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STOCK TICKER:
ISHARE RUS 2000 VALU   (ticker: IWN)
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
MORGAN STANLEY 7,844,148 0 New Buy 2020-06-30
JONES FINANCIAL COMPANIES LLLP 2,229 4,472,261 100% 2020-06-30
Starboard Value LP 3,405,000 0 New Buy 2020-06-30
BANK OF AMERICA CORP /DE/ 3,042,609 0 New Buy 2020-06-30
TIAA, FSB 1,010 1,655 39% 2020-06-30
WELLS FARGO & CO/MN 1,638,332 2,274,612 28% 2020-06-30
COMMONWEALTH EQUITY SERVICES, LLC. 1,466,748 1,464,201 0% 2020-06-30
ENVESTNET ASSET MANAGEMENT INC 1,446,132 1,414,183 2% 2020-06-30
Betterment LLC 1,191,952 2,056,558 42% 2020-06-30
Amerivest Investment Management LLC 1,156,209 1,219,922 5% 2020-06-30
GOLDMAN SACHS GROUP INC 3,840 0 New Buy 2020-06-30
Alaska Permanent Fund Corp 1,036,493 2,389,509 57% 2020-06-30
SYNOVUS FINANCIAL CORP 843,531 540,389 56% 2020-06-30
UBS Group AG 338 1,258 73% 2020-06-30
DAVIDSON D A & CO 775,913 756,507 3% 2020-06-30
M&T BANK CORP 745,781 921,417 19% 2020-06-30
SoftVest Advisors, LLC 720,000 0 New Buy 2020-06-30
JANE STREET GROUP, LLC 714,227 23,723 2,911% 2020-06-30
NORTHERN TRUST CORP 701,236 0 New Buy 2020-06-30
VICTORY CAPITAL MANAGEMENT INC 621,031 623,891 0% 2020-06-30
ETRADE Capital Management LLC 795 722 10% 2020-06-30
ROYAL BANK OF CANADA 519,445 0 New Buy 2020-06-30
LPL Financial CORP 478,604 479,816 0% 2020-06-30
STEPHENS GROUP ASSET MANAGEMENT, LLC 432,303 446,589 3% 2020-06-30
COMMERCE BANK N A/MO 400,752 448,814 11% 2020-06-30
MANUFACTURERES LIFE INSURANCE CO 395,099 0 New Buy 2020-06-30
Oak Hill Investment Management, L.P. 391,238 853,852 54% 2020-06-30
OXFORD FINANCIAL GROUP LTD 379,717 362,225 5% 2020-06-30
US BANCORP DE 372,725 446,638 17% 2020-06-30
BB&T CORP 364,436 0 New Buy 2020-06-30
SEI INVESTMENTS CO 327,027 383,836 15% 2020-06-30
CITIGROUP INC 312,209 68,102 358% 2020-06-30
Bank of New York Mellon CORP 305,072 281,283 8% 2020-06-30
STEPHENS INC /AR/ 293,803 294,034 0% 2020-06-30
Heritage Wealth Advisors 281,343 0 New Buy 2020-06-30
J P MORGAN CHASE & CO 267,425 258,164 4% 2020-06-30
BANK OF MONTREAL /CAN/ 267,095 222,203 20% 2020-06-30
VAUGHAN NELSON SCARBOROUGH & MCCULLOUGH LP 242,520 0 New Buy 2020-06-30
Comprehensive Financial Management LLC 230,481 230,481 No Change 2020-06-30
Aristotle Capital Boston, LLC 226,351 224,614 1% 2020-06-30
Waldron, LP 206,806 173,470 19% 2020-06-30
Susquehanna International Group, LLP 195,378 309,668 37% 2020-06-30
AMG National Trust Bank 7,738 0 New Buy 2020-06-30
RAYMOND JAMES & ASSOCIATES 186,602 191,049 2% 2020-06-30
Zhang Financial LLC 183,123 185,359 1% 2020-06-30
Veritable, L.P. 179,745 191,138 6% 2020-06-30
FIDUCIARY TRUST CO 171,323 233,240 27% 2020-06-30
HighTower Advisors, LLC 164,241 181,278 9% 2020-06-30
Raymond James Financial Services Advisors, Inc. 147,001 141,493 4% 2020-06-30
COURIER CAPITAL CORP 146,208 143,844 2% 2020-06-30
JACOBS LEVY EQUITY MANAGEMENT INC 146,160 0 New Buy 2020-06-30
DUPONT CAPITAL MANAGEMENT 141,322 0 New Buy 2020-06-30
EP Wealth Advisors, Inc. 138,562 21,549 543% 2020-06-30
DUFF & PHELPS INVESTMENT MANAGEMENT CO 137,240 0 New Buy 2020-06-30
Baystate Wealth Management LLC 134,050 240,059 44% 2020-06-30
REILLY FINANCIAL ADVISORS, LLC 132,672 132,449 0% 2020-06-30
Resource Management, LLC 124,090 210,565 41% 2020-06-30
RSM US WEALTH MANAGEMENT LLC 123,443 131,997 6% 2020-06-30
BBVA USA BANCSHARES INC 120,807 112,498 7% 2020-06-30
Hanson McClain, Inc. 116,423 117,854 1% 2020-06-30
BRIDGES INVESTMENT MANAGEMENT INC 115,778 115,978 0% 2020-06-30
UNIONBANCAL CORP 114,961 122,972 7% 2020-06-30
BADGLEY PHELPS & BELL INC 114,170 94,997 20% 2020-06-30
AMERIPRISE FINANCIAL INC 113,573 0 New Buy 2020-06-30
Endurant Capital Management LP 108,600 0 New Buy 2020-06-30
ASPIRIANT, LLC 107,879 22,327 383% 2020-06-30
FRANKLIN RESOURCES INC 106,193 138,226 23% 2020-06-30
WoodTrust Financial Corp 105,852 67,610 57% 2020-06-30
THOMPSON SIEGEL & WALMSLEY LLC 104,915 141,069 26% 2020-06-30
ALERUS FINANCIAL NA 101,807 89,311 14% 2020-06-30
BROWN ADVISORY HOLDINGS INC 1,239 0 New Buy 2020-06-30
F3Logic, LLC 101,355 108,416 7% 2020-06-30
WHITTIER TRUST CO 99,131 118,027 16% 2020-06-30
Independent Family Office, LLC 98,677 34,580 185% 2020-06-30
HSBC HOLDINGS PLC 97,297 0 New Buy 2020-06-30
Capital Directions Investment Advisors, LLC 94,883 117,702 19% 2020-06-30
WADE G W & INC 94,010 96,143 2% 2020-06-30
Calamos Advisors LLC 93,905 93,905 No Change 2020-06-30
SHAPIRO CAPITAL MANAGEMENT CO INC 92,037 114,737 20% 2020-06-30
Baird Financial Group, Inc. 6,446 6,446 No Change 2020-06-30
AlphaMark Advisors, LLC 87,886 107,786 18% 2020-06-30
CITADEL ADVISORS LLC (Kenneth C. Griffin) 26,171 0 New Buy 2020-06-30
MONETA GROUP INVESTMENT ADVISORS INC 86,487 244,411 65% 2020-06-30
FIFTH THIRD BANCORP 83,898 102,267 18% 2020-06-30
Covenant Partners, LLC 83,296 103,571 20% 2020-06-30
Flaharty Asset Management, LLC 81,402 0 New Buy 2020-06-30
CONCENTRIC WEALTH MANAGEMENT, LLC 78,872 66,590 18% 2020-06-30
Interactive Financial Advisors 77,259 72,701 6% 2020-06-30
Modera Wealth Management, LLC 75,030 117,069 36% 2020-06-30
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 73,223 100,413 27% 2020-06-30
Squarepoint Ops LLC 72,762 0 New Buy 2020-06-30
KEYBANK NATIONAL ASSOCIATION/OH 71,063 78,255 9% 2020-06-30
Jordan Park Group LLC 69,480 73,459 5% 2020-06-30
LBJ Family Wealth Advisors, Ltd. 69,315 69,030 0% 2020-06-30
MAI Wealth Advisors 67,804 75,211 10% 2020-06-30
GUGGENHEIM CAPITAL LLC 67,633 91,091 26% 2020-06-30
Buckingham Asset Management, LLC 67,395 83,515 19% 2020-06-30
Strategic Wealth Partners Group LLC 64,926 74,405 13% 2020-06-30
Neuberger Berman Group LLC 64,589 85,051 24% 2020-06-30
Powell Investment Advisors, LLC 62,802 45,355 38% 2020-06-30
TELEMUS CAPITAL, LLC 62,266 61,147 2% 2020-06-30
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 62,037 117,443 47% 2020-06-30
JOHNSON INVESTMENT COUNSEL INC 61,658 49,878 24% 2020-06-30
CAROLINAS WEALTH CONSULTING LLC 61,146 52,938 16% 2020-06-30
Mariner Wealth Advisors, LLC 60,015 56,315 7% 2020-06-30
Robeco Investment Management, Inc. 3,306 0 New Buy 2020-06-30
Hillcrest Wealth Advisors - NY, LLC 58,580 59,130 1% 2020-06-30
STATE STREET CORP 55,123 49,659 11% 2020-06-30
SONATA CAPITAL GROUP INC 55,105 55,475 1% 2020-06-30
GLENMEDE TRUST CO NA 52,109 56,370 8% 2020-06-30
ALLIANCEBERNSTEIN L.P. 52,005 49,079 6% 2020-06-30
HANCOCK HOLDING CO 51,446 56,191 8% 2020-06-30
ARIEL CAPITAL MANAGEMENT LLC(John Rogers) 50,654 109,800 54% 2020-06-30
Parkside Financial Bank & Trust 50,324 72,279 30% 2020-06-30
HARBOR INVESTMENT ADVISORY, LLC 49,683 47,057 6% 2020-06-30
BRYN MAWR TRUST CO/PA 48,791 82,948 41% 2020-06-30
FSA Wealth Management LLC 46,670 0 New Buy 2020-06-30
Bartlett & Co. LLC 46,567 43,517 7% 2020-06-30
Tower Research Capital LLC 45,741 0 New Buy 2020-06-30
ROYCE & ASSOCIATES LLC 45,600 24,600 85% 2020-06-30
TOCQUEVILLE ASSET MANAGEMENT LP 45,557 3,845 1,085% 2020-06-30
AdvicePeriod, LLC 43,990 75,169 41% 2020-06-30
Warren Averett Asset Management, LLC 43,020 24,046 79% 2020-06-30
Windsor Creek Advisors, LLC 42,850 0 New Buy 2020-06-30
DROMS STRAUSS ADVISORS INC /MO/ /ADV 42,805 84,985 50% 2020-06-30
Bishop & Co Investment Management, LLC 42,777 36,831 16% 2020-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42,239 81,816 48% 2020-06-30
CITIZENS & NORTHERN CORP 41,925 0 New Buy 2020-06-30
IBERIABANK CORP 41,591 46,972 11% 2020-06-30
NORTHWEST WEALTH MANAGEMENT, LLC 38,524 38,403 0% 2020-06-30
BLAIR WILLIAM & CO/IL 37,692 38,437 2% 2020-06-30
St. Louis Trust Co 37,164 37,217 0% 2020-06-30
Integrated Investment Consultants, LLC 36,305 46,869 23% 2020-06-30
Windsor Group LTD 36,281 36,968 2% 2020-06-30
SILVERCREST ASSET MANAGEMENT GROUP LLC 35,985 59,238 39% 2020-06-30
WHITTIER TRUST CO OF NEVADA INC 35,969 40,013 10% 2020-06-30
Karp Capital Management Corp 35,652 31,554 13% 2020-06-30
Taylor, Cottrill, Erickson & Associates, Inc. 35,358 28,383 25% 2020-06-30
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 35,078 0 New Buy 2020-06-30
Weiss Multi-Strategy Advisers LLC 35,000 0 New Buy 2020-06-30
BAILARD, INC. 34,341 49,686 31% 2020-06-30
FEDERATED INVESTORS INC /PA/ 34,255 34,255 No Change 2020-06-30
Brookstone Capital Management 33,803 45,907 26% 2020-06-30
STIFEL FINANCIAL CORP 4,074 0 New Buy 2020-06-30
WESBANCO BANK INC 33,542 31,034 8% 2020-06-30
One Capital Management, LLC 33,134 26,156 27% 2020-06-30
Independence Advisors, LLC 31,896 29,971 6% 2020-06-30
MERCER GLOBAL ADVISORS INC /ADV 31,838 39,996 20% 2020-06-30
Corient Capital Partners, LLC 0 32,976 Sold Out 2020-06-30
Private Advisor Group, LLC 31,327 39,055 20% 2020-06-30
Cutler Group LP 700 0 New Buy 2020-06-30
PICTON MAHONEY ASSET MANAGEMENT 30,950 4,800 545% 2020-06-30
People's United Financial, Inc. 30,532 30,660 0% 2020-06-30
Hardy Reed LLC 30,219 19,036 59% 2020-06-30
CARDINAL CAPITAL MANAGEMENT LLC /CT 30,166 0 New Buy 2020-06-30
Graves-Light Private Wealth Management, Inc. 29,913 28,897 4% 2020-06-30
GHP Investment Advisors, Inc. 29,818 31,034 4% 2020-06-30
HERON FINANCIAL GROUP, LLC 29,579 27,642 7% 2020-06-30
WELLINGTON MANAGEMENT CO LLP 29,505 5,692 418% 2020-06-30
WOLVERINE TRADING, LLC 29,224 0 New Buy 2020-06-30
Athanor Capital, LP 29,095 45,724 36% 2020-06-30
Towerpoint Wealth, LLC 28,829 28,889 0% 2020-06-30
UMB BANK N A/MO 28,397 24,789 15% 2020-06-30
Regal Wealth Group, Inc. 28,034 26,822 5% 2020-06-30
Performa Ltd (US), LLC 28,024 27,274 3% 2020-06-30
FMR LLC 17 0 New Buy 2020-06-30
BP WEALTH MANAGEMENT, LLC 130 18,077 99% 2020-06-30
Rinet Co LLC 25,295 16,761 51% 2020-06-30
Multi-Financial Securities Corp 24,920 27,461 9% 2020-06-30
LAKE STREET FINANCIAL LLC 24,567 29,425 17% 2020-06-30
Atlas Brown,Inc. 24,277 20,821 17% 2020-06-30
RHUMBLINE ADVISERS 24,206 17,196 41% 2020-06-30
TD ASSET MANAGEMENT INC 23,868 23,217 3% 2020-06-30
WSFS CAPITAL MANAGEMENT, LLC 22,815 23,404 3% 2020-06-30
TWO SIGMA SECURITIES, LLC 22,161 0 New Buy 2020-06-30
Empirical Financial Services, LLC 21,142 17,018 24% 2020-06-30
INVESTMENT PARTNERS LTD /OH/ /ADV 20,944 21,053 1% 2020-06-30
EATON VANCE MANAGEMENT 20,760 41,994 51% 2020-06-30
FINANCIAL COUNSELORS INC 20,700 18,988 9% 2020-06-30
Homrich & Berg 20,390 18,914 8% 2020-06-30
Massey, Quick & Co., LLC 20,383 31,567 35% 2020-06-30
Yale Capital CORP 20,316 20,084 1% 2020-06-30
Factorial Partners, LLC 19,800 18,200 9% 2020-06-30
Allianz Asset Management AG 19,661 0 New Buy 2020-06-30
First Allied Advisory Services, Inc. 19,645 19,899 1% 2020-06-30
Affinity Capital Advisors, LLC 19,498 19,798 2% 2020-06-30
Creative Planning 19,029 23,019 17% 2020-06-30
Southern Wealth Management, LLP 18,560 10,227 81% 2020-06-30
Strategic Financial Group, LLC 18,499 20,413 9% 2020-06-30
PRINCIPAL FINANCIAL GROUP INC 18,408 254,824 93% 2020-06-30
United Asset Strategies, Inc. 18,148 17,861 2% 2020-06-30
CITY HOLDING CO 18,092 17,912 1% 2020-06-30
ELLIOTT & ASSOCIATES 17,864 0 New Buy 2020-06-30
Goldstein Munger & Associates 17,757 17,741 0% 2020-06-30
Maltin Wealth Management, Inc. 17,677 18,337 4% 2020-06-30
Zions Bancorporation, N.A. 17,490 0 New Buy 2020-06-30
Janney Montgomery Scott LLC 17,409 28,579 39% 2020-06-30
Parallel Advisors, LLC 17,279 17,284 0% 2020-06-30
American Financial Advisors, LLC 17,089 17,508 2% 2020-06-30
Financial Strategy Network, LLC 16,663 20,440 18% 2020-06-30
Camden Capital, LLC 16,489 2,472 567% 2020-06-30
CPCM, LLC 16,379 16,191 1% 2020-06-30
SG Americas Securities, LLC 16,361 15,001 9% 2020-06-30
SMITHFIELD TRUST CO 16,276 20,924 22% 2020-06-30
MYDA Advisors LLC 16,000 0 New Buy 2020-06-30
Asset Management Group, Inc. 15,932 15,770 1% 2020-06-30
Wealth Architects, LLC 15,417 15,417 No Change 2020-06-30
H D Vest Advisory Services 15,397 51,293 70% 2020-06-30
HBK Sorce Advisory LLC 15,202 23,529 35% 2020-06-30
SHAKESPEARE WEALTH MANAGEMENT, INC. 14,990 14,856 1% 2020-06-30
LOWE BROCKENBROUGH & CO INC 14,849 0 New Buy 2020-06-30
Argent Trust Co 14,839 13,050 14% 2020-06-30
Keebeck Wealth Management, LLC 14,720 14,170 4% 2020-06-30
CREDIT SUISSE/ 14,663 66,934 78% 2020-06-30
CAPTRUST FINANCIAL ADVISORS 14,436 26,274 45% 2020-06-30
CULLEN FROST BANKERS INC 13,822 13,788 0% 2020-06-30
Disciplined Investments, LLC 13,361 13,279 1% 2020-06-30
MEEDER ASSET MANAGEMENT INC 12,867 10,526 22% 2020-06-30
Keebeck Alpha, LP 12,864 4,902 162% 2020-06-30
LifePlan Financial Group, Inc 12,830 13,354 4% 2020-06-30
FIRST MIDWEST BANK TRUST DIVISION 12,740 11,950 7% 2020-06-30
CHEMUNG CANAL TRUST CO 12,685 13,275 4% 2020-06-30
Evercore Wealth Management, LLC 12,674 12,877 2% 2020-06-30
PINNACLE FINANCIAL PARTNERS INC 12,595 12,352 2% 2020-06-30
Klingman & Associates, LLC 12,406 0 New Buy 2020-06-30
Roundview Capital LLC 12,318 10,017 23% 2020-06-30
Carnegie Capital Asset Management, LLC 12,154 11,869 2% 2020-06-30
XML Financial, LLC 12,149 11,290 8% 2020-06-30
Alera Investment Advisors, LLC 12,071 1,382 773% 2020-06-30
MASSMUTUAL TRUST CO FSB/ADV 12,070 30,073 60% 2020-06-30
Carlson Capital Management 11,617 11,617 No Change 2020-06-30
Legacy Bridge, LLC 11,085 11,025 1% 2020-06-30
Financial Advisory Service, Inc. 10,951 11,029 1% 2020-06-30
Fulton Breakefield Broenniman LLC 10,948 10,959 0% 2020-06-30
Ullmann Financial Group, Inc. 10,937 20,136 46% 2020-06-30
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 10,889 11,059 2% 2020-06-30
Capital Advisors, Ltd. LLC 10,790 1,417 661% 2020-06-30
GRIMES & COMPANY, INC. 10,594 10,500 1% 2020-06-30
Financial Network 10,586 8,962 18% 2020-06-30
Meristem, LLP 10,576 10,576 No Change 2020-06-30
Beacon Pointe Advisors, LLC 10,129 14,170 29% 2020-06-30
MANAGED ACCOUNT SERVICES INC 10,069 12,592 20% 2020-06-30
FIRST TRUST ADVISORS LP 10,058 7,848 28% 2020-06-30
Well Done, LLC 9,952 11,940 17% 2020-06-30
Quantitative Investment Management, LLC 9,859 0 New Buy 2020-06-30
Rockefeller Capital Management L.P. 9,855 14,059 30% 2020-06-30
BRANDYWINE ASSET MANAGEMENT LLC 9,797 0 New Buy 2020-06-30
UNITED CAPITAL FINANCIAL ADVISERS,INC. 9,636 0 New Buy 2020-06-30
INSIGHT 2811, INC. 9,480 8,747 8% 2020-06-30
Drexel Morgan & Co. 9,472 9,472 No Change 2020-06-30
Wealthcare Advisory Partners LLC 9,420 7,530 25% 2020-06-30
West Coast Financial LLC 9,408 10,076 7% 2020-06-30
Burns Wealth Management, Inc. 9,340 10,713 13% 2020-06-30
PINNACLE ASSOCIATES LTD 9,304 5,751 62% 2020-06-30
Harbour Capital Advisors, LLC 9,290 9,490 2% 2020-06-30
RPG Investment Advisory, LLC 8,780 8,830 1% 2020-06-30
Linscomb & Williams, Inc. 8,731 0 New Buy 2020-06-30
Valeo Financial Advisors, LLC 8,658 8,938 3% 2020-06-30
WASHINGTON TRUST BANK 8,589 8,589 No Change 2020-06-30
Pettinga Financial Advisors, LLC 8,545 10,895 22% 2020-06-30
Ziegler Capital Management, LLC 8,511 24,075 65% 2020-06-30
REGIONS FINANCIAL CORP 8,491 8,538 1% 2020-06-30
Eukles Asset Management 8,460 8,409 1% 2020-06-30
Stratos Wealth Partners, LTD. 8,339 9,233 10% 2020-06-30
STOCK YARDS BANK & TRUST CO 8,127 0 New Buy 2020-06-30
PDS Planning, Inc 8,005 6,791 18% 2020-06-30
COLONY GROUP LLC 7,981 10,850 26% 2020-06-30
BRONFMAN E.L. ROTHSCHILD, L.P. 7,830 9,451 17% 2020-06-30
PEAPACK GLADSTONE FINANCIAL CORP 7,742 9,978 22% 2020-06-30
FLOW TRADERS U.S. LLC 7,680 0 New Buy 2020-06-30
Global Retirement Partners, LLC 7,623 6,954 10% 2020-06-30
Family Firm, Inc. 7,582 6,235 22% 2020-06-30
MANAGED ASSET PORTFOLIOS, LLC 7,498 5,445 38% 2020-06-30
Atlas Private Wealth Advisors 7,484 0 New Buy 2020-06-30
BINGHAM OSBORN & SCARBOROUGH LLC 7,478 15,476 52% 2020-06-30
HIGHLAND CAPITAL MANAGEMENT CORP 7,357 7,162 3% 2020-06-30
Pinnacle Wealth Management Advisory Group, LLC 7,326 3,000 144% 2020-06-30
Carnick & Kubik Group, LLC 7,259 11,299 36% 2020-06-30
RAYMOND JAMES TRUST CO 7,238 6,864 5% 2020-06-30
QUADRANT CAPITAL GROUP LLC 7,121 0 New Buy 2020-06-30
BHK Investment Advisors, LLC 7,081 6,879 3% 2020-06-30
WEALTHSOURCE PARTNERS, LLC 7,050 7,955 11% 2020-06-30
TOMPKINS FINANCIAL CORP 6,955 6,955 No Change 2020-06-30
HPM Partners LLC 6,904 6,979 1% 2020-06-30
Round Table Services, LLC 6,902 7,681 10% 2020-06-30
Cornerstone Wealth Management, LLC 6,885 0 New Buy 2020-06-30
LINCOLN NATIONAL CORP 134 6,661 98% 2020-06-30
ANCHOR CAPITAL ADVISORS INC 6,744 10,810 38% 2020-06-30
BRANDYWINE TRUST CO 6,654 0 New Buy 2020-06-30
Diversified Investment Strategies, LLC 6,648 6,960 4% 2020-06-30
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 6,528 10,354 37% 2020-06-30
AJ WEALTH STRATEGIES, LLC 6,502 0 New Buy 2020-06-30
PITTENGER & ANDERSON INC 6,500 7,875 17% 2020-06-30
Cresset Asset Management, LLC 6,456 0 New Buy 2020-06-30
Stordahl Capital Management, Inc. 6,452 7,205 10% 2020-06-30
HUNTINGTON NATIONAL BANK 5,930 6,535 9% 2020-06-30
Autus Asset Management, LLC 5,905 6,016 2% 2020-06-30
Hartland & Co., LLC 5,897 6,276 6% 2020-06-30
Kovitz Investment Group Partners, LLC 5,896 0 New Buy 2020-06-30
HOWLAND CAPITAL MANAGEMENT INC 5,789 0 New Buy 2020-06-30
COMERICA SECURITIES,INC. 5,749 0 New Buy 2020-06-30
Equitable Holdings, Inc. 5,652 0 New Buy 2020-06-30
Sandy Spring Bank 5,647 1,255 350% 2020-06-30
SOL Capital Management CO 5,445 7,160 24% 2020-06-30
Oakmont Partners LLC 5,383 5,449 1% 2020-06-30
OPPENHEIMER & CO INC 5,333 6,509 18% 2020-06-30
VAN ECK ASSOCIATES CORP 5,331 4,478 19% 2020-06-30
TCF National Bank 5,294 5,022 5% 2020-06-30
Tarbox Group, Inc. 5,280 5,280 No Change 2020-06-30
APPLETON GROUP WEALTH MANAGEMENT LLC 5,271 0 New Buy 2020-06-30
SJA Financial Advisory, LLC 5,261 0 New Buy 2020-06-30
NWAM LLC 5,260 7,185 27% 2020-06-30
Feltz Wealth PLAN Inc. 5,240 0 New Buy 2020-06-30
Garde Capital, Inc. 5,218 5,067 3% 2020-06-30
Total Wealth Planning, LLC 5,218 4,132 26% 2020-06-30
Nachman Norwood & Parrott, Inc 5,200 5,187 0% 2020-06-30
FIERA SCEPTRE INC. 5,199 5,207 0% 2020-06-30
Firestone Capital Management 5,193 5,193 No Change 2020-06-30
IFP Advisors, Inc 5,133 6,093 16% 2020-06-30
Financial Advocates Investment Management 5,059 4,860 4% 2020-06-30
FULLER & THALER ASSET MANAGEMENT, INC. 5,035 42,310 88% 2020-06-30
Private Capital Management, LLC 5,000 0 New Buy 2020-06-30
CIBC World Markets Inc. 4,995 0 New Buy 2020-06-30
Opus Capital Group, LLC 4,984 5,015 1% 2020-06-30
Paragon Capital Management Ltd 4,973 4,943 1% 2020-06-30
Cubic Asset Management, LLC 4,923 4,958 1% 2020-06-30
Aprio Wealth Management, LLC 4,917 4,917 No Change 2020-06-30
Hirtle Callaghan & Co Inc 4,877 4,877 No Change 2020-06-30
GABLES CAPITAL MANAGEMENT INC. 4,851 4,851 No Change 2020-06-30
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 4,831 5,452 11% 2020-06-30
AMERITAS INVESTMENT CORP 4,819 4,855 1% 2020-06-30
FineMark National Bank & Trust 4,777 6,069 21% 2020-06-30
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 4,689 4,689 No Change 2020-06-30
FIRST BUSINESS FINANCIAL SERVICES, INC. 4,662 4,662 No Change 2020-06-30
Edge Capital Group, LLC 4,643 9,806 53% 2020-06-30
Aft, Forsyth & Company, Inc. 4,635 0 New Buy 2020-06-30
EARNEST PARTNERS LLC 4,622 44,929 90% 2020-06-30
Regal Investment Advisors, LLC 4,605 0 New Buy 2020-06-30
Kuehl Shepherd Kozlowski & Associates,Inc. 4,554 4,533 0% 2020-06-30
Lutz Financial Services LLC 4,542 4,542 No Change 2020-06-30
AMARILLO NATIONAL BANK 4,526 16,356 72% 2020-06-30
CULBERTSON A N & CO INC 4,494 4,122 9% 2020-06-30
ST GERMAIN D J CO INC 4,485 4,485 No Change 2020-06-30
Savant Capital Management Inc 4,466 4,598 3% 2020-06-30
Diversified Portfolios, Inc. 4,407 5,986 26% 2020-06-30
RNC CAPITAL MANAGEMENT LLC 4,278 0 New Buy 2020-06-30
Guidance Point Advisors, LLC 4,376 3,905 12% 2020-06-30
Evanson Asset Management, LLC 4,347 4,336 0% 2020-06-30
Parsec Financial Management, Inc. 4,324 4,574 5% 2020-06-30
Belpointe Asset Management LLC 4,221 0 New Buy 2020-06-30
Estate Counselors, LLC 4,210 4,050 4% 2020-06-30
MV Capital Management, Inc. 4,193 18,434 77% 2020-06-30
Perigon Wealth Management, LLC 4,176 4,967 16% 2020-06-30
Cetera Investment Advisers 4,112 4,166 1% 2020-06-30
BERKSHIRE ASSET MANAGEMENT INC/PA 4,100 4,450 8% 2020-06-30
V Wealth Management,LLC 4,080 4,232 4% 2020-06-30
APPLETON PARTNERS INC/MA 4,064 4,239 4% 2020-06-30
JFS WEALTH ADVISORS, LLC 4,046 4,407 8% 2020-06-30
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 4,040 0 New Buy 2020-06-30
BESSEMER GROUP INC 4,035 3,142 28% 2020-06-30
Pointe Capital Management LLC 3,921 6,641 41% 2020-06-30
MERITAGE PORTFOLIO MANAGEMENT 3,911 3,266 20% 2020-06-30
Mosaic Family Wealth, LLC 3,910 3,505 12% 2020-06-30
TIAA ENDOWMENT & PHILANTHROPIC SERVICES, LLC 3,898 3,928 1% 2020-06-30
Capital Analysts, Inc. 3,842 412 833% 2020-06-30
Change Path, LLC 3,821 3,876 1% 2020-06-30
ARTHUR M. COHEN & ASSOCIATES, LLC 3,755 3,755 No Change 2020-06-30
Sigma Planning Corp 3,747 2,655 41% 2020-06-30
COZAD ASSET MANAGEMENT INC 3,730 0 New Buy 2020-06-30
ASSOCIATED BANC-CORP 3,727 4,147 10% 2020-06-30
PATTEN & PATTEN INC/TN 3,725 3,815 2% 2020-06-30
Palisades Hudson Asset Management, L.P. 3,723 3,685 1% 2020-06-30
Paulson Wealth Management Inc. 3,697 4,337 15% 2020-06-30
GREAT VALLEY ADVISOR GROUP, INC. 3,600 0 New Buy 2020-06-30
FCG ADVISORS, LLC 3,598 5,978 40% 2020-06-30
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 3,574 3,537 1% 2020-06-30
360 Financial, Inc. 3,570 0 New Buy 2020-06-30
NORTHSTAR WEALTH PARTNERS LLC 3,525 0 New Buy 2020-06-30
Spears Abacus Advisors LLC 3,520 3,520 No Change 2020-06-30
YorkBridge Wealth Partners, LLC 3,516 3,561 1% 2020-06-30
ALESCO ADVISORS LLC 3,515 3,515 No Change 2020-06-30
ENCORE BANK NA 3,494 4,631 25% 2020-06-30
CAHABA WEALTH MANAGEMENT, INC. 3,484 3,778 8% 2020-06-30
PFG Advisors 3,447 3,359 3% 2020-06-30
Harwood Advisory Group, LLC 0 3,593 Sold Out 2020-06-30
WealthTrust Axiom LLC 3,355 0 New Buy 2020-06-30
Patriot Investment Management Inc. 3,322 3,322 No Change 2020-06-30
Rockbridge Investment Management, LCC 3,286 0 New Buy 2020-06-30
Allen Investment Management LLC 3,278 3,302 1% 2020-06-30
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 3,175 3,980 20% 2020-06-30
Murphy, Middleton, Hinkle & Parker, Inc. 3,134 3,126 0% 2020-06-30
KING LUTHER CAPITAL MANAGEMENT CORP 3,120 3,937 21% 2020-06-30
DAVIDSON TRUST CO 3,109 2,962 5% 2020-06-30
Carlton Hofferkamp & Jenks Wealth Management, LLC 3,103 0 New Buy 2020-06-30
Starfire Investment Advisers, Inc. 3,094 3,070 1% 2020-06-30
O'Brien Greene & Co. Inc 3,075 3,075 No Change 2020-06-30
BURNEY CO/ 153 0 New Buy 2020-06-30
WEDGEWOOD INVESTORS INC /PA/ 3,058 3,058 No Change 2020-06-30
Keudell/Morrison Wealth Management 3,000 3,000 No Change 2020-06-30
SMITH, MOORE & CO. 2,994 0 New Buy 2020-06-30
McNamara Financial Services, Inc. 2,979 2,930 2% 2020-06-30
Larson Financial Group LLC 2,979 929 221% 2020-06-30
Magnus Financial Group LLC 2,962 4,449 33% 2020-06-30
Brown Advisory Securities, LLC 2,958 7,815 62% 2020-06-30
Rikoon Group, LLC 2,948 2,929 1% 2020-06-30
TBH Global Asset Management, LLC 2,901 2,901 No Change 2020-06-30
GenTrust, LLC 2,816 0 New Buy 2020-06-30
L & S Advisors Inc 2,780 3,101 10% 2020-06-30
WELCH & FORBES LLC 2,773 2,823 2% 2020-06-30
Sonora Investment Management, LLC 2,771 3,532 22% 2020-06-30
Donald L. Hagan, LLC 2,706 0 New Buy 2020-06-30
Austin Private Wealth, LLC 2,706 2,788 3% 2020-06-30
INVESTMENT MANAGEMENT OF VIRGINIA LLC 2,700 4,700 43% 2020-06-30
MYCIO WEALTH PARTNERS, LLC 2,652 2,633 1% 2020-06-30
Sawtooth Asset Management, Inc. 2,630 0 New Buy 2020-06-30
O'Brien Wealth Partners LLC 2,630 8,681 70% 2020-06-30
Watchman Group, Inc. 2,630 2,630 No Change 2020-06-30
CLEAR INVESTMENT RESEARCH, LLC 2,608 2,373 10% 2020-06-30
CWM, LLC 2,593 1,935 34% 2020-06-30
CCG WEALTH MANAGEMENT, LLC 2,578 3,302 22% 2020-06-30
Grubman Wealth Management 2,572 5,805 56% 2020-06-30
DOWLING & YAHNKE INC 2,518 0 New Buy 2020-06-30
BEDDOW CAPITAL MANAGEMENT INC 2,487 0 New Buy 2020-06-30
MOTCO 2,470 2,470 No Change 2020-06-30
First Financial Bank, N.A. - Trust Division 2,465 0 New Buy 2020-06-30
Ferris Capital, LLC 2,421 0 New Buy 2020-06-30
Phocas Financial CORP 2,380 0 New Buy 2020-06-30
SMITH CAPITAL MANAGEMENT INC /AR/ADV 2,354 7,447 68% 2020-06-30
HOWE & RUSLING INC 2,343 2,304 2% 2020-06-30
QUANTLAB CAPITAL MANAGEMENT LTD 2,302 0 New Buy 2020-06-30
Lido Advisors, LLC 2,302 0 New Buy 2020-06-30
Blankinship & Foster, LLC 2,273 2,529 10% 2020-06-30
NORTHERN OAK CAPITAL MANAGEMENT INC 2,220 2,385 7% 2020-06-30
GRT CAPITAL PARTNERS LLC 2,200 0 New Buy 2020-06-30
Cypress Wealth Services, LLC 2,195 2,706 19% 2020-06-30
STEPHENSON NATIONAL BANK & TRUST 2,181 2,398 9% 2020-06-30
Palisade Asset Management, LLC 2,141 0 New Buy 2020-06-30
WATERS PARKERSON & CO INC 2,100 0 New Buy 2020-06-30
Kingsview Wealth Management, LLC 2,098 0 New Buy 2020-06-30
QUEST CAPITAL MANAGEMENT INC /ADV 2,091 0 New Buy 2020-06-30
PANAGORA ASSET MANAGEMENT INC 2,085 0 New Buy 2020-06-30
BEACH INVESTMENT COUNSEL INC/PA 2,080 0 New Buy 2020-06-30
CITIZENS FINANCIAL GROUP INC/RI 140 140 No Change 2020-06-30
PROEQUITIES, INC. 2,036 1,768 15% 2020-06-30
Moisand Fitzgerald Tamayo, LLC 1,999 0 New Buy 2020-06-30
Sugarloaf Wealth Management, LLC 1,907 7,077 73% 2020-06-30
Ellis Investment Partners, LLC 1,846 2,124 13% 2020-06-30
Asset Dedication, LLC 1,834 1,682 9% 2020-06-30
Financial Architects, Inc 1,750 1,750 No Change 2020-06-30
TRUST CO OF VERMONT 1,540 1,572 2% 2020-06-30
TCTC Holdings, LLC 1,528 0 New Buy 2020-06-30
AdvisorNet Financial, Inc 1,482 2,523 41% 2020-06-30
Laurel Wealth Advisors LLC 1,435 1,435 No Change 2020-06-30
SYSTEMATIC FINANCIAL MANAGEMENT LP 1,414 4,977 72% 2020-06-30
Procyon Private Wealth Partners, LLC 1,400 0 New Buy 2020-06-30
TRUEWEALTH LLC 1,341 1,121 20% 2020-06-30
S.A. Mason LLC 1,324 891 49% 2020-06-30
Ancora Advisors, LLC 1,297 8,757 85% 2020-06-30
Certified Advisory Corp 1,214 1,212 0% 2020-06-30
Cranbrook Wealth Management, LLC 1,175 0 New Buy 2020-06-30
Versant Capital Management, Inc 1,173 1,173 No Change 2020-06-30
SIGNATUREFD, LLC 1,107 2,089 47% 2020-06-30
LAZARD ASSET MANAGEMENT LLC 1,100 1,100 No Change 2020-06-30
Sullivan, Bruyette, Speros & Blaney, Inc. 1,051 0 New Buy 2020-06-30
Arkadios Wealth Advisors 1,033 950 9% 2020-06-30
Atlas Private Wealth Management 937 0 New Buy 2020-06-30
BARCLAYS PLC 0 6,600 Sold Out 2020-06-30
Filbrandt Wealth Management, LLC 900 900 No Change 2020-06-30
WASHINGTON TRUST CO 832 832 No Change 2020-06-30
Gemmer Asset Management LLC 760 0 New Buy 2020-06-30
Roble, Belko & Company, Inc 760 760 No Change 2020-06-30
BOURGEON CAPITAL MANAGEMENT LLC 757 757 No Change 2020-06-30
Evensky & Katz, Inc. 746 916 19% 2020-06-30
Focused Wealth Management, Inc 738 737 0% 2020-06-30
Oakworth Capital, Inc. 733 1,033 29% 2020-06-30
Lakeview Capital Partners, LLC 709 1,091 35% 2020-06-30
LOOMIS SAYLES & CO L P 700 700 No Change 2020-06-30
ATTICUS WEALTH MANAGEMENT, LLC 648 641 1% 2020-06-30
CNB Bank 645 0 New Buy 2020-06-30
Marquette Asset Management Inc. 619 3 20,533% 2020-06-30
TSFG, LLC 599 770 22% 2020-06-30
LS Investment Advisors, LLC 550 550 No Change 2020-06-30
Private Capital Group, LLC 543 543 No Change 2020-06-30
FLAGSHIP HARBOR ADVISORS, LLC 516 537 4% 2020-06-30
BDO Wealth Advisors, LLC 510 808 37% 2020-06-30
Rice Partnership, LLC 500 500 No Change 2020-06-30
EVOKE WEALTH, LLC 493 493 No Change 2020-06-30
FARMERS & MERCHANTS INVESTMENTS INC 460 460 No Change 2020-06-30
Fortis Advisors, LLC 451 547 18% 2020-06-30
Truvestments Capital LLC 450 0 New Buy 2020-06-30
Tortoise Investment Management, LLC 443 443 No Change 2020-06-30
Aspire Private Capital, LLC 440 440 No Change 2020-06-30
SRS Capital Advisors, Inc. 411 0 New Buy 2020-06-30
Independence Bank of Kentucky 400 400 No Change 2020-06-30
Column Capital Advisors, LLC 394 391 1% 2020-06-30
WEST BANCORPORATION INC 374 374 No Change 2020-06-30
Hudock Moyer Wealth Resources, LLC 373 373 No Change 2020-06-30
Sowell Financial Services LLC 367 607 40% 2020-06-30
BALLAST ADVISORS LLC 324 317 2% 2020-06-30
MONETARY MANAGEMENT GROUP INC 300 300 No Change 2020-06-30
Pinnacle Bank 300 300 No Change 2020-06-30
Perkins Coie Trust Co 295 295 No Change 2020-06-30
Private Ocean, LLC 294 340 14% 2020-06-30
TCI Wealth Advisors, Inc. 287 284 1% 2020-06-30
Covington Capital Management 285 548 48% 2020-06-30
CREATIVE FINANCIAL DESIGNS INC /ADV 268 268 No Change 2020-06-30
First Washington CORP 263 263 No Change 2020-06-30
Ellevest, Inc. 258 636 59% 2020-06-30
Meridian Wealth Partners, LLC 250 0 New Buy 2020-06-30
Demars Financial Group, LLC 248 0 New Buy 2020-06-30
Summit Investment Advisors, Inc. 243 583 58% 2020-06-30
Investment Research & Advisory Group, Inc. 239 239 No Change 2020-06-30
Bedel Financial Consulting, Inc. 237 273 13% 2020-06-30
North Star Investment Management Corp. 232 232 No Change 2020-06-30
Kore Private Wealth LLC 226 0 New Buy 2020-06-30
FIRST MANHATTAN CO 225 225 No Change 2020-06-30
Hoover Financial Advisors, Inc. 219 0 New Buy 2020-06-30
Glassman Wealth Services 215 215 No Change 2020-06-30
Community Bank, N.A. 209 209 No Change 2020-06-30
Semmax Financial Advisors Inc. 206 0 New Buy 2020-06-30
HCR Wealth Advisors 203 203 No Change 2020-06-30
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 200 200 No Change 2020-06-30
Archer Investment Corp 0 5,000 Sold Out 2020-06-30
Lehman & Derafelo Financial Resources LLC 195 195 No Change 2020-06-30
Plante Moran Financial Advisors Ltd Partnership 185 858 78% 2020-06-30
Capital Asset Advisory Services LLC 178 162 10% 2020-06-30
PrairieView Partners, LLC 178 205 13% 2020-06-30
TFO-TDC, LLC 176 174 1% 2020-06-30
ANDERSON FISHER LLC 166 45 269% 2020-06-30
SHINE INVESTMENT ADVISORY SERVICES INC 163 574 72% 2020-06-30
Hanson Investment Management 151 0 New Buy 2020-06-30
Investors Research Corp 150 150 No Change 2020-06-30
RED CEDAR INVESTMENT MANAGEMENT, LLC 141 141 No Change 2020-06-30
Berman Capital Advisors, LLC 138 1,580 91% 2020-06-30
Litman Gregory Asset Management LLC 134 136 1% 2020-06-30
Armor Investment Advisors, LLC 130 130 No Change 2020-06-30
Prime Capital Investment Advisors, LLC 114 0 New Buy 2020-06-30
Orion Portfolio Solutions, LLC 114 0 New Buy 2020-06-30
HighMark Wealth Management LLC 106 106 No Change 2020-06-30
BerganKDV Wealth Management, LLC 102 102 No Change 2020-06-30
Patriot Financial Group Insurance Agency, LLC 102 1,625 94% 2020-06-30
RESOURCES MANAGEMENT CORP /CT/ /ADV 100 100 No Change 2020-06-30
Element Wealth, LLC 100 0 New Buy 2020-06-30
CENTRAL BANK & TRUST CO 85 0 New Buy 2020-06-30
CABANA LLC 84 0 New Buy 2020-06-30
American Research & Management Co. 80 80 No Change 2020-06-30
Stonebridge Capital Advisors LLC 80 39 105% 2020-06-30
MCF Advisors LLC 80 348 77% 2020-06-30
Pathstone Family Office, LLC 77 0 New Buy 2020-06-30
Burt Wealth Advisors 77 72 7% 2020-06-30
Retirement Network 70 70 No Change 2020-06-30
Carroll Financial Associates, Inc. 65 86 24% 2020-06-30
Gradient Investments LLC 54 27 100% 2020-06-30
BENJAMIN F. EDWARDS & COMPANY, INC. 48 368 87% 2020-06-30
Weaver Consulting Group 48 48 No Change 2020-06-30
Bogart Wealth, LLC 47 47 No Change 2020-06-30
Lenox Wealth Advisors, Inc. 45 38 18% 2020-06-30
MPS Loria Financial Planners, LLC 45 0 New Buy 2020-06-30
TRUSTCORE FINANCIAL SERVICES, LLC 45 215 79% 2020-06-30
ABSOLUTE INVESTMENT MANAGEMENT LLC 44 23 91% 2020-06-30
Emerald Investment Partners, LLC 35 35 No Change 2020-06-30
Trust Co 31 31 No Change 2020-06-30
Capital Investment Counsel, Inc 29 0 New Buy 2020-06-30
ClariVest Asset Management LLC 27 0 New Buy 2020-06-30
McIlrath & Eck, LLC 25 0 New Buy 2020-06-30
Belmont Capital, LLC 25 25 No Change 2020-06-30
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 22 0 New Buy 2020-06-30
JNBA Financial Advisors 21 21 No Change 2020-06-30
BROWN BROTHERS HARRIMAN & CO 20 0 New Buy 2020-06-30
OPTIMUM INVESTMENT ADVISORS 8 8 No Change 2020-06-30
MANCHESTER FINANCIAL INC 4 1,200 100% 2020-06-30
PROFESSIONAL ADVISORY SERVICES INC 0 3,598 Sold Out 2020-06-30
CHATHAM CAPITAL GROUP, INC. 0 3,100 Sold Out 2020-06-30
MESIROW FINANCIAL INVESTMENT MANAGEMENT 0 200 Sold Out 2020-06-30
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0 48,400 Sold Out 2020-06-30
PARAMETRIC PORTFOLIO ASSOCIATES 0 9,748 Sold Out 2020-06-30
MOODY LYNN & CO/ 0 5,035 Sold Out 2020-06-30
Country Club Trust Company, n.a. 0 25,884 Sold Out 2020-06-30
American Investment Services, Inc. 0 4,586 Sold Out 2020-06-30
Milestone Group, Inc. 0 3,925 Sold Out 2020-06-30
PUTNAM FL INVESTMENT MANAGEMENT CO 0 2,464 Sold Out 2020-06-30
PRUDENTIAL FINANCIAL INC 0 28,300 Sold Out 2020-06-30
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 0 10,321 Sold Out 2020-06-30
THRIVENT FINANCIAL FOR LUTHERANS 0 264,572 Sold Out 2020-06-30
QCI ASSET MANAGEMENT INC/NY 0 645 Sold Out 2020-06-30
AMERICAN CENTURY COMPANIES INC 0 56,808 Sold Out 2020-06-30
DONALD SMITH & CO., INC. 0 18,500 Sold Out 2020-06-30
NEW SOUTH CAPITAL MANAGEMENT INC 0 49,365 Sold Out 2020-06-30
BALDWIN BROTHERS INC/MA 0 388 Sold Out 2020-06-30
OPPENHEIMER ASSET MANAGEMENT INC 0 55 Sold Out 2020-06-30
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 0 2,641 Sold Out 2020-06-30
GANNETT WELSH & KOTLER 0 25 Sold Out 2020-06-30
CONFLUENCE INVESTMENT MANAGEMENT LLC 0 11,379 Sold Out 2020-06-30
BALASA DINVERNO & FOLTZ LLC 0 172,123 Sold Out 2020-06-30
IndexIQ Advisors LLC 0 803 Sold Out 2020-06-30
Johnson Financial Group, Inc. 0 22,675 Sold Out 2020-06-30
Financeware, Inc. 0 1,000 Sold Out 2020-06-30
TIEDEMANN WEALTH MANAGEMENT, LLC 0 6,294 Sold Out 2020-06-30
Cornerstone Advisors, Inc. 0 14,242 Sold Out 2020-06-30
Accredited Investors Inc. 0 5,124 Sold Out 2020-06-30
Kistler-Tiffany Companies, LLC 0 456 Sold Out 2020-06-30
Institute for Wealth Management, LLC. 0 3,584 Sold Out 2020-06-30
Concannon Wealth Management, LLC 0 19 Sold Out 2020-06-30
FDx Advisors, Inc. 0 52,209 Sold Out 2020-06-30
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 0 52 Sold Out 2020-06-30
Paradigm Financial Advisors, LLC 0 2,601 Sold Out 2020-06-30
Sequoia Financial Advisors, LLC 0 5,279 Sold Out 2020-06-30
Northeast Financial Consultants Inc 0 3,191 Sold Out 2020-06-30
Advisory Alpha, LLC 0 185 Sold Out 2020-06-30
Edgestream Partners, L.P. 0 2,763 Sold Out 2020-06-30
WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV 0 3,755 Sold Out 2020-06-30
Confluence Wealth Management LLC 0 4,604 Sold Out 2020-06-30
NEXT Financial Group, Inc 0 2,309 Sold Out 2020-06-30
BlueCrest Capital Management Ltd 0 3,467 Sold Out 2020-06-30
OLD MISSION CAPITAL LLC 0 16,400 Sold Out 2020-06-30
VALLEY NATIONAL ADVISERS INC 0 28 Sold Out 2020-06-30
ROPES WEALTH ADVISORS LLC 0 75 Sold Out 2020-06-30
Paracle Advisors, LLC 0 3,404 Sold Out 2020-06-30
Schneider Downs Wealth Management Advisors, LP 0 5,799 Sold Out 2020-06-30
Arcus Capital Partners, LLC 0 2,518 Sold Out 2020-06-30
Cribstone Capital Management, LLC 0 250 Sold Out 2020-06-30
Connecticut Wealth Management, LLC 0 4,650 Sold Out 2020-06-30
IHT Wealth Management, LLC 0 2,577 Sold Out 2020-06-30
Capital Bank & Trust Co 0 1,960 Sold Out 2020-06-30
Affiance Financial, LLC 0 9 Sold Out 2020-06-30
Spearhead Capital Advisors, LLC 0 8,562 Sold Out 2020-06-30
Columbus Macro, LLC 0 9,304 Sold Out 2020-06-30
Carmichael Hill & Associates, Inc. 0 153 Sold Out 2020-06-30
Squar Milner Financial Services LLC 0 1,206 Sold Out 2020-06-30
Bigelow Investment Advisors, LLC 0 4,932 Sold Out 2020-06-30
Abacus Planning Group, Inc. 0 3,777 Sold Out 2020-06-30
Forefront Analytics, LLC 0 21 Sold Out 2020-06-30
HARVEST GROUP WEALTH MANAGEMENT, LLC 0 134 Sold Out 2020-06-30
Biltmore Family Office, LLC 0 16 Sold Out 2020-06-30
Stewardship Financial Advisors, LLC 0 90 Sold Out 2020-06-30
Cox Capital Co LLC 0 400 Sold Out 2020-06-30
Lindbrook Capital, LLC 0 567 Sold Out 2020-06-30
Stratos Wealth Advisors, LLC 0 200 Sold Out 2020-06-30
Next Capital Management LLC 0 4,214 Sold Out 2020-06-30
Aptus Capital Advisors, LLC 0 145 Sold Out 2020-06-30
INNEALTA CAPITAL, LLC 0 6,510 Sold Out 2020-06-30
Sontag Advisory, LLC 0 9,451 Sold Out 2020-06-30
Tranquility Partners, LLC 0 3,635 Sold Out 2020-06-30
MBE Wealth Management, LLC 0 35 Sold Out 2020-06-30
Stonebridge Financial Planning Group, LLC 0 80 Sold Out 2020-06-30
Tatro Capital, LLC 0 100 Sold Out 2020-06-30
Key FInancial Inc 0 1,182 Sold Out 2020-06-30
Madison Asset Management, LLC 0 3,211 Sold Out 2020-06-30
Wealth Alliance 0 10,502 Sold Out 2020-06-30
EPG Wealth Management LLC 0 1,840 Sold Out 2020-06-30
Wealth Quarterback LLC 0 68 Sold Out 2020-06-30
Eudaimonia Partners, LLC 0 375 Sold Out 2020-06-30
Royal Fund Management, LLC 0 3,863 Sold Out 2020-06-30
Wellspring Financial Advisors, LLC 0 3,487 Sold Out 2020-06-30
Capital Advisory Group Advisory Services, LLC 0 55 Sold Out 2020-06-30
tru Independence LLC 0 100 Sold Out 2020-06-30
Richard P Slaughter Associates Inc 0 65,725 Sold Out 2020-06-30
PNC FINANCIAL SERVICES GROUP INC 125,574 110,761 13% 2020-03-31
GV Capital Management 224,618 279,221 20% 2020-03-31
MML INVESTORS SERVICES, LLC 85,665 69,783 23% 2020-03-31
Atlantic Trust Group, LLC 41,802 49,033 15% 2020-03-31
TOBIAS FINANCIAL ADVISORS, INC. 32,289 28,655 13% 2020-03-31
Argent Wealth Management LLC 29,978 35,485 16% 2020-03-31
Steward Partners Investment Advisory, LLC 20,855 6,957 200% 2020-03-31
Marotta Asset Management 11,725 10,011 17% 2020-03-31
RPg Family Wealth Advisory, LLC 11,001 11,907 8% 2020-03-31
Pennsylvania Trust Co 9,877 0 New Buy 2020-03-31
Laurel Wealth Advisors, Inc. 6,413 5,990 7% 2020-03-31
Relyea Zuckerberg Hanson LLC 6,078 11,263 46% 2020-03-31
Summit Financial, LLC 6,032 7,359 18% 2020-03-31
Wall Street Access Asset Management, LLC 5,199 5,199 No Change 2020-03-31
VAUGHAN AND COMPANY SECURITIES, INC. 5,195 5,195 No Change 2020-03-31
Winfield Associates, Inc. 2,920 3,620 19% 2020-03-31
INTL FCSTONE INC. 2,623 2,238 17% 2020-03-31
Center for Financial Planning, Inc. 2,560 0 New Buy 2020-03-31
Capital Square, LLC 2,414 2,414 No Change 2020-03-31
Golden State Wealth Management, LLC 2,251 0 New Buy 2020-03-31
JAMES INVESTMENT RESEARCH INC 1,783 142,310 99% 2020-03-31
DEUTSCHE BANK AG 1,215 1,215 No Change 2020-03-31
Arden Trust Co 1,070 6,941 85% 2020-03-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 873 0 New Buy 2020-03-31
SIMPLEX TRADING, LLC 823 0 New Buy 2020-03-31
Lake Point Wealth Management 115 115 No Change 2020-03-31
Willingdon Wealth Management 100 100 No Change 2020-03-31
Manchester Capital Management LLC 72 427 83% 2020-03-31
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 0 4,277 Sold Out 2020-03-31
Resource Planning Group 0 1,604 Sold Out 2020-03-31
Alhambra Investment Partners LLC 0 5,572 Sold Out 2020-03-31
VERUS CAPITAL PARTNERS, LLC 0 100 Sold Out 2020-03-31
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