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STOCK TICKER:
SCHWAB U.S. SMALL-CA   (ticker: SCHA)
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
Charles Schwab Investment Advisory, Inc. 148,781 0 New Buy 2020-06-30
SEI INVESTMENTS CO 4,178,378 3,973,613 5% 2020-06-30
Personal Capital Advisors Corp 3,693,133 3,305,262 12% 2020-06-30
BANK OF AMERICA CORP /DE/ 3,033,107 0 New Buy 2020-06-30
SCHWAB CHARLES INVESTMENT MANAGEMENT INC 13,245 0 New Buy 2020-06-30
Financial Engines Advisors L.L.C. 1,821,511 342,998 431% 2020-06-30
FIRST MERCANTILE TRUST CO 610,193 678,558 10% 2020-06-30
UBS Group AG 569,635 932,258 39% 2020-06-30
Mariner Wealth Advisors, LLC 531,512 566,890 6% 2020-06-30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 499,799 1,019,863 51% 2020-06-30
Aurum Wealth Management Group, LLC 474,002 757,786 37% 2020-06-30
Creative Planning 463,282 359,847 29% 2020-06-30
AJ WEALTH STRATEGIES, LLC 460,712 0 New Buy 2020-06-30
KLINGENSTEIN FIELDS & CO LLC 443,987 446,157 0% 2020-06-30
AMERIPRISE FINANCIAL INC 442,006 0 New Buy 2020-06-30
UNITED CAPITAL FINANCIAL ADVISERS,INC. 435,918 0 New Buy 2020-06-30
MERCER GLOBAL ADVISORS INC /ADV 390,505 432,300 10% 2020-06-30
Prime Capital Investment Advisors, LLC 384,179 371,820 3% 2020-06-30
Filbrandt Wealth Management, LLC 374,051 339,788 10% 2020-06-30
Advisory Alpha, LLC 372,510 379,694 2% 2020-06-30
Legacy Wealth Management, Inc 351,202 573,211 39% 2020-06-30
Gemmer Asset Management LLC 344,139 0 New Buy 2020-06-30
LPL Financial CORP 304,053 296,064 3% 2020-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 302,551 243,579 24% 2020-06-30
ENTERPRISE FINANCIAL SERVICES CORP 294,900 0 New Buy 2020-06-30
Kuntz Lesher Capital LLC 290,812 279,744 4% 2020-06-30
ENVESTNET ASSET MANAGEMENT INC 283,729 246,468 15% 2020-06-30
MORGAN STANLEY 271,680 0 New Buy 2020-06-30
BerganKDV Wealth Management, LLC 255,045 271,306 6% 2020-06-30
HighTower Advisors, LLC 245,698 182,889 34% 2020-06-30
Financial Advisors, LLC 244,345 214,971 14% 2020-06-30
LITTLE HOUSE CAPITAL LLC 244,345 0 New Buy 2020-06-30
BlueSky Wealth Advisors, LLC 225,467 169,463 33% 2020-06-30
Raymond James Financial Services Advisors, Inc. 216,529 322,702 33% 2020-06-30
MONEYWISE, INC. 213,638 198,404 8% 2020-06-30
Kohmann Bosshard Financial Services, LLC 207,463 218,208 5% 2020-06-30
Mokosak Advisory Group, LLC 202,751 198,176 2% 2020-06-30
FRONTIER INVESTMENT MGMT CO 192,259 175,664 9% 2020-06-30
Visionary Wealth Advisors 183,674 0 New Buy 2020-06-30
WELLS FARGO & CO/MN 179,087 178,495 0% 2020-06-30
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 170,384 161,805 5% 2020-06-30
Strategic Financial Planning, Inc. 167,381 178,574 6% 2020-06-30
Charles Schwab Trust Co 162,001 62,502 159% 2020-06-30
Emery Howard Portfolio Management, Inc. 161,421 187,836 14% 2020-06-30
QS Investors, LLC 158,151 0 New Buy 2020-06-30
Summit Financial Strategies, Inc. 157,881 165,341 5% 2020-06-30
MARSHALL FINANCIAL GROUP INC /ADV 157,711 182,669 14% 2020-06-30
Radnor Financial Advisors, LLC 156,071 77,573 101% 2020-06-30
Savant Capital Management Inc 155,855 111,000 40% 2020-06-30
ProVise Management Group, LLC 150,227 150,006 0% 2020-06-30
Marquette Asset Management Inc. 148,683 172,531 14% 2020-06-30
Pacific Edge Advisors, LLC 147,755 235,277 37% 2020-06-30
Burt Wealth Advisors 147,296 138,963 6% 2020-06-30
Bangor Savings Bank 145,979 148,577 2% 2020-06-30
SVA Plumb Wealth Management, LLC 144,693 150,932 4% 2020-06-30
BRONFMAN E.L. ROTHSCHILD, L.P. 139,867 186,668 25% 2020-06-30
APPLETON GROUP WEALTH MANAGEMENT LLC 138,536 8,194 1,591% 2020-06-30
Bouchey Financial Group Ltd 138,426 137,458 1% 2020-06-30
MERIDIAN MANAGEMENT CO 138,119 139,052 1% 2020-06-30
UNIONBANCAL CORP 133,856 139,440 4% 2020-06-30
JJJ Advisors Inc. 133,021 5,484 2,326% 2020-06-30
NORTHWEST INVESTMENT COUNSELORS, LLC 129,076 119,582 8% 2020-06-30
ROYAL BANK OF CANADA 127,750 0 New Buy 2020-06-30
FIRST NATIONAL CORP /MA/ /ADV 125,098 111,209 12% 2020-06-30
NORTH STAR ASSET MANAGEMENT INC 122,025 121,138 1% 2020-06-30
BSC PRIVATE WEALTH MANAGEMENT, LLC 118,018 111,919 5% 2020-06-30
SAGE FINANCIAL GROUP INC 116,392 77,964 49% 2020-06-30
Patriot Investment Management Inc. 111,480 113,738 2% 2020-06-30
Tradewinds Capital Management, LLC 110,446 109,109 1% 2020-06-30
BB&T CORP 110,363 0 New Buy 2020-06-30
JONES FINANCIAL COMPANIES LLLP 108,930 162,951 33% 2020-06-30
Buckingham Capital Management, Inc. 106,516 100,874 6% 2020-06-30
Towercrest Capital Management 102,611 79,564 29% 2020-06-30
Alliance Wealth Management Group 102,611 0 New Buy 2020-06-30
Ascension Capital Advisors, Inc. 101,123 0 New Buy 2020-06-30
CAPTRUST FINANCIAL ADVISORS 99,889 118,670 16% 2020-06-30
Starfire Investment Advisers, Inc. 96,980 97,027 0% 2020-06-30
St. Johns Investment Management Company, LLC 96,287 85,546 13% 2020-06-30
Matrix Trust Co 94,362 101,156 7% 2020-06-30
Gladstone Institutional Advisory LLC 94,070 0 New Buy 2020-06-30
Empirical Financial Services, LLC 91,428 26,098 250% 2020-06-30
Orgel Wealth Management, LLC 91,357 0 New Buy 2020-06-30
RIVERSEDGE ADVISORS, LLC 90,086 54,375 66% 2020-06-30
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 88,613 7,852 1,029% 2020-06-30
Curbstone Financial Management Corp 88,510 88,510 No Change 2020-06-30
Moisand Fitzgerald Tamayo, LLC 87,372 0 New Buy 2020-06-30
Asset Dedication, LLC 87,094 88,291 1% 2020-06-30
Adams Wealth Management 86,101 73,427 17% 2020-06-30
Lutz Financial Services LLC 85,616 122,199 30% 2020-06-30
GRIMES & COMPANY, INC. 84,489 6,970 1,112% 2020-06-30
JANE STREET GROUP, LLC 84,432 0 New Buy 2020-06-30
Portfolio Solutions 83,733 20,237 314% 2020-06-30
SALEM INVESTMENT COUNSELORS INC 82,292 0 New Buy 2020-06-30
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 81,869 80,509 2% 2020-06-30
TrueNorth, Inc. 81,534 0 New Buy 2020-06-30
Pinnacle Advisory Group, Inc. 79,696 0 New Buy 2020-06-30
Garde Capital, Inc. 79,177 72,936 9% 2020-06-30
Confluence Wealth Management LLC 78,505 77,804 1% 2020-06-30
AdvisorNet Financial, Inc 77,906 69,739 12% 2020-06-30
Friedenthal Financial 75,699 86,607 13% 2020-06-30
QCI ASSET MANAGEMENT INC/NY 75,556 65,602 15% 2020-06-30
GRT CAPITAL PARTNERS LLC 74,662 0 New Buy 2020-06-30
Beacon Pointe Advisors, LLC 72,903 37,181 96% 2020-06-30
Black Diamond Financial, LLC 71,925 121,649 41% 2020-06-30
Private Advisor Group, LLC 71,874 66,078 9% 2020-06-30
Holistic Financial Partners 70,704 63,095 12% 2020-06-30
Vista Private Wealth Partners. LLC 68,413 68,849 1% 2020-06-30
COMMONWEALTH EQUITY SERVICES, LLC. 68,168 65,308 4% 2020-06-30
Courage Miller Partners, LLC 66,499 66,022 1% 2020-06-30
PLANNING ALTERNATIVES LTD /ADV 65,515 56,322 16% 2020-06-30
LVW Advisors, LLC 63,233 193,719 67% 2020-06-30
MONETA GROUP INVESTMENT ADVISORS INC 62,841 46,564 35% 2020-06-30
Souders Financial Advisors 62,352 19,866 214% 2020-06-30
Tower Research Capital LLC 62,314 0 New Buy 2020-06-30
Sharkey, Howes & Javer 61,400 15,016 309% 2020-06-30
Exchange Capital Management, Inc. 61,284 64,933 6% 2020-06-30
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 58,864 63,275 7% 2020-06-30
Omega Financial Group, LLC 58,761 61,171 4% 2020-06-30
Carolina Wealth Advisors, LLC 58,477 57,988 1% 2020-06-30
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 58,385 74,566 22% 2020-06-30
Your Advocates Ltd., LLP 57,708 152,163 62% 2020-06-30
Lighthouse Financial Advisors, Inc. 57,005 55,962 2% 2020-06-30
Brand Asset Management Group, Inc. 56,583 70,413 20% 2020-06-30
Lee Financial CORP 55,941 104,472 46% 2020-06-30
Sculati Wealth Management, LLC 55,487 57,152 3% 2020-06-30
PrairieView Partners, LLC 55,102 60,828 9% 2020-06-30
Yale Capital CORP 54,729 68,169 20% 2020-06-30
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 53,200 45,940 16% 2020-06-30
FIRST HAWAIIAN BANK 52,567 52,564 0% 2020-06-30
BCS Wealth Management 52,115 54,855 5% 2020-06-30
Strategic Family Wealth Counselors, L.L.C. 51,729 64,685 20% 2020-06-30
APPLETON PARTNERS INC/MA 50,870 49,522 3% 2020-06-30
MISSION WEALTH MANAGEMENT, LLC 50,704 48,274 5% 2020-06-30
Parsec Financial Management, Inc. 49,467 49,271 0% 2020-06-30
Newman Dignan & Sheerar, Inc. 49,109 49,859 2% 2020-06-30
Relaxing Retirement Coach 48,842 54,393 10% 2020-06-30
Element Wealth, LLC 47,394 46,348 2% 2020-06-30
First Allied Advisory Services, Inc. 47,368 50,312 6% 2020-06-30
Susquehanna International Group, LLP 47,123 94,607 50% 2020-06-30
SeaCrest Wealth Management, LLC 46,551 39,267 19% 2020-06-30
COOPER/HAIMS ADVISORS, LLC 46,346 49,785 7% 2020-06-30
HHM Wealth Advisors, LLC 46,215 44,906 3% 2020-06-30
H&H Retirement Design & Management INC 45,541 0 New Buy 2020-06-30
CHILTON CAPITAL MANAGEMENT LLC 43,806 0 New Buy 2020-06-30
CANTOR FITZGERALD INVESTMENT ADVISER L.P. 42,976 43,922 2% 2020-06-30
Chesapeake Wealth Management 42,890 42,727 0% 2020-06-30
Kavar Capital Partners, LLC 42,769 41,911 2% 2020-06-30
Advisory Services Network, LLC 42,123 0 New Buy 2020-06-30
Asset Management Group, Inc. 41,971 44,602 6% 2020-06-30
Koshinski Asset Management, Inc. 41,800 40,663 3% 2020-06-30
Southern Wealth Management, LLP 41,663 28,499 46% 2020-06-30
ASSOCIATED BANC-CORP 41,473 39,772 4% 2020-06-30
LeJeune Puetz Investment Counsel LLC 41,235 44,427 7% 2020-06-30
MOLLER FINANCIAL SERVICES 41,183 0 New Buy 2020-06-30
John W. Brooker & Co., CPAs 41,076 43,233 5% 2020-06-30
JOHNSON INVESTMENT COUNSEL INC 40,970 34,891 17% 2020-06-30
HBK Sorce Advisory LLC 40,614 42,171 4% 2020-06-30
EWG Elevate Inc. 40,575 38,124 6% 2020-06-30
Wealth Architects, LLC 40,416 37,221 9% 2020-06-30
COLDSTREAM CAPITAL MANAGEMENT INC 39,926 43,247 8% 2020-06-30
WHITTIER TRUST CO OF NEVADA INC 39,761 14,943 166% 2020-06-30
Family Firm, Inc. 38,682 41,435 7% 2020-06-30
JFS WEALTH ADVISORS, LLC 38,406 38,230 0% 2020-06-30
Nikulski Financial, Inc. 37,990 40,121 5% 2020-06-30
ARBOR TRUST WEALTH ADVISORS, LLC 37,812 37,526 1% 2020-06-30
VALLEY NATIONAL ADVISERS INC 37,653 95,445 61% 2020-06-30
Garrison Financial Corp 36,971 36,826 0% 2020-06-30
SMITHBRIDGE ASSET MANAGEMENT INC/DE 36,556 36,106 1% 2020-06-30
LEAVELL INVESTMENT MANAGEMENT, INC. 36,177 35,797 1% 2020-06-30
Vision Capital Management, Inc. 36,129 0 New Buy 2020-06-30
BIDWELL C M & ASSOCIATES LTD/ 36,034 0 New Buy 2020-06-30
Providence Wealth Advisors, LLC 34,282 34,472 1% 2020-06-30
Community Bank, N.A. 34,241 33,702 2% 2020-06-30
BALLAST ADVISORS LLC 34,209 27,705 23% 2020-06-30
Financial Advisory Service, Inc. 33,070 38,931 15% 2020-06-30
Columbus Macro, LLC 32,055 34,742 8% 2020-06-30
Joseph P. Lucia & Associates, LLC 31,327 33,354 6% 2020-06-30
Cohen Klingenstein, LLC 31,320 31,320 No Change 2020-06-30
Valmark Advisers, Inc. 30,809 27,319 13% 2020-06-30
Next Capital Management LLC 30,023 90,899 67% 2020-06-30
Carmichael Hill & Associates, Inc. 29,739 30,374 2% 2020-06-30
Ironwood Wealth Management, LLC. 29,502 0 New Buy 2020-06-30
PBWM Holdings, LLC 29,480 12,095 144% 2020-06-30
Investors Research Corp 29,412 25,786 14% 2020-06-30
STRATEGIC CAPITAL ADVISERS, INC. 29,368 26,785 10% 2020-06-30
American Investment Services, Inc. 29,236 31,184 6% 2020-06-30
RAYMOND JAMES & ASSOCIATES 29,193 5,559 425% 2020-06-30
Summit Asset Management, LLC 28,979 27,128 7% 2020-06-30
Bartlett & Co. LLC 28,568 29,768 4% 2020-06-30
CABOT MONEY MANAGEMENT INC 28,318 25,258 12% 2020-06-30
Providence First Trust Co 28,006 28,006 No Change 2020-06-30
Provident Wealth Management, LLC 27,752 25,062 11% 2020-06-30
Apex Investment Services, Inc. 27,060 40,101 33% 2020-06-30
Global Strategic Investment Solutions, LLC 26,681 22,909 16% 2020-06-30
Diligent Investors, LLC 25,978 23,178 12% 2020-06-30
INVESTMENT SECURITY GROUP INC /CO/ /ADV 25,790 26,512 3% 2020-06-30
OHE FINANCIAL INC 25,712 0 New Buy 2020-06-30
BAILARD, INC. 25,310 30,445 17% 2020-06-30
Brightworth 25,295 14,739 72% 2020-06-30
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 25,137 23,836 5% 2020-06-30
Alpha Omega Wealth Management LLC 25,036 24,748 1% 2020-06-30
PITTENGER & ANDERSON INC 24,900 26,131 5% 2020-06-30
D.B. Root & Company, LLC 24,592 25,091 2% 2020-06-30
DeGreen Capital Management LLC 23,720 25,739 8% 2020-06-30
Broadleaf Partners, LLC 23,474 23,935 2% 2020-06-30
Leisure Capital Management 23,198 25,442 9% 2020-06-30
Perigon Wealth Management, LLC 22,738 21,508 6% 2020-06-30
YorkBridge Wealth Partners, LLC 22,311 20,080 11% 2020-06-30
Well Done, LLC 22,175 0 New Buy 2020-06-30
Hurlow Wealth Management Group, Inc. 22,029 36,126 39% 2020-06-30
Davis Capital Management 21,937 0 New Buy 2020-06-30
Integrated Advisors Network LLC 21,869 19,432 13% 2020-06-30
McAdam, LLC 21,854 22,772 4% 2020-06-30
Schneider Downs Wealth Management Advisors, LP 21,792 26,744 19% 2020-06-30
Triangle Securities Wealth Management 21,709 20,380 7% 2020-06-30
Intelligence Driven Advisers, LLC 13,714 0 New Buy 2020-06-30
Dynamic Advisors Solutions LLC 21,502 5,713 276% 2020-06-30
Nicollet Investment Management, Inc. 21,435 21,435 No Change 2020-06-30
H D Vest Advisory Services 21,307 42,648 50% 2020-06-30
Ausdal Financial Partners, Inc. 21,054 16,408 28% 2020-06-30
Creegan & Nassoura Financial Group, LLC 20,755 0 New Buy 2020-06-30
Financial Network 20,741 17,351 20% 2020-06-30
FCA CORP /TX 20,705 22,143 6% 2020-06-30
MADDEN SECURITIES Corp 20,673 0 New Buy 2020-06-30
BANK OF MONTREAL /CAN/ 20,517 21,269 4% 2020-06-30
Gradient Capital Advisors, LLC 20,290 24,797 18% 2020-06-30
HC Advisors, LLC 20,046 0 New Buy 2020-06-30
Almanack Investment Partners, LLC. 19,876 96,331 79% 2020-06-30
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 19,860 19,860 No Change 2020-06-30
CONDOR CAPITAL MANAGEMENT 19,823 19,867 0% 2020-06-30
CAPITAL INSIGHT PARTNERS, LLC 19,489 19,847 2% 2020-06-30
MILLENNIUM MANAGEMENT LLC 19,315 0 New Buy 2020-06-30
Meridian Wealth Management, LLC 18,778 28,217 33% 2020-06-30
Baldrige Asset Management LLC 18,728 20,522 9% 2020-06-30
DUNCKER STREETT & CO INC 18,434 14,068 31% 2020-06-30
WAGNER CAPITAL MANAGEMENT CORP 18,305 17,605 4% 2020-06-30
Cedar Wealth Management, LLC 18,297 0 New Buy 2020-06-30
PINNACLE ASSOCIATES LTD 17,571 15,351 14% 2020-06-30
NewFocus Financial Group, LLC 17,269 27,456 37% 2020-06-30
STIFEL FINANCIAL CORP 444 0 New Buy 2020-06-30
SHINE INVESTMENT ADVISORY SERVICES INC 16,966 44,712 62% 2020-06-30
Fulton Breakefield Broenniman LLC 16,963 16,990 0% 2020-06-30
Vivaldi Capital Management, LLC 16,938 13,336 27% 2020-06-30
Hudock Moyer Wealth Resources, LLC 16,768 34,538 51% 2020-06-30
Tortoise Investment Management, LLC 16,746 13,521 24% 2020-06-30
MANAGED ACCOUNT SERVICES INC 16,495 21,254 22% 2020-06-30
Harborview Advisors, LLC 16,413 15,904 3% 2020-06-30
Arcus Capital Partners, LLC 16,348 17,593 7% 2020-06-30
MAI Wealth Advisors 16,294 21,200 23% 2020-06-30
Patton Albertson & Miller, LLC 16,169 16,561 2% 2020-06-30
Rockbridge Investment Management, LCC 16,022 0 New Buy 2020-06-30
QUADRANT CAPITAL GROUP LLC 15,878 0 New Buy 2020-06-30
SNS Financial Group, LLC 15,815 25,387 38% 2020-06-30
Palisade Asset Management, LLC 15,775 15,775 No Change 2020-06-30
Parallel Advisors, LLC 15,681 21,469 27% 2020-06-30
Asset Advisors Investment Management, LLC 15,596 17,827 13% 2020-06-30
EVERGREEN CAPITAL MANAGEMENT LLC 15,424 0 New Buy 2020-06-30
FormulaFolio Investments, LLC 15,052 13,738 10% 2020-06-30
Stratos Wealth Advisors, LLC 15,011 14,658 2% 2020-06-30
Armor Investment Advisors, LLC 14,992 13,475 11% 2020-06-30
Chevy Chase Trust Holdings, Inc. 14,813 14,929 1% 2020-06-30
Mengis Capital Management, Inc. 14,668 14,972 2% 2020-06-30
Kingsview Wealth Management, LLC 14,638 19,107 23% 2020-06-30
Aspen Investment Management Inc 14,535 0 New Buy 2020-06-30
Cambridge Advisors Inc. 14,532 15,501 6% 2020-06-30
Elmwood Wealth Management, Inc. 14,498 0 New Buy 2020-06-30
THRIVENT FINANCIAL FOR LUTHERANS 14,489 14,489 No Change 2020-06-30
COLONY GROUP LLC 14,476 19,918 27% 2020-06-30
Abacus Planning Group, Inc. 14,188 14,108 1% 2020-06-30
BERKSHIRE ASSET MANAGEMENT INC/PA 14,180 16,383 13% 2020-06-30
AYRSHIRE ASSOCIATES INC 14,026 16,013 12% 2020-06-30
WISCONSIN CAPITAL MANAGEMENT LLC 14,000 11,700 20% 2020-06-30
Capital Investment Advisory Services, LLC 13,960 22,868 39% 2020-06-30
PHILLIPS FINANCIAL MANAGEMENT, LLC 13,724 0 New Buy 2020-06-30
St. Louis Trust Co 13,705 0 New Buy 2020-06-30
Lido Advisors, LLC 13,660 13,709 0% 2020-06-30
CRA Financial Services, LLC 13,446 12,396 8% 2020-06-30
OARSMAN CAPITAL, INC. 13,435 0 New Buy 2020-06-30
Ironwood Wealth Management, llc 13,430 13,585 1% 2020-06-30
Belpointe Asset Management LLC 13,316 0 New Buy 2020-06-30
ALESCO ADVISORS LLC 13,241 17,343 24% 2020-06-30
SENTINEL PENSION ADVISORS INC 12,998 15,874 18% 2020-06-30
ASSET PLANNING SERVICES INC /LA/ /ADV 12,610 12,760 1% 2020-06-30
VALICENTI ADVISORY SERVICES INC 12,377 12,294 1% 2020-06-30
Modus Advisors, LLC 12,317 28,316 57% 2020-06-30
Litman Gregory Asset Management LLC 12,310 10,608 16% 2020-06-30
Landmark Financial Advisors, LLC 12,193 14,287 15% 2020-06-30
Mayfair Advisory Group, LLC 12,017 24,924 52% 2020-06-30
One Capital Management, LLC 11,935 15,254 22% 2020-06-30
Ifrah Financial Services, Inc. 11,778 10,942 8% 2020-06-30
Twele Capital Management, Inc. 11,767 11,623 1% 2020-06-30
Teamwork Financial Advisors, LLC 11,498 0 New Buy 2020-06-30
Roundview Capital LLC 11,331 11,968 5% 2020-06-30
WOODMONT INVESTMENT COUNSEL LLC 11,111 0 New Buy 2020-06-30
Liberty Capital Management, Inc. 10,856 10,334 5% 2020-06-30
COZAD ASSET MANAGEMENT INC 10,820 0 New Buy 2020-06-30
361 CAPITAL LLC 10,815 9,351 16% 2020-06-30
FineMark National Bank & Trust 10,660 10,746 1% 2020-06-30
Cypress Wealth Services, LLC 10,250 11,669 12% 2020-06-30
HoyleCohen, LLC 10,198 10,675 4% 2020-06-30
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 10,190 10,200 0% 2020-06-30
BLB&B Advisors, LLC 10,167 10,167 No Change 2020-06-30
Burleson & Company, LLC 10,138 10,900 7% 2020-06-30
TWO SIGMA SECURITIES, LLC 10,120 0 New Buy 2020-06-30
NAPLES GLOBAL ADVISORS, LLC 10,015 9,650 4% 2020-06-30
Feltz Wealth PLAN Inc. 10,009 0 New Buy 2020-06-30
EP Wealth Advisors, Inc. 9,961 13,484 26% 2020-06-30
Camelot Portfolios, LLC 9,920 7,933 25% 2020-06-30
Pinnacle Wealth Management Advisory Group, LLC 9,888 9,098 9% 2020-06-30
Phocas Financial CORP 9,632 0 New Buy 2020-06-30
Bigelow Investment Advisors, LLC 9,557 16,474 42% 2020-06-30
Opus Capital Group, LLC 9,519 9,443 1% 2020-06-30
WHITTIER TRUST CO 9,225 9,225 No Change 2020-06-30
CVA Family Office, LLC 9,189 10,298 11% 2020-06-30
Maxim Capital Management LLC 9,045 9,045 No Change 2020-06-30
SIGMA INVESTMENT COUNSELORS INC 9,024 10,252 12% 2020-06-30
Financial Architects, Inc 9,004 9,692 7% 2020-06-30
Secure Asset Management, LLC 8,993 0 New Buy 2020-06-30
Pegasus Asset Management, Inc. 8,741 8,601 2% 2020-06-30
Astoria Strategic Wealth, Inc. 8,526 8,043 6% 2020-06-30
Spectrum Management Group, Inc. 8,490 8,490 No Change 2020-06-30
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 8,434 0 New Buy 2020-06-30
Stockman Asset Management 8,341 8,346 0% 2020-06-30
Brouwer & Janachowski, LLC 8,310 9,489 12% 2020-06-30
PLANNING DIRECTIONS INC 8,307 0 New Buy 2020-06-30
GOLDMAN SACHS GROUP INC 8,155 0 New Buy 2020-06-30
Sawtooth Asset Management, Inc. 8,143 0 New Buy 2020-06-30
Bowling Portfolio Management LLC 8,129 7,952 2% 2020-06-30
Financeware, Inc. 8,115 6,847 19% 2020-06-30
MITCHELL CAPITAL MANAGEMENT CO 8,078 8,463 5% 2020-06-30
Financial Advocates Investment Management 8,056 7,175 12% 2020-06-30
HOLDERNESS INVESTMENTS CO 7,883 0 New Buy 2020-06-30
Mutual Advisors, LLC 7,868 0 New Buy 2020-06-30
Lakeview Capital Partners, LLC 7,831 7,831 No Change 2020-06-30
ANDERSON FISHER LLC 7,729 9,274 17% 2020-06-30
Stearns Financial Services Group 7,728 8,372 8% 2020-06-30
Bristlecone Advisors, LLC 7,708 16,148 52% 2020-06-30
Wealthstreet Investment Advisors, LLC 7,700 11,275 32% 2020-06-30
FDx Advisors, Inc. 7,681 0 New Buy 2020-06-30
CITIZENS FINANCIAL GROUP INC/RI 7,642 7,630 0% 2020-06-30
NEXT Financial Group, Inc 7,639 5,132 49% 2020-06-30
WEALTHSOURCE PARTNERS, LLC 7,603 29,850 75% 2020-06-30
Livingston Group Asset Management CO (operating as Southport Capital Management) 7,589 0 New Buy 2020-06-30
Jentner Corp 7,582 5,751 32% 2020-06-30
Acorn Wealth Advisors, LLC 7,568 7,072 7% 2020-06-30
Evensky & Katz, Inc. 7,538 8,488 11% 2020-06-30
S.A. Mason LLC 7,525 7,273 3% 2020-06-30
PACIFIC SUN FINANCIAL CORP 7,485 8,685 14% 2020-06-30
Van Hulzen Asset Management, LLC 7,446 7,981 7% 2020-06-30
Firestone Capital Management 7,412 7,994 7% 2020-06-30
MANCHESTER FINANCIAL INC 7,372 7,861 6% 2020-06-30
Alpha Cubed Investments, LLC 7,360 0 New Buy 2020-06-30
CWA Asset Management Group, LLC 7,357 0 New Buy 2020-06-30
YCMNET ADVISORS INC 7,352 8,016 8% 2020-06-30
Elwood & Goetz Wealth Advisory Group, LLC 7,217 7,074 2% 2020-06-30
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 7,192 7,212 0% 2020-06-30
Windsor Group LTD 7,151 8,491 16% 2020-06-30
IFP Advisors, Inc 7,119 9,560 26% 2020-06-30
ACCESS FINANCIAL SERVICES, INC. 7,081 11,594 39% 2020-06-30
Capital Advantage, Inc. 6,966 8,307 16% 2020-06-30
Carlton Hofferkamp & Jenks Wealth Management, LLC 6,866 0 New Buy 2020-06-30
Bogart Wealth, LLC 6,828 6,101 12% 2020-06-30
Madden Advisory Services, Inc. 6,822 7,359 7% 2020-06-30
GILLESPIE ROBINSON & GRIMM INC 6,695 6,695 No Change 2020-06-30
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 6,684 11,375 41% 2020-06-30
Milestone Group, Inc. 6,679 8,078 17% 2020-06-30
SHEETS SMITH & ASSOCIATES INC 6,669 4,621 44% 2020-06-30
NBT BANK N A /NY 6,595 6,190 7% 2020-06-30
DAVIDSON TRUST CO 6,565 6,565 No Change 2020-06-30
AlphaStar Capital Management, LLC 6,553 10,715 39% 2020-06-30
Sunburst Financial Group, LLC 6,475 7,696 16% 2020-06-30
FAGAN ASSOCIATES, INC. 6,402 8,376 24% 2020-06-30
CLEAR INVESTMENT RESEARCH, LLC 6,317 5,815 9% 2020-06-30
Heritage Way Advisors, LLC 6,315 6,246 1% 2020-06-30
Armbruster Capital Management, Inc. 6,306 6,381 1% 2020-06-30
VISTA CAPITAL PARTNERS, INC. 6,208 7,580 18% 2020-06-30
Cetera Investment Advisers 6,150 6,038 2% 2020-06-30
Carnegie Capital Asset Management, LLC 6,115 7,426 18% 2020-06-30
Laurel Wealth Advisors LLC 5,980 6,800 12% 2020-06-30
CALTON & ASSOCIATES, INC. 5,957 5,781 3% 2020-06-30
ELLIOTT & ASSOCIATES 5,919 0 New Buy 2020-06-30
Buckingham Asset Management, LLC 5,909 7,397 20% 2020-06-30
Buffington Mohr McNeal 5,899 6,716 12% 2020-06-30
AE Wealth Management LLC 5,889 0 New Buy 2020-06-30
Dorsey & Whitney Trust CO LLC 5,725 5,725 No Change 2020-06-30
GHP Investment Advisors, Inc. 5,667 6,138 8% 2020-06-30
Fusion Capital, LLC 5,635 0 New Buy 2020-06-30
Fortis Capital Management LLC 5,624 6,893 18% 2020-06-30
Boyer & Corporon Wealth Management, LLC 5,594 4,403 27% 2020-06-30
Baird Financial Group, Inc. 5,575 22,726 75% 2020-06-30
Frontier Wealth Management LLC 5,547 9,997 45% 2020-06-30
Campbell Wealth Management 5,488 5,104 8% 2020-06-30
MADISON WEALTH MANAGEMENT 5,409 7,386 27% 2020-06-30
TIEMANN INVESTMENT ADVISORS, LLC 5,363 5,313 1% 2020-06-30
Orion Portfolio Solutions, LLC 5,340 0 New Buy 2020-06-30
PUTNAM FL INVESTMENT MANAGEMENT CO 5,310 11,637 54% 2020-06-30
Legacy Bridge, LLC 5,265 5,705 8% 2020-06-30
West Oak Capital, LLC 5,199 3,511 48% 2020-06-30
Murphy, Middleton, Hinkle & Parker, Inc. 5,161 5,155 0% 2020-06-30
Fisher Asset Management, LLC(Kenneth L. Fisher) 5,120 0 New Buy 2020-06-30
PACIFIC CAPITAL WEALTH ADVISORS, INC 5,117 0 New Buy 2020-06-30
American Financial Advisors, LLC 5,102 5,016 2% 2020-06-30
National Asset Management, Inc. 5,098 5,141 1% 2020-06-30
Great Diamond Partners, LLC 5,065 4,493 13% 2020-06-30
Northwest Capital Management Inc 5,057 5,983 15% 2020-06-30
Pinkerton Retirement Specialists, LLC 4,979 0 New Buy 2020-06-30
DDD Partners, LLC 4,898 5,121 4% 2020-06-30
Gainplan LLC 4,849 5,403 10% 2020-06-30
Stratos Wealth Partners, LTD. 4,842 6,022 20% 2020-06-30
FOSTER & MOTLEY INC 4,826 5,738 16% 2020-06-30
Chicago Partners Investment Group LLC 4,803 4,559 5% 2020-06-30
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 4,769 4,296 11% 2020-06-30
OXFORD FINANCIAL GROUP LTD 4,767 4,746 0% 2020-06-30
Rock Point Advisors, LLC 4,757 4,802 1% 2020-06-30
Penobscot Investment Management Company, Inc. 4,750 5,432 13% 2020-06-30
Evanson Asset Management, LLC 4,717 4,709 0% 2020-06-30
Carlson Capital Management 4,659 4,723 1% 2020-06-30
NWAM LLC 4,632 0 New Buy 2020-06-30
Equitable Holdings, Inc. 4,625 0 New Buy 2020-06-30
Hoover Financial Advisors, Inc. 4,594 4,667 2% 2020-06-30
SAGE RHINO CAPITAL LLC 4,550 4,550 No Change 2020-06-30
PARSONS CAPITAL MANAGEMENT INC/RI 4,501 5,899 24% 2020-06-30
FORT PITT CAPITAL GROUP, LLC 4,479 0 New Buy 2020-06-30
Bank of New York Mellon CORP 4,445 4,338 2% 2020-06-30
CITADEL ADVISORS LLC (Kenneth C. Griffin) 4,412 0 New Buy 2020-06-30
Parkside Financial Bank & Trust 4,368 6,285 31% 2020-06-30
F3Logic, LLC 4,298 4,298 No Change 2020-06-30
Patriot Financial Group Insurance Agency, LLC 4,285 4,030 6% 2020-06-30
Newport Wealth Strategies, Inc. 4,247 27,400 85% 2020-06-30
Taylor, Cottrill, Erickson & Associates, Inc. 4,193 3,938 6% 2020-06-30
ALTFEST L J & CO INC 4,183 4,390 5% 2020-06-30
Reitz Capital Advisors LLC 4,158 0 New Buy 2020-06-30
Shone Asset Management LLC 4,135 4,121 0% 2020-06-30
Homrich & Berg 4,133 0 New Buy 2020-06-30
Meridian Wealth Partners, LLC 4,118 0 New Buy 2020-06-30
Premier Asset Managment LLC 4,100 4,100 No Change 2020-06-30
FMR LLC 4 0 New Buy 2020-06-30
Triton Wealth Management, PLLC 4,081 4,414 8% 2020-06-30
Front Row Advisors LLC 4,072 4,618 12% 2020-06-30
Ledyard National Bank 4,070 4,617 12% 2020-06-30
CARRET ASSET MANAGEMENT 4,032 3,987 1% 2020-06-30
Arete Wealth Advisors, LLC 4,018 4,034 0% 2020-06-30
Atlas Private Wealth Management 4,011 0 New Buy 2020-06-30
Financial Strategy Network, LLC 3,950 3,948 0% 2020-06-30
Hendershot Investments Inc. 3,940 3,721 6% 2020-06-30
Merit Financial Group, LLC 3,935 3,935 No Change 2020-06-30
Acropolis Investment Management, LLC 3,884 3,884 No Change 2020-06-30
PROFFITT & GOODSON INC 3,865 0 New Buy 2020-06-30
Boltwood Capital Management 3,825 6,000 36% 2020-06-30
Fiduciary Group LLC 3,817 0 New Buy 2020-06-30
SJA Financial Advisory, LLC 3,813 4,547 16% 2020-06-30
FORTE CAPITAL LLC /ADV 3,759 0 New Buy 2020-06-30
Somerset Group LLC 3,754 5,162 27% 2020-06-30
PFG Advisors 3,754 4,774 21% 2020-06-30
Blue Chip Wealth Management, Inc. 3,702 0 New Buy 2020-06-30
CWM, LLC 3,618 3,230 12% 2020-06-30
Kathmere Capital Management, LLC 3,441 0 New Buy 2020-06-30
LifeSteps Financial, Inc. 3,400 0 New Buy 2020-06-30
Stordahl Capital Management, Inc. 3,373 11,041 69% 2020-06-30
SAWGRASS ASSET MANAGEMENT LLC 3,351 0 New Buy 2020-06-30
BENJAMIN F. EDWARDS & COMPANY, INC. 3,343 1,485 125% 2020-06-30
WOLVERINE TRADING, LLC 3,300 5,600 41% 2020-06-30
LBMC INVESTMENT ADVISORS, LLC 3,286 0 New Buy 2020-06-30
HPM Partners LLC 3,241 0 New Buy 2020-06-30
Jacobsen Capital Management 3,186 0 New Buy 2020-06-30
Pure Financial Advisors, Inc. 3,146 0 New Buy 2020-06-30
CENTAURUS FINANCIAL, INC. 3,134 3,071 2% 2020-06-30
Pensionmark Financial Group, LLC 3,119 0 New Buy 2020-06-30
ROWLAND CARMICHAEL ADVISORS INC /ADV 2,977 3,606 17% 2020-06-30
TRUSTCORE FINANCIAL SERVICES, LLC 2,874 4,160 31% 2020-06-30
Global Retirement Partners, LLC 2,678 2,627 2% 2020-06-30
Sowell Financial Services LLC 2,590 3,245 20% 2020-06-30
Larson Financial Group LLC 2,523 2,868 12% 2020-06-30
PINNACLE FINANCIAL PARTNERS INC 2,411 2,407 0% 2020-06-30
FRANKLIN RESOURCES INC 2,300 0 New Buy 2020-06-30
Rockefeller Capital Management L.P. 2,152 2,193 2% 2020-06-30
Bedel Financial Consulting, Inc. 2,124 2,242 5% 2020-06-30
BDO Wealth Advisors, LLC 1,957 1,957 No Change 2020-06-30
McMahon Financial Advisors, LLC 1,948 0 New Buy 2020-06-30
Sandy Spring Bank 1,942 1,942 No Change 2020-06-30
CABANA LLC 1,832 0 New Buy 2020-06-30
Aptus Capital Advisors, LLC 1,772 1,853 4% 2020-06-30
REILLY FINANCIAL ADVISORS, LLC 1,742 1,828 5% 2020-06-30
TRUEWEALTH LLC 1,733 2,745 37% 2020-06-30
Apollon Wealth Management, LLC 1,721 8,462 80% 2020-06-30
ISLAY CAPITAL MANAGEMENT, LLC 1,713 3,154 46% 2020-06-30
US BANCORP DE 1,689 2,121 20% 2020-06-30
Valeo Financial Advisors, LLC 1,678 1,034 62% 2020-06-30
KINGS POINT CAPITAL MANAGEMENT 1,575 1,573 0% 2020-06-30
CAROLINAS WEALTH CONSULTING LLC 1,392 1,391 0% 2020-06-30
Column Capital Advisors, LLC 1,158 1,158 No Change 2020-06-30
Capital Directions Investment Advisors, LLC 1,118 1,118 No Change 2020-06-30
Costello Asset Management, INC 1,076 0 New Buy 2020-06-30
FARMERS & MERCHANTS INVESTMENTS INC 1,072 0 New Buy 2020-06-30
Selective Wealth Management 938 936 0% 2020-06-30
Capital Analysts, Inc. 904 424 113% 2020-06-30
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 900 900 No Change 2020-06-30
Red Door Wealth Management, LLC 838 850 1% 2020-06-30
CBIZ Investment Advisory Services, LLC 773 822 6% 2020-06-30
HCR Wealth Advisors 759 2,007 62% 2020-06-30
GABLES CAPITAL MANAGEMENT INC. 757 0 New Buy 2020-06-30
HOWE & RUSLING INC 739 739 No Change 2020-06-30
TCI Wealth Advisors, Inc. 693 693 No Change 2020-06-30
BLAIR WILLIAM & CO/IL 687 801 14% 2020-06-30
Independence Advisors, LLC 652 652 No Change 2020-06-30
Berman Capital Advisors, LLC 648 646 0% 2020-06-30
Summit Investment Advisors, Inc. 580 580 No Change 2020-06-30
SIGNATUREFD, LLC 532 231 130% 2020-06-30
SRS Capital Advisors, Inc. 520 0 New Buy 2020-06-30
Pflug Koory, LLC 514 514 No Change 2020-06-30
Blume Capital Management, Inc. 508 508 No Change 2020-06-30
Lenox Wealth Management, Inc. 497 399 25% 2020-06-30
TRUE Private Wealth Advisors 478 478 No Change 2020-06-30
Sugarloaf Wealth Management, LLC 464 464 No Change 2020-06-30
Barrett Asset Management, LLC 451 450 0% 2020-06-30
Lenox Wealth Advisors, Inc. 446 3 14,767% 2020-06-30
Certified Advisory Corp 418 418 No Change 2020-06-30
FIFTH THIRD BANCORP 417 348 20% 2020-06-30
Ancora Advisors, LLC 356 355 0% 2020-06-30
Private Ocean, LLC 353 531 34% 2020-06-30
Disciplined Investments, LLC 344 344 No Change 2020-06-30
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 338 338 No Change 2020-06-30
Global Wealth Management Investment Advisory, Inc. 321 321 No Change 2020-06-30
Kistler-Tiffany Companies, LLC 315 315 No Change 2020-06-30
OPTIMUM INVESTMENT ADVISORS 313 1,448 78% 2020-06-30
LifePlan Financial Group, Inc 306 459 33% 2020-06-30
Financial Advantage, Inc. 304 0 New Buy 2020-06-30
Capital Asset Advisory Services LLC 292 1,005 71% 2020-06-30
Vectors Research Management, LLC 289 0 New Buy 2020-06-30
Spence Asset Management 288 288 No Change 2020-06-30
PIN OAK INVESTMENT ADVISORS INC 275 275 No Change 2020-06-30
Cedar Mountain Advisors, LLC 242 256 5% 2020-06-30
Massey, Quick & Co., LLC 235 425 45% 2020-06-30
Cascade Investment Advisors, Inc. 230 230 No Change 2020-06-30
Ellevest, Inc. 224 121 85% 2020-06-30
Carroll Financial Associates, Inc. 219 219 No Change 2020-06-30
QUANTUM CAPITAL MANAGEMENT 215 215 No Change 2020-06-30
Gleason Group, Inc. 212 0 New Buy 2020-06-30
NWK Group, Inc. 211 211 No Change 2020-06-30
HM PAYSON & CO 210 0 New Buy 2020-06-30
Elm Partners Management LLC 205 0 New Buy 2020-06-30
Truvestments Capital LLC 200 0 New Buy 2020-06-30
Baystate Wealth Management LLC 198 198 No Change 2020-06-30
GLENMEDE TRUST CO NA 194 882 78% 2020-06-30
MCF Advisors LLC 192 16,776 99% 2020-06-30
THOMPSON SIEGEL & WALMSLEY LLC 190 190 No Change 2020-06-30
Covington Capital Management 190 318 40% 2020-06-30
Gradient Investments LLC 181 181 No Change 2020-06-30
Hartland & Co., LLC 175 12,175 99% 2020-06-30
TD Capital Management LLC 169 169 No Change 2020-06-30
HOEY INVESTMENTS, INC 143 0 New Buy 2020-06-30
Gs Investments, Inc. 142 142 No Change 2020-06-30
EVOKE WEALTH, LLC 127 0 New Buy 2020-06-30
CITIGROUP INC 120 371 68% 2020-06-30
LIBERTY WEALTH MANAGEMENT LLC 106 0 New Buy 2020-06-30
McIlrath & Eck, LLC 102 0 New Buy 2020-06-30
Sonora Investment Management, LLC 100 27 270% 2020-06-30
Horrell Capital Management, Inc. 88 88 No Change 2020-06-30
Zions Bancorporation, N.A. 84 0 New Buy 2020-06-30
NORTHERN OAK CAPITAL MANAGEMENT INC 81 81 No Change 2020-06-30
SYM FINANCIAL CORPORATION 77 0 New Buy 2020-06-30
Procyon Private Wealth Partners, LLC 75 0 New Buy 2020-06-30
BELLEVUE ASSET MANAGEMENT, LLC 74 74 No Change 2020-06-30
Capital Advisors, Ltd. LLC 62 62 No Change 2020-06-30
BEESE FULMER INVESTMENT MANAGEMENT, INC. 60 0 New Buy 2020-06-30
FLAGSHIP HARBOR ADVISORS, LLC 56 56 No Change 2020-06-30
Plante Moran Financial Advisors Ltd Partnership 44 235 81% 2020-06-30
AlphaCore Capital LLC 40 58 31% 2020-06-30
Financial Management Professionals, Inc. 38 24 58% 2020-06-30
DELTA ASSET MANAGEMENT LLC/TN 36 1,787 98% 2020-06-30
PRIVATE CAPITAL MANAGEMENT LLC 28 36,094 100% 2020-06-30
MARK SHEPTOFF FINANCIAL PLANNING, LLC 25 25 No Change 2020-06-30
Cypress Capital Management LLC (WY) 25 25 No Change 2020-06-30
OGOREK ANTHONY JOSEPH /NY/ /ADV 23 23 No Change 2020-06-30
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 17 17 No Change 2020-06-30
CX Institutional 17 17 No Change 2020-06-30
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 16 16 No Change 2020-06-30
Lehman & Derafelo Financial Resources LLC 11 11 No Change 2020-06-30
Beacon Capital Management, Inc. 10 10 No Change 2020-06-30
Jacobi Capital Management LLC 10 0 New Buy 2020-06-30
TSFG, LLC 8 8 No Change 2020-06-30
Danda Trouve Investment Management, Inc. 7 234 97% 2020-06-30
Hanson McClain, Inc. 5 603 99% 2020-06-30
ABSOLUTE INVESTMENT MANAGEMENT LLC 3 3 No Change 2020-06-30
Efficient Wealth Management LLC 3 3 No Change 2020-06-30
CFG Asset Management LLC 1 1 No Change 2020-06-30
Renaissance Technologies(Jim Simons) 0 6,300 Sold Out 2020-06-30
TOMPKINS FINANCIAL CORP 0 8 Sold Out 2020-06-30
PARAMETRIC PORTFOLIO ASSOCIATES 0 74,460 Sold Out 2020-06-30
REGIONS FINANCIAL CORP 0 10,830 Sold Out 2020-06-30
J P MORGAN CHASE & CO 0 72 Sold Out 2020-06-30
KEYBANK NATIONAL ASSOCIATION/OH 0 69,306 Sold Out 2020-06-30
AMERICAN CENTURY COMPANIES INC 0 6,508 Sold Out 2020-06-30
BESSEMER GROUP INC 0 907 Sold Out 2020-06-30
OPPENHEIMER ASSET MANAGEMENT INC 0 2,797 Sold Out 2020-06-30
Iwamoto, Kong & Co., Inc. 0 3,999 Sold Out 2020-06-30
IndexIQ Advisors LLC 0 16,837 Sold Out 2020-06-30
B & T Capital Management DBA Alpha Capital Management 0 375,105 Sold Out 2020-06-30
Price Wealth Management, Inc. 0 8,852 Sold Out 2020-06-30
Concannon Wealth Management, LLC 0 40 Sold Out 2020-06-30
Capital Wealth Planning, LLC 0 7,301 Sold Out 2020-06-30
Segment Wealth Management, LLC 0 4,412 Sold Out 2020-06-30
Barnett & Company, Inc. 0 22,129 Sold Out 2020-06-30
CWH Capital Management, Inc. 0 206,199 Sold Out 2020-06-30
Sequoia Financial Advisors, LLC 0 112,048 Sold Out 2020-06-30
Trexquant Investment LP 0 6,677 Sold Out 2020-06-30
Glassman Wealth Services 0 473 Sold Out 2020-06-30
YOUNGS ADVISORY GROUP, INC. 0 10,655 Sold Out 2020-06-30
Peak Financial Management, Inc. 0 4,806 Sold Out 2020-06-30
Cutler Group LP 0 400 Sold Out 2020-06-30
Wealthcare Advisory Partners LLC 0 562 Sold Out 2020-06-30
Abbrea Capital, LLC 0 10,125 Sold Out 2020-06-30
Providence Capital Advisors, LLC 0 37 Sold Out 2020-06-30
SWS Partners 0 8,031 Sold Out 2020-06-30
Versant Capital Management, Inc 0 318 Sold Out 2020-06-30
AdvicePeriod, LLC 0 13,178 Sold Out 2020-06-30
Wakefield Asset Management LLLP 0 14,891 Sold Out 2020-06-30
Valtinson Bruner Financial Planning LLC 0 3,537 Sold Out 2020-06-30
Cedar Brook Financial Partners, LLC 0 4,462 Sold Out 2020-06-30
Pacific Wealth Strategies Group, Inc. 0 15,749 Sold Out 2020-06-30
Genesee Capital Advisors, LLC 0 11,720 Sold Out 2020-06-30
Sontag Advisory, LLC 0 189,156 Sold Out 2020-06-30
Foster Victor Wealth Advisors, LLC 0 28,072 Sold Out 2020-06-30
Salomon & Ludwin, LLC 0 490 Sold Out 2020-06-30
AMERITAS INVESTMENT CORP 0 3,848 Sold Out 2020-06-30
MBE Wealth Management, LLC 0 505 Sold Out 2020-06-30
Vista Wealth Management Group, LLC 0 4,592 Sold Out 2020-06-30
ATTICUS WEALTH MANAGEMENT, LLC 0 527 Sold Out 2020-06-30
Camden Capital, LLC 0 5,178 Sold Out 2020-06-30
Game Plan Financial Advisors, LLC 0 32,170 Sold Out 2020-06-30
EPG Wealth Management LLC 0 50 Sold Out 2020-06-30
Wealth Quarterback LLC 0 279 Sold Out 2020-06-30
Rosenberg Matthew Hamilton 0 640 Sold Out 2020-06-30
EPIQ Capital Group, LLC 0 14,750 Sold Out 2020-06-30
Resources Investment Advisors, Inc. 5,108 5,108 No Change 2020-03-31
Krilogy Financial LLC 67,021 49,256 36% 2020-03-31
Stratford Consulting, LLC 58,263 15 388,320% 2020-03-31
GILL CAPITAL PARTNERS, LLC 43,338 47,064 8% 2020-03-31
MML INVESTORS SERVICES, LLC 25,963 21,443 21% 2020-03-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 24,566 28,505 14% 2020-03-31
Laurel Wealth Advisors, Inc. 22,419 39,093 43% 2020-03-31
Huber Financial Advisors, LLC 18,365 3,628 406% 2020-03-31
GPM Growth Investors, Inc. 16,543 15,870 4% 2020-03-31
Atlantic Trust Group, LLC 14,883 17,241 14% 2020-03-31
Allen Capital Group, LLC 11,283 15,789 29% 2020-03-31
Strategic Wealth Advisors Group,Inc. 11,144 17,836 38% 2020-03-31
INTL FCSTONE INC. 10,368 13,456 23% 2020-03-31
Summit Financial, LLC 9,594 9,496 1% 2020-03-31
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 7,578 7,709 2% 2020-03-31
PNC FINANCIAL SERVICES GROUP INC 42 42 No Change 2020-03-31
UMA Financial Services, Inc. 7,232 10,058 28% 2020-03-31
Curtis Advisory Group, LLC 6,835 5,826 17% 2020-03-31
Manchester Capital Management LLC 6,800 4,800 42% 2020-03-31
DEUTSCHE BANK AG 600 600 No Change 2020-03-31
Steward Partners Investment Advisory, LLC 474 511 7% 2020-03-31
Center for Financial Planning, Inc. 50 29 72% 2020-03-31
Westside Investment Management, Inc. 29 0 New Buy 2020-03-31
Golden State Wealth Management, LLC 24 0 New Buy 2020-03-31
SignalPoint Asset Management, LLC 0 5,447 Sold Out 2020-03-31
Peak Capital Management LLC 0 3,813 Sold Out 2020-03-31
Resource Planning Group 0 7,130 Sold Out 2020-03-31
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