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STOCK TICKER:
ISHARE RUS 1000 GROW   (ticker: IWF)
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/ 41,471,233 0 New Buy 2020-06-30
MORGAN STANLEY 19,121,834 0 New Buy 2020-06-30
FMR LLC 8 0 New Buy 2020-06-30
J P MORGAN CHASE & CO 8,282,872 8,357,504 1% 2020-06-30
UBS Group AG 6,577,555 6,152,760 7% 2020-06-30
WELLS FARGO & CO/MN 5,441,480 5,536,338 2% 2020-06-30
GOLDMAN SACHS GROUP INC 2,266 0 New Buy 2020-06-30
ENVESTNET ASSET MANAGEMENT INC 5,049,858 5,285,044 4% 2020-06-30
Balentine LLC 3,949,370 0 New Buy 2020-06-30
TIAA, FSB 7,515 8,366 10% 2020-06-30
NORTHERN TRUST CORP 3,532,349 0 New Buy 2020-06-30
RAYMOND JAMES & ASSOCIATES 3,232,595 3,193,516 1% 2020-06-30
SYNOVUS FINANCIAL CORP 2,773,418 3,747,163 26% 2020-06-30
M&T BANK CORP 2,507,556 2,804,783 11% 2020-06-30
LPL Financial CORP 2,379,724 2,441,498 3% 2020-06-30
BB&T CORP 2,204,996 0 New Buy 2020-06-30
COMMONWEALTH EQUITY SERVICES, LLC. 2,031,688 2,100,625 3% 2020-06-30
Baird Financial Group, Inc. 4,244 4,244 No Change 2020-06-30
BP WEALTH MANAGEMENT, LLC 41,698 72,646 43% 2020-06-30
CITIGROUP INC 1,618,127 1,807,851 10% 2020-06-30
Cresset Asset Management, LLC 1,534,259 0 New Buy 2020-06-30
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1,468,652 1,491,438 2% 2020-06-30
AMERIPRISE FINANCIAL INC 1,442,283 0 New Buy 2020-06-30
ROYAL BANK OF CANADA 1,419,435 0 New Buy 2020-06-30
Nuveen Asset Management, LLC 0 1,409,500 Sold Out 2020-06-30
PARAMETRIC PORTFOLIO ASSOCIATES 1,336,642 1,487,454 10% 2020-06-30
US BANCORP DE 1,272,640 1,276,251 0% 2020-06-30
WELLINGTON MANAGEMENT CO LLP 1,029,874 1,091,612 6% 2020-06-30
ETRADE Capital Management LLC 896 1,522 41% 2020-06-30
Raymond James Financial Services Advisors, Inc. 983,400 0 New Buy 2020-06-30
SIGNATUREFD, LLC 956,327 708,890 35% 2020-06-30
HighTower Advisors, LLC 951,753 975,136 2% 2020-06-30
BABSON CAPITAL MANAGEMENT LLC 928,681 0 New Buy 2020-06-30
Bank of New York Mellon CORP 920,709 752,129 22% 2020-06-30
Equitable Holdings, Inc. 85,947 0 New Buy 2020-06-30
Ilmarinen Mutual Pension Insurance Co 841,813 720,813 17% 2020-06-30
Janney Montgomery Scott LLC 724,933 664,329 9% 2020-06-30
BALASA DINVERNO & FOLTZ LLC 703,245 802,240 12% 2020-06-30
Waldron, LP 676,107 683,500 1% 2020-06-30
1ST SOURCE BANK 662,422 691,629 4% 2020-06-30
COMMERCE BANK N A/MO 659,040 650,813 1% 2020-06-30
STALEY CAPITAL ADVISERS INC 635,134 665,834 5% 2020-06-30
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 616,160 589,155 5% 2020-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 615,330 645,735 5% 2020-06-30
STIFEL FINANCIAL CORP 834 0 New Buy 2020-06-30
Financial Network 590,284 627,120 6% 2020-06-30
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 588,620 8 7,357,650% 2020-06-30
FIFTH THIRD BANCORP 558,769 554,847 1% 2020-06-30
STEPHENS INC /AR/ 514,656 525,709 2% 2020-06-30
REGIONS FINANCIAL CORP 510,606 489,555 4% 2020-06-30
Demars Financial Group, LLC 496,095 53,862 821% 2020-06-30
Twin Tree Management, LP 116,000 133,500 13% 2020-06-30
ING INVESTMENT MANAGEMENT LLC 450,448 0 New Buy 2020-06-30
Strategic Wealth Partners Group LLC 444,214 456,506 3% 2020-06-30
Oakworth Capital, Inc. 432,746 430,001 1% 2020-06-30
SILVERCREST ASSET MANAGEMENT GROUP LLC 429,899 427,376 1% 2020-06-30
BRINKER CAPITAL INC 416,000 426,755 3% 2020-06-30
MERCER GLOBAL ADVISORS INC /ADV 402,115 428,144 6% 2020-06-30
KEYBANK NATIONAL ASSOCIATION/OH 399,059 404,944 1% 2020-06-30
DAVIDSON D A & CO 394,765 386,250 2% 2020-06-30
RSM US WEALTH MANAGEMENT LLC 387,927 509,448 24% 2020-06-30
BRIDGES INVESTMENT MANAGEMENT INC 378,384 374,682 1% 2020-06-30
Susquehanna International Group, LLP 376,376 85,400 341% 2020-06-30
CULLEN FROST BANKERS INC 372,840 388,528 4% 2020-06-30
BBVA USA BANCSHARES INC 344,433 354,412 3% 2020-06-30
Creative Planning 216,352 342,262 37% 2020-06-30
Mariner Wealth Advisors, LLC 334,843 258,140 30% 2020-06-30
Private Advisor Group, LLC 327,954 336,265 2% 2020-06-30
HSBC HOLDINGS PLC 326,766 0 New Buy 2020-06-30
JANE STREET GROUP, LLC 320,839 87,870 265% 2020-06-30
Hirtle Callaghan & Co Inc 307,235 148,143 107% 2020-06-30
WADE G W & INC 296,931 290,481 2% 2020-06-30
Stairway Partners, LLC 279,066 276,319 1% 2020-06-30
MATHER GROUP, INC. 278,883 295,359 6% 2020-06-30
MACQUARIE GROUP LTD 257,810 51,490 401% 2020-06-30
Cedar Mountain Advisors, LLC 272,365 273,514 0% 2020-06-30
Independence Advisors, LLC 267,064 269,428 1% 2020-06-30
Multi-Financial Securities Corp 260,480 230,748 13% 2020-06-30
Intersect Capital LLC 252,569 253,731 0% 2020-06-30
CAPTRUST FINANCIAL ADVISORS 239,382 268,665 11% 2020-06-30
Berkshire Money Management, Inc. 231,380 146,452 58% 2020-06-30
Parkside Financial Bank & Trust 225,695 249,610 10% 2020-06-30
Advisors Preferred, LLC 223,413 29,533 656% 2020-06-30
STEPHENS GROUP ASSET MANAGEMENT, LLC 211,488 216,897 2% 2020-06-30
PINNACLE FINANCIAL PARTNERS INC 197,255 195,335 1% 2020-06-30
CALTON & ASSOCIATES, INC. 196,146 188,390 4% 2020-06-30
RETIREMENT INCOME SOLUTIONS, INC 190,993 198,156 4% 2020-06-30
Marquette Asset Management Inc. 183,915 183,786 0% 2020-06-30
FIRST BUSINESS FINANCIAL SERVICES, INC. 175,483 216,787 19% 2020-06-30
NorthRock Partners, LLC 173,041 0 New Buy 2020-06-30
MAI Wealth Advisors 172,779 169,426 2% 2020-06-30
Ascent Wealth Partners, LLC 167,314 135,098 24% 2020-06-30
SRS Capital Advisors, Inc. 164,156 0 New Buy 2020-06-30
RED CEDAR INVESTMENT MANAGEMENT, LLC 162,268 283,466 43% 2020-06-30
JONES FINANCIAL COMPANIES LLLP 37,479 187,444 80% 2020-06-30
LBJ Family Wealth Advisors, Ltd. 156,445 156,166 0% 2020-06-30
Flaharty Asset Management, LLC 155,520 0 New Buy 2020-06-30
CPCM, LLC 155,279 163,643 5% 2020-06-30
Accredited Investors Inc. 154,307 156,558 1% 2020-06-30
Nadler Financial Group, Inc. 153,520 155,236 1% 2020-06-30
Capital Advisors, Ltd. LLC 150,646 151,104 0% 2020-06-30
Montecito Bank & Trust 148,566 150,987 2% 2020-06-30
E&G Advisors, LP 146,251 128,430 14% 2020-06-30
FINANCIAL COUNSELORS INC 144,998 148,334 2% 2020-06-30
MV Capital Management, Inc. 144,896 149,998 3% 2020-06-30
SEI INVESTMENTS CO 140,418 174,560 20% 2020-06-30
COLONY GROUP LLC 140,306 139,937 0% 2020-06-30
One Wealth Advisors, LLC 139,744 123,330 13% 2020-06-30
Johnson Financial Group, Inc. 139,606 133,994 4% 2020-06-30
Sanchez Wealth Management Group 138,866 136,981 1% 2020-06-30
UNITED CAPITAL FINANCIAL ADVISERS,INC. 138,837 0 New Buy 2020-06-30
Integrated Investment Consultants, LLC 138,766 143,092 3% 2020-06-30
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 138,656 0 New Buy 2020-06-30
FSA Wealth Management LLC 137,871 0 New Buy 2020-06-30
JOHNSON INVESTMENT COUNSEL INC 137,756 135,891 1% 2020-06-30
IBERIABANK CORP 137,718 147,489 7% 2020-06-30
AMG National Trust Bank 4,941 0 New Buy 2020-06-30
Oakmont Partners LLC 133,541 109,546 22% 2020-06-30
Capital Planning Advisors, LLC 133,342 132,699 0% 2020-06-30
AE Wealth Management LLC 131,974 20,136 555% 2020-06-30
Simmons Bank 129,453 0 New Buy 2020-06-30
Ellenbecker Investment Group 128,754 127,848 1% 2020-06-30
Polaris Wealth Advisers, LLC 128,585 78,880 63% 2020-06-30
Alera Investment Advisors, LLC 126,591 138,597 9% 2020-06-30
Sawtooth Asset Management, Inc. 125,513 0 New Buy 2020-06-30
FDx Advisors, Inc. 125,485 18,256 587% 2020-06-30
Newbrook Capital Advisors LP 124,122 0 New Buy 2020-06-30
Brickley Wealth Management 113,772 132,217 14% 2020-06-30
Beacon Pointe Advisors, LLC 112,707 110,312 2% 2020-06-30
Streettalk Advisors, LLC 110,875 112,181 1% 2020-06-30
CAROLINAS WEALTH CONSULTING LLC 110,275 110,432 0% 2020-06-30
Rafferty Asset Management, LLC 109,493 72,912 50% 2020-06-30
Capstone Financial Advisors, Inc. 107,539 0 New Buy 2020-06-30
FULTON BANK, N.A. 104,163 112,424 7% 2020-06-30
Brio Consultants, LLC 100,622 89,834 12% 2020-06-30
Wellspring Financial Advisors, LLC 99,886 100,233 0% 2020-06-30
People's United Financial, Inc. 98,558 97,752 1% 2020-06-30
Paulson Wealth Management Inc. 97,609 110,033 11% 2020-06-30
Berman Capital Advisors, LLC 96,406 98,272 2% 2020-06-30
Stratos Wealth Partners, LTD. 94,939 99,702 5% 2020-06-30
Regal Wealth Group, Inc. 94,847 96,578 2% 2020-06-30
WAYNE HUMMER ASSET MANAGEMENT CO 94,606 84,056 13% 2020-06-30
MEEDER ASSET MANAGEMENT INC 93,370 33,411 179% 2020-06-30
NOTTINGHAM ADVISORS, INC. 93,049 90,862 2% 2020-06-30
JSF Financial, LLC 91,102 75,876 20% 2020-06-30
BRIGHTON JONES LLC 90,964 92,254 1% 2020-06-30
Ullmann Financial Group, Inc. 90,823 92,126 1% 2020-06-30
BADGLEY PHELPS & BELL INC 88,070 94,971 7% 2020-06-30
Rockefeller Capital Management L.P. 86,673 101,468 15% 2020-06-30
Carroll Financial Associates, Inc. 86,543 83,443 4% 2020-06-30
Trilogy Capital Inc. 86,087 0 New Buy 2020-06-30
THRIVENT FINANCIAL FOR LUTHERANS 19,305 19,305 No Change 2020-06-30
Goss Wealth Management LLC 82,892 79,811 4% 2020-06-30
AMERICAN CENTURY COMPANIES INC 82,745 235,539 65% 2020-06-30
FIRST CITIZENS BANK & TRUST CO 81,889 119,017 31% 2020-06-30
Strategic Point Investment Advisors, LLC 81,732 59,105 38% 2020-06-30
BLAIR WILLIAM & CO/IL 81,454 80,531 1% 2020-06-30
Gratus Capital LLC 78,587 117,088 33% 2020-06-30
JEFFERIES GROUP INC /DE/ 76,902 0 New Buy 2020-06-30
Squarepoint Ops LLC 76,426 0 New Buy 2020-06-30
RAYMOND JAMES TRUST CO 75,815 76,133 0% 2020-06-30
AdvisorNet Financial, Inc 75,233 86,784 13% 2020-06-30
PARK AVENUE SECURITIES LLC 74,502 0 New Buy 2020-06-30
Evercore Wealth Management, LLC 74,053 83,606 11% 2020-06-30
Baker Avenue Asset Management, LP 73,866 67,753 9% 2020-06-30
Sunburst Financial Group, LLC 73,750 75,281 2% 2020-06-30
TELEMUS CAPITAL, LLC 73,665 70,434 5% 2020-06-30
Massey, Quick & Co., LLC 73,552 112,055 34% 2020-06-30
Qube Research & Technologies Ltd 73,379 0 New Buy 2020-06-30
Veritable, L.P. 72,899 76,576 5% 2020-06-30
Taylor, Cottrill, Erickson & Associates, Inc. 72,280 28,800 151% 2020-06-30
BRYN MAWR TRUST CO/PA 70,853 80,147 12% 2020-06-30
LINCOLN NATIONAL CORP 66,472 135,024 51% 2020-06-30
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 69,842 0 New Buy 2020-06-30
Oak Hill Investment Management, L.P. 69,729 69,729 No Change 2020-06-30
Neuberger Berman Group LLC 69,448 72,529 4% 2020-06-30
MACKAY SHIELDS LLC 0 69,004 Sold Out 2020-06-30
IEQ CAPITAL, LLC 69,277 68,752 1% 2020-06-30
QS Investors, LLC 68,197 0 New Buy 2020-06-30
Tower Research Capital LLC 68,079 0 New Buy 2020-06-30
POLEN CAPITAL MANAGEMENT LLC 67,938 412,466 84% 2020-06-30
Buckingham Asset Management, LLC 67,323 74,116 9% 2020-06-30
FIRST HAWAIIAN BANK 66,973 0 New Buy 2020-06-30
BANK OF HAWAII 66,899 0 New Buy 2020-06-30
BT Wealth Management LLC 66,232 61,681 7% 2020-06-30
Covenant Partners, LLC 66,055 65,165 1% 2020-06-30
BDO Wealth Advisors, LLC 65,545 101,073 35% 2020-06-30
Blue Creek Investment Partners, LLC 64,904 62,623 4% 2020-06-30
O'Brien Wealth Partners LLC 64,495 66,933 4% 2020-06-30
Cetera Investment Advisers 64,252 77,174 17% 2020-06-30
ALLIANCEBERNSTEIN L.P. 63,673 68,603 7% 2020-06-30
CHURCHILL MANAGEMENT GROUP /CA/ 63,112 65,733 4% 2020-06-30
Goldstein Munger & Associates 62,711 62,270 1% 2020-06-30
HBK Sorce Advisory LLC 62,536 62,624 0% 2020-06-30
HIGHLAND CAPITAL MANAGEMENT CORP 61,522 60,337 2% 2020-06-30
TSFG, LLC 60,735 52,820 15% 2020-06-30
SHINE INVESTMENT ADVISORY SERVICES INC 59,945 60,763 1% 2020-06-30
Hardy Reed LLC 59,723 60,142 1% 2020-06-30
Cutler Group LP 11,094 10,494 6% 2020-06-30
Amerivest Investment Management LLC 56,795 62,601 9% 2020-06-30
Strategic Wealth Management Group, LLC 56,602 56,813 0% 2020-06-30
Allianz Asset Management AG 56,397 37,477 50% 2020-06-30
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 56,366 56,197 0% 2020-06-30
FLC Capital Advisors 56,222 100,077 44% 2020-06-30
TWO SIGMA SECURITIES, LLC 3,300 0 New Buy 2020-06-30
Roble, Belko & Company, Inc 55,760 55,760 No Change 2020-06-30
BTC Capital Management, Inc. 55,584 50,113 11% 2020-06-30
Single Point Partners, LLC 55,262 2,032 2,620% 2020-06-30
Paragon Wealth Strategies, LLC 55,235 0 New Buy 2020-06-30
GHP Investment Advisors, Inc. 54,981 55,635 1% 2020-06-30
METROPOLITAN LIFE INSURANCE CO/NY 54,100 93,800 42% 2020-06-30
BROWN ADVISORY HOLDINGS INC 995 0 New Buy 2020-06-30
Compass Financial Group, Inc. 53,224 52,257 2% 2020-06-30
Winthrop Advisory Group LLC 49,998 50,063 0% 2020-06-30
Strategic Wealth Partners, Ltd. 49,729 1,993 2,395% 2020-06-30
INVESTMENT PARTNERS LTD /OH/ /ADV 49,583 48,819 2% 2020-06-30
Ensign Peak Advisors, Inc 49,582 34,887 42% 2020-06-30
First Allied Advisory Services, Inc. 49,576 45,048 10% 2020-06-30
EP Wealth Advisors, Inc. 49,310 48,343 2% 2020-06-30
CITADEL ADVISORS LLC (Kenneth C. Griffin) 48,653 0 New Buy 2020-06-30
SONATA CAPITAL GROUP INC 47,577 44,772 6% 2020-06-30
FRANKLIN RESOURCES INC 47,359 41,951 13% 2020-06-30
MONTAG A & ASSOCIATES INC 46,738 52,158 10% 2020-06-30
JMG Financial Group, Ltd. 46,342 46,410 0% 2020-06-30
PBWM Holdings, LLC 46,287 43,501 6% 2020-06-30
Edge Capital Group, LLC 45,858 42,352 8% 2020-06-30
UNIONBANCAL CORP 45,787 52,372 13% 2020-06-30
Brand Asset Management Group, Inc. 45,043 47,630 5% 2020-06-30
UMB BANK N A/MO 44,199 45,591 3% 2020-06-30
AMERITAS INVESTMENT CORP 43,931 36,294 21% 2020-06-30
Jaffetilchin Investment Partners, LLC 43,095 1,357 3,076% 2020-06-30
Pettinga Financial Advisors, LLC 43,058 12,180 254% 2020-06-30
Ausdal Financial Partners, Inc. 42,779 85,189 50% 2020-06-30
NORTHERN OAK CAPITAL MANAGEMENT INC 42,207 21,139 100% 2020-06-30
McKinley Carter Wealth Services, Inc. 42,029 41,980 0% 2020-06-30
WOLVERINE TRADING, LLC 41,766 24,466 71% 2020-06-30
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 41,530 45,738 9% 2020-06-30
LifePlan Financial Group, Inc 41,443 42,923 3% 2020-06-30
Community Bank, N.A. 41,293 40,162 3% 2020-06-30
Ballast, Inc. 41,257 34,909 18% 2020-06-30
Occidental Asset Management, LLC 41,048 45,431 10% 2020-06-30
MEITAV DASH INVESTMENTS LTD 40,277 8,119 396% 2020-06-30
Confluence Wealth Management LLC 40,139 37,316 8% 2020-06-30
Ballentine, Finn & Company, Inc. 39,493 39,493 No Change 2020-06-30
Stillwater Capital Advisors, LLC 39,458 33,142 19% 2020-06-30
BRONFMAN E.L. ROTHSCHILD, L.P. 39,344 50,768 23% 2020-06-30
NWAM LLC 39,240 41,182 5% 2020-06-30
Disciplined Investments, LLC 38,740 40,733 5% 2020-06-30
INSIGHT 2811, INC. 38,698 38,447 1% 2020-06-30
Warren Averett Asset Management, LLC 38,603 48,409 20% 2020-06-30
WEST BANCORPORATION INC 38,056 37,700 1% 2020-06-30
FIS GROUP, INC. 38,012 0 New Buy 2020-06-30
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 37,961 0 New Buy 2020-06-30
Linscomb & Williams, Inc. 37,875 24,308 56% 2020-06-30
TWO SIGMA INVESTMENTS LLC 37,800 0 New Buy 2020-06-30
Strategic Investment Advisors, Inc 37,787 48,377 22% 2020-06-30
Busey Trust CO 37,665 39,450 5% 2020-06-30
WINSLOW CAPITAL MANAGEMENT INC /MN 37,633 0 New Buy 2020-06-30
Opes Wealth Management LLC 37,068 28,990 28% 2020-06-30
MERITAGE PORTFOLIO MANAGEMENT 36,800 31,924 15% 2020-06-30
Valeo Financial Advisors, LLC 36,705 37,159 1% 2020-06-30
Schneider Downs Wealth Management Advisors, LP 36,701 36,425 1% 2020-06-30
PUTNAM FL INVESTMENT MANAGEMENT CO 36,624 37,248 2% 2020-06-30
Zions Bancorporation, N.A. 36,541 0 New Buy 2020-06-30
RHUMBLINE ADVISERS 36,357 21,472 69% 2020-06-30
Regent Peak Wealth Advisors LLC 35,793 34,212 5% 2020-06-30
Johanson Financial Advisors, Inc. 35,636 35,660 0% 2020-06-30
SAGE FINANCIAL GROUP INC 35,492 36,134 2% 2020-06-30
OPPENHEIMER ASSET MANAGEMENT INC 34,993 37,031 6% 2020-06-30
GREAT VALLEY ADVISOR GROUP, INC. 34,742 0 New Buy 2020-06-30
RMB Capital Management, LLC 34,503 38,118 9% 2020-06-30
Merriman Wealth Management, LLC 34,405 19,672 75% 2020-06-30
XML Financial, LLC 33,883 34,714 2% 2020-06-30
Parallel Advisors, LLC 33,581 36,546 8% 2020-06-30
TOMPKINS FINANCIAL CORP 33,108 33,108 No Change 2020-06-30
EATON VANCE MANAGEMENT 32,984 33,096 0% 2020-06-30
Almanack Investment Partners, LLC. 32,280 8,706 271% 2020-06-30
OPPENHEIMER & CO INC 32,148 30,235 6% 2020-06-30
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 32,069 39,297 18% 2020-06-30
Tolleson Wealth Management, Inc. 32,048 0 New Buy 2020-06-30
Arbor Investment Advisors, LLC 32,039 30,535 5% 2020-06-30
H D Vest Advisory Services 31,972 58,397 45% 2020-06-30
SlateStone Wealth, LLC 31,968 33,302 4% 2020-06-30
OLD MISSION CAPITAL LLC 31,857 0 New Buy 2020-06-30
American Institute for Advanced Investment Management, LLP 31,815 33,980 6% 2020-06-30
Regal Investment Advisors, LLC 31,763 1,507 2,008% 2020-06-30
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 31,716 0 New Buy 2020-06-30
PIONEER INVESTMENT MANAGEMENT INC 31,648 0 New Buy 2020-06-30
Shone Asset Management LLC 31,454 32,584 3% 2020-06-30
Doyle Wealth Management 31,361 0 New Buy 2020-06-30
White Lighthouse Investment Management Inc. 31,117 32,683 5% 2020-06-30
Holistic Financial Partners 31,075 31,719 2% 2020-06-30
BERRY GROUP, LLC 30,803 29,354 5% 2020-06-30
Global Retirement Partners, LLC 30,673 37,651 19% 2020-06-30
BOSTON FINANCIAL MANGEMENT INC /MA 30,559 31,594 3% 2020-06-30
Truepoint, Inc. 30,366 34,804 13% 2020-06-30
Financial Strategy Network, LLC 30,317 30,599 1% 2020-06-30
Community Financial Services Group, LLC 30,216 0 New Buy 2020-06-30
NICOLET BANKSHARES INC 30,066 30,884 3% 2020-06-30
Private Capital Group, LLC 30,027 38,072 21% 2020-06-30
CONNING Asset Management Co. 29,968 29,968 No Change 2020-06-30
Ferris Capital, LLC 29,892 29,892 No Change 2020-06-30
KMG FIDUCIARY PARTNERS, LLC 29,789 30,375 2% 2020-06-30
CAHABA WEALTH MANAGEMENT, INC. 29,588 31,040 5% 2020-06-30
Chicago Wealth Management, Inc. 29,470 0 New Buy 2020-06-30
Homrich & Berg 28,884 29,796 3% 2020-06-30
FLOW TRADERS U.S. LLC 28,724 0 New Buy 2020-06-30
Colorado Capital Management, Inc. 28,456 30,767 8% 2020-06-30
AdvicePeriod, LLC 28,381 28,408 0% 2020-06-30
BESSEMER GROUP INC 28,335 23,413 21% 2020-06-30
Orion Portfolio Solutions, LLC 28,041 0 New Buy 2020-06-30
COMERICA SECURITIES,INC. 27,694 0 New Buy 2020-06-30
EPG Wealth Management LLC 27,653 27,209 2% 2020-06-30
MONETA GROUP INVESTMENT ADVISORS INC 27,497 26,711 3% 2020-06-30
Patten Group, Inc. 27,414 26,252 4% 2020-06-30
MILLENNIUM MANAGEMENT LLC 27,391 0 New Buy 2020-06-30
BERKSHIRE ASSET MANAGEMENT INC/PA 27,129 28,870 6% 2020-06-30
Drexel Morgan & Co. 27,128 28,946 6% 2020-06-30
Advocacy Wealth Management Services, LLC 27,036 22,037 23% 2020-06-30
PITCAIRN CO 26,687 0 New Buy 2020-06-30
Camden Capital, LLC 26,679 30,610 13% 2020-06-30
Affinity Capital Advisors, LLC 26,508 27,334 3% 2020-06-30
ProVise Management Group, LLC 26,114 25,468 3% 2020-06-30
Total Clarity Wealth Management, Inc. 25,887 0 New Buy 2020-06-30
Nikulski Financial, Inc. 25,860 24,670 5% 2020-06-30
MANAGED ACCOUNT SERVICES INC 25,683 22,859 12% 2020-06-30
Eukles Asset Management 25,132 25,326 1% 2020-06-30
RMR Wealth Builders 719 0 New Buy 2020-06-30
Global Strategic Investment Solutions, LLC 24,902 3,180 683% 2020-06-30
Anfield Capital Management, LLC 24,866 26,101 5% 2020-06-30
Keebeck Wealth Management, LLC 24,783 24,655 1% 2020-06-30
QUEST CAPITAL MANAGEMENT INC /ADV 24,765 25,476 3% 2020-06-30
RNC CAPITAL MANAGEMENT LLC 23,717 0 New Buy 2020-06-30
Capital Directions Investment Advisors, LLC 23,934 26,317 9% 2020-06-30
Crescent Grove Advisors, LLC 23,826 24,200 2% 2020-06-30
FIERA SCEPTRE INC. 23,543 23,563 0% 2020-06-30
IMS Capital Management 23,530 18,919 24% 2020-06-30
COLDSTREAM CAPITAL MANAGEMENT INC 23,395 23,595 1% 2020-06-30
HUNTINGTON NATIONAL BANK 23,047 25,239 9% 2020-06-30
Narwhal Capital Management 22,603 22,603 No Change 2020-06-30
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 22,517 4,963 354% 2020-06-30
Sowell Financial Services LLC 22,436 18,970 18% 2020-06-30
Harbour Capital Advisors, LLC 22,298 22,318 0% 2020-06-30
TFO-TDC, LLC 22,168 22,987 4% 2020-06-30
GILLESPIE ROBINSON & GRIMM INC 22,103 22,518 2% 2020-06-30
Trexquant Investment LP 21,912 22,492 3% 2020-06-30
HAVERFORD TRUST CO 21,909 21,909 No Change 2020-06-30
WHITTIER TRUST CO 21,721 22,058 2% 2020-06-30
NATIXIS 21,517 0 New Buy 2020-06-30
Mathes Company, Inc. 21,425 21,350 0% 2020-06-30
GenWealth Group, Inc. 21,421 21,426 0% 2020-06-30
Hilltop Holdings Inc. 21,174 18,906 12% 2020-06-30
Sound View Wealth Advisors Group, LLC 21,152 22,075 4% 2020-06-30
NTV ASSET MANAGEMENT LLC 21,098 21,098 No Change 2020-06-30
CITY HOLDING CO 21,020 17,215 22% 2020-06-30
MITCHELL CAPITAL MANAGEMENT CO 20,796 20,951 1% 2020-06-30
ROTHSCHILD INVESTMENT CORP /IL 20,502 20,342 1% 2020-06-30
TIEDEMANN WEALTH MANAGEMENT, LLC 20,151 56,035 64% 2020-06-30
Titus Wealth Management 20,115 20,035 0% 2020-06-30
MISSION WEALTH MANAGEMENT, LLC 20,065 21,778 8% 2020-06-30
CAMG Solamere Management, LLC 19,881 20,406 3% 2020-06-30
Hoover Financial Advisors, Inc. 19,787 19,483 2% 2020-06-30
HALLMARK CAPITAL MANAGEMENT INC 19,774 19,474 2% 2020-06-30
MARSHALL FINANCIAL GROUP INC /ADV 19,605 19,822 1% 2020-06-30
Cornerstone Advisory, LLP 1,076 2,902 63% 2020-06-30
Financial Insights, Inc. 19,599 7,109 176% 2020-06-30
BKD Wealth Advisors, LLC 19,477 20,035 3% 2020-06-30
Rinet Co LLC 19,320 19,591 1% 2020-06-30
Garde Capital, Inc. 19,316 19,817 3% 2020-06-30
Coconut Grove Bank 19,250 19,250 No Change 2020-06-30
TWO SIGMA ADVISERS, LLC 19,100 0 New Buy 2020-06-30
OSBORNE PARTNERS CAPITAL MANAGEMENT 19,095 20,860 8% 2020-06-30
PINNACLE ASSOCIATES LTD 18,997 17,742 7% 2020-06-30
Pinnacle Wealth Planning Services, Inc. 18,668 19,487 4% 2020-06-30
INTEGRATED CAPITAL MANAGEMENT, INC. 18,623 20,577 9% 2020-06-30
CONSOLIDATED PLANNING CORP 0 18,584 Sold Out 2020-06-30
Mechanics Bank Trust Department 80 19,660 100% 2020-06-30
Ancora Advisors, LLC 18,536 22,023 16% 2020-06-30
FOSTER DYKEMA CABOT & CO INC/MA 18,483 18,897 2% 2020-06-30
Modera Wealth Management, LLC 18,320 19,354 5% 2020-06-30
QUADRANT CAPITAL GROUP LLC 18,272 0 New Buy 2020-06-30
FIDUCIARY TRUST CO 18,167 8,493 114% 2020-06-30
Towerpoint Wealth, LLC 18,112 17,739 2% 2020-06-30
ALESCO ADVISORS LLC 17,948 17,948 No Change 2020-06-30
Diversified Portfolios, Inc. 17,869 17,975 1% 2020-06-30
Hochman Cole Investment Advisors, Inc. 17,849 17,910 0% 2020-06-30
OLD NATIONAL BANCORP /IN/ 17,841 18,153 2% 2020-06-30
PEAPACK GLADSTONE FINANCIAL CORP 17,443 17,686 1% 2020-06-30
One Capital Management, LLC 17,408 17,304 1% 2020-06-30
NOMURA ASSET MANAGEMENT CO LTD 17,396 7,790 123% 2020-06-30
Mutual Advisors, LLC 17,371 0 New Buy 2020-06-30
HM Capital Management, LLC 17,331 17,797 3% 2020-06-30
St. Louis Trust Co 2,535 30,250 92% 2020-06-30
Smith & Howard Wealth Management, LLC 17,168 18,020 5% 2020-06-30
MONETARY MANAGEMENT GROUP INC 17,070 25,618 33% 2020-06-30
Robertson Stephens Wealth Management, LLC 17,031 16,693 2% 2020-06-30
FIRST UNITED BANK TRUST/ 16,913 20,448 17% 2020-06-30
Argent Trust Co 16,876 8,496 99% 2020-06-30
Northstar Group, Inc. 16,757 18,278 8% 2020-06-30
Pointe Capital Management LLC 16,641 17,170 3% 2020-06-30
Hillcrest Wealth Advisors - NY, LLC 16,635 16,885 1% 2020-06-30
Procyon Private Wealth Partners, LLC 16,591 0 New Buy 2020-06-30
Element Wealth, LLC 16,511 16,419 1% 2020-06-30
Ellis Investment Partners, LLC 16,500 15,723 5% 2020-06-30
Canal Capital Management, LLC 16,346 16,323 0% 2020-06-30
NORRIS PERNE & FRENCH LLP/MI 16,251 31,397 48% 2020-06-30
BBR PARTNERS, LLC 16,145 17,080 5% 2020-06-30
JACOBS LEVY EQUITY MANAGEMENT INC 16,098 0 New Buy 2020-06-30
EPIQ PARTNERS, LLC 15,975 15,500 3% 2020-06-30
Sontag Advisory, LLC 15,918 51,613 69% 2020-06-30
J.W. COLE ADVISORS, INC. 15,885 4,126 285% 2020-06-30
ENCORE BANK NA 15,663 15,726 0% 2020-06-30
Goodman & Company, Investment Counsel Ltd. 15,600 4,100 280% 2020-06-30
Midwest Professional Planners, LTD. 15,540 15,378 1% 2020-06-30
Wilshire Associates Inc 15,396 0 New Buy 2020-06-30
Texas Capital Bank Wealth Management Services Inc 15,340 16,760 8% 2020-06-30
CONGRESS ASSET MANAGEMENT CO /MA 15,302 94,878 84% 2020-06-30
Capital Asset Advisory Services LLC 15,235 15,040 1% 2020-06-30
Mosaic Family Wealth, LLC 15,050 14,995 0% 2020-06-30
Horan Securities, Inc. 14,995 14,110 6% 2020-06-30
Diversified Trust Co 14,994 14,834 1% 2020-06-30
NICOLET ADVISORY SERVICES, LLC 14,958 15,340 2% 2020-06-30
TOWNSQUARE CAPITAL LLC 14,938 9,241 62% 2020-06-30
Gladstone Institutional Advisory LLC 14,921 0 New Buy 2020-06-30
Voya Financial Advisors, Inc. 14,837 0 New Buy 2020-06-30
Legacy Advisors, LLC 14,667 14,667 No Change 2020-06-30
Icon Wealth Partners, LLC 14,601 14,601 No Change 2020-06-30
Cooper Financial Group 14,518 13,814 5% 2020-06-30
WESTWOOD HOLDINGS GROUP INC 14,360 13,482 7% 2020-06-30
Evanson Asset Management, LLC 14,311 14,261 0% 2020-06-30
FIRST NATIONAL TRUST CO 14,307 14,390 1% 2020-06-30
WETHERBY ASSET MANAGEMENT INC 14,294 8,084 77% 2020-06-30
IHT Wealth Management, LLC 14,278 18,052 21% 2020-06-30
Chevy Chase Trust Holdings, Inc. 14,177 14,324 1% 2020-06-30
New England Private Wealth Advisors LLC 13,901 15,107 8% 2020-06-30
DOWLING & YAHNKE INC 13,719 10,667 29% 2020-06-30
EisnerAmper Wealth Management Corporate Benefits, LLC 13,694 13,694 No Change 2020-06-30
Pathstone Family Office, LLC 13,671 262 5,118% 2020-06-30
HARBOR INVESTMENT ADVISORY, LLC 13,503 13,509 0% 2020-06-30
BEACON FINANCIAL GROUP 13,318 11,459 16% 2020-06-30
Nachman Norwood & Parrott, Inc 13,216 13,206 0% 2020-06-30
Wealthcare Advisory Partners LLC 13,173 14,843 11% 2020-06-30
VAN ECK ASSOCIATES CORP 13,120 40,720 68% 2020-06-30
Dorsey & Whitney Trust CO LLC 12,974 13,307 3% 2020-06-30
Well Done, LLC 12,965 12,965 No Change 2020-06-30
Legacy Wealth Planning, LLC 12,965 2,146 504% 2020-06-30
Advisory Services Network, LLC 12,962 0 New Buy 2020-06-30
We Are One Seven, LLC 12,938 13,356 3% 2020-06-30
Financial Advisors, LLC 12,819 12,931 1% 2020-06-30
LITTLE HOUSE CAPITAL LLC 12,819 0 New Buy 2020-06-30
Atlas Brown,Inc. 12,801 12,877 1% 2020-06-30
SOL Capital Management CO 12,765 12,765 No Change 2020-06-30
Financial Advocates Investment Management 12,765 13,265 4% 2020-06-30
Sharkey, Howes & Javer 12,747 13,415 5% 2020-06-30
IFP Advisors, Inc 12,727 15,133 16% 2020-06-30
AJ WEALTH STRATEGIES, LLC 12,721 0 New Buy 2020-06-30
Veracity Capital LLC 12,522 27,151 54% 2020-06-30
PRINCIPAL FINANCIAL GROUP INC 12,519 25,035 50% 2020-06-30
BARCLAYS PLC 4,900 900 444% 2020-06-30
Hall Kathryn A. 12,330 0 New Buy 2020-06-30
Global Trust Asset Management, LLC 12,316 18,502 33% 2020-06-30
IFG Advisory, LLC 12,301 11,534 7% 2020-06-30
Perigon Wealth Management, LLC 12,296 12,184 1% 2020-06-30
Financial Advisory Service, Inc. 12,274 12,335 0% 2020-06-30
CFM WEALTH PARTNERS LLC 12,264 12,159 1% 2020-06-30
FCG ADVISORS, LLC 12,232 10,612 15% 2020-06-30
Brightworth 12,208 16,013 24% 2020-06-30
YorkBridge Wealth Partners, LLC 12,149 11,905 2% 2020-06-30
SIGMA INVESTMENT COUNSELORS INC 12,148 12,337 2% 2020-06-30
Segment Wealth Management, LLC 12,093 12,837 6% 2020-06-30
AMI INVESTMENT MANAGEMENT INC 12,085 0 New Buy 2020-06-30
WESBANCO BANK INC 12,008 12,041 0% 2020-06-30
LANDAAS & CO /WI /ADV 11,987 11,911 1% 2020-06-30
Bollard Group LLC 11,980 0 New Buy 2020-06-30
CREDIT SUISSE/ 11,844 14,268 17% 2020-06-30
Lido Advisors, LLC 11,790 12,335 4% 2020-06-30
Petix & Botte Co 11,730 5,863 100% 2020-06-30
Savant Capital Management Inc 11,501 10,893 6% 2020-06-30
Cornerstone Wealth Group, LLC 11,412 4,544 151% 2020-06-30
Starfire Investment Advisers, Inc. 11,371 10,830 5% 2020-06-30
Kistler-Tiffany Companies, LLC 11,360 11,337 0% 2020-06-30
Sullivan, Bruyette, Speros & Blaney, Inc. 11,351 11,665 3% 2020-06-30
ROPES WEALTH ADVISORS LLC 11,329 4,965 128% 2020-06-30
FineMark National Bank & Trust 11,326 11,326 No Change 2020-06-30
Parsec Financial Management, Inc. 11,284 12,208 8% 2020-06-30
Burns Wealth Management, Inc. 11,090 11,009 1% 2020-06-30
PACIFIC CAPITAL WEALTH ADVISORS, INC 10,960 11,512 5% 2020-06-30
CBIZ Investment Advisory Services, LLC 10,844 11,308 4% 2020-06-30
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 10,789 14,464 25% 2020-06-30
Private Portfolio Partners LLC 10,784 0 New Buy 2020-06-30
Prospera Financial Services 10,768 0 New Buy 2020-06-30
Keebeck Alpha, LP 10,661 10,247 4% 2020-06-30
Western Wealth Management, LLC 10,648 10,457 2% 2020-06-30
Perennial Investment Advisors, LLC 10,574 11,563 9% 2020-06-30
Capital Investment Advisors, LLC 10,531 10,307 2% 2020-06-30
DIMENSION CAPITAL MANAGEMENT PARTNERS 10,472 10,472 No Change 2020-06-30
Jordan Park Group LLC 10,433 23,063 55% 2020-06-30
Glenview Trust Co 10,372 7,569 37% 2020-06-30
Stelac Advisory Services LLC 10,342 7,816 32% 2020-06-30
MERIDIAN MANAGEMENT CO 10,336 10,336 No Change 2020-06-30
Capital Analysts, Inc. 10,239 10,510 3% 2020-06-30
Franklin, Parlapiano, Turner & Welch, LLC 10,229 10,443 2% 2020-06-30
Puplava Financial Services, Inc. 10,108 9,515 6% 2020-06-30
Southern Wealth Management, LLP 10,063 10,353 3% 2020-06-30
INTRUST BANK NA 10,047 10,047 No Change 2020-06-30
Iwamoto, Kong & Co., Inc. 10,000 10,000 No Change 2020-06-30
Stonebridge Financial Planning Group, LLC 9,975 9,630 4% 2020-06-30
Plante Moran Financial Advisors Ltd Partnership 9,944 9,855 1% 2020-06-30
Sustainable Growth Advisers, LP 9,867 30,889 68% 2020-06-30
Aprio Wealth Management, LLC 9,830 10,088 3% 2020-06-30
Brookstone Capital Management 9,824 10,684 8% 2020-06-30
Goelzer Investment Management, Inc. 9,819 9,964 1% 2020-06-30
CHILTON CAPITAL MANAGEMENT LLC 9,805 0 New Buy 2020-06-30
BHK Investment Advisors, LLC 9,804 10,003 2% 2020-06-30
Sigma Planning Corp 9,773 6,657 47% 2020-06-30
ASSOCIATED BANC-CORP 1,977 2,178 9% 2020-06-30
Engrave Wealth Partners LLC 9,761 10,126 4% 2020-06-30
Rehmann Capital Advisory Group 9,700 0 New Buy 2020-06-30
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 9,658 0 New Buy 2020-06-30
OHE FINANCIAL INC 9,570 0 New Buy 2020-06-30
Annex Advisory Services, LLC 9,509 9,726 2% 2020-06-30
HOWLAND CAPITAL MANAGEMENT INC 9,436 0 New Buy 2020-06-30
GOFEN & GLOSSBERG LLC /IL/ 9,432 9,035 4% 2020-06-30
LEE DANNER & BASS INC 9,427 9,349 1% 2020-06-30
FIRST NATIONAL BANK SIOUX FALLS 9,403 10,392 10% 2020-06-30
OPTIMUM INVESTMENT ADVISORS 9,323 10,423 11% 2020-06-30
V Wealth Management,LLC 152 9,585 98% 2020-06-30
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 9,301 9,178 1% 2020-06-30
Summit Trail Advisors, LLC 9,269 10,227 9% 2020-06-30
Tarbox Group, Inc. 9,252 8,284 12% 2020-06-30
Traverso Chambers Private Wealth Management, LLC 9,242 9,280 0% 2020-06-30
Paracle Advisors, LLC 9,123 11,153 18% 2020-06-30
SMITH CAPITAL MANAGEMENT INC /AR/ADV 9,046 7,359 23% 2020-06-30
Asset Dedication, LLC 8,987 9,087 1% 2020-06-30
KCM INVESTMENT ADVISORS LLC 8,932 8,977 1% 2020-06-30
Certified Advisory Corp 8,748 9,193 5% 2020-06-30
Verdence Capital Advisors LLC 8,743 8,474 3% 2020-06-30
Blue Chip Wealth Management, Inc. 8,740 8,613 1% 2020-06-30
Strategic Family Wealth Counselors, L.L.C. 8,681 7,174 21% 2020-06-30
Capital Bank & Trust Co 8,679 8,679 No Change 2020-06-30
MIDDLETON & CO INC/MA 8,623 9,241 7% 2020-06-30
Krasney Financial LLC 8,583 8,947 4% 2020-06-30
AMALGAMATED BANK 8,564 0 New Buy 2020-06-30
Coastline Trust CO 8,550 9,560 11% 2020-06-30
Cambridge Advisors Inc. 8,506 8,757 3% 2020-06-30
Monument Capital Management 8,500 0 New Buy 2020-06-30
PAX Financial Group, LLC 8,443 9,551 12% 2020-06-30
DT Investment Partners, LLC 8,436 8,768 4% 2020-06-30
Acropolis Investment Management, LLC 8,435 8,031 5% 2020-06-30
NEXT Financial Group, Inc 5,843 8,742 33% 2020-06-30
Advisory Resource Group 8,316 7,081 17% 2020-06-30
Relative Value Partners Group, LLC 8,310 0 New Buy 2020-06-30
CWM, LLC 8,243 8,143 1% 2020-06-30
Calamos Wealth Management LLC 8,153 8,153 No Change 2020-06-30
SMITHFIELD TRUST CO 8,120 8,120 No Change 2020-06-30
Choate Investment Advisors 8,118 8,118 No Change 2020-06-30
Lloyd Advisory Services, LLC. 8,113 0 New Buy 2020-06-30
Pure Financial Advisors, Inc. 8,075 8,350 3% 2020-06-30
PRICE T ROWE ASSOCIATES INC /MD/ 8,061 0 New Buy 2020-06-30
SJA Financial Advisory, LLC 8,019 8,265 3% 2020-06-30
Portfolio Strategies, Inc. 8,017 8,355 4% 2020-06-30
TCF National Bank 8,017 10,530 24% 2020-06-30
WSFS CAPITAL MANAGEMENT, LLC 8,013 7,402 8% 2020-06-30
BANK OF MONTREAL /CAN/ 7,943 13,905 43% 2020-06-30
CHESLEY TAFT & ASSOCIATES LLC/IL 7,940 10,010 21% 2020-06-30
OXFORD FINANCIAL GROUP LTD 7,932 8,014 1% 2020-06-30
PRW Wealth Management LLC 7,838 7,038 11% 2020-06-30
MONECO Advisors, LLC 7,834 7,922 1% 2020-06-30
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 7,825 9,721 20% 2020-06-30
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 7,759 7,819 1% 2020-06-30
Integrated Wealth Concepts LLC 7,595 5,590 36% 2020-06-30
Northeast Financial Consultants Inc 7,531 7,531 No Change 2020-06-30
Pensionmark Financial Group, LLC 7,486 5,965 25% 2020-06-30
D.B. Root & Company, LLC 7,455 12,241 39% 2020-06-30
Prime Capital Investment Advisors, LLC 7,414 7,235 2% 2020-06-30
Ashfield Capital Partners, LLC 7,413 5,537 34% 2020-06-30
CHEMUNG CANAL TRUST CO 7,394 7,035 5% 2020-06-30
Csenge Advisory Group 7,391 0 New Buy 2020-06-30
Towercrest Capital Management 7,364 6,956 6% 2020-06-30
ASPIRIANT, LLC 7,361 7,862 6% 2020-06-30
Edgestream Partners, L.P. 7,353 0 New Buy 2020-06-30
JFS WEALTH ADVISORS, LLC 7,327 7,477 2% 2020-06-30
WRAPMANAGER INC 7,272 7,983 9% 2020-06-30
Kendall Capital Management 7,250 7,250 No Change 2020-06-30
PROEQUITIES, INC. 7,190 5,873 22% 2020-06-30
Radnor Capital Management, LLC 7,176 7,176 No Change 2020-06-30
Sandy Spring Bank 7,131 7,239 1% 2020-06-30
THOMAS WHITE INTERNATIONAL LTD 7,050 7,050 No Change 2020-06-30
WHITTIER TRUST CO OF NEVADA INC 7,043 9,225 24% 2020-06-30
Kingsview Wealth Management, LLC 7,003 4,744 48% 2020-06-30
Fisher Asset Management, LLC(Kenneth L. Fisher) 6,986 7,133 2% 2020-06-30
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 6,972 3,069 127% 2020-06-30
Clarius Group, LLC 6,957 12,834 46% 2020-06-30
Alliance Wealth Management Group 6,956 0 New Buy 2020-06-30
Bremer Bank National Association 6,924 6,974 1% 2020-06-30
Valmark Advisers, Inc. 6,843 8,237 17% 2020-06-30
Autus Asset Management, LLC 45 7,351 99% 2020-06-30
Palisade Asset Management, LLC 6,755 6,755 No Change 2020-06-30
Jackson Hole Capital Partners, LLC 6,747 553 1,120% 2020-06-30
Meridian Wealth Advisors, LLC 6,728 6,728 No Change 2020-06-30
National Asset Management, Inc. 6,718 6,574 2% 2020-06-30
DAVIS R M INC 6,715 6,884 2% 2020-06-30
WealthBridge Capital Management, LLC 6,711 6,711 No Change 2020-06-30
HPM Partners LLC 6,694 6,730 1% 2020-06-30
Dynamic Advisors Solutions LLC 6,681 5,147 30% 2020-06-30
TRUST CO OF VIRGINIA /VA 6,670 0 New Buy 2020-06-30
LAKE STREET ADVISORS GROUP, LLC 6,634 6,633 0% 2020-06-30
Arkadios Wealth Advisors 6,621 2,456 170% 2020-06-30
Asset Planning Services, Ltd. 6,612 6,058 9% 2020-06-30
Hartland & Co., LLC 6,594 7,080 7% 2020-06-30
Beaton Management Co. Inc. 6,566 6,566 No Change 2020-06-30
Charles Schwab Trust Co 6,532 0 New Buy 2020-06-30
VISTA CAPITAL PARTNERS, INC. 6,531 6,531 No Change 2020-06-30
Blankinship & Foster, LLC 6,518 6,659 2% 2020-06-30
Vivaldi Capital Management, LLC 6,406 6,154 4% 2020-06-30
Financial Architects, Inc 6,404 6,403 0% 2020-06-30
CAPROCK Group, Inc. 6,366 6,353 0% 2020-06-30
Allred Capital Management, LLC 6,360 5,741 11% 2020-06-30
Good Life Advisors, LLC 6,355 7,394 14% 2020-06-30
Evensky & Katz, Inc. 6,308 6,297 0% 2020-06-30
Cypress Capital Group 6,266 4,271 47% 2020-06-30
JENNISON ASSOCIATES LLC 6,230 36,418 83% 2020-06-30
MA Private Wealth 6,204 5,508 13% 2020-06-30
Beaumont Financial Partners, LLC 6,199 2,730 127% 2020-06-30
Spears Abacus Advisors LLC 6,194 6,194 No Change 2020-06-30
SMITH, MOORE & CO. 6,180 0 New Buy 2020-06-30
ERTS Wealth Advisors, LLC 6,176 0 New Buy 2020-06-30
FORTE CAPITAL LLC /ADV 6,130 0 New Buy 2020-06-30
BURNS J W & CO INC/NY 6,113 6,113 No Change 2020-06-30
WEDBUSH MORGAN SECURITIES INC 6,112 5,830 5% 2020-06-30
Beirne Wealth Consulting Services, LLC 6,089 10,966 44% 2020-06-30
Joel Isaacson & Co., LLC 6,085 5,933 3% 2020-06-30
American Investment Services, Inc. 6,053 6,493 7% 2020-06-30
SECURITY NATIONAL TRUST CO 6,008 6,000 0% 2020-06-30
Biltmore Family Office, LLC 6,000 6,579 9% 2020-06-30
Dana Investment Advisors, Inc. 5,974 0 New Buy 2020-06-30
SCBT FINANCIAL CORP 5,969 6,502 8% 2020-06-30
Willow Creek Wealth Management Inc. 5,960 6,358 6% 2020-06-30
CONDOR CAPITAL MANAGEMENT 5,954 2,324 156% 2020-06-30
HWG Holdings LP 5,952 0 New Buy 2020-06-30
Koshinski Asset Management, Inc. 5,928 1,704 248% 2020-06-30
Squar Milner Financial Services LLC 5,876 3,586 64% 2020-06-30
Financial Engines Advisors L.L.C. 5,860 6,747 13% 2020-06-30
CCG WEALTH MANAGEMENT, LLC 5,811 5,811 No Change 2020-06-30
PALLADIUM PARTNERS LLC 5,756 5,747 0% 2020-06-30
Key FInancial Inc 5,748 5,800 1% 2020-06-30
Cable Hill Partners, LLC 5,730 5,941 4% 2020-06-30
Personal Capital Advisors Corp 5,723 5,841 2% 2020-06-30
Moloney Securities Asset Management, LLC 5,697 6,719 15% 2020-06-30
PACIFIC FINANCIAL GROUP INC 5,663 5,663 No Change 2020-06-30
DONALDSON CAPITAL MANAGEMENT, LLC 5,588 5,728 2% 2020-06-30
Adviser Investments LLC 5,549 1,931 187% 2020-06-30
STRINGER ASSET MANAGEMENT, LLC 5,527 0 New Buy 2020-06-30
Integrated Advisors Network LLC 5,011 4,300 17% 2020-06-30
Smith, Salley & Associates 5,450 5,656 4% 2020-06-30
SALEM INVESTMENT COUNSELORS INC 5,435 0 New Buy 2020-06-30
Meristem, LLP 5,435 5,435 No Change 2020-06-30
SUMMIT FINANCIAL GROUP INC 5,370 5,270 2% 2020-06-30
Avestar Capital, LLC 5,324 7,526 29% 2020-06-30
TRUEWEALTH LLC 5,317 4,167 28% 2020-06-30
Epstein & White Financial LLC 5,307 5,484 3% 2020-06-30
ARGI Investment Services, LLC 5,278 4,859 9% 2020-06-30
Bogart Wealth, LLC 5,262 5,262 No Change 2020-06-30
TNB Financial 5,246 5,020 5% 2020-06-30
Geneva Partners, LLC 5,231 5,277 1% 2020-06-30
Lakeview Capital Partners, LLC 5,194 6,991 26% 2020-06-30
Resonant Capital Advisors, LLC 5,184 5,539 6% 2020-06-30
ROMAN BUTLER FULLERTON & CO 5,164 1,971 162% 2020-06-30
KANAWHA CAPITAL MANAGEMENT LLC 5,152 5,152 No Change 2020-06-30
COURIER CAPITAL CORP 5,146 5,146 No Change 2020-06-30
Milestone Group, Inc. 5,140 5,317 3% 2020-06-30
Guidance Point Advisors, LLC 5,103 5,322 4% 2020-06-30
WELCH & FORBES LLC 5,090 5,115 0% 2020-06-30
Archer Investment Corp 0 2,281 Sold Out 2020-06-30
Stonebridge Capital Advisors LLC 5,042 5,189 3% 2020-06-30
TOCQUEVILLE ASSET MANAGEMENT LP 5,033 5,008 0% 2020-06-30
GRIMES & COMPANY, INC. 5,024 5,024 No Change 2020-06-30
Buffington Mohr McNeal 4,978 4,772 4% 2020-06-30
NWK Group, Inc. 4,978 3,918 27% 2020-06-30
Advisor OS, LLC 4,941 0 New Buy 2020-06-30
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 4,936 4,714 5% 2020-06-30
Baystate Wealth Management LLC 4,926 1,847 167% 2020-06-30
Clear Creek Financial Management, LLC 4,917 5,383 9% 2020-06-30
PLANNING ALTERNATIVES LTD /ADV 4,913 4,913 No Change 2020-06-30
S.A. Mason LLC 4,904 3,071 60% 2020-06-30
Round Table Services, LLC 4,894 4,893 0% 2020-06-30
Mount Yale Investment Advisors, LLC 4,889 5,657 14% 2020-06-30
Opus Capital Group, LLC 4,880 4,880 No Change 2020-06-30
Freestone Capital Holdings, LLC 4,861 4,662 4% 2020-06-30
VALLEY NATIONAL ADVISERS INC 4,828 4,832 0% 2020-06-30
THOMPSON SIEGEL & WALMSLEY LLC 4,825 4,825 No Change 2020-06-30
Altium Wealth Management LLC 4,814 4,418 9% 2020-06-30
CAPITAL CITY TRUST CO/FL 4,765 4,765 No Change 2020-06-30
BROWN BROTHERS HARRIMAN & CO 4,750 0 New Buy 2020-06-30
Enterprise Bank & Trust Co 4,736 4,770 1% 2020-06-30
Summit Financial Strategies, Inc. 4,734 4,734 No Change 2020-06-30
Budros, Ruhlin & Roe, Inc. 4,723 5,786 18% 2020-06-30
MOODY LYNN & CO/ 4,705 4,445 6% 2020-06-30
FRONT BARNETT ASSOCIATES LLC 4,686 4,733 1% 2020-06-30
Asset Management Group, Inc. 4,682 4,661 0% 2020-06-30
Aft, Forsyth & Company, Inc. 4,670 0 New Buy 2020-06-30
Fairhaven Wealth Management, LLC 4,658 0 New Buy 2020-06-30
Glassman Wealth Services 4,651 4,698 1% 2020-06-30
Madison Asset Management, LLC 4,624 4,624 No Change 2020-06-30
Patriot Financial Group Insurance Agency, LLC 4,610 4,088 13% 2020-06-30
SPINNAKER TRUST 4,609 4,641 1% 2020-06-30
Investors Financial Group, LLC 4,583 4,568 0% 2020-06-30
UNITED BANK /VA/ 4,576 5,866 22% 2020-06-30
DSM CAPITAL PARTNERS LLC 4,572 2,586 77% 2020-06-30
CITIZENS & NORTHERN CORP 4,570 4,570 No Change 2020-06-30
Tranquility Partners, LLC 4,532 4,246 7% 2020-06-30
Berkeley Capital Partners, LLC 4,517 5,978 24% 2020-06-30
Cardinal Strategic Wealth Guidance 4,494 5,204 14% 2020-06-30
Parisi Gray Wealth Management 4,490 4,574 2% 2020-06-30
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 4,469 4,469 No Change 2020-06-30
Chicago Capital, LLC 4,434 3,887 14% 2020-06-30
Winslow, Evans & Crocker, Inc. 4,393 4,394 0% 2020-06-30
CRA Financial Services, LLC 4,372 4,306 2% 2020-06-30
DAVENPORT & CO LLC 4,350 4,350 No Change 2020-06-30
WASHINGTON TRUST CO 4,349 4,602 5% 2020-06-30
GREATMARK INVESTMENT PARTNERS, INC. 4,345 4,345 No Change 2020-06-30
EVOKE WEALTH, LLC 4,343 4,156 4% 2020-06-30
Peachtree Investment Partners, LLC 4,212 0 New Buy 2020-06-30
HANCOCK HOLDING CO 4,156 6,353 35% 2020-06-30
SVA Plumb Wealth Management, LLC 4,135 4,407 6% 2020-06-30
Arete Wealth Advisors, LLC 4,107 6,674 38% 2020-06-30
Frontier Wealth Management LLC 4,080 5,202 22% 2020-06-30
LWS Wealth Advisors, Inc. 4,072 4,385 7% 2020-06-30
PFG Advisors 4,065 2,916 39% 2020-06-30
Brookmont Capital Management 4,050 4,666 13% 2020-06-30
Total Wealth Planning, LLC 4,040 4,205 4% 2020-06-30
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 4,035 3,962 2% 2020-06-30
Carnegie Capital Asset Management, LLC 4,005 4,008 0% 2020-06-30
Cribstone Capital Management, LLC 3,914 5,566 30% 2020-06-30
SCHNIEDERS CAPITAL MANAGEMENT LLC 3,903 4,680 17% 2020-06-30
SHEETS SMITH & ASSOCIATES INC 3,900 62,692 94% 2020-06-30
LOGAN CAPITAL MANAGEMENT INC 3,884 5,191 25% 2020-06-30
CARRET ASSET MANAGEMENT 3,880 3,880 No Change 2020-06-30
TRUSTCORE FINANCIAL SERVICES, LLC 3,803 3,488 9% 2020-06-30
SVB Wealth Advisory, Inc. 3,802 3,821 0% 2020-06-30
Change Path, LLC 1,004 216 365% 2020-06-30
Transamerica Financial Advisors, Inc. 3,794 60 6,223% 2020-06-30
Chicago Partners Investment Group LLC 3,794 3,788 0% 2020-06-30
Pathway Financial Advisors LLC 3,784 3,784 No Change 2020-06-30
Maryland Capital Management, LLC 175 0 New Buy 2020-06-30
United Asset Strategies, Inc. 3,746 3,974 6% 2020-06-30
Alexandria Capital, LLC 3,745 4,021 7% 2020-06-30
Covington Capital Management 3,738 4,455 16% 2020-06-30
ASSET MANAGEMENT CORP /IL/ /ADV 3,724 3,724 No Change 2020-06-30
Man Group plc 3,709 0 New Buy 2020-06-30
MYCIO WEALTH PARTNERS, LLC 3,700 3,688 0% 2020-06-30
CAMBRIDGE TRUST CO 3,694 3,969 7% 2020-06-30
Gilbert & Cook, Inc. 3,674 4,105 10% 2020-06-30
Hudson Capital Management LLC 3,672 3,731 2% 2020-06-30
Archford Capital Strategies, LLC 3,658 3,658 No Change 2020-06-30
Beacon Financial Advisory LLC 3,648 3,647 0% 2020-06-30
SCHWAB CHARLES INVESTMENT MANAGEMENT INC 3,645 0 New Buy 2020-06-30
WMS Partners, LLC 3,636 3,608 1% 2020-06-30
WOODMONT INVESTMENT COUNSEL LLC 3,575 0 New Buy 2020-06-30
Leonard Rickey Investment Advisors P.L.L.C. 3,571 3,738 4% 2020-06-30
FLAGSHIP HARBOR ADVISORS, LLC 3,567 3,558 0% 2020-06-30
CLS INVESTMENT FIRM, LLC 3,542 3,686 4% 2020-06-30
Sabal Trust CO 3,540 3,540 No Change 2020-06-30
Miracle Mile Advisors, LLC 3,510 1,887 86% 2020-06-30
Essex Financial Services, Inc. 3,488 3,996 13% 2020-06-30
Cedar Brook Financial Partners, LLC 3,476 3,172 10% 2020-06-30
Harborview Advisors, LLC 3,460 3,661 5% 2020-06-30
TBH Global Asset Management, LLC 3,460 3,460 No Change 2020-06-30
CAPITAL ADVISORS INC/OK 3,454 0 New Buy 2020-06-30
Cornerstone Wealth Management, LLC 3,451 0 New Buy 2020-06-30
Quadrant Private Wealth Management, LLC 3,445 2,929 18% 2020-06-30
Bridgeworth, LLC 3,444 3,442 0% 2020-06-30
MARINO, STRAM & ASSOCIATES LLC 3,442 3,292 5% 2020-06-30
BINGHAM OSBORN & SCARBOROUGH LLC 3,440 4,083 16% 2020-06-30
CAPITAL INSIGHT PARTNERS, LLC 3,422 3,422 No Change 2020-06-30
Magnus Financial Group LLC 3,415 3,260 5% 2020-06-30
Clarkston Capital Partners LLC 3,407 0 New Buy 2020-06-30
Summit X, LLC 3,406 3,406 No Change 2020-06-30
S&T BANK/PA 3,405 3,405 No Change 2020-06-30
GREENLEAF TRUST 3,358 3,358 No Change 2020-06-30
ENTERPRISE FINANCIAL SERVICES CORP 3,355 0 New Buy 2020-06-30
Emerald Investment Partners, LLC 3,351 3,601 7% 2020-06-30
Samalin Investment Counsel, LLC 3,349 3,864 13% 2020-06-30
LEGAL & GENERAL GROUP PLC 3,300 16,000 79% 2020-06-30
Raab & Moskowitz Asset Management LLC 3,300 3,531 7% 2020-06-30
Andesa Financial Management Inc. 3,298 5,463 40% 2020-06-30
GLYNN JA & CO 3,284 3,869 15% 2020-06-30
YCMNET ADVISORS INC 3,245 6,155 47% 2020-06-30
CITIZENS FINANCIAL GROUP INC/RI 3,240 3,240 No Change 2020-06-30
Asset Management Investors, LLC 3,227 0 New Buy 2020-06-30
Reynders McVeigh Capital Management, LLC 3,217 3,237 1% 2020-06-30
HOURGLASS CAPITAL, LLC 3,209 3,309 3% 2020-06-30
Regent Investment Management LLC 3,190 0 New Buy 2020-06-30
APPLETON PARTNERS INC/MA 3,185 3,185 No Change 2020-06-30
Spotlight Asset Group, Inc. 3,177 9,978 68% 2020-06-30
Wealth Architects, LLC 3,148 3,169 1% 2020-06-30
Friedenthal Financial 3,146 4,063 23% 2020-06-30
DUBUQUE BANK & TRUST CO 3,142 3,142 No Change 2020-06-30
SAND HILL ADVISORS INC/CA 3,136 3,217 3% 2020-06-30
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 3,125 3,125 No Change 2020-06-30
Visionary Wealth Advisors 3,099 0 New Buy 2020-06-30
CENTAURUS FINANCIAL, INC. 3,088 2,372 30% 2020-06-30
Financial Partners Group, Inc 3,072 3,070 0% 2020-06-30
Corient Capital Partners, LLC 3,052 3,052 No Change 2020-06-30
First City Capital Management, Inc. 3,030 3,030 No Change 2020-06-30
Meridian Wealth Management, LLC 3,029 3,022 0% 2020-06-30
Ballew Advisors, Inc 3,023 0 New Buy 2020-06-30
LS Investment Advisors, LLC 3,016 3,016 No Change 2020-06-30
Private Ocean, LLC 3,008 2,498 20% 2020-06-30
Bedel Financial Consulting, Inc. 2,991 3,122 4% 2020-06-30
SHUFRO ROSE & CO LLC 2,987 3,376 12% 2020-06-30
Carlson Capital Management 2,975 2,822 5% 2020-06-30
Clear Perspective Advisors, LLC 2,961 0 New Buy 2020-06-30
PEOPLES BANK NATIONAL ASSOCIATION 2,960 3,085 4% 2020-06-30
OmniStar Financial Group, Inc. 2,957 2,953 0% 2020-06-30
Prestige Wealth Management Group LLC 2,953 3,971 26% 2020-06-30
Lee Financial CORP 2,944 2,944 No Change 2020-06-30
Van Hulzen Asset Management, LLC 2,942 4,719 38% 2020-06-30
Pinnacle Bank 2,920 3,185 8% 2020-06-30
Blue Zone Wealth Advisors, LLC 2,903 2,903 No Change 2020-06-30
Angeles Investment Advisors, LLC 2,888 2,888 No Change 2020-06-30
Syntal Capital Partners, LLC 2,865 3,078 7% 2020-06-30
Column Capital Advisors, LLC 2,847 2,847 No Change 2020-06-30
Vista Wealth Management Group, LLC 2,842 2,842 No Change 2020-06-30
Symphony Financial, Ltd. Co. 2,840 8,932 68% 2020-06-30
FARMERS & MERCHANTS INVESTMENTS INC 2,837 2,837 No Change 2020-06-30
BALLAST ADVISORS LLC 2,833 2,865 1% 2020-06-30
NORTHSTAR INVESTMENT ADVISORS LLC 2,786 2,786 No Change 2020-06-30
Twele Capital Management, Inc. 2,762 2,797 1% 2020-06-30
Cypress Wealth Services, LLC 2,757 8,011 66% 2020-06-30
NexWave Capital Partners LLC 2,756 2,751 0% 2020-06-30
ST GERMAIN D J CO INC 2,750 2,775 1% 2020-06-30
Stearns Financial Services Group 2,748 2,774 1% 2020-06-30
Stockman Asset Management 2,745 2,770 1% 2020-06-30
Ellevest, Inc. 2,728 2,599 5% 2020-06-30
Summit Investment Advisors, Inc. 2,722 11,610 77% 2020-06-30
INVERNESS COUNSEL INC /NY/ 2,721 2,721 No Change 2020-06-30
REDW Stanley Financial Advisors LLC 2,697 2,697 No Change 2020-06-30
Pinnacle Wealth Management Advisory Group, LLC 2,688 0 New Buy 2020-06-30
Ridgewood Investments LLC 2,687 2,773 3% 2020-06-30
Allen Investment Management LLC 2,671 2,671 No Change 2020-06-30
BURNEY CO/ 2,231 2,068 8% 2020-06-30
TCI Wealth Advisors, Inc. 2,635 2,479 6% 2020-06-30
Essex Savings Bank 2,634 2,634 No Change 2020-06-30
J. W. Coons Advisors, LLC 2,630 2,597 1% 2020-06-30
ROCKLAND TRUST CO 2,626 2,626 No Change 2020-06-30
BRAUN STACEY ASSOCIATES INC 2,621 2,596 1% 2020-06-30
Private Wealth Advisors, LLC 2,619 2,619 No Change 2020-06-30
Sunflower Bank, N.A. 2,616 0 New Buy 2020-06-30
Weaver Consulting Group 2,610 2,282 14% 2020-06-30
Rockbridge Investment Management, LCC 2,593 0 New Buy 2020-06-30
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,531 2,531 No Change 2020-06-30
Brendel Financial Advisors LLC 2,524 2,674 6% 2020-06-30
HARBOR ADVISORY CORP /MA/ 2,500 2,950 15% 2020-06-30
Bartlett & Co. LLC 2,500 3,792 34% 2020-06-30
LVW Advisors, LLC 2,488 2,488 No Change 2020-06-30
Plancorp, LLC 2,485 2,309 8% 2020-06-30
TORRAY LLC 2,461 2,486 1% 2020-06-30
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,458 0 New Buy 2020-06-30
Compton Wealth Advisory Group, LLC 2,457 2,455 0% 2020-06-30
KING LUTHER CAPITAL MANAGEMENT CORP 2,454 1,893 30% 2020-06-30
Jentner Corp 2,450 2,493 2% 2020-06-30
Fernwood Investment Management, LLC 2,442 2,742 11% 2020-06-30
ZACKS INVESTMENT MANAGEMENT 2,441 0 New Buy 2020-06-30
Northwest Capital Management Inc 2,441 2,441 No Change 2020-06-30
WJ Wealth Management, LLC 2,439 0 New Buy 2020-06-30
DAL Investment CO 2,421 0 New Buy 2020-06-30
BEACH INVESTMENT COUNSEL INC/PA 2,412 2,412 No Change 2020-06-30
FINANCIAL CONSULATE, INC 2,400 2,685 11% 2020-06-30
Eldridge Investment Advisors, Inc. 2,399 1,794 34% 2020-06-30
Hubbell Strickland Wealth Management, LLC 2,388 2,339 2% 2020-06-30
Legacy Private Trust Co. 2,355 2,355 No Change 2020-06-30
Bigelow Investment Advisors, LLC 2,346 2,231 5% 2020-06-30
Kavar Capital Partners, LLC 2,336 2,336 No Change 2020-06-30
FIRST MIDWEST BANK TRUST DIVISION 2,335 0 New Buy 2020-06-30
TCG Advisors, LP 2,314 0 New Buy 2020-06-30
ADIRONDACK TRUST CO 2,300 2,321 1% 2020-06-30
Capital Investment Advisory Services, LLC 2,295 2,295 No Change 2020-06-30
Sunbelt Securities, Inc. 2,275 0 New Buy 2020-06-30
GYL FINANCIAL SYNERGIES, LLC 2,273 2,557 11% 2020-06-30
HC Advisors, LLC 2,271 0 New Buy 2020-06-30
LEAVELL INVESTMENT MANAGEMENT, INC. 2,267 2,267 No Change 2020-06-30
Avondale Wealth Management 2,218 2,218 No Change 2020-06-30
LYELL WEALTH MANAGEMENT, LP 2,216 2,216 No Change 2020-06-30
ARLINGTON PARTNERS LLC 2,211 2,211 No Change 2020-06-30
Tortoise Investment Management, LLC 2,203 2,703 18% 2020-06-30
MISSION CREEK CAPITAL PARTNERS, INC 2,196 0 New Buy 2020-06-30
BlueSky Wealth Advisors, LLC 2,179 2,248 3% 2020-06-30
COZAD ASSET MANAGEMENT INC 2,174 0 New Buy 2020-06-30
BANK OF THE WEST 2,173 2,718 20% 2020-06-30
Independence Bank of Kentucky 2,172 2,172 No Change 2020-06-30
TRADITION ASSET MANAGEMENT LLC 2,162 2,267 5% 2020-06-30
Sepio Capital, LLC 2,147 2,147 No Change 2020-06-30
Rice Partnership, LLC 2,138 2,174 2% 2020-06-30
SAWGRASS ASSET MANAGEMENT LLC 2,108 5,511 62% 2020-06-30
OLD DOMINION CAPITAL MANAGEMENT INC 2,104 2,104 No Change 2020-06-30
Private Wealth Partners, LLC 2,101 2,101 No Change 2020-06-30
Claro Advisors LLC 2,100 2,130 1% 2020-06-30
CFO4Life Group, LLC 2,097 2,097 No Change 2020-06-30
MIRSKY FINANCIAL MANAGEMENT CORP. 2,096 2,096 No Change 2020-06-30
Matthew Goff Investment Advisor, LLC 2,082 2,082 No Change 2020-06-30
QCI ASSET MANAGEMENT INC/NY 2,080 2,080 No Change 2020-06-30
Sage Capital Advisors,llc 2,079 2,079 No Change 2020-06-30
Brown Advisory Securities, LLC 2,069 1,740 19% 2020-06-30
Verition Fund Managegment LLC 2,062 0 New Buy 2020-06-30
S.E.E.D. Planning Group LLC 2,050 0 New Buy 2020-06-30
Capital Financial Planning, LLC 2,044 0 New Buy 2020-06-30
GW HENSSLER & ASSOCIATES LTD 2,038 2,038 No Change 2020-06-30
Wellington Shields Capital Management, LLC 2,034 1,633 25% 2020-06-30
Steel Peak Wealth Management LLC 2,030 0 New Buy 2020-06-30
REGENTATLANTIC CAPITAL LLC 2,010 1,589 26% 2020-06-30
EVERGREEN CAPITAL MANAGEMENT LLC 2,004 0 New Buy 2020-06-30
Checchi Capital Advisers, LLC 2,000 2,000 No Change 2020-06-30
SAGE RHINO CAPITAL LLC 2,000 2,000 No Change 2020-06-30
Wealth Alliance 1,993 16,239 88% 2020-06-30
PERSONAL CFO SOLUTIONS, LLC 1,990 3,629 45% 2020-06-30
Soundwatch Capital LLC 1,963 0 New Buy 2020-06-30
MCF Advisors LLC 1,957 2,018 3% 2020-06-30
McIlrath & Eck, LLC 1,944 0 New Buy 2020-06-30
Gibson Capital Management, Ltd. 1,930 1,930 No Change 2020-06-30
HOWARD WEALTH MANAGEMENT, LLC 1,917 2,042 6% 2020-06-30
Karp Capital Management Corp 1,903 1,606 18% 2020-06-30
High Falls Advisors, Inc 1,901 0 New Buy 2020-06-30
Apexium Financial, LP 1,901 1,917 1% 2020-06-30
McNamara Financial Services, Inc. 1,897 1,914 1% 2020-06-30
Hilton Capital Management, LLC 1,888 1,888 No Change 2020-06-30
STEPHENSON NATIONAL BANK & TRUST 1,870 1,870 No Change 2020-06-30
ARQ WEALTH ADVISORS, LLC 1,870 1,925 3% 2020-06-30
ARBOR TRUST WEALTH ADVISORS, LLC 1,866 1,866 No Change 2020-06-30
Watchman Group, Inc. 1,850 2,550 27% 2020-06-30
RGT Capital Management, Ltd. 1,844 0 New Buy 2020-06-30
Ledyard National Bank 1,841 1,469 25% 2020-06-30
Belpointe Asset Management LLC 1,841 0 New Buy 2020-06-30
Secure Asset Management, LLC 1,835 1,835 No Change 2020-06-30
King Wealth Management Group, LLC 1,811 2,207 18% 2020-06-30
Harfst & Associates, Inc. 1,810 2,565 29% 2020-06-30
ESL Trust Services, LLC 1,809 0 New Buy 2020-06-30
Liberty Capital Management, Inc. 1,805 1,805 No Change 2020-06-30
Columbia Trust Co 01012016 1,804 2,019 11% 2020-06-30
Hanson McClain, Inc. 1,802 194,206 99% 2020-06-30
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,800 1,766 2% 2020-06-30
HOWE & RUSLING INC 1,796 1,891 5% 2020-06-30
WEATHERLY ASSET MANAGEMENT LP /ADV 1,793 1,793 No Change 2020-06-30
BANK OF STOCKTON 1,790 1,944 8% 2020-06-30
Horst & Graben Wealth Management LLC 1,790 0 New Buy 2020-06-30
MAGNOLIA CAPITAL ADVISORS LLC 1,781 1,781 No Change 2020-06-30
AYRSHIRE ASSOCIATES INC 1,771 1,771 No Change 2020-06-30
SNS Financial Group, LLC 1,771 1,771 No Change 2020-06-30
Circle Wealth Management, LLC 1,770 1,761 1% 2020-06-30
Bragg Financial Advisors, Inc 1,765 0 New Buy 2020-06-30
Orgel Wealth Management, LLC 1,760 1,760 No Change 2020-06-30
Shepherd Financial Partners LLC 1,759 2,016 13% 2020-06-30
Riverpoint Wealth Management Holdings, LLC 1,756 1,756 No Change 2020-06-30
Aptus Capital Advisors, LLC 1,745 2,007 13% 2020-06-30
Ironwood Investment Counsel, LLC 1,741 1,851 6% 2020-06-30
PEDDOCK CAPITAL ADVISORS, LLC 1,734 1,734 No Change 2020-06-30
Northwest Bancshares, Inc. 1,728 0 New Buy 2020-06-30
Next Capital Management LLC 1,711 0 New Buy 2020-06-30
Resource Management, LLC 1,707 3,002 43% 2020-06-30
Apella Capital, LLC 1,704 1,704 No Change 2020-06-30
First Command Bank 1,696 1,927 12% 2020-06-30
First Command Financial Services, Inc. 1,696 1,927 12% 2020-06-30
BRANDYWINE OAK PRIVATE WEALTH LLC 1,695 1,826 7% 2020-06-30
Stuart Chaussee & Associates, Inc. 1,682 850 98% 2020-06-30
STATE STREET CORP 1,680 1,680 No Change 2020-06-30
RESTON WEALTH MANAGEMENT LLC 1,670 1,666 0% 2020-06-30
Insight Wealth Strategies, LLC 1,663 1,914 13% 2020-06-30
BBK Capital Partners, LLC 1,657 0 New Buy 2020-06-30
HCR Wealth Advisors 1,656 1,656 No Change 2020-06-30
WOLVERINE ASSET MANAGEMENT LLC 1,650 0 New Buy 2020-06-30
Hartford Financial Management Inc. 1,641 1,641 No Change 2020-06-30
OneAscent Financial Services LLC 1,635 1,625 1% 2020-06-30
McAdam, LLC 1,632 1,632 No Change 2020-06-30
WASHINGTON TRUST BANK 1,615 1,715 6% 2020-06-30
ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,610 0 New Buy 2020-06-30
Beech Hill Advisors, Inc. 1,603 2,490 36% 2020-06-30
Gryphon Financial Partners LLC 1,603 1,975 19% 2020-06-30
Colonial Asset Management, Inc. 1,602 1,602 No Change 2020-06-30
Chesapeake Wealth Management 1,595 2,060 23% 2020-06-30
Lindbrook Capital, LLC 1,584 1,090 45% 2020-06-30
Feltz Wealth PLAN Inc. 1,579 0 New Buy 2020-06-30
Sugarloaf Wealth Management, LLC 1,558 1,558 No Change 2020-06-30
Fulcrum Capital LLC 1,557 1,897 18% 2020-06-30
OAK RIDGE INVESTMENTS LLC 1,552 2,667 42% 2020-06-30
Taylor Hoffman Wealth Management 1,551 1,608 4% 2020-06-30
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 1,542 1,642 6% 2020-06-30
Empirical Financial Services, LLC 1,526 1,526 No Change 2020-06-30
PETTYJOHN CO 1,521 1,521 No Change 2020-06-30
Telos Capital Management, Inc. 1,520 1,520 No Change 2020-06-30
Sheaff Brock Investment Advisors, LLC 1,520 1,520 No Change 2020-06-30
Coho Partners, Ltd. 1,517 0 New Buy 2020-06-30
Salomon & Ludwin, LLC 1,504 1,504 No Change 2020-06-30
Bridgecreek Investment Management, LLC 1,500 1,500 No Change 2020-06-30
LGL PARTNERS, LLC 1,494 1,491 0% 2020-06-30
Burt Wealth Advisors 1,486 1,487 0% 2020-06-30
GERMAN AMERICAN BANCORP, INC. 1,485 2,047 27% 2020-06-30
HYA Advisors, Inc 1,461 1,448 1% 2020-06-30
Paradigm Financial Partners, LLC 1,454 0 New Buy 2020-06-30
WFA of San Diego, LLC 1,448 0 New Buy 2020-06-30
MOTCO 1,432 1,472 3% 2020-06-30
Royal Harbor Partners, LLC 1,432 1,432 No Change 2020-06-30
VAN STRUM & TOWNE INC 1,426 1,426 No Change 2020-06-30
Pinnacle Advisory Group, Inc. 1,426 0 New Buy 2020-06-30
55I, LLC 1,426 1,480 4% 2020-06-30
HENGEHOLD CAPITAL MANAGEMENT LLC 1,411 1,426 1% 2020-06-30
JNBA Financial Advisors 1,403 1,075 31% 2020-06-30
360 Financial, Inc. 1,392 1,492 7% 2020-06-30
KLINGENSTEIN FIELDS & CO LLC 1,380 1,380 No Change 2020-06-30
FOSTER & MOTLEY INC 1,371 0 New Buy 2020-06-30
Eudaimonia Partners, LLC 1,369 1,987 31% 2020-06-30
Bristlecone Advisors, LLC 1,365 1,365 No Change 2020-06-30
FIRST MANHATTAN CO 1,360 1,360 No Change 2020-06-30
LexAurum Advisors, LLC 1,358 1,372 1% 2020-06-30
USCA RIA LLC 1,355 1 135,400% 2020-06-30
BOURGEON CAPITAL MANAGEMENT LLC 1,350 1,350 No Change 2020-06-30
NorthCoast Asset Management LLC 1,348 0 New Buy 2020-06-30
Iron Financial, LLC 1,344 1,344 No Change 2020-06-30
Moors & Cabot, Inc. 1,338 0 New Buy 2020-06-30
KCS Wealth Advisory 1,337 1,350 1% 2020-06-30
SeaCrest Wealth Management, LLC 1,331 1,528 13% 2020-06-30
CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,330 1,330 No Change 2020-06-30
FIRST AMERICAN TRUST CO 1,323 0 New Buy 2020-06-30
Family Firm, Inc. 1,321 0 New Buy 2020-06-30
Abbrea Capital, LLC 1,318 2,353 44% 2020-06-30
Abbot Financial Management, Inc. 1,318 1,400 6% 2020-06-30
CYPRESS CAPITAL MANAGEMENT LLC 1,308 0 New Buy 2020-06-30
FFT WEALTH MANAGEMENT LLC 1,305 0 New Buy 2020-06-30
FORT PITT CAPITAL GROUP, LLC 1,304 0 New Buy 2020-06-30
Vigilant Capital Management, LLC 1,300 1,300 No Change 2020-06-30
Hillstrust 1,300 0 New Buy 2020-06-30
STRATEGY ASSET MANAGERS LLC 1,294 0 New Buy 2020-06-30
Peninsula Wealth, LLC 1,294 0 New Buy 2020-06-30
LCNB CORP 1,284 1,381 7% 2020-06-30
TEXAS CAPITAL BANCSHARES INC/TX 1,277 0 New Buy 2020-06-30
LBMC INVESTMENT ADVISORS, LLC 1,277 0 New Buy 2020-06-30
CREATIVE FINANCIAL DESIGNS INC /ADV 1,277 188 579% 2020-06-30
CAPE COD FIVE CENTS SAVINGS BANK 1,275 3,036 58% 2020-06-30
Legacy Wealth Management, Inc 1,274 0 New Buy 2020-06-30
BOSTON FAMILY OFFICE LLC 1,272 0 New Buy 2020-06-30
Head & Associates, LLC 1,269 0 New Buy 2020-06-30
Silicon Hills Wealth Management, LLC 1,262 0 New Buy 2020-06-30
USAdvisors Wealth Management, LLC 1,261 0 New Buy 2020-06-30
Aureus Asset Management, LLC 1,257 0 New Buy 2020-06-30
Kore Private Wealth LLC 1,247 0 New Buy 2020-06-30
Alpha Cubed Investments, LLC 1,242 5,431 77% 2020-06-30
Vestmark Advisory Solutions, Inc. 1,242 1,688 26% 2020-06-30
Coastal Investment Advisors, Inc. 1,242 1,498 17% 2020-06-30
Klingman & Associates, LLC 1,240 0 New Buy 2020-06-30
TrinityPoint Wealth, LLC 1,239 0 New Buy 2020-06-30
FCA CORP /TX 1,235 1,235 No Change 2020-06-30
INGALLS & SNYDER LLC 1,233 0 New Buy 2020-06-30
Fort Point Capital Partners, LLC 1,232 0 New Buy 2020-06-30
Praetorian Wealth Management, Inc. 1,229 0 New Buy 2020-06-30
Stordahl Capital Management, Inc. 1,223 0 New Buy 2020-06-30
Wealthquest Corp 1,222 0 New Buy 2020-06-30
HBW Advisory Services LLC 1,221 0 New Buy 2020-06-30
Morris Capital Advisors, LLC 1,210 1,879 36% 2020-06-30
Wechter Feldman Wealth Management, Inc. 1,210 0 New Buy 2020-06-30
MASTRAPASQUA ASSET MANAGEMENT INC 1,207 0 New Buy 2020-06-30
FARR MILLER & WASHINGTON LLC/DC 1,173 0 New Buy 2020-06-30
Kingfisher Capital LLC 1,171 0 New Buy 2020-06-30
Kovack Advisors, Inc. 1,158 1,610 28% 2020-06-30
Oxbow Advisors, LLC 1,150 0 New Buy 2020-06-30
YOUNGS ADVISORY GROUP, INC. 1,148 0 New Buy 2020-06-30
One Charles Private Wealth Services, LLC 1,148 0 New Buy 2020-06-30
Carmichael Hill & Associates, Inc. 1,141 1,141 No Change 2020-06-30
Clark Capital Management Group, Inc. 1,137 0 New Buy 2020-06-30
ELEMENT POINTE ADVISORS, LLC 1,134 0 New Buy 2020-06-30
PACIFIC SUN FINANCIAL CORP 1,133 0 New Buy 2020-06-30
NBT BANK N A /NY 1,132 0 New Buy 2020-06-30
Graves-Light Private Wealth Management, Inc. 1,130 0 New Buy 2020-06-30
BLB&B Advisors, LLC 1,119 0 New Buy 2020-06-30
WESTFIELD CAPITAL MANAGEMENT CO LP 1,117 0 New Buy 2020-06-30
Front Row Advisors LLC 1,110 1,300 15% 2020-06-30
Principle Wealth Partners LLC 1,110 0 New Buy 2020-06-30
NovaPoint Capital, LLC 1,110 1,326 16% 2020-06-30
New Potomac Partners, LLC 1,100 1,200 8% 2020-06-30
Campbell Wealth Management 1,098 0 New Buy 2020-06-30
Cedar Wealth Management, LLC 1,095 0 New Buy 2020-06-30
DARRELL & KING LLC 1,087 2,186 50% 2020-06-30
WEALTHSOURCE PARTNERS, LLC 1,084 0 New Buy 2020-06-30
OLD SECOND NATIONAL BANK OF AURORA 1,081 1,081 No Change 2020-06-30
COUNTRY TRUST BANK 1,078 1,078 No Change 2020-06-30
ROBERTS GLORE & CO INC /IL/ 1,076 0 New Buy 2020-06-30
MERIDIAN INVESTMENT COUNSEL INC. 1,067 0 New Buy 2020-06-30
ERn Financial, LLC 1,065 1,522 30% 2020-06-30
MASSMUTUAL TRUST CO FSB/ADV 1,059 2,559 59% 2020-06-30
Broadleaf Partners, LLC 1,051 0 New Buy 2020-06-30
ANDERSON FISHER LLC 1,044 114 816% 2020-06-30
LOOMIS SAYLES & CO L P 1,039 14,091 93% 2020-06-30
Edge Wealth Management LLC 1,029 1,029 No Change 2020-06-30
Selective Wealth Management 1,017 1,012 0% 2020-06-30
WESPAC Advisors SoCal, LLC 1,015 0 New Buy 2020-06-30
PAYDEN & RYGEL 1,000 1,000 No Change 2020-06-30
Legacy Bridge, LLC 1,000 1,000 No Change 2020-06-30
Patriot Investment Management Inc. 999 0 New Buy 2020-06-30
Aspire Private Capital, LLC 992 992 No Change 2020-06-30
BEESE FULMER INVESTMENT MANAGEMENT, INC. 968 0 New Buy 2020-06-30
Capital Investment Counsel, Inc 959 0 New Buy 2020-06-30
BENJAMIN F. EDWARDS & COMPANY, INC. 955 955 No Change 2020-06-30
Armor Investment Advisors, LLC 917 917 No Change 2020-06-30
Main Management LLC 915 915 No Change 2020-06-30
TrueNorth, Inc. 910 0 New Buy 2020-06-30
Larson Financial Group LLC 906 899 1% 2020-06-30
Sonora Investment Management, LLC 845 826 2% 2020-06-30
PrairieView Partners, LLC 838 838 No Change 2020-06-30
HORIZON BANCORP /IN/ 815 815 No Change 2020-06-30
PIN OAK INVESTMENT ADVISORS INC 811 811 No Change 2020-06-30
REILLY FINANCIAL ADVISORS, LLC 803 903 11% 2020-06-30
Bay Harbor Wealth Management, LLC 772 772 No Change 2020-06-30
First Personal Financial Services 765 765 No Change 2020-06-30
LIBERTY WEALTH MANAGEMENT LLC 756 1,316 43% 2020-06-30
CABANA LLC 741 0 New Buy 2020-06-30
TRUE Private Wealth Advisors 721 721 No Change 2020-06-30
TD Capital Management LLC 717 717 No Change 2020-06-30
CNB Bank 701 0 New Buy 2020-06-30
Tradewinds Capital Management, LLC 683 683 No Change 2020-06-30
Retirement Network 647 0 New Buy 2020-06-30
Apollon Wealth Management, LLC 630 0 New Buy 2020-06-30
Focused Wealth Management, Inc 612 631 3% 2020-06-30
KINGS POINT CAPITAL MANAGEMENT 597 742 20% 2020-06-30
Trust Co 592 592 No Change 2020-06-30
TRUST CO OF VERMONT 585 585 No Change 2020-06-30
Providence Capital Advisors, LLC 582 582 No Change 2020-06-30
Affiance Financial, LLC 581 581 No Change 2020-06-30
CX Institutional 573 629 9% 2020-06-30
Stewardship Financial Advisors, LLC 569 48 1,085% 2020-06-30
Investors Research Corp 565 565 No Change 2020-06-30
Lenox Wealth Management, Inc. 560 629 11% 2020-06-30
BALDWIN BROTHERS INC/MA 530 530 No Change 2020-06-30
Laurel Wealth Advisors LLC 525 525 No Change 2020-06-30
Hudock Moyer Wealth Resources, LLC 519 324 60% 2020-06-30
Fusion Family Wealth LLC 496 908 45% 2020-06-30
Clearbridge Advisors, LLC 492 0 New Buy 2020-06-30
BLUE SQUARE ASSET MANAGEMENT, LLC 475 0 New Buy 2020-06-30
Horrell Capital Management, Inc. 450 450 No Change 2020-06-30
Norway Savings Bank 431 100 331% 2020-06-30
Gradient Investments LLC 411 345 19% 2020-06-30
Perkins Coie Trust Co 400 400 No Change 2020-06-30
Rocky Mountain Advisers, LLC 356 356 No Change 2020-06-30
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 353 0 New Buy 2020-06-30
ABSOLUTE INVESTMENT MANAGEMENT LLC 330 279 18% 2020-06-30
Joseph P. Lucia & Associates, LLC 314 314 No Change 2020-06-30
Sageworth Trust Co 309 0 New Buy 2020-06-30
Barrett Asset Management, LLC 300 300 No Change 2020-06-30
HM PAYSON & CO 290 0 New Buy 2020-06-30
Sowa Financial Group, Inc. 290 290 No Change 2020-06-30
Efficient Wealth Management LLC 288 288 No Change 2020-06-30
1776 Wealth LLC 285 0 New Buy 2020-06-30
Jackson, Grant Investment Advisers, Inc. 282 281 0% 2020-06-30
Quantbot Technologies LLC 266 0 New Buy 2020-06-30
Belmont Capital, LLC 266 266 No Change 2020-06-30
Cordasco Financial Network 251 251 No Change 2020-06-30
Granite Investment Partners, LLC 245 43 470% 2020-06-30
Lenox Wealth Advisors, Inc. 239 152 57% 2020-06-30
Atlas Private Wealth Management 236 0 New Buy 2020-06-30
SYM FINANCIAL CORPORATION 234 234 No Change 2020-06-30
ATTICUS WEALTH MANAGEMENT, LLC 229 181 27% 2020-06-30
Jacobi Capital Management LLC 228 1,040 78% 2020-06-30
Cranbrook Wealth Management, LLC 212 0 New Buy 2020-06-30
RESOURCES MANAGEMENT CORP /CT/ /ADV 192 192 No Change 2020-06-30
Core Wealth Advisors, Inc. 178 178 No Change 2020-06-30
JACKSON SQUARE CAPITAL, LLC 177 177 No Change 2020-06-30
DELTA ASSET MANAGEMENT LLC/TN 175 175 No Change 2020-06-30
CVA Family Office, LLC 175 175 No Change 2020-06-30
Filbrandt Wealth Management, LLC 165 14 1,079% 2020-06-30
HC FINANCIAL ADVISORS INC 153 153 No Change 2020-06-30
RPG Investment Advisory, LLC 150 150 No Change 2020-06-30
Enterprise Trust & Investment Co 150 150 No Change 2020-06-30
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 146 146 No Change 2020-06-30
Farmers & Merchants Trust Co of Chambersburg PA 135 135 No Change 2020-06-30
Coastal Capital Group, Inc. 135 134 1% 2020-06-30
Vectors Research Management, LLC 125 0 New Buy 2020-06-30
Investment Research & Advisory Group, Inc. 115 115 No Change 2020-06-30
Centerpoint Advisors, LLC 101 101 No Change 2020-06-30
Truvestments Capital LLC 100 0 New Buy 2020-06-30
MANCHESTER FINANCIAL INC 100 100 No Change 2020-06-30
Litman Gregory Asset Management LLC 92 92 No Change 2020-06-30
MPS Loria Financial Planners, LLC 91 0 New Buy 2020-06-30
Lehman & Derafelo Financial Resources LLC 85 85 No Change 2020-06-30
Davis Capital Management 77 0 New Buy 2020-06-30
HawsGoodwin Investment Management LLC 74 74 No Change 2020-06-30
CENTRAL BANK & TRUST CO 73 0 New Buy 2020-06-30
PineBridge Investments Ltd 69 0 New Buy 2020-06-30
First PREMIER Bank 68 68 No Change 2020-06-30
MBM Wealth Consultants, LLC 66 66 No Change 2020-06-30
HighMark Wealth Management LLC 56 56 No Change 2020-06-30
Costello Asset Management, INC 48 0 New Buy 2020-06-30
AllSquare Wealth Management LLC 44 0 New Buy 2020-06-30
Your Advocates Ltd., LLP 35 35 No Change 2020-06-30
Savior LLC 26 26 No Change 2020-06-30
Braun-Bostich & Associates Inc. 19 0 New Buy 2020-06-30
ARROW FINANCIAL CORP 14 0 New Buy 2020-06-30
Lowe fs, LLC 13 13 No Change 2020-06-30
PRIVATE CAPITAL MANAGEMENT LLC 2 2,719 100% 2020-06-30
Renaissance Technologies(Jim Simons) 0 7,952 Sold Out 2020-06-30
SECURITY NATIONAL BANK OF SO DAK 0 19,354 Sold Out 2020-06-30
AMI ASSET MANAGEMENT CORP 0 19,710 Sold Out 2020-06-30
OAKWOOD CAPITAL MANAGEMENT LLC/CA 0 19,355 Sold Out 2020-06-30
Country Club Trust Company, n.a. 0 98,659 Sold Out 2020-06-30
AVALON ADVISORS L P 0 5,189 Sold Out 2020-06-30
Advisors Capital Management, LLC 0 1,519 Sold Out 2020-06-30
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0 3,694 Sold Out 2020-06-30
EDGEWOOD MANAGEMENT LLC 0 4,390 Sold Out 2020-06-30
ATLANTA CAPITAL MANAGEMENT CO L L C 0 3,152 Sold Out 2020-06-30
SANDS CAPITAL MANAGEMENT, LLC 0 28,550 Sold Out 2020-06-30
MCMILLION CAPITAL MANAGEMENT INC 0 135 Sold Out 2020-06-30
Timber Hill LLC 0 8,300 Sold Out 2020-06-30
JUMP TRADING, LLC 0 4,015 Sold Out 2020-06-30
M Holdings Securities, Inc. 0 12,611 Sold Out 2020-06-30
VICTORY CAPITAL MANAGEMENT INC 0 3,331 Sold Out 2020-06-30
Sequoia Financial Advisors, LLC 0 3,549 Sold Out 2020-06-30
Advisory Alpha, LLC 0 111 Sold Out 2020-06-30
BANK HAPOALIM BM 0 1,410 Sold Out 2020-06-30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0 3,786 Sold Out 2020-06-30
Financial Enhancement Group LLC 0 48 Sold Out 2020-06-30
Migdal Insurance & Financial Holdings Ltd. 0 120 Sold Out 2020-06-30
Harwood Advisory Group, LLC 0 737 Sold Out 2020-06-30
Cascade Investment Advisors, Inc. 0 15 Sold Out 2020-06-30
Connecticut Wealth Management, LLC 0 37,765 Sold Out 2020-06-30
LEVEL FOUR ADVISORY SERVICES, LLC 0 10,265 Sold Out 2020-06-30
Blue Sky Asset Management, LLC 0 2,877 Sold Out 2020-06-30
Sound Income Strategies, LLC 0 39 Sold Out 2020-06-30
Forefront Analytics, LLC 0 125 Sold Out 2020-06-30
G&S Capital LLC 0 500 Sold Out 2020-06-30
Dougherty Wealth Advisers LLC 0 1,327 Sold Out 2020-06-30
Stratos Wealth Advisors, LLC 0 791 Sold Out 2020-06-30
Provident Wealth Management, LLC 0 31 Sold Out 2020-06-30
MBE Wealth Management, LLC 0 19 Sold Out 2020-06-30
Aurora Private Wealth, Inc. 0 1,540 Sold Out 2020-06-30
GFG Capital, LLC 0 1,768 Sold Out 2020-06-30
Americana Partners, LLC 0 5,549 Sold Out 2020-06-30
Wealth Quarterback LLC 0 661 Sold Out 2020-06-30
TRANSCEND WEALTH COLLECTIVE, LLC 0 14,896 Sold Out 2020-06-30
Sailer Financial LLC 0 1,100 Sold Out 2020-06-30
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 0 1,885 Sold Out 2020-06-30
Royal Fund Management, LLC 0 2,359 Sold Out 2020-06-30
tru Independence LLC 0 501 Sold Out 2020-06-30
Richard P Slaughter Associates Inc 0 1,170 Sold Out 2020-06-30
PNC FINANCIAL SERVICES GROUP INC 3,061,912 3,102,194 1% 2020-03-31
Atlantic Trust Group, LLC 666,655 654,583 2% 2020-03-31
MML INVESTORS SERVICES, LLC 395,386 413,520 4% 2020-03-31
Steward Partners Investment Advisory, LLC 260,254 289,678 10% 2020-03-31
GV Capital Management 210,995 218,544 3% 2020-03-31
Strategic Wealth Advisors Group,Inc. 94,498 94,561 0% 2020-03-31
Noven Financial Group, Inc. 94,176 14,085 569% 2020-03-31
Curtis Advisory Group, LLC 78,411 77,720 1% 2020-03-31
DEUTSCHE BANK AG 66,723 52,392 27% 2020-03-31
VAUGHAN AND COMPANY SECURITIES, INC. 64,062 68,587 7% 2020-03-31
Argent Wealth Management LLC 58,111 56,061 4% 2020-03-31
Integer Wealth Advisors Group LLC 47,255 45,197 5% 2020-03-31
Independence Wealth Advisors, Inc. 34,983 36,683 5% 2020-03-31
JNB Advisors LLC 29,985 0 New Buy 2020-03-31
TOBIAS FINANCIAL ADVISORS, INC. 23,280 24,247 4% 2020-03-31
Arden Trust Co 21,737 30,105 28% 2020-03-31
Princeton Global Asset Management LLC 14,273 0 New Buy 2020-03-31
Pennsylvania Trust Co 13,168 0 New Buy 2020-03-31
Resources Investment Advisors, Inc. 12,249 10,328 19% 2020-03-31
BOYS ARNOLD & CO INC 11,353 11,477 1% 2020-03-31
Relyea Zuckerberg Hanson LLC 10,393 13,534 23% 2020-03-31
Laurel Wealth Advisors, Inc. 10,297 10,259 0% 2020-03-31
PIEDMONT INVESTMENT ADVISORS LLC 9,753 21,921 56% 2020-03-31
RPg Family Wealth Advisory, LLC 9,701 5,513 76% 2020-03-31
Manchester Capital Management LLC 8,154 23,719 66% 2020-03-31
ZWJ INVESTMENT COUNSEL INC 7,390 7,390 No Change 2020-03-31
First National Bank of Hutchinson 7,000 6,313 11% 2020-03-31
PagnatoKarp Partners LLC 6,809 6,797 0% 2020-03-31
ACIMA PRIVATE WEALTH, LLC 6,404 6,539 2% 2020-03-31
VERUS CAPITAL PARTNERS, LLC 5,625 8,299 32% 2020-03-31
S&CO INC 5,499 5,499 No Change 2020-03-31
BRADLEY FOSTER & SARGENT INC/CT 5,030 5,130 2% 2020-03-31
FIRST FINANCIAL CORP /IN/ 4,563 4,773 4% 2020-03-31
Waterloo Capital, L.P. 4,199 0 New Buy 2020-03-31
Wealthstar Advisors, LLC 3,655 4,087 11% 2020-03-31
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 3,500 0 New Buy 2020-03-31
Huber Financial Advisors, LLC 2,754 2,761 0% 2020-03-31
VESTOR CAPITAL CORP 2,228 2,228 No Change 2020-03-31
Stratford Consulting, LLC 1,557 1,557 No Change 2020-03-31
LVM CAPITAL MANAGEMENT LTD/MI 1,460 1,485 2% 2020-03-31
Paragon Capital Management LLC 1,413 1,413 No Change 2020-03-31
Center for Financial Planning, Inc. 1,041 175 495% 2020-03-31
Golden State Wealth Management, LLC 941 0 New Buy 2020-03-31
Lake Point Wealth Management 59 160 63% 2020-03-31
Founders Capital Management 36 36 No Change 2020-03-31
TOTH FINANCIAL ADVISORY CORP 35 30 17% 2020-03-31
Westside Investment Management, Inc. 6 0 New Buy 2020-03-31
CHICAGO EQUITY PARTNERS LLC 0 3,900 Sold Out 2020-03-31
Regis Management CO LLC 0 1,265 Sold Out 2020-03-31
CAPITAL FUND MANAGEMENT S.A. 0 2,800 Sold Out 2020-03-31
Willingdon Wealth Management 0 206 Sold Out 2020-03-31
Gierl Augustine Investment Management Inc 0 73 Sold Out 2020-03-31
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