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STOCK TICKER:
VANGUARD VALUE ETF   (ticker: VTV)
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
TIAA, FSB 0 6,128,214 Sold Out 2020-12-31
MEMBERS Trust Co 2,622,735 2,587,402 1% 2020-12-31
MISSION WEALTH MANAGEMENT, LLC 949,264 807,164 18% 2020-12-31
Foster Group, Inc. 789,564 0 New Buy 2020-12-31
STEPHENS GROUP ASSET MANAGEMENT, LLC 628,590 621,827 1% 2020-12-31
Brickley Wealth Management 438,203 431,790 1% 2020-12-31
Baystate Wealth Management LLC 419,172 450,924 7% 2020-12-31
Kestra Advisory Services, LLC 406,063 300,114 35% 2020-12-31
Sowell Financial Services LLC 314,335 304,923 3% 2020-12-31
Hefren-Tillotson, Inc. 267,106 219,034 22% 2020-12-31
Janney Montgomery Scott LLC 254,653 187,625 36% 2020-12-31
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 214,114 213,525 0% 2020-12-31
Sage Advisory Services, Ltd.Co. 213,060 211,081 1% 2020-12-31
TL Private Wealth 211,915 207,426 2% 2020-12-31
TOTAL INVESTMENT MANAGEMENT INC 209,753 206,962 1% 2020-12-31
Carlson Capital Management 193,830 197,969 2% 2020-12-31
H D Vest Advisory Services 185,070 433,628 57% 2020-12-31
TRUEFG, LLC 178,219 174,014 2% 2020-12-31
Platte River Wealth Advisors, LLC 175,407 114,453 53% 2020-12-31
FORTE CAPITAL LLC /ADV 173,154 129,603 34% 2020-12-31
NWAM LLC 156,395 154,599 1% 2020-12-31
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 151,273 147,007 3% 2020-12-31
Nachman Norwood & Parrott, Inc 146,066 110,577 32% 2020-12-31
Miracle Mile Advisors, LLC 141,724 143,350 1% 2020-12-31
DROMS STRAUSS ADVISORS INC /MO/ /ADV 126,162 0 New Buy 2020-12-31
Brookstone Capital Management 118,266 95,102 24% 2020-12-31
Archford Capital Strategies, LLC 110,220 106,816 3% 2020-12-31
Pure Financial Advisors, Inc. 106,501 107,952 1% 2020-12-31
DAVENPORT & CO LLC 96,085 91,408 5% 2020-12-31
Wealth Alliance Advisory Group, LLC 92,770 105,639 12% 2020-12-31
CREATIVE FINANCIAL DESIGNS INC /ADV 87,667 87,637 0% 2020-12-31
MARINO, STRAM & ASSOCIATES LLC 84,911 81,254 5% 2020-12-31
Taylor, Cottrill, Erickson & Associates, Inc. 76,661 73,661 4% 2020-12-31
FIRST UNITED BANK TRUST/ 75,569 66,709 13% 2020-12-31
SOL Capital Management CO 68,974 59,257 16% 2020-12-31
Unison Advisors LLC 68,118 61,202 11% 2020-12-31
QUATTRO FINANCIAL ADVISORS LLC 63,496 0 New Buy 2020-12-31
Strategic Investment Advisors / MI 63,018 56,116 12% 2020-12-31
Manning & Napier Group, LLC 61,188 59,556 3% 2020-12-31
LAKE STREET FINANCIAL LLC 57,236 58,674 2% 2020-12-31
Elm Partners Management LLC 56,520 45,654 24% 2020-12-31
Global Retirement Partners, LLC 56,337 59,749 6% 2020-12-31
TPG Financial Advisors, LLC 53,550 46,401 15% 2020-12-31
N.E.W. Advisory Services LLC 52,822 66,214 20% 2020-12-31
Cypress Wealth Services, LLC 46,944 27,511 71% 2020-12-31
BLB&B Advisors, LLC 46,865 7,008 569% 2020-12-31
PBWM Holdings, LLC 43,310 43,544 1% 2020-12-31
CENTAURUS FINANCIAL, INC. 42,017 13,818 204% 2020-12-31
Deane Retirement Strategies, Inc. 40,977 0 New Buy 2020-12-31
ProVise Management Group, LLC 39,837 39,837 No Change 2020-12-31
Silverleafe Capital Partners, LLC 38,889 0 New Buy 2020-12-31
Clarius Group, LLC 34,886 37,954 8% 2020-12-31
PARK AVENUE SECURITIES LLC 33,552 34,476 3% 2020-12-31
Traverso Chambers Private Wealth Management, LLC 32,919 37,582 12% 2020-12-31
Benchmark Wealth Management, LLC 32,698 34,256 5% 2020-12-31
MA Private Wealth 32,411 41,312 22% 2020-12-31
We Are One Seven, LLC 31,779 22,767 40% 2020-12-31
CUTLER INVESTMENT COUNSEL LLC 31,498 31,019 2% 2020-12-31
IFP Advisors, Inc 31,370 0 New Buy 2020-12-31
HUNTINGTON NATIONAL BANK 29,033 27,521 5% 2020-12-31
Johanson Financial Advisors, Inc. 28,568 28,189 1% 2020-12-31
SAWGRASS ASSET MANAGEMENT LLC 28,425 28,425 No Change 2020-12-31
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 27,793 30,667 9% 2020-12-31
Stewardship Financial Advisors, LLC 27,412 26,630 3% 2020-12-31
Zhang Financial LLC 27,276 23,687 15% 2020-12-31
Ballentine, Finn & Company, Inc. 26,592 26,607 0% 2020-12-31
First Financial Bank, N.A. - Trust Division 26,315 26,426 0% 2020-12-31
Kovack Advisors, Inc. 25,382 24,495 4% 2020-12-31
Atlas Brown,Inc. 24,836 25,197 1% 2020-12-31
SlateStone Wealth, LLC 24,476 25,587 4% 2020-12-31
KESTRA PRIVATE WEALTH SERVICES, LLC 23,520 0 New Buy 2020-12-31
ECLECTIC ASSOCIATES INC /ADV 22,878 0 New Buy 2020-12-31
Benchmark Financial Wealth Advisors, LLC 21,630 22,850 5% 2020-12-31
Hurlow Wealth Management Group, Inc. 21,256 21,614 2% 2020-12-31
Evanson Asset Management, LLC 20,607 19,075 8% 2020-12-31
TAP Consulting, LLC 19,696 19,786 0% 2020-12-31
SHEETS SMITH & ASSOCIATES INC 18,637 18,637 No Change 2020-12-31
OLD NATIONAL BANCORP /IN/ 18,037 22,683 20% 2020-12-31
Newport Wealth Strategies, Inc. 17,405 17,405 No Change 2020-12-31
CHESLEY TAFT & ASSOCIATES LLC/IL 17,277 7,217 139% 2020-12-31
MONECO Advisors, LLC 16,690 16,705 0% 2020-12-31
Carroll Financial Associates, Inc. 15,021 13,822 9% 2020-12-31
RAYMOND JAMES TRUST CO 13,277 10,024 32% 2020-12-31
Stonehearth Capital Management, LLC 12,618 11,436 10% 2020-12-31
Leonard Rickey Investment Advisors P.L.L.C. 11,580 11,131 4% 2020-12-31
LexAurum Advisors, LLC 11,408 11,555 1% 2020-12-31
Cutler Group LP 0 700 Sold Out 2020-12-31
Hubbell Strickland Wealth Management, LLC 10,464 10,227 2% 2020-12-31
DT Investment Partners, LLC 10,411 10,411 No Change 2020-12-31
BCS Wealth Management 10,145 10,145 No Change 2020-12-31
Newman & Schimel, LLC 9,352 0 New Buy 2020-12-31
Relaxing Retirement Coach 9,175 36,752 75% 2020-12-31
LifeSteps Financial, Inc. 9,132 9,288 2% 2020-12-31
VIVID FINANCIAL MANAGEMENT, INC. 9,056 0 New Buy 2020-12-31
Diversified Trust Co 8,835 0 New Buy 2020-12-31
PACIFIC FINANCIAL GROUP INC 8,323 48,205 83% 2020-12-31
Aurora Private Wealth, Inc. 8,306 8,484 2% 2020-12-31
Bristlecone Advisors, LLC 7,671 6,468 19% 2020-12-31
Meridian Wealth Management, LLC 7,506 9,595 22% 2020-12-31
Northstar Advisory Group, LLC 7,506 0 New Buy 2020-12-31
Trust Co 7,500 7,500 No Change 2020-12-31
Kohmann Bosshard Financial Services, LLC 7,328 0 New Buy 2020-12-31
Larson Financial Group LLC 7,250 7,697 6% 2020-12-31
APCM Wealth Management for Individuals 7,219 7,482 4% 2020-12-31
Sage Mountain Advisors LLC 6,875 0 New Buy 2020-12-31
Single Point Partners, LLC 6,838 0 New Buy 2020-12-31
WAGNER CAPITAL MANAGEMENT CORP 6,504 6,286 3% 2020-12-31
WALLER FINANCIAL PLANNING GROUP, INC 6,290 6,728 7% 2020-12-31
Alpine Investment Management, LLC 6,095 5,370 14% 2020-12-31
Wealthstreet Investment Advisors, LLC 415 0 New Buy 2020-12-31
Global Trust Asset Management, LLC 6,057 5,822 4% 2020-12-31
Bath Savings Trust Co 5,846 4,256 37% 2020-12-31
Integrys Wealth Advisors LLC 5,689 5,613 1% 2020-12-31
CALTON & ASSOCIATES, INC. 5,532 8,039 31% 2020-12-31
Comprehensive Portfolio Management, LLC 5,410 4,683 16% 2020-12-31
Patriot Financial Group Insurance Agency, LLC 5,266 4,479 18% 2020-12-31
BKD Wealth Advisors, LLC 5,209 0 New Buy 2020-12-31
BURNS J W & CO INC/NY 5,000 0 New Buy 2020-12-31
Capital Investment Advisors, LLC 4,803 5,087 6% 2020-12-31
BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,644 4,879 5% 2020-12-31
Tri-Star Advisors Inc. 4,605 4,700 2% 2020-12-31
PBMares Wealth Management LLC 4,596 3,171 45% 2020-12-31
Affiance Financial, LLC 4,449 4,449 No Change 2020-12-31
TCI Wealth Advisors, Inc. 4,391 4,351 1% 2020-12-31
Pinnacle Bank 4,330 3,492 24% 2020-12-31
Allred Capital Management, LLC 4,237 4,273 1% 2020-12-31
SPRENG CAPITAL MANAGEMENT, INC. 4,070 4,070 No Change 2020-12-31
MADDEN SECURITIES Corp 4,069 4,469 9% 2020-12-31
Detalus Advisors, LLC 3,998 4,028 1% 2020-12-31
Triangle Securities Wealth Management 3,923 3,873 1% 2020-12-31
Bremer Bank National Association 3,865 3,865 No Change 2020-12-31
GenWealth Group, Inc. 3,817 2,598 47% 2020-12-31
Investors Financial Group, LLC 3,764 2,867 31% 2020-12-31
WoodTrust Financial Corp 3,725 3,628 3% 2020-12-31
Lincoln Capital LLC 3,691 3,359 10% 2020-12-31
Gradient Capital Advisors, LLC 3,653 3,526 4% 2020-12-31
V Wealth Management,LLC 61 0 New Buy 2020-12-31
Legacy Private Trust Co. 3,545 3,265 9% 2020-12-31
Capital Investment Advisory Services, LLC 3,504 3,970 12% 2020-12-31
LWS Wealth Advisors, Inc. 3,450 3,450 No Change 2020-12-31
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 3,360 0 New Buy 2020-12-31
JNBA Financial Advisors 3,340 3,294 1% 2020-12-31
DIVIDEND GROWTH ADVISORS, LLC 3,240 3,939 18% 2020-12-31
Mathes Company, Inc. 3,066 3,112 1% 2020-12-31
Apexium Financial, LP 3,011 3,011 No Change 2020-12-31
Enterprise Bank & Trust Co 2,836 2,986 5% 2020-12-31
TRUE Private Wealth Advisors 2,793 3,026 8% 2020-12-31
FWL INVESTMENT MANAGEMENT, LLC 2,639 0 New Buy 2020-12-31
ROTHSCHILD INVESTMENT CORP /IL 2,586 0 New Buy 2020-12-31
Livingston Group Asset Management CO (operating as Southport Capital Management) 2,501 3,497 28% 2020-12-31
Iron Horse Wealth Management, LLC 2,480 0 New Buy 2020-12-31
First National Bank of Mount Dora, Trust Investment Services 2,408 2,408 No Change 2020-12-31
Aevitas Wealth Management, Inc. 2,397 2,390 0% 2020-12-31
Acropolis Investment Management, LLC 2,364 2,389 1% 2020-12-31
WEBSTER BANK, N. A. 2,335 0 New Buy 2020-12-31
Ellis Investment Partners, LLC 2,333 2,317 1% 2020-12-31
Perennial Investment Advisors, LLC 2,226 1,925 16% 2020-12-31
Red Door Wealth Management, LLC 2,214 2,214 No Change 2020-12-31
BOENNING & SCATTERGOOD, INC. 2,179 2,178 0% 2020-12-31
Bogart Wealth, LLC 2,152 2,147 0% 2020-12-31
Filbrandt Wealth Management, LLC 2,150 2,150 No Change 2020-12-31
Brio Consultants, LLC 2,006 31,540 94% 2020-12-31
HT Partners LLC 1,968 1,968 No Change 2020-12-31
TNB Financial 1,925 2,965 35% 2020-12-31
IMS Capital Management 1,880 0 New Buy 2020-12-31
RNC CAPITAL MANAGEMENT LLC 1,866 0 New Buy 2020-12-31
GOFEN & GLOSSBERG LLC /IL/ 1,791 0 New Buy 2020-12-31
TrueWealth Advisors, LLC 1,744 0 New Buy 2020-12-31
Ullmann Financial Group, Inc. 1,743 0 New Buy 2020-12-31
YorkBridge Wealth Partners, LLC 1,721 0 New Buy 2020-12-31
FULTON BANK, N.A. 1,690 0 New Buy 2020-12-31
Carlton Hofferkamp & Jenks Wealth Management, LLC 1,673 0 New Buy 2020-12-31
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,510 0 New Buy 2020-12-31
Sterling Investment Advisors, Ltd. 1,162 1,162 No Change 2020-12-31
North Star Investment Management Corp. 1,155 1,155 No Change 2020-12-31
Marquette Asset Management Inc. 998 998 No Change 2020-12-31
Ayalon Holdings Ltd. 916 187 390% 2020-12-31
Retirement Network 865 401 116% 2020-12-31
TSFG, LLC 772 772 No Change 2020-12-31
Selective Wealth Management 607 605 0% 2020-12-31
Pacifica Partners Inc. 586 546 7% 2020-12-31
Bartlett & Co. LLC 579 0 New Buy 2020-12-31
Lehman & Derafelo Financial Resources LLC 514 514 No Change 2020-12-31
Interactive Financial Advisors 445 806 45% 2020-12-31
Lowe fs, LLC 412 412 No Change 2020-12-31
Norway Savings Bank 387 387 No Change 2020-12-31
Holloway Wealth Management, LLC 0 363 Sold Out 2020-12-31
Sonora Investment Management, LLC 310 410 24% 2020-12-31
AMERICAN NATIONAL BANK 300 300 No Change 2020-12-31
Gradient Investments LLC 257 257 No Change 2020-12-31
FARMERS & MERCHANTS INVESTMENTS INC 222 1,581 86% 2020-12-31
Professional Financial Advisors, LLC 214 212 1% 2020-12-31
Intelligence Driven Advisers, LLC 205 203,402 100% 2020-12-31
HOEY INVESTMENTS, INC 164 0 New Buy 2020-12-31
Sowa Financial Group, Inc. 163 163 No Change 2020-12-31
John W. Brooker & Co., CPAs 136 65 109% 2020-12-31
First PREMIER Bank 130 0 New Buy 2020-12-31
M&R CAPITAL MANAGEMENT INC 124 124 No Change 2020-12-31
Centerpoint Advisors, LLC 124 124 No Change 2020-12-31
BALDWIN BROTHERS INC/MA 112 112 No Change 2020-12-31
PEOPLES FINANCIAL SERVICES CORP. 100 0 New Buy 2020-12-31
Lenox Wealth Advisors, Inc. 67 67 No Change 2020-12-31
Crescent Capital Consulting, LLC 65 0 New Buy 2020-12-31
Edge Wealth Management LLC 52 52 No Change 2020-12-31
ATTICUS WEALTH MANAGEMENT, LLC 52 0 New Buy 2020-12-31
Pflug Koory, LLC 40 40 No Change 2020-12-31
CX Institutional 30 30 No Change 2020-12-31
Clearview Wealth Advisors LLC 28 0 New Buy 2020-12-31
OGOREK ANTHONY JOSEPH /NY/ /ADV 20 20 No Change 2020-12-31
First Command Bank 11 0 New Buy 2020-12-31
First Command Financial Services, Inc. 11 0 New Buy 2020-12-31
PROFFITT & GOODSON INC 0 173 Sold Out 2020-12-31
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 0 225 Sold Out 2020-12-31
CITY HOLDING CO 0 230 Sold Out 2020-12-31
O'Brien Wealth Partners LLC 0 2,589 Sold Out 2020-12-31
Winthrop Advisory Group LLC 0 2,325 Sold Out 2020-12-31
Blue Zone Wealth Advisors, LLC 0 4,363 Sold Out 2020-12-31
JONES FINANCIAL COMPANIES LLLP 0 75,788,313 Sold Out 2020-09-30
BANK OF AMERICA CORP /DE/ 75,701,316 73,563,560 3% 2020-09-30
MORGAN STANLEY 18,598,691 18,033,053 3% 2020-09-30
ENVESTNET ASSET MANAGEMENT INC 18,233,150 18,219,531 0% 2020-09-30
UBS Group AG 0 15,576,548 Sold Out 2020-09-30
Betterment LLC 10,255,289 9,739,354 5% 2020-09-30
FMR LLC 0 6,564,195 Sold Out 2020-09-30
LPL Financial CORP 5,117,970 5,037,144 2% 2020-09-30
DAVIDSON D A & CO 5,058,394 4,957,691 2% 2020-09-30
Amerivest Investment Management LLC 4,293,181 4,290,361 0% 2020-09-30
WELLS FARGO & CO/MN 4,169,543 3,966,268 5% 2020-09-30
AMERIPRISE FINANCIAL INC 3,652,613 3,868,713 6% 2020-09-30
UNITED CAPITAL FINANCIAL ADVISERS,INC. 3,562,611 3,364,002 6% 2020-09-30
ETRADE Capital Management LLC 149 61 144% 2020-09-30
ROYAL BANK OF CANADA 2,682,636 2,369,132 13% 2020-09-30
SEI INVESTMENTS CO 2,433,419 2,366,984 3% 2020-09-30
SCS Capital Management LLC 2,339,455 1,621,664 44% 2020-09-30
EP Wealth Advisors, Inc. 2,223,893 3,078,587 28% 2020-09-30
ING INVESTMENT MANAGEMENT LLC 2,153,688 2,113,189 2% 2020-09-30
MACKENZIE FINANCIAL CORP 2,126,600 2,487,600 15% 2020-09-30
Bank of New York Mellon CORP 2,011,757 2,029,478 1% 2020-09-30
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 1,859,780 1,602,415 16% 2020-09-30
GOLDMAN SACHS GROUP INC 12,989 12,989 No Change 2020-09-30
COMMONWEALTH EQUITY SERVICES, LLC. 1,725,244 1,749,332 1% 2020-09-30
CBIZ Investment Advisory Services, LLC 1,495,558 1,417,125 6% 2020-09-30
BB&T CORP 1,331,553 1,277,949 4% 2020-09-30
Baird Financial Group, Inc. 1,761 1,761 No Change 2020-09-30
RAYMOND JAMES & ASSOCIATES 1,147,390 1,089,221 5% 2020-09-30
Morningstar Investment Services, Inc. 1,104,445 1,260,415 12% 2020-09-30
Mariner Wealth Advisors, LLC 1,050,473 1,285,215 18% 2020-09-30
Raymond James Financial Services Advisors, Inc. 1,045,547 882,156 19% 2020-09-30
VISTA CAPITAL PARTNERS, INC. 1,039,300 1,040,637 0% 2020-09-30
MATHER GROUP, INC. 880,578 861,188 2% 2020-09-30
RSM US WEALTH MANAGEMENT LLC 840,634 739,792 14% 2020-09-30
Equitable Holdings, Inc. 0 407,742 Sold Out 2020-09-30
Garde Capital, Inc. 803,506 708,970 13% 2020-09-30
Permanens Capital L.P. 797,882 721,723 11% 2020-09-30
Elo Mutual Pension Insurance Co 784,600 0 New Buy 2020-09-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 761,715 738,959 3% 2020-09-30
Waldron, LP 744,049 724,881 3% 2020-09-30
MML INVESTORS SERVICES, LLC 735,159 0 New Buy 2020-09-30
MANUFACTURERES LIFE INSURANCE CO 731,913 684,777 7% 2020-09-30
Private Advisor Group, LLC 699,430 717,850 3% 2020-09-30
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 667,976 611,955 9% 2020-09-30
STIFEL FINANCIAL CORP 564 564 No Change 2020-09-30
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 558,706 452,134 24% 2020-09-30
J P MORGAN CHASE & CO 550,462 516,736 7% 2020-09-30
Independence Advisors, LLC 548,263 524,465 5% 2020-09-30
BANK OF HAWAII 540,650 557,385 3% 2020-09-30
MERCER GLOBAL ADVISORS INC /ADV 503,983 470,143 7% 2020-09-30
Money Design Co.,Ltd. 493,332 375,288 31% 2020-09-30
PrairieView Partners, LLC 487,181 468,895 4% 2020-09-30
HighTower Advisors, LLC 462,815 461,750 0% 2020-09-30
Clear Creek Financial Management, LLC 447,966 7,260 6,070% 2020-09-30
ZEKE CAPITAL ADVISORS, LLC 432,534 436,046 1% 2020-09-30
Orion Portfolio Solutions, LLC 427,861 416,527 3% 2020-09-30
Peninsula Wealth, LLC 423,115 420,901 1% 2020-09-30
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 411,907 414,184 1% 2020-09-30
BANK OF NOVA SCOTIA / 400,000 0 New Buy 2020-09-30
Cable Hill Partners, LLC 381,548 377,678 1% 2020-09-30
3D ASSET MANAGEMENT INC 373,037 367,624 1% 2020-09-30
Focused Wealth Management, Inc 370,970 360,676 3% 2020-09-30
Relative Value Partners Group, LLC 350,670 179,924 95% 2020-09-30
BLAIR WILLIAM & CO/IL 332,086 358,081 7% 2020-09-30
SAGE FINANCIAL GROUP INC 328,659 313,449 5% 2020-09-30
STATE STREET CORP 325,356 322,815 1% 2020-09-30
OXFORD FINANCIAL GROUP LTD 323,895 338,069 4% 2020-09-30
Nadler Financial Group, Inc. 315,379 309,250 2% 2020-09-30
FIFTH THIRD BANCORP 311,854 314,691 1% 2020-09-30
Pasadena Private Wealth, LLC 301,997 302,100 0% 2020-09-30
Hirtle Callaghan & Co Inc 294,526 351,821 16% 2020-09-30
US BANCORP DE 289,032 257,269 12% 2020-09-30
Change Path, LLC 151 151 No Change 2020-09-30
WOODMONT INVESTMENT COUNSEL LLC 278,080 271,286 3% 2020-09-30
ALPS ADVISERS INC 277,768 241,258 15% 2020-09-30
Blue Edge Capital, LLC 269,890 0 New Buy 2020-09-30
Private Capital Group, LLC 268,211 255,169 5% 2020-09-30
Financial Advisors Network, Inc. 265,979 260,848 2% 2020-09-30
DERBY & COMPANY, INC 265,438 261,384 2% 2020-09-30
CONDOR CAPITAL MANAGEMENT 263,348 262,893 0% 2020-09-30
Milestone Group, Inc. 263,121 139,372 89% 2020-09-30
ROOSEVELT INVESTMENT GROUP INC 251,571 251,410 0% 2020-09-30
Pathway Financial Advisors LLC 244,409 217,927 12% 2020-09-30
Financial Network 240,754 228,567 5% 2020-09-30
ATRIA INVESTMENTS LLC 238,428 0 New Buy 2020-09-30
Creative Planning 0 210,693 Sold Out 2020-09-30
TRUSTCORE FINANCIAL SERVICES, LLC 234,472 145,894 61% 2020-09-30
Burns Wealth Management, Inc. 228,920 212,796 8% 2020-09-30
CITIGROUP INC 226,122 229,877 2% 2020-09-30
Voya Financial Advisors, Inc. 224,287 218,600 3% 2020-09-30
AdvicePeriod, LLC 223,983 194,853 15% 2020-09-30
Susquehanna International Group, LLP 223,300 272,518 18% 2020-09-30
AE Wealth Management LLC 214,790 129,183 66% 2020-09-30
DUBUQUE BANK & TRUST CO 210,115 184,190 14% 2020-09-30
Cetera Investment Advisers 209,831 199,584 5% 2020-09-30
FIRST AMERICAN TRUST CO 205,730 218,222 6% 2020-09-30
Total Wealth Planning, LLC 203,917 201,319 1% 2020-09-30
Jacobsen Capital Management 200,980 215,783 7% 2020-09-30
THRIVENT FINANCIAL FOR LUTHERANS 56,873 11,364 400% 2020-09-30
Empirical Financial Services, LLC 198,380 186,113 7% 2020-09-30
Heartwood Wealth Advisors LLC 196,457 196,777 0% 2020-09-30
National Asset Management, Inc. 195,891 166,575 18% 2020-09-30
TWO SIGMA INVESTMENTS LLC 195,100 62,400 213% 2020-09-30
MONETA GROUP INVESTMENT ADVISORS INC 191,541 190,632 0% 2020-09-30
Capital Financial Planning, LLC 190,942 190,336 0% 2020-09-30
GLENMEDE TRUST CO NA 188,921 192,518 2% 2020-09-30
COURIER CAPITAL CORP 185,232 182,601 1% 2020-09-30
Ellevest, Inc. 0 136,115 Sold Out 2020-09-30
Wealth Architects, LLC 166,371 156,793 6% 2020-09-30
Symmetry Partner, LLC 166,205 170,042 2% 2020-09-30
Goss Wealth Management LLC 165,425 185,129 11% 2020-09-30
Modera Wealth Management, LLC 165,176 184,688 11% 2020-09-30
Sawtooth Asset Management, Inc. 159,336 81,813 95% 2020-09-30
Buckingham Asset Management, LLC 158,738 173,222 8% 2020-09-30
PFS INVESTMENTS INC. 158,669 81,241 95% 2020-09-30
Visionary Wealth Advisors 158,152 126,932 25% 2020-09-30
Private Portfolio Partners LLC 157,855 142,881 10% 2020-09-30
SIGNATUREFD, LLC 157,644 149,184 6% 2020-09-30
Warren Averett Asset Management, LLC 154,952 149,779 3% 2020-09-30
TD Capital Management LLC 153,978 154,797 1% 2020-09-30
Affinity Capital Advisors, LLC 152,110 133,726 14% 2020-09-30
QUEST INVESTMENT MANAGEMENT INC/OR 146,936 44,418 231% 2020-09-30
Mosaic Family Wealth, LLC 146,791 133,156 10% 2020-09-30
FDx Advisors, Inc. 145,962 102,034 43% 2020-09-30
EVERGREEN CAPITAL MANAGEMENT LLC 141,751 143,325 1% 2020-09-30
BANK OF MONTREAL /CAN/ 138,344 122,341 13% 2020-09-30
Stratos Wealth Partners, LTD. 133,919 126,230 6% 2020-09-30
SRS Capital Advisors, Inc. 133,644 150,450 11% 2020-09-30
CAPITAL WEALTH MANAGEMENT, LLC 133,107 139,812 5% 2020-09-30
Baltimore-Washington Financial Advisors, Inc. 131,464 141,571 7% 2020-09-30
FRANKLIN RESOURCES INC 129,199 65,734 97% 2020-09-30
Bay Harbor Wealth Management, LLC 128,677 127,905 1% 2020-09-30
Altium Wealth Management LLC 126,628 124,725 2% 2020-09-30
PARTNERS CAPITAL INVESTMENT GROUP, LLP 122,174 103,527 18% 2020-09-30
Steward Partners Investment Advisory, LLC 119,938 0 New Buy 2020-09-30
Koshinski Asset Management, Inc. 118,865 93,308 27% 2020-09-30
STEPHENS INC /AR/ 116,597 114,082 2% 2020-09-30
One Charles Private Wealth Services, LLC 116,057 159,796 27% 2020-09-30
CITIZENS FINANCIAL GROUP INC/RI 0 31,250 Sold Out 2020-09-30
Windham Capital Management, LLC 113,695 120,315 6% 2020-09-30
COLDSTREAM CAPITAL MANAGEMENT INC 112,988 114,517 1% 2020-09-30
Bishop & Co Investment Management, LLC 111,933 111,226 1% 2020-09-30
M Holdings Securities, Inc. 107,439 94,215 14% 2020-09-30
American Investment Services, Inc. 106,613 104,362 2% 2020-09-30
Gleason Group, Inc. 103,811 105,496 2% 2020-09-30
Towerpoint Wealth, LLC 99,778 96,744 3% 2020-09-30
Tillar-Wenstrup Advisors, LLC 99,491 96,959 3% 2020-09-30
PROEQUITIES, INC. 98,707 95,147 4% 2020-09-30
Foster Victor Wealth Advisors, LLC 96,650 78,709 23% 2020-09-30
Opus Capital Group, LLC 96,555 99,949 3% 2020-09-30
Cranbrook Wealth Management, LLC 96,261 101,359 5% 2020-09-30
Truadvice, LLC 93,677 0 New Buy 2020-09-30
Financial Advocates Investment Management 92,735 86,841 7% 2020-09-30
M&T BANK CORP 90,387 83,919 8% 2020-09-30
MANAGED ACCOUNT SERVICES INC 90,317 88,290 2% 2020-09-30
Coyle Financial Counsel, Inc. 89,944 88,573 2% 2020-09-30
Bragg Financial Advisors, Inc 89,013 85,703 4% 2020-09-30
BERRY GROUP, LLC 86,741 56,788 53% 2020-09-30
STALEY CAPITAL ADVISERS INC 84,597 82,952 2% 2020-09-30
F3Logic, LLC 83,703 89,421 6% 2020-09-30
Aspire Private Capital, LLC 83,609 80,492 4% 2020-09-30
Global Strategic Investment Solutions, LLC 82,829 81,077 2% 2020-09-30
LINCOLN NATIONAL CORP 0 71,983 Sold Out 2020-09-30
Massey, Quick & Co., LLC 82,083 83,605 2% 2020-09-30
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 80,684 66,049 22% 2020-09-30
HPM Partners LLC 79,423 84,645 6% 2020-09-30
COMERICA SECURITIES,INC. 79,403 75,687 5% 2020-09-30
Ackerman Capital Advisors, LLC 0 231,545 Sold Out 2020-09-30
White Lighthouse Investment Management Inc. 78,181 71,165 10% 2020-09-30
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 77,428 0 New Buy 2020-09-30
Apollon Wealth Management, LLC 75,013 74,629 1% 2020-09-30
Evolution Wealth Advisors, LLC 74,047 56,282 32% 2020-09-30
Personal Resources Investment & Strategic Management, Inc. 73,361 117,022 37% 2020-09-30
SVA Plumb Wealth Management, LLC 73,325 75,253 3% 2020-09-30
Cornerstone Wealth Management, LLC 73,188 70,705 4% 2020-09-30
Keystone Financial Group 73,127 75,533 3% 2020-09-30
NICOLET ADVISORY SERVICES, LLC 72,105 74,856 4% 2020-09-30
Beacon Pointe Advisors, LLC 70,459 53,611 31% 2020-09-30
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 69,872 68,373 2% 2020-09-30
Mirae Asset Global Investments Co., Ltd. 69,870 155,300 55% 2020-09-30
J.W. COLE ADVISORS, INC. 68,679 84,545 19% 2020-09-30
Private Wealth Advisors, LLC 67,090 69,313 3% 2020-09-30
Wellspring Financial Advisors, LLC 64,303 65,530 2% 2020-09-30
Asset Planning Services, Ltd. 63,857 65,167 2% 2020-09-30
PRW Wealth Management LLC 63,830 52,134 22% 2020-09-30
Semmax Financial Advisors Inc. 63,081 65,790 4% 2020-09-30
Regent Peak Wealth Advisors LLC 62,402 62,968 1% 2020-09-30
Berman Capital Advisors, LLC 62,126 65,622 5% 2020-09-30
Aurum Wealth Management Group, LLC 62,119 70,500 12% 2020-09-30
PLANNING ALTERNATIVES LTD /ADV 61,299 62,219 1% 2020-09-30
Sigma Planning Corp 60,724 58,061 5% 2020-09-30
Chicago Partners Investment Group LLC 60,206 65,062 7% 2020-09-30
BTC Capital Management, Inc. 59,732 59,899 0% 2020-09-30
Bedell Investment Counselling 59,268 60,872 3% 2020-09-30
BESSEMER GROUP INC 57,738 60,773 5% 2020-09-30
Hexagon Capital Partners LLC 57,636 0 New Buy 2020-09-30
MARSHALL FINANCIAL GROUP INC /ADV 57,470 46,259 24% 2020-09-30
ALLIANCEBERNSTEIN L.P. 57,297 56,591 1% 2020-09-30
GIRARD PARTNERS LTD. 57,250 58,491 2% 2020-09-30
UNIONBANCAL CORP 4,495 60,575 93% 2020-09-30
Integrated Investment Consultants, LLC 56,640 52,599 8% 2020-09-30
BRONFMAN E.L. ROTHSCHILD, L.P. 55,695 36,620 52% 2020-09-30
Fullen Financial Group 55,583 52,398 6% 2020-09-30
Simmons Bank 54,972 55,504 1% 2020-09-30
Rockefeller Capital Management L.P. 54,715 41,026 33% 2020-09-30
Krasney Financial LLC 53,997 53,996 0% 2020-09-30
BROWN ADVISORY HOLDINGS INC 1,854 1,854 No Change 2020-09-30
Strategic Wealth Advisors Group,Inc. 52,919 0 New Buy 2020-09-30
Keebeck Wealth Management, LLC 52,514 52,690 0% 2020-09-30
FINANCIAL LIFE ADVISORS 52,078 54,599 5% 2020-09-30
Sullivan, Bruyette, Speros & Blaney, Inc. 50,949 51,136 0% 2020-09-30
OSBORNE PARTNERS CAPITAL MANAGEMENT 50,627 49,797 2% 2020-09-30
BerganKDV Wealth Management, LLC 50,154 400 12,439% 2020-09-30
Compton Wealth Advisory Group, LLC 48,825 52,261 7% 2020-09-30
TWO SIGMA ADVISERS, LLC 48,100 6,200 676% 2020-09-30
Tortoise Investment Management, LLC 48,082 48,858 2% 2020-09-30
ASSOCIATED BANC-CORP 48,046 47,132 2% 2020-09-30
GREAT VALLEY ADVISOR GROUP, INC. 46,661 47,603 2% 2020-09-30
Firestone Capital Management 46,296 43,305 7% 2020-09-30
Diversified Portfolios, Inc. 45,994 45,445 1% 2020-09-30
OHE FINANCIAL INC 45,571 55,103 17% 2020-09-30
Savant Capital Management Inc 45,242 45,585 1% 2020-09-30
Clearshares LLC 44,772 44,772 No Change 2020-09-30
WOLVERINE TRADING, LLC 44,371 24,900 78% 2020-09-30
First Heartland Consultants, Inc. 42,669 41,332 3% 2020-09-30
Smith & Howard Wealth Management, LLC 42,544 39,353 8% 2020-09-30
Southern Wealth Management, LLP 42,050 41,495 1% 2020-09-30
Paradigm Financial Advisors, LLC 41,485 73,517 44% 2020-09-30
Paragon Capital Management Ltd 41,200 58,813 30% 2020-09-30
PHILLIPS FINANCIAL MANAGEMENT, LLC 40,862 41,793 2% 2020-09-30
Neuberger Berman Group LLC 40,796 44,165 8% 2020-09-30
Venture Visionary Partners LLC 40,206 35,482 13% 2020-09-30
Efficient Advisors, LLC 39,832 39,338 1% 2020-09-30
KFA Private Wealth Group, LLC 39,379 29,867 32% 2020-09-30
IFG Advisory, LLC 39,034 26,813 46% 2020-09-30
Black Diamond Financial, LLC 38,372 40,566 5% 2020-09-30
Coconut Grove Bank 38,046 38,660 2% 2020-09-30
NORTHERN TRUST CORP 37,818 39,109 3% 2020-09-30
CLS INVESTMENT FIRM, LLC 3,820 139,337 97% 2020-09-30
MACKAY SHIELDS LLC 36,762 0 New Buy 2020-09-30
Gunma Bank,Ltd. 36,500 0 New Buy 2020-09-30
Capital Planning Advisors, LLC 36,199 51,030 29% 2020-09-30
Laurel Wealth Advisors, Inc. 35,822 0 New Buy 2020-09-30
Financial Engines Advisors L.L.C. 35,800 30,082 19% 2020-09-30
Hillcrest Wealth Advisors - NY, LLC 35,558 33,808 5% 2020-09-30
JOHNSON INVESTMENT COUNSEL INC 35,094 35,746 2% 2020-09-30
CAPTRUST FINANCIAL ADVISORS 34,940 60,141 42% 2020-09-30
Beaumont Financial Partners, LLC 34,649 32,120 8% 2020-09-30
Yale Capital CORP 34,523 34,505 0% 2020-09-30
Manchester Capital Management LLC 34,457 41,142 16% 2020-09-30
NORTHWEST WEALTH MANAGEMENT, LLC 34,130 35,761 5% 2020-09-30
Mokosak Advisory Group, LLC 34,083 33,397 2% 2020-09-30
HoyleCohen, LLC 33,645 34,652 3% 2020-09-30
CARY STREET PARTNER INVESTMENT ADVISORY LLC 32,596 22,507 45% 2020-09-30
Salomon & Ludwin, LLC 32,418 32,659 1% 2020-09-30
COMMERCE BANK N A/MO 32,017 31,077 3% 2020-09-30
AlphaStar Capital Management, LLC 31,771 23,776 34% 2020-09-30
Colorado Capital Management, Inc. 30,810 32,353 5% 2020-09-30
BFT FINANCIAL GROUP, LLC 30,642 0 New Buy 2020-09-30
BENJAMIN F. EDWARDS & COMPANY, INC. 30,487 33,298 8% 2020-09-30
Emerald Advisors, LLC 29,660 28,456 4% 2020-09-30
tru Independence LLC 29,266 0 New Buy 2020-09-30
Moisand Fitzgerald Tamayo, LLC 29,026 26,662 9% 2020-09-30
Integrated Wealth Concepts LLC 28,947 28,486 2% 2020-09-30
Rehmann Capital Advisory Group 28,711 13,707 109% 2020-09-30
Global Wealth Management Investment Advisory, Inc. 28,663 28,169 2% 2020-09-30
Gemmer Asset Management LLC 28,461 28,048 1% 2020-09-30
BP WEALTH MANAGEMENT, LLC 1,848 3,590 49% 2020-09-30
DEUTSCHE BANK AG 28,129 0 New Buy 2020-09-30
UNITED BANK /VA/ 28,053 26,664 5% 2020-09-30
AMERITAS INVESTMENT CORP 27,937 27,937 No Change 2020-09-30
JMG Financial Group, Ltd. 27,869 24,070 16% 2020-09-30
First Allied Advisory Services, Inc. 27,666 27,880 1% 2020-09-30
Cresset Asset Management, LLC 27,077 28,597 5% 2020-09-30
GFS Advisors, LLC 27,075 27,250 1% 2020-09-30
YCMNET ADVISORS INC 27,065 27,186 0% 2020-09-30
VIRIDIAN RIA, LLC 26,687 27,341 2% 2020-09-30
LifePlan Financial Group, Inc 26,676 26,904 1% 2020-09-30
Well Done, LLC 26,644 40,087 34% 2020-09-30
Segment Wealth Management, LLC 0 20,820 Sold Out 2020-09-30
NEXT Financial Group, Inc 26,212 41,348 37% 2020-09-30
Capstone Investment Advisors, LLC 26,182 0 New Buy 2020-09-30
SIGMA INVESTMENT COUNSELORS INC 25,568 76,112 66% 2020-09-30
SHINE INVESTMENT ADVISORY SERVICES INC 25,412 25,412 No Change 2020-09-30
TCF National Bank 25,108 66,992 63% 2020-09-30
Pathstone Family Office, LLC 24,971 28,717 13% 2020-09-30
ELM ADVISORS, LLC 24,878 26,933 8% 2020-09-30
Apella Capital, LLC 24,816 19,464 27% 2020-09-30
Ironsides Asset Advisors, LLC 24,669 24,669 No Change 2020-09-30
Private Advisory Group LLC 24,666 25,086 2% 2020-09-30
TIEDEMANN WEALTH MANAGEMENT, LLC 24,624 5,952 314% 2020-09-30
Advisory Services Network, LLC 24,427 29,016 16% 2020-09-30
Sound View Wealth Advisors Group, LLC 24,014 23,711 1% 2020-09-30
COLONY GROUP LLC 23,962 29,408 19% 2020-09-30
PFG Financial Advisors 23,695 22,759 4% 2020-09-30
Redhawk Wealth Advisors, Inc. 23,624 24,221 2% 2020-09-30
WADDELL & ASSOCIATES, LLC 23,613 0 New Buy 2020-09-30
Mutual Advisors, LLC 23,556 23,151 2% 2020-09-30
United Bank 23,228 22,374 4% 2020-09-30
AdvisorNet Financial, Inc 22,491 20,893 8% 2020-09-30
Multi-Financial Securities Corp 21,993 26,023 15% 2020-09-30
LeJeune Puetz Investment Counsel LLC 21,953 21,537 2% 2020-09-30
Camelot Portfolios, LLC 21,866 19,917 10% 2020-09-30
Advisors Capital Management, LLC 21,808 21,808 No Change 2020-09-30
Paracle Advisors, LLC 21,792 21,721 0% 2020-09-30
Dorsey & Whitney Trust CO LLC 21,786 22,214 2% 2020-09-30
AMI INVESTMENT MANAGEMENT INC 21,747 21,887 1% 2020-09-30
Edge Capital Group, LLC 21,470 17,121 25% 2020-09-30
PACES FERRY WEALTH ADVISORS, LLC 21,353 0 New Buy 2020-09-30
MITCHELL MCLEOD PUGH & WILLIAMS INC 21,258 16,303 30% 2020-09-30
CARRET ASSET MANAGEMENT 21,239 20,604 3% 2020-09-30
Gilbert & Cook, Inc. 21,045 21,151 1% 2020-09-30
Aveo Capital Partners, LLC 20,857 0 New Buy 2020-09-30
MCF Advisors LLC 20,346 20,338 0% 2020-09-30
Sageworth Trust Co 20,316 0 New Buy 2020-09-30
Zions Bancorporation, N.A. 20,268 20,268 No Change 2020-09-30
Banco Santander, S.A. 19,885 16,904 18% 2020-09-30
55I, LLC 19,844 27,118 27% 2020-09-30
KBC Group NV 19,500 19,500 No Change 2020-09-30
Forefront Analytics, LLC 0 11,004 Sold Out 2020-09-30
Hanlon Investment Management, Inc. 19,378 32,756 41% 2020-09-30
WSFS CAPITAL MANAGEMENT, LLC 19,210 19,104 1% 2020-09-30
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 18,904 14,947 26% 2020-09-30
TWIN CAPITAL MANAGEMENT INC 18,798 23,700 21% 2020-09-30
Capital Advisors, Ltd. LLC 18,783 19,019 1% 2020-09-30
Baldrige Asset Management LLC 18,773 18,952 1% 2020-09-30
CAPROCK Group, Inc. 18,754 20,794 10% 2020-09-30
Csenge Advisory Group 18,742 18,328 2% 2020-09-30
Wilshire Associates Inc 18,598 23,500 21% 2020-09-30
L & S Advisors Inc 18,384 17,468 5% 2020-09-30
WAYNE HUMMER ASSET MANAGEMENT CO 18,218 18,218 No Change 2020-09-30
UMB BANK N A/MO 17,952 17,952 No Change 2020-09-30
Jackson Hole Capital Partners, LLC 17,764 17,764 No Change 2020-09-30
CAROLINAS WEALTH CONSULTING LLC 17,763 22,268 20% 2020-09-30
Kelman-Lazarov, Inc. 17,655 19,832 11% 2020-09-30
BURNEY CO/ 17,654 18,400 4% 2020-09-30
Sontag Advisory, LLC 17,601 17,790 1% 2020-09-30
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 17,550 20,359 14% 2020-09-30
Abacus Planning Group, Inc. 17,442 18,599 6% 2020-09-30
CULBERTSON A N & CO INC 17,432 16,002 9% 2020-09-30
Personal Capital Advisors Corp 17,378 16,858 3% 2020-09-30
EVOKE WEALTH, LLC 17,305 2,240 673% 2020-09-30
CornerStone Partners LLC 16,910 16,910 No Change 2020-09-30
DAVIDSON TRUST CO 16,883 17,120 1% 2020-09-30
PINNACLE ASSOCIATES LTD 16,771 5,286 217% 2020-09-30
JANE STREET GROUP, LLC 16,514 40,121 59% 2020-09-30
STRINGER ASSET MANAGEMENT, LLC 16,509 24,997 34% 2020-09-30
MayTech Global Investments, LLC 16,500 16,500 No Change 2020-09-30
Argent Trust Co 16,319 16,301 0% 2020-09-30
St. Louis Trust Co 0 10,826 Sold Out 2020-09-30
Probity Advisors, Inc. 16,082 16,244 1% 2020-09-30
Newman Dignan & Sheerar, Inc. 15,863 16,138 2% 2020-09-30
Rockbridge Investment Management, LCC 15,804 15,284 3% 2020-09-30
IHT Wealth Management, LLC 15,754 13,706 15% 2020-09-30
Clear Perspective Advisors, LLC 15,689 15,683 0% 2020-09-30
Partnervest Advisory Services LLC 15,646 13,161 19% 2020-09-30
Wells Trecaso Financial Group, LLC 15,513 16,013 3% 2020-09-30
CITADEL ADVISORS LLC (Kenneth C. Griffin) 13,900 10,400 34% 2020-09-30
LPWM LLC 15,188 14,992 1% 2020-09-30
FLOW TRADERS U.S. LLC 14,997 0 New Buy 2020-09-30
Paul John Balson 14,844 14,770 1% 2020-09-30
ASPIRIANT, LLC 14,841 16,339 9% 2020-09-30
RDL FINANCIAL INC 14,506 14,694 1% 2020-09-30
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 14,444 14,444 No Change 2020-09-30
PIN OAK INVESTMENT ADVISORS INC 14,352 14,352 No Change 2020-09-30
FLAGSHIP HARBOR ADVISORS, LLC 14,270 17,204 17% 2020-09-30
Burleson & Company, LLC 14,270 15,574 8% 2020-09-30
BRIGHTON JONES LLC 14,238 13,430 6% 2020-09-30
HOWARD WEALTH MANAGEMENT, LLC 14,177 14,892 5% 2020-09-30
Goldstein Munger & Associates 14,108 14,108 No Change 2020-09-30
Intellectus Partners, LLC 14,026 8,824 59% 2020-09-30
HOWLAND CAPITAL MANAGEMENT INC 13,975 14,175 1% 2020-09-30
TRANSCEND WEALTH COLLECTIVE, LLC 13,846 13,808 0% 2020-09-30
ERn Financial, LLC 13,706 13,701 0% 2020-09-30
Sensible Financial Planning & Management, LLC. 13,651 13,814 1% 2020-09-30
Valmark Advisers, Inc. 13,648 13,272 3% 2020-09-30
MV Capital Management, Inc. 13,498 13,454 0% 2020-09-30
Homrich & Berg 13,462 13,055 3% 2020-09-30
ALPHASIMPLEX GROUP, LLC 13,423 10,738 25% 2020-09-30
SYNOVUS FINANCIAL CORP 13,344 4,407 203% 2020-09-30
CWA Asset Management Group, LLC 13,332 0 New Buy 2020-09-30
USCA RIA LLC 12,993 0 New Buy 2020-09-30
Trexquant Investment LP 12,965 0 New Buy 2020-09-30
FINANCIAL COUNSELORS INC 12,959 12,742 2% 2020-09-30
DIXON HUBARD FEINOUR & BROWN INC/VA 12,860 11,877 8% 2020-09-30
ELEMENT POINTE ADVISORS, LLC 12,762 18,522 31% 2020-09-30
Kingsview Wealth Management, LLC 12,634 11,535 10% 2020-09-30
Covenant Asset Management, LLC 12,614 0 New Buy 2020-09-30
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 12,489 7,469 67% 2020-09-30
Veritable, L.P. 12,390 12,872 4% 2020-09-30
Freestone Capital Holdings, LLC 12,383 12,394 0% 2020-09-30
Essex Financial Services, Inc. 12,364 9,975 24% 2020-09-30
PARAMETRIC PORTFOLIO ASSOCIATES 12,316 11,625 6% 2020-09-30
Lido Advisors, LLC 12,229 8,439 45% 2020-09-30
CAPITAL ONE FINANCIAL CORP 12,221 10,971 11% 2020-09-30
AUA CAPITAL MANAGEMENT, LLC 12,208 11,257 8% 2020-09-30
TWIN FOCUS CAPITAL PARTNERS, LLC 12,130 12,330 2% 2020-09-30
E&G Advisors, LP 12,003 12,023 0% 2020-09-30
NORTH STAR ASSET MANAGEMENT INC 11,960 11,960 No Change 2020-09-30
CPCM, LLC 11,851 11,774 1% 2020-09-30
NICOLET BANKSHARES INC 11,848 13,460 12% 2020-09-30
Western Wealth Management, LLC 11,768 13,512 13% 2020-09-30
GOULD ASSET MANAGEMENT LLC /CA/ 11,755 11,450 3% 2020-09-30
Madden Advisory Services, Inc. 11,714 11,918 2% 2020-09-30
MILLENNIUM MANAGEMENT LLC 11,633 14,926 22% 2020-09-30
Outlook Wealth Advisors, LLC 11,632 11,721 1% 2020-09-30
BBVA USA BANCSHARES INC 11,531 11,552 0% 2020-09-30
Vestmark Advisory Solutions, Inc. 11,494 11,800 3% 2020-09-30
Resource Planning Group 11,461 10,194 12% 2020-09-30
Alera Investment Advisors, LLC 11,387 11,387 No Change 2020-09-30
Kore Private Wealth LLC 11,334 11,334 No Change 2020-09-30
Taylor Hoffman Wealth Management 11,293 16,216 30% 2020-09-30
TOEWS CORP /ADV 10,859 10,802 1% 2020-09-30
Meristem, LLP 10,813 10,970 1% 2020-09-30
Magnus Financial Group LLC 10,810 10,513 3% 2020-09-30
OLD MISSION CAPITAL LLC 10,717 0 New Buy 2020-09-30
Hayden Royal, LLC 10,652 0 New Buy 2020-09-30
Merit Financial Group, LLC 10,487 10,487 No Change 2020-09-30
Laidlaw Wealth Management LLC 10,468 1,041,384 99% 2020-09-30
HALLMARK CAPITAL MANAGEMENT INC 10,276 8,785 17% 2020-09-30
VANGUARD GROUP INC 10,213 9,392 9% 2020-09-30
Evercore Wealth Management, LLC 9,994 9,729 3% 2020-09-30
Eudaimonia Partners, LLC 9,990 7,211 39% 2020-09-30
FIERA SCEPTRE INC. 9,809 9,809 No Change 2020-09-30
HARBOR INVESTMENT ADVISORY, LLC 9,612 9,290 3% 2020-09-30
One Day In July LLC 3,572 0 New Buy 2020-09-30
BancorpSouth Bank 9,491 12,391 23% 2020-09-30
FIRST NATIONAL BANK OF OMAHA 9,419 5,774 63% 2020-09-30
Corient Capital Partners, LLC 381 13,069 97% 2020-09-30
FIDUCIARY TRUST CO 9,362 9,562 2% 2020-09-30
Northstar Group, Inc. 9,260 3,931 136% 2020-09-30
Strategic Wealth Partners Group LLC 9,182 7,707 19% 2020-09-30
Columbus Macro, LLC 9,078 9,078 No Change 2020-09-30
GARLAND CAPITAL MANAGEMENT INC 8,998 5,069 78% 2020-09-30
Oakmont Partners LLC 8,808 9,748 10% 2020-09-30
Daniels&Tansey,LLP 8,752 0 New Buy 2020-09-30
Plancorp, LLC 8,734 13,868 37% 2020-09-30
WETHERBY ASSET MANAGEMENT INC 8,655 8,751 1% 2020-09-30
Platform Technology Partners 8,599 0 New Buy 2020-09-30
Merriman Wealth Management, LLC 8,578 8,750 2% 2020-09-30
CWM, LLC 8,518 6,007 42% 2020-09-30
Barry Investment Advisors, LLC 8,468 8,648 2% 2020-09-30
Disciplined Investments, LLC 8,432 7,367 14% 2020-09-30
LGL PARTNERS, LLC 8,321 8,321 No Change 2020-09-30
Pensionmark Financial Group, LLC 8,318 7,881 6% 2020-09-30
ROBERTS GLORE & CO INC /IL/ 8,277 8,422 2% 2020-09-30
FCG ADVISORS, LLC 8,005 8,024 0% 2020-09-30
Claro Advisors LLC 7,973 8,142 2% 2020-09-30
AlphaMark Advisors, LLC 7,897 7,895 0% 2020-09-30
DOWLING & YAHNKE INC 7,896 6,524 21% 2020-09-30
FinTrust Capital Advisors, LLC 7,882 0 New Buy 2020-09-30
Linscomb & Williams, Inc. 7,856 9,261 15% 2020-09-30
Hochman Cole Investment Advisors, Inc. 7,811 8,284 6% 2020-09-30
TIAA ENDOWMENT & PHILANTHROPIC SERVICES, LLC 7,681 7,787 1% 2020-09-30
Hilltop Holdings Inc. 7,630 9,676 21% 2020-09-30
Broadleaf Partners, LLC 7,581 7,544 0% 2020-09-30
CLIFFORD SWAN INVESTMENT COUNSEL LLC 7,570 5,499 38% 2020-09-30
Intersect Capital LLC 7,515 4,422 70% 2020-09-30
NORTHSTAR WEALTH PARTNERS LLC 7,505 8,697 14% 2020-09-30
Valeo Financial Advisors, LLC 7,389 7,837 6% 2020-09-30
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,368 7,234 2% 2020-09-30
Abbot Financial Management, Inc. 7,286 7,286 No Change 2020-09-30
D.B. Root & Company, LLC 7,257 7,370 2% 2020-09-30
PFG Advisors 7,242 2,086 247% 2020-09-30
Verdence Capital Advisors LLC 7,179 7,478 4% 2020-09-30
FIRST MANHATTAN CO 7,112 6,402 11% 2020-09-30
FIRST HORIZON NATIONAL CORP 7,104 0 New Buy 2020-09-30
CRA Financial Services, LLC 7,008 6,962 1% 2020-09-30
TOBIAS FINANCIAL ADVISORS, INC. 6,983 0 New Buy 2020-09-30
TOCQUEVILLE ASSET MANAGEMENT LP 6,933 6,800 2% 2020-09-30
Community Financial Services Group, LLC 6,915 20,942 67% 2020-09-30
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 6,890 0 New Buy 2020-09-30
Wealthcare Advisory Partners LLC 6,779 7,532 10% 2020-09-30
PEAPACK GLADSTONE FINANCIAL CORP 6,771 6,051 12% 2020-09-30
Renaissance Technologies(Jim Simons) 6,700 0 New Buy 2020-09-30
AIMZ Investment Advisors, LLC 6,668 8,194 19% 2020-09-30
Patriot Investment Management Inc. 6,623 6,587 1% 2020-09-30
Northwest Bancshares, Inc. 6,613 6,615 0% 2020-09-30
FIRST NATIONAL CORP /MA/ /ADV 6,597 6,597 No Change 2020-09-30
Golden State Wealth Management, LLC 6,584 0 New Buy 2020-09-30
Strategic Family Wealth Counselors, L.L.C. 6,547 6,384 3% 2020-09-30
Mayfair Advisory Group, LLC 6,537 6,281 4% 2020-09-30
MAI Wealth Advisors 6,433 7,662 16% 2020-09-30
Perigon Wealth Management, LLC 6,364 5,798 10% 2020-09-30
ROFFMAN MILLER ASSOCIATES INC /PA/ 6,358 0 New Buy 2020-09-30
D'Orazio & Associates, Inc. 6,142 6,142 No Change 2020-09-30
SVB Wealth Advisory, Inc. 6,131 5,952 3% 2020-09-30
FC Advisory LLC 6,074 6,036 1% 2020-09-30
LEAVELL INVESTMENT MANAGEMENT, INC. 6,067 5,835 4% 2020-09-30
Windsor Capital Management, LLC 6,065 6,410 5% 2020-09-30
WRAPMANAGER INC 6,024 6,195 3% 2020-09-30
LIBERTY WEALTH MANAGEMENT LLC 5,991 5,817 3% 2020-09-30
Raab & Moskowitz Asset Management LLC 5,965 6,269 5% 2020-09-30
One Wealth Advisors, LLC 5,957 4,921 21% 2020-09-30
RFG Advisory Group, LLC 5,909 6,296 6% 2020-09-30
Parsec Financial Management, Inc. 5,889 6,085 3% 2020-09-30
Shepherd Financial Partners LLC 5,838 5,838 No Change 2020-09-30
Bridgeworth, LLC 5,831 5,430 7% 2020-09-30
HOWE & RUSLING INC 5,764 3,968 45% 2020-09-30
Doyle Wealth Management 5,734 5,980 4% 2020-09-30
Wealth Alliance 5,643 6,427 12% 2020-09-30
KEYBANK NATIONAL ASSOCIATION/OH 5,627 2,888 95% 2020-09-30
FOSTER & MOTLEY INC 5,534 5,534 No Change 2020-09-30
PAX Financial Group, LLC 5,487 5,746 5% 2020-09-30
MOGY JOEL R INVESTMENT COUNSEL INC 5,475 5,495 0% 2020-09-30
GREENLEAF TRUST 5,351 5,351 No Change 2020-09-30
People's United Financial, Inc. 5,316 5,751 8% 2020-09-30
Gladstone Institutional Advisory LLC 5,275 4,210 25% 2020-09-30
Aptus Capital Advisors, LLC 5,238 2,967 77% 2020-09-30
ST GERMAIN D J CO INC 5,222 5,235 0% 2020-09-30
RETIREMENT INCOME SOLUTIONS, INC 5,221 5,221 No Change 2020-09-30
Marks Group Wealth Management, Inc 5,192 5,192 No Change 2020-09-30
OPPENHEIMER & CO INC 5,078 5,789 12% 2020-09-30
Wall Street Access Asset Management, LLC 5,037 0 New Buy 2020-09-30
Emerald Investment Partners, LLC 5,026 4,908 2% 2020-09-30
Berkeley Capital Partners, LLC 4,985 4,939 1% 2020-09-30
Plante Moran Financial Advisors Ltd Partnership 4,968 3,123 59% 2020-09-30
BLUESTEIN R H & CO 4,952 5,217 5% 2020-09-30
BALASA DINVERNO & FOLTZ LLC 4,949 4,940 0% 2020-09-30
Jacobi Capital Management LLC 4,938 44 11,123% 2020-09-30
Versant Capital Management, Inc 4,927 5,674 13% 2020-09-30
Dynamic Advisors Solutions LLC 4,921 4,096 20% 2020-09-30
ALPINE WOODS CAPITAL INVESTORS, LLC 4,902 4,902 No Change 2020-09-30
LEVEL FOUR ADVISORY SERVICES, LLC 4,841 0 New Buy 2020-09-30
Krilogy Financial LLC 4,782 0 New Buy 2020-09-30
Frisch Financial Group, Inc. 4,730 4,730 No Change 2020-09-30
Cordasco Financial Network 4,725 4,725 No Change 2020-09-30
American Institute for Advanced Investment Management, LLP 4,705 3,348 41% 2020-09-30
MERITAGE PORTFOLIO MANAGEMENT 4,671 16,435 72% 2020-09-30
WP Advisors, LLC 4,664 4,536 3% 2020-09-30
Good Life Advisors, LLC 4,641 4,676 1% 2020-09-30
PRUDENTIAL CORP PLC 4,640 4,940 6% 2020-09-30
New England Private Wealth Advisors LLC 4,583 4,583 No Change 2020-09-30
AMG National Trust Bank 4,565 4,550 0% 2020-09-30
Proficio Capital Partners LLC 4,532 10,802 58% 2020-09-30
ROOF EIDAM & MAYCOCK/ADV 4,500 64,030 93% 2020-09-30
Cornerstone Advisory, LLP 4,499 4,858 7% 2020-09-30
WMS Partners, LLC 4,498 4,490 0% 2020-09-30
Day & Ennis, LLC 4,452 4,432 0% 2020-09-30
Sunesis Advisors, LLC 4,436 4,436 No Change 2020-09-30
Ferris Capital, LLC 4,413 4,413 No Change 2020-09-30
Sandy Spring Bank 4,400 4,379 0% 2020-09-30
Pacitti Group Inc. 4,347 4,396 1% 2020-09-30
R. W. Roge & Company, Inc. 4,277 4,575 7% 2020-09-30
Essex Private Wealth Management, LLC 4,267 4,267 No Change 2020-09-30
Drexel Morgan & Co. 4,245 0 New Buy 2020-09-30
DUNCKER STREETT & CO INC 4,114 4,147 1% 2020-09-30
WEDBUSH MORGAN SECURITIES INC 4,110 3,893 6% 2020-09-30
Patton Albertson & Miller, LLC 4,079 3,939 4% 2020-09-30
BBK Capital Partners, LLC 4,064 4,962 18% 2020-09-30
ENCORE BANK NA 4,062 4,062 No Change 2020-09-30
Alpha Cubed Investments, LLC 4,050 5,738 29% 2020-09-30
FORT PITT CAPITAL GROUP, LLC 4,049 4,559 11% 2020-09-30
Wealthquest Corp 3,990 3,990 No Change 2020-09-30
REGENTATLANTIC CAPITAL LLC 3,944 12,673 69% 2020-09-30
Live Oak Private Wealth LLC 3,941 3,941 No Change 2020-09-30
Bouchey Financial Group Ltd 3,934 4,910 20% 2020-09-30
QUEST CAPITAL MANAGEMENT INC /ADV 3,927 4,139 5% 2020-09-30
REDW Stanley Financial Advisors LLC 3,888 4,582 15% 2020-09-30
FSA Wealth Management LLC 3,877 3,780 3% 2020-09-30
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 3,872 3,393 14% 2020-09-30
Petix & Botte Co 3,869 9,483 59% 2020-09-30
OPPENHEIMER ASSET MANAGEMENT INC 3,866 3,566 8% 2020-09-30
Sequoia Financial Advisors, LLC 3,835 0 New Buy 2020-09-30
Stratos Wealth Advisors, LLC 3,774 2,487 52% 2020-09-30
Wealth Quarterback LLC 3,716 3,716 No Change 2020-09-30
Hanson McClain, Inc. 3,703 3,453 7% 2020-09-30
PEKIN SINGER STRAUSS ASSET MANAGEMENT /IL 3,645 4,094 11% 2020-09-30
Tarbox Group, Inc. 3,624 3,624 No Change 2020-09-30
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 3,599 3,589 0% 2020-09-30
BIDWELL C M & ASSOCIATES LTD/ 3,588 3,423 5% 2020-09-30
PYA Waltman Capital, LLC 3,576 0 New Buy 2020-09-30
Narwhal Capital Management 3,502 3,502 No Change 2020-09-30
Financial Architects, Inc 3,496 3,354 4% 2020-09-30
HAVERFORD TRUST CO 3,490 5,257 34% 2020-09-30
Integrated Advisors Network LLC 3,486 3,657 5% 2020-09-30
Trilogy Capital Inc. 3,454 0 New Buy 2020-09-30
SNS Financial Group, LLC 3,449 4,399 22% 2020-09-30
Wealth Advisory Solutions, LLC 3,416 0 New Buy 2020-09-30
Ironwood Investment Counsel, LLC 3,375 3,375 No Change 2020-09-30
Klingman & Associates, LLC 3,347 3,338 0% 2020-09-30
CWS Financial Advisors, LLC 3,287 2,521 30% 2020-09-30
SeaCrest Wealth Management, LLC 3,232 2,808 15% 2020-09-30
Carmichael Hill & Associates, Inc. 3,231 1,214 166% 2020-09-30
Stelac Advisory Services LLC 3,225 0 New Buy 2020-09-30
Checchi Capital Advisers, LLC 3,225 3,385 5% 2020-09-30
Filament LLC 3,219 3,219 No Change 2020-09-30
RMR Wealth Builders 3,187 0 New Buy 2020-09-30
Lutz Financial Services LLC 3,158 3,156 0% 2020-09-30
Reynders McVeigh Capital Management, LLC 3,107 3,091 1% 2020-09-30
Essex Savings Bank 3,103 3,353 7% 2020-09-30
180 WEALTH ADVISORS, LLC 3,098 3,310 6% 2020-09-30
FIRST NATIONAL TRUST CO 3,073 2,819 9% 2020-09-30
Covenant Multifamily Offices, LLC 3,071 43,476 93% 2020-09-30
Nikulski Financial, Inc. 2,978 3,593 17% 2020-09-30
SMITHFIELD TRUST CO 2,976 2,976 No Change 2020-09-30
IEQ CAPITAL, LLC 2,971 4,951 40% 2020-09-30
Kistler-Tiffany Companies, LLC 2,933 5,772 49% 2020-09-30
CREDIT SUISSE/ 2,863 2,863 No Change 2020-09-30
Alexandria Capital, LLC 2,852 3,543 20% 2020-09-30
Planned Solutions, Inc. 2,851 0 New Buy 2020-09-30
McNamara Financial Services, Inc. 2,834 2,764 3% 2020-09-30
Union Bankshares Corp 2,817 2,892 3% 2020-09-30
Meridian Wealth Advisors, LLC 2,807 2,866 2% 2020-09-30
Adviser Investments LLC 2,805 2,991 6% 2020-09-30
CYPRESS CAPITAL MANAGEMENT LLC 2,804 2,804 No Change 2020-09-30
Cooper Financial Group 2,788 2,656 5% 2020-09-30
Cascadia Advisory Services, LLC 2,780 2,134 30% 2020-09-30
Founders Financial Alliance, LLC 2,779 0 New Buy 2020-09-30
WADE G W & INC 2,740 2,739 0% 2020-09-30
Carnegie Capital Asset Management, LLC 2,726 3,454 21% 2020-09-30
Institute for Wealth Management, LLC. 2,711 2,338 16% 2020-09-30
ENTERPRISE FINANCIAL SERVICES CORP 2,706 1,908 42% 2020-09-30
ERTS Wealth Advisors, LLC 2,689 2,749 2% 2020-09-30
Coastal Capital Group, Inc. 2,685 3,231 17% 2020-09-30
SCBT FINANCIAL CORP 2,639 2,687 2% 2020-09-30
Weaver Consulting Group 2,631 2,511 5% 2020-09-30
FIRST BUSINESS FINANCIAL SERVICES, INC. 2,614 2,614 No Change 2020-09-30
ARGI Investment Services, LLC 2,589 3,177 19% 2020-09-30
INTRUST BANK NA 2,581 0 New Buy 2020-09-30
Carl P. Sherr & Co., LLC 0 2,680 Sold Out 2020-09-30
Blueshift Asset Management, LLC 2,568 0 New Buy 2020-09-30
Archer Investment Corp 2,548 2,261 13% 2020-09-30
J. W. Coons Advisors, LLC 2,541 2,536 0% 2020-09-30
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 2,539 2,758 8% 2020-09-30
AJ WEALTH STRATEGIES, LLC 2,535 2,767 8% 2020-09-30
EAGLE GLOBAL ADVISORS LLC 2,530 0 New Buy 2020-09-30
Hoover Financial Advisors, Inc. 2,528 2,815 10% 2020-09-30
SECURITY NATIONAL BANK OF SO DAK 2,520 2,520 No Change 2020-09-30
MPS Loria Financial Planners, LLC 2,505 2,227 12% 2020-09-30
REILLY FINANCIAL ADVISORS, LLC 2,476 2,407 3% 2020-09-30
RMB Capital Management, LLC 2,441 0 New Buy 2020-09-30
GARRISON POINT ADVISORS, LLC 2,427 2,427 No Change 2020-09-30
PUTNAM FL INVESTMENT MANAGEMENT CO 2,426 2,130 14% 2020-09-30
BCJ Capital Management, LLC 2,418 2,719 11% 2020-09-30
Parkside Financial Bank & Trust 2,359 2,448 4% 2020-09-30
BADGLEY PHELPS & BELL INC 2,352 2,379 1% 2020-09-30
Summit Financial Strategies, Inc. 2,336 2,336 No Change 2020-09-30
Glenview Trust Co 2,324 0 New Buy 2020-09-30
D L CARLSON INVESTMENT GROUP INC 2,317 2,317 No Change 2020-09-30
Summit Asset Management, LLC 2,313 2,331 1% 2020-09-30
KCM INVESTMENT ADVISORS LLC 2,311 2,386 3% 2020-09-30
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 2,300 2,300 No Change 2020-09-30
Fiduciary Group LLC 2,294 2,344 2% 2020-09-30
WIMMER ASSOCIATES 1, LLC 2,285 2,285 No Change 2020-09-30
VeraBank, N.A. 2,264 2,264 No Change 2020-09-30
One Capital Management, LLC 2,258 2,641 15% 2020-09-30
Kingfisher Capital LLC 2,252 2,237 1% 2020-09-30
Windsor Group LTD 2,251 3,447 35% 2020-09-30
NewFocus Financial Group, LLC 2,243 2,357 5% 2020-09-30
Kalos Management, Inc. 2,218 0 New Buy 2020-09-30
Telos Capital Management, Inc. 2,206 2,331 5% 2020-09-30
Landmark Financial Advisors, LLC 2,190 2,186 0% 2020-09-30
S.A. Mason LLC 2,182 2,182 No Change 2020-09-30
MOTCO 2,180 2,180 No Change 2020-09-30
Fort Point Capital Partners, LLC 2,148 0 New Buy 2020-09-30
BINGHAM OSBORN & SCARBOROUGH LLC 2,132 2,220 4% 2020-09-30
Mackey Komara & Dankovich, LLC 2,131 2,131 No Change 2020-09-30
Blue Creek Investment Partners, LLC 2,121 2,517 16% 2020-09-30
Connecticut Wealth Management, LLC 2,111 0 New Buy 2020-09-30
Cordant, Inc. 2,106 0 New Buy 2020-09-30
Price Wealth Management, Inc. 2,100 2,602 19% 2020-09-30
THOROUGHBRED FINANCIAL SERVICES, LLC 2,072 2,370 13% 2020-09-30
CULLEN FROST BANKERS INC 37 1,128 97% 2020-09-30
LAZARD ASSET MANAGEMENT LLC 2,050 2,050 No Change 2020-09-30
Lion Street Advisors, LLC 2,039 0 New Buy 2020-09-30
Key FInancial Inc 2,033 2,033 No Change 2020-09-30
PRINCIPAL FINANCIAL GROUP INC 2,028 0 New Buy 2020-09-30
RHS Financial, LLC 2,010 2,010 No Change 2020-09-30
Biltmore Capital Advisors LLC 2,000 133,188 98% 2020-09-30
Princeton Global Asset Management LLC 2,000 0 New Buy 2020-09-30
Graves-Light Private Wealth Management, Inc. 1,998 0 New Buy 2020-09-30
Dana Investment Advisors, Inc. 1,987 0 New Buy 2020-09-30
Executive Wealth Management, LLC 1,958 0 New Buy 2020-09-30
Asset Dedication, LLC 1,957 741 164% 2020-09-30
HOLDERNESS INVESTMENTS CO 1,955 0 New Buy 2020-09-30
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1,941 0 New Buy 2020-09-30
Strategic Financial Group, LLC 1,935 0 New Buy 2020-09-30
Roundview Capital LLC 1,932 0 New Buy 2020-09-30
Heritage Trust Co 1,914 0 New Buy 2020-09-30
WEST BANCORPORATION INC 1,643 2,119 22% 2020-09-30
Winslow, Evans & Crocker, Inc. 1,642 1,732 5% 2020-09-30
Financial Advisory Service, Inc. 1,637 1,140 44% 2020-09-30
WASHINGTON TRUST CO 1,623 1,573 3% 2020-09-30
Ancora Advisors, LLC 1,442 1,208 19% 2020-09-30
Litman Gregory Asset Management LLC 1,378 1,378 No Change 2020-09-30
OLD SECOND NATIONAL BANK OF AURORA 1,316 1,316 No Change 2020-09-30
Hanson Investment Management 1,315 993 32% 2020-09-30
Ironwood Wealth Management, llc 1,270 1,270 No Change 2020-09-30
Oakworth Capital, Inc. 1,258 1,258 No Change 2020-09-30
Old North State Trust, LLC 1,258 0 New Buy 2020-09-30
Cornerstone Advisors, Inc. 1,250 1,250 No Change 2020-09-30
Fusion Family Wealth LLC 1,248 1,248 No Change 2020-09-30
SALEM INVESTMENT COUNSELORS INC 1,237 1,237 No Change 2020-09-30
BALLAST ADVISORS LLC 1,142 1,502 24% 2020-09-30
Bedel Financial Consulting, Inc. 1,084 1,084 No Change 2020-09-30
Cribstone Capital Management, LLC 1,080 1,430 24% 2020-09-30
Hillstrust 1,011 0 New Buy 2020-09-30
BDO Wealth Advisors, LLC 961 1,232 22% 2020-09-30
Johnson Financial Group, Inc. 932 932 No Change 2020-09-30
RPG Investment Advisory, LLC 827 827 No Change 2020-09-30
Laurel Wealth Advisors LLC 803 803 No Change 2020-09-30
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 793 420 89% 2020-09-30
Atlas Private Wealth Advisors 769 814 6% 2020-09-30
HARVEST GROUP WEALTH MANAGEMENT, LLC 757 753 1% 2020-09-30
Cedar Mountain Advisors, LLC 755 755 No Change 2020-09-30
SECURITY NATIONAL TRUST CO 710 710 No Change 2020-09-30
Sugarloaf Wealth Management, LLC 710 710 No Change 2020-09-30
McIlrath & Eck, LLC 703 703 No Change 2020-09-30
Brand Asset Management Group, Inc. 683 679 1% 2020-09-30
WHITTIER TRUST CO OF NEVADA INC 652 652 No Change 2020-09-30
RESOURCES MANAGEMENT CORP /CT/ /ADV 643 643 No Change 2020-09-30
HM PAYSON & CO 0 743 Sold Out 2020-09-30
Meridian Wealth Partners, LLC 637 793 20% 2020-09-30
Stearns Financial Services Group 633 633 No Change 2020-09-30
Summit Investment Advisors, Inc. 621 619 0% 2020-09-30
First Bank & Trust 619 619 No Change 2020-09-30
Savior LLC 583 583 No Change 2020-09-30
QUADRANT CAPITAL GROUP LLC 582 2,421 76% 2020-09-30
Glassman Wealth Services 568 568 No Change 2020-09-30
Barnett & Company, Inc. 557 557 No Change 2020-09-30
Summit X, LLC 544 0 New Buy 2020-09-30
Front Row Advisors LLC 539 539 No Change 2020-09-30
Canton Hathaway, LLC 515 515 No Change 2020-09-30
MASSMUTUAL TRUST CO FSB/ADV 498 4,327 88% 2020-09-30
NORTHERN OAK CAPITAL MANAGEMENT INC 495 507 2% 2020-09-30
ROPES WEALTH ADVISORS LLC 490 490 No Change 2020-09-30
Lakeview Capital Partners, LLC 487 487 No Change 2020-09-30
Capital Asset Advisory Services LLC 476 476 No Change 2020-09-30
Tower Research Capital LLC 229 64,276 100% 2020-09-30
DELTA ASSET MANAGEMENT LLC/TN 400 400 No Change 2020-09-30
TFC Financial Management 400 0 New Buy 2020-09-30
Cypress Capital Management LLC (WY) 382 0 New Buy 2020-09-30
TRUST CO OF VERMONT 338 338 No Change 2020-09-30
NVWM, LLC 324 79 310% 2020-09-30
Millburn Ridgefield Corp 318 206 54% 2020-09-30
PACIFIC CAPITAL WEALTH ADVISORS, INC 300 0 New Buy 2020-09-30
JEPPSON WEALTH MANAGEMENT, LLC 280 0 New Buy 2020-09-30
CVA Family Office, LLC 272 270 1% 2020-09-30
ANDERSON FISHER LLC 261 261 No Change 2020-09-30
ABSOLUTE INVESTMENT MANAGEMENT LLC 260 258 1% 2020-09-30
Legacy Bridge, LLC 235 235 No Change 2020-09-30
Tradewinds Capital Management, LLC 232 235 1% 2020-09-30
JJJ Advisors Inc. 231 231 No Change 2020-09-30
Jackson, Grant Investment Advisers, Inc. 229 226 1% 2020-09-30
Lee Financial CORP 212 0 New Buy 2020-09-30
BELLEVUE ASSET MANAGEMENT, LLC 200 200 No Change 2020-09-30
Your Advocates Ltd., LLP 194 0 New Buy 2020-09-30
Capital Advisory Group Advisory Services, LLC 180 180 No Change 2020-09-30
Farmers & Merchants Trust Co of Chambersburg PA 175 175 No Change 2020-09-30
JFS WEALTH ADVISORS, LLC 165 0 New Buy 2020-09-30
AllSquare Wealth Management LLC 163 203 20% 2020-09-30
Roble, Belko & Company, Inc 162 162 No Change 2020-09-30
Hartland & Co., LLC 134 134 No Change 2020-09-30
TOMPKINS FINANCIAL CORP 100 100 No Change 2020-09-30
Sawyer & Company, Inc 100 100 No Change 2020-09-30
Eukles Asset Management 96 95 1% 2020-09-30
Vectors Research Management, LLC 87 17 412% 2020-09-30
Prestige Wealth Management Group LLC 83 2 4,050% 2020-09-30
Horan Securities, Inc. 78 48 63% 2020-09-30
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 73 156 53% 2020-09-30
NWK Group, Inc. 68 16 325% 2020-09-30
Capital Analysts, Inc. 66 34 94% 2020-09-30
Advisory Alpha, LLC 63 0 New Buy 2020-09-30
Crewe Advisors LLC 23 0 New Buy 2020-09-30
Fortis Group Advisors, LLC 22 0 New Buy 2020-09-30
SYM FINANCIAL CORPORATION 21 0 New Buy 2020-09-30
MANCHESTER FINANCIAL INC 21 21 No Change 2020-09-30
Carolina Wealth Advisors, LLC 10 10 No Change 2020-09-30
Horan Capital Advisors, LLC. 8 0 New Buy 2020-09-30
Clear Harbor Asset Management, LLC 6 0 New Buy 2020-09-30
MEEDER ASSET MANAGEMENT INC 4 0 New Buy 2020-09-30
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 0 56 Sold Out 2020-09-30
HENDERSON GROUP PLC 0 4,499 Sold Out 2020-09-30
HBK Sorce Advisory LLC 0 2,344 Sold Out 2020-09-30
GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC 0 24,500 Sold Out 2020-09-30
SUNRISE PARTNERS LLC /CT 0 72,503 Sold Out 2020-09-30
BOSTON FINANCIAL MANGEMENT INC /MA 0 1,007 Sold Out 2020-09-30
Covington Capital Management 0 620 Sold Out 2020-09-30
LS Investment Advisors, LLC 0 5,002 Sold Out 2020-09-30
WESPAC Advisors, LLC 0 3,663 Sold Out 2020-09-30
Transamerica Financial Advisors, Inc. 0 1 Sold Out 2020-09-30
J. Goldman & Co LP 0 3,928 Sold Out 2020-09-30
Prospera Financial Services 0 15,695 Sold Out 2020-09-30
Estate Counselors, LLC 0 1,450 Sold Out 2020-09-30
Regal Investment Advisors, LLC 0 62,731 Sold Out 2020-09-30
HWG Holdings LP 0 37 Sold Out 2020-09-30
Streettalk Advisors, LLC 0 61,978 Sold Out 2020-09-30
Stonebridge Capital Advisors LLC 0 25 Sold Out 2020-09-30
Winch Advisory Services, LLC 0 199 Sold Out 2020-09-30
JT Stratford LLC 0 1,804 Sold Out 2020-09-30
Perennial Advisors, LLC 0 173 Sold Out 2020-09-30
SG3 Management, LLC 0 3,600 Sold Out 2020-09-30
Summit Trail Advisors, LLC 0 127,407 Sold Out 2020-09-30
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 0 2,258 Sold Out 2020-09-30
Foresight Wealth Management, LLC 0 6,543 Sold Out 2020-09-30
Paradigm Financial Partners, LLC 0 3,552 Sold Out 2020-09-30
Joseph P. Lucia & Associates, LLC 0 510 Sold Out 2020-09-30
GeoWealth Management, LLC 0 4,976 Sold Out 2020-09-30
Ambassador Advisors, LLC 0 101 Sold Out 2020-09-30
CFM WEALTH PARTNERS LLC 0 73 Sold Out 2020-09-30
1776 Wealth LLC 0 281 Sold Out 2020-09-30
EPG Wealth Management LLC 0 2,142 Sold Out 2020-09-30
H&H Retirement Design & Management INC 0 45,362 Sold Out 2020-09-30
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