DIMENSION CAPITAL MANAGEMENT PARTNERS 19%1,695 10,552 Chesapeake Wealth Management 18%350 1,580
STATE STREET CORP bought1,680 1,680 Good Life Advisors, LLC 7%332 4,278
MOULTON WEALTH MANAGEMENT, INC bought1,680 1,680 STRATEGIC CAPITAL ADVISERS, INC. sold330 0
STRATEGY ASSET MANAGERS LLC bought1,679 1,679 Hochman Cole Investment Advisors, Inc. 2%330 18,072
OneAscent Financial Services LLC bought1,677 1,677 CWM, LLC 4%329 7,066
RESTON WEALTH MANAGEMENT LLC bought1,662 1,662 Simmons Bank 0%326 130,865
55I, LLC bought1,661 1,661 Ballentine, Finn & Company, Inc. 1%324 39,493
Sugarloaf Wealth Management, LLC bought1,658 1,658 TRUSTCORE FINANCIAL SERVICES, LLC 8%319 3,488
Bank of Marin bought1,635 1,635 TIAA, FSB 4%314 8,404
Pinnacle Bank 112%1,586 2,998 St. Louis Trust Co 1%308 30,925
Valmark Advisers, Inc. 21%1,564 8,884 Shepherd Financial Partners LLC 12%302 2,266
NBT BANK N A /NY bought1,552 1,552 PEOPLES BANK NATIONAL ASSOCIATION 7%295 4,103
Verdence Capital Advisors LLC bought1,521 1,521 Ausdal Financial Partners, Inc. 19%292 1,223
Sheaff Brock Investment Advisors, LLC bought1,520 1,520 Stonebridge Capital Advisors LLC 5%291 5,740
Parallel Advisors, LLC 4%1,511 37,855 SCBT FINANCIAL CORP 4%285 6,571
Apexium Financial, LP bought1,511 1,511 KCS Wealth Advisory 14%284 1,696
Empirical Financial Services, LLC bought1,495 1,495 Tranquility Partners, LLC 6%282 4,474
360 Financial, Inc. bought1,492 1,492 Garde Capital, Inc. 1%275 21,780
LOOMIS SAYLES & CO L P bought1,478 1,478 Pensionmark Financial Group, LLC 9%275 2,632
BROWN BROTHERS HARRIMAN & CO 23%1,476 7,890 American Investment Services, Inc. 4%263 6,494
Pinnacle Advisory Group, Inc. bought1,425 1,425 SUMMIT WEALTH & RETIREMENT PLANNING, INC. 4%261 6,055
Royal Harbor Partners, LLC bought1,422 1,422 Harborview Advisors, LLC 6%258 3,914
Venture Visionary Partners LLC bought1,391 1,391 Quad-Cities Investment Group, LLC sold252 0
New England Professional Planning Group Inc. bought1,380 1,380 HM Capital Management, LLC 1%248 17,797
OAKWOOD CAPITAL MANAGEMENT LLC/CA 7%1,366 19,627 Clark Capital Management Group, Inc. 6%241 3,817
Bristlecone Advisors, LLC bought1,365 1,365 Financial Enhancement Group LLC 83%240 48
FORT PITT CAPITAL GROUP, LLC bought1,364 1,364 Capital Investment Advisory Services, LLC 9%235 2,350
REGIONS FINANCIAL CORP 0%1,363 479,631 Coastline Trust CO 2%230 10,745
LexAurum Advisors, LLC bought1,345 1,345 Arden Trust Co 1%228 30,105
Streettalk Advisors, LLC 1%1,342 109,486 BBK Capital Partners, LLC 13%225 1,448
IMS Capital Management 8%1,335 18,919 GREENLEAF TRUST 5%224 3,969
ING INVESTMENT MANAGEMENT LLC bought1,335 1,335 RAYMOND JAMES TRUST CO 0%223 76,534
Single Point Partners, LLC bought1,332 1,332 Jentner Corp 8%222 2,714
FRANKLIN RESOURCES INC 3%1,332 43,283 Noven Financial Group, Inc. 2%220 14,085
Laidlaw Wealth Management LLC bought1,323 1,323 Rice Partnership, LLC 6%218 3,356
Family Firm, Inc. bought1,320 1,320 Oxbow Advisors, LLC 15%214 1,220
CONDOR CAPITAL MANAGEMENT bought1,308 1,308 DONALDSON CAPITAL MANAGEMENT, LLC 4%214 5,728
ADVISOR PARTNERS LLC bought1,304 1,304 Meridian Wealth Advisors, LLC 5%213 3,899
Renaissance Technologies(Jim Simons) bought1,300 1,300 WESTWOOD HOLDINGS GROUP INC 1%209 13,798
HPM Partners LLC 26%1,285 6,309 Autus Asset Management, LLC 3%207 7,473
HBW Advisory Services LLC bought1,282 1,282 BANK OF THE WEST 5%205 3,869
Belpointe Asset Management LLC bought1,272 1,272 AlphaMark Advisors, LLC sold200 0
Gratus Capital LLC 1%1,271 119,704 Financial Advisory Service, Inc. 1%199 14,876
Joel Isaacson & Co., LLC 27%1,251 5,833 Hoover Financial Advisors, Inc. 1%197 19,483
DAVIDSON TRUST CO bought1,244 1,244 JFS WEALTH ADVISORS, LLC 3%196 7,476
Klingman & Associates, LLC bought1,240 1,240 Concorde Asset Management, LLC sold195 0
Wealthquest Corp bought1,239 1,239 FINANCIAL CONSULATE, INC 7%190 2,685
GODSEY & GIBB ASSOCIATES bought1,239 1,239 GenWealth Group, Inc. 1%184 25,523
RFG Advisory Group, LLC bought1,238 1,238 Acropolis Investment Management, LLC 2%182 9,009
FCA CORP /TX bought1,235 1,235 Claraphi Advisory Network, LLC sold180 0
FIRST HAWAIIAN BANK bought1,230 1,230 Selective Wealth Management 15%175 1,012
FARR MILLER & WASHINGTON LLC/DC bought1,226 1,226 Community Bank, N.A. 0%175 40,237
UNIONBANCAL CORP 3%1,225 48,183 Leonard Rickey Investment Advisors P.L.L.C. 4%172 4,362
Stordahl Capital Management, Inc. bought1,223 1,223 USAdvisors Wealth Management, LLC 11%170 1,347
MASTRAPASQUA ASSET MANAGEMENT INC bought1,207 1,207 WHITTIER TRUST CO 1%169 23,537
Hubbell Strickland Wealth Management, LLC bought1,202 1,202 McIlrath & Eck, LLC 7%169 2,098
Carmichael Hill & Associates, Inc. bought1,195 1,195 Goelzer Investment Management, Inc. 1%167 14,262
MURPHY CAPITAL MANAGEMENT INC bought1,189 1,189 WESPAC Advisors SoCal, LLC 10%160 1,415
TrinityPoint Wealth, LLC bought1,186 1,186 Guidance Point Advisors, LLC 3%159 5,335
RGT Capital Management, Ltd. bought1,185 1,185 BANK OF MONTREAL /CAN/ 2%159 8,753
FIRST AMERICAN TRUST CO bought1,180 1,180 BKD Wealth Advisors, LLC 1%157 19,354
NTV ASSET MANAGEMENT LLC 14%1,173 9,691 Traverso Chambers Private Wealth Management, LLC 2%157 9,316
Baugh & Associates, LLC bought1,172 1,172 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 95%151 8
PINNACLE ASSOCIATES LTD 8%1,169 14,956 Pettinga Financial Advisors, LLC 1%150 15,580
Kingfisher Capital LLC bought1,165 1,165 Fernwood Investment Management, LLC 5%150 2,742
Hollow Brook Associates LLC bought1,162 1,162 Centerpoint Advisors, LLC sold150 0
Broadleaf Partners, LLC bought1,151 1,151 PBWM Holdings, LLC 1%149 29,229
YOUNGS ADVISORY GROUP, INC. bought1,148 1,148 Karp Capital Management Corp 8%145 1,700
Principle Wealth Partners LLC bought1,138 1,138 Diversified Portfolios, Inc. 1%144 18,095
Sailer Financial LLC bought1,100 1,100 Franklin, Parlapiano, Turner & Welch, LLC 1%143 11,063
PERSONAL CFO SOLUTIONS, LLC 23%1,059 5,705 SMITH CAPITAL MANAGEMENT INC /AR/ADV 2%136 7,244
NWAM LLC 2%1,045 43,125 King Wealth Management Group, LLC 5%133 2,307
Firestone Capital Management bought1,040 1,040 Sigma Planning Corp 1%130 24,339
CABANA LLC bought1,033 1,033 Paragon Capital Management LLC 8%125 1,413
Personal Capital Advisors Corp 16%1,022 7,470 KLINGENSTEIN FIELDS & CO LLC 8%125 1,380
RMB Capital Management, LLC 3%1,014 37,818 Capstone Financial Advisors, Inc. 0%124 112,697
EATON VANCE MANAGEMENT 3%1,010 34,165 Crewe Advisors LLC sold123 0
Private Advisor Group, LLC 0%982 392,283 Prestige Wealth Management Group LLC 2%123 6,091
BRADLEY FOSTER & SARGENT INC/CT 23%966 5,130 SIGMA INVESTMENT COUNSELORS INC 1%121 12,785
DAVIS R M INC 14%963 7,645 Arbor Investment Advisors, LLC 0%121 31,118
TOCQUEVILLE ASSET MANAGEMENT LP 18%946 6,113 Orgel Wealth Management, LLC 6%120 1,879
Regal Investment Advisors, LLC 3%945 31,268 Buffington Mohr McNeal 2%117 4,772
Alpha Cubed Investments, LLC 16%940 6,929 SJA Financial Advisory, LLC 1%116 8,399
Lionsbridge Wealth Management LLC bought916 916 Allred Capital Management, LLC 2%114 5,329
BLAIR WILLIAM & CO/IL 1%882 66,795 McAdam, LLC 6%113 1,632
ENCORE BANK NA 6%876 15,866 LANDAAS & CO /WI /ADV 1%110 12,593
Milestone Group, Inc. 14%865 7,242 Epstein & White Financial LLC 2%106 5,704
Valeo Financial Advisors, LLC 2%864 37,863 Lee Financial CORP 3%105 2,944
New England Private Wealth Advisors LLC 6%832 14,661 Harfst & Associates, Inc. 3%105 2,899
BT Wealth Management LLC 1%809 61,744 MYCIO WEALTH PARTNERS, LLC 0%103 117,005
OmniStar Financial Group, Inc. 37%801 2,990 First Command Bank 5%100 1,927
PRW Wealth Management LLC 8%800 10,570 Elmwood Wealth Management, Inc. sold100 0
Doyle Wealth Management 2%794 35,233 MERIDIAN MANAGEMENT CO 1%100 11,536
Essex Financial Services, Inc. 37%772 2,885 First Command Financial Services, Inc. 5%100 1,927
Summit Investment Advisors, Inc. 41%769 2,630 Gilbert & Cook, Inc. 4%100 2,573
Lighthouse Financial Advisors, Inc. bought762 762 Strategic Wealth Partners, Ltd. sold100 0
TRUE Private Wealth Advisors bought744 744 Harbour Capital Advisors, LLC 0%100 22,318
BBR PARTNERS, LLC 10%741 7,997 EVOKE WEALTH, LLC sold99 0
NICOLET ADVISORY SERVICES, LLC 16%740 5,248 Financial Strategy Network, LLC 0%98 31,168
TCF National Bank 9%739 8,827 FCG ADVISORS, LLC 1%97 11,087
IFG Advisory, LLC 5%726 16,186 PEDDOCK CAPITAL ADVISORS, LLC 5%94 1,937
Sound View Wealth Advisors Group, LLC 4%717 19,518 Baystate Wealth Management LLC 3%90 2,513
NEXT Financial Group, Inc 14%700 5,681 CENTAURUS FINANCIAL, INC. 3%85 2,933
Puplava Financial Services, Inc. 9%698 8,635 HOWLAND CAPITAL MANAGEMENT INC 1%83 9,436
One Wealth Advisors, LLC 1%690 132,339 Covington Capital Management 1%79 5,295
Pure Financial Advisors, Inc. 9%681 8,350 SNS Financial Group, LLC 4%79 1,771
Portfolio Strategies, Inc. 8%675 8,730 WEALTHSOURCE PARTNERS, LLC 4%79 1,704
Cedar Wealth Management, LLC bought662 662 Blankinship & Foster, LLC 1%76 6,801
ROTHSCHILD INVESTMENT CORP /IL 3%656 20,071 PILLAR PACIFIC CAPITAL MANAGEMENT LLC 2%75 4,714
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 31%650 2,779 PFG Advisors 4%74 1,751
WASHINGTON TRUST BANK 36%648 2,453 GREAT VALLEY ADVISOR GROUP, INC. 0%73 26,442
FOUNDERS FINANCIAL SECURITIES LLC 1%647 55,135 FOSTER DYKEMA CABOT & CO INC/MA 0%72 18,897
TFG Advisers LLC bought647 647 Summit Financial Strategies, Inc. 1%72 4,734
INSIGHT 2811, INC. 2%622 41,439 Squar Milner Financial Services LLC 2%71 3,586
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV bought619 619 Krasney Financial LLC 1%67 9,665
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 12%598 5,422 Tarbox Group, Inc. 1%67 7,830
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 32%590 2,420 Whitnell & Co. 3%65 2,425
CONNING Asset Management Co. 2%589 27,101 PETTYJOHN CO 4%64 1,521
Hanson McClain, Inc. 500%585 702 Taylor Hoffman Wealth Management 4%62 1,608
Affiance Financial, LLC bought581 581 Legacy Private Trust Co. 2%61 2,847
Providence Capital Advisors, LLC 99%576 1,158 MIDDLETON & CO INC/MA 1%60 9,391
ROCKLAND TRUST CO 3%565 17,374 Capital Analysts, Inc. 1%59 10,531
FEDERATED INVESTORS INC /PA/ bought550 550 PLANNING ALTERNATIVES LTD /ADV 1%57 4,913
Great Diamond Partners, LLC bought543 543 Old North State Trust, LLC 18%54 251
LAKE STREET ADVISORS GROUP, LLC 8%515 6,666 Capital Directions Investment Advisors, LLC 0%53 26,701
Avestar Capital, LLC 9%515 6,324 FIRST MANHATTAN CO 4%50 1,360
WESBANCO BANK INC 4%514 12,049 Cypress Capital Group 1%50 4,271
Vivaldi Capital Management, LLC 9%511 6,154 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1%50 5,038
CAMBRIDGE TRUST CO 12%500 4,783 Vectors Research Management, LLC 80%49 12
WEDBUSH MORGAN SECURITIES INC 14%492 4,124 BRAUN STACEY ASSOCIATES INC 1%46 3,220
Cresset Asset Management, LLC 0%475 1,530,527 Clarius Group, LLC 0%46 12,834
MOTCO 41%463 1,580 BANK HAPOALIM BM 2%38 1,638
AlphaCore Capital LLC bought460 460 Gradient Investments LLC 10%38 345
Ironwood Investment Counsel, LLC 27%454 2,151 BOYS ARNOLD & CO INC 0%38 11,477
Horrell Capital Management, Inc. bought450 450 Budros, Ruhlin & Roe, Inc. 1%36 6,074
Glassman Wealth Services 10%440 4,697 TCI Wealth Advisors, Inc. 1%33 2,591
Core Wealth Advisors, Inc. bought428 428 Cornerstone Wealth Management, LLC 1%32 3,496
Taylor, Cottrill, Erickson & Associates, Inc. 1%418 28,850 Crescent Grove Advisors, LLC 0%30 25,011
Smith & Howard Wealth Management, LLC 3%417 15,312 Ballew Advisors, Inc 1%30 3,073
SMITH ASSET MANAGEMENT GROUP LP bought408 408 Glenview Trust Co 0%30 7,569
Ashfield Capital Partners, LLC 25%407 2,028 Liberty Capital Management, Inc. 2%29 1,805
SOL Capital Management CO 3%400 12,765 Sound Income Strategies, LLC 42%28 39
Carroll Financial Associates, Inc. 2%399 20,356 Private Portfolio Partners LLC 0%26 11,125
D.B. Root & Company, LLC 3%393 14,301 Colonial Asset Management, Inc. 2%25 1,602
Retirement Planning Group 19%391 2,427 Reynders McVeigh Capital Management, LLC 1%25 3,654
Claro Advisors LLC 17%390 2,708 FIDUCIARY TRUST CO 1%23 3,176
WealthBridge Capital Management, LLC 8%387 5,481 Parisi Gray Wealth Management 0%22 4,578
ARGI Investment Services, LLC 9%384 4,604 Meridian Wealth Management, LLC 1%22 3,060
Geneva Partners, LLC 13%376 3,268 ENTERPRISE FINANCIAL SERVICES CORP 1%22 3,212
EVERGREEN CAPITAL MANAGEMENT LLC 22%369 2,084 Horan Securities, Inc. 0%21 16,527
Rocky Mountain Advisers, LLC bought356 356 Legacy Advisors, LLC 0%20 14,667
Winthrop Advisory Group LLC 1%349 50,111 Northwest Capital Management Inc 1%19 2,441
NORRIS PERNE & FRENCH LLP/MI 1%348 32,801 Titus Wealth Management 0%19 20,462
Huber Financial Advisors, LLC 14%343 2,761 Jackson, Grant Investment Advisers, Inc. 3%18 627
Patten Group, Inc. 1%340 25,731 SHUFRO ROSE & CO LLC 0%18 4,676
Savant Capital Management Inc 4%324 8,138 Certified Advisory Corp 0%15 9,929
Capital Investment Advisors, LLC 4%321 8,573 Total Wealth Planning, LLC 0%15 4,243
PSI Advisors, LLC bought315 315 Focused Wealth Management, Inc 2%13 615
Sandy Spring Bank 4%313 8,694 FIRST FINANCIAL CORP /IN/ 0%12 4,773
Brookstone Capital Management 2%308 12,648 Brookmont Capital Management 0%12 4,670
Essex Savings Bank 12%305 2,939 Quadrant Capital Management, LLC 0%10 3,683
Occidental Asset Management, LLC 1%302 48,112 FRONT BARNETT ASSOCIATES LLC 0%10 5,940
Sowa Financial Group, Inc. bought290 290 Lenox Wealth Management, Inc. 2%10 560
CLIFFORD SWAN INVESTMENT COUNSEL LLC 21%284 1,614 HOURGLASS CAPITAL, LLC 0%10 3,319
Tradewinds Capital Management, LLC 71%283 683 Parsec Financial Management, Inc. 0%10 15,458
Belmont Capital, LLC bought266 266 Sterling Investment Advisors, Ltd. sold9 0
Blue Chip Wealth Management, Inc. 3%256 8,825 Sullivan, Bruyette, Speros & Blaney, Inc. 0%8 11,326
Aureus Asset Management, LLC 12%246 2,327 YorkBridge Wealth Partners, LLC 0%8 11,749
OXFORD FINANCIAL GROUP LTD 3%246 8,021 PECAUT & CO. sold7 0
AdvicePeriod, LLC 1%239 31,146 MISSION WEALTH MANAGEMENT, LLC 0%6 21,529
DeDora Capital, Inc. bought238 238 Ferris Capital, LLC 0%6 29,892
Atlas Private Wealth Management bought236 236 ETRADE Capital Management LLC 1%5 589
Litman Gregory Asset Management LLC 1,540%231 246 FMR LLC 50%4 4
BURNEY CO/ 12%220 2,088 Brown Advisory Securities, LLC 0%4 2,773
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC bought215 215 Peachtree Investment Partners, LLC 0%4 2,828
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 11%210 2,049 BENJAMIN F. EDWARDS & COMPANY, INC. 0%3 973
Fusion Family Wealth LLC 28%200 908 Larson Financial Group LLC 0%3 891
ATTICUS WEALTH MANAGEMENT, LLC bought181 181 HOLLENCREST SECURITIES LLC 0%1 3,085
Center for Financial Planning, Inc. bought175 175 Beaton Management Co. Inc. 0%1 6,599
Van Hulzen Asset Management, LLC 3%174 6,380 TOMPKINS FINANCIAL CORP no change 37,009
Chicago Partners Investment Group LLC 5%174 3,783 OLD SECOND NATIONAL BANK OF AURORA no change 1,081
WSFS CAPITAL MANAGEMENT, LLC 3%171 6,183 SAGE FINANCIAL GROUP INC no change 36,097
FARMERS & MERCHANTS INVESTMENTS INC 6%169 3,006 Lindbrook Capital, LLC no change 1,026
National Asset Management, Inc. 6%163 2,838 JNBA Financial Advisors no change 1,075
Lake Point Wealth Management bought160 160 Edge Wealth Management LLC no change 1,029
HALLMARK CAPITAL MANAGEMENT INC 1%160 21,779 COUNTRY TRUST BANK no change 1,078
GW HENSSLER & ASSOCIATES LTD 8%160 2,198 PAYDEN & RYGEL no change 1,000
TORRAY LLC 6%158 2,702 Tolleson Wealth Management, Inc. no change 31,895
BANK OF STOCKTON 9%154 1,944 Regis Management CO LLC no change 1,265
Enterprise Trust & Investment Co bought150 150 LIBERTY WEALTH MANAGEMENT LLC no change 1,316
HighMark Wealth Management LLC bought145 145 CYPRESS CAPITAL MANAGEMENT LLC no change 1,308
GOFEN & GLOSSBERG LLC /IL/ 2%145 9,122 Trust Co no change 592
Waldron, LP 0%137 717,849 Kuntz Lesher Capital LLC no change 1,300
FIRST MIDWEST BANK TRUST DIVISION 10%134 1,426 Salomon & Ludwin, LLC no change 1,504
Global Trust Asset Management, LLC 1%129 18,502 Dougherty Wealth Advisers LLC no change 1,327
CRA Financial Services, LLC 3%127 4,181 EisnerAmper Wealth Management Corporate Benefits, LLC no change 13,694
Hudock Moyer Wealth Resources, LLC 39%125 447 BURNS J W & CO INC/NY no change 6,113
YCMNET ADVISORS INC 3%121 3,758 Adviser Investments LLC no change 1,345
Andesa Financial Management Inc. 5%120 2,745 SUMMIT FINANCIAL GROUP INC no change 5,270
MAI Wealth Advisors 0%120 168,801 Atlantic Trust, LLC no change 1,300
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 2%116 5,715 Front Row Advisors LLC no change 1,300
Investment Research & Advisory Group, Inc. bought115 115 Veritable, L.P. no change 77,611
Financial Architects, Inc 2%115 6,419 Oak Hill Investment Management, L.P. no change 69,729
ANDERSON FISHER LLC bought114 114 Hardy Reed LLC no change 60,142
Filbrandt Wealth Management, LLC bought110 110 New Potomac Partners, LLC no change 1,200
Gryphon Financial Partners LLC 6%109 1,916 REGENTATLANTIC CAPITAL LLC no change 1,251
SONATA CAPITAL GROUP INC 0%107 47,064 Graves-Light Private Wealth Management, Inc. no change 1,275
Enterprise Bank & Trust Co 2%107 4,770 Lenox Wealth Advisors, Inc. no change 152
CAMG Solamere Management, LLC 1%106 20,879 Peninsula Wealth, LLC no change 1,294
MANCHESTER FINANCIAL INC bought100 100 TEXAS CAPITAL BANCSHARES INC/TX no change 1,277
HAVERFORD TRUST CO 0%100 22,106 Ilmarinen Mutual Pension Insurance Co no change 720,813
Carnegie Capital Asset Management, LLC 2%100 4,546 Roble, Belko & Company, Inc no change 55,494
Willow Creek Wealth Management Inc. 2%99 6,390 First Personal Financial Services no change 765
Kore Private Wealth LLC 7%95 1,409 Cranbrook Wealth Management, LLC no change 212
Asset Dedication, LLC 1%91 9,334 Stewardship Financial Advisors, LLC no change 48
BDO Wealth Advisors, LLC 1%88 10,633 Willingdon Wealth Management no change 206
Head & Associates, LLC 7%88 1,386 FIRST INTERSTATE BANK no change 200
Kistler-Tiffany Companies, LLC 1%86 11,337 RESOURCES MANAGEMENT CORP /CT/ /ADV no change 192
MCF Advisors LLC 4%85 2,160 SYM FINANCIAL CORPORATION no change 234
Wealth Architects, LLC 3%82 3,201 WEBSTER BANK, N. A. no change 44
BOSTON FAMILY OFFICE LLC 6%82 1,354 Founders Capital Management no change 36
Wealthstar Advisors, LLC 2%80 4,087 HM PAYSON & CO no change 290
HawsGoodwin Investment Management LLC bought74 74 ABSOLUTE INVESTMENT MANAGEMENT LLC no change 279
Gierl Augustine Investment Management Inc bought73 73 Cordasco Financial Network no change 251
Biltmore Family Office, LLC 1%72 6,579 Bell Rock Capital LLC no change 38
Eldridge Investment Advisors, Inc. 4%70 1,919 Manchester Capital Management LLC no change 23,719
Koshinski Asset Management, Inc. 5%68 1,466 DELTA ASSET MANAGEMENT LLC/TN no change 175
STIFEL FINANCIAL CORP 7%67 1,047 North Star Investment Management Corp. no change 77
Evanson Asset Management, LLC 0%56 15,471 OSBORNE PARTNERS CAPITAL MANAGEMENT no change 24,749
Total Clarity Wealth Management, Inc. bought46 46 PineBridge Investments Ltd no change 105
ADIRONDACK TRUST CO 2%46 2,269 Norway Savings Bank no change 100
SeaCrest Wealth Management, LLC 1%40 4,920 Lehman & Derafelo Financial Resources LLC no change 85
1 NORTH WEALTH SERVICES LLC 22%40 220 CENTRAL BANK & TRUST CO no change 73
Dorsey & Whitney Trust CO LLC 1%39 3,059 Farmers & Merchants Trust Co of Chambersburg PA no change 135
Jacobi Capital Management LLC 4%37 1,029 MBM Wealth Consultants, LLC no change 66
Wealthcare Advisory Partners LLC 0%34 13,105 First PREMIER Bank no change 68
Beacon Pointe Wealth Advisors, LLC 0%32 92,094 RPG Investment Advisory, LLC no change 150
United Asset Strategies, Inc. 1%30 4,753 MCMILLION CAPITAL MANAGEMENT INC no change 135
INGALLS & SNYDER LLC 2%27 1,288 Joseph P. Lucia & Associates, LLC no change 314
Savior LLC bought26 26 CONTRAVISORY INVESTMENT MANAGEMENT, INC. no change 32
Smith, Salley & Associates 0%25 5,656 KINGS POINT CAPITAL MANAGEMENT no change 742
Round Table Services, LLC 0%25 11,647 BOURGEON CAPITAL MANAGEMENT LLC no change 1,350
Altium Wealth Management LLC 1%24 4,734 TD Capital Management LLC no change 717
TI-TRUST, INC bought21 21 CNB Bank no change 701
ROMAN BUTLER FULLERTON & CO 0%19 8,559 CX Institutional no change 629
Pathstone Family Office, LLC 0%19 13,944 PIN OAK INVESTMENT ADVISORS INC no change 811
Clear Creek Financial Management, LLC 0%15 5,624 Sonora Investment Management, LLC no change 826
Aspire Private Capital, LLC 2%15 1,007 Main Management LLC no change 915
Robertson Stephens Wealth Management, LLC 0%14 16,596 TrueNorth, Inc. no change 910
Magnus Financial Group LLC 1%14 2,672 REILLY FINANCIAL ADVISORS, LLC no change 903
Bigelow Investment Advisors, LLC 1%14 2,121 Bay Harbor Wealth Management, LLC no change 828
Dynamic Advisors Solutions LLC 0%14 5,669 FinTrust Capital Advisors, LLC no change 597
Iron Financial, LLC 1%13 1,344 TRUST CO OF VERMONT no change 585
Fortis Advisors, LLC 1,200%12 13 Coastal Capital Group, Inc. no change 436
Oscan Associates Inc. 0%10 7,552 G&S Capital LLC no change 500
KANAWHA CAPITAL MANAGEMENT LLC 0%10 5,182 Barrett Asset Management, LLC no change 400
Circle Wealth Management, LLC 1%9 1,761 Perkins Coie Trust Co no change 400
Strategic Advisors LLC 0%7 1,749 Capital Bank & Trust Co no change 334
Cascade Investment Advisors, Inc. 50%5 15 TOTH FINANCIAL ADVISORY CORP no change 30
Hanlon Investment Management, Inc. 0%4 2,682 Laurel Wealth Advisors LLC no change 525
Financial Partners Group, Inc 0%4 3,065 Jackson Hole Capital Partners, LLC no change 553
Nachman Norwood & Parrott, Inc 0%4 13,053 BALDWIN BROTHERS INC/MA no change 530
Alexandria Capital, LLC 0%4 4,316 IndexIQ Advisors LLC no change 10
Jaffetilchin Investment Partners, LLC 0%4 1,437 Lowe fs, LLC no change 13
LGL PARTNERS, LLC 0%4 1,486 Capital Investment Counsel, Inc no change 959
Insight Wealth Strategies, LLC 0%3 2,013 Stockman Asset Management no change 2,120
Bogart Wealth, LLC 1%3 211 Segment Wealth Management, LLC no change 12,837
Cedar Brook Financial Partners, LLC 0%3 3,143 CLS INVESTMENT FIRM, LLC no change 4,030
Tower View Investment Management & Research LLC 1%3 558 WELCH & FORBES LLC no change 4,115
Bridgeworth, LLC 0%3 3,405 CARRET ASSET MANAGEMENT no change 3,880
Transamerica Financial Advisors, Inc. 3%2 78 Sharkey, Howes & Javer no change 13,415
SRS Capital Advisors, Inc. 0%1 300 Emerald Investment Partners, LLC no change 3,601
FFT WEALTH MANAGEMENT LLC 0%1 1,305 PITCAIRN CO no change 13,512
Summit X, LLC 0%1 3,834 Financial Advisors, LLC no change 12,580
GSB Wealth Management, LLC 0%1 272 Chicago Capital, LLC no change 4,297
Silicon Hills Wealth Management, LLC bought1 1 SPINNAKER TRUST no change 4,641
LBMC INVESTMENT ADVISORS, LLC 0%1 1,275 Aft, Forsyth & Company, Inc. no change 4,670
Stearns Financial Services Group 0%1 2,910 BINGHAM OSBORN & SCARBOROUGH LLC no change 4,604
Abbot Financial Management, Inc. 0%1 2,081 Paracle Advisors, LLC no change 11,268
Patriot Financial Group Insurance Agency, LLC 0%1 3,578 GREATMARK INVESTMENT PARTNERS, INC. no change 4,345
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0%1 2,237 Winslow, Evans & Crocker, Inc. no change 4,394
O'Dell Group, LLC 0%1 1,553 Raab & Moskowitz Asset Management LLC no change 3,555
Sabal Trust CO no change 3,540
LS Investment Advisors, LLC no change 3,016
First City Capital Management, Inc. no change 3,030
Bedel Financial Consulting, Inc. no change 2,992
HARBOR ADVISORY CORP /MA/ no change 2,950
Angeles Investment Advisors, LLC no change 2,888
USCA RIA LLC no change 15,570
Diversified Trust Co no change 14,834
Corient Capital Partners, LLC no change 3,133
AMI INVESTMENT MANAGEMENT INC no change 14,585
Resource Management, LLC no change 3,516
Change Path, LLC no change 216
MARINO, STRAM & ASSOCIATES LLC no change 3,292
APPLETON PARTNERS INC/MA no change 3,185
SAND HILL ADVISORS INC/CA no change 3,236
CAPITAL CITY TRUST CO/FL no change 4,765
VALLEY NATIONAL ADVISERS INC no change 4,832
SMITHFIELD TRUST CO no change 8,410
Choate Investment Advisors no change 8,118
Hartland & Co., LLC no change 7,080
Palisade Asset Management, LLC no change 6,755
VISTA CAPITAL PARTNERS, INC. no change 6,641
WHITTIER TRUST CO OF NEVADA INC no change 9,225
ACIMA PRIVATE WEALTH, LLC no change 6,539
Cypress Wealth Services, LLC no change 8,011
Kendall Capital Management no change 7,250
Northeast Financial Consultants Inc no change 7,531
WETHERBY ASSET MANAGEMENT INC no change 7,544
Towercrest Capital Management no change 7,511
Alliance Wealth Management Group no change 7,511
LAU ASSOCIATES LLC no change 8,000
Sageworth Trust Co no change 7,500
KCM INVESTMENT ADVISORS LLC no change 9,252
Burns Wealth Management, Inc. no change 9,319
Prime Capital Investment Advisors, LLC no change 5,500
INTRUST BANK NA no change 10,047
S&CO INC no change 5,499
CITIZENS & NORTHERN CORP no change 5,470
TNB Financial no change 5,020
AVALON ADVISORS L P no change 5,189
Arvest Trust Co no change 5,687
Iwamoto, Kong & Co., Inc. no change 10,000
LEE DANNER & BASS INC no change 9,349
CCG WEALTH MANAGEMENT, LLC no change 6,232
Spears Abacus Advisors LLC no change 6,102
Cable Hill Partners, LLC no change 6,037
V Wealth Management,LLC no change 9,954
SECURITY NATIONAL TRUST CO no change 6,000
Plancorp, LLC no change 2,888
Twele Capital Management, Inc. no change 2,797
LVW Advisors, LLC no change 1,848
Hilton Capital Management, LLC no change 1,888
Coconut Grove Bank no change 18,486
WEATHERLY ASSET MANAGEMENT LP /ADV no change 1,793
BRANDYWINE OAK PRIVATE WEALTH LLC no change 1,781
Bragg Financial Advisors, Inc no change 1,765
AYRSHIRE ASSOCIATES INC no change 1,771
Gibson Capital Management, Ltd. no change 1,930
Weaver Consulting Group no change 1,985
MIRSKY FINANCIAL MANAGEMENT CORP. no change 2,096
CFO4Life Group, LLC no change 2,097
Private Wealth Partners, LLC no change 2,095
Sage Capital Advisors,llc no change 2,079
SAGE RHINO CAPITAL LLC no change 2,000
GERMAN AMERICAN BANCORP, INC. no change 2,047
Riverpoint Wealth Management Holdings, LLC no change 1,756
Stuart Chaussee & Associates, Inc. no change 1,750
VAN STRUM & TOWNE INC no change 1,426
Mathes Company, Inc. no change 19,450
KING LUTHER CAPITAL MANAGEMENT CORP no change 1,416
LCNB CORP no change 1,414
Telos Capital Management, Inc. no change 1,375
CAMBIAR INVESTORS LLC no change 1,404
Burt Wealth Advisors no change 1,487
Bridgecreek Investment Management, LLC no change 1,500
HCR Wealth Advisors no change 1,656
MainStreet Investment Advisors LLC no change 1,694
Hartford Financial Management Inc. no change 1,641
Wellington Shields Capital Management, LLC no change 1,633
Stratford Consulting, LLC no change 1,557
ARCADIA INVESTMENT MANAGEMENT CORP/MI no change 1,610
OLD DOMINION CAPITAL MANAGEMENT INC no change 2,104
QCI ASSET MANAGEMENT INC/NY no change 2,130
Private Wealth Advisors, LLC no change 2,619
TRUEWEALTH LLC no change 2,668
Allen Investment Management LLC no change 2,671
DUBUQUE BANK & TRUST CO no change 2,617
WOODMONT INVESTMENT COUNSEL LLC no change 2,575
Private Ocean, LLC no change 2,499
BlueSky Wealth Advisors, LLC no change 2,526
REDW Stanley Financial Advisors LLC no change 2,697
Tortoise Investment Management, LLC no change 2,703
Ridgewood Investments LLC no change 2,773
NORTHSTAR INVESTMENT ADVISORS LLC no change 2,786
Aspen Investment Management Inc no change 2,761
PRIVATE CAPITAL MANAGEMENT LLC no change 2,759
INVERNESS COUNSEL INC /NY/ no change 2,721
ST GERMAIN D J CO INC no change 2,740
MONETARY MANAGEMENT GROUP INC no change 16,145
Full Sail Capital, LLC no change 2,436
Independence Bank of Kentucky no change 2,197
Abbrea Capital, LLC no change 2,203
Confluence Wealth Management LLC no change 17,571
McNamara Financial Services, Inc. no change 2,158
ALESCO ADVISORS LLC no change 17,948
EQUITRUST INVESTMENT MANAGEMENT SERVICES INC/DE no change 17,774
LYELL WEALTH MANAGEMENT, LP no change 2,216
Avondale Wealth Management no change 2,218
Kavar Capital Partners, LLC no change 2,336
BEACH INVESTMENT COUNSEL INC/PA no change 2,412
LEAVELL INVESTMENT MANAGEMENT, INC. no change 2,267
TRADITION ASSET MANAGEMENT LLC no change 2,267
VESTOR CAPITAL CORP no change 2,228
Ellevest, Inc. no change 2,247
Hillstrust no change 1,350
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