Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
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
Stairway Partners, LLC 276,319 276,944 0% 2020-03-31
Marquette Asset Management Inc. 183,786 186,007 1% 2020-03-31
LBJ Family Wealth Advisors, Ltd. 156,166 175,527 11% 2020-03-31
E&G Advisors, LP 128,430 122,978 4% 2020-03-31
Ellenbecker Investment Group 127,848 130,339 2% 2020-03-31
FULTON BANK, N.A. 112,424 103,814 8% 2020-03-31
O'Brien Wealth Partners LLC 66,933 68,900 3% 2020-03-31
LifePlan Financial Group, Inc 42,923 44,991 5% 2020-03-31
White Lighthouse Investment Management Inc. 32,683 35,280 7% 2020-03-31
Jordan Park Group LLC 23,063 8,917 159% 2020-03-31
Harbour Capital Advisors, LLC 22,318 22,418 0% 2020-03-31
Advocacy Wealth Management Services, LLC 22,037 6,836 222% 2020-03-31
IMS Capital Management 18,919 17,584 8% 2020-03-31
Global Trust Asset Management, LLC 18,502 18,373 1% 2020-03-31
EisnerAmper Wealth Management Corporate Benefits, LLC 13,694 13,694 No Change 2020-03-31
Pure Financial Advisors, Inc. 8,350 7,669 9% 2020-03-31
Radnor Capital Management, LLC 7,176 7,691 7% 2020-03-31
CHEMUNG CANAL TRUST CO 7,035 0 New Buy 2020-03-31
BURNS J W & CO INC/NY 6,113 6,113 No Change 2020-03-31
PACIFIC FINANCIAL GROUP INC 5,663 6,345 11% 2020-03-31
SUMMIT FINANCIAL GROUP INC 5,270 5,270 No Change 2020-03-31
Buffington Mohr McNeal 4,772 4,889 2% 2020-03-31
Enterprise Bank & Trust Co 4,770 4,663 2% 2020-03-31
Archer Investment Corp 2,346 2,803 16% 2020-03-31
Cypress Capital Group 4,271 4,321 1% 2020-03-31
BANK OF STOCKTON 1,944 1,790 9% 2020-03-31
Salomon & Ludwin, LLC 1,504 1,504 No Change 2020-03-31
Trust Co 592 592 No Change 2020-03-31
Gradient Investments LLC 345 383 10% 2020-03-31
Lenox Wealth Advisors, Inc. 152 152 No Change 2020-03-31
Enterprise Trust & Investment Co 150 0 New Buy 2020-03-31
First PREMIER Bank 68 68 No Change 2020-03-31
Sound Income Strategies, LLC 39 67 42% 2020-03-31
Financial Services Advisory Inc 0 131,224 Sold Out 2020-03-31
BANK OF AMERICA CORP /DE/ 37,355,909 36,221,013 3% 2019-12-31
FMR LLC 4 8 50% 2019-12-31
MORGAN STANLEY 9,234,438 9,120,889 1% 2019-12-31
Johanson Financial Advisors, Inc. 6,552,643 37,368 17,435% 2019-12-31
UBS Group AG 0 6,470,828 Sold Out 2019-12-31
GOLDMAN SACHS GROUP INC 5,495 113,555 95% 2019-12-31
WELLS FARGO & CO/MN 5,572,424 5,423,344 3% 2019-12-31
ENVESTNET ASSET MANAGEMENT INC 5,192,904 4,759,650 9% 2019-12-31
TIAA, FSB 8,404 8,718 4% 2019-12-31
RAYMOND JAMES & ASSOCIATES 3,314,397 3,311,719 0% 2019-12-31
NORTHERN TRUST CORP 3,086,281 2,980,223 4% 2019-12-31
J P MORGAN CHASE & CO 2,925,277 3,037,307 4% 2019-12-31
SYNOVUS FINANCIAL CORP 2,819,738 2,760,252 2% 2019-12-31
BB&T CORP 2,682,478 600,779 346% 2019-12-31
LPL Financial CORP 2,495,540 2,456,452 2% 2019-12-31
COMMONWEALTH EQUITY SERVICES, LLC. 2,260,744 2,291,690 1% 2019-12-31
CHURCHILL MANAGEMENT GROUP /CA/ 2,196,825 2,159,743 2% 2019-12-31
NorthRock Partners, LLC 2,194,030 195,151 1,024% 2019-12-31
CITIGROUP INC 2,064,254 1,961,356 5% 2019-12-31
PARAMETRIC PORTFOLIO ASSOCIATES 2,032,203 2,084,843 3% 2019-12-31
AMERIPRISE FINANCIAL INC 1,558,164 1,467,306 6% 2019-12-31
Cresset Asset Management, LLC 1,530,527 1,530,052 0% 2019-12-31
ROYAL BANK OF CANADA 1,496,177 0 New Buy 2019-12-31
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1,471,133 1,431,520 3% 2019-12-31
US BANCORP DE 1,319,576 1,326,052 0% 2019-12-31
ETRADE Capital Management LLC 589 594 1% 2019-12-31
Nuveen Asset Management, LLC 11,727 180,295 93% 2019-12-31
Equitable Holdings, Inc. 1,099,851 0 New Buy 2019-12-31
BABSON CAPITAL MANAGEMENT LLC 1,050,181 1,005,681 4% 2019-12-31
Raymond James Financial Services Advisors, Inc. 974,673 967,375 1% 2019-12-31
HighTower Advisors, LLC 948,467 922,915 3% 2019-12-31
BALASA DINVERNO & FOLTZ LLC 828,336 0 New Buy 2019-12-31
Ilmarinen Mutual Pension Insurance Co 720,813 720,813 No Change 2019-12-31
Waldron, LP 717,849 717,712 0% 2019-12-31
STIFEL FINANCIAL CORP 1,047 980 7% 2019-12-31
1ST SOURCE BANK 707,798 677,954 4% 2019-12-31
Janney Montgomery Scott LLC 661,388 653,396 1% 2019-12-31
COMMERCE BANK N A/MO 658,165 658,544 0% 2019-12-31
STALEY CAPITAL ADVISERS INC 655,546 649,521 1% 2019-12-31
Atlantic Trust Group, LLC 654,583 661,676 1% 2019-12-31
Financial Network 642,204 620,247 4% 2019-12-31
Bank of New York Mellon CORP 636,938 625,280 2% 2019-12-31
SIGNATUREFD, LLC 613,560 572,950 7% 2019-12-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 600,599 591,684 2% 2019-12-31
Qube Research & Technologies Ltd 585,415 0 New Buy 2019-12-31
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 582,374 577,193 1% 2019-12-31
PRUDENTIAL FINANCIAL INC 579,761 573,931 1% 2019-12-31
FIFTH THIRD BANCORP 551,098 525,567 5% 2019-12-31
STEPHENS INC /AR/ 532,788 557,191 4% 2019-12-31
REGIONS FINANCIAL CORP 479,631 478,268 0% 2019-12-31
BRINKER CAPITAL INC 463,005 429,768 8% 2019-12-31
Strategic Wealth Partners Group LLC 456,824 467,845 2% 2019-12-31
SILVERCREST ASSET MANAGEMENT GROUP LLC 456,266 467,771 2% 2019-12-31
KEYBANK NATIONAL ASSOCIATION/OH 442,580 452,763 2% 2019-12-31
Oakworth Capital, Inc. 435,181 426,977 2% 2019-12-31
CREDIT SUISSE/ 431,988 0 New Buy 2019-12-31
MML INVESTORS SERVICES, LLC 413,520 455,764 9% 2019-12-31
MERCER GLOBAL ADVISORS INC /ADV 407,661 424,892 4% 2019-12-31
HSBC HOLDINGS PLC 401,783 418,670 4% 2019-12-31
CULLEN FROST BANKERS INC 398,550 407,941 2% 2019-12-31
Private Advisor Group, LLC 392,283 391,301 0% 2019-12-31
DAVIDSON D A & CO 387,160 374,562 3% 2019-12-31
GUARDIAN LIFE INSURANCE CO OF AMERICA 365,043 0 New Buy 2019-12-31
BRIDGES INVESTMENT MANAGEMENT INC 350,581 376,932 7% 2019-12-31
BBVA USA BANCSHARES INC 339,356 330,433 3% 2019-12-31
RED CEDAR INVESTMENT MANAGEMENT, LLC 319,347 312,263 2% 2019-12-31
MATHER GROUP, INC. 314,894 335,589 6% 2019-12-31
WADE G W & INC 300,290 281,337 7% 2019-12-31
Berkshire Money Management, Inc. 294,121 297,000 1% 2019-12-31
Steward Partners Investment Advisory, LLC 289,678 282,276 3% 2019-12-31
Advisor Group, Inc. 276,104 272,478 1% 2019-12-31
Cedar Mountain Advisors, LLC 271,967 0 New Buy 2019-12-31
STEPHENS GROUP ASSET MANAGEMENT, LLC 266,233 505,800 47% 2019-12-31
Mariner Wealth Advisors, LLC 264,814 242,417 9% 2019-12-31
Intersect Capital LLC 262,316 260,491 1% 2019-12-31
Parkside Financial Bank & Trust 258,771 260,295 1% 2019-12-31
Independence Advisors, LLC 243,313 312,521 22% 2019-12-31
Polaris Wealth Advisers, LLC 241,687 228,021 6% 2019-12-31
FIRST BUSINESS FINANCIAL SERVICES, INC. 220,187 221,908 1% 2019-12-31
Creative Planning 130,201 355,406 63% 2019-12-31
GV Capital Management 218,544 233,943 7% 2019-12-31
BARCLAYS PLC 0 698,829 Sold Out 2019-12-31
Advisors Preferred, LLC 217,970 304,610 28% 2019-12-31
Gainplan LLC 216,346 58 372,910% 2019-12-31
JONES FINANCIAL COMPANIES LLLP 197,360 205,815 4% 2019-12-31
RETIREMENT INCOME SOLUTIONS, INC 190,974 135,162 41% 2019-12-31
CALTON & ASSOCIATES, INC. 188,691 191,944 2% 2019-12-31
PHH Investments, Ltd. 186,416 181,398 3% 2019-12-31
Multi-Financial Securities Corp 178,995 175,461 2% 2019-12-31
Baker Avenue Asset Management, LP 175,220 177,781 1% 2019-12-31
CPCM, LLC 172,649 177,395 3% 2019-12-31
SEI INVESTMENTS CO 169,426 167,230 1% 2019-12-31
MAI Wealth Advisors 168,801 168,681 0% 2019-12-31
FDx Advisors, Inc. 168,517 182,140 7% 2019-12-31
Flaharty Asset Management, LLC 163,155 161,357 1% 2019-12-31
IBERIABANK CORP 161,725 159,777 1% 2019-12-31
Nadler Financial Group, Inc. 159,163 161,094 1% 2019-12-31
FINANCIAL COUNSELORS INC 156,734 157,215 0% 2019-12-31
Montecito Bank & Trust 153,189 154,591 1% 2019-12-31
Accredited Investors Inc. 153,037 156,778 2% 2019-12-31
UNITED CAPITAL FINANCIAL ADVISERS,INC. 152,585 143,805 6% 2019-12-31
Rafferty Asset Management, LLC 152,565 170,441 10% 2019-12-31
PINNACLE FINANCIAL PARTNERS INC 152,248 153,709 1% 2019-12-31
Capital Advisors, Ltd. LLC 151,442 126,413 20% 2019-12-31
MV Capital Management, Inc. 150,300 151,307 1% 2019-12-31
Hirtle Callaghan & Co Inc 148,562 149,261 0% 2019-12-31
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 148,198 160,224 8% 2019-12-31
JOHNSON INVESTMENT COUNSEL INC 145,782 151,698 4% 2019-12-31
Integrated Investment Consultants, LLC 143,853 150,792 5% 2019-12-31
COLONY GROUP LLC 140,727 138,820 1% 2019-12-31
Johnson Financial Group, Inc. 0 103,148 Sold Out 2019-12-31
Capital Planning Advisors, LLC 138,159 126,303 9% 2019-12-31
Ascent Wealth Partners, LLC 137,427 141,442 3% 2019-12-31
Annex Advisory Services, LLC 137,301 10,090 1,261% 2019-12-31
Sanchez Wealth Management Group 137,018 147,997 7% 2019-12-31
LINCOLN NATIONAL CORP 134,977 142,632 5% 2019-12-31
Brickley Wealth Management 133,770 135,389 1% 2019-12-31
One Wealth Advisors, LLC 132,339 131,649 1% 2019-12-31
Simmons Bank 130,865 131,191 0% 2019-12-31
WINSLOW CAPITAL MANAGEMENT INC /MN 128,905 65,311 97% 2019-12-31
METROPOLITAN LIFE INSURANCE CO/NY 128,300 64,000 100% 2019-12-31
FSA Wealth Management LLC 127,484 0 New Buy 2019-12-31
Alera Investment Advisors, LLC 124,142 113,711 9% 2019-12-31
PARK AVENUE SECURITIES LLC 122,474 122,918 0% 2019-12-31
Regal Wealth Group, Inc. 122,021 20,777 487% 2019-12-31
Gratus Capital LLC 119,704 118,433 1% 2019-12-31
MYCIO WEALTH PARTNERS, LLC 117,005 117,108 0% 2019-12-31
Oakmont Partners LLC 114,404 116,829 2% 2019-12-31
Capstone Financial Advisors, Inc. 112,697 112,821 0% 2019-12-31
MACKAY SHIELDS LLC 109,655 156,180 30% 2019-12-31
Streettalk Advisors, LLC 109,486 108,144 1% 2019-12-31
FLC Capital Advisors 105,054 102,847 2% 2019-12-31
Independent Advisor Alliance 104,013 0 New Buy 2019-12-31
Paulson Wealth Management Inc. 100,870 102,116 1% 2019-12-31
Stratos Wealth Partners, LTD. 100,013 359 27,759% 2019-12-31
Islet Management, LP 100,000 0 New Buy 2019-12-31
Susquehanna International Group, LLP 99,668 160,007 38% 2019-12-31
QS Investors, LLC 97,002 124,639 22% 2019-12-31
Blue Sky Asset Management, LLC 96,361 0 New Buy 2019-12-31
Evercore Wealth Management, LLC 95,830 93,179 3% 2019-12-31
NOTTINGHAM ADVISORS, INC. 95,013 96,696 2% 2019-12-31
Strategic Wealth Advisors Group,Inc. 94,561 90,084 5% 2019-12-31
Berman Capital Advisors, LLC 93,908 97,007 3% 2019-12-31
BRIGHTON JONES LLC 93,846 94,583 1% 2019-12-31
Ullmann Financial Group, Inc. 92,460 101,271 9% 2019-12-31
Beacon Pointe Wealth Advisors, LLC 92,094 92,062 0% 2019-12-31
AdvisorNet Financial, Inc 91,812 92,913 1% 2019-12-31
CB&T Wealth Management 90,778 0 New Buy 2019-12-31
THRIVENT FINANCIAL FOR LUTHERANS 26,402 110,329 76% 2019-12-31
BADGLEY PHELPS & BELL INC 90,552 85,065 6% 2019-12-31
Massey, Quick & Co., LLC 90,001 85,826 5% 2019-12-31
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 89,397 90,781 2% 2019-12-31
Country Club Trust Company, n.a. 88,073 90,455 3% 2019-12-31
Brio Consultants, LLC 87,503 41,068 113% 2019-12-31
Cetera Investment Advisers 87,234 94,604 8% 2019-12-31
WAYNE HUMMER ASSET MANAGEMENT CO 83,801 79,980 5% 2019-12-31
IEQ CAPITAL, LLC 83,651 0 New Buy 2019-12-31
MEEDER ASSET MANAGEMENT INC 82,180 60,488 36% 2019-12-31
Goss Wealth Management LLC 80,698 78,683 3% 2019-12-31
Neuberger Berman Group LLC 79,216 75,651 5% 2019-12-31
SHEETS SMITH & ASSOCIATES INC 78,641 80,531 2% 2019-12-31
Curtis Advisory Group, LLC 77,720 0 New Buy 2019-12-31
Veritable, L.P. 77,611 77,611 No Change 2019-12-31
RAYMOND JAMES TRUST CO 76,534 76,757 0% 2019-12-31
BRYN MAWR TRUST CO/PA 76,001 73,084 4% 2019-12-31
Buckingham Asset Management, LLC 75,896 79,077 4% 2019-12-31
Sunburst Financial Group, LLC 75,281 0 New Buy 2019-12-31
Rockefeller Capital Management L.P. 74,338 57,293 30% 2019-12-31
AMERICAN CENTURY COMPANIES INC 73,991 509,709 85% 2019-12-31
TELEMUS CAPITAL, LLC 72,843 75,659 4% 2019-12-31
TWO SIGMA ADVISERS, LLC 71,200 51,100 39% 2019-12-31
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 69,796 61,216 14% 2019-12-31
Oak Hill Investment Management, L.P. 69,729 69,729 No Change 2019-12-31
ALLIANCEBERNSTEIN L.P. 69,472 71,856 3% 2019-12-31
MERITAGE PORTFOLIO MANAGEMENT 69,061 168,224 59% 2019-12-31
VAUGHAN AND COMPANY SECURITIES, INC. 68,587 0 New Buy 2019-12-31
BLAIR WILLIAM & CO/IL 66,795 65,913 1% 2019-12-31
RHUMBLINE ADVISERS 65,748 39,938 65% 2019-12-31
HBK Sorce Advisory LLC 64,786 68,566 6% 2019-12-31
PRIVATE BANK & TRUST CO 64,515 66,771 3% 2019-12-31
MACQUARIE GROUP LTD 39,820 41,530 4% 2019-12-31
Goldstein Munger & Associates 63,966 64,356 1% 2019-12-31
Covenant Partners, LLC 62,782 63,982 2% 2019-12-31
BROWN ADVISORY HOLDINGS INC 62,595 59,948 4% 2019-12-31
HIGHLAND CAPITAL MANAGEMENT CORP 61,877 64,011 3% 2019-12-31
BT Wealth Management LLC 61,744 60,935 1% 2019-12-31
SHINE INVESTMENT ADVISORY SERVICES INC 61,097 62,845 3% 2019-12-31
People's United Financial, Inc. 60,756 58,433 4% 2019-12-31
Hardy Reed LLC 60,142 60,142 No Change 2019-12-31
CONGRESS ASSET MANAGEMENT CO /MA 59,810 6,271 854% 2019-12-31
Clearbridge Advisors, LLC 58,837 554 10,520% 2019-12-31
OLD MISSION CAPITAL LLC 58,723 16,538 255% 2019-12-31
Strategic Investment Advisors, Inc 58,618 78,722 26% 2019-12-31
AMALGAMATED BANK 58,034 30,500 90% 2019-12-31
TWO SIGMA SECURITIES, LLC 53,300 65,006 18% 2019-12-31
Aprio Wealth Management, LLC 56,790 0 New Buy 2019-12-31
GHP Investment Advisors, Inc. 56,656 57,569 2% 2019-12-31
Argent Wealth Management LLC 56,061 0 New Buy 2019-12-31
HWG Holdings LP 55,717 49,858 12% 2019-12-31
Roble, Belko & Company, Inc 55,494 55,494 No Change 2019-12-31
FOUNDERS FINANCIAL SECURITIES LLC 55,135 54,488 1% 2019-12-31
Compass Financial Group, Inc. 54,735 55,182 1% 2019-12-31
Strategic Wealth Management Group, LLC 53,590 55,340 3% 2019-12-31
DEUTSCHE BANK AG 52,392 49,112 7% 2019-12-31
BTC Capital Management, Inc. 52,190 52,647 1% 2019-12-31
BRONFMAN E.L. ROTHSCHILD, L.P. 51,941 52,638 1% 2019-12-31
Demars Financial Group, LLC 51,360 0 New Buy 2019-12-31
JENNISON ASSOCIATES LLC 50,318 88,400 43% 2019-12-31
Winthrop Advisory Group LLC 50,111 49,762 1% 2019-12-31
UMB BANK N A/MO 49,306 51,642 5% 2019-12-31
BP WEALTH MANAGEMENT, LLC 0 57,357 Sold Out 2019-12-31
First Allied Advisory Services, Inc. 48,786 50,135 3% 2019-12-31
MONTAG A & ASSOCIATES INC 48,511 51,492 6% 2019-12-31
UNIONBANCAL CORP 48,183 46,958 3% 2019-12-31
Zions Bancorporation, N.A. 48,116 57,820 17% 2019-12-31
Occidental Asset Management, LLC 48,112 47,810 1% 2019-12-31
Rinet Co LLC 47,997 42,488 13% 2019-12-31
DSM CAPITAL PARTNERS LLC 47,763 2,811 1,599% 2019-12-31
Warren Averett Asset Management, LLC 47,547 49,762 4% 2019-12-31
Brand Asset Management Group, Inc. 47,353 48,891 3% 2019-12-31
JMG Financial Group, Ltd. 47,083 47,650 1% 2019-12-31
SONATA CAPITAL GROUP INC 47,064 46,957 0% 2019-12-31
PUTNAM FL INVESTMENT MANAGEMENT CO 45,812 20,715 121% 2019-12-31
Integer Wealth Advisors Group LLC 45,197 0 New Buy 2019-12-31
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 45,043 51,752 13% 2019-12-31
Connecticut Wealth Management, LLC 44,613 45,961 3% 2019-12-31
FRANKLIN RESOURCES INC 43,283 41,951 3% 2019-12-31
NWAM LLC 43,125 42,080 2% 2019-12-31
Amerivest Investment Management LLC 42,526 43,001 1% 2019-12-31
Private Capital Group, LLC 42,416 57,388 26% 2019-12-31
INSIGHT 2811, INC. 41,439 40,817 2% 2019-12-31
Ballast, Inc. 41,128 34,815 18% 2019-12-31
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 40,927 37,365 10% 2019-12-31
VAN ECK ASSOCIATES CORP 40,445 48,384 16% 2019-12-31
Community Bank, N.A. 40,237 40,412 0% 2019-12-31
WEST BANCORPORATION INC 39,840 0 New Buy 2019-12-31
Platte River Wealth Advisors, LLC 39,550 0 New Buy 2019-12-31
Ballentine, Finn & Company, Inc. 39,493 39,817 1% 2019-12-31
ZACKS INVESTMENT MANAGEMENT 39,413 2,262 1,642% 2019-12-31
McKinley Carter Wealth Services, Inc. 39,298 42,631 8% 2019-12-31
Busey Trust CO 200 39,781 99% 2019-12-31
Blue Creek Investment Partners, LLC 39,112 34,415 14% 2019-12-31
EP Wealth Advisors, Inc. 38,857 31,052 25% 2019-12-31
Ensign Peak Advisors, Inc 38,571 0 New Buy 2019-12-31
AMERITAS INVESTMENT CORP 38,514 34,353 12% 2019-12-31
JSF Financial, LLC 37,547 0 New Buy 2019-12-31
Valeo Financial Advisors, LLC 37,863 36,999 2% 2019-12-31
Parallel Advisors, LLC 37,855 36,344 4% 2019-12-31
POLEN CAPITAL MANAGEMENT LLC 37,833 45,549 17% 2019-12-31
RMB Capital Management, LLC 37,818 36,804 3% 2019-12-31
TOMPKINS FINANCIAL CORP 37,009 37,009 No Change 2019-12-31
Schneider Downs Wealth Management Advisors, LP 36,805 37,248 1% 2019-12-31
Independence Wealth Advisors, Inc. 36,683 37,672 3% 2019-12-31
AE Wealth Management LLC 36,462 14,009 160% 2019-12-31
SAGE FINANCIAL GROUP INC 36,097 36,097 No Change 2019-12-31
TWO SIGMA INVESTMENTS LLC 36,000 319,000 89% 2019-12-31
OPPENHEIMER ASSET MANAGEMENT INC 35,318 30,202 17% 2019-12-31
Doyle Wealth Management 35,233 34,439 2% 2019-12-31
TSFG, LLC 34,819 0 New Buy 2019-12-31
TIEDEMANN WEALTH MANAGEMENT, LLC 34,691 35,303 2% 2019-12-31
SlateStone Wealth, LLC 34,544 38,456 10% 2019-12-31
KMG FIDUCIARY PARTNERS, LLC 34,492 50,496 32% 2019-12-31
EATON VANCE MANAGEMENT 34,165 33,155 3% 2019-12-31
SANDS CAPITAL MANAGEMENT, LLC 34,035 0 New Buy 2019-12-31
COMERICA SECURITIES,INC. 33,761 0 New Buy 2019-12-31
American Institute for Advanced Investment Management, LLP 33,600 0 New Buy 2019-12-31
QUEST CAPITAL MANAGEMENT INC /ADV 33,490 33,967 1% 2019-12-31
Stillwater Capital Advisors, LLC 32,982 28,138 17% 2019-12-31
CAHABA WEALTH MANAGEMENT, INC. 32,906 34,179 4% 2019-12-31
NORRIS PERNE & FRENCH LLP/MI 32,801 32,453 1% 2019-12-31
BOSTON FINANCIAL MANGEMENT INC /MA 32,617 35,408 8% 2019-12-31
XML Financial, LLC 32,567 0 New Buy 2019-12-31
Colorado Capital Management, Inc. 32,531 33,736 4% 2019-12-31
Opes Wealth Management LLC 32,197 32,684 1% 2019-12-31
Holistic Financial Partners 32,127 32,761 2% 2019-12-31
Tolleson Wealth Management, Inc. 31,895 31,895 No Change 2019-12-31
NICOLET BANKSHARES INC 31,811 33,711 6% 2019-12-31
Regent Peak Wealth Advisors LLC 31,450 0 New Buy 2019-12-31
Regal Investment Advisors, LLC 31,268 30,323 3% 2019-12-31
Financial Strategy Network, LLC 31,168 31,266 0% 2019-12-31
AdvicePeriod, LLC 31,146 30,907 1% 2019-12-31
Arbor Investment Advisors, LLC 31,118 31,239 0% 2019-12-31
Camden Capital, LLC 31,034 0 New Buy 2019-12-31
St. Louis Trust Co 30,925 31,233 1% 2019-12-31
MONETA GROUP INVESTMENT ADVISORS INC 30,747 23,680 30% 2019-12-31
BERRY GROUP, LLC 30,207 0 New Buy 2019-12-31
Arden Trust Co 30,105 30,333 1% 2019-12-31
Narwhal Capital Management 30,103 24,538 23% 2019-12-31
FIERA SCEPTRE INC. 29,940 22,751 32% 2019-12-31
Ferris Capital, LLC 29,892 29,898 0% 2019-12-31
Homrich & Berg 29,757 30,484 2% 2019-12-31
Westshore Wealth, LLC 29,265 0 New Buy 2019-12-31
PBWM Holdings, LLC 29,229 29,378 1% 2019-12-31
Taylor, Cottrill, Erickson & Associates, Inc. 28,850 28,432 1% 2019-12-31
Drexel Morgan & Co. 28,766 24,633 17% 2019-12-31
Sawtooth Asset Management, Inc. 28,296 7,674 269% 2019-12-31
Horizon Investments, LLC/SC 26,681 24,966 7% 2019-12-31
MILLENNIUM MANAGEMENT LLC 27,982 0 New Buy 2019-12-31
OPPENHEIMER & CO INC 27,928 24,960 12% 2019-12-31
Eukles Asset Management 27,712 28,213 2% 2019-12-31
BESSEMER GROUP INC 27,254 25,376 7% 2019-12-31
CONNING Asset Management Co. 27,101 26,512 2% 2019-12-31
Capital Directions Investment Advisors, LLC 26,701 26,754 0% 2019-12-31
ProVise Management Group, LLC 26,508 27,549 4% 2019-12-31
GREAT VALLEY ADVISOR GROUP, INC. 26,442 26,515 0% 2019-12-31
Truepoint, Inc. 25,932 26,985 4% 2019-12-31
Patten Group, Inc. 25,731 25,391 1% 2019-12-31
H D Vest Advisory Services 25,651 9,221 178% 2019-12-31
INVESTMENT PARTNERS LTD /OH/ /ADV 25,578 26,993 5% 2019-12-31
GenWealth Group, Inc. 25,523 25,707 1% 2019-12-31
HUNTINGTON NATIONAL BANK 25,521 25,926 2% 2019-12-31
INTEGRATED CAPITAL MANAGEMENT, INC. 25,031 25,627 2% 2019-12-31
Crescent Grove Advisors, LLC 25,011 25,041 0% 2019-12-31
Voya Financial Advisors, Inc. 24,987 17,744 41% 2019-12-31
MANAGED ACCOUNT SERVICES INC 24,788 26,582 7% 2019-12-31
OSBORNE PARTNERS CAPITAL MANAGEMENT 24,749 24,749 No Change 2019-12-31
Cutler Group LP 0 1,139 Sold Out 2019-12-31
Orion Portfolio Solutions, LLC 24,580 0 New Buy 2019-12-31
COLDSTREAM CAPITAL MANAGEMENT INC 24,418 26,750 9% 2019-12-31
Sigma Planning Corp 24,339 24,469 1% 2019-12-31
TOBIAS FINANCIAL ADVISORS, INC. 24,247 0 New Buy 2019-12-31
Manchester Capital Management LLC 23,719 23,719 No Change 2019-12-31
WHITTIER TRUST CO 23,537 23,706 1% 2019-12-31
Strategic Point Investment Advisors, LLC 23,325 0 New Buy 2019-12-31
BERKSHIRE ASSET MANAGEMENT INC/PA 23,238 25,076 7% 2019-12-31
RNC CAPITAL MANAGEMENT LLC 23,142 0 New Buy 2019-12-31
GILLESPIE ROBINSON & GRIMM INC 22,933 23,551 3% 2019-12-31
MARSHALL FINANCIAL GROUP INC /ADV 22,486 24,568 8% 2019-12-31
Nikulski Financial, Inc. 22,372 20,596 9% 2019-12-31
SECURITY NATIONAL BANK OF SO DAK 22,201 0 New Buy 2019-12-31
HAVERFORD TRUST CO 22,106 22,006 0% 2019-12-31
PIEDMONT INVESTMENT ADVISORS LLC 21,921 24,161 9% 2019-12-31
Garde Capital, Inc. 21,780 22,055 1% 2019-12-31
HALLMARK CAPITAL MANAGEMENT INC 21,779 21,619 1% 2019-12-31
MISSION WEALTH MANAGEMENT, LLC 21,529 21,535 0% 2019-12-31
TFO-TDC, LLC 21,525 0 New Buy 2019-12-31
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 21,388 0 New Buy 2019-12-31
FIRST UNITED BANK TRUST/ 21,213 21,721 2% 2019-12-31
Mechanics Bank Trust Department 21,050 24,440 14% 2019-12-31
CAMG Solamere Management, LLC 20,879 20,773 1% 2019-12-31
RMR Wealth Builders 20,511 0 New Buy 2019-12-31
Titus Wealth Management 20,462 20,481 0% 2019-12-31
PIONEER INVESTMENT MANAGEMENT INC 20,430 16,089 27% 2019-12-31
Carroll Financial Associates, Inc. 20,356 19,957 2% 2019-12-31
IHT Wealth Management, LLC 20,325 22,264 9% 2019-12-31
Twin Tree Management, LP 20,200 0 New Buy 2019-12-31
IFP Advisors, Inc 20,091 21,970 9% 2019-12-31
ROTHSCHILD INVESTMENT CORP /IL 20,071 19,415 3% 2019-12-31
Cornerstone Advisory, LLP 2,499 2,962 16% 2019-12-31
Linscomb & Williams, Inc. 19,695 3,922 402% 2019-12-31
OAKWOOD CAPITAL MANAGEMENT LLC/CA 19,627 18,261 7% 2019-12-31
Sound View Wealth Advisors Group, LLC 19,518 18,801 4% 2019-12-31
QUADRANT CAPITAL GROUP LLC 19,491 17,606 11% 2019-12-31
Hoover Financial Advisors, Inc. 19,483 19,680 1% 2019-12-31
Mathes Company, Inc. 19,450 19,450 No Change 2019-12-31
BKD Wealth Advisors, LLC 19,354 19,511 1% 2019-12-31
Hillcrest Wealth Advisors - NY, LLC 18,985 20,305 7% 2019-12-31
FOSTER DYKEMA CABOT & CO INC/MA 18,897 18,969 0% 2019-12-31
Sowell Financial Services LLC 18,855 35,896 47% 2019-12-31
Jackson Wealth Management, LLC 18,788 0 New Buy 2019-12-31
EPG Wealth Management LLC 18,749 0 New Buy 2019-12-31
Towerpoint Wealth, LLC 18,654 20,232 8% 2019-12-31
LOGAN CAPITAL MANAGEMENT INC 18,646 4,161 348% 2019-12-31
Edge Capital Group, LLC 18,507 33,827 45% 2019-12-31
OLD NATIONAL BANCORP /IN/ 18,492 19,479 5% 2019-12-31
Coconut Grove Bank 18,486 18,486 No Change 2019-12-31
Pinnacle Wealth Planning Services, Inc. 18,175 19,092 5% 2019-12-31
Modera Wealth Management, LLC 18,102 18,947 4% 2019-12-31
Diversified Portfolios, Inc. 18,095 18,239 1% 2019-12-31
Hochman Cole Investment Advisors, Inc. 18,072 18,402 2% 2019-12-31
Element Wealth, LLC 18,035 0 New Buy 2019-12-31
ALESCO ADVISORS LLC 17,948 17,948 No Change 2019-12-31
HM Capital Management, LLC 17,797 18,045 1% 2019-12-31
EQUITRUST INVESTMENT MANAGEMENT SERVICES INC/DE 17,774 17,774 No Change 2019-12-31
Tower Research Capital LLC 1,304 96,074 99% 2019-12-31
One Capital Management, LLC 17,600 18,288 4% 2019-12-31
Confluence Wealth Management LLC 17,571 17,571 No Change 2019-12-31
Mutual Advisors, LLC 17,544 3,668 378% 2019-12-31
Northstar Group, Inc. 17,390 19,073 9% 2019-12-31
ROCKLAND TRUST CO 17,374 16,809 3% 2019-12-31
J.W. COLE ADVISORS, INC. 17,023 0 New Buy 2019-12-31
JACOBS LEVY EQUITY MANAGEMENT INC 16,900 17,460 3% 2019-12-31
Merriman Wealth Management, LLC 16,747 28,161 41% 2019-12-31
NATIXIS 16,703 17,421 4% 2019-12-31
CITY HOLDING CO 16,672 14,362 16% 2019-12-31
Procyon Private Wealth Partners, LLC 16,655 0 New Buy 2019-12-31
Robertson Stephens Wealth Management, LLC 16,596 16,582 0% 2019-12-31
Horan Securities, Inc. 16,527 16,548 0% 2019-12-31
WRAPMANAGER INC 16,430 17,494 6% 2019-12-31
Allianz Asset Management AG 16,373 0 New Buy 2019-12-31
Canal Capital Management, LLC 16,371 16 102,219% 2019-12-31
Beacon Pointe Advisors, LLC 16,343 17,862 9% 2019-12-31
IFG Advisory, LLC 16,186 15,460 5% 2019-12-31
MONETARY MANAGEMENT GROUP INC 16,145 16,145 No Change 2019-12-31
Brightworth 16,013 16,386 2% 2019-12-31
OPTIMUM INVESTMENT ADVISORS 15,895 16,938 6% 2019-12-31
ENCORE BANK NA 15,866 14,990 6% 2019-12-31
Atlanta Capital Group 15,760 17,708 11% 2019-12-31
MITCHELL CAPITAL MANAGEMENT CO 15,591 0 New Buy 2019-12-31
Legacy Wealth Planning, LLC 15,585 0 New Buy 2019-12-31
Pettinga Financial Advisors, LLC 15,580 15,730 1% 2019-12-31
USCA RIA LLC 15,570 15,570 No Change 2019-12-31
Mosaic Family Wealth, LLC 15,521 15,924 3% 2019-12-31
Icon Wealth Partners, LLC 15,519 16,884 8% 2019-12-31
Evanson Asset Management, LLC 15,471 15,415 0% 2019-12-31
Parsec Financial Management, Inc. 15,458 15,468 0% 2019-12-31
CAPROCK Group, Inc. 15,324 15,683 2% 2019-12-31
Smith & Howard Wealth Management, LLC 15,312 14,895 3% 2019-12-31
Well Done, LLC 15,209 16,840 10% 2019-12-31
Cooper Financial Group 14,972 15,885 6% 2019-12-31
PINNACLE ASSOCIATES LTD 14,956 13,787 8% 2019-12-31
Global Retirement Partners, LLC 14,921 17,670 16% 2019-12-31
Financial Advisory Service, Inc. 14,876 15,075 1% 2019-12-31
Ellis Investment Partners, LLC 14,864 15,238 2% 2019-12-31
Diversified Trust Co 14,834 14,834 No Change 2019-12-31
Legacy Advisors, LLC 14,667 14,687 0% 2019-12-31
New England Private Wealth Advisors LLC 14,661 13,829 6% 2019-12-31
AMI INVESTMENT MANAGEMENT INC 14,585 14,585 No Change 2019-12-31
PAX Financial Group, LLC 14,351 0 New Buy 2019-12-31
D.B. Root & Company, LLC 14,301 13,908 3% 2019-12-31
Goelzer Investment Management, Inc. 14,262 14,429 1% 2019-12-31
Crestwood Advisors LLC 14,243 15,765 10% 2019-12-31
Noven Financial Group, Inc. 14,085 14,305 2% 2019-12-31
We Are One Seven, LLC 14,072 15,424 9% 2019-12-31
Pathstone Family Office, LLC 13,944 13,925 0% 2019-12-31
PEAPACK GLADSTONE FINANCIAL CORP 2,710 16,311 83% 2019-12-31
WESTWOOD HOLDINGS GROUP INC 13,798 14,007 1% 2019-12-31
Texas Capital Bank Wealth Management Services Inc 13,707 0 New Buy 2019-12-31
Chicago Wealth Management, Inc. 13,695 0 New Buy 2019-12-31
HARBOR INVESTMENT ADVISORY, LLC 13,625 0 New Buy 2019-12-31
Relyea Zuckerberg Hanson LLC 13,534 0 New Buy 2019-12-31
PITCAIRN CO 13,512 13,512 No Change 2019-12-31
Morris Capital Advisors, LLC 13,474 0 New Buy 2019-12-31
FIRST NATIONAL TRUST CO 13,440 14,230 6% 2019-12-31
Advisory Services Network, LLC 13,415 10,632 26% 2019-12-31
Sharkey, Howes & Javer 13,415 13,415 No Change 2019-12-31
Paragon Wealth Strategies, LLC 13,283 6,444 106% 2019-12-31
AMI ASSET MANAGEMENT CORP 13,243 4,294 208% 2019-12-31
Wealthcare Advisory Partners LLC 13,105 13,071 0% 2019-12-31
Nachman Norwood & Parrott, Inc 13,053 13,049 0% 2019-12-31
Pointe Capital Management LLC 13,003 0 New Buy 2019-12-31
Atlas Brown,Inc. 12,864 13,346 4% 2019-12-31
Segment Wealth Management, LLC 12,837 12,837 No Change 2019-12-31
Clarius Group, LLC 12,834 12,880 0% 2019-12-31
SIGMA INVESTMENT COUNSELORS INC 12,785 12,906 1% 2019-12-31
SOL Capital Management CO 12,765 12,365 3% 2019-12-31
Brookstone Capital Management 12,648 12,340 2% 2019-12-31
LANDAAS & CO /WI /ADV 12,593 12,703 1% 2019-12-31
Financial Advisors, LLC 12,580 12,580 No Change 2019-12-31
Granite Investment Partners, LLC 12,570 120 10,375% 2019-12-31
Financial Advocates Investment Management 12,532 9,762 28% 2019-12-31
FineMark National Bank & Trust 12,351 0 New Buy 2019-12-31
PACIFIC CAPITAL WEALTH ADVISORS, INC 12,344 0 New Buy 2019-12-31
Wilshire Associates Inc 12,336 13,301 7% 2019-12-31
Hall Kathryn A. 12,330 36,255 66% 2019-12-31
EDGEWOOD MANAGEMENT LLC 12,292 0 New Buy 2019-12-31
CFM WEALTH PARTNERS LLC 12,217 0 New Buy 2019-12-31
WESBANCO BANK INC 12,049 11,535 4% 2019-12-31
TCW GROUP INC 11,990 0 New Buy 2019-12-31
Sustainable Growth Advisers, LP 11,904 3,553 235% 2019-12-31
YorkBridge Wealth Partners, LLC 11,749 11,757 0% 2019-12-31
Round Table Services, LLC 11,647 11,622 0% 2019-12-31
MERIDIAN MANAGEMENT CO 11,536 11,636 1% 2019-12-31
BOYS ARNOLD & CO INC 11,477 11,515 0% 2019-12-31
BEACON FINANCIAL GROUP 11,459 8,272 39% 2019-12-31
Starfire Investment Advisers, Inc. 11,378 11,913 4% 2019-12-31
Prospera Financial Services 11,366 6,496 75% 2019-12-31
Kistler-Tiffany Companies, LLC 11,337 11,251 1% 2019-12-31
Sullivan, Bruyette, Speros & Blaney, Inc. 11,326 11,334 0% 2019-12-31
FIRST NATIONAL BANK SIOUX FALLS 11,307 11,978 6% 2019-12-31
Paracle Advisors, LLC 11,268 11,268 No Change 2019-12-31
Western Wealth Management, LLC 11,216 6,854 64% 2019-12-31
Lido Advisors, LLC 11,146 8,043 39% 2019-12-31
Private Portfolio Partners LLC 11,125 11,151 0% 2019-12-31
Gladstone Institutional Advisory LLC 11,117 9,201 21% 2019-12-31
FCG ADVISORS, LLC 11,087 11,184 1% 2019-12-31
Franklin, Parlapiano, Turner & Welch, LLC 11,063 11,206 1% 2019-12-31
Chevy Chase Trust Holdings, Inc. 1,271 12,529 90% 2019-12-31
Perennial Investment Advisors, LLC 10,955 0 New Buy 2019-12-31
LEVEL FOUR ADVISORY SERVICES, LLC 10,941 9,061 21% 2019-12-31
Dana Investment Advisors, Inc. 10,867 0 New Buy 2019-12-31
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 10,838 0 New Buy 2019-12-31
Coastline Trust CO 10,745 10,975 2% 2019-12-31
MONECO Advisors, LLC 10,725 11,109 3% 2019-12-31
ALGER FRED MANAGEMENT INC 10,662 0 New Buy 2019-12-31
BDO Wealth Advisors, LLC 10,633 10,545 1% 2019-12-31
Cardinal Strategic Wealth Guidance 10,603 0 New Buy 2019-12-31
PRW Wealth Management LLC 10,570 9,770 8% 2019-12-31
DIMENSION CAPITAL MANAGEMENT PARTNERS 10,552 8,857 19% 2019-12-31
CBIZ Investment Advisory Services, LLC 10,542 0 New Buy 2019-12-31
Capital Analysts, Inc. 10,531 10,590 1% 2019-12-31
Beirne Wealth Consulting Services, LLC 10,422 12,807 19% 2019-12-31
BHK Investment Advisors, LLC 10,402 10,867 4% 2019-12-31
Laurel Wealth Advisors, Inc. 10,259 10,682 4% 2019-12-31
Engrave Wealth Partners LLC 10,188 0 New Buy 2019-12-31
Stonebridge Financial Planning Group, LLC 10,160 0 New Buy 2019-12-31
INTRUST BANK NA 10,047 10,047 No Change 2019-12-31
Iwamoto, Kong & Co., Inc. 10,000 10,000 No Change 2019-12-31
V Wealth Management,LLC 9,954 9,954 No Change 2019-12-31
Certified Advisory Corp 9,929 9,944 0% 2019-12-31
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 9,882 14,956 34% 2019-12-31
ASSOCIATED BANC-CORP 9,871 11,174 12% 2019-12-31
CHESLEY TAFT & ASSOCIATES LLC/IL 9,790 11,585 15% 2019-12-31
NTV ASSET MANAGEMENT LLC 9,691 8,518 14% 2019-12-31
Chapwood Capital Investment Management, LLC 9,673 0 New Buy 2019-12-31
Krasney Financial LLC 9,665 9,732 1% 2019-12-31
DOWLING & YAHNKE INC 9,512 10,446 9% 2019-12-31
HOWLAND CAPITAL MANAGEMENT INC 9,436 9,519 1% 2019-12-31
MIDDLETON & CO INC/MA 9,391 9,451 1% 2019-12-31
LEE DANNER & BASS INC 9,349 9,349 No Change 2019-12-31
Asset Dedication, LLC 9,334 9,243 1% 2019-12-31
Burns Wealth Management, Inc. 9,319 9,319 No Change 2019-12-31
Traverso Chambers Private Wealth Management, LLC 9,316 9,473 2% 2019-12-31
KCM INVESTMENT ADVISORS LLC 9,252 9,252 No Change 2019-12-31
WHITTIER TRUST CO OF NEVADA INC 9,225 9,225 No Change 2019-12-31
GOFEN & GLOSSBERG LLC /IL/ 9,122 8,977 2% 2019-12-31
Acropolis Investment Management, LLC 9,009 9,191 2% 2019-12-31
NEXT Financial Group, Inc 5,681 4,981 14% 2019-12-31
Valmark Advisers, Inc. 8,884 7,320 21% 2019-12-31
TCF National Bank 8,827 8,088 9% 2019-12-31
Blue Chip Wealth Management, Inc. 8,825 8,569 3% 2019-12-31
DT Investment Partners, LLC 8,822 0 New Buy 2019-12-31
BANK OF MONTREAL /CAN/ 8,753 8,912 2% 2019-12-31
HANCOCK HOLDING CO 8,732 7,011 25% 2019-12-31
Portfolio Strategies, Inc. 8,730 8,055 8% 2019-12-31
Sandy Spring Bank 8,694 8,381 4% 2019-12-31
LEGAL & GENERAL GROUP PLC 8,650 0 New Buy 2019-12-31
Puplava Financial Services, Inc. 8,635 7,937 9% 2019-12-31
Capital Investment Advisors, LLC 8,573 8,252 4% 2019-12-31
Kingsview Wealth Management, LLC 8,564 0 New Buy 2019-12-31
ROMAN BUTLER FULLERTON & CO 8,559 8,540 0% 2019-12-31
Freestone Capital Holdings, LLC 8,530 4,629 84% 2019-12-31
SMITHFIELD TRUST CO 8,410 8,410 No Change 2019-12-31
SJA Financial Advisory, LLC 8,399 8,515 1% 2019-12-31
Relative Value Partners Group, LLC 8,385 0 New Buy 2019-12-31
Financial Insights, Inc. 8,339 9,341 11% 2019-12-31
Timber Hill LLC 8,300 0 New Buy 2019-12-31
VERUS CAPITAL PARTNERS, LLC 8,299 0 New Buy 2019-12-31
ASPIRIANT, LLC 8,228 8,916 8% 2019-12-31
Intercontinental Wealth Advisors, LLC 8,192 16,477 50% 2019-12-31
Savant Capital Management Inc 8,138 7,814 4% 2019-12-31
Choate Investment Advisors 8,118 8,118 No Change 2019-12-31
OXFORD FINANCIAL GROUP LTD 8,021 7,775 3% 2019-12-31
Cypress Wealth Services, LLC 8,011 8,011 No Change 2019-12-31
LAU ASSOCIATES LLC 8,000 8,000 No Change 2019-12-31
BBR PARTNERS, LLC 7,997 7,256 10% 2019-12-31
BROWN BROTHERS HARRIMAN & CO 7,890 6,414 23% 2019-12-31
Verdence Capital Advisors LLC 1,521 0 New Buy 2019-12-31
Tarbox Group, Inc. 7,830 7,897 1% 2019-12-31
PRINCIPAL FINANCIAL GROUP INC 7,817 1,428 447% 2019-12-31
Cambridge Advisors Inc. 7,810 8,283 6% 2019-12-31
DAVIS R M INC 7,645 6,682 14% 2019-12-31
RENAISSANCE GROUP LLC 7,591 0 New Buy 2019-12-31
Glenview Trust Co 7,569 7,599 0% 2019-12-31
Oscan Associates Inc. 7,552 7,542 0% 2019-12-31
WETHERBY ASSET MANAGEMENT INC 7,544 7,544 No Change 2019-12-31
Northeast Financial Consultants Inc 7,531 7,531 No Change 2019-12-31
Towercrest Capital Management 7,511 7,511 No Change 2019-12-31
Alliance Wealth Management Group 7,511 7,511 No Change 2019-12-31
Sageworth Trust Co 7,500 7,500 No Change 2019-12-31
JFS WEALTH ADVISORS, LLC 7,476 7,672 3% 2019-12-31
Autus Asset Management, LLC 7,473 7,680 3% 2019-12-31
Personal Capital Advisors Corp 7,470 6,448 16% 2019-12-31
Lakeview Capital Partners, LLC 7,392 0 New Buy 2019-12-31
ZWJ INVESTMENT COUNSEL INC 7,390 0 New Buy 2019-12-31
AJ WEALTH STRATEGIES, LLC 7,349 8,513 14% 2019-12-31
Plante Moran Financial Advisors Ltd Partnership 7,283 0 New Buy 2019-12-31
Kendall Capital Management 7,250 7,250 No Change 2019-12-31
SMITH CAPITAL MANAGEMENT INC /AR/ADV 7,244 7,380 2% 2019-12-31
Milestone Group, Inc. 7,242 6,377 14% 2019-12-31
Bremer Bank National Association 7,207 11,973 40% 2019-12-31
Hartland & Co., LLC 7,080 7,080 No Change 2019-12-31
CWM, LLC 7,066 7,395 4% 2019-12-31
Beaumont Financial Partners, LLC 7,060 0 New Buy 2019-12-31
Moloney Securities Asset Management, LLC 6,964 7,451 7% 2019-12-31
Alpha Cubed Investments, LLC 6,929 5,989 16% 2019-12-31
ATRIA INVESTMENTS LLC 6,874 9,473 27% 2019-12-31
Integrated Wealth Concepts LLC 6,840 7,843 13% 2019-12-31
Blankinship & Foster, LLC 6,801 6,877 1% 2019-12-31
PagnatoKarp Partners LLC 6,797 4,632 47% 2019-12-31
GLYNN JA & CO 6,791 4,044 68% 2019-12-31
Palisade Asset Management, LLC 6,755 6,755 No Change 2019-12-31
SCHNIEDERS CAPITAL MANAGEMENT LLC 6,716 3,958 70% 2019-12-31
LAKE STREET ADVISORS GROUP, LLC 6,666 6,151 8% 2019-12-31
VISTA CAPITAL PARTNERS, INC. 6,641 6,641 No Change 2019-12-31
Beaton Management Co. Inc. 6,599 6,600 0% 2019-12-31
Biltmore Family Office, LLC 6,579 6,507 1% 2019-12-31
SCBT FINANCIAL CORP 6,571 6,856 4% 2019-12-31
ACIMA PRIVATE WEALTH, LLC 6,539 6,539 No Change 2019-12-31
Integrated Advisors Network LLC 6,531 0 New Buy 2019-12-31
Argent Trust Co 6,508 7,519 13% 2019-12-31
American Investment Services, Inc. 6,494 6,757 4% 2019-12-31
Trexquant Investment LP 6,487 3,273 98% 2019-12-31
SMITH, MOORE & CO. 6,472 7,300 11% 2019-12-31
Arete Wealth Advisors, LLC 6,470 7,137 9% 2019-12-31
Financial Architects, Inc 6,419 6,304 2% 2019-12-31
Willow Creek Wealth Management Inc. 6,390 6,291 2% 2019-12-31
Evensky & Katz, Inc. 6,382 6,757 6% 2019-12-31
Van Hulzen Asset Management, LLC 6,380 6,206 3% 2019-12-31
Avestar Capital, LLC 6,324 5,809 9% 2019-12-31
First National Bank of Hutchinson 6,313 0 New Buy 2019-12-31
GRIMES & COMPANY, INC. 6,313 0 New Buy 2019-12-31
HPM Partners LLC 6,309 5,024 26% 2019-12-31
Berkeley Capital Partners, LLC 6,273 7,443 16% 2019-12-31
Key FInancial Inc 6,251 0 New Buy 2019-12-31
CCG WEALTH MANAGEMENT, LLC 6,232 6,232 No Change 2019-12-31
Calamos Wealth Management LLC 6,192 7,225 14% 2019-12-31
WSFS CAPITAL MANAGEMENT, LLC 6,183 6,012 3% 2019-12-31
Vivaldi Capital Management, LLC 6,154 5,643 9% 2019-12-31
Asset Planning Services, Ltd. 6,152 6,524 6% 2019-12-31
TOCQUEVILLE ASSET MANAGEMENT LP 6,113 5,167 18% 2019-12-31
Spears Abacus Advisors LLC 6,102 6,102 No Change 2019-12-31
Prestige Wealth Management Group LLC 6,091 6,214 2% 2019-12-31
Budros, Ruhlin & Roe, Inc. 6,074 6,110 1% 2019-12-31
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 6,055 6,316 4% 2019-12-31
WESTFIELD CAPITAL MANAGEMENT CO LP 6,041 0 New Buy 2019-12-31
Cable Hill Partners, LLC 6,037 6,037 No Change 2019-12-31
SECURITY NATIONAL TRUST CO 6,000 6,000 No Change 2019-12-31
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 5,981 3,185 88% 2019-12-31
Fisher Asset Management, LLC(Kenneth L. Fisher) 5,953 7,399 20% 2019-12-31
FRONT BARNETT ASSOCIATES LLC 5,940 5,950 0% 2019-12-31
PROEQUITIES, INC. 5,912 1,781 232% 2019-12-31
UNITED BANK /VA/ 5,866 6,697 12% 2019-12-31
Petix & Botte Co 5,860 0 New Buy 2019-12-31
Joel Isaacson & Co., LLC 5,833 4,582 27% 2019-12-31
World Asset Management Inc 5,771 0 New Buy 2019-12-31
MA Private Wealth 5,758 8,919 35% 2019-12-31
PALLADIUM PARTNERS LLC 5,741 0 New Buy 2019-12-31
Stonebridge Capital Advisors LLC 5,740 6,031 5% 2019-12-31
Cribstone Capital Management, LLC 5,731 8,682 34% 2019-12-31
DONALDSON CAPITAL MANAGEMENT, LLC 5,728 5,942 4% 2019-12-31
Resonant Capital Advisors, LLC 5,720 0 New Buy 2019-12-31
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 5,715 5,599 2% 2019-12-31
Advisory Resource Group 5,708 3,181 79% 2019-12-31
PERSONAL CFO SOLUTIONS, LLC 5,705 4,646 23% 2019-12-31
Epstein & White Financial LLC 5,704 5,810 2% 2019-12-31
Arvest Trust Co 5,687 5,687 No Change 2019-12-31
Dynamic Advisors Solutions LLC 5,669 5,655 0% 2019-12-31
Mount Yale Investment Advisors, LLC 5,657 6,158 8% 2019-12-31
Smith, Salley & Associates 5,656 5,631 0% 2019-12-31
Clear Creek Financial Management, LLC 5,624 5,609 0% 2019-12-31
Prime Capital Investment Advisors, LLC 5,500 5,500 No Change 2019-12-31
S&CO INC 5,499 5,499 No Change 2019-12-31
WealthBridge Capital Management, LLC 5,481 5,094 8% 2019-12-31
CITIZENS & NORTHERN CORP 5,470 5,470 No Change 2019-12-31
Meristem, LLP 5,435 6,005 9% 2019-12-31
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 5,422 4,824 12% 2019-12-31
Guidance Point Advisors, LLC 5,335 5,494 3% 2019-12-31
Allred Capital Management, LLC 5,329 5,443 2% 2019-12-31
Covington Capital Management 5,295 5,374 1% 2019-12-31
NICOLET ADVISORY SERVICES, LLC 5,248 4,508 16% 2019-12-31
AVALON ADVISORS L P 5,189 5,189 No Change 2019-12-31
KANAWHA CAPITAL MANAGEMENT LLC 5,182 5,172 0% 2019-12-31
OAK RIDGE INVESTMENTS LLC 5,140 0 New Buy 2019-12-31
BRADLEY FOSTER & SARGENT INC/CT 5,130 4,164 23% 2019-12-31
COURIER CAPITAL CORP 5,041 5,429 7% 2019-12-31
ROPES WEALTH ADVISORS LLC 5,040 8,527 41% 2019-12-31
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 5,038 5,088 1% 2019-12-31
TNB Financial 5,020 5,020 No Change 2019-12-31
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 4,981 0 New Buy 2019-12-31
SeaCrest Wealth Management, LLC 4,920 4,880 1% 2019-12-31
PLANNING ALTERNATIVES LTD /ADV 4,913 4,970 1% 2019-12-31
Aveo Capital Partners, LLC 4,892 1,800 172% 2019-12-31
Midwest Professional Planners, LTD. 4,867 16,183 70% 2019-12-31
VALLEY NATIONAL ADVISERS INC 4,832 4,832 No Change 2019-12-31
CAMBRIDGE TRUST CO 4,783 4,283 12% 2019-12-31
FIRST FINANCIAL CORP /IN/ 4,773 4,785 0% 2019-12-31
CAPITAL CITY TRUST CO/FL 4,765 4,765 No Change 2019-12-31
Asset Management Group, Inc. 4,760 5,485 13% 2019-12-31
United Asset Strategies, Inc. 4,753 4,723 1% 2019-12-31
Summit Financial Strategies, Inc. 4,734 4,806 1% 2019-12-31
Altium Wealth Management LLC 4,734 4,710 1% 2019-12-31
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 4,714 4,789 2% 2019-12-31
Glassman Wealth Services 4,697 4,257 10% 2019-12-31
THOMPSON SIEGEL & WALMSLEY LLC 4,685 2,508 87% 2019-12-31
SHUFRO ROSE & CO LLC 4,676 4,694 0% 2019-12-31
Aft, Forsyth & Company, Inc. 4,670 4,670 No Change 2019-12-31
Brookmont Capital Management 4,670 4,682 0% 2019-12-31
SPINNAKER TRUST 4,641 4,641 No Change 2019-12-31
Madison Asset Management, LLC 4,624 0 New Buy 2019-12-31
Investors Financial Group, LLC 4,622 0 New Buy 2019-12-31
BINGHAM OSBORN & SCARBOROUGH LLC 4,604 4,604 No Change 2019-12-31
ARGI Investment Services, LLC 4,604 4,220 9% 2019-12-31
Parisi Gray Wealth Management 4,578 4,600 0% 2019-12-31
SVA Plumb Wealth Management, LLC 4,562 1,813 152% 2019-12-31
Carnegie Capital Asset Management, LLC 4,546 4,446 2% 2019-12-31
LWS Wealth Advisors, Inc. 4,524 0 New Buy 2019-12-31
Archford Capital Strategies, LLC 4,491 5,227 14% 2019-12-31
Tranquility Partners, LLC 4,474 4,756 6% 2019-12-31
Kovitz Investment Group Partners, LLC 4,453 4,902 9% 2019-12-31
DAVENPORT & CO LLC 4,404 6,026 27% 2019-12-31
Winslow, Evans & Crocker, Inc. 4,394 4,394 No Change 2019-12-31
Leonard Rickey Investment Advisors P.L.L.C. 4,362 4,534 4% 2019-12-31
GREATMARK INVESTMENT PARTNERS, INC. 4,345 4,345 No Change 2019-12-31
WMS Partners, LLC 4,340 5,504 21% 2019-12-31
CAPITAL INSIGHT PARTNERS, LLC 4,338 0 New Buy 2019-12-31
Alexandria Capital, LLC 4,316 4,312 0% 2019-12-31
Chicago Capital, LLC 4,297 4,297 No Change 2019-12-31
Good Life Advisors, LLC 4,278 4,610 7% 2019-12-31
Total Wealth Planning, LLC 4,243 4,258 0% 2019-12-31
Pathway Financial Advisors LLC 4,192 22,797 82% 2019-12-31
CRA Financial Services, LLC 4,181 4,054 3% 2019-12-31
WEDBUSH MORGAN SECURITIES INC 4,124 3,632 14% 2019-12-31
WELLINGTON MANAGEMENT CO LLP 4,120 6,916 40% 2019-12-31
WELCH & FORBES LLC 4,115 4,115 No Change 2019-12-31
PEOPLES BANK NATIONAL ASSOCIATION 4,103 4,398 7% 2019-12-31
Wealthstar Advisors, LLC 4,087 4,007 2% 2019-12-31
Samalin Investment Counsel, LLC 4,043 0 New Buy 2019-12-31
CLS INVESTMENT FIRM, LLC 4,030 4,030 No Change 2019-12-31
GREENLEAF TRUST 3,969 4,193 5% 2019-12-31
Opus Capital Group, LLC 3,918 4,552 14% 2019-12-31
Harborview Advisors, LLC 3,914 4,172 6% 2019-12-31
Perigon Wealth Management, LLC 3,906 6,002 35% 2019-12-31
CHICAGO EQUITY PARTNERS LLC 3,900 0 New Buy 2019-12-31
Meridian Wealth Advisors, LLC 3,899 4,112 5% 2019-12-31
CARRET ASSET MANAGEMENT 3,880 3,880 No Change 2019-12-31
BANK OF THE WEST 3,869 4,074 5% 2019-12-31
Hudson Capital Management LLC 3,859 0 New Buy 2019-12-31
Summit X, LLC 3,834 3,833 0% 2019-12-31
Clark Capital Management Group, Inc. 3,817 4,058 6% 2019-12-31
FLOW TRADERS U.S. LLC 3,816 28,377 87% 2019-12-31
Chicago Partners Investment Group LLC 3,783 3,609 5% 2019-12-31
SVB Wealth Advisory, Inc. 3,760 0 New Buy 2019-12-31
YCMNET ADVISORS INC 3,758 3,637 3% 2019-12-31
CITIZENS FINANCIAL GROUP INC/RI 1,884 3,758 50% 2019-12-31
ASSET MANAGEMENT CORP /IL/ /ADV 3,724 0 New Buy 2019-12-31
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 3,700 0 New Buy 2019-12-31
Quadrant Capital Management, LLC 3,683 3,693 0% 2019-12-31
Reynders McVeigh Capital Management, LLC 3,654 3,679 1% 2019-12-31
Emerald Investment Partners, LLC 3,601 3,601 No Change 2019-12-31
Sequoia Financial Advisors, LLC 3,588 4,023 11% 2019-12-31
Squar Milner Financial Services LLC 3,586 3,657 2% 2019-12-31
Patriot Financial Group Insurance Agency, LLC 3,578 3,577 0% 2019-12-31
Maryland Capital Management, LLC 210 3,862 95% 2019-12-31
Raab & Moskowitz Asset Management LLC 3,555 3,555 No Change 2019-12-31
Sabal Trust CO 3,540 3,540 No Change 2019-12-31
Resource Management, LLC 3,516 3,516 No Change 2019-12-31
Cornerstone Wealth Management, LLC 3,496 3,528 1% 2019-12-31
TRUSTCORE FINANCIAL SERVICES, LLC 3,488 3,807 8% 2019-12-31
Beacon Financial Advisory LLC 3,483 0 New Buy 2019-12-31
TBH Global Asset Management, LLC 3,460 0 New Buy 2019-12-31
BURNEY CO/ 2,088 1,868 12% 2019-12-31
Bridgeworth, LLC 3,405 3,402 0% 2019-12-31
Syntal Capital Partners, LLC 3,375 7,934 57% 2019-12-31
Rice Partnership, LLC 3,356 3,574 6% 2019-12-31
Change Path, LLC 216 216 No Change 2019-12-31
HOURGLASS CAPITAL, LLC 3,319 3,329 0% 2019-12-31
MARINO, STRAM & ASSOCIATES LLC 3,292 3,292 No Change 2019-12-31
Geneva Partners, LLC 3,268 2,892 13% 2019-12-31
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 3,252 4,124 21% 2019-12-31
SAND HILL ADVISORS INC/CA 3,236 3,236 No Change 2019-12-31
BRAUN STACEY ASSOCIATES INC 3,220 3,266 1% 2019-12-31
ATLANTA CAPITAL MANAGEMENT CO L L C 3,217 0 New Buy 2019-12-31
ENTERPRISE FINANCIAL SERVICES CORP 3,212 3,234 1% 2019-12-31
Wealth Architects, LLC 3,201 3,119 3% 2019-12-31
APPLETON PARTNERS INC/MA 3,185 3,185 No Change 2019-12-31
FIDUCIARY TRUST CO 3,176 3,199 1% 2019-12-31
Cedar Brook Financial Partners, LLC 3,143 3,140 0% 2019-12-31
NWK Group, Inc. 3,138 0 New Buy 2019-12-31
Corient Capital Partners, LLC 3,133 3,133 No Change 2019-12-31
SALEM INVESTMENT COUNSELORS INC 3,132 1,388 126% 2019-12-31
Vista Wealth Management Group, LLC 3,092 0 New Buy 2019-12-31
HOLLENCREST SECURITIES LLC 3,085 3,086 0% 2019-12-31
SP Asset Management 3,079 0 New Buy 2019-12-31
Ballew Advisors, Inc 3,073 3,103 1% 2019-12-31
S.A. Mason LLC 3,071 0 New Buy 2019-12-31
Financial Partners Group, Inc 3,065 3,061 0% 2019-12-31
Meridian Wealth Management, LLC 3,060 3,082 1% 2019-12-31
Dorsey & Whitney Trust CO LLC 3,059 3,020 1% 2019-12-31
CAPE COD FIVE CENTS SAVINGS BANK 3,038 3,415 11% 2019-12-31
First City Capital Management, Inc. 3,030 3,030 No Change 2019-12-31
FLAGSHIP HARBOR ADVISORS, LLC 3,028 3,874 22% 2019-12-31
LS Investment Advisors, LLC 3,016 3,016 No Change 2019-12-31
Menard Financial Group LLC 3,010 0 New Buy 2019-12-31
NOMURA ASSET MANAGEMENT CO LTD 3,007 5,404 44% 2019-12-31
FARMERS & MERCHANTS INVESTMENTS INC 3,006 2,837 6% 2019-12-31
Pinnacle Bank 2,998 1,412 112% 2019-12-31
Bedel Financial Consulting, Inc. 2,992 2,992 No Change 2019-12-31
OmniStar Financial Group, Inc. 2,990 2,189 37% 2019-12-31
BALLAST ADVISORS LLC 2,972 0 New Buy 2019-12-31
HARBOR ADVISORY CORP /MA/ 2,950 2,950 No Change 2019-12-31
Lee Financial CORP 2,944 3,049 3% 2019-12-31
Essex Savings Bank 2,939 2,634 12% 2019-12-31
CENTAURUS FINANCIAL, INC. 2,933 3,018 3% 2019-12-31
Stearns Financial Services Group 2,910 2,909 0% 2019-12-31
Clear Perspective Advisors, LLC 2,910 3,467 16% 2019-12-31
Harfst & Associates, Inc. 2,899 3,004 3% 2019-12-31
Angeles Investment Advisors, LLC 2,888 2,888 No Change 2019-12-31
Plancorp, LLC 2,888 2,888 No Change 2019-12-31
Essex Financial Services, Inc. 2,885 2,113 37% 2019-12-31
Legacy Private Trust Co. 2,847 2,908 2% 2019-12-31
Column Capital Advisors, LLC 2,847 0 New Buy 2019-12-31
National Asset Management, Inc. 2,838 2,675 6% 2019-12-31
Peachtree Investment Partners, LLC 2,828 2,832 0% 2019-12-31
Carlson Capital Management 2,822 3,330 15% 2019-12-31
CAPITAL FUND MANAGEMENT S.A. 2,800 0 New Buy 2019-12-31
Twele Capital Management, Inc. 2,797 2,797 No Change 2019-12-31
NORTHSTAR INVESTMENT ADVISORS LLC 2,786 2,786 No Change 2019-12-31
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 2,779 2,129 31% 2019-12-31
Brown Advisory Securities, LLC 2,773 2,777 0% 2019-12-31
Ridgewood Investments LLC 2,773 2,773 No Change 2019-12-31
Aspen Investment Management Inc 2,761 2,761 No Change 2019-12-31
Huber Financial Advisors, LLC 2,761 2,418 14% 2019-12-31
PRIVATE CAPITAL MANAGEMENT LLC 2,759 2,759 No Change 2019-12-31
Andesa Financial Management Inc. 2,745 2,625 5% 2019-12-31
NexWave Capital Partners LLC 2,743 0 New Buy 2019-12-31
Fernwood Investment Management, LLC 2,742 2,892 5% 2019-12-31
ST GERMAIN D J CO INC 2,740 2,740 No Change 2019-12-31
INVERNESS COUNSEL INC /NY/ 2,721 2,721 No Change 2019-12-31
Visionary Wealth Advisors 2,718 0 New Buy 2019-12-31
Jentner Corp 2,714 2,936 8% 2019-12-31
Claro Advisors LLC 2,708 2,318 17% 2019-12-31
Tortoise Investment Management, LLC 2,703 2,703 No Change 2019-12-31
TORRAY LLC 2,702 2,544 6% 2019-12-31
HBK INVESTMENTS L P 2,700 0 New Buy 2019-12-31
REDW Stanley Financial Advisors LLC 2,697 2,697 No Change 2019-12-31
FINANCIAL CONSULATE, INC 2,685 2,875 7% 2019-12-31
Hanlon Investment Management, Inc. 2,682 2,678 0% 2019-12-31
Magnus Financial Group LLC 2,672 2,658 1% 2019-12-31
Allen Investment Management LLC 2,671 2,671 No Change 2019-12-31
TRUEWEALTH LLC 2,668 2,668 No Change 2019-12-31
Pensionmark Financial Group, LLC 2,632 2,907 9% 2019-12-31
Summit Investment Advisors, Inc. 2,630 1,861 41% 2019-12-31
Private Wealth Advisors, LLC 2,619 2,619 No Change 2019-12-31
DUBUQUE BANK & TRUST CO 2,617 2,617 No Change 2019-12-31
swisspartners Advisors Ltd 2,605 0 New Buy 2019-12-31
TCI Wealth Advisors, Inc. 2,591 2,624 1% 2019-12-31
WOODMONT INVESTMENT COUNSEL LLC 2,575 2,575 No Change 2019-12-31
Gilbert & Cook, Inc. 2,573 2,673 4% 2019-12-31
GYL FINANCIAL SYNERGIES, LLC 2,549 0 New Buy 2019-12-31
BlueSky Wealth Advisors, LLC 2,526 2,526 No Change 2019-12-31
Baystate Wealth Management LLC 2,513 2,603 3% 2019-12-31
Private Ocean, LLC 2,499 2,499 No Change 2019-12-31
Global Strategic Investment Solutions, LLC 826 2,451 66% 2019-12-31
WASHINGTON TRUST BANK 2,453 1,805 36% 2019-12-31
Northwest Capital Management Inc 2,441 2,460 1% 2019-12-31
Full Sail Capital, LLC 2,436 2,436 No Change 2019-12-31
Retirement Planning Group 2,427 2,036 19% 2019-12-31
Whitnell & Co. 2,425 2,490 3% 2019-12-31
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,420 1,830 32% 2019-12-31
BEACH INVESTMENT COUNSEL INC/PA 2,412 2,412 No Change 2019-12-31
Capital Investment Advisory Services, LLC 2,350 2,585 9% 2019-12-31
Concorde Asset Management, LLC 0 195 Sold Out 2019-12-31
Kavar Capital Partners, LLC 2,336 2,336 No Change 2019-12-31
Aureus Asset Management, LLC 2,327 2,081 12% 2019-12-31
King Wealth Management Group, LLC 2,307 2,440 5% 2019-12-31
Stelac Advisory Services LLC 2,282 0 New Buy 2019-12-31
ADIRONDACK TRUST CO 2,269 2,223 2% 2019-12-31
LEAVELL INVESTMENT MANAGEMENT, INC. 2,267 2,267 No Change 2019-12-31
TRADITION ASSET MANAGEMENT LLC 2,267 2,267 No Change 2019-12-31
Shepherd Financial Partners LLC 2,266 2,568 12% 2019-12-31
Ellevest, Inc. 2,247 2,247 No Change 2019-12-31
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,237 2,236 0% 2019-12-31
VESTOR CAPITAL CORP 2,228 2,228 No Change 2019-12-31
Watchman Group, Inc. 2,220 0 New Buy 2019-12-31
Avondale Wealth Management 2,218 2,218 No Change 2019-12-31
LYELL WEALTH MANAGEMENT, LP 2,216 2,216 No Change 2019-12-31
HC Advisors, LLC 2,210 0 New Buy 2019-12-31
Abbrea Capital, LLC 2,203 2,203 No Change 2019-12-31
GW HENSSLER & ASSOCIATES LTD 2,198 2,038 8% 2019-12-31
Independence Bank of Kentucky 2,197 2,197 No Change 2019-12-31
S&T BANK/PA 2,188 0 New Buy 2019-12-31
Edgestream Partners, L.P. 2,163 2,758 22% 2019-12-31
MCF Advisors LLC 2,160 2,075 4% 2019-12-31
McNamara Financial Services, Inc. 2,158 2,158 No Change 2019-12-31
Ironwood Investment Counsel, LLC 2,151 1,697 27% 2019-12-31
Vigilant Capital Management, LLC 2,150 4,901 56% 2019-12-31
Sepio Capital, LLC 2,147 3,299 35% 2019-12-31
Virtu Financial LLC 2,137 6,228 66% 2019-12-31
QCI ASSET MANAGEMENT INC/NY 2,130 2,130 No Change 2019-12-31
Bigelow Investment Advisors, LLC 2,121 2,107 1% 2019-12-31
Stockman Asset Management 2,120 2,120 No Change 2019-12-31
OLD DOMINION CAPITAL MANAGEMENT INC 2,104 2,104 No Change 2019-12-31
McIlrath & Eck, LLC 2,098 2,267 7% 2019-12-31
CFO4Life Group, LLC 2,097 2,097 No Change 2019-12-31
MIRSKY FINANCIAL MANAGEMENT CORP. 2,096 2,096 No Change 2019-12-31
Private Wealth Partners, LLC 2,095 2,095 No Change 2019-12-31
EVERGREEN CAPITAL MANAGEMENT LLC 2,084 1,715 22% 2019-12-31
Matthew Goff Investment Advisor, LLC 2,082 0 New Buy 2019-12-31
Abbot Financial Management, Inc. 2,081 2,080 0% 2019-12-31
Sage Capital Advisors,llc 2,079 2,079 No Change 2019-12-31
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,049 1,839 11% 2019-12-31
GERMAN AMERICAN BANCORP, INC. 2,047 2,047 No Change 2019-12-31
Aptus Capital Advisors, LLC 2,037 2,773 27% 2019-12-31
HOWARD WEALTH MANAGEMENT, LLC 2,037 0 New Buy 2019-12-31
Ashfield Capital Partners, LLC 2,028 1,621 25% 2019-12-31
Insight Wealth Strategies, LLC 2,013 2,010 0% 2019-12-31
Lloyd Advisory Services, LLC. 2,001 0 New Buy 2019-12-31
Checchi Capital Advisers, LLC 2,000 0 New Buy 2019-12-31
SAGE RHINO CAPITAL LLC 2,000 2,000 No Change 2019-12-31
Strategic Wealth Partners, Ltd. 0 100 Sold Out 2019-12-31
Weaver Consulting Group 1,985 1,985 No Change 2019-12-31
PEDDOCK CAPITAL ADVISORS, LLC 1,937 2,031 5% 2019-12-31
Gibson Capital Management, Ltd. 1,930 1,930 No Change 2019-12-31
First Command Bank 1,927 2,027 5% 2019-12-31
First Command Financial Services, Inc. 1,927 2,027 5% 2019-12-31
Eldridge Investment Advisors, Inc. 1,919 1,849 4% 2019-12-31
Miracle Mile Advisors, LLC 1,918 3,098 38% 2019-12-31
Gryphon Financial Partners LLC 1,916 1,807 6% 2019-12-31
Fulcrum Capital LLC 1,897 0 New Buy 2019-12-31
HOWE & RUSLING INC 1,891 0 New Buy 2019-12-31
Hilton Capital Management, LLC 1,888 1,888 No Change 2019-12-31
Orgel Wealth Management, LLC 1,879 1,999 6% 2019-12-31
STEPHENSON NATIONAL BANK & TRUST 1,870 0 New Buy 2019-12-31
Columbia Trust Co 01012016 1,869 0 New Buy 2019-12-31
ARBOR TRUST WEALTH ADVISORS, LLC 1,866 0 New Buy 2019-12-31
LVW Advisors, LLC 1,848 1,848 No Change 2019-12-31
Anfield Capital Management, LLC 1,807 0 New Buy 2019-12-31
Liberty Capital Management, Inc. 1,805 1,834 2% 2019-12-31
ERn Financial, LLC 1,803 0 New Buy 2019-12-31
Secure Asset Management, LLC 1,802 0 New Buy 2019-12-31
WEATHERLY ASSET MANAGEMENT LP /ADV 1,793 1,793 No Change 2019-12-31
Advisors Capital Management, LLC 1,790 0 New Buy 2019-12-31
BRANDYWINE OAK PRIVATE WEALTH LLC 1,781 1,781 No Change 2019-12-31
MAGNOLIA CAPITAL ADVISORS LLC 1,781 0 New Buy 2019-12-31
AYRSHIRE ASSOCIATES INC 1,771 1,771 No Change 2019-12-31
SNS Financial Group, LLC 1,771 1,850 4% 2019-12-31
Bragg Financial Advisors, Inc 1,765 1,765 No Change 2019-12-31
Circle Wealth Management, LLC 1,761 1,752 1% 2019-12-31
Riverpoint Wealth Management Holdings, LLC 1,756 1,756 No Change 2019-12-31
PFG Advisors 1,751 1,825 4% 2019-12-31
Stuart Chaussee & Associates, Inc. 1,750 1,750 No Change 2019-12-31
Strategic Advisors LLC 1,749 1,742 0% 2019-12-31
GFG Capital, LLC 1,737 0 New Buy 2019-12-31
BURKE & HERBERT BANK & TRUST CO 1,721 0 New Buy 2019-12-31
WEALTHSOURCE PARTNERS, LLC 1,704 1,783 4% 2019-12-31
Americana Partners, LLC 1,704 0 New Buy 2019-12-31
Karp Capital Management Corp 1,700 1,845 8% 2019-12-31
KCS Wealth Advisory 1,696 1,980 14% 2019-12-31
MainStreet Investment Advisors LLC 1,694 1,694 No Change 2019-12-31
STATE STREET CORP 1,680 0 New Buy 2019-12-31
MOULTON WEALTH MANAGEMENT, INC 1,680 0 New Buy 2019-12-31
STRATEGY ASSET MANAGERS LLC 1,679 0 New Buy 2019-12-31
OneAscent Financial Services LLC 1,677 0 New Buy 2019-12-31
RESTON WEALTH MANAGEMENT LLC 1,662 0 New Buy 2019-12-31
55I, LLC 1,661 0 New Buy 2019-12-31
Sugarloaf Wealth Management, LLC 1,658 0 New Buy 2019-12-31
HCR Wealth Advisors 1,656 1,656 No Change 2019-12-31
Belpointe Asset Management LLC 1,272 0 New Buy 2019-12-31
Hartford Financial Management Inc. 1,641 1,641 No Change 2019-12-31
BANK HAPOALIM BM 1,638 1,676 2% 2019-12-31
Bank of Marin 1,635 0 New Buy 2019-12-31
Wellington Shields Capital Management, LLC 1,633 1,633 No Change 2019-12-31
McAdam, LLC 1,632 1,745 6% 2019-12-31
CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,614 1,330 21% 2019-12-31
ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,610 1,610 No Change 2019-12-31
Taylor Hoffman Wealth Management 1,608 1,670 4% 2019-12-31
Colonial Asset Management, Inc. 1,602 1,627 2% 2019-12-31
Quantbot Technologies LLC 1,591 2,913 45% 2019-12-31
MOTCO 1,580 1,117 41% 2019-12-31
Chesapeake Wealth Management 1,580 1,930 18% 2019-12-31
Stratford Consulting, LLC 1,557 1,557 No Change 2019-12-31
O'Dell Group, LLC 1,553 1,552 0% 2019-12-31
NBT BANK N A /NY 1,552 0 New Buy 2019-12-31
PETTYJOHN CO 1,521 1,585 4% 2019-12-31
Sheaff Brock Investment Advisors, LLC 1,520 0 New Buy 2019-12-31
Apexium Financial, LP 1,511 0 New Buy 2019-12-31
Bridgecreek Investment Management, LLC 1,500 1,500 No Change 2019-12-31
Empirical Financial Services, LLC 1,495 0 New Buy 2019-12-31
360 Financial, Inc. 1,492 0 New Buy 2019-12-31
Burt Wealth Advisors 1,487 1,487 No Change 2019-12-31
Frontier Wealth Management LLC 1,487 1,885 21% 2019-12-31
LGL PARTNERS, LLC 1,486 1,482 0% 2019-12-31
LOOMIS SAYLES & CO L P 1,478 0 New Buy 2019-12-31
Coastal Investment Advisors, Inc. 0 1,758 Sold Out 2019-12-31
Ledyard National Bank 1,474 1,973 25% 2019-12-31
Koshinski Asset Management, Inc. 1,466 1,398 5% 2019-12-31
BBK Capital Partners, LLC 1,448 1,673 13% 2019-12-31
Jaffetilchin Investment Partners, LLC 1,437 1,433 0% 2019-12-31
FIRST MIDWEST BANK TRUST DIVISION 1,426 1,292 10% 2019-12-31
VAN STRUM & TOWNE INC 1,426 1,426 No Change 2019-12-31
Pinnacle Advisory Group, Inc. 1,425 0 New Buy 2019-12-31
Royal Harbor Partners, LLC 1,422 0 New Buy 2019-12-31
KING LUTHER CAPITAL MANAGEMENT CORP 1,416 1,416 No Change 2019-12-31
WESPAC Advisors SoCal, LLC 1,415 1,575 10% 2019-12-31
LCNB CORP 1,414 1,414 No Change 2019-12-31
Paragon Capital Management LLC 1,413 1,538 8% 2019-12-31
Kore Private Wealth LLC 1,409 1,314 7% 2019-12-31
CAMBIAR INVESTORS LLC 1,404 1,404 No Change 2019-12-31
Venture Visionary Partners LLC 1,391 0 New Buy 2019-12-31
Head & Associates, LLC 1,386 1,298 7% 2019-12-31
KLINGENSTEIN FIELDS & CO LLC 1,380 1,505 8% 2019-12-31
New England Professional Planning Group Inc. 1,380 0 New Buy 2019-12-31
Telos Capital Management, Inc. 1,375 1,375 No Change 2019-12-31
Bristlecone Advisors, LLC 1,365 0 New Buy 2019-12-31
FORT PITT CAPITAL GROUP, LLC 1,364 0 New Buy 2019-12-31
FIRST MANHATTAN CO 1,360 1,410 4% 2019-12-31
BOSTON FAMILY OFFICE LLC 1,354 1,272 6% 2019-12-31
Hillstrust 1,350 1,350 No Change 2019-12-31
BOURGEON CAPITAL MANAGEMENT LLC 1,350 1,350 No Change 2019-12-31
USAdvisors Wealth Management, LLC 1,347 1,517 11% 2019-12-31
Adviser Investments LLC 1,345 1,345 No Change 2019-12-31
LexAurum Advisors, LLC 1,345 0 New Buy 2019-12-31
Iron Financial, LLC 1,344 1,331 1% 2019-12-31
ING INVESTMENT MANAGEMENT LLC 1,335 0 New Buy 2019-12-31
Single Point Partners, LLC 1,332 0 New Buy 2019-12-31
Dougherty Wealth Advisers LLC 1,327 1,327 No Change 2019-12-31
Laidlaw Wealth Management LLC 1,323 0 New Buy 2019-12-31
Family Firm, Inc. 1,320 0 New Buy 2019-12-31
LIBERTY WEALTH MANAGEMENT LLC 1,316 1,316 No Change 2019-12-31
CYPRESS CAPITAL MANAGEMENT LLC 1,308 1,308 No Change 2019-12-31
CONDOR CAPITAL MANAGEMENT 1,308 0 New Buy 2019-12-31
FFT WEALTH MANAGEMENT LLC 1,305 1,304 0% 2019-12-31
ADVISOR PARTNERS LLC 1,304 0 New Buy 2019-12-31
Renaissance Technologies(Jim Simons) 1,300 0 New Buy 2019-12-31
Kuntz Lesher Capital LLC 1,300 1,300 No Change 2019-12-31
Atlantic Trust, LLC 1,300 1,300 No Change 2019-12-31
Front Row Advisors LLC 1,300 1,300 No Change 2019-12-31
Peninsula Wealth, LLC 1,294 1,294 No Change 2019-12-31
INGALLS & SNYDER LLC 1,288 1,261 2% 2019-12-31
HBW Advisory Services LLC 1,282 0 New Buy 2019-12-31
TEXAS CAPITAL BANCSHARES INC/TX 1,277 1,277 No Change 2019-12-31
LBMC INVESTMENT ADVISORS, LLC 1,275 1,274 0% 2019-12-31
Graves-Light Private Wealth Management, Inc. 1,275 1,275 No Change 2019-12-31
Legacy Wealth Management, Inc 1,274 1,806 29% 2019-12-31
Regis Management CO LLC 1,265 1,265 No Change 2019-12-31
REGENTATLANTIC CAPITAL LLC 1,251 1,251 No Change 2019-12-31
DAVIDSON TRUST CO 1,244 0 New Buy 2019-12-31
Klingman & Associates, LLC 1,240 0 New Buy 2019-12-31
GODSEY & GIBB ASSOCIATES 1,239 0 New Buy 2019-12-31
Wealthquest Corp 1,239 0 New Buy 2019-12-31
RFG Advisory Group, LLC 1,238 0 New Buy 2019-12-31
FCA CORP /TX 1,235 0 New Buy 2019-12-31
FIRST HAWAIIAN BANK 1,230 0 New Buy 2019-12-31
FARR MILLER & WASHINGTON LLC/DC 1,226 0 New Buy 2019-12-31
Ausdal Financial Partners, Inc. 1,223 1,515 19% 2019-12-31
Stordahl Capital Management, Inc. 1,223 0 New Buy 2019-12-31
Oxbow Advisors, LLC 1,220 1,434 15% 2019-12-31
MASTRAPASQUA ASSET MANAGEMENT INC 1,207 0 New Buy 2019-12-31
Hubbell Strickland Wealth Management, LLC 1,202 0 New Buy 2019-12-31
New Potomac Partners, LLC 1,200 1,200 No Change 2019-12-31
Carmichael Hill & Associates, Inc. 1,195 0 New Buy 2019-12-31
MURPHY CAPITAL MANAGEMENT INC 1,189 0 New Buy 2019-12-31
TrinityPoint Wealth, LLC 1,186 0 New Buy 2019-12-31
RGT Capital Management, Ltd. 1,185 0 New Buy 2019-12-31
FIRST AMERICAN TRUST CO 1,180 0 New Buy 2019-12-31
Baugh & Associates, LLC 1,172 0 New Buy 2019-12-31
Kingfisher Capital LLC 1,165 0 New Buy 2019-12-31
Hollow Brook Associates LLC 1,162 0 New Buy 2019-12-31
Providence Capital Advisors, LLC 1,158 582 99% 2019-12-31
Broadleaf Partners, LLC 1,151 0 New Buy 2019-12-31
YOUNGS ADVISORY GROUP, INC. 1,148 0 New Buy 2019-12-31
Principle Wealth Partners LLC 1,138 0 New Buy 2019-12-31
Armor Investment Advisors, LLC 1,137 2,017 44% 2019-12-31
Sailer Financial LLC 1,100 0 New Buy 2019-12-31
OLD SECOND NATIONAL BANK OF AURORA 1,081 1,081 No Change 2019-12-31
COUNTRY TRUST BANK 1,078 1,078 No Change 2019-12-31
JNBA Financial Advisors 1,075 1,075 No Change 2019-12-31
Firestone Capital Management 1,040 0 New Buy 2019-12-31
CABANA LLC 1,033 0 New Buy 2019-12-31
Edge Wealth Management LLC 1,029 1,029 No Change 2019-12-31
Jacobi Capital Management LLC 1,029 992 4% 2019-12-31
Lindbrook Capital, LLC 1,026 1,026 No Change 2019-12-31
Selective Wealth Management 1,012 1,187 15% 2019-12-31
Aspire Private Capital, LLC 1,007 992 2% 2019-12-31
PAYDEN & RYGEL 1,000 1,000 No Change 2019-12-31
BENJAMIN F. EDWARDS & COMPANY, INC. 973 976 0% 2019-12-31
Capital Investment Counsel, Inc 959 959 No Change 2019-12-31
Lionsbridge Wealth Management LLC 916 0 New Buy 2019-12-31
Main Management LLC 915 915 No Change 2019-12-31
TrueNorth, Inc. 910 910 No Change 2019-12-31
Fusion Family Wealth LLC 908 708 28% 2019-12-31
REILLY FINANCIAL ADVISORS, LLC 903 903 No Change 2019-12-31
Larson Financial Group LLC 891 894 0% 2019-12-31
Bay Harbor Wealth Management, LLC 828 828 No Change 2019-12-31
Sonora Investment Management, LLC 826 826 No Change 2019-12-31
PIN OAK INVESTMENT ADVISORS INC 811 811 No Change 2019-12-31
First Personal Financial Services 765 765 No Change 2019-12-31
Lighthouse Financial Advisors, Inc. 762 0 New Buy 2019-12-31
TRUE Private Wealth Advisors 744 0 New Buy 2019-12-31
KINGS POINT CAPITAL MANAGEMENT 742 742 No Change 2019-12-31
TD Capital Management LLC 717 717 No Change 2019-12-31
Hanson McClain, Inc. 702 117 500% 2019-12-31
CNB Bank 701 701 No Change 2019-12-31
Tradewinds Capital Management, LLC 683 400 71% 2019-12-31
Cedar Wealth Management, LLC 662 0 New Buy 2019-12-31
TFG Advisers LLC 647 0 New Buy 2019-12-31
CX Institutional 629 629 No Change 2019-12-31
Jackson, Grant Investment Advisers, Inc. 627 645 3% 2019-12-31
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 619 0 New Buy 2019-12-31
Focused Wealth Management, Inc 615 628 2% 2019-12-31
FinTrust Capital Advisors, LLC 597 597 No Change 2019-12-31
TRUST CO OF VERMONT 585 585 No Change 2019-12-31
Affiance Financial, LLC 581 0 New Buy 2019-12-31
Lenox Wealth Management, Inc. 560 570 2% 2019-12-31
Tower View Investment Management & Research LLC 558 555 1% 2019-12-31
Jackson Hole Capital Partners, LLC 553 553 No Change 2019-12-31
FEDERATED INVESTORS INC /PA/ 550 0 New Buy 2019-12-31
Great Diamond Partners, LLC 543 0 New Buy 2019-12-31
BALDWIN BROTHERS INC/MA 530 530 No Change 2019-12-31
Laurel Wealth Advisors LLC 525 525 No Change 2019-12-31
G&S Capital LLC 500 500 No Change 2019-12-31
AlphaCore Capital LLC 460 0 New Buy 2019-12-31
Horrell Capital Management, Inc. 450 0 New Buy 2019-12-31
Hudock Moyer Wealth Resources, LLC 447 322 39% 2019-12-31
Coastal Capital Group, Inc. 436 436 No Change 2019-12-31
Core Wealth Advisors, Inc. 428 0 New Buy 2019-12-31
SMITH ASSET MANAGEMENT GROUP LP 408 0 New Buy 2019-12-31
Barrett Asset Management, LLC 400 400 No Change 2019-12-31
Perkins Coie Trust Co 400 400 No Change 2019-12-31
Rocky Mountain Advisers, LLC 356 0 New Buy 2019-12-31
Capital Bank & Trust Co 334 334 No Change 2019-12-31
PSI Advisors, LLC 315 0 New Buy 2019-12-31
Joseph P. Lucia & Associates, LLC 314 314 No Change 2019-12-31
SRS Capital Advisors, Inc. 300 299 0% 2019-12-31
HM PAYSON & CO 290 290 No Change 2019-12-31
Sowa Financial Group, Inc. 290 0 New Buy 2019-12-31
ABSOLUTE INVESTMENT MANAGEMENT LLC 279 279 No Change 2019-12-31
GSB Wealth Management, LLC 272 271 0% 2019-12-31
Belmont Capital, LLC 266 0 New Buy 2019-12-31
Cordasco Financial Network 251 251 No Change 2019-12-31
Old North State Trust, LLC 251 305 18% 2019-12-31
Litman Gregory Asset Management LLC 246 15 1,540% 2019-12-31
DeDora Capital, Inc. 238 0 New Buy 2019-12-31
Atlas Private Wealth Management 236 0 New Buy 2019-12-31
SYM FINANCIAL CORPORATION 234 234 No Change 2019-12-31
1 NORTH WEALTH SERVICES LLC 220 180 22% 2019-12-31
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 215 0 New Buy 2019-12-31
Cranbrook Wealth Management, LLC 212 212 No Change 2019-12-31
Bogart Wealth, LLC 211 208 1% 2019-12-31
Willingdon Wealth Management 206 206 No Change 2019-12-31
FIRST INTERSTATE BANK 200 200 No Change 2019-12-31
RESOURCES MANAGEMENT CORP /CT/ /ADV 192 192 No Change 2019-12-31
CREATIVE FINANCIAL DESIGNS INC /ADV 188 1,044 82% 2019-12-31
ATTICUS WEALTH MANAGEMENT, LLC 181 0 New Buy 2019-12-31
DELTA ASSET MANAGEMENT LLC/TN 175 175 No Change 2019-12-31
Center for Financial Planning, Inc. 175 0 New Buy 2019-12-31
Advisory Alpha, LLC 173 814 79% 2019-12-31
Lake Point Wealth Management 160 0 New Buy 2019-12-31
RPG Investment Advisory, LLC 150 150 No Change 2019-12-31
HighMark Wealth Management LLC 145 0 New Buy 2019-12-31
MCMILLION CAPITAL MANAGEMENT INC 135 135 No Change 2019-12-31
Farmers & Merchants Trust Co of Chambersburg PA 135 135 No Change 2019-12-31
Capital Asset Advisory Services LLC 125 14,080 99% 2019-12-31
Investment Research & Advisory Group, Inc. 115 0 New Buy 2019-12-31
ANDERSON FISHER LLC 114 0 New Buy 2019-12-31
VICTORY CAPITAL MANAGEMENT INC 112 743 85% 2019-12-31
Filbrandt Wealth Management, LLC 110 0 New Buy 2019-12-31
PineBridge Investments Ltd 105 105 No Change 2019-12-31
Norway Savings Bank 100 100 No Change 2019-12-31
MANCHESTER FINANCIAL INC 100 0 New Buy 2019-12-31
Lehman & Derafelo Financial Resources LLC 85 85 No Change 2019-12-31
Transamerica Financial Advisors, Inc. 78 76 3% 2019-12-31
North Star Investment Management Corp. 77 77 No Change 2019-12-31
HawsGoodwin Investment Management LLC 74 0 New Buy 2019-12-31
CENTRAL BANK & TRUST CO 73 73 No Change 2019-12-31
Gierl Augustine Investment Management Inc 73 0 New Buy 2019-12-31
MBM Wealth Consultants, LLC 66 66 No Change 2019-12-31
Financial Enhancement Group LLC 48 288 83% 2019-12-31
Stewardship Financial Advisors, LLC 48 48 No Change 2019-12-31
Total Clarity Wealth Management, Inc. 46 0 New Buy 2019-12-31
WEBSTER BANK, N. A. 44 44 No Change 2019-12-31
Bell Rock Capital LLC 38 38 No Change 2019-12-31
Founders Capital Management 36 36 No Change 2019-12-31
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 32 32 No Change 2019-12-31
TOTH FINANCIAL ADVISORY CORP 30 30 No Change 2019-12-31
Savior LLC 26 0 New Buy 2019-12-31
TI-TRUST, INC 21 0 New Buy 2019-12-31
Cascade Investment Advisors, Inc. 15 10 50% 2019-12-31
Lowe fs, LLC 13 13 No Change 2019-12-31
Fortis Advisors, LLC 13 1 1,200% 2019-12-31
Vectors Research Management, LLC 12 61 80% 2019-12-31
IndexIQ Advisors LLC 10 10 No Change 2019-12-31
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 8 159 95% 2019-12-31
Silicon Hills Wealth Management, LLC 1 0 New Buy 2019-12-31
MOODY LYNN & CO/ 0 1,371 Sold Out 2019-12-31
AlphaMark Advisors, LLC 0 200 Sold Out 2019-12-31
SCHMEIDLER A R & CO INC 0 1,393 Sold Out 2019-12-31
M&T BANK CORP 0 3,254,949 Sold Out 2019-12-31
SG Americas Securities, LLC 0 97,372 Sold Out 2019-12-31
DAL Investment CO 0 77,008 Sold Out 2019-12-31
HENDERSON GROUP PLC 0 4,135 Sold Out 2019-12-31
AXA 0 1,002,040 Sold Out 2019-12-31
BAINCO INTERNATIONAL INVESTORS 0 1,650 Sold Out 2019-12-31
CHILTON CAPITAL MANAGEMENT LLC 0 10,362 Sold Out 2019-12-31
Grandfield & Dodd, LLC 0 1,458 Sold Out 2019-12-31
CASTLEARK MANAGEMENT LLC 0 5,830 Sold Out 2019-12-31
WASHINGTON TRUST CO 0 4,434 Sold Out 2019-12-31
Coe Capital Management, LLC 0 1,980 Sold Out 2019-12-31
Nelson Roberts Investment Advisors, LLC 0 976 Sold Out 2019-12-31
Pennsylvania Trust Co 0 13,044 Sold Out 2019-12-31
PECAUT & CO. 0 7 Sold Out 2019-12-31
GIRARD PARTNERS LTD. 0 1,268 Sold Out 2019-12-31
Coyle Financial Counsel, Inc. 0 6,910 Sold Out 2019-12-31
Rezny Wealth Management, Inc. 0 1,367 Sold Out 2019-12-31
Venturi Wealth Management, LLC 0 2,055 Sold Out 2019-12-31
Sterling Investment Advisors, Ltd. 0 9 Sold Out 2019-12-31
Ackerman Capital Advisors, LLC 0 4,635 Sold Out 2019-12-31
Claraphi Advisory Network, LLC 0 180 Sold Out 2019-12-31
CenterStar Asset Management, LLC 0 400 Sold Out 2019-12-31
Crewe Advisors LLC 0 123 Sold Out 2019-12-31
STRATEGIC CAPITAL ADVISERS, INC. 0 330 Sold Out 2019-12-31
Secrest Blakey & Associates, LLC 0 651 Sold Out 2019-12-31
Summit Trail Advisors, LLC 0 3,275 Sold Out 2019-12-31
Centerpoint Advisors, LLC 0 150 Sold Out 2019-12-31
WHITENER CAPITAL MANAGEMENT, INC. 0 479 Sold Out 2019-12-31
Elmwood Wealth Management, Inc. 0 100 Sold Out 2019-12-31
Quad-Cities Investment Group, LLC 0 252 Sold Out 2019-12-31
Wealthfront Advisers LLC 0 1,272 Sold Out 2019-12-31
Executive Wealth Management, LLC 0 879 Sold Out 2019-12-31
Van Leeuwen & Company, LLC 0 1,570 Sold Out 2019-12-31
Garrett Wealth Advisory Group, LLC 0 406 Sold Out 2019-12-31
Vestmark Advisory Solutions, Inc. 0 1,268 Sold Out 2019-12-31
Thor Advisors, LLC 0 382 Sold Out 2019-12-31
GeoWealth Management, LLC 0 1,414 Sold Out 2019-12-31
BRIDGER CAPITAL MANAGEMENT, LLC 0 690 Sold Out 2019-12-31
EVOKE WEALTH, LLC 0 99 Sold Out 2019-12-31
*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*