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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
LBJ Family Wealth Advisors, Ltd. 69,030 68,716 0% 2020-03-31
SHAKESPEARE WEALTH MANAGEMENT, INC. 14,856 12,957 15% 2020-03-31
Archer Investment Corp 5,300 5,218 2% 2020-03-31
Cox Capital Co LLC 400 0 New Buy 2020-03-31
First Financial Bank, N.A. - Trust Division 0 2,058 Sold Out 2020-03-31
BANK OF AMERICA CORP /DE/ 3,994,098 3,499,630 14% 2019-12-31
JONES FINANCIAL COMPANIES LLLP 3,437,942 3,200,148 7% 2019-12-31
MORGAN STANLEY 3,171,827 3,104,260 2% 2019-12-31
TIAA, FSB 1,510 1,017 48% 2019-12-31
WELLS FARGO & CO/MN 1,963,379 1,926,675 2% 2019-12-31
GOLDMAN SACHS GROUP INC 3,991 4,049 1% 2019-12-31
COMMONWEALTH EQUITY SERVICES, LLC. 1,200,345 1,170,227 3% 2019-12-31
ENVESTNET ASSET MANAGEMENT INC 1,163,312 1,080,796 8% 2019-12-31
Starboard Value LP 975,777 1,775,777 45% 2019-12-31
Amerivest Investment Management LLC 968,848 961,460 1% 2019-12-31
UBS Group AG 0 963,092 Sold Out 2019-12-31
Betterment LLC 829,332 807,426 3% 2019-12-31
Oak Hill Investment Management, L.P. 726,092 1,092,301 34% 2019-12-31
ROYAL BANK OF CANADA 688,133 0 New Buy 2019-12-31
VICTORY CAPITAL MANAGEMENT INC 682,532 760,915 10% 2019-12-31
NORTHERN TRUST CORP 661,083 664,708 1% 2019-12-31
DAVIDSON D A & CO 600,798 579,641 4% 2019-12-31
SYNOVUS FINANCIAL CORP 564,185 563,435 0% 2019-12-31
ETRADE Capital Management LLC 599 233 157% 2019-12-31
Susquehanna International Group, LLP 499,523 133,401 274% 2019-12-31
STEPHENS GROUP ASSET MANAGEMENT, LLC 498,052 1,105,460 55% 2019-12-31
LPL Financial CORP 491,289 478,828 3% 2019-12-31
BAILARD, INC. 477,623 33,504 1,326% 2019-12-31
STEPHENS INC /AR/ 470,776 494,018 5% 2019-12-31
Neuberger Berman Group LLC 468,362 414,259 13% 2019-12-31
COMMERCE BANK N A/MO 464,173 444,369 4% 2019-12-31
CITIGROUP INC 447,295 417,089 7% 2019-12-31
SHAPIRO CAPITAL MANAGEMENT CO INC 440,637 335,836 31% 2019-12-31
BB&T CORP 407,698 59,467 586% 2019-12-31
US BANCORP DE 405,494 381,867 6% 2019-12-31
GUARDIAN LIFE INSURANCE CO OF AMERICA 383,663 0 New Buy 2019-12-31
SEI INVESTMENTS CO 306,764 277,482 11% 2019-12-31
MONETA GROUP INVESTMENT ADVISORS INC 299,650 304,606 2% 2019-12-31
THRIVENT FINANCIAL FOR LUTHERANS 2,393 271,000 99% 2019-12-31
Bank of New York Mellon CORP 289,382 288,434 0% 2019-12-31
GV Capital Management 279,221 287,682 3% 2019-12-31
Baystate Wealth Management LLC 250,435 249,909 0% 2019-12-31
FIDUCIARY TRUST CO 245,815 253,375 3% 2019-12-31
RAYMOND JAMES & ASSOCIATES 239,086 240,439 1% 2019-12-31
Resource Management, LLC 230,834 228,299 1% 2019-12-31
Athanor Capital, LP 230,700 0 New Buy 2019-12-31
Comprehensive Financial Management LLC 230,481 0 New Buy 2019-12-31
FMR LLC 4 5 20% 2019-12-31
BANK OF MONTREAL /CAN/ 205,282 487,822 58% 2019-12-31
HighTower Advisors, LLC 201,806 197,762 2% 2019-12-31
Aristotle Capital Boston, LLC 201,183 135,307 49% 2019-12-31
AMERIPRISE FINANCIAL INC 197,622 294,578 33% 2019-12-31
PRINCIPAL FINANCIAL GROUP INC 195,805 27,212 620% 2019-12-31
J P MORGAN CHASE & CO 192,906 224,644 14% 2019-12-31
BROWN ADVISORY HOLDINGS INC 190,537 185,618 3% 2019-12-31
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 185,000 0 New Buy 2019-12-31
Zhang Financial LLC 180,432 183,158 1% 2019-12-31
MILLENNIUM MANAGEMENT LLC 170,623 122,324 39% 2019-12-31
BADGLEY PHELPS & BELL INC 160,907 156,117 3% 2019-12-31
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 152,328 108,504 40% 2019-12-31
Raymond James Financial Services Advisors, Inc. 149,279 143,235 4% 2019-12-31
Waldron, LP 146,713 142,055 3% 2019-12-31
THOMPSON SIEGEL & WALMSLEY LLC 145,594 138,581 5% 2019-12-31
WHITTIER TRUST CO 145,077 147,283 1% 2019-12-31
JAMES INVESTMENT RESEARCH INC 142,310 0 New Buy 2019-12-31
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 138,831 137,159 1% 2019-12-31
COURIER CAPITAL CORP 135,909 135,563 0% 2019-12-31
DUFF & PHELPS INVESTMENT MANAGEMENT CO 135,190 135,190 No Change 2019-12-31
UNIONBANCAL CORP 134,647 136,910 2% 2019-12-31
REILLY FINANCIAL ADVISORS, LLC 130,785 159,980 18% 2019-12-31
ARIEL CAPITAL MANAGEMENT LLC(John Rogers) 129,375 83,045 56% 2019-12-31
FRANKLIN RESOURCES INC 125,309 162,034 23% 2019-12-31
BRIDGES INVESTMENT MANAGEMENT INC 120,969 119,844 1% 2019-12-31
Tower Research Capital LLC 1,600 100 1,500% 2019-12-31
FIFTH THIRD BANCORP 111,574 107,359 4% 2019-12-31
BBVA USA BANCSHARES INC 110,333 101,860 8% 2019-12-31
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 109,260 114,778 5% 2019-12-31
AlphaMark Advisors, LLC 107,786 113,772 5% 2019-12-31
BRANDYWINE ASSET MANAGEMENT LLC 107,582 36,379 196% 2019-12-31
Capital Directions Investment Advisors, LLC 107,107 107,284 0% 2019-12-31
SILVERCREST ASSET MANAGEMENT GROUP LLC 103,578 39,896 160% 2019-12-31
Modera Wealth Management, LLC 101,580 100,904 1% 2019-12-31
HSBC HOLDINGS PLC 101,547 109,655 7% 2019-12-31
Calamos Advisors LLC 95,580 0 New Buy 2019-12-31
BRYN MAWR TRUST CO/PA 85,910 86,947 1% 2019-12-31
STATE STREET CORP 83,102 74,785 11% 2019-12-31
ALERUS FINANCIAL NA 82,739 82,803 0% 2019-12-31
Integrated Investment Consultants, LLC 78,596 74,360 6% 2019-12-31
OXFORD FINANCIAL GROUP LTD 78,416 74,926 5% 2019-12-31
TWO SIGMA SECURITIES, LLC 75,226 146,698 49% 2019-12-31
Parkside Financial Bank & Trust 75,006 69,883 7% 2019-12-31
MAI Wealth Advisors 74,889 74,040 1% 2019-12-31
WoodTrust Financial Corp 74,085 71,653 3% 2019-12-31
Interactive Financial Advisors 73,316 71,939 2% 2019-12-31
Flaharty Asset Management, LLC 72,608 71,472 2% 2019-12-31
KEYBANK NATIONAL ASSOCIATION/OH 71,963 75,033 4% 2019-12-31
Covenant Partners, LLC 71,525 67,066 7% 2019-12-31
United Asset Strategies, Inc. 70,110 22,010 219% 2019-12-31
MML INVESTORS SERVICES, LLC 69,783 77,555 10% 2019-12-31
Berman Capital Advisors, LLC 68,249 67,524 1% 2019-12-31
F3Logic, LLC 68,225 64,802 5% 2019-12-31
NEW SOUTH CAPITAL MANAGEMENT INC 66,650 76,210 13% 2019-12-31
Janney Montgomery Scott LLC 65,070 123,650 47% 2019-12-31
TELEMUS CAPITAL, LLC 63,902 63,913 0% 2019-12-31
Hillcrest Wealth Advisors - NY, LLC 62,855 63,380 1% 2019-12-31
FULLER & THALER ASSET MANAGEMENT, INC. 62,338 10,692 483% 2019-12-31
Massey, Quick & Co., LLC 61,265 104,198 41% 2019-12-31
Veritable, L.P. 60,647 64,412 6% 2019-12-31
Jordan Park Group LLC 59,930 56,394 6% 2019-12-31
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 59,450 68,270 13% 2019-12-31
HANCOCK HOLDING CO 58,763 63,790 8% 2019-12-31
Mariner Wealth Advisors, LLC 58,655 60,560 3% 2019-12-31
SONATA CAPITAL GROUP INC 58,608 59,216 1% 2019-12-31
CONCENTRIC WEALTH MANAGEMENT, LLC 57,250 50,318 14% 2019-12-31
PDS Planning, Inc 57,011 54,071 5% 2019-12-31
GLENMEDE TRUST CO NA 56,370 56,384 0% 2019-12-31
Strategic Wealth Partners Group LLC 55,988 56,356 1% 2019-12-31
Advisor Group, Inc. 55,518 56,136 1% 2019-12-31
MOODY LYNN & CO/ 54,252 59,664 9% 2019-12-31
WADE G W & INC 53,288 51,846 3% 2019-12-31
Buckingham Asset Management, LLC 51,245 24,696 108% 2019-12-31
CARDINAL CAPITAL MANAGEMENT LLC /CT 50,999 5,255 870% 2019-12-31
Atlantic Trust Group, LLC 49,033 48,885 0% 2019-12-31
CREDIT SUISSE/ 48,376 0 New Buy 2019-12-31
Private Advisor Group, LLC 48,040 50,123 4% 2019-12-31
Brookstone Capital Management 47,329 26,793 77% 2019-12-31
WHITTIER TRUST CO OF NEVADA INC 46,789 41,076 14% 2019-12-31
AdvicePeriod, LLC 46,652 45,127 3% 2019-12-31
Grubman Wealth Management 46,007 59,228 22% 2019-12-31
Johnson Financial Group, Inc. 45,275 44,925 1% 2019-12-31
BLAIR WILLIAM & CO/IL 44,315 38,967 14% 2019-12-31
EATON VANCE MANAGEMENT 43,453 49,021 11% 2019-12-31
IBERIABANK CORP 43,304 31,993 35% 2019-12-31
ROYCE & ASSOCIATES LLC 43,200 43,400 0% 2019-12-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42,634 38,573 11% 2019-12-31
BRIDGEWAY CAPITAL MANAGEMENT INC 41,300 41,300 No Change 2019-12-31
Texas Capital Bank Wealth Management Services Inc 40,804 0 New Buy 2019-12-31
HBK Sorce Advisory LLC 40,315 41,510 3% 2019-12-31
EARNEST PARTNERS LLC 39,597 125 31,578% 2019-12-31
JACOBS LEVY EQUITY MANAGEMENT INC 39,317 0 New Buy 2019-12-31
ALLIANCEBERNSTEIN L.P. 39,070 37,265 5% 2019-12-31
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 38,921 37,750 3% 2019-12-31
Bishop & Co Investment Management, LLC 38,160 39,602 4% 2019-12-31
CB&T Wealth Management 37,472 0 New Buy 2019-12-31
St. Louis Trust Co 37,285 37,312 0% 2019-12-31
FSA Wealth Management LLC 36,743 0 New Buy 2019-12-31
STIFEL FINANCIAL CORP 602 698 14% 2019-12-31
Parkside Investments, LLC 36,105 36,110 0% 2019-12-31
One Capital Management, LLC 35,536 36,805 3% 2019-12-31
Argent Wealth Management LLC 35,485 0 New Buy 2019-12-31
Powell Investment Advisors, LLC 35,393 0 New Buy 2019-12-31
Warren Averett Asset Management, LLC 35,237 44,742 21% 2019-12-31
GHP Investment Advisors, Inc. 35,202 35,450 1% 2019-12-31
Chicago Wealth Management, Inc. 34,715 0 New Buy 2019-12-31
Independent Family Office, LLC 34,580 0 New Buy 2019-12-31
JOHNSON INVESTMENT COUNSEL INC 33,332 34,110 2% 2019-12-31
Burns Wealth Management, Inc. 33,212 32,872 1% 2019-12-31
INVESTMENT PARTNERS LTD /OH/ /ADV 32,954 32,573 1% 2019-12-31
PICTON MAHONEY ASSET MANAGEMENT 32,900 4,800 585% 2019-12-31
Graves-Light Private Wealth Management, Inc. 32,612 19,187 70% 2019-12-31
People's United Financial, Inc. 32,056 32,225 1% 2019-12-31
Regal Wealth Group, Inc. 31,224 3,622 762% 2019-12-31
MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP 30,000 40,750 26% 2019-12-31
GUGGENHEIM CAPITAL LLC 29,563 19,099 55% 2019-12-31
Windsor Group LTD 29,099 0 New Buy 2019-12-31
Creative Planning 28,748 26,487 9% 2019-12-31
TOBIAS FINANCIAL ADVISORS, INC. 28,655 0 New Buy 2019-12-31
MERCER GLOBAL ADVISORS INC /ADV 28,633 28,763 0% 2019-12-31
LAKE STREET FINANCIAL LLC 28,550 28,375 1% 2019-12-31
UMB BANK N A/MO 28,031 28,613 2% 2019-12-31
Independence Advisors, LLC 26,737 11,287 137% 2019-12-31
Taylor, Cottrill, Erickson & Associates, Inc. 26,523 26,558 0% 2019-12-31
WESBANCO BANK INC 26,388 26,062 1% 2019-12-31
LINCOLN NATIONAL CORP 25,858 25,740 0% 2019-12-31
Multi-Financial Securities Corp 25,610 25,867 1% 2019-12-31
Performa Ltd (US), LLC 25,539 0 New Buy 2019-12-31
HERON FINANCIAL GROUP, LLC 25,097 0 New Buy 2019-12-31
MYDA Advisors LLC 25,000 154,000 84% 2019-12-31
BP WEALTH MANAGEMENT, LLC 24,074 28,218 15% 2019-12-31
SMITHFIELD TRUST CO 24,010 24,010 No Change 2019-12-31
Financial Strategy Network, LLC 23,620 32,645 28% 2019-12-31
HRT FINANCIAL LLC 23,226 4,335 436% 2019-12-31
Cutler Group LP 3,600 0 New Buy 2019-12-31
Palisades Hudson Asset Management, L.P. 22,083 22,046 0% 2019-12-31
FINANCIAL COUNSELORS INC 21,739 24,624 12% 2019-12-31
PRUDENTIAL FINANCIAL INC 21,400 34,900 39% 2019-12-31
EQUITRUST INVESTMENT MANAGEMENT SERVICES INC/DE 21,000 21,000 No Change 2019-12-31
Strategic Financial Group, LLC 20,909 21,197 1% 2019-12-31
CPCM, LLC 20,714 18,268 13% 2019-12-31
FIRST MIDWEST BANK TRUST DIVISION 20,650 3,750 451% 2019-12-31
Homrich & Berg 20,637 20,623 0% 2019-12-31
Parallel Advisors, LLC 20,567 18,018 14% 2019-12-31
Ullmann Financial Group, Inc. 20,361 22,136 8% 2019-12-31
Atlas Brown,Inc. 19,803 14,931 33% 2019-12-31
UNITED CAPITAL FINANCIAL ADVISERS,INC. 19,045 15,171 26% 2019-12-31
Hardy Reed LLC 19,036 19,036 No Change 2019-12-31
MV Capital Management, Inc. 18,879 18,879 No Change 2019-12-31
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 18,763 21,183 11% 2019-12-31
EP Wealth Advisors, Inc. 18,613 9,579 94% 2019-12-31
HARBOR INVESTMENT ADVISORY, LLC 18,229 0 New Buy 2019-12-31
Zions Bancorporation, N.A. 18,121 28,165 36% 2019-12-31
American Financial Advisors, LLC 18,101 18,044 0% 2019-12-31
First Allied Advisory Services, Inc. 17,875 19,311 7% 2019-12-31
Goldstein Munger & Associates 17,711 17,681 0% 2019-12-31
L & S Advisors Inc 17,655 18,012 2% 2019-12-31
VAN ECK ASSOCIATES CORP 17,371 5,171 236% 2019-12-31
Paracle Advisors, LLC 17,136 17,009 1% 2019-12-31
CITY HOLDING CO 16,997 16,017 6% 2019-12-31
STEPHENSON NATIONAL BANK & TRUST 16,901 0 New Buy 2019-12-31
Evercore Wealth Management, LLC 16,757 9,212 82% 2019-12-31
CULLEN FROST BANKERS INC 16,740 15,346 9% 2019-12-31
MANAGED ACCOUNT SERVICES INC 16,563 16,976 2% 2019-12-31
CONFLUENCE INVESTMENT MANAGEMENT LLC 16,545 0 New Buy 2019-12-31
AMARILLO NATIONAL BANK 16,450 16,675 1% 2019-12-31
Asset Management Group, Inc. 16,138 17,190 6% 2019-12-31
PINNACLE FINANCIAL PARTNERS INC 16,113 16,138 0% 2019-12-31
Pettinga Financial Advisors, LLC 16,025 12,285 30% 2019-12-31
Adviser Investments LLC 15,488 23,276 33% 2019-12-31
BRINKER CAPITAL INC 15,475 0 New Buy 2019-12-31
Corient Capital Partners, LLC 305 352 13% 2019-12-31
WSFS CAPITAL MANAGEMENT, LLC 15,251 15,230 0% 2019-12-31
Platte River Wealth Advisors, LLC 14,952 0 New Buy 2019-12-31
Country Club Trust Company, n.a. 14,745 15,897 7% 2019-12-31
RHUMBLINE ADVISERS 14,436 21,852 34% 2019-12-31
Financial Advisory Service, Inc. 13,979 13,888 1% 2019-12-31
Stratos Wealth Partners, LTD. 13,823 77 17,852% 2019-12-31
ANCHOR CAPITAL ADVISORS INC 13,695 14,467 5% 2019-12-31
CHEMUNG CANAL TRUST CO 13,496 14,034 4% 2019-12-31
LifePlan Financial Group, Inc 13,415 13,670 2% 2019-12-31
Argent Trust Co 13,255 13,327 1% 2019-12-31
H D Vest Advisory Services 12,929 4,373 196% 2019-12-31
BALASA DINVERNO & FOLTZ LLC 12,691 0 New Buy 2019-12-31
ELLIOTT & ASSOCIATES 12,650 13,106 3% 2019-12-31
Lubar & Co., Inc 12,496 12,496 No Change 2019-12-31
Roundview Capital LLC 12,455 12,455 No Change 2019-12-31
Legacy Bridge, LLC 12,415 12,315 1% 2019-12-31
Carnegie Capital Asset Management, LLC 12,383 11,171 11% 2019-12-31
SlateStone Wealth, LLC 12,063 13,278 9% 2019-12-31
Edge Capital Group, LLC 11,836 11,615 2% 2019-12-31
COLONY GROUP LLC 11,797 12,093 2% 2019-12-31
Financial Network 11,782 7,406 59% 2019-12-31
Kovitz Investment Group Partners, LLC 11,461 11,471 0% 2019-12-31
MEEDER ASSET MANAGEMENT INC 11,343 18,571 39% 2019-12-31
Relyea Zuckerberg Hanson LLC 11,263 0 New Buy 2019-12-31
West Coast Financial LLC 11,131 11,131 No Change 2019-12-31
PARAMETRIC PORTFOLIO ASSOCIATES 11,108 14,796 25% 2019-12-31
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 10,911 10,911 No Change 2019-12-31
Fulton Breakefield Broenniman LLC 10,718 11,089 3% 2019-12-31
Meristem, LLP 10,656 10,697 0% 2019-12-31
TD ASSET MANAGEMENT INC 10,584 10,256 3% 2019-12-31
Rinet Co LLC 10,571 10,967 4% 2019-12-31
GRIMES & COMPANY, INC. 10,518 0 New Buy 2019-12-31
BRONFMAN E.L. ROTHSCHILD, L.P. 10,269 10,381 1% 2019-12-31
Rice Partnership, LLC 10,175 10,175 No Change 2019-12-31
Quadrant Capital Management, LLC 10,078 10,103 0% 2019-12-31
Valeo Financial Advisors, LLC 10,055 10,163 1% 2019-12-31
SG Americas Securities, LLC 10,001 10,001 No Change 2019-12-31
O'Brien Wealth Partners LLC 9,838 10,425 6% 2019-12-31
SYSTEMATIC FINANCIAL MANAGEMENT LP 9,835 2,840 246% 2019-12-31
REGIONS FINANCIAL CORP 9,716 10,129 4% 2019-12-31
Harbour Capital Advisors, LLC 9,695 9,770 1% 2019-12-31
Milestone Group, Inc. 9,575 0 New Buy 2019-12-31
Carnick & Kubik Group, LLC 9,490 7,669 24% 2019-12-31
ASPIRIANT, LLC 9,453 7,492 26% 2019-12-31
Accredited Investors Inc. 9,372 9,463 1% 2019-12-31
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 9,342 9,345 0% 2019-12-31
Drexel Morgan & Co. 9,322 9,322 No Change 2019-12-31
Columbus Macro, LLC 9,275 0 New Buy 2019-12-31
XML Financial, LLC 9,240 0 New Buy 2019-12-31
Menard Financial Group LLC 9,182 0 New Buy 2019-12-31
WELLINGTON MANAGEMENT CO LLP 9,174 0 New Buy 2019-12-31
RPG Investment Advisory, LLC 8,880 8,841 0% 2019-12-31
Eukles Asset Management 8,850 8,604 3% 2019-12-31
Yale Capital CORP 8,782 8,782 No Change 2019-12-31
Brown Advisory Securities, LLC 8,736 7,158 22% 2019-12-31
Qube Research & Technologies Ltd 8,658 0 New Buy 2019-12-31
WASHINGTON TRUST BANK 8,591 8,591 No Change 2019-12-31
FIRST TRUST ADVISORS LP 8,572 8,433 2% 2019-12-31
INSIGHT 2811, INC. 8,437 8,115 4% 2019-12-31
Schneider Downs Wealth Management Advisors, LP 8,324 7,271 14% 2019-12-31
Beacon Pointe Advisors, LLC 8,217 5,035 63% 2019-12-31
Nachman Norwood & Parrott, Inc 8,015 8,015 No Change 2019-12-31
BINGHAM OSBORN & SCARBOROUGH LLC 8,006 8,004 0% 2019-12-31
PITTENGER & ANDERSON INC 7,875 7,875 No Change 2019-12-31
Alera Investment Advisors, LLC 7,751 7,753 0% 2019-12-31
Baker Avenue Asset Management, LP 7,733 8,633 10% 2019-12-31
Bigelow Investment Advisors, LLC 7,704 7,653 1% 2019-12-31
Round Table Services, LLC 7,660 7,637 0% 2019-12-31
Diversified Portfolios, Inc. 7,517 7,517 No Change 2019-12-31
SMITH CAPITAL MANAGEMENT INC /AR/ADV 7,447 7,342 1% 2019-12-31
Beacon Pointe Wealth Advisors, LLC 7,437 7,468 0% 2019-12-31
SOL Capital Management CO 7,375 6,835 8% 2019-12-31
Summit Financial, LLC 7,359 2,477 197% 2019-12-31
Oakmont Partners LLC 7,357 7,393 0% 2019-12-31
CIBC World Markets Inc. 7,312 6,581 11% 2019-12-31
Independent Advisor Alliance 7,270 0 New Buy 2019-12-31
HIGHLAND CAPITAL MANAGEMENT CORP 7,262 7,387 2% 2019-12-31
Spears Abacus Advisors LLC 7,245 7,245 No Change 2019-12-31
RAYMOND JAMES TRUST CO 7,099 7,099 No Change 2019-12-31
Maple Capital Management, Inc. 7,067 0 New Buy 2019-12-31
FCG ADVISORS, LLC 7,065 6,454 9% 2019-12-31
Diversified Investment Strategies, LLC 6,985 6,985 No Change 2019-12-31
BHK Investment Advisors, LLC 6,977 6,849 2% 2019-12-31
Steward Partners Investment Advisory, LLC 6,957 6,963 0% 2019-12-31
TOMPKINS FINANCIAL CORP 6,955 6,955 No Change 2019-12-31
Arden Trust Co 6,941 6,994 1% 2019-12-31
Pacific Ridge Capital Partners, LLC 6,923 0 New Buy 2019-12-31
NWAM LLC 6,843 6,843 No Change 2019-12-31
HUNTINGTON NATIONAL BANK 6,798 6,822 0% 2019-12-31
Pointe Capital Management LLC 6,746 0 New Buy 2019-12-31
NEXT Financial Group, Inc 0 5,399 Sold Out 2019-12-31
Equitable Holdings, Inc. 6,639 0 New Buy 2019-12-31
TIEDEMANN WEALTH MANAGEMENT, LLC 6,525 7,538 13% 2019-12-31
Belpointe Asset Management LLC 3,274 0 New Buy 2019-12-31
Global Retirement Partners, LLC 6,444 6,215 4% 2019-12-31
Stordahl Capital Management, Inc. 6,399 6,456 1% 2019-12-31
Well Done, LLC 6,347 6,496 2% 2019-12-31
Magnus Financial Group LLC 6,332 3,039 108% 2019-12-31
Hartland & Co., LLC 6,267 6,257 0% 2019-12-31
OPPENHEIMER & CO INC 6,198 11,014 44% 2019-12-31
Autus Asset Management, LLC 6,116 6,371 4% 2019-12-31
COMERICA SECURITIES,INC. 6,110 0 New Buy 2019-12-31
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 6,051 6,039 0% 2019-12-31
Laurel Wealth Advisors, Inc. 5,990 6,050 1% 2019-12-31
FineMark National Bank & Trust 5,975 0 New Buy 2019-12-31
Cornerstone Wealth Management, LLC 5,883 5,894 0% 2019-12-31
ENCORE BANK NA 5,840 5,859 0% 2019-12-31
HOWLAND CAPITAL MANAGEMENT INC 5,789 5,789 No Change 2019-12-31
Connecticut Wealth Management, LLC 5,788 5,784 0% 2019-12-31
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 5,769 5,834 1% 2019-12-31
Paragon Capital Management Ltd 5,768 5,736 1% 2019-12-31
Vulcan Value Partners, LLC 5,723 0 New Buy 2019-12-31
MYCIO WEALTH PARTNERS, LLC 5,617 4,877 15% 2019-12-31
Alhambra Investment Partners LLC 5,572 0 New Buy 2019-12-31
Nicholas Hoffman & Company, LLC. 5,543 5,543 No Change 2019-12-31
Aft, Forsyth & Company, Inc. 5,447 5,447 No Change 2019-12-31
Tarbox Group, Inc. 5,400 5,400 No Change 2019-12-31
GABLES CAPITAL MANAGEMENT INC. 5,350 5,350 No Change 2019-12-31
Parsec Financial Management, Inc. 5,295 6,336 16% 2019-12-31
Paulson Wealth Management Inc. 5,269 5,325 1% 2019-12-31
FIERA SCEPTRE INC. 5,207 5,199 0% 2019-12-31
Wall Street Access Asset Management, LLC 5,199 5,259 1% 2019-12-31
VAUGHAN AND COMPANY SECURITIES, INC. 5,195 0 New Buy 2019-12-31
TCF National Bank 5,172 5,469 5% 2019-12-31
FIRST BUSINESS FINANCIAL SERVICES, INC. 5,047 5,152 2% 2019-12-31
Quantbot Technologies LLC 4,978 0 New Buy 2019-12-31
Cubic Asset Management, LLC 4,973 4,994 0% 2019-12-31
APPLETON PARTNERS INC/MA 4,942 5,004 1% 2019-12-31
SMITH, MOORE & CO. 4,900 4,868 1% 2019-12-31
Hirtle Callaghan & Co Inc 4,877 4,877 No Change 2019-12-31
Sequoia Financial Advisors, LLC 4,822 6,160 22% 2019-12-31
Aprio Wealth Management, LLC 4,663 0 New Buy 2019-12-31
FEDERATED INVESTORS INC /PA/ 4,605 48,000 90% 2019-12-31
Harwood Advisory Group, LLC 4,580 4,902 7% 2019-12-31
Confluence Wealth Management LLC 4,555 4,555 No Change 2019-12-31
Lutz Financial Services LLC 4,542 4,542 No Change 2019-12-31
Savant Capital Management Inc 4,541 4,450 2% 2019-12-31
Wealthcare Advisory Partners LLC 4,486 3,670 22% 2019-12-31
Garde Capital, Inc. 4,483 4,506 1% 2019-12-31
FinTrust Capital Advisors, LLC 4,406 4,558 3% 2019-12-31
ATRIA INVESTMENTS LLC 4,392 5,181 15% 2019-12-31
CCG WEALTH MANAGEMENT, LLC 4,383 5,597 22% 2019-12-31
TEXAS CAPITAL BANCSHARES INC/TX 4,380 5,967 27% 2019-12-31
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 4,320 0 New Buy 2019-12-31
ATHENA CAPITAL ADVISORS LLC 4,317 1,733 149% 2019-12-31
Linscomb & Williams, Inc. 4,301 3,769 14% 2019-12-31
RNC CAPITAL MANAGEMENT LLC 4,278 0 New Buy 2019-12-31
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 4,277 0 New Buy 2019-12-31
MATHER GROUP, INC. 4,253 0 New Buy 2019-12-31
Cresset Asset Management, LLC 4,241 4,741 11% 2019-12-31
Next Capital Management LLC 4,214 0 New Buy 2019-12-31
Financial Advocates Investment Management 4,190 3,469 21% 2019-12-31
American Investment Services, Inc. 4,181 4,181 No Change 2019-12-31
V Wealth Management,LLC 7 7 No Change 2019-12-31
Whitnell & Co. 4,147 4,147 No Change 2019-12-31
Patriot Investment Management Inc. 4,133 4,133 No Change 2019-12-31
Trellis Advisors, LLC 4,121 3,591 15% 2019-12-31
Estate Counselors, LLC 4,050 4,050 No Change 2019-12-31
TOWLE & CO 4,020 0 New Buy 2019-12-31
CULBERTSON A N & CO INC 3,943 3,986 1% 2019-12-31
TIAA ENDOWMENT & PHILANTHROPIC SERVICES, LLC 3,928 3,998 2% 2019-12-31
PATTEN & PATTEN INC/TN 3,890 4,390 11% 2019-12-31
Guidance Point Advisors, LLC 3,889 3,896 0% 2019-12-31
Truepoint, Inc. 3,880 3,874 0% 2019-12-31
TOCQUEVILLE ASSET MANAGEMENT LP 3,845 3,845 No Change 2019-12-31
KING LUTHER CAPITAL MANAGEMENT CORP 3,820 2,120 80% 2019-12-31
BARCLAYS PLC 0 6,864 Sold Out 2019-12-31
CAHABA WEALTH MANAGEMENT, INC. 3,760 3,740 1% 2019-12-31
IHT Wealth Management, LLC 3,758 5,657 34% 2019-12-31
CHESLEY TAFT & ASSOCIATES LLC/IL 3,747 0 New Buy 2019-12-31
ARTHUR M. COHEN & ASSOCIATES, LLC 3,746 6,448 42% 2019-12-31
AdvisorNet Financial, Inc 3,739 3,732 0% 2019-12-31
Tranquility Partners, LLC 3,693 4,558 19% 2019-12-31
MANAGED ASSET PORTFOLIOS, LLC 3,685 4,135 11% 2019-12-31
JFS WEALTH ADVISORS, LLC 3,627 3,650 1% 2019-12-31
Winfield Associates, Inc. 3,620 4,525 20% 2019-12-31
NORTHWEST WEALTH MANAGEMENT, LLC 3,618 3,718 3% 2019-12-31
PRIVATE MANAGEMENT GROUP INC 3,610 3,610 No Change 2019-12-31
ST GERMAIN D J CO INC 3,608 3,535 2% 2019-12-31
PROFESSIONAL ADVISORY SERVICES INC 3,598 3,598 No Change 2019-12-31
DOWLING & YAHNKE INC 3,575 3,515 2% 2019-12-31
YorkBridge Wealth Partners, LLC 3,561 3,561 No Change 2019-12-31
PFG Advisors 3,553 3,554 0% 2019-12-31
Sonora Investment Management, LLC 3,532 3,636 3% 2019-12-31
ALESCO ADVISORS LLC 3,515 3,515 No Change 2019-12-31
AMERITAS INVESTMENT CORP 3,489 3,006 16% 2019-12-31
OPPENHEIMER ASSET MANAGEMENT INC 3,438 0 New Buy 2019-12-31
Camden Capital, LLC 3,437 0 New Buy 2019-12-31
Cetera Investment Advisers 3,432 3,477 1% 2019-12-31
Mosaic Family Wealth, LLC 3,431 3,427 0% 2019-12-31
Evanson Asset Management, LLC 3,396 3,633 7% 2019-12-31
HPM Partners LLC 3,331 5,729 42% 2019-12-31
NORTHSTAR WEALTH PARTNERS LLC 3,323 3,525 6% 2019-12-31
Opus Capital Group, LLC 3,321 3,360 1% 2019-12-31
Allen Investment Management LLC 3,302 3,302 No Change 2019-12-31
Sigma Planning Corp 3,280 3,453 5% 2019-12-31
Austin Private Wealth, LLC 3,233 0 New Buy 2019-12-31
Madison Asset Management, LLC 3,211 0 New Buy 2019-12-31
Northeast Financial Consultants Inc 3,191 3,191 No Change 2019-12-31
CAMBIAR INVESTORS LLC 3,183 0 New Buy 2019-12-31
Change Path, LLC 3,163 0 New Buy 2019-12-31
BESSEMER GROUP INC 3,142 3,142 No Change 2019-12-31
Murphy, Middleton, Hinkle & Parker, Inc. 3,126 3,339 6% 2019-12-31
CHATHAM CAPITAL GROUP, INC. 3,100 3,700 16% 2019-12-31
Towerpoint Wealth, LLC 3,075 3,175 3% 2019-12-31
O'Brien Greene & Co. Inc 3,075 2,975 3% 2019-12-31
Starfire Investment Advisers, Inc. 3,070 3,045 1% 2019-12-31
WEDGEWOOD INVESTORS INC /PA/ 3,058 3,058 No Change 2019-12-31
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,050 0 New Buy 2019-12-31
STOCK YARDS BANK & TRUST CO 3,006 2,713 11% 2019-12-31
Keudell/Morrison Wealth Management 3,000 3,000 No Change 2019-12-31
PUTNAM FL INVESTMENT MANAGEMENT CO 2,998 1,927 56% 2019-12-31
PRIVATE BANK & TRUST CO 2,978 2,978 No Change 2019-12-31
MERITAGE PORTFOLIO MANAGEMENT 2,953 2,413 22% 2019-12-31
Rikoon Group, LLC 2,929 3,307 11% 2019-12-31
TBH Global Asset Management, LLC 2,901 0 New Buy 2019-12-31
Jaffetilchin Investment Partners, LLC 2,871 0 New Buy 2019-12-31
MARSHALL FINANCIAL GROUP INC /ADV 2,830 2,830 No Change 2019-12-31
Abacus Planning Group, Inc. 2,829 2,829 No Change 2019-12-31
Cypress Wealth Services, LLC 2,820 2,820 No Change 2019-12-31
GenTrust, LLC 2,816 2,816 No Change 2019-12-31
Total Wealth Planning, LLC 2,792 2,791 0% 2019-12-31
Advisory Services Network, LLC 2,779 406 584% 2019-12-31
SAWGRASS ASSET MANAGEMENT LLC 2,700 2,570 5% 2019-12-31
3D ASSET MANAGEMENT INC 2,686 2,667 1% 2019-12-31
Empirical Financial Services, LLC 2,677 1,998 34% 2019-12-31
Montecito Bank & Trust 2,674 0 New Buy 2019-12-31
Vigilant Capital Management, LLC 2,600 2,600 No Change 2019-12-31
Phocas Financial CORP 2,560 2,560 No Change 2019-12-31
Blankinship & Foster, LLC 2,531 2,513 1% 2019-12-31
Arcus Capital Partners, LLC 2,508 3,769 33% 2019-12-31
ADVISORY RESEARCH INC 2,485 0 New Buy 2019-12-31
Baldrige Asset Management LLC 2,483 2,528 2% 2019-12-31
ROTHSCHILD ASSET MANAGEMENT INC 2,426 1,987 22% 2019-12-31
Ferris Capital, LLC 2,421 2,421 No Change 2019-12-31
DAVIDSON TRUST CO 2,417 0 New Buy 2019-12-31
Capital Square, LLC 2,414 0 New Buy 2019-12-31
CLEAR INVESTMENT RESEARCH, LLC 2,372 2,717 13% 2019-12-31
FULTON BANK, N.A. 2,369 2,373 0% 2019-12-31
Lido Advisors, LLC 2,345 2,303 2% 2019-12-31
American Institute for Advanced Investment Management, LLP 2,335 0 New Buy 2019-12-31
CWM, LLC 2,325 2,135 9% 2019-12-31
HOWE & RUSLING INC 2,304 2,305 0% 2019-12-31
RIVERSEDGE ADVISORS, LLC 2,300 0 New Buy 2019-12-31
EPG Wealth Management LLC 2,295 0 New Buy 2019-12-31
Capstone Financial Advisors, Inc. 2,278 2,278 No Change 2019-12-31
Wells Trecaso Financial Group, LLC 2,259 2,259 No Change 2019-12-31
Financial Architects, Inc 2,243 2,243 No Change 2019-12-31
LEVEL FOUR ADVISORY SERVICES, LLC 2,233 2,079 7% 2019-12-31
MONECO Advisors, LLC 2,226 2,208 1% 2019-12-31
TCTC Holdings, LLC 2,212 2,212 No Change 2019-12-31
Goss Wealth Management LLC 2,206 1,975 12% 2019-12-31
McNamara Financial Services, Inc. 2,205 2,186 1% 2019-12-31
Private Capital Management, LLC 2,189 0 New Buy 2019-12-31
Keeley-Teton Advisors, LLC 2,170 0 New Buy 2019-12-31
CITIZENS FINANCIAL GROUP INC/RI 140 493 72% 2019-12-31
SJA Financial Advisory, LLC 2,144 2,130 1% 2019-12-31
Palisade Asset Management, LLC 2,141 2,141 No Change 2019-12-31
Plancorp, LLC 2,119 2,121 0% 2019-12-31
Krasney Financial LLC 2,104 2,110 0% 2019-12-31
BERKSHIRE ASSET MANAGEMENT INC/PA 2,100 2,100 No Change 2019-12-31
WATERS PARKERSON & CO INC 2,100 2,100 No Change 2019-12-31
QUEST CAPITAL MANAGEMENT INC /ADV 2,091 2,289 9% 2019-12-31
Paradigm Financial Advisors, LLC 2,088 2,070 1% 2019-12-31
BEACH INVESTMENT COUNSEL INC/PA 2,080 2,080 No Change 2019-12-31
WRAPMANAGER INC 2,073 2,089 1% 2019-12-31
APPLETON GROUP WEALTH MANAGEMENT LLC 2,027 8,180 75% 2019-12-31
Regent Investment Management LLC 2,011 8,141 75% 2019-12-31
Sawtooth Asset Management, Inc. 2,010 0 New Buy 2019-12-31
Diversified Trust Co 2,007 2,007 No Change 2019-12-31
Donald L. Hagan, LLC 2,006 2,059 3% 2019-12-31
IFP Advisors, Inc 2,002 2,569 22% 2019-12-31
Moisand Fitzgerald Tamayo, LLC 1,999 1,999 No Change 2019-12-31
CAMBRIDGE TRUST CO 1,985 1,875 6% 2019-12-31
MISSION WEALTH MANAGEMENT, LLC 1,969 1,890 4% 2019-12-31
FIRST NATIONAL TRUST CO 1,954 2,995 35% 2019-12-31
Western Wealth Management, LLC 1,949 0 New Buy 2019-12-31
Stillwater Investment Management, LLC 1,941 1,920 1% 2019-12-31
FIRST UNITED BANK TRUST/ 1,939 1,984 2% 2019-12-31
SAND HILL ADVISORS INC/CA 1,937 2,418 20% 2019-12-31
Annex Advisory Services, LLC 1,933 1,933 No Change 2019-12-31
Newport Wealth Strategies, Inc. 1,924 1,724 12% 2019-12-31
WELCH & FORBES LLC 1,923 1,923 No Change 2019-12-31
Icon Wealth Partners, LLC 1,914 1,914 No Change 2019-12-31
SHINE INVESTMENT ADVISORY SERVICES INC 1,886 1,828 3% 2019-12-31
IFG Advisory, LLC 1,859 1,873 1% 2019-12-31
EVERGREEN CAPITAL MANAGEMENT LLC 1,837 0 New Buy 2019-12-31
Crestwood Advisors LLC 1,806 1,844 2% 2019-12-31
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 1,759 0 New Buy 2019-12-31
Cornerstone Advisory, LLP 1,736 1,816 4% 2019-12-31
JMG Financial Group, Ltd. 1,711 1,711 No Change 2019-12-31
INNEALTA CAPITAL, LLC 1,708 1,752 3% 2019-12-31
PINNACLE ASSOCIATES LTD 1,701 1,701 No Change 2019-12-31
Arete Wealth Advisors, LLC 1,693 2,247 25% 2019-12-31
GREAT VALLEY ADVISOR GROUP, INC. 1,682 0 New Buy 2019-12-31
Glenview Trust Co 1,655 0 New Buy 2019-12-31
Integrated Wealth Concepts LLC 1,649 0 New Buy 2019-12-31
Versant Capital Management, Inc 1,644 1,973 17% 2019-12-31
Legacy Wealth Planning, LLC 1,643 0 New Buy 2019-12-31
Patriot Financial Group Insurance Agency, LLC 1,642 1,611 2% 2019-12-31
DONALDSON CAPITAL MANAGEMENT, LLC 1,619 0 New Buy 2019-12-31
Resource Planning Group 1,604 0 New Buy 2019-12-31
PBWM Holdings, LLC 1,600 2,042 22% 2019-12-31
TRUST CO OF VERMONT 1,572 1,572 No Change 2019-12-31
Oakworth Capital, Inc. 1,559 1,559 No Change 2019-12-31
Rockefeller Capital Management L.P. 0 659 Sold Out 2019-12-31
Laurel Wealth Advisors LLC 1,435 1,645 13% 2019-12-31
Procyon Private Wealth Partners, LLC 1,400 0 New Buy 2019-12-31
SIGNATUREFD, LLC 1,397 1,607 13% 2019-12-31
PROEQUITIES, INC. 1,376 225 512% 2019-12-31
Filbrandt Wealth Management, LLC 1,261 0 New Buy 2019-12-31
Hanson McClain, Inc. 1,230 1,230 No Change 2019-12-31
DEUTSCHE BANK AG 1,215 1,415 14% 2019-12-31
Squar Milner Financial Services LLC 1,206 1,206 No Change 2019-12-31
MANCHESTER FINANCIAL INC 1,200 0 New Buy 2019-12-31
Cranbrook Wealth Management, LLC 1,175 1,175 No Change 2019-12-31
Certified Advisory Corp 1,174 1,173 0% 2019-12-31
TRUEWEALTH LLC 1,121 1,115 1% 2019-12-31
SRS Capital Advisors, Inc. 1,120 1,109 1% 2019-12-31
TCI Wealth Advisors, Inc. 1,113 1,111 0% 2019-12-31
LAZARD ASSET MANAGEMENT LLC 1,100 1,100 No Change 2019-12-31
LWS Wealth Advisors, Inc. 1,082 0 New Buy 2019-12-31
Capital Advisors, Ltd. LLC 1,060 1,104 4% 2019-12-31
Sullivan, Bruyette, Speros & Blaney, Inc. 1,051 1,051 No Change 2019-12-31
PEAPACK GLADSTONE FINANCIAL CORP 687 1,737 60% 2019-12-31
Atlas Private Wealth Management 1,038 0 New Buy 2019-12-31
Evensky & Katz, Inc. 1,036 2,635 61% 2019-12-31
GANNETT WELSH & KOTLER 1,032 0 New Buy 2019-12-31
WESTWOOD HOLDINGS GROUP INC 1,008 175 476% 2019-12-31
Lakeview Capital Partners, LLC 983 0 New Buy 2019-12-31
Fortis Advisors, LLC 937 928 1% 2019-12-31
S.A. Mason LLC 891 0 New Buy 2019-12-31
Financeware, Inc. 878 862 2% 2019-12-31
Capital Analysts, Inc. 834 461 81% 2019-12-31
McKinley Carter Wealth Services, Inc. 804 0 New Buy 2019-12-31
Firestone Capital Management 785 0 New Buy 2019-12-31
Roble, Belko & Company, Inc 760 760 No Change 2019-12-31
BOURGEON CAPITAL MANAGEMENT LLC 757 757 No Change 2019-12-31
Focused Wealth Management, Inc 754 825 9% 2019-12-31
Gemmer Asset Management LLC 752 744 1% 2019-12-31
BDO Wealth Advisors, LLC 713 713 No Change 2019-12-31
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 700 700 No Change 2019-12-31
LOOMIS SAYLES & CO L P 700 700 No Change 2019-12-31
Advisory Alpha, LLC 668 18 3,611% 2019-12-31
TSFG, LLC 665 0 New Buy 2019-12-31
Private Ocean, LLC 659 341 93% 2019-12-31
QCI ASSET MANAGEMENT INC/NY 645 645 No Change 2019-12-31
ATTICUS WEALTH MANAGEMENT, LLC 641 0 New Buy 2019-12-31
Sugarloaf Wealth Management, LLC 634 0 New Buy 2019-12-31
BROWN BROTHERS HARRIMAN & CO 591 671 12% 2019-12-31
Sowell Financial Services LLC 583 892 35% 2019-12-31
Ellis Investment Partners, LLC 582 580 0% 2019-12-31
Covington Capital Management 575 519 11% 2019-12-31
Lindbrook Capital, LLC 567 567 No Change 2019-12-31
LS Investment Advisors, LLC 550 550 No Change 2019-12-31
Private Capital Group, LLC 543 1,128 52% 2019-12-31
FLAGSHIP HARBOR ADVISORS, LLC 520 518 0% 2019-12-31
Asset Dedication, LLC 496 425 17% 2019-12-31
Kistler-Tiffany Companies, LLC 456 456 No Change 2019-12-31
Institute for Wealth Management, LLC. 455 0 New Buy 2019-12-31
Tortoise Investment Management, LLC 443 443 No Change 2019-12-31
Aspire Private Capital, LLC 440 440 No Change 2019-12-31
Weaver Consulting Group 432 431 0% 2019-12-31
Manchester Capital Management LLC 427 427 No Change 2019-12-31
Raab & Moskowitz Asset Management LLC 424 0 New Buy 2019-12-31
Coastal Investment Advisors, Inc. 15 238 94% 2019-12-31
CNB Bank 409 320 28% 2019-12-31
Independence Bank of Kentucky 400 400 No Change 2019-12-31
BENJAMIN F. EDWARDS & COMPANY, INC. 398 353 13% 2019-12-31
Column Capital Advisors, LLC 390 0 New Buy 2019-12-31
Bedel Financial Consulting, Inc. 387 445 13% 2019-12-31
WEST BANCORPORATION INC 380 0 New Buy 2019-12-31
Coastal Capital Group, Inc. 376 376 No Change 2019-12-31
Chevy Chase Trust Holdings, Inc. 360 0 New Buy 2019-12-31
CABANA LLC 351 0 New Buy 2019-12-31
MCF Advisors LLC 348 348 No Change 2019-12-31
IndexIQ Advisors LLC 336 392 14% 2019-12-31
MONETARY MANAGEMENT GROUP INC 335 385 13% 2019-12-31
QUADRANT CAPITAL GROUP LLC 327 827 60% 2019-12-31
Pinnacle Bank 321 321 No Change 2019-12-31
BALLAST ADVISORS LLC 311 0 New Buy 2019-12-31
Intercontinental Wealth Advisors, LLC 305 1,120 73% 2019-12-31
Barnett & Company, Inc. 301 301 No Change 2019-12-31
Kore Private Wealth LLC 301 0 New Buy 2019-12-31
Total Clarity Wealth Management, Inc. 300 0 New Buy 2019-12-31
TI-TRUST, INC 299 0 New Buy 2019-12-31
Plante Moran Financial Advisors Ltd Partnership 298 0 New Buy 2019-12-31
Perkins Coie Trust Co 295 295 No Change 2019-12-31
Trust Co 286 286 No Change 2019-12-31
GSB Wealth Management, LLC 221 500 56% 2019-12-31
CREATIVE FINANCIAL DESIGNS INC /ADV 268 349 23% 2019-12-31
First Washington CORP 263 263 No Change 2019-12-31
Cribstone Capital Management, LLC 250 250 No Change 2019-12-31
Crewe Advisors LLC 242 242 No Change 2019-12-31
Investment Research & Advisory Group, Inc. 239 0 New Buy 2019-12-31
Summit Investment Advisors, Inc. 234 380 38% 2019-12-31
North Star Investment Management Corp. 231 231 No Change 2019-12-31
FIRST MANHATTAN CO 225 255 12% 2019-12-31
Carroll Financial Associates, Inc. 221 181 22% 2019-12-31
FARMERS & MERCHANTS INVESTMENTS INC 220 220 No Change 2019-12-31
HCR Wealth Advisors 216 0 New Buy 2019-12-31
Glassman Wealth Services 215 5 4,200% 2019-12-31
Lighthouse Financial Advisors, Inc. 211 0 New Buy 2019-12-31
Community Bank, N.A. 209 209 No Change 2019-12-31
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 200 200 No Change 2019-12-31
TRUSTCORE FINANCIAL SERVICES, LLC 198 198 No Change 2019-12-31
Lehman & Derafelo Financial Resources LLC 195 195 No Change 2019-12-31
Sandy Spring Bank 185 213 13% 2019-12-31
Orion Portfolio Solutions, LLC 179 0 New Buy 2019-12-31
TFO-TDC, LLC 174 0 New Buy 2019-12-31
TFG Advisers LLC 173 0 New Buy 2019-12-31
ARCADIA INVESTMENT MANAGEMENT CORP/MI 165 0 New Buy 2019-12-31
Capital Investment Advisory Services, LLC 165 165 No Change 2019-12-31
Litman Gregory Asset Management LLC 162 162 No Change 2019-12-31
Carmichael Hill & Associates, Inc. 153 0 New Buy 2019-12-31
Hanson Investment Management 151 151 No Change 2019-12-31
Aptus Capital Advisors, LLC 145 145 No Change 2019-12-31
RED CEDAR INVESTMENT MANAGEMENT, LLC 141 141 No Change 2019-12-31
HARVEST GROUP WEALTH MANAGEMENT, LLC 134 133 1% 2019-12-31
Armor Investment Advisors, LLC 130 130 No Change 2019-12-31
BRANDES INVESTMENT PARTNERS, LP(Charles Brandes) 129 0 New Buy 2019-12-31
Lake Point Wealth Management 115 0 New Buy 2019-12-31
HighMark Wealth Management LLC 105 0 New Buy 2019-12-31
BerganKDV Wealth Management, LLC 102 102 No Change 2019-12-31
Ellevest, Inc. 101 101 No Change 2019-12-31
Willingdon Wealth Management 100 130 23% 2019-12-31
RESOURCES MANAGEMENT CORP /CT/ /ADV 100 100 No Change 2019-12-31
VERUS CAPITAL PARTNERS, LLC 100 0 New Buy 2019-12-31
CENTRAL BANK & TRUST CO 85 85 No Change 2019-12-31
American Research & Management Co. 80 80 No Change 2019-12-31
Stonebridge Financial Planning Group, LLC 80 0 New Buy 2019-12-31
1 NORTH WEALTH SERVICES LLC 78 78 No Change 2019-12-31
Stewardship Financial Advisors, LLC 74 174 57% 2019-12-31
Burt Wealth Advisors 72 72 No Change 2019-12-31
Samalin Investment Counsel, LLC 70 0 New Buy 2019-12-31
Retirement Network 70 0 New Buy 2019-12-31
Lenox Wealth Advisors, Inc. 67 38 76% 2019-12-31
Hudock Moyer Wealth Resources, LLC 63 0 New Buy 2019-12-31
CLS INVESTMENT FIRM, LLC 61 61 No Change 2019-12-31
Front Row Advisors LLC 55 55 No Change 2019-12-31
NWK Group, Inc. 54 0 New Buy 2019-12-31
PEDDOCK CAPITAL ADVISORS, LLC 47 0 New Buy 2019-12-31
Prestige Wealth Management Group LLC 46 46 No Change 2019-12-31
ANDERSON FISHER LLC 45 0 New Buy 2019-12-31
Emerald Investment Partners, LLC 35 35 No Change 2019-12-31
Providence Capital Advisors, LLC 30 30 No Change 2019-12-31
Stonebridge Capital Advisors LLC 25 25 No Change 2019-12-31
McIlrath & Eck, LLC 25 25 No Change 2019-12-31
Belmont Capital, LLC 25 0 New Buy 2019-12-31
ABSOLUTE INVESTMENT MANAGEMENT LLC 23 206 89% 2019-12-31
JNBA Financial Advisors 21 21 No Change 2019-12-31
Gradient Investments LLC 19 60 68% 2019-12-31
ROWLAND CARMICHAEL ADVISORS INC /ADV 19 0 New Buy 2019-12-31
Capital Asset Advisory Services LLC 17 0 New Buy 2019-12-31
CKW FINANCIAL GROUP 16 0 New Buy 2019-12-31
Biltmore Family Office, LLC 16 0 New Buy 2019-12-31
OPTIMUM INVESTMENT ADVISORS 8 8 No Change 2019-12-31
Larson Financial Group LLC 6 0 New Buy 2019-12-31
Marquette Asset Management Inc. 3 7,314 100% 2019-12-31
Renaissance Technologies(Jim Simons) 0 4,500 Sold Out 2019-12-31
M&T BANK CORP 0 1,119,703 Sold Out 2019-12-31
Goodman & Company, Investment Counsel Ltd. 0 63 Sold Out 2019-12-31
LEGAL & GENERAL GROUP PLC 0 2,490 Sold Out 2019-12-31
HUDSON CANYON INVESTMENT COUNSELORS LLC 0 326 Sold Out 2019-12-31
FIRST MERCANTILE TRUST CO 0 11,752 Sold Out 2019-12-31
SPRINGBOK CAPITAL MANAGEMENT, LLC 0 1,234 Sold Out 2019-12-31
Quantitative Investment Management, LLC 0 2,377 Sold Out 2019-12-31
JEFFERIES GROUP INC /DE/ 0 50,000 Sold Out 2019-12-31
GAM Holding Ltd. 0 31,320 Sold Out 2019-12-31
Pathstone Family Office, LLC 0 77 Sold Out 2019-12-31
USCA RIA LLC 0 805 Sold Out 2019-12-31
Pennsylvania Trust Co 0 7,433 Sold Out 2019-12-31
Stearns Financial Services Group 0 11 Sold Out 2019-12-31
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 0 4 Sold Out 2019-12-31
BBK Capital Partners, LLC 0 4,696 Sold Out 2019-12-31
Syntal Capital Partners, LLC 0 12,843 Sold Out 2019-12-31
Fragasso Group Inc. 0 1,974 Sold Out 2019-12-31
Arvest Trust Co 0 2,813 Sold Out 2019-12-31
OLD MISSION CAPITAL LLC 0 2,400 Sold Out 2019-12-31
VALLEY NATIONAL ADVISERS INC 0 11 Sold Out 2019-12-31
HUNTINGTON ASSET ADVISORS, INC. 0 3,397 Sold Out 2019-12-31
ROPES WEALTH ADVISORS LLC 0 1,352 Sold Out 2019-12-31
Oliver Luxxe Assets LLC 0 1,848 Sold Out 2019-12-31
Asset Planning Services, Ltd. 0 1,155 Sold Out 2019-12-31
PagnatoKarp Partners LLC 0 1,699 Sold Out 2019-12-31
Sterling Investment Advisors, Ltd. 0 12 Sold Out 2019-12-31
Legacy Advisors, LLC 0 1,691 Sold Out 2019-12-31
Quad Capital Management Advisors LLC 0 32,834 Sold Out 2019-12-31
KCS Wealth Advisory 0 44 Sold Out 2019-12-31
Claraphi Advisory Network, LLC 0 200 Sold Out 2019-12-31
CenterStar Asset Management, LLC 0 2,200 Sold Out 2019-12-31
Pinnacle Wealth Planning Services, Inc. 0 1,751 Sold Out 2019-12-31
Diametric Capital, LP 0 2,023 Sold Out 2019-12-31
WHITENER CAPITAL MANAGEMENT, INC. 0 50 Sold Out 2019-12-31
FNY Investment Advisers, LLC 0 14,222 Sold Out 2019-12-31
Impax Asset Management Group plc 0 75,000 Sold Out 2019-12-31
Stonehage Fleming Financial Services Holdings Ltd 0 5,129 Sold Out 2019-12-31
EVOKE WEALTH, LLC 0 785 Sold Out 2019-12-31
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