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STOCK TICKER:
VANGUARD ST BOND ETF   (ticker: BSV)
Institutions's Holdings On The Stock
INSTITUTION/GURU    (click Current Holdings for holding history) Current Holdings
(link to holding history)
Previous
Holdings
Change Portfolio
Date
ENVESTNET ASSET MANAGEMENT INC 22,394,825 19,852,671 13% 2020-03-31
Beacon Capital Management, Inc. 9,360,010 755,718 1,139% 2020-03-31
WELLS FARGO & CO/MN 9,177,477 10,354,873 11% 2020-03-31
Personal Capital Advisors Corp 7,309,978 6,915,006 6% 2020-03-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,427,230 4,433,021 0% 2020-03-31
Amerivest Investment Management LLC 4,366,151 5,069,892 14% 2020-03-31
LPL Financial CORP 3,541,553 3,591,481 1% 2020-03-31
J P MORGAN CHASE & CO 3,189,506 3,065,092 4% 2020-03-31
UBS Group AG 24,725 2,901,698 99% 2020-03-31
Morningstar Investment Services, Inc. 2,259,940 2,351,733 4% 2020-03-31
Bank of New York Mellon CORP 2,077,175 1,844,331 13% 2020-03-31
COMMONWEALTH EQUITY SERVICES, LLC. 1,775,434 1,959,928 9% 2020-03-31
SMITHFIELD TRUST CO 1,647,953 1,509,588 9% 2020-03-31
RAYMOND JAMES & ASSOCIATES 1,490,743 496,023 201% 2020-03-31
Truepoint, Inc. 1,173,587 1,300,114 10% 2020-03-31
MERCER GLOBAL ADVISORS INC /ADV 1,115,334 945,881 18% 2020-03-31
DAVIDSON D A & CO 1,050,047 1,136,966 8% 2020-03-31
UNITED SERVICES AUTOMOBILE ASSOCIATION 978,241 1,148,228 15% 2020-03-31
Kuehl Shepherd Kozlowski & Associates,Inc. 933,306 945,358 1% 2020-03-31
Raymond James Financial Services Advisors, Inc. 908,882 893,024 2% 2020-03-31
Freestone Capital Holdings, LLC 783,710 674,637 16% 2020-03-31
TD Capital Management LLC 775,300 734,044 6% 2020-03-31
JONES FINANCIAL COMPANIES LLLP 734,559 879,019 16% 2020-03-31
Hapanowicz & Associates Financial Services, Inc 726,580 864,073 16% 2020-03-31
Adviser Investments LLC 711,009 667,308 7% 2020-03-31
Comprehensive Portfolio Management, LLC 677,838 687,061 1% 2020-03-31
IBERIABANK CORP 662,584 510,704 30% 2020-03-31
Janney Montgomery Scott LLC 613,808 491,853 25% 2020-03-31
Baird Financial Group, Inc. 51,182 0 New Buy 2020-03-31
NextCapital Advisers, Inc. 538,870 110,357 388% 2020-03-31
MML INVESTORS SERVICES, LLC 534,850 406,503 32% 2020-03-31
VICTORY CAPITAL MANAGEMENT INC 527,849 338,380 56% 2020-03-31
Fiduciary Group LLC 509,898 530,557 4% 2020-03-31
CAPTRUST FINANCIAL ADVISORS 491,026 0 New Buy 2020-03-31
Valmark Advisers, Inc. 475,057 393,936 21% 2020-03-31
Willow Creek Wealth Management Inc. 465,159 516,961 10% 2020-03-31
ETRADE Capital Management LLC 10,036 461,645 98% 2020-03-31
PrairieView Partners, LLC 408,886 404,926 1% 2020-03-31
HighTower Advisors, LLC 406,180 385,633 5% 2020-03-31
Diversified Portfolios, Inc. 404,860 376,492 8% 2020-03-31
Brickley Wealth Management 392,878 377,666 4% 2020-03-31
PBWM Holdings, LLC 388,373 86,842 347% 2020-03-31
PNC FINANCIAL SERVICES GROUP INC 52,801 53,378 1% 2020-03-31
US BANCORP DE 381,290 0 New Buy 2020-03-31
Mirae Asset Global Investments Co., Ltd. 378,195 92,285 310% 2020-03-31
Creative Planning 0 475,117 Sold Out 2020-03-31
MEEDER ASSET MANAGEMENT INC 46,385 15,561 198% 2020-03-31
Athanor Capital, LP 355,166 0 New Buy 2020-03-31
THRIVENT FINANCIAL FOR LUTHERANS 11,979 11,979 No Change 2020-03-31
FIFTH THIRD BANCORP 312,275 395,789 21% 2020-03-31
Wellesley Investment Partners, LLC 309,880 422,764 27% 2020-03-31
KWMG, LLC 309,875 311,040 0% 2020-03-31
CITIGROUP INC 308,093 320,370 4% 2020-03-31
CUTLER INVESTMENT COUNSEL LLC 303,879 302,578 0% 2020-03-31
Lutz Financial Services LLC 302,135 399,292 24% 2020-03-31
AMERITAS INVESTMENT CORP 300,368 3,458 8,586% 2020-03-31
Efficient Wealth Management LLC 298,420 5,017 5,848% 2020-03-31
JANE STREET GROUP, LLC 281,166 0 New Buy 2020-03-31
SG Americas Securities, LLC 277,400 4,000 6,835% 2020-03-31
Jentner Corp 268,631 271,436 1% 2020-03-31
PEAPACK GLADSTONE FINANCIAL CORP 0 235,046 Sold Out 2020-03-31
ALPS ADVISERS INC 265,139 610,068 57% 2020-03-31
LEAVELL INVESTMENT MANAGEMENT, INC. 261,053 261,390 0% 2020-03-31
Graves-Light Private Wealth Management, Inc. 243,798 209,471 16% 2020-03-31
Global Financial Private Capital, LLC 241,317 250,577 4% 2020-03-31
AdvicePeriod, LLC 238,026 273,187 13% 2020-03-31
M&T BANK CORP 221,819 0 New Buy 2020-03-31
Hanson McClain, Inc. 220,357 1,971 11,080% 2020-03-31
ANCHOR CAPITAL ADVISORS INC 215,230 327,696 34% 2020-03-31
BBVA USA BANCSHARES INC 210,859 221,669 5% 2020-03-31
Carlson Capital Management 210,695 230,127 8% 2020-03-31
HT Partners LLC 210,620 252,000 16% 2020-03-31
First Allied Advisory Services, Inc. 206,820 125,939 64% 2020-03-31
TIAA, FSB 586 586 No Change 2020-03-31
Matrix Trust Co 191,212 177,941 7% 2020-03-31
Arbor Investment Advisors, LLC 191,063 190,829 0% 2020-03-31
Private Advisor Group, LLC 188,581 142,538 32% 2020-03-31
TNB Financial 180,463 181,240 0% 2020-03-31
National Asset Management, Inc. 0 158,545 Sold Out 2020-03-31
Advisors Preferred, LLC 179,078 500 35,716% 2020-03-31
Capital Investment Advisors, LLC 178,578 177,513 1% 2020-03-31
Cambria Investment Management, L.P. 168,285 0 New Buy 2020-03-31
BURNEY CO/ 167,993 161,736 4% 2020-03-31
Affiance Financial, LLC 161,100 236,448 32% 2020-03-31
FIRST MERCANTILE TRUST CO 153,414 325,796 53% 2020-03-31
Camelot Portfolios, LLC 151,095 81,074 86% 2020-03-31
Goss Wealth Management LLC 146,464 124,524 18% 2020-03-31
Trilogy Capital Inc. 145,839 0 New Buy 2020-03-31
McCutchen Group LLC 137,553 211,506 35% 2020-03-31
Patriot Investment Management Inc. 133,812 136,787 2% 2020-03-31
Bay Harbor Wealth Management, LLC 133,607 133,070 0% 2020-03-31
Ancora Advisors, LLC 132,228 0 New Buy 2020-03-31
Symmetry Partner, LLC 127,731 97,432 31% 2020-03-31
NEXT Financial Group, Inc 90,417 32,351 179% 2020-03-31
COMMERCE BANK N A/MO 124,295 123,569 1% 2020-03-31
AE Wealth Management LLC 120,207 119,783 0% 2020-03-31
Highland Private Wealth Management 118,695 94,162 26% 2020-03-31
QUANTUM CAPITAL MANAGEMENT 117,571 116,000 1% 2020-03-31
Renaissance Technologies(Jim Simons) 114,800 119,800 4% 2020-03-31
Hikari Power Ltd 114,600 114,600 No Change 2020-03-31
Alexandria Capital, LLC 114,289 124,037 8% 2020-03-31
Parallel Advisors, LLC 113,301 123,410 8% 2020-03-31
CWM, LLC 112,067 3,923 2,757% 2020-03-31
Day & Ennis, LLC 111,082 112,785 2% 2020-03-31
Change Path, LLC 109,063 112,449 3% 2020-03-31
Eqis Capital Management, Inc. 107,008 105,774 1% 2020-03-31
Betterment LLC 101,612 88,984 14% 2020-03-31
Financial Network 101,374 87,560 16% 2020-03-31
White Lighthouse Investment Management Inc. 101,329 86,908 17% 2020-03-31
DEUTSCHE BANK AG 100,550 110,299 9% 2020-03-31
BANK OF MONTREAL /CAN/ 99,753 89,575 11% 2020-03-31
PROEQUITIES, INC. 99,674 95,033 5% 2020-03-31
Houlihan Financial Resource Group, Ltd. 93,479 92,810 1% 2020-03-31
Allen Investment Management LLC 91,716 83,725 10% 2020-03-31
Rathbone Brothers plc 91,597 75,382 22% 2020-03-31
C-J Advisory, Inc 91,134 114,205 20% 2020-03-31
Summit Wealth Group, LLC 90,565 83,148 9% 2020-03-31
Your Advocates Ltd., LLP 88,376 103,895 15% 2020-03-31
COLONY GROUP LLC 88,264 96,131 8% 2020-03-31
ST GERMAIN D J CO INC 87,737 87,737 No Change 2020-03-31
Modus Advisors, LLC 87,466 86,734 1% 2020-03-31
FineMark National Bank & Trust 87,212 76,602 14% 2020-03-31
KANAWHA CAPITAL MANAGEMENT LLC 86,792 82,832 5% 2020-03-31
OLD NATIONAL BANCORP /IN/ 86,324 89,454 3% 2020-03-31
ASSOCIATED BANC-CORP 86,044 94,895 9% 2020-03-31
WHITTIER TRUST CO 83,953 78,219 7% 2020-03-31
Brookstone Capital Management 83,172 94,817 12% 2020-03-31
NWAM LLC 82,679 82,989 0% 2020-03-31
ANDERSON FISHER LLC 80,927 93,709 14% 2020-03-31
LS Investment Advisors, LLC 80,500 100 80,400% 2020-03-31
Sowell Financial Services LLC 79,145 22,138 258% 2020-03-31
Evolution Wealth Advisors, LLC 78,651 78,846 0% 2020-03-31
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 78,002 71,091 10% 2020-03-31
Burleson & Company, LLC 77,522 74,138 5% 2020-03-31
Brio Consultants, LLC 75,553 75,899 0% 2020-03-31
FIRST HAWAIIAN BANK 74,631 67,691 10% 2020-03-31
Man Group plc 74,318 81,524 9% 2020-03-31
M Holdings Securities, Inc. 73,869 0 New Buy 2020-03-31
Baker Avenue Asset Management, LP 71,909 73,604 2% 2020-03-31
CHATHAM CAPITAL GROUP, INC. 70,935 81,130 13% 2020-03-31
Buckingham Asset Management, LLC 70,022 81,688 14% 2020-03-31
Beacon Pointe Advisors, LLC 69,478 26,430 163% 2020-03-31
Colorado Capital Management, Inc. 66,667 68,676 3% 2020-03-31
ProVise Management Group, LLC 65,341 68,819 5% 2020-03-31
HawsGoodwin Investment Management LLC 65,277 27,688 136% 2020-03-31
Bartlett & Co. LLC 64,738 0 New Buy 2020-03-31
Private Capital Group, LLC 64,356 61,711 4% 2020-03-31
Roundview Capital LLC 64,011 61,292 4% 2020-03-31
Penserra Capital Management LLC 62,175 0 New Buy 2020-03-31
Apella Capital, LLC 61,247 0 New Buy 2020-03-31
BLAIR WILLIAM & CO/IL 61,066 61,203 0% 2020-03-31
Multi-Financial Securities Corp 60,642 26,115 132% 2020-03-31
WHITTIER TRUST CO OF NEVADA INC 60,518 59,987 1% 2020-03-31
EisnerAmper Wealth Management Corporate Benefits, LLC 60,415 59,228 2% 2020-03-31
180 WEALTH ADVISORS, LLC 60,210 66,237 9% 2020-03-31
IFG Advisory, LLC 59,925 54,424 10% 2020-03-31
Fortis Advisors, LLC 59,738 15,431 287% 2020-03-31
SADOFF INVESTMENT MANAGEMENT LLC 59,174 61,414 4% 2020-03-31
DAVENPORT & CO LLC 58,439 231,771 75% 2020-03-31
Windsor Capital Management, LLC 57,323 56,693 1% 2020-03-31
FIRST AMERICAN TRUST CO 57,179 56,593 1% 2020-03-31
NICOLET ADVISORY SERVICES, LLC 57,159 30,182 89% 2020-03-31
Covington Capital Management 57,081 53,993 6% 2020-03-31
FAGAN ASSOCIATES, INC. 56,661 57,271 1% 2020-03-31
Alpine Investment Management, LLC 56,616 57,065 1% 2020-03-31
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 56,582 64,266 12% 2020-03-31
Baldrige Asset Management LLC 56,567 14,045 303% 2020-03-31
KINGS POINT CAPITAL MANAGEMENT 56,378 57,187 1% 2020-03-31
Resources Investment Advisors, Inc. 55,579 56,040 1% 2020-03-31
Karpus Management, Inc. 53,925 0 New Buy 2020-03-31
PARTNERS CAPITAL INVESTMENT GROUP, LLP 53,000 0 New Buy 2020-03-31
American Investment Services, Inc. 52,776 55,795 5% 2020-03-31
Aspire Private Capital, LLC 51,951 50,753 2% 2020-03-31
Calamos Wealth Management LLC 51,353 85,231 40% 2020-03-31
First Heartland Consultants, Inc. 51,261 52,500 2% 2020-03-31
Northstar Group, Inc. 50,855 45,090 13% 2020-03-31
UNIONBANCAL CORP 50,776 56,558 10% 2020-03-31
SYNOVUS FINANCIAL CORP 50,085 4,877 927% 2020-03-31
OPPENHEIMER ASSET MANAGEMENT INC 49,936 42,867 16% 2020-03-31
BENJAMIN F. EDWARDS & COMPANY, INC. 49,885 48,847 2% 2020-03-31
Banco Santander, S.A. 24,786 11,970 107% 2020-03-31
BANK OF HAWAII 46,964 51,572 9% 2020-03-31
OLD MISSION CAPITAL LLC 45,837 0 New Buy 2020-03-31
Semmax Financial Advisors Inc. 45,752 56,967 20% 2020-03-31
Bull Street Advisors, LLC 44,862 45,802 2% 2020-03-31
Ellevest, Inc. 19,121 11,014 74% 2020-03-31
Windham Capital Management, LLC 44,153 31,903 38% 2020-03-31
LAKE STREET ADVISORS GROUP, LLC 44,114 43,889 1% 2020-03-31
STALEY CAPITAL ADVISERS INC 44,019 43,919 0% 2020-03-31
Homrich & Berg 43,919 100,224 56% 2020-03-31
CULBERTSON A N & CO INC 43,295 44,170 2% 2020-03-31
NORTHWEST WEALTH MANAGEMENT, LLC 43,090 46,197 7% 2020-03-31
Cetera Investment Advisers 43,080 33,456 29% 2020-03-31
MANAGED ACCOUNT SERVICES INC 42,561 28,536 49% 2020-03-31
Evensky & Katz, Inc. 42,325 47,947 12% 2020-03-31
Pasadena Private Wealth, LLC 41,332 0 New Buy 2020-03-31
Regal Investment Advisors, LLC 40,888 59,833 32% 2020-03-31
BDO Wealth Advisors, LLC 40,525 41,125 1% 2020-03-31
New England Private Wealth Advisors LLC 40,111 37,866 6% 2020-03-31
AUA CAPITAL MANAGEMENT, LLC 39,959 40,022 0% 2020-03-31
Financial Advocates Investment Management 39,838 40,821 2% 2020-03-31
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 38,964 35,906 9% 2020-03-31
Puplava Financial Services, Inc. 38,925 33,568 16% 2020-03-31
REDW Stanley Financial Advisors LLC 38,898 42,309 8% 2020-03-31
Kingfisher Capital LLC 38,545 115,946 67% 2020-03-31
ALLIANCEBERNSTEIN L.P. 38,461 44,157 13% 2020-03-31
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 38,453 38,929 1% 2020-03-31
Strategic Investment Advisors / MI 38,318 33,221 15% 2020-03-31
CULLEN FROST BANKERS INC 1,060 1,060 No Change 2020-03-31
EATON VANCE MANAGEMENT 36,907 36,907 No Change 2020-03-31
Elevated Capital Advisors, LLC 36,734 6,188 494% 2020-03-31
Quantitative Advantage LLC 36,356 45,593 20% 2020-03-31
EVERETT HARRIS & CO /CA/ 36,275 27,930 30% 2020-03-31
CPCM, LLC 36,267 35,041 3% 2020-03-31
LAZARD ASSET MANAGEMENT LLC 35,779 35,779 No Change 2020-03-31
Coe Capital Management, LLC 35,560 38,192 7% 2020-03-31
SeaBridge Investment Advisors LLC 35,492 36,195 2% 2020-03-31
Parkside Financial Bank & Trust 35,379 41,350 14% 2020-03-31
WEDBUSH MORGAN SECURITIES INC 35,133 30,437 15% 2020-03-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 34,846 37,054 6% 2020-03-31
Blue Sky Asset Management, LLC 34,284 0 New Buy 2020-03-31
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 34,116 33,179 3% 2020-03-31
Clearshares LLC 34,103 33,241 3% 2020-03-31
Steward Partners Investment Advisory, LLC 34,101 39,734 14% 2020-03-31
CENTAURUS FINANCIAL, INC. 33,982 13,821 146% 2020-03-31
PACIFIC FINANCIAL GROUP INC 33,973 31,774 7% 2020-03-31
Callan Capital, LLC 33,755 33,867 0% 2020-03-31
Wela Strategies, LLC 33,679 37,655 11% 2020-03-31
JUNCTURE WEALTH STRATEGIES, LLC 33,321 31,545 6% 2020-03-31
PINNACLE FINANCIAL PARTNERS INC 33,214 35,840 7% 2020-03-31
CALTON & ASSOCIATES, INC. 33,016 30,810 7% 2020-03-31
Bank Julius Baer & Co. Ltd, Zurich 32,112 0 New Buy 2020-03-31
SVB Wealth Advisory, Inc. 32,000 32,539 2% 2020-03-31
BHK Investment Advisors, LLC 31,909 34,285 7% 2020-03-31
REGENTATLANTIC CAPITAL LLC 31,750 30,631 4% 2020-03-31
Empirical Financial Services, LLC 31,676 30,001 6% 2020-03-31
Aurum Wealth Management Group, LLC 31,438 28,589 10% 2020-03-31
Milestone Group, Inc. 31,243 14,965 109% 2020-03-31
Kingsview Wealth Management, LLC 30,985 2,669 1,061% 2020-03-31
CORBETT ROAD CAPITAL MANAGEMENT, LLC 29,428 42,717 31% 2020-03-31
Lakeview Capital Partners, LLC 29,258 24,952 17% 2020-03-31
Wealth Architects, LLC 28,528 28,448 0% 2020-03-31
ALPHA WINDWARD LLC 28,350 33,490 15% 2020-03-31
Savant Capital Management Inc 28,240 30,443 7% 2020-03-31
Sigma Planning Corp 28,172 28,810 2% 2020-03-31
Richard Bernstein Advisors LLC 27,927 65,774 58% 2020-03-31
WEBSTER BANK, N. A. 27,366 30,998 12% 2020-03-31
AlphaStar Capital Management, LLC 27,091 28,275 4% 2020-03-31
STEPHENS INC /AR/ 26,880 27,324 2% 2020-03-31
Budros, Ruhlin & Roe, Inc. 26,821 26,819 0% 2020-03-31
Insight Folios Inc 26,261 8,157 222% 2020-03-31
Stratos Wealth Partners, LTD. 26,179 30,293 14% 2020-03-31
LEVEL FOUR ADVISORY SERVICES, LLC 25,590 10,559 142% 2020-03-31
Evanson Asset Management, LLC 25,217 22,630 11% 2020-03-31
Koshinski Asset Management, Inc. 25,160 28,446 12% 2020-03-31
SCOTIA CAPITAL INC. 25,086 18,663 34% 2020-03-31
Plancorp, LLC 25,068 28,804 13% 2020-03-31
Integrated Wealth Concepts LLC 25,020 20,401 23% 2020-03-31
Ellenbecker Investment Group 24,846 28,143 12% 2020-03-31
SEIZERT CAPITAL PARTNERS, LLC 24,781 25,440 3% 2020-03-31
PROFFITT & GOODSON INC 24,781 23,723 4% 2020-03-31
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 24,377 23,876 2% 2020-03-31
Perigon Wealth Management, LLC 23,835 6,586 262% 2020-03-31
Rockefeller Capital Management L.P. 4,641 4,641 No Change 2020-03-31
LINCOLN NATIONAL CORP 23,811 19,385 23% 2020-03-31
Veritable, L.P. 23,491 23,640 1% 2020-03-31
StrongBox Wealth, LLC 23,383 0 New Buy 2020-03-31
Integrated Advisors Network LLC 23,353 25,553 9% 2020-03-31
Strategic Wealth Advisors Group,Inc. 22,768 22,561 1% 2020-03-31
Aries Wealth Management 22,586 12,274 84% 2020-03-31
LifeSteps Financial, Inc. 22,376 22,811 2% 2020-03-31
Gilbert & Cook, Inc. 22,251 25,937 14% 2020-03-31
Rosenberg Matthew Hamilton 22,198 0 New Buy 2020-03-31
PAPP L ROY & ASSOCIATES 22,045 19,676 12% 2020-03-31
DOWLING & YAHNKE INC 21,875 19,792 11% 2020-03-31
Global Wealth Management Investment Advisory, Inc. 21,787 21,191 3% 2020-03-31
tru Independence LLC 13,467 0 New Buy 2020-03-31
Samalin Investment Counsel, LLC 21,309 25,383 16% 2020-03-31
Johnson Financial Group, Inc. 21,180 3,767 462% 2020-03-31
WELCH & FORBES LLC 20,988 19,843 6% 2020-03-31
PDS Planning, Inc 20,871 0 New Buy 2020-03-31
GAMBLE JONES INVESTMENT COUNSEL 20,791 20,791 No Change 2020-03-31
RAYMOND JAMES TRUST CO 20,645 20,967 2% 2020-03-31
Chicago Wealth Management, Inc. 20,527 20,100 2% 2020-03-31
OPPENHEIMER & CO INC 20,289 18,195 12% 2020-03-31
INVESTMENT PARTNERS LTD /OH/ /ADV 20,221 15,414 31% 2020-03-31
Lionsbridge Wealth Management LLC 20,019 20,613 3% 2020-03-31
ALESCO ADVISORS LLC 20,005 20,650 3% 2020-03-31
Foothills Asset Management, Ltd. 19,966 15,913 25% 2020-03-31
Windsor Group LTD 19,601 6,677 194% 2020-03-31
Parsec Financial Management, Inc. 19,353 0 New Buy 2020-03-31
BOENNING & SCATTERGOOD, INC. 19,057 15,693 21% 2020-03-31
Slow Capital, Inc. 18,975 4,939 284% 2020-03-31
IEQ CAPITAL, LLC 18,790 0 New Buy 2020-03-31
Larson Financial Group LLC 18,774 21,331 12% 2020-03-31
FIRST CITIZENS BANK & TRUST CO 18,651 0 New Buy 2020-03-31
REGIONS FINANCIAL CORP 18,503 18,393 1% 2020-03-31
KING LUTHER CAPITAL MANAGEMENT CORP 18,490 32,815 44% 2020-03-31
Laurel Wealth Advisors, Inc. 18,193 17,007 7% 2020-03-31
KEYBANK NATIONAL ASSOCIATION/OH 18,103 21,244 15% 2020-03-31
PagnatoKarp Partners LLC 18,082 38,681 53% 2020-03-31
Disciplined Investments, LLC 17,990 0 New Buy 2020-03-31
TRUST CO OF VERMONT 17,796 9,163 94% 2020-03-31
CAPITAL CITY TRUST CO/FL 17,265 7,545 129% 2020-03-31
Pointe Capital Management LLC 17,179 18,174 5% 2020-03-31
SeaCrest Wealth Management, LLC 17,159 15,604 10% 2020-03-31
TRUSTCORE FINANCIAL SERVICES, LLC 17,102 15,821 8% 2020-03-31
Kovack Advisors, Inc. 17,089 19,621 13% 2020-03-31
EASTERN BANK 16,939 206,810 92% 2020-03-31
Atlantic Trust Group, LLC 16,474 13,233 24% 2020-03-31
SCBT FINANCIAL CORP 16,403 14,974 10% 2020-03-31
American Institute for Advanced Investment Management, LLP 16,326 16,756 3% 2020-03-31
Hillcrest Wealth Advisors - NY, LLC 16,303 18,303 11% 2020-03-31
Partnervest Advisory Services LLC 15,947 16,100 1% 2020-03-31
BLB&B Advisors, LLC 15,906 15,156 5% 2020-03-31
BRAVE ASSET MANAGEMENT INC 15,796 16,344 3% 2020-03-31
Mengis Capital Management, Inc. 15,748 15,938 1% 2020-03-31
55I, LLC 15,098 3,856 292% 2020-03-31
Godshalk Welsh Capital Management, Inc. 14,950 13,975 7% 2020-03-31
Stonehearth Capital Management, LLC 14,565 15,320 5% 2020-03-31
Paracle Advisors, LLC 14,445 0 New Buy 2020-03-31
Camden Capital, LLC 13,872 13,872 No Change 2020-03-31
Alhambra Investment Partners LLC 13,841 15,770 12% 2020-03-31
Swift Run Capital Management, LLC 13,800 0 New Buy 2020-03-31
FIRST NATIONAL BANK OF OMAHA 13,183 8,973 47% 2020-03-31
Massey, Quick & Co., LLC 13,180 410 3,115% 2020-03-31
Capital Wealth Planning, LLC 13,127 0 New Buy 2020-03-31
Gradient Capital Advisors, LLC 12,989 15,152 14% 2020-03-31
Johanson Financial Advisors, Inc. 12,949 1,271,918 99% 2020-03-31
Mosaic Family Wealth, LLC 12,849 13,066 2% 2020-03-31
UMB BANK N A/MO 12,806 14,371 11% 2020-03-31
Aureus Asset Management, LLC 12,565 12,565 No Change 2020-03-31
Garde Capital, Inc. 12,550 12,434 1% 2020-03-31
MITCHELL SINKLER & STARR/PA 12,500 12,500 No Change 2020-03-31
Western Wealth Management, LLC 12,319 12,706 3% 2020-03-31
Archford Capital Strategies, LLC 12,263 12,116 1% 2020-03-31
Community Bank, N.A. 12,084 12,124 0% 2020-03-31
CAROLINAS WEALTH CONSULTING LLC 11,972 0 New Buy 2020-03-31
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 11,947 0 New Buy 2020-03-31
JOHN G ULLMAN & ASSOCIATES INC 11,873 10,315 15% 2020-03-31
Secure Asset Management, LLC 11,602 11,406 2% 2020-03-31
ASPIRIANT, LLC 11,552 11,147 4% 2020-03-31
Carnegie Capital Asset Management, LLC 11,440 11,890 4% 2020-03-31
Dynamic Advisors Solutions LLC 11,426 13,428 15% 2020-03-31
Pensionmark Financial Group, LLC 11,281 5,131 120% 2020-03-31
IHT Wealth Management, LLC 11,222 11,148 1% 2020-03-31
WAGNER CAPITAL MANAGEMENT CORP 11,209 6,292 78% 2020-03-31
EP Wealth Advisors, Inc. 11,206 0 New Buy 2020-03-31
UNITED BANK /VA/ 11,072 11,181 1% 2020-03-31
Baker Ellis Asset Management LLC 11,000 14,300 23% 2020-03-31
Trinity Legacy Partners LLC 10,927 0 New Buy 2020-03-31
Paul A. Violich, Inc. 10,815 12,480 13% 2020-03-31
Retirement Planning Group 10,688 4,607 132% 2020-03-31
Zhang Financial LLC 10,585 6,578 61% 2020-03-31
PARK NATIONAL CORP /OH/ 10,325 10,237 1% 2020-03-31
Global Retirement Partners, LLC 10,314 8,858 16% 2020-03-31
Liberty Capital Management, Inc. 10,303 10,303 No Change 2020-03-31
Resource Planning Group 10,289 10,720 4% 2020-03-31
TRUEWEALTH LLC 10,266 9,608 7% 2020-03-31
Asset Management Group, Inc. 10,195 10,167 0% 2020-03-31
Heartwood Wealth Advisors LLC 10,193 257,752 96% 2020-03-31
Ashfield Capital Partners, LLC 10,026 10,176 1% 2020-03-31
BRIGHTON JONES LLC 10,007 9,062 10% 2020-03-31
Wallington Asset Management, LLC 9,816 0 New Buy 2020-03-31
Cornerstone Wealth Group, LLC 9,778 0 New Buy 2020-03-31
WEALTHSOURCE PARTNERS, LLC 9,727 12,777 24% 2020-03-31
MainStreet Investment Advisors LLC 9,638 9,798 2% 2020-03-31
LVW Advisors, LLC 9,611 12,843 25% 2020-03-31
Certified Advisory Corp 9,604 5,301 81% 2020-03-31
Confluence Wealth Management LLC 9,556 13,132 27% 2020-03-31
Lincoln Capital LLC 9,449 7,074 34% 2020-03-31
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 9,339 5,046 85% 2020-03-31
Karp Capital Management Corp 9,326 0 New Buy 2020-03-31
HOWARD FINANCIAL SERVICES, LTD. 9,314 11,915 22% 2020-03-31
EPG Wealth Management LLC 9,285 132 6,934% 2020-03-31
Annex Advisory Services, LLC 9,204 13,621 32% 2020-03-31
SigFig Wealth Management, LLC 9,202 2,540 262% 2020-03-31
EFG Asset Management (Americas) Corp. 9,097 19,398 53% 2020-03-31
Regent Peak Wealth Advisors LLC 9,088 9,949 9% 2020-03-31
BEACON INVESTMENT ADVISORY SERVICES, INC. 9,087 9,509 4% 2020-03-31
PHILADELPHIA TRUST CO 9,000 9,000 No Change 2020-03-31
Joel Isaacson & Co., LLC 8,975 8,963 0% 2020-03-31
Burns Wealth Management, Inc. 8,962 10,195 12% 2020-03-31
DELTA FINANCIAL ADVISORS LLC 8,957 12,536 29% 2020-03-31
MOSELEY INVESTMENT MANAGEMENT INC 8,907 8,277 8% 2020-03-31
NAPLES GLOBAL ADVISORS, LLC 8,780 8,335 5% 2020-03-31
MCMILLION CAPITAL MANAGEMENT INC 8,761 8,761 No Change 2020-03-31
Arkfeld Wealth Strategies, L.L.C. 8,705 13,830 37% 2020-03-31
JNB Advisors LLC 8,657 0 New Buy 2020-03-31
WASHBURN CAPITAL MANAGEMENT, INC. 8,637 8,987 4% 2020-03-31
Goelzer Investment Management, Inc. 8,602 8,602 No Change 2020-03-31
Americana Partners, LLC 8,594 0 New Buy 2020-03-31
Connecticut Wealth Management, LLC 8,354 8,998 7% 2020-03-31
Vista Wealth Management Group, LLC 8,274 9,029 8% 2020-03-31
PRINCIPAL FINANCIAL GROUP INC 8,270 7,693 8% 2020-03-31
A. D. Beadell Investment Counsel, Inc. 8,265 3,075 169% 2020-03-31
FCG ADVISORS, LLC 8,249 9,306 11% 2020-03-31
Argent Trust Co 8,234 12,103 32% 2020-03-31
ARLINGTON PARTNERS LLC 8,159 1,737 370% 2020-03-31
Private Wealth Group, LLC 8,119 15,575 48% 2020-03-31
Arden Trust Co 8,111 27,412 70% 2020-03-31
DUNCKER STREETT & CO INC 7,950 7,950 No Change 2020-03-31
Autus Asset Management, LLC 7,949 7,949 No Change 2020-03-31
Pennsylvania Trust Co 7,868 7,868 No Change 2020-03-31
TD ASSET MANAGEMENT INC 7,862 5,724 37% 2020-03-31
ELEMENT POINTE ADVISORS, LLC 7,757 7,757 No Change 2020-03-31
Krasney Financial LLC 7,746 8,156 5% 2020-03-31
Sequoia Financial Advisors, LLC 7,620 8,167 7% 2020-03-31
VEREDUS ASSET MANAGEMENT LLC 7,555 7,555 No Change 2020-03-31
BTIM Corp. 7,550 7,550 No Change 2020-03-31
Soltis Investment Advisors LLC 7,493 58,755 87% 2020-03-31
Intellectus Partners, LLC 7,473 8,393 11% 2020-03-31
TCF National Bank 7,458 7,502 1% 2020-03-31
Vestmark Advisory Solutions, Inc. 7,454 20,148 63% 2020-03-31
MASSMUTUAL TRUST CO FSB/ADV 7,389 0 New Buy 2020-03-31
Loudon Investment Management, LLC 7,285 6,685 9% 2020-03-31
Choate Investment Advisors 7,239 7,239 No Change 2020-03-31
Independence Advisors, LLC 7,232 2,062 251% 2020-03-31
HUNTINGTON NATIONAL BANK 7,228 9,783 26% 2020-03-31
BCS Wealth Management 7,201 7,336 2% 2020-03-31
BESSEMER GROUP INC 7,145 7,145 No Change 2020-03-31
Rock Point Advisors, LLC 7,055 6,970 1% 2020-03-31
American Research & Management Co. 7,040 7,040 No Change 2020-03-31
Chicago Partners Investment Group LLC 6,980 7,102 2% 2020-03-31
CLIFFORD SWAN INVESTMENT COUNSEL LLC 6,852 7,052 3% 2020-03-31
FLAGSHIP HARBOR ADVISORS, LLC 6,792 6,191 10% 2020-03-31
MONETA GROUP INVESTMENT ADVISORS INC 6,668 7,009 5% 2020-03-31
MERIDIAN INVESTMENT COUNSEL INC. 6,626 6,626 No Change 2020-03-31
Maxim Capital Management LLC 6,623 0 New Buy 2020-03-31
Mangham Associates,LLC 6,521 0 New Buy 2020-03-31
BRONFMAN E.L. ROTHSCHILD, L.P. 6,498 7,060 8% 2020-03-31
Sontag Advisory, LLC 6,498 0 New Buy 2020-03-31
PAX Financial Group, LLC 6,441 7,513 14% 2020-03-31
Portfolio Solutions 6,414 5,178 24% 2020-03-31
TFO-TDC, LLC 6,303 395 1,496% 2020-03-31
Smith & Howard Wealth Management, LLC 6,261 6,169 1% 2020-03-31
S.A. Mason LLC 6,213 5,758 8% 2020-03-31
TPG Financial Advisors, LLC 6,165 6,165 No Change 2020-03-31
AdvisorNet Financial, Inc 6,140 2,515 144% 2020-03-31
LBMC INVESTMENT ADVISORS, LLC 6,063 4,293 41% 2020-03-31
AYRSHIRE ASSOCIATES INC 6,042 6,042 No Change 2020-03-31
PINNACLE ASSOCIATES LTD 5,988 6,037 1% 2020-03-31
Manning & Napier Group, LLC 5,976 98,019 94% 2020-03-31
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 5,940 0 New Buy 2020-03-31
PERSONAL CFO SOLUTIONS, LLC 5,933 6,433 8% 2020-03-31
Stratford Consulting, LLC 5,907 5,892 0% 2020-03-31
Archer Investment Corp 106 7,433 99% 2020-03-31
ROOF EIDAM & MAYCOCK/ADV 5,880 5,880 No Change 2020-03-31
Strategic Investment Advisors, Inc 5,869 13,037 55% 2020-03-31
DAVIDSON TRUST CO 5,784 6,435 10% 2020-03-31
Patriot Financial Group Insurance Agency, LLC 5,760 3,777 53% 2020-03-31
Fisher Asset Management, LLC(Kenneth L. Fisher) 5,732 2,874 99% 2020-03-31
H D Vest Advisory Services 5,688 4,999 14% 2020-03-31
Ridgewood Investments LLC 5,649 6,226 9% 2020-03-31
Elgethun Capital Management 5,641 5,641 No Change 2020-03-31
Klingman & Associates, LLC 5,610 5,610 No Change 2020-03-31
TRUST CO OF VIRGINIA /VA 5,595 5,895 5% 2020-03-31
Newman Dignan & Sheerar, Inc. 5,534 5,516 0% 2020-03-31
Taylor, Cottrill, Erickson & Associates, Inc. 5,525 5,525 No Change 2020-03-31
Wolff Financial Management LLC 5,519 5,086 9% 2020-03-31
Busey Trust CO 5,485 5,511 0% 2020-03-31
McNaughton Wealth Management, LLC 5,415 4,274 27% 2020-03-31
IFP Advisors, Inc 5,401 5,587 3% 2020-03-31
Brown Advisory Securities, LLC 5,341 5,341 No Change 2020-03-31
Stratos Wealth Advisors, LLC 5,321 5,496 3% 2020-03-31
Bridgeworth, LLC 5,302 6,404 17% 2020-03-31
Fundamentun, LLC 5,051 4,692 8% 2020-03-31
Nadler Financial Group, Inc. 4,947 5,326 7% 2020-03-31
One Capital Management, LLC 4,772 0 New Buy 2020-03-31
Wall Street Access Asset Management, LLC 4,739 6,093 22% 2020-03-31
Capital Investment Advisory Services, LLC 4,738 0 New Buy 2020-03-31
OVERBROOK MANAGEMENT CORP 4,735 2,900 63% 2020-03-31
Cascade Investment Advisors, Inc. 4,715 5,400 13% 2020-03-31
WEITZ WALLACE R & CO(Wallace Weitz) 4,692 4,692 No Change 2020-03-31
Patten Group, Inc. 4,670 5,365 13% 2020-03-31
Financial Gravity Wealth, Inc. 4,629 10,021 54% 2020-03-31
REILLY FINANCIAL ADVISORS, LLC 4,435 4,435 No Change 2020-03-31
Kelman-Lazarov, Inc. 4,389 5,191 15% 2020-03-31
RDA Financial Network 4,352 4,377 1% 2020-03-31
Oakmont Partners LLC 4,328 6,874 37% 2020-03-31
NORTHWEST INVESTMENT COUNSELORS, LLC 4,305 4,305 No Change 2020-03-31
Investors Financial Group, LLC 4,286 4,329 1% 2020-03-31
DEARBORN PARTNERS LLC 4,276 7,310 42% 2020-03-31
JACOBSON & SCHMITT ADVISORS, LLC 4,275 4,457 4% 2020-03-31
Concorde Asset Management, LLC 4,274 0 New Buy 2020-03-31
Lion Street Advisors, LLC 4,264 4,164 2% 2020-03-31
Icon Wealth Partners, LLC 4,253 4,253 No Change 2020-03-31
Jacobi Capital Management LLC 4,233 4,115 3% 2020-03-31
Titus Wealth Management 4,188 4,188 No Change 2020-03-31
Meridian Wealth Management, LLC 4,170 3,947 6% 2020-03-31
Wealthcare Advisory Partners LLC 4,164 3,348 24% 2020-03-31
Horan Securities, Inc. 4,156 4,353 5% 2020-03-31
Parcion Private Wealth LLC 4,130 0 New Buy 2020-03-31
LPWM LLC 4,111 5,718 28% 2020-03-31
Capital Financial Planning, LLC 4,092 4,083 0% 2020-03-31
Beaumont Financial Partners, LLC 4,085 4,071 0% 2020-03-31
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 4,081 4,081 No Change 2020-03-31
Country Club Trust Company, n.a. 4,038 4,243 5% 2020-03-31
Bell Rock Capital LLC 4,004 3,944 2% 2020-03-31
Petix & Botte Co 3,962 4,546 13% 2020-03-31
Alpha Omega Wealth Management LLC 3,958 3,786 5% 2020-03-31
TIEDEMANN WEALTH MANAGEMENT, LLC 3,901 2,960 32% 2020-03-31
WOLVERINE TRADING, LLC 3,900 0 New Buy 2020-03-31
Linscomb & Williams, Inc. 3,895 2,541 53% 2020-03-31
CAMDEN NATIONAL BANK 3,891 4,008 3% 2020-03-31
Capital Advisory Group Advisory Services, LLC 2 0 New Buy 2020-03-31
EVOKE WEALTH, LLC 3,840 0 New Buy 2020-03-31
Bigelow Investment Advisors, LLC 3,823 3,868 1% 2020-03-31
SEI INVESTMENTS CO 3,789 3,050 24% 2020-03-31
Hoover Financial Advisors, Inc. 3,733 3,964 6% 2020-03-31
Gradient Investments LLC 3,727 2,862 30% 2020-03-31
CLEAR INVESTMENT RESEARCH, LLC 3,721 3,772 1% 2020-03-31
Spectrum Asset Management, Inc. (NB/CA) 3,650 0 New Buy 2020-03-31
FIRST NATIONAL CORP /MA/ /ADV 3,624 3,624 No Change 2020-03-31
JAMES INVESTMENT RESEARCH INC 3,620 3,620 No Change 2020-03-31
Claybrook Capital, LLC 3,600 4,300 16% 2020-03-31
SMITH CAPITAL MANAGEMENT INC /AR/ADV 3,525 0 New Buy 2020-03-31
Miracle Mile Advisors, LLC 3,518 3,850 9% 2020-03-31
Capital Asset Advisory Services LLC 3,509 7 50,029% 2020-03-31
MATRIX ASSET ADVISORS INC/NY 3,457 3,672 6% 2020-03-31
Addison Capital Co 3,454 3,454 No Change 2020-03-31
Schneider Downs Wealth Management Advisors, LP 3,426 3,710 8% 2020-03-31
Altavista Wealth Management, Inc. 3,360 0 New Buy 2020-03-31
Wealth Alliance Advisory Group, LLC 3,359 3,359 No Change 2020-03-31
Legacy Capital Partners, Inc. 3,315 3,517 6% 2020-03-31
CAPITAL ONE FINANCIAL CORP 3,314 0 New Buy 2020-03-31
Beacon Financial Advisory LLC 3,281 6,480 49% 2020-03-31
Rodgers Brothers Inc. 3,279 3,493 6% 2020-03-31
Veracity Capital LLC 3,228 0 New Buy 2020-03-31
FIRST MERCHANTS CORP 3,205 2,590 24% 2020-03-31
SONATA CAPITAL GROUP INC 3,190 3,190 No Change 2020-03-31
SPINNAKER TRUST 3,180 3,180 No Change 2020-03-31
Glassman Wealth Services 3,161 76 4,059% 2020-03-31
COURIER CAPITAL CORP 3,150 3,178 1% 2020-03-31
WADE G W & INC 3,112 3,102 0% 2020-03-31
Astoria Strategic Wealth, Inc. 3,108 3,830 19% 2020-03-31
Palisades Hudson Asset Management, L.P. 3,106 3,098 0% 2020-03-31
PFG Advisors 3,092 3,195 3% 2020-03-31
Brand Asset Management Group, Inc. 3,058 3,077 1% 2020-03-31
Austin Private Wealth, LLC 3,026 3,026 No Change 2020-03-31
Intersect Capital LLC 2,995 2,995 No Change 2020-03-31
LANDAAS & CO /WI /ADV 2,964 2,964 No Change 2020-03-31
FIERA SCEPTRE INC. 2,955 3,906 24% 2020-03-31
Fulton Breakefield Broenniman LLC 2,951 3,251 9% 2020-03-31
Coastal Investment Advisors, Inc. 0 1,168 Sold Out 2020-03-31
SNS Financial Group, LLC 2,917 0 New Buy 2020-03-31
Streettalk Advisors, LLC 2,897 3,278 12% 2020-03-31
Gibraltar Capital Management, Inc. 2,889 2,879 0% 2020-03-31
WESBANCO BANK INC 2,867 2,867 No Change 2020-03-31
Carroll Financial Associates, Inc. 2,799 3,347 16% 2020-03-31
Good Life Advisors, LLC 2,794 0 New Buy 2020-03-31
Front Row Advisors LLC 2,780 2,594 7% 2020-03-31
Integer Wealth Advisors Group LLC 2,765 2,764 0% 2020-03-31
BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,722 2,489 9% 2020-03-31
LIBERTY WEALTH MANAGEMENT LLC 2,704 2,793 3% 2020-03-31
BAINCO INTERNATIONAL INVESTORS 2,700 2,700 No Change 2020-03-31
MONECO Advisors, LLC 2,700 2,692 0% 2020-03-31
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 2,682 2,682 No Change 2020-03-31
WESTWOOD HOLDINGS GROUP INC 2,678 110 2,335% 2020-03-31
Alpha Cubed Investments, LLC 2,678 7,510 64% 2020-03-31
BINGHAM OSBORN & SCARBOROUGH LLC 2,673 2,671 0% 2020-03-31
COLTON GROOME FINANCIAL ADVISORS, LLC 2,647 2,548 4% 2020-03-31
Acorn Wealth Advisors, LLC 2,637 3,287 20% 2020-03-31
FIRST MANHATTAN CO 2,590 2,402 8% 2020-03-31
F3Logic, LLC 2,586 2,578 0% 2020-03-31
JJJ Advisors Inc. 2,582 2,582 No Change 2020-03-31
GUYASUTA INVESTMENT ADVISORS INC 2,570 0 New Buy 2020-03-31
Lido Advisors, LLC 2,533 6,332 60% 2020-03-31
Main Management LLC 2,517 6,238 60% 2020-03-31
Granite Investment Advisors, Inc. 2,511 2,536 1% 2020-03-31
LYELL WEALTH MANAGEMENT, LP 2,503 2,503 No Change 2020-03-31
Horizon Investment Services, LLC 2,498 2,631 5% 2020-03-31
BKD Wealth Advisors, LLC 2,469 2,537 3% 2020-03-31
Legacy Private Trust Co. 2,441 0 New Buy 2020-03-31
Rocky Mountain Advisers, LLC 2,364 2,364 No Change 2020-03-31
Galibier Capital Management Ltd. 2,267 2,267 No Change 2020-03-31
Capital Analysts, Inc. 2,235 4,395 49% 2020-03-31
Golden State Wealth Management, LLC 2,211 0 New Buy 2020-03-31
Sugarloaf Wealth Management, LLC 2,152 2,147 0% 2020-03-31
Aptus Capital Advisors, LLC 2,073 1,829 13% 2020-03-31
First Personal Financial Services 1,992 1,992 No Change 2020-03-31
Hartland & Co., LLC 1,982 0 New Buy 2020-03-31
Financial Architects, Inc 1,929 1,307 48% 2020-03-31
Sullivan, Bruyette, Speros & Blaney, Inc. 1,896 1,896 No Change 2020-03-31
DIVIDEND GROWTH ADVISORS, LLC 1,805 1,805 No Change 2020-03-31
Capital Advisors, Ltd. LLC 250 2,040 88% 2020-03-31
Private Ocean, LLC 1,721 720 139% 2020-03-31
STEPHENSON NATIONAL BANK & TRUST 1,703 1,703 No Change 2020-03-31
Carmichael Hill & Associates, Inc. 1,701 1,215 40% 2020-03-31
NORTHERN OAK CAPITAL MANAGEMENT INC 1,674 0 New Buy 2020-03-31
Berkshire Money Management, Inc. 1,611 0 New Buy 2020-03-31
TORONTO DOMINION BANK 1,380 1,380 No Change 2020-03-31
SIGNATUREFD, LLC 1,293 2,111 39% 2020-03-31
TCI Wealth Advisors, Inc. 1,173 1,159 1% 2020-03-31
Pinnacle Bank 1,132 16,798 93% 2020-03-31
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 1,052 74,193 99% 2020-03-31
Stonebridge Capital Advisors LLC 1,008 0 New Buy 2020-03-31
Emerald Investment Partners, LLC 985 2,185 55% 2020-03-31
Sandy Spring Bank 940 825 14% 2020-03-31
VERUS CAPITAL PARTNERS, LLC 893 1,203 26% 2020-03-31
Oakworth Capital, Inc. 853 853 No Change 2020-03-31
Riverview Trust Co 841 841 No Change 2020-03-31
Center for Financial Planning, Inc. 840 0 New Buy 2020-03-31
Horrell Capital Management, Inc. 835 835 No Change 2020-03-31
Investment Research & Advisory Group, Inc. 823 823 No Change 2020-03-31
North Star Investment Management Corp. 820 820 No Change 2020-03-31
Burt Wealth Advisors 755 755 No Change 2020-03-31
Roble, Belko & Company, Inc 742 742 No Change 2020-03-31
Valeo Financial Advisors, LLC 739 619 19% 2020-03-31
WEST BANCORPORATION INC 731 731 No Change 2020-03-31
Ariel Capital Advisors, LLC 665 665 No Change 2020-03-31
Princeton Global Asset Management LLC 650 650 No Change 2020-03-31
Barrett Asset Management, LLC 642 642 No Change 2020-03-31
Wealth Quarterback LLC 642 0 New Buy 2020-03-31
TSFG, LLC 627 323 94% 2020-03-31
PEOPLES FINANCIAL SERVICES CORP. 625 625 No Change 2020-03-31
Goodman & Company, Investment Counsel Ltd. 620 620 No Change 2020-03-31
Harwood Advisory Group, LLC 605 0 New Buy 2020-03-31
MCF Advisors LLC 600 1,170 49% 2020-03-31
VAUGHAN AND COMPANY SECURITIES, INC. 600 600 No Change 2020-03-31
Asset Dedication, LLC 526 526 No Change 2020-03-31
Focused Wealth Management, Inc 525 589 11% 2020-03-31
First Bank & Trust 480 480 No Change 2020-03-31
Perennial Advisors, LLC 465 0 New Buy 2020-03-31
Coastal Capital Group, Inc. 450 885 49% 2020-03-31
Sonora Investment Management, LLC 449 449 No Change 2020-03-31
Sterling Investment Advisors, Ltd. 444 444 No Change 2020-03-31
Ellis Investment Partners, LLC 420 609 31% 2020-03-31
Investors Research Corp 410 0 New Buy 2020-03-31
Gierl Augustine Investment Management Inc 407 406 0% 2020-03-31
Pacifica Partners Inc. 405 405 No Change 2020-03-31
ROPES WEALTH ADVISORS LLC 400 270 48% 2020-03-31
Joseph P. Lucia & Associates, LLC 379 379 No Change 2020-03-31
Key FInancial Inc 363 0 New Buy 2020-03-31
ROWLAND CARMICHAEL ADVISORS INC /ADV 320 425 25% 2020-03-31
Financial Advisory Service, Inc. 264 264 No Change 2020-03-31
SECURITY NATIONAL TRUST CO 255 255 No Change 2020-03-31
Financial Enhancement Group LLC 236 236 No Change 2020-03-31
LifePlan Financial Group, Inc 232 237 2% 2020-03-31
Kistler-Tiffany Companies, LLC 223 223 No Change 2020-03-31
HARBOR INVESTMENT ADVISORY, LLC 208 156 33% 2020-03-31
BALLAST ADVISORS LLC 201 0 New Buy 2020-03-31
BP WEALTH MANAGEMENT, LLC 15 64,034 100% 2020-03-31
Red Door Wealth Management, LLC 200 4,450 96% 2020-03-31
Pacitti Group Inc. 193 170 14% 2020-03-31
BerganKDV Wealth Management, LLC 191 191 No Change 2020-03-31
Weaver Consulting Group 186 186 No Change 2020-03-31
Blume Capital Management, Inc. 164 164 No Change 2020-03-31
FARMERS & MERCHANTS INVESTMENTS INC 146 146 No Change 2020-03-31
OPTIMUM INVESTMENT ADVISORS 139 139 No Change 2020-03-31
Bedel Financial Consulting, Inc. 131 131 No Change 2020-03-31
VALLEY NATIONAL ADVISERS INC 124 42 195% 2020-03-31
Hudock Moyer Wealth Resources, LLC 122 160 24% 2020-03-31
New Potomac Partners, LLC 100 100 No Change 2020-03-31
BENJAMIN EDWARDS INC 100 100 No Change 2020-03-31
JNBA Financial Advisors 92 226 59% 2020-03-31
Clean Yield Group 89 89 No Change 2020-03-31
Lindbrook Capital, LLC 85 85 No Change 2020-03-31
ADIRONDACK TRUST CO 81 81 No Change 2020-03-31
TOMPKINS FINANCIAL CORP 78 0 New Buy 2020-03-31
Squar Milner Financial Services LLC 74 74 No Change 2020-03-31
Plante Moran Financial Advisors Ltd Partnership 72 696 90% 2020-03-31
First Command Bank 67 67 No Change 2020-03-31
First Command Financial Services, Inc. 67 67 No Change 2020-03-31
BELLEVUE ASSET MANAGEMENT, LLC 64 70 9% 2020-03-31
Summit Investment Advisors, Inc. 62 62 No Change 2020-03-31
Legacy Bridge, LLC 50 50 No Change 2020-03-31
Royal Fund Management, LLC 47 0 New Buy 2020-03-31
SMITH SHELLNUT WILSON LLC /ADV 46 46 No Change 2020-03-31
First PREMIER Bank 44 0 New Buy 2020-03-31
CVA Family Office, LLC 44 0 New Buy 2020-03-31
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 41 217 81% 2020-03-31
Sound Income Strategies, LLC 38 138 72% 2020-03-31
Enterprise Trust & Investment Co 38 38 No Change 2020-03-31
CITIZENS FINANCIAL GROUP INC/RI 30 335 91% 2020-03-31
New England Investment & Retirement Group, Inc. 26 0 New Buy 2020-03-31
Winch Advisory Services, LLC 26 26 No Change 2020-03-31
AlphaMark Advisors, LLC 20 20 No Change 2020-03-31
Cordasco Financial Network 17 17 No Change 2020-03-31
Stearns Financial Services Group 10 47 79% 2020-03-31
Tarbox Group, Inc. 8 8 No Change 2020-03-31
Independence Bank of Kentucky 8 8 No Change 2020-03-31
Engrave Wealth Partners LLC 6 0 New Buy 2020-03-31
D'Orazio & Associates, Inc. 5 5 No Change 2020-03-31
GABLES CAPITAL MANAGEMENT INC. 1 1 No Change 2020-03-31
DUBUQUE BANK & TRUST CO 0 12,620 Sold Out 2020-03-31
AVALON ADVISORS L P 0 4,536 Sold Out 2020-03-31
MYCIO WEALTH PARTNERS, LLC 0 12,716 Sold Out 2020-03-31
Round Table Services, LLC 0 2,659 Sold Out 2020-03-31
CONGRESS ASSET MANAGEMENT CO /MA 0 5,341 Sold Out 2020-03-31
Ballentine, Finn & Company, Inc. 0 16,700 Sold Out 2020-03-31
Susquehanna International Group, LLP 0 12,407 Sold Out 2020-03-31
FIRST INTERSTATE BANK 0 339 Sold Out 2020-03-31
St. James Investment Company, LLC 0 8,151 Sold Out 2020-03-31
Clear Harbor Asset Management, LLC 0 210 Sold Out 2020-03-31
Sage Advisory Services, Ltd.Co. 0 64,481 Sold Out 2020-03-31
USCA RIA LLC 0 2,761 Sold Out 2020-03-31
Barnes Bonner Castles 0 12,808 Sold Out 2020-03-31
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 0 3,433 Sold Out 2020-03-31
FDx Advisors, Inc. 0 21,007 Sold Out 2020-03-31
Manchester Capital Management LLC 0 590 Sold Out 2020-03-31
Horan Capital Advisors, LLC. 0 522 Sold Out 2020-03-31
Columbia Asset Management 0 17,242 Sold Out 2020-03-31
CKW FINANCIAL GROUP 0 102 Sold Out 2020-03-31
Raab & Moskowitz Asset Management LLC 0 2,858 Sold Out 2020-03-31
PARK AVENUE SECURITIES LLC 0 18,597 Sold Out 2020-03-31
RFG Advisory Group, LLC 0 4,267 Sold Out 2020-03-31
Trust Co 0 349 Sold Out 2020-03-31
DORCHESTER WEALTH MANAGEMENT Co 0 2,626 Sold Out 2020-03-31
Krilogy Financial LLC 0 2,497 Sold Out 2020-03-31
INTL FCSTONE INC. 0 3,255 Sold Out 2020-03-31
Radnor Capital Management, LLC 0 4,047 Sold Out 2020-03-31
Independent Advisor Alliance 0 63,296 Sold Out 2020-03-31
GSB Wealth Management, LLC 0 402 Sold Out 2020-03-31
Parkside Investments, LLC 0 5,705 Sold Out 2020-03-31
Capital Bank & Trust Co 0 659 Sold Out 2020-03-31
Tower View Investment Management & Research LLC 0 250 Sold Out 2020-03-31
Monument Capital Management 0 15,877 Sold Out 2020-03-31
Crewe Advisors LLC 0 72 Sold Out 2020-03-31
Merit Financial Group, LLC 0 2,603 Sold Out 2020-03-31
FINANCIAL LIFE ADVISORS 0 10,863 Sold Out 2020-03-31
CREATIVE FINANCIAL DESIGNS INC /ADV 0 678 Sold Out 2020-03-31
USAdvisors Wealth Management, LLC 0 9,514 Sold Out 2020-03-31
PLANNING DIRECTIONS INC 0 359,017 Sold Out 2020-03-31
Wakefield Asset Management LLLP 0 2,730 Sold Out 2020-03-31
Personal Wealth Partners 0 1,992 Sold Out 2020-03-31
Laurel Wealth Advisors LLC 0 140 Sold Out 2020-03-31
Morningstar Investment Management LLC 0 40,588 Sold Out 2020-03-31
Toroso Investments, LLC 0 3,387 Sold Out 2020-03-31
CMC Financial Group 0 7,488 Sold Out 2020-03-31
Prestige Wealth Management Group LLC 0 8,888 Sold Out 2020-03-31
MidWestOne Financial Group, Inc. 0 19,530 Sold Out 2020-03-31
UMA Financial Services, Inc. 0 3,655 Sold Out 2020-03-31
Silicon Hills Wealth Management, LLC 0 1 Sold Out 2020-03-31
J.W. COLE ADVISORS, INC. 0 49,718 Sold Out 2020-03-31
SkyOak Wealt, LLC 0 2,712 Sold Out 2020-03-31
XML Financial, LLC 0 3,102 Sold Out 2020-03-31
HOWARD WEALTH MANAGEMENT, LLC 0 1,681 Sold Out 2020-03-31
Retirement Network 0 243 Sold Out 2020-03-31
Great Diamond Partners, LLC 0 536 Sold Out 2020-03-31
Emerald Advisors, LLC 0 9,043 Sold Out 2020-03-31
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0 460,000 Sold Out 2020-03-31
Total Clarity Wealth Management, Inc. 0 20 Sold Out 2020-03-31
Filbrandt Wealth Management, LLC 0 485 Sold Out 2020-03-31
TFG Advisers LLC 0 1,969 Sold Out 2020-03-31
BANK OF AMERICA CORP /DE/ 24,309,131 24,398,440 0% 2019-12-31
MORGAN STANLEY 9,092,627 8,777,436 4% 2019-12-31
MANUFACTURERES LIFE INSURANCE CO 313,475 333,859 6% 2019-12-31
ROYAL BANK OF CANADA 1,975,037 0 New Buy 2019-12-31
AMERIPRISE FINANCIAL INC 1,781,481 1,945,141 8% 2019-12-31
Advisor Group, Inc. 1,753,265 1,722,291 2% 2019-12-31
BB&T CORP 1,082,286 0 New Buy 2019-12-31
Efficient Advisors, LLC 682,256 656,068 4% 2019-12-31
STIFEL FINANCIAL CORP 13 718 98% 2019-12-31
FMR LLC 7 18 61% 2019-12-31
TELEMUS CAPITAL, LLC 271,555 248,114 9% 2019-12-31
UNITED CAPITAL FINANCIAL ADVISERS,INC. 268,563 245,708 9% 2019-12-31
Doyle Wealth Management 237,670 239,685 1% 2019-12-31
Boothe Investment Group, Inc. 230,075 224,838 2% 2019-12-31
Orion Portfolio Solutions, LLC 221,628 0 New Buy 2019-12-31
GOLDMAN SACHS GROUP INC 157,853 156,617 1% 2019-12-31
Verition Fund Managegment LLC 201,526 0 New Buy 2019-12-31
Voya Financial Advisors, Inc. 194,547 170,021 14% 2019-12-31
Sawtooth Asset Management, Inc. 187,284 167,197 12% 2019-12-31
ATRIA INVESTMENTS LLC 146,716 131,417 12% 2019-12-31
MILLENNIUM MANAGEMENT LLC 72,889 206,090 65% 2019-12-31
Gemmer Asset Management LLC 142,404 137,266 4% 2019-12-31
SEAWARD MANAGEMENT LIMITED PARTNERSHIP 140,286 121,697 15% 2019-12-31
PHH Investments, Ltd. 138,218 133,636 3% 2019-12-31
COMERICA SECURITIES,INC. 120,100 0 New Buy 2019-12-31
Enstar Group LTD 120,000 0 New Buy 2019-12-31
Simmons Bank 109,615 118,358 7% 2019-12-31
JT Stratford LLC 84,757 82,435 3% 2019-12-31
BABSON CAPITAL MANAGEMENT LLC 82,000 82,000 No Change 2019-12-31
Cranbrook Wealth Management, LLC 69,446 69,989 1% 2019-12-31
BIDWELL C M & ASSOCIATES LTD/ 62,032 62,902 1% 2019-12-31
AJ WEALTH STRATEGIES, LLC 56,772 62,351 9% 2019-12-31
Cornerstone Wealth Management, LLC 56,030 55,593 1% 2019-12-31
SRS Capital Advisors, Inc. 55,108 51,938 6% 2019-12-31
HSBC HOLDINGS PLC 54,300 54,300 No Change 2019-12-31
Peak Asset Management, LLC 44,449 49,337 10% 2019-12-31
Advisory Services Network, LLC 43,948 43,832 0% 2019-12-31
Coastline Trust CO 42,337 41,417 2% 2019-12-31
Beacon Pointe Wealth Advisors, LLC 41,246 35,111 17% 2019-12-31
PHILLIPS FINANCIAL MANAGEMENT, LLC 40,014 55,353 28% 2019-12-31
Hanson Investment Management 39,858 43,365 8% 2019-12-31
HM PAYSON & CO 35,843 34,583 4% 2019-12-31
Van Cleef Asset Management,Inc 32,552 33,762 4% 2019-12-31
Relative Value Partners Group, LLC 31,494 0 New Buy 2019-12-31
TI-TRUST, INC 29,082 0 New Buy 2019-12-31
Cresset Asset Management, LLC 28,760 18,748 53% 2019-12-31
AMI INVESTMENT MANAGEMENT INC 23,779 0 New Buy 2019-12-31
Laidlaw Wealth Management LLC 23,583 0 New Buy 2019-12-31
Prospera Financial Services 21,095 20,161 5% 2019-12-31
ARCADIA INVESTMENT MANAGEMENT CORP/MI 20,425 20,425 No Change 2019-12-31
Equitable Holdings, Inc. 18,283 0 New Buy 2019-12-31
Great Lakes Retirement, Inc. 15,980 0 New Buy 2019-12-31
Wealthquest Corp 15,793 15,890 1% 2019-12-31
NATIXIS 15,258 10,382 47% 2019-12-31
Bragg Financial Advisors, Inc 13,980 17,335 19% 2019-12-31
Jackson Wealth Management, LLC 13,970 0 New Buy 2019-12-31
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 11,353 0 New Buy 2019-12-31
CIBC World Markets Inc. 11,323 12,128 7% 2019-12-31
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 10,947 18,662 41% 2019-12-31
GREAT VALLEY ADVISOR GROUP, INC. 9,887 9,898 0% 2019-12-31
Jacobsen Capital Management 9,740 10,867 10% 2019-12-31
Gladstone Institutional Advisory LLC 9,721 9,614 1% 2019-12-31
WEIK INVESTMENT SERVICES INC 9,210 9,239 0% 2019-12-31
Legacy Wealth Partners, Inc. 9,018 0 New Buy 2019-12-31
Moisand Fitzgerald Tamayo, LLC 8,928 8,707 3% 2019-12-31
Belpointe Asset Management LLC 1,959 0 New Buy 2019-12-31
Maple Capital Management, Inc. 8,149 0 New Buy 2019-12-31
Adaptive Financial Consulting, LLC 7,002 0 New Buy 2019-12-31
Robinson Value Management, Ltd. 6,147 0 New Buy 2019-12-31
East Coast Asset Management, LLC. 5,721 5,721 No Change 2019-12-31
QUADRANT CAPITAL GROUP LLC 5,590 0 New Buy 2019-12-31
SMITH, MOORE & CO. 4,910 5,728 14% 2019-12-31
Aft, Forsyth & Company, Inc. 4,305 4,305 No Change 2019-12-31
BEAM Asset Management, LLC 4,232 0 New Buy 2019-12-31
PRIVATE BANK & TRUST CO 3,649 4,784 24% 2019-12-31
WOODMONT INVESTMENT COUNSEL LLC 3,644 3,644 No Change 2019-12-31
Atlanta Capital Group 3,563 3,688 3% 2019-12-31
Meridian Wealth Partners, LLC 3,560 0 New Buy 2019-12-31
HALL LAURIE J TRUSTEE 3,375 3,375 No Change 2019-12-31
CAPITAL ONE, NATIONAL ASSOCIATION 3,314 0 New Buy 2019-12-31
Zions Bancorporation, N.A. 3,143 3,802 17% 2019-12-31
EVERGREEN CAPITAL MANAGEMENT LLC 3,000 0 New Buy 2019-12-31
Pinnacle Advisory Group, Inc. 2,912 3,424 15% 2019-12-31
Platte River Wealth Advisors, LLC 2,906 0 New Buy 2019-12-31
Pacific Center for Financial Services 2,841 2,836 0% 2019-12-31
Crestwood Advisors LLC 2,806 0 New Buy 2019-12-31
Mutual Advisors, LLC 2,671 6,070 56% 2019-12-31
Alaska Permanent Capital Management 2,601 0 New Buy 2019-12-31
APCM Wealth Management for Individuals 2,601 0 New Buy 2019-12-31
FinTrust Capital Advisors, LLC 1,241 1,321 6% 2019-12-31
McIlrath & Eck, LLC 1,190 1,190 No Change 2019-12-31
RMR Wealth Builders 1,100 0 New Buy 2019-12-31
CNB Bank 1,075 1,075 No Change 2019-12-31
Vectors Research Management, LLC 343 297 15% 2019-12-31
PSI Advisors, LLC 132 0 New Buy 2019-12-31
FSA Wealth Management LLC 125 0 New Buy 2019-12-31
Lloyd Advisory Services, LLC. 75 0 New Buy 2019-12-31
Endurance Wealth Management, Inc. 10 10 No Change 2019-12-31
CENTRAL BANK & TRUST CO 0 310 Sold Out 2019-12-31
VANGUARD GROUP INC 0 3,004 Sold Out 2019-12-31
BROWN BROTHERS HARRIMAN & CO 0 750 Sold Out 2019-12-31
AXA 0 9,630 Sold Out 2019-12-31
Virtu Financial LLC 0 20,254 Sold Out 2019-12-31
HRT FINANCIAL LLC 0 14,923 Sold Out 2019-12-31
Venturi Wealth Management, LLC 0 110 Sold Out 2019-12-31
Ackerman Capital Advisors, LLC 0 104,580 Sold Out 2019-12-31
Claraphi Advisory Network, LLC 0 187 Sold Out 2019-12-31
Sequoia Wealth Management, LLC 0 3,405 Sold Out 2019-12-31
Truvestments Capital LLC 0 180 Sold Out 2019-12-31
VisionPoint Advisory Group, LLC 0 21,527 Sold Out 2019-12-31
Nishkama Capital, LLC 0 27,100 Sold Out 2019-12-31
BCJ Capital Management, LLC 0 51,747 Sold Out 2019-12-31
GeoWealth Management, LLC 0 112,067 Sold Out 2019-12-31
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