Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
STOCK TICKER:
SCHWAB U.S. LARGE-CA   (ticker: SCHX)
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
Bangor Savings Bank 515,858 483,612 7% 2020-03-31
Kohmann Bosshard Financial Services, LLC 295,424 362,167 18% 2020-03-31
Lenox Wealth Advisors, Inc. 171,437 165,692 3% 2020-03-31
Trinity Legacy Partners LLC 111,736 114,480 2% 2020-03-31
West Oak Capital, LLC 59,630 26,152 128% 2020-03-31
Triangle Securities Wealth Management 43,032 39,853 8% 2020-03-31
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 15,788 14,836 6% 2020-03-31
John W. Brooker & Co., CPAs 12,513 9,486 32% 2020-03-31
Cypress Capital Group 6,498 17,835 64% 2020-03-31
Gateway Advisory, LLC 3,539 3,539 No Change 2020-03-31
LifePlan Financial Group, Inc 1,325 1,323 0% 2020-03-31
Gradient Investments LLC 684 41,233 98% 2020-03-31
Marquette Asset Management Inc. 0 25 Sold Out 2020-03-31
Berson & Corrado Investment Advisors, LLC 0 7,101 Sold Out 2020-03-31
Blackhawk Capital Partners LLC. 0 34,620 Sold Out 2020-03-31
Charles Schwab Investment Advisory, Inc. 44,086,085 42,088,415 5% 2019-12-31
SEI INVESTMENTS CO 17,617,679 18,308,433 4% 2019-12-31
SCHWAB CHARLES INVESTMENT MANAGEMENT INC 10,776,759 9,371,933 15% 2019-12-31
SAGE FINANCIAL GROUP INC 3,918,412 3,942,402 1% 2019-12-31
Creative Planning 2,554,664 2,621,705 3% 2019-12-31
QS Investors, LLC 2,489,820 2,612,616 5% 2019-12-31
UBS Group AG 2,304,755 1,914,063 20% 2019-12-31
HBK Sorce Advisory LLC 2,102,508 2,072,937 1% 2019-12-31
Mariner Wealth Advisors, LLC 2,024,111 1,926,935 5% 2019-12-31
Campbell Wealth Management 1,647,822 1,573,511 5% 2019-12-31
AJ WEALTH STRATEGIES, LLC 1,616,062 1,601,275 1% 2019-12-31
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 1,443,668 2,227,802 35% 2019-12-31
Iwamoto, Kong & Co., Inc. 1,401,904 1,403,063 0% 2019-12-31
FIRST MERCANTILE TRUST CO 1,382,157 1,418,712 3% 2019-12-31
Newman Dignan & Sheerar, Inc. 1,316,600 125,086 953% 2019-12-31
National Mutual Insurance Federation of Agricultural Cooperatives 1,281,000 7,365,000 83% 2019-12-31
Prime Capital Investment Advisors, LLC 1,138,883 226,267 403% 2019-12-31
AYRSHIRE ASSOCIATES INC 1,049,659 1,027,159 2% 2019-12-31
ENVESTNET ASSET MANAGEMENT INC 986,516 818,417 21% 2019-12-31
SVA Plumb Wealth Management, LLC 983,145 963,555 2% 2019-12-31
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 898,847 874,411 3% 2019-12-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 873,252 816,185 7% 2019-12-31
SFMG, LLC 837,325 833,782 0% 2019-12-31
UNITED CAPITAL FINANCIAL ADVISERS,INC. 806,575 816,179 1% 2019-12-31
Financial Management Professionals, Inc. 789,777 821,062 4% 2019-12-31
INVESTMENT SECURITY GROUP INC /CO/ /ADV 775,129 0 New Buy 2019-12-31
Cresset Asset Management, LLC 741,778 449,847 65% 2019-12-31
McAdam, LLC 701,753 652,918 7% 2019-12-31
COOPER/HAIMS ADVISORS, LLC 677,162 598,890 13% 2019-12-31
Northwest Quadrant Wealth Management, LLC 646,020 676,840 5% 2019-12-31
LPL Financial CORP 620,712 562,329 10% 2019-12-31
HighTower Advisors, LLC 600,030 573,007 5% 2019-12-31
Kuntz Lesher Capital LLC 596,335 590,307 1% 2019-12-31
PIERSHALE FINANCIAL GROUP, INC. 571,421 632,983 10% 2019-12-31
Sequoia Financial Advisors, LLC 565,867 520,801 9% 2019-12-31
RED CEDAR INVESTMENT MANAGEMENT, LLC 555,638 471,456 18% 2019-12-31
M&T BANK CORP 548,333 5,600 9,692% 2019-12-31
BB&T CORP 547,621 0 New Buy 2019-12-31
MONETA GROUP INVESTMENT ADVISORS INC 535,946 354,194 51% 2019-12-31
BRONFMAN E.L. ROTHSCHILD, L.P. 532,980 502,942 6% 2019-12-31
JMG Financial Group, Ltd. 527,663 522,850 1% 2019-12-31
FORT PITT CAPITAL GROUP, LLC 514,113 513,097 0% 2019-12-31
Lighthouse Financial Advisors, Inc. 3,518 0 New Buy 2019-12-31
Pacific Edge Advisors, LLC 478,973 514,050 7% 2019-12-31
Pinkerton Retirement Specialists, LLC 474,390 485,957 2% 2019-12-31
BRINKER CAPITAL INC 465,477 477,126 2% 2019-12-31
PLANNING ALTERNATIVES LTD /ADV 445,248 413,711 8% 2019-12-31
Matrix Trust Co 445,099 440,343 1% 2019-12-31
Towercrest Capital Management 433,870 425,501 2% 2019-12-31
Alliance Wealth Management Group 433,869 425,501 2% 2019-12-31
FINANCIAL CONSULATE, INC 427,617 290,129 47% 2019-12-31
WEALTHSOURCE PARTNERS, LLC 420,847 121,909 245% 2019-12-31
Courage Miller Partners, LLC 408,170 405,622 1% 2019-12-31
BSC PRIVATE WEALTH MANAGEMENT, LLC 407,134 265,297 53% 2019-12-31
CANTOR FITZGERALD INVESTMENT ADVISER L.P. 403,506 407,211 1% 2019-12-31
Advanced Asset Management Advisors Inc 401,700 401,700 No Change 2019-12-31
Almanack Investment Partners, LLC. 371,364 297,644 25% 2019-12-31
JOHNSON INVESTMENT COUNSEL INC 338,441 337,872 0% 2019-12-31
ACCESS FINANCIAL SERVICES, INC. 334,063 339,747 2% 2019-12-31
Parsec Financial Management, Inc. 331,451 275,883 20% 2019-12-31
Apex Investment Services, Inc. 328,256 328,089 0% 2019-12-31
Tradewinds Capital Management, LLC 321,043 120,947 165% 2019-12-31
MORGAN STANLEY 319,953 449,978 29% 2019-12-31
AMERIPRISE FINANCIAL INC 319,622 309,159 3% 2019-12-31
APPLETON PARTNERS INC/MA 318,303 298,012 7% 2019-12-31
BlueSky Wealth Advisors, LLC 312,866 312,606 0% 2019-12-31
Filbrandt Wealth Management, LLC 312,400 0 New Buy 2019-12-31
Bristlecone Advisors, LLC 311,706 375,158 17% 2019-12-31
Burleson & Company, LLC 298,712 307,442 3% 2019-12-31
Apollon Wealth Management, LLC 292,659 288,523 1% 2019-12-31
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 290,847 279,910 4% 2019-12-31
VALLEY NATIONAL ADVISERS INC 288,895 278,558 4% 2019-12-31
Buffington Mohr McNeal 285,011 280,442 2% 2019-12-31
MONEYWISE, INC. 280,020 0 New Buy 2019-12-31
MERCER GLOBAL ADVISORS INC /ADV 278,737 319,010 13% 2019-12-31
Adams Chetwood Wealth Management LLC 275,547 0 New Buy 2019-12-31
DeGreen Capital Management LLC 271,970 274,529 1% 2019-12-31
Jaffetilchin Investment Partners, LLC 266,976 266,618 0% 2019-12-31
Relaxing Retirement Coach 262,976 271,218 3% 2019-12-31
Pinnacle Advisory Group, Inc. 255,358 246,998 3% 2019-12-31
Meridian Wealth Partners, LLC 250,999 0 New Buy 2019-12-31
55I, LLC 81,908 0 New Buy 2019-12-31
LEAVELL INVESTMENT MANAGEMENT, INC. 246,337 249,955 1% 2019-12-31
UNITRIN INC 238,368 238,368 No Change 2019-12-31
VALICENTI ADVISORY SERVICES INC 236,140 245,359 4% 2019-12-31
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 235,123 239,633 2% 2019-12-31
CABOT MONEY MANAGEMENT INC 232,607 233,234 0% 2019-12-31
Pennsylvania Trust Co 232,114 4,000 5,703% 2019-12-31
AMI INVESTMENT MANAGEMENT INC 223,362 216,728 3% 2019-12-31
MARSHALL FINANCIAL GROUP INC /ADV 215,795 214,924 0% 2019-12-31
Advisory Alpha, LLC 212,568 178,025 19% 2019-12-31
WELLS FARGO & CO/MN 203,848 239,407 15% 2019-12-31
D.B. Root & Company, LLC 203,481 203,671 0% 2019-12-31
ROYAL BANK OF CANADA 202,251 0 New Buy 2019-12-31
COMMONWEALTH EQUITY SERVICES, LLC. 201,724 207,397 3% 2019-12-31
MCF Advisors LLC 194,772 214,647 9% 2019-12-31
S.E.E.D. Planning Group LLC 190,969 0 New Buy 2019-12-31
CAPITAL ONE, NATIONAL ASSOCIATION 189,888 0 New Buy 2019-12-31
CWH Capital Management, Inc. 185,183 180,339 3% 2019-12-31
Sensible Financial Planning & Management, LLC. 183,513 186,333 2% 2019-12-31
CCG WEALTH MANAGEMENT, LLC 183,044 200,327 9% 2019-12-31
St. Johns Investment Management Company, LLC 181,283 178,065 2% 2019-12-31
Allen Capital Group, LLC 180,622 197,623 9% 2019-12-31
RIVERSEDGE ADVISORS, LLC 180,555 0 New Buy 2019-12-31
Visionary Wealth Advisors 169,596 0 New Buy 2019-12-31
Kavar Capital Partners, LLC 168,818 154,777 9% 2019-12-31
COLDSTREAM CAPITAL MANAGEMENT INC 165,148 218,804 25% 2019-12-31
Asset Dedication, LLC 162,044 163,216 1% 2019-12-31
BANK OF AMERICA CORP /DE/ 161,386 151,907 6% 2019-12-31
YCMNET ADVISORS INC 158,310 100,361 58% 2019-12-31
Dynamic Advisors Solutions LLC 156,227 148,946 5% 2019-12-31
Black Diamond Financial, LLC 154,199 146,803 5% 2019-12-31
Columbus Macro, LLC 153,930 180,964 15% 2019-12-31
Lee Financial CORP 153,420 136,463 12% 2019-12-31
TrueNorth, Inc. 151,116 148,674 2% 2019-12-31
MANCHESTER FINANCIAL INC 151,002 164,876 8% 2019-12-31
Ironwood Wealth Management, LLC. 150,026 266,723 44% 2019-12-31
Vista Private Wealth Partners. LLC 147,729 152,610 3% 2019-12-31
Sharkey, Howes & Javer 147,418 410,260 64% 2019-12-31
Empirical Financial Services, LLC 145,787 153,205 5% 2019-12-31
Red Door Wealth Management, LLC 142,921 0 New Buy 2019-12-31
Newport Wealth Strategies, Inc. 141,400 113,250 25% 2019-12-31
APPLETON GROUP WEALTH MANAGEMENT LLC 141,292 149,302 5% 2019-12-31
COLONY GROUP LLC 140,706 142,269 1% 2019-12-31
PBWM Holdings, LLC 137,724 137,740 0% 2019-12-31
MAI Wealth Advisors 136,017 119,847 13% 2019-12-31
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 133,700 122,228 9% 2019-12-31
Ascension Capital Advisors, Inc. 131,408 0 New Buy 2019-12-31
AdvisorNet Financial, Inc 130,253 84,031 55% 2019-12-31
IFP Advisors, Inc 125,262 94,130 33% 2019-12-31
Provident Wealth Management, LLC 123,520 0 New Buy 2019-12-31
PACIFIC CAPITAL WEALTH ADVISORS, INC 119,810 0 New Buy 2019-12-31
B & T Capital Management DBA Alpha Capital Management 117,297 121,843 4% 2019-12-31
BALLAST ADVISORS LLC 112,658 0 New Buy 2019-12-31
Massey, Quick & Co., LLC 111,607 0 New Buy 2019-12-31
FIRST NATIONAL CORP /MA/ /ADV 111,184 110,583 1% 2019-12-31
Kalos Management, Inc. 109,880 105,931 4% 2019-12-31
Raymond James Financial Services Advisors, Inc. 109,148 83,487 31% 2019-12-31
NORTH STAR ASSET MANAGEMENT INC 109,098 98,048 11% 2019-12-31
Exchange Capital Management, Inc. 108,577 119,128 9% 2019-12-31
Phocas Financial CORP 106,615 106,748 0% 2019-12-31
Omega Financial Group, LLC 104,309 101,383 3% 2019-12-31
SALEM INVESTMENT COUNSELORS INC 103,244 102,201 1% 2019-12-31
First Allied Advisory Services, Inc. 101,844 140,559 28% 2019-12-31
QCI ASSET MANAGEMENT INC/NY 99,965 96,183 4% 2019-12-31
NORTHWEST INVESTMENT COUNSELORS, LLC 97,984 98,166 0% 2019-12-31
MinichMacGregor Wealth Management, LLC 97,074 91,813 6% 2019-12-31
BerganKDV Wealth Management, LLC 96,517 94,057 3% 2019-12-31
CFG Asset Management LLC 94,868 93,453 2% 2019-12-31
ARBOR TRUST WEALTH ADVISORS, LLC 93,141 0 New Buy 2019-12-31
HENGEHOLD CAPITAL MANAGEMENT LLC 92,172 101,180 9% 2019-12-31
Financial Advocates Investment Management 91,708 86,743 6% 2019-12-31
Your Advocates Ltd., LLP 91,645 0 New Buy 2019-12-31
Frontier Wealth Management LLC 91,543 53,009 73% 2019-12-31
Strategic Investment Advisors, Inc 90,832 98,748 8% 2019-12-31
BCS Wealth Management 89,892 0 New Buy 2019-12-31
MA GREENWOOD & ASSOCIATES INC 89,234 87,783 2% 2019-12-31
Burt Wealth Advisors 88,063 81,586 8% 2019-12-31
Private Advisor Group, LLC 87,188 83,834 4% 2019-12-31
US BANCORP DE 86,777 88,343 2% 2019-12-31
Orgel Wealth Management, LLC 84,671 93,501 9% 2019-12-31
ProVise Management Group, LLC 84,195 86,687 3% 2019-12-31
Brio Consultants, LLC 83,537 84,417 1% 2019-12-31
LOWE BROCKENBROUGH & CO INC 82,585 79,295 4% 2019-12-31
ALESCO ADVISORS LLC 82,017 89,057 8% 2019-12-31
Bowling Portfolio Management LLC 82,011 66,818 23% 2019-12-31
MYCIO WEALTH PARTNERS, LLC 81,386 72,476 12% 2019-12-31
Patriot Investment Management Inc. 80,630 79,930 1% 2019-12-31
FormulaFolio Investments, LLC 80,261 86,008 7% 2019-12-31
SENTINEL PENSION ADVISORS INC 79,759 0 New Buy 2019-12-31
Leisure Capital Management 79,358 77,711 2% 2019-12-31
FDx Advisors, Inc. 79,007 104,590 24% 2019-12-31
WAGNER CAPITAL MANAGEMENT CORP 78,858 75,999 4% 2019-12-31
VERITY Wealth Advisors 78,665 74,487 6% 2019-12-31
CONDOR CAPITAL MANAGEMENT 76,416 76,521 0% 2019-12-31
Alpha Omega Wealth Management LLC 75,583 74,868 1% 2019-12-31
Strategic Family Wealth Counselors, L.L.C. 73,443 72,828 1% 2019-12-31
Schneider Downs Wealth Management Advisors, LP 73,390 69,157 6% 2019-12-31
InterOcean Capital, LLC 68,554 60,865 13% 2019-12-31
Heritage Way Advisors, LLC 67,549 70,389 4% 2019-12-31
Belpointe Asset Management LLC 66,553 0 New Buy 2019-12-31
Charles Schwab Trust Co 66,863 55,796 20% 2019-12-31
Financial Advisory Service, Inc. 66,337 61,045 9% 2019-12-31
BIDWELL C M & ASSOCIATES LTD/ 65,377 32,065 104% 2019-12-31
ASPIRIANT, LLC 64,755 61,773 5% 2019-12-31
Next Capital Management LLC 63,504 170,608 63% 2019-12-31
Richard Bernstein Advisors LLC 63,478 63,478 No Change 2019-12-31
COLTON GROOME FINANCIAL ADVISORS, LLC 63,404 62,699 1% 2019-12-31
MANAGED ACCOUNT SERVICES INC 61,552 61,471 0% 2019-12-31
UNIONBANCAL CORP 60,535 56,006 8% 2019-12-31
PagnatoKarp Partners LLC 60,028 59,702 1% 2019-12-31
Hurlow Wealth Management Group, Inc. 59,940 64,060 6% 2019-12-31
Wakefield Asset Management LLLP 59,672 59,328 1% 2019-12-31
Prestige Wealth Management Group LLC 58,136 58,729 1% 2019-12-31
GW HENSSLER & ASSOCIATES LTD 56,873 61,414 7% 2019-12-31
Gradient Capital Advisors, LLC 56,736 61,074 7% 2019-12-31
SAWGRASS ASSET MANAGEMENT LLC 56,107 53,699 4% 2019-12-31
MITCHELL CAPITAL MANAGEMENT CO 55,993 53,385 5% 2019-12-31
Bigelow Investment Advisors, LLC 55,422 52,808 5% 2019-12-31
PRIVATE CAPITAL MANAGEMENT LLC 55,300 55,300 No Change 2019-12-31
Nicollet Investment Management, Inc. 55,286 57,385 4% 2019-12-31
Lionsbridge Wealth Management LLC 54,874 0 New Buy 2019-12-31
Edge Capital Group, LLC 54,031 60,115 10% 2019-12-31
Aptus Capital Advisors, LLC 54,026 56,996 5% 2019-12-31
Wealthcare Advisory Partners LLC 53,886 55,822 3% 2019-12-31
Vishria Bird Financial Group, LLC 53,691 34,819 54% 2019-12-31
Ironwood Wealth Management, llc 53,250 55,427 4% 2019-12-31
Kingsview Wealth Management, LLC 52,468 0 New Buy 2019-12-31
Cypress Wealth Services, LLC 52,387 113,777 54% 2019-12-31
Fortis Capital Management LLC 52,089 0 New Buy 2019-12-31
Arcus Capital Partners, LLC 52,048 52,980 2% 2019-12-31
CALTON & ASSOCIATES, INC. 51,689 31,009 67% 2019-12-31
FMR LLC 1 51,046 100% 2019-12-31
Circle Wealth Management, LLC 50,290 50,145 0% 2019-12-31
Van Cleef Asset Management,Inc 49,011 40,776 20% 2019-12-31
STIFEL FINANCIAL CORP 2,510 2,510 No Change 2019-12-31
FORTE CAPITAL LLC /ADV 48,502 50,678 4% 2019-12-31
SHEETS SMITH & ASSOCIATES INC 48,334 47,338 2% 2019-12-31
PUTNAM FL INVESTMENT MANAGEMENT CO 48,105 51,876 7% 2019-12-31
Milestone Group, Inc. 47,551 50,178 5% 2019-12-31
Sound View Wealth Advisors Group, LLC 47,313 36,536 29% 2019-12-31
Element Wealth, LLC 47,292 0 New Buy 2019-12-31
MISSION WEALTH MANAGEMENT, LLC 46,079 47,446 3% 2019-12-31
Peak Financial Management, Inc. 45,754 46,073 1% 2019-12-31
Tortoise Investment Management, LLC 45,579 47,060 3% 2019-12-31
JBJ Investment Partners, LLC 45,152 45,152 No Change 2019-12-31
CVA Family Office, LLC 44,628 0 New Buy 2019-12-31
Carroll Financial Associates, Inc. 44,104 41,572 6% 2019-12-31
KLINGENSTEIN FIELDS & CO LLC 43,655 42,865 2% 2019-12-31
MADDEN SECURITIES Corp 43,361 0 New Buy 2019-12-31
Carlson Capital Management 43,170 44,131 2% 2019-12-31
Carolina Wealth Advisors, LLC 42,781 0 New Buy 2019-12-31
Summit Financial, LLC 0 5,313 Sold Out 2019-12-31
TRUSTCORE FINANCIAL SERVICES, LLC 41,499 44,601 7% 2019-12-31
Wealth CMT 41,018 0 New Buy 2019-12-31
BAILARD, INC. 41,013 44,313 7% 2019-12-31
Bank of New York Mellon CORP 40,448 40,660 1% 2019-12-31
Landmark Financial Advisors, LLC 39,340 43,623 10% 2019-12-31
Lido Advisors, LLC 39,123 39,456 1% 2019-12-31
Stordahl Capital Management, Inc. 38,928 38,865 0% 2019-12-31
Sigma Planning Corp 38,884 35,181 11% 2019-12-31
Foster Victor Wealth Advisors, LLC 38,813 26,399 47% 2019-12-31
LeJeune Puetz Investment Counsel LLC 38,633 38,769 0% 2019-12-31
H D Vest Advisory Services 38,419 0 New Buy 2019-12-31
Financial Advisors, LLC 38,298 30,058 27% 2019-12-31
FINANCIAL ADVISORY CORP /UT/ /ADV 38,159 0 New Buy 2019-12-31
ETRADE Capital Management LLC 37,736 38,056 1% 2019-12-31
Mengis Capital Management, Inc. 37,527 37,630 0% 2019-12-31
Legacy Wealth Management, Inc 37,526 38,899 4% 2019-12-31
SJA Financial Advisory, LLC 36,964 38,199 3% 2019-12-31
Gainplan LLC 36,868 56,449 35% 2019-12-31
Advisor Group, Inc. 36,589 32,670 12% 2019-12-31
National Asset Management, Inc. 36,183 35,250 3% 2019-12-31
GRIMES & COMPANY, INC. 36,179 0 New Buy 2019-12-31
Stockman Asset Management 36,146 34,518 5% 2019-12-31
Blue Creek Investment Partners, LLC 35,785 37,201 4% 2019-12-31
HOLLENCREST SECURITIES LLC 35,619 37,599 5% 2019-12-31
Madden Advisory Services, Inc. 35,438 36,049 2% 2019-12-31
Baldrige Asset Management LLC 34,967 36,976 5% 2019-12-31
VIRIDIAN RIA, LLC 34,914 34,475 1% 2019-12-31
Miracle Mile Advisors, LLC 34,557 35,232 2% 2019-12-31
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 34,469 39,350 12% 2019-12-31
SHINE INVESTMENT ADVISORY SERVICES INC 32,927 31,951 3% 2019-12-31
Elmwood Wealth Management, Inc. 32,794 32,773 0% 2019-12-31
Eagle Capital Management, LLC 32,019 32,699 2% 2019-12-31
Brand Asset Management Group, Inc. 31,832 33,782 6% 2019-12-31
Aspen Investment Management Inc 31,588 35,353 11% 2019-12-31
SIGMA INVESTMENT COUNSELORS INC 31,521 31,236 1% 2019-12-31
SNS Financial Group, LLC 31,160 35,982 13% 2019-12-31
Garde Capital, Inc. 30,964 33,431 7% 2019-12-31
Radnor Financial Advisors, LLC 30,749 0 New Buy 2019-12-31
Susquehanna International Group, LLP 30,669 31,058 1% 2019-12-31
Elgethun Capital Management 29,385 28,814 2% 2019-12-31
BANK OF MONTREAL /CAN/ 29,333 31,387 7% 2019-12-31
ATRIA INVESTMENTS LLC 29,298 24,477 20% 2019-12-31
PARAMETRIC PORTFOLIO ASSOCIATES 29,212 34,757 16% 2019-12-31
FIRST HAWAIIAN BANK 29,195 8,060 262% 2019-12-31
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 28,895 28,434 2% 2019-12-31
Vanguard Capital Wealth Advisors 28,838 28,414 1% 2019-12-31
BCJ Capital Management, LLC 28,817 41,349 30% 2019-12-31
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 28,756 0 New Buy 2019-12-31
RAYMOND JAMES & ASSOCIATES 28,752 26,082 10% 2019-12-31
American Money Management, LLC 28,520 28,575 0% 2019-12-31
Santori & Peters, Inc. 28,505 27,075 5% 2019-12-31
LINCOLN CAPITAL CORP 28,360 27,967 1% 2019-12-31
ANDERSON FISHER LLC 27,242 25,443 7% 2019-12-31
JFS WEALTH ADVISORS, LLC 27,147 25,780 5% 2019-12-31
Financeware, Inc. 27,134 27,134 No Change 2019-12-31
Western Wealth Management, LLC 26,828 27,219 1% 2019-12-31
UMA Financial Services, Inc. 26,117 26,103 0% 2019-12-31
TOTAL INVESTMENT MANAGEMENT INC 25,936 767,030 97% 2019-12-31
Capital Wealth Planning, LLC 25,674 23,982 7% 2019-12-31
Front Row Advisors LLC 25,472 25,672 1% 2019-12-31
SeaCrest Wealth Management, LLC 25,362 25,470 0% 2019-12-31
Windsor Group LTD 24,973 0 New Buy 2019-12-31
361 CAPITAL LLC 24,814 18,887 31% 2019-12-31
Beacon Pointe Wealth Advisors, LLC 24,298 25,528 5% 2019-12-31
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 24,227 24,805 2% 2019-12-31
DUNCKER STREETT & CO INC 23,929 24,421 2% 2019-12-31
Vivaldi Capital Management, LLC 23,375 22,061 6% 2019-12-31
Financial Network 22,785 19,358 18% 2019-12-31
OXFORD FINANCIAL GROUP LTD 22,097 21,823 1% 2019-12-31
AdvicePeriod, LLC 22,008 22,618 3% 2019-12-31
DROMS STRAUSS ADVISORS INC /MO/ /ADV 21,903 21,655 1% 2019-12-31
Pinnacle Family Advisors, LLC 21,845 21,782 0% 2019-12-31
Summit Place Financial Advisors, LLC 21,617 0 New Buy 2019-12-31
Roundview Capital LLC 21,478 20,162 7% 2019-12-31
Asset Management Group, Inc. 21,415 21,185 1% 2019-12-31
ARGENT CAPITAL MANAGEMENT LLC 21,412 0 New Buy 2019-12-31
Game Plan Financial Advisors, LLC 21,131 0 New Buy 2019-12-31
Beacon Pointe Advisors, LLC 21,094 17,672 19% 2019-12-31
Abbrea Capital, LLC 21,090 21,395 1% 2019-12-31
Starfire Investment Advisers, Inc. 21,065 21,911 4% 2019-12-31
Legend Financial Advisors, Inc. 20,944 21,439 2% 2019-12-31
McKinley Carter Wealth Services, Inc. 20,691 18,976 9% 2019-12-31
Koshinski Asset Management, Inc. 20,669 12,881 60% 2019-12-31
RMB Capital Management, LLC 20,080 23,345 14% 2019-12-31
Carmichael Hill & Associates, Inc. 20,050 18,310 10% 2019-12-31
Curbstone Financial Management Corp 19,980 19,800 1% 2019-12-31
Column Capital Advisors, LLC 19,928 0 New Buy 2019-12-31
Parallel Advisors, LLC 19,903 20,941 5% 2019-12-31
PFG Advisors 19,684 19,812 1% 2019-12-31
EP Wealth Advisors, Inc. 19,510 20,804 6% 2019-12-31
Financial Advisory Group 19,177 18,771 2% 2019-12-31
Peak Asset Management, LLC 19,097 19,097 No Change 2019-12-31
Moisand Fitzgerald Tamayo, LLC 18,797 19,062 1% 2019-12-31
Capital Advantage, Inc. 18,445 19,786 7% 2019-12-31
FINANCIAL COUNSELORS INC 18,228 18,228 No Change 2019-12-31
PHILLIPS FINANCIAL MANAGEMENT, LLC 18,186 15,386 18% 2019-12-31
Taylor, Cottrill, Erickson & Associates, Inc. 18,122 17,991 1% 2019-12-31
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 17,979 16,958 6% 2019-12-31
BERKSHIRE ASSET MANAGEMENT INC/PA 17,904 17,799 1% 2019-12-31
Northwest Capital Management Inc 17,781 23,605 25% 2019-12-31
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 17,747 19,550 9% 2019-12-31
CLEAR INVESTMENT RESEARCH, LLC 17,746 16,540 7% 2019-12-31
GOLDMAN SACHS GROUP INC 17,734 27,151 35% 2019-12-31
SPRENG CAPITAL MANAGEMENT, INC. 17,686 0 New Buy 2019-12-31
Advisory Services Network, LLC 17,201 12,005 43% 2019-12-31
Successful Portfolios LLC 16,852 14,482 16% 2019-12-31
Garrison Financial Corp 16,846 16,876 0% 2019-12-31
Integrated Advisors Network LLC 16,719 0 New Buy 2019-12-31
Abacus Planning Group, Inc. 16,377 19,191 15% 2019-12-31
Global Strategic Investment Solutions, LLC 15,031 0 New Buy 2019-12-31
Laidlaw Wealth Management LLC 15,908 0 New Buy 2019-12-31
People's United Financial, Inc. 15,665 14,196 10% 2019-12-31
Carnegie Capital Asset Management, LLC 15,607 2,989 422% 2019-12-31
Feltz Wealth PLAN Inc. 15,498 16,808 8% 2019-12-31
OPPENHEIMER & CO INC 15,484 15,467 0% 2019-12-31
Tatro Capital, LLC 15,373 0 New Buy 2019-12-31
Stony Point Wealth Management Inc. 15,285 18,917 19% 2019-12-31
Perigon Wealth Management, LLC 15,230 13,753 11% 2019-12-31
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 15,224 16,031 5% 2019-12-31
AE Wealth Management LLC 15,175 12,333 23% 2019-12-31
American Investment Services, Inc. 15,053 15,138 1% 2019-12-31
Retirement Planning Group 14,887 14,946 0% 2019-12-31
Change Path, LLC 14,836 14,238 4% 2019-12-31
Slow Capital, Inc. 14,749 14,254 3% 2019-12-31
Livingston Group Asset Management CO (operating as Southport Capital Management) 14,744 0 New Buy 2019-12-31
Bouchey Financial Group Ltd 14,708 14,743 0% 2019-12-31
Aurum Wealth Management Group, LLC 14,694 0 New Buy 2019-12-31
Stratos Wealth Partners, LTD. 14,595 84 17,275% 2019-12-31
Alley Co LLC 14,499 14,433 0% 2019-12-31
Tanglewood Wealth Management, Inc. 14,445 14,672 2% 2019-12-31
BRIGHTON JONES LLC 14,397 13,799 4% 2019-12-31
ASSET PLANNING SERVICES INC /LA/ /ADV 14,270 14,665 3% 2019-12-31
Ifrah Financial Services, Inc. 14,261 14,423 1% 2019-12-31
Meridian Wealth Management, LLC 14,214 15,022 5% 2019-12-31
NORTHERN TRUST CORP 13,834 9,834 41% 2019-12-31
IEQ CAPITAL, LLC 13,833 0 New Buy 2019-12-31
Twele Capital Management, Inc. 13,740 13,326 3% 2019-12-31
DAVIDSON TRUST CO 13,095 0 New Buy 2019-12-31
NOMURA ASSET MANAGEMENT CO LTD 12,838 12,838 No Change 2019-12-31
Joseph P. Lucia & Associates, LLC 12,685 12,432 2% 2019-12-31
Ausdal Financial Partners, Inc. 12,675 12,511 1% 2019-12-31
PINNACLE ASSOCIATES LTD 12,609 12,977 3% 2019-12-31
Calamos Advisors LLC 12,510 12,604 1% 2019-12-31
Sandy Spring Bank 12,500 12,455 0% 2019-12-31
Laurel Wealth Advisors LLC 12,389 12,378 0% 2019-12-31
TIEDEMANN WEALTH MANAGEMENT, LLC 12,291 23,133 47% 2019-12-31
CYPRESS CAPITAL MANAGEMENT LLC 12,287 12,277 0% 2019-12-31
V Wealth Management,LLC 12,268 12,268 No Change 2019-12-31
Cedar Brook Financial Partners, LLC 12,150 18,585 35% 2019-12-31
Summit Financial Strategies, Inc. 11,974 7,961 50% 2019-12-31
Laurel Wealth Advisors, Inc. 11,781 15,161 22% 2019-12-31
LBMC INVESTMENT ADVISORS, LLC 11,721 11,721 No Change 2019-12-31
Vista Wealth Management Group, LLC 11,658 0 New Buy 2019-12-31
Valeo Financial Advisors, LLC 11,408 10,580 8% 2019-12-31
Buckingham Asset Management, LLC 11,330 10,262 10% 2019-12-31
Strategic Financial Group, LLC 11,188 11,188 No Change 2019-12-31
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 11,133 10,881 2% 2019-12-31
Multi-Financial Securities Corp 10,900 7,076 54% 2019-12-31
FineMark National Bank & Trust 10,862 0 New Buy 2019-12-31
Carnick & Kubik Group, LLC 10,808 12,070 10% 2019-12-31
Summit Asset Management, LLC 10,743 10,743 No Change 2019-12-31
Fusion Capital, LLC 10,630 0 New Buy 2019-12-31
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 10,567 10,359 2% 2019-12-31
SigFig Wealth Management, LLC 10,505 10,765 2% 2019-12-31
KCM INVESTMENT ADVISORS LLC 10,423 8,550 22% 2019-12-31
WHITTIER TRUST CO OF NEVADA INC 10,420 10,420 No Change 2019-12-31
Jacobsen Capital Management 10,307 17,327 41% 2019-12-31
Atlantic Trust Group, LLC 10,201 10,160 0% 2019-12-31
Paracle Advisors, LLC 10,172 8,045 26% 2019-12-31
PAPP L ROY & ASSOCIATES 9,874 9,941 1% 2019-12-31
Versant Capital Management, Inc 9,804 9,777 0% 2019-12-31
Reitz Capital Advisors LLC 9,787 9,872 1% 2019-12-31
HOLDERNESS INVESTMENTS CO 9,743 9,837 1% 2019-12-31
Peachtree Investment Partners, LLC 9,707 2,984 225% 2019-12-31
PALLADIUM PARTNERS LLC 9,659 0 New Buy 2019-12-31
PETTYJOHN CO 9,519 9,519 No Change 2019-12-31
MML INVESTORS SERVICES, LLC 9,517 6,490 47% 2019-12-31
BFSG, LLC 9,468 9,387 1% 2019-12-31
Clark Capital Management Group, Inc. 9,245 9,132 1% 2019-12-31
BLAIR WILLIAM & CO/IL 8,839 1,958 351% 2019-12-31
BLUE SQUARE ASSET MANAGEMENT, LLC 8,827 0 New Buy 2019-12-31
GenWealth Group, Inc. 8,768 5,245 67% 2019-12-31
Harborview Advisors, LLC 8,724 8,904 2% 2019-12-31
Renaissance Technologies(Jim Simons) 8,700 0 New Buy 2019-12-31
OARSMAN CAPITAL, INC. 8,620 8,620 No Change 2019-12-31
HT Partners LLC 8,274 8,274 No Change 2019-12-31
Wealthquest Corp 8,181 10,044 19% 2019-12-31
FRONTIER INVESTMENT MGMT CO 8,145 6,796 20% 2019-12-31
BTR CAPITAL MANAGEMENT INC 8,130 0 New Buy 2019-12-31
Barrett Asset Management, LLC 8,130 8,130 No Change 2019-12-31
NAPLES GLOBAL ADVISORS, LLC 8,123 5,286 54% 2019-12-31
Baker Ellis Asset Management LLC 8,000 8,000 No Change 2019-12-31
NOVARE CAPITAL MANAGEMENT LLC 7,991 0 New Buy 2019-12-31
Evensky & Katz, Inc. 7,941 40,284 80% 2019-12-31
Highland Private Wealth Management 7,880 8,100 3% 2019-12-31
HHM Wealth Advisors, LLC 7,853 7,321 7% 2019-12-31
Mirador Capital Partners LP 7,821 7,507 4% 2019-12-31
CARRET ASSET MANAGEMENT 7,664 7,729 1% 2019-12-31
Somerset Group LLC 7,613 10,311 26% 2019-12-31
Aull & Monroe Investment Management Corp 7,591 6,091 25% 2019-12-31
GODSEY & GIBB ASSOCIATES 7,524 9,972 25% 2019-12-31
Personal Capital Advisors Corp 7,522 6,976 8% 2019-12-31
Janney Montgomery Scott LLC 7,479 6,877 9% 2019-12-31
Lakeview Capital Partners, LLC 7,421 7,157 4% 2019-12-31
TRUEWEALTH LLC 7,400 7,895 6% 2019-12-31
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 7,294 7,267 0% 2019-12-31
HUNTINGTON ASSET ADVISORS, INC. 7,206 6,664 8% 2019-12-31
Colorado Capital Management, Inc. 7,176 7,423 3% 2019-12-31
MidWestOne Financial Group, Inc. 4,481 24,424 82% 2019-12-31
SMITH, MOORE & CO. 7,087 7,087 No Change 2019-12-31
J. L. Bainbridge & Co., Inc. 7,061 3,503 102% 2019-12-31
BROWN ADVISORY HOLDINGS INC 7,053 7,122 1% 2019-12-31
Private Portfolio Partners LLC 7,008 7,874 11% 2019-12-31
SevenBridge Financial Group, LLC 6,986 6,917 1% 2019-12-31
MILLENNIUM MANAGEMENT LLC 6,951 17,768 61% 2019-12-31
Independent Advisor Alliance 6,737 6,483 4% 2019-12-31
Evanson Asset Management, LLC 6,864 7,135 4% 2019-12-31
CFO4Life Group, LLC 6,834 7,244 6% 2019-12-31
Red Cedar Capital, LLC 6,821 6,748 1% 2019-12-31
Wade Financial Advisory, Inc 6,787 0 New Buy 2019-12-31
Emery Howard Portfolio Management, Inc. 6,573 6,503 1% 2019-12-31
ZACKS INVESTMENT MANAGEMENT 6,497 0 New Buy 2019-12-31
WEDGEWOOD INVESTORS INC /PA/ 6,416 6,416 No Change 2019-12-31
Berkshire Money Management, Inc. 6,347 6,037 5% 2019-12-31
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 6,331 6,331 No Change 2019-12-31
Financial Architects, Inc 6,317 6,336 0% 2019-12-31
Armbruster Capital Management, Inc. 6,115 6,140 0% 2019-12-31
BOYS ARNOLD & CO INC 5,969 5,969 No Change 2019-12-31
GHP Investment Advisors, Inc. 5,819 6,077 4% 2019-12-31
NWAM LLC 5,778 6,769 15% 2019-12-31
HARTLINE INVESTMENT CORP/ 5,732 5,731 0% 2019-12-31
American Financial Advisors, LLC 5,699 5,559 3% 2019-12-31
Maryland Capital Management, LLC 5,656 0 New Buy 2019-12-31
Bedel Financial Consulting, Inc. 5,653 5,653 No Change 2019-12-31
TCI Wealth Advisors, Inc. 5,651 5,649 0% 2019-12-31
Premier Asset Managment LLC 5,550 12,165 54% 2019-12-31
Donald L. Hagan, LLC 5,516 0 New Buy 2019-12-31
Homrich & Berg 5,512 3,310 67% 2019-12-31
Resource Management, LLC 5,498 0 New Buy 2019-12-31
Single Point Partners, LLC 5,423 0 New Buy 2019-12-31
Heartwood Wealth Advisors LLC 5,268 0 New Buy 2019-12-31
BADGLEY PHELPS & BELL INC 5,260 5,292 1% 2019-12-31
CAPROCK Group, Inc. 5,230 5,230 No Change 2019-12-31
WEIK INVESTMENT SERVICES INC 5,210 8,375 38% 2019-12-31
BRIDGER CAPITAL MANAGEMENT, LLC 5,187 5,158 1% 2019-12-31
JONES FINANCIAL COMPANIES LLLP 5,142 5,142 No Change 2019-12-31
MEANS INVESTMENT CO., INC. 5,000 5,000 No Change 2019-12-31
Foresight Wealth Management, LLC 4,960 4,835 3% 2019-12-31
Mayfair Advisory Group, LLC 4,905 0 New Buy 2019-12-31
One Capital Management, LLC 4,873 5,173 6% 2019-12-31
STEWART & PATTEN CO LLC 4,758 4,650 2% 2019-12-31
FIERA SCEPTRE INC. 4,692 4,692 No Change 2019-12-31
Rock Point Advisors, LLC 4,644 4,714 1% 2019-12-31
FAGAN ASSOCIATES, INC. 4,601 4,507 2% 2019-12-31
Pegasus Asset Management, Inc. 4,594 4,406 4% 2019-12-31
Penobscot Investment Management Company, Inc. 4,570 4,105 11% 2019-12-31
LINCOLN NATIONAL CORP 4,556 4,873 7% 2019-12-31
Steel Peak Wealth Management LLC 4,546 0 New Buy 2019-12-31
Private Ocean, LLC 4,540 4,498 1% 2019-12-31
Sullivan, Bruyette, Speros & Blaney, Inc. 4,508 4,501 0% 2019-12-31
PRINCIPAL FINANCIAL GROUP INC 4,490 4,449 1% 2019-12-31
Resource Planning Group 4,482 4,585 2% 2019-12-31
Pinnacle Wealth Planning Services, Inc. 4,461 4,655 4% 2019-12-31
Beaumont Financial Partners, LLC 4,405 0 New Buy 2019-12-31
Stillwater Capital Advisors, LLC 4,371 4,371 No Change 2019-12-31
Chicago Partners Investment Group LLC 4,366 3,125 40% 2019-12-31
MONTAG A & ASSOCIATES INC 4,365 4,365 No Change 2019-12-31
BSW Wealth Partners 4,365 4,548 4% 2019-12-31
Lesa Sroufe & Co 4,339 3,722 17% 2019-12-31
Equitable Holdings, Inc. 4,298 0 New Buy 2019-12-31
Old Port Advisors 4,263 4,262 0% 2019-12-31
PARSONS CAPITAL MANAGEMENT INC/RI 4,230 4,655 9% 2019-12-31
HoyleCohen, LLC 4,219 4,234 0% 2019-12-31
BALASA DINVERNO & FOLTZ LLC 4,217 0 New Buy 2019-12-31
OLD MISSION CAPITAL LLC 4,189 68,215 94% 2019-12-31
Southeast Asset Advisors Inc. 4,125 3,810 8% 2019-12-31
River Wealth Advisors LLC 4,118 3,989 3% 2019-12-31
MISSION CREEK CAPITAL PARTNERS, INC 4,102 0 New Buy 2019-12-31
Indie Asset Partners, LLC 4,093 0 New Buy 2019-12-31
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 4,035 0 New Buy 2019-12-31
ROWLAND CARMICHAEL ADVISORS INC /ADV 4,004 0 New Buy 2019-12-31
Trexquant Investment LP 3,990 0 New Buy 2019-12-31
SIGNATUREFD, LLC 3,965 3,294 20% 2019-12-31
Sowell Financial Services LLC 3,962 4,062 2% 2019-12-31
WATERS PARKERSON & CO INC 3,800 0 New Buy 2019-12-31
Quadrant Capital Management, LLC 3,790 3,780 0% 2019-12-31
Hochman Cole Investment Advisors, Inc. 3,777 4,956 24% 2019-12-31
KEN ROBERTS INVESTMENT MANAGEMENT INC 3,772 3,845 2% 2019-12-31
Modus Advisors, LLC 3,731 0 New Buy 2019-12-31
McMahon Financial Advisors, LLC 3,718 3,029 23% 2019-12-31
Fort Sheridan Advisors LLC 3,700 0 New Buy 2019-12-31
Clarity Wealth Advisors, LLC 3,700 0 New Buy 2019-12-31
Armor Investment Advisors, LLC 3,670 3,670 No Change 2019-12-31
Arlington Financial Advisors, LLC 3,667 0 New Buy 2019-12-31
Pathway Financial Advisors LLC 3,662 0 New Buy 2019-12-31
QUADRANT CAPITAL GROUP LLC 3,638 0 New Buy 2019-12-31
Independence Advisors, LLC 3,588 3,785 5% 2019-12-31
FOSTER & MOTLEY INC 3,574 3,761 5% 2019-12-31
Hartland & Co., LLC 3,548 3,548 No Change 2019-12-31
Barnett & Company, Inc. 3,542 9,325 62% 2019-12-31
INTREPID CAPITAL MANAGEMENT INC 3,531 0 New Buy 2019-12-31
Loveless Wealth Management LLC 3,481 0 New Buy 2019-12-31
GILL CAPITAL PARTNERS, LLC 3,473 0 New Buy 2019-12-31
LifeSteps Financial, Inc. 3,472 0 New Buy 2019-12-31
Pensionmark Financial Group, LLC 3,373 3,354 1% 2019-12-31
Fisher Asset Management, LLC(Kenneth L. Fisher) 3,324 0 New Buy 2019-12-31
THRIVENT FINANCIAL FOR LUTHERANS 3,323 6,291 47% 2019-12-31
TWO SIGMA SECURITIES, LLC 3,322 0 New Buy 2019-12-31
Cornerstone Wealth Management, LLC 3,251 3,248 0% 2019-12-31
Yale Capital CORP 3,245 3,245 No Change 2019-12-31
MARIETTA INVESTMENT PARTNERS LLC 3,208 2,945 9% 2019-12-31
Larson Financial Group LLC 3,142 3,491 10% 2019-12-31
Blue Chip Wealth Management, Inc. 3,139 0 New Buy 2019-12-31
Partnervest Advisory Services LLC 3,067 3,064 0% 2019-12-31
Goodman Financial CORP 3,040 0 New Buy 2019-12-31
Firestone Capital Management 3,000 0 New Buy 2019-12-31
Kovack Advisors, Inc. 2,998 2,998 No Change 2019-12-31
CITIGROUP INC 2,993 1,595 88% 2019-12-31
GOFEN & GLOSSBERG LLC /IL/ 2,976 3,236 8% 2019-12-31
Waldron, LP 2,954 2,954 No Change 2019-12-31
Mutual Advisors, LLC 2,952 0 New Buy 2019-12-31
Nicholas Hoffman & Company, LLC. 2,940 2,926 0% 2019-12-31
HM Capital Management, LLC 2,936 2,936 No Change 2019-12-31
AlphaStar Capital Management, LLC 2,913 3,314 12% 2019-12-31
Schwab Charitable Fund 2,874 2,843 1% 2019-12-31
Maple Capital Management, Inc. 2,871 0 New Buy 2019-12-31
Gs Investments, Inc. 2,847 6,717 58% 2019-12-31
Northeast Financial Consultants Inc 2,800 0 New Buy 2019-12-31
Telos Capital Management, Inc. 2,790 0 New Buy 2019-12-31
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 2,788 2,951 6% 2019-12-31
Litman Gregory Asset Management LLC 2,774 0 New Buy 2019-12-31
Camelot Portfolios, LLC 2,730 0 New Buy 2019-12-31
IHT Wealth Management, LLC 2,723 0 New Buy 2019-12-31
FIFTH THIRD BANCORP 2,703 594 355% 2019-12-31
Lucia Wealth Services, LLC 2,682 0 New Buy 2019-12-31
Strategic Wealth Partners Group LLC 2,660 0 New Buy 2019-12-31
Capital Directions Investment Advisors, LLC 2,640 2,640 No Change 2019-12-31
Nachman Norwood & Parrott, Inc 2,618 0 New Buy 2019-12-31
Evergreen Advisors, LLC 2,606 0 New Buy 2019-12-31
AlphaCore Capital LLC 2,574 0 New Buy 2019-12-31
BELLEVUE ASSET MANAGEMENT, LLC 2,523 0 New Buy 2019-12-31
Cutler Group LP 200 100 100% 2019-12-31
FinTrust Capital Advisors, LLC 2,485 2,468 1% 2019-12-31
ATTICUS WEALTH MANAGEMENT, LLC 2,343 0 New Buy 2019-12-31
Global Retirement Partners, LLC 2,269 2,070 10% 2019-12-31
PIN OAK INVESTMENT ADVISORS INC 2,225 2,225 No Change 2019-12-31
Pflug Koory, LLC 2,020 1,920 5% 2019-12-31
MOTCO 1,970 1,970 No Change 2019-12-31
Patriot Financial Group Insurance Agency, LLC 1,765 1,606 10% 2019-12-31
SYNOVUS FINANCIAL CORP 1,684 1,554 8% 2019-12-31
CBIZ Investment Advisory Services, LLC 1,469 0 New Buy 2019-12-31
Sugarloaf Wealth Management, LLC 1,468 0 New Buy 2019-12-31
Parkside Financial Bank & Trust 1,426 1,426 No Change 2019-12-31
REILLY FINANCIAL ADVISORS, LLC 1,425 1,639 13% 2019-12-31
Permanens Capital L.P. 1,420 1,720 17% 2019-12-31
Vigilant Capital Management, LLC 1,345 1,345 No Change 2019-12-31
Sonora Investment Management, LLC 1,327 20 6,535% 2019-12-31
Glassman Wealth Services 1,205 1,205 No Change 2019-12-31
HCR Wealth Advisors 1,162 0 New Buy 2019-12-31
Chevy Chase Trust Holdings, Inc. 118 0 New Buy 2019-12-31
GLENMEDE TRUST CO NA 1,100 1,300 15% 2019-12-31
CWM, LLC 1,097 4,298 74% 2019-12-31
AMERITAS INVESTMENT CORP 979 0 New Buy 2019-12-31
Steward Partners Investment Advisory, LLC 964 960 0% 2019-12-31
Stearns Financial Services Group 953 953 No Change 2019-12-31
NWK Group, Inc. 946 0 New Buy 2019-12-31
Sterling Investment Advisors, Ltd. 832 832 No Change 2019-12-31
Capital Investment Advisory Services, LLC 782 782 No Change 2019-12-31
ENTERPRISE FINANCIAL SERVICES CORP 685 685 No Change 2019-12-31
QUANTUM CAPITAL MANAGEMENT 581 581 No Change 2019-12-31
Coastal Investment Advisors, Inc. 18 5,977 100% 2019-12-31
Rockefeller Capital Management L.P. 557 557 No Change 2019-12-31
OGOREK ANTHONY JOSEPH /NY/ /ADV 541 22,937 98% 2019-12-31
Certified Advisory Corp 531 756 30% 2019-12-31
PITTENGER & ANDERSON INC 521 0 New Buy 2019-12-31
Procyon Private Wealth Partners, LLC 515 0 New Buy 2019-12-31
SMITHFIELD TRUST CO 506 506 No Change 2019-12-31
Elm Partners Management LLC 484 484 No Change 2019-12-31
HOEY INVESTMENTS, INC 484 0 New Buy 2019-12-31
HOWE & RUSLING INC 472 359 31% 2019-12-31
Investors Research Corp 467 467 No Change 2019-12-31
Baystate Wealth Management LLC 461 461 No Change 2019-12-31
BENJAMIN F. EDWARDS & COMPANY, INC. 461 461 No Change 2019-12-31
Hudock Moyer Wealth Resources, LLC 460 570 19% 2019-12-31
J P MORGAN CHASE & CO 459 459 No Change 2019-12-31
Spectrum Management Group, Inc. 450 0 New Buy 2019-12-31
BDO Wealth Advisors, LLC 423 498 15% 2019-12-31
Legacy Bridge, LLC 420 420 No Change 2019-12-31
Johnson Financial Group, Inc. 398 503 21% 2019-12-31
Center for Financial Planning, Inc. 368 0 New Buy 2019-12-31
Coastal Capital Group, Inc. 352 1,252 72% 2019-12-31
BALDWIN BROTHERS INC/MA 349 349 No Change 2019-12-31
Princeton Global Asset Management LLC 348 347 0% 2019-12-31
ABSOLUTE INVESTMENT MANAGEMENT LLC 341 231 48% 2019-12-31
Selective Wealth Management 328 326 1% 2019-12-31
HUNTINGTON NATIONAL BANK 321 0 New Buy 2019-12-31
Plante Moran Financial Advisors Ltd Partnership 268 0 New Buy 2019-12-31
HighMark Wealth Management LLC 265 0 New Buy 2019-12-31
NEXT Financial Group, Inc 256 0 New Buy 2019-12-31
Capital Asset Advisory Services LLC 232 0 New Buy 2019-12-31
Edge Wealth Management LLC 200 200 No Change 2019-12-31
CITIZENS FINANCIAL GROUP INC/RI 200 149 34% 2019-12-31
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 151 0 New Buy 2019-12-31
Capital Bank & Trust Co 150 150 No Change 2019-12-31
Jackson Hole Capital Partners, LLC 150 150 No Change 2019-12-31
Capital Advisors, Ltd. LLC 136 0 New Buy 2019-12-31
Knuff & Co LLC 127 127 No Change 2019-12-31
Silicon Hills Wealth Management, LLC 114 0 New Buy 2019-12-31
Orion Portfolio Solutions, LLC 102 0 New Buy 2019-12-31
Horrell Capital Management, Inc. 101 101 No Change 2019-12-31
FLAGSHIP HARBOR ADVISORS, LLC 100 100 No Change 2019-12-31
Lehman & Derafelo Financial Resources LLC 98 98 No Change 2019-12-31
1 NORTH WEALTH SERVICES LLC 70 70 No Change 2019-12-31
Stonebridge Capital Advisors LLC 65 65 No Change 2019-12-31
Global Wealth Management Investment Advisory, Inc. 40 0 New Buy 2019-12-31
Tarbox Group, Inc. 39 38 3% 2019-12-31
McIlrath & Eck, LLC 37 3 1,133% 2019-12-31
PROEQUITIES, INC. 37 140 74% 2019-12-31
WHITTIER TRUST CO 25 71 65% 2019-12-31
Cypress Capital Management LLC (WY) 25 0 New Buy 2019-12-31
TSFG, LLC 17 0 New Buy 2019-12-31
EPG Wealth Management LLC 12 0 New Buy 2019-12-31
Hanson McClain, Inc. 11 11 No Change 2019-12-31
HARVEST GROUP WEALTH MANAGEMENT, LLC 5 3 67% 2019-12-31
FIRST AMERICAN TRUST CO 0 8,950 Sold Out 2019-12-31
MEEDER ASSET MANAGEMENT INC 0 23 Sold Out 2019-12-31
WEDBUSH MORGAN SECURITIES INC 0 3,529 Sold Out 2019-12-31
DOWLING & YAHNKE INC 0 5,138 Sold Out 2019-12-31
Weil Company, Inc. 0 486 Sold Out 2019-12-31
BBVA USA BANCSHARES INC 0 10,016 Sold Out 2019-12-31
DEUTSCHE BANK AG 0 6,522 Sold Out 2019-12-31
HM PAYSON & CO 0 500 Sold Out 2019-12-31
Pathstone Family Office, LLC 0 75 Sold Out 2019-12-31
Financial Advantage, Inc. 0 122 Sold Out 2019-12-31
Amerivest Investment Management LLC 0 494 Sold Out 2019-12-31
USCA RIA LLC 0 209 Sold Out 2019-12-31
United Asset Strategies, Inc. 0 18,105 Sold Out 2019-12-31
Shoker Investment Counsel, Inc. 0 2,957 Sold Out 2019-12-31
PARK AVENUE SECURITIES LLC 0 3,239 Sold Out 2019-12-31
Willow Creek Wealth Management Inc. 0 3,722 Sold Out 2019-12-31
NorthRock Partners, LLC 0 2,843 Sold Out 2019-12-31
Bishop & Co Investment Management, LLC 0 5,859 Sold Out 2019-12-31
Brightworth 0 4,680 Sold Out 2019-12-31
Venturi Wealth Management, LLC 0 123 Sold Out 2019-12-31
Marietta Wealth Management, LLC 0 5,175 Sold Out 2019-12-31
Ackerman Capital Advisors, LLC 0 9,345 Sold Out 2019-12-31
Independence Bank of Kentucky 0 21 Sold Out 2019-12-31
Secrest Blakey & Associates, LLC 0 6,698 Sold Out 2019-12-31
Strategic Wealth Partners, Ltd. 0 1,868 Sold Out 2019-12-31
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 0 23,725 Sold Out 2019-12-31
Wealthfront Advisers LLC 0 6,921 Sold Out 2019-12-31
ERn Financial, LLC 0 2,945 Sold Out 2019-12-31
MOSELEY INVESTMENT MANAGEMENT INC 0 4,753 Sold Out 2019-12-31
GeoWealth Management, LLC 0 14,238 Sold Out 2019-12-31
*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*