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STOCK TICKER:
ISHARE SP500 BAR/GRO   (ticker: IVW)
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
J P MORGAN CHASE & CO 14,771,449 4,641,778 218% 2020-03-31
ENVESTNET ASSET MANAGEMENT INC 4,335,120 4,321,617 0% 2020-03-31
JONES FINANCIAL COMPANIES LLLP 3,397,449 3,437,746 1% 2020-03-31
UBS Group AG 5,084 3,297,377 100% 2020-03-31
LPL Financial CORP 2,153,178 2,291,511 6% 2020-03-31
CHURCHILL MANAGEMENT GROUP /CA/ 1,757,560 1,913,970 8% 2020-03-31
M&T BANK CORP 1,753,564 0 New Buy 2020-03-31
COMMONWEALTH EQUITY SERVICES, LLC. 794,194 813,931 2% 2020-03-31
Amerivest Investment Management LLC 691,717 941,471 27% 2020-03-31
Homrich & Berg 682,589 694,038 2% 2020-03-31
RAYMOND JAMES & ASSOCIATES 607,387 675,583 10% 2020-03-31
REGIONS FINANCIAL CORP 593,626 594,842 0% 2020-03-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 590,429 653,288 10% 2020-03-31
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 498,805 468,012 7% 2020-03-31
HUNTINGTON NATIONAL BANK 466,695 439,203 6% 2020-03-31
US BANCORP DE 462,643 0 New Buy 2020-03-31
Salomon & Ludwin, LLC 417,755 402,703 4% 2020-03-31
People's United Financial, Inc. 404,655 388,766 4% 2020-03-31
KEYBANK NATIONAL ASSOCIATION/OH 386,514 423,356 9% 2020-03-31
COURIER CAPITAL CORP 370,536 364,491 2% 2020-03-31
Valmark Advisers, Inc. 347,439 380,796 9% 2020-03-31
HighTower Advisors, LLC 342,245 406,981 16% 2020-03-31
Mariner Wealth Advisors, LLC 335,422 359,969 7% 2020-03-31
KAYS FINANCIAL ADVISORY CORP /ADV 289,000 228,921 26% 2020-03-31
CWM, LLC 288,980 323,486 11% 2020-03-31
FIFTH THIRD BANCORP 258,946 274,717 6% 2020-03-31
FIRST HAWAIIAN BANK 239,628 236,615 1% 2020-03-31
BKD Wealth Advisors, LLC 232,637 226,785 3% 2020-03-31
LVZ Advisors, Inc. 216,684 215,909 0% 2020-03-31
Miracle Mile Advisors, LLC 205,566 161,845 27% 2020-03-31
FCG ADVISORS, LLC 197,900 143,842 38% 2020-03-31
Susquehanna International Group, LLP 180,313 90,231 100% 2020-03-31
Janney Montgomery Scott LLC 179,719 131,526 37% 2020-03-31
Sigma Planning Corp 173,592 240,476 28% 2020-03-31
Connecticut Wealth Management, LLC 173,302 173,669 0% 2020-03-31
Private Advisor Group, LLC 171,211 110,859 54% 2020-03-31
PAYDEN & RYGEL 168,599 97,909 72% 2020-03-31
NORTHERN OAK CAPITAL MANAGEMENT INC 166,922 0 New Buy 2020-03-31
RED CEDAR INVESTMENT MANAGEMENT, LLC 159,919 154,177 4% 2020-03-31
Silicon Valley Capital Partners 159,143 166,319 4% 2020-03-31
Independence Advisors, LLC 153,333 145,793 5% 2020-03-31
Hanson McClain, Inc. 146,638 137 106,935% 2020-03-31
Summit Investment Advisors, Inc. 139,350 146,055 5% 2020-03-31
MV Capital Management, Inc. 135,809 125,872 8% 2020-03-31
GREENLEAF TRUST 135,250 141,933 5% 2020-03-31
BENJAMIN F. EDWARDS & COMPANY, INC. 134,103 156,725 14% 2020-03-31
AMERICAN INTERNATIONAL GROUP INC 131,774 76,104 73% 2020-03-31
Baird Financial Group, Inc. 1,465 0 New Buy 2020-03-31
Creative Planning 126,204 129,994 3% 2020-03-31
North Star Investment Management Corp. 117,434 162,207 28% 2020-03-31
Traynor Capital Management, Inc. 116,865 86,478 35% 2020-03-31
SEI INVESTMENTS CO 114,514 127,340 10% 2020-03-31
MAI Wealth Advisors 114,021 113,643 0% 2020-03-31
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 113,543 0 New Buy 2020-03-31
EisnerAmper Wealth Management Corporate Benefits, LLC 112,922 114,698 2% 2020-03-31
CITIGROUP INC 112,919 110,008 3% 2020-03-31
KWMG, LLC 104,670 150,318 30% 2020-03-31
Financial Engines Advisors L.L.C. 102,936 92,998 11% 2020-03-31
UMB BANK N A/MO 98,681 103,481 5% 2020-03-31
H D Vest Advisory Services 98,393 93,450 5% 2020-03-31
COLONY GROUP LLC 97,891 50,060 96% 2020-03-31
FIRST MERCHANTS CORP 96,644 92,028 5% 2020-03-31
STEPHENS INC /AR/ 95,371 96,460 1% 2020-03-31
Texas Capital Bank Wealth Management Services Inc 94,828 90,659 5% 2020-03-31
Perkins Coie Trust Co 93,230 94,019 1% 2020-03-31
UNIONBANCAL CORP 91,452 91,794 0% 2020-03-31
Busey Trust CO 0 87,211 Sold Out 2020-03-31
TRUE Private Wealth Advisors 85,825 114,544 25% 2020-03-31
Goelzer Investment Management, Inc. 85,319 83,944 2% 2020-03-31
Pensionmark Financial Group, LLC 84,191 81,827 3% 2020-03-31
GHP Investment Advisors, Inc. 79,032 81,192 3% 2020-03-31
Bank of New York Mellon CORP 78,377 61,447 28% 2020-03-31
THRIVENT FINANCIAL FOR LUTHERANS 1,275 1,626 22% 2020-03-31
AMARILLO NATIONAL BANK 76,454 71,916 6% 2020-03-31
Financial Advisory Service, Inc. 74,745 78,642 5% 2020-03-31
Carnick & Kubik Group, LLC 74,159 72,791 2% 2020-03-31
SPC Financial, Inc. 73,187 73,062 0% 2020-03-31
Western Wealth Management, LLC 71,633 71,617 0% 2020-03-31
Centerpoint Advisors, LLC 71,448 69,693 3% 2020-03-31
SILVERCREST ASSET MANAGEMENT GROUP LLC 70,349 71,084 1% 2020-03-31
BANK OF HAWAII 69,040 72,680 5% 2020-03-31
IFP Advisors, Inc 68,199 86,929 22% 2020-03-31
JNB Advisors LLC 67,680 0 New Buy 2020-03-31
Veritable, L.P. 67,474 69,681 3% 2020-03-31
Rockefeller Capital Management L.P. 0 63,436 Sold Out 2020-03-31
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 66,953 67,003 0% 2020-03-31
Alera Investment Advisors, LLC 64,803 65,827 2% 2020-03-31
Ifrah Financial Services, Inc. 64,578 61,714 5% 2020-03-31
FINANCIAL LIFE ADVISORS 62,454 68,605 9% 2020-03-31
WETHERBY ASSET MANAGEMENT INC 61,614 61,614 No Change 2020-03-31
Green Square Asset Management, LLC 59,289 65,031 9% 2020-03-31
BANK OF STOCKTON 58,842 55,990 5% 2020-03-31
MONETA GROUP INVESTMENT ADVISORS INC 58,098 57,225 2% 2020-03-31
First Allied Advisory Services, Inc. 57,498 50,208 15% 2020-03-31
DAVIDSON D A & CO 57,433 62,106 8% 2020-03-31
AE Wealth Management LLC 56,771 54,274 5% 2020-03-31
MIRSKY FINANCIAL MANAGEMENT CORP. 55,783 56,646 2% 2020-03-31
Strategic Wealth Advisors Group,Inc. 52,604 57,612 9% 2020-03-31
Powell Investment Advisors, LLC 51,056 44,775 14% 2020-03-31
Core Wealth Advisors, Inc. 49,701 46,622 7% 2020-03-31
Argent Wealth Management LLC 49,645 41,703 19% 2020-03-31
PEAPACK GLADSTONE FINANCIAL CORP 0 39,854 Sold Out 2020-03-31
Guidance Point Advisors, LLC 47,599 53,008 10% 2020-03-31
HANCOCK HOLDING CO 47,537 49,401 4% 2020-03-31
Steward Partners Investment Advisory, LLC 47,350 41,503 14% 2020-03-31
Parsec Financial Management, Inc. 47,331 28,412 67% 2020-03-31
DROMS STRAUSS ADVISORS INC /MO/ /ADV 47,052 47,404 1% 2020-03-31
Arrow Investment Advisors, LLC 45,925 0 New Buy 2020-03-31
AMERITAS INVESTMENT CORP 43,866 43,986 0% 2020-03-31
Blue Zone Wealth Advisors, LLC 43,425 37,242 17% 2020-03-31
LWS Wealth Advisors, Inc. 43,116 50,099 14% 2020-03-31
BANK OF MONTREAL /CAN/ 42,876 6,616 548% 2020-03-31
ADVANTUS CAPITAL MANAGEMENT INC 41,900 49,100 15% 2020-03-31
Hefren-Tillotson, Inc. 41,575 0 New Buy 2020-03-31
SJA Financial Advisory, LLC 41,423 39,929 4% 2020-03-31
F3Logic, LLC 41,089 40,451 2% 2020-03-31
Multi-Financial Securities Corp 40,898 39,881 3% 2020-03-31
Financial Advocates Investment Management 40,274 45,579 12% 2020-03-31
Personal Wealth Partners 39,556 52,387 24% 2020-03-31
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 38,927 41,555 6% 2020-03-31
CITIZENS FINANCIAL GROUP INC/RI 14,399 11,366 27% 2020-03-31
CAHABA WEALTH MANAGEMENT, INC. 38,531 52,816 27% 2020-03-31
Acropolis Investment Management, LLC 37,889 38,184 1% 2020-03-31
Kuntz Lesher Capital LLC 37,657 38,669 3% 2020-03-31
UNITED SERVICES AUTOMOBILE ASSOCIATION 37,478 31,191 20% 2020-03-31
AdvisorNet Financial, Inc 37,207 33,287 12% 2020-03-31
DT Investment Partners, LLC 37,154 36,901 1% 2020-03-31
Private Wealth Advisors, LLC 37,061 51,087 27% 2020-03-31
NICOLET BANKSHARES INC 36,981 36,981 No Change 2020-03-31
EPG Wealth Management LLC 50 36,433 100% 2020-03-31
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 36,885 2,385 1,447% 2020-03-31
Private Advisory Group LLC 36,288 47,625 24% 2020-03-31
Wellspring Financial Advisors, LLC 36,238 0 New Buy 2020-03-31
SYNOVUS FINANCIAL CORP 35,936 13,955 158% 2020-03-31
JOHNSON INVESTMENT COUNSEL INC 35,698 37,784 6% 2020-03-31
Independence Wealth Advisors, Inc. 35,660 35,890 1% 2020-03-31
Cutler Group LP 3,100 99,400 97% 2020-03-31
Johanson Financial Advisors, Inc. 34,297 6,689,611 99% 2020-03-31
Barber Financial Group, Inc. 33,759 14,957 126% 2020-03-31
RFG Advisory Group, LLC 33,638 27,655 22% 2020-03-31
NEXT Financial Group, Inc 31,866 34,055 6% 2020-03-31
EP Wealth Advisors, Inc. 31,714 25,230 26% 2020-03-31
Financial Network 31,686 21,368 48% 2020-03-31
LBMC INVESTMENT ADVISORS, LLC 31,635 33,247 5% 2020-03-31
TWIN FOCUS CAPITAL PARTNERS, LLC 31,569 33,914 7% 2020-03-31
PEOPLES BANK NATIONAL ASSOCIATION 31,492 30,231 4% 2020-03-31
Capital Advisors, Ltd. LLC 31,357 30,865 2% 2020-03-31
HPM Partners LLC 31,327 32,093 2% 2020-03-31
BDO Wealth Advisors, LLC 31,319 24,878 26% 2020-03-31
Nachman Norwood & Parrott, Inc 30,705 32,047 4% 2020-03-31
ALLIANCEBERNSTEIN L.P. 30,597 31,837 4% 2020-03-31
Atlantic Trust Group, LLC 30,512 24,099 27% 2020-03-31
TD ASSET MANAGEMENT INC 30,398 29,534 3% 2020-03-31
BLAIR WILLIAM & CO/IL 29,164 30,901 6% 2020-03-31
FOSTER DYKEMA CABOT & CO INC/MA 28,746 44,245 35% 2020-03-31
PRUDENTIAL CORP PLC 28,200 0 New Buy 2020-03-31
FRONT BARNETT ASSOCIATES LLC 27,265 27,205 0% 2020-03-31
Spectrum Management Group, Inc. 27,237 1,245 2,088% 2020-03-31
LEVEL FOUR ADVISORY SERVICES, LLC 27,236 32,353 16% 2020-03-31
Stone House Investment Management, LLC 26,866 28,892 7% 2020-03-31
Veracity Capital LLC 26,825 0 New Buy 2020-03-31
TIAA, FSB 26,754 26,399 1% 2020-03-31
Hartland & Co., LLC 26,602 26,215 1% 2020-03-31
JANE STREET GROUP, LLC 25,851 0 New Buy 2020-03-31
SECURITY NATIONAL TRUST CO 25,584 27,149 6% 2020-03-31
VESTOR CAPITAL CORP 25,465 26,391 4% 2020-03-31
SONATA CAPITAL GROUP INC 25,081 26,246 4% 2020-03-31
Beacon Pointe Advisors, LLC 24,813 19,523 27% 2020-03-31
Narwhal Capital Management 24,700 41,035 40% 2020-03-31
National Asset Management, Inc. 24,688 15,039 64% 2020-03-31
Capital Analysts, Inc. 24,232 31,230 22% 2020-03-31
Riverpoint Wealth Management Holdings, LLC 23,460 21,371 10% 2020-03-31
COMMERCE BANK N A/MO 22,770 23,872 5% 2020-03-31
FARR MILLER & WASHINGTON LLC/DC 22,642 22,833 1% 2020-03-31
BANK OF THE WEST 22,622 3,835 490% 2020-03-31
NOTTINGHAM ADVISORS, INC. 22,336 23,993 7% 2020-03-31
TEXAS CAPITAL BANCSHARES INC/TX 22,320 19,664 14% 2020-03-31
ELEMENT POINTE ADVISORS, LLC 22,272 22,272 No Change 2020-03-31
Spring Creek Investment Management, LLC 21,950 21,950 No Change 2020-03-31
CULLEN FROST BANKERS INC 21,634 21,782 1% 2020-03-31
Pennsylvania Trust Co 21,502 0 New Buy 2020-03-31
FIRST TRUST ADVISORS LP 21,366 27,369 22% 2020-03-31
Mirae Asset Global Investments Co., Ltd. 21,200 0 New Buy 2020-03-31
CCG WEALTH MANAGEMENT, LLC 21,014 29,178 28% 2020-03-31
INTRUST BANK NA 20,835 17,476 19% 2020-03-31
TIEDEMANN WEALTH MANAGEMENT, LLC 20,562 13,764 49% 2020-03-31
UNITED BANK /VA/ 20,526 20,526 No Change 2020-03-31
GLENMEDE TRUST CO NA 20,489 20,489 No Change 2020-03-31
BESSEMER GROUP INC 20,356 20,710 2% 2020-03-31
CAPTRUST FINANCIAL ADVISORS 20,215 0 New Buy 2020-03-31
First Heartland Consultants, Inc. 20,165 38,776 48% 2020-03-31
PALLADIUM PARTNERS LLC 20,109 27,717 27% 2020-03-31
Allred Capital Management, LLC 20,095 16,030 25% 2020-03-31
LOWE BROCKENBROUGH & CO INC 19,720 17,313 14% 2020-03-31
Carroll Financial Associates, Inc. 18,907 3,978 375% 2020-03-31
Sontag Advisory, LLC 18,582 6,371 192% 2020-03-31
EASTERN BANK 18,259 12,809 43% 2020-03-31
GenWealth Group, Inc. 18,047 18,319 1% 2020-03-31
WSFS CAPITAL MANAGEMENT, LLC 17,941 17,031 5% 2020-03-31
ASSOCIATED BANC-CORP 17,659 17,231 2% 2020-03-31
Integrated Wealth Concepts LLC 17,534 39,620 56% 2020-03-31
Covenant Multifamily Offices, LLC 17,479 19,822 12% 2020-03-31
Polaris Wealth Advisers, LLC 17,312 0 New Buy 2020-03-31
Ellis Investment Partners, LLC 17,135 16,364 5% 2020-03-31
Shone Asset Management LLC 17,056 0 New Buy 2020-03-31
Stratos Wealth Partners, LTD. 17,029 14,760 15% 2020-03-31
MONTAG A & ASSOCIATES INC 16,845 20,998 20% 2020-03-31
BAILARD, INC. 16,769 17,461 4% 2020-03-31
Corient Capital Partners, LLC 1,621 5,138 68% 2020-03-31
Patriot Investment Management Inc. 16,619 16,786 1% 2020-03-31
Mattern Wealth Management LLC 16,546 17,984 8% 2020-03-31
NTV ASSET MANAGEMENT LLC 16,518 16,668 1% 2020-03-31
Lee Financial CORP 16,490 16,669 1% 2020-03-31
Calamos Wealth Management LLC 16,464 20,907 21% 2020-03-31
Goss Wealth Management LLC 16,406 16,512 1% 2020-03-31
YorkBridge Wealth Partners, LLC 16,095 16,180 1% 2020-03-31
Northwest Bancshares, Inc. 16,063 16,063 No Change 2020-03-31
FormulaFolio Investments, LLC 15,997 57,169 72% 2020-03-31
DUMONT & BLAKE INVESTMENT ADVISORS LLC 15,880 16,148 2% 2020-03-31
Atlas Brown,Inc. 15,831 15,873 0% 2020-03-31
Buckingham Asset Management, LLC 15,726 16,591 5% 2020-03-31
BALASA DINVERNO & FOLTZ LLC 15,693 16,025 2% 2020-03-31
Brookstone Capital Management 15,688 20,535 24% 2020-03-31
Global Retirement Partners, LLC 15,657 22,497 30% 2020-03-31
Ascent Wealth Partners, LLC 15,641 13,399 17% 2020-03-31
Colorado Capital Management, Inc. 15,625 16,258 4% 2020-03-31
AVALON ADVISORS L P 15,587 5,692 174% 2020-03-31
RMB Capital Management, LLC 15,581 15,731 1% 2020-03-31
SMITHFIELD TRUST CO 15,558 17,227 10% 2020-03-31
Private Wealth Advisors, Inc. 15,205 13,976 9% 2020-03-31
OPPENHEIMER & CO INC 15,141 15,982 5% 2020-03-31
Total Wealth Planning, LLC 14,974 14,468 3% 2020-03-31
RAYMOND JAMES TRUST CO 14,902 14,780 1% 2020-03-31
Stordahl Capital Management, Inc. 14,898 16,351 9% 2020-03-31
PINNACLE FINANCIAL PARTNERS INC 14,762 13,962 6% 2020-03-31
Family Firm, Inc. 14,721 14,963 2% 2020-03-31
Asset Management Group, Inc. 14,651 15,351 5% 2020-03-31
FRANKLIN RESOURCES INC 14,630 18,070 19% 2020-03-31
United Bank 14,540 14,678 1% 2020-03-31
Dorsey & Whitney Trust CO LLC 14,490 0 New Buy 2020-03-31
WMS Partners, LLC 14,428 14,538 1% 2020-03-31
PACIFIC FINANCIAL GROUP INC 14,407 14,287 1% 2020-03-31
RETIREMENT INCOME SOLUTIONS, INC 14,343 15,443 7% 2020-03-31
Jackson Hole Capital Partners, LLC 14,336 12,517 15% 2020-03-31
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 14,330 17,985 20% 2020-03-31
Hudson Capital Management LLC 14,185 14,015 1% 2020-03-31
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 11,835 26,659 56% 2020-03-31
Arcus Capital Partners, LLC 13,730 10,079 36% 2020-03-31
Kerntke Otto McGlone Wealth Management Group 13,634 15,147 10% 2020-03-31
Certified Advisory Corp 13,289 13,661 3% 2020-03-31
Merit Financial Group, LLC 13,287 1,236 975% 2020-03-31
Diversified Portfolios, Inc. 12,953 13,106 1% 2020-03-31
DARRELL & KING LLC 12,905 0 New Buy 2020-03-31
BRONFMAN E.L. ROTHSCHILD, L.P. 12,782 10,488 22% 2020-03-31
Bristlecone Advisors, LLC 12,712 13,329 5% 2020-03-31
Evercore Wealth Management, LLC 12,586 10,505 20% 2020-03-31
Dorsey Wright & Associates 12,510 0 New Buy 2020-03-31
XML Financial, LLC 12,419 14,673 15% 2020-03-31
Delta Investment Management, LLC 12,342 23,392 47% 2020-03-31
WEALTHSOURCE PARTNERS, LLC 12,278 30,481 60% 2020-03-31
Outlook Wealth Advisors, LLC 12,245 15,016 18% 2020-03-31
Compton Wealth Advisory Group, LLC 12,007 0 New Buy 2020-03-31
BOYS ARNOLD & CO INC 11,962 12,817 7% 2020-03-31
FineMark National Bank & Trust 11,878 12,487 5% 2020-03-31
Milestone Group, Inc. 11,751 7,730 52% 2020-03-31
Blue Chip Wealth Management, Inc. 11,670 11,912 2% 2020-03-31
Townsend & Associates, Inc 11,617 10,542 10% 2020-03-31
CALTON & ASSOCIATES, INC. 11,563 11,460 1% 2020-03-31
Meristem, LLP 11,559 11,150 4% 2020-03-31
OPPENHEIMER ASSET MANAGEMENT INC 11,395 9,732 17% 2020-03-31
Noven Financial Group, Inc. 11,312 143,273 92% 2020-03-31
FIRST MIDWEST BANK TRUST DIVISION 11,224 10,394 8% 2020-03-31
Savant Capital Management Inc 11,011 11,458 4% 2020-03-31
Carnegie Capital Asset Management, LLC 11,004 10,997 0% 2020-03-31
INVESTMENT PARTNERS LTD /OH/ /ADV 10,885 10,423 4% 2020-03-31
Trexquant Investment LP 10,850 5,114 112% 2020-03-31
Winthrop Advisory Group LLC 10,819 10,817 0% 2020-03-31
CONNING Asset Management Co. 10,759 10,759 No Change 2020-03-31
CWH Capital Management, Inc. 10,567 10,645 1% 2020-03-31
CARRET ASSET MANAGEMENT 10,563 9,791 8% 2020-03-31
Regal Wealth Group, Inc. 10,540 12,841 18% 2020-03-31
DAVENPORT & CO LLC 10,497 10,551 1% 2020-03-31
Edmonds Duncan Registered Investment Advisors, LLC 10,329 64,537 84% 2020-03-31
Peterson Wealth Advisors, LLC 10,304 8,979 15% 2020-03-31
GABLES CAPITAL MANAGEMENT INC. 10,215 10,215 No Change 2020-03-31
R. W. Roge & Company, Inc. 10,011 0 New Buy 2020-03-31
Old Port Advisors 9,772 10,405 6% 2020-03-31
Glenview Trust Co 9,714 9,879 2% 2020-03-31
IHT Wealth Management, LLC 9,458 11,515 18% 2020-03-31
S&CO INC 9,449 9,449 No Change 2020-03-31
HOWARD WEALTH MANAGEMENT, LLC 9,410 9,705 3% 2020-03-31
Sequent Asset Management, LLC 9,400 9,400 No Change 2020-03-31
WHITTIER TRUST CO 9,331 9,331 No Change 2020-03-31
ETF Portfolio Partners, Inc. 9,221 11,812 22% 2020-03-31
Cetera Investment Advisers 9,144 6,826 34% 2020-03-31
Great Point Wealth Advisors, LLC 9,123 9,123 No Change 2020-03-31
TOTAL INVESTMENT MANAGEMENT INC 9,102 0 New Buy 2020-03-31
Northeast Financial Consultants Inc 9,063 9,029 0% 2020-03-31
Kohmann Bosshard Financial Services, LLC 9,030 9,030 No Change 2020-03-31
Element Wealth, LLC 9,007 1,179 664% 2020-03-31
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 8,832 9,128 3% 2020-03-31
PBWM Holdings, LLC 8,656 0 New Buy 2020-03-31
Financial Strategy Network, LLC 8,622 8,629 0% 2020-03-31
Matthew Goff Investment Advisor, LLC 8,544 8,676 2% 2020-03-31
Stony Point Wealth Management Inc. 8,482 9,271 9% 2020-03-31
IBERIABANK CORP 8,479 9,165 7% 2020-03-31
Massey, Quick & Co., LLC 8,384 3,028 177% 2020-03-31
Insight Wealth Strategies, LLC 8,373 130,565 94% 2020-03-31
PERSONAL CFO SOLUTIONS, LLC 8,371 6,756 24% 2020-03-31
FIRST CITIZENS BANK & TRUST CO 8,304 0 New Buy 2020-03-31
BBR PARTNERS, LLC 8,302 9,009 8% 2020-03-31
Manchester Capital Management LLC 8,277 8,347 1% 2020-03-31
Graves-Light Private Wealth Management, Inc. 8,265 8,110 2% 2020-03-31
BRIGHTON JONES LLC 8,183 7,348 11% 2020-03-31
MA Private Wealth 8,163 8,889 8% 2020-03-31
DIMENSION CAPITAL MANAGEMENT PARTNERS 8,106 8,106 No Change 2020-03-31
FINANCIAL COUNSELORS INC 8,080 8,322 3% 2020-03-31
Summit Trail Advisors, LLC 8,066 0 New Buy 2020-03-31
ZWJ INVESTMENT COUNSEL INC 8,000 8,000 No Change 2020-03-31
EWG Elevate Inc. 7,999 0 New Buy 2020-03-31
Edge Capital Group, LLC 7,850 0 New Buy 2020-03-31
Harborview Advisors, LLC 7,803 7,697 1% 2020-03-31
Kovack Advisors, Inc. 7,677 8,095 5% 2020-03-31
Parallel Advisors, LLC 7,637 9,064 16% 2020-03-31
Valeo Financial Advisors, LLC 7,631 7,062 8% 2020-03-31
Next Capital Management LLC 7,582 7,582 No Change 2020-03-31
TOBIAS FINANCIAL ADVISORS, INC. 7,505 7,682 2% 2020-03-31
Capital Investment Advisory Services, LLC 7,500 7,307 3% 2020-03-31
NICOLET ADVISORY SERVICES, LLC 7,482 0 New Buy 2020-03-31
FARMERS & MERCHANTS INVESTMENTS INC 7,481 7,518 0% 2020-03-31
Blue Creek Investment Partners, LLC 7,467 7,309 2% 2020-03-31
Alpha Cubed Investments, LLC 7,412 7,192 3% 2020-03-31
Bernardo Wealth Planning LLC 7,332 8,045 9% 2020-03-31
Robertson Stephens Wealth Management, LLC 7,307 6,764 8% 2020-03-31
MATHER GROUP, INC. 7,295 8,164 11% 2020-03-31
ZEKE CAPITAL ADVISORS, LLC 7,215 7,215 No Change 2020-03-31
HAVERFORD TRUST CO 7,204 6,097 18% 2020-03-31
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 7,196 5,214 38% 2020-03-31
Blankinship & Foster, LLC 7,150 0 New Buy 2020-03-31
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 7,135 7,198 1% 2020-03-31
Evensky & Katz, Inc. 7,066 7,073 0% 2020-03-31
DUBUQUE BANK & TRUST CO 6,990 6,990 No Change 2020-03-31
Choate Investment Advisors 6,973 6,973 No Change 2020-03-31
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 6,866 7,233 5% 2020-03-31
CLEAR INVESTMENT RESEARCH, LLC 6,810 6,907 1% 2020-03-31
BRIDGES INVESTMENT MANAGEMENT INC 6,736 6,736 No Change 2020-03-31
ProVise Management Group, LLC 6,726 6,810 1% 2020-03-31
COLTON GROOME FINANCIAL ADVISORS, LLC 6,704 6,783 1% 2020-03-31
SUMMIT FINANCIAL GROUP INC 6,619 6,694 1% 2020-03-31
Keebeck Alpha, LP 6,581 0 New Buy 2020-03-31
Epstein & White Financial LLC 6,570 15,153 57% 2020-03-31
ALESCO ADVISORS LLC 6,547 6,597 1% 2020-03-31
American Investment Services, Inc. 6,532 7,237 10% 2020-03-31
BTC Capital Management, Inc. 6,532 6,532 No Change 2020-03-31
CHARTER TRUST CO 6,495 6,545 1% 2020-03-31
Pathway Financial Advisors LLC 6,444 7,784 17% 2020-03-31
PROEQUITIES, INC. 6,435 6,647 3% 2020-03-31
Evanson Asset Management, LLC 6,277 6,277 No Change 2020-03-31
QUEST CAPITAL MANAGEMENT INC /ADV 6,254 6,441 3% 2020-03-31
DEUTSCHE BANK AG 6,180 5,687 9% 2020-03-31
Aurora Private Wealth, Inc. 6,130 0 New Buy 2020-03-31
Advisory Alpha, LLC 6,079 28,356 79% 2020-03-31
ALERUS FINANCIAL NA 5,969 5,969 No Change 2020-03-31
CADINHA & CO LLC 5,958 10,322 42% 2020-03-31
Magnus Financial Group LLC 5,887 2,119 178% 2020-03-31
Dynamic Advisors Solutions LLC 5,877 6,166 5% 2020-03-31
MARINO, STRAM & ASSOCIATES LLC 5,828 5,967 2% 2020-03-31
Meridian Wealth Advisors, LLC 5,827 5,909 1% 2020-03-31
TRADITION ASSET MANAGEMENT LLC 5,816 5,816 No Change 2020-03-31
Hirtle Callaghan & Co Inc 5,808 5,808 No Change 2020-03-31
Wealthstreet Investment Advisors, LLC 5,708 5,778 1% 2020-03-31
NewFocus Financial Group, LLC 5,663 6,042 6% 2020-03-31
Florin Court Capital LLP 5,661 104,061 95% 2020-03-31
CENTAURUS FINANCIAL, INC. 5,608 8,401 33% 2020-03-31
STERLING INVESTMENT ADVISORS LLC /ADV 5,547 5,678 2% 2020-03-31
Cornell Pochily Investment Advisors, Inc. 5,521 5,165 7% 2020-03-31
Integrated Investment Consultants, LLC 5,512 5,587 1% 2020-03-31
Emerald Investment Partners, LLC 5,469 4,453 23% 2020-03-31
PFG Advisors 5,334 6,692 20% 2020-03-31
Essex Savings Bank 5,329 2,938 81% 2020-03-31
Partnervest Advisory Services LLC 5,303 5,332 1% 2020-03-31
Jaffetilchin Investment Partners, LLC 5,281 5,505 4% 2020-03-31
BOSTON FAMILY OFFICE LLC 5,264 4,932 7% 2020-03-31
Hotaling Investment Management, LLC 5,221 5,921 12% 2020-03-31
Frontier Wealth Management LLC 5,192 4,982 4% 2020-03-31
JGP Wealth Management, LLC 5,189 4,640 12% 2020-03-31
First Personal Financial Services 5,158 4,403 17% 2020-03-31
NWAM LLC 5,147 5,053 2% 2020-03-31
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 5,015 0 New Buy 2020-03-31
New England Private Wealth Advisors LLC 4,985 4,692 6% 2020-03-31
CAROLINAS WEALTH CONSULTING LLC 4,960 0 New Buy 2020-03-31
FIRST NATIONAL TRUST CO 4,925 5,066 3% 2020-03-31
CAPITAL CITY TRUST CO/FL 4,904 4,904 No Change 2020-03-31
BOSTON FINANCIAL MANGEMENT INC /MA 4,904 4,904 No Change 2020-03-31
GRT CAPITAL PARTNERS LLC 4,808 8,153 41% 2020-03-31
Kessler Investment Group, LLC 4,806 4,435 8% 2020-03-31
Ballentine, Finn & Company, Inc. 4,729 4,557 4% 2020-03-31
SeaCrest Wealth Management, LLC 4,722 5,180 9% 2020-03-31
Beacon Financial Advisory LLC 4,709 2,568 83% 2020-03-31
HALLMARK CAPITAL MANAGEMENT INC 4,667 3,852 21% 2020-03-31
Accredited Investors Inc. 4,621 4,885 5% 2020-03-31
HOWARD CAPITAL MANAGEMENT 4,585 4,610 1% 2020-03-31
Argent Advisors, Inc. 4,577 4,223 8% 2020-03-31
MERCER GLOBAL ADVISORS INC /ADV 4,450 5,548 20% 2020-03-31
Cornerstone Advisory, LLP 4,419 3,343 32% 2020-03-31
BENJAMIN EDWARDS INC 4,393 4,400 0% 2020-03-31
Personal Capital Advisors Corp 4,365 4,864 10% 2020-03-31
Montecito Bank & Trust 4,348 4,348 No Change 2020-03-31
JNBA Financial Advisors 4,341 4,341 No Change 2020-03-31
PUTNAM FL INVESTMENT MANAGEMENT CO 4,309 5,028 14% 2020-03-31
Wallington Asset Management, LLC 4,300 4,300 No Change 2020-03-31
Parkside Financial Bank & Trust 4,295 4,400 2% 2020-03-31
West Coast Financial LLC 4,281 4,290 0% 2020-03-31
FLAGSHIP HARBOR ADVISORS, LLC 4,256 4,243 0% 2020-03-31
Goldstein Munger & Associates 4,200 4,200 No Change 2020-03-31
Sowell Financial Services LLC 4,161 9,876 58% 2020-03-31
Swaine & Leidel Wealth Services, LLC 4,122 3,584 15% 2020-03-31
Tarbox Group, Inc. 4,116 3,186 29% 2020-03-31
OLD MISSION CAPITAL LLC 4,094 20,587 80% 2020-03-31
Koshinski Asset Management, Inc. 4,092 3,901 5% 2020-03-31
Financial Partners Group, Inc 4,091 4,133 1% 2020-03-31
Osborn Rohs Williams & Donohoe Ltd 4,066 0 New Buy 2020-03-31
Marks Group Wealth Management, Inc 4,048 4,048 No Change 2020-03-31
DUNCKER STREETT & CO INC 4,006 4,299 7% 2020-03-31
SFMG, LLC 3,998 4,247 6% 2020-03-31
REDW Stanley Financial Advisors LLC 3,988 3,988 No Change 2020-03-31
MONECO Advisors, LLC 3,986 4,119 3% 2020-03-31
SIGNATUREFD, LLC 3,966 4,147 4% 2020-03-31
HMS Capital Management, LLC 3,950 3,950 No Change 2020-03-31
Laurel Wealth Advisors, Inc. 3,927 4,477 12% 2020-03-31
LITTLE HOUSE CAPITAL LLC 3,857 4,406 12% 2020-03-31
Chicago Partners Investment Group LLC 3,847 4,039 5% 2020-03-31
Capital Planning Advisors, LLC 3,818 3,818 No Change 2020-03-31
Game Plan Financial Advisors, LLC 3,790 8,825 57% 2020-03-31
Capital Square, LLC 3,785 3,928 4% 2020-03-31
MISSION WEALTH MANAGEMENT, LLC 3,772 3,942 4% 2020-03-31
SOL Capital Management CO 3,700 3,710 0% 2020-03-31
KINGS POINT CAPITAL MANAGEMENT 3,664 4,404 17% 2020-03-31
LifePlan Financial Group, Inc 3,635 3,541 3% 2020-03-31
Private Capital Group, LLC 3,628 4,321 16% 2020-03-31
Strategic Financial Group, LLC 3,617 3,846 6% 2020-03-31
Integrated Advisors Network LLC 3,617 3,647 1% 2020-03-31
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,692 2,348 28% 2020-03-31
PACIFIC SUN FINANCIAL CORP 3,598 3,582 0% 2020-03-31
HBK Sorce Advisory LLC 3,595 3,379 6% 2020-03-31
CYPRESS CAPITAL MANAGEMENT LLC 3,581 3,581 No Change 2020-03-31
Gryphon Financial Partners LLC 3,577 3,577 No Change 2020-03-31
Community Bank, N.A. 3,573 3,573 No Change 2020-03-31
Starfire Investment Advisers, Inc. 3,566 3,566 No Change 2020-03-31
Perigon Wealth Management, LLC 3,548 4,807 26% 2020-03-31
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 3,547 1,090 225% 2020-03-31
Ferris Capital, LLC 3,540 3,540 No Change 2020-03-31
Newman Dignan & Sheerar, Inc. 3,532 3,532 No Change 2020-03-31
DOWLING & YAHNKE INC 3,505 3,550 1% 2020-03-31
JSF Financial, LLC 0 7,352 Sold Out 2020-03-31
LAKE STREET FINANCIAL LLC 3,462 4,856 29% 2020-03-31
Sandy Spring Bank 3,446 3,486 1% 2020-03-31
TIEMANN INVESTMENT ADVISORS, LLC 3,411 2,974 15% 2020-03-31
Peninsula Wealth, LLC 3,404 0 New Buy 2020-03-31
All Terrain Financial Advisors, LLC 3,385 3,385 No Change 2020-03-31
Eudaimonia Partners, LLC 3,382 0 New Buy 2020-03-31
Cubic Asset Management, LLC 3,350 3,350 No Change 2020-03-31
Strategic Point Investment Advisors, LLC 3,316 3,645 9% 2020-03-31
BURNS J W & CO INC/NY 3,307 3,342 1% 2020-03-31
Patton Albertson & Miller, LLC 3,305 3,055 8% 2020-03-31
JMG Financial Group, Ltd. 3,270 3,270 No Change 2020-03-31
Neumann Capital Management, LLC 3,260 3,460 6% 2020-03-31
TRANSCEND WEALTH COLLECTIVE, LLC 3,259 0 New Buy 2020-03-31
Kingsview Wealth Management, LLC 3,258 0 New Buy 2020-03-31
ARLINGTON PARTNERS LLC 3,245 3,245 No Change 2020-03-31
Blue Chip Partners, Inc. 3,231 4,784 32% 2020-03-31
McNaughton Wealth Management, LLC 3,209 3,954 19% 2020-03-31
SMITH CAPITAL MANAGEMENT INC /AR/ADV 3,201 4,801 33% 2020-03-31
TSFG, LLC 3,191 3,494 9% 2020-03-31
BOENNING & SCATTERGOOD, INC. 3,155 3,495 10% 2020-03-31
Disciplined Investments, LLC 3,151 0 New Buy 2020-03-31
LifeSteps Financial, Inc. 3,144 3,144 No Change 2020-03-31
Berman Capital Advisors, LLC 3,139 3,139 No Change 2020-03-31
VIRIDIAN RIA, LLC 3,085 3,143 2% 2020-03-31
TAP Consulting, LLC 3,072 3,200 4% 2020-03-31
CONDOR CAPITAL MANAGEMENT 3,061 3,076 0% 2020-03-31
American Financial Advisors, LLC 3,042 3,162 4% 2020-03-31
LAZARD ASSET MANAGEMENT LLC 3,040 3,040 No Change 2020-03-31
Focused Wealth Management, Inc 2,975 3,102 4% 2020-03-31
9258 Wealth Management, LLC 2,964 0 New Buy 2020-03-31
SMITH SHELLNUT WILSON LLC /ADV 2,937 2,937 No Change 2020-03-31
PARAMETRIC PORTFOLIO ASSOCIATES 2,933 5,247 44% 2020-03-31
Taylor, Cottrill, Erickson & Associates, Inc. 2,915 3,506 17% 2020-03-31
Yale Capital CORP 2,900 2,900 No Change 2020-03-31
Eldridge Investment Advisors, Inc. 2,861 3,008 5% 2020-03-31
TFO-TDC, LLC 2,857 2,857 No Change 2020-03-31
Reynders McVeigh Capital Management, LLC 2,843 3,243 12% 2020-03-31
Fernwood Investment Management, LLC 2,826 2,826 No Change 2020-03-31
Providence Wealth Advisors, LLC 2,825 2,825 No Change 2020-03-31
Murphy, Middleton, Hinkle & Parker, Inc. 2,803 2,803 No Change 2020-03-31
SCOTIA CAPITAL INC. 2,791 2,786 0% 2020-03-31
Arbor Investment Advisors, LLC 2,774 3,353 17% 2020-03-31
PINNACLE ASSOCIATES LTD 2,771 2,771 No Change 2020-03-31
SIGMA INVESTMENT COUNSELORS INC 2,753 2,753 No Change 2020-03-31
BRANDYWINE OAK PRIVATE WEALTH LLC 2,753 2,753 No Change 2020-03-31
TRUSTCORE FINANCIAL SERVICES, LLC 2,721 617 341% 2020-03-31
Lindbrook Capital, LLC 2,714 2,714 No Change 2020-03-31
Windsor Group LTD 2,711 2,711 No Change 2020-03-31
Rossmore Private Capital 2,670 2,670 No Change 2020-03-31
Front Row Advisors LLC 2,655 2,355 13% 2020-03-31
Capital Investment Advisors, LLC 2,652 2,649 0% 2020-03-31
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 2,640 2,341 13% 2020-03-31
Courage Miller Partners, LLC 2,635 3,207 18% 2020-03-31
Freestone Capital Holdings, LLC 2,592 0 New Buy 2020-03-31
Van Hulzen Asset Management, LLC 2,579 3,245 21% 2020-03-31
First Command Bank 2,551 2,551 No Change 2020-03-31
First Command Financial Services, Inc. 2,551 2,551 No Change 2020-03-31
Cooper Financial Group 2,540 3,000 15% 2020-03-31
Single Point Partners, LLC 2,536 2,069 23% 2020-03-31
PFG Financial Advisors 2,512 2,566 2% 2020-03-31
Stockman Asset Management 2,504 2,504 No Change 2020-03-31
Archer Investment Corp 181 2,504 93% 2020-03-31
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,500 2,513 1% 2020-03-31
ARGI Investment Services, LLC 2,472 2,470 0% 2020-03-31
Affinity Capital Advisors, LLC 2,458 0 New Buy 2020-03-31
Diversified Trust Co 2,456 0 New Buy 2020-03-31
Oakworth Capital, Inc. 2,442 2,442 No Change 2020-03-31
Pinnacle Bank 2,427 2,461 1% 2020-03-31
LINCOLN NATIONAL CORP 2,415 4,867 50% 2020-03-31
Cypress Wealth Services, LLC 2,414 3,814 37% 2020-03-31
REGENTATLANTIC CAPITAL LLC 2,406 2,396 0% 2020-03-31
CAMBRIDGE TRUST CO 2,405 2,430 1% 2020-03-31
CULBERTSON A N & CO INC 2,385 2,385 No Change 2020-03-31
Arkadios Wealth Advisors 2,380 0 New Buy 2020-03-31
tru Independence LLC 108 0 New Buy 2020-03-31
Cornerstone Wealth Group, LLC 2,326 33,057 93% 2020-03-31
Mengis Capital Management, Inc. 2,325 2,300 1% 2020-03-31
Ironwood Wealth Management, llc 2,320 11,438 80% 2020-03-31
ALBION FINANCIAL GROUP /UT 2,300 2,300 No Change 2020-03-31
Essex Financial Services, Inc. 2,277 2,035 12% 2020-03-31
AUGUSTINE ASSET MANAGEMENT INC 2,268 2,253 1% 2020-03-31
Wall Street Access Asset Management, LLC 2,250 2,250 No Change 2020-03-31
CRA Financial Services, LLC 2,245 2,210 2% 2020-03-31
Schneider Downs Wealth Management Advisors, LP 2,236 1,176 90% 2020-03-31
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 2,201 2,600 15% 2020-03-31
Financeware, Inc. 2,173 2,242 3% 2020-03-31
CREATIVE FINANCIAL DESIGNS INC /ADV 2,145 4,388 51% 2020-03-31
Claro Advisors LLC 2,121 2,130 0% 2020-03-31
Summit X, LLC 2,104 2,210 5% 2020-03-31
GAMCO INVESTORS, INC. ET AL 2,100 2,100 No Change 2020-03-31
Crescent Grove Advisors, LLC 2,098 1,828 15% 2020-03-31
AFFINITY WEALTH MANAGEMENT 2,086 5,357 61% 2020-03-31
WASHINGTON TRUST BANK 2,078 2,184 5% 2020-03-31
WAYNE HUMMER INVESTMENTS L.L.C. 2,070 1,919 8% 2020-03-31
Weaver Consulting Group 2,064 1,964 5% 2020-03-31
Covenant Partners, LLC 2,060 2,060 No Change 2020-03-31
D.B. Root & Company, LLC 2,047 2,147 5% 2020-03-31
Modera Wealth Management, LLC 2,032 2,032 No Change 2020-03-31
Addison Capital Co 2,030 2,030 No Change 2020-03-31
InterOcean Capital, LLC 2,028 1,523 33% 2020-03-31
Joel Isaacson & Co., LLC 2,028 2,603 22% 2020-03-31
MUTUAL OF OMAHA BANK WEALTH MANAGEMENT 1,995 1,995 No Change 2020-03-31
Samalin Investment Counsel, LLC 1,992 2,227 11% 2020-03-31
WADE G W & INC 1,966 1,964 0% 2020-03-31
Stearns Financial Services Group 1,938 643 201% 2020-03-31
Trellis Advisors, LLC 1,928 1,928 No Change 2020-03-31
RIVERBRIDGE PARTNERS LLC 1,926 0 New Buy 2020-03-31
Laurel Wealth Advisors LLC 1,920 2,688 29% 2020-03-31
Wealthcare Advisory Partners LLC 1,911 1,951 2% 2020-03-31
CWS Financial Advisors, LLC 1,907 1,907 No Change 2020-03-31
Krueger & Catalano Capital Partners, LLC 1,885 1,910 1% 2020-03-31
DiMeo Schneider & Associates, L.L.C. 1,879 1,928 3% 2020-03-31
BRYN MAWR TRUST CO/PA 1,878 2,627 29% 2020-03-31
WELCH & FORBES LLC 1,865 1,590 17% 2020-03-31
Sullivan, Bruyette, Speros & Blaney, Inc. 1,865 1,865 No Change 2020-03-31
TCF National Bank 1,859 1,859 No Change 2020-03-31
Harwood Advisory Group, LLC 433 1,895 77% 2020-03-31
Neuberger Berman Group LLC 1,846 1,375 34% 2020-03-31
MURPHY CAPITAL MANAGEMENT INC 1,826 2,142 15% 2020-03-31
Harvest Investment Services, LLC 1,826 7,213 75% 2020-03-31
Evolution Wealth Advisors, LLC 1,824 0 New Buy 2020-03-31
ROMAN BUTLER FULLERTON & CO 1,811 15,374 88% 2020-03-31
ASPIRIANT, LLC 1,805 1,805 No Change 2020-03-31
MERIDIAN MANAGEMENT CO 1,800 1,800 No Change 2020-03-31
Heritage Trust Co 1,785 1,785 No Change 2020-03-31
First National Bank of South Miami 1,782 2,045 13% 2020-03-31
HARVEY CAPITAL MANAGEMENT INC 1,750 1,750 No Change 2020-03-31
TOMPKINS FINANCIAL CORP 1,724 4,797 64% 2020-03-31
Bartlett & Co. LLC 1,722 0 New Buy 2020-03-31
DAVIS R M INC 1,712 1,529 12% 2020-03-31
Old North State Trust, LLC 1,710 1,710 No Change 2020-03-31
Jackson, Grant Investment Advisers, Inc. 1,681 1,675 0% 2020-03-31
BSC PRIVATE WEALTH MANAGEMENT, LLC 1,673 3,060 45% 2020-03-31
FIRST INTERSTATE BANK 1,671 1,458 15% 2020-03-31
B & T Capital Management DBA Alpha Capital Management 1,663 1,164 43% 2020-03-31
FIRST NATIONAL BANK OF OMAHA 1,661 1,861 11% 2020-03-31
WAGNER CAPITAL MANAGEMENT CORP 1,653 1,201 38% 2020-03-31
CAMG Solamere Management, LLC 1,650 1,650 No Change 2020-03-31
CVA Family Office, LLC 1,650 1,650 No Change 2020-03-31
HARBOR INVESTMENT ADVISORY, LLC 1,639 1,639 No Change 2020-03-31
Vestmark Advisory Solutions, Inc. 1,626 0 New Buy 2020-03-31
Chesapeake Wealth Management 1,620 1,625 0% 2020-03-31
Norway Savings Bank 1,614 1,183 36% 2020-03-31
ATWOOD & PALMER INC 1,607 1,607 No Change 2020-03-31
Abbrea Capital, LLC 1,600 1,600 No Change 2020-03-31
Mosaic Family Wealth, LLC 1,593 1,613 1% 2020-03-31
FIDUCIARY TRUST CO 1,577 0 New Buy 2020-03-31
Coastal Investment Advisors, Inc. 1,557 1,856 16% 2020-03-31
DFPG INVESTMENTS, INC. 1,552 1,511 3% 2020-03-31
GUYASUTA INVESTMENT ADVISORS INC 1,535 1,535 No Change 2020-03-31
Vishria Bird Financial Group, LLC 1,529 1,529 No Change 2020-03-31
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,526 1,781 14% 2020-03-31
Brio Consultants, LLC 1,516 1,512 0% 2020-03-31
Confluence Wealth Management LLC 1,506 1,499 0% 2020-03-31
Filbrandt Wealth Management, LLC 1,506 1,555 3% 2020-03-31
Asset Dedication, LLC 1,503 1,503 No Change 2020-03-31
ALTFEST L J & CO INC 1,500 1,500 No Change 2020-03-31
STEPHENSON NATIONAL BANK & TRUST 1,500 2,780 46% 2020-03-31
ROPES WEALTH ADVISORS LLC 1,491 1,291 15% 2020-03-31
We Are One Seven, LLC 1,484 1,494 1% 2020-03-31
Fisher Asset Management, LLC(Kenneth L. Fisher) 1,483 0 New Buy 2020-03-31
Prime Capital Investment Advisors, LLC 1,475 1,525 3% 2020-03-31
CARY STREET PARTNER INVESTMENT ADVISORY LLC 1,448 1,403 3% 2020-03-31
Rikoon Group, LLC 1,435 1,435 No Change 2020-03-31
Hillstrust 1,425 0 New Buy 2020-03-31
CHESLEY TAFT & ASSOCIATES LLC/IL 1,425 1,425 No Change 2020-03-31
PARTHENON LLC 1,420 1,420 No Change 2020-03-31
Brand Asset Management Group, Inc. 1,418 223 536% 2020-03-31
Altium Wealth Management LLC 1,409 3,498 60% 2020-03-31
MONEYWISE, INC. 1,407 1,403 0% 2020-03-31
Titus Wealth Management 1,407 1,377 2% 2020-03-31
DAL Investment CO 1,400 1,400 No Change 2020-03-31
WESTWOOD HOLDINGS GROUP INC 1,392 1,486 6% 2020-03-31
BEACH INVESTMENT COUNSEL INC/PA 1,383 1,383 No Change 2020-03-31
WealthBridge Capital Management, LLC 1,381 1,381 No Change 2020-03-31
Lakeview Capital Partners, LLC 1,366 1,366 No Change 2020-03-31
Legacy Bridge, LLC 1,350 1,749 23% 2020-03-31
Burns Wealth Management, Inc. 1,348 0 New Buy 2020-03-31
Palisade Asset Management, LLC 1,338 1,338 No Change 2020-03-31
IEQ CAPITAL, LLC 1,338 2,327 43% 2020-03-31
GIRARD PARTNERS LTD. 1,334 1,358 2% 2020-03-31
Leonard Rickey Investment Advisors P.L.L.C. 1,331 1,327 0% 2020-03-31
Roble, Belko & Company, Inc 1,324 1,324 No Change 2020-03-31
Warren Averett Asset Management, LLC 1,317 1,316 0% 2020-03-31
Global Trust Asset Management, LLC 1,310 1,310 No Change 2020-03-31
WT Wealth Management 1,305 1,305 No Change 2020-03-31
Karp Capital Management Corp 1,292 2,502 48% 2020-03-31
Opus Capital Group, LLC 1,284 2,284 44% 2020-03-31
PRIVATE CAPITAL MANAGEMENT LLC 1,272 1,457 13% 2020-03-31
Legacy Wealth Planning, LLC 1,266 4,395 71% 2020-03-31
Colonial Asset Management, Inc. 1,264 1,343 6% 2020-03-31
Coyle Financial Counsel, Inc. 1,262 1,262 No Change 2020-03-31
SNS Financial Group, LLC 1,260 1,745 28% 2020-03-31
Zhang Financial LLC 1,230 1,230 No Change 2020-03-31
Curtis Advisory Group, LLC 1,224 1,224 No Change 2020-03-31
Litman Gregory Asset Management LLC 1,213 1,213 No Change 2020-03-31
Covenant Asset Management, LLC 1,212 1,212 No Change 2020-03-31
Petix & Botte Co 1,209 1,209 No Change 2020-03-31
SHINE INVESTMENT ADVISORY SERVICES INC 1,195 1,195 No Change 2020-03-31
Welch Group, LLC 1,192 0 New Buy 2020-03-31
Financial Architects, Inc 1,151 1,218 6% 2020-03-31
V Wealth Management,LLC 521 0 New Buy 2020-03-31
Sawyer & Company, Inc 1,099 1,099 No Change 2020-03-31
Ancora Advisors, LLC 1,096 0 New Buy 2020-03-31
Golden State Wealth Management, LLC 1,061 0 New Buy 2020-03-31
MONETARY MANAGEMENT GROUP INC 1,000 0 New Buy 2020-03-31
Johnson Financial Group, Inc. 1,000 1,000 No Change 2020-03-31
1776 Wealth LLC 990 990 No Change 2020-03-31
Squar Milner Financial Services LLC 989 1,783 45% 2020-03-31
Retirement Network 943 0 New Buy 2020-03-31
HOWE & RUSLING INC 941 941 No Change 2020-03-31
Tortoise Investment Management, LLC 927 927 No Change 2020-03-31
Balentine LLC 900 0 New Buy 2020-03-31
BerganKDV Wealth Management, LLC 890 890 No Change 2020-03-31
Covington Capital Management 881 848 4% 2020-03-31
MASSMUTUAL TRUST CO FSB/ADV 866 0 New Buy 2020-03-31
New England Investment & Retirement Group, Inc. 827 102,871 99% 2020-03-31
EVOKE WEALTH, LLC 814 0 New Buy 2020-03-31
QCI ASSET MANAGEMENT INC/NY 800 800 No Change 2020-03-31
Interactive Financial Advisors 777 777 No Change 2020-03-31
TCI Wealth Advisors, Inc. 755 877 14% 2020-03-31
Winslow, Evans & Crocker, Inc. 734 1,834 60% 2020-03-31
Cribstone Capital Management, LLC 723 723 No Change 2020-03-31
Peregrine Asset Advisers, Inc. 704 0 New Buy 2020-03-31
Sonora Investment Management, LLC 666 666 No Change 2020-03-31
LOOMIS SAYLES & CO L P 642 0 New Buy 2020-03-31
Capital Asset Advisory Services LLC 635 27 2,252% 2020-03-31
JFS WEALTH ADVISORS, LLC 616 616 No Change 2020-03-31
First Bank & Trust 615 615 No Change 2020-03-31
COUNTRY TRUST BANK 608 608 No Change 2020-03-31
Plante Moran Financial Advisors Ltd Partnership 597 470 27% 2020-03-31
Key FInancial Inc 597 0 New Buy 2020-03-31
REILLY FINANCIAL ADVISORS, LLC 585 585 No Change 2020-03-31
STRALEM & CO INC 584 0 New Buy 2020-03-31
Cascade Investment Advisors, Inc. 550 550 No Change 2020-03-31
Carmichael Hill & Associates, Inc. 527 527 No Change 2020-03-31
Barrett Asset Management, LLC 515 530 3% 2020-03-31
HHM Wealth Advisors, LLC 506 0 New Buy 2020-03-31
JACKSON SQUARE CAPITAL, LLC 480 0 New Buy 2020-03-31
CFM WEALTH PARTNERS LLC 475 475 No Change 2020-03-31
PIN OAK INVESTMENT ADVISORS INC 465 465 No Change 2020-03-31
VERUS CAPITAL PARTNERS, LLC 465 565 18% 2020-03-31
Stratos Wealth Advisors, LLC 461 0 New Buy 2020-03-31
ATTICUS WEALTH MANAGEMENT, LLC 455 455 No Change 2020-03-31
Lenox Wealth Management, Inc. 444 444 No Change 2020-03-31
Lowe fs, LLC 427 527 19% 2020-03-31
Capital Directions Investment Advisors, LLC 425 425 No Change 2020-03-31
Royal Fund Management, LLC 107 0 New Buy 2020-03-31
Baystate Wealth Management LLC 384 383 0% 2020-03-31
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 367 707 48% 2020-03-31
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 366 449 18% 2020-03-31
CITY HOLDING CO 359 359 No Change 2020-03-31
Firestone Capital Management 353 29 1,117% 2020-03-31
MCMILLION CAPITAL MANAGEMENT INC 346 346 No Change 2020-03-31
Column Capital Advisors, LLC 310 310 No Change 2020-03-31
HARVEST GROUP WEALTH MANAGEMENT, LLC 305 305 No Change 2020-03-31
BALLAST ADVISORS LLC 301 301 No Change 2020-03-31
Capstone Financial Group, Inc. 297 0 New Buy 2020-03-31
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 290 290 No Change 2020-03-31
Harel Insurance Investments & Financial Services Ltd. 280 280 No Change 2020-03-31
SYM FINANCIAL CORPORATION 277 277 No Change 2020-03-31
MBE Wealth Management, LLC 268 0 New Buy 2020-03-31
PITTENGER & ANDERSON INC 260 492 47% 2020-03-31
LIBERTY WEALTH MANAGEMENT LLC 250 359 30% 2020-03-31
Ambassador Advisors, LLC 250 250 No Change 2020-03-31
WASHINGTON TRUST CO 243 0 New Buy 2020-03-31
OmniStar Financial Group, Inc. 243 0 New Buy 2020-03-31
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 240 240 No Change 2020-03-31
Arden Trust Co 238 0 New Buy 2020-03-31
MOTCO 230 230 No Change 2020-03-31
MCF Advisors LLC 209 209 No Change 2020-03-31
Cornerstone Advisors, Inc. 203 203 No Change 2020-03-31
BP WEALTH MANAGEMENT, LLC 200 9,758 98% 2020-03-31
Provident Wealth Management, LLC 200 200 No Change 2020-03-31
Lehman & Derafelo Financial Resources LLC 184 184 No Change 2020-03-31
Pacifica Partners Inc. 181 181 No Change 2020-03-31
MEEDER ASSET MANAGEMENT INC 178 178 No Change 2020-03-31
Lake Point Wealth Management 175 175 No Change 2020-03-31
PrairieView Partners, LLC 171 0 New Buy 2020-03-31
Rice Partnership, LLC 167 167 No Change 2020-03-31
ABSOLUTE INVESTMENT MANAGEMENT LLC 162 69 135% 2020-03-31
TRUEWEALTH LLC 156 38 311% 2020-03-31
Sugarloaf Wealth Management, LLC 141 1,927 93% 2020-03-31
NWK Group, Inc. 139 139 No Change 2020-03-31
WEBSTER BANK, N. A. 138 138 No Change 2020-03-31
TRUST CO OF VERMONT 137 137 No Change 2020-03-31
Glassman Wealth Services 136 136 No Change 2020-03-31
Gradient Investments LLC 123 123 No Change 2020-03-31
John W. Brooker & Co., CPAs 122 122 No Change 2020-03-31
BALDWIN BROTHERS INC/MA 120 120 No Change 2020-03-31
Hudock Moyer Wealth Resources, LLC 120 120 No Change 2020-03-31
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 120 161 25% 2020-03-31
ANDERSON FISHER LLC 112 127 12% 2020-03-31
Private Ocean, LLC 111 111 No Change 2020-03-31
Global Wealth Management Investment Advisory, Inc. 109 137 20% 2020-03-31
Sound Income Strategies, LLC 104 104 No Change 2020-03-31
Armor Investment Advisors, LLC 100 100 No Change 2020-03-31
Versant Capital Management, Inc 100 100 No Change 2020-03-31
Enterprise Trust & Investment Co 100 0 New Buy 2020-03-31
New Potomac Partners, LLC 90 90 No Change 2020-03-31
Prestige Wealth Management Group LLC 89 108 18% 2020-03-31
OGOREK ANTHONY JOSEPH /NY/ /ADV 82 82 No Change 2020-03-31
Lucia Wealth Services, LLC 80 100 20% 2020-03-31
CBIZ Investment Advisory Services, LLC 79 79 No Change 2020-03-31
FIRST MANHATTAN CO 78 78 No Change 2020-03-31
ROWLAND CARMICHAEL ADVISORS INC /ADV 74 0 New Buy 2020-03-31
Aptus Capital Advisors, LLC 72 81 11% 2020-03-31
HORIZON BANCORP /IN/ 68 68 No Change 2020-03-31
Cordasco Financial Network 52 52 No Change 2020-03-31
Fusion Family Wealth LLC 50 50 No Change 2020-03-31
Affiance Financial, LLC 49 49 No Change 2020-03-31
BAINCO INTERNATIONAL INVESTORS 44 0 New Buy 2020-03-31
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 42 42 No Change 2020-03-31
RPG Investment Advisory, LLC 35 35 No Change 2020-03-31
ADIRONDACK TRUST CO 31 31 No Change 2020-03-31
Larson Financial Group LLC 30 100 70% 2020-03-31
HighMark Wealth Management LLC 30 177 83% 2020-03-31
Horan Securities, Inc. 27 0 New Buy 2020-03-31
Patriot Financial Group Insurance Agency, LLC 20 179 89% 2020-03-31
Financial Management Professionals, Inc. 3 0 New Buy 2020-03-31
Bay Harbor Wealth Management, LLC 2 2 No Change 2020-03-31
Renaissance Technologies(Jim Simons) 0 1,100 Sold Out 2020-03-31
SMITH CHAS P & ASSOCIATES PA CPAS 0 1,206 Sold Out 2020-03-31
TOCQUEVILLE ASSET MANAGEMENT LP 0 1,920 Sold Out 2020-03-31
Diversified Investment Strategies, LLC 0 1,682 Sold Out 2020-03-31
L & S Advisors Inc 0 1,068 Sold Out 2020-03-31
WEDBUSH MORGAN SECURITIES INC 0 1,237 Sold Out 2020-03-31
Truepoint, Inc. 0 3,517 Sold Out 2020-03-31
MYCIO WEALTH PARTNERS, LLC 0 3,703 Sold Out 2020-03-31
Rex Capital Advisors, LLC 0 1,199 Sold Out 2020-03-31
SAND HILL ADVISORS INC/CA 0 1,073 Sold Out 2020-03-31
Cutter & CO Brokerage, Inc. 0 1,574 Sold Out 2020-03-31
CREDIT SUISSE/ 0 41,718 Sold Out 2020-03-31
Ironwood Investment Counsel, LLC 0 1,063 Sold Out 2020-03-31
CANADA PENSION PLAN INVESTMENT BOARD 0 100,000 Sold Out 2020-03-31
KORNITZER CAPITAL MANAGEMENT INC /KS 0 2,182 Sold Out 2020-03-31
BARCLAYS PLC 0 1,050 Sold Out 2020-03-31
BBVA USA BANCSHARES INC 0 344 Sold Out 2020-03-31
CLS INVESTMENT FIRM, LLC 0 202 Sold Out 2020-03-31
LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC 0 1,201 Sold Out 2020-03-31
Beaumont Financial Partners, LLC 0 1,188 Sold Out 2020-03-31
GODSEY & GIBB ASSOCIATES 0 1,070 Sold Out 2020-03-31
CONFLUENCE INVESTMENT MANAGEMENT LLC 0 81,283 Sold Out 2020-03-31
Raymond James Financial Services Advisors, Inc. 0 633,236 Sold Out 2020-03-31
Chevy Chase Trust Holdings, Inc. 0 1,195 Sold Out 2020-03-31
IndexIQ Advisors LLC 0 4 Sold Out 2020-03-31
Baker Avenue Asset Management, LP 0 4,074 Sold Out 2020-03-31
McKinley Carter Wealth Services, Inc. 0 622 Sold Out 2020-03-31
FULTON BANK, N.A. 0 1,293 Sold Out 2020-03-31
Empirical Financial Services, LLC 0 1,057 Sold Out 2020-03-31
Summit Asset Management, LLC 0 1,065 Sold Out 2020-03-31
Pathstone Family Office, LLC 0 306 Sold Out 2020-03-31
Clear Harbor Asset Management, LLC 0 65 Sold Out 2020-03-31
Smart Portfolios, LLC 0 1,524 Sold Out 2020-03-31
Institute for Wealth Management, LLC. 0 264 Sold Out 2020-03-31
BRINKER CAPITAL INC 0 1,236 Sold Out 2020-03-31
Lenox Wealth Advisors, Inc. 0 992 Sold Out 2020-03-31
Alexandria Capital, LLC 0 1,157 Sold Out 2020-03-31
Regal Investment Advisors, LLC 0 6,576 Sold Out 2020-03-31
Horan Capital Advisors, LLC. 0 122 Sold Out 2020-03-31
PEDDOCK CAPITAL ADVISORS, LLC 0 308 Sold Out 2020-03-31
Plancorp, LLC 0 1,207 Sold Out 2020-03-31
SVA Plumb Wealth Management, LLC 0 1,046 Sold Out 2020-03-31
Verity Asset Management, Inc. 0 1,088 Sold Out 2020-03-31
Moors & Cabot, Inc. 0 1,390 Sold Out 2020-03-31
Raab & Moskowitz Asset Management LLC 0 449 Sold Out 2020-03-31
Arvest Trust Co 0 1,132 Sold Out 2020-03-31
PARK AVENUE SECURITIES LLC 0 11,958 Sold Out 2020-03-31
S. R. Schill & Associates 0 6,950 Sold Out 2020-03-31
Oakmont Partners LLC 0 1,457 Sold Out 2020-03-31
Nicholas Hoffman & Company, LLC. 0 1,041 Sold Out 2020-03-31
Paragon Wealth Strategies, LLC 0 38,376 Sold Out 2020-03-31
Good Life Advisors, LLC 0 1,072 Sold Out 2020-03-31
Financial Advisors Network, Inc. 0 1,695 Sold Out 2020-03-31
Moloney Securities Asset Management, LLC 0 3,102 Sold Out 2020-03-31
Independent Advisor Alliance 0 73,062 Sold Out 2020-03-31
GSB Wealth Management, LLC 0 60 Sold Out 2020-03-31
IFG Advisory, LLC 0 1,310 Sold Out 2020-03-31
DeDora Capital, Inc. 0 568 Sold Out 2020-03-31
Pinnacle Wealth Planning Services, Inc. 0 1,049 Sold Out 2020-03-31
CABANA LLC 0 1,900 Sold Out 2020-03-31
Ellenbecker Investment Group 0 1,065 Sold Out 2020-03-31
Slow Capital, Inc. 0 4,053 Sold Out 2020-03-31
Quad-Cities Investment Group, LLC 0 1,080 Sold Out 2020-03-31
Howard Capital Management Inc. 0 6,522 Sold Out 2020-03-31
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0 47,625 Sold Out 2020-03-31
Foundations Investment Advisors, LLC 0 1,424 Sold Out 2020-03-31
Portfolio Strategies, Inc. 0 30,824 Sold Out 2020-03-31
Eukles Asset Management 0 100 Sold Out 2020-03-31
Coastal Capital Group, Inc. 0 48 Sold Out 2020-03-31
GARRISON POINT ADVISORS, LLC 0 1,125 Sold Out 2020-03-31
Apexium Financial, LP 0 1,524 Sold Out 2020-03-31
ERn Financial, LLC 0 1,195 Sold Out 2020-03-31
Financial Insights, Inc. 0 1,080 Sold Out 2020-03-31
Shorepoint Capital Partners LLC 0 9,200 Sold Out 2020-03-31
FIRST NATIONAL CORP /MA/ /ADV 0 1,410 Sold Out 2020-03-31
RIVERSEDGE ADVISORS, LLC 0 2,776 Sold Out 2020-03-31
Williams Jones Wealth Management, LLC. 0 1,395 Sold Out 2020-03-31
Charles Schwab Trust Co 0 3,322 Sold Out 2020-03-31
Silicon Hills Wealth Management, LLC 0 8 Sold Out 2020-03-31
J.W. COLE ADVISORS, INC. 0 11,931 Sold Out 2020-03-31
Royal Harbor Partners, LLC 0 1,095 Sold Out 2020-03-31
TRUEFG, LLC 0 1,143 Sold Out 2020-03-31
Camden Capital, LLC 0 1,261 Sold Out 2020-03-31
TBH Global Asset Management, LLC 0 1,035 Sold Out 2020-03-31
CORBETT ROAD CAPITAL MANAGEMENT, LLC 0 6,791 Sold Out 2020-03-31
TL Private Wealth 0 1,156 Sold Out 2020-03-31
Adams Wealth Management 0 5,537 Sold Out 2020-03-31
Chicago Wealth Management, Inc. 0 2,535 Sold Out 2020-03-31
Maltin Wealth Management, Inc. 0 292 Sold Out 2020-03-31
Total Clarity Wealth Management, Inc. 0 538 Sold Out 2020-03-31
MORGAN STANLEY 7,709,695 7,821,341 1% 2019-12-31
BANK OF AMERICA CORP /DE/ 5,430,883 5,381,718 1% 2019-12-31
WELLS FARGO & CO/MN 5,302,426 5,432,007 2% 2019-12-31
AMERIPRISE FINANCIAL INC 2,157,083 2,196,065 2% 2019-12-31
STIFEL FINANCIAL CORP 0 1,839,646 Sold Out 2019-12-31
GOLDMAN SACHS GROUP INC 0 1,055,399 Sold Out 2019-12-31
Advisor Group, Inc. 892,702 974,625 8% 2019-12-31
Equitable Holdings, Inc. 831,281 0 New Buy 2019-12-31
FMR LLC 8 7 14% 2019-12-31
ROYAL BANK OF CANADA 582,118 0 New Buy 2019-12-31
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 480,846 444,012 8% 2019-12-31
Lido Advisors, LLC 384,582 353,736 9% 2019-12-31
BB&T CORP 287,257 9,402 2,955% 2019-12-31
UNITED CAPITAL FINANCIAL ADVISERS,INC. 263,139 271,348 3% 2019-12-31
Parker Investment Management, LLC 262,211 268,788 2% 2019-12-31
PHH Investments, Ltd. 152,119 153,664 1% 2019-12-31
Probity Advisors, Inc. 111,243 108,356 3% 2019-12-31
HILLTOP WEALTH ADVISORS, LLC 107,082 0 New Buy 2019-12-31
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 91,211 88,354 3% 2019-12-31
MML INVESTORS SERVICES, LLC 87,740 79,020 11% 2019-12-31
COMERICA SECURITIES,INC. 68,940 0 New Buy 2019-12-31
Strategic Wealth Partners Group LLC 68,719 68,497 0% 2019-12-31
NORTHERN TRUST CORP 66,244 64,603 3% 2019-12-31
TWO SIGMA ADVISERS, LLC 62,100 30,900 101% 2019-12-31
EVERGREEN CAPITAL MANAGEMENT LLC 61,780 64,347 4% 2019-12-31
Advisory Services Network, LLC 57,733 37,411 54% 2019-12-31
Kynikos Associates LP 56,532 0 New Buy 2019-12-31
TWO SIGMA INVESTMENTS LLC 54,025 121,325 55% 2019-12-31
Kalos Management, Inc. 50,535 59,274 15% 2019-12-31
Mutual Advisors, LLC 45,153 47,021 4% 2019-12-31
Gladstone Institutional Advisory LLC 40,304 39,078 3% 2019-12-31
Adaptive Financial Consulting, LLC 36,891 0 New Buy 2019-12-31
Platte River Wealth Advisors, LLC 35,056 0 New Buy 2019-12-31
Feltz Wealth PLAN Inc. 34,211 37,796 9% 2019-12-31
Cranbrook Wealth Management, LLC 31,874 32,231 1% 2019-12-31
Pinnacle Family Advisors, LLC 30,668 41,924 27% 2019-12-31
Voya Financial Advisors, Inc. 30,625 32,079 5% 2019-12-31
Sawtooth Asset Management, Inc. 29,609 13,965 112% 2019-12-31
Tower Research Capital LLC 26 0 New Buy 2019-12-31
BROWN ADVISORY HOLDINGS INC 26,501 25,577 4% 2019-12-31
ENTERPRISE FINANCIAL SERVICES CORP 4,508 23,979 81% 2019-12-31
Integer Wealth Advisors Group LLC 22,277 0 New Buy 2019-12-31
Atlanta Capital Group 21,106 29,594 29% 2019-12-31
MILLENNIUM MANAGEMENT LLC 20,269 0 New Buy 2019-12-31
TNB Financial 17,505 17,916 2% 2019-12-31
Tolleson Wealth Management, Inc. 17,127 17,127 No Change 2019-12-31
ATRIA INVESTMENTS LLC 16,388 16,000 2% 2019-12-31
Belpointe Asset Management LLC 15,365 0 New Buy 2019-12-31
PRIVATE BANK & TRUST CO 14,495 14,495 No Change 2019-12-31
Atlas Private Wealth Management 13,621 0 New Buy 2019-12-31
PSI Advisors, LLC 11,377 0 New Buy 2019-12-31
Sequoia Financial Advisors, LLC 10,952 11,242 3% 2019-12-31
Procyon Private Wealth Partners, LLC 10,624 0 New Buy 2019-12-31
GREAT VALLEY ADVISOR GROUP, INC. 9,981 9,687 3% 2019-12-31
HM PAYSON & CO 8,978 9,667 7% 2019-12-31
PERRITT CAPITAL MANAGEMENT INC 8,393 10,380 19% 2019-12-31
HSBC HOLDINGS PLC 8,100 8,100 No Change 2019-12-31
BEAM Asset Management, LLC 7,534 0 New Buy 2019-12-31
BANK OF NOVA SCOTIA / 7,429 7,427 0% 2019-12-31
Wealthquest Corp 6,295 6,077 4% 2019-12-31
Cresset Asset Management, LLC 6,252 5,261 19% 2019-12-31
Prospera Financial Services 6,048 5,363 13% 2019-12-31
Crestwood Advisors LLC 5,833 5,843 0% 2019-12-31
Visionary Wealth Advisors 5,726 0 New Buy 2019-12-31
Jackson Wealth Management, LLC 5,640 0 New Buy 2019-12-31
Beacon Pointe Wealth Advisors, LLC 5,445 4,090 33% 2019-12-31
Azimuth Capital Management LLC 5,289 5,374 2% 2019-12-31
Cornerstone Wealth Management, LLC 5,033 6,261 20% 2019-12-31
J. Goldman & Co LP 4,918 4,187 17% 2019-12-31
Hall Kathryn A. 4,139 4,139 No Change 2019-12-31
Fusion Capital, LLC 3,818 0 New Buy 2019-12-31
BRASADA CAPITAL MANAGEMENT, LP 3,608 3,608 No Change 2019-12-31
Clark Capital Management Group, Inc. 3,378 3,378 No Change 2019-12-31
FinTrust Capital Advisors, LLC 3,289 3,689 11% 2019-12-31
Wealth Alliance 3,156 0 New Buy 2019-12-31
QUADRANT CAPITAL GROUP LLC 2,918 2,858 2% 2019-12-31
OptiFour Integrated Wealth Management, LLC 2,711 2,711 No Change 2019-12-31
NORTHSTAR WEALTH PARTNERS LLC 2,705 1,527 77% 2019-12-31
CNB Bank 2,616 266 883% 2019-12-31
Pinnacle Advisory Group, Inc. 2,462 2,462 No Change 2019-12-31
SRS Capital Advisors, Inc. 2,419 2,399 1% 2019-12-31
Sageworth Trust Co 2,275 2,496 9% 2019-12-31
NorthRock Partners, LLC 2,264 4,029 44% 2019-12-31
HOLLENCREST SECURITIES LLC 2,235 3,235 31% 2019-12-31
FOUNDERS FINANCIAL SECURITIES LLC 2,066 0 New Buy 2019-12-31
BEACON FINANCIAL GROUP 2,000 2,000 No Change 2019-12-31
ADVISOR PARTNERS LLC 1,812 0 New Buy 2019-12-31
SALEM INVESTMENT COUNSELORS INC 1,801 1,801 No Change 2019-12-31
Torch Wealth Management LLC 1,770 1,777 0% 2019-12-31
CB&T Wealth Management 1,731 0 New Buy 2019-12-31
BBK Capital Partners, LLC 1,575 0 New Buy 2019-12-31
Orion Portfolio Solutions, LLC 1,547 0 New Buy 2019-12-31
Private Portfolio Partners LLC 1,489 1,515 2% 2019-12-31
TRH Financial, LLC 1,398 0 New Buy 2019-12-31
Claraphi Advisory Network, LLC 1,343 1,204 12% 2019-12-31
Fort Point Capital Partners, LLC 1,251 1,251 No Change 2019-12-31
WIMMER ASSOCIATES 1, LLC 1,250 1,250 No Change 2019-12-31
Relative Value Partners Group, LLC 1,185 0 New Buy 2019-12-31
VAUGHAN AND COMPANY SECURITIES, INC. 1,107 0 New Buy 2019-12-31
Truvestments Capital LLC 1,045 1,037 1% 2019-12-31
Moisand Fitzgerald Tamayo, LLC 991 991 No Change 2019-12-31
Kore Private Wealth LLC 914 0 New Buy 2019-12-31
FSA Wealth Management LLC 780 0 New Buy 2019-12-31
Gemmer Asset Management LLC 755 736 3% 2019-12-31
Lloyd Advisory Services, LLC. 601 0 New Buy 2019-12-31
Sowa Financial Group, Inc. 308 0 New Buy 2019-12-31
TI-TRUST, INC 274 0 New Buy 2019-12-31
Peachtree Investment Partners, LLC 270 0 New Buy 2019-12-31
Permanens Capital L.P. 200 200 No Change 2019-12-31
Qube Research & Technologies Ltd 200 0 New Buy 2019-12-31
RMR Wealth Builders 168 0 New Buy 2019-12-31
Capital Investment Counsel, Inc 153 153 No Change 2019-12-31
McIlrath & Eck, LLC 100 100 No Change 2019-12-31
TOTH FINANCIAL ADVISORY CORP 77 93 17% 2019-12-31
Endurance Wealth Management, Inc. 12 22 45% 2019-12-31
Ironwood Wealth Management, LLC. 11 11 No Change 2019-12-31
MANUFACTURERES LIFE INSURANCE CO 0 356,718 Sold Out 2019-12-31
AXA 0 590,948 Sold Out 2019-12-31
CLOUGH CAPITAL PARTNERS L P 0 6,400 Sold Out 2019-12-31
Quantum Capital Management, LLC / NJ 0 550 Sold Out 2019-12-31
CWA Asset Management Group, LLC 0 1,175 Sold Out 2019-12-31
Thor Advisors, LLC 0 595 Sold Out 2019-12-31
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