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STOCK TICKER:
ISHARE SP MC 400 INX   (ticker: IJH)
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
WELLS FARGO & CO/MN 13,550,215 16,346,737 17% 2020-06-30
BANK OF AMERICA CORP /DE/ 11,853,834 0 New Buy 2020-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10,331,352 9,181,064 13% 2020-06-30
Bank of New York Mellon CORP 7,059,284 7,514,259 6% 2020-06-30
MORGAN STANLEY 6,107,513 0 New Buy 2020-06-30
LPL Financial CORP 5,014,810 5,229,421 4% 2020-06-30
Financial Engines Advisors L.L.C. 3,996,489 4,329,237 8% 2020-06-30
UBS Group AG 61,747 18,412 235% 2020-06-30
RAYMOND JAMES & ASSOCIATES 3,488,545 3,185,863 10% 2020-06-30
ROYAL BANK OF CANADA 3,386,347 0 New Buy 2020-06-30
J P MORGAN CHASE & CO 2,721,070 2,972,942 8% 2020-06-30
NORTHERN TRUST CORP 2,708,145 0 New Buy 2020-06-30
AMERIPRISE FINANCIAL INC 2,329,642 0 New Buy 2020-06-30
Municipal Employees' Retirement System of Michigan 2,321,389 0 New Buy 2020-06-30
ENVESTNET ASSET MANAGEMENT INC 2,073,807 2,570,096 19% 2020-06-30
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 2,015,470 2,255,270 11% 2020-06-30
KEYBANK NATIONAL ASSOCIATION/OH 1,998,184 2,038,509 2% 2020-06-30
BB&T CORP 1,584,247 0 New Buy 2020-06-30
Catalyst Capital Advisors LLC 1,450,610 2,025,674 28% 2020-06-30
Millburn Ridgefield Corp 1,450,610 2,025,674 28% 2020-06-30
REGIONS FINANCIAL CORP 1,429,058 1,455,677 2% 2020-06-30
Raymond James Financial Services Advisors, Inc. 1,325,252 1,211,876 9% 2020-06-30
ALESCO ADVISORS LLC 1,196,298 1,192,629 0% 2020-06-30
FIFTH THIRD BANCORP 1,103,075 1,286,724 14% 2020-06-30
GOLDMAN SACHS GROUP INC 1,615 0 New Buy 2020-06-30
Veritable, L.P. 1,075,991 1,164,985 8% 2020-06-30
Cresset Asset Management, LLC 1,044,970 0 New Buy 2020-06-30
Creative Planning 1,007,607 1,113,405 10% 2020-06-30
FMR LLC 38 0 New Buy 2020-06-30
COMMONWEALTH EQUITY SERVICES, LLC. 935,523 943,130 1% 2020-06-30
TD ASSET MANAGEMENT INC 19,479 18,699 4% 2020-06-30
MEMBERS Trust Co 710,890 0 New Buy 2020-06-30
Demars Financial Group, LLC 703,244 7,527 9,243% 2020-06-30
UMB BANK N A/MO 639,595 678,704 6% 2020-06-30
HUNTINGTON NATIONAL BANK 559,454 733,113 24% 2020-06-30
Amerivest Investment Management LLC 558,122 602,883 7% 2020-06-30
MainStreet Investment Advisors LLC 547,412 435,534 26% 2020-06-30
GREENLEAF TRUST 499,033 474,416 5% 2020-06-30
LVZ Advisors, Inc. 492,760 457,036 8% 2020-06-30
SCHWAB CHARLES INVESTMENT MANAGEMENT INC 487,903 0 New Buy 2020-06-30
FRANKLIN RESOURCES INC 474,284 335,417 41% 2020-06-30
Lenox Wealth Advisors, Inc. 472,102 451,701 5% 2020-06-30
BRIDGES INVESTMENT MANAGEMENT INC 471,040 483,914 3% 2020-06-30
Baird Financial Group, Inc. 5,490 5,370 2% 2020-06-30
Alaska Permanent Capital Management 470,009 0 New Buy 2020-06-30
HAVERFORD TRUST CO 456,791 460,687 1% 2020-06-30
STATE STREET CORP 440,413 506,672 13% 2020-06-30
TIEDEMANN WEALTH MANAGEMENT, LLC 422,771 675,887 37% 2020-06-30
US BANCORP DE 410,277 356,767 15% 2020-06-30
Linscomb & Williams, Inc. 408,118 372,733 9% 2020-06-30
Legacy Wealth Management, Inc 407,995 589,518 31% 2020-06-30
Acropolis Investment Management, LLC 402,592 498,199 19% 2020-06-30
Sandy Spring Bank 394,032 393,705 0% 2020-06-30
UNITED CAPITAL FINANCIAL ADVISERS,INC. 383,768 0 New Buy 2020-06-30
MASSMUTUAL TRUST CO FSB/ADV 381,197 391,246 3% 2020-06-30
TIAA, FSB 1,414 701 102% 2020-06-30
FFT WEALTH MANAGEMENT LLC 364,583 358,563 2% 2020-06-30
Voya Financial Advisors, Inc. 353,200 0 New Buy 2020-06-30
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 337,902 344,200 2% 2020-06-30
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 333,832 0 New Buy 2020-06-30
Horizon Investments, LLC/SC 332,597 0 New Buy 2020-06-30
SIGMA INVESTMENT COUNSELORS INC 331,208 340,189 3% 2020-06-30
Milestone Group, Inc. 330,098 380,893 13% 2020-06-30
Mariner Wealth Advisors, LLC 320,983 228,136 41% 2020-06-30
HighTower Advisors, LLC 320,074 269,679 19% 2020-06-30
SAND HILL ADVISORS INC/CA 313,055 7,406 4,127% 2020-06-30
ARKANSAS FINANCIAL GROUP, INC. 312,588 312,694 0% 2020-06-30
JONES FINANCIAL COMPANIES LLLP 184,167 497,217 63% 2020-06-30
Valmark Advisers, Inc. 301,470 768,900 61% 2020-06-30
FIDUCIARY TRUST CO 296,117 273,842 8% 2020-06-30
First Allied Advisory Services, Inc. 294,847 267,518 10% 2020-06-30
PFG Financial Advisors 294,545 277,483 6% 2020-06-30
Lee Financial CORP 292,216 365,578 20% 2020-06-30
Cornerstone Advisors, Inc. 289,820 237,758 22% 2020-06-30
NorthCoast Asset Management LLC 289,769 299,409 3% 2020-06-30
Heritage Wealth Advisors 287,652 0 New Buy 2020-06-30
GW HENSSLER & ASSOCIATES LTD 277,462 264,477 5% 2020-06-30
Magnus Financial Group LLC 266,624 184,120 45% 2020-06-30
BADGLEY PHELPS & BELL INC 264,377 258,460 2% 2020-06-30
Private Advisor Group, LLC 264,159 319,581 17% 2020-06-30
M&T BANK CORP 258,060 308,772 16% 2020-06-30
CAPE COD FIVE CENTS SAVINGS BANK 257,968 252,923 2% 2020-06-30
Susquehanna International Group, LLP 255,636 256,934 1% 2020-06-30
Leonard Rickey Investment Advisors P.L.L.C. 243,400 228,867 6% 2020-06-30
PHILLIPS FINANCIAL MANAGEMENT, LLC 239,395 0 New Buy 2020-06-30
MAI Wealth Advisors 239,050 283,002 16% 2020-06-30
WHITTIER TRUST CO 237,390 275,845 14% 2020-06-30
Madison Asset Management, LLC 237,134 257,548 8% 2020-06-30
OPPENHEIMER ASSET MANAGEMENT INC 4,442 244,772 98% 2020-06-30
BESSEMER GROUP INC 229,740 223,745 3% 2020-06-30
Altium Wealth Management LLC 228,786 221,264 3% 2020-06-30
Ensign Peak Advisors, Inc 227,630 240,630 5% 2020-06-30
Wealthcare Advisory Partners LLC 226,205 194,503 16% 2020-06-30
CAPTRUST FINANCIAL ADVISORS 221,802 241,508 8% 2020-06-30
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 216,825 0 New Buy 2020-06-30
YCMNET ADVISORS INC 216,566 202,801 7% 2020-06-30
ALPS ADVISERS INC 213,215 221,925 4% 2020-06-30
Ballentine, Finn & Company, Inc. 211,701 240,427 12% 2020-06-30
Ally Invest Advisors Inc. 211,674 0 New Buy 2020-06-30
Lutz Financial Services LLC 208,776 170,282 23% 2020-06-30
STIFEL FINANCIAL CORP 1,362 0 New Buy 2020-06-30
Modera Wealth Management, LLC 208,423 220,381 5% 2020-06-30
CITIZENS FINANCIAL GROUP INC/RI 15,796 10,002 58% 2020-06-30
HSBC HOLDINGS PLC 203,727 0 New Buy 2020-06-30
Tarbox Group, Inc. 200,521 202,404 1% 2020-06-30
CAHABA WEALTH MANAGEMENT, INC. 199,069 182,843 9% 2020-06-30
Janney Montgomery Scott LLC 197,532 199,384 1% 2020-06-30
ARGI Investment Services, LLC 195,607 206,071 5% 2020-06-30
FIRST HAWAIIAN BANK 190,175 179,971 6% 2020-06-30
PUTNAM FL INVESTMENT MANAGEMENT CO 189,805 159,558 19% 2020-06-30
Affiance Financial, LLC 183,510 179,372 2% 2020-06-30
Goelzer Investment Management, Inc. 179,767 172,851 4% 2020-06-30
Rafferty Asset Management, LLC 178,336 44,056 305% 2020-06-30
Twele Capital Management, Inc. 178,170 188,136 5% 2020-06-30
AE Wealth Management LLC 174,348 96,869 80% 2020-06-30
FIRST INTERSTATE BANK 174,043 156,907 11% 2020-06-30
BRONFMAN E.L. ROTHSCHILD, L.P. 173,667 179,097 3% 2020-06-30
Goodman & Company, Investment Counsel Ltd. 173,230 172,430 0% 2020-06-30
APCM Wealth Management for Individuals 171,608 0 New Buy 2020-06-30
Bangor Savings Bank 170,276 172,350 1% 2020-06-30
Connecticut Wealth Management, LLC 169,658 147,899 15% 2020-06-30
Sawtooth Asset Management, Inc. 166,136 0 New Buy 2020-06-30
DIVERGENT WEALTH ADVISORS, LLC 165,657 281,107 41% 2020-06-30
JNBA Financial Advisors 163,479 164,433 1% 2020-06-30
Chandler Asset Management, Inc. 132,283 53,206 149% 2020-06-30
Capital Analysts, Inc. 162,277 179,344 10% 2020-06-30
Sontag Advisory, LLC 160,652 264,669 39% 2020-06-30
HBC Financial Services, PLLC 158,955 150,155 6% 2020-06-30
Diversified Trust Co 157,485 165,330 5% 2020-06-30
STATE TREASURER STATE OF MICHIGAN 156,953 22,801 588% 2020-06-30
LAZARD ASSET MANAGEMENT LLC 156,737 170,316 8% 2020-06-30
FARMERS & MERCHANTS INVESTMENTS INC 156,176 143,398 9% 2020-06-30
Stratos Wealth Partners, LTD. 155,987 161,596 3% 2020-06-30
HANCOCK HOLDING CO 152,639 161,279 5% 2020-06-30
CITIGROUP INC 150,236 137,242 9% 2020-06-30
Abundance Wealth Counselors 149,126 148,672 0% 2020-06-30
Sigma Planning Corp 147,814 146,250 1% 2020-06-30
Capital Investment Advisors, LLC 146,507 150,001 2% 2020-06-30
MCF Advisors LLC 145,611 154,832 6% 2020-06-30
People's United Financial, Inc. 144,914 129,148 12% 2020-06-30
Coastal Capital Group, Inc. 144,712 145,856 1% 2020-06-30
CKW FINANCIAL GROUP 144,500 31,652 357% 2020-06-30
TELEMUS CAPITAL, LLC 142,941 142,406 0% 2020-06-30
COLONY GROUP LLC 140,886 135,499 4% 2020-06-30
FIRST BUSINESS FINANCIAL SERVICES, INC. 140,491 151,716 7% 2020-06-30
PLANNING ALTERNATIVES LTD /ADV 138,262 126,536 9% 2020-06-30
Wealthquest Corp 135,041 0 New Buy 2020-06-30
Beaumont Financial Partners, LLC 134,085 145,878 8% 2020-06-30
CANTOR FITZGERALD INVESTMENT ADVISER L.P. 132,670 132,450 0% 2020-06-30
Klingman & Associates, LLC 130,374 147,680 12% 2020-06-30
Chicago Partners Investment Group LLC 129,806 128,403 1% 2020-06-30
BANK OF MONTREAL /CAN/ 129,144 203,539 37% 2020-06-30
QS Investors, LLC 128,913 0 New Buy 2020-06-30
FIERA SCEPTRE INC. 127,430 142,419 11% 2020-06-30
DAVIS R M INC 125,048 118,560 5% 2020-06-30
Kuntz Lesher Capital LLC 124,361 101,918 22% 2020-06-30
BANK OF STOCKTON 123,975 138,000 10% 2020-06-30
SEAWARD MANAGEMENT LIMITED PARTNERSHIP 122,811 0 New Buy 2020-06-30
NOTTINGHAM ADVISORS, INC. 121,895 117,282 4% 2020-06-30
DT Investment Partners, LLC 121,703 8,510 1,330% 2020-06-30
AYRSHIRE ASSOCIATES INC 121,014 168,467 28% 2020-06-30
Coconut Grove Bank 120,028 106,520 13% 2020-06-30
TRUEFG, LLC 117,752 119,844 2% 2020-06-30
JOHNSON INVESTMENT COUNSEL INC 116,049 122,908 6% 2020-06-30
American Financial Advisors, LLC 115,783 114,546 1% 2020-06-30
ANDERSON FISHER LLC 114,903 110,937 4% 2020-06-30
Financial Network 114,341 118,221 3% 2020-06-30
Vision Capital Management, Inc. 113,073 158,066 28% 2020-06-30
BRYN MAWR TRUST CO/PA 112,255 124,686 10% 2020-06-30
New England Professional Planning Group Inc. 109,770 104,046 6% 2020-06-30
Strategic Wealth Management Group, LLC 108,695 107,077 2% 2020-06-30
ESL Trust Services, LLC 107,725 0 New Buy 2020-06-30
BDO Wealth Advisors, LLC 107,613 102,678 5% 2020-06-30
WHITTIER TRUST CO OF NEVADA INC 107,029 131,442 19% 2020-06-30
MASON STREET ADVISORS LLC 105,200 218,425 52% 2020-06-30
LGL PARTNERS, LLC 103,056 89,129 16% 2020-06-30
THRIVENT FINANCIAL FOR LUTHERANS 10,290 10,290 No Change 2020-06-30
Summit Investment Advisors, Inc. 98,287 114,342 14% 2020-06-30
CALTON & ASSOCIATES, INC. 96,664 100,169 3% 2020-06-30
CHESLEY TAFT & ASSOCIATES LLC/IL 96,056 94,071 2% 2020-06-30
FIRST CITIZENS BANK & TRUST CO 96,052 93,973 2% 2020-06-30
Summit Financial Strategies, Inc. 95,510 101,814 6% 2020-06-30
Hartland & Co., LLC 94,587 97,893 3% 2020-06-30
Multi-Financial Securities Corp 94,434 93,137 1% 2020-06-30
SAGE FINANCIAL GROUP INC 92,467 91,841 1% 2020-06-30
COMERICA SECURITIES,INC. 91,714 0 New Buy 2020-06-30
FINANCIAL COUNSELORS INC 90,972 14,054 547% 2020-06-30
PFS INVESTMENTS INC. 90,442 53,044 71% 2020-06-30
CHARTER TRUST CO 89,919 96,809 7% 2020-06-30
ALLIANCEBERNSTEIN L.P. 88,792 12,355 619% 2020-06-30
CONNING Asset Management Co. 88,164 88,164 No Change 2020-06-30
Salomon & Ludwin, LLC 85,955 120 71,529% 2020-06-30
FIRST NATIONAL TRUST CO 85,576 105,143 19% 2020-06-30
Resonant Capital Advisors, LLC 84,517 47,908 76% 2020-06-30
Integrated Wealth Concepts LLC 83,005 81,807 1% 2020-06-30
Fairhaven Wealth Management, LLC 82,401 76,522 8% 2020-06-30
Single Point Partners, LLC 0 80,059 Sold Out 2020-06-30
PBWM Holdings, LLC 80,418 74,548 8% 2020-06-30
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 80,082 45,111 78% 2020-06-30
Ally Financial Inc. 80,000 0 New Buy 2020-06-30
KANAWHA CAPITAL MANAGEMENT LLC 79,989 79,365 1% 2020-06-30
SHINE INVESTMENT ADVISORY SERVICES INC 79,120 74,498 6% 2020-06-30
Beacon Pointe Advisors, LLC 78,222 89,343 12% 2020-06-30
LINCOLN NATIONAL CORP 10,513 72,355 85% 2020-06-30
CWM, LLC 77,282 79,216 2% 2020-06-30
PENINSULA ASSET MANAGEMENT INC 77,088 81,912 6% 2020-06-30
Parsec Financial Management, Inc. 76,650 25,407 202% 2020-06-30
Financial Advisory Group 75,020 72,708 3% 2020-06-30
OPPENHEIMER & CO INC 74,527 37,021 101% 2020-06-30
Shoker Investment Counsel, Inc. 74,118 56,758 31% 2020-06-30
Trilogy Capital Inc. 73,152 68,822 6% 2020-06-30
Argent Trust Co 72,658 91,147 20% 2020-06-30
CIM INVESTMENT MANGEMENT INC 72,422 58,246 24% 2020-06-30
TOMPKINS FINANCIAL CORP 72,308 70,821 2% 2020-06-30
JFS WEALTH ADVISORS, LLC 72,267 77,668 7% 2020-06-30
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 72,212 54,974 31% 2020-06-30
COURIER CAPITAL CORP 71,788 71,606 0% 2020-06-30
BSW Wealth Partners 71,486 70,014 2% 2020-06-30
Pegasus Partners Ltd. 71,132 90,696 22% 2020-06-30
CAPITAL ADVISORS INC/OK 70,398 0 New Buy 2020-06-30
Fulton Breakefield Broenniman LLC 69,442 65,371 6% 2020-06-30
GenTrust, LLC 69,396 150,234 54% 2020-06-30
Simmons Bank 69,174 0 New Buy 2020-06-30
Equitable Holdings, Inc. 13,155 0 New Buy 2020-06-30
Strategic Financial Group, LLC 69,091 71,785 4% 2020-06-30
Zions Bancorporation, N.A. 68,326 0 New Buy 2020-06-30
CAPE ANN SAVINGS BANK 66,294 0 New Buy 2020-06-30
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 66,055 64,352 3% 2020-06-30
Bristlecone Advisors, LLC 65,759 53,558 23% 2020-06-30
Cambridge Advisors Inc. 65,635 63,060 4% 2020-06-30
GOFEN & GLOSSBERG LLC /IL/ 65,574 70,261 7% 2020-06-30
Hubbell Strickland Wealth Management, LLC 64,520 63,505 2% 2020-06-30
IFP Advisors, Inc 63,599 57,922 10% 2020-06-30
Streettalk Advisors, LLC 62,410 5,886 960% 2020-06-30
Rockefeller Capital Management L.P. 0 108,422 Sold Out 2020-06-30
Wela Strategies, LLC 61,092 62,111 2% 2020-06-30
LEAVELL INVESTMENT MANAGEMENT, INC. 60,566 68,827 12% 2020-06-30
Horan Capital Advisors, LLC. 59,713 61,578 3% 2020-06-30
Integrated Advisors Network LLC 59,239 19,714 200% 2020-06-30
BOSTON FINANCIAL MANGEMENT INC /MA 59,192 60,315 2% 2020-06-30
FormulaFolio Investments, LLC 58,301 60,946 4% 2020-06-30
ARROW FINANCIAL CORP 2,071 1,928 7% 2020-06-30
Squarepoint Ops LLC 56,829 31,654 80% 2020-06-30
PINNACLE FINANCIAL PARTNERS INC 56,821 56,679 0% 2020-06-30
GLENMEDE TRUST CO NA 56,815 57,458 1% 2020-06-30
Hudock Moyer Wealth Resources, LLC 56,317 104,854 46% 2020-06-30
MIRSKY FINANCIAL MANAGEMENT CORP. 56,004 66,718 16% 2020-06-30
DUPONT CAPITAL MANAGEMENT 55,922 36,003 55% 2020-06-30
Intelligence Driven Advisers, LLC 23,975 0 New Buy 2020-06-30
LYNCH & ASSOCIATES/IN 55,357 53,681 3% 2020-06-30
Paracle Advisors, LLC 55,154 55,757 1% 2020-06-30
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 54,789 138,757 61% 2020-06-30
Ironwood Wealth Management, LLC. 54,232 0 New Buy 2020-06-30
QUADRANT CAPITAL GROUP LLC 53,814 0 New Buy 2020-06-30
MARINO, STRAM & ASSOCIATES LLC 53,814 54,694 2% 2020-06-30
Montecito Bank & Trust 53,703 53,741 0% 2020-06-30
RAYMOND JAMES TRUST CO 53,646 47,445 13% 2020-06-30
STEPHENS INC /AR/ 53,370 54,537 2% 2020-06-30
LWS Wealth Advisors, Inc. 53,262 45,316 18% 2020-06-30
Western Wealth Management, LLC 53,251 54,978 3% 2020-06-30
1ST SOURCE BANK 52,961 59,696 11% 2020-06-30
Brand Asset Management Group, Inc. 52,793 49,001 8% 2020-06-30
Capital Asset Advisory Services LLC 52,767 52,003 1% 2020-06-30
Asset Management Group, Inc. 52,006 51,555 1% 2020-06-30
Wellesley Investment Partners, LLC 51,900 86,344 40% 2020-06-30
BAILARD, INC. 51,023 52,891 4% 2020-06-30
CREDIT SUISSE/ 50,852 11,684 335% 2020-06-30
Soltis Investment Advisors LLC 50,724 50,863 0% 2020-06-30
Spotlight Asset Group, Inc. 50,680 50,931 0% 2020-06-30
WADE G W & INC 50,381 53,569 6% 2020-06-30
MACRO Consulting Group 50,127 50,981 2% 2020-06-30
Relaxing Retirement Coach 49,869 73,883 33% 2020-06-30
Crewe Advisors LLC 49,811 45,860 9% 2020-06-30
Louisiana State Employees Retirement System 49,769 114,969 57% 2020-06-30
JANE STREET GROUP, LLC 49,617 69,341 28% 2020-06-30
Avondale Wealth Management 49,454 50,018 1% 2020-06-30
H D Vest Advisory Services 49,309 50,120 2% 2020-06-30
Texas Capital Bank Wealth Management Services Inc 48,847 57,531 15% 2020-06-30
Portland Global Advisors LLC 48,801 44,102 11% 2020-06-30
DeGreen Capital Management LLC 48,709 46,428 5% 2020-06-30
Goss Wealth Management LLC 48,701 47,159 3% 2020-06-30
CFG Asset Management LLC 48,694 52,814 8% 2020-06-30
WESTWOOD HOLDINGS GROUP INC 48,678 35,011 39% 2020-06-30
Community Bank, N.A. 48,664 36,914 32% 2020-06-30
TRUST CO OF VERMONT 48,487 124,624 61% 2020-06-30
Pachira Investments Inc. 48,330 46,774 3% 2020-06-30
One Wealth Advisors, LLC 48,292 40,911 18% 2020-06-30
SMITH, MOORE & CO. 48,170 0 New Buy 2020-06-30
HRT FINANCIAL LLC 48,024 0 New Buy 2020-06-30
Orion Portfolio Solutions, LLC 47,963 0 New Buy 2020-06-30
DAVIDSON D A & CO 47,418 100,917 53% 2020-06-30
First Personal Financial Services 46,663 48,205 3% 2020-06-30
NEXT Financial Group, Inc 3,684 40,374 91% 2020-06-30
IBERIABANK CORP 46,034 49,359 7% 2020-06-30
Neumann Capital Management, LLC 45,995 45,505 1% 2020-06-30
NTV ASSET MANAGEMENT LLC 45,483 57,350 21% 2020-06-30
Petix & Botte Co 44,544 21,363 109% 2020-06-30
WAYNE HUMMER INVESTMENTS L.L.C. 44,480 124,262 64% 2020-06-30
Core Wealth Advisors, Inc. 44,472 51,505 14% 2020-06-30
Camden Capital, LLC 44,396 49,813 11% 2020-06-30
Windsor Capital Management, LLC 44,374 45,897 3% 2020-06-30
Personal Wealth Partners 44,107 77,174 43% 2020-06-30
Carroll Financial Associates, Inc. 43,172 44,313 3% 2020-06-30
UNIONBANCAL CORP 42,562 48,884 13% 2020-06-30
RETIREMENT INCOME SOLUTIONS, INC 42,416 57,767 27% 2020-06-30
CITIZENS & NORTHERN CORP 42,147 44,953 6% 2020-06-30
LOWE BROCKENBROUGH & CO INC 41,543 45,449 9% 2020-06-30
HWG Holdings LP 41,347 0 New Buy 2020-06-30
PDS Planning, Inc 41,072 48,053 15% 2020-06-30
Marietta Wealth Management, LLC 40,716 52,351 22% 2020-06-30
BANK OF HAWAII 40,672 41,359 2% 2020-06-30
R. W. Roge & Company, Inc. 40,425 31,887 27% 2020-06-30
Towercrest Capital Management 39,767 32,685 22% 2020-06-30
ProVise Management Group, LLC 39,742 39,437 1% 2020-06-30
Parisi Gray Wealth Management 39,679 39,219 1% 2020-06-30
Gladstone Institutional Advisory LLC 39,567 0 New Buy 2020-06-30
PEOPLES BANK NATIONAL ASSOCIATION 39,517 38,612 2% 2020-06-30
Arcus Capital Partners, LLC 39,242 44,140 11% 2020-06-30
BP WEALTH MANAGEMENT, LLC 10,596 370 2,764% 2020-06-30
Crescent Grove Advisors, LLC 38,863 42,309 8% 2020-06-30
Milestone Advisory Partners 38,707 0 New Buy 2020-06-30
Tower Research Capital LLC 38,480 0 New Buy 2020-06-30
Global Retirement Partners, LLC 38,246 44,214 13% 2020-06-30
Johnson Financial Group, Inc. 37,936 56,453 33% 2020-06-30
Graves-Light Private Wealth Management, Inc. 37,828 29,138 30% 2020-06-30
NORRIS PERNE & FRENCH LLP/MI 37,639 32,223 17% 2020-06-30
CULLEN FROST BANKERS INC 37,363 33,052 13% 2020-06-30
GRIMES & COMPANY, INC. 37,271 40,577 8% 2020-06-30
Wealth Advisors of Iowa, LLC 36,932 0 New Buy 2020-06-30
Adviser Investments LLC 36,851 60,967 40% 2020-06-30
STERLING INVESTMENT ADVISORS LLC /ADV 36,406 34,493 6% 2020-06-30
BKD Wealth Advisors, LLC 36,253 36,933 2% 2020-06-30
Riverpoint Wealth Management Holdings, LLC 36,167 40,263 10% 2020-06-30
AMG National Trust Bank 36,131 0 New Buy 2020-06-30
Ancora Advisors, LLC 36,015 35,730 1% 2020-06-30
UNITED SERVICES AUTOMOBILE ASSOCIATION 35,774 386,127 91% 2020-06-30
High Falls Advisors, Inc 35,672 0 New Buy 2020-06-30
BLAIR WILLIAM & CO/IL 35,528 37,391 5% 2020-06-30
Certified Advisory Corp 35,479 41,288 14% 2020-06-30
SMITHFIELD TRUST CO 35,473 31,127 14% 2020-06-30
Guidance Point Advisors, LLC 35,315 34,826 1% 2020-06-30
J.W. COLE ADVISORS, INC. 34,832 0 New Buy 2020-06-30
Altus Wealth Management, LLC 34,664 0 New Buy 2020-06-30
HYA Advisors, Inc 34,656 33,811 2% 2020-06-30
PALLADIUM PARTNERS LLC 34,605 17,295 100% 2020-06-30
BERRY GROUP, LLC 34,151 41,158 17% 2020-06-30
RiverGlades Family Offices LLC 34,095 0 New Buy 2020-06-30
PROEQUITIES, INC. 34,051 33,239 2% 2020-06-30
BURNS J W & CO INC/NY 34,049 34,438 1% 2020-06-30
IFG Advisory, LLC 34,010 30,986 10% 2020-06-30
MONTAG A & ASSOCIATES INC 33,691 19,864 70% 2020-06-30
Clarity Wealth Advisors, LLC 33,675 33,875 1% 2020-06-30
Ullmann Financial Group, Inc. 33,527 45,650 27% 2020-06-30
FIRST TRUST ADVISORS LP 33,448 18,662 79% 2020-06-30
BANK OF THE WEST 33,388 39,566 16% 2020-06-30
Pettinga Financial Advisors, LLC 33,315 38,827 14% 2020-06-30
PRINCIPAL FINANCIAL GROUP INC 33,308 44,807 26% 2020-06-30
Evercore Wealth Management, LLC 33,126 39,963 17% 2020-06-30
CEDAR CAPITAL, LLC 32,964 0 New Buy 2020-06-30
Good Life Advisors, LLC 32,471 100,616 68% 2020-06-30
Armbruster Capital Management, Inc. 32,428 53,420 39% 2020-06-30
HBK Sorce Advisory LLC 32,063 50,608 37% 2020-06-30
PRUDENTIAL FINANCIAL INC 31,490 248,080 87% 2020-06-30
Ramsay, Stattman, Vela & Price, Inc. 31,364 32,589 4% 2020-06-30
Kistler-Tiffany Companies, LLC 31,360 42,964 27% 2020-06-30
Cardan Capital Partners, LLC 31,321 29,929 5% 2020-06-30
KAYS FINANCIAL ADVISORY CORP /ADV 31,316 30,604 2% 2020-06-30
Bremer Bank National Association 31,236 42,768 27% 2020-06-30
BRINKER CAPITAL INC 31,106 33,342 7% 2020-06-30
IHT Wealth Management, LLC 30,747 34,776 12% 2020-06-30
CIBC World Markets Inc. 30,722 0 New Buy 2020-06-30
Argent Advisors, Inc. 30,533 20,451 49% 2020-06-30
Pure Financial Advisors, Inc. 30,517 39,403 23% 2020-06-30
Massey, Quick & Co., LLC 30,098 42,190 29% 2020-06-30
Hardy Reed LLC 29,620 29,319 1% 2020-06-30
NATIXIS 29,370 0 New Buy 2020-06-30
Burns Wealth Management, Inc. 29,131 24,070 21% 2020-06-30
ASSOCIATED BANC-CORP 1,449 1,412 3% 2020-06-30
Frontier Wealth Management LLC 28,714 30,189 5% 2020-06-30
GHP Investment Advisors, Inc. 28,661 28,465 1% 2020-06-30
Pacific Center for Financial Services 28,528 0 New Buy 2020-06-30
St. Louis Trust Co 28,438 28,438 No Change 2020-06-30
SMITH SHELLNUT WILSON LLC /ADV 28,415 28,439 0% 2020-06-30
Centerpoint Advisors, LLC 28,355 428 6,525% 2020-06-30
PACIFIC FINANCIAL GROUP INC 28,325 28,352 0% 2020-06-30
Asset Planning Services, Ltd. 28,300 28,195 0% 2020-06-30
SUMMIT FINANCIAL GROUP INC 28,095 28,554 2% 2020-06-30
RHUMBLINE ADVISERS 27,952 105,812 74% 2020-06-30
Wellspring Financial Advisors, LLC 27,949 15,516 80% 2020-06-30
MIDDLETON & CO INC/MA 27,746 27,626 0% 2020-06-30
Coastline Trust CO 27,425 31,312 12% 2020-06-30
JGP Wealth Management, LLC 27,345 29,227 6% 2020-06-30
COLDSTREAM CAPITAL MANAGEMENT INC 27,236 30,695 11% 2020-06-30
NWAM LLC 26,883 27,356 2% 2020-06-30
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 26,733 31,519 15% 2020-06-30
NAPLES GLOBAL ADVISORS, LLC 26,676 26,855 1% 2020-06-30
FLC Capital Advisors 25,902 50,850 49% 2020-06-30
Capital Advisory Group Advisory Services, LLC 0 192 Sold Out 2020-06-30
SVA Plumb Wealth Management, LLC 25,891 16,818 54% 2020-06-30
Lloyd Advisory Services, LLC. 25,529 23,436 9% 2020-06-30
Ferris Capital, LLC 25,498 29,129 12% 2020-06-30
COMMERCE BANK N A/MO 25,300 27,650 8% 2020-06-30
McKinley Carter Wealth Services, Inc. 25,260 24,903 1% 2020-06-30
CAPITAL WEALTH MANAGEMENT, LLC 25,245 26,357 4% 2020-06-30
TWIN FOCUS CAPITAL PARTNERS, LLC 25,227 26,102 3% 2020-06-30
TAP Consulting, LLC 24,985 0 New Buy 2020-06-30
CLEAR INVESTMENT RESEARCH, LLC 24,969 25,697 3% 2020-06-30
FineMark National Bank & Trust 24,608 28,509 14% 2020-06-30
PETTYJOHN CO 24,581 27,157 9% 2020-06-30
MONEYWISE, INC. 24,570 21,938 12% 2020-06-30
Samalin Investment Counsel, LLC 24,468 24,554 0% 2020-06-30
Colonial Asset Management, Inc. 24,456 55,164 56% 2020-06-30
NOVARE CAPITAL MANAGEMENT LLC 24,413 26,548 8% 2020-06-30
CITADEL ADVISORS LLC (Kenneth C. Griffin) 10,600 0 New Buy 2020-06-30
Cottage Street Advisors LLC 24,354 25,019 3% 2020-06-30
Pinnacle Bank 24,119 23,334 3% 2020-06-30
Advisory Services Network, LLC 24,100 0 New Buy 2020-06-30
Chevy Chase Trust Holdings, Inc. 23,544 25,507 8% 2020-06-30
Ford Financial Group, Inc. 23,011 20,668 11% 2020-06-30
Nachman Norwood & Parrott, Inc 23,001 22,936 0% 2020-06-30
HIGHLAND CAPITAL MANAGEMENT CORP 22,806 22,756 0% 2020-06-30
WILEY BROS.-AINTREE CAPITAL, LLC 22,790 17,546 30% 2020-06-30
Telos Capital Management, Inc. 22,730 23,054 1% 2020-06-30
Kuehl Shepherd Kozlowski & Associates,Inc. 22,681 22,818 1% 2020-06-30
Coyle Financial Counsel, Inc. 22,313 22,281 0% 2020-06-30
HARVARD MANAGEMENT CO INC 22,266 25,490 13% 2020-06-30
Boltwood Capital Management 22,202 21,806 2% 2020-06-30
KFA Private Wealth Group, LLC 22,032 38,393 43% 2020-06-30
Fusion Family Wealth LLC 21,946 10,815 103% 2020-06-30
PRIVATE ASSET MANAGEMENT INC 21,847 18,928 15% 2020-06-30
SHEETS SMITH & ASSOCIATES INC 21,748 21,883 1% 2020-06-30
ADVANTUS CAPITAL MANAGEMENT INC 21,725 21,725 No Change 2020-06-30
SOL Capital Management CO 21,562 23,592 9% 2020-06-30
FCA CORP /TX 21,469 20,848 3% 2020-06-30
LifeSteps Financial, Inc. 21,397 21,722 1% 2020-06-30
Dynamic Advisors Solutions LLC 21,375 26,723 20% 2020-06-30
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 21,336 21,376 0% 2020-06-30
Iowa State Bank 21,166 13,736 54% 2020-06-30
HPM Partners LLC 20,719 21,517 4% 2020-06-30
GFS Advisors, LLC 20,434 0 New Buy 2020-06-30
Cornerstone Wealth Management, LLC 20,222 0 New Buy 2020-06-30
Cetera Investment Advisers 20,207 20,723 2% 2020-06-30
Pacific Edge Advisors, LLC 20,200 4,950 308% 2020-06-30
BROWN ADVISORY HOLDINGS INC 1,601 0 New Buy 2020-06-30
PSI Advisors, LLC 19,835 0 New Buy 2020-06-30
Kerntke Otto McGlone Wealth Management Group 19,732 19,860 1% 2020-06-30
Omega Financial Group, LLC 19,715 19,315 2% 2020-06-30
Citizens National Bank Trust Department 19,595 0 New Buy 2020-06-30
Mackey Komara & Dankovich, LLC 19,466 22,149 12% 2020-06-30
Wealth Alliance 19,112 16,745 14% 2020-06-30
Moloney Securities Asset Management, LLC 19,108 26,236 27% 2020-06-30
Berman Capital Advisors, LLC 19,058 23,801 20% 2020-06-30
Canal Capital Management, LLC 19,028 20,737 8% 2020-06-30
Legacy Wealth Planning, LLC 19,006 2,797 580% 2020-06-30
BHF RG Capital Inc. 18,989 53,303 64% 2020-06-30
Winthrop Advisory Group LLC 18,905 19,038 1% 2020-06-30
Altavista Wealth Management, Inc. 18,849 11,293 67% 2020-06-30
Kelman-Lazarov, Inc. 18,832 21,048 11% 2020-06-30
Benchmark Financial Wealth Advisors, LLC 18,802 39,186 52% 2020-06-30
CORBETT ROAD CAPITAL MANAGEMENT, LLC 18,784 17,115 10% 2020-06-30
MONETA GROUP INVESTMENT ADVISORS INC 18,766 21,549 13% 2020-06-30
BerganKDV Wealth Management, LLC 18,705 18,210 3% 2020-06-30
OLD NATIONAL BANCORP /IN/ 18,692 20,447 9% 2020-06-30
Ellis Investment Partners, LLC 18,572 18,430 1% 2020-06-30
Hirtle Callaghan & Co Inc 18,459 26,401 30% 2020-06-30
Koshinski Asset Management, Inc. 18,211 16,729 9% 2020-06-30
Busey Trust CO 18,093 33,985 47% 2020-06-30
Element Wealth, LLC 17,941 17,386 3% 2020-06-30
WASHBURN CAPITAL MANAGEMENT, INC. 17,938 17,143 5% 2020-06-30
Windsor Group LTD 17,878 7,833 128% 2020-06-30
SPC Financial, Inc. 17,768 18,209 2% 2020-06-30
TRUE Private Wealth Advisors 17,756 17,369 2% 2020-06-30
River Wealth Advisors LLC 17,733 16,067 10% 2020-06-30
FLAGSHIP HARBOR ADVISORS, LLC 17,714 5,666 213% 2020-06-30
WESBANCO BANK INC 17,697 17,577 1% 2020-06-30
DAGCO, INC. 17,640 16,567 6% 2020-06-30
Cougar Global Investments Ltd 17,509 0 New Buy 2020-06-30
PFG Advisors 17,343 17,533 1% 2020-06-30
KINGS POINT CAPITAL MANAGEMENT 17,336 18,415 6% 2020-06-30
Crumly & Associates Inc. 17,336 9,252 87% 2020-06-30
GYL FINANCIAL SYNERGIES, LLC 17,271 71,497 76% 2020-06-30
Kingsview Wealth Management, LLC 17,261 17,954 4% 2020-06-30
OHE FINANCIAL INC 17,206 0 New Buy 2020-06-30
Integrated Investment Consultants, LLC 17,081 16,992 1% 2020-06-30
Hilltop Holdings Inc. 17,047 15,578 9% 2020-06-30
COLTON GROOME FINANCIAL ADVISORS, LLC 17,013 5,103 233% 2020-06-30
CRA Financial Services, LLC 16,931 19,578 14% 2020-06-30
Regal Investment Advisors, LLC 16,923 13,648 24% 2020-06-30
Clear Perspective Advisors, LLC 16,869 0 New Buy 2020-06-30
SONATA CAPITAL GROUP INC 16,697 16,985 2% 2020-06-30
Pinnacle Advisory Group, Inc. 16,683 0 New Buy 2020-06-30
Bigelow Investment Advisors, LLC 16,659 19,959 17% 2020-06-30
United Bank 16,458 16,653 1% 2020-06-30
Financial Advocates Investment Management 16,455 16,855 2% 2020-06-30
FRONT BARNETT ASSOCIATES LLC 16,354 15,619 5% 2020-06-30
Glenview Trust Co 16,265 8,557 90% 2020-06-30
Advisory Resource Group 16,245 11,950 36% 2020-06-30
Global Trust Asset Management, LLC 16,199 12,398 31% 2020-06-30
HighMark Wealth Management LLC 16,056 16,122 0% 2020-06-30
Advisory Alpha, LLC 15,971 20,106 21% 2020-06-30
Global Wealth Management Investment Advisory, Inc. 15,949 15,382 4% 2020-06-30
Legacy Private Trust Co. 15,920 17,741 10% 2020-06-30
Edge Capital Group, LLC 15,729 16,401 4% 2020-06-30
Heritage Way Advisors, LLC 15,669 15,859 1% 2020-06-30
PARSONS CAPITAL MANAGEMENT INC/RI 15,655 15,797 1% 2020-06-30
Exchange Capital Management, Inc. 15,603 14,109 11% 2020-06-30
FINANCIAL LIFE ADVISORS 15,488 16,859 8% 2020-06-30
FOUNDERS FINANCIAL SECURITIES LLC 15,364 0 New Buy 2020-06-30
UNIVEST CORP OF PENNSYLVANIA 356 13,592 97% 2020-06-30
MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP 15,282 15,540 2% 2020-06-30
Alexandria Capital, LLC 15,282 16,964 10% 2020-06-30
UNITED BANK /VA/ 15,243 15,227 0% 2020-06-30
Stelac Advisory Services LLC 15,226 18,491 18% 2020-06-30
Waldron, LP 15,111 20,714 27% 2020-06-30
CCG WEALTH MANAGEMENT, LLC 15,106 12,939 17% 2020-06-30
Sabal Trust CO 15,084 15,134 0% 2020-06-30
Cavalier Investments 15,076 10,775 40% 2020-06-30
Legacy Wealth Partners, Inc. 14,929 0 New Buy 2020-06-30
Buckingham Capital Management, Inc. 14,868 13,433 11% 2020-06-30
TWIN CAPITAL MANAGEMENT INC 14,865 0 New Buy 2020-06-30
HALLMARK CAPITAL MANAGEMENT INC 14,734 15,098 2% 2020-06-30
Birch Hill Investment Advisors LLC 14,663 15,063 3% 2020-06-30
Wilshire Associates Inc 14,615 0 New Buy 2020-06-30
DAVENPORT & CO LLC 14,596 14,820 2% 2020-06-30
Renaissance Technologies(Jim Simons) 14,500 4,500 222% 2020-06-30
Capital Investment Advisory Services, LLC 14,191 10,705 33% 2020-06-30
Wealth Quarterback LLC 0 13,899 Sold Out 2020-06-30
MOLLER FINANCIAL SERVICES 14,079 15,496 9% 2020-06-30
SECURITY BENEFIT LIFE INSURANCE CO /KS/ 14,000 14,000 No Change 2020-06-30
Ironwood Wealth Management, llc 13,967 13,633 2% 2020-06-30
Butler Wick Trust CO 13,873 13,898 0% 2020-06-30
M Holdings Securities, Inc. 13,781 34,816 60% 2020-06-30
Epstein & White Financial LLC 13,716 11,514 19% 2020-06-30
BROWN BROTHERS HARRIMAN & CO 13,539 0 New Buy 2020-06-30
New England Private Wealth Advisors LLC 13,539 13,532 0% 2020-06-30
GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC 13,509 13,509 No Change 2020-06-30
Newman Dignan & Sheerar, Inc. 13,501 13,853 3% 2020-06-30
PARAMETRIC PORTFOLIO ASSOCIATES 13,385 12,091 11% 2020-06-30
Mount Yale Investment Advisors, LLC 13,266 14,916 11% 2020-06-30
Arete Wealth Advisors, LLC 13,222 14,439 8% 2020-06-30
SECURITY NATIONAL TRUST CO 13,186 13,196 0% 2020-06-30
PERRITT CAPITAL MANAGEMENT INC 13,054 0 New Buy 2020-06-30
Gryphon Financial Partners LLC 12,739 12,600 1% 2020-06-30
LONDON CO OF VIRGINIA 12,690 40,159 68% 2020-06-30
ENCORE BANK NA 12,656 13,659 7% 2020-06-30
Triangle Securities Wealth Management 12,656 12,307 3% 2020-06-30
TCF National Bank 12,642 12,227 3% 2020-06-30
PAYDEN & RYGEL 12,562 12,490 1% 2020-06-30
PINNACLE ASSOCIATES LTD 12,289 10,784 14% 2020-06-30
HBW Advisory Services LLC 12,266 6,146 100% 2020-06-30
Private Capital Group, LLC 12,239 12,254 0% 2020-06-30
FC Advisory LLC 12,228 11,983 2% 2020-06-30
GUGGENHEIM CAPITAL LLC 12,226 12,226 No Change 2020-06-30
RFG Advisory Group, LLC 12,224 15,717 22% 2020-06-30
BEACON FINANCIAL GROUP 12,108 11,445 6% 2020-06-30
SJA Financial Advisory, LLC 12,100 13,614 11% 2020-06-30
Fernwood Investment Management, LLC 12,091 12,246 1% 2020-06-30
FIRST NATIONAL BANK OF OMAHA 12,071 12,401 3% 2020-06-30
Buckingham Asset Management, LLC 11,949 11,668 2% 2020-06-30
StrongBox Wealth, LLC 11,931 11,944 0% 2020-06-30
Financial Insights, Inc. 11,922 2,034 486% 2020-06-30
ZACKS INVESTMENT MANAGEMENT 11,753 0 New Buy 2020-06-30
LCNB CORP 11,663 12,176 4% 2020-06-30
RMR Wealth Builders 1,598 0 New Buy 2020-06-30
Trexquant Investment LP 11,621 24,860 53% 2020-06-30
Patten Group, Inc. 11,537 11,972 4% 2020-06-30
Highland Private Wealth Management 11,506 12,175 5% 2020-06-30
Vivaldi Capital Management, LLC 11,450 11,050 4% 2020-06-30
Alley Co LLC 11,366 11,232 1% 2020-06-30
Price Wealth Management, Inc. 11,354 21,926 48% 2020-06-30
We Are One Seven, LLC 11,267 11,135 1% 2020-06-30
Homrich & Berg 11,228 7,710 46% 2020-06-30
Rehmann Capital Advisory Group 11,225 0 New Buy 2020-06-30
Starfire Investment Advisers, Inc. 11,221 11,425 2% 2020-06-30
Perigon Wealth Management, LLC 11,169 11,377 2% 2020-06-30
BOSTON FAMILY OFFICE LLC 11,152 11,135 0% 2020-06-30
ARBOR TRUST WEALTH ADVISORS, LLC 11,137 11,787 6% 2020-06-30
Cranbrook Wealth Management, LLC 10,999 0 New Buy 2020-06-30
Sowell Financial Services LLC 10,878 10,460 4% 2020-06-30
Provident Wealth Management, LLC 10,833 11,190 3% 2020-06-30
DELTA FINANCIAL ADVISORS LLC 10,826 10,826 No Change 2020-06-30
GREAT VALLEY ADVISOR GROUP, INC. 10,806 0 New Buy 2020-06-30
SYNOVUS FINANCIAL CORP 10,788 13,634 21% 2020-06-30
ALBION FINANCIAL GROUP /UT 10,758 11,028 2% 2020-06-30
AMERITAS INVESTMENT CORP 10,749 99,600 89% 2020-06-30
NBT BANK N A /NY 10,700 10,515 2% 2020-06-30
Cypress Capital Group 10,693 9,704 10% 2020-06-30
CVA Family Office, LLC 10,614 11,157 5% 2020-06-30
Polaris Wealth Advisers, LLC 10,380 9,229 12% 2020-06-30
EATON VANCE MANAGEMENT 10,303 9,295 11% 2020-06-30
RMB Capital Management, LLC 10,289 10,289 No Change 2020-06-30
BigSur Wealth Management LLC 10,200 10,200 No Change 2020-06-30
Ledyard National Bank 10,181 10,699 5% 2020-06-30
Biltmore Family Office, LLC 10,177 15,681 35% 2020-06-30
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 10,116 10,327 2% 2020-06-30
QUEST CAPITAL MANAGEMENT INC /ADV 10,106 10,204 1% 2020-06-30
Fundamentun, LLC 10,050 9,091 11% 2020-06-30
HM PAYSON & CO 7,445 0 New Buy 2020-06-30
CREATIVE FINANCIAL DESIGNS INC /ADV 10,005 9,333 7% 2020-06-30
Carnegie Capital Asset Management, LLC 9,994 9,104 10% 2020-06-30
WELCH & FORBES LLC 9,783 9,079 8% 2020-06-30
Financial Advisory Service, Inc. 9,774 10,566 7% 2020-06-30
MERCER GLOBAL ADVISORS INC /ADV 9,765 9,258 5% 2020-06-30
INVESTMENT PARTNERS LTD /OH/ /ADV 9,737 9,649 1% 2020-06-30
Valeo Financial Advisors, LLC 9,688 12,133 20% 2020-06-30
KCM INVESTMENT ADVISORS LLC 9,660 7,926 22% 2020-06-30
HERITAGE INVESTORS MANAGEMENT CORP 9,584 9,188 4% 2020-06-30
SMITH CAPITAL MANAGEMENT INC /AR/ADV 9,551 7,329 30% 2020-06-30
CENTRAL BANK & TRUST CO 9,545 0 New Buy 2020-06-30
Evensky & Katz, Inc. 9,506 10,271 7% 2020-06-30
AMERICAN CENTURY COMPANIES INC 9,500 8,200 16% 2020-06-30
Rossmore Private Capital 9,415 11,178 16% 2020-06-30
Lionsbridge Wealth Management LLC 9,404 0 New Buy 2020-06-30
CADINHA & CO LLC 9,343 2,873 225% 2020-06-30
ERn Financial, LLC 9,319 13,318 30% 2020-06-30
Blankinship & Foster, LLC 9,290 7,940 17% 2020-06-30
CITY HOLDING CO 9,155 8,263 11% 2020-06-30
NORTHERN OAK CAPITAL MANAGEMENT INC 9,137 8,917 2% 2020-06-30
Merit Financial Group, LLC 9,005 15,772 43% 2020-06-30
FARR MILLER & WASHINGTON LLC/DC 9,003 9,421 4% 2020-06-30
HARBOR INVESTMENT ADVISORY, LLC 8,887 8,470 5% 2020-06-30
Blue Chip Wealth Management, Inc. 8,884 8,940 1% 2020-06-30
Steigerwald, Gordon & Koch Inc. 8,854 8,994 2% 2020-06-30
Reynders McVeigh Capital Management, LLC 8,795 6,398 37% 2020-06-30
CONDOR CAPITAL MANAGEMENT 8,728 8,980 3% 2020-06-30
ROCKLAND TRUST CO 8,703 11,560 25% 2020-06-30
Beacon Financial Advisory LLC 8,674 8,905 3% 2020-06-30
BOSTON RESEARCH & MANAGEMENT INC 8,644 4,564 89% 2020-06-30
EP Wealth Advisors, Inc. 8,629 15,251 43% 2020-06-30
AUA CAPITAL MANAGEMENT, LLC 8,495 10,375 18% 2020-06-30
Arvest Trust Co 8,472 8,487 0% 2020-06-30
VeraBank, N.A. 8,428 8,470 0% 2020-06-30
Paul John Balson 8,306 0 New Buy 2020-06-30
Murphy, Middleton, Hinkle & Parker, Inc. 8,235 8,340 1% 2020-06-30
Bogart Wealth, LLC 8,225 8,155 1% 2020-06-30
Cutler Group LP 600 1,400 57% 2020-06-30
Moors & Cabot, Inc. 8,080 8,816 8% 2020-06-30
Paradigm Financial Partners, LLC 7,980 9,279 14% 2020-06-30
Vectors Research Management, LLC 7,951 0 New Buy 2020-06-30
HNP Capital LLC 7,951 0 New Buy 2020-06-30
CLIFFORD SWAN INVESTMENT COUNSEL LLC 7,937 7,993 1% 2020-06-30
Sepio Capital, LLC 7,925 7,925 No Change 2020-06-30
VISTA INVESTMENT MANAGEMENT 7,852 7,301 8% 2020-06-30
Invesco Ltd. 7,814 0 New Buy 2020-06-30
TBH Global Asset Management, LLC 7,805 9,629 19% 2020-06-30
CYPRESS CAPITAL MANAGEMENT LLC 7,780 7,005 11% 2020-06-30
Colorado Capital Management, Inc. 7,726 8,347 7% 2020-06-30
Savant Capital Management Inc 7,724 7,700 0% 2020-06-30
Head & Associates, LLC 7,721 0 New Buy 2020-06-30
360 Financial, Inc. 7,708 6,074 27% 2020-06-30
Granite Investment Advisors, Inc. 7,699 7,709 0% 2020-06-30
First Command Bank 7,696 4,343 77% 2020-06-30
First Command Financial Services, Inc. 7,696 4,343 77% 2020-06-30
South Dakota Investment Council 7,694 8,574 10% 2020-06-30
LBMC INVESTMENT ADVISORS, LLC 7,633 7,713 1% 2020-06-30
Well Done, LLC 7,590 12,125 37% 2020-06-30
Southern Wealth Management, LLP 7,547 7,596 1% 2020-06-30
Kovack Advisors, Inc. 7,481 2,209 239% 2020-06-30
COZAD ASSET MANAGEMENT INC 7,468 0 New Buy 2020-06-30
Azimuth Capital Management LLC 7,466 0 New Buy 2020-06-30
Apexium Financial, LP 7,457 10,130 26% 2020-06-30
IEQ CAPITAL, LLC 7,436 13,351 44% 2020-06-30
Family Firm, Inc. 7,398 7,567 2% 2020-06-30
Ellevest, Inc. 7,372 7,279 1% 2020-06-30
Change Path, LLC 7,358 7,421 1% 2020-06-30
CAMDEN NATIONAL BANK 7,357 7,343 0% 2020-06-30
SevenBridge Financial Group, LLC 7,301 5,758 27% 2020-06-30
National Asset Management, Inc. 7,297 8,179 11% 2020-06-30
Stratos Wealth Advisors, LLC 7,281 5,124 42% 2020-06-30
Gilbert & Cook, Inc. 7,235 9,215 21% 2020-06-30
Harbour Capital Advisors, LLC 7,173 6,883 4% 2020-06-30
Campbell Wealth Management 7,130 7,258 2% 2020-06-30
Bartlett & Co. LLC 7,125 5,405 32% 2020-06-30
Sterling Investment Advisors, Ltd. 1,100 1,100 No Change 2020-06-30
Providence Capital Advisors, LLC 7,108 7,892 10% 2020-06-30
Richard P Slaughter Associates Inc 0 18,531 Sold Out 2020-06-30
ING INVESTMENT MANAGEMENT LLC 7,093 0 New Buy 2020-06-30
Traynor Capital Management, Inc. 7,082 2,813 152% 2020-06-30
LEVEL FOUR ADVISORY SERVICES, LLC 7,045 31,524 78% 2020-06-30
Brookstone Capital Management 7,036 15,800 55% 2020-06-30
S.E.E.D. Planning Group LLC 6,992 6,657 5% 2020-06-30
Keystone Financial Group 6,942 7,829 11% 2020-06-30
SILVERCREST ASSET MANAGEMENT GROUP LLC 6,939 7,237 4% 2020-06-30
9258 Wealth Management, LLC 6,822 6,807 0% 2020-06-30
Oakworth Capital, Inc. 6,818 7,036 3% 2020-06-30
Keebeck Alpha, LP 6,813 0 New Buy 2020-06-30
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 6,796 6,658 2% 2020-06-30
First National Bank of South Miami 6,792 5,782 17% 2020-06-30
Brown Advisory Securities, LLC 6,789 7,108 4% 2020-06-30
Kohmann Bosshard Financial Services, LLC 6,753 6,631 2% 2020-06-30
CIGNA INVESTMENTS INC /NEW 6,710 6,250 7% 2020-06-30
Rathbone Brothers plc 6,699 6,424 4% 2020-06-30
JSF Financial, LLC 6,677 10,158 34% 2020-06-30
Intrua Financial, LLC 6,671 0 New Buy 2020-06-30
Shone Asset Management LLC 6,659 7,766 14% 2020-06-30
JEFFERIES GROUP INC /DE/ 6,643 0 New Buy 2020-06-30
Old Port Advisors 6,621 6,357 4% 2020-06-30
Essex Financial Services, Inc. 6,602 7,540 12% 2020-06-30
Prime Capital Investment Advisors, LLC 6,589 6,707 2% 2020-06-30
Heritage Trust Co 6,577 6,411 3% 2020-06-30
Lido Advisors, LLC 6,566 6,247 5% 2020-06-30
BURKE & HERBERT BANK & TRUST CO 6,554 6,342 3% 2020-06-30
Rikoon Group, LLC 6,534 6,492 1% 2020-06-30
Old North State Trust, LLC 6,478 6,479 0% 2020-06-30
AdvisorNet Financial, Inc 6,440 8,181 21% 2020-06-30
FIRST MIDWEST BANK TRUST DIVISION 6,425 14,762 56% 2020-06-30
Independent Advisor Alliance 6,371 6,316 1% 2020-06-30
PEAPACK GLADSTONE FINANCIAL CORP 6,356 7,044 10% 2020-06-30
Private Wealth Group, LLC 6,319 6,098 4% 2020-06-30
WEDBUSH MORGAN SECURITIES INC 6,313 6,141 3% 2020-06-30
Strategic Wealth Partners Group LLC 6,292 6,237 1% 2020-06-30
Apex Investment Services, Inc. 6,283 7,248 13% 2020-06-30
KWMG, LLC 6,264 6,222 1% 2020-06-30
JUNCTURE WEALTH STRATEGIES, LLC 6,242 6,339 2% 2020-06-30
MAGNOLIA CAPITAL ADVISORS LLC 6,230 5,957 5% 2020-06-30
ERTS Wealth Advisors, LLC 6,179 0 New Buy 2020-06-30
PARK AVENUE SECURITIES LLC 6,178 0 New Buy 2020-06-30
LifePlan Financial Group, Inc 6,172 6,434 4% 2020-06-30
Ameraudi Asset Management, Inc. 6,154 0 New Buy 2020-06-30
TIEMANN INVESTMENT ADVISORS, LLC 6,140 3,305 86% 2020-06-30
Accredited Investors Inc. 6,127 16,716 63% 2020-06-30
Williams Jones Wealth Management, LLC. 6,087 6,311 4% 2020-06-30
RSM US WEALTH MANAGEMENT LLC 6,060 12,970 53% 2020-06-30
Bridgeworth, LLC 6,055 5,800 4% 2020-06-30
Taylor, Cottrill, Erickson & Associates, Inc. 6,025 22,583 73% 2020-06-30
Patriot Financial Group Insurance Agency, LLC 6,016 7,411 19% 2020-06-30
Pinnacle Wealth Management Advisory Group, LLC 6,013 4,500 34% 2020-06-30
Bedel Financial Consulting, Inc. 5,990 6,000 0% 2020-06-30
Plante Moran Financial Advisors Ltd Partnership 5,982 6,616 10% 2020-06-30
WEALTHSOURCE PARTNERS, LLC 5,947 17,156 65% 2020-06-30
GIRARD PARTNERS LTD. 5,943 6,788 12% 2020-06-30
Endurance Wealth Management, Inc. 5,922 0 New Buy 2020-06-30
Rockbridge Investment Management, LCC 5,914 0 New Buy 2020-06-30
WASHINGTON TRUST CO 5,911 4,461 33% 2020-06-30
TIAA ENDOWMENT & PHILANTHROPIC SERVICES, LLC 5,906 34,960 83% 2020-06-30
WAGNER CAPITAL MANAGEMENT CORP 5,903 5,383 10% 2020-06-30
EDMOND DE ROTHSCHILD HOLDING S.A. 0 5,890 Sold Out 2020-06-30
Aft, Forsyth & Company, Inc. 5,883 0 New Buy 2020-06-30
Landsberg, Bennett, & Dubbaneh LLC 5,877 6,349 7% 2020-06-30
Retirement Planning Group 5,870 5,957 1% 2020-06-30
Disciplined Investments, LLC 5,852 5,989 2% 2020-06-30
XML Financial, LLC 5,821 5,751 1% 2020-06-30
Capital Advisors, Ltd. LLC 5,759 5,771 0% 2020-06-30
Evanson Asset Management, LLC 5,721 5,720 0% 2020-06-30
Covington Capital Management 5,704 1,412 304% 2020-06-30
MISSION CREEK CAPITAL PARTNERS, INC 5,700 0 New Buy 2020-06-30
Ascent Wealth Partners, LLC 5,660 9,834 42% 2020-06-30
DUNCKER STREETT & CO INC 5,656 5,343 6% 2020-06-30
Csenge Advisory Group 5,642 1,998 182% 2020-06-30
Next Capital Management LLC 5,577 13,048 57% 2020-06-30
Carl P. Sherr & Co., LLC 3,274 0 New Buy 2020-06-30
HILLTOP WEALTH ADVISORS, LLC 5,423 0 New Buy 2020-06-30
TRUSTCORE FINANCIAL SERVICES, LLC 5,356 4,289 25% 2020-06-30
TRADITION ASSET MANAGEMENT LLC 5,337 5,337 No Change 2020-06-30
Parallel Advisors, LLC 5,335 6,011 11% 2020-06-30
Ballew Advisors, Inc 4,905 0 New Buy 2020-06-30
CAMBRIDGE TRUST CO 5,299 7,473 29% 2020-06-30
Pinnacle Family Advisors, LLC 5,288 0 New Buy 2020-06-30
ARQ WEALTH ADVISORS, LLC 5,275 5,267 0% 2020-06-30
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 5,236 4,932 6% 2020-06-30
WP Advisors, LLC 5,092 5,044 1% 2020-06-30
Dorsey & Whitney Trust CO LLC 5,058 8,902 43% 2020-06-30
BTC Capital Management, Inc. 5,006 5,735 13% 2020-06-30
Mine & Arao Wealth Creation & Management, LLC. 1,509 1,507 0% 2020-06-30
Patriot Investment Management Inc. 4,917 4,702 5% 2020-06-30
Lakeview Capital Partners, LLC 4,856 5,520 12% 2020-06-30
Essex Private Wealth Management, LLC 4,847 2,003 142% 2020-06-30
Gs Investments, Inc. 4,811 4,918 2% 2020-06-30
QCI ASSET MANAGEMENT INC/NY 4,798 4,248 13% 2020-06-30
ROPES WEALTH ADVISORS LLC 4,794 1,724 178% 2020-06-30
Verdence Capital Advisors LLC 4,758 4,713 1% 2020-06-30
Carmichael Hill & Associates, Inc. 4,753 5,047 6% 2020-06-30
REGENTATLANTIC CAPITAL LLC 4,752 4,730 0% 2020-06-30
Granite Springs Asset Management LLC 4,702 4,869 3% 2020-06-30
RDL FINANCIAL INC 4,683 4,431 6% 2020-06-30
CENTAURUS FINANCIAL, INC. 4,683 15,586 70% 2020-06-30
Intersect Capital LLC 4,682 4,658 1% 2020-06-30
CAPROCK Group, Inc. 4,663 4,387 6% 2020-06-30
Neuberger Berman Group LLC 4,590 4,746 3% 2020-06-30
Prospera Financial Services 4,585 0 New Buy 2020-06-30
SPINNAKER TRUST 4,566 45,606 90% 2020-06-30
OXFORD FINANCIAL GROUP LTD 4,552 4,552 No Change 2020-06-30
KG&L Capital Management,LLC 4,529 4,636 2% 2020-06-30
WealthStone, Inc. 4,515 1,475 206% 2020-06-30
Investors Financial Group, LLC 4,470 4,454 0% 2020-06-30
Pflug Koory, LLC 4,441 30 14,703% 2020-06-30
MOGY JOEL R INVESTMENT COUNSEL INC 4,440 44,565 90% 2020-06-30
Peachtree Investment Partners, LLC 4,345 0 New Buy 2020-06-30
Bernardo Wealth Planning LLC 4,295 6,208 31% 2020-06-30
Cooper Financial Group 4,286 3,372 27% 2020-06-30
WEATHERLY ASSET MANAGEMENT LP /ADV 4,274 4,739 10% 2020-06-30
King Wealth Management Group, LLC 4,236 2,284 85% 2020-06-30
MILLENNIUM MANAGEMENT LLC 4,200 0 New Buy 2020-06-30
Hall Kathryn A. 4,200 0 New Buy 2020-06-30
Maryland Capital Management, LLC 4,179 0 New Buy 2020-06-30
TOWNSQUARE CAPITAL LLC 4,174 5,557 25% 2020-06-30
Intellectus Partners, LLC 4,171 4,436 6% 2020-06-30
BBVA USA BANCSHARES INC 4,162 5,575 25% 2020-06-30
DOWLING & YAHNKE INC 4,158 3,451 20% 2020-06-30
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 4,149 3,166 31% 2020-06-30
Calamos Wealth Management LLC 4,123 4,123 No Change 2020-06-30
BSC PRIVATE WEALTH MANAGEMENT, LLC 4,123 3,588 15% 2020-06-30
Ipswich Investment Management Co., Inc. 4,111 4,293 4% 2020-06-30
WETHERBY ASSET MANAGEMENT INC 4,108 1,783 130% 2020-06-30
Perkins Coie Trust Co 4,094 4,094 No Change 2020-06-30
MARCO INVESTMENT MANAGEMENT LLC 4,091 4,091 No Change 2020-06-30
Feltz Wealth PLAN Inc. 4,085 0 New Buy 2020-06-30
Quad-Cities Investment Group, LLC 4,084 3,332 23% 2020-06-30
Moisand Fitzgerald Tamayo, LLC 4,075 0 New Buy 2020-06-30
CT Mason 550 4,030 86% 2020-06-30
Claro Advisors LLC 4,025 3,526 14% 2020-06-30
Palisade Asset Management, LLC 4,012 3,899 3% 2020-06-30
KDI CAPITAL PARTNERS LLC 4,009 4,639 14% 2020-06-30
Spectrum Management Group, Inc. 3,923 4,364 10% 2020-06-30
FIRST NATIONAL CORP /MA/ /ADV 3,920 3,392 16% 2020-06-30
FIRST MERCHANTS CORP 3,919 3,919 No Change 2020-06-30
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 3,914 3,895 0% 2020-06-30
Mechanics Bank Trust Department 3,836 3,746 2% 2020-06-30
Treasurer of the State of North Carolina 3,829 6,491 41% 2020-06-30
Capital Bank & Trust Co 3,805 4,157 8% 2020-06-30
Eldridge Investment Advisors, Inc. 3,782 2,742 38% 2020-06-30
Financeware, Inc. 3,777 3,478 9% 2020-06-30
John W. Brooker & Co., CPAs 3,763 3,722 1% 2020-06-30
Meridian Wealth Management, LLC 3,746 8,608 56% 2020-06-30
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,743 4,242 12% 2020-06-30
Family Management Corp 3,706 4,233 12% 2020-06-30
HARDESTY CAPITAL MANAGEMENT CORP 3,675 3,585 3% 2020-06-30
TEXAS CAPITAL BANCSHARES INC/TX 3,673 0 New Buy 2020-06-30
Stanley-Laman Group, Ltd. 3,662 3,573 2% 2020-06-30
Brookmont Capital Management 3,653 4,014 9% 2020-06-30
Cedar Brook Financial Partners, LLC 3,642 8,816 59% 2020-06-30
THOROUGHBRED FINANCIAL SERVICES, LLC 3,641 3,103 17% 2020-06-30
Fiduciary Group LLC 3,638 3,447 6% 2020-06-30
Kovitz Investment Group Partners, LLC 3,607 0 New Buy 2020-06-30
DUBUQUE BANK & TRUST CO 3,604 4,799 25% 2020-06-30
Madden Advisory Services, Inc. 3,590 4,839 26% 2020-06-30
Personal Capital Advisors Corp 3,586 7,033 49% 2020-06-30
TRUST CO OF TOLEDO NA /OH/ 3,585 3,585 No Change 2020-06-30
CIM, LLC 3,570 3,570 No Change 2020-06-30
Summit Trail Advisors, LLC 3,560 4,828 26% 2020-06-30
AJ WEALTH STRATEGIES, LLC 3,551 0 New Buy 2020-06-30
V Wealth Management,LLC 678 998 32% 2020-06-30
TNB Financial 3,546 5,342 34% 2020-06-30
VISTA CAPITAL PARTNERS, INC. 3,536 4,585 23% 2020-06-30
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 3,531 3,531 No Change 2020-06-30
Relative Value Partners Group, LLC 3,529 0 New Buy 2020-06-30
Carnick & Kubik Group, LLC 3,524 3,687 4% 2020-06-30
Mutual Advisors, LLC 3,520 0 New Buy 2020-06-30
TFG Advisers LLC 0 2,944 Sold Out 2020-06-30
S.A. Mason LLC 3,478 3,368 3% 2020-06-30
Institute for Wealth Management, LLC. 3,462 0 New Buy 2020-06-30
Sullivan, Bruyette, Speros & Blaney, Inc. 3,456 2,385 45% 2020-06-30
FINANCIAL CONSULATE, INC 3,432 5,575 38% 2020-06-30
TOCQUEVILLE ASSET MANAGEMENT LP 3,395 7,095 52% 2020-06-30
Courage Miller Partners, LLC 3,364 3,369 0% 2020-06-30
BancorpSouth Bank 3,347 0 New Buy 2020-06-30
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 3,283 3,136 5% 2020-06-30
Stockman Asset Management 3,274 3,292 1% 2020-06-30
Financial Partners Group, Inc 3,269 4,108 20% 2020-06-30
CAPITAL ONE FINANCIAL CORP 3,232 4,095 21% 2020-06-30
Sharkey, Howes & Javer 3,225 3,299 2% 2020-06-30
Tranquility Partners, LLC 3,195 3,613 12% 2020-06-30
MCRAE CAPITAL MANAGEMENT INC 3,176 2,965 7% 2020-06-30
Blue Creek Investment Partners, LLC 3,173 2,072 53% 2020-06-30
TSFG, LLC 3,155 1,210 161% 2020-06-30
CWS Financial Advisors, LLC 3,117 0 New Buy 2020-06-30
MISSION WEALTH MANAGEMENT, LLC 3,116 3,301 6% 2020-06-30
Geneva Partners, LLC 3,092 3,417 10% 2020-06-30
55I, LLC 3,092 0 New Buy 2020-06-30
GARRISON POINT ADVISORS, LLC 3,085 2,140 44% 2020-06-30
SeaCrest Wealth Management, LLC 3,079 2,880 7% 2020-06-30
BRIGHTON JONES LLC 3,062 5,588 45% 2020-06-30
CARY STREET PARTNER INVESTMENT ADVISORY LLC 3,061 0 New Buy 2020-06-30
MITCHELL CAPITAL MANAGEMENT CO 3,052 3,199 5% 2020-06-30
Pointe Capital Management LLC 3,042 2,908 5% 2020-06-30
Venture Visionary Partners LLC 3,024 3,934 23% 2020-06-30
Laurel Wealth Advisors LLC 2,986 2,981 0% 2020-06-30
Abbrea Capital, LLC 2,985 3,754 20% 2020-06-30
CPCM, LLC 2,983 2,893 3% 2020-06-30
PACIFIC SUN FINANCIAL CORP 2,981 2,981 No Change 2020-06-30
Vestmark Advisory Solutions, Inc. 2,965 0 New Buy 2020-06-30
MOODY LYNN & CO/ 2,942 3,442 15% 2020-06-30
SG Americas Securities, LLC 2,921 3,942 26% 2020-06-30
FORT PITT CAPITAL GROUP, LLC 2,920 0 New Buy 2020-06-30
AMARILLO NATIONAL BANK 2,884 2,803 3% 2020-06-30
Nadler Financial Group, Inc. 2,881 3,551 19% 2020-06-30
North Star Investment Management Corp. 2,870 3,105 8% 2020-06-30
Goldstein Munger & Associates 2,864 2,864 No Change 2020-06-30
Oak Asset Management, LLC 2,840 3,230 12% 2020-06-30
Glassman Wealth Services 2,834 2,949 4% 2020-06-30
APPLETON PARTNERS INC/MA 2,829 4,102 31% 2020-06-30
Enterprise Bank & Trust Co 2,816 4,135 32% 2020-06-30
Ballast, Inc. 2,796 2,864 2% 2020-06-30
Hanson McClain, Inc. 2,778 2,202 26% 2020-06-30
SVB Wealth Advisory, Inc. 2,773 2,862 3% 2020-06-30
ROSENBLUM SILVERMAN SUTTON S F INC /CA 2,772 2,748 1% 2020-06-30
DROMS STRAUSS ADVISORS INC /MO/ /ADV 2,772 15,032 82% 2020-06-30
STRATEGY ASSET MANAGERS LLC 2,745 3,072 11% 2020-06-30
Summit X, LLC 2,736 2,755 1% 2020-06-30
F3Logic, LLC 2,736 2,835 3% 2020-06-30
D L CARLSON INVESTMENT GROUP INC 2,733 3,771 28% 2020-06-30
Northeast Financial Consultants Inc 2,732 2,731 0% 2020-06-30
Joel Isaacson & Co., LLC 2,727 3,024 10% 2020-06-30
Paulson Wealth Management Inc. 2,718 2,724 0% 2020-06-30
FIRST WILSHIRE SECURITIES MANAGEMENT INC 2,700 2,700 No Change 2020-06-30
EVERETT HARRIS & CO /CA/ 2,689 2,374 13% 2020-06-30
HOWARD WEALTH MANAGEMENT, LLC 2,679 2,677 0% 2020-06-30
Robertson Stephens Wealth Management, LLC 2,673 15,918 83% 2020-06-30
CONGRESS ASSET MANAGEMENT CO /MA 2,668 4,000 33% 2020-06-30
Hollow Brook Associates LLC 2,668 2,668 No Change 2020-06-30
OPTIMUM INVESTMENT ADVISORS 2,664 2,661 0% 2020-06-30
MOTCO 2,664 2,578 3% 2020-06-30
ALERUS FINANCIAL NA 2,657 2,657 No Change 2020-06-30
Ziegler Capital Management, LLC 2,657 2,657 No Change 2020-06-30
NewFocus Financial Group, LLC 2,650 1,514 75% 2020-06-30
Coastal Investment Advisors, Inc. 2,650 1,863 42% 2020-06-30
TL Private Wealth 2,629 3,011 13% 2020-06-30
Tortoise Investment Management, LLC 2,620 2,620 No Change 2020-06-30
Covenant Multifamily Offices, LLC 2,600 2,826 8% 2020-06-30
Nikulski Financial, Inc. 2,600 2,920 11% 2020-06-30
Fulcrum Capital LLC 2,597 45,652 94% 2020-06-30
GAMBLE JONES INVESTMENT COUNSEL 2,587 2,587 No Change 2020-06-30
Cypress Wealth Services, LLC 2,585 4,019 36% 2020-06-30
HOWLAND CAPITAL MANAGEMENT INC 2,584 0 New Buy 2020-06-30
DOCK STREET ASSET MANAGEMENT INC 2,581 2,593 0% 2020-06-30
SCHRODER INVESTMENT MANAGEMENT GROUP 2,565 0 New Buy 2020-06-30
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 2,565 3,236 21% 2020-06-30
CULBERTSON A N & CO INC 2,558 2,558 No Change 2020-06-30
Elwood & Goetz Wealth Advisory Group, LLC 2,554 0 New Buy 2020-06-30
Armor Investment Advisors, LLC 2,553 2,673 4% 2020-06-30
GREENWOOD CAPITAL ASSOCIATES LLC 2,540 2,540 No Change 2020-06-30
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,534 0 New Buy 2020-06-30
Sage Capital Advisors,llc 2,512 2,490 1% 2020-06-30
Maple Capital Management, Inc. 2,501 0 New Buy 2020-06-30
Opus Capital Group, LLC 2,497 2,497 No Change 2020-06-30
WATERS PARKERSON & CO INC 2,470 2,693 8% 2020-06-30
Merriman Wealth Management, LLC 2,451 3,542 31% 2020-06-30
MUTUAL OF OMAHA BANK WEALTH MANAGEMENT 2,450 2,750 11% 2020-06-30
KING LUTHER CAPITAL MANAGEMENT CORP 2,433 2,433 No Change 2020-06-30
PATTEN & PATTEN INC/TN 2,427 2,626 8% 2020-06-30
GenWealth Group, Inc. 2,426 2,566 5% 2020-06-30
Garrison Point Capital, LLC 2,426 0 New Buy 2020-06-30
Parkside Financial Bank & Trust 2,421 2,611 7% 2020-06-30
Hochman Cole Investment Advisors, Inc. 2,415 2,525 4% 2020-06-30
EagleClaw Capital Managment, LLC 2,393 2,393 No Change 2020-06-30
Geller Family Office Services, LLC 2,370 4,870 51% 2020-06-30
Marquette Asset Management Inc. 2,368 2,368 No Change 2020-06-30
DEARBORN PARTNERS LLC 2,320 3,294 30% 2020-06-30
FIS GROUP, INC. 2,308 0 New Buy 2020-06-30
Austin Private Wealth, LLC 2,302 2,779 17% 2020-06-30
ATHENA CAPITAL ADVISORS LLC 2,300 18,813 88% 2020-06-30
Conservest Capital Advisors, Inc. 2,299 2,288 0% 2020-06-30
Peterson Wealth Advisors, LLC 2,296 2,858 20% 2020-06-30
Somerset Trust Co 2,287 4,720 52% 2020-06-30
Choate Investment Advisors 2,286 2,286 No Change 2020-06-30
BLUESTEM FINANCIAL ADVISORS, LLC 2,281 0 New Buy 2020-06-30
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 2,256 0 New Buy 2020-06-30
SCBT FINANCIAL CORP 2,245 2,322 3% 2020-06-30
INNEALTA CAPITAL, LLC 2,231 2,015 11% 2020-06-30
Pathstone Family Office, LLC 2,222 0 New Buy 2020-06-30
Estate Counselors, LLC 2,200 2,300 4% 2020-06-30
Private Portfolio Partners LLC 2,186 0 New Buy 2020-06-30
Horan Securities, Inc. 2,185 1,940 13% 2020-06-30
LeJeune Puetz Investment Counsel LLC 2,180 2,180 No Change 2020-06-30
Lion Street Advisors, LLC 2,156 1,154 87% 2020-06-30
JMG Financial Group, Ltd. 2,144 2,144 No Change 2020-06-30
Shepherd Financial Partners LLC 2,135 3,640 41% 2020-06-30
InterOcean Capital, LLC 2,134 2,131 0% 2020-06-30
Columbia Trust Co 01012016 2,120 2,120 No Change 2020-06-30
Titus Wealth Management 2,115 2,099 1% 2020-06-30
Bragg Financial Advisors, Inc 2,106 0 New Buy 2020-06-30
SkyOak Wealt, LLC 2,098 2,144 2% 2020-06-30
Emerald Investment Partners, LLC 2,093 3,240 35% 2020-06-30
TrueNorth, Inc. 2,089 0 New Buy 2020-06-30
AMERICAN NATIONAL BANK 2,085 2,085 No Change 2020-06-30
BENJAMIN F. EDWARDS & COMPANY, INC. 2,084 2,321 10% 2020-06-30
Freestone Capital Holdings, LLC 2,080 3,296 37% 2020-06-30
BOENNING & SCATTERGOOD, INC. 2,064 2,817 27% 2020-06-30
J. W. Coons Advisors, LLC 2,063 2,286 10% 2020-06-30
TERRIL BROTHERS, INC. 2,052 2,052 No Change 2020-06-30
Toroso Investments, LLC 2,051 0 New Buy 2020-06-30
NWK Group, Inc. 2,034 1,971 3% 2020-06-30
EPG Wealth Management LLC 0 7,759 Sold Out 2020-06-30
J. L. Bainbridge & Co., Inc. 2,017 2,017 No Change 2020-06-30
Mosaic Family Wealth, LLC 2,016 0 New Buy 2020-06-30
LexAurum Advisors, LLC 2,016 2,299 12% 2020-06-30
Day & Ennis, LLC 2,014 1,388 45% 2020-06-30
DIMENSION CAPITAL MANAGEMENT PARTNERS 2,010 2,010 No Change 2020-06-30
First Citizens Financial Corp 2,007 2,173 8% 2020-06-30
TrinityPoint Wealth, LLC 2,006 2,541 21% 2020-06-30
SP Asset Management 2,002 2,447 18% 2020-06-30
Archetype Wealth Partners, LLC 1,999 0 New Buy 2020-06-30
TRUST CO OF VIRGINIA /VA 1,996 1,999 0% 2020-06-30
Sunbelt Securities, Inc. 1,996 0 New Buy 2020-06-30
PERSONAL CFO SOLUTIONS, LLC 1,990 5,285 62% 2020-06-30
WAYNE HUMMER ASSET MANAGEMENT CO 1,989 2,049 3% 2020-06-30
Column Capital Advisors, LLC 1,977 1,577 25% 2020-06-30
Zhang Financial LLC 1,972 2,391 18% 2020-06-30
Essex Savings Bank 1,935 4,380 56% 2020-06-30
MARTIN & CO INC /TN/ 1,929 1,929 No Change 2020-06-30
Family Legacy, Inc. 1,916 1,867 3% 2020-06-30
Peak Asset Management, LLC 1,914 0 New Buy 2020-06-30
Plancorp, LLC 1,907 1,935 1% 2020-06-30
One Capital Management, LLC 1,898 2,287 17% 2020-06-30
BALDWIN BROTHERS INC/MA 1,890 1,945 3% 2020-06-30
FINANCIAL ADVISORY CORP /UT/ /ADV 1,882 0 New Buy 2020-06-30
MAIRS & POWER INC 1,880 0 New Buy 2020-06-30
Summit Asset Management, LLC 1,863 1,863 No Change 2020-06-30
Principle Wealth Partners LLC 1,859 2,062 10% 2020-06-30
Strategic Blueprint, LLC 1,857 2,045 9% 2020-06-30
Grant Street Asset Management, Inc. 1,851 0 New Buy 2020-06-30
MEEDER ASSET MANAGEMENT INC 1,843 3,147 41% 2020-06-30
Stony Point Wealth Management Inc. 1,840 1,823 1% 2020-06-30
Atlas Private Wealth Advisors 1,838 0 New Buy 2020-06-30
Partnervest Advisory Services LLC 106 106 No Change 2020-06-30
DAVIDSON TRUST CO 1,829 1,829 No Change 2020-06-30
LEE DANNER & BASS INC 1,827 1,864 2% 2020-06-30
Financial Architects, Inc 1,812 1,812 No Change 2020-06-30
QUANTLAB CAPITAL MANAGEMENT LTD 1,800 0 New Buy 2020-06-30
Livingston Group Asset Management CO (operating as Southport Capital Management) 1,798 1,775 1% 2020-06-30
Allred Capital Management, LLC 1,790 2,182 18% 2020-06-30
BCS Wealth Management 1,775 1,861 5% 2020-06-30
180 WEALTH ADVISORS, LLC 1,774 6,626 73% 2020-06-30
ROWLAND CARMICHAEL ADVISORS INC /ADV 1,763 1,750 1% 2020-06-30
Barrett Asset Management, LLC 1,755 1,690 4% 2020-06-30
CapWealth Advisors, LLC 1,753 0 New Buy 2020-06-30
First Heartland Consultants, Inc. 1,749 1,858 6% 2020-06-30
NORTHSTAR WEALTH PARTNERS LLC 1,738 0 New Buy 2020-06-30
CONCENTRIC WEALTH MANAGEMENT, LLC 1,727 1,727 No Change 2020-06-30
GUYASUTA INVESTMENT ADVISORS INC 1,715 1,715 No Change 2020-06-30
Alpha Cubed Investments, LLC 1,695 2,400 29% 2020-06-30
Hummer Financial Advisory Services Inc 1,692 1,692 No Change 2020-06-30
Clear Creek Financial Management, LLC 1,681 0 New Buy 2020-06-30
MERIDIAN INVESTMENT COUNSEL INC. 1,680 1,680 No Change 2020-06-30
SAGE RHINO CAPITAL LLC 1,680 1,505 12% 2020-06-30
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1,666 2,083 20% 2020-06-30
LS Investment Advisors, LLC 1,657 1,657 No Change 2020-06-30
Jordan Park Group LLC 1,630 1,630 No Change 2020-06-30
Adaptive Financial Consulting, LLC 1,628 0 New Buy 2020-06-30
EVERGREEN CAPITAL MANAGEMENT LLC 1,613 0 New Buy 2020-06-30
STOCK YARDS BANK & TRUST CO 1,610 1,679 4% 2020-06-30
BERKSHIRE ASSET MANAGEMENT INC/PA 1,605 3,645 56% 2020-06-30
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,601 1,807 11% 2020-06-30
LEGAL & GENERAL GROUP PLC 1,590 7,940 80% 2020-06-30
CARRET ASSET MANAGEMENT 1,589 1,569 1% 2020-06-30
EVOKE WEALTH, LLC 1,587 1,587 No Change 2020-06-30
SCOTIA CAPITAL INC. 1,585 2,993 47% 2020-06-30
Baystate Wealth Management LLC 1,585 1,635 3% 2020-06-30
SIGNATUREFD, LLC 1,583 1,848 14% 2020-06-30
BEACON INVESTMENT ADVISORY SERVICES, INC. 1,557 1,557 No Change 2020-06-30
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 1,550 1,550 No Change 2020-06-30
Ausdal Financial Partners, Inc. 1,545 2,039 24% 2020-06-30
Weaver Consulting Group 1,535 1,535 No Change 2020-06-30
Lighthouse Financial Advisors, Inc. 1,529 0 New Buy 2020-06-30
Bank of the Ozarks 1,528 1,718 11% 2020-06-30
LAKE STREET FINANCIAL LLC 1,522 2,201 31% 2020-06-30
Key FInancial Inc 1,522 1,622 6% 2020-06-30
Confluence Wealth Management LLC 1,515 1,605 6% 2020-06-30
Teamwork Financial Advisors, LLC 1,512 0 New Buy 2020-06-30
IFG Advisors, LLC 1,511 1,408 7% 2020-06-30
Kavar Capital Partners, LLC 1,509 1,509 No Change 2020-06-30
ABSOLUTE INVESTMENT MANAGEMENT LLC 1,501 1,305 15% 2020-06-30
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 1,501 0 New Buy 2020-06-30
SFMG, LLC 1,498 1,498 No Change 2020-06-30
IPG Investment Advisors LLC 1,497 1,591 6% 2020-06-30
HOLLENCREST SECURITIES LLC 1,496 0 New Buy 2020-06-30
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,490 3,277 55% 2020-06-30
Schneider Downs Wealth Management Advisors, LP 1,483 1,546 4% 2020-06-30
Aurum Wealth Management Group, LLC 1,480 2,045 28% 2020-06-30
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,475 12,317 88% 2020-06-30
Radnor Capital Management, LLC 1,460 1,460 No Change 2020-06-30
Harborview Advisors, LLC 1,456 1,456 No Change 2020-06-30
Belpointe Asset Management LLC 1,446 0 New Buy 2020-06-30
Van Cleef Asset Management,Inc 1,434 0 New Buy 2020-06-30
WHALEROCK POINT PARTNERS, LLC 1,429 0 New Buy 2020-06-30
Premier Asset Managment LLC 1,425 1,425 No Change 2020-06-30
Alliance Wealth Management Group 1,424 0 New Buy 2020-06-30
Gibson Capital Management, Ltd. 1,422 1,422 No Change 2020-06-30
HHM Wealth Advisors, LLC 1,418 1,410 1% 2020-06-30
TCTC Holdings, LLC 1,405 1,875 25% 2020-06-30
Berkeley Capital Partners, LLC 1,398 0 New Buy 2020-06-30
EPIQ PARTNERS, LLC 1,398 1,756 20% 2020-06-30
ROMAN BUTLER FULLERTON & CO 1,391 0 New Buy 2020-06-30
Haverford Financial Services, Inc. 1,365 0 New Buy 2020-06-30
ENTERPRISE FINANCIAL SERVICES CORP 1,363 0 New Buy 2020-06-30
PROFFITT & GOODSON INC 1,355 1,355 No Change 2020-06-30
Jacobi Capital Management LLC 1,350 685 97% 2020-06-30
Aft, Forsyth & Sober, LLC 1,350 1,125 20% 2020-06-30
HOHIMER WEALTH MANAGEMENT, LLC 1,343 0 New Buy 2020-06-30
BLB&B Advisors, LLC 1,340 0 New Buy 2020-06-30
Capital Directions Investment Advisors, LLC 1,331 1,381 4% 2020-06-30
MCDANIEL TERRY & CO 1,326 0 New Buy 2020-06-30
Affinity Capital Advisors, LLC 1,324 0 New Buy 2020-06-30
McNaughton Wealth Management, LLC 1,320 1,405 6% 2020-06-30
Gradient Capital Advisors, LLC 1,309 0 New Buy 2020-06-30
PRICE T ROWE ASSOCIATES INC /MD/ 1,305 0 New Buy 2020-06-30
Archer Investment Corp 0 1,627 Sold Out 2020-06-30
Shulman DeMeo Asset Management LLC 1,300 0 New Buy 2020-06-30
Visionary Wealth Advisors 1,300 0 New Buy 2020-06-30
ELM ADVISORS, LLC 1,299 1,466 11% 2020-06-30
Ridgewood Investments LLC 1,293 0 New Buy 2020-06-30
Harvest Investment Services, LLC 1,290 0 New Buy 2020-06-30
Perennial Investment Advisors, LLC 1,288 1,468 12% 2020-06-30
CLS INVESTMENT FIRM, LLC 1,282 0 New Buy 2020-06-30
Maltin Wealth Management, Inc. 1,282 0 New Buy 2020-06-30
Capital Planning Advisors, LLC 1,276 20,644 94% 2020-06-30
Eqis Capital Management, Inc. 1,275 561,928 100% 2020-06-30
Sugarloaf Wealth Management, LLC 1,265 1,899 33% 2020-06-30
ATTICUS WEALTH MANAGEMENT, LLC 1,250 16,235 92% 2020-06-30
Great Diamond Partners, LLC 1,243 1,481 16% 2020-06-30
PLANNING DIRECTIONS INC 1,239 0 New Buy 2020-06-30
PAX Financial Group, LLC 1,231 1,307 6% 2020-06-30
CAROLINAS WEALTH CONSULTING LLC 1,225 1,222 0% 2020-06-30
Meridian Financial Partners LLC 1,218 0 New Buy 2020-06-30
Engrave Wealth Partners LLC 1,216 1,216 No Change 2020-06-30
CAPITAL CITY TRUST CO/FL 1,215 4,250 71% 2020-06-30
BARCLAYS PLC 530 530 No Change 2020-06-30
REDW Stanley Financial Advisors LLC 1,199 0 New Buy 2020-06-30
TORONTO DOMINION BANK 1,198 1,198 No Change 2020-06-30
Hoover Financial Advisors, Inc. 1,196 0 New Buy 2020-06-30
Aurora Private Wealth, Inc. 1,194 1,732 31% 2020-06-30
Doyle Wealth Management 1,193 0 New Buy 2020-06-30
Concorde Asset Management, LLC 140 0 New Buy 2020-06-30
SCHNIEDERS CAPITAL MANAGEMENT LLC 1,180 0 New Buy 2020-06-30
Jentner Corp 1,180 0 New Buy 2020-06-30
TRUEWEALTH LLC 1,180 1,180 No Change 2020-06-30
KMG FIDUCIARY PARTNERS, LLC 1,177 0 New Buy 2020-06-30
BURNEY CO/ 1,158 0 New Buy 2020-06-30
SALEM INVESTMENT COUNSELORS INC 1,152 0 New Buy 2020-06-30
Lincoln Capital LLC 1,150 0 New Buy 2020-06-30
Bull Street Advisors, LLC 1,149 0 New Buy 2020-06-30
O'Brien Greene & Co. Inc 1,138 0 New Buy 2020-06-30
Willow Creek Wealth Management Inc. 1,137 0 New Buy 2020-06-30
HUDSON CANYON INVESTMENT COUNSELORS LLC 1,135 0 New Buy 2020-06-30
Wealthstreet Investment Advisors, LLC 1,135 0 New Buy 2020-06-30
WJ Wealth Management, LLC 1,132 0 New Buy 2020-06-30
LAKE STREET ADVISORS GROUP, LLC 1,130 0 New Buy 2020-06-30
SlateStone Wealth, LLC 1,130 0 New Buy 2020-06-30
Veracity Capital LLC 1,129 1,915 41% 2020-06-30
Venturi Wealth Management, LLC 1,125 0 New Buy 2020-06-30
Trust Co 1,109 965 15% 2020-06-30
THOMPSON SIEGEL & WALMSLEY LLC 1,107 874 27% 2020-06-30
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 1,093 1,179 7% 2020-06-30
DOHJ, LLC 1,064 15,985 93% 2020-06-30
Clearbridge Advisors, LLC 1,053 0 New Buy 2020-06-30
Investment Research & Advisory Group, Inc. 1,049 1,049 No Change 2020-06-30
Psagot Investment House Ltd. 1,007 1,007 No Change 2020-06-30
Private Ocean, LLC 990 1,510 34% 2020-06-30
Main Management LLC 965 965 No Change 2020-06-30
New Potomac Partners, LLC 963 1,005 4% 2020-06-30
Quantbot Technologies LLC 955 0 New Buy 2020-06-30
Hillstrust 929 0 New Buy 2020-06-30
Granite Investment Partners, LLC 911 117 679% 2020-06-30
Clean Yield Group 900 1,800 50% 2020-06-30
LIBERTY WEALTH MANAGEMENT LLC 900 835 8% 2020-06-30
Ariel Capital Advisors, LLC 884 1,341 34% 2020-06-30
Powell Investment Advisors, LLC 834 834 No Change 2020-06-30
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 779 36 2,064% 2020-06-30
Sonora Investment Management, LLC 758 1,064 29% 2020-06-30
Compagnie Lombard, Odier SCA 739 0 New Buy 2020-06-30
JJJ Advisors Inc. 675 556 21% 2020-06-30
Apollon Wealth Management, LLC 671 1,860 64% 2020-06-30
Front Row Advisors LLC 625 625 No Change 2020-06-30
Independence Advisors, LLC 623 656 5% 2020-06-30
Atlas Private Wealth Management 614 0 New Buy 2020-06-30
Rosenberg Matthew Hamilton 600 600 No Change 2020-06-30
BEESE FULMER INVESTMENT MANAGEMENT, INC. 584 0 New Buy 2020-06-30
CX Institutional 565 565 No Change 2020-06-30
Gradient Investments LLC 559 586 5% 2020-06-30
Norway Savings Bank 558 276 102% 2020-06-30
TD Capital Management LLC 557 539 3% 2020-06-30
Evolution Wealth Advisors, LLC 550 570 4% 2020-06-30
Prestige Wealth Management Group LLC 536 536 No Change 2020-06-30
Savior LLC 490 490 No Change 2020-06-30
Regal Wealth Group, Inc. 484 483 0% 2020-06-30
ADIRONDACK TRUST CO 471 471 No Change 2020-06-30
BALLAST ADVISORS LLC 464 419 11% 2020-06-30
Eudaimonia Partners, LLC 464 4,136 89% 2020-06-30
Meridian Wealth Partners, LLC 445 0 New Buy 2020-06-30
Financial Advantage, Inc. 444 444 No Change 2020-06-30
Roble, Belko & Company, Inc 437 420 4% 2020-06-30
Hanson Investment Management 434 0 New Buy 2020-06-30
BIDWELL C M & ASSOCIATES LTD/ 393 0 New Buy 2020-06-30
STEPHENSON NATIONAL BANK & TRUST 388 450 14% 2020-06-30
M&R CAPITAL MANAGEMENT INC 375 200 88% 2020-06-30
Focused Wealth Management, Inc 365 426 14% 2020-06-30
Aptus Capital Advisors, LLC 365 326 12% 2020-06-30
AllSquare Wealth Management LLC 361 361 No Change 2020-06-30
Riggs Asset Managment Co. Inc. 360 360 No Change 2020-06-30
Harel Insurance Investments & Financial Services Ltd. 355 355 No Change 2020-06-30
West Oak Capital, LLC 332 200 66% 2020-06-30
Ambassador Advisors, LLC 306 327 6% 2020-06-30
Jackson Hole Capital Partners, LLC 305 305 No Change 2020-06-30
Stewardship Financial Advisors, LLC 297 222 34% 2020-06-30
Winslow, Evans & Crocker, Inc. 296 178 66% 2020-06-30
Efficient Wealth Management LLC 286 643 56% 2020-06-30
CABANA LLC 274 0 New Buy 2020-06-30
Banque Cantonale Vaudoise 271 0 New Buy 2020-06-30
PrairieView Partners, LLC 256 256 No Change 2020-06-30
Moser Wealth Advisors, LLC 255 255 No Change 2020-06-30
DELTA ASSET MANAGEMENT LLC/TN 248 248 No Change 2020-06-30
Stearns Financial Services Group 237 311 24% 2020-06-30
TCI Wealth Advisors, Inc. 230 30 667% 2020-06-30
Red Door Wealth Management, LLC 226 226 No Change 2020-06-30
Sowa Financial Group, Inc. 224 224 No Change 2020-06-30
ARLINGTON PARTNERS LLC 220 2,360 91% 2020-06-30
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 215 596 64% 2020-06-30
Global Financial Private Capital, LLC 213 262 19% 2020-06-30
Capstone Financial Group, Inc. 204 204 No Change 2020-06-30
First PREMIER Bank 200 200 No Change 2020-06-30
Legacy Bridge, LLC 200 200 No Change 2020-06-30
Filbrandt Wealth Management, LLC 192 95 102% 2020-06-30
MANCHESTER FINANCIAL INC 185 185 No Change 2020-06-30
Arkadios Wealth Advisors 185 435 57% 2020-06-30
PITTENGER & ANDERSON INC 180 180 No Change 2020-06-30
Independence Bank of Kentucky 179 179 No Change 2020-06-30
Sageworth Trust Co 167 0 New Buy 2020-06-30
Procyon Private Wealth Partners, LLC 163 0 New Buy 2020-06-30
FIRST MANHATTAN CO 159 219 27% 2020-06-30
RESOURCES MANAGEMENT CORP /CT/ /ADV 158 158 No Change 2020-06-30
BELLEVUE ASSET MANAGEMENT, LLC 150 150 No Change 2020-06-30
Kore Private Wealth LLC 146 0 New Buy 2020-06-30
Sailer Financial LLC 145 0 New Buy 2020-06-30
FSA Wealth Management LLC 140 0 New Buy 2020-06-30
WEST BANCORPORATION INC 129 129 No Change 2020-06-30
Rain Capital Management, LLC 125 125 No Change 2020-06-30
Eukles Asset Management 119 119 No Change 2020-06-30
Capital Investment Counsel, Inc 116 0 New Buy 2020-06-30
Larson Financial Group LLC 113 211 46% 2020-06-30
McIlrath & Eck, LLC 104 0 New Buy 2020-06-30
CFM WEALTH PARTNERS LLC 100 100 No Change 2020-06-30
Cypress Capital Management LLC (WY) 91 91 No Change 2020-06-30
HOWE & RUSLING INC 80 950 92% 2020-06-30
MARK SHEPTOFF FINANCIAL PLANNING, LLC 80 80 No Change 2020-06-30
Tradewinds Capital Management, LLC 71 71 No Change 2020-06-30
MPS Loria Financial Planners, LLC 71 0 New Buy 2020-06-30
ATWOOD & PALMER INC 70 70 No Change 2020-06-30
Stonebridge Capital Advisors LLC 70 70 No Change 2020-06-30
HCR Wealth Advisors 60 60 No Change 2020-06-30
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 57 57 No Change 2020-06-30
TFO-TDC, LLC 57 76 25% 2020-06-30
SYM FINANCIAL CORPORATION 54 54 No Change 2020-06-30
Transamerica Financial Advisors, Inc. 50 0 New Buy 2020-06-30
Asset Dedication, LLC 49 49 No Change 2020-06-30
Sound Income Strategies, LLC 46 116 60% 2020-06-30
REILLY FINANCIAL ADVISORS, LLC 45 40 13% 2020-06-30
Barnett & Company, Inc. 40 40 No Change 2020-06-30
AlphaCore Capital LLC 40 697 94% 2020-06-30
Balentine LLC 39 39 No Change 2020-06-30
Lehman & Derafelo Financial Resources LLC 38 0 New Buy 2020-06-30
HC FINANCIAL ADVISORS INC 35 35 No Change 2020-06-30
Braun-Bostich & Associates Inc. 32 32 No Change 2020-06-30
Perennial Advisors, LLC 31 0 New Buy 2020-06-30
Financial Management Professionals, Inc. 30 30 No Change 2020-06-30
SRS Capital Advisors, Inc. 26 0 New Buy 2020-06-30
ARCADIA INVESTMENT MANAGEMENT CORP/MI 21 0 New Buy 2020-06-30
Cordasco Financial Network 18 18 No Change 2020-06-30
Modus Advisors, LLC 18 0 New Buy 2020-06-30
Lowe fs, LLC 17 17 No Change 2020-06-30
Keebeck Wealth Management, LLC 15 0 New Buy 2020-06-30
Jaffetilchin Investment Partners, LLC 14 4,496 100% 2020-06-30
Tower View Investment Management & Research LLC 11 0 New Buy 2020-06-30
Aspire Private Capital, LLC 11 17 35% 2020-06-30
First Command Advisory Services, Inc. 10 2,310,603 100% 2020-06-30
PRIVATE CAPITAL MANAGEMENT LLC 8 8,456 100% 2020-06-30
Investors Research Corp 6 6 No Change 2020-06-30
Asset Advisors Investment Management, LLC 6 0 New Buy 2020-06-30
WEBSTER BANK, N. A. 5 5 No Change 2020-06-30
Versant Capital Management, Inc 5 5 No Change 2020-06-30
Cribstone Capital Management, LLC 4 4 No Change 2020-06-30
DIVIDEND GROWTH ADVISORS, LLC 1 302 100% 2020-06-30
Fisher Asset Management, LLC(Kenneth L. Fisher) 0 3,532 Sold Out 2020-06-30
Country Club Trust Company, n.a. 0 19,196 Sold Out 2020-06-30
CAMBIAR INVESTORS LLC 0 26,549 Sold Out 2020-06-30
ROOSEVELT INVESTMENT GROUP INC 0 4,319 Sold Out 2020-06-30
Strategic Point Investment Advisors, LLC 0 21,261 Sold Out 2020-06-30
EARNEST PARTNERS LLC 0 530 Sold Out 2020-06-30
ASPIRIANT, LLC 0 2,806 Sold Out 2020-06-30
PENN CAPITAL MANAGEMENT CO INC 0 1,881 Sold Out 2020-06-30
MACQUARIE GROUP LTD 0 101,500 Sold Out 2020-06-30
MCMILLION CAPITAL MANAGEMENT INC 0 370 Sold Out 2020-06-30
ZEKE CAPITAL ADVISORS, LLC 0 1,908 Sold Out 2020-06-30
Eastover Investment Advisors LLC 0 1,477 Sold Out 2020-06-30
AFFINITY WEALTH MANAGEMENT 0 1,296 Sold Out 2020-06-30
Empirical Financial Services, LLC 0 1,652 Sold Out 2020-06-30
JUMP TRADING, LLC 0 14,605 Sold Out 2020-06-30
MATHER GROUP, INC. 0 1,553 Sold Out 2020-06-30
New England Investment & Retirement Group, Inc. 0 311 Sold Out 2020-06-30
Independent Order of Foresters 0 101,500 Sold Out 2020-06-30
WRAPMANAGER INC 0 5,124 Sold Out 2020-06-30
Segment Wealth Management, LLC 0 1,845 Sold Out 2020-06-30
Sequoia Financial Advisors, LLC 0 16,905 Sold Out 2020-06-30
Pictet & Cie (Europe) SA 0 12,000 Sold Out 2020-06-30
Bellecapital International Ltd. 0 4,355 Sold Out 2020-06-30
ALTFEST L J & CO INC 0 1,913 Sold Out 2020-06-30
Union Bankshares Corp 0 150,448 Sold Out 2020-06-30
Gibraltar Capital Management, Inc. 0 2,506 Sold Out 2020-06-30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0 3,267 Sold Out 2020-06-30
MV Capital Management, Inc. 0 551 Sold Out 2020-06-30
Gerber Kawasaki Wealth & Investment Management 0 1,500 Sold Out 2020-06-30
Migdal Insurance & Financial Holdings Ltd. 0 696,630 Sold Out 2020-06-30
Brightworth 0 2,584 Sold Out 2020-06-30
Harwood Advisory Group, LLC 0 171 Sold Out 2020-06-30
WOLVERINE TRADING, LLC 0 53,674 Sold Out 2020-06-30
Aveo Capital Partners, LLC 0 2,462 Sold Out 2020-06-30
Stone House Investment Management, LLC 0 4,290 Sold Out 2020-06-30
SigFig Wealth Management, LLC 0 396,781 Sold Out 2020-06-30
Fortis Advisors, LLC 0 5,339 Sold Out 2020-06-30
Comprehensive Portfolio Management, LLC 0 1,529 Sold Out 2020-06-30
Parkside Investments, LLC 0 7,475 Sold Out 2020-06-30
Johnson Financial Group, LLC 0 2,007 Sold Out 2020-06-30
Circle Wealth Management, LLC 0 2,407 Sold Out 2020-06-30
RPTC Inc. 0 6,635 Sold Out 2020-06-30
Squar Milner Financial Services LLC 0 1,087 Sold Out 2020-06-30
Virtue Capital Management, LLC 0 22,122 Sold Out 2020-06-30
All Terrain Financial Advisors, LLC 0 1,604 Sold Out 2020-06-30
SWS Partners 0 18,329 Sold Out 2020-06-30
Resource Management, LLC 0 1,594 Sold Out 2020-06-30
OmniStar Financial Group, Inc. 0 48 Sold Out 2020-06-30
Pathway Financial Advisors LLC 0 2,385 Sold Out 2020-06-30
Newport Wealth Strategies, Inc. 0 1,705 Sold Out 2020-06-30
BREITER CAPITAL MANAGEMENT INC 0 2,123 Sold Out 2020-06-30
Rice Partnership, LLC 0 329 Sold Out 2020-06-30
MA Private Wealth 0 19,350 Sold Out 2020-06-30
Insight Wealth Strategies, LLC 0 5,218 Sold Out 2020-06-30
CYNOSURE MANAGEMENT, LLC 0 50,271 Sold Out 2020-06-30
RVW Wealth, LLC 0 4,725 Sold Out 2020-06-30
Outlook Wealth Advisors, LLC 0 13,478 Sold Out 2020-06-30
Knuff & Co LLC 0 199 Sold Out 2020-06-30
Spectrum Wealth Advisory Group, LLC 0 1,671 Sold Out 2020-06-30
Your Advocates Ltd., LLP 0 18 Sold Out 2020-06-30
Beaumont Asset Management, L.L.C. 0 4,302 Sold Out 2020-06-30
Retirement Network 0 24 Sold Out 2020-06-30
Secure Asset Management, LLC 0 4,238 Sold Out 2020-06-30
QP WEALTH MANAGEMENT, LLC 0 3,216 Sold Out 2020-06-30
Mattern Wealth Management LLC 0 4,316 Sold Out 2020-06-30
HawsGoodwin Investment Management LLC 0 95 Sold Out 2020-06-30
MATTERN CAPITAL MANAGEMENT, LLC 0 18,512 Sold Out 2020-06-30
Aberdeen Wealth Management LLC 0 1,162 Sold Out 2020-06-30
TRANSCEND WEALTH COLLECTIVE, LLC 0 6,875 Sold Out 2020-06-30
Royal Fund Management, LLC 0 117 Sold Out 2020-06-30
tru Independence LLC 0 43 Sold Out 2020-06-30
PNC FINANCIAL SERVICES GROUP INC 15,554 16,202 4% 2020-03-31
Hefren-Tillotson, Inc. 748,496 880,817 15% 2020-03-31
Global Beta Advisors LLC 328,339 294,733 11% 2020-03-31
MML INVESTORS SERVICES, LLC 271,868 316,016 14% 2020-03-31
Atlantic Trust Group, LLC 120,217 195,210 38% 2020-03-31
Pennsylvania Trust Co 97,739 0 New Buy 2020-03-31
Steward Partners Investment Advisory, LLC 91,475 92,950 2% 2020-03-31
First National Bank of Hutchinson 88,862 87,704 1% 2020-03-31
VESTOR CAPITAL CORP 50,606 80,192 37% 2020-03-31
Strategic Wealth Advisors Group,Inc. 39,486 77,108 49% 2020-03-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 36,670 31,247 17% 2020-03-31
BOYS ARNOLD & CO INC 35,092 35,597 1% 2020-03-31
Independence Wealth Advisors, Inc. 34,371 35,011 2% 2020-03-31
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 32,209 34,459 7% 2020-03-31
INTL FCSTONE INC. 27,039 14,381 88% 2020-03-31
DEUTSCHE BANK AG 22,143 20,408 9% 2020-03-31
Integer Wealth Advisors Group LLC 22,008 21,703 1% 2020-03-31
ACIMA PRIVATE WEALTH, LLC 21,688 430 4,944% 2020-03-31
Golden State Wealth Management, LLC 20,449 0 New Buy 2020-03-31
Watson Rebecca 19,574 20,122 3% 2020-03-31
Resources Investment Advisors, Inc. 3,676 2,643 39% 2020-03-31
PRIVATE TRUST CO NA 16,850 23,222 27% 2020-03-31
Laurel Wealth Advisors, Inc. 14,847 15,594 5% 2020-03-31
JNB Advisors LLC 14,678 0 New Buy 2020-03-31
Stratford Consulting, LLC 12,384 18,344 32% 2020-03-31
Osborn Rohs Williams & Donohoe Ltd 11,576 0 New Buy 2020-03-31
EASTERN BANK 10,855 12,023 10% 2020-03-31
UMA Financial Services, Inc. 8,820 14,389 39% 2020-03-31
ZWJ INVESTMENT COUNSEL INC 8,216 7,916 4% 2020-03-31
Unified Trust Company, N.A. 7,274 7,286 0% 2020-03-31
Silversage Advisors 6,785 13,106 48% 2020-03-31
Great Lakes Retirement, Inc. 5,282 4,934 7% 2020-03-31
Allen Capital Group, LLC 4,778 4,895 2% 2020-03-31
PIEDMONT INVESTMENT ADVISORS LLC 4,432 3,662 21% 2020-03-31
BRADLEY FOSTER & SARGENT INC/CT 4,422 4,667 5% 2020-03-31
Argent Wealth Management LLC 4,407 4,495 2% 2020-03-31
Financial Gravity Wealth, Inc. 139 139 No Change 2020-03-31
TRUST CO OF OKLAHOMA 4,330 4,340 0% 2020-03-31
Center for Financial Planning, Inc. 3,775 3,696 2% 2020-03-31
RDA Financial Network 3,238 4,369 26% 2020-03-31
Schwab Charitable Fund 2,430 2,477 2% 2020-03-31
Regis Management CO LLC 2,267 2,267 No Change 2020-03-31
LVM CAPITAL MANAGEMENT LTD/MI 2,224 2,224 No Change 2020-03-31
Huber Financial Advisors, LLC 2,155 2,595 17% 2020-03-31
CAPITAL FUND MANAGEMENT S.A. 2,068 0 New Buy 2020-03-31
RPg Family Wealth Advisory, LLC 2,048 6,329 68% 2020-03-31
Waterloo Capital, L.P. 1,710 0 New Buy 2020-03-31
NOESIS CAPITAL MANGEMENT CORP 1,695 1,695 No Change 2020-03-31
D. SCOTT NEAL, INC. 1,538 1,538 No Change 2020-03-31
SIMPLEX TRADING, LLC 1,431 2,756 48% 2020-03-31
Princeton Global Asset Management LLC 1,100 3,634 70% 2020-03-31
VERUS CAPITAL PARTNERS, LLC 582 5,537 89% 2020-03-31
New Capital Management LP 382 382 No Change 2020-03-31
Manchester Capital Management LLC 276 276 No Change 2020-03-31
Paragon Capital Management LLC 265 0 New Buy 2020-03-31
Capital Square, LLC 219 0 New Buy 2020-03-31
Westside Investment Management, Inc. 172 0 New Buy 2020-03-31
Lake Point Wealth Management 126 126 No Change 2020-03-31
Arden Trust Co 93 0 New Buy 2020-03-31
Founders Capital Management 72 72 No Change 2020-03-31
Willingdon Wealth Management 70 230 70% 2020-03-31
TOTH FINANCIAL ADVISORY CORP 46 46 No Change 2020-03-31
HALL CAPITAL MANAGEMENT CO INC 0 1,063 Sold Out 2020-03-31
Executive Wealth Management, LLC 0 1,643 Sold Out 2020-03-31
TOBIAS FINANCIAL ADVISORS, INC. 0 22 Sold Out 2020-03-31
VAUGHAN AND COMPANY SECURITIES, INC. 0 20 Sold Out 2020-03-31
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