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STOCK TICKER:
ISHARE RUS 1000 VALU   (ticker: IWD)
Institutions's Holdings On The Stock
INSTITUTION/GURU    (click Current Holdings for holding history) Current Holdings
(link to holding history)
Previous
Holdings
Change Portfolio
Date
BANK OF AMERICA CORP /DE/ 44,820,864 0 New Buy 2020-06-30
MORGAN STANLEY 27,162,399 0 New Buy 2020-06-30
Financial Engines Advisors L.L.C. 15,910,113 17,399,821 9% 2020-06-30
JONES FINANCIAL COMPANIES LLLP 12,528 13,387,120 100% 2020-06-30
J P MORGAN CHASE & CO 10,981,237 10,524,502 4% 2020-06-30
FMR LLC 16 0 New Buy 2020-06-30
ENVESTNET ASSET MANAGEMENT INC 6,028,951 6,438,862 6% 2020-06-30
GOLDMAN SACHS GROUP INC 2,397 0 New Buy 2020-06-30
UBS Group AG 18,967 11,088 71% 2020-06-30
AMERICAN CENTURY COMPANIES INC 5,357,759 5,793,094 8% 2020-06-30
SYNOVUS FINANCIAL CORP 4,373,944 4,846,899 10% 2020-06-30
WELLS FARGO & CO/MN 3,759,342 3,897,156 4% 2020-06-30
RAYMOND JAMES & ASSOCIATES 3,516,615 3,423,259 3% 2020-06-30
CITIGROUP INC 3,057,905 2,939,432 4% 2020-06-30
Baird Financial Group, Inc. 2,748 2,748 No Change 2020-06-30
COMMONWEALTH EQUITY SERVICES, LLC. 2,070,436 2,196,100 6% 2020-06-30
BB&T CORP 1,830,492 0 New Buy 2020-06-30
TIAA, FSB 4,618 5,472 16% 2020-06-30
Oak Hill Investment Management, L.P. 1,641,086 2,203,600 26% 2020-06-30
LPL Financial CORP 1,521,521 1,607,483 5% 2020-06-30
M&T BANK CORP 1,515,337 1,726,628 12% 2020-06-30
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1,490,423 1,644,320 9% 2020-06-30
NORTHERN TRUST CORP 1,377,075 0 New Buy 2020-06-30
ROYAL BANK OF CANADA 1,372,036 0 New Buy 2020-06-30
STIFEL FINANCIAL CORP 1,947 0 New Buy 2020-06-30
Cresset Asset Management, LLC 939,468 0 New Buy 2020-06-30
COMMERCE BANK N A/MO 931,133 1,151,994 19% 2020-06-30
US BANCORP DE 840,208 977,205 14% 2020-06-30
ALLIANCEBERNSTEIN L.P. 799,913 188,600 324% 2020-06-30
STEPHENS INC /AR/ 773,881 808,387 4% 2020-06-30
Waldron, LP 726,384 754,568 4% 2020-06-30
Raymond James Financial Services Advisors, Inc. 725,276 723,342 0% 2020-06-30
AMERIPRISE FINANCIAL INC 725,186 0 New Buy 2020-06-30
Bank of New York Mellon CORP 715,492 621,162 15% 2020-06-30
MANUFACTURERES LIFE INSURANCE CO 697,506 0 New Buy 2020-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 692,945 997,629 31% 2020-06-30
HighTower Advisors, LLC 590,424 732,326 19% 2020-06-30
Equitable Holdings, Inc. 253,565 0 New Buy 2020-06-30
1ST SOURCE BANK 529,888 534,894 1% 2020-06-30
Oakworth Capital, Inc. 497,186 490,677 1% 2020-06-30
Stairway Partners, LLC 477,859 469,837 2% 2020-06-30
FIFTH THIRD BANCORP 471,236 591,447 20% 2020-06-30
Mariner Wealth Advisors, LLC 438,911 455,047 4% 2020-06-30
Twin Tree Management, LP 152,400 0 New Buy 2020-06-30
BALASA DINVERNO & FOLTZ LLC 436,625 577,897 24% 2020-06-30
PARK AVENUE SECURITIES LLC 409,686 0 New Buy 2020-06-30
Nuveen Asset Management, LLC 408,381 542,813 25% 2020-06-30
Creative Planning 339,694 373,038 9% 2020-06-30
STEPHENS GROUP ASSET MANAGEMENT, LLC 398,278 400,283 1% 2020-06-30
BRIDGES INVESTMENT MANAGEMENT INC 370,483 368,645 0% 2020-06-30
Susquehanna International Group, LLP 363,189 510,848 29% 2020-06-30
Private Advisor Group, LLC 359,734 373,467 4% 2020-06-30
Cedar Mountain Advisors, LLC 349,440 345,684 1% 2020-06-30
RSM US WEALTH MANAGEMENT LLC 340,141 378,467 10% 2020-06-30
Hirtle Callaghan & Co Inc 339,199 89,362 280% 2020-06-30
BBVA USA BANCSHARES INC 331,021 276,322 20% 2020-06-30
HSBC HOLDINGS PLC 309,271 0 New Buy 2020-06-30
JANE STREET GROUP, LLC 292,604 227,748 28% 2020-06-30
MATHER GROUP, INC. 275,634 290,813 5% 2020-06-30
SEI INVESTMENTS CO 274,761 457,187 40% 2020-06-30
KEYBANK NATIONAL ASSOCIATION/OH 265,901 284,100 6% 2020-06-30
CASTLEARK MANAGEMENT LLC 265,000 0 New Buy 2020-06-30
CULLEN FROST BANKERS INC 0 247,600 Sold Out 2020-06-30
LANDAAS & CO /WI /ADV 255,971 255,729 0% 2020-06-30
FIRST BUSINESS FINANCIAL SERVICES, INC. 254,556 325,419 22% 2020-06-30
CALTON & ASSOCIATES, INC. 245,298 237,649 3% 2020-06-30
Nadler Financial Group, Inc. 243,187 242,621 0% 2020-06-30
CLS INVESTMENT FIRM, LLC 241,674 251,153 4% 2020-06-30
BRANDYWINE ASSET MANAGEMENT LLC 235,154 0 New Buy 2020-06-30
Strategic Wealth Partners Group LLC 234,336 245,633 5% 2020-06-30
FDx Advisors, Inc. 232,011 739,060 69% 2020-06-30
BLAIR WILLIAM & CO/IL 224,442 288,552 22% 2020-06-30
Parkside Financial Bank & Trust 214,789 229,992 7% 2020-06-30
Comprehensive Financial Management LLC 214,598 219,424 2% 2020-06-30
CAPTRUST FINANCIAL ADVISORS 204,661 124,967 64% 2020-06-30
LBJ Family Wealth Advisors, Ltd. 196,665 195,556 1% 2020-06-30
Rafferty Asset Management, LLC 188,304 122,618 54% 2020-06-30
FSA Wealth Management LLC 180,009 0 New Buy 2020-06-30
Flaharty Asset Management, LLC 179,430 0 New Buy 2020-06-30
Amerivest Investment Management LLC 173,551 238,134 27% 2020-06-30
SG Americas Securities, LLC 168,336 73,669 129% 2020-06-30
FIRST CITIZENS BANK & TRUST CO 166,718 210,139 21% 2020-06-30
BROWN ADVISORY HOLDINGS INC 867 0 New Buy 2020-06-30
REGIONS FINANCIAL CORP 158,655 158,848 0% 2020-06-30
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 155,000 155,000 No Change 2020-06-30
Integrated Investment Consultants, LLC 153,211 164,615 7% 2020-06-30
MAI Wealth Advisors 151,977 152,799 1% 2020-06-30
PINNACLE FINANCIAL PARTNERS INC 151,810 157,516 4% 2020-06-30
Paulson Wealth Management Inc. 148,846 158,693 6% 2020-06-30
Financial Network 144,076 300,231 52% 2020-06-30
UNITED CAPITAL FINANCIAL ADVISERS,INC. 142,678 0 New Buy 2020-06-30
Alera Investment Advisors, LLC 139,291 183,643 24% 2020-06-30
MERCER GLOBAL ADVISORS INC /ADV 134,069 269,000 50% 2020-06-30
Janney Montgomery Scott LLC 131,489 164,565 20% 2020-06-30
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 127,654 102,431 25% 2020-06-30
Regal Wealth Group, Inc. 127,564 125,133 2% 2020-06-30
Marquette Asset Management Inc. 126,918 142,222 11% 2020-06-30
Goelzer Investment Management, Inc. 125,811 126,348 0% 2020-06-30
QUEST INVESTMENT MANAGEMENT INC/OR 125,449 0 New Buy 2020-06-30
BADGLEY PHELPS & BELL INC 125,356 142,043 12% 2020-06-30
Independence Advisors, LLC 125,191 133,436 6% 2020-06-30
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 124,904 124,693 0% 2020-06-30
People's United Financial, Inc. 121,022 131,757 8% 2020-06-30
NOTTINGHAM ADVISORS, INC. 119,287 101,633 17% 2020-06-30
TELEMUS CAPITAL, LLC 119,250 113,963 5% 2020-06-30
FULTON BANK, N.A. 116,113 130,101 11% 2020-06-30
FINANCIAL COUNSELORS INC 114,836 112,655 2% 2020-06-30
IBERIABANK CORP 114,513 128,562 11% 2020-06-30
Capital Advisors, Ltd. LLC 113,869 113,841 0% 2020-06-30
QS Investors, LLC 108,710 0 New Buy 2020-06-30
REED CONNER & BIRDWELL LLC 108,507 153,500 29% 2020-06-30
BTC Capital Management, Inc. 105,946 87,623 21% 2020-06-30
MV Capital Management, Inc. 105,026 108,727 3% 2020-06-30
AMG National Trust Bank 1,089 0 New Buy 2020-06-30
SILVERCREST ASSET MANAGEMENT GROUP LLC 99,985 100,720 1% 2020-06-30
PBWM Holdings, LLC 99,658 74,606 34% 2020-06-30
WADE G W & INC 96,395 102,241 6% 2020-06-30
GHP Investment Advisors, Inc. 94,459 94,168 0% 2020-06-30
Covenant Partners, LLC 93,240 98,035 5% 2020-06-30
Massey, Quick & Co., LLC 91,764 110,055 17% 2020-06-30
Ellenbecker Investment Group 91,209 87,076 5% 2020-06-30
Multi-Financial Securities Corp 89,216 109,099 18% 2020-06-30
RAYMOND JAMES TRUST CO 88,958 83,859 6% 2020-06-30
CAROLINAS WEALTH CONSULTING LLC 87,808 92,627 5% 2020-06-30
Warren Averett Asset Management, LLC 86,496 63,246 37% 2020-06-30
NORTH AMERICAN MANAGEMENT CORP 85,977 121,326 29% 2020-06-30
First Allied Advisory Services, Inc. 85,757 73,082 17% 2020-06-30
Cetera Investment Advisers 85,618 87,936 3% 2020-06-30
Johnson Financial Group, Inc. 84,324 523,585 84% 2020-06-30
Personal Resources Investment & Strategic Management, Inc. 82,876 76,486 8% 2020-06-30
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 82,394 81,147 2% 2020-06-30
BRYN MAWR TRUST CO/PA 81,172 98,468 18% 2020-06-30
Montecito Bank & Trust 78,792 97,297 19% 2020-06-30
EP Wealth Advisors, Inc. 76,954 107,631 29% 2020-06-30
AdvisorNet Financial, Inc 75,395 86,194 13% 2020-06-30
Stratos Wealth Partners, LTD. 74,923 125,372 40% 2020-06-30
INVESTMENT PARTNERS LTD /OH/ /ADV 74,803 72,168 4% 2020-06-30
INTEGRATED CAPITAL MANAGEMENT, INC. 74,609 73,554 1% 2020-06-30
Diversified Trust Co 73,703 58,701 26% 2020-06-30
MEEDER ASSET MANAGEMENT INC 72,722 46,541 56% 2020-06-30
Goldstein Munger & Associates 72,588 65,250 11% 2020-06-30
METROPOLITAN LIFE INSURANCE CO/NY 72,200 54,200 33% 2020-06-30
BRINKER CAPITAL INC 71,882 94,881 24% 2020-06-30
OPPENHEIMER ASSET MANAGEMENT INC 945 82,073 99% 2020-06-30
Independent Family Office, LLC 70,440 65,759 7% 2020-06-30
Estate Counselors, LLC 70,070 85,970 18% 2020-06-30
Linscomb & Williams, Inc. 70,049 44,292 58% 2020-06-30
Beirne Wealth Consulting Services, LLC 69,362 5,995 1,057% 2020-06-30
Disciplined Investments, LLC 69,289 66,091 5% 2020-06-30
TRUE Private Wealth Advisors 69,274 69,566 0% 2020-06-30
NWAM LLC 69,266 75,642 8% 2020-06-30
Veritable, L.P. 68,421 85,038 20% 2020-06-30
Blue Creek Investment Partners, LLC 67,168 62,038 8% 2020-06-30
HBK Sorce Advisory LLC 66,010 66,775 1% 2020-06-30
LINCOLN NATIONAL CORP 59,664 125,167 52% 2020-06-30
Rockefeller Capital Management L.P. 64,523 93,429 31% 2020-06-30
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 64,209 0 New Buy 2020-06-30
JOHNSON INVESTMENT COUNSEL INC 61,755 67,260 8% 2020-06-30
Segment Wealth Management, LLC 60,499 96,580 37% 2020-06-30
Equity Investment Corp Acquisition Inc 58,019 147,985 61% 2020-06-30
PineBridge Investments Ltd 57,491 0 New Buy 2020-06-30
WAYNE HUMMER ASSET MANAGEMENT CO 56,977 66,232 14% 2020-06-30
Homrich & Berg 56,152 25,849 117% 2020-06-30
EDMOND DE ROTHSCHILD HOLDING S.A. 55,082 0 New Buy 2020-06-30
OLD MISSION CAPITAL LLC 55,078 0 New Buy 2020-06-30
Edge Capital Group, LLC 54,861 104,304 47% 2020-06-30
SUNRISE PARTNERS LLC /CT 54,455 0 New Buy 2020-06-30
Round Table Services, LLC 54,169 77,371 30% 2020-06-30
WEST BANCORPORATION INC 53,734 53,674 0% 2020-06-30
OXFORD FINANCIAL GROUP LTD 52,731 50,231 5% 2020-06-30
UMB BANK N A/MO 52,701 51,285 3% 2020-06-30
SONATA CAPITAL GROUP INC 52,589 45,539 15% 2020-06-30
Beacon Pointe Advisors, LLC 52,123 62,042 16% 2020-06-30
Parallel Advisors, LLC 51,988 53,153 2% 2020-06-30
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 51,935 77,573 33% 2020-06-30
Valeo Financial Advisors, LLC 50,364 50,868 1% 2020-06-30
Chicago Partners Investment Group LLC 50,169 49,065 2% 2020-06-30
INSIGHT 2811, INC. 49,770 48,457 3% 2020-06-30
BARCLAYS PLC 5,797 1,000 480% 2020-06-30
TRUEWEALTH LLC 48,876 49,685 2% 2020-06-30
ASPIRIANT, LLC 48,729 56,962 14% 2020-06-30
Ballast, Inc. 48,676 49,681 2% 2020-06-30
RHUMBLINE ADVISERS 48,453 36,926 31% 2020-06-30
BINGHAM OSBORN & SCARBOROUGH LLC 48,442 49,668 2% 2020-06-30
FIERA SCEPTRE INC. 48,068 48,055 0% 2020-06-30
GLENMEDE TRUST CO NA 47,852 57,810 17% 2020-06-30
FC Advisory LLC 47,739 47,705 0% 2020-06-30
CI INVESTMENTS INC. 47,093 0 New Buy 2020-06-30
Baker Avenue Asset Management, LP 46,847 27,169 72% 2020-06-30
LOOMIS SAYLES & CO L P 46,793 46,793 No Change 2020-06-30
MERITAGE PORTFOLIO MANAGEMENT 46,657 34,652 35% 2020-06-30
Qube Research & Technologies Ltd 46,359 0 New Buy 2020-06-30
Wealthcare Advisory Partners LLC 45,878 38,145 20% 2020-06-30
WHITTIER TRUST CO OF NEVADA INC 45,735 52,661 13% 2020-06-30
NorthRock Partners, LLC 45,694 0 New Buy 2020-06-30
FRANKLIN RESOURCES INC 45,595 33,755 35% 2020-06-30
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 43,975 44,142 0% 2020-06-30
XML Financial, LLC 43,853 44,377 1% 2020-06-30
Buckingham Asset Management, LLC 43,633 62,605 30% 2020-06-30
HIGHLAND CAPITAL MANAGEMENT CORP 43,182 44,012 2% 2020-06-30
CITIZENS & NORTHERN CORP 42,932 4,352 886% 2020-06-30
RETIREMENT INCOME SOLUTIONS, INC 42,872 51,199 16% 2020-06-30
Georgetown University 42,806 42,552 1% 2020-06-30
Krasney Financial LLC 42,089 43,659 4% 2020-06-30
CAMBIAR INVESTORS LLC 42,083 160,253 74% 2020-06-30
Towerpoint Wealth, LLC 41,900 41,484 1% 2020-06-30
Ullmann Financial Group, Inc. 41,005 53,367 23% 2020-06-30
MILLENNIUM MANAGEMENT LLC 40,998 0 New Buy 2020-06-30
ASSOCIATED BANC-CORP 16,284 16,224 0% 2020-06-30
Pathstone Family Office, LLC 40,429 900 4,392% 2020-06-30
Zions Bancorporation, N.A. 40,208 0 New Buy 2020-06-30
SIGNATUREFD, LLC 39,260 8,933 339% 2020-06-30
Ironsides Asset Advisors, LLC 39,000 0 New Buy 2020-06-30
Drexel Morgan & Co. 38,999 38,716 1% 2020-06-30
COLONY GROUP LLC 38,645 59,835 35% 2020-06-30
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 38,528 33,951 13% 2020-06-30
Sunburst Financial Group, LLC 38,451 38,451 No Change 2020-06-30
Capital Directions Investment Advisors, LLC 38,308 43,369 12% 2020-06-30
SOL Capital Management CO 37,710 37,265 1% 2020-06-30
BRONFMAN E.L. ROTHSCHILD, L.P. 37,710 69,519 46% 2020-06-30
WHITTIER TRUST CO 36,973 42,709 13% 2020-06-30
LifePlan Financial Group, Inc 36,635 36,615 0% 2020-06-30
BERRY GROUP, LLC 36,599 34,186 7% 2020-06-30
UNIONBANCAL CORP 36,475 40,107 9% 2020-06-30
TWO SIGMA SECURITIES, LLC 2,000 0 New Buy 2020-06-30
Arbor Investment Advisors, LLC 35,831 33,881 6% 2020-06-30
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 35,646 0 New Buy 2020-06-30
SJA Financial Advisory, LLC 35,416 33,563 6% 2020-06-30
Community Bank, N.A. 35,322 32,239 10% 2020-06-30
Brand Asset Management Group, Inc. 35,314 41,841 16% 2020-06-30
Private Capital Group, LLC 35,273 41,549 15% 2020-06-30
CAHABA WEALTH MANAGEMENT, INC. 35,221 38,666 9% 2020-06-30
Chicago Wealth Management, Inc. 34,875 0 New Buy 2020-06-30
Astoria Strategic Wealth, Inc. 34,801 46,835 26% 2020-06-30
Pinnacle Wealth Planning Services, Inc. 34,192 32,964 4% 2020-06-30
Harbour Capital Advisors, LLC 34,140 35,165 3% 2020-06-30
Pictet & Cie (Europe) SA 33,875 33,875 No Change 2020-06-30
Nachman Norwood & Parrott, Inc 33,771 34,801 3% 2020-06-30
Orion Portfolio Solutions, LLC 33,593 0 New Buy 2020-06-30
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 32,808 11,705 180% 2020-06-30
Affinity Capital Advisors, LLC 32,473 32,957 1% 2020-06-30
Tolleson Wealth Management, Inc. 32,459 0 New Buy 2020-06-30
SlateStone Wealth, LLC 32,456 35,147 8% 2020-06-30
Hillcrest Wealth Advisors - NY, LLC 32,107 32,107 No Change 2020-06-30
ROTHSCHILD INVESTMENT CORP /IL 31,913 36,011 11% 2020-06-30
Financial Strategy Network, LLC 31,050 30,851 1% 2020-06-30
CREDIT SUISSE/ 31,003 0 New Buy 2020-06-30
IHT Wealth Management, LLC 30,779 34,189 10% 2020-06-30
AdvicePeriod, LLC 30,522 32,109 5% 2020-06-30
NATIXIS 30,137 0 New Buy 2020-06-30
Opes Wealth Management LLC 30,123 25,398 19% 2020-06-30
H D Vest Advisory Services 29,937 71,954 58% 2020-06-30
Traverso Chambers Private Wealth Management, LLC 29,656 31,672 6% 2020-06-30
Hardy Reed LLC 29,324 29,324 No Change 2020-06-30
Diversified Portfolios, Inc. 29,183 29,035 1% 2020-06-30
Camden Capital, LLC 29,180 33,715 13% 2020-06-30
DIAMOND HILL CAPITAL MANAGEMENT INC 29,120 124,526 77% 2020-06-30
FCG ADVISORS, LLC 28,789 30,473 6% 2020-06-30
PRINCIPAL FINANCIAL GROUP INC 28,591 0 New Buy 2020-06-30
SSI INVESTMENT MANAGEMENT INC 28,554 4,162 586% 2020-06-30
BP WEALTH MANAGEMENT, LLC 26,462 1,946,435 99% 2020-06-30
Resource Management, LLC 28,216 58,857 52% 2020-06-30
BANQUE PICTET & CIE SA 28,000 0 New Buy 2020-06-30
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 27,573 59,833 54% 2020-06-30
WOLVERINE TRADING, LLC 27,200 0 New Buy 2020-06-30
Hanson Investment Management 27,086 0 New Buy 2020-06-30
Asset Management Group, Inc. 27,047 26,769 1% 2020-06-30
RMR Wealth Builders 1,139 0 New Buy 2020-06-30
FIRST HAWAIIAN BANK 26,877 16,527 63% 2020-06-30
QUEST CAPITAL MANAGEMENT INC /ADV 26,597 25,920 3% 2020-06-30
MONETA GROUP INVESTMENT ADVISORS INC 26,105 25,711 2% 2020-06-30
Private Ocean, LLC 25,572 28,453 10% 2020-06-30
COMERICA SECURITIES,INC. 25,570 0 New Buy 2020-06-30
Holistic Financial Partners 25,467 26,048 2% 2020-06-30
SAGE FINANCIAL GROUP INC 25,461 24,634 3% 2020-06-30
Taylor, Cottrill, Erickson & Associates, Inc. 25,325 24,023 5% 2020-06-30
MANAGED ACCOUNT SERVICES INC 25,245 23,392 8% 2020-06-30
JMG Financial Group, Ltd. 24,963 26,607 6% 2020-06-30
Grubman Wealth Management 24,723 37,694 34% 2020-06-30
Smith & Howard Wealth Management, LLC 24,382 20,597 18% 2020-06-30
Cornerstone Advisory, LLP 3,894 24,099 84% 2020-06-30
BESSEMER GROUP INC 24,057 10,535 128% 2020-06-30
Renaissance Technologies(Jim Simons) 23,800 0 New Buy 2020-06-30
Hall Kathryn A. 23,600 0 New Buy 2020-06-30
Wellspring Financial Advisors, LLC 23,595 23,595 No Change 2020-06-30
GUGGENHEIM CAPITAL LLC 23,424 29,377 20% 2020-06-30
Sullivan, Bruyette, Speros & Blaney, Inc. 23,260 23,517 1% 2020-06-30
Starfire Investment Advisers, Inc. 23,151 23,039 0% 2020-06-30
STRINGER ASSET MANAGEMENT, LLC 22,944 0 New Buy 2020-06-30
Robeco Investment Management, Inc. 1,905 0 New Buy 2020-06-30
MONTAG A & ASSOCIATES INC 22,778 20,489 11% 2020-06-30
NORTHERN OAK CAPITAL MANAGEMENT INC 22,513 22,522 0% 2020-06-30
BERKSHIRE ASSET MANAGEMENT INC/PA 22,282 24,585 9% 2020-06-30
Acropolis Investment Management, LLC 22,130 22,130 No Change 2020-06-30
BEACON FINANCIAL GROUP 21,702 17,555 24% 2020-06-30
American Institute for Advanced Investment Management, LLP 21,578 23,523 8% 2020-06-30
FAMILY CAPITAL TRUST CO., NA 21,518 27,908 23% 2020-06-30
HM Capital Management, LLC 21,442 21,667 1% 2020-06-30
PUTNAM INVESTMENTS LLC 21,232 23,742 11% 2020-06-30
Mosaic Family Wealth, LLC 21,137 20,839 1% 2020-06-30
Avestar Capital, LLC 21,100 21,575 2% 2020-06-30
OHE FINANCIAL INC 20,983 0 New Buy 2020-06-30
Mutual Advisors, LLC 20,936 0 New Buy 2020-06-30
Rehmann Capital Advisory Group 20,806 0 New Buy 2020-06-30
Allen Investment Management LLC 20,648 20,648 No Change 2020-06-30
MACKENZIE FINANCIAL CORP 20,329 20,329 No Change 2020-06-30
CPCM, LLC 20,276 18,539 9% 2020-06-30
Argent Trust Co 19,939 5,648 253% 2020-06-30
One Capital Management, LLC 19,741 22,387 12% 2020-06-30
CHEMUNG CANAL TRUST CO 19,620 15,636 25% 2020-06-30
EPG Wealth Management LLC 19,499 19,503 0% 2020-06-30
HARBOR INVESTMENT ADVISORY, LLC 19,041 22,094 14% 2020-06-30
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 19,030 12,450 53% 2020-06-30
FIRST MERCHANTS CORP 18,942 18,942 No Change 2020-06-30
Shone Asset Management LLC 18,903 19,109 1% 2020-06-30
Aureus Asset Management, LLC 18,784 18,784 No Change 2020-06-30
Pathway Financial Advisors LLC 18,722 18,599 1% 2020-06-30
Confluence Wealth Management LLC 18,534 20,659 10% 2020-06-30
St. Louis Trust Co 18,507 22,018 16% 2020-06-30
Busey Trust CO 18,310 19,228 5% 2020-06-30
Baystate Wealth Management LLC 18,309 14,688 25% 2020-06-30
Sunflower Bank, N.A. 18,137 0 New Buy 2020-06-30
Accredited Investors Inc. 17,817 30,065 41% 2020-06-30
Neuberger Berman Group LLC 17,482 24,064 27% 2020-06-30
Dorsey & Whitney Trust CO LLC 17,400 16,513 5% 2020-06-30
NICOLET BANKSHARES INC 17,324 17,450 1% 2020-06-30
AE Wealth Management LLC 17,317 20,918 17% 2020-06-30
Aprio Wealth Management, LLC 17,272 17,308 0% 2020-06-30
PRW Wealth Management LLC 17,254 11,563 49% 2020-06-30
DAVIDSON D A & CO 17,251 8,201 110% 2020-06-30
Ascent Wealth Partners, LLC 17,194 24,546 30% 2020-06-30
SMITH, MOORE & CO. 16,943 0 New Buy 2020-06-30
OSBORNE PARTNERS CAPITAL MANAGEMENT 16,852 17,458 3% 2020-06-30
MARSHALL FINANCIAL GROUP INC /ADV 16,800 19,195 12% 2020-06-30
Advisory Services Network, LLC 16,749 0 New Buy 2020-06-30
Coastline Trust CO 16,739 16,229 3% 2020-06-30
MONETARY MANAGEMENT GROUP INC 16,669 22,231 25% 2020-06-30
VAN ECK ASSOCIATES CORP 16,652 25,567 35% 2020-06-30
Colorado Capital Management, Inc. 16,629 17,047 2% 2020-06-30
Atlas Brown,Inc. 16,412 16,545 1% 2020-06-30
GenWealth Group, Inc. 16,382 16,488 1% 2020-06-30
Strategic Wealth Management Group, LLC 16,348 14,621 12% 2020-06-30
Evanson Asset Management, LLC 16,347 16,236 1% 2020-06-30
TWO SIGMA INVESTMENTS LLC 16,300 0 New Buy 2020-06-30
HPM Partners LLC 16,288 16,337 0% 2020-06-30
GFS Advisors, LLC 16,201 0 New Buy 2020-06-30
TIEDEMANN WEALTH MANAGEMENT, LLC 15,979 66,630 76% 2020-06-30
FOSTER DYKEMA CABOT & CO INC/MA 15,887 16,466 4% 2020-06-30
OPPENHEIMER & CO INC 15,816 16,383 3% 2020-06-30
Capital Analysts, Inc. 15,777 15,745 0% 2020-06-30
Lenox Wealth Advisors, Inc. 15,767 15,614 1% 2020-06-30
Icon Wealth Partners, LLC 15,707 15,707 No Change 2020-06-30
QUADRANT CAPITAL GROUP LLC 15,705 0 New Buy 2020-06-30
Stillwater Capital Advisors, LLC 15,641 14,861 5% 2020-06-30
Tower Research Capital LLC 15,594 0 New Buy 2020-06-30
Brightworth 15,535 30,039 48% 2020-06-30
ROTHSCHILD ASSET MANAGEMENT INC 15,229 0 New Buy 2020-06-30
H&H Retirement Design & Management INC 15,198 0 New Buy 2020-06-30
MISSION WEALTH MANAGEMENT, LLC 15,190 20,786 27% 2020-06-30
CWM, LLC 15,162 16,904 10% 2020-06-30
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 15,162 16,882 10% 2020-06-30
MEMBERS Trust Co 15,089 0 New Buy 2020-06-30
AMALGAMATED BANK 15,005 0 New Buy 2020-06-30
Evercore Wealth Management, LLC 14,994 17,830 16% 2020-06-30
Glenview Trust Co 14,949 9,368 60% 2020-06-30
DIMENSION CAPITAL MANAGEMENT PARTNERS 14,710 14,710 No Change 2020-06-30
Global Retirement Partners, LLC 14,604 15,185 4% 2020-06-30
BRIGHTON JONES LLC 14,557 15,645 7% 2020-06-30
Certified Advisory Corp 14,472 15,993 10% 2020-06-30
Anfield Capital Management, LLC 14,374 15,268 6% 2020-06-30
ELLIOTT & ASSOCIATES 14,270 0 New Buy 2020-06-30
Cooper Financial Group 14,008 13,543 3% 2020-06-30
Monument Capital Management 13,952 0 New Buy 2020-06-30
PHILLIPS FINANCIAL MANAGEMENT, LLC 13,811 0 New Buy 2020-06-30
New England Private Wealth Advisors LLC 13,684 14,072 3% 2020-06-30
PEAPACK GLADSTONE FINANCIAL CORP 13,667 17,045 20% 2020-06-30
BANK OF MONTREAL /CAN/ 13,665 30,037 55% 2020-06-30
Savant Capital Management Inc 13,640 13,659 0% 2020-06-30
AMERITAS INVESTMENT CORP 13,637 10,942 25% 2020-06-30
Crescent Grove Advisors, LLC 13,517 13,225 2% 2020-06-30
RED CEDAR INVESTMENT MANAGEMENT, LLC 13,480 11,746 15% 2020-06-30
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 13,314 13,314 No Change 2020-06-30
Watchman Group, Inc. 13,310 2,050 549% 2020-06-30
Larson Financial Group LLC 13,229 6,648 99% 2020-06-30
Advisory Resource Group 13,162 10,342 27% 2020-06-30
Horan Securities, Inc. 13,013 13,499 4% 2020-06-30
Ballentine, Finn & Company, Inc. 12,998 13,903 7% 2020-06-30
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 12,969 239,209 95% 2020-06-30
Carroll Financial Associates, Inc. 12,966 12,612 3% 2020-06-30
Sawtooth Asset Management, Inc. 12,966 0 New Buy 2020-06-30
Relative Value Partners Group, LLC 12,900 0 New Buy 2020-06-30
BKD Wealth Advisors, LLC 12,851 12,906 0% 2020-06-30
V Wealth Management,LLC 0 12,760 Sold Out 2020-06-30
THRIVENT FINANCIAL FOR LUTHERANS 8,151 8,151 No Change 2020-06-30
Winthrop Advisory Group LLC 12,310 19,988 38% 2020-06-30
BT Wealth Management LLC 12,220 12,811 5% 2020-06-30
Voya Financial Advisors, Inc. 12,099 0 New Buy 2020-06-30
ANCHOR CAPITAL ADVISORS INC 12,037 28,207 57% 2020-06-30
GenTrust, LLC 12,034 12,033 0% 2020-06-30
Sharkey, Howes & Javer 12,025 12,497 4% 2020-06-30
Ancora Advisors, LLC 11,760 16,960 31% 2020-06-30
Perigon Wealth Management, LLC 11,566 11,378 2% 2020-06-30
PARAMETRIC PORTFOLIO ASSOCIATES 11,272 18,521 39% 2020-06-30
Lido Advisors, LLC 11,149 12,879 13% 2020-06-30
GREAT VALLEY ADVISOR GROUP, INC. 11,142 0 New Buy 2020-06-30
PRUDENTIAL FINANCIAL INC 11,100 6,600 68% 2020-06-30
Financial Insights, Inc. 11,096 8,721 27% 2020-06-30
SMITH CAPITAL MANAGEMENT INC /AR/ADV 11,061 10,756 3% 2020-06-30
Allianz Asset Management AG 10,888 143,586 92% 2020-06-30
Western Wealth Management, LLC 10,724 11,530 7% 2020-06-30
CAMG Solamere Management, LLC 10,722 18,213 41% 2020-06-30
TCI Wealth Advisors, Inc. 10,651 10,741 1% 2020-06-30
Coconut Grove Bank 10,600 10,600 No Change 2020-06-30
Garde Capital, Inc. 10,561 9,915 7% 2020-06-30
Integrated Advisors Network LLC 2,046 2,509 18% 2020-06-30
BBR PARTNERS, LLC 10,408 10,788 4% 2020-06-30
Oakmont Partners LLC 10,338 10,688 3% 2020-06-30
Financial Advisory Service, Inc. 10,309 10,246 1% 2020-06-30
IEQ CAPITAL, LLC 10,299 12,668 19% 2020-06-30
American Financial Advisors, LLC 10,214 10,206 0% 2020-06-30
Modera Wealth Management, LLC 10,130 10,833 6% 2020-06-30
FIDUCIARY TRUST CO 9,993 8,634 16% 2020-06-30
Vista Wealth Management Group, LLC 9,971 10,461 5% 2020-06-30
BigSur Wealth Management LLC 9,900 9,900 No Change 2020-06-30
Sontag Advisory, LLC 9,854 70,030 86% 2020-06-30
Vivaldi Capital Management, LLC 9,813 9,813 No Change 2020-06-30
BHK Investment Advisors, LLC 9,738 9,736 0% 2020-06-30
WEDBUSH MORGAN SECURITIES INC 9,717 11,123 13% 2020-06-30
MITCHELL CAPITAL MANAGEMENT CO 9,676 7,255 33% 2020-06-30
Rinet Co LLC 9,661 10,969 12% 2020-06-30
PZENA INVESTMENT MANAGEMENT LLC(Richard S. Pzena) 9,630 0 New Buy 2020-06-30
Sandy Spring Bank 9,442 7,756 22% 2020-06-30
Quadrant Private Wealth Management, LLC 9,397 8,087 16% 2020-06-30
Paragon Capital Management Ltd 9,365 2,780 237% 2020-06-30
Brown Advisory Securities, LLC 9,362 14,337 35% 2020-06-30
Alexandria Capital, LLC 9,308 10,512 11% 2020-06-30
Legacy Wealth Planning, LLC 9,177 951 865% 2020-06-30
LEE DANNER & BASS INC 9,155 9,092 1% 2020-06-30
Tortoise Investment Management, LLC 9,046 9,621 6% 2020-06-30
WRAPMANAGER INC 9,008 10,787 16% 2020-06-30
Kingsview Wealth Management, LLC 8,924 8,786 2% 2020-06-30
CARRET ASSET MANAGEMENT 8,763 8,737 0% 2020-06-30
NOMURA ASSET MANAGEMENT CO LTD 8,700 0 New Buy 2020-06-30
JFS WEALTH ADVISORS, LLC 8,696 8,995 3% 2020-06-30
KANAWHA CAPITAL MANAGEMENT LLC 8,630 6,870 26% 2020-06-30
Private Portfolio Partners LLC 8,589 0 New Buy 2020-06-30
TNB Financial 8,483 8,668 2% 2020-06-30
FIRST UNITED BANK TRUST/ 8,434 9,246 9% 2020-06-30
AJ WEALTH STRATEGIES, LLC 8,389 0 New Buy 2020-06-30
Clarius Group, LLC 8,316 30,185 72% 2020-06-30
PACIFIC FINANCIAL GROUP INC 8,302 8,302 No Change 2020-06-30
Prospera Financial Services 8,272 0 New Buy 2020-06-30
HUNTINGTON NATIONAL BANK 8,216 11,147 26% 2020-06-30
CFM WEALTH PARTNERS LLC 8,207 8,207 No Change 2020-06-30
VICTORY CAPITAL MANAGEMENT INC 8,190 8,190 No Change 2020-06-30
SCBT FINANCIAL CORP 8,102 9,294 13% 2020-06-30
Next Capital Management LLC 8,048 17,233 53% 2020-06-30
Tranquility Partners, LLC 8,004 11,256 29% 2020-06-30
Clear Perspective Advisors, LLC 7,998 0 New Buy 2020-06-30
Annex Advisory Services, LLC 7,972 7,833 2% 2020-06-30
Opus Capital Group, LLC 7,963 8,903 11% 2020-06-30
Doyle Wealth Management 7,937 0 New Buy 2020-06-30
STALEY CAPITAL ADVISERS INC 7,857 7,857 No Change 2020-06-30
Fragasso Group Inc. 7,829 8,094 3% 2020-06-30
Financial Advocates Investment Management 7,787 2,997 160% 2020-06-30
Northeast Financial Consultants Inc 7,725 7,725 No Change 2020-06-30
Integrated Wealth Concepts LLC 7,706 5,670 36% 2020-06-30
HANCOCK HOLDING CO 7,680 14,249 46% 2020-06-30
SIGMA INVESTMENT COUNSELORS INC 7,634 7,885 3% 2020-06-30
Valmark Advisers, Inc. 7,602 9,061 16% 2020-06-30
Cutler Group LP 0 22,500 Sold Out 2020-06-30
Investors Financial Group, LLC 7,584 7,704 2% 2020-06-30
LOGAN CAPITAL MANAGEMENT INC 7,448 10,515 29% 2020-06-30
Providence First Trust Co 7,400 7,400 No Change 2020-06-30
Texas Capital Bank Wealth Management Services Inc 7,396 11,139 34% 2020-06-30
Gladstone Institutional Advisory LLC 7,303 0 New Buy 2020-06-30
Engrave Wealth Partners LLC 7,252 7,411 2% 2020-06-30
Nicholas Hoffman & Company, LLC. 7,213 8,567 16% 2020-06-30
LLBH Private Wealth Management, LLC 7,134 7,587 6% 2020-06-30
Tarbox Group, Inc. 7,125 7,125 No Change 2020-06-30
Hartland & Co., LLC 7,116 7,293 2% 2020-06-30
Sound View Wealth Advisors Group, LLC 7,112 7,562 6% 2020-06-30
Cypress Wealth Services, LLC 7,097 10,704 34% 2020-06-30
STEPHENSON NATIONAL BANK & TRUST 7,073 6,918 2% 2020-06-30
CAPROCK Group, Inc. 7,057 6,390 10% 2020-06-30
PINNACLE ASSOCIATES LTD 6,965 4,581 52% 2020-06-30
Arkadios Wealth Advisors 6,928 2,507 176% 2020-06-30
Aspen Investment Management Inc 6,872 0 New Buy 2020-06-30
Asset Dedication, LLC 6,806 7,103 4% 2020-06-30
Southern Wealth Management, LLP 6,718 16,602 60% 2020-06-30
Autus Asset Management, LLC 48 7,367 99% 2020-06-30
Financial Architects, Inc 6,682 6,909 3% 2020-06-30
Core Wealth Advisors, Inc. 6,631 40,122 83% 2020-06-30
GRIMES & COMPANY, INC. 6,599 6,599 No Change 2020-06-30
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,558 6,270 5% 2020-06-30
Johanson Financial Advisors, Inc. 6,513 5,924 10% 2020-06-30
Kistler-Tiffany Companies, LLC 6,509 6,719 3% 2020-06-30
Capital Investment Advisors, LLC 6,504 8,044 19% 2020-06-30
FARMERS & MERCHANTS INVESTMENTS INC 6,500 6,500 No Change 2020-06-30
FRONT BARNETT ASSOCIATES LLC 6,458 6,320 2% 2020-06-30
FIRST MERCANTILE TRUST CO 6,380 3,310 93% 2020-06-30
Harborview Advisors, LLC 6,380 6,271 2% 2020-06-30
Goss Wealth Management LLC 6,332 6,363 0% 2020-06-30
Paracle Advisors, LLC 6,328 6,183 2% 2020-06-30
Sowell Financial Services LLC 6,317 6,803 7% 2020-06-30
BTIM Corp. 6,262 5,387 16% 2020-06-30
WSFS CAPITAL MANAGEMENT, LLC 6,260 5,551 13% 2020-06-30
TRADITION ASSET MANAGEMENT LLC 6,243 6,243 No Change 2020-06-30
Miracle Mile Advisors, LLC 6,211 11,911 48% 2020-06-30
STATE STREET CORP 6,198 6,014 3% 2020-06-30
THOMPSON SIEGEL & WALMSLEY LLC 6,145 5,840 5% 2020-06-30
Chesapeake Wealth Management 6,029 5,884 2% 2020-06-30
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5,659 6,115 7% 2020-06-30
WEBSTER BANK, N. A. 5,986 6,277 5% 2020-06-30
STOCK YARDS BANK & TRUST CO 5,915 2,157 174% 2020-06-30
GOFEN & GLOSSBERG LLC /IL/ 5,885 6,485 9% 2020-06-30
Intersect Capital LLC 5,883 5,475 7% 2020-06-30
APPLETON GROUP WEALTH MANAGEMENT LLC 5,857 5,840 0% 2020-06-30
COLDSTREAM CAPITAL MANAGEMENT INC 5,821 5,821 No Change 2020-06-30
Sigma Planning Corp 5,821 6,609 12% 2020-06-30
RMB Capital Management, LLC 5,813 5,706 2% 2020-06-30
SMITHFIELD TRUST CO 5,800 5,800 No Change 2020-06-30
Choate Investment Advisors 5,770 5,940 3% 2020-06-30
HAVERFORD TRUST CO 5,743 11,077 48% 2020-06-30
River Road Asset Management, LLC 5,605 0 New Buy 2020-06-30
SVB Wealth Advisory, Inc. 5,598 5,759 3% 2020-06-30
Northstar Group, Inc. 5,588 5,286 6% 2020-06-30
Frontier Wealth Management LLC 5,570 7,028 21% 2020-06-30
Arete Wealth Advisors, LLC 5,569 5,414 3% 2020-06-30
SHINE INVESTMENT ADVISORY SERVICES INC 5,424 6,976 22% 2020-06-30
PROEQUITIES, INC. 5,418 5,574 3% 2020-06-30
Banco Santander, S.A. 5,395 0 New Buy 2020-06-30
Lakeview Capital Partners, LLC 5,385 5,057 6% 2020-06-30
Menard Financial Group LLC 5,326 24,723 78% 2020-06-30
COURIER CAPITAL CORP 5,271 5,271 No Change 2020-06-30
Allred Capital Management, LLC 5,250 5,250 No Change 2020-06-30
McKinley Carter Wealth Services, Inc. 5,217 11,303 54% 2020-06-30
ARGI Investment Services, LLC 5,214 4,100 27% 2020-06-30
National Asset Management, Inc. 5,162 6,920 25% 2020-06-30
Plante Moran Financial Advisors Ltd Partnership 5,157 5,352 4% 2020-06-30
Global Strategic Investment Solutions, LLC 5,143 0 New Buy 2020-06-30
Meristem, LLP 5,142 8,667 41% 2020-06-30
Capital Asset Advisory Services LLC 5,125 4,991 3% 2020-06-30
Hoover Financial Advisors, Inc. 5,118 5,073 1% 2020-06-30
Matthew Goff Investment Advisor, LLC 5,053 5,053 No Change 2020-06-30
MYCIO WEALTH PARTNERS, LLC 5,047 4,997 1% 2020-06-30
Franklin, Parlapiano, Turner & Welch, LLC 5,014 5,014 No Change 2020-06-30
FORT PITT CAPITAL GROUP, LLC 4,958 0 New Buy 2020-06-30
FIRST NATIONAL TRUST CO 4,921 7,621 35% 2020-06-30
Adviser Investments LLC 4,890 0 New Buy 2020-06-30
VISTA CAPITAL PARTNERS, INC. 4,888 5,066 4% 2020-06-30
ROPES WEALTH ADVISORS LLC 4,851 4,900 1% 2020-06-30
Pensionmark Financial Group, LLC 4,784 4,741 1% 2020-06-30
NWQ INVESTMENT MANAGEMENT CO LLC 4,757 51,320 91% 2020-06-30
Dynamic Advisors Solutions LLC 4,741 0 New Buy 2020-06-30
KCM INVESTMENT ADVISORS LLC 4,725 7,620 38% 2020-06-30
Willow Creek Wealth Management Inc. 4,710 4,710 No Change 2020-06-30
Hochman Cole Investment Advisors, Inc. 4,686 4,630 1% 2020-06-30
Key FInancial Inc 4,676 4,676 No Change 2020-06-30
USCA RIA LLC 4,675 4 116,775% 2020-06-30
NORTHSTAR WEALTH PARTNERS LLC 4,661 0 New Buy 2020-06-30
Patriot Financial Group Insurance Agency, LLC 4,654 3,874 20% 2020-06-30
CVA Family Office, LLC 4,651 4,651 No Change 2020-06-30
NICOLET ADVISORY SERVICES, LLC 4,615 5,344 14% 2020-06-30
WESBANCO BANK INC 4,587 4,709 3% 2020-06-30
Minot Wealth Management LLC 4,550 6,167 26% 2020-06-30
Milestone Group, Inc. 4,548 7,846 42% 2020-06-30
NEXT Financial Group, Inc 4,173 7,672 46% 2020-06-30
Farmers & Merchants Trust Co of Long Beach 4,511 3,511 28% 2020-06-30
WOODMONT INVESTMENT COUNSEL LLC 4,508 0 New Buy 2020-06-30
MIDDLETON & CO INC/MA 4,484 4,334 3% 2020-06-30
WELCH & FORBES LLC 4,460 4,460 No Change 2020-06-30
Altium Wealth Management LLC 4,450 5,608 21% 2020-06-30
Personal Capital Advisors Corp 4,408 5,915 25% 2020-06-30
Palisade Asset Management, LLC 4,393 4,393 No Change 2020-06-30
ARONSON & JOHNSON & ORTIZ, LP 4,380 0 New Buy 2020-06-30
TRUSTCORE FINANCIAL SERVICES, LLC 4,335 4,612 6% 2020-06-30
ENCORE BANK NA 4,318 4,318 No Change 2020-06-30
Regent Peak Wealth Advisors LLC 4,270 4,270 No Change 2020-06-30
Occidental Asset Management, LLC 4,263 4,263 No Change 2020-06-30
Cedar Brook Financial Partners, LLC 4,217 3,967 6% 2020-06-30
Pure Financial Advisors, Inc. 4,216 3,935 7% 2020-06-30
Cornerstone Wealth Management, LLC 4,212 0 New Buy 2020-06-30
WELLINGTON MANAGEMENT CO LLP 4,200 4,200 No Change 2020-06-30
PERSONAL CFO SOLUTIONS, LLC 4,200 20,843 80% 2020-06-30
Fairhaven Wealth Management, LLC 4,165 0 New Buy 2020-06-30
MASSMUTUAL TRUST CO FSB/ADV 4,127 5,069 19% 2020-06-30
Bogart Wealth, LLC 4,122 4,368 6% 2020-06-30
Blue Chip Wealth Management, Inc. 4,106 4,357 6% 2020-06-30
Titus Wealth Management 4,064 3,858 5% 2020-06-30
CARY STREET PARTNER INVESTMENT ADVISORY LLC 4,052 6,202 35% 2020-06-30
Front Row Advisors LLC 4,051 3,951 3% 2020-06-30
Guidance Point Advisors, LLC 4,048 3,660 11% 2020-06-30
CAPITAL INSIGHT PARTNERS, LLC 4,038 4,038 No Change 2020-06-30
PrairieView Partners, LLC 4,026 4,531 11% 2020-06-30
HALLMARK CAPITAL MANAGEMENT INC 4,000 4,000 No Change 2020-06-30
BUCKHEAD CAPITAL MANAGEMENT LLC 4,000 0 New Buy 2020-06-30
AYRSHIRE ASSOCIATES INC 3,972 3,972 No Change 2020-06-30
Charles Schwab Trust Co 3,941 0 New Buy 2020-06-30
WoodTrust Financial Corp 3,895 2,069 88% 2020-06-30
Parisi Gray Wealth Management 3,889 3,893 0% 2020-06-30
Blue Zone Wealth Advisors, LLC 3,876 3,828 1% 2020-06-30
Pinnacle Wealth Management Advisory Group, LLC 3,872 0 New Buy 2020-06-30
EATON VANCE MANAGEMENT 3,836 159,646 98% 2020-06-30
YorkBridge Wealth Partners, LLC 3,821 4,347 12% 2020-06-30
WEATHERLY ASSET MANAGEMENT LP /ADV 3,809 3,809 No Change 2020-06-30
IFP Advisors, Inc 3,804 2,951 29% 2020-06-30
FORTE CAPITAL LLC /ADV 3,774 0 New Buy 2020-06-30
LAKE STREET ADVISORS GROUP, LLC 3,773 3,773 No Change 2020-06-30
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 3,756 0 New Buy 2020-06-30
Aft, Forsyth & Company, Inc. 3,753 0 New Buy 2020-06-30
Pointe Capital Management LLC 3,721 3,756 1% 2020-06-30
Ridgewood Investments LLC 3,713 3,829 3% 2020-06-30
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 3,687 3,619 2% 2020-06-30
Pinnacle Bank 3,678 3,694 0% 2020-06-30
Summit Trail Advisors, LLC 3,678 6,964 47% 2020-06-30
DAVIS R M INC 3,650 3,857 5% 2020-06-30
Rockbridge Investment Management, LCC 3,614 0 New Buy 2020-06-30
JSF Financial, LLC 3,601 3,150 14% 2020-06-30
Roble, Belko & Company, Inc 3,598 3,790 5% 2020-06-30
Gratus Capital LLC 3,569 3,871 8% 2020-06-30
Procyon Private Wealth Partners, LLC 3,555 0 New Buy 2020-06-30
BOURGEON CAPITAL MANAGEMENT LLC 3,528 3,528 No Change 2020-06-30
REDW Stanley Financial Advisors LLC 3,526 3,526 No Change 2020-06-30
Archford Capital Strategies, LLC 3,522 3,522 No Change 2020-06-30
INTRUST BANK NA 3,505 3,505 No Change 2020-06-30
Brookstone Capital Management 3,502 4,532 23% 2020-06-30
PITTENGER & ANDERSON INC 3,500 3,500 No Change 2020-06-30
Ballew Advisors, Inc 3,496 0 New Buy 2020-06-30
Syntal Capital Partners, LLC 3,497 3,326 5% 2020-06-30
Lutz Financial Services LLC 3,497 3,497 No Change 2020-06-30
Glassman Wealth Services 3,492 3,561 2% 2020-06-30
Live Oak Private Wealth LLC 3,461 0 New Buy 2020-06-30
Secure Asset Management, LLC 3,448 3,348 3% 2020-06-30
Resonant Capital Advisors, LLC 3,444 5,982 42% 2020-06-30
KMG FIDUCIARY PARTNERS, LLC 3,436 82,435 96% 2020-06-30
Streettalk Advisors, LLC 3,410 3,032 12% 2020-06-30
Carnick & Kubik Group, LLC 3,376 3,076 10% 2020-06-30
TBH Global Asset Management, LLC 3,359 3,848 13% 2020-06-30
REGENTATLANTIC CAPITAL LLC 3,338 2,815 19% 2020-06-30
Veracity Capital LLC 3,332 8,224 59% 2020-06-30
Merriman Wealth Management, LLC 3,276 4,817 32% 2020-06-30
Burns Wealth Management, Inc. 3,246 3,285 1% 2020-06-30
Patten Group, Inc. 3,229 3,804 15% 2020-06-30
Capital Investment Advisory Services, LLC 3,218 3,218 No Change 2020-06-30
SCHWAB CHARLES INVESTMENT MANAGEMENT INC 3,200 0 New Buy 2020-06-30
D.B. Root & Company, LLC 3,176 3,176 No Change 2020-06-30
CAPITAL CITY TRUST CO/FL 3,155 3,155 No Change 2020-06-30
TCF National Bank 3,149 3,403 7% 2020-06-30
Ferris Capital, LLC 3,136 3,136 No Change 2020-06-30
Towercrest Capital Management 3,115 2,751 13% 2020-06-30
Asset Planning Services, Ltd. 3,114 3,095 1% 2020-06-30
MARINO, STRAM & ASSOCIATES LLC 3,106 2,946 5% 2020-06-30
HCR Wealth Advisors 3,105 3,104 0% 2020-06-30
Moloney Securities Asset Management, LLC 3,082 3,074 0% 2020-06-30
NAPLES GLOBAL ADVISORS, LLC 3,071 3,011 2% 2020-06-30
Kovitz Investment Group Partners, LLC 3,065 0 New Buy 2020-06-30
Essex Financial Services, Inc. 3,052 3,052 No Change 2020-06-30
MONECO Advisors, LLC 3,023 2,982 1% 2020-06-30
Chevy Chase Trust Holdings, Inc. 3,020 3,302 9% 2020-06-30
LWS Wealth Advisors, Inc. 3,019 3,550 15% 2020-06-30
Mirador Capital Partners LP 3,005 2,989 1% 2020-06-30
ST GERMAIN D J CO INC 2,988 3,048 2% 2020-06-30
Madison Asset Management, LLC 2,958 2,958 No Change 2020-06-30
Calamos Wealth Management LLC 2,956 3,642 19% 2020-06-30
NTV ASSET MANAGEMENT LLC 2,946 3,219 8% 2020-06-30
UBP Investment Advisors SA 2,945 2,945 No Change 2020-06-30
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 2,942 3,545 17% 2020-06-30
SAND HILL ADVISORS INC/CA 2,935 3,172 7% 2020-06-30
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 2,915 3,039 4% 2020-06-30
FineMark National Bank & Trust 2,911 3,011 3% 2020-06-30
Wealth Architects, LLC 2,904 2,880 1% 2020-06-30
ENTERPRISE FINANCIAL SERVICES CORP 2,877 0 New Buy 2020-06-30
Spotlight Asset Group, Inc. 2,850 3,057 7% 2020-06-30
EVERGREEN CAPITAL MANAGEMENT LLC 2,838 0 New Buy 2020-06-30
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,806 0 New Buy 2020-06-30
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,800 2,900 3% 2020-06-30
Kuehl Shepherd Kozlowski & Associates,Inc. 2,789 2,772 1% 2020-06-30
Empirical Financial Services, LLC 2,770 3,268 15% 2020-06-30
ZACKS INVESTMENT MANAGEMENT 2,757 0 New Buy 2020-06-30
Alliance Wealth Management Group 2,751 0 New Buy 2020-06-30
Van Hulzen Asset Management, LLC 2,734 5,237 48% 2020-06-30
PALLADIUM PARTNERS LLC 2,726 2,707 1% 2020-06-30
Sunbelt Securities, Inc. 2,716 0 New Buy 2020-06-30
Joel Isaacson & Co., LLC 2,704 2,847 5% 2020-06-30
Summit X, LLC 2,701 2,701 No Change 2020-06-30
TSFG, LLC 2,689 3,277 18% 2020-06-30
CRA Financial Services, LLC 2,667 2,637 1% 2020-06-30
Bremer Bank National Association 2,643 2,780 5% 2020-06-30
LOWE BROCKENBROUGH & CO INC 2,638 2,638 No Change 2020-06-30
FIRST MIDWEST BANK TRUST DIVISION 2,624 8,305 68% 2020-06-30
QCI ASSET MANAGEMENT INC/NY 2,619 2,619 No Change 2020-06-30
Corient Capital Partners, LLC 2,611 2,611 No Change 2020-06-30
IFG Advisory, LLC 2,597 2,624 1% 2020-06-30
Ellevest, Inc. 2,575 2,558 1% 2020-06-30
One Wealth Advisors, LLC 2,549 3,269 22% 2020-06-30
McNamara Financial Services, Inc. 2,545 2,545 No Change 2020-06-30
Jentner Corp 2,539 2,539 No Change 2020-06-30
Meridian Wealth Advisors, LLC 2,537 3,380 25% 2020-06-30
Elm Partners Management LLC 2,533 0 New Buy 2020-06-30
American Investment Services, Inc. 2,530 2,560 1% 2020-06-30
Keebeck Wealth Management, LLC 2,517 2,314 9% 2020-06-30
ETRADE Capital Management LLC 816 204 300% 2020-06-30
3D ASSET MANAGEMENT INC 2,499 2,817 11% 2020-06-30
USAdvisors Wealth Management, LLC 2,497 2,529 1% 2020-06-30
Butler Wick Trust CO 2,490 2,510 1% 2020-06-30
OLD NATIONAL BANCORP /IN/ 2,459 2,537 3% 2020-06-30
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,458 0 New Buy 2020-06-30
Global Trust Asset Management, LLC 2,450 7,230 66% 2020-06-30
Triangle Securities Wealth Management 2,414 3,290 27% 2020-06-30
MCF Advisors LLC 2,407 2,440 1% 2020-06-30
SALEM INVESTMENT COUNSELORS INC 2,402 0 New Buy 2020-06-30
CITY HOLDING CO 2,397 2,398 0% 2020-06-30
Prime Capital Investment Advisors, LLC 2,374 1,647 44% 2020-06-30
LEAVELL INVESTMENT MANAGEMENT, INC. 2,367 2,367 No Change 2020-06-30
Legacy Advisors, LLC 2,355 2,355 No Change 2020-06-30
Good Life Advisors, LLC 2,336 3,301 29% 2020-06-30
SPINNAKER TRUST 2,333 10,753 78% 2020-06-30
S.E.E.D. Planning Group LLC 2,332 0 New Buy 2020-06-30
NORRIS PERNE & FRENCH LLP/MI 2,322 3,099 25% 2020-06-30
RNC CAPITAL MANAGEMENT LLC 2,300 0 New Buy 2020-06-30
KING LUTHER CAPITAL MANAGEMENT CORP 2,275 2,325 2% 2020-06-30
Avondale Wealth Management 2,271 2,271 No Change 2020-06-30
Meridian Wealth Management, LLC 2,242 2,242 No Change 2020-06-30
WealthBridge Capital Management, LLC 2,207 2,207 No Change 2020-06-30
Hilltop Holdings Inc. 2,190 0 New Buy 2020-06-30
Private Wealth Partners, LLC 2,171 2,516 14% 2020-06-30
DUBUQUE BANK & TRUST CO 2,166 2,166 No Change 2020-06-30
Covington Capital Management 2,166 2,313 6% 2020-06-30
Ellis Investment Partners, LLC 2,157 2,061 5% 2020-06-30
Bragg Financial Advisors, Inc 2,152 0 New Buy 2020-06-30
Gibson Capital Management, Ltd. 2,146 2,146 No Change 2020-06-30
Paradigm Financial Advisors, LLC 2,139 2,714 21% 2020-06-30
FIRST MANHATTAN CO 2,130 2,130 No Change 2020-06-30
Kingfisher Capital LLC 2,126 2,096 1% 2020-06-30
Eldridge Investment Advisors, Inc. 2,123 0 New Buy 2020-06-30
JT Stratford LLC 2,111 0 New Buy 2020-06-30
CAMBRIDGE TRUST CO 2,095 3,034 31% 2020-06-30
Verdence Capital Advisors LLC 2,072 2,129 3% 2020-06-30
Financial Advisors, LLC 2,063 2,063 No Change 2020-06-30
LITTLE HOUSE CAPITAL LLC 2,063 0 New Buy 2020-06-30
Cornerstone Wealth Group, LLC 2,025 2,021 0% 2020-06-30
King Wealth Management Group, LLC 2,014 2,424 17% 2020-06-30
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 2,012 0 New Buy 2020-06-30
ROCKLAND TRUST CO 2,000 0 New Buy 2020-06-30
McIlrath & Eck, LLC 1,998 0 New Buy 2020-06-30
Parsec Financial Management, Inc. 1,996 2,051 3% 2020-06-30
GIRARD PARTNERS LTD. 1,985 2,502 21% 2020-06-30
Orgel Wealth Management, LLC 1,981 0 New Buy 2020-06-30
PETTYJOHN CO 1,975 0 New Buy 2020-06-30
Fisher Asset Management, LLC(Kenneth L. Fisher) 1,974 4,131 52% 2020-06-30
Wells Trecaso Financial Group, LLC 1,972 0 New Buy 2020-06-30
BOENNING & SCATTERGOOD, INC. 1,963 0 New Buy 2020-06-30
Moors & Cabot, Inc. 1,957 0 New Buy 2020-06-30
ARBOR TRUST WEALTH ADVISORS, LLC 1,950 0 New Buy 2020-06-30
Lindbrook Capital, LLC 1,940 1,226 58% 2020-06-30
Rice Partnership, LLC 1,930 1,930 No Change 2020-06-30
CITIZENS FINANCIAL GROUP INC/RI 1,929 3,012 36% 2020-06-30
ASSET MANAGEMENT CORP /IL/ /ADV 1,905 2,605 27% 2020-06-30
YCMNET ADVISORS INC 1,901 2,182 13% 2020-06-30
FIRST AMERICAN TRUST CO 1,890 2,036 7% 2020-06-30
MOTCO 1,875 1,875 No Change 2020-06-30
Claraphi Advisory Network, LLC 1,870 0 New Buy 2020-06-30
MISSION CREEK CAPITAL PARTNERS, INC 1,834 0 New Buy 2020-06-30
Regal Investment Advisors, LLC 1,830 0 New Buy 2020-06-30
Canal Capital Management, LLC 1,824 0 New Buy 2020-06-30
Steel Peak Wealth Management LLC 1,823 0 New Buy 2020-06-30
WAYNE HUMMER INVESTMENTS L.L.C. 1,821 2,326 22% 2020-06-30
Carnegie Capital Asset Management, LLC 1,819 0 New Buy 2020-06-30
Principle Wealth Partners LLC 1,818 0 New Buy 2020-06-30
Beaumont Financial Partners, LLC 1,805 0 New Buy 2020-06-30
PDS Planning, Inc 1,802 0 New Buy 2020-06-30
Fernwood Investment Management, LLC 1,798 0 New Buy 2020-06-30
BRAUN STACEY ASSOCIATES INC 1,785 0 New Buy 2020-06-30
Independent Advisor Alliance 1,761 0 New Buy 2020-06-30
Hanson McClain, Inc. 1,676 2,681 37% 2020-06-30
Baker Ellis Asset Management LLC 1,663 1,663 No Change 2020-06-30
Aspire Private Capital, LLC 1,660 1,660 No Change 2020-06-30
Archer Investment Corp 0 1,335 Sold Out 2020-06-30
FLAGSHIP HARBOR ADVISORS, LLC 1,616 1,564 3% 2020-06-30
WFA of San Diego, LLC 1,594 0 New Buy 2020-06-30
Prestige Wealth Management Group LLC 1,593 2,800 43% 2020-06-30
LAZARD ASSET MANAGEMENT LLC 1,504 21,871 93% 2020-06-30
LIBERTY WEALTH MANAGEMENT LLC 1,496 1,795 17% 2020-06-30
WASHINGTON TRUST CO 1,495 2,067 28% 2020-06-30
Kore Private Wealth LLC 1,449 0 New Buy 2020-06-30
Armor Investment Advisors, LLC 1,433 1,433 No Change 2020-06-30
First Personal Financial Services 1,432 1,432 No Change 2020-06-30
Belpointe Asset Management LLC 1,400 0 New Buy 2020-06-30
Aptus Capital Advisors, LLC 1,397 1,896 26% 2020-06-30
Jackson, Grant Investment Advisers, Inc. 1,362 1,130 21% 2020-06-30
S.A. Mason LLC 1,277 177 621% 2020-06-30
Emerald Investment Partners, LLC 1,269 2,413 47% 2020-06-30
CENTAURUS FINANCIAL, INC. 1,253 1,463 14% 2020-06-30
Summit Investment Advisors, Inc. 1,247 2,861 56% 2020-06-30
ANDERSON FISHER LLC 1,231 162 660% 2020-06-30
Atlas Private Wealth Management 1,180 0 New Buy 2020-06-30
Independence Bank of Kentucky 1,162 1,122 4% 2020-06-30
Bartlett & Co. LLC 1,149 1,317 13% 2020-06-30
Taylor Hoffman Wealth Management 1,125 0 New Buy 2020-06-30
Cranbrook Wealth Management, LLC 1,114 0 New Buy 2020-06-30
Bedel Financial Consulting, Inc. 1,099 1,099 No Change 2020-06-30
Eudaimonia Partners, LLC 1,092 1,403 22% 2020-06-30
STRALEM & CO INC 1,081 1,081 No Change 2020-06-30
Sonora Investment Management, LLC 1,058 1,075 2% 2020-06-30
Sageworth Trust Co 1,048 0 New Buy 2020-06-30
PROFFITT & GOODSON INC 1,033 0 New Buy 2020-06-30
Campbell Wealth Management 1,022 0 New Buy 2020-06-30
REILLY FINANCIAL ADVISORS, LLC 1,019 1,220 16% 2020-06-30
Sugarloaf Wealth Management, LLC 952 952 No Change 2020-06-30
Moisand Fitzgerald Tamayo, LLC 943 0 New Buy 2020-06-30
Providence Capital Advisors, LLC 935 1,560 40% 2020-06-30
EVOKE WEALTH, LLC 909 3,269 72% 2020-06-30
Stelac Advisory Services LLC 888 0 New Buy 2020-06-30
Firestone Capital Management 855 855 No Change 2020-06-30
Ariel Capital Advisors, LLC 809 809 No Change 2020-06-30
Gemmer Asset Management LLC 806 0 New Buy 2020-06-30
Patriot Investment Management Inc. 773 0 New Buy 2020-06-30
Investors Research Corp 766 766 No Change 2020-06-30
BDO Wealth Advisors, LLC 720 2,482 71% 2020-06-30
Selective Wealth Management 700 700 No Change 2020-06-30
PIN OAK INVESTMENT ADVISORS INC 689 689 No Change 2020-06-30
Investment Research & Advisory Group, Inc. 681 681 No Change 2020-06-30
BENJAMIN F. EDWARDS & COMPANY, INC. 644 979 34% 2020-06-30
Affiance Financial, LLC 638 638 No Change 2020-06-30
Hudock Moyer Wealth Resources, LLC 604 302 100% 2020-06-30
VALLEY NATIONAL ADVISERS INC 586 585 0% 2020-06-30
Weaver Consulting Group 557 3,357 83% 2020-06-30
JNBA Financial Advisors 545 616 12% 2020-06-30
Column Capital Advisors, LLC 507 1,233 59% 2020-06-30
BALDWIN BROTHERS INC/MA 500 500 No Change 2020-06-30
Litman Gregory Asset Management LLC 492 367 34% 2020-06-30
Evensky & Katz, Inc. 487 481 1% 2020-06-30
MPS Loria Financial Planners, LLC 477 0 New Buy 2020-06-30
ABSOLUTE INVESTMENT MANAGEMENT LLC 471 358 32% 2020-06-30
TRUST CO OF VERMONT 469 469 No Change 2020-06-30
AlphaMark Advisors, LLC 461 460 0% 2020-06-30
Endurance Wealth Management, Inc. 455 0 New Buy 2020-06-30
TD Capital Management LLC 454 454 No Change 2020-06-30
Apollon Wealth Management, LLC 453 0 New Buy 2020-06-30
HHM Wealth Advisors, LLC 442 442 No Change 2020-06-30
Lee Financial CORP 435 435 No Change 2020-06-30
TOMPKINS FINANCIAL CORP 428 428 No Change 2020-06-30
Burt Wealth Advisors 418 379 10% 2020-06-30
Laurel Wealth Advisors LLC 416 416 No Change 2020-06-30
CREATIVE FINANCIAL DESIGNS INC /ADV 402 229 76% 2020-06-30
Peachtree Investment Partners, LLC 399 0 New Buy 2020-06-30
BEESE FULMER INVESTMENT MANAGEMENT, INC. 397 0 New Buy 2020-06-30
Stonebridge Financial Planning Group, LLC 391 391 No Change 2020-06-30
MACQUARIE GROUP LTD 376 49,595 99% 2020-06-30
Rocky Mountain Advisers, LLC 370 370 No Change 2020-06-30
Fusion Family Wealth LLC 370 574 36% 2020-06-30
Stonebridge Capital Advisors LLC 359 469 23% 2020-06-30
Coastal Capital Group, Inc. 336 533 37% 2020-06-30
HORIZON BANCORP /IN/ 330 330 No Change 2020-06-30
CKW FINANCIAL GROUP 319 319 No Change 2020-06-30
Norway Savings Bank 310 0 New Buy 2020-06-30
CNB Bank 305 0 New Buy 2020-06-30
SCHRODER INVESTMENT MANAGEMENT GROUP 304 0 New Buy 2020-06-30
Jacobi Capital Management LLC 304 193 58% 2020-06-30
Joseph P. Lucia & Associates, LLC 278 278 No Change 2020-06-30
KINGS POINT CAPITAL MANAGEMENT 273 273 No Change 2020-06-30
RESOURCES MANAGEMENT CORP /CT/ /ADV 265 265 No Change 2020-06-30
M&R CAPITAL MANAGEMENT INC 260 260 No Change 2020-06-30
Jackson Hole Capital Partners, LLC 247 247 No Change 2020-06-30
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 239 239 No Change 2020-06-30
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 235 235 No Change 2020-06-30
Trust Co 232 232 No Change 2020-06-30
BROWN BROTHERS HARRIMAN & CO 230 0 New Buy 2020-06-30
JJJ Advisors Inc. 207 207 No Change 2020-06-30
Filbrandt Wealth Management, LLC 206 13 1,485% 2020-06-30
BELLEVUE ASSET MANAGEMENT, LLC 200 200 No Change 2020-06-30
Your Advocates Ltd., LLP 196 196 No Change 2020-06-30
BALLAST ADVISORS LLC 196 196 No Change 2020-06-30
Ironwood Wealth Management, llc 190 190 No Change 2020-06-30
Efficient Wealth Management LLC 181 181 No Change 2020-06-30
First PREMIER Bank 169 169 No Change 2020-06-30
Lloyd Advisory Services, LLC. 169 0 New Buy 2020-06-30
HighMark Wealth Management LLC 162 162 No Change 2020-06-30
DELTA ASSET MANAGEMENT LLC/TN 160 160 No Change 2020-06-30
Berman Capital Advisors, LLC 154 8,267 98% 2020-06-30
HawsGoodwin Investment Management LLC 145 145 No Change 2020-06-30
Gradient Investments LLC 130 80 63% 2020-06-30
Perkins Coie Trust Co 125 177 29% 2020-06-30
BIDWELL C M & ASSOCIATES LTD/ 124 0 New Buy 2020-06-30
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 122 122 No Change 2020-06-30
Capital Investment Counsel, Inc 100 0 New Buy 2020-06-30
RPG Investment Advisory, LLC 100 100 No Change 2020-06-30
OGOREK ANTHONY JOSEPH /NY/ /ADV 90 90 No Change 2020-06-30
Semmax Financial Advisors Inc. 89 89 No Change 2020-06-30
MBM Wealth Consultants, LLC 84 84 No Change 2020-06-30
ADIRONDACK TRUST CO 76 76 No Change 2020-06-30
Centerpoint Advisors, LLC 70 70 No Change 2020-06-30
Lehman & Derafelo Financial Resources LLC 69 69 No Change 2020-06-30
Davis Capital Management 65 0 New Buy 2020-06-30
Truvestments Capital LLC 63 0 New Buy 2020-06-30
Demars Financial Group, LLC 60 0 New Buy 2020-06-30
Cornerstone Advisors, Inc. 59 58 2% 2020-06-30
ARROW FINANCIAL CORP 55 0 New Buy 2020-06-30
CX Institutional 53 0 New Buy 2020-06-30
Sowa Financial Group, Inc. 51 51 No Change 2020-06-30
ATTICUS WEALTH MANAGEMENT, LLC 44 785 94% 2020-06-30
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 43 185 77% 2020-06-30
Crewe Advisors LLC 37 37 No Change 2020-06-30
Granite Investment Partners, LLC 29 29 No Change 2020-06-30
Tradewinds Capital Management, LLC 24 24 No Change 2020-06-30
Atlas Private Wealth Advisors 23 0 New Buy 2020-06-30
SECURITY NATIONAL TRUST CO 13 0 New Buy 2020-06-30
Transamerica Financial Advisors, Inc. 11 0 New Buy 2020-06-30
Sound Income Strategies, LLC 8 108 93% 2020-06-30
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 3 3 No Change 2020-06-30
MANCHESTER FINANCIAL INC 3 3 No Change 2020-06-30
Vigilant Capital Management, LLC 0 2,260 Sold Out 2020-06-30
CAPE COD FIVE CENTS SAVINGS BANK 0 2,877 Sold Out 2020-06-30
Country Club Trust Company, n.a. 0 53,147 Sold Out 2020-06-30
SEIZERT CAPITAL PARTNERS, LLC 0 10,582 Sold Out 2020-06-30
PUTNAM FL INVESTMENT MANAGEMENT CO 0 2,255 Sold Out 2020-06-30
SCHAFER CULLEN CAPITAL MANAGEMENT INC 0 17,821 Sold Out 2020-06-30
Cullen Capital Management, LLC 0 17,821 Sold Out 2020-06-30
AVALON ADVISORS L P 0 47,885 Sold Out 2020-06-30
LONDON CO OF VIRGINIA 0 178,989 Sold Out 2020-06-30
Hamlin Capital Management, LLC 0 12,830 Sold Out 2020-06-30
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 0 3,920 Sold Out 2020-06-30
STRATEGIC INVESTMENT MANAGEMENT 0 39,686 Sold Out 2020-06-30
HOWE & RUSLING INC 0 426 Sold Out 2020-06-30
TORONTO DOMINION BANK 0 117 Sold Out 2020-06-30
FEDERATED INVESTORS INC /PA/ 0 3,519 Sold Out 2020-06-30
MILLER HOWARD INVESTMENTS INC /NY 0 19,624 Sold Out 2020-06-30
LORD ABBETT & CO LLC 0 10,396 Sold Out 2020-06-30
HARTFORD INVESTMENT MANAGEMENT CO 0 42,950 Sold Out 2020-06-30
CONFLUENCE INVESTMENT MANAGEMENT LLC 0 5,259 Sold Out 2020-06-30
Timber Hill LLC 0 2,600 Sold Out 2020-06-30
Financeware, Inc. 0 1,076 Sold Out 2020-06-30
LYRICAL ASSET MANAGEMENT LP 0 12,068 Sold Out 2020-06-30
M Holdings Securities, Inc. 0 13,320 Sold Out 2020-06-30
Focused Wealth Management, Inc 0 10 Sold Out 2020-06-30
Berkshire Money Management, Inc. 0 1,010 Sold Out 2020-06-30
Sequoia Financial Advisors, LLC 0 19,646 Sold Out 2020-06-30
Cordasco Financial Network 0 446 Sold Out 2020-06-30
Advisory Alpha, LLC 0 940 Sold Out 2020-06-30
BANK HAPOALIM BM 0 2,023 Sold Out 2020-06-30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0 6,865 Sold Out 2020-06-30
LVW Advisors, LLC 0 2,892 Sold Out 2020-06-30
Cribstone Capital Management, LLC 0 540 Sold Out 2020-06-30
Harwood Advisory Group, LLC 0 1,640 Sold Out 2020-06-30
Connecticut Wealth Management, LLC 0 10,362 Sold Out 2020-06-30
First Command Bank 0 711 Sold Out 2020-06-30
First Command Financial Services, Inc. 0 711 Sold Out 2020-06-30
LEVEL FOUR ADVISORY SERVICES, LLC 0 13,083 Sold Out 2020-06-30
Bridgeworth, LLC 0 2,716 Sold Out 2020-06-30
Parkside Investments, LLC 0 19,237 Sold Out 2020-06-30
Global Financial Private Capital, LLC 0 8 Sold Out 2020-06-30
KCS Wealth Advisory 0 2,013 Sold Out 2020-06-30
Squar Milner Financial Services LLC 0 441 Sold Out 2020-06-30
Jordan Park Group LLC 0 2,656 Sold Out 2020-06-30
Abacus Planning Group, Inc. 0 2,744 Sold Out 2020-06-30
Forefront Analytics, LLC 0 117 Sold Out 2020-06-30
Biltmore Family Office, LLC 0 189 Sold Out 2020-06-30
Mount Yale Investment Advisors, LLC 0 2,023 Sold Out 2020-06-30
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0 2,170 Sold Out 2020-06-30
Change Path, LLC 0 5,096 Sold Out 2020-06-30
MA Private Wealth 0 2,498 Sold Out 2020-06-30
Dougherty Wealth Advisers LLC 0 8,915 Sold Out 2020-06-30
Insight Wealth Strategies, LLC 0 3,052 Sold Out 2020-06-30
Stratos Wealth Advisors, LLC 0 924 Sold Out 2020-06-30
TOWNSQUARE CAPITAL LLC 0 1,904 Sold Out 2020-06-30
ERn Financial, LLC 0 3,299 Sold Out 2020-06-30
Van Leeuwen & Company, LLC 0 2,370 Sold Out 2020-06-30
Salomon & Ludwin, LLC 0 474 Sold Out 2020-06-30
Vestmark Advisory Solutions, Inc. 0 13,366 Sold Out 2020-06-30
MBE Wealth Management, LLC 0 44 Sold Out 2020-06-30
Clarity Wealth Advisors, LLC 0 2,135 Sold Out 2020-06-30
Keebeck Alpha, LP 0 3,470 Sold Out 2020-06-30
Element Wealth, LLC 0 19 Sold Out 2020-06-30
Wealth Alliance 0 14,851 Sold Out 2020-06-30
Game Plan Financial Advisors, LLC 0 16,905 Sold Out 2020-06-30
Vigilare Wealth Management 0 2,062 Sold Out 2020-06-30
Americana Partners, LLC 0 20,530 Sold Out 2020-06-30
Wealth Quarterback LLC 0 476 Sold Out 2020-06-30
Symphony Financial, Ltd. Co. 0 8,286 Sold Out 2020-06-30
Royal Fund Management, LLC 0 1,434 Sold Out 2020-06-30
JACKSON SQUARE CAPITAL, LLC 0 707 Sold Out 2020-06-30
tru Independence LLC 0 913 Sold Out 2020-06-30
NovaPoint Capital, LLC 0 2,164 Sold Out 2020-06-30
PNC FINANCIAL SERVICES GROUP INC 2,347,545 2,465,277 5% 2020-03-31
GV Capital Management 465,243 390,968 19% 2020-03-31
Steward Partners Investment Advisory, LLC 258,586 260,361 1% 2020-03-31
Atlantic Trust Group, LLC 252,723 268,835 6% 2020-03-31
MML INVESTORS SERVICES, LLC 162,300 195,396 17% 2020-03-31
Strategic Wealth Advisors Group,Inc. 105,668 109,280 3% 2020-03-31
SIMPLEX TRADING, LLC 79,949 4,601 1,638% 2020-03-31
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 77,650 77,650 No Change 2020-03-31
Argent Wealth Management LLC 48,642 56,184 13% 2020-03-31
Integer Wealth Advisors Group LLC 47,940 46,017 4% 2020-03-31
TOBIAS FINANCIAL ADVISORS, INC. 40,304 40,953 2% 2020-03-31
Independence Wealth Advisors, Inc. 37,860 38,611 2% 2020-03-31
Arden Trust Co 25,156 35,060 28% 2020-03-31
JNB Advisors LLC 20,182 0 New Buy 2020-03-31
Pennsylvania Trust Co 19,165 0 New Buy 2020-03-31
Relyea Zuckerberg Hanson LLC 15,949 22,473 29% 2020-03-31
Resources Investment Advisors, Inc. 9,961 11,466 13% 2020-03-31
Laurel Wealth Advisors, Inc. 11,985 12,462 4% 2020-03-31
CHICAGO EQUITY PARTNERS LLC 11,000 13,800 20% 2020-03-31
PRIVATE TRUST CO NA 10,118 9,877 2% 2020-03-31
DEUTSCHE BANK AG 9,197 14,795 38% 2020-03-31
JAMES INVESTMENT RESEARCH INC 8,058 20,355 60% 2020-03-31
Manchester Capital Management LLC 7,711 26,457 71% 2020-03-31
Watson Rebecca 7,054 7,054 No Change 2020-03-31
PagnatoKarp Partners LLC 5,379 5,218 3% 2020-03-31
S&CO INC 5,050 5,050 No Change 2020-03-31
Jolley Asset Management, LLC 4,291 4,559 6% 2020-03-31
ZWJ INVESTMENT COUNSEL INC 4,281 4,281 No Change 2020-03-31
FIRST FINANCIAL CORP /IN/ 3,871 5,045 23% 2020-03-31
BOYS ARNOLD & CO INC 3,816 3,816 No Change 2020-03-31
Waterloo Capital, L.P. 2,830 0 New Buy 2020-03-31
BRADLEY FOSTER & SARGENT INC/CT 2,568 3,165 19% 2020-03-31
Golden State Wealth Management, LLC 1,516 0 New Buy 2020-03-31
VERUS CAPITAL PARTNERS, LLC 1,064 2,113 50% 2020-03-31
VAUGHAN AND COMPANY SECURITIES, INC. 895 895 No Change 2020-03-31
Westside Investment Management, Inc. 409 0 New Buy 2020-03-31
Willingdon Wealth Management 261 396 34% 2020-03-31
Center for Financial Planning, Inc. 176 836 79% 2020-03-31
TOTH FINANCIAL ADVISORY CORP 20 61 67% 2020-03-31
EASTERN BANK 0 1,876 Sold Out 2020-03-31
CAPITAL FUND MANAGEMENT S.A. 0 27,343 Sold Out 2020-03-31
Noven Financial Group, Inc. 0 190,823 Sold Out 2020-03-31
Winfield Associates, Inc. 0 3,680 Sold Out 2020-03-31
Lake Point Wealth Management 0 121 Sold Out 2020-03-31
Ferguson Shapiro LLC 0 19,217 Sold Out 2020-03-31
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