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STOCK TICKER:
ISHARES MSCI EAFE FD   (ticker: EFA)
Institutions's Holdings On The Stock
INSTITUTION/GURU    (click Current Holdings for holding history) Current Holdings
(link to holding history)
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Holdings
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Date
J P MORGAN CHASE & CO 78,859,619 81,707,673 3% 2020-03-31
Susquehanna International Group, LLP 37,527,484 30,324,406 24% 2020-03-31
CITIGROUP INC 33,461,698 12,442,372 169% 2020-03-31
UBS Group AG 30,150 49,098,613 100% 2020-03-31
JANE STREET GROUP, LLC 27,300,173 0 New Buy 2020-03-31
CREDIT SUISSE/ 25,023,806 38,690,092 35% 2020-03-31
BARCLAYS PLC 77,370 130,000 40% 2020-03-31
ENVESTNET ASSET MANAGEMENT INC 13,299,773 12,586,425 6% 2020-03-31
Bank of New York Mellon CORP 12,323,931 13,760,241 10% 2020-03-31
JONES FINANCIAL COMPANIES LLLP 11,875,687 10,688,260 11% 2020-03-31
Laurion Capital Management LP 11,428,457 10,811,300 6% 2020-03-31
US BANCORP DE 9,415,150 0 New Buy 2020-03-31
FLOW TRADERS U.S. LLC 8,236,714 2,245,486 267% 2020-03-31
STATE STREET CORP 7,860,511 5,213,501 51% 2020-03-31
TD ASSET MANAGEMENT INC 54,082 74,556 27% 2020-03-31
HAP Trading, LLC 5,548,565 676,690 720% 2020-03-31
STRS OHIO 5,250,000 30,000 17,400% 2020-03-31
Liberty Mutual Group Asset Management Inc. 1,388,349 1,703,692 19% 2020-03-31
MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP 3,995,232 3,933,076 2% 2020-03-31
DUPONT CAPITAL MANAGEMENT 3,961,748 3,946,357 0% 2020-03-31
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 3,441,672 3,441,672 No Change 2020-03-31
M&T BANK CORP 3,317,749 0 New Buy 2020-03-31
Nuveen Asset Management, LLC 140,230 140,230 No Change 2020-03-31
Hirtle Callaghan & Co Inc 3,110,576 3,387,594 8% 2020-03-31
KEYBANK NATIONAL ASSOCIATION/OH 3,060,835 3,264,931 6% 2020-03-31
Creative Planning 0 6,144,398 Sold Out 2020-03-31
MACKENZIE FINANCIAL CORP 2,872,022 2,987,022 4% 2020-03-31
Mariner Wealth Advisors, LLC 2,688,464 2,827,526 5% 2020-03-31
CIBC Global Asset Management Inc 2,490,576 5,095,063 51% 2020-03-31
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 2,449,100 5,383,500 55% 2020-03-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,418,834 2,603,572 7% 2020-03-31
WOLVERINE TRADING, LLC 2,416,147 2,200,496 10% 2020-03-31
LPL Financial CORP 2,356,693 2,881,544 18% 2020-03-31
FIFTH THIRD BANCORP 2,307,950 2,384,316 3% 2020-03-31
DRW Securities, LLC 2,279,146 724,067 215% 2020-03-31
Arvest Trust Co 2,216,200 2,314,861 4% 2020-03-31
Stairway Partners, LLC 2,151,544 1,812,429 19% 2020-03-31
BANK OF MONTREAL /CAN/ 2,141,304 2,853,609 25% 2020-03-31
Board of Trustees of The Leland Stanford Junior University 2,017,101 0 New Buy 2020-03-31
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1,953,925 3,105,847 37% 2020-03-31
Gladius Capital Management LP 1,946,530 0 New Buy 2020-03-31
Financial Engines Advisors L.L.C. 1,920,011 2,135,770 10% 2020-03-31
OLD MISSION CAPITAL LLC 1,874,150 1,358,280 38% 2020-03-31
REGIONS FINANCIAL CORP 1,853,426 2,000,154 7% 2020-03-31
Twin Tree Management, LP 741,743 325,000 128% 2020-03-31
RAYMOND JAMES & ASSOCIATES 1,676,989 2,307,370 27% 2020-03-31
SAND HILL ADVISORS INC/CA 1,659,562 1,419,629 17% 2020-03-31
Bridgewater Associates, Inc.(Raymond Dalio) 1,647,365 2,714,309 39% 2020-03-31
DEUTSCHE BANK AG 1,621,497 1,792,281 10% 2020-03-31
Cutler Group LP 308,977 81,343 280% 2020-03-31
BADGLEY PHELPS & BELL INC 1,404,641 1,369,999 3% 2020-03-31
SUNRISE PARTNERS LLC /CT 247,359 355,424 30% 2020-03-31
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 1,324,573 1,108,509 19% 2020-03-31
AMERICAN INTERNATIONAL GROUP INC 1,316,600 1,169,600 13% 2020-03-31
MASSMUTUAL TRUST CO FSB/ADV 1,297,103 0 New Buy 2020-03-31
Raymond James Financial Services Advisors, Inc. 1,287,031 1,934,787 33% 2020-03-31
COMMONWEALTH EQUITY SERVICES, LLC. 1,281,956 1,539,975 17% 2020-03-31
Baird Financial Group, Inc. 504,372 0 New Buy 2020-03-31
HUGHES HOWARD MEDICAL INSTITUTE 1,164,000 19,000 6,026% 2020-03-31
MainStreet Investment Advisors LLC 0 1,189,977 Sold Out 2020-03-31
SYNOVUS FINANCIAL CORP 1,119,081 2,225,123 50% 2020-03-31
PRUDENTIAL FINANCIAL INC 1,090,091 3,508,227 69% 2020-03-31
TORONTO DOMINION BANK 12,304 12,504 2% 2020-03-31
FRANKLIN RESOURCES INC 1,072,656 1,747,230 39% 2020-03-31
BESSEMER GROUP INC 63,686 97,756 35% 2020-03-31
Atlantic Trust Group, LLC 1,014,500 793,507 28% 2020-03-31
CAMBIAR INVESTORS LLC 1,005,077 1,192,505 16% 2020-03-31
GLENMEDE TRUST CO NA 990,202 990,202 No Change 2020-03-31
Public Sector Pension Investment Board 0 455,900 Sold Out 2020-03-31
HighTower Advisors, LLC 914,418 910,225 0% 2020-03-31
Janney Montgomery Scott LLC 822,728 939,894 12% 2020-03-31
BALASA DINVERNO & FOLTZ LLC 820,463 149,818 448% 2020-03-31
People's United Financial, Inc. 801,388 569,607 41% 2020-03-31
CANADA PENSION PLAN INVESTMENT BOARD 800,000 0 New Buy 2020-03-31
Kopernik Global Investors, LLC 786,117 0 New Buy 2020-03-31
Swan Wealth Advisors, Inc. 784,000 696,810 13% 2020-03-31
SG Americas Securities, LLC 779,950 152,770 411% 2020-03-31
ALLIANCEBERNSTEIN L.P. 770,015 824,293 7% 2020-03-31
LAZARD ASSET MANAGEMENT LLC 756,005 614,824 23% 2020-03-31
BBVA USA BANCSHARES INC 754,321 742,085 2% 2020-03-31
Independence Advisors, LLC 751,349 684,103 10% 2020-03-31
CONNABLE OFFICE INC 732,551 737,796 1% 2020-03-31
Ensign Peak Advisors, Inc 715,925 673,525 6% 2020-03-31
MCF Advisors LLC 714,349 562,938 27% 2020-03-31
HT Partners LLC 705,536 5,580 12,544% 2020-03-31
FDx Advisors, Inc. 705,215 35,770 1,872% 2020-03-31
MetLife Investment Advisors, LLC 694,851 586,751 18% 2020-03-31
HPM Partners LLC 687,030 431,375 59% 2020-03-31
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 676,939 712,637 5% 2020-03-31
UNIONBANCAL CORP 661,823 679,772 3% 2020-03-31
SILVERCREST ASSET MANAGEMENT GROUP LLC 659,709 685,604 4% 2020-03-31
LBMC INVESTMENT ADVISORS, LLC 658,551 671,816 2% 2020-03-31
BLAIR WILLIAM & CO/IL 649,095 922,381 30% 2020-03-31
Rockefeller Capital Management L.P. 0 660,813 Sold Out 2020-03-31
Twele Capital Management, Inc. 627,402 539,047 16% 2020-03-31
Veritable, L.P. 605,723 701,752 14% 2020-03-31
HANCOCK HOLDING CO 578,621 663,920 13% 2020-03-31
PRINCIPAL FINANCIAL GROUP INC 575,100 11,900 4,733% 2020-03-31
GREENLEAF TRUST 565,594 1,256,314 55% 2020-03-31
Nationwide Asset Management LLC 565,000 39,053 1,347% 2020-03-31
CITIZENS FINANCIAL GROUP INC/RI 48,361 157,257 69% 2020-03-31
Checchi Capital Advisers, LLC 540,631 724,999 25% 2020-03-31
COMMERCE BANK N A/MO 538,577 584,349 8% 2020-03-31
Ballentine, Finn & Company, Inc. 528,449 605,526 13% 2020-03-31
BONTEMPO OHLY CAPITAL MGMT LLC 521,400 505,360 3% 2020-03-31
FIRST HAWAIIAN BANK 520,013 524,086 1% 2020-03-31
Arbor Investment Advisors, LLC 517,312 415,231 25% 2020-03-31
UMB BANK N A/MO 501,799 560,740 11% 2020-03-31
HUNTINGTON NATIONAL BANK 493,626 535,122 8% 2020-03-31
TIAA, FSB 650 1,263 49% 2020-03-31
NISA INVESTMENT ADVISORS L L C 483,800 483,800 No Change 2020-03-31
Cullen Capital Management, LLC 479,007 0 New Buy 2020-03-31
STOCK YARDS BANK & TRUST CO 469,046 438,911 7% 2020-03-31
BRINKER CAPITAL INC 466,473 512,976 9% 2020-03-31
Global Financial Private Capital, LLC 458,823 470,365 2% 2020-03-31
TIAA ENDOWMENT & PHILANTHROPIC SERVICES, LLC 456,613 934,377 51% 2020-03-31
PARAMETRIC PORTFOLIO ASSOCIATES 441,243 336,059 31% 2020-03-31
FIERA SCEPTRE INC. 429,872 1,150,783 63% 2020-03-31
EP Wealth Advisors, Inc. 419,741 287,254 46% 2020-03-31
AMERICAN CENTURY COMPANIES INC 410,284 389,484 5% 2020-03-31
OPPENHEIMER ASSET MANAGEMENT INC 405,817 394,107 3% 2020-03-31
YCMNET ADVISORS INC 404,457 500,293 19% 2020-03-31
IEQ CAPITAL, LLC 394,031 120,590 227% 2020-03-31
PEAVINE CAPITAL MANAGEMENT, LLC 385,229 407,557 5% 2020-03-31
Grubman Wealth Management 384,439 376,518 2% 2020-03-31
Evercore Wealth Management, LLC 383,540 411,943 7% 2020-03-31
CALTON & ASSOCIATES, INC. 380,096 376,125 1% 2020-03-31
Ziegler Capital Management, LLC 378,837 0 New Buy 2020-03-31
CAPTRUST FINANCIAL ADVISORS 378,494 0 New Buy 2020-03-31
CONNING Asset Management Co. 370,305 423,516 13% 2020-03-31
PBWM Holdings, LLC 364,620 7,802 4,573% 2020-03-31
1ST SOURCE BANK 361,546 591,210 39% 2020-03-31
Capital Directions Investment Advisors, LLC 358,616 454,200 21% 2020-03-31
Country Club Trust Company, n.a. 358,494 362,092 1% 2020-03-31
BTC Capital Management, Inc. 356,309 372,620 4% 2020-03-31
MACQUARIE GROUP LTD 3,770 2,580 46% 2020-03-31
GW HENSSLER & ASSOCIATES LTD 337,733 328,134 3% 2020-03-31
Regis Management CO LLC 334,860 643,322 48% 2020-03-31
Multi-Financial Securities Corp 334,135 296,193 13% 2020-03-31
Portland Global Advisors LLC 327,540 351,949 7% 2020-03-31
WHITTIER TRUST CO 325,272 336,326 3% 2020-03-31
MERCER GLOBAL ADVISORS INC /ADV 325,270 236,093 38% 2020-03-31
LEGAL & GENERAL GROUP PLC 323,225 104,335 210% 2020-03-31
TRUST CO OF VIRGINIA /VA 322,969 346,719 7% 2020-03-31
Mirae Asset Global Investments Co., Ltd. 320,500 322,203 1% 2020-03-31
Strategic Global Advisors, LLC 319,954 76,462 318% 2020-03-31
Verger Capital Management LLC 319,580 337,989 5% 2020-03-31
Brio Consultants, LLC 319,512 320,538 0% 2020-03-31
PINNACLE FINANCIAL PARTNERS INC 313,643 277,518 13% 2020-03-31
CULLEN FROST BANKERS INC 29,634 31,109 5% 2020-03-31
BANK OF THE WEST 306,400 326,565 6% 2020-03-31
Oak Hill Investment Management, L.P. 304,801 304,801 No Change 2020-03-31
Eqis Capital Management, Inc. 300,853 352,173 15% 2020-03-31
SNS Financial Group, LLC 293,408 220,381 33% 2020-03-31
EATON VANCE MANAGEMENT 292,858 304,822 4% 2020-03-31
Valeo Financial Advisors, LLC 289,623 302,825 4% 2020-03-31
Muzinich & Co., Inc. 285,000 0 New Buy 2020-03-31
WoodTrust Financial Corp 279,666 399,221 30% 2020-03-31
FineMark National Bank & Trust 278,601 310,898 10% 2020-03-31
Retirement Systems of Alabama 267,863 267,863 No Change 2020-03-31
Gryphon Financial Partners LLC 266,945 297,081 10% 2020-03-31
Glenview Trust Co 261,914 318,645 18% 2020-03-31
MAI Wealth Advisors 259,698 294,675 12% 2020-03-31
Vantage Financial Partners Ltd., Inc. 259,025 247,225 5% 2020-03-31
Hanson McClain, Inc. 255,537 3,659 6,884% 2020-03-31
Paulson Wealth Management Inc. 254,570 184,612 38% 2020-03-31
Miracle Mile Advisors, LLC 254,194 287,660 12% 2020-03-31
Goldstein Munger & Associates 251,964 182,720 38% 2020-03-31
AMARILLO NATIONAL BANK 250,909 243,764 3% 2020-03-31
COURIER CAPITAL CORP 249,882 253,312 1% 2020-03-31
Heartwood Wealth Advisors LLC 243,133 250,193 3% 2020-03-31
REED CONNER & BIRDWELL LLC 241,246 301,592 20% 2020-03-31
Lenox Wealth Advisors, Inc. 240,058 997,117 76% 2020-03-31
Salomon & Ludwin, LLC 236,597 566,420 58% 2020-03-31
LAKE STREET ADVISORS GROUP, LLC 235,847 330,409 29% 2020-03-31
First Financial Bank, N.A. - Trust Division 235,825 760,598 69% 2020-03-31
JOHNSON INVESTMENT COUNSEL INC 230,997 268,709 14% 2020-03-31
Strategic Investment Advisors / MI 227,239 208,259 9% 2020-03-31
AdvisorNet Financial, Inc 227,119 231,958 2% 2020-03-31
Money Matters Financial Group Inc 226,477 226,477 No Change 2020-03-31
Price Wealth Management, Inc. 224,980 237,363 5% 2020-03-31
Johnson Financial Group, Inc. 221,267 276,454 20% 2020-03-31
THRIVENT FINANCIAL FOR LUTHERANS 35,036 118,736 70% 2020-03-31
Sullivan, Bruyette, Speros & Blaney, Inc. 219,645 264,697 17% 2020-03-31
GOFEN & GLOSSBERG LLC /IL/ 219,266 224,841 2% 2020-03-31
BRIGHTON JONES LLC 215,804 237,270 9% 2020-03-31
Steward Partners Investment Advisory, LLC 212,203 216,602 2% 2020-03-31
BINGHAM OSBORN & SCARBOROUGH LLC 211,928 176,570 20% 2020-03-31
CHESLEY TAFT & ASSOCIATES LLC/IL 211,238 221,208 5% 2020-03-31
Private Advisor Group, LLC 207,117 260,896 21% 2020-03-31
Personal Resources Investment & Strategic Management, Inc. 206,084 262,583 22% 2020-03-31
IFG Advisors, LLC 205,519 211,048 3% 2020-03-31
DT Investment Partners, LLC 204,776 10,414 1,866% 2020-03-31
PALLADIUM PARTNERS LLC 202,900 212,704 5% 2020-03-31
PagnatoKarp Partners LLC 200,984 266,530 25% 2020-03-31
H D Vest Advisory Services 200,945 193,409 4% 2020-03-31
Calamos Advisors LLC 195,550 424,835 54% 2020-03-31
Oakmont Partners LLC 195,258 201,291 3% 2020-03-31
Linscomb & Williams, Inc. 195,163 173,416 13% 2020-03-31
WCM INVESTMENT MANAGEMENT/CA 193,766 454,266 57% 2020-03-31
CAPITAL FUND MANAGEMENT S.A. 192,600 10,108 1,805% 2020-03-31
WASHINGTON TRUST CO 192,388 200,994 4% 2020-03-31
TRUSTCORE FINANCIAL SERVICES, LLC 192,377 205,229 6% 2020-03-31
Financial Network 189,827 267,046 29% 2020-03-31
Sepio Capital, LLC 189,401 207,923 9% 2020-03-31
NorthCoast Asset Management LLC 188,655 206,755 9% 2020-03-31
BSW Wealth Partners 187,312 218,187 14% 2020-03-31
Summit Financial Strategies, Inc. 186,600 169,646 10% 2020-03-31
MONETA GROUP INVESTMENT ADVISORS INC 186,102 216,863 14% 2020-03-31
LINCOLN NATIONAL CORP 185,499 140,487 32% 2020-03-31
Baker Avenue Asset Management, LP 185,334 199,819 7% 2020-03-31
WATERS PARKERSON & CO INC 182,380 195,009 6% 2020-03-31
St. Louis Trust Co 181,816 179,986 1% 2020-03-31
Hefren-Tillotson, Inc. 179,165 176,642 1% 2020-03-31
FIRST MIDWEST BANK TRUST DIVISION 177,159 184,692 4% 2020-03-31
CenterStar Asset Management, LLC 177,100 0 New Buy 2020-03-31
SECURITY NATIONAL TRUST CO 176,687 170,852 3% 2020-03-31
BOYS ARNOLD & CO INC 174,486 176,085 1% 2020-03-31
LGL PARTNERS, LLC 171,480 256,521 33% 2020-03-31
ASSOCIATED BANC-CORP 72,271 89,095 19% 2020-03-31
FIRST NATIONAL TRUST CO 170,442 185,199 8% 2020-03-31
QUEST CAPITAL MANAGEMENT INC /ADV 169,650 174,302 3% 2020-03-31
OPPENHEIMER & CO INC 168,717 253,155 33% 2020-03-31
VESTOR CAPITAL CORP 166,797 267,089 38% 2020-03-31
FFT WEALTH MANAGEMENT LLC 0 195,485 Sold Out 2020-03-31
Moreno Evelyn V 161,120 195,134 17% 2020-03-31
DIMENSION CAPITAL MANAGEMENT PARTNERS 160,262 158,771 1% 2020-03-31
Hartland & Co., LLC 159,637 213,537 25% 2020-03-31
HERITAGE INVESTORS MANAGEMENT CORP 158,246 169,970 7% 2020-03-31
RAYMOND JAMES TRUST CO 158,238 157,443 1% 2020-03-31
FEDERATED INVESTORS INC /PA/ 158,000 242,100 35% 2020-03-31
MARTIN & CO INC /TN/ 157,221 153,194 3% 2020-03-31
BRYN MAWR TRUST CO/PA 157,161 166,523 6% 2020-03-31
METROPOLITAN LIFE INSURANCE CO/NY 156,700 76,500 105% 2020-03-31
Waldron, LP 156,053 1,695,500 91% 2020-03-31
Patton Fund Management, Inc. 154,959 137,999 12% 2020-03-31
First Citizens Financial Corp 154,583 155,113 0% 2020-03-31
COLONY GROUP LLC 152,724 138,294 10% 2020-03-31
Lindbrook Capital, LLC 152,471 170,571 11% 2020-03-31
Shulman DeMeo Asset Management LLC 151,892 156,792 3% 2020-03-31
United Bank 149,825 156,869 4% 2020-03-31
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 147,629 121,034 22% 2020-03-31
Investure LLC 145,569 318,201 54% 2020-03-31
Milestone Group, Inc. 145,482 193,188 25% 2020-03-31
AUA CAPITAL MANAGEMENT, LLC 144,955 139,625 4% 2020-03-31
Venture Visionary Partners LLC 144,688 155,540 7% 2020-03-31
Brickley Wealth Management 144,228 144,380 0% 2020-03-31
Syntal Capital Partners, LLC 144,031 0 New Buy 2020-03-31
CONCENTRIC WEALTH MANAGEMENT, LLC 142,478 138,296 3% 2020-03-31
Bartlett & Co. LLC 141,631 0 New Buy 2020-03-31
CASTLEARK MANAGEMENT LLC 140,000 140,000 No Change 2020-03-31
RVW Wealth, LLC 138,452 0 New Buy 2020-03-31
FRONT BARNETT ASSOCIATES LLC 138,432 137,318 1% 2020-03-31
Cornerstone Wealth Group, LLC 137,667 105,573 30% 2020-03-31
Covington Capital Management 137,264 197,943 31% 2020-03-31
Alera Investment Advisors, LLC 136,070 167,274 19% 2020-03-31
Neumann Capital Management, LLC 135,218 116,114 16% 2020-03-31
Belmont Capital, LLC 135,173 178,123 24% 2020-03-31
Rinet Co LLC 134,307 135,482 1% 2020-03-31
WETHERBY ASSET MANAGEMENT INC 133,984 50,952 163% 2020-03-31
AdvicePeriod, LLC 133,903 45,060 197% 2020-03-31
WAYNE HUMMER ASSET MANAGEMENT CO 132,881 126,979 5% 2020-03-31
PITTENGER & ANDERSON INC 131,814 137,833 4% 2020-03-31
Edge Capital Group, LLC 131,814 284,423 54% 2020-03-31
First National Bank of South Miami 130,089 136,785 5% 2020-03-31
McCutchen Group LLC 129,859 142,425 9% 2020-03-31
Stratos Wealth Partners, LTD. 128,022 145,538 12% 2020-03-31
WESBANCO BANK INC 125,512 115,322 9% 2020-03-31
WHITTIER TRUST CO OF NEVADA INC 125,392 130,124 4% 2020-03-31
BKD Wealth Advisors, LLC 125,158 128,470 3% 2020-03-31
Verdence Capital Advisors LLC 0 126,482 Sold Out 2020-03-31
SEI INVESTMENTS CO 122,852 58,760 109% 2020-03-31
Winning Points Advisors, LLC 122,800 166,500 26% 2020-03-31
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 122,515 113,231 8% 2020-03-31
Confluence Wealth Management LLC 122,253 186,022 34% 2020-03-31
Pathway Financial Advisors LLC 121,665 123,655 2% 2020-03-31
Blankinship & Foster, LLC 120,862 3,270 3,596% 2020-03-31
FIDUCIARY TRUST CO 119,032 112,970 5% 2020-03-31
GOULD ASSET MANAGEMENT LLC /CA/ 118,242 117,837 0% 2020-03-31
WealthBridge Investment Counsel Inc. 116,992 143,659 19% 2020-03-31
Emerson Wealth Management, LLC 116,169 116,384 0% 2020-03-31
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 115,892 99,838 16% 2020-03-31
LBJ Family Wealth Advisors, Ltd. 115,149 115,729 1% 2020-03-31
Sontag Advisory, LLC 113,594 15,737 622% 2020-03-31
Highland Private Wealth Management 112,812 254,233 56% 2020-03-31
COLDSTREAM CAPITAL MANAGEMENT INC 112,629 126,371 11% 2020-03-31
BDO Wealth Advisors, LLC 111,663 87,304 28% 2020-03-31
Hillstrust 110,791 98,189 13% 2020-03-31
FINANCIAL COUNSELORS INC 109,442 110,099 1% 2020-03-31
TCF National Bank 109,093 106,093 3% 2020-03-31
Parkside Financial Bank & Trust 108,886 123,845 12% 2020-03-31
Madden Advisory Services, Inc. 107,964 0 New Buy 2020-03-31
WEBSTER BANK, N. A. 104,981 106,448 1% 2020-03-31
Blue Creek Investment Partners, LLC 104,569 105,831 1% 2020-03-31
BRONFMAN E.L. ROTHSCHILD, L.P. 104,013 133,336 22% 2020-03-31
DUBUQUE BANK & TRUST CO 102,712 73,023 41% 2020-03-31
NICOLET BANKSHARES INC 102,116 111,019 8% 2020-03-31
Optas, LLC 101,950 0 New Buy 2020-03-31
TIEDEMANN WEALTH MANAGEMENT, LLC 101,924 80,437,668 100% 2020-03-31
Arden Trust Co 100,355 213,468 53% 2020-03-31
GRIMES & COMPANY, INC. 100,337 41,888 140% 2020-03-31
SUMMIT FINANCIAL GROUP INC 100,275 101,230 1% 2020-03-31
Steel Peak Wealth Management LLC 99,410 109,767 9% 2020-03-31
CX Institutional 98,837 20,300 387% 2020-03-31
Texas Capital Bank Wealth Management Services Inc 98,206 140,165 30% 2020-03-31
Emery Howard Portfolio Management, Inc. 97,816 129,096 24% 2020-03-31
IBERIABANK CORP 97,714 173,619 44% 2020-03-31
Argent Trust Co 97,461 86,752 12% 2020-03-31
Abacus Planning Group, Inc. 96,643 48,788 98% 2020-03-31
Chicago Partners Investment Group LLC 96,135 108,784 12% 2020-03-31
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 95,324 109,032 13% 2020-03-31
SUN LIFE FINANCIAL INC 93,562 15,162 517% 2020-03-31
Tarbox Group, Inc. 93,260 75,590 23% 2020-03-31
Chesapeake Wealth Management 93,003 91,980 1% 2020-03-31
Apex Investment Services, Inc. 92,675 64,137 44% 2020-03-31
Diversified Trust Co 92,629 89,775 3% 2020-03-31
Bristlecone Advisors, LLC 92,483 94,621 2% 2020-03-31
Litman Gregory Asset Management LLC 92,402 130,757 29% 2020-03-31
PANAGORA ASSET MANAGEMENT INC 90,232 186,923 52% 2020-03-31
JUMP TRADING, LLC 0 391,900 Sold Out 2020-03-31
FIRST MERCANTILE TRUST CO 89,766 0 New Buy 2020-03-31
Ramsay, Stattman, Vela & Price, Inc. 89,204 92,055 3% 2020-03-31
Montecito Bank & Trust 89,068 99,532 11% 2020-03-31
THOMPSON SIEGEL & WALMSLEY LLC 88,986 88,125 1% 2020-03-31
LEVEL FOUR ADVISORY SERVICES, LLC 88,656 100,097 11% 2020-03-31
BOSTON FINANCIAL MANGEMENT INC /MA 88,253 103,888 15% 2020-03-31
VICTORY CAPITAL MANAGEMENT INC 87,350 80,511 8% 2020-03-31
Chevy Chase Trust Holdings, Inc. 86,577 50,897 70% 2020-03-31
Birch Hill Investment Advisors LLC 85,881 86,805 1% 2020-03-31
Vivaldi Capital Management, LLC 85,325 108,171 21% 2020-03-31
New England Private Wealth Advisors LLC 83,631 85,966 3% 2020-03-31
PUTNAM FL INVESTMENT MANAGEMENT CO 82,887 111,180 25% 2020-03-31
Powell Investment Advisors, LLC 81,252 78,127 4% 2020-03-31
HBK Sorce Advisory LLC 80,171 90,518 11% 2020-03-31
STEPHENS INC /AR/ 80,034 362,522 78% 2020-03-31
ROPES WEALTH ADVISORS LLC 79,776 105,250 24% 2020-03-31
Dorsey & Whitney Trust CO LLC 79,288 79,060 0% 2020-03-31
MISSION WEALTH MANAGEMENT, LLC 78,758 60,772 30% 2020-03-31
FULTON BANK, N.A. 76,869 75,104 2% 2020-03-31
Shoker Investment Counsel, Inc. 75,693 80,128 6% 2020-03-31
Private Wealth Advisors, LLC 75,259 125,228 40% 2020-03-31
Abbrea Capital, LLC 75,199 97,588 23% 2020-03-31
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 75,050 7,298 928% 2020-03-31
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 74,739 5,357 1,295% 2020-03-31
American Financial Advisors, LLC 74,578 82,356 9% 2020-03-31
DELTA FINANCIAL ADVISORS LLC 74,268 77,968 5% 2020-03-31
Barrett Asset Management, LLC 74,191 74,781 1% 2020-03-31
Acropolis Investment Management, LLC 73,560 76,672 4% 2020-03-31
ALESCO ADVISORS LLC 72,001 84,196 14% 2020-03-31
ERn Financial, LLC 71,993 11,003 554% 2020-03-31
Crescent Grove Advisors, LLC 71,961 70,772 2% 2020-03-31
Ariel Capital Advisors, LLC 71,641 143,021 50% 2020-03-31
SIGMA INVESTMENT COUNSELORS INC 70,558 72,279 2% 2020-03-31
Pinnacle Wealth Planning Services, Inc. 69,941 48,517 44% 2020-03-31
Choate Investment Advisors 69,460 77,394 10% 2020-03-31
DAVIDSON D A & CO 69,416 56,197 24% 2020-03-31
DOWLING & YAHNKE INC 68,693 77,262 11% 2020-03-31
Graves-Light Private Wealth Management, Inc. 68,397 69,594 2% 2020-03-31
Perigon Wealth Management, LLC 68,219 59,999 14% 2020-03-31
Murphy, Middleton, Hinkle & Parker, Inc. 67,417 70,661 5% 2020-03-31
Bremer Bank National Association 66,831 67,345 1% 2020-03-31
Smith & Howard Wealth Management, LLC 65,875 77,639 15% 2020-03-31
Beacon Pointe Advisors, LLC 65,771 27,801 137% 2020-03-31
All Terrain Financial Advisors, LLC 65,667 84,965 23% 2020-03-31
Goodman & Company, Investment Counsel Ltd. 65,587 67,084 2% 2020-03-31
Financial Advisory Service, Inc. 65,367 92,869 30% 2020-03-31
ROCKLAND TRUST CO 65,362 123,747 47% 2020-03-31
CIM INVESTMENT MANGEMENT INC 65,204 65,204 No Change 2020-03-31
Private Capital Group, LLC 64,857 76,346 15% 2020-03-31
CAROLINAS WEALTH CONSULTING LLC 64,215 0 New Buy 2020-03-31
ARGI Investment Services, LLC 63,743 53,436 19% 2020-03-31
Coconut Grove Bank 63,513 76,591 17% 2020-03-31
Marketfield Asset Management LLC 63,467 249,013 75% 2020-03-31
ETRADE Capital Management LLC 38,013 36,283 5% 2020-03-31
Ashfield Capital Partners, LLC 63,185 40,409 56% 2020-03-31
HARBOR INVESTMENT ADVISORY, LLC 62,786 59,307 6% 2020-03-31
COHEN LAWRENCE B 61,911 78,821 21% 2020-03-31
PINNACLE ASSOCIATES LTD 61,314 72,913 16% 2020-03-31
CITY HOLDING CO 61,183 62,024 1% 2020-03-31
PRUDENTIAL CORP PLC 60,934 60,934 No Change 2020-03-31
PEAPACK GLADSTONE FINANCIAL CORP 0 101,224 Sold Out 2020-03-31
Laurel Wealth Advisors LLC 59,597 61,790 4% 2020-03-31
NEXT Financial Group, Inc 1,837 57,220 97% 2020-03-31
Pennsylvania Trust Co 59,279 0 New Buy 2020-03-31
Mosaic Family Wealth, LLC 59,258 61,476 4% 2020-03-31
Manchester Capital Management LLC 59,116 86,984 32% 2020-03-31
CONNORS INVESTOR SERVICES INC 58,549 58,793 0% 2020-03-31
NBT BANK N A /NY 58,458 58,338 0% 2020-03-31
NWQ INVESTMENT MANAGEMENT CO LLC 58,282 262,652 78% 2020-03-31
Summit Trail Advisors, LLC 57,262 0 New Buy 2020-03-31
Providence First Trust Co 57,248 57,248 No Change 2020-03-31
Smith, Salley & Associates 1,965 10,514 81% 2020-03-31
CAPE COD FIVE CENTS SAVINGS BANK 56,545 42,791 32% 2020-03-31
SHEETS SMITH & ASSOCIATES INC 56,453 56,215 0% 2020-03-31
Sandy Spring Bank 56,326 49,942 13% 2020-03-31
Rain Capital Management, LLC 56,311 65,267 14% 2020-03-31
River Wealth Advisors LLC 56,278 104,285 46% 2020-03-31
Archetype Wealth Partners, LLC 55,828 54,623 2% 2020-03-31
TRUEWEALTH LLC 55,734 70,185 21% 2020-03-31
Biltmore Family Office, LLC 55,523 50,854 9% 2020-03-31
Watch Point Trust Co 55,160 55,739 1% 2020-03-31
Capital Advisors, Ltd. LLC 54,970 64,091 14% 2020-03-31
IHT Wealth Management, LLC 54,823 62,666 13% 2020-03-31
FCG ADVISORS, LLC 54,539 49,730 10% 2020-03-31
ARBOR TRUST WEALTH ADVISORS, LLC 54,274 59,090 8% 2020-03-31
JJJ Advisors Inc. 54,175 53,525 1% 2020-03-31
Goss Wealth Management LLC 54,168 64,105 16% 2020-03-31
Fluent Financial, LLC 53,959 58,947 8% 2020-03-31
Ledyard National Bank 53,731 68,444 21% 2020-03-31
Asset Management Group, Inc. 53,103 53,503 1% 2020-03-31
MUTUAL OF OMAHA BANK WEALTH MANAGEMENT 52,951 51,053 4% 2020-03-31
NORTHEAST INVESTMENT MANAGEMENT 52,918 69,744 24% 2020-03-31
INVESTMENT PARTNERS LTD /OH/ /ADV 52,757 53,509 1% 2020-03-31
CFG Asset Management LLC 52,647 0 New Buy 2020-03-31
BAILARD, INC. 52,623 57,581 9% 2020-03-31
STERLING INVESTMENT ADVISORS LLC /ADV 52,472 52,825 1% 2020-03-31
NTV ASSET MANAGEMENT LLC 50,686 54,420 7% 2020-03-31
Family Firm, Inc. 50,478 53,384 5% 2020-03-31
RMB Capital Management, LLC 49,909 72,394 31% 2020-03-31
ProVise Management Group, LLC 49,438 51,522 4% 2020-03-31
Fragasso Group Inc. 49,310 88,487 44% 2020-03-31
SVB Wealth Advisory, Inc. 49,282 65,041 24% 2020-03-31
Alexandria Capital, LLC 3,100 3,100 No Change 2020-03-31
Midwest Professional Planners, LTD. 48,737 71,067 31% 2020-03-31
Meristem, LLP 48,512 48,125 1% 2020-03-31
FIRST CITIZENS BANK & TRUST CO 48,130 0 New Buy 2020-03-31
Intersect Capital LLC 47,619 50,571 6% 2020-03-31
MURPHY CAPITAL MANAGEMENT INC 47,103 58,538 20% 2020-03-31
Trust Co of Kansas 47,049 0 New Buy 2020-03-31
STALEY CAPITAL ADVISERS INC 46,631 49,131 5% 2020-03-31
One Capital Management, LLC 46,288 35,430 31% 2020-03-31
Integrated Investment Consultants, LLC 46,229 95,802 52% 2020-03-31
THORNBURG INVESTMENT MANAGEMENT INC 46,206 110,737 58% 2020-03-31
XML Financial, LLC 45,880 55,233 17% 2020-03-31
INTRUST BANK NA 45,812 45,292 1% 2020-03-31
Curbstone Financial Management Corp 45,802 55,002 17% 2020-03-31
HERSHEY TRUST CO 45,500 0 New Buy 2020-03-31
Calamos Wealth Management LLC 45,155 122,236 63% 2020-03-31
Pettinga Financial Advisors, LLC 45,049 41,429 9% 2020-03-31
BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP 44,959 245,959 82% 2020-03-31
SCOTIA CAPITAL INC. 44,946 49,665 10% 2020-03-31
APPLETON PARTNERS INC/MA 44,742 47,445 6% 2020-03-31
FOSTER & MOTLEY INC 44,708 40,801 10% 2020-03-31
Parallel Advisors, LLC 44,556 66,297 33% 2020-03-31
Aveo Capital Partners, LLC 44,546 109,769 59% 2020-03-31
Capital Bank & Trust Co 44,375 18,893 135% 2020-03-31
FIRST INTERSTATE BANK 44,374 54,518 19% 2020-03-31
JMG Financial Group, Ltd. 44,240 69,246 36% 2020-03-31
DAVENPORT & CO LLC 44,204 45,604 3% 2020-03-31
Vista Private Wealth Partners. LLC 44,167 47,611 7% 2020-03-31
Community Bank, N.A. 43,818 42,231 4% 2020-03-31
Hilltop Holdings Inc. 43,735 0 New Buy 2020-03-31
M Holdings Securities, Inc. 43,223 30,942 40% 2020-03-31
Carleon Capital Partners LLC 43,200 427,304 90% 2020-03-31
Global Strategic Investment Solutions, LLC 0 148,311 Sold Out 2020-03-31
North Star Investment Management Corp. 43,073 47,657 10% 2020-03-31
Strategic Wealth Partners, Ltd. 42,373 42,373 No Change 2020-03-31
Sowell Financial Services LLC 41,943 64,373 35% 2020-03-31
NORTHWEST INVESTMENT COUNSELORS, LLC 41,748 41,814 0% 2020-03-31
Goelzer Investment Management, Inc. 41,730 41,307 1% 2020-03-31
TCI Wealth Advisors, Inc. 41,447 45,020 8% 2020-03-31
St. Johns Investment Management Company, LLC 41,446 58,016 29% 2020-03-31
Columbia Trust Co 01012016 0 36,840 Sold Out 2020-03-31
CAPITAL ONE FINANCIAL CORP 41,369 0 New Buy 2020-03-31
Mount Yale Investment Advisors, LLC 41,294 39,527 4% 2020-03-31
Independence Bank of Kentucky 41,288 19,708 109% 2020-03-31
Roble, Belko & Company, Inc 41,131 43,531 6% 2020-03-31
Capital Investment Advisors, LLC 41,032 63,600 35% 2020-03-31
ENCORE BANK NA 40,891 33,712 21% 2020-03-31
TRUST CO OF VERMONT 40,664 40,854 0% 2020-03-31
HIGHLAND CAPITAL MANAGEMENT CORP 40,625 67,570 40% 2020-03-31
FARMERS & MERCHANTS INVESTMENTS INC 40,596 44,646 9% 2020-03-31
Cubic Asset Management, LLC 40,404 39,976 1% 2020-03-31
Penobscot Investment Management Company, Inc. 40,241 48,990 18% 2020-03-31
Kovack Advisors, Inc. 40,202 21,766 85% 2020-03-31
Valmark Advisers, Inc. 39,789 39,821 0% 2020-03-31
Pinnacle Bank 39,696 36,221 10% 2020-03-31
Buckingham Asset Management, LLC 39,511 45,071 12% 2020-03-31
IFP Advisors, Inc 39,285 32,126 22% 2020-03-31
EAGLE GLOBAL ADVISORS LLC 39,085 11,320 245% 2020-03-31
ASPIRIANT, LLC 38,866 77,806 50% 2020-03-31
Cetera Investment Advisers 38,749 45,028 14% 2020-03-31
Argent Wealth Management LLC 38,576 45,234 15% 2020-03-31
Disciplined Investments, LLC 38,325 0 New Buy 2020-03-31
MPS Loria Financial Planners, LLC 38,292 40,478 5% 2020-03-31
Arete Wealth Advisors, LLC 38,265 38,498 1% 2020-03-31
CHARTER TRUST CO 38,195 48,248 21% 2020-03-31
AE Wealth Management LLC 37,914 68,642 45% 2020-03-31
Boltwood Capital Management 37,855 63,365 40% 2020-03-31
Bruderman Asset Management, LLC 37,824 49,415 23% 2020-03-31
SWISS RE LTD 37,750 37,750 No Change 2020-03-31
Avestar Capital, LLC 37,692 20,386 85% 2020-03-31
GV Capital Management 37,413 44,361 16% 2020-03-31
DUMONT & BLAKE INVESTMENT ADVISORS LLC 37,409 38,742 3% 2020-03-31
Sigma Planning Corp 37,288 46,043 19% 2020-03-31
WSFS CAPITAL MANAGEMENT, LLC 36,955 36,125 2% 2020-03-31
Bank of the Ozarks 36,911 40,921 10% 2020-03-31
BENJAMIN F. EDWARDS & COMPANY, INC. 36,799 39,825 8% 2020-03-31
Eukles Asset Management 36,781 37,896 3% 2020-03-31
BERRY GROUP, LLC 36,733 32,054 15% 2020-03-31
Private Ocean, LLC 36,504 39,834 8% 2020-03-31
CWM, LLC 36,461 56,231 35% 2020-03-31
BANK OF HAWAII 36,395 36,904 1% 2020-03-31
Merriman Wealth Management, LLC 36,173 41,985 14% 2020-03-31
CPCM, LLC 35,974 70,731 49% 2020-03-31
Laurel Wealth Advisors, Inc. 35,855 39,282 9% 2020-03-31
Warren Averett Asset Management, LLC 35,470 99,550 64% 2020-03-31
Wolff Financial Management LLC 35,300 32,650 8% 2020-03-31
Neuberger Berman Group LLC 35,128 28,525 23% 2020-03-31
ALPHA WINDWARD LLC 34,842 51,359 32% 2020-03-31
ROTHSCHILD INVESTMENT CORP /IL 34,790 36,252 4% 2020-03-31
Personal Wealth Partners 34,760 37,606 8% 2020-03-31
Granite Investment Advisors, Inc. 34,601 35,636 3% 2020-03-31
Financial Strategy Network, LLC 34,335 0 New Buy 2020-03-31
CONGRESS ASSET MANAGEMENT CO /MA 34,285 41,185 17% 2020-03-31
HENGEHOLD CAPITAL MANAGEMENT LLC 34,253 11,180 206% 2020-03-31
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 0 23,700 Sold Out 2020-03-31
GREAT WEST LIFE ASSURANCE CO /CAN/ 34,208 0 New Buy 2020-03-31
Csenge Advisory Group 34,202 33,559 2% 2020-03-31
WHITE PINE CAPITAL LLC 34,149 37,517 9% 2020-03-31
Landsberg, Bennett, & Dubbaneh LLC 33,984 5,841 482% 2020-03-31
Farmers & Merchants Trust Co of Long Beach 33,896 39,351 14% 2020-03-31
VeraBank, N.A. 33,788 37,167 9% 2020-03-31
BRADLEY FOSTER & SARGENT INC/CT 33,488 43,568 23% 2020-03-31
NICOLET ADVISORY SERVICES, LLC 33,427 3,365 893% 2020-03-31
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 33,242 31,077 7% 2020-03-31
MidWestOne Financial Group, Inc. 33,131 29,499 12% 2020-03-31
Crewe Advisors LLC 33,079 33,781 2% 2020-03-31
We Are One Seven, LLC 32,582 35,960 9% 2020-03-31
Blue Fin Capital, Inc. 32,471 39,916 19% 2020-03-31
RESOURCES MANAGEMENT CORP /CT/ /ADV 32,224 33,279 3% 2020-03-31
ClariVest Asset Management LLC 31,999 15,840 102% 2020-03-31
OLD NATIONAL BANCORP /IN/ 31,731 32,248 2% 2020-03-31
Alpha Cubed Investments, LLC 31,517 33,623 6% 2020-03-31
Connor, Clark & Lunn Investment Management Ltd. 31,491 23,073 36% 2020-03-31
DAVIS R M INC 31,443 31,920 1% 2020-03-31
WOODSTOCK CORP 31,390 31,390 No Change 2020-03-31
Atlas Brown,Inc. 31,104 28,714 8% 2020-03-31
LFA - Lugano Financial Advisors SA 31,072 33,455 7% 2020-03-31
Guidance Point Advisors, LLC 30,965 30,546 1% 2020-03-31
MIRSKY FINANCIAL MANAGEMENT CORP. 30,935 30,935 No Change 2020-03-31
CHEMUNG CANAL TRUST CO 30,614 86,448 65% 2020-03-31
MOLLER FINANCIAL SERVICES 30,543 30,737 1% 2020-03-31
Palisade Asset Management, LLC 30,021 35,637 16% 2020-03-31
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 30,014 41,847 28% 2020-03-31
FORTE CAPITAL LLC /ADV 29,657 44,028 33% 2020-03-31
Wealthstreet Investment Advisors, LLC 29,407 37,993 23% 2020-03-31
Rafferty Asset Management, LLC 29,222 127,610 77% 2020-03-31
Holistic Financial Partners 29,197 29,375 1% 2020-03-31
Accredited Investors Inc. 29,188 287,133 90% 2020-03-31
Resonant Capital Advisors, LLC 29,081 38,069 24% 2020-03-31
Pensionmark Financial Group, LLC 28,533 29,658 4% 2020-03-31
MEEDER ASSET MANAGEMENT INC 28,447 30,177 6% 2020-03-31
Parsec Financial Management, Inc. 28,423 38,431 26% 2020-03-31
Carnegie Capital Asset Management, LLC 28,410 26,630 7% 2020-03-31
Tortoise Investment Management, LLC 28,318 40,119 29% 2020-03-31
BLB&B Advisors, LLC 28,304 17,122 65% 2020-03-31
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 28,209 28,209 No Change 2020-03-31
Beaumont Financial Partners, LLC 28,085 16,516 70% 2020-03-31
Jolley Asset Management, LLC 27,943 27,943 No Change 2020-03-31
Trust Co 27,915 33,133 16% 2020-03-31
WADE G W & INC 27,859 33,042 16% 2020-03-31
WELCH & FORBES LLC 27,648 33,470 17% 2020-03-31
Global Retirement Partners, LLC 27,536 30,884 11% 2020-03-31
OXFORD FINANCIAL GROUP LTD 27,507 27,507 No Change 2020-03-31
Paragon Capital Management Ltd 27,303 19,384 41% 2020-03-31
Towerpoint Wealth, LLC 27,169 27,689 2% 2020-03-31
BigSur Wealth Management LLC 27,000 41,464 35% 2020-03-31
JSF Financial, LLC 26,816 57,889 54% 2020-03-31
Taylor, Cottrill, Erickson & Associates, Inc. 26,785 26,210 2% 2020-03-31
Nicholas Hoffman & Company, LLC. 26,642 31,979 17% 2020-03-31
Seven Post Investment Office LP 26,365 26,365 No Change 2020-03-31
WELLINGTON MANAGEMENT CO LLP 26,325 0 New Buy 2020-03-31
Aries Wealth Management 26,322 25,935 1% 2020-03-31
Affiance Financial, LLC 26,272 26,945 2% 2020-03-31
Halbert, Hargrove/Russell LLC 26,186 1,358,370 98% 2020-03-31
MATHER GROUP, INC. 26,173 11,769 122% 2020-03-31
Hubbell Strickland Wealth Management, LLC 26,111 26,566 2% 2020-03-31
Modera Wealth Management, LLC 26,088 6,173 323% 2020-03-31
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 26,050 29,537 12% 2020-03-31
Personal Capital Advisors Corp 26,006 21,269 22% 2020-03-31
Klingman & Associates, LLC 25,944 25,692 1% 2020-03-31
First Allied Advisory Services, Inc. 25,879 32,940 21% 2020-03-31
FAGAN ASSOCIATES, INC. 25,873 24,935 4% 2020-03-31
RPTC Inc. 25,721 25,721 No Change 2020-03-31
Partnervest Advisory Services LLC 10,525 57,732 82% 2020-03-31
WASHINGTON TRUST BANK 25,574 25,253 1% 2020-03-31
Dynamic Advisors Solutions LLC 25,495 30,314 16% 2020-03-31
Bridgeworth, LLC 25,470 21,362 19% 2020-03-31
Ferris Capital, LLC 25,460 25,460 No Change 2020-03-31
Union Bankshares Corp 25,446 0 New Buy 2020-03-31
Peterson Wealth Advisors, LLC 25,335 0 New Buy 2020-03-31
NORTHERN OAK CAPITAL MANAGEMENT INC 25,301 0 New Buy 2020-03-31
ANCHOR CAPITAL ADVISORS INC 25,232 29,713 15% 2020-03-31
NAPLES GLOBAL ADVISORS, LLC 25,215 25,215 No Change 2020-03-31
Baystate Wealth Management LLC 25,078 14,323 75% 2020-03-31
Meridian Wealth Management, LLC 24,954 7,732 223% 2020-03-31
Great Diamond Partners, LLC 24,875 32,221 23% 2020-03-31
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 24,717 35,399 30% 2020-03-31
Jordan Park Group LLC 24,626 376,668 93% 2020-03-31
Patriot Investment Management Inc. 24,441 23,206 5% 2020-03-31
BTR CAPITAL MANAGEMENT INC 24,435 15,365 59% 2020-03-31
Allianz Asset Management AG 24,320 188,741 87% 2020-03-31
Summit Investment Advisors, Inc. 24,265 17,734 37% 2020-03-31
HawsGoodwin Investment Management LLC 24,212 9,414 157% 2020-03-31
National Asset Management, Inc. 24,108 7,454 223% 2020-03-31
Windsor Group LTD 24,090 39,380 39% 2020-03-31
WEST BANCORPORATION INC 24,015 26,896 11% 2020-03-31
BERKSHIRE ASSET MANAGEMENT INC/PA 23,969 30,007 20% 2020-03-31
Berman Capital Advisors, LLC 23,960 24,062 0% 2020-03-31
Truepoint, Inc. 23,916 48,895 51% 2020-03-31
TOMPKINS FINANCIAL CORP 23,887 21,780 10% 2020-03-31
CAPROCK Group, Inc. 23,805 129,037 82% 2020-03-31
O'Dell Group, LLC 23,789 24,537 3% 2020-03-31
Trellis Advisors, LLC 23,777 24,296 2% 2020-03-31
Windsor Capital Management, LLC 23,675 22,350 6% 2020-03-31
MANAGED ACCOUNT SERVICES INC 23,476 27,528 15% 2020-03-31
55I, LLC 23,416 4,034 480% 2020-03-31
Stordahl Capital Management, Inc. 23,285 27,161 14% 2020-03-31
STEPHENSON NATIONAL BANK & TRUST 23,266 11,311 106% 2020-03-31
FIRST NATIONAL BANK OF OMAHA 23,256 19,964 16% 2020-03-31
Patten Group, Inc. 22,880 25,070 9% 2020-03-31
Harbour Capital Advisors, LLC 22,860 25,325 10% 2020-03-31
Ironwood Wealth Management, llc 22,808 154,716 85% 2020-03-31
SMITHFIELD TRUST CO 22,790 35,393 36% 2020-03-31
Segment Wealth Management, LLC 22,686 22,838 1% 2020-03-31
GYL FINANCIAL SYNERGIES, LLC 22,452 25,461 12% 2020-03-31
Capital Analysts, Inc. 22,417 29,686 24% 2020-03-31
Fusion Family Wealth LLC 22,352 10,136 121% 2020-03-31
WESTWOOD HOLDINGS GROUP INC 22,339 22,189 1% 2020-03-31
Stearns Financial Services Group 22,323 47,642 53% 2020-03-31
MIDDLETON & CO INC/MA 22,250 22,500 1% 2020-03-31
CCG WEALTH MANAGEMENT, LLC 22,206 51,207 57% 2020-03-31
Firestone Capital Management 22,132 1,562 1,317% 2020-03-31
Carnick & Kubik Group, LLC 22,114 22,798 3% 2020-03-31
Busey Trust CO 0 23,767 Sold Out 2020-03-31
LIBERTY WEALTH MANAGEMENT LLC 22,001 22,368 2% 2020-03-31
Good Life Advisors, LLC 21,885 9,205 138% 2020-03-31
TOBIAS FINANCIAL ADVISORS, INC. 21,553 21,552 0% 2020-03-31
Iron Financial, LLC 21,535 21,585 0% 2020-03-31
Bank Julius Baer & Co. Ltd, Zurich 21,484 0 New Buy 2020-03-31
Evanson Asset Management, LLC 21,245 39,484 46% 2020-03-31
Greenline Partners, LLC 20,948 20,948 No Change 2020-03-31
Advisors Preferred, LLC 20,911 0 New Buy 2020-03-31
Fortis Advisors, LLC 20,658 22,481 8% 2020-03-31
Larson Financial Group LLC 20,445 898 2,177% 2020-03-31
CAHABA WEALTH MANAGEMENT, INC. 20,408 18,395 11% 2020-03-31
Strategic Wealth Advisors Group,Inc. 20,391 36,710 44% 2020-03-31
Budros, Ruhlin & Roe, Inc. 20,365 19,314 5% 2020-03-31
Paracle Advisors, LLC 20,248 50,567 60% 2020-03-31
Robertson Stephens Wealth Management, LLC 20,235 35,469 43% 2020-03-31
Well Done, LLC 20,088 30,393 34% 2020-03-31
SCBT FINANCIAL CORP 20,070 26,524 24% 2020-03-31
Winthrop Advisory Group LLC 20,001 67,497 70% 2020-03-31
Starfire Investment Advisers, Inc. 19,883 25,330 22% 2020-03-31
BANK OF STOCKTON 19,749 19,727 0% 2020-03-31
CAMBRIDGE TRUST CO 19,730 23,944 18% 2020-03-31
EFG Asset Management (Americas) Corp. 19,681 19,892 1% 2020-03-31
Wealthcare Advisory Partners LLC 19,641 124,130 84% 2020-03-31
Burns Wealth Management, Inc. 19,575 20,822 6% 2020-03-31
Fairhaven Wealth Management, LLC 19,572 22,115 11% 2020-03-31
Nexus Investment Management Inc. 19,550 20,690 6% 2020-03-31
TIEMANN INVESTMENT ADVISORS, LLC 19,550 19,968 2% 2020-03-31
HAVERFORD TRUST CO 19,492 20,396 4% 2020-03-31
IFG Advisory, LLC 19,262 20,210 5% 2020-03-31
Freestone Capital Holdings, LLC 19,140 10,287 86% 2020-03-31
CEDAR CAPITAL, LLC 18,700 16,132 16% 2020-03-31
Capital Financial Planning, LLC 18,682 22,787 18% 2020-03-31
Adviser Investments LLC 18,678 50,678 63% 2020-03-31
ATHENA CAPITAL ADVISORS LLC 18,609 18,609 No Change 2020-03-31
IRONWOOD INVESTMENT MANAGEMENT LLC 18,582 0 New Buy 2020-03-31
Soltis Investment Advisors LLC 18,516 24,742 25% 2020-03-31
Pictet North America Advisors SA 18,503 16,000 16% 2020-03-31
BANQUE PICTET & CIE SA 18,503 16,000 16% 2020-03-31
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 18,409 14,226 29% 2020-03-31
WEDBUSH MORGAN SECURITIES INC 18,077 24,227 25% 2020-03-31
ATTICUS WEALTH MANAGEMENT, LLC 18,034 25,090 28% 2020-03-31
Butler Wick Trust CO 17,939 16,993 6% 2020-03-31
Lutz Financial Services LLC 17,917 48,687 63% 2020-03-31
CHARTWELL INVESTMENT PARTNERS, INC. 17,911 17,911 No Change 2020-03-31
JNB Advisors LLC 17,887 0 New Buy 2020-03-31
Global Trust Asset Management, LLC 17,868 18,318 2% 2020-03-31
FARR MILLER & WASHINGTON LLC/DC 17,812 18,065 1% 2020-03-31
Enterprise Bank & Trust Co 17,773 17,866 1% 2020-03-31
Nelson Roberts Investment Advisors, LLC 17,713 50,891 65% 2020-03-31
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 17,688 18,483 4% 2020-03-31
PARTNERS CAPITAL INVESTMENT GROUP, LLP 17,540 17,540 No Change 2020-03-31
Rikoon Group, LLC 17,359 16,815 3% 2020-03-31
JFS WEALTH ADVISORS, LLC 17,246 11,632 48% 2020-03-31
OLD SECOND NATIONAL BANK OF AURORA 17,178 21,137 19% 2020-03-31
Schneider Downs Wealth Management Advisors, LP 17,169 16,093 7% 2020-03-31
Landmark Financial Advisors, LLC 17,161 20,524 16% 2020-03-31
RESTON WEALTH MANAGEMENT LLC 17,075 3,679 364% 2020-03-31
Savant Capital Management Inc 17,012 15,642 9% 2020-03-31
Archford Capital Strategies, LLC 16,899 42,255 60% 2020-03-31
Hillman Capital Management, Inc.(Mark Hillman) 16,799 15,845 6% 2020-03-31
Capital Wealth Alliance, LLC 16,672 46,536 64% 2020-03-31
PERSONAL CFO SOLUTIONS, LLC 16,666 11,326 47% 2020-03-31
Regent Peak Wealth Advisors LLC 16,596 20,159 18% 2020-03-31
InterOcean Capital, LLC 16,589 27,759 40% 2020-03-31
CYNOSURE MANAGEMENT, LLC 16,531 15,197 9% 2020-03-31
UNITED BANK /VA/ 16,507 16,507 No Change 2020-03-31
NICHOLS & PRATT ADVISERS LLP /MA 16,465 15,860 4% 2020-03-31
Princeton Portfolio Strategies Group LLC 16,441 0 New Buy 2020-03-31
PUTNAM INVESTMENTS LLC 16,382 0 New Buy 2020-03-31
SIGNATUREFD, LLC 16,345 47,354 65% 2020-03-31
Hudock Moyer Wealth Resources, LLC 16,286 15,912 2% 2020-03-31
ELM ADVISORS, LLC 16,140 16,140 No Change 2020-03-31
LCNB CORP 16,058 16,080 0% 2020-03-31
Vestmark Advisory Solutions, Inc. 15,849 0 New Buy 2020-03-31
Traverso Chambers Private Wealth Management, LLC 15,846 16,656 5% 2020-03-31
Ullmann Financial Group, Inc. 15,825 16,853 6% 2020-03-31
Kingsview Wealth Management, LLC 15,779 0 New Buy 2020-03-31
DAVIDSON TRUST CO 15,711 15,711 No Change 2020-03-31
Long Road Investment Counsel, LLC 15,490 15,490 No Change 2020-03-31
Sunburst Financial Group, LLC 15,429 8,737 77% 2020-03-31
First Command Bank 15,345 16,161 5% 2020-03-31
First Command Financial Services, Inc. 15,345 16,161 5% 2020-03-31
Capital Investment Advisory Services, LLC 15,321 91,333 83% 2020-03-31
NWAM LLC 15,305 18,856 19% 2020-03-31
Marquette Asset Management Inc. 15,294 35,762 57% 2020-03-31
ACCESS FINANCIAL SERVICES, INC. 15,259 19,839 23% 2020-03-31
Pointe Capital Management LLC 15,206 14,881 2% 2020-03-31
PARK NATIONAL CORP /OH/ 14,939 17,649 15% 2020-03-31
Mechanics Bank Trust Department 14,879 13,214 13% 2020-03-31
Franklin, Parlapiano, Turner & Welch, LLC 14,858 14,858 No Change 2020-03-31
Squar Milner Financial Services LLC 14,833 15,529 4% 2020-03-31
Patriot Financial Group Insurance Agency, LLC 14,823 17,118 13% 2020-03-31
Garde Capital, Inc. 14,815 24,719 40% 2020-03-31
Empirical Financial Services, LLC 14,769 16,448 10% 2020-03-31
Financial Advocates Investment Management 14,736 18,487 20% 2020-03-31
KG&L Capital Management,LLC 14,728 16,450 10% 2020-03-31
LEE DANNER & BASS INC 14,598 14,399 1% 2020-03-31
Brookmont Capital Management 14,594 14,594 No Change 2020-03-31
Cedar Brook Financial Partners, LLC 14,545 16,873 14% 2020-03-31
Homrich & Berg 14,508 24,178 40% 2020-03-31
Diversified Portfolios, Inc. 14,496 14,962 3% 2020-03-31
Magnus Financial Group LLC 3,200 17,077 81% 2020-03-31
FCA CORP /TX 14,278 14,278 No Change 2020-03-31
KANAWHA CAPITAL MANAGEMENT LLC 14,208 13,509 5% 2020-03-31
Radnor Capital Management, LLC 14,167 14,167 No Change 2020-03-31
Eudaimonia Partners, LLC 14,150 0 New Buy 2020-03-31
McAdam, LLC 14,144 0 New Buy 2020-03-31
AlphaCore Capital LLC 14,127 27,671 49% 2020-03-31
Fisher Asset Management, LLC(Kenneth L. Fisher) 14,093 15,108 7% 2020-03-31
SimpliFi, Inc. 14,048 15,550 10% 2020-03-31
Affinity Capital Advisors, LLC 13,967 0 New Buy 2020-03-31
RETIREMENT INCOME SOLUTIONS, INC 13,909 19,385 28% 2020-03-31
CLIFFORD SWAN INVESTMENT COUNSEL LLC 13,874 12,066 15% 2020-03-31
Legacy Bridge, LLC 13,857 25,002 45% 2020-03-31
Massey, Quick & Co., LLC 13,847 67,185 79% 2020-03-31
Financeware, Inc. 13,717 16,692 18% 2020-03-31
Financial Advisors Network, Inc. 13,627 18,992 28% 2020-03-31
Parisi Gray Wealth Management 13,615 14,281 5% 2020-03-31
Yale Capital CORP 13,575 23,389 42% 2020-03-31
Carlson Capital Management 13,524 13,559 0% 2020-03-31
Legacy Financial Advisors, Inc. 13,470 12,861 5% 2020-03-31
EWG Elevate Inc. 13,430 0 New Buy 2020-03-31
Allen Investment Management LLC 13,361 13,414 0% 2020-03-31
Conservest Capital Advisors, Inc. 13,354 3,915 241% 2020-03-31
AMERITAS INVESTMENT CORP 13,349 12,152 10% 2020-03-31
KINGS POINT CAPITAL MANAGEMENT 13,225 12,695 4% 2020-03-31
BURNEY CO/ 13,158 13,163 0% 2020-03-31
LeJeune Puetz Investment Counsel LLC 13,087 13,837 5% 2020-03-31
PEOPLES BANK NATIONAL ASSOCIATION 13,050 13,100 0% 2020-03-31
CABOT MONEY MANAGEMENT INC 12,979 43,633 70% 2020-03-31
ST GERMAIN D J CO INC 12,953 14,150 8% 2020-03-31
Moloney Securities Asset Management, LLC 12,932 14,654 12% 2020-03-31
One Wealth Advisors, LLC 12,894 0 New Buy 2020-03-31
Stockman Asset Management 12,890 11,580 11% 2020-03-31
HBW Advisory Services LLC 12,729 0 New Buy 2020-03-31
EARNEST PARTNERS LLC 12,687 12,687 No Change 2020-03-31
Cambridge Advisors Inc. 12,578 12,425 1% 2020-03-31
BEESE FULMER INVESTMENT MANAGEMENT, INC. 12,523 10,448 20% 2020-03-31
LEAVELL INVESTMENT MANAGEMENT, INC. 12,417 12,417 No Change 2020-03-31
Intellectus Partners, LLC 12,388 15,170 18% 2020-03-31
West Coast Financial LLC 12,260 18,475 34% 2020-03-31
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 12,195 12,195 No Change 2020-03-31
EisnerAmper Wealth Management Corporate Benefits, LLC 12,172 12,275 1% 2020-03-31
Andesa Financial Management Inc. 12,166 0 New Buy 2020-03-31
tru Independence LLC 5,240 0 New Buy 2020-03-31
LifePlan Financial Group, Inc 12,126 14,377 16% 2020-03-31
Marietta Wealth Management, LLC 12,097 12,863 6% 2020-03-31
Plante Moran Financial Advisors Ltd Partnership 11,975 24,223 51% 2020-03-31
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 11,968 12,897 7% 2020-03-31
Apella Capital, LLC 11,940 0 New Buy 2020-03-31
STRATEGY ASSET MANAGERS LLC 11,858 13,152 10% 2020-03-31
CULBERTSON A N & CO INC 11,735 14,367 18% 2020-03-31
Essex Private Wealth Management, LLC 11,716 16,916 31% 2020-03-31
Pure Financial Advisors, Inc. 11,589 13,654 15% 2020-03-31
HoyleCohen, LLC 11,559 14,742 22% 2020-03-31
Wade Financial Advisory, Inc 11,556 13,025 11% 2020-03-31
Telos Capital Management, Inc. 11,511 11,811 3% 2020-03-31
Gilman Hill Asset Management, LLC 11,457 12,842 11% 2020-03-31
Heritage Trust Co 11,455 11,428 0% 2020-03-31
COUNTRY TRUST BANK 11,443 34,556 67% 2020-03-31
Cornerstone Advisory, LLP 11,370 27,197 58% 2020-03-31
Essex Savings Bank 11,272 43,510 74% 2020-03-31
Financial Advisors, LLC 11,272 11,272 No Change 2020-03-31
TCW GROUP INC 11,160 11,160 No Change 2020-03-31
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 11,113 11,522 4% 2020-03-31
REGENTATLANTIC CAPITAL LLC 11,039 23,230 52% 2020-03-31
Leith Wheeler Investment Counsel Ltd. 10,975 17,200 36% 2020-03-31
Camden Capital, LLC 10,911 15,010 27% 2020-03-31
MOTCO 10,823 12,510 13% 2020-03-31
TRANSCEND WEALTH COLLECTIVE, LLC 10,796 7,084 52% 2020-03-31
Joel Isaacson & Co., LLC 10,762 12,312 13% 2020-03-31
Keebeck Alpha, LP 10,711 0 New Buy 2020-03-31
ACIMA PRIVATE WEALTH, LLC 10,572 10,572 No Change 2020-03-31
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 10,525 14,835 29% 2020-03-31
Elgethun Capital Management 10,470 8,908 18% 2020-03-31
Colorado Capital Management, Inc. 10,443 15,126 31% 2020-03-31
Fernwood Investment Management, LLC 10,427 16,697 38% 2020-03-31
Fulcrum Capital LLC 10,423 36,201 71% 2020-03-31
BURKE & HERBERT BANK & TRUST CO 10,386 10,157 2% 2020-03-31
Nachman Norwood & Parrott, Inc 10,343 13,727 25% 2020-03-31
Wells Trecaso Financial Group, LLC 10,285 11,610 11% 2020-03-31
MYCIO WEALTH PARTNERS, LLC 10,270 1,169,304 99% 2020-03-31
Omnia Family Wealth, LLC 10,265 10,265 No Change 2020-03-31
Private Wealth Group, LLC 10,262 169,253 94% 2020-03-31
L & S Advisors Inc 10,118 11,869 15% 2020-03-31
Frontier Wealth Management LLC 10,099 13,083 23% 2020-03-31
Bangor Savings Bank 10,017 10,066 0% 2020-03-31
Parkwood LLC 10,000 0 New Buy 2020-03-31
GILLESPIE ROBINSON & GRIMM INC 9,899 9,899 No Change 2020-03-31
Claro Advisors LLC 9,863 12,655 22% 2020-03-31
PARSONS CAPITAL MANAGEMENT INC/RI 9,847 9,840 0% 2020-03-31
Cordasco Financial Network 9,823 9,844 0% 2020-03-31
Cypress Wealth Services, LLC 9,818 11,967 18% 2020-03-31
OPTIMUM INVESTMENT ADVISORS 9,679 9,719 0% 2020-03-31
Apollon Wealth Management, LLC 9,668 5,195 86% 2020-03-31
EVOKE WEALTH, LLC 9,648 0 New Buy 2020-03-31
Ipswich Investment Management Co., Inc. 9,633 9,688 1% 2020-03-31
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 9,626 9,551 1% 2020-03-31
Rossmore Private Capital 9,571 10,663 10% 2020-03-31
Main Management LLC 9,499 146,337 94% 2020-03-31
Western Wealth Management, LLC 9,416 10,806 13% 2020-03-31
Cable Hill Partners, LLC 9,414 0 New Buy 2020-03-31
FIRST MERCHANTS CORP 9,404 17,355 46% 2020-03-31
PRIVATE ASSET MANAGEMENT INC 9,399 8,364 12% 2020-03-31
Moors & Cabot, Inc. 9,378 10,775 13% 2020-03-31
CAMDEN NATIONAL BANK 9,362 12,018 22% 2020-03-31
KCM INVESTMENT ADVISORS LLC 9,352 17,553 47% 2020-03-31
Brand Asset Management Group, Inc. 9,259 9,259 No Change 2020-03-31
Paradigm Financial Advisors, LLC 9,237 9,397 2% 2020-03-31
Zhang Financial LLC 9,228 14,039 34% 2020-03-31
QP WEALTH MANAGEMENT, LLC 9,200 8,051 14% 2020-03-31
Cribstone Capital Management, LLC 9,183 9,533 4% 2020-03-31
Connecticut Wealth Management, LLC 9,177 10,190 10% 2020-03-31
TFG Advisers LLC 7,138 9,129 22% 2020-03-31
ROOSEVELT INVESTMENT GROUP INC 9,114 10,114 10% 2020-03-31
FIS GROUP, INC. 4,282 0 New Buy 2020-03-31
Alpha Omega Wealth Management LLC 9,059 7,463 21% 2020-03-31
Employees Retirement System of Texas 9,000 54,074 83% 2020-03-31
Forest Hill Capital, LLC 9,000 9,000 No Change 2020-03-31
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 8,990 12,587 29% 2020-03-31
Reynders McVeigh Capital Management, LLC 8,882 15,326 42% 2020-03-31
Frisch Financial Group, Inc. 8,881 8,951 1% 2020-03-31
NORRIS PERNE & FRENCH LLP/MI 8,880 9,380 5% 2020-03-31
LWS Wealth Advisors, Inc. 8,822 26,825 67% 2020-03-31
Armbruster Capital Management, Inc. 8,806 11,826 26% 2020-03-31
PIONEER TRUST BANK N A/OR 8,800 8,800 No Change 2020-03-31
SENTINEL PENSION ADVISORS INC 8,772 0 New Buy 2020-03-31
MADISON WEALTH MANAGEMENT 8,729 19,552 55% 2020-03-31
DUNCKER STREETT & CO INC 8,708 9,000 3% 2020-03-31
Adams Asset Advisors, LLC 8,691 0 New Buy 2020-03-31
Relyea Zuckerberg Hanson LLC 8,675 5,900 47% 2020-03-31
Koshinski Asset Management, Inc. 8,628 10,043 14% 2020-03-31
Altium Wealth Management LLC 8,567 17,237 50% 2020-03-31
M&R CAPITAL MANAGEMENT INC 8,525 8,625 1% 2020-03-31
ADIRONDACK TRUST CO 8,512 8,457 1% 2020-03-31
Emerald Investment Partners, LLC 8,500 9,809 13% 2020-03-31
CYPRESS CAPITAL MANAGEMENT LLC 8,494 8,494 No Change 2020-03-31
Northeast Financial Consultants Inc 8,447 8,447 No Change 2020-03-31
SOL Capital Management CO 8,437 8,437 No Change 2020-03-31
HOWARD FINANCIAL SERVICES, LTD. 8,400 16,855 50% 2020-03-31
McCollum Christoferson Group LLC 8,242 8,242 No Change 2020-03-31
Wealth Architects, LLC 8,168 6,997 17% 2020-03-31
Keudell/Morrison Wealth Management 8,165 8,165 No Change 2020-03-31
Golden State Wealth Management, LLC 8,163 0 New Buy 2020-03-31
KLINGENSTEIN FIELDS & CO LLC 8,005 8,615 7% 2020-03-31
Bain Capital Public Equity Management II, LLC 8,000 0 New Buy 2020-03-31
Garrison Financial Corp 7,961 7,961 No Change 2020-03-31
NORTH STAR ASSET MANAGEMENT INC 7,861 8,191 4% 2020-03-31
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 7,847 8,031 2% 2020-03-31
Charles Schwab Trust Co 7,828 8,053 3% 2020-03-31
Plancorp, LLC 7,776 8,963 13% 2020-03-31
Bellecapital International Ltd. 7,704 7,704 No Change 2020-03-31
GABLES CAPITAL MANAGEMENT INC. 7,673 10,673 28% 2020-03-31
Integrated Wealth Concepts LLC 7,620 20,227 62% 2020-03-31
Clear Creek Financial Management, LLC 7,606 3,302 130% 2020-03-31
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 7,576 9,951 24% 2020-03-31
Alley Co LLC 7,523 7,865 4% 2020-03-31
BECK MACK & OLIVER LLC 7,500 7,500 No Change 2020-03-31
Keystone Financial Group 7,425 7,425 No Change 2020-03-31
D.B. Root & Company, LLC 7,425 7,433 0% 2020-03-31
Stelac Advisory Services LLC 7,415 7,415 No Change 2020-03-31
Ancora Advisors, LLC 7,406 0 New Buy 2020-03-31
D. SCOTT NEAL, INC. 7,397 6,747 10% 2020-03-31
Element Wealth, LLC 7,340 7,340 No Change 2020-03-31
WAYNE HUMMER INVESTMENTS L.L.C. 7,327 10,617 31% 2020-03-31
Vestcor Investment Management Corp 7,300 19,800 63% 2020-03-31
TRUSTCO BANK CORP N Y 7,289 0 New Buy 2020-03-31
Bank of Marin 7,234 7,032 3% 2020-03-31
Fiduciary Group LLC 7,229 7,229 No Change 2020-03-31
STATE BANK & TRUST 7,162 13,886 48% 2020-03-31
KFA Private Wealth Group, LLC 7,137 7,546 5% 2020-03-31
BHK Investment Advisors, LLC 7,119 7,619 7% 2020-03-31
Corient Capital Partners, LLC 7,092 7,605 7% 2020-03-31
Kuntz Lesher Capital LLC 7,015 7,082 1% 2020-03-31
Insight Wealth Strategies, LLC 7,010 7,233 3% 2020-03-31
Brown Advisory Securities, LLC 6,953 8,653 20% 2020-03-31
greenwich Wealth Management LLC 6,849 6,849 No Change 2020-03-31
Summit Asset Management, LLC 6,848 7,134 4% 2020-03-31
Brookstone Capital Management 6,839 54,887 88% 2020-03-31
HOWARD WEALTH MANAGEMENT, LLC 6,832 10,906 37% 2020-03-31
Lakeview Capital Partners, LLC 6,741 8,989 25% 2020-03-31
HM Capital Management, LLC 6,729 8,316 19% 2020-03-31
PLIMOTH TRUST CO LLC 6,669 6,987 5% 2020-03-31
Center for Financial Planning, Inc. 6,666 27,277 76% 2020-03-31
MATRIX ASSET ADVISORS INC/NY 6,626 6,620 0% 2020-03-31
Legacy Private Trust Co. 6,610 7,476 12% 2020-03-31
PRIVATE CAPITAL MANAGEMENT LLC 6,536 6,646 2% 2020-03-31
Americana Partners, LLC 6,530 10,943 40% 2020-03-31
RNC CAPITAL MANAGEMENT LLC 6,500 6,500 No Change 2020-03-31
Leisure Capital Management 6,490 0 New Buy 2020-03-31
CLIENT 1ST ADVISORY GROUP, LLC 6,435 6,435 No Change 2020-03-31
First Washington CORP 6,425 6,425 No Change 2020-03-31
SONATA CAPITAL GROUP INC 6,414 6,221 3% 2020-03-31
PARTHENON LLC 6,379 7,954 20% 2020-03-31
CFM WEALTH PARTNERS LLC 6,342 9,442 33% 2020-03-31
Arkadios Wealth Advisors 6,317 0 New Buy 2020-03-31
Cottage Street Advisors LLC 6,270 6,270 No Change 2020-03-31
Altavista Wealth Management, Inc. 6,250 0 New Buy 2020-03-31
FLAGSHIP HARBOR ADVISORS, LLC 6,231 5,531 13% 2020-03-31
DONALDSON CAPITAL MANAGEMENT, LLC 6,230 6,430 3% 2020-03-31
COOPER/HAIMS ADVISORS, LLC 6,222 50,435 88% 2020-03-31
PRW Wealth Management LLC 6,175 0 New Buy 2020-03-31
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,173 11,464 46% 2020-03-31
Peak Capital Management LLC 6,171 6,171 No Change 2020-03-31
Abbot Financial Management, Inc. 6,161 6,596 7% 2020-03-31
BALLAST ADVISORS LLC 6,147 6,157 0% 2020-03-31
SeaCrest Wealth Management, LLC 6,124 10,735 43% 2020-03-31
Riverpoint Wealth Management Holdings, LLC 6,096 17,855 66% 2020-03-31
Ellis Investment Partners, LLC 6,090 6,743 10% 2020-03-31
MERIDIAN INVESTMENT COUNSEL INC. 6,006 6,006 No Change 2020-03-31
Asset Dedication, LLC 6,006 5,404 11% 2020-03-31
Round Table Services, LLC 5,971 9,324 36% 2020-03-31
Gradient Capital Advisors, LLC 5,953 5,953 No Change 2020-03-31
PEOPLES FINANCIAL SERVICES CORP. 5,952 5,952 No Change 2020-03-31
Sensible Financial Planning & Management, LLC. 5,940 5,940 No Change 2020-03-31
Kavar Capital Partners, LLC 5,939 0 New Buy 2020-03-31
LITTLE HOUSE CAPITAL LLC 5,845 5,185 13% 2020-03-31
Mine & Arao Wealth Creation & Management, LLC. 5,826 5,626 4% 2020-03-31
Baltimore-Washington Financial Advisors, Inc. 5,824 5,938 2% 2020-03-31
Efficient Wealth Management LLC 5,806 15,302 62% 2020-03-31
Parcion Private Wealth LLC 5,805 3,638 60% 2020-03-31
Harborview Advisors, LLC 5,802 5,352 8% 2020-03-31
PACIFIC FINANCIAL GROUP INC 5,794 5,870 1% 2020-03-31
Sabal Trust CO 5,789 4,875 19% 2020-03-31
Argent Advisors, Inc. 5,764 1,503 283% 2020-03-31
Measured Wealth Private Client Group, LLC 5,741 6,025 5% 2020-03-31
SPINNAKER TRUST 5,740 5,634 2% 2020-03-31
TRUEFG, LLC 5,732 5,636 2% 2020-03-31
Single Point Partners, LLC 5,705 13,163 57% 2020-03-31
Norway Savings Bank 5,691 5,691 No Change 2020-03-31
Bigelow Investment Advisors, LLC 5,651 5,651 No Change 2020-03-31
WP Advisors, LLC 5,611 6,140 9% 2020-03-31
Capital Asset Advisory Services LLC 5,578 957 483% 2020-03-31
AVALON ADVISORS L P 5,575 0 New Buy 2020-03-31
Van Hulzen Asset Management, LLC 5,534 5,634 2% 2020-03-31
Williams Jones Wealth Management, LLC. 5,527 17,995 69% 2020-03-31
Colonial Asset Management, Inc. 5,512 16,436 66% 2020-03-31
ORRSTOWN FINANCIAL SERVICES INC 5,505 4,800 15% 2020-03-31
FormulaFolio Investments, LLC 5,500 89,066 94% 2020-03-31
Castle Rock Wealth Management, LLC 5,500 4,550 21% 2020-03-31
Game Plan Financial Advisors, LLC 5,500 5,925 7% 2020-03-31
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 5,424 5,434 0% 2020-03-31
BOENNING & SCATTERGOOD, INC. 5,384 5,308 1% 2020-03-31
Buckingham Capital Management, Inc. 5,380 5,580 4% 2020-03-31
First National Bank of Hutchinson 5,374 6,674 19% 2020-03-31
TFO-TDC, LLC 5,354 5,354 No Change 2020-03-31
Evensky & Katz, Inc. 5,337 5,550 4% 2020-03-31
Cornerstone Investment Partners, LLC 5,320 0 New Buy 2020-03-31
DEARBORN PARTNERS LLC 5,295 5,445 3% 2020-03-31
GFG Capital, LLC 5,295 5,295 No Change 2020-03-31
Sound View Wealth Advisors Group, LLC 5,284 5,873 10% 2020-03-31
VISTA CAPITAL PARTNERS, INC. 5,268 6,951 24% 2020-03-31
Integrated Advisors Network LLC 5,261 8,920 41% 2020-03-31
Occidental Asset Management, LLC 5,260 5,260 No Change 2020-03-31
Horan Capital Advisors, LLC. 5,200 5,370 3% 2020-03-31
Hochman Cole Investment Advisors, Inc. 5,165 3,314 56% 2020-03-31
Streettalk Advisors, LLC 5,158 12,392 58% 2020-03-31
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 5,143 7,191 28% 2020-03-31
Sterling Investment Advisors, Ltd. 5,121 5,421 6% 2020-03-31
Brouwer & Janachowski, LLC 5,114 5,114 No Change 2020-03-31
V Wealth Management,LLC 4,627 618 649% 2020-03-31
FC Advisory LLC 5,068 4,048 25% 2020-03-31
TWIN FOCUS CAPITAL PARTNERS, LLC 5,044 5,069 0% 2020-03-31
Newport Wealth Strategies, Inc. 5,035 6,235 19% 2020-03-31
Grandfield & Dodd, LLC 5,019 0 New Buy 2020-03-31
S&CO INC 5,000 5,000 No Change 2020-03-31
Autus Asset Management, LLC 4,999 8,020 38% 2020-03-31
MARSHALL FINANCIAL GROUP INC /ADV 4,991 8,713 43% 2020-03-31
Welch Group, LLC 4,984 4,060 23% 2020-03-31
Prime Capital Investment Advisors, LLC 4,957 753 558% 2020-03-31
Interactive Financial Advisors 4,947 5,013 1% 2020-03-31
CBIZ Investment Advisory Services, LLC 4,933 5,426 9% 2020-03-31
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 4,932 0 New Buy 2020-03-31
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 4,920 0 New Buy 2020-03-31
HYA Advisors, Inc 4,862 0 New Buy 2020-03-31
CENTAURUS FINANCIAL, INC. 4,853 10,439 54% 2020-03-31
PFG Financial Advisors 4,816 3,768 28% 2020-03-31
NOTTINGHAM ADVISORS, INC. 4,815 5,045 5% 2020-03-31
Roundview Capital LLC 4,771 5,691 16% 2020-03-31
Ridgewood Investments LLC 4,757 4,630 3% 2020-03-31
Successful Portfolios LLC 4,757 5,910 20% 2020-03-31
TEXAS CAPITAL BANCSHARES INC/TX 4,720 43,053 89% 2020-03-31
Timber Creek Capital Management LLC 4,713 4,713 No Change 2020-03-31
SPC Financial, Inc. 4,710 4,110 15% 2020-03-31
Wambolt & Associates, LLC 4,697 5,441 14% 2020-03-31
BBR PARTNERS, LLC 4,688 0 New Buy 2020-03-31
Pacific Edge Advisors, LLC 4,670 33,245 86% 2020-03-31
Financial Architects, Inc 4,666 4,683 0% 2020-03-31
GHP Investment Advisors, Inc. 4,639 4,755 2% 2020-03-31
PENINSULA ASSET MANAGEMENT INC 4,634 3,000 54% 2020-03-31
Gibson Capital Management, Ltd. 4,612 6,112 25% 2020-03-31
PROEQUITIES, INC. 4,601 7,953 42% 2020-03-31
MERITAGE PORTFOLIO MANAGEMENT 4,589 5,507 17% 2020-03-31
MOODY LYNN & CO/ 4,548 53,639 92% 2020-03-31
FLC Capital Advisors 4,511 4,511 No Change 2020-03-31
BELLEVUE ASSET MANAGEMENT, LLC 4,480 4,746 6% 2020-03-31
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 4,465 4,212 6% 2020-03-31
NewDay Solutions, LLC 4,456 89,325 95% 2020-03-31
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 4,370 4,370 No Change 2020-03-31
PBMares Wealth Management LLC 4,355 4,355 No Change 2020-03-31
MorganRosel Wealth Management, LLC 4,352 4,025 8% 2020-03-31
vontobel swiss wealth advisors AG 4,337 7,790 44% 2020-03-31
Cohen Klingenstein, LLC 4,300 4,300 No Change 2020-03-31
PFG Advisors 4,299 8,356 49% 2020-03-31
SHINE INVESTMENT ADVISORY SERVICES INC 4,284 7,310 41% 2020-03-31
SEARLE & CO. 4,269 4,269 No Change 2020-03-31
JNBA Financial Advisors 4,268 4,298 1% 2020-03-31
CARRET ASSET MANAGEMENT 4,265 4,265 No Change 2020-03-31
Arlington Capital Management, Inc. 4,264 0 New Buy 2020-03-31
C-J Advisory, Inc 4,261 14,608 71% 2020-03-31
Banco Santander, S.A. 4,242 0 New Buy 2020-03-31
Delta Investment Management, LLC 4,193 4,193 No Change 2020-03-31
Columbus Macro, LLC 4,174 4,174 No Change 2020-03-31
Meridian Wealth Advisors, LLC 4,169 0 New Buy 2020-03-31
Aprio Wealth Management, LLC 4,130 7,402 44% 2020-03-31
Richard P Slaughter Associates Inc 4,121 0 New Buy 2020-03-31
SVA Plumb Wealth Management, LLC 4,113 7,424 45% 2020-03-31
BUTENSKY & COHEN FINANCIAL SECURITY, INC 4,113 4,113 No Change 2020-03-31
Sugarloaf Wealth Management, LLC 4,106 4,106 No Change 2020-03-31
Carroll Financial Associates, Inc. 4,096 5,149 20% 2020-03-31
American Institute for Advanced Investment Management, LLP 4,095 0 New Buy 2020-03-31
Institute for Wealth Management, LLC. 4,089 357 1,045% 2020-03-31
Acorn Wealth Advisors, LLC 4,087 3,505 17% 2020-03-31
American Investment Services, Inc. 4,062 4,042 0% 2020-03-31
REDW Stanley Financial Advisors LLC 4,058 4,414 8% 2020-03-31
GODSEY & GIBB ASSOCIATES 4,047 4,377 8% 2020-03-31
BRIDGES INVESTMENT MANAGEMENT INC 4,045 4,045 No Change 2020-03-31
Veracity Capital LLC 4,024 0 New Buy 2020-03-31
Kathmere Capital Management, LLC 4,015 5,913 32% 2020-03-31
Hillcrest Wealth Advisors - NY, LLC 4,000 4,000 No Change 2020-03-31
Financial Insights, Inc. 3,990 3,879 3% 2020-03-31
Schwab Charitable Fund 3,979 3,979 No Change 2020-03-31
Bull Street Advisors, LLC 3,967 3,967 No Change 2020-03-31
Tranquility Partners, LLC 3,964 3,211 23% 2020-03-31
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 3,939 6,148 36% 2020-03-31
Johanson Financial Advisors, Inc. 3,917 326,000 99% 2020-03-31
LINCOLN CAPITAL CORP 3,900 16,129 76% 2020-03-31
KING LUTHER CAPITAL MANAGEMENT CORP 3,836 4,364 12% 2020-03-31
Perkins Coie Trust Co 3,820 4,770 20% 2020-03-31
Eldridge Investment Advisors, Inc. 3,776 5,557 32% 2020-03-31
Kerntke Otto McGlone Wealth Management Group 3,770 3,080 22% 2020-03-31
Stevard, LLC 3,750 0 New Buy 2020-03-31
HBC Financial Services, PLLC 3,744 3,795 1% 2020-03-31
Core Wealth Advisors, Inc. 3,688 3,868 5% 2020-03-31
HighMark Wealth Management LLC 3,605 3,605 No Change 2020-03-31
Spectrum Management Group, Inc. 3,600 0 New Buy 2020-03-31
MONETARY MANAGEMENT GROUP INC 3,495 5,995 42% 2020-03-31
Princeton Global Asset Management LLC 3,423 30,583 89% 2020-03-31
FIRST MANHATTAN CO 3,356 3,833 12% 2020-03-31
Savior LLC 3,306 3,746 12% 2020-03-31
Bedel Financial Consulting, Inc. 3,280 2,827 16% 2020-03-31
BALDWIN BROTHERS INC/MA 3,278 4,124 21% 2020-03-31
Capital Advisory Group Advisory Services, LLC 70 0 New Buy 2020-03-31
Next Capital Management LLC 3,186 3,186 No Change 2020-03-31
CVA Family Office, LLC 3,172 3,875 18% 2020-03-31
Oakworth Capital, Inc. 3,137 11,974 74% 2020-03-31
CONSOLIDATED PLANNING CORP 3,073 0 New Buy 2020-03-31
CREATIVE FINANCIAL DESIGNS INC /ADV 3,060 3,410 10% 2020-03-31
Advisory Alpha, LLC 3,034 93,327 97% 2020-03-31
D'Orazio & Associates, Inc. 2,791 2,791 No Change 2020-03-31
Smart Money Group LLC 2,778 6,297 56% 2020-03-31
Gresham Partners, LLC 2,742 2,099 31% 2020-03-31
Front Row Advisors LLC 2,697 2,887 7% 2020-03-31
Certified Advisory Corp 2,687 3,102 13% 2020-03-31
Carmichael Hill & Associates, Inc. 2,655 2,789 5% 2020-03-31
PrairieView Partners, LLC 2,585 0 New Buy 2020-03-31
Stratos Wealth Advisors, LLC 2,488 0 New Buy 2020-03-31
Burt Wealth Advisors 2,484 2,485 0% 2020-03-31
Armor Investment Advisors, LLC 2,471 2,471 No Change 2020-03-31
EPG Wealth Management LLC 125 3,268 96% 2020-03-31
LS Investment Advisors, LLC 2,352 2,502 6% 2020-03-31
FIRST FINANCIAL CORP /IN/ 2,337 2,337 No Change 2020-03-31
Lehman & Derafelo Financial Resources LLC 2,282 2,282 No Change 2020-03-31
HOWE & RUSLING INC 2,235 510 338% 2020-03-31
Ellevest, Inc. 2,152 4,857 56% 2020-03-31
NWK Group, Inc. 2,107 1,930 9% 2020-03-31
Weaver Consulting Group 2,096 2,629 20% 2020-03-31
Westside Investment Management, Inc. 1,959 0 New Buy 2020-03-31
BerganKDV Wealth Management, LLC 1,888 3,741 50% 2020-03-31
Pathstone Family Office, LLC 1,728 19,190 91% 2020-03-31
Glassman Wealth Services 1,712 1,686 2% 2020-03-31
Mercer Capital Advisers, Inc. 1,666 1,666 No Change 2020-03-31
Column Capital Advisors, LLC 1,662 3,222 48% 2020-03-31
Coastal Capital Group, Inc. 1,604 8,596 81% 2020-03-31
Winslow, Evans & Crocker, Inc. 1,588 1,588 No Change 2020-03-31
HORIZON BANCORP /IN/ 1,576 661 138% 2020-03-31
MANCHESTER FINANCIAL INC 1,511 1,511 No Change 2020-03-31
ABSOLUTE INVESTMENT MANAGEMENT LLC 1,449 2,398 40% 2020-03-31
Stratford Consulting, LLC 1,438 1,438 No Change 2020-03-31
HHM Wealth Advisors, LLC 1,426 0 New Buy 2020-03-31
Harel Insurance Investments & Financial Services Ltd. 1,389 1,389 No Change 2020-03-31
Pacifica Partners Inc. 1,360 1,435 5% 2020-03-31
TSFG, LLC 1,284 835 54% 2020-03-31
Rice Partnership, LLC 1,262 1,262 No Change 2020-03-31
DELTA ASSET MANAGEMENT LLC/TN 1,163 1,163 No Change 2020-03-31
Global Wealth Management Investment Advisory, Inc. 1,138 1,138 No Change 2020-03-31
Sonora Investment Management, LLC 1,126 1,194 6% 2020-03-31
QCI ASSET MANAGEMENT INC/NY 1,052 1,067 1% 2020-03-31
TRUE Private Wealth Advisors 1,047 3,099 66% 2020-03-31
Lenox Wealth Management, Inc. 1,041 1,790 42% 2020-03-31
CORBETT ROAD CAPITAL MANAGEMENT, LLC 1,018 0 New Buy 2020-03-31
Old North State Trust, LLC 1,000 300 233% 2020-03-31
REILLY FINANCIAL ADVISORS, LLC 983 957 3% 2020-03-31
Vigilant Capital Management, LLC 972 0 New Buy 2020-03-31
Archer Investment Corp 422 1,694 75% 2020-03-31
HC FINANCIAL ADVISORS INC 900 0 New Buy 2020-03-31
Financial Management Professionals, Inc. 891 557 60% 2020-03-31
VERUS CAPITAL PARTNERS, LLC 857 1,582 46% 2020-03-31
Gradient Investments LLC 828 828 No Change 2020-03-31
HCR Wealth Advisors 765 765 No Change 2020-03-31
S.A. Mason LLC 700 800 13% 2020-03-31
Jacobi Capital Management LLC 689 2,868 76% 2020-03-31
TD Capital Management LLC 664 5,982 89% 2020-03-31
Regal Wealth Group, Inc. 661 661 No Change 2020-03-31
PIN OAK INVESTMENT ADVISORS INC 586 586 No Change 2020-03-31
AlphaMark Advisors, LLC 578 738 22% 2020-03-31
Lake Point Wealth Management 559 488 15% 2020-03-31
Aptus Capital Advisors, LLC 537 537 No Change 2020-03-31
Providence Capital Advisors, LLC 507 4 12,575% 2020-03-31
Key FInancial Inc 503 0 New Buy 2020-03-31
Stonebridge Capital Advisors LLC 502 502 No Change 2020-03-31
ROWLAND CARMICHAEL ADVISORS INC /ADV 483 1,371 65% 2020-03-31
Jackson Hole Capital Partners, LLC 471 471 No Change 2020-03-31
Riggs Asset Managment Co. Inc. 453 466 3% 2020-03-31
Financial Enhancement Group LLC 413 413 No Change 2020-03-31
Granite Investment Partners, LLC 390 950 59% 2020-03-31
Willingdon Wealth Management 325 325 No Change 2020-03-31
Barnett & Company, Inc. 304 304 No Change 2020-03-31
MBM Wealth Consultants, LLC 280 280 No Change 2020-03-31
Joseph P. Lucia & Associates, LLC 267 267 No Change 2020-03-31
Focused Wealth Management, Inc 266 283 6% 2020-03-31
MCMILLION CAPITAL MANAGEMENT INC 250 250 No Change 2020-03-31
John W. Brooker & Co., CPAs 240 0 New Buy 2020-03-31
ARROW FINANCIAL CORP 231 231 No Change 2020-03-31
Pflug Koory, LLC 226 226 No Change 2020-03-31
Stonebridge Financial Planning Group, LLC 200 200 No Change 2020-03-31
Migdal Insurance & Financial Holdings Ltd. 190 0 New Buy 2020-03-31
Farmers & Merchants Trust Co of Chambersburg PA 170 170 No Change 2020-03-31
New England Investment & Retirement Group, Inc. 161 0 New Buy 2020-03-31
CKW FINANCIAL GROUP 153 153 No Change 2020-03-31
OmniStar Financial Group, Inc. 152 0 New Buy 2020-03-31
AllSquare Wealth Management LLC 151 151 No Change 2020-03-31
Berkshire Money Management, Inc. 150 0 New Buy 2020-03-31
First Personal Financial Services 144 676 79% 2020-03-31
Horrell Capital Management, Inc. 95 95 No Change 2020-03-31
Harwood Advisory Group, LLC 81 0 New Buy 2020-03-31
WHITE BAY PT LLC 0 1,123 Sold Out 2020-03-31
Lee Financial CORP 67 67 No Change 2020-03-31
Red Door Wealth Management, LLC 67 0 New Buy 2020-03-31
Investment Research & Advisory Group, Inc. 64 64 No Change 2020-03-31
BP WEALTH MANAGEMENT, LLC 62 410,465 100% 2020-03-31
Your Advocates Ltd., LLP 62 0 New Buy 2020-03-31
Lowe fs, LLC 44 44 No Change 2020-03-31
Sound Income Strategies, LLC 40 70 43% 2020-03-31
Royal Fund Management, LLC 36 0 New Buy 2020-03-31
NVWM, LLC 35 7,826 100% 2020-03-31
USCA RIA LLC 13 108,755 100% 2020-03-31
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 11 11 No Change 2020-03-31
Horan Securities, Inc. 10 0 New Buy 2020-03-31
Hillsdale Investment Management Inc. 8 8 No Change 2020-03-31
FIRST AMERICAN TRUST CO 0 4,770 Sold Out 2020-03-31
INVERNESS COUNSEL INC /NY/ 0 4,082 Sold Out 2020-03-31
WAGNER CAPITAL MANAGEMENT CORP 0 2,911 Sold Out 2020-03-31
FIRST NATIONAL BANK SIOUX FALLS 0 3,324 Sold Out 2020-03-31
PATTEN & PATTEN INC/TN 0 3,392 Sold Out 2020-03-31
PETTYJOHN CO 0 3,741 Sold Out 2020-03-31
Lafayette Investments, Inc. 0 3,072 Sold Out 2020-03-31
FIRST UNITED BANK TRUST/ 0 6,686 Sold Out 2020-03-31
AYRSHIRE ASSOCIATES INC 0 3,555 Sold Out 2020-03-31
DIVIDEND GROWTH ADVISORS, LLC 0 1,060 Sold Out 2020-03-31
BAR HARBOR TRUST SERVICES 0 6,552 Sold Out 2020-03-31
CT Mason 0 3,580 Sold Out 2020-03-31
Fulton Breakefield Broenniman LLC 0 137,080 Sold Out 2020-03-31
First Heartland Consultants, Inc. 0 4,611 Sold Out 2020-03-31
SMH CAPITAL ADVISORS INC 0 5,825 Sold Out 2020-03-31
Burgundy Asset Management Ltd. 0 69,267 Sold Out 2020-03-31
OBERMEYER ASSET MANAGEMENT CO 0 3,699 Sold Out 2020-03-31
Cypress Capital Group 0 3,676 Sold Out 2020-03-31
Liberty Capital Management, Inc. 0 3,231 Sold Out 2020-03-31
D L CARLSON INVESTMENT GROUP INC 0 2,968 Sold Out 2020-03-31
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 0 2,898,688 Sold Out 2020-03-31
BAHL & GAYNOR INC 0 40,886 Sold Out 2020-03-31
Ironwood Investment Counsel, LLC 0 4,302 Sold Out 2020-03-31
FOSTER DYKEMA CABOT & CO INC/MA 0 2,978 Sold Out 2020-03-31
Hartford Financial Management Inc. 0 268 Sold Out 2020-03-31
Perella Weinberg Partners Capital Management LP 0 20,491 Sold Out 2020-03-31
NOMURA HOLDINGS INC 0 5,575,000 Sold Out 2020-03-31
GLYNN JA & CO 0 25,654 Sold Out 2020-03-31
CLS INVESTMENT FIRM, LLC 0 1,760 Sold Out 2020-03-31
Spears Abacus Advisors LLC 0 10,972 Sold Out 2020-03-31
MASON STREET ADVISORS LLC 0 70,776 Sold Out 2020-03-31
Iwamoto, Kong & Co., Inc. 0 2,879 Sold Out 2020-03-31
CONFLUENCE INVESTMENT MANAGEMENT LLC 0 8,122 Sold Out 2020-03-31
1607 Capital Partners, LLC 0 104,331 Sold Out 2020-03-31
COMMERZBANK AKTIENGESELLSCHAFT /FI 0 6,792 Sold Out 2020-03-31
RiverFront Investment Group, LLC 0 72,000 Sold Out 2020-03-31
Botty Investors LLC 0 29,350 Sold Out 2020-03-31
Stillwater Capital Advisors, LLC 0 6,920 Sold Out 2020-03-31
B & T Capital Management DBA Alpha Capital Management 0 3,355 Sold Out 2020-03-31
Sterling Investment Management, Inc. 0 3,028 Sold Out 2020-03-31
Clear Harbor Asset Management, LLC 0 324 Sold Out 2020-03-31
SFMG, LLC 0 7,754 Sold Out 2020-03-31
Wharton Business Group, LLC 0 3,045 Sold Out 2020-03-31
Cornerstone Advisors, Inc. 0 37,121 Sold Out 2020-03-31
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 0 450 Sold Out 2020-03-31
Amerivest Investment Management LLC 0 1,157,256 Sold Out 2020-03-31
Progeny 3, Inc. 0 36,055 Sold Out 2020-03-31
BTIM Corp. 0 7,397 Sold Out 2020-03-31
Sandhill Capital Partners LLC 0 4,498 Sold Out 2020-03-31
Regent Investment Management LLC 0 4,081 Sold Out 2020-03-31
Private Wealth Advisors, Inc. 0 73,236 Sold Out 2020-03-31
Clarkston Capital Partners LLC 0 293 Sold Out 2020-03-31
Addenda Capital Inc. 0 50,670 Sold Out 2020-03-31
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 0 3,946 Sold Out 2020-03-31
OARSMAN CAPITAL, INC. 0 7,717 Sold Out 2020-03-31
Somerset Group LLC 0 9,470 Sold Out 2020-03-31
Capital Wealth Planning, LLC 0 4,916 Sold Out 2020-03-31
Regal Investment Advisors, LLC 0 10,662 Sold Out 2020-03-31
FIRST BUSINESS FINANCIAL SERVICES, INC. 0 433,747 Sold Out 2020-03-31
SAGE FINANCIAL GROUP INC 0 14,082 Sold Out 2020-03-31
PEDDOCK CAPITAL ADVISORS, LLC 0 169 Sold Out 2020-03-31
GM Advisory Group, Inc. 0 4,580 Sold Out 2020-03-31
Covenant Multifamily Offices, LLC 0 3,059 Sold Out 2020-03-31
Aldebaran Financial Inc. 0 23,217 Sold Out 2020-03-31
SCHNIEDERS CAPITAL MANAGEMENT LLC 0 4,371 Sold Out 2020-03-31
Ironsides Asset Advisors, LLC 0 3,250 Sold Out 2020-03-31
Raab & Moskowitz Asset Management LLC 0 1,791 Sold Out 2020-03-31
PARK AVENUE SECURITIES LLC 0 749,374 Sold Out 2020-03-31
Pinnacle Wealth Management Advisory Group, LLC 0 9,482 Sold Out 2020-03-31
Capital Planning Advisors, LLC 0 3,176 Sold Out 2020-03-31
Godshalk Welsh Capital Management, Inc. 0 4,750 Sold Out 2020-03-31
VALLEY NATIONAL ADVISERS INC 0 178 Sold Out 2020-03-31
Willow Creek Wealth Management Inc. 0 4,062 Sold Out 2020-03-31
New England Professional Planning Group Inc. 0 6,402 Sold Out 2020-03-31
Blue Chip Partners, Inc. 0 31,853 Sold Out 2020-03-31
USA Financial Portformulas Corp 0 2,606 Sold Out 2020-03-31
Trexquant Investment LP 0 15,985 Sold Out 2020-03-31
Pacer Advisors, Inc. 0 313 Sold Out 2020-03-31
SIMPLEX TRADING, LLC 0 251,515 Sold Out 2020-03-31
MV Capital Management, Inc. 0 593 Sold Out 2020-03-31
Donald L. Hagan, LLC 0 3,569 Sold Out 2020-03-31
Squarepoint Ops LLC 0 562,724 Sold Out 2020-03-31
Proficio Capital Partners LLC 0 41,558 Sold Out 2020-03-31
Strategic Financial Group, LLC 0 5,395 Sold Out 2020-03-31
Traynor Capital Management, Inc. 0 26,065 Sold Out 2020-03-31
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 0 3,606 Sold Out 2020-03-31
Ausdal Financial Partners, Inc. 0 19,587 Sold Out 2020-03-31
Edmonds Duncan Registered Investment Advisors, LLC 0 68,032 Sold Out 2020-03-31
Orgel Wealth Management, LLC 0 6,642 Sold Out 2020-03-31
WEALTHSOURCE PARTNERS, LLC 0 20,742 Sold Out 2020-03-31
Berkeley Capital Partners, LLC 0 3,897 Sold Out 2020-03-31
O'Brien Wealth Partners LLC 0 7,752 Sold Out 2020-03-31
Kohmann Bosshard Financial Services, LLC 0 2,546 Sold Out 2020-03-31
Glen Point Capital LLP 0 1,450,000 Sold Out 2020-03-31
Barber Financial Group, Inc. 0 5,866 Sold Out 2020-03-31
MAVEN SECURITIES Ltd 0 4,562 Sold Out 2020-03-31
E-L Financial Corp Ltd 0 1,461,528 Sold Out 2020-03-31
CAMG Solamere Management, LLC 0 5,692 Sold Out 2020-03-31
Shepherd Financial Partners LLC 0 11,701 Sold Out 2020-03-31
Independent Advisor Alliance 0 70,201 Sold Out 2020-03-31
GSB Wealth Management, LLC 0 1,670 Sold Out 2020-03-31
BlueSky Wealth Advisors, LLC 0 2,980 Sold Out 2020-03-31
Parkside Investments, LLC 0 3,441 Sold Out 2020-03-31
Circle Wealth Management, LLC 0 62,729 Sold Out 2020-03-31
Blue Sky Asset Management, LLC 0 63,054 Sold Out 2020-03-31
CANTOR FITZGERALD INVESTMENT ADVISER L.P. 0 4,986 Sold Out 2020-03-31
Summit X, LLC 0 12,843 Sold Out 2020-03-31
Garner Asset Management Corp 0 3,823 Sold Out 2020-03-31
Gs Investments, Inc. 0 17,078 Sold Out 2020-03-31
Legacy Advisors, LLC 0 3,713 Sold Out 2020-03-31
Hudson Capital Management LLC 0 3,525 Sold Out 2020-03-31
Huber Financial Advisors, LLC 0 3,552 Sold Out 2020-03-31
Copperwynd Financial, LLC 0 67,819 Sold Out 2020-03-31
DiMeo Schneider & Associates, L.L.C. 0 3,626 Sold Out 2020-03-31
Icon Wealth Partners, LLC 0 6,590 Sold Out 2020-03-31
Merit Financial Group, LLC 0 3,166 Sold Out 2020-03-31
Solstein Capital, LLC 0 20 Sold Out 2020-03-31
Granite Springs Asset Management LLC 0 3,615 Sold Out 2020-03-31
SYM FINANCIAL CORPORATION 0 1,524 Sold Out 2020-03-31
CABANA LLC 0 1,296 Sold Out 2020-03-31
Burleson & Company, LLC 0 32,097 Sold Out 2020-03-31
USAdvisors Wealth Management, LLC 0 3,676 Sold Out 2020-03-31
QVR LLC 0 56,100 Sold Out 2020-03-31
Versant Capital Management, Inc 0 864 Sold Out 2020-03-31
G&S Capital LLC 0 43,135 Sold Out 2020-03-31
Avondale Wealth Management 0 1,500 Sold Out 2020-03-31
Financial Gravity Wealth, Inc. 0 5,641 Sold Out 2020-03-31
Stewardship Financial Advisors, LLC 0 925 Sold Out 2020-03-31
Bell Rock Capital LLC 0 385 Sold Out 2020-03-31
Inlet Private Wealth, LLC 0 3,390 Sold Out 2020-03-31
NKCFO LLC 0 2,410 Sold Out 2020-03-31
CARY STREET PARTNER INVESTMENT ADVISORY LLC 0 3,616 Sold Out 2020-03-31
Elwood & Goetz Wealth Advisory Group, LLC 0 4,585 Sold Out 2020-03-31
CRA Financial Services, LLC 0 3,252 Sold Out 2020-03-31
MA Private Wealth 0 3,636 Sold Out 2020-03-31
Apexium Financial, LP 0 4,440 Sold Out 2020-03-31
DUALITY ADVISERS, LP 0 42,873 Sold Out 2020-03-31
Susquehanna International Group Ltd. 0 270,295 Sold Out 2020-03-31
WealthBridge Capital Management, LLC 0 4,041 Sold Out 2020-03-31
Wealthfront Advisers LLC 0 4,390 Sold Out 2020-03-31
Beirne Wealth Consulting Services, LLC 0 10,082 Sold Out 2020-03-31
O'Brien Greene & Co. Inc 0 3,645 Sold Out 2020-03-31
DROMS STRAUSS ADVISORS INC /MO/ /ADV 0 9,553 Sold Out 2020-03-31
MEANS INVESTMENT CO., INC. 0 2,955 Sold Out 2020-03-31
Prestige Wealth Management Group LLC 0 1,575 Sold Out 2020-03-31
Harvest Investment Services, LLC 0 3,551 Sold Out 2020-03-31
SAGE RHINO CAPITAL LLC 0 7,608 Sold Out 2020-03-31
Outlook Wealth Advisors, LLC 0 13,391 Sold Out 2020-03-31
SlateStone Wealth, LLC 0 3,474 Sold Out 2020-03-31
Coastal Investment Advisors, Inc. 0 3,582 Sold Out 2020-03-31
Baldrige Asset Management LLC 0 4,702 Sold Out 2020-03-31
COWEN AND COMPANY, LLC 0 321,300 Sold Out 2020-03-31
Pacitti Group Inc. 0 599 Sold Out 2020-03-31
Silicon Hills Wealth Management, LLC 0 8 Sold Out 2020-03-31
J.W. COLE ADVISORS, INC. 0 32,574 Sold Out 2020-03-31
Investors Financial Group, LLC 0 11,509 Sold Out 2020-03-31
LifeSteps Financial, Inc. 0 9,594 Sold Out 2020-03-31
SkyOak Wealt, LLC 0 69,559 Sold Out 2020-03-31
ASSET MANAGEMENT CORP /IL/ /ADV 0 5,657 Sold Out 2020-03-31
Samalin Investment Counsel, LLC 0 3,614 Sold Out 2020-03-31
Perennial Investment Advisors, LLC 0 3,033 Sold Out 2020-03-31
EPIQ PARTNERS, LLC 0 3,750 Sold Out 2020-03-31
Alhambra Investment Partners LLC 0 30,252 Sold Out 2020-03-31
Emerald Advisors, LLC 0 11,298 Sold Out 2020-03-31
Madison Asset Management, LLC 0 6,534 Sold Out 2020-03-31
Anfield Capital Management, LLC 0 488 Sold Out 2020-03-31
Live Oak Private Wealth LLC 0 4,505 Sold Out 2020-03-31
AFFINIA FINANCIAL GROUP, LLC 0 6,757 Sold Out 2020-03-31
Blue Zone Wealth Advisors, LLC 0 39,015 Sold Out 2020-03-31
Aberdeen Wealth Management LLC 0 6,697 Sold Out 2020-03-31
Petix & Botte Co 0 3,232 Sold Out 2020-03-31
Asio Capital, LLC 0 1,000 Sold Out 2020-03-31
PACIFIC CAPITAL WEALTH ADVISORS, INC 0 3,024 Sold Out 2020-03-31
Maltin Wealth Management, Inc. 0 8,696 Sold Out 2020-03-31
Filbrandt Wealth Management, LLC 0 35 Sold Out 2020-03-31
BANK OF AMERICA CORP /DE/ 44,400,887 47,594,745 7% 2019-12-31
WELLS FARGO & CO/MN 36,084,558 34,900,682 3% 2019-12-31
NORTHERN TRUST CORP 27,877,342 27,732,395 1% 2019-12-31
MORGAN STANLEY 27,072,755 17,498,914 55% 2019-12-31
GOLDMAN SACHS GROUP INC 224,952 355,010 37% 2019-12-31
FMR LLC 13 12 8% 2019-12-31
ROYAL BANK OF CANADA 14,636,851 0 New Buy 2019-12-31
AMERIPRISE FINANCIAL INC 9,619,611 12,648,649 24% 2019-12-31
BB&T CORP 6,263,154 2,803,665 123% 2019-12-31
Capstone Investment Advisors, LLC 4,827,500 3,160,000 53% 2019-12-31
HSBC HOLDINGS PLC 3,256,500 7,217,637 55% 2019-12-31
SCS Capital Management LLC 1,769,359 2,048,879 14% 2019-12-31
QS Investors, LLC 1,389,345 1,386,226 0% 2019-12-31
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 1,128,902 1,149,357 2% 2019-12-31
Cresset Asset Management, LLC 1,078,812 1,004,555 7% 2019-12-31
ARROWSTREET CAPITAL LIMITED PARTNERSHIP 1,077,534 1,670,784 36% 2019-12-31
MILLENNIUM MANAGEMENT LLC 1,037,909 189,987 446% 2019-12-31
STIFEL FINANCIAL CORP 884 3,387 74% 2019-12-31
BROWN ADVISORY HOLDINGS INC 989,425 951,867 4% 2019-12-31
CIBC World Markets Inc. 912,325 921,170 1% 2019-12-31
GUARDIAN LIFE INSURANCE CO OF AMERICA 894,112 0 New Buy 2019-12-31
Advisor Group, Inc. 715,601 730,862 2% 2019-12-31
Crestwood Advisors LLC 636,896 642,467 1% 2019-12-31
UNITED CAPITAL FINANCIAL ADVISERS,INC. 603,249 659,384 9% 2019-12-31
JEFFERIES GROUP INC /DE/ 508,000 941,120 46% 2019-12-31
PRIVATE BANK & TRUST CO 500,054 525,748 5% 2019-12-31
COMERICA SECURITIES,INC. 456,591 0 New Buy 2019-12-31
MML INVESTORS SERVICES, LLC 449,042 483,749 7% 2019-12-31
Fort Point Capital Partners, LLC 441,405 470,509 6% 2019-12-31
TWO SIGMA SECURITIES, LLC 64,743 304,300 79% 2019-12-31
MANUFACTURERES LIFE INSURANCE CO 40,500 40,500 No Change 2019-12-31
OMERS ADMINISTRATION CORP 374,025 386,025 3% 2019-12-31
Qube Research & Technologies Ltd 367,675 0 New Buy 2019-12-31
Marshall Wace LLP 237,458 104,100 128% 2019-12-31
PHH Investments, Ltd. 319,944 305,178 5% 2019-12-31
Simmons Bank 278,659 280,419 1% 2019-12-31
HARDING LOEVNER LLC 278,464 0 New Buy 2019-12-31
BANK OF NOVA SCOTIA / 263,969 505,000 48% 2019-12-31
Alaska Permanent Capital Management 260,870 979,550 73% 2019-12-31
APCM Wealth Management for Individuals 260,870 0 New Buy 2019-12-31
Lido Advisors, LLC 253,836 241,531 5% 2019-12-31
SCHRODER INVESTMENT MANAGEMENT GROUP 249,931 108,244 131% 2019-12-31
CENTRAL BANK & TRUST CO 217,763 223,802 3% 2019-12-31
Strategic Wealth Partners Group LLC 211,116 201,612 5% 2019-12-31
QUEST INVESTMENT MANAGEMENT INC/OR 205,169 189,043 9% 2019-12-31
Efficient Advisors, LLC 183,921 194,966 6% 2019-12-31
Tower Research Capital LLC 162,360 53 306,240% 2019-12-31
BROWN BROTHERS HARRIMAN & CO 158,924 133,611 19% 2019-12-31
PERRITT CAPITAL MANAGEMENT INC 140,752 146,560 4% 2019-12-31
PHILLIPS FINANCIAL MANAGEMENT, LLC 134,047 134,868 1% 2019-12-31
SCHAFER CULLEN CAPITAL MANAGEMENT INC 125,993 0 New Buy 2019-12-31
RiverGlades Family Offices LLC 120,551 123,126 2% 2019-12-31
Equitable Holdings, Inc. 118,117 0 New Buy 2019-12-31
GUARDIAN CAPITAL LP 112,900 104,700 8% 2019-12-31
Tolleson Wealth Management, Inc. 104,940 104,940 No Change 2019-12-31
Full Sail Capital, LLC 103,574 99,985 4% 2019-12-31
Sageworth Trust Co 101,198 101,018 0% 2019-12-31
Invesco Ltd. 99,822 23,484 325% 2019-12-31
Coastline Trust CO 98,549 98,559 0% 2019-12-31
Filament LLC 96,771 96,771 No Change 2019-12-31
Whitnell & Co. 96,183 93,964 2% 2019-12-31
CB&T Wealth Management 93,448 0 New Buy 2019-12-31
ING INVESTMENT MANAGEMENT LLC 88,566 117,287 24% 2019-12-31
Atom Investors LP 86,207 0 New Buy 2019-12-31
TELEMUS CAPITAL, LLC 84,854 79,067 7% 2019-12-31
Voya Financial Advisors, Inc. 81,930 86,182 5% 2019-12-31
VAUGHAN DAVID INVESTMENTS INC/IL 78,036 78,036 No Change 2019-12-31
Legacy Wealth Partners, Inc. 76,715 0 New Buy 2019-12-31
Mutual Advisors, LLC 69,871 41,441 69% 2019-12-31
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 67,413 74,986 10% 2019-12-31
Weiss Multi-Strategy Advisers LLC 65,000 0 New Buy 2019-12-31
SMITH, MOORE & CO. 64,455 67,419 4% 2019-12-31
ENTERPRISE FINANCIAL SERVICES CORP 60,915 59,858 2% 2019-12-31
AJ WEALTH STRATEGIES, LLC 57,324 57,512 0% 2019-12-31
AMP Capital Investors Ltd 56,500 14,500 290% 2019-12-31
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 56,413 0 New Buy 2019-12-31
Azimuth Capital Management LLC 56,276 53,056 6% 2019-12-31
Endurance Wealth Management, Inc. 54,805 55,105 1% 2019-12-31
Maple Capital Management, Inc. 54,723 0 New Buy 2019-12-31
CS MCKEE LP 54,300 54,300 No Change 2019-12-31
Integer Wealth Advisors Group LLC 52,150 0 New Buy 2019-12-31
Cranbrook Wealth Management, LLC 51,744 52,678 2% 2019-12-31
Clearbridge Advisors, LLC 50,875 0 New Buy 2019-12-31
ATRIA INVESTMENTS LLC 48,952 372,562 87% 2019-12-31
HOLLENCREST SECURITIES LLC 48,771 47,971 2% 2019-12-31
TWO SIGMA INVESTMENTS LLC 48,600 145,800 67% 2019-12-31
Beacon Pointe Wealth Advisors, LLC 47,114 47,072 0% 2019-12-31
Beutel, Goodman & CO Ltd. 46,775 41,521 13% 2019-12-31
ExodusPoint Capital Management, LP 46,700 62,679 25% 2019-12-31
CAPITAL ONE, NATIONAL ASSOCIATION 44,579 0 New Buy 2019-12-31
GUGGENHEIM CAPITAL LLC 44,436 39,816 12% 2019-12-31
Belpointe Asset Management LLC 33,738 0 New Buy 2019-12-31
BABSON CAPITAL MANAGEMENT LLC 43,430 43,430 No Change 2019-12-31
Cascadia Advisory Services, LLC 43,367 0 New Buy 2019-12-31
Probity Advisors, Inc. 42,254 41,211 3% 2019-12-31
Prospera Financial Services 41,676 41,557 0% 2019-12-31
SEAWARD MANAGEMENT LIMITED PARTNERSHIP 39,667 42,022 6% 2019-12-31
Hall Kathryn A. 39,300 39,300 No Change 2019-12-31
RMR Wealth Builders 39,266 0 New Buy 2019-12-31
HM PAYSON & CO 38,482 39,230 2% 2019-12-31
Bach Investment Advisors Ltd 38,000 0 New Buy 2019-12-31
CHILTON CAPITAL MANAGEMENT LLC 37,590 37,521 0% 2019-12-31
Kalos Management, Inc. 36,838 3,787 873% 2019-12-31
Sequoia Financial Advisors, LLC 36,037 34,221 5% 2019-12-31
Sowa Financial Group, Inc. 35,953 0 New Buy 2019-12-31
HALL LAURIE J TRUSTEE 35,335 34,625 2% 2019-12-31
Sawtooth Asset Management, Inc. 34,422 6,000 474% 2019-12-31
FINANCIAL ADVISORY CORP /UT/ /ADV 34,349 0 New Buy 2019-12-31
Keeley-Teton Advisors, LLC 33,241 33,264 0% 2019-12-31
Charles Schwab Investment Advisory, Inc. 32,956 39,825 17% 2019-12-31
Capstone Financial Advisors, Inc. 32,000 32,000 No Change 2019-12-31
Head & Associates, LLC 31,483 31,086 1% 2019-12-31
Advisory Services Network, LLC 31,465 28,451 11% 2019-12-31
Quantitative Investment Management, LLC 31,146 151,240 79% 2019-12-31
TNB Financial 27,190 28,415 4% 2019-12-31
Maryland Capital Management, LLC 25,820 26,350 2% 2019-12-31
Intercontinental Wealth Advisors, LLC 25,289 41,374 39% 2019-12-31
Pinnacle Family Advisors, LLC 24,943 11,878 110% 2019-12-31
Virtu Financial LLC 24,473 0 New Buy 2019-12-31
FinTrust Capital Advisors, LLC 23,409 22,368 5% 2019-12-31
Kovitz Investment Group Partners, LLC 23,320 22,627 3% 2019-12-31
Orion Portfolio Solutions, LLC 23,198 0 New Buy 2019-12-31
Torch Wealth Management LLC 22,930 21,415 7% 2019-12-31
Bayesian Capital Management, LP 21,300 0 New Buy 2019-12-31
CCM PARTNERS 21,104 22,036 4% 2019-12-31
Walleye Trading LLC 20,547 54,600 62% 2019-12-31
UMA Financial Services, Inc. 20,545 21,694 5% 2019-12-31
Procyon Private Wealth Partners, LLC 20,111 0 New Buy 2019-12-31
ARCADIA INVESTMENT MANAGEMENT CORP/MI 19,153 19,553 2% 2019-12-31
WHALEROCK POINT PARTNERS, LLC 18,777 18,843 0% 2019-12-31
Kore Private Wealth LLC 17,997 17,635 2% 2019-12-31
Relative Value Partners Group, LLC 17,711 0 New Buy 2019-12-31
Phocas Financial CORP 17,475 17,475 No Change 2019-12-31
McIlrath & Eck, LLC 16,519 16,922 2% 2019-12-31
Cornerstone Wealth Management, LLC 16,514 16,761 1% 2019-12-31
GFS Advisors, LLC 16,317 16,869 3% 2019-12-31
Aspen Investment Management Inc 15,850 16,350 3% 2019-12-31
WOODMONT INVESTMENT COUNSEL LLC 15,483 15,488 0% 2019-12-31
1 NORTH WEALTH SERVICES LLC 14,883 13,441 11% 2019-12-31
ESL Trust Services, LLC 14,116 0 New Buy 2019-12-31
EQUITRUST INVESTMENT MANAGEMENT SERVICES INC/DE 13,200 13,200 No Change 2019-12-31
Quadrant Capital Management, LLC 13,123 13,123 No Change 2019-12-31
DF DENT & CO INC 12,472 12,472 No Change 2019-12-31
BBK Capital Partners, LLC 12,191 0 New Buy 2019-12-31
Clear Perspective Advisors, LLC 11,301 11,301 No Change 2019-12-31
Chapwood Capital Investment Management, LLC 10,664 0 New Buy 2019-12-31
SNOW CAPITAL MANAGEMENT LP (Richard Snow) 10,085 11,245 10% 2019-12-31
TRUST CO OF OKLAHOMA 10,000 0 New Buy 2019-12-31
MAGNOLIA CAPITAL MANAGEMENT LTD 9,928 0 New Buy 2019-12-31
Moisand Fitzgerald Tamayo, LLC 9,924 9,937 0% 2019-12-31
EVERGREEN CAPITAL MANAGEMENT LLC 9,883 9,865 0% 2019-12-31
Meadow Creek Wealth Advisors LLC 9,711 0 New Buy 2019-12-31
QUADRANT CAPITAL GROUP LLC 9,387 13,982 33% 2019-12-31
Platte River Wealth Advisors, LLC 9,204 0 New Buy 2019-12-31
Private Portfolio Partners LLC 8,836 8,967 1% 2019-12-31
Bragg Financial Advisors, Inc 8,709 8,709 No Change 2019-12-31
DIXON HUBARD FEINOUR & BROWN INC/VA 8,125 6,625 23% 2019-12-31
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 7,800 0 New Buy 2019-12-31
GUARDIAN CAPITAL ADVISORS LP 7,553 7,698 2% 2019-12-31
SALEM INVESTMENT COUNSELORS INC 7,252 4,888 48% 2019-12-31
GeoWealth Management, LLC 7,232 9,591 25% 2019-12-31
TI-TRUST, INC 6,941 0 New Buy 2019-12-31
Gladstone Institutional Advisory LLC 6,816 7,749 12% 2019-12-31
Great Lakes Retirement, Inc. 6,684 0 New Buy 2019-12-31
PSI Advisors, LLC 6,642 0 New Buy 2019-12-31
BEAM Asset Management, LLC 6,530 0 New Buy 2019-12-31
GREAT VALLEY ADVISOR GROUP, INC. 6,490 6,435 1% 2019-12-31
Atlanta Capital Group 6,377 6,769 6% 2019-12-31
MAIRS & POWER INC 6,239 6,239 No Change 2019-12-31
PITCAIRN CO 6,048 6,048 No Change 2019-12-31
Taylor Hoffman Wealth Management 6,000 6,000 No Change 2019-12-31
Truvestments Capital LLC 5,967 5,967 No Change 2019-12-31
MADDEN SECURITIES Corp 5,885 0 New Buy 2019-12-31
Hanson Investment Management 5,846 5,654 3% 2019-12-31
Feltz Wealth PLAN Inc. 5,412 10,990 51% 2019-12-31
Windsor Creek Advisors, LLC 5,376 5,317 1% 2019-12-31
Sage Capital Advisors,llc 5,299 5,364 1% 2019-12-31
Ironwood Wealth Management, LLC. 5,226 5,103 2% 2019-12-31
Weil Company, Inc. 4,725 4,725 No Change 2019-12-31
Compagnie Lombard, Odier SCA 4,716 4,716 No Change 2019-12-31
Tradewinds Capital Management, LLC 4,695 4,695 No Change 2019-12-31
AMI INVESTMENT MANAGEMENT INC 4,639 4,589 1% 2019-12-31
Knights of Columbus Asset Advisors LLC 4,576 0 New Buy 2019-12-31
FORT PITT CAPITAL GROUP, LLC 4,309 0 New Buy 2019-12-31
HOWLAND CAPITAL MANAGEMENT INC 4,156 3,135 33% 2019-12-31
Itau Unibanco Holding S.A. 3,970 568,070 99% 2019-12-31
Van Cleef Asset Management,Inc 3,914 3,914 No Change 2019-12-31
Gemmer Asset Management LLC 3,741 2,997 25% 2019-12-31
Visionary Wealth Advisors 3,389 0 New Buy 2019-12-31
Stellar Capital Management, LLC 3,385 0 New Buy 2019-12-31
NORTHSTAR WEALTH PARTNERS LLC 3,138 3,385 7% 2019-12-31
NorthRock Partners, LLC 3,023 4,400 31% 2019-12-31
ROTHSCHILD ASSET MANAGEMENT INC 2,950 0 New Buy 2019-12-31
MOSELEY INVESTMENT MANAGEMENT INC 2,915 0 New Buy 2019-12-31
Silvant Capital Management LLC 1,939 1,939 No Change 2019-12-31
JAMES INVESTMENT RESEARCH INC 1,781 0 New Buy 2019-12-31
Premise Capital, LLC 1,584 1,584 No Change 2019-12-31
Pacific Center for Financial Services 1,489 1,660 10% 2019-12-31
Capital Investment Counsel, Inc 766 766 No Change 2019-12-31
VAUGHAN AND COMPANY SECURITIES, INC. 600 0 New Buy 2019-12-31
Atlas Private Wealth Management 382 0 New Buy 2019-12-31
Zions Bancorporation, N.A. 368 2,840 87% 2019-12-31
CNB Bank 349 1,113 69% 2019-12-31
FSA Wealth Management LLC 258 0 New Buy 2019-12-31
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 223 0 New Buy 2019-12-31
Bollard Group LLC 205 203 1% 2019-12-31
CXI Advisors 68 0 New Buy 2019-12-31
BIDWELL C M & ASSOCIATES LTD/ 60 60 No Change 2019-12-31
Vectors Research Management, LLC 26 7,093 100% 2019-12-31
Elm Partners Management LLC 9 0 New Buy 2019-12-31
PMFM Inc. 0 216,372 Sold Out 2019-12-31
AXA 0 9,570 Sold Out 2019-12-31
NATIXIS 0 34,157 Sold Out 2019-12-31
Verition Fund Managegment LLC 0 57,000 Sold Out 2019-12-31
HRT FINANCIAL LLC 0 7,319 Sold Out 2019-12-31
Venturi Wealth Management, LLC 0 784 Sold Out 2019-12-31
Pinkerton Retirement Specialists, LLC 0 4,626 Sold Out 2019-12-31
RGT Capital Management, Ltd. 0 3,130 Sold Out 2019-12-31
Claraphi Advisory Network, LLC 0 253 Sold Out 2019-12-31
Elmwood Wealth Management, Inc. 0 149 Sold Out 2019-12-31
HNP Capital LLC 0 7,093 Sold Out 2019-12-31
BCJ Capital Management, LLC 0 285,651 Sold Out 2019-12-31
Thor Advisors, LLC 0 1,645 Sold Out 2019-12-31
Stonehage Fleming Financial Services Holdings Ltd 0 16,907 Sold Out 2019-12-31
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