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VANGUARD SF REIT ETF   (ticker: VNQ)
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
Beacon Capital Management, Inc. 1,195,487 1,840,631 35% 2020-03-31
Pure Financial Advisors, Inc. 550,805 461,337 19% 2020-03-31
PARK NATIONAL CORP /OH/ 368,727 361,604 2% 2020-03-31
First Financial Bank, N.A. - Trust Division 159,367 159,870 0% 2020-03-31
Buffington Mohr McNeal 84,969 84,251 1% 2020-03-31
CONFLUENCE INVESTMENT MANAGEMENT LLC 77,259 62,453 24% 2020-03-31
Enterprise Bank & Trust Co 63,139 15,901 297% 2020-03-31
Grubman Wealth Management 58,969 37,445 57% 2020-03-31
XR Securities LLC 56,329 0 New Buy 2020-03-31
Enterprise Trust & Investment Co 53,115 41,385 28% 2020-03-31
ELM ADVISORS, LLC 49,276 49,881 1% 2020-03-31
Comprehensive Portfolio Management, LLC 48,731 54,208 10% 2020-03-31
First PREMIER Bank 45,120 45,120 No Change 2020-03-31
Efficient Wealth Management LLC 44,417 53,556 17% 2020-03-31
LifePlan Financial Group, Inc 40,304 40,438 0% 2020-03-31
Edmonds Duncan Registered Investment Advisors, LLC 35,963 33,775 6% 2020-03-31
LBJ Family Wealth Advisors, Ltd. 35,774 37,465 5% 2020-03-31
White Lighthouse Investment Management Inc. 33,897 34,120 1% 2020-03-31
Money Matters Financial Group Inc 28,735 28,502 1% 2020-03-31
Larson Financial Group LLC 28,349 7,307 288% 2020-03-31
Bangor Savings Bank 27,259 28,157 3% 2020-03-31
Pinnacle Bank 24,823 26,119 5% 2020-03-31
MITCHELL MCLEOD PUGH & WILLIAMS INC 21,035 20,295 4% 2020-03-31
CLIFFORD SWAN INVESTMENT COUNSEL LLC 20,073 19,911 1% 2020-03-31
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 19,940 35,237 43% 2020-03-31
Lenox Wealth Advisors, Inc. 18,032 17,680 2% 2020-03-31
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 13,163 31,561 58% 2020-03-31
Foundations Investment Advisors, LLC 12,037 7,401 63% 2020-03-31
Jordan Park Group LLC 11,950 68,003 82% 2020-03-31
LFA - Lugano Financial Advisors SA 10,618 10,618 No Change 2020-03-31
Trinity Legacy Partners LLC 10,179 13,308 24% 2020-03-31
Bouchey Financial Group Ltd 8,359 8,353 0% 2020-03-31
Cypress Capital Group 7,206 6,841 5% 2020-03-31
AMERICAN NATIONAL BANK 6,425 6,483 1% 2020-03-31
Boltwood Capital Management 6,148 6,170 0% 2020-03-31
TPG Financial Advisors, LLC 6,121 4,714 30% 2020-03-31
Kohmann Bosshard Financial Services, LLC 5,425 4,257 27% 2020-03-31
Kuehl Shepherd Kozlowski & Associates,Inc. 5,338 2,324 130% 2020-03-31
Murphy, Middleton, Hinkle & Parker, Inc. 4,857 4,242 14% 2020-03-31
KG&L Capital Management,LLC 4,399 4,301 2% 2020-03-31
Indiana Trust & Investment Management CO 4,192 5,003 16% 2020-03-31
Kistler-Tiffany Companies, LLC 3,914 3,914 No Change 2020-03-31
Harbour Capital Advisors, LLC 3,500 3,500 No Change 2020-03-31
Archer Investment Corp 102 2,728 96% 2020-03-31
TSFG, LLC 3,359 3,032 11% 2020-03-31
PEOPLES FINANCIAL SERVICES CORP. 3,225 3,150 2% 2020-03-31
E&G Advisors, LP 2,969 3,369 12% 2020-03-31
Marquette Asset Management Inc. 2,500 2,500 No Change 2020-03-31
HC FINANCIAL ADVISORS INC 589 0 New Buy 2020-03-31
Coastal Capital Group, Inc. 280 9,011 97% 2020-03-31
Gradient Investments LLC 278 243 14% 2020-03-31
Cox Capital Co LLC 200 0 New Buy 2020-03-31
Sound Income Strategies, LLC 144 160 10% 2020-03-31
Global Trust Asset Management, LLC 50 50 No Change 2020-03-31
PrairieView Partners, LLC 14 0 New Buy 2020-03-31
Advocacy Wealth Management Services, LLC 0 170 Sold Out 2020-03-31
Alpine Partners VI, LLC 0 19,328 Sold Out 2020-03-31
Deane Retirement Strategies, Inc. 0 54,457 Sold Out 2020-03-31
Silverleafe Capital Partners, LLC 0 3,021 Sold Out 2020-03-31
WELLS FARGO & CO/MN 17,778,347 19,062,874 7% 2019-12-31
ELLIOTT MANAGEMENT CORP 14,000,000 15,000,000 7% 2019-12-31
BANK OF AMERICA CORP /DE/ 13,785,805 13,062,397 6% 2019-12-31
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 11,300,000 0 New Buy 2019-12-31
Creative Planning 113,859 9,383,259 99% 2019-12-31
J P MORGAN CHASE & CO 7,206,673 7,539,240 4% 2019-12-31
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 372,800 3,641,466 90% 2019-12-31
Susquehanna International Group, LLP 6,470,577 7,442,811 13% 2019-12-31
MORGAN STANLEY 6,054,489 6,320,424 4% 2019-12-31
FIFTH THIRD BANCORP 5,034,448 4,805,405 5% 2019-12-31
US BANCORP DE 4,969,625 4,839,577 3% 2019-12-31
Financial Engines Advisors L.L.C. 4,799,833 4,841,687 1% 2019-12-31
Personal Capital Advisors Corp 4,564,537 4,216,605 8% 2019-12-31
Wealthfront Advisers LLC 4,521,215 4,324,305 5% 2019-12-31
PRUDENTIAL FINANCIAL INC 3,690,951 3,387,491 9% 2019-12-31
VANGUARD GROUP INC 3,659,237 3,265,052 12% 2019-12-31
ROYAL BANK OF CANADA 3,644,419 0 New Buy 2019-12-31
Charles Schwab Investment Advisory, Inc. 3,491,173 3,582,425 3% 2019-12-31
UBS Group AG 0 1,976,328 Sold Out 2019-12-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,057,115 3,590,697 15% 2019-12-31
ENVESTNET ASSET MANAGEMENT INC 2,924,007 2,988,573 2% 2019-12-31
STATE STREET CORP 2,633,401 3,116,331 15% 2019-12-31
FIRST QUADRANT L P/CA 2,185,537 1,336,036 64% 2019-12-31
GOLDMAN SACHS GROUP INC 3,430 3,430 No Change 2019-12-31
LPL Financial CORP 2,056,198 1,990,830 3% 2019-12-31
ING INVESTMENT MANAGEMENT LLC 1,919,430 1,808,450 6% 2019-12-31
AMERIPRISE FINANCIAL INC 1,757,526 2,993,412 41% 2019-12-31
PARAMETRIC PORTFOLIO ASSOCIATES 1,684,331 1,922,747 12% 2019-12-31
Millburn Ridgefield Corp 1,683,660 1,602,331 5% 2019-12-31
ALLIANCEBERNSTEIN L.P. 1,679,956 1,921,459 13% 2019-12-31
Catalyst Capital Advisors LLC 1,678,380 1,597,461 5% 2019-12-31
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1,524,100 1,440,573 6% 2019-12-31
D. E. Shaw & Co., INC. (David E. Shaw) 1,473,962 1,271,862 16% 2019-12-31
MD Financial Management Inc. 1,416,214 921,359 54% 2019-12-31
CREDIT SUISSE/ 1,308,747 1,300,546 1% 2019-12-31
CITIGROUP INC 1,270,883 3,305,076 62% 2019-12-31
State of New Jersey Common Pension Fund D 1,200,000 1,200,000 No Change 2019-12-31
Truepoint, Inc. 1,169,904 1,167,508 0% 2019-12-31
UNITED CAPITAL FINANCIAL ADVISERS,INC. 1,162,534 1,299,296 11% 2019-12-31
Valmark Advisers, Inc. 1,062,571 1,063,100 0% 2019-12-31
HighTower Advisors, LLC 989,958 879,586 13% 2019-12-31
GLENMEDE TRUST CO NA 964,470 898,107 7% 2019-12-31
RAYMOND JAMES & ASSOCIATES 919,773 952,841 3% 2019-12-31
Gibson Capital Management, Ltd. 848,035 833,945 2% 2019-12-31
Comprehensive Financial Management LLC 834,518 0 New Buy 2019-12-31
VICTORY CAPITAL MANAGEMENT INC 831,546 1,218,549 32% 2019-12-31
Mariner Wealth Advisors, LLC 819,304 759,252 8% 2019-12-31
MANUFACTURERES LIFE INSURANCE CO 0 751,266 Sold Out 2019-12-31
VISTA CAPITAL PARTNERS, INC. 757,599 753,549 1% 2019-12-31
BANK OF NOVA SCOTIA / 750,000 0 New Buy 2019-12-31
COMMONWEALTH EQUITY SERVICES, LLC. 728,364 651,494 12% 2019-12-31
Bank of New York Mellon CORP 699,665 637,771 10% 2019-12-31
Twin Tree Management, LP 0 1,077,900 Sold Out 2019-12-31
Raymond James Financial Services Advisors, Inc. 638,186 573,016 11% 2019-12-31
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 633,264 605,269 5% 2019-12-31
McCutchen Group LLC 610,903 619,600 1% 2019-12-31
State of Tennessee, Treasury Department 607,000 646,900 6% 2019-12-31
Global Beta Advisors LLC 602,898 477,945 26% 2019-12-31
Neuberger Berman Group LLC 590,646 586,589 1% 2019-12-31
SAND HILL ADVISORS INC/CA 585,094 385,935 52% 2019-12-31
STIFEL FINANCIAL CORP 402 536 25% 2019-12-31
H D Vest Advisory Services 537,674 94,400 470% 2019-12-31
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 534,523 505,630 6% 2019-12-31
BB&T CORP 524,062 93,604 460% 2019-12-31
Nuveen Asset Management, LLC 85,000 110,000 23% 2019-12-31
Regis Management CO LLC 510,358 522,655 2% 2019-12-31
LAKE STREET ADVISORS GROUP, LLC 462,860 453,927 2% 2019-12-31
TIAA, FSB 1,354 2,256 40% 2019-12-31
Portfolio Solutions 429,233 443,791 3% 2019-12-31
Invesco Ltd. 420,912 151,445 178% 2019-12-31
MainStreet Investment Advisors LLC 414,312 368,042 13% 2019-12-31
FUKOKU MUTUAL LIFE INSURANCE Co 383,000 383,000 No Change 2019-12-31
ASPIRIANT, LLC 376,245 377,557 0% 2019-12-31
Ballentine, Finn & Company, Inc. 375,393 376,499 0% 2019-12-31
Advisor Group, Inc. 368,772 353,528 4% 2019-12-31
Milestone Group, Inc. 358,305 344,090 4% 2019-12-31
NextCapital Advisers, Inc. 346,740 247,604 40% 2019-12-31
Emery Howard Portfolio Management, Inc. 341,121 336,332 1% 2019-12-31
Athanor Capital, LP 340,000 318,180 7% 2019-12-31
BLAIR WILLIAM & CO/IL 339,758 320,052 6% 2019-12-31
ARGI Investment Services, LLC 334,788 285,304 17% 2019-12-31
TIEDEMANN WEALTH MANAGEMENT, LLC 325,004 323,256 1% 2019-12-31
Acropolis Investment Management, LLC 320,552 328,043 2% 2019-12-31
Conservest Capital Advisors, Inc. 318,983 298,785 7% 2019-12-31
Conrad N. Hilton Foundation 317,078 0 New Buy 2019-12-31
Quantitative Investment Management, LLC 317,016 25,128 1,162% 2019-12-31
STEPHENS INC /AR/ 310,187 297,018 4% 2019-12-31
Janney Montgomery Scott LLC 310,121 295,423 5% 2019-12-31
Tanglewood Wealth Management, Inc. 308,022 311,978 1% 2019-12-31
Echo Street Capital Management LLC 300,192 0 New Buy 2019-12-31
REDW Stanley Financial Advisors LLC 298,571 304,071 2% 2019-12-31
CENTRAL BANK & TRUST CO 297,310 265,428 12% 2019-12-31
UMB BANK N A/MO 294,904 288,887 2% 2019-12-31
ARROW FINANCIAL CORP 0 205,092 Sold Out 2019-12-31
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 279,467 260,498 7% 2019-12-31
Evensky & Katz, Inc. 278,818 286,929 3% 2019-12-31
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 277,589 219,095 27% 2019-12-31
Private Advisor Group, LLC 273,436 271,454 1% 2019-12-31
FFT WEALTH MANAGEMENT LLC 269,367 279,089 3% 2019-12-31
PHILLIPS FINANCIAL MANAGEMENT, LLC 262,277 264,407 1% 2019-12-31
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 256,822 270,044 5% 2019-12-31
Empirical Financial Services, LLC 251,976 239,386 5% 2019-12-31
Capital Investment Advisors, LLC 251,736 247,824 2% 2019-12-31
Parsec Financial Management, Inc. 248,186 248,164 0% 2019-12-31
UNIONBANCAL CORP 244,887 175,972 39% 2019-12-31
LINCOLN NATIONAL CORP 237,732 224,673 6% 2019-12-31
BANK OF MONTREAL /CAN/ 235,898 272,196 13% 2019-12-31
Veritable, L.P. 235,086 229,836 2% 2019-12-31
MOLLER FINANCIAL SERVICES 232,132 223,349 4% 2019-12-31
Elm Partners Management LLC 228,516 223,724 2% 2019-12-31
Garde Capital, Inc. 224,550 214,552 5% 2019-12-31
MISSION WEALTH MANAGEMENT, LLC 222,306 227,319 2% 2019-12-31
Steward Partners Investment Advisory, LLC 221,183 197,920 12% 2019-12-31
CONNABLE OFFICE INC 213,852 241,134 11% 2019-12-31
Buckingham Asset Management, LLC 213,630 211,485 1% 2019-12-31
Gunma Bank,Ltd. 212,000 212,000 No Change 2019-12-31
First Command Bank 201,636 193,047 4% 2019-12-31
First Command Financial Services, Inc. 201,636 193,047 4% 2019-12-31
FIDUCIARY TRUST CO 200,358 215,002 7% 2019-12-31
Lutz Financial Services LLC 198,554 195,272 2% 2019-12-31
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 198,215 260,003 24% 2019-12-31
Eqis Capital Management, Inc. 197,024 490,119 60% 2019-12-31
Austin Private Wealth, LLC 196,874 0 New Buy 2019-12-31
First Allied Advisory Services, Inc. 194,144 193,969 0% 2019-12-31
TRUST CO OF VIRGINIA /VA 192,164 194,844 1% 2019-12-31
Morningstar Investment Services, Inc. 191,558 0 New Buy 2019-12-31
JMG Financial Group, Ltd. 190,457 186,491 2% 2019-12-31
Fairfield University 181,515 99,367 83% 2019-12-31
Man Group plc 179,911 262,768 32% 2019-12-31
Stratos Wealth Partners, LTD. 174,226 714 24,301% 2019-12-31
HSBC HOLDINGS PLC 167,187 157,141 6% 2019-12-31
Kepos Capital LP 165,800 537,300 69% 2019-12-31
NORTHERN TRUST CORP 161,421 170,616 5% 2019-12-31
Gilbert & Cook, Inc. 157,863 151,244 4% 2019-12-31
TIAA ENDOWMENT & PHILANTHROPIC SERVICES, LLC 155,948 163,529 5% 2019-12-31
Summit Investment Advisors, Inc. 154,432 150,620 3% 2019-12-31
AdvicePeriod, LLC 152,565 147,916 3% 2019-12-31
FIRST MERCHANTS CORP 151,698 155,397 2% 2019-12-31
MML INVESTORS SERVICES, LLC 151,015 129,575 17% 2019-12-31
Price Wealth Management, Inc. 150,112 150,302 0% 2019-12-31
Janney Capital Management LLC 149,757 330,299 55% 2019-12-31
Sontag Advisory, LLC 149,241 134,860 11% 2019-12-31
HUNTINGTON NATIONAL BANK 146,150 142,276 3% 2019-12-31
Vision Capital Management, Inc. 145,650 139,970 4% 2019-12-31
Wela Strategies, LLC 144,653 144,308 0% 2019-12-31
Crestwood Advisors LLC 144,424 141,477 2% 2019-12-31
Pacific Center for Financial Services 141,961 144,431 2% 2019-12-31
Patriot Investment Management Inc. 133,456 127,657 5% 2019-12-31
MANAGED ACCOUNT SERVICES INC 133,435 118,029 13% 2019-12-31
COMMUNITY TRUST & INVESTMENT CO 131,660 135,968 3% 2019-12-31
Beaumont Financial Partners, LLC 130,069 0 New Buy 2019-12-31
MERCER GLOBAL ADVISORS INC /ADV 129,929 184,997 30% 2019-12-31
AE Wealth Management LLC 127,389 30,021 324% 2019-12-31
Trilogy Capital Inc. 127,075 134,706 6% 2019-12-31
BAILARD, INC. 126,587 131,960 4% 2019-12-31
EP Wealth Advisors, Inc. 124,788 133,039 6% 2019-12-31
Change Path, LLC 124,584 116,507 7% 2019-12-31
Vestcor Investment Management Corp 124,000 0 New Buy 2019-12-31
Hartland & Co., LLC 123,131 121,994 1% 2019-12-31
Goelzer Investment Management, Inc. 122,763 124,408 1% 2019-12-31
BROWN ADVISORY HOLDINGS INC 121,372 117,300 3% 2019-12-31
ROOF EIDAM & MAYCOCK/ADV 120,859 115,723 4% 2019-12-31
Sawtooth Asset Management, Inc. 119,437 25,544 368% 2019-12-31
Armbruster Capital Management, Inc. 118,761 110,834 7% 2019-12-31
Hardy Reed LLC 118,498 109,514 8% 2019-12-31
Annex Advisory Services, LLC 118,135 15,365 669% 2019-12-31
NWAM LLC 117,891 113,988 3% 2019-12-31
HPM Partners LLC 116,421 0 New Buy 2019-12-31
PINNACLE ASSOCIATES LTD 114,920 112,231 2% 2019-12-31
BINGHAM OSBORN & SCARBOROUGH LLC 114,772 117,300 2% 2019-12-31
Vista Wealth Management Group, LLC 114,294 0 New Buy 2019-12-31
ANDERSON FISHER LLC 113,488 106,670 6% 2019-12-31
Stewardship Financial Advisors, LLC 113,077 105,683 7% 2019-12-31
Hudock Moyer Wealth Resources, LLC 112,568 91,013 24% 2019-12-31
WADE G W & INC 112,055 97,762 15% 2019-12-31
GM Advisory Group, Inc. 111,594 103,571 8% 2019-12-31
USS Investment Management Ltd 110,400 0 New Buy 2019-12-31
Ally Financial Inc. 110,000 0 New Buy 2019-12-31
Legend Financial Advisors, Inc. 109,212 100,705 8% 2019-12-31
Taylor, Cottrill, Erickson & Associates, Inc. 108,624 107,356 1% 2019-12-31
TAP Consulting, LLC 107,434 105,934 1% 2019-12-31
McIlrath & Eck, LLC 106,850 101,866 5% 2019-12-31
QS Investors, LLC 106,773 106,765 0% 2019-12-31
United Bank 106,322 99,378 7% 2019-12-31
Equitable Holdings, Inc. 106,243 0 New Buy 2019-12-31
Baker Avenue Asset Management, LP 106,084 106,724 1% 2019-12-31
MACKENZIE FINANCIAL CORP 102,878 292,088 65% 2019-12-31
Plancorp, LLC 102,371 103,111 1% 2019-12-31
FDx Advisors, Inc. 102,264 183,554 44% 2019-12-31
Landmark Bank 101,785 101,785 No Change 2019-12-31
BENJAMIN F. EDWARDS & COMPANY, INC. 101,571 26,520 283% 2019-12-31
MetLife Investment Advisors, LLC 100,000 94,300 6% 2019-12-31
Landsberg, Bennett, & Dubbaneh LLC 99,555 91,745 9% 2019-12-31
PLIMOTH TRUST CO LLC 99,018 98,440 1% 2019-12-31
Autus Asset Management, LLC 98,909 98,542 0% 2019-12-31
KWMG, LLC 98,715 93,295 6% 2019-12-31
KMG FIDUCIARY PARTNERS, LLC 98,125 95,882 2% 2019-12-31
Maryland Capital Management, LLC 250 102,564 100% 2019-12-31
HANCOCK HOLDING CO 97,270 112,819 14% 2019-12-31
PINNACLE FINANCIAL PARTNERS INC 97,162 86,418 12% 2019-12-31
Estate Counselors, LLC 96,320 95,330 1% 2019-12-31
Forefront Analytics, LLC 95,779 94,393 1% 2019-12-31
Ascent Wealth Partners, LLC 95,555 21,366 347% 2019-12-31
WOLVERINE TRADING, LLC 95,308 75,035 27% 2019-12-31
Cambria Investment Management, L.P. 95,131 100,342 5% 2019-12-31
BP WEALTH MANAGEMENT, LLC 95,093 87,512 9% 2019-12-31
Financial Network 94,329 86,802 9% 2019-12-31
COLONY GROUP LLC 93,802 97,785 4% 2019-12-31
Raub Brock Capital Management LP 93,763 94,297 1% 2019-12-31
Coconut Grove Bank 92,672 88,311 5% 2019-12-31
Sanctuary Wealth Management, L.L.C. 92,574 0 New Buy 2019-12-31
COUNTRY TRUST BANK 90,997 88,547 3% 2019-12-31
THRIVENT FINANCIAL FOR LUTHERANS 3,149 635,468 100% 2019-12-31
MILLENNIUM MANAGEMENT LLC 89,531 77,918 15% 2019-12-31
SG Americas Securities, LLC 88,620 89,414 1% 2019-12-31
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 88,076 76,680 15% 2019-12-31
CAPITAL INSIGHT PARTNERS, LLC 86,001 0 New Buy 2019-12-31
ASSOCIATED BANC-CORP 85,940 81,645 5% 2019-12-31
Multi-Financial Securities Corp 85,632 138,364 38% 2019-12-31
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 85,201 0 New Buy 2019-12-31
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 85,000 110,000 23% 2019-12-31
Affiance Financial, LLC 84,039 43,144 95% 2019-12-31
GOULD ASSET MANAGEMENT LLC /CA/ 83,830 81,520 3% 2019-12-31
MONETA GROUP INVESTMENT ADVISORS INC 83,684 52,525 59% 2019-12-31
People's United Financial, Inc. 82,870 79,601 4% 2019-12-31
STRATEGIC INVESTMENT MANAGEMENT 82,310 0 New Buy 2019-12-31
PICTET ASSET MANAGEMENT LTD 82,193 71,878 14% 2019-12-31
Adaptive Financial Consulting, LLC 81,831 0 New Buy 2019-12-31
Chicago Partners Investment Group LLC 81,585 85,151 4% 2019-12-31
HRT FINANCIAL LLC 81,130 0 New Buy 2019-12-31
Neumann Capital Management, LLC 80,940 80,900 0% 2019-12-31
Johanson Financial Advisors, Inc. 80,795 0 New Buy 2019-12-31
Evanson Asset Management, LLC 80,223 78,966 2% 2019-12-31
Dynamic Advisors Solutions LLC 79,770 71,925 11% 2019-12-31
KANAWHA CAPITAL MANAGEMENT LLC 79,261 74,637 6% 2019-12-31
Simmons Bank 78,744 78,747 0% 2019-12-31
CADINHA & CO LLC 77,966 76,610 2% 2019-12-31
REGIONS FINANCIAL CORP 76,532 78,300 2% 2019-12-31
Goss Wealth Management LLC 76,436 71,743 7% 2019-12-31
Brookstone Capital Management 76,328 71,306 7% 2019-12-31
Beacon Pointe Wealth Advisors, LLC 76,181 65,461 16% 2019-12-31
IBERIABANK CORP 75,466 74,813 1% 2019-12-31
FIRST NATIONAL CORP /MA/ /ADV 75,191 71,907 5% 2019-12-31
Perella Weinberg Partners Capital Management LP 75,150 75,150 No Change 2019-12-31
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 74,529 68,793 8% 2019-12-31
WAYNE HUMMER ASSET MANAGEMENT CO 74,489 80,269 7% 2019-12-31
Johnson Financial Group, LLC 73,874 62,822 18% 2019-12-31
Blue Creek Investment Partners, LLC 72,863 72,296 1% 2019-12-31
Omega Financial Group, LLC 72,506 72,208 0% 2019-12-31
Beacon Pointe Advisors, LLC 72,479 72,254 0% 2019-12-31
Landmark Financial Advisors, LLC 72,341 54,057 34% 2019-12-31
CAPITAL FUND MANAGEMENT S.A. 72,268 69,100 5% 2019-12-31
FOSTER & MOTLEY INC 71,570 68,500 4% 2019-12-31
Hanlon Investment Management, Inc. 71,302 71,315 0% 2019-12-31
Alexandria Capital, LLC 70,646 72,597 3% 2019-12-31
Cliffwater LLC 68,408 52,853 29% 2019-12-31
Starfire Investment Advisers, Inc. 66,192 63,594 4% 2019-12-31
Cedar Mountain Advisors, LLC 65,725 0 New Buy 2019-12-31
Cetera Investment Advisers 65,091 68,981 6% 2019-12-31
FIRST HAWAIIAN BANK 64,986 62,234 4% 2019-12-31
Regal Investment Advisors, LLC 64,412 61,448 5% 2019-12-31
P-Solve LLC 64,118 0 New Buy 2019-12-31
VAN ECK ASSOCIATES CORP 62,507 27,580 127% 2019-12-31
LBMC INVESTMENT ADVISORS, LLC 62,459 60,031 4% 2019-12-31
S. R. Schill & Associates 61,123 63,449 4% 2019-12-31
MOULTON WEALTH MANAGEMENT, INC 61,107 0 New Buy 2019-12-31
MAI Wealth Advisors 60,615 59,314 2% 2019-12-31
Waldron, LP 59,913 47,777 25% 2019-12-31
GenTrust, LLC 59,867 57,301 4% 2019-12-31
Hurlow Wealth Management Group, Inc. 59,522 57,269 4% 2019-12-31
EVERGREEN CAPITAL MANAGEMENT LLC 59,349 55,711 7% 2019-12-31
Atlantic Trust Group, LLC 59,299 61,478 4% 2019-12-31
PACIFIC CAPITAL WEALTH ADVISORS, INC 58,657 0 New Buy 2019-12-31
C-J Advisory, Inc 58,041 58,014 0% 2019-12-31
Tower Research Capital LLC 1,894 0 New Buy 2019-12-31
Wealthcare Advisory Partners LLC 57,739 56,631 2% 2019-12-31
VESTOR CAPITAL CORP 57,367 52,299 10% 2019-12-31
Klingman & Associates, LLC 56,993 56,009 2% 2019-12-31
KEYBANK NATIONAL ASSOCIATION/OH 56,903 58,955 3% 2019-12-31
ROCKLAND TRUST CO 56,782 57,638 1% 2019-12-31
HARBOR INVESTMENT ADVISORY, LLC 55,929 0 New Buy 2019-12-31
RAYMOND JAMES TRUST CO 55,610 59,643 7% 2019-12-31
Financial Advocates Investment Management 55,532 49,036 13% 2019-12-31
Private Capital Group, LLC 55,098 66,605 17% 2019-12-31
Voya Financial Advisors, Inc. 54,539 67,098 19% 2019-12-31
Magnus Financial Group LLC 53,975 18,287 195% 2019-12-31
Kerntke Otto McGlone Wealth Management Group 53,603 0 New Buy 2019-12-31
Peak Financial Management, Inc. 53,295 55,117 3% 2019-12-31
GERMAN AMERICAN BANCORP, INC. 53,256 52,855 1% 2019-12-31
Daiwa Securities Group Inc. 52,900 122,800 57% 2019-12-31
Sensible Financial Planning & Management, LLC. 52,792 56,340 6% 2019-12-31
FIRST AMERICAN TRUST CO 52,607 66,541 21% 2019-12-31
PRIVATE BANK & TRUST CO 52,317 49,997 5% 2019-12-31
Baldrige Asset Management LLC 51,957 51,525 1% 2019-12-31
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 51,822 24,173 114% 2019-12-31
ALERUS FINANCIAL NA 51,725 44,944 15% 2019-12-31
MONTAG A & ASSOCIATES INC 51,361 52,598 2% 2019-12-31
OXFORD FINANCIAL GROUP LTD 51,071 39,317 30% 2019-12-31
Covington Capital Management 50,791 53,252 5% 2019-12-31
ALPHA WINDWARD LLC 50,542 50,147 1% 2019-12-31
SYNOVUS FINANCIAL CORP 50,232 46,855 7% 2019-12-31
Sarasin & Partners LLP 49,245 53,178 7% 2019-12-31
Cambridge Advisors Inc. 49,098 49,398 1% 2019-12-31
Filament LLC 49,013 48,707 1% 2019-12-31
BALYASNY ASSET MANAGEMENT LLC 49,000 0 New Buy 2019-12-31
Certified Advisory Corp 48,764 47,161 3% 2019-12-31
Colorado Capital Management, Inc. 48,525 49,045 1% 2019-12-31
Sepio Capital, LLC 48,464 48,509 0% 2019-12-31
Pettinga Financial Advisors, LLC 47,841 50,541 5% 2019-12-31
Towerpoint Wealth, LLC 47,552 50,265 5% 2019-12-31
Parallel Advisors, LLC 47,411 42,624 11% 2019-12-31
Aldebaran Financial Inc. 325 45,522 99% 2019-12-31
Family Firm, Inc. 47,038 48,139 2% 2019-12-31
Columbus Macro, LLC 46,994 49,360 5% 2019-12-31
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 46,900 47,300 1% 2019-12-31
Pathstone Family Office, LLC 46,205 46,033 0% 2019-12-31
Bruderman Asset Management, LLC 46,183 53,321 13% 2019-12-31
PSI Advisors, LLC 46,084 0 New Buy 2019-12-31
Financial Insights, Inc. 46,070 46,358 1% 2019-12-31
Paradigm Financial Advisors, LLC 45,916 45,802 0% 2019-12-31
Carnegie Capital Asset Management, LLC 45,367 46,613 3% 2019-12-31
Quantum Capital Management, LLC / NJ 45,230 44,178 2% 2019-12-31
Advisory Services Network, LLC 45,049 44,285 2% 2019-12-31
Riverview Trust Co 44,800 44,800 No Change 2019-12-31
M Holdings Securities, Inc. 44,638 42,818 4% 2019-12-31
Strategic Wealth Advisors Group,Inc. 44,387 44,872 1% 2019-12-31
FIRST NATIONAL BANK OF OMAHA 44,382 29,161 52% 2019-12-31
Friedenthal Financial 43,901 41,745 5% 2019-12-31
Capital Advisors, Ltd. LLC 43,878 43,038 2% 2019-12-31
Roble, Belko & Company, Inc 43,374 41,588 4% 2019-12-31
HARBOR ADVISORY CORP /MA/ 43,332 43,987 1% 2019-12-31
IndexIQ Advisors LLC 43,186 3,312 1,204% 2019-12-31
RED CEDAR INVESTMENT MANAGEMENT, LLC 43,083 54,483 21% 2019-12-31
Ferguson Shapiro LLC 42,968 0 New Buy 2019-12-31
LS Investment Advisors, LLC 42,822 41,912 2% 2019-12-31
WEDBUSH MORGAN SECURITIES INC 42,342 33,570 26% 2019-12-31
SVA Plumb Wealth Management, LLC 42,250 40,587 4% 2019-12-31
Willow Creek Wealth Management Inc. 42,171 44,317 5% 2019-12-31
TFO-TDC, LLC 41,779 0 New Buy 2019-12-31
Symmetry Partner, LLC 41,647 41,651 0% 2019-12-31
Sigma Planning Corp 41,497 51,056 19% 2019-12-31
Mutual Advisors, LLC 41,413 26,957 54% 2019-12-31
Nachman Norwood & Parrott, Inc 41,188 43,356 5% 2019-12-31
WASHINGTON TRUST CO 40,273 41,474 3% 2019-12-31
Omnia Family Wealth, LLC 39,990 38,364 4% 2019-12-31
BRONFMAN E.L. ROTHSCHILD, L.P. 39,926 34,787 15% 2019-12-31
Elwood & Goetz Wealth Advisory Group, LLC 39,509 38,081 4% 2019-12-31
FIERA SCEPTRE INC. 39,362 37,230 6% 2019-12-31
DAVIDSON D A & CO 39,168 37,936 3% 2019-12-31
Heritage Trust Co 39,022 41,319 6% 2019-12-31
SIGMA INVESTMENT COUNSELORS INC 38,958 37,791 3% 2019-12-31
Willingdon Wealth Management 38,698 37,848 2% 2019-12-31
FIRST TRUST ADVISORS LP 38,023 39,895 5% 2019-12-31
Houlihan Financial Resource Group, Ltd. 37,957 0 New Buy 2019-12-31
Wealth Advisors of Tampa Bay, LLC 37,841 37,535 1% 2019-12-31
Squarepoint Ops LLC 37,836 0 New Buy 2019-12-31
Coastline Trust CO 37,285 36,645 2% 2019-12-31
J.W. COLE ADVISORS, INC. 37,174 0 New Buy 2019-12-31
Cornerstone Wealth Management, LLC 36,999 36,821 0% 2019-12-31
Peninsula Wealth, LLC 36,918 39,826 7% 2019-12-31
PFS INVESTMENTS INC. 36,905 111,141 67% 2019-12-31
MT LUCAS MANAGEMENT CORP 36,847 37,789 2% 2019-12-31
CHESLEY TAFT & ASSOCIATES LLC/IL 36,643 36,893 1% 2019-12-31
Rossmore Private Capital 36,593 35,368 3% 2019-12-31
Ausdal Financial Partners, Inc. 36,466 26,575 37% 2019-12-31
American Investment Services, Inc. 36,465 37,147 2% 2019-12-31
Principle Wealth Partners LLC 0 32,685 Sold Out 2019-12-31
CI INVESTMENTS INC. 36,243 36,243 No Change 2019-12-31
Private Ocean, LLC 36,137 37,373 3% 2019-12-31
PROEQUITIES, INC. 36,111 9,361 286% 2019-12-31
Lloyd Advisory Services, LLC. 35,807 0 New Buy 2019-12-31
PRINCIPAL FINANCIAL GROUP INC 35,777 11,289 217% 2019-12-31
Ledyard National Bank 35,689 34,609 3% 2019-12-31
OLD NATIONAL BANCORP /IN/ 35,587 35,639 0% 2019-12-31
HAVERFORD TRUST CO 35,363 35,504 0% 2019-12-31
BFSG, LLC 35,338 29,595 19% 2019-12-31
Aspen Investment Management Inc 35,253 34,867 1% 2019-12-31
Financial Architects, Inc 35,201 35,639 1% 2019-12-31
TOTH FINANCIAL ADVISORY CORP 35,156 35,628 1% 2019-12-31
VIRGINIA RETIREMENT SYSTEMS ET AL 35,100 0 New Buy 2019-12-31
Asset Management Group, Inc. 34,951 35,085 0% 2019-12-31
QUADRANT CAPITAL GROUP LLC 34,700 39,916 13% 2019-12-31
COMERICA SECURITIES,INC. 34,640 0 New Buy 2019-12-31
LPWM LLC 34,533 0 New Buy 2019-12-31
Pinnacle Wealth Management Advisory Group, LLC 34,453 31,861 8% 2019-12-31
Regent Peak Wealth Advisors LLC 34,387 0 New Buy 2019-12-31
ETRADE Capital Management LLC 1,554 1,289 21% 2019-12-31
Independent Advisor Alliance 34,325 0 New Buy 2019-12-31
LGL PARTNERS, LLC 34,280 45,186 24% 2019-12-31
CMH Wealth Management LLC 33,962 33,292 2% 2019-12-31
ATRIA INVESTMENTS LLC 33,839 36,282 7% 2019-12-31
Doyle Wealth Management 33,825 34,756 3% 2019-12-31
SJA Financial Advisory, LLC 33,811 34,559 2% 2019-12-31
Virtu Financial LLC 6,837 27,100 75% 2019-12-31
Global Retirement Partners, LLC 33,650 29,815 13% 2019-12-31
CPCM, LLC 33,102 32,993 0% 2019-12-31
MIZUHO SECURITIES USA INC. 33,000 0 New Buy 2019-12-31
Sandy Spring Bank 32,859 31,603 4% 2019-12-31
Elo Mutual Pension Insurance Co 32,750 32,750 No Change 2019-12-31
First Personal Financial Services 32,683 35,965 9% 2019-12-31
Empirical Finance, LLC 32,600 33,548 3% 2019-12-31
ALESCO ADVISORS LLC 32,584 33,495 3% 2019-12-31
Diversified Portfolios, Inc. 32,561 31,052 5% 2019-12-31
CWM, LLC 32,054 18,193 76% 2019-12-31
Financial Advisors Network, Inc. 32,023 31,514 2% 2019-12-31
REAL ESTATE MANAGEMENT SERVICES LLC 32,000 27,400 17% 2019-12-31
GIRARD PARTNERS LTD. 31,673 32,969 4% 2019-12-31
Western Wealth Management, LLC 31,607 23,390 35% 2019-12-31
BERRY GROUP, LLC 31,416 0 New Buy 2019-12-31
Total Wealth Planning, LLC 31,242 30,241 3% 2019-12-31
NEXT Financial Group, Inc 12,758 9,627 33% 2019-12-31
LEE DANNER & BASS INC 30,840 23,885 29% 2019-12-31
Prospera Financial Services 30,729 6,055 407% 2019-12-31
TOMPKINS FINANCIAL CORP 30,461 30,461 No Change 2019-12-31
Segantii Capital Management Ltd 30,000 40,000 25% 2019-12-31
Goldstein Munger & Associates 29,842 29,685 1% 2019-12-31
Vigilare Wealth Management 29,626 0 New Buy 2019-12-31
ICONIQ Capital, LLC 29,452 32,486 9% 2019-12-31
Beirne Wealth Consulting Services, LLC 29,410 20,018 47% 2019-12-31
Heartwood Wealth Advisors LLC 29,373 0 New Buy 2019-12-31
Windham Capital Management, LLC 29,331 28,886 2% 2019-12-31
WEALTHSOURCE PARTNERS, LLC 29,313 36,186 19% 2019-12-31
VERITY Wealth Advisors 29,278 30,198 3% 2019-12-31
Ellevest, Inc. 12,072 4,528 167% 2019-12-31
Paragon Capital Management Ltd 28,644 23,941 20% 2019-12-31
WHITTIER TRUST CO OF NEVADA INC 28,179 28,179 No Change 2019-12-31
DUNCKER STREETT & CO INC 27,978 23,907 17% 2019-12-31
TCI Wealth Advisors, Inc. 27,708 27,722 0% 2019-12-31
CONCENTRIC WEALTH MANAGEMENT, LLC 27,497 26,797 3% 2019-12-31
Stelac Advisory Services LLC 27,043 24,376 11% 2019-12-31
Baker Ellis Asset Management LLC 26,955 26,911 0% 2019-12-31
Amerivest Investment Management LLC 26,581 43,721 39% 2019-12-31
Pictet North America Advisors SA 26,500 26,500 No Change 2019-12-31
BANQUE PICTET & CIE SA 26,500 26,500 No Change 2019-12-31
Greytown Advisors Inc. 26,500 28,272 6% 2019-12-31
Savant Capital Management Inc 26,351 13,454 96% 2019-12-31
ROYAL BANK OF SCOTLAND GROUP PLC 26,234 24,582 7% 2019-12-31
BOENNING & SCATTERGOOD, INC. 0 25,308 Sold Out 2019-12-31
Kovack Advisors, Inc. 26,098 26,910 3% 2019-12-31
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 26,096 26,151 0% 2019-12-31
ProVise Management Group, LLC 26,081 25,450 2% 2019-12-31
BLB&B Advisors, LLC 25,992 64,023 59% 2019-12-31
Platte River Wealth Advisors, LLC 25,829 0 New Buy 2019-12-31
QUEST INVESTMENT MANAGEMENT INC/OR 25,762 46,704 45% 2019-12-31
YCMNET ADVISORS INC 25,582 24,648 4% 2019-12-31
Raab & Moskowitz Asset Management LLC 25,568 26,160 2% 2019-12-31
Cutler Group LP 0 31,525 Sold Out 2019-12-31
Litman Gregory Asset Management LLC 25,253 24,250 4% 2019-12-31
JUMP TRADING, LLC 25,159 0 New Buy 2019-12-31
MATHER GROUP, INC. 25,026 0 New Buy 2019-12-31
Newman Dignan & Sheerar, Inc. 25,022 24,475 2% 2019-12-31
Renaissance Technologies(Jim Simons) 25,000 0 New Buy 2019-12-31
HighVista Strategies LLC 24,999 24,999 No Change 2019-12-31
BRADLEY FOSTER & SARGENT INC/CT 24,851 23,281 7% 2019-12-31
Leicht Financial Planning & Wealth Management, Inc. 24,797 49,351 50% 2019-12-31
Strategic Wealth Designers 24,606 0 New Buy 2019-12-31
BTC Capital Management, Inc. 24,597 24,597 No Change 2019-12-31
Marks Group Wealth Management, Inc 24,400 0 New Buy 2019-12-31
Cordatus Wealth Management LLC 24,358 24,384 0% 2019-12-31
TCF National Bank 24,338 24,683 1% 2019-12-31
Bragg Financial Advisors, Inc 24,289 25,394 4% 2019-12-31
FLAGSHIP HARBOR ADVISORS, LLC 24,289 22,201 9% 2019-12-31
NBT BANK N A /NY 24,256 0 New Buy 2019-12-31
Cresset Asset Management, LLC 23,955 17,361 38% 2019-12-31
Ironsides Asset Advisors, LLC 23,915 24,115 1% 2019-12-31
Argent Trust Co 23,773 20,782 14% 2019-12-31
Rockefeller Capital Management L.P. 840 840 No Change 2019-12-31
Glenview Trust Co 23,106 21,483 8% 2019-12-31
Barber Financial Group, Inc. 23,088 23,059 0% 2019-12-31
TWIN CAPITAL MANAGEMENT INC 22,990 23,760 3% 2019-12-31
Wilshire Associates Inc 22,990 23,760 3% 2019-12-31
McKinley Carter Wealth Services, Inc. 22,844 22,696 1% 2019-12-31
DOWLING & YAHNKE INC 22,702 22,810 0% 2019-12-31
Betterment LLC 22,641 35,709 37% 2019-12-31
Pennsylvania Trust Co 22,521 19,864 13% 2019-12-31
OPPENHEIMER & CO INC 22,461 21,353 5% 2019-12-31
Ifrah Financial Services, Inc. 22,359 22,593 1% 2019-12-31
JFG Wealth Management, LLC 22,239 22,185 0% 2019-12-31
Claybrook Capital, LLC 22,235 22,235 No Change 2019-12-31
HIGHLAND CAPITAL MANAGEMENT CORP 21,934 23,014 5% 2019-12-31
SMITHFIELD TRUST CO 21,898 22,024 1% 2019-12-31
Lester Murray Antman dba SimplyRich 21,893 22,024 1% 2019-12-31
Norway Savings Bank 21,554 19,837 9% 2019-12-31
JFS WEALTH ADVISORS, LLC 21,498 22,075 3% 2019-12-31
LEAVELL INVESTMENT MANAGEMENT, INC. 21,401 20,932 2% 2019-12-31
OLD SECOND NATIONAL BANK OF AURORA 21,158 21,039 1% 2019-12-31
WAYNE HUMMER INVESTMENTS L.L.C. 21,111 21,874 3% 2019-12-31
TBH Global Asset Management, LLC 20,808 0 New Buy 2019-12-31
CITIZENS FINANCIAL GROUP INC/RI 5,737 6,496 12% 2019-12-31
Independence Bank of Kentucky 20,778 18,688 11% 2019-12-31
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 20,748 22,201 7% 2019-12-31
Chevy Chase Trust Holdings, Inc. 20,634 20,849 1% 2019-12-31
Beacon Financial Advisory LLC 20,611 0 New Buy 2019-12-31
D L CARLSON INVESTMENT GROUP INC 20,562 23,097 11% 2019-12-31
AMERITAS INVESTMENT CORP 20,537 21,629 5% 2019-12-31
ROOSEVELT INVESTMENT GROUP INC 20,236 3,684 449% 2019-12-31
Cypress Wealth Services, LLC 20,176 20,722 3% 2019-12-31
CLEAR INVESTMENT RESEARCH, LLC 20,172 18,298 10% 2019-12-31
Canal Capital Management, LLC 20,147 0 New Buy 2019-12-31
IFP Advisors, Inc 20,132 24,555 18% 2019-12-31
COLDSTREAM CAPITAL MANAGEMENT INC 20,105 19,736 2% 2019-12-31
INVESTMENT PARTNERS LTD /OH/ /ADV 20,036 20,021 0% 2019-12-31
WESBANCO BANK INC 20,007 20,235 1% 2019-12-31
Black Diamond Financial, LLC 19,958 18,198 10% 2019-12-31
HOWARD WEALTH MANAGEMENT, LLC 19,912 0 New Buy 2019-12-31
WB CAPITAL MANAGEMENT INC 19,881 19,284 3% 2019-12-31
IHT Wealth Management, LLC 19,722 28,333 30% 2019-12-31
Carlson Capital Management 19,561 13,011 50% 2019-12-31
FIRST MIDWEST BANK TRUST DIVISION 19,547 18,457 6% 2019-12-31
Burleson & Company, LLC 19,540 20,253 4% 2019-12-31
First Heartland Consultants, Inc. 19,433 18,434 5% 2019-12-31
Barnes Bonner Castles 19,401 22,099 12% 2019-12-31
GV Capital Management 19,324 19,889 3% 2019-12-31
METROPOLITAN LIFE INSURANCE CO/NY 19,200 15,300 25% 2019-12-31
Sabal Trust CO 19,172 19,207 0% 2019-12-31
Family Legacy, Inc. 19,140 19,465 2% 2019-12-31
Mosaic Family Wealth, LLC 19,050 19,519 2% 2019-12-31
Ameraudi Asset Management, Inc. 19,050 0 New Buy 2019-12-31
WT Wealth Management 18,958 18,713 1% 2019-12-31
Montecito Bank & Trust 18,797 17,681 6% 2019-12-31
EATON VANCE MANAGEMENT 18,722 17,999 4% 2019-12-31
Covenant Asset Management, LLC 18,699 16,600 13% 2019-12-31
Evercore Wealth Management, LLC 18,543 16,668 11% 2019-12-31
TRANSCEND WEALTH COLLECTIVE, LLC 18,522 0 New Buy 2019-12-31
Liberty Capital Management, Inc. 18,463 15,728 17% 2019-12-31
GAMBLE JONES INVESTMENT COUNSEL 18,404 18,139 1% 2019-12-31
Virtue Capital Management, LLC 18,365 13,946 32% 2019-12-31
Winfield Associates, Inc. 18,272 16,822 9% 2019-12-31
Petix & Botte Co 18,139 0 New Buy 2019-12-31
Quantbot Technologies LLC 18,070 0 New Buy 2019-12-31
MV Capital Management, Inc. 17,954 18,035 0% 2019-12-31
WOODMONT INVESTMENT COUNSEL LLC 17,826 17,690 1% 2019-12-31
Towercrest Capital Management 17,704 0 New Buy 2019-12-31
BESSEMER GROUP INC 17,598 16,099 9% 2019-12-31
BARCLAYS PLC 0 708,500 Sold Out 2019-12-31
BRIDGES INVESTMENT MANAGEMENT INC 17,466 18,051 3% 2019-12-31
SNS Financial Group, LLC 17,463 17,492 0% 2019-12-31
St. Louis Trust Co 17,310 17,310 No Change 2019-12-31
Ashfield Capital Partners, LLC 17,304 17,331 0% 2019-12-31
Huber Financial Advisors, LLC 17,261 17,362 1% 2019-12-31
STOCK YARDS BANK & TRUST CO 17,222 15,903 8% 2019-12-31
Copperwynd Financial, LLC 17,218 77,361 78% 2019-12-31
Solstein Capital, LLC 90 1,000 91% 2019-12-31
HOLLENCREST SECURITIES LLC 16,779 17,199 2% 2019-12-31
DIXON HUBARD FEINOUR & BROWN INC/VA 16,758 17,409 4% 2019-12-31
WATERS PARKERSON & CO INC 16,695 17,630 5% 2019-12-31
GFS Advisors, LLC 16,659 16,838 1% 2019-12-31
We Are One Seven, LLC 16,510 14,978 10% 2019-12-31
LEVEL FOUR ADVISORY SERVICES, LLC 16,423 19,448 16% 2019-12-31
CRA Financial Services, LLC 16,381 16,825 3% 2019-12-31
Integrated Wealth Concepts LLC 16,366 14,224 15% 2019-12-31
Sowell Financial Services LLC 16,282 14,965 9% 2019-12-31
CITY HOLDING CO 16,280 9,022 80% 2019-12-31
CHILTON CAPITAL MANAGEMENT LLC 16,188 0 New Buy 2019-12-31
Bank of Marin 16,120 0 New Buy 2019-12-31
Sageworth Trust Co 16,095 7,464 116% 2019-12-31
Capital Wealth Alliance, LLC 16,072 0 New Buy 2019-12-31
Cedar Brook Financial Partners, LLC 16,029 18,355 13% 2019-12-31
NORTHEAST INVESTMENT MANAGEMENT 15,858 15,351 3% 2019-12-31
CLS INVESTMENT FIRM, LLC 15,836 16,483 4% 2019-12-31
UMA Financial Services, Inc. 15,726 16,865 7% 2019-12-31
HM PAYSON & CO 15,701 16,107 3% 2019-12-31
Pensionmark Financial Group, LLC 15,701 8,292 89% 2019-12-31
Aprio Wealth Management, LLC 15,689 0 New Buy 2019-12-31
Windsor Capital Management, LLC 15,433 15,807 2% 2019-12-31
PUTNAM FL INVESTMENT MANAGEMENT CO 15,428 15,088 2% 2019-12-31
NorthRock Partners, LLC 15,314 16,358 6% 2019-12-31
Independence Advisors, LLC 15,151 15,162 0% 2019-12-31
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 15,113 14,463 4% 2019-12-31
OLD MISSION CAPITAL LLC 15,050 13,470 12% 2019-12-31
SMITH SHELLNUT WILSON LLC /ADV 14,908 13,677 9% 2019-12-31
NATIXIS 14,683 22,182 34% 2019-12-31
DF DENT & CO INC 14,505 13,040 11% 2019-12-31
ROTHSCHILD INVESTMENT CORP /IL 14,413 14,515 1% 2019-12-31
Zhang Financial LLC 14,313 15,123 5% 2019-12-31
Next Capital Management LLC 14,224 14,224 No Change 2019-12-31
FMR LLC 24 58 59% 2019-12-31
BOSTON FAMILY OFFICE LLC 14,044 14,028 0% 2019-12-31
Ariel Capital Advisors, LLC 13,845 14,015 1% 2019-12-31
CALTON & ASSOCIATES, INC. 13,777 7,591 81% 2019-12-31
QUEST CAPITAL MANAGEMENT INC /ADV 13,720 13,728 0% 2019-12-31
Bayesian Capital Management, LP 13,689 0 New Buy 2019-12-31
SkyOak Wealt, LLC 13,572 0 New Buy 2019-12-31
Sage Advisory Services, Ltd.Co. 13,550 140,408 90% 2019-12-31
Laurel Wealth Advisors, Inc. 13,374 14,730 9% 2019-12-31
LexAurum Advisors, LLC 13,279 13,095 1% 2019-12-31
Traynor Capital Management, Inc. 13,098 8,704 50% 2019-12-31
Exchange Capital Management, Inc. 13,097 26,141 50% 2019-12-31
WealthStone, Inc. 13,097 12,843 2% 2019-12-31
BURNEY CO/ 12,999 12,725 2% 2019-12-31
Quadrant Capital Management, LLC 12,974 11,724 11% 2019-12-31
Abbrea Capital, LLC 12,913 12,708 2% 2019-12-31
EQUITRUST INVESTMENT MANAGEMENT SERVICES INC/DE 12,903 12,893 0% 2019-12-31
SCOTIA CAPITAL INC. 12,864 8,501 51% 2019-12-31
Marble Harbor Investment Counsel, LLC 12,845 12,184 5% 2019-12-31
EQUITABLE TRUST CO 12,814 14,869 14% 2019-12-31
Private Portfolio Partners LLC 12,810 12,447 3% 2019-12-31
Professional Financial Advisors, LLC 12,791 0 New Buy 2019-12-31
Curbstone Financial Management Corp 12,782 12,782 No Change 2019-12-31
DROMS STRAUSS ADVISORS INC /MO/ /ADV 12,766 13,281 4% 2019-12-31
Narwhal Capital Management 12,574 12,627 0% 2019-12-31
REGENTATLANTIC CAPITAL LLC 12,567 2,252 458% 2019-12-31
Arden Trust Co 12,529 12,606 1% 2019-12-31
BRIGHTON JONES LLC 12,491 12,363 1% 2019-12-31
Cardan Capital Partners, LLC 12,489 12,489 No Change 2019-12-31
American Financial Advisors, LLC 12,470 14,468 14% 2019-12-31
Pinnacle Advisory Group, Inc. 12,235 12,097 1% 2019-12-31
Quantitative Advantage LLC 12,139 12,299 1% 2019-12-31
Yale Capital CORP 12,130 11,760 3% 2019-12-31
CIBC World Markets Inc. 12,025 14,053 14% 2019-12-31
Briaud Financial Planning, Inc 11,985 0 New Buy 2019-12-31
CHATHAM CAPITAL GROUP, INC. 11,920 11,770 1% 2019-12-31
Toroso Investments, LLC 11,858 11,858 No Change 2019-12-31
WESPAC Advisors, LLC 11,714 11,964 2% 2019-12-31
DAVENPORT & CO LLC 11,691 8,090 45% 2019-12-31
Angeles Investment Advisors, LLC 11,600 11,600 No Change 2019-12-31
ARKANSAS FINANCIAL GROUP, INC. 11,557 11,557 No Change 2019-12-31
TWO SIGMA INVESTMENTS LLC 3,000 28,741 90% 2019-12-31
CENTAURUS FINANCIAL, INC. 11,526 14,551 21% 2019-12-31
TRUST CO OF OKLAHOMA 11,503 9,745 18% 2019-12-31
Full Sail Capital, LLC 11,438 11,916 4% 2019-12-31
FIRST NATIONAL TRUST CO 11,395 8,228 38% 2019-12-31
Chesapeake Wealth Management 11,329 11,253 1% 2019-12-31
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 11,245 13,835 19% 2019-12-31
361 CAPITAL LLC 11,112 11,112 No Change 2019-12-31
Claro Advisors LLC 11,039 10,098 9% 2019-12-31
FormulaFolio Investments, LLC 11,010 10,701 3% 2019-12-31
SRS Capital Advisors, Inc. 10,942 10,962 0% 2019-12-31
PERSONAL CFO SOLUTIONS, LLC 10,922 9,851 11% 2019-12-31
Old Port Advisors 10,914 11,087 2% 2019-12-31
Stokes Family Office, LLC 10,910 0 New Buy 2019-12-31
PEKIN SINGER STRAUSS ASSET MANAGEMENT /IL 10,890 9,805 11% 2019-12-31
Arete Wealth Advisors, LLC 10,843 12,683 15% 2019-12-31
Gradient Capital Advisors, LLC 10,826 10,975 1% 2019-12-31
USCA RIA LLC 10,821 4,242 155% 2019-12-31
CORBETT ROAD CAPITAL MANAGEMENT, LLC 10,794 0 New Buy 2019-12-31
Mattern Wealth Management LLC 10,793 0 New Buy 2019-12-31
Belpointe Asset Management LLC 9,840 0 New Buy 2019-12-31
Sumitomo Mitsui Asset Management Company, LTD 10,775 18,940 43% 2019-12-31
IFG Advisory, LLC 10,775 10,692 1% 2019-12-31
One Capital Management, LLC 10,748 11,259 5% 2019-12-31
Wambolt & Associates, LLC 10,735 10,523 2% 2019-12-31
WEBSTER BANK, N. A. 10,586 10,161 4% 2019-12-31
KAYS FINANCIAL ADVISORY CORP /ADV 10,570 6,870 54% 2019-12-31
Ellis Investment Partners, LLC 10,457 11,291 7% 2019-12-31
TWO SIGMA SECURITIES, LLC 10,370 32,774 68% 2019-12-31
TI-TRUST, INC 10,320 0 New Buy 2019-12-31
Resonant Capital Advisors, LLC 10,250 0 New Buy 2019-12-31
Horizon Investment Services, LLC 10,079 11,543 13% 2019-12-31
Dorsey & Whitney Trust CO LLC 9,960 9,960 No Change 2019-12-31
Unified Trust Company, N.A. 9,950 9,950 No Change 2019-12-31
Capital Analysts, Inc. 9,884 9,502 4% 2019-12-31
Key FInancial Inc 9,828 0 New Buy 2019-12-31
Roundview Capital LLC 9,824 8,522 15% 2019-12-31
NORTHWEST WEALTH MANAGEMENT, LLC 9,717 10,479 7% 2019-12-31
Proficio Capital Partners LLC 9,654 8,544 13% 2019-12-31
CVA Family Office, LLC 9,575 0 New Buy 2019-12-31
Visionary Wealth Advisors 9,542 0 New Buy 2019-12-31
First National Bank of South Miami 9,484 10,098 6% 2019-12-31
Koshinski Asset Management, Inc. 9,479 10,284 8% 2019-12-31
BEACON INVESTMENT ADVISORY SERVICES, INC. 9,444 12,443 24% 2019-12-31
AllSquare Wealth Management LLC 9,439 1,769 434% 2019-12-31
HBK Sorce Advisory LLC 9,423 9,602 2% 2019-12-31
Archford Capital Strategies, LLC 9,380 0 New Buy 2019-12-31
APPLETON PARTNERS INC/MA 9,286 9,753 5% 2019-12-31
FIRST FINANCIAL CORP /IN/ 9,275 9,404 1% 2019-12-31
Sargent Investment Group, LLC 9,226 9,176 1% 2019-12-31
ROWLAND CARMICHAEL ADVISORS INC /ADV 9,204 0 New Buy 2019-12-31
DUBUQUE BANK & TRUST CO 9,139 8,944 2% 2019-12-31
HORIZON ASSET MANAGEMENT INC/NY 8,911 9,021 1% 2019-12-31
Allianz Asset Management AG 8,892 720,200 99% 2019-12-31
MERITAGE PORTFOLIO MANAGEMENT 8,880 9,265 4% 2019-12-31
BOSTON FINANCIAL MANGEMENT INC /MA 8,880 8,220 8% 2019-12-31
Wall Street Access Asset Management, LLC 8,867 8,867 No Change 2019-12-31
Palisades Hudson Asset Management, L.P. 8,864 8,120 9% 2019-12-31
RiverGlades Family Offices LLC 8,803 8,803 No Change 2019-12-31
Parkside Financial Bank & Trust 8,802 8,791 0% 2019-12-31
CCG WEALTH MANAGEMENT, LLC 8,799 10,615 17% 2019-12-31
Capital Directions Investment Advisors, LLC 8,796 8,756 0% 2019-12-31
Bremer Bank National Association 8,717 11,457 24% 2019-12-31
Pointe Capital Management LLC 8,708 0 New Buy 2019-12-31
Elgethun Capital Management 8,700 8,485 3% 2019-12-31
HALLMARK CAPITAL MANAGEMENT INC 8,682 8,785 1% 2019-12-31
Callan Capital, LLC 8,679 7,986 9% 2019-12-31
BTIM Corp. 8,675 8,526 2% 2019-12-31
JUNCTURE WEALTH STRATEGIES, LLC 8,613 10,092 15% 2019-12-31
WAGNER CAPITAL MANAGEMENT CORP 8,611 8,443 2% 2019-12-31
Loudon Investment Management, LLC 8,590 8,590 No Change 2019-12-31
Head & Associates, LLC 8,586 8,696 1% 2019-12-31
PFG Advisors 8,558 8,435 1% 2019-12-31
Joseph P. Lucia & Associates, LLC 8,504 5,649 51% 2019-12-31
Perkins Coie Trust Co 8,488 8,488 No Change 2019-12-31
Merit Financial Group, LLC 8,477 4,574 85% 2019-12-31
SCHNIEDERS CAPITAL MANAGEMENT LLC 8,415 9,215 9% 2019-12-31
JONES FINANCIAL COMPANIES LLLP 8,399 3,809 121% 2019-12-31
Mirador Capital Partners LP 8,371 8,808 5% 2019-12-31
Itau Unibanco Holding S.A. 8,343 0 New Buy 2019-12-31
DeDora Capital, Inc. 8,260 12,213 32% 2019-12-31
FRANKLIN RESOURCES INC 8,217 7,926 4% 2019-12-31
Alaska Permanent Capital Management 8,195 6,153 33% 2019-12-31
APCM Wealth Management for Individuals 8,195 0 New Buy 2019-12-31
Capital Planning Advisors, LLC 8,165 8,165 No Change 2019-12-31
Jaffetilchin Investment Partners, LLC 8,151 3,622 125% 2019-12-31
Zions Bancorporation, N.A. 8,084 9,658 16% 2019-12-31
Schneider Downs Wealth Management Advisors, LP 8,015 7,290 10% 2019-12-31
Glassman Wealth Services 7,968 8,693 8% 2019-12-31
Relative Value Partners Group, LLC 7,957 0 New Buy 2019-12-31
Verdence Capital Advisors LLC 3,814 0 New Buy 2019-12-31
Oakmont Partners LLC 7,819 8,152 4% 2019-12-31
BlueSky Wealth Advisors, LLC 7,810 8,317 6% 2019-12-31
Partnervest Advisory Services LLC 7,802 8,900 12% 2019-12-31
Moisand Fitzgerald Tamayo, LLC 7,748 7,661 1% 2019-12-31
Intersect Capital LLC 7,698 5,938 30% 2019-12-31
PARK AVENUE SECURITIES LLC 7,672 7,552 2% 2019-12-31
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 7,595 0 New Buy 2019-12-31
YorkBridge Wealth Partners, LLC 7,508 7,467 1% 2019-12-31
MUTUAL OF OMAHA BANK WEALTH MANAGEMENT 7,445 7,605 2% 2019-12-31
PARSONS CAPITAL MANAGEMENT INC/RI 7,384 7,384 No Change 2019-12-31
Essex Savings Bank 7,364 7,511 2% 2019-12-31
Rinet Co LLC 7,356 7,800 6% 2019-12-31
CARY STREET PARTNER INVESTMENT ADVISORY LLC 7,353 0 New Buy 2019-12-31
McNaughton Wealth Management, LLC 7,330 0 New Buy 2019-12-31
BCJ Capital Management, LLC 0 20,789 Sold Out 2019-12-31
KING LUTHER CAPITAL MANAGEMENT CORP 7,217 6,534 10% 2019-12-31
GOFEN & GLOSSBERG LLC /IL/ 7,171 6,196 16% 2019-12-31
SALEM INVESTMENT COUNSELORS INC 7,155 7,155 No Change 2019-12-31
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 7,110 7,110 No Change 2019-12-31
BigSur Wealth Management LLC 6,950 6,950 No Change 2019-12-31
CIM, LLC 6,938 6,574 6% 2019-12-31
Financial Gravity Wealth, Inc. 6,912 16,282 58% 2019-12-31
BOYS ARNOLD & CO INC 6,898 7,328 6% 2019-12-31
Peterson Wealth Advisors, LLC 6,865 7,493 8% 2019-12-31
Granite Investment Advisors, Inc. 6,855 6,855 No Change 2019-12-31
First National Bank of Hutchinson 6,840 6,840 No Change 2019-12-31
Horan Securities, Inc. 6,802 7,043 3% 2019-12-31
K.J. Harrison & Partners Inc 6,785 0 New Buy 2019-12-31
Fernwood Investment Management, LLC 6,774 6,750 0% 2019-12-31
Old North State Trust, LLC 6,773 7,059 4% 2019-12-31
UNITED BANK /VA/ 6,770 6,770 No Change 2019-12-31
Freestone Capital Holdings, LLC 6,762 6,625 2% 2019-12-31
ANCHOR CAPITAL ADVISORS INC 6,734 6,734 No Change 2019-12-31
DAVIS R M INC 6,732 4,182 61% 2019-12-31
S.A. Mason LLC 6,719 0 New Buy 2019-12-31
INGALLS & SNYDER LLC 6,680 6,695 0% 2019-12-31
Efficient Advisors, LLC 6,660 6,708 1% 2019-12-31
AdvisorNet Financial, Inc 6,623 6,874 4% 2019-12-31
Blue Chip Wealth Management, Inc. 6,596 6,564 0% 2019-12-31
PRIVATE CAPITAL MANAGEMENT LLC 6,594 6,594 No Change 2019-12-31
Emerald Investment Partners, LLC 6,536 6,536 No Change 2019-12-31
STATE BANK & TRUST 6,499 4,140 57% 2019-12-31
Perigon Wealth Management, LLC 6,485 5,257 23% 2019-12-31
CWA Asset Management Group, LLC 6,456 8,282 22% 2019-12-31
Sullivan, Bruyette, Speros & Blaney, Inc. 6,441 7,773 17% 2019-12-31
Twele Capital Management, Inc. 6,439 7,769 17% 2019-12-31
NKCFO LLC 6,360 8,050 21% 2019-12-31
DEUTSCHE BANK AG 6,349 85,810 93% 2019-12-31
Brio Consultants, LLC 6,342 6,294 1% 2019-12-31
PRIVATE MANAGEMENT GROUP INC 6,315 6,282 1% 2019-12-31
Busey Trust CO 150 6,033 98% 2019-12-31
Joel Isaacson & Co., LLC 6,287 6,251 1% 2019-12-31
FARR MILLER & WASHINGTON LLC/DC 6,270 6,270 No Change 2019-12-31
Hillcrest Wealth Advisors - NY, LLC 6,250 4,500 39% 2019-12-31
Bedel Financial Consulting, Inc. 6,229 6,203 0% 2019-12-31
COZAD ASSET MANAGEMENT INC 6,228 5,946 5% 2019-12-31
WASHINGTON TRUST BANK 6,213 6,213 No Change 2019-12-31
SCBT FINANCIAL CORP 6,194 5,694 9% 2019-12-31
Bernardo Wealth Planning LLC 6,170 6,245 1% 2019-12-31
TOCQUEVILLE ASSET MANAGEMENT LP 6,151 6,126 0% 2019-12-31
Moloney Securities Asset Management, LLC 6,148 6,446 5% 2019-12-31
FIRST NATIONAL BANK SIOUX FALLS 6,139 6,155 0% 2019-12-31
Cranbrook Wealth Management, LLC 6,121 5,900 4% 2019-12-31
IPG Investment Advisors LLC 6,115 7,798 22% 2019-12-31
Aurum Wealth Management Group, LLC 6,067 0 New Buy 2019-12-31
Patten Group, Inc. 6,001 6,317 5% 2019-12-31
FineMark National Bank & Trust 5,957 0 New Buy 2019-12-31
Hirtle Callaghan & Co Inc 5,925 5,925 No Change 2019-12-31
MYCIO WEALTH PARTNERS, LLC 5,914 8,743 32% 2019-12-31
Soltis Investment Advisors LLC 5,910 0 New Buy 2019-12-31
JEFFERIES GROUP INC /DE/ 5,905 6,205 5% 2019-12-31
PICTET BANK & TRUST Ltd 5,900 3,700 59% 2019-12-31
WRAPMANAGER INC 5,879 7,143 18% 2019-12-31
KORNITZER CAPITAL MANAGEMENT INC /KS 5,855 5,855 No Change 2019-12-31
FCG ADVISORS, LLC 5,843 5,908 1% 2019-12-31
Keystone Financial Planning, Inc. 5,837 5,837 No Change 2019-12-31
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,829 10,194 43% 2019-12-31
Round Table Services, LLC 5,808 5,808 No Change 2019-12-31
Smart Portfolios, LLC 5,793 5,869 1% 2019-12-31
EDMOND DE ROTHSCHILD HOLDING S.A. 225 225 No Change 2019-12-31
Cypress Capital, LLC 5,760 4,933 17% 2019-12-31
SPRENG CAPITAL MANAGEMENT, INC. 5,740 0 New Buy 2019-12-31
Guidance Point Advisors, LLC 5,718 4,476 28% 2019-12-31
SeaCrest Wealth Management, LLC 5,688 5,737 1% 2019-12-31
Wealth Alliance 5,687 0 New Buy 2019-12-31
Gemmer Asset Management LLC 5,680 5,494 3% 2019-12-31
VERUS CAPITAL PARTNERS, LLC 5,606 0 New Buy 2019-12-31
National Asset Management, Inc. 5,592 4,610 21% 2019-12-31
SOL Capital Management CO 5,585 5,510 1% 2019-12-31
Patton Albertson & Miller, LLC 5,558 5,312 5% 2019-12-31
Oxbow Advisors, LLC 5,556 5,454 2% 2019-12-31
LifeSteps Financial, Inc. 5,540 0 New Buy 2019-12-31
BRYN MAWR TRUST CO/PA 5,517 5,267 5% 2019-12-31
CT Mason 5,462 5,462 No Change 2019-12-31
TD ASSET MANAGEMENT INC 5,398 5,398 No Change 2019-12-31
Integrys Wealth Advisors LLC 5,396 4,084 32% 2019-12-31
Avitas Wealth Management LLC 5,382 5,418 1% 2019-12-31
PEAPACK GLADSTONE FINANCIAL CORP 375 4,799 92% 2019-12-31
Capital Investment Advisory Services, LLC 5,333 4,790 11% 2019-12-31
Financeware, Inc. 5,324 5,318 0% 2019-12-31
Edge Capital Group, LLC 5,317 5,280 1% 2019-12-31
Asset Dedication, LLC 5,316 5,268 1% 2019-12-31
HoyleCohen, LLC 5,297 5,297 No Change 2019-12-31
COLTON GROOME FINANCIAL ADVISORS, LLC 5,277 5,581 5% 2019-12-31
Summit Financial, LLC 5,247 0 New Buy 2019-12-31
Lido Advisors, LLC 5,240 3,302 59% 2019-12-31
Occidental Asset Management, LLC 5,225 5,075 3% 2019-12-31
TRUST CO OF VERMONT 5,223 0 New Buy 2019-12-31
CAMBRIDGE TRUST CO 5,213 4,045 29% 2019-12-31
FINANCIAL LIFE ADVISORS 5,181 5,601 7% 2019-12-31
Newfound Research LLC 5,120 7,611 33% 2019-12-31
PATTEN & PATTEN INC/TN 5,111 5,066 1% 2019-12-31
SECURITY NATIONAL TRUST CO 5,102 5,152 1% 2019-12-31
Integrated Investment Consultants, LLC 5,082 5,082 No Change 2019-12-31
Integrated Advisors Network LLC 5,077 0 New Buy 2019-12-31
Burns Wealth Management, Inc. 5,066 3,551 43% 2019-12-31
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 5,062 5,769 12% 2019-12-31
TRUSTCORE FINANCIAL SERVICES, LLC 5,039 5,804 13% 2019-12-31
NOTTINGHAM ADVISORS, INC. 5,034 5,684 11% 2019-12-31
OPTIMUM INVESTMENT ADVISORS 5,008 5,238 4% 2019-12-31
Asset Planning Services, Ltd. 4,930 5,089 3% 2019-12-31
Elevated Capital Advisors, LLC 4,925 0 New Buy 2019-12-31
Dougherty Wealth Advisers LLC 4,908 5,456 10% 2019-12-31
Inscription Capital, LLC 4,904 5,434 10% 2019-12-31
Diligent Investors, LLC 4,900 4,900 No Change 2019-12-31
Manchester Capital Management LLC 4,894 4,894 No Change 2019-12-31
WP Advisors, LLC 4,877 3,957 23% 2019-12-31
STRATEGY ASSET MANAGERS LLC 4,876 0 New Buy 2019-12-31
KCM INVESTMENT ADVISORS LLC 4,870 5,400 10% 2019-12-31
Orion Portfolio Solutions, LLC 4,865 0 New Buy 2019-12-31
McNamara Financial Services, Inc. 4,861 5,060 4% 2019-12-31
Clarius Group, LLC 4,840 4,840 No Change 2019-12-31
Regal Wealth Group, Inc. 4,812 4,820 0% 2019-12-31
ST GERMAIN D J CO INC 4,802 3,052 57% 2019-12-31
Summit Asset Management, LLC 4,792 4,791 0% 2019-12-31
BSC PRIVATE WEALTH MANAGEMENT, LLC 4,780 5,610 15% 2019-12-31
Leonard Rickey Investment Advisors P.L.L.C. 4,761 3,763 27% 2019-12-31
CWH Capital Management, Inc. 4,704 5,605 16% 2019-12-31
V Wealth Management,LLC 0 2,594 Sold Out 2019-12-31
AlphaMark Advisors, LLC 4,703 5,603 16% 2019-12-31
NORRIS PERNE & FRENCH LLP/MI 4,700 4,700 No Change 2019-12-31
Walleye Trading LLC 4,700 0 New Buy 2019-12-31
Atlanta Capital Group 4,700 6,107 23% 2019-12-31
Sterling Investment Advisors, Ltd. 4,683 5,401 13% 2019-12-31
Aevitas Wealth Management, Inc. 4,666 4,538 3% 2019-12-31
BEAM Asset Management, LLC 4,632 0 New Buy 2019-12-31
SHEETS SMITH & ASSOCIATES INC 4,597 4,590 0% 2019-12-31
SAGE RHINO CAPITAL LLC 4,579 4,579 No Change 2019-12-31
Rathbone Brothers plc 4,536 0 New Buy 2019-12-31
Stockman Asset Management 4,531 4,531 No Change 2019-12-31
Reynders McVeigh Capital Management, LLC 4,508 4,754 5% 2019-12-31
Gryphon Financial Partners LLC 4,500 4,500 No Change 2019-12-31
Rikoon Group, LLC 4,487 4,399 2% 2019-12-31
RENAISSANCE GROUP LLC 4,477 4,477 No Change 2019-12-31
Meristem, LLP 4,453 4,032 10% 2019-12-31
BAR HARBOR TRUST SERVICES 4,442 3,082 44% 2019-12-31
Kovitz Investment Group Partners, LLC 4,404 4,387 0% 2019-12-31
Keystone Financial Group 4,401 5,522 20% 2019-12-31
Crewe Advisors LLC 4,387 4,522 3% 2019-12-31
MERIDIAN INVESTMENT COUNSEL INC. 4,354 4,354 No Change 2019-12-31
RESOURCES MANAGEMENT CORP /CT/ /ADV 4,349 4,299 1% 2019-12-31
DIAM Co., Ltd. 4,340 4,330 0% 2019-12-31
PROFESSIONAL ADVISORY SERVICES INC 4,336 4,336 No Change 2019-12-31
Carmichael Hill & Associates, Inc. 4,311 4,111 5% 2019-12-31
PERRITT CAPITAL MANAGEMENT INC 4,305 4,305 No Change 2019-12-31
Modera Wealth Management, LLC 4,273 4,526 6% 2019-12-31
Segment Wealth Management, LLC 4,265 2,853 49% 2019-12-31
Venture Visionary Partners LLC 4,265 0 New Buy 2019-12-31
Brown Advisory Securities, LLC 4,263 4,409 3% 2019-12-31
Hoover Financial Advisors, Inc. 4,252 0 New Buy 2019-12-31
BBK Capital Partners, LLC 4,244 4,244 No Change 2019-12-31
HOWLAND CAPITAL MANAGEMENT INC 4,215 6,380 34% 2019-12-31
Wealth Architects, LLC 4,215 3,989 6% 2019-12-31
COHEN & STEERS INC 4,213 286 1,373% 2019-12-31
ROBERTS GLORE & CO INC /IL/ 4,147 2,275 82% 2019-12-31
ORLEANS CAPITAL MANAGEMENT CORP/LA 4,143 4,143 No Change 2019-12-31
Quadrant Private Wealth Management, LLC 4,138 3,944 5% 2019-12-31
Berkeley Capital Partners, LLC 4,137 4,178 1% 2019-12-31
Integre Advisors 4,107 4,051 1% 2019-12-31
Integer Wealth Advisors Group LLC 4,102 0 New Buy 2019-12-31
SIGNATUREFD, LLC 4,094 2,780 47% 2019-12-31
Moors & Cabot, Inc. 4,079 3,946 3% 2019-12-31
Ironwood Investment Counsel, LLC 4,063 4,041 1% 2019-12-31
Jackson Hole Capital Partners, LLC 4,050 4,047 0% 2019-12-31
Personal Wealth Partners 4,040 4,198 4% 2019-12-31
MOTCO 4,038 4,093 1% 2019-12-31
Samalin Investment Counsel, LLC 4,003 0 New Buy 2019-12-31
GARRISON POINT ADVISORS, LLC 3,993 4,243 6% 2019-12-31
Kore Private Wealth LLC 3,977 3,933 1% 2019-12-31
MOSELEY INVESTMENT MANAGEMENT INC 3,977 3,995 0% 2019-12-31
OPPENHEIMER ASSET MANAGEMENT INC 3,957 8,252 52% 2019-12-31
Csenge Advisory Group 3,954 7,282 46% 2019-12-31
Perennial Investment Advisors, LLC 3,941 0 New Buy 2019-12-31
Retirement Planning Group 3,938 4,093 4% 2019-12-31
Riverpoint Wealth Management Holdings, LLC 3,928 3,896 1% 2019-12-31
Good Life Advisors, LLC 3,923 3,923 No Change 2019-12-31
Strategic Family Wealth Counselors, L.L.C. 3,923 3,923 No Change 2019-12-31
Fisher Asset Management, LLC(Kenneth L. Fisher) 3,914 2,329 68% 2019-12-31
Alpha Cubed Investments, LLC 3,906 4,143 6% 2019-12-31
PHILADELPHIA TRUST CO 3,904 4,514 14% 2019-12-31
FIRST INTERSTATE BANK 3,871 3,611 7% 2019-12-31
BENJAMIN EDWARDS INC 3,859 3,289 17% 2019-12-31
Blankinship & Foster, LLC 3,853 3,813 1% 2019-12-31
Capital Square, LLC 3,840 0 New Buy 2019-12-31
Harvest Fund Management Co., Ltd 3,821 4,381 13% 2019-12-31
ZACKS INVESTMENT MANAGEMENT 3,811 3,343 14% 2019-12-31
New World Advisors LLC 3,801 3,801 No Change 2019-12-31
Choate Investment Advisors 3,785 3,819 1% 2019-12-31
AJ WEALTH STRATEGIES, LLC 3,778 3,778 No Change 2019-12-31
Columbia Trust Co 01012016 3,762 0 New Buy 2019-12-31
Livingston Group Asset Management CO (operating as Southport Capital Management) 3,748 3,734 0% 2019-12-31
Connecticut Wealth Management, LLC 3,740 0 New Buy 2019-12-31
BKD Wealth Advisors, LLC 3,730 3,021 23% 2019-12-31
BDO Wealth Advisors, LLC 3,708 3,668 1% 2019-12-31
Camden Capital, LLC 3,700 0 New Buy 2019-12-31
Squar Milner Financial Services LLC 3,699 3,693 0% 2019-12-31
NOESIS CAPITAL MANGEMENT CORP 3,697 0 New Buy 2019-12-31
CX Institutional 3,687 3,709 1% 2019-12-31
DT Investment Partners, LLC 3,684 0 New Buy 2019-12-31
MISSION CREEK CAPITAL PARTNERS, INC 3,640 0 New Buy 2019-12-31
Carroll Financial Associates, Inc. 3,616 3,445 5% 2019-12-31
Altium Wealth Management LLC 3,605 5,689 37% 2019-12-31
Tarbox Group, Inc. 3,595 3,595 No Change 2019-12-31
Optas, LLC 3,590 0 New Buy 2019-12-31
IEQ CAPITAL, LLC 3,586 0 New Buy 2019-12-31
FinTrust Capital Advisors, LLC 3,583 4,004 11% 2019-12-31
Slow Capital, Inc. 3,578 2,949 21% 2019-12-31
SMITH, MOORE & CO. 3,576 3,678 3% 2019-12-31
North Star Investment Management Corp. 3,545 1,768 101% 2019-12-31
MidWestOne Financial Group, Inc. 3,540 0 New Buy 2019-12-31
greenwich Wealth Management LLC 3,525 3,725 5% 2019-12-31
Aveo Capital Partners, LLC 3,522 3,420 3% 2019-12-31
CAPITAL ONE, NATIONAL ASSOCIATION 3,511 0 New Buy 2019-12-31
Trexquant Investment LP 3,480 0 New Buy 2019-12-31
CAPE COD FIVE CENTS SAVINGS BANK 3,461 3,699 6% 2019-12-31
DFPG INVESTMENTS, INC. 3,458 3,716 7% 2019-12-31
Wealthstreet Investment Advisors, LLC 122 122 No Change 2019-12-31
PAYDEN & RYGEL 3,400 3,400 No Change 2019-12-31
Concorde Asset Management, LLC 0 3,183 Sold Out 2019-12-31
Cascadia Advisory Services, LLC 3,376 0 New Buy 2019-12-31
Northwest Quadrant Wealth Management, LLC 3,363 3,335 1% 2019-12-31
Advisors Capital Management, LLC 3,350 3,271 2% 2019-12-31
CAMDEN NATIONAL BANK 3,317 0 New Buy 2019-12-31
DUPONT CAPITAL MANAGEMENT 3,300 0 New Buy 2019-12-31
OBERMEYER ASSET MANAGEMENT CO 3,300 3,300 No Change 2019-12-31
Sound View Wealth Advisors Group, LLC 3,300 0 New Buy 2019-12-31
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 3,291 3,291 No Change 2019-12-31
Tortoise Investment Management, LLC 3,280 3,149 4% 2019-12-31
Ridgewood Investments LLC 3,271 2,524 30% 2019-12-31
TRUEWEALTH LLC 3,263 2,919 12% 2019-12-31
Wellesley Investment Partners, LLC 3,244 0 New Buy 2019-12-31
DAVIDSON TRUST CO 3,238 0 New Buy 2019-12-31
Cable Hill Partners, LLC 3,238 0 New Buy 2019-12-31
Cutter & CO Brokerage, Inc. 3,227 2,914 11% 2019-12-31
Horan Capital Advisors, LLC. 3,227 3,227 No Change 2019-12-31
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,245 2,245 No Change 2019-12-31
NORTH STAR ASSET MANAGEMENT INC 3,210 3,333 4% 2019-12-31
CAPITAL MANAGEMENT CORP /VA 3,200 3,255 2% 2019-12-31
Krasney Financial LLC 3,199 3,166 1% 2019-12-31
Sheaff Brock Investment Advisors, LLC 3,182 3,651 13% 2019-12-31
Icon Wealth Partners, LLC 3,169 3,169 No Change 2019-12-31
Graves-Light Private Wealth Management, Inc. 3,155 3,153 0% 2019-12-31
United Asset Strategies, Inc. 3,137 3,235 3% 2019-12-31
TANDEM CAPITAL MANAGEMENT CORP /ADV 3,137 0 New Buy 2019-12-31
Apex Investment Services, Inc. 3,133 3,172 1% 2019-12-31
Weaver Consulting Group 3,127 3,591 13% 2019-12-31
Van Hulzen Asset Management, LLC 3,126 2,693 16% 2019-12-31
QCI ASSET MANAGEMENT INC/NY 3,125 3,305 5% 2019-12-31
WealthBridge Capital Management, LLC 3,114 2,859 9% 2019-12-31
Court Place Advisors, LLC 3,086 3,386 9% 2019-12-31
Valeo Financial Advisors, LLC 3,074 2,779 11% 2019-12-31
Franklin, Parlapiano, Turner & Welch, LLC 3,067 3,067 No Change 2019-12-31
Zurcher Kantonalbank (Zurich Cantonalbank) 3,065 3,065 No Change 2019-12-31
CAMPBELL CAPITAL MANAGEMENT INC 3,065 0 New Buy 2019-12-31
Oakworth Capital, Inc. 3,041 3,041 No Change 2019-12-31
Brick & Kyle, Associates 3,039 0 New Buy 2019-12-31
All Terrain Financial Advisors, LLC 3,039 3,138 3% 2019-12-31
Pinnacle Family Advisors, LLC 3,033 3,006 1% 2019-12-31
MCDANIEL TERRY & CO 3,032 3,032 No Change 2019-12-31
SECURITY NATIONAL BANK OF SO DAK 3,027 3,022 0% 2019-12-31
WASHINGTON CAPITAL MANAGEMENT INC 3,012 3,012 No Change 2019-12-31
Lincoln Capital LLC 3,000 3,000 No Change 2019-12-31
Moser Wealth Advisors, LLC 3,000 0 New Buy 2019-12-31
Aurora Investment Managers, LLC. 2,990 0 New Buy 2019-12-31
Poehling Capital Management, LLC 2,974 2,943 1% 2019-12-31
Baltimore-Washington Financial Advisors, Inc. 2,972 2,956 1% 2019-12-31
EPG Wealth Management LLC 2,926 0 New Buy 2019-12-31
Andesa Financial Management Inc. 2,922 2,922 No Change 2019-12-31
SVB Wealth Advisory, Inc. 2,922 0 New Buy 2019-12-31
MONEYWISE, INC. 2,919 0 New Buy 2019-12-31
Shulman DeMeo Asset Management LLC 2,907 2,907 No Change 2019-12-31
WHITE BAY PT LLC 2,900 0 New Buy 2019-12-31
AUA CAPITAL MANAGEMENT, LLC 2,890 2,890 No Change 2019-12-31
Motley Fool Wealth Management, LLC 2,885 3,221 10% 2019-12-31
Butler Wick Trust CO 2,883 2,965 3% 2019-12-31
DIVIDEND GROWTH ADVISORS, LLC 2,872 1,190 141% 2019-12-31
Insight Folios Inc 2,869 0 New Buy 2019-12-31
FRONTIER INVESTMENT MGMT CO 2,847 0 New Buy 2019-12-31
Accredited Investors Inc. 2,841 0 New Buy 2019-12-31
WHITTIER TRUST CO 2,823 2,861 1% 2019-12-31
Foresight Wealth Management, LLC 2,814 4,472 37% 2019-12-31
PARTNERS CAPITAL INVESTMENT GROUP, LLP 2,797 2,768 1% 2019-12-31
PBMares Wealth Management LLC 2,783 0 New Buy 2019-12-31
Summit Financial Wealth Advisors, LLC 2,780 2,688 3% 2019-12-31
GRIMES & COMPANY, INC. 2,762 0 New Buy 2019-12-31
D.B. Root & Company, LLC 2,759 2,383 16% 2019-12-31
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 2,754 2,753 0% 2019-12-31
McAdam, LLC 2,752 2,448 12% 2019-12-31
USA Financial Portformulas Corp 2,698 3,173 15% 2019-12-31
Alhambra Investment Partners LLC 2,696 0 New Buy 2019-12-31
Stratford Consulting, LLC 2,677 2,662 1% 2019-12-31
PagnatoKarp Partners LLC 2,616 2,606 0% 2019-12-31
VALLEY NATIONAL ADVISERS INC 2,613 2,451 7% 2019-12-31
MONECO Advisors, LLC 2,584 2,491 4% 2019-12-31
VisionPoint Advisory Group, LLC 2,579 2,576 0% 2019-12-31
MBE Wealth Management, LLC 2,570 0 New Buy 2019-12-31
COURIER CAPITAL CORP 2,558 2,833 10% 2019-12-31
Institute for Wealth Management, LLC. 2,552 27,912 91% 2019-12-31
TRUE Private Wealth Advisors 2,543 3,005 15% 2019-12-31
ROMAN BUTLER FULLERTON & CO 2,528 2,523 0% 2019-12-31
Linscomb & Williams, Inc. 2,516 0 New Buy 2019-12-31
ATALANTA SOSNOFF CAPITAL, LLC 2,499 2,348 6% 2019-12-31
COOPER/HAIMS ADVISORS, LLC 2,454 2,528 3% 2019-12-31
Interactive Financial Advisors 2,452 68,149 96% 2019-12-31
Johnson Financial Group, Inc. 2,447 2,277 7% 2019-12-31
Sequoia Financial Advisors, LLC 2,424 2,297 6% 2019-12-31
Torch Wealth Management LLC 2,419 2,419 No Change 2019-12-31
Laidlaw Wealth Management LLC 2,415 0 New Buy 2019-12-31
Spearhead Capital Advisors, LLC 2,409 2,391 1% 2019-12-31
Avestar Capital, LLC 2,400 0 New Buy 2019-12-31
Kendall Capital Management 2,400 2,400 No Change 2019-12-31
Tranquility Partners, LLC 2,400 2,400 No Change 2019-12-31
Country Club Trust Company, n.a. 2,399 2,399 No Change 2019-12-31
WETHERBY ASSET MANAGEMENT INC 2,369 22,544 89% 2019-12-31
Stellar Capital Management, LLC 2,351 2,620 10% 2019-12-31
NORTHWEST INVESTMENT COUNSELORS, LLC 2,343 1,906 23% 2019-12-31
OptiFour Integrated Wealth Management, LLC 2,342 2,558 8% 2019-12-31
Jentner Corp 2,313 2,341 1% 2019-12-31
USAdvisors Wealth Management, LLC 2,308 3,311 30% 2019-12-31
INVERNESS COUNSEL INC /NY/ 2,285 2,373 4% 2019-12-31
Unison Advisors LLC 2,270 2,276 0% 2019-12-31
TCG Advisors, LP 2,267 0 New Buy 2019-12-31
Lakeview Capital Partners, LLC 2,262 2,262 No Change 2019-12-31
Watson Rebecca 2,262 0 New Buy 2019-12-31
BTR CAPITAL MANAGEMENT INC 2,254 0 New Buy 2019-12-31
Verity Asset Management, Inc. 2,247 33,999 93% 2019-12-31
Fulton Breakefield Broenniman LLC 2,227 2,189 2% 2019-12-31
AMJ Financial Wealth Management 2,227 0 New Buy 2019-12-31
Holistic Financial Partners 2,225 2,225 No Change 2019-12-31
Element Wealth, LLC 2,195 0 New Buy 2019-12-31
Halbert, Hargrove/Russell LLC 2,193 0 New Buy 2019-12-31
Eukles Asset Management 2,186 4,308 49% 2019-12-31
LCNB CORP 2,177 2,277 4% 2019-12-31
Greenline Partners, LLC 2,166 2,803 23% 2019-12-31
Alley Co LLC 2,160 2,334 7% 2019-12-31
Castle Rock Wealth Management, LLC 2,138 0 New Buy 2019-12-31
Tower View Investment Management & Research LLC 2,091 2,892 28% 2019-12-31
QUATTRO FINANCIAL ADVISORS LLC 2,089 0 New Buy 2019-12-31
Aptus Capital Advisors, LLC 2,048 566 262% 2019-12-31
Capital Bank & Trust Co 2,025 1,747 16% 2019-12-31
Barnett & Company, Inc. 2,000 100 1,900% 2019-12-31
Transamerica Financial Advisors, Inc. 1,934 2,413 20% 2019-12-31
Hanson Investment Management 1,910 1,895 1% 2019-12-31
Bell Rock Capital LLC 1,805 1,781 1% 2019-12-31
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,800 1,800 No Change 2019-12-31
Financial Advisory Service, Inc. 1,784 0 New Buy 2019-12-31
GARLAND CAPITAL MANAGEMENT INC 1,762 1,792 2% 2019-12-31
Blue Chip Partners, Inc. 1,738 1,720 1% 2019-12-31
NVWM, LLC 1,730 1,405 23% 2019-12-31
FIRST MANHATTAN CO 1,705 1,705 No Change 2019-12-31
Founders Capital Management 1,685 1,685 No Change 2019-12-31
Engrave Wealth Partners LLC 1,674 0 New Buy 2019-12-31
MEEDER ASSET MANAGEMENT INC 1,668 965 73% 2019-12-31
KINGS POINT CAPITAL MANAGEMENT 1,653 1,384 19% 2019-12-31
Pacitti Group Inc. 1,652 0 New Buy 2019-12-31
Hanson McClain, Inc. 1,633 1,575 4% 2019-12-31
Stearns Financial Services Group 1,627 1,610 1% 2019-12-31
Coastal Investment Advisors, Inc. 10 2,180 100% 2019-12-31
BELLEVUE ASSET MANAGEMENT, LLC 1,611 0 New Buy 2019-12-31
LIBERTY WEALTH MANAGEMENT LLC 1,559 1,255 24% 2019-12-31
FARMERS & MERCHANTS INVESTMENTS INC 1,516 2,034 25% 2019-12-31
Knights of Columbus Asset Advisors LLC 1,498 0 New Buy 2019-12-31
Argent Advisors, Inc. 1,487 0 New Buy 2019-12-31
Savior LLC 1,444 0 New Buy 2019-12-31
MCF Advisors LLC 1,426 1,426 No Change 2019-12-31
CNB Bank 1,425 1,495 5% 2019-12-31
Baystate Wealth Management LLC 1,402 1,689 17% 2019-12-31
Sowa Financial Group, Inc. 1,394 0 New Buy 2019-12-31
Prime Capital Investment Advisors, LLC 1,388 1,091 27% 2019-12-31
Banque Cantonale Vaudoise 1,388 0 New Buy 2019-12-31
HORIZON BANCORP /IN/ 1,377 0 New Buy 2019-12-31
ADIRONDACK TRUST CO 1,345 565 138% 2019-12-31
Focused Wealth Management, Inc 1,332 1,330 0% 2019-12-31
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,320 0 New Buy 2019-12-31
Farmers & Merchants Trust Co of Chambersburg PA 1,306 1,406 7% 2019-12-31
Community Bank, N.A. 1,304 1,304 No Change 2019-12-31
WEST BANCORPORATION INC 1,296 0 New Buy 2019-12-31
Ambassador Advisors, LLC 1,264 0 New Buy 2019-12-31
Total Clarity Wealth Management, Inc. 1,263 0 New Buy 2019-12-31
Mine & Arao Wealth Creation & Management, LLC. 1,252 0 New Buy 2019-12-31
HawsGoodwin Investment Management LLC 1,251 0 New Buy 2019-12-31
Anfield Capital Management, LLC 1,230 0 New Buy 2019-12-31
D'Orazio & Associates, Inc. 1,154 1,151 0% 2019-12-31
RMR Wealth Builders 1,091 0 New Buy 2019-12-31
ABSOLUTE INVESTMENT MANAGEMENT LLC 1,040 221 371% 2019-12-31
HBC Financial Services, PLLC 993 0 New Buy 2019-12-31
BALDWIN BROTHERS INC/MA 985 985 No Change 2019-12-31
Spectrum Management Group, Inc. 975 975 No Change 2019-12-31
Selective Wealth Management 961 964 0% 2019-12-31
Aberdeen Wealth Management LLC 955 0 New Buy 2019-12-31
Harel Insurance Investments & Financial Services Ltd. 949 949 No Change 2019-12-31
ENTERPRISE FINANCIAL SERVICES CORP 625 845 26% 2019-12-31
BerganKDV Wealth Management, LLC 942 746 26% 2019-12-31
Americana Partners, LLC 920 0 New Buy 2019-12-31
Vigilant Capital Management, LLC 919 919 No Change 2019-12-31
QUANTUM CAPITAL MANAGEMENT 880 2,520 65% 2019-12-31
MARK SHEPTOFF FINANCIAL PLANNING, LLC 874 874 No Change 2019-12-31
Financial Enhancement Group LLC 865 903 4% 2019-12-31
FSA Wealth Management LLC 853 0 New Buy 2019-12-31
Sonora Investment Management, LLC 833 429 94% 2019-12-31
American Research & Management Co. 809 809 No Change 2019-12-31
ARCADIA INVESTMENT MANAGEMENT CORP/MI 805 805 No Change 2019-12-31
Jacobi Capital Management LLC 805 802 0% 2019-12-31
Cascade Investment Advisors, Inc. 799 799 No Change 2019-12-31
Biltmore Family Office, LLC 794 510 56% 2019-12-31
PIN OAK INVESTMENT ADVISORS INC 793 818 3% 2019-12-31
Spence Asset Management 767 706 9% 2019-12-31
VAUGHAN AND COMPANY SECURITIES, INC. 767 0 New Buy 2019-12-31
Knuff & Co LLC 765 765 No Change 2019-12-31
Vectors Research Management, LLC 761 585 30% 2019-12-31
Versant Capital Management, Inc 688 688 No Change 2019-12-31
1776 Wealth LLC 670 0 New Buy 2019-12-31
GSB Wealth Management, LLC 24 2,859 99% 2019-12-31
TFG Advisers LLC 641 0 New Buy 2019-12-31
Center for Financial Planning, Inc. 631 0 New Buy 2019-12-31
STEPHENSON NATIONAL BANK & TRUST 600 0 New Buy 2019-12-31
MANCHESTER FINANCIAL INC 594 0 New Buy 2019-12-31
JNBA Financial Advisors 588 588 No Change 2019-12-31
PROFFITT & GOODSON INC 587 587 No Change 2019-12-31
Lenox Wealth Management, Inc. 572 781 27% 2019-12-31
CABANA LLC 532 0 New Buy 2019-12-31
Clean Yield Group 531 0 New Buy 2019-12-31
Firestone Capital Management 530 0 New Buy 2019-12-31
BIDWELL C M & ASSOCIATES LTD/ 520 520 No Change 2019-12-31
Meridian Wealth Partners, LLC 516 0 New Buy 2019-12-31
Patriot Financial Group Insurance Agency, LLC 514 514 No Change 2019-12-31
Pacer Advisors, Inc. 503 328 53% 2019-12-31
Retirement Network 501 0 New Buy 2019-12-31
GABLES CAPITAL MANAGEMENT INC. 492 492 No Change 2019-12-31
Stonehage Fleming Financial Services Holdings Ltd 481 481 No Change 2019-12-31
REILLY FINANCIAL ADVISORS, LLC 450 450 No Change 2019-12-31
New Potomac Partners, LLC 422 422 No Change 2019-12-31
Cordasco Financial Network 409 409 No Change 2019-12-31
Barrett Asset Management, LLC 400 400 No Change 2019-12-31
HCR Wealth Advisors 394 0 New Buy 2019-12-31
Bogart Wealth, LLC 390 380 3% 2019-12-31
Pacifica Partners Inc. 387 0 New Buy 2019-12-31
HOWE & RUSLING INC 370 745 50% 2019-12-31
CREATIVE FINANCIAL DESIGNS INC /ADV 368 362 2% 2019-12-31
CFM WEALTH PARTNERS LLC 365 0 New Buy 2019-12-31
Armor Investment Advisors, LLC 356 0 New Buy 2019-12-31
Cornerstone Advisors, Inc. 355 355 No Change 2019-12-31
Global Wealth Management Investment Advisory, Inc. 348 348 No Change 2019-12-31
Cribstone Capital Management, LLC 344 604 43% 2019-12-31
Investors Research Corp 321 321 No Change 2019-12-31
Whitnell & Co. 320 320 No Change 2019-12-31
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 306 1,036 70% 2019-12-31
Tradewinds Capital Management, LLC 291 291 No Change 2019-12-31
Stonebridge Financial Planning Group, LLC 278 0 New Buy 2019-12-31
Winch Advisory Services, LLC 264 261 1% 2019-12-31
HALL LAURIE J TRUSTEE 255 0 New Buy 2019-12-31
Winslow, Evans & Crocker, Inc. 250 364 31% 2019-12-31
Prestige Wealth Management Group LLC 250 250 No Change 2019-12-31
Burt Wealth Advisors 243 243 No Change 2019-12-31
BALLAST ADVISORS LLC 236 0 New Buy 2019-12-31
Aspire Private Capital, LLC 234 234 No Change 2019-12-31
RPG Investment Advisory, LLC 233 0 New Buy 2019-12-31
CULLEN FROST BANKERS INC 225 225 No Change 2019-12-31
Capital Asset Advisory Services LLC 220 389,617 100% 2019-12-31
Pflug Koory, LLC 217 214 1% 2019-12-31
TOBIAS FINANCIAL ADVISORS, INC. 212 0 New Buy 2019-12-31
Riggs Asset Managment Co. Inc. 200 0 New Buy 2019-12-31
Rain Capital Management, LLC 191 191 No Change 2019-12-31
Lee Financial CORP 180 295 39% 2019-12-31
Taylor Hoffman Wealth Management 178 178 No Change 2019-12-31
WESTWOOD HOLDINGS GROUP INC 168 0 New Buy 2019-12-31
ISLAY CAPITAL MANAGEMENT, LLC 165 0 New Buy 2019-12-31
THOMPSON SIEGEL & WALMSLEY LLC 158 0 New Buy 2019-12-31
Stonebridge Capital Advisors LLC 152 152 No Change 2019-12-31
ATTICUS WEALTH MANAGEMENT, LLC 150 0 New Buy 2019-12-31
Rocky Mountain Advisers, LLC 118 0 New Buy 2019-12-31
Fusion Family Wealth LLC 115 115 No Change 2019-12-31
Cedar Wealth Management, LLC 114 50 128% 2019-12-31
ATWOOD & PALMER INC 100 100 No Change 2019-12-31
HighMark Wealth Management LLC 100 0 New Buy 2019-12-31
Procyon Private Wealth Partners, LLC 96 0 New Buy 2019-12-31
ROPES WEALTH ADVISORS LLC 85 10,085 99% 2019-12-31
Ironwood Wealth Management, llc 79 79 No Change 2019-12-31
Front Row Advisors LLC 78 78 No Change 2019-12-31
ICW Investment Advisors LLC 75 0 New Buy 2019-12-31
Brand Asset Management Group, Inc. 61 61 No Change 2019-12-31
JJJ Advisors Inc. 56 56 No Change 2019-12-31
Great Diamond Partners, LLC 53 0 New Buy 2019-12-31
Laurel Wealth Advisors LLC 50 50 No Change 2019-12-31
TD Capital Management LLC 46 674 93% 2019-12-31
Gs Investments, Inc. 38 40 5% 2019-12-31
Plante Moran Financial Advisors Ltd Partnership 37 0 New Buy 2019-12-31
Sugarloaf Wealth Management, LLC 36 0 New Buy 2019-12-31
Main Management LLC 26 26 No Change 2019-12-31
OGOREK ANTHONY JOSEPH /NY/ /ADV 20 20 No Change 2019-12-31
Clear Harbor Asset Management, LLC 16 0 New Buy 2019-12-31
Column Capital Advisors, LLC 12 0 New Buy 2019-12-31
JAMES INVESTMENT RESEARCH INC 6 0 New Buy 2019-12-31
Bay Harbor Wealth Management, LLC 2 204 99% 2019-12-31
Keeler THomas Management LLC 1 2,551 100% 2019-12-31
CUTLER INVESTMENT COUNSEL LLC 0 2,222 Sold Out 2019-12-31
RMB Capital Management, LLC 0 19,593 Sold Out 2019-12-31
Mechanics Bank Trust Department 0 61 Sold Out 2019-12-31
M&T BANK CORP 0 944,717 Sold Out 2019-12-31
Geller Family Office Services, LLC 0 3,085 Sold Out 2019-12-31
UNIVEST CORP OF PENNSYLVANIA 0 2,527 Sold Out 2019-12-31
AVALON ADVISORS L P 0 3,144 Sold Out 2019-12-31
SHUFRO ROSE & CO LLC 0 119 Sold Out 2019-12-31
BROWN BROTHERS HARRIMAN & CO 0 2,900 Sold Out 2019-12-31
WEISS CAPITAL LLC 0 5,000 Sold Out 2019-12-31
DSC Advisors, L.P. 0 8,400 Sold Out 2019-12-31
ATHENA CAPITAL ADVISORS LLC 0 22,120 Sold Out 2019-12-31
Clark Capital Management Group, Inc. 0 19,357 Sold Out 2019-12-31
Hilton Capital Management, LLC 0 85 Sold Out 2019-12-31
Capital Wealth Planning, LLC 0 2,223 Sold Out 2019-12-31
Merriman Wealth Management, LLC 0 76,278 Sold Out 2019-12-31
Mirae Asset Global Investments Co., Ltd. 0 54,460 Sold Out 2019-12-31
Edgestream Partners, L.P. 0 3,456 Sold Out 2019-12-31
Astor Investment Management LLC 0 1,205 Sold Out 2019-12-31
Compagnie Lombard, Odier SCA 0 250 Sold Out 2019-12-31
Barry Investment Advisors, LLC 0 3,882 Sold Out 2019-12-31
Paracle Advisors, LLC 0 5,133 Sold Out 2019-12-31
Stuart Chaussee & Associates, Inc. 0 5,150 Sold Out 2019-12-31
Russell Investments Group, Ltd. 0 149,442 Sold Out 2019-12-31
Mountain Capital Investment Advisors, Inc 0 2,827 Sold Out 2019-12-31
KCS Wealth Advisory 0 2,200 Sold Out 2019-12-31
Claraphi Advisory Network, LLC 0 358 Sold Out 2019-12-31
CenterStar Asset Management, LLC 0 1,600 Sold Out 2019-12-31
Bigelow Investment Advisors, LLC 0 2,168 Sold Out 2019-12-31
Summit Trail Advisors, LLC 0 7,399 Sold Out 2019-12-31
Abacus Planning Group, Inc. 0 2,641 Sold Out 2019-12-31
Strategic Wealth Partners, Ltd. 0 400 Sold Out 2019-12-31
WHITENER CAPITAL MANAGEMENT, INC. 0 1,003 Sold Out 2019-12-31
Rice Partnership, LLC 0 879 Sold Out 2019-12-31
Quad-Cities Investment Group, LLC 0 205 Sold Out 2019-12-31
Truvestments Capital LLC 0 65 Sold Out 2019-12-31
Private Wealth Group, LLC 0 4,774 Sold Out 2019-12-31
ELEMENT POINTE ADVISORS, LLC 0 11,771 Sold Out 2019-12-31
Executive Wealth Management, LLC 0 1,789 Sold Out 2019-12-31
Vestmark Advisory Solutions, Inc. 0 2,234 Sold Out 2019-12-31
GeoWealth Management, LLC 0 121,318 Sold Out 2019-12-31
BRIDGER CAPITAL MANAGEMENT, LLC 0 130 Sold Out 2019-12-31
EVOKE WEALTH, LLC 0 71,014 Sold Out 2019-12-31
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