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STOCK TICKER:
ISHARE RUS 2000 VALU   (ticker: IWN)
Institutions' Indicator :          Hold          (Click Here For Details)
INSTITUTIONS' Score: 50
0 100 50
Current Holdings: 50,041,844
Previous Holdings: 46,957,425
Change: 6.57%
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)
ROYAL BANK OF CANADA bought688,133 688,133 M&T BANK CORP sold1,119,703 0
BANK OF AMERICA CORP /DE/ 14%494,468 3,994,098 UBS Group AG sold963,092 0
BAILARD, INC. 1,326%444,119 477,623 Starboard Value LP 45%800,000 975,777
GUARDIAN LIFE INSURANCE CO OF AMERICA bought383,663 383,663 STEPHENS GROUP ASSET MANAGEMENT, LLC 55%607,408 498,052
Susquehanna International Group, LLP 274%366,122 499,523 Oak Hill Investment Management, L.P. 34%366,209 726,092
BB&T CORP 586%348,231 407,698 BANK OF MONTREAL /CAN/ 58%282,540 205,282
JONES FINANCIAL COMPANIES LLLP 7%237,794 3,437,942 THRIVENT FINANCIAL FOR LUTHERANS 99%268,607 2,393
Athanor Capital, LP bought230,700 230,700 MYDA Advisors LLC 84%129,000 25,000
Comprehensive Financial Management LLC bought230,481 230,481 AMERIPRISE FINANCIAL INC 33%96,956 197,622
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND bought185,000 185,000 VICTORY CAPITAL MANAGEMENT INC 10%78,383 682,532
PRINCIPAL FINANCIAL GROUP INC 620%168,593 195,805 Impax Asset Management Group plc sold75,000 0
JAMES INVESTMENT RESEARCH INC bought142,310 142,310 TWO SIGMA SECURITIES, LLC 49%71,472 75,226
SHAPIRO CAPITAL MANAGEMENT CO INC 31%104,801 440,637 Janney Montgomery Scott LLC 47%58,580 65,070
Calamos Advisors LLC bought95,580 95,580 JEFFERIES GROUP INC /DE/ sold50,000 0
ENVESTNET ASSET MANAGEMENT INC 8%82,516 1,163,312 FEDERATED INVESTORS INC /PA/ 90%43,395 4,605
BRANDYWINE ASSET MANAGEMENT LLC 196%71,203 107,582 Massey, Quick & Co., LLC 41%42,933 61,265
MORGAN STANLEY 2%67,567 3,171,827 FRANKLIN RESOURCES INC 23%36,725 125,309
Aristotle Capital Boston, LLC 49%65,876 201,183 Quad Capital Management Advisors LLC sold32,834 0
SILVERCREST ASSET MANAGEMENT GROUP LLC 160%63,682 103,578 J P MORGAN CHASE & CO 14%31,738 192,906
Neuberger Berman Group LLC 13%54,103 468,362 GAM Holding Ltd. sold31,320 0
FULLER & THALER ASSET MANAGEMENT, INC. 483%51,646 62,338 REILLY FINANCIAL ADVISORS, LLC 18%29,195 130,785
CREDIT SUISSE/ bought48,376 48,376 STEPHENS INC /AR/ 5%23,242 470,776
MILLENNIUM MANAGEMENT LLC 39%48,299 170,623 FNY Investment Advisers, LLC sold14,222 0
United Asset Strategies, Inc. 219%48,100 70,110 PRUDENTIAL FINANCIAL INC 39%13,500 21,400
ARIEL CAPITAL MANAGEMENT LLC(John Rogers) 56%46,330 129,375 Grubman Wealth Management 22%13,221 46,007
CARDINAL CAPITAL MANAGEMENT LLC /CT 870%45,744 50,999 Syntal Capital Partners, LLC sold12,843 0
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 40%43,824 152,328 FIRST MERCANTILE TRUST CO sold11,752 0
Texas Capital Bank Wealth Management Services Inc bought40,804 40,804 MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP 26%10,750 30,000
EARNEST PARTNERS LLC 31,578%39,472 39,597 Zions Bancorporation, N.A. 36%10,044 18,121
JACOBS LEVY EQUITY MANAGEMENT INC bought39,317 39,317 NEW SOUTH CAPITAL MANAGEMENT INC 13%9,560 66,650
CB&T Wealth Management bought37,472 37,472 Warren Averett Asset Management, LLC 21%9,505 35,237
FSA Wealth Management LLC bought36,743 36,743 Financial Strategy Network, LLC 28%9,025 23,620
WELLS FARGO & CO/MN 2%36,704 1,963,379 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 13%8,820 59,450
Argent Wealth Management LLC bought35,485 35,485 GV Capital Management 3%8,461 279,221
Powell Investment Advisors, LLC bought35,393 35,393 HSBC HOLDINGS PLC 7%8,108 101,547
Chicago Wealth Management, Inc. bought34,715 34,715 Adviser Investments LLC 33%7,788 15,488
Independent Family Office, LLC bought34,580 34,580 MML INVESTORS SERVICES, LLC 10%7,772 69,783
CITIGROUP INC 7%30,206 447,295 FIDUCIARY TRUST CO 3%7,560 245,815
COMMONWEALTH EQUITY SERVICES, LLC. 3%30,118 1,200,345 Pennsylvania Trust Co sold7,433 0
SEI INVESTMENTS CO 11%29,282 306,764 RHUMBLINE ADVISERS 34%7,416 14,436
Windsor Group LTD bought29,099 29,099 Marquette Asset Management Inc. 100%7,311 3
TOBIAS FINANCIAL ADVISORS, INC. bought28,655 28,655 MEEDER ASSET MANAGEMENT INC 39%7,228 11,343
PICTON MAHONEY ASSET MANAGEMENT 585%28,100 32,900 BARCLAYS PLC sold6,864 0
Regal Wealth Group, Inc. 762%27,602 31,224 APPLETON GROUP WEALTH MANAGEMENT LLC 75%6,153 2,027
Buckingham Asset Management, LLC 108%26,549 51,245 Regent Investment Management LLC 75%6,130 2,011
Performa Ltd (US), LLC bought25,539 25,539 AlphaMark Advisors, LLC 5%5,986 107,786
HERON FINANCIAL GROUP, LLC bought25,097 25,097 EATON VANCE MANAGEMENT 11%5,568 43,453
US BANCORP DE 6%23,627 405,494 NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 5%5,518 109,260
Betterment LLC 3%21,906 829,332 MOODY LYNN & CO/ 9%5,412 54,252
DAVIDSON D A & CO 4%21,157 600,798 NEXT Financial Group, Inc sold5,399 0
Brookstone Capital Management 77%20,536 47,329 Stonehage Fleming Financial Services Holdings Ltd sold5,129 0
COMMERCE BANK N A/MO 4%19,804 464,173 HANCOCK HOLDING CO 8%5,027 58,763
HRT FINANCIAL LLC 436%18,891 23,226 MONETA GROUP INVESTMENT ADVISORS INC 2%4,956 299,650
HARBOR INVESTMENT ADVISORY, LLC bought18,229 18,229 OPPENHEIMER & CO INC 44%4,816 6,198
STEPHENSON NATIONAL BANK & TRUST bought16,901 16,901 BBK Capital Partners, LLC sold4,696 0
FIRST MIDWEST BANK TRUST DIVISION 451%16,900 20,650 Renaissance Technologies(Jim Simons) sold4,500 0
CONFLUENCE INVESTMENT MANAGEMENT LLC bought16,545 16,545 BP WEALTH MANAGEMENT, LLC 15%4,144 24,074
BRINKER CAPITAL INC bought15,475 15,475 Veritable, L.P. 6%3,765 60,647
Independence Advisors, LLC 137%15,450 26,737 PARAMETRIC PORTFOLIO ASSOCIATES 25%3,688 11,108
Platte River Wealth Advisors, LLC bought14,952 14,952 NORTHERN TRUST CORP 1%3,625 661,083
Stratos Wealth Partners, LTD. 17,852%13,746 13,823 HUNTINGTON ASSET ADVISORS, INC. sold3,397 0
Graves-Light Private Wealth Management, Inc. 70%13,425 32,612 KEYBANK NATIONAL ASSOCIATION/OH 4%3,070 71,963
BALASA DINVERNO & FOLTZ LLC bought12,691 12,691 FINANCIAL COUNSELORS INC 12%2,885 21,739
LPL Financial CORP 3%12,461 491,289 Arvest Trust Co sold2,813 0
VAN ECK ASSOCIATES CORP 236%12,200 17,371 Zhang Financial LLC 1%2,726 180,432
IBERIABANK CORP 35%11,311 43,304 ARTHUR M. COHEN & ASSOCIATES, LLC 42%2,702 3,746
Relyea Zuckerberg Hanson LLC bought11,263 11,263 LEGAL & GENERAL GROUP PLC sold2,490 0
GRIMES & COMPANY, INC. bought10,518 10,518 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 11%2,420 18,763
GUGGENHEIM CAPITAL LLC 55%10,464 29,563 OLD MISSION CAPITAL LLC sold2,400 0
Milestone Group, Inc. bought9,575 9,575 HPM Partners LLC 42%2,398 3,331
Columbus Macro, LLC bought9,275 9,275 Quantitative Investment Management, LLC sold2,377 0
XML Financial, LLC bought9,240 9,240 UNIONBANCAL CORP 2%2,263 134,647
Menard Financial Group LLC bought9,182 9,182 WHITTIER TRUST CO 1%2,206 145,077
WELLINGTON MANAGEMENT CO LLP bought9,174 9,174 CenterStar Asset Management, LLC sold2,200 0
EP Wealth Advisors, Inc. 94%9,034 18,613 Private Advisor Group, LLC 4%2,083 48,040
Qube Research & Technologies Ltd bought8,658 8,658 First Financial Bank, N.A. - Trust Division sold2,058 0
H D Vest Advisory Services 196%8,556 12,929 Diametric Capital, LP sold2,023 0
BBVA USA BANCSHARES INC 8%8,473 110,333 Fragasso Group Inc. sold1,974 0
STATE STREET CORP 11%8,317 83,102 Mariner Wealth Advisors, LLC 3%1,905 58,655
Evercore Wealth Management, LLC 82%7,545 16,757 IHT Wealth Management, LLC 34%1,899 3,758
Amerivest Investment Management LLC 1%7,388 968,848 Oliver Luxxe Assets LLC sold1,848 0
Independent Advisor Alliance bought7,270 7,270 Ullmann Financial Group, Inc. 8%1,775 20,361
Maple Capital Management, Inc. bought7,067 7,067 Pinnacle Wealth Planning Services, Inc. sold1,751 0
THOMPSON SIEGEL & WALMSLEY LLC 5%7,013 145,594 PagnatoKarp Partners LLC sold1,699 0
SYSTEMATIC FINANCIAL MANAGEMENT LP 246%6,995 9,835 Legacy Advisors, LLC sold1,691 0
CONCENTRIC WEALTH MANAGEMENT, LLC 14%6,932 57,250 Evensky & Katz, Inc. 61%1,599 1,036
Pacific Ridge Capital Partners, LLC bought6,923 6,923 TEXAS CAPITAL BANCSHARES INC/TX 27%1,587 4,380
Pointe Capital Management LLC bought6,746 6,746 Bishop & Co Investment Management, LLC 4%1,442 38,160
Equitable Holdings, Inc. bought6,639 6,639 First Allied Advisory Services, Inc. 7%1,436 17,875
COMERICA SECURITIES,INC. bought6,110 6,110 RAYMOND JAMES & ASSOCIATES 1%1,353 239,086
Raymond James Financial Services Advisors, Inc. 4%6,044 149,279 ROPES WEALTH ADVISORS LLC sold1,352 0
FineMark National Bank & Trust bought5,975 5,975 Sequoia Financial Advisors, LLC 22%1,338 4,822
Vulcan Value Partners, LLC bought5,723 5,723 One Capital Management, LLC 3%1,269 35,536
WHITTIER TRUST CO OF NEVADA INC 14%5,713 46,789 Arcus Capital Partners, LLC 33%1,261 2,508
Alhambra Investment Partners LLC bought5,572 5,572 SPRINGBOK CAPITAL MANAGEMENT, LLC sold1,234 0
BLAIR WILLIAM & CO/IL 14%5,348 44,315 SlateStone Wealth, LLC 9%1,215 12,063
VAUGHAN AND COMPANY SECURITIES, INC. bought5,195 5,195 CCG WEALTH MANAGEMENT, LLC 22%1,214 4,383
Parkside Financial Bank & Trust 7%5,123 75,006 HBK Sorce Advisory LLC 3%1,195 40,315
Quantbot Technologies LLC bought4,978 4,978 Asset Planning Services, Ltd. sold1,155 0
BROWN ADVISORY HOLDINGS INC 3%4,919 190,537 Country Club Trust Company, n.a. 7%1,152 14,745
Summit Financial, LLC 197%4,882 7,359 Asset Management Group, Inc. 6%1,052 16,138
Atlas Brown,Inc. 33%4,872 19,803 PEAPACK GLADSTONE FINANCIAL CORP 60%1,050 687
BADGLEY PHELPS & BELL INC 3%4,790 160,907 Parsec Financial Management, Inc. 16%1,041 5,295
Aprio Wealth Management, LLC bought4,663 4,663 FIRST NATIONAL TRUST CO 35%1,041 1,954
Waldron, LP 3%4,658 146,713 BRYN MAWR TRUST CO/PA 1%1,037 85,910
Covenant Partners, LLC 7%4,459 71,525 TIEDEMANN WEALTH MANAGEMENT, LLC 13%1,013 6,525
Financial Network 59%4,376 11,782 Winfield Associates, Inc. 20%905 3,620
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV bought4,320 4,320 Baker Avenue Asset Management, LP 10%900 7,733
RNC CAPITAL MANAGEMENT LLC bought4,278 4,278 Tranquility Partners, LLC 19%865 3,693
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC bought4,277 4,277 Intercontinental Wealth Advisors, LLC 73%815 305
MATHER GROUP, INC. bought4,253 4,253 USCA RIA LLC sold805 0
Integrated Investment Consultants, LLC 6%4,236 78,596 ATRIA INVESTMENTS LLC 15%789 4,392
FIFTH THIRD BANCORP 4%4,215 111,574 EVOKE WEALTH, LLC sold785 0
Next Capital Management LLC bought4,214 4,214 JOHNSON INVESTMENT COUNSEL INC 2%778 33,332
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 11%4,061 42,634 ANCHOR CAPITAL ADVISORS INC 5%772 13,695
HighTower Advisors, LLC 2%4,044 201,806 Rockefeller Capital Management L.P. sold659 0
TOWLE & CO bought4,020 4,020 Advisor Group, Inc. 1%618 55,518
UNITED CAPITAL FINANCIAL ADVISERS,INC. 26%3,874 19,045 SONATA CAPITAL GROUP INC 1%608 58,608
CHESLEY TAFT & ASSOCIATES LLC/IL bought3,747 3,747 CHATHAM CAPITAL GROUP, INC. 16%600 3,100
Pettinga Financial Advisors, LLC 30%3,740 16,025 O'Brien Wealth Partners LLC 6%587 9,838
Cutler Group LP bought3,600 3,600 Private Capital Group, LLC 52%585 543
Jordan Park Group LLC 6%3,536 59,930 UMB BANK N A/MO 2%582 28,031
OXFORD FINANCIAL GROUP LTD 5%3,490 78,416 IFP Advisors, Inc 22%567 2,002
OPPENHEIMER ASSET MANAGEMENT INC bought3,438 3,438 Arete Wealth Advisors, LLC 25%554 1,693
Camden Capital, LLC bought3,437 3,437 CHEMUNG CANAL TRUST CO 4%538 13,496
F3Logic, LLC 5%3,423 68,225 Hillcrest Wealth Advisors - NY, LLC 1%525 62,855
Magnus Financial Group LLC 108%3,293 6,332 Cresset Asset Management, LLC 11%500 4,241
Belpointe Asset Management LLC bought3,274 3,274 QUADRANT CAPITAL GROUP LLC 60%500 327
Austin Private Wealth, LLC bought3,233 3,233 PATTEN & PATTEN INC/TN 11%500 3,890
Madison Asset Management, LLC bought3,211 3,211 SAND HILL ADVISORS INC/CA 20%481 1,937
CAMBIAR INVESTORS LLC bought3,183 3,183 ELLIOTT & ASSOCIATES 3%456 12,650
Beacon Pointe Advisors, LLC 63%3,182 8,217 MANAGED ASSET PORTFOLIOS, LLC 11%450 3,685
Change Path, LLC bought3,163 3,163 PBWM Holdings, LLC 22%442 1,600
O'SHAUGHNESSY ASSET MANAGEMENT, LLC bought3,050 3,050 REGIONS FINANCIAL CORP 4%413 9,716
PDS Planning, Inc 5%2,940 57,011 MANAGED ACCOUNT SERVICES INC 2%413 16,563
TBH Global Asset Management, LLC bought2,901 2,901 Rinet Co LLC 4%396 10,571
Jaffetilchin Investment Partners, LLC bought2,871 2,871 Rikoon Group, LLC 11%378 2,929
Montecito Bank & Trust bought2,674 2,674 Fulton Breakefield Broenniman LLC 3%371 10,718
ATHENA CAPITAL ADVISORS LLC 149%2,584 4,317 Strategic Wealth Partners Group LLC 1%368 55,988
Parallel Advisors, LLC 14%2,549 20,567 L & S Advisors Inc 2%357 17,655
Resource Management, LLC 1%2,535 230,834 CITIZENS FINANCIAL GROUP INC/RI 72%353 140
ADVISORY RESEARCH INC bought2,485 2,485 CLEAR INVESTMENT RESEARCH, LLC 13%345 2,372
CPCM, LLC 13%2,446 20,714 Versant Capital Management, Inc 17%329 1,644
WoodTrust Financial Corp 3%2,432 74,085 HUDSON CANYON INVESTMENT COUNSELORS LLC sold326 0
DAVIDSON TRUST CO bought2,417 2,417 Harwood Advisory Group, LLC 7%322 4,580
Capital Square, LLC bought2,414 2,414 Sowell Financial Services LLC 35%309 583
Advisory Services Network, LLC 584%2,373 2,779 TCF National Bank 5%297 5,172
American Institute for Advanced Investment Management, LLP bought2,335 2,335 COLONY GROUP LLC 2%296 11,797
RIVERSEDGE ADVISORS, LLC bought2,300 2,300 Strategic Financial Group, LLC 1%288 20,909
EPG Wealth Management LLC bought2,295 2,295 GSB Wealth Management, LLC 56%279 221
Creative Planning 9%2,261 28,748 Multi-Financial Securities Corp 1%257 25,610
Private Capital Management, LLC bought2,189 2,189 Autus Asset Management, LLC 4%255 6,116
Keeley-Teton Advisors, LLC bought2,170 2,170 LifePlan Financial Group, Inc 2%255 13,415
Sawtooth Asset Management, Inc. bought2,010 2,010 GHP Investment Advisors, Inc. 1%248 35,202
ASPIRIANT, LLC 26%1,961 9,453 Evanson Asset Management, LLC 7%237 3,396
Western Wealth Management, LLC bought1,949 1,949 AMARILLO NATIONAL BANK 1%225 16,450
SHAKESPEARE WEALTH MANAGEMENT, INC. 15%1,899 14,856 Coastal Investment Advisors, Inc. 94%223 15
EVERGREEN CAPITAL MANAGEMENT LLC bought1,837 1,837 Murphy, Middleton, Hinkle & Parker, Inc. 6%213 3,126
Carnick & Kubik Group, LLC 24%1,821 9,490 SIGNATUREFD, LLC 13%210 1,397
ALLIANCEBERNSTEIN L.P. 5%1,805 39,070 Laurel Wealth Advisors LLC 13%210 1,435
NEW ENGLAND GUILD WEALTH ADVISORS, INC. bought1,759 1,759 NORTHSTAR WEALTH PARTNERS LLC 6%202 3,323
KING LUTHER CAPITAL MANAGEMENT CORP 80%1,700 3,820 DEUTSCHE BANK AG 14%200 1,215
GREAT VALLEY ADVISOR GROUP, INC. bought1,682 1,682 ROYCE & ASSOCIATES LLC 0%200 43,200
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1%1,672 138,831 Claraphi Advisory Network, LLC sold200 0
Glenview Trust Co bought1,655 1,655 QUEST CAPITAL MANAGEMENT INC /ADV 9%198 2,091
Integrated Wealth Concepts LLC bought1,649 1,649 ABSOLUTE INVESTMENT MANAGEMENT LLC 89%183 23
Legacy Wealth Planning, LLC bought1,643 1,643 Capital Directions Investment Advisors, LLC 0%177 107,107
DONALDSON CAPITAL MANAGEMENT, LLC bought1,619 1,619 Sigma Planning Corp 5%173 3,280
Resource Planning Group bought1,604 1,604 People's United Financial, Inc. 1%169 32,056
Brown Advisory Securities, LLC 22%1,578 8,736 FinTrust Capital Advisors, LLC 3%152 4,406
AdvicePeriod, LLC 3%1,525 46,652 Well Done, LLC 2%149 6,347
Tower Research Capital LLC 1,500%1,500 1,600 Summit Investment Advisors, Inc. 38%146 234
WADE G W & INC 3%1,442 53,288 MERCER GLOBAL ADVISORS INC /ADV 0%130 28,633
Procyon Private Wealth Partners, LLC bought1,400 1,400 HIGHLAND CAPITAL MANAGEMENT CORP 2%125 7,262
CULLEN FROST BANKERS INC 9%1,394 16,740 BRONFMAN E.L. ROTHSCHILD, L.P. 1%112 10,269
Interactive Financial Advisors 2%1,377 73,316 Valeo Financial Advisors, LLC 1%108 10,055
Filbrandt Wealth Management, LLC bought1,261 1,261 FIRST BUSINESS FINANCIAL SERVICES, INC. 2%105 5,047
Carnegie Capital Asset Management, LLC 11%1,212 12,383 Sonora Investment Management, LLC 3%104 3,532
MANCHESTER FINANCIAL INC bought1,200 1,200 Stewardship Financial Advisors, LLC 57%100 74
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 3%1,171 38,921 Towerpoint Wealth, LLC 3%100 3,075
PROEQUITIES, INC. 512%1,151 1,376 NORTHWEST WEALTH MANAGEMENT, LLC 3%100 3,618
Flaharty Asset Management, LLC 2%1,136 72,608 STIFEL FINANCIAL CORP 14%96 602
BRIDGES INVESTMENT MANAGEMENT INC 1%1,125 120,969 Accredited Investors Inc. 1%91 9,372
LWS Wealth Advisors, Inc. bought1,082 1,082 CREATIVE FINANCIAL DESIGNS INC /ADV 23%81 268
PUTNAM FL INVESTMENT MANAGEMENT CO 56%1,071 2,998 Cornerstone Advisory, LLP 4%80 1,736
Schneider Downs Wealth Management Advisors, LP 14%1,053 8,324 BROWN BROTHERS HARRIMAN & CO 12%80 591
Atlas Private Wealth Management bought1,038 1,038 Pathstone Family Office, LLC sold77 0
GANNETT WELSH & KOTLER bought1,032 1,032 Harbour Capital Advisors, LLC 1%75 9,695
Lakeview Capital Partners, LLC bought983 983 Argent Trust Co 1%72 13,255
CITY HOLDING CO 6%980 16,997 Focused Wealth Management, Inc 9%71 754
Bank of New York Mellon CORP 0%948 289,382 TIAA ENDOWMENT & PHILANTHROPIC SERVICES, LLC 2%70 3,928
S.A. Mason LLC bought891 891 KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 1%65 5,769
MAI Wealth Advisors 1%849 74,889 ALERUS FINANCIAL NA 0%64 82,739
WESTWOOD HOLDINGS GROUP INC 476%833 1,008 Goodman & Company, Investment Counsel Ltd. sold63 0
Wealthcare Advisory Partners LLC 22%816 4,486 APPLETON PARTNERS INC/MA 1%62 4,942
McKinley Carter Wealth Services, Inc. bought804 804 Laurel Wealth Advisors, Inc. 1%60 5,990
Firestone Capital Management bought785 785 Wall Street Access Asset Management, LLC 1%60 5,199
SYNOVUS FINANCIAL CORP 0%750 564,185 Bedel Financial Consulting, Inc. 13%58 387
MYCIO WEALTH PARTNERS, LLC 15%740 5,617 GOLDMAN SACHS GROUP INC 1%58 3,991
CIBC World Markets Inc. 11%731 7,312 Stordahl Capital Management, Inc. 1%57 6,399
Berman Capital Advisors, LLC 1%725 68,249 IndexIQ Advisors LLC 14%56 336
Financial Advocates Investment Management 21%721 4,190 Paulson Wealth Management Inc. 1%56 5,269
Empirical Financial Services, LLC 34%679 2,677 Arden Trust Co 1%53 6,941
Modera Wealth Management, LLC 1%676 101,580 Donald L. Hagan, LLC 3%53 2,006
TSFG, LLC bought665 665 MONETARY MANAGEMENT GROUP INC 13%50 335
Advisory Alpha, LLC 3,611%650 668 WHITENER CAPITAL MANAGEMENT, INC. sold50 0
ATTICUS WEALTH MANAGEMENT, LLC bought641 641 Corient Capital Partners, LLC 13%47 305
Sugarloaf Wealth Management, LLC bought634 634 Cetera Investment Advisers 1%45 3,432
FCG ADVISORS, LLC 9%611 7,065 FIRST UNITED BANK TRUST/ 2%45 1,939
SOL Capital Management CO 8%540 7,375 Baldrige Asset Management LLC 2%45 2,483
MERITAGE PORTFOLIO MANAGEMENT 22%540 2,953 KCS Wealth Advisory sold44 0
Linscomb & Williams, Inc. 14%532 4,301 Capital Advisors, Ltd. LLC 4%44 1,060
Trellis Advisors, LLC 15%530 4,121 INNEALTA CAPITAL, LLC 3%44 1,708
Baystate Wealth Management LLC 0%526 250,435 CULBERTSON A N & CO INC 1%43 3,943
TIAA, FSB 48%493 1,510 Meristem, LLP 0%41 10,656
AMERITAS INVESTMENT CORP 16%483 3,489 Gradient Investments LLC 68%41 19
Institute for Wealth Management, LLC. bought455 455 Opus Capital Group, LLC 1%39 3,321
ROTHSCHILD ASSET MANAGEMENT INC 22%439 2,426 Crestwood Advisors LLC 2%38 1,806
Raab & Moskowitz Asset Management LLC bought424 424 Oakmont Partners LLC 0%36 7,357
Cox Capital Co LLC bought400 400 Taylor, Cottrill, Erickson & Associates, Inc. 0%35 26,523
Column Capital Advisors, LLC bought390 390 Beacon Pointe Wealth Advisors, LLC 0%31 7,437
INVESTMENT PARTNERS LTD /OH/ /ADV 1%381 32,954 FIRST MANHATTAN CO 12%30 225
WEST BANCORPORATION INC bought380 380 Willingdon Wealth Management 23%30 100
Capital Analysts, Inc. 81%373 834 Sandy Spring Bank 13%28 185
ETRADE Capital Management LLC 157%366 599 St. Louis Trust Co 0%27 37,285
Chevy Chase Trust Holdings, Inc. bought360 360 Quadrant Capital Management, LLC 0%25 10,078
CABANA LLC bought351 351 PINNACLE FINANCIAL PARTNERS INC 0%25 16,113
Johnson Financial Group, Inc. 1%350 45,275 HUNTINGTON NATIONAL BANK 0%24 6,798
COURIER CAPITAL CORP 0%346 135,909 Garde Capital, Inc. 1%23 4,483
Burns Wealth Management, Inc. 1%340 33,212 JFS WEALTH ADVISORS, LLC 1%23 3,627
TD ASSET MANAGEMENT INC 3%328 10,584 Cubic Asset Management, LLC 0%21 4,973
WESBANCO BANK INC 1%326 26,388 ENCORE BANK NA 0%19 5,840
INSIGHT 2811, INC. 4%322 8,437 WRAPMANAGER INC 1%16 2,073
Private Ocean, LLC 93%318 659 GLENMEDE TRUST CO NA 0%14 56,370
LBJ Family Wealth Advisors, Ltd. 0%314 69,030 IFG Advisory, LLC 1%14 1,859
BALLAST ADVISORS LLC bought311 311 Sterling Investment Advisors, Ltd. sold12 0
Kore Private Wealth LLC bought301 301 Stearns Financial Services Group sold11 0
Total Clarity Wealth Management, Inc. bought300 300 VALLEY NATIONAL ADVISERS INC sold11 0
TI-TRUST, INC bought299 299 TELEMUS CAPITAL, LLC 0%11 63,902
Plante Moran Financial Advisors Ltd Partnership bought298 298 Cornerstone Wealth Management, LLC 0%11 5,883
STOCK YARDS BANK & TRUST CO 11%293 3,006 Kovitz Investment Group Partners, LLC 0%10 11,461
Eukles Asset Management 3%246 8,850 Guidance Point Advisors, LLC 0%7 3,889
Investment Research & Advisory Group, Inc. bought239 239 Steward Partners Investment Advisory, LLC 0%6 6,957
Goss Wealth Management LLC 12%231 2,206 Krasney Financial LLC 0%6 2,104
Global Retirement Partners, LLC 4%229 6,444 Parkside Investments, LLC 0%5 36,105
Edge Capital Group, LLC 2%221 11,836 FULTON BANK, N.A. 0%4 2,369
HCR Wealth Advisors bought216 216 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC sold4 0
Lighthouse Financial Advisors, Inc. bought211 211 HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 0%3 9,342
Glassman Wealth Services 4,200%210 215 Alera Investment Advisors, LLC 0%2 7,751
Newport Wealth Strategies, Inc. 12%200 1,924 Plancorp, LLC 0%2 2,119
CWM, LLC 9%190 2,325 PFG Advisors 0%1 3,553
Orion Portfolio Solutions, LLC bought179 179 HOWE & RUSLING INC 0%1 2,304
LAKE STREET FINANCIAL LLC 1%175 28,550 FMR LLC 20%1 4
TFO-TDC, LLC bought174 174 Barnett & Company, Inc. no change 301
TFG Advisers LLC bought173 173 Pinnacle Bank no change 321
ARCADIA INVESTMENT MANAGEMENT CORP/MI bought165 165 Perkins Coie Trust Co no change 295
LEVEL FOUR ADVISORY SERVICES, LLC 7%154 2,233 North Star Investment Management Corp. no change 231
Carmichael Hill & Associates, Inc. bought153 153 Crewe Advisors LLC no change 242
Atlantic Trust Group, LLC 0%148 49,033 OPTIMUM INVESTMENT ADVISORS no change 8
FIRST TRUST ADVISORS LP 2%139 8,572 First Washington CORP no change 263
SAWGRASS ASSET MANAGEMENT LLC 5%130 2,700 MCF Advisors LLC no change 348
BRANDES INVESTMENT PARTNERS, LP(Charles Brandes) bought129 129 Cribstone Capital Management, LLC no change 250
BHK Investment Advisors, LLC 2%128 6,977 Trust Co no change 286
Paracle Advisors, LLC 1%127 17,136 McIlrath & Eck, LLC no change 25
LINCOLN NATIONAL CORP 0%118 25,858 1 NORTH WEALTH SERVICES LLC no change 78
Lake Point Wealth Management bought115 115 American Research & Management Co. no change 80
CAMBRIDGE TRUST CO 6%110 1,985 Hanson Investment Management no change 151
HighMark Wealth Management LLC bought105 105 Litman Gregory Asset Management LLC no change 162
SMITH CAPITAL MANAGEMENT INC /AR/ADV 1%105 7,447 Capital Investment Advisory Services, LLC no change 165
O'Brien Greene & Co. Inc 3%100 3,075 CENTRAL BANK & TRUST CO no change 85
Legacy Bridge, LLC 1%100 12,415 Aptus Capital Advisors, LLC no change 145
VERUS CAPITAL PARTNERS, LLC bought100 100 Armor Investment Advisors, LLC no change 130
Savant Capital Management Inc 2%91 4,541 Ellevest, Inc. no change 101
Financial Advisory Service, Inc. 1%91 13,979 RED CEDAR INVESTMENT MANAGEMENT, LLC no change 141
CNB Bank 28%89 409 RESOURCES MANAGEMENT CORP /CT/ /ADV no change 100
Archer Investment Corp 2%82 5,300 Burt Wealth Advisors no change 72
Stonebridge Financial Planning Group, LLC bought80 80 CLS INVESTMENT FIRM, LLC no change 61
MISSION WEALTH MANAGEMENT, LLC 4%79 1,969 Stonebridge Capital Advisors LLC no change 25
ST GERMAIN D J CO INC 2%73 3,608 Providence Capital Advisors, LLC no change 30
Asset Dedication, LLC 17%71 496 BerganKDV Wealth Management, LLC no change 102
Retirement Network bought70 70 Community Bank, N.A. no change 209
Samalin Investment Counsel, LLC bought70 70 JNBA Financial Advisors no change 21
Hudock Moyer Wealth Resources, LLC bought63 63 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC no change 200
DOWLING & YAHNKE INC 2%60 3,575 TRUSTCORE FINANCIAL SERVICES, LLC no change 198
SHINE INVESTMENT ADVISORY SERVICES INC 3%58 1,886 Lehman & Derafelo Financial Resources LLC no change 195
American Financial Advisors, LLC 0%57 18,101 Front Row Advisors LLC no change 55
Covington Capital Management 11%56 575 Prestige Wealth Management Group LLC no change 46
NWK Group, Inc. bought54 54 Emerald Investment Partners, LLC no change 35
Bigelow Investment Advisors, LLC 1%51 7,704 FARMERS & MERCHANTS INVESTMENTS INC no change 220
PEDDOCK CAPITAL ADVISORS, LLC bought47 47 PROFESSIONAL ADVISORY SERVICES INC no change 3,598
BENJAMIN F. EDWARDS & COMPANY, INC. 13%45 398 Hirtle Callaghan & Co Inc no change 4,877
ANDERSON FISHER LLC bought45 45 Confluence Wealth Management LLC no change 4,555
Lido Advisors, LLC 2%42 2,345 Lutz Financial Services LLC no change 4,542
Carroll Financial Associates, Inc. 22%40 221 American Investment Services, Inc. no change 4,181
RPG Investment Advisory, LLC 0%39 8,880 GABLES CAPITAL MANAGEMENT INC. no change 5,350
Palisades Hudson Asset Management, L.P. 0%37 22,083 Tarbox Group, Inc. no change 5,400
Paragon Capital Management Ltd 1%32 5,768 NWAM LLC no change 6,843
SMITH, MOORE & CO. 1%32 4,900 HOWLAND CAPITAL MANAGEMENT INC no change 5,789
Patriot Financial Group Insurance Agency, LLC 2%31 1,642 Nicholas Hoffman & Company, LLC. no change 5,543
Goldstein Munger & Associates 0%30 17,711 Aft, Forsyth & Company, Inc. no change 5,447
Lenox Wealth Advisors, Inc. 76%29 67 V Wealth Management,LLC no change 7
Starfire Investment Advisers, Inc. 1%25 3,070 Whitnell & Co. no change 4,147
Belmont Capital, LLC bought25 25 ALESCO ADVISORS LLC no change 3,515
Round Table Services, LLC 0%23 7,660 Allen Investment Management LLC no change 3,302
Stillwater Investment Management, LLC 1%21 1,941 Northeast Financial Consultants Inc no change 3,191
WSFS CAPITAL MANAGEMENT, LLC 0%21 15,251 BESSEMER GROUP INC no change 3,142
CAHABA WEALTH MANAGEMENT, INC. 1%20 3,760 YorkBridge Wealth Partners, LLC no change 3,561
McNamara Financial Services, Inc. 1%19 2,205 PRIVATE MANAGEMENT GROUP INC no change 3,610
3D ASSET MANAGEMENT INC 1%19 2,686 Patriot Investment Management Inc. no change 4,133
ROWLAND CARMICHAEL ADVISORS INC /ADV bought19 19 Estate Counselors, LLC no change 4,050
Blankinship & Foster, LLC 1%18 2,531 TOCQUEVILLE ASSET MANAGEMENT LP no change 3,845
Paradigm Financial Advisors, LLC 1%18 2,088 TOMPKINS FINANCIAL CORP no change 6,955
MONECO Advisors, LLC 1%18 2,226 Diversified Investment Strategies, LLC no change 6,985
Capital Asset Advisory Services LLC bought17 17 MV Capital Management, Inc. no change 18,879
Financeware, Inc. 2%16 878 Lubar & Co., Inc no change 12,496
Biltmore Family Office, LLC bought16 16 Roundview Capital LLC no change 12,455
CKW FINANCIAL GROUP bought16 16 West Coast Financial LLC no change 11,131
Homrich & Berg 0%14 20,637 Hardy Reed LLC no change 19,036
SJA Financial Advisory, LLC 1%14 2,144 EQUITRUST INVESTMENT MANAGEMENT SERVICES INC/DE no change 21,000
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 0%12 6,051 DUFF & PHELPS INVESTMENT MANAGEMENT CO no change 135,190
SRS Capital Advisors, Inc. 1%11 1,120 BRIDGEWAY CAPITAL MANAGEMENT INC no change 41,300
Hartland & Co., LLC 0%10 6,267 SMITHFIELD TRUST CO no change 24,010
Fortis Advisors, LLC 1%9 937 COBBLESTONE CAPITAL ADVISORS LLC /NY/ no change 10,911
Gemmer Asset Management LLC 1%8 752 Rice Partnership, LLC no change 10,175
FIERA SCEPTRE INC. 0%8 5,207 PITTENGER & ANDERSON INC no change 7,875
AdvisorNet Financial, Inc 0%7 3,739 Diversified Portfolios, Inc. no change 7,517
Larson Financial Group LLC bought6 6 Spears Abacus Advisors LLC no change 7,245
TRUEWEALTH LLC 1%6 1,121 RAYMOND JAMES TRUST CO no change 7,099
Truepoint, Inc. 0%6 3,880 Nachman Norwood & Parrott, Inc no change 8,015
Connecticut Wealth Management, LLC 0%4 5,788 WASHINGTON TRUST BANK no change 8,591
Mosaic Family Wealth, LLC 0%4 3,431 SG Americas Securities, LLC no change 10,001
Ellis Investment Partners, LLC 0%2 582 Drexel Morgan & Co. no change 9,322
BINGHAM OSBORN & SCARBOROUGH LLC 0%2 8,006 Yale Capital CORP no change 8,782
TCI Wealth Advisors, Inc. 0%2 1,113 WEDGEWOOD INVESTORS INC /PA/ no change 3,058
FLAGSHIP HARBOR ADVISORS, LLC 0%2 520 Keudell/Morrison Wealth Management no change 3,000
HARVEST GROUP WEALTH MANAGEMENT, LLC 1%1 134 LAZARD ASSET MANAGEMENT LLC no change 1,100
Weaver Consulting Group 0%1 432 Sullivan, Bruyette, Speros & Blaney, Inc. no change 1,051
Certified Advisory Corp 0%1 1,174 Roble, Belko & Company, Inc no change 760
Total Wealth Planning, LLC 0%1 2,792 BOURGEON CAPITAL MANAGEMENT LLC no change 757
Cranbrook Wealth Management, LLC no change 1,175
Squar Milner Financial Services LLC no change 1,206
PINNACLE ASSOCIATES LTD no change 1,701
TRUST CO OF VERMONT no change 1,572
Oakworth Capital, Inc. no change 1,559
Hanson McClain, Inc. no change 1,230
BDO Wealth Advisors, LLC no change 713
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC no change 700
Tortoise Investment Management, LLC no change 443
Aspire Private Capital, LLC no change 440
Manchester Capital Management LLC no change 427
Independence Bank of Kentucky no change 400
Kistler-Tiffany Companies, LLC no change 456
LS Investment Advisors, LLC no change 550
LOOMIS SAYLES & CO L P no change 700
QCI ASSET MANAGEMENT INC/NY no change 645
Lindbrook Capital, LLC no change 567
JMG Financial Group, Ltd. no change 1,711
Icon Wealth Partners, LLC no change 1,914
Vigilant Capital Management, LLC no change 2,600
Phocas Financial CORP no change 2,560
Ferris Capital, LLC no change 2,421
Capstone Financial Advisors, Inc. no change 2,278
GenTrust, LLC no change 2,816
Cypress Wealth Services, LLC no change 2,820
PRIVATE BANK & TRUST CO no change 2,978
MARSHALL FINANCIAL GROUP INC /ADV no change 2,830
Abacus Planning Group, Inc. no change 2,829
Wells Trecaso Financial Group, LLC no change 2,259
Financial Architects, Inc no change 2,243
Diversified Trust Co no change 2,007
Moisand Fitzgerald Tamayo, LLC no change 1,999
Annex Advisory Services, LLC no change 1,933
WELCH & FORBES LLC no change 1,923
BEACH INVESTMENT COUNSEL INC/PA no change 2,080
WATERS PARKERSON & CO INC no change 2,100
TCTC Holdings, LLC no change 2,212
Palisade Asset Management, LLC no change 2,141
BERKSHIRE ASSET MANAGEMENT INC/PA no change 2,100
Coastal Capital Group, Inc. no change 376
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