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iShares Core MSCI EAFE ETF   (ticker: IEFA)
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
BANK OF AMERICA CORP /DE/ 149,598,404 148,014,398 1% 2019-12-31
J P MORGAN CHASE & CO 53,572,104 50,349,064 6% 2019-12-31
TIAA, FSB 5,930 9,824 40% 2019-12-31
UBS Group AG 0 45,418,767 Sold Out 2019-12-31
JONES FINANCIAL COMPANIES LLLP 42,666,438 41,557,199 3% 2019-12-31
RAYMOND JAMES & ASSOCIATES 39,572,853 44,699,697 11% 2019-12-31
ENVESTNET ASSET MANAGEMENT INC 36,007,455 33,711,785 7% 2019-12-31
WELLS FARGO & CO/MN 22,799,454 24,880,360 8% 2019-12-31
MORGAN STANLEY 22,299,566 20,136,875 11% 2019-12-31
FMR LLC 39 24 63% 2019-12-31
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 12,745,100 1,934,600 559% 2019-12-31
US BANCORP DE 12,409,617 11,766,466 5% 2019-12-31
LPL Financial CORP 11,922,530 11,398,388 5% 2019-12-31
KEYBANK NATIONAL ASSOCIATION/OH 9,016,117 9,209,659 2% 2019-12-31
UNITED SERVICES AUTOMOBILE ASSOCIATION 8,208,768 6,517,432 26% 2019-12-31
Creative Planning 7,567,957 7,627,148 1% 2019-12-31
BB&T CORP 6,976,018 314,534 2,118% 2019-12-31
PARAMETRIC PORTFOLIO ASSOCIATES 6,559,485 6,567,408 0% 2019-12-31
VICTORY CAPITAL MANAGEMENT INC 6,305,238 5,161,240 22% 2019-12-31
Raymond James Financial Services Advisors, Inc. 6,213,768 5,609,590 11% 2019-12-31
Bank of New York Mellon CORP 6,010,353 5,534,213 9% 2019-12-31
STIFEL FINANCIAL CORP 0 5,809,629 Sold Out 2019-12-31
GOLDMAN SACHS GROUP INC 17,163 28,625 40% 2019-12-31
AMERIPRISE FINANCIAL INC 5,615,103 5,942,429 6% 2019-12-31
UNITED CAPITAL FINANCIAL ADVISERS,INC. 5,597,693 5,596,961 0% 2019-12-31
Amerivest Investment Management LLC 5,456,981 5,679,019 4% 2019-12-31
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 5,337,729 5,366,330 1% 2019-12-31
ALLIANCEBERNSTEIN L.P. 5,241,272 4,944,440 6% 2019-12-31
ROYAL BANK OF CANADA 5,104,238 0 New Buy 2019-12-31
RiverFront Investment Group, LLC 4,505,930 3,918,853 15% 2019-12-31
NextCapital Advisers, Inc. 4,444,136 3,431,014 30% 2019-12-31
ALESCO ADVISORS LLC 4,390,706 4,394,810 0% 2019-12-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,358,544 4,232,098 3% 2019-12-31
NORTHERN TRUST CORP 4,230,615 4,381,224 3% 2019-12-31
FIFTH THIRD BANCORP 3,954,219 4,665,400 15% 2019-12-31
FRANKLIN RESOURCES INC 3,777,025 3,776,721 0% 2019-12-31
CWM, LLC 3,402,377 2,940,735 16% 2019-12-31
HAVERFORD TRUST CO 3,367,739 3,379,509 0% 2019-12-31
SEI INVESTMENTS CO 3,321,620 3,059,995 9% 2019-12-31
Advisor Group, Inc. 3,274,463 3,110,333 5% 2019-12-31
Conrad N. Hilton Foundation 2,708,004 0 New Buy 2019-12-31
Bridgewater Associates, Inc.(Raymond Dalio) 2,670,507 2,670,507 No Change 2019-12-31
WELLINGTON MANAGEMENT CO LLP 2,663,378 4,563,534 42% 2019-12-31
Janney Montgomery Scott LLC 2,354,662 2,097,384 12% 2019-12-31
HSBC HOLDINGS PLC 2,319,197 2,351,708 1% 2019-12-31
Janney Capital Management LLC 2,167,646 1,355,846 60% 2019-12-31
Mariner Wealth Advisors, LLC 2,119,536 1,918,965 10% 2019-12-31
PARK AVENUE SECURITIES LLC 2,089,539 2,123,056 2% 2019-12-31
COMMONWEALTH EQUITY SERVICES, LLC. 2,077,625 1,896,287 10% 2019-12-31
WESTWOOD HOLDINGS GROUP INC 1,947,861 1,962,959 1% 2019-12-31
MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP 1,887,737 1,567,012 20% 2019-12-31
Matson Money. Inc. 1,859,547 0 New Buy 2019-12-31
ALLSTATE CORP 440,990 323,340 36% 2019-12-31
Neuberger Berman Group LLC 1,833,648 1,774,903 3% 2019-12-31
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1,800,000 1,322,000 36% 2019-12-31
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,734,339 1,617,092 7% 2019-12-31
Ballentine, Finn & Company, Inc. 1,720,694 1,762,589 2% 2019-12-31
Oak Hill Investment Management, L.P. 1,698,413 1,477,922 15% 2019-12-31
Altium Wealth Management LLC 1,619,468 1,473,127 10% 2019-12-31
Mirae Asset Global Investments Co., Ltd. 1,586,898 1,585,578 0% 2019-12-31
HighTower Advisors, LLC 1,575,167 1,420,309 11% 2019-12-31
H D Vest Advisory Services 1,494,030 40,019 3,633% 2019-12-31
CI INVESTMENTS INC. 1,453,711 15,340 9,377% 2019-12-31
FIRST HAWAIIAN BANK 1,394,215 1,373,660 1% 2019-12-31
MML INVESTORS SERVICES, LLC 1,336,800 1,292,229 3% 2019-12-31
State of New Jersey Common Pension Fund D 1,200,471 1,200,471 No Change 2019-12-31
GV Capital Management 1,172,289 1,211,436 3% 2019-12-31
FIRST BUSINESS FINANCIAL SERVICES, INC. 1,115,831 1,113,318 0% 2019-12-31
Kuntz Lesher Capital LLC 1,113,463 1,071,864 4% 2019-12-31
BANK OF MONTREAL /CAN/ 1,106,326 1,197,158 8% 2019-12-31
MYCIO WEALTH PARTNERS, LLC 1,105,025 620,254 78% 2019-12-31
GRIMES & COMPANY, INC. 1,061,129 0 New Buy 2019-12-31
Oakworth Capital, Inc. 1,055,964 1,019,585 4% 2019-12-31
Abundance Wealth Counselors 1,041,784 1,007,480 3% 2019-12-31
STRATEGIC INVESTMENT MANAGEMENT 1,031,490 0 New Buy 2019-12-31
CKW FINANCIAL GROUP 1,025,870 1,011,068 1% 2019-12-31
VCU Investment Management Co 990,583 704,783 41% 2019-12-31
Edge Capital Group, LLC 982,806 928,368 6% 2019-12-31
Streettalk Advisors, LLC 980,861 912,035 8% 2019-12-31
MISSION WEALTH MANAGEMENT, LLC 969,365 926,260 5% 2019-12-31
PFG Financial Advisors 934,537 892,658 5% 2019-12-31
NOTTINGHAM ADVISORS, INC. 927,135 754,449 23% 2019-12-31
Capital Analysts, Inc. 912,211 900,832 1% 2019-12-31
MACKENZIE FINANCIAL CORP 893,242 246,650 262% 2019-12-31
STATE BANK & TRUST 880,832 900,527 2% 2019-12-31
Connecticut Wealth Management, LLC 879,935 829,935 6% 2019-12-31
Cabot-Wellington, LLC 879,424 786,261 12% 2019-12-31
Center for Financial Planning, Inc. 869,372 0 New Buy 2019-12-31
FOSTER DYKEMA CABOT & CO INC/MA 861,216 796,817 8% 2019-12-31
RPTC Inc. 850,012 841,085 1% 2019-12-31
University of Massachusetts Foundation, Inc. 814,284 0 New Buy 2019-12-31
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 811,074 661,982 23% 2019-12-31
Alaska Permanent Capital Management 775,419 1,176,263 34% 2019-12-31
APCM Wealth Management for Individuals 775,419 0 New Buy 2019-12-31
CAPE COD FIVE CENTS SAVINGS BANK 766,311 767,529 0% 2019-12-31
QS Investors, LLC 759,565 743,038 2% 2019-12-31
MANUFACTURERES LIFE INSURANCE CO 758,312 0 New Buy 2019-12-31
DAN L DUNCAN FOUNDATION 748,146 0 New Buy 2019-12-31
Private Advisor Group, LLC 715,762 719,996 1% 2019-12-31
Parcion Private Wealth LLC 714,405 0 New Buy 2019-12-31
Conservest Capital Advisors, Inc. 697,919 673,970 4% 2019-12-31
Susquehanna International Group, LLP 696,989 99,149 603% 2019-12-31
Equitable Holdings, Inc. 692,112 0 New Buy 2019-12-31
Steward Partners Investment Advisory, LLC 673,171 488,478 38% 2019-12-31
FormulaFolio Investments, LLC 669,621 693,931 4% 2019-12-31
ATRIA INVESTMENTS LLC 647,311 486,718 33% 2019-12-31
CAPITAL ONE, NATIONAL ASSOCIATION 631,990 0 New Buy 2019-12-31
Berman Capital Advisors, LLC 610,194 579,087 5% 2019-12-31
ETRADE Capital Management LLC 602,667 298,303 102% 2019-12-31
Bangor Savings Bank 601,760 582,244 3% 2019-12-31
Independent Advisor Alliance 37,417 37,092 1% 2019-12-31
EATON VANCE MANAGEMENT 580,436 541,498 7% 2019-12-31
Financial Network 562,963 451,267 25% 2019-12-31
BROWN ADVISORY HOLDINGS INC 561,423 560,107 0% 2019-12-31
UNIONBANCAL CORP 551,439 538,412 2% 2019-12-31
INTRUST BANK NA 542,344 543,420 0% 2019-12-31
MAI Wealth Advisors 521,714 454,442 15% 2019-12-31
UMB BANK N A/MO 519,768 482,365 8% 2019-12-31
Texas Capital Bank Wealth Management Services Inc 519,301 0 New Buy 2019-12-31
Premise Capital, LLC 518,663 522,651 1% 2019-12-31
Cresset Asset Management, LLC 516,072 383,714 34% 2019-12-31
Betterment LLC 513,111 508,031 1% 2019-12-31
Crestwood Advisors LLC 510,080 499,149 2% 2019-12-31
AdvicePeriod, LLC 506,666 497,341 2% 2019-12-31
ANDERSON FISHER LLC 501,482 478,432 5% 2019-12-31
WEALTHSOURCE PARTNERS, LLC 501,054 168,053 198% 2019-12-31
Venturi Wealth Management, LLC 500,108 446,994 12% 2019-12-31
Rockefeller Capital Management L.P. 41,142 19,524 111% 2019-12-31
SigFig Wealth Management, LLC 482,798 447,576 8% 2019-12-31
Fulcrum Capital LLC 481,515 458,019 5% 2019-12-31
TRUE Private Wealth Advisors 473,978 365,079 30% 2019-12-31
Financial Engines Advisors L.L.C. 463,479 430,258 8% 2019-12-31
Bremer Bank National Association 463,004 471,148 2% 2019-12-31
SPC Financial, Inc. 462,786 433,799 7% 2019-12-31
Ironsides Asset Advisors, LLC 456,638 456,638 No Change 2019-12-31
BCJ Capital Management, LLC 454,721 305,908 49% 2019-12-31
BANK OF HAWAII 451,773 453,587 0% 2019-12-31
HIGHLAND CAPITAL MANAGEMENT CORP 449,098 441,847 2% 2019-12-31
Northwest Quadrant Wealth Management, LLC 446,728 464,881 4% 2019-12-31
PUTNAM FL INVESTMENT MANAGEMENT CO 438,953 357,920 23% 2019-12-31
AJ WEALTH STRATEGIES, LLC 432,648 445,259 3% 2019-12-31
WHITTIER TRUST CO OF NEVADA INC 431,335 411,340 5% 2019-12-31
Goss Wealth Management LLC 421,328 374,776 12% 2019-12-31
BLAIR WILLIAM & CO/IL 416,436 421,191 1% 2019-12-31
THRIVENT FINANCIAL FOR LUTHERANS 172,325 605,000 72% 2019-12-31
Sage Advisory Services, Ltd.Co. 409,925 409,775 0% 2019-12-31
MCF Advisors LLC 398,137 411,607 3% 2019-12-31
F3Logic, LLC 396,740 358,738 11% 2019-12-31
CITIZENS FINANCIAL GROUP INC/RI 109,747 78,826 39% 2019-12-31
Financial Partners Group, Inc 385,581 366,419 5% 2019-12-31
BINGHAM OSBORN & SCARBOROUGH LLC 378,188 377,556 0% 2019-12-31
AE Wealth Management LLC 370,254 174,593 112% 2019-12-31
RAYMOND JAMES TRUST CO 367,674 438,678 16% 2019-12-31
FIERA SCEPTRE INC. 364,067 196,191 86% 2019-12-31
BRINKER CAPITAL INC 360,565 197,340 83% 2019-12-31
DRW Securities, LLC 355,609 241,070 48% 2019-12-31
LVZ Advisors, Inc. 351,964 341,374 3% 2019-12-31
STERLING INVESTMENT ADVISORS LLC /ADV 348,217 345,702 1% 2019-12-31
BSW Wealth Partners 346,694 343,904 1% 2019-12-31
Pathstone Family Office, LLC 346,525 332,401 4% 2019-12-31
Truepoint, Inc. 343,169 347,437 1% 2019-12-31
Global Retirement Partners, LLC 337,492 299,602 13% 2019-12-31
STATE OF WISCONSIN INVESTMENT BOARD 335,080 515,780 35% 2019-12-31
REGIONS FINANCIAL CORP 332,744 327,019 2% 2019-12-31
Wharton Business Group, LLC 326,237 873,365 63% 2019-12-31
Community Bank, N.A. 325,938 330,809 1% 2019-12-31
Fragasso Group Inc. 324,553 313,615 3% 2019-12-31
Regis Management CO LLC 323,204 329,574 2% 2019-12-31
Syntal Capital Partners, LLC 315,889 391,019 19% 2019-12-31
WAYNE HUMMER ASSET MANAGEMENT CO 313,347 260,802 20% 2019-12-31
Integrated Wealth Concepts LLC 313,208 153,057 105% 2019-12-31
Full Sail Capital, LLC 310,487 274,344 13% 2019-12-31
BDO Wealth Advisors, LLC 305,917 321,429 5% 2019-12-31
MONETA GROUP INVESTMENT ADVISORS INC 302,544 286,213 6% 2019-12-31
Ullmann Financial Group, Inc. 296,482 300,837 1% 2019-12-31
COLONY GROUP LLC 296,200 307,892 4% 2019-12-31
SJA Financial Advisory, LLC 291,824 295,915 1% 2019-12-31
FINANCIAL LIFE ADVISORS 290,045 293,219 1% 2019-12-31
First Allied Advisory Services, Inc. 289,324 292,852 1% 2019-12-31
Riverview Trust Co 288,957 296,834 3% 2019-12-31
LBMC INVESTMENT ADVISORS, LLC 285,109 266,428 7% 2019-12-31
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 284,725 9,950 2,762% 2019-12-31
Parkside Investments, LLC 284,210 271,015 5% 2019-12-31
NORTH AMERICAN MANAGEMENT CORP 281,679 285,944 1% 2019-12-31
PFS INVESTMENTS INC. 280,463 268,245 5% 2019-12-31
FDx Advisors, Inc. 276,783 308,260 10% 2019-12-31
HPM Partners LLC 274,942 260,277 6% 2019-12-31
Ledyard National Bank 274,027 262,663 4% 2019-12-31
CITIGROUP INC 272,849 285,695 4% 2019-12-31
Parallel Advisors, LLC 269,722 277,383 3% 2019-12-31
GREENLEAF TRUST 268,194 49,374 443% 2019-12-31
Brookstone Capital Management 268,183 300,149 11% 2019-12-31
ROOSEVELT INVESTMENT GROUP INC 263,077 258,729 2% 2019-12-31
Bishop & Co Investment Management, LLC 261,025 248,143 5% 2019-12-31
FIRST NATIONAL TRUST CO 259,753 217,519 19% 2019-12-31
Hudson Capital Management LLC 258,115 0 New Buy 2019-12-31
Beacon Pointe Wealth Advisors, LLC 256,038 220,926 16% 2019-12-31
Windham Capital Management, LLC 255,624 6,000 4,160% 2019-12-31
Adventist Health System/ West 250,337 0 New Buy 2019-12-31
Mountain Capital Investment Advisors, Inc 249,376 13,237 1,784% 2019-12-31
Cougar Global Investments Ltd 247,965 253,824 2% 2019-12-31
Modera Wealth Management, LLC 247,757 248,170 0% 2019-12-31
First Financial Bank, N.A. - Trust Division 245,703 244,638 0% 2019-12-31
TWIN FOCUS CAPITAL PARTNERS, LLC 243,525 228,651 7% 2019-12-31
Multi-Financial Securities Corp 242,815 271,694 11% 2019-12-31
WHITTIER TRUST CO 236,704 222,242 7% 2019-12-31
Country Club Trust Company, n.a. 233,651 231,379 1% 2019-12-31
HawsGoodwin Investment Management LLC 232,623 0 New Buy 2019-12-31
Venture Visionary Partners LLC 231,523 0 New Buy 2019-12-31
Strategic Investment Advisors, Inc 231,189 236,947 2% 2019-12-31
FFT WEALTH MANAGEMENT LLC 230,405 224,992 2% 2019-12-31
Lineweaver Wealth Advisors, LLC 229,319 0 New Buy 2019-12-31
Icon Wealth Partners, LLC 225,213 230,535 2% 2019-12-31
Sigma Planning Corp 218,353 202,486 8% 2019-12-31
Ironwood Wealth Management, LLC. 217,924 112,167 94% 2019-12-31
Stratos Wealth Partners, LTD. 217,699 881 24,610% 2019-12-31
Probity Advisors, Inc. 217,545 206,885 5% 2019-12-31
Orion Portfolio Solutions, LLC 216,758 0 New Buy 2019-12-31
Adviser Investments LLC 216,549 222,773 3% 2019-12-31
Rafferty Asset Management, LLC 213,979 232,700 8% 2019-12-31
LPWM LLC 211,407 0 New Buy 2019-12-31
Wela Strategies, LLC 210,872 213,279 1% 2019-12-31
Argent Wealth Management LLC 210,801 0 New Buy 2019-12-31
Edmonds Duncan Registered Investment Advisors, LLC 209,909 205,002 2% 2019-12-31
LWS Wealth Advisors, Inc. 208,785 0 New Buy 2019-12-31
Towercrest Capital Management 205,149 200,535 2% 2019-12-31
COLDSTREAM CAPITAL MANAGEMENT INC 204,629 176,862 16% 2019-12-31
ASPIRIANT, LLC 204,163 203,124 1% 2019-12-31
Pure Financial Advisors, Inc. 203,216 203,225 0% 2019-12-31
CUTLER INVESTMENT COUNSEL LLC 201,126 205,037 2% 2019-12-31
Argent Trust Co 200,439 203,024 1% 2019-12-31
DAVIDSON INVESTMENT ADVISORS 197,280 186,170 6% 2019-12-31
IndexIQ Advisors LLC 196,476 94,154 109% 2019-12-31
CANTOR FITZGERALD INVESTMENT ADVISER L.P. 193,896 195,231 1% 2019-12-31
Merriman Wealth Management, LLC 192,091 200,944 4% 2019-12-31
IEQ CAPITAL, LLC 191,227 0 New Buy 2019-12-31
Capital Advantage, Inc. 187,346 378,559 51% 2019-12-31
National Asset Management, Inc. 187,081 137,769 36% 2019-12-31
Acropolis Investment Management, LLC 186,599 186,216 0% 2019-12-31
MACQUARIE GROUP LTD 185,075 0 New Buy 2019-12-31
Independent Order of Foresters 185,075 185,075 No Change 2019-12-31
WASHINGTON TRUST CO 184,834 130,745 41% 2019-12-31
MEEDER ASSET MANAGEMENT INC 58,023 58,023 No Change 2019-12-31
PAX Financial Group, LLC 181,208 0 New Buy 2019-12-31
Mutual Advisors, LLC 179,449 53,211 237% 2019-12-31
Fort Point Capital Partners, LLC 178,236 178,080 0% 2019-12-31
Opus Capital Group, LLC 177,103 175,759 1% 2019-12-31
LGL PARTNERS, LLC 175,966 164,983 7% 2019-12-31
UNIVERSITY OF CHICAGO 175,371 514,538 66% 2019-12-31
MV Capital Management, Inc. 175,278 172,803 1% 2019-12-31
COMERICA SECURITIES,INC. 174,320 0 New Buy 2019-12-31
ING INVESTMENT MANAGEMENT LLC 172,838 0 New Buy 2019-12-31
GYL FINANCIAL SYNERGIES, LLC 172,741 0 New Buy 2019-12-31
Aurum Wealth Management Group, LLC 172,224 0 New Buy 2019-12-31
Sailer Financial LLC 170,595 0 New Buy 2019-12-31
HERITAGE INVESTORS MANAGEMENT CORP 170,195 170,203 0% 2019-12-31
Stokes Family Office, LLC 169,634 0 New Buy 2019-12-31
LAKE STREET ADVISORS GROUP, LLC 169,516 153,596 10% 2019-12-31
LCNB CORP 169,210 170,892 1% 2019-12-31
Independence Wealth Advisors, Inc. 168,419 160,459 5% 2019-12-31
Stone House Investment Management, LLC 167,574 168,979 1% 2019-12-31
Fundamentun, LLC 167,322 148,690 13% 2019-12-31
SAGE RHINO CAPITAL LLC 165,400 165,414 0% 2019-12-31
SPINNAKER TRUST 164,881 906,200 82% 2019-12-31
Rossmore Private Capital 162,865 170,262 4% 2019-12-31
Fairhaven Wealth Management, LLC 162,845 160,216 2% 2019-12-31
Covenant Multifamily Offices, LLC 159,515 115,612 38% 2019-12-31
Hefren-Tillotson, Inc. 159,023 159,349 0% 2019-12-31
Monument Capital Management 158,218 156,214 1% 2019-12-31
BP WEALTH MANAGEMENT, LLC 157,956 147,012 7% 2019-12-31
Cranbrook Wealth Management, LLC 154,581 152,073 2% 2019-12-31
Guidance Point Advisors, LLC 154,306 148,746 4% 2019-12-31
MA Private Wealth 151,828 117,438 29% 2019-12-31
Sugarloaf Wealth Management, LLC 150,755 0 New Buy 2019-12-31
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 149,048 148,974 0% 2019-12-31
BAILARD, INC. 148,929 148,209 0% 2019-12-31
Montecito Bank & Trust 148,137 104,503 42% 2019-12-31
COMMERCE BANK N A/MO 144,971 142,758 2% 2019-12-31
Argent Advisors, Inc. 143,491 0 New Buy 2019-12-31
GOFEN & GLOSSBERG LLC /IL/ 141,907 143,098 1% 2019-12-31
QUADRANT CAPITAL GROUP LLC 140,092 74,492 88% 2019-12-31
BOYS ARNOLD & CO INC 140,069 134,924 4% 2019-12-31
InterOcean Capital, LLC 138,646 134,290 3% 2019-12-31
Johanson Financial Advisors, Inc. 137,796 0 New Buy 2019-12-31
Regent Peak Wealth Advisors LLC 135,860 0 New Buy 2019-12-31
Investure LLC 134,996 41,475 225% 2019-12-31
Advisory Services Network, LLC 134,857 143,686 6% 2019-12-31
Hanlon Investment Management, Inc. 134,625 112,343 20% 2019-12-31
Williams Jones Wealth Management, LLC. 133,363 147,296 9% 2019-12-31
PACIFIC CAPITAL WEALTH ADVISORS, INC 133,319 0 New Buy 2019-12-31
C-J Advisory, Inc 132,882 114,313 16% 2019-12-31
Brickley Wealth Management 130,977 109,927 19% 2019-12-31
PLANNING ALTERNATIVES LTD /ADV 130,374 121,746 7% 2019-12-31
SIGMA INVESTMENT COUNSELORS INC 129,106 132,114 2% 2019-12-31
PINNACLE FINANCIAL PARTNERS INC 127,334 125,655 1% 2019-12-31
Aprio Wealth Management, LLC 127,224 0 New Buy 2019-12-31
DOHJ, LLC 126,240 0 New Buy 2019-12-31
OLD NATIONAL BANCORP /IN/ 123,646 124,749 1% 2019-12-31
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 122,925 121,137 1% 2019-12-31
Armbruster Capital Management, Inc. 122,780 107,950 14% 2019-12-31
Sharkey, Howes & Javer 122,519 123,949 1% 2019-12-31
Financial Advocates Investment Management 122,048 84,424 45% 2019-12-31
CVA Family Office, LLC 121,954 0 New Buy 2019-12-31
Harbour Capital Advisors, LLC 121,912 108,947 12% 2019-12-31
Smith & Howard Wealth Management, LLC 121,614 110,684 10% 2019-12-31
Impax Asset Management Group plc 120,459 213,582 44% 2019-12-31
55I, LLC 51,127 0 New Buy 2019-12-31
WEBSTER BANK, N. A. 118,521 120,130 1% 2019-12-31
Blue Chip Partners, Inc. 118,100 104,785 13% 2019-12-31
Ferris Capital, LLC 116,957 110,878 5% 2019-12-31
Summit X, LLC 116,441 123,885 6% 2019-12-31
Cetera Investment Advisers 115,863 114,854 1% 2019-12-31
Burns Wealth Management, Inc. 114,085 59,174 93% 2019-12-31
CONDOR CAPITAL MANAGEMENT 113,313 109,881 3% 2019-12-31
Tortoise Investment Management, LLC 112,662 110,653 2% 2019-12-31
JUMP TRADING, LLC 112,500 0 New Buy 2019-12-31
Crescent Grove Advisors, LLC 111,747 109,559 2% 2019-12-31
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110,391 76,714 44% 2019-12-31
NewFocus Financial Group, LLC 109,294 37,400 192% 2019-12-31
Karp Capital Management Corp 108,758 96,425 13% 2019-12-31
Asset Dedication, LLC 108,131 96,500 12% 2019-12-31
Omnia Family Wealth, LLC 107,557 24,207 344% 2019-12-31
TEXAS CAPITAL BANCSHARES INC/TX 107,473 95,929 12% 2019-12-31
Day & Ennis, LLC 107,022 102,644 4% 2019-12-31
FAMILY CAPITAL TRUST CO., NA 107,018 108,465 1% 2019-12-31
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 107,001 97,696 10% 2019-12-31
WealthStone, Inc. 105,617 105,617 No Change 2019-12-31
PROEQUITIES, INC. 105,548 58,269 81% 2019-12-31
Lowe fs, LLC 105,227 102,567 3% 2019-12-31
Sawtooth Asset Management, Inc. 104,851 58,817 78% 2019-12-31
NATIXIS 104,780 102,293 2% 2019-12-31
HARRELL INVESTMENT PARTNERS, LLC 103,694 0 New Buy 2019-12-31
Colonial Asset Management, Inc. 103,678 114,432 9% 2019-12-31
Valeo Financial Advisors, LLC 103,159 90,465 14% 2019-12-31
Riggs Asset Managment Co. Inc. 102,403 0 New Buy 2019-12-31
TOMPKINS FINANCIAL CORP 102,357 102,357 No Change 2019-12-31
State of Tennessee, Treasury Department 102,000 102,000 No Change 2019-12-31
Cypress Wealth Services, LLC 101,648 57,575 77% 2019-12-31
Titus Wealth Management 100,913 99,875 1% 2019-12-31
Asset Planning Services, Ltd. 100,812 94,453 7% 2019-12-31
Emerson Wealth Management, LLC 100,663 100,716 0% 2019-12-31
Allen Investment Management LLC 100,606 100,606 No Change 2019-12-31
FINANCIAL COUNSELORS INC 100,201 98,402 2% 2019-12-31
GLENMEDE TRUST CO NA 99,156 15,504 540% 2019-12-31
Pasadena Private Wealth, LLC 98,903 0 New Buy 2019-12-31
Shoker Investment Counsel, Inc. 98,445 89,583 10% 2019-12-31
FARR MILLER & WASHINGTON LLC/DC 96,944 93,141 4% 2019-12-31
Beacon Pointe Advisors, LLC 96,667 74,632 30% 2019-12-31
Drexel Morgan & Co. 94,607 94,612 0% 2019-12-31
Baltimore-Washington Financial Advisors, Inc. 93,632 89,985 4% 2019-12-31
SILVERCREST ASSET MANAGEMENT GROUP LLC 93,370 92,177 1% 2019-12-31
LAZARD ASSET MANAGEMENT LLC 92,767 44,315 109% 2019-12-31
Pensionmark Financial Group, LLC 92,526 37,133 149% 2019-12-31
IFP Advisors, Inc 92,208 121,865 24% 2019-12-31
RFG Advisory Group, LLC 91,538 96,757 5% 2019-12-31
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 91,064 61,858 47% 2019-12-31
PRICE T ROWE ASSOCIATES INC /MD/ 90,869 83,277 9% 2019-12-31
EVERGREEN CAPITAL MANAGEMENT LLC 90,561 96,264 6% 2019-12-31
Parsec Financial Management, Inc. 90,544 87,616 3% 2019-12-31
DAVENPORT & CO LLC 89,766 76,025 18% 2019-12-31
Baystate Wealth Management LLC 89,104 98,832 10% 2019-12-31
Avondale Wealth Management 88,645 80,989 9% 2019-12-31
LifePlan Financial Group, Inc 88,610 88,684 0% 2019-12-31
CONNING Asset Management Co. 87,380 75,125 16% 2019-12-31
Element Wealth, LLC 87,077 0 New Buy 2019-12-31
Archetype Wealth Partners, LLC 85,804 85,311 1% 2019-12-31
VIRIDIAN RIA, LLC 85,772 83,215 3% 2019-12-31
Hartland & Co., LLC 85,532 86,567 1% 2019-12-31
Maltin Wealth Management, Inc. 84,444 0 New Buy 2019-12-31
Coconut Grove Bank 83,817 81,796 2% 2019-12-31
IHT Wealth Management, LLC 83,712 75,169 11% 2019-12-31
Strategic Wealth Advisors Group,Inc. 83,656 80,431 4% 2019-12-31
Windsor Group LTD 83,621 0 New Buy 2019-12-31
BCS Wealth Management 83,215 0 New Buy 2019-12-31
Next Capital Management LLC 83,140 113,463 27% 2019-12-31
Busey Trust CO 83,128 82,325 1% 2019-12-31
AdvisorNet Financial, Inc 82,463 99,419 17% 2019-12-31
Endurance Wealth Management, Inc. 82,290 82,290 No Change 2019-12-31
Patton Albertson & Miller, LLC 81,579 81,706 0% 2019-12-31
Global Wealth Management Investment Advisory, Inc. 81,292 77,275 5% 2019-12-31
Bogart Wealth, LLC 80,335 2,862 2,707% 2019-12-31
LINCOLN NATIONAL CORP 80,041 72,394 11% 2019-12-31
Lee Financial CORP 78,849 79,036 0% 2019-12-31
Copperleaf Capital, LLC 78,250 0 New Buy 2019-12-31
Gladstone Institutional Advisory LLC 76,553 72,096 6% 2019-12-31
Gerber Kawasaki Wealth & Investment Management 75,977 76,865 1% 2019-12-31
BKD Wealth Advisors, LLC 75,453 70,263 7% 2019-12-31
MIRSKY FINANCIAL MANAGEMENT CORP. 74,940 68,448 9% 2019-12-31
Peak Financial Management, Inc. 74,607 74,187 1% 2019-12-31
Single Point Partners, LLC 74,578 0 New Buy 2019-12-31
Cornerstone Advisory, LLP 74,390 72,712 2% 2019-12-31
DAVIDSON D A & CO 74,213 70,752 5% 2019-12-31
Clearshares LLC 73,807 73,807 No Change 2019-12-31
FIRST TRUST ADVISORS LP 73,622 47,246 56% 2019-12-31
CCG WEALTH MANAGEMENT, LLC 73,612 59,775 23% 2019-12-31
Johnson Financial Group, Inc. 73,104 59,677 22% 2019-12-31
Wealth Architects, LLC 72,989 71,164 3% 2019-12-31
RPG Investment Advisory, LLC 72,803 69,874 4% 2019-12-31
Calamos Wealth Management LLC 72,386 73,237 1% 2019-12-31
Allianz Asset Management AG 69,907 77,440 10% 2019-12-31
Main Management LLC 69,884 69,179 1% 2019-12-31
CIM INVESTMENT MANGEMENT INC 69,835 69,835 No Change 2019-12-31
Legacy Wealth Partners, Inc. 69,826 0 New Buy 2019-12-31
PEOPLES BANK NATIONAL ASSOCIATION 69,217 51,733 34% 2019-12-31
Resonant Capital Advisors, LLC 68,872 0 New Buy 2019-12-31
Royal Harbor Partners, LLC 68,349 0 New Buy 2019-12-31
Concorde Asset Management, LLC 0 64,854 Sold Out 2019-12-31
Emerald Investment Partners, LLC 67,565 67,418 0% 2019-12-31
Soltis Investment Advisors LLC 67,173 0 New Buy 2019-12-31
Chicago Wealth Management, Inc. 66,756 0 New Buy 2019-12-31
Mackey Komara & Dankovich, LLC 66,719 8,556 680% 2019-12-31
NewDay Solutions, LLC 66,610 87,965 24% 2019-12-31
Petix & Botte Co 66,435 0 New Buy 2019-12-31
AMERICAN CENTURY COMPANIES INC 66,200 70,500 6% 2019-12-31
CABOT MONEY MANAGEMENT INC 66,175 66,708 1% 2019-12-31
FRONT BARNETT ASSOCIATES LLC 65,165 64,065 2% 2019-12-31
Integrated Advisors Network LLC 65,156 0 New Buy 2019-12-31
Beacon Harbor Wealth Advisors, Inc. 63,920 61,978 3% 2019-12-31
MERCER GLOBAL ADVISORS INC /ADV 63,424 3,881 1,534% 2019-12-31
TRUEWEALTH LLC 62,634 61,955 1% 2019-12-31
TRUST CO OF VIRGINIA /VA 62,004 59,634 4% 2019-12-31
Cornerstone Wealth Management, LLC 61,437 61,097 1% 2019-12-31
BOSTON RESEARCH & MANAGEMENT INC 61,342 56,019 10% 2019-12-31
ASSOCIATED BANC-CORP 60,668 6,285 865% 2019-12-31
MASON STREET ADVISORS LLC 60,600 0 New Buy 2019-12-31
CIBC World Markets Inc. 60,030 35,618 69% 2019-12-31
Private Wealth Advisors, Inc. 59,952 57,318 5% 2019-12-31
LIBERTY WEALTH MANAGEMENT LLC 58,938 32,527 81% 2019-12-31
Marietta Wealth Management, LLC 58,837 58,365 1% 2019-12-31
Baldrige Asset Management LLC 58,636 59,446 1% 2019-12-31
DeGreen Capital Management LLC 58,315 51,178 14% 2019-12-31
Kerntke Otto McGlone Wealth Management Group 57,736 0 New Buy 2019-12-31
NEXT Financial Group, Inc 0 48,144 Sold Out 2019-12-31
Outlook Wealth Advisors, LLC 56,687 30,983 83% 2019-12-31
Columbia Trust Co 01012016 6,379 0 New Buy 2019-12-31
Choate Investment Advisors 55,878 122,234 54% 2019-12-31
Capital Financial Planning, LLC 54,955 54,884 0% 2019-12-31
PARTNERS CAPITAL INVESTMENT GROUP, LLP 54,468 53,740 1% 2019-12-31
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 54,436 55,196 1% 2019-12-31
J.W. COLE ADVISORS, INC. 54,202 0 New Buy 2019-12-31
Heritage Trust Co 54,076 54,717 1% 2019-12-31
HANCOCK HOLDING CO 53,743 53,818 0% 2019-12-31
Keudell/Morrison Wealth Management 53,289 5,135 938% 2019-12-31
180 WEALTH ADVISORS, LLC 53,006 54,576 3% 2019-12-31
Paracle Advisors, LLC 52,797 52,801 0% 2019-12-31
Koshinski Asset Management, Inc. 52,748 0 New Buy 2019-12-31
CLEAR INVESTMENT RESEARCH, LLC 52,232 53,388 2% 2019-12-31
WAGNER CAPITAL MANAGEMENT CORP 51,566 49,890 3% 2019-12-31
Mount Yale Investment Advisors, LLC 51,183 43,444 18% 2019-12-31
Providence Capital Advisors, LLC 51,149 51,483 1% 2019-12-31
KANAWHA CAPITAL MANAGEMENT LLC 50,475 50,200 1% 2019-12-31
Good Life Advisors, LLC 50,292 47,347 6% 2019-12-31
Hubbell Strickland Wealth Management, LLC 50,274 50,122 0% 2019-12-31
RVW Wealth, LLC 50,139 50,621 1% 2019-12-31
Private Advisory Group LLC 49,955 71,551 30% 2019-12-31
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 49,955 17,153 191% 2019-12-31
Regal Investment Advisors, LLC 49,500 40,829 21% 2019-12-31
BESSEMER GROUP INC 49,222 42,793 15% 2019-12-31
BEACON FINANCIAL GROUP 49,043 47,638 3% 2019-12-31
Financial Advisory Service, Inc. 48,853 48,166 1% 2019-12-31
Aspen Investment Management Inc 48,369 46,248 5% 2019-12-31
Glenview Trust Co 48,221 49,890 3% 2019-12-31
Beirne Wealth Consulting Services, LLC 48,082 34,544 39% 2019-12-31
Legacy Financial Advisors, Inc. 47,643 21,881 118% 2019-12-31
FURE FINANCIAL CORP 46,885 0 New Buy 2019-12-31
CHESLEY TAFT & ASSOCIATES LLC/IL 46,425 45,625 2% 2019-12-31
BENJAMIN F. EDWARDS & COMPANY, INC. 46,174 9,325 395% 2019-12-31
Savant Capital Management Inc 45,728 45,502 0% 2019-12-31
PENINSULA ASSET MANAGEMENT INC 45,274 46,494 3% 2019-12-31
Columbus Macro, LLC 45,174 0 New Buy 2019-12-31
BAHL & GAYNOR INC 45,173 44,703 1% 2019-12-31
MOODY NATIONAL BANK TRUST DIVISION 45,130 44,691 1% 2019-12-31
BlueSky Wealth Advisors, LLC 44,915 45,728 2% 2019-12-31
RIVERSEDGE ADVISORS, LLC 44,659 0 New Buy 2019-12-31
Yale Capital CORP 44,287 41,802 6% 2019-12-31
Vestmark Advisory Solutions, Inc. 44,143 43,957 0% 2019-12-31
Jackson Hole Capital Partners, LLC 44,142 40,348 9% 2019-12-31
Bay Harbor Wealth Management, LLC 44,089 33,207 33% 2019-12-31
Smith, Salley & Associates 7,482 4,650 61% 2019-12-31
TL Private Wealth 43,533 0 New Buy 2019-12-31
Kovack Advisors, Inc. 43,166 34,588 25% 2019-12-31
BerganKDV Wealth Management, LLC 42,377 41,087 3% 2019-12-31
Atlantic Trust Group, LLC 41,769 44,239 6% 2019-12-31
SMITH SHELLNUT WILSON LLC /ADV 41,028 40,042 2% 2019-12-31
FLC Capital Advisors 40,975 39,820 3% 2019-12-31
PagnatoKarp Partners LLC 40,642 41,161 1% 2019-12-31
Rainwater Charitable Foundation 40,399 16,201 149% 2019-12-31
Procyon Private Wealth Partners, LLC 40,333 0 New Buy 2019-12-31
Mattern Wealth Management LLC 40,009 0 New Buy 2019-12-31
Fund Evaluation Group, LLC 39,964 0 New Buy 2019-12-31
HARBOR INVESTMENT ADVISORY, LLC 39,496 0 New Buy 2019-12-31
Global Financial Private Capital, LLC 39,015 39,865 2% 2019-12-31
Fiduciary Group LLC 38,772 0 New Buy 2019-12-31
TWO SIGMA SECURITIES, LLC 38,725 12,124 219% 2019-12-31
Fisher Asset Management, LLC(Kenneth L. Fisher) 38,626 33,001 17% 2019-12-31
AXA 38,388 539,533 93% 2019-12-31
BLB&B Advisors, LLC 38,140 36,800 4% 2019-12-31
Squarepoint Ops LLC 37,944 0 New Buy 2019-12-31
Tillar-Wenstrup Advisors, LLC 37,875 0 New Buy 2019-12-31
TIEDEMANN WEALTH MANAGEMENT, LLC 37,793 44,899 16% 2019-12-31
LAU ASSOCIATES LLC 36,950 36,950 No Change 2019-12-31
Milestone Group, Inc. 35,873 36,159 1% 2019-12-31
Portland Global Advisors LLC 35,701 23,298 53% 2019-12-31
Jaffetilchin Investment Partners, LLC 34,741 38,146 9% 2019-12-31
QUEST CAPITAL MANAGEMENT INC /ADV 34,472 41,349 17% 2019-12-31
People's United Financial, Inc. 34,153 30,698 11% 2019-12-31
Fusion Family Wealth LLC 33,917 28,226 20% 2019-12-31
Ariel Capital Advisors, LLC 32,965 32,645 1% 2019-12-31
Gresham Partners, LLC 32,934 32,934 No Change 2019-12-31
Patten Group, Inc. 32,917 33,893 3% 2019-12-31
CORBETT ROAD CAPITAL MANAGEMENT, LLC 32,898 0 New Buy 2019-12-31
PFG Advisors 32,568 29,004 12% 2019-12-31
Pinnacle Advisory Group, Inc. 32,107 32,655 2% 2019-12-31
WAYNE HUMMER INVESTMENTS L.L.C. 32,042 37,139 14% 2019-12-31
MATHER GROUP, INC. 31,960 27,553 16% 2019-12-31
Personal Wealth Partners 31,781 36,676 13% 2019-12-31
North Star Investment Management Corp. 31,771 33,161 4% 2019-12-31
PHILLIPS FINANCIAL MANAGEMENT, LLC 31,617 31,876 1% 2019-12-31
First Citizens Financial Corp 31,525 0 New Buy 2019-12-31
HBK Sorce Advisory LLC 31,296 32,208 3% 2019-12-31
THOROUGHBRED FINANCIAL SERVICES, LLC 31,069 29,161 7% 2019-12-31
Parisi Gray Wealth Management 31,054 26,173 19% 2019-12-31
KDI CAPITAL PARTNERS LLC 30,845 37,601 18% 2019-12-31
LEVEL FOUR ADVISORY SERVICES, LLC 30,803 22,027 40% 2019-12-31
Diversified Trust Co 30,701 30,817 0% 2019-12-31
FinTrust Capital Advisors, LLC 30,664 18,290 68% 2019-12-31
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 30,530 29,880 2% 2019-12-31
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 30,444 30,115 1% 2019-12-31
Stratos Wealth Advisors, LLC 30,044 22,876 31% 2019-12-31
Red Door Wealth Management, LLC 30,043 0 New Buy 2019-12-31
SYNOVUS FINANCIAL CORP 30,032 32,112 6% 2019-12-31
King Wealth Management Group, LLC 29,612 23,858 24% 2019-12-31
Capital Investment Advisors, LLC 29,300 29,398 0% 2019-12-31
Veritable, L.P. 29,290 27,390 7% 2019-12-31
Pembroke Management, LTD 29,112 21,217 37% 2019-12-31
McCutchen Group LLC 29,054 28,908 1% 2019-12-31
Dynamic Advisors Solutions LLC 28,519 16,170 76% 2019-12-31
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 28,361 213,415 87% 2019-12-31
ROPES WEALTH ADVISORS LLC 28,220 0 New Buy 2019-12-31
CARY STREET PARTNER INVESTMENT ADVISORY LLC 28,219 0 New Buy 2019-12-31
Global Trust Asset Management, LLC 28,026 28,139 0% 2019-12-31
Perennial Investment Advisors, LLC 28,002 0 New Buy 2019-12-31
Aveo Capital Partners, LLC 27,862 27,935 0% 2019-12-31
Insight Wealth Strategies, LLC 27,859 22,074 26% 2019-12-31
CAHABA WEALTH MANAGEMENT, INC. 27,842 27,685 1% 2019-12-31
Evanson Asset Management, LLC 27,794 27,794 No Change 2019-12-31
PrairieView Partners, LLC 27,654 28,895 4% 2019-12-31
Private Portfolio Partners LLC 27,600 26,389 5% 2019-12-31
KWMG, LLC 27,569 24,074 15% 2019-12-31
Sound View Wealth Advisors Group, LLC 27,452 24,482 12% 2019-12-31
Silverleafe Capital Partners, LLC 27,433 0 New Buy 2019-12-31
BROWN BROTHERS HARRIMAN & CO 27,254 27,262 0% 2019-12-31
Prospera Financial Services 27,058 27,061 0% 2019-12-31
Cascadia Advisory Services, LLC 26,884 0 New Buy 2019-12-31
INVESTMENT PARTNERS LTD /OH/ /ADV 26,883 25,382 6% 2019-12-31
CREDIT SUISSE/ 26,687 29,416 9% 2019-12-31
Verdence Capital Advisors LLC 13,958 0 New Buy 2019-12-31
Princeton Portfolio Strategies Group LLC 26,524 0 New Buy 2019-12-31
MANAGED ACCOUNT SERVICES INC 25,975 22,938 13% 2019-12-31
Lido Advisors, LLC 25,947 8,990 189% 2019-12-31
GeoWealth Management, LLC 25,482 6,174 313% 2019-12-31
FIRST UNITED BANK TRUST/ 25,472 22,216 15% 2019-12-31
Evercore Wealth Management, LLC 25,460 24,610 3% 2019-12-31
Dorsey & Whitney Trust CO LLC 25,371 15,469 64% 2019-12-31
Warren Averett Asset Management, LLC 25,366 26,042 3% 2019-12-31
FIDUCIARY TRUST CO 25,220 21,977 15% 2019-12-31
Carroll Financial Associates, Inc. 25,059 25,869 3% 2019-12-31
HILLTOP WEALTH ADVISORS, LLC 24,902 0 New Buy 2019-12-31
HC FINANCIAL ADVISORS INC 24,697 25,512 3% 2019-12-31
SevenBridge Financial Group, LLC 24,501 20,536 19% 2019-12-31
Merit Financial Group, LLC 24,424 11,450 113% 2019-12-31
Vivaldi Capital Management, LLC 24,374 23,774 3% 2019-12-31
GREAT VALLEY ADVISOR GROUP, INC. 24,208 21,833 11% 2019-12-31
TRANSCEND WEALTH COLLECTIVE, LLC 23,962 0 New Buy 2019-12-31
HRT FINANCIAL LLC 23,879 19,730 21% 2019-12-31
Sequoia Financial Advisors, LLC 23,851 5,670 321% 2019-12-31
JOHNSON INVESTMENT COUNSEL INC 23,828 21,557 11% 2019-12-31
Sound Financial Strategies Group, LLC 23,820 0 New Buy 2019-12-31
Brand Asset Management Group, Inc. 23,782 23,390 2% 2019-12-31
BLUESTEIN R H & CO 23,466 14,526 62% 2019-12-31
HALLMARK CAPITAL MANAGEMENT INC 23,265 24,584 5% 2019-12-31
Vestcor Investment Management Corp 23,200 0 New Buy 2019-12-31
INSIGHT 2811, INC. 23,066 23,993 4% 2019-12-31
Laidlaw Wealth Management LLC 23,051 0 New Buy 2019-12-31
Western Wealth Management, LLC 23,042 34,635 33% 2019-12-31
DEUTSCHE BANK AG 22,848 22,443 2% 2019-12-31
Bigelow Investment Advisors, LLC 22,733 22,641 0% 2019-12-31
Kynikos Associates LP 22,579 71,753 69% 2019-12-31
JFS WEALTH ADVISORS, LLC 22,262 18,403 21% 2019-12-31
ENTERPRISE FINANCIAL SERVICES CORP 22,143 21,742 2% 2019-12-31
Strategic Financial Group, LLC 21,933 22,369 2% 2019-12-31
Virtu Financial LLC 21,914 37,265 41% 2019-12-31
Godshalk Welsh Capital Management, Inc. 21,875 17,700 24% 2019-12-31
Patriot Financial Group Insurance Agency, LLC 21,778 21,618 1% 2019-12-31
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 21,649 22,885 5% 2019-12-31
Kathmere Capital Management, LLC 21,551 0 New Buy 2019-12-31
BRONFMAN E.L. ROTHSCHILD, L.P. 21,454 24,957 14% 2019-12-31
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 21,013 19,187 10% 2019-12-31
Capital Advisors, Ltd. LLC 20,677 21,696 5% 2019-12-31
ZACKS INVESTMENT MANAGEMENT 20,397 26,140 22% 2019-12-31
ETF Portfolio Partners, Inc. 20,292 20,455 1% 2019-12-31
Comprehensive Portfolio Management, LLC 20,254 19,201 5% 2019-12-31
Lavaca Capital LLC 20,237 11,227 80% 2019-12-31
Csenge Advisory Group 20,111 21,285 6% 2019-12-31
Arvest Trust Co 19,976 18,360 9% 2019-12-31
Keystone Financial Group 19,939 5,827 242% 2019-12-31
OPPENHEIMER & CO INC 19,905 16,480 21% 2019-12-31
Advisory Resource Group 19,869 22,952 13% 2019-12-31
Homrich & Berg 19,789 28,318 30% 2019-12-31
NISA INVESTMENT ADVISORS L L C 19,520 8,100 141% 2019-12-31
HOWE & RUSLING INC 19,419 20,188 4% 2019-12-31
Omega Financial Group, LLC 19,248 18,990 1% 2019-12-31
V Wealth Management,LLC 0 17,928 Sold Out 2019-12-31
W.G. Shaheen & Associates DBA Whitney & Co 18,980 18,126 5% 2019-12-31
Gibson Capital Management, Ltd. 18,532 18,532 No Change 2019-12-31
TIEMANN INVESTMENT ADVISORS, LLC 18,374 17,114 7% 2019-12-31
St. Louis Trust Co 18,360 18,322 0% 2019-12-31
Beacon Financial Advisory LLC 18,192 0 New Buy 2019-12-31
Private Wealth Advisors, LLC 18,126 18,274 1% 2019-12-31
QUANTUM CAPITAL MANAGEMENT 18,099 18,099 No Change 2019-12-31
Aviance Capital Partners, LLC 17,817 5,345 233% 2019-12-31
ROCKLAND TRUST CO 17,746 19,114 7% 2019-12-31
Lenox Wealth Advisors, Inc. 17,715 17,484 1% 2019-12-31
Courage Miller Partners, LLC 17,522 17,306 1% 2019-12-31
Chevy Chase Trust Holdings, Inc. 1,431 0 New Buy 2019-12-31
WSFS CAPITAL MANAGEMENT, LLC 17,348 15,518 12% 2019-12-31
Pathway Financial Advisors LLC 17,259 17,521 1% 2019-12-31
Roble, Belko & Company, Inc 17,242 17,242 No Change 2019-12-31
DIVERGENT WEALTH ADVISORS, LLC 17,175 23,609 27% 2019-12-31
Ford Financial Group, Inc. 16,489 16,129 2% 2019-12-31
Polaris Wealth Advisers, LLC 16,295 10,683 53% 2019-12-31
STATE STREET CORP 16,147 14,607 11% 2019-12-31
Relative Value Partners Group, LLC 16,047 0 New Buy 2019-12-31
Capital Bank & Trust Co 15,846 0 New Buy 2019-12-31
WEDBUSH MORGAN SECURITIES INC 15,766 14,228 11% 2019-12-31
OmniStar Financial Group, Inc. 15,678 14,296 10% 2019-12-31
Quad-Cities Investment Group, LLC 0 440 Sold Out 2019-12-31
Tower Research Capital LLC 15,504 142,521 89% 2019-12-31
Actinver Wealth Management, Inc. 0 10,148 Sold Out 2019-12-31
Capital Square, LLC 15,389 0 New Buy 2019-12-31
Intellectus Partners, LLC 14,915 12,424 20% 2019-12-31
Haverford Financial Services, Inc. 14,910 14,910 No Change 2019-12-31
SOL Capital Management CO 14,843 13,483 10% 2019-12-31
Cedar Brook Financial Partners, LLC 14,746 6,661 121% 2019-12-31
Gibraltar Capital Management, Inc. 14,661 5,377 173% 2019-12-31
ELEMENT POINTE ADVISORS, LLC 14,570 9,940 47% 2019-12-31
Van Hulzen Asset Management, LLC 14,373 0 New Buy 2019-12-31
Essex Savings Bank 14,295 15,843 10% 2019-12-31
Partnervest Advisory Services LLC 14,276 15,155 6% 2019-12-31
Financial Strategy Network, LLC 14,247 14,191 0% 2019-12-31
Lakeview Capital Partners, LLC 14,206 3,729 281% 2019-12-31
Private Capital Group, LLC 14,179 19,228 26% 2019-12-31
First Heartland Consultants, Inc. 14,068 10,898 29% 2019-12-31
BRADLEY FOSTER & SARGENT INC/CT 14,057 0 New Buy 2019-12-31
ARLINGTON PARTNERS LLC 13,904 13,904 No Change 2019-12-31
BANK OF NOVA SCOTIA / 13,879 15,669 11% 2019-12-31
Cordasco Financial Network 13,878 13,451 3% 2019-12-31
Horan Securities, Inc. 13,875 13,851 0% 2019-12-31
Gryphon Financial Partners LLC 13,724 7,779 76% 2019-12-31
Visionary Wealth Advisors 13,606 0 New Buy 2019-12-31
Blue Fin Capital, Inc. 13,460 14,529 7% 2019-12-31
OPPENHEIMER ASSET MANAGEMENT INC 13,370 13,951 4% 2019-12-31
First Command Bank 13,352 9,049 48% 2019-12-31
First Command Financial Services, Inc. 13,352 9,049 48% 2019-12-31
Ellis Investment Partners, LLC 13,331 16,111 17% 2019-12-31
Twele Capital Management, Inc. 13,047 8,825 48% 2019-12-31
CENTAURUS FINANCIAL, INC. 13,043 13,117 1% 2019-12-31
ROBERTS GLORE & CO INC /IL/ 12,744 4,272 198% 2019-12-31
Cooper Financial Group 12,711 12,663 0% 2019-12-31
Huber Financial Advisors, LLC 12,656 12,582 1% 2019-12-31
MARINO, STRAM & ASSOCIATES LLC 12,537 12,338 2% 2019-12-31
HUNTINGTON NATIONAL BANK 12,254 14,533 16% 2019-12-31
Patriot Investment Management Inc. 12,080 11,371 6% 2019-12-31
Mosaic Family Wealth, LLC 11,910 11,904 0% 2019-12-31
Aspire Private Capital, LLC 11,900 11,645 2% 2019-12-31
Independence Bank of Kentucky 11,775 11,455 3% 2019-12-31
CYPRESS CAPITAL MANAGEMENT LLC 11,685 9,489 23% 2019-12-31
Efficient Advisors, LLC 11,641 11,770 1% 2019-12-31
Sepio Capital, LLC 11,496 59,769 81% 2019-12-31
HARDESTY CAPITAL MANAGEMENT CORP 11,304 10,834 4% 2019-12-31
SADOFF INVESTMENT MANAGEMENT LLC 11,280 0 New Buy 2019-12-31
Bernardo Wealth Planning LLC 11,247 6,743 67% 2019-12-31
BAINCO INTERNATIONAL INVESTORS 11,220 11,355 1% 2019-12-31
Massey, Quick & Co., LLC 11,094 743 1,393% 2019-12-31
Kovitz Investment Group Partners, LLC 11,043 10,229 8% 2019-12-31
SIGNATUREFD, LLC 10,868 12,561 13% 2019-12-31
Empirical Financial Services, LLC 10,642 8,245 29% 2019-12-31
Alliance Wealth Management Group 10,620 10,625 0% 2019-12-31
DOWLING & YAHNKE INC 10,457 10,457 No Change 2019-12-31
CULLEN FROST BANKERS INC 10,439 9,529 10% 2019-12-31
PARSONS CAPITAL MANAGEMENT INC/RI 10,426 10,330 1% 2019-12-31
Strategic Investment Advisors / MI 10,394 9,114 14% 2019-12-31
We Are One Seven, LLC 10,311 8,655 19% 2019-12-31
Wealthcare Advisory Partners LLC 10,306 5,394 91% 2019-12-31
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 10,151 9,428 8% 2019-12-31
IFG Advisory, LLC 10,128 9,493 7% 2019-12-31
Roundview Capital LLC 10,126 0 New Buy 2019-12-31
PEAPACK GLADSTONE FINANCIAL CORP 2,720 13,186 79% 2019-12-31
Belpointe Asset Management LLC 9,542 0 New Buy 2019-12-31
Corient Capital Partners, LLC 2,671 2,671 No Change 2019-12-31
Valmark Advisers, Inc. 9,540 8,725 9% 2019-12-31
LifeSteps Financial, Inc. 9,487 0 New Buy 2019-12-31
Donald L. Hagan, LLC 9,385 9,567 2% 2019-12-31
O'Dell Group, LLC 9,379 9,195 2% 2019-12-31
GOULD ASSET MANAGEMENT LLC /CA/ 9,333 8,085 15% 2019-12-31
Brouwer & Janachowski, LLC 9,314 10,872 14% 2019-12-31
Larson Financial Group LLC 9,215 9,865 7% 2019-12-31
SMITH CAPITAL MANAGEMENT INC /AR/ADV 9,203 6,542 41% 2019-12-31
Emerald Advisors, LLC 9,083 0 New Buy 2019-12-31
Laurel Wealth Advisors LLC 8,956 7,690 16% 2019-12-31
ANCHOR CAPITAL ADVISORS INC 8,767 9,430 7% 2019-12-31
GenTrust, LLC 8,702 8,683 0% 2019-12-31
JGP Wealth Management, LLC 8,701 7,601 14% 2019-12-31
Lantz Financial LLC 8,688 0 New Buy 2019-12-31
Altus Wealth Management, LLC 8,670 0 New Buy 2019-12-31
TRUEFG, LLC 8,669 0 New Buy 2019-12-31
Nikulski Financial, Inc. 8,642 9,462 9% 2019-12-31
Arete Wealth Advisors, LLC 8,633 8,204 5% 2019-12-31
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 8,592 7,801 10% 2019-12-31
LOGAN CAPITAL MANAGEMENT INC 8,537 6,911 24% 2019-12-31
Secure Asset Management, LLC 8,514 0 New Buy 2019-12-31
One Capital Management, LLC 8,478 8,478 No Change 2019-12-31
Strategic Wealth Partners, Ltd. 0 60 Sold Out 2019-12-31
Rock Creek Group, LP 8,383 8,383 No Change 2019-12-31
NORTHWEST WEALTH MANAGEMENT, LLC 8,306 8,144 2% 2019-12-31
HUNTINGTON ASSET ADVISORS, INC. 8,305 0 New Buy 2019-12-31
McNamara Financial Services, Inc. 8,299 8,341 1% 2019-12-31
Black Diamond Financial, LLC 8,166 7,060 16% 2019-12-31
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 8,109 7,079 15% 2019-12-31
Tranquility Partners, LLC 8,107 8,804 8% 2019-12-31
Meridian Wealth Management, LLC 8,022 7,892 2% 2019-12-31
LAKE STREET FINANCIAL LLC 8,005 7,260 10% 2019-12-31
Sunburst Financial Group, LLC 7,962 0 New Buy 2019-12-31
STALEY CAPITAL ADVISERS INC 7,919 0 New Buy 2019-12-31
Certified Advisory Corp 7,903 7,244 9% 2019-12-31
Legacy Wealth Planning, LLC 7,899 0 New Buy 2019-12-31
Capital Investment Advisory Services, LLC 7,845 6,421 22% 2019-12-31
STRATEGY ASSET MANAGERS LLC 7,751 0 New Buy 2019-12-31
LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC 7,643 8,703 12% 2019-12-31
FineMark National Bank & Trust 7,641 0 New Buy 2019-12-31
FIRST NATIONAL CORP /MA/ /ADV 7,609 6,984 9% 2019-12-31
PBMares Wealth Management LLC 7,505 0 New Buy 2019-12-31
ABSOLUTE INVESTMENT MANAGEMENT LLC 7,442 4,903 52% 2019-12-31
Savior LLC 7,406 0 New Buy 2019-12-31
BANK OF THE WEST 7,169 7,169 No Change 2019-12-31
NWAM LLC 7,131 6,875 4% 2019-12-31
ProVise Management Group, LLC 7,038 7,038 No Change 2019-12-31
TSFG, LLC 6,989 0 New Buy 2019-12-31
PRINCIPAL FINANCIAL GROUP INC 6,982 7,339 5% 2019-12-31
CAMBRIDGE TRUST CO 6,968 5,653 23% 2019-12-31
Schneider Downs Wealth Management Advisors, LP 6,934 7,041 2% 2019-12-31
Gradient Capital Advisors, LLC 6,894 6,891 0% 2019-12-31
Wade Financial Advisory, Inc 6,825 0 New Buy 2019-12-31
BOSTON FAMILY OFFICE LLC 6,805 6,805 No Change 2019-12-31
SeaCrest Wealth Management, LLC 6,723 6,723 No Change 2019-12-31
FINANCIAL ADVISORY CORP /UT/ /ADV 6,591 0 New Buy 2019-12-31
KFA Private Wealth Group, LLC 6,548 0 New Buy 2019-12-31
Madison Asset Management, LLC 6,540 0 New Buy 2019-12-31
JEFFERIES GROUP INC /DE/ 6,530 6,517 0% 2019-12-31
WESBANCO BANK INC 6,493 6,463 0% 2019-12-31
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 6,481 0 New Buy 2019-12-31
River Wealth Advisors LLC 6,476 6,235 4% 2019-12-31
Advisory Alpha, LLC 6,474 7,222 10% 2019-12-31
NAPLES GLOBAL ADVISORS, LLC 6,447 5,236 23% 2019-12-31
Atlas Private Wealth Management 6,405 0 New Buy 2019-12-31
CAPITAL WEALTH MANAGEMENT, LLC 6,388 0 New Buy 2019-12-31
CHARTER TRUST CO 6,387 6,152 4% 2019-12-31
Trexquant Investment LP 6,382 0 New Buy 2019-12-31
CRA Financial Services, LLC 6,320 5,487 15% 2019-12-31
Inlet Private Wealth, LLC 6,300 6,250 1% 2019-12-31
CAPITAL CITY TRUST CO/FL 6,030 0 New Buy 2019-12-31
WETHERBY ASSET MANAGEMENT INC 5,964 6,696 11% 2019-12-31
RMB Capital Management, LLC 5,962 0 New Buy 2019-12-31
HOLLENCREST SECURITIES LLC 5,942 5,120 16% 2019-12-31
Palisade Asset Management, LLC 5,832 18,952 69% 2019-12-31
Bayesian Capital Management, LP 5,800 0 New Buy 2019-12-31
Andesa Financial Management Inc. 5,798 0 New Buy 2019-12-31
Coastal Investment Advisors, Inc. 5,790 5,139 13% 2019-12-31
Alpha Omega Wealth Management LLC 5,693 5,693 No Change 2019-12-31
SCHMIDT P J INVESTMENT MANAGEMENT INC 5,667 5,698 1% 2019-12-31
Oakmont Partners LLC 5,632 6,271 10% 2019-12-31
Head & Associates, LLC 5,608 5,618 0% 2019-12-31
DAVIS R M INC 5,602 0 New Buy 2019-12-31
Family Management Corp 5,524 5,524 No Change 2019-12-31
Spears Abacus Advisors LLC 5,520 0 New Buy 2019-12-31
COOPER/HAIMS ADVISORS, LLC 5,505 5,777 5% 2019-12-31
CALTON & ASSOCIATES, INC. 5,462 0 New Buy 2019-12-31
NorthCoast Asset Management LLC 5,429 6,167 12% 2019-12-31
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5,413 5,751 6% 2019-12-31
Spectrum Management Group, Inc. 5,402 10,997 51% 2019-12-31
MorganRosel Wealth Management, LLC 5,400 5,400 No Change 2019-12-31
KORNITZER CAPITAL MANAGEMENT INC /KS 5,399 0 New Buy 2019-12-31
Personal Capital Advisors Corp 5,398 0 New Buy 2019-12-31
Quadrant Private Wealth Management, LLC 5,396 5,754 6% 2019-12-31
Carnegie Capital Asset Management, LLC 5,329 4,528 18% 2019-12-31
Strategic Wealth Partners Group LLC 5,277 0 New Buy 2019-12-31
XML Financial, LLC 5,254 0 New Buy 2019-12-31
BOURGEON CAPITAL MANAGEMENT LLC 5,251 5,251 No Change 2019-12-31
TD Capital Management LLC 5,247 5,194 1% 2019-12-31
Advocacy Wealth Management Services, LLC 5,217 3,257 60% 2019-12-31
TNB Financial 5,183 5,138 1% 2019-12-31
BIDWELL C M & ASSOCIATES LTD/ 5,161 1,311 294% 2019-12-31
Buckingham Asset Management, LLC 5,104 3,734 37% 2019-12-31
STEPHENSON NATIONAL BANK & TRUST 5,093 0 New Buy 2019-12-31
ACIMA PRIVATE WEALTH, LLC 5,083 5,083 No Change 2019-12-31
Paradigm Financial Partners, LLC 5,068 4,939 3% 2019-12-31
VIVID FINANCIAL MANAGEMENT, INC. 5,025 0 New Buy 2019-12-31
Alpha Cubed Investments, LLC 5,022 6,364 21% 2019-12-31
PERSONAL CFO SOLUTIONS, LLC 4,982 4,982 No Change 2019-12-31
Magnus Financial Group LLC 4,898 4,833 1% 2019-12-31
ARGENT CAPITAL MANAGEMENT LLC 4,890 4,470 9% 2019-12-31
Eldridge Investment Advisors, Inc. 4,825 4,825 No Change 2019-12-31
MITCHELL CAPITAL MANAGEMENT CO 4,824 0 New Buy 2019-12-31
NICHOLS & PRATT ADVISERS LLP /MA 4,785 3,985 20% 2019-12-31
APPLETON PARTNERS INC/MA 4,720 4,765 1% 2019-12-31
Peterson Wealth Advisors, LLC 4,712 4,649 1% 2019-12-31
QUATTRO FINANCIAL ADVISORS LLC 4,689 0 New Buy 2019-12-31
CAMDEN NATIONAL BANK 4,675 6,381 27% 2019-12-31
ROWLAND CARMICHAEL ADVISORS INC /ADV 4,667 0 New Buy 2019-12-31
Wellesley Investment Partners, LLC 4,657 3,461 35% 2019-12-31
Traynor Capital Management, Inc. 4,627 4,135 12% 2019-12-31
BALLAST ADVISORS LLC 4,561 0 New Buy 2019-12-31
Madden Advisory Services, Inc. 4,523 4,271 6% 2019-12-31
HARTFORD INVESTMENT MANAGEMENT CO 4,520 4,340 4% 2019-12-31
Tolleson Wealth Management, Inc. 4,519 4,519 No Change 2019-12-31
Radnor Capital Management, LLC 4,500 4,500 No Change 2019-12-31
Schwab Charitable Fund 4,492 5,250 14% 2019-12-31
Charles Schwab Trust Co 4,410 4,349 1% 2019-12-31
AMERITAS INVESTMENT CORP 4,379 4,369 0% 2019-12-31
BRANDYWINE OAK PRIVATE WEALTH LLC 4,325 4,325 No Change 2019-12-31
Lion Street Advisors, LLC 4,291 0 New Buy 2019-12-31
Northwest Capital Management Inc 4,189 4,189 No Change 2019-12-31
Perigon Wealth Management, LLC 4,160 0 New Buy 2019-12-31
Arbor Investment Advisors, LLC 4,096 4,084 0% 2019-12-31
Evolution Wealth Advisors, LLC 4,093 0 New Buy 2019-12-31
REGENTATLANTIC CAPITAL LLC 4,084 0 New Buy 2019-12-31
HOHIMER WEALTH MANAGEMENT, LLC 4,082 0 New Buy 2019-12-31
Change Path, LLC 4,078 0 New Buy 2019-12-31
Capital Directions Investment Advisors, LLC 4,005 3,585 12% 2019-12-31
Claro Advisors LLC 4,003 4,103 2% 2019-12-31
BEESE FULMER INVESTMENT MANAGEMENT, INC. 3,974 3,974 No Change 2019-12-31
Watch Point Trust Co 3,947 3,980 1% 2019-12-31
Wolff Financial Management LLC 3,928 3,754 5% 2019-12-31
Calamos Advisors LLC 3,884 3,884 No Change 2019-12-31
Financial Advisory Group 3,884 3,884 No Change 2019-12-31
Robertson Stephens Wealth Management, LLC 3,884 13,140 70% 2019-12-31
BRIGHTON JONES LLC 3,876 5,630 31% 2019-12-31
LEAVELL INVESTMENT MANAGEMENT, INC. 3,853 0 New Buy 2019-12-31
Ascent Wealth Partners, LLC 3,848 4,568 16% 2019-12-31
PSI Advisors, LLC 3,845 0 New Buy 2019-12-31
NORTHWEST INVESTMENT COUNSELORS, LLC 3,838 953 303% 2019-12-31
Camden Capital, LLC 3,801 0 New Buy 2019-12-31
Legacy Advisors, LLC 3,800 10,633 64% 2019-12-31
Graves-Light Private Wealth Management, Inc. 3,795 3,795 No Change 2019-12-31
Laurel Wealth Advisors, Inc. 3,780 0 New Buy 2019-12-31
CULBERTSON A N & CO INC 3,769 0 New Buy 2019-12-31
HOWARD FINANCIAL SERVICES, LTD. 3,742 4,142 10% 2019-12-31
Sandy Spring Bank 3,729 3,826 3% 2019-12-31
Taylor, Cottrill, Erickson & Associates, Inc. 3,700 3,839 4% 2019-12-31
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3,658 0 New Buy 2019-12-31
Well Done, LLC 3,656 3,656 No Change 2019-12-31
Meridian Wealth Advisors, LLC 3,611 3,586 1% 2019-12-31
Cutler Group LP 3,600 1,800 100% 2019-12-31
HM PAYSON & CO 3,586 4,877 26% 2019-12-31
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 3,586 3,991 10% 2019-12-31
KCS Wealth Advisory 3,563 3,333 7% 2019-12-31
FORT PITT CAPITAL GROUP, LLC 3,499 0 New Buy 2019-12-31
Diversified Portfolios, Inc. 3,474 3,474 No Change 2019-12-31
Ironwood Wealth Management, llc 3,467 2,897 20% 2019-12-31
Edge Wealth Management LLC 3,426 0 New Buy 2019-12-31
Kalos Management, Inc. 3,424 0 New Buy 2019-12-31
FIRST AMERICAN TRUST CO 3,422 0 New Buy 2019-12-31
PITTENGER & ANDERSON INC 3,403 2,999 13% 2019-12-31
BBK Capital Partners, LLC 3,317 3,219 3% 2019-12-31
MISSION CREEK CAPITAL PARTNERS, INC 3,304 0 New Buy 2019-12-31
COMPTON CAPITAL MANAGEMENT INC /RI 3,290 0 New Buy 2019-12-31
Angeles Investment Advisors, LLC 3,290 3,290 No Change 2019-12-31
Feltz Wealth PLAN Inc. 3,261 0 New Buy 2019-12-31
MAIRS & POWER INC 3,235 0 New Buy 2019-12-31
Summit Trail Advisors, LLC 3,227 7,000 54% 2019-12-31
KCM INVESTMENT ADVISORS LLC 3,189 0 New Buy 2019-12-31
ELM ADVISORS, LLC 3,160 0 New Buy 2019-12-31
Meridian Wealth Partners, LLC 3,126 0 New Buy 2019-12-31
Lenox Wealth Management, Inc. 3,122 2,622 19% 2019-12-31
OAKWOOD CAPITAL MANAGEMENT LLC/CA 3,091 0 New Buy 2019-12-31
Beaumont Financial Partners, LLC 3,081 0 New Buy 2019-12-31
Cribstone Capital Management, LLC 3,050 4,856 37% 2019-12-31
WEST BANCORPORATION INC 3,008 0 New Buy 2019-12-31
AUA CAPITAL MANAGEMENT, LLC 3,000 3,000 No Change 2019-12-31
CENTRAL BANK & TRUST CO 2,920 2,920 No Change 2019-12-31
TORONTO DOMINION BANK 2,911 2,758 6% 2019-12-31
TI-TRUST, INC 2,895 0 New Buy 2019-12-31
Evensky & Katz, Inc. 2,782 35,373 92% 2019-12-31
CITY HOLDING CO 2,672 2,672 No Change 2019-12-31
OPTIMUM INVESTMENT ADVISORS 2,643 3,108 15% 2019-12-31
CREATIVE FINANCIAL DESIGNS INC /ADV 2,575 628 310% 2019-12-31
Princeton Global Asset Management LLC 2,561 4,332 41% 2019-12-31
FLAGSHIP HARBOR ADVISORS, LLC 2,558 2,969 14% 2019-12-31
Private Ocean, LLC 2,454 2,454 No Change 2019-12-31
MOTCO 2,450 1,448 69% 2019-12-31
Pinnacle Bank 2,356 2,356 No Change 2019-12-31
Barnett & Company, Inc. 2,215 2,215 No Change 2019-12-31
Financial Architects, Inc 2,155 1,334 62% 2019-12-31
CNB Bank 2,154 2,851 24% 2019-12-31
LeJeune Puetz Investment Counsel LLC 2,000 2,000 No Change 2019-12-31
Kistler-Tiffany Companies, LLC 1,987 1,987 No Change 2019-12-31
Permanens Capital L.P. 1,931 1,931 No Change 2019-12-31
Archer Investment Corp 1,857 0 New Buy 2019-12-31
HCR Wealth Advisors 1,825 0 New Buy 2019-12-31
Sterling Investment Advisors, Ltd. 1,742 1,944 10% 2019-12-31
Tarbox Group, Inc. 1,683 1,683 No Change 2019-12-31
TRUSTCORE FINANCIAL SERVICES, LLC 1,628 1,311 24% 2019-12-31
VALLEY NATIONAL ADVISERS INC 1,607 1,607 No Change 2019-12-31
Hudock Moyer Wealth Resources, LLC 1,435 1,014 42% 2019-12-31
First Personal Financial Services 1,407 1,976 29% 2019-12-31
Column Capital Advisors, LLC 1,373 0 New Buy 2019-12-31
Burt Wealth Advisors 1,361 1,417 4% 2019-12-31
CFM WEALTH PARTNERS LLC 1,323 0 New Buy 2019-12-31
Timber Creek Capital Management LLC 1,285 1,285 No Change 2019-12-31
Lighthouse Financial Advisors, Inc. 1,272 0 New Buy 2019-12-31
Gemmer Asset Management LLC 1,212 1,212 No Change 2019-12-31
Plante Moran Financial Advisors Ltd Partnership 1,209 0 New Buy 2019-12-31
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1,203 1,203 No Change 2019-12-31
Parkside Financial Bank & Trust 1,144 1,043 10% 2019-12-31
DELTA ASSET MANAGEMENT LLC/TN 1,130 1,130 No Change 2019-12-31
Willingdon Wealth Management 1,113 1,113 No Change 2019-12-31
Gradient Investments LLC 1,072 1,690 37% 2019-12-31
Cliffwater LLC 1,036 1,036 No Change 2019-12-31
Rocky Mountain Advisers, LLC 1,026 0 New Buy 2019-12-31
Ellevest, Inc. 1,004 0 New Buy 2019-12-31
QCI ASSET MANAGEMENT INC/NY 998 7,253 86% 2019-12-31
SRS Capital Advisors, Inc. 985 1,136 13% 2019-12-31
Weaver Consulting Group 982 982 No Change 2019-12-31
EPG Wealth Management LLC 967 0 New Buy 2019-12-31
Salomon & Ludwin, LLC 894 0 New Buy 2019-12-31
Hanson McClain, Inc. 882 0 New Buy 2019-12-31
D'Orazio & Associates, Inc. 800 800 No Change 2019-12-31
Selective Wealth Management 768 768 No Change 2019-12-31
Lindbrook Capital, LLC 751 751 No Change 2019-12-31
BELLEVUE ASSET MANAGEMENT, LLC 708 0 New Buy 2019-12-31
Centerpoint Advisors, LLC 694 139 399% 2019-12-31
SHINE INVESTMENT ADVISORY SERVICES INC 686 677 1% 2019-12-31
Great Diamond Partners, LLC 673 0 New Buy 2019-12-31
PIN OAK INVESTMENT ADVISORS INC 615 615 No Change 2019-12-31
First Washington CORP 590 590 No Change 2019-12-31
Jacobi Capital Management LLC 579 979 41% 2019-12-31
Aptus Capital Advisors, LLC 573 523 10% 2019-12-31
Stewardship Financial Advisors, LLC 572 359 59% 2019-12-31
THOMPSON SIEGEL & WALMSLEY LLC 554 554 No Change 2019-12-31
SECURITY NATIONAL TRUST CO 539 539 No Change 2019-12-31
TFO-TDC, LLC 500 0 New Buy 2019-12-31
ISLAY CAPITAL MANAGEMENT, LLC 487 0 New Buy 2019-12-31
McIlrath & Eck, LLC 476 151 215% 2019-12-31
Front Row Advisors LLC 456 456 No Change 2019-12-31
Kore Private Wealth LLC 448 0 New Buy 2019-12-31
Biltmore Family Office, LLC 431 0 New Buy 2019-12-31
Stonebridge Capital Advisors LLC 429 1,385 69% 2019-12-31
CBIZ Investment Advisory Services, LLC 420 0 New Buy 2019-12-31
Clear Harbor Asset Management, LLC 375 0 New Buy 2019-12-31
Coastal Capital Group, Inc. 349 349 No Change 2019-12-31
AllSquare Wealth Management LLC 332 332 No Change 2019-12-31
Lake Point Wealth Management 329 0 New Buy 2019-12-31
Zions Bancorporation, N.A. 322 0 New Buy 2019-12-31
LS Investment Advisors, LLC 318 318 No Change 2019-12-31
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 312 307 2% 2019-12-31
Raab & Moskowitz Asset Management LLC 305 0 New Buy 2019-12-31
Canton Hathaway, LLC 299 299 No Change 2019-12-31
TRUST CO OF VERMONT 293 293 No Change 2019-12-31
Hirtle Callaghan & Co Inc 269 269 No Change 2019-12-31
Bedel Financial Consulting, Inc. 265 265 No Change 2019-12-31
Capital Wealth Alliance, LLC 251 0 New Buy 2019-12-31
HOWARD WEALTH MANAGEMENT, LLC 234 0 New Buy 2019-12-31
TrueNorth, Inc. 227 226 0% 2019-12-31
Squar Milner Financial Services LLC 222 304 27% 2019-12-31
Manchester Capital Management LLC 218 218 No Change 2019-12-31
Pacifica Partners Inc. 206 0 New Buy 2019-12-31
CABANA LLC 187 0 New Buy 2019-12-31
Versant Capital Management, Inc 179 177 1% 2019-12-31
S.A. Mason LLC 170 0 New Buy 2019-12-31
First PREMIER Bank 164 164 No Change 2019-12-31
HORIZON BANCORP /IN/ 141 0 New Buy 2019-12-31
JNBA Financial Advisors 129 129 No Change 2019-12-31
Barrett Asset Management, LLC 128 128 No Change 2019-12-31
TCI Wealth Advisors, Inc. 128 0 New Buy 2019-12-31
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 125 0 New Buy 2019-12-31
First Bank & Trust 116 0 New Buy 2019-12-31
Sound Income Strategies, LLC 112 20 460% 2019-12-31
FIRST MANHATTAN CO 106 565 81% 2019-12-31
Vectors Research Management, LLC 106 207 49% 2019-12-31
Carmichael Hill & Associates, Inc. 99 0 New Buy 2019-12-31
Enterprise Trust & Investment Co 99 99 No Change 2019-12-31
Investors Research Corp 94 76 24% 2019-12-31
Prestige Wealth Management Group LLC 91 92 1% 2019-12-31
AlphaCore Capital LLC 78 0 New Buy 2019-12-31
Norway Savings Bank 75 75 No Change 2019-12-31
JJJ Advisors Inc. 52 52 No Change 2019-12-31
Glassman Wealth Services 51 51 No Change 2019-12-31
Cedar Mountain Advisors, LLC 51 0 New Buy 2019-12-31
Litman Gregory Asset Management LLC 45 45 No Change 2019-12-31
WestEnd Advisors, LLC 41 41 No Change 2019-12-31
REILLY FINANCIAL ADVISORS, LLC 34 34 No Change 2019-12-31
First Command Advisory Services, Inc. 27 150 82% 2019-12-31
Firestone Capital Management 25 0 New Buy 2019-12-31
MCMILLION CAPITAL MANAGEMENT INC 20 20 No Change 2019-12-31
Capital Asset Advisory Services LLC 7 0 New Buy 2019-12-31
Silicon Hills Wealth Management, LLC 5 0 New Buy 2019-12-31
Joseph P. Lucia & Associates, LLC 1 1 No Change 2019-12-31
PACIFIC FINANCIAL GROUP INC 0 66,240 Sold Out 2019-12-31
FARMERS & MERCHANTS INVESTMENTS INC 0 35 Sold Out 2019-12-31
M&T BANK CORP 0 9,344,921 Sold Out 2019-12-31
Geller Family Office Services, LLC 0 7,122 Sold Out 2019-12-31
PROFFITT & GOODSON INC 0 2,850 Sold Out 2019-12-31
BARCLAYS PLC 0 2 Sold Out 2019-12-31
WEXFORD CAPITAL LLC 0 8,195 Sold Out 2019-12-31
BALDWIN BROTHERS INC/MA 0 55 Sold Out 2019-12-31
CLS INVESTMENT FIRM, LLC 0 3,228 Sold Out 2019-12-31
Quantitative Investment Management, LLC 0 70,273 Sold Out 2019-12-31
Budros, Ruhlin & Roe, Inc. 0 3,736 Sold Out 2019-12-31
PRIVATE BANK & TRUST CO 0 4,051 Sold Out 2019-12-31
Halbert, Hargrove/Russell LLC 0 8,133 Sold Out 2019-12-31
FULTON BANK, N.A. 0 4,126 Sold Out 2019-12-31
EP Wealth Advisors, Inc. 0 4,891 Sold Out 2019-12-31
USCA RIA LLC 0 1,079 Sold Out 2019-12-31
Pennsylvania Trust Co 0 418,690 Sold Out 2019-12-31
PECAUT & CO. 0 17 Sold Out 2019-12-31
Miracle Mile Advisors, LLC 0 6,613 Sold Out 2019-12-31
Ruggie Capital Group 0 11,655 Sold Out 2019-12-31
Financial Enhancement Group LLC 0 294 Sold Out 2019-12-31
Arcus Capital Partners, LLC 0 4,526 Sold Out 2019-12-31
Cascade Investment Advisors, Inc. 0 10 Sold Out 2019-12-31
Farmers & Merchants Trust Co of Chambersburg PA 0 79 Sold Out 2019-12-31
Gainplan LLC 0 4,518 Sold Out 2019-12-31
GSB Wealth Management, LLC 0 268 Sold Out 2019-12-31
Intercontinental Wealth Advisors, LLC 0 1,000 Sold Out 2019-12-31
Regal Wealth Group, Inc. 0 105 Sold Out 2019-12-31
Pinnacle Family Advisors, LLC 0 6,973 Sold Out 2019-12-31
Vista Private Wealth Partners. LLC 0 1,010 Sold Out 2019-12-31
Sequoia Wealth Management, LLC 0 5,451 Sold Out 2019-12-31
Ballast, Inc. 0 3,439 Sold Out 2019-12-31
Pinnacle Wealth Planning Services, Inc. 0 3,383 Sold Out 2019-12-31
Jordan Park Group LLC 0 4,710 Sold Out 2019-12-31
Prime Capital Investment Advisors, LLC 0 12,546 Sold Out 2019-12-31
CX Institutional 0 88 Sold Out 2019-12-31
EQUITABLE TRUST CO 0 4,455 Sold Out 2019-12-31
Executive Wealth Management, LLC 0 1,663 Sold Out 2019-12-31
Fulcrum Equity Management 0 1,544 Sold Out 2019-12-31
Atwater Malick LLC 0 79 Sold Out 2019-12-31
Garrett Wealth Advisory Group, LLC 0 793 Sold Out 2019-12-31
EVOKE WEALTH, LLC 0 918 Sold Out 2019-12-31
SUNTRUST BANKS INC 5,104,279 5,432,321 6% 2019-09-30
LADENBURG THALMANN FINANCIAL SERVICES INC 1,895,639 1,130,373 68% 2019-09-30
BB&T SECURITIES, LLC 1,529,760 1,550,576 1% 2019-09-30
Baird Financial Group, Inc. 201,430 192,394 5% 2019-09-30
United Income, Inc. 629,821 639,333 1% 2019-09-30
Balentine LLC 575,520 558,735 3% 2019-09-30
Heritage Wealth Advisors 545,099 0 New Buy 2019-09-30
Bartlett & Co. LLC 537,260 651,560 18% 2019-09-30
UMA Financial Services, Inc. 240,510 0 New Buy 2019-09-30
FIRST CITIZENS BANK & TRUST CO 226,217 248,861 9% 2019-09-30
Ancora Advisors, LLC 224,840 228,391 2% 2019-09-30
High Falls Advisors, Inc 192,657 251,931 24% 2019-09-30
Sowell Financial Services LLC 140,875 0 New Buy 2019-09-30
BIEGEL & WALLER LLC 108,681 108,701 0% 2019-09-30
Altavista Wealth Management, Inc. 92,644 85,728 8% 2019-09-30
CAPTRUST FINANCIAL ADVISORS 88,268 84,182 5% 2019-09-30
Global Strategic Investment Solutions, LLC 78,558 0 New Buy 2019-09-30
Great Point Wealth Advisors, LLC 53,949 49,109 10% 2019-09-30
CENTRAL TRUST & INVESTMENT CO 34,589 0 New Buy 2019-09-30
MASSMUTUAL TRUST CO FSB/ADV 24,807 23,842 4% 2019-09-30
9258 Wealth Management, LLC 22,980 25,918 11% 2019-09-30
Maxim Capital Management LLC 20,193 0 New Buy 2019-09-30
Hilltop Holdings Inc. 2,857 51,727 94% 2019-09-30
Hayden Royal, LLC 18,839 7,078 166% 2019-09-30
Compton Wealth Advisory Group, LLC 17,678 17,678 No Change 2019-09-30
Sunbelt Securities, Inc. 14,334 5,089 182% 2019-09-30
JANE STREET GROUP, LLC 8,858 6,298,947 100% 2019-09-30
ERTS Wealth Advisors, LLC 8,617 85,333 90% 2019-09-30
Shamrock Asset Management LLC 7,813 7,997 2% 2019-09-30
MADISON INVESTMENT ADVISORS INC 6,540 6,540 No Change 2019-09-30
Osborn Rohs Williams & Donohoe Ltd 6,007 6,040 1% 2019-09-30
ADVANTAGE INVESTMENT MANAGEMENT, LLC 4,077 3,010 35% 2019-09-30
Phoenix Investment Adviser LLC 1,580 1,580 No Change 2019-09-30
Golden State Wealth Management, LLC 1,124 656 71% 2019-09-30
Financial Gravity Wealth, Inc. 287 3 9,467% 2019-09-30
CITADEL ADVISORS LLC (Kenneth C. Griffin) 0 945,052 Sold Out 2019-09-30
Clarus Wealth Advisors 0 72 Sold Out 2019-09-30
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