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STOCK TICKER:
ISHARES COMEX GOLD   (ticker: IAU)
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
Sumitomo Mitsui Trust Holdings, Inc. 90,014,008 76,897,306 17% 2020-06-30
FMR LLC 74,873,832 0 New Buy 2020-06-30
BANK OF AMERICA CORP /DE/ 72,416,004 0 New Buy 2020-06-30
MORGAN STANLEY 46,584,479 0 New Buy 2020-06-30
Charles Schwab Investment Advisory, Inc. 34,526,736 0 New Buy 2020-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 33,936,007 1,903,383 1,683% 2020-06-30
WELLS FARGO & CO/MN 29,018,613 16,747,983 73% 2020-06-30
UBS Group AG 22,518,594 17,574,520 28% 2020-06-30
J P MORGAN CHASE & CO 18,213,254 24,769,730 26% 2020-06-30
Personal Capital Advisors Corp 18,183,452 17,751,593 2% 2020-06-30
SCHWAB CHARLES INVESTMENT MANAGEMENT INC 17,999,124 0 New Buy 2020-06-30
Bridgewater Associates, Inc.(Raymond Dalio) 15,797,124 11,679,855 35% 2020-06-30
AMERIPRISE FINANCIAL INC 15,519,761 0 New Buy 2020-06-30
Bank of New York Mellon CORP 11,690,862 11,653,087 0% 2020-06-30
BANK OF MONTREAL /CAN/ 10,659,098 134,955 7,798% 2020-06-30
CITIGROUP INC 7,985,825 8,317,426 4% 2020-06-30
RAYMOND JAMES & ASSOCIATES 7,561,865 6,725,331 12% 2020-06-30
LPL Financial CORP 7,131,359 6,514,685 9% 2020-06-30
ENVESTNET ASSET MANAGEMENT INC 7,105,643 5,511,088 29% 2020-06-30
Proficio Capital Partners LLC 6,551,854 4,135,687 58% 2020-06-30
International Value Advisers, LLC 5,907,539 9,895,686 40% 2020-06-30
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 5,695,691 5,601,799 2% 2020-06-30
THRIVENT FINANCIAL FOR LUTHERANS 22,344 22,344 No Change 2020-06-30
COMMONWEALTH EQUITY SERVICES, LLC. 5,499,623 4,208,759 31% 2020-06-30
ROYAL BANK OF CANADA 5,414,752 0 New Buy 2020-06-30
Raymond James Financial Services Advisors, Inc. 5,354,284 3,627,331 48% 2020-06-30
STEPHENS INC /AR/ 5,277,633 3,617,333 46% 2020-06-30
STIFEL FINANCIAL CORP 476 0 New Buy 2020-06-30
Chevy Chase Trust Holdings, Inc. 4,656,839 4,168,080 12% 2020-06-30
PARTNERS CAPITAL INVESTMENT GROUP, LLP 3,647,897 3,528,312 3% 2020-06-30
Arnhold LLC 3,614,509 3,614,509 No Change 2020-06-30
TOCQUEVILLE ASSET MANAGEMENT LP 3,418,408 3,407,805 0% 2020-06-30
MOON CAPITAL MANAGEMENT, LP 3,391,477 3,385,455 0% 2020-06-30
ATHENA CAPITAL ADVISORS LLC 3,307,914 3,191,256 4% 2020-06-30
Parcion Private Wealth LLC 3,255,533 2,857,970 14% 2020-06-30
NORTHERN TRUST CORP 3,029,322 0 New Buy 2020-06-30
Nadler Financial Group, Inc. 2,876,553 2,836,698 1% 2020-06-30
People's United Financial, Inc. 2,869,141 3,689,785 22% 2020-06-30
Stearns Financial Services Group 2,705,199 2,717,628 0% 2020-06-30
TIEDEMANN WEALTH MANAGEMENT, LLC 2,671,990 3,417,789 22% 2020-06-30
FORBES J M & CO LLP 2,479,963 1,241,249 100% 2020-06-30
First Command Bank 2,472,078 1,400,222 77% 2020-06-30
First Command Financial Services, Inc. 2,472,078 1,400,222 77% 2020-06-30
Richard Bernstein Advisors LLC 2,460,260 2,215,930 11% 2020-06-30
HighTower Advisors, LLC 2,160,927 2,281,500 5% 2020-06-30
DIAM Co., Ltd. 2,102,122 1,817,392 16% 2020-06-30
Capital Asset Advisory Services LLC 2,097,642 1,953,508 7% 2020-06-30
Laidlaw Wealth Management LLC 2,069,773 0 New Buy 2020-06-30
MACKAY SHIELDS LLC 0 618,700 Sold Out 2020-06-30
CADINHA & CO LLC 1,816,250 1,572,257 16% 2020-06-30
Money Design Co.,Ltd. 1,812,960 1,276,235 42% 2020-06-30
BEACON INVESTMENT ADVISORY SERVICES, INC. 1,809,482 460,608 293% 2020-06-30
Neuberger Berman Group LLC 1,808,899 254,924 610% 2020-06-30
Gareth Morgan Investments Limited Partnership 1,803,196 1,803,196 No Change 2020-06-30
BB&T CORP 1,720,763 0 New Buy 2020-06-30
TIAA, FSB 15,610 15,610 No Change 2020-06-30
UNIONBANCAL CORP 1,661,217 1,292,432 29% 2020-06-30
Baystate Wealth Management LLC 1,610,814 1,666,928 3% 2020-06-30
Invesco Ltd. 1,591,449 0 New Buy 2020-06-30
Strategic Point Investment Advisors, LLC 1,566,340 1,251,920 25% 2020-06-30
Comprehensive Portfolio Management, LLC 1,562,499 0 New Buy 2020-06-30
NOTTINGHAM ADVISORS, INC. 1,549,600 1,570,407 1% 2020-06-30
BENJAMIN F. EDWARDS & COMPANY, INC. 1,519,973 1,790,879 15% 2020-06-30
Greenline Partners, LLC 1,509,127 1,013,038 49% 2020-06-30
WESCAP Management Group, Inc. 1,460,733 1,091,856 34% 2020-06-30
BRANDYWINE OAK PRIVATE WEALTH LLC 1,413,870 1,270,382 11% 2020-06-30
Zhang Financial LLC 1,399,487 1,217,182 15% 2020-06-30
VCU Investment Management Co 1,398,684 1,416,168 1% 2020-06-30
Mader & Shannon Wealth Management, Inc. 1,336,301 1,265,602 6% 2020-06-30
TRUE Private Wealth Advisors 1,328,041 1,320,676 1% 2020-06-30
EPIQ Capital Group, LLC 1,298,603 1,464,755 11% 2020-06-30
Vigilant Capital Management, LLC 1,292,886 1,267,618 2% 2020-06-30
CAMBRIDGE TRUST CO 1,233,609 1,110,184 11% 2020-06-30
SPINNAKER TRUST 1,194,534 1,211,977 1% 2020-06-30
Legend Financial Advisors, Inc. 1,192,836 0 New Buy 2020-06-30
M&T BANK CORP 1,176,521 1,283,780 8% 2020-06-30
Covington Capital Management 1,174,156 986,662 19% 2020-06-30
FDx Advisors, Inc. 1,151,012 16,839 6,735% 2020-06-30
NOMURA ASSET MANAGEMENT CO LTD 1,146,700 1,126,000 2% 2020-06-30
SEI INVESTMENTS CO 1,129,759 1,013,369 11% 2020-06-30
Evercore Wealth Management, LLC 1,109,465 1,056,082 5% 2020-06-30
Parkside Investments, LLC 1,108,050 739,950 50% 2020-06-30
Highland Private Wealth Management 1,103,791 1,069,181 3% 2020-06-30
Goldstein Munger & Associates 1,090,446 1,085,767 0% 2020-06-30
CHATHAM CAPITAL GROUP, INC. 1,048,955 660,180 59% 2020-06-30
Mariner Wealth Advisors, LLC 1,035,678 867,432 19% 2020-06-30
FIRST AMERICAN TRUST CO 1,022,201 557,243 83% 2020-06-30
3EDGE Asset Management, LP 1,014,300 1,134,519 11% 2020-06-30
Russell Investments Group, Ltd. 1,004,400 1,004,400 No Change 2020-06-30
MinichMacGregor Wealth Management, LLC 992,685 0 New Buy 2020-06-30
GAMBLE JONES INVESTMENT COUNSEL 970,178 656,066 48% 2020-06-30
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 964,545 2,223,662 57% 2020-06-30
Marks Group Wealth Management, Inc 958,632 0 New Buy 2020-06-30
NKCFO LLC 936,500 83,500 1,022% 2020-06-30
Oxbow Advisors, LLC 915,289 675,180 36% 2020-06-30
Equitable Holdings, Inc. 109,672 0 New Buy 2020-06-30
Sowa Financial Group, Inc. 909,655 891,480 2% 2020-06-30
QUEST INVESTMENT MANAGEMENT INC/OR 898,810 0 New Buy 2020-06-30
Carnick & Kubik Group, LLC 895,546 146,948 509% 2020-06-30
BOURGEON CAPITAL MANAGEMENT LLC 890,958 784,198 14% 2020-06-30
CONFLUENCE INVESTMENT MANAGEMENT LLC 888,439 876,954 1% 2020-06-30
Narwhal Capital Management 888,242 882,612 1% 2020-06-30
American Investment Services, Inc. 859,158 985,006 13% 2020-06-30
American Research & Management Co. 855,700 0 New Buy 2020-06-30
MACRO Consulting Group 819,123 819,594 0% 2020-06-30
GOLDMAN SACHS GROUP INC 817,286 0 New Buy 2020-06-30
Lowe fs, LLC 797,902 749,567 6% 2020-06-30
Capital Bank & Trust Co 782,159 520,216 50% 2020-06-30
Ambassador Advisors, LLC 781,121 381,049 105% 2020-06-30
Titan Capital Management, LLC /CA 771,749 763,086 1% 2020-06-30
TWIN FOCUS CAPITAL PARTNERS, LLC 743,971 760,637 2% 2020-06-30
WESPAC Advisors SoCal, LLC 740,950 765,750 3% 2020-06-30
Puplava Financial Services, Inc. 739,550 1,302,555 43% 2020-06-30
Independent Family Office, LLC 738,723 722,200 2% 2020-06-30
Voya Financial Advisors, Inc. 727,214 0 New Buy 2020-06-30
Rain Capital Management, LLC 720,480 0 New Buy 2020-06-30
Wellspring Financial Advisors, LLC 719,469 661,198 9% 2020-06-30
Sepio Capital, LLC 703,670 518,083 36% 2020-06-30
FIDUCIARY TRUST CO 695,615 582,374 19% 2020-06-30
PRUDENTIAL FINANCIAL INC 682,000 620,000 10% 2020-06-30
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 677,216 0 New Buy 2020-06-30
JNBA Financial Advisors 675,535 685,130 1% 2020-06-30
Sullivan, Bruyette, Speros & Blaney, Inc. 642,980 375,726 71% 2020-06-30
IFP Advisors, Inc 640,956 249,247 157% 2020-06-30
Cougar Global Investments Ltd 637,940 712,952 11% 2020-06-30
CWM, LLC 636,465 570,329 12% 2020-06-30
BRINKER CAPITAL INC 625,242 540,776 16% 2020-06-30
BLAIR WILLIAM & CO/IL 623,514 572,526 9% 2020-06-30
Advisory Services Network, LLC 622,841 0 New Buy 2020-06-30
Biltmore Family Office, LLC 618,113 589,461 5% 2020-06-30
HBK Sorce Advisory LLC 617,905 604,520 2% 2020-06-30
Integrated Investment Consultants, LLC 615,727 81,694 654% 2020-06-30
Kingfisher Capital LLC 609,439 586,682 4% 2020-06-30
NorthCoast Asset Management LLC 601,284 496,263 21% 2020-06-30
Wellesley Investment Partners, LLC 594,839 530,478 12% 2020-06-30
LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC 583,863 0 New Buy 2020-06-30
FormulaFolio Investments, LLC 573,430 621,935 8% 2020-06-30
Cresset Asset Management, LLC 565,251 0 New Buy 2020-06-30
Rockefeller Capital Management L.P. 0 369,315 Sold Out 2020-06-30
SAGE RHINO CAPITAL LLC 561,505 551,197 2% 2020-06-30
Ancora Advisors, LLC 551,386 514,401 7% 2020-06-30
London & Capital Asset Management Ltd 541,578 0 New Buy 2020-06-30
Dynamic Advisors Solutions LLC 540,397 446,577 21% 2020-06-30
LEAVELL INVESTMENT MANAGEMENT, INC. 528,074 56,950 827% 2020-06-30
Prince Street Capital Management LLC 526,000 0 New Buy 2020-06-30
Kore Private Wealth LLC 524,721 0 New Buy 2020-06-30
Gerber Kawasaki Wealth & Investment Management 519,544 384,631 35% 2020-06-30
GenWealth Group, Inc. 519,181 457,283 14% 2020-06-30
Goss Wealth Management LLC 517,278 495,703 4% 2020-06-30
OPPENHEIMER ASSET MANAGEMENT INC 512,881 189,996 170% 2020-06-30
Sunbelt Securities, Inc. 507,422 0 New Buy 2020-06-30
Modus Advisors, LLC 507,050 527,580 4% 2020-06-30
Mirae Asset Global Investments Co., Ltd. 506,629 470,629 8% 2020-06-30
Stratos Wealth Partners, LTD. 480,667 230,076 109% 2020-06-30
Boyer & Corporon Wealth Management, LLC 480,571 461,842 4% 2020-06-30
AlphaStar Capital Management, LLC 472,770 237,493 99% 2020-06-30
DAVIDSON D A & CO 472,379 423,313 12% 2020-06-30
Sigma Planning Corp 466,011 299,924 55% 2020-06-30
COHEN & STEERS INC 463,465 966,765 52% 2020-06-30
EVOKE WEALTH, LLC 460,330 461,278 0% 2020-06-30
Employees Retirement System of Texas 458,000 100,000 358% 2020-06-30
CAPTRUST FINANCIAL ADVISORS 452,499 42,992 953% 2020-06-30
IndexIQ Advisors LLC 441,232 35,525 1,142% 2020-06-30
CREDIT SUISSE/ 433,330 39,648 993% 2020-06-30
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 432,766 187,005 131% 2020-06-30
IBERIABANK CORP 428,701 384,394 12% 2020-06-30
Simmons Bank 426,374 0 New Buy 2020-06-30
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 411,378 0 New Buy 2020-06-30
Susquehanna International Group, LLP 398,626 375,725 6% 2020-06-30
Community Bank, N.A. 388,248 388,373 0% 2020-06-30
Renaissance Technologies(Jim Simons) 386,700 0 New Buy 2020-06-30
Baird Financial Group, Inc. 13,580 13,580 No Change 2020-06-30
Glovista Investments LLC 385,095 162,290 137% 2020-06-30
Creative Planning 380,559 338,294 12% 2020-06-30
SIGMA INVESTMENT COUNSELORS INC 379,129 362,949 4% 2020-06-30
White Lighthouse Investment Management Inc. 377,180 401,278 6% 2020-06-30
Private Advisor Group, LLC 375,056 298,307 26% 2020-06-30
Elm Partners Management LLC 374,322 0 New Buy 2020-06-30
Cutler Group LP 370,691 117,089 217% 2020-06-30
Janney Montgomery Scott LLC 370,447 269,612 37% 2020-06-30
New Potomac Partners, LLC 369,545 357,970 3% 2020-06-30
HOWLAND CAPITAL MANAGEMENT INC 368,273 0 New Buy 2020-06-30
BSW Wealth Partners 366,725 369,375 1% 2020-06-30
LLBH Private Wealth Management, LLC 362,185 262,938 38% 2020-06-30
Alexandria Capital, LLC 355,260 92,075 286% 2020-06-30
BFSG, LLC 350,480 135,570 159% 2020-06-30
Verger Capital Management LLC 345,155 312,880 10% 2020-06-30
KEYBANK NATIONAL ASSOCIATION/OH 342,788 309,231 11% 2020-06-30
DWM Financial Group, Inc. 340,397 295,835 15% 2020-06-30
BINGHAM OSBORN & SCARBOROUGH LLC 333,406 333,406 No Change 2020-06-30
Wallington Asset Management, LLC 324,990 322,480 1% 2020-06-30
Rafferty Asset Management, LLC 324,753 312,620 4% 2020-06-30
ICONIQ Capital, LLC 319,592 0 New Buy 2020-06-30
Multi-Financial Securities Corp 316,413 332,611 5% 2020-06-30
Beaumont Financial Partners, LLC 316,382 238,130 33% 2020-06-30
Eqis Capital Management, Inc. 313,027 395,879 21% 2020-06-30
Silicon Hills Wealth Management, LLC 312,292 300,202 4% 2020-06-30
Valmark Advisers, Inc. 311,694 12,124 2,471% 2020-06-30
Cranbrook Wealth Management, LLC 309,194 0 New Buy 2020-06-30
STRATEGIC CAPITAL ADVISERS, INC. 307,192 307,892 0% 2020-06-30
GFS Advisors, LLC 306,412 0 New Buy 2020-06-30
Southeast Asset Advisors Inc. 306,265 0 New Buy 2020-06-30
Berson & Corrado Investment Advisors, LLC 304,958 305,871 0% 2020-06-30
Sageworth Trust Co 302,036 0 New Buy 2020-06-30
Evanson Asset Management, LLC 299,321 345,178 13% 2020-06-30
GAMCO INVESTORS, INC. ET AL 294,000 294,000 No Change 2020-06-30
Mackey Komara & Dankovich, LLC 292,721 299,410 2% 2020-06-30
Meridian Wealth Advisors, LLC 292,669 245,466 19% 2020-06-30
CITADEL ADVISORS LLC (Kenneth C. Griffin) 288,800 0 New Buy 2020-06-30
One Charles Private Wealth Services, LLC 286,591 0 New Buy 2020-06-30
Belpointe Asset Management LLC 285,938 0 New Buy 2020-06-30
Prospera Financial Services 278,660 0 New Buy 2020-06-30
HUNTINGTON NATIONAL BANK 276,504 283,832 3% 2020-06-30
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 273,747 194,859 40% 2020-06-30
Regent Peak Wealth Advisors LLC 272,901 257,803 6% 2020-06-30
NVWM, LLC 272,146 195,792 39% 2020-06-30
Versant Capital Management, Inc 271,479 364,278 25% 2020-06-30
Hamilton Wealth, LLC 271,011 252,766 7% 2020-06-30
Kingsview Wealth Management, LLC 270,947 244,534 11% 2020-06-30
PEKIN SINGER STRAUSS ASSET MANAGEMENT /IL 270,368 267,563 1% 2020-06-30
COMMERCE BANK N A/MO 266,362 261,157 2% 2020-06-30
Financial Network 265,654 225,617 18% 2020-06-30
Perigon Wealth Management, LLC 264,762 262,063 1% 2020-06-30
Roundview Capital LLC 263,559 262,451 0% 2020-06-30
Clear Harbor Asset Management, LLC 262,714 257,539 2% 2020-06-30
Wealth Quarterback LLC 0 74,649 Sold Out 2020-06-30
TBH Global Asset Management, LLC 257,691 220,104 17% 2020-06-30
Paragon Wealth Strategies, LLC 257,207 0 New Buy 2020-06-30
Briaud Financial Planning, Inc 254,759 254,759 No Change 2020-06-30
BESSEMER GROUP INC 251,841 337,661 25% 2020-06-30
SCOTIA CAPITAL INC. 251,337 46,396 442% 2020-06-30
OPPENHEIMER & CO INC 250,492 120,395 108% 2020-06-30
Summit Place Financial Advisors, LLC 249,721 246,511 1% 2020-06-30
MERIDIAN INVESTMENT COUNSEL INC. 249,680 248,755 0% 2020-06-30
Weil Company, Inc. 248,024 0 New Buy 2020-06-30
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 245,547 145,547 69% 2020-06-30
WOLVERINE TRADING, LLC 244,691 242,916 1% 2020-06-30
SRS Capital Advisors, Inc. 243,608 0 New Buy 2020-06-30
Maltin Wealth Management, Inc. 241,260 209,043 15% 2020-06-30
AE Wealth Management LLC 241,094 211,623 14% 2020-06-30
GRUSS & CO INC 240,000 250,000 4% 2020-06-30
Harvest Fund Management Co., Ltd 237,148 240,709 1% 2020-06-30
Aveo Capital Partners, LLC 231,501 52,673 340% 2020-06-30
Personal Wealth Partners 230,823 205,896 12% 2020-06-30
Sowell Financial Services LLC 229,588 180,949 27% 2020-06-30
MOULTON WEALTH MANAGEMENT, INC 228,619 225,755 1% 2020-06-30
CLS INVESTMENT FIRM, LLC 225,000 225,000 No Change 2020-06-30
Merriman Wealth Management, LLC 222,799 148,992 50% 2020-06-30
BARCLAYS PLC 222,284 90,595 145% 2020-06-30
Ziegler Capital Management, LLC 221,082 221,082 No Change 2020-06-30
SENTINEL PENSION ADVISORS INC 219,290 138,485 58% 2020-06-30
RiverGlades Family Offices LLC 214,209 0 New Buy 2020-06-30
CFG Asset Management LLC 213,553 219,117 3% 2020-06-30
PICTET ASSET MANAGEMENT LTD 211,893 0 New Buy 2020-06-30
Van Hulzen Asset Management, LLC 211,570 243,384 13% 2020-06-30
Wealthcare Advisory Partners LLC 208,059 166,612 25% 2020-06-30
Financial Advocates Investment Management 204,331 172,403 19% 2020-06-30
Palisades Hudson Asset Management, L.P. 204,193 204,193 No Change 2020-06-30
AdvisorNet Financial, Inc 425 191,558 100% 2020-06-30
Resonant Capital Advisors, LLC 201,588 17,837 1,030% 2020-06-30
Centric Wealth Management 200,362 0 New Buy 2020-06-30
DCF Advisers, LLC 200,000 200,000 No Change 2020-06-30
PARAMETRIC PORTFOLIO ASSOCIATES 198,817 15,064 1,220% 2020-06-30
Wealth Alliance 194,908 192,721 1% 2020-06-30
AMJ Financial Wealth Management 194,571 199,230 2% 2020-06-30
PFG Financial Advisors 193,346 488,402 60% 2020-06-30
WELCH & FORBES LLC 192,701 199,711 4% 2020-06-30
Wills Financial Group, Inc. 192,250 188,000 2% 2020-06-30
Insight Wealth Partners, LLC 192,018 155,379 24% 2020-06-30
JANE STREET GROUP, LLC 190,710 174,995 9% 2020-06-30
Cascadia Advisory Services, LLC 184,273 0 New Buy 2020-06-30
Estate Counselors, LLC 183,450 211,500 13% 2020-06-30
PRUDENTIAL CORP PLC 183,440 28,720 539% 2020-06-30
Balentine LLC 183,069 0 New Buy 2020-06-30
First Allied Advisory Services, Inc. 181,763 185,355 2% 2020-06-30
IPG Investment Advisors LLC 180,078 180,078 No Change 2020-06-30
Beacon Harbor Wealth Advisors, Inc. 179,978 0 New Buy 2020-06-30
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 179,152 156,822 14% 2020-06-30
INTREPID CAPITAL MANAGEMENT INC 175,142 192,826 9% 2020-06-30
UMB BANK N A/MO 172,316 98,778 74% 2020-06-30
DELTA FINANCIAL ADVISORS LLC 168,980 148,680 14% 2020-06-30
GOULD ASSET MANAGEMENT LLC /CA/ 168,897 185,229 9% 2020-06-30
CIBC World Markets Inc. 168,355 0 New Buy 2020-06-30
Cardan Capital Partners, LLC 164,192 151,306 9% 2020-06-30
Perennial Investment Advisors, LLC 163,971 79,958 105% 2020-06-30
Inscription Capital, LLC 157,430 141,430 11% 2020-06-30
Well Done, LLC 156,279 153,128 2% 2020-06-30
Mirador Capital Partners LP 155,790 151,305 3% 2020-06-30
Mengis Capital Management, Inc. 155,598 134,467 16% 2020-06-30
HSBC HOLDINGS PLC 154,081 0 New Buy 2020-06-30
TrinityPoint Wealth, LLC 150,309 0 New Buy 2020-06-30
EDMOND DE ROTHSCHILD HOLDING S.A. 39,643 30,551 30% 2020-06-30
NTV ASSET MANAGEMENT LLC 149,800 341,150 56% 2020-06-30
COLONY GROUP LLC 147,823 123,893 19% 2020-06-30
Vivaldi Capital Management, LLC 147,819 200,973 26% 2020-06-30
DOHJ, LLC 147,317 123,444 19% 2020-06-30
SMITH, MOORE & CO. 145,496 0 New Buy 2020-06-30
OLD NATIONAL BANCORP /IN/ 144,098 145,180 1% 2020-06-30
Charles Schwab Trust Co 142,394 156,340 9% 2020-06-30
EFG Asset Management (Americas) Corp. 141,947 119,722 19% 2020-06-30
SlateStone Wealth, LLC 141,251 162,671 13% 2020-06-30
Ballentine, Finn & Company, Inc. 136,644 136,644 No Change 2020-06-30
WMS Partners, LLC 135,556 0 New Buy 2020-06-30
LINCOLN NATIONAL CORP 4,833 111,174 96% 2020-06-30
WHITTIER TRUST CO OF NEVADA INC 132,859 133,609 1% 2020-06-30
TWO SIGMA SECURITIES, LLC 131,205 0 New Buy 2020-06-30
Filament LLC 128,152 0 New Buy 2020-06-30
One Capital Management, LLC 128,031 135,341 5% 2020-06-30
Permanens Capital L.P. 127,600 0 New Buy 2020-06-30
National Asset Management, Inc. 125,242 103,014 22% 2020-06-30
HUSSMAN ECONOMETRICS ADVISORS, INC. 125,000 150,000 17% 2020-06-30
Mutual Advisors, LLC 124,784 0 New Buy 2020-06-30
AMG National Trust Bank 1,015 0 New Buy 2020-06-30
Brio Consultants, LLC 123,571 0 New Buy 2020-06-30
MOTCO 122,976 123,145 0% 2020-06-30
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 122,796 0 New Buy 2020-06-30
US BANCORP DE 122,205 178,533 32% 2020-06-30
RAYMOND JAMES TRUST CO 122,114 100,514 21% 2020-06-30
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 121,891 0 New Buy 2020-06-30
OLD MISSION CAPITAL LLC 121,793 0 New Buy 2020-06-30
SYNOVUS FINANCIAL CORP 119,860 32,087 274% 2020-06-30
Patriot Investment Management Inc. 118,394 139,273 15% 2020-06-30
USA Financial Portformulas Corp 118,015 134,275 12% 2020-06-30
Portfolio Solutions 117,030 110,752 6% 2020-06-30
BOSTON RESEARCH & MANAGEMENT INC 117,027 118,120 1% 2020-06-30
FLOW TRADERS U.S. LLC 115,309 118,644 3% 2020-06-30
RGT Capital Management, Ltd. 114,000 0 New Buy 2020-06-30
Madden Advisory Services, Inc. 113,227 151,999 26% 2020-06-30
Intrua Financial, LLC 112,605 0 New Buy 2020-06-30
VAN ECK ASSOCIATES CORP 111,395 162,057 31% 2020-06-30
Montecito Bank & Trust 110,879 80,557 38% 2020-06-30
Private Harbour Investment Management & Counsel, LLC 110,635 111,195 1% 2020-06-30
Compass Financial Group, Inc. 110,147 61,504 79% 2020-06-30
Camarda Financial Advisors, LLC 108,679 0 New Buy 2020-06-30
THOMPSON SIEGEL & WALMSLEY LLC 108,500 108,500 No Change 2020-06-30
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 108,066 102,089 6% 2020-06-30
Edge Wealth Management LLC 105,450 0 New Buy 2020-06-30
Visionary Wealth Advisors 105,090 0 New Buy 2020-06-30
CAPROCK Group, Inc. 105,000 0 New Buy 2020-06-30
Sunesis Advisors, LLC 104,418 104,418 No Change 2020-06-30
REGIONS FINANCIAL CORP 103,323 94,182 10% 2020-06-30
Ferris Capital, LLC 101,575 0 New Buy 2020-06-30
Outlook Wealth Advisors, LLC 99,495 88,677 12% 2020-06-30
DFPG INVESTMENTS, INC. 99,036 0 New Buy 2020-06-30
Pettinga Financial Advisors, LLC 98,500 97,630 1% 2020-06-30
Relative Value Partners Group, LLC 98,302 0 New Buy 2020-06-30
CX Institutional 97,929 0 New Buy 2020-06-30
Hanlon Investment Management, Inc. 97,477 123,419 21% 2020-06-30
COMERICA SECURITIES,INC. 96,698 0 New Buy 2020-06-30
V Wealth Management,LLC 96,489 366,664 74% 2020-06-30
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 96,439 0 New Buy 2020-06-30
Gradient Investments LLC 95,354 82,034 16% 2020-06-30
Cornerstone Advisors, Inc. 94,118 94,118 No Change 2020-06-30
UNITED CAPITAL FINANCIAL ADVISERS,INC. 92,927 0 New Buy 2020-06-30
Tower Research Capital LLC 91,313 0 New Buy 2020-06-30
WEALTHSOURCE PARTNERS, LLC 90,288 90,673 0% 2020-06-30
Vanguard Capital Wealth Advisors 89,977 0 New Buy 2020-06-30
Riggs Asset Managment Co. Inc. 89,713 89,388 0% 2020-06-30
AUGUSTINE ASSET MANAGEMENT INC 88,027 88,677 1% 2020-06-30
Perkins Coie Trust Co 87,696 87,696 No Change 2020-06-30
WEDBUSH MORGAN SECURITIES INC 87,254 86,457 1% 2020-06-30
Lakeview Capital Partners, LLC 87,230 48,244 81% 2020-06-30
Fort Point Capital Partners, LLC 86,196 0 New Buy 2020-06-30
GLENMEDE TRUST CO NA 84,688 71,575 18% 2020-06-30
Elmwood Wealth Management, Inc. 84,640 0 New Buy 2020-06-30
SIGNATUREFD, LLC 84,132 33,685 150% 2020-06-30
GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC 82,600 82,600 No Change 2020-06-30
Sawtooth Asset Management, Inc. 80,570 0 New Buy 2020-06-30
BANQUE PICTET & CIE SA 80,302 69,002 16% 2020-06-30
H D Vest Advisory Services 80,171 69,021 16% 2020-06-30
First Heartland Consultants, Inc. 79,957 35,741 124% 2020-06-30
FIRST MANHATTAN CO 79,502 2,402 3,210% 2020-06-30
EVERGREEN CAPITAL MANAGEMENT LLC 78,535 0 New Buy 2020-06-30
Firestone Capital Management 77,074 70,859 9% 2020-06-30
PALLADIUM PARTNERS LLC 77,052 72,832 6% 2020-06-30
Americana Partners, LLC 76,253 0 New Buy 2020-06-30
PRW Wealth Management LLC 75,500 97,500 23% 2020-06-30
Verde Capital Management 75,426 114,857 34% 2020-06-30
Consolidated Investment Group LLC 75,000 75,000 No Change 2020-06-30
BALDWIN BROTHERS INC/MA 74,305 1,835 3,949% 2020-06-30
Pinnacle Advisory Group, Inc. 73,180 0 New Buy 2020-06-30
MOODY NATIONAL BANK TRUST DIVISION 71,871 91,248 21% 2020-06-30
ABSOLUTE INVESTMENT MANAGEMENT LLC 71,669 52,452 37% 2020-06-30
BT Investment Management Ltd 70,233 70,829 1% 2020-06-30
Burns Wealth Management, Inc. 69,494 57,022 22% 2020-06-30
M Holdings Securities, Inc. 67,407 73,497 8% 2020-06-30
Stonehage Fleming Financial Services Holdings Ltd 66,280 0 New Buy 2020-06-30
Holistic Financial Partners 66,240 66,240 No Change 2020-06-30
TAP Consulting, LLC 66,181 70,610 6% 2020-06-30
HORIZON ASSET MANAGEMENT INC/NY 64,383 0 New Buy 2020-06-30
BENJAMIN EDWARDS INC 63,953 71,680 11% 2020-06-30
Ford Financial Group, Inc. 63,541 0 New Buy 2020-06-30
WHITENER CAPITAL MANAGEMENT, INC. 63,300 63,300 No Change 2020-06-30
Hartland & Co., LLC 63,239 61,418 3% 2020-06-30
Ballew Advisors, Inc 62,515 0 New Buy 2020-06-30
NWAM LLC 62,302 114,915 46% 2020-06-30
CALTON & ASSOCIATES, INC. 60,386 50,614 19% 2020-06-30
MILLENNIUM MANAGEMENT LLC 60,207 0 New Buy 2020-06-30
PINNACLE FINANCIAL PARTNERS INC 59,969 74,646 20% 2020-06-30
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 59,620 43,216 38% 2020-06-30
Ausdal Financial Partners, Inc. 59,343 15,962 272% 2020-06-30
Bigelow Investment Advisors, LLC 59,285 47,697 24% 2020-06-30
Adviser Investments LLC 59,208 77,531 24% 2020-06-30
IEQ CAPITAL, LLC 57,965 40,652 43% 2020-06-30
Tarbox Group, Inc. 57,785 35,303 64% 2020-06-30
BP WEALTH MANAGEMENT, LLC 30,951 51,250 40% 2020-06-30
Foundations Investment Advisors, LLC 56,624 19,331 193% 2020-06-30
GROUP ONE TRADING, L.P. 56,474 0 New Buy 2020-06-30
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 56,306 56,306 No Change 2020-06-30
COURAGE CAPITAL MANAGEMENT LLC 56,000 0 New Buy 2020-06-30
Homrich & Berg 55,921 55,297 1% 2020-06-30
Arete Wealth Advisors, LLC 55,330 51,430 8% 2020-06-30
FIRST NATIONAL TRUST CO 55,303 55,175 0% 2020-06-30
Modera Wealth Management, LLC 54,986 57,841 5% 2020-06-30
GaveKal Capital, LLC 54,562 41,013 33% 2020-06-30
FIERA SCEPTRE INC. 54,400 54,400 No Change 2020-06-30
J. W. Coons Advisors, LLC 54,116 54,116 No Change 2020-06-30
FLAGSHIP HARBOR ADVISORS, LLC 53,707 51,419 4% 2020-06-30
Integrated Wealth Concepts LLC 51,945 11,764 342% 2020-06-30
WADE G W & INC 51,920 60,268 14% 2020-06-30
CENTAURUS FINANCIAL, INC. 51,746 50,884 2% 2020-06-30
Choate Investment Advisors 51,431 51,431 No Change 2020-06-30
Cetera Investment Advisers 49,789 38,843 28% 2020-06-30
Regal Investment Advisors, LLC 49,218 0 New Buy 2020-06-30
Clearshares LLC 49,168 0 New Buy 2020-06-30
Toroso Investments, LLC 48,743 48,004 2% 2020-06-30
Camden Capital, LLC 47,806 47,225 1% 2020-06-30
Timber Creek Capital Management LLC 47,300 0 New Buy 2020-06-30
Bank of the Ozarks 46,906 55,851 16% 2020-06-30
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 46,000 46,660 1% 2020-06-30
HAP Trading, LLC 21,992 0 New Buy 2020-06-30
Gibson Capital Management, Ltd. 45,346 48,723 7% 2020-06-30
Western Wealth Management, LLC 45,075 44,290 2% 2020-06-30
LIBERTY WEALTH MANAGEMENT LLC 45,060 51,897 13% 2020-06-30
Winton Capital Group Ltd 45,000 0 New Buy 2020-06-30
Buckingham Asset Management, LLC 44,959 69,493 35% 2020-06-30
Paradigm Financial Partners, LLC 43,926 34,986 26% 2020-06-30
EATON VANCE MANAGEMENT 43,280 37,941 14% 2020-06-30
Country Club Trust Company, n.a. 6,381 49,524 87% 2020-06-30
Kovack Advisors, Inc. 42,805 36,807 16% 2020-06-30
Port Capital LLC 42,700 0 New Buy 2020-06-30
Delta Investment Management, LLC 41,522 19,098 117% 2020-06-30
SHEETS SMITH & ASSOCIATES INC 41,372 0 New Buy 2020-06-30
Empirical Financial Services, LLC 41,073 41,487 1% 2020-06-30
Private Portfolio Partners LLC 40,682 0 New Buy 2020-06-30
United Asset Strategies, Inc. 40,022 39,625 1% 2020-06-30
SCHWARTZ INVESTMENT COUNSEL INC 39,930 41,600 4% 2020-06-30
MATHER GROUP, INC. 39,016 0 New Buy 2020-06-30
WealthBridge Capital Management, LLC 38,825 38,825 No Change 2020-06-30
J.W. COLE ADVISORS, INC. 38,739 0 New Buy 2020-06-30
PHILLIPS FINANCIAL MANAGEMENT, LLC 38,693 0 New Buy 2020-06-30
VALICENTI ADVISORY SERVICES INC 38,419 38,419 No Change 2020-06-30
BURNS J W & CO INC/NY 38,105 38,105 No Change 2020-06-30
Banco Santander, S.A. 37,768 29,285 29% 2020-06-30
Carroll Financial Associates, Inc. 37,711 27,389 38% 2020-06-30
OmniStar Financial Group, Inc. 37,668 39,820 5% 2020-06-30
Ironsides Asset Advisors, LLC 37,650 37,650 No Change 2020-06-30
LGL PARTNERS, LLC 37,600 37,600 No Change 2020-06-30
tru Independence LLC 37,361 35,824 4% 2020-06-30
Hamilton Capital Management, Inc. 37,263 0 New Buy 2020-06-30
PBMares Wealth Management LLC 36,855 34,130 8% 2020-06-30
NORRIS PERNE & FRENCH LLP/MI 36,740 36,740 No Change 2020-06-30
NEXT Financial Group, Inc 35,343 30,713 15% 2020-06-30
SG Americas Securities, LLC 34,760 21,300 63% 2020-06-30
TOWNSQUARE CAPITAL LLC 34,115 35,691 4% 2020-06-30
ALLIANCEBERNSTEIN L.P. 34,019 27,607 23% 2020-06-30
Aureus Asset Management, LLC 33,875 33,875 No Change 2020-06-30
Principle Wealth Partners LLC 33,854 33,854 No Change 2020-06-30
Q3 Asset Management 33,819 132,851 75% 2020-06-30
Beacon Pointe Advisors, LLC 33,781 27,086 25% 2020-06-30
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 33,744 35,531 5% 2020-06-30
Altium Wealth Management LLC 33,652 0 New Buy 2020-06-30
KORNITZER CAPITAL MANAGEMENT INC /KS 32,789 32,789 No Change 2020-06-30
COLDSTREAM CAPITAL MANAGEMENT INC 32,590 39,202 17% 2020-06-30
TORONTO DOMINION BANK 32,470 32,470 No Change 2020-06-30
FIRST HAWAIIAN BANK 32,388 37,328 13% 2020-06-30
PFG Advisors 32,089 28,064 14% 2020-06-30
Bristlecone Advisors, LLC 32,088 0 New Buy 2020-06-30
IFG Advisory, LLC 32,064 29,662 8% 2020-06-30
Landsberg, Bennett, & Dubbaneh LLC 31,705 24,171 31% 2020-06-30
Arkadios Wealth Advisors 31,633 2,053 1,441% 2020-06-30
CITIZENS FINANCIAL GROUP INC/RI 31,354 34,704 10% 2020-06-30
Change Path, LLC 1,998 0 New Buy 2020-06-30
Johnson Financial Group, Inc. 30,900 30,900 No Change 2020-06-30
Lenox Wealth Management, Inc. 30,872 17,353 78% 2020-06-30
Northwest Bancshares, Inc. 30,778 0 New Buy 2020-06-30
Patton Fund Management, Inc. 30,399 0 New Buy 2020-06-30
MERCER GLOBAL ADVISORS INC /ADV 30,280 261,564 88% 2020-06-30
SPROTT INC. 29,872 26,203 14% 2020-06-30
GREAT VALLEY ADVISOR GROUP, INC. 29,791 0 New Buy 2020-06-30
Berkeley Capital Partners, LLC 29,559 35,742 17% 2020-06-30
Aberdeen Wealth Management LLC 29,310 29,310 No Change 2020-06-30
OARSMAN CAPITAL, INC. 29,219 0 New Buy 2020-06-30
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 28,718 25,881 11% 2020-06-30
Independent Advisor Alliance 28,618 21,522 33% 2020-06-30
TOKIO MARINE ASSET MANAGEMENT CO LTD 28,200 28,200 No Change 2020-06-30
Clear Perspective Advisors, LLC 28,137 0 New Buy 2020-06-30
Joseph P. Lucia & Associates, LLC 27,960 27,781 1% 2020-06-30
Evolution Wealth Advisors, LLC 26,250 28,000 6% 2020-06-30
BerganKDV Wealth Management, LLC 26,162 24,798 6% 2020-06-30
STRATEGY ASSET MANAGERS LLC 25,934 24,372 6% 2020-06-30
CUTLER INVESTMENT COUNSEL LLC 25,790 25,790 No Change 2020-06-30
Capital Planning Advisors, LLC 25,733 25,053 3% 2020-06-30
Valeo Financial Advisors, LLC 25,634 22,159 16% 2020-06-30
RSM US WEALTH MANAGEMENT LLC 25,093 44,173 43% 2020-06-30
Riverpoint Wealth Management Holdings, LLC 25,003 25,003 No Change 2020-06-30
INVERNESS COUNSEL INC /NY/ 25,000 25,000 No Change 2020-06-30
Fisher Asset Management, LLC(Kenneth L. Fisher) 24,737 0 New Buy 2020-06-30
Banque Cantonale Vaudoise 24,702 21,200 17% 2020-06-30
D.B. Root & Company, LLC 24,256 24,256 No Change 2020-06-30
PDS Planning, Inc 24,239 0 New Buy 2020-06-30
EP Wealth Advisors, Inc. 24,145 24,825 3% 2020-06-30
Rehmann Capital Advisory Group 23,597 0 New Buy 2020-06-30
Bridgeworth, LLC 23,533 10,810 118% 2020-06-30
Transamerica Financial Advisors, Inc. 23,222 0 New Buy 2020-06-30
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 23,011 23,403 2% 2020-06-30
Iron Financial, LLC 22,939 0 New Buy 2020-06-30
HPM Partners LLC 22,537 41,626 46% 2020-06-30
Freestone Capital Holdings, LLC 22,477 20,405 10% 2020-06-30
Summit Trail Advisors, LLC 22,437 11,797 90% 2020-06-30
Parallel Advisors, LLC 22,328 34,965 36% 2020-06-30
BOSTON FINANCIAL MANGEMENT INC /MA 22,245 22,245 No Change 2020-06-30
Knuff & Co LLC 22,125 1,800 1,129% 2020-06-30
Ellis Investment Partners, LLC 21,924 17,461 26% 2020-06-30
Argent Trust Co 21,881 20,599 6% 2020-06-30
BRONFMAN E.L. ROTHSCHILD, L.P. 21,758 22,252 2% 2020-06-30
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 21,406 18,372 17% 2020-06-30
HANCOCK HOLDING CO 21,300 21,300 No Change 2020-06-30
Redhawk Wealth Advisors, Inc. 21,292 25,002 15% 2020-06-30
Institute for Wealth Management, LLC. 21,022 16,458 28% 2020-06-30
Moors & Cabot, Inc. 20,805 20,005 4% 2020-06-30
Coconut Grove Bank 20,777 85,245 76% 2020-06-30
IHT Wealth Management, LLC 20,722 21,593 4% 2020-06-30
Prime Capital Investment Advisors, LLC 20,473 22,796 10% 2020-06-30
JUNCTURE WEALTH STRATEGIES, LLC 20,301 22,499 10% 2020-06-30
Quadrant Private Wealth Management, LLC 20,045 20,045 No Change 2020-06-30
Koshinski Asset Management, Inc. 20,028 22,011 9% 2020-06-30
Coastal Investment Advisors, Inc. 19,765 21,922 10% 2020-06-30
Professional Financial Advisors, LLC 19,591 0 New Buy 2020-06-30
Financeware, Inc. 19,495 19,057 2% 2020-06-30
Frontier Wealth Management LLC 19,470 0 New Buy 2020-06-30
EisnerAmper Wealth Management Corporate Benefits, LLC 19,141 19,141 No Change 2020-06-30
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 19,045 0 New Buy 2020-06-30
BIDWELL C M & ASSOCIATES LTD/ 18,699 0 New Buy 2020-06-30
Interactive Financial Advisors 18,517 18,416 1% 2020-06-30
Sound View Wealth Advisors Group, LLC 18,450 18,450 No Change 2020-06-30
EWG Elevate Inc. 18,357 16,934 8% 2020-06-30
Teamwork Financial Advisors, LLC 18,339 0 New Buy 2020-06-30
Legacy Private Trust Co. 18,245 18,245 No Change 2020-06-30
MISSION CREEK CAPITAL PARTNERS, INC 17,888 0 New Buy 2020-06-30
CLIFFORD SWAN INVESTMENT COUNSEL LLC 17,860 20,444 13% 2020-06-30
DUBUQUE BANK & TRUST CO 17,745 17,745 No Change 2020-06-30
AMERITAS INVESTMENT CORP 17,745 21,072 16% 2020-06-30
WHITTIER TRUST CO 17,702 6,700 164% 2020-06-30
Baldrige Asset Management LLC 17,661 0 New Buy 2020-06-30
Yale Capital CORP 17,625 17,625 No Change 2020-06-30
AVALON ADVISORS L P 17,552 17,552 No Change 2020-06-30
Auxano Advisors, LLC 17,550 17,550 No Change 2020-06-30
ALESCO ADVISORS LLC 17,500 113,400 85% 2020-06-30
HOLLENCREST SECURITIES LLC 17,285 0 New Buy 2020-06-30
Hilltop Holdings Inc. 17,150 15,795 9% 2020-06-30
ETRADE Capital Management LLC 17,123 14,604 17% 2020-06-30
Pensionmark Financial Group, LLC 17,011 0 New Buy 2020-06-30
Baker Ellis Asset Management LLC 17,000 24,000 29% 2020-06-30
FFT WEALTH MANAGEMENT LLC 17,000 17,000 No Change 2020-06-30
DOWLING & YAHNKE INC 16,824 22,448 25% 2020-06-30
Claraphi Advisory Network, LLC 16,813 0 New Buy 2020-06-30
Butler Wick Trust CO 16,805 17,605 5% 2020-06-30
BDO Wealth Advisors, LLC 16,765 16,765 No Change 2020-06-30
Slow Capital, Inc. 16,658 16,594 0% 2020-06-30
MUTUAL OF OMAHA BANK WEALTH MANAGEMENT 16,615 10,965 52% 2020-06-30
Meridian Wealth Management, LLC 16,399 18,399 11% 2020-06-30
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 16,201 15,513 4% 2020-06-30
Leonard Rickey Investment Advisors P.L.L.C. 15,876 11,947 33% 2020-06-30
STALEY CAPITAL ADVISERS INC 15,767 15,767 No Change 2020-06-30
Arbor Investment Advisors, LLC 15,737 15,737 No Change 2020-06-30
Dorsey & Whitney Trust CO LLC 15,690 0 New Buy 2020-06-30
Global Retirement Partners, LLC 15,679 15,568 1% 2020-06-30
SeaCrest Wealth Management, LLC 15,664 14,064 11% 2020-06-30
Hanson Investment Management 15,609 0 New Buy 2020-06-30
HRT FINANCIAL LLC 15,561 0 New Buy 2020-06-30
WASHINGTON TRUST CO 15,465 15,465 No Change 2020-06-30
Empirical Finance, LLC 15,391 0 New Buy 2020-06-30
FRONTIER INVESTMENT MGMT CO 15,353 14,097 9% 2020-06-30
ROOSEVELT INVESTMENT GROUP INC 15,082 15,616 3% 2020-06-30
Garde Capital, Inc. 15,016 0 New Buy 2020-06-30
Bellecapital International Ltd. 14,900 14,900 No Change 2020-06-30
HawsGoodwin Investment Management LLC 14,791 172,355 91% 2020-06-30
Good Life Advisors, LLC 14,731 16,556 11% 2020-06-30
Lehman & Derafelo Financial Resources LLC 14,700 13,100 12% 2020-06-30
Ackerman Capital Advisors, LLC 14,655 0 New Buy 2020-06-30
Smith & Howard Wealth Management, LLC 14,580 14,580 No Change 2020-06-30
NorthRock Partners, LLC 14,344 0 New Buy 2020-06-30
Indiana Trust & Investment Management CO 14,220 14,220 No Change 2020-06-30
Clarius Group, LLC 14,217 14,217 No Change 2020-06-30
Veritable, L.P. 14,110 0 New Buy 2020-06-30
RETIREMENT INCOME SOLUTIONS, INC 13,780 13,780 No Change 2020-06-30
First City Capital Management, Inc. 13,690 14,765 7% 2020-06-30
ROWLAND CARMICHAEL ADVISORS INC /ADV 13,668 14,634 7% 2020-06-30
Baker Avenue Asset Management, LP 13,647 64,704 79% 2020-06-30
Mosaic Family Wealth, LLC 13,642 0 New Buy 2020-06-30
CAPITAL INSIGHT PARTNERS, LLC 13,560 0 New Buy 2020-06-30
TCF National Bank 13,526 14,146 4% 2020-06-30
Watch Point Trust Co 13,430 12,500 7% 2020-06-30
Patten Group, Inc. 13,340 10,815 23% 2020-06-30
Cambridge Advisors Inc. 13,304 13,300 0% 2020-06-30
Certified Advisory Corp 13,266 11,277 18% 2020-06-30
Betterment LLC 13,202 0 New Buy 2020-06-30
STERLING INVESTMENT ADVISORS LLC /ADV 13,158 13,414 2% 2020-06-30
Essex Financial Services, Inc. 13,052 17,916 27% 2020-06-30
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 13,000 13,000 No Change 2020-06-30
PINNACLE ASSOCIATES LTD 12,974 12,154 7% 2020-06-30
FineMark National Bank & Trust 12,965 0 New Buy 2020-06-30
Gladstone Institutional Advisory LLC 12,912 0 New Buy 2020-06-30
Red Door Wealth Management, LLC 12,783 5,154 148% 2020-06-30
Robertson Stephens Wealth Management, LLC 12,671 0 New Buy 2020-06-30
KCM INVESTMENT ADVISORS LLC 12,538 11,203 12% 2020-06-30
MERITAGE PORTFOLIO MANAGEMENT 12,510 12,510 No Change 2020-06-30
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 12,456 0 New Buy 2020-06-30
STOCK YARDS BANK & TRUST CO 12,453 12,453 No Change 2020-06-30
NORTHSTAR INVESTMENT ADVISORS LLC 12,300 13,425 8% 2020-06-30
Patriot Financial Group Insurance Agency, LLC 12,300 10,550 17% 2020-06-30
Blue Creek Investment Partners, LLC 12,151 0 New Buy 2020-06-30
PROEQUITIES, INC. 12,135 16,931 28% 2020-06-30
TRANSCEND WEALTH COLLECTIVE, LLC 12,000 0 New Buy 2020-06-30
Financial Enhancement Group LLC 11,966 0 New Buy 2020-06-30
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 11,916 8,934 33% 2020-06-30
Altavista Wealth Management, Inc. 11,850 22,050 46% 2020-06-30
FIFTH THIRD BANCORP 11,820 13,615 13% 2020-06-30
Orion Portfolio Solutions, LLC 11,809 0 New Buy 2020-06-30
Pinnacle Wealth Planning Services, Inc. 11,718 11,718 No Change 2020-06-30
VIEWPOINT INVESTMENT PARTNERS CORP 11,700 0 New Buy 2020-06-30
MANAGED ACCOUNT SERVICES INC 11,493 12,826 10% 2020-06-30
Lenox Wealth Advisors, Inc. 11,318 11,318 No Change 2020-06-30
ENTERPRISE FINANCIAL SERVICES CORP 11,315 0 New Buy 2020-06-30
Financial Architects, Inc 11,252 7,948 42% 2020-06-30
West Branch Capital LLC 11,250 11,250 No Change 2020-06-30
ASPIRIANT, LLC 11,216 0 New Buy 2020-06-30
Columbus Macro, LLC 11,178 0 New Buy 2020-06-30
Essex Savings Bank 11,050 0 New Buy 2020-06-30
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 10,957 0 New Buy 2020-06-30
Telos Capital Management, Inc. 10,921 11,104 2% 2020-06-30
ARKANSAS FINANCIAL GROUP, INC. 10,872 10,872 No Change 2020-06-30
Budros, Ruhlin & Roe, Inc. 10,777 10,777 No Change 2020-06-30
Financial Strategy Network, LLC 10,707 10,079 6% 2020-06-30
Asset Dedication, LLC 10,649 9,526 12% 2020-06-30
WSFS CAPITAL MANAGEMENT, LLC 10,528 10,528 No Change 2020-06-30
Williams Jones Wealth Management, LLC. 10,514 0 New Buy 2020-06-30
BROOKS, MOORE & ASSOCIATES, INC. 10,500 0 New Buy 2020-06-30
Rosenberg Matthew Hamilton 10,500 10,500 No Change 2020-06-30
BCJ Capital Management, LLC 10,425 0 New Buy 2020-06-30
APPLETON PARTNERS INC/MA 10,367 0 New Buy 2020-06-30
MONETA GROUP INVESTMENT ADVISORS INC 10,359 50,166 79% 2020-06-30
S.A. Mason LLC 10,334 7,544 37% 2020-06-30
Lesa Sroufe & Co 10,050 10,050 No Change 2020-06-30
BOENNING & SCATTERGOOD, INC. 10,050 10,050 No Change 2020-06-30
INGALLS & SNYDER LLC 10,044 10,044 No Change 2020-06-30
GUARDIAN CAPITAL ADVISORS LP 10,000 0 New Buy 2020-06-30
SEARLE & CO. 10,000 0 New Buy 2020-06-30
Radnor Capital Management, LLC 10,000 0 New Buy 2020-06-30
Citizens National Bank Trust Department 10,000 0 New Buy 2020-06-30
WEST BANCORPORATION INC 9,903 4,903 102% 2020-06-30
Barrett Asset Management, LLC 9,885 9,885 No Change 2020-06-30
HARBOR INVESTMENT ADVISORY, LLC 9,255 9,255 No Change 2020-06-30
Red Cedar Capital, LLC 9,239 9,239 No Change 2020-06-30
Burt Wealth Advisors 9,083 1,983 358% 2020-06-30
BROWN BROTHERS HARRIMAN & CO 8,888 0 New Buy 2020-06-30
Perennial Advisors, LLC 8,779 0 New Buy 2020-06-30
Atlas Private Wealth Management 8,300 0 New Buy 2020-06-30
Sandy Spring Bank 8,232 7,902 4% 2020-06-30
Column Capital Advisors, LLC 8,080 8,080 No Change 2020-06-30
Plante Moran Financial Advisors Ltd Partnership 8,047 8,047 No Change 2020-06-30
Front Row Advisors LLC 8,000 8,000 No Change 2020-06-30
TSFG, LLC 7,512 7,397 2% 2020-06-30
Eudaimonia Partners, LLC 6,765 6,200 9% 2020-06-30
Blume Capital Management, Inc. 6,692 6,692 No Change 2020-06-30
Hanson McClain, Inc. 6,455 17,674 63% 2020-06-30
Spectrum Management Group, Inc. 6,381 10,194 37% 2020-06-30
Global Financial Private Capital, LLC 6,340 179,165 96% 2020-06-30
Private Capital Group, LLC 5,834 6,237 6% 2020-06-30
D'Orazio & Associates, Inc. 5,700 5,700 No Change 2020-06-30
Sonora Investment Management, LLC 5,638 5,235 8% 2020-06-30
Canton Hathaway, LLC 5,627 5,627 No Change 2020-06-30
Endurance Wealth Management, Inc. 5,602 0 New Buy 2020-06-30
LifePlan Financial Group, Inc 5,510 5,479 1% 2020-06-30
Sugarloaf Wealth Management, LLC 5,000 5,000 No Change 2020-06-30
PIN OAK INVESTMENT ADVISORS INC 4,912 0 New Buy 2020-06-30
Financial Advantage, Inc. 4,701 1,952 141% 2020-06-30
Focused Wealth Management, Inc 4,533 4,533 No Change 2020-06-30
DUNCKER STREETT & CO INC 4,200 2,000 110% 2020-06-30
ATTICUS WEALTH MANAGEMENT, LLC 4,000 4,000 No Change 2020-06-30
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 3,845 8,991 57% 2020-06-30
SVB Wealth Advisory, Inc. 3,836 5,922 35% 2020-06-30
MARK SHEPTOFF FINANCIAL PLANNING, LLC 3,500 3,800 8% 2020-06-30
Investors Research Corp 3,495 3,495 No Change 2020-06-30
CENTRAL BANK & TRUST CO 3,300 0 New Buy 2020-06-30
McIlrath & Eck, LLC 3,239 0 New Buy 2020-06-30
Trust Co 3,069 3,069 No Change 2020-06-30
Hoover Financial Advisors, Inc. 3,000 0 New Buy 2020-06-30
SECURITY NATIONAL TRUST CO 2,781 2,781 No Change 2020-06-30
Weaver Consulting Group 2,768 2,707 2% 2020-06-30
Larson Financial Group LLC 2,546 3,056 17% 2020-06-30
Aft, Forsyth & Sober, LLC 2,350 2,350 No Change 2020-06-30
ADIRONDACK TRUST CO 2,321 2,321 No Change 2020-06-30
Ellevest, Inc. 2,156 1,645 31% 2020-06-30
AllSquare Wealth Management LLC 2,090 2,090 No Change 2020-06-30
Oakworth Capital, Inc. 2,085 1,470 42% 2020-06-30
Litman Gregory Asset Management LLC 2,070 2,070 No Change 2020-06-30
BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,000 0 New Buy 2020-06-30
Bedel Financial Consulting, Inc. 1,977 1,928 3% 2020-06-30
Aldebaran Financial Inc. 1,951 1,951 No Change 2020-06-30
Financial Management Professionals, Inc. 1,865 1,891 1% 2020-06-30
BELLEVUE ASSET MANAGEMENT, LLC 1,862 1,862 No Change 2020-06-30
Laurel Wealth Advisors LLC 1,800 500 260% 2020-06-30
Sound Income Strategies, LLC 1,794 1,576 14% 2020-06-30
Summit Investment Advisors, Inc. 1,708 1,708 No Change 2020-06-30
Jaffetilchin Investment Partners, LLC 1,688 0 New Buy 2020-06-30
Jacobi Capital Management LLC 1,604 19,786 92% 2020-06-30
Pathstone Family Office, LLC 1,600 0 New Buy 2020-06-30
SALEM INVESTMENT COUNSELORS INC 1,597 0 New Buy 2020-06-30
OLD SECOND NATIONAL BANK OF AURORA 1,550 1,550 No Change 2020-06-30
HM PAYSON & CO 822 0 New Buy 2020-06-30
Sailer Financial LLC 1,521 1,521 No Change 2020-06-30
MANCHESTER FINANCIAL INC 1,442 17,442 92% 2020-06-30
VALLEY NATIONAL ADVISERS INC 1,433 1,433 No Change 2020-06-30
MASSMUTUAL TRUST CO FSB/ADV 1,415 0 New Buy 2020-06-30
Truvestments Capital LLC 111 0 New Buy 2020-06-30
Harel Insurance Investments & Financial Services Ltd. 1,300 1,300 No Change 2020-06-30
Lucia Wealth Services, LLC 1,262 119,061 99% 2020-06-30
Ironwood Wealth Management, LLC. 1,211 0 New Buy 2020-06-30
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1,190 0 New Buy 2020-06-30
Carmichael Hill & Associates, Inc. 1,150 1,150 No Change 2020-06-30
Clearbridge Advisors, LLC 1,103 0 New Buy 2020-06-30
OPTIMUM INVESTMENT ADVISORS 1,000 1,000 No Change 2020-06-30
Main Management LLC 1,000 0 New Buy 2020-06-30
Enterprise Trust & Investment Co 914 914 No Change 2020-06-30
Stonebridge Financial Planning Group, LLC 912 312 192% 2020-06-30
Tradewinds Capital Management, LLC 905 141,156 99% 2020-06-30
Semmax Financial Advisors Inc. 888 888 No Change 2020-06-30
Rocky Mountain Advisers, LLC 800 800 No Change 2020-06-30
Capital Analysts, Inc. 762 762 No Change 2020-06-30
Capital Advisors, Ltd. LLC 737 737 No Change 2020-06-30
Disciplined Investments, LLC 735 735 No Change 2020-06-30
PEOPLES FINANCIAL SERVICES CORP. 674 674 No Change 2020-06-30
CFM WEALTH PARTNERS LLC 600 600 No Change 2020-06-30
MCF Advisors LLC 577 0 New Buy 2020-06-30
Roble, Belko & Company, Inc 537 537 No Change 2020-06-30
Concannon Wealth Management, LLC 469 369 27% 2020-06-30
Hudock Moyer Wealth Resources, LLC 419 419 No Change 2020-06-30
Cribstone Capital Management, LLC 400 400 No Change 2020-06-30
Archer Investment Corp 0 3,287 Sold Out 2020-06-30
Kistler-Tiffany Companies, LLC 336 336 No Change 2020-06-30
SPRINGBOK CAPITAL MANAGEMENT, LLC 300 0 New Buy 2020-06-30
Mine & Arao Wealth Creation & Management, LLC. 300 300 No Change 2020-06-30
Apollon Wealth Management, LLC 283 0 New Buy 2020-06-30
Ariel Capital Advisors, LLC 250 250 No Change 2020-06-30
DELTA ASSET MANAGEMENT LLC/TN 210 210 No Change 2020-06-30
Vectors Research Management, LLC 208 0 New Buy 2020-06-30
Winch Advisory Services, LLC 200 200 No Change 2020-06-30
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 182 0 New Buy 2020-06-30
First PREMIER Bank 176 176 No Change 2020-06-30
HighMark Wealth Management LLC 100 100 No Change 2020-06-30
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 84 0 New Buy 2020-06-30
Bogart Wealth, LLC 79 79 No Change 2020-06-30
JACKSON SQUARE CAPITAL, LLC 72 72 No Change 2020-06-30
JJJ Advisors Inc. 65 65 No Change 2020-06-30
Demars Financial Group, LLC 62 0 New Buy 2020-06-30
Your Advocates Ltd., LLP 45 45 No Change 2020-06-30
Atlas Private Wealth Advisors 21 0 New Buy 2020-06-30
Brand Asset Management Group, Inc. 19 0 New Buy 2020-06-30
Rockbridge Investment Management, LCC 12 0 New Buy 2020-06-30
MEEDER ASSET MANAGEMENT INC 0 482 Sold Out 2020-06-30
MOODY LYNN & CO/ 0 326,415 Sold Out 2020-06-30
AlphaMark Advisors, LLC 0 8 Sold Out 2020-06-30
CULLEN FROST BANKERS INC 0 8,092 Sold Out 2020-06-30
HOWE & RUSLING INC 0 1,065 Sold Out 2020-06-30
QCI ASSET MANAGEMENT INC/NY 0 25 Sold Out 2020-06-30
TD ASSET MANAGEMENT INC 0 495,683 Sold Out 2020-06-30
Brown Advisory Securities, LLC 0 35,095 Sold Out 2020-06-30
New England Investment & Retirement Group, Inc. 0 2,000 Sold Out 2020-06-30
JFS WEALTH ADVISORS, LLC 0 3,294 Sold Out 2020-06-30
GIRARD PARTNERS LTD. 0 10,146 Sold Out 2020-06-30
Advisory Alpha, LLC 0 1,859 Sold Out 2020-06-30
Private Ocean, LLC 0 1,000 Sold Out 2020-06-30
SHINE INVESTMENT ADVISORY SERVICES INC 0 152 Sold Out 2020-06-30
Summit Financial Wealth Advisors, LLC 0 71,117 Sold Out 2020-06-30
Glassman Wealth Services 0 1,086 Sold Out 2020-06-30
Newfound Research LLC 0 161 Sold Out 2020-06-30
Harwood Advisory Group, LLC 0 1,757 Sold Out 2020-06-30
LEVEL FOUR ADVISORY SERVICES, LLC 0 20,535 Sold Out 2020-06-30
Global Trust Asset Management, LLC 0 50,900 Sold Out 2020-06-30
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 0 10,910 Sold Out 2020-06-30
Windsor Group LTD 0 10,000 Sold Out 2020-06-30
Centerpoint Advisors, LLC 0 945 Sold Out 2020-06-30
Forefront Analytics, LLC 0 311 Sold Out 2020-06-30
G&S Capital LLC 0 5,660 Sold Out 2020-06-30
Pasadena Private Wealth, LLC 0 561,180 Sold Out 2020-06-30
Sontag Advisory, LLC 0 23,625 Sold Out 2020-06-30
MBE Wealth Management, LLC 0 1,000 Sold Out 2020-06-30
Aurora Private Wealth, Inc. 0 22,020 Sold Out 2020-06-30
Crumly & Associates Inc. 0 19,230 Sold Out 2020-06-30
Key FInancial Inc 0 1,092 Sold Out 2020-06-30
EPG Wealth Management LLC 0 2,668 Sold Out 2020-06-30
BALLAST ADVISORS LLC 0 845 Sold Out 2020-06-30
Filbrandt Wealth Management, LLC 0 259 Sold Out 2020-06-30
Royal Fund Management, LLC 0 1,448 Sold Out 2020-06-30
Capital Advisory Group Advisory Services, LLC 0 253 Sold Out 2020-06-30
DEUTSCHE BANK AG 4,206,203 3,107,065 35% 2020-03-31
JAMES INVESTMENT RESEARCH INC 1,387,107 718,106 93% 2020-03-31
PNC FINANCIAL SERVICES GROUP INC 22,342 6,287 255% 2020-03-31
Bank Julius Baer & Co. Ltd, Zurich 1,009,681 0 New Buy 2020-03-31
MML INVESTORS SERVICES, LLC 995,738 935,340 6% 2020-03-31
Lake Point Wealth Management 940,665 988,882 5% 2020-03-31
Atlantic Trust Group, LLC 620,433 604,116 3% 2020-03-31
Steward Partners Investment Advisory, LLC 360,361 189,928 90% 2020-03-31
CA Family Wealth, LLC 267,778 0 New Buy 2020-03-31
VERUS CAPITAL PARTNERS, LLC 260,199 241,564 8% 2020-03-31
Noven Financial Group, Inc. 242,246 242,043 0% 2020-03-31
Alhambra Investment Partners LLC 217,725 143,574 52% 2020-03-31
Omnia Family Wealth, LLC 207,686 195,573 6% 2020-03-31
Silverleafe Capital Partners, LLC 204,547 391,836 48% 2020-03-31
Executive Wealth Management, LLC 170,658 48,073 255% 2020-03-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 131,821 149,760 12% 2020-03-31
Verity Asset Management, Inc. 109,913 67,369 63% 2020-03-31
SignalPoint Asset Management, LLC 101,595 108,158 6% 2020-03-31
Strategic Wealth Advisors Group,Inc. 100,806 159,578 37% 2020-03-31
BOYS ARNOLD & CO INC 82,677 85,677 4% 2020-03-31
SIMPLEX TRADING, LLC 74,825 6,635 1,028% 2020-03-31
ZWJ INVESTMENT COUNSEL INC 73,285 70,285 4% 2020-03-31
Westside Investment Management, Inc. 66,361 0 New Buy 2020-03-31
Relyea Zuckerberg Hanson LLC 58,975 58,975 No Change 2020-03-31
Stratford Consulting, LLC 55,700 55,700 No Change 2020-03-31
Osborn Rohs Williams & Donohoe Ltd 38,120 0 New Buy 2020-03-31
Waterloo Capital, L.P. 35,121 0 New Buy 2020-03-31
Laurel Wealth Advisors, Inc. 34,708 34,644 0% 2020-03-31
S&CO INC 34,370 34,370 No Change 2020-03-31
INTL FCSTONE INC. 20,750 29,070 29% 2020-03-31
Manchester Capital Management LLC 14,145 14,145 No Change 2020-03-31
Resources Investment Advisors, Inc. 11,706 43,253 73% 2020-03-31
New Capital Management LP 6,500 0 New Buy 2020-03-31
Financial Gravity Wealth, Inc. 2,349 3,444 32% 2020-03-31
Center for Financial Planning, Inc. 2,600 2,600 No Change 2020-03-31
Mizuho Corporate Bank, Ltd. 0 2,700,000 Sold Out 2020-03-31
Great Lakes Retirement, Inc. 0 12,051 Sold Out 2020-03-31
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