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STOCK TICKER:
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
First Financial Bank, N.A. - Trust Division 909,419 842,600 8% 2020-06-30
Advocacy Wealth Management Services, LLC 19,597 12,832 53% 2020-06-30
TNB Financial 5,664 5,138 10% 2020-06-30
HM PAYSON & CO 3,666 0 New Buy 2020-06-30
M&R CAPITAL MANAGEMENT INC 450 0 New Buy 2020-06-30
TIAA, FSB 5,930 5,930 No Change 2020-03-31
UBS Group AG 17,085 45,639,741 100% 2020-03-31
J P MORGAN CHASE & CO 47,679,314 53,572,104 11% 2020-03-31
JONES FINANCIAL COMPANIES LLLP 46,712,720 42,666,438 9% 2020-03-31
ENVESTNET ASSET MANAGEMENT INC 43,625,617 36,007,455 21% 2020-03-31
RAYMOND JAMES & ASSOCIATES 39,937,342 39,572,853 1% 2020-03-31
WELLS FARGO & CO/MN 21,231,364 22,799,454 7% 2020-03-31
M&T BANK CORP 15,336,070 0 New Buy 2020-03-31
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 14,698,400 12,745,100 15% 2020-03-31
PNC FINANCIAL SERVICES GROUP INC 944,510 855,968 10% 2020-03-31
LPL Financial CORP 12,702,957 11,922,530 7% 2020-03-31
US BANCORP DE 12,651,655 0 New Buy 2020-03-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 12,174,000 4,358,544 179% 2020-03-31
Alaska Permanent Fund Corp 10,961,955 0 New Buy 2020-03-31
KEYBANK NATIONAL ASSOCIATION/OH 8,666,763 9,016,117 4% 2020-03-31
UNITED SERVICES AUTOMOBILE ASSOCIATION 8,052,755 8,208,768 2% 2020-03-31
PARAMETRIC PORTFOLIO ASSOCIATES 7,459,091 6,559,485 14% 2020-03-31
Bank of New York Mellon CORP 7,449,550 6,010,353 24% 2020-03-31
VICTORY CAPITAL MANAGEMENT INC 6,673,845 6,305,238 6% 2020-03-31
NextCapital Advisers, Inc. 6,118,556 4,444,136 38% 2020-03-31
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 5,631,485 5,337,729 6% 2020-03-31
FRANKLIN RESOURCES INC 5,529,025 3,777,025 46% 2020-03-31
Amerivest Investment Management LLC 5,522,333 5,456,981 1% 2020-03-31
Raymond James Financial Services Advisors, Inc. 5,479,975 6,213,768 12% 2020-03-31
ALLIANCEBERNSTEIN L.P. 4,968,001 5,241,272 5% 2020-03-31
ALESCO ADVISORS LLC 4,880,168 4,390,706 11% 2020-03-31
FIFTH THIRD BANCORP 4,214,904 3,954,219 7% 2020-03-31
CWM, LLC 3,492,523 3,402,377 3% 2020-03-31
Betterment LLC 3,341,887 513,111 551% 2020-03-31
Oak Hill Investment Management, L.P. 3,084,267 1,698,413 82% 2020-03-31
WELLINGTON MANAGEMENT CO LLP 2,927,227 2,663,378 10% 2020-03-31
BANK OF MONTREAL /CAN/ 2,875,139 1,106,326 160% 2020-03-31
Creative Planning 2,872,240 7,567,957 62% 2020-03-31
Janney Montgomery Scott LLC 2,668,103 2,354,662 13% 2020-03-31
PARK AVENUE SECURITIES LLC 2,600,537 2,089,539 24% 2020-03-31
RiverFront Investment Group, LLC 2,594,542 4,505,930 42% 2020-03-31
SEI INVESTMENTS CO 2,514,777 3,321,620 24% 2020-03-31
PARTNERS CAPITAL INVESTMENT GROUP, LLP 2,370,107 54,468 4,251% 2020-03-31
COMMONWEALTH EQUITY SERVICES, LLC. 2,356,770 2,077,625 13% 2020-03-31
Conrad N. Hilton Foundation 2,325,699 2,708,004 14% 2020-03-31
Mariner Wealth Advisors, LLC 2,266,699 2,119,536 7% 2020-03-31
Baird Financial Group, Inc. 2,835 0 New Buy 2020-03-31
Mirae Asset Global Investments Co., Ltd. 2,196,298 1,586,898 38% 2020-03-31
MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP 2,005,250 1,887,737 6% 2020-03-31
Janney Capital Management LLC 1,961,669 2,167,646 10% 2020-03-31
HAVERFORD TRUST CO 1,936,971 3,367,739 42% 2020-03-31
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1,875,000 1,800,000 4% 2020-03-31
STRATEGIC INVESTMENT MANAGEMENT 1,832,220 1,031,490 78% 2020-03-31
Altium Wealth Management LLC 1,771,549 1,619,468 9% 2020-03-31
Neuberger Berman Group LLC 1,768,382 1,833,648 4% 2020-03-31
WESTWOOD HOLDINGS GROUP INC 1,724,566 1,947,861 11% 2020-03-31
Matson Money. Inc. 1,709,247 1,859,547 8% 2020-03-31
H D Vest Advisory Services 1,494,853 1,494,030 0% 2020-03-31
Bridgewater Associates, Inc.(Raymond Dalio) 1,490,060 2,670,507 44% 2020-03-31
GREENLEAF TRUST 1,488,027 268,194 455% 2020-03-31
ROOSEVELT INVESTMENT GROUP INC 1,486,244 263,077 465% 2020-03-31
FIRST HAWAIIAN BANK 1,404,628 1,394,215 1% 2020-03-31
Truepoint, Inc. 1,338,777 343,169 290% 2020-03-31
MML INVESTORS SERVICES, LLC 1,292,206 1,336,800 3% 2020-03-31
BINGHAM OSBORN & SCARBOROUGH LLC 1,285,741 378,188 240% 2020-03-31
Ballentine, Finn & Company, Inc. 1,268,166 1,720,694 26% 2020-03-31
State of New Jersey Common Pension Fund D 1,200,471 1,200,471 No Change 2020-03-31
Kuntz Lesher Capital LLC 1,174,656 1,113,463 5% 2020-03-31
Abundance Wealth Counselors 1,163,187 1,041,784 12% 2020-03-31
ETRADE Capital Management LLC 1,094,033 602,667 82% 2020-03-31
HighTower Advisors, LLC 1,040,173 1,575,167 34% 2020-03-31
ALLSTATE CORP 339,490 440,990 23% 2020-03-31
PFG Financial Advisors 978,704 934,537 5% 2020-03-31
STATE BANK & TRUST 952,222 880,832 8% 2020-03-31
Balentine LLC 915,406 0 New Buy 2020-03-31
NOTTINGHAM ADVISORS, INC. 914,249 927,135 1% 2020-03-31
CKW FINANCIAL GROUP 908,357 1,025,870 11% 2020-03-31
MACKENZIE FINANCIAL CORP 895,083 893,242 0% 2020-03-31
DAN L DUNCAN FOUNDATION 890,713 748,146 19% 2020-03-31
Cabot-Wellington, LLC 886,643 879,424 1% 2020-03-31
DRW Securities, LLC 859,768 355,609 142% 2020-03-31
FOSTER DYKEMA CABOT & CO INC/MA 858,061 861,216 0% 2020-03-31
Halbert, Hargrove/Russell LLC 856,737 0 New Buy 2020-03-31
RPTC Inc. 850,012 850,012 No Change 2020-03-31
Lenox Wealth Advisors, Inc. 849,307 17,715 4,694% 2020-03-31
University of Massachusetts Foundation, Inc. 847,884 814,284 4% 2020-03-31
Center for Financial Planning, Inc. 822,989 869,372 5% 2020-03-31
FIRST BUSINESS FINANCIAL SERVICES, INC. 790,925 1,115,831 29% 2020-03-31
Pure Financial Advisors, Inc. 779,888 203,216 284% 2020-03-31
MISSION WEALTH MANAGEMENT, LLC 764,552 969,365 21% 2020-03-31
WEALTHSOURCE PARTNERS, LLC 763,400 501,054 52% 2020-03-31
Regis Management CO LLC 756,573 323,204 134% 2020-03-31
FIRST CITIZENS BANK & TRUST CO 754,874 0 New Buy 2020-03-31
Capital Analysts, Inc. 736,814 912,211 19% 2020-03-31
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 713,954 811,074 12% 2020-03-31
Berman Capital Advisors, LLC 14,960 610,194 98% 2020-03-31
PUTNAM FL INVESTMENT MANAGEMENT CO 698,572 438,953 59% 2020-03-31
Conservest Capital Advisors, Inc. 689,060 697,919 1% 2020-03-31
Bartlett & Co. LLC 659,600 0 New Buy 2020-03-31
VCU Investment Management Co 656,238 990,583 34% 2020-03-31
CAPE COD FIVE CENTS SAVINGS BANK 653,726 766,311 15% 2020-03-31
INTRUST BANK NA 643,136 542,344 19% 2020-03-31
Bangor Savings Bank 635,166 601,760 6% 2020-03-31
BDO Wealth Advisors, LLC 621,319 305,917 103% 2020-03-31
MAI Wealth Advisors 581,740 521,714 12% 2020-03-31
EATON VANCE MANAGEMENT 579,260 580,436 0% 2020-03-31
F3Logic, LLC 572,941 396,740 44% 2020-03-31
Aurum Wealth Management Group, LLC 569,966 172,224 231% 2020-03-31
Streettalk Advisors, LLC 557,137 980,861 43% 2020-03-31
Private Advisor Group, LLC 546,625 715,762 24% 2020-03-31
SigFig Wealth Management, LLC 532,724 482,798 10% 2020-03-31
REGIONS FINANCIAL CORP 529,142 332,744 59% 2020-03-31
UMB BANK N A/MO 517,152 519,768 1% 2020-03-31
ANDERSON FISHER LLC 513,830 501,482 2% 2020-03-31
THRIVENT FINANCIAL FOR LUTHERANS 191,028 172,325 11% 2020-03-31
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 507,000 0 New Buy 2020-03-31
Northwest Quadrant Wealth Management, LLC 505,336 446,728 13% 2020-03-31
Financial Engines Advisors L.L.C. 501,882 463,479 8% 2020-03-31
Texas Capital Bank Wealth Management Services Inc 500,798 519,301 4% 2020-03-31
Modera Wealth Management, LLC 495,070 247,757 100% 2020-03-31
Pennsylvania Trust Co 490,793 0 New Buy 2020-03-31
Rockefeller Capital Management L.P. 9,147 41,142 78% 2020-03-31
WAYNE HUMMER ASSET MANAGEMENT CO 490,072 313,347 56% 2020-03-31
LAKE STREET ADVISORS GROUP, LLC 485,709 169,516 187% 2020-03-31
MCF Advisors LLC 482,286 398,137 21% 2020-03-31
Financial Network 470,764 562,963 16% 2020-03-31
UNIONBANCAL CORP 469,064 551,439 15% 2020-03-31
Highland Private Wealth Management 466,814 0 New Buy 2020-03-31
Miracle Mile Advisors, LLC 464,855 0 New Buy 2020-03-31
Sage Advisory Services, Ltd.Co. 451,279 409,925 10% 2020-03-31
BANK OF HAWAII 449,335 451,773 1% 2020-03-31
Progeny 3, Inc. 434,862 0 New Buy 2020-03-31
Connecticut Wealth Management, LLC 433,817 879,935 51% 2020-03-31
Steward Partners Investment Advisory, LLC 425,983 673,171 37% 2020-03-31
CITIZENS FINANCIAL GROUP INC/RI 127,690 109,747 16% 2020-03-31
MONETA GROUP INVESTMENT ADVISORS INC 412,467 302,544 36% 2020-03-31
WHITTIER TRUST CO OF NEVADA INC 400,580 431,335 7% 2020-03-31
Financial Partners Group, Inc 398,548 385,581 3% 2020-03-31
RAYMOND JAMES TRUST CO 396,079 367,674 8% 2020-03-31
FFT WEALTH MANAGEMENT LLC 389,580 230,405 69% 2020-03-31
WADDELL & ASSOCIATES, LLC 371,635 0 New Buy 2020-03-31
BSW Wealth Partners 369,836 346,694 7% 2020-03-31
STERLING INVESTMENT ADVISORS LLC /ADV 366,808 348,217 5% 2020-03-31
AdvicePeriod, LLC 364,990 506,666 28% 2020-03-31
Bremer Bank National Association 361,978 463,004 22% 2020-03-31
Fragasso Group Inc. 353,773 324,553 9% 2020-03-31
CAPITAL ONE FINANCIAL CORP 353,575 0 New Buy 2020-03-31
Edge Capital Group, LLC 353,025 982,806 64% 2020-03-31
WHITTIER TRUST CO 349,419 236,704 48% 2020-03-31
NORTH AMERICAN MANAGEMENT CORP 345,196 281,679 23% 2020-03-31
Community Bank, N.A. 339,949 325,938 4% 2020-03-31
First Allied Advisory Services, Inc. 333,151 289,324 15% 2020-03-31
Ullmann Financial Group, Inc. 332,709 296,482 12% 2020-03-31
PFS INVESTMENTS INC. 330,739 280,463 18% 2020-03-31
Global Retirement Partners, LLC 328,506 337,492 3% 2020-03-31
FINANCIAL LIFE ADVISORS 322,504 290,045 11% 2020-03-31
SJA Financial Advisory, LLC 320,034 291,824 10% 2020-03-31
LBMC INVESTMENT ADVISORS, LLC 315,004 285,109 10% 2020-03-31
GV Capital Management 311,535 1,172,289 73% 2020-03-31
Tarbox Group, Inc. 310,422 1,683 18,345% 2020-03-31
BRINKER CAPITAL INC 301,650 360,565 16% 2020-03-31
Integrated Wealth Concepts LLC 301,527 313,208 4% 2020-03-31
Ledyard National Bank 300,345 274,027 10% 2020-03-31
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 296,761 284,725 4% 2020-03-31
Acropolis Investment Management, LLC 293,012 186,599 57% 2020-03-31
HIGHLAND CAPITAL MANAGEMENT CORP 289,476 449,098 36% 2020-03-31
Riverview Trust Co 288,957 288,957 No Change 2020-03-31
STATE OF WISCONSIN INVESTMENT BOARD 284,480 335,080 15% 2020-03-31
BKD Wealth Advisors, LLC 280,654 75,453 272% 2020-03-31
Goss Wealth Management LLC 275,258 421,328 35% 2020-03-31
Stratos Wealth Partners, LTD. 270,514 217,699 24% 2020-03-31
Hudson Capital Management LLC 267,582 258,115 4% 2020-03-31
CONDOR CAPITAL MANAGEMENT 261,280 113,313 131% 2020-03-31
Syntal Capital Partners, LLC 260,299 315,889 18% 2020-03-31
S. R. Schill & Associates 258,404 0 New Buy 2020-03-31
Bishop & Co Investment Management, LLC 256,488 261,025 2% 2020-03-31
Cougar Global Investments Ltd 256,414 247,965 3% 2020-03-31
HawsGoodwin Investment Management LLC 255,529 232,623 10% 2020-03-31
FIERA SCEPTRE INC. 251,734 364,067 31% 2020-03-31
Opus Capital Group, LLC 247,567 177,103 40% 2020-03-31
McCutchen Group LLC 244,834 29,054 743% 2020-03-31
COLDSTREAM CAPITAL MANAGEMENT INC 243,333 204,629 19% 2020-03-31
Multi-Financial Securities Corp 239,845 242,815 1% 2020-03-31
TWIN FOCUS CAPITAL PARTNERS, LLC 237,674 243,525 2% 2020-03-31
TRUE Private Wealth Advisors 237,338 473,978 50% 2020-03-31
BerganKDV Wealth Management, LLC 236,744 42,377 459% 2020-03-31
Icon Wealth Partners, LLC 236,711 225,213 5% 2020-03-31
SENTINEL TRUST CO LBA 236,569 510,149 54% 2020-03-31
Brookstone Capital Management 235,871 268,183 12% 2020-03-31
COLONY GROUP LLC 234,880 296,200 21% 2020-03-31
Steel Peak Wealth Management LLC 234,642 0 New Buy 2020-03-31
UMA Financial Services, Inc. 232,585 253,050 8% 2020-03-31
Lineweaver Wealth Advisors, LLC 232,372 229,319 1% 2020-03-31
BLAIR WILLIAM & CO/IL 230,180 416,436 45% 2020-03-31
HPM Partners LLC 229,939 274,942 16% 2020-03-31
Ancora Advisors, LLC 229,791 0 New Buy 2020-03-31
Venture Visionary Partners LLC 223,398 231,523 4% 2020-03-31
AE Wealth Management LLC 221,094 370,254 40% 2020-03-31
Stone House Investment Management, LLC 217,253 167,574 30% 2020-03-31
Sigma Planning Corp 216,271 218,353 1% 2020-03-31
MASON STREET ADVISORS LLC 215,600 60,600 256% 2020-03-31
FIRST NATIONAL TRUST CO 215,425 259,753 17% 2020-03-31
Veracity Capital LLC 215,211 0 New Buy 2020-03-31
ASPIRIANT, LLC 212,982 204,163 4% 2020-03-31
Affinity Capital Advisors, LLC 210,372 0 New Buy 2020-03-31
Argent Trust Co 209,777 200,439 5% 2020-03-31
Main Management LLC 209,183 69,884 199% 2020-03-31
Argent Wealth Management LLC 208,077 210,801 1% 2020-03-31
CITIGROUP INC 207,923 272,849 24% 2020-03-31
SIGMA INVESTMENT COUNSELORS INC 206,634 129,106 60% 2020-03-31
CUTLER INVESTMENT COUNSEL LLC 203,309 201,126 1% 2020-03-31
Mountain Capital Investment Advisors, Inc 201,039 249,376 19% 2020-03-31
DAVIDSON INVESTMENT ADVISORS 198,084 197,280 0% 2020-03-31
Spectrum Management Group, Inc. 197,925 5,402 3,564% 2020-03-31
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 197,309 91,064 117% 2020-03-31
Wealth Architects, LLC 195,201 72,989 167% 2020-03-31
Beacon Pointe Advisors, LLC 191,507 96,667 98% 2020-03-31
Capital Advantage, Inc. 189,595 187,346 1% 2020-03-31
Stokes Family Office, LLC 185,304 169,634 9% 2020-03-31
MACQUARIE GROUP LTD 185,075 185,075 No Change 2020-03-31
Independent Order of Foresters 185,075 185,075 No Change 2020-03-31
GRIMES & COMPANY, INC. 183,563 1,061,129 83% 2020-03-31
LPWM LLC 182,145 211,407 14% 2020-03-31
BLB&B Advisors, LLC 181,767 38,140 377% 2020-03-31
WASHINGTON TRUST CO 175,992 184,834 5% 2020-03-31
Sugarloaf Wealth Management, LLC 175,284 150,755 16% 2020-03-31
LWS Wealth Advisors, Inc. 174,917 208,785 16% 2020-03-31
Fairhaven Wealth Management, LLC 172,932 162,845 6% 2020-03-31
Alera Investment Advisors, LLC 172,858 0 New Buy 2020-03-31
Rafferty Asset Management, LLC 169,004 213,979 21% 2020-03-31
HERITAGE INVESTORS MANAGEMENT CORP 168,889 170,195 1% 2020-03-31
Towercrest Capital Management 166,079 205,149 19% 2020-03-31
National Asset Management, Inc. 165,953 187,081 11% 2020-03-31
SAGE RHINO CAPITAL LLC 165,457 165,400 0% 2020-03-31
MEEDER ASSET MANAGEMENT INC 58,023 58,023 No Change 2020-03-31
Independence Wealth Advisors, Inc. 162,721 168,419 3% 2020-03-31
Asset Dedication, LLC 162,643 108,131 50% 2020-03-31
LCNB CORP 160,528 169,210 5% 2020-03-31
Yale Capital CORP 160,310 44,287 262% 2020-03-31
Sharkey, Howes & Javer 158,244 122,519 29% 2020-03-31
MA Private Wealth 156,822 151,828 3% 2020-03-31
Monument Capital Management 156,474 158,218 1% 2020-03-31
Parallel Advisors, LLC 155,584 269,722 42% 2020-03-31
PACIFIC CAPITAL WEALTH ADVISORS, INC 155,300 133,319 16% 2020-03-31
HANCOCK HOLDING CO 154,024 53,743 187% 2020-03-31
Wela Strategies, LLC 153,589 210,872 27% 2020-03-31
Global Strategic Investment Solutions, LLC 0 27,883 Sold Out 2020-03-31
Investure LLC 152,796 134,996 13% 2020-03-31
Hanlon Investment Management, Inc. 152,221 134,625 13% 2020-03-31
Brickley Wealth Management 150,880 130,977 15% 2020-03-31
Guidance Point Advisors, LLC 149,137 154,306 3% 2020-03-31
FormulaFolio Investments, LLC 148,951 669,621 78% 2020-03-31
COMMERCE BANK N A/MO 146,799 144,971 1% 2020-03-31
GOFEN & GLOSSBERG LLC /IL/ 146,496 141,907 3% 2020-03-31
BAILARD, INC. 146,398 148,929 2% 2020-03-31
PLANNING ALTERNATIVES LTD /ADV 144,972 130,374 11% 2020-03-31
GYL FINANCIAL SYNERGIES, LLC 144,514 172,741 16% 2020-03-31
SPINNAKER TRUST 144,402 164,881 12% 2020-03-31
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 144,080 28,361 408% 2020-03-31
Regent Peak Wealth Advisors LLC 143,499 135,860 6% 2020-03-31
Sullivan, Bruyette, Speros & Blaney, Inc. 139,735 0 New Buy 2020-03-31
CONNING Asset Management Co. 139,565 87,380 60% 2020-03-31
PROEQUITIES, INC. 137,627 105,548 30% 2020-03-31
Archetype Wealth Partners, LLC 137,068 85,804 60% 2020-03-31
Summit X, LLC 136,676 116,441 17% 2020-03-31
Burns Wealth Management, Inc. 134,667 114,085 18% 2020-03-31
BOYS ARNOLD & CO INC 132,709 140,069 5% 2020-03-31
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 132,148 110,391 20% 2020-03-31
Parkside Investments, LLC 132,013 284,210 54% 2020-03-31
DOHJ, LLC 131,407 126,240 4% 2020-03-31
OLD NATIONAL BANCORP /IN/ 130,357 123,646 5% 2020-03-31
Harbour Capital Advisors, LLC 126,947 121,912 4% 2020-03-31
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 126,745 122,925 3% 2020-03-31
Parcion Private Wealth LLC 126,506 714,405 82% 2020-03-31
LGL PARTNERS, LLC 125,104 175,966 29% 2020-03-31
Legacy Financial Advisors, Inc. 123,384 47,643 159% 2020-03-31
Drexel Morgan & Co. 122,327 94,607 29% 2020-03-31
Fundamentun, LLC 122,173 167,322 27% 2020-03-31
Merriman Wealth Management, LLC 120,786 192,091 37% 2020-03-31
Valeo Financial Advisors, LLC 118,385 103,159 15% 2020-03-31
Hartland & Co., LLC 118,290 85,532 38% 2020-03-31
First Command Bank 117,487 13,352 780% 2020-03-31
First Command Financial Services, Inc. 117,487 13,352 780% 2020-03-31
Montecito Bank & Trust 117,090 148,137 21% 2020-03-31
LVZ Advisors, Inc. 117,083 351,964 67% 2020-03-31
Altavista Wealth Management, Inc. 116,956 0 New Buy 2020-03-31
Shoker Investment Counsel, Inc. 116,376 98,445 18% 2020-03-31
WEBSTER BANK, N. A. 115,804 118,521 2% 2020-03-31
Smith & Howard Wealth Management, LLC 115,486 121,614 5% 2020-03-31
Coconut Grove Bank 114,617 83,817 37% 2020-03-31
Financial Advocates Investment Management 114,445 122,048 6% 2020-03-31
C-J Advisory, Inc 114,085 132,882 14% 2020-03-31
Johnson Financial Group, Inc. 112,928 73,104 54% 2020-03-31
BP WEALTH MANAGEMENT, LLC 110,805 157,956 30% 2020-03-31
Impax Asset Management Group plc 109,923 120,459 9% 2020-03-31
Rossmore Private Capital 108,998 162,865 33% 2020-03-31
FAMILY CAPITAL TRUST CO., NA 108,948 107,018 2% 2020-03-31
Tortoise Investment Management, LLC 108,947 112,662 3% 2020-03-31
Crescent Grove Advisors, LLC 108,914 111,747 3% 2020-03-31
CVA Family Office, LLC 108,762 121,954 11% 2020-03-31
Cypress Wealth Services, LLC 108,159 101,648 6% 2020-03-31
Asset Planning Services, Ltd. 106,406 100,812 6% 2020-03-31
HARRELL INVESTMENT PARTNERS, LLC 106,366 103,694 3% 2020-03-31
Cetera Investment Advisers 106,315 115,863 8% 2020-03-31
TOMPKINS FINANCIAL CORP 105,675 102,357 3% 2020-03-31
Bogart Wealth, LLC 105,498 80,335 31% 2020-03-31
DAVENPORT & CO LLC 105,216 89,766 17% 2020-03-31
Lowe fs, LLC 103,732 105,227 1% 2020-03-31
CAPTRUST FINANCIAL ADVISORS 103,597 0 New Buy 2020-03-31
INVESTMENT PARTNERS LTD /OH/ /ADV 103,266 26,883 284% 2020-03-31
Day & Ennis, LLC 103,138 107,022 4% 2020-03-31
Pathstone Family Office, LLC 103,112 346,525 70% 2020-03-31
Waldron, LP 102,472 0 New Buy 2020-03-31
Westside Investment Management, Inc. 3,800 0 New Buy 2020-03-31
Country Club Trust Company, n.a. 101,889 233,651 56% 2020-03-31
Argent Advisors, Inc. 101,787 143,491 29% 2020-03-31
Allen Investment Management LLC 100,606 100,606 No Change 2020-03-31
Titus Wealth Management 100,605 100,913 0% 2020-03-31
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 100,501 107,001 6% 2020-03-31
GLENMEDE TRUST CO NA 99,156 99,156 No Change 2020-03-31
SPC Financial, Inc. 98,805 462,786 79% 2020-03-31
Strategic Wealth Advisors Group,Inc. 98,330 83,656 18% 2020-03-31
FARR MILLER & WASHINGTON LLC/DC 97,820 96,944 1% 2020-03-31
PINNACLE FINANCIAL PARTNERS INC 97,768 127,334 23% 2020-03-31
FINANCIAL COUNSELORS INC 97,698 100,201 2% 2020-03-31
Personal Resources Investment & Strategic Management, Inc. 97,445 0 New Buy 2020-03-31
Global Wealth Management Investment Advisory, Inc. 95,247 81,292 17% 2020-03-31
TRUEWEALTH LLC 93,877 62,634 50% 2020-03-31
Nachman Norwood & Parrott, Inc 92,974 0 New Buy 2020-03-31
Resonant Capital Advisors, LLC 92,917 68,872 35% 2020-03-31
RFG Advisory Group, LLC 92,874 91,538 1% 2020-03-31
Element Wealth, LLC 92,541 87,077 6% 2020-03-31
Pensionmark Financial Group, LLC 92,429 92,526 0% 2020-03-31
HYA Advisors, Inc 91,824 0 New Buy 2020-03-31
MIRSKY FINANCIAL MANAGEMENT CORP. 89,957 74,940 20% 2020-03-31
Sowell Financial Services LLC 89,589 60,142 49% 2020-03-31
Baltimore-Washington Financial Advisors, Inc. 89,402 93,632 5% 2020-03-31
ASSOCIATED BANC-CORP 89,234 60,668 47% 2020-03-31
VIRIDIAN RIA, LLC 88,768 85,772 3% 2020-03-31
Sailer Financial LLC 88,540 170,595 48% 2020-03-31
LIBERTY WEALTH MANAGEMENT LLC 87,988 58,938 49% 2020-03-31
LifePlan Financial Group, Inc 87,948 88,610 1% 2020-03-31
MYCIO WEALTH PARTNERS, LLC 86,370 1,105,025 92% 2020-03-31
Bernardo Wealth Planning LLC 85,974 11,247 664% 2020-03-31
IHT Wealth Management, LLC 85,526 83,712 2% 2020-03-31
Armbruster Capital Management, Inc. 84,445 122,780 31% 2020-03-31
Klingman & Associates, LLC 84,184 0 New Buy 2020-03-31
BCS Wealth Management 83,215 83,215 No Change 2020-03-31
Next Capital Management LLC 83,140 83,140 No Change 2020-03-31
SILVERCREST ASSET MANAGEMENT GROUP LLC 81,565 93,370 13% 2020-03-31
NewFocus Financial Group, LLC 81,280 109,294 26% 2020-03-31
LINCOLN NATIONAL CORP 80,536 80,041 1% 2020-03-31
M Holdings Securities, Inc. 79,937 0 New Buy 2020-03-31
Busey Trust CO 79,227 83,128 5% 2020-03-31
Silicon Hills Wealth Management, LLC 79,150 5 1,582,900% 2020-03-31
Windsor Group LTD 78,540 83,621 6% 2020-03-31
IFP Advisors, Inc 78,507 92,208 15% 2020-03-31
Peak Financial Management, Inc. 78,398 74,607 5% 2020-03-31
Maltin Wealth Management, Inc. 77,143 84,444 9% 2020-03-31
Lee Financial CORP 76,037 78,849 4% 2020-03-31
AMERICAN CENTURY COMPANIES INC 75,900 66,200 15% 2020-03-31
Clearshares LLC 75,723 73,807 3% 2020-03-31
Emerald Investment Partners, LLC 74,685 67,565 11% 2020-03-31
Fusion Family Wealth LLC 74,106 33,917 118% 2020-03-31
CABOT MONEY MANAGEMENT INC 73,791 66,175 12% 2020-03-31
RPG Investment Advisory, LLC 73,609 72,803 1% 2020-03-31
Concorde Asset Management, LLC 0 67,739 Sold Out 2020-03-31
PEOPLES BANK NATIONAL ASSOCIATION 72,910 69,217 5% 2020-03-31
tru Independence LLC 950 0 New Buy 2020-03-31
Patriot Investment Management Inc. 72,156 12,080 497% 2020-03-31
Single Point Partners, LLC 72,119 74,578 3% 2020-03-31
Baystate Wealth Management LLC 71,598 89,104 20% 2020-03-31
Avondale Wealth Management 71,250 88,645 20% 2020-03-31
Allianz Asset Management AG 71,126 69,907 2% 2020-03-31
Buckingham Asset Management, LLC 70,144 5,104 1,274% 2020-03-31
CIM INVESTMENT MANGEMENT INC 69,835 69,835 No Change 2020-03-31
Integrated Advisors Network LLC 69,217 65,156 6% 2020-03-31
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 69,130 149,048 54% 2020-03-31
NEXT Financial Group, Inc 69,115 57,439 20% 2020-03-31
FRONT BARNETT ASSOCIATES LLC 68,275 65,165 5% 2020-03-31
FIFTH THIRD SECURITIES, INC. 66,792 0 New Buy 2020-03-31
Peninsula Wealth, LLC 65,600 0 New Buy 2020-03-31
Kerntke Otto McGlone Wealth Management Group 65,191 57,736 13% 2020-03-31
Milestone Group, Inc. 65,182 35,873 82% 2020-03-31
Roble, Belko & Company, Inc 64,805 17,242 276% 2020-03-31
Mackey Komara & Dankovich, LLC 64,601 66,719 3% 2020-03-31
KMG FIDUCIARY PARTNERS, LLC 64,010 0 New Buy 2020-03-31
Beacon Harbor Wealth Advisors, Inc. 63,851 63,920 0% 2020-03-31
Kovack Advisors, Inc. 62,360 43,166 44% 2020-03-31
FIDUCIARY TRUST CO 62,177 25,220 147% 2020-03-31
Plancorp, LLC 62,065 0 New Buy 2020-03-31
FIRST TRUST ADVISORS LP 61,906 73,622 16% 2020-03-31
TRUST CO OF VIRGINIA /VA 61,839 62,004 0% 2020-03-31
AdvisorNet Financial, Inc 61,495 82,463 25% 2020-03-31
Copperleaf Capital, LLC 61,399 78,250 22% 2020-03-31
WAGNER CAPITAL MANAGEMENT CORP 61,006 51,566 18% 2020-03-31
Mount Yale Investment Advisors, LLC 60,275 51,183 18% 2020-03-31
SYNOVUS FINANCIAL CORP 60,238 30,032 101% 2020-03-31
Hefren-Tillotson, Inc. 59,822 159,023 62% 2020-03-31
Baldrige Asset Management LLC 58,919 58,636 0% 2020-03-31
Patton Albertson & Miller, LLC 58,534 81,579 28% 2020-03-31
Soltis Investment Advisors LLC 58,300 67,173 13% 2020-03-31
Bay Harbor Wealth Management, LLC 57,974 44,089 31% 2020-03-31
Marietta Wealth Management, LLC 57,930 58,837 2% 2020-03-31
Providence Capital Advisors, LLC 57,668 51,149 13% 2020-03-31
55I, LLC 0 119,205 Sold Out 2020-03-31
Southern Wealth Management, LLP 56,892 0 New Buy 2020-03-31
Parsec Financial Management, Inc. 56,509 90,544 38% 2020-03-31
Wade Financial Advisory, Inc 56,503 6,825 728% 2020-03-31
Petix & Botte Co 56,243 66,435 15% 2020-03-31
IndexIQ Advisors LLC 55,541 196,476 72% 2020-03-31
One Capital Management, LLC 54,583 8,478 544% 2020-03-31
CLEAR INVESTMENT RESEARCH, LLC 54,177 52,232 4% 2020-03-31
180 WEALTH ADVISORS, LLC 54,001 53,006 2% 2020-03-31
Epstein & White Financial LLC 53,715 0 New Buy 2020-03-31
DAVIDSON D A & CO 52,514 74,213 29% 2020-03-31
Hoover Financial Advisors, Inc. 51,166 0 New Buy 2020-03-31
Susquehanna International Group, LLP 50,900 696,989 93% 2020-03-31
DEUTSCHE BANK AG 50,473 22,848 121% 2020-03-31
MERCER GLOBAL ADVISORS INC /ADV 49,761 63,424 22% 2020-03-31
MOODY NATIONAL BANK TRUST DIVISION 49,685 45,130 10% 2020-03-31
BOSTON RESEARCH & MANAGEMENT INC 49,533 61,342 19% 2020-03-31
KANAWHA CAPITAL MANAGEMENT LLC 49,300 50,475 2% 2020-03-31
BEACON FINANCIAL GROUP 49,043 49,043 No Change 2020-03-31
CAHABA WEALTH MANAGEMENT, INC. 48,827 27,842 75% 2020-03-31
LAZARD ASSET MANAGEMENT LLC 48,797 92,767 47% 2020-03-31
BESSEMER GROUP INC 48,215 49,222 2% 2020-03-31
Paracle Advisors, LLC 48,012 52,797 9% 2020-03-31
SMITH SHELLNUT WILSON LLC /ADV 47,589 41,028 16% 2020-03-31
ISLAY CAPITAL MANAGEMENT, LLC 47,379 487 9,629% 2020-03-31
Hubbell Strickland Wealth Management, LLC 47,134 50,274 6% 2020-03-31
PENINSULA ASSET MANAGEMENT INC 46,692 45,274 3% 2020-03-31
Jackson Hole Capital Partners, LLC 46,451 44,142 5% 2020-03-31
Relyea Zuckerberg Hanson LLC 46,285 0 New Buy 2020-03-31
SVB Wealth Advisory, Inc. 46,241 56,482 18% 2020-03-31
Wealth Quarterback LLC 46,001 0 New Buy 2020-03-31
Heritage Trust Co 45,745 54,076 15% 2020-03-31
Smith, Salley & Associates 7,801 7,482 4% 2020-03-31
Columbus Macro, LLC 45,318 45,174 0% 2020-03-31
Colonial Asset Management, Inc. 45,256 103,678 56% 2020-03-31
Portland Global Advisors LLC 45,232 35,701 27% 2020-03-31
Financial Advisory Service, Inc. 45,201 48,853 7% 2020-03-31
Wharton Business Group, LLC 45,067 326,237 86% 2020-03-31
Pembroke Management, LTD 44,867 29,112 54% 2020-03-31
Van Hulzen Asset Management, LLC 44,846 14,373 212% 2020-03-31
Omega Financial Group, LLC 44,334 19,248 130% 2020-03-31
Union Bankshares Corp 42,981 0 New Buy 2020-03-31
Capital Financial Planning, LLC 42,858 54,955 22% 2020-03-31
Robertson Stephens Wealth Management, LLC 42,619 3,884 997% 2020-03-31
FLC Capital Advisors 42,544 40,975 4% 2020-03-31
Beirne Wealth Consulting Services, LLC 42,020 48,082 13% 2020-03-31
Global Financial Private Capital, LLC 41,956 39,015 8% 2020-03-31
FIRST UNITED BANK TRUST/ 41,693 25,472 64% 2020-03-31
BlueSky Wealth Advisors, LLC 41,615 44,915 7% 2020-03-31
Diversified Trust Co 40,919 30,701 33% 2020-03-31
Good Life Advisors, LLC 40,293 50,292 20% 2020-03-31
Atlantic Trust Group, LLC 39,701 41,769 5% 2020-03-31
Ariel Capital Advisors, LLC 39,585 32,965 20% 2020-03-31
MANAGED ACCOUNT SERVICES INC 39,459 25,975 52% 2020-03-31
INTL FCSTONE INC. 38,988 58,292 33% 2020-03-31
FDx Advisors, Inc. 38,932 276,783 86% 2020-03-31
CCG WEALTH MANAGEMENT, LLC 38,621 73,612 48% 2020-03-31
PagnatoKarp Partners LLC 37,916 40,642 7% 2020-03-31
Evercore Wealth Management, LLC 37,822 25,460 49% 2020-03-31
InterOcean Capital, LLC 37,573 138,646 73% 2020-03-31
Fiduciary Group LLC 37,572 38,772 3% 2020-03-31
HARBOR INVESTMENT ADVISORY, LLC 37,216 39,496 6% 2020-03-31
BRYN MAWR TRUST CO/PA 37,020 0 New Buy 2020-03-31
Summit Trail Advisors, LLC 36,727 3,227 1,038% 2020-03-31
Covenant Multifamily Offices, LLC 36,707 159,515 77% 2020-03-31
First Citizens Financial Corp 36,696 31,525 16% 2020-03-31
Glenview Trust Co 36,691 48,221 24% 2020-03-31
People's United Financial, Inc. 36,353 34,153 6% 2020-03-31
KDI CAPITAL PARTNERS LLC 36,083 30,845 17% 2020-03-31
Hirtle Callaghan & Co Inc 35,801 269 13,209% 2020-03-31
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 17,623 54,436 68% 2020-03-31
Dorsey & Whitney Trust CO LLC 34,389 25,371 36% 2020-03-31
Veritable, L.P. 33,315 29,290 14% 2020-03-31
JUMP TRADING, LLC 33,257 112,500 70% 2020-03-31
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 33,209 0 New Buy 2020-03-31
Western Wealth Management, LLC 33,206 23,042 44% 2020-03-31
North Star Investment Management Corp. 33,141 31,771 4% 2020-03-31
PRIVATE TRUST CO NA 33,078 49,728 33% 2020-03-31
Gresham Partners, LLC 2,254 0 New Buy 2020-03-31
DIVERGENT WEALTH ADVISORS, LLC 32,370 17,175 88% 2020-03-31
QUEST CAPITAL MANAGEMENT INC /ADV 32,268 34,472 6% 2020-03-31
Apollon Wealth Management, LLC 32,264 0 New Buy 2020-03-31
TIEDEMANN WEALTH MANAGEMENT, LLC 31,859 37,793 16% 2020-03-31
Koshinski Asset Management, Inc. 31,673 52,748 40% 2020-03-31
Global Trust Asset Management, LLC 31,506 28,026 12% 2020-03-31
WAYNE HUMMER INVESTMENTS L.L.C. 31,443 32,042 2% 2020-03-31
Columbia Trust Co 01012016 0 55,899 Sold Out 2020-03-31
THOROUGHBRED FINANCIAL SERVICES, LLC 31,319 31,069 1% 2020-03-31
Vestcor Investment Management Corp 31,300 23,200 35% 2020-03-31
Aveo Capital Partners, LLC 30,722 27,862 10% 2020-03-31
ERn Financial, LLC 30,702 0 New Buy 2020-03-31
Warren Averett Asset Management, LLC 30,554 25,366 20% 2020-03-31
Savant Capital Management Inc 30,475 45,728 33% 2020-03-31
HALLMARK CAPITAL MANAGEMENT INC 30,069 23,265 29% 2020-03-31
KWMG, LLC 29,966 27,569 9% 2020-03-31
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 29,668 30,444 3% 2020-03-31
CORBETT ROAD CAPITAL MANAGEMENT, LLC 29,611 32,898 10% 2020-03-31
Burt Wealth Advisors 29,318 1,361 2,054% 2020-03-31
Stratford Consulting, LLC 28,994 0 New Buy 2020-03-31
LEVEL FOUR ADVISORY SERVICES, LLC 28,686 30,803 7% 2020-03-31
ROPES WEALTH ADVISORS LLC 28,220 28,220 No Change 2020-03-31
Patten Group, Inc. 28,169 32,917 14% 2020-03-31
Capital Investment Advisors, LLC 28,049 29,300 4% 2020-03-31
Evanson Asset Management, LLC 27,794 27,794 No Change 2020-03-31
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 27,690 30,530 9% 2020-03-31
Great Point Wealth Advisors, LLC 27,618 56,413 51% 2020-03-31
Sontag Advisory, LLC 27,583 0 New Buy 2020-03-31
Kingsview Wealth Management, LLC 27,498 0 New Buy 2020-03-31
Litman Gregory Asset Management LLC 27,300 45 60,567% 2020-03-31
Independent Advisor Alliance 0 586,117 Sold Out 2020-03-31
HUNTINGTON NATIONAL BANK 26,657 12,254 118% 2020-03-31
BRONFMAN E.L. ROTHSCHILD, L.P. 26,616 21,454 24% 2020-03-31
Stratos Wealth Advisors, LLC 26,602 30,044 11% 2020-03-31
CANTOR FITZGERALD INVESTMENT ADVISER L.P. 26,181 193,896 86% 2020-03-31
TIEMANN INVESTMENT ADVISORS, LLC 25,665 18,374 40% 2020-03-31
MASSMUTUAL TRUST CO FSB/ADV 25,239 0 New Buy 2020-03-31
MATHER GROUP, INC. 25,174 31,960 21% 2020-03-31
Vestmark Advisory Solutions, Inc. 24,799 44,143 44% 2020-03-31
Parisi Gray Wealth Management 24,775 31,054 20% 2020-03-31
One Wealth Advisors, LLC 24,769 0 New Buy 2020-03-31
Princeton Global Asset Management LLC 24,073 2,561 840% 2020-03-31
Patriot Financial Group Insurance Agency, LLC 24,058 21,778 10% 2020-03-31
Dynamic Advisors Solutions LLC 24,054 28,519 16% 2020-03-31
Capital Advisors, Ltd. LLC 23,972 20,677 16% 2020-03-31
TL Private Wealth 23,841 43,533 45% 2020-03-31
Advisory Resource Group 23,465 19,869 18% 2020-03-31
Sound Financial Strategies Group, LLC 23,437 23,820 2% 2020-03-31
HC FINANCIAL ADVISORS INC 23,314 24,697 6% 2020-03-31
MAGNOLIA CAPITAL ADVISORS LLC 23,261 21,853 6% 2020-03-31
TEXAS CAPITAL BANCSHARES INC/TX 23,132 107,473 78% 2020-03-31
Adviser Investments LLC 23,007 216,549 89% 2020-03-31
Personal Wealth Partners 22,886 31,781 28% 2020-03-31
SevenBridge Financial Group, LLC 22,623 24,501 8% 2020-03-31
INSIGHT 2811, INC. 22,537 23,066 2% 2020-03-31
Csenge Advisory Group 22,508 20,111 12% 2020-03-31
Strategic Financial Group, LLC 21,941 21,933 0% 2020-03-31
King Wealth Management Group, LLC 21,693 29,612 27% 2020-03-31
Homrich & Berg 21,590 19,789 9% 2020-03-31
Bigelow Investment Advisors, LLC 21,510 22,733 5% 2020-03-31
PrairieView Partners, LLC 21,494 27,654 22% 2020-03-31
Private Capital Group, LLC 21,365 14,179 51% 2020-03-31
HOWE & RUSLING INC 21,361 19,419 10% 2020-03-31
Williams Jones Wealth Management, LLC. 21,040 133,363 84% 2020-03-31
JNB Advisors LLC 20,857 0 New Buy 2020-03-31
Black Diamond Financial, LLC 20,852 8,166 155% 2020-03-31
Sound View Wealth Advisors Group, LLC 20,773 27,452 24% 2020-03-31
STRATEGY ASSET MANAGERS LLC 20,554 7,751 165% 2020-03-31
BLUESTEIN R H & CO 20,295 23,466 14% 2020-03-31
ETF Portfolio Partners, Inc. 20,031 20,292 1% 2020-03-31
JOHNSON INVESTMENT COUNSEL INC 20,013 23,828 16% 2020-03-31
Vivaldi Capital Management, LLC 19,999 24,374 18% 2020-03-31
Keystone Financial Group 19,939 19,939 No Change 2020-03-31
NISA INVESTMENT ADVISORS L L C 19,800 19,520 1% 2020-03-31
NORTHWEST WEALTH MANAGEMENT, LLC 19,764 8,306 138% 2020-03-31
PFG Advisors 19,672 32,568 40% 2020-03-31
9258 Wealth Management, LLC 19,569 0 New Buy 2020-03-31
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 19,384 49,955 61% 2020-03-31
WSFS CAPITAL MANAGEMENT, LLC 19,109 17,348 10% 2020-03-31
CREDIT SUISSE/ 18,918 26,687 29% 2020-03-31
Calamos Wealth Management LLC 18,891 72,386 74% 2020-03-31
Insight Wealth Strategies, LLC 18,806 27,859 32% 2020-03-31
Maxim Capital Management LLC 18,656 0 New Buy 2020-03-31
JFS WEALTH ADVISORS, LLC 18,646 22,262 16% 2020-03-31
Courage Miller Partners, LLC 18,519 17,522 6% 2020-03-31
St. Louis Trust Co 18,360 18,360 No Change 2020-03-31
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 18,342 21,013 13% 2020-03-31
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 18,193 10,151 79% 2020-03-31
W.G. Shaheen & Associates DBA Whitney & Co 18,191 18,980 4% 2020-03-31
Firestone Capital Management 18,113 25 72,352% 2020-03-31
OPPENHEIMER & CO INC 17,841 19,905 10% 2020-03-31
Resources Investment Advisors, Inc. 17,722 15,494 14% 2020-03-31
Twele Capital Management, Inc. 17,700 13,047 36% 2020-03-31
Essex Savings Bank 17,609 14,295 23% 2020-03-31
Lido Advisors, LLC 17,590 25,947 32% 2020-03-31
NewDay Solutions, LLC 17,554 66,610 74% 2020-03-31
Merit Financial Group, LLC 17,546 24,424 28% 2020-03-31
OmniStar Financial Group, Inc. 17,525 15,678 12% 2020-03-31
Brand Asset Management Group, Inc. 17,476 23,782 27% 2020-03-31
Chevy Chase Trust Holdings, Inc. 0 17,453 Sold Out 2020-03-31
HBK Sorce Advisory LLC 17,396 31,296 44% 2020-03-31
Quad-Cities Investment Group, LLC 17,366 15,562 12% 2020-03-31
Integrated Investment Consultants, LLC 17,285 0 New Buy 2020-03-31
Pathway Financial Advisors LLC 17,259 17,259 No Change 2020-03-31
ROCKLAND TRUST CO 17,122 17,746 4% 2020-03-31
Aprio Wealth Management, LLC 17,010 127,224 87% 2020-03-31
QUANTUM CAPITAL MANAGEMENT 16,885 18,099 7% 2020-03-31
STATE STREET CORP 16,876 16,147 5% 2020-03-31
Ford Financial Group, Inc. 16,817 16,489 2% 2020-03-31
Capital Square, LLC 16,662 15,389 8% 2020-03-31
New Capital Management LP 16,466 0 New Buy 2020-03-31
Financial Strategy Network, LLC 16,434 14,247 15% 2020-03-31
Blue Zone Wealth Advisors, LLC 16,141 0 New Buy 2020-03-31
CENTAURUS FINANCIAL, INC. 15,996 13,043 23% 2020-03-31
Gerber Kawasaki Wealth & Investment Management 15,749 75,977 79% 2020-03-31
Intellectus Partners, LLC 15,602 14,915 5% 2020-03-31
Fulcrum Capital LLC 15,553 481,515 97% 2020-03-31
V Wealth Management,LLC 7,303 19,024 62% 2020-03-31
Carlson Capital Management 15,320 0 New Buy 2020-03-31
Private Wealth Advisors, LLC 15,311 18,126 16% 2020-03-31
First Heartland Consultants, Inc. 15,250 14,068 8% 2020-03-31
LINCOLN CAPITAL CORP 15,240 0 New Buy 2020-03-31
OPPENHEIMER ASSET MANAGEMENT INC 15,063 13,370 13% 2020-03-31
SOL Capital Management CO 14,989 14,843 1% 2020-03-31
Haverford Financial Services, Inc. 14,910 14,910 No Change 2020-03-31
Godshalk Welsh Capital Management, Inc. 14,875 21,875 32% 2020-03-31
Lakeview Capital Partners, LLC 14,654 14,206 3% 2020-03-31
Roundview Capital LLC 14,640 10,126 45% 2020-03-31
Strategic Investment Advisors / MI 14,566 10,394 40% 2020-03-31
Bristlecone Advisors, LLC 14,520 0 New Buy 2020-03-31
Aspire Private Capital, LLC 14,492 11,900 22% 2020-03-31
CARY STREET PARTNER INVESTMENT ADVISORY LLC 14,242 28,219 50% 2020-03-31
Ellis Investment Partners, LLC 14,144 13,331 6% 2020-03-31
Prime Capital Investment Advisors, LLC 13,972 0 New Buy 2020-03-31
Cedar Brook Financial Partners, LLC 13,958 14,746 5% 2020-03-31
SIGNATUREFD, LLC 13,951 10,868 28% 2020-03-31
Lavaca Capital LLC 13,925 20,237 31% 2020-03-31
SMITH CAPITAL MANAGEMENT INC /AR/ADV 13,783 9,203 50% 2020-03-31
ARLINGTON PARTNERS LLC 13,650 13,904 2% 2020-03-31
ROBERTS GLORE & CO INC /IL/ 13,525 12,744 6% 2020-03-31
CPCM, LLC 13,508 0 New Buy 2020-03-31
Kathmere Capital Management, LLC 13,222 21,551 39% 2020-03-31
Carroll Financial Associates, Inc. 13,197 25,059 47% 2020-03-31
IFG Advisory, LLC 13,177 10,128 30% 2020-03-31
CA Family Wealth, LLC 13,081 10,464 25% 2020-03-31
Palisade Asset Management, LLC 12,988 5,832 123% 2020-03-31
CYPRESS CAPITAL MANAGEMENT LLC 12,835 11,685 10% 2020-03-31
BRADLEY FOSTER & SARGENT INC/CT 12,816 14,057 9% 2020-03-31
Cordasco Financial Network 12,664 13,878 9% 2020-03-31
Wealthcare Advisory Partners LLC 12,657 10,306 23% 2020-03-31
Gibraltar Capital Management, Inc. 12,604 14,661 14% 2020-03-31
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 12,318 21,649 43% 2020-03-31
Huber Financial Advisors, LLC 12,280 12,656 3% 2020-03-31
Beacon Financial Advisory LLC 12,045 18,192 34% 2020-03-31
CAPITAL CITY TRUST CO/FL 11,979 6,030 99% 2020-03-31
Perigon Wealth Management, LLC 11,876 4,160 185% 2020-03-31
WETHERBY ASSET MANAGEMENT INC 11,855 5,964 99% 2020-03-31
Jaffetilchin Investment Partners, LLC 11,824 34,741 66% 2020-03-31
Essex Financial Services, Inc. 11,714 0 New Buy 2020-03-31
Donald L. Hagan, LLC 11,649 9,385 24% 2020-03-31
MinichMacGregor Wealth Management, LLC 11,649 0 New Buy 2020-03-31
Quadrant Private Wealth Management, LLC 11,626 5,396 115% 2020-03-31
Mosaic Family Wealth, LLC 11,552 11,910 3% 2020-03-31
Perennial Investment Advisors, LLC 11,388 28,002 59% 2020-03-31
SADOFF INVESTMENT MANAGEMENT LLC 11,280 11,280 No Change 2020-03-31
HARDESTY CAPITAL MANAGEMENT CORP 11,270 11,304 0% 2020-03-31
WEDBUSH MORGAN SECURITIES INC 10,870 15,766 31% 2020-03-31
Blue Fin Capital, Inc. 10,745 13,460 20% 2020-03-31
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 10,687 8,592 24% 2020-03-31
Verdence Capital Advisors LLC 0 26,657 Sold Out 2020-03-31
Laurel Wealth Advisors LLC 10,477 8,956 17% 2020-03-31
DOWLING & YAHNKE INC 10,342 10,457 1% 2020-03-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 10,279 3,468 196% 2020-03-31
LEAVELL INVESTMENT MANAGEMENT, INC. 10,213 3,853 165% 2020-03-31
Pinnacle Wealth Planning Services, Inc. 10,208 0 New Buy 2020-03-31
BBR PARTNERS, LLC 10,197 0 New Buy 2020-03-31
Valmark Advisers, Inc. 10,095 9,540 6% 2020-03-31
JGP Wealth Management, LLC 10,075 8,701 16% 2020-03-31
CAPITAL WEALTH MANAGEMENT, LLC 10,069 6,388 58% 2020-03-31
Independence Bank of Kentucky 10,025 11,775 15% 2020-03-31
Lantz Financial LLC 9,747 8,688 12% 2020-03-31
Secure Asset Management, LLC 9,514 8,514 12% 2020-03-31
Schneider Downs Wealth Management Advisors, LP 9,458 6,934 36% 2020-03-31
TRANSCEND WEALTH COLLECTIVE, LLC 9,293 23,962 61% 2020-03-31
CULLEN FROST BANKERS INC 9,278 10,439 11% 2020-03-31
Fisher Asset Management, LLC(Kenneth L. Fisher) 9,249 38,626 76% 2020-03-31
Advisory Alpha, LLC 9,183 6,474 42% 2020-03-31
Sequoia Financial Advisors, LLC 9,113 23,851 62% 2020-03-31
CRA Financial Services, LLC 9,083 6,320 44% 2020-03-31
Keudell/Morrison Wealth Management 9,053 53,289 83% 2020-03-31
Actinver Wealth Management, Inc. 9,040 15,415 41% 2020-03-31
NBT BANK N A /NY 8,978 0 New Buy 2020-03-31
KCS Wealth Advisory 8,949 3,563 151% 2020-03-31
StrongBox Wealth, LLC 8,888 0 New Buy 2020-03-31
PARSONS CAPITAL MANAGEMENT INC/RI 8,838 10,426 15% 2020-03-31
Comprehensive Portfolio Management, LLC 8,829 20,254 56% 2020-03-31
ANCHOR CAPITAL ADVISORS INC 8,767 8,767 No Change 2020-03-31
RVW Wealth, LLC 8,511 50,139 83% 2020-03-31
LOGAN CAPITAL MANAGEMENT INC 8,454 8,537 1% 2020-03-31
Strategic Wealth Partners, Ltd. 8,396 8,396 No Change 2020-03-31
Empirical Financial Services, LLC 8,377 10,642 21% 2020-03-31
VAUGHAN AND COMPANY SECURITIES, INC. 8,376 11,969 30% 2020-03-31
Brouwer & Janachowski, LLC 8,340 9,314 10% 2020-03-31
Schwab Charitable Fund 8,236 4,492 83% 2020-03-31
Eudaimonia Partners, LLC 8,236 0 New Buy 2020-03-31
Arete Wealth Advisors, LLC 8,176 8,633 5% 2020-03-31
GenTrust, LLC 8,002 8,702 8% 2020-03-31
Larson Financial Group LLC 7,932 9,215 14% 2020-03-31
Rock Creek Group, LP 7,928 8,383 5% 2020-03-31
Choate Investment Advisors 7,759 55,878 86% 2020-03-31
BANK OF THE WEST 7,736 7,169 8% 2020-03-31
Edge Wealth Management LLC 7,678 3,426 124% 2020-03-31
FineMark National Bank & Trust 7,641 7,641 No Change 2020-03-31
TRUEFG, LLC 7,600 8,669 12% 2020-03-31
PRINCIPAL FINANCIAL GROUP INC 7,503 6,982 7% 2020-03-31
Evensky & Katz, Inc. 7,488 2,782 169% 2020-03-31
Certified Advisory Corp 7,469 7,903 5% 2020-03-31
Paradigm Financial Partners, LLC 7,468 5,068 47% 2020-03-31
GOULD ASSET MANAGEMENT LLC /CA/ 7,385 9,333 21% 2020-03-31
KFA Private Wealth Group, LLC 7,258 6,548 11% 2020-03-31
ProVise Management Group, LLC 7,120 7,038 1% 2020-03-31
CONGRESS ASSET MANAGEMENT CO /MA 6,970 0 New Buy 2020-03-31
Savior LLC 6,930 7,406 6% 2020-03-31
BENJAMIN F. EDWARDS & COMPANY, INC. 6,911 46,174 85% 2020-03-31
JANE STREET GROUP, LLC 6,897 0 New Buy 2020-03-31
Aviance Capital Partners, LLC 6,815 17,817 62% 2020-03-31
BOSTON FAMILY OFFICE LLC 6,805 6,805 No Change 2020-03-31
BAINCO INTERNATIONAL INVESTORS 6,800 11,220 39% 2020-03-31
SeaCrest Wealth Management, LLC 6,779 6,723 1% 2020-03-31
PERSONAL CFO SOLUTIONS, LLC 6,776 4,982 36% 2020-03-31
Birch Hill Investment Advisors LLC 6,732 0 New Buy 2020-03-31
Inscription Capital, LLC 6,613 0 New Buy 2020-03-31
Oakmont Partners LLC 6,608 5,632 17% 2020-03-31
Tranquility Partners, LLC 6,602 8,107 19% 2020-03-31
Madison Asset Management, LLC 6,540 6,540 No Change 2020-03-31
Stolper Co 6,532 0 New Buy 2020-03-31
STEPHENS INC /AR/ 6,514 0 New Buy 2020-03-31
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 6,492 6,481 0% 2020-03-31
Cooper Financial Group 6,490 12,711 49% 2020-03-31
NAPLES GLOBAL ADVISORS, LLC 6,447 6,447 No Change 2020-03-31
ABSOLUTE INVESTMENT MANAGEMENT LLC 6,376 7,442 14% 2020-03-31
Coastal Investment Advisors, Inc. 6,356 5,790 10% 2020-03-31
PBMares Wealth Management LLC 6,181 7,505 18% 2020-03-31
Wealthsimple US, Ltd. 6,128 0 New Buy 2020-03-31
HARTFORD INVESTMENT MANAGEMENT CO 6,120 4,520 35% 2020-03-31
Alpha Omega Wealth Management LLC 6,118 5,693 7% 2020-03-31
Wellspring Financial Advisors, LLC 6,031 0 New Buy 2020-03-31
WESBANCO BANK INC 6,020 6,493 7% 2020-03-31
Windham Capital Management, LLC 6,000 255,624 98% 2020-03-31
Inlet Private Wealth, LLC 6,000 6,300 5% 2020-03-31
QUATTRO FINANCIAL ADVISORS LLC 5,814 4,689 24% 2020-03-31
ARKANSAS FINANCIAL GROUP, INC. 5,649 0 New Buy 2020-03-31
NorthCoast Asset Management LLC 5,635 5,429 4% 2020-03-31
FIRST NATIONAL CORP /MA/ /ADV 5,635 7,609 26% 2020-03-31
Partnervest Advisory Services LLC 5,560 14,276 61% 2020-03-31
We Are One Seven, LLC 5,539 10,311 46% 2020-03-31
Geller Family Office Services, LLC 5,435 0 New Buy 2020-03-31
McNamara Financial Services, Inc. 5,416 8,299 35% 2020-03-31
MorganRosel Wealth Management, LLC 5,400 5,400 No Change 2020-03-31
KORNITZER CAPITAL MANAGEMENT INC /KS 5,399 5,399 No Change 2020-03-31
Strategic Wealth Partners Group LLC 5,349 5,277 1% 2020-03-31
Madden Advisory Services, Inc. 5,341 4,523 18% 2020-03-31
Capital Directions Investment Advisors, LLC 5,315 4,005 33% 2020-03-31
AMERITAS INVESTMENT CORP 5,305 4,379 21% 2020-03-31
Stelac Advisory Services LLC 5,284 5,325 1% 2020-03-31
BOURGEON CAPITAL MANAGEMENT LLC 5,251 5,251 No Change 2020-03-31
CAMBRIDGE TRUST CO 5,155 6,968 26% 2020-03-31
Pinnacle Bank 5,144 2,356 118% 2020-03-31
Sandy Spring Bank 5,008 3,729 34% 2020-03-31
LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC 4,976 7,643 35% 2020-03-31
HighMark Wealth Management LLC 4,881 10,775 55% 2020-03-31
BRIGHTON JONES LLC 4,878 3,876 26% 2020-03-31
PLANNING DIRECTIONS INC 4,875 0 New Buy 2020-03-31
CONSOLIDATED PLANNING CORP 4,862 0 New Buy 2020-03-31
MITCHELL CAPITAL MANAGEMENT CO 4,824 4,824 No Change 2020-03-31
Carnegie Capital Asset Management, LLC 4,768 5,329 11% 2020-03-31
ROWLAND & CO INVESTMENT COUNSEL/ADV 4,758 0 New Buy 2020-03-31
CREATIVE FINANCIAL DESIGNS INC /ADV 4,740 2,575 84% 2020-03-31
Peterson Wealth Advisors, LLC 4,712 4,712 No Change 2020-03-31
APPLETON PARTNERS INC/MA 4,710 4,720 0% 2020-03-31
Capital Bank & Trust Co 4,695 15,846 70% 2020-03-31
CAROLINAS WEALTH CONSULTING LLC 4,621 0 New Buy 2020-03-31
DAVIS R M INC 4,582 5,602 18% 2020-03-31
Demars Financial Group, LLC 4,536 0 New Buy 2020-03-31
Wellesley Investment Partners, LLC 4,512 4,657 3% 2020-03-31
CAMDEN NATIONAL BANK 4,502 4,675 4% 2020-03-31
Radnor Capital Management, LLC 4,500 4,500 No Change 2020-03-31
SHINE INVESTMENT ADVISORY SERVICES INC 4,491 686 555% 2020-03-31
Lion Street Advisors, LLC 4,480 4,291 4% 2020-03-31
TSFG, LLC 4,393 6,989 37% 2020-03-31
Nikulski Financial, Inc. 4,377 8,642 49% 2020-03-31
Fortis Advisors, LLC 4,339 0 New Buy 2020-03-31
COURIER CAPITAL CORP 4,319 0 New Buy 2020-03-31
Emerson Wealth Management, LLC 4,171 100,663 96% 2020-03-31
Ascent Wealth Partners, LLC 4,169 3,848 8% 2020-03-31
EP Wealth Advisors, Inc. 4,096 0 New Buy 2020-03-31
Joel Isaacson & Co., LLC 4,085 0 New Buy 2020-03-31
BALLAST ADVISORS LLC 4,084 4,561 10% 2020-03-31
NICOLET BANKSHARES INC 4,075 0 New Buy 2020-03-31
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 4,075 3,658 11% 2020-03-31
S&T BANK/PA 4,064 0 New Buy 2020-03-31
Wolff Financial Management LLC 4,029 3,928 3% 2020-03-31
NICHOLS & PRATT ADVISERS LLP /MA 4,020 4,785 16% 2020-03-31
Lenox Wealth Management, Inc. 3,989 3,122 28% 2020-03-31
Osborn Rohs Williams & Donohoe Ltd 3,428 0 New Buy 2020-03-31
Investors Research Corp 3,252 94 3,360% 2020-03-31
FLAGSHIP HARBOR ADVISORS, LLC 3,205 2,558 25% 2020-03-31
Eqis Capital Management, Inc. 3,181 0 New Buy 2020-03-31
Golden State Wealth Management, LLC 3,147 0 New Buy 2020-03-31
WEST BANCORPORATION INC 3,008 3,008 No Change 2020-03-31
AUA CAPITAL MANAGEMENT, LLC 3,000 3,000 No Change 2020-03-31
Massey, Quick & Co., LLC 2,913 11,094 74% 2020-03-31
TORONTO DOMINION BANK 2,911 2,911 No Change 2020-03-31
PROFFITT & GOODSON INC 2,829 0 New Buy 2020-03-31
ACIMA PRIVATE WEALTH, LLC 2,819 5,083 45% 2020-03-31
CITY HOLDING CO 2,672 2,672 No Change 2020-03-31
Hanson McClain, Inc. 2,597 882 194% 2020-03-31
Rosenberg Matthew Hamilton 2,547 0 New Buy 2020-03-31
Ellevest, Inc. 2,544 1,004 153% 2020-03-31
MV Capital Management, Inc. 2,527 175,278 99% 2020-03-31
Financial Architects, Inc 2,521 2,155 17% 2020-03-31
MOTCO 2,450 2,450 No Change 2020-03-31
CX Institutional 2,292 0 New Buy 2020-03-31
Kistler-Tiffany Companies, LLC 1,987 1,987 No Change 2020-03-31
Archer Investment Corp 56 1,857 97% 2020-03-31
JNBA Financial Advisors 1,774 129 1,275% 2020-03-31
TRUSTCORE FINANCIAL SERVICES, LLC 1,751 1,628 8% 2020-03-31
RPg Family Wealth Advisory, LLC 1,637 1,637 No Change 2020-03-31
PITTENGER & ANDERSON INC 1,553 3,403 54% 2020-03-31
Family Management Corp 1,517 5,524 73% 2020-03-31
First Personal Financial Services 1,407 1,407 No Change 2020-03-31
CFM WEALTH PARTNERS LLC 1,323 1,323 No Change 2020-03-31
Timber Creek Capital Management LLC 1,285 1,285 No Change 2020-03-31
New England Investment & Retirement Group, Inc. 1,206 0 New Buy 2020-03-31
Parkside Financial Bank & Trust 1,184 1,144 3% 2020-03-31
DELTA ASSET MANAGEMENT LLC/TN 1,130 1,130 No Change 2020-03-31
Riggs Asset Managment Co. Inc. 1,116 102,403 99% 2020-03-31
Financial Gravity Wealth, Inc. 284 284 No Change 2020-03-31
OPTIMUM INVESTMENT ADVISORS 1,072 2,643 59% 2020-03-31
Allred Capital Management, LLC 1,067 0 New Buy 2020-03-31
Cliffwater LLC 1,036 1,036 No Change 2020-03-31
Capital Investment Advisory Services, LLC 1,027 7,845 87% 2020-03-31
Rocky Mountain Advisers, LLC 1,026 1,026 No Change 2020-03-31
QCI ASSET MANAGEMENT INC/NY 998 998 No Change 2020-03-31
Capital Asset Advisory Services LLC 960 7 13,614% 2020-03-31
Horan Securities, Inc. 901 13,875 94% 2020-03-31
Salomon & Ludwin, LLC 894 894 No Change 2020-03-31
Private Ocean, LLC 857 2,454 65% 2020-03-31
Barnett & Company, Inc. 850 2,215 62% 2020-03-31
EVOKE WEALTH, LLC 838 0 New Buy 2020-03-31
Gradient Investments LLC 835 1,072 22% 2020-03-31
D'Orazio & Associates, Inc. 800 800 No Change 2020-03-31
Selective Wealth Management 768 768 No Change 2020-03-31
HUNTINGTON ASSET ADVISORS, INC. 759 8,305 91% 2020-03-31
Lindbrook Capital, LLC 751 751 No Change 2020-03-31
HHM Wealth Advisors, LLC 742 0 New Buy 2020-03-31
Jacobi Capital Management LLC 723 579 25% 2020-03-31
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 703 1,203 42% 2020-03-31
Centerpoint Advisors, LLC 694 694 No Change 2020-03-31
EPG Wealth Management LLC 200 967 79% 2020-03-31
Cribstone Capital Management, LLC 650 3,050 79% 2020-03-31
NORTHERN OAK CAPITAL MANAGEMENT INC 622 0 New Buy 2020-03-31
Harwood Advisory Group, LLC 619 0 New Buy 2020-03-31
PIN OAK INVESTMENT ADVISORS INC 615 615 No Change 2020-03-31
First Washington CORP 590 590 No Change 2020-03-31
Weaver Consulting Group 587 982 40% 2020-03-31
OXFORD FINANCIAL GROUP LTD 557 0 New Buy 2020-03-31
THOMPSON SIEGEL & WALMSLEY LLC 554 554 No Change 2020-03-31
SECURITY NATIONAL TRUST CO 539 539 No Change 2020-03-31
Hudock Moyer Wealth Resources, LLC 512 1,435 64% 2020-03-31
Front Row Advisors LLC 511 456 12% 2020-03-31
Sterling Investment Advisors, Ltd. 500 1,742 71% 2020-03-31
Arkadios Wealth Advisors 463 0 New Buy 2020-03-31
Covington Capital Management 454 0 New Buy 2020-03-31
Stonebridge Capital Advisors LLC 429 429 No Change 2020-03-31
Pacifica Partners Inc. 400 206 94% 2020-03-31
TRUST CO OF VERMONT 393 293 34% 2020-03-31
Ironwood Wealth Management, llc 342 3,467 90% 2020-03-31
TD Capital Management LLC 340 5,247 94% 2020-03-31
AllSquare Wealth Management LLC 332 332 No Change 2020-03-31
Lake Point Wealth Management 329 329 No Change 2020-03-31
LS Investment Advisors, LLC 318 318 No Change 2020-03-31
Tradewinds Capital Management, LLC 312 0 New Buy 2020-03-31
Canton Hathaway, LLC 299 299 No Change 2020-03-31
Plante Moran Financial Advisors Ltd Partnership 288 1,209 76% 2020-03-31
Bedel Financial Consulting, Inc. 265 265 No Change 2020-03-31
TFO-TDC, LLC 250 500 50% 2020-03-31
MBE Wealth Management, LLC 192 0 New Buy 2020-03-31
Versant Capital Management, Inc 179 179 No Change 2020-03-31
TCI Wealth Advisors, Inc. 175 128 37% 2020-03-31
Stewardship Financial Advisors, LLC 170 572 70% 2020-03-31
S.A. Mason LLC 170 170 No Change 2020-03-31
VERUS CAPITAL PARTNERS, LLC 168 168 No Change 2020-03-31
First PREMIER Bank 164 164 No Change 2020-03-31
Key FInancial Inc 143 0 New Buy 2020-03-31
HORIZON BANCORP /IN/ 141 141 No Change 2020-03-31
SIMPLEX TRADING, LLC 138 0 New Buy 2020-03-31
Engrave Wealth Partners LLC 136 136 No Change 2020-03-31
Disciplined Investments, LLC 135 0 New Buy 2020-03-31
Red Door Wealth Management, LLC 134 30,043 100% 2020-03-31
Barrett Asset Management, LLC 128 128 No Change 2020-03-31
Royal Fund Management, LLC 54 0 New Buy 2020-03-31
STEPHENSON NATIONAL BANK & TRUST 125 5,093 98% 2020-03-31
Column Capital Advisors, LLC 118 1,373 91% 2020-03-31
FIRST MANHATTAN CO 106 106 No Change 2020-03-31
Carmichael Hill & Associates, Inc. 99 99 No Change 2020-03-31
Enterprise Trust & Investment Co 99 99 No Change 2020-03-31
Efficient Wealth Management LLC 95 0 New Buy 2020-03-31
Lloyd Advisory Services, LLC. 62 0 New Buy 2020-03-31
First Command Advisory Services, Inc. 58 27 115% 2020-03-31
JJJ Advisors Inc. 52 52 No Change 2020-03-31
Glassman Wealth Services 51 51 No Change 2020-03-31
Focused Wealth Management, Inc 44 0 New Buy 2020-03-31
Paragon Capital Management LLC 40 0 New Buy 2020-03-31
REILLY FINANCIAL ADVISORS, LLC 34 34 No Change 2020-03-31
Prestige Wealth Management Group LLC 34 91 63% 2020-03-31
MCMILLION CAPITAL MANAGEMENT INC 20 20 No Change 2020-03-31
Sound Income Strategies, LLC 20 112 82% 2020-03-31
Willingdon Wealth Management 17 1,113 98% 2020-03-31
WestEnd Advisors, LLC 14 41 66% 2020-03-31
FIRST AMERICAN TRUST CO 0 3,422 Sold Out 2020-03-31
BEESE FULMER INVESTMENT MANAGEMENT, INC. 0 3,974 Sold Out 2020-03-31
ELM ADVISORS, LLC 0 3,160 Sold Out 2020-03-31
CHARTER TRUST CO 0 6,387 Sold Out 2020-03-31
CULBERTSON A N & CO INC 0 3,769 Sold Out 2020-03-31
UNIVERSITY OF CHICAGO 0 175,371 Sold Out 2020-03-31
NORTHWEST INVESTMENT COUNSELORS, LLC 0 3,838 Sold Out 2020-03-31
OAKWOOD CAPITAL MANAGEMENT LLC/CA 0 3,091 Sold Out 2020-03-31
SCHMIDT P J INVESTMENT MANAGEMENT INC 0 5,667 Sold Out 2020-03-31
REGENTATLANTIC CAPITAL LLC 0 4,084 Sold Out 2020-03-31
PEAPACK GLADSTONE FINANCIAL CORP 0 10,007 Sold Out 2020-03-31
RMB Capital Management, LLC 0 5,962 Sold Out 2020-03-31
Gibson Capital Management, Ltd. 0 18,532 Sold Out 2020-03-31
CHESLEY TAFT & ASSOCIATES LLC/IL 0 46,425 Sold Out 2020-03-31
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0 312 Sold Out 2020-03-31
COMPTON CAPITAL MANAGEMENT INC /RI 0 3,290 Sold Out 2020-03-31
STALEY CAPITAL ADVISERS INC 0 7,919 Sold Out 2020-03-31
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0 5,413 Sold Out 2020-03-31
BAHL & GAYNOR INC 0 45,173 Sold Out 2020-03-31
KCM INVESTMENT ADVISORS LLC 0 3,189 Sold Out 2020-03-31
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 0 125 Sold Out 2020-03-31
Spears Abacus Advisors LLC 0 5,520 Sold Out 2020-03-31
Calamos Advisors LLC 0 3,884 Sold Out 2020-03-31
Beaumont Financial Partners, LLC 0 3,081 Sold Out 2020-03-31
Strategic Investment Advisors, Inc 0 231,189 Sold Out 2020-03-31
Clear Harbor Asset Management, LLC 0 375 Sold Out 2020-03-31
Financial Advisory Group 0 3,884 Sold Out 2020-03-31
Angeles Investment Advisors, LLC 0 3,290 Sold Out 2020-03-31
Private Wealth Advisors, Inc. 0 59,952 Sold Out 2020-03-31
Princeton Portfolio Strategies Group LLC 0 26,524 Sold Out 2020-03-31
Regal Investment Advisors, LLC 0 49,500 Sold Out 2020-03-31
Manchester Capital Management LLC 0 218 Sold Out 2020-03-31
Polaris Wealth Advisers, LLC 0 16,295 Sold Out 2020-03-31
Arbor Investment Advisors, LLC 0 4,096 Sold Out 2020-03-31
BBK Capital Partners, LLC 0 3,317 Sold Out 2020-03-31
Personal Capital Advisors Corp 0 5,398 Sold Out 2020-03-31
Oakworth Capital, Inc. 0 1,055,964 Sold Out 2020-03-31
Tillar-Wenstrup Advisors, LLC 0 37,875 Sold Out 2020-03-31
Alpha Cubed Investments, LLC 0 5,022 Sold Out 2020-03-31
Ironsides Asset Advisors, LLC 0 456,638 Sold Out 2020-03-31
Raab & Moskowitz Asset Management LLC 0 305 Sold Out 2020-03-31
Arvest Trust Co 0 19,976 Sold Out 2020-03-31
VALLEY NATIONAL ADVISERS INC 0 1,607 Sold Out 2020-03-31
Karp Capital Management Corp 0 108,758 Sold Out 2020-03-31
Blue Chip Partners, Inc. 0 118,100 Sold Out 2020-03-31
Trexquant Investment LP 0 6,382 Sold Out 2020-03-31
Diversified Portfolios, Inc. 0 3,474 Sold Out 2020-03-31
River Wealth Advisors LLC 0 6,476 Sold Out 2020-03-31
Squarepoint Ops LLC 0 37,944 Sold Out 2020-03-31
NWAM LLC 0 7,131 Sold Out 2020-03-31
Krilogy Financial LLC 0 7,363 Sold Out 2020-03-31
Watch Point Trust Co 0 3,947 Sold Out 2020-03-31
Johanson Financial Advisors, Inc. 0 137,796 Sold Out 2020-03-31
Traynor Capital Management, Inc. 0 4,627 Sold Out 2020-03-31
Edmonds Duncan Registered Investment Advisors, LLC 0 209,909 Sold Out 2020-03-31
Cornerstone Advisory, LLP 0 74,390 Sold Out 2020-03-31
Laurel Wealth Advisors, Inc. 0 3,780 Sold Out 2020-03-31
Cutler Group LP 0 3,600 Sold Out 2020-03-31
Taylor, Cottrill, Erickson & Associates, Inc. 0 3,700 Sold Out 2020-03-31
Well Done, LLC 0 3,656 Sold Out 2020-03-31
Corient Capital Partners, LLC 0 2,671 Sold Out 2020-03-31
First Bank & Trust 0 116 Sold Out 2020-03-31
Norway Savings Bank 0 75 Sold Out 2020-03-31
Private Advisory Group LLC 0 49,955 Sold Out 2020-03-31
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 0 3,586 Sold Out 2020-03-31
Meridian Wealth Management, LLC 0 8,022 Sold Out 2020-03-31
LeJeune Puetz Investment Counsel LLC 0 2,000 Sold Out 2020-03-31
Omnia Family Wealth, LLC 0 107,557 Sold Out 2020-03-31
HCR Wealth Advisors 0 1,825 Sold Out 2020-03-31
Ferris Capital, LLC 0 116,957 Sold Out 2020-03-31
Legacy Advisors, LLC 0 3,800 Sold Out 2020-03-31
CALTON & ASSOCIATES, INC. 0 5,462 Sold Out 2020-03-31
Northwest Capital Management Inc 0 4,189 Sold Out 2020-03-31
Squar Milner Financial Services LLC 0 222 Sold Out 2020-03-31
Gryphon Financial Partners LLC 0 13,724 Sold Out 2020-03-31
Eldridge Investment Advisors, Inc. 0 4,825 Sold Out 2020-03-31
Gradient Capital Advisors, LLC 0 6,894 Sold Out 2020-03-31
Silverleafe Capital Partners, LLC 0 27,433 Sold Out 2020-03-31
COOPER/HAIMS ADVISORS, LLC 0 5,505 Sold Out 2020-03-31
CABANA LLC 0 187 Sold Out 2020-03-31
MARINO, STRAM & ASSOCIATES LLC 0 12,537 Sold Out 2020-03-31
DeGreen Capital Management LLC 0 58,315 Sold Out 2020-03-31
Biltmore Family Office, LLC 0 431 Sold Out 2020-03-31
O'Dell Group, LLC 0 9,379 Sold Out 2020-03-31
Change Path, LLC 0 4,078 Sold Out 2020-03-31
Andesa Financial Management Inc. 0 5,798 Sold Out 2020-03-31
Graves-Light Private Wealth Management, Inc. 0 3,795 Sold Out 2020-03-31
Evolution Wealth Advisors, LLC 0 4,093 Sold Out 2020-03-31
ELEMENT POINTE ADVISORS, LLC 0 14,570 Sold Out 2020-03-31
Coastal Capital Group, Inc. 0 349 Sold Out 2020-03-31
Pasadena Private Wealth, LLC 0 98,903 Sold Out 2020-03-31
Aptus Capital Advisors, LLC 0 573 Sold Out 2020-03-31
Sepio Capital, LLC 0 11,496 Sold Out 2020-03-31
BRANDYWINE OAK PRIVATE WEALTH LLC 0 4,325 Sold Out 2020-03-31
Magnus Financial Group LLC 0 4,898 Sold Out 2020-03-31
Claro Advisors LLC 0 4,003 Sold Out 2020-03-31
HOWARD FINANCIAL SERVICES, LTD. 0 3,742 Sold Out 2020-03-31
LAKE STREET FINANCIAL LLC 0 8,005 Sold Out 2020-03-31
Joseph P. Lucia & Associates, LLC 0 1 Sold Out 2020-03-31
Outlook Wealth Advisors, LLC 0 56,687 Sold Out 2020-03-31
Meridian Wealth Advisors, LLC 0 3,611 Sold Out 2020-03-31
WealthStone, Inc. 0 105,617 Sold Out 2020-03-31
RIVERSEDGE ADVISORS, LLC 0 44,659 Sold Out 2020-03-31
Charles Schwab Trust Co 0 4,410 Sold Out 2020-03-31
J.W. COLE ADVISORS, INC. 0 54,202 Sold Out 2020-03-31
AlphaCore Capital LLC 0 78 Sold Out 2020-03-31
Sunburst Financial Group, LLC 0 7,962 Sold Out 2020-03-31
Cedar Mountain Advisors, LLC 0 51 Sold Out 2020-03-31
LifeSteps Financial, Inc. 0 9,487 Sold Out 2020-03-31
XML Financial, LLC 0 5,254 Sold Out 2020-03-31
IEQ CAPITAL, LLC 0 191,227 Sold Out 2020-03-31
HOWARD WEALTH MANAGEMENT, LLC 0 234 Sold Out 2020-03-31
Royal Harbor Partners, LLC 0 68,349 Sold Out 2020-03-31
Lighthouse Financial Advisors, Inc. 0 1,272 Sold Out 2020-03-31
Great Diamond Partners, LLC 0 673 Sold Out 2020-03-31
ROWLAND CARMICHAEL ADVISORS INC /ADV 0 4,667 Sold Out 2020-03-31
Camden Capital, LLC 0 3,801 Sold Out 2020-03-31
Emerald Advisors, LLC 0 9,083 Sold Out 2020-03-31
CBIZ Investment Advisory Services, LLC 0 420 Sold Out 2020-03-31
Mattern Wealth Management LLC 0 40,009 Sold Out 2020-03-31
Legacy Wealth Planning, LLC 0 7,899 Sold Out 2020-03-31
VIVID FINANCIAL MANAGEMENT, INC. 0 5,025 Sold Out 2020-03-31
BELLEVUE ASSET MANAGEMENT, LLC 0 708 Sold Out 2020-03-31
Capital Wealth Alliance, LLC 0 251 Sold Out 2020-03-31
HOHIMER WEALTH MANAGEMENT, LLC 0 4,082 Sold Out 2020-03-31
FURE FINANCIAL CORP 0 46,885 Sold Out 2020-03-31
PAX Financial Group, LLC 0 181,208 Sold Out 2020-03-31
Chicago Wealth Management, Inc. 0 66,756 Sold Out 2020-03-31
Total Clarity Wealth Management, Inc. 0 13 Sold Out 2020-03-31
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