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STOCK TICKER:
VANGUARD VALUE ETF   (ticker: VTV)
Institutions' Indicator :          Hold          (Click Here For Details)
INSTITUTIONS' Score: 50
0 100 50
Current Holdings: 304,379,441
Previous Holdings: 300,485,227
Change: 1.30%
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)
Amerivest Investment Management LLC 21%720,017 4,099,547 JONES FINANCIAL COMPANIES LLLP sold70,118,197 0
ZEKE CAPITAL ADVISORS, LLC 78%466,925 1,066,302 UBS Group AG 100%15,873,061 553
ROYAL BANK OF CANADA 17%423,804 2,988,759 TIAA, FSB 100%4,466,912 3,783
BANK OF AMERICA CORP /DE/ 1%371,730 71,507,375 WELLS FARGO & CO/MN 40%2,214,240 3,272,250
ENVESTNET ASSET MANAGEMENT INC 2%319,694 16,638,460 Angeles Investment Advisors, LLC sold590,500 0
Private Advisor Group, LLC 63%271,276 703,801 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 20%412,166 1,608,257
MERCER GLOBAL ADVISORS INC /ADV 98%215,303 434,124 MORGAN STANLEY 2%253,681 12,143,447
RAYMOND JAMES & ASSOCIATES 20%197,967 1,171,060 Windham Capital Management, LLC 50%193,569 191,236
GeoWealth Management, LLC bought185,506 185,506 THRIVENT FINANCIAL FOR LUTHERANS sold161,660 0
Wunderlich Securities, Inc. bought181,598 181,598 MACKENZIE FINANCIAL CORP 7%158,038 2,231,862
MONETA GROUP INVESTMENT ADVISORS INC 2,283%139,731 145,852 National Asset Management, Inc. 93%118,734 9,418
Private Wealth Advisors, LLC bought127,953 127,953 PROEQUITIES, INC. 78%115,537 32,208
LPL Financial CORP 3%124,746 4,783,213 NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 16%103,974 550,556
Advisor Group, Inc. 10%123,300 1,349,297 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10%95,230 899,024
ATRIA INVESTMENTS LLC bought123,219 123,219 Berman Capital Advisors, LLC sold90,946 0
EP Wealth Advisors, Inc. 5%117,605 2,683,693 Tower Research Capital LLC sold86,670 0
PARTNERS CAPITAL INVESTMENT GROUP, LLP 35%115,834 443,537 OLD NATIONAL BANCORP /IN/ 31%84,214 187,977
Bank of New York Mellon CORP 5%112,845 2,473,576 BANK OF MONTREAL /CAN/ 33%71,296 144,332
ETRADE Capital Management LLC 4%111,720 2,861,876 BLAIR WILLIAM & CO/IL 16%70,020 370,344
Private Capital Group, LLC 71%110,190 266,371 F3Logic, LLC 43%57,675 75,490
MERITAGE PORTFOLIO MANAGEMENT 1,941%102,596 107,883 HighTower Advisors, LLC 13%53,296 346,605
Polianta Ltd bought101,300 101,300 Stewardship Financial Advisors, LLC 41%51,507 75,518
J P MORGAN CHASE & CO 26%97,809 468,112 JANE STREET GROUP, LLC sold47,470 0
AMERIPRISE FINANCIAL INC 3%97,120 3,958,159 First Financial Bank, N.A. - Trust Division 28%47,177 120,113
Susquehanna International Group, LLP 74%92,498 217,897 CREDIT SUISSE/ 93%46,778 3,365
Mariner Wealth Advisors, LLC 12%86,077 780,848 FOUNDERS FINANCIAL SECURITIES LLC 27%40,119 110,528
Bedell Investment Counselling bought85,252 85,252 Silverleafe Capital Partners, LLC 49%39,714 40,713
Evolution Wealth Advisors, LLC bought82,871 82,871 MML INVESTORS SERVICES, LLC 7%38,695 518,688
SEI INVESTMENTS CO 3%64,875 2,049,824 CHEMICAL BANK 35%36,851 66,992
Certified Advisory Corp bought63,821 63,821 MANUFACTURERES LIFE INSURANCE CO 5%31,662 629,611
Hirtle Callaghan & Co Inc 13%61,323 533,748 WOLVERINE ASSET MANAGEMENT LLC sold29,811 0
HPM Partners LLC 89%59,368 126,364 Capital Planning Advisors, LLC 34%29,608 56,845
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 10%55,686 617,258 Ellevest, Inc. 81%29,471 6,897
Parallel Advisors, LLC 286%55,325 74,640 UNIONBANCAL CORP 27%28,019 74,144
SUNTRUST BANKS INC 10%52,769 599,134 LAKE STREET FINANCIAL LLC 37%27,610 47,691
Global Retirement Partners, LLC bought50,115 50,115 BARCLAYS PLC sold27,360 0
Global Strategic Investment Solutions, LLC bought48,789 48,789 Stratos Wealth Partners, LTD. 99%23,463 195
Elo Mutual Pension Insurance Co 97%48,700 98,700 AXA 5%21,100 376,601
Massey, Quick & Co., LLC bought47,994 47,994 AdvicePeriod, LLC 7%20,966 285,931
DAVIDSON D A & CO 1%43,528 4,632,976 FDx Advisors, Inc. 47%20,714 23,422
Weiss Multi-Strategy Advisers LLC bought42,300 42,300 VANGUARD GROUP INC 2%20,109 832,766
Raymond James Financial Services Advisors, Inc. 6%42,095 736,868 Integrated Investment Consultants, LLC 62%19,849 12,235
CITIGROUP INC 12%41,579 382,286 Horizon Investments, LLC/SC 30%19,713 46,497
COMMONWEALTH EQUITY SERVICES, LLC. 2%38,159 1,858,114 Modera Wealth Management, LLC 7%17,218 230,035
Morningstar Investment Services, Inc. 4%38,072 1,080,306 Cutler Group LP sold14,900 0
Advisory Services Network, LLC bought36,946 36,946 Miracle Mile Advisors, LLC 20%14,661 57,442
IFP Advisors, Inc bought35,001 35,001 ELEMENT POINTE ADVISORS, LLC 21%14,550 55,705
Mirae Asset Global Investments Co., Ltd. 43%34,000 113,400 Diversified Trust Co 72%13,694 5,285
Burns Wealth Management, Inc. 91%32,661 68,378 Neuberger Berman Group LLC 15%12,653 70,799
Garde Capital, Inc. 5%32,427 676,874 Feltz Wealth PLAN Inc. sold12,151 0
RIVERSEDGE ADVISORS, LLC bought31,442 31,442 MA Private Wealth 11%11,783 96,694
UNITED CAPITAL FINANCIAL ADVISERS,INC. 1%28,693 3,118,197 Coastal Capital Group, Inc. 9%11,435 122,144
Money Design Co.,Ltd. 12%27,733 259,497 TOEWS CORP /ADV sold10,966 0
Laurel Wealth Advisors, Inc. 207%26,184 38,861 Camelot Portfolios, LLC 78%10,500 2,984
TAP Consulting, LLC bought24,224 24,224 TWO SIGMA INVESTMENTS LLC 30%10,100 23,700
Independence Advisors, LLC 5%23,869 480,238 Elm Partners Management LLC 13%9,993 67,415
TCF National Bank bought23,513 23,513 Semmax Financial Advisors Inc. 13%9,923 68,310
Gemmer Asset Management LLC bought22,187 22,187 GV Capital Management 2%9,514 565,408
Proficio Capital Partners LLC bought21,985 21,985 Brio Consultants, LLC 7%8,654 115,441
Cresset Asset Management, LLC 169%21,432 34,097 Archford Capital Strategies, LLC 10%8,569 74,125
Creative Planning 7%20,870 316,096 FIRST UNITED BANK TRUST/ 13%8,176 55,842
WOODMONT INVESTMENT COUNSEL LLC 10%20,703 235,223 Brickley Wealth Management 2%8,053 395,745
Manchester Capital Management LLC 23%20,581 109,557 Lido Advisors, LLC 11%7,815 65,554
Baldrige Asset Management LLC bought20,480 20,480 CLS INVESTMENT FIRM, LLC 4%7,695 166,583
Segment Wealth Management, LLC 18%17,754 116,627 ING INVESTMENT MANAGEMENT LLC 1%6,423 1,157,898
CITADEL ADVISORS LLC (Kenneth C. Griffin) 215%17,475 25,610 Paragon Capital Management Ltd 9%6,065 59,237
Goss Wealth Management LLC 12%16,864 157,565 VISTA CAPITAL PARTNERS, INC. 1%6,046 1,039,128
PARK AVENUE SECURITIES LLC bought15,273 15,273 COURIER CAPITAL CORP 3%6,010 183,464
Dorsey & Whitney Trust CO LLC bought14,885 14,885 WADDELL & ASSOCIATES, LLC 2%5,863 326,217
Smith & Howard Wealth Management, LLC 172%14,674 23,196 Chevy Chase Trust Holdings, Inc. 73%5,442 2,000
Janney Montgomery Scott LLC 10%14,574 162,025 M&T BANK CORP 13%5,420 36,586
LADENBURG THALMANN FINANCIAL SERVICES INC 2%14,523 805,314 SAGE FINANCIAL GROUP INC 2%5,342 343,074
Carlson Capital Management 7%14,261 216,061 BURNEY CO/ 12%5,148 37,060
Covenant Multifamily Offices, LLC 444%13,419 16,442 MidWestOne Financial Group, Inc. sold5,127 0
WOLVERINE TRADING, LLC bought13,100 13,100 HENDERSON GROUP PLC 18%4,884 22,304
CUTLER INVESTMENT COUNSEL LLC 124%13,029 23,572 Benchmark Financial Wealth Advisors, LLC 8%4,607 51,411
Cypress Wealth Services, LLC 371%12,784 16,232 FIRST AMERICAN TRUST CO 2%4,470 227,593
Hubbell Strickland Wealth Management, LLC bought12,622 12,622 STRINGER ASSET MANAGEMENT, LLC 6%4,345 73,471
Gibson Capital Management, Ltd. bought12,591 12,591 Patten Group, Inc. 60%4,235 2,809
CENTRAL TRUST & INVESTMENT CO bought12,586 12,586 Karp Capital Management Corp 17%4,070 20,137
LINCOLN NATIONAL CORP 24%12,559 65,081 PLANNING ALTERNATIVES LTD /ADV 5%4,056 71,743
Brookstone Capital Management 17%12,490 86,062 WEALTHSOURCE PARTNERS, LLC 17%4,028 19,052
Keystone Financial Group 18%12,247 81,458 Kistler-Tiffany Companies, LLC 56%3,961 3,145
BB&T SECURITIES, LLC 4%12,223 297,841 Foresight Wealth Management, LLC 27%3,925 10,763
Hartford Financial Management Inc. bought12,208 12,208 People's United Financial, Inc. 12%3,866 28,505
FIFTH THIRD BANCORP 4%11,692 344,953 Clarius Group, LLC 7%3,861 49,246
Prospera Financial Services 281%11,642 15,785 Sound View Wealth Advisors Group, LLC 15%3,679 21,442
Csenge Advisory Group 412%11,319 14,068 Bridgeworth, LLC 43%3,678 4,804
Steward Partners Investment Advisory, LLC 15%11,306 86,672 Pathway Financial Advisors LLC 2%3,651 226,649
Sowell Financial Services LLC bought10,980 10,980 COLDSTREAM CAPITAL MANAGEMENT INC 2%3,517 210,753
AMERITAS INVESTMENT CORP 78%10,754 24,507 CWM, LLC 29%3,409 8,326
Change Path, LLC 6%10,398 179,763 Coyle Financial Counsel, Inc. 4%3,328 88,461
AE Wealth Management LLC 15%10,012 75,243 USAdvisors Wealth Management, LLC sold3,274 0
We Are One Seven, LLC 62%9,667 25,200 GLENMEDE TRUST CO NA 2%3,225 206,934
Warren Averett Asset Management, LLC 8%9,412 120,249 COLONY GROUP LLC 9%3,218 33,025
Forefront Analytics, LLC 67%9,324 23,196 Redhawk Wealth Advisors, Inc. 4%3,156 68,634
MILLENNIUM MANAGEMENT LLC bought9,323 9,323 Paradigm Financial Advisors, LLC 9%3,096 32,782
3D ASSET MANAGEMENT INC 2%9,074 386,637 Invesco Ltd. sold3,000 0
Parsec Financial Management, Inc. bought8,872 8,872 Cranbrook Wealth Management, LLC 3%2,914 108,932
Starfire Investment Advisers, Inc. 24%8,676 44,534 Efficient Advisors, LLC 7%2,904 39,404
Columbus Macro, LLC 152%8,500 14,078 Banco Santander, S.A. 15%2,871 16,419
American Financial Network Advisory Services LLC bought8,426 8,426 Blue Creek Investment Partners, LLC 34%2,818 5,388
Cable Hill Partners, LLC 2%7,874 386,719 Tortoise Investment Management, LLC 8%2,808 34,345
ROOF EIDAM & MAYCOCK/ADV 12%7,850 70,850 SOUTH TEXAS MONEY MANAGEMENT LTD 8%2,588 29,881
Waldron, LP 7%7,702 117,635 MISSION WEALTH MANAGEMENT, LLC 1%2,508 277,624
J. Goldman & Co LP bought7,678 7,678 Baltimore-Washington Financial Advisors, Inc. 2%2,484 146,198
Private Portfolio Partners LLC 6%7,296 125,656 Highland Private Wealth Management sold2,467 0
ROCKLAND TRUST CO bought7,293 7,293 Beacon Pointe Advisors, LLC 6%2,369 39,189
Savant Capital Management Inc 19%7,129 45,384 PRW Wealth Management LLC sold2,368 0
STEPHENS INC /AR/ 4%6,929 187,396 Jacobi Capital Management LLC 39%2,334 3,655
PARAMETRIC PORTFOLIO ASSOCIATES 250%6,897 9,658 TOCQUEVILLE ASSET MANAGEMENT LP sold2,284 0
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 15%6,776 51,785 Pure Financial Advisors, Inc. 2%2,281 105,000
Milestone Group, Inc. bought6,582 6,582 Capital Bank & Trust Co sold2,234 0
Clearshares LLC 17%6,484 43,640 TRUSTCORE FINANCIAL SERVICES, LLC 3%2,229 69,529
Nadler Financial Group, Inc. 2%6,451 292,945 NICOLET ADVISORY SERVICES, LLC 2%2,225 102,683
Strategic Wealth Advisors Group,Inc. 5%6,402 123,142 CB&T Wealth Management sold2,183 0
HoyleCohen, LLC 34%6,234 24,372 TRUSTMARK NATIONAL BANK TRUST DEPARTMENT sold2,134 0
M Holdings Securities, Inc. 37%6,185 23,101 Montecito Bank & Trust sold2,089 0
BLB&B Advisors, LLC bought6,161 6,161 WEATHERLY ASSET MANAGEMENT LP /ADV sold2,049 0
TIEDEMANN WEALTH MANAGEMENT, LLC 32%5,952 24,640 TWO SIGMA SECURITIES, LLC sold2,030 0
BBVA USA BANCSHARES INC 43%5,915 19,515 BancorpSouth Bank 8%2,000 23,591
DERBY & COMPANY, INC 3%5,791 224,089 Kalos Management, Inc. sold1,930 0
M&R CAPITAL MANAGEMENT INC 2,578%5,775 5,999 West Coast Financial LLC sold1,866 0
Moors & Cabot, Inc. bought5,386 5,386 Advisory Alpha, LLC 59%1,856 1,285
Strategic Investment Advisors / MI 17%5,379 36,972 PITCAIRN CO sold1,851 0
Financial Advisors Network, Inc. 3%5,351 216,176 McAdam, LLC sold1,833 0
NWAM LLC 4%5,351 139,464 Madden Advisory Services, Inc. 10%1,813 15,544
RFG Advisory Group, LLC bought5,310 5,310 FORTE CAPITAL LLC /ADV 2%1,743 87,054
Beacon Pointe Wealth Advisors, LLC 109%5,305 10,189 Hilltop Holdings Inc. 75%1,736 583
PERRITT CAPITAL MANAGEMENT INC bought5,255 5,255 Ballentine, Finn & Company, Inc. 6%1,701 28,394
CREATIVE FINANCIAL DESIGNS INC /ADV 14%5,231 42,417 O'Dell Group, LLC 13%1,641 11,054
Peninsula Wealth, LLC 1%5,205 434,945 Legacy Advisors, LLC sold1,575 0
CAPTRUST FINANCIAL ADVISORS 1%5,155 605,285 FNY Investment Advisers, LLC sold1,500 0
Community Financial Services Group, LLC 4%5,105 134,597 Institute for Wealth Management, LLC. 35%1,496 2,724
Bragg Financial Advisors, Inc 10%5,090 53,756 Mosaic Family Wealth, LLC 1%1,453 114,916
Total Wealth Planning, LLC 3%5,040 159,818 Regal Investment Advisors, LLC 3%1,453 50,521
First Allied Advisory Services, Inc. 20%5,039 29,779 BROWN ADVISORY HOLDINGS INC 2%1,432 86,875
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1%4,836 383,390 Focused Wealth Management, Inc 26%1,400 4,039
White Lighthouse Investment Management Inc. 15%4,773 36,406 YorkBridge Wealth Partners, LLC sold1,355 0
KCM INVESTMENT ADVISORS LLC bought4,742 4,742 Arete Wealth Advisors, LLC 12%1,292 9,505
DUBUQUE BANK & TRUST CO bought4,705 4,705 KEYBANK NATIONAL ASSOCIATION/OH 29%1,273 3,110
Bay Harbor Wealth Management, LLC 4%4,637 108,478 Kavar Capital Partners, LLC sold1,243 0
RAYMOND JAMES TRUST CO 132%4,601 8,078 UMB BANK N A/MO 7%1,223 15,220
Principle Wealth Partners LLC bought4,559 4,559 Krasney Financial LLC 2%1,221 58,150
TWO SIGMA ADVISERS, LLC bought4,400 4,400 MONECO Advisors, LLC 6%1,212 18,670
Meristem, LLP bought4,386 4,386 Aspire Private Capital, LLC 2%1,210 76,997
Magnus Financial Group LLC 5%4,269 94,960 Coconut Grove Bank 2%1,173 51,319
Capital Financial Planning, LLC 3%4,269 166,406 Chicago Partners Investment Group LLC 2%1,161 67,645
Financial Advocates Investment Management 9%4,144 50,857 Wealthfront Advisers LLC 19%1,146 4,900
COMMERCE BANK N A/MO 16%4,117 30,566 Affiance Financial, LLC 14%1,124 7,068
Voya Financial Advisors, Inc. 2%3,872 199,816 TWIN CAPITAL MANAGEMENT INC 4%1,120 23,780
CENTAURUS FINANCIAL, INC. 20%3,854 23,290 Wilshire Associates Inc 4%1,120 23,780
H D Vest Advisory Services 4%3,849 107,600 NORTHWEST WEALTH MANAGEMENT, LLC 4%1,116 29,585
AMI INVESTMENT MANAGEMENT INC 9%3,843 45,190 MCF Advisors LLC 5%1,111 21,376
THOROUGHBRED FINANCIAL SERVICES, LLC bought3,838 3,838 Adviser Investments LLC 17%1,089 5,347
PrairieView Partners, LLC 1%3,707 449,202 Venturi Wealth Management, LLC 45%1,085 1,352
Symmetry Partner, LLC 3%3,696 145,238 IFG Advisory, LLC 5%1,073 22,107
Day & Ennis, LLC 131%3,640 6,420 EVERGREEN CAPITAL MANAGEMENT LLC 1%1,026 123,019
SRS Capital Advisors, Inc. 3%3,525 129,088 REGENTATLANTIC CAPITAL LLC 8%1,011 11,416
Black Diamond Financial, LLC 9%3,486 42,826 FineMark National Bank & Trust 22%999 3,547
Kovack Advisors, Inc. 9%3,484 41,819 SIMPLEX TRADING, LLC sold961 0
Multi-Financial Securities Corp 6%3,446 63,068 Interactive Financial Advisors sold950 0
Partnervest Advisory Services LLC 92%3,396 7,088 WAGNER CAPITAL MANAGEMENT CORP 14%939 5,682
Sawtooth Asset Management, Inc. 12%3,345 32,029 Capital Wealth Planning, LLC 23%926 3,028
Taylor, Cottrill, Erickson & Associates, Inc. 7%3,345 53,091 Tillar-Wenstrup Advisors, LLC 4%910 19,841
Checchi Capital Advisers, LLC bought3,314 3,314 Pasadena Private Wealth, LLC 0%908 258,034
HIGHLAND CAPITAL MANAGEMENT CORP bought3,300 3,300 OLD SECOND NATIONAL BANK OF AURORA 34%905 1,745
Evercore Wealth Management, LLC 50%3,249 9,729 TRUE Private Wealth Advisors 2%891 35,522
NORTHERN TRUST CORP 6%3,205 55,918 Gladstone Institutional Advisory LLC 22%848 3,017
Renaissance Technologies(Jim Simons) 123%3,200 5,800 HAVERFORD TRUST CO 10%848 7,356
Executive Wealth Management, LLC bought3,171 3,171 Probity Advisors, Inc. 5%844 17,652
MARINO, STRAM & ASSOCIATES LLC 5%3,138 63,756 BRONFMAN E.L. ROTHSCHILD, L.P. 11%832 7,052
Compton Wealth Advisory Group, LLC 7%3,122 46,734 Buckley Wealth Management, LLC 22%826 3,000
Financial Network 2%3,114 196,657 Newman Dignan & Sheerar, Inc. 5%814 16,501
Lindbrook Capital, LLC bought3,109 3,109 Relaxing Retirement Coach 1%788 94,869
D L CARLSON INVESTMENT GROUP INC bought3,102 3,102 BP WEALTH MANAGEMENT, LLC 14%776 4,835
BLUESTEIN R H & CO bought3,087 3,087 Wealthquest Corp 17%748 3,735
Enterprise Bank & Trust Co bought3,027 3,027 Simmons Bank 1%737 51,350
Hayden Royal, LLC 64%3,020 7,736 ENCORE BANK NA 15%693 4,035
BESSEMER GROUP INC 6%3,018 56,128 JMG Financial Group, Ltd. 5%687 12,604
JOHNSON INVESTMENT COUNSEL INC 8%2,980 40,510 Unison Advisors LLC 4%665 17,044
SOL Capital Management CO 10%2,938 31,720 Sullivan, Bruyette, Speros & Blaney, Inc. 1%663 53,389
COMERICA SECURITIES,INC. 6%2,834 54,073 Lake Point Wealth Management sold660 0
L & S Advisors Inc 21%2,822 16,011 Clear Perspective Advisors, LLC 3%650 21,591
CYPRESS CAPITAL MANAGEMENT LLC bought2,804 2,804 Merriman Wealth Management, LLC 8%649 7,155
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 6%2,787 48,081 Vigilant Capital Management, LLC 62%646 400
InterOcean Capital, LLC 75%2,738 6,368 Bishop & Co Investment Management, LLC 1%640 105,504
Aveo Capital Partners, LLC 12%2,690 25,838 Private Ocean, LLC 3%620 22,205
BRINKER CAPITAL INC bought2,594 2,594 PRUDENTIAL CORP PLC 12%600 4,400
Robertson Stephens Wealth Management, LLC bought2,560 2,560 Colorado Capital Management, Inc. 1%586 51,476
Cetera Investment Advisers 2%2,550 106,204 Essex Savings Bank sold576 0
BRIDGER CAPITAL MANAGEMENT, LLC bought2,540 2,540 Allred Capital Management, LLC 7%540 6,770
Centric Wealth Management bought2,535 2,535 Empirical Financial Services, LLC 1%540 44,065
BANK OF HAWAII 0%2,474 551,210 MATHER GROUP, INC. 1%538 53,117
HBK Sorce Advisory LLC bought2,466 2,466 YCMNET ADVISORS INC 2%523 25,345
Cooper Financial Group 84%2,404 5,277 HUNTINGTON NATIONAL BANK 2%505 28,955
Integrated Wealth Concepts LLC 7%2,394 36,150 Heritage Trust Co 5%502 9,076
Acropolis Investment Management, LLC bought2,388 2,388 Relative Value Partners Group, LLC 0%500 112,386
Alexander Capital Management Group, LLC bought2,320 2,320 KBC Group NV 1%500 38,150
Well Done, LLC 15%2,315 17,286 Mackey Komara & Dankovich, LLC sold500 0
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 2%2,253 96,093 FINANCIAL LIFE ADVISORS 1%487 46,959
EVOKE WEALTH, LLC bought2,240 2,240 KLS Professional Advisors Group, LLC 9%478 4,835
Essex Financial Services, Inc. 38%2,208 8,059 Belvedere Advisors LLC 92%476 39
HALLMARK CAPITAL MANAGEMENT INC bought2,193 2,193 PRINCIPAL FINANCIAL GROUP INC 18%472 2,110
Kingfisher Capital LLC bought2,184 2,184 NORTHWEST INVESTMENT COUNSELORS, LLC 11%466 3,889
GIRARD PARTNERS LTD. 4%2,157 57,425 QUEST CAPITAL MANAGEMENT INC /ADV 1%459 41,281
GOLDMAN SACHS GROUP INC 33%2,153 8,604 OXFORD FINANCIAL GROUP LTD 2%455 29,243
American Investment Services, Inc. 3%2,146 77,036 CAPITAL WEALTH MANAGEMENT, LLC 0%450 141,344
Koshinski Asset Management, Inc. 26%2,102 10,301 Cedar Brook Financial Partners, LLC 3%430 12,919
OARSMAN CAPITAL, INC. bought2,101 2,101 PHILLIPS FINANCIAL MANAGEMENT, LLC 1%404 35,308
CULBERTSON A N & CO INC 25%2,100 10,609 Atlas Brown,Inc. 1%389 26,366
Bell Rock Capital LLC bought2,096 2,096 CWA Asset Management Group, LLC 14%387 2,445
Bath Savings Trust Co bought2,092 2,092 Old North State Trust, LLC 19%383 1,666
DDD Partners, LLC bought1,988 1,988 Moisand Fitzgerald Tamayo, LLC 4%371 8,913
CRA Financial Services, LLC 41%1,980 6,862 Truvestments Capital LLC 1%368 31,502
Fisher Asset Management, LLC(Kenneth L. Fisher) 51%1,978 5,887 Personal Capital Advisors Corp 2%363 16,613
Huber Financial Advisors, LLC bought1,978 1,978 Good Life Advisors, LLC 6%351 5,237
Glenview Trust Co bought1,951 1,951 ELM ADVISORS, LLC 1%325 26,375
Choate Investment Advisors bought1,945 1,945 Atlantic Trust Group, LLC 1%323 24,698
Rockefeller Capital Management L.P. 28%1,875 8,531 SHEETS SMITH & ASSOCIATES INC 2%287 18,637
Charles Schwab Trust Co bought1,852 1,852 Patriot Financial Group Insurance Agency, LLC 15%283 1,611
CPCM, LLC 21%1,829 10,376 TPG Financial Advisors, LLC 1%277 43,818
TRUST CO OF VIRGINIA /VA bought1,798 1,798 SeaCrest Wealth Management, LLC 6%273 4,021
TOWNSQUARE CAPITAL LLC bought1,766 1,766 TNB Financial 6%261 4,465
Cornerstone Wealth Management, LLC 2%1,725 74,523 WEDBUSH MORGAN SECURITIES INC 7%251 3,278
AlphaStar Capital Management, LLC 7%1,714 24,654 MOGY JOEL R INVESTMENT COUNSEL INC 4%250 5,525
VALLEY NATIONAL ADVISERS INC 3,250%1,625 1,675 Versant Capital Management, Inc 4%245 5,301
Stratos Wealth Advisors, LLC 42%1,608 5,402 Baird Financial Group, Inc. 1%245 21,091
Edge Capital Group, LLC 21%1,605 9,231 BTC Capital Management, Inc. 0%234 54,203
SeaBridge Investment Advisors LLC bought1,594 1,594 Financial Architects, Inc 9%234 2,449
RDL FINANCIAL INC 15%1,555 11,896 FC Advisory LLC 5%229 4,779
Paracle Advisors, LLC 6%1,508 25,397 Gilbert & Cook, Inc. 1%226 23,810
Covenant Asset Management, LLC 11%1,495 15,639 Narwhal Capital Management 6%225 3,802
Rice Partnership, LLC bought1,493 1,493 IHT Wealth Management, LLC 1%221 16,304
NORTHSTAR WEALTH PARTNERS LLC 17%1,465 10,000 Bristlecone Advisors, LLC 2%216 11,082
Beaumont Financial Partners, LLC 3%1,421 52,468 MOSELEY INVESTMENT MANAGEMENT INC 9%211 2,088
Hefren-Tillotson, Inc. 1%1,412 235,703 Opus Capital Group, LLC 0%210 98,344
BROWN BROTHERS HARRIMAN & CO 35%1,385 5,356 Laurel Wealth Advisors LLC 20%204 803
Wealth & Pension Services Group, Inc. 4%1,380 40,392 GARLAND CAPITAL MANAGEMENT INC 4%200 5,184
Intersect Capital LLC 52%1,328 3,905 Reynders McVeigh Capital Management, LLC 6%200 3,002
DOWLING & YAHNKE INC 23%1,321 7,168 DROMS STRAUSS ADVISORS INC /MO/ /ADV 2%196 11,731
CONDOR CAPITAL MANAGEMENT 1%1,281 163,688 Quad-Cities Investment Group, LLC 53%185 163
FLAGSHIP HARBOR ADVISORS, LLC 13%1,272 11,383 Coe Capital Management, LLC 3%185 5,220
DAVENPORT & CO LLC 2%1,271 70,419 TRADITION ASSET MANAGEMENT LLC 2%184 7,185
SIGNATUREFD, LLC 21%1,261 7,250 CX Institutional 64%181 104
LeJeune Puetz Investment Counsel LLC 5%1,251 27,510 Gierl Augustine Investment Management Inc sold181 0
SVA Plumb Wealth Management, LLC 2%1,227 80,469 WALLER FINANCIAL PLANNING GROUP, INC 2%180 11,459
Traynor Capital Management, Inc. 37%1,184 4,423 Outlook Wealth Advisors, LLC 1%167 18,208
Asset Planning Services, Ltd. 2%1,143 68,123 Hochman Cole Investment Advisors, Inc. 2%160 8,695
Leicht Financial Planning & Wealth Management, Inc. 20%1,142 6,871 Larson Financial Group LLC 2%153 7,839
Wealth Alliance Advisory Group, LLC 1%1,128 97,174 Kelman-Lazarov, Inc. 1%148 27,791
FIRST NATIONAL BANK OF OMAHA 35%1,111 4,249 BADGLEY PHELPS & BELL INC 5%136 2,560
HARVEST GROUP WEALTH MANAGEMENT, LLC 875%1,085 1,209 Sound Income Strategies, LLC 88%136 19
Western Wealth Management, LLC 12%1,036 9,402 US BANCORP DE 0%130 251,423
North Star Investment Management Corp. bought1,025 1,025 FIRST MANHATTAN CO 1%125 8,503
Westside Investment Management, Inc. bought1,022 1,022 AdvisorNet Financial, Inc 1%120 16,486
Towerpoint Wealth, LLC 1%1,020 106,518 HAMEL ASSOCIATES, INC. 1%120 9,490
CARRET ASSET MANAGEMENT 8%1,015 13,730 NEXT Financial Group, Inc 80%116 29
First Heartland Consultants, Inc. 3%1,015 39,271 Cribstone Capital Management, LLC 7%112 1,578
B & T Capital Management DBA Alpha Capital Management bought973 973 Kuntz Lesher Capital LLC 3%111 3,067
Strategic Family Wealth Counselors, L.L.C. 10%931 10,346 Millburn Ridgefield Corp 10%105 899
Valeo Financial Advisors, LLC 14%916 7,361 LifePlan Financial Group, Inc 0%104 27,157
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 11%912 9,447 ERTS Wealth Advisors, LLC 3%100 3,473
Financial Advantage, Inc. bought910 910 Trust Co 1%100 8,041
PFG Financial Advisors 4%903 25,840 Zhang Financial LLC 0%100 24,186
MYCIO WEALTH PARTNERS, LLC 2%871 47,647 Capital Advisors, Ltd. LLC 1%99 18,564
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 3%847 30,188 TD Capital Management LLC 0%95 172,758
Nikulski Financial, Inc. 27%835 3,875 Leonard Rickey Investment Advisors P.L.L.C. 1%94 11,578
Jentner Corp 23%833 4,519 Buckingham Asset Management, LLC 0%94 157,166
KCS Wealth Advisory bought816 816 Corient Capital Partners, LLC 1%90 13,781
Yale Capital CORP 3%800 28,391 Intellectus Partners, LLC 1%77 5,567
LEVEL FOUR ADVISORY SERVICES, LLC 12%791 7,581 Kore Private Wealth LLC 1%74 12,174
MANAGED ACCOUNT SERVICES INC 2%789 42,616 Personal Resources Investment & Strategic Management, Inc. 1%69 6,498
Global Financial Private Capital, LLC 0%784 320,631 WoodTrust Financial Corp 1%69 4,770
Altium Wealth Management LLC 6%769 14,162 PACIFIC FINANCIAL GROUP INC 1%64 6,455
Pinnacle Bank 42%761 2,581 Transamerica Financial Advisors, Inc. sold61 0
CAPROCK Group, Inc. 1%758 70,005 180 WEALTH ADVISORS, LLC 2%60 3,110
Mutual Advisors, LLC 6%750 14,341 Secrest Blakey & Associates, LLC 52%57 53
FRANKLIN RESOURCES INC 1%744 62,876 Alexandria Capital, LLC 1%54 4,702
ALLIANCEBERNSTEIN L.P. 2%742 43,331 KAYS FINANCIAL ADVISORY CORP /ADV 0%53 10,966
MEEDER ASSET MANAGEMENT INC bought720 720 Taylor Hoffman Wealth Management 0%52 19,722
Broadleaf Partners, LLC 10%706 7,622 OSBORNE PARTNERS CAPITAL MANAGEMENT 0%50 54,945
ASSOCIATED BANC-CORP 2%704 35,336 Twele Capital Management, Inc. 2%48 2,081
McIlrath & Eck, LLC bought703 703 Bogart Wealth, LLC 13%47 323
Winfield Associates, Inc. 12%700 6,405 Hanson McClain, Inc. 4%44 1,010
IBERIABANK CORP 8%693 9,359 Rehmann Capital Advisory Group 0%43 13,123
SCS Capital Management LLC 4%668 15,714 TCI Wealth Advisors, Inc. 1%41 4,046
Traverso Chambers Private Wealth Management, LLC 2%663 32,622 Raab & Moskowitz Asset Management LLC 0%40 8,066
WHITTIER TRUST CO OF NEVADA INC bought652 652 BerganKDV Wealth Management, LLC 5%39 672
RESOURCES MANAGEMENT CORP /CT/ /ADV bought643 643 Truepoint, Inc. 1%37 6,242
ALPS ADVISERS INC 0%635 256,713 AIMZ Investment Advisors, LLC 0%33 9,820
Connecticut Wealth Management, LLC 10%608 6,945 Asset Dedication, LLC 3%32 1,049
Global Wealth Management Investment Advisory, Inc. 2%606 25,567 REDW Stanley Financial Advisors LLC 1%32 4,197
Selective Wealth Management bought602 602 Shepherd Financial Partners LLC 1%31 2,242
Jacobsen Capital Management 2%601 35,371 Capital Investment Advisory Services, LLC 1%30 1,980
REILLY FINANCIAL ADVISORS, LLC 26%598 2,934 Capital Investment Advisors, LLC 1%30 3,200
DEUTSCHE BANK AG 0%589 443,222 Bremer Bank National Association 1%27 4,064
Aptus Capital Advisors, LLC bought574 574 NewFocus Financial Group, LLC 1%25 4,192
Robeco Investment Management, Inc. 139%562 965 MANCHESTER FINANCIAL INC sold21 0
Plancorp, LLC 4%559 13,228 Beacon Capital Management, Inc. sold21 0
Wealth Architects, LLC 1%557 84,036 E&G Advisors, LP 0%20 14,485
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 19%550 3,451 Berkeley Capital Partners, LLC 0%20 4,865
Merit Financial Group, LLC 5%536 10,870 United Bank 0%19 19,989
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 8%533 7,468 Surevest Inc. 1%19 2,531
JNBA Financial Advisors 12%530 4,930 Coastal Investment Advisors, Inc. sold19 0
PUTNAM FL INVESTMENT MANAGEMENT CO 24%528 2,754 Avestar Capital, LLC sold18 0
WP Advisors, LLC 13%520 4,544 Stonebridge Capital Advisors LLC 19%15 66
Streettalk Advisors, LLC 23%509 2,706 Frisch Financial Group, Inc. 0%11 4,833
KING LUTHER CAPITAL MANAGEMENT CORP 19%500 3,144 Icon Wealth Partners, LLC 0%3 7,065
Paragon Wealth Strategies, LLC 17%486 3,339 BENJAMIN EDWARDS INC no change 500
Cornerstone Advisory, LLP 6%482 7,945 GABLES CAPITAL MANAGEMENT INC. no change 476
STALEY CAPITAL ADVISERS INC 1%480 41,897 DELTA ASSET MANAGEMENT LLC/TN no change 473
Sunbelt Securities, Inc. 16%458 3,283 Glassman Wealth Services no change 568
CITIZENS FINANCIAL GROUP INC/RI 84%447 982 Canton Hathaway, LLC no change 515
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 0%440 150,029 Farmers National Bank no change 1,941
BRIGHTON JONES LLC 3%432 16,429 Front Row Advisors LLC no change 539
Capital Analysts, Inc. 76%427 990 FARMERS & MERCHANTS INVESTMENTS INC no change 1,359
Joseph P. Lucia & Associates, LLC 340%394 510 CULLEN FROST BANKERS INC no change 568
RMB Capital Management, LLC 20%385 2,356 Salomon & Ludwin, LLC no change 755
MAI Wealth Advisors 9%381 4,646 Stearns Financial Services Group no change 734
Sensible Financial Planning & Management, LLC. 2%370 20,102 First PREMIER Bank no change 842
Avondale Wealth Management bought366 366 Johnson Financial Group, Inc. no change 932
Paulson Wealth Management Inc. 6%365 6,403 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA no change 1,550
VIRIDIAN RIA, LLC 1%354 28,473 Marquette Asset Management Inc. no change 1,093
Hanson Investment Management 1%351 41,088 Cornerstone Advisors, Inc. no change 1,250
BALASA DINVERNO & FOLTZ LLC 6%346 6,092 First Bank & Trust no change 619
Golden State Wealth Management, LLC 5%340 6,938 HM PAYSON & CO no change 903
Financeware, Inc. bought329 329 Price Wealth Management, Inc. no change 641
ROPES WEALTH ADVISORS LLC 50%312 933 Ayalon Holdings Ltd. no change 650
Sigma Planning Corp 1%310 57,406 Oakworth Capital, Inc. no change 1,258
ENTERPRISE FINANCIAL SERVICES CORP 18%308 1,980 Betterment LLC no change 9,014,996
Heritage Wealth Advisors bought301 301 BALDWIN BROTHERS INC/MA no change 112
Telos Capital Management, Inc. 10%294 3,256 Prestige Wealth Management Group LLC no change 92
Ellis Investment Partners, LLC 15%291 2,247 Lowe fs, LLC no change 79
Financial Engines Advisors L.L.C. 4%290 6,738 MCMILLION CAPITAL MANAGEMENT INC no change 71
PagnatoKarp Partners LLC 1%290 29,634 PEOPLES FINANCIAL SERVICES CORP. no change 100
TRUEWEALTH LLC 1%280 23,551 BDO Wealth Advisors, LLC no change 102
NORTH STAR ASSET MANAGEMENT INC 2%277 13,449 Roble, Belko & Company, Inc no change 162
Balentine LLC bought274 274 Crewe Advisors LLC no change 160
Full Sail Capital, LLC 8%270 3,578 Financial Gravity Wealth, Inc. no change 157
Advisors Capital Management, LLC 2%262 12,127 Eukles Asset Management no change 66
Argent Trust Co 6%259 4,735 RPG Investment Advisory, LLC no change 61
GFS Advisors, LLC 1%254 29,439 STARR INTERNATIONAL CO INC no change 159,280
FIDUCIARY TRUST CO 4%250 6,496 ProVise Management Group, LLC no change 47,214
Gradient Investments LLC 475%242 293 QUEST INVESTMENT MANAGEMENT INC/OR no change 47,828
BOSTON ADVISORS LLC 10%241 2,605 WHITENER CAPITAL MANAGEMENT, INC. no change 31
BB&T CORP 0%239 196,411 Pflug Koory, LLC no change 40
Horan Capital Advisors, LLC. bought237 237 First Command Bank no change 53
Emerald Investment Partners, LLC 7%231 3,343 First Command Financial Services, Inc. no change 53
Doyle Wealth Management 4%229 5,404 PROFFITT & GOODSON INC no change 173
BENJAMIN F. EDWARDS & COMPANY, INC. 1%211 26,110 Farmers & Merchants Trust Co of Chambersburg PA no change 175
United Income, Inc. 3%204 8,157 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) no change 331
Oakmont Partners LLC 2%197 8,951 Centerpoint Advisors, LLC no change 324
Comprehensive Portfolio Management, LLC 7%197 3,205 SALEM INVESTMENT COUNSELORS INC no change 312
WRAPMANAGER INC 2%193 8,624 ADVANTAGE INVESTMENT MANAGEMENT, LLC no change 359
Garrett Wealth Advisory Group, LLC bought188 188 THOMPSON SIEGEL & WALMSLEY LLC no change 374
GREENLEAF TRUST 3%182 7,079 Barnett & Company, Inc. no change 465
LIBERTY WEALTH MANAGEMENT LLC 3%181 6,765 MASSMUTUAL TRUST CO FSB/ADV no change 427
Sequoia Financial Advisors, LLC 7%180 2,853 Strategic Wealth Partners, Ltd. no change 300
Newport Wealth Strategies, Inc. 7%177 2,667 Norway Savings Bank no change 289
ARGI Investment Services, LLC 6%175 3,263 Brand Asset Management Group, Inc. no change 240
Lenox Wealth Advisors, Inc. 248%166 233 Pathstone Family Office, LLC no change 220
Valmark Advisers, Inc. 8%162 2,203 AllSquare Wealth Management LLC no change 203
Meridian Wealth Management, LLC 2%157 7,379 COUNTRY TRUST BANK no change 262
Lourd Capital, LLC 5%156 3,180 CONTRAVISORY INVESTMENT MANAGEMENT, INC. no change 275
Plante Moran Financial Advisors Ltd Partnership 4%155 4,361 TRUST CO OF VERMONT no change 278
GREAT VALLEY ADVISOR GROUP, INC. 1%141 14,881 Sterling Investment Advisors, Ltd. no change 277
Johanson Financial Advisors, Inc. 1%139 25,364 MOTCO no change 470
USCA RIA LLC bought136 136 GARRISON POINT ADVISORS, LLC no change 2,527
Gerber Kawasaki Wealth & Investment Management 4%135 3,640 Cordasco Financial Network no change 4,850
Winslow, Evans & Crocker, Inc. 6%130 2,254 Goldstein Munger & Associates no change 4,953
BOURGEON CAPITAL MANAGEMENT LLC bought128 128 Stonehage Fleming Financial Services Holdings Ltd no change 2,366
FCG ADVISORS, LLC 2%123 7,229 LAKE STREET ADVISORS GROUP, LLC no change 4,663
Wealthcare Advisory Partners LLC 2%122 6,908 BEESE FULMER INVESTMENT MANAGEMENT, INC. no change 4,647
Nachman Norwood & Parrott, Inc 0%122 35,316 AJ WEALTH STRATEGIES, LLC no change 4,973
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 1%115 14,794 RETIREMENT INCOME SOLUTIONS, INC no change 5,221
SIGMA INVESTMENT COUNSELORS INC 3%114 4,026 BTIM Corp. no change 5,887
CALTON & ASSOCIATES, INC. 3%111 3,735 WETHERBY ASSET MANAGEMENT INC no change 6,050
Evensky & Katz, Inc. 1%105 8,820 Billeaud Capital Management, Inc. no change 5,611
Tarbox Group, Inc. 5%102 2,101 GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC no change 24,500
Pensionmark Financial Group, LLC 3%102 3,757 Ironsides Asset Advisors, LLC no change 24,669
Northstar Group, Inc. 3%102 3,987 Gradient Capital Advisors, LLC no change 4,636
Sawyer & Company, Inc bought100 100 LEAVELL INVESTMENT MANAGEMENT, INC. no change 4,580
Cascade Investment Advisors, Inc. bought100 100 Ironwood Wealth Management, llc no change 3,805
PEAPACK GLADSTONE FINANCIAL CORP 1%93 7,220 Patton Albertson & Miller, LLC no change 3,857
Carnegie Capital Asset Management, LLC 3%91 3,653 Filament LLC no change 3,687
HMS Capital Management, LLC bought91 91 SHINE INVESTMENT ADVISORY SERVICES INC no change 27,210
Parkside Financial Bank & Trust 4%86 2,020 Brown Advisory Securities, LLC no change 3,375
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2%83 4,158 Legacy Private Trust Co. no change 4,025
Crestwood Advisors LLC 3%82 2,449 FORT PITT CAPITAL GROUP, LLC no change 4,049
1 NORTH WEALTH SERVICES LLC bought77 77 SNS Financial Group, LLC no change 4,418
Vestmark Advisory Solutions, Inc. 1%74 12,123 Sunesis Advisors, LLC no change 4,436
PFG Advisors 3%64 2,243 DIVIDEND GROWTH ADVISORS, LLC no change 4,389
Permanens Capital L.P. 0%63 784,895 D'Orazio & Associates, Inc. no change 4,347
ROFFMAN MILLER ASSOCIATES INC /PA/ 1%63 8,001 PBWM Holdings, LLC no change 4,206
D.B. Root & Company, LLC 1%61 6,384 NICOLET BANKSHARES INC no change 6,085
Diversified Portfolios, Inc. 0%58 45,234 FIRST NATIONAL CORP /MA/ /ADV no change 6,597
Lincoln Capital LLC 3%56 2,131 HOWLAND CAPITAL MANAGEMENT INC no change 14,175
Evanson Asset Management, LLC 0%50 16,393 PIN OAK INVESTMENT ADVISORS INC no change 14,352
Barry Investment Advisors, LLC 2%50 2,277 WAYNE HUMMER ASSET MANAGEMENT CO no change 13,981
Abbot Financial Management, Inc. 1%50 6,956 AUA CAPITAL MANAGEMENT, LLC no change 13,781
HOWE & RUSLING INC 1%47 4,406 Homrich & Berg no change 13,483
Atlanta Capital Group 1%43 3,771 Wells Trecaso Financial Group, LLC no change 14,668
OPTIMUM INVESTMENT ADVISORS 14%40 327 Carroll Financial Associates, Inc. no change 15,975
New England Private Wealth Advisors LLC 1%40 4,908 Jackson Hole Capital Partners, LLC no change 17,764
Baystate Wealth Management LLC 1%39 3,667 FIERA SCEPTRE INC. no change 17,844
OPPENHEIMER & CO INC 1%36 4,454 WSFS CAPITAL MANAGEMENT, LLC no change 16,675
Prime Capital Investment Advisors, LLC 1%34 6,073 ALPHASIMPLEX GROUP, LLC no change 19,013
Patriot Investment Management Inc. 0%32 9,473 St. Louis Trust Co no change 16,234
Dynamic Advisors Solutions LLC 2%31 2,052 UNITED BANK /VA/ no change 22,015
Winthrop Advisory Group LLC 1%31 3,126 Freestone Capital Holdings, LLC no change 11,911
DUNCKER STREETT & CO INC 1%29 3,690 Veritable, L.P. no change 7,963
RDA Financial Network 0%29 11,363 LGL PARTNERS, LLC no change 8,321
SONATA CAPITAL GROUP INC 2%28 1,870 Northwest Bancshares, Inc. no change 7,678
FOSTER & MOTLEY INC 1%27 2,275 SILVERCREST ASSET MANAGEMENT GROUP LLC no change 6,861
GOULD ASSET MANAGEMENT LLC /CA/ 0%25 8,865 Hall Kathryn A. no change 6,615
MARSHALL FINANCIAL GROUP INC /ADV 0%23 16,790 FRONTIER INVESTMENT MGMT CO no change 8,420
ROTHSCHILD INVESTMENT CORP /IL 0%22 7,625 TIAA ENDOWMENT & PHILANTHROPIC SERVICES, LLC no change 8,500
Claraphi Advisory Network, LLC bought20 20 TWIN FOCUS CAPITAL PARTNERS, LLC no change 10,420
Aevitas Wealth Management, Inc. 0%18 3,683 FINANCIAL COUNSELORS INC no change 10,931
QCI ASSET MANAGEMENT INC/NY 3%16 577 FinTrust Capital Advisors, LLC no change 9,586
STIFEL FINANCIAL CORP 3%16 570 Zions Bancorporation, N.A. no change 22,421
BOYS ARNOLD & CO INC 1%16 2,860 ASPIRIANT, LLC no change 9,097
Windsor Capital Management, LLC 0%14 5,758 Mathes Company, Inc. no change 3,112
LexAurum Advisors, LLC 0%13 5,597 FIRST NATIONAL TRUST CO no change 3,094
Claro Advisors LLC 0%11 7,988 First Long Island Investors, LLC no change 2,000
Alpha Cubed Investments, LLC 0%11 6,712 MV Capital Management, Inc. no change 32,917
Vectors Research Management, LLC 32%11 45 McCutchen Group LLC no change 2,000
REGIONS FINANCIAL CORP 0%10 11,036 Bouchey Financial Group Ltd no change 1,971
Fortis Advisors, LLC 1%8 847 HT Partners LLC no change 1,968
BIDWELL C M & ASSOCIATES LTD/ 0%8 5,739 Foster Victor Wealth Advisors, LLC no change 2,006
Integrys Wealth Advisors LLC 0%7 5,595 MPS Loria Financial Planners, LLC no change 2,010
Landmark Financial Advisors, LLC 0%7 2,174 GenTrust, LLC no change 2,130
All Terrain Financial Advisors, LLC 0%7 1,880 SPINNAKER TRUST no change 2,145
Hurlow Wealth Management Group, Inc. 0%5 26,597 Ullmann Financial Group, Inc. no change 2,128
Sandy Spring Bank 0%5 4,741 Portland Global Advisors LLC no change 2,126
FMR LLC 67%4 10 Private Advisory Group LLC no change 2,094
Resource Planning Group 0%4 8,908 PINNACLE FINANCIAL PARTNERS INC no change 1,955
HOLDERNESS INVESTMENTS CO 0%4 6,000 Roundview Capital LLC no change 1,932
Hudock Moyer Wealth Resources, LLC 5%3 60 Fusion Family Wealth LLC no change 1,802
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0%3 1,103 WIMMER ASSOCIATES 1, LLC no change 1,835
Jackson, Grant Investment Advisers, Inc. 1%3 222 Stuart Chaussee & Associates, Inc. no change 1,700
Summit Investment Advisors, Inc. 0%3 612 Providence Capital Advisors, LLC no change 1,688
Lutz Financial Services LLC 0%3 4,846 Bedel Financial Consulting, Inc. no change 1,636
Guidant Wealth Advisors 0%2 2,598 CANANDAIGUA NATIONAL BANK & TRUST CO no change 1,838
C-J Advisory, Inc 0%2 6,812 Gateway Advisory, LLC no change 1,840
Tower View Investment Management & Research LLC 1%2 247 Sonora Investment Management, LLC no change 1,900
Winch Advisory Services, LLC 1%2 196 Van Cleef Asset Management,Inc no change 1,900
BINGHAM OSBORN & SCARBOROUGH LLC 0%1 2,217 LANDAAS & CO /WI /ADV no change 1,880
Fiduciary Group LLC 0%1 2,953 Quadrant Private Wealth Management, LLC no change 1,862
SYNOVUS FINANCIAL CORP 0%1 1,053 Wharton Business Group, LLC no change 1,858
PINNACLE ASSOCIATES LTD 0%1 3,679 PARSONS CAPITAL MANAGEMENT INC/RI no change 2,228
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV no change 2,300
Litman Gregory Asset Management LLC no change 2,648
Hillcrest Wealth Advisors - NY, LLC no change 31,278
SCBT FINANCIAL CORP no change 2,639
McNamara Financial Services, Inc. no change 2,618
GenWealth Group, Inc. no change 2,615
Wealthstreet Investment Advisors, LLC no change 715
Triangle Securities Wealth Management no change 2,738
BCJ Capital Management, LLC no change 29,415
Personal Wealth Partners no change 3,052
SMITHFIELD TRUST CO no change 2,976
TOMPKINS FINANCIAL CORP no change 2,951
SAWGRASS ASSET MANAGEMENT LLC no change 30,755
FIRST BUSINESS FINANCIAL SERVICES, INC. no change 2,614
BERKSHIRE ASSET MANAGEMENT INC/PA no change 2,602
MARIETTA INVESTMENT PARTNERS LLC no change 2,340
Wall Street Access Asset Management, LLC no change 2,346
Summit Financial Strategies, Inc. no change 2,336
One Capital Management, LLC no change 2,325
Summit Asset Management, LLC no change 2,313
BOENNING & SCATTERGOOD, INC. no change 2,395
First National Bank of Mount Dora, Trust Investment Services no change 2,408
X-Square Capital, LLC no change 2,592
Poehling Capital Management, LLC no change 2,600
Weaver Consulting Group no change 2,511
IMS Capital Management no change 2,510
Lakeview Capital Partners, LLC no change 2,456
Baker Ellis Asset Management LLC no change 1,578
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