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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
Charles Schwab Investment Advisory, Inc. 162,888 0 New Buy 2020-06-30
SEI INVESTMENTS CO 18,260,643 18,756,597 3% 2020-06-30
SCHWAB CHARLES INVESTMENT MANAGEMENT INC 8,596 0 New Buy 2020-06-30
UBS Group AG 9,846 242 3,969% 2020-06-30
SAGE FINANCIAL GROUP INC 3,717,795 3,685,467 1% 2020-06-30
Creative Planning 3,586,173 3,468,345 3% 2020-06-30
HBK Sorce Advisory LLC 2,624,150 2,129,733 23% 2020-06-30
Mariner Wealth Advisors, LLC 1,955,210 1,996,680 2% 2020-06-30
Campbell Wealth Management 1,838,023 1,698,837 8% 2020-06-30
QS Investors, LLC 1,796,417 0 New Buy 2020-06-30
Prime Capital Investment Advisors, LLC 1,647,255 1,480,240 11% 2020-06-30
AJ WEALTH STRATEGIES, LLC 1,527,568 0 New Buy 2020-06-30
National Mutual Insurance Federation of Agricultural Cooperatives 1,516,000 1,516,000 No Change 2020-06-30
Laidlaw Wealth Management LLC 1,368,050 0 New Buy 2020-06-30
BlueSky Wealth Advisors, LLC 1,228,841 911,027 35% 2020-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,226,613 1,202,640 2% 2020-06-30
AYRSHIRE ASSOCIATES INC 1,085,801 1,073,771 1% 2020-06-30
SVA Plumb Wealth Management, LLC 1,054,269 1,011,625 4% 2020-06-30
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 1,034,560 1,401,439 26% 2020-06-30
FIRST MERCANTILE TRUST CO 965,126 990,670 3% 2020-06-30
ENVESTNET ASSET MANAGEMENT INC 897,217 1,005,856 11% 2020-06-30
UNITED CAPITAL FINANCIAL ADVISERS,INC. 862,925 0 New Buy 2020-06-30
MONETA GROUP INVESTMENT ADVISORS INC 826,194 684,718 21% 2020-06-30
INVESTMENT SECURITY GROUP INC /CO/ /ADV 825,857 832,834 1% 2020-06-30
WEALTHSOURCE PARTNERS, LLC 811,805 688,764 18% 2020-06-30
Financial Management Professionals, Inc. 807,852 732,261 10% 2020-06-30
McAdam, LLC 776,661 747,162 4% 2020-06-30
JMG Financial Group, Ltd. 769,794 762,066 1% 2020-06-30
Pacific Edge Advisors, LLC 723,080 744,664 3% 2020-06-30
Northwest Quadrant Wealth Management, LLC 715,647 697,318 3% 2020-06-30
LPL Financial CORP 704,202 674,164 4% 2020-06-30
Kuntz Lesher Capital LLC 629,958 623,113 1% 2020-06-30
Iwamoto, Kong & Co., Inc. 598,648 652,674 8% 2020-06-30
Foster Victor Wealth Advisors, LLC 579,976 0 New Buy 2020-06-30
AMERIPRISE FINANCIAL INC 572,767 0 New Buy 2020-06-30
BRONFMAN E.L. ROTHSCHILD, L.P. 552,979 632,585 13% 2020-06-30
Pinkerton Retirement Specialists, LLC 547,386 0 New Buy 2020-06-30
Cresset Asset Management, LLC 526,598 0 New Buy 2020-06-30
Lighthouse Financial Advisors, Inc. 524,838 538,493 3% 2020-06-30
BB&T CORP 519,488 0 New Buy 2020-06-30
Adams Wealth Management 513,566 443,687 16% 2020-06-30
Bangor Savings Bank 502,888 515,858 3% 2020-06-30
PLANNING ALTERNATIVES LTD /ADV 499,778 481,752 4% 2020-06-30
PIERSHALE FINANCIAL GROUP, INC. 498,285 0 New Buy 2020-06-30
Parsec Financial Management, Inc. 487,590 482,515 1% 2020-06-30
HighTower Advisors, LLC 471,337 396,049 19% 2020-06-30
RED CEDAR INVESTMENT MANAGEMENT, LLC 464,178 449,017 3% 2020-06-30
Towercrest Capital Management 442,845 403,258 10% 2020-06-30
Alliance Wealth Management Group 442,845 0 New Buy 2020-06-30
Matrix Trust Co 414,320 439,650 6% 2020-06-30
Courage Miller Partners, LLC 410,164 417,006 2% 2020-06-30
Ancora Advisors, LLC 389,868 395,653 1% 2020-06-30
Beacon Pointe Advisors, LLC 381,952 134,030 185% 2020-06-30
RIVERSEDGE ADVISORS, LLC 380,082 237,427 60% 2020-06-30
Frontier Wealth Management LLC 378,314 212,520 78% 2020-06-30
BANK OF AMERICA CORP /DE/ 376,969 0 New Buy 2020-06-30
Filbrandt Wealth Management, LLC 365,671 368,451 1% 2020-06-30
Kohmann Bosshard Financial Services, LLC 352,668 295,424 19% 2020-06-30
BRINKER CAPITAL INC 352,420 378,838 7% 2020-06-30
COOPER/HAIMS ADVISORS, LLC 335,851 438,804 23% 2020-06-30
JOHNSON INVESTMENT COUNSEL INC 321,510 317,867 1% 2020-06-30
Buffington Mohr McNeal 315,539 291,520 8% 2020-06-30
Budros, Ruhlin & Roe, Inc. 314,141 260,343 21% 2020-06-30
Orgel Wealth Management, LLC 307,036 98,994 210% 2020-06-30
MONEYWISE, INC. 296,350 277,671 7% 2020-06-30
TrueNorth, Inc. 291,915 0 New Buy 2020-06-30
COLONY GROUP LLC 291,656 278,709 5% 2020-06-30
VALLEY NATIONAL ADVISERS INC 290,161 322,271 10% 2020-06-30
MORGAN STANLEY 289,560 0 New Buy 2020-06-30
Advanced Asset Management Advisors Inc 281,700 401,700 30% 2020-06-30
WELLS FARGO & CO/MN 270,288 210,042 29% 2020-06-30
Adams Chetwood Wealth Management LLC 262,359 261,819 0% 2020-06-30
APPLETON PARTNERS INC/MA 260,162 257,251 1% 2020-06-30
Pinnacle Advisory Group, Inc. 258,173 0 New Buy 2020-06-30
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 255,359 267,260 4% 2020-06-30
Meridian Wealth Partners, LLC 248,499 0 New Buy 2020-06-30
St. Johns Investment Management Company, LLC 246,458 239,166 3% 2020-06-30
Bristlecone Advisors, LLC 246,296 257,226 4% 2020-06-30
LEAVELL INVESTMENT MANAGEMENT, INC. 240,343 244,294 2% 2020-06-30
UNITRIN INC 238,368 238,368 No Change 2020-06-30
CANTOR FITZGERALD INVESTMENT ADVISER L.P. 238,264 241,875 1% 2020-06-30
MARSHALL FINANCIAL GROUP INC /ADV 228,665 227,015 1% 2020-06-30
VALICENTI ADVISORY SERVICES INC 228,590 228,597 0% 2020-06-30
Almanack Investment Partners, LLC. 227,486 419,622 46% 2020-06-30
Gratus Capital LLC 223,299 4,010 5,469% 2020-06-30
CABOT MONEY MANAGEMENT INC 221,089 248,732 11% 2020-06-30
ACCESS FINANCIAL SERVICES, INC. 214,677 214,705 0% 2020-06-30
ROYAL BANK OF CANADA 213,589 0 New Buy 2020-06-30
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 211,982 214,967 1% 2020-06-30
MERCER GLOBAL ADVISORS INC /ADV 201,209 258,586 22% 2020-06-30
D.B. Root & Company, LLC 200,444 205,747 3% 2020-06-30
BSC PRIVATE WEALTH MANAGEMENT, LLC 196,434 317,643 38% 2020-06-30
Asset Dedication, LLC 192,472 157,224 22% 2020-06-30
FINANCIAL CONSULATE, INC 184,534 198,854 7% 2020-06-30
CAPTRUST FINANCIAL ADVISORS 178,581 183,984 3% 2020-06-30
Lenox Wealth Advisors, Inc. 176,884 171,437 3% 2020-06-30
Grant Street Asset Management, Inc. 172,543 0 New Buy 2020-06-30
Charles Schwab Trust Co 171,569 100,669 70% 2020-06-30
Dynamic Advisors Solutions LLC 171,111 194,135 12% 2020-06-30
Kavar Capital Partners, LLC 168,642 170,821 1% 2020-06-30
MA GREENWOOD & ASSOCIATES INC 168,048 157,833 6% 2020-06-30
R. W. Roge & Company, Inc. 164,813 169,952 3% 2020-06-30
NORTH STAR ASSET MANAGEMENT INC 163,851 153,859 6% 2020-06-30
Newman Dignan & Sheerar, Inc. 160,891 155,277 4% 2020-06-30
APPLETON GROUP WEALTH MANAGEMENT LLC 158,616 75,657 110% 2020-06-30
PBWM Holdings, LLC 155,781 155,471 0% 2020-06-30
Black Diamond Financial, LLC 154,174 165,828 7% 2020-06-30
Relaxing Retirement Coach 152,586 178,117 14% 2020-06-30
COLDSTREAM CAPITAL MANAGEMENT INC 149,848 155,656 4% 2020-06-30
Trinity Legacy Partners LLC 148,913 111,736 33% 2020-06-30
55I, LLC 146,913 33,145 343% 2020-06-30
Red Door Wealth Management, LLC 146,562 153,687 5% 2020-06-30
BALLAST ADVISORS LLC 145,681 113,495 28% 2020-06-30
CAPITAL ONE FINANCIAL CORP 144,276 161,401 11% 2020-06-30
QCI ASSET MANAGEMENT INC/NY 143,555 114,219 26% 2020-06-30
Sensible Financial Planning & Management, LLC. 143,245 175,156 18% 2020-06-30
STIFEL FINANCIAL CORP 2,510 0 New Buy 2020-06-30
Empirical Financial Services, LLC 140,226 142,677 2% 2020-06-30
CFG Asset Management LLC 136,623 124,573 10% 2020-06-30
Schneider Downs Wealth Management Advisors, LP 129,637 109,095 19% 2020-06-30
BCS Wealth Management 129,195 121,196 7% 2020-06-30
COMMONWEALTH EQUITY SERVICES, LLC. 127,814 123,273 4% 2020-06-30
Ascension Capital Advisors, Inc. 127,486 0 New Buy 2020-06-30
Vista Private Wealth Partners. LLC 126,195 129,748 3% 2020-06-30
Provident Wealth Management, LLC 124,244 121,936 2% 2020-06-30
PACIFIC CAPITAL WEALTH ADVISORS, INC 122,878 122,942 0% 2020-06-30
AMI INVESTMENT MANAGEMENT INC 120,648 0 New Buy 2020-06-30
Bowling Portfolio Management LLC 119,600 95,512 25% 2020-06-30
Sharkey, Howes & Javer 119,351 143,892 17% 2020-06-30
SHEETS SMITH & ASSOCIATES INC 119,203 114,422 4% 2020-06-30
B & T Capital Management DBA Alpha Capital Management 115,617 115,102 0% 2020-06-30
MANCHESTER FINANCIAL INC 113,385 115,385 2% 2020-06-30
Private Advisor Group, LLC 109,879 112,958 3% 2020-06-30
SENTINEL PENSION ADVISORS INC 107,860 109,193 1% 2020-06-30
Patriot Investment Management Inc. 106,785 102,599 4% 2020-06-30
Lee Financial CORP 106,764 115,377 7% 2020-06-30
MAI Wealth Advisors 105,382 118,646 11% 2020-06-30
Aurum Wealth Management Group, LLC 105,035 81,916 28% 2020-06-30
SALEM INVESTMENT COUNSELORS INC 103,938 0 New Buy 2020-06-30
Jackson Wealth Management, LLC 103,857 0 New Buy 2020-06-30
Burt Wealth Advisors 103,770 91,721 13% 2020-06-30
Burleson & Company, LLC 103,134 107,548 4% 2020-06-30
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 101,881 114,187 11% 2020-06-30
Baker Avenue Asset Management, LP 101,176 19,367 422% 2020-06-30
Columbus Macro, LLC 99,492 162,924 39% 2020-06-30
BerganKDV Wealth Management, LLC 98,539 106,238 7% 2020-06-30
FIRST NATIONAL CORP /MA/ /ADV 96,171 87,447 10% 2020-06-30
Phocas Financial CORP 96,072 0 New Buy 2020-06-30
ARBOR TRUST WEALTH ADVISORS, LLC 95,237 93,487 2% 2020-06-30
MCF Advisors LLC 93,913 73,790 27% 2020-06-30
SFMG, LLC 93,735 101,164 7% 2020-06-30
Exchange Capital Management, Inc. 93,679 97,609 4% 2020-06-30
LOWE BROCKENBROUGH & CO INC 92,717 84,622 10% 2020-06-30
NORTHWEST INVESTMENT COUNSELORS, LLC 91,987 95,266 3% 2020-06-30
IFP Advisors, Inc 87,336 102,398 15% 2020-06-30
Susquehanna International Group, LLP 85,653 13,500 534% 2020-06-30
HENGEHOLD CAPITAL MANAGEMENT LLC 84,775 74,591 14% 2020-06-30
SUNRISE PARTNERS LLC /CT 83,797 0 New Buy 2020-06-30
Ironwood Wealth Management, LLC. 83,221 0 New Buy 2020-06-30
YCMNET ADVISORS INC 79,293 97,279 18% 2020-06-30
LAKE STREET ADVISORS GROUP, LLC 78,636 61,051 29% 2020-06-30
Leisure Capital Management 78,282 78,267 0% 2020-06-30
MANAGED ACCOUNT SERVICES INC 77,695 76,085 2% 2020-06-30
CVA Family Office, LLC 76,638 56,374 36% 2020-06-30
Financial Advisory Service, Inc. 76,332 70,891 8% 2020-06-30
Tower Research Capital LLC 75,510 0 New Buy 2020-06-30
Omega Financial Group, LLC 75,244 77,952 3% 2020-06-30
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 75,161 0 New Buy 2020-06-30
Brio Consultants, LLC 73,073 83,142 12% 2020-06-30
CONDOR CAPITAL MANAGEMENT 71,860 74,060 3% 2020-06-30
WAGNER CAPITAL MANAGEMENT CORP 71,527 63,331 13% 2020-06-30
US BANCORP DE 68,904 68,617 0% 2020-06-30
Belpointe Asset Management LLC 68,427 0 New Buy 2020-06-30
Heritage Way Advisors, LLC 68,175 67,810 1% 2020-06-30
Sound View Wealth Advisors Group, LLC 67,343 54,083 25% 2020-06-30
SAWGRASS ASSET MANAGEMENT LLC 64,964 64,964 No Change 2020-06-30
Gradient Capital Advisors, LLC 64,886 76,356 15% 2020-06-30
ALESCO ADVISORS LLC 64,624 69,890 8% 2020-06-30
First Allied Advisory Services, Inc. 64,443 109,322 41% 2020-06-30
Strategic Family Wealth Counselors, L.L.C. 64,298 65,053 1% 2020-06-30
Fortis Capital Management LLC 64,261 68,341 6% 2020-06-30
S.E.E.D. Planning Group LLC 63,359 67,110 6% 2020-06-30
Bigelow Investment Advisors, LLC 63,267 64,214 1% 2020-06-30
DeGreen Capital Management LLC 62,574 63,376 1% 2020-06-30
Aptus Capital Advisors, LLC 61,943 53,799 15% 2020-06-30
AdvisorNet Financial, Inc 61,535 62,989 2% 2020-06-30
Brand Asset Management Group, Inc. 61,347 61,014 1% 2020-06-30
Perigon Wealth Management, LLC 61,103 59,103 3% 2020-06-30
Tortoise Investment Management, LLC 60,910 56,680 7% 2020-06-30
FDx Advisors, Inc. 60,651 0 New Buy 2020-06-30
Prestige Wealth Management Group LLC 60,216 56,089 7% 2020-06-30
Nicollet Investment Management, Inc. 59,282 59,255 0% 2020-06-30
Financial Advocates Investment Management 59,187 57,553 3% 2020-06-30
CALTON & ASSOCIATES, INC. 59,179 59,893 1% 2020-06-30
ProVise Management Group, LLC 59,170 58,903 0% 2020-06-30
COLTON GROOME FINANCIAL ADVISORS, LLC 59,132 28,015 111% 2020-06-30
BIDWELL C M & ASSOCIATES LTD/ 58,462 0 New Buy 2020-06-30
West Oak Capital, LLC 58,165 59,630 2% 2020-06-30
Carroll Financial Associates, Inc. 56,627 45,404 25% 2020-06-30
Newport Wealth Strategies, Inc. 55,175 102,863 46% 2020-06-30
Next Capital Management LLC 54,413 63,504 14% 2020-06-30
UNIONBANCAL CORP 54,402 59,559 9% 2020-06-30
MITCHELL CAPITAL MANAGEMENT CO 53,651 53,845 0% 2020-06-30
Legacy Private Trust Co. 53,460 4,950 980% 2020-06-30
Triangle Securities Wealth Management 53,034 43,032 23% 2020-06-30
DROMS STRAUSS ADVISORS INC /MO/ /ADV 52,163 31,852 64% 2020-06-30
Bartlett & Co. LLC 51,918 51,946 0% 2020-06-30
Stockman Asset Management 51,133 45,464 12% 2020-06-30
Circle Wealth Management, LLC 50,419 50,364 0% 2020-06-30
TRUSTCORE FINANCIAL SERVICES, LLC 50,349 51,523 2% 2020-06-30
KLINGENSTEIN FIELDS & CO LLC 50,186 58,460 14% 2020-06-30
ASPIRIANT, LLC 49,326 62,039 20% 2020-06-30
FMR LLC 7 0 New Buy 2020-06-30
Madden Advisory Services, Inc. 48,673 127,477 62% 2020-06-30
Financial Advisors, LLC 48,636 46,703 4% 2020-06-30
LITTLE HOUSE CAPITAL LLC 48,636 0 New Buy 2020-06-30
Southern Wealth Management, LLP 48,183 5,836 726% 2020-06-30
MISSION WEALTH MANAGEMENT, LLC 48,117 42,869 12% 2020-06-30
Edge Capital Group, LLC 47,818 49,084 3% 2020-06-30
FORTE CAPITAL LLC /ADV 47,272 48,075 2% 2020-06-30
Lido Advisors, LLC 46,432 46,132 1% 2020-06-30
Element Wealth, LLC 46,135 47,207 2% 2020-06-30
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 45,284 41,778 8% 2020-06-30
Carolina Wealth Advisors, LLC 44,033 43,355 2% 2020-06-30
MADDEN SECURITIES Corp 44,005 0 New Buy 2020-06-30
Opus Capital Group, LLC 42,845 0 New Buy 2020-06-30
H D Vest Advisory Services 42,647 4,429 863% 2020-06-30
Peak Financial Management, Inc. 42,093 46,691 10% 2020-06-30
Santori & Peters, Inc. 40,560 35,021 16% 2020-06-30
Arcus Capital Partners, LLC 40,386 45,496 11% 2020-06-30
Mengis Capital Management, Inc. 40,035 39,630 1% 2020-06-30
Advisory Alpha, LLC 39,999 47,673 16% 2020-06-30
PUTNAM FL INVESTMENT MANAGEMENT CO 39,566 40,108 1% 2020-06-30
Raymond James Financial Services Advisors, Inc. 39,431 0 New Buy 2020-06-30
Van Cleef Asset Management,Inc 38,807 0 New Buy 2020-06-30
GW HENSSLER & ASSOCIATES LTD 38,518 53,261 28% 2020-06-30
InterOcean Capital, LLC 38,264 40,390 5% 2020-06-30
Vivaldi Capital Management, LLC 38,032 28,969 31% 2020-06-30
Milestone Group, Inc. 38,029 43,400 12% 2020-06-30
Carlson Capital Management 37,957 40,162 5% 2020-06-30
Eagle Capital Management, LLC 37,713 24,638 53% 2020-06-30
Baldrige Asset Management LLC 37,348 34,784 7% 2020-06-30
BAILARD, INC. 37,279 38,967 4% 2020-06-30
OHE FINANCIAL INC 36,855 0 New Buy 2020-06-30
Garde Capital, Inc. 36,747 36,094 2% 2020-06-30
Maxim Capital Management LLC 36,068 36,024 0% 2020-06-30
LeJeune Puetz Investment Counsel LLC 35,789 37,762 5% 2020-06-30
Blue Creek Investment Partners, LLC 35,711 35,752 0% 2020-06-30
FINANCIAL ADVISORY CORP /UT/ /ADV 35,634 0 New Buy 2020-06-30
National Asset Management, Inc. 35,454 35,227 1% 2020-06-30
Merriman Wealth Management, LLC 35,115 47,791 27% 2020-06-30
SJA Financial Advisory, LLC 34,757 36,798 6% 2020-06-30
VERITY Wealth Advisors 33,980 38,283 11% 2020-06-30
Sigma Planning Corp 33,911 37,530 10% 2020-06-30
Stordahl Capital Management, Inc. 33,615 34,301 2% 2020-06-30
GRIMES & COMPANY, INC. 33,482 32,859 2% 2020-06-30
VIRIDIAN RIA, LLC 33,420 34,279 3% 2020-06-30
ETRADE Capital Management LLC 33,282 36,382 9% 2020-06-30
Landmark Financial Advisors, LLC 33,247 37,655 12% 2020-06-30
Confluence Wealth Management LLC 33,107 24,797 34% 2020-06-30
Your Advocates Ltd., LLP 32,722 98,498 67% 2020-06-30
American Money Management, LLC 32,180 26,898 20% 2020-06-30
JANE STREET GROUP, LLC 31,935 72,906 56% 2020-06-30
CCG WEALTH MANAGEMENT, LLC 31,881 121,133 74% 2020-06-30
HOLLENCREST SECURITIES LLC 31,436 0 New Buy 2020-06-30
Radnor Financial Advisors, LLC 30,784 31,196 1% 2020-06-30
Bank of New York Mellon CORP 30,567 26,579 15% 2020-06-30
Legacy Wealth Management, Inc 30,551 31,411 3% 2020-06-30
INTREPID CAPITAL MANAGEMENT INC 30,233 30,137 0% 2020-06-30
SIGMA INVESTMENT COUNSELORS INC 30,139 30,792 2% 2020-06-30
Curbstone Financial Management Corp 30,070 20,560 46% 2020-06-30
Asset Management Group, Inc. 30,033 29,910 0% 2020-06-30
Miracle Mile Advisors, LLC 29,282 32,305 9% 2020-06-30
FIRST HAWAIIAN BANK 29,195 29,195 No Change 2020-06-30
Richard Bernstein Advisors LLC 28,817 69,580 59% 2020-06-30
Elmwood Wealth Management, Inc. 28,728 0 New Buy 2020-06-30
Financial Advisory Group 27,807 19,297 44% 2020-06-30
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 27,244 27,244 No Change 2020-06-30
ANDERSON FISHER LLC 27,228 29,795 9% 2020-06-30
Parallel Advisors, LLC 26,922 27,719 3% 2020-06-30
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 26,662 28,841 8% 2020-06-30
BANK OF MONTREAL /CAN/ 26,518 27,246 3% 2020-06-30
TOWNSQUARE CAPITAL LLC 26,181 26,617 2% 2020-06-30
St. Louis Trust Co 26,133 0 New Buy 2020-06-30
Summit Financial Strategies, Inc. 26,052 18,086 44% 2020-06-30
Lutz Financial Services LLC 25,903 29,427 12% 2020-06-30
Western Wealth Management, LLC 25,797 27,517 6% 2020-06-30
DUNCKER STREETT & CO INC 25,687 24,731 4% 2020-06-30
Rosenberg Matthew Hamilton 25,554 14,762 73% 2020-06-30
Front Row Advisors LLC 25,218 25,373 1% 2020-06-30
Rockbridge Investment Management, LCC 25,081 0 New Buy 2020-06-30
Windsor Group LTD 24,646 25,810 5% 2020-06-30
Financeware, Inc. 24,632 30,376 19% 2020-06-30
KCM INVESTMENT ADVISORS LLC 24,403 10,380 135% 2020-06-30
JFS WEALTH ADVISORS, LLC 24,248 26,413 8% 2020-06-30
Northwest Capital Management Inc 24,185 27,714 13% 2020-06-30
Elgethun Capital Management 23,829 35,193 32% 2020-06-30
Alpha Omega Wealth Management LLC 23,665 26,984 12% 2020-06-30
Summit Place Financial Advisors, LLC 23,651 22,511 5% 2020-06-30
Cypress Wealth Services, LLC 23,607 49,646 52% 2020-06-30
Carmichael Hill & Associates, Inc. 23,534 23,451 0% 2020-06-30
Financial Network 23,206 24,453 5% 2020-06-30
Integrated Advisors Network LLC 23,182 16,279 42% 2020-06-30
Renaissance Technologies(Jim Simons) 23,000 13,800 67% 2020-06-30
Roundview Capital LLC 22,790 23,941 5% 2020-06-30
Abbrea Capital, LLC 22,726 21,908 4% 2020-06-30
OXFORD FINANCIAL GROUP LTD 22,388 22,258 1% 2020-06-30
361 CAPITAL LLC 22,345 20,225 10% 2020-06-30
SNS Financial Group, LLC 22,307 25,253 12% 2020-06-30
FormulaFolio Investments, LLC 21,941 20,978 5% 2020-06-30
PHILLIPS FINANCIAL MANAGEMENT, LLC 21,851 0 New Buy 2020-06-30
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 21,554 25,036 14% 2020-06-30
Financial Engines Advisors L.L.C. 21,502 7,937 171% 2020-06-30
Kingsview Wealth Management, LLC 21,387 21,737 2% 2020-06-30
Hurlow Wealth Management Group, Inc. 21,039 61,907 66% 2020-06-30
SeaCrest Wealth Management, LLC 20,899 20,672 1% 2020-06-30
CWH Capital Management, Inc. 20,443 179,288 89% 2020-06-30
Somerset Group LLC 20,301 9,297 118% 2020-06-30
Beaumont Financial Partners, LLC 19,962 22,407 11% 2020-06-30
Clear Creek Financial Management, LLC 19,939 0 New Buy 2020-06-30
Patriot Financial Group Insurance Agency, LLC 19,748 19,228 3% 2020-06-30
LAZARD ASSET MANAGEMENT LLC 19,657 0 New Buy 2020-06-30
EP Wealth Advisors, Inc. 19,420 19,490 0% 2020-06-30
CLEAR INVESTMENT RESEARCH, LLC 19,293 17,759 9% 2020-06-30
Massey, Quick & Co., LLC 19,051 47,414 60% 2020-06-30
Starfire Investment Advisers, Inc. 18,595 18,575 0% 2020-06-30
Abacus Planning Group, Inc. 18,356 18,451 1% 2020-06-30
Shone Asset Management LLC 18,302 20,657 11% 2020-06-30
Carnegie Capital Asset Management, LLC 18,238 18,031 1% 2020-06-30
FINANCIAL COUNSELORS INC 18,228 18,228 No Change 2020-06-30
OPPENHEIMER & CO INC 18,191 17,036 7% 2020-06-30
Successful Portfolios LLC 18,007 25,276 29% 2020-06-30
American Investment Services, Inc. 17,338 18,985 9% 2020-06-30
Moisand Fitzgerald Tamayo, LLC 17,298 0 New Buy 2020-06-30
SPRENG CAPITAL MANAGEMENT, INC. 17,169 50,336 66% 2020-06-30
Capital Advantage, Inc. 17,015 17,847 5% 2020-06-30
DDD Partners, LLC 17,003 0 New Buy 2020-06-30
Garrison Financial Corp 16,842 16,809 0% 2020-06-30
Kalos Management, Inc. 16,782 0 New Buy 2020-06-30
ASSET PLANNING SERVICES INC /LA/ /ADV 16,730 14,545 15% 2020-06-30
Gainplan LLC 16,694 17,466 4% 2020-06-30
Advisory Services Network, LLC 16,474 0 New Buy 2020-06-30
Global Strategic Investment Solutions, LLC 16,022 15,974 0% 2020-06-30
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 15,840 0 New Buy 2020-06-30
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 15,583 15,583 No Change 2020-06-30
OLD MISSION CAPITAL LLC 15,471 0 New Buy 2020-06-30
PFG Advisors 14,792 15,741 6% 2020-06-30
RAYMOND JAMES & ASSOCIATES 14,517 11,608 25% 2020-06-30
Riverpoint Wealth Management Holdings, LLC 14,507 46,075 69% 2020-06-30
Ifrah Financial Services, Inc. 14,491 13,642 6% 2020-06-30
FORT PITT CAPITAL GROUP, LLC 14,443 0 New Buy 2020-06-30
BRIGHTON JONES LLC 14,337 14,332 0% 2020-06-30
AlphaStar Capital Management, LLC 14,283 24,079 41% 2020-06-30
BERKSHIRE ASSET MANAGEMENT INC/PA 14,061 19,177 27% 2020-06-30
People's United Financial, Inc. 14,008 14,758 5% 2020-06-30
Laurel Wealth Advisors LLC 13,994 14,579 4% 2020-06-30
Ausdal Financial Partners, Inc. 13,978 13,957 0% 2020-06-30
Meridian Wealth Management, LLC 13,844 14,022 1% 2020-06-30
Bouchey Financial Group Ltd 13,837 14,775 6% 2020-06-30
SHINE INVESTMENT ADVISORY SERVICES INC 13,820 26,477 48% 2020-06-30
IEQ CAPITAL, LLC 13,776 13,771 0% 2020-06-30
Twele Capital Management, Inc. 13,770 13,756 0% 2020-06-30
Tatro Capital, LLC 13,742 0 New Buy 2020-06-30
Stratos Wealth Partners, LTD. 13,693 13,259 3% 2020-06-30
Wealthcare Advisory Partners LLC 13,593 15,317 11% 2020-06-30
Peak Asset Management, LLC 13,521 0 New Buy 2020-06-30
McKinley Carter Wealth Services, Inc. 13,373 13,446 1% 2020-06-30
Livingston Group Asset Management CO (operating as Southport Capital Management) 13,157 12,997 1% 2020-06-30
DAVIDSON TRUST CO 13,095 13,095 No Change 2020-06-30
Feltz Wealth PLAN Inc. 12,985 0 New Buy 2020-06-30
Joseph P. Lucia & Associates, LLC 12,888 12,811 1% 2020-06-30
Jacobsen Capital Management 12,679 0 New Buy 2020-06-30
Taylor, Cottrill, Erickson & Associates, Inc. 12,453 18,144 31% 2020-06-30
GenWealth Group, Inc. 12,407 8,768 42% 2020-06-30
WHITTIER TRUST CO OF NEVADA INC 12,394 12,394 No Change 2020-06-30
CYPRESS CAPITAL MANAGEMENT LLC 12,388 12,388 No Change 2020-06-30
Valeo Financial Advisors, LLC 12,334 11,498 7% 2020-06-30
Slow Capital, Inc. 12,326 12,319 0% 2020-06-30
Firestone Capital Management 12,310 6,564 88% 2020-06-30
FRONTIER INVESTMENT MGMT CO 12,260 7,541 63% 2020-06-30
SigFig Wealth Management, LLC 12,208 12,329 1% 2020-06-30
WOLVERINE TRADING, LLC 12,042 9,520 26% 2020-06-30
Vista Wealth Management Group, LLC 12,016 12,022 0% 2020-06-30
PINNACLE ASSOCIATES LTD 11,969 12,375 3% 2020-06-30
Sandy Spring Bank 11,813 11,813 No Change 2020-06-30
AE Wealth Management LLC 11,813 14,817 20% 2020-06-30
LBMC INVESTMENT ADVISORS, LLC 11,721 11,721 No Change 2020-06-30
Vanguard Capital Wealth Advisors 11,661 0 New Buy 2020-06-30
HOLDERNESS INVESTMENTS CO 11,571 8,961 29% 2020-06-30
Column Capital Advisors, LLC 11,506 11,506 No Change 2020-06-30
Koshinski Asset Management, Inc. 11,404 0 New Buy 2020-06-30
Alley Co LLC 11,399 12,799 11% 2020-06-30
CAPITAL ADVISORS INC/OK 11,336 0 New Buy 2020-06-30
Calamos Advisors LLC 11,261 12,989 13% 2020-06-30
John W. Brooker & Co., CPAs 11,219 12,513 10% 2020-06-30
Paracle Advisors, LLC 11,096 11,205 1% 2020-06-30
Visionary Wealth Advisors 10,892 0 New Buy 2020-06-30
Legend Financial Advisors, Inc. 10,809 0 New Buy 2020-06-30
Stony Point Wealth Management Inc. 10,770 12,500 14% 2020-06-30
Aspen Investment Management Inc 10,762 0 New Buy 2020-06-30
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 10,738 10,416 3% 2020-06-30
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 10,682 9,951 7% 2020-06-30
NORTHERN TRUST CORP 10,572 0 New Buy 2020-06-30
Aurora Private Wealth, Inc. 10,468 19,011 45% 2020-06-30
COZAD ASSET MANAGEMENT INC 10,330 0 New Buy 2020-06-30
Modus Advisors, LLC 10,270 3,709 177% 2020-06-30
Vision Capital Management, Inc. 10,250 6,994 47% 2020-06-30
Money Matters Financial Group Inc 10,245 6,745 52% 2020-06-30
NAPLES GLOBAL ADVISORS, LLC 10,102 9,647 5% 2020-06-30
Strategic Financial Group, LLC 9,867 9,867 No Change 2020-06-30
FineMark National Bank & Trust 9,847 11,072 11% 2020-06-30
PETTYJOHN CO 9,769 9,769 No Change 2020-06-30
PALLADIUM PARTNERS LLC 9,607 9,567 0% 2020-06-30
Summit Asset Management, LLC 9,603 10,743 11% 2020-06-30
JustInvest LLC 9,518 0 New Buy 2020-06-30
Ironwood Wealth Management, llc 9,298 9,537 3% 2020-06-30
Multi-Financial Securities Corp 9,065 10,525 14% 2020-06-30
TIEDEMANN WEALTH MANAGEMENT, LLC 8,983 11,743 24% 2020-06-30
RFG Advisory Group, LLC 8,923 8,122 10% 2020-06-30
HT Partners LLC 8,908 8,908 No Change 2020-06-30
Cypress Capital Group 8,863 6,498 36% 2020-06-30
CITADEL ADVISORS LLC (Kenneth C. Griffin) 8,703 0 New Buy 2020-06-30
Geller Family Office Services, LLC 8,690 0 New Buy 2020-06-30
Harborview Advisors, LLC 8,640 8,012 8% 2020-06-30
OARSMAN CAPITAL, INC. 8,620 7,150 21% 2020-06-30
BFSG, LLC 8,415 9,225 9% 2020-06-30
Janney Montgomery Scott LLC 8,390 7,839 7% 2020-06-30
Paradigm Financial Partners, LLC 8,388 0 New Buy 2020-06-30
Iron Financial, LLC 8,356 0 New Buy 2020-06-30
Aull & Monroe Investment Management Corp 8,350 8,013 4% 2020-06-30
NOVARE CAPITAL MANAGEMENT LLC 8,254 7,716 7% 2020-06-30
Carnick & Kubik Group, LLC 8,254 10,632 22% 2020-06-30
Buckingham Asset Management, LLC 8,192 10,139 19% 2020-06-30
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 8,095 25,526 68% 2020-06-30
SevenBridge Financial Group, LLC 8,058 7,354 10% 2020-06-30
Silicon Hills Wealth Management, LLC 7,889 7,896 0% 2020-06-30
Evensky & Katz, Inc. 7,888 7,835 1% 2020-06-30
HHM Wealth Advisors, LLC 7,804 7,802 0% 2020-06-30
Armbruster Capital Management, Inc. 7,796 7,684 1% 2020-06-30
Global Retirement Partners, LLC 7,781 7,859 1% 2020-06-30
Altium Wealth Management LLC 7,766 0 New Buy 2020-06-30
CARRET ASSET MANAGEMENT 7,663 7,685 0% 2020-06-30
Evanson Asset Management, LLC 7,637 7,636 0% 2020-06-30
GODSEY & GIBB ASSOCIATES 7,617 6,791 12% 2020-06-30
GOLDMAN SACHS GROUP INC 7,562 0 New Buy 2020-06-30
Lakeview Capital Partners, LLC 7,513 7,661 2% 2020-06-30
TRUEWEALTH LLC 7,466 7,436 0% 2020-06-30
BROWN ADVISORY HOLDINGS INC 375 0 New Buy 2020-06-30
Personal Capital Advisors Corp 7,384 8,642 15% 2020-06-30
Gs Investments, Inc. 7,370 7,334 0% 2020-06-30
Retirement Planning Group 7,285 8,141 11% 2020-06-30
PAPP L ROY & ASSOCIATES 7,263 9,574 24% 2020-06-30
BLAIR WILLIAM & CO/IL 7,260 7,963 9% 2020-06-30
Highland Private Wealth Management 7,191 7,190 0% 2020-06-30
Apollon Wealth Management, LLC 7,135 30,300 76% 2020-06-30
BTR CAPITAL MANAGEMENT INC 7,130 8,130 12% 2020-06-30
SMITH, MOORE & CO. 7,087 0 New Buy 2020-06-30
Yale Capital CORP 7,054 6,696 5% 2020-06-30
Private Portfolio Partners LLC 7,008 0 New Buy 2020-06-30
Homrich & Berg 6,930 6,341 9% 2020-06-30
Red Cedar Capital, LLC 6,888 6,860 0% 2020-06-30
Emery Howard Portfolio Management, Inc. 6,875 6,508 6% 2020-06-30
Berkshire Money Management, Inc. 6,842 7,421 8% 2020-06-30
Wade Financial Advisory, Inc 6,751 6,787 1% 2020-06-30
MidWestOne Financial Group, Inc. 6,650 7,095 6% 2020-06-30
Praetorian Wealth Management, Inc. 6,508 0 New Buy 2020-06-30
Capital Wealth Planning, LLC 6,422 29,919 79% 2020-06-30
WEDGEWOOD INVESTORS INC /PA/ 6,416 6,416 No Change 2020-06-30
NorthRock Partners, LLC 6,367 0 New Buy 2020-06-30
Coastal Investment Advisors, Inc. 6,366 6,439 1% 2020-06-30
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 6,331 6,331 No Change 2020-06-30
Financial Architects, Inc 6,327 6,357 0% 2020-06-30
Wealth CMT 6,157 7,149 14% 2020-06-30
AMG National Trust Bank 5,994 0 New Buy 2020-06-30
Rehmann Capital Advisory Group 5,914 0 New Buy 2020-06-30
FOSTER & MOTLEY INC 5,826 3,590 62% 2020-06-30
ZACKS INVESTMENT MANAGEMENT 5,817 0 New Buy 2020-06-30
American Financial Advisors, LLC 5,774 5,676 2% 2020-06-30
Barnett & Company, Inc. 5,745 8,097 29% 2020-06-30
Bedel Financial Consulting, Inc. 5,694 5,653 1% 2020-06-30
GHP Investment Advisors, Inc. 5,692 5,881 3% 2020-06-30
Fusion Capital, LLC 5,663 0 New Buy 2020-06-30
TCI Wealth Advisors, Inc. 5,652 5,652 No Change 2020-06-30
Barrett Asset Management, LLC 5,580 5,580 No Change 2020-06-30
BADGLEY PHELPS & BELL INC 5,557 6,673 17% 2020-06-30
Colorado Capital Management, Inc. 5,520 6,408 14% 2020-06-30
Premier Asset Managment LLC 5,455 5,420 1% 2020-06-30
Single Point Partners, LLC 5,423 5,423 No Change 2020-06-30
HARTLINE INVESTMENT CORP/ 5,420 5,492 1% 2020-06-30
Pegasus Asset Management, Inc. 5,207 5,141 1% 2020-06-30
Versant Capital Management, Inc 5,195 6,542 21% 2020-06-30
JONES FINANCIAL COMPANIES LLLP 5,142 5,142 No Change 2020-06-30
CAPROCK Group, Inc. 5,075 5,075 No Change 2020-06-30
TAP Consulting, LLC 5,027 0 New Buy 2020-06-30
Independent Advisor Alliance 5,010 6,535 23% 2020-06-30
River Wealth Advisors LLC 5,000 4,398 14% 2020-06-30
MEANS INVESTMENT CO., INC. 5,000 5,000 No Change 2020-06-30
STEWART & PATTEN CO LLC 4,922 5,359 8% 2020-06-30
Mayfair Advisory Group, LLC 4,905 4,905 No Change 2020-06-30
BRIDGER CAPITAL MANAGEMENT, LLC 4,680 4,661 0% 2020-06-30
Reitz Capital Advisors LLC 4,651 9,792 53% 2020-06-30
Baird Financial Group, Inc. 4,600 0 New Buy 2020-06-30
LINCOLN NATIONAL CORP 4,593 5,673 19% 2020-06-30
NWAM LLC 4,572 0 New Buy 2020-06-30
WEIK INVESTMENT SERVICES INC 4,545 0 New Buy 2020-06-30
BSW Wealth Partners 4,539 4,532 0% 2020-06-30
PRIVATE ASSET MANAGEMENT INC 4,538 0 New Buy 2020-06-30
Penobscot Investment Management Company, Inc. 4,490 4,490 No Change 2020-06-30
One Capital Management, LLC 4,441 4,442 0% 2020-06-30
Southeast Asset Advisors Inc. 4,417 4,412 0% 2020-06-30
FRANKLIN RESOURCES INC 4,400 0 New Buy 2020-06-30
Stillwater Capital Advisors, LLC 4,371 4,371 No Change 2020-06-30
Pensionmark Financial Group, LLC 4,369 3,747 17% 2020-06-30
Chicago Partners Investment Group LLC 4,317 4,395 2% 2020-06-30
Intelligence Driven Advisers, LLC 4,268 0 New Buy 2020-06-30
Heritage Wealth Advisors 4,244 0 New Buy 2020-06-30
FAGAN ASSOCIATES, INC. 4,214 4,330 3% 2020-06-30
MOSELEY INVESTMENT MANAGEMENT INC 4,165 4,761 13% 2020-06-30
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 4,139 21,682 81% 2020-06-30
Larson Financial Group LLC 4,134 4,282 3% 2020-06-30
Rock Point Advisors, LLC 4,128 4,578 10% 2020-06-30
PEAPACK GLADSTONE FINANCIAL CORP 4,115 3,790 9% 2020-06-30
Clarity Wealth Advisors, LLC 4,038 4,156 3% 2020-06-30
SIGNATUREFD, LLC 3,920 4,819 19% 2020-06-30
KEN ROBERTS INVESTMENT MANAGEMENT INC 3,907 3,791 3% 2020-06-30
M&T BANK CORP 3,870 5,600 31% 2020-06-30
Savant Capital Management Inc 3,849 3,892 1% 2020-06-30
Mirador Capital Partners LP 3,822 3,047 25% 2020-06-30
Hochman Cole Investment Advisors, Inc. 3,778 3,690 2% 2020-06-30
Spotlight Asset Group, Inc. 3,743 3,743 No Change 2020-06-30
PARSONS CAPITAL MANAGEMENT INC/RI 3,740 4,022 7% 2020-06-30
MARIETTA INVESTMENT PARTNERS LLC 3,738 3,401 10% 2020-06-30
Fort Sheridan Advisors LLC 3,700 3,700 No Change 2020-06-30
Tanglewood Wealth Management, Inc. 3,695 4,788 23% 2020-06-30
Blue Chip Wealth Management, Inc. 3,683 4,304 14% 2020-06-30
QUANTLAB CAPITAL MANAGEMENT LTD 3,672 0 New Buy 2020-06-30
Loveless Wealth Management LLC 3,672 3,489 5% 2020-06-30
Armor Investment Advisors, LLC 3,663 3,663 No Change 2020-06-30
Nachman Norwood & Parrott, Inc 3,642 0 New Buy 2020-06-30
Hartland & Co., LLC 3,614 3,548 2% 2020-06-30
Wealthquest Corp 3,600 0 New Buy 2020-06-30
Independence Advisors, LLC 3,588 3,588 No Change 2020-06-30
Tradewinds Capital Management, LLC 3,582 3,836 7% 2020-06-30
MISSION CREEK CAPITAL PARTNERS, INC 3,552 0 New Buy 2020-06-30
Lesa Sroufe & Co 3,495 4,339 19% 2020-06-30
QUADRANT CAPITAL GROUP LLC 3,481 0 New Buy 2020-06-30
Vishria Bird Financial Group, LLC 3,468 121,930 97% 2020-06-30
HRT FINANCIAL LLC 3,450 0 New Buy 2020-06-30
HoyleCohen, LLC 3,396 3,456 2% 2020-06-30
Mutual Advisors, LLC 3,334 0 New Buy 2020-06-30
THRIVENT FINANCIAL FOR LUTHERANS 3,323 3,323 No Change 2020-06-30
GREAT VALLEY ADVISOR GROUP, INC. 3,290 0 New Buy 2020-06-30
Pinnacle Family Advisors, LLC 3,263 0 New Buy 2020-06-30
Nicholas Hoffman & Company, LLC. 3,255 0 New Buy 2020-06-30
BALASA DINVERNO & FOLTZ LLC 3,237 4,217 23% 2020-06-30
Pathway Financial Advisors LLC 3,177 0 New Buy 2020-06-30
DAVIDSON D A & CO 3,164 0 New Buy 2020-06-30
Waldron, LP 3,154 0 New Buy 2020-06-30
Rikoon Group, LLC 3,150 0 New Buy 2020-06-30
Camelot Portfolios, LLC 3,100 0 New Buy 2020-06-30
Partnervest Advisory Services LLC 3,073 0 New Buy 2020-06-30
CWM, LLC 3,034 1,083 180% 2020-06-30
Lucia Wealth Services, LLC 3,026 0 New Buy 2020-06-30
Affinity Capital Advisors, LLC 2,978 2,973 0% 2020-06-30
ERn Financial, LLC 2,943 0 New Buy 2020-06-30
Evercore Wealth Management, LLC 2,937 0 New Buy 2020-06-30
Halbert, Hargrove/Russell LLC 2,907 0 New Buy 2020-06-30
HIGHLAND CAPITAL MANAGEMENT CORP 2,903 0 New Buy 2020-06-30
IHT Wealth Management, LLC 2,899 0 New Buy 2020-06-30
BELLEVUE ASSET MANAGEMENT, LLC 2,873 2,873 No Change 2020-06-30
CFO4Life Group, LLC 2,863 0 New Buy 2020-06-30
Heartwood Wealth Advisors LLC 2,860 0 New Buy 2020-06-30
LifeSteps Financial, Inc. 2,857 0 New Buy 2020-06-30
BLUE SQUARE ASSET MANAGEMENT, LLC 2,826 7,065 60% 2020-06-30
Northeast Financial Consultants Inc 2,800 0 New Buy 2020-06-30
Sullivan, Bruyette, Speros & Blaney, Inc. 2,797 2,796 0% 2020-06-30
Capital Investment Advisors, LLC 2,722 3,907 30% 2020-06-30
Peachtree Investment Partners, LLC 2,494 0 New Buy 2020-06-30
McMahon Financial Advisors, LLC 2,331 50,267 95% 2020-06-30
AlphaCore Capital LLC 2,309 2,537 9% 2020-06-30
Capital Directions Investment Advisors, LLC 2,280 2,640 14% 2020-06-30
Litman Gregory Asset Management LLC 2,160 2,160 No Change 2020-06-30
Gemmer Asset Management LLC 2,143 0 New Buy 2020-06-30
FARMERS & MERCHANTS INVESTMENTS INC 2,080 0 New Buy 2020-06-30
Pflug Koory, LLC 2,070 2,070 No Change 2020-06-30
Jaffetilchin Investment Partners, LLC 1,837 268,029 99% 2020-06-30
Hoover Financial Advisors, Inc. 1,816 0 New Buy 2020-06-30
HOWE & RUSLING INC 1,794 2,919 39% 2020-06-30
ROWLAND CARMICHAEL ADVISORS INC /ADV 1,691 1,620 4% 2020-06-30
NWK Group, Inc. 1,643 1,646 0% 2020-06-30
PROFFITT & GOODSON INC 1,604 0 New Buy 2020-06-30
Sugarloaf Wealth Management, LLC 1,468 1,468 No Change 2020-06-30
SYNOVUS FINANCIAL CORP 1,448 1,740 17% 2020-06-30
Parkside Financial Bank & Trust 1,426 1,426 No Change 2020-06-30
REILLY FINANCIAL ADVISORS, LLC 1,425 1,425 No Change 2020-06-30
BESSEMER GROUP INC 1,356 1,353 0% 2020-06-30
CBIZ Investment Advisory Services, LLC 1,339 1,469 9% 2020-06-30
Capital Investment Advisory Services, LLC 1,309 1,594 18% 2020-06-30
FIFTH THIRD BANCORP 1,279 594 115% 2020-06-30
Investors Research Corp 1,259 1,259 No Change 2020-06-30
Glassman Wealth Services 1,239 1,830 32% 2020-06-30
Sterling Investment Advisors, Ltd. 1,228 832 48% 2020-06-30
MOTCO 1,220 1,970 38% 2020-06-30
Summit Investment Advisors, Inc. 1,190 1,190 No Change 2020-06-30
Johnson Financial Group, Inc. 1,174 398 195% 2020-06-30
LifePlan Financial Group, Inc 1,156 1,325 13% 2020-06-30
Sowell Financial Services LLC 1,151 1,302 12% 2020-06-30
GLENMEDE TRUST CO NA 1,100 1,100 No Change 2020-06-30
BDO Wealth Advisors, LLC 1,036 1,036 No Change 2020-06-30
PIN OAK INVESTMENT ADVISORS INC 1,000 2,225 55% 2020-06-30
Cutler Group LP 1,000 1,500 33% 2020-06-30
Stearns Financial Services Group 953 7,551 87% 2020-06-30
HCR Wealth Advisors 835 1,176 29% 2020-06-30
HC FINANCIAL ADVISORS INC 828 828 No Change 2020-06-30
J P MORGAN CHASE & CO 742 905 18% 2020-06-30
ABSOLUTE INVESTMENT MANAGEMENT LLC 706 545 30% 2020-06-30
ENTERPRISE FINANCIAL SERVICES CORP 685 0 New Buy 2020-06-30
PITTENGER & ANDERSON INC 617 1,437 57% 2020-06-30
Certified Advisory Corp 604 601 0% 2020-06-30
QUANTUM CAPITAL MANAGEMENT 581 581 No Change 2020-06-30
Rockefeller Capital Management L.P. 557 557 No Change 2020-06-30
Orion Portfolio Solutions, LLC 543 0 New Buy 2020-06-30
CAROLINAS WEALTH CONSULTING LLC 510 510 No Change 2020-06-30
SMITHFIELD TRUST CO 506 506 No Change 2020-06-30
Elm Partners Management LLC 484 0 New Buy 2020-06-30
HOEY INVESTMENTS, INC 484 484 No Change 2020-06-30
Baystate Wealth Management LLC 461 461 No Change 2020-06-30
BENJAMIN F. EDWARDS & COMPANY, INC. 461 461 No Change 2020-06-30
SRS Capital Advisors, Inc. 455 0 New Buy 2020-06-30
Procyon Private Wealth Partners, LLC 454 0 New Buy 2020-06-30
Spectrum Management Group, Inc. 450 450 No Change 2020-06-30
Sonora Investment Management, LLC 449 461 3% 2020-06-30
Efficient Wealth Management LLC 427 427 No Change 2020-06-30
Gleason Group, Inc. 417 0 New Buy 2020-06-30
Disciplined Investments, LLC 383 383 No Change 2020-06-30
Gradient Investments LLC 361 684 47% 2020-06-30
FLAGSHIP HARBOR ADVISORS, LLC 352 352 No Change 2020-06-30
BALDWIN BROTHERS INC/MA 349 349 No Change 2020-06-30
Legacy Bridge, LLC 340 420 19% 2020-06-30
Financial Advantage, Inc. 330 0 New Buy 2020-06-30
Capital Asset Advisory Services LLC 324 324 No Change 2020-06-30
Investment Research & Advisory Group, Inc. 277 0 New Buy 2020-06-30
HighMark Wealth Management LLC 268 267 0% 2020-06-30
Principle Wealth Partners LLC 267 0 New Buy 2020-06-30
BEESE FULMER INVESTMENT MANAGEMENT, INC. 263 0 New Buy 2020-06-30
Weaver Consulting Group 250 250 No Change 2020-06-30
Capital Advisors, Ltd. LLC 245 136 80% 2020-06-30
Selective Wealth Management 96 329 71% 2020-06-30
Balentine LLC 0 220 Sold Out 2020-06-30
ATTICUS WEALTH MANAGEMENT, LLC 208 1,664 88% 2020-06-30
Edge Wealth Management LLC 200 200 No Change 2020-06-30
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 152 152 No Change 2020-06-30
Jacobi Capital Management LLC 150 0 New Buy 2020-06-30
Jackson Hole Capital Partners, LLC 150 150 No Change 2020-06-30
KINGS POINT CAPITAL MANAGEMENT 145 0 New Buy 2020-06-30
OGOREK ANTHONY JOSEPH /NY/ /ADV 138 138 No Change 2020-06-30
LIBERTY WEALTH MANAGEMENT LLC 134 0 New Buy 2020-06-30
Horrell Capital Management, Inc. 101 101 No Change 2020-06-30
Lehman & Derafelo Financial Resources LLC 98 98 No Change 2020-06-30
Plante Moran Financial Advisors Ltd Partnership 82 1,209 93% 2020-06-30
Pathstone Family Office, LLC 75 0 New Buy 2020-06-30
Bogart Wealth, LLC 75 74 1% 2020-06-30
Stonebridge Capital Advisors LLC 65 65 No Change 2020-06-30
CITIGROUP INC 50 1,446 97% 2020-06-30
Cedar Wealth Management, LLC 50 0 New Buy 2020-06-30
PRIVATE CAPITAL MANAGEMENT LLC 49 53,409 100% 2020-06-30
CABANA LLC 48 0 New Buy 2020-06-30
McIlrath & Eck, LLC 37 0 New Buy 2020-06-30
PROEQUITIES, INC. 37 324 89% 2020-06-30
TOMPKINS FINANCIAL CORP 32 32 No Change 2020-06-30
Davis Capital Management 32 0 New Buy 2020-06-30
WHITTIER TRUST CO 25 25 No Change 2020-06-30
Cypress Capital Management LLC (WY) 25 25 No Change 2020-06-30
Cedar Mountain Advisors, LLC 22 22 No Change 2020-06-30
TSFG, LLC 17 17 No Change 2020-06-30
PrairieView Partners, LLC 14 14 No Change 2020-06-30
Hanson McClain, Inc. 11 11 No Change 2020-06-30
Baker Ellis Asset Management LLC 0 1,800 Sold Out 2020-06-30
PARAMETRIC PORTFOLIO ASSOCIATES 0 19,694 Sold Out 2020-06-30
RMB Capital Management, LLC 0 6,124 Sold Out 2020-06-30
COMMERCE BANK N A/MO 0 6,336 Sold Out 2020-06-30
BAINCO INTERNATIONAL INVESTORS 0 1,206 Sold Out 2020-06-30
WASHINGTON TRUST CO 0 1,143 Sold Out 2020-06-30
FIERA SCEPTRE INC. 0 4,692 Sold Out 2020-06-30
Gateway Advisory, LLC 0 3,539 Sold Out 2020-06-30
Sequoia Financial Advisors, LLC 0 720,277 Sold Out 2020-06-30
Private Ocean, LLC 0 558 Sold Out 2020-06-30
NEXT Financial Group, Inc 0 566 Sold Out 2020-06-30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0 1,381,374 Sold Out 2020-06-30
Trexquant Investment LP 0 33,135 Sold Out 2020-06-30
V Wealth Management,LLC 0 15,233 Sold Out 2020-06-30
TOTAL INVESTMENT MANAGEMENT INC 0 24,155 Sold Out 2020-06-30
Global Financial Private Capital, LLC 0 1 Sold Out 2020-06-30
Capital Bank & Trust Co 0 150 Sold Out 2020-06-30
Providence Capital Advisors, LLC 0 28 Sold Out 2020-06-30
Pinnacle Wealth Planning Services, Inc. 0 4,381 Sold Out 2020-06-30
SWS Partners 0 127,724 Sold Out 2020-06-30
Resource Management, LLC 0 5,498 Sold Out 2020-06-30
AdvicePeriod, LLC 0 28,898 Sold Out 2020-06-30
J. L. Bainbridge & Co., Inc. 0 5,684 Sold Out 2020-06-30
Wakefield Asset Management LLLP 0 50,865 Sold Out 2020-06-30
Foresight Wealth Management, LLC 0 4,665 Sold Out 2020-06-30
Cedar Brook Financial Partners, LLC 0 10,589 Sold Out 2020-06-30
Stratos Wealth Advisors, LLC 0 2,162 Sold Out 2020-06-30
Sontag Advisory, LLC 0 634,700 Sold Out 2020-06-30
AMERITAS INVESTMENT CORP 0 1,670 Sold Out 2020-06-30
MBE Wealth Management, LLC 0 2,267 Sold Out 2020-06-30
Indie Asset Partners, LLC 0 3,654 Sold Out 2020-06-30
Game Plan Financial Advisors, LLC 0 20,378 Sold Out 2020-06-30
EPG Wealth Management LLC 0 12 Sold Out 2020-06-30
Resonant Capital Advisors, LLC 0 3,330 Sold Out 2020-06-30
tru Independence LLC 0 95,464 Sold Out 2020-06-30
NovaPoint Capital, LLC 0 4,399 Sold Out 2020-06-30
Allen Capital Group, LLC 178,097 180,622 1% 2020-03-31
Resources Investment Advisors, Inc. 97,921 108,519 10% 2020-03-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 84,468 73,077 16% 2020-03-31
Krilogy Financial LLC 57,162 60,581 6% 2020-03-31
Summit Financial, LLC 43,130 41,525 4% 2020-03-31
PagnatoKarp Partners LLC 40,716 60,028 32% 2020-03-31
Waterloo Capital, L.P. 20,587 0 New Buy 2020-03-31
Eidelman Virant Capital 18,173 0 New Buy 2020-03-31
UMA Financial Services, Inc. 17,162 26,117 34% 2020-03-31
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 15,788 14,836 6% 2020-03-31
PNC FINANCIAL SERVICES GROUP INC 0 15,396 Sold Out 2020-03-31
MML INVESTORS SERVICES, LLC 11,965 9,517 26% 2020-03-31
Atlantic Trust Group, LLC 11,794 10,201 16% 2020-03-31
Laurel Wealth Advisors, Inc. 10,165 11,781 14% 2020-03-31
BOYS ARNOLD & CO INC 6,644 5,969 11% 2020-03-31
DEUTSCHE BANK AG 5,868 0 New Buy 2020-03-31
Manchester Capital Management LLC 5,060 0 New Buy 2020-03-31
GILL CAPITAL PARTNERS, LLC 4,794 3,473 38% 2020-03-31
Pennsylvania Trust Co 4,000 232,114 98% 2020-03-31
Schwab Charitable Fund 3,410 2,874 19% 2020-03-31
Resource Planning Group 3,306 4,482 26% 2020-03-31
Steward Partners Investment Advisory, LLC 960 964 0% 2020-03-31
Center for Financial Planning, Inc. 391 368 6% 2020-03-31
Princeton Global Asset Management LLC 202 348 42% 2020-03-31
Westside Investment Management, Inc. 80 0 New Buy 2020-03-31
INTL FCSTONE INC. 0 3,629 Sold Out 2020-03-31
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