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STOCK TICKER:
VANGUARD VALUE ETF   (ticker: VTV)
Institutions' Indicator :       Strong Buy       (Click Here For Details)
INSTITUTIONS' Score: 95
0 100 95
Current Holdings: 339,261,902
Previous Holdings: 221,470,121
Change: 53.19%
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)
BANK OF AMERICA CORP /DE/ bought73,563,560 73,563,560 JONES FINANCIAL COMPANIES LLLP 100%82,370,835 18,385
MORGAN STANLEY bought18,033,053 18,033,053 NATIXIS ASSET MANAGEMENT ADVISORS, L.P. sold1,689,395 0
AMERIPRISE FINANCIAL INC bought3,868,713 3,868,713 PARTNERS CAPITAL INVESTMENT GROUP, LLP 88%734,083 103,527
UNITED CAPITAL FINANCIAL ADVISERS,INC. bought3,364,002 3,364,002 CAPTRUST FINANCIAL ADVISORS 89%482,357 60,141
MEMBERS Trust Co bought2,465,309 2,465,309 Creative Planning 97%272,108 9,026
ROYAL BANK OF CANADA bought2,369,132 2,369,132 Hanson McClain, Inc. 99%248,531 3,453
ING INVESTMENT MANAGEMENT LLC bought2,113,189 2,113,189 Morningstar Investment Services, Inc. 14%197,958 1,260,415
SCS Capital Management LLC bought1,621,664 1,621,664 STARR INTERNATIONAL CO INC sold159,280 0
BB&T CORP bought1,277,949 1,277,949 COMMONWEALTH EQUITY SERVICES, LLC. 8%152,690 1,749,332
Laidlaw Wealth Management LLC bought1,041,384 1,041,384 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 9%149,735 1,602,415
SEI INVESTMENTS CO 44%722,986 2,366,984 PNC FINANCIAL SERVICES GROUP INC 4%148,531 3,249,329
Betterment LLC 8%722,037 9,739,354 EP Wealth Advisors, Inc. 4%131,165 3,078,587
Permanens Capital L.P. bought721,723 721,723 Segment Wealth Management, LLC 96%121,437 5,690
MANUFACTURERES LIFE INSURANCE CO bought684,777 684,777 Community Financial Services Group, LLC 85%119,973 20,942
MATHER GROUP, INC. 292%641,605 861,188 BLAIR WILLIAM & CO/IL 24%115,646 358,081
RSM US WEALTH MANAGEMENT LLC 399%591,502 739,792 GV Capital Management 20%112,042 436,958
MACKENZIE FINANCIAL CORP 20%421,000 2,487,600 Manchester Capital Management LLC 64%107,287 60,123
Orion Portfolio Solutions, LLC bought416,527 416,527 Kathmere Capital Management, LLC 76%105,178 33,898
Equitable Holdings, Inc. bought407,742 407,742 LPL Financial CORP 2%100,001 5,037,144
Focused Wealth Management, Inc 7,687%356,044 360,676 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV sold95,762 0
ENVESTNET ASSET MANAGEMENT INC 2%336,038 18,219,531 Royal Fund Management, LLC sold93,601 0
Raymond James Financial Services Advisors, Inc. 61%335,310 882,156 STEPHENS INC /AR/ 39%74,463 114,082
MISSION WEALTH MANAGEMENT, LLC 101%284,543 566,100 OGOREK ANTHONY JOSEPH /NY/ /ADV 100%72,882 140
WOODMONT INVESTMENT COUNSEL LLC bought271,286 271,286 LINCOLN NATIONAL CORP 93%71,315 5,655
Mariner Wealth Advisors, LLC 23%238,363 1,285,215 SYNOVUS FINANCIAL CORP 94%69,101 4,407
Voya Financial Advisors, Inc. bought218,600 218,600 Blue Sky Asset Management, LLC sold64,645 0
Jacobsen Capital Management bought215,783 215,783 CAMBIAR INVESTORS LLC sold60,185 0
Waldron, LP 35%186,248 724,881 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 7%59,309 738,959
Relative Value Partners Group, LLC bought179,924 179,924 Brio Consultants, LLC 62%55,859 34,678
MML INVESTORS SERVICES, LLC 28%160,261 732,320 FRANKLIN RESOURCES INC 46%55,429 65,734
SRS Capital Advisors, Inc. bought150,450 150,450 Magnus Financial Group LLC 84%53,710 10,513
EVERGREEN CAPITAL MANAGEMENT LLC bought143,325 143,325 CITIGROUP INC 17%48,296 229,877
Private Portfolio Partners LLC bought142,881 142,881 DAVIDSON D A & CO 1%48,107 4,957,691
ROOSEVELT INVESTMENT GROUP INC 119%136,354 251,410 Lido Advisors, LLC 85%47,018 8,439
Biltmore Capital Advisors LLC bought133,188 133,188 Miracle Mile Advisors, LLC 36%46,406 84,066
WELLS FARGO & CO/MN 3%132,947 3,966,268 Silverleafe Capital Partners, LLC sold40,362 0
One Charles Private Wealth Services, LLC 389%127,118 159,796 FIFTH THIRD BANCORP 11%39,531 314,691
Visionary Wealth Advisors bought126,932 126,932 QUEST CAPITAL MANAGEMENT INC /ADV 90%35,881 4,139
Sowell Financial Services LLC 82%122,983 273,583 ELEMENT POINTE ADVISORS, LLC 66%35,403 18,522
Sage Advisory Services, Ltd.Co. bought122,515 122,515 Allianz Asset Management AG sold34,873 0
Susquehanna International Group, LLP 77%118,405 272,518 HighTower Advisors, LLC 6%31,766 461,750
Bank of New York Mellon CORP 6%117,365 2,029,478 FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 5%31,422 611,955
Gleason Group, Inc. bought105,496 105,496 Ferguson Shapiro LLC sold31,377 0
DROMS STRAUSS ADVISORS INC /MO/ /ADV 949%105,376 116,485 COLDSTREAM CAPITAL MANAGEMENT INC 21%31,224 114,517
Personal Resources Investment & Strategic Management, Inc. 761%103,436 117,022 Evolution Wealth Advisors, LLC 36%31,044 56,282
FDx Advisors, Inc. bought102,034 102,034 GLENMEDE TRUST CO NA 14%30,763 192,518
Cranbrook Wealth Management, LLC bought101,359 101,359 People's United Financial, Inc. 84%30,712 5,751
Maxim Capital Management LLC 1,235%98,568 106,552 TRUE Private Wealth Advisors 92%30,640 2,755
Tillar-Wenstrup Advisors, LLC bought96,959 96,959 Linscomb & Williams, Inc. 77%30,403 9,261
SIGNATUREFD, LLC 178%95,581 149,184 MA Private Wealth 40%29,993 45,129
DUBUQUE BANK & TRUST CO 106%94,980 184,190 Multi-Financial Securities Corp 52%28,101 26,023
Ackerman Capital Advisors, LLC bought92,201 92,201 Private Wealth Advisors, LLC 28%27,550 69,313
Bragg Financial Advisors, Inc bought85,703 85,703 WADDELL & ASSOCIATES, LLC sold25,968 0
J.W. COLE ADVISORS, INC. bought84,545 84,545 FLOW TRADERS U.S. LLC sold25,412 0
Sawtooth Asset Management, Inc. bought81,813 81,813 Aveo Capital Partners, LLC sold24,031 0
PFS INVESTMENTS INC. bought81,241 81,241 J P MORGAN CHASE & CO 4%23,483 516,736
Foster Victor Wealth Advisors, LLC bought78,709 78,709 Benchmark Financial Wealth Advisors, LLC 45%22,650 27,224
COMERICA SECURITIES,INC. bought75,687 75,687 BURNEY CO/ sold20,138 0
SUNRISE PARTNERS LLC /CT bought72,503 72,503 HPM Partners LLC 19%20,069 84,645
Cornerstone Wealth Management, LLC bought70,705 70,705 TIEDEMANN WEALTH MANAGEMENT, LLC 77%19,688 5,952
Apollon Wealth Management, LLC 1,738%70,568 74,629 Berman Capital Advisors, LLC 23%19,682 65,622
N.E.W. Advisory Services LLC bought70,079 70,079 ZEKE CAPITAL ADVISORS, LLC 4%19,656 436,046
STEPHENS GROUP ASSET MANAGEMENT, LLC 14%68,846 572,460 Hefren-Tillotson, Inc. 8%19,416 210,822
TRUSTCORE FINANCIAL SERVICES, LLC 82%65,527 145,894 Avestar Capital, LLC sold18,898 0
Milestone Group, Inc. 87%64,858 139,372 Karp Capital Management Corp sold17,925 0
Tower Research Capital LLC bought64,276 64,276 Noven Financial Group, Inc. sold17,907 0
Regal Investment Advisors, LLC bought62,731 62,731 AdvicePeriod, LLC 8%17,379 194,853
TWO SIGMA INVESTMENTS LLC bought62,400 62,400 Certified Advisory Corp 24%16,446 51,928
Streettalk Advisors, LLC bought61,978 61,978 Venture Visionary Partners LLC 31%16,296 35,482
Altium Wealth Management LLC 98%61,785 124,725 Brookstone Capital Management 19%16,277 68,600
Bedell Investment Counselling bought60,872 60,872 Relaxing Retirement Coach 36%16,204 29,143
Demars Financial Group, LLC bought60,243 60,243 Sontag Advisory, LLC 47%16,052 17,790
Elm Partners Management LLC bought55,639 55,639 Laurel Wealth Advisors, Inc. 43%15,927 21,187
Simmons Bank bought55,504 55,504 NICOLET ADVISORY SERVICES, LLC 17%15,727 74,856
OHE FINANCIAL INC bought55,103 55,103 Pacitti Group Inc. 77%15,059 4,396
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 348%53,112 68,373 Steward Partners Investment Advisory, LLC 17%15,014 73,333
PRW Wealth Management LLC 1,349%48,537 52,134 OLD NATIONAL BANCORP /IN/ 30%14,542 34,332
Burns Wealth Management, Inc. 29%48,351 212,796 Neuberger Berman Group LLC 24%14,172 44,165
GREAT VALLEY ADVISOR GROUP, INC. bought47,603 47,603 CLS INVESTMENT FIRM, LLC 9%13,905 139,337
H&H Retirement Design & Management INC bought45,362 45,362 Private Advisor Group, LLC 2%13,853 717,850
Garde Capital, Inc. 7%45,209 708,970 Madden Advisory Services, Inc. 53%13,621 11,918
Cetera Investment Advisers 29%44,908 199,584 MV Capital Management, Inc. 50%13,559 13,454
Clearshares LLC bought44,772 44,772 Cornerstone Advisory, LLP sold12,525 0
QUEST INVESTMENT MANAGEMENT INC/OR bought44,418 44,418 Peninsula Wealth, LLC 3%12,331 420,901
Manning & Napier Group, LLC bought43,913 43,913 BESSEMER GROUP INC 17%12,323 60,773
TCF National Bank 182%43,207 66,992 Hartford Financial Management Inc. sold12,208 0
Unison Advisors LLC 233%41,803 59,777 DEUTSCHE BANK AG 30%12,160 28,579
PHILLIPS FINANCIAL MANAGEMENT, LLC bought41,793 41,793 Coconut Grove Bank 24%12,065 38,660
HRT FINANCIAL LLC bought41,558 41,558 V Wealth Management,LLC sold11,923 0
Covenant Multifamily Offices, LLC 1,284%40,335 43,476 Proficio Capital Partners LLC 52%11,903 10,802
Wealth Architects, LLC 34%39,751 156,793 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ sold11,846 0
Efficient Advisors, LLC bought39,338 39,338 Modera Wealth Management, LLC 6%11,804 184,688
NORTHERN TRUST CORP bought39,109 39,109 Janney Montgomery Scott LLC 7%11,549 153,138
Archford Capital Strategies, LLC 61%38,255 101,238 REED CONNER & BIRDWELL LLC sold10,932 0
BANK OF HAWAII 7%34,913 557,385 St. Louis Trust Co 67%10,826 5,408
PARK AVENUE SECURITIES LLC bought34,564 34,564 Integrated Advisors Network LLC 75%10,791 3,657
Independence Advisors, LLC 7%33,793 524,465 UNIONBANCAL CORP 15%10,664 60,575
CREATIVE FINANCIAL DESIGNS INC /ADV 58%32,115 87,352 Redhawk Wealth Advisors, Inc. 30%10,505 24,221
Salomon & Ludwin, LLC 4,226%31,904 32,659 Renaissance Technologies(Jim Simons) sold10,200 0
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC bought31,448 31,448 Bogart Wealth, LLC 95%9,917 497
Goss Wealth Management LLC 20%30,868 185,129 Clarius Group, LLC 20%9,462 37,988
Wellspring Financial Advisors, LLC 85%30,145 65,530 Aurora Private Wealth, Inc. 51%9,209 8,739
Advisory Services Network, LLC bought29,016 29,016 Kovack Advisors, Inc. 27%9,119 24,885
Pathstone Family Office, LLC bought28,717 28,717 RAYMOND JAMES & ASSOCIATES 1%9,112 1,089,221
Aurum Wealth Management Group, LLC 69%28,698 70,500 Trust Co of Kansas sold8,915 0
Cresset Asset Management, LLC bought28,597 28,597 Keystone Financial Group 11%8,888 75,533
M Holdings Securities, Inc. 44%28,576 94,215 Beaumont Financial Partners, LLC 22%8,821 32,120
Gemmer Asset Management LLC bought28,048 28,048 Keebeck Wealth Management, LLC 14%8,621 52,690
GFS Advisors, LLC bought27,250 27,250 FIRST AMERICAN TRUST CO 4%8,395 218,222
Stratos Wealth Partners, LTD. 27%26,994 126,230 ALPHASIMPLEX GROUP, LLC 43%8,003 10,738
Moisand Fitzgerald Tamayo, LLC bought26,662 26,662 LeJeune Puetz Investment Counsel LLC 27%7,849 21,537
Empirical Financial Services, LLC 16%26,178 186,113 Mirae Asset Global Investments Co., Ltd. 5%7,800 155,300
STRINGER ASSET MANAGEMENT, LLC bought24,997 24,997 Wealthstreet Investment Advisors, LLC 95%7,788 415
WOLVERINE TRADING, LLC bought24,900 24,900 FIERA SCEPTRE INC. 44%7,620 9,809
Global Financial Private Capital, LLC 9%24,883 290,953 Sigma Planning Corp 12%7,589 58,061
MONETA GROUP INVESTMENT ADVISORS INC 15%24,834 190,632 ROTHSCHILD INVESTMENT CORP /IL sold7,575 0
Ironsides Asset Advisors, LLC bought24,669 24,669 PagnatoKarp Partners LLC 26%7,380 20,514
Wilshire Associates Inc bought23,500 23,500 Nuveen Asset Management, LLC sold7,319 0
PrairieView Partners, LLC 5%23,446 468,895 LEVEL FOUR ADVISORY SERVICES, LLC sold7,052 0
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 22%23,365 131,093 Trexquant Investment LP sold6,835 0
Mutual Advisors, LLC bought23,151 23,151 One Wealth Advisors, LLC 58%6,833 4,921
Executive Wealth Management, LLC 633%22,528 26,088 Pure Financial Advisors, Inc. 6%6,710 111,600
AMI INVESTMENT MANAGEMENT INC bought21,887 21,887 Colorado Capital Management, Inc. 17%6,671 32,353
CBIZ Investment Advisory Services, LLC 2%21,831 1,417,125 CREDIT SUISSE/ 70%6,550 2,863
MERCER GLOBAL ADVISORS INC /ADV 5%20,764 470,143 Parallel Advisors, LLC 6%6,019 92,089
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV bought20,359 20,359 VISTA CAPITAL PARTNERS, INC. 1%5,954 1,040,637
Zions Bancorporation, N.A. bought20,268 20,268 Connecticut Wealth Management, LLC sold5,839 0
White Lighthouse Investment Management Inc. 38%19,475 71,165 BBVA USA BANCSHARES INC 33%5,763 11,552
Summit Trail Advisors, LLC 18%19,394 127,407 Gilbert & Cook, Inc. 21%5,645 21,151
55I, LLC 248%19,334 27,118 Stewardship Financial Advisors, LLC 15%5,399 30,379
Koshinski Asset Management, Inc. 25%18,954 93,308 Equity Investment Corp Acquisition Inc sold5,245 0
AE Wealth Management LLC 16%18,265 129,183 BancorpSouth Bank 29%5,100 12,391
Baystate Wealth Management LLC 4%17,354 469,328 Moors & Cabot, Inc. sold4,988 0
BERRY GROUP, LLC 42%16,825 56,788 Cutler Group LP 100%4,793 7
MERITAGE PORTFOLIO MANAGEMENT bought16,435 16,435 SlateStone Wealth, LLC 16%4,621 24,393
JANE STREET GROUP, LLC 69%16,425 40,121 Essex Savings Bank 58%4,584 3,353
Belpointe Asset Management LLC bought16,317 16,317 FIRST MANHATTAN CO 42%4,548 6,402
Probity Advisors, Inc. bought16,244 16,244 TRANSCEND WEALTH COLLECTIVE, LLC 25%4,515 13,808
Money Design Co.,Ltd. 4%16,023 375,288 Sequoia Financial Advisors, LLC sold4,484 0
Prospera Financial Services bought15,695 15,695 Semmax Financial Advisors Inc. 6%4,273 65,790
Clear Perspective Advisors, LLC bought15,683 15,683 HAMEL ASSOCIATES, INC. sold3,995 0
Amerivest Investment Management LLC 0%15,464 4,290,361 Jacobi Capital Management LLC 99%3,991 44
Rockbridge Investment Management, LCC bought15,284 15,284 Strategic Family Wealth Counselors, L.L.C. 38%3,988 6,384
BANK OF OKLAHOMA NATIONAL ASSOCIATION / bought14,947 14,947 Wealth Alliance 38%3,967 6,427
MILLENNIUM MANAGEMENT LLC bought14,926 14,926 Nelson, Van Denburg & Campbell Wealth Management Group, LLC 7%3,922 53,360
Integrated Investment Consultants, LLC 39%14,818 52,599 Meristem, LLP 26%3,905 10,970
Paul John Balson bought14,770 14,770 COLONY GROUP LLC 12%3,904 29,408
O'SHAUGHNESSY ASSET MANAGEMENT, LLC bought14,444 14,444 Wealth Quarterback LLC sold3,872 0
Affinity Capital Advisors, LLC 12%14,266 133,726 3D ASSET MANAGEMENT INC 1%3,856 367,624
HOWLAND CAPITAL MANAGEMENT INC bought14,175 14,175 Lutz Financial Services LLC 55%3,853 3,156
Financial Engines Advisors L.L.C. 88%14,039 30,082 Verdence Capital Advisors LLC 34%3,800 7,478
Pathway Financial Advisors LLC 7%13,719 217,927 Winfield Associates, Inc. 53%3,760 3,286
Rehmann Capital Advisory Group bought13,707 13,707 Hirtle Callaghan & Co Inc 1%3,720 351,821
OXFORD FINANCIAL GROUP LTD 4%13,484 338,069 Optas, LLC sold3,720 0
Private Advisory Group LLC 115%13,410 25,086 Sensible Financial Planning & Management, LLC. 21%3,706 13,814
Nachman Norwood & Parrott, Inc 42%13,293 45,321 Camden Capital, LLC sold3,693 0
BRONFMAN E.L. ROTHSCHILD, L.P. 55%13,040 36,620 Robertson Stephens Wealth Management, LLC sold3,667 0
GOLDMAN SACHS GROUP INC bought12,989 12,989 Black Diamond Financial, LLC 8%3,605 40,566
Golden State Wealth Management, LLC bought12,748 12,748 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1%3,555 414,184
SAGE FINANCIAL GROUP INC 4%12,340 313,449 Financial Advisors Network, Inc. 1%3,534 260,848
DIXON HUBARD FEINOUR & BROWN INC/VA bought11,877 11,877 GIRARD PARTNERS LTD. 6%3,475 58,491
Firestone Capital Management 37%11,766 43,305 NORTHWEST INVESTMENT COUNSELORS, LLC sold3,471 0
MARSHALL FINANCIAL GROUP INC /ADV 33%11,574 46,259 Fisher Asset Management, LLC(Kenneth L. Fisher) sold3,454 0
Stonehearth Capital Management, LLC bought11,469 11,469 Capital Bank & Trust Co sold3,303 0
JMG Financial Group, Ltd. 91%11,436 24,070 Parcion Private Wealth LLC sold3,303 0
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 21%11,434 66,049 We Are One Seven, LLC 14%3,286 19,553
Alera Investment Advisors, LLC bought11,387 11,387 PLANNING ALTERNATIVES LTD /ADV 5%3,231 62,219
Kore Private Wealth LLC bought11,334 11,334 Leicht Financial Planning & Wealth Management, Inc. sold3,127 0
Private Capital Group, LLC 5%11,304 255,169 Principle Wealth Partners LLC sold3,084 0
Brickley Wealth Management 3%10,968 419,067 HUNTINGTON NATIONAL BANK 10%3,029 27,422
MARINO, STRAM & ASSOCIATES LLC 16%10,565 77,559 Kuntz Lesher Capital LLC sold3,014 0
CITADEL ADVISORS LLC (Kenneth C. Griffin) bought10,400 10,400 IBERIABANK CORP 22%2,941 10,200
Warren Averett Asset Management, LLC 7%10,285 149,779 Bristlecone Advisors, LLC 30%2,917 6,706
VANGUARD GROUP INC bought9,392 9,392 PINNACLE FINANCIAL PARTNERS INC sold2,891 0
MITCHELL MCLEOD PUGH & WILLIAMS INC 131%9,245 16,303 FORTE CAPITAL LLC /ADV 2%2,856 125,877
FormulaFolio Investments, LLC bought9,234 9,234 Compton Wealth Advisory Group, LLC 5%2,823 52,261
Goldstein Munger & Associates 185%9,155 14,108 Hurlow Wealth Management Group, Inc. 11%2,823 22,741
ATHENA CAPITAL ADVISORS LLC bought9,054 9,054 Strategic Blueprint, LLC sold2,806 0
BENJAMIN F. EDWARDS & COMPANY, INC. 36%8,846 33,298 Krilogy Financial LLC sold2,737 0
NORTHSTAR WEALTH PARTNERS LLC bought8,697 8,697 TD Capital Management LLC 2%2,705 154,797
Barry Investment Advisors, LLC bought8,648 8,648 Soltis Investment Advisors LLC sold2,673 0
LPWM LLC 116%8,055 14,992 APPLETON PARTNERS INC/MA sold2,666 0
Outlook Wealth Advisors, LLC 219%8,046 11,721 IFP Advisors, Inc 10%2,652 23,881
Total Wealth Planning, LLC 4%7,720 201,319 BERKSHIRE ASSET MANAGEMENT INC/PA sold2,602 0
SOL Capital Management CO 17%7,582 52,225 Diversified Portfolios, Inc. 5%2,600 45,445
Cable Hill Partners, LLC 2%7,553 377,678 Capital Wealth Planning, LLC sold2,543 0
BANK OF MONTREAL /CAN/ 7%7,534 122,341 Valeo Financial Advisors, LLC 24%2,537 7,837
FIRST COMMONWEALTH FINANCIAL CORP /PA/ bought7,469 7,469 Veracity Capital LLC sold2,512 0
APCM Wealth Management for Individuals bought7,420 7,420 Banco Santander, S.A. 13%2,447 16,904
National Asset Management, Inc. 5%7,417 166,575 OSBORNE PARTNERS CAPITAL MANAGEMENT 5%2,351 49,797
Clear Creek Financial Management, LLC bought7,260 7,260 TAP Consulting, LLC 10%2,208 20,021
Tri-Star Advisors Inc. bought6,923 6,923 IHT Wealth Management, LLC 13%2,116 13,706
M&T BANK CORP 9%6,919 83,919 AIMZ Investment Advisors, LLC 20%2,099 8,194
Aspire Private Capital, LLC 9%6,749 80,492 BRADLEY FOSTER & SARGENT INC/CT sold2,063 0
LexAurum Advisors, LLC 133%6,682 11,705 Adviser Investments LLC 41%2,055 2,991
Capital Financial Planning, LLC 4%6,663 190,336 WALLER FINANCIAL PLANNING GROUP, INC 23%2,008 6,728
Abacus Planning Group, Inc. 52%6,385 18,599 KBC Group NV 9%2,000 19,500
Strategic Investment Advisors / MI 13%6,210 52,615 Paradigm Financial Advisors, LLC 3%1,976 73,517
TWO SIGMA ADVISERS, LLC bought6,200 6,200 Well Done, LLC 5%1,971 40,087
US BANCORP DE 2%6,130 257,269 Huber Financial Advisors, LLC sold1,923 0
Tortoise Investment Management, LLC 14%6,028 48,858 BLB&B Advisors, LLC 21%1,919 7,072
Doyle Wealth Management bought5,980 5,980 Global Strategic Investment Solutions, LLC 2%1,874 81,077
Intrua Financial, LLC bought5,973 5,973 Perigon Wealth Management, LLC 24%1,861 5,798
Strategic Wealth Advisors Group,Inc. 5%5,948 133,875 CANANDAIGUA NATIONAL BANK & TRUST CO sold1,838 0
Waterloo Capital, L.P. bought5,887 5,887 LS Investment Advisors, LLC 26%1,800 5,002
Symmetry Partner, LLC 3%5,710 170,042 AUA CAPITAL MANAGEMENT, LLC 14%1,783 11,257
CARY STREET PARTNER INVESTMENT ADVISORY LLC 33%5,618 22,507 tru Independence LLC sold1,779 0
Taylor, Cottrill, Erickson & Associates, Inc. 10%5,487 62,598 NOESIS CAPITAL MANGEMENT CORP sold1,776 0
Strategic Wealth Partners Group LLC 233%5,393 7,707 PROEQUITIES, INC. 2%1,701 95,147
Eudaimonia Partners, LLC 283%5,330 7,211 KCM INVESTMENT ADVISORS LLC 42%1,700 2,386
Mosaic Family Wealth, LLC 4%5,298 133,156 Merit Financial Group, LLC 14%1,652 10,487
SIGMA INVESTMENT COUNSELORS INC 7%5,239 76,112 PBWM Holdings, LLC 4%1,651 42,734
First Allied Advisory Services, Inc. 23%5,210 27,880 NWAM LLC 1%1,638 153,372
Wealth Alliance Advisory Group, LLC 5%5,204 105,357 VALLEY NATIONAL ADVISERS INC 97%1,625 50
H D Vest Advisory Services 3%5,192 180,698 Providence Capital Advisors, LLC sold1,621 0
MANAGED ACCOUNT SERVICES INC 6%4,993 88,290 SVA Plumb Wealth Management, LLC 2%1,603 75,253
GeoWealth Management, LLC bought4,976 4,976 PEAPACK GLADSTONE FINANCIAL CORP 21%1,593 6,051
Petix & Botte Co 102%4,788 9,483 AMERITAS INVESTMENT CORP 5%1,589 27,937
COZAD ASSET MANAGEMENT INC bought4,579 4,579 LWS Wealth Advisors, Inc. 31%1,545 3,406
R. W. Roge & Company, Inc. bought4,575 4,575 Raab & Moskowitz Asset Management LLC 20%1,538 6,269
FORT PITT CAPITAL GROUP, LLC bought4,559 4,559 Capital Investment Advisory Services, LLC 23%1,535 5,070
AMG National Trust Bank bought4,550 4,550 Advisors Capital Management, LLC 7%1,531 21,808
HENDERSON GROUP PLC bought4,499 4,499 THOROUGHBRED FINANCIAL SERVICES, LLC 39%1,516 2,370
ASPIRIANT, LLC 38%4,492 16,339 RDA Financial Network 12%1,511 11,061
WMS Partners, LLC bought4,490 4,490 Cypress Wealth Services, LLC 6%1,475 22,526
MADDEN SECURITIES Corp bought4,469 4,469 Shepherd Financial Partners LLC 20%1,457 5,838
Massey, Quick & Co., LLC 6%4,444 83,605 WEALTHSOURCE PARTNERS, LLC 12%1,454 10,693
Partnervest Advisory Services LLC 50%4,362 13,161 PACIFIC FINANCIAL GROUP INC 2%1,440 77,132
Edge Capital Group, LLC 34%4,321 17,121 Old North State Trust, LLC sold1,376 0
Pasadena Private Wealth, LLC 1%4,262 302,100 BRIGHTON JONES LLC 9%1,328 13,430
Comprehensive Portfolio Management, LLC bought4,252 4,252 Western Wealth Management, LLC 9%1,322 13,512
STALEY CAPITAL ADVISERS INC 5%4,225 82,952 SHINE INVESTMENT ADVISORY SERVICES INC 5%1,317 25,412
Gladstone Institutional Advisory LLC bought4,210 4,210 BP WEALTH MANAGEMENT, LLC 27%1,306 3,590
Windham Capital Management, LLC 4%4,089 120,315 Baker Ellis Asset Management LLC sold1,302 0
CALTON & ASSOCIATES, INC. 103%4,031 7,938 Center for Financial Planning, Inc. 24%1,273 4,044
Wealthquest Corp bought3,990 3,990 Corient Capital Partners, LLC 9%1,267 13,069
Live Oak Private Wealth LLC bought3,941 3,941 IEQ CAPITAL, LLC 20%1,263 4,951
Northstar Group, Inc. bought3,931 3,931 BALASA DINVERNO & FOLTZ LLC 20%1,255 4,940
J. Goldman & Co LP bought3,928 3,928 Johanson Financial Advisors, Inc. 4%1,228 27,874
Apella Capital, LLC 25%3,921 19,464 WAGNER CAPITAL MANAGEMENT CORP 16%1,224 6,228
First Heartland Consultants, Inc. 10%3,886 41,332 Kelman-Lazarov, Inc. 6%1,213 19,832
MASSMUTUAL TRUST CO FSB/ADV 817%3,855 4,327 Paragon Capital Management Ltd 2%1,206 58,813
FSA Wealth Management LLC bought3,780 3,780 Gradient Capital Advisors, LLC 26%1,183 3,430
Vestmark Advisory Solutions, Inc. 47%3,773 11,800 Capital Planning Advisors, LLC 2%1,173 51,030
Bishop & Co Investment Management, LLC 3%3,745 111,226 Hubbell Strickland Wealth Management, LLC 10%1,164 10,207
HALLMARK CAPITAL MANAGEMENT INC 72%3,672 8,785 PFG Financial Advisors 5%1,097 22,759
Kohmann Bosshard Financial Services, LLC bought3,663 3,663 Coastal Capital Group, Inc. 25%1,075 3,231
WESPAC Advisors, LLC bought3,663 3,663 NewFocus Financial Group, LLC 31%1,065 2,357
Yale Capital CORP 12%3,656 34,505 Lakeview Capital Partners, LLC 68%1,054 487
OPPENHEIMER ASSET MANAGEMENT INC bought3,566 3,566 L & S Advisors Inc 5%960 17,468
Paradigm Financial Partners, LLC bought3,552 3,552 CITIZENS FINANCIAL GROUP INC/RI 22%960 3,495
AlphaStar Capital Management, LLC 17%3,434 23,776 MORGAN DEMPSEY CAPITAL MANAGEMENT LLC sold952 0
BIDWELL C M & ASSOCIATES LTD/ bought3,423 3,423 Private Ocean, LLC 5%950 18,419
BTC Capital Management, Inc. 6%3,353 59,899 Paracle Advisors, LLC 4%911 21,721
Evanson Asset Management, LLC 21%3,340 19,422 Smith & Howard Wealth Management, LLC 2%898 39,353
Dorsey & Whitney Trust CO LLC 18%3,327 22,214 REGIONS FINANCIAL CORP 8%892 9,967
FOSTER & MOTLEY INC 141%3,241 5,534 Krasney Financial LLC 2%880 53,996
Filament LLC bought3,219 3,219 Parsec Financial Management, Inc. 13%871 6,085
ASSOCIATED BANC-CORP 7%3,076 47,132 Fortis Advisors, LLC sold850 0
MAI Wealth Advisors 67%3,063 7,662 RHS Financial, LLC 29%820 2,010
Ellevest, Inc. 17%3,037 20,945 Lion Street Advisors, LLC sold806 0
Hilltop Holdings Inc. 46%3,029 9,676 COMMERCE BANK N A/MO 2%779 31,077
ALLIANCEBERNSTEIN L.P. 6%2,961 56,591 MBE Wealth Management, LLC sold750 0
CPCM, LLC 33%2,930 11,774 SVB Wealth Advisory, Inc. 11%743 5,952
Towerpoint Wealth, LLC 3%2,817 96,744 Merriman Wealth Management, LLC 7%708 8,750
STATE STREET CORP 1%2,815 322,815 Blume Capital Management, Inc. sold700 0
ALPS ADVISERS INC 1%2,780 241,258 TIAA ENDOWMENT & PHILANTHROPIC SERVICES, LLC 8%698 7,787
AJ WEALTH STRATEGIES, LLC bought2,767 2,767 CVA Family Office, LLC 72%698 270
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ bought2,758 2,758 Great Lakes Retirement, Inc. 12%676 5,067
ERTS Wealth Advisors, LLC bought2,749 2,749 Evercore Wealth Management, LLC 6%673 9,729
BCJ Capital Management, LLC bought2,719 2,719 Versant Capital Management, Inc 11%669 5,674
Carl P. Sherr & Co., LLC bought2,680 2,680 Fiduciary Group LLC 22%663 2,344
CUTLER INVESTMENT COUNSEL LLC 10%2,670 29,169 Alexandria Capital, LLC 16%661 3,543
CONDOR CAPITAL MANAGEMENT 1%2,648 262,893 JOHNSON INVESTMENT COUNSEL INC 2%654 35,746
Global Retirement Partners, LLC 4%2,619 62,982 INTL FCSTONE INC. 2%653 31,931
Wall Street Access Asset Management, LLC 110%2,590 4,936 Wealthcare Advisory Partners LLC 8%639 7,532
YCMNET ADVISORS INC 10%2,544 27,186 Frisch Financial Group, Inc. 11%612 4,730
CWS Financial Advisors, LLC bought2,521 2,521 WRAPMANAGER INC 9%611 6,195
Blue Creek Investment Partners, LLC bought2,517 2,517 One Capital Management, LLC 19%605 2,641
NICOLET BANKSHARES INC 23%2,508 13,460 First Financial Bank, N.A. - Trust Division 2%574 26,200
GILL CAPITAL PARTNERS, LLC bought2,474 2,474 Oakmont Partners LLC 6%569 9,748
Resources Investment Advisors, Inc. 30%2,438 10,520 FINANCIAL LIFE ADVISORS 1%562 54,599
QUADRANT CAPITAL GROUP LLC bought2,421 2,421 Bedel Financial Consulting, Inc. 34%553 1,084
Disciplined Investments, LLC 49%2,415 7,367 Taylor Hoffman Wealth Management 3%542 16,216
PARAMETRIC PORTFOLIO ASSOCIATES 26%2,402 11,625 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7%542 7,234
TL Private Wealth 1%2,398 184,358 Stearns Financial Services Group 46%535 633
ROWLAND & CO INVESTMENT COUNSEL/ADV bought2,383 2,383 Baldrige Asset Management LLC 3%525 18,952
BADGLEY PHELPS & BELL INC bought2,379 2,379 TWIN CAPITAL MANAGEMENT INC 2%525 23,700
HBK Sorce Advisory LLC bought2,344 2,344 Leonard Rickey Investment Advisors P.L.L.C. 4%523 11,266
WIMMER ASSOCIATES 1, LLC bought2,285 2,285 Broadleaf Partners, LLC 6%518 7,544
MAINSTAY CAPITAL MANAGEMENT LLC /ADV bought2,258 2,258 Essex Financial Services, Inc. 5%512 9,975
CAPITAL ONE FINANCIAL CORP 26%2,246 10,971 NORTHWEST WEALTH MANAGEMENT, LLC 1%504 35,761
Kingfisher Capital LLC bought2,237 2,237 Homrich & Berg 4%492 13,055
MPS Loria Financial Planners, LLC bought2,227 2,227 QCI ASSET MANAGEMENT INC/NY sold487 0
Integrated Wealth Concepts LLC 8%2,221 28,486 GABLES CAPITAL MANAGEMENT INC. sold476 0
BINGHAM OSBORN & SCARBOROUGH LLC bought2,220 2,220 Ayalon Holdings Ltd. sold475 0
Rockefeller Capital Management L.P. 6%2,163 41,026 HOWE & RUSLING INC 11%467 3,968
Cascadia Advisory Services, LLC bought2,134 2,134 TNB Financial 10%461 4,004
Mackey Komara & Dankovich, LLC bought2,131 2,131 Plancorp, LLC 3%460 13,868
PUTNAM FL INVESTMENT MANAGEMENT CO bought2,130 2,130 HARVEST GROUP WEALTH MANAGEMENT, LLC 38%456 753
Bay Harbor Wealth Management, LLC 2%2,129 127,905 DIVIDEND GROWTH ADVISORS, LLC 10%450 3,939
PFG Advisors bought2,086 2,086 Capital Analysts, Inc. 93%429 34
American Investment Services, Inc. 2%2,061 104,362 OLD SECOND NATIONAL BANK OF AURORA 25%429 1,316
FLAGSHIP HARBOR ADVISORS, LLC 13%2,027 17,204 Pacifica Partners Inc. 37%400 686
Aprio Wealth Management, LLC bought2,019 2,019 Hoover Financial Advisors, Inc. 12%389 2,815
Investors Financial Group, LLC bought2,013 2,013 Ballentine, Finn & Company, Inc. 1%380 27,867
ENTERPRISE FINANCIAL SERVICES CORP bought1,908 1,908 Bremer Bank National Association 9%376 3,865
Stratos Wealth Advisors, LLC 295%1,858 2,487 Larson Financial Group LLC 5%364 7,605
BROWN ADVISORY HOLDINGS INC bought1,854 1,854 Foresight Wealth Management, LLC 5%357 6,543
Hanlon Investment Management, Inc. 6%1,832 32,756 Acropolis Investment Management, LLC 12%349 2,502
TWIN FOCUS CAPITAL PARTNERS, LLC 17%1,830 12,330 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 9%344 3,393
Beacon Pointe Advisors, LLC 4%1,830 53,611 Fusion Family Wealth LLC 22%344 1,248
JT Stratford LLC bought1,804 1,804 Good Life Advisors, LLC 7%343 4,676
BLUESTEIN R H & CO 51%1,760 5,217 PAX Financial Group, LLC 5%327 5,746
HAVERFORD TRUST CO 49%1,717 5,257 J. W. Coons Advisors, LLC 11%322 2,536
Sound View Wealth Advisors Group, LLC 8%1,700 23,711 Harwood Advisory Group, LLC sold320 0
Alpine Investment Management, LLC 50%1,655 4,964 Allred Capital Management, LLC 6%317 4,569
DERBY & COMPANY, INC 1%1,646 261,384 FRONTIER INVESTMENT MGMT CO 7%302 3,797
Tarbox Group, Inc. 81%1,625 3,624 FIDUCIARY TRUST CO 3%302 9,562
Relyea Zuckerberg Hanson LLC 3%1,579 55,749 BOENNING & SCATTERGOOD, INC. 9%299 2,891
Camelot Portfolios, LLC 9%1,576 19,917 Carnegie Capital Asset Management, LLC 8%295 3,454
Asset Planning Services, Ltd. 2%1,561 65,167 Cribstone Capital Management, LLC 17%293 1,430
REGENTATLANTIC CAPITAL LLC 14%1,541 12,673 WSFS CAPITAL MANAGEMENT, LLC 1%288 19,104
Cedar Brook Financial Partners, LLC 8%1,488 19,194 Carlson Capital Management 0%284 198,282
Traverso Chambers Private Wealth Management, LLC 4%1,479 38,557 CWM, LLC 4%281 6,007
Price Wealth Management, Inc. 128%1,459 2,602 FIRST NATIONAL TRUST CO 9%275 2,819
Estate Counselors, LLC bought1,450 1,450 Patton Albertson & Miller, LLC 7%275 3,939
Intellectus Partners, LLC 19%1,426 8,824 Personal Capital Advisors Corp 2%273 16,858
Dynamic Advisors Solutions LLC 53%1,417 4,096 BerganKDV Wealth Management, LLC 40%272 400
Nadler Financial Group, Inc. 0%1,403 309,250 Engrave Wealth Partners LLC 76%272 88
WAYNE HUMMER ASSET MANAGEMENT CO 8%1,403 18,218 PITTENGER & ANDERSON INC sold261 0
Kistler-Tiffany Companies, LLC 30%1,329 5,772 Resource Planning Group 3%252 8,638
Pensionmark Financial Group, LLC 20%1,315 7,881 UBS Group AG 46%250 297
F3Logic, LLC 1%1,267 89,421 Forefront Analytics, LLC 8%246 2,757
SALEM INVESTMENT COUNSELORS INC bought1,237 1,237 SPRENG CAPITAL MANAGEMENT, INC. 5%225 4,270
VERUS CAPITAL PARTNERS, LLC 12%1,221 11,794 Telos Capital Management, Inc. 9%225 2,331
Heartwood Wealth Advisors LLC 1%1,194 196,777 HC FINANCIAL ADVISORS INC sold213 0
Bridgeworth, LLC 28%1,180 5,430 EPG Wealth Management LLC 9%203 2,142
Emerald Investment Partners, LLC 32%1,176 4,908 Centerpoint Advisors, LLC 62%200 124
RDL FINANCIAL INC 8%1,134 14,694 ProVise Management Group, LLC 0%192 39,622
COUNTRY TRUST BANK 429%1,125 1,387 MEEDER ASSET MANAGEMENT INC sold190 0
Buckingham Asset Management, LLC 1%1,118 173,222 Capital Advisory Group Advisory Services, LLC sold180 0
Archer Investment Corp 96%1,107 2,261 AlphaMark Advisors, LLC 2%172 7,895
TRUEFG, LLC 1%1,094 167,786 FC Advisory LLC 3%171 6,036
Westside Investment Management, Inc. bought1,057 1,057 AdvisorNet Financial, Inc 1%164 20,893
Global Wealth Management Investment Advisory, Inc. 4%1,052 28,169 Zhang Financial LLC 1%163 23,180
Financial Network 0%1,049 228,567 TRUEWEALTH LLC 1%156 22,300
NEXT Financial Group, Inc 3%1,042 41,348 ROBERTS GLORE & CO INC /IL/ 2%155 8,422
IFG Advisory, LLC 4%1,006 26,813 DAVENPORT & CO LLC 0%154 89,670
Hanson Investment Management bought993 993 BOSTON FINANCIAL MANGEMENT INC /MA 13%150 1,007
Ironwood Investment Counsel, LLC 42%991 3,375 REDW Stanley Financial Advisors LLC 3%146 4,582
WEST BANCORPORATION INC 85%976 2,119 D L CARLSON INVESTMENT GROUP INC 6%135 2,317
CAPROCK Group, Inc. 5%956 20,794 Burleson & Company, LLC 1%134 15,574
BBK Capital Partners, LLC 23%928 4,962 DOWLING & YAHNKE INC 2%133 6,524
D.B. Root & Company, LLC 14%920 7,370 FARMERS & MERCHANTS INVESTMENTS INC 8%133 1,581
Pinnacle Bank 36%916 3,491 ARGI Investment Services, LLC 4%129 3,177
Financial Architects, Inc 37%903 3,354 Hartland & Co., LLC 48%124 134
Emerald Advisors, LLC 3%871 28,456 Marotta Asset Management 2%122 6,267
Opus Capital Group, LLC 1%861 99,949 JNBA Financial Advisors 3%109 3,736
Sonora Investment Management, LLC 402%844 1,054 GREENLEAF TRUST 2%103 5,351
Benchmark Wealth Management, LLC 2%835 37,732 Berkeley Capital Partners, LLC 2%102 4,939
UMB BANK N A/MO 5%834 17,952 CLIFFORD SWAN INVESTMENT COUNSEL LLC 2%100 5,499
CAPITAL WEALTH MANAGEMENT, LLC 1%825 139,812 Marquette Asset Management Inc. 9%95 998
Interactive Financial Advisors bought819 819 Prestige Wealth Management Group LLC 98%92 2
Atlas Private Wealth Advisors bought814 814 Summit Financial Strategies, Inc. 4%88 2,336
CARRET ASSET MANAGEMENT 4%802 20,604 MCF Advisors LLC 0%87 20,338
PRUDENTIAL CORP PLC 19%800 4,940 CENTAURUS FINANCIAL, INC. 1%82 14,407
Meridian Wealth Partners, LLC bought793 793 Ancora Advisors, LLC 6%81 1,208
Bath Savings Trust Co 22%756 4,139 Advisory Alpha, LLC sold79 0
Csenge Advisory Group 4%712 18,328 MCMILLION CAPITAL MANAGEMENT INC sold71 0
SECURITY NATIONAL TRUST CO bought710 710 ETRADE Capital Management LLC 54%71 61
TOCQUEVILLE ASSET MANAGEMENT LP 12%704 6,800 REILLY FINANCIAL ADVISORS, LLC 3%70 2,407
McIlrath & Eck, LLC bought703 703 MOTCO 3%68 2,180
FIRST NATIONAL BANK OF OMAHA 14%700 5,774 Bouchey Financial Group Ltd 1%66 4,910
CAROLINAS WEALTH CONSULTING LLC 3%698 22,268 LIBERTY WEALTH MANAGEMENT LLC 1%60 5,817
Regent Peak Wealth Advisors LLC 1%685 62,968 Willingdon Wealth Management sold60 0
Klingman & Associates, LLC 24%655 3,338 CX Institutional 47%60 67
Argent Trust Co 4%643 16,301 Financial Gravity Wealth, Inc. sold54 0
Enterprise Bank & Trust Co 27%637 2,986 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 18%50 225
United Bank 3%631 22,374 First Bank & Trust 7%45 619
Intersect Capital LLC 16%625 4,422 Winthrop Advisory Group LLC 1%43 3,229
Northwest Bancshares, Inc. 10%599 6,615 Stonebridge Capital Advisors LLC 62%41 25
Southern Wealth Management, LLP 1%590 41,495 RPG Investment Advisory, LLC 5%40 827
TOEWS CORP /ADV 6%585 10,802 Oakworth Capital, Inc. 3%35 1,258
Global Trust Asset Management, LLC 15%565 4,358 Sandy Spring Bank 1%35 4,379
STIFEL FINANCIAL CORP bought564 564 180 WEALTH ADVISORS, LLC 1%34 3,310
CULLEN FROST BANKERS INC 99%560 1,128 MOGY JOEL R INVESTMENT COUNSEL INC 1%30 5,495
Brand Asset Management Group, Inc. 388%540 679 Retirement Network 6%26 419
HOWARD WEALTH MANAGEMENT, LLC 4%522 14,892 Winslow, Evans & Crocker, Inc. 1%26 1,732
TOBIAS FINANCIAL ADVISORS, INC. 6%521 9,016 PBMares Wealth Management LLC 1%25 3,231
ELM ADVISORS, LLC 2%520 26,933 Wells Trecaso Financial Group, LLC 0%20 16,013
BRINKER CAPITAL INC 15%515 3,872 Institute for Wealth Management, LLC. 1%20 2,338
Bartlett & Co. LLC 3,367%505 520 TSFG, LLC 2%18 811
Capital Square, LLC bought505 505 Beacon Capital Management, Inc. sold18 0
HM PAYSON & CO bought503 503 HoyleCohen, LLC 0%16 34,652
Carroll Financial Associates, Inc. 4%487 13,750 Column Capital Advisors, LLC sold12 0
KFA Private Wealth Group, LLC 2%486 29,867 Covenant Asset Management, LLC 0%12 15,304
Savant Capital Management Inc 1%484 45,585 Diversified Trust Co 0%2 8,779
GOULD ASSET MANAGEMENT LLC /CA/ 4%480 11,450 SNS Financial Group, LLC no change 4,399
Plante Moran Financial Advisors Ltd Partnership 18%479 3,123 Legacy Private Trust Co. no change 3,425
DAVIDSON TRUST CO 3%479 17,120 ALPINE WOODS CAPITAL INVESTORS, LLC no change 4,902
TCI Wealth Advisors, Inc. 11%478 4,645 Essex Private Wealth Management, LLC no change 4,267
LAKE STREET FINANCIAL LLC 1%473 58,179 InterOcean Capital, LLC no change 3,630
WASHINGTON TRUST CO 43%473 1,573 Windsor Group LTD no change 3,447
Freestone Capital Holdings, LLC 4%472 12,394 Cordasco Financial Network no change 4,725
LEAVELL INVESTMENT MANAGEMENT, INC. 8%450 5,835 SG3 Management, LLC no change 3,600
Kingsview Wealth Management, LLC 4%440 11,535 Sunesis Advisors, LLC no change 4,436
CHESLEY TAFT & ASSOCIATES LLC/IL 9%425 4,967 Nikulski Financial, Inc. no change 3,593
HARBOR INVESTMENT ADVISORY, LLC 5%418 9,290 Affiance Financial, LLC no change 4,472
WEDBUSH MORGAN SECURITIES INC 11%395 3,893 Narwhal Capital Management no change 3,502
Baltimore-Washington Financial Advisors, Inc. 0%392 141,571 New England Private Wealth Advisors LLC no change 4,583
LifePlan Financial Group, Inc 1%386 26,904 Ferris Capital, LLC no change 4,413
E&G Advisors, LP 3%383 12,023 Trust Co no change 7,500
ERn Financial, LLC 3%380 13,701 UNITED BANK /VA/ no change 26,664
RAYMOND JAMES TRUST CO 5%377 8,230 SAWGRASS ASSET MANAGEMENT LLC no change 28,425
Windsor Capital Management, LLC 6%370 6,410 GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC no change 24,500
VIRIDIAN RIA, LLC 1%364 27,341 Capital Advisors, Ltd. LLC no change 19,019
Reitz Capital Advisors LLC bought325 325 Jackson Hole Capital Partners, LLC no change 17,764
Chicago Partners Investment Group LLC 0%318 65,062 SHEETS SMITH & ASSOCIATES INC no change 18,637
Newman Dignan & Sheerar, Inc. 2%312 16,138 Coe Capital Management, LLC no change 3,900
RFG Advisory Group, LLC 5%303 6,296 Hillcrest Wealth Advisors - NY, LLC no change 33,808
Triangle Securities Wealth Management 8%300 3,994 Baird Financial Group, Inc. no change 1,761
Detalus Advisors, LLC 7%294 4,682 TIAA, FSB no change 253
FIRST UNITED BANK TRUST/ 0%288 64,177 Change Path, LLC no change 151
OPPENHEIMER & CO INC 5%283 5,789 THRIVENT FINANCIAL FOR LUTHERANS no change 11,364
Patriot Financial Group Insurance Agency, LLC 6%263 4,411 Sullivan, Bruyette, Speros & Blaney, Inc. no change 51,136
ANDERSON FISHER LLC bought261 261 ROOF EIDAM & MAYCOCK/ADV no change 64,030
Financial Advocates Investment Management 0%260 86,841 CornerStone Partners LLC no change 16,910
Red Door Wealth Management, LLC 13%259 2,214 MayTech Global Investments, LLC no change 16,500
Summit Financial, LLC 0%256 263,805 SILVERCREST ASSET MANAGEMENT GROUP LLC no change 6,945
Campbell Wealth Management bought254 254 CRA Financial Services, LLC no change 6,962
DUNCKER STREETT & CO INC 6%253 4,147 FIRST NATIONAL CORP /MA/ /ADV no change 6,597
Legacy Bridge, LLC bought235 235 D'Orazio & Associates, Inc. no change 6,142
JJJ Advisors Inc. bought231 231 RETIREMENT INCOME SOLUTIONS, INC no change 5,221
Elevated Capital Advisors, LLC 1%213 24,852 Blue Zone Wealth Advisors, LLC no change 5,343
CULBERTSON A N & CO INC 1%210 16,002 Abbot Financial Management, Inc. no change 7,286
Coyle Financial Counsel, Inc. 0%207 88,573 Mathes Company, Inc. no change 3,112
Integrys Wealth Advisors LLC 4%205 5,810 Veritable, L.P. no change 12,872
MONECO Advisors, LLC 1%200 15,670 PIN OAK INVESTMENT ADVISORS INC no change 14,352
COURIER CAPITAL CORP 0%194 182,601 BCS Wealth Management no change 10,145
Capital Asset Advisory Services LLC 61%180 476 Columbus Macro, LLC no change 9,078
Newport Wealth Strategies, Inc. 5%170 3,540 Hochman Cole Investment Advisors, Inc. no change 8,284
Checchi Capital Advisers, LLC 5%167 3,385 LGL PARTNERS, LLC no change 8,321
ROPES WEALTH ADVISORS LLC 48%160 490 BEESE FULMER INVESTMENT MANAGEMENT, INC. no change 4,979
Lincoln Capital LLC 5%153 3,274 Parkside Financial Bank & Trust no change 2,448
WoodTrust Financial Corp 4%142 3,628 Norway Savings Bank no change 387
ST GERMAIN D J CO INC 3%138 5,235 Avondale Wealth Management no change 366
KEYBANK NATIONAL ASSOCIATION/OH 5%135 2,888 TRUST CO OF VERMONT no change 338
Aptus Capital Advisors, LLC 5%134 2,967 DELTA ASSET MANAGEMENT LLC/TN no change 400
Reynders McVeigh Capital Management, LLC 5%134 3,091 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA no change 1,510
SECURITY NATIONAL BANK OF SO DAK 5%130 2,520 Lehman & Derafelo Financial Resources LLC no change 514
FINANCIAL COUNSELORS INC 1%126 12,742 Joseph P. Lucia & Associates, LLC no change 510
Claro Advisors LLC 2%125 8,142 BENJAMIN EDWARDS INC no change 500
McNamara Financial Services, Inc. 5%122 2,764 1776 Wealth LLC no change 281
PINNACLE ASSOCIATES LTD 2%120 5,286 LAZARD ASSET MANAGEMENT LLC no change 2,050
Mayfair Advisory Group, LLC 2%113 6,281 Perennial Advisors, LLC no change 173
Capital Investment Advisors, LLC 3%107 3,852 Sowa Financial Group, Inc. no change 163
WETHERBY ASSET MANAGEMENT INC 1%101 8,751 Roble, Belko & Company, Inc no change 162
Filbrandt Wealth Management, LLC 4%94 2,253 PROFFITT & GOODSON INC no change 173
Marks Group Wealth Management, Inc 2%89 5,192 Farmers & Merchants Trust Co of Chambersburg PA no change 175
Arete Wealth Advisors, LLC 0%87 69,990 AllSquare Wealth Management LLC no change 203
NVWM, LLC bought79 79 BELLEVUE ASSET MANAGEMENT, LLC no change 200
Atlas Brown,Inc. 0%74 26,950 Canton Hathaway, LLC no change 515
Gradient Investments LLC 28%71 324 STRALEM & CO INC no change 535
Millburn Ridgefield Corp 49%68 206 Laurel Wealth Advisors LLC no change 803
Procyon Private Wealth Partners, LLC bought64 64 Cedar Mountain Advisors, LLC no change 755
TPG Financial Advisors, LLC 0%61 47,327 Ironwood Wealth Management, llc no change 1,270
Mokosak Advisory Group, LLC 0%59 33,397 Johnson Financial Group, Inc. no change 932
Meridian Wealth Advisors, LLC 2%59 2,866 Cornerstone Advisors, Inc. no change 1,250
NORTH STAR ASSET MANAGEMENT INC 0%59 11,960 Sterling Investment Advisors, Ltd. no change 1,162
Aevitas Wealth Management, Inc. 2%58 2,382 North Star Investment Management Corp. no change 1,155
TRADITION ASSET MANAGEMENT LLC 1%56 9,582 Sugarloaf Wealth Management, LLC no change 710
NORTHERN OAK CAPITAL MANAGEMENT INC 11%50 507 Litman Gregory Asset Management LLC no change 1,378
American Institute for Advanced Investment Management, LLP 2%50 3,348 Glassman Wealth Services no change 568
Valmark Advisers, Inc. 0%49 13,272 Barnett & Company, Inc. no change 557
Horan Securities, Inc. bought48 48 Front Row Advisors LLC no change 539
WP Advisors, LLC 1%40 4,536 Covington Capital Management no change 620
HWG Holdings LP bought37 37 BALLAST ADVISORS LLC no change 1,502
Key FInancial Inc 2%31 2,033 WHITTIER TRUST CO OF NEVADA INC no change 652
FCG ADVISORS, LLC 0%30 8,024 RESOURCES MANAGEMENT CORP /CT/ /ADV no change 643
LifeSteps Financial, Inc. 0%30 9,818 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) no change 156
GARLAND CAPITAL MANAGEMENT INC 1%30 5,069 S.A. Mason LLC no change 2,182
ENCORE BANK NA 1%27 4,062 Carolina Wealth Advisors, LLC no change 10
Union Bankshares Corp 1%26 2,892 First National Bank of Mount Dora, Trust Investment Services no change 2,408
Day & Ennis, LLC 1%23 4,432 GARRISON POINT ADVISORS, LLC no change 2,427
Alpha Cubed Investments, LLC 0%22 5,738 NWK Group, Inc. no change 16
Atlantic Trust Group, LLC 0%22 24,874 Sound Income Strategies, LLC no change 19
BDO Wealth Advisors, LLC 2%20 1,232 Summit Asset Management, LLC no change 2,331
Savior LLC 4%20 583 MANCHESTER FINANCIAL INC no change 21
BOYS ARNOLD & CO INC 0%19 4,532 Carmichael Hill & Associates, Inc. no change 1,214
Ellis Investment Partners, LLC 1%18 2,301 Weaver Consulting Group no change 2,511
Patriot Investment Management Inc. 0%18 6,587 CYPRESS CAPITAL MANAGEMENT LLC no change 2,804
Starfire Investment Advisers, Inc. 0%17 17,809 SeaCrest Wealth Management, LLC no change 2,808
Vectors Research Management, LLC bought17 17 SMITHFIELD TRUST CO no change 2,976
VAUGHAN AND COMPANY SECURITIES, INC. 28%15 68 GenWealth Group, Inc. no change 2,796
FMR LLC bought12 12 SCBT FINANCIAL CORP no change 2,687
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 0%11 3,589 FIRST BUSINESS FINANCIAL SERVICES, INC. no change 2,614
Stratford Consulting, LLC bought9 9 Cooper Financial Group no change 2,656
Meridian Wealth Management, LLC 0%6 7,281 Pflug Koory, LLC no change 40
Asset Dedication, LLC 1%4 741 INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV no change 2,300
Icon Wealth Partners, LLC 0%3 3,613 TOMPKINS FINANCIAL CORP no change 100
Tradewinds Capital Management, LLC 1%3 235 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC no change 100
Financial Advisory Service, Inc. 0%2 1,140 PEOPLES FINANCIAL SERVICES CORP. no change 100
Summit Investment Advisors, Inc. 0%2 619 Ambassador Advisors, LLC no change 101
WADE G W & INC 0%2 2,739 BALDWIN BROTHERS INC/MA no change 112
ABSOLUTE INVESTMENT MANAGEMENT LLC 1%2 258 M&R CAPITAL MANAGEMENT INC no change 124
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0%2 420 EVOKE WEALTH, LLC no change 2,240
Jackson, Grant Investment Advisers, Inc. 1%2 226 Sawyer & Company, Inc no change 100
PEKIN SINGER STRAUSS ASSET MANAGEMENT /IL 0%1 4,094 Eukles Asset Management no change 95
Winch Advisory Services, LLC 1%1 199 John W. Brooker & Co., CPAs no change 65
Landmark Financial Advisors, LLC 0%1 2,186 WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC no change 56
Transamerica Financial Advisors, Inc. bought1 1 Edge Wealth Management LLC no change 52
Selective Wealth Management 0%1 604 Lenox Wealth Advisors, Inc. no change 67
CFM WEALTH PARTNERS LLC no change 73
VeraBank, N.A. no change 2,264
Lowe fs, LLC no change 79
Apexium Financial, LP no change 3,011
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